SCM650

SAP R/3 Enterprise Extension Set 1.10

Author: Werner Herhuth April 2003

SCM650 Cross-Functional Customizing in SD

Instructor Guide Level 3 Key to icons in the Instructor Guide: Timing Next Slide (s) Instructor Demonstration Exercises Activity Summary Objectives Business Scenario

s e s i n u s B

i o a r n z e S

Hints and Tips Warning or Caution Internal Note

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SCM650 Cross-Functional Customizing in SD Appendix

Contents

SAP Contacts...................................................................................................7 Walldorf...................... Walldorf....................................... ................................. ................................ ................................. ........................................................ ....................................... 7 North America....................... America........................................ ................................. ................................. ................................. ................................ .............................7 .............7

Course Details......... Details.................. .................. .................. .................. ................. ................. ............................................8 ...................................8 Duration...................... Duration....................................... ................................. ................................. ................................. ................................ .......................................8 .......................8 Course and other materials (training course).................................... course).................................................... ...................................8 ...................8

Revisions to Previous Instructor Guide (4.6C).............................................9 Differences b etween 4.6C and 4.7............................ 4.7............................................ ................................ ................................. ...........................9 ..........9

Trainer Profile................................................................................................10 Knowledge needed:.............................. needed:............................................... ................................. ................................ ............................................10 ............................10 Recommended courses to have attended:.......................... attended:.......................................... ............................................ ............................ ..10 Recommended reading:........................ reading:......................................... ................................. ...........................................................10 ...........................................10 How to prepare for the course:.................................. course:................................................... ........................................................10 .......................................10

Training System.............................................................................................11 Data Needed.......................... Needed........................................... ................................. ................................. ................................. ................................ ..........................11 ..........11 Master Data for Participants.................. Participants................................... ................................. ................................ ...................................... ...................... .....11

Preparations Preparations in System.......... System................... ................. ................. .................. ............................................12 ...................................12 User ID and Passwords for Participants................................ Participants................................................ .......................................... .......................... ..12 Example ABAPs................... ABAPs................................... ................................ ................................. ................................. .................................... .................... ........12 CATTs................... CATTs................................... ................................ ................................. ................................. ...........................................................12 ...........................................12 Some new Menu Paths for Unit 9 (Interface Modifications) missing in the participant handbook ................................. ................................................. ................................. ................................. ................................ ................................. ................................. .........................12 .........12

Course and Unit Goals..................................................................................13 Scenario..........................................................................................................14 Course Structure...........................................................................................15 Timetable........................................................................................................16 Day 1........................... 1............................................ ................................. ................................ ................................. .....................................................16 ....................................16 Day 2........................... 2............................................ ................................. ................................ ................................. .....................................................16 ....................................16 Day 3........................... 3............................................ ................................. ................................ ................................. .....................................................17 ....................................17

Introduction to the Course...........................................................................18 Target Group.......................... Group.......................................... ................................. ................................. ................................ .................................... .................... .......18 Course goals.......................... goals........................................... ................................. ................................. ................................. ................................ ..........................18 ..........18 Course Objectives..................... Objectives..................................... ................................. ................................. .......................................................18 .......................................18 Demonstration: SD Curriculum in the Internet................................... Internet................................................................. .............................. ..18

Understanding Understanding the Organizational Organizational Structures....... Structures...........................................19 ....................................19 April 2003

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Contents

SAP Contacts...................................................................................................7 Walldorf...................... Walldorf....................................... ................................. ................................ ................................. ........................................................ ....................................... 7 North America....................... America........................................ ................................. ................................. ................................. ................................ .............................7 .............7

Course Details......... Details.................. .................. .................. .................. ................. ................. ............................................8 ...................................8 Duration...................... Duration....................................... ................................. ................................. ................................. ................................ .......................................8 .......................8 Course and other materials (training course).................................... course).................................................... ...................................8 ...................8

Revisions to Previous Instructor Guide (4.6C).............................................9 Differences b etween 4.6C and 4.7............................ 4.7............................................ ................................ ................................. ...........................9 ..........9

Trainer Profile................................................................................................10 Knowledge needed:.............................. needed:............................................... ................................. ................................ ............................................10 ............................10 Recommended courses to have attended:.......................... attended:.......................................... ............................................ ............................ ..10 Recommended reading:........................ reading:......................................... ................................. ...........................................................10 ...........................................10 How to prepare for the course:.................................. course:................................................... ........................................................10 .......................................10

Training System.............................................................................................11 Data Needed.......................... Needed........................................... ................................. ................................. ................................. ................................ ..........................11 ..........11 Master Data for Participants.................. Participants................................... ................................. ................................ ...................................... ...................... .....11

Preparations Preparations in System.......... System................... ................. ................. .................. ............................................12 ...................................12 User ID and Passwords for Participants................................ Participants................................................ .......................................... .......................... ..12 Example ABAPs................... ABAPs................................... ................................ ................................. ................................. .................................... .................... ........12 CATTs................... CATTs................................... ................................ ................................. ................................. ...........................................................12 ...........................................12 Some new Menu Paths for Unit 9 (Interface Modifications) missing in the participant handbook ................................. ................................................. ................................. ................................. ................................ ................................. ................................. .........................12 .........12

Course and Unit Goals..................................................................................13 Scenario..........................................................................................................14 Course Structure...........................................................................................15 Timetable........................................................................................................16 Day 1........................... 1............................................ ................................. ................................ ................................. .....................................................16 ....................................16 Day 2........................... 2............................................ ................................. ................................ ................................. .....................................................16 ....................................16 Day 3........................... 3............................................ ................................. ................................ ................................. .....................................................17 ....................................17

Introduction to the Course...........................................................................18 Target Group.......................... Group.......................................... ................................. ................................. ................................ .................................... .................... .......18 Course goals.......................... goals........................................... ................................. ................................. ................................. ................................ ..........................18 ..........18 Course Objectives..................... Objectives..................................... ................................. ................................. .......................................................18 .......................................18 Demonstration: SD Curriculum in the Internet................................... Internet................................................................. .............................. ..18

Understanding Understanding the Organizational Organizational Structures....... Structures...........................................19 ....................................19 April 2003

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90 min................... min..................................... .................................... .................................... ..................................... ..................................... ......................................19 ....................19 Topics........ Topics.......................... .................................... .................................... ..................................... ..................................... ............................................ .......................... .....19 Place unit in context............. context............................... .................................... .................................... .................................... ..........................................1 ........................199 Unit Objective Objectives............ s.............................. .................................... .................................... ..................................... ................................................. .............................. .19 .19 Sales Organizat Organization.. ion..................... ..................................... .................................... .................................... ......................................................19 ....................................19 Distribut Distribution ion Channels. Channels................... .................................... .................................... ..................................... .......................................... ....................... .........19 Division Division................. ................................... .................................... .................................... .................................... ............................................... ............................. .........19 Sales Area................. Area.................................... ..................................... .................................... .................................... ....................................................19 ..................................19 NEW SLIDE: Division and Business Area Account Assignment........................................20 Optional Organizational Elements in SD.............................................................................20 Demonstra Demonstration tion................... ..................................... .................................... .................................... .................................... ..................................... ...........................20 ........20 Demonstra Demonstration tion .................................... ....................................................... ..................................... .................................... .................................... ..........................22 ........22 Shared Shared Master Master Data - Concept..... Concept........................ ..................................... .................................... ......................................... ....................... ..........22 Shared Master Data – Example and Limits..........................................................................23 Shared Master Data and SIS.................................................................................................23 Multi-Div Multi-Divisio isional nal Sales Sales Documents. Documents................... .................................... .................................... ..................................... ...............................23 ............23 Demonstra Demonstration tion................... ..................................... .................................... .................................... .................................... ..................................... ...........................24 ........24 Exercises Exercises................ ................................... ..................................... .................................... .................................... ..................................... .....................................25 ..................25 Copying Control......... Control.................. .................. .................. ................. ................. ................................................26 .......................................26

140 min................. min................................... ..................................... ..................................... .................................... .................................... ......................................26 ....................26 Topics........ Topics.......................... .................................... .................................... ..................................... ..................................... ............................................ .......................... .....26 Place the unit in context..... context....................... .................................... .................................... ..................................... ............................................26 .........................26 Unit objective objectives.......... s............................ .................................... .................................... ..................................... .....................................................26 ..................................26 Document Document Flow.................. Flow.................................... .................................... .................................... ..................................... ..................................... .........................2 .......266 Creating Creating with Reference Reference (1) + (2)........................ (2).......................................... .................................... ........................................ ...................... ......27 Demonstra Demonstration tion................... ..................................... .................................... .................................... .................................... ..................................... ...........................27 ........27 Copying Copying Control Control Tables Tables - Overview...... Overview......................... ..................................... .................................... ............................... .......................27 ..........27 Copying Requirements.........................................................................................................28 Demonstra Demonstration tion................... ..................................... .................................... .................................... .................................... ..................................... ...........................28 ........28 Copying Control - Header Level..........................................................................................29 Demonstra Demonstration tion................... ..................................... .................................... .................................... .................................... ..................................... ...........................29 ........29 Demonstra Demonstration tion................... ..................................... .................................... .................................... .................................... ..................................... ...........................30 ........30 Copying Control – Item Level (1)........................................................................................31 Copying Control – Item Level (2)........................................................................................31 Reference Reference Status Status Update.......... Update............................ .................................... .................................... ........................................................31 ......................................31 Demonstra Demonstration tion................... ..................................... .................................... .................................... .................................... ..................................... ...........................32 ........32 "Copying "Copying Control" Control" Exercises Exercises................... ..................................... .................................... .................................... ............................... ......................33 .........33 Text Control Control ................. .......................... .................. .................. .................. ................. .............................................35 .....................................35

120 min................. min................................... ..................................... ..................................... .................................... .................................... ......................................35 ....................35 Topics........ Topics.......................... .................................... .................................... ..................................... ..................................... ............................................ .......................... .....35 April 2003

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Place the unit in context.......................................................................................................35 Unit objectives.....................................................................................................................35 Texts....................................................................................................................................35 Using Texts in Business Processes.......................................................................................36 Text Control Overview (Sales Document)...........................................................................36 Demonstration......................................................................................................................36 Customizing for Text Control (1) to (5)...............................................................................37 Demonstration......................................................................................................................37 Demonstration......................................................................................................................37 Demonstration .....................................................................................................................38 Using Texts as Reference – Copying Texts..........................................................................39 Demonstration .....................................................................................................................39 Text Source “Preceding Document” for Billing Documents................................................39 NEW SLIDE: Customer Specific Data Transfer Routine for Texts....................................39 OPTIONAL Demonstration of “Using a user exit for texts”................................................40 Exercises..............................................................................................................................40 Output.............................................................................................................41

90 min..................................................................................................................................41 Topics..................................................................................................................................41 Place the unit in context.......................................................................................................41 Unit objectives.....................................................................................................................41 Output Types, Transmission Media, Communication Strategy, Timing of Output..............41 Overview of Output Determination......................................................................................41 Output Determination – Access Sequence...........................................................................41 Demonstration......................................................................................................................42 Output Determination – Analysis.........................................................................................42 Exercises..............................................................................................................................42 Processing Output........................................................................................43

180 min................................................................................................................................43 Topics..................................................................................................................................43 Place the unit in context.......................................................................................................43 Unit objectives.....................................................................................................................43 Procuring and Preparing Data..............................................................................................43 Printing Data........................................................................................................................43 Example: Output BA00 (Order Confirmation).....................................................................44 New Fields for Printing Documents: Case 1 (Simple Case).................................................44 Demonstration (Part 1).........................................................................................................44 Demonstration (Part 2).........................................................................................................45 New Fields for Printing Documents: Case 2 (Complex case)...............................................45 Integrating a New Output Type............................................................................................46 April 2003

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Example: Customer's Material Label ZMAT.......................................................................46 Demonstration: Customer's Material Label ZMAT..............................................................47 Exercises..............................................................................................................................47 System Modifications....................................................................................48

150 min................................................................................................................................48 Topics..................................................................................................................................48 Place unit in context.............................................................................................................48 Unit objectives.....................................................................................................................48 System Modification Overview...........................................................................................48 Elements of System Enhancement.......................................................................................48 Demonstration......................................................................................................................48 Adding New Fields with Condition Technique....................................................................49 Demonstration .....................................................................................................................49 Adding New Fields Without Condition Technique .............................................................49 Reserve Fields in Customer and Material Master.................................................................50 Demonstration .....................................................................................................................50 Routines...............................................................................................................................51 Demonstration .....................................................................................................................51 User Exits.............................................................................................................................52 Demonstration .....................................................................................................................52 Extending SAP Transactions................................................................................................52 Example: Function Module Exit SDVFX004.......................................................................53 Demonstration .....................................................................................................................53 Business Transaction Events (BTE).....................................................................................54 Demonstration of “Business Transaction Events (BTE)”....................................................54 Preview of Business Add-Inns.............................................................................................55 Exercises..............................................................................................................................55 Lists................................................................................................................56

60 min..................................................................................................................................56 Topics..................................................................................................................................56 Place unit in context.............................................................................................................56 Lists and List Viewer...........................................................................................................56 NEW SLIDE: New Fields For Lists Of Sales And Distribution Documents........................56 Demonstration .....................................................................................................................56 OPTIONAL Demonstration “New Fields For Lists Of Sales And Distribution Documents” ..............................................................................................................................................56 Exercises (can also postponed to the end of the course).......................................................57 Interface Modifications.................................................................................58

60 min..................................................................................................................................58 April 2003

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Topics..................................................................................................................................58 Place the unit in context.......................................................................................................58 Unit objectives.....................................................................................................................58 Customer Master..................................................................................................................58 Customer Master – Account Groups....................................................................................58 Customer Master - Selecting Fields for Data Groups...........................................................59 Customer Master - Selecting Fields for Account Groups ...................................................59 Customer Master - Additional Influences on Field Selection ..............................................59 Customer Master - Linking Rules in Field Selection ...........................................................59 Table Control.......................................................................................................................62 Demonstration .....................................................................................................................62 Transaction Variants / Screen Variants / GuiXT..................................................................62 Demonstration......................................................................................................................62 NEW SLIDE: Calling Transaction Variants for VA01........................................................62 Exercises..............................................................................................................................63 Unit: Conclusion............................................................................................64

15 mins................................................................................................................................64 Appendix........................................................................................................65

Coding of the Copying Requirement 904 for invoice items (part of the training master system)..................................................................................................................................65 Coding of the Data Transfer Routine 91 for texts (part of the training master system)........66 Contents of the Report Z_LO650_CODE (part of the training master system)....................67 Coding of the Function Module ZZLO650_INTERFACE_00503306 (part of the training master system)......................................................................................................................68

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SAP Contacts Walldorf

Werner Herhuth Mail: Werner Herhuth Internet: [email protected] Phone: +49 6227 748987 North America

Don Gosnell Mail: Donald Gosnell Internet: [email protected] Phone: 404 943-2850

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Course Details Duration

3 days Course and other materials (training course)

Course folder SCM650 ASAP Guides: •

Printout Design

(Mat. No: 50022337)

(Note: This guide can be ordered in the SAP-SHOP.)

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Revisions to Previous Instructor Guide (4.6C) •

Differences between 4.6C and 4.7

The unit “Data Transfer” was removed from the course. In the meantime there are some new approaches like Legacy Migration Workbench (LSMW) and other aspects, so that we could no longer cover the topic adequately. The interested customer may attend the 5.day !! course BC420 Data Transfer. Furthermore the unit “Organizational Structures in SD” was renamed in “Understanding the Organizational Structures” to emphasize, that we expect that participants already know the basic elements so that we can make a review and concentrate on the problem areas. Finally the unit “Lists” was positioned after unit “System Modifications” and upgraded a bit with a slide and demo showing how to add a new field for the list of sales orders.

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Trainer Profile Knowledge needed:

Good understanding of the processes and functions in all of SD SD Customizing Basic understanding of ABAP/4 Recommended courses to have attended:

SCM600, SCM605, SCM610, SCM615, (SCM620) Recommended reading:

SD online documentation SD IMG documentation Extended help for transaction CMOD (Project Management of SAP Enhancements) How to prepare for the course:

Visit SCM650 Work through the course demonstrations and exercises! This must be done to ensure a smooth flow to the demonstrations during the course, since many of the topics you will present are more complex than those found in other SD courses.

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Training System Data Needed

This course has been created as a continuation of LO150. Therefore we have also used part of the LO150 data. The system contains master data for the instructor to be used in the demos: Customer

IDES Customer number

Name

Sales organization / Distribution channel / Division

1

2300

2 Material

1174 IDES Material number

1

1400-100

"Deluxe" headlight

1000 / 12

100

1000 / 0001

2

1400-200

"Deluxe" back light

1000 / 12

100

1000 / 0001

3

1400-300

Motorcycle1200 cm3 - Model "SUNFUN"

1000 / 12

100

1000 / 0001

4

1400-310

Motorcycle 350 cm3 - Model "Junior"

1000 / 12

100

1000 / 0001

Motormarkt Heidelberg GmbH Motormarkt Stuttgart GmbH Description

Sales organization / Distribution channel

1000 / 12 / 00 1000 / 12 / 00 Stock Plant / storage location

Master Data for Participants

Data has already been created in the training master system (copied from master data used by the instructor). For each participant group, there are: •

2 customer master records in the sales area: 1000, 12, 00. T-S50A## and T-S50B## (## = group 01-20).

•

4 material master records with stock in plant 1000 T-AS1##, T-AS2##, T-AS3## and T-AS4##.

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Preparations in System User ID and Passwords for Participants

User ID for participants: SCM650-## (where ## = group number) Users must be created before starting the course using transaction ZUSR

ZUSR

Copy from

SCM650-99

Copy (= name of course)

SCM650

No of workgroups

20

Initial-password

TRAINING

Execute

The course should be already assigned to a training system with deactivated lock mechanism for maintaining tables. If the lock mechanism is still active you can start report: ZSENQOFF in transaction SE38. (Report: ZSENQON would then reactivate the lock mechanism.) This is necessary to avoid long delays for the students when doing the exercises. If you have not already done so, use report ZDEBLAN to convert the language of the customer master to the language of the country in which the course is being held. Example ABAPs

There is an ABAP/4 program called Z_LO650_CODE in the system that contains the relevant coding for individual tasks (as a copying reference, etc). CATTs

The scenario of the course continues from SCM600 (ex LO150,) so to keep things simple, data has been used from course SCM600. Some new Menu Paths for Unit 9 (Interface Modifications) missing in the participant handbook

During the first teach it turned out that in Release 4.7 some details in the menu paths concerning Transaction Variants and Partner Determination were changed without notice. The changes are therefore not in the participant handbook. Please see the demos in Unit 9 and give a hint to participants before the exercises of unit 9. April 2003

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Course and Unit Goals

Business processes in sales and distribution are represented in the Sales and Distribution application component in the R/3 System with documents and master data. The implementation team needs a thorough understanding of cross-functional Customizing in order to adapt the component to meet the customer's needs. This course discusses how you can configure the system as well as related topics such as organizational structures, messages, system modifications and master data transfer.

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Scenario

The MSI project team for implementing R/3 has used the standard R/3 System as much as possible to represent MSI's business processes. However, some departments (such as Customer Service) have particular requests that can only be met by using cross-functional Customizing. As a member of the project team, you must get to know the functions in cross-functional Customizing so that you can find solutions for these requests. The preparations for going live also include managing authorizations and planning how to transfer data.

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Course Structure

Understanding the Organizational Structures: Increase understanding of the organizational

structures in SD by introducing all the optional organizational elements including the sales person. Show how the organizational structure affects the master data and evaluations as well as how shared (common) master data can be used. Copying Control: Use these functions in the creation of a new sales document type (sample

quotation). Text Determination: Create new text types for the sales document header and item. Output: Introduce output determination and modify the settings to meet specific requirements

(change output condition records for output type BA00 for certain customers to fax). Processing Output: Among other things, introduce how to display the new text types from the

"Output" chapter in printed documents. System Modifications: Introduce the basic principle behind system modifications in Sales and

Distribution and create an example (billing document variants) that includes various elements such as reserve fields and copying requirements. Talk about the enhancement concept (transaction CMOD) and make an example enhancement project. Lists: Display the options of the List Viewer including adding a new field. Interface Modifications: Introduce the account group with field selection for customer master

and talk about the field selection for the material master. Show how the user can use Table Control, using VA01 as an example. Show what the transaction variants do and show a simple example.

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Timetable Day 1

Approx. times

Contents: Units and Topics

10:00-10:30

Introduction to the course

10:30-12:00

Understanding organizational structures

12:00-13:00

Lunch

13:00-13:30

Exercises

13:30-14:30

Copying control (1)

14:30-14:50

Activities: Trainer and Participant

Coffee

14:50-16:20

Copying control (2)

16:20-17:00

Exercises

Day 2

Approx. times


9:00-11:00

Text determination

11:00-11:20

Coffee

11:20-12:00

Exercises

12:00-13:00

Lunch

13:00-14:00

Output

14:00-14:30

Übungen

14:30-14:50

Coffee

14:50-16:30

Processing output

16:30-17:00

Exercises

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Day 3

Approx. times


9:00-10:50

System modifications (1)

10:50-11:10

Coffee

11:10-11:30

System modifications (2)

11:30-12:00

Exercises

12:00-13:00

Lunch

13:00-14:00

Lists

14:00-15:00

Interface modifications

15:00-16:00

Exercises

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Introduction to the Course

The instructor and students introduce themselves. Explain the organizational aspects of the course. Get to know the group and find out about their expectations of the course. Cover any logistic issues (breaks, phones, restrooms, lunch, start and end times). Stress that this is a Level 3 course, and as such, will concentrate on the configuration aspects of pricing. The students will spend a considerable amount of time working on exercises, including building a complete working pricing model.

Target Group Course goals Course Objectives

Explain how you can access in the internet the courses offered by SAP, the curriculum and the course descriptions and how you can register f or courses.

Demonstration: SD Curriculum in the Internet. Go to the Internet Internet address www.sap.com

Choose Education Choose Education Home Choose your local country Display the Curriculum: the following steps will be different depending on the country you have chosen: as an example for the USA it would be: Choose USA Choose SAP R/3 courses Choose Logistics – Customer Order Management Explain the curriculum. Choose the course description for the course, which you are teaching Explain the prerequisites and the objectives for this course.

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Understanding the Organizational Structures 90 min

Topics

Key organizational elements used in SD Defining organizational structures by linking them to organizational elements Shared master data Impact of organizational structure on master data and reporting Place unit in context

See scenario slide in the unit

Unit Objectives

At the conclusion of this unit, participants will be able to: •

Describe the main organizational elements in SD and their relationships

•

Create organizational elements and use them to build organizational structures

•

Use shared master data techniques to reduce maintenance workload

•

Make Customizing settings which affect the use of organizational elements

Sales Organization Distribution Channels Division

As an introduction, present the basic organizational elements in SD.

Sales Area

A simple organizational structure is often better than a complex one. For example, it makes master data maintenance or order entry clearer for the user.

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NEW SLIDE: Division and Business Area Account Assignment

This slide helps to create an understanding for the possible problem in the customer project, if the customer says “In our company, a product can belong to more than one division”. .

Optional Organizational Elements in SD

Introduce the sales office, sales group and sales persons. It is often not clearly understood by the user that they can analyze and evaluate data in the Sales Information System based on the levels they created in the organizational structure. Instead, they often create far too many sales areas.

Demonstration

Menu path:

Tools AcceleratedSAP Reference IMG Enterprise Structure •

Customizing

Definition

Edit Project

SAP

Sales and Distribution

Sales organization Distribution channel Sales office Sales group

The sales person can be managed as an employee in the Human Resources (HR) component. In HR the sales person is assigned to a sales organization, sales group and sales office. If your system does not include the Human Resources application module, you can transport the HR tables needed for creating, changing or displaying a sales employee from client 000 to the target client. (IMG menu: Sales and Distribution sales employee without HR).

Master Data

Business partners

Example:

1.) Display customer master 2300 2.) Partner function SE  Number 1264 Lindgren April 2003

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3.) Double click on this partner.

4.) Go to "Display sales employee" screen 5.) Choose the Sales data view and choose Display You can see that the partner has been assigned to sales group 103

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Demonstration

1. Define a new distribution channel, for example, Y1 “telephone sales” 2. Assign the new distribution channel to sales organization 1000 Enterprise Structure and Distribution

Maintain structure

Assignment

Sales

Assign distribution channel to sales organization

3. Create two new sales areas with the new distribution channel and division 00 (cross-division) and 02 (motorcycles). Set up sales area

4. Maintain the business area account assignment for the new sales area Business Area Account Assignment

Define Rules by Sales Area

Choose Rule 1 for your sales areas.

Shared Master Data - Concept

Shared master data minimizes the amount of master record maintenance that must take place. You can specify in Customizing which sales areas can use the shared master data. On the "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. On the "sales organization/division" level, you can define which division should be used for accessing condition records and which division should be used for accessing the customer master data.

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Shared Master Data – Example and Limits

Discuss the example on the slide

Shared Master Data and SIS

Even if you are using shared master data, the data values transferred to SIS come from the values in the sales, delivery and billing documents. This allows detailed evaluations for all organizational structures while minimizing the amount of master data that needs to be maintained.

Multi-Divisional Sales Documents

This discusses the problem of header and item divisions: 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. If you select this field, the system proposes the division from the material master record. If you leave the field blank, the division in the sales document header applies to all items. You must define the correct source field for the division in SIS so that this setting affects the updating rules in the sales information system accordingly.

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Demonstration

The new sales area Y1 should use the data from sales area 1000, 12, 00 in order to minimize the maintenance workload Menu path:

Tools AcceleratedSAP Reference IMG Sales and Distribution Channels

Customizing Master Data

Edit Project

SAP

Define Common Distribution

1. Assign distribution channel 12 to sales organization 1000, distribution channel Y1, for conditions and the customer/material master data. 2. Show that the user cannot yet create an order for sales area (1000, Y1, 00). (Message: Order type OR has not been defined for sales area 1000, Y1,00) 3. Assign the sales document types permitted for the new sales area to the sales area by copying the agreements from distribution channel 10. Sales and Distribution Header

Sales

Sales Documents

Sales Document

Assign Sales Area to Sales Document Types Combine distribution channels

Assign distribution channel 10 to (1000,Y1).

4. So that orders can be created properly, you must also enter the pricing determination procedure. Sales and Distribution

Basic Functions

Pricing

Pricing Control

Define and Assign Pricing Procedures Choose: Define Pricing Procedure Determination

Place your cursor on sales area (1000,10,00) Select the entry for document procedure "A" and customer procedure "1" and choose " Copy as.." Overwrite the distribution channel with your new distribution channel and choose Enter. Save your entries.

5. You can now create an order for sales area (1000,Y1,00)

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Exercises

30 min The participants practice what you showed in the demo.

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Copying Control 140 min

Topics

Configuring copying control Creating requirements and transferring data Place the unit in context

See the unit scenario

Unit objectives

By the conclusion of this unit, the participants are able to: •

Analyze the document flow

•

Create documents with reference

•

Use copying control tables to meet special requirements

Sales document type ZAG – sample quotation has already been created in the training master system. You can study it and delete it before the course starts in order to create it again in the demo (maybe create a safety copy, such as YQT).

Document Flow

A business process is composed of individual process steps that are recorded as documents. The data from a previous document is copied into its successor and this chain of steps is recorded in the document flow.

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Creating with Reference (1) + (2)

You can create sales documents with reference to documents that were created previously. You can enter a different requested delivery date in the new document for all the items. You can also call up a selection screen for the referenced document. Before the data is copied, the system checks whether certain requirements have been met. Examples of these requirements are: •

Do the reference document and copied document have the same sold-to party?

•

Has the item being copied already been rejected?

•

Have the items being copied already been referenced?

•

Has the validity period of the reference document been exceeded?

Note: You cannot copy incomplete sales documents.

Demonstration

1.) Create a quotation for customer 2300 with two items. 2.) Maintain the name and phone number in the header purchase order data (important for the next demo!) 3.) Create an order with reference to this quotation. 4.) Only copy one item. 5.) Display document flow.

Copying Control Tables - Overview

The copying control tables are an important part of Customizing in your R/3 System. These tables control many of the functions performed when you create a sales document with reference to a preceding document. There are copying control tables for sales documents, deliveries and billing documents. There are control tables for all levels in the sales document.

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Copying Requirements

Before data is copied from the source document to the target document, specific requirements must be satisfied at each level. These requirements are contained in the ABAB/4 routines and are chosen by their identification numbers in the copying control tables. Routines can be modified, or new routines can be created with transaction VOFM. Once the copying requirements are satisfied, the specified data transfer r outines are executed.

Demonstration

Show transaction VOFM. Menu path: (in IMG) Sales and Distribution requirements

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System Modification

Routines

Define copying

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Copying Control - Header Level

In copying control, you define which source document types may be copied into which target document types. The system will not let you create a sales document with reference to another document type that is not in the copying control.

Demonstration

Demo 1: Source document type - Target document type

1.) Create a new quotation for customer 2300. 2.) Show that you cannot copy a quotation to another quotation, for example. Demo 2: Copying requirement 001 "Same customer in header"

1.) Create order 2.) Enter customer 1174 as the sold-to party Sales document

Create with Reference

use quotation created above.

3.) Not possible because the sold-to parties are different. Demo 3: Activate copying control 002 in copying control QT

OR.

Repeat demo 2. It is now possible to create the order with reference to the quotation.

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Talk about the significance of data transfer routines. Show, for example, that the purchase order data cannot be transferred in the order from the first demo (same sold-to party). In the next demo, show what the users have to do if they want to copy the purchase order data. The necessary coding is in the Z_LO650_CODE program and can be copied from there. Form routine 951 is needed in the exercises!

Demonstration

Use form routine 051 to create routine 951, specifically for the customer. Menu path: (in IMG) Sales and Distribution System Modification Routines for Data Transfers Data transfer

Routines Orders

Define FORM

1. Overwrite the key entry 051 (general header data) with 951 and choose Enter . This copies the form routine. (if the system asks for a SAP development class, take e.g. VA0C) 2. Edit routine 951 and add the following coding at the end. (from Z_LO650_CODE) if tvak-vbtyp = charc. vbak-bname = cvbak-bname. vbak-telf1 = cvbak-telf1. endif. 3. Save and activate routine 951. 4. Activate 951. Note: CVBAK is the header of the reference document VBAK is the header of the target document TVAK-VBTYP = CHARC (i.e. “C”) means: target document is order

5. Activate form routine 951 in copying control QT  OR (instead of 051). 6. Create a sales order for the quotation from the " Create with Reference" demo (with purchase order data). Use the same sold-to party! 7. Show that the purchase order data has been copied. April 2003

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Copying Control – Item Level (1)

In copying control, the controls for each item category are defined at item level for each "Target document type / Source document type". The details screen for an item category contains: Copying requirements Data transfer routines And the following important entries: •

Quantity/value pos/neg: Controls how the unreferenced quantity in the source

document is affected by the copying action •

Copy quantity: Defines which quantity can be copied into the target document

(e.g. Blank = best possible quantity = open order quantities for sales document type QT) •

Pricing type: Specifies how pricing data should be processed when copying

•

Update document flow: Specifies whether the system updates the document

flow when a document is copied

Copying Control – Item Level (2)

The rules for item category determination also apply to creating sales documents with reference. If an item category has been manually set in the source document, you must activate the "Default item category" field so that the correct item category is copied into the target document. Reference Status Update

You can control when an item from the reference documents is complete: 1.) An item is complete as soon as it is referenced. In the above example, the inquiry is completely referenced even when only a partial quantity has been copied to the quotation. An item is only completed once the complete quantity has been copied into a subsequent document. In the above example, the quotation is only partially referenced which enables you to create several orders for an item until the quantity has been completely used up. You can choose these settings in Customizing for item categories. If an item is rejected, it is given "not referenced/completed" status.

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Present the "Sample quotation" scenario:

The marketing department has requested a "sample quotation" for special promotions, which the individual sales offices can use as a template when they create quotations for certain customers. This will make the process for creating quotations more efficient. 1.) Copying QT to QT is not permitted in the system. 2.) Even if it were permitted, once you had copied it once, the sample quotation would be completed. (Quantity/value switch = +) The sales document type ZAG – sample quotation has already been created in the training master system. You can study it and delete it before the course begins so that you can create it again in the demonstration (if necessary, make a security copy, for example, YQT), or you can just demonstrate it. Demonstration

If you decided to delete ZAG, create it for the demo as follows (you should have practiced this before, otherwise use the existing ZAG and explain it). 1.) Create sales document type ZAG. Menu path: (IMG) Sales and Distribution Header

Sales

Sales Documents

Sales Document

Define Sales Document Types

Select the table entry for document type QT Choose: Edit

Copy as

Overwrite QT with ZAG in the "Sales document type" field Choose Enter Answer the system inquiry "Is this entry also relevant for copying control?" with "No". Save your entries.

2.) Create new copying controls for source ZAG, target QT:

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•

Choose QT  OR as a copying reference

•

Replace target: OR with QT and source: QT with ZAG

•

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SCM650 Cross-Functional Customizing in SD Appendix •

Copy all dependent entries

•

Change the item categories at item level for copying control ZAG  QT: Leave quantity/value pos./neg. blank If necessary replace the OR category in the item category field with the correct QT categories (for example, replace TANN with AGNN)

3.) Save your changes 4.) Create a one-time (conto pro diverse) customer for account group CPDA Name: CPD-SCM650 Note: Mention, that shipping condition, payment terms and incoterms will be entered when creating the sales document.

5.) Create a sample quotation for the one-time customer CPD-SCM650 Material 1400-300 (Sunfun)

1 piece

Promotion discount KA00

25 %

Payment terms:

ZB01

Incoterms:

EXW Hamburg

Shipping cond:

02 (Standard)

6.) Create a quotation for customer 2300 with reference to the sample quotation. Display pricing (25% KA00) Display the document flow (reference is still open!) 7.) Display the following information from the sample quotation: Overall status – open Reference status – not referenced Which means you can copy it as often as you like!

Finally, show that you cannot create an order with reference to the sample quotation.

"Copying Control" Exercises

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The participants activate the header copying rule 002 for their order type ZA## and do the exercises. Then they create their own sample quotation ZQ## as a copy of ZAG and do the exercises.

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Text Control 120 min

Topics

Text types Texts in the SD process Configuration of text control Copy and reference texts Place the unit in context

See scenario slide in the unit

Unit objectives

By the conclusion of the unit, the participants should be able to: •

Identify the sources 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

Texts

Texts are stored in various objects in documents in the SAP R/3 System, such as the customer master record, the material master record, the customer-material-info record and in all documents. The customer master record contains central texts, texts specific to Accounting and Sales and Distribution as well as texts for contact persons. You can define different text types for each of these areas. Example of text types specific to Sales and Distribution are: Marketing notes, notes on sales, shipping instructions The material master record contains a purchase order text and a sales text. Documents contain texts at header and item levels. You can enter texts in several different languages.

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Using Texts in Business Processes

Texts can be stored in the master data and copied from the master data into sales and distribution documents. Texts can also be copied from a reference document into another sales and distribution document, for example, from a quotation into an order, or from an order into a delivery.

Text Control Overview (Sales Document)

Text control is for creating texts automatically when you create a text object.

Demonstration

1.) Create a quotation for customer 2300 2.) Create some header text For example “Please check our special offers" 3.) Enter item with 1 piece of material 1400-300 4.) Use the analysis to display the source of the text (material) 5.) Create an order with reference to the quotation 6.) Show that the header text has been copied 7.) Show the source of the item text (now preceding document!)

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Customizing for Text Control (1) to (5)

Explain text control using these slides

Demonstration

Menu path: (IMG) Sales and Distribution

Basic Functions

Text Control

Show how texts are determined in Customizing, in the same way as depicted in the slides. Adding the quotation header text to the header text types:

The customer service employee wants to be able to create a special quotation header text for quotations. For example "As long as stocks last. Offered subject to prior sale!"

Demonstration

1.) Create text type Y001 for sales document / header. 2.) Copy text control procedure Y1 from 01 (Clipboard) and include text type Y001. Use care in copying the contents of procedure 01! Sometimes the entire values do not get pasted into the new procedure. Correct manually if necessary. 3.) Create access sequence 9900. VBBK,Y001,all languages, requirement 1

4.) Assign text determination procedure to document types QT and OR. 5.) Test document flow for quotation – order 6.) Show text determination analysis

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Adding "Additional label text" to the item text type:

A special material label will be created in the R/3 System to improve sales processing in your company. This "additional label text" should help the customer (retailer) to identify goods that have been delivered and make it easier to assign the goods to his own (end) customers.

Demonstration

Add item text "label text" (for example, for all customers that use item category TAN) 1. Create text type Z001 for sales document / item level. 2. Create access sequence 9800 for this text VBBP,Z001,all languages, requirement 50

3. Copy text determination procedure Z1 from 01 (Clipboard) and include Z001. 4. Assign text determination procedure to item category TAN. 5. Create additional label text in existing demo sales order: For example, “Commission: Speed Control Corp.”

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Using Texts as Reference – Copying Texts

Explain the differences between referencing and copying.

Demonstration

1.) Create a standard text: Text name: LO650 Text ID:

SDVD

Language: Course language "For up-to-date information, read the test report in the latest issue of Motorcycle Today" 2.) Change the sales order from the first demo. 3.) Go to the Texts tab for the first item. Double-click on the material sales text to create a new text. Enter a blank space and choose Details at the bottom of the screen. 4.) On the editor screen, include and expand the standard text module 5.) Display the sales document on the screen

Text Source “Preceding Document” for Billing Documents

Problem: Only one document, either the sales order or the delivery note, can be the source for the text objects VBBK and VBBP. This is decided in the configuration of the Billing Type (flag “Delivery text”) NEW SLIDE: Customer Specific Data Transfer Routine for Texts

Shows the routine that is eventually demonstrated, so you need not distribute additional hardcopies.

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OPTIONAL Demonstration of “Using a user exit for texts”

A Data Transfer Routine for texts (no. 91) is available in the training system (coding see Appendix). IMG Sales and Distribution Define Copying Requirements

System modifications Data Transfer Texts

Routines

With this routine you can read standard texts with a variable key composed like ZMAT:material number (for example. ZMAT:1400-300 in the case of Sunfun 1200ccm) With this routine we can (for example) extend the access sequence 23 Sales document item / Packing notes to read a material-specific Packaging note. This is particularly interesting, because there is no standard configuration in text control for the material texts and customers appreciate it if you show them a way out.

1.) Make sure that routine 91 is active. 2.) Create a standard text. Tools

SAPscript

Text name Text-ID Language

Standard Text

ZMAT:1400-300 SDVD (Std. Text for SD Forms) Course Language

3.) Extend the access sequence 23 Sales document item / Packing notes by a new line: TEXT, SDVD, all Languages, UserExit 91 (in field DATA!)

4.) Create a sales order using material 1400-300. Show that the Packing note is filled with your standard text.

Exercises

40 min Text analysis, own header text determination procedure, referencing and copying texts

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Output 90 min

Topics

Output types Transmission media Dispatch times Determining output Place the unit in context

Unit objectives

At the conclusion of this unit, the participants will be able to: •

Describe the purpose of output types

•

Set up various transmission media for issuing and printing output

•

Change dispatch times to affect when output is issued

•

Make the necessary Customizing entries to adjust output determination to meet the customer’s requirements

Output Types, Transmission Media, Communication Strategy , Timing of Output

Overview of Output Determination

Present output determination using sales document type OR as an example

Output Determination – Access Sequence

Show how an access sequence is structured and create one as Z001 in the next demo

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Demonstration

Show how output is determined using the sales document type OR as an example: 1. Procedure V10000 2. Output type BA00 3. Access sequence 0002 (order type) 4. Create your own access sequence Z001 Copy 0001 Add access 007 (sales order type) to level 30 Go to field level before saving, otherwise there might be problems when generating the sequence 5. Assign the new access sequence to output type BA00 6. Create a condition record for customer 2300 with the fax as medium. 7. Create an order and show the determination analysis 8. Maintain customer master 2300: fax number 1234567. 9. Repeat order.

Output Determination – Analysis

Important aid for Customizing output determination as well as for later.

Exercises

30 min Output condition records, determination analysis

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Processing Output 180 min

Topics

Adjusting layout sets for output types Processing your own output types Place the unit in context

Unit objectives

At the conclusion of this unit, participants will be able to: •

Explain how output types are processed in the R/3 System

•

Judge how difficult it is to adjust existing layout sets to meet your requirements

•

Name the steps needed for integrating customer-specific output types

The first part of this unit explains how to make simple changes to the layout of print output, which can be made by "non-programmers" using the ASAP Guide "Printout Design".

Procuring and Preparing Data

In order to transmit output, the system needs to procure all the data from the database and prepare it for the transmission medium being used. Printing Data •

•

•

April 2003

The system procures and prepares data in two separate steps to print out documents The printing controls are defined in the SAPscript for separately from the printing program The output is then transmitted to a printer or other device.

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Example: Output BA00 (Order Confirmation)

This is the first time you mention communication structures. Explain that all fields that are available for output are represented in the applicable communication structures. New Fields for Printing Documents: Case 1 (Simple Case)

Prepare the following demo: Incoterms (e.g. EXW) should be printed out with the corresponding description text (field VBDKA-INCO1_BEZ).

Demonstration (Part 1)

1. Copy form RVORDER01 from client 000 to ZRVORDER01 Tools

SAPscript

Form

Utilities

Copy from client

(Development class, e.g. Z001) 2. Form ZRVORDER01  Change Page window MAIN  Edit Text elements 3. Add the description to terms of delivery in the form. Set up (VBDKA-INCO1_BEZ) as follows: &'Terms of delivery 'VBDKA-INCO1& &VBDKA-INCO1_BEZ& &VBDKA-INCO2&,, 4. Activate the form 5. Assign form ZRVORDER01 to output type BA00 6. Issue the order confirmation (to screen) from the existing order.

Remind the class of the new text types that were created in the text determination unit: Y001 – Quotation header text Z001 – Additional label text (Item text)

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Demonstration (Part 2)

1. Form ZRVORDER01  Change Page window MAIN  Edit Text elements 2. INCLUDE for text type Y001 in the form (at the end of text element HEADER TEXT) IF &VBDKA-VBTYP& = ‘B‘ INCLUDE &VBDKA-TDNAME& OBJECT VBBK ID Y001 PARAGRAPH HT ENDIF So that it looks as follows: /E HEADER_TEXT /: INCLUDE 'SD_RVADOR01' OBJECT TEXT ID SDVD PARAGRAPH HT /: INCLUDE &VBDKA-TDNAME& OBJECT VBBK ID 0001 PARAGRAPH HT /: IF &VBDKA-VBTYP& = 'B' /: INCLUDE &VBDKA-TDNAME& OBJECT VBBK ID Y001 PARAGRAPH HT /: ENDIF

3. Activate the form 4. Assign form ZRVORDER01 to output type AN00. In the configuration of output type AN00, choose Processing routines. Change the Form field to ZRVORDER01. 5. Issue the quotation confirmation (to the screen) from an existing quotation with quotation header text

New Fields for Printing Documents: Case 2 (Complex case)

No demo for this part. Refer to the IMG path for the procedure Sales and Distribution System Modification Create new fields (using the condition technique) New fields for output control

Discussed later in the "System Modifications" unit.

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The second part of this unit demonstrates the steps necessary needed to integrate new output types with new processing programs and forms in the R/3 System. This is obviously too complex for "lay" users. If the customers wish to undertake these changes in their company, they will need trained ABAP/4 and SAPscript programmers. Integrating a New Output Type

Prepare for the following demo using ZMAT: New output types are normally based on existing document types.

•

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

•

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

•

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

•

Example: Customer's Material Label ZMAT •

•

•

April 2003

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

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Demonstration: Customer's Material Label ZMAT

Starting point: simple material label Link it to item text "additional label text" Use "Output Determination Overview" slide from previous unit. Include a new output:

The first three steps have already been executed in the training master system 4.6 to make it easier for the instructor! 1.) Output type ZMAT (delivery item): IMG Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain output types

Copy from LQCA Access sequence 3 SLSORG/customer(2 levels) 2.) Assign output to partner function (ZMAT,1,SH) 3.) Assign processing program ZZLO650 and form ZZ_MAT_LABEL to ZMAT, with FORM routine ENTRY (available in training system!) Assign forms and programs



Assign to shipping documents

4.) Include output in procedure V20001 (Level 10, counter 1, ZMAT) Shipping 5.) Output Control Define Print Parameters Shipping point Output device Suffix 1 Suffix 2 1000 LP01 ZMAT MAT-LABEL 6.) Create output condition record for ZMAT (Sales org. 1000, customer 2300, dispatch time 3) Otherwise, dispatch time 1 with RSNAST00! Transfer the text type from the order to the delivery:

1.) Include output Z001 in text determination procedure 02 for the delivery item Create and use access sequence 9700 (VBBP,Z001,x, req. 50)

Exercises

30 min Display output, understand how to process your own output types. April 2003

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System Modifications 150 min

Topics

Basic system modifications in Sales and Distribution Elements of system modifications Enhancing SAP transactions Place unit in context

Unit objectives

At the conclusion of this unit, the participants will be able to: •

•

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

System Modification Overview

Explain the difference between customer enhancements and customer modifications. Customer enhancements use interfaces defined by SAP and are normally release-

insensitive - MORE SECURITY! Customer modifications that don't use this concept can mean a high maintenance

workload when the release is upgraded. Elements of System Enhancement

Introduce the individual elements within system modifications for Sales and Distribution. Demonstration

1.) Show the participants the Sales and Distribution/System Modification path in Customizing. 2.) Expand some of the subnodes to show how much there is. 3.) Go to an example in the online documentation. April 2003

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Adding New Fields with Condition Technique

The technique is used by pricing, output control, account determination, listing, exclusion and substitution to determine prices or output, for example. In each component, all the permitted fields for accessing condition records are combines in their own communication structure. Communication structures contain all the data fields that can be used to access a condition table. You can only evaluate fields that are contained in the relevant communication structure for the access sequences within the different applications of the condition

technique. INCLUDES are linked to all the relevant communication structures, and new data fields are added to these. The system does not overwrite them when you upgrade your release. Demonstration

Use pricing as an example: Reserve field ZZKVGR1 (customer group 1) has already been added to table KOMKAZ in the training master system for the pricing course. According to the procedure checklist in Customizing, this can be included in the catalog of permitted fields. Adding New Fields Without Condition Technique

Briefly discuss some of the examples that use this technique.

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Reserve Fields in Customer and Material Master

Explain the purpose of reserve fields Show how the fields are already integrated in the document chain, which means that adapting the fields for the customer problem saves you a lot of work compared to including new fields. Discuss ways for changing the short text for a data element.

Demonstration

1.) We enter a short text for data element KVGR1 as "BILLING VARIANT" Menu path: Tools ABAB/4 Workbench Utilities Enhancements Project management Goto Text enhancements Keywords Change

Enter KVGR1

Enter and save texts 

Message: Activated asynchronously

2.) In the relevant checking table TVV1 (view V_TVV1), maintain the value list. You can find the table name in the documentation for the IMG activity: Sales and Distribution System Modification Create new fields (without condition technique) Reserve fields in the customer master record)

Transaction SM31 / View maintenance for view V_TVV1: Blank = STANDARD 001 = SPECIAL 3.) Assign the attribute 001 SPECIAL (= for example combination or new pricing) to customer 2, group 20 (search term: 20LO150-2) Change customer

Extras

Sales area data

Additional data

4.) Create an order with customer T-S50B20 and two items (1400-100 and 1400-200) and show that the field is activated in the additional data for the order header.

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Routines

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

1. Go to copying control for "Delivery to billing document" 2. Display copying control routine 004 at item level (source text) All the data required can be accessed here. 3. Use the SHOW command to display structure VBAK and check that the VBAKKVGR1 field is available. (SHOW command may not be available.) 4. NEW demo with Release 4.6: Go to transaction VOFM and show copy requirement 904 (already part of the training master system 4.6). This routine (see Appendix) has the advantage of being 100 % releaseinsensitive, because we call the original routine 004 at the end of the routine. If SAP changes the routine 004, we will inherit the changes too! 5. Change the Copying Control: Delivery to Billing for:

Target F2, source LF and Target ZF20, source LF

by replacing the copying requirement 004 with 904 for all item categories. 6. Show that the demo order for customer T-S50B20 (group 20) can no longer be billed with F2. 7. Enter billing type ZF20 in the default data and it works! The copying requirement can be changed easily for all item categories at the same time by: Select all

April 2003

Edit

change field contents

Copying requirements

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User Exits

User exits are locations in the SAP transaction, where the customer can enter the transaction and implement their own additional programming logic for a certain installation. They can be used, for example, to process new fields. User exits require a certain discipline because the interface is not as clearly defined as in function modules.

Demonstration

Add field TKOMK-ZZKVGR1 to the MV45AFZZ program in the PRICING_PREPARE_TKOMK user exit, thereby complementing the additional field in Pricing. To demonstrate this fully, you must create all relevant pricing configuration and master data to use the new field ZZKVGR1 in the field catalog. Treat this as an optional demonstration based on the interest of the participants. Extending SAP Transactions

The enhancement concept means customer modifications rarely need to be adjusted when the release is upgraded. In contrast to customer modifications, there are specific SAP interfaces for customer enhancements. The customer can write coding in a level that is separate to those provided by SAP and adjust the processes to suit their requirements to a certain extent.

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Example: Function Module Exit SDVFX004

Start the demonstration of transaction CMOD. Demonstration

1. Define the enhancement project Menu path: Tools

ABAB/4 Workbench

Utilities

Enhancements

Enter project name DEMO650

Project management

Create project

2. Choose: SAP enhancements / Change 3. Search for all SAP enhancements without entering any selection criteria and page down the list so that the customers get an impression of the enhancements that exist. 4. Now restrict the search to SD*. 5. Choose function exit SDVFX004 6. Display enhancement component: EXIT_SAPLV60B_004 7. Edit source text for function module EXIT_SAPLV60B_004 

Include ZXVVFU04

8. Add the move command XACCIT-SGTXT = XVBRP-MATNR to the ZXVVFU04 include. 9. Activate the project 10. To be safe, display the function module and choose: Function module

Activate

11. Bill the delivery 12. Display the accounting document – Item details (Domestic sales revenue). You can see the material number.

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Business Transaction Events (BTE)

The BTE technique was introduced in SD in Release 4.5. For this reason we have only a few enhancements in SD with this technique.

Demonstration of of “Business Transaction Transaction Events (BTE)”

< Approx. duration >. Step 1: Show existing interfaces.

Menu path: IMG Sales and Distribution Transactions Environment

System modifications Info system (P/S)

Use Business

Field Component: enter SD and choose Execute Existing P/S-interfaces will be displayed. Choose Documentation. IMG Sales and Distribution Transactions Environment

System modifications Info system (Processes)

Use Business

Field Component: enter SD and choose Execute Existing P/S-interfaces will be displayed. Choose Documentation. OPTIONAL!! Step 2: Activate BTE-interface (P/S) 00503306 “Maintain conditions: Text determination”. IMG Sales and Distribution System modifications Transactions Settings Products ...of a customer

Use Business

Choose: New Entries Product:

LO650

Text

Demo BTE LO650

Save Settings

P/S function modules

...of a customer

Choose: New Entries April 2003

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Event:

00503306

Product:

LO650

Function module : ZZLo650_Interface_00503306 Settings

Products

...of a customer

Set product active indicator for product LO650 and save. TEST:

Display the condition record for condition type PR00 and material 1400-300. In the field text you will see “BRUUUUUMMMMMM”. “BRUUUUUMMMMMM”.

Preview of Business Add-Inns

Only for complete information. In the future the new interfaces will be realized with ABAP-Objects.

Exercises

50 min Configure the "billing variant" and test it. Get to know the enhancement concept.

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Lists 60 min

Topics

Document lists in Sales and Distribution Document analysis ABAP List Viewer Place unit in context

See scenario in unit

Lists and List Viewer

This is the simplest topic: Discuss slides The list viewer has replaced the old lists.

NEW SLIDE: New Fields For Lists Of Sales And Distribution Documents

Shows the use of the respective user-exit in this area. Demonstration

Use the list of orders to show the functions needed by the participants for the exercises (see exercises). OPTIONAL Demonstration “New Fields For Lists Of Sales And Distribution Documents”

IMG Sales and Distribution (Without Condition Technique) Distribution Documents

System modifications Create New Fields New Fields For Lists Of Sales And

Choose: Further display fields for lists in sales documents April 2003

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1. Choose: Structural enhancement Enter in field component: ZZKVGR1 Enter in field component type: KVGR1 and activate the structure. 2. Choose: Include member V05TZZMO Enhance the ”header moves”: * *

WHEN 'VBAK'. header MOVE LVBAK-XXXXX TO LVBMTV-ZZXXXXX. MOVE LVBAK-kvgr1 TO LVBMTV-ZZkvgr1.

and activate the include. 3. Choose: Allowed fields Choose: New Entries Enter in field “field”: ZZKVGR1 Enter in field Acc.(access type): D Save your entries. 4.Go in the list of sales orders (VA05) Field Customer Group 1 is now available in the column set and can be selected for display. 5. If it does not work immediately, enter /SYNC in the command-field to clear the buffers.

Exercises (can also postponed to the end of the course)

20 min

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Interface Modifications 60 min

Topics

Account groups Customer master field selection Table control Transaction variants Place the unit in context

Unit objectives

At the conclusion of the unit, the participants will be able to: •

•

•

•

Define account groups for maintaining customer master records Name the most important factors that influence the field selection for maintaining customer data Adjust screens with the display element "table control" to meet your requirements Create and use transaction variants

Customer Master

The participants should already be aware of the structure of the customer master and know that the fields are divided up between views. Customer Master – Account Groups

Introduce the account group as a main controlling element. Give an overview of ways of controlling. In this unit, we are mainly concerned with the field selection. Important: The account group should not be used as an evaluation criterion. This is what the criteria in the master record are for.

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Customer Master - Selecting Fields for Data Groups

From this slide on, you introduce the criteria that play a role in field selection. Each field in each account group can be changed so that the user can enter or must enter data. The fields are then combined in groups. Customer Master - Selecting Fields for Account Groups

Account groups have been defined for each partner function with the relevant screens in the standard system. When the user creates a new customer, the system proposes account group 0001.

Customer Master - Additional Influences on Field Selection

The account group and the maintenance transactions that are available for the user reduce the maximum of fields that can be displayed in the view. Customer Master - Linking Rules in Field Selection

Example: If a field has been activated as "hidden" in the controlling options, the field will always be hidden regardless of the other control criteria. Therefore, if the field for terms of payment should be hidden for a certain account group, it cannot be reactivated by the transaction. Note:

It is possible to change the account group for a customer master record later. This is particularly useful for changing a sales prospect into a sold-to party but with the same customer number. This kind of subsequent change is only possible if the field selection for the new account group does not hide any fields that were available in the old account group.

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Demonstration

Approx. 30 min 1.) Display customer master with various partners Menu path: Logistics

Sales and distribution

Master data

Business partner

Note: Various partners that can be distinguished both by their master data types (such as

customer, personnel master data) as well as by the different account groups in the customer area (sold-to party, ship-to party, etc.) Business partners

Customer

Change

Sales and Distribution

Refer to the different maintenance transactions Customer

1670 (CompSmart) Sales area: 1000 12 00

Refer to different tabs and data groups. Delete the Country field  Enter (error message!)  Enter country again  Enter 

Display Sales area data. 2.) Show Customizing for the customer master and carry out any changes IMG Logistics - General Business Partner Customers Define Account Groups and Field Selection for Customers

Control

Select Account group 0001  Copy as.. button Enter Account group Z00, description “Account group LO650-Ref” and choose Enter. Select Z00 and choose the Details button Point out the one-time acct indicator. Explain field status

Choose Sales data and Expand field status button

Sales field

Subgroup list button = Lists all the fields in the

group Point out the Default product proposal entry 

Back  Sales field  Details button

1. Change Default product proposal from an optional entry to a suppressed (hidden) entry. 2. Change Customer group from an optional entry to a required entry. April 2003

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Optional: To display the documentation for a field, choose Field check and then display the documentation for the Product proposal field by choosing F2. Go back. Save

Display the other settings in detail but don't change them. 3.) In order to maintain and use the master data record, partners need to be assigned to account groups. IMG Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination Set Up Partner Determination for Customer Master

Choose: Account Groups - Function Assignment in the dialog structure Assign partner functions SP, SH, PY and BP to account group Z00. Save

4.) Create a customer record. Logistics Customer

Sales and distribution Master data Create Sales and Distribution

Account group

Business partner

Account group LO650-Ref

Use the reference to customer 2300

Sales area

1000 12 00

Don't try to enter a customer number but let the system propose one: Error Enter customer number Enter customer number

910001 10001

Error (number range!)

Save

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Table Control

Demonstration

Create demo to match the exercises.

Transaction Variants / Screen Variants / GuiXT

Demonstration

1.) Create transaction variant. IMG General Settings Field display characteristics Application Transaction Fields

Configure

Enter Transaction Code: VA01, Transaction Variant: ZPHONE In the first screen: Copy field values, do not display screen. Save using development class Z001 (if necessary several screens). 2.) Create variant transaction IMG General Settings Field display characteristics Application Transaction Fields

Configure

Enter Transaction Code: VA01, Transaction Variant: ZPHONE Choose: Goto

Create Variant transaction

Enter transaction code: ZVA01 Save 3.) Add the new transaction ZVA01 to your favorites. Favorites

Insert Transaction

NEW SLIDE: Calling Transaction Variants for VA01

Transaktion VA01 is a special case!

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Exercises

30 min

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Unit: Conclusion

15 mins

•

Summarize briefly the most important parts of the course. Review the objectives and provide brief examples of how those objectives have been met. Review the Process flow chart to remind students of all the different things they have learned during the course.

Demonstration: SD Curriculum in the Internet.

Go to the Internet Internet address www.sap.com

Choose Education Choose Education Home Choose your local country Display the Curriculum: the following steps will be different depending on the country you have chosen: as an example for the USA it would be: Choose USA Choose SAP R/3 courses Choose Logistics – Customer Order Management

• •

Discuss the follow up activities suggested for the students. Course participants leave after completing a course evaluation.

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Appendix Coding of the Copying Requirement 904 for invoice items (part of the training master system).

FORM BEDINGUNG_PRUEFEN_904. *==============================

* MODIFICATION "Billing variant" sy-subrc = 0. CHECK : ANALYZE_MODE IS INITIAL. CASE tvfk-fkart. when 'F2'. IF VBAK-KVGR1 = '001'. PERFORM VBFS_HINZUFUEGEN USING LIPS-POSNR '012' 'Lo650' SPACE SPACE. SY-SUBRC = 4. EXIT. ENDIF. when others. IF VBAK-KVGR1 NE '001'. PERFORM VBFS_HINZUFUEGEN USING LIPS-POSNR '012' 'Lo650' SPACE SPACE. SY-SUBRC = 4. EXIT. ENDIF. endcase. *============================== Perform bedingung_pruefen_004. * ENDFORM.

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Coding of the Data Transfer Routine 91 for texts (part of the training master system)

*---------------------------------------------------------------------* *

FORM DATEN_KOPIEREN_91

*---------------------------------------------------------------------* * Use material-no. FTVCOM-MATRN to read a specific standard text. * * This is an example for course Lo650

14.10.1999 WH

*---------------------------------------------------------------------* form daten_kopieren_91 . referenz-tdid

= 'SDVD'.

referenz-tdobject = 'TEXT referenz-tdname

'.

= 'ZMAT:'.

referenz-tdname+5 = FTVCOM-MATNR. endform.

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Contents of the Report Z_LO650_CODE (part of the training master system). REPORT Z_LO650_CODE .

" Release 4.6

THIS PARTS OF CODE ARE MEANT TO HELP THE LO650-INSTRUCTOR !! ************************************************************************ UNIT "Copying Control" - Coding for Data-Transfer-Routine 951 1.) COPY 051 -> 951 2.) INSERT AT THE END (IMMEDIATELY BEFORE STATEMENT ENDFORM) IF TVAK-VBTYP = CHARC. " only for orders VBAK-BNAME = CVBAK-BNAME. VBAK-TELF1 = CVBAK-TELF1. ENDIF. ************************************************************************ UNIT "Processing Output" - layout-set ZRVORDER01 &'Lieferbedingungen 'VBDKA-INCO1& &VBDKA-INCO1_BEZ& &VBDKA-INCO2&,, IF &VBDKA-VBTYP& = 'B' INCLUDE &VBDKA-TDNAME& OBJECT VBBK ID Y001 PARAGRAPH HT ENDIF ************************************************************************ UNIT "System Modification" Routine 904 is already installed in the training master system! You must only activate it! *======================================================== =============== CODING FOR INCLUDE ZXVVFU04: ****INCLUDE ZXVVFU04 . XACCIT-SGTXT = 'Material:'. XACCIT-SGTXT+10 = XVBRP-MATNR.

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