SD-Sales & Distribution

IDES (International Demo educational Services) Client 800 is used for the demo

IDES organization strcture for USA listed below.

• Company code 3000
• Purchase organization3000
• Sales Organization 3000
• Distribution Channel10
• Division 00
• Plant/Distribution center 3000
• Storage location0001 not linked to warehouse
• Storage location0088 linked to a warehouse # 088
• Warehouse088
• Storage type 005
• Storage section 001

The Basic Supply Chain Management business processes are

Sales - Procurement - Produce - Warehouse- Transport to Customer- Bill the customer

Sales Business Process or Business Scenarios

We need to make sure that we have valid organization structure (IDES) & Master data

Master Data (Basic data) in SD

• BP(Business Partners)
  • Sold to
  • Ship to
  • Bill to
  • Payer
• Conditions
  • Material pricing condition
  • Freight
  • Surcharges
  • Discounts
  • Tax
• Output messages
  • Printing output condition or messages
  • eMail
  • Fax
  • EDI

OM Order Management (Most common business scenarios)

ITC Inquiry to Cash - No warehouse management

• VA11 Create an inquire
• VA01 Create a sales order
• VL01N Create a delivery
• VL02N Pick from storage location
• VL02N Post it to customer. PGI. Post Goods issue.
• VF01 Bill the customer

ITC Inquiry to Cash - Along with warehouse management

• VA11 Create an inquire
• VA01 Create sales order with reference to inquiry
• VL01N Create delivery
• LT03 Create transfer order
• LT22 Confirm transfer order
• VL02N PGI. Post goods issue
• VF01 Create cutomer billing

QTC Quote to Cash Along with warehouse management

• VA21 Create a quote
• VA01Create sales order with reference to quote
• VL01N Create delivery with reference to sales order
• LT03 Create transfer order with reference to delivery
• LT22 Create a confirmation to transfer order
• VL02N Post the goods to cutomer or PGI
• VF01 Bill the customer

QTC Quote to Cash - NO warehouse management

• VA21 Repeat QTC without warehouse management
• VA01 Sales order
• VL01N Delivery
• VL02N Pick
• VL02N Post
• VF01Bill

STC Sales to Cash - NO warehouse management

• VA01 Create a sales order No warehouse management
• VL01N Create an delivery note with reference to sales order
• VL02NPick
• VL02N Post. PGI. Post goods issue.
• VF01 Bill the customer

STC Sales to Cash - Along with warehouse management

• VA01 Repeat STC with warehouse management
• VL01N Delivery
• LT03Transfer order
• LT22 Confirmation
• VL02N PGI. Post goods issue
• VF01 Bill the customer

Multiple Business process scenarios in Sales & Distribution module

1. STC for OR order type standard order
2. STC for RO order type rush order
3. STC for RAS order type service request
4. STC for RE order type return order
5. STC for AA order type promotion order
6. STC for CS order type cash order
7. STC for RA order type repair request
8. STC for FD order type delivery free of charge
9. STC for CR order type credit memo request
10. STC for DR order type debit memo request
11. STC for CP - Consignment pick up
12. STC for CI - Consignment issue
13. STC for CF - Consignment fill up
14. ITC for IN order type inquiry
15. QTC for QT order type quote orde
16. Intercompany billing scenario - Billing document type IV
17. 3rd party order - Item category TAS
18. Scheduling agreements (Delivery schedules) T.Code VA31
19. Rebate agreements T.Code VBO1
20. Promotion agreements T.Code VB31
21. Contract agreements T.Code VA41
22. Variant configuration order (Custom options selection in sales order)
23. Sales promotions T.Code VC01N_M
24. Sales activities (Sales calls) T.Code VC01N
25. Sales deals T.Code VB21

MM-Material Management

Procurement related scenarios

Master data in MM

• Material master
• Vendor (supplier)
• Purchasing price condition
• Info Records
• Source list
• Fleet
• Freight
• Tax
• Printing output condition or messages
• eMail
• Fax
• EDI

The basic Procurement Business process scenarios

RTP Requisition to pay - No warehouse management

• ME51N Create purchase requisition (no release strategies)
• ME21N Create purchase order
• MIGO Goods receipt
• MIRO Invoice receipt

RTP Requisition to pay - Along with warehouse management

• ME51N Repeat with warehouse management
• ME21N Create PO with reference to purchase requisition
• MIGO Goods receipt with reference to PO number
• LT06 Create transfer orders with reference to GR document
• LT22 Create confirmation to tranfer order
• MIRO Create invoice receipt with reference to PO number

PTP Procure to pay - No warehouse management

• ME21N Create PO
• MIGOGR. Goods receipt.
• MIRO Invoice

PTP Procure to pay - Along with warehouse management

• ME21N Repeat with warehouse management
• MIGO GR. Goods receipt
• LT06 Transfer order
• LT22Confirmation
• MIROInvoice

PTP Procure to pay for a non stock item.

Make sure to select account assignment category 'K' cost center. Enter cost center number.

• ME21N Create PO with out a material master record.
• MIGOGR. Goods receipt.
• MIRO Invoice

Stock stransport order (No. Warehouse management)

• ME21N - Create a PO with a PO type UB. Stock transport order. Enter supply plant.
• VL10B -Create outbound delivery document is generated.
• VL02N - PGI Post goods issue to outbound delivery document
• MMBE - Stock in transit
• MIGO- Goods receipt against outbound delivery document.
• MMBE - Stock received. Invetory levels increses.

Stock stransport order (Along with Warehouse management)

• ME21N - Create a PO with a PO type UB. Stock transport order. Enter supply plant.
• VL10B -Create outbound delivery document is generated.
• LT03 - Create a transfer order
• LT22 - Confirm the transfer order
  
• VL02N - PGI Post goods issue to outbound delivery document
• MMBE - Stock in transit
• MIGO- Goods receipt against outbound delivery document.
• LT06 - Create a transfer order
• LT 22 - Confirm the transfer order
  
• MMBE - Stock received. Invetory levels increses.
• LS26 - To see the stock in warehouse
  

Subcontracting P.O

Make sure to setup a BOM to subcontracting PO even before you create a PO

Make sure to select item category L (subcontracting) while creating a PO in ME21N screen

Business transactions for subcontracting P.O

1. Create PO with anitem category L(sub contracting-ME21N)
2. Issue components to the supplier using 541 movement type.Select tranfer posting for a purchse order on MIGO screen
3. Goods receipt against PO using MIGO transaction
4. Invoice receipt for subcontract work using MIRO transaction

Subcontracting PO with warehouse management

1. ME21N - Create a subcontracting PO.
2. MIGO - Transfer components to subcontractor
3. LT06 - Create a transfer order with reference to material posting document
4. LT22 - Confirm transfer order
5. LS26 - Observe stock reduction at bin level
6. MIGO-Receive goods against purchase order
7. LT06-Tranfer order creation
8. LT22-Confirm transfer order
9. MIRO- Invoice receipt for subcontracting services
10. LS26 - Stock display at bin level

PP & PP-PI

PP Production Planning

(Fabrication, Assembly & Machiningcome underdiscrete manufacturing)

Master Data

• BOM
• Work center
• Standard Routing
• Production version

Manual PP production execution for discrete engineering (No planning, QM & WM)

• CO01 Create production order (No warehouse management)
• Check the Capacity CO02
• Check the input components availability CO02
• Check the cost calculation CO02
• Schedule the production order CO02
• Release the production order CO02
• MIGO issue input components to production order
• CO11N/CO15 Confirmation of each sub operation
• MIGO Goods receipt. Receive finished product into storage location

PP Order manual execution along with warehouse management

• CO01 Repeat Create production order with warehouse management
• Check the Capacity CO02
• Check the input components availability CO02
• Check the cost calculation CO02
• Schedule the production order CO02
• Release the production order CO02
• MIGO issue input components to production order
• LT06 Create a transfer order
• LT22 Create confirmation
• CO11N/CO15 Confirmation of each sub operation
• MIGO Goods receipt. Receive finished product into storage location
• LT06 Create a transfer order
• LT22 Create confirmation
• LS26 To see the stock in warehouse
  

PP-PI Execution Process (No planning)

(Chemical, Food, Oil, gas, life sciences, medical, Bio, Pulp, Pharma. Beverages)

• Master data
  • Resource
  • BOM
  • Master recipe
  • Production version
• Transaction data Business process
• COR1 Create process order no warehouse management.
• Check the Capacity COR2
• Check the input components availability COR2
• Check the cost calculation COR2
• Schedule the process order COR2
• Release the process order COR2
• MIGO issue input components to process order
• COR6N Confirmation of each sub operation/phase
• MIGO Goods receipt. Receive finished product into storage location
• Hands on Example

Process Order Execution with warehouse management and quality management for the final product.

Finished product: TICL2 which is warehouse managed and quality managed.TI is a semi finished Product that is managed in warehouse and it is issued to the process order manually. (No backflush indicators) and there is no quality for TI. CL2 is a raw material which is also managed in warehouse going to be issued manually to the process order but QM is not in the scope.

SAP Steps:

1. COR1. Create and Save.
2. COR2. Change process order, here release the process order and save it
3. MIGO: Goods issue to the process order. Once you save it you get Material Documennumber. Make a note of this number.
4. LT06: Create transfer order with reference the Material Document noted. Hit enter and save it. Make a note of the Transfer Order Number.
5. LT12: Confirm the transfer order,
6. COR6N: Confirm the process order, Phase by Phase. There are two phases 20 and 30. Repeat this operation 2 times.
7. MIGO: Goods receipt from Process order, Save it get a document number make a note ofit.
8. LT06: Create Transfer order with reference to goods receipts Document. Hit enter savemake a not of transfer order.
9. LT12: Create a confirmation to the transfer order.
10. QA02: Results recording, Defects recording, Notifications & Usage decesion

• Process order execution along with warehouse management no QM.
  • COR1 Create process order with warehouse management.
  • Check the Capacity COR2
  • Check the input components availability COR2
  • Check the cost calculation COR2
  • Schedule the process order COR2
  • Release the process order COR2
  • MIGO issue input components to process order
  • LT06 Create a transfer order
  • LT22 Create confirmation
  • COR6N Confirmation of each sub operation/phase
  • MIGO Goods receipt. Receive finished product into storage location
  • LT06 Create a transfer order
  • LT22 Create confirmation

Repetitive Manufacturing - Execution

Identify the organization structure

• Plant = 3000
• Storage location = 0001

Master Data for repetitive manufacturing

PP PP-PI

• BOM Material list
• Work center Recourse
• Rate routing Master recipe
• Production version Production version
• Product cost collector Product cost collector

Execution

1. Back flush - MFBF

Plan to produce

In standard SAP we have SOP. Sales and operation planning.

Plan to produce using SOP with planning strategy 10 along with warehouse management

Identify enterprise structure or company structure for the scenario

• Company code=3000
• Controlling area =2000
• Sales organization =3000
• Distribution channel=10
• Division =00
• Plant=3000
• Storage location=0088
• Warehouse =088
• Storage type=005
• Storage section=001

Create or setup master data

• MRP - Set up planning data in MRP1, MRP 2, MRP 3, & MRP 4 views
• BOM
• Master recipe
• Recourse
• Production versio

Planning & Execution transactions for SOP Business csenario

• Create sales plan (manual inputs MC87)
• Create production plan (Sync' to sales planMC87)
• Transfer the plan to demand management MC87
• Activate the plan MD62
• Review the plan MD62
• View Stock requirement list MD04
• Run single item multi level MRP run MD02
• Save MRP run results.
• View Stock requirement list. MD04 of sodium (raw material or lowest level BOM)
• Convert planned order in to purchase requisition. MD04
• Convert purchase requisition to purchase order. MD04
• Goods receive of sodium the raw material. MIGO
• Repeat the same for chloride (another raw material to make finished product)
• View Stock requirement listof sodium chloride the finished goods. MD04
• Convert planned order in to process order. MD04
• Check the capacity availability COR2
• Check the cost calculation COR2
• Check the material availability of input components COR2
• Schedule the process order COR2
• Release the process order COR2
• Save the process order COR2
• Goods issue to process order MIGO
• Conformation of each phase in each operation. COR6N
• Goods receipt. Reveive the final finished product
• Transfer order LT06. The finished product is a warehouse managed material.
• Conform the transfer order LT22
• Check the stock in the warehouse bins LS26
• Process order settlement KO88
• Technical completion of process order COR2

In standard SAP we have DM. Demand management. We can manage PIR

Plan to produce usingPIR with planning strategy 10 (No warehouse management)

Plan to produce bromide using PIR(Plan Independent Requirement). LSF requirement type.

The Bussiness transactions are

1. Create PIR planned independent requirements. Save.MD61
2. Activate PIR. MD62 and save them.
3. View Stock requirement lists of finished product.MD04
4. Run single item multi level MRP run.MD02
5. Save MRP run &results.
6. View raw material stock requirements list at MD04 (Ex:sulphur)
7. Convert planned order into purchase requisition. MD04
8. Save and refresh the MD04 screen.
9. Convert purchase requisition into purchase order at MD04
10. Save and refresh the MD04 screen
11. Goods receipt for purchase order MIGO.
12. Repeat step 6 to 11 for all raw materials (lower level BOM components)
13. Visit stock requirement list of finished product. The top level BOM item. MD04
14. Convert planned order into process order. MD04
15. Check the material availability of all input components to the BOM. COR2
16. Check capacity availability in COR2
17. Check cost calculaton of the process order. COR2
18. Check the scheduling of the process order in COR2
19. Release process order. COR2
20. Save the order. COR2
21. Issueraw materialsto process order to makefinished productMIGO
22. Confirm the process order.COR6N
23. Receivefinished productinto storage location. MIGO
24. Create sales order. VA01
25. Create a delivery VL01N
26. Pick VL02N
27. Post VL02N
28. Bill VF01
29. Settle the process order KO88
30. Technically complete the process order COR2

MTO Make to Order with planning strategy 20 (No warehouse management)

The Bussiness transactions are

1. Create a sales order for finished product.
2. Take a look at MD04 Stock requirement list. If No stock.
3. Run MRP using MD02.
4. Save MRP results
5. Go to MD04 of raw material and then convert planned order in to Purchase requisition
6. Convert purchse requisition in to purchase order
7. Receive goods (raw materials)
8. Go to MD04 of finished product. Convert planned order in to production order
9. Release the production order. Save the production order.CO02
10. Issue input materials to produce the final product. MIGO
11. Perform confirmation. CO11N or CO15
12. Goods receipt. MIGO
13. Create delivery VL01N
14. Pick the product. VL02N
15. Post the goods to cutomer. VL02N
16. Bill the customer. VF01

Fi & Co

ASAP Accelerated SAP Implementation methodology. The mile stones are:

1.Project Preparation

2.Blue print

3.Realization

4.Final Preparation

5.Go Live

6.Post implementation support

Some of The job roles with in final preparation phase are:

a. Master data validation/data conversion/ testing

a. Validation script with data sets

b. Unit testing/UAT User acceptance testing

a. UT/UAT Script.

c. Integration testing (Testing the business scenarios)

a. Integration test script or SIT (system integration testing)

d. Training

Training document

i. To train a user on a single transaction code

ii. To a manager on a business scenario

As a Testing consultant or Training Consultant or Support consultant

You need hands on expertise on executing the above business scenarios as well

Hands on knowledge to set up master data.

1. End User trainer role

• Responsible for developing Work instructions
• Responsible for the design & development of Training documents

2. Integration testing role

• Responsible to run all transaction codes in a sequence
• Responsible for validation/identification/creation of Master data
• Responsible for validation/identification of Organizational data
• Responsible for validation/identification of Cross functional data
• Responsible to develop Integration test script
• Responsible for validation/identification of BPPs (Business process procedures)

3. UT Unit testing role/UAT user acceptance testing role

• Responsible to run Transaction Code
• Responsible for validation/identification Master data
• Responsible for validation/identification Organization data
• Responsible to develop UT script
• Responsible for validation/identification BPP

Finance

Fi - Finance is all about external reporting (Customers, Vendors, Assets & Business Partners)

Major topics in Finance: GL, AP, AR, Fixed Assets & Bank

GL in Finance

Accounts Payable - Finance

Manual Invoice to a vendor

1. FB60 Invoice to vendor

a. Create a BPP Business process procedure to FB60

b. Develop a UT/UAT script to test FB60 transaction code

c. Develop a Training document to train FB60 transaction code

2. FB02 Change

a. BPP Business process procedure to FB02

b. UT/UAT script to test FB02 transaction code

c. Training document to train FB02 transaction code

3. FK10N account balance

a. BPP Business process procedure to FK10N

b. UT/UAT script to test FK10N transaction code

c. Training document to train FK10N transaction code

Controlling