Product SAP ERP GBI Release 6.04 Revised 6/24/2014 Focus Fulfillment Authors Simha R. Magal Stefan Weidner Tom Wilder Version 2.23 MOTIVATION You will configure the enterprise structure and business processes for Fulfillment. After setting up the organization units and process parameters, you will create necessary master data and test the business process. PREREQUISITES You should be familiar with navigation in the SAP system. It is also recommended that you have gone through the procurement exercise. ACKNOWLEDGEMENT This material was prepared with the assistance of student interns at the Seidman ERP program at Grand Valley State University and the SAP Club at CSU Chico as well as student and research assistants at SAP UCC Magdeburg. Also, thanks to Corrie Fiedler (Senior Lecturer, Information & Decision Sciences, Carlson School of Management, University of Minnesota) for her assistance in improving this exercise. Overview and Table of Contents Table of Contents
Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Assign sales area to credit control area Tasks and Data Entry: You are in the “Change View “Sales Area: Allocation to Credit Control Area”: Overview” screen. Enter the following information: SOrg. DChl Dv CCAr Your US East Wholesale Accessories Your Global Bike Inc. Your US East Wholesale Bicycles Your Global Bike Inc. Your US West Internet Accessories Your Global Bike Inc. Your US West Wholesale Bicycles Your Global Bike Inc. Your US West Internet Bicycles Your Global Bike Inc. Your US West Wholesale Accessories Your Global Bike Inc. Click on (SAVE). You will receive a message that says “Data was saved”. III.1.9: Assign Business Area to Plant and Div. Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales and Distribution ► Business Area Account Assignment ► Assign Business Area to Plant and Division Tasks and Data Entry: You are in the “Change View “Org. Unit: Business Area Determination”: Overview” screen. Click on (NEW ENTRIES). In the “New Entries: Overview of Added Entries” screen, enter the following information: Plnt Dv BusA Your Plant Dallas Accessories Your Bikes Your Plant Dallas Bicycles Your Bikes Your DC Miami Accessories Your Bikes
Your DC Miami Bicycles Your Bikes Your DC San Diego Accessories Your Bikes Your DC San Diego Bicycles Your Bikes Click on (SAVE). You will receive a message that says “Data was saved”. III.1.10: Assign Shipping Point to Plant Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Logistics Execution ► Assign shipping point to plant Tasks and Data Entry: In the “Shipping Points -> Plants: Overview” screen, click on DL##. Click on (ASSIGN). In the “Shipping Points -> Plants: Choose Shipping Point” pop-up, enter the following information: Selected Your Plant Dallas ## Dallas Click on (COPY (ENTER)). In the “Shipping Points -> Plants: Overview” screen, click on MI##. Click on (ASSIGN). In the “Shipping Points -> Plants: Choose Shipping Point” pop-up, enter the following information: Selected Your DC Miami ## Miami Click on (COPY (ENTER)). In the “Shipping Points -> Plants: Overview” screen, click on SD##. Click on (ASSIGN). In the “Shipping Points -> Plants: Choose Shipping Point” pop-up, enter the following information: Selected Your DC San Diego ## San Diego Click on (COPY (ENTER)).
Click on (SAVE). You will receive a message that says “Data was saved”. Part III.2 – Rules and Parameters Table of Contents III.2.1: Configure Automatic Postings Navigation: SAP Customizing Implementation Guide ► Materials Management ► Valuation and Account Assignment ► Account Determination ► Account Determination Without Wizard ► Configure Automatic Postings Tasks and Data Entry: In the “Automatic Posting” screen, click on the icon. In the “Maintain FI Configuration: Automatic Posting – Procedures” screen, double-click on GBB. In the “Maintain FI Configuration: Automatic Posting – Rules” screen, enter the following information: Attribute Description Data Value General modification Add this attribute to Automatic Posting – Accounts screen. Selected Valuation modif. Add this attribute to Automatic Posting – Accounts screen. Selected Valuation class Adds this attribute to Automatic Posting – Accounts screen. Selected Click on (SAVE). You will receive a message that says “Changes have been made”.
Navigation: SAP Customizing Implementation Guide ► Sales and Distribution ► Basic Functions ► Account Assignment/Costing ► Revenue Account Determination ► Assign G/L Accounts Tasks and Data Entry: In the “Assign G/L Accounts” screen, double-click on Cust.Grp/MaterialGrp/AcctKey. In the “Change View “Cust.Grp/MaterialGrp/AcctKey”: Overview” screen, click on the icon. In the “New Entries: Overview of Added Entries” screen, enter the following information: Attribute Description Data Value App Subdivides the usage of a condition. Sales/Distribution Cnd Ty. An account determination type. Acct Determ.with CO ChAc Key that identifies a chart of accounts. Your GBI COA SOrg. Responsible for the sale of products. Your US West AAG The account group to which the system automatically posts the sales document. Domestic Revenues AAG Material group with same requirements. Trading Goods ActKy Identifies different types of accounts. Revenue G/L Account Identifies the general ledger account. Your Customer Service Revenue Settlement Click on (SAVE). You will receive a message that says “Data was saved”. Click on (EXIT). In the “Assign G/L Accounts” screen, double-click on Cust.Grp/Account Key. In the “Change View “Cust.Grp/Account Key”: Overview” screen, click on the icon. In the “New Entries: Overview of Added Entries” screen, enter the following information: Attribute Description Date Value App Subdivides the usage of a condition. Sales/Distribution Cnd Ty. Identifies an account determination type. Acct Determ.with CO ChAc Key that identifies a chart of accounts. Your GBI COA SOrg. Responsible for sale of certain products. Your US West AAG The account group to which the system automatically posts the sales document. Domestic Revenues ActKy Identifies different types of accounts. Revenue G/L Account Identifies the general ledger account. Your Customer Service Revenue Settlement
In the “Create Condition Records: Fast Entry” screen, enter the following information: Condition type Material Amount Unit Price Your Elbow Pads 75 United States Dollar Price Your Road Helmet 50 United States Dollar Price Your Repair Kit 32 United States Dollar Price Your Off Road Helmet 50 United States Dollar Price Your Knee Pads 75 United States Dollar Click on (SAVE). You will receive a message that says “Condition records saved”. Part III.4 – Process Execution Table of Contents III.4.1: Create Sales Quotation Navigation: SAP menu ► Logistics ► Sales and Distribution ► Sales ► Quotation ► Create Tasks and Data Entry: In the “Create Quotation: Initial Screen” screen, enter the following information: