es config

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Intro to SAP EnterpriseIntro to SAP EnterpriseSystems ConfigurationSystems Configuration

EGN 5620 Enterprise Systems ConfigurationEGN 5620 Enterprise Systems Configuration

Fall, 2012Fall, 2012

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January 2008January 2008

SAP AG - University Alliances and SAP AG - University Alliances and

The Rushmore Group, LLC 2008. AllThe Rushmore Group, LLC 2008. All

rights reserved.rights reserved. 22

SAP R/3 IntroductionSAP R/3 Introduction

Enables a company to link its businessprocesses

Ties together disparate business

functions (integrated business solution)Helps the organization run smoothlyReal-time environmentScalable and flexible

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SAP R/3 IntroductionSAP R/3 IntroductionCentral relational database

Oracle, Informix, Microsoft SQL, etc.

Client/Server three-tieredERP Components Oriented towards

common identifiable business modules: MM, SD, PP, FI, CO, HR, WM, QM, PMAdd-ons:

Customer Relationship Mgmt (CRM)

Supply Chain Mgmt (SCM) Product Lifecycle Mgmt (PLM)

Business Intelligence (BI)

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Relational DatabaseRelational Database

Tables: Defines and links a couple of tensthousands of tables of information(25,000+)

Advantages Consistent and accurate data

Common definitions for terms

Shared, but restricted usage (e.g., profiles)

Eliminates data redundancy

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Client/Server EnvironmentClient/Server Environment

Client Software/hardware combination that canmake a request for services from a central

repository of resourcesServer

Software/hardware combination that canprovide services to a group of clients in a

controlled environment

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Three-Tier SAP StructureThree-Tier SAP Structure

GUI Graphical User Interface or WebInterface

Application server (one or many)

Database server (one single location)

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January 2008January 2008 SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rightsreserved.reserved. 77

SAP Enterprise System

Database

Application

Presentation

Browser Client

PCs, Laptops, etc.

Network

Application

Servers

Database

Internet

Transaction

Server

Web Server

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Enterprise Systems (history & Evolution)Enterprise Systems (history & Evolution)

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SAP R/3 IntroductionSAP R/3 Introduction

Instance each install of the SAP R/3software on an individual application server

Configurable each instance can be

distinctively configured to fit the needs anddesires of the customer (within limits)

Most of the infrastructure decisions,

including configuration decisions, occurduring project implementation

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SAP ConfigurationSAP Configuration

The process of tailoring SAP software byselecting specific functionality from a list ofthose supported by the software, very

much like setting defaults (e.g., Word,Access)

DOES NOTinvolve changes to the

underlying software code

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Programming Code ModificationsProgramming Code Modifications

Changes to the delivered code

ABAP/4 Advanced Business Application

Programming (ABAP)

This should be done carefully as it canmake migration to new versions of the

software much more difficult

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SAP Data TypesSAP Data Types

Required data types:

1.Organizational levels (data, elements)

2.Master data

3.Transaction data

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Data type: Organizational levelsData type: Organizational levelsDefines the enterprise structure in terms of legal or

business purposes, including legal entities, plants, storage

areas, sales organizations, profit centers: Client (e.g., 600)

Highest organizational level Represents the enterprise consisting of many

companies

Company Code (e.g., C099) Identifies legal entities in an enterprise Central organizational element in financial accountingOrganizational levels in Logistics

Plant (e.g. P099)Represents factory, warehouse, office, distribution

center, etc.

Storage locations (e.g., 10, 20, 30)A location within a plant where materials are stored

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Data Types: Organizational levelsData Types: Organizational levels

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Organizational levels in

Accounting Client

Company code

Business area

Controlling area

Operating concern Organizational levels in

procurement

Purchasing organization

Purchasing group

Plant

Storage location

Organizational levels in

fulfillment (sales)Sales organizations

Divisions

Distribution channel

Sales areas

Shipping point

Plant

Storage location

Organizational levels in PP

Plant

Work Center

Storage location

Shipping Point

Data Type: Organizational levelsData Type: Organizational levels

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Procurement

Client GBI

CC US##

Dallas

DL## Miami

MI##S. Diego

SD##

CA##

Toronto

TO##

Shipping PointDL##

Storage Location

RM##

MI## SD## HD## HH##

AU##

Perth

PE##

Central Purchasing Organization(global) GL##Purchasing Org. US##

CC DE##

Heidelb.

HD## Hamburg

HH##

SF##

FG##

MI##

TG##

FG##

MI##

TG##

FG##

MI##

TG##

FG##

MI##

RM##

SF##

FG##

MI##

TG##

FG##

MI##

TO##

TG##

FG##

MI##

PE##

CA##

Purchasing Group North America

N##

PO DE##

PGr Europe

N##

AU##

Asia

AS##

SAP Enterprise Structure ExampleSAP Enterprise Structure Example

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Sales and Distribution

Client GBICredit Control Area (global) GL##

CC US##

SO East

UE##

SO West

UW##

CC CA##

SO East

CE##

SO West

CW##

CC DE##

SO South

DS##

SO North

DN##

CC GB##

SO South

GS##

SO North

GN##

CC AU##

SO South

AS##

SO North

AN##

Distribution Channel

Wholesale WH

Distribution Channel

Internet IN

Divisio

nB

icycle

sB

I

Divisi

on

Accessorie

sA

S

SAP Enterprise Structure ExampleSAP Enterprise Structure Example

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Key Concepts in SAPKey Concepts in SAP

Long term data that represent entities of: Procurement

Vendor Material Info records, source list

Fulfillment (Sales & Distribution) Customer Material Conditions (pricing, output)

Production

Bills of material Work centers Product routings

Data Type: Master data

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Data generated during executing process (steps)combining:Organizational levels

Master data

Situational data (who, what, when, and where)

Example: sales orderOrganizational levels: customer, company code,sales area

Master data: customer master, material masterSituational data: date, time, person, quantities

Types of Data: Transaction data

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The Document concept

An electronic record of transactions

Each transaction creates document(s)

Document types

Financial accounting documents (FI)

Management accounting documents (CO)

Material documents (goods movement)

Others


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SAP R/3 Document PrincipleSAP R/3 Document Principle

Each business transaction that writes datato the database creates a uniquelynumbered electronic document

Each document contains information suchas Responsible person Date and time of the transaction

Commercial contentOnce created, a document can not bedeleted from the database

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Key Concepts in SAPKey Concepts in SAPThe Document Concept: Transaction document

N. OConner Blvd.

Dallas , Texas ,

Phone: +. . . Fax: +. . .

Olympic Protective Gear

Summit Boulevard

Atlanta , GA ,

GBI San Diego Distribution Center

Spear Street

San Diego,

+---

July , July , Ground Destination Net

KPAD Knee Pads Each . , .

EPAD ElbowPads Each . , .

OHMT Off -road Helmets Each . , .

SUBTOTAL $ ,.

SALES TAX Exempt

SHIPPING&HANDLING Included

OTHER N/A

ORDER TOTAL $ , .

,

Authorized by : __________________________________________________

Purchasing Manager

Date : ____________________

Header

Line items

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Key Concepts in SAPKey Concepts in SAPThe Document Concept: Material Document

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PEN, Inc.PEN, Inc.

System ConfigurationSystem Configuration

IntroductionIntroduction

EGN 5620 Enterprise Systems ConfigurationEGN 5620 Enterprise Systems Configuration

Fall, 2012Fall, 2012

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Learning by Creating a ModelLearning by Creating a Model

BusinessBusinessUnderstanding business processes and

their integrative natureUnderstanding SAP organizational

structuresCombining business processes and SAPorganizational structure (i.e.,configuration)

Test the newly configured systemView system outputs - statistics, reports,

and graphics

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Pen Inc.Pen Inc.

Start-up company in the promotional penbusiness

Initially buys and re-sells different lines

of promotion pensSells to both wholesale and retail

procure and distributeLater acquires a production facility to

manufacture its own product produceand distribute

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Enterprise StructureEnterprise Structure

PlantPlant

(P_ _ _)(P_ _ _)

Client (600)Client (600)

Chart ofChart of

AccountsAccountsCompanyCompany

Code (C_ _ _)Code (C_ _ _)

Fiscal YearFiscal Year

VariantVariantCredit ControlCredit Control

AreaArea

PurchasingPurchasing

OrganizationOrganization

PurchasingPurchasing

GroupGroup

ShippingShipping

PointPoint

SalesSales

OrganizationOrganization

DistributionDistribution

ChannelChannelDivisionDivision

Sales AreaSales Area

ControllingControlling

AreaArea

SL10SL10 SL20SL20

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Company configurationCompany configuration

Pen Inc. _ _ _US manufacturing Company Vermillion SD, US

Facilities:One manufacturing plant with warehouse inVermillion (Plant)

Work Center Storage Location

10 for Trading and finished goods

20 for Quality

30 for Raw materials

Shipping point Sales Organization

Purchase Organization

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The company to be configuredThe company to be configuredCost Center Standard Hierarchy

ADMIN_ _ _ (Cost Center Group)

Acct-Finance

Administration

Purchasing

Information TechSales _ _ _ (Cost Center Group)

Sales

Marketing

Distribution-Production Cost Center _ _ _ (Cost Center Group) Warehouse

Production

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Pen Inc. : The companyPen Inc. : The companyProducts

Trading MaterialsBPEN _ _ _ (Barrel Pen)

CPEN _ _ _ (Click Pen)

PPEN _ _ _ (Premium Pen)

Box _ _ (Pen Box)

Finished productsEPEN _ _ _ (Executive Pen)

ESET _ _ _ (Executive Set)

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Pen Inc. : The companyPen Inc. : The company

Customers

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Suppliers

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Pen Inc.: Key ProcessesPen Inc.: Key Processes

Procurement (buy) Fulfillment (sell)

Production (make)

Material planning (plan)

Financial Accounting (track) Management Accounting (track)

Inventory and Warehouse Management (store)

Enterprise Asset Management (maintain)

Customer Service (service) HCM (people)

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The IS of the Pen, Inc. will

integrate and share all services for all businessfunctions in the Vermillion Office

Centralize all ERP functions Achieve the primary business objectives:Reduce Costs

Deliver Best-in-Class Technology to all divisions

Information system requirement

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Exercises: due date 9/17/2012Exercises: due date 9/17/2012

65. Initialize Fiscal Period for Company Code

66. Maintain Plant Parameters for MaterialManagement

67. Activate Materials Requirements Planning

68. Define Attribute for Material Types

71. Define Posting Periods Variant72. Open and Close Posting Periods73. Assign Posting Periods Variant to Company Code

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Exercises: due date 9/17/2012Exercises: due date 9/17/2012

74. Create Tolerance Groups for Account Postings

75. Setup Payment Program76. Create Tolerance Groups for Accounts Receivable

and Accounts Payable77. Create Financial Accounting (FI) Document

Numbers78. Review Document Types (Only Watch, and dont

make any changes)79. Post Initial Cash Investment by Owners80. Post Purchase of Operating Supplies

81. Display and Review General Ledger AccountBalances and Individual Line Items (Only Watch,and dont make any changes)

es config

Documents