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EHP7 for SAP ERP 6.0

July 2014

English

Perishables Buying (723)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Perishables Buying (723): BPD

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Cross-references to other documentation.

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Contents

1 Purpose.................................................................................................................................. 6

2 Prerequisites.......................................................................................................................... 7

2.1 Master Data and Organizational Data.............................................................................7

2.2 Checking User Parameters...........................................................................................10

2.3 Roles............................................................................................................................. 10

2.4 NWBC Perishable Procurement Work-Center...............................................................11

2.4.1 Perishable Procurement Work-Center Process Overview......................................11

3 Process Overview Table and Flow for Work Center.............................................................11

3.1 Process Overview Table for Work Center.....................................................................11

3.2 Work Center Flow..........................................................................................................13

4 Process Steps......................................................................................................................13

4.1 Area of Responsibility....................................................................................................13

4.2 Article Range................................................................................................................. 15

4.3 Work Overview..............................................................................................................17

4.4 Status Monitor...............................................................................................................19

4.5 Perishable Procurement (Push Scope Item).................................................................20

4.5.1 Procurement List - Create Vendor Purchase Order...............................................20

4.5.2 Goods Receipt Purchase Order in the Distribution Center.....................................23

4.5.3 Creating Stock Transport Order (in Push Scope Item)...........................................24

4.5.4 Collective Processing of Delivery Documents........................................................26

4.5.5 Outbound Deliveries for Picking.............................................................................27

4.5.6 Outbound Deliveries for Goods Issue - Post Goods Issue.....................................28

4.5.7 Receipt of Stock Transport Order...........................................................................28

4.6 Perishable Procurement (Pull Scope Item)....................................................................29

4.6.1 Creating Stock Transport Order.............................................................................29

4.6.2 Status Monitor – Recipient Order Review..............................................................31

4.6.3 Creating Vendor Purchase Order Based on Recipient Demand............................31

4.6.4 Goods Receipt Purchase Order in the Distribution Center.....................................33

4.6.5 Distributing Product Based on Recipient Orders (PULL)........................................34

4.6.6 Collective Processing of Delivery Documents........................................................35

4.6.7 Outbound Deliveries for Picking.............................................................................36

4.6.8 Outbound Deliveries for Goods Issue - Post Goods Issue.....................................36

4.6.9 Receipt of Stock Transport Order...........................................................................37

4.7 Distribution Strategies...................................................................................................38

4.7.1 Distribution Fair Share Rules.................................................................................39

4.8 Monitor Goods Receipt..................................................................................................39

4.9 Monitor Demands..........................................................................................................40



4.10 Article Substitution (optional).....................................................................................41

4.11 Searching Purchase Orders (optional).......................................................................42

4.12 Changing Purchase Orders (optional).......................................................................43

4.13 Search Sales Orders (optional)..................................................................................43

4.14 View Buyer Settings...................................................................................................44

4.15 Vendor Evaluation.....................................................................................................45

4.15.1 Evaluation: Integrate SAP BW into Perishables Planning......................................45

4.15.2 Initial Maintenance of Vendor Evaluation...............................................................45

4.15.3 Executing Automatic Reevaluation.........................................................................46

4.15.4 Maintaining Vendor Evaluation...............................................................................47

4.15.5 Comparing Market Prices.......................................................................................49

4.15.6 Executing Automatic Reevaluation.........................................................................49

4.16 Analyses Relating to Vendor Evaluation....................................................................50

4.16.1 Executing Evaluation Comparison.........................................................................50

4.16.2 Displaying Ranking Lists........................................................................................51

4.16.3 Executing Evaluation of the Article/Merchandise Category....................................51



Perishables Buying

1 PurposeThe fresh items procurement scope item describes the procurement and distribution of perishable products, utilizing the new Perishable Procurement Work-Center and NWBC. Procuring and distributing perishables is a dynamic process that takes place under extreme time pressure and requires a lot of experience from a seasoned perishable buyer. The freshness and appearance of the products directly influence sales. Therefore, it is essential that the time between procuring and selling the perishable product is as short as possible.

The strength of the new Perishable Procurement Work-Center is flexibility and user friendly approach in accomplishing the business process of procuring and distributing perishable stocks. The variety of manual adjustments and the possibility to switch easily between push and pull strategies and make adjustments within each strategy, makes the work center a powerful tool for the perishable buyer.

The special functions and processes described herein for planning, procuring and issuing articles enable streamlined, optimized logistics for perishable products. The functions and processes support decision-making by allowing you to carry out a speedy analysis of requirements and the current market situation. You can also use them as a quick and easy tool for ordering articles. The functions described herein are not restricted to perishables products. They can also be used for articles marketed by several different vendors.

The subsequent process of vendor evaluation helps you to optimize your article procurement, as well as making it easier for you to select sources of supply and continuously monitor existing supply relationships. The precise information it offers about the lowest prices and about terms of payment and delivery guarantees competitiveness.

Food vendors’ assortments have changed in recent years as a result of the increased attention to a healthy diet and the trend towards convenience foods. The procurement and distribution market for perishables is characterized by short shelf life data and varying product quality, not to mention heavy fluctuations in supply and demand. The particular sensitivity of the goods places heavy demands on the handling process. Guaranteed efficiency of logistics and preference in purchasing and processing are as vital for these products as continuous quality assessment.

Perishables are a special group of articles characterized by a short shelf life. They are offered by several vendors, each of whom has a limited delivery capacity. The following are typical examples of perishable products:

Fruit and vegetables

Meat and poultry

Fish and sea foods

Dairy products

Flowers

Perishables processing continues to be characterized by heavily fluctuating daily data. Weather conditions influence demand, price and delivery quantity. It is vital to have a vastly experienced purchasing department with a trained eye; otherwise product quality and thus sales potential may suffer considerably.

SAP Best Practices for Retail contains the master data and customizing settings required to demonstrate and use SAP Retail’s special planning, procurement and issue functions and streamlined, optimized logistics for perishables. They allow speedy analysis of requirements and the current market situation. The new Perishable Procurement Work-Center system allows you to order articles quickly and distribute easily to recipient stores or customers.

© SAP SE of 8


Support for Push and Pull Procurement Processes

The Perishables Procurement Work-Center satisfies the requirements of both push and pull processes. In the case of a push process, you can use the Distribution List to distribute the total quantity of an ordered article to your stores. You can use the system to determine the quantity to be distributed by means of Distribution Strategies or manually adjust quantities to meet business requirements. As for pull processes, the existing store purchase orders serve as a basis for this. Follow-on functions such as cross docking and flow-through are possible for both push and pull processes when merchandising distribution configuration of distribution profiles is defined.

The perishable buyer utilizes the Perishable Procurement Work-Center as the central tool to manage perishable article and vendor data, create/review/change external purchase orders to vendors, create/review/change internal purchase orders to stores, create/review/change sales orders for customers, and create/review/change distributions to stores. The Perishable Procurement Work-Center is utilized to satisfy both pull procurement requirements and push procurement requirements for recipient stores or customers.

A perishable buyer in the distribution center or corporate headquarters utilizes the Work-Center for Perishables Procurement as a tool to consolidate article, vendor and purchasing data required to manage perishable decisions for perishable products across the company. Areas of Responsibility and Product Range define articles within a perishable buyer’s responsibility, and Buyer Settings define vendors, supplying sites, and recipient sites for each perishable buyer.

2 Prerequisites2.1 Master Data and Organizational DataDefault 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 articles, vendors, stores sites, distribution centers and customers.

The business process is enabled with this organization-specific master data, examples are provided in the next section.

Additional Default Values

You can test the scope item with other SAP Best Practices default values that have the same characteristics.

Check your SAP Retail system to find out which other article master data exists.

Using Your Own Master Data

You can also use customized values for any article 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:

Master / org. data Value Master / Org. data details

Article 1 PCS-05-ART311, Peaches Single Article

Article 2 PCS-05-ART312, Pineapple Single Article



Article 3 PCS-05-ART313, Apples Single Article

VENDOR 1 PCS-V311, Perishable Food Retailer

VENDOR 2 PCS-V312, Perishable Food Delivery Center

Store 1 Store M001 Site Profile P120 Store with inter-comp billing

Store 2 Store M002 Additional sites may be selected

Distribution Center 1 VZ01 BP VZ Site Profile P100 Distribution Center

Distribution Center 2 VZ02 BP VZ

Customer PCS-C301 Perishable Customer 1

ECATT Z_US_VENDOR_EVALUATION

Additional Master Data changes

To test this scope item step by step receiving the expected results, the planned delivery time in days for each perishable article must be 0 for all recipient sites. Also the replenishment type (RP Type) must be ND. Execute transaction SE16, table MARC for each article and verify the following data.

MATNR WERKS DISMM PLIFZ

PCS-05-ART311 M001 ND 0

PCS-05-ART311 M002 ND 0

PCS-05-ART311 M004 ND 0

PCS-05-ART311 M005 ND 0

PCS-05-ART311 R100 ND 0

PCS-05-ART311 R120 ND 0

PCS-05-ART311 VZ01 ND 0

PCS-05-ART312 M001 ND 0

PCS-05-ART312 M002 ND 0

PCS-05-ART312 M004 ND 0

PCS-05-ART312 M005 ND 0

PCS-05-ART312 R100 ND 0

PCS-05-ART312 R120 ND 0


PCS-05-ART313 M001 ND 0



PCS-05-ART313 M002 ND 0

PCS-05-ART313 M004 ND 0

PCS-05-ART313 M005 ND 0

PCS-05-ART313 R100 ND 0

PCS-05-ART313 R120 ND 0


UseOnce the master data is verified, you can continue the process from section 2.2. Otherwise, make the following change.

Procedure1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP Retail menu Logistics Retailing Master Data Article Data Article Change

Transaction code MM42

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Retail Masterdata Specialist

(SAP_NBPR_MASTERDATA_RT_S)

Business role menu Master Data Article Article Master Data Change Article

2. On the Change Article (Initial Screen), make the following entries and choose Enter:

Field name Description User action and values Comment

Article PCS-05-ART311PCS-05-ART312PCS-05-ART313

3. Choose View Logistics:Distribution Center.

4. Choose Enter.

5. On the Change Article(Logistics: Distribution Center)screen, make the following entries:


RP Type ND

Pl. Deliv. Time 0

6. Choose View Logistics:store tab page.

7. On the Change Article(Logistics: Store) screen, make the following entries:


RP Type ND

Pl. Deliv. Time 0

8. Choose Save.



In addition, you have to make some settings to control the store purchase order for automatic purchase order generation. The ‘Normal” procurement processing method is utilized in the document examples, if distribution of the perishables involves Cross- Docking, these settings will also have to be made in the system (see Customizing Guide 743 (Merchandise Distribution)).

Vendor evaluation uses basic articles management data such as delivery dates, prices and quantities, and stock management data such as goods receipts.

2.2 Checking User ParametersUseIn this step, check the user parameters and the default settings.

Procedure1. On the SAP Easy Access screen, choose Customize Local Layout (Alt+F12), and select

Options….

2. In the Options dialog box, select Interaction Design Visualization 1.

3. Make sure the field of Show keys within dropdown Lists is selected.

4. Choose OK.

5. Access the activity using one of the following navigation options:

Transaction code SU3

Toolbar menu System User Profile Own Data

6. On the Defaults tab, make the following entries:

Field name Description User actions and values Comment

Start menu W10T Fixed Values

Decimal Notation X 1.234.567,89 Fixed Values

Date Format 1 DD.MM.YYYY Fixed Values

7. Save the entries.

2.3 RolesUseThe following roles must have already been installed to test this scope item in the SAP Netweaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scope item. You only need these roles if you are using the NWBC interface.

PrerequisitesThe business roles have been assigned to the user who is testing this scope item.

Business Role Technical Name Process Step

Retail Perishable SAP_NBPR_PERISHBUY_MAN_RT_S Various



Business Role Technical Name Process Step

Buyer

Store Manager SAP_NBPR_INSTORE_MIM_RT_S Various

Retail Warehouse Manager

SAP_NBPR_WAREHOUSE_RT_S Various

Retail Purchaser SAP_NBPR_NONSEASBUYER_RT_S Various

Purchaser SAP_NBPR_PURCHASER_S

2.4 NWBC Perishable Procurement Work-Center 2.4.1 Perishable Procurement Work-Center Process Overview

The Work-Center for Perishable Procurement is utilized by the perishable buyer as a central tool to:

Manage the perishable buyer’s assortment. The work-center includes the ability to define and adjust procurement of perishable articles in each buyer’s Area of Responsibility/Article Range.

Decide what vendors are selected to meet demand. Both primary and secondary vendors may be utilized in the procurement process.

Determining purchase quantities in Procurement List. The Work-Center contains all necessary information the perishable buyer requires in the decision making process of determining purchase quantities; including, demand from store orders or forecast, on hand inventory, on order inventory, sources of supply (vendors), purchase price, and delivery dates.

Manage the distribution of articles to the stores in Distribution List. The Work-Center includes a distribution list where articles are allocated to stores, based on known recipient demand, push distributions, or in special circumstances emergency demand.

For supporting areas, including:o Article Status Monitor, Goods Receipt Monitor, Demand Monitoro Document Searcho Perishable Related Statistical Data Reports o Perishable Buyer Settingso Product Substitution

Work Center Functional Areas

3 Process Overview Table and Flow for Work Center

3.1 Process Overview Table for Work CenterProcess step Business

conditionBusiness Role

Transaction code

Expected results

Area of Responsibility

Define Perishable Buyer Area of Responsibility

Retail Perishable Buyer


User selects supplying sites, selects articles, selects vendors, selects recipients

Article Range Define, edit perishable buyer article range


Article Range User adds/removes articles from articles in procurement and articles planned for



Process step Business condition

Business Role

Transaction code

Expected results

procurement

Work Overview View tasks, notifications, SAP emails


Work Overview

Universal Work List Displays, user reviews tasks, alerts, notifications, SAP email and tracking

Status Monitor Monitor perishable products


Open Status Monitor

Article Status screen displays, user reviews overview of article status

Procurement and DistributionProcurement List

Procure Perishable Product


Procure Articles

Vendor Purchase Order Created

Post Goods Receipt in the Distribution Center

Receive perishable products into supplying site DC

Retail Warehouse Specialist

MIGO Document <no. of the goods receipt document> posted. Note the goods receipt document number.

Procurement and DistributionDistribution List

Distribute Perishable Product


Distribute Articles

Store Stock Transport Order Created

Post Goods Issue to store

Create delivery, Pick, Pack and Ship product to recipient


VL06P

VL06G

Document <no. of the delivery document> posted. Note the delivery document number.

Post Goods Receipt in the Store

Receive stock at recipient site


MB01 Recipient receives stock into store inventory

Monitor Goods Receipt

Monitor posted goods receipts and pending receipts


Monitor Goods Receipt

User monitors, posted goods receipts and articles to be received

Monitor Demands

Monitor recipient demand, customer demand


Monitor Demands

User monitors recipient orders, received customer orders, received orders for user ID

Article Substitution

Review, edit product substitutions


Display Substitution Worklist

Delete Substitution Worklist

Edit Substitution Worklist

Edit Substitution

User displays, deletes, edits, substitution worklist and substitution assignments.



Process step Business condition

Business Role

Transaction code

Expected results

Assignments

Search Purchase Orders

Purchase order search


Search Purchase Orders

User searches for purchase orders

Change Purchase Order

Purchase order change


Change Purchase Order

User changes purchase order

Search Sales Order

Sales order search Retail Perishable Buyer

Search Sales Order

User searches for sales order

View Buyer Settings

View perishable buyer settings, article, site, vendor


View Buyer Settings

User reviews buyer settings, articles, supplying sites, vendors, recipients

3.2 Work Center Flow Material Status Monitor

Monitor Daily Requirements

Monitor Open Orders and Inventories

Identify Shortage and Surplus

Procurement List

Plan Procurement by Product

Plan Procurement by Vendor

Create Purchase Order

Distribution List

Plan & Initiate Distribution Process for Recipients

Create/Change Stock Transfer Orders


Add further Productions & Vendor

Material Range

Select Products for Procurement

Plan Products for Future Procurement

Add Products from othere Buyers

4 Process Steps4.1 Area of ResponsibilityUse



The Area of Responsibility clearly defines the articles, supplying sites, vendors and recipients a perishable manager/buyer is responsible for procuring and distributing perishable products. Within the manager/buyer’s Area of Responsibility, articles, supplying sites, vendors and recipients can be added, and/or removed to meet business requirements.

Procedure1. Access the transaction using the following navigation option:


Business role Retail Replenishment Buyer

(SAP_NBPR_PERISHBUY_MAN_RT_S )

Business role menu Perishable Procurement Overview Work Center Services Area of Responsibility

2. Select perishable replenishment buyer user ID.

3. Choose Continue.

4. On the Area of Responsibility for <USER>: Step 1 (Select Supplying Plants) screen, in Supplying Sites field, choose Add and make the following entries:


Site Supplying Site number VZ01 Multiple Supplying sites can be added as needed.

5. Choose Enter.

6. In Purchasing for BP VZ field, make the following entries; and choose Next

POrg Purchasing Organization

PGr Purchasing Group

1000 Einkaufs-Org.1000 100 Gruppe 100

1000 Einkaufs-Org.1000 101 Gruppe 101

7. On the Area of Responsibility for <USER>: Step 2: (Select Articles) screen, within Available Articles field, select the available following data and transfer to Selected Articles by using Add:


Merchandise Category

Merchandise category description

Fruits and Vegetables

MC13102 Merchandise Category selection, selects all articles from merchandise category

Selecting Merchandise Category populates all articles within category.

8. Choose Next.

9. On the Area of Responsibility for <USER>: Step 3 (Select Vendor) screen, from Available Vendors, select the following data and transfer from available vendors to Selected Vendors;




Vendor Vendor Identification PCS-V311, Perishable Food Retailer

Vendor Vendor Identification PCS-V312, Perishable Food Delivery-Center

10. Choose Next.

11. On the Available Recipients screen, select the following data and transfer from available recipients to Selected Recipients;


Recipient Recipient Identification Number

M001 Multiple sites and customers can be assigned to meet business requirements


M002


M004


M005

12. Choose Next.

13. Review/confirm settings for Area of Responsibility.

14. Save and close the Area of Responsibility screen.

15. The message: The Area of Responsibility of <user > was successfully saved, displays.

16. Choose Exit (Shift+F3) to close the transaction (SAP NetWeaver Business Client).

Result The perishable replenishment buyer’s Area of Responsibility is created, and/or maintained. Articles are now available for Article Range selection.

4.2 Article RangeUseThe article range is used to clearly define the perishable replenishment buyer’s articles currently active in procurement as well as articles planned for procurement. This area displays articles from the perishable buyer’s Area of Responsibility, which can be selected for procurement and planned procurement by the user. The user can also quickly access buyer settings from this area.

The article range is also used for a deputy concept. The buyer can take over articles from other buyers temporarily, when needed to meet unplanned business needs.





Business role Retail Replenishment Buyer


Business role menu Perishable Procurement Overview Work Center Services Article Range

2. The Article Range dialog displays.

3. Transfer articles from Article in Area of Responsibility to Article in Procurement. Articles placed in procurement are available for immediate procurement. Articles can be placed in planned for procurement for future procurement activities.

4. Add articles from merchandise category MC13102, select and transfer following data;


Article ID peaches, Spanish, 1KG PCS-05-ART311

Article ID pineapple PCS-05-ART312

Article ID braeburn apples, 6 pack PCS-05-ART313

Based on business requirements, articles from other merchandise categories may be selected for procurement.

5. Verify Materials in Procurement.


Article ID peaches, Spanish, 1KG PCS-05-ART311

Article ID pineapple PCS-05-ART312

Article ID braeburn apples, 6 pack PCS-05-ART313

Based on business requirements, additional articles planned for future procurement activities can be identified.

6. Save and Close. The message: The article range was saved successfully displays.


Result The article range is defined for the perishable buyer. Refresh the Perishable Procurement Work-Center and select Procurement and Distribution. The newly assigned article range displays for the perishable buyer in the Procure Articles list, Distribute Articles list, and Open Article Status monitor.

If the articles defined in the perishable buyer’s AOR/Article range do not display in the procure list, check the article master data settings from the source system. Master data settings; such as RP type, purchase group, planned delivery days, distribution profile, and planner must be set according to customizing settings.



4.3 Work Overview Use The Work Overview or universal work list is flexible to each client and based on work flow settings. Any task, alert or work flow notification can be viewed by the individual perishable buyer as a reminder of required actions necessary from the user. The universal work list contains multiple tabs; work items, alerts, notifications, SAP Office mail and tracking.

This is an overview of a possible client setup.

PrerequisitesWorkflow implementation is required to receive alerts, notifications, tasks, and SAP mail.



Business role Retail Perishable Buyer


Business role menu Perishable Procurement Work Overview

2. On the Work Overview Screen, select Work Items tab.

3. Review work items according to:

New and In Progress Work Items

Work Items Forwarded to Someone

Work Items for Resubmission

Completed Work Items

4. Review Task information according to:

Subject – Identifies the task subject topic. The user can select the task to view additional details.

Sent On – Identifies the date the task was sent to the perishable buyer.

Priority – Identifies the importance level of the task, High, Medium, Low

Due Date – Expected completion date of the task

Status – The current position of the task, such as New, In Progress, Completed.

Forwarded By – Identified user ID if the work item was forwarded by another user.

5. The buyer can complete, edit, forward, or delete a task.

6. You can refresh the screen, create new task, submit memo, view all collaboration tasks, or exit.

Task only display when work flow is implemented

7. On the Lean Workflow Inbox Applic… Screen, select the Alerts tab.



8. Choose Define New Query and make the following entries:


Select Object Type

Message object type Inbox Alerts

Select Existing Query as template

Blank

9. Choose Next.

10. The Maintain Criteria tab displays.

11. Choose Preview criteria personalization.

12. Preview the Alerts current criteria as follows:

Subject – Subject of alert.

Sent On – Date the alert was sent to perishable buyer.

Category – The category of the alert.

Recipients – Recipient of the alert.

Status – Current status of the alert.

13. Close the Preview.

14. Choose Next.

15. Enter the following:


Enter Query Description

Identifies the description of the query to for the perishable buyer.

Company Alerts

Activate Query

Flagged

16. Choose Finish.

17. On the Lean Workflow Inbox Applic… Screen, select the Notifications tab.

18. Review the Notifications criteria as follows:

Priority – Importance Level of the notification, High, Medium, Low

From – Identifies the notification originator

Sent On – The date the notification was sent

Sent At – the time the notification was sent

Title – The notification subject matter title

19. Exit Notifications.



20. The Lean Workflow Inbox Applic… Screen can also be configured to include;

SAP Office Mails

Tracking Information for Key topics

21. Exit the Work Overview.


Result Tasks, Alerts, Notifications, are reviewed or worked by priority and date range.

4.4 Status Monitor UseThe Perishables Buyer starts the daily work by opening the Procurement and Distribution section of the Work Center for Perishable Procurement. The selection displays the distribution centers the perishable buyer is responsible for procuring and distributing products. Three key areas are available to the perishable buyer:

Procure Articles Distribute Articles Open Article Status Monitor

The Article Status Monitor provides the perishable manager/buyer with a current snapshot of information for each distribution center. The monitor includes relevant product key figures such as the stock quantity, order status, open external orders and open recipient orders.

Below the selection boxes, Procure Articles, Distribute Articles, and Open Article Status Monitor, two important indicators display for the perishable procurement manager/buyer:

Received Recipient Orders

Displays demand orders (one per store) received from stores for which the manager/buyer is responsible. The manager/buyer may wait until 90-95% of store orders are received before procuring products.

Received Purchase Orders

Into the distribution centers the manager/buyer is responsible for procuring perishable products.

PrerequisitesActive SAP Retail standard master data, purchase order data, stock transport orders, sales orders, and inventory management functions must be in place for the Perishable Procurement Work-Center monitor to accurately display article data.







Business role menu Perishable Procurement Procurement and Distribution

2. Choose Material Status Monitor.

3. Articles within the perishable buyer’s article range, within the monitor work list, display in the sequence as defined in the article range.

4. The perishable buyer may select to Add or Remove Articles from the Article Status Monitor.

5. From the monitor, the buyer can select the article number, open order quantity, recipient order quantity or the orders created today to view additional details of procurement activity.

6. For emergency situations Quick Procurement and Quick Distribution is available to the perishable replenishment buyer.

7. The perishable buyer may select to export data to local files, filter the list, print the current list or adjust the layout of the status monitor.

8. The buyer can refresh the monitor throughout the day, to check if any goods receipts were posted or orders created.


Result The current snapshot of perishable article data is reviewed by the perishable replenishment buyer.

4.5 Perishable Procurement (Push Scope Item) 4.5.1 Procurement List - Create Vendor Purchase Order

UseThe Procurement List is a user friendly interface for supporting the optimal decision making process regarding perishable product purchase quantity, vendor, price, and delivery date. The list is also connected to statistical reports on demand, such as the sales figures from last week and/or of a certain historical period.

The procurement list is used in the creation of external purchase orders to vendors. This is activated when the Normal radio button is set within the procurement list. The work-center can also be setup to create collective purchase orders based on relative recipient orders or distribution requirements. The collective purchase order generation requires merchandise distribution settings in customizing of distribution profiles and then assignment to supplying sites and articles.

To activate the procurement process, select the article from the planned orders list. Select the details button. The article details are displayed. The appropriate procurement radio button normal, is activated. For every article, the procurement method (via collective order vs. via normal order) is predefined in the system.

The purchase quantities can be planned by article or by vendor directly from the Procurement List. And, the list contains specific perishable products assigned to the article range of the perishable buyer from the Area of Responsibility of perishable products.

The perishable buyer accesses the Procurement List directly from the work center to start the process of perishable procurement. The Procurement List supports the buyer with all necessary information (for example, price, quantity, delivery date etc.) to manage purchasing decisions across the company. The perishable buyer plans and creates the perishable procurement for several products and vendors all within the work-center.



PrerequisitesActive SAP Retail standard master data, purchase order data, recipient stock transport orders, sales orders, forecast demand and inventory management functions must be in place for the Perishable Procurement Work-Center to accurately display article data within the Distribution List.

A warning message may display “There are no active statistical data types”. This is due to no BI connection to client.


SAP NetWeaver Business Client (SAP NWBC) via Business Role



Business role menu Perishable Procurement Procurement and Distribution

2. Choose Procure Materials.

3. The Procurement List screen displays, including header information:

Supplying Site Description

Recipient Order Status

Last Refresh Date and Time

4. The Procurement List displays two tabs (Procurement by Articles or Procurement by Vendors)

5. Select Procurement by Materials tab.

6. From this screen, the buyer can create an order, clear, close, print, and refresh the procurement list.

7. In the Planned orders pane, the buyer can add new line items (allowing for multiple delivery dates), delete articles, add articles (from All Areas of Responsibility), export the list to a local file, or change the list settings and filters of the list.

8. On the Planned Orders list, make the following entries:


Choose Add Article

Article ID Braeburn Apples Select PCS-05-ART313 Manager/buyer selects the article from the left planned orders screen to populate additional article details and makes optimal buying decision.

Delivery Date to SPlt

Default delivery date, based on predefined

Today’s Date Manager/buyer can add the item as a new




delivery days of article/supplying site

This example contains no planned delivery day settings.

item to the planned orders list to select another delivery date. Delivery date is calculated within the system based on planned delivery days.

Order Qty Quick planned order quantity review, based on specified order quantity in the procurement list

Blank Populates when order quantities are entered into the procurement list.

9. Choose Details to expand article procurement details. Review and close details pane.

10. Review existing article data including, current stock quantity, open order quantity, recipient order quantity and make optimal quantity to purchase decision.

11. Procure product PCS-05-ART313 Braeburn Apples from external vendor, Perishable Food Retailer.

12. Select vendor. (The quantity to order could be split between several vendors)


Vendor Name

Vendor description Select Perishable Food Retailer for example, PCS-V311 Pershable Food Retailer

Screen displays vendors available to meet delivery date requirements. Additional vendors may be selected by add vendor selection.

Order Quantity

Quantity ordered from vendor

Enter quantity 200 from Vendor; Perishable Food Retailer

13. Choose Enter and refresh the window.

14. In the Planned Orders list, the Qty field is updated to 200.

15. Choose the Create Order button (external purchase order from vendor).

16. The Order created with message: Standard PO created under number <45XXXXXXXX > for vendor PCS-V311. (notes this purchase order number)


Result External purchase order is created for vendor PCS-V311, Perishable Food Vendor, delivery day today. The Open Order quantity in the Procurement List is adjusted to 200 for Braeburn Apples and the Open Order quantity within the Distribution List reflects adjusted quantity, of 200. And, within the Status Monitor, the Open Orders Created Today field is populated with Display. User can select to display external order created.

Optional Article Setting Review 1. Choose Article Settings.



2. Buyer may review the following:

a. Article Details

Substitution articles

Structured Article components and variants

b. Supplying Site

Set Planned delivery day default for article

Distribution Defaults

a. Vendor

b. Recipient Information

4.5.2 Goods Receipt Purchase Order in the Distribution Center

Use The perishable products ordered from vendor PCS-V311, now arrive in the distribution center and have to be received into the SAP Retail system.



Business role Retail Warehouse Manager

(SAP_NBPR_WAREHOUSE_RT_S)

Business role menu Warehouse Management Receiving Goods movements Other

2. On the initial screen, make the following entries.

Field name Description User action and values

Comment

Executable Action A01 Goods Receipt

Reference Document for MIGO Transaction

R01 Purchase Order

Purchase Order No. of the vendor purchase order created from Procurement List

Movement Type 101 The field is placed on the right side of the first line. Should read GR goods receipt 101

3. Choose Enter.

4. Choose Detail Data. (If the item data is not displayed).

5. Enter the Storage Location 1004.



6. Set flag on Item OK. Mark all items as OK.

7. Choose Check. Ensure item details entered are correct. The message: Document is o.k., displays.

8. Choose Post.

9. Article Document < > is displayed and stock is received into the distribution center.


ResultDocument <no. of the goods receipt document> posted. Note the goods receipt document number. Stock is received into the distribution center.

There are alternative ways of processing the goods receipt: Goods Receipt with reference to order (transactions, ‘MB01’ or 'MIGO') and goods receipt for inbound delivery (transaction 'VL32N' or inbound delivery monitor). Alternatives may not be mixed, because otherwise the document flow may not be recorded correctly (compare OSS note 199703). The Best Practices for mySAP Retail use the first method; however, the other method may be better to meet the demand of some companies.

Excursion: If you want to use the goods receipt processing for the inbound delivery, you can change this with a few customizing settings. The process would then consist of the following steps: Create inbound delivery Put-away for inbound delivery Goods receipt for inbound delivery. In this case, the central tool for the mass processing of documents is the Inbound Delivery Monitor. It is recommended to use the goods receipt for inbound delivery, if the logistic processes in the LES module have to be separated strictly from the other retailing processes, for example, because of a technical or logical separation of these modules.

For more information on the goods receipt for inbound delivery, refer to the SAP Online Documentation under Logistics Logistics Execution (LE) Goods Receipt Process for Inbound Deliveries.

4.5.3 Creating Stock Transport Order (in Push Scope Item)

UseThe perishable buyer utilizes the Distribution List to create stock transport order and push stock to stores based on the equal distribution method. The Distribution List is the central focal point for a perishable buyer when determining the distribution of merchandise to stores. The list combines key figure data, just as perishable articles for the buyer product range, recipient demand order quantity, distribution center stock quantity, and open order quantity. The perishable manager/buyer can add articles to the list as well as recipients, to meet business requirements. From the Distribution List, the perishable buyer can quickly link to additional statistical data for demand; create stock transport orders, sales orders, switch between Procurement List and initiate the external procurement process to vendors from the Distribution List to meet business requirements.

The Distribution List contains Default Distribution Strategies and Fair Share rules designed to help the perishable manager/buyer allocate the required quantities efficiently to the recipients (stores and customers).






(SAP_NBPR_PERISHBUY_MAN_RT_S)

Business role menu Perishable Procurement Procurement and Distribution Distribute Materials

2. The Distribution List displays, including the following header information:

Supplying Site Description

Recipient Order Status

Last Refresh, date and time

3. The Planned Distribution List displays. Review the following:

Goods Issue Date from Supplying Plant (today)

4. Select the PCS-05-ART313 Braeburn Apples article.

5. Choose the Quantity Assignment Details button.

6. Make the following entries to (PUSH) stock to recipients equally utilizing the equal distribution method distribution strategy.


Distribution Strategy

Distribution Strategy utilized to distribute merchandise to stores

Select Equal Distribution The strength of the work center is the flexibility and variety of methods available to distribute stocks to recipient stores and customers.

Distribution Quantity

200

7. Choose Enter (Apply). The message: Distribution Data has changed. Do you want to apply the changes? displays. Select Yes.

8. The delivery quantity is updated equally. In this example, BP site 1, BP site 2, BP site 4, and BP site 5 display 50 PC.

9. Choose OK.

10. The Distribution List displays, and the Braeburn Apples distribution quantity and distribution strategy are updated as follows:

Distribution Quantity = 200

Distribution Strategy = Equal Distribution

11. Choose Distribute. The message: The distribution quantity for some articles is Zero. Would you like to delete the demand documents related to these articles? displays. Select No.

12. The message: Distribution has been carried out” Stock Transp. Order created under the number < 45XXXXXXXX>. Document STO Number displays.

You can also easily navigate to:



a. Procure Articles

b. Edit Article Range

c. Display Article Status Monitor

d. View Buyer Settings

By selecting the supplying site link in the Distribution List header, the perishable buyer can view article, vendor, and recipient data from view of supplying site.


Result Stock transport order is created and follow on processing of deliveries to stores can be scheduled. Refresh the distribution list and the Recipient Order Quantity is populated with new demand for recipient. Likewise, refresh the Article Status Monitor, and the Recipient Order Quantity is adjusted to reflect demand of recipient, if no planned delivery time in days is associated with the perishable article. The Article Status Monitor reflects today’s activity. Also, the procurement List now displays the increased demand for the product with the delivery date of the Stock transfer order.

4.5.4 Collective Processing of Delivery Documents

UseThis activity creates the deliveries for the stock transport orders.

Procedure1. Access the transaction choosing the following navigation option:




Business role menu Warehouse Management Shipping Purchase Orders Due for Delivery

2. On the Purchase Orders, Fast Display screen, enter the following:

Field name User action and values

Shipping Point VS01

Delivery Creation Date blank

CalcRuleDefltDlvCrDt 4 (Due for delivery tomorrow; includes past due deliveries)

3. Choose Execute.

4. Select the lines with the recipient required document (the red light indicates that the delivery is overdue delivery date is today, the yellow light represents warning).

5. Choose Add Document Data to verify quantities and Show/hide delivery documents.

6. Reselect recipient order line (lines).

7. Choose Create Delivery in Background.



8. Deliveries are created for each order line selected.

9. Choose Show/Hide Delivery, and make a note of the delivery numbers.


Result The delivery for each recipient is created for the equal distribution push quantity.

4.5.5 Outbound Deliveries for Picking

UseThis activity confirms the picked quantity. Batch determination is performed automatically based on the system settings in business configuration.





Business role menu Warehouse Management Warehousing Outbound List of Outbound Dlvs for Picking

2. On the Outbound Deliveries for Picking screen, choose Shipping Point VS01 and Picking Date (today’s date).

3. Choose Execute.

4. Within Day’s Workload for Picking, select delivery documents for picking. Select the four delivery documents and choose Change Outbound Deliveries to adjust picking quantity.

5. On the IntPlant Stock Dely Change: Overview screen, select the Picking tab and make the following entries:


Comment

Storage location 1004 Perishable Products (hit enter after storage location entry and picking field becomes editable)

Pick quantity Enter the pick quantity, for example, 50

Same quantity as in stock transport purchase order

6. Choose Save.

7. The message: Process next document < >? displays. Choose Yes.

8. The message: IntPlant Stock Dely < > has been saved, displays.


ResultThe article is picked from the shipping site. The log contains information related to the delivery and order number.



4.5.6 Outbound Deliveries for Goods Issue - Post Goods Issue

UseThis activity performs the goods issue for the outbound delivery.





Business role menu Warehouse Management Warehousing - Outbound List of Outbound Dlvs for Goods Issue

2. On the Outbound Deliveries for Goods Issue screen, enter Shipping point VS01.

3. Maintain Time Data (Or process all documents).

4. Choose Execute.

5. Select Delivery documents for recipient orders.

6. Choose Post Goods Issue.

7. In Specify Actual Goods Issue Date dialog box, enter Act. Gds Mvmnt Date, and choose Continue.

8. The message indicating 4 successful and 0 incorrect goods movement displays.


ResultThe stock is removed from the unrestricted stock and automatically received into the receiving site utilizing the one step delivery process.

Utilizing the two step process, the stock is removed from unrestricted stock and placed into stock-in-transit status and the recipient must receive the stock transport order.

4.5.7 Receipt of Stock Transport Order

UseThis activity is performed when product arrives in the receiving site.

Prerequisite (optional)NWBC MIM site defaults to user settings in In-Store Merchandise and Inventory Management Work Overview Services Change Plant, and make the following entries


Plant M001





Business role Retail Store manager

(SAP_NBPR_INSTORE_MIM_RT_S)

Business role menu In-Store Merchandise and Inventory Management Receiving

2. On the Create Goods Receipt screen, enter the following data:


RefDocNumber

Stock Transport Order Number from site M001

3. Choose Create Goods Receipt.

4. The Create Goods Receipt screen displays with defaulted site, reference document, supplying site, and document posting date information.

5. Choose Save and Print Preview.

6. The message: Document posted with the number ‘< >’, and the document print preview displays.

7. Re-enter MIM In Store Merchandise and Inventory Management

8. Repeat steps 1 through 7 for site M002, M004 and M005 to receive stock transport order for each recipient site.


ResultA goods receipt is processed at each store. To verify end to end processing, the corporate buyer can reopen the Perishable Procurement Work-Center and Open Article Status Monitor. The open order quantities and recipient order quantities are all processed and zero.

4.6 Perishable Procurement (Pull Scope Item)UseThe perishable procurement pull scope item begins with demand from forecasted sales or recipient orders. The business process illustrated in this document is based on recipient orders received from stores, followed by creation on an external order to the vendor, when the external order is received in the warehouse the product stock is distributed to recipient stores.

PrerequisitesActive SAP Retail standard master data, purchase order data, recipient stock transport orders, sales orders, forecast demand and inventory management functions must be in place for the Perishable Procurement Work-Center to accurately display article data.

4.6.1 Creating Stock Transport Order

UseStore manager creates store order and the order is transmitted to the corporate perishable procurement office.



Within the NWBC MIM application users must assign a site as a prerequisite for document processing. If the message “user not personalized” displays, follow on screen instruction to assign base site to user. Work overview Services Assign Plant



Business role Retail Store Manager


Business role menu In-Store Merchandise and Inventory Management Store Ordering Stock Transfer Purchase Order Create

2. On the Create Stock Transfer Purchase Order Screen, make the following entries.


Comment

Delivery Date Today’s Date

Vendor/Site VZ01 NWBC MIM site defaults to user settings in Work overview Services Change plant.

Site M001 Defaults

Document Type Stock Transp. Order

Article PCS-05-ART311

PO Quantity 10

Delivery Date Today’s Date


4. Message displays Stock Transport Order < > has been created.

5. Disregard message no print preview has been generated for purchase order < >.

6. Re-enter MIM (In Store Merchandise and Inventory Management), Work-Overview Services Change Plant

7. Change Plant to M002

8. Repeat steps 2 to 6 ordering 5 pieces for recipient M002. The Order < > is created. Note the stock transport order number.


ResultStock Transport Orders have been created by store managers in store M001 for 10 pieces and store M002 5 piece. Open the Perishable Procurement work-center Article status monitor and the recipient order quantity of the two stores is displayed.

4.6.2 Status Monitor – Recipient Order Review



UseThe Perishables Buyer starts the daily work by opening the Procurement and Distribution section of the Work Center for Perishable Procurement. The work center area contains The Article Status Monitor where the buyer can review a snap shot of article’s activity.

Refer to Status Monitor section for additional details regarding the monitor functionality.

PrerequisitesActive SAP Retail standard master data, purchase order data, stock transport orders, sales orders, and inventory management functions must be in place for the Perishable Procurement Work-Center monitor to accurately display article data.





Business role menu Perishable Procurement Procurement and Distribution Open Material Status Monitor

2. The Supplying Sites utilized by the buyer are displayed. The received recipient order status is updated from the prior step.

3. The Article Status Monitor displays all articles in the buyer’s article range.

4. Select article PCS-05-ART311.

5. Click on the Recipient Order Quantity field.

6. The stores orders received today display.

7. Select the individual recipient order created in the previous step for site M001. The order details can be reviewed by the perishable buyer in the corporate office.


Result The current snapshot of perishable article data is reviewed by the perishable buyer.

4.6.3 Creating Vendor Purchase Order Based on Recipient Demand

UseThe perishable buyer now creates the vendor purchase order based on received recipient orders. The Procurement List is utilized to identify recipient demand and for external order creation. The perishable buyer accesses the Procurement List directly from the article status monitor by selecting, You can also and Procure Materials.

Procedure



1. Access the transaction using the following navigation option:




Business role menu Perishable Procurement Procurement and Distribution Procure Materials

2. In this scope item example, inventory stocks are zero and we must order from the vendor to receive product today for arrival in the morning and shipment to the stores in the afternoon, for today’s date.

3. On the Planned Orders list, make the following entries:


Choose Add Article

Article ID Peaches Select PCS-05-ART311 Manager/buyer selects the article from the left planned orders screen to populate additional article details and makes optimal buying decision.

Delivery Date to SPlt

Default delivery date, based on predefined delivery days of article/supplying site

This example contains no planned delivery day settings.

Today’s Date Manager/buyer can add the item as a new item to the planned orders list to select another delivery date. Delivery date is calculated within the system based on planned delivery days.

Order Qty Quick planned order quantity review, based on specified order quantity in the procurement list

Blank Populates when order quantities are entered into the procurement list.

4. The buyer verifies the recipient order quantity in the Demand Quantity in Delivery Timeframe, Recipient Order Quantity (15) field.

5. Enter vendor order quantity from vendor Perishable Food Retailer.


Order Qty Vendor Order Quantity 30 Vendor: Frische Handels AG

6. Select Enter. The system refreshes the procurement list and the order quantity is displayed within the Qty field of article PCS-05-ART311 Peaches.

7. Choose Create Order.



8. The system executes external order creation and displays message containing vendor order number as follows:Standard PO created under the number < > for vendor PCS-312. (Document PO number)

This process can also execute utilizing collective purchase order creation. Proper merchandise distribution configuration must be defined within distribution profiles and the assignment of the profiles to supplying plant and perishable is necessary to activate collective purchase order processing in the work-center.


Result The external purchase order is created for vendor PCS-V311, delivery today. The Open Order quantity within the Procure List reflects the quantity, of 15. Within Status Monitor, the Open Orders Quantity field is adjusted to 15, and the Open Orders Created Today field is populated with Display. The user can select display to view the external order details.

4.6.4 Goods Receipt Purchase Order in the Distribution Center

Use The perishable products ordered from vendor PCS-V311, now arrive in the distribution center and have to be received into the SAP Retail system.





Business role menu Warehouse Management Receiving Goods movement Other

2. On the initial screen, make the following entries.


Comment

Executable Action A01 Goods Receipt

Reference Document for MIGO Transaction

R01 Purchase Order

Purchase Order No. of the vendor purchase order created from Procurement List

Movement Type 101 The field is placed on the right side of the first line. Should read GR goods receipt 101

3. Choose Enter.



4. Choose Detail Data. (If the item data are not displayed)

5. Enter the Storage Location 1004.

6. Set flag on Item OK. Mark all items as OK.

7. Choose Check. Press on Check to ensure item details entered are correct. The message: Document is O.K., displays.

8. Choose Post.

9. Article Document < > is displayed and stock is received into the distribution center.


ResultDocument <no. of the goods receipt document> posted. Note the goods receipt document number. Stock is received into the distribution center.

4.6.5 Distributing Product Based on Recipient Orders (PULL)

UseThe Distribution List is utilized to manage the distribution of products to stores via creation or changing stock transport orders. In this case the recipient orders are created, therefore the perishable buyer can distribute stocks based on already received store orders. If necessary, the buyer could directly adjust distribution quantities automatically adjusting stock transport orders.

The perishable procurement work-center gives the corporate buyer the ability to review the received orders, make changes if necessary (based on stock availability) and distribute stocks based on demand, quota agreements, or manually. This example illustrates distribution based on pull to demand.





Business role menu Perishable Procurement Procurement and Distribution Distribute Materials

2. The Distribution List displays all articles within the buyer’s article range.

3. Select the line containing article PCS-05-ART311 Peaches.

4. Choose Quantity Assignment Details.

5. Select the Pull to the Demand Distribution Strategy.

6. Choose Take Recipient Order s Qty.

7. Choose Apply. The distribution quantity and delivery quantity is updated based on all recipient order quantities.



The buyer may directly adjust stock transport orders by adjusting the delivery quantity for each recipient.

8. Choose OK.

9. The Distribution List Displays with updated distribution quantity.

10. Choose Distribute.

11. The message: The distribution quantity for some articles is Zero. Would you like to delete the demand documents related to these articles? displays. Select No.

12. The message: Distribution has been carried out, displays.


ResultDistribution quantities are planned for recipients based on recipient demand.

4.6.6 Collective Processing of Delivery Documents

UseThis activity creates the deliveries for the stock transport orders.





Business role menu Warehouse Management Shipping Purchase Orders Due for Delivery

2. On the Purchase Orders, Fast Display screen, enter the following:


Shipping Point VS01

Delivery Creation Date Blank

CalcRuleDefltDlvCrDt 4 (Due for delivery tomorrow; includes past due deliveries)

3. Choose Execute.

4. Select the line with the recipient required document (the red light indicates that the delivery is overdue and the delivery date is today, while the yellow light represents warning).

5. Choose the Add Document Data icon to verify quantities, and Show/hide delivery documents.

6. Reselect recipient order line (lines).

7. Choose Create Delivery in Background.

8. Choose Show/Hide Delivery, and make a note of the delivery numbers.

9. Delivery is created for each order line.



10. Make a note of the delivery number.


Result The delivery has been created for the recipient order.

4.6.7 Outbound Deliveries for Picking

UseThis activity confirms the picked quantity. Batch determination is performed automatically based on the system settings in business configuration.





Business role menu Warehouse Management Warehousing – Outbound List of Outbound Dlvs for Picking

2. Choose shipping point and Picking Date (VS01, today’s date).

3. Choose Execute.

4. On Day’s Workload for Picking screen, select delivery documents for picking. Select the delivery document and choose Change Outbound Deliveries to adjust picking quantity.

5. Select the Picking tab and make the following entries:


Comment

Storage location 1004 Perishable Products

Pick quantity Enter the pick quantity, for example, 10

Same quantity as in stock transport purchase order

6. Choose Save.

7. The message: IntPlant Stock Dely < > has been saved, displays.


ResultThe article is picked from the shipping site. Use the log to obtain the delivery and transfer order number.

4.6.8 Outbound Deliveries for Goods Issue - Post Goods Issue

UseThis activity performs the goods issue for the outbound delivery.







Business role menu Warehouse Management Warehousing - Outbound List of Outbound Dlvs for Goods Issue

2. Enter Shipping point VS01.

3. Maintain relevant date in Time Data (Or just leave blank).

4. Choose Execute.

5. Select Delivery documents for recipient orders.

6. Choose Post Goods Issue.

7. In Specify Actual Goods Issue Date dialog, enter Act. Gds Mvmnt Date, and choose Continue.

8. The message displays the successful goods Issues.


ResultThe stock is removed from the unrestricted stock and automatically received into the receiving site utilizing the one step delivery process.

Utilizing the two step process, the stock is removed from unrestricted stock and placed into stock-in-transit status and the recipient must receive the stock transport order.

4.6.9 Receipt of Stock Transport Order

UseThis activity is performed when product arrives in the receiving site.

Prerequisite (optional)NWBC MIM site defaults to user settings in In–Store Merchandise and Inventory Management Work Overview Services Change Plant, and make the following entries


Plant M001



Business role Retail Store manager


Business role menu In–Store Merchandise and Inventory Management Receiving



With Reference

2. On the Create Goods Receipt screen, make the following entries and choose Start:


RefDocNumber

Stock Transport Number from site M001

3. Choose Start.

4. The create Goods Receipt screen displays with defaulted site, reference document, supplying site, and document posting date information.


The message: Document < > Posted, displays.

Re-enter MIM In Store Merchandise and Inventory Management

Follow path; Work Overview Services Change Plant

6. Enter the following data:


Plant M002 NWBC MIM site defaults to user settings in Work overview Services Change plant.

7. Repeat steps 1 through 6 for site M002.


ResultA goods receipt is processed at each store. To verify end to end processing, the corporate buyer can reopen the Perishable Procurement Work-Center and Open Article Status Monitor. The open order quantities and recipient order quantities are all processed and zero.

4.7 Distribution StrategiesManual Distribution strategy is a (Push) distribution strategy. The perishable buyer can manually enter distribution quantities for recipients. If recipient order quantities exist (Stock Transport Order), and the manual distribution strategy is utilized, then the manually entered quantity will override the recipient order quantity. The result of manual distribution is the creation or change of stock transport orders to recipients. Manual distribution can be utilized to be several business requirements.

a. Override existing recipient order quantities

b. Push excess inventory to store

c. Push specific distribution quantities to multiple stores

Equal Distribution strategy is a (Push) distribution strategy. The perishable buyer can manually enter a distribution quantity to distribute equal amounts of stock to each recipient. If the total equal distribution quantity is greater than demanded quantities, then each recipient is distributed the same amount. If the total equal distribution quantity is less than demanded quantities, then the Fair Share Rule is taking into consideration to proportion distribution quantities based on



demand or quotas. The result of Equal distribution is new or changed stock transport orders to recipients.

Pull to the Demand is a (Pull) distribution strategy. This strategy only distributes quantities based on what quantities are demanded from the stores. The result of Pull to The Demand distribution is unchanged stock transport orders to recipients.

Push to the Demand is a (Push) distribution strategy. The perishable buyer enters a distribution quantity which is allocated to each recipient based on the proportion of demanded quantities from the recipients. The result of Push to The Demand distribution is changed stock transport orders to recipients.

Push to Quota is a (Push) distribution strategy. The perishable buyer can manually enter/adjust the quota setting for each recipient and distribute stocks based on quota amounts. To distribute the normal amount the setting of 1 is used; to distribute twice the quantity a setting of 2 is required, and so on. The quota settings can be pre-defined within the system for ease of use. The result of Push to Quota distribution is new or changed stock transport orders to recipients.

4.7.1 Distribution Fair Share RulesProportional to Demand fair share rule is applied to distribution quantities when the assigned distribution quantity is less than the total demand quantity. The distribution quantity is proportioned to each recipient based on existing demanded quantities.

Proportional to Quota fair share rule applies quota setting amount in determining the distribution quantity. To distribute the normal amount the setting of 1 is used; to distribute twice the quantity a setting of 2 is required, and so on. The quota settings can be pre-defined within the system for ease of use.

Customer Locations fair share rule allocates distribution stocks to customers first, the recipients are distributed the remaining available quantities.

4.8 Monitor Goods ReceiptUseThe Goods Receipt monitor allows the perishable buyer the ability to monitor stocks received, or article stocks to be received into each supplying site. The monitor can be personalized to each perishable manger/buyer to monitor specific articles or article ranges, and/or specific merchandise categories. The perishable manager/buyer can also monitor goods receipts into the supplying distribution center by vendor or a vendor range.

Queries can be defined and active at any given time, allowing clear visibility to the perishable manager/buyer of posted goods receipts. Queries can be added by the perishable manager/buyer and existing queries can be changed, or deactivated. The perishable manager/buyer can personalize queries to meet specific business requirements by maintaining; query filters, query settings, and query column selections, sort, calculation, filter, display and print version.

The perishable manager/buyer has the ability to Show Quick Criteria Maintenance defining new query key figures;

Vendor or vendor range Article or article range Vendor Article Number or Vendor Article Range







Business role menu Perishable Procurement Monitor Goods Receipt

2. Select Define New Query.

3. Select Object Type display Articles that have been received or articles scheduled to be received.

4. Choose Next, and the Maintain Criteria screen displays. User can enter additional filters to meet business requirements.

5. Choose Next.

6. Enter Query Description, for example, (VZ01 GR) and activate query.

7. Select Finish.

8. Review displayed data and select article number, vendor number, and/or purchase order number or article document to view additional details.


Result Perishable buyer reviews posted goods receipts and/or open goods receipts for perishable article.

4.9 Monitor DemandsUseThe Monitor Demands area allows the perishable buyer the ability to monitor demand from store orders, orders received from customers, and orders created by the perishable buyer. The perishable buyer can personalize queries to meet specific business requirements by maintaining; query filters, query settings, and query column selections, sort, calculation, filter, display and print version.

Queries can be defined and active at any given time, allowing clear visibility to the perishable manager/buyer of required demand quantities, per article, and expected delivery date. Queries can be added by the perishable buyer and existing queries can be changed, or deactivated. The perishable buyer can personalize queries to meet specific business requirements and adjust query filters and settings, adding or removing data elements from display.





Business role menu Perishable Procurement Monitor Demands

2. Select Define New Query then, select Object Type; Received Site Orders, or Received Customer Orders.



3. Choose Next and maintain criteria screen displays. (User can maintain additional filter criteria to meet business requirements)

4. Choose Next.

5. Enter Query Description; that is, Recipient Demand.

6. Select Finish.

7. Review Recipient Demand documents.

8. Select article number or purchasing document number to review additional details.


Result The perishable manager/buyer reviews demand from received recipient orders, or received customer orders.

4.10 Article Substitution (optional)UseThe Perishable Procurement Work-Center contains direct links to the back end SAP Retail system article substitution functionality. Based on Retail substitution settings in customizing and within transaction WRFFUART-Edit, substitutions in goods receipts and deliveries may be viewed and maintained at any time to meet business requirements. The article substitution area contains;

a. Substitution At Goods Receipt

Display Substitution Worklist

Delete Substitution Worklist

b. Substitution in Delivery Documents

Edit Substitution Worklist

Edit Substitution Assignments





Business role menu Perishable Procurement Article Substitution

2. Select Display Substitution Worklist.

3. Select Green check OK-Code, LINS, and ACPT

4. GR Worklist displays.

5. Select Delete Substitution Worklist.


7. Delete Substitution Worklist displays.



8. Select Edit Substitution Worklist within Delivery.


10. Edit substitution worklist displays (when substitutions are present), and edit is possible to meet business requirements.

11. Select Edit Substitution Assignments within Delivery.



Result The perishable manager/buyer completes, displaying substitution worklist, deleting substitution worklist entries, editing substitution worklist, and editing substitution assignments.

4.11 Searching Purchase Orders (optional)UseSearch for existing purchase orders. The perishable manager/buyer can search for purchase orders based on search criteria;

Article Article Description Merchandise Category Created By Vendor Site Created On From -To Delivery Date From – To

The perishable manager/buyer can also utilize advanced search selection criteria including;

Order Type Purchasing Document Number EAN/UPC Purchase Organization Purchase Group





Business role menu Perishable Procurement Work Overview Services Search Purchase Orders

2. Enter Search criteria, by article, User ID, Date, Date Range, etc.

3. Select Go.



4. Internal and External Purchase Order documents display.

5. Select the purchasing document to view additional details.


Result Purchasing documents displayed based on search results. Perishable Manager/buyer reviews purchasing documents.

4.12 Changing Purchase Orders (optional)UseUsed to change purchase orders. The Perishable Procurement Work-Center is directly linked to SAP standard transaction ME22n for purchase order maintenance.





Business role menu Perishable Procurement Work Overview Services Change Purchase Order

2. The standard SAP Retail transaction ME22N displays. User can enter appropriate purchase order number to view and conduct maintenance as required.

3. Review Purchase order data, and edit to meet business requirements.


Result Purchasing Document maintenance completed.

4.13 Search Sales Orders (optional)UseSearch for existing sales orders. The perishable manager/buyer can search for sales orders based on search criteria;

Article ID GTIN Code Article Description Merchandise Category Created By Site Created On From -To Delivery Date From – To



The perishable manager/buyer can also utilize advanced search selection criteria including;

Sales Order Type

Sales Organization

Sales Group





Business role menu Perishable Procurement Work Overview Services Search Sales Orders

2. Enter search criteria.

3. Sales Orders display. The buyer can select the sales order number to view additional details of the order.


Result Search for sales orders completed. Perishable manager/buyer reviews sales order.

4.14 View Buyer SettingsUseThe perishable manager/buyer utilizes the View Buyer Settings screen to review current articles within the buyer’s area of responsibility, supplying sites, vendors, and recipients. The View Buyer Settings function is available from the Work Overview selection.





Business role menu Perishable Procurement Work Overview Services View Buyer Settings

2. Review current perishable manager/buyer settings.

3. Select the Articles tab to review articles currently within perishable buyer’s article range. From this screen the buyer can select the article number to review additional article details.

4. Select the Supplying Sites tab to review supplying sites within the perishable buyer’s area of responsibility. From this screen the perishable buyer can select the supplying plant number to view additional master data settings.



5. Select the Vendors tab to view vendors within the perishable buyer’s area or responsibility. From this screen the perishable buyer can select the vendor number to view additional master data settings.

6. Select Recipients tab to view sites within the perishable buyer’s area of responsibility. From this screen the perishable buyer can select the site number to view additional master data settings.


4.15 Vendor EvaluationHere you find a description of the possible uses of vendor evaluation as a component for optimizing goods procurement.

Vendor evaluation makes it easier to choose sources of supply and to continuously monitor existing supply relationships. The precise information it offers you about the lowest prices and about terms of payment and delivery guarantees competitiveness. You can identify any problems that might arise in the procurement process and use the detailed information available to remedy these problems with the vendor in question.

The main evaluation criteria are price, quality, delivery and service. The scores that a vendor has been awarded for the various main and partial criteria may be of varying significance to you. The weighting share expresses this.

In the following, vendor evaluation is illustrated using the example of the partially automatic scoring method (relating to different articles on the info record level), since no historical data exists for automatic vendor evaluation.

You need a scoring range to evaluate the relative performance of a vendor. Vendor evaluation offers a three-tier scoring system from 1 to 100, which you can use to compare your vendors. You can enter scores for sub-criteria per article and vendor on the info record level. The system uses these scores for vendor evaluation.

4.15.1Evaluation: Integrate SAP BW into Perishables Planning

The following is an alternative use of SAP BW (instead of the Retail Information System information structure S160) for perishables planning during data retraction.

You have the option of referring to the Info Objects in SAP BW rather than the Retailing Information System. By means of an interface, it is now possible, for example, to use the Info Objects in SAP BW as a source of information instead of the Retailing Information System (perishables information structure S160 or your own information structures). So, among other things, you can use the sales data from the Info Objects in SAP BW. Before you can use SAP BW, you are required to create the applicable data structures, Info Objects and data contents in SAP BW.

4.15.2 Initial Maintenance of Vendor Evaluation

UseYou have to assign a weighting key to vendors who have not yet been evaluated. The weighting key is an abbreviation under which the weighting shares for a group of main criteria are summarized and saved. The system can calculate the overall score on the basis of the weighting key and the main criteria.

To make it easier to maintain the criteria that you need to execute vendor evaluation, initial maintenance is carried out using the following eCATT. It is better to do this in a second session.

Procedure© SAP SE Page 6 of 8


1. Access the transaction choosing the following navigation option:

SAP Retail menu Tools ABAP Workbench Test Test Workbench Test Tools Extended CATT

Transaction code SECATT

2. On the Extended Computer Aided Test Tool: Initial Screen, make the following entries.


Test Configuration Z_DE_VENDOR_EVALUATION Copy object from /SMB91/VENDOR_EVALUATION and save as Local Object.

Choose Execute.

Error behavior Shared tab ‘S No Termination, Continue with Next Script Command’

Select Variants Variants tab Z_DE_VENDOR_EVALUATION.TXT

Find file Z_DE_VENDOR_EVALUATION.TXT from misc folder.

Start mode for command TCD

UI Control tab ‘N Process in Background, synchronous local’

3. Choose Execute. The Evaluation record was changed.


4.15.3Executing Automatic Reevaluation

UseThe automatic reevaluation function allows you to update the automatic and partially automatic sub-criteria for a vendor. This allows you to reevaluate the scores for a vendor and thus to observe how a vendor’s scores have changed since the previous evaluation. The scores from the previous evaluation that have been maintained manually (by eCATT) are included unchanged in the calculation to ensure that the results remain comparable. You receive a comparison of the old and new scores for all automatic and partially automatic sub-criteria. If you wish, you can replace the old scores with the new.

Initially you may not find any old scores in the display, because you are executing the evaluation for the first time.The organizational level on which vendors are evaluated is the purchasing organization. Each purchasing organization evaluates the vendors that it has been assigned.



Business role Retail Purchaser

(SAP_NBPR_NONSEASBUYER_RT_S)



Business role menu Purchasing Non-Seasonal Purchase Management Vendors Evaluation of Automatic Subcriteria

2. On the Calculate Scores for Semi-Automatic and Automatic Subcriteria screen, make the following entries:


Vendor PCS-V311

Purchasing Organization

1000

3. Choose Execute.

4. Choose Save. Evaluation record was changed.


4.15.4Maintaining Vendor Evaluation

UseYou can subdivide each main criterion into several subcriteria to ensure that the detailed evaluation remains clear. Subcriteria are the smallest units for which vendor evaluation scores are calculated.

Now maintain the criteria that were created using the eCATT. You maintain them manually in such a way that different subcriteria are changed. When this is done, you can carry out a reevaluation as described under 4.15.3. The relevant subcriteria are not maintained in the following example, since the main criterion of performance applies to services.





Business role menu Purchasing Non-Seasonal Purchase Management Vendors Maintain Vendor Evaluation

2. On the Maintain Vendor Evaluation: Initial Screen, make the following entries:


Purchasing Organization

1000

Vendor PCS-V311

Choose Enter.

Weighting key 02 Unequal Weighting

Choose Main Criterion

Price level 50

Price behavior 30




Choose Enter. main criterion 01 will be computed

Choose Next main criteria

GR inspection 40

Rejection/complaint 50

Audit 40



On-time delivery 60

Quantity reliability 60

Shipping instructions 50

Adheres to confirmation date

40



Service quality 70

Reliability 70


3. Choose Save. Evaluation record was changed.


5. Repeat the above steps with:

Vendor: PCS-V312

Weight Key 02

Price level: 70Price behavior: 40

Goods receipt inspection: 70Complaint: 60Audit: 70

On-time delivery: 80Quantity reliability: 85Shipping instructions: 75Adheres to confirmation date: 55

Service quality: 80Reliability: 95.



4.15.5Comparing Market Prices

UseYou wish to compare the price of the article with the market price to be stored.




(SAP_NBPR_PURCHASER_S)

Business role menu Purchasing Master Data Prices Market Price

2. On the Market Price screen, make the following entries.


Purchasing organization

1000


3. Choose Execute.

4. Select Article and choose Create.

5. On the Create Market Price Condition (MP01): Fast Entry, make the following entries:


Amount 3,70

Unit EUR

6. Choose Save.


4.15.6Executing Automatic Reevaluation

UseNow update the vendor evaluation for the vendor. Execute an automatic reevaluation for the main criteria, and display the calculation log.





Business role menu Purchasing Non Seasonal Purchase Management Vendors Evaluation of Automatic Subcriteria



2. On the Calculate Scores for Semi-Automatic and Automatic Sub-criteria screen, make the following entries.


Vendor PCS-V311


1000

3. Choose Execute.

4. Choose Save. Evaluation record changed.


4.16 Analyses Relating to Vendor Evaluation4.16.1Executing Evaluation Comparison

UseThe evaluation comparison is an analysis that compares the general evaluation of a vendor with the evaluation with regard to a particular article. This analysis differs from the others insofar as it offers a more detailed evaluation of vendors without comparing them with other vendors. Instead, the overall evaluation calculated using the scores of vendors of all articles is compared with the evaluation that the vendor would be awarded if the evaluation were based only on a particular article.





Business role menu Purchasing Non Seasonal Purchasing Management Vendors Display Evaluation Comparison

2. On the Evaluation Comparison screen, make the following entries.


Vendor PCS-V311


1000


3. Choose Execute.

4. Choose Evaluation.

5. Place cursor on price and choose Details.

6. Choose Back.

7. Choose (NWBC: Menu…) Goto Graphic from the menu bar.




4.16.2Displaying Ranking Lists

UseThe ranking list displays your vendors in descending order according to their overall score. This provides you with an at-a-glance view of the best-ranking vendors. As well as the overall score, the scores for the various main criteria are also displayed.





Business role menu Purchasing Non-Seasonal Purchasing Management Vendors Display Ranking List of Vendors

2. On the Ranking List of Vendors screen, make the following entries.


Vendor PCS-V311

PCS-V312


1000

3. Choose Execute.


4.16.3Executing Evaluation of the Article/Merchandise Category

UseThe evaluation list for the article/merchandise category gives you a ranking list based on the analysis of a particular article or a particular merchandise category. This application lets you see which vendors of a particularly important article receive a high, average, or low ranking.





Business role menu Purchasing Non-Seasonal Purchasing Management Vendors Display Vendor Evaluation for Article

2. On the Ranking List of Vendor Evaluations Based on Article/Mdse Catgry screen, make the following entries:




Vendor PCS-V311 PCS-V312


1000


Merchandise Category

MC13102

3. Choose Execute.


You can also evaluate your vendors regularly in background processing.
