customer order process in sap r/3 study/exercise... · web viewlogistics (production (mrp (planning...

Create Sales Order

1. Create a Sales Order

We can now test the Sales and Distribution master data entries by creating a sales order for Houghton Health Club. To do this, follow the menu path:

Logistics Sales and Distribution Sales Order Create

which will bring up the following screen:

Enter the information shown above, click the enter icon ( ) and the following screen will appear:

© 2008 by SAP AG. All rights reserved. Bret J. Wagner1

Enter OR for Inquiry TypeEnter ##FS for Sales organizationEnter DI for Distribution ChannelEnter SB for DivisionThen click on the enter icon

Your cursor should be in the Sold-to party field, and the search icon ( ) should be visible. If not, click on the Sold-to party field.

Create Sales Order

The screen should have the cursor already in the Sold-to party field. Click on the search icon () and the following pop-up menu will appear:

Select the tab Customers (general) and enter your data set number (##) in the Search term field. Click on the enter icon ( ) and a list like the following will appear:


Enter ## for your search term, then click on the enter icon ( )

Double-click on ## Houghton Health Club

Create Sales Order

Double-click on the entry ## Houghton Health Club to select it. When you do, the customer number will be entered automatically:

Next, click on the Purch.order no. field and enter HHC1##. Now we need to enter the new material ## NRG-C. To do this, click on the first material field, then click on the search icon:


The customer number for ## Houghton Health Club is displayed.Enter HHC1## in the Purch. Order no. field

Click on the first material field, then click on the search icon

Create Sales Order

Click on the first material field, and then click on the search icon to call up the following search pop-up window:

Find the tab with Material by Material Group, and then click on the arrow ( ) next to the Material group field, which will call up a second pop-up window:


Select the tab Material by Material GroupClick on the arrow next to the material group field to find the tab

Double-click on Sales to select it.

Create Sales Order

Double-click on the SALES group to select it, then enter ##* for Material description:

After selecting the SALES Material group and entering ##* for material description, click on the enter icon ( ) and a list like the following will be displayed:

Double-click on the ## NRG-C snack bar to select it, and the material number will be entered automatically:


Enter ##*for Material description

Double-click on ## NRG-C to select it

Create Sales Order

With the material number entered automatically, enter 10 for Order quantity, then click on the save icon ( ) to save the sales order. The SAP R/3 system will perform inventory sourcing before saving the sales order. Because there are no NRG-C bars in stock, it will give us a delivery proposal:


The Material number is automatically entered. Enter 10 for Order quantity, then click on the save icon ( ).

Create Sales Order

Because the material is not in stock, it cannot be shipped immediately from stock. The SAP R/3 system is proposing to ship the order 5 days from today. The 5 day figure allows for 3 days to manufacture the bars (taken from the Total Replenishment Lead Time entered on the MRP3 view of the material master) plus two days for transportation to this customer. Select the Complete delivery option, and the order will be saved. Use the exit icon ( ) to return to the SAP Easy Access screen


Click on the Complete delivery option

Create Sales Order

2. Review Sales Order in Stock/Requirements List

If our setup is correct and the NRG-C bars are to be produced in a make-to-order fashion, then this new sales order should appear on the Stock/Requirements List, which is one of the main tools for material production. To check this, follow the menu path:

Logistics Production MRP Evaluations Stock/Requirements List


Enter ##F120 for material and ##PT for plant, then click on the enter icon ( ) and the Stock/Requirements list for the NRG-C bar will be displayed:


Enter ##F120 for material and ##PT for plant, then click on the enter icon

Create Sales Order

The Stock/Requirements list shows no stock available and the customer order for Houghton Health Club that needs to be filled.

2. Run MRP to Create Production Orders

We can now test whether our make-to-order settings are correct by running the MRP planning process and seeing whether planned orders are produced to meet the sales order. To do this, open another session by clicking on the create session icon ( ). In the new session, following the menu path:

Logistics Production MRP Planning Single Item, Multi-Level



The current inventory is zero, and the customer order creates a deficit of 10 cases

Create Sales Order

Enter ##F120 for Material and ##PT for Plant, then click on the enter icon ( ) and the following message will appear at the bottom of the screen:

Click on the enter icon ( ) a second time and the MRP planning process will execute. The following screen will appear, providing details about the MRP planning run:


Enter ##F120 for Material and ##PT for Plant

Then click on the enter icon

Create Sales Order

Switch back to the session with the Stock/Requirements list. Click on the refresh icon ( ) to call up the recently created planning data from the SAP R/3 system:


Create Sales Order

Note that the MRP planning process will create two planned orders of 7 cases each to complete the sales order. Note that this is not the typical approach to make-to-order. In a typical make-to-order process, exactly 10 cases would be produced to complete the customer order. In this case, strategy 40 provides us with exactly the results we want. We only want to produce the NRG-C bar when a customer orders it, but we also want to produce in batches of 7 cases. To meet the order for 10 cases, we produce two batches of 7 cases. If another customer order is entered and the order is for 4 cases or less, the order will be satisfied out of the remaining inventory. If more than 4 cases are required, then the MRP planning process will create enough production orders of 7 cases to meet the sales order.


Note that two planned orders have been created

customer order process in sap r/3 study/exercise... · web viewlogistics (production (mrp (planning...

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