bpi-bike exercises (3-3-08) detailed version.doc

7/24/2019 BPI-Bike Exercises (3-3-08) Detailed Version.doc

1/109

Global Bike Company Overview Exercises

- Detailed Instruction Version -

Version !"# $elease %arc& '##()

SAP NetWeaver

SAP SCM

SAP PLM

SAPSRM

SAPCRM

SAP

ERP


2/109

GLOBALBIKEINCORPORATED OVERVIEW

Sales and Distributin !SD"

Version !"# $elease %arc& '##( *a+e ' ,* .niversity lliance *ro+ram


3/109


E#er$ise SD %& Create Sales Order

In t&is exercise we will create a sales order /or /ive ,tream 01 '(2 bikes to t&e3eartland Bike Company" 4o start t&e sales order process5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,alesOrderCreate6

4&is will produce t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e 1 ,* .niversity lliance *ro+ram

Expand t&e menu pat&5t&en double-click on Create

Enter6OR/or Order 4ype5''A% /or ,ales Or+ani8ationW(/or Distribution C&annel)%/or Division

4&en click on t&e enter icon


4/109


Order type OR is a standard sales order" Ot&er order types can be implemented5 likecas& sale5 rus& order5 consi+nment sale5 etc" 4&e ,ales Or+ani8ation5 DistributionC&annel and Division de/ine t&e Sales Area5 w&ic& will determines many o/ t&e terms o/t&is sale like pricin+" /ter enterin+ t&e data s&own in t&e screen above5 click on t&e

enter icon )5 w&ic& will produce t&e /ollowin+ screen6

9irst5 we need to enter t&e customer number /or t&e ,old-to party" ,ince most peoplecan:t remember customer numbers5 we will use t&e searc& capability to /ind ourcustomer;3eartland Bike Company" Click on t&e ,old-to party text box5 t&en click on

t&e searc& icon5 w&ic& will produce t&e /ollowin+ pop-up window6

Version !"# $elease %arc& '##( *a+e < ,* .niversity lliance *ro+ram

Click on t&e ,old-to party text box5t&en click on t&e searc& icon

4abs allow you to speci/ydi//erent searc& criteria"

Values in t&e text boxes areused to /ilter t&e searc&

%ake sure t&at only ''A%is entered /or ,alesOr+ani8ation5 W( /or Distribution C&annel and)%/or Division5 t&en click on enter


5/109


/ter enterin+ t&e values s&own above and clickin+ on t&e enter icon )5 you will +et

a list o/ customers t&at meet t&e searc& criteria6

=ou can select (eartland Bi*e C+,an-by double-clickin+ on it" >&en you do5 t&e

searc& result window will close5 and t&e customer number /or.O/R COP.o/ t&e3eartland Bike Company will be entered in t&e ,old-to party text box6

0ext5 you must enter t&e *O purc&ase order) number /or t&is transaction" 4&e *Onumber is supplied by t&e customer and it t&e number t&e customer:s purc&asin+department uses to track t&is transaction" >&en we save t&is sales order5 t&e ,*system will assi+n a sales order number to t&is transaction5 w&ic& is t&e number we t&esupplier) will use to track t&is transaction" >e enter t&e *O number supplied by t&ecustomer in t&is sales order screen so t&at we can re/erence t&is document by t&ecustomer:s *O number" 9or t&e purposes o/ t&is exercise5 you can enter anycombination o/ numbers and letters up to 1? c&aracters in len+t&) /or t&e *O number"

Version !"# $elease %arc& '##( *a+e ? ,* .niversity lliance *ro+ram

Double-click on (eartland Bi*eC+,an-to select it

0ote6 =our customer numberwill be di//erent

0ext5 enter any combination o/numbers and letters up to 1?c&aracters) /or t&e *O number


6/109


0ext5 we need to enter t&e *O date" >e want to enter today:s date5 and rat&er t&antypin+ in t&e date5 we can use t&e searc& capability to simpli/y t&is task" 9irst5 click ont&e *O Date /ield5 t&en press t&e 01key6

Version !"# $elease %arc& '##( *a+e @ ,* .niversity lliance *ro+ram

Click on t&e *O date /ield5t&en press t&e 01 key


7/109


/ter pressin+ t&e 9< key5 you will +et t&e /ollowin+ pop-up calendar window6

/ter pressin+ t&e 02key5 t&e current date will be entered in t&e *O Date /ield6

0ext5 we want to set t&e customer:s reAuired delivery date to t&ree days /rom now" 4o

do t&is5 click on t&e Re34 deli54 date/ield5 t&en press t&e 01key" 4&is will a+ainproduce t&e calendar pop-up window6

Version !"# $elease %arc& '##( *a+e ,* .niversity lliance *ro+ram

4o select t&e current date /rom t&ecalendar window5 press t&e 02key

4&e current date is nowentered /or t&e *O Date

0ext5 click on t&e $eA" deliv"date /ield5 t&en press t&e 01key


8/109


0ow we need to speci/y t&at t&is customer wants to by t&e ,tream 01 '(2 bike" 9or t&esales order /orm5 we need t&e material number /or t&is product5 and t&e searc&capability will allow us to /ind t&is number easily" 9irst5 click on t&e /irst material/ield5 t&en click on t&e searc& icon6

Clickin+ on t&e searc& icon will produce t&e /ollowin+ pop-up window6

Version !"# $elease %arc& '##( *a+e ( ,* .niversity lliance *ro+ram

4oday:s date is indicated by a box

Double-click on t&e date t&reedays /rom today to select it

Click on t&e material /ield5 t&enclick on t&e searc& icon


9/109


4o easily +et a list o/ bikes t&at we can sell5 we can use t&e Sales +aterial b-des$ri,tintab" >e can +et a list o/ t&e searc& tabs by clickin+ on t&e /ar-ri+&t icon to+et a list o/ tabs5 t&en selectin+ Sales +aterial b- des$ri,tin6

Enter ''A%/or ,ales Or+ani8ation and W(/or Distribution c&annel5 t&en click on t&e

enter icon )" 4&is will produce a list o/ bikes t&at GBI sells6


Click on t&is icon to +et a list o/

tabs /or searc& options5 t&enselect Sales +aterial b-des$ri,tin

Enter ''A%/or ,ales Or+ani8ationand W(/or Distribution C&annel5t&en click Enter


10/109


Double-click on t&e ,tream 01 '( to select it6

Version !"# $elease %arc& '##( *a+e !# ,* .niversity lliance *ro+ram

Double-click on t&e ,tream 01 '(to select it


11/109


Version !"# $elease %arc& '##( *a+e !! ,* .niversity lliance *ro+ram

Click on t&e Order uantity text box5enter 65 t&en click on t&e enter icon

%aterial number /or t&e ,tream01 '(2 bike is entered


12/109


Enter t&e order Auantity o/ 65 t&en click on t&e enter icon )" 4&is will cause t&e ,*

system to c&eck t&e data we:ve entered and call up addition data /rom t&edatabase" 9irst5 we will +et an in/ormation messa+e6

/ter clickin+ on t&e enter icon o/ t&e in/ormation messa+e5 we will +et additional dataon t&e sales order screen6

si+ni/icant amount o/ data retrieval and calculation &as occurred as a result o/ clickin+

on t&e enter icon )" One o/ t&e t&in+s t&at occurred was t&e calculation o/ t&e

price /or t&is order" >e can easily see t&e details o/ t&is calculation process" 9irst5

select t&e line wit& t&e ,tream 01 '( bike5 t&en click on t&e pricin+ icon )6

Version !"# $elease %arc& '##( *a+e !' ,* .niversity lliance *ro+ram

Click on t&e enter icon toacknowled+e t&e messa+e

Customer address data is now presented4&e price /or t&is order &as been calculated4&e total s&ippin+ wei+&t &as been calculated4&e description o/ t&e bike is now presented


13/109


,electin+ t&e ,tream 01 '(2 line and clickin+ on t&e pricin+ icon will produce t&e/ollowin+ screen6

Version !"# $elease %arc& '##( *a+e !1 ,* .niversity lliance *ro+ram

Click on t&e block to t&e le/t o/ t&e line to

select it5 t&en click on t&e pricin+ icon

Details o/ t&e price calculationprocedure are providedClick on t&e back icon to returnto t&e sales order screen"


14/109


4&is screen s&ows t&at eac& bike costs '##5 and no discounts or surc&ar+es &avebeen applied" It also s&ows t&at GBI s&ould make '? pro/it per bike sold"

Click on t&e back icon ) to return to t&e sales order screen" Click on t&e save icon

) to save t&e sales order6

/ter clickin+ on t&e save icon )5 note t&at ,* will assi+n a sales document

number to t&is sales order bottom-le/t o/ screen)6

4&e sales order screen is a+ain blank5 ready /or anot&er sales order to be entered"

Version !"# $elease %arc& '##( *a+e !< ,* .niversity lliance *ro+ram

Click on t&e save icon to savet&e sales order


15/109


Click on t&e exit icon ) to return to t&e ,* Easy ccess screen"

Version !"# $elease %arc& '##( *a+e !? ,* .niversity lliance *ro+ram


16/109


E#er$ise SD 2& Create Deli5er- Nte 7r Sales Order

4o be+in processin+ t&e sales order5 a delivery document must be created" 4o do t&is5/ollow t&e menu pat&6

7o+istics,ales and Distribution,&ippin+ and 4ransportationOutbound

DeliveryCreate,in+le Document>it& $e/erence to ,ales Order6


Version !"# $elease %arc& '##( *a+e !@ ,* .niversity lliance *ro+ram

Enter ''A2/or ,&ippin+ *ointEnter a selection date one

week /rom today you can use01 to call up t&e calendarwindow)4&e sales order number s&ouldbe entered automatically4&en click on t&e enter icon

0ote6 I/ you lo+ o// t&e ,* system a/tercreatin+ t&e sales order5 t&e sales ordernumber will not be entered automatically"=ou can searc& /or you sales order numberusin+ t&e Sales d$u+ents b- $ust+ertab" Enter your sales or+ani8ation ''A%)and transaction +roup )sales order)"


17/109


/ter enterin+ t&e s&ippin+ point and veri/yin+ t&e ot&er data5 click on t&e enter icon

)5 w&ic& will produce t&e /ollowin+ screen6

0otice t&at in/ormation /rom t&e sales order document &as been copied into t&e new

delivery document" Click on t&e save icon ) to create t&is document" In

creatin+ t&e delivery document5 t&e ,* system per/ormed a material availabilityc&eck to make sure t&at t&e material was available to meet t&e customer:s reAuireddelivery date"

Once t&e delivery document &as been created5 materials mana+ement personnel in t&eware&ouse can be+in processin+ t&e sales order;pickin+5 packin+ and s&ippin+"

0ote t&at a t&e ,* system will assi+n a uniAue number /or t&is new delivery document"4&is number will appear in a messa+e at t&e lower-le/t corner o/ t&e screen6

Version !"# $elease %arc& '##( *a+e ! ,* .niversity lliance *ro+ram

Click on t&e save icon to createt&e delivery document


18/109


E#er$ise SD 8& Pi$* Materials n Deli5er- Nte

4&e next step in t&e delivery process is to record t&e pickin+ o/ t&e materials in t&edelivery document" *ickin+ an order is t&e process o/ takin+ material /rom itsstora+e location and movin+ it to a packin+ area" 4o record t&e pickin+ o/ t&ematerial5 we will actually make a c&an+e to t&e delivery document" 4o c&an+e t&edelivery document5 /ollow t&e menu pat&6


DeliveryC&an+e,in+le Document


Version !"# $elease %arc& '##( *a+e !( ,* .niversity lliance *ro+ram

0ote6 I/ you lo+ o// t&e ,* system a/tercreatin+ t&e delivery document5 t&e deliverydocument number will not be enteredautomatically" =ou can searc& /or your delive

document usin+ t&e tab Outbund Deli5er-&Nt Psted 7r Gds Issue"

4&e Outbound Delivery documentnumber s&ould be entered automatically"Click on t&e enter icon


19/109


/ter clickin+ on t&e enter icon )5 you will +et t&e /ollowin+ screen6

4o enter t&e picked Auantity5 click on t&e *ickin+ tab5 w&ic& will produce t&e /ollowin+6

/ter enterin+ 8)/or ,7oc stora+e location;t&e area o/ t&e ware&ouse w&ere t&e

material was picked /rom) and 6/or t&e picked Auantity5 click on t&e save icon ) to

save t&e pickin+ in/ormation" =ou s&ould +et t&e /ollowin+ messa+e at t&e bottom-le/tcorner o/ t&e screen6


Click on t&e Pi$*in9tab

Enter 8)/or ,7oc stora+e location)and 6/or t&e picked Auantity5 t&enclick on t&e save icon


20/109


E#er$ise SD 1& Pst Gds Issue

*er/ormin+ t&e *ost +oods issue reduces unrestricted stock material available to sell tocustomers) to re/lect t&e inventory s&ipped an inventory control /unction" In addition5le+al owners&ip o/ t&e +oods c&an+es &ands /rom you to t&e customer as t&e +oodsleave t&e plant 9OB s&ippin+ point) or w&en t&e +oods are received by t&e customer9OB destination)" 9rom an accountin+ perspective5 bot& inventory and costs o/ +oodssold are impacted by t&is transaction" 4&e system re/lects t&at t&e materials are nolon+er available in stock at t&e time o/ post +ood issue re+ardless o/ t&e s&ippin+ terms"

*ostin+ t&e +oods issue is anot&er c&an+e to t&e delivery document" 4o do t&is5 /ollowt&e menu pat&6




/ter con/irmin+ t&at you &ave t&e delivery document number5 click on t&e Pst GdsIssueicon" =ou s&ould +et t&e /ollowin+ messa+e at t&e bottom-le/t corner o/ t&escreen6

Version !"# $elease %arc& '##( *a+e '# ,* .niversity lliance *ro+ram

Con/irm t&at t&e deliverydocument number is entered5t&en click on t&e Pst GdsIssue icon

0ote6 I/ you lo+ o// t&e ,* system a/tercreatin+ t&e delivery document5 t&e deliverydocument number will not be enteredautomatically" =ou can searc& /or your deliverydocument usin+ t&e tab Outbund Deli5er-&Nt Psted 7r Gds Issue"


21/109


E#er$ise SD 6& Create Billin9 7r Cust+er

0ow t&at t&e bikes are bein+ s&ipped to t&e customer5 it is important to invoice t&ecustomer /or t&e bikes so t&at payment can be received" 4o do t&is5 /ollow t&e menupat&6

7o+istics,ales and DistributionBillin+Billin+ Document*rocess Billin+

Due 7ist


/ter con/irmin+ t&e correct sales or+ani8ation is speci/ied5 click on t&e Dis,la- Bill Listicon" 4&is will produce t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e '! ,* .niversity lliance *ro+ram

%ake sure ''A%is entered /or,ales Or+ani8ation5 t&en clickon t&e Display Bill 7ist icon

Click on t&e Collectivebillin+ document icon


22/109


4&e system will indicate t&at t&e invoice &as been created by turnin+ t&e &i+&li+&t o// ont&e delivery line6

Click on t&e exit icon ) twice to return to t&e ,* Easy ccess ,creen"

Version !"# $elease %arc& '##( *a+e '' ,* .niversity lliance *ro+ram

3i+&li+&t is turned o// a/ter t&e invoice is created


23/109


E#er$ise SD :& Pst Re$ei,t 7 Cust+er Pa-+ent

>e assume t&at our customer5 3eartland Bike Company5 &as mailed us t&e payment /ort&e bike order in t&e /orm o/ a c&eck" Be/ore we deposit t&e customer:s c&eck5 we needto record t&e receipt o/ t&is payment" 4o do t&is5 /ollow t&e menu pat&6

ccountin+9inancial ccountin+ccounts $eceivableDocument

EntryIncomin+ *ayments


/ter enterin+ t&e in/ormation above5 click on t&e ccount /ield5 t&en click on t&e searc&icon to +et t&e searc& pop-up window6

Version !"# $elease %arc& '##( *a+e '1 ,* .niversity lliance *ro+ram

.se t&e 01;02 /unction keys toenter t&e current date /or t&edocument dateEnter6

''A%/or Company Code/SD/or CurrencyF$ate%))%'' /or ccount%)))/or amount

4&en click on t&e account /ield5t&en t&e searc& icon5 to searc&/or t&e customer number /or3eartland Bike Company


24/109


/ter enterin+ ''A%on t&eCust+ers !b- $+,an- $de"tab5 click on t&e enter iconand you will +et t&e /ollowin+ results6

/ter selectin+ t&e 3eartland Bike Company5 click on t&e *rocess open items icon6

Version !"# $elease %arc& '##( *a+e '< ,* .niversity lliance *ro+ram

,elect t&e Cust+ers !b-$+,an- $de" tab< enter''A%/or Company Code andt&en click on t&e enter icon

Double-click on 3eartland Bike Company to select it


25/109


/ter clickin+ on Pr$ess ,en ite+s5 you will +et t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e '? ,* .niversity lliance *ro+ram

Click on Pr$ess ,en ite+s


26/109


Double-click on t&e %


27/109


Click on t&e exit icon )5 w&ic& will produce t&e /ollowin+ pop-up window6

4&ere is no data to be lost5 so click on t&e.esicon to return to t&e ,* Easy ccessmenu"


Click on t&e exit icon to exit t&is transaction

Click on.es


28/109


E#er$ise SD =& Re5ie> D$u+ent 0l>

,* provides t&e D$u+ent 0l> tool t&at tracks t&e entire sales transaction process/rom be+innin+ to end" 4&e Document 9low tool is extremely power/ul because it canbe used at any point in t&e sales order process" It provides an audit trail o/ all o/ t&e

documents wit&in t&e order cycle" 9urt&er5 any o/ t&e re/erenced documents can berecalled and easily reviewed in detail drillin+ down) /rom t&e document /low"

4&ere are many ways to access t&e document /low tool" One way is to start bydisplayin+ t&e sales order document" 4o do t&is5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,alesOrderDisplay


4o access t&e document /low tool5 /ollow t&e pull-down menu pat&6

EnvironmentDisplay document /low

Version !"# $elease %arc& '##( *a+e '( ,* .niversity lliance *ro+ram

0ote6 I/ you lo+ o// t&e ,* system a/tercreatin+ t&e sales order5 t&e sales ordernumber will not be entered automatically"=ou can searc& /or you sales order numberusin+ t&e Sales d$u+ents b- $ust+ertab" Enter your sales or+ani8ation ''A%)and transaction +roup )sales order)"

=our sales order number s&ouldbe entered by de/ault"


29/109


4&e document /low /or t&e 3eartland Bike sales order will look like t&e /ollowin+6

/ter selectin+ t&e invoice line and clickin+ on t&e Display document icon5 t&e /ollowin+screen will appear6


ccess t&e document /low tool usin+ t&e pull-downmenu pat& EnvironmentDisplay document /low

ny document can be accessed /rom t&edocument /low" 9or example5 to look at t&einvoice5 click on t&e invoice line5 t&en clickon t&e display document icon


30/109


4o access details o/ t&e invoice5 /ollow t&e pull-down menu pat&6

Goto3eader3eader

>&ic& will produce t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e 1# ,* .niversity lliance *ro+ram

.se t&is pull-down menu pat&to +et details on t&e invoice

0ote details o/ t&e invoice5 like w&ocreated t&e invoice and w&en andt&e customer:s *O number


31/109


Click on t&e exit icon ) to return to t&e document /low" Explore t&e document /low

tool5 t&en click on t&e exit icon ) twice to return to t&e ,* Easy ccess screen"

Version !"# $elease %arc& '##( *a+e 1! ,* .niversity lliance *ro+ram


32/109


E#er$ise SD ?& Create Ne> Cust+er

4&e data entry reAuirements in t&e sales order exercise ,D ! t&rou+& ,D ) wereminimi8ed because muc& o/ t&e data was stored in t&e ,* system" 4&is stored data5known as master data5 simpli/ies t&e processin+ o/ business transactions" In t&e sales

order process5 we used master data about customers5 materials t&e products we sold)and pricin+ to simpli/y t&e sales order process"

In t&is exercise5 we will create t&e master data /or a new customer" 4wo types o/customer data are stored about a customer;sales data and accountin+ data" 4&ecustomer master data is created in t&ree +roups5 or views;+eneral5 accountin+5 andsales" Customers can be created centrally5 meanin+ t&at all views are +eneratedconcurrently5 or responsibility can be distributed so t&at di//erent personnel in t&eaccountin+ and sales areas are responsible /or creatin+ and maintainin+ t&e data int&eir respective views" 9or t&is exercise5 central creation will be used to enter all o/ t&eneeded data to de/ine a new customer"

4o create a new customer5 /ollow t&e menu pat&6

7o+istics,ales and Distribution%aster DataBusiness

*artnerCustomerCreateComplete


Version !"# $elease %arc& '##( *a+e 1' ,* .niversity lliance *ro+ram


33/109


/ter enterin+ t&e data s&owed above5 click on t&e enter icon ) and t&e /ollowin+

screen will appear6


,elect Sld@t ,art-/or t&eaccount +roupEnter6

''A%/or Company code''A% /or ,ales Or+ani8ationW(/or Distribution C&annel)%/or Division

4&en click on t&e enter icon


34/109


/ter expandin+ t&e ,treet ddress /ields5 scroll down to t&e 4ransportation one /ield6

Version !"# $elease %arc& '##( *a+e 1< ,* .niversity lliance *ro+ram

Enter t&e /ollowin+ data6'' Te Bi*e ne/or 0ame'' /or searc& term !=2)1/or *ostal CodePrtland/or City/S/or CountryOR/or $e+ion

4&en click on t&e expand iconto access addition /ields


35/109


Clickin+ on t&e searc& icon /or t&e 4ransportation 8one /ield will produce t&e /ollowin+pop-up window6

/ter selectin+ $e+ion >est5 click on t&e Company Code Data icon6

Clickin+ on t&e C+,an- Cde Dataicon will produce t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e 1? ,* .niversity lliance *ro+ram

,croll down to t&e 4ransportation8one /ield5 t&en click on t&e /ieldand t&en click on t&e searc& icon

Double-click on $e+ion >est to select it

Click on C+,an- Cde Data


36/109


/ter enterin+ t&e data above5 click on t&e *ayment 4ransactions tab and enter t&e/ollowin+ data6

/ter enterin+ t&e Ter+s 7 ,a-+entand clickin+ on t&e Sales Area Dataicon5 t&e/ollowin+ screen will appear6

Version !"# $elease %arc& '##( *a+e 1@ ,* .niversity lliance *ro+ram

Enter6%%)%''/or $econ" accountreconciliation account)))%/or ,ort key

4&en click on t&e paymenttransactions tab

Enter )))%/or 4erms o/payment5 t&en click on t&eSales Area Dataicon


37/109


/ter enterin+ t&e data on t&e Salestab5 click on t&e Si,,in9tab and /ill in t&e/ollowin+ data6

/ter enterin+ t&e data on t&e ,&ippin+ tab5 click on t&e Billin9 D$u+entstab and /illin t&e /ollowin+ data6


%ake sure /SD is entered /or Currencyand %is entered /or Cust"pric"proc"5t&en enter % /or Cust",tats"Grp

4&en click on t&e Si,,in9tab

Enter6)2 normal) /or Delivery *riority)%standard) /or ,&ippin+ Conditions

''A2/or Deliverin+ *lan8/or %ax" partial deliveries

4&en click on t&e Billin+ Documents tab


38/109


/ter enterin+ t&e data s&own above5 click on t&e save icon )" 4&e ,* system willcreate t&e master record /or t&e new customer and assi+n t&e customer a uniAuecustomer number6

Version !"# $elease %arc& '##( *a+e 1( ,* .niversity lliance *ro+ram

Enter60OB and Ori9in Si,,in9 D$*/or Incoterms)))%/or 4erms o/ payment)%/or cct"ass+mt +roup) /or 4ax classi/ication /or all t&ree cate+ories

4&en click on t&e save icon


39/109



Customer number assi+ned to new customer

Click on t&e cancel icon to return tot&e ,* Easy ccess screen


40/109


E#er$ise SD & Create Cnta$t Persn 7r Cust+er

0ow t&at we &ave created t&e master data /or our new customer5 Te Bi*e ne< wecan create t&e master data /or a contact person" 4o contact person is as a subordinate

o/ t&e new customer:s company" 4&e contact person de/ines a speci/ic person tocommunicate wit& w&en dealin+ wit& 4&e Bike one"

4o create a contact person5 /ollow t&e menu pat&6

7o+istics,ales and Distribution%aster DataBusiness *artnerContact

*ersonCreate


>it& t&e customer number /or Te Bi*e neentered in t&e customer /ield5 click on t&e

enter icon ) w&ic& will produce t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e


41/109


Enter t&e reAuired data above5 and any ot&er data you wis&5 t&en click on t&e save icon

)" =our contact person will be +iven a uniAue number6



Enter6%/or VI* mana+ement))))2/or Department purc&asin+))2/or 9unction &ead o/ purc&asin+))))2/or call /reAuency weekly)

Enter w&atever name you wis&5 and /ill inany ot&er data you like5 t&en click on t&esave icon


42/109


E#er$ise SD %)& Can9e Cust+er

4&e contact person created /or 4&e Bike one needs to be assi+ned as a businesspartner wit&in t&e customer master" 4o c&an+e t&e customer master data5 /ollow t&emenu pat&6

7o+istics,ales and Distribution%aster DataBusiness

*artnerCustomerC&an+e,ales and Distribution


/ter makin+ sure t&e correct values are entered in t&e initial screen5 click on t&e enter

icon ) and t&e /ollowin+ screen will appear6



43/109


On t&e Partner 0un$tinstab5 enter CP/or t&e partner /unction5 t&en click on t&eNu+ber/ield and click on t&e searc& icon5 w&ic& will brin+ up t&e /ollowin+ searc&window6

Click on t&e enter icon ) to be+in t&e searc&5 w&ic& will /ind t&e newly-createdcontact person6



44/109


Click on t&e save icon )" 4&is will return you to t&e initial entry screen6

Click on t&e cancel icon ) to return to t&e ,* Easy ccess screen"



45/109


E#er$ise SD %%& Create Cust+er In3uir-

0ow we will enter an inAuiry /rom our new customer5 4&e Bike one" n inAuiry is acustomer:s reAuest to be provided wit& a Auotation or sales in/ormation wit&outobli+ation" n inAuiry can relate to materials or services5 conditions5 and i/ necessarydelivery dates"

4o create an inAuiry5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,alesInAuiryCreate6


Enter t&e data s&own above5 t&e click on t&e enter icon )" 4&is will produce t&e

/ollowin+ screen6



46/109


Click on t&e searc& icon /or t&e Sld@t ,art-/ield5 w&ic& will produce t&e /ollowin+searc& screen6

,elect t&e Customers +eneral) tab5 enter ''/or t&e ,earc& term5 t&en click on t&e entericon )" 4&is will produce t&e new customer6



47/109


4&e Bike one wants a Auote on two products;t&e %ekena and t&e ,tar 7ady Bike '(2"4o /ind t&ese products5 we need to use t&e searc& /unction" Click on t&e material /ield5t&en click on t&e searc& icon6



48/109


Clickin+ on t&e searc& icon will produce t&e /ollowin+ searc& window6

,et t&e searc& criteria5 t&en click on t&e enter icon ) to +et t&e list o/ bicycles6



49/109


/ter selectin+ t&e %ekena bike5 enter a Auantity o/ !#6

$epeat t&e process to enter a Auantity o/ ? o/ t&e ,tar 7ady Bike '(" Click on t&e entericon to determine t&e price /or t&is order6



50/109


4&e total price /or t&ese !? bikes to 4&e Bike one is 15!?"##5 w&ic& is +iven by t&enet value" 4&e Expect"ord"val is a calculated value w&ic& takes t&e net value o/ t&eorder and multiplies it by t&e probability o/ &avin+ an inAuiry /rom t&is customer turn into

an actual order" .se t&e scroll icon to +et to t&e Order probability column6

Version !"# $elease %arc& '##( *a+e ?# ,* .niversity lliance *ro+ram

0ote t&at t&e 0et value is 15!?"##and t&e Expect"ord"val is ?("?#"

.se t&e scroll icon to +et to

t&e order probability column


51/109


4&e order probability o/ 1#H is t&e de/ault value t&at was set /or GBI /or inAuirydocuments" 4&e expected order value is t&en #"1# x 15!?"## ?("?#" >e canc&an+e t&e order probability /or an inAuiry5 w&ic& makes sense as di//erent customerinAuiries would &ave di//erent probabilities o/ becomin+ an actual sales order"

C&an+e t&e order probabilities to ?H5 t&en click on t&e enter icon ) and note t&e

new Expect"ord"val6

Version !"# $elease %arc& '##( *a+e ?! ,* .niversity lliance *ro+ram

4&e order probability is1#H /or eac& item

C&an+e t&e order probability to?H and click on t&e enter iconto update t&e inAuiry5 and t&enew expected order value is'51@"'?


52/109


Click on t&e save icon ) to save t&e inAuiry" 4&e ,* system will assi+n a uniAue

number to t&e inAuiry6


Version !"# $elease %arc& '##( *a+e ?' ,* .niversity lliance *ro+ram


53/109


E#er$ise SD %2& Create Cust+er utatin

n inAuiry presents t&e terms price5 delivery sc&edule) to a customer considerin+ apurc&ase" Auotation is similar5 except t&at it is a le+ally bindin+ o//er /or deliverin+ t&ereAuested product or services"

4&e Bike one would like a /irm Auote /or t&e items in t&e inAuiry created in exercise ,D!!" >e can do t&is easily by copyin+ t&e details /rom t&e inAuiry into t&e new Auotation"4o do t&is5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,alesuotationCreate6


Enter T/or t&e uotation 4ype5 t&en click on t&e icon Create >it Re7eren$e" 4&iswill produce t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e ?1 ,* .niversity lliance *ro+ram

Enter 4 /or uotation 4ype5 t&enclick on Create >it Re7eren$e


54/109


9rom t&e In3uir-tab5 click on t&e In3uir-/ield5 t&en click on t&e searc& icon" 4&is willproduce t&e /ollowin+ searc& window6

Version !"# $elease %arc& '##( *a+e ?< ,* .niversity lliance *ro+ram

%ake sure t&e In3uir-tab isselected5 click on t&e In3uir- /ield5t&en click on t&e searc& icon

Enter ''A%/or ,ales Or+ani8ation5t&en click on t&e Enter icon


55/109


Enter ''A%/or ,ales Or+ani8ation5 t&en click on t&e enter icon )" 4&is will producea list wit& t&e inAuiry /or 4&e Bike one6

Double-click on t&e inAuiry to select it5 and t&e inAuiry number will be copied in t&eCreate >it Re7eren$e window6

Click on t&e copy icon ) to copy in/ormation /rom t&e inAuiry into t&e Auotation

screen6

Version !"# $elease %arc& '##( *a+e ?? ,* .niversity lliance *ro+ram

Double-click on t&e inAuiry to select it

InAuiry number is copiedClick on copy to copy t&ein/ormation /rom t&e InAuiry


56/109


/ter enterin+ a *O number and t&e appropriate dates5 click on t&e enter icon )5

w&ic& will product t&e /ollowin+ warnin+6

Click on t&e enter icon ) to acknowled+e t&e warnin+" 4&is will produce an

in/ormation messa+e6

Click on t&e enter icon ) to acknowled+e t&is warnin+"

Dis$unts

4o encoura+e 4&e Bike one to become a loyal customer5 you &ave been aut&ori8ed to+ive a ?"## discount on eac& %ekena bike5 as well as a ?H discount on t&e entireorder" 4o add t&e ?"## to t&e %ekena bike5 select t&e %ekena line in t&e order5 t&enclick on t&e Item conditions icon )6

Version !"# $elease %arc& '##( *a+e ?@ ,* .niversity lliance *ro+ram

Enter6 PO nu+bero/ your c&oice4oday:s date /or t&e PO date01;02)

date one mont& /rom today /or t&e Valid tdate date one mont& /rom today /or t&e Re34 deli54date4&en click on t&e enter icon

Click on t&e enter icon


57/109


/ter selectin+ t&e line /or t&e %ekena bike and clickin+ on t&e Item conditions icon )5 you will +et a screen t&at s&ows t&e pricin+ details /or t&e %ekena bike6


Click on t&e block to select t&e Me*enaline5 t&en click on t&e Ite+ $nditinsicon


58/109


In ,*5 pricin+ is done usin+ $nditins" 4&e pricin+ procedure de/ines w&ic&condition types are to be used to calculate t&e /inal price" Condtion type PR)) is a+ross price condition" 4o add a discount5 we can add condition type K))1 materialdiscount) wit& a value o/ 6to t&e pricin+ procedure" /ter clickin+ on t&e enter icon5 anew price /or t&e !# %ekena bikes will be calculated6

Version !"# $elease %arc& '##( *a+e ?( ,* .niversity lliance *ro+ram

4o add t&e ?"## discount5 enter K))1/orCn4y condition type) and 6/or t&e amount5t&en click on t&e enter icon


59/109


0ote t&at t&e discount is now applied to t&e order" Click on t&e back icon to return tot&e main Auotation screen" 4o apply a ?H discount to t&e entire order5 /ollow t&e pull-down menu pat&6

Goto3eaderConditions


0ote t&at t&e discount o/ ?"## perbike is now included in t&e priceClick on t&e back icon to return to

t&e main Auotation screen


60/109



4o apply t&e ?H discount5 enter Cn4y condition type) $## 0et Discount) wit& a valueo/ ?5 t&en click on t&e enter icon )" 0ote t&at t&e price does not yet include t&e ?Hdiscount6

Version !"# $elease %arc& '##( *a+e @# ,* .niversity lliance *ro+ram

Enter $## /or Cn4y and ? /or t&eamount5 t&en click on t&e enter icon


61/109


4&e discount is not yet included in t&e pricin+ o/ t&e Auotation" 4o do t&is5 click on t&eactivate icon )6

Version !"# $elease %arc& '##( *a+e @! ,* .niversity lliance *ro+ram

0ote price does not yet includediscount" Click on t&e activate iconto recalculate t&e Auotation pricin+


62/109


4&e ?H discount is now applied" 0ote t&at it is applied to t&e price A0TERt&e ?

discount per %ekena bike" s a /inal detail5 it is +ood practice to document t&e reasont&at t&ese discounts are bein+ +iven" 4o do t&is5 click on t&e Te#tstab6

Clickin+ on t&e Te#tstab produces a screen w&ere notes can be attac&ed to t&eAuotation6

Version !"# $elease %arc& '##( *a+e @' ,* .niversity lliance *ro+ram

Discount is now applied

Click on t&e Te#ts tab


63/109


/ter enterin+ t&e note to support t&e discounts5 click on t&e save icon ) to save t&e

new Auotation" 4&e /ollowin+ messa+e will appear at t&e lower-le/t corner o/ t&e screen6


Version !"# $elease %arc& '##( *a+e @1 ,* .niversity lliance *ro+ram

Enter t&e /ollowin+ note5 t&en click on t&e save icon


64/109


E#er$ise SD %8& Create Sales Order Re7eren$in9 a utatin

4&e Bike one &as a+reed to t&e terms and conditions in t&e Auotation5 and wants toorder t&e bikes in t&e Auotation" s a result5 we can simpli/y t&e order creation processby copyin+ t&e Auotation into a sales order" 4o do t&is5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,alesOrderCreate6


Enter Order 4ype OR5 t&en click on t&e Create >it Re7eren$e icon" 4&is will producet&e /ollowin+ pop-up searc& window6

Version !"# $elease %arc& '##( *a+e @< ,* .niversity lliance *ro+ram

Enter Order 4ype OR5 t&en clickon Create >it Re7eren$e

%ake sure t&e utatintab is

selected5 t&en click on t&e utatin/ield5 t&en click on t&e searc& icon


65/109


%ake sure t&at t&e utatintab is selected5 t&en click on t&e utatin /ield5 t&enclick on t&e searc& icon" 4&is will produce t&e /ollowin+ searc& window6

Version !"# $elease %arc& '##( *a+e @? ,* .niversity lliance *ro+ram

%ake sure you select t&e Sales d$u+entsb- $ust+er tab5 enter ''A%/or ,alesor+ani8ation5 t&en click on t&e enter icon


66/109


/ter double-clickin+ on t&e Auotation5 t&e number /or t&e Auotation will be entered intot&e Create >it Re7eren$ewindow6

>it& t&e uotation number entered5 click on t&e copy icon ) to copy t&e

in/ormation /rom t&e Auotation into t&e sales order screen" =ou will +et t&e /ollowin+messa+e6

Version !"# $elease %arc& '##( *a+e @@ ,* .niversity lliance *ro+ram

Double-click on t&e uotation to select it

Click on t&e copy icon


67/109


4&e note t&at was entered in t&e &eader area o/ t&e Auotation document is displayed asan in/ormation messa+e" Click on t&e enter icon )5 and an vailability Control screen

will appear6


Click on t&e enter icon toacknowled+e t&e messa+e

4oday:s date is used as t&e de/ault$eAuired delivery date

4&e earliest date t&at t&e %ekena bikecan be delivered is in t&e /uture

4&ree options are +iven" 0ot&in+ can

be delivered today5 but t&e entireorder can be delivered in t&e /uture"

,elect eit&er t&e second or t&ird optionto continue


68/109


4&e ,* system per/orms t&e availability c&eck usin+ today:s date as t&e de/aultdelivery date" 4&e %ekena bike cannot be delivered by t&is date5 so t&e systemprovides alternatives" >&en an order cannot be delivered on its reAuired delivery date5t&ere are potentially t&ree options6

!) sin+le s&ipment o/ t&e available Auantity on t&e reAuired delivery date5 wit&cancellation o/ t&e remainin+ portion"') Complete s&ipment o/ t&e order on t&e earliest available date"1) partial s&ipment o/ t&e available Auantity on t&e reAuired delivery date5 wit&

a second s&ipment o/ t&e remainin+ Auantity on t&e earliest available date"

In our case5 option !) is not possible5 w&ile options ') and 1) are identical" ,electeit&er option ') or 1)5 and t&e sales order creation screen will appear6

/ter enterin+ a *O number and today:s date /or t&e *O date5 click on t&e save icon )to save t&e sales order" 4&e ,* system will assi+n a sales order number6


Version !"# $elease %arc& '##( *a+e @( ,* .niversity lliance *ro+ram

Enter a *O number and today:sdate 01;02) /or t&e *O date

0ote t&at t&e $eA"deliv"date is

copied /rom t&e AuotationClick on t&e save icon to save t&esales order


69/109


E#er$ise SD %1& Ce$* St$* Status

>e can c&eck on t&e inventory level o/ t&e bikes in t&e sales order /or 4&e Bike one"4o do t&is5 /ollow t&e menu pat&6

7o+istics%aterials %ana+ementInventory %ana+ementEnvironment,tock,tock Overview6


4o /ind t&e material number /or your bikes5 click on t&e Material/ield5 t&en click on t&esearc& icon" 4&is will produce t&e /ollowin+ searc& screen6

Enter t&e Sales Or9aniatin''A%" and Distribution c&annel W() into t&e Sales+aterial b- des$ri,tin5 t&en click on t&e enter icon to /ind t&e list o/ materials6


Click on t&e Material/ield5 t&enclick on t&e searc& icon

.se t&e /ar-ri+&t icon to selectt&e tab Sales +aterial b-des$ri,tinEnter6

''A%/or ,ales Or+ani8ation

W(/or Distribution C&annel4&en click t&e enter icon


70/109


Double-click on t&e %ekena bike to select it6

4o look at t&e stock level in all locations5 enter ''A2to ''A8 /or plant5 t&en click on t&e

execute icon )" 4&is will produce t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e # ,* .niversity lliance *ro+ram

Double-click on t&e%ekena bike to select it

>it& t&e material numberentered /rom t&e searc& list5enter ''A2to ''A8 /or *lantt&en click on t&e execute icon


71/109


4&is report +ives stock levels /or bot& t&e ,an Die+o distribution center /rom w&ic& Bikeone:s order will be sent) and t&e ot&er distribution center /or GBI5 %iami"

>e can +et more detail on t&e stock o/ %ekena bikes" ,elect t&e ,an Die+o DC5 t&enclick on t&e detailed display icon6

4&e Detailed Display will +ive very speci/ic in/ormation about t&e inventory o/ %ekena

bikes6


0ote t&at stock levels are +iven/or bot& t&e ,an Die+o and%iami distribution centers

Click on t&e ,an Die+o DC5 t&enclick on t&e Detailed Display icon


72/109


Click on t&e enter icon ) to close t&e Detailed Display window5 t&en click on t&e back

icon ) to return to t&e main screen" .se t&e searc& /unction to enter t&e material

number /or t&e ,tar 7ady Bike '(" Click on t&e execute icon ) and review t&e stock

level /or t&is bike"



>e can see t&e !# bikes t&atare part o/ t&e sales order"

Click on t&e enter icon to closet&e Detailed Display window


73/109


E#er$ise SD %6& Dis,la- Sales Order

>it& relatively little user input5 t&e sales order /or 4&e Bike one &as been created" 4&eDisplay ,ales Order transaction provides t&e opportunity to review t&e order in detail"4o display t&e sales order5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,alesOrderDisplay6


4o make sure we &ave t&e correct sales order number5 we will use t&e searc& /unctionto /ind it" Click on t&e order /ield5 t&en click on t&e searc& icon" 4&is will brin+ up t&esearc& pop-up window6


Click on t&e Order /ield5 t&enclick on t&e searc& icon


74/109


/ter enterin+ your sales or+ani8ation ''A%)5 click on t&e enter icon ) to +et a list o/

sales orders6

=ou can sort t&e searc& results list by any o/ t&e columns merely by clickin+ on t&ecolumn &eadin+" s sales order numbers are assi+ned seAuentially5 t&e most recentsales order can be easily /ound by sortin+ by document number and selectin+ t&e lastone on t&e list" /ter double-clickin+ on t&e most recent sales order number5 click on t&eenter icon to display t&e sales order6


Click on t&e &eadin+ D$u+entto sort by document number5t&en double-click on t&e lastitem on t&e list to select it

Enter ''A%/or sales or+ani8ation5t&en click enter


75/109


Clickin+ on t&e enter icon will produce t&e /ollowin+ screen6

,elect t&e ,tar 7ady Bike '(5 t&en click on t&e display availability icon to explore t&estock /or t&is item in detail6


Click on t&e enter icon todisplay t&e sales order

,elect t&e ,tar 7ady Bike '(5 t&enclick on t&e display availability icon


76/109


Clickin+ on t&e Dis,la- S$,e 7 $e$* icon will produce t&e /ollowin+ pop-up window6

4&is screen displays t&e elements t&at considered w&en per/ormin+ t&e availabilityc&eck" 9or example5 In$l4 ,ur$ase rdersis selected5 w&ic& means t&at a purc&aseorder will be considered as available stock /rom its receipt date onward"


4&is screen s&ows t&at5 in t&is case5 t&ere areactually


77/109


Click on t&e cancel icon to close t&e pop-up window5 t&en click on t&e back icon toreturn to t&e overview screen6

/ter selectin+ t&e %ekena bike and clickin+ on t&e item conditions icon )5 t&e/ollowin+ screen will be displayed6


,elect t&e %ekena bike5 t&en clickon t&e Ite+ $nditins icon


78/109


Clickin+ on t&e nalysis icon ) produces t&e /ollowin+ screen6


4&e details o/ t&e price calculation/or t&e %ekena bike are displayedClick on t&e nalysis icon


79/109


4&is screen s&ows t&e pricin+ procedure5 w&ic& is t&e seAuence o/ steps used tocalculate t&e price" 4&e procedure looks /or a number o/ $nditinst&at may apply tot&is item purc&ased by t&is customer" Conditions are prices5 discounts5 surc&ar+es5 etc"

Condition PR))is a price condition5 and establis&es t&e base price /or t&e bike"Expand on t&is condition to see t&e details o/ t&e pricin+ procedure:s searc& /or a price6

In searc&in+ /or t&e price5 t&e procedure /irst looks /or a CustomerFmaterial price5 w&ic&is a price /or a particular customer /or a particular material" It t&en looks /or a price list5w&ic& mi+&t &ave a price /or t&e material /or a customer +roup w&olesale5 retail5 etc") orcurrency" 9inally5 it looks /or a price /or t&e material itsel/" In our case5 t&ere is nospecial pricin+ /or t&is bike wit& t&is customer5 so t&e material price o/ !(?"## is used"

Click on t&e back icon ) twice to return to t&e overview screen6


4&is screen s&ows t&e ,ri$in9 ,r$edureused to determine t&e price

Expand t&e PR))item

4&e pricin+ procedure speci/iesa searc& /or t&e price startin+wit& t&e most speci/ic pricin+ tot&e most +eneric


80/109


4wo discounts were manually applied to 4&e Bike one:s order" >e Justi/ied t&esediscounts wit& a note in t&e Auotation" 4&is note was copied /rom t&e Auotation into t&esales order5 w&ic& we can con/irm by clickin+ on t&e &eader details icon )6

Click on t&e Te#ts tab to view t&e note6

Version !"# $elease %arc& '##( *a+e (# ,* .niversity lliance *ro+ram

Click to display t&e &eader details

Click on t&e Te#ts tab


81/109


K0ote2 t&at t&e note &as been copied"


Version !"# $elease %arc& '##( *a+e (! ,* .niversity lliance *ro+ram

0ote &as been copied Click on t&e exit icon


82/109


E#er$ise SD %:& Start Deli5er- Pr$ess

4o start t&e process t&at will /ul/ill 4&e Bike one:s order5 we need to create a deliverdocument" 4o do t&is5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,&ippin+ and 4ransportation

Outbound DeliveryCreate,in+le Document>it& $e/erence to ,ales Order6


Enter ''A2 /or t&e s&ippin+ point and a Sele$tin dateone week /rom today5 t&en click

on t&e enter icon )6

Version !"# $elease %arc& '##( *a+e (' ,* .niversity lliance *ro+ram

Enter ''A2/or ,&ippin+ *ointEnter a selection date one

week /rom today you can use01 to call up t&e calendarwindow)4&e sales order number s&ouldbe entered automatically4&en click on t&e enter icon

I/ t&e sales order number is not enteredautomatically5 you can searc& /or you salesorder number usin+ t&e Sales d$u+entsb- $ust+ertab" Enter your salesor+ani8ation ''A%) and transaction +roup )sales order)"


83/109


,elect t&e %ekena bike5 t&en click on t&e details icon )5 w&ic& will produce t&e

/ollowin+ screen6

Version !"# $elease %arc& '##( *a+e (1 ,* .niversity lliance *ro+ram

,elect t&e %ekena bike byclickin+ on t&e sAuare5 t&enclick on t&e details icon


84/109


/ter clickin+ on t&e save icon )5 a delivery document will be created wit& a uniAue

document number6


Version !"# $elease %arc& '##( *a+e (< ,* .niversity lliance *ro+ram

4&is screen s&ows t&at t&eorder &as not yet been pickedClick on t&e save icon to savet&e delivery document


85/109


E#er$ise SD %=& Ce$* St$* Status

4o c&eck on t&e inventory /or t&e bikes in t&e sales order /or 4&e Bike one5 /ollow t&emenu pat&6



/ter usin+ t&e searc& /unction to /ind t&e material number /or t&e %ekena5 enter ''A2

to ''A8 /or plant5 t&en click on t&e execute icon )" 4&is will produce t&e /ollowin+

screen6

Version !"# $elease %arc& '##( *a+e (? ,* .niversity lliance *ro+ram

Click on t&e Material/ield5 t&en clickon t&e searc& icon" .se t&e tabSales +aterial b- des$ri,tin>it& ''A%/or ,ales Or+ani8ation andW(/or Distribution C&annel*ick t&e %ekena bike

>it& t&e material number /ort&e %ekena selected5 enter''A2to ''A8 /or *lant t&enclick on t&e execute icon


86/109


,elect t&e ,an Die+o DC5 t&en click on t&e detailed display icon6


Version !"# $elease %arc& '##( *a+e (@ ,* .niversity lliance *ro+ram

,elect t&e ,and Die+o DC5 t&enclick on t&e Detailed Dis,la-

0ote t&at t&e !# bikes /or 4&eBike one order are nows&owed as S$d4 7r deli5er-


87/109


E#er$ise SD %?& Pi$*in9 Materials n Deli5er- Nte

4o record t&e pickin+ o/ t&e material5 we c&an+e t&e delivery document" 4o c&an+e t&edelivery document5 /ollow t&e menu pat&6




/ter clickin+ on t&e enter icon )5 you will +et t&e /ollowin+ screen6

/ter enterin+ 8)/or ,7oc stora+e location) /or and t&e appropriate Auantity /or t&e

picked Auantity /or eac& item5 click on t&e save icon ) to save t&e pickin+


I/ t&e Outbound Delivery documentnumber is not entered automatically5 youcan searc& /or your delivery documentusin+ t&e tab Outbund Deli5er-& NtPsted 7r Gds Issue"Click on t&e enter icon to continue

Click on t&e pickin+ tab5 t&en enter 8)/or ,7oc stora+e location) and t&eappropriate Auantity /or t&e picked

Auantity5 t&en click on t&e save icon


88/109


in/ormation" =ou s&ould +et t&e /ollowin+ messa+e at t&e bottom-le/t corner o/ t&escreen6


Version !"# $elease %arc& '##( *a+e (( ,* .niversity lliance *ro+ram


89/109


E#er$ise SD %& Pst Gds Issue

4o postin+ t&e +oods issue c&an+e t&e possession o/ t&e material /rom GBI to 4&e Bikeone)5 /ollow t&e menu pat&6




/ter con/irmin+ t&at you &ave t&e delivery document number5 click on t&e Pst GdsIssueicon" =ou s&ould +et t&e /ollowin+ messa+e at t&e bottom-le/t corner o/ t&escreen6



Con/irm t&at t&e delivery documentnumber is entered =ou can searc& /or

your delivery document usin+ t&e tabOutbund Deli5er-& Nt Psted 7rGds Issue)5 t&en click on t&e PstGds Issue icon


90/109


E#er$ise SD 2)& Ce$* St$* Status

4o see t&e impact t&at t&e +oods issue /or t&e bikes in t&e sales order /or 4&e Bike one&as &ad on t&e inventory position o/ GBI5 /ollow t&e menu pat&6



/ter usin+ t&e searc& /unction to /ind t&e material number /or t&e %ekena5 enter ''A2

to ''A8 /or plant5 t&en click on t&e execute icon )" 4&is will produce t&e /ollowin+

screen6

Version !"# $elease %arc& '##( *a+e # ,* .niversity lliance *ro+ram

Click on t&e Material/ield5 t&en clickon t&e searc& icon" .se t&e tabSales +aterial b- des$ri,tin>it& ''A%/or ,ales Or+ani8ation andW(/or Distribution C&annel*ick t&e %ekena bike

>it& t&e material number /ort&e %ekena selected5 enter''A2to ''A8 /or *lant t&enclick on t&e execute icon


91/109


,elect t&e ,an Die+o DC5 t&en click on t&e detailed display icon6



0ote t&at t&e available inventory&as c&an+ed,elect t&e ,and Die+o DC5 t&enclick on t&e Detailed Dis,la-

4&e inventory is reduced /rombe/ore by t&e amount t&at usedto appear as S$d4 7r deli5er-


92/109


E#er$ise SD 2%& Create Billin9 7r Cust+er

>it& t&e delivery complete5 t&e customer can be invoiced" 4o do t&is5 /ollow t&e menupat&6

7o+istics,ales and DistributionBillin+Billin+ Document*rocess Billin+

Due 7ist


/ter con/irmin+ t&e correct sales or+ani8ation is speci/ied5 click on t&e Dis,la- Bill Listicon" 4&is will produce t&e /ollowin+ screen6

Click on Indi5idual billin9 d$u+ent5 w&ic& will produce t&e /ollowin+ screen6


%ake sure ''A%is entered /or,ales Or+ani8ation5 t&en clickon t&e Display Bill 7ist icon

Click on t&e Individual billin+ document icon


93/109


4o setup printin+ o/ t&e invoice5 /ollow t&e pull-down menu pat&6

Goto3eaderOutput

w&ic& will call up t&e /ollowin+ screen6

Enter RD)) Invoice) /or Output and select Print ut,ut/or %edium5 t&en click on t&eDisplay Communication met&od ) icon" 4&is will produce t&e/ollowin+ screen6


Enter RD))/or Output andselect Print ut,ut5 t&en clickon C++uni$atin +etd

9ollow t&e pull-down menu pat&Gt(eaderOut,ut


94/109


Enter LOCL/or 7o+ical destination and select Print i++ediatel-5 t&en click on t&e

back icon )6

Click on t&e 0urter dataicon5 w&ic& will produce t&e /ollowin+ screen6


Enter LOCL/or 7o+ical destinationand select Print i++ediatel-5 t&enclick on t&e back icon

Click on t&e 0urter dataicon


95/109


,elect Send i++ediatel- !>en sa5in9 te a,,li$atin"/or Dispatc& time so t&at t&e

invoice will print immediately5 t&en click on t&e back icon )6

Click on t&e back icon ) a+ain6


,elect Send i++ediatel- !>en sa5in9 te a,,li$atin"/or Dispatc& time5 t&en click on t&e back icon

Click on t&e back icon a+ain


96/109


Click on t&e save icon to return to t&e %aintain Billin+ Due 7ist screen6

0ote t&at t&e &i+&li+&t is turned o// on t&e line5 and t&ere is a messa+e at t&e bottom o/

t&e screen6



3i+&li+&t is turned o// a/ter t&e invoice is created

Click on t&e save icon


97/109


E#er$ise SD 22& Dis,la- Billin9 D$u+ent and Cust+er In5i$e

4&e invoice t&at will be sent to 4&e Bike one can be viewed by /ollowin+ t&e menupat&6

7o+istics,ales and DistributionBillin+Billin+ DocumentDisplay


9ollow t&e pull-down menu pat& Billin9 d$u+ent

Issue Out,ut T6

4&is will produce t&e /ollowin+ pop-up window6


I/ t&e billin+ document number isnot entered automatically5 you can/ind it /rom t&e document /lowsee exercise ,D '


98/109


%ake sure t&e invoice line is selected5 t&en click on t&e Print ,re5ie>icon )" 4&is

will produce t&e /ollowin+ screen6


%ake sure t&e line is selected5 t&enclick on t&e *rint preview icon

4&is is t&e invoice t&at will beprinted and sent to 4&e Bike one

Click on t&e back icon


99/109


/ter reviewin+ t&e invoice5 click on t&e back icon )5 t&en close t&e pop-up window

by clickin+ on t&e cancel icon )6

4o review t&e accountin+ implications o/ t&is sale5 click on t&e ccountin+ overview icon"4&is will produce t&e /ollowin+ screen6


Click on cancel

Click on t&e ccountin+ overview icon


100/109



Version !"# $elease %arc& '##( *a+e !## ,* .niversity lliance *ro+ram

$eview t&e accountin+ postin+sdue to t&is sales order


101/109


E#er$ise SD 28& Pst Re$ei,t 7 Cust+er Pa-+ent

/ter 4&e Bike one mails its payment5 it needs to be recorded" 4o do t&is5 /ollow t&emenu pat&6

ccountin+9inancial ccountin+ccounts $eceivableDocument

EntryIncomin+ *ayments


/ter enterin+ t&e in/ormation above5 click on t&e ccount /ield5 t&en click on t&e searc&icon to +et t&e searc& pop-up window6

Version !"# $elease %arc& '##( *a+e !#! ,* .niversity lliance *ro+ram

.se t&e 01;02 /unction keys toenter t&e current date /or t&edocument dateEnter6

''A%/or Company Code/SD/or CurrencyF$ate%))%'' /or ccount2?=4=6/or amount

4&en click on t&e account /ield5t&en t&e searc& icon5 to searc&/or t&e customer number /or4&e Bike one


102/109


s 4&e Bike one was created wit& t&e data set number LL) as a searc& term5 you canuse t&is to /ind 4&e Bike one" /ter enterin+ ''on t&eCust+ers !9eneral"tab5 clickon t&e enter icon and you will +et t&e /ollowin+ results6

/ter selectin+ 4&e Bike one5 click on t&e *rocess open items icon6

Version !"# $elease %arc& '##( *a+e !#' ,* .niversity lliance *ro+ram

,elect t&e Cust+ers !9eneral"tab5 enter ''/or ,earc& term andt&en click on t&e enter icon

Double-click on 4&e Bike one to select it


103/109


/ter clickin+ on Pr$ess ,en ite+s5 you will +et t&e /ollowin+ screen6

Version !"# $elease %arc& '##( *a+e !#1 ,* .niversity lliance *ro+ram

Click on Pr$ess ,en ite+s


104/109


Double-click on t&e 2


105/109


Click on t&e exit icon )5 w&ic& will produce t&e /ollowin+ pop-up window6

4&ere is no data to be lost5 so click on t&e.esicon to return to t&e ,* Easy ccessmenu"

Version !"# $elease %arc& '##( *a+e !#? ,* .niversity lliance *ro+ram

Click on t&e exit icon to exit t&is transaction

Click on.es


106/109


E#er$ise SD 21& Re5ie> D$u+ent 0l>

4&e document /low tool links all documents t&at were used in 4&e Bike one:s salesorder" +ain5 t&ere are many ways to access t&e document /low tool" One way is tostart by displayin+ t&e sales order document" 4o do t&is5 /ollow t&e menu pat&6

7o+istics,ales and Distribution,alesOrderDisplay


4o access t&e document /low tool5 /ollow t&e pull-down menu pat&6

EnvironmentDisplay document /low

Version !"# $elease %arc& '##( *a+e !#@ ,* .niversity lliance *ro+ram

0ote6 I/ your sales order is not displayed5ou can searc& /or you sales order numberusin+ t&e Sales d$u+ents b- $ust+ertab" Enter your sales or+ani8ation ''A%)and transaction +roup )sales order)"

=our sales order number s&ouldbe entered by de/ault"


107/109


4&e document /low /or 4&e Bike one will look like t&e /ollowin+6

Click on t&e exit icon ) to return to t&e ,* Easy ccess menu"

Version !"# $elease %arc& '##( *a+e !# ,* .niversity lliance *ro+ram

ccess t&e document /low tool usin+ t&e pull-downmenu pat& EnvironmentDisplay document /low

$eview t&e documents /or 4&e Bike one:s order


108/109


Materials Mana9e+ent !MM"

Version !"# $elease %arc& '##( *a+e !#( ,* .niversity lliance *ro+ram


109/109


E#er$ise MM %& Create a Pur$ase Order 7r Great La*es Bi*e Su,,l-

E#er$ise MM 2& Create a Gds Re$ei,t 7r te Pur$ase Order

E#er$ise MM 8& Create an In5i$e Re$ei,t 7r+ Vendr

E#er$ise MM 1& Pst Pa-+ent t Vendr

E#er$ise MM 6& Dis,la- Vendr Line Ite+s

E#er$ise MM :& Create a Ne> Vendr

E#er$ise MM =& Create Material Master 7r Tradin9 Gds

E#er$ise MM ?& Dis,la- St$*;Re3uire+ents List

E#er$ise MM & Create a Pur$ase Re3uisitin

E#er$ise MM %)& Dis,la- St$*;Re3uire+ents List

E#er$ise MM %%& Create Re3uests 7r utatin 7r .ur Re3uisitin

E#er$ise MM %2& Maintain utatins 7r+ Vendrs

E#er$ise MM %8& E5aluate utatins n Pri$e

E#er$ise MM %1& ReFe$tin9 utatins

E#er$ise MM %6& Create a Pur$ase Order Re7eren$in9 an R0

E#er$ise MM %:& Create a Gds Re$ei,t 7r te Pur$ase Order

E#er$ise MM %=& Veri7- te P-si$al Re$ei,t 7 Gds

E#er$ise MM %?& Create an In5i$e Re$ei,t 7r+ Vendr

E#er$ise MM %& Dis,la- Pur$ase Order (istr-

E#er$ise MM 2)& Create a Gds Re$ei,t 7r te Pur$ase Order