Day In A Life Manufacturing
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Demo Script Day-in-the-life Manufacturing
for SAP Best Practices Baseline Packages V5.600 / V1.603 Purpose This business cycle overview represents single steps of make-to-stock, procurement-to-pay, and order-to-cash scenarios. The day in the life begins with the identification of demand for a product. After starting with production planning the system notices missing parts and automatically triggers the purchasing and production. After checking the vendor line items the invoices are paid by the automatic payment run. Having all materials for the production process in stock the shop floor manufactures the planned number of finished goods for the warehouse. A sales order is created. The goods are being delivered and charged to the customer. The open items of the customer are paid by an incoming payment. Finally the sales figures are checked via a cumulative income statement and the profitability is analyzed.
©SAP AG 2008
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Questionnaire Dear, We would like to demonstrate the SAP system in a manner that reflects your business. To that end, we would like to get names and basic data that your business uses on a daily basis. In the fields below, please provide us with the following information: 1. Can you give us names and locations for two of your manufacturing plants? PLANT 1000 1100
NAME Production Plant Production Plant
CITY
ZIP
2. What are two typical materials descriptions for finished goods that you produce in plant 1000? MATERIAL MATERIAL DESCRIPTION F126 FIN126,MTS_DI,PD,Batch_Fifo,SerialNo1 H22 Trading Good, Reorder Point,Batch_ExpD
COMMENT Finished Good Make-to-Stock Trading Good
3. Can you provide us two vendor names (and their locations) who deliver complementary raw materials to manufacture finished good F126 listed above? VENDOR 300000 300005
NAME 1 Vendor Domestic 00 Vendor Domestic 05
STREET Hauptstrasse Hauptstrasse
CITY Walldorf Walldorf
STATE 08 08
ZIP 69190 69190
4. Can you provide us two raw materials descriptions that are provided by vendor 300000 to manufacture finished good F126? VENDOR 300000 300000
MATERIAL R16 R17
MATERIAL DESCRIPTION RAW16,PD RAW17,PD
5. Can you provide us one raw material description that is provided by vendor 300005 to manufacture finished good F126? VENDOR 300005
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MATERIAL R18
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MATERIAL DESCRIPTION RAW18,PD
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 6. Can you provide us the raw materials descriptions that are necessary to manufacture finished good F126? MATERIAL R20 R27 S21 S23 S25 S124 R120 R122 R128
MATERIAL DESCRIPTION RAW20,PD RAW27,PD,PackagingBox SEMI21,PD,RepetitiveManuf. SEMI23,PD,Subcontracting SEMI25,PD,ExternalProcurement SEMI124,PD,Subassembl RAW120,PD,QualityManaged RAW122,PD,Batch-Fifo,ProcureImport RAW128,PD,Consignment
7. Can you provide us three customer names (and their locations) who order the finished good F126? CUSTOMER 100000 100010
©SAP AG 2008
NAME STREET CITY Customer domestic 00 Hauptstrasse Walldorf Customer Euro Trade Portugal Avenida da Lisboa Liberdade 700
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STATE 08
ZIP 69190 1100
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Personalize SAP NetWeaver Business Client Company Logo Company logo (*.png):
C:\Temp\logo.png
Company Homepage Company homepage:
http://www.sap.com
Personalize the Print Form Logo Example - Print Form Logo, Baseline DE Path and file name (*.bmp): C:\Temp\smb40_leaf.bmp Graphic type: BCOL Description: printform logo Technical file name: /SMBA0/AA_LEAF Example - Print Form Logo, Baseline US Path and file name (*.bmp) C:\Temp\smb40_leaf.bmp Graphic type: BCOL Description: printform logo Technical file name: /SMB40/LEAF
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Prerequisites Ensure that the following tasks are done: Assigning User Roles Use
To run the following processes check with transaction SU01 -> roles that the following single role is assigned to the user. This role can be downloaded from the SAP Best Practices area in the SAP Service Marketplace: http://service.sap.com/bestpractices To upload the role into the SAP system call transaction PFCG -> Menu -> Role -> Upload ROLE Z_SAP_AIO_BC_DEMO_MANUFACT
ROLE NAME Demo Role for Day-in-the-Life Manufacturing
Check booking period Call transaction MMPV to check that the current period is open for booking. If required, close the previous booking periods month by month. Check standard price for materials The Costing Run has been performed successfully to have a standard price estimate for the materials. Check in transaction MM03 – Material master, view “Costing 2” if there is a standard price estimate for the below materials. Otherwise call transaction CK40n to perform the costing run. Please refer to building block 154 for further details. Check material stock Call transaction MMBE via the SAP NetWeaver Business Client Menu -> Planning and check the following quantities are available in the warehouse in storage location 1050: QUANTITY MATERIAL (RAW MATERIAL) DESCRIPTION > 100 R20 RAW20,PD > 100 R27 RAW27,PD,PackagingBox > 100 S21 SEMI21,PD,RepetitiveManuf. > 100 S23 SEMI23,PD,Subcontracting > 100 S25 SEMI25,PD,ExternalProcurement > 100 S124 SEMI124,PD,Subassembl > 100 R120 RAW120,PD,QualityManaged > 100 R122 RAW122,PD,Batch-Fifo,ProcureImport >100 R128 RAW128,PD,Consignment If there is not enough stock available call transaction MB1C via Purchasing -> Post Initial Stock with the movement type 561, plant 1000 and storage location 1050 to post the initial stock for the above materials.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Assigning User Parameter “CORUPROF” to User Master Record Use
In this step you assign a profile to your user which defines the layout for the confirmation screen for single screen entry. Procedure 1. Call transaction SU01 2. On the User maintencance: initial screen, make the following entry:
Field name
Description
User
User action and values
Comment
Enter your SAP-User
3. Choose Change. 4. On the Maintain User screen, choose the Parameters tab page and make the following entries:
Field name
Description
User action and values
Parameter ID
CORUPROF
Parameter Value
YBDI02
Comment
5. Save your entries.
Activate PDF Printing for SAP Netweaver Business Client
Refer to SAP note 1069540 to enable the PDF printing functionality within the SAP NetWeaver Business Client. Optional: Deactivate or Activate Serial Number Requirement for Finished Product Use
The process runs with serial numbers by default. If you don’t want to execute serial number requirement for the finished product or if you want to activate the serial numbers again, you have to carry out the following steps. Procedure 1. Call transaction MM02 2. On the Change Material: initial screen, make the following entry and choose Enter:
Field name
Description
Material
User action and values
Comment
<MMDManufTrade_Mat F126_MatNo>
Finished Good MTS
3. On the Select View(s) Screen, select the Work scheduling view and choose Enter. 4. On the Organizational Levels screen, make the following entry and choose Enter:
Field name
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Description
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User action and values
Comment
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Plant
Production Plant
5. On the Work scheduling tab page, make the following entries.
Field name
Description
User action and values
Comment
General Data Serial no. Profile
Remove existing value or add value „YBP1“ is you want to activate serial numbers again
6. Save your entries. Result
The serial number requirement for finished product is removed or activated again. Optional: Remove Batch Management Requirement for Finished Product Use The process runs with batch management by default but that batch management can be deactivated for this process.
If you don’t want to run the process with batch management for the finished product or if you want to activate the batch management again, you have to carry out the following steps. Procedure 1. Call transaction MM02 2. On the Change Material: initial screen, make the following entries and choose Enter:
Field name
Description
Material
User action and values
Comment
<MMDManufTrade_Mat F126_MatNo>
Finished Good MTS
3. On the Select View(s) Screen, select the Work scheduling and the MRP3 view and choose Enter. 4. On the Organizational Levels screen, make the following entry and choose Enter
Field name
Description
Plant
User action and values
Comment
Production Plant
5. On the Work scheduling tab page, make the following entry:
Field name
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Description
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User action and values
Comment
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Batch management indicator
W remove indicator or select indicator again
Deactivate or activate Batch management
The batch management requirement cannot be removed for the following reasons: •
Stocks with batches already exist at plant level
•
SD documents exist (orders or deliveries) that have not yet been processed or that have been processed only in part.
6. On the MRP3 tab page, make the following entry:
Field name
Description
Availability check 7. Save your entries.
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User action and values For deactivation: 02 For activation: CH
Comment
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Processes Overview The day in the life actually starts with the identification of demand as part of sales planning for a product which is produced as a make-to-stock (MTS) material. After starting with production planning the system notices missing parts and automatically triggers the creation of purchase requisitions. After the missing raw materials are purchased and the invoices are entered into the system the shopfloor will produce the finished goods for the warehouse. The finished goods can now be sold and delivered based on a sales order from the customer. Planning 1. You review the current stock situation and determine that you do not have enough stock. As a result, you create planned independent requirements and execute material requirements planning. 2. Once you have done your MRP run, you convert the planned orders into production orders, and generate purchase requisitions. Purchasing 3. Once you have the purchase requisitions, you assign them to vendors and create purchase orders. 4. The vendor has delivered the materials, so you then enter a goods receipt based on the purchase order. 5. You then enter the vendor invoice, which will be paid later. Production 6. At this point, you are ready to manufacture the goods. You move the materials from their various storage locations to the production location and create production orders. 7. After production, the goods are moved to and received by the warehouse. Sales 8. A customer wants to purchase goods, and the salesperson enters a sales order. 9. A delivery order is created, and the goods are picked and shipped to the customer. Financials/Billing 10. Once the goods are shipped, you bill the customer. 11. The customer sends a payment, which you post to the system. 12. Finally, you analyze the profitability.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Process Steps Run the SAP NetWeaver Business Client 1. From your desktop, double-click the SAP NetWeaver Business Client icon. 2. On the Connection <SYSTEM> dialog box, enter your password and choose the Log on button. Example: For running the demo script within the SAP Best Practices online demo system for the Baseline V5.600 / V1.603 please use the following access data: - User: demomanu - password: demo2win For this demonstration, we have set up a demo role. The role-based navigation is displayed on the left side. Value The SAP NetWeaver Business Client can be modified to include customer-specific branding. Additionally, user-specific homepages can be assigned to the role folders. These homepages can contain graphics, pointers to web pages, PowerPoint graphics, and eLearnings that guide the end-users.
Planning Review Initial Stock Situation Use You need to take a quick look at the stock overview to determine what you currently have in stock. Occasionally during this demonstration, you will look at this report to show different movement in the storage locations in different scenarios. Procedure 1. Access the transaction choosing the following option: Planning ® Stock Overview SAP NETWEAVER BUSINESS CLIENT 2. Click the button Search Criteria, enter the material F126 and choose Apply to get an overview about the available finished products. Repeat the step for some other raw materials e.g. R16 or S23. 3. Choose Home to return to the navigation menu. The session with the Stock overview remains open and can be returned to by choosing the Stock Overview button in the Session Management area. Value The content, look, and feel of the reports can be personalized for the end-user’s needs. For example, you can set up specific views with different columns, number of rows to display, and additional calculations to be performed.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Create Planned Independent Requirements Use In this activity, you will enter planning information for material F126 (FIN126,MTS-DI,PD,Batch-Fifo,SerialNo). You expect to sell number of units in this month. Procedure 1. Access the transaction choosing the following option: Planning -> Create Planned Independent Requirements SAP NETWEAVER BUSINESS CLIENT 2. Make the following entries then choose Enter: Field
User action and values
Description
Material
F126
FIN126,MTS_DI,PD,Batch_Fifo,SerialNo
Plant
1000
Production Plant
3. In the Planning table, make the following entries: Field
User action and values
<Enter a number which is greater than the available stock for the material F126>
4. Choose
Save. Planning data are created.
Execute Material Requirements Planning Use This activity will schedule a Material Requirements Planning (MRP) run as a background batch job. This process will generate a planned order. Procedure 1. Access the transaction choosing the following option: Planning ® MRP Run in Batch SAP NETWEAVER BUSINESS CLIENT 2. Select the variant Y1000 - MRP Plant 1000 and choose the button Start immediately 3. To display the current status, choose the Display Scheduling button and choose the Update button until the status is changed to Finished.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Convert Planned Order to Production Order Use This activity converts the planned order to a production order. During this process, the system will automatically check if we have the required materials in stock. If we do not, the system automatically creates purchase requisitions. Value This step displays object-based navigation, called Power Lists. Power Lists present predefined contextsensitive information, such as a list of open sales orders. Power lists can be customized to meet the endusers’ needs. Procedure 1. Access the transaction choosing the following option: Planning SAP NETWEAVER 2. 3. 4. 5. 6.
BUSINESS CLIENT If the search criteria are not visible choose the button Search Criteria In the field material enter F126 and choose the button Apply. Select the first planned order for material F126 (FIN126,MTS_DI,PD,Batch_Fifo,SerialNo). Choose the Convert to Production Order button. Make a note of the Production Order number: __________
Evaluation of the Stock/Requirement List Use After the requirements planning, the MRP run and the conversion of the planned orders into production orders you can analyze the current stock and requirement situation both for the finished goods and the required raw materials including generated planned orders, production orders, sales orders, and purchase requisitions. Procedure 1. Access the transaction choosing the following option: Planning -> Display Stock/Requirements Situation SAP NETWEAVER BUSINESS CLIENT 2. On the Stock/Requirements List: Initial Screen, enter the following data and choose Enter: Field name
Description
User Action and Values
Comment
Material
<MMDManufTrade_Mat F126_MatNo>
Finished Good MTS
Plant
Production Plant
The list displays the current stock situation and all planned independent requirements, planned orders, production orders, assigned customer orders
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 3. Repeat the steps for the raw materials R16, R17 and R18 to see the created purchase requisitions for the raw materials required to manufacture the semi-finished product S22.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Purchasing Assign Purchase Requisitions and Create Purchase Order Use After the MRP run from the previous step ran, the system generated purchase requisitions for the missing materials R16 (RAW16,PD), R17 (RAW17, PD) and R18(RAW18,PD) These purchase requisitions have to be converted to purchase orders. Procedure 1. Access the transaction choosing the following option: Purchasing ® Assign and Process Purchase Requisitions SAP NETWEAVER BUSINESS CLIENT 1. Make the following entries: Field
User action and values
Material from
R16
Material to
R18
Assigned Purchase Requisitions
Select the checkbox
2. Choose Execute. 3. The system displays purchase requisitions for vendors. Select the requisition lines for the materials R16, R17, and R18 and choose Assign Automatically. 4. Choose Save. 5. Choose the button Assignments and select one line with the vendor 300000 and choose the button Process Assignment to create a purchase order. 6. Confirm the upcoming dialog window. 7. In the Document overview, select Open requisitions, then drag and drop the open requisitions into the basket. 8. Choose Save. 9. Repeat the steps 5 – 8 for the vendor 300001 if a purchase requisition is created for material R18.
Goods Receipt for Created Purchase Order Use The vendor has delivered the ordered material. You must enter a goods receipt based on the purchase order. Procedure 2. Access the transaction choosing the following option: Purchasing ® Goods Receipt SAP NETWEAVER BUSINESS CLIENT
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 3. Choose Goods Receipt and Purchase Order. 4. Make the following entries and choose Enter: Field
User action and values
Purchasing Document
5. Mark the field “OK” for all of the materials. 6. Choose Post. Make a note of the document number: __________ 7. Repeat the steps 4 – 6 if a purchase order for material R18 was created in the previous step.
At this point, you can take a look at the stock overview situation by choosing the Stock overview button in the Session Management area. Once the screen displays, choose Refresh.
Enter Incoming Invoice Use In this activity, you enter the vendor invoice. After this activity is complete, the logistics invoice is posted. This results in open items for our vendors. These open items will be paid later during the automatic payment run during the Financials phase. Because the amounts of the invoices do not exceed configured amounts, we do not have to go through the approval process. Procedure 1. Access the transaction choosing the following option: Purchasing ® Enter Incoming Invoice SAP NETWEAVER BUSINESS CLIENT 2. Make the following entries:
3. 4. 5. 6. 7.
Field
User action and values
Company Code
1000
Invoice Date
<current date>
Tab “PO reference” Purchase order
Choose Enter On the Basic Data tab, select the Calculate Tax checkbox and choose Enter. In the Amount field, enter the invoice amount which is shown in the field Balance, Choose Post. Make a note of the document number: __________ Repeat the steps 2 – 5 if a goods receipt for material R18 was posted in the previous step.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Production Material Staging (Return to Production Run) Use This activity pulls the materials required for production orders from various storage locations, for example from the stores storage location (1050) to the shop floor storage location (1020) for the production. Procedure 1. Access the transaction choosing the following option: Production ® Pull Materials to Shop Floor SAP NETWEAVER BUSINESS CLIENT 2. Make the following entries, then choose Enter: Field
User action and values
Plant
1000
3. Choose the Production/Process Orders tab. 4. Make the following entries, then choose Enter: Field
User action and values
Order
<production order number from earlier step>
5. Choose Execute. 6. Select all or mark the rows you want to select. 7. Choose button Replenishment Proposals. For the selected rows, the quantity staged is set to just the quantity required to satisfy the missing quantity. The status light changes from red to yellow. 8. Choose the button Replenishment Elements. 9. You will perform a mass change for replenishment elements. 10. In the Section Replen. Elements choose Select All. 11. Choose Mass change. 12. In the dialog box, make the following entry, then choose Enter: Field
User action and values
Replen. stor. locatn.
1050
13. If you want to stage the material R122, select a batch number using the F4-Help in the line for this material 14. In the Section Replen. Elements choose Select All. 15. Choose Stage. If staging from a replenishment storage location to an issue storage location is possible for a replenishment element, that element will display a green flag in the Status column. 16. Choose Save. Make a note of the document number: __________
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
At this point, you can take a look at the stock overview situation by choosing the Stock overview button in the Session Management area. Choose Refresh. The system will display the amount of stock. The stock is now moved from the warehouse storage location (1050) to the shop floor storage location (1020).
Maintain Production Orders Use In this activity, the system will maintain Production Orders. Value This step also makes use of the Power List. Procedure 1. To start the functionality select the single steps mentioned below: Production ® Maintain Production Orders SAP NETWEAVER BUSINESS CLIENT 2. On the initial screen, select the order number from the previous step and choose the button Process Order and then Release Orders. The order numbers are displayed on the top of the page. Goods Issue from Warehouse Use The released production order is now ready for picking. The warehouse manager selects the picking list for the production order and perform the goods issue for the required raw materials and components from the warehouse. Procedure 1. Access the transaction choosing the following option: Production ® Goods Issue from Warehouse SAP NETWEAVER BUSINESS CLIENT 2. On the Picking List: Initial Screen, make the following entries: Field name
User Action and Values
Profile
000002
Production order
<production order number from previous Steps>
3. Confirm your entries and choose Execute to start the report. 4. Select all lines and choose Picking. A list of all the selected reservations is displayed. If the batch management is activated you have to carry out the batch determination for the batch managed Raw material <MMDManufTrade_MatR122_MatNo> by selecting the line with material R122 and choosing Batch Determination, then choose the button Copy on the next screen.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 5. Choose Save to post the goods movements. Goods Receipt into Warehouse Use In this activity, the warehouse receives the produced pieces of finished goods. Procedure 1. Access the transaction choosing the following option: Production ® Goods Receipt into Warehouse SAP NETWEAVER 2. 3. 4. 5.
BUSINESS CLIENT Select Goods receipt and choose Order. In the Order number field, enter the production order number from the previous step, then press Enter. Mark the field “OK” for the item. Choose Post. Make a note of the document number: __________
At this point, you can take a look at the stock overview situation by choosing the Stock overview button in the Session Management area. In the Stock Overview select the material F126 and choose Apply or Refresh. The available stock in the shipping storage location (1030) is now increased by the number of the produced materials.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Sales Sales Order Entry Use In this activity, the sales clerk receives an order from a customer for the manufactured goods. Procedure 1. Access the transaction choosing the following option: Selling SAP NETWEAVER BUSINESS CLIENT 2. Choose Create Sales Order. 3. Make the following entries: Field
User action and values
Notes
Sold-to Party
100000 or 100010
PO Number
Order reason
Excellent price
Material Number
F126
FIN126,MTS_DI,PD,Batch_Fifo,SerialNo
Quantity
Enter a number up to 10
4. Choose Submit.
The system pulls the relevant customer and material data from the master records (such as price, conditions, shipping point, and so on) and performs an availability check against the materials in unrestricted stock. If you receive status yellow or red in the column confirmed you either need to check if enough material is in stock (Stock Overview). If the delivery date is on a week end, you must update the delivery date to the next available working date. 5. Choose Save. The order is saved and the information is transferred to the warehouse. 6. Optional: Choose Selling -> Sales Orders, tab last 10 processed, select a sales order and choose Show order confirmation as PDF (Only possible if you have activated the PDF printing for the SAP Netweaver Business Client)
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Delivery Creation Use In this activity, you create the delivery. Procedure 1. Access the transaction choosing the following option: Selling ® Shipping SAP NETWEAVER 2. 3. 4. 5.
BUSINESS CLIENT Choose the Delivery Due Orders tab. In the search criteria for the shipping point enter “1000” and choose Apply and Refresh. Select the line item with your created sales order and choose the Create Delivery button. Deliveries are created and the warehouse transfer order is created. Make a note of the delivery number.
Result A delivery is created. Batches are automatically determined if batch management is activated. The transfer order is created, printed and automatically confirmed. Post Goods Issue Use In this activity, you post the goods issue. Due to the fact that you’re using the lean warehouse functionality the transfer order with the picked quantity is already confirmed automatically. Procedure 1. Access the transaction choosing the following option: Selling ® Shipping SAP NETWEAVER 2. 3. 4.
5.
BUSINESS CLIENT Choose the Due for Posting Goods Issue tab. Choose the button Refresh. This step is only relevant if the material is handled with serial numbers: - Select the delivery and choose the Change button. - On the Delivery Change: Overview screen select More -> Extras -> Serial Numbers - Choose the button Create serial numbers automatically. - Choose Enter. - Choose Save and close the window. Select the delivery and choose the Post Goods Issue button.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Financials / Billing Billing Use In this activity, you handle the billing Procedure 1. Access the transaction choosing the following option: Selling ® Billing SAP NETWEAVER 2. 3. 4. 5. 6. 7.
BUSINESS CLIENT Choose the Billing Due List tab. Check your Query settings. Enter the customer number in the sold-to-party, and select the Order-related checkbox. Choose Apply. In the Billing Due List select your relevant sales document Note the value for the field net Value. You need this in the following step. Choose the Individual Billing button or the Individual Billing and show as PDF button. The system generates an invoice for billing.
Customer Payments Use In this activity, you post the incoming payments. Procedure 1. Go to Financials, then choose Post Incoming Payments. 2. On the menu bar, choose Create ® Post Incoming Payments 3. Make the following entries, then press Enter: Field
User action and values
Document date
<current date>
Posting date
<current date>
Company Code
1000
Currency
<currency>
e.g. EUR for Germany, enter local currency
Account (bank data)
280009
Example for localization for Germany: 28009 Example for US: 113006
Amount (bank data)
<enter amount from previous step>
Value date
<current date>
Account (Open item selection)
<customer number>
Standard OIs
Mark the field
4. Choose
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Notes
e.g. 100000 or 100010
Post. Make a note of the document number: __________
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Customer Analysis 1. Go to Financials 2. Enter the customer account number (e.g. 100000) and choose Apply 3. Select Display as Graphic to get an graphical overview about the status of customer credit and debit balance.
Profitability Analysis 1. Access the transaction choosing the following option: Analytics -> Execute profitability report SAP NETWEAVER BUSINESS CLIENT 2. If a popup comes up, enter in the field operating concern 1001 or 1010 and choose Enter 3. Double-click the report Plan/Actual Comparison 4. Make the following entries: Field
User action and values
From fiscal year
<current year>
To fiscal year
<current year>
From period
1
To period
12
Version
0
Notes
5. Choose Execute. 6. Confirm the upcoming popup with Yes. The report shows the profitability analysis for the several contribution margins in the selected timeframe. You can further drill down the analysis by selecting a customer. 7. In the navigation area double-click at customer and confirm the popup about the hot spot. 8. With the up- and down arrows you can switch between the customers to see the profitability report for a specific customer only.
The demonstration of the Day-in-the-Life scenario is now complete. Standard processes from planning, purchasing, production, sales, and finance were covered.
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Demo Script Day-in-the-life Manufacturing
for SAP Best Practices Baseline Packages V5.600 / V1.603 Purpose This business cycle overview represents single steps of make-to-stock, procurement-to-pay, and order-to-cash scenarios. The day in the life begins with the identification of demand for a product. After starting with production planning the system notices missing parts and automatically triggers the purchasing and production. After checking the vendor line items the invoices are paid by the automatic payment run. Having all materials for the production process in stock the shop floor manufactures the planned number of finished goods for the warehouse. A sales order is created. The goods are being delivered and charged to the customer. The open items of the customer are paid by an incoming payment. Finally the sales figures are checked via a cumulative income statement and the profitability is analyzed.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Questionnaire Dear
NAME Production Plant Production Plant
CITY
ZIP
2. What are two typical materials descriptions for finished goods that you produce in plant 1000? MATERIAL MATERIAL DESCRIPTION F126 FIN126,MTS_DI,PD,Batch_Fifo,SerialNo1 H22 Trading Good, Reorder Point,Batch_ExpD
COMMENT Finished Good Make-to-Stock Trading Good
3. Can you provide us two vendor names (and their locations) who deliver complementary raw materials to manufacture finished good F126 listed above? VENDOR 300000 300005
NAME 1 Vendor Domestic 00 Vendor Domestic 05
STREET Hauptstrasse Hauptstrasse
CITY Walldorf Walldorf
STATE 08 08
ZIP 69190 69190
4. Can you provide us two raw materials descriptions that are provided by vendor 300000 to manufacture finished good F126? VENDOR 300000 300000
MATERIAL R16 R17
MATERIAL DESCRIPTION RAW16,PD RAW17,PD
5. Can you provide us one raw material description that is provided by vendor 300005 to manufacture finished good F126? VENDOR 300005
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MATERIAL R18
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MATERIAL DESCRIPTION RAW18,PD
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 6. Can you provide us the raw materials descriptions that are necessary to manufacture finished good F126? MATERIAL R20 R27 S21 S23 S25 S124 R120 R122 R128
MATERIAL DESCRIPTION RAW20,PD RAW27,PD,PackagingBox SEMI21,PD,RepetitiveManuf. SEMI23,PD,Subcontracting SEMI25,PD,ExternalProcurement SEMI124,PD,Subassembl RAW120,PD,QualityManaged RAW122,PD,Batch-Fifo,ProcureImport RAW128,PD,Consignment
7. Can you provide us three customer names (and their locations) who order the finished good F126? CUSTOMER 100000 100010
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NAME STREET CITY Customer domestic 00 Hauptstrasse Walldorf Customer Euro Trade Portugal Avenida da Lisboa Liberdade 700
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STATE 08
ZIP 69190 1100
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Personalize SAP NetWeaver Business Client Company Logo Company logo (*.png):
C:\Temp\logo.png
Company Homepage Company homepage:
http://www.sap.com
Personalize the Print Form Logo Example - Print Form Logo, Baseline DE Path and file name (*.bmp): C:\Temp\smb40_leaf.bmp Graphic type: BCOL Description: printform logo Technical file name: /SMBA0/AA_LEAF Example - Print Form Logo, Baseline US Path and file name (*.bmp) C:\Temp\smb40_leaf.bmp Graphic type: BCOL Description: printform logo Technical file name: /SMB40/LEAF
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Prerequisites Ensure that the following tasks are done: Assigning User Roles Use
To run the following processes check with transaction SU01 -> roles that the following single role is assigned to the user. This role can be downloaded from the SAP Best Practices area in the SAP Service Marketplace: http://service.sap.com/bestpractices To upload the role into the SAP system call transaction PFCG -> Menu -> Role -> Upload ROLE Z_SAP_AIO_BC_DEMO_MANUFACT
ROLE NAME Demo Role for Day-in-the-Life Manufacturing
Check booking period Call transaction MMPV to check that the current period is open for booking. If required, close the previous booking periods month by month. Check standard price for materials The Costing Run has been performed successfully to have a standard price estimate for the materials. Check in transaction MM03 – Material master, view “Costing 2” if there is a standard price estimate for the below materials. Otherwise call transaction CK40n to perform the costing run. Please refer to building block 154 for further details. Check material stock Call transaction MMBE via the SAP NetWeaver Business Client Menu -> Planning and check the following quantities are available in the warehouse in storage location 1050: QUANTITY MATERIAL (RAW MATERIAL) DESCRIPTION > 100 R20 RAW20,PD > 100 R27 RAW27,PD,PackagingBox > 100 S21 SEMI21,PD,RepetitiveManuf. > 100 S23 SEMI23,PD,Subcontracting > 100 S25 SEMI25,PD,ExternalProcurement > 100 S124 SEMI124,PD,Subassembl > 100 R120 RAW120,PD,QualityManaged > 100 R122 RAW122,PD,Batch-Fifo,ProcureImport >100 R128 RAW128,PD,Consignment If there is not enough stock available call transaction MB1C via Purchasing -> Post Initial Stock with the movement type 561, plant 1000 and storage location 1050 to post the initial stock for the above materials.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Assigning User Parameter “CORUPROF” to User Master Record Use
In this step you assign a profile to your user which defines the layout for the confirmation screen for single screen entry. Procedure 1. Call transaction SU01 2. On the User maintencance: initial screen, make the following entry:
Field name
Description
User
User action and values
Comment
Enter your SAP-User
3. Choose Change. 4. On the Maintain User screen, choose the Parameters tab page and make the following entries:
Field name
Description
User action and values
Parameter ID
CORUPROF
Parameter Value
YBDI02
Comment
5. Save your entries.
Activate PDF Printing for SAP Netweaver Business Client
Refer to SAP note 1069540 to enable the PDF printing functionality within the SAP NetWeaver Business Client. Optional: Deactivate or Activate Serial Number Requirement for Finished Product Use
The process runs with serial numbers by default. If you don’t want to execute serial number requirement for the finished product or if you want to activate the serial numbers again, you have to carry out the following steps. Procedure 1. Call transaction MM02 2. On the Change Material: initial screen, make the following entry and choose Enter:
Field name
Description
Material
User action and values
Comment
<MMDManufTrade_Mat F126_MatNo>
Finished Good MTS
3. On the Select View(s) Screen, select the Work scheduling view and choose Enter. 4. On the Organizational Levels screen, make the following entry and choose Enter:
Field name
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Description
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User action and values
Comment
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Plant
Production Plant
5. On the Work scheduling tab page, make the following entries.
Field name
Description
User action and values
Comment
General Data Serial no. Profile
Remove existing value or add value „YBP1“ is you want to activate serial numbers again
6. Save your entries. Result
The serial number requirement for finished product is removed or activated again. Optional: Remove Batch Management Requirement for Finished Product Use The process runs with batch management by default but that batch management can be deactivated for this process.
If you don’t want to run the process with batch management for the finished product or if you want to activate the batch management again, you have to carry out the following steps. Procedure 1. Call transaction MM02 2. On the Change Material: initial screen, make the following entries and choose Enter:
Field name
Description
Material
User action and values
Comment
<MMDManufTrade_Mat F126_MatNo>
Finished Good MTS
3. On the Select View(s) Screen, select the Work scheduling and the MRP3 view and choose Enter. 4. On the Organizational Levels screen, make the following entry and choose Enter
Field name
Description
Plant
User action and values
Comment
Production Plant
5. On the Work scheduling tab page, make the following entry:
Field name
©SAP AG 2008
Description
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User action and values
Comment
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Batch management indicator
W remove indicator or select indicator again
Deactivate or activate Batch management
The batch management requirement cannot be removed for the following reasons: •
Stocks with batches already exist at plant level
•
SD documents exist (orders or deliveries) that have not yet been processed or that have been processed only in part.
6. On the MRP3 tab page, make the following entry:
Field name
Description
Availability check 7. Save your entries.
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User action and values For deactivation: 02 For activation: CH
Comment
SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Processes Overview The day in the life actually starts with the identification of demand as part of sales planning for a product which is produced as a make-to-stock (MTS) material. After starting with production planning the system notices missing parts and automatically triggers the creation of purchase requisitions. After the missing raw materials are purchased and the invoices are entered into the system the shopfloor will produce the finished goods for the warehouse. The finished goods can now be sold and delivered based on a sales order from the customer. Planning 1. You review the current stock situation and determine that you do not have enough stock. As a result, you create planned independent requirements and execute material requirements planning. 2. Once you have done your MRP run, you convert the planned orders into production orders, and generate purchase requisitions. Purchasing 3. Once you have the purchase requisitions, you assign them to vendors and create purchase orders. 4. The vendor has delivered the materials, so you then enter a goods receipt based on the purchase order. 5. You then enter the vendor invoice, which will be paid later. Production 6. At this point, you are ready to manufacture the goods. You move the materials from their various storage locations to the production location and create production orders. 7. After production, the goods are moved to and received by the warehouse. Sales 8. A customer wants to purchase goods, and the salesperson enters a sales order. 9. A delivery order is created, and the goods are picked and shipped to the customer. Financials/Billing 10. Once the goods are shipped, you bill the customer. 11. The customer sends a payment, which you post to the system. 12. Finally, you analyze the profitability.
©SAP AG 2008
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Process Steps Run the SAP NetWeaver Business Client 1. From your desktop, double-click the SAP NetWeaver Business Client icon. 2. On the Connection <SYSTEM> dialog box, enter your password and choose the Log on button. Example: For running the demo script within the SAP Best Practices online demo system for the Baseline V5.600 / V1.603 please use the following access data: - User: demomanu - password: demo2win For this demonstration, we have set up a demo role. The role-based navigation is displayed on the left side. Value The SAP NetWeaver Business Client can be modified to include customer-specific branding. Additionally, user-specific homepages can be assigned to the role folders. These homepages can contain graphics, pointers to web pages, PowerPoint graphics, and eLearnings that guide the end-users.
Planning Review Initial Stock Situation Use You need to take a quick look at the stock overview to determine what you currently have in stock. Occasionally during this demonstration, you will look at this report to show different movement in the storage locations in different scenarios. Procedure 1. Access the transaction choosing the following option: Planning ® Stock Overview SAP NETWEAVER BUSINESS CLIENT 2. Click the button Search Criteria, enter the material F126 and choose Apply to get an overview about the available finished products. Repeat the step for some other raw materials e.g. R16 or S23. 3. Choose Home to return to the navigation menu. The session with the Stock overview remains open and can be returned to by choosing the Stock Overview button in the Session Management area. Value The content, look, and feel of the reports can be personalized for the end-user’s needs. For example, you can set up specific views with different columns, number of rows to display, and additional calculations to be performed.
©SAP AG 2008
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Create Planned Independent Requirements Use In this activity, you will enter planning information for material F126 (FIN126,MTS-DI,PD,Batch-Fifo,SerialNo). You expect to sell number of units in this month. Procedure 1. Access the transaction choosing the following option: Planning -> Create Planned Independent Requirements SAP NETWEAVER BUSINESS CLIENT 2. Make the following entries then choose Enter: Field
User action and values
Description
Material
F126
FIN126,MTS_DI,PD,Batch_Fifo,SerialNo
Plant
1000
Production Plant
3. In the Planning table, make the following entries: Field
User action and values
<Enter a number which is greater than the available stock for the material F126>
4. Choose
Save. Planning data are created.
Execute Material Requirements Planning Use This activity will schedule a Material Requirements Planning (MRP) run as a background batch job. This process will generate a planned order. Procedure 1. Access the transaction choosing the following option: Planning ® MRP Run in Batch SAP NETWEAVER BUSINESS CLIENT 2. Select the variant Y1000 - MRP Plant 1000 and choose the button Start immediately 3. To display the current status, choose the Display Scheduling button and choose the Update button until the status is changed to Finished.
©SAP AG 2008
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Convert Planned Order to Production Order Use This activity converts the planned order to a production order. During this process, the system will automatically check if we have the required materials in stock. If we do not, the system automatically creates purchase requisitions. Value This step displays object-based navigation, called Power Lists. Power Lists present predefined contextsensitive information, such as a list of open sales orders. Power lists can be customized to meet the endusers’ needs. Procedure 1. Access the transaction choosing the following option: Planning SAP NETWEAVER 2. 3. 4. 5. 6.
BUSINESS CLIENT If the search criteria are not visible choose the button Search Criteria In the field material enter F126 and choose the button Apply. Select the first planned order for material F126 (FIN126,MTS_DI,PD,Batch_Fifo,SerialNo). Choose the Convert to Production Order button. Make a note of the Production Order number: __________
Evaluation of the Stock/Requirement List Use After the requirements planning, the MRP run and the conversion of the planned orders into production orders you can analyze the current stock and requirement situation both for the finished goods and the required raw materials including generated planned orders, production orders, sales orders, and purchase requisitions. Procedure 1. Access the transaction choosing the following option: Planning -> Display Stock/Requirements Situation SAP NETWEAVER BUSINESS CLIENT 2. On the Stock/Requirements List: Initial Screen, enter the following data and choose Enter: Field name
Description
User Action and Values
Comment
Material
<MMDManufTrade_Mat F126_MatNo>
Finished Good MTS
Plant
Production Plant
The list displays the current stock situation and all planned independent requirements, planned orders, production orders, assigned customer orders
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 3. Repeat the steps for the raw materials R16, R17 and R18 to see the created purchase requisitions for the raw materials required to manufacture the semi-finished product S22.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Purchasing Assign Purchase Requisitions and Create Purchase Order Use After the MRP run from the previous step ran, the system generated purchase requisitions for the missing materials R16 (RAW16,PD), R17 (RAW17, PD) and R18(RAW18,PD) These purchase requisitions have to be converted to purchase orders. Procedure 1. Access the transaction choosing the following option: Purchasing ® Assign and Process Purchase Requisitions SAP NETWEAVER BUSINESS CLIENT 1. Make the following entries: Field
User action and values
Material from
R16
Material to
R18
Assigned Purchase Requisitions
Select the checkbox
2. Choose Execute. 3. The system displays purchase requisitions for vendors. Select the requisition lines for the materials R16, R17, and R18 and choose Assign Automatically. 4. Choose Save. 5. Choose the button Assignments and select one line with the vendor 300000 and choose the button Process Assignment to create a purchase order. 6. Confirm the upcoming dialog window. 7. In the Document overview, select Open requisitions, then drag and drop the open requisitions into the basket. 8. Choose Save. 9. Repeat the steps 5 – 8 for the vendor 300001 if a purchase requisition is created for material R18.
Goods Receipt for Created Purchase Order Use The vendor has delivered the ordered material. You must enter a goods receipt based on the purchase order. Procedure 2. Access the transaction choosing the following option: Purchasing ® Goods Receipt SAP NETWEAVER BUSINESS CLIENT
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 3. Choose Goods Receipt and Purchase Order. 4. Make the following entries and choose Enter: Field
User action and values
Purchasing Document
5. Mark the field “OK” for all of the materials. 6. Choose Post. Make a note of the document number: __________ 7. Repeat the steps 4 – 6 if a purchase order for material R18 was created in the previous step.
At this point, you can take a look at the stock overview situation by choosing the Stock overview button in the Session Management area. Once the screen displays, choose Refresh.
Enter Incoming Invoice Use In this activity, you enter the vendor invoice. After this activity is complete, the logistics invoice is posted. This results in open items for our vendors. These open items will be paid later during the automatic payment run during the Financials phase. Because the amounts of the invoices do not exceed configured amounts, we do not have to go through the approval process. Procedure 1. Access the transaction choosing the following option: Purchasing ® Enter Incoming Invoice SAP NETWEAVER BUSINESS CLIENT 2. Make the following entries:
3. 4. 5. 6. 7.
Field
User action and values
Company Code
1000
Invoice Date
<current date>
Tab “PO reference” Purchase order
Choose Enter On the Basic Data tab, select the Calculate Tax checkbox and choose Enter. In the Amount field, enter the invoice amount which is shown in the field Balance, Choose Post. Make a note of the document number: __________ Repeat the steps 2 – 5 if a goods receipt for material R18 was posted in the previous step.
©SAP AG 2008
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Production Material Staging (Return to Production Run) Use This activity pulls the materials required for production orders from various storage locations, for example from the stores storage location (1050) to the shop floor storage location (1020) for the production. Procedure 1. Access the transaction choosing the following option: Production ® Pull Materials to Shop Floor SAP NETWEAVER BUSINESS CLIENT 2. Make the following entries, then choose Enter: Field
User action and values
Plant
1000
3. Choose the Production/Process Orders tab. 4. Make the following entries, then choose Enter: Field
User action and values
Order
<production order number from earlier step>
5. Choose Execute. 6. Select all or mark the rows you want to select. 7. Choose button Replenishment Proposals. For the selected rows, the quantity staged is set to just the quantity required to satisfy the missing quantity. The status light changes from red to yellow. 8. Choose the button Replenishment Elements. 9. You will perform a mass change for replenishment elements. 10. In the Section Replen. Elements choose Select All. 11. Choose Mass change. 12. In the dialog box, make the following entry, then choose Enter: Field
User action and values
Replen. stor. locatn.
1050
13. If you want to stage the material R122, select a batch number using the F4-Help in the line for this material 14. In the Section Replen. Elements choose Select All. 15. Choose Stage. If staging from a replenishment storage location to an issue storage location is possible for a replenishment element, that element will display a green flag in the Status column. 16. Choose Save. Make a note of the document number: __________
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
At this point, you can take a look at the stock overview situation by choosing the Stock overview button in the Session Management area. Choose Refresh. The system will display the amount of stock. The stock is now moved from the warehouse storage location (1050) to the shop floor storage location (1020).
Maintain Production Orders Use In this activity, the system will maintain Production Orders. Value This step also makes use of the Power List. Procedure 1. To start the functionality select the single steps mentioned below: Production ® Maintain Production Orders SAP NETWEAVER BUSINESS CLIENT 2. On the initial screen, select the order number from the previous step and choose the button Process Order and then Release Orders. The order numbers are displayed on the top of the page. Goods Issue from Warehouse Use The released production order is now ready for picking. The warehouse manager selects the picking list for the production order and perform the goods issue for the required raw materials and components from the warehouse. Procedure 1. Access the transaction choosing the following option: Production ® Goods Issue from Warehouse SAP NETWEAVER BUSINESS CLIENT 2. On the Picking List: Initial Screen, make the following entries: Field name
User Action and Values
Profile
000002
Production order
<production order number from previous Steps>
3. Confirm your entries and choose Execute to start the report. 4. Select all lines and choose Picking. A list of all the selected reservations is displayed. If the batch management is activated you have to carry out the batch determination for the batch managed Raw material <MMDManufTrade_MatR122_MatNo> by selecting the line with material R122 and choosing Batch Determination, then choose the button Copy on the next screen.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing 5. Choose Save to post the goods movements. Goods Receipt into Warehouse Use In this activity, the warehouse receives the produced pieces of finished goods. Procedure 1. Access the transaction choosing the following option: Production ® Goods Receipt into Warehouse SAP NETWEAVER 2. 3. 4. 5.
BUSINESS CLIENT Select Goods receipt and choose Order. In the Order number field, enter the production order number from the previous step, then press Enter. Mark the field “OK” for the item. Choose Post. Make a note of the document number: __________
At this point, you can take a look at the stock overview situation by choosing the Stock overview button in the Session Management area. In the Stock Overview select the material F126 and choose Apply or Refresh. The available stock in the shipping storage location (1030) is now increased by the number of the produced materials.
©SAP AG 2008
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Sales Sales Order Entry Use In this activity, the sales clerk receives an order from a customer for the manufactured goods. Procedure 1. Access the transaction choosing the following option: Selling SAP NETWEAVER BUSINESS CLIENT 2. Choose Create Sales Order. 3. Make the following entries: Field
User action and values
Notes
Sold-to Party
100000 or 100010
PO Number
Order reason
Excellent price
Material Number
F126
FIN126,MTS_DI,PD,Batch_Fifo,SerialNo
Quantity
Enter a number up to 10
4. Choose Submit.
The system pulls the relevant customer and material data from the master records (such as price, conditions, shipping point, and so on) and performs an availability check against the materials in unrestricted stock. If you receive status yellow or red in the column confirmed you either need to check if enough material is in stock (Stock Overview). If the delivery date is on a week end, you must update the delivery date to the next available working date. 5. Choose Save. The order is saved and the information is transferred to the warehouse. 6. Optional: Choose Selling -> Sales Orders, tab last 10 processed, select a sales order and choose Show order confirmation as PDF (Only possible if you have activated the PDF printing for the SAP Netweaver Business Client)
©SAP AG 2008
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing
Delivery Creation Use In this activity, you create the delivery. Procedure 1. Access the transaction choosing the following option: Selling ® Shipping SAP NETWEAVER 2. 3. 4. 5.
BUSINESS CLIENT Choose the Delivery Due Orders tab. In the search criteria for the shipping point enter “1000” and choose Apply and Refresh. Select the line item with your created sales order and choose the Create Delivery button. Deliveries are created and the warehouse transfer order is created. Make a note of the delivery number.
Result A delivery is created. Batches are automatically determined if batch management is activated. The transfer order is created, printed and automatically confirmed. Post Goods Issue Use In this activity, you post the goods issue. Due to the fact that you’re using the lean warehouse functionality the transfer order with the picked quantity is already confirmed automatically. Procedure 1. Access the transaction choosing the following option: Selling ® Shipping SAP NETWEAVER 2. 3. 4.
5.
BUSINESS CLIENT Choose the Due for Posting Goods Issue tab. Choose the button Refresh. This step is only relevant if the material is handled with serial numbers: - Select the delivery and choose the Change button. - On the Delivery Change: Overview screen select More -> Extras -> Serial Numbers - Choose the button Create serial numbers automatically. - Choose Enter. - Choose Save and close the window. Select the delivery and choose the Post Goods Issue button.
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Financials / Billing Billing Use In this activity, you handle the billing Procedure 1. Access the transaction choosing the following option: Selling ® Billing SAP NETWEAVER 2. 3. 4. 5. 6. 7.
BUSINESS CLIENT Choose the Billing Due List tab. Check your Query settings. Enter the customer number in the sold-to-party, and select the Order-related checkbox. Choose Apply. In the Billing Due List select your relevant sales document Note the value for the field net Value. You need this in the following step. Choose the Individual Billing button or the Individual Billing and show as PDF button. The system generates an invoice for billing.
Customer Payments Use In this activity, you post the incoming payments. Procedure 1. Go to Financials, then choose Post Incoming Payments. 2. On the menu bar, choose Create ® Post Incoming Payments 3. Make the following entries, then press Enter: Field
User action and values
Document date
<current date>
Posting date
<current date>
Company Code
1000
Currency
<currency>
e.g. EUR for Germany, enter local currency
Account (bank data)
280009
Example for localization for Germany: 28009 Example for US: 113006
Amount (bank data)
<enter amount from previous step>
Value date
<current date>
Account (Open item selection)
<customer number>
Standard OIs
Mark the field
4. Choose
©SAP AG 2008
Notes
e.g. 100000 or 100010
Post. Make a note of the document number: __________
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SAP BEST PRACTICES Demonstration Script DAY-In-the-Life Scenario Manufacturing Customer Analysis 1. Go to Financials 2. Enter the customer account number (e.g. 100000) and choose Apply 3. Select Display as Graphic to get an graphical overview about the status of customer credit and debit balance.
Profitability Analysis 1. Access the transaction choosing the following option: Analytics -> Execute profitability report SAP NETWEAVER BUSINESS CLIENT 2. If a popup comes up, enter in the field operating concern 1001 or 1010 and choose Enter 3. Double-click the report Plan/Actual Comparison 4. Make the following entries: Field
User action and values
From fiscal year
<current year>
To fiscal year
<current year>
From period
1
To period
12
Version
0
Notes
5. Choose Execute. 6. Confirm the upcoming popup with Yes. The report shows the profitability analysis for the several contribution margins in the selected timeframe. You can further drill down the analysis by selecting a customer. 7. In the navigation area double-click at customer and confirm the popup about the hot spot. 8. With the up- and down arrows you can switch between the customers to see the profitability report for a specific customer only.
The demonstration of the Day-in-the-Life scenario is now complete. Standard processes from planning, purchasing, production, sales, and finance were covered.
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