Automotive Consulting Solution - SAP Service …sapidp/011000358700001067122013E/... · forecast...

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Automotive Consulting Solution Automated Creation of SD-Scheduling Agreements via IDoc or MS-Excel

Transcript of Automotive Consulting Solution - SAP Service …sapidp/011000358700001067122013E/... · forecast...

Automotive Consulting SolutionAutomated Creation of SD-Scheduling Agreements via IDoc or MS-Excel

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Agenda

1. Benefit for the Customer

2. Description of the Function

3. The Function in the System

4. Technical Information

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Customer Benefit

Proven solutions/services of SAP Automotive Consulting

Solutions already running productive at several customers

Solutions and documentation are available in German and English

Prompt implementation possible

Defined timeframe for implementation

Exact calculation of implementation cost. Implementation for fixed price

6 months of free follow up care operations for bug corrections starting at

the date of installation within the development landscape. Afterwards

chargeable consulting support starts

No additional ongoing costs (i.e. maintenance cost)

Time

Cost

Solution

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Agenda

1. Benefit for the Customer

2. Description of the Function

3. The Function in the System

4. Technical Information

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Process/Motivation: Excel list

Many customers are changing their terms of contract on a regular basis (e.g.

biannual). This may implicate that, per customer/ship-to party and material

number, new SD-scheduling agreements have to be created

To minimize manual work the creation of scheduling agreements shall take place

automatically to the greatest possible extend

Some of the parameters stay unchanged, like e.g. the sales document type, the

sales area and so on. Most of the time only the material numbers / purchase

order numbers or change states are changing

Previously coordination with the customers were taking place by means of Excel

lists. They serve as basis for a program which creates SD-scheduling

agreements automatically

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Process/Motivation: IDoc

Furthermore, if required, single SD-scheduling agreements shall be created

automatically for selective internal customers (own plants) which send their

forecast delivery schedules via EDI

Thus the effort through manual maintenance beforehand is minimized as far as

that SD-scheduling agreements are only created when the first purchasing

orders corresponding to the relevant materials (EDI-forecast delivery schedules)

are available

Some configuration setting is required because not all the necessary information

is transferred via IDoc (e.g. scheduling agreement type, sales area, further

partners, etc.)

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Project relevant topics

In order to create scheduling agreements automatically, it should be checked

beforehand, if e.g.:

The relevant material master sights are existing

A sales price is maintained

A customer material info record or the customer material number in the Excel

list are existing

Before a program for the automated creation of SD- scheduling agreements is

started it shall be illustrated in an overview list that the criteria to check are existing

so that a successful creation of an SD-scheduling agreement is possible.

The check criteria and standard value for the creation of SD-scheduling agreements

(like e.g. sales document type, sold-to party, delivering plant) have to be stored in

separate master data tables / transactions.

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Agenda

1. Benefit for the Customer

2. Description of the Function

3. The Function in the System

4. Technical Information

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Automated creation via IDoc

Configuration settings Derivation of scheduling agreement type

Derivation of organizational data

Derivation of partner

Example for IDoc-Inbound

Automated creation via MS-Excel

Configuration settings Check on material master sights

Standard values for SD-schedule agreement creation

Example: setup of the Excel list

Monitor Selection and standard values

Overview list and functions

The function in the system - Overview

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Automated creation via IDoc

Configuration settings Derivation of scheduling agreement type

Derivation of organizational data

Derivation of partner

Example for IDoc-Inbound

Automated creation via MS-Excel

Configuration settings Check on material master sights

Standard values for SD-schedule agreement creation

Example: setup of the Excel list

Monitor Selection and standard values

Overview list and functions

The function in the system - Overview

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Creation via IDoc: Derivation of scheduling agreement type

During the creation of SD-scheduling agreements certain values have to be

specified. This data can be partly adopted from the transferred IDoc. Further data

is derived from or rather specified by configuration settings.

Depending on e.g. the KANBAN indicator of the customer it can be specified with

which sales document type the SD-scheduling agreement should be created. The

scheduling agreement IDoc contains the relevant KANBAN indicator.

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Creation via IDoc: Derivation of organizational data

Depending on the transferred IDoc data and the scheduling agreement type it can

be specified with which organizational data the SD-scheduling agreement should

be created.

The scheduling agreement IDoc contains the correspondent criteria:

Vendor

Partner description and

Customer material (optional, maskable)

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Creation via IDoc: Derivation of organizational data (detail)

These standard values, if they are entered, override the standard derivation (e.g.

the shipping point determination)

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Creation via IDoc: Derivation of partner

It can be specified to the sales area and the sold-to party (or rather ship-to party)

with which further partners the SD-scheduling agreement should be created.

Thus the partners are derived:

Bill-to party

Payer

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Automated creation via IDoc

Configuration settings Derivation of scheduling agreement type

Derivation of organizational data

Derivation of partner

Example for IDoc-Inbound

Automated creation via MS-Excel

Configuration settings Check on material master sights

Standard values for SD-schedule agreement creation

Example: setup of the Excel list

Monitor Selection and standard values

Overview list and functions

The function in the system - Overview

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During processing of the scheduling agreement IDocs without appropriate SD-

scheduling agreement the following functions are used:

Pre checks: customer internal; scheduling type, exclusion via foreign function,

etc.

Derivation of the additional scheduling agreement data (configuration

settings, distinct material, partner, …)

SD-scheduling agreement creation

Creation of a correction delivery (only with positive cumulative quantity

received by customer)

Transfer scheduling agreement with cumulative quantity

If errors occur, restart of the IDoc processing

Creation via IDoc: Process

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All occurring messages and the created SD-scheduling agreement are being

logged in the status record of the scheduling agreement IDoc.

Creation via IDoc: Result - IDoc status record after

processing

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Automated creation via IDoc

Configuration settings Derivation of scheduling agreement type

Derivation of organizational data

Derivation of partner

Example for IDoc-Inbound

Automated creation via MS-Excel

Configuration settings Check on material master sights

Standard values for SD-schedule agreement creation

Example: setup of the Excel list

Monitor Selection and standard values

Overview list and functions

The function in the system - Overview

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Creation via MS-Excel: Check on material master sights

In a transaction it can be deposited per plant which material master sights have to

be obligatory and which are optional. The following settings are available:

Can be maintained: The material master sight can be available to support

the creation of the SD-scheduling agreement (e.g. sales texts)

Has to be maintained: The material master sight has to be available to

create the SD-scheduling agreement (e.g. sales views)

Not relevant: The material master sight is not relevant to create SD-

scheduling agreements

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Creation via MS-Excel: Standard values for SD-scheduling

agreement creation

During creation of a SD-scheduling agreement certain values (e.g. sales

organization, sales order type,…) have to be entered. A part of the fields can be

specified in a configuration table.

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Creation via MS-Excel: Example for setup of the Excel list

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Automated creation via IDoc

Configuration settings Derivation of scheduling agreement type

Derivation of organizational data

Derivation of partner

Example for IDoc-Inbound

Automated creation via MS-Excel

Configuration settings Check on material master sights

Standard values for SD-schedule agreement creation

Example: setup of the Excel list

Monitor Selection and standard values

Overview list and functions

The function in the system - Overview

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The selection of the data for the

creation of the SD-scheduling

agreement can be divided into:

Selection of the configuration key

Selection of the relevant materials

(through multiple selection or via a

classification attribute of the

material master)

Choice of an Excel table in which

further information (like e.g.

customer material number,

purchase order number) can be

deposited

Creation via MS-Excel: Selection and standard values

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Creation via MS-Excel: Output list

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ALV standard functions like, sort, filter, print, change

layout, download and adjustment of Layout.

Execute partner determination again: If several partners

are existing for the respective partner role in the sales

area of the customer they can be selected via the

standard selection (pop-up) and the partner

determination can be executed again for the selected

position of the output list.

Creation via MS-Excel: Output list – functions I

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Jump to the sight: Change material master (transaction MM02

Creation of one or more SD-scheduling agreements in the foreground

Creation of one or more SD-scheduling agreements in the

background

Display of messages: If messages are existing a flag is appearing in

the column „Message“. Via this flag you can go to another list in

which all messages can be displayed:

Creation via MS-Excel: Output list – functions II

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Agenda

1. Benefit for the Customer

2. Description of the Function

3. The Function in the System

4. Technical Information

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Technical Information

Available for SAP ERP ECC 6.0

Activation of automotive industrialized solution in SAP ERP System not

necessary

Technical installation is possible remotely

Modification-free

Delivery in Z-namespace

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Source of Information

OSS-System

Notes (Search term: Automotive Consulting Solutions)

Internet

Overview-, Detail- and Customer presentations

http://www.sap.com/acs

Email - distribution list

Signing up through [email protected]

Thank you!

Mario Rebitzer

Platinum Consultant

Industry Area Automotive

SAP Deutschland SE & Co. KG

Hasso-Plattner-Ring 7

69190 Walldorf, Germany

M +49/ 170 22 00 287

S +49/ 6227 7 44674

E [email protected]

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