Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Preface
21
Objective of This Book
22
Scope of This Book
22
SAP GUI and SAP Fiori
26
SAP GUI
26
SAP Fiori Launchpad
29
Target Audience
31
How to Read This Book
32
Implementation Notes
34
1 Organizational Structure and General Settings
37
1.1 Company Codes
37
1.2 Sales Areas
39
1.2.1 Designing the Sales Hierarchy
39
1.2.2 Sales Organizations
42
1.2.3 Distribution Channels and Distribution Chains
46
1.2.4 Divisions
52
1.2.5 Sales Areas
56
1.2.6 Plant Assignment
58
1.2.7 Credit Control Area Assignment
60
1.3 Sales Offices and Sales Groups
61
1.3.1 Sales Offices
62
1.3.2 Sales Groups
65
1.4 Shipping Points and Loading Points
67
1.4.1 Shipping Points
68
1.4.2 Loading Points
71
1.5 Transportation Planning Points
72
1.6 Summary
75
2 Business Partner Master Data
77
2.1 Creating a New Organization as a Business Partner
78
2.1.1 Business Partner Creation Overview
79
2.1.2 Main Business Partner Attributes
82
2.1.3 Transaction BP and Field Status
96
2.2 General Data
103
2.2.1 Address
103
2.2.2 Address Overview
111
2.2.3 Identification
111
2.2.4 Control
116
2.2.5 Payment Transactions
120
2.2.6 Status
121
2.2.7 Legal Data
122
2.2.8 Customer: General Data
123
2.2.9 Customer: Tax Data
127
2.2.10 Customer: Additional Data
129
2.2.11 Customer: Unloading Points
132
2.2.12 Customer: Texts
134
2.3 Sales Information
135
2.3.1 Orders
136
2.3.2 Shipping
142
2.3.3 Billing
146
2.3.4 Partner Functions
149
2.3.5 Additional Data
153
2.3.6 Status
155
2.3.7 Customer: Texts
162
2.3.8 Credit Management
165
2.4 Customer Hierarchy
166
2.4.1 Assigning Sales Areas for Customer Hierarchy
167
2.4.2 Customer Hierarchy Master Data
168
2.5 Deleting Business Partners
170
2.6 People as Business Partners
173
2.6.1 Main Attributes for Person as a Business Partner
174
2.6.2 Person Address Data
175
2.6.3 Person Identification Data
176
2.7 Groups as Business Partners
177
2.7.1 Main Attributes for Groups as Business Partner
178
2.8 Relationships
178
2.8.1 Creating a Relationship
179
2.8.2 Relationship Format
180
2.8.3 Legacy Contact Person Relationships
181
2.9 Customer-Vendor Integration
182
2.9.1 Business Partner Two-Way Relationship with Customers and Vendors
182
2.9.2 Business Partner Groups, Customer/Vendor Account Groups, and Number Ranges
184
2.9.3 Precheck Report CVI Criteria
186
2.9.4 Tax Number Categories
195
2.9.5 Industry Mapping
198
2.9.6 Other Synchronization Mapping
199
2.9.7 Manual Assignment to Business Partners
199
2.9.8 Synchronization Cockpit
201
2.9.9 Employee Synchronization
204
2.9.10 Application Log
206
2.9.11 Browsing Links
208
2.10 Summary
209
3 Material Master Data
211
3.1 Manage Product Master Data App
212
3.2 Sales Organization Data: Sales View 1
213
3.2.1 Base Unit of Measure
216
3.2.2 Sales Unit of Measure
216
3.2.3 Unit of Measure Group
217
3.2.4 Material Status
218
3.2.5 Delivery Plant
219
3.2.6 Material Group
219
3.2.7 Cash Discount and Conditions
220
3.2.8 Tax Data
220
3.2.9 Quantity Stipulations
220
3.3 Sales Organization Data: Sales View 2
221
3.3.1 Material Statistics Group
222
3.3.2 Material Price Group
222
3.3.3 Material Volume Rebate Group
223
3.3.4 Material Account Assignment Group
224
3.3.5 Item Category Group
224
3.3.6 Pricing Reference Material
225
3.3.7 Product Hierarchy
225
3.3.8 Commission Group
228
3.3.9 Material Groups 1 through 5
229
3.3.10 Product Attributes
230
3.4 Sales: General/Plant Data
231
3.4.1 General Data
232
3.4.2 Shipping Data
232
3.4.3 Packaging Material Data
234
3.4.4 General Plant Parameters
235
3.5 International Trade: Export
236
3.5.1 Defining Control Codes
237
3.6 Sales Text
238
3.7 Customer-Material Information Records
238
3.7.1 Customer-Material Information Record in SAP GUI
238
3.7.2 Manage Customer Materials App
241
3.8 Summary
243
4 Pricing and the Condition Technique
245
4.1 Pricing
245
4.1.1 Pricing Condition Records: Master Data
246
4.1.2 Pricing Condition Tables
249
4.1.3 Pricing Access Sequences
252
4.1.4 Pricing Condition Types
255
4.1.5 Pricing Procedures
263
4.2 Free Goods
268
4.2.1 Free Goods Condition Records: Master Data
269
4.2.2 Free Goods Condition Table
271
4.2.3 Free Goods Access Sequence
273
4.2.4 Free Goods Condition Type
275
4.2.5 Free Goods Procedure
275
4.3 Material Determination
277
4.3.1 Material Determination Condition Records: Master Data
278
4.3.2 Material Determination Condition Tables
282
4.3.3 Material Determination Access Sequences
284
4.3.4 Material Determination Condition Types
286
4.3.5 Material Determination Procedures
287
4.3.6 Material Determination SAP Fiori Apps
289
4.4 Cross-Selling
289
4.4.1 Cross-Selling Condition Records: Master Data
290
4.4.2 Cross-Selling Condition Tables
292
4.4.3 Cross-Selling Access Sequences
293
4.4.4 Cross-Selling Condition Types
294
4.4.5 Cross-Selling Procedures
295
4.4.6 Cross-Selling/Dynamic Product Proposal Profiles
298
4.4.7 Special Item Category Determination
301
4.4.8 Cross-Selling SAP Fiori Apps
303
4.5 Dynamic Product Proposal
303
4.5.1 Dynamic Product Proposal Templates/Master Data
305
4.5.2 Dynamic Product Proposal Procedures and Access Sequences
309
4.5.3 Procedure Determination for Product Proposals
311
4.5.4 Generating Product Proposal (Program SDPVGEN)
314
4.5.5 Maintaining Algorithm Parameters for Intelligent Product Proposal
315
4.5.6 Generating Intelligent Product Proposal (Program SDPVGEN_ENHANCED)
315
4.5.7 Product Proposal SAP Fiori Apps
316
4.6 Listing/Exclusion
318
4.6.1 Listing/Exclusion Condition Records: Master Data
319
4.6.2 Listing/Exclusion Condition Tables
321
4.6.3 Listing/Exclusion Access Sequences
323
4.6.4 Listing/Exclusion Condition Types
324
4.6.5 Listing/Exclusion Procedures
325
4.6.6 Listing/Exclusion SAP Fiori Apps
326
4.7 Output Determination and Management
327
4.7.1 Output Determination Condition Records: Master Data
327
4.7.2 Output Determination Condition Tables
331
4.7.3 Output Determination Access Sequences
333
4.7.4 Output Determination Condition Types
335
4.7.5 Output Determination Procedures
338
4.7.6 Output Determination SAP Fiori Apps
340
4.8 Bonus Buy
341
4.8.1 Bonus Buy Material Categories
341
4.8.2 Bonus Buy Master Data
341
4.8.3 Maintaining the Bonus Buy Application
344
4.8.4 Bonus Buy Profiles
344
4.8.5 Bonus Buy Number Ranges
345
4.8.6 Bonus Buy Condition Types
346
4.8.7 Bonus Buy Access Sequences
347
4.8.8 Bonus Buy Condition Tables
349
4.8.9 Bonus Buy Pricing Schemas
350
4.9 Summary
351
5 Sales Contract and Agreement Management
353
5.1 Master, Value, and Quantity Contracts
353
5.1.1 Master Contracts
355
5.1.2 Quantity Contracts
361
5.1.3 Value Contracts
363
5.2 Sales Condition Contracts and Settlement Management
366
5.2.1 Monitoring Customer Condition Contracts
369
5.2.2 Executing Condition Contract Settlement
410
5.2.3 Configuring Condition Contract Settlement
417
5.2.4 Settlement Documents (Accrual and Settlement)
445
5.2.5 Absence of Default Configuration
471
5.3 Scheduling Agreements
473
5.4 Summary
476
6 Sales Order Management
477
6.1 Creating Sales Documents
478
6.1.1 Sales Order Types
480
6.1.2 Assigning Sales Areas to Sales Document Types
490
6.1.3 Sales Orders Number Ranges
493
6.2 Creating Standard Orders: Overview
495
6.2.1 Header
496
6.2.2 Sales
497
6.2.3 Item Overview
500
6.2.4 Item Detail
501
6.2.5 Ordering Party
502
6.2.6 Procurement
503
6.2.7 Shipping
504
6.2.8 Configuration
505
6.2.9 Reason for Rejection
507
6.2.10 All Items
508
6.3 Creating Standard Orders: Header Data
521
6.3.1 Sales
522
6.3.2 Shipping
525
6.3.3 Billing Document
527
6.3.4 Electronic Payments
530
6.3.5 Billing Plan
531
6.3.6 Accounting
534
6.3.7 Conditions
535
6.3.8 Account Assignment
536
6.3.9 Partner
536
6.3.10 Texts
540
6.3.11 Order Data
546
6.3.12 Status
549
6.3.13 Additional Data
551
6.4 Creating Standard Orders: Item Data
552
6.4.1 Sales A
552
6.4.2 Sales B
555
6.4.3 Shipping
557
6.4.4 Billing Document
565
6.4.5 Conditions
567
6.4.6 Account Assignment
568
6.4.7 Schedule Lines
570
6.4.8 Partner
575
6.4.9 Texts
576
6.4.10 Order Data
576
6.4.11 Status
577
6.4.12 Structure
578
6.4.13 Additional Data
579
6.4.14 Variant Configuration (Configurable Materials)
581
6.5 Incompletion Procedure: Log of Incomplete Items
582
6.5.1 Defining Incompletion Procedures
583
6.5.2 Assigning Incompletion Procedures
586
6.6 Rush Orders
586
6.7 Cash Sales (Retail)
586
6.8 Summary
587
7 Available to Promise and Transfer of Requirements
589
7.1 Product Availability Check
589
7.1.1 Backward Scheduling
590
7.1.2 Forward Scheduling
590
7.2 ATP Checks
591
7.2.1 Process Overview
591
7.2.2 Schedule Line Details
595
7.2.3 Availability Overview and Scope of ATP Check
600
7.2.4 Backorder Rescheduling
610
7.2.5 Supply Protection
613
7.3 Transfer of Requirements
618
7.3.1 Configuring Requirement Classes
619
7.3.2 Configuring Requirement Types
622
7.3.3 Determining Requirement Type by Item Category and MRP Type
622
7.3.4 Defining Procedure for Each Schedule Line Category
623
7.4 Segmentation Strategy
624
7.5 Product Allocation
624
7.5.1 Activating Product Allocation
625
7.5.2 Configuring Product Allocation Object
625
7.5.3 Managing Product Allocation Planning Data
628
7.5.4 Managing Product Allocation Sequences
630
7.5.5 Assigning Product to Product Allocation
631
7.5.6 Effect of Product Allocation on the ATP Check
632
7.6 Rule-Based Available to Promise
633
7.6.1 Business Transactions
633
7.6.2 Item-Level Rules
634
7.7 Summary
634
8 Drop Shipments and Special Orders
635
8.1 Drop Shipments
636
8.1.1 Process Overview
636
8.1.2 Schedule Line Category
639
8.1.3 Incompletion Procedure for Schedule Line Category
640
8.2 Special Orders
641
8.3 Purchase Requisitions and Purchase Orders
644
8.4 Vendor Interfaces
648
8.5 Statistical Goods Receipt
648
8.6 Vendor Invoice Receipt
648
8.7 Drop Shipment Billing
649
8.7.1 Sales Order Types
649
8.7.2 Billing Copy Control for Drop Shipment Billing
650
8.7.3 Item Categories
651
8.8 Summary
652
9 Shipping and Delivery
653
9.1 Shipping Points
654
9.1.1 Assigning Shipping Points
654
9.2 Delivery Documents
656
9.2.1 Creating Deliveries: Overview
656
9.2.2 Defining Delivery Document Types
664
9.2.3 Number Ranges for Delivery Documents
668
9.2.4 Assigning Picking Locations
669
9.2.5 Item Categories for Deliveries
670
9.3 Create Delivery: Header Details
673
9.3.1 Processing
673
9.3.2 Picking
676
9.3.3 Loading
678
9.3.4 Shipment
679
9.3.5 International Trade
681
9.3.6 Financial Processing
683
9.3.7 Administration
684
9.3.8 Partner
685
9.3.9 Texts
686
9.3.10 Conditions
686
9.3.11 Dates
687
9.3.12 Parcel Tracking
687
9.4 Create Delivery: Item Details
688
9.4.1 Processing
688
9.4.2 Material
690
9.4.3 Batch Split
691
9.4.4 Picking
693
9.4.5 Loading and Shipment
694
9.4.6 Financial Processing
695
9.4.7 Texts
696
9.4.8 Conditions
697
9.4.9 Predecessor Data
697
9.4.10 Administration
698
9.5 Decentralized Warehouse Integration
699
9.5.1 Basic Decentralized WMS Integration Setup
700
9.5.2 Batch Determination
702
9.6 Picking/Transfer Orders
704
9.7 Packing
706
9.8 Transportation Planning
709
9.8.1 Shipment Document
709
9.8.2 Defining Routes
713
9.8.3 Transportation Relevance
714
9.8.4 Number Ranges for Shipment Documents
716
9.8.5 Shipment Types
717
9.8.6 Activity Profiles
722
9.9 Post Goods Issue
725
9.10 Proof of Delivery and Valuated Stock-in-Transit
726
9.10.1 Proof of Delivery
726
9.10.2 Valuated Stock-in-Transit
728
9.11 Document Flow
729
9.12 Inbound Deliveries
730
9.12.1 Defining Receiving Points
730
9.13 Summary
731
10 Billing and Invoicing
733
10.1 Creating Billing Documents
733
10.1.1 Initial Document Selection and Document Overview
734
10.1.2 Header Details
742
10.1.3 Item Details
747
10.1.4 Partners
754
10.1.5 Conditions
755
10.1.6 Texts
756
10.1.7 Purchase Order Data
757
10.1.8 Create Billing Documents App
759
10.1.9 Create Preliminary Billing Documents App
762
10.2 Invoice Lists
763
10.3 Milestone Billing, Periodic Billing, and Down Payments
768
10.3.1 Billing Plans
768
10.3.2 Defining Billing Plan Types
770
10.3.3 Defining and Assigning Date Categories
771
10.3.4 Allocating Default Date Category to Billing Plan Types
773
10.4 Accounting Documents and Revenue Recognition
773
10.4.1 Revenue Account Determination
774
10.4.2 Cost Centers for Goods Movement
782
10.5 lntercompany Billing
783
10.5.1 Intercompany Billing Transactions
784
10.5.2 Assigning Organizational Units by Plant
786
10.5.3 Defining Internal Customer Number by Sales Organization
787
10.5.4 Billing Copy Control for Intercompany Documents
787
10.6 Pro Forma Invoices
788
10.7 Self-Billing
789
10.8 Summary
791
11 Stock Transfer Orders and lntercompany Sales
793
11.1 Stock Transfer Orders
793
11.1.1 Shipping Data for Plants
795
11.1.2 Delivery Type and Availability Check by Plant
796
11.1.3 Stock Transfers between Storage Locations
799
11.2 lntercompany Sales
800
11.3 Summary
802
12 Customer Consignment
803
12.1 Standard Customer Consignment
803
12.1.1 Process Overview
803
12.1.2 Consignment Fill-Up
805
12.1.3 Consignment Issue
806
12.2 Reverse Customer Consignment
807
12.2.1 Process Overview
807
12.2.2 Consignment Pick-Up
808
12.2.3 Consignment Return
809
12.3 Summary
810
13 Customer Complaint Management
811
13.1 Customer Returns: Advanced Returns Management
813
13.1.1 Creating with Reference
814
13.1.2 Creating without Reference
816
13.1.3 Defining Return Reasons for Customer Returns
820
13.1.4 Defining Returns Refund Codes
821
13.2 Customer Returns: Lean Returns
822
13.2.1 Defining Order Reasons
823
13.2.2 Assigning Sales Document Types and Sales Organizations to Order Reasons
824
13.3 Credit/Debit Requests
825
13.4 Invoice Correction
827
13.5 Retro-Billing
828
13.6 External Billing Document Requests
833
13.7 Free-of-Charge Orders
836
13.8 Customer Inquiries
839
13.9 Status Profiles
841
13.10 Summary
844
14 Reporting and Analytics
845
14.1 ABAP List Viewer
845
14.2 SAP Fiori versus SAP GUI Design
847
14.3 SAP Fiori Operational Reports
849
14.3.1 Manage Business Partner Master Data
850
14.3.2 Manage Sales Orders
850
14.3.3 Manage Billing Documents
851
14.3.4 Manage Billing Document Requests
851
14.3.5 Manage Customer Returns
852
14.3.6 Manage Outbound Deliveries
852
14.3.7 Manage Sales Contracts
853
14.3.8 Manage Credit Memo Requests
853
14.3.9 Manage Debit Memo Requests
854
14.3.10 Manage Sales Item Proposals
855
14.3.11 Manage Sales Quotations
855
14.3.12 Manage Settlement Documents
856
14.3.13 List Incomplete Sales Orders
856
14.3.14 List Sales Documents by Object Status
857
14.3.15 Manage Sales Orders without Charge
857
14.4 SAP GUI Operational Reports and Due Lists
858
14.4.1 List of Sales Orders
858
14.4.2 Incomplete Orders
858
14.4.3 Sales Documents by Object Status
860
14.4.4 Duplicate Documents
860
14.4.5 Display Backorders
862
14.4.6 Billing Document Due List
863
14.4.7 Log of Collective Run
864
14.4.8 Delivery Document Due List
865
14.4.9 List of Item Proposals
871
14.4.10 List of Billing Documents
872
14.4.11 Settlement Management Business Volume Report
873
14.4.12 Settlement Management Business Volume Detailed Analysis Report
874
14.4.13 Customer Rebate Arrangements
874
14.5 Analytics
875
14.5.1 Custom CDS Views
876
14.5.2 Monitor Customer Condition Contracts
877
14.5.3 Sales Order Items: Backorders
877
14.6 Key Performance Indicators
878
14.6.1 Manage KPIs and Reports
878
14.6.2 My Sales Overview
879
14.6.3 Product Allocation Overview
879
14.7 Summary
880
The Author
881
Index
883