110_erp607_bpd_en_us
DESCRIPTION
free of charge deliveryTRANSCRIPT
EHP7 for SAP ERP 6.0
February 2014
English
Free of Charge Delivery (110)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Business Process Documentation
SAP Best Practices Free of Charge Delivery (110): BPD
Copyright
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
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Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, buttons as well as menu names, paths, and options.
Cross-references to other documentation.
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, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXTKeys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example text
Exact user entry. These are words or 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.
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Contents
Free of Charge Delivery....................................................................................................................... 5
1 Purpose........................................................................................................................................ 5
2 Prerequisites................................................................................................................................ 5
2.1 Master Data and Organizational Data...................................................................................5
2.2 Business Conditions..............................................................................................................7
2.3 Preliminary Steps.................................................................................................................. 8
2.4 Roles................................................................................................................................... 10
3 Process Overview Table.............................................................................................................11
4 Process Steps............................................................................................................................ 12
4.1 Sales Order Entry................................................................................................................12
4.2 Delivery Due List................................................................................................................. 15
4.3 Picking................................................................................................................................. 17
4.4 Check Batches....................................................................................................................18
4.5 Assign Serial Number..........................................................................................................19
4.6 Post Goods Issue................................................................................................................21
5 Follow-Up Processes..................................................................................................................26
6 Appendix.................................................................................................................................... 27
6.1 Reversal of Process Steps..................................................................................................27
6.2 SAP ERP Reports...............................................................................................................29
6.3 Used Forms......................................................................................................................... 30
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Free of Charge Delivery
1 PurposeThis scope item describes the process of providing goods to a customer at no cost. A unique sales order type is created that is non-billing relevant. The order is confirmed based on the availability of goods. A delivery is then created; the goods are subsequently picked, confirmed, and delivered to the customer.
2 Prerequisites
2.1 Master Data and Organizational DataDefault Values
Essential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers.
The business process is enabled with this organization-specific master data, examples are provided in the next section.
Additional Default Values
You can test the scope item with other SAP Best Practices default values that have the same characteristics.
Check your SAP ECC system to find out which other material master data exists.
Using Your Own Master Data
You can also use customized values for any material or organizational data for which you have created master data. For more information on creating master data, see the Master Data Procedures documentation.
Use the following master data in the process steps described in this document:
Master / org. data
Value Master / org. data details
Comments
Material H11 Trading Good for Reg. Trading (MRP planning)
no Serial no.; no batch
See sections Business Conditions and Preliminary Steps.
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Master / org. data
Value Master / org. data details
Comments
Material H12 Trading Good for Reg. Trading (reorder point planning)
no Serial no.; no batch
See sections Business Conditions and Preliminary Steps.
Material H20 Trading Good for Reg. Trading (reorder point planning)
with serial numbers, no batch
Only use if you have activated the building block Serial Number Management (126).
See the sections Business Conditions and Preliminary Steps.
Material H21 Trading Good for Reg. Trading (reorder point planning)
no Serial no.; batch controlled (Exp. Date)
Only use if you have activated the building block Batch Management (117).
See sections Business Conditions and Preliminary Steps.
Material H22 Trading Good for Reg. Trading (reorder point planning)
no Serial no.; batch controlled (FIFO strategy)
Only use if you have activated the building block Batch Management (117).
See sections Business Conditions and Preliminary Steps.
Material F29 Finished Good MTS for Process Industry (PD planning)
no Serial no.; with batch (Exp. Date)
Only use if you have activated the building block Batch Management (117).
See sections Business Conditions and Preliminary Steps.
Material F126 Finished Good MTS for Discrete Industry (PD planning)
with Serial no.; with / w/o batch (FIFO strategy)
Only use if you have activated the building block Serial Number Management (126).
See sections Business Conditions and Preliminary Steps.
Sold-to party 100000 Domestic Customer 00
You can test the scope item using another domestic customer.
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Master / org. data
Value Master / org. data details
Comments
If you want to send form printouts via e-mail instead of using the print functionality, make sure that you have maintained a valid e-mail address in the customer master data. For details, refer to the following documents:
Create Customer Master (155.18)
Printing: Forms adaptation guide.doc
Ship-to party 100000 Domestic Customer 00
Payer 100000 Domestic Customer 00
Plant 1000 (1100)
Storage Location
1030/ 1040 (1130/ 1140)
Shipping (L WM) /
Shipping w/o LWM
Shipping Point
1000 (1100)
Sales organization
1000
Distribution channel
10
Division 10
2.2 Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scope items. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scope item:
Business condition Scope item
You have completed all relevant steps described in the Business Process Documentation Prereq. Process Steps (154).
Prereq. Process Steps (154)
To run through this scope item, the materials must be available in stock. If you use trading goods (HAWA) you can either:
Run through the procurement w/o QM (130) process
Procurement w/o QM (130)
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Business condition Scope item
or
Create stock using transaction MIGO (for details see section Preliminary Steps).
To run through this scope item, the materials must be available in stock. If you use finished goods (FERT) you can either:
Run through the Make-to-Stock Production - Discrete Industry (145) process (for material F126) / the Make-to-Stock Production - Process Industry (146) process (for material F29) or
Create stock using transaction MIGO (for details see section Preliminary Steps).
Make-to-Stock Production - Discrete Industry (145) (material F126)Make-to-Stock Production - Process Industry (146) (material F126)
2.3 Preliminary StepsIn order to run through this scope item, the materials must be available in stock.
Procedure1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (MIGO)
Transaction code MIGO
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management → Consumption and Transfers → Other Goods Movement
2. On the MIGO overview screen, make the following entries:
Field name User action and values Comment
Business Transaction A01 – Goods Receipt
Business Transaction R10 – Other
Movement Type 561 561 – Receipt per initial entry of stock balances into unr.-use
3. Choose Enter.
4. On the Goods Receipt Other screen, on the Material tab, make the following entry and choose Enter:
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Field name User action and values Comment
Material <Material number>
5. On the Goods Receipt Other screen, on the Quantity tab, make the following entry and choose Enter:
Field name User action and values
Qty in Unit of Entry 2
6. On the Goods Receipt Other screen, on the Where tab, make the following entries and choose Enter:
Field name User action and values Comment
Plant <plant>
Storage Location <storage location> Shipping (L WM) /
Shipping w/o LWM
7. On the Goods Receipt Other screen, on the Batch tab, make the following entry and choose Enter:
Field name User action and values Comment
Date of manufacture Enter the current date or a date in the past
Only relevant for material H22 and F29
8. On the Goods Receipt Other screen, on the Serial Numbers tab, make the following entry and choose Enter:
Field name User action and values Comment
Create Serial Nos Automatically
Only relevant for material H20 and F126
9. Choose Enter.
10. Save your entries.
ResultThe material initial balance has been posted.
Financial postings:
Material Debited Accounts Credited Accounts
Cost Element / CO Object
Trading Good (HAWA)
135075
Inventory – Trading Goods
399175
Inventory - Initial Entry of Trading Good Balances
none
Finished Good (FERT)
134000
Inventory - Finished Goods
399140
Inventory - Initial Entry of Finished
none
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Material Debited Accounts Credited Accounts
Cost Element / CO Object
Prd Balances
2.4 RolesBusiness Role Technical Name Process Step
Employee (Professional User)
SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.
Sales Administrator
SAP_NBPR_SALESPERSON_S Sales Order Entry
Warehouse Clerk
SAP_NBPR_WAREHOUSECLERK_S Initialize Stock, Delivery Due List, Check Batches, Assign Serial Number, Picking, Post Goods Issue
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3 Process Overview Table
Process Step
External Process Reference
Business Condition
Business Role
Trans-action Code
Expected Results
Sales Order Entry
Free samples approved by sales and marketing for customer
Sales Administrator
VA01 Order Saved demand created for MRP
Delivery Due List
Materials available to ship
Warehouse Clerk
VL10C Delivery Due List printed, Deliveries created, Warehouse Transfer Order created
Picking Warehouse Clerk
VL06O Picking has been done
Check Batches
Material is batch controlled
Warehouse Clerk
VL02N Batch numbers are assigned to the materials
Assign Serial Number
Warehouse Clerk
VL02N Serial numbers are assigned to the materials
Post Goods Issue
Warehouse Clerk
VL06O The goods issue is posted. The system prints a delivery note and a bill of lading.
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4 Process Steps
4.1 Sales Order Entry
UseIn this activity, you enter a sales order.
PrerequisitesNone
ProcedureOption 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction using the following navigational option:
SAP menu Logistics → Sales and Distribution → Sales → Order → Create
Transaction code VA01
If you have installed the scope item Rebate Processing: Free Goods in your system and you use material H11, the following warning may display: Minimum quantity 1,000 EA of free goods has not been reached. To skip this warning, choose Enter.
If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example, 1040) by using the following path: Goto Item Shipping. In the Stor. Location field, enter the selected storage location (for example, 1040).
2. On the Create Sales Order: Initial Screen, make the following entries:
Field Name User Action and Values
Order Type YBFD (Deliv.Free of Chg Ex)
Sales organization <Sales Organization>
Distribution channel <Distribution Channel>
Division <Division>
3. Choose Enter.
4. Make the following entries:
Field Name User Action and Values Comment
Sold-to Party <Sold-to Party> 100000
Ship-to Party <Ship-to Party> 100000
PO Number <purchase order number>
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Field Name User Action and Values Comment
Order reason <Order reason> For example, 105 - Free of charge sample
Material <Material number>
Quantity <Quantity> For example, 2
5. Save your entries.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction using the following navigational option:
Business Role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business Role Menu
Sales → Customer Cockpit → Customer Cockpit → Access Customer Cockpit
2. Make the following entries and choose Display Customer:
Field Name User Action and Values Comment
Customer Number <Customer Number> 100000
3. On the Customer Cockpit screen, select the following option:
Field Name User Action and Values Comment
Other Activities Create Order
4. On the Create Sales Order screen, make the following entries and choose Continue:
Field Name User Action and Values Comment
Sales Document Type YBFD Deliv.Free of ChgEx
5. On the Deliv.Free of Chg Ex: New screen, make the following entries:
Field Name User Action and Values Comment
PO number <purchase order number>
Order reason <Order reason> For example, 105 – Free of charge sample
Material <Material number>
Order Quantity <Quantity> For example, 2
If you have installed the scope item Rebate Processing: Free Goods in your system and you use material H11, the following warning may display: Minimum quantity 1,000 EA of free goods has not been reached. To skip this warning, choose Enter.
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If you do not want to use Lean Warehouse Management (WM), choose a storage location Shipping w/o Lean WM (for example, 1040) by selecting the item and choosing the Product Availability tab on the screen section next to the Item Overview section. In the Storage Location field, enter the selected storage location (for example, 1040).
6. Choose Save Document.
7. Save your entries.
ResultThe document has been saved.
The printout of the order confirmation is executed automatically and immediately (see settings in SAP GUI transaction VV13 for Output Type BA00 and defaults in your user settings in transaction SU3).
You can also start the printout manually:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics → Sales and Distribution → Sales → Order → Display
Transaction code VA03
1. On the Display Sales Order: Initial Screen, enter the order number. From the menu, choose Sales Document Issue Output to.
2. Select the line with the message type BA00.
3. Choose Print.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business Role Menu
Sales → Sales Orders → Sales Order Processing → Sales Documents Worklist
1. From the Active Queries of category Sales Orders, choose the query Search (refresh the current query if necessary).
If the system displays the message Maintain more selection criteria, choose Show Quick Criteria Maintenance and maintain the criteria accordingly, for. For example, enter for the Sales Document, enter an asterisk (*) and choose Apply.
2. Select your sales order and choose Sales Document in PDF-Format.
3. On the Print Preview screen, choose Print.
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The default settings generate a printout of an order confirmation. If you prefer to send the order confirmation to the customer via e-mail, ensure that all requirements listed in the Quick Guide in the sections Outbound e-mail configuration and Printing are being met and proceed as described below. If you want to switch from printout to sending forms via e-mail in general, on the documentation package, choose Business Info → Forms, then click the Printing: Forms Adaptation Guide link.
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics → Sales and Distribution → Sales → Order → Change
Transaction code VA02
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu
Sales → Sales Orders → Sales Order Processing → Change Sales Order
1. In the Order field, enter the sales order number and choose Enter.
2. On the Change Standard Order: Overview screen choose (NWBC: Menu →) Extras → Output → Header → Edit.
3. On the Create Standard Order: Output screen, select the line already created for the print output and choose Repeat output.
4. On the new line, change the Medium for Output Type BA00 to 5 External send.
5. Select the new line with output type BA00 and choose Communication Method.
6. In the Comm.Strategy field, enter CS01.
7. Change the Logical destination and enter the printer you have defined for the output via e-mail.
8. Choose Enter.
9. Choose Back (F3).
10. Save your entries.
4.2 Delivery Due List
UseIn this activity, you process the delivery due list to create the delivery document.
ProcedureOption 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing one of the following navigation options:
SAP ECC Logistics → Logistics Execution → Outbound Process → Goods Issue
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menu for Outbound Delivery → Outbound Delivery → Create → Collective Processing of Documents Due for Delivery → Sales Order Items
Transaction code
VL10C
2. On the Sales Order Item screen, make the following entries:
Field name User action and values
Comment
Shipping point <Shipping Point>
Delivery creation dates (From)
<enter delivery creation date>
The sales order item delivery date must be equal or greater than the delivery creation date (From)
Delivery creation dates (To)
<enter delivery creation date> + 2 days
The sales order item delivery date must be equal or less than the delivery creation date (To)
3. Choose Execute.
4. Select your sales order and choose Create Delivery in the Background.
5. Position the cursor on the line with the green light and choose Details. In the dialog box, you see the number of the delivery that was created.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction as follows:
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business Role Menu
Warehouse Management → Shipping → Outbound Delivery → Order Fulfillment Worklist
2. On the Delivery Due Orders tab, if Quick Criteria Maintenance does not display, choose the Show Quick Criteria Maintenance button, and then make the following entries:
Field Name User Action and Values Comment
Shipping point <Shipping Point>
3. Choose Apply (refresh the current query if necessary).
4. Select the order you created in the previous process steps.
5. Choose Creation in Background.
6. The system displays the message Delivery <delivery number> has been saved.
ResultA delivery document is created. Batches were automatically determined in case Material H21, H22, F29, F126 has been used. If Lean WM has been set up a WM TO (Warehouse Management Transfer Order) has been created, printed and automatically confirmed. Picking can be done using the printed transfer order.
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The printout of the transfer order is executed automatically and immediately.
You can also start the printout manually:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu
Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Communication / Printing → Single Print Pick Documents
Transaction code
LT31
1. Enter the Warehouse Number and TO Number (you can find this number using transaction VL02N and checking the document flow) and choose Enter.
2. To start the print process, choose Transfer order Print.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business Role Menu
Warehouse Management → Shipping → Transfer Orders → Print TO Manually
1. Enter the Warehouse Number and TO Number.
To find the TO number, from the Business role menu, choose Warehouse Management Shipping Outbound Delivery Display Delivery (VL03n). To check the document flow of your outbound delivery, choose More Actions... Environment Document Flow (F7).
2. To start the print process, from the menu, choose Transfer order Print.
4.3 Picking
UseThe picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.
This step is to be used if lean WM has not been activated.
PrerequisitesNone
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Procedure1. Access the transaction using the following navigational option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Menu
Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Lists and Logs → Outbound Delivery Monitor
Transaction Code
VL06O
2. On the Outbound Delivery Monitor screen, choose For Picking.
3. On the Outbound Deliveries for Picking screen, make the following entry:
Field Name User Action and Values
Shipping point <shipping point>
4. Select the Only Picking without WM checkbox.
5. Choose Execute.
6. Select your delivery note and Choose Subsequent Functions Picking Output.
7. On the Output from Picking screen, select your delivery note and choose Execute.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction using the following navigational option:
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business Role Menu
Warehouse Management → Shipping → Outbound Delivery → Order Fulfillment Worklist
2. On the Picking List (without WM) tab, make the following entries:
Field Name User Action and Values
Shipping point <shipping point>
3. Choose Apply (refresh the current query if necessary).
4. Select your delivery note and choose Display.
5. From the menu, choose Menu Subsequent Functions Output from Picking.
6. To confirm the dialog box, choose Enter.
7. On the Output from Picking screen, choose Execute.
8. On the Output from Picking screen, select your delivery note and choose Execute.
ResultThe picking list EK00 has been printed and the picking quantity at delivery item level has been updated with the requested delivery quantity.
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4.4 Check Batches
UseIn this activity, you assign batch numbers to the materials.
This step is to be used if Batch Management is activated and the material has been classified.
PrerequisitesThis step is to be used if batch management is activated.
ProcedureOption 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction by using one of the following navigational options:
SAP ECC Menu
Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document
Transaction Code
VL02N
2. On the Change Outbound Delivery screen, enter the outbound delivery number and choose Enter.
3. In the Batch Split Indicator column, choose Batch Split Exists.
4. In the Batch field, check the batch number assignment.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction as follows:
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business Role Menu
Warehouse Management → Shipping → Outbound Delivery → Order Fulfillment Worklist
2. Choose the Due for Post Goods Issue tab.
3. Enter the Shipping Point / Receiving Pt: and choose Apply (refresh the current query if necessary).
4. Select your Delivery.
5. Choose Change.
6. In the Batch Split Indicator column, choose Batch Split Exists.
7. In the Batch field, check the batch number assignment.
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ResultBatch numbers are assigned to the materials.
4.5 Assign Serial Number
UseIn this activity, you assign serial numbers to the materials.
Only use this step if serial number management is activated.
PrerequisitesNone
ProcedureOption 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing one of the following navigation options:
SAP ECC Menu
Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document
Transaction Code
VL02N
2. On the Change Outbound Delivery screen, enter the outbound delivery number, and choose Enter.
3. If the material is batch managed, select the material to which you need to assign a serial number, and choose Batch Split (Material F126). If the material is not batch-controlled (for example, Material H20), choose Item Details instead of Batch Split.
4. On the Delivery XXX Change: Item Details screen, select the batch to which you need to assign a serial number and choose (NWBC: Menu ) Extras Serial Numbers. If the material is not batch-controlled (H20), choose (NWBC: Menu ) Extras Serial Numbers.
5. In the Maintain Serial Numbers dialog box, select the serial number from the input help. For testing purposes, choose a serial number from the selection list that has a plant and a storage location assigned to it. Make sure that the serial number comes from the batch determined in step Check Batches (see above) in case the material is batch-controlled (F126). If the system displays a message that you have to enter additional serial numbers, repeat the steps and choose another Serial number.
6. Save your outbound delivery.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction as follows:
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
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Business Role Menu
Warehouse Management → Shipping → Outbound Delivery → Order Fulfillment Worklist
2. Choose the Due for Post Goods Issue tab.
3. Enter the Shipping Point / Receiving Pt: and choose Apply (refresh the current query if necessary).
4. Select your Delivery.
5. Choose Change.
6. Select the material to which you need to assign a serial number, if the Material is Batch Managed, choose Batch Split (for example, Material F126). If the material is not batch-controlled (for example, Material H20), choose Item Details instead of Batch Split.
7. On the Delivery XXX Change: Item Details screen, select the batch to which you need to assign a serial number and Choose Menu Extras Serial Numbers. If the material is not batch-controlled (for example, H20), choose Menu Extras Serial Numbers.
8. In the Maintain Serial Numbers dialog box, select the serial number from the input help. For testing purposes, choose a serial number from the selection list that has a plant and a storage location assigned to it. Make sure that the serial number comes from the batch determined in step Check Batches (see above), in case the material is batch-controlled (for example, F126). If the system displays a message that you have to enter additional serial numbers, repeat the steps and choose another Serial number.
9. Save your outbound delivery.
ResultSerial numbers are assigned to the materials.
4.6 Post Goods Issue
UseIn this activity, you post the goods issue.
PrerequisitesNone
Procedure1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu
Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Outbound Delivery → Lists and Logs → Outbound Delivery Monitor
Transaction code
VL06O
2. Choose For Goods Issue.
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3. Make the following entries:
Field name User action and values
Shipping point <Shipping Point>
4. Choose F8.
5. Select the relevant delivery.
6. Choose Post Goods Issue. On the dialog box, choose today’s date.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction as follows:
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business Role Menu
Warehouse Management → Shipping → Outbound Delivery → Order Fulfillment Worklist
2. Choose the Due for Post Goods Issue tab.
3. Enter the Shipping Point / Receiving Pt: and choose Apply (refresh the current query if necessary).
4. Select your Delivery.
5. Choose Goods Issue.
6. The system issues the message Delivery <delivery number> was posted as a goods issue.
ResultThe goods issue is posted.
Financial postings:
Material Debited Accounts Credited Accounts Cost Element / CO Object
Trading Good (HAWA)
500000 Cost of Gds Sold
135075 Inventory - Trading Goods
none
Finished Good (FERT)
500000 Cost of Gds Sold
134000 Inventory - Finished Goods
none
Delivery Note
The printout of the delivery note is executed automatically and immediately (see settings in transaction VV23 for output type LD00 and defaults in your user settings in transaction SU3).
You can also start the printout manually:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Menu
Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Outbound Delivery → Display
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Transaction code
VL03N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business Role Menu
Warehouse Management → Shipping → Outbound Delivery → Display Delivery
1. On the Display Outbound Delivery screen, enter your outbound delivery and choose from the menu (NWBC: Menu…) Outbound Delivery Issue delivery Output.
2. Select the line with the message type LD00 – Delivery Note.
3. Choose Print.
The default settings generate a printout of the delivery note. If you prefer to send the delivery note to the ship-to party via e-mail, ensure that all requirements listed in the Quick Guide in the sections Outbound e-mail configuration and Printing are being met and proceed as described below. If you want to switch from print-out to sending forms via e-mail in general, check the document Printing: Forms adaptation guide.doc for details.
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu
Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Post Goods Issue → Outbound Delivery Single Document
Transaction code
VL02N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu
Warehouse Management → Shipping → Outbound Delivery → Change Delivery
1. In the Outbound Delivery field, enter the respective delivery number and choose Enter.
2. On the Outbound Delivery xxxx Change: Overview screen, choose (NWBC: Menu →) Extras → Delivery Output → Header.
3. On the Outbound Delivery: Output screen, select the line with Output Type LD00 for the print output and choose Repeat output.
4. On the new line, change the Medium for Output Type LD00 to 5 External send.
5. Select the new line with output type LD00 and choose Communication Method.
6. In the Comm.Strategy field, enter CS01.
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7. Change the Logical destination and enter the printer you have defined for the output via e-mail.
8. Choose Enter.
9. Choose Back (F3).
10. Save your entries.
Bill of Lading
The printout of the Bill of lading is executed automatically and immediately (see settings in SAP GUI transaction VV23 for Output Type YBL1 and defaults in your user settings in transaction SU3).
You can also start the printout manually:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu
Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Outbound Delivery → Display
Transaction code
VL03N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business Role Menu
Warehouse Management → Shipping → Outbound Delivery → Display Delivery
1. Enter your outbound delivery in the Display Outbound Delivery screen, and choose from the menu (NWBC: Menu… ) Outbound Delivery Issue delivery Output.
2. Select the line with the message type YBL1 – Bill of Lading.
3. Choose Print.
The default settings generate a printout of the bill of lading. If you prefer to send the bill of lading to the ship-to party via email ensure that all requirements listed in the Quick Guide in the Outbound e-mail configuration and Printing sections are being met and proceed as described below. If you want to switch from printout to sending forms via e-mail in general, on the documentation package, choose Business Info → Forms, then click the Printing: Forms Adaptation Guide link.
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu
Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Post Goods Issue → Outbound Delivery Single Document
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Transaction code
VL02N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu
Warehouse Management → Shipping → Outbound Delivery → Change Delivery
1. In the Outbound Delivery field, enter the respective delivery number and choose Enter.
2. On the Outbound Delivery xxxx: Overview screen choose (NWBC: Menu →) Extras → Delivery Output → Header.
3. On the Outbound Delivery: Output screen, select the line with Output Type YBL1 already created for the print output and choose Repeat output.
4. On the new line, change the Medium for Output Type YBL1 to 5 External send.
5. Select the new line with output type YBL1 and choose Communication Method.
6. In the Comm.Strategy field, enter CS01.
7. Change the Logical destination and enter the printer you have defined for the output via e-mail.
8. Choose Enter.
9. Choose Back (F3).
10. Save your entries.
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5 Follow-Up ProcessesYou have finished all activities that are part of the business process described in this document.
To accomplish subsequent activities of this business process, carry out the process steps described in one or more of the following scope items, using the master data from this document.
Sales: Period End Closing Operations (203) (optional)
UseThis scope item describes the collection of periodic activities such as day ending activities or legal requirements such as reporting.
ProcedureComplete all activities described in the Business Process Documentation of the scope item: Sales: Period End Closing Operations (203) (Sections Review Incomplete Sales Orders, Review Incomplete SD Documents (deliveries) and Review Outbound Deliveries for Goods Issue) using the master data from this document.
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6 Appendix
6.1 Reversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.
Sales Order Entry
Transaction code (SAP GUI)
VA01
Reversal: Delete Sales Document
Transaction code (SAP GUI)
VA02
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu Sales Sales Orders Sales Order Processing Change Sales Order
Comment From the menu, choose Sales Document Delete.
Delivery Due List
Transaction code (SAP GUI)
VL10C
Reversal: Delete Delivery
Transaction code (SAP GUI)
VL02N
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery Change Delivery
Comment Select menu Outbound Delivery Delete. Step reversal of Transfer Order not possible. But the whole delivery document can still be deleted via VL02N.
Picking
Transaction code (SAP GUI)
VL06O
Reversal: Remove Picking Quantity from Delivery Item
Transaction code (SAP GUI)
VL02N
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Picking
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery Change Delivery
Comment
Check Batches
Transaction code (SAP GUI)
VL02N
Reversal: Edit Batch numbers
Transaction code (SAP GUI)
VL02N
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery Change Delivery
Comment
Assign Serial Number
Transaction code (SAP GUI)
VL02N
Reversal: Edit Serial numbers
Transaction code (SAP GUI)
VL02N
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery Change Delivery
Comment
Post Goods Issue
Transaction code (SAP GUI)
VL06O
Reversal: Reverse Goods Issue
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Post Goods Issue
Transaction code (SAP GUI)
VL09
Business role Warehouse Clerk
(SAP_NBPR_WAREHOUSECLERK_S)
Business role menu Warehouse Management Shipping Outbound Delivery Cancel Goods Issue for Delivery Note
Comment
6.2 SAP ERP Reports
UseThe table below lists the reports that you can use to obtain additional information on this business process.
You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:
Financial Accounting: SAP ERP Reports for Accounting (221)
Logistics Processes: SAP ERP Reports for Logistics (222)
Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.
ReportsReport Title
Transaction code (SAP GUI)
Business Role (NWBC) Business Role Menu (NWBC)
Comment
List of Sales Orders
VA05 Warehouse Manager(SAP_NBPR_WAREHOUSEMANAGER_M)
Warehouse Management Inventory Control Stock Overview
A list of all selected sales orders is displayed.
Outbound delivery monitor
VL06O Sales Manager(SAP_NBPR_SALESPERSON_M)
Sales Sales Orders Reports List of Sales Orders
Monitor for collective processing of deliveries and for obtaining information on general shipping
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Report Title
Transaction code (SAP GUI)
Business Role (NWBC) Business Role Menu (NWBC)
Comment
processing.
Stock Overview
MMBE Warehouse Manager(SAP_NBPR_WAREHOUSEMANAGER_M)
Warehouse Management Warehouse Monitoring Monitor Outbound Delivery Process Outbound Delivery Monitor
A detailed overview of the stock is displayed.
6.3 Used FormsCommon form name
Form type Used in process step
Output type
Technical name
Order Confirmation
SmartForms Sales Order Entry
BA00 YBUS_SDORC
Delivery Note SmartForms Post Goods Issue
LD00 YBUS_SDDLN
Transfer Order SAP Script Delivery Due List YB_LVSTAEINZEL
Pick List SD SAP Script Picking (optional)
EK00 YB_SD_PICK_SINGL
Bill of Lading SmartForms Post Goods Issue
YBL1 YBUS_SDBLD
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