Exercise Objectives
After completing this exercise, you will be able to:
• understand the options for creating system modifications in Sales and Distribution that remain independent of the release.
Business Example
Billing type F2 has been configured for your company so that the delivery number is used as a split criterion when you create billing documents.
However, you would also like to combine several deliveries in one billing document for certain customers, if other requirements permit. It is your job to configure the SAP system to meet this requirement in such a way that it remains unaffected by any release upgrade (release-independent changes). Some of your colleagues have already done the preparatory work, which you can now use to find a solution for these requests.
Task 1:
You have decided to use the reserve field “Customer group 1” in the customer master – sales area data as a switch for this purpose. You want to analyze this switch as a requirement in copying control for individual billing types.
A billing type (ZF##) has already been created for you.
1. In copying control for “Delivery document to billing document” with target ZF## and source LF, replace copying requirement 004 with requirement 904 (created by the instructor) for all item categories.
Hint: First, select all the entries and choose Edit → Change Field Contents
2. In the Additional Data- Sales view for customer T-S50B##, choose the value 001 (SPECIAL) in the “Billing document variant” field (before the key word change made by your instructor: customer group 1)
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y Task 2:
1. Create an order with order type OR for the following purchase order for customer T-S50B##.
FAX
Customer: T-S50B##
PO number: ##-1-2
Req. delivery date: Immediately
Material: T-AS1##
Quantity: 10
Material: T-AS2##
Quantity: 10
2. Find out whether the value 001 has been copied from the customer master to the “Billing document variant” (= customer group 1) field in the additional data for the order header.
3. Save the order and note the order number.
_____________________________________________________
Task 3:
1. Create a delivery and a transfer order for picking and post the goods issue for this order. Use shipping point Z0## and warehouse number 010 when you create the transport order. Note down the document number.
________________________________________________________
Task 4:
1. Try to create an invoice for this delivery.
2. What system message do you receive?
______________________________________________________
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
3. What does the log say?
______________________________________________________
4. Which billing type is automatically proposed?
______________________________________________________
Task 5:
1. Try once more to create an invoice for this delivery. Choose the new billing type ZF## in the default data.
2. Save the invoice and note the document number.
______________________________________________________
3. Why can you now create an invoice?
______________________________________________________
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Solution 11: Elements of System Modification
Task 1:
You have decided to use the reserve field “Customer group 1” in the customer master – sales area data as a switch for this purpose. You want to analyze this switch as a requirement in copying control for individual billing types.
A billing type (ZF##) has already been created for you.
1. In copying control for “Delivery document to billing document” with target ZF## and source LF, replace copying requirement 004 with requirement 904 (created by the instructor) for all item categories.
Hint: First, select all the entries and choose Edit → Change Field Contents
a) Change Copying control “Delivery document to billing document”:
Menu path:
Display SAP Reference IMG → Sales and Distribution → Billing → Billing Documents → Maintain Copying Control for Billing Documents
Choose Copying control: Delivery document to billing document Choose: Table View → Display -> Change
Select Target: ZF##, Source: LF
Select the table entry and choose the Item node in the overview tree.
Choose Select All.
Choose: Edit → Change Field Contents Choose Copying Requirement.
Enter routine 904 in the “Copying Requirements” field.
Choose Replace.
Save your entries.
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
2. In the Additional Data- Sales view for customer T-S50B##, choose the value 001 (SPECIAL) in the “Billing document variant” field (before the key word change made by your instructor: customer group 1)
a) Enter the billing variant in the customer master:
Menu path:
Logistics → Sales and Distribution → Master Data → Business Partner → Customer → Change → Sales and Distribution
Enter your customer and the sales area data.
Choose Sales area data.
Choose: Extras → Additional Data Maintain the data and save your entries.
Task 2:
1. Create an order with order type OR for the following purchase order for customer T-S50B##.
FAX
Customer: T-S50B##
PO number: ##-1-2
Req. delivery date: Immediately
Material: T-AS1##
Logistics → Sales and Distribution → Sales → Order → Create
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
2. Find out whether the value 001 has been copied from the customer master to the “Billing document variant” (= customer group 1) field in the additional data for the order header.
a) Yes! Value 001 (SPECIAL) was copied.
Menu path:
Choose Display details for document header.
Choose the Additional data A tab page.
3. Save the order and note the order number.
_____________________________________________________
a)
Task 3:
1. Create a delivery and a transfer order for picking and post the goods issue for this order. Use shipping point Z0## and warehouse number 010 when you create the transport order. Note down the document number.
________________________________________________________
a) Create the outbound delivery, pick and post the goods issue.
Menu path:
Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order
For picking, choose:
Subsequent Functions → Create Transfer Order
Enter your warehouse number 010. Choose function 2 in the field “Transfer picking quantity” (transfer picking quantity as delivery quantity to the delivery and post goods issue).
Save the transfer request.
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y Task 4:
1. Try to create an invoice for this delivery.
a) Create a billing document:
Menu path:
Logistics → Sales and Distribution → Billing → Billing Document → Create
Enter the delivery number and choose Execute.
2. What system message do you receive?
______________________________________________________
a) No billing documents have been created. See log.
3. What does the log say?
______________________________________________________
a) Contents of log: Requirement LO650 has not been met.
Menu path:
Edit → Log
4. Which billing type is automatically proposed?
______________________________________________________
a) The billing type “Invoice (F2)” is automatically proposed.
Menu path:
Display SAP Reference IMG → Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Sales Document Types Display the details for sales document type OR.
Delv-rel. billing type: F2
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y Task 5:
1. Try once more to create an invoice for this delivery. Choose the new billing type ZF## in the default data.
a) Create the billing document with the new billing type (default data):
Menu path:
Logistics → Sales and Distribution → Billing → Billing Document → Create
Choose billing type ZF## in the default data (trade fair billing document
##).
Enter your delivery number and choose Execute.
2. Save the invoice and note the document number.
______________________________________________________
a)
3. Why can you now create an invoice?
______________________________________________________
a) The invoice can be created with the new billing type, because the billing variant field (= customer group 1) in the additional data for the order belonging to the delivery item contains the value 001 (SPECIAL).