Navigation - Exercises Unit: Navigation Topic: Basic Functions At the conclusion of this exercise, you will be able to: Log on to an SAP R/3 System Find transaction codes Access the SAP Library Use F1 help to find field information Use F4 help to search for possible field entries As a new user of an SAP R/3 System, you begin to navigate the system using the menu paths and transaction codes. You also begin to access the various types of online help. All menu paths in the exercises refer to the SAP standard menu. 1-1 Logging on to the system Select the appropriate system for this course. Use the client, user name, initial password and logon language specified by the instructor. The first time you log on, you will get a prompt in which you must enter your new password, which you choose yourself, twice. Make a note of the following:
Transcript
Navigation - Exercises
Unit: Navigation
Topic: Basic Functions
At the conclusion of this exercise, you will be able to:
Log on to an SAP R/3 System
Find transaction codes
Access the SAP Library
Use F1 help to find field information
Use F4 help to search for possible field entries
As a new user of an SAP R/3 System, you begin to navigate the system using the menu paths and transaction codes. You also begin to access the various types of online help.
All menu paths in the exercises refer to the SAP standard menu.
1-1 Logging on to the system
Select the appropriate system for this course. Use the client, user name, initial password and logon language specified by the instructor. The first time you log on, you will get a prompt in which you must enter your new password, which you choose yourself, twice. Make a note of the following:
1-4-3 Use the F1 help on the Company code field. If you choose the Application help icon from the F1 help screen, which area of the SAP Library does it take you to?
1-4-4 Which icon do you need to use on the F1 help screen to find the parameter ID for the Company code field?Hint: See the notes on the slide User-Specific Personalization
1-4-5 Use F4 help on the Customer field to find the customer number for Becker ##. To do this, use the Search term "Becker*" after calling the F4 help.
Note: ## corresponds to your assigned group number.
At the conclusion of this exercise, you will be able to:
Set a user parameter for a field
Set user defaults
Maintain your favorites
Select a start transaction of your choice
You begin to set various user-specific settings.
Exercises marked * are optional.
2-1 Setting user parameters.
2-1-1 Assign a parameter value for the Company code field to your user profile.
Note: The instructor will tell you what parameter value to enter (for example 1000). For information about defaults, see the notes on the slide User-Specific Personalization.
Parameter ID: ___ ___ ___
Parameter value: ___ ___ ___ ___
2-2 Defining User-Specific Settings using System User profile Own Data
2-2-1 In your user profile, set your logon language to the value used for the course.
2-2-2 In your user profile, set the decimal notation and date format of your choice.
2-3 Defining your favorites
2-3-1 Insert at least one new folder under the Favorites folder.
2-3-2 Add any two of your favorite transactions to the corresponding folders.
2-3-3 Add the Internet address http://www.sap.com with the text SAP Homepage.
2-4* Setting a start transaction using the Extras menu.
2-4-1 Enter a transaction of your choice as the initial transaction. You will then need to log off and on again for the change to take effect.
Note: If desired, you can change the initial transaction back to the default value simply by deleting the transaction code that you entered.
Navigation –
Solutions
Unit: Navigation
Topic: Basic Functions
1-1 Log on to the system specified by the instructor and change your initial password.
1-2 To open and close sessions, choose System Create session (or use the appropriate icon) or System End session. The maximum number of sessions you can have open simultaneously is six (6), depending on your system settings.
1-3 To find the transaction code, choose System Status. These function names and transaction codes correspond to the menu paths:
1-3-1 Transaction: SM04 for Function Name: User list
1-3-2 Transaction: FD03 for Function Name: Display Customer: General Data
1-4 Help
1-4-1 The section of the unit Getting Started that deals with using SAP Easy Access is displayed.
1-4-2 Suggestion: The customer is a unique key (account number) used to clearly identify the customer within the system.
1-4-3 FI – Accounts Receivable and Accounts Payable
1-4-4 To find the Parameter ID: BUK, choose Technical Info
1-4-5 Customer ## (## corresponds to your assigned group number)
When you select F4 in the Customer field, the Restrict Value Range window appears. You can explore the various tabs to see the different search criteria available. Find a tab that includes the Search term field and enter the following:
Field Name Value
Search term Becker*
Choose Enter. A window appears listing the customer account numbers that match your search criteria. Select the line that corresponds to Becker ##, then choose Copy. This automatically copies the customer account number into the Customer field.
Unit: Navigation
Topic: User-Specific Settings
2-1 Setting user parameters.
2-1-1 To assign a parameter value to a field you will need the parameter ID of the field. First you need to select a transaction that contains this field. For example, Company code can be found in transaction FD03. Next, place the cursor on that field (click it with the mouse). To display the required info, choose:
F1 Technical Info Parameter ID
gives you the required information. For the Company code field, the parameter ID is BUK.
Finally, enter the parameter ID and desired value in your user profile:
System User profile Own data
On the Parameter tab page you enter the parameter ID and value that you want to be entered into the field. Save your entries.
2-2 Setting user defaults.
2-2-1 To set the logon language, go to your user profile:
System User profile Own data
On the Defaults tab page, enter the language of your choice in the Logon language field.
2-2-2 To set the decimal notation and date format, remain on the Defaults tab in your user profile. Select the indicator adjacent to the notation and format you desire. Save your selections.
2-3 Defining favorites of your choice.
2-3-1 Favorites Insert folder
Type any name for the folder then select Enter. You can add as many folders as you desire. Once created, folders can be dragged and dropped to position them where you want.
2-3-2 To create favorites, select specific applications (transactions) that you need as favorites for your daily work from the menu tree of the SAP standard menu. Add them to your Favorites list by selecting them and choosing Favorites Add from the menu bar. Alternatively, use the mouse to drag & drop favorites to a folder. You can also use the menu path Favorites Insert transaction to add using a transaction code.. Finally, you can move existing favorites to different folders later by choosing Favorites Move or using drag & drop.
2-3-3 Create Internet addresses by choosing Favorites Add Web address or file. When you select SAP Homepage from your favorites, an Internet browser will open and you will be connected to SAP’s homepage.
2-4 Setting a start transaction.
2-4-1 Extras Set start transaction
Enter a transaction of your choice then choose Enter. Notice the system message on the status bar indicates that your selected transaction has been set as the start transaction. The next time you log on, the system will go directly to your start transaction.
Note: To change back to SAP Easy Access as the initial screen, follow the menu path again, delete the transaction code and select Enter. The next time you log on, SAP Easy Access will be the initial screen.
Data Used in Exercises
Key to Icons in Exercises and Solutions
Exercises
Solutions
Objectives
Business Scenario
Hints and Tips
Warning or Caution
Data Used in Exercises
Type of Data Data in Training System
Materials (goods) LES01-##
LES02-##
LES03-##
LES04-##
LES05-##
Plant 1200
Storage location 0140, 0141, ...,0###,..., 0160
Warehouse number 140, 141, ..., ###, ..., 160
Shipping point X0##
Customers T-S11A##
T-S11B##
Vendor 1000
Purchasing organization 1000
Purchasing group Corporate Purchasing (000)
Sales organization 1000
Distribution channel 12
Division 00
Forwarding agent 1058
Notes on Exercises
In the training system, separate data has been created for every group.
When the characters ## appear, replace these with your course group number.
Please also note that some of the exercises are follow-on exercises to others.
Exercises
Unit: Overview of Logistics Execution
At the conclusion of these exercises, you will be able to:
Work through a simple inbound process (order, goods receipt, invoice verification)
Work through a simple outbound process (sales order, outbound delivery, goods issue, billing)
Explain the idea behind the Warehouse Management System (physical stock movements in a complex warehouse structure)
Explain how Logistics Execution fits into the supply chain as the link between goods receipt, goods issue, internal warehouse processes, and transportation
You want to find out about the processes in the Logistics Execution System. To do this, you familiarize yourself with the logistical processes in the SAP System. These are the processes that come before and after the LES processes. However, since you want to concentrate on the processes in Logistics Execution itself, you should only look at the other processes briefly by working through a few simple examples.
To illustrate the processes preceding the LES processes, you create a purchase order for trading goods, and then post a goods receipt for these goods. When you receive the invoice for these from the vendor, you pass it on for invoice verification, and complete the process.
To illustrate the processes that come after the LES processes, you create a sales order, which you deliver, pick and then bill.
1-1 How do the processes fit into the supply chain?
Describe the logistics processes in the SAP System.
1-1-1 Name the supply chain elements that are found in order processing in Materials Management (MM).
1-1-2 Which processes are found in sales order processing (SD)?
1-1-3 Which processes are found in both these process chains and are also part of the Logistics Execution System?
2-1 Creating a purchase order
Order 48 pieces of material LES01-## from vendor 1000 C.E.B. Berlin and specify that they should be delivered immediately. Use the order type called Standard purchase order.
Use the Create Purchase Order transaction (menu path: Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known).
Confirm the warnings issued about the delivery date, and accept the purchase order price proposed by the system. Save your purchase order, and make a note of the purchase order number.
Purchase order number: ___________________________________________________________
2-2 Display the purchase order, and check over the data you have entered for it.
3-1 Posting a goods receipt
You have received delivery of all 48 pieces of material LES01-##, and all were undamaged. Now enter the goods receipt for this material with a reference to the purchase order you created above. The goods received are placed into unrestricted-use stock for plant 1200 (Dresden). These goods are placed in storage in warehouse 0001 (no Warehouse Management).
Use the transaction called Enter Goods Receipt for Purchase Order (menu path: Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Enter Goods Receipt for Purchase Order).
To post the goods receipt, enter the purchase number you made a note of. You can also use the matchcode function (F4) to search for your purchase order number.
Material document number:_________________________________________
3-2 Display the material document that was created by the goods receipt posting.
3-3 Now display your purchase order again. How has the purchase order history been updated?
4-1 Entering a vendor invoice
You have received an invoice for the 48 pieces of material LES01-## from vendor 1000 (C.E.B. Berlin). The invoice is for 19200 UNI, plus input tax at 10%. Using today’s date, enter an invoice in Logistics Invoice Verification, and then post it.
Use the transaction called Enter Invoice in Logistics Invoice Verification (menu path: Logistics Materials Management Invoice Verification Logistics Invoice Verification Document Entry Enter Invoice).
5-1-2 Now display the order you have just created, and familiarize yourself with the way information is presented on the screen.
From which plant is item 10 to be delivered?
________________________________________________
5-1-3 What is the overall processing status of the order?
To display the overall processing status of the order, choose Display document flow.
6-1 Creating an outbound delivery
6-1-1 Create an outbound delivery for your sales order.
Use the following transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order. Since you want to be able to create the outbound delivery earlier, set the selection date to 1 week ahead, and enter shipping point X0##.
6-1-2 Now go to the Picking tab page, and display the delivery quantity and the picked quantity.
____________________________________________
____________________________________________
6-1-3 Save your outbound delivery, and make a note of the document number.
_____________________________________________
6-1-4 Display the document flow. What are the overall processing statuses of the order and the outbound delivery?
7-1-1 Before you pick the outbound delivery, display the stocks of material LES01-## in plant 1200, storage location 0001.
Open up a new session, and display the inventory management view of the stock overview. To do this, choose Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Inventory Management). Enter material LES01-##, plant 1200, and storage location 0001.
How much unrestricted-use stock of material LES01-## is available in plant 1200, storage location 0001?
7-1-2 To actually pick the material, create a transfer order for the warehouse. This transfer order is used to print out the items you want to pick.
Use the following transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order Single Document.
Enter warehouse number 012, and the number of your outbound delivery. Select the Background option, and confirm your entries.
7-1-3 Once picking has been completed, you can post the goods issue for the materials you want to deliver. To do this, change your outbound delivery. Make a note of the pick quantities before you post the goods issue.
In the transaction Change Outbound Delivery, choose Post goods issue.
7-1-5 Now display the stock overview for material LES01-## in plant 1200 again. How many pieces are still available as unrestricted-use stock? What is the status of the outbound delivery?
9-1-1 Get an overview of the storage bins in your warehouse (warehouse number ###). Which storage type represents bulk (bulk) storage, and how many bulk storage bins are there?
Use the Total Stock per Material transaction (menu path Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Total Stock per Material (Warehouse Management)).
9-1-3 In which storage bins is material LES03-## stored?
You can go directly from the stock overview of a material to the bin stocks. Double-click the storage type whose stock you wish to display.
You can go from the overview of bin stocks to the detail screen of a storage bin simply by clicking once on the bin in question. On the Stock tab page, you can see the stock that is stored in this storage location.
Exercises
Unit: Overview of Logistics Execution
At the conclusion of these exercises, you will be able to:
Work through a simple inbound process (order, goods receipt, invoice verification)
Work through a simple outbound process (sales order, outbound delivery, goods issue, billing)
Explain the idea behind the Warehouse Management System (physical stock movements in a complex warehouse structure)
Explain how Logistics Execution fits into the supply chain as the link between goods receipt, goods issue, internal warehouse processes, and transportation
You want to find out about the processes in the Logistics Execution System. To do this, you familiarize yourself with the logistical processes in the SAP System. These are the processes that come before and after the LES processes. However, since you want to concentrate on the processes in Logistics Execution itself, you should only look at the other processes briefly by working through a few simple examples.
To illustrate the processes preceding the LES processes, you create a purchase order for trading goods, and then post a goods receipt for
these goods. When you receive the invoice for these from the vendor, you pass it on for invoice verification, and complete the process.
To illustrate the processes that come after the LES processes, you create a sales order, which you deliver, pick and then bill.
1-1 How do the processes fit into the supply chain?
Describe the logistics processes in the SAP System.
1-1-1 Name the supply chain elements that are found in order processing in Materials Management (MM).
1-1-2 Which processes are found in sales order processing (SD)?
1-1-3 Which processes are found in both these process chains and are also part of the Logistics Execution System?
2-1 Creating a purchase order
Order 48 pieces of material LES01-## from vendor 1000 C.E.B. Berlin and specify that they should be delivered immediately. Use the order type called Standard purchase order.
Use the Create Purchase Order transaction (menu path: Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known).
Confirm the warnings issued about the delivery date, and accept the purchase order price proposed by the system. Save your purchase order, and make a note of the purchase order number.
Purchase order number: ___________________________________________________________
2-2 Display the purchase order, and check over the data you have entered for it.
3-1 Posting a goods receipt
You have received delivery of all 48 pieces of material LES01-##, and all were undamaged. Now enter the goods receipt for this material with a reference to the purchase order you created above. The goods received are placed into unrestricted-use stock for plant 1200 (Dresden). These goods are placed in storage in warehouse 0001 (no Warehouse Management).
Use the transaction called Enter Goods Receipt for Purchase Order (menu path: Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Enter Goods Receipt for Purchase Order).
To post the goods receipt, enter the purchase number you made a note of. You can also use the matchcode function (F4) to search for your purchase order number.
Material document number:_________________________________________
3-2 Display the material document that was created by the goods receipt posting.
3-3 Now display your purchase order again. How has the purchase order history been updated?
4-1 Entering a vendor invoice
You have received an invoice for the 48 pieces of material LES01-## from vendor 1000 (C.E.B. Berlin). The invoice is for 19200 UNI, plus input tax at 10%. Using today’s date, enter an invoice in Logistics Invoice Verification, and then post it.
Use the transaction called Enter Invoice in Logistics Invoice Verification (menu path: Logistics Materials Management Invoice Verification Logistics Invoice Verification Document Entry Enter Invoice).
To display the overall processing status of the order, choose Display document flow.
6-1 Creating an outbound delivery
6-1-1 Create an outbound delivery for your sales order.
Use the following transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order. Since you want to be able to create the outbound delivery earlier, set the selection date to 1 week ahead, and enter shipping point X0##.
6-1-2 Now go to the Picking tab page, and display the delivery quantity and the picked quantity.
____________________________________________
____________________________________________
6-1-3 Save your outbound delivery, and make a note of the document number.
_____________________________________________
6-1-4 Display the document flow. What are the overall processing statuses of the order and the outbound delivery?
7-1-1 Before you pick the outbound delivery, display the stocks of material LES01-## in plant 1200, storage location 0001.
Open up a new session, and display the inventory management view of the stock overview. To do this, choose Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Inventory Management). Enter material LES01-##, plant 1200, and storage location 0001.
How much unrestricted-use stock of material LES01-## is available in plant 1200, storage location 0001?
7-1-2 To actually pick the material, create a transfer order for the warehouse. This transfer order is used to print out the items you want to pick.
Use the following transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order Single Document.
Enter warehouse number 012, and the number of your outbound delivery. Select the Background option, and confirm your entries.
7-1-3 Once picking has been completed, you can post the goods issue for the materials you want to deliver. To do this, change your outbound delivery. Make a note of the pick quantities before you post the goods issue.
In the transaction Change Outbound Delivery, choose Post goods issue.
7-1-5 Now display the stock overview for material LES01-## in plant 1200 again. How many pieces are still available as unrestricted-use stock? What is the status of the outbound delivery?
9-1-1 Get an overview of the storage bins in your warehouse (warehouse number ###). Which storage type represents bulk (bulk) storage, and how many bulk storage bins are there?
Use the Total Stock per Material transaction (menu path Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Total Stock per Material (Warehouse Management)).
9-1-3 In which storage bins is material LES03-## stored?
You can go directly from the stock overview of a material to the bin stocks. Double-click the storage type whose stock you wish to display.
You can go from the overview of bin stocks to the detail screen of a storage bin simply by clicking once on the bin in question. On the Stock tab page, you can see the stock that is stored in this storage location.
Exercises
Unit: Overview of Logistics Execution
At the conclusion of these exercises, you will be able to:
Work through a simple inbound process (order, goods receipt, invoice verification)
Work through a simple outbound process (sales order, outbound delivery, goods issue, billing)
Explain the idea behind the Warehouse Management System (physical stock movements in a complex warehouse structure)
Explain how Logistics Execution fits into the supply chain as the link between goods receipt, goods issue, internal warehouse processes, and transportation
You want to find out about the processes in the Logistics Execution System. To do this, you familiarize yourself with the logistical processes in the SAP System. These are the processes that come before and after the LES processes. However, since you want to concentrate on the processes in Logistics Execution itself, you should only look at the other processes briefly by working through a few simple examples.
To illustrate the processes preceding the LES processes, you create a purchase order for trading goods, and then post a goods receipt for these goods. When you receive the invoice for these from the vendor, you pass it on for invoice verification, and complete the process.
To illustrate the processes that come after the LES processes, you create a sales order, which you deliver, pick and then bill.
1-1 How do the processes fit into the supply chain?
Describe the logistics processes in the SAP System.
1-1-1 Name the supply chain elements that are found in order processing in Materials Management (MM).
1-1-2 Which processes are found in sales order processing (SD)?
1-1-3 Which processes are found in both these process chains and are also part of the Logistics Execution System?
2-1 Creating a purchase order
Order 48 pieces of material LES01-## from vendor 1000 C.E.B. Berlin and specify that they should be delivered immediately. Use the order type called Standard purchase order.
Use the Create Purchase Order transaction (menu path: Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known).
Confirm the warnings issued about the delivery date, and accept the purchase order price proposed by the system. Save your purchase order, and make a note of the purchase order number.
Purchase order number: ___________________________________________________________
2-2 Display the purchase order, and check over the data you have entered for it.
3-1 Posting a goods receipt
You have received delivery of all 48 pieces of material LES01-##, and all were undamaged. Now enter the goods receipt for this material with a reference to the purchase order you created above. The goods received are placed into unrestricted-use stock for plant 1200 (Dresden). These goods are placed in storage in warehouse 0001 (no Warehouse Management).
Use the transaction called Enter Goods Receipt for Purchase Order (menu path: Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Enter Goods Receipt for Purchase Order).
To post the goods receipt, enter the purchase number you made a note of. You can also use the matchcode function (F4) to search for your purchase order number.
Material document number:_________________________________________
3-2 Display the material document that was created by the goods receipt posting.
3-3 Now display your purchase order again. How has the purchase order history been updated?
4-1 Entering a vendor invoice
You have received an invoice for the 48 pieces of material LES01-## from vendor 1000 (C.E.B. Berlin). The invoice is for 19200 UNI, plus input tax at 10%. Using today’s date, enter an invoice in Logistics Invoice Verification, and then post it.
Use the transaction called Enter Invoice in Logistics Invoice Verification (menu path: Logistics Materials Management Invoice Verification Logistics Invoice Verification Document Entry Enter Invoice).
To display the overall processing status of the order, choose Display document flow.
6-1 Creating an outbound delivery
6-1-1 Create an outbound delivery for your sales order.
Use the following transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order. Since you want to be able to create the outbound delivery earlier, set the selection date to 1 week ahead, and enter shipping point X0##.
6-1-2 Now go to the Picking tab page, and display the delivery quantity and the picked quantity.
____________________________________________
____________________________________________
6-1-3 Save your outbound delivery, and make a note of the document number.
_____________________________________________
6-1-4 Display the document flow. What are the overall processing statuses of the order and the outbound delivery?
7-1-1 Before you pick the outbound delivery, display the stocks of material LES01-## in plant 1200, storage location 0001.
Open up a new session, and display the inventory management view of the stock overview. To do this, choose Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Inventory Management). Enter material LES01-##, plant 1200, and storage location 0001.
How much unrestricted-use stock of material LES01-## is available in plant 1200, storage location 0001?
7-1-2 To actually pick the material, create a transfer order for the warehouse. This transfer order is used to print out the items you want to pick.
Use the following transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order Single Document.
Enter warehouse number 012, and the number of your outbound delivery. Select the Background option, and confirm your entries.
7-1-3 Once picking has been completed, you can post the goods issue for the materials you want to deliver. To do this, change your outbound delivery. Make a note of the pick quantities before you post the goods issue.
In the transaction Change Outbound Delivery, choose Post goods issue.
7-1-5 Now display the stock overview for material LES01-## in plant 1200 again. How many pieces are still available as unrestricted-use stock? What is the status of the outbound delivery?
9-1-1 Get an overview of the storage bins in your warehouse (warehouse number ###). Which storage type represents bulk (bulk) storage, and how many bulk storage bins are there?
Use the Total Stock per Material transaction (menu path Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Total Stock per Material (Warehouse Management)).
9-1-3 In which storage bins is material LES03-## stored?
You can go directly from the stock overview of a material to the bin stocks. Double-click the storage type whose stock you wish to display.
You can go from the overview of bin stocks to the detail screen of a storage bin simply by clicking once on the bin in question. On the Stock tab page, you can see the stock that is stored in this storage location.
Solutions
Unit: Overview of Logistics Execution
1-1 How do the processes fit into the supply chain?
1-1-1 The individual steps in the ordering process are: determination of requirements, determination of source of supply, selection of vendor, ordering, purchase order monitoring, goods receipt, invoice verification, and handling of payments.
1-1-2 The individual steps in the sales order processing process are: presales activities, order processing, procurement, shipping, goods issue, billing, and payment.
1-1-3 The Logistics Execution System covers the following processes: shipping, goods issue, placing in storage, inbound and outbound transportation.
2-1 Creating a purchase order
Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known
Field Name/Type of Data Values
Order type Standard purchase order
Vendor 1000
Purchasing organization IDES Germany(1000)
Purchasing group Chef, H. (000)
Company code IDES AG (1000)
Material LES01-##
PO quantity 48
Order unit PC
Delivery date Today’s date
Plant 1200
Storage location 0001
Save your purchase order.
2-2 Logistics Materials Management Purchasing Purchase Order Display
3-1 Posting a goods receipt
Logistics Logistics Execution Inbound Process Goods receipt for Purchase Order, Order, Other Transactions Enter Goods Receipt for Purchase Order
Field Name/Type of Data Values
Document number Number of your purchase order
Item OK Select this option
Quantity in UnE 48
Storage location Materials store
Post the goods receipt.
3-2 Logistics Logistics Execution Inbound Process Goods receipt for Purchase Order, Order, Other Transactions Display Material Document
Enter the number of your material document, and choose Enter.
3-3 Logistics Materials Management Purchasing Purchase Order Display
Click Item details, and then choose the Purchase order history tab page.
5-1-1 Logistics Sales and Distribution Sales Order Create
Enter the order type Standard order (OR), and press Enter.
Field Name/Type of Data Values
Sold-to party T-S11B##
Purchase order number LO140-##1
PO date Today’s date
Material LES01-##
Order quantity 12
Unit PC
Save the order.
5-1-2 Logistics Sales and Distribution Sales Order Display
The line item is to be delivered from plant 1200. Select item 10, and then click the Display item details icon. You can view the delivering plant on the Shipping tab page.
5-1-3 Logistics Sales and Distribution Sales Order Display
To display the document flow, choose Environment Display document flow. As you can see, the status is Open.
6-1 Creating an outbound delivery
6-1-1 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order
Field Name/Type of Data Values
Shipping point 1200
Selection date 1 week from today
Order The number of your standard order
6-1-2 Delivery quantity: 12 pcs
Pick. quantity: 0 pcs
6-1-3
6-1-4 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display Environment Document flow
Standard order: Completed
Outbound delivery: Open
7-1 Picking the outbound delivery
7-1-1 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Inventory Management)
Field Name/Type of Data Values
Material LES01-##
Plant 1200
Storage location 0001
48 pieces of material LES01-## are in unrestricted-use stock.
7-1-2 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order Single Document
Field Name/Type of Data Values
Warehouse number 012
Delivery The number of your outbound delivery
Foreground/background Background
7-1-3 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
Choose the Picking tab page.
Delivery quantity: 12 pieces
Pick quantity: 12 pieces
7-1-4 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Change Single Document
Click the Post goods issue icon.
7-1-5 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Inventory Management)
Field Name/Type of Data Values
Material LES01-##
Plant 1200
Storage location 0001
36 pieces of this material are in unrestricted-use stock.
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
The status of the outbound delivery is Being processed.
8-1 Billing
8-1-1 Logistics Sales and Distribution Billing Billing Document Create
Field Name/Type of Data Values
Document The number of your outbound delivery
Billing type Invoice
Save your invoice.
8-1-2 Logistics Sales and Distribution Billing Billing Document Display Environment Display document flow
The status of the billing document is Completed.
9-1 Stock overviews in Warehouse Management
9-1-1 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Bin Status Report
Enter your warehouse number (###), and use the F4 Help function to select storage type 004 (bulk storage). Storage type 004 has 10 storage bins.
9-1-2 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management)
Enter your warehouse number (###) and material LES02-##. The stock overview shows you in which storage types the material is found. 240 pieces of this material are in shelf storage.
9-1-3 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Bin Stock per Material
Enter material LES03-##, and your warehouse number (###). An overview of the bins in which the material is stored appears.
9-1-4 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Single Displays Storage Bin
Enter your warehouse number (###), storage type 005 and storage bin FIX-03. Material LES05-## is stored in this storage bin.
Exercises
Unit: Goods Receipts
Topic: Goods Receipts and Transfer Requirements
At the conclusion of these exercises, you will be able to:
Describe the inbound process in WM (including transfer requirements)
Post a goods receipt to a warehouse managed in WM, and describe the information contained in a transfer requirement
In the IDES model company, goods receipts for purchase orders are posted, and then the goods are put away (placed in storage). Since you are the project team member responsible for Logistics Execution, you post the goods receipt for the purchase orders, and put away the goods in a warehouse managed using WM.
1-1 You have ordered accessories for your flat-screen monitors from vendor 1000. The materials you ordered have now been delivered to the goods receiving point. Before you actually post a goods receipt for the pallets you have received, and put them into storage, check to see what the current stock situation is for material LES04-##.
1-1-1 Display the stock in the Inventory Management view and in the Warehouse Management view. Do the stocks already exist in the goods receipt area?
1-2 Post a goods receipt for the purchase order for 72 pieces of material LES04-##.
1-2-1 Use the matchcode function to find the document number of the purchasing document for material LES04-##. Use the material number as search criteria. What is the purchase order number?
1-4 In addition to the quant, the goods receipt posting also generated a transfer requirement. Display the information contained in the transfer requirement.
1-4-1 Look at this information to find out the following:
Transfer requirement. number: _________________________________________________________
Display the processing status of the transfer requirement.
Unit: Goods Receipts
Topic: Transfer Order for Putaway
At the conclusion of these exercises, you will be able to:
Use transfer orders to put away materials in a warehouse managed in WM
Describe the information contained in the transfer order
Confirm transfer orders
Clear differences that arise during transfer
2-1 Material LES04-## was delivered on 3 pallets. Each of these pallets holds 24 pieces of the material. Put away these pallets, and find out which storage bins the material is put away to.
2-1-1 Create a transfer order that references the transfer requirement for the purchase order that you looked at in exercise 1-4.
Choose TO foreground from the list of transfer requirements.
2-1-2 Which storage unit type is proposed for the 3 pallets? Where does this information come from?
2-1-3 To put away the pallets individually, choose Put away foreground. Make a note of the destination storage bins. Save your transfer order, and make a note of the transfer order number.
2-2 You have now put away the material. Unfortunately, 2 pieces of material LES04-## fell off one of the pallets. This means that only 70 pieces were actually put away.
2-2-1 Confirm the transfer order in a single step. Also specify that there was a difference of 2 pieces. Enter this difference for the pallet of the third item in the transfer order. Confirm the difference in the dialog box.
It is also possible to confirm the picking of a material from its bin and the transfer of the quants separately. In our example, though, both these activities are confirmed in a single step.
2-2-2 Once again, display the stock overview of material LES04-##. In which storage bins is the material to be found? What is the total stock of the material in Inventory Management?
2-2-3 You now have to reconcile the stocks in Inventory Management. To do this, post the difference in WM. What is the number of the material document that is generated?
1-1 Displaying stock information in WM and Inventory Management
Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display
1-1-1 To display the Inventory Management stock overview, choose Total Stock per Material (Inventory Management). To display the WM stock overview, choose Total Stock per Material (Warehouse Management).
Stock in Inventory Management overview: 0 pieces
Stock in Warehouse Management overview: 0 pieces
The stocks of the material do not yet exist in the goods receipt area.
1-2 Posting of goods receipt
Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Enter Goods Receipt for Purchase Order
1-2-1 Press F4 for help, and select matchcode M: Purchasing documents for material. Enter plant 1200 and material LES04-## as search criteria. Press Enter.
Purchase order number: varies
1-2-2 Select the line containing the purchase order item for material LES04-##. The system display details of the line item in question. On the Quantity tab page, you will see the quantity that was ordered – you can change the quantity to 72 pieces.
1-2-3 Choose the Where tab page. The goods receipt is posted for storage location 0###.
1-2-4 You will also find the movement type that was used to post the goods receipt on the Where tab page. This is movement type 101.
1-2-5 Select OK for the purchase order item, and choose Post.
Material document number: varies (number assigned internally)
1-3 Displaying stock information in WM and Inventory Management
Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display
1-3-1 To display the Inventory Management stock overview, choose Total Stock per Material (Inventory Management).
1-3-2 Stock in Warehouse Management overview: Choose Total Stock per Material (Warehouse Management).
Storage type: 902
To display the storage bin, place your cursor on the line containing Plant 1200, and choose Bin stock.
Storage bin: Number of your purchase order
To view the goods receipt date, click on the available quantity – this displays the quant.
Goods receipt date: today
1-4 Displaying a transfer requirement
Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Putaway Create Transfer Order By Material
1-4-1 Enter material number LES04-##, and press Enter. On the screen entitled List of Transfer Requirements for
Material, you can see all open transfer requirements for material LES04-##. To display a transfer requirement, click the transfer requirement number in question.
Transfer requirement number: varies
Requirement type: B – Purchase order
Requirement tracking number: Number of your purchase order
Source storage type: 902 – GR Area External Receipts
Source storage bin: Number of your purchase order
Movement type: 101 – Goods Receipt for Purchase Order
Open quantity: 72 pieces
1-4-2 To display the transfer order quantity, choose Processing status.
Transfer order quantity: 0 pieces
Unit: Goods Receipts
Topic: Transfer Order for Putaway
2-1 Putaway
Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Putaway Create Transfer Order By Material
2-1-1 In the list of transfer requirements, choose TO in foreground to create a transfer order.
2-1-2 The system proposes palletization (3 pallets, each with 24 pieces). This information is derived from the material master record in the Warehouse Management 2 view.
2-1-3 To put away the items individually, choose Putaway foreground, and then choose Post.
2-1-4 Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Putaway Display Transfer Order Single Document
Enter the number of your transfer order, and press Enter. You have not yet confirmed the putaway.
2-1-5 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management)
72 pieces are to be put away into shelf storage. Click Bin stock. The stock is not yet available.
2-2 Confirmation/differences
Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Putaway Confirm Transfer Order
2-2-1 Single Document In One Step
Enter the number of your transfer order, and press Enter. Decrease the quantity of the third item to 22 pieces. Save the confirmation, and confirm the difference in the dialog box.
2-2-2 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management)
Enter material number LES04-##, and press Enter.
Storage type Quantity
002 – Shelf Storage 70 pieces
999 - Differences 2 pieces
To display the stock in Inventory Management, click MM stock.
Enter your warehouse number (###), and storage type 999. Choose Execute. On the screen entitled Clear Difference in Inventory Management, choose Clear.
2-2-4 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management)
Enter material number LES04-##, and press Enter.
Storage type Quantity
002 – Shelf Storage 70 pieces
To display the stock in Inventory Management, click MM stock.
Stock in Inventory Management: 70 pieces
Exercises
Unit: Goods Issues
Topic: Outbound Deliveries
At the conclusion of these exercises, you will be able to:
Describe how outbound delivery documents are structured, and how they are used
Create a sales order, and name and work through the various options available for creating deliveries
Describe the information contained in outbound deliveries, and specify where this information comes from
Use the delivery monitor for creating deliveries as part of the outbound process
In the IDES model company, goods are issued to customers using outbound deliveries. The goods are stored in the Dresden warehouse of the IDES model company. This warehouse is managed in WM. The goods are also picked and sent from here.
A customer orders monitors and accessories. You process this order and work through the subsequent shipping activities (from creating the delivery and picking the goods through to posting the goods issue) in the Logistics Execution System.
1-1 Customer T-S11B## orders 5 pieces of material LES02-## and 5 pieces of material LES04-## from you. Create a sales order for this, and check over the information that is relevant to shipping.
1-1-1 Create the new sales order with the following data:
Order type: OR
Sold-to party: T-S11B##
Purchase order number: ##-01
Material: Item 10 LES02-## 5 pcs
Item 20 LES04-## 5 pcs
Save the order.
1-1-2 Now display the order you have just created. Which delivering plants have been determined for both items?
1-2-2 Which delivering plant is used for the item if a delivering plant has not been specified in any of the information sources listed in 1-2-1 above?
The shipping condition is usually derived from the customer master record of the sold-to party. In the sales document, you can check over and edit this information on the Shipping detail screen of the document header.
The loading group is derived from the material master. You can check over and edit this information on the Sales: General Plant Data detail screen there. The loading group is not displayed in the sales document.
1-4 Now determine the dates on which the individual shipping and transportation activities have to start so that the goods ordered are delivered on time to the customer.
1-4-1 Determine the various shipping dates for item 10.
You can display a detailed list of shipping deadlines for the confirmed schedule line for a sales document item. To do this, go to the schedule line for the item in question, and then go to the details of the schedule line with the confirmed quantity. Then go to the Shipping tab page.
1-4-2 If the goods are to reach your customer in time, when does the shipping point have to start shipping processing?
You can use the F1 help function to find out about the tasks involved and about how to use the various dates for scheduling.
2-1 Create an outbound delivery for the order you created above.
2-1-1 Select the shipping point that is to be responsible for this. Use today’s date as the selection date. Can you deliver the order? What is the reason for this?
2-1-2 Enter the same selection data again, only this time use the material availability date as the selection date. Can you deliver the order item? What is the reason for this?
4-2-2 Now create a transfer order for the outbound delivery manually in the foreground. Display the preparation screen for putting away the first item.
Use the following transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order Single Document. On the screen of the items to be processed, select the first item, and choose Storage type search sequence.
4-2-3 Which movement type is used for the outbound delivery?
4-2-5 Now pick the required quantity in the foreground. Which storage bin does the system propose for picking? Can you change this storage bin manually?
4-2-6 Create the TO item for material LES02-## by choosing the Generate and next material function.
4-2-7 When you pick the next material, you specify that you wish to pick the required quantity from a partial pallet (in other words, you specify this manually and thus get around the default picking strategy). Select 5 pieces from a partial pallet.
To determine the stock of a material in a specific bin, choose Stock and enter the quantity you wish to pick.
4-2-8 Generate the transfer order by saving it. What is the number of the transfer order generated?
4-4 You have now completed picking of the goods in question.
4-4-1 Confirm your transfer order. Since you want to reuse the bin that has become free as a result of picking as quickly as possible, you confirm the removal from stock separately from the actual transfer. Confirm the removal
from stock, and display your transfer order. What is the confirmation status of the items?
1-1-1 Logistics Sales and Distribution Sales Order Create
Field Name/Type of Data Values
Order type OR
Sold-to party T-S11B##
Purchase order number ##-01
Material LES02-##
Quantity 5
Material LES04-##
Quantity 5
Choose Save. The order number is assigned internally (i.e. automatically by the SAP R/3 System).
1-1-2 Logistics Sales and Distribution Sales Order Display
Enter the number of your order, and choose the Shipping tab page. You will see the following information for both items:
Item 10: Plant 1200 (Dresden)
Item 20: Plant 1200 (Dresden)
1-1-3 Item 10: Shipping point X0## (Dresden)
Item 20: Shipping point X0## (Dresden)
1-1-4 A shipping point is the physical location or group of persons responsible for processing shipping activities. Every delivery is processed by one shipping point.
1-2 Information in the order on the plant
1-2-1 The delivery plant can be derived from the customer material information (on the sold-to party), from the master data of the ship-to party (sales area data), or from the material master (in the sales view "Sales org. data 1").
1-2-2 If a delivering plant has not been specified, no delivering plant is defaulted in the order. Exception: You have specified a default value manually in the Delivering plant field in the header of the sales document.
1-3 Information in the order on the shipping point
1-3-1 The delivering plant, shipping condition of the sold-to party, and loading group of the material are used to derive the shipping point.
1-3-2 Delivering plant 1200, shipping condition 50+## (e.g. 70 for course group 20) and loading group "Forklift" were used to determine the shipping point.
1-4 Scheduling
Logistics Sales and Distribution Sales Order Display
1-4-1 Enter your order number. Select item 10, choose Schedule line for item, and then click the Shipping icon. Make a note of the dates displayed.
1-4-2 The shipping activities must be started on the material availability date.
1-4-3 Picking, packing, and transportation planning must be completed.
2-1 Creating an outbound delivery
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order
2-1-1 No. The scheduling data in the order shows that you do not have to start processing shipping today (you can start in a few days’ time).
2-1-2 Yes. Processing of shipping must have commenced on the material availability date so that the goods are delivered to the customer on the confirmed delivery date.
3-1 Displaying an outbound delivery
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
3-1-1 To view the overall status, choose Header details, and then choose the Processing tab page.
To display detailed information on item 10, choose Item overview, select item 10, and then choose Item details.
Overall status of picking: A – Not yet picked
Overall status of WM activities: A – WM-TO required
Warehouse no.: ###
Storage type: 916
Bin (WM): The number of your outbound delivery
Goods issue status of item 10: A – Not yet started
3-1-2 The warehouse number is determined by the picking storage location on the basis of the combination of plant, shipping point and storage condition defined for the material.
3-1-3 The delivery quantity is 5 pieces, and the picked quantity is 0 pieces.
3-1-4 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Change Single Document
The goods issue cannot be posted for the outbound delivery because the outbound delivery has not yet been fully picked.
Unit: Goods Issues
Topic: Transfer Order for Outbound Delivery
4-1 Stocks and statuses
4-1-1 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management)
4-1-2 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
Enter your outbound delivery. To display detailed information on item 10, choose Item overview, select item 10, and then choose Item details.
Picking: A – Not yet picked
WM activities: A – WM-TO required
Goods issue: A – Not yet started
4-2 Creating a transfer order
4-2-1 You can create transfer orders for outbound deliveries in the following ways: Manually using the "Transfer Order for Outbound Delivery" transaction; by selecting the outbound deliveries due for picking from the outbound delivery monitor and creating the transfer orders; by creating transfer orders directly or automatically once you have created an outbound delivery; using the collective processing function for several deliveries; or by specifying the creating a transfer order is a subsequent function of the outbound delivery.
4-2-2 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order Single Document
Enter the number of your outbound delivery, and your warehouse number (###). On the screen of the items to be processed, select the first item, and choose Storage type search sequence.
4-2-3 Movement type 601 – GR delivery note
4-2-4 Storage type = 916; storage bin = Number of your outbound delivery.
4-2-5 Choose Stock removal foreground, and confirm the warning that tells you to check the storage bin. You can change the storage bin from which the goods are to be picked.
4-2-6 To go to the next material, choose Generate and next material.
4-2-7 To view the stock of the material in specific bins, choose Stock. Select the pallet that only has 22 pieces (this is the one from the goods receipt exercise), and take 5 pieces from it.
4-2-8 Save your transfer order, and make a note of the transfer order number.
4-3 Stocks and statuses
4-3-1 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management)
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
4-4-3 Enter your outbound delivery. To display detailed information on item 10, choose Item overview, select item 10, and then choose Item details.
Picking: C – Fully picked
WM activities: C – WM TO confirmed
Goods issue: A – Not yet started
Picked quantity: 5 pieces
Unit: Goods Issues
Topic: Goods Issue for Outbound Delivery
5-1 Posting the goods receipt
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Lists and Logs Outbound Delivery Monitor
5-1-1 Choose For goods issue, and enter your shipping point (X0##). Select your outbound delivery, and choose Goods issue. Display the outbound delivery by double-clicking it. To find out the number of the material document, choose Environment Document flow.
5-1-2 Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management)
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
5-1-3 Enter your outbound delivery. To display detailed information on item 10, choose Item overview, select item 10, and then choose Item details.
Picking: C – Fully picked
WM activities: C – WM TO confirmed
Goods issue: C – Completed
Picked quantity: 5 pieces
Exercises
Unit: Transportation
At the conclusion of these exercises, you will be able to:
Describe where and how transportation fits into the supply chain
Name the different types of shipment possible (inbound shipment, outbound shipment, individual shipment, collective shipment, transportation chain), and explain how they differ from each other
In the IDES model company, deliveries are grouped together and planned as shipments. This optimizes the supply chain. The shipment costs incurred also have to be calculated. Since you are the project team member responsible for this, you have to familiarize yourself with the transportation activities in Logistics Execution.
1-1 Before you start working with shipments, you should be able to put the various transportation activities into context.
1-1-1 Where does transportation fit in in the Logistics Execution System? Outline where it fits in to the supply chain.
2-1 In your shipping point, there are sales orders for customers T-S11A## and T-S11B## that have to be delivered. You should group together these deliveries into a shipment, and then process them.
2-1-1 Find the sales orders for purchase order numbers TRA01-##, TRA02-## and TRA03-##, and create an outbound delivery for each of these orders. Make a note of the numbers of the outbound deliveries.
2-2-2 Create a shipment (shipment type Collective shipment) for transportation planning point 1200. Select the outbound deliveries for your shipping point (X0##), and use the transportation planning date you made a note of for the outbound deliveries above. Save your shipment, and make a note of the shipment number.
Use the Create Shipment transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Transportation Create Single Documents. Select the deliveries by clicking the Select deliveries icon.
2-2-3 Display the shipment. What is the overall status of the shipment? What is the transportation planning status of the outbound delivery destined for customer T-S11B##?
Overall status of shipment:______________________________________
Transportation planning status ___________________________________
2-3 Edit the shipment, and enter additional information in the shipment document.
2-3-1 In the shipment document, specify that the forwarding agent is Nordspeed GmbH (1058), and set the status Planning completed by clicking the Planning pushbutton.
2-3-2 You execute the leg determination function to determine the stages for the shipment. What are the various stages?
2-4 Pick all of the outbound deliveries in your shipment together. To do this, you create a wave pick for the shipment, and process this as a group in WM.
2-4-1 First, create a wave pick for your shipment, and make a note of its number.
Use the Create Wave Pick According to Shipment transaction: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Wave Picks Create According to Shipment.
2-4-2 Now use combined picking to pick the deliveries. To do this, create transfer orders for the wave pick in the background. Once the TOs are created, release the group in order to trigger the multiple printout function. Which transfer orders have been created?
1-1-1 Transportation is the external logistics within the LES supply chain. On the inbound side of things, transportation fits in as follows Purchase order – Inbound delivery – Transportation – Goods receipt; on the outbound side of things Sales order – Outbound delivery – Transportation – Goods issue.
1-1-2 Inbound and outbound deliveries. The delivery type determines whether the delivery affects transportation.
1-1-3 The transportation planning point plans, process and monitors shipments.
2-1 Creating outbound deliveries
2-1-1 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order
Use the matchcode function (F4) to search for the sales order numbers on the basis of purchase order numbers. Create an outbound delivery for each sales order.
2-1-2 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
The status is A – Transportation not yet planned.
2-1-3
2-2 Creating a shipment
2-2-1 You can use Collective shipment and Collective shipment by road.
2-2-2 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Transportation Create Single Documents
Enter the following data:
Field Name/Type of Data Values
Transportation planning point 1200
Shipment type Collective Shipment
Click the Select deliveries icon, and enter the following:
Field Name/Type of Data Values
Shipping point/receiving point X0##
Transportation planning date Your date
Save your shipment document.
2-2-3 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Transportation Display
Overall status of shipment: Planned
Transportation planning status of outbound delivery: C – Planning completed.
2-3 Processing the shipment document
2-3-1 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Transportation Change Single Documents
Enter the number of your shipment, and enter forwarding agent 1058 in the Forwarding agent field. Then click the Planning pushbutton to change the status of the shipment.
2-3-2 Now go to the Stages tab page. The first stage is from Dresden (shipping point) to Frankfurt (Compumax), and the second from Frankfurt (Compumax) to Stuttgart (PC – World).
2-3-3 The stage from Dresden to Frankfurt is a main leg with Leg indicator 2. Save the shipment document.
2-4 Combined picking
2-4-1 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Wave Picks Create According to Shipment
Create a wave pick for the shipment. Enter the shipment, and save the group.
2-4-2 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order By Wave Pick
Enter the number of the wave pick, and select the Background processing option. Once the TOs have been created, click Release and then click Totals info to display the numbers of the TOs created.
2-4-3 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Confirm Transfer Order By Wave Pick
Enter your wave pick, select the Background processing option, and select the Pick and transfer option. Choose Execute.
2-5 Shipment completion
2-5-1 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Transportation Change Single Documents
Click the Shipment completion pushbutton, and save your shipment.
2-5-2 Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Transportation Display
Overall status of shipment: Shipment completion
Transportation planning status of outbound delivery: C – Planning completed.
Exercises
Unit: Reporting
At the conclusion of these exercises, you will be able to:
Use the Warehouse Activity Monitor to monitor critical processes in a warehouse
Call up different kinds of summarized information from the Logistics Execution System
Configure ABAP List Viewer lists
In order to get a better overview of the processes in LES, you want to retrieve summarized information on your warehouse and shipments. In order to achieve this, you familiarize yourself with the Warehouse Activity Monitor, and the information in the shipments.
1-1 You want to be able to see all of the critical processes in the warehouse at a glance. You use the Warehouse Activity Monitor to detect and process critical situations.
1-1-1 Call up the Warehouse Activity Monitor for your warehouse number (###). Use variant LES001. Which critical processes are selected by this variant?
1-1-3 Process the critical processes in your warehouse number.
Optional exercise:
1-1-4* Create a new variant called LO140-## for selecting critical objects. You only want critical transfer orders and critical deliveries to be selected by this variant. Furthermore, you only want to select unconfirmed transfer orders with movement types 101 and 601.
1-2 You want to retrieve information on itineraries and transportation networks from the shipment document.
1-2-1 Display the shipment document used in the Transportation exercise, and find out about the transportation network and the itinerary.
1-2-2 From which documents can you retrieve this information?
2-1 Call up the standard analyses in the Logistics Information System (LIS) that affect Logistics Execution.
2-1-1 Which material has been moved most frequently in the warehouse? What were the source and destination storage types for this material? This material was moved most frequently using which movement type?
2-2 You would now also like to estimate the future workload to be expected in your warehouse. To do this, call up the Rough Workload Estimate for your warehouse number.
2-2-1 Check over the Rough Workload Estimate for your warehouse number using the general overview. Set the selection period from two weeks ago to two weeks in the future.
2-2-2 What is the future workload estimated for your warehouse number? Which key figures can be updated in the Rough Work Estimate?
3-1 You would now like to change the appearance of some lists in Logistics Execution by showing and hiding individual fields. By way of example, change the display variant for the bin status report.
3-1-1 You want the available quantity in a given storage bin to be displayed in the bin status report. Change the current display variant, and insert this field.
3-1-2 Since you do not use batches in this warehouse number, you can hide the Batch field.
3-1-3 Save you display variant as a user-specific variant, and specify that it should be the default variant (initial variant).
3-1-4 Test your settings by calling up the bin status report again.
Solutions
Unit: Reporting
1-1 Warehouse Activity Monitor
Logistics Logistics Execution Information System Warehouse Warehouse Activity Monitor
1-1-1 Enter your warehouse number (###) and variant LES001. The critical processes are Unconfirmed transfer orders, Open transfer requirements, Critical deliveries and Interim storage stock, without movement.
1-1-2 The data you see was updated at the last full hour. To update data manually, place your cursor on the line in question, and choose Edit Determine data again.
1-1-3 Double-click the objects, and edit them. Once you have corrected the critical situation, the traffic-lights icon turns green.
1-1-4* To create a new variant, call up the Warehouse Activity Monitor for your warehouse number, and do not specify a variant. In the screen that appears, you can restrict your selection to specific objects. Select only the objects Unconfirmed transfer orders and Critical deliveries. Also specify the source and destination storage types. Save your variant, and give it a name.
1-2 Shipment details
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Transportation Display
1-2-1 By choosing Environment Transportation info Itinerary: Graphic/Transportation network: Graphic, you can display the shipments in graphic form.
1-2-2 From shipment documents, deliveries, and sales orders.
2-1 Logistics Information System
Logistics Logistics Execution Information System Warehouse Standard Analyses
2-1-1 If you use the Material Flow analysis, you can display further information on the materials and movement data.
2-1-2 Place your cursor on the column entitled Moved quantity, and click the Time series icon.
2-1-3 Logistics Logistics Execution Information System Transportation Planning Standard Analyses
Select the standard analysis called Transportation Material, and enter the material from the previous exercise.
2-2 Rough Workload Estimate
2-2-1 Logistics Logistics Execution Information System Warehouse Rough Workload Estimate General Overview
Enter your warehouse number (###), and an analysis period.
2-2-2 You can update the following key figures here: Processing time/hours, weight, volume, quantities in load categories, number of schedule lines, and shipping materials.
2-2-3 In the Rough Workload Estimate, information in a warehouse number is broken by warehouse process. Warehouse processes are goods receipt/putaway, and picking/goods issue.
3-1 ABAP List Viewer (ALV) Lists
Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Bin Status Report
3-1-1 Enter your warehouse number (###), and click Execute. To change the current display variant, click the Current display variant icon. Find the field Available stock
in the list of hidden fields (on the right-hand side of the dialog box). Select the line containing this field and transfer it to the list of selected fields on the left.
3-1-2 Now select the Batch field on the left-hand side of the dialog box, and hide it (by transferring it to the list of hidden fields). To use your display variant, click the Copy icon.
3-1-3 Now click the Save display variant icon, and enter a name and description for your display variant. Save your display variant. If you want to use it as the default display variant, choose Settings Display variant Administration. Click IV (Initial Variant) for your variant.
