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EHP6 for SAP ERP 6.0
March 2012
English
Make-to-Order Production with Variant Configuration (147)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Business Process Documentation
SAP Best Practices Make-to-Order Production with Variant Configuration (147): BPD
Copyright
© 2012 SAP AG. All rights reserved.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company.
Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.
These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include Field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT 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.
Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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Contents
1 Purpose.................................................................................................................................. 5
2 Prerequisites.......................................................................................................................... 5
2.1 Master Data and Organizational Data.............................................................................5
2.2 Business Conditions........................................................................................................7
2.3 Roles............................................................................................................................... 7
2.3.1 Defining Queries for Personal Object Worklist (POWL)...........................................8
2.4 Preliminary Steps............................................................................................................8
2.4.1 Creating User Settings for Requirement Planning....................................................9
2.4.2 Assigning User Parameter “CORUPROF” to User Master Record...........................9
3 Process Overview Table.......................................................................................................10
4 Process Steps...................................................................................................................... 12
4.1 Sales Order Entry..........................................................................................................12
4.2 Reviewing Sales Orders with Delay..............................................................................14
4.3 Credit Management Check for Sales Order...................................................................15
4.4 Optional: Logistics Planning..........................................................................................16
4.5 Manufacturing Steps (Make-to-Order)...........................................................................16
4.6 Delivery Due List...........................................................................................................21
4.7 Picking (Optional)..........................................................................................................23
4.8 Credit Management Check for Delivery Note................................................................24
4.9 Posting Goods Issue.....................................................................................................24
4.10 Billing......................................................................................................................... 25
5 Follow-up Processes............................................................................................................26
6 Appendix.............................................................................................................................. 28
6.1 Reversal of Process Steps............................................................................................28
6.2 SAP ERP Reports.........................................................................................................29
6.3 Used Forms...................................................................................................................30
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Make-to-Order Production with Variant Configuration
1 PurposeThe MTO – Prodcution with Variant Configuration scenario demonstrates sales order processing with materials with pre-selected characteristic values (material variants) and components that are produced according to sales quantities planned for these variants. If the sales order configuration is not available as a material variant, then customer service can configure the material on the order by choosing the required characteristic values. A sales order cost estimate is created on saving the order which is subsequently used to valuate the cost of goods sold.
The process is triggered when an order for a configurable material is received from the customer. The customer order is recognized in the MRP run resulting in planned order for production of the material. If insufficient warehouse stock is available, purchase requisitions are created for the raw materials required.
When the production order is created, target costs are calculated for the order lot size (preliminary costing). During the production process, costs incurred are updated on the order, which enables you to keep track of and compare target costs and actual costs at any time.
Period-end-closing activities are applied to the order. This includes Work In Progress calculation and variance calculation. After this, Work in Progress is settled to financial accounting and production variances are settled to management and financial accounting. Production variances are settled to profitability analysis with the sales order as one of the characteristics.
2 Prerequisites
2.1 Master Data and Organizational DataSAP Best Practices Standard Values
Essential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers.
This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.
Operational Focus
SAP Best Practices delivers standard values for more than one operational focus area, such as Services, Trade or Manufacturing. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Service, Manufacturing or Trading).
Additional Master Data (Default Values)
You can test the scenario with other SAP Best Practices default values that have the same characteristics.
Check your SAP ECC system to find out which other material master data exists.
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Using Your Own Master Data
You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.
Use the following master data in the process steps described in this document:
Manufacturing / Trading
Production Plant
Master data Value Master / org. data details
Comments
Material: F1000 Finished Good MTO VCConfigurable
Material: F1000-P1 Finished Good
Material variant, Plastic,Foiled
Material: F1000-M1 Finished Good
Material variant, Metal,Foiled
Material: F1000-G1 Finished Good
Material variant, Golden,Foiled
Material F1000-G2 Finished Good
Material variant, Golden,Boxed
Material: S21 Semifinsihed Good,Repetitive Manuf.
Material: S25 Semifinished Good, External Procurement
Material: S2201 Semifinihed Good, Phantom Ass.,Plastic
Material: S2202 Semifinihed Good, Phantom Ass.,Metal
Material: S2203 Semifinihed Good, Phantom Ass.,Golden
Material: S2301 Semifinihed Good, Phantom Ass.,Plastic
Material: S2302 Semifinihed Good, Phantom Ass.,Metal
Material: S2303 Semifinihed Good, Phantom Ass.,Golden
Material: R20 RAW Material
Material: R27 RAW Material, Packaging Box
Material: R28 RAW Material, Packaging Foil
Material: R1601 RAW Mat., Plastic
Material: R1701 RAW Mat., Plastic
Material: R1801 RAW Mat., Plastic
Material: R1602 RAW Mat., Metal
Material: R1702 RAW Mat., Metal
Material: R1802 RAW Mat., Metal
Material: R1603 RAW Mat., Golden
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Master data Value Master / org. data details
Comments
Material: R1703 RAW Mat., Golden
Material: R1803 RAW Mat., Golden
Material: R1301 RAW Mat., Plastic
Material: R1401 RAW Mat., Plastic
Material: R1302 RAW Mat., Metal
Material: R1402 RAW Mat., Metal
Material: R1303 RAW Mat., Golden
Material: R1403 RAW Mat., Golden
Plant: 1000 Production Plant
Storage Location:
1020 Production
1030 Shipping (with Lean WM)
1050 Stores
Bill of Material: F1000
Routing Group Counter 1
F1000
Sales Center
Master data Value Master / org. data details
Comments
Sales Organization 1000 National
Distribution Channel 10 Direct Sales
Customer 100000 Customer 01 (without credit limit)
Customer 100003 Customer 03 (with credit limit)
2.2 Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario:
Business condition Scenario
Exectue process steps costing run and materials requirement planning
Prerequisite Process Steps (154)
2.3 Roles
UseThe following roles must have been installed to test this scenario in the SAP Netweaver Business Client (NWBC). You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.
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PrerequisitesThe Business roles have been assigned to the user who is testing this scenario.
Business role Technical name Process step
Employee (Professional User)
SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.
IT Administrator (Professional User)
SAP_NBPR_IT_ADMIN_S Assigning User Parameter
Production Planner SAP_NBPR_PRODPLANNER_S Create User Settings for Requirement Planning
Sales Administrator SAP_NBPR_SALESPERSON_S Creating Sales Order
Production Supervisor
SAP_NBPR_PRODPLANNER_M Review Sales Order with Delay List
Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S Initial Stock Posting
Creating Delivery
Confitming Transfer Order
Picking (optiona)
Posting Goods Issue
Billing Administrator SAP_NBPR_BILLING_S Billing
2.3.1 Defining Queries for Personal Object Worklist (POWL)The following queries must be defined to test this scenario in the SAP NetWeaver Business Client (NWBC). You only need these queries if you are using the NWBC interface. You do not need these queries if you are using the standard SAP GUI.
The queries are necessary to access role specific worklists in the SAP NetWeaver Business Client (NWBC).
For more information on the creation of queries, see the section Creation of Queries in Personal Object Worklists (POWLs) in the Quick Guide to Implementing the SAP Best Practices Baseline Package (IN) document.
Business role
Application
Object Type Variant Name
Variant Selections
Selection Criteria
Query Name
Production Supervisor
Evaluations Sales Orders with Delay
PRPL_SALES_ORDER_DELAY
- - Plant: 1000
Material number: F1000*
e.g. Sales Order w Delay
ResultYou can now process the scenario Make-to-Order with Variant Configuration (147).
2.4 Preliminary Steps
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This Business Process Documentation (BPD) contains process steps that have to be done as prerequisite before you can start to work through the standard Business Process Documentation of selected logistics scenarios.
2.4.1 Creating User Settings for Requirement Planning
UseIn this step, you set up user settings that are necessary for requirement planning.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Materials Management Inventory Management Environment Stock-Stock/Requirements List
Transaction code MD04
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Production Planner
(SAP_NBPR_PRODPLANNER_S)
Business role menu Production Evaluations Reports Display Stock/Requirements Situation
2. On the Stock/Requirements List: Initial Screen, make the following entries:
Field name Description User action and values Comment
Material number F1000 Finished Good MTO VC Configurable
Plant 1000 Production Plant
3. Choose Enter and - if the system shows an information message - confirm it.
4. Navigate to (only for NWBC: More… ) Environment Navigation Profile Assign.
5. Select the General Settings tab page.
6. In the Navigation Profile field, choose the navigation design SAPPPMRP00 MRP Controller.
7. Choose Save and confirm the information message.
Choose Back to return to the SAP Easy Access screen (SAP GUI)
Or
Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
ResultYou have created the user settings necessary for the requirements planning.
2.4.2 Assigning User Parameter “CORUPROF” to User Master Record
Use
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In this step, you assign a profile to your user which defines the layout for the confirmation screen for single screen entry.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Tools Administration User Maintenance Users
Transaction code SU01
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role IT Administrator (Professional User)
(SAP_NBPR_IT_ADMIN_S)
Business role menu IT Administration User Management User Maintenance
2. On the User Maintenance: Initial Screen, make the following entries and choose Change:
Field name Description User action and values Comment
User Enter your SAP User
3. On the Maintain Users screen, choose the Parameters tab page and make the following entries:
Field name Description User action and values Comment
Parameter ID CORUPROF
Parameter Value
YBDI02
4. Save your entries.
Choose Back to return to the SAP Easy Access screen (SAP GUI)
Or
Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
ResultThe confirmation profile YBDI02 is assigned to your user.
3 Process Overview TableProcess step External
process reference
Business condition
Business role
Transaction code
Expected results
Sales Order Entry
Customer requests customized order
Customer Service
VA01 Order Number, Demand created for MRP, Credit Limit updated
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Process step External process reference
Business condition
Business role
Transaction code
Expected results
Sales Orders with Delay
Production Supervisor
MD4C Sales Orders checked
Credit Management Check for Sales Order
Credit Management (108)
See Credit Management Check
See Credit Management Check
See Credit Management Check
See Credit Management Check
Logistics Planning (optional)
Logistics Planning (144)
See Logistics Planning scenario
See Logistics Planning scenario
See Logistics Planning scenario
See Logistics Planning scenario
Manufacturing Steps
Production Order Processing Make-to-Stock (MTS) (145)
See steps in manufacturing scenarios Discrete Manufacturing (Make-to-Stock)
See steps in manufacturing scenarios Discrete Manufacturing (Make-to-Stock)
See steps in manufacturing scenarios Discrete Manufacturing (Make-to-Stock)
See steps in manufacturing scenarios Discrete Manufacturing (Make-to-Stock)
Delivery Due List
Process orders due for delivery
Shipping VL10I Delivery Due List printed, Deliveries created, Warehouse Transfer Order created
Picking (optional)
Only required w/o Lean WM processing
Warehouse Clerk
VL02N Material is picked
Credit Management Check for Delivery note
Credit Management (108)
See Credit Management Check
See Credit Management Check
See Credit Management Check
See Credit Management Check
Post Goods Issue
Material must be available in stock
Warehouse Clerk
VL06O Goods issue is posted. System prints delivery note and bill of lading
Billing Accounts receivable
VF04 System generates invoice for billing.
Plant Closing
Period end closing “general” Plant (181)
See Period end closing “general” Plant scenario
See Period end closing “general” Plant scenario
See Period end closing “general” Plant scenario
See Period end closing “general” Plant scenario
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Process step External process reference
Business condition
Business role
Transaction code
Expected results
Company Closing
Period end closing in financial accounting (159)
See Period end closing in financial accounting scenario
See Period end closing in financial accounting scenario
See Period end closing in financial accounting scenario
See Period end closing in financial accounting scenario
4 Process Steps
4.1 Sales Order Entry
UseYou have received a request for a make-to-order sales order. In this activity, you enter the sales order.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Sales and Distribution Sales Order Create
Transaction code VA01
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu Sales Sales Orders Sales Order Processing Create Sales Order
2. On the Create Sales Order: Initial Screen, enter the Order type OR (Standard Order) and choose Enter. (You can optionally enter organizational data.)
3. On the Create Standard Order: Overview screen, make the following entries:
Field name Description User action and values Comment
Sold- to Party 100000 (w/o credit limit)
100003 (with credit limit)
Any other customer could be used
PO number MTO Order Example
Material Number
F1000 Finished Good MTO VCConfigurable
(may be replaced by new material after configuration is completed)
Order Quantity
10
4. Choose Enter.
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You can make your user settings for variant matching either in the configuration profile or in the Characteristic Value Assignment screen. In the configuration profile, choose Settings or, in the sales order in the Characteristic Value Assignment screen, choose (SAP NWBC: More... View Settings, and choose Variant Matching tab page.If you select the Type matching on request checkbox, you can carry out variant
matching on the Characteristic Value Assignment screen by choosing .If you select the Perm. Type matching checkbox on the Variant matching tab page, the material number of the variant is displayed on the Characteristic Value Assignment screen, as soon as the system has found a material variant with a matching value assignment. For this scenario, please select Perm. Type matching checkbox.
For Strategy, if you select the Partial configuration checkbox, the system finds and displays a material, provided that the value assignment partly matches the value assignment of the material variant; if you select the Complete configuration checkbox, the system will only find a material if the value assignment is complete and all the characteristic values match. In this scenario, please select Complete configuration checkbox. Entries can be confirmed or saved directly.
5. On the Characteristic Value Assignment screen, select a value by choosing it from the characteristics value range.
For the following combinations a material variant will be found and replace the configurable material in the sales order.
Char Value
Type of Material Material
Char Value
Type of Packaging
Material variant
PLASTIC NORMAL F1000-P1
METAL NORMAL F1000-M1
GOLDEN NORMAL F1000-G1
GOLDEN SPECIAL F1000-G2
6. When all of the configurable choices have been selected, choose Back.
7. If a material variant can be determined on the Display Material Variants for F1000 screen, select the configurable line item and choose Enter.
In this case the previous configurable material number will be replaced by the new configurable variant that was created. For example, F1000-M1 replaces F1000 if Type of Material Material Metal and Type of Packaging Normal is selected.
If the warning message: Pricing error: Mandatory condition PR00 is missing appears enter condition type PR00 and enter a suitable price. To do so, select the item in the sales order and choose Item Conditions (button at bottom right of screen). Enter PR00 in the column CnTy and enter the price in the column Amount.
8. On the Standard Order: Availability Control screen, confirm the proposed delivery date. To do so, choose Complete dlv.
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9. Choose Save. Make a note of the new sales document number displayed at the bottom of the screen: _________________________. Also make a note of the item number.
The order number is later required in case of initial stock posting.
Optionally, you can change the Header Text to be printed on order confirmation. To do so, select Change Sales Order and choose the menu path (SAP NWBC: More... Go To Header Texts. Choose Header Note 1, enter text and choose Save. You can also change the Item Text to be printed on order confirmation. To do so, choose (SAP NWBC: More... Go To Item Texts. Choose Material sales text, enter text and choose Save. The item text also reflects on customers invoice.
You can also check the delivery date of the items.
10. Choose Back to return to the SAP Easy Access screen (SAP GUI)
Or
Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
ResultThe order is saved and the order confirmation is sent to printer. Demand is created for MRP.
4.2 Reviewing Sales Orders with Delay
UseIn this activity, you check for delayed Sales Orders.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Production Production Planning Demand Management Evaluations Order Report
Transaction code MD4C
2. On the Multilevel Order Report screen make the following entries:
Field name Description User action and values Comment
Sales Order number
The order you created last step
Or enter a specific Sales Order
Material F1000
or
configurable material variant
Finished Good MTO VCConfigurable
(may be replaced by new material after configuration is completed)
Plant 1000
Overall Profile
YSAP00000001
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3. Choose Execute
4. Enter the following organizational data if required.
Field name Description User action and values Comment
Sales Organization
1000 National
Distribution Channel
10 Direct Sales
5. Choose Enter.
6. Confirm upcoming warning messages with Enter.
7. The stock/requirement list shows exceptions by coloring the corresponding line.
8. Choose Back twice to return to the SAP ECC menu.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Production Planner
(SAP_NBPR_PRODPLANNER_S)
Business role menu Production Job Planning Calculation of Multilevel Delay
In a first step you have to run the report RMDMULTILEVELDELAY for calculating the delay times for the sales order items on a multilevel basis in the system. Alternatively, you can use transaction MDML to schedule the report.
1. Select the variant MULTILEVEL_DEL and choose Start Immediately.
2. If there is message Request With Variant Multilevel Started , choose Enter to confirm .
3. Choose Display Scheduling and check the progress.
4. Choose Back.
5. Access the following transaction:
SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Production Supervisor
(SAP_NBPR_PRODPLANNER_M)
Business role menu Production Evaluations Sales Orders with Delay Times
6. Select the active query Sales Order w Delay (Query name as defined in chapter 2.3.1). Make sure the list was refreshed.
7. Select a Sales Order and choose Display Sales Order.
8. Close the Sales Order window to return to the SAP NWBC screen.
ResultYou have checked sales orders that are delayed.
4.3 Credit Management Check for Sales Order
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Credit Management (108)
UseIn this activity, you perform a credit management check for the sales order.
This activity is only necessary if you want to choose customer 100003.
ProcedureTo execute this activity, process the following steps described in the Business Process Documentation of the scenario 108:
Steps to process from scenario Credit Management - 108
Reviewing Blocked Sales Orders
Use the master data from this document.
4.4 Optional: Logistics Planning
Logistics Planning (144)
UseIn this activity, you perform logistics planning. This step is optional, and only needs to be run when executing the annual operating planning or the periodic sales planning.
ProcedureComplete all activities described in the Business Process Documentation of the scenario:
Logistics Planning (144)
To proceed this steps please use the master data listed in the table below:
Master data Value Comments
Material: F1000-P1 Finished Good Plastic normal (MTO)
Material: F1000-M1 Finished Good Metal normal (MTO)
Material: F1000-G1 Finished Good Gold normal (MTO)
Material: F1000-G2 Finished Good Gold Special (MTO)
4.5 Manufacturing Steps (Make-to-Order)
Production Order Processing Make-to-Stock (145)
UseThe purpose of this activity is to create stock (Sales order stock) for material finished goods (F1000-P1 / F1000-M1 / F1000-G1).
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ProcedureTo produce the material and get it into Sales Order stock, perform the following steps described in the Business Process Documentation of the scenario post stock manually (either in unrestricted use or sales order stock) as described below in the section Initial Stock Posting for Finished Good
Production Order Processing Make-to-Stock (MTS) (145):
Material Requirements Planning at Plant Level
Evaluation of the Stock/Requirement List
Procurement of Stock: For procurement of the subcomponents you can either execute the procurement BBs using the master data from this document or post stock manually (either in unrestricted use or sales order stock) as described below in the section: Initial Stock Posting for Semifinished Good / Raw Materials
Create Production Orders for final assembly
Material Staging for final Assembly
Releasing Production Order for Final Assembly
Picking Components
Confirming Assembly
Final Confirmation
Posting Goods Receipt for Production Order
Use the master data listed in the table below:
Master data Value Comments
Material: F1000-P1 Finished Good
Material variant, Plastic,Foiled
Material: F1000-M1 Finished Good
Material variant, Metal,Foiled
Material: F1000-G1 Finished Good
Material variant, Golden,Foiled
Material: F1000-G2 Finished Good
Material variant,Golden, Special
Initial Stock Posting for Finished Good
Initial stock posting not required in case you want to play through the complete manufacturing processes for the individual materials allocated in the BOM structure.
Either you post initial stock for the finished goods or for the semifinished goods / raw materials in the next step. In case you post stock for the finished goods no production order processing steps are required.
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
Transaction Code MIGO
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Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Consumption and Transfers Other Goods Movement
2. On the initial screen, ensure that in the top left corner of the screen, the first field choose Goods Receipt and the second field choose Other. Make following data and choose Enter. If dialog box about tips appears, choose Enter ignoring it.
Field name Description User action and values Comment
Movement Type 561
Special Stock E
Check if special stock indicator is required. To do so check the stock requirement situation for missing components using the Stock/Requirement List
3. On the Header Data, on General tab page, enter the following data:
Field name Description User action and values Comment
Document date <previous month>
Posting date <previous month>
4. On the Material tab page, enter the material number <enter Material number from table below>.
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To enter more items than listed on the entry screen, choose Create to open a blank page.
Use standard storage locations provided below or personalized values.
Material Material type Quantity Unit SLoc Sales order
Finished Good (Material Variants) (F1000-P1 or F1000-M1 or F1000-G1) FERT 10 PC
1030 (Shipping Lean WM)
Enter sales order number and Sales Order Item number if you selected special stock indicator “E”.
You have noted down the sales order number and item number in step “Sales order entry”
5. If a serial number profile is defined in the material master, On Serial Numbers tab page. Either you can enter the numbers manually or you choose Create Serial Number automatically checkbox.
6. If batch management is activated in the material master, On the Batch tab page. you can enter a batch number in the Batch field. If you don’t enter a number, after choosing Enter the Automatic batch number allocation window appears. Confirm it by choosing Yes.
7. If the material has a Minimum Remaining Shelf Life, On the Batch tab page. You have to enter the Date of Manufacture in the Date of Manufacture field or the Shelf Life Expiration / Best-Before Date in the SLED/BBD field.
8. Choose Enter.
9. Choose the Items OK checkbox.
10. Choose Post (Ctrl+S).
11. Choose Back to return to the SAP Easy Access screen (SAP GUI).
Or
Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Initial Stock Posting for Semifinished Good / Raw Materials
Initial stock posting not required in case you want to play through the complete procurement processes for the individual materials allocated in the BOM structure.
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
Transaction Code MIGO
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
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Business role Warehouse Clerk
(SAP_BPR_WAREHOUSESPECIALIST-S)
Business role menu Warehouse Management Consumption and Transfers Other Goods Movement
2. On the initial screen, ensure that in the top left corner of the screen, the first field choose Goods Receipt and the second field choose Others. Make following data and choose Enter. If dialog box about tips appears, choose Enter ignoring it.
Field name Description User action and values Comment
Movement Type 561
Special Stock E
Check if special stock indicator is required. To do so check the stock requirement situation for missing components using the Stock/Requirement List
3. On the Header Data, in General tab page, enter the following data:
Field name Description User action and values Comment
Document date <previous month>
Posting date <previous month>
4. On the Material tab page, enter the material number <enter Material number from table below>.
To enter more items than listed on the entry screen, choose Next Item at bottom of screen for create to open a blank page.
5. On the Quantity tab page, enter an amount, <enter quantity from table below>.
6. On the Where tab page, enter plant 1000 storage location <enter storage location from table below>. Choose Enter. Enter sales order number and Sales Order Item number if you selected special stock indicator E. Choose Enter.
Use standard storage locations provided below or personalized values.
Material Material type Quantity Unit SLoc Sales order
Semifinished Good (S21, S25, S2301, S2302, S2303)
HALB 20 NOS 1020(Shop floor)
Enter sales order number and Sales Order Item number if you selected special stock indicator “E”
You have noted down the sales order number in step “Sales order entry”
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Material Material type Quantity Unit SLoc Sales order
Any Raw Material (R20, R27, R1601, R1701, R1801, R1602, R1702, R1802, R1603, R1703, R1803,
ROH 20 NOS 1050(Stores)
Enter sales order number and Sales Order Item number if you selected special stock indicator “E”
You have noted down the sales order number in step “Sales order entry”
R28 ROH 20 KG 1050 (Stores)
Enter sales order number and Sales Order Item number if you selected special stock indicator “E”
You have noted down the sales order number in step “Sales order entry”
7. If a serial number profile is defined in the material master, On Serial Numbers tab page. Either you can enter the numbers manually or you choose Create Serial Number automatically checkbox.
8. If batch management is activated in the material master, On the Batch tab page, you can enter a batch number in the Batch field. If you don’t enter a number, after choosing Enter the Automatic batch number allocation window appears. Confirm it by choosing Yes.
9. If the material has a Minimum Remaining Shelf Life, On the Batch tab page. You have to enter the Date of Manufacture in the Date of Manufacture field or the Shelf Life Expiration / Best-Before Date in the SLED/BBD field.
10. Choose Enter.
11. Choose the Items OK checkbox.
12. Choose Post (Ctrl+S).
13. Choose Back to return to the SAP Easy Access screen (SAP GUI).
Or
Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
ResultInitial stock for the materials was posted to sales order stock. Make a note of the material document number.
4.6 Delivery Due List
UseIn this activity, you create the delivery due list.
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Procedure1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Logistic Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Collective Processing of Documents Due for Delivery Sales Order and Purchase orders (Schedule Lines)
Transaction code VL10I
2. On the first screen, enter the appropriate variant (if already created), or enter the following information:
Field name Description User action and values Comment
Shipping point 1000 Production Plant
Delivery creation dates (to/from)
<to date> and <from date> Enter these dates OR the Calculation rule, but not both
CalcRule <calculation rule> Enter the above dates OR the Calculation rule, but not both
3. Choose Execute.
4. Select the order item for which you want to create a delivery.
5. Choose Dialog to create deliveries in foregroundmode.
6. On the Delivery Create : Overview screen, check the following information:
Field name Description User action and values Comment
Storage location 1030 Shipping storage location
Maintain if storage location is missing
7. Choose Save. Make a note of the new delivery document number displayed at the bottom of the screen: __________
8. Choose Back twice.
If you do not want to use Lean Warehouse Management (WM), please choose a storage location Shipping w/o Lean WM (e.g. 1040) by using the following path: Goto Item Shipping. Enter the selected storage location (e.g. 1040) in field Stor. Location.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery
1. On the Delivery Due Orders tab page, make the following entries (make sure the criteria selection is opened):
Field name Description User action and values Comment
Shipping 1000
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Point
2. Choose Apply (refresh the current query if necessary).
3. Select the order you created in the previous process steps (item).
4. Choose Creation in Background.
5. You can see message: Delivery <delivery number> has been saved.
At delivery creation, the scenario-settings check availability using available inventory and replenishment lead time. Without sufficient stock, the created delivery has no confirmed quantities therefore it does not start the warehouse management picking process.
As soon as there is sufficient stock at delivery creation, the system creates a delivery with further picking process in warehouse management.
If you want to avoid open deliveries, please ensure that there is sufficient inventory quantity at delivery creation. Additionaly you have the following options to restrict the creation of deliveries with no confirmed quantities.
You may increase replenishment lead time which is used during the availability check (has to be larger than the selection period used for delivery creation).
You may change the customizing settings for the incompleteness procedure for delivery creation, so that only complete deliveries may be saved
You may change the customizing settings for the used delivery-item-categorie. The field Check quantity 0 has to be adapted to B = Situation rejected with an error message.
ResultThe Delivery Due List is printed, the deliveries are created, and the Warehouse Transfer Order is created.
4.7 Picking (Optional)
UseThe picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.
PrerequisitesThis step is to be used if lean WM has not been activated or you choose a storage location for shipping without Lean WM.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Lists and Logs Outbound Delivery Monitor
Transaction code VL06O
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Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery Outbound Delivery Monitor
2. On the Outbound Delivery Monitor screen, choose For Picking.
3. On the Outbound Deliveries for Picking screen, make the following entry:
Field name Description User action and values Comment
Shipping Point <shipping point>
4. Select the Only Picking without WM checkbox.
5. Choose Execute.
6. Select your delivery note and More… Choose Subsequent Functions Picking Output.
7. On the Outbound from Picking screen select your delivery note and choose Execute.
Alternative Option: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery
1. On the Picking List (without WM) tab page, make the following entries:
Field name Description User action and values Comment
Shipping Point 1000
2. Choose Apply (refresh the current query if necessary).
3. Select your delivery note and choose Display.
4. From the menu choose, More… Subsequent Functions Output from Picking.
5. To confirm the dialog box, choose Enter.
6. On the Output from Picking screen, choose Execute.
7. On the Output from Picking screen, select your delivery note and choose Execute.
8. Choose Back to return to the SAP Easy Access screen (SAP GUI)
Or
Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
ResultThe picking list EK00 has been printed and the picking quantity at delivery item level has been updated with the requested delivery quantity.
4.8 Credit Management Check for Delivery Note
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Credit Management / Set Credit Limit (108)
UseIn this activity, you perform a credit management check for the delivery note.
This activity is only necessary if you want to choose customer 100003.
ProcedureComplete all activities described in the Business Process Documentation of the scenario:
Credit Management / Set Credit Limit (108)
Use the master data from this document.
4.9 Posting Goods Issue
UseIn this activity, you post a goods issue.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Logistic Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Lists and Logs Outbound Delivery Monitor
Transaction code VL06O
2. Choose For Goods Issue.
3. Choose Shipping Point 1000, and then choose Execute.
4. Select the deliveries to be processed, and then choose Post goods issue.
5. Confirm the actual goods movement date (Act Gds Mvmnt Date) and choose Enter.
6. Choose Back to return to the SAP Easy Access screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
1. Access the transaction choosing one of the following navigation options:
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery
2. Select the tab page Due for Post Goods Issue.
3. Enter the Shipping Point / Receiving Pt: 1000 and choose Apply (refresh the current query if necessary).
4. Select your Delivery.
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5. Choose Goods Issue.
6. Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
ResultThe goods issue is posted. The system prints a delivery note and a bill of lading.
Debited Accounts Credited Accounts
Cost of Goods Sold Inventory
4.10 Billing
UseIn this activity, you handle billing.
Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing the following navigation options:
SAP ECC menu Logistics Sales and Distribution Billing Billing Document Process Billing Due List
Transaction code VF04
2. On the Create Billing Document screen, choose Billing due list.
3. Enter relevant search criteria, select the Delivery-Related flag and deselect the Order-related flag and choose DisplayBillList (F8).
4. Select a row and choose Individual Billing Document.
5. Choose Save.
6. Choose Back to return to the SAP Easy Access screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Billing Administrator
(SAP_NBPR_BILLING_S)
Business role menu Sales Billing
1. On the Billing screen, choose Billing Due List tab page or the Billing Due List query (refresh the current query if necessary).
2. Enter the relevant search criteria; select the Delivery-Related flag. Choose Apply.
3. Mark the lines with the sales documents you want to bill then choose Billing in Background.
4. The system provides you with a list of the created billing documents.
5. Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
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The system generates an invoice for billing.
Debited Accounts Credited Accounts
Customer Revenue
Sales discounts Sales tax payable
Freight Outgoing - Recovery
5 Follow-up Processes
Period End Closing “General” Plant (181)
UseThe Plant/Central closing process is done to make sure that all financial postings are made to represent the plant(s) activity for the period. Daily activity in the plant is posting various financial documents into the general ledger and cost-controlling module. This process makes sure that all activity in the plant is shown correctly, and that no financial postings are missing. Some data (total stock value, total stock, valuation class, price control indicator, and price unit) are managed by period. For these values, and goods movements, to be posted to the correct period, the period must be set whenever a new period starts. Management reporting needs to receive plant information with reference to variances, WIP, and scrap to allow for the correct reporting of these figures. The production/process orders that are no longer active need to be flagged as ‘closed’ so that future postings will not be allowed. This process ends by flowing into the Central Closing process that finishes the financial reporting of the company.
This BBD covers the period end closing for product cost controlling by period and product cost controlling by order. The procedures for Product Cost by Order are the same regardless of whether a manufacturer uses process orders or production orders. When differences occur, a special note provides clarification.
PrerequisitesTo run through this scenario, the following business conditions have to be fulfilled:
- purchase order invoices have to be posted
- blocked purchase order invoices have to be released
- all goods shipped in previous periods have been posted
- all goods movements have been posted
- all production confirmations have been posted.
ProcedureComplete all activities described in the Business Process Documentation of the scenario:
Period end closing “general” Plant (181)
Please use the master data from this document.
Period End Closing in Financial Accounting (159)
UseClosing operations are periodic tasks and can be subdivided in FI as follows:
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Day-end closing
Month-end closing
Year-end closing
The closing operations component helps you prepare and carry out the activities required for day-end, month-end, and year-end closing. For this purpose, the system provides a series of standard reports that you can use to generate evaluations and analyses directly from all of the posted account balance. The system helps you carry out the following:
Creating the balance sheets and P&L statements
Document the posting data
No additional postings are required for day-end closing.
You can use the following evaluations for day-end closing and for documenting the posting data:
Compact-Document journal
Evaluation of the documents that have not been posted
To carry out the closing operations in G/L accounting, you first need to carry out the closing operations in the subledger accounting areas you are using. These include:
Accounts receivable and accounts payable accounting
Inventory accounting
Asset accounting
Year-end closing is split into two phases:
At the beginning of the new fiscal year, you open new posting periods and carry forward the balances from the previous year.
You then prepare and create the financial statements and document the business transactions using the balance audit trail.
The SAP system offers a range of reports with which you can carry forward balances into the new fiscal year. During this process, the profit and loss accounts are carried forward to one or more retained earnings accounts. The balances of the balance sheet accounts are simply carried forward into the new fiscal year. You do not have to create special opening financial statements.
Any postings you make in the old fiscal year automatically adjust the relevant carry-forward balance. You do not have to close the old fiscal year and carry out the closing postings before opening the new fiscal year.
As with month-end closing, you can create all the external reports required, document the posting data, and carry out the internal evaluations.
ProcedureComplete all activities described in the Business Process Documentation of the scenario:
Period end closing in financial accounting (159)
Use the master data from this document.
6 Appendix
6.1 Reversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.
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Sales Order Entry
Transaction code ( SAP GUI) VA01
Reversal: Delete Sales Document
Transaction code ( SAP GUI) VA02
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu Sales Sales Orders Sales Order Processing !!! Change Sales Order
Comment Select menu Sales Document Delete
Delivery Process
Transaction code ( SAP GUI) VL01N
Reversal: Delete Delivery
Transaction code ( SAP GUI) VL02N
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery !!! Change Delivery - VL02N NEW
Comment Select menu Outbound Delivery Delete
Picking
Transaction code ( SAP GUI) VL06O
Reversal: Remove Picking Quantity from Delivery Item
Transaction code ( SAP GUI) VL02N
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery !!! Change Delivery - VL02N NEW
Comment
Post Goods Issue
Transaction code ( SAP GUI) VL02N
Reversal: Reverse Goods Issue.
Transaction code ( SAP GUI) VL09
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery !!! Cancel Goods Issue for Delivery Note
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Comment
Billing
Transaction code ( SAP GUI) VF04
Reversal: Cancel Billing document
Transaction code ( SAP GUI) VF11
Business role Billing Administrator
(SAP_NBPR_BILLING_S)
Business role menu Sales Billing Cancel Billing Document
Comment Go to transaction VF11, enter the relevant billing document number, choose Enter and save your result. An invoice cancellation document has been created balancing the original invoice.
6.2 SAP ERP Reports
UseThe table below lists the reports that you can use to obtain additional information on this business process.
You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:
Financial Accounting: SAP ERP Reporting for Accounting (221)
Logistics Processes: SAP ERP Reports for Logistics (222)
Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.
ReportsReport title Transa
ction code
NWBC Business role
Business role menu
Comment
Multilevel Order Report
MD4C Production Supervisor
Production Evaluation Sales Orders with Delay
A list of Sales Orders with Delay Times
List of Sales Orders VA05 Sales Manager Sales Sales Orders Reports List of Sales Orders
A list of all selected sales orders is displayed.
List Billing Documents
VF05 Sales Manager Sales Sales Orders Reports List Billing Documents
A list of all selected billing documents is displayed.
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Orders within Time Period
SD01 Sales Manager Sales Sales Orders Reports Orders Within Time Period
A list of sales orders within a specific time period
Incomplete SD Documents
V.02 Sales Manager Sales Sales Orders Reports List of Incomplete Sales Orders
A list of all incomplete documents on the basis of the specified selection criteria is displayed.
Outbound delivery monitor
VL06O Warehouse Manager
Warehouse Management Warehouse Monitoring Monitor Outbound Delivery Process Outbound Delivery Monitor
Monitor for collective processing of deliveries and for obtaining information on general shipping processing.
6.3 Used Forms
UseIn some of the activities of this business process, forms were used. The table below provides details on these forms.
Common form name
Form type Used in process step
Output type
Technical name
Order Confirmation
Smart Form Sales Order Entry BA00 YBIN_SDORC
Delivery Note Smart Form Post Goods Issue LD00 YBIN_SDDLN
Sales Invoice Smart Form Billing RD00 YBIN_SDINV
Pick List SD SAPscript Picking (optional) EK00 YB_SD_PICK_SINGL
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