scm650 - cross-functional customizing sd

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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

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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

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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

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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

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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

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Contents

SCM650

vi

©2006SAPAG.Allrightsreserved.

2006/Q2

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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

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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

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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

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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:


another





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

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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.


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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.


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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.


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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.


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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.


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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.


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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.


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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


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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.


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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


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


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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.


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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 ##�:


channel


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.



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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:


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.


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Exercise 2: Understanding OrganizationalStructures

Exercise Objectives


� 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.



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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?

___________________________________________________


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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


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.



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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#.


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).


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.


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?



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___________________________________________________

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.


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Lesson Summary

You should now be able to:


another






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SCM650 Unit Summary

Unit Summary



another







UnitSummary

SCM650

24


2006/Q2

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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


� 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


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Unit 2: Copying Control SCM650

Lesson: Copying Control

Lesson Overview

Lesson Objectives



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


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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.


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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.


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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


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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.


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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)


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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


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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.


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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.


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Exercise 3: Sales Document - Header

Exercise Objectives


� 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


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.



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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##



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).



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FAX

Customer: T-S50A##



Material: T-AS3##

Quantity: 4

7. Create the order and look at the purchase order data.


________________________________________________________


and note the overall status.

________________________________________________________


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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



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.



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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:


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##




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FAX


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.



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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.



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3. Now test the new configuration for order type ZA## by repeating activity 1-4.

a) Menu path:


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 Item selection.

Reduce the quantity to the required value and choose Copy.


________________________________________________________

a)


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##




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FAX


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.


________________________________________________________

a)


and note the overall status.

________________________________________________________

a) Overall status: completed.

Menu path:





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Exercise 4: Sales Document - Item

Exercise Objectives


� 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.

_______________________________________________________



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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##



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?

_____________________________________________________________


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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


Valid to: End of the following month

Req. delivery date: Default value



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Material: T-AS3##

Quantity: 1

Promotional discount: 30 % (KA00)

a) Create sample quotation:

Menu path:


Choose quotation type ZQ## and enter your data.

Promotional discount:


Choose Add line in the lower part of the screen.

Choose condition type KA00 and enter 30 in the Amount field.


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##




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Material: T-AS3##

Quantity: 1

a) Create documents with reference:

Menu path:


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


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:





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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##�).


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Lesson Summary




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Unit Summary SCM650

Unit Summary




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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


� 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


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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






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.


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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.


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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).


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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.


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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


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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.


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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.


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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.


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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.


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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.


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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.


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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.


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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.


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Exercise 5: Texts in the Sales andDistribution Process

Exercise Objectives



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##.


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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).



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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:


Distribution channel: 12


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Exercise 6: Configuring Text Control

Exercise Objectives


� 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




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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.

____________________________________________________


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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:




Choose Change



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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.



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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:




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:



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FAX Inquiry

Customer: T-S50B##

Clerk: Mr. Smith



Material: T-AS3##

Quantity: 1

a) Create order:

Menu path:


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:



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.



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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:


Choose the order type ZA## and enter the sales area data.

Choose Create with reference.




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:



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



6. Save the order and note the document number.

____________________________________________________

a)


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Exercise 7: Referencing and Copying Texts

Exercise Objectives


� 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



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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.

____________________________________________________


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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



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Material: T-AS3##

Quantity: 1

a) Create the order:

Menu path:


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.



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:


Choose Header message view.

4. Save the quotation and note the document number.

____________________________________________________

a)


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Lesson Summary







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Unit Summary SCM650

Unit Summary







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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


� 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


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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






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.


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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.


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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.


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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.


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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).


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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.


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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.


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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



Unit4:Output

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Exercise 8: Configuring OutputDetermination

Exercise Objectives


� 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.)



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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


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.



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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:


! 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:


! 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.



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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##.



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FAX

Customer: T-S50A##

PO number: ##-1-3


Material: T-AS1##

Quantity: 10

a) Create an order belonging to the order type ZA##:

Menu path:


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


3. What problem has the determination analysis found?

____________________________________________________

a) No fax number could be determined for partner T-S50A##.

4. Terminate order entry!

a)



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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.


a)


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Lesson Summary







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Lesson: Output Processing

Lesson Overview

This lesson describes the basic principles of processing printed output with SAPscript.

Lesson Objectives






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.


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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.


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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)


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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


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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).


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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


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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.


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Exercise 9: Layout Modification for OutputTypes

Exercise Objectives


� 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?

__________________________________________________


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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:



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.



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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:


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.



Unit4:Output

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Exercise 10: Processing your Own OutputTypes

Exercise Objectives



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



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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.


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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.


! 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


! Maintain Output Types

Select the entry ZMAT and choose Processing Routines in the overview

tree.



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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##.


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.



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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


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


3. If output determination is correct, save the delivery.

a)



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4. Print the label.

a) Menu path:


Communication/Printing! Outbound Delivery Output

In the selection screen, enter:

Output type: ZMAT


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.


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Lesson Summary







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Unit Summary SCM650

Unit Summary











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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


� 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


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Unit 5: System Modifications SCM650

Exercise 14: Account Groups / Field Selection Customer Master

Record .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171

Exercise 15: Table Control and Transaction Variants... . . . . . . . . . . . . . . . . . . .179


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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





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.


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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.


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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).


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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).


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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.


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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.


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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.


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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.


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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:


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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.


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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


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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


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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.


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Figure 63: Outlook: Business Add-Ins


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Exercise 11: Elements of SystemModification

Exercise Objectives


� 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)



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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.


_____________________________________________________

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?

______________________________________________________



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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?

______________________________________________________


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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.



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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:


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


Material: T-AS1##

Quantity: 10

Material: T-AS2##

Quantity: 10

a) Create order:

Menu path:




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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 the Additional data A tab page.


_____________________________________________________

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:


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.



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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



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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:


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).


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Exercise 12: Extensions SAP Transactions

Exercise Objectives


� 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�.


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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:


Display

Choose Accounting Overview.

Display the accounting document.

Choose a revenue account item.

The text field should now contain the material number.



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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.


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Lesson Summary






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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




their requirements


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.


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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


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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.


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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.


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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:


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Figure 68: New Field for List of Sales Orders


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Exercise 13: Lists and the ABAP List Viewer

Exercise Objectives


� 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.



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Enter a name that includes the character sequence LO650-##. Choose the

description �Layout group ##�.

3. Define your newly created layout as the initial layout.


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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.



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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:



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



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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:



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.


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Lesson Summary




their requirements


variants


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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




requirements


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.


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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.


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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.


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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.


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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.


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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.


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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.


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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.


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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


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Exercise 14: Account Groups / FieldSelection Customer Master Record

Exercise Objectives


� 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



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� 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##.



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?



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_______________________________________________________

5. Choose the Incoterms FH, save the customer master record and note down the

customer number.

_______________________________________________________


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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.



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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.



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Make the relevant assignments in Customizing for Sales and Distribution.

a) Assign the permitted partner functions to account group Z##:

Menu path:


! 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##.



Division: 00

Account group: Z##

a) Create customer master record:

Menu path:


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.



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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)


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Exercise 15: Table Control and TransactionVariants

Exercise Objectives


� 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


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.



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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.


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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


Material: T-AS1##

Quantity: 10

Material: T-AS2##

Quantity: 10

a) Create an order belonging to the order type OR:

Menu path:


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.



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3. Change the sequence of columns by putting the �Net value� field behind the


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


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.



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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


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Lesson Summary




requirements



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SCM650 Unit Summary

Unit Summary







their requirements


variants



requirements



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Course Summary SCM650

Course Summary


� 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


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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.
