SCM650 - Cross-Functional Customizing SD
-
Upload
timothy-cunningham -
Category
Documents
-
view
605 -
download
4
description
Transcript of SCM650 - Cross-Functional Customizing SD
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650Cross-Functional Customizing in
Sales and Distribution
mySAP ERP Sales and Services
Date
Training Center
Instructors
Education Website
Participant HandbookCourse Version: 2006 / Q2
Course Duration: 3 Days
Material Number: 50078123
An SAP course - use it to learn, reference it for work
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Copyright
Copyright © 2006 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without
the express permission of SAP AG. Additionally this publication and its contents are provided solely
for your use, this publication and its contents may not be rented, transferred or sold without the express
permission of SAP AG. The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software
components of other software vendors.
Trademarks
� Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are
registered trademarks of Microsoft Corporation.
� IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®,
AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.
� ORACLE® is a registered trademark of ORACLE Corporation.
� INFORMIX®-OnLine for SAP and INFORMIX® Dynamic ServerTM are registered trademarks
of Informix Software Incorporated.
� UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.
� Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®,
VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks of
Citrix Systems, Inc.
� HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide
Web Consortium, Massachusetts Institute of Technology.
� JAVA® is a registered trademark of Sun Microsystems, Inc.
� JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for
technology invented and implemented by Netscape.
� SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP
EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are
trademarks or registered trademarks of SAP AG in Germany and in several other countries all
over the world. All other products mentioned are trademarks or registered trademarks of their
respective companies.
Disclaimer
THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY
DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT
LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT,
GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN
NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL,
CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING
WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM
THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
About This Handbook
This handbook is intended to complement the instructor-led presentation of this
course, and serve as a source of reference. It is not suitable for self-study.
Typographic Conventions
American English is the standard used in this handbook. The following typographic
conventions are also used.
Type Style Description
Example text Words or characters that appear on the screen. These
include field names, screen titles, pushbuttons as well as
menu names, paths, and options.
Also used for cross-references to other documentation
both internal (in this documentation) and external (in
other locations, such as SAPNet).
Example text Emphasized words or phrases in body text, titles of
graphics, and tables
EXAMPLE TEXT Names of elements in the system. These include report
names, program names, transaction codes, table names,
and individual key words of a programming language,
when surrounded by body text, for example SELECT
and INCLUDE.
Example text Screen output. This includes file and directory names
and their paths, messages, names of variables and
parameters, and passages of the source text of a program.
Example text Exact user entry. These are words and characters that
you enter in the system exactly as they appear in the
documentation.
<Example text> Variable user entry. Pointed brackets indicate that you
replace these words and characters with appropriate
entries.
2006/Q2 © 2006 SAP AG. All rights reserved. iii
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
About This Handbook SCM650
Icons in Body Text
The following icons are used in this handbook.
Icon Meaning
For more information, tips, or background
Note or further explanation of previous point
Exception or caution
Procedures
Indicates that the item is displayed in the instructor�s
presentation.
iv © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Contents
Course Overview ...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Course Goals.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Course Objectives .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Unit 1: Understanding Organizational Structures ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Understanding Organizational Structures .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Unit 2: Copying Control .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Copying Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Unit 3: Text Control .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Text Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Unit 4: Output .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Output Determination .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Output Processing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Unit 5: System Modifications ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121
Basics of System Modification ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Adapting Lists ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149
Adapting the User Interface .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161
2006/Q2 © 2006 SAP AG. All rights reserved. v
I n t e r n a l U s e S A P P a r t n e r O n l yI n t e r n a l U s e S A P P a r t n e r O n l y
Contents
SCM650
vi
©2006SAPAG.Allrightsreserved.
2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Course Overview
This training course deals with complex Customizing settings that apply across all
the functions in the Sales and Distribution area and that frequently cross over into
the area of system modification.
Target Audience
This course is intended for the following audiences:
� Members of the project team who work with all aspects of Customizing for
Sales and Distribution.
Course Prerequisites
Required Knowledge
� SCM600
� and at least one of the following training courses: SCM605, SCM610 or SCM615
Course Goals
This course will prepare you to:
� Make settings that require knowledge of cross-application Customizing
functions, to map Sales and Distribution (SD) requirements in the SAP system.
Course Objectives
After completing this course, you will be able to:
� understand complex relationships when mapping organizational structures
� adapt copying control
� configure text control
� implement output control
� explain the options for system modification in any release
� modify the interface for transactions and master data in Sales and Distribution
2006/Q2 © 2006 SAP AG. All rights reserved. vii
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Course Overview SCM650
SAP Software Component Information
The information in this course pertains to the following SAP Software Components
and releases:
viii © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1Understanding Organizational
Structures
Unit Overview
This unit provides a compact, deeper understanding of the organizational structure
in Sales and Distribution, to enable the participants to make the correct decisions
when creating the organizational model.
Unit Objectives
After completing this unit, you will be able to:
� describe the main organizational elements in SD and their relationships to one
another
� create organizational elements and use them to build organizational structures
� define shared master data to reduce the effort required for creating and
maintaining master data
� make Customizing settings that affect the use of organizational elements
Unit Contents
Lesson: Understanding Organizational Structures .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Exercise 1: Defining Organizational Structures .. . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Exercise 2: Understanding Organizational Structures... . . . . . . . . . . . . . . . . . . . 17
2006/Q2 © 2006 SAP AG. All rights reserved. 1
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
Lesson: Understanding Organizational Structures
Lesson Overview
An overview of the significance of organizational structures in Sales and Distribution
is provided as a reminder, to avoid unnecessary errors in this first, important step
in the implementation project.
Lesson Objectives
After completing this lesson, you will be able to:
� describe the main organizational elements in SD and their relationships to one
another
� create organizational elements and use them to build organizational structures
� define shared master data to reduce the effort required for creating and
maintaining master data
� make Customizing settings that affect the use of organizational elements
Business Example
An essential step in implementing an SAP system is representing the structure of your
company in the system.
Before creating the SD organizational structures, you have to decide how much master
data will need to be maintained.
As this will have a far-reaching effect on the productive system, you must consider the
different ways of defining shared data.
2 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Sales Organization
Figure 1: Sales Organization
A sales organization is the organizational element in Logistics that represents the
company structure according to its sales and distribution requirements.
A sales organization is the business unit that is legally responsible for product liability
and rights of recourse, and has an address.
You can define your own master data within a sales organization. A sales organization
can therefore have its own customer and material master data as well as its own
conditions and pricing.
A sales organization is the highest summing level (after the client) for sales and
distribution statistics, with its own statistics currency.
You must create at least one sales organization in your SAP system.
A sales organization is assigned to only one company code.
You can use the sales organization as a selection criterion for listing all sales
documents as well as for creating delivery and billing worklists.
You can define how the output is printed for sales and billing documents differently
for each sales organization.
2006/Q2 © 2006 SAP AG. All rights reserved. 3
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
Figure 2: Distribution Channels
A distribution channel reflects the means by which your products or services reach
your customers.
You can assign a distribution channel to one or more sales organizations.
You can assign one or more plants to a distribution channel.
Within the distribution channel, you can define your own customer or material master
data as well as conditions and pricing.
You can create master data for a model distribution channel that can then be used in
other distribution channels. To do this, you also have to assign the model distribution
channel to the other channels.
You can define your own sales document types for a distribution channel.
You can determine sales offices for a distribution channel.
All the items in a sales document belong to one distribution channel. The entire sales
document is therefore created for a distribution channel.
The items in a delivery can belong to different distribution channels.
All the items in a billing document belong to one distribution channel.
You can use the distribution channel as a selection criterion for creating lists.
4 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Figure 3: Division
You assign a division to one or more sales organizations.
You assign a division to one or more distribution channels.
A material always belongs to one specific division. You enter the division in Sales
and Distribution screen 1 in the material master record.
Within the division, you can define your own master data for the customer as well as
conditions and pricing.
You can also create shared customer master data as well as conditions using a model
division which are then valid for several divisions.
You can define sales offices for a division.
You can determine that all the items in a sales document belong to the same division
for each sales document type.
The items in a delivery or billing document can belong to different divisions.
You can use the division as a selection criterion for listing sales documents and
creating a delivery worklist.
You can define different ways of printing the output based on the sales documents
for each division.
2006/Q2 © 2006 SAP AG. All rights reserved. 5
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
Figure 4: Division and Business Area Account Assignment
Figure 5: Sales Area
The sales area is a combination of a particular sales organization, distribution channel
and division.
6 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Within customer master data there are views with data that is specific to the sales area.
The sales documents are assigned to a sales area.
Hint: A simple organizational structure often has more advantages than
a complex structure.
For example, the user can gain a clearer overview of master data maintenance
or order entry.
Figure 6: Optional Organizational Elements in SD
Sales office:
� An organizational unit that is responsible for sales and distribution within a
geographical area.
� A sales office establishes contacts between the company and the regional market.
� You can assign a sales office to one or more sales areas
� A sales office can be subdivided into several sales groups.
Sales group:
� An organizational unit that carries out sales and is responsible for the sales
process internally.
� You can assign a sales group to one or more sales offices.
2006/Q2 © 2006 SAP AG. All rights reserved. 7
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
Salespersons:
� A sales group consists of a certain number of salespersons. A salesperson is
assigned to a sales office and group in the sales employee master record.
You can carry out sales analyses for different levels of the organizational structure
using the Sales Information System.
Figure 7: Shared Master Data Concept
Shared master data minimizes the effort required to create and maintain master data.
You can specify which sales areas can use the shared master data in Customizing.
At �sales organization/distribution channel� level, you can define which distribution
channel should be used for accessing the condition records and which should be used
for accessing customer and material master data.
At �sales organization/division� level, you can define which division should be used
for accessing condition records and which should be used for accessing the customer
master data.
8 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Figure 8: Shared Master Data - Example
In the above example, settings have been made in Customizing so that the sales area
data (1000, 10, 01) for the customer master and the sales area data (1000, 10) for the
material master can also be used as shared master data for the following sales areas:
� 1000 10 01
� 1000 10 02
� 1000 12 01
� 1000 12 02
In this example, the condition records are not shared, enabling you to create different
pricing structures for each organizational unit.
2006/Q2 © 2006 SAP AG. All rights reserved. 9
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
Figure 9: Shared Master Data - Limits
It is not possible to define shared master data for all sales organizations. Improper
use of the sales organization when mapping the organization here, for example, as
a level for mapping the distribution channel, would have serious consequences, as
you would not be able to use the shared master data functions at this level. Under
certain circumstances this would then lead to an increase in the number of SD views
that need maintaining in the master data.
Figure 10: Shared Master Data and SIS
10 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Even if you are using the shared master data function, the specific organizational data
transferred to the Sales Information System (SIS) comes from the sales, delivery
and billing documents.
This allows detailed reporting for all organizational structures while minimizing the
amount of master data that needs to be created and maintained.
Figure 11: Cross-Divisional Sales Documents
If you want the division at item level to be proposed from the material master record
for the item, the �Item Division� field must be selected in Customizing for the sales
document type.
If you select this field, the system proposes the division from the material master
record for the item. If you leave the field blank, the division in the sales document
header applies to all the items.
You may have to take account of the effect of this setting in the SIS update rules by
defining the source field you require for the division.
2006/Q2 © 2006 SAP AG. All rights reserved. 11
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
12 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Exercise 1: Defining OrganizationalStructures
Exercise Objectives
After completing this exercise, you will be able to:
� extend and organizational structure in Sales and Distribution
Business Example
To improve the evaluation of sales and distribution statistics, the management of
your company has decide to add a distribution channel to sales organization 1000 to
make the subdivisions more exact.
It is your job to set up this distribution channel in the SAP system.
Task:
1. Define the new distribution channel for your activity group according to the
following table, using the description �VTWEG Group ##�:
Group number Distribution
channel
Group number Distribution
channel
01 D1 11 E1
02 D2 12 E2
03 D3 13 E3
04 D4 14 E4
05 D5 15 E5
06 D6 16 E6
07 D7 17 E7
08 D8 18 E8
09 D9 19 E9
10 D0 20 E0
2. Assign your new distribution channel to sales organization 1000.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 13
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
3. Set up two new sales areas:
Sales organization: 1000
Distribution channel: See table
Divisions: 00 and 02
4. Maintain the business area account assignment for your sales areas by assigning
rule 1 �Business area account assignment from plant/division� to them.
14 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Solution 1: Defining OrganizationalStructures
Task:
1. Define the new distribution channel for your activity group according to the
following table, using the description �VTWEG Group ##�:
Group number Distribution
channel
Group number Distribution
channel
01 D1 11 E1
02 D2 12 E2
03 D3 13 E3
04 D4 14 E4
05 D5 15 E5
06 D6 16 E6
07 D7 17 E7
08 D8 18 E8
09 D9 19 E9
10 D0 20 E0
a) Menu path: Tools! Customizing! IMG! Execute Project! Display
SAP Reference IMG! Enterprise Structure! Definition! Sales and
Distribution! Define, copy, delete, check distribution channel
Choose Define distribution channel.
Choose New Entries.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 15
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
2. Assign your new distribution channel to sales organization 1000.
a) Menu path: Display SAP Reference IMG! Enterprise Structure!
Assignment! Sales and Distribution! Assign distribution channel to
sales organization
Select sales organization 1000 and choose Assign.
Select your new distribution channel and choose Copy.
Choose Save.
3. Set up two new sales areas:
Sales organization: 1000
Distribution channel: See table
Divisions: 00 and 02
a) Display SAP Reference IMG! Enterprise Structure! Assignment!
Sales and Distribution! Set up sales area
Select sales organization 1000 and choose Assign.
Select your new distribution channel and choose Copy.
Now select your new distribution channel and choose Assign.
Select the divisions 00 and 02 and choose Copy.
Choose Save.
4. Maintain the business area account assignment for your sales areas by assigning
rule 1 �Business area account assignment from plant/division� to them.
a) Menu path: Display SAP Reference IMG! Enterprise Structure
! Assignment! Sales and Distribution! Business Area Account
Assignment! Define Rules By Sales Area
Locate the entry for sales organization 1000 and your distribution channel
D# or E#.
Enter rule 1 in both the sales areas.
Choose Save.
16 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Exercise 2: Understanding OrganizationalStructures
Exercise Objectives
After completing this exercise, you will be able to:
� define shared master data
Business Example
To reduce the workload required for creating and maintaining data, your new sales
area should use the data from sales area 1000,12,00. It is your job to create the
necessary prerequisites in Customizing.
Task:
1. Define distribution channel 12 as the shared (common) distribution channel for
conditions and customer/material master data for your distribution channel.
2. Now try to create a new standard order for the following purchase order in your
new sales area (1000, D# or E#, 00).
FAX
Customer: T-S50A##
PO number: ##-2-2
Req. delivery date: In one week
Material: T-AS1##
Quantity: 10
How does the system respond?
______________________________________________________
3. You still have to assign the permitted sales document types to your sales area.
You should copy existing agreements for sales organization 1000 and
distribution channel 10.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 17
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
In Customizing for sales document types, configure the system so that the
settings for distribution channel 10 are used for assigning the sales document
types to the sales areas for distribution channel D# or E#.
4. Copy the pricing determination procedure for sales area (1000,10,00) to your
sales area (1000, D# or E#, 00).
5. Repeat exercise 2.
Create the new sales order.
Display the condition record for condition PR00 in the condition screen.
For which distribution channel has the condition record been created?
___________________________________________________
18 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
Solution 2: Understanding OrganizationalStructures
Task:
1. Define distribution channel 12 as the shared (common) distribution channel for
conditions and customer/material master data for your distribution channel.
a) Menu path: Display SAP Reference IMG! Sales and Distribution!
Master Data! Define Common Distribution Channels
Locate the entry for sales organization 1000 and your distribution channel
D# or E#.
Enter 12 in the �DCh-Conds� and �DCh-Cust/Mt� fields.
Choose Save.
2. Now try to create a new standard order for the following purchase order in your
new sales area (1000, D# or E#, 00).
FAX
Customer: T-S50A##
PO number: ##-2-2
Req. delivery date: In one week
Material: T-AS1##
Quantity: 10
How does the system respond?
______________________________________________________
a) Create a standard order:
Menu path: Logistics! Sales and Distribution! Sales! Order!
Create
Chose order type �Standard order� and enter the data for your sales area.
b) With the following error message: Order type OR is not defined for sales
area 1000 (D# or E#) 00.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 19
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
3. You still have to assign the permitted sales document types to your sales area.
You should copy existing agreements for sales organization 1000 and
distribution channel 10.
In Customizing for sales document types, configure the system so that the
settings for distribution channel 10 are used for assigning the sales document
types to the sales areas for distribution channel D# or E#.
a) Menu path: Display SAP Reference IMG! Sales and Distribution!
Sales! Sales Documents! Sales Document Header! Assign Sales Area
to Sales Document Types
Choose Combine distribution channels:
Locate the entry for sales organization 1000 and your new distribution
channel D# or E#.
Enter 10 in the �RefDistCh� field.
Choose Save.
4. Copy the pricing determination procedure for sales area (1000,10,00) to your
sales area (1000, D# or E#, 00).
a) Menu path: Display SAP Reference IMG! Sales and Distribution!
Basic Functions! Pricing! Pricing Control! Define and Assign
Pricing Procedures
Choose Define Pricing Procedure Determination.
Place your cursor on sales area (1000,10,00)
Select the entry for document procedure �A� and customer procedure
�1� and choose Copy As.
Overwrite the distribution channel with your new distribution channel.
5. Repeat exercise 2.
Create the new sales order.
Display the condition record for condition PR00 in the condition screen.
For which distribution channel has the condition record been created?
Continued on next page
20 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Understanding Organizational Structures
___________________________________________________
a) Menu path:
Select the item and choose Conditions Item.
Select the line PR00 in the condition screen for the item and choose Master
data condition record.
The condition record is created for distribution channel 12.
2006/Q2 © 2006 SAP AG. All rights reserved. 21
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 1: Understanding Organizational Structures SCM650
Lesson Summary
You should now be able to:
� describe the main organizational elements in SD and their relationships to one
another
� create organizational elements and use them to build organizational structures
� define shared master data to reduce the effort required for creating and
maintaining master data
� make Customizing settings that affect the use of organizational elements
22 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Unit Summary
Unit Summary
You should now be able to:
� describe the main organizational elements in SD and their relationships to one
another
� create organizational elements and use them to build organizational structures
� define shared master data to reduce the effort required for creating and
maintaining master data
� make Customizing settings that affect the use of organizational elements
2006/Q2 © 2006 SAP AG. All rights reserved. 23
I n t e r n a l U s e S A P P a r t n e r O n l yI n t e r n a l U s e S A P P a r t n e r O n l y
UnitSummary
SCM650
24
©2006SAPAG.Allrightsreserved.
2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2Copying Control
Unit Overview
This unit deals with making copying control settings to meet special requirements. To
do this, you will need to create a customer-specific data transfer routine, for example.
Unit Objectives
After completing this unit, you will be able to:
� modify copying control to meet special requirements
Unit Contents
Lesson: Copying Control.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Exercise 3: Sales Document - Header ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Exercise 4: Sales Document - Item .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
2006/Q2 © 2006 SAP AG. All rights reserved. 25
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Lesson: Copying Control
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
� modify copying control to meet special requirements
Business Example
SD business processes are reflected by the flow of documents in the system.
You can use copying control to define the requirements and options when transferring
data from a reference document to its subsequent document.
When creating customer-specific sales document types in particular, you can use the
copying control assigned to that sales document type to determine which functions
should be available.
Figure 12: Document Flow
26 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
A business process is composed of individual process steps that are recorded as
documents. Data is copied from the preceding to the subsequent document in the
process. This process chain is captured in the document flow.
The document flow is updated at full document level. If the �Update Document
Flow� indicator is set in copying control, the document flow is updated for individual
items too.
You can branch from the document flow into the document display screen.
You can also display additional data about the status of a document listed in the
document flow.
� Example:
� Order - delivery status
� Delivery - picking status
� Billing document - billing document status
Figure 13: Creating with Reference (1)
You can create sales documents with reference to documents that were created
previously.
You can enter a different requested delivery date for all the items in the new document.
In addition you can call up a selection screen for the referenced document.
In this way you can transfer individual items and partial quantities from the reference
document into the new document.
2006/Q2 © 2006 SAP AG. All rights reserved. 27
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Figure 14: Creating with Reference (2)
The items and quantities that you select in the selection screen are copied to the new
document.
Before the data is copied, the system can check whether certain requirements have
been met. Examples of these requirements are:
� Do the reference document and copied document have the same sold-to party?
� Was the item being copied rejected ?
� Have the items being copied already been referenced ?
� Has the validity period of the reference document been exceeded ?
�
Hint: You cannot copy incomplete sales documents.
You can control which data should be copied when referencing, such as header data,
partner data or conditions.
The �Create with Reference� function is available on the initial entry screen as well as
during document entry so that you could, for example, combine several quotations for
one customer in one sales order.
28 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Figure 15: Copying Control - Overview
The copying control tables are an important element in Customizing for your SAP
system.
� These tables control many of the functions that are executed when you create
a document that references a preceding document.
There are copying control tables for sales, delivery and billing documents.
� There are control tables for all levels of the sales document.
� Example:
� There are three levels for copying control for sales documents:
� Header
� Item
� Schedule line
2006/Q2 © 2006 SAP AG. All rights reserved. 29
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Figure 16: Copying Requirements
Before data is copied from the reference document to the target document, certain
requirements must be met.
These requirements are contained in ABAP/4 routines and selected in the copying
control tables using their ID number.
You can use transaction VOFM to create customer-specific routines by copying
existing routines and modifying them accordingly.
You can find transaction VOFM in the Implementation Guide under the following
path:
Sales and Distribution! System Modifications! Routines! Define Copying
Requirements
Once the copying requirements are satisfied, the specified data transfer routines are
executed.
30 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Figure 17: Copying Control - Header Level
In copying control at header level, you define which source document types may be
copied into which target document types.
The system will not allow you to create a sales document that references another sales
document if the relevant sales document types are not contained in copying control.
The details screen for a selected �Target document type / Source document type�
pair contains:
� Copying requirements
� Data transfer routines
� The agreement on whether or not item numbers are copied to the target document
� The �Full reference� agreement (that is; the system only copies the whole source
document into the target document, and issues system messages later if someone
tries to change the order quantity or delete an item)
2006/Q2 © 2006 SAP AG. All rights reserved. 31
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Figure 18: Copying Control - Item Level (1)
In copying control, the item level controls are defined for each item category for every
�Target document type / Source document type� pairing.
The details screen for an item category contains:
� Copying requirements
� Data transfer routines
32 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
and includes the following important entries:
� Quantity/value pos/neg:
Controls how the completed quantity in the item in the source document is
affected by the copying action.
� Copy quantity:
Determines the quantity that is copied to the target document
(for example, blank = best possible quantity = open order quantity for sales
document type SP).
� Pricing type:
Specifies how pricing data should be handled when copying.
� Update document flow:
Specifies whether the system updates the document flow when a document is
copied.
Figure 19: Copying Control - Item Level (2)
The item category determination rules also apply when you create sales documents
with reference.
If an item category has been set manually in the source document, you must fill the
�Default Item Category� field so that the corresponding item category is activated
in the target document.
2006/Q2 © 2006 SAP AG. All rights reserved. 33
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Figure 20: Updating the Reference Status
You can control when an item from the reference document is complete:
� An item is complete as soon as it is referenced.
In the above example, the inquiry is completely referenced even if only a partial
quantity has been copied to the quotation.
� An item is only completed once the full quantity has been copied into a
subsequent document.
The quotation item is only partially referenced in the above example. This
means that it is possible to enter several orders from this item until the quantity
is completely used up.
� You can make these settings in Customizing when controlling the item categories.
If an item is rejected, it is given "not referenced/completed" status in the
reference document.
34 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Exercise 3: Sales Document - Header
Exercise Objectives
After completing this exercise, you will be able to:
� set your own requirements at header level when copying �from sales document
to sales document�.
Business Example
In your company, you often create a quotation for a certain customer, but the actual
sales order for this quotation is issued to a sold-to party with a different customer
number.
Check your SAP system and, if necessary, configure it so that you are allowed to
create orders with reference to a quotation for different customers. If the customer is
the same for the quotation and sales order, the system should copy the purchase order
data in the quotation to the sales order.
Task 1:
First, test order creation with reference to a quotation.
1. Create a quotation with quotation type �QT� based on the following customer
inquiry.
The quotation should be valid until the end of the following month.
FAX Inquiry
Customer: T-S50A##
Clerk: Mr. Miller
Inquiry Number: ##-1-1.1
Req. delivery date: In one week
Material: T-AS3##
Quantity: 10
(Motorcycle 1200 cm3)
2. Enter a net price (PN00) of 12,000 euro per piece and enter the name of the
employee who responded to the inquiry in the purchase order data.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 35
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
3. Save the quotation and note the quotation number.
_______________________________________________________
4. The customer's branch places an order with reference to the quotation from
activity 1-1.1.
Try to create an order with your order type ZA## with reference to this quotation.
FAX
Customer: T-S50B##
Inquiry Number: ##-1-1.4
Req. delivery date: In one week
Material: T-AS3##
Quantity: 6
5. How does the system respond?
_______________________________________________________
Task 2:
Configure your order type ZA## in copying control so that you are allowed to create
orders with reference to quotations for different customers, and so that the purchase
order data is also copied from the quotation to the order.
1. In copying controls from sales document type QT to ZA##, assign copying
requirement 002 to your order type ZA##.
2. Assign the data transfer routine 951 (created by the instructor) to your order type.
This means that the system also copies purchase order data.
3. Now test the new configuration for order type ZA## by repeating activity 1-4.
4. Save the order and note the order number.
________________________________________________________
5. Look at the quotation you created earlier. Check the status in the header data
and note the reference status.
________________________________________________________
6. Customer T-S50A## also places an order with reference to the quotation from
activity 1-1.1 (purchase order number ##-1-1).
Continued on next page
36 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
FAX
Customer: T-S50A##
Inquiry Number: ##-1-2.6
Req. delivery date: In one week
Material: T-AS3##
Quantity: 4
7. Create the order and look at the purchase order data.
8. Save the order and note the order number.
________________________________________________________
9. Look at the quotation you created earlier. Check the status in the header data
and note the overall status.
________________________________________________________
2006/Q2 © 2006 SAP AG. All rights reserved. 37
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Solution 3: Sales Document - Header
Task 1:
First, test order creation with reference to a quotation.
1. Create a quotation with quotation type �QT� based on the following customer
inquiry.
The quotation should be valid until the end of the following month.
FAX Inquiry
Customer: T-S50A##
Clerk: Mr. Miller
Inquiry Number: ##-1-1.1
Req. delivery date: In one week
Material: T-AS3##
Quantity: 10
(Motorcycle 1200 cm3)
a) Create order:
Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Create
Choose quotation type �QT� and enter your data.
Continued on next page
38 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
2. Enter a net price (PN00) of 12,000 euro per piece and enter the name of the
employee who responded to the inquiry in the purchase order data.
a) Menu path:
Select the item and choose Conditions Item.
Choose Add line in the lower part of the screen.
After entering the corresponding data, choose �Enter� to activate the
condition.
Return to the main screen.
Choose the Display details for document header pushbutton in the upper
right-hand part of the screen.
Choose the Purchase data tab page.
Enter your data.
3. Save the quotation and note the quotation number.
_______________________________________________________
a)
4. The customer's branch places an order with reference to the quotation from
activity 1-1.1.
Try to create an order with your order type ZA## with reference to this quotation.
FAX
Customer: T-S50B##
Inquiry Number: ##-1-1.4
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 39
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
FAX
Req. delivery date: In one week
Material: T-AS3##
Quantity: 6
a) Create order:
Menu path:
Logistics! Sales and Distribution! Sales! Order! Create
Choose order type ZA## and enter the sales area data.
Enter Customer 2 with the number T-S50B## as the sold-to party in the
order header.
Choose: Sales Document! Create with reference.
Choose the Quotation tab page.
Enter the quotation number or look for your quotation using the purchase
order number ##-1-1.1
5. How does the system respond?
_______________________________________________________
a) The system outputs the error message: Sold-to parties are different.
Continued on next page
40 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Task 2:
Configure your order type ZA## in copying control so that you are allowed to create
orders with reference to quotations for different customers, and so that the purchase
order data is also copied from the quotation to the order.
1. In copying controls from sales document type QT to ZA##, assign copying
requirement 002 to your order type ZA##.
a) Set copying requirement 002:
Menu path:
Tools ! Customizing! IMG! Execute Project ! Display SAP
Reference IMG! Sales and Distribution! Sales! Maintain Copy
Control for Sales Documents
Choose Copying Control: Sales Document to Sales Document.
Choose: Table View! Display -> Change
Select Target: ZA##, Source: QT
Choose Detail (magnifying glass).
Enter routine 2 in the Copying requirements field.
2. Assign the data transfer routine 951 (created by the instructor) to your order type.
This means that the system also copies purchase order data.
a) Set data transport routine 951:
Menu path:
See solution to 2-1
Enter routine 951 in the VBAK field.
Save your entries.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 41
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
3. Now test the new configuration for order type ZA## by repeating activity 1-4.
a) Menu path:
Logistics! Sales and Distribution! Sales! Order! Create
Choose order type ZA## and enter the sales area data.
Enter Customer 2 with the number T-S50B## as the sold-to party in the
order header.
Choose: Sales Document! Create with reference
Choose the Quotation tab page.
Enter the quotation number or look for your quotation using the purchase
order number ##-1-1.1
Choose Item selection.
Reduce the quantity to the required value and choose Copy.
4. Save the order and note the order number.
________________________________________________________
a)
5. Look at the quotation you created earlier. Check the status in the header data
and note the reference status.
________________________________________________________
a) Reference status: partly referenced
Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Display
Choose Display details for document header.
Choose the Status tab page.
6. Customer T-S50A## also places an order with reference to the quotation from
activity 1-1.1 (purchase order number ##-1-1).
FAX
Customer: T-S50A##
Inquiry Number: ##-1-2.6
Continued on next page
42 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
FAX
Req. delivery date: In one week
Material: T-AS3##
Quantity: 4
a)
7. Create the order and look at the purchase order data.
a) The name of the purchaser was taken from the quotation.
8. Save the order and note the order number.
________________________________________________________
a)
9. Look at the quotation you created earlier. Check the status in the header data
and note the overall status.
________________________________________________________
a) Overall status: completed.
Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Display
Choose Display details for document header.
Choose the Status tab page.
2006/Q2 © 2006 SAP AG. All rights reserved. 43
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
44 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Exercise 4: Sales Document - Item
Exercise Objectives
After completing this exercise, you will be able to:
� set your own requirements at item level when copying �from sales document to
sales document�.
Business Example
The marketing department has requested a �sample quotation� sales document type
for special promotions, which the individual sales offices can use as a template when
they create quotations for selected customers. This will make the process of creating
quotations more efficient.
Task 1:
Create a new sales document type �sample quotation group ##�, which can be used as
a template for creating quotations.
1. Create quotation type ZQ## by copying quotation type ZAG.
2. Enter a sample quotation ZQ## for sales area 1000,12,00 for the following
material.
Sample Quotation
Customer: OTC-650
PO number: Sample quotation ##
Valid to: End of the following month
Req. delivery date: Default value
Material: T-AS3##
Quantity: 1
Promotional discount: 30 % (KA00)
3. Save the sample quotation and note the quotation number.
_______________________________________________________
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 45
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Task 2:
Customer 1 belongs to a selected group of customers that should receive a special
quotation based on the sample quotation.
1. Create a quotation with quotation type QT with reference to the sample quotation
created in activity 3-3.
Quotation
Customer: T-S50A##
PO number: Sample quotation ##
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
2. On the conditions screen check whether the promotional discount has been
correctly copied from the sample quotation.
Save the quotation and note the quotation number.
_______________________________________________________
3. Look at the sample quotation that you created previously. Check the status in
the header data and note the overall status and the reference status.
______________________________________________________
Task 3:
1. In a final test, try to create an order with reference to the sample quotation. Is
it possible?
_____________________________________________________________
46 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Solution 4: Sales Document - Item
Task 1:
Create a new sales document type �sample quotation group ##�, which can be used as
a template for creating quotations.
1. Create quotation type ZQ## by copying quotation type ZAG.
a) Menu path:
Tools ! Customizing! IMG! Execute Project ! Display SAP
Reference IMG! Sales and Distribution! Sales! Sales Documents!
Sales Document Header! Define Sales Document Types
Place your cursor on sales document type ZAG.
Select the table entry.
Choose Copy As.
Overwrite ZAG with ZQ## in the Sales Document Type field.
Respond to the system query �Is the entry also relevant for copying
control� with YES.
Save your entries.
2. Enter a sample quotation ZQ## for sales area 1000,12,00 for the following
material.
Sample Quotation
Customer: OTC-650
PO number: Sample quotation ##
Valid to: End of the following month
Req. delivery date: Default value
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 47
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Material: T-AS3##
Quantity: 1
Promotional discount: 30 % (KA00)
a) Create sample quotation:
Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Create
Choose quotation type ZQ## and enter your data.
Promotional discount:
Select the item and choose Conditions Item.
Choose Add line in the lower part of the screen.
Choose condition type KA00 and enter 30 in the Amount field.
Return to the main screen.
3. Save the sample quotation and note the quotation number.
_______________________________________________________
a)
Task 2:
Customer 1 belongs to a selected group of customers that should receive a special
quotation based on the sample quotation.
1. Create a quotation with quotation type QT with reference to the sample quotation
created in activity 3-3.
Quotation
Customer: T-S50A##
PO number: Sample quotation ##
Continued on next page
48 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
a) Create documents with reference:
Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Create
Chose quotation type QT and enter the sales area data.
Enter Customer 1 with the number T-S50A## as the sold-to party in the
order header.
Choose: Sales Document! Create with reference
Choose the Quotation tab page.
Enter the quotation number of the sample quotation, or search for it using
purchase order number �sample quotation ##�.
Choose Copy.
2. On the conditions screen check whether the promotional discount has been
correctly copied from the sample quotation.
Save the quotation and note the quotation number.
_______________________________________________________
a)
3. Look at the sample quotation that you created previously. Check the status in
the header data and note the overall status and the reference status.
______________________________________________________
a)
Overall status: Open
Reference status: Not referenced
Menu path:
Choose Display details for document header.
Choose the Status tab page.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 49
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 2: Copying Control SCM650
Task 3:
1. In a final test, try to create an order with reference to the sample quotation. Is
it possible?
_____________________________________________________________
a) Copying from sales document ZQ## to OR is not supported (because the
copying control does not contain an entry �Target OR - Source ZQ##�).
50 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Copying Control
Lesson Summary
You should now be able to:
� modify copying control to meet special requirements
2006/Q2 © 2006 SAP AG. All rights reserved. 51
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit Summary SCM650
Unit Summary
You should now be able to:
� modify copying control to meet special requirements
52 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3Text Control
Unit Overview
This unit describes the text control options. The participants will also see how
user exits are employed to realize requirements that cannot be met using standard
Customizing for tables.
Unit Objectives
After completing this unit, you will be able to:
� Identify the source of texts in Sales and Distribution
� Describe the criteria which influence how texts are determined
� Define and assign text types in Customizing
� Edit texts manually in the sales document
Unit Contents
Lesson: Text Control.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Exercise 5: Texts in the Sales and Distribution Process .. . . . . . . . . . . . . . . . . . 67
Exercise 6: Configuring Text Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Exercise 7: Referencing and Copying Texts ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
2006/Q2 © 2006 SAP AG. All rights reserved. 53
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Lesson: Text Control
Lesson Overview
This lesson describes the basic principles of text control in Sales and Distribution.
Particular emphasis is placed on text determination in sales documents.
Lesson Objectives
After completing this lesson, you will be able to:
� Identify the source of texts in Sales and Distribution
� Describe the criteria which influence how texts are determined
� Define and assign text types in Customizing
� Edit texts manually in the sales document
Business Example
Texts are stored in the SAP system with a link to different objects.
During order entry, the system uses a configurable logic to access the saved texts and
copy them to the document. You can also edit the texts manually or add new texts.
You may need new text types in order to implement customer-specific requirements.
These new text types also have to be linked to document processing.
54 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Figure 21: Texts
Texts are stored in various objects in documents in the SAP system, such as the
customer master record, the material master record, the customer-material-info record
and in all documents.
The customer master record contains central texts, texts specific to Accounting and to
Sales and Distribution as well as texts for contact persons. You can define different
text types for each of these areas.
Example of sales-specific text types:
Sales note, marketing note, shipping specification, etc.
The material master record contains a purchase order text and a sales text.
Documents contain texts at header and item level.
You can enter texts in several different languages.
2006/Q2 © 2006 SAP AG. All rights reserved. 55
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Figure 22: Texts in Business Processes
Texts can be stored in the master data and copied from master data into sales and
distribution documents.
Texts can also be copied from a reference document to another sales and distribution
document,
for example, from a quotation to an order, or from an order to a delivery document.
Texts can be copied in a specific language.
You can determine the conditions under which texts are to be copied, for example,
whether the text is copied from the customer master record or from a preceding
document.
You can also copy a standard text into a sales document (for example, Christmas
greetings).
56 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Figure 23: Text Control Overview (Sales Documents)
Text control is used to determine texts automatically when you create a text object.
You can define different text determination procedures for each text object (for
example, the sales document header or the central texts for a customer).
The text determination procedures contain all the text types that can be maintained for
a text object.
Each characteristic in a text object must be assigned to one of the defined procedures.
This means that when you create a customer master record, the system uses the text
determination procedure that has been assigned to that customer's account group. Or,
in sales order entry, the text determination procedure is assigned to the sales document
header that was assigned to the sales document type.
You can define an access sequence for every text type in the text determination
procedure for documents. This sequence contains the search strategy used by the
system to find the required text.
You can also define specific controls for each text type, such as including a text type
in the incompleteness log.
2006/Q2 © 2006 SAP AG. All rights reserved. 57
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Figure 24: Text Control (1) - Text Type
A text type is created for a specific text object.
A large number of text types are delivered with the SAP system. In addition to these
text types, you can create customer-specific text types.
Figure 25: Text Control (2) - Access Sequence
58 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
An access sequence consists of individual access steps. You use the access sequence
to determine the search strategy the system uses to try to find a text automatically.
Every access step contains a specified text object as the text source for the access.
You can also specify conditions for each access step to limit the search to:
� Specific partner functions
� Specific languages
� Any other conditions that you can define yourself
If you set up a new access sequence or change existing ones, you need to generate the
access steps in order to activate the new access sequence or the changes.
Figure 26: Text Control (3) - Permitted Text Objects
Every access step contains a specified text object as the text source for the access.
The text objects that can be used in the SD module are specified in the allowed values
shown above.
2006/Q2 © 2006 SAP AG. All rights reserved. 59
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Figure 27: Text Control (4) - Text Determination Procedure
Text types are included in a text determination procedure. The text determination
procedures contain all the text types that can be maintained for a text object.
The attributes of the text determination procedure vary for customer or document
text objects.
You can determine whether the text should be copied or referenced.
For document text determination procedures you can also specify whether:
� A text should be mandatory (incompleteness log)
� The text should be determined automatically
� Whether the text should be displayed in a text window (popup) when it is
transferred to the document.
60 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Figure 28: Text Control (5) - Procedure Assignment
Each attribute of a text object must then be assigned to one of the defined text
determination procedures.
This means that when you create a customer master record, the system uses the text
determination procedure that has been assigned to that customer's account group.
During order entry, the system assigns the procedure that belongs to the sales
document type to the sales document header and the procedure that belongs to the item
category to the document items.
2006/Q2 © 2006 SAP AG. All rights reserved. 61
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Figure 29: Text Control (6) - Analysis
You can use an analysis function for text control in the screens for maintaining sales
documents.
Menu path:
Goto! Header (or item)! Texts
Choose Log
From the analysis function you can go directly to the Implementation Guide to
configure the text control.
62 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Figure 30: Using Texts as Reference
For each text type in a text determination procedure, you can determine whether the
text adopted is copied (duplicated) or referenced from the source document (template).
Using a text as a reference has the following consequences:
� As long as the text in sales document 2 refers to the text in sales document 1,
it cannot be changed.
� If the text in sales document 1 is changed, the text in sales document 2 will
be changed too.
� If the text in sales document 2 is changed, it is copied automatically. Any changes
to the text in sales document 1 will no longer affect the text in sales document 2.
2006/Q2 © 2006 SAP AG. All rights reserved. 63
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Figure 31: Copying Texts
For each text type in a text determination procedure, you can determine whether the
text adopted is copied (duplicated) or referenced from the source document (template).
Copying the text has the following consequences:
� The duplicated text can be changed in the document.
� If the text is changed in sales document 1, it does not affect sales document 2.
Copying texts requires more memory than referencing texts from a source document.
You should therefore only choose to copy a text if copying is a functional necessary.
64 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Figure 32: Text Source �Preceding Document� in the Billing Document
The text source for text objects VBBK (sales and distribution header texts) and VBBP
(sales and distribution item texts) can be selected in the configuration for the billing
type.
If �Text Delivery� is switched off, the corresponding texts are taken from the order.
If �Text Delivery� is switched on, the corresponding texts are taken from the outbound
delivery.
2006/Q2 © 2006 SAP AG. All rights reserved. 65
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Figure 33: Customer-Specific Data Transfer Routine for Texts
Data transfer routines for texts are also created using transaction VOFM.
In this case, the namespace for customer-specific routines (2-digit key) is between
50 and 99.
You can find the descriptions of available data structures in the sample routines 1
and 2, which are delivered as standard.
66 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Exercise 5: Texts in the Sales andDistribution Process
Exercise Objectives
After completing this exercise, you will be able to:
� Identify the source of texts in Sales and Distribution
Business Example
An employee from a sales office has created an order and printed the order
confirmation. Here, he finds an additional text about his material that he did not enter.
He would like to know from the system administrator why the text has appeared in
the document.
Task:
1. Search for the order in question with the purchase order number �##-1-2.6�.
2. Display the document and analyze the source of the material sales text for the
order item.
3. Where was the material sales text taken from (object key)?
___________________________________________________________
4. Display the sales text in the material master for material T AS3##.
2006/Q2 © 2006 SAP AG. All rights reserved. 67
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Solution 5: Texts in the Sales andDistribution Process
Task:
1. Search for the order in question with the purchase order number �##-1-2.6�.
a) Search for the order:
Menu path:
Logistics! Sales and Distribution! Sales! Order! Display
Choose search help �A: Sales Documents by Customer Purchase Order
Number�.
Enter the purchase order number in the field: ##-1-2.6
2. Display the document and analyze the source of the material sales text for the
order item.
a) Display the text determination log in the order:
Menu path:
Select the order to be displayed.
Select order item 10
Choose Display details for item.
Choose the Texts tab page.
Choose Log.
3. Where was the material sales text taken from (object key)?
___________________________________________________________
a) The material sales text was taken from object VBBP, ID 0001 (item texts
from preceding document, material sales text).
Continued on next page
68 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
4. Display the sales text in the material master for material T AS3##.
a) Display the sales and distribution text in the material master:
Menu path:
Logistics! Sales and Distribution! Master Data! Products!
Material! Trading Goods! Display
Choose the sales and distribution text view.
Enter the organization levels:
Sales organization: 1000
Distribution channel: 12
2006/Q2 © 2006 SAP AG. All rights reserved. 69
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
70 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Exercise 6: Configuring Text Control
Exercise Objectives
After completing this exercise, you will be able to:
� Define and assign text types in Customizing for Sales and Distribution
Business Example
The employees in customer service would like to be able to enter a particular quotation
header text in quotations. It is your job to set up a relevant text type in the SAP system.
Task 1:
1. Create a new text determination procedure for the sales document �Header texts
group ##� with ID (50 + ##), for example: for ## = 01! 51), by copying text
determination procedure 01.
2. Copy text type Y001, created in the previous demo by your instructor, into
your new text determination procedure.
3. First, create your own access sequence 90## for text type Y001. The quotation
header text should be copied from the reference document in the correct
language.
4. Now add text type Y001 into your text determination procedure (50 + ##), and
assign your access sequence 90## to the text type.
5. Assign the new text determination procedure for the sales document header to
your document type ZA## (previous assignment: determination procedure 01).
Task 2:
Test how your new assignment works.
1. Create a quotation with quotation type QT for the following customer inquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-2-4.1
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 71
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
2. Create a new quotation header text, for example, �While stocks last. All orders
subject to prior sale�.
3. Create an order with your sales order type ZA## with reference to the quotation
above (purchase order number :##-2-4.3).
4. Check that the quotation header text has been copied into the order.
If necessary, use the analysis function for text determination to clear up any
problems.
5. Complete the above order by entering an additional item text for �labels� with
the following contents:
�Hold for Smith's Motorcycle Center�
6. Save the order and note the document number.
____________________________________________________
72 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Solution 6: Configuring Text Control
Task 1:
1. Create a new text determination procedure for the sales document �Header texts
group ##� with ID (50 + ##), for example: for ## = 01! 51), by copying text
determination procedure 01.
a) Create a new text determination procedure:
Menu path:
Display SAP Reference IMG! Sales and Distribution! Basic Functions
! Text Control! Define and Assign Text Determination Procedures
Select: Sales Document / Header
Choose Change
In the overview tree, choose the Text Determination Procedure node
Select the entry for the text determination procedure with key 01
Choose Copy As
On the next screen, overwrite key 01 with your own determination
procedure keys (50 + ##), and change the description to �Header Text �
Group ##�
Choose Enter
In the following dialog box, choose Copy All
Save your entries.
2. Copy text type Y001, created in the previous demo by your instructor, into
your new text determination procedure.
a) Menu path:
Display SAP Reference IMG! Sales and Distribution! Basic Functions
! Text Control! Define and Assign Text Determination Procedures
Select: Sales Document / Header
Choose Change
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 73
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
3. First, create your own access sequence 90## for text type Y001. The quotation
header text should be copied from the reference document in the correct
language.
a) Create access sequence 90##:
Menu path:
In the overview tree, choose the node Access Sequences.
Choose New Entries.
Add the entry 90##.
Select the entry and choose the node Access Sequences for Text Ids in the
overview tree.
Choose New Entries.
Enter:
SeNo 10
Text Object: VBBK
ID Y001
Language source: all
Requirement: 1 (Reference document header)
Save the access sequence.
Continued on next page
74 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
4. Now add text type Y001 into your text determination procedure (50 + ##), and
assign your access sequence 90## to the text type.
a) Include text type Y001 in your own text determination procedure:
Menu path:
In the overview tree, choose the Text Determination Procedures node.
Select the entry for the text determination procedure with your key (50
+ ##).
In the overview tree, choose the node Text IDs in Text Determination
Procedure.
Choose New Entries.
Enter the text type Y001.
Assign your access sequence 90## to text type Y001.
Save the text determination procedure.
5. Assign the new text determination procedure for the sales document header to
your document type ZA## (previous assignment: determination procedure 01).
a) Assign the new text determination procedure for the sales document header
to your document type ZA##:
Menu path:
Display SAP Reference IMG! Sales and Distribution! Basic Functions
! Text Control! Define and Assign Text Determination Procedures
Select: Sales Document / Header
Choose Change
In the overview tree, choose the Text Procedure Assignment node
Position the cursor on document type ZA## and assign your text
determination procedure (50 + ##) to it.
Save the text procedure assignment.
Task 2:
Test how your new assignment works.
1. Create a quotation with quotation type QT for the following customer inquiry:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 75
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-2-4.1
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
a) Create order:
Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Create
Chose quotation type �QT� and enter the sales area data.
2. Create a new quotation header text, for example, �While stocks last. All orders
subject to prior sale�.
a) Menu path:
Choose Display details for document header.
Choose the Texts tab page.
Page to the end of the list of available header text types.
Select the text type for quotation header texts.
Enter the text and save the document.
Continued on next page
76 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
3. Create an order with your sales order type ZA## with reference to the quotation
above (purchase order number :##-2-4.3).
a) Create an order with reference to the quotation:
Menu path:
Logistics! Sales and Distribution! Sales! Order! Create
Choose the order type ZA## and enter the sales area data.
Choose Create with reference.
Choose the Quotation tab page.
Enter the quotation number or look for your quotation using the purchase
order number ##-2-4.1
Choose Copy.
4. Check that the quotation header text has been copied into the order.
If necessary, use the analysis function for text determination to clear up any
problems.
a) Check that the quotation header text has been copied into the order.
Menu path:
Choose Display details for document header.
Choose the Texts tab page.
5. Complete the above order by entering an additional item text for �labels� with
the following contents:
�Hold for Smith's Motorcycle Center�
a) Create an additional item text:
Menu path:
Select order item 10
Choose Display details for item.
Choose the Texts tab page.
6. Save the order and note the document number.
____________________________________________________
a)
2006/Q2 © 2006 SAP AG. All rights reserved. 77
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
78 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Exercise 7: Referencing and Copying Texts
Exercise Objectives
After completing this exercise, you will be able to:
� Use manual text processing in sales and distribution documents
Business Example
You want the system to find as many texts in the sales document as possible
automatically.
However, sometimes you need to process a text manually in a document.
Task 1:
1. Create a text module with:
Text name: Z text ##
Text ID: SDVD
Language: Course language
For up-to-date information, read the test report in the latest issue of
�Motorcycle Today�.
Task 2:
1. Create a QT quotation for the following customer inquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-3-2
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 79
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
2. At the end of the material sales text enter the text module that you created above.
3. Display confirmation of the quotation on the screen.
4. Save the quotation and note the document number.
____________________________________________________
80 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Solution 7: Referencing and Copying Texts
Task 1:
1. Create a text module with:
Text name: Z text ##
Text ID: SDVD
Language: Course language
For up-to-date information, read the test report in the latest issue of
�Motorcycle Today�.
a) Create text module:
Menu path:
Tools! From Printout! SAPscript! Standard Text
Enter the text name of your group
Choose Create.
Enter the text and save the text module.
Task 2:
1. Create a QT quotation for the following customer inquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-3-2
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 81
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 3: Text Control SCM650
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
a) Create the order:
Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Create
2. At the end of the material sales text enter the text module that you created above.
a) Add the text module:
Menu path:
Select order item 10.
Choose Display details for item.
Choose the Texts tab page.
Select text type �Materials sales text�.
Choose Detail.
Place the cursor at the end of the text on an empty line.
Choose: Insert! Text! Standard
(You can also access this function by selecting the Standard pushbutton.)
Enter your text name Z text ## and set the �Expand immed.� indicator.
Save the text.
3. Display confirmation of the quotation on the screen.
a) Menu path:
Return to the main screen.
Choose Header message view.
4. Save the quotation and note the document number.
____________________________________________________
a)
82 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Text Control
Lesson Summary
You should now be able to:
� Identify the source of texts in Sales and Distribution
� Describe the criteria which influence how texts are determined
� Define and assign text types in Customizing
� Edit texts manually in the sales document
2006/Q2 © 2006 SAP AG. All rights reserved. 83
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit Summary SCM650
Unit Summary
You should now be able to:
� Identify the source of texts in Sales and Distribution
� Describe the criteria which influence how texts are determined
� Define and assign text types in Customizing
� Edit texts manually in the sales document
84 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4Output
Unit Overview
This unit describes the output control options. The unit also goes on to explain how to
process printed output with SAPScript, to give the participants an idea of the effort
required for enhancements.
Unit Objectives
After completing this unit, you will be able to:
� Describe the purpose of output types
� Set up various transmission media for issuing or printing output
� Select the dispatch times at which the output is issued
� Adjust the output determination to meet customer-specific requirements
� Explain how output types are processed in the SAP system
� Assess the degree of difficulty involved in adjusting the existing layout for
output types to meet your requirements
� Name the steps needed for integrating customer-specific output types
Unit Contents
Lesson: Output Determination .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Exercise 8: Configuring Output Determination .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Lesson: Output Processing.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Exercise 9: Layout Modification for Output Types.. . . . . . . . . . . . . . . . . . . . . . . . .109
Exercise 10: Processing your Own Output Types.. . . . . . . . . . . . . . . . . . . . . . . . . 113
2006/Q2 © 2006 SAP AG. All rights reserved. 85
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Lesson: Output Determination
Lesson Overview
This lesson describes the basic principles of output control in Sales and Distribution.
Particular emphasis is placed on the condition technique used.
Lesson Objectives
After completing this lesson, you will be able to:
� Describe the purpose of output types
� Set up various transmission media for issuing or printing output
� Select the dispatch times at which the output is issued
� Adjust the output determination to meet customer-specific requirements
Business Example
Output in the SAP system is for communication purposes (particularly with the
customer).
You can set individual requirements (condition technique) to determine whether an
output should be generated, who the recipient should be, and which transmission
medium should be used.
The information that influences output determination is stored as master data, in
the form of condition records.
86 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
Figure 34: Output Types in SD
Output is a means of communication for exchanging information between partners
and systems.
You can transmit output for different sales documents, such as quotations, orders,
deliveries or invoices.
You can make output determination dependent on different criteria. The condition
technique is used for this.
We differentiate between header output and item output.
Header output issues the whole document while item output is for issuing each
individual item in the document.
2006/Q2 © 2006 SAP AG. All rights reserved. 87
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Figure 35: Transmission Media
The transmission medium determines how output is issued. For example, you can
agree with the customer that an order confirmation is sent by EDI or that notification
is given beforehand by way of the Internet.
Processing the output (in other words, sending the information) is controlled by the
relevant processing program. A program with the relevant layout sets can be assigned
to each output type and transmission medium.
88 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
Figure 36: Communication Strategy
A communication strategy represents a sequence of communication types.
The communication strategy can be used for external transmission. It searches through
the sequence of given communication types until it finds the communication data for
the required address (taken from Central Address Management).
You define the communication strategy used in the additional data for the output
condition record.
2006/Q2 © 2006 SAP AG. All rights reserved. 89
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Figure 37: Timing of Output
You can determine when an output is to be issued.
The following times are available:
� The output to be sent is selected by a standard program (RSNAST00) that is set
to run at regular intervals. You can decide whether an output should be selected
the next time the program runs (transmission time-spot 1) or at a time specified
by the user (transmission time-spot 2).
� There is a special selection program for different sales documents (for example,
deliveries and billing documents). You use it to process output online or in
batches (transmission time-spot 3). You can schedule a batch to ensure regular
processing (as for time 1).
� The output is issued automatically as soon as a document is posted (transmission
time-spot 4).
90 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
Figure 38: Overview of Output Determination
Output is determined (like pricing and text determination) using the condition
technique.
A condition record for an output type contains the requirements for that output type. If
these are met, then the system proposes that particular output type.
You determine the transmission medium, the time and the partner function in the
condition record.
Output is sent to the partner who matches the partner function in the underlying object
(for example, the sales order). It is also possible to create output that is not dependent
on a particular partner (for example, labels).
You can use the analysis function on the output screen in the sales documents to
check the output determination and see why a particular output was proposed, or why
it was not determined.
2006/Q2 © 2006 SAP AG. All rights reserved. 91
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Figure 39: Output Determination - Access Sequences
The access sequence is a search strategy used by the SAP system to search for the
valid output condition records.
Each access step contains the name of a condition table that in turn contains the key
fields for the output condition records.
The rule that governs the sequence in which the system searches states that it should
search �from the specific to the general�.
To create a new access sequence, copy a similar existing access sequence and make
any necessary changes to the copy.
If you define your own access sequences, the keys should start with Y or Z, as these
namespaces have been kept free in the standard system by SAP for this purpose.
92 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
Figure 40: Output Determination - Analysis
You can use the Analysis function for output determination in the sales document
screens (with the create or change functions).
Menu path:
Extras! Output! Header (or item)! Process
Choose Goto! Determination analysis
2006/Q2 © 2006 SAP AG. All rights reserved. 93
I n t e r n a l U s e S A P P a r t n e r O n l yI n t e r n a l U s e S A P P a r t n e r O n l y
Unit4:Output
SCM650
94
©2006SAPAG.Allrightsreserved.
2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
Exercise 8: Configuring OutputDetermination
Exercise Objectives
After completing this exercise, you will be able to:
� Adjust output determination to meet specific requirements
Business Example
Your company normally prints out order confirmations.
It is now often the case that customers wish to be informed by fax.
When you determine the transmission medium for these customers, the system should
automatically choose the fax machine.
Task 1:
1. Find out which output determination procedure is assigned to the sales document
header for your order type ZA##.
__________________________________________________________
Task 2:
Customer T-S50A## wants you to send the order confirmation by fax.
1. Check the settings for output determination to see whether the SAP system
allows you to store this customer request in the master data.
2. Which key combinations can you use to make output determination for the
output type BA00 dependent on the current time?
1.)
2.)
3.)
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 95
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
3. Create an output condition record for customer T-S50A## with output type
BA00 for:
SORG: 1000
Transmission
medium:
Fax
Time: Send by application-specific transaction
Task 3:
1. Create an order with order type ZA## for the following purchase order from
customer T-S50A##.
FAX
Customer: T-S50A##
PO number: ##-1-3
Req. delivery date: In one week
Material: T-AS1##
Quantity: 10
2. Check whether the output determination has had the desired result. If necessary,
use the analysis function for output determination to clarify any problems.
3. What problem has the determination analysis found?
____________________________________________________
4. Terminate order entry!
Task 4:
1. Enter the fax number 123456789 for customer 1 in the customer master record.
2. Repeat exercise 2.
96 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
Solution 8: Configuring OutputDetermination
Task 1:
1. Find out which output determination procedure is assigned to the sales document
header for your order type ZA##.
__________________________________________________________
a) The output determination procedure V1000 is assigned for the order type
ZA#.
Menu path:
Display SAP Reference IMG! Sales and Distribution! Basic Functions
! Output Control! Output Determination! Output Determination
Using the Condition Technique! Maintain Output Determination for
Sales Documents! Assign Output Determination Procedures
Locate entry ZA##.
Task 2:
Customer T-S50A## wants you to send the order confirmation by fax.
1. Check the settings for output determination to see whether the SAP system
allows you to store this customer request in the master data.
a) Menu path:
Display SAP Reference IMG! Sales and Distribution! Basic Functions
! Output Control! Output Determination! Output Determination
Using the Condition Technique! Maintain Output Determination for
Sales Documents! Maintain Output Types
Select output type BA00 and choose Details.
Z001 is entered as the access sequence. Go back to the overview tree for
output control.
Choose: ! Maintain Access Sequences
Select the access sequence Z001 and choose Accesses in the overview tree.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 97
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
2. Which key combinations can you use to make output determination for the
output type BA00 dependent on the current time?
1.) Sales Organization / Distribution Channel / Division / Customer
2.) Sales Organization / Customer
3.) Order Type
a)
3. Create an output condition record for customer T-S50A## with output type
BA00 for:
SORG: 1000
Transmission
medium:
Fax
Time: Send by application-specific transaction
a) Create output condition record for output type BA00:
Menu path:
Logistics! Sales and Distribution! Master Data! Output! Sales
Document! Create
Choose BA00 in the �Output type� field
Choose the key combination Sales Organization / Customer
Enter your data.
Task 3:
1. Create an order with order type ZA## for the following purchase order from
customer T-S50A##.
Continued on next page
98 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
FAX
Customer: T-S50A##
PO number: ##-1-3
Req. delivery date: In one week
Material: T-AS1##
Quantity: 10
a) Create an order belonging to the order type ZA##:
Menu path:
Logistics! Sales and Distribution! Sales! Order! Create
2. Check whether the output determination has had the desired result. If necessary,
use the analysis function for output determination to clarify any problems.
a) Menu path:
Choose Extras! Output! Header! Process
Choose Goto! Determination analysis
3. What problem has the determination analysis found?
____________________________________________________
a) No fax number could be determined for partner T-S50A##.
4. Terminate order entry!
a)
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 99
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Task 4:
1. Enter the fax number 123456789 for customer 1 in the customer master record.
a) Enter the fax number in the customer master record:
Menu path:
Logistics! Sales and Distribution!Master Data! Business Partner!
Customer! Change! Sales and Distribution
Enter your customer and the sales area data.
Select the Address tab page.
Enter data in the �Fax� field.
Save your entries.
2. Repeat exercise 2.
a)
100 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Determination
Lesson Summary
You should now be able to:
� Describe the purpose of output types
� Set up various transmission media for issuing or printing output
� Select the dispatch times at which the output is issued
� Adjust the output determination to meet customer-specific requirements
2006/Q2 © 2006 SAP AG. All rights reserved. 101
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Lesson: Output Processing
Lesson Overview
This lesson describes the basic principles of processing printed output with SAPscript.
Lesson Objectives
After completing this lesson, you will be able to:
� Explain how output types are processed in the SAP system
� Assess the degree of difficulty involved in adjusting the existing layout for
output types to meet your requirements
� Name the steps needed for integrating customer-specific output types
Business Example
Changing output types to meet customer-specific requirements is an important part of
many implementation projects.
These adjustments include providing additional fields, logos and barcodes as well as
displaying additional header and item texts.
You might also need to add new, customer-specific output types.
Figure 41: Procuring and Preparing Data
The structure and data in the documents that are processed online are stored in the
database.
102 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
To transmit output, the system procures the data from the database and prepares it
for the required transmission medium.
Figure 42: Printing Data
The system procures and prepares data in two separate steps when printing documents.
The printing controls are defined in the SAPscript form, independent of the print
output program.
The output is then transmitted to a printer or other output device.
2006/Q2 © 2006 SAP AG. All rights reserved. 103
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Figure 43: Example: Output BA00 (Order Confirmation)
Several communication structures are available for printing documents:
� VBDKA (document header view for inquiry, quotation and order)
� VBDPA (document item view for inquiry, quotation and order)
� VBDKL (document header view for delivery note)
� VBDPL (document item view for delivery note)
� VBDKR (document header view for billing document)
� VBDPR (document item view for billing document)
104 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Figure 44: New Fields for Printing Documents: Case 1
Simple changes that do not need preparation logic or new fields in the communication
structure can be processed directly in the form with SAPscript.
A form modification is �pure� if the following prerequisites are met:
� The field exists in the communication structure
� The field is NOT contained in the form
� The field can be integrated into the form in an existing format
2006/Q2 © 2006 SAP AG. All rights reserved. 105
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Figure 45: New Fields for Printing Documents: Case 2
New fields for printing documents are copied into the following INCLUDES
(structures integrated into the communication structures).
� Header data for order documents in VBDKAZ (contained in VBDKA)
� Item data for order documents in VBDPAZ (contained in VBDPA)
� Header data for delivery documents in VBDKLZ (contained in VBDKL)
� Item data for delivery documents in VBDPLZ (contained in VBDPL)
� Header data for billing documents in VBDKRZ (contained in VBDKR)
� Item data for billing documents in VBDPRZ (contained in VBDPR)
Now the new field can be processed in the form as in Case 1.
Occasionally, the system may need to access the processing program (for example, if
additional data needs to be read).
106 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Figure 46: Integrating a New Output Type
New output types are normally based on existing document types
This means that if you need to create any document data, you can copy most of it
from an existing communication structure.
The real work starts when writing the processing program and its form definition.
This is where you need an ABAP/4 programmer and someone familiar with SAPscript.
Figure 47: Example: Customer's Material Label ZMAT
2006/Q2 © 2006 SAP AG. All rights reserved. 107
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
A processing program has to be written for procuring the transmission data and
controlling the form output. This program should be given a name from the customer�s
name range (for example ZZLO650) and be based on the specified communication
structures VBDKL (document header view for delivery note) and VBDPL (document
item view for delivery note).
The processing program, together with the relevant SAPscript form in which the
required layout was programmed (name, for example ZZ_MAT_LABEL), is assigned
to output type ZMAT in Customizing.
You must add output type ZMAT to the output determination procedure for deliveries
so that the system includes it during output determination.
108 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Exercise 9: Layout Modification for OutputTypes
Exercise Objectives
After completing this exercise, you will be able to:
� Understand how output types are processed in the SAP system
Business Example
During the implementation project, you made some small changes requested by the
Customer Service department to the layout of the forms for quotation and order
confirmation:
The terms of delivery (Incoterms) together with the description should be printed
in the sales documents.
Furthermore, when creating quotations, the quotation header text should only be
printed in the confirmation document. When a sales order is created with reference to
this quotation, this quotation text should not appear in the order confirmation.
It is your job to check whether these changes work.
Task 1:
1. Search for the quotation with the purchase order number ##-2-4.1 and display
the print formatting for the quotation on the screen.
2. Was the quotation header text output?
__________________________________________________
3. Was the description of the Incoterms output?
__________________________________________________
Task 2:
1. Use the document flow to find the order that was created with reference to this
quotation and display the print formatting for the order on the screen.
2. Was the quotation header text output in the order confirmation?
__________________________________________________
2006/Q2 © 2006 SAP AG. All rights reserved. 109
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Solution 9: Layout Modification for OutputTypes
Task 1:
1. Search for the quotation with the purchase order number ##-2-4.1 and display
the print formatting for the quotation on the screen.
a) Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Display
Choose search help �A: Sales Documents by Customer Purchase Order
Number�.
Enter ##-2-4.1 in the purchase order number field.
Choose the right document from the hit list.
Choose: Sales Document! Output
Choose Print preview.
2. Was the quotation header text output?
__________________________________________________
a) Yes, the quotation header text was output.
3. Was the description of the Incoterms output?
__________________________________________________
a) Yes, the description of the Incoterms was output.
Continued on next page
110 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Task 2:
1. Use the document flow to find the order that was created with reference to this
quotation and display the print formatting for the order on the screen.
a) Menu path:
Logistics! Sales and Distribution! Sales! Quotation! Display
Choose Display document flow.
Select the order number.
Choose Display document.
Choose Print preview.
2. Was the quotation header text output in the order confirmation?
__________________________________________________
a) No, the quotation header text was no longer output.
2006/Q2 © 2006 SAP AG. All rights reserved. 111
I n t e r n a l U s e S A P P a r t n e r O n l yI n t e r n a l U s e S A P P a r t n e r O n l y
Unit4:Output
SCM650
112
©2006SAPAG.Allrightsreserved.
2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Exercise 10: Processing your Own OutputTypes
Exercise Objectives
After completing this exercise, you will be able to:
� Name the steps needed for integrating customer-specific output types
Business Example
To optimize sales and distribution processing in your company, you have created a
special material label (output type ZMAT) in the SAP system. The use of this new
item text type �Additional label text�, output with the material label, should make it
easier for the customer (retailer) to identify the delivered goods and assign them to the
correct end customers.
Task 1:
Your colleagues in the programming department have informed you that programming
has been completed for the output type ZMAT and is ready for testing.
1. Check whether output type ZMAT has been correctly configured in Customizing.
2. Which procedure contains ZMAT (ZMAT should be an item output for
deliveries)?
3. Which access sequence is assigned to the output type?
4. Which processing program and form has been assigned?
Task 2:
Change the settings so that you can also use output type ZMAT for your shipping
point Z0# without any problems.
1. Maintain the print parameters for your shipping point Z0##.
Shipping point: Z0##
Output device: LP01
Suffix1: ZMAT
Suffix2: MAT-LABEL
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 113
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
2. Create output condition records for your customers T-S50A## and TS50B##
for output type ZMAT:
SORG: 1000
Transmission medium: Printer
Time: Explicit request
Task 3:
1. Search for the order with purchase order number ##-2-4.3 and create an
outbound delivery for it.
2. In the output screen for the item, check that the system finds and sets output type
ZMAT. Use the determination analysis to clarify any problems.
3. If output determination is correct, save the delivery.
4. Print the label.
5. Look at the output generated in the spool.
114 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Solution 10: Processing your Own OutputTypes
Task 1:
Your colleagues in the programming department have informed you that programming
has been completed for the output type ZMAT and is ready for testing.
1. Check whether output type ZMAT has been correctly configured in Customizing.
a) Menu path (general):
Display SAP Reference IMG! Logistics Execution! Shipping! Basic
Shipping Functions! Output Control! Output Determination!
Maintain Output Determination for Outbound Deliveries
2. Which procedure contains ZMAT (ZMAT should be an item output for
deliveries)?
a) Output type ZMAT was included in procedure V20001.
Menu path (continued):
! Maintain Output Determination
Select the entry V20001 and choose the Control node in the overview tree.
3. Which access sequence is assigned to the output type?
a) Access sequence 0003 is assigned to the output type ZMAT.
Menu path (continued):
! Maintain Output Types
Select the entry ZMAT.
Choose Detail.
4. Which processing program and form has been assigned?
a) For medium 1: Program ZZLO650, form ZZ_MAT_LABEL
Menu path (continued):
! Maintain Output Types
Select the entry ZMAT and choose Processing Routines in the overview
tree.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 115
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
Task 2:
Change the settings so that you can also use output type ZMAT for your shipping
point Z0# without any problems.
1. Maintain the print parameters for your shipping point Z0##.
Shipping point: Z0##
Output device: LP01
Suffix1: ZMAT
Suffix2: MAT-LABEL
a) Menu path:
Display SAP Reference IMG! Logistics Execution! Shipping! Basic
Shipping Functions! Output Control! Output Determination! Define
Print Parameters Shipping
Choose Shipping.
Choose ZMAT.
Choose New Entries.
Enter and save your data.
2. Create output condition records for your customers T-S50A## and TS50B##
for output type ZMAT:
SORG: 1000
Transmission medium: Printer
Time: Explicit request
a) Menu path:
Logistics! Sales and Distribution! Master Data! Output! Shipping
! Create
Choose ZMAT in the �Output type� field
Choose the key combination Sales Organization / Customer
Enter your data.
Continued on next page
116 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Task 3:
1. Search for the order with purchase order number ##-2-4.3 and create an
outbound delivery for it.
a) Menu path:
Logistics! Sales and Distribution! Sales! Order! Display
Choose search help �A: Sales Documents by Customer Purchase Order
Number�.
Enter ##-2-4.3 in the purchase order number field.
Choose the right document from the hit list.
Logistics! Sales and Distribution! Shipping and Transportation!
Outbound Delivery! Create! Single Document! With Reference
to Sales Order
Change the selection date to the end of next week.
2. In the output screen for the item, check that the system finds and sets output type
ZMAT. Use the determination analysis to clarify any problems.
a) Menu path:
Select delivery item 10.
Choose: Extras! Delivery Output! Item
Choose Goto! Determination analysis
3. If output determination is correct, save the delivery.
a)
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 117
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 4: Output SCM650
4. Print the label.
a) Menu path:
Logistics! Sales and Distribution! Shipping and Transportation!
Communication/Printing! Outbound Delivery Output
In the selection screen, enter:
Output type: ZMAT
Shipping point: Z0##
Delivery: Delivery from last activity
Choose Execute.
Select the list of delivery items.
Choose Process.
5. Look at the output generated in the spool.
a) Menu path:
System! Services! Output Control
Choose Execute.
Select the relevant spool request.
Choose Display content.
118 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Output Processing
Lesson Summary
You should now be able to:
� Explain how output types are processed in the SAP system
� Assess the degree of difficulty involved in adjusting the existing layout for
output types to meet your requirements
� Name the steps needed for integrating customer-specific output types
2006/Q2 © 2006 SAP AG. All rights reserved. 119
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit Summary SCM650
Unit Summary
You should now be able to:
� Describe the purpose of output types
� Set up various transmission media for issuing or printing output
� Select the dispatch times at which the output is issued
� Adjust the output determination to meet customer-specific requirements
� Explain how output types are processed in the SAP system
� Assess the degree of difficulty involved in adjusting the existing layout for
output types to meet your requirements
� Name the steps needed for integrating customer-specific output types
120 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5System Modifications
Unit Overview
The members of the project team need to know the available options for modifying
the system, since requirements arise in nearly every implementation project that
necessitate the extension of SAP transactions beyond the range of possible settings in
table Customizing.
Unit Objectives
After completing this unit, you will be able to:
� Describe the options for making release-independent modifications to the system
in Customizing for Sales and Distribution
� Explain the idea behind the SAP enhancement concept
� Use the standard listing functions in the sales processing system
� Use display variants to adjust the listing functions for certain user groups to
their requirements
� Optimize the scope of the display for these lists with user-specific display
variants
� define account groups for maintaining customer master records
� adapt screens that use the display element �table control� to meet your specific
requirements
� create and use transaction variants
Unit Contents
Lesson: Basics of System Modification .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Exercise 11: Elements of System Modification .. . . . . . . . . . . . . . . . . . . . . . . . . . . .137
Exercise 12: Extensions SAP Transactions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
Lesson: Adapting Lists .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149
Exercise 13: Lists and the ABAP List Viewer .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155
Lesson: Adapting the User Interface .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161
2006/Q2 © 2006 SAP AG. All rights reserved. 121
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Exercise 14: Account Groups / Field Selection Customer Master
Record .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171
Exercise 15: Table Control and Transaction Variants... . . . . . . . . . . . . . . . . . . .179
122 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Lesson: Basics of System Modification
Lesson Overview
This lesson describes the basics of system modification in Sales and Distribution and
provides an introduction to the various techniques that have developed over the years.
In an example, several different enhancements are combined to solve a problem.
Lesson Objectives
After completing this lesson, you will be able to:
� Describe the options for making release-independent modifications to the system
in Customizing for Sales and Distribution
� Explain the idea behind the SAP enhancement concept
Business Example
During many implementation projects you will be faced with requests to change the
SAP transactions beyond the capabilities of the Customizing settings to match the
processes used by the customers.
To do this, you can use the SAP system interfaces so that these enhancements apply
for all releases (no future maintenance necessary).
Figure 48: Basics of System Modification
When modifying the system, your main aim should be to use the SAP interfaces for
customer enhancements.
2006/Q2 © 2006 SAP AG. All rights reserved. 123
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
This reduces, or ideally even eliminates any effort required to transfer these
modifications every time the release is updated.
If you carry out customer modifications without using these interfaces, you will
probably have to maintain them each time the release is updated.
Figure 49: Elements of System Modification
The elements for system modifications in Sales and Distribution are grouped together
in the IMG under the menu path
Sales and Distribution / System Modifications.
The enhancement concept also includes transaction CMOD (Project Management of
SAP Enhancements), which enables the customer to supplement the application logic,
screens and menus with their own elements.
124 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Figure 50: Adding New Fields With Condition Technique
We recommend that you use the condition technique for system modifications because
many of the functions in the SD application component also use the condition
technique.
This technique is used by pricing, output control, account determination, listing,
exclusion and substitution to determine prices or output, for example.
For each component, all the fields permitted for access to condition records are
combined in their own communication structures.
Communication structures thus contain all the data fields that can be used when
accessing a condition table.
You can only evaluate fields that are contained in the relevant communication structure
in the access sequences within the different applications of the condition technique.
INCLUDES in which new data fields can be added were linked to all the relevant
communication structures. The system does not overwrite them when you upgrade
your release.
A detailed checklist in the Implementation Guide explains the procedure.
Search for Create New Fields (Using Condition Technique).
2006/Q2 © 2006 SAP AG. All rights reserved. 125
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 51: Adding New Fields Without Condition Technique
Adding new fields for printing documents was discussed in the unit "Processing
Output".
Customer master fields are copied to the sales document in two steps:
1. A field from the customer master table (KNA1 or KNVV) is first copied by
INCLUDE (KUAGVZ, KUWEVZ, KURGVZ and KUREVZ) to the sold-to
party, ship-to party or payer view (KUAGV, KUWEV, KURGV or KUREV). The
field is transported from the master data to the view with a user exit (V05E....).
2. The field is copied from the respective customer view (KUAGV, KUWEV,
KURGV or KUREV) to the order table (VBAK, VBKD or VBAP).
The field is populated in the program MV45AFZZ by a user exit
(USEREXIT_MOVE_FIELD_TO_VBAK(_VBAP,_VBKD)).
Material master fields are copied to the sales document in two steps:
1. A field from the material master table (MARA, MARC or MVKE) is first copied
to the material view (MAAPV or MAEPV) using an append structure.
2. The field is copied to the order item table (VBAP) from the material
view. The field is populated in the program MV45AFZZ by the user exit
(USEREXIT_MOVE_FIELD_TO_VBAP).
126 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Figure 52: Reserve Fields in Customer and Material Masters
Reserve fields can be used for all functions and are stored in the customer master
record. You can fill them and use them for specific installations.
� The fields are maintained in customer master maintenance for Sales and
Distribution under �Extras! Additional Data�. Different fields are used for the
general customer master and for sales data.
Five 3-digit fields are also included in the material master record (MVKE).
You can enter fields for material master maintenance in the Sales and Distribution
view: Sales Organization Data 2.
There are check tables for each field where you can determine the permitted values
for that field.
If you change the short text for a data element (text extension), a specific field will
contain the correct meaning in the screens and lists.
2006/Q2 © 2006 SAP AG. All rights reserved. 127
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 53: Routines
Routines are short subprograms that perform different functions during document
processing. In SD, you can use transaction VOFM to create and process routines for
copying requirements, data transfers, requirements and formulae.
Copying requirements determine whether or not certain data can be copied when you
copy documents. For example, a copying requirement can stipulate that if you copy an
inquiry to a quotation, the document header must contain the same customer.
Data transfer routines provide fine-tuned control for the copied fields. For example, a
data transfer routine can specify that certain item fields can only be copied together
with other fields and only to contracts, credit and debit memos.
Routines for requirements and formulae are used for functions that use the condition
technique.
A requirement can make the execution of an access dependent on certain prerequisites.
For example, it checks the document currency in pricing to see whether the local
currency or a foreign currency is being used. Depending upon the result, the access is
either executed or not.
Formulae are used in pricing to define different pricing factors.
128 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Figure 54: User Exits
User exits are defined entry points in SAP transactions where customers can
implement their own additional programming logic for a specific installation.
They are used to populate newly incorporated fields, for example.
Using them also requires a certain amount of discipline because, in contrast to the
functional enhancements described below, there is no precise, program-controlled
selection of the interface here.
2006/Q2 © 2006 SAP AG. All rights reserved. 129
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 55: Extensions to SAP Transactions
The enhancement concept makes frequently needed adjustments to customer
modifications when a release is upgraded virtually redundant. In contrast to customer
modifications, this is achieved by providing interfaces that have been determined
by SAP for the customer enhancements.
The customer can enter coding in a layer that has been demarcated by SAP and, within
certain limits, adapt the transactions to suit specific processes.
Text enhancements enable you to provide extra documentation for data elements used
in all transactions and change keyword texts.
Function module exits allow the customer to implement additional programming logic
in a transaction. The SAP application developer determines where a function module
exit can be called in a transaction and which data can be transferred.
Screen enhancements: Areas in the screens defined by the application developer can
be configured by the customer. The customer can display additional information
here or enter data.
Menu enhancements: The customer can activate and name guiding menu points. The
function code that you define for selecting a menu point can be used in the definition
of a corresponding function module exit.
130 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Figure 56: Example: Function Module Exit SDVFX004
Function module exits allow the customer to implement additional programming
logic in a transaction.
The SAP application developer determines where a function module exit can be called
in a transaction and which data can be transferred. The developer also creates the
relevant function modules with short text, interface and documentation.
The functions included in a function module exit are described in the relevant SAP
documentation.
Figure 57: Business Transaction Events (BTE)
Business Transaction Events (BTEs) give you the option of integrating additional
components such as function modules into the SAP standard system.
There are two types of interface available:
2006/Q2 © 2006 SAP AG. All rights reserved. 131
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Publish & Subscribe interfaces
These should inform you that specific events have taken place in the SAP standard
application and make the data created as a result available to the external software.
The external software does not return any data to the SAP standard system.
Process Interfaces
These are used to submit business processes to another control that cannot be
implemented in the standard system. This means that process interfaces replace
standard processes.
You can connect external developments to the standard SAP system. The additional
developments are generally carried out using the ABAP workbench.
Figure 58: BTE: Possible Scenarios (1)
The above example refers to Publish & Subscribe interfaces. The data flow only goes
in one direction - from the SAP application to the additional components.
The SAP application developer makes interfaces available at specific events in a
transaction, in which a partner or customer can define additional logic.
In the simplest case, such an interface would only be used by one partner or by the
customer.
132 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Figure 59: BTE: Possible Scenarios (2)
This scenario also only refers to Publish & Subscribe interfaces.
Unlike customer exits, Business Transaction Events give you the option of using an
interface more than once for additional logic.
If this is the case, the user must decide which enhancement he wants to execute at
a given time.
Both enhancements exist alongside each other without hindering each other; only one
enhancement can be processed during runtime.
Figure 60: Publish & Subscribe vs. Process Interfaces
2006/Q2 © 2006 SAP AG. All rights reserved. 133
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Publish & Subscribe interfaces:
� When the event is triggered, one or more additional operations can be started.
They do not affect the standard program.
� If there are more than two operations, they do not affect each other.
� Add-on components only import data.
� Example: Additional checks (authorizations, available duplicates, etc.)
Process interfaces:
� Unlike Publish & Subscribe interfaces, process interfaces are designed so
that data can be exchanged in both directions. This has consequences for the
additional components that can be connected to an interface.
� When the event is triggered, a process in the standard program can only be
replaced by another process.
� If you use an add-on from a partner company that uses a process interface, for
example, this extension is executed at runtime. If you also want to use the same
interface, the partner extension is rejected and your own extension executed at
runtime.
Figure 61: Business Transaction Events: SAP and Customer
Business Transaction Events allow the customer to implement additional logic in an
application function in a similar way to function module exits. The SAP application
developer decides where such events should be defined in an application function and
134 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
what data should be transferred. He creates a sample function module with short texts,
interfaces and documentation and describes the possible functions for this event in the
relevant SAP documentation.
First, he assigns an 8-digit event number, which qualifies the BTE. This number
should be in accordance with specific conventions. The 5th and 6th digits, for
example, should be identical with events in the same program.
The SAP developer includes the event with the extended table maintenance in table
TBE01. He specifies a sample function module sample_interface_<n>, which must
later be created and which defines the interface for the customer.
The event is assigned to an application component in table TBE02. It is possible to
assign an event to several components. An FI assignment means, for example, that
the interface is assigned to all the nodes below it (FI-*).
Figure 62: Differences Between Customer Exits and BTEs
Unlike customer exits, the use of Business Transaction Events is client-specific. This
means that the same event can be used for different purposes in several clients.
BTEs can be used more than once.
With Publish & Subscribe interfaces the user can then choose which customer
enhancement he wants to execute.
For process interfaces the component that is furthest to the right is executed in the
sequence SAP Application - AddOn - Customer.
The most recent enhancement technology is the Business Add-In (BAdI). They
came about with the development of the ABAP programming language towards
object-oriented programming (ABAP objects). Where possible, SAP application
developers should create new enhancement scenarios using this technology.
2006/Q2 © 2006 SAP AG. All rights reserved. 135
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 63: Outlook: Business Add-Ins
136 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Exercise 11: Elements of SystemModification
Exercise Objectives
After completing this exercise, you will be able to:
� understand the options for creating system modifications in Sales and
Distribution that remain independent of the release.
Business Example
Billing type F2 has been configured for your company so that the delivery number is
used as a split criterion when you create billing documents.
However, you would also like to combine several deliveries in one billing document
for certain customers, if other requirements permit. It is your job to configure the SAP
system to meet this requirement in such a way that it remains unaffected by any release
upgrade (release-independent changes). Some of your colleagues have already done
the preparatory work, which you can now use to find a solution for these requests.
Task 1:
You have decided to use the reserve field �Customer group 1� in the customer master
� sales area data as a switch for this purpose. You want to analyze this switch as a
requirement in copying control for individual billing types.
A billing type (ZF##) has already been created for you.
1. In copying control for �Delivery document to billing document� with target
ZF## and source LF, replace copying requirement 004 with requirement 904
(created by the instructor) for all item categories.
Hint: First, select all the entries and choose Edit! Change Field
Contents
2. In the Additional Data- Sales view for customer T-S50B##, choose the value
001 (SPECIAL) in the �Billing document variant� field (before the key word
change made by your instructor: customer group 1)
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 137
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Task 2:
1. Create an order with order type OR for the following purchase order for
customer T-S50B##.
FAX
Customer: T-S50B##
PO number: ##-1-2
Req. delivery date: Immediately
Material: T-AS1##
Quantity: 10
Material: T-AS2##
Quantity: 10
2. Find out whether the value 001 has been copied from the customer master to
the �Billing document variant� (= customer group 1) field in the additional data
for the order header.
3. Save the order and note the order number.
_____________________________________________________
Task 3:
1. Create a delivery and a transfer order for picking and post the goods issue for
this order. Use shipping point Z0## and warehouse number 010 when you create
the transport order. Note down the document number.
________________________________________________________
Task 4:
1. Try to create an invoice for this delivery.
2. What system message do you receive?
______________________________________________________
Continued on next page
138 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
3. What does the log say?
______________________________________________________
4. Which billing type is automatically proposed?
______________________________________________________
Task 5:
1. Try once more to create an invoice for this delivery. Choose the new billing
type ZF## in the default data.
2. Save the invoice and note the document number.
______________________________________________________
3. Why can you now create an invoice?
______________________________________________________
2006/Q2 © 2006 SAP AG. All rights reserved. 139
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Solution 11: Elements of SystemModification
Task 1:
You have decided to use the reserve field �Customer group 1� in the customer master
� sales area data as a switch for this purpose. You want to analyze this switch as a
requirement in copying control for individual billing types.
A billing type (ZF##) has already been created for you.
1. In copying control for �Delivery document to billing document� with target
ZF## and source LF, replace copying requirement 004 with requirement 904
(created by the instructor) for all item categories.
Hint: First, select all the entries and choose Edit! Change Field
Contents
a) Change Copying control �Delivery document to billing document�:
Menu path:
Display SAP Reference IMG! Sales and Distribution! Billing! Billing
Documents! Maintain Copying Control for Billing Documents
Choose Copying control: Delivery document to billing document
Choose: Table View! Display -> Change
Select Target: ZF##, Source: LF
Select the table entry and choose the Item node in the overview tree.
Choose Select All.
Choose: Edit! Change Field Contents
Choose Copying Requirement.
Enter routine 904 in the �Copying Requirements� field.
Choose Replace.
Save your entries.
Continued on next page
140 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
2. In the Additional Data- Sales view for customer T-S50B##, choose the value
001 (SPECIAL) in the �Billing document variant� field (before the key word
change made by your instructor: customer group 1)
a) Enter the billing variant in the customer master:
Menu path:
Logistics! Sales and Distribution!Master Data! Business Partner!
Customer! Change! Sales and Distribution
Enter your customer and the sales area data.
Choose Sales area data.
Choose: Extras! Additional Data
Maintain the data and save your entries.
Task 2:
1. Create an order with order type OR for the following purchase order for
customer T-S50B##.
FAX
Customer: T-S50B##
PO number: ##-1-2
Req. delivery date: Immediately
Material: T-AS1##
Quantity: 10
Material: T-AS2##
Quantity: 10
a) Create order:
Menu path:
Logistics! Sales and Distribution! Sales! Order! Create
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 141
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
2. Find out whether the value 001 has been copied from the customer master to
the �Billing document variant� (= customer group 1) field in the additional data
for the order header.
a) Yes! Value 001 (SPECIAL) was copied.
Menu path:
Choose Display details for document header.
Choose the Additional data A tab page.
3. Save the order and note the order number.
_____________________________________________________
a)
Task 3:
1. Create a delivery and a transfer order for picking and post the goods issue for
this order. Use shipping point Z0## and warehouse number 010 when you create
the transport order. Note down the document number.
________________________________________________________
a) Create the outbound delivery, pick and post the goods issue.
Menu path:
Logistics! Sales and Distribution! Shipping and Transportation!
Outbound Delivery! Create! Single Document! With Reference
to Sales Order
For picking, choose:
Subsequent Functions! Create Transfer Order
Enter your warehouse number 010. Choose function 2 in the field �Transfer
picking quantity� (transfer picking quantity as delivery quantity to the
delivery and post goods issue).
Save the transfer request.
Continued on next page
142 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Task 4:
1. Try to create an invoice for this delivery.
a) Create a billing document:
Menu path:
Logistics! Sales and Distribution! Billing! Billing Document!
Create
Enter the delivery number and choose Execute.
2. What system message do you receive?
______________________________________________________
a) No billing documents have been created. See log.
3. What does the log say?
______________________________________________________
a) Contents of log: Requirement LO650 has not been met.
Menu path:
Edit! Log
4. Which billing type is automatically proposed?
______________________________________________________
a) The billing type �Invoice (F2)� is automatically proposed.
Menu path:
Display SAP Reference IMG! Sales and Distribution! Sales! Sales
Documents! Sales Document Header! Define Sales Document Types
Display the details for sales document type OR.
Delv-rel. billing type: F2
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 143
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Task 5:
1. Try once more to create an invoice for this delivery. Choose the new billing
type ZF## in the default data.
a) Create the billing document with the new billing type (default data):
Menu path:
Logistics! Sales and Distribution! Billing! Billing Document!
Create
Choose billing type ZF## in the default data (trade fair billing document
##).
Enter your delivery number and choose Execute.
2. Save the invoice and note the document number.
______________________________________________________
a)
3. Why can you now create an invoice?
______________________________________________________
a) The invoice can be created with the new billing type, because the billing
variant field (= customer group 1) in the additional data for the order
belonging to the delivery item contains the value 001 (SPECIAL).
144 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Exercise 12: Extensions SAP Transactions
Exercise Objectives
After completing this exercise, you will be able to:
� understand the basic principles behind the SAP enhancement concept.
Business Example
As an element in the SAP enhancement concept, function module exits allow the
customer to implement additional programming logic in a transaction.
The Customer Accounting department in your company requires the material number
to be transferred as additional information to the G/L account line in the accounting
interface.
Task 1:
An enhancement project DEMO650 has been created in order to meet the Accounting
department�s request.
1. Display the enhancement components for the enhancement project DEMO650.
Task 2:
Test the functions in this enhancement.
1. Display the accounting document for your invoice from exercise 11-5.2. The
text field in the G/L account line should now contain the material number.
Task 3:
1. Try to find out whether there is a user exit in the system for determining the
storage location. Search for the term �storage location�.
2006/Q2 © 2006 SAP AG. All rights reserved. 145
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Solution 12: Extensions SAP Transactions
Task 1:
An enhancement project DEMO650 has been created in order to meet the Accounting
department�s request.
1. Display the enhancement components for the enhancement project DEMO650.
a) Menu path:
Tools! ABAB Workbench! Utilities! Enhancements! Project
Management! Enter the project name DEMO650
Select the subobject Components.
Choose Display.
Task 2:
Test the functions in this enhancement.
1. Display the accounting document for your invoice from exercise 11-5.2. The
text field in the G/L account line should now contain the material number.
a) Display accounting document:
Menu path:
Logistics! Sales and Distribution! Billing! Billing Document!
Display
Choose Accounting Overview.
Display the accounting document.
Choose a revenue account item.
The text field should now contain the material number.
Continued on next page
146 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Basics of System Modification
Task 3:
1. Try to find out whether there is a user exit in the system for determining the
storage location. Search for the term �storage location�.
a) Menu path:
Tools! ABAB Workbench! Utilities! Enhancements! Definition
Choose the search help in the Enhancement field.
Choose Infosystem.
Do not complete any fields in the selection screen, remove the limit for the
number of hits and choose Execute.
A list of all the SAP enhancements appears.
Choose Find (binoculars).
Search for the word storage location.
Among others, you should find enhancement V02V0002.
2006/Q2 © 2006 SAP AG. All rights reserved. 147
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Lesson Summary
You should now be able to:
� Describe the options for making release-independent modifications to the system
in Customizing for Sales and Distribution
� Explain the idea behind the SAP enhancement concept
148 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting Lists
Lesson: Adapting Lists
Lesson Overview
Lists play a central role in managing the daily work of the end user in many areas of
the SAP system. It is therefore particularly important that the system provides a
broad range of personalization options.
Here too, you will see real-world examples of how these extensive options can be
extended further by employing user exits.
Lesson Objectives
After completing this lesson, you will be able to:
� Use the standard listing functions in the sales processing system
� Use display variants to adjust the listing functions for certain user groups to
their requirements
� Optimize the scope of the display for these lists with user-specific display
variants
Business Example
There are list functions to search for and check sales documents in the system. These
help you solve different types of business queries.
You can adapt these lists to meet the specific requirements of individual user groups.
User-specific display variants also enable you to personalize lists to meet the demands
of each user.
2006/Q2 © 2006 SAP AG. All rights reserved. 149
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 64: Lists Are Used Everywhere
The information provided by Sales and Distribution can be divided into four areas:
� Links to sales documents and master records for:
� Finding business transactions
� Displaying all transactions that are relevant to a master record
� Displaying transactions that have reached a certain stage, for example:
� All orders due for shipping
� All currently valid quotations
� Displaying the document flow, to answer such questions as
� Which orders have been copied from quotations?
� In which delivery and which billing document were certain order items
entered?
� Analyses, for example
� Orders blocked for delivery
� Documents according to status
150 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting Lists
Figure 65: Linking Sales Documents and Master Data
There is a list function for every sales and distribution document.
You can use this function to display sales documents for a particular customer or
material, for example.
In the process, you can choose whether you want to see all the sales documents or
the only open ones.
Open sales documents are, for example, inquiries and quotations that have not yet
been fully referenced,
or orders that still have to be delivered or billed.
You can use �Additional selection criteria� to restrict the data selection further, for
example, according to distribution channel or document type.
The structure of the list can be changed in the system settings.
2006/Q2 © 2006 SAP AG. All rights reserved. 151
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 66: Example: Order Lists
You can use the search, sort and sum functions to process the data that you have
selected. You can use the search function to further restrict the available list.
You can display the status information for each document (for example, complete
status, delivery status, billing status or completion).
The display variants enable you to change the list display.
In some lists you can also save display variants that you defined.
From the list, you can call up the document you want to process.
You can print your lists or send them as a document in SAPoffice.
152 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting Lists
Figure 67: ABAP List Viewer - Creating a Display Variant
The amount of scope you have for working with display variants depends on the list:
� All lists allow you to
� choose one of the variants delivered with the SAP standard system
� change the list display
� You cannot save any changes that you make to the current display variant in lists
that only contain the SAP standard display variants. When choosing display
variants, the system offers only the standard display variants delivered by SAP.
� In some lists you can save your own display variants.
� User-specific display variants must begin with a letter (A-Z).
� Display variants for all users (customer-specific standard display variants)
must begin with �/�.
You can find the documentation for the ABAP List Viewer in the SAP Library under
CA - Cross-Application Components.
In this environment too, there are customer requirements that can only be met by
expanding the underlying field catalog. This is demonstrated by the following
example:
2006/Q2 © 2006 SAP AG. All rights reserved. 153
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 68: New Field for List of Sales Orders
154 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting Lists
Exercise 13: Lists and the ABAP List Viewer
Exercise Objectives
After completing this exercise, you will be able to:
� use the standard list functions in Sales and Distribution
� use layouts to restrict the scope of the list display
Business Example
Document lists and evaluations are a useful aid to customer service employees for
organizing their daily work and answering a wide variety of questions. The ABAP
List Viewer can be used to adjust many of the information functions to meet the
individual needs of the user more closely.
Task 1:
1. Which orders has your customer T-S50A## placed since the beginning of the
month?
2. Who created these orders in the system?
3. Display the �Delivery block� field.
4. How many orders did the customer place for material T-AS3##?
Task 2:
1. Display all the orders for material T-AS1##.
2. Display the document status for the first document.
Task 3:
You would like to define a new layout for displaying the list of orders so that you can
see the delivery and billing block fields for each order immediately.
1. Change the structure of the list using the standard layout �Orders� so that the
fields for delivery and billing blocks are displayed.
2. Save the layout in such a way that only you can select it.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 155
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Enter a name that includes the character sequence LO650-##. Choose the
description �Layout group ##�.
3. Define your newly created layout as the initial layout.
156 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting Lists
Solution 13: Lists and the ABAP List Viewer
Task 1:
1. Which orders has your customer T-S50A## placed since the beginning of the
month?
a) Menu path:
Logistics! Sales and Distribution! Sales! Information System!
Orders! List of Sales Orders
Enter the customer T-S50A## in the sold-to party field.
Choose ENTER.
2. Who created these orders in the system?
a)
3. Display the �Delivery block� field.
a) Menu path:
Choose:
Settings! Layouts! Current
This takes you to the definition screen for layouts.
In the list of hidden fields, select the line with the �Delivery block� field.
Choose Show Selected Fields (arrow to left).
The field is copied to the right hand side (displayed fields).
Choose Copy.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 157
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
4. How many orders did the customer place for material T-AS3##?
a) Menu path:
Choose:
Settings! Layouts! Select
Select the layout 1SAP Order items.
Select the �Material� column.
Choose Set Filter.
Enter the material T-AS3## as a filter value.
Choose Execute.
Task 2:
1. Display all the orders for material T-AS1##.
a) Menu path:
Logistics! Sales and Distribution! Sales! Information System!
Orders! List of Sales Orders
Enter the material T-AS1## in the material field.
Choose ENTER.
2. Display the document status for the first document.
a) Menu path:
Select the first line in the table.
Choose: Environment! Document Status
Continued on next page
158 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting Lists
Task 3:
You would like to define a new layout for displaying the list of orders so that you can
see the delivery and billing block fields for each order immediately.
1. Change the structure of the list using the standard layout �Orders� so that the
fields for delivery and billing blocks are displayed.
a) Menu path:
Logistics! Sales and Distribution! Sales! Information System!
Orders! List of Sales Orders
Enter the customer T-S50A## in the sold-to party field.
Choose ENTER.
Choose:
Settings! Layouts! Current
This takes you to the definition screen for layouts.
In the list of hidden fields, select the line with the �Delivery block� field.
In the list of hidden fields, select the line with the �Billing block� field.
Choose Show Selected Fields (arrow to left).
The system copies the fields to the right-hand side (displayed fields).
Choose Copy.
2. Save the layout in such a way that only you can select it.
Enter a name that includes the character sequence LO650-##. Choose the
description �Layout group ##�.
a) Menu path:
Choose:
Settings! Layouts! Save
3. Define your newly created layout as the initial layout.
a) Menu path:
Choose:
Settings! Layouts! Administration
Select the initial layout column in the line with your layout. A tick appears.
Choose Save.
2006/Q2 © 2006 SAP AG. All rights reserved. 159
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Lesson Summary
You should now be able to:
� Use the standard listing functions in the sales processing system
� Use display variants to adjust the listing functions for certain user groups to
their requirements
� Optimize the scope of the display for these lists with user-specific display
variants
160 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Lesson: Adapting the User Interface
Lesson Overview
This lesson presents several concepts you could use to adapt the user interface to
the requirements of the end user.
Lesson Objectives
After completing this lesson, you will be able to:
� define account groups for maintaining customer master records
� adapt screens that use the display element �table control� to meet your specific
requirements
� create and use transaction variants
Business Example
An important factor in the success of an implementation project is the ability to
modify the interface for screen transactions to meet the requirements of different
business transactions and user groups.
You can make these modifications in the SD application component in the customer
master data.
In addition, you can adjust the individual transactions using transaction variants, and
users can also define their own views for displaying a large number of tables.
2006/Q2 © 2006 SAP AG. All rights reserved. 161
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Controlling the Customer Master Using Account Groups
Figure 69: Customer Master
Sales data constitutes the basic data for Sales and Distribution and Shipping.
Company code data constitutes the basic data for Financial Accounting.
General data is assigned directly to clients. It is then valid for both the various
company codes as well as the different sales areas. The customer number used in
Sales and Distribution is thus identical to the customer number used in Accounting.
162 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Figure 70: Customer Master - Account Groups
An account group is a classification within the customer master records.
The account group specifies:
� Which entries in the master record are required or optional (field selection)
� The number range for the customer account number
� Whether the number is assigned by the user or the system
(external or internal number assignment)
� Whether or not the account is a one-time account (conto pro diverse)
� Which output determination procedure is used
You can add your own account groups to those that are predefined in the SAP standard
system.
2006/Q2 © 2006 SAP AG. All rights reserved. 163
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 71: Customer Master - Selecting Fields for Data Groups
You can find general data as well as the data specific to sales and distribution and the
company code in the customer master record.
You can use field selection for each account group to determine whether field entries
are optional or required. Any fields that are not required can be hidden.
164 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Figure 72: Customer Master - Field Selection for Account Groups
Account groups are already set up in the SAP standard system for the different partner
functions, such as:
� Sold-to party
� Ship-to party
� Payer
� Bill-to party
Specific fields are selected for each of these account groups. The field selection
depends on the functions within the required partner function.
2006/Q2 © 2006 SAP AG. All rights reserved. 165
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Figure 73: Customer Master - Additional Influences on Field Selection
In addition to the account group, the transactions for creating, changing and displaying
a customer master record also influence which fields are selected.
There are transactions which can be used
� from a sales and distribution perspective
� from an accounting perspective
� centrally for both perspectives
� to process a customer master record.
In the SAP standard system, you can maintain banking details using either the
accounting or the central transaction, for example.
166 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Figure 74: Linking Rules for Field Selection
The field status information for the two influencing factors (account group and
transaction) are combined in pairs. The status with the highest priority is always
chosen first.
Figure 75: Table Control
�Table control� is a display element that enables you to configure the table view to
meet customer-specific requirements. This is particularly useful if the table contains
a lot of fields.
2006/Q2 © 2006 SAP AG. All rights reserved. 167
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Every user can define their own view of the data to make their own work easier, by:
� Changing the sequence of columns
� Changing the width of columns (including making them invisible)
� Saving the settings as a display variant
� Making their display variant the standard setting
An administrator can also make individual fields invisible for the whole system.
� (Authorization object: S_ADMI_FCD in the Basis Administration authorization
class.)
Transaction Variants
Figure 76: Transaction Variants / Screen Variants / GuiXT
Transaction processes can be simplified with screen variants. These can:
� Enter default values in fields
� Hide and change the ready for input status of fields
� Hide whole screens
Hiding and compressing screens as well as hiding fields makes it easier to work with
the SAP system and gives you a better overview.
A transaction variant is made up of screen variants.
168 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
A transaction variant is assigned to one transaction alone. Each transaction can have
several variants.
Transaction variants are only permitted for dialog transactions.
If you are using batch input (or batch input recording), the system does NOT take
account of the values in the transaction variants.
The supplementary tool GuiXT allows for flexible design of individual screens.
GuiXT uses a script language for scripts that run on the front-end. You can
find more information on the homepage for the manufacturers of GuiXT
(http://www.synactive.com).
Calling a Transaction Variant Using the Sales DocumentType
A transaction variant is normally called using a variant transaction that can be
incorporated in a user role, for example.
With sales document types, an additional option is to assign the transaction variant
in Customizing for the sales document type. Dependencies arise as a result of this
special feature. These are illustrated in the following graphic.
Figure 77: Calling Transaction Variants for VA01
2006/Q2 © 2006 SAP AG. All rights reserved. 169
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
170 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Exercise 14: Account Groups / FieldSelection Customer Master Record
Exercise Objectives
After completing this exercise, you will be able to:
� define account groups for maintaining customer master records.
� describe the most important influencing factors for field selection when
maintaining customer master data
Business Example
To ensure that order entry is as easy as possible with no system queries about
incomplete customer master data, your company has decided that Incoterms must
always be entered in the sales and distribution data for a customer master record.
Task 1:
You want to maintain your system in such a way that the Incoterms must always be
entered in sales and distribution data when customer master data is maintained. The
system should also create a sequential customer number automatically when you create
a new customer master record. Define a new account group with these characteristics.
1. Define a new account group by copying existing account group 0001.
Key: Z##
Description: LO650-## Customers
2. In the details screen, assign a number range to your new account group so that
numbers are issued automatically, as required.
3. Branch from the details screen for your account group to the field status for
the sales data.
4. Use the subgroup list to find the group that contains the Incoterms.
Choose the correct subgroup and set the Incoterms as a required entry field.
Task 2:
1. Customers with account group Z## should be able to copy the
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 171
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
� sold-to party
� ship-to party
� bill-to party
� payer
partner functions.
Make the relevant assignments in Customizing for Sales and Distribution.
Task 3:
Create a new customer master record from the sales view with your new account
group Z##.
1. Create a new customer master record from the sales view with your new account
group Z##.
Sales organization: 1000
Distribution channel: 12
Division: 00
Account group: Z##
2. Now try to enter a customer number. Does the system allow you to do this?
________________________________________________________
3. Choose the following data:
Search term: LO650-##
Country: Germany
Language: German
Transportation zone: D000020000
Shipping condition: 01
Tax classification: 1
4. Now try to leave the billing data screen without entering the Incoterms. Does
the system allow you to do this?
Continued on next page
172 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
_______________________________________________________
5. Choose the Incoterms FH, save the customer master record and note down the
customer number.
_______________________________________________________
2006/Q2 © 2006 SAP AG. All rights reserved. 173
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Solution 14: Account Groups / FieldSelection Customer Master Record
Task 1:
You want to maintain your system in such a way that the Incoterms must always be
entered in sales and distribution data when customer master data is maintained. The
system should also create a sequential customer number automatically when you create
a new customer master record. Define a new account group with these characteristics.
1. Define a new account group by copying existing account group 0001.
Key: Z##
Description: LO650-## Customers
a) Menu path:
Display SAP Reference IMG! Logistics - General! Business Partner
! Customers! Control! Define Account Groups and Field Selection
for Customers
Select the entry for account group 0001.
Choose Copy As.
Enter the key Z## and a description.
2. In the details screen, assign a number range to your new account group so that
numbers are issued automatically, as required.
a) Menu path:
Select the entry for your new account group Z##.
Choose Detail.
Choose the number range 02.
3. Branch from the details screen for your account group to the field status for
the sales data.
a) Menu path:
Place the cursor on the �Sales data� field in the �Field status� section of
the screen.
Choose Expand field status.
Continued on next page
174 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
4. Use the subgroup list to find the group that contains the Incoterms.
Choose the correct subgroup and set the Incoterms as a required entry field.
a) Set the Incoterms as a required entry field.
Menu path:
Choose Subgroup list.
Result: the Incoterms are in the �Billing document� subgroup.
Place the cursor the "Billing document" field in the �Select Group� section
of the screen.
Click on Choose.
Select �Req. Entry� for the �Incoterms� field.
Save your entries.
Task 2:
1. Customers with account group Z## should be able to copy the
� sold-to party
� ship-to party
� bill-to party
� payer
partner functions.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 175
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Make the relevant assignments in Customizing for Sales and Distribution.
a) Assign the permitted partner functions to account group Z##:
Menu path:
Display SAP Reference IMG! Sales and Distribution! Basic Functions
! Partner Determination! Set Up Partner Determination
Choose: Set Up Partner Determination for Customer Master
Choose: Account Groups - Function Assignment.
Assign your account group Z## to the four functions by overwriting the
existing entries.
Save your assignments.
Task 3:
Create a new customer master record from the sales view with your new account
group Z##.
1. Create a new customer master record from the sales view with your new account
group Z##.
Sales organization: 1000
Distribution channel: 12
Division: 00
Account group: Z##
a) Create customer master record:
Menu path:
Logistics! Sales and Distribution!Master Data! Business Partner!
Customer! Create! Sales and Distribution
Select new account group Z## and enter your sales area.
Enter your data on the address tab page.
Choose Sales Area Data.
Complete the required fields and save the master record.
Continued on next page
176 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
2. Now try to enter a customer number. Does the system allow you to do this?
________________________________________________________
a) No, because numbers are issued internally for account group Z##.
3. Choose the following data:
Search term: LO650-##
Country: Germany
Language: German
Transportation zone: D000020000
Shipping condition: 01
Tax classification: 1
a)
4. Now try to leave the billing data screen without entering the Incoterms. Does
the system allow you to do this?
_______________________________________________________
a) No, because the Incoterms are defined as required entries.
5. Choose the Incoterms FH, save the customer master record and note down the
customer number.
_______________________________________________________
a)
2006/Q2 © 2006 SAP AG. All rights reserved. 177
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
178 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Exercise 15: Table Control and TransactionVariants
Exercise Objectives
After completing this exercise, you will be able to:
� adapt screens that use the display element �Table Control� to meet user-specific
requirements.
� create transaction variants
Business Example
Because each person's daily tasks are different, the users would often like to configure
the screen transactions themselves according to their individual needs. You want to
learn about this option so that you can explain it to the users in your company.
Task 1:
1. Create an order with order type OR for the following purchase order.
FAX
Customer: Search term: LO650-##
PO number: ##-1-2
Req. delivery date: Immediately
Material: T-AS1##
Quantity: 10
Material: T-AS2##
Quantity: 10
2. Use table control to reduce the width of the �Order quantity� column in the
overview screen.
3. Change the sequence of columns by putting the �Net value� field behind the
�Description� field.
4. Save your changes as a display variant under the name LO650-##.
5. Set display variant LO650-## as your standard setting.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 179
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Task 2:
1. Create a transaction variant with the name �ZLO650_##� for the transaction
VA01 (Create order).
2. Create transaction code ZLO650_## for your transaction variants.
3. Include the transaction in your favorites menu.
180 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Solution 15: Table Control and TransactionVariants
Task 1:
1. Create an order with order type OR for the following purchase order.
FAX
Customer: Search term: LO650-##
PO number: ##-1-2
Req. delivery date: Immediately
Material: T-AS1##
Quantity: 10
Material: T-AS2##
Quantity: 10
a) Create an order belonging to the order type OR:
Menu path:
Logistics! Sales and Distribution! Sales! Order! Create
Choose order type �OR� and enter your data.
2. Use table control to reduce the width of the �Order quantity� column in the
overview screen.
a) Menu path:
Place your cursor on the dividing line between the �Order quantity� and
the �SU� fields.
Hold the mouse button down and drag the line to the left.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 181
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
3. Change the sequence of columns by putting the �Net value� field behind the
�Description� field.
a) Menu path:
Place the cursor on the column heading for the �Net value� field.
Hold the mouse button down and drag the field to the right of the
�Description� field.
4. Save your changes as a display variant under the name LO650-##.
a) Menu path:
Place the cursor on the symbol in the upper right-hand corner of the table
control.
Click on the symbol. A dialog box appears.
Enter the name for your display variant.
Choose Create.
Choose Copy.
5. Set display variant LO650-## as your standard setting.
a) Menu path:
Place the cursor on the symbol in the upper right-hand corner of the table
control.
Click on the symbol. A dialog box appears.
Select your display variant as the standard variant.
Choose Copy.
Continued on next page
182 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Lesson: Adapting the User Interface
Task 2:
1. Create a transaction variant with the name �ZLO650_##� for the transaction
VA01 (Create order).
a) Create transaction variant:
Menu path:
Display SAP Reference IMG! SAP NetWeaver! General Settings!
Field Display Characteristics! Configure Application Transaction Fields
Enter the transaction VA01 and the variant ZLO650_##.
Run the transaction for the first screens and create a screen variant for the
individual screens.
Save and test your entries.
2. Create transaction code ZLO650_## for your transaction variants.
a) Create transaction code:
Menu path:
Display SAP Reference IMG! SAP NetWeaver! General Settings!
Field Display Characteristics! Configure Application Transaction Fields
Enter the transaction VA01 and the variant ZLO650_##.
Choose: Goto! Create variant transaction
Enter the transaction name ZLO650_##.
Choose Continue.
Save your entries.
3. Include the transaction in your favorites menu.
a) Menu path:
Favorites! Add Transaction
2006/Q2 © 2006 SAP AG. All rights reserved. 183
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Unit 5: System Modifications SCM650
Lesson Summary
You should now be able to:
� define account groups for maintaining customer master records
� adapt screens that use the display element �table control� to meet your specific
requirements
� create and use transaction variants
184 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
SCM650 Unit Summary
Unit Summary
You should now be able to:
� Describe the options for making release-independent modifications to the system
in Customizing for Sales and Distribution
� Explain the idea behind the SAP enhancement concept
� Use the standard listing functions in the sales processing system
� Use display variants to adjust the listing functions for certain user groups to
their requirements
� Optimize the scope of the display for these lists with user-specific display
variants
� define account groups for maintaining customer master records
� adapt screens that use the display element �table control� to meet your specific
requirements
� create and use transaction variants
2006/Q2 © 2006 SAP AG. All rights reserved. 185
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Course Summary SCM650
Course Summary
You should now be able to:
� understand complex relationships when mapping organizational structures
� adapt copying control
� configure text control
� implement output control
� explain the options for system modification in any release
� modify the interface for transactions and master data in Sales and Distribution
186 © 2006 SAP AG. All rights reserved. 2006/Q2
I n
t e
r n
a l U
s e
S
A P
P
a r
t n
e r
O
n l y
I n t e
r n a
l U s
e S
A P
P a
r t n e
r O n
l y
Feedback
SAP AG has made every effort in the preparation of this course to ensure the accuracy
and completeness of the materials. If you have any corrections or suggestions for
improvement, please record them in the appropriate place in the course evaluation.
2006/Q2 © 2006 SAP AG. All rights reserved. 187