post order management through sap – user manual · pdf filelast changed on: last changed...

Last changed on: Last changed by: Version: 1.0 Page: 8/9/2011 Sanjay Pol/Hitesh Khobragade 1

User Manual_MM_Post order management_CSO

Post Order Management through SAP – User Manual

Current Status of Order

MM-POM-CSO



Revision History

Version Number

Brief description of change

Affected Section(s)

Effective Date Prepared By Reviewed By

0 Post order management CSO User manual

MM 06/08/2011 Sanjay/Hitesh Sanjay Gaikwad



Table of Contents 1. Introduction ..................................................................................................................................................... 4 2. Current status of order (CSO) creation ............................................................................................................ 4 3. Step 1 – Order selection for CSO creation ...................................................................................................... 5 4. Step 2 – CSO information ............................................................................................................................... 5 5. Step 3 - MSR tracking ................................................................................................................................. 9 6. Step 4 (Optional) - PO line item split ...................................................................................................... 11 7. Step 5 - IRN creation ................................................................................................................................ 12 8. Step 6- DCC creation ................................................................................................................................ 15 9. Step 7 - Completing cycle ....................................................................................................................... 17



1. Introduction 1.1 Purpose The document is to be used as a reference for Post order management activities which include Inspection release note (IRN), Dispatch clearance certificate (DCC) creation through SAP along with Post order status management.

2. Current status of order (CSO) creation You can go to the create CSO screen using below transaction code or by clicking on a link. Transaction code: YPOM (Input the transaction code in the command field and hit “Enter” button) Link: http://ascsNVP.srhouse.com:8000/sap/bc/webdynpro/sap/zwdc_pom_app

http://ascsnvp.srhouse.com:8000/sap/bc/webdynpro/sap/zwdc_pom_app



3. Step 1 – Order selection for CSO creation

Enter PO number which is assigned to Inspector and click on ‘Create CSO’ tab. Once CSO number is created against particular PO, this tab cannot be used again. To do any changes further use tab ‘Change CSO’. ‘Display CSO’ is to view CSO already created in read only mode.

4. Step 2 – CSO information CSO screen will have line item details as per the Purchase order. User to enter details viz. Promised delivery date, expected delivery date, Delay reason (in case of delay). Default value of status column will be “Initial”. This explains that Said line item/s is under manufacturing stage.

Enter PO number and click on create CSO



Screen before data input

Screen after data input



Save CSO once data is updated. Once data is inserted CSO should be released.



Once CSO is released, auto generated CSO number is created. Po number followed by sequence number viz. 2700000008 + 001 (first CSO) hence number would be 2700000008001. In case of CSO 2 number would be 2700000008002 and so on. CSO number would be generated every time CSO is released.

Save CSO once number is generated.

Click on Save tab to store data

Click on Release tab to generate CSO number



5. Step 3 - MSR tracking

Fields viz. drawing approval status, drawing status date, QAP approval status, QAP status date, other documents required, Fabrication/mfg status, testing/inspection status, Remarks/area of concern could be filled in this screen.

Click on Post order status tab for MSR tracking



MSR data gets saved once clicked on the tab



6. Step 4 (Optional) - PO line item split This is the new added feature which helps to track PO line item in case of partial dispatch. E.g. In below PO, line item 10 is required to be split into two lines 10.01 and 10.02 based on the partial material availability for inspection. Follow below step in this case

1. Select line item 10 and click on “split select item” tab. Line 10.01 will be created. 2. Enter the quantity available for inspection (assume 2 nos) out of total Po line item

quantity i.e. 10. 3. Again click on “split select line item” tab to create another line 10.02. 4. System will calculate balance quantity automatically (i.e. 8 in this case 10 – 2) 5. It is also possible to further splitting of the lines.

PO line item could be split in below circumstances.

1. PO issued with tolerance– In case of under/over delivery, it is possible to issue IRN / DCC with the actual quantity within PO tolerance.

2. PO split for package item – Possible to split single PO line item into number of sub lines based on the BOM.

Select line and click on tab in case of partial dispatch

Qty automatically calculated and adopted by the system



7. Step 5 - IRN creation Another added feature which facilitates to create Inspection release note. Inspector to select the line items (split line items if already done) and click on ‘Create IRN’ tab. Steps to be followed while IRN creation.

1. Select line items for which IRN needs to be created. 2. Change status from ‘Initial’ to ‘Inspected’ of lines for which IRN creation is required 3. Click on Create IRN tab. 4. Update required data 5. Save IRN and the auto generated number will be created. 6. Release IRN 7. Print IRN

Click on Create IRN tab for Inspection release note creation



Fill all necessary text fields and save IRN. Note: Please always save IRN first and only then release IRN. This will ensure initiation of IRN number generation process. IRN print will only be possible for already released IRN.

Save before releasing IRN



IRN print format



8. Step 6- DCC creation It is also possible to create Dispatch clearance certificate (DCC) using this system. Steps to be followed to create DCC

1. Select lines for which DCC to be created. 2. Change status from ‘Inspected’ to ‘Dispatch concurrence’ of lines for which IRN creation

is required 3. Click on ‘Create DCC tab’ 4. Update require data 5. Save DCC 6. Release DCC 7. Print DCC

Click on Create DCC



Fill all necessary text fields and save IRN. Note: Please always save DCC first and only then release DCC. This will ensure initiation of DCC number generation process. DCC print will only be possible for already released DCC. It is possible to club number of IRN and create one DCC.

Save before releasing DCC



DCC Print Format

9. Step 7 - Completing cycle Once DCC is issued last step is to change the status to ‘Receipt at site’ once material is received at site.

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