SAP01_SAP_Overview_Part3

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SAP01Lesson:SalesOrderManagement

Lesson:SalesOrderManagement

LessonOverview

InthislessonyouwillgainanunderstandingoftheSalesOrderprocessesandhowSalesOrderManagementisintegratedwithinothersolutions.

LessonObjectives

Aftercompletingthislesson,youwillbeableto:••

Outlinethetasksassociatedwithsalesordermanagement

ExplainhowSAPwithinmySAPERPsupportsthekeyprocessesinsalesordermanagement

BusinessExample

Yourcompany,IDES,issellingproductstovariouscustomers.Timelyhandlinganddeliveryofsalesordersiskeytotheirbusinesssuccess.

SalesOrderProcessOverview

mySAPERPprovidessuperiorinsightintosalesback-officeprocesses,including:inquiries,quotations,ordergeneration,contract,andbillingcyclemanagement.Businessesbenefitfromacompleteoverviewofthecustomerlifecycle,

includingorderstatus,billing,payment,andcreditmanagement.Inadditiontotheback-officefeatures,mySAPERPalsosupportsInternetsales,salesenteredthroughmobiledevicessuchashandhelds,andbasiccallcenterfunctionality.TheSalesOrderProcessing(orordertocash)scenariodescribesthecompleteprocess,startingwithpre-salesactivities,movingtothecreationofthesalesorder,continuingwiththesalesorderfulfillment,andendingwiththeinvoicingofthesalesorderandtheparallelprocessofthecreationofthepostinginfinancialaccounting.

Thebasicsalesorderprocessingcycleforaserviceormaterialconsistsofthefollowingphases:Pre-SalesActivities

Pre-salesactivitiescanbeinquiriesorquotationsenteredinthesystem.Thesecanthenbeusedasreferenceduringthecreationofasalesorder.SalesOrderCreationandAvailabilityCheck

Thesalesordercanadoptinformationfromthepre-salesdocuments(aquotationoraninquiry).Salesschedulingagreementsorsalescontracts(long-termsalesagreements)canalsobecreatedwithreferencetoasalesorderandaresupportedbythesalesprocesssteps.

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Duringthecreationofthesalesorder,theavailabilityofthematerialcanbecheckedtoconfirmthecustomer'srequesteddeliverydate.

Figure45:SalesOrderManagement

DeliveryandGoodsIssue

Anoutbounddeliveryisthebasisforaprocesswhenthegoodsarephysicallymovedaswellasforthepostingofthegoodsissue.PickingcanbefulfilledthroughtheuseoftheWarehouseManagementsystemandtransportationcanbeplannedandcarriedout.Billing

Asthefinalstepinthesalesprocess,aninvoiceisissued,whichmustalsobereflectedinaccounting.

SAP01Lesson:SalesOrderManagement

SalesOrder

Duringsalesordercreation,thesystemcancarryoutbasicfunctions:•••••••

MonitoringsalestransactionCheckingforavailability

Transferringrequirementstomaterialrequirementsplanning(MRP)Schedulingdelivery

CalculatingpricingandtaxesCheckingcreditlimits

Creatingprintedorelectronicallytransmitteddocuments

Figure46:SalesOrder

Dependingonhowthesystemisconfigured,thesebasicfunctionsmaybe

completelyautomatedormayrequiresomemanualprocessing.Thedataresultingfromthesebasicfunctions(forexample,shippingdates,confirmedquantities,prices,anddiscounts)isstoredinthesalesdocument.Theresultingdatacanbedisplayedbyauserand,insomecasesduringsubsequentprocessing,manuallychangedbytheuser.

Delivery

Shippingisanimportantpartofthelogisticschain.

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Inshippingprocessing,alldeliveryproceduredecisionscanbemadeatthestartoftheprocessby:•••

TakingintoaccountgeneralbusinessagreementswithyourcustomerRecordingspecialmaterialrequests

Definingshippingconditionsinthesalesorder

Theresultisanefficientandlargelyautomaticshippingprocessinwhichmanualchangesarenecessaryonlyundercertaincircumstances.

Figure47:DeliveryandGoodsIssue

ShippingFunctions

SAP01Lesson:SalesOrderManagement

Theshippingmodulesupportsthefollowingfunctions,whichincludebutarenotlimitedto:••••••••••

Deadlinemonitoringforreferencedocumentsdueforshipment(salesordersandpurchaseorders,forinstance)

CreatingandprocessingoutbounddeliveriesPackingdeliveries

InformationsupportfortransportationplanningSupportingforeigntraderequirements

PrintingandtransmittingshippingdocumentsProcessinggoodsissue

Deliveriescurrentlyinprocess

ActivitiesthatarestilltobecarriedoutIdentifyingpossiblebottlenecks

ThemostcommonlyuseddocumentusedtosupportdeliveryprocessedistheOutboundDeliverydocument.Initsroleascentralobjectofthegoodsissueprocess,outbounddeliverysupportsallshippingactivities,includingpicking,packing,transportation,andgoodsissue.Duringtheoutbounddeliveryprocess,shipping-planninginformationisrecorded,statusofshippingactivitiesismonitored,anddataaccumulatedduringshippingprocessingisdocumented.Whentheoutbounddeliveryiscreated,theshippingactivities,suchaspickingordeliveryscheduling,areinitiated,anddatathatisgeneratedduringshippingprocessingisincludedinthedelivery.RangeofFunctions

Anoutbounddeliverycanbecreatedasfollows:•••••

Withreferencetoasalesorder

WithreferencetoastocktransportorderWithreferencetoasubcontractorderWithreferencetoaprojectWithoutanyreference

Dependingonyourrequirements,youcancreateoutbounddeliveriesautomaticallyormanuallyusingworklists.Youcanmakeagreementswithyourcustomersforcompleteandpartialdeliveriesandforordercombinations.Outbounddeliveriescanbecombinedtoformasinglegroupofdeliveries.

Avarietyofwarehouseandsalesoverviewreportsallowyoutomonitorcreatedoutbounddeliveriesandoutstandingsalesactivities.PickingtheDelivery

Thepickingprocessinvolvestakinggoodsfromastoragelocationandstagingthegoodsinapickingareawherethegoodswillbepreparedforshipping.

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PickingFunctions

Systemsettingswillallowpickingtobecarriedout:•••

Automatically(duringoutbounddeliverycreation)Routinely(atcertaintimes)

Manually(viaanemployeerequest)

Apickingstatusisrecordedineachdeliveryitemforthepurposeofschedulingandmonitoring.Thisstatusindicateswheretheitemisinthepickingprocedure.Inthesystemstandardsettings,itisaprerequisiteforagoodsissuetobeposted,thattheitemsthatarerelevant,havebeenpicked.Therefore,adeliveryquantitymustequalapickingquantityintheoutbounddelivery.

TheWarehouseManagementsystem(WM)isfullyintegratedintheLogisticsExecutionSystem(LES).Forexample,youcancreateaWarehouseManagementtransferorderdirectlyfromtheoutbounddelivery.Thecurrentstatusofthe

WarehouseManagementprocesscanalsobemonitoredfromthedeliveryorfromthesalesorder.

GoodsIssuePostingFunctions

Theoutbounddeliveryformsthebasisofgoodsissueposting.Thedatarequiredforgoodsissuepostingiscopiedfromtheoutbounddeliveryintothegoodsissuedocument,whichcannotbechangedmanually.Anychangesmustbemadeintheoutbounddeliveryitself.Aftergoodsissueispostedforanoutbounddelivery,thescopeforchangingthedeliverydocumentbecomesverylimited.Thispreventsanydiscrepanciesbetweenthegoodsissuedocumentandtheoutbounddelivery.Inthisway,youcanbesurethatthegoodsissuedocumentisanaccuratereflectionoftheoutbounddelivery.

Whenyoupostgoodsissueforanoutbounddelivery,thefollowingfunctionsarecarriedout:•••••••

Warehousestockofthematerialisreducedbythedeliveryquantity

ValuechangesarepostedtothebalancesheetaccountininventoryaccountingRequirementsarereducedbythedeliveryquantityTheserialnumberstatusisupdated

GoodsissuepostingisautomaticallyrecordedinthedocumentflowStockdeterminationisexecutedforthevendor'sconsignmentstockAworklistfortheproofofdeliveryisgenerated

Youcanpostgoodsissuesinthefollowingways:•••

Automatically(duringoutbounddeliverycreation)Routinely(atcertaintimes)

Manually(viaanemployeerequest)

SAP01Lesson:SalesOrderManagement

Billing

Billingrepresentsthefinalprocessingstageforabusinesstransactioninsalesorderprocessing.Informationonbillingisavailableateverystageoforderprocessinganddeliveryprocessing.Billingfunctionsinclude:••••••

CreationofinvoicesbasedondeliveriesorservicesIssueofcreditanddebitmemosandproformainvoicesCancellingbillingtransactionsComprehensivepricingfunctionsIssuerebates

Transferbillingdatatofinancialaccounting

Figure48:Billing

LikeallpartsofsalesorderprocessinginmySAPERP,billingisintegratedintotheorganizationalstructures.Thus,youcanassignthebillingtransactionsaspecificsalesorganization,adistributionchannel,andadivision.Becausebillinghasaninterfacetofinancialaccounting,theorganizationalstructuresoftheaccountingdepartment(thecompanycodesaswellasthesalesorganizationsassignedtothecompanycodes)areimportant.

Duringabillingprocessingitispossibleforyoutocreate,change,anddeletebillingdocuments.

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Itispossibletocreatebillingdocuments:•••••••••

WithreferencetoasalesorderdocumentWithreferencetoadeliverydocumentWithreferencetoexternaltransactions

Byhavingthesystemautomaticallyprocessabillingduelistasabackgroundtask

BymanuallyprocessingfromaworklistBycreatingabillingdocumentexplicitly

Bycombiningseveralsalesorderdocumentsintoacollectivebillingdocument

Bybillingoneormoresalesorderdocumentswithseveralbillingdocuments(thisiscalledaninvoicesplit)

Bycreatinganindividualbillingdocumentforeverysalesdocument

BillingandFinancialAccounting

Thesystemautomaticallypoststheamountstotheappropriateaccountsbymeansofaccountdetermination.

Costsandrevenuecanbepostedtothefollowingaccounts:•••••••

Customeraccountsreceivable

Generalledger(forexample,acashclearingaccount)Revenue

Salesdeductions

Accruals(forrebateagreements)Accrualaccount

Accrualclearingaccount

DocumentFlow

Thesalesdocumentsyoucreateareindividualdocuments,buttheycanalsoformpartofachainofinterrelateddocuments.Forexample,youmayrecordacustomer’stelephoneinquiryinthesystem.Thecustomernextrequestsaquotation,whichyouthencreatebyreferringtotheinquiry.Thecustomerlaterplacesanorderonthebasisofthequotationandyoucreateasalesorderwithreferencetothequotation.Youshipthegoodsandbillthecustomer.Alloftheseseparatedocumentsreferenceoneanotherthroughdocumentflow.

SAP01Lesson:SalesOrderManagement

Figure49:DocumentFlow

Afterdeliveryofthegoods,thecustomerclaimscreditforsomedamagedgoodsandyoucreateafree-of-chargedeliverywithreferencetothesalesorder.Theentirechainofdocuments–theinquiry,thequotation,thesalesorder,thedelivery,theinvoice,andthesubsequentdeliveryfreeofcharge–createsadocumentflow,orhistory.Theflowofdatafromonedocumentintoanotherreducesmanualactivityandmakesproblemresolutioneasier.

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SAP01Lesson:SalesOrderManagement

Exercise8:CreateaSalesOrder

ExerciseObjectives

Aftercompletingthisexercise,youwillbeableto:•Createasalesorder

BusinessExample

Acustomerhasfaxedasalesorderanditisyourjob,asacustomerservicerepresentative,toentertheorderintoyoursystem.

Task:

Createasalesorder.1.

Usingtheinformationprovidedinthetable,createastandardorder.FieldOrderTypeSalesorganizationDistributionchannelDivision

DataOR

(Standardorder)1000

(GermanyFrankfurt)10

(Finalcustomersales)00

(Cross-division)

Usingtheinformationprovidedinthetable,continuecreatingtheorder.Recordthesalesorderdocument.FieldSold-topartyPurch.orderno.Req.deliv.date

DataRohrer##(RohrerAGGr.##)Group—##

Continuedonnextpage

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FieldMaterialOrderquantitySalesorder

DataR-F2##(Pump)10

SAP01Lesson:SalesOrderManagement

Solution8:CreateaSalesOrder

Task:

Createasalesorder.1.

Usingtheinformationprovidedinthetable,createastandardorder.FieldOrderTypeSalesorganizationDistributionchannelDivision

DataOR

(Standardorder)1000

(GermanyFrankfurt)10

(Finalcustomersales)00

(Cross-division)

a)b)c)d)e)f)g)2.

FromtheSAPEasyAccessmenu,chooseLogistics→SalesandDistribution→Sales→Order.Choose

Create.

EnterOrderType:OR.

EnterSalesOrganization:1000.EnterDistributionChannel:10.EnterDivision:00.ChooseEnter.

Usingtheinformationprovidedinthetable,continuecreatingtheorder.Recordthesalesorderdocument.FieldSold-topartyPurch.orderno.Req.deliv.date

DataRohrer##(RohrerAGGr.##)Group—##

Continuedonnextpage

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FieldMaterialOrderquantitySalesordera)b)c)

DataR-F2##(Pump)10

EnterSold-toparty:Rohrer##.EnterPurch.orderno.:Group-##.Choose

Enter.

Hint:MakesureyouareontheSalestabontheorderentryscreen.

d)e)f)g)h)

EnterReq.deliv.date:.Choose

Enter.

EnterMaterial:R-F2##.EnterOrderquantity:10.Choose

Enter.

Hint:Ifaninformationdialogboxappears,chooseEntertoconfirmthatyouhavereadtheinformation.

i)ChooseSaveandrecordthedocumentnumberinthetableprovided.

Hint:Thesystemdisplaysamessagethatthesalesorderhasbeensavedwiththesalesdocumentnumber.Thisnumberappearsonthestatusbaronthebottomleft-handcorneroftheorderwindow.

Choosemenu.

ExittoexitthescreenandreturntotheSAPEasyAccess

SAP01Lesson:SalesOrderManagement

Exercise9:CreateaDelivery

ExerciseObjectives

Aftercompletingthisexercise,youwillbeableto:•Createadeliverydocumentwithreference•Posttheinventorygoodsissuewithreference•ViewDocumentFlow

BusinessExample

Youhavebeennotifiedthatyourcustomer'sorderisreadytoship.

Task:

Createadeliverydocumentwithreferencetoyourcustomer'sorder.Postthedeliverydocumentinthesystem.Verifythattheshippingdocumentswereprocessedbyusingthesalesdocumentflow.

Note:Thisexerciseusesthesalesordernumbercreatedinthepreviousexercise.

Usingtheinformationprovidedinthetable,createadeliverydocument.Recordthedeliverydocumentnumber.FieldOrder

Data

createdinthepreviousexercise>Ifnecessary,thisordernumbercanbefoundbysearchingforPurchaseorderno.Group-##1000

(ShippingPointHamburg)

SelectionDateDelivery2.

Postthegoodsissueforthedeliveryandviewthedocumentflow.Recordyourfindingsinthetableprovided.

Shippingpoint

Continuedonnextpage

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DocumentStandardorderDelivery

WMStransferorderGDgoodsissue

DocumentnumberStatus

SAP01Lesson:SalesOrderManagement

Solution9:CreateaDelivery

Task:

Createadeliverydocumentwithreferencetoyourcustomer'sorder.Postthedeliverydocumentinthesystem.Verifythattheshippingdocumentswereprocessedbyusingthesalesdocumentflow.

Note:Thisexerciseusesthesalesordernumbercreatedinthepreviousexercise.

Usingtheinformationprovidedinthetable,createadeliverydocument.Recordthedeliverydocumentnumber.

Continuedonnextpage

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FieldOrder

Data

createdinthepreviousexercise>Ifnecessary,thisordernumbercanbefoundbysearchingforPurchaseorderno.Group-##1000

(ShippingPointHamburg)

ShippingpointSelectionDateDeliverya)

FromtheSAPEasyAccessmenu,chooseLogistics→SalesandDistribution→ShippingandTransportation→Outbounddelivery→Create→SingleDocument.ChooseWithReferencetoSalesOrder.EnterShippingpoint:1000.

EnterSelectiondate:.

Ifneeded,entertheOrder:.

Note:Thesalesordernumbershoulddefault.

Hint:YoucanlocatethesalesordernumberinthesystembyusingthematchcodeF4tosearchforthesalesorderbythePurchaseorderno.:Group-##.

b)c)d)e)

f)g)2.

ChooseEnter.

Save.RecordthedeliverydocumentnumberinthetableChoose

provided.

Postthegoodsissueforthedeliveryandviewthedocumentflow.Recordyourfindingsinthetableprovided.

Continuedonnextpage

SAP01Lesson:SalesOrderManagement

DocumentStandardorderDelivery

WMStransferorderGDgoodsissuea)

DocumentnumberStatus

FromtheSAPEasyAccessmenu,chooseLogistics→SalesandDistribution→ShippingandTransportation→Outbounddelivery→Change.

ChooseSingleDocument.

Hint:Thedeliverydocumentnumbershoulddefault.

c)ChoosethePostgoodsissueiconfromtheapplicationtoolbar.

Hint:Thedocumentwillbesavedandthepostingperformed.Thisisindicatedbythemessageinthemessagestatusbar.Hint:DonotbackoutoftheChangeOutboundDeliveryscreen!

d)e)

Chooseabove.Choose

Documentflow.RecordthedocumentsinthetableprovidedExittoexitthescreen.

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SAP01Lesson:SalesOrderManagement

Exercise10:CreateaSalesOrderBillingDocument

ExerciseObjectives

Aftercompletingthisexercise,youwillbeableto:•Createabillingdocumentwithreference

BusinessExample

Thecustomerreceivedtheorderedmaterials.Billyourcustomerbysendinghimaninvoice.

Task:

Createabillingdocument.Verifythatthebillingdocumentwascreatedbyusingthesalesdocumentflow.1.2.

Usingtheoutbounddeliverydocumentcreatedinthepreviousexercise,createabillingdocument.

Displaythedocumentflowandrecordyourfindingsinthetableprovided.DocumentStandardorderDeliveryInvoiceAccountingDocument

Documentnumber

Status

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Solution10:CreateaSalesOrderBillingDocument

Task:

Createabillingdocument.Verifythatthebillingdocumentwascreatedbyusingthesalesdocumentflow.1.

Usingtheoutbounddeliverydocumentcreatedinthepreviousexercise,createabillingdocument.a)b)c)

FromtheSAPEasyAccessmenu,chooseLogistics→SalesandDistribution→Billing→BillingDocument.Choose

Create.

ChecktheDocumentnumber.

Hint:Yourdeliverydocumentnumbershoulddefaultsoauserentryisnotrequired.

d)ChooseSave.

Hint:Thedocumentwillbesavedandthepostingperformed.Thisisindicatedbythemessageinthemessagestatusbar.

e)2.

Choosemenu.

ExittoexitthescreenandreturntotheSAPEasyAccess

Displaythedocumentflowandrecordyourfindingsinthetableprovided.

Continuedonnextpage

SAP01Lesson:SalesOrderManagement

DocumentStandardorderDeliveryInvoiceAccountingDocumenta)b)

DocumentnumberStatus

FromtheSAPEasyAccessmenu,chooseLogistics→SalesandDistribution→Billing→BillingDocument.Choose

Display.

Hint:Yourdeliverydocumentnumbershoulddefault,soauserentryisnotrequired.

Hint:Youdonothavetoenterthedocumenttoviewthedocumentflow.

c)d)

ChooseDisplayDocumentflowfromtheApplicationtoolbar.Recordyourfindingsinthetableprovided.Choosemenu.

ExittoexitthescreenandreturntotheSAPEasyAccess

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LessonSummary

Youshouldnowbeableto:•Outlinethetasksassociatedwithsalesordermanagement•ExplainhowSAPwithinmySAPERPsupportsthekeyprocessesinsales

ordermanagement

SAP01Lesson:CustomerRelationshipManagement

Lesson:CustomerRelationshipManagement

LessonOverview

InthislessonyouwillreceiveanoverviewofthemySAPCustomerRelationshipManagementsolution.

LessonObjectives

Aftercompletingthislesson,youwillbeableto:••

Outlinethetasksassociatedwiththecustomerrelationshipmanagementprocess

ExplainhowSAPsupportsthekeyprocessesincustomerrelationshipmanagementwiththemySAPCRMapplication

BusinessExample

Yourcompany,IDES,wantstogivecustomersanumberofcontactoptions.TheywanttosetupcentralcustomermanagementandareinterestedinimplementingmySAPCustomerRelationshipManagement.

CustomerRelationshipManagement

Nothingismorefrustratingforasalespersonthannotclosingadealbecausethenecessaryinformationwasnotavailable.Whathasthecustomeralreadybought?Howprofitableisthecustomer?Canwedelivertherequiredquantity?

Nothingismorefrustratingforcustomersthanhavingtodealwithacompanythatdoesnotmeettheirneeds.Onlysatisfiedcustomerswillreturninthefuture.Customerrelationshipmanagementhasbecomeadecisivesuccessfactor.Thechallengeforlargecompaniesistopromotealocalstorementalitythroughoutalldepartmentsandallemployees.

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Figure50:mySAPCRM

Customerrelationshipmanagement(CRM)istheconceptofmakingthecustomerthefocusofacompanyanditsbusinessprocesses.Itmustbeimplementedastheprimarycompanyphilosophyandthestrategiesitpromoteshavetobeadoptedwithinthecompany.Theaimofallcorporateactivitiesmustbetoplacecustomersatthecenter,andnotviewthemasthemeanstoanend(justtoincreaseturnover).Theprinciplesofcustomerrelationshipmanagementmustpredominateatalllevelsofthecompany.CRMisintendedtocreateandbuilduponlong-termrelationshipswithcustomersduringallphasesofthebusinessrelationship.Thephasesofacustomerrelationshipinclude:••••

Approachingpossiblecustomers:Acustomerisinterestedinthecompanyanditsproducts(firstcontact).

Gainingthecustomer:Thecustomerhasaconcreteintentiontobuyandthecompanyreceivesanorder.

Service:Thecompanydoeseverythingtoensurethatthecustomerissatisfiedwiththeproductorservicepurchased.

Keepingthecustomer:Specificandattentivecustomersupportensuresthatthecustomerisbothasatisfiedandloyalcustomer.Thecustomerwillremaintruetoyourcompany,evenifacompetitoroffersasimilarproductatareducedrate.

SAP01Lesson:CustomerRelationshipManagement

Figure51:CustomerRelationshipManagement

Theideaofcustomerrelationshipmanagementisnotnew;localstoreshavealwaysactedinthisway.Aslongastheywereengagedinbusinesswiththeircustomers,theymaintainedrelationshipswiththesecustomers.

Theownersoflocalstoresknowtheircustomerswellandarewellacquaintedwiththeirparticularneedsanddesires.Theyknowwhichproductstooffertowhichcustomersandwhen,inordertoensureasuccessfulsale.Thelocalstoreownersalsoknowwhentogiveacustomer'schildalollipopontheirbirthday.Thechallengeforlarge-scaleenterprisesistotransferthislocalstorementalitytotheircompany.

Whyshouldtheydothis?TheInternethaschangedourlivesandthecompetitionisnowonlyamouse-clickaway.Nowadays,customersexpectallchannelsofbusinesscommunicationtobefullyintegrated.

Whateverchannelofcommunicationcustomersmaybeusing,theyexpectrealserviceallthetime,wherevertheyare.

Ifonecompanydoesnotofferthisservice,thecustomerssimplygotoacompetitor.Companiesneedtorethink:Maintainingcustomerrelationshipshasbecomeadecisivesuccessfactor.

ThesolutionismySAPCRM.mySAPCRMcoversnotonlytraditionalsalesprocesses.SAPCustomerRelationshipManagement(SAPCRM),thecornerstoneofSAP'sCustomerRelationshipManagementsolution(mySAPCRM),providescompanieswiththecustomer-centricsolutionstheyneedtoland,build,andmaintainprofitablecustomerrelationships.SAPCRMdrivesclosed-loopcustomerinteractionsthroughallphasesoftherelationshiplifecycle:engage,transact,fulfill,andservice.SAPCRMsupportsallrelevantchannels:mobile,telephony,andtheInternet.SAPCRMdrivescustomerrelationshipsinallCRMbusinessdimensions:operational,analytical,andcollaborative.Traditionaldirectsales

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Typically,informationwithinacompanyisnotusefullycollected.When

informationispassedon,itisoftenincompleteorinaccurate.Employeeturnovermeansthatvitalcustomerinformationisoftenlost.

Traditionaldirectsalesischaracterizedbydecentralizedinformationaboutthecustomer.Insomecases,onlyoneemployeehasknowledgeaboutthecustomerandtherelevantcontactinformation.

Figure52:TraditionalKnowledge

DirectSalesUsingmySAPCRM

mySAPCRMallowseveryemployeewhoneedsinformationaboutcustomercontactstoaccessallrelevantinformationimmediately.FieldSalesandFieldServicesenablefieldrepresentativestoaccessALLcontactinformationinthefieldusingalaptoporothermobiledevices.Analyzingthisinformationgivesthecompanyadeeperunderstandingofitscustomers.Asaresult,thecompanycanincreaseitsservicepackage,processqueriesfaster,strengthenrelationships,andbenefitfromincreasedcustomerloyalty.

SAP01Lesson:CustomerRelationshipManagement

Figure53:KnowledgewithmySAPCRM

DepartmentsofanEnterpriseDrivingCustomerInteractions

Duringthedifferentphasesofcustomerinteraction,variousdepartmentsofacompanyhavetodealwiththecustomer.ThisisreflectedinthekeycapabilitiesofmySAPCRM.

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Figure54:KeyCapabilitiesofmySAPCRM

Marketing

MarketinginmySAPCRMincludestheentiremarketingprocessforextensivecustomerengagement.Itdeliversthecriticalcapabilitiesofmarketingplanning,campaignmanagement,e-marketing,leadmanagement,marketinganalytics,andcustomersegmentationinaneasy,intuitive,andconfigurableinterface.Initiativescanbedesignedandexecutedtomeetspecificcorporateobjectives–withassociatedKPIsdefinedandmeasuredtoensurebottom-lineresults.Marketingplanning

Planallmarketingactivitiesattheenterprise,regional,field,product,orbrandleveltoensuresuccess.Campaignmanagement

Design,optimize,execute,andmanageallcommunicationsacrosstheorganization.Leadmanagement

Collaborateinternallyandwithpartnerstoqualify,transfer,andtrackleads,andtoeliminatethetimespentonpoorleads.Closed-loopmarketinganalytics

Giveyourmarketingprofessionalsfullvisibilityintotheorganizationtoimprovetheplanning,monitoring,andmeasuringofmarketinginitiatives.Customersegmentation

DevelophighlytargetedmarketingsegmentswithouttheneedforITinvolvement.Personalization

SAP01Lesson:CustomerRelationshipManagement

Offertherightproductstotherightcustomersattherighttime.TradePromotionManagement

Supportbothstrategicandtacticalmarketing,includingtotalsalesvolumeplanning.Implement,validate,andanalyzesales-promotiontactics,suchasfeatures,displays,andtemporarypricereductions.

Sales

Salesspansallcustomersaleschannels,ensuringseamless,scalablecustomertransactions.ItsuppliesorganizationswithEnterpriseSales,Telesales,FieldSalesandE-Sellingsolutionstotransactwithcustomersanytime,anywhere.Salesplanningandforecasting

Reportonandanalyzeallsalesplanningandforecastingactivities.Organizationalandterritorymanagement

Defineterritoriesbasedonsize,revenue,geography,products,productlines,andstrategicaccounts.Assignsalesrepresentativesforeachterritoryandidentifytheprospectsandproductsassociatedwitheachterritory.Accountandcontactmanagement

Capture,monitor,store,andtrackallcriticalinformationaboutcustomers,prospects,andpartners.Activitymanagement

Scheduleandmanagesimpleandcomplextasks.Opportunitymanagement

Giveyourchannelscompletevisibilityintoeachsalesopportunity,sotheycancapture,manage,andmonitorbusinesscontactsandaccountinformation.Quotationandordermanagement

Configure,price,andcreatequotesforcustomers,andgeneratefollow-upactivities,suchassalesorders.Contractmanagement

Workwithcustomerstodevelopandrevisecustomizedcontractsandlong-termpurchasingagreements.

Incentiveandcommissionmanagement

Develop,implement,andmanagecompensationplans.Trackcurrentperformance,andmeasurethepotentialcompensationofsalesinthepipeline.

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Service

ServiceinmySAPCRMoffersconsolidated,operationalinsightenabling

unparalleledserviceandfulfillmentappropriatelymatchedtocustomerrevenuepotential.ItequipsorganizationswithcapabilitiesintheareasofCustomerServiceandSupport,E-Service,ServiceOperationsManagementandFieldService.Multichannelservice

Delivercustomerservicethroughpreferredchannels,suchasfieldrepresentatives,interactioncenters,partners,ortheInternet.Customerserviceandsupport

Manageandfulfillcommitmentstocustomersandpartnersthroughefficientserviceplanningandexecution.Connecttheentireserviceprocess--frominitialcustomercontacttofinalresolutionandfinancialsettlement.Resourceplanningandoptimization

Planlong-termresourcestrategiesandoptimizeshort-termschedulingtactics.Scheduleon-siteserviceengagementsandidentifyresourcerequirementsbasedonproductforecasts,plannedservices,andgeographicproductplacements.Serviceoperationsmanagement

Supportsingle-andmulti-tieredserviceoperations,includingtacticalandstrategicserviceplanning,serviceadministration,transactionalsupport,andoperationalandfinancialanalytics.

Serviceplanningandforecasting

Establishserviceplansandforecaststhatproactivelymaintainproductsforoptimumperformance,andensuretheavailabilityofresources.Professionalservices

Meetcurrentandfutureclient-centricbusinessneedswithtoolstomanageprojects,resources,opportunities,andengagements.

OneFacetothecustomer

TheaimofCRMasacompanyphilosophyisto“speaktothecustomerwithonevoice”.Nomatterwhatchannelofcommunicationcustomersusetocontactyourcompany,theyalwaysreceivethesameinformation.Allemployeeswhohavecustomercontactneedtobeinformedaboutallpreviouscustomercontactsthattookplaceusingallchannelsofcommunication.

mySAPCRMincorporatesbothtasksandcontactchannels.Itcoversallbusinesstasksrelatedtosales,service,andmarketingusingtheInternet,interactioncenter,andfieldapplications.ThisresultsinthemySAPCRMsolutionmatrix.The

SAP01Lesson:CustomerRelationshipManagement

mySAPCRMsolutionguaranteesthefullintegrationofalltasksandchannelsofcommunication.Allemployeesinthecompanyareinformedofcontactwithcustomers,andcustomersareservedequallywellbyallemployeesatalltimes.

CustomerInteractionChannels

Therearethreebasicchannelsofcommunicationwiththecustomerthatareusedintraditionalsalesanddistribution,aswellasinthenewbusinessconceptsofmySAPCRM.

Figure55:CustomerInteractionChannels

Fieldapplicationsareusedforthetraditionaldirectcontactbetweenthe

employeesofacompanyandacustomer,wheresalesorservicerepresentativesmeetpersonallywithacustomer.

TheInteractionCenter(IC)isacentralcommunicationhubforall

telephone-basedcustomercontact.Asinatraditionalcallcenter,employeesindifferentdepartmentsreceivecustomercalls,processinquiries,andcreateorders.Theinteractioncentercanalsobeusedasahelpdeskresource.Thisresultsinacentralprocessingpointforallcustomer-relatedinformation.TheICcanoperateindependentlyofthecontactmedium,whichcouldbetelephone,e-mail,fax,textmessaging,andsoon.

TheInternetisusedtobuyandsellproductstocustomercontactswithInternetconnections(“E-Commerce”).TherearetwodifferentareasinwhichtheInternetisusedtobuyandsellproducts:••

B2C–Businesstoconsumer:InternetbusinessdirectlywithendcustomersB2B–Businesstobusiness:Internetbusinessbetweentwocompanies

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ChannelPartners

OnenewcommunicationchannelisindirectcontactthroughpartnersbytheuseofChannelManagement.KeychannelmanagementfunctionsofmySAPCRMinclude:

Partnermanagementandanalytics

Measure,monitor,andmanagechannelrelationshipsthroughoutthepartnerlifecycleandgainabetterunderstandingofyourpartners,includingtheirproductsandcustomers.Channelmarketing

Giveyourchannelpartnerstheinformation,branding,andincentivestheyneedtodrivedemand,whilesupportingcollaborativemarketinganddemandgenerationactivities.Channelsales

Provideyourpartnersandyourdirectsalesforcewiththesameknowledge,tools,andexpertadvice.Plus,gainfullvisibilityintocustomeraccountinformationandbuyinghistoriesacrossallsellingchannelssoyoucanforecastfuturebusinessmoreeffectively.Channelservice

Helpyourpartnersdeliverimmediate,personalized,andeffectiveservicetoeverycustomer,andprovidethetoolstomanageongoingservicerelationships.ChannelCommerce

Includepartnersinyoure-commercestrategiesbysupportingcollaborativesellingacrossorganizationalboundaries.Enablecustomerstoorderproductsandservicesacrossyourentiredemandnetwork.

SAPCRMOn-DemandSolutions

SAPCustomerRelationshipManagementon-demandsolutions:SAP'sfamilyofhostedCRMsolutionsthatmakeiteasytostartontheroadtoacustomer-centricenterprise,andtotransitionandgrowtoouron-premisemySAPCRMsolutionatyourownpace.

SAP01Lesson:CustomerRelationshipManagement

Figure56:CRMon-demand

SAPCRMon-demandsolutionsprovideeasy-to-use,Web-basedaccesstoprovenandreliableCRMsalesfunctionality--developedinpartnershipwithmorethan3,000SAPcustomers--andaseamlessgrowthpathtomarket-leadingmySAPCRMasyourbusinessneedsevolve.

FeaturesandFunctions

ThefamilyofSAPCRMon-demandsolutionsmeetthespecificneedsofbusinessprofessionals,managers,executives,andadministrators.Thesesolutionsincludefeaturesandfunctionstosupportcorecustomer-facingprocessesforSalesforceautomation:Makesalesrepsmoreproductive,managersmoreeffective,andexecutivesbetterequippedtomakequick,informeddecisionswiththeSAPSaleson-demandsolution.Opportunitymanagement

Manageyoursalescyclemoreeffectivelyandpredictably--withalowercostofsales.Gainfullvisibilityintoyouropportunitypipelinetoforecastaccurately,improveteamcommunications,anddistributeleadstotheappropriatesalesrepresentatives.Adaptsales-assistantfunctionalitytoyoursalesmethodologytoprovidereal-time,step-by-stepguidance,helpstandardizebestpracticesacrossyourorganization,andimproveyourwinrate.Salesreportingandforecasting

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Monitorandrespondtoreal-timekeyperformanceindicators.Ensureforecastaccuracy,andpositionyourteamtoachieverevenuegoals.Provideyouruserswithpre-builtdashboardsforreportingandanalytics.Salesmanagement

Providemanagerswithvisibilityandquickaccesstotheirteams'salesactivities.Preciselymonitoryoursalesforcesoyoucanrecognizeandrespondtoconstantlyshiftingmarketdemands.

Accountandcontactmanagement

Ensureyoursalesprofessionalsfocusonactivitiesthatdeveloployaland

profitablecustomerrelationships.Attaincompletevisibilityintoallsalesactivitiestofostercollaborationandteamefficiency.Calendarandtaskmanagement

Easilycaptureandmanageyouractivities,calendar,andeverycustomer

interaction--includingyourappointments,telephonecalls,e-mails,letters,andmeetings.SynchronizewithMicrosoftOutlookorIBMLotusNotesgroupware,soyouhaveeasyaccesstoup-to-date,consistentinformation.

NewUserInterfaceEnablesQuickAdoption

AllSAPCRMon-demandsolutionsofferanewuserinterface--completelyredesignedbasedoncustomerfeedback--tomirrorthewayuserswork.Theinterfaceoffers:Intuitivedesign

AfamiliarWebuserinterface,onlinetutorials,andend-userhelpenablequickadoptionwithminimaltraining.Easyconfiguration

Administratorscanquicklytailorthesolutiononline--includingscreen,view,andfieldconfigurations--tomeetthespecificneedsofbusinessusers.Simpleshortcutsandnavigationalaids

Quicklinkstokeydata,snapshotsofrecentrecords,keyremindersandalerts,screen-personalizationcapabilities,andtheabilitytosaveuser-specificsearcheshelpusersshavetimefromdailytasks.

MicrosoftOfficeandIBMLotusNotesintegration

Integrationwithofficeproductsenablesuserstosynchronizetasks,appointments,ande-mailswithMicrosoftOfficeandIBMLotusNotes,sotheycanmanageactivitiesandcommunicationsfromonecentrallocation--anytime,anywhere.CustomerandopportunitylistscanbeexportedtoMicrosoftExcelforanalysis.

SAP01Lesson:CustomerRelationshipManagement

Figure57:MigrationfromSAPCRMon-demandtomySAPCRM

Integration

SalesordersinamySAPCRMscenariocancomefromdifferentsources:

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Figure58:SalesOrdersinmySAPCRM

••••

Telesales:TheagentcanusetheInteractionCentertocreateordersdirectlyintheCRMsystem.

Sales:SalesemployeescanusefieldsalestocreateordersdirectlyontheirlaptoporPDAandthensendthemtotheSAPCRMsystem.Internet:OrderscanbecreatedinSAPInternetSales.

DirectentryinSAPCRM:OrderscanstillbeentereddirectlyinSAPCRM,independentlyofthecommunicationchannel.

Althoughorderscancomefromanysource,theyareultimatelyexecutedintheSAPERPsystem.

IntheERPsystem,businessprocessessuchastheshipmentofgoodsandthebillingareprocessed.ThecompletionprogressistransferredtotheSAPCRMsysteminastatusupdate.

SAP01Lesson:CustomerRelationshipManagement

Figure59:MainComponentsofmySAPCRM

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LessonSummary

Youshouldnowbeableto:•Outlinethetasksassociatedwiththecustomerrelationshipmanagement

process•ExplainhowSAPsupportsthekeyprocessesincustomerrelationship

managementwiththemySAPCRMapplication

SAP01Lesson:Production

Lesson:Production

LessonOverview

Inthislessonyouwillgainanunderstandingofproductionprocessesandhowproductionisintegratedwithinothersolutions.

LessonObjectives

Aftercompletingthislesson,youwillbeableto:••

Outlinethetasksassociatedwithproductionplanningandmanufacturingexecution

ExplainhowmySAPERPsupportskeyprocessesinproduction

BusinessExample

Yourcompany,IDES,hasseveralproductionlocationsdistributedallaroundtheworld.Dependingonthematerialproductioncomplexity,multipleproductionstepsarenecessarytoproducethefinishedproducts.

Production

Withsupportforallmanufacturingstrategiesforbusinessesinthediscrete

processandconsumerproductsindustries,mySAPERPhelpsenterprisesmanagethefullrangeofmanufacturingactivities,fromplanningtoexecutionand

analysis,inasingle,end-to-endsystem.mySAPERPdeliversallelementsofacustomer-orientedmanufacturingmanagementsystemandisfullycompatiblewithJust-in-Time(JIT)andKanbanmethodologies.

Bycombininginformationfromavarietyofbusinessprocesses(including

planning,costaccounting,HumanCapitalManagement,materialsmanagement,WarehouseManagement,plantmaintenance,andqualitymanagement),mySAPERPsupportsthedevelopmentandexecutionofefficientproductionplansandensuresthataccurate,comprehensiveinformationisavailableatanytimetothosewhoneedit.Businessescansharemanufacturinginformationacrosstheenterpriseandsupplynetworktocoordinateproductionprocessesandpromotecooperation.Inaddition,datafromplantprocesscontrolanddata-collectionsystemscanbeincorporatedaswell,enhancingdecisionmakingbyincludingaccurateproductiondata.

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Figure60:Production

ManufacturingandproductioninmySAPERP,incooperationwithallotherintegratedSAPapplications,doesmuchmorethanjustfacilitateefficientproduction.Itestablishescriticallinksbetweensales,productionplanning,andthefactoryfloor.SAPintegratesyoursupplychainprocessestomaketheenterpriseascompetitiveaspossible.Itintegratesseamlesswithexternalreal-timeprocesscontrolandlaboratoryinformationsystems.Thisrepresentsasignificantadvancementforinformationsystemsintherepetitivemanufacturingandprocessindustries.SAPoffersfullintegrationbetweenitsprojectplanning,materialrequirementsplanning(MRP),andshopfloorcontrolsystemmodules.StandardinterfaceslinkSAPtoexternalCAD,productdatamanagement,andplantdatacollectionsystems.Therefore,mySAPERPisalsothestate-of-the-artmanufacturingsystemfordiscretemanufacturersandengineering-to-ordercompanies.

PlanningProcessOverview

Multipleforecastingmodelsandstrategiescanassistyouinmakingthebestchoice.Modelsareselectedthroughthesystemusingbuilt-inintelligence,whilemySAPERPcontinuouslychecksthevalidityofthemodel.Youcanincorporatetheimpactofevents,suchasmarketingpromotionsandseasonalinfluences,intotheforecasts.Youcanevenoverrideindividualvaluesofpastdemandsandforecasts.FullintegrationwithinmySAPERPmakesperiodicforecastrevisionseasy.Youcanbreakdownforecastdemandsfromtheplanningleveltotheleveloftheindividualproduct.Rough-cutcapacityplanningattheplanninglevelprovides

SAP01Lesson:Production

arealitycheckofresourcebottlenecks.ForecastsareeasilytransferredtoDemandManagementandMasterProductionScheduling(MPS),wheretheycanbeoffsetbyincomingsalesorders.Youcanalsoaddunexpecteddemandsanytime.

Figure61:ProductionPlanning

Planningisgenerallydividedintoseveralsteps.Thesestepsmaybeexecutedindependentofeachother,ortheymaycollaborate.

SalesandOperationsPlanning

SalesandOperationsPlanning(SOP)generatessalesplansandproductionplansusingforecastvaluesandrequirementsfromtheSalesInformationSystemandcosting/profitabilityanalysisasinputsfordeterminingrequirements.Therequirementsarereflectedinthesystemasplannedquantitiesofaproductoveragivenperiodoftime,andarenotnecessarilycreatedonthebasisofacustomerrequirement.DemandManagement

InDemandManagementforecasting,functionalityisconnectedwithproductionscheduling.RequirementquantitiesanddatesforfinishedproductsandassembliesbasedontheplansfromSOParedetermined.MasterProductionScheduling

MasterProductionScheduling(MPS)allowsforcriticalresourcesortop-levelitemstobeplannedwithextraattention.Thisprocedureensuresthattheinstabilitiesinplanningarekepttoaminimum.MPSisanoptionalstepintheplanningprocess.MaterialRequirementsPlanning

MaterialRequirementsPlanning(MRP)isthedetailedplanningof

replenishmentschedulesforrequiredcomponents.TheoutputofMRPiseitheraplannedorderorapurchaserequisition.

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Execution

Theproductionorderisthecentraldataobjectinshopfloorcontrolandmanufacturingexecution.Theproductionordercontainsalldatarelevanttoproductionobjectives,materialcomponents,requiredresources,andcosts.Anormalproductionordercoversthedemandforasinglematerialorproduct,butyoucanalsoproducemultipleproductsjointlyinoneproductionorder(co-products)anddistributeincurredcostsbetweenthedifferentproducts.Inaproductionorder,youcanalsospecifyexternaloperationsthataretobeprocessedinanoutsideworkshop.Ifyouneedtocarryoutarework,youcancreateaseparatereworkorderthatisdirectlyassignedtotheprimaryproductionorder.Alternatively,youcaninsertspecificreworkoperationsintoanexistingorder.Productionordersareusuallycreatedfromplannedorders.Thecompleteprocessincludesseveralsteps:••••

CreationandreleaseofaproductionorderGoodsissuesofcomponents

ConfirmationofproductionactivityGoodsreceiptsofthefinishedgoods

Figure62:ProductionOrder

Youmustreleaseaproductionorderbeforeyoucanprocessit.OnceyouhavesettheorderstatustoReleased,youcanprintshopfloorpapers,issuematerialsfromstock,andconfirmoperations.Beforeyoureleaseaproductionorder,youhavetomakesurethatsufficientmanufacturingcapacityisavailable.YoucanusetheGraphicPlanningTabletogetanoverviewofyourshort-termordersandreleaseproductionorders.

SAP01Lesson:Production

Whenyoureleaseaproductionorder,youcansetupthesystemtochecktheavailabilityofcomponentsandproductionresourcesortools.Youcanevenspecifythetypeofavailabilitychecktobecarriedout(Available-to-Promise

(ATP)calculation)perordertype.Forexample,youcanworkwitheitherdynamicorstaticavailabilitychecking.Whenyoucustomizeyoursystem,youcanspecifywhetheranordercanbereleasedeventhoughitmayhavemissingpartsor

productionresources.Youcaneitherreleaseproductionordersindividually,orderbyorder,oryoucanreleasethemasagroup,whentheorderstartdatesreachthereleasehorizon.Youcanreleaseallorderswithinacollectiveorderinonestep,oryoucansetupthesystemsothatproductionordersarereleasedassoonastheyarecreated.Youcanreleaseproductionordersoperationbyoperation,if,forexample,operationtimesareratherlongandworkcenterassignmentforanoperationisonlycarriedoutafterthepreviousoperationhasfinished(forexample,atacomponentsplantintheaircraftindustryorduringassemblyofprecisioninstruments).

OrderConfirmationandGoodsReceipt

Youconfirmproductionorderoperationstodeliverfeedbacktosalesorder

processingandshopfloorplanning.Completionconfirmationscollectimportantdata,suchasquantitiesproduced,scrap,productiontimes,andcompletiondates.Completionconfirmationsclearcapacityloadsandcollectdataforproductioncostcontrolling.ConfirmedlaborcanbetransferredtomySAPERPHumanCapitalManagement.

Figure63:ConfirmationandGoodsReceipt

CompletionConfirmations

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Thefollowingtypesofcompletionconfirmationsarepossible:

Milestonecompletionconfirmations

Thesystemconfirmsallprecedingoperations,includingsub-operations,uptothepreviousmilestone.mySAPERPbasesconfirmationsonreportedquantities(yieldplusscrap)andstandardtimes.Standardcompletionconfirmations

Theoperationsareconfirmedusingtargetvalues.

Normalcompletionconfirmations

Youconductindividualcompletionconfirmations,seeingtargetvaluesasdefaults.Thesystemallowsyoutooverwriteallinputvaluessoyoucanreportvariancesintheproductionprocess.Collectivecompletionconfirmations

Thesystemdisplaysafastentryscreenwhereyoucanentermultipleoperationstoconfirm.Completionconfirmationsatorderheaderlevel

Orderscanbeconfirmedatorderheaderlevel,whichcandrivetheautomaticbackflushofmaterialconsumptionforalloperations,ifyousochoose.WithmySAPERP,youcanconfirmproductionordersoperationbyoperation.Butifyouworkinalean,process-orientedproductionenvironment,confirmationofamilestoneoperationattheendofaproductionordercanbesufficient.Youalsohavetheoptionofconfirmingproductionordersatorderheaderlevel,whichworkslikeamilestoneconfirmationattheendoftheorder.Youconfirmeitheruponreceivingtheproductinthefinishedproductswarehouse,orattherampjustbeforedeliverytoyourcustomer.Ifyoucreatethenecessaryorganizationalrequirements,youcanconfirmalloperationsandbackflushmaterialswithasingleconfirmationtransaction.GoodsReceipt

Goodsreceiptstostockcanbeautomaticallypostedwhenyouconfirmthelastoperation(oranyotheroperationspecified)inaproductionorder.Alternatively,youcanreporttheminaseparatetransaction.Youcanprocessgoodsreceiptsforpartialdeliveriesfromproductionbypostingthemdirectlytoavailablestockortoqualityinspectionstock.Youcanalsoprocessgoodsreceiptsfromco-productsandby-products.Goodsreceiptprocessinggeneratesacreditpostingtothe

productionorderthatcorrespondstothevalueoftheproductquantitybasedonitsstandardprice.mySAPERPdebitsthevalueintheGeneralLedger(G/L)tothestockaccountforfinishedproductsandcreditsittoaspecificrevenueaccount,whichrepresentsthevalueofgoodsproduced.YouassigntheG/Laccountswhenyousetupthesystem.

SAP01Lesson:Production

Settlement

Ordersettlementforaproductionordermeansclearingthedifferencesbetweentheactualcostsincurredandthecreditsthattheorderreceivedfromgoods

receipts.OrdersettlementdemonstratesthecloseintegrationbetweenProductionandManagementAccountinginmySAPERP.Normally,aproductionorderissettledwhenitiscompletedorbeforemonth-endclosing.Duringsettlement,youcanpostcostvariancestooneormorecostobjects.Forexample,youcanpostvariancesduetoexcessivescraptoascrapcostcollector,andvariancesduetopoorperformancetoaproductivityproblemcostcollector.Alternatively,youcansimplyposttheentirevariancetoinventory.ThesystempostsanentrytotheG/Lpricevarianceaccountwhenyouworkwithstandardcosting.

Figure:Settlement

Youcananalyzeproductioncostsatproductlevel,forexample,withtheonlinevariancereports.Thesereportsshowplannedcostsfortheorder,actualincurredcosts,andcalculatedvariances.Thereportsalsoshowdetailedcostspercostelement.Youcanalsoselectareportshowingthecorrespondingquantities.Youcaninteractivelyanalyzethevariancesanduseadrilldowntechniquetodisplayindividualcostallocations.Youcanaccesseverysinglecostallocationitem,includinginformationaboutdates,quantity,andoriginoftheallocationtransaction.Youcanuseotherstandardreportsthatcomparestandardcost

estimatesforproductswithcurrentproductionordersorproductioncostcollectors.Youcanalsodefineproductionorderhierarchies,whereyousummarizeordersforthesameproductorforproductgroups.ThefullpowerandflexibilityofmySAPERPFinancialsisavailableforanalyzingproductioncosts.

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SAP01Lesson:Production

Exercise11:Production

ExerciseObjectives

Aftercompletingthisexercise,youwillbeableto:•Viewabillofmaterial•Viewthecomponentsofabillofmaterial•DisplayaStock/RequirementsList•NavigatewithinthevariousareasoftheStock/RequirementsList•Createaproductionorder•Confirmaproductionorder

BusinessExample

Yourdepartmenthandlestherequestsfromotherdepartmentstoproduceproducts.Youareresponsibletomonitorstocklevelsfromproduction.Firstyouneedtoreviewamultilevelbillofmaterialtoseehowmanycomponentsmakeupthefinishedproduct.

Task1:

Viewthebillofmaterial(BOM)foramaterialanddisplayitscomponents.1.

Usingtheinformationprovidedinthetable,displaythebillofmaterial.FieldMaterialPlantBOMusage

DataR-F1##(Pump)1000(Hamburg)1

(Production)

HowmanycomponentmaterialsmakeuptheR-F1##material,excludinganydocumentation?Recordthecomponentsinthetable.

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Components

HowmanycomponentmaterialsarethereforthecomponentmaterialR-B1##?Recordthecomponentsinthetable.Components

Task2:

YouhavedeterminedthattheStock/RequirementsListwillenableyoutomonitortheproductionprocessanddisplayproduction-relatedinformation.DisplaytheStock/RequirementsList.1.

Usingtheinformationprovidedinthetable,viewthestock/requirementslist.MaterialPlant

R-F1##1000(Hamburg)

Task3:

Youhavebeenaskedtoplaceaproductionorderfor10pumps.Whentheproductionofthepumpshasbeencompleted,youhavetoplacethepumpsintostockbyconfirmingtheproductionorder.

DisplaytheStock/RequirementsListtoconfirmeachoftherequestedproductionprocess.1.

Usingtheinformationprovidedinthetable,createaPP01productionorder.Recordtheproductionorder.

Continuedonnextpage

SAP01Lesson:Production

FieldMaterialPlantQtyFinish

ProductionOrder2.3.4.

DataR-F1##(Pump)1000(Hamburg)10

AccesstheStock/RequirementsListtodisplaytheproductionorder.Confirmtheproductionorder.

RecordtheavailablequantityfromtheStock/RequirementsList.Availableqty

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Solution11:Production

Task1:

Viewthebillofmaterial(BOM)foramaterialanddisplayitscomponents.1.

Usingtheinformationprovidedinthetable,displaythebillofmaterial.FieldMaterialPlantBOMusage

DataR-F1##(Pump)1000(Hamburg)1

(Production)

a)b)c)d)e)f)2.

FromtheSAPEasyAccessmenu,chooseLogistics→Production→MasterData→BillsofMaterial→BillofMaterial→MaterialBOM.Choose

Display.

EnterMaterial:R-F1##.EnterPlant:1000.EnterBOMusage:1.ChooseEnter.

Thebillofmaterialdisplays,showingtheR-F1##materialcomponents.

HowmanycomponentmaterialsmakeuptheR-F1##material,excludinganydocumentation?Recordthecomponentsinthetable.Components

a)3.

FourcomponentsmakeupmaterialR-F1##.Recordthecomponentsinthetable.

HowmanycomponentmaterialsarethereforthecomponentmaterialR-B1##?Recordthecomponentsinthetable.

Continuedonnextpage

SAP01Lesson:Production

Components

a)b)c)

SelectcomponentR-B1##byselectingtheboxtotheleftofthematerialorbyplacingthecursorontheline.ChooseExtras→Displayassembly.Adisplayassemblydialogboxappears.ChooseContinue.

Thecomponent'sbillofmaterialnowdisplays.

TherearethreecomponentmaterialsforcomponentmaterialR-B1##.Recordthecomponentsintheprovidedtable.

d)ChooseExittoreturntotheSAPEasyAccessmenu.

Task2:

YouhavedeterminedthattheStock/RequirementsListwillenableyoutomonitortheproductionprocessanddisplayproduction-relatedinformation.DisplaytheStock/RequirementsList.1.

Usingtheinformationprovidedinthetable,viewthestock/requirementslist.MaterialPlanta)b)c)d)e)

R-F1##1000(Hamburg)

FromtheSAPEasyAccessmenu,chooseLogistics->Production->ShopFloorControl->InformationSystem.Choose

Stock/RequirementsList.

EnterMaterial:R-F1##.EnterPlant:1000.Choose

Continue.

Atthepresenttime,norequirementsexistforthematerial.ChooseExittoleavetheStock/RequirementsListandreturntotheSAPEasyAccessmenu.

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Task3:

Youhavebeenaskedtoplaceaproductionorderfor10pumps.Whentheproductionofthepumpshasbeencompleted,youhavetoplacethepumpsintostockbyconfirmingtheproductionorder.

DisplaytheStock/RequirementsListtoconfirmeachoftherequestedproductionprocess.1.

Usingtheinformationprovidedinthetable,createaPP01productionorder.Recordtheproductionorder.FieldMaterialPlant

DataR-F1##(Pump)1000(Hamburg)

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SAP01Lesson:Production

FieldQtyFinish

ProductionOrdera)b)c)d)

Data10

FromtheSAPEasyAccessmenu,chooseLogistics→Production→ShopFloorControl→Order→Create.Choose

WithMaterial.

EnterMaterial:R-F1##.EnterPlant:1000.

Hint:TheordertypePP01willdefault,soauserentryisnotrequired.

e)f)g)h)i)j)k)

ChooseEnter.

OntheGeneraltabintheQuantitiesarea,enter10intheTotalquantfield.

OntheGeneraltabintheDatesarea,enterintheFinishfield.

Fromtheapplicationtoolbar:chooseReleaseOrder.Choose

Save.

Recordyourproductionorderinthespaceprovidedinthetableabove.Choosemenu.

ExittoexitthescreenandreturntotheSAPEasyAccess

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2.AccesstheStock/RequirementsListtodisplaytheproductionorder.a)b)c)d)

FromtheSAPEasyAccessmenu,chooseLogistics→Production→ShopFloorControl→InformationSystem.ChooseStock/RequirementsList.EnterMaterial:R-F1##.EnterPlant:1000.

Note:Theinformationwilldefaultsoanuserentryisnotrequired.

e)f)g)h)

ChooseChoose

Enter.

Detailsofelement.

Fromwithinthedialogbox,chooseDisplayElementtodisplaytheproductionorder.

ChooseExittoleavetheStock/RequirementsListandreturntotheSAPEasyAccessmenu.

FromtheSAPEasyAccessmenu,chooseLogistics→Production→ShopFloorControl→Confirmation→Enter.Choose

ForOrder.

3.Confirmtheproductionorder.a)b)c)d)e)

Enterthenumberfromthepreviousstep.ChooseEnter.

ChooseFinalConfirmtntomakethefinalconfirmationoftheproductionorder.

Note:ThequantitywillautodefaultintheYieldtoconf.field,soauserentryisnotrequired.

f)4.

ChooseSave.

RecordtheavailablequantityfromtheStock/RequirementsList.

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SAP01Lesson:Production

Availableqtya)b)c)d)

FromtheSAPEasyAccessmenu,chooseLogistics->Production->ShopFloorControl->InformationSystem.Choose

Stock/RequirementsList.

EnterMaterial:R-F1##.EnterPlant:1000.

Note:Theinformationwilldefaultsoanuserentryisnotrequired.

e)f)g)

ChooseEnter.

RecordtheAvailableqtyinthespaceprovided

ChooseExittoleavethestock/RequirementsListandreturntotheSAPEasyAccessmenu.

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SAP01Lesson:Production

Exercise12:Productionofamake-to-orderproduct

ExerciseObjectives

BusinessExample

Task1:

Viewthebillofmaterial(BOM)foramaterialanddisplayitscomponents.1.

Usingtheinformationprovidedinthetable,displaythebillofmaterial.FieldMaterialPlantBOMusage

DataR-F4##(Pump)1000(Hamburg)1

(Production)

HowmanycomponentmaterialsmakeuptheR-F4##material,excludinganydocumentationordrawings?Recordthecomponentsinthetable.

Continuedonnextpage

Unit4:LogisticsSAP01

Components

HowmanycomponentmaterialsarethereforthecomponentmaterialR-B1##?Recordthecomponentsinthetable.Components

Task2:

YouhavedeterminedthattheStock/RequirementsListwillenableyoutomonitortheproductionprocessanddisplayproduction-relatedinformation.DisplaytheStock/RequirementsList.1.

Usingtheinformationprovidedinthetable,viewthestock/requirementslist.MaterialPlant

R-F4##1000(Hamburg)

Task3:

Yourcustomerrequestsamake-to-orderproduct,enterastandardsalesorderforyourcustomer.1.

Usingtheinformationprovidedinthetable,createastandardorder.Recordthesalesorderdocument.FieldOrderTypeSold-topartyPurch.orderno.Req.deliv.date

DataOR

(StandardOrder)Rohrer##(RohrerAGGr.##)Group—##

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SAP01Lesson:Production

FieldMaterialOrderquantitySalesorder

DataR-F4##

(PumpPrecision4##)10

Task4:

DisplaytheStock/RequirementsListtoconfirmyoursalesorderhasbeencreated.1.

Usingtheinformationprovidedinthetable,viewthestock/requirementslist.MaterialPlant

R-F4##1000(Hamburg)

Task5:

YoustartaMRPruntocalculatetherequirementsandtocreateplannedorders.1.

Usingthedataspecifiedbelow,starttheMRPrun.FieldMaterialMRPareaPlant

DataR-F4##10001000

Therestoftheentriesyoucanleaveastheyare(theyarewrittenbelowjustforcontinuity).FieldProcessingkeyCreatepurchasereq.DeliveryschedulesCreateMRPlistPlanningmodeScheduling

DataNETCH23111

LeavetheProcesscontrolparametersunchecked.

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Usingtheinformationprovidedinthetable,viewthestock/requirementslistandrecordyourplannedorder.MaterialPlantPlannedorder

R-F4##1000(Hamburg)

Task6:

Youcreateandreleaseaproductionorderwithreferencetotheplannedorder.Whentheproductionofthepumpshasbeencompleted,youhavetoplacethepumpsintostockbyconfirmingtheproductionorder.

UsetheStock/RequirementsListtoconfirmthecreationandprocessingoftheproductionorder.1.

Usingtheinformationprovidedinthetable,createaproductionorder.Recordtheproductionorder.FieldPlannedOrderOrdertypeProductionOrder2.3.4.

AccesstheStock/RequirementsListtodisplaytheproductionorder.Confirmtheproductionorder.

RecordtheavailablequantityfromtheStock/RequirementsList.Availableqty

Data

PP01

SAP01Lesson:Production

Solution12:Productionofamake-to-orderproduct

Task1:

Viewthebillofmaterial(BOM)foramaterialanddisplayitscomponents.1.

Usingtheinformationprovidedinthetable,displaythebillofmaterial.FieldMaterialPlantBOMusage

DataR-F4##(Pump)1000(Hamburg)1

(Production)

a)b)c)d)e)f)2.

FromtheSAPEasyAccessmenu,chooseLogistics→Production→MasterData→BillsofMaterial→BillofMaterial→MaterialBOM.ChooseDisplay.EnterMaterial:R-F4##.EnterPlant:1000.EnterBOMusage:1.Choose

Enter.

Thebillofmaterialdisplays,showingtheR-F4##materialcomponents.HowmanycomponentmaterialsmakeuptheR-F4##material,excludinganydocumentationordrawings?Recordthecomponentsinthetable.Components

FourcomponentsmakeupmaterialR-F4##.Recordthecomponentsinthetable.

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HowmanycomponentmaterialsarethereforthecomponentmaterialR-B1##?Recordthecomponentsinthetable.Components

a)b)c)

SelectcomponentR-B1##byselectingtheboxtotheleftofthematerialorbyplacingthecursorontheline.ChooseExtras→Displayassembly.Adisplayassemblydialogboxappears.ChooseContinue.

Thecomponent'sbillofmaterialnowdisplays.

TherearethreecomponentmaterialsforcomponentmaterialR-B1##.Recordthecomponentsintheprovidedtable.

d)ChooseExittwicetoreturntotheSAPEasyAccessmenu.

Task2:

YouhavedeterminedthattheStock/RequirementsListwillenableyoutomonitortheproductionprocessanddisplayproduction-relatedinformation.DisplaytheStock/RequirementsList.1.

Usingtheinformationprovidedinthetable,viewthestock/requirementslist.

Continuedonnextpage

SAP01Lesson:Production

MaterialPlanta)b)c)d)

R-F4##1000(Hamburg)

FromtheSAPEasyAccessmenu,chooseLogistics→Production→ProductionControl→InformationSystem.Choose

Stock/RequirementsList.

EnterMaterial:R-F4##.EnterPlant:1000.

Hint:Thisinformationmayhavealreadydefaultedintothefields.

e)ChooseContinue.

Atthepresenttime,norequirementsexistforthematerial.ChooseExittoleavetheStock/RequirementsListandreturntotheSAPEasyAccessmenu.

Task3:

Yourcustomerrequestsamake-to-orderproduct,enterastandardsalesorderforyourcustomer.1.

Usingtheinformationprovidedinthetable,createastandardorder.Recordthesalesorderdocument.FieldOrderTypeSold-topartyPurch.orderno.Req.deliv.date

DataOR

(StandardOrder)Rohrer##(RohrerAGGr.##)Group—##

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Unit4:LogisticsSAP01

FieldMaterialOrderquantitySalesordera)b)c)d)e)f)g)

DataR-F4##

(PumpPrecision4##)10

FromtheSAPEasyAccessmenu,chooseLogistics→SalesandDistribution→Sales→Order.Choose

Create.

EnterOrderType:OR.Choose

Enter.

EnterSold-toparty:Rohrer##.EnterPurch.orderno.:Group-##.Choose

Enter.

Hint:MakesureyouareontheSalestabontheorderentryscreen.

h)i)j)k)l)m)

EnterReq.deliv.date:.ChooseEnter.

EnterMaterial:R-F4##.EnterOrderquantity:10.ChooseEnter.

ChooseSaveandrecordthedocumentnumberinthetableprovided.

Hint:Thesystemdisplaysamessagethatthesalesorderhasbeensavedwiththesalesdocumentnumber.Thisnumberappearsonthestatusbaronthebottomleft-handcorneroftheorderwindow.

ChooseExittoleavetheSalesOrderandreturntotheSAPEasyAccessmenu.

Continuedonnextpage

SAP01Lesson:Production

Task4:

DisplaytheStock/RequirementsListtoconfirmyoursalesorderhasbeencreated.1.

Usingtheinformationprovidedinthetable,viewthestock/requirementslist.MaterialPlanta)b)c)d)

R-F4##1000(Hamburg)

FromtheSAPEasyAccessmenu,chooseLogistics→Production→ShopFloorControl→InformationSystem.ChooseStock/RequirementsList.EnterMaterial:R-F4##.EnterPlant:1000.

Note:Theinformationwilldefaultsoanuserentrymaynotberequired.

e)ChooseContinue.

Nowthereisarequirementcreatedforthesalesorder.

ChooseExittoleavetheStock/RequirementsListandreturntotheSAPEasyAccessmenu.

Task5:

YoustartaMRPruntocalculatetherequirementsandtocreateplannedorders.1.

Usingthedataspecifiedbelow,starttheMRPrun.FieldMaterialMRPareaPlant

DataR-F4##10001000

Therestoftheentriesyoucanleaveastheyare(theyarewrittenbelowjustforcontinuity).FieldProcessingkeyCreatepurchasereq.Deliveryschedules

DataNETCH23

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197

Unit4:LogisticsSAP01

CreateMRPlistPlanningmodeScheduling

111

LeavetheProcesscontrolparametersunchecked.a)b)c)d)e)

FromtheSAPEasyAccessmenu,chooseLogistics→Production→MRP→Planning.

ChooseSingle-Item,Multi-LevelPlanning.EnterMaterial:R-F4##EnterMRParea:1000EnterPlant:1000

Note:Theinformationwilldefaultsoanuserentrymaynotberequired.

f)g)

Hint:YouhavetoconfirmtheinputparametersbypressingEnteragain.

h)2.

ChooseExittoleavetheMRPRunresultandreturntotheSAPEasyAccessmenu.Choose

Enter.

Usingtheinformationprovidedinthetable,viewthestock/requirementslistandrecordyourplannedorder.

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SAP01Lesson:Production

MaterialPlantPlannedordera)b)c)d)

R-F4##1000(Hamburg)

FromtheSAPEasyAccessmenu,chooseLogistics->Production->ShopFloorControl->InformationSystem.Choose

Stock/RequirementsList.

EnterMaterial:R-F4##.EnterPlant:1000.

Note:Theinformationwilldefaultsoanuserentrymaynotberequired.

e)f)

ChooseContinue.

AftertheMRPRunthereisnotonlytherequirementforthesalesorderbutalsoannewMRPelement,aplannedorder.Recordtheplannedorderinthespaceprovidedinthetableabove.

ChooseExittoleavetheStock/RequirementsListandreturntotheSAPEasyAccessmenu.

Task6:

Youcreateandreleaseaproductionorderwithreferencetotheplannedorder.Whentheproductionofthepumpshasbeencompleted,youhavetoplacethepumpsintostockbyconfirmingtheproductionorder.

UsetheStock/RequirementsListtoconfirmthecreationandprocessingoftheproductionorder.1.

Usingtheinformationprovidedinthetable,createaproductionorder.Recordtheproductionorder.

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