SAP Business ByDesign
Table of Content 1 About this Document... 3 1.1 Purpose... 3 1.2 Reference System and Model Company... 3 2 Master and Organizational Data... 4 3 Business Process Tasks... 5 3.1 Intracompany Stock Transfer... 5 3.1.1 Check Stock Overview... 5 3.1.2 Create Stock Transfer Order... 6 3.1.3 Post Goods Issue... 7 3.1.4 Edit Outbound Delivery... 7 3.1.5 Post Goods Receipt... 8 3.1.6 Check Stock Overview... 9 3.2 Intercompany Stock Transfer... 10 3.2.1 Create Purchase Order... 10 3.2.2 Check the Automatically Created Sales Order (optional)... 10 3.2.3 Check Purchase Order Acknowledgment (optional)... 11 3.2.4 Release Customer Demand... 12 3.2.5 Post Goods Issue... 12 3.2.6 Check Intercompany In-Transit Deliveries (optional)... 13 3.2.7 Post Goods Receipt... 14 3.2.8 Create Customer Invoice... 14 3.2.9 Check Document Flow in Sales Order (optional)... 15 3.2.10 Check Supplier Invoice (optional)... 16 3.3 Connected Scenarios... 16 July 28, 2012 2
1 About this Document 1.1 Purpose The objective of this business scenario document is to give you hands-on experience of running the chosen business processes in a realistic business environment using the SAP Business ByDesign system. It allows you to quickly become familiar with this business scenario by guiding you through the steps that you need to carry out in the reference system. To obtain a better understanding of the business processes that make up this scenario, also refer to the Scenario Outline for this scenario. 1.2 Reference System and Model Company A reference system is a system that is preconfigured and loaded with fictitious users and sample data. The users and sample data are based on the model company Almika Inc.. By following the step-by-step instructions in this document, you can assume the identity of the Almika users and use the built-in sample data to carry out each of the business process tasks. This hands-on experience will help you to understand the relevance and benefits of this business scenario. To learn more about the model company that uses the business processes described in this document, read the Company Fact Sheet, which contains an overview of the reference company, its organizational set up, employees and their different roles and work centers, as well as a comprehensive list of the master data used in your system. You can find the Company Fact Sheet in the Help Center of your reference system. To access this document, choose Help Help Center and open the link under the heading Company- Specific Help. July 28, 2012 3
2 Master and Organizational Data Each SAP Business ByDesign Reference System contains essential master and organizational data, which reflect the typical organizational structure of a mid-size company of a specific industry allow you to run the industry specific processes using the appropriate master data, for example, materials, vendors or customers. For this scenario, use the master data as described below. If you want to run the scenario with customer and project-specific values, you can copy master data with certain characteristics from the sample entries in the table and adapt this data. For an illustration of the organizational data as well as additional information (bill of material, logistics layout) about the reference company, refer to the Company Fact Sheet. Master / Org. Data Type Name and Value Usage Logistics Area Central Warehouse (P1100-20) External Warehouse (P1123-0) Logistics Area Sending Site Logistics Area Receiving Site Product Combi 110e (P100402) Transferred Product Freight Forwarder ABC Cargo Worldwide (S100800) Freight Forwarder Ship-from Site ID P1100 Ship-from Site ID Ship-to Site ID P1123 External Warehouse Site ID Customer Almika Inc. (1000000) Intercompany use case Supplier Innovat Inc. (1000001) Intercompany use case, Affiliated Company Product Stove Pipe Set (P110220) Intercompany use case Source Logistics Area Warehouse (2100-0) Intercompany use case Target Logistics Area Central Warehouse (P1100-20) Intercompany use case July 28, 2012 4
3 Business Process Tasks 3.1 Intracompany Stock Transfer 3.1.1 Check Stock Overview SUPPLYPLANNER01P (Supply Planner / Richard Stone) Outbound Logistics Control Common Tasks: Stock Overview Stock Overview screen Show All Stock By Selection Product ID Combi 110e (P100402) Click Go. Check the On-Hand Stock for the entered product in the different sites and logistics areas. In the next steps of this scenario, you will transfer goods from logistics area Central Warehouse (P1100-20) in site P1100 to logistics area External Warehouse (P1123-0) in site P1123. If the product is in stock, the on-hand quantity is displayed in the On-Hand Stock column. If there is no stock, the product is not displayed. Click Close. July 28, 2012 5
3.1.2 Create Stock Transfer Order SUPPLYPLANNER01P (Supply Planner / Richard Stone) Outbound Logistics Control Common Tasks: New Stock Transfer Order New Stock Transfer Order Ship-from Site ID Ship-to Site ID P1100 P1123 Delivery Priority Immediate Click Add Row. Product ID Requested Quantity Requested Delivery Date Freight Forwarder ID Combi 110e (P100402) 2 ea <actual Date + 1 week> ABC Cargo Worldwide (S100800) Click Release. In the input parameters for Release Schedule Lines, leave the Release Until date blank and Click OK. Click Save. Under Line Items, choose the Schedule Lines tab. Click Open Product Planning Details. In the Supply and Demand List of the Product Planning Details, you can see the newly created Stock Transfer Demand. Click Close for the Product Planning Details and note the stock transfer order ID. Click Close for the New Stock Transfer Order screen. July 28, 2012 6
3.1.3 Post Goods Issue SUPPLYPLANNER01P (Supply Planner / Richard Stone) Outbound Logistics Delivery Control Delivery Control view Delivery Proposals subview Show All Proposals by Selection Click Go. Choose the line item with your stock transfer order ID in the Reference ID column. Click Post Goods Issue to open the Create Outbound Delivery and Goods Issue quick activity. By choosing Post Goods Issue, no warehouse tasks are created for picking and shipping. The goods issue is directly posted. Click Propose Quantities. Click Release and make a note of the Outbound Delivery ID. 3.1.4 Edit Outbound Delivery SUPPLYPLANNER01P (Supply Planner / Richard Stone) Outbound Logistics Outbound Deliveries July 28, 2012 7
Outbound Deliveries view Show All Deliveries by Selection Click Go. Choose the line item with your Outbound Delivery ID and click Edit. Choose the Document Flow tab page to review the document flow. Choose the Output History tab page to see the Delivery Note and the Advanced Shipping Notification (ASN). Click Close. 3.1.5 Post Goods Receipt WAREHOUSE01P (Warehouse Manager / Luther Loblanski) Inbound Logistics Inbound Delivery Notifications Inbound Delivery Notification view Show Advised Delivery Notifications Click Go. Choose the line item with your Delivery Notification ID. The delivery notification has the same ID as the outbound delivery in the previous step. Click Post Goods Receipt to open the Create Inbound Delivery and Goods Receipt quick activity. By choosing Post Goods Receipt, no warehouse tasks are created for put-away. The goods July 28, 2012 8
receipt is directly posted. Click Propose Quantities. Click Save and Close and make a note of the inbound delivery ID. 3.1.6 Check Stock Overview SUPPLYPLANNER01P (Supply Planner / Richard Stone) Outbound Logistics Common Tasks: Stock Overview Stock Overview view Show All Stock By Selection Product ID Combi 110e (P100402) Click Go. Check the on-hand stock for the entered product in the different sites and logistics areas. You have transferred goods from logistics area Central Warehouse (P1100-20) in site P1100 to logistics area External Warehouse (P1123-0) in site P1123. Click Close. July 28, 2012 9
3.2 Intercompany Stock Transfer 3.2.1 Create Purchase Order PURCHASE02 (Buyer / Bill Warner) Purchase Requests and Orders Common Tasks: New Purchase Order New Purchase Order screen Supplier Innovat Inc. (1000001) Product ID Ship-To/Service Location ID Quantity Stove Pipe Set (P110220) Almika Heating Cleveland P1100 2 EA Click Order to send the purchase order to the supplier via XML. Make a note of the automatically generated purchase order ID. 3.2.2 Check the Automatically Created Sales Order (optional) SALES91 (Sales Representative / Katie Sell) Sales Orders Sales Orders Sales Orders view Show All Orders Click Advanced. July 28, 2012 10
And Find <purchase order ID> Click Go. Click the link to the corresponding Sales Order ID to check the sales order. Make a note of the generated sales order ID. The purchase order confirmation is sent automatically to the account when the product is confirmed according to Available-To-Promise-Status. 3.2.3 Check Purchase Order Acknowledgment (optional) PURCHASE02 (Buyer / Bill Warner) Purchase Requests and Orders Purchase Orders Purchase Orders view Show All Purchase Orders Click Advanced. Purchase Order ID <purchase order ID> Click Go. Check if the PO Acknowledgement Status is Acknowledgement Received. July 28, 2012 11
3.2.4 Release Customer Demand What You Should Know The business process within the model company is automated: When the requested product is available, the corresponding sales order will be released automatically and will be ready for further processing in the customer demand view. WAREHOUSE91 (Warehouse Manager/ Chris Jones) Outbound Logistics Control Customer Demand Customer Demand view Show All Orders by Selection And Find <sales order ID> Enter the created sales order ID and click Go. Click Release. 3.2.5 Post Goods Issue WAREHOUSE91 (Warehouse Manager / Chris Jones) Outbound Logistics Delivery Control Delivery Proposals view Show list All Proposals by Selection And Find <sales order ID> Enter the sales order ID created and click Go. Select the sales order ID and click Post Goods Issue. July 28, 2012 12
Create Outbound Delivery and Goods Issue screen Freight Forwarder ABC Cargo Worldwide (S100800) Source Logistics Area ID Warehouse (2100-0) The value is defaulted by the system. Actual Quantity Click Propose Quantities. Click Release. Make a note of the generated outbound delivery ID. 3.2.6 Check Intercompany In-Transit Deliveries (optional) WAREHOUSE91 (Warehouse Manager / Chris Jones) Outbound Logistics Common Tasks: View Intercompany In-Transit Deliveries View Intercompany In-Transit Deliveries view Show list Delivery Date On or Later Than All Delivery in Transit <actual date> System default Product ID Stove Pipe Set (P110220) Click Go. Check the shipment date of the delivery. Click Close. July 28, 2012 13
3.2.7 Post Goods Receipt WAREHOUSE01P (Warehouse Manager / Luther Loblanski) Inbound Logistics Inbound Delivery Notifications Inbound Delivery Notifications view Show list All Delivery Notifications by Selection Click Advanced and make the following entries. Purchase Order ID <purchase order no> Enter the purchase order number you created in the first step, click Go. Create Inbound Delivery and Goods Receipt screen Target Logistics Area ID Central Warehouse (P1100-20) Select the delivery notification and click Post Goods Receipt. Check if it is correct. Actual Quantity <quantity> Click Propose Quantities to take over the ordered quantity. Click Save and Close. The shipping notification was created automatically via data exchange. 3.2.8 Create Customer Invoice SALES91 (Sales Representative / Katie Sell) Customer Invoicing Invoice Requests July 28, 2012 14
Invoice Requests view Show list And Find Document ID All Invoice Requests <outbound delivery no> Click Go and select the line item for which the customer invoice needs to be created. Click Invoice. Click Release and make a note of the invoice number. 3.2.9 Check Document Flow in Sales Order (optional) SALES91 (Sales Representative / Katie Sell) Sales Orders Sales Orders Sales Order view Show list All Orders Enter the ID of the sales order created previously. And Find In the Sales Orders ID column, click the relevant sales order link. In the Sales Orders overview, click the More tab. You can review the sales order document flow and click Close. July 28, 2012 15
3.2.10 Check Supplier Invoice (optional) What You Should Know The supplier invoice was created automatically via data exchange. In India there could be an exception of tax value due to different tax calculation rules between customer invoice and supplier invoice. You can either accept the difference or change the value in the supplier invoice FINANCIAL02 (Accountant / Iris Green) Supplier Invoicing Invoices and Credit Memos Invoices and Credit Memos view Show list All Documents And Find <your customer invoice> Click Go. Select the line item with your customer invoice ID from the previous step and check the invoice. The invoice has the status Posted. 3.3 Connected Scenarios Please refer to the business scenario document Financial Closing to see how you can check the posting details. July 28, 2012 16
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