SAP Upgrade Delta Document SD Module

Size: px

Start display at page:

Download "SAP Upgrade Delta Document SD Module"

Julie Dayna Byrd
6 years ago
Views:

1 SAP Upgrade Delta Document SD Module Applies to: SAP Upgrade 4.7E to ECC6.0, Sales and Distribution Module For more information, visit the Enterprise Resource Planning homepage. Summary: The differences in 4.7E and ECC6.0 pertaining to SD module, especially the look and feel changes of certain Screens and Redesigned transactions were covered here. This document is useful for Users and Consultants in SAP Upgrade. Author: Company Shesagiri Gedila Intelligroup Asia Pvt. Ltd. Created on: 18 May 2009 Author Bio: Around 7+ years of Work experience, includes 5 years of Domestic and International assignments in end to end implementations, Roll out, Production Support, Upgrade projects in Sales and Distribution, SAP IS Retail, Logistics Execution Modules SAP AG 1

2 Table of Contents Overview...3 Delta SD Module...3 IMG Activities for the Assignment of Organizational Units...3 Enterprise Structure Consistency Check (Check Report for Customizing)...5 Sales Order Processing (Document Flow)...6 Sales order Changes in Tab Name...9 Sales Order Item Conditions...10 Delivery Processing...12 Quotation list...13 Sales Order List...15 Contracts List...16 Billing Documents List...18 Maintain Billing Due List...19 Condition Details...21 Delta Training - New Opportunities...25 New Functionality...25 Credit Management...25 Rebates Processing...25 Condition Master Data...25 Billing...25 Billing Revenue Recognition...26 Functional Enhancements...26 User Interfaces...26 E - Commerce...27 Summary...29 Related Content...29 Disclaimer and Liability Notice SAP AG 2

3 Overview ECC 6 is a NetWeaver Product enabled with WASJAVA+ABAP SAP NetWeaver is an integrated technology platform and is the technical foundation for all SAP applications. SAP NetWeaver provides the development and runtime environment for SAP applications and can be used for custom development and integration with other applications and systems. SAP NetWeaver is built using open standards and industry de facto standards and can be extended with, and interoperate with, technologies such as Microsoft,.NET, Sun JAVA EE & IBM Web sphere Overview of Screen Look and Feel changes between 4.6c to ECC 6.0 Redesigned Transaction codes New Functionality In ECC6SAP moved a lot of reports to the ALV format Delta SD Module This section talks about the delta in the organizational unit assignment redesigned by SAP between versions 4.7 to ECC 6.0 pertaining to SD Module. IMG Activities for the Assignment of Organizational Units The following activities in the Implementation Guide have been changed. Assign sales Organization to Company code Assign distribution channel to sales Organization. Set up Sales Area. Assign sales office to sales area. Assign sales group to sales office Assign sales organization distribution channel-plant Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, there has not been any change in the menu but the transaction code is changed Earlier Version 4.7 Enterprise Structure -> Assignment -> Sales and Distribution OVX3: Assign sales organization to company code OVXK: Assign distribution channel to sales organization OVXA :Assign division to sales organization OVXG: Set up sales area OVXM :Assign sales office to sales area OVXJ :Assign sales group to sales office OVX6 :Assign sales organization - distribution channel - plant 2009 SAP AG 3

New Version ECC 6 Enterprise Structure -> Assignment -> Sales and Distribution OVX3N: Assign sales organization to company code OVXKN: Assign distribution channel to sales

: Assign sales organization - distribution channel - plant Look & Feel Changes The following activities in the Implementation Guide have been changed.

4 New Version ECC 6 Enterprise Structure -> Assignment -> Sales and Distribution OVX3N: Assign sales organization to company code OVXKN: Assign distribution channel to sales organization OVXAN Assign division to sales organization OVXGN: Set up sales area OVXMN :Assign sales office to sales area OVXJN: Assign sales group to sales office OVX6N : Assign sales organization - distribution channel - plant Look & Feel Changes The following activities in the Implementation Guide have been changed. Enterprise Structure Assignment Sales and Distribution Analysis of Organizational structure is simple in ECC 6.0. Search procedure is easy in ECC 6.0 SAP Enterprise 4.7 SAP ECC SAP AG 4

5 Enterprise Structure Consistency Check (Check Report for Customizing) You check the definition and allocation of Organizational Units Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, there has not been any change in the menu but the transaction code is changed Earlier Version 4.7 Enterprise Structure -> Consistency Check -> Check enterprise structure for Sales and Distribution OVX8 New Version ECC 6 Enterprise Structure -> Consistency Check -> Check enterprise structure for Sales and Distribution OVX8N Look & Feel Changes Check Report for Organizational structure is simple in ECC 6.0. SAP Enterprise 4.7 SAP ECC SAP AG 5

Sales Order Processing (Document Flow) This section talks about the delta in the Document flow, which are redesigned by SAP between versions 4.7 to ECC 6.

You can still access individual documents from document flow and use other functions in document flow, as was previously the case.

6 Sales Order Processing (Document Flow) This section talks about the delta in the Document flow, which are redesigned by SAP between versions 4.7 to ECC 6.0 As of SAP ECC 6.0, the system uses the ALV Tree Control to display the document flow for sales Documents. You can still access individual documents from document flow and use other functions in document flow, as was previously the case. Accessing Transaction Display Document Flow for Sales Documents Earlier Version 4.7 Sales and Distribution (SD) ->Reports and Analyses (SD-IS- REP) -> Document Flow. VA03 New Version ECC 6.0 There are no changes either in the Menu path or Transaction Code 2009 SAP AG 6

7 Look & Feel Change The screen display has changed due to inclusion of some fields in ECC 6 when compared to 4.7 which can be seen in the comparison screen shots. New, modified layout for the Document Flow screen, Displayed in an interactive format. An additional lower window appears with complete document details. Layout can be customized. Can be downloaded as a report SAP AG 7

8 SAP Enterprise 4.7 SAP ECC SAP AG 8

Sales order Changes in Tab Name The Purchase order data tab in 4.7 at the header level of the sales order has been renamed as Order Data in ECC 6 Accessing Transaction Between enterprise edition 4.

9 Sales order Changes in Tab Name The Purchase order data tab in 4.7 at the header level of the sales order has been renamed as Order Data in ECC 6 Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, there has not been any change in the menu or transaction code. The transactions & menu path comparison is as below: Earlier Version 4.7 Logistics--> Sales and Distribution--> Sales-->Order VA01/VA02/VA03 New Version ECC 6.0 There are no changes either in the Menu path or Transaction Code Look & Feel Changes The screen display Tab name as Purchase Order Data tab in 4.7 is changed to Order Data tab in ECC 6 which can be seen in the comparison screen shots. SAP Enterprise SAP AG 9

SAP ECC 6.0 Sales Order Item Conditions Sales Order Item Conditions Status Indicators have been introduced in ECC 6.0 Accessing Transaction Between enterprise edition 4.

10 SAP ECC 6.0 Sales Order Item Conditions Sales Order Item Conditions Status Indicators have been introduced in ECC 6.0 Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, there has not been any change in the menu or transaction code. The transactions & menu path comparison is as below: Earlier Version 4.7 Logistics--> Sales and Distribution--> Sales-->Order VA01/VA02/VA03 New Version ECC 6.0 There are no changes either in the Menu path or Transaction Code 2009 SAP AG 10

indicating whether the condition has been successfully processed or not.

11 Look & Feel Changes Status indicators have been introduced in ECC 6.0 (earlier only used in output types) for all condition types during sales order processing, indicating whether the condition has been successfully processed or not. Green Indicator suggests Condition Processed successfully. Red Indicator suggests Condition failed. SAP Enterprise 4.7 SAP ECC SAP AG 11

7 & new ECC 6 version, the transactions & menu path comparison is as below: Earlier Version 4.

12 Delivery Processing Additional icons are there in ECC6.0 for Reverse Goods Movement not in 4.7 Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, the transactions & menu path comparison is as below: Earlier Version 4.7 Logistics--> Sales and Distribution--> Shipping and Transportation--> Post Goods Issue--> Cancellation/Reversal VL09 New Version ECC 6.0 There are no changes either in the Menu path or Transaction Code Look & Feel Changes The screen display has changed; new icons are added in ECC 6 SAP Enterprise 4.7 SAP ECC SAP AG 12

13 Following new Icons added in ECC6.0 to bring in more user friendliness Quotation list Use this procedure to generate a list of quotations using search criteria for editing or report analysis Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, there has not been any change in the menu but the transaction code changed in ECC6. The transactions & menu path comparison is as below: Earlier Version 4.7 Logistics-->Sales and Distribution--> Sales-->Information System--> Quotations-->Quotations List VA25 New Version ECC 6.0 Logistics-->Sales and Distribution--> Sales-->Information System--> Quotations-->Quotations List VA25N 2009 SAP AG 13

14 Look & Feel Changes Here you can see the changes in ECC 6 SAP Enterprise 4.7 SAP ECC SAP AG 14

Sales Order List You use this function to list sales and distribution documents (sales orders) within a certain time period. Accessing Transaction Between enterprise edition 4.

15 Sales Order List You use this function to list sales and distribution documents (sales orders) within a certain time period. Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, the transactions & menu path comparison is as below: The new transaction code is as below in ECC6. Use this procedure to view all Sales Order Documents created in SAP Earlier Version 4.7 Logistics-->Sales and Distribution--> Sales-->Information System--> Orders-->List of Sales orders VA05 New Version ECC 6.0 Logistics-->Sales and Distribution--> Sales-->Information System--> Orders-->List of Sales orders VA05N Look & Feel Changes The screen changes comparison in 4.7 and ECC 6 is as below SAP Enterprise 4.7 SAP ECC SAP AG 15

16 Contracts List You use this function to list sales and distribution documents (Contracts) within a certain time period. Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, the transactions & menu path comparison is as below: The new transaction code is as below in ECC6 Earlier Version 4.7 Logistics-->Sales and Distribution--> Sales-->Information System--> Contracts-->List of Contracts VA45 New Version ECC 6.0 Logistics-->Sales and Distribution--> Sales-->Information System--> Contracts-->List of Contracts VA45N Look & Feel Changes The screen changes comparison in 4.7 and ECC 6 is as below SAP Enterprise 4.7 SAP ECC SAP AG 16

17 2009 SAP AG 17

7 & new ECC 6 version, the transactions & menu path comparison is as below: The new transaction code is as below in ECC6 Earlier Version 4.

18 Billing Documents List You use this function to list sales and distribution documents (billing documents) within a certain time period. Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, the transactions & menu path comparison is as below: The new transaction code is as below in ECC6 Earlier Version 4.7 Logistics-->Sales and Distribution--> Billing-->Information system-->billing Documents--> List Billing Documents VF05 New Version ECC 6.0 Logistics-->Sales and Distribution--> Billing-->Information system-->billing Documents--> List Billing Documents VF05N Look & Feel Changes The screen changes comparison in 4.7 and ECC 6 is as below SAP Enterprise 4.7 SAP ECC SAP AG 18

19 Maintain Billing Due List You can use the billing due list to put together the documents to be billed, based on the selection criteria. The system selects the documents that have to be billed according to the selection criteria. In that way, several deliveries can be put together in one billing document. You use this function to list sales and distribution documents (billing documents) within a certain time period. Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, the transactions & menu path comparison is as below: Earlier Version 4.7 Logistics-->Sales and Distribution-->Billing-->Billing Document-->Process Billing Due List VF04 New Version ECC 6.0 There are no changes either in the Menu path or Transaction Code Look & Feel Changes The Field is designed to tab format in ECC 6 Selection Organizational Data Customer Data Documents to be selected Default Data Additional Tab Default Data is included Batch Updates Output Data for Batch Processing Updates 2009 SAP AG 19

20 SAP Enterprise 4.7 SAP ECC SAP AG 20

Condition Details Pricing Condition Overview Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, the transactions & menu path comparison is as below: Earlier Version 4.

21 Condition Details Pricing Condition Overview Accessing Transaction Between enterprise edition 4.7 & new ECC 6 version, the transactions & menu path comparison is as below: Earlier Version 4.7 Logistics -->Sales and Distribution -->Master Data --> Conditions -->Select Using Condition Type -->Display VK13 New Version ECC 6.0 There are no changes either in the Menu path or Transaction Code Look & Feel Changes Variable Data Part is addition in ECC 6 which has the field processing status for conditions The processing status can be freely assigned for condition records. There is a maintenance view in Customizing, which contains the permitted processing status. Here a release status is assigned to every processing status. This determines under what conditions a condition record is retrieved (Call mode). SAP Enterprise SAP AG 21

22 2009 SAP AG 22

23 SAP ECC 6.0 SAP SAP AG 23

24 SAP ECC SAP AG 24

25 Delta Training - New Opportunities This section talks about the capabilities that exist in the new release or which the client may want to explore in coming future. New Functionality Credit Management Integrating SD Credit Management with SAP Credit Management: We can also use SAP Credit Management in SAP Financial Supply Chain Management (FIN-FSCM-CR) to perform all credit checks and commitment updates for all areas of sales (SD-BF-CM). You make the necessary settings for negative credit check results in Customizing. In SAP Credit Management you can update the data from multiple systems.this enables you to execute credit checks with consistent data in distributed systems, too. Furthermore, you can also program your own credit checks to meet your requirements, also by using external interfaces. Rebates Processing Rebate Condition Records using Scales: In ECC 6.0 we can set up rebate agreements so that the scale base value and the rebate scale level is derived from the total sales volume of multiple condition records.we can do this by grouping condition records in the rebate agreement. This feature also supports the following: Different grouping of condition records for each rebate agreement Multiple scale groups within a single rebate agreements. Grouping records of different condition types, provided they have the same scale base unit of measure Condition Master Data New Components added to Condition Master Data (ECC 6.0) Menu Path:SAP Menu Logistics S&D Master data Conditions Commodity Pricing This function is provided for customers from the Oil & Gas and the Mining industries for the release combinations CRM 5.0 with IS-Oil 4.72 or IS-Mine Billing New Components added to Logistics S&D Billing (ECC6.0) Menu Path: SAP Menu Logistics S&D Billing Complaints Processing Complaint Processing Processes customer complaints referring to products, sales, and services. To fully utilize this functionality, Customer Relationship management needs to be implemented SAP AG 25

26 Billing Revenue Recognition New Components added to Billing Revenue Recognition (ECC6.0) Menu Path:SAP Menu Logistics S&D Billing Revenue Recognition Compare Report: Used to analyze the balance of deferred revenue or unbilled receivables accounts used in revenue recognition. You can display the postings that contributed to the account balance, and determine which orders, contracts, and corresponding invoices are involved. Functional Enhancements User Interfaces Internal Sales Representative Role (User Interface) Usage Fast entry screens for inquiries, quotations, and sales orders Single point of access to all work lists such as incomplete orders, expiring quotations, deliveryblocked orders, backorders, and so on Sales analyses based on the Information Consumer Pattern Business Benefits Improves efficiency and effectiveness through the personalization of the information Speeds-up sales order entry Accelerates access to current workload Accelerates sales analyses Description The role for Internal Sales Representatives is enhanced with a new user interface that integrates sales order management flexibly and seamlessly into SAP Enterprise Portal (SAP EP). Occasional users in particular, benefit from the new UI, which speeds up sales processes and enhances data accuracy. The new user interface for sales order management is customizable and can be adapted to the companies business needs. It is based on a new API which provides real time access to the business processes in ERP. This new API ensures a high performance of the application, even if a high sales order volume is handled. Work Overview This work center gives you an overview of your daily work and gives you easy access to your most important tasks. Sales Documents This work center allows you to work on all your sales documents. You can create and maintain inquiries, quotations, sales orders, sales contracts, scheduling agreements, and billing documents SAP AG 26

27 Order Fulfillment This work center allows you to monitor order fulfillment. You can display deliveries, backorders and shipments, and can check product availability. Master Data This work center allows you to work on all your master data. You can create and maintain business partners, customer agreements, prices and conditions, and products. Additionally, Internal Sales Representatives can also better monitor their daily workload. The Personal Object Work List (POWL) pushes critical business processes directly to the desktop of the Internal Sales Representative. Examples for critical processes are incomplete sales orders, expiring quotations, incoming orders via EDI which are blocked for delivery, and so on. By monitoring these critical sales processes, the order fulfillment rates and therefore the customer service can be improved. Finally, this portal role provides better analytical insight. The Internal Sales Representative can easily prepare and distribute analyses such as incoming orders per customer or delivery delays per month to the Sales Manager. E - Commerce E-Commerce - Quotation & Order Management Functionality Description Lock of sales documents to avoid concurrent access during the order change process. Order creation with reference to a contract that has been displayed. Business Benefits Reduces errors and offers better data consistency Faster order creation process Encourages use of profitable sales interaction channel Reduces administrative tasks by automating quotations and orders management Improves customer satisfaction and retention by delivering accurate information to customers E-Commerce: Selling Over ebay Functionality Description Creation and management of product listings on ebay leverages the e-commerce order management and fulfillment capabilities of mysap ERP by easily tying existing tax, pricing, shipping, and payment configurations to post-auction processing Business Benefits E-Commerce Selling over ebay offers organizations integration of their existing mysap ERP environments with the world s largest online marketplace to create and manage listings on ebay SAP AG 27

28 The new feature helps: - Increase e-commerce revenues - Streamline and leverage existing order management and fulfillment capabilities E-Commerce: Web Crawler Functionality Description Registration of products in Web crawler product catalogs, such as Google, to enable users to directly order the product they have searched for from the page they have been forwarded to by the Web crawler s product catalog. Business Benefits E-Commerce Web Crawler enhances visibility and integration with web shop offerings. This introduction offers new opportunities which can generate additional traffic to the Web shop and increase web shop revenues. E-Commerce: Order Entry Functionality Description New user interface for inquiries, quotations, and sales orders that is easy to learn, easy to use, and easy to adjust. Entering or updating of relevant sales order information by employees with direct or indirect customer contact New productivity features Order cockpit for quick access Flexible and reusable search Adaptable layouts This set of enhancements in sales order management improves user productivity by offering better usability, adaptability, and integration into the Internal Sales Representative role SAP AG 28

29 Summary There are no major changes that we noted except for the few new redesigned transaction Codes, and feel and Look changes. SAP moved a lot of reports to the ALV format in ECC6. Related Content SAP ERP Solution Browser - English > Search by ERP Release SAP AG 29

30 Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document SAP AG 30

Procedure for Transferring Documents from Financial Accounting to Controlling

Procedure for Transferring Documents from Financial Accounting to Controlling Applies to: SAP R/3 4.6, ECC5.0 and ECC 6.0 For more information, visit the Enterprise Resource Planning homepage. Summary