IRT370 Headquarters -- Store Connections: Retail Store
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Release 4.6C
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June 2001
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Mat.nr. 50046214
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Partner
R/3
SAP
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SAP AG 2001
Headquarters -- Store Connections: Retail Store
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IRT370
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Copyright
Copyright 2001 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.
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SAP Retail LO521
Level 2 IRT100
5 days
SAP Retail Process Overview
Pricing in Purchasing
Level 3 IRT310
3 days
SAP Retail Master Data IRT320 3 days SAP Retail Pricing and Promotions IRT330
3 days
IRT340 3 days SAP Retail Supply Chain Management
IRT360 3 days SAP Retail Store Connection IRT370
2 days
SAP Retail Store
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SAP Retail BW/MAP
SAP
SAP AG 2001
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SAP
3 days
LO620 3 days Pricing in SD LO525 2 days Consumption-Based Forecast LO520 3 days Purchasing Details/Optimization LO530 5 days Basic Processes in Wareh.Management LO610 2 days Shipping LO611 3 days Transportation LO615 2 days Billing LO605 4 days Sales LO925 2 days Cross-Application Business Processes in SD and MM LO515 3 days Invoice Verification
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SAP Retail Buying
IRT350
2 days
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Recommended: Good knowledge of content of IRT310 Retail Master Data Good knowledge of content of IRT320 Pricing and promotions Good knowledge of content of IRT330 Requirements Planning and Buying Good knowledge of content of IRT340 Supply Chain Management Good knowledge of content of IRT360 Store Connections-POS Interface Essential: Good knowledge of content of IRT100 Retail Process Overview
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Prerequisites:
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Target Group
Project Team members responsible for setting up Retail Store Internet/Intranet Communications SAP and partner consultants
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Course Goals
This course will enable you to: # Configure the SAP Retail Store
processes # Use the SAP Retail Store # Use mySAP Workplace
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Course Objectives
At the conclusion of this course, you will be able to: # Configure mySAP Retail to communicate
with SAP Retail Store # Explain the processes available through
SAP Retail Store
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mySAP Workplace
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# Use mySAP Workplace
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# Use SAP Retail Store to perform store tasks # Explain the processes available through
SAP
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Contents
Introduction
Unit 5
Sales Processes
Unit 2
Internet Transaction Server
Unit 6
Information
Unit 3
Purchasing Processes
Unit 7
Accessing Master Data
Unit 4
Inventory Management Processes
Unit 8
mySAP Workplace-Retail
Unit 9
Conclusion
Exercises Solutions Appendices
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Unit 1
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Preface
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Introduction
Contents: ! Main Business Scenario ! Overview of SAP Retail Store Architecture ! Overview of Business Processes
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Introduction: Objectives
At the conclusion of this unit, you will be able to: ! Describe the Retail Store architecture ! List the business processes that SAP Retail
Store has available
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Course Overview Unit 1 Introduction Unit 2 Internet Transaction Server Unit 3 Purchasing Processes Unit 4 Inventory Management Processes
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Unit 5 Sales Processes Unit 6 Information
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Unit 7 Accessing Master Data Unit 8 mySAP Workplace - Retail
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Unit 9 Conclusion
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Main Business Scenario
R300-DC
10
15
13
R301-DC 14
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11 20
Smart SmartRetailer, Retailer,Inc. Inc.
12
R316
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R317
SAP Use
"
You must create the appropriate configuration to use SAP Retail Store in your stores.
"
Other project teams already have configured the core business processes on SAP Retail. You have been requested to determine the optimum configuration to communicate with the stores. $ Configuration assumptions:
"
Your specialty stores provide small hardware along with sporting goods and electronics through stores in three western US states.
"
Central replenishment will be run for all stores and it is company policy to run promotions for selected articles.
"
mySAP Workplace will be used by the office staff and management for additional processes not covered by SAP Retail Store.
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You are a member of your company’s store communication integration team.
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SAP Retail Store Case Study mySAP Workplace Store Manager Workplace Server
Purchasing activities Inventory management Sales
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IDES IDESSmart SmartRetailer RetailerInc. Inc.
Retail Store
ITS Server
Partner
Nightly: Sales Receipts Loss Prevention
POS Server
Converter
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Vendors
Nightly: Article + Price EAN
SAP Use
Unit Case Study: $ Smart Specialty is installing SAP Retail. The company has many small stores with fairly high sales staff and stock clerk turnover. Their stores have fairly simple POS systems which limits how much data they exchange with headquarters. Smart Specialty will make use of personal computers and SAP Retail Store to handle their store information that has been handled manually up to now. $ Smart Specialty is using WP_PLU and WP_EAN as outbound message types to supply the store with data to drive their cash registers. They are recording sales and register activity and reporting that using inbound POS messages.
$ The merchandise managers will be ordering merchandise and stock clerks recording those receipts using Retail Store. $ The store manager and other office staff will use additional transactions via mySAP Workplace.
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$ The stores carry some articles that customers purchase in store but are delivered directly by the vendor to their homes. Sales clerks will use Retail Store to record these transactions online.
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"
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Comprehensive Retail Store Functions
Information
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Sales
Master data
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Inventory management
Purchasing
SAP Use
"
"
"
"
"
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"
Master data $ Display assortments, product catalogs, stores, sales prices, shelf layout, and display and maintain customers Purchasing $ Enter store orders including PDC interface $ Maintain purchase requisitions and generate store orders Goods movements $ Enter goods receipts, stock transfers, and item quantities for physical inventory documents also via PDC. $ Maintain physical inventory differences Sales $ Enter/maintain sales orders and display sales order status. Change sales prices. Information $ Display/maintain promotions and allocation tables $ Display stocks and standard analyses (SAP standard analyses) Mail $ Send/receive mails and attachments (PPT, WORD/EXCEL) $ Manage private folders Authorization check $ At store and transaction level
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Introduction: Unit Summary
You are now able to: ! Describe briefly SAP Retail Store architecture ! Describe the processes available with SAP
Retail Store ! Describe briefly mySAP Workplace
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Internet Transaction Server
Contents: ! Overview of Internet Transaction Server (ITS) ! ITS Components ! How ITS works with mySAP Retail
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Internet Transaction Server: Unit Objectives
At the conclusion of this unit, you will be able to: ! Describe the Internet Transaction Server (ITS) ! Describe the components delivered with mySAP Retail
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! Explain how ITS facilitates information transfer between mySAP Retail and SAP Retail Store
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Course Overview Unit 1 Introduction
Unit 2 Internet Transaction Server Unit 3 Purchasing Processes Unit 4 Inventory Management Processes
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Unit 5 Sales Processes Unit 6 Information
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Unit 7 Accessing Master Data Unit 8 mySAP Workplace
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Unit 9 Conclusion
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Internet Transaction Server: Business Scenario
! We want to use SAP Retail Store in our firm, to do so we must install the Internet Transaction Server component that is supplied with our mySAP Retail solution. ! Before we install ITS, we would like to understand what it is and how we use it.
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SAP Retail & The Web: The Solution
Browser Intranet
Browser
Browser
Firewall Web Server
Internet
SAP Retail
ITS
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Browser
Partner
PC Browser
PC
GUI
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SAP Use
"
The ITS is a gateway located between one or more Web servers and one or more R/3 application server.
"
As shown on this slide, one ITS can provide both SAP Online Store and SAP Retail Store using one ITS. Similarly, headquarters staff can access SAP Retail using a standard SAPgui.
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The Internet Transaction Server (ITS) is the essential link between the R/3 System and the internet. It enables Internet and intranet users to communicate directly with SAP Retail and run the various transactions, components and reports as internet applications.
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SAP Internet Transaction Server
! Maps SAP screens to HTML pages ! Drives transactions within the R/3 system "
Application server sees a SAP GUI
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! Separation of Business Logic and Visual Appearance
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! Supported through release upgrades
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How SAP offers service on the Web (1/7) ITS SAP Retail
Web Server Browser
AGate
WGate
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How SAP offers service on the Web (2/7) ITS SAP Retail
Web Server
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AGate
WGate
Browser
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MIME Files • Builder • Videos • Sound-Data • etc.
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How SAP offers service on the Web (3/7) ITS SAP Retail
Web Server
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Service Files • Service description • HTML Templates • Language Resource Files
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MIME Files • Builder • Videos • Sound-Data • etc.
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AGate
WGate
Browser
SAP
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How SAP offers service on the Web (4/7) ITS SAP Retail
Web Server
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Application • ABAP • Dynpro Screens • Customization
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Service Files • Service description • HTML Templates • Language Resource Files
Internal
MIME Files • Builder • Videos • Sound-Data • etc.
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AGate
WGate
Browser
SAP
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How SAP offers service on the Web (5/7) ITS SAP Retail
Web Server
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Application • ABAP • Dynpro Screens • Customization
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MIME Files Service Files •Builder •Service Outside R/3 description •Videos •HTML Templates HTML Visualization •Sound-Data •Language Resource •etc. Files
Internal
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AGate
WGate
Browser
SAP
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How SAP offers service on the Web (6/7) ITS SAP Retail
Web Server
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Application •ABAP Inside R/3 •Dynpro Screens Business Logic •Customization
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MIME Files Service Files •Builder •Service Outside R/3 description •Videos •HTML Templates HTML Visualization •Sound-Data •Language Resource •etc. Files
Internal
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AGate
WGate
Browser
SAP
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How SAP offers service on the Web (7/7) ITS SAP Retail
Web Server
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ABAP Workbench
The R/3 programming languages are provided with the application CD as are the service and mime files.
"
Customization within SAP Retail is performed through a SAPgui access to your system.
"
The Service files, HTML Templates, graphics, and language resource files are easily installed on your ITS server.
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Internal
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"
SAP
SAP
Application •ABAP Inside R/3 •Dynpro Screens Business Logic •Customization
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SAP@Web Studio or ABAP Workbench
Internal
MIME Files Service Files •Builder •Service Outside R/3 description •Videos •HTML Templates HTML Visualization •Sound-Data •Language Resource •etc. Files
SAP AG 2001
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AGate
WGate
Browser
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WGate and AGate !
encapsulates the various supported HTTP server interfaces such as
$
CGI (Common Gateway Interface)
$
NSAPI (Netscape Server Application Programming Interface) and
$
ISAPI (Internet Server Application Programming Interface)
in a transparent manner
"
passes the requested data to the AGate component
"
receives the HTML pages from AGate in a secure way
"
is the main component of ITS
"
is responsible for session management including
$
mapping of R/3 screens or function modules to HTML
$
Web-session timeout handling
$
R/3 connection management
$
generation of HTML documents
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"
AGate
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WGate
SAP
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Processing One Request From The Web (1/9)
User UserRequest Request SAP Retail
Browser
AGate
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WGate Web Server
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HTML Templates Language Resources
SAP Use
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It has two main components: % WGate - Web server gateway, which receives requests from the Web browser via the web server and forwards them to AGate. Note that the WGate always resides on the same machine as the Web server. % AGate - Application server gateway, is the link between the ITS and the R/3 application server. It is the core processing component of the ITS. It receives requests from WGate, processes the request and sends the relevant details to SAP Retail. AGate retrieves the result from SAP Retail, processes it, and sends the response back to WGate. % AGate is responsible for handling all session, service, and user management, and for generating the HTML documents that are sent to the Web browser via WGate.
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Internal
The ITS manages all requests and responses that pass between a Web browser and an SAP system.
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Processing One Request From The Web (2/9)
User UserRequest Request
Call CallWGate WGate SAP Retail
Browser
AGate
Internal
Web Server HTML Templates Language Resources
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WGate
SAP
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Processing One Request From The Web (3/9)
User UserRequest Request
Call CallWGate WGate
Send Prepared Send Prepared Request Request SAP Retail
Browser
AGate
Internal
Web Server HTML Templates Language Resources
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WGate
SAP
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Processing One Request From The Web (4/9) Load Load Service ServiceFile File
User UserRequest Request
Call CallWGate WGate
Send Prepared Send Prepared Request Request SAP Retail
Browser
AGate
Internal
Web Server HTML Templates Language Resources
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WGate
SAP
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Processing One Request From The Web (5/9) Load Load Service ServiceFile File
User UserRequest Request
Call CallWGate WGate
Send Prepared Send Prepared Request Request SAP Retail
R/3 R/3Input Input
Browser
AGate
Internal
Web Server HTML Templates Language Resources
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WGate
SAP
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Processing One Request From The Web (6/9) Load Load Service ServiceFile File
User UserRequest Request
Call CallWGate WGate
Send Prepared Send Prepared Request Request SAP Retail
R/3 R/3Input Input
Browser
AGate
Internal
R/3 R/3Output Output
Web Server
HTML Templates Language Resources
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WGate
SAP
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Processing One Request From The Web (7/9) Load Load Service ServiceFile File
User UserRequest Request
Call CallWGate WGate
Send Prepared Send Prepared Request Request SAP Retail
R/3 R/3Input Input
Browser
AGate
Internal
R/3 R/3Output Output
Web Server
HTML Templates Language Resources
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WGate
Load Load HTML HTMLTemplate Template Language Resource Language Resource
SAP
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Processing One Request From The Web (8/9) Load Load Service ServiceFile File
User UserRequest Request
Call CallWGate WGate
Send Prepared Send Prepared Request Request SAP Retail
R/3 R/3Input Input
Browser
AGate
Internal
R/3 R/3Output Output
Web Server
HTML Templates Language Resources
HTML HTMLPage Page
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WGate
Load Load HTML HTMLTemplate Template Language Resource Language Resource
SAP
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Processing One Request from the Web (9/9) Load Load Service ServiceFile File
User UserRequest Request
Call CallWGate WGate
Send Prepared Send Prepared Request Request SAP Retail
R/3 R/3Input Input
Browser
AGate
Internal
R/3 R/3Output Output
Web Server
HTML Templates Language Resources
HTML HTMLPage Page
HTML HTMLPage Page
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Partner
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WGate
Load Load HTML HTMLTemplate Template Language Resource Language Resource
SAP
SAP
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Internal
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Physical File Location on ITS - AGate -
Program Files -
SAP
AGate
-
name of ITS - TOR -
-
templates -
name of service - WOSM -
Template files
theme 90
saplwosm_100.html saplwosz_1000.html wosm_en.htrc wosm_de.htrc
Resource files
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Partner
Internal
wosm.srvc wosr.srvc
Service files
Only
services
SAP Use
"
As noted, the Agate is the core processing component of the ITS.
"
This is accomplished through the resident files.
"
The service files determine which system, client, theme and transaction to use. This results in identifying the appropriate template to use.
"
Within the services and templates are language specific parameters.
"
Those parameters are defined in the language resource files so that when you sign on in a specific language, all subsequent displays will be in the correct language.
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Internal
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Physical File Location on ITS - WGate
WGate -
WWWRoot
-
SAP
-
ITS Mimes
-
service name - wosm)
-
theme – 90 button.gif menu_bg.gif
Mime files
Use
Partner
Internal
Only
-
The WGate files hold components that are delivered to template pages when requested by the AGate.
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Internal
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SAP
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Single Host Installation
TCP/IP
AGate
NSAPI CGI
DIAG
Internal
RFC
Only
HTTPS
SAP Retail
ISAPI
WGate
HTTP
Web Server
ITS
Use
Partner
Windows NT 4.0 Server (Intel) NTFS Hard Drive
WGate
SAP Use
"
Once you have performed one physical installation, you can create any number of additional instances by repeatedly running the ITS setup procedure.
"
Each ITS virtual instance should correspond to precisely one SAP Retail Client. And each instance should also have its own dedicated Web server instance.
"
Supported options: % ISAPI - Internet Server Application Programming Interface
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Internal
You can install both WGate and AGate on the same hardware. This arrangement is recommended for your development and test systems. You can also have multiple virtual ITS on one machine.
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"
SAP
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% NASAPI - Netscape Server Application Programming Interface % CGI - Common Gateway Interface "
Other acronyms: % Diag - Dialog % RFC - Remote Function Call % HTTP - HyperText Transaction Processor % HTTPS - HyperText Transaction Processor Secure
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Dual Host Installation When? Load distribution Security ITS
HTTP HTTPS
ISAPI NSAPI
SAP Retail
RFC
CGI AGate
WGate
Internal
Only
DIAG
TCP/IP
Web Server
Windows NT Server 4.0 (Intel)
Use
Partner
Windows NT Server 4.0 (Intel) NTFS Hard Drive
SAP Use
"
When the WGate and the AGate are installed on two different computers, note the following requirements: - The AGate requires a Windows NT 4.0 Server (Intel), and NTFS hard drive. - The WGate must be installed on the same computer as the HTTP server. UNIX operating systems can also be used instead of Windows NT 4.0.
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Internal
For production systems, we recommend that you install WGate and AGate on separate hosts for security reasons. Installing the two components on separate hardware makes it possible to install a firewall between the two and increase your level of security.
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Virtual ITS
Central ITS Server
ITS ITS DEV DEV ITS
ITS ITS PRD PRD
Use
Partner
Only
ITS ITS CON CON
Internal
Virtual Web Servers
! Virtual HTTP Servers enable several complete ITS Servers to be installed on one NT Server
SAP Use
"
This installation allows test and quality assurance systems to be installed on the same NT computer. Due to security reasons, the production system should be separated from these two systems and should be installed on a different NT computer.
Only
Internal
If more than one virtual HTTP server is used, several complete ITS servers (WGate and AGate) can be operated independently from each other on one computer.
Partner
"
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Virtual ITS Servers Development Development R/3 R/3 DEV DEV
Transport Transport IAC IAC Customizing Customizing Templates Templates Consolidation Consolidation R/3 R/3 CON CON
Central ITS Server
ITS
ITS ITS CON CON ITS ITS PRD PRD
Transport Transport IAC IAC Customizing Customizing Templates Templates
Production Production R/3 R/3 PRD PRD
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Web Server
Internal
Only
ITS ITS DEV DEV
SAP
SAP
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Internal
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Administration Instance
! Browser Based Administration and Monitoring Capability ! Flexible Configuration Capability via Web
Only
Use
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Internal
! Dedicated tool for ITS
SAP
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Internal
Use
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Virtual ITS Instances Overview
ITS Server Overview
Use
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Listing of ITS Instances on Server
Internal
Only
ITS Instance Statistics
SAP
SAP
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Internal
Use
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Internet Transaction Server: Unit Summary
You are now able to: ! Describe the Internet Transaction Server ! Explain the components of ITS ! Explain how ITS facilitates information transfer between mySAP Retail and SAP Retail Store
Use
Partner
Only
Internal
SAP
SAP
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Internal
Use
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Purchasing Processes
Contents: ! Store Assortment List ! Store Order Control ! Store Order ! Goods Receipt
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Only
Internal
SAP AG 2001
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Internal
Use
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Purchasing Processes: Unit Objectives
At the conclusion of this unit, you will be able to: ! Describe the Store Assortment List and how to
customize an Assortment List Profile ! View the Assortment on-line
Only
Internal
! Customize Store Order ! Customize Goods Receipts ! Create a Store Order
Use
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! Create a Goods Receipt
SAP
SAP
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Internal
Use
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Course Overview Unit 1 Introduction Unit 2 Internet Transaction Server
Unit 3 Purchasing Processes Unit 4 Inventory Management Processes
Only
Internal
Unit 5 Sales Processes Unit 6 Information
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Unit 7 Accessing Master Data Unit 8 mySAP Workplace
Use
Unit 9 Conclusion
SAP
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Purchasing Processes: Business Scenario
! Smart Speciality Stores use SAP Retail Store to
maintain their inventory. Headquarters runs replenishment nightly and the stores have up until noon the next day to modify the quantity proposals. ! Articles are purchased from external vendors as
Only
Internal
well as the distribution centers and all this is handled efficiently in the background ! Goods receipt is recorded at the store upon
Use
Partner
arrival so that inventory is always current.
SAP
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Internal
Use
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Assortment List: Topic Objectives Master data
At the conclusion of this topic, you will be able to: ! Describe the Assortment List ! Customize the Assortment List for SAP Retail
Store ! View the Assortment List in SAP Retail Store
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Internal
SAP
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Assortment List Contents
All articles that can be ordered per store within a given time, description of new articles and those to be discontinued
Internal
Only
Information about sources of supply (DC or vendor, purchase information, delivery unit, sales unit) Information about important movement data (promotions, allocation tables, last orders)
Use
Partner
Information about presentations and article sales (labels, sales prices, layout specifications)
SAP Use
"
A source determination is made for the articles so that the store knows from where to order each article. More than one source can be transmitted.
"
Optionally, transaction data (promotions, allocation tables, orders) are read as well. This data can support the store's merchandise planning functions.
"
Information about the layout of the store provides directions for article placement and planning by visual inspection and also, where necessary, for generating shelf-edge labels.
Only
Internal
The Assortment list contains selected data of the integrated article maintenance that are relevant for the store or customer.
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Assortment List Types: Customizing
Assortment list Types Assort Des. Lead time Cycle, No. of list type Assort. change change list versions versions F
2
H A
3 3
5 14 7
3 4 4
Use
Partner
C u s t o m i z e
Internal
Only
IDES IDESSmart SmartRetailer RetailerInc. Inc.
SAP
"
Using Assortment list types allows multiple versions to be handled by a single Assortment List profile.
Only
Internal
Use
The above example has three types of Assortment List which allows for different cycles for the three types of articles in our training company--Food, Hardware, and Apparel articles.
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POS Outbound: AL Version Management
Definition of n change versions before the next full version Version 1 (full version)
Only Partner
08/15 = Next Generation
08/20
t n+1
Use
08/10 = 1st generation
Cycle time 5 days
Internal
Lead time 2 days
... next full version
Version 2 (change version)
SAP
Version management is recorded in the Assortment List Type entries in the system. This slide provides a detailed look at how version management works.
"
The cycle time definition provides the data for the system to calculate the validity period and the next generation dates for the assortment list.
"
In addition, you can define how many change versions to send before the system sends a full version.
Only
Internal
"
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Use
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Assortment List Profile: Customizing (1/4)
c u s t o m i z e
Maintain profile for assortment lists RS00
AL profile
Key Key Assortment list type
RS00
H
Internal
Only
IDES IDESSmart SmartRetailer RetailerInc. Inc.
Partner
Parameters Parameters
AL applic. mode
1
Cond. Type group
US00
Use
......
Reduction
SAP Use
"
The Parameters are: $ Application mode: how will the assortment list be used. - 1 Save versions, do not send as message - 2 Send as message, do not save versions - 3 Send as message and save versions - 4 Do not save any version or send any message. $ Mode 1 is recommended for Retail Store. However, mode 3 can also be used. A saved version is the critical requirement for SRS. $ Condition Type Group - Group created to handle conditions used to prepare pricing for download. $ Reduction - If you have created a reduced Assortment List message, enter the name in this field. Otherwise, the system will use the full WBBDLD message. This has little or no effect on SRS use of Assortment list.
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Internal
Like all other profiles in R/3, the Assortment List profile handles data entry in a most efficient fashion.
Partner
"
SAP
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Assortment List profile: Customizing (2/4)
Maintain profile for assortment lists RS00
...
C u s t o m i z e
Sorting procedure
1
AL structure
WBBP_STORE
Internal
Only
IDES IDESSmart SmartRetailer RetailerInc. Inc.
Number of lines Print form
Assortment_List
......
Partner
OutputDevice
Use
SAP
Sorting Procedure controls how the Assortment List will be structured and displayed in SRS. The options are by:
Partner
Use
"
1 - Department, layout area 2 - Layout area
Internal
3 - Vendor, vendor sub-range, article number 4 - Vendor, merchandise category, article number 5 - Department, merchandise category, article number
Only
6 - Merchandise category, article no. 9 - Other, a user exit. $ If you order directly from vendors, it is important that you chose sorting procedure 3 or 4. "
Assortment List data line structure. This field identifies a dictionary structure that is used to create and interpret the assortment list data line. While the system is supplied with several Assortment List structures, for SRS it is recommended that you use: WBBP_STORE
"
Number of lines is to designate the number of lines that fit on a single page of the assortment list. This allows one to create a table of contents for the assortment list.
"
Format for printing the assortment list. This is used in conjunction with the data line structure.
"
OutputDevice is the name of your printer, if you want a printed assortment list.
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Assortment List Profile: Customizing (3/4)
Maintain Maintain profile profile for for assortment assortment lists lists RS00
......
c u s t o m i z e
Internal
Only
IDES IDESSmart SmartRetailer RetailerInc. Inc.
Print immed. Flag changes
Partner
Sales usage Recipient determin.
Use
SAP Use Internal
"
Flag changes, tells the system to examine the master data changes even when creating a full version. Selecting this field has performance implications.
"
Sales usage, selecting this field allows an article to remain in the assortment list after the end of the ordering period. The article remains until the end of the selling period.
"
Recipient determin., identifies that the system should use the ALE distribution model to determine where to send the list when creating IDocs. This has performance implications and should not be used for Retail Store.
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Only
Print immed.(iately). Select this field if you want the system to print the assortment list immediately after creating the assortment list.
Partner
"
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Assortment List Profile: Customizing (4/4)
c u s t o m i z e
Maintain Maintain profile profile for for assortment assortment lists lists RS00
Other Other functionality functionality
%
Internal
Only
IDES IDESSmart SmartRetailer RetailerInc. Inc.
Vendor Info. Ext. change info
Partner
Ext. layout modules Lyt module versions
Use
Ext. change info – If you are including change information from an external source, select this field.
"
Ext. Layout modules – If you are using an external space management system for your store layout, select this field.
Internal
SAP Use
"
"
Lyt module versions – For future use.
Only
Vendor Info – Select this field to include Vendor information in the assortment list. When this field is not selected, there may be missing parameters in store orders.
Partner
"
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Assortment List: Change Message
Assortment Assortment user user IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
Sales organization Distribution channel Store
to
Assortment Assortment list list Assortment list type
Internal
Only
D e f I n e
to
Control Control data data
Partner
Do not use cycle Generate merged versions Parallel processing Max. no. processes
Use
Logon/server group
SAP Use Internal
"
You may choose to ignore an assortment list type cycle and include all articles assigned to the defined user selections.
"
You must also choose to merge all other change versions with the last full version after the system generates this change version. This is required for SRS. Without a merged version, only a change version exists and Retail Store ignore that because it requires the full list of articles.
"
You also determine at this time, if the system will process the messages using multiple application servers, if you want to limit the number of processes running in parallel, and the name of a server group to perform the parallel processing.
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Preparing to run the Assortment List message automatically on a regular basis, requires that you create variants of the report. You define your variants at POS Outbound, Assortment List Change message.
Partner
"
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Store Order: Topic Objectives
At the conclusion of this topic, you will be able to: ! Describe Store Orders ! Customize the Store Order for SAP Retail Store
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Internal
SAP
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Internal
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Store Order Overview Purchasing
Order Order data data
Head office
Store
Purchase requisition, purchase order, or delivery
Internal
Only
Requirement interpreted as
Partner
DC
Delivery
Delivery
Picking
Use
Goods issue
Vendor
Billing
SAP Use Internal
"
Upon receipt of store order data, SAP Retail checks for missing details that are required for further processing, but were not provided by the store (e.g., order unit, source of supply, ...). It adds these details, using information stored in the system. Further, it optimizes individual order items, adapting order quantities to minimum order quantities, or rounding to logistical units of measure according to a defined rounding profile. If the augmented data is sufficient, they are used to create a document that triggers the procurement of the articles. Depending on the customizing settings of SAP Retail, the document can be: - a purchase requisition (PReq), or - a purchase order (PO), or - a delivery.
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Store order is the tool used by stores (or customers), to identify replenishment needs to SAP Retail. The central SAP Retail system triggers the actual procurement using the system’s purchasing and shipping functionality.
Partner
"
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Store Order: Customizing (1/6)
C u s t o m i z e
Store order control IP00
IP00
Doc. Doc. control control delivery sales order PO PReq
Document cat. default
3
Default del. type
LO
Sales document type
OR
Default order doc. type
UB
Use
Partner
Key Key POS inbound profile
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP Use
"
The processing of store order data in SAP Retail can be customized as follows: $ Default follow-on document to use, if no other directions are given: 1 - Create a PReq 2 - Create a PO unless there is an error, then create a PReq 3 - Create a PO 4 - Create a delivery 7 - Create a sales order 8 - Create a copy of a PO, do not send message to vendor A - Create a PO for the supplying DC if sufficient stock is available, otherwise create a PO for the corresponding regular vendor B - Create a PO for the DC, if order quantity does not exceed the DC’s maximum issue quantity; otherwise create a PO for the regular vendor C - Stock on hand, otherwise other DC, otherwise create a PO for the regular vendor
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Internal
Store order processing must be customized in POS inbound profile Store Order controls. These can be defined at store level, or at store/merchandise category (MC) level.
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"
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Store Order: Customizing (2/6)
c Store order control u Store’s POS s Inbound profile t IP00 o m Doc. Doc. control control i z e Substitute doc. type NB
Internal
Only
...
...
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
Substitute doc. type UB X
Use
Partner
...
Group items
SAP Use
Substitute document types for (standard) NB and UB $ If the standard document types for purchase orders (i.e., NB and UB) have been renamed in (MM-) customizing of the SAP R/3 system, their new names must be specified here. Note: It is NOT recommended to rename NB and UB!
"
Partner
Grouping of order items (flag only used at store level) $ If activated, store order items containing the same article, receiving store, ... are combined to a single item in the follow-on document created from the store order.
Only
Internal
"
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Store Order: Customizing (3/6)
...
Store order control
Communication Communication Warning level error mess.
2
Reply type
Use
Partner
...
C u Store’s POS s Inbound profile t IP00 o m i z e
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP Use
"
Scope of store order confirmation (flag only used at store level) This flag is only relevant for confirmation of store order. Depending on its value: EITHER everything, OR changes only, OR all store order items, including variances,
Only
Internal
Scope of message log (flag only used at store level) Depending on the selection made in this field, not only errors, but also warnings or notes are logged during processing of store order IDocs.
are to be confirmed to the sender of the store order. Neither of these fields is relevant for Retail Store.
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Store Order: Customizing (4/6)
Store order control
...
C Store’s POS u Inbound profile s IP00 t o m i z e
Control Control Unit determin. default key Check outline agreements Default doc. cat. ext. replen. Default doc. cat. int. replen.
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
3 4
Default doc. cat. ext. store order
...
Partner
Default doc. cat. int. store order
Use
SAP
"
SAP
SAP AG 2001
Further processing controls
Use
$ Whether, or to what extent, the automatic source of supply determination should also check for outline agreements (performance critical!), $ The selection pair for ‘Default doc. cat. ... replen.’ are relevant for store orders triggered by replenishment to determine the document category of the follow-on document to be generated. $ ‘Default document category ... store orders’ are relevant for non-replenishment based store order processing. Depending on the source of supply (either provided explicitly, or determined automatically), the external or the internal store order document type is used to generate the follow-on document. $ These controls take precedence over the Default doc category above, and how they are configured is extremely important depending upon the Store Order scenario that you are implementing.
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Only
Internal
$ How missing units of measure are handled
Partner
$ Settings made in this field group determine:
Store Order: Customizing (5/6)
...
Store order control
Control Control
...
C Store’s POS u Inbound profile s t IP00 o m i z e
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
Cheapest source Check double PO Switch off doc. flow
Partner
Two steps Other planning methods
Use
SAP Use
Finally, check-boxes are provided to determine whether: $ the automatic source of supply determination should try to find the cheapest source of supply (very performance critical !!!). $ store order processing should check for duplicate document numbers. $ document flow update is deactivated during processing of store orders;
$ store order items containing an article, that is to be procured via replenishment or allocation, are not to be copied over to the follow-on document created by store order inbound processing.
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$ store order data should be posted in one or in two steps; if posting is in two steps, the system imports the original store order data and adds missing data in the first step. In the second step, the system posts the document. Optimizing processing steps can take place on a cross-order basis between steps one and two; (used only at store level)
Partner
Internal
"
SAP
SAP AG 2001
Store Order: Customizing (6/6) store order IDoc
document type = ?
PReq PReq PO PO delivery delivery
Use
Only Partner
doc. type = 4 (delivery)
As the slide shows, SAP Retail searches the store order IDoc from the most specific to the least specific to determine which type of document to create.
"
The checks are performed in the following order: $ check if a document type was transferred via a user exit; $ check if a document type was sent in the store order IDoc; $ check if a document type was maintained in the POS inbound profile - defined at the store/ MC level, dependent on the source of supply (field ‘Default doc. category external store order’) - defined at the store/ MC, not dependent on the source of supply (field ‘Document type default’) - defined at the store level, dependent on the source of supply (‘Default doc. category external store order’) - defined at the store, not dependent on the source of supply (field ‘Document type default’); $ document type = 3 (PO), if everything else fails.
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Only
Internal
"
Partner
Use
SAP
SAP
SAP AG 2001
© SAP AG
Internal
1 User exit:............................................2 Store order IDoc:...............................3 POS inbound profile a - at store/MC level, depending on source of supply (field ´Default doc. category external/internal store order`):.......b - at store/MC level (field ´Document type default`):.... 4 c - at store level, depending on supply source (field ´Default doc. category external/internal store order`):...... d at store level (field ´Document type default`):....3 4 Default (if anything else fails):........3
Creating a Store Order: Simple Scenario Purchasing
1. Select the assortment list Assortments Hardware Electrical
Material text Tuner
Quantity 8.000
R100021
Speaker
6.000
Internal
Only
2. Select the merchandise category
Material R100016
Quantity
4. Display the documents
R100021 Speaker Doc. Cat. Purc.order Purc.order
3. Enter quantity/post store order
Doc. no
Item
4500009999 4500009999
000010 000020
Use
Partner
Material Material text R100016 Tuner
SAP Use
"
Creating such a simple store order, is a matter of selecting the assortment list, selecting the merchandise category and identifying the quantity of each item that you want to order.
"
Through the store order control profile and the logistics screen for the article, the system determines whether to produce a stock transport order to the DC or a purchase order to a vendor.
"
Two step ordering is a way of varying the simple scenario: A clerk or a vendor can be assigned to an authorization object that allows them to enter quantity proposals. This can lead to purchase requisitions but require a second step by a staff member with authorization to create the follow-on documents, that is to accept the proposed quantity or change it before completing the process.
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Internal
The simple scenario shown on this and the following page is only suitable for a store with a small assortment, that make frequent small on line orders.
Partner
"
SAP
SAP AG 2001
Creating a Store Order: Simple Scenario (2) Purchasing
Article text Tuner
Quantity 6.000
R100021
Speaker
7.000
3. Change quantity/post store order
Internal
Only
1. Planning by visual inspection/ Read article data with HHT
Article R100016
Save as PDC file
Doc. Cat.
Doc. no
Purc.order Purc.order
4500009996 4500009996
Item 000010 000020
Use
Partner
Browse
2. Process the PDC file 4. Display the documents
SAP
Another variation of the simple scenario for smaller stores with small Assortment Lists, is:
Only
Internal
$ If you plan your inventory visually and use a Hand Held Terminal to record your plan, you can upload the file, process it, and save the information as a Store Order.
Partner
Use
"
SAP
SAP AG 2001
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Creating a Store Order: Replenishment Purchasing
Headquarter
Only
SAP Retail Store
Internal
Replenishment planning run
Purchase requisition
Use
Partner
Store
Requirement planning by visual inspection
SAP Use
"
The purchase requisitions are not processed to external purchase orders or stock transport orders until the local merchandise manager changes or accepts the proposal and the report is run.
Only
Internal
Larger stores with extensive Assortment Lists that make large Store Orders benefit from a nightly replenishment run. In the replenishment run, SAP Retail generates purchase requisitions that display in the store as quantity proposals.
Partner
"
SAP
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Goods Receipts: Topic Objectives Inventory mangement
At the conclusion of this topic, you will be able to: ! Describe Goods Receipt ! Customize Goods Receipt for SAP Retail Store ! Process Goods Receipts in the store
Use
Partner
Only
Internal
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
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Receiving Goods Overview
Receipt Receipt data data
Head office
Only
Internal
Vendor Store
Partner
DC
Delivery
Delivery
Picking
Use
Goods issue Billing
After goods have been ordered, they must be received into the stores. Goods can be delivered direct from the vendor or by way of the Distribution Center.
Partner Only
Internal
Use
SAP
"
SAP
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Goods Receipt: Customizing (1/2)
C u s t o m i z e
Basic Settings for Goods Receipt Key Key
Customizing schema
0001
General General default default Document ID
0013
ID article no.
ARTN
Movement Movement type type
101
Use
Partner
Movement type, GR for reference doc.
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP Use
Goods receipt processing must be customized in a goods movement schema and be assigned to the store performing online goods receipts. The schema provides defaults for the online template and links to MM goods movement for the incoming data. $ General default: - Document ID: The type of document that you generally receive goods against is identified in this field to default on the SRS entry screen. This saves clicks at the time of entry and can be overridden for exceptions.
$ Movement type: Movement type codes are identified in this group. They are standard MM movement types and sets up the link from the incoming BAPIs to the R/3 movement types. The goods receipts movements requested are: - Goods receipt for the reference document and its reversal - Return delivery for reference doc - Goods receipt for stock transfer orders - Return deliveries w/o reference document - For storing transferred stock - For removing transferred stock
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- Article number ID: Which type of article number your purchase orders or delivery documents use to identify articles is also defaulted on the SRS entry screen and used by SAP Retail.
Partner
Internal
"
SAP
SAP AG 2001
Goods Receipt: Customizing (2/2)
Basic Settings for Goods Receipt
Movement type for removing transferred stock
312
Addit. Items allowed
Internal
C u s t o m i z e
....
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IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
Movement type for additional items in GR
Control: Control: goods goods receipt receipt
Partner
Check shelf life expir.date GM_code
01
Display remain. qty
Use
Display shipping units in delivery
SAP Use
"
Additional items allowed: If selected, store stock clerks can enter any other items received in a shipment.
"
Movement type for additional items in GR: This field becomes available for entry if Additional items field is active. Enter a movement type.
"
Control: goods receipt $ Check shelf life expiration date. On goods receipt check expiration date for perishable articles before recording receipt. If the check is active, issue a warning or an error if the remaining shelf life is less than required, as set in the article master.
$ Display remaining quantity: If this field is set, when entering a goods receipt in SRS, the quantity field contains the remaining quantity when the reference document displays. $ Display shipping units in delivery: Select to have the shipping units display.
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$ GM_code: The goods movement code points to the transaction code to be used for recording the goods receipt.
Partner
Internal
SAP
SAP AG 2001
Purchasing Processes: Unit Summary
You are now able to: ! Customize an Assortment List profile and run an
Assortment List initialization ! Describe the controls for Store Orders
Internal
Only
! Describe the controls for Goods Receipts ! Customize and process the steps to order and
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receive goods into your store by SAP Retail Store.
SAP
SAP
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Internal
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Purchasing Processes Exercises Unit: Purchasing Processes Topic: Customizing Assortment List Profile and Initializing the Store At the conclusion of this exercise, you will be able to:
Important note: The R/3 locking mechanism is switched off for courses doing Customizing therefore, it is necessary for you to check that your settings have been saved. Use DISPLAY after you have saved your changes to confirm that they are recorded.
1-1
SAP
Prepare to create your Assortment List profile.
Check the Assortment List types. Although the system requires a minimum of 2 days lead-time, for demonstration purposes ensure that the types you will be using have a lead time of only 0.
1-3
Use the copy function to create your Assortment List Profile. Use the name RS##. And only use assortment list types S and H for your site.
Remember to use an application mode that saves the version.
1-3-1 What path must you take to access the Assortment List profile? 1-3-2 How do you perform a copy of another profile?
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1-2
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1-1-1 Is there any customizing required to ensure that the Condition Type group works with your Assortment List?
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SAP
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Before you can purchase any articles, you must have an initialized Assortment List available on-line. The Assortment List provides all the products you sell in the store but it must be set up to create the appropriate list for stores using SRS.
Use
Internal
Internal
Only
Customize an Assortment List Profile and create a Full Assortment List for your store
1-3-3 Ensure that the data in your assortment list types S and H are correct for SRS usage. What are these parameters?
1-4
Once you are sure that your Assortment List profile has been saved. Assign it to your site T8##. 1-4-1 What is the path to the site?
Remember to check that the change was saved. 1-5
Partner
1-5-1 What path did you take to access the Initialization process? 1-5-2 How do you check if your assortment list was created? 1-5-3
SAP
1-6
Can you determine in headquarters what articles were grouped together?
Now, sign on to your client through the internet. The URL that you use is:
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Partner
http://igservername.wdf.sap-ag.de:1080/sap/its/homepages/sapstore.htm 1-6-1
Can you access your Assortment List? How?
1-6-2 What merchandise categories have you created?
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Internal
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SAP
Your site belongs to Sales organization R300 and distribution channel R1. Initialize the Assortment List message type for your site only.
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1-4-2 Which tab and field do you access to enter your Assortment List Profile?
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Purchasing Processes Exercises Unit: Purchasing Processes Topic: Customize and Perform Store Orders At the conclusion of this exercise, you will be able to: • Customize the parameters for SRS Store Orders
Only
As the logistics lead, you are trying different customizing combinations for store orders and you also want to exercise it working in the store.
SAP
You will customize the store order parameters for the store so that when an article is purchased from an outside vendor a purchase order is created and when the supplier is your Distribution Center, the system creates a delivery document. 2-1-1 First, you must create an inbound POS profile RS## and assign it to your store T8##. What path do you take to create an inbound profile?
SAP
2-1
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• Order Goods at the Store using SAP Retail Store
Configure the inbound processing controls for store order data for your POS inbound profile, RS##. Copy the settings maintained for inbound profile AZ00. Then modify those settings to have store order processing always try to generate a purchase order for external procurement and a delivery for internal procurement, and to produce an error if unsuccessful.
Use
2-2-1 What settings did you have to change?
2-3
Now customize the Retail Store profile for Store orders to only retain orders for two weeks. 2-3-1 What is the path for the Retail Store customizing? 2-3-2 What value did you put in the retention field?
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2-2
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2-1-2 How do you assign that profile to your store?
2-4
Tuners have been moving quite quickly off the shelves and you know that in a few weeks there is going to be a change of season promotion on that particular tuner. So you have decided to order extra before the promo announcement is activated. 2-4-1
How do you order 25 units of R100016 for your store T8##? Also order extra speaker wire. That is R100116 and you want 2-100 foot pieces.
2-4-3
Can you determine whether the articles are shipped from the DC or from a vendor? How?
Internal
Only
2-4-2
Do you need to know the vendor number of your supplier?
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2-4-4 Is your speaker wire in stock? How can you check that?
SAP
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Exercises Unit: Purchasing Processes Topic: Customize and Perform Goods Receipts At the conclusion of this exercise, you will be able to: • Customize the parameters for SRS Goods Receipts
Only
3-1
Now that you can order goods, you also want to be able to receive them in the store. 3-1-1 What is the first customizing activity you must perform? 3-1-2 Is there any other step(s) you must take to ensure that your store receives the correct default data?
Partner
3-2
Receive the goods you ordered in the previous step. 3-2-1 Must you know your purchase order number to receive the goods?
Internal
SAP
SAP
Partner
You will be wearing two hats in this exercise, as inventory manager you are going to customize goods receipts. Then you change your hat to become the stock clerk and receive those goods on-line.
Use
Use
Internal
• Receive Goods into your Store using SAP Retail Store
3-2-2 Can you receive the articles that will be shipped from the DC?
Only
OPTIONAL: Go back to your logistics lead position. You have been advised that you will gain on performance if you set up the store orders to create the follow-on documents in the background. You have been planning on doing replenishment in headquarters based on sales and think this combination might be a real time saver.
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3-3
Customize your store order controls to create only a purchase requisition in your store orders regardless of whether they are internal or external. 3-3-1 Which parameters do you have to change? On which screen?
3-4
You have already set up your replenishment planning, so all you have to do is initiate a replenishment run for your store T8##.
3-5
Now, go to the SAP Retail Store and prepare to create your store order.
Only Partner
3-5-2 Accept some of the suggested quantities and change some others. Save your order.
Internal
3-5-1 Has the display changed since the last time you created a store order? How so?
3-5-3 Were any follow-on documents created?
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Purchasing Processes Solutions Unit: Purchasing Processes Topic: Customizing Assortment List Profile and Initializing the Store An assortment list is required for all your stores. You must customize the assortment and initialize the store.
Only
IMG→ Sales and Distribution → POS Interface → Outbound → Maintain POS condition type group
VKP0 – Sales Price VKA0 – Promotion Sales price UTXJ – Tax Jurisdiction Code 1-2
Check the Assortment list types:
SAP
1-2-1 The path to check Assortment List types is:
Use
IMG →Logistics – General → Assortment → Assortment List → Assortment list types Note that all types have a lead time of 3 days. They should be set to 0 for this exercise. 1-3
Create your Assortment List profile, RS##. 1-3-1 The path to create the Assortment List is:
1-3-2 To copy another profile: Select the reference profile, press the copy icon and replace the reference with your Assortment List ID. Press Enter, and choose copy all on the next screen. Select your profile and choose Maintain assortment list profile parameters. If they are copied, select 1, F, R, and T then select the delete icon, to remove these assortment list types from your profile, if they were copied. Add assortment list type S, if it was not copied.
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IMG →Logistics – General → Assortment → Assortment List → Maintain profile for Assortment lists
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Internal
Use
SAP
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View Condition Type SAPD. It does contain the condition types that carry the data we need. The conditions types are:
Internal
1-1-1 Yes, you must ensure that your conditions are linked to your assortment list. To check the conditions that are being prepared, to do so use the following path:
1-4
Field Name
Values
AL applic. Mode
1
Cond. Type group
SAPD
Reduction
Blank
Sorting procedure
4
AL structure
WBBP_STORE
Sales usage
Check
Vendor info
Check
Internal
Only
1-3-3 The parameters for your remaining assortment list types should be:
Assign your Assortment list profile to your store. Logistics → Retailing → Master data → Site data → Site → Change Enter your site name, T8##, press Site, general.
Initialize the assortment list for your site:
SAP
1-5
1-4-2 Select the POS tab and enter your profile, RS##, in the Assort. list profile field.
Use
1-5-1 The path to initialize the assortment list:
1-5-2 A screen displays when the initialization is complete. You can see how many groups of data have been generated and the number of articles each contains.
Logistics → Retailing → Master data → Assortment/listing → Assortment list → Display Enter the Sales org., R300, Distribution channel, R1, your Customer number, T8## and press Execute. On the next screen, press Expand all and double click a merchandise category to see your article data. 1-5-3 Yes, using the path above you can see the assortment list types as leaves on a tree and then by vendor, merchandise category.
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You can use the following path to confirm that the initialization was successful:
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Logistics → Retailing → Master data → Assortment/listing → Assortment list → Generate → Initialization
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SAP
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1-4-1 Use the path on the Easy Access menu:
1-6
Accessing the assortment list via SAP Retail Store. URL: http://igservername.wdf.sap-ag.de:1080/sap/its/homepages/sapstore.htm Select the SAP Store for the class Client. Enter the same user name that you were assigned for the class and the password that you selected. Press Log On. Enter your store number and press Log On. 1-6-1 You can access the assortment list through: Master data → Assortment list
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1-6-2 You should have two assortment list types, hardware and sporting goods. Hardware contains two merchandise categories, tools and electro, and sporting goods contains a single merchandise category.
Internal
Only
You could also see that the assortment list is active, using Store Order.
SAP
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Internal
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Purchasing Processes Solutions Unit: Purchasing Processes Topic: Customize and Perform Store Orders
2-1
Only
2-1-1 To create an inbound POS profile, use the following path: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
Press New Entries and enter your profile name, RS##, and group ## as the description. Save. 2-1-2 To assign the profile to your store, use the path from the SAP Easy Access menu:
SAP
SAP
Logistics → Retailing → Master data → Site data → Site → Change Enter your site name, T8##, press Site, general. Select the POS tab and enter your profile, RS##, in the Inbound profile field. Copy inbound profile AZ00 and modify the settings to generate a purchase order for external procurement and a delivery for internal procurement, and produce an error if unsuccessful.
Sales and Distribution → POS interface → Inbound → Store Order Control Select AZ00 and press the copy icon. Use your POS Inbound profile name as the target entry. 2-2-1 You must change the settings in the Control area of the profile. The AZ00 profile was setup to create a purchase order during replenishment regardless of where the purchase was made. Delete those entries.
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Field Name
Values
Default doc. category external Store Order
3, purchase order
Default doc. category internal Store Order
4, delivery
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Internal
Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
Partner
2-2
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Sales and Distribution → POS interface → Inbound → Maintain Profile for POS Inbound
Internal
Use
You are creating a store order profile to create follow-on documents for both purchase orders and delivery documents.
2-3
Customize Retail Store profile for Store orders. 2-3-1 The path for Retail Store customizing is: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Logistics – General → SAP Retail Store → Store Order → Reorganization period for follow-on documents Your store profile name will be listed, simply enter 15 in the Past period field.
2-4
Ordering extra R100016 tuners for your store.
Internal
Only
2-4-1 First sign on to the SAP Retail Store. Use the path: URL: http://igservername.wdf.sapag.de:1080/sap/its/homepages/sapstore.htm Select the SAP Store for the class Client.
Partner
Enter the same user name that you were assigned for the class and the password that you selected. Press Log On. Enter your store number and press Log On.
Use
Select Store Order, expand your Assortments. Select Electro, your merchandise category.
SAP
Order speaker wire. Article no. R100116.
Use
2-4-4 On the order form, the system displays the quantity of an article in stock. Or you could use the Stock report under Information to get the same information.
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2-4-3 You do not need to know the vendor number, the system will select the right supplier.
Partner
2-4-2 You cannot tell from where the articles are delivered on the order screen. However, you can determine the source of supply by selecting Store Order follow-on documents. Select the order listed, you will see that the tuner (R100016) was ordered from DC R300 and that R100116 was ordered from vendor R3005.
SAP
Enter 25 in the Quantity field of R100016 and press Post order list.
Purchasing Processes Solutions Unit: Purchasing Processes Topic: Customize and Perform Goods Receipts
3-1
Customize Goods Receipts for your store.
Only
In viewing the Schemas, you see that you can use the default 0001.
→Assign Customizing Schemas to Sites Press New Entries and add your store number T8## and assign schema 0001 to your site. 3-1-2 No, there are no other special steps that must be taken. 3-2
SAP
SAP
Logistics – General → SAP Retail Store →Goods Movement →Basic Settings for Goods Receipt
Receive the goods into your store.
Use
3-2-2 In order to display articles to be shipped by the DC, you must select Delivery as your Reference document ID.
Only
Internal
3-2-1 You do not have to know the purchase order number. Simply, press the binoculars next to the Reference doc. field to see what POs are outstanding and select one from that list.
OPTIONAL: Customize and test using Replenishment Planning in your store T8##. Customize your Store Order profile to only create purchase requisitions subsequent to replenishment planning. Use the path: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Sales and Distribution → POS interface → Inbound → Store Order Control
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Select Goods Receipt in SRS for your store.
3-3
Use
→ Define customizing Schemas with Basic Settings
Internal
Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
Partner
3-1-1 You must customize the SRS Goods Movement. Use the path:
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3-3-1 Select your profile RS##.
Partner
Values
Default doc. cat. external replenishment
1, Create purchase requisition, otherwise an error will occur
Default doc. cat. int. replenishment
1, Create purchase requisition, otherwise an error will occur
Default doc. category external Store Order
1, Create purchase requisition, otherwise an error will occur
Default doc. category internal Store Order
1, Create purchase requisition, otherwise an error will occur
Execute a replenishment planning run for your store T8##. Use the path: Logistics → Retailing → Sales → Replenishment → Replenishment planning → Execute Enter your store number T8## in the Recipient field. Enter R1132 in the Merchandise category, accept all other defaults press execute.
SAP
3-5
Select Store Order on the SRS screen. 3-5-1 Yes, now there are proposed quantities.
Only
Internal
3-5-3 There is a purchase requisition, but there won’t be a purchase order until headquarters generates them.
Partner
3-5-2 You can increase or decrease quantities and no follow-on documents will be created until the buyer in headquarters starts the program.
Use
Use
SAP
3-4
Field Name
Internal
Only
In the Control group, make the following changes:
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Inventory Management Processes Inventory mangement
Contents: ! Goods Movements ! Physical Inventory ! Revalue Inventory
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Internal
SAP AG 2001
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Internal
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Inventory Management Processes: Objectives Inventory mangement
At the conclusion of this unit, you will be able to: ! Customize Goods movements for SAP Retail
Store ! Customize Physical Inventory for SAP Retail
Store
Only
Internal
! Perform a stock revaluation using SAP Retail
Use
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Store
SAP
SAP
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Internal
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Course Overview Unit 1 Introduction Unit 2 Internet Transaction Server Unit 3 Purchasing Processes
Unit 4 Inventory Management Processes
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Internal
Unit 5 Sales Processes Unit 6 Information
Partner
Unit 7 Accessing Master Data Unit 8 mySAP Workplace
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Unit 9 Conclusion
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Inventory Management: Business Scenario
! Smart Speciality Stores use SAP Retail Store to
maintain their inventory. The stores frequently transfer inventory among themselves and record other removals from floor stock. ! Headquarters maintains the inventory for all
Only
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stores and so requires periodic physical inventory counts and subsequent revaluation.
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Goods Movements: Topic Objectives Inventory mangement
At the conclusion of this topic, you will be able to: ! Customize Stock Transfer processes for SAP Retail
Store ! Customize Other Goods Movements for SAP Retail
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Internal
Store ! Process stock transfers in SAP Retail Store
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! Process other goods movements in SAP Retail Store
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Stock Transfer: Overview
Stock Stock Transfer Transfer
Head office Store 2 Inv. xxx
Promotion Promotion Stock Stock
Partner
Regular Regular Stock Stock
Store 1 Inv. xxx
Internal
Only
Store
Use
Other Other Store Store or DC or DC
SAP Use
"
Transfers between stores can also be recorded simply.
"
The accounting is handled behind the scenes, with no user intervention, in both cases.
Only
Internal
Stock transfer movement types can be virtual as well as physical. For example, if a store wants to isolate its promotional stock from its regular stock, it can be easily handled via goods movements.
Partner
"
SAP
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Other goods Movement: Overview
Other Other Goods Goods Movement Movement
Head office Reg. stock xxx
Regular Regular Stock Stock
Manager’s Manager’s Office Office
Use
Partner
Regular Regular Stock Stock
Other acct. xxx
Internal
Only
Store
Regular Regular Stock Stock
SAP
As shown, other goods movement can easily be defined. Whether it it moving inventory from the floor for use by the store or to the trash bin because it is spoiled
"
The reporting of these transactions is simplified through customizing and the accounting is handled with no user intervention.
Only
Internal
"
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Goods Movement: Customizing (1/2)
C u s t o m i z e
Basic Settings for GM/Stock Transfer Key Key
Customizing schema
0002
General General default default ID article no.
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
ARTN
Use
Partner
Check shelf life expir.date
SAP Use
The first step to other Goods movement processing is to define the basic settings and identify the scheme. $ General default: - Article number ID: Which type of article number your other goods movements use to identify articles is also defaulted on the SRS entry screen and used by SAP Retail. - Check shelf life expiration date: On goods movement check expiration date for perishable articles before recording a movement. If the check is active, issue a warning or an error if the remaining shelf life is less than required, as set in the article master.
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Internal
"
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Goods Movement: Customizing (2/2)
Grouping of business transactions... Key Key
Customizing schema
0002
Select Business transaction transaction Select Box Box Business
Movement Movement type type
0001
Stock transfer to another site
301
0002
Stock transfer sloc to sloc
311
Internal
C u s t o m i z e
Use
Partner
....
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP Use
"
There are two additional types of Goods movements, stock transfers and other goods movement. Both are customized similarly. First, you identify a schema and set the basic settings. Then, you identify the types of movements your organization uses and link them to a selection box.
"
In the next step, you link your selections to a schema and each type of movement to a movement type. Then, you link the schema to your stores.
"
The business transactions of the appropriate schema display in the SRS screen for entry of stock transfers or other goods movements. The subsequent handling of the data is controlled by the movement type code associated with each business transaction.
"
The movement types are delivered with the system and linkage to general ledger accounts is defined during MM customizing.
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Physical Inventory: Topic Objectives Inventory mangement
At the conclusion of this topic, you will be able to: ! Customize Physical Inventory processes for
SAP Retail Store ! Use SAP Retail Store to perform a Physical
Inventory Count
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Internal
SAP
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Internal
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Physical Inventory: Overview
Articles Articles to to Count Count
Head office PI xxx
?
Inventory xxx
Internal
Only
Count Count
Partner
Store Scan Scan count count
Use
Manual Manual count count
SAP Use
"
Physical inventory using SRS requires that headquarters create physical inventory documents. This can be done manually for small article lists, or by a batch job in the background which is more realistic for large numbers of articles.
"
Once the documents are created, store staff can perform the count either manually with a visual count or via a PDC, and the count entered in SAP Retail Store.
Only
Internal
An inventory count must be undertaken on some regular basis according to U.S. GAAP and other country’s legal requirements.
Partner
"
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Physical Inventory: Customizing
C u s t o m i z e
Basic Settings for Physical Inventory Key Key
Customizing schema
0003
Control Control
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
Difference reason entry Use POS currency Offer “Change count” separately Period f. selecting phys. Inv. nos
12
Use
Partner
Overview screen
SAP Use
Physical inventory customizing prepares the internet display for data entry.
"
If you require a reason to be entered when posting a difference, selecting the Difference reason entry displays that field on the Edit differences screen. You can set up specific difference reasons in SAP Retail to be used in this field.
"
Use the store’s POS currency should be checked, unless you want the company code currency displayed for the value of the inventory difference.
"
Change count can be set to display on the initial Physical Inventory screen forcing the selection of either entering the initial count or changing the count on the subsequent screen. Leaving this field blank, provides the option Edit differences which allows both the count and changes to be entered on the subsequent screen.
"
The period for displaying PI documents can be set. The default is 24 months.
"
There are several options for displaying the overview list of PI documents: $ Always show $ Zoom in/out - displays either the document number only, or the document number and status. $ Hide/show - provides a selection on the screen to hide the overview or display the overview. $ Switch screens - the overview displays until a document is selected. Then only the document data is displayed.
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Stock Entry: Topic Objectives Inventory mangement
At the conclusion of this topic, you will be able to: ! Use SAP Retail Store to perform an Inventory
Revaluation
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Stock Entry
Headquarters
New sales price for articles POS-Outbound or Report “automatic sales price revaluation” create documents with status “to count”
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Request count list
Post counted articles
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Store
Internal
Sales value change documents
Print count list
SAP Use Internal
"
When the retail price of an article managed on a value-only basis changes, before the system can perform a revaluation you must enter the quantity of the material to be revalued.
"
For a particular date, you can create a list of articles whose retail price changes on that date. Before you can do this, however,you must create the relevant retail revaluation documents with the status A ("to be counted") using program RWVKU001 or via the POS outbound interface.
"
The listed articles are counted and the results are entered in SAP Retail Store. The articles are then automatically revalued in mySAP Retail on the basis of that count.
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When the retail price of an article managed on the article level is changed, inventory revaluation can be handled by the system.
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Inventory Management Processes: Unit Summary
You are now able to: ! Customize Goods movements for SAP Retail Store ! Customize Physical Inventory for SAP Retail Store ! Perform a stock revaluation using SAP Retail
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Inventory Management Exercises Unit: Inventory Management Topic: Other Goods Movements At the conclusion of this exercise, you will be able to: • Customize Goods Movements for Stock Transfer and Other movements
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4-1
SAP
4-1-1 What does this customizing screen control?
SAP
Use
4-1-2 What happens if you do not assign a schema to your site? 4-1-3 Assign Schema 0001 to your site T8##. 4-2
Data Type
G/L Account
Inventory
310050
Scrap
400001
Trading goods consumption
410050
4-2-1 How would you confirm that this information is correct before using these accounts
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Before you customize you want to check your G/L accounts or Cost center assignments to these movement types, you should check in the standard materials management component for how these movement types are already assigned. You know the following information:
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Begin your customizing of SAP Retail Store Goods Movements by identifying the basic settings necessary for both Stock Transport and other Goods movement.
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Smart Specialty Stores use SAP Retail Store to maintain their inventory. The stores frequently transfer inventory among themselves and record other removals from floor stock.
Internal
• Post goods movements in SAP Retail Store
4-3
Now you can configure your stock transport goods movement types. 4-3-1 Which keys are defined in the grouping of business transactions? 4-3-2 Check which business transactions are configured. 4-3-3 Which schema is the default? What movement type describes the default?
Partner
Assign schema 0002 to your site T8##. 4-4-1 Will you be able to perform a site-to-site transfer with this schema as a default?
4-5
Now view the customizing for other goods movements. 4-5-1 Do not assign any schema to your site. What effect will this have on your store when you access Other Goods Movements on SRS?
Use
4-6-1 Check the accounting document for this transfer. What path do you take to check the accounting document?
4-6-2 Did the system make the debit and credit to the correct accounts? What were they?
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Use direct access to SAP Retail rather than SRS.
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Sign on to your client using the URL: http://igserver name.wdf.sap-ag.de:1080/sap/its/homepages/sapstore.htm Record the movement of 3 pieces of R100016 from your store to the store of the person on your right. T8## to T8##.
SAP
4-6
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4-4
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4-3-4 Must you add a G/L Account for these transactions?
4-7
Now, return to the Retail Store and record taking one unit of R100016 from stock and report it to headquarters as spoiled. It was damaged beyond repair in shipping and your normal method of dealing with such damage is to scrap the item. 4-7-1 How do you select the movement type on the Retail Store for other goods movements? 4-7-2 Check the accounting document for this transfer. What path do you take to check this accounting document?
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Inventory Management Exercises Unit: Inventory Management Topic: Physical Inventory At the conclusion of this exercise, you will be able to: • Customize the screen display for Physical Inventory
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You are required by headquarters to do a physical inventory on selected merchandise monthly. You will customize the SRS profile and then test if the online version meets your needs.
5-1-1 Copy schema 0001 and create your own schema ##02.
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5-1-2 What entry must you make to keep your PI documents for only 1 year?
Partner
5-1-3 Create the possibility of zoom in/out. What entry will you use? 5-1-4 Assign your schema to your site T8##. 5-2
The inventory manager in headquarters decided that your store must count the inventory of electronic tuners. 5-2-1 How does the IM person prepare a physical inventory document for your store? 5-2-2 Create that document for R100016.
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Before you can prepare a physical inventory in the store, you must customize the SRS profile you wish to use. What path will you take to prepare this profile?
SAP
SAP
5-1
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• Enter the Physical Inventory Count using Retail Store
Internal
• Create a Physical Inventory Count request from SAP Retail
5-3
In the store you count the inventory and you have 12 in stock. You take what path to enter the count. Please enter and Post the count. 5-3-1 How would you check to ensure that your count and the SAP Retail inventory count were the same? Are they?
OPTIONAL: 5-4
Revise your schema so that you require a reason for the PI difference and change the Overview screen to 3 or 4 and repeat the physical inventory process.
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5-3-3 If your count differs from inventory, adjust the count to be + or – 1 and press Post Difference.
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5-3-2 Is your physical inventory document fully posted?
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Exercises Unit: Inventory Management Topic: Inventory Revaluation
•
Revalue inventory based on the new sales prices
Your store maintains electronic parts for the convenience of your customers. These are low cost items so you just carry the inventory at cost on your books and revalue as the sales price change.
6-1
Before you begin revaluing your electronic parts inventory, you must consider how you want the revaluation to be carried out. 6-1-1 Where in the Site Master do you identify your revaluation scheme?
Use
6-1-3 If you allow your margins to change with a sales price discount, what will the effect be on your inventory?
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6-2
Will you be required to handle the revaluation similarly for your SKU based inventory? Why or Why not?
6-3
Set up your site T8## with a revaluation profile that requires counting and revaluation when you change prices. You also want to keep your margin constant. 6-3-1 Which revaluation profile will achieve these requirements?
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6-1-2 Which valuation profile would you use to lower your inventory account when a sales price is lowered?
SAP
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Create new sales prices
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•
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At the conclusion of this exercise, you will be able to:
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6-4
View your value-only stock for merchandise category R1135. What path will you take? Please, write down the amount.
6-5
Lower the price on your articles TA120## and TA121## as a good will gesture. Reduce the prices by $0.05 each. You will also run your pricing report. 6-5-1 What is the path you take to change prices?
6-6
Sign on to SAP Retail Store and enter your revaluation count. Both TA120## and TA121## have 3 boxes in stock. 6-6-1
SAP
Use the system at headquarters to determine the the impact on your inventory of the count? What path will you use?
SAP
6-7
What area do you access to enter your revaluation count?
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6-5-3 What is the effect of running the pricing report?
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6-5-2 What path do you take to run the pricing report?
6-7-1 What is the net difference on your stock?
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Inventory Management Solutions Unit: Inventory Management Topic: Other Goods Movements
4-1
The basic settings for stock transfers and other goods movements. Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
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4-1-1 This schema controls the selection of the Material identification on the SRS screen. 4-1-2 If you do not assign a schema to your site, the system uses the schema designated, Standard.
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4-1-3 The path to assign the schema is: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
SAP
SAP
Logistics – General → SAP Retail Store → Goods Movement→ Basic Settings for Goods Movements/Stock Transfers → Assign Customizing Schemas to Sites
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Select New Entries and enter your store T8## and the Customizing schema in the appropriate fields.
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Logistics – General → SAP Retail Store → Goods Movement→ Basic Settings for Goods Movements/Stock Transfers → Define Customizing Schemas with Basic Settings
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4-2
To determine what the G/L account for inventory is: 4-2-1 Use the path: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Logistics – General → Materials Management → Valuation and Account Assignment → Account Determination → Account Determination without Wizard → Configure Automatic Posting Press cancel on the selection screen and then press Account assignment
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4-3
Now to configure the stock transport goods movement types
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4-3-1 To determine which keys are defined, use the path: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Logistics – General → SAP Retail Store → Goods Movement → Grouping of business transactions for stock transfers
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The first selection, Definition of Business Transactions for Select Box, itemizes the keys, as shown below. below in the grouping of business transactions.
Description
Movement type
0001 default
Stock Transfer to another site
301
0002
Stock Transfer sloc to sloc
311
0003
Transfer posting one step
319
4-3-3
G/L Acct.
Required fld
Only
Internal
4-3-2 → If you look at the General Business Transactions, you will note: Customizing schema, 0001-- Goods Movement 01 Select box
2
Key (select box) 0001, site to site transfer, is the default
4-3-4 No, you do not for movement type 301, it is defined in the standard goods movements and those G/L accounts will default. © SAP AG
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You could also press G/L Accounts enter the company code R300 and your store T8## to bring up a complete list of accounts.
Internal
This brings you to the Materials Management posting group (RMK). Select Inventory posting (BSX). We are using chart of accounts CAUS and valuation grouping code USRE. Almost all of the merchandise we sell belong to material type HAWA, Trading goods, which belongs to valuation class 3100. So you can see that the inventory G/L account is 310050.
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4-4
Assign schema 0002 to your site T8##. 4-4-1 Yes, you will be able to select site to site, storage location to storage location is only the default selection.
4-5
Perform the customizing for other goods movements. You will see that the customizing is quite similar to that for Stock Transfers. The path is: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Logistics – General → SAP Retail Store → Goods Movement → Grouping of business transactions for other Goods movements Definition of Business Transactions for Select Box. Here each of the other goods movement types are itemized for the selection box.
SAP
Description
Movement type
G/L Acct.
Cost Center
GM_co
0001
Article spoiled
551
03
0002
Not identifiable
551
03
0003
Incomplete
501
05
0004
Theft
551
03
0005
Removal for own consumptio n
201
03
0006
Removal for 201 staff canteen
03
0007
Removal for goods testing
331
03
0008
Rmvl for production
221
03
0009
Free of charge deliv. from vendor
511
05
SAP
Select box
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The second selection, General Business Transactions, shows the movement type associated with Schema 0001
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The first selection is:
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4-5-1 If you do not assign a schema to your site, schema 0001 will be used by default. 4-6
Sign on to the client using the web. The URL is: http://igserver name.wdf.sapag.de:1080/sap/its/homepages/sapstore.htm Select your client and sign-on using your user number IRT370-##. Use the password you created at the beginning of class. Select your store, T8## and logon.
Partner
Values
Bus. trans
Stock Transfer to another Site
Rec. site
T8##
Article
R100016
GR quantity
3
Press Post. 4-6-1 Check the document and the accounting for the document use the path:
SAP
Enter your article document and today’s year.
Sign on to the client using the web. The URL is: http://igserver name.wdf.sapag.de:1080/sap/its/homepages/sapstore.htm Select your client and sign-on using your user number IRT370-##. Use the password you created at the beginning of class. Select your store, T8## and logon. Under Inventory Management, select Goods Movement. Select Other movement and then select Edit items.
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Field Name
Values
Bus. trans
Article spoiled
Article
R100016
GR quantity
1
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4-7
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4-6-2 Although no accounting entry is necessary, you can see that the debit and credit were made to the same G/L account 310050, the inventory account. However, assigned to the two different stores.
SAP
Logistics → Retailing →Merchandise logistics → Inventory management → Article document → Display
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Use
Field Name
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Under Inventory Management, select Goods Movement. Ensure Shift is activeand then select edit items. Refresh the screen after selecting the correct Business transaction.
4-7-1 Press the selection arrow on Bus. Trans and select Article spoiled. 4-7-2 Check the document and the accounting for the document use the path: Logistics → Retailing →Merchandise logistics → Inventory management → Article document → Display Enter your article document number and today’s year. On the next screen, Press accounting docs. You can see that there was a credit account 310050, the inventory account and a debit to account 400001, the scrap account.
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Inventory Management Solutions Unit: Inventory Management Topic: Physical Inventory
5-1
The path to the SAP Retail Store physical inventory profile is: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
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Select Define Customizing Schemas with Physical Inventory Basic Data.
Partner
5-1-1 Select schema 0001, press the copy icon and enter your number ##02. 5-1-2 Change the Period f. selecting phys.inv.nos to 12 to maintain the document numbers for only 1 year. 5-1-4 To assign the schema to your site:
SAP
Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Logistics – General → SAP Retail Store → Physical Inventory→ Basic Settings for Physical Inventory
5-2
Run a physical inventory Logistics → Retailing → Merchandise logistics → Physical Inventory → Physical inventory document → Create Enter your store number and storage location, 0001. On the next screen , enter R100016 in the article field and press Save.
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5-2-1 Take the following path:
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Select Assign Customizing Schemas to Sites. Enter your site number and you schema number ##02.
SAP
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5-1-3 Enter 2 in the Overview screen field.
Internal
Logistics – General → SAP Retail Store → Physical Inventory→ Basic Settings for Physical Inventory
5-3
Sign on to the client using the web. The URL is: http://igserver name.wdf.sapag.de:1080/sap/its/homepages/sapstore.htm Select your client and sign-on using your user number IRT370-##. Use the password you created at the beginning of class. Select your store, T8## and logon. Under Inventory Management, select Physical Inventory Select Enter count. Enter 12 in the open quantity count. 5-3-1 On the main Physical Inventory screen, select Edit differences to view any difference. 5-3-2 It should not be posted, or only partially posted if there are differences.
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5-3-2 Just change the number in the count quantity and press Post Differences.
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Solutions Unit: Inventory Management Topic: Inventory Revaluation
6-1
You know that the sales price will change in the reports but you do have to consider whether you want the inventory account to reflect the sales price changes.
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Internal
6-1-1 The path to the site master is: Logistics → Retailing → Master data →Site data → Site → Change Select the tab, Valuation/inv. mgmnt
Partner
On this screen you can see how the store values its inventory.
SAP Use
6-2
When your inventory is carried on an article (SKU) level, the system maintains the quantity, therefore, no count will be necessary before the system revalues the inventory account.
6-3
Use the following path to change your site revaluation profile. Logistics → Retailing → Master data →Site data → Site → Change Select the tab, Valuation/inv. mgmnt 6-3-1 Use the revaluation profile: 6, Counting, revaluation for local mark-downs, not affecting margin.
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6-1-3 The inventory account will remain unchanged, the margin will change and the sales price will change, but this will have no effect on your general ledger or inventory account.
Partner
Using the drop down help on Revaluat. profile, you will see that there are 16 profiles that can be used for revaluation. You could use any one that does not affect margins to revalue your inventory account when a price is changed.
SAP
6-1-2
Use
Note that stock in your store, T8## can be managed both on an article (SKU) and a merchandise category basis.
6-4
Use the following path to check your inventory values. Logistics → Retailing → Merchandise Logistics→Environment →Stock→Valueonly article.
6-5
Merchandise category
R1135
Site
T8##
The current value should be
$225.00.
To lower prices on your articles: 6-5-1 Use the following path:
Only
Internal
Logistics → Retailing → Master data →Pricing →Price calculation→Create Article
Dist Chain
Site
Merch Cat
TA120##
R300, R1
T8##
R1135
TA121##
R300, R1
T8##
R1135
Article
Gross SP
Fin.pr.olde
Mrg(g/o)
TA120##
0.45
0.50
60
TA121##
0.25
0.30
60
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Enter:
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On the next screen,
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6-5-3 The system issues a list of articles to count along with price change information. 6-6
Sign on to the SAP Retail Store. Use the path:
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Logistics → Retailing → Master data →Pricing →Environment →Value Assignment → Valuation at retail → List Display
http://igservername.wdf.sap-ag.de:1080/sap/its/homepages/sapstore.htm. Enter your store T8## and Log on. 6-6-1 Select Stock Entry, and then press Request count list. Enter 300 pieces for each of your two articles. Post your entry.
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6-5-2 To run the pricing report:
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6-7
To view the details of the revaluation, use the path: Logistics → Retailing → Master data →Pricing →Environment →Value Assignment → Valuation at retail → Total revaluation at retail Enter your store T8## and press Display individual rtl revaluation docs 6-7-1 To determine the difference, select the line item on the Retail Revaluation Document and the Detail view. The system has recorded the details of the transaction.
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Sales Processes Sales
Contents: ! Sales Orders ! Sales Price Changes ! Customer Master Records
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Sales Processes: Unit Objectives
At the conclusion of this unit, you will be able to: ! Customize sales orders for SAP Retail Store ! Create Customer master records ! Change sales prices in SAP Retail Store
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! Process sales orders in SAP Retail Store
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Course Overview Unit 1 Introduction Unit 2 Internet Transaction Server Unit 3 Purchasing Processes Unit 4 Inventory Management Processes
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Unit 5 Sales Processes Unit 6 Information
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Unit 7 Accessing Master Data Unit 8 mySAP Workplace
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Unit 9 Conclusion
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Sales Processes: Business Scenario
! You want to keep your inventory at a
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manageable level and so, your stores do not normally stock large quantities of high priced items. When a customer purchases one of these items, you want them to be able to request delivery to their home or pick it up at a later date in the store.
SAP
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Sales Processes: Overview (1/2)
Purchase Purchase Order Order Sales Sales Order Order
Head office
Vendor Delivery
Internal
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Store
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DC
SAP Use
"
Depending on the customizing settings of SAP Retail, the article will be shipped to the store by the DC. Ordered from the vendor to be shipped to the store or the DC.
"
The customer may collect the article at the store or at the DC.
Only
Internal
Sales order processing for a particular customer can take place in several scenarios. The first is the customer comes into the store and purchases an article (s) that are not on hand in the store. The transaction is recorded in Retail Store and the central Retail system handles subsequent processing.
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Sales Processes: Overview (2/2)
Purchase Purchase Order Order
Sales Sales Order Order
Head office DC
Store
Vendor Delivery
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A second scenario is also possible. After placing their order at the store, SAP Retail can “orchestrate” delivery either from the DC or from the vendor to the customer’s home or business.
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Sales Processes: Customizing (1/3)
Basic Settings for Order Entry Key Key
Customizing schema
0001
General General Sales Sales Data Data EXW
Incoterms collection Incoterms delivery
FH
Shipping cond. collection
02
Shipping cond. delivery
02
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C u s t o m i z e
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IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP Use
"
On this part of the screen, you are identifying which incoterms and shipping conditions to default for entering a sale in Retail Store. Identifying the item category to use under particular circumstances further combines with these conditions to speeds proper follow-on document handling in the SAP Retail system.
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Incoterms delivered with the system reflect the International Chamber of Commerce trading terms. These combine with the Shipping conditions, also defined in the Sales and Distribution component, and the loading group, defined in the MM component, to automatically route deliveries to the customer.
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Sales Processes: Customizing (2/3)
Basic Settings for Order Entry
Sales Sales document document control control Direct del. act PD item cat. direct Pur. Doc cat. “single PO”
5
PD itm cat.st.trans
7
Default site cat.
A
0
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C u s t o m i z e
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IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP Use
"
The item categories that will be used in a particular purchasing document, are set in the next 3 fields. The options shown above, select: Direct delivery purchase document - 5, third-party Single purchase orders - 0, standard Stock Transport orders - 7, stock transport order
"
Define which default site category will be placing the orders, in this case the store.
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Internal
If you will provide direct delivery, you must select the Direct Del. Act for that to be an option during Sales entry.
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"
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Sales Processes: Customizing (3/3)
C u s t o m i z e
Basic Settings for Order Entry
Payment Payment method method
Customer Customer creation creation Templ. customer
$
100041
Consumer
99999
ref city.
Use
Partner
Entry of Prices
Credit card
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Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
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Select the Credit card field, if your stores support that payment method.
"
To simplify creating a customer master record in the store, you must first create a template customer. This is simply a customer that you have created in the SAP Retail customer master data and refer to in this profile.The template will be used when creating a business customer master record.
"
You may also use a reference consumer, which reduces the amount of customer data that is stored after creating a customer master for individuals.
"
Select one Scheme to be the standard that can be used for stores that have not been assigned to a particular scheme.
"
Once your have created your Basic Settings for Order Entry profile, assign the sites that will be using that scheme for Retail Store order entry.
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Sales Processes: Customizing
Grouping of allowed order types Key Key
Customizing schema
0003
Sls Sls Doc Doc type type
Description Description
CS
Cash Sale
RO
Rush Order
SO
Standard Order
Standard
Default Default
Use
Partner
C u s t o m i z e
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP
The grouping of allowed order types, allows you to establish which types of orders a store may issue.
"
Limiting the order types to those actually generated by stores, limits the options available at entry and speeds the process.
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Sales Processes: Customizing
Grouping of Ctries for Cust. Maintenance Key Key
Customizing schema
Country Country
Description Description
US
United States
0002
United States
With With regions regions
Default Default
$
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C u s t o m i z e
Internal
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IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
SAP Use
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Grouping of countries for customer maintenance is also a time saving device during sales order entry. If your stores are all with in one country, you limit the country codes that the system must search on sales entry.
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Sales Processes: Unit Summary
You are now able to: ! Customize Sales Processing profiles ! Enter Sales Orders in SAP Retail Store ! Create Customer Master records in SAP Retail
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Store
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! Change sales prices at the store
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Sales Processes Exercises Unit: Sales Processes Topic: Template Customer At the conclusion of this exercise, you will be able to:
Your company stocks its expensive articles in the DC, which ships directly to the customer. You must do some customizing before you are able to record this type of sale in the store using SAP Retail Store.
7-1
Because the Sales order process requires that you have a template customer, you want to begin by creating a customer in SAP Retail that reflects the profile of your store’s regular customers.
SAP Use Internal
Company Code
R300
Sales Organization
R300
Distribution Channel
R1
Division
R1
Account Group
New customer via internet
Region
AZ
postal code for Scottsdale
85260
Juridiction code
AZ0000000
Transportation zone
0002, Mountain
Reconciliation account
140000
Payment Terms
Cash
IRT370
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Value
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Field Name
SAP
Some general information about your store that you might want to know is:
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7-1-1 How will you create a template customer? 7-1-2 Record the Customer number for your template customer.
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Sales Processes Exercises Unit: Sales Processes Topic: Customize Sales orders At the conclusion of this exercise, you will be able to:
8-1
Now you can customize the sales order controls for SAP Retail Store. You will use your own template customer and plan for direct customer shipment and payment by credit card. You also want the stores to change prices from time to time and to use a consumer master record for individual customers. 8-1-1 What path do you take to customize sales order control?
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8-1-2 Create a schema ##01. An easy way would be to copy schema 0001 and modify it for your needs. 8-1-3 Assign your schema to your site, T8##. 8-2
Now you must identify the order types that your store will use. 8-2-1 Must you create a new group of allowed order types?
Check the Grouping for Countries 8-3-1 What is the purpose of Grouping of Countries for Customer maintenance? 8-3-2 Will it make a difference if you do not assign a country grouping code to your site? 8-3-3 Assign the appropriate Country Grouping to your site, T8##.
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8-2-2 Are any other steps required to ensure your store has access to these order types?
8-3
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Your company stocks its expensive articles in the DC, which ships directly to the customer. You must do some customizing before you are able to record this type of sale in the store using SAP Retail Store.
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• Customize the Sales order area for SAP Retail Store
8-4
You want your stores to be able to respond quickly to local competition and so you will give them the authority for short-term price changes. You also think it is helpful if they can view a history of an articles prices. 8-4-1
How can you limit the duration of a price change? Is this already customized, or must you complete another customizing table?
8-4-2 Is there a separate customizing table to allow your store to change the prices?
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Sales Processes Exercises Unit: Sales Processes Topic: Online Sales Order At the conclusion of this exercise, you will be able to:
With customizing completed, you can use SAP Retail Store to create a variety of sales orders.
Sign on to SAP Retail Store at the sales desk, and greet your new customer, Fred Smith. Fred lives at 234 Sleepy Hollow Drive, Jamestown, Arizona, 85260. Fred wants to purchase a tuner (R100016) to be delivered to his home.
Internal
9-1-2 Do you need any additional information to create a customer master record for Fred? 9-1-3 When you have completed entering Fred’s information, record the sale. Must you know the price to record the sale?
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9-1-4 What switch must you set to ensure delivery to his home?
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9-1-1 What path do you take to create a customer while you are in the process of creating a sale?
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9-1
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• Process sales orders online.
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9-2
Process the Sales order you just created. 9-2-1 Can you process a sales order with just the customer number or must you know the order number? 9-2-2 Before you deliver the product add another article, R100055 to Fred’s order. How can you accomplish this?
9-3
One of your competitor’s is have a sale on tuners starting later this week. You believe you must respond to that price pressure and lower the price on R100016 as well for the length of her sale.
9-3-2 When will the price change take effect? Why?
SAP Use
Now, a new business customer would like to purchase 4 hammer’s (R100010) and 6 screwdrivers (R100009). The man at the counter represents Brown Constructions Co., at 67 Builders Way, in Tempe, Arizona. You also want to give this customer a special discount for their first order to encourage them to return.
9-4-2 Create the sale and before you complete it, enter a discount of 2% for each of the items. How can you do this? Complete your sale with the discount. 9-4-3 Then go to the system at headquarters to view the two customer master records. How are they different in the system? Can you describe the reason for the difference between the two customer master records?
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9-4-1 Create a new customer using the business form. How does this differ from the individual?
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9-4
SAP
9-3-3 View the price history of your tuner and lower the price by $2. What is your new price?
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9-3-1 How will you lower your store price?
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9-2-3 Record the delivery of both articles. How do you accomplish this?
Sales Processes Solutions Unit: Sales Processes Topic: Customer Template
7-1
Create a template customer:
Only
The following are the required fields on General data, the Address screen:
Retail
SAP
Street/house number
ref. street 99999
Postal code City
85260 Scottsdale
Country
US
Region
AZ
Jurisdict. code
AZ00000000
Transportation zone
0000000002
Language
English
Internal
Search term
Now select Company Code data, and enter 140000 in the Recon. account field on the Account Management screen. On Payment transactions, enter 0001 in Terms of Payment. In the Sales area data, you must define some Order fields. They are:
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Field Name
Values
Cust.pric.proc.
3,
Cust. stats grp
1, relevant for statistics
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T8## Reference Customer
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Name
SAP
Values
Use
Field Name
Use
This account group is assigned an internal number when the customer is created. Leave the customer field blank.
Internal
The account group for your template customer is: New customer via Internet.
Partner
Logistics → Retailing → Master data → Edit customers → Business partner → Customer → Create → Full
You should also define some Shipping information: Field Name
Values
Delivery priority
1
Order combination
X
Shipping conditions
01
Values
Incoterms
FH
Terms of payment
0001
Tax
0, exempt
Save the customer record. The system displays the customer number which you will need for the next exercise, so record the number. Customer number_________________________
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On the Billing document screen you want to enter some information.
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Sales Processes Solutions Unit: Sales Processes Topic: Customize Sales orders
8-1
Customize Sales Order for SAP Retail Store. 8-1-1 The path to sales order customizing is:
Only Partner
Logistics – General → SAP Retail Store → Sales Order→ Basic Settings for Order Entry → Define Customizing Schemas with Basic Settings
Direct del. act
Check
Credit card
check
Templ. customer
The customer you just created
Consumer
Check
8-1-3
To assign the schema you just created to your site T8##, use the following path:
Logistics – General → SAP Retail Store → Sales Order→ Basic Settings for Order Entry → Assign customizing schemas to plants Press New entries, enter your site number and your schema number in the appropriate fields.
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Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
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Values
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Field Name
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8-1-2 Select 0001, Standard schema. Press Copy. Enter your schema number ##01. Make the following entries:
Internal
Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
8-2
Check for the allowed order types. Use the path: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Logistics – General → SAP Retail Store → Sales Order→ Grouping of allowed order types Select: Order entry, allowed order types You will note that there is only one order type schema, 0001, with 3 order types. Identified are:
8-2-1 No, all the order types you will need are already defined. 8-2-2 Not necessarily, as standard order is the default, that is the one that displays. However, you can assign this schema to your site. Use the path:
Logistics – General → SAP Retail Store → Sales Order→ Grouping of allowed order types
Use
Select: Assign order type grouping to sites 8-3
Grouping of Country Codes Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
Use
Select: Define Country Grouping for Countries. There you will see two groupings, one German language countries; and the second, English language countries.
8-3-2 In this instance, it will make a difference. Because the German language schema is designated as the default, if you do not assign 0002 English language grouping, you will not be able to designate the US as the country where your customer lives. Nor will you be able to enter data like postal codes that are checked according to the country code.
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8-3-1 There are over 250 country codes in the system. Grouping country codes together and assigning the group to a site, reduces the number of country codes the system must check.
Partner
Logistics – General → SAP Retail Store → Sales Order → Grouping of Countries for Customer Maintenance
SAP
SAP
Partner
Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
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Cash sale Rush Order Standard Order
8-3-3 Assign the Country Grouping to your site. Use the path: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG Logistics – General → SAP Retail Store → Sales Order → Grouping of Countries for Customer Maintenance Select: Assign Country Grouping to Sites. Press New entries, enter your site number and grouping 0002. 8-4
To limit the duration of store price changes, use the path: Tools → AcceleratedSAP → Customizing → Edit Project → SAP Reference IMG
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8-4-1 Select Define Customizing Schemas with Sales Price Basic
8-4-2 No, there is not a separate customizing table to allow stores to change prices. You activated that option when you selected the check box, Entry of prices, in Define Customizing Schemas with Basic Settings
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The Standard Schema has no limit on length of validity period. If it has not already been done, enter 15 to limit a price change to 15 days. Note also that this schema allows historical prices for 30 days in the past and planned price changes 30 days in the future to display.
Internal
Logistics – General → SAP Retail Store → Sales Prices → Basic Settings for Sales Prices
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Sales Processes Solutions Unit: Sales Processes Topic: Online Sales order
9-1
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Select your client and sign-on using your user number IRT370-##. Use the password you created at the beginning of class. Select your store, T8## and logon. 9-1-1 Under Sales order, select the button to create customer. Use the fields for private customers.
9-1-4 To ensure that the tuner is delivered to his home, select the button delivery. Press Create order. When the order displays, go back to the main menu. 9-2
To process the sales order:
Use
9-2-2 To add another article before shipping, select the pencil icon for Edit order. Enter the Article number R100055 and the quantity, 1. Press Post change. 9-2-3 Select the order again. This time select the truck icon for deliver order. Enter the quantity against each article and press the Deliver goods button on the subsequent screen. Sign on to SAP Retail Store: Select your client and sign-on using your user number IRT370-##. Use the password you created at the beginning of class. Select your store, T8## and logon. 9-3-1 Select Sales prices under Master data. Enter your article number R100016 and press Change prices. 9-3-2 The price validity dates default to tomorrow and fifteen days later. This is because the system requires at least one day lead time to send the price change to the pos system. The length of time is set in the maximum allowed validity period, in the basic Settings for Sales Prices. 9-3-3 Press Show price history. Enter 196 in the new price field and press Save.
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9-3
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9-2-1 Under Sales, select Process sales order. No, you can find the sales order using a combination of information in the fields on the screen. Enter Fred’s customer number and press Find orders.
SAP
SAP
9-1-3 No, the system provides the price from the article master data for the store.
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9-1-2 No, you need only the name and address to create a full customer master record. The balance of the information will be copied from the template customer.
Internal
Internal
Sign on to SAP Retail Store:
9-4
On the main menu of SAP Retail Store, select Sales Order Entry. 9-4-1 Create customer. Ensure that you select company for the main form of address, and enter the name of the company in the Business customer column. 9-4-2 Enter your article numbers and the quantities: Article
Requested quantity
R100009
6
R100010
4
Only
Select Condition type, Customer Discount and enter 2 into the rate for both items. Press Create order.
Partner
Go to the main menu and select, Process sales order. Enter your business customer number and press Find orders. Or enter the order number and press Change order.
Use
When the order is displayed, select Conditions and note that the system filled in the rate of –2.00% and calculated the new price. You can complete the delivery as in solution 9-2.
SAP
Logistics → Retailing →Master data→Edit customers → Business partner → Customer → Display → Full
Use
Select the Company code data. View those tabs and note that there is no Sales area data available.
In addition, you now have Sales area data. The difference arises from using the two different templates, consumer and customer. However, it reflects the fact that relationships with consumers tend to be less complex than those with other businesses, and so less data retention is necessary.
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Now, enter your business customer number. Note that you now have an additional 3 tabs for General data: Control, Marketing and Export data.
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Enter your consumer customer number. Note that there are two tabs in the General Data area.
SAP
9-4-3 Go to the Customer master area on mySAP Retail, use the path:
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Before you complete the order, select the Conditions tab.
Information
Contents: ! Allocation and Promotion ! Releasing Reports for display ! Retail Reports
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Information: Unit Objectives
At the conclusion of this unit, you will be able to: ! Display/maintain promotions ! Display/maintain allocations
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! Display stock ! Display open goods receipts
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! Display SAP standard analyses
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Course Overview Unit 1 Introduction Unit 2 Internet Transaction Server Unit 3 Purchasing Processes Unit 4 Inventory Management Processes
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Unit 5 Sales Processes
Unit 6 Information
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Unit 7 Accessing Master Data Unit 8 mySAP Workplace
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Unit 9 Conclusion
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Information: Business Scenario
! A store manager keeps close watch over all aspects of the business. Reports are the tools s/he relies upon to fine tune day-to-day operating decisions.
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Information
Head office
Store
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Mary Mary Jones Jones Store Store Manager Manager
SAP
Information is readily available for decision making at the store level. The reports that are currently available through SAP Retail Store are:
Partner
Use
"
$ Allocations $ Promotions $ Open goods receipts $ Standard Analysis - Article
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$ Stock Overview
- Promotion - POS: Cashier - POS: Sales based on receipts - STRPS - Customer/Article - Market-basket analysis - sales receipt - Market-basket analysis - sales receipt/article
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Allocation and Promotions: Business Scenario
! When your merchandise managers run a promotion they want to be able to plan the promotion and execute the purchasing and distribution seamlessly. Using allocation tables and Retail promotion they can.
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! Store managers want to know and fine tune the stock that is allocated to their store and which promotions are going to be run in the near future.
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Allocations: Overview (1/2) Plans Plans Coordinates Coordinates Monitors Monitors
Head office
Vendor
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Internal
Store 1
SAP
Store 2
Allocation tables are tools that some retailers use to plan, control and monitor the flow of merchandise to distribution centers and stores.
"
Allocation tables can be used to:
Partner
"
SAP
SAP AG 2001
Use
Use
DC
$ Allocate merchandise to sites(which sites, how much merchandise) $ Generate follow-on documents (purchase orders, deliveries) $ Notify sites of allocations and receive volume requests
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$ Determine vendors as the source of supply
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Allocation: Customizing for SRS (1/2)
C u s t o m i z e
Notification Categories of allocation table Key Key
Notification Category
Notif. Notif. form form Notif. form sites
BA
11
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
Notif. form DC Reply Reply control control Reply required
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Days to reply deadline Days: urge reply
Use
Fill CQ with RQ
Notification Category for SAP Retail Store is BA. The screen is primarily used for linking requirements for notification of hard copy or EDI notification.
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Allocation: Customizing for SRS (2/2)
C u s t o m i z e
Notification Categories of allocation table Message Message deter. deter. MD site man. OD DC manually
Internal
Only
IDES . Inc IDESSmart SmartRetailer RetailerInc. Inc.
No message determination
Partner
Data Data Transfer Transfer Transfer header text
Transfer purchase prices
Transfer item texts
Transfer sales prices
Transfer del. phase
Standard price
Transfer requested qty
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The only requirement for SAP Retail Store, is no message determination, as the store will view their allocation table directly in SAP Retail.
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Promotions: What the Customer Sees
All All Tuners Tuners and and CDs CDs on on Sale Sale
30% off
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Only
Internal
SAP
Promotions to the public seem quite simple. The store simply lowers the price.
"
However, from a logistics and accounting view point, much additional work must be done to ensure that the right merchandise is on promotion and the right volume of merchandise is available at the point of sale.
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"
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Promotions: What Actually is Required
Free goods
Classification
Information system
Requirements planning
Conditions
Allocations Purchase orders
Promotion
Price calculation
Goods receipts M
Assortments
% e Crem
Shipping
Catalog processing Additionals
Inventory management
POS inbound/ outbound
Order processing
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Rebates
In headquarters a great deal goes into a promotion execution. Through SAP Retail and SAP Retail Store much associated with promotion planning and execution is automated.
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Other Reports
! Stock Overview ! Open Goods Receipts
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! SAP standard analyses - POS: Cashier - POS: Sales based on receipts - STRPS - Customer/Article - Market-basket analysis - sales receipt - Market-basket analysis - sales receipt/article
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Information: Unit Summary
You are now able to: ! Perform the steps to prepare reports for use by SAP Retail Store ! Describe the types of information available through SAP Retail Store
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Accessing Master Data
Contents: ! Master Data available through SAP Retail Store
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Accessing Master Data : Unit Objectives
At the conclusion of this unit, you will be able to: ! Access the master data display on SAP Retail Store
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SAP
SAP
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Course Overview Unit 1 Introduction Unit 2 Internet Transaction Server Unit 3 Purchasing Processes Unit 4 Inventory Management Processes
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Internal
Unit 5 Sales Processes Unit 6 Information
Partner
Unit 7 Accessing Master Data Unit 8 mySAP Workplace
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Unit 9 Conclusion
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Accessing Master Data: Business Scenario
! Managers in the stores may have need of other information about their store. They also may offer goods directly to the consumer on-line through their product catalog. They can access this information using SAP Retail Store.
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Accessing Master Data Store Assortment List List Assortment
Head office Customer Customer
Only
Internal
Partner
Product Product Catalog Catalog Shelf Layout
Use
Store
SAP
"
We know about and are able to use: $ Assortment list data, described in the unit on Purchasing $ Customer master data, described in the unit on Sales
"
We can also access Store master data and Product Catalog data using SAP Retail Store.
"
Space management information can also be made available.
Only
Internal
Use
Several types of master data are accessible at the store using SAP Retail Store.
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"
SAP
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Store - General Data
General data Address/communication Opening times Store Store
Layout Data
Only
Internal
Blocking Data Receiving points Departments
Use
Partner
Merchandise Categories
Store master data includes all the information required for the store to function as a selling site.
Partner Only
Internal
Use
SAP
"
SAP
SAP AG 2001
© SAP AG
IRT370
7-6
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[email protected] Visit: www.sapfans.co.nr
Store: Layout
Layout Layout modules modules
Layout Layout
Site Site
Electronics
Layout module: Electronics
Tuscon
Layout module: Hardware
Denver
Layout module: Sporting Goods
Tempe
Internal
Only
Articles Articles
Use
Partner
Hardware
Information on the grouping of articles in Layout modules and the assigning of modules to the store is also found in the store master data.
Partner Only
Internal
Use
SAP
"
SAP
SAP AG 2001
© SAP AG
IRT370
7-7
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
SAP Retail Store − Space Management
Retail Store
View planned store layout.
Middleware
Use
Partner
Internal
Only
IDES IDESSmart SmartRetailer RetailerInc. Inc.
External Space Management Software
SAP
$ Interface to external space management systems make a variety of plans available on mySAP Retail. $ The current shelf structure and the next planned structure can be viewed directly using SAP Retail Store.
Only
Internal
$ If space management software supports conversion of planograms to html format, you can view graphical displays of individual shelves and products.
Partner
Use
SAP
SAP AG 2001
© SAP AG
IRT370
7-8
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
Product Catalog
Use
Partner
Only
Internal
SAP Use
"
The product catalog can be used in a variety of ways: $ As a cost-efficient alternative to printed catalogs $ For presenting weekly or monthly special offers $ As an application for a kiosk system in a public location or at the point of sale
Only
Internal
The Product Catalog provides you with a simple and efficient way of presenting a range of products effectively on the Internet or in SRS.
Partner
"
SAP
SAP AG 2001
© SAP AG
IRT370
7-9
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
Product Catalog
Use
Partner
Only
Internal
In addition to grouping the catalog into product categories, you can incorporate multimedia objects like pictures and sound documents that are centrally managed in the SAP Retail system.
Partner Only
Internal
Use
SAP
"
SAP
SAP AG 2001
© SAP AG
IRT370
7-10
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
Product Catalog - International Master data
Catalog variants for different countries Variant
Language Language Currency
URL for Hair dryer
DEM
English
USD
French
FRF
Italian
ITL
35,00 DM
URL for
Internal
Only
German
Haartrockner
$20.00
3000 3000 Lire Lire
19.90 19.90 $$
TT.MM.JJJJ TT.MM.JJJJ
MM/DD/YYYY MM/DD/YYYY
Use
Partner
International formats for numbers, prices, dates:
29,80 29,80 DM DM
A catalog can be maintained in multiple languages.
Partner Only
Internal
Use
SAP
"
SAP
SAP AG 2001
© SAP AG
IRT370
7-11
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
Accessing Master Data: Summary
You are now able to: ! Access your master data records on SAP Retail Store
Use
Partner
Only
Internal
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
© SAP AG
IRT370
7-12
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
mySAP Workplace -- Retail
Contents: ! Overview of mySAP Workplace ! People, Roles, Business Activities and mySAP Retail
Use
SAP AG 2001
SAP
SAP
Partner
Only
Internal
! Using mySAP Workplace with mySAP Retail
Only
Internal
Use
Partner
©SAP AG
IRT370
8-1
Contact for Buying Any SAP Module Materials:
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mySAP Workplace -- Retail: Unit Objectives
At the conclusion of this unit, you will be able to: ! Describe mySAP Workplace ! Describe the roles concept
Internal
Only
! Create your own role
Use
Partner
! Use mySAP Workplace with mySAP Retail
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
©SAP AG
IRT370
8-2
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Course Overview Unit 1 Introduction Unit 2 Internet Transaction Server Unit 3 Purchasing Processes Unit 4 Inventory Management Processes
Only
Internal
Unit 5 Sales Processes Unit 6 Information
Partner
Unit 7 Accessing Master Data
Unit 8 mySAP Workplace
Use
Unit 9 Conclusion
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
©SAP AG
IRT370
8-3
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mySAP Workplace: Business Scenario
Workplace Server
mySAP Workplace
Internal
Only
IDES IDESSmart SmartRetailer RetailerInc. Inc.
Partner
ITS Server
Use
Retail Store
SAP Use
! We are using SAP Retail Store in our store because it meets our need for an easy to use system for our staff where there is high turnover. ! The store manager and office staff have additional requirements which can be met by using mySAP Workplace. #
mySAP Workplace is also used with the ITS middleware and all retail functionality can be accessed in the store.
Partner Only
Internal
SAP
SAP AG 2001
©SAP AG
IRT370
8-4
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
Workplace Architecture - High level overview Components • Web Browser
Desktop
Partner
Web Web server Workplace server Middleware
• Web Server • Internet Transaction Server / SAP GUI for HTML
Internal
Only
New servers
• Basis 4.6 • User Management • Role Administration
SAP Retail
BW
APO
...
Use
Workplace server
•RFC Administration
SAP Use
#
The mySAP Workplace empowers users to perform effectively in dynamic, fast paced, market driven work environments by placing the right information and applications at their fingertips through an interface that is easy to learn, tailor, and use.
Only
Internal
The mySAP Workplace is a personalized, server-based, enterprise portal that provides fast, easy, and convenient web-based access to all the internal and external applications, content, and services they need.
Partner
#
SAP
SAP AG 2001
©SAP AG
IRT370
8-5
Contact for Buying Any SAP Module Materials:
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Processing One Request from the Web Service Files Service Files Workplace
User UserRequest Request
Input Input
Browser
AGate Output Output
Web Server
Internal
Only
WGate
SAP Retail
HTML Templates CSS Files
Use
Partner
HTML Page HTML Page
HTML HTMLTemplate Template CCS CCSFiles Files
SAP Use
#
The mySAP Workplace architecture consists of three layers:
#
In the store the user needs only a web browser running on his or her workstation.
#
The communication partner of the web browser is a web server, which is part of the Workplace Middleware. The SAP Internet Transaction Server (ITS) creates the connection between the web server and the Workplace Server. The workplace server handles the role definitions and the Central User Administration, if that is used.
#
The workplace is integrated into mySAP Retail via an RFC connection.
Partner Only
Internal
SAP
SAP AG 2001
©SAP AG
IRT370
8-6
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
People, Roles, Business Scenarios, Components
People People perform perform Roles Roles to to participate participate in in Business Business Activities Activities implemented implemented by by Components Components
Sales Staff Stock Clerk
Gds Receipts Pick, Pack, Deliver
Sales Staff Stock Clerk Dept. Manager
Planning Floor layout Competitive Analysis Evaluation
Sales Staff Store Manager
Planning Evaluation
Stock Management
Partner
Merchandise Sales Staffing (HR)
Internal
Susan
Store Positions
Only
Karen
Store Profitability Loss Prevention
Use
John
SAP Use Internal
#
This diagram shows how several people serving in different positions can be assigned roles to facilitate their mySAP Retail tasks.
#
Roles are focused on each individual's tasks and responsibilities in the store and answer the question: How do I complete the work for which I am responsible?
#
A role includes all activities (functionality, content, and services) a person performing a role needs to participate in the corresponding business activities. Roles that are involved in business activities include the necessary know-how, such as help and guidance.
#
The role determines the visual appearance of a user‘s Workplace. It is used to structure the launch pad and the display of mini-applications.
©SAP AG
IRT370
8-7
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
Only
Within the mySAP Retail Workplace concept, people and the work they perform can be described by roles.
Partner
#
SAP
SAP AG 2001
mySAP Workplace: Unit Summary
You are now able to: ! Describe mySAP Workplace ! Modify a role ! Use mySAP Workplace to perform retail tasks
Use
Partner
Only
Internal
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
©SAP AG
IRT370
8-8
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
Comprehensive Retail Store Functions
SAP Retail Store is: Information
Sales
Only
data
Purchasing
Use
Inventory management
SAP AG 2001
SAP
SAP
Partner
Internal
Master
Only
Internal
Use
Partner
©SAP AG
IRT370
9-1
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SAP Performance Map ! SAPNet Alias: performancemarket and performancemap ! Released for customers and partners (free of charge) ! Central point of access for performance-related topics
! Continually updated and enhanced ! Available in English (some notes and details are translated into other languages)
Use
Partner
! Gives recommendations and suggestions, detailed information, documents and links, and a direct link to relevant notes and collective notes in OSS
Internal
Only
! Divided up in line with the mySAP.com components (contains core and industry-specific areas, plus cross-component and technical blocks)
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
©SAP AG
IRT370
9-2
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
SAP Best Practices for Retail ...
... Offer you "Best Practice" configuration of mySAP.com Retail in a number of versions for the following sectors:
so on) **
... Are an implementation tool combining AcceleratedSAP (ASAP) and Preconfigured Systems (PCS), are free of charge, and can be installed in a day
* already available
Use
Partner
Fashion (including apparel, textiles, footwear) * Food (discounters, supermarkets, hypermarkets, convinience stores) * Wholesale (technical wholesale, mail order, Internet) ** Hardlines (specialists in building materials, electrical items, toys, and
Internal
Only
• • • •
** planned
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
©SAP AG
IRT370
9-3
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
SAP Best Practices for Retail ...
... Provide help in every mySAP.com Retail implementation! " ... The preconfigured development client reduces the project runtime.
" ... They contain detailed documentation of the preconfigured processes including full integration with AcceleratedSAP. " ...They enable you to set up a pared-down, functioning system in a short period of time and test live operations.
Use
Partner
Internal
Only
" ... SAP Best Practices for Retail allow early prototyping in the implementation, which reduces problems later thanks to a systembased discussion in the Blueprint Workshops.
SAP
SAP
SAP AG 2001
Only
Internal
Use
Partner
©SAP AG
IRT370
9-4
Contact for Buying Any SAP Module Materials:
[email protected] Visit: www.sapfans.co.nr
