SCM650 Cross-Functional Customizing in SD.pdf
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Participant Handbook Course Version: 2006 / Q2 Course Duration: 3 Days Material Number: 50078123
An SAP course - use it to learn, reference it for work
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mySAP ERP Sales and Services
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Cross-Functional Customizing in Sales and Distribution
Copyright Copyright © 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. Additionally this publication and its contents are provided solely for your use, this publication and its contents may not be rented, transferred or sold without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.
American English is the standard used in this handbook. The following typographic conventions are also used.
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Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.
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Emphasized words or phrases in body text, titles of graphics, and tables
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Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE.
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Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.
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Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation.
Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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© 2006 SAP AG. All rights reserved.
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Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).
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About This Handbook
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Icons in Body Text The following icons are used in this handbook. Icon
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Exception or caution
Indicates that the item is displayed in the instructor’s presentation.
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Note or further explanation of previous point
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For more information, tips, or background
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Contents Course Overview ............................................................................. vii
Unit 1: Understanding Organizational Structures ......................................1 Understanding Organizational Structures ................................................. 2
Unit 3: Text Control .......................................................................... 53 Text Control.................................................................................. 54
Unit 4: Output ................................................................................. 85 Output Determination ...................................................................... 86 Output Processing ......................................................................... 102
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Unit 5: System Modifications .............................................................121
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Basics of System Modification ........................................................... 123 Adapting Lists .............................................................................. 149 Adapting the User Interface .............................................................. 161
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Copying Control............................................................................. 26
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Unit 2: Copying Control ..................................................................... 25
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Course Goals.................................................................................vii Course Objectives ...........................................................................vii
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Course Overview This training course deals with complex Customizing settings that apply across all the functions in the Sales and Distribution area and that frequently cross over into the area of system modification.
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Target Audience This course is intended for the following audiences: Members of the project team who work with all aspects of Customizing for Sales and Distribution.
Course Prerequisites Required Knowledge SCM600 and at least one of the following training courses: SCM605, SCM610 or SCM615
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Course Goals This course will prepare you to:
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Make settings that require knowledge of cross-application Customizing functions, to map Sales and Distribution (SD) requirements in the SAP system.
After completing this course, you will be able to: • • • • • •
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understand complex relationships when mapping organizational structures adapt copying control configure text control implement output control explain the options for system modification in any release modify the interface for transactions and master data in Sales and Distribution
© 2006 SAP AG. All rights reserved.
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Course Objectives
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Course Overview
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SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases:
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Unit Overview
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This unit provides a compact, deeper understanding of the organizational structure in Sales and Distribution, to enable the participants to make the correct decisions when creating the organizational model.
Unit Objectives After completing this unit, you will be able to:
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describe the main organizational elements in SD and their relationships to one another create organizational elements and use them to build organizational structures define shared master data to reduce the effort required for creating and maintaining master data make Customizing settings that affect the use of organizational elements
Lesson: Understanding Organizational Structures ................................ 2 Exercise 1: Defining Organizational Structures ............................. 13 Exercise 2: Understanding Organizational Structures...................... 17
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Understanding Organizational Structures
Unit 1: Understanding Organizational Structures
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Lesson: Understanding Organizational Structures Lesson Overview An overview of the significance of organizational structures in Sales and Distribution is provided as a reminder, to avoid unnecessary errors in this first, important step in the implementation project.
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After completing this lesson, you will be able to:
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An essential step in implementing an SAP system is representing the structure of your company in the system.
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Business Example
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As this will have a far-reaching effect on the productive system, you must consider the different ways of defining shared data.
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Before creating the SD organizational structures, you have to decide how much master data will need to be maintained.
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describe the main organizational elements in SD and their relationships to one another create organizational elements and use them to build organizational structures define shared master data to reduce the effort required for creating and maintaining master data make Customizing settings that affect the use of organizational elements
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Lesson Objectives
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Lesson: Understanding Organizational Structures
Sales Organization
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Figure 1: Sales Organization
A sales organization is the organizational element in Logistics that represents the company structure according to its sales and distribution requirements.
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A sales organization is the highest summing level (after the client) for sales and distribution statistics, with its own statistics currency. You must create at least one sales organization in your SAP system. A sales organization is assigned to only one company code.
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You can use the sales organization as a selection criterion for listing all sales documents as well as for creating delivery and billing worklists. You can define how the output is printed for sales and billing documents differently for each sales organization.
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You can define your own master data within a sales organization. A sales organization can therefore have its own customer and material master data as well as its own conditions and pricing.
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A sales organization is the business unit that is legally responsible for product liability and rights of recourse, and has an address.
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Figure 2: Distribution Channels
A distribution channel reflects the means by which your products or services reach your customers. You can assign a distribution channel to one or more sales organizations.
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Within the distribution channel, you can define your own customer or material master data as well as conditions and pricing.
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You can determine sales offices for a distribution channel. All the items in a sales document belong to one distribution channel. The entire sales document is therefore created for a distribution channel. The items in a delivery can belong to different distribution channels. All the items in a billing document belong to one distribution channel. You can use the distribution channel as a selection criterion for creating lists.
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You can define your own sales document types for a distribution channel.
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You can create master data for a model distribution channel that can then be used in other distribution channels. To do this, you also have to assign the model distribution channel to the other channels.
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You can assign one or more plants to a distribution channel.
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Lesson: Understanding Organizational Structures
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Figure 3: Division
You assign a division to one or more sales organizations. You assign a division to one or more distribution channels.
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You can also create shared customer master data as well as conditions using a model division which are then valid for several divisions.
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You can define sales offices for a division. You can determine that all the items in a sales document belong to the same division for each sales document type.
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The items in a delivery or billing document can belong to different divisions. You can use the division as a selection criterion for listing sales documents and creating a delivery worklist. You can define different ways of printing the output based on the sales documents for each division.
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Within the division, you can define your own master data for the customer as well as conditions and pricing.
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A material always belongs to one specific division. You enter the division in Sales and Distribution screen 1 in the material master record.
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Figure 4: Division and Business Area Account Assignment
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Figure 5: Sales Area
The sales area is a combination of a particular sales organization, distribution channel and division.
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Lesson: Understanding Organizational Structures
Within customer master data there are views with data that is specific to the sales area. The sales documents are assigned to a sales area. Hint: A simple organizational structure often has more advantages than a complex structure. For example, the user can gain a clearer overview of master data maintenance or order entry.
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Sales office:
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An organizational unit that is responsible for sales and distribution within a geographical area. A sales office establishes contacts between the company and the regional market. You can assign a sales office to one or more sales areas A sales office can be subdivided into several sales groups.
Sales group: • •
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An organizational unit that carries out sales and is responsible for the sales process internally. You can assign a sales group to one or more sales offices.
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Figure 6: Optional Organizational Elements in SD
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Salespersons: •
A sales group consists of a certain number of salespersons. A salesperson is assigned to a sales office and group in the sales employee master record.
You can carry out sales analyses for different levels of the organizational structure using the Sales Information System.
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Figure 7: Shared Master Data Concept
You can specify which sales areas can use the shared master data in Customizing.
At “sales organization/division” level, you can define which division should be used for accessing condition records and which should be used for accessing the customer master data.
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At “sales organization/distribution channel” level, you can define which distribution channel should be used for accessing the condition records and which should be used for accessing customer and material master data.
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Shared master data minimizes the effort required to create and maintain master data.
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Lesson: Understanding Organizational Structures
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1000 10 01 1000 10 02 1000 12 01 1000 12 02
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In this example, the condition records are not shared, enabling you to create different pricing structures for each organizational unit.
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In the above example, settings have been made in Customizing so that the sales area data (1000, 10, 01) for the customer master and the sales area data (1000, 10) for the material master can also be used as shared master data for the following sales areas:
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Figure 8: Shared Master Data - Example
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It is not possible to define shared master data for all sales organizations. Improper use of the sales organization when mapping the organization here, for example, as a level for mapping the distribution channel, would have serious consequences, as you would not be able to use the shared master data functions at this level. Under certain circumstances this would then lead to an increase in the number of SD views that need maintaining in the master data.
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Figure 9: Shared Master Data - Limits
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Figure 10: Shared Master Data and SIS
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Lesson: Understanding Organizational Structures
Even if you are using the shared master data function, the specific organizational data transferred to the Sales Information System (SIS) comes from the sales, delivery and billing documents. This allows detailed reporting for all organizational structures while minimizing the amount of master data that needs to be created and maintained.
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You may have to take account of the effect of this setting in the SIS update rules by defining the source field you require for the division.
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If you select this field, the system proposes the division from the material master record for the item. If you leave the field blank, the division in the sales document header applies to all the items.
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If you want the division at item level to be proposed from the material master record for the item, the “Item Division” field must be selected in Customizing for the sales document type.
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Figure 11: Cross-Divisional Sales Documents
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Lesson: Understanding Organizational Structures
Exercise 1: Defining Organizational Structures Exercise Objectives
Business Example
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To improve the evaluation of sales and distribution statistics, the management of your company has decide to add a distribution channel to sales organization 1000 to make the subdivisions more exact. It is your job to set up this distribution channel in the SAP system.
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Distribution channel
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Group number
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Define the new distribution channel for your activity group according to the following table, using the description “VTWEG Group ##”:
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Task:
Assign your new distribution channel to sales organization 1000. Continued on next page
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After completing this exercise, you will be able to: • extend and organizational structure in Sales and Distribution
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Unit 1: Understanding Organizational Structures
3.
Set up two new sales areas: Sales organization:
1000
Distribution channel:
See table
Divisions:
00 and 02
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Maintain the business area account assignment for your sales areas by assigning rule 1 “Business area account assignment from plant/division” to them.
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Lesson: Understanding Organizational Structures
Solution 1: Defining Organizational Structures Task:
01
D1
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E1
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02
D2
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D3
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Distribution channel
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a)
Menu path: Tools → Customizing → IMG → Execute Project → Display SAP Reference IMG → Enterprise Structure → Definition → Sales and Distribution → Define, copy, delete, check distribution channel Choose Define distribution channel.
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Choose New Entries.
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Group number
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Distribution channel
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Group number
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Define the new distribution channel for your activity group according to the following table, using the description “VTWEG Group ##”:
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Assign your new distribution channel to sales organization 1000. a)
Menu path: Display SAP Reference IMG → Enterprise Structure → Assignment → Sales and Distribution → Assign distribution channel to sales organization Select sales organization 1000 and choose Assign. Select your new distribution channel and choose Copy.
Set up two new sales areas: Sales organization:
1000
Distribution channel:
See table
Divisions:
00 and 02
a)
Display SAP Reference IMG → Enterprise Structure → Assignment → Sales and Distribution → Set up sales area Select sales organization 1000 and choose Assign.
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Select your new distribution channel and choose Copy. Now select your new distribution channel and choose Assign. Select the divisions 00 and 02 and choose Copy.
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Maintain the business area account assignment for your sales areas by assigning rule 1 “Business area account assignment from plant/division” to them. Menu path: Display SAP Reference IMG → Enterprise Structure → Assignment → Sales and Distribution → Business Area Account Assignment → Define Rules By Sales Area Locate the entry for sales organization 1000 and your distribution channel D# or E#. Enter rule 1 in both the sales areas. Choose Save.
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Choose Save. 4.
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Choose Save.
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Lesson: Understanding Organizational Structures
Exercise 2: Understanding Organizational Structures Exercise Objectives
Business Example
1.
Define distribution channel 12 as the shared (common) distribution channel for conditions and customer/material master data for your distribution channel.
2.
Now try to create a new standard order for the following purchase order in your new sales area (1000, D# or E#, 00).
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PO number:
##-2-2
Req. delivery date:
In one week
Material:
T-AS1##
Quantity:
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T-S50A##
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Customer:
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FAX
How does the system respond? ______________________________________________________ 3.
You still have to assign the permitted sales document types to your sales area. You should copy existing agreements for sales organization 1000 and distribution channel 10.
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Task:
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To reduce the workload required for creating and maintaining data, your new sales area should use the data from sales area 1000,12,00. It is your job to create the necessary prerequisites in Customizing.
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After completing this exercise, you will be able to: • define shared master data
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In Customizing for sales document types, configure the system so that the settings for distribution channel 10 are used for assigning the sales document types to the sales areas for distribution channel D# or E#. 4.
Copy the pricing determination procedure for sales area (1000,10,00) to your sales area (1000, D# or E#, 00).
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Repeat exercise 2. Create the new sales order.
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Display the condition record for condition PR00 in the condition screen. For which distribution channel has the condition record been created?
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Solution 2: Understanding Organizational Structures Task: Define distribution channel 12 as the shared (common) distribution channel for conditions and customer/material master data for your distribution channel. a)
Menu path: Display SAP Reference IMG → Sales and Distribution → Master Data → Define Common Distribution Channels
Enter 12 in the “DCh-Conds” and “DCh-Cust/Mt” fields. Choose Save. 2.
Now try to create a new standard order for the following purchase order in your new sales area (1000, D# or E#, 00).
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T-S50A##
PO number:
##-2-2
Req. delivery date:
In one week
Material:
T-AS1##
Quantity:
10
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Customer:
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FAX
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Locate the entry for sales organization 1000 and your distribution channel D# or E#.
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How does the system respond? ______________________________________________________
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Create a standard order: Menu path: Logistics → Sales and Distribution → Sales → Order → Create Chose order type “Standard order” and enter the data for your sales area.
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With the following error message: Order type OR is not defined for sales area 1000 (D# or E#) 00. Continued on next page
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You still have to assign the permitted sales document types to your sales area. You should copy existing agreements for sales organization 1000 and distribution channel 10. In Customizing for sales document types, configure the system so that the settings for distribution channel 10 are used for assigning the sales document types to the sales areas for distribution channel D# or E#. Menu path: Display SAP Reference IMG → Sales and Distribution → Sales → Sales Documents → Sales Document Header → Assign Sales Area to Sales Document Types Choose Combine distribution channels:
Enter 10 in the “RefDistCh” field. Choose Save. 4.
Copy the pricing determination procedure for sales area (1000,10,00) to your sales area (1000, D# or E#, 00).
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Menu path: Display SAP Reference IMG → Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define and Assign Pricing Procedures Choose Define Pricing Procedure Determination.
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Select the entry for document procedure “A” and customer procedure “1” and choose Copy As.
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Overwrite the distribution channel with your new distribution channel. 5.
Repeat exercise 2.
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Create the new sales order. Display the condition record for condition PR00 in the condition screen. For which distribution channel has the condition record been created?
Continued on next page
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Place your cursor on sales area (1000,10,00)
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Locate the entry for sales organization 1000 and your new distribution channel D# or E#.
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___________________________________________________ a)
Menu path: Select the item and choose Conditions Item. Select the line PR00 in the condition screen for the item and choose Master data condition record. The condition record is created for distribution channel 12.
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Lesson Summary
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You should now be able to: • describe the main organizational elements in SD and their relationships to one another • create organizational elements and use them to build organizational structures • define shared master data to reduce the effort required for creating and maintaining master data • make Customizing settings that affect the use of organizational elements
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Unit Summary
Unit Summary
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You should now be able to: • describe the main organizational elements in SD and their relationships to one another • create organizational elements and use them to build organizational structures • define shared master data to reduce the effort required for creating and maintaining master data • make Customizing settings that affect the use of organizational elements
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Unit Summary
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Unit 2 Unit Overview
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This unit deals with making copying control settings to meet special requirements. To do this, you will need to create a customer-specific data transfer routine, for example.
Unit Objectives •
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After completing this unit, you will be able to: modify copying control to meet special requirements
Lesson: Copying Control............................................................ 26 Exercise 3: Sales Document - Header ....................................... 35 Exercise 4: Sales Document - Item ........................................... 45
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Unit Contents
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Copying Control
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Unit 2: Copying Control
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Lesson: Copying Control Lesson Overview
Lesson Objectives •
modify copying control to meet special requirements
Business Example You can use copying control to define the requirements and options when transferring data from a reference document to its subsequent document. When creating customer-specific sales document types in particular, you can use the copying control assigned to that sales document type to determine which functions should be available.
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SD business processes are reflected by the flow of documents in the system.
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After completing this lesson, you will be able to:
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Figure 12: Document Flow
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Lesson: Copying Control
A business process is composed of individual process steps that are recorded as documents. Data is copied from the preceding to the subsequent document in the process. This process chain is captured in the document flow. The document flow is updated at full document level. If the “Update Document Flow” indicator is set in copying control, the document flow is updated for individual items too. You can branch from the document flow into the document display screen.
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Example: – – –
Order - delivery status Delivery - picking status Billing document - billing document status
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You can also display additional data about the status of a document listed in the document flow.
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You can create sales documents with reference to documents that were created previously. In addition you can call up a selection screen for the referenced document. In this way you can transfer individual items and partial quantities from the reference document into the new document.
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You can enter a different requested delivery date for all the items in the new document.
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Figure 13: Creating with Reference (1)
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Figure 14: Creating with Reference (2)
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Use
• • • • •
Do the reference document and copied document have the same sold-to party? Was the item being copied rejected ? Have the items being copied already been referenced ? Has the validity period of the reference document been exceeded ?
Hint: You cannot copy incomplete sales documents.
The “Create with Reference” function is available on the initial entry screen as well as during document entry so that you could, for example, combine several quotations for one customer in one sales order.
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Internal
You can control which data should be copied when referencing, such as header data, partner data or conditions.
Partner
Before the data is copied, the system can check whether certain requirements have been met. Examples of these requirements are:
Use
SAP
The items and quantities that you select in the selection screen are copied to the new document.
Internal
Only
Unit 2: Copying Control
SCM650
Lesson: Copying Control
Use
Partner
Only
Internal
Figure 15: Copying Control - Overview
SAP
These tables control many of the functions that are executed when you create a document that references a preceding document.
Partner
Use
•
There are copying control tables for sales, delivery and billing documents. There are control tables for all levels of the sales document. Example: There are three levels for copying control for sales documents: – – –
2006/Q2
Header Item Schedule line
© 2006 SAP AG. All rights reserved.
Only
Internal
• • •
SAP
The copying control tables are an important element in Customizing for your SAP system.
29
SCM650
Internal
Partner SAP
You can find transaction VOFM in the Implementation Guide under the following path:
Only
Internal
Once the copying requirements are satisfied, the specified data transfer routines are executed.
Partner
Sales and Distribution → System Modifications → Routines → Define Copying Requirements
These requirements are contained in ABAP/4 routines and selected in the copying control tables using their ID number.
SAP
You can use transaction VOFM to create customer-specific routines by copying existing routines and modifying them accordingly.
Before data is copied from the reference document to the target document, certain requirements must be met.
Use
Figure 16: Copying Requirements
Use
Only
Unit 2: Copying Control
30
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Copying Control
SAP
The system will not allow you to create a sales document that references another sales document if the relevant sales document types are not contained in copying control.
Use
2006/Q2
Copying requirements Data transfer routines The agreement on whether or not item numbers are copied to the target document The “Full reference” agreement (that is; the system only copies the whole source document into the target document, and issues system messages later if someone tries to change the order quantity or delete an item)
© 2006 SAP AG. All rights reserved.
31
Only
Internal
• • • •
Partner
The details screen for a selected “Target document type / Source document type” pair contains:
SAP
In copying control at header level, you define which source document types may be copied into which target document types.
Use
Partner
Only
Internal
Figure 17: Copying Control - Header Level
Unit 2: Copying Control
SCM650
SAP
The details screen for an item category contains:
Only
Internal
Use
Copying requirements Data transfer routines
Partner
• •
SAP
In copying control, the item level controls are defined for each item category for every “Target document type / Source document type” pairing.
Use
Partner
Only
Internal
Figure 18: Copying Control - Item Level (1)
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© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Copying Control
and includes the following important entries: •
Quantity/value pos/neg: Controls how the completed quantity in the item in the source document is affected by the copying action.
•
Copy quantity: Determines the quantity that is copied to the target document
Only
•
Internal
(for example, blank = best possible quantity = open order quantity for sales document type SP). Pricing type:
•
Update document flow: Specifies whether the system updates the document flow when a document is copied.
Use
Partner
Specifies how pricing data should be handled when copying.
SAP
SAP Only
Internal
Use
Partner
Figure 19: Copying Control - Item Level (2)
The item category determination rules also apply when you create sales documents with reference. If an item category has been set manually in the source document, you must fill the “Default Item Category” field so that the corresponding item category is activated in the target document.
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Unit 2: Copying Control
SCM650
Partner
Only
Internal
Figure 20: Updating the Reference Status
Use
You can control when an item from the reference document is complete: •
An item is complete as soon as it is referenced.
SAP
An item is only completed once the full quantity has been copied into a subsequent document. The quotation item is only partially referenced in the above example. This means that it is possible to enter several orders from this item until the quantity is completely used up. You can make these settings in Customizing when controlling the item categories. If an item is rejected, it is given "not referenced/completed" status in the reference document.
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© 2006 SAP AG. All rights reserved.
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Only
Internal
•
Partner
Use
•
SAP
In the above example, the inquiry is completely referenced even if only a partial quantity has been copied to the quotation.
SCM650
Lesson: Copying Control
Exercise 3: Sales Document - Header Exercise Objectives
Only
Task 1:
SAP
1.
Create a quotation with quotation type “QT” based on the following customer inquiry.
Use
Partner
The quotation should be valid until the end of the following month.
T-S50A##
Clerk:
Mr. Miller
Inquiry Number:
##-1-1.1
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
10
Only
Internal
FAX Inquiry Customer:
(Motorcycle 1200 cm3) 2.
Enter a net price (PN00) of 12,000 euro per piece and enter the name of the employee who responded to the inquiry in the purchase order data. Continued on next page
2006/Q2
© 2006 SAP AG. All rights reserved.
SAP
First, test order creation with reference to a quotation.
Use
Check your SAP system and, if necessary, configure it so that you are allowed to create orders with reference to a quotation for different customers. If the customer is the same for the quotation and sales order, the system should copy the purchase order data in the quotation to the sales order.
In your company, you often create a quotation for a certain customer, but the actual sales order for this quotation is issued to a sold-to party with a different customer number.
Internal
Business Example
Partner
After completing this exercise, you will be able to: • set your own requirements at header level when copying “from sales document to sales document”.
35
Unit 2: Copying Control
3.
SCM650
Save the quotation and note the quotation number. _______________________________________________________
4.
The customer's branch places an order with reference to the quotation from activity 1-1.1. Try to create an order with your order type ZA## with reference to this quotation.
Partner
T-S50B##
Inquiry Number:
##-1-1.4
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
6
Use
5.
Customer:
Internal
Only
FAX
How does the system respond? _______________________________________________________
SAP Internal
In copying controls from sales document type QT to ZA##, assign copying requirement 002 to your order type ZA##.
2.
Assign the data transfer routine 951 (created by the instructor) to your order type. This means that the system also copies purchase order data.
3.
Now test the new configuration for order type ZA## by repeating activity 1-4.
4.
Save the order and note the order number. ________________________________________________________
5.
Look at the quotation you created earlier. Check the status in the header data and note the reference status. ________________________________________________________
6.
Customer T-S50A## also places an order with reference to the quotation from activity 1-1.1 (purchase order number ##-1-1). Continued on next page
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© 2006 SAP AG. All rights reserved.
2006/Q2
Only
1.
Partner
Use
Configure your order type ZA## in copying control so that you are allowed to create orders with reference to quotations for different customers, and so that the purchase order data is also copied from the quotation to the order.
SAP
Task 2:
SCM650
Lesson: Copying Control
FAX Inquiry Number:
##-1-2.6
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
4
7.
Create the order and look at the purchase order data.
8.
Save the order and note the order number.
9.
________________________________________________________ Look at the quotation you created earlier. Check the status in the header data and note the overall status.
Use
________________________________________________________
Internal
Only
T-S50A##
Partner
Customer:
SAP
SAP Only
Internal
Use
Partner
2006/Q2
© 2006 SAP AG. All rights reserved.
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Unit 2: Copying Control
SCM650
Solution 3: Sales Document - Header Task 1: First, test order creation with reference to a quotation. 1.
Create a quotation with quotation type “QT” based on the following customer inquiry.
Internal
Only
The quotation should be valid until the end of the following month.
Customer:
T-S50A##
Clerk:
Mr. Miller
Inquiry Number:
##-1-1.1
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
10
Use
Partner
FAX Inquiry
a)
SAP
SAP
(Motorcycle 1200 cm3) Create order: Menu path:
Use
Only
Internal
Choose quotation type “QT” and enter your data.
Partner
Logistics → Sales and Distribution → Sales → Quotation → Create
Continued on next page
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© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Copying Control
2.
Enter a net price (PN00) of 12,000 euro per piece and enter the name of the employee who responded to the inquiry in the purchase order data. a)
Menu path: Select the item and choose Conditions Item. Choose Add line in the lower part of the screen.
Return to the main screen. Choose the Display details for document header pushbutton in the upper right-hand part of the screen.
Partner
Choose the Purchase data tab page. Enter your data. Save the quotation and note the quotation number.
Use
3.
_______________________________________________________ a)
SAP
The customer's branch places an order with reference to the quotation from activity 1-1.1.
Partner
Use
Try to create an order with your order type ZA## with reference to this quotation. FAX T-S50B##
Inquiry Number:
##-1-1.4
Only
Internal
Customer:
SAP
4.
Internal
Only
After entering the corresponding data, choose “Enter” to activate the condition.
Continued on next page
2006/Q2
© 2006 SAP AG. All rights reserved.
39
Unit 2: Copying Control
SCM650
FAX Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
6
a)
Create order:
Only
Logistics → Sales and Distribution → Sales → Order → Create Choose order type ZA## and enter the sales area data.
Choose: Sales Document → Create with reference. Choose the Quotation tab page. Enter the quotation number or look for your quotation using the purchase order number ##-1-1.1
SAP
How does the system respond? _______________________________________________________ a)
The system outputs the error message: Sold-to parties are different.
SAP
5.
Use
Partner
Enter Customer 2 with the number T-S50B## as the sold-to party in the order header.
Internal
Menu path:
Only
Internal
Use
Partner
Continued on next page
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© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Copying Control
Task 2: Configure your order type ZA## in copying control so that you are allowed to create orders with reference to quotations for different customers, and so that the purchase order data is also copied from the quotation to the order. 1.
In copying controls from sales document type QT to ZA##, assign copying requirement 002 to your order type ZA##. Menu path:
Choose Copying Control: Sales Document to Sales Document.
Internal
Only
Set copying requirement 002:
Partner
a)
Tools → Customizing → IMG → Execute Project → Display SAP Reference IMG → Sales and Distribution → Sales → Maintain Copy Control for Sales Documents Choose: Table View → Display -> Change
Use
Select Target: ZA##, Source: QT Choose Detail (magnifying glass).
SAP
2.
Assign the data transfer routine 951 (created by the instructor) to your order type. This means that the system also copies purchase order data. Set data transport routine 951:
Partner
Use
a)
Menu path: See solution to 2-1 Enter routine 951 in the VBAK field.
Internal
SAP
Enter routine 2 in the Copying requirements field.
Save your entries.
Only
Continued on next page
2006/Q2
© 2006 SAP AG. All rights reserved.
41
Unit 2: Copying Control
3.
SCM650
Now test the new configuration for order type ZA## by repeating activity 1-4. a)
Menu path: Logistics → Sales and Distribution → Sales → Order → Create Choose order type ZA## and enter the sales area data. Enter Customer 2 with the number T-S50B## as the sold-to party in the order header.
Only
Choose the Quotation tab page.
Partner
Enter the quotation number or look for your quotation using the purchase order number ##-1-1.1 Choose Item selection.
Internal
Choose: Sales Document → Create with reference
Reduce the quantity to the required value and choose Copy.
Use
4.
Save the order and note the order number. ________________________________________________________
SAP
5.
Look at the quotation you created earlier. Check the status in the header data and note the reference status.
SAP
a)
a)
Reference status: partly referenced Menu path: Choose Display details for document header. Choose the Status tab page.
6.
Customer T-S50A## also places an order with reference to the quotation from activity 1-1.1 (purchase order number ##-1-1). FAX Customer:
T-S50A##
Inquiry Number:
##-1-2.6
Continued on next page
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© 2006 SAP AG. All rights reserved.
2006/Q2
Only
Internal
Logistics → Sales and Distribution → Sales → Quotation → Display
Partner
Use
________________________________________________________
SCM650
Lesson: Copying Control
FAX Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
4
a)
Only
Create the order and look at the purchase order data. a)
8.
Internal
7.
The name of the purchaser was taken from the quotation.
Save the order and note the order number. a)
9.
Look at the quotation you created earlier. Check the status in the header data and note the overall status. ________________________________________________________ Overall status: completed.
SAP
SAP
a)
Menu path: Logistics → Sales and Distribution → Sales → Quotation → Display
Partner
Choose Display details for document header.
Use
Use
Partner
________________________________________________________
Only
Internal
Choose the Status tab page.
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© 2006 SAP AG. All rights reserved.
43
Unit 2: Copying Control
SCM650
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
44
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Copying Control
Exercise 4: Sales Document - Item Exercise Objectives After completing this exercise, you will be able to: • set your own requirements at item level when copying “from sales document to sales document”.
Only
Task 1:
1.
Create quotation type ZQ## by copying quotation type ZAG.
2.
Enter a sample quotation ZQ## for sales area 1000,12,00 for the following material.
SAP
SAP
Create a new sales document type “sample quotation group ##”, which can be used as a template for creating quotations.
Use Internal
PO number:
Sample quotation ##
Valid to:
End of the following month
Req. delivery date:
Default value
Material:
T-AS3##
Quantity:
1
Promotional discount:
30 % (KA00)
Only
3.
OTC-650
Partner
Sample Quotation Customer:
Save the sample quotation and note the quotation number. _______________________________________________________
Continued on next page
2006/Q2
© 2006 SAP AG. All rights reserved.
Use
Partner
The marketing department has requested a “sample quotation” sales document type for special promotions, which the individual sales offices can use as a template when they create quotations for selected customers. This will make the process of creating quotations more efficient.
Internal
Business Example
45
Unit 2: Copying Control
SCM650
Task 2: Customer 1 belongs to a selected group of customers that should receive a special quotation based on the sample quotation. 1.
Create a quotation with quotation type QT with reference to the sample quotation created in activity 3-3.
Partner
T-S50A##
PO number:
Sample quotation ##
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
1
On the conditions screen check whether the promotional discount has been correctly copied from the sample quotation. Save the quotation and note the quotation number.
SAP
3.
Look at the sample quotation that you created previously. Check the status in the header data and note the overall status and the reference status.
Use
1.
In a final test, try to create an order with reference to the sample quotation. Is it possible? _____________________________________________________________
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© 2006 SAP AG. All rights reserved.
2006/Q2
Only
Internal
Task 3:
Partner
______________________________________________________
SAP
_______________________________________________________
Use
2.
Customer:
Internal
Only
Quotation
SCM650
Lesson: Copying Control
Solution 4: Sales Document - Item Task 1: Create a new sales document type “sample quotation group ##”, which can be used as a template for creating quotations. 1.
Create quotation type ZQ## by copying quotation type ZAG. Menu path: Tools → Customizing → IMG → Execute Project → Display SAP Reference IMG → Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Sales Document Types
Partner
Place your cursor on sales document type ZAG. Select the table entry.
Use
Choose Copy As. Overwrite ZAG with ZQ## in the Sales Document Type field.
SAP
SAP
Respond to the system query “Is the entry also relevant for copying control” with YES. Save your entries. Enter a sample quotation ZQ## for sales area 1000,12,00 for the following material.
Partner
Use
2.
OTC-650
PO number:
Sample quotation ##
Valid to:
End of the following month
Req. delivery date:
Default value
Only
Internal
Sample Quotation Customer:
Continued on next page
2006/Q2
© 2006 SAP AG. All rights reserved.
Internal
Only
a)
47
Unit 2: Copying Control
SCM650
Material:
T-AS3##
Quantity:
1
Promotional discount:
30 % (KA00)
a)
Create sample quotation: Menu path:
Only
Choose quotation type ZQ## and enter your data. Promotional discount:
Partner
Select the item and choose Conditions Item. Choose Add line in the lower part of the screen.
Internal
Logistics → Sales and Distribution → Sales → Quotation → Create
Choose condition type KA00 and enter 30 in the Amount field.
Use
Return to the main screen. 3.
Save the sample quotation and note the quotation number.
SAP
SAP
_______________________________________________________ a)
Customer 1 belongs to a selected group of customers that should receive a special quotation based on the sample quotation.
Internal
1.
Create a quotation with quotation type QT with reference to the sample quotation created in activity 3-3.
Partner
Use
Task 2:
Quotation T-S50A##
PO number:
Sample quotation ##
Only
Customer:
Continued on next page
48
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Copying Control
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
1
a)
Create documents with reference: Menu path:
Only
Chose quotation type QT and enter the sales area data. Enter Customer 1 with the number T-S50A## as the sold-to party in the order header. Choose the Quotation tab page. Enter the quotation number of the sample quotation, or search for it using purchase order number “sample quotation ##”. Choose Copy.
SAP
On the conditions screen check whether the promotional discount has been correctly copied from the sample quotation.
SAP
2.
Save the quotation and note the quotation number.
Use
a)
Internal
Look at the sample quotation that you created previously. Check the status in the header data and note the overall status and the reference status. ______________________________________________________
Overall status:
Open
Reference status:
Not referenced
Only
a)
Menu path: Choose Display details for document header. Choose the Status tab page. Continued on next page
2006/Q2
© 2006 SAP AG. All rights reserved.
Partner
_______________________________________________________ 3.
Use
Partner
Choose: Sales Document → Create with reference
Internal
Logistics → Sales and Distribution → Sales → Quotation → Create
49
Unit 2: Copying Control
SCM650
Task 3: 1.
In a final test, try to create an order with reference to the sample quotation. Is it possible? _____________________________________________________________ a)
Copying from sales document ZQ## to OR is not supported (because the copying control does not contain an entry “Target OR - Source ZQ##”).
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
50
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Copying Control
Lesson Summary You should now be able to: • modify copying control to meet special requirements
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
2006/Q2
© 2006 SAP AG. All rights reserved.
51
Unit Summary
SCM650
Unit Summary You should now be able to: • modify copying control to meet special requirements
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
52
© 2006 SAP AG. All rights reserved.
2006/Q2
Unit 3 Internal
Only
Text Control Unit Overview
Partner
This unit describes the text control options. The participants will also see how user exits are employed to realize requirements that cannot be met using standard Customizing for tables.
Use
Unit Objectives After completing this unit, you will be able to:
SAP
Identify the source of texts in Sales and Distribution Describe the criteria which influence how texts are determined Define and assign text types in Customizing Edit texts manually in the sales document
SAP
• • • •
Use
Only
Internal
Lesson: Text Control................................................................. 54 Exercise 5: Texts in the Sales and Distribution Process ................... 67 Exercise 6: Configuring Text Control.......................................... 71 Exercise 7: Referencing and Copying Texts ................................. 79
Partner
Unit Contents
2006/Q2
© 2006 SAP AG. All rights reserved.
53
Unit 3: Text Control
SCM650
Lesson: Text Control Lesson Overview This lesson describes the basic principles of text control in Sales and Distribution. Particular emphasis is placed on text determination in sales documents.
Lesson Objectives
Only Partner
• • • •
Internal
After completing this lesson, you will be able to: Identify the source of texts in Sales and Distribution Describe the criteria which influence how texts are determined Define and assign text types in Customizing Edit texts manually in the sales document
Use
Business Example Texts are stored in the SAP system with a link to different objects.
SAP
You may need new text types in order to implement customer-specific requirements. These new text types also have to be linked to document processing.
SAP
During order entry, the system uses a configurable logic to access the saved texts and copy them to the document. You can also edit the texts manually or add new texts.
Only
Internal
Use
Partner
54
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Text Control
Use
Partner
Only
Internal
Figure 21: Texts
SAP Use
Example of sales-specific text types:
Internal
Sales note, marketing note, shipping specification, etc. The material master record contains a purchase order text and a sales text.
Only
Documents contain texts at header and item level. You can enter texts in several different languages.
2006/Q2
© 2006 SAP AG. All rights reserved.
Partner
The customer master record contains central texts, texts specific to Accounting and to Sales and Distribution as well as texts for contact persons. You can define different text types for each of these areas.
SAP
Texts are stored in various objects in documents in the SAP system, such as the customer master record, the material master record, the customer-material-info record and in all documents.
55
Unit 3: Text Control
SCM650
Texts can be stored in the master data and copied from master data into sales and distribution documents.
SAP
for example, from a quotation to an order, or from an order to a delivery document.
Use Internal
You can determine the conditions under which texts are to be copied, for example, whether the text is copied from the customer master record or from a preceding document. You can also copy a standard text into a sales document (for example, Christmas greetings).
Partner
Texts can be copied in a specific language.
SAP
Texts can also be copied from a reference document to another sales and distribution document,
Use
Partner
Only
Internal
Figure 22: Texts in Business Processes
Only
56
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Text Control
Text control is used to determine texts automatically when you create a text object.
SAP
The text determination procedures contain all the text types that can be maintained for a text object.
Use Internal
You can also define specific controls for each text type, such as including a text type in the incompleteness log.
2006/Q2
© 2006 SAP AG. All rights reserved.
57
Only
You can define an access sequence for every text type in the text determination procedure for documents. This sequence contains the search strategy used by the system to find the required text.
Partner
Each characteristic in a text object must be assigned to one of the defined procedures. This means that when you create a customer master record, the system uses the text determination procedure that has been assigned to that customer's account group. Or, in sales order entry, the text determination procedure is assigned to the sales document header that was assigned to the sales document type.
SAP
You can define different text determination procedures for each text object (for example, the sales document header or the central texts for a customer).
Use
Partner
Only
Internal
Figure 23: Text Control Overview (Sales Documents)
Unit 3: Text Control
SCM650
Use
Partner
Only
Internal
Figure 24: Text Control (1) - Text Type
A text type is created for a specific text object.
SAP
SAP
A large number of text types are delivered with the SAP system. In addition to these text types, you can create customer-specific text types.
Only
Internal
Use
Partner
Figure 25: Text Control (2) - Access Sequence
58
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Text Control
An access sequence consists of individual access steps. You use the access sequence to determine the search strategy the system uses to try to find a text automatically. Every access step contains a specified text object as the text source for the access. You can also specify conditions for each access step to limit the search to: Specific partner functions Specific languages Any other conditions that you can define yourself
Use
Partner
If you set up a new access sequence or change existing ones, you need to generate the access steps in order to activate the new access sequence or the changes.
Internal
Only
• • •
The text objects that can be used in the SD module are specified in the allowed values shown above.
2006/Q2
© 2006 SAP AG. All rights reserved.
59
Only
Internal
Every access step contains a specified text object as the text source for the access.
Partner
Use
SAP
SAP
Figure 26: Text Control (3) - Permitted Text Objects
Unit 3: Text Control
SCM650
SAP
The attributes of the text determination procedure vary for customer or document text objects.
Use
For document text determination procedures you can also specify whether:
SAP
Text types are included in a text determination procedure. The text determination procedures contain all the text types that can be maintained for a text object.
Use
Partner
Only
Internal
Figure 27: Text Control (4) - Text Determination Procedure
You can determine whether the text should be copied or referenced.
Only
Internal
A text should be mandatory (incompleteness log) The text should be determined automatically Whether the text should be displayed in a text window (popup) when it is transferred to the document.
Partner
• • •
60
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Text Control
Partner
Only
Internal Use
Figure 28: Text Control (5) - Procedure Assignment
Each attribute of a text object must then be assigned to one of the defined text determination procedures.
SAP Use
Only
Internal
Partner
During order entry, the system assigns the procedure that belongs to the sales document type to the sales document header and the procedure that belongs to the item category to the document items.
SAP
This means that when you create a customer master record, the system uses the text determination procedure that has been assigned to that customer's account group.
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© 2006 SAP AG. All rights reserved.
61
SCM650
Internal
Figure 29: Text Control (6) - Analysis
You can use an analysis function for text control in the screens for maintaining sales documents. Menu path:
SAP
Choose Log
Use
Only
Internal
Partner
From the analysis function you can go directly to the Implementation Guide to configure the text control.
SAP
Goto → Header (or item) → Texts
Use
Partner
Only
Unit 3: Text Control
62
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Text Control
Use
Partner
Only
Internal
Figure 30: Using Texts as Reference
SAP
Using a text as a reference has the following consequences:
•
Only
Internal
•
As long as the text in sales document 2 refers to the text in sales document 1, it cannot be changed. If the text in sales document 1 is changed, the text in sales document 2 will be changed too. If the text in sales document 2 is changed, it is copied automatically. Any changes to the text in sales document 1 will no longer affect the text in sales document 2.
Partner
Use
•
SAP
For each text type in a text determination procedure, you can determine whether the text adopted is copied (duplicated) or referenced from the source document (template).
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Use
Partner
Only
Internal
Figure 31: Copying Texts
SAP
Copying the text has the following consequences:
Use
The duplicated text can be changed in the document. If the text is changed in sales document 1, it does not affect sales document 2.
Only
Internal
Copying texts requires more memory than referencing texts from a source document. You should therefore only choose to copy a text if copying is a functional necessary.
Partner
• •
SAP
For each text type in a text determination procedure, you can determine whether the text adopted is copied (duplicated) or referenced from the source document (template).
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Lesson: Text Control
SAP
If “Text Delivery” is switched off, the corresponding texts are taken from the order.
Use
Only
Internal
Partner
If “Text Delivery” is switched on, the corresponding texts are taken from the outbound delivery.
SAP
The text source for text objects VBBK (sales and distribution header texts) and VBBP (sales and distribution item texts) can be selected in the configuration for the billing type.
Use
Partner
Only
Internal
Figure 32: Text Source “Preceding Document” in the Billing Document
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Unit 3: Text Control
SCM650
Partner
Only
Internal Use
Figure 33: Customer-Specific Data Transfer Routine for Texts
Data transfer routines for texts are also created using transaction VOFM.
SAP
You can find the descriptions of available data structures in the sample routines 1 and 2, which are delivered as standard.
SAP
In this case, the namespace for customer-specific routines (2-digit key) is between 50 and 99.
Only
Internal
Use
Partner
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2006/Q2
SCM650
Lesson: Text Control
Exercise 5: Texts in the Sales and Distribution Process Exercise Objectives
Business Example
Partner
An employee from a sales office has created an order and printed the order confirmation. Here, he finds an additional text about his material that he did not enter. He would like to know from the system administrator why the text has appeared in the document.
1.
Search for the order in question with the purchase order number “##-1-2.6”.
2.
Display the document and analyze the source of the material sales text for the order item.
3.
Where was the material sales text taken from (object key)?
Use
Display the sales text in the material master for material T AS3##.
Only
Internal
4.
Partner
___________________________________________________________
SAP
SAP
Use
Task:
Internal
Only
After completing this exercise, you will be able to: • Identify the source of texts in Sales and Distribution
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Unit 3: Text Control
SCM650
Solution 5: Texts in the Sales and Distribution Process Task: 1.
Search for the order in question with the purchase order number “##-1-2.6”.
Only
Search for the order: Menu path: Logistics → Sales and Distribution → Sales → Order → Display
Partner
Choose search help “A: Sales Documents by Customer Purchase Order Number”.
Internal
a)
Enter the purchase order number in the field: ##-1-2.6 Display the document and analyze the source of the material sales text for the order item. Menu path:
Choose Display details for item.
SAP
SAP
Display the text determination log in the order:
Use
a)
Use
2.
Select the order to be displayed. Select order item 10
Partner
Choose the Texts tab page. 3.
Where was the material sales text taken from (object key)? ___________________________________________________________ a)
The material sales text was taken from object VBBP, ID 0001 (item texts from preceding document, material sales text).
Continued on next page
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Only
Internal
Choose Log.
SCM650
Lesson: Text Control
4.
Display the sales text in the material master for material T AS3##. a)
Display the sales and distribution text in the material master: Menu path: Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Choose the sales and distribution text view.
Only
1000
Distribution channel:
12
Use
Partner
Sales organization:
Internal
Enter the organization levels:
SAP
SAP Only
Internal
Use
Partner
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Unit 3: Text Control
SCM650
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
70
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Text Control
Exercise 6: Configuring Text Control Exercise Objectives After completing this exercise, you will be able to: • Define and assign text types in Customizing for Sales and Distribution
The employees in customer service would like to be able to enter a particular quotation header text in quotations. It is your job to set up a relevant text type in the SAP system.
SAP Use
Copy text type Y001, created in the previous demo by your instructor, into your new text determination procedure.
3.
First, create your own access sequence 90## for text type Y001. The quotation header text should be copied from the reference document in the correct language.
4.
Now add text type Y001 into your text determination procedure (50 + ##), and assign your access sequence 90## to the text type.
5.
Assign the new text determination procedure for the sales document header to your document type ZA## (previous assignment: determination procedure 01).
Task 2: Test how your new assignment works. 1.
Create a quotation with quotation type QT for the following customer inquiry: FAX Inquiry Customer:
T-S50B##
Clerk:
Mr. Smith
Inquiry Number:
##-2-4.1 Continued on next page
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71
Only
Internal
2.
Partner
Create a new text determination procedure for the sales document “Header texts group ##” with ID (50 + ##), for example: for ## = 01 → 51), by copying text determination procedure 01.
SAP
1.
Use
Partner
Task 1:
Internal
Only
Business Example
SCM650
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
1
2.
Create a new quotation header text, for example, “While stocks last. All orders subject to prior sale”.
3.
Create an order with your sales order type ZA## with reference to the quotation above (purchase order number :##-2-4.3).
4.
Check that the quotation header text has been copied into the order.
5.
Complete the above order by entering an additional item text for “labels” with the following contents:
Use
Partner
If necessary, use the analysis function for text determination to clear up any problems.
“Hold for Smith's Motorcycle Center” 6.
Internal
Only
Unit 3: Text Control
Save the order and note the document number. ____________________________________________________
SAP
SAP Only
Internal
Use
Partner
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SCM650
Lesson: Text Control
Solution 6: Configuring Text Control Task 1: 1.
Create a new text determination procedure for the sales document “Header texts group ##” with ID (50 + ##), for example: for ## = 01 → 51), by copying text determination procedure 01.
Only
Create a new text determination procedure: Menu path:
Partner
Display SAP Reference IMG → Sales and Distribution → Basic Functions → Text Control → Define and Assign Text Determination Procedures Select: Sales Document / Header
Use
Choose Change In the overview tree, choose the Text Determination Procedure node Select the entry for the text determination procedure with key 01
Partner
SAP Use
On the next screen, overwrite key 01 with your own determination procedure keys (50 + ##), and change the description to “Header Text – Group ##” Choose Enter In the following dialog box, choose Copy All Copy text type Y001, created in the previous demo by your instructor, into your new text determination procedure. Menu path: Display SAP Reference IMG → Sales and Distribution → Basic Functions → Text Control → Define and Assign Text Determination Procedures Select: Sales Document / Header Choose Change
Continued on next page
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73
Only
Internal
Save your entries.
a)
SAP
Choose Copy As
2.
Internal
a)
Unit 3: Text Control
3.
SCM650
First, create your own access sequence 90## for text type Y001. The quotation header text should be copied from the reference document in the correct language. a)
Create access sequence 90##: Menu path: In the overview tree, choose the node Access Sequences.
Only
Choose New Entries.
Select the entry and choose the node Access Sequences for Text Ids in the overview tree.
Use
SeNo
10
Text Object:
VBBK
ID
Y001
Language source:
all
Requirement:
1 (Reference document header)
SAP
SAP
Enter:
Only
Internal
Partner
Save the access sequence.
Use
Internal
Add the entry 90##.
Partner
Choose New Entries.
Continued on next page
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2006/Q2
SCM650
Lesson: Text Control
4.
Now add text type Y001 into your text determination procedure (50 + ##), and assign your access sequence 90## to the text type. a)
Include text type Y001 in your own text determination procedure: Menu path: In the overview tree, choose the Text Determination Procedures node.
Only
Choose New Entries. Assign your access sequence 90## to text type Y001. Save the text determination procedure. 5.
Assign the new text determination procedure for the sales document header to your document type ZA## (previous assignment: determination procedure 01).
SAP
Assign the new text determination procedure for the sales document header to your document type ZA##: Menu path:
Use
Select: Sales Document / Header
Internal
Choose Change In the overview tree, choose the Text Procedure Assignment node
Only
Position the cursor on document type ZA## and assign your text determination procedure (50 + ##) to it. Save the text procedure assignment.
Task 2: Test how your new assignment works. 1.
Create a quotation with quotation type QT for the following customer inquiry: Continued on next page
2006/Q2
© 2006 SAP AG. All rights reserved.
Partner
Display SAP Reference IMG → Sales and Distribution → Basic Functions → Text Control → Define and Assign Text Determination Procedures
SAP
a)
Use
Enter the text type Y001.
Internal
In the overview tree, choose the node Text IDs in Text Determination Procedure.
Partner
Select the entry for the text determination procedure with your key (50 + ##).
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Customer:
T-S50B##
Clerk:
Mr. Smith
Inquiry Number:
##-2-4.1
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
1
a)
Create order: Menu path: Chose quotation type “QT” and enter the sales area data.
2.
Create a new quotation header text, for example, “While stocks last. All orders subject to prior sale”. Choose Display details for document header.
Select the text type for quotation header texts.
SAP
SAP
Menu path:
Use
a)
Use
Partner
Logistics → Sales and Distribution → Sales → Quotation → Create
Internal
Only
FAX Inquiry
Choose the Texts tab page. Page to the end of the list of available header text types.
Partner Only
Internal
Enter the text and save the document.
Continued on next page
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2006/Q2
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Lesson: Text Control
3.
Create an order with your sales order type ZA## with reference to the quotation above (purchase order number :##-2-4.3). a)
Create an order with reference to the quotation: Menu path: Logistics → Sales and Distribution → Sales → Order → Create Choose the order type ZA## and enter the sales area data.
Only
Choose the Quotation tab page.
Partner
Enter the quotation number or look for your quotation using the purchase order number ##-2-4.1 Choose Copy. 4.
Internal
Choose Create with reference.
Check that the quotation header text has been copied into the order.
Use
If necessary, use the analysis function for text determination to clear up any problems. a)
Check that the quotation header text has been copied into the order.
SAP
SAP
Menu path: Choose Display details for document header. 5.
Complete the above order by entering an additional item text for “labels” with the following contents:
Internal
“Hold for Smith's Motorcycle Center” a)
Create an additional item text: Menu path:
Only
Select order item 10 Choose Display details for item. Choose the Texts tab page. 6.
Save the order and note the document number. ____________________________________________________ a)
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Partner
Use
Choose the Texts tab page.
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Unit 3: Text Control
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Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
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© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Text Control
Exercise 7: Referencing and Copying Texts Exercise Objectives After completing this exercise, you will be able to: • Use manual text processing in sales and distribution documents
Only
Task 1:
Internal
You want the system to find as many texts in the sales document as possible automatically.
Partner
Business Example
However, sometimes you need to process a text manually in a document.
Create a text module with: Text name:
Z text ##
Text ID:
SDVD
Language:
Course language
SAP
SAP
Use
1.
Use
Partner
For up-to-date information, read the test report in the latest issue of “Motorcycle Today”.
1.
Create a QT quotation for the following customer inquiry:
Only
Internal
Task 2:
FAX Inquiry Customer:
T-S50B##
Clerk:
Mr. Smith
Inquiry Number:
##-3-2
Continued on next page
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79
SCM650
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
1
2.
At the end of the material sales text enter the text module that you created above.
3.
Display confirmation of the quotation on the screen.
4.
Save the quotation and note the document number.
Internal
Only
Unit 3: Text Control
Use
Partner
____________________________________________________
SAP
SAP Only
Internal
Use
Partner
80
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2006/Q2
SCM650
Lesson: Text Control
Solution 7: Referencing and Copying Texts Task 1: Create a text module with: Text name:
Z text ##
Text ID:
SDVD
Language:
Course language
Internal
Only
1.
a)
Create text module:
Use
Partner
For up-to-date information, read the test report in the latest issue of “Motorcycle Today”.
Menu path: Tools → From Printout → SAPscript → Standard Text
SAP
SAP
Enter the text name of your group Choose Create.
Partner
Use
Enter the text and save the text module.
Task 2:
Internal
1.
Create a QT quotation for the following customer inquiry: FAX Inquiry T-S50B##
Clerk:
Mr. Smith
Inquiry Number:
##-3-2
Only
Customer:
Continued on next page
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Unit 3: Text Control
SCM650
Req. delivery date:
In one week
Material:
T-AS3##
Quantity:
1
a)
Create the order: Menu path:
Only
2.
At the end of the material sales text enter the text module that you created above. a)
Add the text module:
Partner
Menu path: Select order item 10.
Internal
Logistics → Sales and Distribution → Sales → Quotation → Create
Choose Display details for item.
Use
Choose the Texts tab page. Select text type “Materials sales text”.
SAP
SAP
Choose Detail. Place the cursor at the end of the text on an empty line. Choose: Insert → Text → Standard
Use
Enter your text name Z text ## and set the “Expand immed.” indicator. Save the text.
Internal
3.
Display confirmation of the quotation on the screen. a)
Menu path:
Only
Return to the main screen. Choose Header message view. 4.
Save the quotation and note the document number. ____________________________________________________ a)
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© 2006 SAP AG. All rights reserved.
Partner
(You can also access this function by selecting the Standard pushbutton.)
2006/Q2
SCM650
Lesson: Text Control
Lesson Summary You should now be able to: • Identify the source of texts in Sales and Distribution • Describe the criteria which influence how texts are determined • Define and assign text types in Customizing • Edit texts manually in the sales document
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
2006/Q2
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83
Unit Summary
SCM650
Unit Summary You should now be able to: • Identify the source of texts in Sales and Distribution • Describe the criteria which influence how texts are determined • Define and assign text types in Customizing • Edit texts manually in the sales document
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
84
© 2006 SAP AG. All rights reserved.
2006/Q2
Unit 4 Unit Overview
Partner
This unit describes the output control options. The unit also goes on to explain how to process printed output with SAPScript, to give the participants an idea of the effort required for enhancements.
Use
Unit Objectives After completing this unit, you will be able to:
SAP Use
Unit Contents Lesson: Output Determination ..................................................... 86 Exercise 8: Configuring Output Determination .............................. 95 Lesson: Output Processing........................................................ 102 Exercise 9: Layout Modification for Output Types.......................... 109 Exercise 10: Processing your Own Output Types.......................... 113
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85
Only
Internal
Partner
•
Describe the purpose of output types Set up various transmission media for issuing or printing output Select the dispatch times at which the output is issued Adjust the output determination to meet customer-specific requirements Explain how output types are processed in the SAP system Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements Name the steps needed for integrating customer-specific output types
SAP
• • • • • •
Internal
Only
Output
Unit 4: Output
SCM650
Lesson: Output Determination Lesson Overview This lesson describes the basic principles of output control in Sales and Distribution. Particular emphasis is placed on the condition technique used.
Lesson Objectives
Only
Describe the purpose of output types Set up various transmission media for issuing or printing output Select the dispatch times at which the output is issued Adjust the output determination to meet customer-specific requirements
Business Example Output in the SAP system is for communication purposes (particularly with the customer).
SAP Use
Only
Internal
Partner
The information that influences output determination is stored as master data, in the form of condition records.
SAP
You can set individual requirements (condition technique) to determine whether an output should be generated, who the recipient should be, and which transmission medium should be used.
Use
Partner
• • • •
Internal
After completing this lesson, you will be able to:
86
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Output Determination
Use
Partner
Only
Internal
Figure 34: Output Types in SD
SAP Use
Header output issues the whole document while item output is for issuing each individual item in the document.
We differentiate between header output and item output.
Partner
You can make output determination dependent on different criteria. The condition technique is used for this.
Internal
You can transmit output for different sales documents, such as quotations, orders, deliveries or invoices.
SAP
Output is a means of communication for exchanging information between partners and systems.
Only
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Unit 4: Output
SCM650
SAP Use
Only
Internal
Partner
Processing the output (in other words, sending the information) is controlled by the relevant processing program. A program with the relevant layout sets can be assigned to each output type and transmission medium.
SAP
The transmission medium determines how output is issued. For example, you can agree with the customer that an order confirmation is sent by EDI or that notification is given beforehand by way of the Internet.
Use
Partner
Only
Internal
Figure 35: Transmission Media
88
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Output Determination
Use
Partner
Only
Internal
Figure 36: Communication Strategy
A communication strategy represents a sequence of communication types.
SAP Use
Only
Internal
Partner
You define the communication strategy used in the additional data for the output condition record.
SAP
The communication strategy can be used for external transmission. It searches through the sequence of given communication types until it finds the communication data for the required address (taken from Central Address Management).
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© 2006 SAP AG. All rights reserved.
89
Unit 4: Output
SCM650
Use
Partner
Only
Internal
Figure 37: Timing of Output
You can determine when an output is to be issued.
SAP Internal
•
•
The output to be sent is selected by a standard program (RSNAST00) that is set to run at regular intervals. You can decide whether an output should be selected the next time the program runs (transmission time-spot 1) or at a time specified by the user (transmission time-spot 2). There is a special selection program for different sales documents (for example, deliveries and billing documents). You use it to process output online or in batches (transmission time-spot 3). You can schedule a batch to ensure regular processing (as for time 1). The output is issued automatically as soon as a document is posted (transmission time-spot 4).
Partner
Use
•
SAP
The following times are available:
Only
90
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Output Determination
Use
Partner
Only
Internal
Figure 38: Overview of Output Determination
SAP
A condition record for an output type contains the requirements for that output type. If these are met, then the system proposes that particular output type.
Use
You can use the analysis function on the output screen in the sales documents to check the output determination and see why a particular output was proposed, or why it was not determined.
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91
Only
Internal
Output is sent to the partner who matches the partner function in the underlying object (for example, the sales order). It is also possible to create output that is not dependent on a particular partner (for example, labels).
Partner
You determine the transmission medium, the time and the partner function in the condition record.
SAP
Output is determined (like pricing and text determination) using the condition technique.
Unit 4: Output
SCM650
SAP
Each access step contains the name of a condition table that in turn contains the key fields for the output condition records.
Use
To create a new access sequence, copy a similar existing access sequence and make any necessary changes to the copy.
Only
Internal
If you define your own access sequences, the keys should start with Y or Z, as these namespaces have been kept free in the standard system by SAP for this purpose.
Partner
The rule that governs the sequence in which the system searches states that it should search “from the specific to the general”.
SAP
The access sequence is a search strategy used by the SAP system to search for the valid output condition records.
Use
Partner
Only
Internal
Figure 39: Output Determination - Access Sequences
92
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Lesson: Output Determination
Internal
Partner
Only
SCM650
Figure 40: Output Determination - Analysis
Use
You can use the Analysis function for output determination in the sales document screens (with the create or change functions). Menu path:
SAP
SAP
Extras → Output → Header (or item) → Process Choose Goto → Determination analysis
Only
Internal
Use
Partner
2006/Q2
© 2006 SAP AG. All rights reserved.
93
Unit 4: Output
SCM650
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
94
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Output Determination
Exercise 8: Configuring Output Determination Exercise Objectives
Only
When you determine the transmission medium for these customers, the system should automatically choose the fax machine.
Your company normally prints out order confirmations. It is now often the case that customers wish to be informed by fax.
Use
Task 1:
SAP
Find out which output determination procedure is assigned to the sales document header for your order type ZA##. __________________________________________________________
Use
Partner
Task 2: Check the settings for output determination to see whether the SAP system allows you to store this customer request in the master data.
2.
Which key combinations can you use to make output determination for the output type BA00 dependent on the current time?
Only
Internal
Customer T-S50A## wants you to send the order confirmation by fax. 1.
1.) 2.) 3.)
Continued on next page
2006/Q2
SAP
1.
Internal
Business Example
Partner
After completing this exercise, you will be able to: • Adjust output determination to meet specific requirements
© 2006 SAP AG. All rights reserved.
95
Unit 4: Output
SCM650
Create an output condition record for customer T-S50A## with output type BA00 for: SORG:
1000
Transmission medium:
Fax
Time:
Send by application-specific transaction
Task 3:
Partner
1.
Create an order with order type ZA## for the following purchase order from customer T-S50A##.
Internal
Only
3.
SAP
Req. delivery date:
In one week
Material:
T-AS1##
Quantity:
10
Internal
##-1-3
2.
Check whether the output determination has had the desired result. If necessary, use the analysis function for output determination to clarify any problems.
3.
What problem has the determination analysis found?
Partner
PO number:
SAP
T-S50A##
Use
Customer:
Use
FAX
____________________________________________________
Only
4.
Terminate order entry!
Task 4:
96
1.
Enter the fax number 123456789 for customer 1 in the customer master record.
2.
Repeat exercise 2.
© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Output Determination
Solution 8: Configuring Output Determination Task 1: Find out which output determination procedure is assigned to the sales document header for your order type ZA##. __________________________________________________________ a)
The output determination procedure V1000 is assigned for the order type ZA#. Display SAP Reference IMG → Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using the Condition Technique → Maintain Output Determination for Sales Documents → Assign Output Determination Procedures
SAP
SAP
Locate entry ZA##.
Task 2: Customer T-S50A## wants you to send the order confirmation by fax.
Use
Check the settings for output determination to see whether the SAP system allows you to store this customer request in the master data. a)
Menu path:
Internal
Select output type BA00 and choose Details. Z001 is entered as the access sequence. Go back to the overview tree for output control. Choose: → Maintain Access Sequences Select the access sequence Z001 and choose Accesses in the overview tree.
Continued on next page
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97
Only
Display SAP Reference IMG → Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using the Condition Technique → Maintain Output Determination for Sales Documents → Maintain Output Types
Partner
1.
Use
Partner
Menu path:
Internal
Only
1.
Unit 4: Output
SCM650
2.
Which key combinations can you use to make output determination for the output type BA00 dependent on the current time? 1.) Sales Organization / Distribution Channel / Division / Customer 2.) Sales Organization / Customer
a) Create an output condition record for customer T-S50A## with output type BA00 for: SORG:
1000
Transmission medium:
Fax
Time:
Send by application-specific transaction
SAP
SAP
a)
Use
Partner
3.
Create output condition record for output type BA00: Menu path:
Use
Choose BA00 in the “Output type” field Enter your data.
Task 3: Create an order with order type ZA## for the following purchase order from customer T-S50A##.
Continued on next page
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© 2006 SAP AG. All rights reserved.
2006/Q2
Only
Internal
Choose the key combination Sales Organization / Customer
Partner
Logistics → Sales and Distribution → Master Data → Output → Sales Document → Create
1.
Internal
Only
3.) Order Type
SCM650
Lesson: Output Determination
Customer:
T-S50A##
PO number:
##-1-3
Req. delivery date:
In one week
Material:
T-AS1##
Quantity:
10
a)
Internal
Only
FAX
Create an order belonging to the order type ZA##: Logistics → Sales and Distribution → Sales → Order → Create
2.
Check whether the output determination has had the desired result. If necessary, use the analysis function for output determination to clarify any problems. a)
Menu path:
SAP
SAP
Choose Extras → Output → Header → Process Choose Goto → Determination analysis 3.
What problem has the determination analysis found?
Use Internal
4.
Partner
____________________________________________________ a)
Use
Partner
Menu path:
No fax number could be determined for partner T-S50A##.
Terminate order entry! a)
Only
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Task 4: 1.
Enter the fax number 123456789 for customer 1 in the customer master record. a)
Enter the fax number in the customer master record: Menu path:
Only
Enter your customer and the sales area data. Select the Address tab page.
Partner
Enter data in the “Fax” field. Save your entries. Repeat exercise 2.
Use
2.
Internal
Logistics → Sales and Distribution → Master Data → Business Partner → Customer → Change → Sales and Distribution
a)
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Lesson: Output Determination
Lesson Summary You should now be able to: • Describe the purpose of output types • Set up various transmission media for issuing or printing output • Select the dispatch times at which the output is issued • Adjust the output determination to meet customer-specific requirements
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Lesson: Output Processing Lesson Overview This lesson describes the basic principles of processing printed output with SAPscript.
Lesson Objectives • •
Business Example Changing output types to meet customer-specific requirements is an important part of many implementation projects.
SAP
You might also need to add new, customer-specific output types.
SAP
These adjustments include providing additional fields, logos and barcodes as well as displaying additional header and item texts.
Use
Partner
•
Explain how output types are processed in the SAP system Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements Name the steps needed for integrating customer-specific output types
Internal
Only
After completing this lesson, you will be able to:
Only
Internal
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Partner
Figure 41: Procuring and Preparing Data
The structure and data in the documents that are processed online are stored in the database.
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Lesson: Output Processing
To transmit output, the system procures the data from the database and prepares it for the required transmission medium.
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SAP
The system procures and prepares data in two separate steps when printing documents.
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The output is then transmitted to a printer or other output device.
Partner
The printing controls are defined in the SAPscript form, independent of the print output program.
SAP
Figure 42: Printing Data
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Figure 43: Example: Output BA00 (Order Confirmation)
Several communication structures are available for printing documents:
SAP
Only
Internal
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Use
VBDKA (document header view for inquiry, quotation and order) VBDPA (document item view for inquiry, quotation and order) VBDKL (document header view for delivery note) VBDPL (document item view for delivery note) VBDKR (document header view for billing document) VBDPR (document item view for billing document)
SAP
• • • • • •
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Lesson: Output Processing
SAP
A form modification is “pure” if the following prerequisites are met:
Only
Internal
Use
The field exists in the communication structure The field is NOT contained in the form The field can be integrated into the form in an existing format
Partner
• • •
SAP
Simple changes that do not need preparation logic or new fields in the communication structure can be processed directly in the form with SAPscript.
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Figure 44: New Fields for Printing Documents: Case 1
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Internal
Figure 45: New Fields for Printing Documents: Case 2
New fields for printing documents are copied into the following INCLUDES (structures integrated into the communication structures).
SAP Use
Now the new field can be processed in the form as in Case 1.
Only
Internal
Occasionally, the system may need to access the processing program (for example, if additional data needs to be read).
Partner
Header data for order documents in VBDKAZ (contained in VBDKA) Item data for order documents in VBDPAZ (contained in VBDPA) Header data for delivery documents in VBDKLZ (contained in VBDKL) Item data for delivery documents in VBDPLZ (contained in VBDPL) Header data for billing documents in VBDKRZ (contained in VBDKR) Item data for billing documents in VBDPRZ (contained in VBDPR)
SAP
• • • • • •
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Lesson: Output Processing
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Figure 46: Integrating a New Output Type
New output types are normally based on existing document types
SAP
The real work starts when writing the processing program and its form definition.
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Only
Internal
Partner
This is where you need an ABAP/4 programmer and someone familiar with SAPscript.
SAP
This means that if you need to create any document data, you can copy most of it from an existing communication structure.
Figure 47: Example: Customer's Material Label ZMAT
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A processing program has to be written for procuring the transmission data and controlling the form output. This program should be given a name from the customer’s name range (for example ZZLO650) and be based on the specified communication structures VBDKL (document header view for delivery note) and VBDPL (document item view for delivery note). The processing program, together with the relevant SAPscript form in which the required layout was programmed (name, for example ZZ_MAT_LABEL), is assigned to output type ZMAT in Customizing.
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You must add output type ZMAT to the output determination procedure for deliveries so that the system includes it during output determination.
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Lesson: Output Processing
Exercise 9: Layout Modification for Output Types Exercise Objectives
Business Example
Partner
During the implementation project, you made some small changes requested by the Customer Service department to the layout of the forms for quotation and order confirmation:
Furthermore, when creating quotations, the quotation header text should only be printed in the confirmation document. When a sales order is created with reference to this quotation, this quotation text should not appear in the order confirmation.
Use
It is your job to check whether these changes work.
SAP
SAP
The terms of delivery (Incoterms) together with the description should be printed in the sales documents.
Internal
1.
Search for the quotation with the purchase order number ##-2-4.1 and display the print formatting for the quotation on the screen.
2.
Was the quotation header text output? __________________________________________________
3.
Partner
Use
Task 1:
Was the description of the Incoterms output?
Only
__________________________________________________
Task 2: 1.
Use the document flow to find the order that was created with reference to this quotation and display the print formatting for the order on the screen.
2.
Was the quotation header text output in the order confirmation? __________________________________________________
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Only
After completing this exercise, you will be able to: • Understand how output types are processed in the SAP system
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Solution 9: Layout Modification for Output Types Task 1: Search for the quotation with the purchase order number ##-2-4.1 and display the print formatting for the quotation on the screen. a)
Menu path: Logistics → Sales and Distribution → Sales → Quotation → Display
Partner
Choose search help “A: Sales Documents by Customer Purchase Order Number”. Enter ##-2-4.1 in the purchase order number field.
Use
Choose the right document from the hit list.
Internal
Only
1.
Choose: Sales Document → Output
SAP
3.
SAP
2.
Use
Choose Print preview. Was the quotation header text output? __________________________________________________ a)
Yes, the quotation header text was output.
Partner
Was the description of the Incoterms output? __________________________________________________ Yes, the description of the Incoterms was output.
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a)
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Lesson: Output Processing
Task 2: 1.
Use the document flow to find the order that was created with reference to this quotation and display the print formatting for the order on the screen. a)
Menu path: Logistics → Sales and Distribution → Sales → Quotation → Display
Only
Internal
Choose Display document flow. Select the order number. Choose Display document.
Partner
Choose Print preview. 2.
Was the quotation header text output in the order confirmation? a)
Use
__________________________________________________ No, the quotation header text was no longer output.
SAP
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Lesson: Output Processing
Exercise 10: Processing your Own Output Types Exercise Objectives
Business Example
Task 1:
SAP
2.
Which procedure contains ZMAT (ZMAT should be an item output for deliveries)?
3.
Which access sequence is assigned to the output type?
4.
Which processing program and form has been assigned?
Internal
Task 2: Change the settings so that you can also use output type ZMAT for your shipping point Z0# without any problems.
Only
1.
Maintain the print parameters for your shipping point Z0##. Shipping point:
Z0##
Output device:
LP01
Suffix1:
ZMAT
Suffix2:
MAT-LABEL
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Partner
Check whether output type ZMAT has been correctly configured in Customizing.
SAP
1.
Use
Your colleagues in the programming department have informed you that programming has been completed for the output type ZMAT and is ready for testing.
Use
Partner
To optimize sales and distribution processing in your company, you have created a special material label (output type ZMAT) in the SAP system. The use of this new item text type “Additional label text”, output with the material label, should make it easier for the customer (retailer) to identify the delivered goods and assign them to the correct end customers.
Internal
Only
After completing this exercise, you will be able to: • Name the steps needed for integrating customer-specific output types
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2.
Create output condition records for your customers T-S50A## and TS50B## for output type ZMAT: SORG:
1000
Transmission medium:
Printer
Time:
Explicit request
Only Partner
Search for the order with purchase order number ##-2-4.3 and create an outbound delivery for it.
2.
In the output screen for the item, check that the system finds and sets output type ZMAT. Use the determination analysis to clarify any problems.
3.
If output determination is correct, save the delivery.
4.
Print the label.
5.
Look at the output generated in the spool.
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Task 3:
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Lesson: Output Processing
Solution 10: Processing your Own Output Types Task 1: Your colleagues in the programming department have informed you that programming has been completed for the output type ZMAT and is ready for testing. Check whether output type ZMAT has been correctly configured in Customizing. a)
Menu path (general):
2.
Which procedure contains ZMAT (ZMAT should be an item output for deliveries)? a)
Use
Partner
Display SAP Reference IMG → Logistics Execution → Shipping → Basic Shipping Functions → Output Control → Output Determination → Maintain Output Determination for Outbound Deliveries
Output type ZMAT was included in procedure V20001. Menu path (continued):
SAP
Select the entry V20001 and choose the Control node in the overview tree. Which access sequence is assigned to the output type?
Use
Access sequence 0003 is assigned to the output type ZMAT.
Partner
a)
Menu path (continued): → Maintain Output Types
Internal
Select the entry ZMAT. Choose Detail. Which processing program and form has been assigned? a)
Only
4.
For medium 1: Program ZZLO650, form ZZ_MAT_LABEL Menu path (continued): → Maintain Output Types Select the entry ZMAT and choose Processing Routines in the overview tree.
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→ Maintain Output Determination 3.
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1.
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Task 2: Change the settings so that you can also use output type ZMAT for your shipping point Z0# without any problems. Maintain the print parameters for your shipping point Z0##. Shipping point:
Z0##
Output device:
LP01
Suffix1:
ZMAT
Suffix2:
MAT-LABEL
Menu path: Display SAP Reference IMG → Logistics Execution → Shipping → Basic Shipping Functions → Output Control → Output Determination → Define Print Parameters Shipping Choose Shipping. Choose ZMAT.
SAP
Enter and save your data.
SORG:
1000
Transmission medium:
Printer
Time:
Explicit request
a)
Menu path: Logistics → Sales and Distribution → Master Data → Output → Shipping → Create Choose ZMAT in the “Output type” field Choose the key combination Sales Organization / Customer Enter your data.
Continued on next page
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Internal
Create output condition records for your customers T-S50A## and TS50B## for output type ZMAT:
Partner
Use
2.
SAP
Choose New Entries.
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Partner
a)
Internal
Only
1.
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Lesson: Output Processing
Task 3: 1.
Search for the order with purchase order number ##-2-4.3 and create an outbound delivery for it. a)
Menu path: Logistics → Sales and Distribution → Sales → Order → Display
Only
Enter ##-2-4.3 in the purchase order number field. Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order Change the selection date to the end of next week. In the output screen for the item, check that the system finds and sets output type ZMAT. Use the determination analysis to clarify any problems. a)
Menu path: Select delivery item 10.
Use
Partner
Choose: Extras → Delivery Output → Item Choose Goto → Determination analysis 3.
If output determination is correct, save the delivery. a)
Only
Internal
SAP
SAP
2.
Use
Partner
Choose the right document from the hit list.
Internal
Choose search help “A: Sales Documents by Customer Purchase Order Number”.
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4.
Print the label. a)
Menu path: Logistics → Sales and Distribution → Shipping and Transportation → Communication/Printing → Outbound Delivery Output
Output type:
ZMAT
Shipping point:
Z0##
Delivery:
Delivery from last activity
Internal
Only
In the selection screen, enter:
Partner
Choose Execute. Select the list of delivery items. Choose Process.
Use
5.
Look at the output generated in the spool. a)
Menu path:
SAP
SAP
System → Services → Output Control Choose Execute. Select the relevant spool request.
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Only
Internal
Partner
Choose Display content.
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Lesson: Output Processing
Lesson Summary You should now be able to: • Explain how output types are processed in the SAP system • Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements • Name the steps needed for integrating customer-specific output types
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SAP
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Unit Summary
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Unit Summary
Only
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You should now be able to: • Describe the purpose of output types • Set up various transmission media for issuing or printing output • Select the dispatch times at which the output is issued • Adjust the output determination to meet customer-specific requirements • Explain how output types are processed in the SAP system • Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements • Name the steps needed for integrating customer-specific output types
SAP
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Unit 5 Unit Overview
Partner
The members of the project team need to know the available options for modifying the system, since requirements arise in nearly every implementation project that necessitate the extension of SAP transactions beyond the range of possible settings in table Customizing.
Use
Unit Objectives After completing this unit, you will be able to:
SAP Use
•
•
Unit Contents Lesson: Basics of System Modification .......................................... 123 Exercise 11: Elements of System Modification ............................. 137 Exercise 12: Extensions SAP Transactions................................. 145 Lesson: Adapting Lists ............................................................. 149 Exercise 13: Lists and the ABAP List Viewer ............................... 155 Lesson: Adapting the User Interface ............................................. 161
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• •
Partner
• • •
Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution Explain the idea behind the SAP enhancement concept Use the standard listing functions in the sales processing system Use display variants to adjust the listing functions for certain user groups to their requirements Optimize the scope of the display for these lists with user-specific display variants define account groups for maintaining customer master records adapt screens that use the display element “table control” to meet your specific requirements create and use transaction variants
SAP
•
Internal
Only
System Modifications
Unit 5: System Modifications
SCM650
Exercise 14: Account Groups / Field Selection Customer Master Record ........................................................................... 171 Exercise 15: Table Control and Transaction Variants...................... 179
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Lesson: Basics of System Modification
Lesson: Basics of System Modification Lesson Overview This lesson describes the basics of system modification in Sales and Distribution and provides an introduction to the various techniques that have developed over the years.
Only
•
Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution Explain the idea behind the SAP enhancement concept
Business Example
SAP
To do this, you can use the SAP system interfaces so that these enhancements apply for all releases (no future maintenance necessary).
SAP
During many implementation projects you will be faced with requests to change the SAP transactions beyond the capabilities of the Customizing settings to match the processes used by the customers.
Use
•
After completing this lesson, you will be able to:
Internal
Lesson Objectives
Partner
In an example, several different enhancements are combined to solve a problem.
Only
Internal
Use
Partner
Figure 48: Basics of System Modification
When modifying the system, your main aim should be to use the SAP interfaces for customer enhancements.
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This reduces, or ideally even eliminates any effort required to transfer these modifications every time the release is updated. If you carry out customer modifications without using these interfaces, you will probably have to maintain them each time the release is updated.
SAP
The elements for system modifications in Sales and Distribution are grouped together in the IMG under the menu path
Only
Internal
The enhancement concept also includes transaction CMOD (Project Management of SAP Enhancements), which enables the customer to supplement the application logic, screens and menus with their own elements.
Partner
Sales and Distribution / System Modifications.
SAP
Use
Use
Partner
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Internal
Figure 49: Elements of System Modification
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Lesson: Basics of System Modification
Use
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Figure 50: Adding New Fields With Condition Technique
SAP Use
For each component, all the fields permitted for access to condition records are combined in their own communication structures.
You can only evaluate fields that are contained in the relevant communication structure in the access sequences within the different applications of the condition technique. INCLUDES in which new data fields can be added were linked to all the relevant communication structures. The system does not overwrite them when you upgrade your release. A detailed checklist in the Implementation Guide explains the procedure. Search for Create New Fields (Using Condition Technique).
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Internal
Communication structures thus contain all the data fields that can be used when accessing a condition table.
Partner
This technique is used by pricing, output control, account determination, listing, exclusion and substitution to determine prices or output, for example.
SAP
We recommend that you use the condition technique for system modifications because many of the functions in the SD application component also use the condition technique.
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Only
Internal
Figure 51: Adding New Fields Without Condition Technique
SAP Use
Material master fields are copied to the sales document in two steps: 1. 2.
126
A field from the material master table (MARA, MARC or MVKE) is first copied to the material view (MAAPV or MAEPV) using an append structure. The field is copied to the order item table (VBAP) from the material view. The field is populated in the program MV45AFZZ by the user exit (USEREXIT_MOVE_FIELD_TO_VBAP).
© 2006 SAP AG. All rights reserved.
2006/Q2
Only
Internal
2.
A field from the customer master table (KNA1 or KNVV) is first copied by INCLUDE (KUAGVZ, KUWEVZ, KURGVZ and KUREVZ) to the sold-to party, ship-to party or payer view (KUAGV, KUWEV, KURGV or KUREV). The field is transported from the master data to the view with a user exit (V05E....). The field is copied from the respective customer view (KUAGV, KUWEV, KURGV or KUREV) to the order table (VBAK, VBKD or VBAP). The field is populated in the program MV45AFZZ by a user exit (USEREXIT_MOVE_FIELD_TO_VBAK(_VBAP,_VBKD)).
Partner
1.
SAP
Customer master fields are copied to the sales document in two steps:
Use
Adding new fields for printing documents was discussed in the unit "Processing Output".
SCM650
Lesson: Basics of System Modification
Reserve fields can be used for all functions and are stored in the customer master record. You can fill them and use them for specific installations.
SAP
The fields are maintained in customer master maintenance for Sales and Distribution under “Extras → Additional Data”. Different fields are used for the general customer master and for sales data.
SAP
•
Use
Partner
Only
Internal
Figure 52: Reserve Fields in Customer and Material Masters
You can enter fields for material master maintenance in the Sales and Distribution view: Sales Organization Data 2.
If you change the short text for a data element (text extension), a specific field will contain the correct meaning in the screens and lists.
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Internal
There are check tables for each field where you can determine the permitted values for that field.
Partner
Use
Five 3-digit fields are also included in the material master record (MVKE).
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Partner
Only
Internal
Figure 53: Routines
SAP Use
Routines for requirements and formulae are used for functions that use the condition technique. A requirement can make the execution of an access dependent on certain prerequisites. For example, it checks the document currency in pricing to see whether the local currency or a foreign currency is being used. Depending upon the result, the access is either executed or not. Formulae are used in pricing to define different pricing factors.
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Data transfer routines provide fine-tuned control for the copied fields. For example, a data transfer routine can specify that certain item fields can only be copied together with other fields and only to contracts, credit and debit memos.
Partner
Copying requirements determine whether or not certain data can be copied when you copy documents. For example, a copying requirement can stipulate that if you copy an inquiry to a quotation, the document header must contain the same customer.
SAP
Routines are short subprograms that perform different functions during document processing. In SD, you can use transaction VOFM to create and process routines for copying requirements, data transfers, requirements and formulae.
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Lesson: Basics of System Modification
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Only
Internal Use
Figure 54: User Exits
User exits are defined entry points in SAP transactions where customers can implement their own additional programming logic for a specific installation.
SAP
Using them also requires a certain amount of discipline because, in contrast to the functional enhancements described below, there is no precise, program-controlled selection of the interface here.
SAP
They are used to populate newly incorporated fields, for example.
Only
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Figure 55: Extensions to SAP Transactions
SAP Use
Function module exits allow the customer to implement additional programming logic in a transaction. The SAP application developer determines where a function module exit can be called in a transaction and which data can be transferred. Screen enhancements: Areas in the screens defined by the application developer can be configured by the customer. The customer can display additional information here or enter data. Menu enhancements: The customer can activate and name guiding menu points. The function code that you define for selecting a menu point can be used in the definition of a corresponding function module exit.
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Text enhancements enable you to provide extra documentation for data elements used in all transactions and change keyword texts.
Partner
The customer can enter coding in a layer that has been demarcated by SAP and, within certain limits, adapt the transactions to suit specific processes.
SAP
The enhancement concept makes frequently needed adjustments to customer modifications when a release is upgraded virtually redundant. In contrast to customer modifications, this is achieved by providing interfaces that have been determined by SAP for the customer enhancements.
SCM650
Lesson: Basics of System Modification
Function module exits allow the customer to implement additional programming logic in a transaction.
SAP Use
Only
Internal
Partner
The functions included in a function module exit are described in the relevant SAP documentation.
SAP
The SAP application developer determines where a function module exit can be called in a transaction and which data can be transferred. The developer also creates the relevant function modules with short text, interface and documentation.
Use
Partner
Only
Internal
Figure 56: Example: Function Module Exit SDVFX004
Figure 57: Business Transaction Events (BTE)
Business Transaction Events (BTEs) give you the option of integrating additional components such as function modules into the SAP standard system. There are two types of interface available:
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Publish & Subscribe interfaces These should inform you that specific events have taken place in the SAP standard application and make the data created as a result available to the external software. The external software does not return any data to the SAP standard system. Process Interfaces
Only
Use
Partner
You can connect external developments to the standard SAP system. The additional developments are generally carried out using the ABAP workbench.
Internal
These are used to submit business processes to another control that cannot be implemented in the standard system. This means that process interfaces replace standard processes.
The SAP application developer makes interfaces available at specific events in a transaction, in which a partner or customer can define additional logic. In the simplest case, such an interface would only be used by one partner or by the customer.
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Internal
The above example refers to Publish & Subscribe interfaces. The data flow only goes in one direction - from the SAP application to the additional components.
Partner
Use
SAP
SAP
Figure 58: BTE: Possible Scenarios (1)
Lesson: Basics of System Modification
Internal
Figure 59: BTE: Possible Scenarios (2)
This scenario also only refers to Publish & Subscribe interfaces. Unlike customer exits, Business Transaction Events give you the option of using an interface more than once for additional logic.
SAP
Both enhancements exist alongside each other without hindering each other; only one enhancement can be processed during runtime.
SAP
If this is the case, the user must decide which enhancement he wants to execute at a given time.
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Figure 60: Publish & Subscribe vs. Process Interfaces
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Publish & Subscribe interfaces: • • • •
When the event is triggered, one or more additional operations can be started. They do not affect the standard program. If there are more than two operations, they do not affect each other. Add-on components only import data. Example: Additional checks (authorizations, available duplicates, etc.)
•
•
Use
Partner
•
Unlike Publish & Subscribe interfaces, process interfaces are designed so that data can be exchanged in both directions. This has consequences for the additional components that can be connected to an interface. When the event is triggered, a process in the standard program can only be replaced by another process. If you use an add-on from a partner company that uses a process interface, for example, this extension is executed at runtime. If you also want to use the same interface, the partner extension is rejected and your own extension executed at runtime.
Internal
Only
Process interfaces:
SAP
SAP Only
Internal
Use
Partner
Figure 61: Business Transaction Events: SAP and Customer
Business Transaction Events allow the customer to implement additional logic in an application function in a similar way to function module exits. The SAP application developer decides where such events should be defined in an application function and
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Lesson: Basics of System Modification
what data should be transferred. He creates a sample function module with short texts, interfaces and documentation and describes the possible functions for this event in the relevant SAP documentation. First, he assigns an 8-digit event number, which qualifies the BTE. This number should be in accordance with specific conventions. The 5th and 6th digits, for example, should be identical with events in the same program.
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Partner
The event is assigned to an application component in table TBE02. It is possible to assign an event to several components. An FI assignment means, for example, that the interface is assigned to all the nodes below it (FI-*).
Internal
The SAP developer includes the event with the extended table maintenance in table TBE01. He specifies a sample function module sample_interface_, which must later be created and which defines the interface for the customer.
BTEs can be used more than once. With Publish & Subscribe interfaces the user can then choose which customer enhancement he wants to execute. For process interfaces the component that is furthest to the right is executed in the sequence SAP Application - AddOn - Customer. The most recent enhancement technology is the Business Add-In (BAdI). They came about with the development of the ABAP programming language towards object-oriented programming (ABAP objects). Where possible, SAP application developers should create new enhancement scenarios using this technology.
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Internal
Unlike customer exits, the use of Business Transaction Events is client-specific. This means that the same event can be used for different purposes in several clients.
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Use
SAP
SAP
Figure 62: Differences Between Customer Exits and BTEs
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Figure 63: Outlook: Business Add-Ins
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Exercise 11: Elements of System Modification Exercise Objectives
Only SAP
A billing type (ZF##) has already been created for you. In copying control for “Delivery document to billing document” with target ZF## and source LF, replace copying requirement 004 with requirement 904 (created by the instructor) for all item categories. Hint: First, select all the entries and choose Edit → Change Field Contents 2.
In the Additional Data- Sales view for customer T-S50B##, choose the value 001 (SPECIAL) in the “Billing document variant” field (before the key word change made by your instructor: customer group 1)
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Internal
1.
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You have decided to use the reserve field “Customer group 1” in the customer master – sales area data as a switch for this purpose. You want to analyze this switch as a requirement in copying control for individual billing types.
SAP
Task 1:
Use
However, you would also like to combine several deliveries in one billing document for certain customers, if other requirements permit. It is your job to configure the SAP system to meet this requirement in such a way that it remains unaffected by any release upgrade (release-independent changes). Some of your colleagues have already done the preparatory work, which you can now use to find a solution for these requests.
Billing type F2 has been configured for your company so that the delivery number is used as a split criterion when you create billing documents.
Internal
Business Example
Partner
After completing this exercise, you will be able to: • understand the options for creating system modifications in Sales and Distribution that remain independent of the release.
Unit 5: System Modifications
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Task 2: 1.
Create an order with order type OR for the following purchase order for customer T-S50B##.
Partner
T-S50B##
PO number:
##-1-2
Req. delivery date:
Immediately
Material:
T-AS1##
Quantity:
10
Material:
T-AS2##
Quantity:
10
Find out whether the value 001 has been copied from the customer master to the “Billing document variant” (= customer group 1) field in the additional data for the order header.
3.
Save the order and note the order number. _____________________________________________________
Use Internal
1.
Create a delivery and a transfer order for picking and post the goods issue for this order. Use shipping point Z0## and warehouse number 010 when you create the transport order. Note down the document number.
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________________________________________________________
Task 4: 1.
Try to create an invoice for this delivery.
2.
What system message do you receive? ______________________________________________________ Continued on next page
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Task 3:
SAP
2.
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Customer:
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FAX
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3.
What does the log say? ______________________________________________________
4.
Which billing type is automatically proposed? ______________________________________________________
1.
Try once more to create an invoice for this delivery. Choose the new billing type ZF## in the default data.
2.
Save the invoice and note the document number.
Partner
______________________________________________________ 3.
Why can you now create an invoice?
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______________________________________________________
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Task 5:
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Solution 11: Elements of System Modification Task 1: You have decided to use the reserve field “Customer group 1” in the customer master – sales area data as a switch for this purpose. You want to analyze this switch as a requirement in copying control for individual billing types.
Only
In copying control for “Delivery document to billing document” with target ZF## and source LF, replace copying requirement 004 with requirement 904 (created by the instructor) for all item categories. Hint: First, select all the entries and choose Edit → Change Field Contents a)
Change Copying control “Delivery document to billing document”:
Use
Partner
1.
Internal
A billing type (ZF##) has already been created for you.
SAP
Select Target: ZF##, Source: LF
Internal
Select the table entry and choose the Item node in the overview tree. Choose Select All.
Partner
Choose: Table View → Display -> Change
Choose Copying control: Delivery document to billing document
SAP
Display SAP Reference IMG → Sales and Distribution → Billing → Billing Documents → Maintain Copying Control for Billing Documents
Use
Menu path:
Choose: Edit → Change Field Contents
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Choose Copying Requirement. Enter routine 904 in the “Copying Requirements” field. Choose Replace. Save your entries.
Continued on next page
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2.
In the Additional Data- Sales view for customer T-S50B##, choose the value 001 (SPECIAL) in the “Billing document variant” field (before the key word change made by your instructor: customer group 1) a)
Enter the billing variant in the customer master: Menu path:
Only
Maintain the data and save your entries.
Internal
Enter your customer and the sales area data.
Partner
Logistics → Sales and Distribution → Master Data → Business Partner → Customer → Change → Sales and Distribution Choose Sales area data. Choose: Extras → Additional Data
Task 2: Create an order with order type OR for the following purchase order for customer T-S50B##.
SAP
SAP
Use
1.
Internal
T-S50B##
PO number:
##-1-2
Req. delivery date:
Immediately
Material:
T-AS1##
Quantity:
10
Material:
T-AS2##
Quantity:
10
a)
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Customer:
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Use
FAX
Create order: Menu path: Logistics → Sales and Distribution → Sales → Order → Create
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2.
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Find out whether the value 001 has been copied from the customer master to the “Billing document variant” (= customer group 1) field in the additional data for the order header. a)
Yes! Value 001 (SPECIAL) was copied. Menu path: Choose Display details for document header.
3.
Internal
Only
Choose the Additional data A tab page. Save the order and note the order number. _____________________________________________________
Task 3: Create a delivery and a transfer order for picking and post the goods issue for this order. Use shipping point Z0## and warehouse number 010 when you create the transport order. Note down the document number.
SAP
SAP
1.
________________________________________________________ a)
Create the outbound delivery, pick and post the goods issue.
Use Internal
For picking, choose: Subsequent Functions → Create Transfer Order Enter your warehouse number 010. Choose function 2 in the field “Transfer picking quantity” (transfer picking quantity as delivery quantity to the delivery and post goods issue). Save the transfer request.
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Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order
Partner
Menu path:
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a)
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Task 4: 1.
Try to create an invoice for this delivery. a)
Create a billing document: Menu path:
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Enter the delivery number and choose Execute. 2.
What system message do you receive? a)
3.
No billing documents have been created. See log.
What does the log say?
Use
Partner
______________________________________________________
______________________________________________________ a)
Contents of log: Requirement LO650 has not been met.
SAP
SAP
Menu path: Edit → Log 4.
Which billing type is automatically proposed?
Use
The billing type “Invoice (F2)” is automatically proposed.
Internal
Menu path: Display SAP Reference IMG → Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Sales Document Types
Only
Display the details for sales document type OR. Delv-rel. billing type: F2
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Partner
______________________________________________________ a)
Internal
Logistics → Sales and Distribution → Billing → Billing Document → Create
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Task 5: 1.
Try once more to create an invoice for this delivery. Choose the new billing type ZF## in the default data. a)
Create the billing document with the new billing type (default data): Menu path:
Only
Choose billing type ZF## in the default data (trade fair billing document ##).
Partner
Enter your delivery number and choose Execute. 2.
Save the invoice and note the document number.
Use
______________________________________________________ a) 3.
Why can you now create an invoice?
SAP Use
Only
Internal
Partner
The invoice can be created with the new billing type, because the billing variant field (= customer group 1) in the additional data for the order belonging to the delivery item contains the value 001 (SPECIAL).
SAP
______________________________________________________ a)
Internal
Logistics → Sales and Distribution → Billing → Billing Document → Create
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Exercise 12: Extensions SAP Transactions Exercise Objectives After completing this exercise, you will be able to: • understand the basic principles behind the SAP enhancement concept.
As an element in the SAP enhancement concept, function module exits allow the customer to implement additional programming logic in a transaction.
Task 1: An enhancement project DEMO650 has been created in order to meet the Accounting department’s request.
SAP
Display the enhancement components for the enhancement project DEMO650.
Task 2:
SAP
1.
Use
Partner
The Customer Accounting department in your company requires the material number to be transferred as additional information to the G/L account line in the accounting interface.
Internal
Only
Business Example
Test the functions in this enhancement.
Use
Display the accounting document for your invoice from exercise 11-5.2. The text field in the G/L account line should now contain the material number.
1.
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Try to find out whether there is a user exit in the system for determining the storage location. Search for the term “storage location”.
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Task 3:
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1.
Unit 5: System Modifications
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Solution 12: Extensions SAP Transactions Task 1: An enhancement project DEMO650 has been created in order to meet the Accounting department’s request. 1.
Display the enhancement components for the enhancement project DEMO650. Menu path: Tools → ABAB Workbench → Utilities → Enhancements → Project Management → Enter the project name DEMO650 Select the subobject Components.
Task 2: Test the functions in this enhancement. Display the accounting document for your invoice from exercise 11-5.2. The text field in the G/L account line should now contain the material number. a)
SAP
SAP
1.
Display accounting document: Menu path:
Use
Choose Accounting Overview. Display the accounting document. Choose a revenue account item.
Partner
Logistics → Sales and Distribution → Billing → Billing Document → Display
Internal
Use
Partner
Choose Display.
Internal
Only
a)
The text field should now contain the material number.
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Task 3: 1.
Try to find out whether there is a user exit in the system for determining the storage location. Search for the term “storage location”. a)
Menu path: Tools → ABAB Workbench → Utilities → Enhancements → Definition
Only
Choose Infosystem.
Partner
Do not complete any fields in the selection screen, remove the limit for the number of hits and choose Execute. A list of all the SAP enhancements appears.
Internal
Choose the search help in the Enhancement field.
Choose Find (binoculars).
Use
Search for the word storage location. Among others, you should find enhancement V02V0002.
SAP
SAP Only
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Lesson Summary You should now be able to: • Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution • Explain the idea behind the SAP enhancement concept
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Lesson: Adapting Lists
Lesson: Adapting Lists Lesson Overview Lists play a central role in managing the daily work of the end user in many areas of the SAP system. It is therefore particularly important that the system provides a broad range of personalization options.
Only
Lesson Objectives • • •
Use the standard listing functions in the sales processing system Use display variants to adjust the listing functions for certain user groups to their requirements Optimize the scope of the display for these lists with user-specific display variants
SAP
There are list functions to search for and check sales documents in the system. These help you solve different types of business queries.
Use
Only
Internal
User-specific display variants also enable you to personalize lists to meet the demands of each user.
Partner
You can adapt these lists to meet the specific requirements of individual user groups.
SAP
Business Example
Use
Partner
After completing this lesson, you will be able to:
Internal
Here too, you will see real-world examples of how these extensive options can be extended further by employing user exits.
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Internal
Figure 64: Lists Are Used Everywhere
Internal
SAP Use
•
– Finding business transactions – Displaying all transactions that are relevant to a master record Displaying transactions that have reached a certain stage, for example:
•
– All orders due for shipping – All currently valid quotations Displaying the document flow, to answer such questions as – –
•
Which orders have been copied from quotations? In which delivery and which billing document were certain order items entered? Analyses, for example – –
150
Orders blocked for delivery Documents according to status
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Links to sales documents and master records for:
Partner
•
SAP
The information provided by Sales and Distribution can be divided into four areas:
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Lesson: Adapting Lists
Use
Partner
Only
Internal
Figure 65: Linking Sales Documents and Master Data
There is a list function for every sales and distribution document.
SAP Use
You can use “Additional selection criteria” to restrict the data selection further, for example, according to distribution channel or document type.
or orders that still have to be delivered or billed.
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The structure of the list can be changed in the system settings.
Partner
Open sales documents are, for example, inquiries and quotations that have not yet been fully referenced,
Internal
In the process, you can choose whether you want to see all the sales documents or the only open ones.
SAP
You can use this function to display sales documents for a particular customer or material, for example.
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SAP
In some lists you can also save display variants that you defined.
The display variants enable you to change the list display.
SAP
You can display the status information for each document (for example, complete status, delivery status, billing status or completion).
Use
You can use the search, sort and sum functions to process the data that you have selected. You can use the search function to further restrict the available list.
Use
Partner
Only
Internal
Figure 66: Example: Order Lists
Partner
From the list, you can call up the document you want to process.
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Internal
You can print your lists or send them as a document in SAPoffice.
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Use
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Internal
Figure 67: ABAP List Viewer - Creating a Display Variant
SAP Use
All lists allow you to
•
– choose one of the variants delivered with the SAP standard system – change the list display You cannot save any changes that you make to the current display variant in lists that only contain the SAP standard display variants. When choosing display variants, the system offers only the standard display variants delivered by SAP. In some lists you can save your own display variants. – –
User-specific display variants must begin with a letter (A-Z). Display variants for all users (customer-specific standard display variants) must begin with “/”.
You can find the documentation for the ABAP List Viewer in the SAP Library under CA - Cross-Application Components. In this environment too, there are customer requirements that can only be met by expanding the underlying field catalog. This is demonstrated by the following example:
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•
Partner
•
SAP
The amount of scope you have for working with display variants depends on the list:
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Partner
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Internal
Figure 68: New Field for List of Sales Orders
SAP
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Lesson: Adapting Lists
Exercise 13: Lists and the ABAP List Viewer Exercise Objectives After completing this exercise, you will be able to: • use the standard list functions in Sales and Distribution • use layouts to restrict the scope of the list display
Which orders has your customer T-S50A## placed since the beginning of the month?
2.
Who created these orders in the system?
3.
Display the “Delivery block” field.
4.
How many orders did the customer place for material T-AS3##?
Partner
Only Use
1.
SAP
SAP
Task 1:
Display all the orders for material T-AS1##.
2.
Display the document status for the first document.
Task 3: You would like to define a new layout for displaying the list of orders so that you can see the delivery and billing block fields for each order immediately. 1.
Change the structure of the list using the standard layout “Orders” so that the fields for delivery and billing blocks are displayed.
2.
Save the layout in such a way that only you can select it. Continued on next page
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Task 2: 1.
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Document lists and evaluations are a useful aid to customer service employees for organizing their daily work and answering a wide variety of questions. The ABAP List Viewer can be used to adjust many of the information functions to meet the individual needs of the user more closely.
Internal
Business Example
Unit 5: System Modifications
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Enter a name that includes the character sequence LO650-##. Choose the description “Layout group ##”. 3.
Define your newly created layout as the initial layout.
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SAP Only
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Solution 13: Lists and the ABAP List Viewer Task 1: 1.
Which orders has your customer T-S50A## placed since the beginning of the month? Menu path: Logistics → Sales and Distribution → Sales → Information System → Orders → List of Sales Orders Enter the customer T-S50A## in the sold-to party field.
Partner
Choose ENTER. 2.
Who created these orders in the system?
3.
Use
a) Display the “Delivery block” field. Menu path:
SAP
SAP
Choose:
Use
a)
Internal
Only
a)
In the list of hidden fields, select the line with the “Delivery block” field.
Settings → Layouts → Current This takes you to the definition screen for layouts.
Internal
The field is copied to the right hand side (displayed fields). Choose Copy.
Partner
Choose Show Selected Fields (arrow to left).
Only
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4.
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How many orders did the customer place for material T-AS3##? a)
Menu path: Choose: Settings → Layouts → Select Select the layout 1SAP Order items. Select the “Material” column.
Only
Internal
Choose Set Filter. Enter the material T-AS3## as a filter value.
Partner
Choose Execute.
Task 2:
Use
1.
Display all the orders for material T-AS1##. a)
Menu path:
SAP
Enter the material T-AS1## in the material field.
Use
2.
Partner
Choose ENTER. Display the document status for the first document. a)
Menu path: Select the first line in the table.
Internal
SAP
Logistics → Sales and Distribution → Sales → Information System → Orders → List of Sales Orders
Choose: Environment → Document Status
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Lesson: Adapting Lists
Task 3: You would like to define a new layout for displaying the list of orders so that you can see the delivery and billing block fields for each order immediately. 1.
Change the structure of the list using the standard layout “Orders” so that the fields for delivery and billing blocks are displayed. a)
Menu path:
Only
Enter the customer T-S50A## in the sold-to party field.
Partner
Choose Show Selected Fields (arrow to left).
Settings → Layouts → Current This takes you to the definition screen for layouts. In the list of hidden fields, select the line with the “Delivery block” field. In the list of hidden fields, select the line with the “Billing block” field.
Use
Choose:
SAP
Choose ENTER.
Internal
Logistics → Sales and Distribution → Sales → Information System → Orders → List of Sales Orders
SAP
The system copies the fields to the right-hand side (displayed fields). 2.
Partner
Use
Choose Copy. Save the layout in such a way that only you can select it.
Internal
Enter a name that includes the character sequence LO650-##. Choose the description “Layout group ##”. a)
Menu path: Choose:
Only
Settings → Layouts → Save 3.
Define your newly created layout as the initial layout. a)
Menu path: Choose: Settings → Layouts → Administration Select the initial layout column in the line with your layout. A tick appears. Choose Save.
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Lesson Summary You should now be able to: • Use the standard listing functions in the sales processing system • Use display variants to adjust the listing functions for certain user groups to their requirements • Optimize the scope of the display for these lists with user-specific display variants
Use
Partner
Only
Internal
SAP
SAP Only
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Lesson: Adapting the User Interface
Lesson: Adapting the User Interface Lesson Overview This lesson presents several concepts you could use to adapt the user interface to the requirements of the end user.
Only Partner
Business Example An important factor in the success of an implementation project is the ability to modify the interface for screen transactions to meet the requirements of different business transactions and user groups.
Use
Only
Internal
Partner
In addition, you can adjust the individual transactions using transaction variants, and users can also define their own views for displaying a large number of tables.
SAP
You can make these modifications in the SD application component in the customer master data.
define account groups for maintaining customer master records adapt screens that use the display element “table control” to meet your specific requirements create and use transaction variants
Use
•
• •
Internal
After completing this lesson, you will be able to:
SAP
Lesson Objectives
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Controlling the Customer Master Using Account Groups
Partner
Only
Internal
Figure 69: Customer Master
Use
Sales data constitutes the basic data for Sales and Distribution and Shipping. Company code data constitutes the basic data for Financial Accounting.
SAP
SAP
General data is assigned directly to clients. It is then valid for both the various company codes as well as the different sales areas. The customer number used in Sales and Distribution is thus identical to the customer number used in Accounting.
Only
Internal
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Use
Partner
Only
Internal
Figure 70: Customer Master - Account Groups
An account group is a classification within the customer master records.
SAP
SAP
The account group specifies:
Use
Which entries in the master record are required or optional (field selection) The number range for the customer account number Whether the number is assigned by the user or the system (external or internal number assignment) Whether or not the account is a one-time account (conto pro diverse) Which output determination procedure is used
You can add your own account groups to those that are predefined in the SAP standard system.
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• •
Partner
• • •
Unit 5: System Modifications
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Use
Partner
Only
Internal
Figure 71: Customer Master - Selecting Fields for Data Groups
SAP
You can use field selection for each account group to determine whether field entries are optional or required. Any fields that are not required can be hidden.
SAP
You can find general data as well as the data specific to sales and distribution and the company code in the customer master record.
Only
Internal
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SAP Use
Sold-to party Ship-to party Payer Bill-to party
Only
Internal
Specific fields are selected for each of these account groups. The field selection depends on the functions within the required partner function.
Partner
• • • •
SAP
Account groups are already set up in the SAP standard system for the different partner functions, such as:
Use
Partner
Only
Internal
Figure 72: Customer Master - Field Selection for Account Groups
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SAP
There are transactions which can be used
Use
from a sales and distribution perspective from an accounting perspective centrally for both perspectives to process a customer master record.
Only
Internal
In the SAP standard system, you can maintain banking details using either the accounting or the central transaction, for example.
Partner
• • • •
SAP
In addition to the account group, the transactions for creating, changing and displaying a customer master record also influence which fields are selected.
Use
Partner
Only
Internal
Figure 73: Customer Master - Additional Influences on Field Selection
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The field status information for the two influencing factors (account group and transaction) are combined in pairs. The status with the highest priority is always chosen first.
Use
Partner
Figure 74: Linking Rules for Field Selection
Internal
Only
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SAP
SAP Only
Internal
Use
Partner
Figure 75: Table Control
“Table control” is a display element that enables you to configure the table view to meet customer-specific requirements. This is particularly useful if the table contains a lot of fields.
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Every user can define their own view of the data to make their own work easier, by: • • • •
Changing the sequence of columns Changing the width of columns (including making them invisible) Saving the settings as a display variant Making their display variant the standard setting
An administrator can also make individual fields invisible for the whole system.
Only
(Authorization object: S_ADMI_FCD in the Basis Administration authorization class.)
Use
Partner
Transaction Variants
Internal
•
SAP
SAP
Internal
Use
Partner
Figure 76: Transaction Variants / Screen Variants / GuiXT
• • •
Only
Transaction processes can be simplified with screen variants. These can: Enter default values in fields Hide and change the ready for input status of fields Hide whole screens
Hiding and compressing screens as well as hiding fields makes it easier to work with the SAP system and gives you a better overview. A transaction variant is made up of screen variants.
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A transaction variant is assigned to one transaction alone. Each transaction can have several variants. Transaction variants are only permitted for dialog transactions. If you are using batch input (or batch input recording), the system does NOT take account of the values in the transaction variants.
Only
A transaction variant is normally called using a variant transaction that can be incorporated in a user role, for example. With sales document types, an additional option is to assign the transaction variant in Customizing for the sales document type. Dependencies arise as a result of this special feature. These are illustrated in the following graphic.
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Partner
Calling a Transaction Variant Using the Sales Document Type
Internal
The supplementary tool GuiXT allows for flexible design of individual screens. GuiXT uses a script language for scripts that run on the front-end. You can find more information on the homepage for the manufacturers of GuiXT (http://www.synactive.com).
SAP
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Figure 77: Calling Transaction Variants for VA01
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2006/Q2
SCM650
Lesson: Adapting the User Interface
Exercise 14: Account Groups / Field Selection Customer Master Record Exercise Objectives
Only
Business Example
Task 1:
Key:
Z##
Description:
LO650-## Customers
2.
In the details screen, assign a number range to your new account group so that numbers are issued automatically, as required.
3.
Branch from the details screen for your account group to the field status for the sales data.
4.
Use the subgroup list to find the group that contains the Incoterms.
SAP
Choose the correct subgroup and set the Incoterms as a required entry field.
Task 2: 1.
Customers with account group Z## should be able to copy the Continued on next page
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Internal
Define a new account group by copying existing account group 0001.
Partner
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1.
SAP
You want to maintain your system in such a way that the Incoterms must always be entered in sales and distribution data when customer master data is maintained. The system should also create a sequential customer number automatically when you create a new customer master record. Define a new account group with these characteristics.
Use
Partner
To ensure that order entry is as easy as possible with no system queries about incomplete customer master data, your company has decided that Incoterms must always be entered in the sales and distribution data for a customer master record.
Internal
After completing this exercise, you will be able to: • define account groups for maintaining customer master records. • describe the most important influencing factors for field selection when maintaining customer master data
Unit 5: System Modifications
SCM650
• sold-to party • ship-to party • bill-to party • payer partner functions.
Task 3: Create a new customer master record from the sales view with your new account group Z##.
SAP
1000
Distribution channel:
12
Division:
00
Account group:
Z##
Now try to enter a customer number. Does the system allow you to do this? ________________________________________________________
4.
Choose the following data: Search term:
LO650-##
Country:
Germany
Language:
German
Transportation zone:
D000020000
Shipping condition:
01
Tax classification:
1
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Internal
3.
Now try to leave the billing data screen without entering the Incoterms. Does the system allow you to do this? Continued on next page
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© 2006 SAP AG. All rights reserved.
Partner
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Sales organization:
SAP
2.
Create a new customer master record from the sales view with your new account group Z##.
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Partner
1.
Internal
Only
Make the relevant assignments in Customizing for Sales and Distribution.
2006/Q2
SCM650
Lesson: Adapting the User Interface
_______________________________________________________ 5.
Choose the Incoterms FH, save the customer master record and note down the customer number. _______________________________________________________
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Solution 14: Account Groups / Field Selection Customer Master Record Task 1:
Only
Define a new account group by copying existing account group 0001. Key:
Z##
Description:
LO650-## Customers
a)
Menu path: Display SAP Reference IMG → Logistics - General → Business Partner → Customers → Control → Define Account Groups and Field Selection for Customers
SAP
SAP
Select the entry for account group 0001. Choose Copy As. Enter the key Z## and a description.
Use
In the details screen, assign a number range to your new account group so that numbers are issued automatically, as required. a)
Menu path: Choose Detail. Choose the number range 02.
3.
Branch from the details screen for your account group to the field status for the sales data. a)
Menu path: Place the cursor on the “Sales data” field in the “Field status” section of the screen. Choose Expand field status. Continued on next page
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© 2006 SAP AG. All rights reserved.
2006/Q2
Only
Internal
Select the entry for your new account group Z##.
Partner
2.
Use
Partner
1.
Internal
You want to maintain your system in such a way that the Incoterms must always be entered in sales and distribution data when customer master data is maintained. The system should also create a sequential customer number automatically when you create a new customer master record. Define a new account group with these characteristics.
SCM650
Lesson: Adapting the User Interface
4.
Use the subgroup list to find the group that contains the Incoterms. Choose the correct subgroup and set the Incoterms as a required entry field. a)
Set the Incoterms as a required entry field. Menu path: Choose Subgroup list. Result: the Incoterms are in the “Billing document” subgroup.
Only
Click on Choose.
Partner
Select “Req. Entry” for the “Incoterms” field. Save your entries.
Customers with account group Z## should be able to copy the
SAP
SAP
1.
Use
Task 2:
• sold-to party • ship-to party
Partner
• bill-to party
Use
Internal
Place the cursor the "Billing document" field in the “Select Group” section of the screen.
• payer
Only
Internal
partner functions.
Continued on next page
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Make the relevant assignments in Customizing for Sales and Distribution. a)
Assign the permitted partner functions to account group Z##: Menu path: Display SAP Reference IMG → Sales and Distribution → Basic Functions → Partner Determination → Set Up Partner Determination Choose: Set Up Partner Determination for Customer Master
Only
Assign your account group Z## to the four functions by overwriting the existing entries.
Task 3: Create a new customer master record from the sales view with your new account group Z##.
Use
Sales organization:
1000
Distribution channel:
12
Division:
00
Account group:
Z##
a)
Partner
Internal
Create a new customer master record from the sales view with your new account group Z##.
SAP
SAP
1.
Use
Partner
Save your assignments.
Internal
Choose: Account Groups - Function Assignment.
Create customer master record: Menu path:
Select new account group Z## and enter your sales area. Enter your data on the address tab page. Choose Sales Area Data. Complete the required fields and save the master record. Continued on next page
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© 2006 SAP AG. All rights reserved.
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Logistics → Sales and Distribution → Master Data → Business Partner → Customer → Create → Sales and Distribution
SCM650
Lesson: Adapting the User Interface
2.
Now try to enter a customer number. Does the system allow you to do this? ________________________________________________________ a)
LO650-##
Country:
Germany
Language:
German
Transportation zone:
D000020000
Shipping condition:
01
Tax classification:
1
Internal
Search term:
Only
Choose the following data:
Partner
3.
No, because numbers are issued internally for account group Z##.
a) Now try to leave the billing data screen without entering the Incoterms. Does the system allow you to do this?
Use
4.
a) 5.
No, because the Incoterms are defined as required entries.
Choose the Incoterms FH, save the customer master record and note down the customer number.
Partner
_______________________________________________________
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SAP
SAP
_______________________________________________________
Only
Internal
a)
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2006/Q2
SCM650
Lesson: Adapting the User Interface
Exercise 15: Table Control and Transaction Variants Exercise Objectives
Only
Business Example
Use
Partner
Because each person's daily tasks are different, the users would often like to configure the screen transactions themselves according to their individual needs. You want to learn about this option so that you can explain it to the users in your company.
Task 1:
SAP
Create an order with order type OR for the following purchase order.
SAP
1.
Use
PO number:
##-1-2
Req. delivery date:
Immediately
Material:
T-AS1##
Quantity:
10
Material:
T-AS2##
Quantity:
10
2.
Use table control to reduce the width of the “Order quantity” column in the overview screen.
3.
Change the sequence of columns by putting the “Net value” field behind the “Description” field.
4.
Save your changes as a display variant under the name LO650-##.
5.
Set display variant LO650-## as your standard setting. Continued on next page
© 2006 SAP AG. All rights reserved.
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Only
Search term: LO650-##
Partner
Customer:
Internal
FAX
2006/Q2
Internal
After completing this exercise, you will be able to: • adapt screens that use the display element “Table Control” to meet user-specific requirements. • create transaction variants
Unit 5: System Modifications
SCM650
Task 2: 1.
Create a transaction variant with the name “ZLO650_##” for the transaction VA01 (Create order).
2.
Create transaction code ZLO650_## for your transaction variants.
3.
Include the transaction in your favorites menu.
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© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Adapting the User Interface
Solution 15: Table Control and Transaction Variants Task 1: Create an order with order type OR for the following purchase order.
Internal
Only
1.
Customer:
Search term: LO650-##
PO number:
##-1-2
Req. delivery date:
Immediately
Material:
T-AS1##
Quantity:
10
Material:
T-AS2##
Quantity:
10
SAP
SAP
a)
Use
Partner
FAX
Create an order belonging to the order type OR: Menu path: Choose order type “OR” and enter your data.
Use table control to reduce the width of the “Order quantity” column in the overview screen. a)
Menu path: Place your cursor on the dividing line between the “Order quantity” and the “SU” fields. Hold the mouse button down and drag the line to the left.
Continued on next page
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Only
Internal
2.
Partner
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Logistics → Sales and Distribution → Sales → Order → Create
Unit 5: System Modifications
3.
SCM650
Change the sequence of columns by putting the “Net value” field behind the “Description” field. a)
Menu path: Place the cursor on the column heading for the “Net value” field. Hold the mouse button down and drag the field to the right of the “Description” field.
Save your changes as a display variant under the name LO650-##. a)
Menu path: Place the cursor on the symbol in the upper right-hand corner of the table control.
Partner
Click on the symbol. A dialog box appears. Enter the name for your display variant.
Use
Choose Create. Choose Copy. 5.
Set display variant LO650-## as your standard setting.
SAP
Menu path: Place the cursor on the symbol in the upper right-hand corner of the table control.
Use
Partner
Click on the symbol. A dialog box appears.
SAP
a)
Internal
Only
4.
Select your display variant as the standard variant.
Only
Internal
Choose Copy.
Continued on next page
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© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Lesson: Adapting the User Interface
Task 2: 1.
Create a transaction variant with the name “ZLO650_##” for the transaction VA01 (Create order). a)
Create transaction variant: Menu path:
Only
Enter the transaction VA01 and the variant ZLO650_##.
Partner
Run the transaction for the first screens and create a screen variant for the individual screens. Save and test your entries. Create transaction code ZLO650_## for your transaction variants. a)
Use
2.
Create transaction code: Menu path:
SAP
Enter the transaction VA01 and the variant ZLO650_##.
Use
Partner
Choose: Goto → Create variant transaction Enter the transaction name ZLO650_##.
Internal
Choose Continue. Save your entries. Include the transaction in your favorites menu.
Only
a)
Menu path: Favorites → Add Transaction
2006/Q2
© 2006 SAP AG. All rights reserved.
SAP
Display SAP Reference IMG → SAP NetWeaver → General Settings → Field Display Characteristics → Configure Application Transaction Fields
3.
Internal
Display SAP Reference IMG → SAP NetWeaver → General Settings → Field Display Characteristics → Configure Application Transaction Fields
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Lesson Summary You should now be able to: • define account groups for maintaining customer master records • adapt screens that use the display element “table control” to meet your specific requirements • create and use transaction variants
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© 2006 SAP AG. All rights reserved.
2006/Q2
SCM650
Unit Summary
Unit Summary
Only
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Internal
You should now be able to: • Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution • Explain the idea behind the SAP enhancement concept • Use the standard listing functions in the sales processing system • Use display variants to adjust the listing functions for certain user groups to their requirements • Optimize the scope of the display for these lists with user-specific display variants • define account groups for maintaining customer master records • adapt screens that use the display element “table control” to meet your specific requirements • create and use transaction variants
SAP
SAP Only
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2006/Q2
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185
Course Summary
SCM650
Course Summary You should now be able to:
Only
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Partner
understand complex relationships when mapping organizational structures adapt copying control configure text control implement output control explain the options for system modification in any release modify the interface for transactions and master data in Sales and Distribution
Internal
• • • • • •
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© 2006 SAP AG. All rights reserved.
2006/Q2
Feedback Only
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SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.
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