TSCM60_01 (3).pdf of SAP module guide for material managment

TSCM60_1
SAP ERP Sales
and
Distribution I -
Part 1
Publication ID:

Course Overview
Unit 1: Enterprise Structures in Sales and Distribution
Unit 2: Overview of Sales Processes
Unit 3: Master Data in Sales and Distribution
Unit 4: Automatic Data Determination and Shipment Scheduling
Unit 5: Collective Processing in Sales and Distribution
Unit 6: Availability Check
Unit 7: Sales Documents - Basic Technical Background
Unit 8: Special Processes in Sales and Distribution
Unit 9: Complaints Processing
Unit 10: Lists and Analytics for Sales and Distribution Processes

Unit 11: Enterprise Structures in Sales and Distribution
Unit 12: Sales Order Processing

Unit 1: Enterprise Structures in Sales and Distribution
Lesson 1: Using Enterprise Structures for Sales and Distribution in SAP ERP
Lesson 2: Demonstrating the Use of SAP ERP Enterprise Structures

Lesson 1: Using Enterprise Structures for Sales and
Distribution in SAP ERP
Lesson Objectives
After completing this lesson, you will be able to:
●Explain enterprise structures for sales and distribution processing in SAP ERP
TSCM60_1
Unit 1 Lesson 1

TSCM60_1
Figure 1: Organizational Units in Sales and
Distribution
Unit 1 Lesson 1

TSCM60_1
Figure 2: Organizational Unit - Company Code Unit 1 Lesson 1

TSCM60_1
Figure 3: Organizational Unit - Sales Organization Unit 1 Lesson 1

TSCM60_1
Figure 4: Organizational Unit - Distribution
Channel
Unit 1 Lesson 1

TSCM60_1
Figure 5: Organizational Unit - Division Unit 1 Lesson 1

TSCM60_1
Figure 6: Organizational Unit - Sales Area Unit 1 Lesson 1

TSCM60_1
Figure 7: Organizational Units - Plant and Storage
Location
Unit 1 Lesson 1

TSCM60_1
Figure 8: Organizational Unit - Shipping Point Unit 1 Lesson 1

Exercise 1: Explain Organizational Structures
.
If you want to execute certain tasks within sales and distribution processes, you have to
know about the relevant organizational structures. Some of these elements are used
within sales and distribution processes only; others are also relevant to other processes
and applications.
Name organizational units in Sales and Distribution.
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to represent a sales facility or a sales subsidiary?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to represent a means to ship goods to the
customer (for example, factory sales, wholesale trade, or retail trade)?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to represent different product lines and to group
materials (for example, vehicles, accessories, or spare parts)?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to organize and process outbound deliveries at
different locations (for example, loading ramp or rail depot)?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Identify overall organizational units.
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
A corporate group can be divided up into several companies or subsidiaries. Which organizational unit
can you use in financial accounting to represent a legal entity and an independent accounting unit in
the system?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
In a company, you can manufacture and store materials in different places. Which organizational unit
can you use in the system to represent a production facility or a distribution center?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Within a plant, material storage can be divided up according to various locations or rooms. Which
organizational unit can you use in the system to represent such a location or room?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Assignments of organizational units.
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Which organizational units does a sales area consist of?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"A distribution channel can be assigned to multiple sales
organizations. "
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"Multiple distribution channels can be assigned to a sales
organization. "
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
To which organizational unit is a sales organization assigned in order to represent the connection of
sales and distribution processes to financial accounting?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"A sales organization can be assigned to multiple company
codes. "
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"Multiple delivering plants can be assigned to a sales
organization. "
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
To which organizational unit do you assign a shipping point?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"A shipping point can be assigned to multiple plants. "
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
To which organizational unit are storage locations assigned?
TSCM60_1
Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures
.
TSCM60_1
Unit 1 Exercise 1

Solution 1: Explain Organizational Structures
.
If you want to execute certain tasks within sales and distribution processes, you have to
know about the relevant organizational structures. Some of these elements are used
within sales and distribution processes only; others are also relevant to other processes
and applications.
Name organizational units in Sales and Distribution.
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to represent a sales facility or a sales subsidiary?
.
Sales organization
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to represent a means to ship goods to the
customer (for example, factory sales, wholesale trade, or retail trade)?
.
Distribution channel
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to represent different product lines and to group
materials (for example, vehicles, accessories, or spare parts)?
.
Division
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Which organizational unit can you use in the system to organize and process outbound deliveries at
different locations (for example, loading ramp or rail depot)?
.
Shipping point
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Identify overall organizational units.
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
A corporate group can be divided up into several companies or subsidiaries. Which organizational unit
can you use in financial accounting to represent a legal entity and an independent accounting unit in
the system?
.
Company code
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
In a company, you can manufacture and store materials in different places. Which organizational unit
can you use in the system to represent a production facility or a distribution center?
.
Plant
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Within a plant, material storage can be divided up according to various locations or rooms. Which
organizational unit can you use in the system to represent such a location or room?
.
Storage location
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Assignments of organizational units.
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Which organizational units does a sales area consist of?
.
A sales area consists of one sales organization, one distribution channel, and one division.
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"A distribution channel can be assigned to multiple sales
organizations. "
True
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"Multiple distribution channels can be assigned to a sales
organization. "
True
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
To which organizational unit is a sales organization assigned in order to represent the connection of
sales and distribution processes to financial accounting?
.
The sales organization is assigned to a company code.
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"A sales organization can be assigned to multiple company
codes. "
False
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"Multiple delivering plants can be assigned to a sales
organization. "
True
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
To which organizational unit do you assign a shipping point?
.
The shipping point is assigned to a plant.
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
Determine whether this statement is true or false.
"A shipping point can be assigned to multiple plants. "
True
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
To which organizational unit are storage locations assigned?
.
Storage locations are assigned to the plant.
TSCM60_1
Unit 1 Solution 1

Solution 1: Explain Organizational Structures
.
TSCM60_1
Unit 1 Solution 1

Summary
You should now be able to:
●Explain enterprise structures for sales and distribution processing in SAP ERP
TSCM60_1

Lesson 2: Demonstrating the Use of SAP ERP Enterprise
Structures
Lesson Objectives
After completing this lesson, you will be able to:
●Use an example company to demonstrate the use of SAP ERP enterprise structures for
sales and distribution
TSCM60_1
Unit 1 Lesson 2

TSCM60_1
Figure 9: Sample Company - Subsidiaries and
Sales Organizations
Unit 1 Lesson 2

TSCM60_1
Figure 10: Sample Company - Sales Areas Unit 1 Lesson 2

TSCM60_1
Figure 11: Sample Company - Distribution Unit 1 Lesson 2

Exercise 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
The example company is a globally operating group. It sells materials belonging to
different product lines (for example, motorcycles and spare parts). These materials are
distributed by several sales facilities using multiple distribution channels.
Organizational structures in the training system
1.In the system, each sales document has to be assigned to exactly one sales
organization. Check which sales organizations exist and make a note of three
examples whose names include USA .
Hint:
You can get a list of the sales organizations in the transaction for creating sales
orders. The transaction can be found using the following menu path: Logistics >
Sales and Distribution > Sales > Order > Create.
____________________________________________
TSCM60_1
Unit 1 Exercise 2

Exercise 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
____________________________________________
____________________________________________
2.Now check which distribution channels are assigned to sales organization 1000.
Write down three examples.
Hint:
You can check this on the entry screen of the transaction for creating sales
orders too.
____________________________________________
____________________________________________
____________________________________________
TSCM60_1
Unit 1 Exercise 2

Exercise 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
3.Now check which divisions exist for sales organization 1000 and for distribution
channel 12. Write down three examples.
Hint:
Use the entry screen of the transaction for creating of sales orders again.
____________________________________________
____________________________________________
____________________________________________
TSCM60_1
Unit 1 Exercise 2

Solution 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
The example company is a globally operating group. It sells materials belonging to
different product lines (for example, motorcycles and spare parts). These materials are
distributed by several sales facilities using multiple distribution channels.
Organizational structures in the training system
1.In the system, each sales document has to be assigned to exactly one sales
organization. Check which sales organizations exist and make a note of three
examples whose names include USA .
Hint:
You can get a list of the sales organizations in the transaction for creating sales
orders. The transaction can be found using the following menu path: Logistics >
Sales and Distribution > Sales > Order > Create.
____________________________________________
TSCM60_1
Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
____________________________________________
____________________________________________
a)On the SAP Easy Access screen, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Place the cursor on the input field for the sales organization and display the
possible values using the F4 help.
c)Some examples of sales organizations in the USA are:
Sales organization Text3000 USA Philadelphia3020 USA DenverR300 Retail USA
TSCM60_1
Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
Sales organization TextS300 Services USA
2.Now check which distribution channels are assigned to sales organization 1000.
Write down three examples.
Hint:
You can check this on the entry screen of the transaction for creating sales
orders too.
____________________________________________
____________________________________________
____________________________________________
TSCM60_1
Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
a)On the SAP Easy Access screen, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter sales organization 1000 in the corresponding field.
c)Place the cursor on the input field for the distribution channel and display the
possible values using the F4 help.
d)Valid values for distribution channels that are assigned to sales organization
1000:
Distribution channel Text01 Direct sales10 Final customer sales12 Sold for resale
TSCM60_1
Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
Distribution channel Text14 Service16 Factory sales
3.Now check which divisions exist for sales organization 1000 and for distribution
channel 12. Write down three examples.
Hint:
Use the entry screen of the transaction for creating of sales orders again.
____________________________________________
____________________________________________
____________________________________________
TSCM60_1
Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
a)On the SAP Easy Access screen, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter sales organization 1000 and distribution channel 12 on the entry screen.
c)Place the cursor on the input field for the division and display the possible
values using the F4 help.
d)Some examples of divisions assigned to sales organization 1000 and
distribution channel 12:
Division Text00 Cross-division02 Motorcycles04 Lighting
TSCM60_1
Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and
Distribution of an Example Company
.
Division Text07 High tech08 Service10 Vehicles
TSCM60_1
Unit 1 Solution 2

Summary
You should now be able to:
●Use an example company to demonstrate the use of SAP ERP enterprise
structures for sales and distribution
TSCM60_1

Unit 2: Overview of Sales Processes
Lesson 1: Executing Sales and Distribution Processes
Lesson 2: Processing Sales Documents
Lesson 3: Processing Outbound Deliveries
Lesson 4: Shipping Goods
Lesson 5: Processing Billing Documents

Lesson 1: Executing Sales and Distribution Processes
Lesson Objectives
After completing this lesson, you will be able to:
●Explain the sales and distribution process flow
●Explain the usage of the document flow within sales and distribution processes
TSCM60_1
Unit 2 Lesson 1

TSCM60_1
Figure 12: Presales Activities Unit 2 Lesson 1

TSCM60_1
Figure 13: Sales Order Processing Unit 2 Lesson 1

TSCM60_1
Figure 14: Procurement Unit 2 Lesson 1

TSCM60_1
Figure 15: Shipping Unit 2 Lesson 1

TSCM60_1
Figure 16: Billing Unit 2 Lesson 1

TSCM60_1
Figure 17: Payment Unit 2 Lesson 1

TSCM60_1
Figure 18: Process overview Unit 2 Lesson 1

Procedure: To execute sales and distribution processes
To execute a sales and distribution process from the sales order to the billing document,
you could perform the following steps:
1.Create the sales order using transaction VA01.
2.Create the outbound delivery with reference to the sales order using transaction
VL01N.
3.Create the transfer order using transaction LT03.
4.Post the goods issue for the outbound delivery using transaction VL02N.
5.Create the billing document using transaction VF01.
Note:
The transactions mentioned are only examples. The system offers many more transactions to
create the particular documents within a sales and distribution process (for example,
collective processing).
TSCM60_1
Unit 2 Lesson 1

TSCM60_1
Figure 19: Document Flow in the System Unit 2 Lesson 1

TSCM60_1
Figure 20: Document Flow at Item Level Unit 2 Lesson 1

Procedure: To use the document flow to monitor a sales and
distribution process
To view the document flow of a particular sales and distribution process, you can start
from any document. If you start with the sales order, you can perform the following steps:
1.Start the transaction to display (VA03) or change (VA02) the sales order.
2.Enter the order number in the corresponding field.
3.Call the document flow by choosing Environment > Display document flow .
The way to display the document flow from the other documents (for example, the
delivery or billing document) is very similar.
TSCM60_1
Unit 2 Lesson 1

Summary
You should now be able to:
●Explain the sales and distribution process flow
●Explain the usage of the document flow within sales and distribution processes
TSCM60_1

Lesson 2: Processing Sales Documents
Lesson Objectives
After completing this lesson, you will be able to:
●Create a sales order
●Display a sales order
TSCM60_1
Unit 2 Lesson 2

TSCM60_1
Figure 21: Creating an Order Unit 2 Lesson 2

Exercise 3: Create a sales order
.
In many cases, the sales process begins with the customer ordering materials from you
and telling you his requested delivery date. Using this information, you can enter a sales
order.
1.Create a standard order using the following information:
Field name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-To Party T-S50A##Purchase Order Number 4-2##Requested Delivery Date in 10 days
TSCM60_1
Unit 2 Exercise 3

Exercise 3: Create a sales order
.
Save the order and write down the document number.
____________________________________________
TSCM60_1
Unit 2 Exercise 3

Solution 3: Create a sales order
.
In many cases, the sales process begins with the customer ordering materials from you
and telling you his requested delivery date. Using this information, you can enter a sales
order.
1.Create a standard order using the following information:
Field name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-To Party T-S50A##Purchase Order Number 4-2##Requested Delivery Date in 10 days
TSCM60_1
Unit 2 Solution 3

Solution 3: Create a sales order
.
Save the order and write down the document number.
____________________________________________
a)On the SAP Easy Access screen, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the values for the order type, sales organization, distribution channel,
and division on the initial screen of the transaction.
c)Press ENTER to navigate to the order details.
d)Enter the sold-to party, purchase order number, and requested delivery date
on the overview screen.
e)Press ENTER to confirm your entries.
f)Enter the material data.
TSCM60_1
Unit 2 Solution 3

Solution 3: Create a sales order
.
g)Press ENTER to confirm your entries.
h)Choose Sales document > Save . The document number is assigned internally
by the system.
i)Close the transaction and return to the SAP Easy Access menu.
TSCM60_1
Unit 2 Solution 3

TSCM60_1
Figure 22: Sales Document Structure Unit 2 Lesson 2

Exercise 4: Display a sales order
.
Display an existing sales order to familiarize yourself with the structure of a sales
document.
1.Display the sales order you entered previously. Write down the payment terms of
the sales order header.
____________________________________________
2.From which plant will item 10 be delivered?
____________________________________________
3.What is the net price for item 10 and item 20?
Item Net price1020
4.What is the delivery date in the schedule line for item 10?
TSCM60_1
Unit 2 Exercise 4

Exercise 4: Display a sales order
.
____________________________________________
5.What is the overall processing status for the sales order?
____________________________________________
TSCM60_1
Unit 2 Exercise 4

Solution 4: Display a sales order
.
Display an existing sales order to familiarize yourself with the structure of a sales
document.
1.Display the sales order you entered previously. Write down the payment terms of
the sales order header.
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Display .
b)On the initial screen of the transaction, enter the number of the sales order you
created previously.
c)Press ENTER.
d)The value of the payment terms is ZB01 . You can find it on the Sales tab page.
2.From which plant will item 10 be delivered?
____________________________________________
TSCM60_1
Unit 2 Solution 4

Solution 4: Display a sales order
.
a)You can find the corresponding plant on the right-hand side of the Sales tab
page, or on the Procurement tab page. The plant for item 10 is 1000 .
3.What is the net price for item 10 and item 20?
Item Net price1020
a)You can find the net price per item by scrolling to the right on the Sales tab
page.
4.What is the delivery date in the schedule line for item 10?
____________________________________________
a)Double-click on item 10 to reach the item details.
TSCM60_1
Unit 2 Solution 4

Solution 4: Display a sales order
.
b)On the Schedule lines tab page, you can find the delivery date for the schedule
line. It corresponds to the requested delivery date of the order, which is in 10
days .
5.What is the overall processing status for the sales order?
____________________________________________
a)Position the cursor on a header field of the sales order, for example, the order
number.
b)Choose Environment > Display document flow .
c)The status of the sales order is open , since no follow-up document has been
created so far.
TSCM60_1
Unit 2 Solution 4

Summary
You should now be able to:
●Create a sales order
●Display a sales order
TSCM60_1

Lesson 3: Processing Outbound Deliveries
Lesson Objectives
After completing this lesson, you will be able to:
●Create an outbound delivery
TSCM60_1
Unit 2 Lesson 3

TSCM60_1
Figure 23: Creating an Outbound Delivery Unit 2 Lesson 3

TSCM60_1
Figure 24: Structure of Delivery Documents Unit 2 Lesson 3

Exercise 5: Create an outbound delivery
.
Outbound deliveries are the basic documents for planning and executing the various
shipping activities within sales and distribution processes. You will now create an
outbound delivery with reference to an existing sales order.
1.Create an outbound delivery with reference to a sales order using the following
information:
Field Name ValueShipping point Z0##Selection date in 20 daysOrder Order that you used in the previous
exercise
2.Switch to the Picking tab page and record the delivery quantity and picking
quantity for the two items.
TSCM60_1
Unit 2 Exercise 5

Exercise 5: Create an outbound delivery
.
Item Delivery quantity Picked quantity1020
3.Save the outbound delivery and record the document number.
____________________________________________
4.What is the overall processing status for the sales order?
Hint:
You will find the overall processing status in the outbound delivery document
flow.
____________________________________________
5.What is the overall processing status of the outbound delivery?
TSCM60_1
Unit 2 Exercise 5

Exercise 5: Create an outbound delivery
.
____________________________________________
6.Before the materials leave the plant and the goods issue is posted, display the
stock situation for material T-AS1## in plant 1000.
Hint:
Open a new session to trace the stocks during the next exercises.
Record how many pieces are in unrestricted use.
____________________________________________
TSCM60_1
Unit 2 Exercise 5

Solution 5: Create an outbound delivery
.
Outbound deliveries are the basic documents for planning and executing the various
shipping activities within sales and distribution processes. You will now create an
outbound delivery with reference to an existing sales order.
1.Create an outbound delivery with reference to a sales order using the following
information:
Field Name ValueShipping point Z0##Selection date in 20 daysOrder Order that you used in the previous
exercise
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
TSCM60_1
Unit 2 Solution 5

Solution 5: Create an outbound delivery
.
b)Enter the shipping point, the selection date, and the order number on the initial
screen of the transaction.
c)Press ENTER to navigate to the document.
2.Switch to the Picking tab page and record the delivery quantity and picking
quantity for the two items.
Item Delivery quantity Picked quantity1020
a)Select the Picking tab page. The correct values are:
3.Save the outbound delivery and record the document number.
____________________________________________
TSCM60_1
Unit 2 Solution 5

Solution 5: Create an outbound delivery
.
a)Choose Outbound Delivery > Save .The document number is assigned internally
by the system.
4.What is the overall processing status for the sales order?
Hint:
You will find the overall processing status in the outbound delivery document
flow.
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Display .
b)Enter the number of the outbound delivery and choose Environment >
Document flow .
c)The status of the sales order is completed .
TSCM60_1
Unit 2 Solution 5

Solution 5: Create an outbound delivery
.
5.What is the overall processing status of the outbound delivery?
____________________________________________
a)You can also see the status of the outbound delivery within the document flow.
The status of the delivery is open .
6.Before the materials leave the plant and the goods issue is posted, display the
stock situation for material T-AS1## in plant 1000.
Hint:
Open a new session to trace the stocks during the next exercises.
Record how many pieces are in unrestricted use.
____________________________________________
a)Start a new session.
TSCM60_1
Unit 2 Solution 5

Solution 5: Create an outbound delivery
.
b)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Environment > Stock > Stock Overview .
c)Enter the selection criteria and choose Execute or press F8 .
d)There are 100 pieces in unrestricted use in plant 1000.
TSCM60_1
Unit 2 Solution 5

Summary
You should now be able to:
●Create an outbound delivery
TSCM60_1

Lesson 4: Shipping Goods
Lesson Objectives
After completing this lesson, you will be able to:
●Pick goods
●Post goods issue
TSCM60_1
Unit 2 Lesson 4

TSCM60_1
Figure 25: Picking Unit 2 Lesson 4

Exercise 6: Pick goods
.
Before you can post the goods issue, the corresponding materials have to be picked from
the warehouse. You now create a transfer order to realize the picking in SAP ERP.
1.Create a transfer order for an outbound delivery using the following information:
Field Name ValueWarehouse Number 010Delivery Delivery that you created in the
preceding exercise
Foreground/Background Background
Record the transfer order number.
____________________________________________
2.Display the outbound delivery and check the picked quantities.
TSCM60_1
Unit 2 Exercise 6

Exercise 6: Pick goods
.
Item Picked quantity1020
TSCM60_1
Unit 2 Exercise 6

Solution 6: Pick goods
.
Before you can post the goods issue, the corresponding materials have to be picked from
the warehouse. You now create a transfer order to realize the picking in SAP ERP.
1.Create a transfer order for an outbound delivery using the following information:
Field Name ValueWarehouse Number 010Delivery Delivery that you created in the
preceding exercise
Foreground/Background Background
Record the transfer order number.
____________________________________________
TSCM60_1
Unit 2 Solution 6

Solution 6: Pick goods
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Picking > Create Transfer Order > Single
Document .
b)Enter the field values listed above and press ENTER.
c)The transfer order is created and the document number is displayed at the
bottom of the screen.
2.Display the outbound delivery and check the picked quantities.
Item Picked quantity1020
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Display .
TSCM60_1
Unit 2 Solution 6

Solution 6: Pick goods
.
b)Select the Picking tab page. The picked quantities are:
Item Picked quantity10 1020 20
TSCM60_1
Unit 2 Solution 6

TSCM60_1
Figure 26: Posting Goods Issue Unit 2 Lesson 4

Exercise 7: Post goods issue
.
You post the goods issue to document that the material has left the plant and to update
the stock and corresponding values.
1.Post the goods issue for the outbound delivery that you used in the preceding
exercise.
2.Once the materials have left the plant and the goods issue has been posted,
display the stocks for material T-AS1## in plant 1000 again.
Hint:
Switch to your second session where the stock overview is still open, and choose
Refresh . If you have closed the second session, choose Logistics > Materials
Management > Inventory Management > Environment > Stock > Stock Overview .
Record how many pieces are still available for unrestricted use.
____________________________________________
TSCM60_1
Unit 2 Exercise 7

Exercise 7: Post goods issue
.
3.What is the overall processing status for the outbound delivery?
____________________________________________
4.Which documents assigned to the outbound delivery can you see in the document
flow?
____________________________________________
____________________________________________
5.Why is the status of the outbound delivery still Being processed ?
____________________________________________
____________________________________________
TSCM60_1
Unit 2 Exercise 7

Solution 7: Post goods issue
.
You post the goods issue to document that the material has left the plant and to update
the stock and corresponding values.
1.Post the goods issue for the outbound delivery that you used in the preceding
exercise.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Post Goods Issue > Outbound Delivery Single
Document .
b)Enter the number of the relevant outbound delivery and choose Post Goods
Issue .
2.Once the materials have left the plant and the goods issue has been posted,
display the stocks for material T-AS1## in plant 1000 again.
TSCM60_1
Unit 2 Solution 7

Solution 7: Post goods issue
.
Hint:
Switch to your second session where the stock overview is still open, and choose
Refresh . If you have closed the second session, choose Logistics > Materials
Management > Inventory Management > Environment > Stock > Stock Overview .
Record how many pieces are still available for unrestricted use.
____________________________________________
a)Switch to your second session and choose Refresh , or restart the transaction.
There are 90 pieces in stock for unrestricted use in plant 1000.
3.What is the overall processing status for the outbound delivery?
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Display .
TSCM60_1
Unit 2 Solution 7

Solution 7: Post goods issue
.
b)Enter the number of the outbound delivery.
c)Choose Environment > Document Flow . The status of the outbound delivery is
Being processed .
4.Which documents assigned to the outbound delivery can you see in the document
flow?
____________________________________________
____________________________________________
a)You will find the transfer order for picking and the material document of the
goods issue listed in the document flow.
5.Why is the status of the outbound delivery still Being processed ?
____________________________________________
____________________________________________
TSCM60_1
Unit 2 Solution 7

Solution 7: Post goods issue
.
a)The subsequent billing document has not yet been created for the outbound
delivery. Where the processes are relevant for billing, the document retains the
status In process until the billing document is created.
TSCM60_1
Unit 2 Solution 7

Summary
You should now be able to:
●Pick goods
●Post goods issue
TSCM60_1

Lesson 5: Processing Billing Documents
Lesson Objectives
After completing this lesson, you will be able to:
●Create a billing document
●Post an incoming payment
TSCM60_1
Unit 2 Lesson 5

TSCM60_1
Figure 27: Creating a Billing Document Unit 2 Lesson 5

TSCM60_1
Figure 28: Billing Document Structure Unit 2 Lesson 5

TSCM60_1
Figure 29: Effects of Billing Document Unit 2 Lesson 5

Exercise 8: Create a billing document
.
You create a billing document with reference to an outbound delivery to invoice the
relevant amounts to the customer.
1.Create the billing document for the outbound delivery from the previous task.
Write down the document number. ____________________________________________
2.In the billing document header, check to which company code the data has been
posted in Financial Accounting.
____________________________________________
3.Display the accounting document for the billing document, and write down the
accounts to which postings have been made.
____________________________________________
____________________________________________
____________________________________________
TSCM60_1
Unit 2 Exercise 8

Exercise 8: Create a billing document
.
4.Display the document flow for the billing document. What is the overall processing
status for the outbound delivery?
____________________________________________
5.What is the overall processing status for the accounting document?
____________________________________________
TSCM60_1
Unit 2 Exercise 8

Solution 8: Create a billing document
.
You create a billing document with reference to an outbound delivery to invoice the
relevant amounts to the customer.
1.Create the billing document for the outbound delivery from the previous task.
Write down the document number. ____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Create .
b)Enter the number of the outbound delivery in the Document field (the system
may propose the number automatically) and choose Billing Document > Save .
c)The document number is assigned internally by the system and displayed at
the bottom of the screen.
2.In the billing document header, check to which company code the data has been
posted in Financial Accounting.
____________________________________________
TSCM60_1
Unit 2 Solution 8

Solution 8: Create a billing document
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Display .
b)Enter the number of the billing document in the corresponding field and press
ENTER.
c)Choose Goto > Header > Header .
d)The corresponding company code 1000 is displayed on the tab page.
3.Display the accounting document for the billing document, and write down the
accounts to which postings have been made.
____________________________________________
____________________________________________
____________________________________________
a)From the billing document, choose Goto > Accounting overview .
TSCM60_1
Unit 2 Solution 8

Solution 8: Create a billing document
.
b)In the dialog box, double-click the accounting document.
c)Postings have been made to the following accounts: customer account
Motomarket Heidelberg (account T-S50A## ), domestic sales revenue per
item (account 800000 ), and output tax (account 175000 ).
4.Display the document flow for the billing document. What is the overall processing
status for the outbound delivery?
____________________________________________
a)From the billing document, choose Environment > Display document flow .
b)The status of the outbound delivery is Completed .
5.What is the overall processing status for the accounting document?
____________________________________________
a)Within the document flow of the billing document, you can see that the status
of the accounting document is Not cleared .
TSCM60_1
Unit 2 Solution 8

TSCM60_1
Figure 30: Incoming Payment Unit 2 Lesson 5

Exercise 9: Post incoming payment
.
When the customer has paid the invoice you can post the corresponding incoming
payment.
1.First, reproduce the invoiced amount that the customer had to pay. The customer
has paid punctually and, therefore, justifiably claimed the cash discount. Make a
note of the respective pricing conditions that you can find in the billing document
header:
Name of pricing condition Condition valuePriceOutput TaxCash Discount
2.Post the incoming payment using the following information:
Field Name ValueDocument Date today's date
TSCM60_1
Unit 2 Exercise 9

Exercise 9: Post incoming payment
.
Field Name ValueCompany Code 1000Posting Date today's dateCurrency EURAccount (Bank data) 100009Amount 1,280.40Account (Open item selection) T-S50A##
3.Finally, display the document flow for the billing document again.
What is the overall processing status for the accounting document?
____________________________________________
TSCM60_1
Unit 2 Exercise 9

Solution 9: Post incoming payment
.
When the customer has paid the invoice you can post the corresponding incoming
payment.
1.First, reproduce the invoiced amount that the customer had to pay. The customer
has paid punctually and, therefore, justifiably claimed the cash discount. Make a
note of the respective pricing conditions that you can find in the billing document
header:
Name of pricing condition Condition valuePriceOutput TaxCash Discount
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Display .
TSCM60_1
Unit 2 Solution 9

Solution 9: Post incoming payment
.
b)Enter the number of the billing document and press ENTER.
c)Choose Goto > Header > Pricing conditions header .
d)Here you can find the corresponding values:
Name of pricing condition Condition valuePrice EUR 1,200.00Output Tax EUR 120.00Cash Discount EUR 39.60
2.Post the incoming payment using the following information:
Field Name ValueDocument Date today's dateCompany Code 1000
TSCM60_1
Unit 2 Solution 9

Solution 9: Post incoming payment
.
Field Name ValuePosting Date today's dateCurrency EURAccount (Bank data) 100009Amount 1,280.40Account (Open item selection) T-S50A##
a)From the SAP Easy Access menu, choose Accounting > Financial Accounting >
Accounts Receivable > Document entry > Incoming Payments .
b)Enter the listed field values and press ENTER.
c)Choose Document > Post .
3.Finally, display the document flow for the billing document again.
What is the overall processing status for the accounting document?
TSCM60_1
Unit 2 Solution 9

Solution 9: Post incoming payment
.
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Display .
b)Enter the number of the billing document and choose Environment > Display
document flow .
c)The status of the accounting document is Cleared .
TSCM60_1
Unit 2 Solution 9

Summary
You should now be able to:
●Create a billing document
●Post an incoming payment
TSCM60_1

Unit 3: Master Data in Sales and Distribution
Lesson 1: Maintaining Customer Master Data
Lesson 2: Maintaining Material Master Data
Lesson 3: Maintaining Customer-Material Info Records
Lesson 4: Maintaining Condition Master Data for Pricing
Lesson 5: Master Data - Explaining Additional Topics

Lesson 1: Maintaining Customer Master Data
Lesson Objectives
After completing this lesson, you will be able to:
●Create customer master data
●Change customer master data
TSCM60_1
Unit 3 Lesson 1

TSCM60_1
Figure 31: Origin of Data in Sales Documents Unit 3 Lesson 1

TSCM60_1
Figure 32: Structure of Customer Master Data Unit 3 Lesson 1

TSCM60_1
Figure 33: Customer Master Sales Area Data Unit 3 Lesson 1

TSCM60_1
Figure 34: Partner Functions in the Customer
Master
Unit 3 Lesson 1

Exercise 10: Create Customer Master Data
.
A new customer wants to place an order and buy some materials. Therefore, you create a
master record for the customer.
1.Create the customer master record using the following information:
Field Name ValueAccount group 0001 Sold-to partyCustomer (number) 234##Company code 1000Sales organization 1000Distribution channel 12Division 00
Address data:
TSCM60_1
Unit 3 Exercise 10

Exercise 10: Create Customer Master Data
.
Field Name ValueName MillerSearch term SCM600-##Street Main Street 12Postal code 20111City HamburgCountry GermanyTransportation zone Region NorthLanguage Language of the course
Control data:
TSCM60_1
Unit 3 Exercise 10

Exercise 10: Create Customer Master Data
.
Field Name ValueVAT Reg. No. DE##1234567
Company code data:
Field Name ValueReconciliation account 140000
Sales area data:
Field Name ValueCustomer group Trading CompaniesShipping condition ## Standard (corresponds to screen
number + 50)
Delivering plant 1000Incoterms CFR Hamburg
TSCM60_1
Unit 3 Exercise 10

Exercise 10: Create Customer Master Data
.
Field Name ValueTerms of payment ZB00 Payable immediately due netTax classification Liable for tax
Save the customer master record.
2.For the previously created customer master record, write down which values are
maintained for the mandatory partner functions.
Field Name ValueSold-to partyShip-to partyBill-to partyPayer
TSCM60_1
Unit 3 Exercise 10

Solution 10: Create Customer Master Data
.
A new customer wants to place an order and buy some materials. Therefore, you create a
master record for the customer.
1.Create the customer master record using the following information:
Field Name ValueAccount group 0001 Sold-to partyCustomer (number) 234##Company code 1000Sales organization 1000Distribution channel 12Division 00
Address data:
TSCM60_1
Unit 3 Solution 10

Solution 10: Create Customer Master Data
.
Field Name ValueName MillerSearch term SCM600-##Street Main Street 12Postal code 20111City HamburgCountry GermanyTransportation zone Region NorthLanguage Language of the course
Control data:
TSCM60_1
Unit 3 Solution 10

Solution 10: Create Customer Master Data
.
Field Name ValueVAT Reg. No. DE##1234567
Company code data:
Field Name ValueReconciliation account 140000
Sales area data:
Field Name ValueCustomer group Trading CompaniesShipping condition ## Standard (corresponds to screen
number + 50)
Delivering plant 1000Incoterms CFR Hamburg
TSCM60_1
Unit 3 Solution 10

Solution 10: Create Customer Master Data
.
Field Name ValueTerms of payment ZB00 Payable immediately due netTax classification Liable for tax
Save the customer master record.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Create > Complete .
b)On the initial screen, enter the account group, the customer number, and the
relevant organizational units.
c)Press ENTER to call the detailed screens.
d)Maintain the data as listed and save the customer master record.
2.For the previously created customer master record, write down which values are
maintained for the mandatory partner functions.
TSCM60_1
Unit 3 Solution 10

Solution 10: Create Customer Master Data
.
Field Name ValueSold-to partyShip-to partyBill-to partyPayer
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Display > Sales and Distribution .
b)Enter the customer number and the relevant sales area (the fields should
already be filled automatically).
c)Press ENTER to call the customer master record.
d)Choose Goto > Sales area data .
TSCM60_1
Unit 3 Solution 10

Solution 10: Create Customer Master Data
.
e)Find the relevant values on the Partner Functions tab page.
TSCM60_1
Unit 3 Solution 10

TSCM60_1
Figure 35: Effects of Customer Master Data
Changes
Unit 3 Lesson 1

Exercise 11: Enhance a Customer Master Record
.
A customer informs you that an additional ship-to party is required for future deliveries.
To facilitate order processing, you store the additional ship-to party in the customer
master of the sold-to party. Then you create a sales order for your customer.
1.Change the customer master record of the sold-to party from the previous
exercise. In the sales area data, add another ship-to party using the following
information:
Field Name ValueCustomer 234##Sales organization 1000Distribution channel 12Division 00Additional ship-to party T-S50B##
2.Create a sales order for the customer using the following information:
TSCM60_1
Unit 3 Exercise 11

Exercise 11: Enhance a Customer Master Record
.
Field Name ValueOrder type ORSales organization 1000Distribution channel 12Division 00Sold-to party 234##Ship-to party T-S50B##Purchase order number 5-411Requested delivery date In 10 days
3.In the sales order, the system proposes the Incoterms that are maintained in the
customer master record. However, for this order, the Incoterms FOB Hamburg
should apply. Change the Incoterms accordingly.
TSCM60_1
Unit 3 Exercise 11

Exercise 11: Enhance a Customer Master Record
.
4.Does the change affect the customer master record?
____________________________________________
5.Save the order and write down the order number.
____________________________________________
TSCM60_1
Unit 3 Exercise 11

Solution 11: Enhance a Customer Master Record
.
A customer informs you that an additional ship-to party is required for future deliveries.
To facilitate order processing, you store the additional ship-to party in the customer
master of the sold-to party. Then you create a sales order for your customer.
1.Change the customer master record of the sold-to party from the previous
exercise. In the sales area data, add another ship-to party using the following
information:
Field Name ValueCustomer 234##Sales organization 1000Distribution channel 12Division 00Additional ship-to party T-S50B##
TSCM60_1
Unit 3 Solution 11

Solution 11: Enhance a Customer Master Record
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Change > Sales and Distribution .
b)Enter the customer number and the organizational data on the initial screen.
c)Press ENTER to call the customer master record.
d)Choose Goto > Sales area data .
e)Add the additional ship-to party on the Partner Functions tab page.
f)Save the master record.
2.Create a sales order for the customer using the following information:
Field Name ValueOrder type ORSales organization 1000
TSCM60_1
Unit 3 Solution 11

Solution 11: Enhance a Customer Master Record
.
Field Name ValueDistribution channel 12Division 00Sold-to party 234##Ship-to party T-S50B##Purchase order number 5-411Requested delivery date In 10 days
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Fill the relevant fields on the initial screen and press ENTER to call the sales
order.
c)Maintain the information as listed above.
TSCM60_1
Unit 3 Solution 11

Solution 11: Enhance a Customer Master Record
.
3.In the sales order, the system proposes the Incoterms that are maintained in the
customer master record. However, for this order, the Incoterms FOB Hamburg
should apply. Change the Incoterms accordingly.
a)Change the Incoterms on the Sales tab page.
4.Does the change affect the customer master record?
____________________________________________
a)No. The data that is copied from the customer master into the order can be
overwritten, if necessary. The customer master record remains unchanged.
5.Save the order and write down the order number.
____________________________________________
a)Choose Sales document > Save .
TSCM60_1
Unit 3 Solution 11

Exercise 12: Change a Customer Master Record
.
Some data has to be changed for a particular customer. You make the changes in the
customer master record and check the consequences for the existing sales orders.
1.Change a customer master record using the following information:
Field Name ValueCustomer 234##Sales organization 1000Distribution channel 12Division 00
Data to be changed:
Field Name ValueStreet Sun Street 43
TSCM60_1
Unit 3 Exercise 12

Exercise 12: Change a Customer Master Record
.
Field Name ValueTerms of payment ZB02
2.Save your changes.
3.Check the address of the sold-to party in the sales order that you created
previously. Did it change after you changed the customer master record?
____________________________________________
4.Check the payment terms in the sales order. Did they change after you changed
the customer master?
____________________________________________
TSCM60_1
Unit 3 Exercise 12

Solution 12: Change a Customer Master Record
.
Some data has to be changed for a particular customer. You make the changes in the
customer master record and check the consequences for the existing sales orders.
1.Change a customer master record using the following information:
Field Name ValueCustomer 234##Sales organization 1000Distribution channel 12Division 00
Data to be changed:
Field Name ValueStreet Sun Street 43
TSCM60_1
Unit 3 Solution 12

Solution 12: Change a Customer Master Record
.
Field Name ValueTerms of payment ZB02
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Change > Sales and Distribution .
b)Enter the customer number and the organizational data on the entry screen of
the transaction.
c)Press ENTER to call the master record.
d)The field values can be changed on the following tab pages:
Field Name Area Tab pageStreet General data Address
TSCM60_1
Unit 3 Solution 12

Solution 12: Change a Customer Master Record
.
Field Name Area Tab pageTerms of payment Sales area data Billing Documents
2.Save your changes.
a)Choose Customer > Save .
3.Check the address of the sold-to party in the sales order that you created
previously. Did it change after you changed the customer master record?
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Display .
b)Enter the order number and press ENTER to call the order details.
c)You can find the address on the overview screen of the order. It has changed in
accordance with the customer master data.
TSCM60_1
Unit 3 Solution 12

Solution 12: Change a Customer Master Record
.
4.Check the payment terms in the sales order. Did they change after you changed
the customer master?
____________________________________________
a)In the sales order, you find the payment terms on the overview screen of the
order. They have not changed. The new terms of payment in the customer
master only become effective when you create new sales orders. If required,
you would have to change them manually in the existing sales order.
TSCM60_1
Unit 3 Solution 12

Exercise 13: Display a Customer Master Record
.
Display the previously entered customer master record for customer Miller.
1.How can you check the sales areas for which the customer record has been
maintained in the system?
____________________________________________
____________________________________________
2.How can you check when and by whom the customer master was created in the
system?
____________________________________________
____________________________________________
3.How can you check how, when, and by whom which fields in the customer master
were changed in the system?
____________________________________________
____________________________________________
TSCM60_1
Unit 3 Exercise 13

Exercise 13: Display a Customer Master Record
.
4.How can you display a list of orders for the customer from the customer master?
____________________________________________
____________________________________________
5.Can you maintain various addresses for the sold-to party in multiple company
codes in the customer master record?
____________________________________________
____________________________________________
____________________________________________
TSCM60_1
Unit 3 Exercise 13

Solution 13: Display a Customer Master Record
.
Display the previously entered customer master record for customer Miller.
1.How can you check the sales areas for which the customer record has been
maintained in the system?
____________________________________________
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Display > Sales and Distribution .
b)Enter the customer number.
c)Choose Customer’s sales areas.
2.How can you check when and by whom the customer master was created in the
system?
____________________________________________
____________________________________________
TSCM60_1
Unit 3 Solution 13

Solution 13: Display a Customer Master Record
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Display > Complete .
b)Enter the customer number and press ENTER to call the master record.
c)Choose Extras > Administrative Data.
3.How can you check how, when, and by whom which fields in the customer master
were changed in the system?
____________________________________________
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Display > Complete .
b)Enter the customer number and press ENTER to call the master record.
TSCM60_1
Unit 3 Solution 13

Solution 13: Display a Customer Master Record
.
c)Choose Environment > Account Changes > All Fields to see which fields have
been changed.
d)To see how and when a field value was changed, position the cursor on the
relevant line and click Choose (F2) .
e)To see who did the change, position the cursor on the relevant line and click
Choose (F2) .
4.How can you display a list of orders for the customer from the customer master?
____________________________________________
____________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Display > Complete .
b)Enter the customer number and press ENTER to call the master record.
TSCM60_1
Unit 3 Solution 13

Solution 13: Display a Customer Master Record
.
c)Choose Environment > List Documents > Orders.
d)Enter the selection criteria and press ENTER.
5.Can you maintain various addresses for the sold-to party in multiple company
codes in the customer master record?
____________________________________________
____________________________________________
____________________________________________
a)No. The address of the sold-to party is maintained independently of the
organizational units.
TSCM60_1
Unit 3 Solution 13

Summary
You should now be able to:
●Create customer master data
●Change customer master data
TSCM60_1

Lesson 2: Maintaining Material Master Data
Lesson Objectives
After completing this lesson, you will be able to:
●Create material master data
●Explain division-specific and cross-division sales
TSCM60_1
Unit 3 Lesson 2

TSCM60_1
Figure 36: Material Master Data Unit 3 Lesson 2

TSCM60_1
Figure 37: Material Master Data for Sales and
Distribution
Unit 3 Lesson 2

Exercise 14: Create a Material Master Record
.
You have added a new material to your product range and create the corresponding
material master record. You also want to post goods receipts to the stock for this
material, and sell it using a sales order.
1.The new material is a headlight, similar to the existing material T-AS1## . To make
it easier to enter data for the new material master record, you can use the material
T-AS1## as a reference.
Create the new material master record using the following data (apart from this
data, the material has the same features as those proposed by the system for the
reference material T-AS1##).
Note:
Maintain the views Basic Data 1 , Sales:Sales Org. Data 1 , Sales: General/Plant
Data , Sales Text and Accounting 1 .
TSCM60_1
Unit 3 Exercise 14

Exercise 14: Create a Material Master Record
.
Field Name ValueMaterial (leave the field empty)Industry sector RetailMaterial type Trading goodsCopy from material T-AS1##Plant 1000Sales organization 1000Distribution channel 12
Hint:
Use the listed organizational units for the reference material too.
TSCM60_1
Unit 3 Exercise 14

Exercise 14: Create a Material Master Record
.
Field Name ValueMaterial description (short text) Headlight 'Simple'Minimum order quantity 10 piecesMinimum delivery quantity 5 piecesSales price EUR 20 per piece
Hint:
You can navigate to the price master record by choosing Conditions on the Sales:
Sales Org. 1 tab page.
Field Name ValueSales text 'Material is fragile!'Price control S
TSCM60_1
Unit 3 Exercise 14

Exercise 14: Create a Material Master Record
.
Field Name ValueStandard price 10
2.Save the material master record and write down the material number.
____________________________________________
3.You are informed that some pieces have already been delivered for the new
headlight. Post the corresponding goods receipt using the following information:
Field Name ValueMovement type 561Plant 1000Storage Location 0001Material Number of your new material
TSCM60_1
Unit 3 Exercise 14

Exercise 14: Create a Material Master Record
.
Field Name ValueQuantity 200
Hint:
Choose the menu path Logistics > Materials Management > Inventory
Management > Goods Movement > Goods Receipt > Other to post the goods issue.
4.A customer orders the new material. Create the corresponding sales order using
the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12
TSCM60_1
Unit 3 Exercise 14

Exercise 14: Create a Material Master Record
.
Field Name ValueDivision 00Sold-to party T-S50A##Purchase order number 5-1311Requested delivery date in 10 daysMaterial Number of your new materialOrder quantity 10 pieces
5.Save the order and write down the order number.
_____________________________________
6.You want to sell your materials through several sales organizations. Is it possible to
maintain multiple sales units in the material master according to the sales
organization and the distribution channel?
__________________________________________________________
TSCM60_1
Unit 3 Exercise 14

Exercise 14: Create a Material Master Record
.
7.You want to deliver your materials from various plants. Is it possible to maintain
multiple loading groups in the material master according to the plant?
__________________________________________________________
__________________________________________________________
8.Is it possible to maintain multiple minimum order quantities in the material master
according to the division?
__________________________________________________________
__________________________________________________________
TSCM60_1
Unit 3 Exercise 14

Solution 14: Create a Material Master Record
.
You have added a new material to your product range and create the corresponding
material master record. You also want to post goods receipts to the stock for this
material, and sell it using a sales order.
1.The new material is a headlight, similar to the existing material T-AS1## . To make
it easier to enter data for the new material master record, you can use the material
T-AS1## as a reference.
Create the new material master record using the following data (apart from this
data, the material has the same features as those proposed by the system for the
reference material T-AS1##).
Note:
Maintain the views Basic Data 1 , Sales:Sales Org. Data 1 , Sales: General/Plant
Data , Sales Text and Accounting 1 .
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
Field Name ValueMaterial (leave the field empty)Industry sector RetailMaterial type Trading goodsCopy from material T-AS1##Plant 1000Sales organization 1000Distribution channel 12
Hint:
Use the listed organizational units for the reference material too.
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
Field Name ValueMaterial description (short text) Headlight 'Simple'Minimum order quantity 10 piecesMinimum delivery quantity 5 piecesSales price EUR 20 per piece
Hint:
You can navigate to the price master record by choosing Conditions on the Sales:
Sales Org. 1 tab page.
Field Name ValueSales text 'Material is fragile!'Price control S
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
Field Name ValueStandard price 10
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Products > Material > Trading Goods > Create.
b)Enter the industry sector and the number for the reference material.
c)Press ENTER to call the view selection.
d)Select the relevant views.
e)Press ENTER to call the Organizational Levels dialog box.
f)Enter the relevant organizational units and include them in the Copy from area
too.
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
g)Press ENTER to call the selected views of the material master record.
h)Maintain the field values as listed in the exercise.
2.Save the material master record and write down the material number.
____________________________________________
a)In the material master record, choose Save . The material number is assigned
internally by the system.
3.You are informed that some pieces have already been delivered for the new
headlight. Post the corresponding goods receipt using the following information:
Field Name ValueMovement type 561Plant 1000Storage Location 0001
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
Field Name ValueMaterial Number of your new materialQuantity 200
Hint:
Choose the menu path Logistics > Materials Management > Inventory
Management > Goods Movement > Goods Receipt > Other to post the goods issue.
a)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Goods Movement > Goods Receipt > Other .
b)Enter the movement type, the plant, and the storage location on the initial
screen of the transaction.
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
c)Press ENTER to call the screen where you can enter the materials and
quantities for the goods receipt.
d)Enter the material number and the quantity.
e)Choose Post .
4.A customer orders the new material. Create the corresponding sales order using
the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
Field Name ValuePurchase order number 5-1311Requested delivery date in 10 daysMaterial Number of your new materialOrder quantity 10 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Maintain the order type and the organizational units on the initial screen.
c)Press ENTER to call the order details.
d)Maintain the relevant data.
5.Save the order and write down the order number.
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
_____________________________________
a)In the sales order, choose Save .
6.You want to sell your materials through several sales organizations. Is it possible to
maintain multiple sales units in the material master according to the sales
organization and the distribution channel?
__________________________________________________________
a)Yes. In the material master, there are various ways to maintain multiple fields,
such as the sales units, depending on the sales organization and the
distribution channel.
7.You want to deliver your materials from various plants. Is it possible to maintain
multiple loading groups in the material master according to the plant?
__________________________________________________________
__________________________________________________________
TSCM60_1
Unit 3 Solution 14

Solution 14: Create a Material Master Record
.
a)Yes. In the material master, there are various ways to maintain multiple fields,
such as the loading group, depending on the plant.
8.Is it possible to maintain multiple minimum order quantities in the material master
according to the division?
__________________________________________________________
__________________________________________________________
a)No. It is not possible to maintain field values in the material master data
depending on the division. A division can be uniquely assigned to a material.
TSCM60_1
Unit 3 Solution 14

TSCM60_1
Figure 38: Cross-Division Sales Unit 3 Lesson 2

TSCM60_1
Figure 39: Division-Specific Sales Unit 3 Lesson 2

Summary
You should now be able to:
●Create material master data
●Explain division-specific and cross-division sales
TSCM60_1

Lesson 3: Maintaining Customer-Material Info Records
Lesson Objectives
After completing this lesson, you will be able to:
●Create a customer-material info record
TSCM60_1
Unit 3 Lesson 3

TSCM60_1
Figure 40: Customer-Material Info Record Unit 3 Lesson 3

TSCM60_1
Figure 41: Order Entry Using Customer-Material
Info Records
Unit 3 Lesson 3

Exercise 15: Create a Customer-Material Info Record
.
Some major customers usually order materials using their own material numbers. To
facilitate sales order processing, you use the customer-material information master data.
1.One of your major customers orders materials using their own material numbers.
Create a customer-material info record using the following data:
Field Name ValueCustomer T-S50A##Sales Organization 1000Distribution Channel 12Material number T-AS1##Customer material number K-4711-##Customer material description Headlight 4711
2.The customer now places an order for the first time using their own material
number. Create the corresponding sales order using the following information:
TSCM60_1
Unit 3 Exercise 15

Exercise 15: Create a Customer-Material Info Record
.
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 5-1911Requested delivery date in 10 daysCustomer material number K-4711-##Order quantity 10 pieces
3.Save the order and write down the order number.
_____________________________________
TSCM60_1
Unit 3 Exercise 15

Exercise 15: Create a Customer-Material Info Record
.
4.Create an outbound delivery for the previous sales order using the following
information:
Field Name ValueShipping Point Z0##Selection Date in 20 daysOrder The order number of your last order
5.Save the outbound delivery and write down the order number.
____________________________________________
6.Is the customer material number available on the delivery note?
TSCM60_1
Unit 3 Exercise 15

Solution 15: Create a Customer-Material Info Record
.
Some major customers usually order materials using their own material numbers. To
facilitate sales order processing, you use the customer-material information master data.
1.One of your major customers orders materials using their own material numbers.
Create a customer-material info record using the following data:
Field Name ValueCustomer T-S50A##Sales Organization 1000Distribution Channel 12Material number T-AS1##Customer material number K-4711-##Customer material description Headlight 4711
TSCM60_1
Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Agreements > Customer Material Information > Create .
b)Enter the customer number and the organizational data on the initial screen.
c)Press ENTER to call the details of the master record.
d)Enter the material number in the first column of the first empty line.
e)Select the line and choose Info Record Details (F2) .
f)Maintain the further information.
g)Choose Save .
2.The customer now places an order for the first time using their own material
number. Create the corresponding sales order using the following information:
TSCM60_1
Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record
.
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 5-1911Requested delivery date in 10 daysCustomer material number K-4711-##Order quantity 10 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
TSCM60_1
Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record
.
b)Enter the order type and the organizational data on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Enter the relevant field values.
3.Save the order and write down the order number.
_____________________________________
a)In the sales order, choose Save .
4.Create an outbound delivery for the previous sales order using the following
information:
Field Name ValueShipping Point Z0##Selection Date in 20 days
TSCM60_1
Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record
.
Field Name ValueOrder The order number of your last order
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the field values on the initial screen of the transaction.
c)Press ENTER to call the details of the delivery.
5.Save the outbound delivery and write down the order number.
____________________________________________
a)In the outbound delivery, choose Save .
6.Is the customer material number available on the delivery note?
TSCM60_1
Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Display .
b)Enter the delivery number (do not press ENTER).
c)Choose Outbound Delivery > Issue Delivery Output .
d)Select the line with the message type LD00.
e)Choose Print Preview .
f)The customer material number is available on the delivery note.
TSCM60_1
Unit 3 Solution 15

Summary
You should now be able to:
●Create a customer-material info record
TSCM60_1

Lesson 4: Maintaining Condition Master Data for Pricing
Lesson Objectives
After completing this lesson, you will be able to:
●Create condition master data
TSCM60_1
Unit 3 Lesson 4

TSCM60_1
Figure 42: Condition Master Data Unit 3 Lesson 4

TSCM60_1
Figure 43: Condition Master Records in Pricing Unit 3 Lesson 4

TSCM60_1
Figure 44: Pricing in Sales Orders Unit 3 Lesson 4

Exercise 16: Create a Condition Master Record (Sales Price)
.
You have to define certain price agreements for some major customers. Since these
customers place orders frequently, they should receive lower prices for some materials,
depending on the quantity ordered.
Since it is not necessary to enter these agreements every time you create an order, you
want to use the automatic pricing function in the system and create the appropriate
condition master data.
1.Create a condition master record using the following information:
Field Name ValueCondition Type PR00Sales Organization 1000Distribution Channel 12Customer T-S50A##Material T-AS1##
TSCM60_1
Unit 3 Exercise 16

Exercise 16: Create a Condition Master Record (Sales Price)
.
The price for the material should depend on the order quantity. Therefore maintain
the following price scale:
Scale quantity Amount1 piece EUR 29 per piece10 pieces EUR 28 per piece100 pieces EUR 27 per piece
2.After saving the price agreement with the major customer in the system, you
receive another order. Create a sales order based on the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00
TSCM60_1
Unit 3 Exercise 16

Exercise 16: Create a Condition Master Record (Sales Price)
.
Field Name ValueSold-to party T-S50A##Purchase order number 5-2311Requested delivery date in 10 daysMaterial T-AS1##Order Quantity 20 pieces
3.During order entry, you want to make sure that the automatic pricing function has
determined the correct prices for material T-AS1##.
Which price per piece was determined by the system?
_______________________________________
4.Save the order and write down the order number.
______________________________________
TSCM60_1
Unit 3 Exercise 16

Solution 16: Create a Condition Master Record (Sales Price)
.
You have to define certain price agreements for some major customers. Since these
customers place orders frequently, they should receive lower prices for some materials,
depending on the quantity ordered.
Since it is not necessary to enter these agreements every time you create an order, you
want to use the automatic pricing function in the system and create the appropriate
condition master data.
1.Create a condition master record using the following information:
Field Name ValueCondition Type PR00Sales Organization 1000Distribution Channel 12Customer T-S50A##Material T-AS1##
TSCM60_1
Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price)
.
The price for the material should depend on the order quantity. Therefore maintain
the following price scale:
Scale quantity Amount1 piece EUR 29 per piece10 pieces EUR 28 per piece100 pieces EUR 27 per piece
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Conditions > Select Using Condition Type > Create .
b)Enter the condition type PR00 and press ENTER to continue.
c)In the dialog box, choose the key combination Customer/material with release
status .
d)Press ENTER to call the details of the master record.
TSCM60_1
Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price)
.
e)Enter the organizational units, the customer number, and the material number.
f)Press ENTER to confirm your entries.
g)Select the line in which you entered the material number.
h)Choose Goto > Scales .
i)Maintain the price scale.
j)Choose Condition > Save .
2.After saving the price agreement with the major customer in the system, you
receive another order. Create a sales order based on the following information:
Field Name ValueOrder Type ORSales Organization 1000
TSCM60_1
Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price)
.
Field Name ValueDistribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 5-2311Requested delivery date in 10 daysMaterial T-AS1##Order Quantity 20 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the organizational information and the order type on the initial screen of
the transaction.
TSCM60_1
Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price)
.
c)Press ENTER to call the order details.
d)Maintain the relevant information in the sales order.
3.During order entry, you want to make sure that the automatic pricing function has
determined the correct prices for material T-AS1##.
Which price per piece was determined by the system?
_______________________________________
a)In the sales order, select item 10.
b)Choose Goto > Item > Conditions .
c)The system has determined a price of EUR 28 per piece.
4.Save the order and write down the order number.
______________________________________
a)In the sales order, choose Sales document > Save .
TSCM60_1
Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price)
.
The document number is assigned internally by the system.
TSCM60_1
Unit 3 Solution 16

Exercise 17: Create a Condition Master Record (Discount)
.
You have to maintain a specific discount for a customer. Depending on the value of an
order item, the customer should be granted a percentage discount.
1.Create a condition master record using the following information: You have agreed
with customer T-S50A## that, from now on , they are to be granted a percentage
discount for all materials, depending on the item value.
Field Name ValueCondition Type K007Sales Organization 1000Distribution Channel 12Division 00Customer T-S50A##
Maintain the following discount scale:
TSCM60_1
Unit 3 Exercise 17

Exercise 17: Create a Condition Master Record (Discount)
.
Scale value AmountEUR 100 -1%EUR 500 -2%EUR 1,000 -3%
2.Your customer places the next order. Create the corresponding sales order based
on the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##
TSCM60_1
Unit 3 Exercise 17

Exercise 17: Create a Condition Master Record (Discount)
.
Field Name ValuePurchase order number 5-2511Requested delivery date in 10 daysMaterial T-AS1##Order Quantity 10 pieces
3.During order entry, you want to make sure that the automatic pricing function has
determined the correct discount.
Which customer discount was determined by the system?
_______________________________________
4.Save the order and write down the order number.
______________________________________
TSCM60_1
Unit 3 Exercise 17

Solution 17: Create a Condition Master Record (Discount)
.
You have to maintain a specific discount for a customer. Depending on the value of an
order item, the customer should be granted a percentage discount.
1.Create a condition master record using the following information: You have agreed
with customer T-S50A## that, from now on , they are to be granted a percentage
discount for all materials, depending on the item value.
Field Name ValueCondition Type K007Sales Organization 1000Distribution Channel 12Division 00Customer T-S50A##
Maintain the following discount scale:
TSCM60_1
Unit 3 Solution 17

Solution 17: Create a Condition Master Record (Discount)
.
Scale value AmountEUR 100 -1%EUR 500 -2%EUR 1,000 -3%
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Conditions > Select Using Condition Type > Create .
b)Enter the condition type K007 and press ENTER to continue.
c)Enter the organizational units and the customer number.
d)Press ENTER to confirm your entries.
e)Select the line in which you entered the customer number.
TSCM60_1
Unit 3 Solution 17

Solution 17: Create a Condition Master Record (Discount)
.
f)Choose Goto > Scales .
g)Maintain the discount scale.
h)Choose Condition > Save .
2.Your customer places the next order. Create the corresponding sales order based
on the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 5-2511
TSCM60_1
Unit 3 Solution 17

Solution 17: Create a Condition Master Record (Discount)
.
Field Name ValueRequested delivery date in 10 daysMaterial T-AS1##Order Quantity 10 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the organizational information and the order type on the initial screen of
the transaction.
c)Press ENTER to call the order details.
d)Maintain the relevant information in the sales order.
3.During order entry, you want to make sure that the automatic pricing function has
determined the correct discount.
TSCM60_1
Unit 3 Solution 17

Solution 17: Create a Condition Master Record (Discount)
.
Which customer discount was determined by the system?
_______________________________________
a)In the sales order, select your item.
b)Choose Goto > Item > Conditions .
c)The system has determined the customer discount K007 (-1%) based on the
corresponding master record.
4.Save the order and write down the order number.
______________________________________
a)In the sales order, choose Sales document > Save .
The document number is assigned internally by the system.
TSCM60_1
Unit 3 Solution 17

Exercise 18: Understand the Background of Condition Master
Data
.
Questions on condition master data in pricing.
TSCM60_1
Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master
Data
.
Which condition master data categories (4) can be used in pricing?
TSCM60_1
Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master
Data
.
You want to sell your materials through multiple distribution channels. Is it possible to maintain the
prices in the condition master in different ways according to the distribution channel?
TSCM60_1
Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master
Data
.
You have entered a sales order. By doing so, prices were determined by the automatic pricing
function. Can you change the prices manually when entering the order?
TSCM60_1
Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master
Data
.
During sales order processing, you use various divisions. However, you always want to use the same
condition master data for all divisions. To avoid unnecessary maintenance of condition master data
for multiple divisions, you would like to configure the system in such a way that the condition master
data of division 00 is also valid for divisions 01 and 02. Is this possible?
TSCM60_1
Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master
Data
.
Is it possible to make these settings for frequently used customer and material master data as well?
TSCM60_1
Unit 3 Exercise 18

Solution 18: Understand the Background of Condition Master
Data
.
Questions on condition master data in pricing.
TSCM60_1
Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master
Data
.
Which condition master data categories (4) can be used in pricing?
.
Prices, surcharges/discounts, freights, taxes.
TSCM60_1
Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master
Data
.
You want to sell your materials through multiple distribution channels. Is it possible to maintain the
prices in the condition master in different ways according to the distribution channel?
.
Yes. Usually, the price is maintained according to the sales organization and the
distribution channel. The price can also be maintained according to further criteria (the
customer, for example).
TSCM60_1
Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master
Data
.
You have entered a sales order. By doing so, prices were determined by the automatic pricing
function. Can you change the prices manually when entering the order?
.
Yes. Usually, during order entry, you can overwrite the price manually. However, it is
possible to restrict this by making the relevant settings in Customizing or in the condition
record.
TSCM60_1
Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master
Data
.
During sales order processing, you use various divisions. However, you always want to use the same
condition master data for all divisions. To avoid unnecessary maintenance of condition master data
for multiple divisions, you would like to configure the system in such a way that the condition master
data of division 00 is also valid for divisions 01 and 02. Is this possible?
.
Yes. In Customizing, you can set up division 00 as a representative division and reference
divisions 01 and 02 to it. In this way, the condition master data of division 00 is also valid
for divisions 01 and 02.
TSCM60_1
Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master
Data
.
Is it possible to make these settings for frequently used customer and material master data as well?
.
For customer master data, it is possible to configure frequently used master data for the
divisions. For material master data, this is only possible for distribution channels, since
the division in the material master is not used as an organizational unit where the
dependent material master data would be maintained.
TSCM60_1
Unit 3 Solution 18

Summary
You should now be able to:
●Create condition master data
TSCM60_1

Lesson 5: Master Data - Explaining Additional Topics
Lesson Objectives
After completing this lesson, you will be able to:
●Display output master data
●Explain the concept of common master data
●Complete incomplete documents
TSCM60_1
Unit 3 Lesson 5

TSCM60_1
Figure 45: Relevance of Output Master Data Unit 3 Lesson 5

TSCM60_1
Figure 46: Common Master Data - Distribution
Channels
Unit 3 Lesson 5

TSCM60_1
Figure 47: Common Master Data - Divisions Unit 3 Lesson 5

TSCM60_1
Figure 48: Incompletion Log Unit 3 Lesson 5

Exercise 19: Handle Incomplete Sales Documents
.
Sales documents are sometimes incomplete after creation (due to incomplete master
data, for example). Therefore, you have to know how incomplete sales documents can be
identified and completed. You will now create an incomplete sales order and then perform
the necessary steps to complete it.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##Order quantity 10
TSCM60_1
Unit 3 Exercise 19

Exercise 19: Handle Incomplete Sales Documents
.
Ensure that the purchase order number field remains empty and remove the
automatically determined plant from item 10.
2.Save the incomplete sales order and write down the order number.
______________________________________________________
3.Try to create the outbound delivery with reference to the incomplete order using
the shipping point Z0## and today in 10 days as the selection date. Is it possible?
_____________________
4.Use the list of incomplete orders to look for your incomplete documents.
5.Complete the sales order using the following information:
Field Name ValuePurchase order number 3-991Delivering plant 1000
TSCM60_1
Unit 3 Exercise 19

Exercise 19: Handle Incomplete Sales Documents
.
6.Save the sales order again.
7.Try to create the outbound delivery a second time. Is it possible now?
______________________
TSCM60_1
Unit 3 Exercise 19

Solution 19: Handle Incomplete Sales Documents
.
Sales documents are sometimes incomplete after creation (due to incomplete master
data, for example). Therefore, you have to know how incomplete sales documents can be
identified and completed. You will now create an incomplete sales order and then perform
the necessary steps to complete it.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##
TSCM60_1
Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents
.
Field Name ValueOrder quantity 10
Ensure that the purchase order number field remains empty and remove the
automatically determined plant from item 10.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Maintain the field values on the overview screen.
TSCM60_1
Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents
.
Hint:
When the warning message concerning the purchase order number appears,
press ENTER to continue.
e)Navigate to the Shipping tab page.
f)Remove the field value for the plant.
2.Save the incomplete sales order and write down the order number.
______________________________________________________
a)Within the sales order, choose Sales Document > Save .
b)A dialog box appears, asking if you want to save the order even though it is
incomplete. Choose Save .
TSCM60_1
Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents
.
3.Try to create the outbound delivery with reference to the incomplete order using
the shipping point Z0## and today in 10 days as the selection date. Is it possible?
_____________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the shipping point and the selection date on the initial screen of the
transaction.
c)Press ENTER to create the outbound delivery.
d)The system states that the order cannot be delivered since it is incomplete.
4.Use the list of incomplete orders to look for your incomplete documents.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Information System > Orders > Incomplete Orders .
TSCM60_1
Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents
.
b)Ensure that your user ID is maintained in the Created By field.
c)Choose Program > Execute to start the selection.
d)Your incomplete order is displayed in the list.
5.Complete the sales order using the following information:
Field Name ValuePurchase order number 3-991Delivering plant 1000
a)In the list of incomplete orders, select the line with your incomplete order.
b)Choose Goto > Edit incompletion to navigate to the incompletion log.
c)Select the line with the PO number in the list of missing data.
TSCM60_1
Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents
.
d)Choose Edit > Complete data .
e)Enter the purchase order number in the respective field.
f)Choose Goto > Back to navigate to the incompletion log again. As you can see,
the purchase order number is no longer listed as missing data.
g)Select the line with the Plant in the list of missing data.
h)Choose Edit > Complete data .
i)Enter the plant in the respective field.
j)Choose Goto > Back to navigate to the incompletion log again. Instead of
displaying the incompletion log again, the system states that the document is
complete.
6.Save the sales order again.
TSCM60_1
Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents
.
a)In the sales order, choose Sales Document > Save . By doing so, you will
automatically navigate back to the list of incomplete orders.
7.Try to create the outbound delivery a second time. Is it possible now?
______________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the shipping point Z0## and the selection date (today in 10 days) on the
initial screen of the transaction.
c)Press ENTER to create the outbound delivery.
d)The system can now create the outbound delivery. You do not have to save the
document.
TSCM60_1
Unit 3 Solution 19

Summary
You should now be able to:
●Display output master data
●Explain the concept of common master data
●Complete incomplete documents
TSCM60_1

Unit 4: Automatic Data Determination and Shipment
Scheduling
Lesson 1: Analysing the Results of Automatic Data Determination
Lesson 2: Analysing the Results of Delivery and Transportation Scheduling

Lesson 1: Analysing the Results of Automatic Data
Determination
Lesson Objectives
After completing this lesson, you will be able to:
●Check the results of automatic data determination
TSCM60_1
Unit 4 Lesson 1

TSCM60_1
Figure 49: Determining the Delivering Plant
Automatically
Unit 4 Lesson 1

TSCM60_1
Figure 50: Shipping Points per Delivering Plant Unit 4 Lesson 1

TSCM60_1
Figure 51: Determining the Shipping Point
Automatically
Unit 4 Lesson 1

TSCM60_1
Figure 52: Route Structure Unit 4 Lesson 1

TSCM60_1
Figure 53: Determining the Route Automatically Unit 4 Lesson 1

Exercise 20: Check the Results of Automatic Data
Determination
.
When you create sales orders, some important field values can be determined
automatically by the system. You will create a sales order and verify the automatic
determination of the relevant shipping points and transportation routes.
1.Create a sales order using the following information:
Field Name ValueOrder Type ZA##Sales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 6-111
TSCM60_1
Unit 4 Exercise 20

Exercise 20: Check the Results of Automatic Data
Determination
.
Field Name ValueRequested delivery date in 10 daysMaterial Order QuantityT-AS1## 7T-AS2## 8
2.Which delivering plants have been automatically determined for both items?
Item 10: ___________________________________________
Item 20: ___________________________________________
3.When determining the correct value for the delivering plant, the system checks 3
master data sources in which the delivering plant can be specified. What are these
sources?
TSCM60_1
Unit 4 Exercise 20

Exercise 20: Check the Results of Automatic Data
Determination
.
___________________________________________
___________________________________________
___________________________________________
4.From which master data source does the value for the delivering plant in item 10
come?
___________________________________________
5.Which shipping points have been automatically determined for both items of the
sales order?
Item 10: ___________________________________________
Item 20: ___________________________________________
6.The system uses 3 criteria to determine the shipping point. What are they?
___________________________________________
TSCM60_1
Unit 4 Exercise 20

Exercise 20: Check the Results of Automatic Data
Determination
.
___________________________________________
___________________________________________
7.Which values for the 3 criteria have been used to automatically determine the
shipping point for item 10?
________________________________________________
________________________________________________
________________________________________________
8.Which routes have been determined for both items?
Item 10: ___________________________________________
Item 20: ___________________________________________
9.Save the order and write down the document number.
_______________________________________________
TSCM60_1
Unit 4 Exercise 20

Solution 20: Check the Results of Automatic Data
Determination
.
When you create sales orders, some important field values can be determined
automatically by the system. You will create a sales order and verify the automatic
determination of the relevant shipping points and transportation routes.
1.Create a sales order using the following information:
Field Name ValueOrder Type ZA##Sales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 6-111
TSCM60_1
Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data
Determination
.
Field Name ValueRequested delivery date in 10 daysMaterial Order QuantityT-AS1## 7T-AS2## 8
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen.
c)Press ENTER to call the order details.
d)Maintain the relevant fields.
TSCM60_1
Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data
Determination
.
2.Which delivering plants have been automatically determined for both items?
Item 10: ___________________________________________
Item 20: ___________________________________________
a)In the sales order, you can find the field values that were determined for the
delivering plants on the Sales tab page. Plant 1000 has been determined for
both items.
3.When determining the correct value for the delivering plant, the system checks 3
master data sources in which the delivering plant can be specified. What are these
sources?
___________________________________________
___________________________________________
___________________________________________
TSCM60_1
Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data
Determination
.
a)The customer-material information record, the customer master record of the
ship-to party, and the material master record.
4.From which master data source does the value for the delivering plant in item 10
come?
___________________________________________
a)You do not want to leave the order now, so choose System > Create Session to
start a new session.
b)From the SAP Easy Access menu of the new session, choose Logistics > Sales
and Distribution > Master Data > Agreements > Customer Material Information >
Display .
c)Enter customer T-S50B##, sales organization 1000, distribution channel 12,
and material T-AS1##.
TSCM60_1
Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data
Determination
.
d)Choose Execute (F8) to start the selection. The system is unable to find a
corresponding master record, so the value for the delivering plant is not taken
from a customer-material information record.
e)To check the next option, go back to the session in which you still have the
sales order on the screen.
f)Choose Environment > Display Ship To Party.
g)On the Shipping tab page in the Sales Area Data 1000 is maintained as relevant
delivering plant.
5.Which shipping points have been automatically determined for both items of the
sales order?
Item 10: ___________________________________________
Item 20: ___________________________________________
TSCM60_1
Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data
Determination
.
a)In the sales order, choose the Shipping tab page. The shipping point Z0## has
been determined for both items.
6.The system uses 3 criteria to determine the shipping point. What are they?
___________________________________________
___________________________________________
___________________________________________
a)The system can determine the shipping point of a sales order item by using the
delivering plant, shipping conditions, and loading group as criteria.
7.Which values for the 3 criteria have been used to automatically determine the
shipping point for item 10?
________________________________________________
________________________________________________
TSCM60_1
Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data
Determination
.
________________________________________________
a)You can find the relevant delivering plant for item 10 on the Sales tab page of
the sales order. It is delivering plant 1000.
b)To check the shipping conditions, choose Goto > Header > Shipping within the
sales order. The shipping condition equals ## Standard. The code for the
shipping condition is ##+50 (60 for group 10, for example).
c)Choose Goto > Back to navigate back to the overview screen of the sales order.
d)Select item 10.
e)Choose Environment > Display material to navigate to the material master
record.
f)Choose the Sales: General/Plant tab page. The relevant value for the loading
group is 0003 .
TSCM60_1
Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data
Determination
.
8.Which routes have been determined for both items?
Item 10: ___________________________________________
Item 20: ___________________________________________
a)The automatically determined routes can also be found on the Shipping tab
page. Route R00030 applies for both items.
9.Save the order and write down the document number.
_______________________________________________
a)Within the sales order, choose Sales Document > Save . The document number
is assigned internally by the system.
TSCM60_1
Unit 4 Solution 20

Summary
You should now be able to:
●Check the results of automatic data determination
TSCM60_1

Lesson 2: Analysing the Results of Delivery and Transportation
Scheduling
Lesson Objectives
After completing this lesson, you will be able to:
●Check the results of delivery and transportation scheduling
TSCM60_1
Unit 4 Lesson 2

TSCM60_1
Figure 54: Backward Scheduling Unit 4 Lesson 2

TSCM60_1
Figure 55: Forward Scheduling Unit 4 Lesson 2

Exercise 21: Check the Results of Delivery and Transportation
Scheduling
.
When entering an order, you would like to check if the requested delivery date can be met.
If the requested delivery date cannot be confirmed, the customer is offered the first
possible delivery date.
You now check on which dates the individual work stages for shipping and transportation
processing must begin for the ordered products to get to the customer on time.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##
TSCM60_1
Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation
Scheduling
.
Field Name ValuePurchase order number 6-411Requested delivery date in 10 daysMaterial Order quantity Ship-to partyT-AS1## 5 T-S50A##T-AS3## 1 T-S50B##
Hint:
To maintain the different ship-to-party for the second item, branch to the item
details and choose the Partners tab page. Overwrite the automatically
determined partner for the ship-to party with the ship-to party specified above.
TSCM60_1
Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation
Scheduling
.
Allow the system to redetermine the plant and the shipping point when the
corresponding pop-up appears.
2.Determine the shipping dates for the confirmed schedule line of item 10 and write
them down.
Field Name ValueDelivery dateGoods issue dateLoading dateTransportation planning date
3.Save the order and write down the document number.
_______________________________________________
TSCM60_1
Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation
Scheduling
.
4.Which of the steps for shipping and transportation processing must be completed
so that loading can be performed on the determined loading date?
____________________________________________________________
____________________________________________________________
Hint:
You can use the F1 help to call information about the tasks and the use of
different dates in delivery and transportation scheduling.
5.To check the effects of your delivery and transportation scheduling, you now
create an outbound delivery with reference to the last sales order. Use the
following information:
Field Name ValueShipping point Z0##
TSCM60_1
Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation
Scheduling
.
Field Name ValueSelection date todayOrder order number of the last order
Can the outbound delivery be created?
______________________________________________
6.Try to create the outbound delivery again using the material availability date of one
of the items of your order as the selection date. Can you deliver the order now?
____________________________________________________________
Do NOT save the outbound delivery.
TSCM60_1
Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation
Scheduling
.
Hint:
If you have accidentally saved the outbound delivery, delete the delivery
document with the transaction:
Logistics > Sales and Distribution > Shipping and Transportation > Outbound
Delivery > Change > Single Document. Enter the number of the outbound delivery
in the respective field and choose Outbound Delivery > Delete .
TSCM60_1
Unit 4 Exercise 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
When entering an order, you would like to check if the requested delivery date can be met.
If the requested delivery date cannot be confirmed, the customer is offered the first
possible delivery date.
You now check on which dates the individual work stages for shipping and transportation
processing must begin for the ordered products to get to the customer on time.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
Field Name ValuePurchase order number 6-411Requested delivery date in 10 daysMaterial Order quantity Ship-to partyT-AS1## 5 T-S50A##T-AS3## 1 T-S50B##
Hint:
To maintain the different ship-to-party for the second item, branch to the item
details and choose the Partners tab page. Overwrite the automatically
determined partner for the ship-to party with the ship-to party specified above.
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
Allow the system to redetermine the plant and the shipping point when the
corresponding pop-up appears.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational data on the initial screen.
c)Press ENTER to call the order details.
d)Maintain the relevant information on the overview screen of the sales order.
e)Double-click item 20 to navigate to the item details.
f)Choose the Partners tab page.
g)In the Partner column, change the ship-to party as requested.
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
h)Press ENTER to confirm the change of the ship-to party.
i)Confirm the two information messages by pressing ENTER.
j)In the Adjust item pop-up, click on Redetermine to allow the system to
redetermine the plant and the shipping point for the item.
2.Determine the shipping dates for the confirmed schedule line of item 10 and write
them down.
Field Name ValueDelivery dateGoods issue dateLoading dateTransportation planning date
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
a)In the sales order, double-click item 10 to navigate to the item details.
b)Navigate to the Schedule lines tab page.
c)Select the second schedule line with the confirmed quantity of 5 pieces.
d)Click the Shipping button below the schedule lines. The different dates are
displayed here.
3.Save the order and write down the document number.
_______________________________________________
a)In the sales order, choose Sales Document > Save . The document number is
assigned internally by the system.
4.Which of the steps for shipping and transportation processing must be completed
so that loading can be performed on the determined loading date?
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
____________________________________________________________
____________________________________________________________
Hint:
You can use the F1 help to call information about the tasks and the use of
different dates in delivery and transportation scheduling.
a)Preparation (picking and packing) and transportation planning must be
completed so that loading can begin on time.
5.To check the effects of your delivery and transportation scheduling, you now
create an outbound delivery with reference to the last sales order. Use the
following information:
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
Field Name ValueShipping point Z0##Selection date todayOrder order number of the last order
Can the outbound delivery be created?
______________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the relevant field values on the initial screen of the transaction.
c)Press ENTER to create the outbound delivery.
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
d)The outbound delivery cannot be created, since no schedule lines of the order
are due for delivery creation to date.
6.Try to create the outbound delivery again using the material availability date of one
of the items of your order as the selection date. Can you deliver the order now?
____________________________________________________________
Do NOT save the outbound delivery.
Hint:
If you have accidentally saved the outbound delivery, delete the delivery
document with the transaction:
Logistics > Sales and Distribution > Shipping and Transportation > Outbound
Delivery > Change > Single Document. Enter the number of the outbound delivery
in the respective field and choose Outbound Delivery > Delete .
TSCM60_1
Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation
Scheduling
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)On the initial screen, enter the shipping point, the order number, and the
material availability date of one of the order items as the selection date.
c)Press ENTER to create the outbound delivery.
d)Now the outbound delivery can be created. Shipping processing must begin on
the material availability date for the goods to arrive at the customer’s location
on the confirmed delivery date.
TSCM60_1
Unit 4 Solution 21

Summary
You should now be able to:
●Check the results of delivery and transportation scheduling
TSCM60_1

Unit 5: Collective Processing in Sales and Distribution
Lesson 1: Executing Collective Processing in Sales and Distribution

Lesson 1: Executing Collective Processing in Sales and
Distribution
Lesson Objectives
After completing this lesson, you will be able to:
●Explain the idea of worklists
●Create outbound deliveries via collective processing
●Complete shipping functions via collective processing
●Create billing documents via collective processing
TSCM60_1
Unit 5 Lesson 1

TSCM60_1
Figure 56: Usage of Worklists Unit 5 Lesson 1

Procedure: To use Worklists for Collective Processing in Sales
and Distribution
You want to create a follow-up document within a sales and distribution process via
collective processing.
1.Start the transaction to create the respective documents (for example, outbound
deliveries) via collective processing.
2.Enter the appropriate selection criteria to select the documents (for example, sales
orders), for which you want to create the corresponding follow-up documents (for
example, outbound deliveries).
3.In the results list for your selection, choose the desired documents and create the
follow-up documents directly.
4.In some cases (creation of outbound deliveries, creation of billing documents) the
system provides a log that you can use to retrace the collective run.
TSCM60_1
Unit 5 Lesson 1

TSCM60_1
Figure 57: Collective Processing of the Delivery
Due List
Unit 5 Lesson 1

TSCM60_1
Figure 58: Examples for Creation of Outbound
Deliveries
Unit 5 Lesson 1

Exercise 22: Create Outbound Deliveries via Collective
Processing
.
Although you enter orders one at a time, the corresponding follow-up documents are
usually created using collective processing. In this way, multiple documents can be
created in one step.
You will now create two sales orders and then use collective processing to create the
corresponding outbound deliveries.
Caution:
If you have already performed the exercises in the Automatic Data Determination and
Shipment Scheduling unit, you do not need to create the two orders!
1.Create the first sales order using the following information:
Field Name ValueOrder Type ZA##Sales Organization 1000
TSCM60_1
Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective
Processing
.
Field Name ValueDistribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 6-111Requested delivery date in 10 daysMaterial Order QuantityT-AS1## 7T-AS2## 8
Save the sales order.
TSCM60_1
Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective
Processing
.
2.Create the second sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 6-411Requested delivery date in 10 daysMaterial Order quantity Ship-to partyT-AS1## 5 T-S50A##
TSCM60_1
Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective
Processing
.
Material Order quantity Ship-to partyT-AS3## 1 T-S50B##
Hint:
To maintain the different ship-to party for the second item, branch to the item
details and choose the Partners tab page. Overwrite the automatically
determined partner for the ship-to party with the ship-to party specified above.
Allow the system to redetermine the plant and the shipping point when the
corresponding dialog box appears. Then save the order.
3.Start the collective processing of documents due for delivery using the following
information:
TSCM60_1
Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective
Processing
.
Field Name ValueShipping point Z0##Delivery creation date From start of this week to today in four
weeks
Ship-to party T-S50A## and T-S50B##
Hint:
Choose the Multiple selection icon to enter single ship-to party numbers on the
selection screen.
4.Why does at least one of the orders that you created appear twice in the list?
____________________________________________________
____________________________________________________
TSCM60_1
Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective
Processing
.
5.Via which routes will the outbound deliveries be shipped?
_____________ _____________
6.Select only those lines that refer to the two orders you created beforehand, and
start the creation of the corresponding outbound deliveries in the background.
Hint:
Use the CTRL key to select multiple lines.
7.Display the collective processing log. Note the group (log) number.
Group number: ________________________________________
8.How many outbound deliveries have been created?
Number of outbound deliveries: _______________________________
9.Determine the document numbers of the outbound deliveries.
TSCM60_1
Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective
Processing
.
_____________ _____________ _____________
TSCM60_1
Unit 5 Exercise 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
Although you enter orders one at a time, the corresponding follow-up documents are
usually created using collective processing. In this way, multiple documents can be
created in one step.
You will now create two sales orders and then use collective processing to create the
corresponding outbound deliveries.
Caution:
If you have already performed the exercises in the Automatic Data Determination and
Shipment Scheduling unit, you do not need to create the two orders!
1.Create the first sales order using the following information:
Field Name ValueOrder Type ZA##Sales Organization 1000
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
Field Name ValueDistribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 6-111Requested delivery date in 10 daysMaterial Order QuantityT-AS1## 7T-AS2## 8
Save the sales order.
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen.
c)Press ENTER to call the order details.
d)Maintain the relevant fields.
e)Choose Sales Document > Save .
2.Create the second sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
Field Name ValueDivision 00Sold-to party T-S50A##Purchase order number 6-411Requested delivery date in 10 daysMaterial Order quantity Ship-to partyT-AS1## 5 T-S50A##T-AS3## 1 T-S50B##
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
Hint:
To maintain the different ship-to party for the second item, branch to the item
details and choose the Partners tab page. Overwrite the automatically
determined partner for the ship-to party with the ship-to party specified above.
Allow the system to redetermine the plant and the shipping point when the
corresponding dialog box appears. Then save the order.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational data on the initial screen.
c)Press ENTER to call the order details.
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
d)Maintain the relevant information on the overview screen of the sales order.
e)Double-click item 20 to call the item details.
f)Choose the Partners tab page.
g)In the Partner column, change the ship-to party as requested.
h)Press ENTER to confirm the change of the ship-to party.
i)Confirm the two information messages by pressing ENTER.
j)In the Adjust item dialog box, choose Redetermine to allow the system to
redetermine the plant and the shipping point for the item.
k)Choose Sales Document > Save to save the order.
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
3.Start the collective processing of documents due for delivery using the following
information:
Field Name ValueShipping point Z0##Delivery creation date From start of this week to today in four
weeks
Ship-to party T-S50A## and T-S50B##
Hint:
Choose the Multiple selection icon to enter single ship-to party numbers on the
selection screen.
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Collective
Processing of Documents Due for Delivery > Sales Orders .
b)Enter the selection criteria given in the exercise.
c)To include two ship-to party numbers, choose Multiple selection in the
respective line.
d)Enter the two ship-to party numbers in the Multiple Selection for Ship-to Party
dialog box.
e)Choose Copy (F8) to copy the values to the selection screen.
f)Choose Program > Execute to start the selection.
4.Why does at least one of the orders that you created appear twice in the list?
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
____________________________________________________
____________________________________________________
a)Since this sales order consists of two items with different ship-to parties (and
routes), the items in this sales order must be processed further using two
outbound deliveries.
5.Via which routes will the outbound deliveries be shipped?
_____________ _____________
a)Take a look at the Route column.
b)Routes R00025 and R00030 have been determined.
6.Select only those lines that refer to the two orders you created beforehand, and
start the creation of the corresponding outbound deliveries in the background.
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
Hint:
Use the CTRL key to select multiple lines.
a)In the list, select the relevant lines.
b)Choose Create Delivery in Background to start collective processing.
7.Display the collective processing log. Note the group (log) number.
Group number: ________________________________________
a)Choose Back.
b)Choose Collective Processing Logs .
c)Choose Program > Execute to display the log.
TSCM60_1
Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective
Processing
.
d)The group number is displayed in the first column of the log.
8.How many outbound deliveries have been created?
Number of outbound deliveries: _______________________________
a)Check the No. column in the log.
b)3 outbound deliveries have been created
9.Determine the document numbers of the outbound deliveries.
_____________ _____________ _____________
a)In the log, choose Documents .
b)Note the document numbers.
TSCM60_1
Unit 5 Solution 22

TSCM60_1
Figure 59: Picking in Shipping Processing Unit 5 Lesson 1

TSCM60_1
Figure 60: Picking Options Unit 5 Lesson 1

TSCM60_1
Figure 61: Collective Processing in Picking Unit 5 Lesson 1

TSCM60_1
Figure 62: Collective Processing for Posting
Goods Issue
Unit 5 Lesson 1

Exercise 23: Complete Shipping Functions Using Collective
Processing
.
You want to create multiple transfer orders for picking with reference to the
corresponding outbound deliveries. You also want to post the goods issue for these
deliveries afterwards.
You decide to execute these process steps using collective processing.
1.Create transfer orders using the outbound delivery monitor. Use the following
criteria to select the appropriate outbound deliveries:
Field Name ValueShipping point Z0##Picking date from beginning of this week to today in
4 weeks
Route R00025 and R00030
TSCM60_1
Unit 5 Exercise 23

Exercise 23: Complete Shipping Functions Using Collective
Processing
.
2.From the list, select the outbound deliveries that were created during processing
of the delivery list.
Pick these outbound deliveries in the background (without branching to the
transfer orders).
Hint:
Choose Create TO in Background to start the processing.
3.Check the outbound deliveries and determine whether picking has been carried out
successfully.
Compare the delivery quantities with the picked quantities in one of your outbound
deliveries. Is there a difference between the quantities?
____________________________________________________________
4.Check the overall status of the outbound delivery:
TSCM60_1
Unit 5 Exercise 23

Exercise 23: Complete Shipping Functions Using Collective
Processing
.
Overall picking status: ___________________________
Overall status of WM activities: ___________________________
Overall status of goods issue: ___________________________
5.You now want to post the goods issue for the relevant outbound deliveries in a
single step. Start collective processing using the following information:
Field Name ValueShipping point Z0##Planned goods movement date start of this week to today in 4 weeksRoute R00025 and R00030
6.From the list, select those outbound deliveries that were created during processing
of the delivery list.
Post the goods issue.
TSCM60_1
Unit 5 Exercise 23

Exercise 23: Complete Shipping Functions Using Collective
Processing
.
7.Check the outbound delivery and determine if the goods issue posting has been
carried out successfully.
Check the overall status of the outbound delivery.
Overall status of goods issue: _________________________________
TSCM60_1
Unit 5 Exercise 23

Solution 23: Complete Shipping Functions Using Collective
Processing
.
You want to create multiple transfer orders for picking with reference to the
corresponding outbound deliveries. You also want to post the goods issue for these
deliveries afterwards.
You decide to execute these process steps using collective processing.
1.Create transfer orders using the outbound delivery monitor. Use the following
criteria to select the appropriate outbound deliveries:
Field Name ValueShipping point Z0##Picking date from beginning of this week to today in
4 weeks
Route R00025 and R00030
TSCM60_1
Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective
Processing
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Picking > Create Transfer Order > Via Outbound
Delivery Monitor .
b)Enter the selection criteria given in the exercise.
c)Choose Program > Execute .
2.From the list, select the outbound deliveries that were created during processing
of the delivery list.
Pick these outbound deliveries in the background (without branching to the
transfer orders).
Hint:
Choose Create TO in Background to start the processing.
TSCM60_1
Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective
Processing
.
a)Select the deliveries that were created during processing of the delivery list.
b)Choose Create TO in Background .
c)In the popup window, choose Continue (ENTER).
3.Check the outbound deliveries and determine whether picking has been carried out
successfully.
Compare the delivery quantities with the picked quantities in one of your outbound
deliveries. Is there a difference between the quantities?
____________________________________________________________
a)Double-click one of the outbound deliveries in the list. If you have already left
the transaction, go to the SAP Easy Access menu and choose Logistics > Sales
and Distribution > Shipping and Transportation > Outbound Delivery > Display .
TSCM60_1
Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective
Processing
.
b)Enter the number of the desired outbound delivery on the initial screen of the
transaction.
c)Press ENTER to call the document details.
d)Choose the Picking tab page.
e)Check that the delivery quantity equals the picked quantity.
4.Check the overall status of the outbound delivery:
Overall picking status: ___________________________
Overall status of WM activities: ___________________________
Overall status of goods issue: ___________________________
a)In the outbound delivery, choose Goto > Header > Processing to navigate to the
status overview.
TSCM60_1
Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective
Processing
.
b)There you can see that the overall picking status is set to C Fully picked , the
overall status of WM activities is set to C WM Transfer order confirmed and the
overall status ofthe goods issue is set to A not yet started .
5.You now want to post the goods issue for the relevant outbound deliveries in a
single step. Start collective processing using the following information:
Field Name ValueShipping point Z0##Planned goods movement date start of this week to today in 4 weeksRoute R00025 and R00030
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Post Goods Issue > Collective Processing Via
Outbound Delivery Monitor .
TSCM60_1
Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective
Processing
.
b)Enter the selection criteria given in the exercise.
c)Choose Program > Execute to start the selection.
6.From the list, select those outbound deliveries that were created during processing
of the delivery list.
Post the goods issue.
a)Select the relevant outbound deliveries.
b)Choose Post Goods Issue .
c)Confirm the proposed actual goods movement date by pressing ENTER when
the corresponding pop-up appears.
7.Check the outbound delivery and determine if the goods issue posting has been
carried out successfully.
TSCM60_1
Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective
Processing
.
Check the overall status of the outbound delivery.
Overall status of goods issue: _________________________________
a)Double-click one of the outbound deliveries in the list. If you have already left
the transaction, go to the SAP Easy Access menu and choose Logistics > Sales
and Distribution > Shipping and Transportation > Outbound Delivery > Display .
b)Enter the number of the desired outbound delivery on the initial screen of the
transaction.
c)Press ENTER to call the document details.
d)Choose Goto > Header > Processing .
e)There you can see that the overall status of the goods issue is C completed .
TSCM60_1
Unit 5 Solution 23

TSCM60_1
Figure 63: Processing the Billing Due List Unit 5 Lesson 1

TSCM60_1
Figure 64: Billing Options Unit 5 Lesson 1

Exercise 24: Create Billing Documents Using Collective
Processing
.
You want to create multiple billing documents with reference to the corresponding
outbound deliveries. To do this, you use collective processing.
1.You want to create billing documents using collective processing. Use the following
criteria to select the correct outbound deliveries:
Field Name ValueBilling date from start of this week to today in four
weeks
Sales organization 1000Shipping point Z0##Sold-to party T-S50A## and T-S50B##
2.From the list, select the outbound deliveries that were created during processing
of the delivery list.
TSCM60_1
Unit 5 Exercise 24

Exercise 24: Create Billing Documents Using Collective
Processing
.
Test to see what the result of processing the billing due list would be.
Hint:
Choose Simulation .
3.Compare two documents to see why the items from these outbound deliveries
cannot be combined in one billing document.
Hint:
Select two documents and choose Split analysis .
4.Return to the Maintain Billing Due List screen and create the billing documents
using collective processing.
5.Write down the group (log) number of the collective run.
TSCM60_1
Unit 5 Exercise 24

Exercise 24: Create Billing Documents Using Collective
Processing
.
Group number: _________________________________________
6.Review the log to see how many billing documents have been created.
Number: __________________________________________
Record the billing document numbers:
_____________ _____________ _____________
7.Check one of the created billing documents to see whether the sales process could
be completed as requested. Use the document flow of the billing document to get
the desired information.
Is the sales process completed?
____________________________________________________________
Why?
____________________________________________________________
TSCM60_1
Unit 5 Exercise 24

Exercise 24: Create Billing Documents Using Collective
Processing
.
____________________________________________________________
8.Review the invoice printout of one of the created billing documents to determine
whether the delivery conditions and payment conditions are correct on the form.
Use the message type RD00.
Hint:
You must be on the initial screen ( Display Billing Document ) to display the
invoice printout.
TSCM60_1
Unit 5 Exercise 24

Solution 24: Create Billing Documents Using Collective
Processing
.
You want to create multiple billing documents with reference to the corresponding
outbound deliveries. To do this, you use collective processing.
1.You want to create billing documents using collective processing. Use the following
criteria to select the correct outbound deliveries:
Field Name ValueBilling date from start of this week to today in four
weeks
Sales organization 1000Shipping point Z0##Sold-to party T-S50A## and T-S50B##
TSCM60_1
Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective
Processing
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Process Billing Due List .
b)Enter the selection criteria given in the exercise.
c)Choose Billing Document > Display Billing List to start the selection.
2.From the list, select the outbound deliveries that were created during processing
of the delivery list.
Test to see what the result of processing the billing due list would be.
Hint:
Choose Simulation .
a)Select the relevant deliveries.
TSCM60_1
Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective
Processing
.
b)Choose Simulation .
3.Compare two documents to see why the items from these outbound deliveries
cannot be combined in one billing document.
Hint:
Select two documents and choose Split analysis .
a)Select two documents and choose Split analysis .
b)Depending on the documents, different criteria can lead to a billing split; for
example:
●Sold-to party
TSCM60_1
Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective
Processing
.
●Payer
●Reference document number
●Assignment number
●VAT registration number
4.Return to the Maintain Billing Due List screen and create the billing documents
using collective processing.
a)Choose Back until you get to the Maintain Billing Due List screen.
b)Select the desired lines.
c)Choose Billing document > Save to create the billing documents. The system
displays the log of the collective run immediately.
TSCM60_1
Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective
Processing
.
5.Write down the group (log) number of the collective run.
Group number: _________________________________________
a)Take a look at the Group field and note the number.
6.Review the log to see how many billing documents have been created.
Number: __________________________________________
Record the billing document numbers:
_____________ _____________ _____________
a)Check the No. column to see how many billing documents have been created.
b)To see the numbers of the created documents, select the line with the
respective group number and choose Goto > Documents .
TSCM60_1
Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective
Processing
.
7.Check one of the created billing documents to see whether the sales process could
be completed as requested. Use the document flow of the billing document to get
the desired information.
Is the sales process completed?
____________________________________________________________
Why?
____________________________________________________________
____________________________________________________________
a)Select a line in the log and choose Environment > Document Flow . If you have
already left the transaction, go to the SAP Easy Access menu and choose
Logistics > Sales and Distribution > Billing > Billing Document > Display , aand
then Environment > Display Document flow .
TSCM60_1
Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective
Processing
.
b)The sales process is completed because the accounting documents were
created automatically by the system. Clearing the accounting documents is
part of the process of financial accounting.
8.Review the invoice printout of one of the created billing documents to determine
whether the delivery conditions and payment conditions are correct on the form.
Use the message type RD00.
Hint:
You must be on the initial screen ( Display Billing Document ) to display the
invoice printout.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Display .
TSCM60_1
Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective
Processing
.
b)Choose Billing Document > Issue Output To .
c)If necessary, select message type RD00 .
d)Choose Print preview .
Payment conditions and delivery conditions are printed above the items in the
invoice.
TSCM60_1
Unit 5 Solution 24

Summary
You should now be able to:
●Explain the idea of worklists
●Create outbound deliveries via collective processing
●Complete shipping functions via collective processing
●Create billing documents via collective processing
TSCM60_1

Unit 6: Availability Check
Lesson 1: Performing an Availability Check - Basics
Lesson 2: Performing an Availability Check - Further Topics

Lesson 1: Performing an Availability Check - Basics
Lesson Objectives
After completing this lesson, you will be able to:
●Check the key factors influencing the availability check
●Identify additional considerations with regard to the availability check
TSCM60_1
Unit 6 Lesson 1

TSCM60_1
Figure 65: Control the Availability Check in Sales
Orders
Unit 6 Lesson 1

TSCM60_1
Figure 66: Material Availability Check for Material
Availability Date
Unit 6 Lesson 1

TSCM60_1
Figure 67: Check at Plant Level Unit 6 Lesson 1

TSCM60_1
Figure 68: Control of Availability Check Unit 6 Lesson 1

Exercise 25: Check the Main Factors Influencing the Availability
Check
.
You have to investigate the setup of several master data records with regard to executing
availability checks.
1.Check the material master record of material T-AS5##. Will an availability check
be performed for this material and plant 1000 during order entry?
_________________________
2.Check which delivering plant is proposed during order entry for sales organization
1000 and distribution channel 12 for material number T-AS5##.
__________________________
3.Check which delivering plant is maintained as the default value in the master
record for customer T-S50B##, sales organization 1000, distribution channel 12,
and division 00.
___________________________
TSCM60_1
Unit 6 Exercise 25

Exercise 25: Check the Main Factors Influencing the Availability
Check
.
4.In what sequence is the master data accessed during order processing to
determine the default value for the delivering plant?
___________________________________________________________
___________________________________________________________
___________________________________________________________
5.Can the availability check during order entry be carried out in a different plant to
the one proposed?
___________________________________________________________
TSCM60_1
Unit 6 Exercise 25

Solution 25: Check the Main Factors Influencing the Availability
Check
.
You have to investigate the setup of several master data records with regard to executing
availability checks.
1.Check the material master record of material T-AS5##. Will an availability check
be performed for this material and plant 1000 during order entry?
_________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Products > Material > Other > Display .
b)Enter the material number on the initial screen.
c)Press ENTER to call the view selection.
d)Select the Sales: General/Plant Data view.
e)Press ENTER to confirm the selection.
TSCM60_1
Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability
Check
.
f)In the dialog box, enter plant 1000.
g)Press ENTER to navigate to the selected view.
h)The checking group for availability check 01 is assigned, so an availability check
for this material takes place during order entry.
2.Check which delivering plant is proposed during order entry for sales organization
1000 and distribution channel 12 for material number T-AS5##.
__________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Products > Material > Other > Display .
b)Enter the material number on the initial screen.
c)Press ENTER to call the view selection.
TSCM60_1
Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability
Check
.
d)Select the Sales: Sales Org. Data 1 view.
e)Press ENTER to confirm the selection.
f)In the dialog box, enter sales organization 1000 and distribution channel 12.
g)Press ENTER to navigate to the selected view.
h)Plant 1400 is assigned as the relevant delivering plant.
3.Check which delivering plant is maintained as the default value in the master
record for customer T-S50B##, sales organization 1000, distribution channel 12,
and division 00.
___________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Business Partner > Customer > Display > Sales and Distribution .
TSCM60_1
Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability
Check
.
b)Enter the customer number and the organizational units on the initial screen.
c)Press ENTER to call the master record.
d)Choose Goto > Sales Area Data .
e)Choose the Shipping tab page.
f)The default value is plant 1000.
4.In what sequence is the master data accessed during order processing to
determine the default value for the delivering plant?
___________________________________________________________
___________________________________________________________
___________________________________________________________
TSCM60_1
Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability
Check
.
a)During order entry, the master data is accessed in the following sequence to
determine the default value for the delivering plant:
If different delivering plants have been specified in the master data, the
proposal that corresponds to this sequence is transferred for the sales order
items.
5.Can the availability check during order entry be carried out in a different plant to
the one proposed?
___________________________________________________________
a)You have the option of overwriting the proposal manually in the sales order.
As part of the availability check, you also have the option of checking in other
plants.
TSCM60_1
Unit 6 Solution 25

TSCM60_1
Figure 69: Transfer of Requirements Unit 6 Lesson 1

TSCM60_1
Figure 70: Complete and Partial Deliveries Unit 6 Lesson 1

TSCM60_1
Figure 71: Partial Delivery Agreement Unit 6 Lesson 1

Exercise 26: Check the Transfer of Requirements
.
The material quantities in sales orders are transferred as requirements to the MRP
department. This information is essential to trigger the corresponding procurement in
time and with the appropriate quantity.
1.You want to gain an overview of the actual stock and requirements situation for a
certain material. Display the current stock and requirements list for material T-
AS4##. Write down how many pieces are in stock in plant 1000.
___________________________________________________________
2.Create a sales order based on the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00
TSCM60_1
Unit 6 Exercise 26

Exercise 26: Check the Transfer of Requirements
.
Field Name ValueSold-to party T-S50A##Purchase order number 7-621Requested delivery date in 10 daysMaterial T-AS4##Order quantity 25 pieces
Save the order and write down the order number.
________________________
3.You now want to check if the order quantity has been transferred as a requirement
to the MRP department correctly. Display the current stock and requirements list
for material T-AS4## and plant 1000 a second time. Which quantity has been
transferred as a requirement?
_________________________
TSCM60_1
Unit 6 Exercise 26

Exercise 26: Check the Transfer of Requirements
.
4.On which date was the requirement transferred? Which date in the sales order
corresponds to this date?
___________________________________________________________
___________________________________________________________
TSCM60_1
Unit 6 Exercise 26

Solution 26: Check the Transfer of Requirements
.
The material quantities in sales orders are transferred as requirements to the MRP
department. This information is essential to trigger the corresponding procurement in
time and with the appropriate quantity.
1.You want to gain an overview of the actual stock and requirements situation for a
certain material. Display the current stock and requirements list for material T-
AS4##. Write down how many pieces are in stock in plant 1000.
___________________________________________________________
a)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Environment > Stock > Stock/Requirements List .
b)Enter the material number and the plant on the initial screen of the transaction.
c)Press ENTER to call the detail list.
d)The available quantity is displayed in the line with the MRP element Stock in the
Available Quantity column.
TSCM60_1
Unit 6 Solution 26

Solution 26: Check the Transfer of Requirements
.
2.Create a sales order based on the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-621Requested delivery date in 10 daysMaterial T-AS4##Order quantity 25 pieces
Save the order and write down the order number.
TSCM60_1
Unit 6 Solution 26

Solution 26: Check the Transfer of Requirements
.
________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen.
c)Press ENTER to call the order details.
d)Maintain the listed data.
e)Choose Sales Document > Save to save the order. The document number is
assigned internally by the system.
3.You now want to check if the order quantity has been transferred as a requirement
to the MRP department correctly. Display the current stock and requirements list
for material T-AS4## and plant 1000 a second time. Which quantity has been
transferred as a requirement?
_________________________
TSCM60_1
Unit 6 Solution 26

Solution 26: Check the Transfer of Requirements
.
a)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Environment > Stock > Stock/Requirements List.
b)Enter the material number and the plant on the initial screen of the transaction.
c)Press ENTER to call the detail list.
d)You can see the requirement from the sales order in the line with the MRP
element Order , in the Receipt/Reqmt column.
4.On which date was the requirement transferred? Which date in the sales order
corresponds to this date?
___________________________________________________________
___________________________________________________________
a)The requirements date (the date in the first column of the stock/requirements
list) corresponds to the material availability date from the sales order item.
TSCM60_1
Unit 6 Solution 26

Exercise 27: Check the Settings for Complete/Partial Deliveries
.
In some cases, the system may not be able to confirm the ordered quantities of all items
for a requested delivery date during order creation. You could then either split the order
into partial deliveries or wait until the materials for all items are available for a complete
delivery. In the master data, you can maintain which kind of delivery processing the
customer desires.
1.You want to check in a sales order if partial deliveries are allowed. First, create the
sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-211
TSCM60_1
Unit 6 Exercise 27

Exercise 27: Check the Settings for Complete/Partial Deliveries
.
Field Name ValueRequested delivery date in 10 daysMaterial Order quantityT-AS1## 10 piecesT-AS2## 10 pieces
2.Determine whether the order could be partially delivered.
Which agreement referring to a complete delivery can be seen in the order?
__________________________________________________________
3.Which master data is used to propose the Complete Delivery indicator in the order
header?
___________________________________________________________
TSCM60_1
Unit 6 Exercise 27

Exercise 27: Check the Settings for Complete/Partial Deliveries
.
4.Which agreements referring to partial deliveries can be found in item 10 of the
order?
___________________________________________________________
5.Which master data is used to propose the Partial delivery / Item field in the order
item?
__________________________________________________________
6.Can you distribute the full amount of a single order item across different deliveries
if the complete delivery field is not selected in the order header?
__________________________________________________________
TSCM60_1
Unit 6 Exercise 27

Solution 27: Check the Settings for Complete/Partial Deliveries
.
In some cases, the system may not be able to confirm the ordered quantities of all items
for a requested delivery date during order creation. You could then either split the order
into partial deliveries or wait until the materials for all items are available for a complete
delivery. In the master data, you can maintain which kind of delivery processing the
customer desires.
1.You want to check in a sales order if partial deliveries are allowed. First, create the
sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-211
TSCM60_1
Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries
.
Field Name ValueRequested delivery date in 10 daysMaterial Order quantityT-AS1## 10 piecesT-AS2## 10 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational data on the initial screen.
c)Press ENTER to call the order details.
2.Determine whether the order could be partially delivered.
Which agreement referring to a complete delivery can be seen in the order?
TSCM60_1
Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries
.
__________________________________________________________
a)In the sales order, take a look at the Sales tab page.
b)The Complete Delivery field is empty. This means that a complete delivery is
not required and the items could be split up into separate deliveries.
3.Which master data is used to propose the Complete Delivery indicator in the order
header?
___________________________________________________________
a)The complete delivery indicator in the order header is proposed from the
customer master record.
4.Which agreements referring to partial deliveries can be found in item 10 of the
order?
___________________________________________________________
a)In the sales order, double-click item 10.
TSCM60_1
Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries
.
b)Choose the Shipping tab page.
c)The Partial delivery / Item field is empty. This means that partial deliveries are
allowed.
5.Which master data is used to propose the Partial delivery / Item field in the order
item?
__________________________________________________________
a)The default value for the field can be maintained in the customer-material
information master records and in the customer master record. If an entry
exists in the respective customer-material information record, then this
proposal has the higher priority.
6.Can you distribute the full amount of a single order item across different deliveries
if the complete delivery field is not selected in the order header?
__________________________________________________________
TSCM60_1
Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries
.
a)If the complete delivery field is not selected in the order header, the partial
delivery agreement at item level determines whether the amount of the item
can be split up.
TSCM60_1
Unit 6 Solution 27

Summary
You should now be able to:
●Check the key factors influencing the availability check
●Identify additional considerations with regard to the availability check
TSCM60_1

Lesson 2: Performing an Availability Check - Further Topics
Lesson Objectives
After completing this lesson, you will be able to:
●Perform availability checks - example scenarios
●Explain the idea of backorder processing
TSCM60_1
Unit 6 Lesson 2

TSCM60_1
Figure 72: Availability Checks - Scenario 1 Unit 6 Lesson 2

TSCM60_1
Figure 73: Availability Checks - Result for
Scenario 1
Unit 6 Lesson 2

TSCM60_1
Figure 74: Availability Checks - Scenario 2 Unit 6 Lesson 2

TSCM60_1
Figure 75: Availability Checks - Result for
Scenario 2
Unit 6 Lesson 2

TSCM60_1
Figure 76: Availability Checks - Scenario 3 Unit 6 Lesson 2

TSCM60_1
Figure 77: Availability Checks - Result for
Scenario 3
Unit 6 Lesson 2

TSCM60_1
Figure 78: Availability Checks - Scenario 4 Unit 6 Lesson 2

Exercise 28: Perform Availability Checks
.
You create sales orders for a material with stock shortage and interpret the system
behavior.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 7-311Requested delivery date in 5 daysMaterial T-AS5##
TSCM60_1
Unit 6 Exercise 28

Exercise 28: Perform Availability Checks
.
Field Name ValueOrder quantity 10 pieces
2.Since there is insufficient material available for the requested delivery date, the
system remains on the availability control screen during order entry.
Hint:
If you have already left the availability control screen, you can call it again by
choosing Check item availability .
For which plant has the availability check been performed?
_______________________
3.How many pieces can be confirmed for the requested delivery date?
_______________________
TSCM60_1
Unit 6 Exercise 28

Exercise 28: Perform Availability Checks
.
4.Which delivery date can be confirmed for the complete quantity?
___________________________________________________________
5.You decide to confirm that a complete delivery will be made to the customer at a
later date.
6.How many schedule lines have been created for item 10?
___________________________________________________________
7.Save the order and write down the order number.
_______________________
8.Another customer orders the same material. Create the corresponding sales order
using the following information:
Field Name ValueOrder Type ORSales Organization 1000
TSCM60_1
Unit 6 Exercise 28

Exercise 28: Perform Availability Checks
.
Field Name ValueDistribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-411Requested delivery date in 5 daysMaterial T-AS5##Order quantity 15 pieces
9.Since there is again insufficient material available for the requested delivery date,
the system remains on the availability control screen during order entry.
You know that the material can also be taken from plant 1400 in Stuttgart. You
therefore want to see if the material could be made available earlier from there.
Check the availability for plant 1400.
TSCM60_1
Unit 6 Exercise 28

Exercise 28: Perform Availability Checks
.
Hint:
To check the availability for another plant, choose Other plants on the availability
control screen.
10.How many pieces can be confirmed from plant 1400 for the requested delivery
date?
___________________________________________________________
11.You decide to deliver the material to the customer from plant 1400. Adopt plant
1400 for the item.
12.You want to know if existing purchase orders were taken into account during the
availability check. Examine the scope of the check accordingly.
TSCM60_1
Unit 6 Exercise 28

Exercise 28: Perform Availability Checks
.
Hint:
You can display the scope of the check in the sales order from either the
availability control screen or the availability overview screen. Choose Scope of
check on the respective screen.
13.You also want to determine whether the replenishment lead time has been taken
into account during the availability check.
14.Save the order and write down the number.
___________________________________________________________
TSCM60_1
Unit 6 Exercise 28

Solution 28: Perform Availability Checks
.
You create sales orders for a material with stock shortage and interpret the system
behavior.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 7-311Requested delivery date in 5 daysMaterial T-AS5##
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
Field Name ValueOrder quantity 10 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen.
c)Press ENTER to call the sales order details.
d)Maintain the listed data.
2.Since there is insufficient material available for the requested delivery date, the
system remains on the availability control screen during order entry.
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
Hint:
If you have already left the availability control screen, you can call it again by
choosing Check item availability .
For which plant has the availability check been performed?
_______________________
a)You can find the relevant plant for the availability check on the availability
control screen. It is plant 1000.
3.How many pieces can be confirmed for the requested delivery date?
_______________________
a)No quantity can be confirmed for the requested delivery date.
4.Which delivery date can be confirmed for the complete quantity?
___________________________________________________________
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
a)You can find the system proposal on the same screen.
5.You decide to confirm that a complete delivery will be made to the customer at a
later date.
a)On the availability control screen, choose the Copy pushbutton in the Complete
delivery section.
6.How many schedule lines have been created for item 10?
___________________________________________________________
a)In the sales order, double-click item 10.
b)Choose the Schedule lines tab page.
c)There are two schedule lines. The first is relevant for the requested delivery
date with a confirmed quantity of 0. The second schedule line contains the
confirmed delivery date.
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
7.Save the order and write down the order number.
_______________________
a)In the sales order, choose Sales Document > Save . The document number is
assigned internally by the system.
8.Another customer orders the same material. Create the corresponding sales order
using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-411
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
Field Name ValueRequested delivery date in 5 daysMaterial T-AS5##Order quantity 15 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Maintain the listed data.
9.Since there is again insufficient material available for the requested delivery date,
the system remains on the availability control screen during order entry.
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
You know that the material can also be taken from plant 1400 in Stuttgart. You
therefore want to see if the material could be made available earlier from there.
Check the availability for plant 1400.
Hint:
To check the availability for another plant, choose Other plants on the availability
control screen.
a)On the availability control screen, choose Other plants .
b)In the Plant Selection dialog box, set a checkmark next to plant 1400.
c)Choose Check Plant .
10.How many pieces can be confirmed from plant 1400 for the requested delivery
date?
___________________________________________________________
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
a)15 pieces
11.You decide to deliver the material to the customer from plant 1400. Adopt plant
1400 for the item.
a)On the screen with the result of the availability check for plant 1400, select the
line for plant 1400.
b)Choose Goto > Adopt Plant to use plant 1400 for your item.
12.You want to know if existing purchase orders were taken into account during the
availability check. Examine the scope of the check accordingly.
Hint:
You can display the scope of the check in the sales order from either the
availability control screen or the availability overview screen. Choose Scope of
check on the respective screen.
TSCM60_1
Unit 6 Solution 28

Solution 28: Perform Availability Checks
.
a)In the sales order, choose Display Availability .
b)On the Availability Overview screen, choose Scope of Check .
c)In this case, purchase orders are also checked alongside other inward and
outward movements.
13.You also want to determine whether the replenishment lead time has been taken
into account during the availability check.
a)When you display the scope of the check, the Check without RLT field is not
selected. This means that in this case the replenishment lead time has been
taken into account.
14.Save the order and write down the number.
___________________________________________________________
a)Choose Sales Document > Save to save the sales order. The document number
is assigned internally by the system.
TSCM60_1
Unit 6 Solution 28

Exercise 29: Understand the Functions of the Availability Check
.
1.Why can the result of an availability check in the sales order be dependent on a
partial delivery agreement?
___________________________________________________________
___________________________________________________________
2.Why is the completion of delivery scheduling a prerequisite for the availability
check in the sales order?
___________________________________________________________
3.Why is delivery scheduling carried out after the availability check if the item cannot
be confirmed for the required delivery date?
___________________________________________________________
TSCM60_1
Unit 6 Exercise 29

Solution 29: Understand the Functions of the Availability Check
.
1.Why can the result of an availability check in the sales order be dependent on a
partial delivery agreement?
___________________________________________________________
___________________________________________________________
a)If only part of the required quantity is available on the requested delivery date
and the customer agrees to a partial delivery, then a delivery split can be
carried out and a partial quantity can be confirmed for the required delivery
date.
If the customer does not allow partial delivery, the complete amount can only
be confirmed for a later date.
2.Why is the completion of delivery scheduling a prerequisite for the availability
check in the sales order?
___________________________________________________________
TSCM60_1
Unit 6 Solution 29

Solution 29: Understand the Functions of the Availability Check
.
a)The availability check takes place on the material availability date. The
materials are required on this date, so that enough time remains for packing,
loading,and transportation before the required delivery date. This means the
material availability date must be determined in the sales order before the
availability check is carried out.
3.Why is delivery scheduling carried out after the availability check if the item cannot
be confirmed for the required delivery date?
___________________________________________________________
a)If the item cannot not be confirmed for the required delivery date, the system
carries out delivery scheduling from the earliest possible material availability
date (forward scheduling) to determine a confirmable delivery date.
TSCM60_1
Unit 6 Solution 29

TSCM60_1
Figure 79: Backorder Processing Unit 6 Lesson 2

Summary
You should now be able to:
●Perform availability checks - example scenarios
●Explain the idea of backorder processing
TSCM60_1

Unit 7: Sales Documents - Basic Technical Background
Lesson 1: Using Sales Document Types
Lesson 2: Using Item Categories

Lesson 1: Using Sales Document Types
Lesson Objectives
After completing this lesson, you will be able to:
●Create sales orders using different sales document types
TSCM60_1
Unit 7 Lesson 1

TSCM60_1
Figure 80: Sales Document Types Unit 7 Lesson 1

TSCM60_1
Figure 81: Functions of Sales Documents Unit 7 Lesson 1

Exercise 30: Create Sales Orders Using Different Sales
Document Types
.
You can use specific sales document types to fulfill certain requirements during the sales
and distribution process. Using the appropriate sales document type, you can ensure that
the material is sent to the customer free of charge, for example. You now want to test two
of these specific sales document types.
1.Create a rush order to start delivery processing immediately using the following
information:
Field Name ValueOrder Type ROSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 23-111
TSCM60_1
Unit 7 Exercise 30

Exercise 30: Create Sales Orders Using Different Sales
Document Types
.
Field Name ValueMaterial T-AS1##Order quantity 5
2.Save the sales order and make a note of the order number.
__________________________________
3.The outbound delivery for your sales order has automatically been created. Make a
note of the document number.
__________________________________
4.Check the document flow of the sales order. Which further document has been
created automatically?
__________________________________
TSCM60_1
Unit 7 Exercise 30

Exercise 30: Create Sales Orders Using Different Sales
Document Types
.
5.Create a sales order to ensure a delivery free of charge using the following
information:
Field Name ValueOrder Type FDSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 23-112Order reason Free of charge sampleMaterial T-AS1##Order quantity 5
TSCM60_1
Unit 7 Exercise 30

Exercise 30: Create Sales Orders Using Different Sales
Document Types
.
6.What is the net value of the sales order item?
7.Save the sales order and make a note of the order number.
__________________________________
TSCM60_1
Unit 7 Exercise 30

Solution 30: Create Sales Orders Using Different Sales
Document Types
.
You can use specific sales document types to fulfill certain requirements during the sales
and distribution process. Using the appropriate sales document type, you can ensure that
the material is sent to the customer free of charge, for example. You now want to test two
of these specific sales document types.
1.Create a rush order to start delivery processing immediately using the following
information:
Field Name ValueOrder Type ROSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##
TSCM60_1
Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales
Document Types
.
Field Name ValuePurchase order number 23-111Material T-AS1##Order quantity 5
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Maintain the relevant information on the overview screen.
2.Save the sales order and make a note of the order number.
TSCM60_1
Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales
Document Types
.
__________________________________
a)In the sales order, choose Sales Document > Save .
3.The outbound delivery for your sales order has automatically been created. Make a
note of the document number.
__________________________________
a)The number of the outbound delivery is displayed at the bottom of the screen
after you have saved the sales order.
4.Check the document flow of the sales order. Which further document has been
created automatically?
__________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Display .
TSCM60_1
Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales
Document Types
.
b)Enter the order number on the initial screen of the transaction.
c)Choose Environment > Display document flow .
d)You can see that the transfer order for picking has also been created
automatically. However, this has not been triggered by the sales document
type directly, but by a particular setting in Customizing for Logistics Execution.
5.Create a sales order to ensure a delivery free of charge using the following
information:
Field Name ValueOrder Type FDSales Organization 1000Distribution Channel 12Division 00
TSCM60_1
Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales
Document Types
.
Field Name ValueSold-to party T-S50A##Purchase order number 23-112Order reason Free of charge sampleMaterial T-AS1##Order quantity 5
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the order details.
TSCM60_1
Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales
Document Types
.
d)Maintain the relevant information on the overview screen.
6.What is the net value of the sales order item?
a)In the sales order, double-click item 10.
b)Choose the Conditions tab page.
c)As you can see, no sales price has been determined by the system and the net
value of the item is 0.
7.Save the sales order and make a note of the order number.
__________________________________
a)In the sales order, choose Sales Document > Save .
TSCM60_1
Unit 7 Solution 30

Summary
You should now be able to:
●Create sales orders using different sales document types
TSCM60_1

Lesson 2: Using Item Categories
Lesson Objectives
After completing this lesson, you will be able to:
●Explain the concept of item categories
●Explain item category determination
TSCM60_1
Unit 7 Lesson 2

TSCM60_1
Figure 82: Item Categories - Functions Unit 7 Lesson 2

Exercise 31: Check the Consequences of Using Different Item
Categories
.
You want to test how different item categories can affect a sales order and create a
corresponding document.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 27-1115
TSCM60_1
Unit 7 Exercise 31

Exercise 31: Check the Consequences of Using Different Item
Categories
.
Material Order QuantityT-AS1## 5T-AS2## 1
2.Which item categories have been determined by the system?
Item Item Category1020
3.Change the item category of the second item to TANN.
4.Check the result of the new pricing for item 20. What has changed?
________________________________________________________________________
TSCM60_1
Unit 7 Exercise 31

Solution 31: Check the Consequences of Using Different Item
Categories
.
You want to test how different item categories can affect a sales order and create a
corresponding document.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 27-1115
TSCM60_1
Unit 7 Solution 31

Solution 31: Check the Consequences of Using Different Item
Categories
.
Material Order QuantityT-AS1## 5T-AS2## 1
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Maintain the relevant information on the overview screen.
e)Press ENTER to allow the system to determine the item categories.
TSCM60_1
Unit 7 Solution 31

Solution 31: Check the Consequences of Using Different Item
Categories
.
2.Which item categories have been determined by the system?
Item Item Category1020
a)You can find the item categories on the overview screen in the item lines. The
system has determined the item category TAN for both items.
3.Change the item category of the second item to TANN.
a)On the overview screen, change the field value in the corresponding column.
b)Press ENTER to confirm the change.
c)When the popup for executing new pricing appears, press ENTER to continue.
TSCM60_1
Unit 7 Solution 31

Solution 31: Check the Consequences of Using Different Item
Categories
.
4.Check the result of the new pricing for item 20. What has changed?
________________________________________________________________________
a)In the sales order, double-click item 20.
b)Choose the Conditions tab page.
c)Triggered by the change to the item category, the system has determined a
special discount of 100% using the condition type R100. This reduces the net
value of the item to 0.
TSCM60_1
Unit 7 Solution 31

TSCM60_1
Figure 83: Item Category Determination -
Example 1
Unit 7 Lesson 2

TSCM60_1
Figure 84: Item Category Determination -
Example 2
Unit 7 Lesson 2

Summary
You should now be able to:
●Explain the concept of item categories
●Explain item category determination
TSCM60_1

Unit 8: Special Processes in Sales and Distribution
Lesson 1: Using Presales Documents
Lesson 2: Executing Assembly Processing
Lesson 3: Packing Materials
Lesson 4: Selling Service Products

Lesson 1: Using Presales Documents
Lesson Objectives
After completing this lesson, you will be able to:
●Create presales documents
TSCM60_1
Unit 8 Lesson 1

TSCM60_1
Figure 85: Sales Support Tasks Unit 8 Lesson 1

TSCM60_1
Figure 86: Presales Documents Unit 8 Lesson 1

TSCM60_1
Figure 87: Document Flow in the Presales Phase Unit 8 Lesson 1

Exercise 32: Create Presales Documents
.
You receive a customer inquiry and create the corresponding document in the system.
Based on that inquiry, you create a quotation later on. To complete the process, you
create a sales order with reference to the quotation.
1.Create an inquiry based on the following information:
Field Name ValueInquiry Type INSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS3##Quantity 3 pieces
You want the inquiry to be processed by the end of the month.
TSCM60_1
Unit 8 Exercise 32

Exercise 32: Create Presales Documents
.
Hint:
When creating the inquiry, you can use the Valid to field to maintain a processing
deadline.
2.Save the inquiry and write down the number.
___________________________________
3.Since there is currently a lot of demand for the requested material, you only want
to offer the customer 2 pieces. The quotation should be valid from today until the
end of next month . Create the quotation with reference to the inquiry using the
following information:
Field Name ValueQuotation Type QTSales Organization 1000
TSCM60_1
Unit 8 Exercise 32

Exercise 32: Create Presales Documents
.
Field Name ValueDistribution Channel 12Division 00
4.Save the quotation and write down the number.
___________________________________
5.The customer now orders the offered material as a result of the quotation. Create
the corresponding sales order with reference to the quotation using the following
information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12
TSCM60_1
Unit 8 Exercise 32

Exercise 32: Create Presales Documents
.
Field Name ValueDivision 00Purchase order number 8-131Requested delivery date in 10 daysMaterial T-AS3##Order Quantity 1 piece
6.Save the sales order and write down the document number.
___________________________________
7.Display the reference status for the item in the inquiry.
__________________________________________________
8.Display the reference status for the item in the quotation.
__________________________________________________
TSCM60_1
Unit 8 Exercise 32

Solution 32: Create Presales Documents
.
You receive a customer inquiry and create the corresponding document in the system.
Based on that inquiry, you create a quotation later on. To complete the process, you
create a sales order with reference to the quotation.
1.Create an inquiry based on the following information:
Field Name ValueInquiry Type INSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS3##Quantity 3 pieces
TSCM60_1
Unit 8 Solution 32

Solution 32: Create Presales Documents
.
You want the inquiry to be processed by the end of the month.
Hint:
When creating the inquiry, you can use the Valid to field to maintain a processing
deadline.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Inquiry > Create.
b)Enter the inquiry type and the organizational units on the initial screen.
c)Press ENTER to call the document details.
d)Enter the data given in the exercise. Do not forget to enter the Valid to date.
2.Save the inquiry and write down the number.
___________________________________
TSCM60_1
Unit 8 Solution 32

Solution 32: Create Presales Documents
.
a)In the inquiry, choose Sales document > Save .
3.Since there is currently a lot of demand for the requested material, you only want
to offer the customer 2 pieces. The quotation should be valid from today until the
end of next month . Create the quotation with reference to the inquiry using the
following information:
Field Name ValueQuotation Type QTSales Organization 1000Distribution Channel 12Division 00
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Quotation > Create.
TSCM60_1
Unit 8 Solution 32

Solution 32: Create Presales Documents
.
b)Enter the quotation type and the organizational units on the initial screen of the
transaction.
c)Choose Create with Reference .
d)Enter your inquiry number or use the search help to retrieve it.
e)Choose Item Selection .
f)Change the quantity to 2 pieces.
g)Choose Copy .
h)Enter Valid from and Valid to dates as given in the exercise.
4.Save the quotation and write down the number.
___________________________________
a)In the quotation, choose Sales document > Save .
TSCM60_1
Unit 8 Solution 32

Solution 32: Create Presales Documents
.
5.The customer now orders the offered material as a result of the quotation. Create
the corresponding sales order with reference to the quotation using the following
information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Purchase order number 8-131Requested delivery date in 10 daysMaterial T-AS3##Order Quantity 1 piece
TSCM60_1
Unit 8 Solution 32

Solution 32: Create Presales Documents
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Orders > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Choose Create with Reference .
d)Enter your quotation number or use the search help to retrieve it.
e)Enter the requested delivery date.
f)Choose Item Selection .
g)Change the quantity to 1 piece.
h)Choose Copy .
i)Enter the purchase order number.
TSCM60_1
Unit 8 Solution 32

Solution 32: Create Presales Documents
.
6.Save the sales order and write down the document number.
___________________________________
a)In the sales order, choose Sales document > Save .
7.Display the reference status for the item in the inquiry.
__________________________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Inquiry > Display.
b)Enter your inquiry number on the initial screen.
c)Choose Environment > Status overview.
d)Expand item 10.
e)The reference status for the inquiry states that it is fully referenced, although
only 2 of the 3 units have been copied from the inquiry amount to the
TSCM60_1
Unit 8 Solution 32

Solution 32: Create Presales Documents
.
quotation. When using the standard system settings, an inquiry item is marked
as fully referenced as soon as at least a partial quantity of the item has been
copied to a quotation.
8.Display the reference status for the item in the quotation.
__________________________________________________
a)Choose Logistics > Sales and Distribution > Sales > Quotation > Display.
b)Enter your quotation number on the initial screen.
c)Choose Environment > Status overview.
d)Expand item 10.
e)The reference status for the quotation states that it is partially referenced,
since only 1 of the 2 units has been copied from the quotation to the sales
order. When using the standard system settings, a quotation item is marked as
fully referenced only when the full quantity has been copied.
TSCM60_1
Unit 8 Solution 32

Exercise 33: Understand the Processing of Presales Documents
.
Questions about presales documents.
1.Name some of the differences between an inquiry and a quotation.
__________________________________________________________
__________________________________________________________
__________________________________________________________
2.Does an inquiry have to be set up before a quotation can be created?
__________________________________________________________
__________________________________________________________
3.Does automatic pricing take place during entry of quotations or inquiries?
__________________________________________________________
__________________________________________________________
TSCM60_1
Unit 8 Exercise 33

Exercise 33: Understand the Processing of Presales Documents
.
4.Do you have the option of carrying out the availability check in an inquiry or a
quotation as you do in the sales order?
__________________________________________________________
__________________________________________________________
TSCM60_1
Unit 8 Exercise 33

Solution 33: Understand the Processing of Presales Documents
.
Questions about presales documents.
1.Name some of the differences between an inquiry and a quotation.
__________________________________________________________
__________________________________________________________
__________________________________________________________
a)Inquiries are customer requests for the sales and distribution conditions of a
material (price, delivery date, and so on). You provide your customer with the
relevant information using quotations.
For inquiries, the validity date is used in the system as a processing deadline
for an answer to the inquiry. Quotations are legally binding during the customer
validity period.
2.Does an inquiry have to be set up before a quotation can be created?
__________________________________________________________
__________________________________________________________
TSCM60_1
Unit 8 Solution 33

Solution 33: Understand the Processing of Presales Documents
.
a)No. Quotations without reference to an inquiry can also be created.
3.Does automatic pricing take place during entry of quotations or inquiries?
__________________________________________________________
__________________________________________________________
a)Yes. Automatic pricing takes place (dependent on Customizing) during inquiry
and quotation creation.
4.Do you have the option of carrying out the availability check in an inquiry or a
quotation as you do in the sales order?
__________________________________________________________
__________________________________________________________
a)Yes. An availability check is carried out during inquiry and quotation entry in
the same way as during sales order entry (dependent on Customizing).
TSCM60_1
Unit 8 Solution 33

Summary
You should now be able to:
●Create presales documents
TSCM60_1

Lesson 2: Executing Assembly Processing
Lesson Objectives
After completing this lesson, you will be able to:
●Execute the assembly order process
●Explain assembly processing with variant configuration
TSCM60_1
Unit 8 Lesson 2

TSCM60_1
Figure 88: Make-To-Order Flow Unit 8 Lesson 2

TSCM60_1
Figure 89: Make-To-Order Production without
Assembly Processing
Unit 8 Lesson 2

TSCM60_1
Figure 90: Make-To-Order Production with
Assembly Processing
Unit 8 Lesson 2

Exercise 34: Execute Assembly Processing
.
A customer orders a specially lacquered petrol tank from you in accordance with his own
requirements.
1.A customer orders a petrol tank for his motorbike. The product has to be
assembled before it can be shipped. The necessary master data for production (bill
of material, routing) has already been created. Create a sales order based on the
following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 8-311Requested delivery date in 10 days
TSCM60_1
Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing
.
Field Name ValueMaterial T-FS1##Order Quantity 1
2.Save the sales order and write down the number.
________________________________________
3.Display the sales order that you created in the previous task.
Check the procurement data for petrol tank T-FS1## on the schedule line for item
10, and write down the number of the assembly order.
______________________________________
4.Display the assembly order header. Note the basic dates for the start and finish of
the assembly order.
______________________________________
TSCM60_1
Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing
.
______________________________________
5.Which date in the sales order corresponds to the basic end date in the assembly
order?
6.The customer informs you that he would like to have petrol tank T-FS1## delivered
8 days later. Change the requested delivery date for item 10 accordingly in the
sales order.
7.Display the assembly order from the sales order. Write down how the end date has
changed.
_______________________________________________________
8.Save the sales order.
9.Production informs you that the petrol tank has been assembled. In materials
management, enter the goods receipt for the assembly order using the following
information:
TSCM60_1
Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing
.
Field Name ValueMovement Type 101Order Number of the production orderPlant 1000Storage Location 0001
Hint:
To enter the goods receipt in materials management, choose Logistics >
Materials Management > Inventory Management > Goods Movement > Goods
Receipt > For Order .
10.Display the stock overview for material T-FS1## in plant 1000.
TSCM60_1
Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing
.
Hint:
To display the stock overview in materials management, choose Logistics >
Materials Management > Inventory Management > Environment > Stock > Stock
Overview .
How many pieces are kept in the sales order stock?
__________________________
11.Create the outbound delivery with reference to the sales order using the following
information:
Field Name ValueShipping Point Z0##Selection Date in 20 daysOrder Number of the sales order
TSCM60_1
Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing
.
12.Save the outbound delivery and write down the document number.
_______________________________________________
13.Pick the outbound delivery using the following information:
Field Name ValueWarehouse Number 010Delivery Number of the outbound deliveryForeground/Background Background
14.Post the goods issue for the outbound delivery.
15.To conclude, display the stock overview for material T-FS1## a second time. How
many pieces are now kept in the sales order stock in plant 1000?
___________________________
TSCM60_1
Unit 8 Exercise 34

Solution 34: Execute Assembly Processing
.
A customer orders a specially lacquered petrol tank from you in accordance with his own
requirements.
1.A customer orders a petrol tank for his motorbike. The product has to be
assembled before it can be shipped. The necessary master data for production (bill
of material, routing) has already been created. Create a sales order based on the
following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 8-311
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
Field Name ValueRequested delivery date in 10 daysMaterial T-FS1##Order Quantity 1
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational data on the initial screen.
c)Press ENTER to call the order details.
d)Maintain the relevant information on the overview screen.
2.Save the sales order and write down the number.
________________________________________
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
a)In the sales order, choose Sales document > Save . The document number is
assigned internally by the system.
3.Display the sales order that you created in the previous task.
Check the procurement data for petrol tank T-FS1## on the schedule line for item
10, and write down the number of the assembly order.
______________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Display .
b)Enter the order number on the initial screen of the transaction.
c)Press ENTER to call the order details.
d)Double-click item 10.
e)Choose the Schedule lines tab page.
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
f)Choose Procurement .
g)The document number for the assembly order can be found on the tab page.
4.Display the assembly order header. Note the basic dates for the start and finish of
the assembly order.
______________________________________
______________________________________
a)On the Procurement tab page, choose Header .
The relevant dates are displayed on the General tab page.
5.Which date in the sales order corresponds to the basic end date in the assembly
order?
a)The material availability date of the schedule line corresponds to the basic end
date of the production order.
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
6.The customer informs you that he would like to have petrol tank T-FS1## delivered
8 days later. Change the requested delivery date for item 10 accordingly in the
sales order.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Change .
b)Enter the number of the sales order on the initial screen.
c)Press ENTER to call the order details.
d)Change the date in the First date column accordingly.
e)Press ENTER to confirm the change.
7.Display the assembly order from the sales order. Write down how the end date has
changed.
_______________________________________________________
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
a)In the sales order, double-click item 10.
b)Choose the Schedule lines tab page.
c)Choose Production order . Since the required delivery date was changed in the
previous exercise, a new material availability date was determined in the sales
order. This new date was then transferred to the assembly order as a new basic
end date.
8.Save the sales order.
a)In the sales order, choose Sales document > Save .
9.Production informs you that the petrol tank has been assembled. In materials
management, enter the goods receipt for the assembly order using the following
information:
Field Name ValueMovement Type 101
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
Field Name ValueOrder Number of the production orderPlant 1000Storage Location 0001
Hint:
To enter the goods receipt in materials management, choose Logistics >
Materials Management > Inventory Management > Goods Movement > Goods
Receipt > For Order .
a)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Goods Movement > Goods Receipt > For Order .
b)Enter the specified field values on the initial screen of the transaction.
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
c)Press ENTER to call the details of the goods receipt.
d)Choose Goods Receipt > Post .
10.Display the stock overview for material T-FS1## in plant 1000.
Hint:
To display the stock overview in materials management, choose Logistics >
Materials Management > Inventory Management > Environment > Stock > Stock
Overview .
How many pieces are kept in the sales order stock?
__________________________
a)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Environment > Stock > Stock Overview .
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
b)Enter the material number and the plant on the initial screen of the transaction.
c)Choose Program > Execute .
d)1 piece of the material is kept in the sales order stock.
11.Create the outbound delivery with reference to the sales order using the following
information:
Field Name ValueShipping Point Z0##Selection Date in 20 daysOrder Number of the sales order
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Press ENTER to call the document details.
12.Save the outbound delivery and write down the document number.
_______________________________________________
a)Choose Outbound Delivery > Save .
13.Pick the outbound delivery using the following information:
Field Name ValueWarehouse Number 010Delivery Number of the outbound deliveryForeground/Background Background
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Picking > Create Transfer Order > Single
Document .
b)Enter the relevant information on the initial screen.
c)Press ENTER to create the transfer order for picking.
14.Post the goods issue for the outbound delivery.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Post Goods Issue > Outbound Delivery Single
Document .
b)Enter the number of the outbound delivery on the initial screen.
c)Choose Edit > Post Goods Issue .
TSCM60_1
Unit 8 Solution 34

Solution 34: Execute Assembly Processing
.
15.To conclude, display the stock overview for material T-FS1## a second time. How
many pieces are now kept in the sales order stock in plant 1000?
___________________________
a)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Environment > Stock > Stock Overview .
b)Enter the material number and the plant on the initial screen.
c)Choose Program > Execute . There is no more sales order stock.
TSCM60_1
Unit 8 Solution 34

TSCM60_1
Figure 91: Assembly Processing with Variant
Configuration - Example
Unit 8 Lesson 2

Summary
You should now be able to:
●Execute the assembly order process
●Explain assembly processing with variant configuration
TSCM60_1

Lesson 3: Packing Materials
Lesson Objectives
After completing this lesson, you will be able to:
●Pack material
TSCM60_1
Unit 8 Lesson 3

TSCM60_1
Figure 92: Packing on Multiple Levels Unit 8 Lesson 3

Exercise 35: Pack a Material
.
You receive an order from your customer and want to pack the material before it is sent.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 8-4455Requested delivery date in 10 daysMaterial T-AS2##Order Quantity 10 pieces
TSCM60_1
Unit 8 Exercise 35

Exercise 35: Pack a Material
.
2.Save the sales order and write down the order number.
__________________________________
3.Create the outbound delivery with reference to the sales order using the following
information:
Field Name ValueShipping Point Z0##Selection Date in 10 daysOrder The order number
4.Pack the material into boxes (packaging material PK-100), five pieces per box.
5.Pack the boxes onto a pallet (packaging material PK-095).
6.Display the overview of all the created handling units. To which hierarchy level are
the boxes (PK-100) assigned?
TSCM60_1
Unit 8 Exercise 35

Exercise 35: Pack a Material
.
____________________________
7.Navigate back to the main screen of the outbound delivery. How many items does
the document contain?
____________________________
8.Save the outbound delivery and write down the document number.
____________________________
TSCM60_1
Unit 8 Exercise 35

Solution 35: Pack a Material
.
You receive an order from your customer and want to pack the material before it is sent.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 8-4455Requested delivery date in 10 daysMaterial T-AS2##Order Quantity 10 pieces
TSCM60_1
Unit 8 Solution 35

Solution 35: Pack a Material
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational data on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Maintain the relevant information.
2.Save the sales order and write down the order number.
__________________________________
a)In the sales order, choose Sales document > Save .
3.Create the outbound delivery with reference to the sales order using the following
information:
TSCM60_1
Unit 8 Solution 35

Solution 35: Pack a Material
.
Field Name ValueShipping Point Z0##Selection Date in 10 daysOrder The order number
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the relevant information on the initial screen.
c)Press ENTER to call the details of the document.
4.Pack the material into boxes (packaging material PK-100), five pieces per box.
a)In the outbound delivery, choose Edit > Pack .
TSCM60_1
Unit 8 Solution 35

Solution 35: Pack a Material
.
b)Enter PK-100 as the packaging material in the corresponding column (upper
part of the screen).
c)Press ENTER to confirm the entry.
d)For the material to be packed, change the Partial Quantity to 5 pieces.
e)Press ENTER to adopt the change.
f)Select the line with the packaging material and the line with the material to be
packed.
g)Choose Edit > Pack > New HU for Partial Quantity of Material . The system
automatically packs the 10 pieces into 2 boxes and creates a corresponding
second handling unit.
5.Pack the boxes onto a pallet (packaging material PK-095).
a)On the packing screen, choose the Pack HUs tab page.
TSCM60_1
Unit 8 Solution 35

Solution 35: Pack a Material
.
b)Enter PK-095 as the packaging material in the first empty line in the
corresponding column.
c)Select the line with PK-095 in the upper part of the screen, and the two lines
with the boxes PK-100 in the bottom part of the screen.
d)Choose Edit > Pack > Pack .
6.Display the overview of all the created handling units. To which hierarchy level are
the boxes (PK-100) assigned?
____________________________
a)On the packing screen, choose the Total Content tab page.
b)The boxes are on hierarchy level 1.
7.Navigate back to the main screen of the outbound delivery. How many items does
the document contain?
____________________________
TSCM60_1
Unit 8 Solution 35

Solution 35: Pack a Material
.
a)Choose Goto > Back to navigate to the main screen of the outbound delivery.
b)The system has created two additional items for the packaging materials. Now
there are three items in the document.
8.Save the outbound delivery and write down the document number.
____________________________
a)Choose Outbound Delivery > Save .
TSCM60_1
Unit 8 Solution 35

Summary
You should now be able to:
●Pack material
TSCM60_1

Lesson 4: Selling Service Products
Lesson Objectives
After completing this lesson, you will be able to:
●Sell service products
TSCM60_1
Unit 8 Lesson 4

TSCM60_1
Figure 93: Service Products Unit 8 Lesson 4

Exercise 36: Sell a Service Product
.
Sales orders can also be used to sell services. To test this kind of process, you first have a
look at a service product and then use it in the sales process.
1.Display the material master data of the service product T-AS-REPAIR using the
following information:
Field Name ValuePlant 1000Sales Organization 1000Distribution Channel 12
Note:
Select the Basic Data 1 , Sales: Sales Org. Data 1 + 2 , and Sales: General/Plant
Data views.
2.Which material type has been used for the material?
TSCM60_1
Unit 8 Exercise 36

Exercise 36: Sell a Service Product
.
_____________________________
3.Which item category has been assigned to the service product?
_____________________________
4.To sell the service product, create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 8-657Material T-AS-REPAIR
TSCM60_1
Unit 8 Exercise 36

Exercise 36: Sell a Service Product
.
Field Name ValueOrder Quantity 1 LE
5.Which item category has been determined for the item?
_____________________________
6.Save the sales order and make a note of the document number.
_____________________________
7.To complete the process, create the invoice with reference to the sales order.
Make a note of the document number.
_____________________________
TSCM60_1
Unit 8 Exercise 36

Solution 36: Sell a Service Product
.
Sales orders can also be used to sell services. To test this kind of process, you first have a
look at a service product and then use it in the sales process.
1.Display the material master data of the service product T-AS-REPAIR using the
following information:
Field Name ValuePlant 1000Sales Organization 1000Distribution Channel 12
Note:
Select the Basic Data 1 , Sales: Sales Org. Data 1 + 2 , and Sales: General/Plant
Data views.
TSCM60_1
Unit 8 Solution 36

Solution 36: Sell a Service Product
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Master Data > Products > Material > Services > Display .
b)Enter the material number on the initial screen of the transaction.
c)Press ENTER to call the view selection.
d)Select the relevant views.
e)Choose Continue to confirm your selection.
f)Maintain the relevant organizational units.
g)Choose Continue to call the master record.
2.Which material type has been used for the material?
_____________________________
a)On the Basic Data 1 tab page, choose Information on material .
TSCM60_1
Unit 8 Solution 36

Solution 36: Sell a Service Product
.
b)In the pop-up window, you can see that the corresponding material type is
DIEN.
3.Which item category has been assigned to the service product?
_____________________________
a)Choose the Sales: sales org. 2 tab page. The item category LEIS has been
assigned to the material.
4.To sell the service product, create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##
TSCM60_1
Unit 8 Solution 36

Solution 36: Sell a Service Product
.
Field Name ValuePurchase order number 8-657Material T-AS-REPAIROrder Quantity 1 LE
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Maintain the relevant information.
5.Which item category has been determined for the item?
_____________________________
TSCM60_1
Unit 8 Solution 36

Solution 36: Sell a Service Product
.
a)Double-click the item to call the item details.
b)On the top of the screen, you can see that the item category TAD has been
determined by the system.
6.Save the sales order and make a note of the document number.
_____________________________
a)In the sales order, choose Sales document > Save .
7.To complete the process, create the invoice with reference to the sales order.
Make a note of the document number.
_____________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Create .
b)Enter the number of the sales order in the Document column.
TSCM60_1
Unit 8 Solution 36

Solution 36: Sell a Service Product
.
c)Choose Billing document > Save to save the invoice.
TSCM60_1
Unit 8 Solution 36

Summary
You should now be able to:
●Sell service products
TSCM60_1

Unit 9: Complaints Processing
Lesson 1: Creating Credit Memo Requests
Lesson 2: Cancelling Billing Documents
Lesson 3: Creating Invoice Correction Requests
Lesson 4: Creating Returns
Lesson 5: Performing Advanced Returns Management

Lesson 1: Creating Credit Memo Requests
Lesson Objectives
After completing this lesson, you will be able to:
●Create a credit memo request
TSCM60_1
Unit 9 Lesson 1

TSCM60_1
Figure 94: Processes in Complaints Processing Unit 9 Lesson 1

TSCM60_1
Figure 95: Processing Credit and Debit Memos Unit 9 Lesson 1

TSCM60_1
Figure 96: Approving a Credit Memo Unit 9 Lesson 1

Exercise 37: Create a Credit Memo Request
.
You sell headlights to a customer. After the headlights have been delivered to the
customer and he has paid, the customer complains that one of the headlights does not
work. You agree with the customer that he will be given credit for the amount he has
already paid.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 9-111Requested delivery date in 10 days
TSCM60_1
Unit 9 Exercise 37

Exercise 37: Create a Credit Memo Request
.
Field Name ValueMaterial T-AS1##Order quantity 5 pieces
2.Save the order and write down the document number.
________________________________
3.Create an outbound delivery for the previous sales order using the following
information:
Field Name ValueShipping point Z0##Selection date in 20 daysOrder Your order number
TSCM60_1
Unit 9 Exercise 37

Exercise 37: Create a Credit Memo Request
.
4.Save the outbound delivery and record the document number.
________________________________
5.Pick the delivery and post the goods issue. To do so, create a transfer order using
the following information:
Field Name ValueWarehouse Number 010Delivery Number of your outbound deliveryForeground/Background BackgroundAdopt Pick Quantity 2 (include pick quantities in delivery
and post GI)
6.Create the billing document with reference to the outbound delivery. Make a note
of the document number.
___________________________________
TSCM60_1
Unit 9 Exercise 37

Exercise 37: Create a Credit Memo Request
.
7.The customer complains that 1 headlight does not work. Create a corresponding
credit memo request with reference to the sales order based on the following
information:
Field Name ValueOrder Type CRSales Organization 1000Distribution Channel 12Division 00
8.Maintain Damaged in transit as the order reason.
9.Save the credit memo request and record the document number.
___________________________________
10.Release the credit memo request for billing by removing the billing block.
TSCM60_1
Unit 9 Exercise 37

Exercise 37: Create a Credit Memo Request
.
11.Create the credit memo for the credit memo request and make a note of the
document number.
___________________________________
TSCM60_1
Unit 9 Exercise 37

Solution 37: Create a Credit Memo Request
.
You sell headlights to a customer. After the headlights have been delivered to the
customer and he has paid, the customer complains that one of the headlights does not
work. You agree with the customer that he will be given credit for the amount he has
already paid.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 9-111Requested delivery date in 10 days
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
Field Name ValueMaterial T-AS1##Order quantity 5 pieces
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Maintain the relevant information.
2.Save the order and write down the document number.
________________________________
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
a)In the sales order, choose Sales document > Save . The document number is
assigned internally by the system.
3.Create an outbound delivery for the previous sales order using the following
information:
Field Name ValueShipping point Z0##Selection date in 20 daysOrder Your order number
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the relevant information on the initial screen of the transaction.
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
c)Press ENTER to call the document details.
4.Save the outbound delivery and record the document number.
________________________________
a)In the outbound delivery, choose Outbound Delivery > Save . The document
number is assigned internally by the system.
5.Pick the delivery and post the goods issue. To do so, create a transfer order using
the following information:
Field Name ValueWarehouse Number 010Delivery Number of your outbound deliveryForeground/Background Background
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
Field Name ValueAdopt Pick Quantity 2 (include pick quantities in delivery
and post GI)
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Picking > Create Transfer Order > Single
Document.
b)Enter the relevant information on the initial screen of the transaction.
c)Press ENTER to allow the system to create the transfer order.
6.Create the billing document with reference to the outbound delivery. Make a note
of the document number.
___________________________________
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Create.
b)Enter the number of the outbound delivery on the initial screen.
c)Choose Billing document > Save . The document number is assigned internally
by the system.
7.The customer complains that 1 headlight does not work. Create a corresponding
credit memo request with reference to the sales order based on the following
information:
Field Name ValueOrder Type CRSales Organization 1000Distribution Channel 12
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
Field Name ValueDivision 00
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create.
b)Enter the order type and the organizational data on the initial screen of the
transaction.
c)Choose Sales document > Create with Reference .
d)Select the Order tab page.
e)Enter the number of the sales order.
f)Choose Item Selection .
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
g)On the selection list, reduce the quantity to 1 piece.
h)Choose Edit > Copy to copy the item to the credit memo request.
8.Maintain Damaged in transit as the order reason.
a)In the credit memo request, choose the Sales tab page.
b)Choose the order reason in the respective field.
9.Save the credit memo request and record the document number.
___________________________________
a)Choose Sales document > Save . The document number is assigned internally
by the system.
10.Release the credit memo request for billing by removing the billing block.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Change.
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
b)Enter the number of the credit memo request on the initial screen of the
transaction.
c)Press ENTER to call the document details.
d)Select the Sales or Item overview tab page.
e)Remove the billing block by choosing the last (empty) entry in the
corresponding drop-down list.
f)Choose Sales document > Save to adopt the change.
11.Create the credit memo for the credit memo request and make a note of the
document number.
___________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Create.
TSCM60_1
Unit 9 Solution 37

Solution 37: Create a Credit Memo Request
.
b)Enter the number of the credit memo request on the initial screen of the
transaction.
c)Choose Billing document > Save to create the credit memo. The document
number is assigned internally by the system.
TSCM60_1
Unit 9 Solution 37

Summary
You should now be able to:
●Create a credit memo request
TSCM60_1

Lesson 2: Cancelling Billing Documents
Lesson Objectives
After completing this lesson, you will be able to:
●Cancel a billing document
TSCM60_1
Unit 9 Lesson 2

TSCM60_1
Figure 97: Canceling a Billing Document Unit 9 Lesson 2

Exercise 38: Cancel a Billing Document
.
Sometimes billing documents have to be canceled due to errors in the document (for
example, errors due to incorrect master data).
1.Cancel the credit memo that you created during the last exercise.
2.Display the document flow for your credit memo. Make a note of the number of the
cancellation document.
__________________________________
TSCM60_1
Unit 9 Exercise 38

Solution 38: Cancel a Billing Document
.
Sometimes billing documents have to be canceled due to errors in the document (for
example, errors due to incorrect master data).
1.Cancel the credit memo that you created during the last exercise.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Cancel.
b)Enter the document number of the credit memo on the initial screen of the
transaction.
c)Choose Billing document > Save to cancel the credit memo.
2.Display the document flow for your credit memo. Make a note of the number of the
cancellation document.
__________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Display.
TSCM60_1
Unit 9 Solution 38

Solution 38: Cancel a Billing Document
.
b)Enter the number of the credit memo on the screen.
c)Choose Environment > Display document flow . You can find the number of the
created cancellation document in the document flow.
TSCM60_1
Unit 9 Solution 38

Summary
You should now be able to:
●Cancel a billing document
TSCM60_1

Lesson 3: Creating Invoice Correction Requests
Lesson Objectives
After completing this lesson, you will be able to:
●Create an invoice correction request
TSCM60_1
Unit 9 Lesson 3

TSCM60_1
Figure 98: Processing Invoice Corrections Unit 9 Lesson 3

TSCM60_1
Figure 99: Invoice Correction Procedure Unit 9 Lesson 3

Exercise 39: Create an Invoice Correction Request
.
A customer orders headlights. The material is delivered on time and billed accordingly.
However, the customer complains that an agreed discount has not been taken into
account on the invoice. You use an invoice correction request to resolve this issue.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 9-222Requested delivery date in 10 daysMaterial T-AS1##
TSCM60_1
Unit 9 Exercise 39

Exercise 39: Create an Invoice Correction Request
.
Field Name ValueOrder quantity 5 pieces
Ensure that no customer discount is recorded in the sales order.
2.Save the order and write down the document number.
________________________________
3.Create an outbound delivery for the previous sales order using the following
information:
Field Name ValueShipping point Z0##Selection date in 20 daysOrder Your order number
TSCM60_1
Unit 9 Exercise 39

Exercise 39: Create an Invoice Correction Request
.
4.Save the outbound delivery and record the document number.
________________________________
5.Pick the delivery and post the goods issue. To do so, create a transfer order using
the following information:
Field Name ValueWarehouse Number 010Delivery Number of your outbound deliveryForeground/Background BackgroundAdopt Pick Quantity 2 (include pick quantities in delivery
and post GI)
6.Create the billing document with reference to the outbound delivery. Make a note
of the document number.
___________________________________
TSCM60_1
Unit 9 Exercise 39

Exercise 39: Create an Invoice Correction Request
.
7.The customer complains that an agreed discount is missing on the invoice. Create
a corresponding invoice correction request with reference to the billing document,
based on the following information:
Field Name ValueOrder Type RKSales Organization 1000Distribution Channel 12Division 00
8.How many items does the document contain?
______________
9.Maintain Price discrepancy: price was too high as the order reason.
TSCM60_1
Unit 9 Exercise 39

Exercise 39: Create an Invoice Correction Request
.
10.Record a customer-specific discount of 10% in item 20 using the condition type
K007.
11.What is the net value of the document?
______________
12.Save the invoice correction request and record the document number.
___________________________________
13.Release the invoice correction request for billing by removing the billing block.
14.Create the credit memo for the invoice correction request and make a note of the
document number.
___________________________________
TSCM60_1
Unit 9 Exercise 39

Solution 39: Create an Invoice Correction Request
.
A customer orders headlights. The material is delivered on time and billed accordingly.
However, the customer complains that an agreed discount has not been taken into
account on the invoice. You use an invoice correction request to resolve this issue.
1.Create a sales order using the following information:
Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 9-222Requested delivery date in 10 daysMaterial T-AS1##
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
Field Name ValueOrder quantity 5 pieces
Ensure that no customer discount is recorded in the sales order.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the order details.
d)Maintain the relevant information.
e)Double-click item 10 to call the item details.
f)Choose the Conditions tab page.
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
g)If the system has determined a customer discount (for example, using
condition type K007), select the corresponding line and choose Delete Row .
2.Save the order and write down the document number.
________________________________
a)In the sales order, choose Sales document > Save . The document number is
assigned internally by the system.
3.Create an outbound delivery for the previous sales order using the following
information:
Field Name ValueShipping point Z0##Selection date in 20 daysOrder Your order number
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the relevant information on the initial screen of the transaction.
c)Press ENTER to call the document details.
4.Save the outbound delivery and record the document number.
________________________________
a)In the outbound delivery, choose Outbound Delivery > Save . The document
number is assigned internally by the system.
5.Pick the delivery and post the goods issue. To do so, create a transfer order using
the following information:
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
Field Name ValueWarehouse Number 010Delivery Number of your outbound deliveryForeground/Background BackgroundAdopt Pick Quantity 2 (include pick quantities in delivery
and post GI)
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Picking > Create Transfer Order > Single
Document.
b)Enter the relevant information on the initial screen of the transaction.
c)Press ENTER to allow the system to create the transfer order.
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
6.Create the billing document with reference to the outbound delivery. Make a note
of the document number.
___________________________________
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document> Create.
b)Enter the number of the outbound delivery on the initial screen.
c)Choose Billing document > Save . The document number is assigned internally
by the system.
7.The customer complains that an agreed discount is missing on the invoice. Create
a corresponding invoice correction request with reference to the billing document,
based on the following information:
Field Name ValueOrder Type RK
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
Field Name ValueSales Organization 1000Distribution Channel 12Division 00
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create.
b)Enter the order type and the organizational data on the initial screen of the
transaction.
c)Choose Sales document > Create with Reference .
d)Enter the number of the billing document in the dialog box.
e)Choose Copy .
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
8.How many items does the document contain?
______________
a)The document contains two items whose amounts annul each other.
9.Maintain Price discrepancy: price was too high as the order reason.
a)In the invoice correction request, choose the Sales tab page.
b)Choose the order reason in the respective field.
10.Record a customer-specific discount of 10% in item 20 using the condition type
K007.
a)Double-click item 20 to call the item details.
b)Choose the Conditions tab page.
c)In the first empty line, enter condition type K007 and an amount of 10 (%).
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
d)Press ENTER to adopt the discount.
11.What is the net value of the document?
______________
a)Navigate to the overview screen.
b)The net value of the document corresponds to the value of the granted
discount.
12.Save the invoice correction request and record the document number.
___________________________________
a)Choose Sales document > Save . The document number is assigned internally
by the system.
13.Release the invoice correction request for billing by removing the billing block.
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Change.
b)Enter the number of the invoice correction request on the initial screen of the
transaction.
c)Press ENTER to call the document details.
d)Select the Sales or Item overview tab page.
e)Remove the billing block by choosing the last (empty) entry in the
corresponding dropdown list.
f)Choose Sales document > Save to adopt the change.
14.Create the credit memo for the invoice correction request and make a note of the
document number.
___________________________________
TSCM60_1
Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Create.
b)Enter the number of the invoice correction request on the initial screen of the
transaction.
c)Choose Billing document > Save to create the credit memo. The document
number is assigned internally by the system.
TSCM60_1
Unit 9 Solution 39

Summary
You should now be able to:
●Create an invoice correction request
TSCM60_1

Lesson 4: Creating Returns
Lesson Objectives
After completing this lesson, you will be able to:
●Create returns
TSCM60_1
Unit 9 Lesson 4

TSCM60_1
Figure 100: Returns Processing Unit 9 Lesson 4

Exercise 40: Create a Return
.
A customer contacts you and informs you that he has bought too many headlights. The
customer wants to return them to get the money back. Since you do very good business
with this customer, you agree that the material can be sent back and that the customer
will be credited with the amount paid.
1.Create a returns document using the following information:
Field Name ValueOrder Type RESales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##Quantity 5 pieces
TSCM60_1
Unit 9 Exercise 40

Exercise 40: Create a Return
.
Field Name ValueOrder reason Quantity discrepancy
2.Save the returns document and record the document number.
_____________________________
3.The headlights have arrived. Create the returns delivery document for the
headlight using the following information:
Field Name ValueShipping Point Z0##Order Number of the return document
4.Post the goods receipt and make a note of the returns delivery document number.
____________________________
TSCM60_1
Unit 9 Exercise 40

Exercise 40: Create a Return
.
5.Check the stock overview for the headlight in plant 1000. To which kind of special
stock has the quantity of the material been posted?
____________________________
6.Release the returns document for billing by removing the billing block.
7.Create the credit memo with reference to the returns document and make a note
of the document number.
____________________________
TSCM60_1
Unit 9 Exercise 40

Solution 40: Create a Return
.
A customer contacts you and informs you that he has bought too many headlights. The
customer wants to return them to get the money back. Since you do very good business
with this customer, you agree that the material can be sent back and that the customer
will be credited with the amount paid.
1.Create a returns document using the following information:
Field Name ValueOrder Type RESales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##Quantity 5 pieces
TSCM60_1
Unit 9 Solution 40

Solution 40: Create a Return
.
Field Name ValueOrder reason Quantity discrepancy
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Create .
b)Enter the order type and the organizational units on the initial screen of the
transaction.
c)Press ENTER to call the document details.
d)Maintain the relevant information.
2.Save the returns document and record the document number.
_____________________________
a)Choose Sales document > Save . The document number is assigned internally
by the system.
TSCM60_1
Unit 9 Solution 40

Solution 40: Create a Return
.
3.The headlights have arrived. Create the returns delivery document for the
headlight using the following information:
Field Name ValueShipping Point Z0##Order Number of the return document
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Shipping and Transportation > Outbound Delivery > Create > Single Document >
With Reference to Sales Order .
b)Enter the shipping point and the document number on the initial screen.
c)Press ENTER to call the delivery details.
4.Post the goods receipt and make a note of the returns delivery document number.
____________________________
TSCM60_1
Unit 9 Solution 40

Solution 40: Create a Return
.
a)In the delivery, choose Edit > Post Goods Receipt . The document is saved
automatically and the number is assigned internally by the system.
5.Check the stock overview for the headlight in plant 1000. To which kind of special
stock has the quantity of the material been posted?
____________________________
a)From the SAP Easy Access menu, choose Logistics > Materials Management >
Inventory Management > Environment > Stock > Stock Overview.
b)Enter the material number and the plant on the initial screen of the transaction.
c)Choose Program > Execute to navigate to the stock overview.
d)Use the scroll bar at the bottom of the screen and scroll to the right. The
quantity has been posted to the returns stock.
6.Release the returns document for billing by removing the billing block.
TSCM60_1
Unit 9 Solution 40

Solution 40: Create a Return
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Order > Change.
b)Enter the document number on the screen.
c)Press ENTER to call the document details.
d)Choose the Sales or Item overview tab page.
e)Remove the billing block by choosing the last entry (blank) from the drop-down
list.
f)Choose Sales document > Save to adopt the change.
7.Create the credit memo with reference to the returns document and make a note
of the document number.
____________________________
TSCM60_1
Unit 9 Solution 40

Solution 40: Create a Return
.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Billing > Billing Document > Create.
b)Enter the number of the returns document on the initial screen.
c)Choose Billing document > Save .
TSCM60_1
Unit 9 Solution 40

Summary
You should now be able to:
●Create returns
TSCM60_1

Lesson 5: Performing Advanced Returns Management
Lesson Objectives
After completing this lesson, you will be able to:
●Perform advanced returns management
TSCM60_1
Unit 9 Lesson 5

TSCM60_1
Figure 101: Document Flow in the Advanced
Returns Management
Unit 9 Lesson 5

TSCM60_1
Figure 102: Screen Layout of Returns Overview Unit 9 Lesson 5

Summary
You should now be able to:
●Perform advanced returns management
TSCM60_1

Unit 10: Lists and Analytics for Sales and Distribution
Processes
Lesson 1: Using Lists and Reports
Lesson 2: Performing Analyses in Sales and Distribution

Lesson 1: Using Lists and Reports
Lesson Objectives
After completing this lesson, you will be able to:
●Explain the sources of information in Sales and Distribution
●Analyze data using lists and reports
TSCM60_1
Unit 10 Lesson 1

TSCM60_1
Figure 103: Sources of Sales and Distribution
Information
Unit 10 Lesson 1

TSCM60_1
Figure 104: Lists and Reports Unit 10 Lesson 1

TSCM60_1
Figure 105: How to Use Standard Document Lists Unit 10 Lesson 1

TSCM60_1
Figure 106: Documents with a Specific Status Unit 10 Lesson 1

TSCM60_1
Figure 107: Processing Worklists Unit 10 Lesson 1

TSCM60_1
Figure 108: Document Flow Unit 10 Lesson 1

Exercise 41: Analyze Data Using Lists and Reports
.
During daily business, it is essential for sales employees that they can find certain sales
documents in the system (for example, incomplete orders or open quotations). To do this,
they can use several lists and reports that are available in SAP ERP. You will now work with
the list of sales orders as an example.
1.Check whether there are any open orders for material T-AS3## for the current and
the past month. Use a suitable list to do this.
2.Display a list of all the orders that have been created for material T-AS1## in the
course of this month.
3.Branch to an order and enter the employee Melanie Mayer (personnel number
1701) as a sales representative. Return to the list.
Hint:
You can branch to an order by double-clicking the entry.
TSCM60_1
Unit 10 Exercise 41

Exercise 41: Analyze Data Using Lists and Reports
.
4.Choose the display variant Order item.
5.Sort the list in ascending order based on sold-to party numbers.
6.Restrict the list to standard orders.
7.Determine the net value that has been obtained for this material in the given period
of time.
8.Move the document number column to the left end of the list and delete the
purchasing order column from the list.
9.Include the information on the plant and shipping point at the end of the list.
10.Display subtotals for each sold-to party.
11.Save your processed list as a user-specific display variant with the name: Layout
SCM600-## and the description Order list ## .
TSCM60_1
Unit 10 Exercise 41

Exercise 41: Analyze Data Using Lists and Reports
.
12.Set your layout SCM600-## as the initial variant.
13.Send the list including a short note as express mail to another course participant,
and a copy to yourself.
14.Call the list using your variant and material T-AS2##.
TSCM60_1
Unit 10 Exercise 41

Solution 41: Analyze Data Using Lists and Reports
.
During daily business, it is essential for sales employees that they can find certain sales
documents in the system (for example, incomplete orders or open quotations). To do this,
they can use several lists and reports that are available in SAP ERP. You will now work with
the list of sales orders as an example.
1.Check whether there are any open orders for material T-AS3## for the current and
the past month. Use a suitable list to do this.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales > Information System > Orders > List of Sales Orders.
b)Enter T-AS3## in the Material field.
c)Choose Open sales orders .
d)Maintain the time slot using the Document Date fields.
e)Press ENTER to confirm the selection criteria and to populate the list.
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
2.Display a list of all the orders that have been created for material T-AS1## in the
course of this month.
a)In the list, choose Goto > Back to navigate back to the selection screen.
b)Enter T-AS1## in the Material field.
c)Enter appropriate document dates.
d)Choose All orders .
e)Press ENTER to confirm the selection criteria and to populate the list.
3.Branch to an order and enter the employee Melanie Mayer (personnel number
1701) as a sales representative. Return to the list.
Hint:
You can branch to an order by double-clicking the entry.
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
a)Double-click one of the selected sales orders.
b)Choose Goto > Header > Partner.
c)Enter partner function: Sales employee with partner (personnel) number 1701.
d)Choose Save and to navigate back to the list.
4.Choose the display variant Order item.
a)Choose Settings > Layouts > Choose .
b)Choose Order item .
c)Take a look at the layout now containing item information, for example material
number and quantity.
5.Sort the list in ascending order based on sold-to party numbers.
a)Select the Sold-to party column.
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
b)Choose Sort in ascending order .
6.Restrict the list to standard orders.
a)Select the Sales Document Type column.
b)Choose Set filter .
c)Enter sales document type OR .
d)Choose ENTER (Execute).
7.Determine the net value that has been obtained for this material in the given period
of time.
a)Select the Net value column.
b)Choose Add up values .
8.Move the document number column to the left end of the list and delete the
purchasing order column from the list.
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
a)Choose Current... .
b)From the Displayed Columns section, select the Sales Document entry.
c)Choose Selected Fields Up several times.
d)Optionally, you can use drag and drop to move entries up and down.
e)From the Displayed Columns section, select the Purchase order number field.
f)Choose Hide selected fields .
g)Optionally, you can use drag and drop to move entries from left to right.
h)Choose Adopt (ENTER).
9.Include the information on the plant and shipping point at the end of the list.
a)Choose Current... .
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
b)From the Column Set section, select the fields Plant and Shipping Point/
Receiving Pt .
c)Choose Show selected fields n.
d)Move the two fields down using Selected Fields Down .
e)Choose Adopt (ENTER).
10.Display subtotals for each sold-to party.
a)Select the Sold-to party column.
b)Choose Subtotal .
11.Save your processed list as a user-specific display variant with the name: Layout
SCM600-## and the description Order list ## .
a)Choose Settings > Layouts > Save .
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
b)Enter the layout SCM600-## with the name Order list ## .
c)Select the User-Specific check-box.
d)Choose Adopt (ENTER).
12.Set your layout SCM600-## as the initial variant.
a)Choose Settings > Layouts > Administration .
b)Select your layout and choose Define default setting .
c)Choose Save .
d)Choose Goto > Back .
13.Send the list including a short note as express mail to another course participant,
and a copy to yourself.
a)Choose List > Save > Office .
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
b)Enter any message text.
c)Enter any SCM600-## user ID into the Recipient column.
d)Enter your user ID as recipient as well.
e)Select the Express mail check-box, which you can find next to the Recipient
Type drop-down list.
f)Choose Document > Send .
14.Call the list using your variant and material T-AS2##.
a)Restart the transaction by choosing Logistics > Sales and Distribution > Sales >
Information System > Orders > List of Sales Orders from the SAP Easy Access
menu.
b)Enter the material number on the initial screen.
TSCM60_1
Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports
.
c)Press ENTER to populate the list. The list is started using your display variant.
TSCM60_1
Unit 10 Solution 41

Summary
You should now be able to:
●Explain the sources of information in Sales and Distribution
●Analyze data using lists and reports
TSCM60_1

Lesson 2: Performing Analyses in Sales and Distribution
Lesson Objectives
After completing this lesson, you will be able to:
●Analyze data using the Sales Information System (SIS)
●Explain data analysis in the SAP Business Warehouse
TSCM60_1
Unit 10 Lesson 2

TSCM60_1
Figure 109: Information Systems in SAP ERP Unit 10 Lesson 2

TSCM60_1
Figure 110: Information Systems of the LIS Unit 10 Lesson 2

TSCM60_1
Figure 111: Data Warehouse Concepts Unit 10 Lesson 2

TSCM60_1
Figure 112: Composition of Information
Structures
Unit 10 Lesson 2

TSCM60_1
Figure 113: Information Structures in SD Unit 10 Lesson 2

TSCM60_1
Figure 114: Standard Analyses Unit 10 Lesson 2

TSCM60_1
Figure 115: Flexible Analyses Unit 10 Lesson 2

Exercise 42: Analyze Data Using the Sales Information System
(SIS)
.
You will run standard analyses using the Sales Information System and test the various
reporting functions.
1.Review the customer sales history for this month by performing a standard
customer analysis for all customers in sales organization 1000 and distribution
channel 12. Save your selection as selection variant KA-##.
Hint:
Make sure that the Division field is blank on the selection screen.
2.Change the analysis settings to display the customer number and the customer
name.
3.Note down the value of the incoming orders for customer T-S50A##. Do not exit
the analysis.
Incoming orders T-S50A##: ______________________________
TSCM60_1
Unit 10 Exercise 42

Exercise 42: Analyze Data Using the Sales Information System
(SIS)
.
4.Drill down the analysis to the bottom level. Note down the characteristics that are
used in the analysis.
Level of Hierarchy Characteristic1.2.3.4.5.6.
TSCM60_1
Unit 10 Exercise 42

Exercise 42: Analyze Data Using the Sales Information System
(SIS)
.
Hint:
To reach the next level of the analysis, place the cursor on a characteristic in the
left-hand column and choose Detail . Optionally, double-click the characteristic.
5.Compare the sequence recorded above with the standard drilldown for this
analysis.
6.Display a list of all possible key figures for your customer T-S50A##. Note down
two key figures with values that are not included in your display (for example, costs
for incoming orders and sales volume).
Key Figure Value1.2.
TSCM60_1
Unit 10 Exercise 42

Exercise 42: Analyze Data Using the Sales Information System
(SIS)
.
7.Add the key figures Incoming orders quantity and Billing quantity to your standard
analysis.
8.Compare the two key figures Sales and Invoiced Sales: Cost . Note down the totals
for these two values and the percentage difference from both key figures.
Sales: ____________________________________________
Invoiced sales: cost ____________________________________________
%: ______________________________________________
9.Close the comparison. Change the drilldown to show the data broken down by
material.
10.Create a Top 3 list of your materials by sales and display the results as
percentages.
TSCM60_1
Unit 10 Exercise 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
You will run standard analyses using the Sales Information System and test the various
reporting functions.
1.Review the customer sales history for this month by performing a standard
customer analysis for all customers in sales organization 1000 and distribution
channel 12. Save your selection as selection variant KA-##.
Hint:
Make sure that the Division field is blank on the selection screen.
a)From the SAP Easy Access menu, choose Logistics > Sales and Distribution >
Sales Information System > Standard Analyses > Customer .
b)Enter the selection criteria.
c)Remove any entry in the Division field.
TSCM60_1
Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
d)Choose Goto > Variants > Save as Variant .
e)Enter KA-## as the variant name and any description.
f)Choose Variant > Save .
g)Choose Customer Analysis > Execute to start the analysis.
2.Change the analysis settings to display the customer number and the customer
name.
a)Choose Settings > Characteristic display > Key and description .
3.Note down the value of the incoming orders for customer T-S50A##. Do not exit
the analysis.
Incoming orders T-S50A##: ______________________________
a)The values are in the Total line and the Incoming orders column.
TSCM60_1
Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
4.Drill down the analysis to the bottom level. Note down the characteristics that are
used in the analysis.
Level of Hierarchy Characteristic1.2.3.4.5.6.
TSCM60_1
Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
Hint:
To reach the next level of the analysis, place the cursor on a characteristic in the
left-hand column and choose Detail . Optionally, double-click the characteristic.
a)Double-click the characteristics until you reach the last level.
b)The different characteristics are sold-to party, month, sales organization,
distribution channel, division, and material.
5.Compare the sequence recorded above with the standard drilldown for this
analysis.
a)Choose Extras > Display standard drilldown .
The recorded sequence corresponds to the standard drilldown.
TSCM60_1
Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
6.Display a list of all possible key figures for your customer T-S50A##. Note down
two key figures with values that are not included in your display (for example, costs
for incoming orders and sales volume).
Key Figure Value1.2.
a)Place the cursor on the value for a key figure of the customer.
b)Choose Extras > All Key Figures .
7.Add the key figures Incoming orders quantity and Billing quantity to your standard
analysis.
a)On the main screen of the analysis, choose Edit > Choose key figures .
TSCM60_1
Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
b)Find the key figures mentioned in the exercise and move them to the Selection
criteria section using the Choose icon.
c)Choose Continue (ENTER).
8.Compare the two key figures Sales and Invoiced Sales: Cost . Note down the totals
for these two values and the percentage difference from both key figures.
Sales: ____________________________________________
Invoiced sales: cost ____________________________________________
%: ______________________________________________
a)Place the cursor on the header of the Sales column.
b)Choose Edit > Comparisons > Two key figures.
c)Select Invoiced sls: cost .
TSCM60_1
Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
d)Choose Continue (ENTER).
e)The relevant values are displayed on the screen.
9.Close the comparison. Change the drilldown to show the data broken down by
material.
a)Choose Close to close the comparison.
b)Choose View > Switch drilldown > Material .
c)Choose Continue (ENTER).
10.Create a Top 3 list of your materials by sales and display the results as
percentages.
a)Place the cursor in the Sales field.
TSCM60_1
Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System
(SIS)
.
b)Choose View > Top N .
c)Enter 3 in the Number field.
d)Choose Continue (ENTER).
e)Choose Settings > Value display > Percent .
TSCM60_1
Unit 10 Solution 42

TSCM60_1
Figure 116: BI Architecture Unit 10 Lesson 2

TSCM60_1
Figure 117: SAP NetWeaver BI Info Providers Unit 10 Lesson 2

TSCM60_1
Figure 118: BI Content Unit 10 Lesson 2

Summary
You should now be able to:
●Analyze data using the Sales Information System (SIS)
●Explain data analysis in the SAP Business Warehouse
TSCM60_1

Unit 11: Enterprise Structures in Sales and Distribution
Lesson 1: Setting Up Enterprise Structures

Lesson 1: Setting Up Enterprise Structures
Lesson Objectives
After completing this lesson, you will be able to:
●Set up enterprise structures
TSCM60_1
Unit 11 Lesson 1

TSCM60_1
Figure 119: Enterprise Structures in the SAP
System
Unit 11 Lesson 1

TSCM60_1
Figure 120: Integration of Sales in Financial
Accounting
Unit 11 Lesson 1

TSCM60_1
Figure 121: Organizational Structures in Sales Unit 11 Lesson 1

TSCM60_1
Figure 122: Sales Organization Unit 11 Lesson 1

TSCM60_1
Figure 123: Distribution Channel Unit 11 Lesson 1

TSCM60_1
Figure 124: Division Unit 11 Lesson 1

TSCM60_1
Figure 125: Sales Area Unit 11 Lesson 1

TSCM60_1
Figure 126: Sales Office and Sales Group Unit 11 Lesson 1

TSCM60_1
Figure 127: Plant Unit 11 Lesson 1

TSCM60_1
Figure 128: Delivering Plant Unit 11 Lesson 1

Exercise 43: Set Up Enterprise Structures
.
Business Example
You are part of the project team that is implementing the SAP system at your company.
As the employee responsible for sales, you need to understand the structure that has
already been created and verify the settings. You have to expand the existing enterprise
structure for your sales organization to include the new eSales distribution channel.
Hint:
The required settings are located in Customizing for Enterprise Structure. You can find some
of the organizational data in Sales and Distribution and other data in the Financial Accounting,
Logistics - General, and logical execution areas.
Set up your enterprise structures for sales and distribution in the SAP system.
Task 1
1.Navigate to the definition of the organizational units and complete the Enterprise
Structures data sheet.
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
2.
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
What is the description of your sales organization 1000? Which currency is used to update
the statistics? What is the name and the address of the sales organization?
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
3.
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
Which distribution channels have been defined for Final customer sale and Service?
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
4.
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
Which division has been created for the Cross-division sales?
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
Task 2
Familiarize yourself with the enterprise structures that are relevant for sales and that have
been configured as organizational structures.
1.Navigate to the assignment of the organizational units and complete the Enterprise
Structure data sheet.
2.The organizational units determined above have been used to configure various
sales areas for your sales organization 1000.
Which sales areas have been defined?
Sales
Organization
Distribution
Channel
DivisionThe sales area 1000The sales area 1000
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
3.Determine the sales offices responsible for managing sales in the sales area
1000/10/00.
4.Add some examples of the sales groups assigned to the sales offices that you listed.
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
5.Which company code does your sales organization belong to?
Which currency is defined for this company code?
6.Enter the delivering plants that are assigned to the sales organization 1000 and the
distribution channel 10 in your data sheet.
Task 3
Optional:
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
To meet the goal of establishing new sales possibilities, the management has approved a
project for establishing eSales as a new sales channel at your company. The management
wants to track the sales and revenues from these transactions separately. In addition,
pricing procedures that are different from all other sales processes must be possible.
Configure the new organizational units that you will need.
1.Create a new distribution channel for eSales.
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
Hint:
Use the Define distribution channel function. Do not use the Copy, delete, check
distribution channel function.
Background:
The Define distribution channel function (only) creates a new distribution channel.
The Copy, delete, check distribution channel function is a much more powerful
function and it allows you to copy all the distribution channel-specific settings
from the template. You can also perform this synchronization later. This function
is extremely useful in projects. However, in this course, you are responsible for
performing the corresponding Customizing steps yourself.
Distribution channel: Y = 70 + ## (for example, for group 19: Y = 70 + 19 = 89)
Description: eSales ##
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
2.A separate team of employees is being trained to process the orders that are
received through eSales. Organizationally, these employees will be grouped in a
sales office. Set up the new sales office Ze## eOffice ## for this group. Use the
sales office 1000 as a template.
Task 4
Optional:
Enhance the existing sales organization structures by integrating the new organizational
units.
1.Assign the new distribution channel to your sales organization Z000.
2.Build new sales areas with your sales organization Z000; the new distribution
channel; and the divisions 00, 01, and 07.
TSCM60_1
Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures
.
3.Ensure that deliveries for orders from the new sales areas can take place at your
distribution centers at the Hamburg, Dresden, and Stuttgart plants.
4.Configure Customizing so that the orders that are entered for your new sales area
Z000/ Y / 00 can be assigned to your new sales office ZE## eOffice ##.
TSCM60_1
Unit 11 Exercise 43

Solution 43: Set Up Enterprise Structures
.
Business Example
You are part of the project team that is implementing the SAP system at your company.
As the employee responsible for sales, you need to understand the structure that has
already been created and verify the settings. You have to expand the existing enterprise
structure for your sales organization to include the new eSales distribution channel.
Hint:
The required settings are located in Customizing for Enterprise Structure. You can find some
of the organizational data in Sales and Distribution and other data in the Financial Accounting,
Logistics - General, and logical execution areas.
Set up your enterprise structures for sales and distribution in the SAP system.
Task 1
1.Navigate to the definition of the organizational units and complete the Enterprise
Structures data sheet.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
a)Go to Customizing for Enterprise Structure under Definition → Sales and
Distribution → Define, copy, delete, check sales organization.
2.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
What is the description of your sales organization 1000? Which currency is used to update
the statistics? What is the name and the address of the sales organization?
.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
a)In the Choose Activity dialog box, choose Define Sales Organization.
b)On the Change View “Sales organizations”: Overview screen, double-click SOrg.
1000.
c)On the Change View “Sales organizations”: Details screen, the system displays
the following data:
Field Name or Data Type ValueSales Organization 1000 Germany FrankfurtStatistics currency EUR
d)Choose the Address pushbutton. The system displays the following data:
Field Name or Data Type ValueName IDES Deutschl-Ffrn
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Field Name or Data Type ValueStreet/House number Friedrich-Naumann-Straße 16Postal Code/City 60486 Frankfurt/M
3.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Which distribution channels have been defined for Final customer sale and Service?
.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
a)Go to Customizing for Enterprise Structure under Definition → Sales and
Distribution → Define, copy, delete, check distribution channel.
b)In the Choose Activity dialog box, choose Define distribution channel.
c)On the Change View “Distribution channels”: Overview screen, the system
displays the following data:
Field Name or Data Type Distribution ChannelFinal customer sales 10Service 14
4.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Which division has been created for the Cross-division sales?
.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
a)Go to Customizing for Enterprise Structure under Definition → Logistics -
General → Define, copy, delete, check division.
b)In the Choose Activity dialog box, choose Define Division.
c)On the Change View “Divisions”: Overview screen, the system displays the
following data:
Division NameCross-division 00
Task 2
Familiarize yourself with the enterprise structures that are relevant for sales and that have
been configured as organizational structures.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
1.Navigate to the assignment of the organizational units and complete the Enterprise
Structure data sheet.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Set up sales area.
2.The organizational units determined above have been used to configure various
sales areas for your sales organization 1000.
Which sales areas have been defined?
Sales
Organization
Distribution
Channel
DivisionThe sales area 1000The sales area 1000
a)On the Change View “Assignment Sales Org. - Distribution Channel - Division”:
screen, the system displays the following data:
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Sales Organization Distribution Channel Division1000 10 001000 14 00
3.Determine the sales offices responsible for managing sales in the sales area
1000/10/00.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Assign sales office to sales area.
b)On the Change View “Assignment Sales Office-Sales Area”: Overview screen,
choose the Position button and search for sales organization 1000, distribution
channel 10, and division 00. The system displays the following data:
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Sales Office Name1000 Office Frankfurt1010 Office Hamburg1030 Office Stuttgart
4.Add some examples of the sales groups assigned to the sales offices that you listed.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Assign sales group to sales office. The system displays the
following data:
Sales Office Sales Group Description1000 100 Gr. F1 Mr. Anton
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Sales Office Sales Group Description1000 101 Gr. F2 Mr. Mayer1000 103 Gr. F3 Mr. Ludwig1010 110 Gr. H1 Mr. Thomas1010 111 Gr. H2 Mr. Thiel1030 130 Gr. S1 Ms. Chmiel1030 131 Gr. S2 Mr. Kaysers
5.Which company code does your sales organization belong to?
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Which currency is defined for this company code?
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Assign sales organization to company code.
b)On the Change View “Assignment Sales Organization - Company Code”:
Overview screen, the system displays the following data:
Company Code Company Name1000 IDES AG
c)Go to Customizing for Enterprise Structure under Definition → Financial
Accounting → Edit, Copy, Delete, Check Company Code.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
d)In the Choose Activity dialog box, choose Edit Company Code Data.
e)On the Change View “Company Code”: Overview screen, double-click Company
Code 1000.
f)On the Change View “Company Code”: Details screen, the system displays the
following data:
Field Name or Data Type ValueCurrency EUR
6.Enter the delivering plants that are assigned to the sales organization 1000 and the
distribution channel 10 in your data sheet.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Assign sales organization - distribution channel - plant.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
b)On the Change View “Assignment Sales Organization/Distribution Channel –
Plant screen, choose the Position button and search for sales organization 1000
and distribution channel 10. The system displays the following data:
Plant Name 11000 Hamburg1100 Berlin1200 Dresden1300 Frankfurt
Task 3
Optional:
To meet the goal of establishing new sales possibilities, the management has approved a
project for establishing eSales as a new sales channel at your company. The management
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
wants to track the sales and revenues from these transactions separately. In addition,
pricing procedures that are different from all other sales processes must be possible.
Configure the new organizational units that you will need.
1.Create a new distribution channel for eSales.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Hint:
Use the Define distribution channel function. Do not use the Copy, delete, check
distribution channel function.
Background:
The Define distribution channel function (only) creates a new distribution channel.
The Copy, delete, check distribution channel function is a much more powerful
function and it allows you to copy all the distribution channel-specific settings
from the template. You can also perform this synchronization later. This function
is extremely useful in projects. However, in this course, you are responsible for
performing the corresponding Customizing steps yourself.
Distribution channel: Y = 70 + ## (for example, for group 19: Y = 70 + 19 = 89)
Description: eSales ##
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
a)Go to Customizing for Enterprise Structure under Definition → Sales and
Distribution → Define, copy, delete, check distribution channel.
b)In the Choose Activity dialog box, choose Define distribution channel.
c)On the Change View “Distribution channels”: Overview screen, choose the New
Entries pushbutton.
d)Enter the following values:
Field Name or Data Type ValueDistribution Channel <70 + ##>Description <eSales ##>
e)Save your new distribution channel details.
2.A separate team of employees is being trained to process the orders that are
received through eSales. Organizationally, these employees will be grouped in a
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
sales office. Set up the new sales office Ze## eOffice ## for this group. Use the
sales office 1000 as a template.
a)Go to Customizing for Enterprise Structure under Definition → Sales and
Distribution → Maintain sales office.
b)Choose Sales office 1000, and choose the Copy As pushbutton.
c)Enter sales office <ZE##> and description <eOffice ##>. Choose the Copy
pushbutton.
d)On Edit address screen, choose the Copy pushbutton. In the Adjustment of Title
and Name dialog box, choose the Yes pushbutton.
e)Save your new sales office details.
Task 4
Optional:
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
Enhance the existing sales organization structures by integrating the new organizational
units.
1.Assign the new distribution channel to your sales organization Z000.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Assign distribution channel to sales organization.
b)On the Change View “Assignment Sales Organization - Distribution Channel”:
Overview screen, choose the New Entries pushbutton.
c)Enter the following values:
Field Name or Data Type ValueSOrg. Z000DChl <70 + ##>
d)Save your new distribution channel for your sales organization.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
2.Build new sales areas with your sales organization Z000; the new distribution
channel; and the divisions 00, 01, and 07.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Set up sales area.
b)On the Change View “Assignment Sales Org. – Distribution Channel - Division”:
screen, choose the New Entries pushbutton.
c)Enter the following values:
Sales Organization Distribution Channel DivisionZ000 <70 + ##> 00Z000 <70 + ##> 01Z000 <70 + ##> 07
d)Save sales areas for your sales organization.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
3.Ensure that deliveries for orders from the new sales areas can take place at your
distribution centers at the Hamburg, Dresden, and Stuttgart plants.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Assign sales organization - distribution channel - plant.
b)On the Change View “Assignment Sales Organization/Distribution Channel -
Plant screen, choose the New Entries pushbutton.
c)Enter the following values:
Sales Organization Distribution Channel PlantZ000 <70 + ##> 1000Z000 <70 + ##> 1200Z000 <70 + ##> 1400
d)Save the plant for your sales organization.
TSCM60_1
Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures
.
4.Configure Customizing so that the orders that are entered for your new sales area
Z000/ Y / 00 can be assigned to your new sales office ZE## eOffice ##.
a)Go to Customizing for Enterprise Structure under Assignment → Sales and
Distribution → Assign sales office to sales area.
b)On the Change View “Assignment Sales office-sales area”: Overview screen,
choose the New Entries pushbutton.
c)Enter Z000 as the sales organization, <70 + ##> as the distribution channel, 00
as the division, and ZE## as the sales office.
d)Save your entries.
TSCM60_1
Unit 11 Solution 43

Summary
You should now be able to:
●Set up enterprise structures
TSCM60_1

Determine whether this statement is true or false.
"You can assign a sales organization to multiple company
codes and plants."
TSCM60_1
Unit 11

Determine whether this statement is true or false.
"You can assign a sales organization to multiple company
codes and plants."
False
TSCM60_1
Unit 11

Determine whether this statement is true or false.
"Several company codes can use the same chart of accounts."
TSCM60_1
Unit 11

Determine whether this statement is true or false.
"Several company codes can use the same chart of accounts."
True
TSCM60_1
Unit 11

Unit 12: Sales Order Processing
Lesson 1: Identifying Sources of Document Data
Lesson 2: Using Additional Functions During Sales Order Processing

Lesson 1: Identifying Sources of Document Data
Lesson Objectives
After completing this lesson, you will be able to:
●Identify the sources of document data
TSCM60_1
Unit 12 Lesson 1

TSCM60_1
Figure 129: Sources of Document Data Unit 12 Lesson 1

TSCM60_1
Figure 130: Proposing Order Data from Master
Data
Unit 12 Lesson 1

TSCM60_1
Figure 131: Sales Order Entry – Deriving the Sales
Area
Unit 12 Lesson 1

TSCM60_1
Figure 132: Business Partners from the Customer
Master
Unit 12 Lesson 1

TSCM60_1
Figure 133: Proposing Order Data from the
Customer Master
Unit 12 Lesson 1

TSCM60_1
Figure 134: Business Data Unit 12 Lesson 1

TSCM60_1
Figure 135: Proposing Plants Automatically Unit 12 Lesson 1

Exercise 44: Identify Sources of Document Data
.
Business Example
To optimize the entry and processing of sales documents, you are required to enter only a
few items when creating sales documents. The majority of the information must be copied
from the master data.
Identify how master data is proposed in sales documents.
Task 1
1.Create a standard order for the product T-ATC## (1 unit) with the purchase order
number ##LO605-OR03. Do not specify the sales area (delete any value that is
suggested by the system). The ship-to party is T-S62F##.
2.Which sold-to party does the system determine?
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
Sold-to party:
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
3.Which sales area does the system determine?
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
Sales area:
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
Where does the system find this information?
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
Task 2
Your customer T-S62A## places an order with you. The customer wants the delivery to
take place in two weeks. The purchase order number is ##LO605-OR04.
1.Enter an item for 5 pieces of the material T-ATC##.
You offer the following terms of payment to your customer for this item:
14 days 3%, 30 days 2%, 45 days net.
Terms of payment:
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
2.Enter another item for 20 units of the material T-ATD##. This item has different
terms of payment: 20 days 2%, 30 days net.
This material must also be delivered to another address. Change the ship-to party
of this item to your customer T-S62B##.
Terms of payment:
3.Deliver the order on the delivery date that is requested by your customer.
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
What message appears in the log?
Hint:
If necessary, set the selection date for the delivery to two weeks from today.
4.Which delivering plant is determined by the system?
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
Delivering plant for the material T-ATC##:
Delivering plant for the material T-ATD##:
5.Which master records does the system use to extract this information?
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
Task 3
1.Your plant 1000 contains stock for the material T-ATD##. When the customer T-
S62A## in the sales organization 1000 and distribution channel 10 orders the
customer-specific material, the material T-ATD## must be delivered from the
plant 1000. Save the agreement with your customer as a master record.
Create a customer-specific material information record so that this material is
always taken from plant 1000 for this customer.
2.The customer manages this material with the number PC-M-## and description
PC-Monitor ##.
Enter these details into the customer-specific material information record.
3.You receive an order from the customer T-S62A## with the purchase order
number ##LO605OR05. The customer orders 12 pieces of PC-Monitor ##, which
TSCM60_1
Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data
.
the customer manages under the material number PC-M-##. The customer wants
to receive the delivery in two weeks. Create the sales order.
Can you meet the requested delivery date? Which plant will be used to supply the
delivery?
Hint:
You can use the Ordering Party overview screen to enter items with the purchase
order numbers of the customer.
TSCM60_1
Unit 12 Exercise 44

Solution 44: Identify Sources of Document Data
.
Business Example
To optimize the entry and processing of sales documents, you are required to enter only a
few items when creating sales documents. The majority of the information must be copied
from the master data.
Identify how master data is proposed in sales documents.
Task 1
1.Create a standard order for the product T-ATC## (1 unit) with the purchase order
number ##LO605-OR03. Do not specify the sales area (delete any value that is
suggested by the system). The ship-to party is T-S62F##.
a)On the SAP Easy Access screen, choose Logistics → Sales and Distribution
→ Sales → Order → Create (VA01).
b)On Create Sales Order: Initial Screen, enter OR in the Order Type field and
choose Enter.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
c)On the Create Standard Order: Overview screen, enter the following data:
Field Name or Data Type ValueShip-To Party T-S62F##PO Number ##LO605-OR03Material T-ATC##Order Quantity 1
d)Choose Enter.
2.Which sold-to party does the system determine?
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Sold-to party:
.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
a)The Sold-To Party field displays T-S62E## HiTech AG.
3.Which sales area does the system determine?
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Sales area:
.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Where does the system find this information?
.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
a)The Sales area field displays 1000/10/00.
The system determines the sold-to party from the ship-to party. The sales area
is then determined from the sold-to party master record.
Task 2
Your customer T-S62A## places an order with you. The customer wants the delivery to
take place in two weeks. The purchase order number is ##LO605-OR04.
1.Enter an item for 5 pieces of the material T-ATC##.
You offer the following terms of payment to your customer for this item:
14 days 3%, 30 days 2%, 45 days net.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Terms of payment:
a)On the SAP Easy Access screen, choose Logistics → Sales and Distribution
→ Sales → Order → Create (VA01).
b)On Create Sales Order: Initial Screen, enter OR in the Order Type field and
choose Enter.
c)On the Create Standard Order: Overview screen, enter the following data:
Field Name or Data Type ValueSold-To Party T-S62A##PO Number ##LO605-OR04Material T-ATC##
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Field Name or Data Type ValueOrder Quantity 5Payment terms ZB01
d)Choose Enter. The system displays the terms of payment as 14 days 3%, 30
days 2%, 45 days net.
2.Enter another item for 20 units of the material T-ATD##. This item has different
terms of payment: 20 days 2%, 30 days net.
This material must also be delivered to another address. Change the ship-to party
of this item to your customer T-S62B##.
Terms of payment:
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
a)On the Create Standard Order: Overview screen, enter another material T-
ATD## with quantity 20. Choose Enter.
b)Double-click to select the line item for the new material and go to the item
Partners tab page. Replace the existing ship-to party with T-S62B##. Choose
Enter. In the dialog boxes that appear, choose Continue. Redetermine the
plant/shipping point.
c)Go to the item Billing Document tab page and replace the payment terms by
ZB03.
d)Choose Enter. The system displays the terms of payment as 20 days 2%, 30
days net.
e)Save the order.
3.Deliver the order on the delivery date that is requested by your customer.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
What message appears in the log?
Hint:
If necessary, set the selection date for the delivery to two weeks from today.
a)On the SAP Easy Access screen, choose Logistics → Sales and
Distribution → Shipping and Transportation → Outbound
Delivery → Create → Single Document → With Reference to Sales Order
(VL01N).
b)On the Create Outbound Delivery with Order Reference screen, enter the
following data:
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Field Name or Data Type ValueShipping point 1200Selection date <current date + two weeks>Order <the order number that was
generated by you in the previous
step>
c)Choose Enter.
d)Choose Error → Log. There is a delivery split for both items because of different
routes. The two order items are to be delivered to different ship-to parties;
which means that each one has to be a separate delivery.
4.Which delivering plant is determined by the system?
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Delivering plant for the material T-ATC##:
Delivering plant for the material T-ATD##:
a)On the SAP Easy Access screen, choose Logistics → Sales and
Distribution → Sales → Order → Display (VA03).
b)On Display Sales Order: Initial Screen, enter the order number that you
generated. Choose Enter.
c)Select the item 10 and go to the item shipping. The Plnt field displays 1200.
d)Select the item 20 and go to the item shipping. The Plnt field displays 1200.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
5.Which master records does the system use to extract this information?
Materials master records
Task 3
1.Your plant 1000 contains stock for the material T-ATD##. When the customer T-
S62A## in the sales organization 1000 and distribution channel 10 orders the
customer-specific material, the material T-ATD## must be delivered from the
plant 1000. Save the agreement with your customer as a master record.
Create a customer-specific material information record so that this material is
always taken from plant 1000 for this customer.
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
a)On the SAP Easy Access screen, choose Logistics → Sales and
Distribution → Master Data → Agreements → Customer Material
Information → Create (VD51).
b)On the Create Customer-Material Info Record screen, enter the following data:
Field Name or Data Type ValueCustomer T-S62A##Sales Organization 1000Distribution Channel 10
c)On Create Customer-Material Info Record: Overview Screen, enter the following
data:
Field Name or Data Type ValueMaterial no. T-ATD##
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Field Name or Data Type ValueCust. material PC-M-##
d)Choose Enter.
2.The customer manages this material with the number PC-M-## and description
PC-Monitor ##.
Enter these details into the customer-specific material information record.
a)On Create Customer-Material Info Record: Overview Screen, choose the Info
record details pushbutton.
b)On Create Customer-Material Info Record: Item Screen, enter the following data:
Field Name or Data Type ValueCustomer Material PC-M-##
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Field Name or Data Type ValueCustomer description PC-Monitor ## Plant 1000
c)Save the record.
3.You receive an order from the customer T-S62A## with the purchase order
number ##LO605OR05. The customer orders 12 pieces of PC-Monitor ##, which
the customer manages under the material number PC-M-##. The customer wants
to receive the delivery in two weeks. Create the sales order.
Can you meet the requested delivery date? Which plant will be used to supply the
delivery?
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Hint:
You can use the Ordering Party overview screen to enter items with the purchase
order numbers of the customer.
a)On the SAP Easy Access screen, choose Logistics → Sales and
Distribution → Sales → Order → Create (VA01).
b)On Create Sales Order: Initial Screen, enter OR in the Order Type field and
choose Enter.
c)On the Create Standard Order: Overview screen, enter the following data:
Field Name or Data Type ValueSold-To Party T-S62A##PO Number ##LO605-OR05
TSCM60_1
Unit 12 Solution 44

Solution 44: Identify Sources of Document Data
.
Field Name or Data Type ValueReq. deliv.date <current date + two weeks>
d)On the Ordering party tab page, enter the following data:
Field Name or Data Type ValueCustomer Material Number PC-M-##Order Quantity 12
e)Choose Enter. The system displays the plant as 1000. The requested delivery
date can be met.
f)Save the order.
TSCM60_1
Unit 12 Solution 44

Summary
You should now be able to:
●Identify the sources of document data
TSCM60_1

Lesson 2: Using Additional Functions During Sales Order
Processing
Lesson Objectives
After completing this lesson, you will be able to:
●Use additional functions during sales order processing
TSCM60_1
Unit 12 Lesson 2

TSCM60_1
Figure 136: Sales Summary Unit 12 Lesson 2

TSCM60_1
Figure 137: Changes to Sales Documents Unit 12 Lesson 2

TSCM60_1
Figure 138: Blocks Unit 12 Lesson 2

TSCM60_1
Figure 139: Item Rejection Unit 12 Lesson 2

TSCM60_1
Figure 140: Changes to the Sold-To Party in the
Sales Document
Unit 12 Lesson 2

Exercise 45: Use Additional Functions During Sales Order
Processing
.
Business Example
Your company has implemented the SAP system. As an employee who is responsible for
sales order processing, you need to create sales documents. To optimize the process, you
must be required to enter only a few items when creating sales documents and the
majority of the information must be copied from the master data.
Add another order item to the standard order that is created with reference to the
purchase order number ##LO605-OR05. Reject the first order item with the purchase
order number ##LO605-OR05 by entering a relevant reason for rejection.
Task 1
Your customer informs you that they would like to add materials to their purchase order
number ##LO605-OR05.
1.Enter another item for 16 units of the material T-ATE##. The delivery date is two
weeks from today.
TSCM60_1
Unit 12 Exercise 45

Exercise 45: Use Additional Functions During Sales Order
Processing
.
Task 2
Your customer can get the first order item of the document ##LO605-OR05 for a better
price somewhere else. Therefore, they reject this item.
1.Cancel this item by entering the relevant reason for rejection.
2.Display the delivery and rejection status for the order.
3.Create a delivery for this order by using the shipping point 1200. The delivery date
is two weeks from today. Decrease the quantity of the first item in the delivery by
half.
Save the delivery. Check the status of the order.
TSCM60_1
Unit 12 Exercise 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
Business Example
Your company has implemented the SAP system. As an employee who is responsible for
sales order processing, you need to create sales documents. To optimize the process, you
must be required to enter only a few items when creating sales documents and the
majority of the information must be copied from the master data.
Add another order item to the standard order that is created with reference to the
purchase order number ##LO605-OR05. Reject the first order item with the purchase
order number ##LO605-OR05 by entering a relevant reason for rejection.
Task 1
Your customer informs you that they would like to add materials to their purchase order
number ##LO605-OR05.
1.Enter another item for 16 units of the material T-ATE##. The delivery date is two
weeks from today.
TSCM60_1
Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
a)On the SAP Easy Access screen, choose Logistics → Sales and
Distribution → Sales → Order → Change (VA02).
b)Enter the purchase order number ##LO605-OR05 and choose the Search
pushbutton. Select the sales order that you created in the previous exercise.
c)On the Change Sales Order screen, enter another material T-ATE## with 16 as
the quantity.
d)Choose Enter.
Task 2
Your customer can get the first order item of the document ##LO605-OR05 for a better
price somewhere else. Therefore, they reject this item.
TSCM60_1
Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
1.Cancel this item by entering the relevant reason for rejection.
a)On the Create Standard Order: Overview screen, choose the Reason for rejection
tab page.
b)For the material T-ATD##, select 03 Too expensive in the Reason for rejection
column.
c)Save the sales order.
2.Display the delivery and rejection status for the order.
a)On Display Sales Order: Initial Screen, in the Order field, enter the order number
of the order that you created.
b)Choose the Status overview pushbutton.
TSCM60_1
Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
c)On the Sales Order: Status Overview screen, choose the Expand all pushbutton.
The following information is displayed:
Field Name or Data Type ValueTotal processing Being processedHeader Status: Delivery Not deliveredHeader status: Reject Partially rejected
For item 10, the following information is displayed:
Field Name or Data Type ValueTotal processing CompletedItem - Delivery status Not delivered
TSCM60_1
Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
Field Name or Data Type ValueItem - Rejection status Fully rejected
For item 20, the following information is displayed:
Field Name or Data Type ValueTotal processing Open Item - Delivery status Not deliveredItem - Rejection status Nothing rejected
3.Create a delivery for this order by using the shipping point 1200. The delivery date
is two weeks from today. Decrease the quantity of the first item in the delivery by
half.
Save the delivery. Check the status of the order.
TSCM60_1
Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
a)On the SAP Easy Access screen, choose Logistics → Sales and
Distribution → Shipping and Transportation → Outbound
Delivery → Create → Single Document → With Reference to Sales Order
(VL01N).
b)On the Create Outbound Delivery with Order Reference screen, enter the
following values:
Field Name or Data Type ValueShipping Point 1200Selection date <two weeks from current date>Order <enter the order number of the
order that you created>TSCM60_1
Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
c)Choose Enter.
d)On the Delivery Create: Overview screen, enter the following values:
Field Name or Data Type Value Material T-ATE##Deliv. Qty 8
e)Save the delivery and exit.
f)On the SAP Easy Access screen, choose Logistics → Sales and
Distribution → Sales → Order → Display (VA03).
g)On Display Sales Order: Initial Screen, in the Order field, enter the order number
of the order that you created. Choose the Status overview pushbutton.
TSCM60_1
Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order
Processing
.
h)On the Sales Order: Status Overview screen, choose the Expand all pushbutton.
The following information is displayed for item 10:
Field Name or Data Type ValueTotal processing CompletedHeader - Delivery status Not delivered
For item 20, the following information is displayed:
Field Name or Data Type ValueTotal processing Being processedHeader - Delivery status Partially delivered
TSCM60_1
Unit 12 Solution 45

Summary
You should now be able to:
●Use additional functions during sales order processing
TSCM60_1

Which of the following business partners are essential for a sales transaction?
Choose the correct answers.
A.Sold-to party
B.Contact person
C.Ship-to party
D.Forwarding Agent
TSCM60_1
Unit 12

Which of the following business partners are essential for a sales transaction?
A.
Sold-to party
C.
Ship-to party
TSCM60_1
Unit 12

Determine whether this statement is true or false.
"The shipping conditions of a sales order are copied from
the...."
TSCM60_1
Unit 12

Determine whether this statement is true or false.
"The shipping conditions of a sales order are copied from
the...."
True
TSCM60_1
Unit 12

During the determination of the delivering plant, the system checks the _______ first.
Choose the correct answer.
A.Customer Material Information Record
B.Customer Master Record
C.Material Master Record
TSCM60_1
Unit 12

During the determination of the delivering plant, the system checks the _______ first.
A.
Customer Material Information Record
TSCM60_1
Unit 12

On which levels can a billing block be set in a sales document?
Choose the correct answers.
A.Header level
B.Item level
C.Schedule line level
TSCM60_1
Unit 12

On which levels can a billing block be set in a sales document?
A.
Header level
B.
Item level
TSCM60_1
Unit 12

TSCM60_01 (3).pdf of SAP module guide for material managment

About This Presentation

Slide Content

Tags

Categories

Download

Quick Actions

Statistics

Related Slideshows

TSCM60_01 (3).pdf of SAP module guide for material managment

About This Presentation

Slide Content

Slide 1

Slide 2

Slide 3

Slide 4

Slide 5

Slide 6

Slide 7

Slide 8

Slide 9

Slide 10

Slide 11

Slide 12

Slide 13

Slide 14

Slide 15

Slide 16

Slide 17

Slide 18

Slide 19

Slide 20

Slide 21

Slide 22

Slide 23

Slide 24

Slide 25

Slide 26

Slide 27

Slide 28

Slide 29

Slide 30

Slide 31

Slide 32

Slide 33

Slide 34

Slide 35

Slide 36

Slide 37

Slide 38

Slide 39

Slide 40

Slide 41

Slide 42

Slide 43

Slide 44

Slide 45

Slide 46

Slide 47

Slide 48

Slide 49

Slide 50

Slide 51

Slide 52

Slide 53

Slide 54

Slide 55

Slide 56

Slide 57

Slide 58

Slide 59

Slide 60

Slide 61

Slide 62

Slide 63

Slide 64

Slide 65

Slide 66

Slide 67

Slide 68

Slide 69

Slide 70

Slide 71

Slide 72

Slide 73

Slide 74

Slide 75

Slide 76

Slide 77