Fase 4: Estimación del valor económico de la propuesta de mejora
3.3 Técnicas e instrumentos
3.3.4 Técnicas e instrumentos para la estimación del valor económico de la propuesta de
In this unit, we will cover the following components of Delivery Processing:
Outbound Delivery Document Structure
Outbound Delivery Processing
Outbound Delivery Picking
Delivery processing in SAP involves the grouping of deliveries to pick, pack, and ship, and performing all the functions associated with the delivery process. In this unit, we will cover some key components of delivery processing and some configuration required to support the process.
Outbound Delivery Document Structure
An outbound delivery can be in reference to a sales order, a stock transport order, a subcontract order, or without any reference.
Delivery Structure
The outbound delivery document is made up of header and item details. To view an outbound delivery, follow the menu path:
Logistics Logistics Execution Outbound Process Outbound Delivery Display
Enter the delivery number and click to display the delivery.
Click the header icon to display the header tabs:
Display Delivery Header: Processing tab
The above screen shot displays the data displayed on the Processing tab. The following series of screen shots will display the other tabs available on the header of the delivery.
Display Delivery Header: Picking tab
Display Delivery Header: Shipment tab
Display Delivery Header: Financial Processing tab
Display Delivery Header: Partner tab
Display Delivery Header: Conditions tab
Display Delivery Header: Parcel Tracking tab
Note: Our SAP IDES training environment is not configured to interface with a parcel tracking company, but here is a screen shot of what you could see if you set up this interface:
To navigate back to the overview screen, click on the Overview icon and double-click on any item in the overview screen.
Alternatively, follow the menu path: Goto Item Processing
Item Overview: Foreign Trade/Customs tab
Item Overview: Texts tab
Item Overview: Predecessor data tab
Item Overview: Administration tab
Delivery Types
SAP uses different delivery types to define delivery document types for various business transactions such as outbound deliveries, inbound deliveries,
replenishment deliveries, and deliveries for a stock transfer order. The delivery types are maintained in configuration and they define the following:
The number range for the delivery
The allowed and required partner functions
Whether a preceeding document is required
What events must occur before a delivery can be created
Storage location determination
Delivery Types Configuration Demo and Exercise
In this demo and subsequent exercise, we will display how to copy from a standard delivery type into a custom delivery type. We will use the custom delivery type in an exercise later in the unit.
The instructor will first demo the configuration, then there will be an exercise at the end of this section the students will complete.
1. Navigate to the IMG, and follow the menu path:
Logistics Execution Shipping Deliveries Define Delivery Types
3. Enter the following:
Field Value
Delivery Type ZXX
Description Delivery Custom XX
4. Press the Enter key or click . 5. Click 'Yes' on the following screen:
6. SAP will navigate back to the Delivery type overview screen. Select your custom delivery type and click the Detail icon:
Some of the fields are greyed out, which indicates the values stored here are maintained elsewhere in the IMG. For example, if you want to assign a different Text Determination Procedure, follow the IMG menu path: Logistics Execution Shipping Basic Shipping Functions Text Control Define and Assign Text Determination Procedures.
Field Description
NR int assgt. Number range internal assignment – defines the number range used when the delivery document number is assigned internally by SAP.
No. range ext. Number range external assignment – defines the number range used when the delivery document number is assigned externally by the user or an interface. ItemNoIncrement Defines the item number increment for the
Field Description
Order Required Defines which, if any, predecessor document is required.
Default order type Not relevant if you selected something other than 'No preceding documents required' in the previous selection. If you did make the that selection, you will need to reference a default delivery order type, which will define default control criteria that are normally copied from the reference document. Item Requirement Not relevant if you selected something other
than 'No preceding documents required' in the previous selection. Defines the item requirements for any items entered when a predecessor document does not exist. Screen seq. grp. Screen sequence group defines the screens
and the order of the screens that appear for this document type. It is possible to define custom screen sequence groups and assign those to your custom delivery types.
8. Don't forget to save your custom delivery type.
Student Exercise:
Create a custom delivery type (ZXX) as demonstrated in the previous demo steps.
Delivery Item Categories
SAP uses different delivery item categories to define delivery document types for various item categories found in the preceding documents, like sales order items, text items, consignment items, etc. The delivery item categories are maintained in configuration and they define the following:
Whether a material master needs to exist for the item
If a delivery quantity of zero is allowed
Whether a minimum delivery quantity check is active
If the item is relevant for picking
Whether an overdelivery is allowed on the item
Storage location determination and requirements
Delivery Item Categories Configuration Demo and Exercise
In this demo and subsequent exercise, we will demonstrate how to copy from a standard delivery item category into a custom item category. We will use the custom item category in an exercise later in the unit.
The instructor will first demo the configuration, then there will be an exercise at the end of this section the students will complete.
1. Navigate to the IMG, and follow the menu path:
Sales and Distribution Sales Sales Document Item Define Item Categories
You must define the item categories from Sales and Distribution, and they will automatically be transferred to the delivery item categories.
3. Enter the following:
Field Value
Item Category ZZXX
Description Standard Item ZZ99
4. Press the Enter key or click . 5. Click 'Yes' on the following screen:
6. Save your entry.
7. Navigate to the following IMG menu path to configure the delivery item category:
Logistics Execution Shipping Deliveries Define Item Categories for Deliveries
Field Description
Document cat Defines the SD document category. Mat.no.'0' allowed Allows a user to enter an item with this item
category without referencing a material master number.
Check quantity 0 Defines how the system reacts if you enter a quantity of zero.
Field Description
Check minimum quantity Defines if the system checks if the minimum quantity has been ordered. The minimum order quantity can be specified in the material master or customer-material record.
Check overdelivery Defines whether you can overdeliver the quantity to the customer.
Relevant for picking Defines whether the item is relevant for warehouse picking.
StLocation required Defines whether the delivery document needs to be created with a storage location specified.
Determine SLoc Defines whether SAP is to automatically determine the storage location for the item on the delivery.
10. Don't forget to save your changes to your customer delivery item category.
Student Exercise:
1. Create a custom sales item category (ZZXX) as demonstrated in the previous demo steps.
2. Review the fields in the custom delivery item category. You will use this custom item category in a subsequent exercise.
Order type Demo
All order types have a subsequent delivery type, and delivery relevant sales item categories have a subsequent delivery item category.
1. To view the linkage between these objects, navigate to the IMG and follow the menu path:
Logistics Execution Shipping Copying Control Specify Copy Control for Deliveries
2. Scroll down to the target delivery type you created in the previous step.
3. Select your delivery type (ZXX) and source sales doc type OR. Click on the Details icon.
4. From here, you can click on the Change/Display icon to switch between change and display mode.
5. The following table describes the use of the various fields displayed on this view:
Field Description
Order Requirements The routine number entered here is a piece of code that defines what is required to have happened for the sales order to be copied into the delivery.
From the list of possible entries, shown below, you can click on the icon to get a brief overview of the routine.
You can also click on the icon to display the code behind the routine. If you want to have a custom routine created for your delivery type, work with your
Field Description
Combination Requirement The combination requirement defines how SAP can or cannot combine sales orders into a single delivery document. Typically, fields are maintained at the item level on the sales order, but the header levels of the delivery document that have different values cannot be combined into a delivery
document. For example, the partner functions can be defined at the item level of the sales order, but are defined at the header level of the delivery. Therefore, if they are different, they cannot be on the same delivery document.
Combination requirements are also stored in SAP as routines that can be copied and a custom routine can be developed.
Header Data Another routine that defines which header data must be maintained and relevant to be able to copy the sales order to the delivery.
6. Double-click on the folder in the dialog structure window and scroll down to your custom item category.
7. Select your Custom Item Category and click the Details icon to display the following screen:
Field Description
Order requirements Same definition as header level. Item Data Same definition as header level.
8. Once you have completed reviewing your entries, you can exit the transaction. No data has been changed in this demo.
Assign Item Categories
This step allows SAP to determine to which item category to assign your sales order document line item and subsequent delivery line item. In this step, you will assign an item category group (maintained in the Sales Org 2 view of the
material master) to a default item category. 1. Navigate to the IMG and follow the menu path:
Sales and Distribution Sales Sales Document Item Assign Item Categories
2. Click New entry and maintain the following:
Field Value
Sales Doc. Type OR
Item Category Group ZZXX
Item Category ZZXX
Outbound Delivery Processing
Sales orders contain schedule lines that define when a material is to be available and delivered. Once that date has been reached, SAP considers the item due for delivery and will appear on the delivery due list to be processed.
Sales order processing with deliveries
Delivery Pre-requisites
Before creating a delivery from sales order, SAP checks to verify certain conditions have been met:
No delivery blocks exist on the sales order header or schedule lines
The sales order must be due for delivery (although you can modify the delivery date selection on the delivery due list and override this functionality)
The status of the line must be open and not fully delivered
The item category of the sales order line item must be relevant for delivery
The material must be in stock
Delivery Creation Checks
When an outbound delivery is created, SAP carries out the following checks:
Checks the material is in stock and not blocked
Calculates the delivery weight and volume
If applicable, packs the delivery
Determines if there are any restrictions on partial deliveries
Re-determines the route, if using delivery routing (not covered in this course)
Add export information to delivery – this information comes from the material master and configuration
If the order is past due when the delivery is created, SAP will re-determine key dates
If using picking functionality, SAP will determine a picking location
If using batch determination, SAP will determine a batch
SAP will update the sales order to update the delivery quantity and reference the delivery number.
Shipping Point Determination
SAP will determine the shipping point when creating the sales order. The delivery due is run by Shipping Point.
Configuration for Shipping Point determination is found in the IMG, here: Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points
Shipping point uses a combination of Storage Conditions, Loading Group and Plant to define the shipping point. If SC and/or loading group is not defined, a default shipping point can be maintained, as shown below:
Demo and Exercise of Outbound Delivery
In this demo, we will use a material that has your custom Item Category assigned to it, which will determine your custom item category type on your delivery note. The instructor will first demonstrate the steps, and the students can follow those steps in their exercise.
1. The first step in this demo is to create a sales order document that you will deliver. Navigate to creating a sales order by following the menu path: Logistics Sales and Distribution Sales Order Create
Transaction: VA01
2. Enter the data as shown in the following screen:
Field Value
Order Type OR
Sales Organization 3020
Distribution Channel 10
Division 00
3. Click to accept the value and move to the sales order create screen.
4. Enter the data as shown in the following screen and click to check the entries:
Field Value
Sold-to party 100216
Material LES-252-XX
Order Quantity 1
5. Save the order.
6. Note the order number: ________________
7. Navigate to the delivery due list by following the menu path:
Logistics Logistics Execution Outbound Process Goods Issue for Delivery Create Collective Processing of Documents Due for Delivery Sales Order Items
Transaction code: VL10C
Field Value
Shipping Point/Receiving Point
3000
Sales Order Tab: Sales Document
<sales order number from step 6>
9. Click the Execute icon to start the transaction.
10. Select the order document and click the button to create the delivery document in the background.
11. You will get a message to see the log for information about creating deliveries and an additional line will appear on the screen as shown below:
12. Select the additional line and click the Details icon to be presented with the following screen:
This screen displays the delivery document number: 80015485. Note your delivery document number: ________________
Outbound Delivery Exercise:
Follow the demo steps and create a sales order and delivery document for your material:
Field Value
Be sure to note your sales order number and delivery document number in the spaces provided.
Configuration of Delivery Due List:
This course will not go into detail on configuration of the delivery due list.
However, if you are in the delivery due list and click on the User Role tab, you will see the following information, which is based on the transaction code (VL10C) you selected to execute the delivery due list.
If you click on the Role button, you will be navigated to the IMG item to configure this portion of the Delivery Due list.
Outbound Delivery Picking
In this section on delivery picking, we will cover:
Determining the Picking Location
Wave Picking
Determining Picking Location
It is possible to manually assign the picking location of a delivery item or allow SAP to do it automatically. The item category we discussed in the previous section determines whether an item is relevant for picking. If it is relevant for picking, the picking location must be entered on the delivery item. The screen shot below illustrates where the picking location is maintained on the delivery item:
The criteria to automatically determine the picking location are:
Shipping Point
Plant
Storage Conditions
These criteria are maintained on the Sales Order. Therefore, the picking location can be determined when the sales order item is copied into a delivery.
The configuration for automatic picking location determination is found in the IMG. Follow the menu path:
Logistics Execution Shipping Picking Determine Picking Location Assign Picking Locations
As you can see, the first entry in the screen shot does not contain a shipping condition. If you wish to have a default storage location for picking (meaning the shipping condition is irrelevant), you can maintain the entry for your shipping point/plant combination.
Wave Picks
Wave picking allows you to create a group of deliveries to process based on various criteria. Wave picking can be based on delivery priority, delivery dates, capacity, shipments (a grouping of deliveries together for a customer), or any other criteria you want to define.
SAP provides functionality to create wave picks using the following transactions:
In this manual, we will cover how to create wave picks according to delivery time and via the outbound delivery monitor.
Wave Picking according to Delivery Time
If you want to perform wave picks according to delivery time, SAP uses the time maintained on the delivery for either picking time, loading time, or goods issue time. In configuration, you configure which of these times SAP is to use in
determining waves by warehouse. The configuration for this is found in the IMG here:
Logistics Execution Shipping Picking Wave Picks Maintain Time of Comparison for Forming Wave Picks
For our demo warehouse, we have selected to group our waves of deliveries based on goods issue time.
The following screen shot displays where the dates and times are maintained in the delivery note:
Once you have maintained which date/time will be used in combining deliveries into waves, you must maintain the wave pick profile. The wave pick profile
found here:
Logistics Execution Shipping Picking Wave Picks Maintain Wave Picks Profile
After you have maintained the wave pick profile(s) for your warehouse, you must maintain the time slots. When you run the transaction to create a wave pick based on delivery time, you will select a specific time slot. To maintain the time slot, follow the IMG menu path:
Logistics Execution Shipping Picking Wave Picks Maintain Time Slots In our warehouse, we assigned wave pick profile PR0001. In the screen shot