Académique Documents
Professionnel Documents
Culture Documents
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
PaulerSoft CANAL notes, page: 2
5.4.16. MM:Goods Issue: SpeedStar-0005: MB1A......................................24
Plant1000:MD04...........................................................................................32
5.4.17. PP:Confirm production order: SpeedStar -0005: CO15...................24
7.4.5. MM:Run MRP:SpeedStarlett-0005, Plant1000:MD02.......................32
5.4.18. MM:Check production confirmation: SpeedStar -0005:MD04.........24
7.4.6. MM:Check Stock-Req List:SpeedStarlett-0005, Basis-Modul25.5. Production Closing Operations..................................................................25
0005:MD04...................................................................................................32
5.5.1. MM:Check Goods Movement Documents: SpeedStar-0005: MB51.25
7.4.7. PP:Create Production Order:Basis-Modul2-0005, 500PC:MD04......32
5.5.2. PP:Variance and cost analysis: SpeedStar-0005: CO03...................25
7.4.8. PP:Create Production Order:SpeedStarlett-0005, 500PC:MD04......32
5.5.3. FI:Period end summary of cost variances by category: SpeedStar7.4.9. MM:Purchasing info record:Alu-Frame-0005, Vendor100268:ME11. 32
0005: KKS2...................................................................................................25
7.4.10. PP:Order materials:Alu-Frame-0005, 500PC:MD04........................33
5.5.4. PP:Order Settlement: SpeedStar-0005: KO88...................................25
7.4.11. MM:Goods receipt:Alu-Frame-0005, 500PC:MIGO.........................33
5.5.5. PP:Order Completion and Closing: SpeedStar-0005: CO02.............25
7.4.12. MM:Goods issue:Basis-Modul2-0005:MB1A...................................33
5.6. Order Information System..........................................................................25
7.4.13. PP:Confirm Production Order:Basis-Modul2-0005:CO15................33
5.6.1. PP:Production Order Report: SpeedStar-0005: COOIS....................25
7.4.14. MM:Goods issue:SpeedStarlett-0005:MB1A...................................33
6. Warehouse Management Scenario...................................................................26
7.4.15. PP:Confirm Production Order: SpeedStarlett-0005:CO15...............33
6.1. Plot of Scenario..........................................................................................26
7.4.16. MM:Update Sales order|Schedule lines for pre-date
6.1.1. MM:Material master:..........................................................................26
delivery:13370:VA02..................................................................................33
6.1.2. LO:Warehouse management:............................................................26
7.4.17. SD:Create delivery:13370:VL01N.................................................33
6.1.3. LO:Physical inventory management..................................................26
7.4.18. SD:Picking/Create Transfer order:80016247:LT03.....................33
6.2. DEF:Goods Movements............................................................................26
7.4.19. SD:Delivery|Goods issue:80016247:VL02N...............................33
6.2.1. DEF:Goods receipt.............................................................................26
7.4.20. SD:Create Billing Document:80016247:VF01............................34
6.2.2. DEF:Goods issue...............................................................................26
7.4.21. FI:Enter Incoming payment:1309000EUR to BankAcct113109:F-28
6.2.3. DEF:Inter Stock Transfer....................................................................26
......................................................................................................................34
6.3. DEF:Organizational hierarchy....................................................................26
7.4.22. SD:Display Document Flow summary: 80016247:VL02N........34
6.3.1. Client...................................................................................................26
7.5. SD:Reporting..............................................................................................34
6.4. DEF:LO:Logistics Execution process, Warehouse Mngmt.......................26
7.5.1. DEF:SD:Sales Information System (SIS)..........................................34
6.4.1. Goods Receipt....................................................................................26
7.5.2. SD:Display Sales Orders:50005:VA05...............................................34
6.4.2. Goods Issue.......................................................................................27
7.5.3. SD:Carry out Standard Analysis: 50005:MCTA.................................34
6.5. MM:Maintain master data..........................................................................27
8. Human Capital Management (HCM) Scenario.................................................35
6.5.1. MM:Extend material master to new plant:Speedstar8.1. Plot of Scenario:.........................................................................................35
0005Plant1200:MM01..............................................................................27
8.1.1. Maintain organizational structure master data...................................35
6.6. LO:Warehouse management.....................................................................27
8.1.2. Recruitment process..........................................................................35
6.6.1. LO:Display stock overview: SpeedStar-0005: MMBE.......................27
8.1.3. Hiring process.....................................................................................35
6.6.2. LO:Create stock transport order: SpeedStar-0005: 1000PC: ME21N
8.1.4. Personell planning&development.......................................................36
......................................................................................................................27
8.1.5. Training management.........................................................................36
6.6.3. LO:Post Goods Issue: SpeedStar-0005: Plant1000, Storage0001,
8.2. Organizational levels of HCM....................................................................36
1000PC: MIGO.............................................................................................27
8.2.1. Enterprise structure .........................................................................36
6.6.4. LO:Display material document:4900038468:MB03.....................27
8.2.2. Personell structure ..........................................................................36
6.6.5. LO:Display material document: 4900038468: MIGO..................27
8.2.3. Organizational structure.....................................................................36
6.6.6. LO:Post Goods Receipt: SpeedStar-0005: Plant1200, Storage0140,
8.3. DEF:HCM-PA Infotypes:............................................................................36
1000PC: MIGO.............................................................................................27
8.3.1. Content:..............................................................................................36
6.6.7. LO:Display Accounting Document:5000012473: MB03..............28
8.3.2. GUI: PA30:..........................................................................................36
6.6.8. LO:Display target storage type and transfer req.
8.3.3. GUI:PA40:...........................................................................................36
number:5000012473: MIGO..................................................................28
8.4. PROC:HCM...............................................................................................38
6.6.9. LO:Convert Transfer req. into Transfer order (Putaway): 12: LB11...28
8.4.1. Personnel Management (SAP HCM-PA)............................................38
6.6.10. LO:Check total stock: SpeedStar-0005, Warehouse0140: LS26....28
8.4.2. Time Management (SAP HCM-PT)....................................................38
6.6.11. LO:Confirm transfer order: 0000000012: LT12..........................28
8.4.3. Payroll Administration (SAP HCM-PY)...............................................38
6.7. Physical inventory management................................................................28
8.4.4. Training and event management (SAP HCM-PE)..............................38
6.7.1. DEF:Stock Management Unit (SMU).................................................28
8.4.5. Travel Planning (SAP FI-TV)..............................................................39
6.7.2. PROC: Physical inventory (PI)...........................................................28
8.4.6. Employee Self-Services (SAP HCM-ESS).........................................39
6.7.3. PROC:Cycle Counting........................................................................28
8.4.7. Human Resources Information Sytem (HIS).....................................39
6.7.4.
MM:Create
PI
Document:Speedstar-0005,
Plant1000,
8.5. Maintain organizational structure master data..........................................39
Storage0001:MI01........................................................................................29
8.5.1. CO:Display Profit Center standard hierarchy:H1100:KCH6N............39
6.7.5. MM:Carry out PI Count:100001240:MI04....................................29
8.5.2. CO:Create Profit Center:PROF-0005 into H1100:KE51....................39
6.7.6. MM:Display difference list and post it:100001240:MI20..............29
8.5.3. CO:Display Cost Center standard hierarchy/Create Cost Center
Group:H10005 into H1300:OKEON..............................................................39
6.7.7. MM:Display PI Doc/statistics:100001240:MI03...........................29
8.5.4. CO: Create Marketing&Sales Cost Center:CCMSD-0005 into
6.7.8. MM:Set Cycle Counting: Mat.type=FERT, Plant1000: MIBC............29
H10005:KS01................................................................................................39
7. Sales Scenario...................................................................................................30
8.5.5. CO: Create Marketing Cost Center:CC-MA-0005 into H10005:KS01
7.1. Plot of Scenario..........................................................................................30
......................................................................................................................39
7.1.1. SD:Create Customer Master:.............................................................30
8.5.6. CO: Create Sales Cost Center:CC-SD-0005 into H10005:KS01......39
7.1.2. SD:Create Product-specific condition:...............................................30
8.5.7. HCM:Create Organizational units|Subunits:DepBike-0005|SD7.1.3. SD:Create Customer-specific condition:............................................30
0005,Mark-0005:PPOCE..............................................................................39
7.1.4. SD:Create Sales Order:.....................................................................30
8.5.8. HCM:Create Jobs|General tasks:Manage-0005|Mgmt-0005, Secret7.1.5. PP:Manufacture Sales Order:............................................................30
0005|Corresp-0005,Orga-0005:PPOME.......................................................40
7.1.6. SD:Create delivery:............................................................................30
8.5.9. HCM:Create Positions:SD-DC-0005, SD-SE-0005, MA-DC-0005, MA7.1.7. FI:Enter Incoming payment:...............................................................30
SE-0005:PPOME..........................................................................................40
7.2. SD:Organizational levels............................................................................30
8.5.10. HCM:Assign Jobs|Positions:Manage-0005|SD-DC-0005, MA-DC7.2.1. Client...................................................................................................30
0005, Secret-0005|SD-SE-0005, MA-SE-0005:PPOME..............................40
7.3. Create Master data....................................................................................30
8.5.11. HCM:Create Positions|Individual tasks:SD-DC-0005|Acquise-0005,
7.3.1. DEF: Data sources of SD documents................................................30
MA-DC-0005|Advert-0005:PPOME..............................................................40
7.3.2. SD:Create Customer Master:50005 at Comp1000, SlsOrg1000,
8.5.12. HCM:Update Positions|Job/task shares:SD-DC-0005|ManageChn10, Div00:XD01......................................................................................30
0005=50%/Acquise-0005=50%, MA-DC-0005|Manage-0005=50%/Advert7.3.3. SD:Extend Customer Master:50005,Chn12:VD01............................30
0005=50%:PPOME.......................................................................................40
7.3.4. SD:Display Customer Master:50005:XD03.......................................31
8.5.13. HCM-PA:Check Infotypes:1001:PA30..............................................40
7.3.5. SD:Create Product-specific condition:SpeedStarlett-0005:MM02.....31
8.6. Recruitment process..................................................................................40
7.3.6. SD:Create Customer-specific condition:50005:VK31........................31
8.6.1. HCM:Check vacancy status:SD-DC-0005:PPOME...........................40
7.4. SD:Sales order process.............................................................................31
8.6.2. HCM:Create Job Ads:SD-DC-0005:PBAW........................................40
7.4.1. PROC:Order-to-cash backward scheduling milestones....................31
8.6.3. SAP Business Workplace:Job adverts 0005......................................41
7.4.2. DEF:Sales Order Document Flow by Milestones..............................31
8.6.4. HCM:Create Applicant master:00001561:PB10...........................41
7.4.3. SD:Create Sales Order:50005, 500PC SpeedStarlett-0005,
8.6.5. HCM:Update Applicant qualifications:00001561:PB30.................41
Plant1000, SalOrg1000, Chnl10:VA01.........................................................32
7.4.4. MM:Check MRP Status:SpeedStarlett-0005, Basis-Modul2-0005,
8.6.6. HCM:Vacancy assignment:00001561:PB30.................................41
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
PaulerSoft CANAL notes, page: 3
8.6.7. HCM:Check Applicant activities:00001561:PB60.........................41
9.9.1. FI:Create Asset Master Record:Asset Forklift-0005 in CostCtr
CCMSD-0005:AS01......................................................................................53
8.6.8.
HCM:Evaluate
Applicants:ProjMan=very
high,
9.9.2.
FI:Display
asset
in
P&L
statement:Comp1000,
KnowlExcelAboveAvg:PBAQ......................................................................41
BuinArea3000:S_ALR_87011965.................................................................53
8.6.9. HCM:Make Selction decision:00001561:PB60.............................43
9.9.3.
FI:
Display
asset
in
Balance
Sheet:Comp1000,
8.7. Hiring process............................................................................................43
BuinArea3000:S_ALR_87012284.................................................................53
8.7.1. HCM:Prepare transfer of applicant data:00001561:PB40............43
9.9.4. FI:Post Asset Acquisition:Buy Forklift-0005 from Vendor1000 for
8.7.2. HCM:Check Applicant activities:00001561:PB60.........................43
35000EUR+10%Tax:F-90.............................................................................53
8.7.3. HCM:Update Applicant master, infotypes bank details, prev.employer,
9.9.5. FI:Asset Explorer:Comp1000, 3414 0 (Forklift-0005):AW01N......53
education:00001561:PB30......................................................................43
9.10. Balance Sheet and Profit&Loss Statement.............................................53
8.7.4. HCM:Hiring Applicant:00001561:PBA7.........................................43
9.10.1. FI:Modify Balance Sheet and P&L Report structure:Acct900005
8.7.5. HCM:Display Personell master data:120005:PA30...........................44
FinStatmt INT:FSS0.................................................................................53
8.8. Personell planning&development...............................................................44
9.10.2. FI:Create Balance Sheet and P&L Report:Comp1000, FinStatmt
8.8.1. HCM:Update Position requirements profile:MA-DC-0005:PPPM......44
INT:S_ALR_87012284..................................................................................53
8.8.2. HCM:Display Career opportunities:1000(Ms. Anja Mueller):PPCP...44
8.8.3. HCM:Positions succession planning suitable employees to fill a 10. Managerial Accounting Scenario.....................................................................54
10.1. Plot of Scenario........................................................................................54
position:MA-DC-0005:PPSP.........................................................................44
10.1.1. Create master data...........................................................................54
8.8.4. HCM:Display profiles:(Ms. Schnuck):PPPD......................................44
10.1.2. Cost Center Planning.......................................................................54
8.8.5. HCM:Proposed employees to position profile matchup reporting:(Ms.
10.1.3. Manual Expenses Posting................................................................54
Mueller Ms. Scnuck):PEPM................................................................44
10.1.4. Internal Orders..................................................................................54
8.8.6. HCM:Create employee appraisal:120005(Gabor Pauler):APPCREATE
10.1.5. CO-PC:Product Costing...................................................................54
......................................................................................................................45
10.2.
DEF:FI-CO:Managerial Accounting.........................................................54
8.8.7.
HCM:Modify
employee
appraisal:120005(Gabor
10.2.1. DEF:FI-CO:Managerial accounting/Controlling................................54
Pauler):APPCHANGE...................................................................................45
10.3. CO:Data structures..................................................................................54
8.9. Training management................................................................................45
10.3.1. DEF: CO-OM Master Data Groups..................................................54
8.9.1. HCM:Book training:120005(Gabor Pauler):PSV1..............................45
10.3.2. DEF:CO-OM Master Data: Cost objects..........................................55
8.9.2. HCM:Traveling cost:120005(Gabor Pauler)Walldorf:TRIP............45
10.3.3. DEF:Statistical objects.....................................................................55
9. Financial Accounting Scenario..........................................................................47
10.4. CO:Processes..........................................................................................55
9.1. Plot of Scenario..........................................................................................47
10.4.1. CYC:CO-OM:Cost Center Planning Overview.................................55
9.1.1. General Ledger...................................................................................47
10.4.2. PROC:CO:Posting............................................................................55
9.1.2. Accounts Payable...............................................................................47
10.4.3. PROC:CO:Cost Allocation................................................................55
9.1.3. Accounts Receiveable........................................................................47
10.4.4. PROC:CO:Internal Orders................................................................55
9.1.4. Asset Accounting................................................................................47
10.4.5. PROC:CO-PC:Product Costing........................................................56
9.1.5. Balance Sheet and Profit&Loss Statement........................................47
10.4.6. PROC:CO-PA:Profitability Analysis..................................................56
9.2. DEF:Structures of FI..................................................................................47
10.4.7. PROC:EC-PCA:Profit center accounting.........................................56
9.2.1. DEF:Chart of Accounts.......................................................................47
10.5. CO-OM:Create master data.....................................................................56
9.2.2. DEF:FI-GL:General Ledger (G/L).......................................................47
10.5.1. CO:Create Cost center:CC-CA-0005(Cafteria):KS01:.....................56
9.2.3. DEF:New SAP General Ledger..........................................................48
10.5.2. CO:Create Cost center: CC-MT-0005(Maintenance): KS01:.....56
9.3. TYPES:Accounting.....................................................................................48
10.5.3. CO:Create Cost center: CC-MF-0005(Manufacturing): KS01:. .56
9.3.1. DEF:FI-FI:Financial accounting.........................................................48
10.5.4. CO:Create Statistical key Figure:EM0005(Employees):KK01.........57
9.3.2. DEF:FI-CO:Managerial accounting/Controlling..................................48
10.5.5. CO:Create Secondary Cost Element:CAF-0005:KA06....................57
9.4. PROC:Accounting......................................................................................48
10.5.6. CO:Create Secondary Cost Element: MNT-0005:KA06..............57
9.4.1. G/L Account posting document..........................................................48
10.5.7. CO:Create Secondary Cost Element: MFT-0005:KA06..............57
9.4.2. FI-AP:Accounts payable handling......................................................48
10.5.8. CO:Create Activity Types:MT0005:KL01.........................................57
9.4.3. FI-AR:Accounts Receiveable handling..............................................49
10.5.9. CO:Create Activity Types:MF0005:KL01.........................................57
9.4.4. PROC:Asset Accounting....................................................................49
10.5.10. CO:Create Cost Center Gropup:Group-0005:KSH1......................57
9.5. Customizing Organizational levels.............................................................49
10.6. CO-OM:Cost Center Planning.................................................................57
9.5.1. IMG:Display Currency:Company1000:SPRO....................................49
10.6.1. CO:Set Planner Profile:SAPALL:KP04.............................................57
9.5.2. IMG:Display companies of:Controlling Area 1000:SPRO..................49
10.6.2. CO:Planning number of employees:EM0005=20 at CC-MF9.5.3. IMG:Display Fiscal Year variant:Controlling Area 1000:SPRO..........50
0005:KP46....................................................................................................57
9.5.4. IMG:Display Operating Concern:Controlling Area 1000:SPRO.........50
10.6.3. CO:Planning number of employees:EM0005=5 at CC-MT9.5.5. IMG:Display Cost Center Accounting:ContArea1000:SPRO.............50
0005:KP46....................................................................................................57
9.6. General Ledger..........................................................................................50
10.6.4. CO:Planning Activity Output:MT0005=10000H at CC-MT-0005:KP26
9.6.1. IMG:Display Chart of Accounts:International(INT):SPRO.................50
......................................................................................................................57
9.6.2. IMG:Display Chart of Accounts:Company1000:SPRO......................50
10.6.5. CO:Planning Activity Output:MF0005=40000H at CC-MF-0005:KP26
9.6.3. IMG:Display Chart of Accounts:ContrArea1000:SPRO.....................50
......................................................................................................................57
9.6.4. FI:Display Accounts in Chart of Accounts:International(INT):F.10....50
10.6.6. CO:Planning Primary Cost Input:417000(PurchServ)=150000EUR at
9.6.5. FI:Create G/L account in Chart of Account:CONS|312600|
CC-CA-0005:KP06........................................................................................57
900005INT:FSP0......................................................................................50
10.6.7. CO:Planning Primary Cost Input:430000(Salaries)=150000EUR at
9.6.6. FI:Create G/L account:Company1000|900005:FSS0........................50
CC-MT-0005:KP06........................................................................................57
9.6.7. FI:Enter G/L Account Document:Credit:113000BankDebit:900005
10.6.8. CO:Planning Primary Cost Input:420000(DirectLabour)=600000EUR
5000EUR:FB50.............................................................................................50
at CC-MF-0005|MF0005:KP06.....................................................................57
9.6.8. FI:Check Account:Comp1000|Acct900005:FS10N............................52
10.6.9.
CO:Planning
Activity
Input
transfer:CC-MT9.7. Accounts Payable.......................................................................................52
0005MT0005=1000HCC-MF-0005:KP06............................................58
9.7.1. FI:Enter Vendor Invoice:Vend100268 10000EUR to CCMSD10.6.10. CO:Check Planning:CC-CA-0005, CC-MT-0005, CC-MF0005:FB60....................................................................................................52
0005:KSBL....................................................................................................58
9.7.2. FI:Display open items at Vendor Invoice:Comp1000,
10.6.11. CO:Plan cafeteria cost assessment: CC-CA-0005|CAFVend100268:FBL1N......................................................................................52
0005=150000EUR Group-0005|by EM0005:KSUB.................................58
9.7.3. FI:Automatic payment run:Comp1000, Vend100268, next month:F111
10.6.12. CO:Auto price calculation of activity types:Group-0005:KSPI.......58
......................................................................................................................52
10.7. CO-OM:Posting Actual Expenses Manually............................................58
9.7.4. FI:Display cleared items:Comp1000, Vend100268:FBL1N...............52
10.7.1. CO:Plan/Actual comparison:Group-0005: S_ALR_87013611..........58
9.7.5. FI:Display cleared items:ReconcAcct160000:FAGLB03...................52
10.7.2. CO:Direct activity allocation:CC-MT-0005MT0005=200HCC9.8. Accounts Receiveable................................................................................52
MF-0005:KB21N...........................................................................................58
9.8.1. FI:Display customer with incomplete master data:Comp1000,
10.7.3. FI:Post external expenses: 417000(ExternServic)=12500EUR at
Cust50005:F.32.............................................................................................52
CC-CA-0005:FB50........................................................................................58
9.8.2. FI:Create Credit Management Master:Cust50005, TotLim:500000,
10.7.4. CO:Period-end closing assesment cycle:CC-CA-0005|CAFLimCredContArea1000:10000:FD32............................................................52
0005Group-0005|by EM0005:KSU5.........................................................59
9.8.3. SD:Create Sales Order:50005, 10PC SpeedStarlett-0005, Plant1000,
10.8. CO-OM-OPA:Internal Orders...................................................................59
SalOrg1000, Chnl10:VA01............................................................................52
10.8.1. CO:Create internal order:100291 at 4500(R&D):KO04...............59
9.8.4. FI:Release Blocked SD Document:Cust50005:VKM1.......................53
9.9. Asset Accounting........................................................................................53
10.8.2. MM:Purchase order:100PC Gearing-0005 from 100268:ME21N....59
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
10.8.3. MM:Display Commitments:100291: S_ALR_87012999..............59
10.8.4. MM:Goods Receipt for Order:4500017613:MIGO....................59
10.8.5.
CO:Direct
activity
allocation:
CC-MF0005MF0005=100H100291:KB21N.................................................60
10.8.6. FI:Post expenses: CC-MF-0005|CostElmt420000=1845EUR, CCMT-0005|CostElmt430000=3600EUR: FB50...............................................60
10.8.7. MM:Display Real Costs:100291: S_ALR_87012999...................60
10.8.8. CO:Add cost element MF-0005 to allocation cost element group
OAS_ORDERS:KAH2..................................................................................60
10.8.9. CO:Settle internal order:100291:KO88........................................60
10.9. EC-PCA:Profit Center Accounting...........................................................60
10.9.1. EC-PCA:Profit Center Assignment Monitor:CC-MF-0005:1KE4......60
10.9.2. EC-PCA:Profit Center Report:PROF-0005:S_ALR_87009712........60
10.10. CO-PA:Profitability analysis...................................................................60
10.10.1. CO-PA:Profitability analysis:SalesOrg1000:KE30..........................60
10.11. CO-PC:Product Costing.........................................................................62
10.11.1. PP:Create new Work Center:PL-0005:CR01.................................62
10.11.2. PP:Integrate work center into Routing:PL-0005SpeedStarlett0005:CA02....................................................................................................62
10.11.3. CO:Run Product cost estimate:SpeedStarlett-0005:CK11N..........62
11. Enterprise Asset and Service Management Scenario.....................................63
11.1. Plot of Scenario........................................................................................63
11.1.1. LO-PM:Corrective Maintenance.......................................................63
11.1.2. LO-CS:Service Order Processing.....................................................63
11.2. Organizational levels of Maintenance and Service..................................63
11.2.1. Client.................................................................................................63
11.3. Data Structures of Maintenance and Service..........................................63
11.3.1. DEF:Technical Objects Master.........................................................63
11.3.2. Equipment Install/Dismantle Goods movements.............................64
11.4. PROC:LO-PM:Corrective Maintenance...................................................64
11.4.1. Notification list..............................................................................64
11.4.2. Create Maintenance Order...........................................................64
11.4.3. Scheduling....................................................................................64
11.4.4. Execution and Completion...........................................................64
11.4.5. LO-PM-IS:Plant Maintenance Information System|History..............65
11.5. PROC:LO-CS:Service Order....................................................................65
11.5.1. Create Service Notification..........................................................65
11.5.2. Create Service Order...................................................................65
11.5.3. Service planning...........................................................................65
11.5.4. Control..........................................................................................65
11.5.5. Execution......................................................................................65
11.5.6. Completion...................................................................................65
11.5.7. CS:Cost analysis..........................................................................65
11.6. LO-PM:Display Master Data....................................................................66
11.6.1. LO-PM:Display Functional Locations: Plant1000|Sys00(Water
clarification):IH06..........................................................................................66
11.6.2. LO-PM:Display Equipment Master:TEQ-00:IE03.............................66
11.7. LO-PM:Corrective Maintenance...............................................................66
11.7.1. LO-PM:Create Maintenance Request:00-B01|TEY-00|Frame:IW2666
11.7.2. LO-PM:Create Maintenance Order from request:817854:IW22. .66
11.7.3. LO-PM:Run Plan/Actual Comparison Cost Analysis and
Release:817854:IW32..............................................................................66
11.7.4. LO-PM:Planned Material Withdrawal fro Maint.Order: 817854|
Mat100-600(Support base):MB11.................................................................66
11.7.5. LO-PM:Maint.Order Confirmation:817854:IW42..........................66
11.7.6. LO-PM:Technical Completion and Cost Analysis of
MaintOrder:817854:IW32.........................................................................66
11.7.7. CO-OM:Cost Settlement of MaintOrder:817854:KO88................67
11.7.8. LO-PM:Business Completion of MaintOrder:817854:IW32.........67
11.7.9. LO-PM:Cost Reporting:817854:IW38...........................................67
11.7.10. LO-PM:Location Reporting:MaintPlant1000:MCI3.........................67
11.8. LO-CS:Service Order Processing............................................................67
11.8.1.
LO-PM:Display
Equipment
Master:Cust:T-CSD00|Equip:TCSE100:IE03................................................................................................67
11.8.2.
LO-CS:Create
Service
Order:502732:T-CSE100(server
down):IW54...................................................................................................67
11.8.3. LO-PM:Service Order Confirmation:502732:IW42.......................67
11.8.4. LO-CS:Service Order Billing:502732:DP90..................................67
11.8.5. LO-CS:Display printed bill:90038160:VF03................................67
12. Project Management Scenario........................................................................68
12.1. Plot of scenario:.......................................................................................68
12.1.1. Enter master data:............................................................................68
12.1.2. LO-PS:Create project structure........................................................68
12.1.3. LO-PS:Project Planning....................................................................68
12.1.4. SD:Project Orders............................................................................68
12.1.5. LO-PS:Project execution..................................................................68
12.1.6. SD:Billing:.........................................................................................68
12.2. LO-PS:Project Organization Structure:....................................................68
12.3. LO-PS:Project Master Data:....................................................................68
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
1.Introduction
1.1.DEF: Enterprise Resource Planning (ERP)
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
1.2.8.4.SAP Product packages:
1.2.8.4.1.SAP Business Suite
1.2.8.4.1.1.ERP: Common basic applications
1.2.8.4.1.2.PLM: Project Lifecycle management
1.2.8.4.1.3.SCM: Supply Chain Management
1.2.8.4.1.4.SRM: Supplier Resource Management
1.2.8.4.1.5.CRM: Customer Relationship Management
Separate enterprise:
Legally,
Database structure,
Work area
1.5.2.Order to Cash
1.5.3.Produce a service
-
SD: Cost bearer SD: Sales order FI: Billing FI: Order
settlement
- Information environment
1.6.3.1.Logistic Information System (LIS)
- Aggregate transaction data by
- Time periods
- Key figures
1.6.3.2.Sales Information Syste (SIS)
1.8.5.1.Favorites
1.4.2.Transactions data
1.5.1.Purchase to pay
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
2.Procurement scenario
-
2.1.Organizational environment
2.1.1.Client: 901
2.1.1.1.FI: Company:
- 1000-Frankfurt
- 2000-UK
2.1.1.1.1.LO: Plant:
- 1000-Hamburg
- 1100-Berlin
- 2000-Heathrow
2.1.1.1.1.1.LO: Storage:
- 0001-Hamburg
- 0002-Hamburg
- 0001-Berlin
- 0002-Berlin
- 0003-Berlin
2.1.1.1.2.MM: Purchasing organization:
- Procurement organizational unit, which negotiates pricing
conditions
2.1.1.1.2.1.Plant-specific:
- A-Plant1000
- B-Plant1100
2.1.1.1.2.2.Cross-plant, one company:
- 1000-Company1000
2.1.1.1.2.3.Cross-company:
- C100-Company1000, 2000, 3000
2.1.1.2.MM: Purchasing group:
- Group of purchasers dealing with purchasing the same materials
regardless company and purchasing organization
2.3.1.1.At organization
2.3.1.1.1.Client: 901
2.3.1.1.1.1.Company: 1000
- Channel: 10
- Storage: 0001
- SalesOrg: 1000
- Cotrolling area: 1000
2.3.1.2.Bill of material (BOM)
2.3.1.2.1.1pcs Semi finished: Basis-Module-0005
2.3.1.2.1.1.1pcs Raw mat: Carb-Frame-0005: Order
2.3.1.2.1.2.2pcs Raw mat: Wheel-0005: Order
2.3.1.2.1.3.1pcs Raw mat: Chain-0005: Order
2.3.1.2.1.4.1pcs Trading good: Gearing-0005: Order
2.3.1.2.2.2pcs Raw mat:Pedal: On stock
2.3.1.2.3.2pcs Raw mat:Brakes: On stock
2.3.1.2.4.1pcs Raw mat:Handlebar: On stock
2.3.1.2.5.1pcs Raw mat:Saddle: On stock
2.3.1.3.Task
- Order missing parts
2.4.Master data
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
2.4.1.2.|MMB1 Semi-Finished product: Basis-Module-0005
- Only differences from previos shown!
2.4.1.2.1.TAB:Basic Data 1
- DDN:Material Description = Basis-Module-0005
- TBX:Gross weight = 13KG
- TBX:Net weight = 11
2.4.1.2.2.TAB:MRP 2
- TBX:In-house production = 3 days
2.4.1.2.3.TAB:Accounting 1
- DDN:Standard price = 2000
- DDN:Valuation class = 7900 (semi finished products)
2.4.1.3.|MMR1 Raw material: Carb-Frame-0005
- Only differences from previos shown!
2.4.1.3.1.TAB:Basic Data 1
- DDN:Material Description = Carb-Frame-0005
- DDN:Material Group = 020(vehicle)
- TBX:Gross weight = N/A
- TBX:Net weight = N/A
2.4.1.3.2.TAB:Purchasing
- DDN:PurchasingGrp = 000(Chef)
2.4.1.3.3.TAB:MRP 2
- DDN:Procurement type = F (External)
- TBX:Planned delivery time = 3 days
- DDN:Stor.location = 0001
2.4.1.3.4.TAB:Accounting 1
- DDN:Standard price = 750
- DDN:Valuation class = 3000 (raw materials)
2.4.1.4.|MMR1 Raw material: Wheel-0005
- Only differences from previos shown!
- Use the previous as Reference material on start screen!
2.4.1.4.1.TAB:Basic Data 1
- DDN:Material Description = Wheel-0005
2.4.1.4.2.TAB:Accounting 1
- DDN:Standard price = 100
2.4.1.5.|MMR1 Raw material: Chain-0005
- Only differences from previos shown!
- Use the previous as Reference material on start screen!
2.4.1.5.1.TAB:Basic Data 1
- DDN:Material Description = Chain-0005
2.4.1.5.2.TAB:MRP 2
- TBX:Planned delivery time = 4 days
2.4.1.5.3.TAB:Accounting 1
- DDN:Standard price = 75
2.4.1.6.|MMH1 Trading good: Gearing-0005
- DEF: Highly standardized products
- Only differences from previos shown!
2.4.1.6.1.TAB:Basic Data 1
- DDN:Material Description = Gearing-0005
2.4.1.6.2.TAB:MRP 2
- TBX:Planned delivery time = 6 days
2.4.1.6.3.TAB:Accounting 1
- DDN:Standard price = 500
- DDN:Valuation class = 3100(Finished prod)
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
2.5.Procurement process
2.5.1.MM: Create Purchasing Requisition:ME51N
2.5.2.1.DEF:Purchasing Order(PO):
- Document detailing materials to purchase in given quantities at
given prices/conditions from given vendors
2.5.2.1.1.Ways of creation:
2.5.2.1.1.1.ALT:Manually by purchaser
2.5.2.1.1.2.ALT:From rference to purchasing requisition:
- Purchaser/ or SAP automatically selects best price bidding
vendors by their Purchase Info Record|Conditons, for others
rejection letter is posted automathically
- Or Purchaser creates individual Outline Agreement with vendor
2.5.2.1.1.3.ALT:From reference to another purcasing order
- Reduces the need of data entry work at repeating orders
2.5.2.1.2.Data sources
- Material master
- Vendor
DEF: Appearence of a purchasing order in a given communication channel (e-mail, fax, etc). It can be customized channelwise
- LO|MM|Purchasing|Purchasing order|Message|ME9F Print|
- SCR:Start
- DDN:Purchase order = 4500017337
- DDN:PurchOrg = 1000
2.5.4.1.SCR:Main
- LIN:Purchase order = 4500017337
- BTN:Display message
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
2.6.Goods processing
2.6.1.DEF: Stock Usability Types:
2.6.1.1.ALT:Unrestricted
2.6.1.2.ALT:Quality inspection
2.6.1.2.1.ALT:Material master-based:
- Material regularly inspected, set at:
- MM01|TAB:Purchasing|CHK:Post to insp. Stock = True
2.6.1.2.2.ALT:Purchase/Production order-based:
- Material inspected only once, set at:
- Purchase/Production Order|Stock type|Quality inspection
2.6.1.3.ALT:Blocked
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
2.7.Invoice processing
2.7.1.MM: Enter Vendor Invoice:MIRO
2.8.3.Production Planning(PP):
-
2.8.4.Maintenance( MT):
-
2.7.3.1.Accounting|FI|Accounts payable|Account|FBL1N
Diplay/Change line items|
2.7.3.1.1.SCR:Start
- DDN:Vendor Account = 100268
- DDN:Company Code = 1000
- RAD:Open items = True:Show unpaid items, select this!
- RAD:Cleared items = False:Show paid items
- BTN:Run:
2.7.3.1.2.SCR:Main:Check amount due!
2.7.4.FI: Payment:F58
2.7.4.1.DEF:Payment
- ALT:Manual outgoing payment
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
2.9.Reporting
2.9.1.MM:List display:ME2L
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
3.2.Plot/Preconditions of Scenario
-
3.3.2.1.DEF: BOM:
- Describes list of materials necessary to produce Base quantity
from a given material
3.3.2.1.1.BOM content is always single-leveled:
3.3.2.1.1.1.Header: contains all general settings:
- Described material ID
- BOM usage
- Business applications of BOM
- Lot size range where BOM valid
- Validity dates
- Status of BOM(Planned/Actual/Archuved)
3.3.2.1.1.2.Items list:
- ALT: Components:
- Raw material ID
- Description
- Quantity
- Control code
- Item category:
- Stock items: fix quantity warehoused material
- Non-stock items: non-warehoused item
- No material master record necessary, instead of that it
can be stored in material groups
- Can be ordered directly to Production Order (PO)
- eg. Consumable goods
- Variable size items: their quantity may change with final
product size eg. Area of steel plate
- Text items:
- Document items: documentation of manufacturing
algorithm
- Class items:
- Intra materials:
- ALT: Assemblies: they are materials composed from componets
according to their own BOM
- So multi-level hierearchy can be built from several
interlinked BOMs!
- We define chain of BOMs always from simplest assebly
made from raw materials towards finished product up!
3.3.2.1.1.3.Alternative items list at multiple BOMs:
- different lot sizes of production may require different material
composition
3.3.2.2.Create BOM:Basis-module-0005:CS01
- LO|PP|Master|BOM|BOM|Material BOM|CS01 Create|
3.3.2.2.1.SCR:Start
- DDN:Material = Basis-module-0005
- DDN:Plant = 1000
- DDN:BOM usage = 1(Production)
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
- TBX:Valid = 01.01.CurrYear
3.3.2.2.2.SCR:Main
I
ItemCateg Component
Quan
t
ory
tity
e
m
0 L(Stock
Carb-frame1 PC
0 item)
0005
1
0
0 L(Stock
Wheel-0005
2 PC
0 item)
2
0
0 L(Stock
Chain-0005
1 PC
0 item)
3
0
0 L(Stock
Gearing1 PC
0 item)
0005
4
0
- BTN:Save
3.3.2.3.Create BOM:Basis-modul2-0005:CS01
- LO|PP|Master|BOM|BOM|Material BOM|CS01 Create|
3.3.2.3.1.SCR:Start
- DDN:Material = Basis-modul2-0005
- DDN:Plant = 1000
- DDN:BOM usage = 1(Production)
- TBX:Valid = 01.01.CurrYear
3.3.2.3.2.SCR:Main
I
ItemCateg Component
Quan
t
ory
tity
e
m
0 L(Stock
Alu-frame1 PC
0 item)
0005
1
0
0 L(Stock
Wheel-0005
2 PC
0 item)
2
0
0 L(Stock
Chain-0005
1 PC
0 item)
3
0
0 L(Stock
Gearing1 PC
0 item)
0005
4
0
- BTN:Save
3.3.2.4.Create BOM:Speedstar-0005:CS01
- LO|PP|Master|BOM|BOM|Material BOM|CS01 Create|
3.3.2.4.1.SCR:Start
- DDN:Material = Speedstar-0005
- DDN:Plant = 1000
- DDN:BOM usage = 1(Production)
- TBX:Valid = 01.01.CurrYear
3.3.2.4.2.SCR:Main
I
ItemCateg Component
Qua
t
ory
ntity
e
m
3.3.3.Routings
3.3.3.1.DEF: Routing
- Description of a production process of a material
3.3.3.1.1.Contents
- Material ID
- Plant ID
- Routing group
- Group counter
- Standard sequence
- Process step ID
- Description
- Work center:responsible position
- Standard value:amount of time neccessary for step
- Base quantity:How much units material are procesed together in
a step
- Production resource usages:how to share tools, machinery
- Paralel sequences:alternatives depend on
- Make to stock
- Special orders
3.3.3.1.2.Export options
- Can be transferred from SAP ERP to separate SAP APO, SAP
SCM products in Production Process Model (PPM) format
0 L(Stock
Basis-module1
0 item)
0005
PC
1
0
0 L(Stock
Pedal
2
0 item)
PC
2
0
0 L(Stock
Brakes
2
0 item)
PC
3
0
0 L(Stock
Handlebar
1
0 item)
PC
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
3.3.3.2.Create routing:Basis-module-0005:CA01
- LO|PP|Master|Routing|Routing|Normal routing|CA01
Create|
3.3.3.2.1.SCR:Start
- DDN:Material = Basis-module-0005
- DDN:Plant = 1000
- TBX:Key date = 01.01.CurrYear
3.3.3.2.2.SCR:Head
- DDN:Usage = 1(Production)
- DDN:Staus = 4(Released)
3.3.3.2.2.1.BTN:Operations
Op StdTimesofOperat Work
CtrlKey
Stand
er
Ctr
Txt
00 |DoubleClick:
1420
PP01
P000
10 Setup = 30 MIN
(Normal)
001
1422(Setup hour)
(Stag
e
mater
ial)
00 |DoubleClick:
1420
PP01
P000
20 Machine = 15 MIN
(Normal)
002
1420(Machin hour)
(Asse
Labor = 45 MIN
m1421(Wage hour)
bly)
00 |DoubleClick:
1420
PP99
P000
30 Labor = 24 MIN
(Milestone 005
1421(Wage hour)
put to
(Deliv
stock)
e-ry)
3.3.3.2.2.2.BTN:Save
- Take note of Routing ID: 50001319
3.3.3.3.Create routing:Basis-modul2-0005:CA01
- LO|PP|Master|Routing|Routing|Normal routing|CA01
Create|
3.3.3.3.1.SCR:Start
- DDN:Material = Basis-modul2-0005
- DDN:Plant = 1000
- TBX:Key date = 01.01.CurrYear
3.3.3.3.2.SCR:Head
- BTN:Copy
- Routing = 50001319
- DDN:Reference material = Basis-module-0005
3.3.3.3.2.1.BTN:Save
- Take note of Routing ID: 50001320
3.3.3.4.Create routing:Speedstar-0005:CA01
- LO|PP|Master|Routing|Routing|Normal routing|CA01
Create|
3.3.3.4.1.SCR:Start
- DDN:Material = Speedstar-0005
- DDN:Plant = 1000
- TBX:Key date = 01.01.CurrYear
3.3.3.4.2.SCR:Head
- BTN:Copy
- Routing = 50001319
- DDN:Reference material = Basis-module-0005
3.3.3.4.2.1.BTN:Save
- Take note of Routing ID: 50001321
3.3.3.5.Create routing:Speedstarlett-0005:CA01
- LO|PP|Master|Routing|Routing|Normal routing|CA01
Create|
3.3.3.5.1.SCR:Start
- DDN:Material = Speedstarlett-0005
- DDN:Plant = 1000
- TBX:Key date = 01.01.CurrYear
3.3.3.5.2.SCR:Head
- BTN:Copy
- Routing = 50001319
- DDN:Reference material = Basis-module-0005
3.3.3.5.2.1.BTN:Save
- Take note of Routing ID: 50001322
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
PaulerSoft CANAL notes, page: 16
reach best compromise
- If there is Scheduling agrrement in Source list of material:
- Finally, dependent requirement is computed from modified
- Schedule Line Release
independent requirement in periods, considering production
- Schedule Line
time of components
3.4.2.Change material: MM02
- Tries to preserve even capacity use, but stay flexible for
3.4.2.1.DEF: Consumption setting of material
demand changes
- Set that Planned orders will consume (will be subtracted from)
- More difficult than simple strategies
Planned independent requirement: the plan should be reduced, if
3.4.1.3.3.Master Production Scheduling Adjustment (MPS)
one part of it becomes actual order
- It makes Standard Planning table for main profit generator
- Set the direction of consumption in time
finished products only to compute their independent requirement
3.4.2.2.Set consumption: SpeedStar-0005: MM02
- Then first level dependent requirement of their assemblies is
- LO|PP|Master data|Material master|Material| MM02 Change|
computed, and no already planned orders for these assemblies
3.4.2.2.1.SCR:Start
are considered!
- DDN:Material = SpeedStar-0005
- Resources reserved for 1st level dependent reqirement to
- BTN:Organiz
prevent other less important products to drain them
- Plant = 1000
3.4.1.4.Material Requirement Planning (MRP) methods:
- Storage = 0001
- Guarantees material availability
- BTN:View = MRP3
3.4.1.4.1.ALT:No MRP:
3.4.2.2.2.MM:TAB:MRP3
- Manual entry
- DDN:Consumption mode = 2(Consume)
3.4.1.4.2.ALT:PD(MRP):
- TBX:Backward period = 30
3.4.1.4.2.1.Multi level MRP
- TBX:Forward period = 30
- Design along fully extracted BOM, for all levels it computes with
3.4.2.2.3.BTN:Save
backward scheduling:
3.4.2.3.Set consumption: SpeedStarlett-0005: MM02
- Available quantity = stock + fixed receipts safety
- Same as above
stock
3.4.3.Create Product Groups: MC84
- Net requirement = Gross requirement available
3.4.3.1.DEF: Product Group:
quantity
- Groups similar products into common maintenance
- Procurement proposal = Round( NetReq/LotSize )
3.4.3.2.Create product group: Racing-Bike-0005: MC84
LotSize
- LO|PP|SOP|Product group|MC84 Create|
- Component due time = Head due time component
3.4.3.2.1.SCR:Start
pruduction|delivery time
- DDN:Product Group = Racing-Bike-0005
3.4.1.4.2.2.Single level MRP:
- TBX:Product Group = Racing-Bicycle-0005
- same just for lowest 1 level of BOMs
- DDN:Plant = 1000
3.4.1.4.3.ALT:Consumption-based planning:
- DDN:Unit = PC
For
low
valued,
simple,
stanardized
components
consumed
at
- RAD:Members = Material
high quantity (eg. Consumable goods)
3.4.3.2.2.SCR:Main
- Do not use BOM explosion to compute dependent requirement,
Material
Aggregation
Proportio
instead it forecast future consumption from past:
factor
n
Reorder
quantity
method:
SpeedStar-0005
0
60
- It automaticly orders fixed lot size quantity when stock goes
SpeedStarlett0
40
under
0005
- Reorder quantity = safety stock + daily fix
3.4.3.2.3.BTN:Save
consumptionreplenishment time.
3.4.4.Create Sales and Production Plan: MC82
Optimal
if
transport
is
flexible
in
time
but
inflexible
in
size
(eg.
3.4.4.1.DEF: Sales and Production Plan content:
Concrete)
- Aggregated plans for product groups broken up by months
- Periodic reorder method:
- Target Days Supply:How many days production should be kept
- Periodicly orders changing quantity.
on safety stock
Optimal
if
transport
inflexible
in
time
and
flexible
in
size
(eg.
- Production is computed from sales plan and safety stock
Newspaper)
3.4.4.2.Create Plan: MC82
- Simple automated ordering
- LO|PP|SOP|Planning|Product group|MC82 Change|
- Higher cost of inventory
3.4.4.2.1.SCR:Start
3.4.1.4.4.MRP Run levels
- DDN:Group = Racing-Bike-0005
- Total for Plant and reevaluates BOMs:NEUPL
- DDN:Plant = 1000
- MRP group
- BTN:Active version: creates A00(Active) plan
- Refined manual selection
3.4.4.2.2.SCR:Create rough plan
- Single Material
Month
No No No No No No
- For net changes only:NETCH
w+ w+ w+ w+ w+ w+
- For a given time period (usually 30days):NETPL
2
3
4
5
6
7
- Online/Background job
Sales
20
15
10
15
20
17
3.4.1.4.5.MRP Outputs
00
00
00
00
00
50
3.4.1.4.5.1.Types:
TargetDaysS
3
3
3
3
3
3
- Stock/requirement list:
upply
- Dynamic list summing up results from all Stocks, Orders,
- KEY:Enter:
and MRP runs
- LIN:Stock level:calculated automatically with negative quantities
- MRP lists:
- Edit|Create production plan|Target days supply|
- Static list with the results of 1 MRP run
- LIN:Production: calculated automatically (may vary little bit
- Can contain error list of inconsistencies in BOMs
because different lenght of the months)
3.4.1.4.5.2.Content:
- LIN: Stock level:shifts to positive
- SCR:Top: Variable header
3.4.4.2.3.BTN:Save
- SCR:Left: Material BOM tree
3.4.5.Disaggregation
of Production Plan: MC75
- SCR:Right: MRP items requirement/stock
3.4.5.1.DEF: Disaggregation:
3.4.1.5.PP/MM:Production/Procurement Execution
- Breaks up aggregate plans to individual products by their
3.4.1.5.1.MRP Consequence Documents
proportion factor
3.4.1.5.1.1.At internal products it creates:
- Transfers them to demand management as planned independent
- Planned order
requirement
- Production order
- But no dependent requirements are created
- Planned reservation for dependents
3.4.5.2.Disaggregate group: Racing-Bike-0005: MC75
3.4.1.5.1.2.At external materials it creates:
- LO|PP|SOP|Disaggregate|MC75 Transfer Product Group|
If
there
is
no
scheduling
agrrement
in
source
list
of
material:
3.4.5.2.1.SCR:Start
- Purchase requisitions: No vendor yet
- DDN:Product group = Racing bike-0005
- Purchase orders: Vendor assigned
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
- DDN:Plant = 1000
- DDN:Version = A00
- CHK:Prod. plan for mat. as a proportion = True
- DDN:From date = Now
- CHK:Invisible transfer = False(Show manual override screen)
- CHK:Active = True
- BTN:Transfer now
3.4.5.2.2.SCR:Manual override plan
th
- Take note of 5 months production quantity of Speedstar-0005:
1232
3.4.5.2.3.BTN:Save:Speedstar-0005
3.4.5.2.4.BTN:Save:Speedstarlett-0005
3.4.5.3.Display Stock/Requirements list: SpeedStar-0005: MD04
- LO|PP|MRP|Evaluations|MD04 Stock/Requirements list|
3.4.5.3.1.SCR:Start
- DDN:Product = SpeedStar-0005
- DDN:Plant = 1000
3.4.5.3.2.SCR:Main
- COL:MRP Element,Reqirement,Available are updated
3.4.5.4.Display Stock/Requirements list: SpeedStarlett-0005:
MD04
- Same as above
- Take note of last months unrestriced use stock of Speedstarlett0005: -3966
3.4.6.1.DEF:MRP
- Create dependent requirement for independent requirement
- After BOM explosion
3.4.6.2.MRP Run: SpeedStar-0005: MD02
- LO|PP|MRP|Planning|MD02 Single item, multi level|
3.4.6.2.1.SCR:Start
- DDN:Material = SpeedStar-0005
- DDN:Plant = 1000
- DDN:Processing key = NETCH(Only net change)
- DDN:Create purchase req. = 2(In opening period)
- DDN:Delivery schedules = 3(Apply) but now there isnt any
- DDN:Create MRP list = 1(Create list)
- DDN:Planning mode = 1(New plan)
- DDN:Scheduling = 1(Basic dates will be determined)
- CHK:Also plan unchanged components = False
- CHK:Display results before they are saved = False
- CHK:Display material list = False
- CHK:Simulation mode = False
- KEY:Enter,Enter
3.4.6.2.2.SCR:MRP Summary
- Dependent components not in stock will generate exceptions
3.4.6.3.Display Stock/Requirements list: SpeedStar-0005: MD04
- LO|PP|MRP|Evaluations|MD04 Stock/Requirements list|
3.4.6.3.1.SCR:Start
- DDN:Product = SpeedStar-0005
- DDN:Plant = 1000
3.4.6.3.2.SCR:Main
- Independent planned orders show up for months
- They consume (balance) up independent requirements to 0
3.4.6.3.2.1.LIN:MRPElmt = PlOrd(Planned order):DoubleClick
- SCR: Follow-up documents: could be created here
- BTN:Production Order
- BTN:Partial Production Order
- BTN:Process Order
- BTN:Partial Process Order
- BTN:Purchase Requisition
3.4.6.4.Display MRP list: SpeedStar-0005: MD05
- LO|PP|MRP|Evaluations|MD05 MRP list|
3.4.6.4.1.SCR:Start
- DDN:Product = SpeedStar-0005
- DDN:Plant = 1000
3.4.6.4.2.SCR:Main
- Goto|Stock/requirements list comparison|
- Differences can be check out
- If there was no production sice last MRP run, there should be no
differences
3.4.6.5.MRP Run: SpeedStarlett-0005: MD02
- Same as above
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
4.1.1.Integration
4.1.2.Document management
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
4.4.CA:Classification of material
4.4.1.Create characteristics: Bike-Type-0005: CT04
4.5.1.SCR:Start
-
DDN:Material = SpeedStar-0005
4.5.2.SCR:Main
4.5.2.1.FRM:Product structure
- LIN:Document
- LIN:BOM
- LIN:SpeedStar-0005|RightClick|Cange|
- LIN:Classification
- LIN:Routing
4.5.2.2.FRM:Right panel
- COL:Text:Description
- COL:Original:View original document in viewer
- COL:Values:Valid class values
- Take screenshot of product structure browser opened:
ProdStructSpeedStar-0005.JPG
Cross-application|classification|Classification find|CL30N
Objects in class|
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
5.1.2.1.Product costing:
- Do product costing, price mark, price release:
- Basis-Module-0005: 1588EUR
- SpeedStar-0005: 2377EUR
- Basis-Modul2-0005: 1088EUR
- SpeedStarlett-0005: 1877EUR
5.1.2.2. Re-run MRP
- As routings changed, re-run MRP for SpeedStar-0005
5.1.3.1.Production orders
- Planned orders of (semi)finished should be converted to
production orders:
- Basis-Module-0005: 1371PC
- SpeedStar-0005: 1371PC
5.1.3.2.Purchase orders
- Planned orders of raw materials should be converted to
production orders:
- Gearing-0005: 1371(for Basis-Module-0005)+914(for BasisModul2-0005)-100(Already on stock) = 2185PC
- Wheel-0005: 2742(for Basis-Module-0005)+1828(for BasisModul2-0005) = 4570PC
- Chain-0005: 1371(for Basis-Module-0005)+914(for BasisModul2-0005) = 2285PC
- Carb-Frame-0005: 1371PC(for Basis-Module-0005)
5.1.3.3.Post goods receipts
- All purchased material arrives on same day to inventory
5.1.3.4.Goods Issue
- Issue all components from inventory on same day to
manufactoring of:
-
Basis-Module-0005
SpeedStar-0005
Basis-Module-0005
SpeedStar-0005
5.2.1.1.1.Material master
- Material ID
- Measure unit
5.2.1.1.2.BOM
5.2.1.1.2.1.Header
- For Material ID
- BOM type:Production/Order
5.2.1.1.2.2.Item
- Type:Material/Document
- Material ID
- Quantity
5.2.1.1.3.DEF:Task lists:
5.2.1.1.3.1.ALT:Rate routings
5.2.1.1.3.2.ALT:Master recipe
5.2.1.1.3.3.ALT:Equipment task list
5.2.1.1.3.4.ALT:Inspection plan
5.2.1.1.3.5.ALT:Routing groups|Routings:
- Head
- For Material ID
- Standard/alternative sequences:
- Operations:
- Control key:PP01 normal/PP03 milestone
- DEF:Work centers:
- Cost center
- Activity types
- Tariffs
- Capacity formula key
- Scheduling formula key
- Cost formula key
- Standard values of activity types:
- LO|PP|Master|Routing|Routing|Standard|CA02 Change|
5.2.3.1.SCR:Start
- DDN:Material = SpeedStar-0005
- DDN:Plant = 1000
5.2.3.2.SCR:Main
5.2.3.2.1.FRM:Head
- DDN:Status = 04(Released)
- DDN:TaskListGroup = 50001321(Purpose of routing)
- TBX:GroupCounter = 1(Unique ID of routing inside group)
- TBX:LotSizeRange = 0 - 99.999.999 (Lot size range in which
current routing is valid, operation sequence may depend on lot
size)
- BTN:Sequences
5.2.3.2.2.SCR:Sequence types:
- LIN:Standard
- BTN:Operation
5.2.3.2.3.SCR:Standard sequence operations:
5.2.3.2.3.1.LIN:0010|Detail|Operation|
- TBX:BaseQuantity = 1
- DDN:UnitOfMeasure = PC
- FRM:Standard values
- LIN:Personell time
- TBX:BaseQuantity = 45
- DDN:UnitOfMeasure = MIN
5.2.3.2.4.BTN:CompAlloc|SCR:ComponentAssignment
- LIN:Pedal, Breaks, Handlebar, Saddle select
- BTN:New assignment|SCR:New assignment|
- DDN:Operation = 0020
5.2.3.2.5.BTN:Save
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
5.3.Production-On-Order Preparation
5.3.1.DEF: Production types
5.3.1.1.ALT:Order controlled
- It needs Sales Order
5.3.1.1.1.1.ALT: With Production Order
- Involves manufacturing Lots: series of fully identical products
5.3.1.1.1.2.ALT: With Process Order
- Involves continous manufacturing process, eg. Chemicals
5.3.1.2.ALT:Repetitive manufacturing
- No order related
- Assembly line
5.3.1.3.ALT:Project
- Given unique featured lot
- Completed on given deadline
5.3.1.4.ALT:Kanban
- Procurement driven
- Self controlled cycles of
- Unique identified kanban-containers
- Alternating between full/empty states
- Carrying given lots
- Involves:
- External procurement
- In-house production
- Stock transfer among storage
5.3.2.PROC:Production on Order
5.3.3.CO:Product Costing
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
5.3.3.1.4.DEF:Actual price:
- Planned price marked up and released for the material
5.3.3.1.5.DEF:Sales price.
- Gross Sales Price Condition negotiated with customer by
SalesOrg
- Contains overhead/margin above actual price
5.3.3.2.CO:Product Costing: Basis-Module-0005: CK11N
- FI|CO|Product Cost Controlling|Product Cost Planning|
Material costing|Cost estimate with quantity structure|
CK11N Create|
5.3.3.2.1.SCR:Start
- DDN:Material = Basis-Module-0005
- DDN:Plant = 1000
- DDN:Costing variant = PPC1(Standard costing Mat)
- DDN:Costing version =1(TP ProfitCenter)
- DDN:Costing lot size = 1
- KEY:Enter
- DDN:Costing date from = Now
5.3.3.2.2.SCR:Main
5.3.3.2.2.1.FRM:Left:Costing structure
- BOM hierarchy of materials
5.3.3.2.2.2.FRM:Right:Selected material
- TAB:Costs:
Cost
Total FixedVariable Curr
Goods Manufactured 1588 54 1534EUR
Goods Sold
2144 73 2071EUR
- FRM:Item: Itemized view
5.3.3.2.3.BTN:Save(Do not save in case of serious difference!)
- CHK:Itemization = True
- CHK:Log = True
5.3.3.3.CO:Mark price: Basis-Module-0005: CK24
- FI|CO|Product Cost Controlling|Product Cost Planning|
Material costing|CK24 Price update|
5.3.3.3.1.SCR:Start
- BTN:Marking allowance(It needs only in case nobody used
the current month yet!)
- SCR:Marking allowance
- DDN:Posting period = current month
- LIN:Company = 1000|DoubleClick|
- DDN:Costing variant = PPC1(Standard)
- DDN:Costing version = 01
- BTN:Save
- DDN:Posting period = current month
- DDN:Company Code = 1000
- DDN:Plant = 1000
- DDN:Material = Basis-Module-0005
- CHK:With list output = True
- CHK:Test run = False
- BTN:Run
5.3.3.3.2.SCR:Output
- LIN:Planned price = 1588
5.3.3.4.MM:Check price marking: Basis-Module-0005: MM03
- LO|MM|Master master|Material|Display|MM03 Display
current|
5.3.3.4.1.SCR:Start
- DDN:Material = Basis-Module-0005
- BTN:Select View:Costing2
- DDN:Plant = 1000
5.3.3.4.2.SCR:Main
5.3.3.4.2.1.TAB:Costing2
Price
FutureActualFuture
Planned price 1588
0
0
Standard price
2000
5.3.3.5.CO:Release price: Basis-Module-0005: CK24
- FI|CO|Product Cost Controlling|Product Cost Planning|
Material costing|CK24 Price update|
5.3.3.5.1.SCR:Start
- BTN:Release(Make planned price to standard)
- DDN:Posting period = current month
- DDN:Company Code = 1000
- DDN:Plant = 1000
- DDN:Material = Basis-Module-0005
- CHK:With list output = True
- CHK:Test run = False
- BTN:Run
5.3.3.5.2.SCR:Output
- LIN:Standard price = 1588
5.3.3.6.MM:Check current price: Basis-Module-0005: MM03
- LO|MM|Master master|Material|Display|MM03 Display
current|
5.3.4.MM:Re-run MRP:SpeedStar-0005:MD02
5.4.PP:Production order:SpeedStar-0005
5.4.1.DEF:Production Order process
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
1001389000010
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
5.5.4.1.DEF:Order settlement:
- Automatically balances order costs by settlement rules among
senders and receivers
- LO|PP|Prod contr|Period end closing|Settlement|KO88
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
6.1.2.LO:Warehouse management:
-
6.2.DEF:Goods Movements
6.2.1.DEF:Goods receipt
-
6.2.2.DEF:Goods issue
-
6.3.DEF:Organizational hierarchy
6.3.1.Client
6.3.1.1.Company
6.3.1.1.1.DEF:Transportation planning point:
- Settlement of transportation costs/profits
- Can be assigned only one company
6.3.1.1.1.1.DEF:Shipping point:
- Can serve multiple plants
6.3.1.1.1.2.Plant:
- Can have multiple shipping points and
- DEF:Storage:
- Site of quantitative inventory management
- Assigned to one plant
- Can be assigned to maximum one warehouse, but it is not
compulsory to assign any
6.3.1.1.2.DEF:Warehouse:
- PK: Warehouse Number
- Can be assigned to multiple Plant|Shipping point|Strorage
combination
6.3.1.1.2.1.DEF:Storage type:(Goods receipt/issue)
- DEF:Storage area
- DEF:Picking area
- DEF:Storage section
- DEF:Storage bin: Form master dat recors
6.4.1.Goods Receipt
6.4.2.Goods Issue
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
6.4.2.2.3.Picking with transfer order
6.4.2.2.4.Confirm transfer order
6.6.LO:Warehouse management
6.6.1.LO:Display stock overview: SpeedStar-0005: MMBE
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
6.6.8.1.SCR:Main
- DDN:Document = Display
- DDN:Reason = Material document
- DDN:Document number = 5000012473
- DDN:Plant = Empty!
6.6.8.1.1.FRM:item detail
6.6.8.1.1.1.TAB:WM(Warehouse management)
- Take note of storage type1: 902(GR Area External Receipts)
- Take note of TR number: 12
6.7.3.PROC:Cycle Counting
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
6.7.3.3.Count entry methods:
- ALT: Auto-create non-existing PI Doc at entering count then post
it
- ALT: Enter count in existing PI Doc then post it
- ALT: Enter count, PI Doc is not created before posting
6.7.7.MM:Display PI Doc/statistics:100001240:MI03
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
7.Sales Scenario
7.1.Plot of Scenario
7.1.1.SD:Create Customer Master:
-
7.1.6.SD:Create delivery:
-
7.2.SD:Organizational levels
7.2.1.Client
7.2.1.1.Company
7.2.1.1.1.Sales Area
- Combination of:
7.2.1.1.1.1.Sales Org
- Assigned to 1 company
- Negotiates sales conditions
- Carries resposibility for Customer recourse
- It has min 1, max any number of:
7.2.1.1.1.2.Distribution channel
7.2.1.1.1.3.Division:
- Product or service group
7.2.1.1.2.Plant
7.2.1.1.2.1.Storage
- Can be assigned to one plant
7.2.1.1.2.2.Shipping point
- Can be assigned to more plants
7.3.1.1.Customer master
7.3.1.1.1.TAB:General data
7.3.1.1.2.TAB:Sales area related
7.3.1.1.2.1.Partner functions
- Sold-to-party
- Ship-to-party
- Bill-to-party
- Payer
7.3.1.1.3.TAB:Company related
7.3.1.2.Material master
7.3.1.2.1.TAB:Basic
7.3.1.2.2.TAB:SalesOrg
7.3.1.2.3.TAB:Salesgeneral/Plant
7.3.1.2.4.TAB:Purchasing
7.3.1.3.Customer-material inforecord
- FK:Customer
- FK:SalesOrg
- FK:Channel
- FK:Material
- FK:Customer material number
- FK:Condition
- Material description at customer
- Shipping details
7.3.1.4.Condition master
7.3.1.4.1.Price
7.3.1.4.1.1.Types
- Material
- Customer
- Price list
7.3.1.4.1.2.Can be specified by any combination of
- Cust group|Customer
- Material group|Material
- Pricing group
7.3.1.4.2.Surcharge
7.3.1.4.3.Discount
7.3.1.4.4.Tax
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
7.3.4.2.1.2.TAB:Billing documents
Take note of code and function of terms of paymt: Sets cash
discount and payment periods 0001,Payable
immediately due net
7.4.1.1.Pre-sales/CRM
7.4.1.1.1.Mailing campaign
7.4.1.1.2.Tracking lost sales
7.4.1.2.Sales Order
- Sales Order Date
7.4.1.3.Availability check
- Done at sales order date
7.4.1.3.1.Modes
- 01:Daily check
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
7.4.2.3.1.3.Packing:
- Creates Shipping Unit hierarchy:
- Container
- Pallet
- Carton
- Can contain mutliple items from multiple deliveries
7.4.2.3.1.4.Goods issue posting:
- MM: Re-run MRP
- FI:Material stock account decrease
- FI:Transfer data for billing due list
7.4.2.3.1.5.Transport planning
7.4.2.3.1.6.Shipment monitoring
7.4.2.4.Billing
7.4.2.4.1.1.Billing document:
- FI:Increase Accounts receiveable
- FI:Create invoice
- FI:Track incoming payments
- CO:Update reporting systems
- Header
- Reference to multiple deliveries
- Destination country|Payer
- Due date
- Item
- Material, Quantity, Value, Tax
7.4.2.5.Payment
7.4.2.5.1.1.FI:Update G/L accounts:
- Debit payment,
- Credit Customer Receivable
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
00010
7.4.12.MM:Goods issue:Basis-Modul2-0005:MB1A
7.4.17.SD:Create delivery:13370:VL01N
7.4.19.SD:Delivery|Goods issue:80016247:VL02N
Delivery
-
Being proc.
7.4.14.MM:Goods issue:SpeedStarlett-0005:MB1A
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
7.5.SD:Reporting
7.5.1.DEF:SD:Sales Information System (SIS)
7.5.1.1.Data sources: Document lists
7.5.1.1.1.Online lists
7.5.1.1.1.1.By document area
- Sales
- Delivery
- Billing
7.5.1.1.1.2.By document status
- Open
- Completed
7.5.1.1.2.Worklists
7.5.1.1.2.1.By User|Role|Right
- Sales order
- Delivery
- Picking
- Goods issue
- Billing
7.5.1.2.Reports
7.5.1.2.1.Types:
7.5.1.2.1.1.Standard:
- Info Structures S001-S500 reserved:
- S001:Customer
- S002:SalesOffice
- S003:SalesOrg
- S004:Material
- S005:Shipping point
- S009:Sales support
- S060:Rebate
- S066:Credit limit
7.5.1.2.1.2.Flexible:
7.5.1.2.1.3.Individual:
- Info Structures S501-S999 in customizing
7.5.1.2.2.Tools:
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.1.2.Recruitment process
average)
8.1.3.Hiring process
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.1.4.Personell planning&development
8.1.5.Training management
8.2.1.Enterprise structure
8.2.1.1.Client
8.2.1.1.1.Company
8.2.1.1.1.1.Personell Area
- Display:|PersArea|Copy,Del,Check|BTN:Struct|BTN:Navig
- Modify:|Assgn PersArea to Company|
- Reporting group
- Authorization group
- Default values
- Personell Subarea:
- Display:|PersSubArea|Create|
- Contry|Legal person group
- Valid work calendar
- Time management group
- Wage type
- Basic pay
- Pay scales
- Employee
8.2.2.Personell structure
8.2.3.Organizational structure
8.3.DEF:HCM-PA Infotypes:
-
8.3.1.Content:
Data structures
Recods have validity period
- Data substructures: Field groups
- Fields
- Cross field plausibility rules
- Connected with relations
8.3.1.1.Infotypes 0000-0999:Personell Administration
8.3.1.1.1.Infotype 0000:Action-Assign Person to Position
- Job and OrgUnit cannot be changed here just displayed
- Default Enterprise and Personell hierarchy assignment is offered
8.3.1.1.2.Infotype 0001:Organizational assignment
- Assigns employee to a combination of structures:
8.3.1.1.2.1.Enterprise
- Company
- PersArea
- PersSubArea
- CostCtr
8.3.1.1.2.2.Personell
- EEGroup
- EESubGroup
- PayrollArea
- Contract
8.3.1.1.2.3.Organizational
- OrgUnit
- Job
- Position
8.3.1.1.2.4.Content:
- Authorization
- Payroll accounting
- Time management accounting
- Auxiliary data
8.3.1.1.3.Infotype 0002: Personell data
8.3.1.1.4.Infotype 0006: Address
8.3.1.1.5.Infotype 0009: Bank details
8.3.1.2.Infotypes 1000-1999:Personell Planning&Developement
8.3.1.2.1.Infotype 1013: Employee group/subgroup
8.3.1.3.Infotypes 2000-2999:Time management
8.3.1.4.Infotypes 3000-3999:LO integration
8.3.1.5.Infotypes 4000-4999:Recruitment
8.3.1.6.Infotypes 8000-9999:Customer-specific
-
8.3.2.GUI: PA30:
8.3.3.GUI:PA40:
-
Intra-company structure
Can be changed dynamically with transaction PPOCA
8.2.3.1.Company:
8.2.3.1.1.DEF: OrgUnit:
- They itself can create a multi-level hierarchy
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.4.PROC:HCM
8.4.1.Personnel Management (SAP HCM-PA)
8.4.2.1.Data sources
- Employee Self-Service: Cross-Application Time Sheets (CATS):
- Create accounts
- Enter times
- Release times
- Approve times by manager
- Follow up in othe modules
- Time managers workplace: Handles individual variations
- Time recording systems
- Online menus
8.4.2.2.Evaluation
- Time accounts
- Provision
- Attendace/Absence
- Overtime
- Leaves/Illness/Business trip
- Substitution
- Payroll/incentives
8.4.2.3.Integration
- LO: Capacity planning
- HR: Gross payments
- FI: Costs
- HCM-PE: schedule trainings
- PLM: Project advancement
- SCM: external employees
8.4.3.1.Tasks
8.4.3.1.1.Renumeration
- Basic pay + Pay scales
- Bonuses
- Overtime
- Leave
- Deductions
- Taxes
- Benefit contributions
8.4.3.1.2.Bank transfers
8.4.3.1.3.Check payments
8.4.3.2.PROC:
- Release, Master data locked
- Start
- SEL:Results OK?
- ALT:Not OK: Corrections, Retry
- ALT:OK. Exit, Master data released
8.4.3.3.Integration
- FI: Payroll accounts, taxes
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.4.6.1.Content:
- Office
- Time management
- Payment
- Benefits
- Personal information
- Training and event management
- Qualifications
- Appraisals
8.4.6.2.GUI: mySAP.com workplace
8.4.7.1.Standard reports:
- HR|HIS|Reports|Personell management|Administration|
Employee|
8.4.7.2.Ad-hoc queries:
- Managers desktop set at customizing
FI|CO|ProfitCtr|Master|StdHier|KCH6N Display|
8.5.1.1.SCR:Start
- DDN:ContrArea = 1000
8.5.1.2.SCR:Main
8.5.1.2.1.FRM:Left
- LIN:ProfitCtr
- LIN:ProfitCtrGrp|Select
8.5.1.2.2.FRM:Right
- LIN:H1
- LIN:HE
- LIN:H1100:Externalservices|Select
-
8.5.2.1.DEF:Profit center:
- A collector object of costs and incomes
- Profit/Loss analysis unit by period/cost-of-sales accounting
- Fixed asset evaluation unit
- FI|CO|ProfitCtr|Master|ProfitCtr|Individual proc|KE51
Create|
8.5.2.2.SCR:Start
- TBX:Name = PROF-0005
- FRM:Copy from
- DDN:ProfitCtr = 1015
- DDN:COArea = 1000
8.5.2.3.SCR:Main
- DDN:Analysis Period from = 01.01.CurrYr
- DDN:Analysis Period to = 31.12.9999
- TBX:Name = Bicycle-0005
- TBX:Long text = Bicycle-0005
- TBX:Person Respons. = Gabor Pauler
- DDN:Profit Ctr. Group = H1100 (External Service)
- DDN:Segment = MANF
8.5.2.3.1.BTN:Save
8.5.2.3.2.BTN: Activate
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.5.13.HCM-PA:Check Infotypes:1001:PA30
8.6.Recruitment process
8.6.1.HCM:Check vacancy status:SD-DC-0005:PPOME
- HR|Org Man|OrgPlan|Org&Staff|PPOME Maintenance|
8.6.1.1.SCR:Main
8.6.1.1.1.FRM:Left
- LIN:Position
- LIN:Search|Name = SD-DC-0005|KEY:Enter
8.6.1.1.2.FRM:Right
- LIN:SD-DC-0005|50011085|Select
8.6.1.1.3.FRM:Item detail
8.6.1.1.3.1.TAB:Basic
- DDN:Staffing status = V(Open)
8.6.1.1.4.BTN:Save
HR|Personell mngmt|Recriutment|Advertising|
Advertisement|PBAW Maintain|
8.6.2.1.SCR:Start
8.6.2.1.1.BTN:Run
8.6.2.2.SCR:Main
8.6.2.2.1.BTN:New advert|SCR:New advert|
- BTN:Next free number|Ad number: 00000365
- DDN:Instrument = 00000001(FAZ)
- DDN:Publication date = Now
- DDN:Advertisement end = Now+1wk
- TBX:Publication costs amount = 15,000.00 EUR.
- TBX:Text name = Job advertisement Sales Manager 0005
- BTN:Display text|SCR:Microsoft Word|
- TYPE: Job ad for Sales Manager, salary 100.000,-EUR
- BTN:Save
- BTN:Add|SCR:Choose vacancy|
- LIN:50011085, Department Chief SD 0005|Select
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.6.2.2.2.BTN:Save
8.6.2.2.3.BTN:Export|
8.6.2.2.3.1.|Local file|SCR:Local file|
- TBX:Title = Job adverts 0005
- DDN:Format = HTML
- TBX:Path = C:\Job adverts 0005.html(attach)
8.6.2.2.3.2.|Office|SCR:Export|
- TBX:Title = Job adverts 0005
- TBX:Where = PRIV.FOLDERS
- BTN:Move
8.6.3.1.DEF:Business Workplace:
- OOP GUI where user can overview his authorized task from:
8.6.3.2.DEF:SAP Business Workflow:
- Tool for setting up algorithms from:
- Sequence of transactions to call
- Agents responsible for transactions
- To cover repeating, multi-step, multi-agent Business Processes
not covered by single transaction yet in SAP.
8.6.3.3.SCR:SAP Easy access
8.6.3.3.1.BTN: Business workplace|SCR:Workplace wip-00-05|
8.6.3.3.1.1.FRM:Left
- LIN:Priv.folders|Select
8.6.3.3.1.2.FRM:Right
- Check out copying Job adverts 0005
8.6.6.HCM:Vacancy assignment:00001561:PB30
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.7.Hiring process
8.7.1.HCM:Prepare transfer of applicant
data:00001561:PB40
8.7.4.HCM:Hiring Applicant:00001561:PBA7
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
8.7.4.15.SCR:Absence quotas:
8.7.4.15.1.BTNSave
8.7.4.16.SCR:Travel privileges:
8.7.4.16.1.BTNSave
8.7.4.17.SCR:Time Sheet Defaults:
8.7.4.17.1.BTNSave
8.7.4.18.SCR:Education:
8.7.4.18.1.BTNSave
8.7.4.19.SCR:Previous Employers:
8.7.4.19.1.BTNSave
8.7.4.20.SCR:Communication:
8.7.4.20.1.BTNSave
8.8.Personell planning&development
8.8.1.HCM:Update Position requirements profile:MA-DC0005:PPPM
8.8.1.1.DEF:Profile:
- An object with properties called characteristics
- Describing current qualifications or future plans
- Can be organized in hierarchies and assigned to a position
- Profile hierarchies of positions can be compared
- HR|Personell mngmt|Personell dev|Profile|PPPM
Maintenance|
8.8.1.2.SCR:Main
8.8.1.2.1.FRM:Left
- LIN:Position
- LIN:Search
8.8.1.2.2.FRM:Right
- DDN:Position = MA-DC-0005
8.8.1.2.3.TAB:Requriements
8.8.1.2.3.1.BTN:New
Qualification/Requirement name Objec
Proficien
t ID
cy
Ability to organize and act
30000 Average
442
Management Experience
50027 Adequate
189
Verbal, written communicative
30000 Adequate
skills
444
MBA
30000 Yes
680
Company Finance knowledge
30000 Rudimen
402
tary
HR Management skills
30000 Very
401
good
Customer Service Orientation
50016 High
737
Modification readiness
8.8.1.2.4.BTN:Save
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
diff against Hannah Scnuck -22 diff
8.9.2.HCM:Traveling cost:120005(Gabor
Pauler) Walldorf:TRIP
8.9.Training management
8.9.1.HCM:Book training:120005(Gabor Pauler):PSV1
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
9.1.2.Accounts Payable
9.1.3.Accounts Receiveable
9.1.4.Asset Accounting
9.2.DEF:Structures of FI
9.2.1.DEF:Chart of Accounts
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
9.3.TYPES:Accounting
9.3.1.DEF:FI-FI:Financial accounting
9.3.2.DEF:FI-CO:Managerial accounting/Controlling
9.4.PROC:Accounting
9.4.1.G/L Account posting document
9.4.1.1.Work template
- Screen variants
- Account assignment template
- Held docs template
9.4.1.2.Header
- ID
- Date
- Control info
- Scanned paper documents reference
- Show only balance or lines
9.4.1.3.Line
- Posting key
- Valid account types
- Credit/Debit
- Sales relevant
- Screen selectionEntry check rules
- Amount
- Account
- Payment terms
- Cost center
- Explanatory text
9.4.1.4.Information section
- Credit/debit balance
- Attached scanned documents
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
9.4.2.3.PROC:Payment
9.4.2.3.1.Maintain parameters
9.4.2.3.2.Parameters entered
9.4.2.3.3.Start payment proposal run
9.4.2.3.4.Payment proposal Created
9.4.2.3.5.Edit proposal:Select items to pay
9.4.2.3.6.Start payment run:Calculate payment
9.4.2.3.7.Post payment order document
9.4.2.3.8.Print payment medium
- EDI: Electronic data Interchange
- DTA
- LPT: printer
9.4.3.1.DEF:Customer master
9.4.3.1.1.Client specific part
- Name
- Address
9.4.3.1.1.1.Company specific part
9.4.3.1.1.2.SalesArea specific part
9.4.3.2.DEF:Credit control area
9.4.3.2.1.Company
9.4.3.2.1.1.Credit management department
- Credit management representative groups
- Credit management representatives
9.4.3.3.DEF:Credit management master
9.4.3.3.1.General data
- Address
- Communication
- Max total limit
9.4.3.3.2.Credit control area specific
- Credit control area limit
- Customer risk group limit
9.4.3.4.PROC:Sales order
9.4.3.4.1.Sales
9.4.3.4.1.1.SD:Sales order
9.4.3.4.2.Delivery
9.4.3.4.2.1.SD:
- Delivery doc
9.4.3.4.2.2.FI-AR:
- Credit:Stock change FG P/LDebit:Material G/L
9.4.3.4.3.Picking
9.4.3.4.3.1.MM:
- Transfer order
9.4.3.4.4.Goods issue
9.4.3.4.4.1.MM:
- Goods issue doc
9.4.3.4.4.2.FI-AR:
- Cred:InventoryDebit:Cost of goods sold
9.4.3.4.5.Billing
9.4.3.4.5.1.SD:
- Print invoice
9.4.3.4.5.2.FI-AR:
- Credit:Receiveables|Customer G/LDebit:ExpendIncome P/L
9.4.3.4.6.Payment
9.4.3.4.6.1.SD:
- Proof of payment
9.4.3.4.6.2.FI-AR:
- IF:Payment = Invoiced amount +/- tolerance group
- ALT:Yes:Credit:Bank G/LDebit:Receiveables|Customer
G/L
- ALT:NO
- Create partial payment
- Create residual item on customer account
9.4.3.5.PROC:Credit control
- Order placed
- IF: Within customer credit limit?
- ALT:Yes, Release order
- ALT:NO
- Block order
- Notify/report to credit control representative
- Contact customer
- IF: Cleared?
- ALT:Yes, Release order
- ALT:NO, Refuse order
9.4.4.PROC:Asset Accounting
9.4.4.1.DEF:Asset:
- Economic good used long term
9.4.4.2.DEF:Organizational levels
9.4.4.2.1.FI:Company
9.4.4.2.1.1.Business Area
9.4.4.2.2.CO:Cost center/Projec/Internal order/Activity type
9.4.4.2.2.1.Profit center
9.4.4.2.3.Plant Maintenance (PM),TR:Asset Classes
- 1000:Buildings
- 2000:Machinery
- 3000:Equipment
- 4000:Under construction
- 5000:Low valued
9.4.4.2.4.FI:Asset master|Depreciation areas
9.4.4.2.4.1.General:Internal customizaton of computing:
- Asset value
- Depreciation
- Remaining value
9.4.4.2.4.2.Special:Forced by tax authority
9.4.4.3.PROC:Asset history
9.4.4.3.1.Book value (FiscYr begin)
9.4.4.3.2.Asset transaction types by sign
9.4.4.3.2.1.+ Acquisition: 75:Credit:Asset account
Debit:Vendor account
- With/without Purchase Order
- With/without vendor:Clearing G/L account will be offseted
instead of vendor
- Through MM:Purchase OrderGoods ReceiptInvoice
Receipt
9.4.4.3.2.2.- Retirement: 70:Debit Asset account
9.4.4.3.2.3.+/- Transfer
9.4.4.3.2.4.+/- Appreciation/Depreciation Runs:
- Book deperecitaion
- Cost accounting depreciation
- Parallel externally legal forced depreciation
9.4.4.3.3.Asset transaction types by reason:
- Buying and selling
- Credit memos
- Acquisitions from internal production
- Adjustment postings
- Retirements without revenues
- Depreciations and appreciations
9.4.4.3.4.Book value (FiscYr end)
9.4.4.4.GUI:Asset explorer
9.4.4.4.1.FRM:Left:Depreciation areas
9.4.4.4.2.FRM:Right:
- DDN:Asset,
- DDN:Year
9.4.4.4.2.1.TAB:Depreciation parameters
9.4.4.4.2.2.TAB:Planned/Actual
9.4.4.4.2.3.TAB:Book value/Transactions
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
- FRM:Right:Company list:
0005IDES AG NEW GL
0007IDES AG NEW GL
1000IDES AG
2000IDES UK
2100IDES Portugal
9.6.General Ledger
9.6.1.IMG:Display Chart of
Accounts:International(INT):SPRO
9.6.3.IMG:Display Chart of
Accounts:ContrArea1000:SPRO
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
9.6.8.FI:Check Account:Comp1000|Acct900005:FS10N
9.7.Accounts Payable
9.7.1.FI:Enter Vendor Invoice:Vend100268 10000EUR to
CCMSD-0005:FB60
- Acct|FI|AP|Doc entry|FB60 Invoice|
9.7.1.1.SCR:Start
- DDN:Company = 1000
9.7.1.2.SCR:Main
9.7.1.2.1.TAB:Basic data
- DDN:Vendor = 100268
- DDN:Invoice date = Yesterday
- DDN:Posting date = Now
- TBX:Amount = 10000
- TBX:Tax amount = 0
- DDN:Tax code = 0I(income tax 0%)
- TBX:Text = rent 0005
9.7.1.2.1.1.FRM:Lines
- Line:01:
- DDN:G/L account = 470000
- DDN:D/C = S(Debit)
- DDN:Amount in doc. curr = 10000
- DDN:Cost center = CCMSD-0005
9.7.1.2.2.BTN:Save
- Take note of vendor invoice number: 1900000020
9.7.5.FI:Display cleared
items:ReconcAcct160000:FAGLB03
9.8.Accounts Receiveable
9.8.1.FI:Display customer with incomplete master
data:Comp1000, Cust50005:F.32
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
9.9.Asset Accounting
9.9.1.FI:Create Asset Master Record:Asset Forklift-0005 in
CostCtr CCMSD-0005:AS01
- Acct|FI|Fixed assets|Asset|Create|AS01 Asset|
9.9.1.1.SCR:Start
- DDN:Asset class = 3100(vehicles)
- DDN:Company code = 1000
- DDN:Number of similar assets = 1
- BTN:Master data
9.9.1.2.SCR:Main
- TBX:Descr = Forklift-0005
9.9.1.2.1.TAB:Time.-dependent
- DDN:Business Area = 3000(vehicles)
- DDN:Cost Center = CCMSD-0005
- DDN:Plant = 1000
9.9.1.2.2.BTN:Save
- Take note of asset number: 3414 0
0 (Forklift-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
10.1.4.Internal Orders
4500017613
100291
10.1.5.CO-PC:Product Costing
10.3.CO:Data structures
10.3.1.DEF: CO-OM Master Data Groups
10.3.1.1.Controling area
10.3.1.1.1.Standard hierarchy (compusory)
- No-fixed level hierarchy containing master data cost objects 1:m
related (cannot contain twice the given master data)
- With unique ID name
10.3.1.1.2.Custom hierearchies (optional)
- Alternaive non-fixed level hierarchies for reporting purpose, 1
master data can be assigne to m alternative hierarchies
- With unique ID name
10.2.DEF:FI-CO:Managerial Accounting
10.2.1.DEF:FI-CO:Managerial accounting/Controlling
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
10.3.2.1.DEF:Cost Element
- Classification of production factors within controlling area
10.3.2.1.1.Primary cost elements
- Created at external service providers/vendors
- Have G/L account (in Class 4 Expenses) in operating chart of
accounts
- Number of G/L account and primary cost category is the same!
10.3.2.1.2.Revenue cost elements
- Have G/L account (in Class 8 Revenue) in operating chart of
accounts
10.3.2.1.3.Secondary cost elements
- CO Internal category
- Do not have G/L account in operating chart of accounts, internal
operations
10.3.2.2.DEF:Cost Center
- Delimited location of cost occourence, OrgUnit in ContrArea
- Cost can be originated and reallocated among them
- They form non-feyed level hierarchy based on geography|
Corporate functions|Subfunctions
10.3.2.3.DEF:Activity Type
- Activities of cost centers
- Tracing factor of cost allocation among them
- Internall allocation is done with the help of secondary cost
elements
- 1 activity type can be assigned to max 8 cost centers
10.3.2.3.1.For Cost centersActivity type we determine:
10.3.2.3.1.1.Activity output
- Manual allocation
- Automatic allocation
10.3.2.3.1.2.Activity price: always by sender activity
- Planned
- Actual
10.3.2.4.DEF:Statistical key figures
- Scalar variables assigned to cost center
- Tracing factors: serving as the basis of cost allocation
- They ar objects in Logistic Information System
- Types:
10.3.2.4.1.1.Fixed value:
- Cannot be changed over time
10.3.2.4.1.2.Total vatue:
- Has to be entered manually in each time period
10.3.3.DEF:Statistical objects
Cost objects, which can receive only costs from other sender
objects for statistical/analysis prurpose
- But cannot send costs themselves:
10.3.3.1.Statistical order
10.3.3.2.Statistical object
10.3.3.3.Profit center
-
10.4.CO:Processes
10.4.1.CYC:CO-OM:Cost Center Planning Overview
10.4.1.1.CO-PA,SD:Sales Plan
10.4.1.2.PP:Required Activity|Process input planning
10.4.1.3.CO-OM:Allocation of requirement among cost centers
10.4.1.4.CO-OM:Computing Activity|Process prices
10.4.1.5.CO-PC:Product costing
10.4.1.6.CO-PA:Measuring profitability, back to sales plan
10.4.2.PROC:CO:Posting
10.4.2.1.FI:Accounting document
- Always has both credit-debit sides!
10.4.2.2.CO:Related CO document
- Created only if primary or revenue cost elemnts are affected by
FI operation
- Related documents can be drilled down from each other
- PK:Unique ID
- Posted amount
- FK:Cost element (optionally ref. to a reconciliation G/L acct)
- FK:Receiver:Cost object debited
- FK:Sender:Cost object credited (optional): usually there is no
credit side, it is a one-sided journal, except if at transfer between
2 cost objects:
- Initiated by credit-debit FI document
- Or internal CO operation
- FK:Reference to accounting document
10.4.3.PROC:CO:Cost Allocation
10.4.4.PROC:CO:Internal Orders
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
element
10.4.4.5.PROC:Commitment at Internal Order
- Special type of posting at overhead internal orders:
10.4.4.5.1.MM-PUR:Pruchase requisition Purchase Order
10.4.4.5.2.Attached Overhead Internal Order
- It stores Commitment/Obligo: planned costs of an order
10.4.4.5.3.Goods Receipt
- Orders arriving consume this planned commitment
- Until it goes to zero
- And actual costs of ggods receipt are posted to Internal Order
10.4.4.6.PROC:Settlement of Internal Order
- Posting cost of internal order to final receiver cost centers
periodically
- Arranged by Internal Order master|Settlement rule
- Cost can be settled to any type of cost object allowed by
customizing
10.4.5.PROC:CO-PC:Product Costing
10.4.5.1.DEF:Product Costing
- Estimates cost of a product or service
10.4.5.2.Cost data sources:
10.4.5.2.1.With quantity structure: BOM
10.4.5.2.2.Manual entry
10.4.5.2.3.External import
10.4.5.3.PROC:Product costing
10.4.5.3.1.MM:Material master|Production version
10.4.5.3.1.1.Multi-level BOM
10.4.5.3.1.2.Routing
10.4.5.3.1.3.Material prices
- Types:
- Planned 1/2/3:Rawmat
- Tax based and commercial prices:Semi/Finshed
- Price control:
- Standard
- Moving average
- Process(once in a period):
- CalculatedMarkedReleasedStandard cost estimate
10.4.5.3.2.FI:Post Real expenses of Material G/L Accunts
- FI settles actual material costs with the help of Invoice Receipts
- Variances are posted to CO-PA:Profitability Analysis
10.4.5.3.3.CO:Debit cost objects (CostCtr/Proj/IntOrd)
- Done at period end closing:
10.4.5.3.3.1.Cost structure/split
- Product
- Cost Component:(Material, Labour, Process, Overhead)
- Cost Element/Activity type
- Itemization:from BOM and Routing
- Cost splits
10.4.5.3.3.2.Plan/Actual/Variance computation
- Compares Standard price of material at period end closing
- With real costs entered
- Variances are posted in CO-PA:Profitability Analysis
10.4.5.3.3.3.Standard price estimate of material is created
- Inventory movements are valuated on this price
10.4.6.PROC:CO-PA:Profitability Analysis
10.4.6.1.DEF:Profitability Analysis
- Analysis of external profitability on OLAP GUI of
- Grouping by Market Segments defined by Chacteristics:
- Company|
- Business Area
- SalesOrg|
- SalesGrp|
- SalesRep
- Region
- CustGroup|
- Customer
- ProdCat|
- Product
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
Until this point all data were just planned, now we enter actual
data
10.7.1.CO:Plan/Actual comparison:Group-0005:
S_ALR_87013611
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
- Manually entered external cost wont be auto-assessed, it
needs period end closing!
10.8.CO-OM-OPA:Internal Orders
10.8.1.CO:Create internal order:100291 at
4500(R&D):KO04
10.8.3.MM:Display Commitments:100291:
S_ALR_87012999
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
ORD100291
-
CTR450
0
51845
DoubleClick|
CostElemt ValContrAreaCurr
410000
650000
50000
1845
FI|CO|ProfCtrAcct|InfSys|Reports ProfCtrAcct|List-Orened
rep|S_ALR_87009712 Plan/Actual/Variance|
10.9.2.1.SCR:Start
- DDN:Controlling area = 1000
- DDN:Fiscal year = CurrYr
- DDN:From period = CurrMo
- DDN:To period = CurrMo
- DDN:Plan version = 0(Plan/Actual)
- DDN:Profit center group = 8A-ALL-PRCTR.GLPTC(Contains
PROF-0005)
- BTN:Run
10.9.2.2.SCR:Main
- LIN:PROF-0005|Doubleclick
- LIN: PRCtrGrp: Quarter comp, actual|Doubleclick
Period Costs
CurrMo 1845
Total 26100
-
10.10.CO-PA:Profitability analysis
10.10.1.CO-PA:Profitability analysis:SalesOrg1000:KE30
- FI|CO|ProfAnalysis|InfSys|KE30 Execute report|
10.10.1.1.SCR:Setting opertaing concern
- DDN:Operating concern = IDEA
- BTN:Cost based
10.10.1.2.SCR:Start
10.10.1.2.1.FRM:Left
10.10.1.2.1.1.LIN:IDES50|DoubleClick
10.10.1.2.2.FRM:Right
- DDN:Sales Org. = 1000
- DDN:Period from = 001.2010
- DDN:Period to = 012.2010.
- DDN:Plan/Act Indicator = 0
- DDN:Version = Empty!
- DDN:Record = F
- CHK:Graphical report output = True
- BTN:Run
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
10.10.1.2.3.SCR:OLAP
10.10.1.2.3.1.FRM:Left:Characteristic selection
10.10.1.2.3.2.FRM:Middle:Charact values, Value fields
10.10.1.2.3.3.FRM:LowLeft:StatKeyFig
10.10.1.2.3.4.FRM:LowRight:Chart
- Take note of max. gross revenue customer in division 00:Becker
Stuttgart
10.11.CO-PC:Product Costing
10.11.1.PP:Create new Work Center:PL-0005:CR01
- LO|PP|Master|WorkCtr|WorkCtr|CR01 Create|
10.11.1.1.SCR:Start
- DDN:Plant = 1000(Hamburg)
- DDN:Work center = PL-0005
- DDN:Work center cat. = 0003(Person)
- DDN:Copy from Plant = 1000(Hamburg)
- DDN:Copy from work center = 1420(Manufacturing).
10.11.1.2.SCR:Copy views
- BTN:Copy
10.11.1.3.SCR:Main
10.11.1.3.1.TAB:Costing
- DDN:Start date = Now
- DDN:Cost Center = CC-MF-0005
10.11.1.3.1.1.FRM:Activity type Setup
Funct ActType Formula
SteupMF0005 SAP001(Prod. Setup time).
10.11.1.3.2.BTN:Save
LO|PP|Master|WorkCtr|Routing|Routing|Stand Routing|
CA02 Change|
10.11.2.1.SCR:Start
- DDN:Material = SpeedStarlett-0005
- DDN:Plant = 1000(Hamburg)
- DDN:Key date = Now
10.11.2.2.SCR:Main
10.11.2.2.1.LIN01:
WorkCtr Setup
MachineLabor
PL-0005MF0005=15minEmpty! Empty!
10.11.2.2.2.BTN:Save
- Sometimes it does not acknlowledge changes, repeat it!
-
FI|CO|ProdCostAcct|ProdCostPlan|Material Costing|Cost
Estim with Quant Struct|CK11N Estimate|
10.11.3.1.SCR:Start
- DDN:Plant = 1000
- DDN:Material = SpeedStarlett-0005
10.11.3.2.SCR:Main
10.11.3.2.1.TAB:Costing data
- DDN:Costing variant = PPC1(Stand cost estim)
- DDN:Costing version = 01
- DDN:Costing lot size = 1
10.11.3.2.2.TAB:Dates
- KEY:Enter
10.11.3.2.3.BTN:Save
10.11.3.2.4.TAB:Costs
10.11.3.2.4.1.FRM:Itemization
LINResorce
CostElmt TotalValue
01 CC-MF-0005 PL-0005 MF0005 MFT-0005 4,61EUR
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
817854
11.2.1.1.Company
11.2.1.1.1.Plant
11.2.1.1.1.1.DEF:Planning Plant:
- Planning unit of maintenance/service
- Maintenance Planning Group is resposible for that, in 2 ways:
- DEF:Plant specific maintenance: Plan.Plant:Oper.Plant =
1:1
- DEF:Cross-Plant maintenance: Plan.Plant:Oper.Plant =
1:m
11.2.1.1.1.2.DEF:Operating Plant:
- Physical place where Operation systems installed
- DEF:Plant Sections:
- Part of plant with separated maintenance contact person
- Locations
- Buildings
- Coordinates
- DEF:Maintenance/Service Work Centers:
- Organizational units of operating system
- With types:
- ALT:Machine group|Machine
- ALT:Person group|Person
- With functions:
- Capacity Planning:compares requirement with number of
employees in work center hierarchy
- Scheduling:WorkCtr|Formulas|Standard values of time
- Costing:by CostCtr|WorkCtr|ActType|ActPriceActInput
- With Employees assigned
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
11.3.1.3.Maintenance Bill of Materials (BOM)
- Describes the assemblies of location and equipment
- These are not related to production as normal BOMs
11.3.1.3.1.ALT:Can describe class of technical objects with
identical internal structure
- Create a material master record representing a certain class of
equipment
- Create a BOM for the material
- Reference the material number at each instaces of technical
objects at Equipment/FunctLoc Master|Structure|Construction
field
11.3.1.3.1.1.Material BOM:
11.3.1.3.1.2.Equipment BOM
11.3.1.3.1.3.Functional location BOM
11.3.1.3.2.ALT:Can describe spare parts assembly for a
technical object
11.3.1.3.2.1.For Maintenace orders
11.3.1.3.2.2.For Task Lists
11.4.PROC:LO-PM:Corrective Maintenance
11.4.1.Notification list
11.4.1.1.Header
- CreationDate
- Creator
11.4.1.2.Items
- FK:Functional location (optional)
- FK:Equipment S/N (optional)
- FK:Material number (optional)
- FK:BOM assembly (optional)
- Description of malfunction
- Cause
- Required activites
- Required tasks
11.4.2.1.Ways of creation
11.4.2.1.1.Automatic:
- At maintenance plan period, notif.item:maint.order = 1:1
11.4.2.1.2.Combined:
- At maintenance plan period,Notif.item:maint.order = m:1
11.4.2.1.3.Direct:
- Manually entered in same time, notif.item:maint.order = 1:1
11.4.2.1.4.Unnoticed:
- Order entered without preliminary notification
11.4.2.1.5.Urgent:
- Order entered after maintenance with technical completion
11.4.2.2.Content
11.4.2.2.1.Header
- PK:Number
- FK:Type
- Description
- ScheduledDate
- Responsible person for monitor
- Creator
- Creationdate
- LastModifier
11.4.2.2.2.Object list
- FK:FuncLoc
- FK:Eqipmt
- FK:Assembly
- FK:S/N
- The assigned object themselves do not create control of
costs automatically, see settlement rule!
11.4.2.2.3.Operation/Task list
- FK:Reference to notification item
- FK:Responsible WorkCtr|ActType|ActPriceActInput
11.4.3.Scheduling
11.4.3.1.Capacity check
11.4.3.2.Final material availability check
11.4.3.3.Release (can be done with missing parts also!)
- Status:REL(Released)
11.4.3.4.Withdraws materials from stock
11.4.3.4.1.Planned issues
11.4.3.4.1.1.ALT:Stock items:
- Stock ReservationGoods Issue references to that
11.4.3.4.1.2.ALT:Out of stock items:
- Purchase RequisitionPurchase Order references to
thatGoods ReceiptInvoice receiptAccounting Doc
Credit/debit Maintenance Order
11.4.3.4.2.Unplanned issues
11.4.3.4.2.1.ALT:Stock items:
- Maintenance orderGoods Issue references to that
11.4.3.5.Print Paper-based Docs
11.4.3.5.1.Job ticket:
- Contains Maint.Order|Header data for monitor person
11.4.3.5.2.Operation control ticket
- Contains Maint.Order|Header data for responsible person
11.4.3.5.3.Material pick list
- Summary list for inventory clerk
11.4.3.5.4.Object list
- Summary list for inventory clerk
11.4.3.5.5.Material withdrawal slip
- Authorizes responsible person to obtain materials
11.4.3.5.6.Time ticket
- Standard times and deadlines of operations for workers
11.4.3.5.7.Confirmation slip
- Entering actually worked hours for workers
11.4.4.1.SCR:Individual
- Time confirmation
- Activity reports
- Status:PCNF(Partially confirmed)
11.4.4.2.SCR:Collective
11.4.4.2.1.Enter Measurement readings
11.4.4.2.2.Technical confirmation
- Status:CNF(Fully confirmed)
11.4.4.2.3.Technical completion at reference date
- Status:TECO(Technically completed)
- Still can debit Invoice receipts
- But open stock/capacity reservations and purchase requisitions
are closed!
- If there is any problem with maintenance, TECO can be
reversed back to REL status, re-opening reservations and
requisitions
11.4.4.3.SCR:Cross Application Time Sheets (CATS)
- CO order settlement
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
11.4.4.4.SCR:Display Document Flow
11.4.4.4.1.Notification list
11.4.4.4.1.1.Maintenance Orders
- Purchase Requisitions
- Purchase Orders
- Goods Receipt
- Invoice Receipt
- Accounting Doc Cred/Deb Maint.Order
- Goods Issue
11.4.4.4.1.2.Confirmations
11.4.4.5.SCR:Action log
11.5.PROC:LO-CS:Service Order
11.5.1.Create Service Notification
-
11.5.2.1.Types of creation
11.5.2.1.1.SM02:Revenue bearing:
11.5.2.1.1.1.Direct:
- Without notification
11.5.2.1.1.2.Auto:
- Notification:Order = 1:1
11.5.2.1.1.3.Combined:
- Notification:Order = m:1
11.5.2.1.1.4.From Maintenance Order:
- In regular planned intervals
11.5.2.1.2.Non-revenue bearing, created from Sales Order:
- FK:Sales Order number
11.5.2.1.2.1.SM01:Pre-planned, assigned to SalesOrd|Item:
- FK: Service products|
- FK: Material number
11.5.2.1.2.2.SM03:Return/repair, assigned to RepairOrd|Item:
- FK:Requirement class
- FK:Reqirement type
11.5.2.2.Content
11.5.2.2.1.Header
- PK:Service Order Number
- FK:Customer
- FK:Material|Finished product (optional)
- FK:FunctLoc|Assembly|Equipment (optional)
- FK:PlanningPlant
- Log(Recorded, Recorder, Modified, Modifier, Status)
11.5.2.2.1.1.Task/Operation list
- FK:WorkCtr responsible
- Deadline
- Description
- FK:ControlCode
11.5.3.Service planning
11.5.4.Control
11.5.5.Execution
11.5.6.Completion
11.5.7.CS:Cost analysis
-
By Value category|CostElmt
Estimated/Planned/Actual costs
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
11.7.LO-PM:Corrective Maintenance
11.7.1.LO-PM:Create Maintenance Request:00-B01|TEY-00|
Frame:IW26
- LO|PM|Maint. Proc|Notification|Create|IW26 Maint.Reques|
11.7.1.1.SCR:Start
- TBX:Descr = Weld broken 0005
- DDN:Equipment = TEY-00(Electric pump)
- KEY:Enter
11.7.1.1.1.BTN:Save
- Take note of maint.request number: 10001962
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
- Goto|Settlement rule|SCR:Settlement rule|
- DDN:Account assignment category = CTR
- DDN:Cost Receiver = 4110
- Take note of settings
11.7.6.2.3.BTN:Save
11.7.7.CO-OM:Cost Settlement of
MaintOrder:817854:KO88
ORD817854
CTR4110
308,42
11.7.8.LO-PM:Business Completion of
MaintOrder:817854:IW32
11.7.9.LO-PM:Cost Reporting:817854:IW38
11.7.10.LO-PM:Location Reporting:MaintPlant1000:MCI3
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.1.2.1.PROJ:Techno-doping-0005
12.1.2.1.1.WBS:Development-fixed price 0005:
Plan/Bill/AcctAssign
12.1.2.1.1.1.WBS:Blueprint 0005: Plan/Bill/AcctAssign
- MLST:Blueprint 0005: Finish specif, CreateSalesDate, Bill=30%
12.1.2.1.1.2.WBS:Prototype 0005: Plan/Bill/AcctAssign
- NETW:Prototype-network 0005
- ACT|Internal:Specification 0005
- REL:FS(Follow)
- ACT|Internal:Construction 0005
- MLST:Milestone prototype 0005: Close, Milestone,
CreateSalesDate, Bill=70%
12.1.2.1.2.WBS:Special expenses 0005: Bill/AcctAssign
12.1.3.LO-PS:Project Planning
12.1.4.SD:Project Orders
12.1.5.LO-PS:Project execution
12.1.6.SD:Billing:
12.1.6.1.SD:Milestone Billing:
- WBS Blueprint,
- WBS Prototype
12.1.6.2.SD:Create Resource-related Billing Request:
- WBS:Special expenses
12.1.6.3.SD:Create Customer bill from Billing Request:
- WBS:Special expenses
No fixed organization!
Different elements can involve different organization levels (see
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.3.3.DEF: Network:
12.3.4.Related SD documents
12.4.PROC:LO-PS:Project:
12.4.1.Scheduling
12.4.1.1.WBS Elements:
- Their dates are not strictly related as they are not connected
with relationships!
12.4.1.1.1.ALT:Manual entry:
- Project Start/End, WBS dates
12.4.1.1.2.ALT:Inheritance of dates in hierarchy:top down
12.4.1.1.3.ALT:Extrapolation:down top
12.4.1.2.Networks:
- Auto-scheduled with CPM algorithm along relationship types
12.4.1.2.1.Types:
12.4.1.2.1.1.Forward:
- From earliest possible start date
- Of starting activities (no predessor)
- Determines earliest start date of activities
12.4.1.2.1.2.Backward:
- From latest possible end dates
- Of closing activities (no successor)
- Determines latest start date of activities
12.4.1.2.2.Scope:
- Single network
- Related networks
- Related networks of WBS Element|Activity
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.4.2.2.Networks:
- Automatic cost planning
- Transferable to other project
12.4.2.2.1.ALT:Internal Process
- WrkCtr|
- ActType|
- Employee|
- Capacity,
- Planned output (Actual output will consume it)
- Price
12.4.2.2.2.ALT:External Process
12.4.2.2.2.1.Purchasing Info Record
- Prices
- Delivery times
12.4.2.2.2.2.Purchase Requisition
- Purchasing Group
- Material
- Quantity
- Unit
- Deadline
12.4.2.2.2.3.Purchase Order
12.4.2.2.2.4.Goods Receipt
12.4.2.2.2.5.Invoice Receipt
12.4.2.2.3.ALT:Services
- Same as external process, except at good receipt service has to
be accepted
12.4.2.2.4.Material planning
12.4.3.1.WBS
12.4.3.1.1.SD:Sales Order
12.4.3.2.Networks
12.4.3.2.1.Assign to Network Header
12.4.3.2.1.1.SD:Sales Order
12.4.3.2.2.Assign to Network Item
12.4.3.2.2.1.CO:Internal Order
12.4.3.2.2.2.PP:Production Order
12.4.3.2.2.3.PM:Maintence Order
12.4.4.CYC:Budgeting Approval
12.4.5.Project Execution
12.4.5.1.WBS|Activity and
12.4.5.2.Network|Activity|ActivityElemt:
12.4.5.2.1.Record document flows
12.4.5.2.1.1.ALT:External process/Service/Material:
- Purchase Requisition
- Request vendor Quotation/Bid Invitation
- Quotation Entry
- Vendor selection
- Commit assigned project element
- Record actual cost
- It consumes from budget
- Purchase Order
- Goods Receipt
- At service:Entry
- At service:Acceptance
- Invoice receipt/verifivation
- Accounting doc debiting assigned project element
- ALT:Automatic by project structure
- ALT:Manual entry for special expenses
12.4.6.Project Billing
12.4.6.1.DEF:Milestone billing:
- When a project element closed with milestone is completed
- Blocking status of partial bills are released
12.4.6.2.DEF:Resource-related billing:
12.4.6.2.1.DEF:Dummy material for resource-related billing
- A previously created internal ActType
- Is also created as SD:Marketable dummy material, even with
different, higher unit price!
- It is assigned to a given WBS of project
- And sold to the customer of the project in a given amount
- On a separate sales order from Sales Order of Project material:
12.4.6.2.2.DEF:Sales Order of Resource-related billing:
- Contains:
12.4.6.2.2.1.DEF:Dynamic Items
- Non-fixed data (Dynamic) item of bills summarized during billing
process
- May be influenced by differences of plan/actual at confirming
billed activities
12.4.6.2.2.2.Dynamic Item Processor (DIP) Profile:
- Controls their aggregation trough following (m:1) relations:
- CATS|WorkHourEmployeeWBS|
ActivityActTypAcTypGroupDIP
ProfileDummy
material
- Pricing condition PR00Dummy material
- Dummy materialSales OrderResource-related Bill
- Computes Resource-related Bill|Dynamic Item|Value = CATS|
WorkHour Pricing condition PR00
- It does not use original ActTyp|Unit price for computation!
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.4.8.Project Reporting
12.5.LO-PS:Project GUI:
12.5.1.LO-PS:Project Builder
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.8.LO-PS:Project planning:
12.8.1.LO-PS:Auto Schedule Project:A-10005:CJ20N
- LO|PS|Project|CJ20N Project builder|
12.8.1.1.SCR:Main
12.8.1.1.1.FRM:Left:Project structure
PROJ:Techno-doping-0005|Select
- Edit|Dates|Schedule
12.8.1.1.2.BTN:Save
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.8.2.2.SCR:Easy Cost Plan|
- DDN:Costing variant = PS06
- BTN:Create cost estimate
12.8.2.2.1.FRM:Right
- BTN:Choose Planning Form|KEY:Enter
- LIN:ZPS101(Elevator)|Select|DoubleClick
12.8.2.2.2.FRM:Right
- TBX:Internal labor hours = 600
- TBX:Additional costs = Empty!
- BTN:Confirm
12.8.2.2.3.FRM:Left:Project structure
PROJ:Techno-doping-0005
- WBS:Blueprint 0005: 23640EUR|Select
- BTN:Show Item View
12.8.2.2.4.FRM:RightDown:
- LIN:Engineering1|Select
- LIN:Engineering2|Select
- BTN:Confirm
12.8.2.2.5.FRM:Left:Project structure
PROJ:Techno-doping-0005
- WBS:Blueprint 0005: 23640EUR|Select
- BTN:Release
12.8.2.3.SCR:Main
12.8.2.3.1.BTN:Save
12.8.5.LO-PS:Project release:A-10005:CJ20N
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.10.LO-PS:Project execution:
12.10.1.LO-CO:Manual Actual cost Allocation:
CostCtr4290|ActTyp1429 WBS:Blueprint 420H,
CostCtr4290|ActTyp1430 WBS:Blueprint 180H :KB21N
FI|CO|CostCtr Acct|Actual posting|Activity Alloc|KB21N
Enter|
12.10.1.1.SCR:Start
12.10.1.1.1.TAB:Entry data
- DDN:ContrArea = 1000
- DDN:DocDate = Now
- DDN:PostDate = Now
- DDN:Version = 0(planned/actual)
- DDN:Screen variant (Scrn var.) = 04(SAP WBS/Order)
- DDN:Input type = L(List Entry)
12.10.1.1.2.FRM:Item
SenderCostCtr Activity Type WBS
Amount
4290(Engineers) 1429
A-10005-11(Blueprint) 420
4290(Engineers) 1430
A-10005-11(Blueprint) 180
12.10.1.1.3.BTN:Save
- Take note of blueprint activity alloc doc number: 900060977
-
12.10.2.LO-PS:Confirm&Release bill:WBS
Blueprint:CJ20N
12.10.4.HCM:Project hours:CostCtr:4280|ActTyp:T-0005|
Emp:9900005 WBS:Special expenses 58HR:CAT2
12.11.SD:Billing:
12.11.1.SD:Milestone Billing:WBS Blueprint, WBS
Prototype:VF04
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox
Dr. Gbor Pauler |SAP TERP10 Notes |Date: 2015. 12. 29.
12.11.2.3.SCR:Create debit memo request
12.11.2.3.1.TAB:Item overview
- DDN:Billing block = Empty!
12.11.2.3.2.TAB:Sales
- DDN:Order reason = 008(Good service)
12.11.2.3.3.BTN:Save
- Customer 50005 will be debited with 40HR 200EUR/HR =
8000EUR!
- Take note of debit memo request: 70000109
12.12.LO-PS:Info system:
12.12.1.LO-PS:Info system|Project cost/revenues:A10005:S_ALR_87013531
LO|PS|InfSys|Financials|S_ALR_87013531
Costs/Revenues/Expenditures/Receipts|
12.12.1.1.SCR:Start
- DDN:CtrArea = 1000
- DDN:DB profile = 00000001(Standard)
- KEY:Enter
12.12.1.2.SCR:Main
- DDN:Project = A-10005
- DDN:Plan version = 0(Plan/Actual)
- CHK:Classical drilldown report = True
- BTN:Run
12.12.1.3.SCR:Drilldown Report
12.12.1.3.1.FRM:Navigation
12.12.1.3.1.1.OLAP Dimension list, eg.:
- ValueCategory|DoubleClick:it will be drilled down
- Time|DoubleClick:it will be drilled down
- Business Transact|DoubleClick:it will be drilled down
12.12.1.3.1.2.Function buttons
- BTN:Chart
- LineChart
- 3D BarChart
- BTN:CurrencyChange
- BTN:Export
12.12.1.3.2.FRM:Right- Drilldown area
- Here we can open up hierarchy of selected OLAP dimensions
12.12.1.3.3.FRM:Down
Year PlanCostActCost
PlanRevenue ActRevenue
201034200
3420050000(MilestBill) 50000(MilestBill)
(T-0005:40H
100EUR) 200(ResRelBill) 8000(ResRelBill)
=4000
Total 34200
38200
50200
58000
-
Legenda:DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR-Screen, FRM-Frame, IDUniqueID, BTN-Button, TXB-Textbox, DDN-Dropdown, TAB-Pagetab, CHK/RAD-Check/Radiobox, LIN-Tableline, KEY-Hotkey, WRN/ERR-Warning/Errorbox