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Global Bike Company Overview Exercises - Detailed Instruction Version -
(Version 1.0 Release March 2008)
GLOBAL BIKE INCORPORATED OVERVIEW Sales and Distribution (SD)
Version 1.0 Release March 2008
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SAP University Alliance Program
GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 1: Create Sales Order

In this exercise we will create a sales order for five Stream N3 28 bikes to the Heartland Bike Company. To start the sales order process, follow the menu path: LogisticsSales and DistributionSalesOrderCreate:
Expand the menu path, then double-click on Create
This will produce the following screen:
Enter: OR for Order Type, ##A1 for Sales Organization WH for Distribution Channel 01 for Division Then click on the enter icon
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GLOBAL BIKE INCORPORATED OVERVIEW

Order type OR is a standard sales order. Other order types can be implemented, like cash sale, rush order, consignment sale, etc. The Sales Organization, Distribution Channel and Division define the Sales Area, which will determines many of the terms of this sale like pricing. After entering the data shown in the screen above, click on the enter icon( ), which will produce the following screen:
Click on the Sold-to party text box, then click on the search icon
First, we need to enter the customer number for the Sold-to party. Since most people cant remember customer numbers, we will use the search capability to find our customerHeartland Bike Company. Click on the Sold-to party text box, then click on the search icon, which will produce the following pop-up window:
Tabs allow you to specify different search criteria.
Values in the text boxes are used to filter the search Make sure that only ##A1 is entered for Sales Organization, WH for Distribution Channel and 01 for Division, then click on enter
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After entering the values shown above and clicking on the enter icon ( a list of customers that meet the search criteria: ), you will get
Double-click on Heartland Bike Company to select it You can select Heartland Bike Company by double-clicking on it. When you do, the search result window will close, and the customer number for YOUR COPY of the Heartland Bike Company will be entered in the Sold-to party text box:
Note: Your customer number will be different
Next, enter any combination of numbers and letters (up to 35 characters) for the PO number
Next, you must enter the PO (purchase order) number for this transaction. The PO number is supplied by the customer and it the number the customers purchasing department uses to track this transaction. When we save this sales order, the SAP system will assign a sales order number to this transaction, which is the number we (the supplier) will use to track this transaction. We enter the PO number supplied by the customer in this sales order screen so that we can reference this document by the customers PO number. For the purposes of this exercise, you can enter any combination of numbers and letters (up to 35 characters in length) for the PO number.
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Next, we need to enter the PO date. We want to enter todays date, and rather than typing in the date, we can use the search capability to simplify this task. First, click on the PO Date field, then press the F4 key:
Click on the PO date field, then press the F4 key
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After pressing the F4 key, you will get the following pop-up calendar window:
To select the current date from the calendar window, press the F2 key
After pressing the F2 key, the current date will be entered in the PO Date field:
The current date is now entered for the PO Date
Next, click on the Req. deliv. date field, then press the F4 key
Next, we want to set the customers required delivery date to three days from now. To do this, click on the Req. deliv. date field, then press the F4 key. This will again produce the calendar pop-up window:
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Todays date is indicated by a box Double-click on the date three days from today to select it
Now we need to specify that this customer wants to by the Stream N3 28 bike. For the sales order form, we need the material number for this product, and the search capability will allow us to find this number easily. First, click on the first material field, then click on the search icon:
Click on the material field, then click on the search icon
Clicking on the search icon will produce the following pop-up window:
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Click on this icon to get a list of tabs for search options, then select Sales material by description
To easily get a list of bikes that we can sell, we can use the Sales material by description tab. We can get a list of the search tabs by clicking on the far-right icon to get a list of tabs, then selecting Sales material by description:
Enter ##A1 for Sales Organization and WH for Distribution Channel, then click Enter
Enter ##A1 for Sales Organization and WH for Distribution channel, then click on the enter icon ( ). This will produce a list of bikes that GBI sells:
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Double-click on the Stream N3 28 to select it
Double-click on the Stream N3 28 to select it:
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Material number for the Stream N3 28 bike is entered
Click on the Order Quantity text box, enter 5, then click on the enter icon
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Enter the order quantity of 5, then click on the enter icon ( ). This will cause the SAP system to check the data weve entered and call up addition data from the database. First, we will get an information message:
Click on the enter icon to acknowledge the message
After clicking on the enter icon of the information message, we will get additional data on the sales order screen:
Customer address data is now presented The price for this order has been calculated The total shipping weight has been calculated The description of the bike is now presented
A significant amount of data retrieval and calculation has occurred as a result of clicking ). One of the things that occurred was the calculation of the price on the enter icon ( for this order. We can easily see the details of this calculation process. First, select the line with the Stream N3 28 bike, then click on the pricing icon ( ):
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Click on the block to the left of the line to select it, then click on the pricing icon
Selecting the Stream N3 28 line and clicking on the pricing icon will produce the following screen:
Details of the price calculation procedure are provided Click on the back icon to return to the sales order screen.
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This screen shows that each bike costs $200, and no discounts or surcharges have been applied. It also shows that GBI should make $25 profit per bike sold. Click on the back icon ( ( ) to return to the sales order screen. Click on the save icon
) to save the sales order:
Click on the save icon to save the sales order
After clicking on the save icon ( ), note that SAP will assign a sales document number to this sales order (bottom-left of screen):
The sales order screen is again blank, ready for another sales order to be entered.
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Click on the exit icon (
) to return to the SAP Easy Access screen.
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 2: Create Delivery Note for Sales Order
To begin processing the sales order, a delivery document must be created. To do this, follow the menu path: LogisticsSales and DistributionShipping and TransportationOutbound DeliveryCreateSingle DocumentWith Reference to Sales Order: This will produce the following screen:
Enter ##A2 for Shipping Point Enter a selection date one week from today (you can use F4 to call up the calendar window) The sales order number should be entered automatically Then click on the enter icon Note: If you log off the SAP system after creating the sales order, the sales order number will not be entered automatically. You can search for you sales order number using the Sales documents by customer tab. Enter your sales organization (##A1) and transaction group 0 (sales order).
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After entering the shipping point and verifying the other data, click on the enter icon ), which will produce the following screen: (
Click on the save icon to create the delivery document
Notice that information from the sales order document has been copied into the new ) to create this document. In creating delivery document. Click on the save icon ( the delivery document, the SAP system performed a material availability check to make sure that the material was available to meet the customers required delivery date. Once the delivery document has been created, materials management personnel in the warehouse can begin processing the sales orderpicking, packing and shipping. Note that a the SAP system will assign a unique number for this new delivery document. This number will appear in a message at the lower-left corner of the screen:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 3: Pick Materials on Delivery Note

The next step in the delivery process is to record the picking of the materials in the delivery document. Picking an order is the process of taking material from its storage location and moving it to a packing area. To record the picking of the material, we will actually make a change to the delivery document. To change the delivery document, follow the menu path: LogisticsSales and DistributionShipping and TransportationOutbound DeliveryChangeSingle Document This will produce the following screen:
The Outbound Delivery document number should be entered automatically. Click on the enter icon Note: If you log off the SAP system after creating the delivery document, the delivery document number will not be entered automatically. You can search for your delivery document using the tab Outbound Delivery: Not Posted for Goods Issue.
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After clicking on the enter icon ( ), you will get the following screen:
Click on the Picking tab
To enter the picked quantity, click on the Picking tab, which will produce the following:
Enter 30 for SLoc (storage location) and 5 for the picked quantity, then click on the save icon
After entering 30 for SLoc (storage locationthe area of the warehouse where the ) to material was picked from) and 5 for the picked quantity, click on the save icon ( save the picking information. You should get the following message at the bottom-left corner of the screen:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 4: Post Goods Issue

Performing the Post goods issue reduces unrestricted stock (material available to sell to customers) to reflect the inventory shipped an inventory control function. In addition, legal ownership of the goods changes hands from you to the customer as the goods leave the plant (FOB shipping point) or when the goods are received by the customer (FOB destination). From an accounting perspective, both inventory and costs of goods sold are impacted by this transaction. The system reflects that the materials are no longer available in stock at the time of post good issue regardless of the shipping terms. Posting the goods issue is another change to the delivery document. To do this, follow the menu path: LogisticsSales and DistributionShipping and TransportationOutbound DeliveryChangeSingle Document This will produce the following screen:
Confirm that the delivery document number is entered, then click on the Post Goods Issue icon Note: If you log off the SAP system after creating the delivery document, the delivery document number will not be entered automatically. You can search for your delivery document using the tab Outbound Delivery: Not Posted for Goods Issue.
After confirming that you have the delivery document number, click on the Post Goods Issue icon. You should get the following message at the bottom-left corner of the screen:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 5: Create Billing for Customer

Now that the bikes are being shipped to the customer, it is important to invoice the customer for the bikes so that payment can be received. To do this, follow the menu path: LogisticsSales and DistributionBillingBilling DocumentProcess Billing Due List This will produce the following screen:
Make sure ##A1 is entered for Sales Organization, then click on the Display Bill List icon
After confirming the correct sales organization is specified, click on the Display Bill List icon. This will produce the following screen:
Click on the Collective billing document icon
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The system will indicate that the invoice has been created by turning the highlight off on the delivery line:
Highlight is turned off after the invoice is created
) twice to return to the SAP Easy Access Screen.
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Exercise SD 6: Post Receipt of Customer Payment

We assume that our customer, Heartland Bike Company, has mailed us the payment for the bike order in the form of a check. Before we deposit the customers check, we need to record the receipt of this payment. To do this, follow the menu path: AccountingFinancial AccountingAccounts ReceivableDocument EntryIncoming Payments This will produce the following screen:
Use the F4/F2 function keys to enter the current date for the document date Enter: ##A1 for Company Code USD for Currency/Rate 1001## for Account 1000 for amount Then click on the account field, then the search icon, to search for the customer number for Heartland Bike Company
After entering the information above, click on the Account field, then click on the search icon to get the search pop-up window:
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Select the Customers (by company code) tab, enter ##A1 for Company Code and then click on the enter icon
After entering ##A1 on the Customers (by company code) tab, click on the enter icon and you will get the following results:
Double-click on Heartland Bike Company to select it
After selecting the Heartland Bike Company, click on the Process open items icon:
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Click on Process open items
After clicking on Process open items, you will get the following screen:
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Double-click on the 1,000.00 amount so that the Assigned quantity is 1,000.00, then click on the save icon.
Double-click on the 1,000.00 amount to assign the payment to the accounts receivable. Note that customers may have more than one invoice that must be paid, and may send a check that will cover more than one invoice, so this screen facilitates applying payments to more than one invoice. After assigning the payment to the invoice, click on the save icon ( ) to post the payment.
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Click on the exit icon to exit this transaction
), which will produce the following pop-up window:
Click on Yes
There is no data to be lost, so click on the Yes icon to return to the SAP Easy Access menu.
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 7: Review Document Flow

SAP provides the Document Flow tool that tracks the entire sales transaction process from beginning to end. The Document Flow tool is extremely powerful because it can be used at any point in the sales order process. It provides an audit trail of all of the documents within the order cycle. Further, any of the referenced documents can be recalled and easily reviewed in detail (drilling down) from the document flow. There are many ways to access the document flow tool. One way is to start by displaying the sales order document. To do this, follow the menu path: LogisticsSales and DistributionSalesOrderDisplay This will produce the following screen:
Your sales order number should be entered by default. Note: If you log off the SAP system after creating the sales order, the sales order number will not be entered automatically. You can search for you sales order number using the Sales documents by customer tab. Enter your sales organization (##A1) and transaction group 0 (sales order).
To access the document flow tool, follow the pull-down menu path: EnvironmentDisplay document flow
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Access the document flow tool using the pull-down menu path EnvironmentDisplay document flow
The document flow for the Heartland Bike sales order will look like the following:
Any document can be accessed from the document flow. For example, to look at the invoice, click on the invoice line, then click on the display document icon
After selecting the invoice line and clicking on the Display document icon, the following screen will appear:
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Use this pull-down menu path to get details on the invoice
To access details of the invoice, follow the pull-down menu path: GotoHeaderHeader Which will produce the following screen:
Note details of the invoice, like who created the invoice and when and the customers PO number
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Click on the exit icon ( ) to return to the document flow. Explore the document flow tool, then click on the exit icon ( ) twice to return to the SAP Easy Access screen.
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 8: Create New Customer

The data entry requirements in the sales order exercise (SD 1 through SD 7) were minimized because much of the data was stored in the SAP system. This stored data, known as master data, simplifies the processing of business transactions. In the sales order process, we used master data about customers, materials (the products we sold) and pricing to simplify the sales order process. In this exercise, we will create the master data for a new customer. Two types of customer data are stored about a customersales data and accounting data. The customer master data is created in three groups, or viewsgeneral, accounting, and sales. Customers can be created centrally, meaning that all views are generated concurrently, or responsibility can be distributed so that different personnel in the accounting and sales areas are responsible for creating and maintaining the data in their respective views. For this exercise, central creation will be used to enter all of the needed data to define a new customer. To create a new customer, follow the menu path: LogisticsSales and DistributionMaster DataBusiness PartnerCustomerCreateComplete This will produce the following screen:
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Select Sold-to party for the account group Enter: ##A1 for Company code ##A1 for Sales Organization WH for Distribution Channel 01 for Division Then click on the enter icon
After entering the data showed above, click on the enter icon ( screen will appear:
) and the following
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Enter the following data: ## The Bike Zone for Name ## for search term 1 97204 for Postal Code Portland for City US for Country OR for Region Then click on the expand icon to access addition fields
After expanding the Street Address fields, scroll down to the Transportation Zone field:
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Scroll down to the Transportation zone field, then click on the field and then click on the search icon
Clicking on the search icon for the Transportation zone field will produce the following pop-up window:
Double-click on Region West to select it
After selecting Region West, click on the Company Code Data icon:
Click on Company Code Data
Clicking on the Company Code Data icon will produce the following screen:
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Enter: 1101## for Recon. account (reconciliation account) 001 for Sort key Then click on the payment transactions tab
After entering the data above, click on the Payment Transactions tab and enter the following data:
Enter 0001 for Terms of payment, then click on the Sales Area Data icon
After entering the Terms of payment and clicking on the Sales Area Data icon, the following screen will appear:
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Make sure USD is entered for Currency and 1 is entered for Cust.pric.proc., then enter 1 for Cust.Stats.Grp Then click on the Shipping tab
After entering the data on the Sales tab, click on the Shipping tab and fill in the following data:
Enter: 02 (normal) for Delivery Priority 01 (standard) for Shipping Conditions ##A2 for Delivering Plan 3 for Max. partial deliveries Then click on the Billing Documents tab
After entering the data on the Shipping tab, click on the Billing Documents tab and fill in the following data:
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Enter: FOB and Origin Shipping Dock for Incoterms 0001 for Terms of payment 01 for Acct.assgmt group 0 for Tax classification for all three categories Then click on the save icon
After entering the data shown above, click on the save icon ( ). The SAP system will create the master record for the new customer and assign the customer a unique customer number:
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Click on the cancel icon to return to the SAP Easy Access screen
Customer number assigned to new customer
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Exercise SD 9: Create Contact Person for Customer

Now that we have created the master data for our new customer, The Bike Zone, we can create the master data for a contact person. To contact person is as a subordinate of the new customers company. The contact person defines a specific person to communicate with when dealing with The Bike Zone. To create a contact person, follow the menu path: LogisticsSales and DistributionMaster DataBusiness PartnerContact PersonCreate This will produce the following screen:
If your customer number is not entered by default, then search for your customer using the Customers (by company code) tab Then click on the enter icon
With the customer number for The Bike Zone entered in the customer field, click on the ) which will produce the following screen: enter icon (
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Enter: 1 for VIP (management) 0002 for Department (purchasing) 02 for Function (head of purchasing) 0002 for call frequency (weekly) Enter whatever name you wish, and fill in any other data you like, then click on the save icon
Enter the required data above, and any other data you wish, then click on the save icon ( ). Your contact person will be given a unique number:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 10: Change Customer

The contact person created for The Bike Zone needs to be assigned as a business partner within the customer master. To change the customer master data, follow the menu path: LogisticsSales and DistributionMaster DataBusiness PartnerCustomerChangeSales and Distribution This will produce the following screen:
If the customer number is not entered by default, search for it using the search tab Customers (by company code) Make sure that following values are entered: ##A1 for Sales Organization WH is entered for Distribution Channel 01 for Division Then click on the enter icon
After making sure the correct values are entered in the initial screen, click on the enter icon ( ) and the following screen will appear:
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Click on the Partner Functions tab, then enter CP for PF (partner function) then click on the number field, then click on the search icon
On the Partner Functions tab, enter CP for the partner function, then click on the Number field and click on the search icon, which will bring up the following search window:
Your customer number is entered automatically. Click on the enter icon to begin the search
Click on the enter icon ( contact person:
) to begin the search, which will find the newly-created
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Double-click on the partner to enter the partner number
Click on the save icon (
). This will return you to the initial entry screen:
Click on the cancel icon
Click on the cancel icon (
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 11: Create Customer Inquiry

Now we will enter an inquiry from our new customer, The Bike Zone. An inquiry is a customers request to be provided with a quotation or sales information without obligation. An inquiry can relate to materials or services, conditions, and if necessary delivery dates. To create an inquiry, follow the menu path: LogisticsSales and DistributionSalesInquiryCreate: This will produce the following screen:
Enter the following information: In for inquiry ##A1 for Sales Organization WH for Distribution Channel 01 for Division Then click on the enter icon
Enter the data shown above, the click on the enter icon ( following screen:
). This will produce the
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Click on the Sold-to party field, then click on the search icon
Click on the search icon for the Sold-to party field, which will produce the following search screen:
Because we have defined a search term when we created our new customer, we can now use it to find The Bike Zone. Click on the Customers (general) tab, enter ## for search term, then click on the enter icon
Select the Customers (general) tab, enter ## for the Search term, then click on the enter icon ( ). This will produce the new customer:
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Double-click on The Bike Zone to select it
Enter: any number for PO Number todays date for the PO date (use F4/F2) todays date for the Valid from date (use F4/F2) a date one month from today for the Valid to date (use F4, then select the date)
The Bike Zone wants a quote on two productsthe Mekena and the Star Lady Bike 28. To find these products, we need to use the search function. Click on the material field, then click on the search icon:
Click on the search icon
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Clicking on the search icon will produce the following search window:
Select the tab Sales material by description, enter ##A1 for Sales Organization and WH for Distribution Channel, then click on the enter icon
Set the search criteria, then click on the enter icon (
) to get the list of bicycles:
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Double-click on the Mekena bike to select it
After selecting the Mekena bike, enter a quantity of 10:
Repeat the process to enter a quantity of 5 of the Star Lady Bike 28. Click on the enter icon to determine the price for this order:
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Note that the Net value is 3,195.00 and the Expect.ord.val is 958.50.
Use the scroll icon to get to the order probability column
The total price for these 15 bikes to The Bike Zone is 3,195.00, which is given by the net value. The Expect.ord.val is a calculated value which takes the net value of the order and multiplies it by the probability of having an inquiry from this customer turn into an actual order. Use the scroll icon to get to the Order probability column:
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The order probability is 30% for each item The order probability of 30% is the default value that was set for GBI for inquiry documents. The expected order value is then 0.30 x 3,195.00 = 958.50. We can change the order probability for an inquiry, which makes sense as different customer inquiries would have different probabilities of becoming an actual sales order. Change the order probabilities to 75%, then click on the enter icon ( new Expect.ord.val: ) and note the
Change the order probability to 75% and click on the enter icon to update the inquiry, and the new expected order value is 2,396.25
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Click on the save icon ( number to the inquiry: ) to save the inquiry. The SAP system will assign a unique
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 12: Create Customer Quotation

An inquiry presents the terms (price, delivery schedule) to a customer considering a purchase. A quotation is similar, except that it is a legally binding offer for delivering the requested product or services. The Bike Zone would like a firm quote for the items in the inquiry created in exercise SD 11. We can do this easily by copying the details from the inquiry into the new quotation. To do this, follow the menu path: LogisticsSales and DistributionSalesQuotationCreate: This will produce the following screen:
Enter QT for Quotation Type, then click on Create with Reference
Enter QT for the Quotation Type, then click on the icon Create with Reference. This will produce the following screen:
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Make sure the Inquiry tab is selected, click on the Inquiry field, then click on the search icon
From the Inquiry tab, click on the Inquiry field, then click on the search icon. This will produce the following search window:
Enter ##A1 for Sales Organization, then click on the Enter icon
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Enter ##A1 for Sales Organization, then click on the enter icon ( a list with the inquiry for The Bike Zone: ). This will produce
Double-click on the inquiry to select it Double-click on the inquiry to select it, and the inquiry number will be copied in the Create with Reference window:
Inquiry number is copied Click on copy to copy the information from the Inquiry
Click on the copy icon ( screen:
) to copy information from the inquiry into the quotation
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Enter: A PO number of your choice Todays date for the PO date (F4/F2) A date one month from today for the Valid to date A date one month from today for the Req. deliv.date Then click on the enter icon After entering a PO number and the appropriate dates, click on the enter icon ( which will product the following warning: ),
Click on the enter icon ( information message:
) to acknowledge the warning. This will produce an
Click on the enter icon
Click on the enter icon ( Discounts
) to acknowledge this warning.
To encourage The Bike Zone to become a loyal customer, you have been authorized to give a $5.00 discount on each Mekena bike, as well as a 5% discount on the entire order. To add the $5.00 to the Mekena bike, select the Mekena line in the order, then click on the Item conditions icon ( ):
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Click on the block to select the Mekena line, then click on the Item conditions icon
After selecting the line for the Mekena bike and clicking on the Item conditions icon ( ), you will get a screen that shows the pricing details for the Mekena bike:
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To add the $5.00 discount, enter K004 for CnTy (condition type) and 5 for the amount, then click on the enter icon In SAP, pricing is done using conditions. The pricing procedure defines which condition types are to be used to calculate the final price. Condtion type PR00 is a gross price condition. To add a discount, we can add condition type K004 (material discount) with a value of 5 to the pricing procedure. After clicking on the enter icon, a new price for the 10 Mekena bikes will be calculated:
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Note that the discount of $5.00 per bike is now included in the price Click on the back icon to return to the main quotation screen
Note that the discount is now applied to the order. Click on the back icon to return to the main quotation screen. To apply a 5% discount to the entire order, follow the pulldown menu path: GotoHeaderConditions
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This will produce the following screen:
Enter RA00 for CnTy and 5 for the amount, then click on the enter icon
To apply the 5% discount, enter CnTy (condition type) RA00 (Net Discount) with a value of 5, then click on the enter icon (). Note that the price does not yet include the 5% discount:
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Note price does not yet include discount. Click on the activate icon to recalculate the quotation pricing
The discount is not yet included in the pricing of the quotation. To do this, click on the activate icon ( ):
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Discount is now applied
The 5% discount is now applied. Note that it is applied to the price AFTER the $5 discount per Mekena bike. As a final detail, it is good practice to document the reason that these discounts are being given. To do this, click on the Texts tab:
Click on the Texts tab
Clicking on the Texts tab produces a screen where notes can be attached to the quotation:
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Enter the following note, then click on the save icon After entering the note to support the discounts, click on the save icon ( ) to save the new quotation. The following message will appear at the lower-left corner of the screen:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 13: Create Sales Order Referencing a Quotation
The Bike Zone has agreed to the terms and conditions in the quotation, and wants to order the bikes in the quotation. As a result, we can simplify the order creation process by copying the quotation into a sales order. To do this, follow the menu path: LogisticsSales and DistributionSalesOrderCreate: Which will produce the following screen:
Enter Order Type OR, then click on Create with Reference
Enter Order Type OR, then click on the Create with Reference icon. This will produce the following pop-up search window:
Make sure the Quotation tab is selected, then click on the Quotation field, then click on the search icon
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Make sure that the Quotation tab is selected, then click on the Quotation field, then click on the search icon. This will produce the following search window:
Make sure you select the Sales documents by customer tab, enter ##A1 for Sales organization, then click on the enter icon
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Double-click on the Quotation to select it
After double-clicking on the quotation, the number for the quotation will be entered into the Create with Reference window:
Click on the copy icon
) to copy the With the Quotation number entered, click on the copy icon ( information from the quotation into the sales order screen. You will get the following message:
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Click on the enter icon to acknowledge the message
The note that was entered in the header area of the quotation document is displayed as an information message. Click on the enter icon ( ), and an Availability Control screen will appear:
Todays date is used as the default Required delivery date The earliest date that the Mekena bike can be delivered is in the future
Three options are given. Nothing can be delivered today, but the entire order can be delivered in the future. Select either the second or third option to continue
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The SAP system performs the availability check using todays date as the default delivery date. The Mekena bike cannot be delivered by this date, so the system provides alternatives. When an order cannot be delivered on its required delivery date, there are potentially three options: 1) A single shipment of the available quantity on the required delivery date, with cancellation of the remaining portion. 2) Complete shipment of the order on the earliest available date. 3) A partial shipment of the available quantity on the required delivery date, with a second shipment of the remaining quantity on the earliest available date. In our case, option (1) is not possible, while options (2) and (3) are identical. Select either option (2) or (3), and the sales order creation screen will appear:
Enter a PO number and todays date (F4/F2) for the PO date Note that the Req.deliv.date is copied from the quotation Click on the save icon to save the sales order
After entering a PO number and todays date for the PO date, click on the save icon () to save the sales order. The SAP system will assign a sales order number:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 14: Check Stock Status

We can check on the inventory level of the bikes in the sales order for The Bike Zone. To do this, follow the menu path: LogisticsMaterials ManagementInventory ManagementEnvironment StockStock Overview: This will produce the following screen:
Click on the Material field, then click on the search icon To find the material number for your bikes, click on the Material field, then click on the search icon. This will produce the following search screen:
Use the far-right icon to select the tab Sales material by description Enter: ##A1 for Sales Organization WH for Distribution Channel Then click the enter icon
Enter the Sales Organization (##A1) and Distribution channel (WH) into the Sales material by description, then click on the enter icon to find the list of materials:
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Double-click on the Mekena bike to select it
Double-click on the Mekena bike to select it: With the material number entered from the search list, enter ##A2 to ##A3 for Plant then click on the execute icon
To look at the stock level in all locations, enter ##A2 to ##A3 for plant, then click on the execute icon ( ). This will produce the following screen:
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Note that stock levels are given for both the San Diego and Miami distribution centers
This report gives stock levels for both the San Diego distribution center (from which Bike Zones order will be sent) and the other distribution center for GBI, Miami. We can get more detail on the stock of Mekena bikes. Select the San Diego DC, then click on the detailed display icon:
Click on the San Diego DC, then click on the Detailed Display icon The Detailed Display will give very specific information about the inventory of Mekena bikes:
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We can see the 10 bikes that are part of the sales order.
Click on the enter icon to close the Detailed Display window Click on the enter icon ( back icon ( ) to close the Detailed Display window, then click on the
) to return to the main screen. Use the search function to enter the material number for the Star Lady Bike 28. Click on the execute icon ( ) and review the stock level for this bike. Click on the exit icon ( ) to return to the SAP Easy Access screen.
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Exercise SD 15: Display Sales Order

With relatively little user input, the sales order for The Bike Zone has been created. The Display Sales Order transaction provides the opportunity to review the order in detail. To display the sales order, follow the menu path: LogisticsSales and DistributionSalesOrderDisplay: Which will produce the following screen:
Click on the Order field, then click on the search icon
To make sure we have the correct sales order number, we will use the search function to find it. Click on the order field, then click on the search icon. This will bring up the search pop-up window:
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Enter ##A1 for sales organization, then click enter
After entering your sales organization (##A1), click on the enter icon ( sales orders:
) to get a list of
Click on the heading Document to sort by document number, then double-click on the last item on the list to select it You can sort the search results list by any of the columns merely by clicking on the column heading. As sales order numbers are assigned sequentially, the most recent sales order can be easily found by sorting by document number and selecting the last one on the list. After double-clicking on the most recent sales order number, click on the enter icon to display the sales order:
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Click on the enter icon to display the sales order
Clicking on the enter icon will produce the following screen:
Select the Star Lady Bike 28, then click on the display availability icon
Select the Star Lady Bike 28, then click on the display availability icon to explore the stock for this item in detail:
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This screen shows that, in this case, there are actually 495 bikes in stock, but because a safety stock of 100 is desired, we ideally have 395 available to sell, and the order we are displaying will use 5 of these. Note: your numbers may be different
Click on the Display Scope of check icon
Clicking on the Display Scope of check icon will produce the following pop-up window:
Review, then click on cancel This screen displays the elements that considered when performing the availability check. For example, Incl. purchase orders is selected, which means that a purchase order will be considered as available stock from its receipt date onward.
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Click on the cancel icon to close the pop-up window, then click on the back icon to return to the overview screen:
Select the Mekena bike, then click on the Item conditions icon
After selecting the Mekena bike and clicking on the item conditions icon ( following screen will be displayed:
), the
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The details of the price calculation for the Mekena bike are displayed Click on the Analysis icon
Clicking on the Analysis icon (
) produces the following screen:
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This screen shows the pricing procedure used to determine the price Expand the PR00 item
This screen shows the pricing procedure, which is the sequence of steps used to calculate the price. The procedure looks for a number of conditions that may apply to this item purchased by this customer. Conditions are prices, discounts, surcharges, etc. Condition PR00 is a price condition, and establishes the base price for the bike. Expand on this condition to see the details of the pricing procedures search for a price:
The pricing procedure specifies a search for the price starting with the most specific pricing to the most generic
In searching for the price, the procedure first looks for a Customer/material price, which is a price for a particular customer for a particular material. It then looks for a price list, which might have a price for the material for a customer group (wholesale, retail, etc.) or currency. Finally, it looks for a price for the material itself. In our case, there is no special pricing for this bike with this customer, so the material price of 185.00 is used. Click on the back icon ( ) twice to return to the overview screen:
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Click to display the header details Two discounts were manually applied to The Bike Zones order. We justified these discounts with a note in the quotation. This note was copied from the quotation into the sales order, which we can confirm by clicking on the header details icon ( ):
Click on the Texts tab
Click on the Texts tab to view the note:
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Note has been copied Note that the note has been copied. Click on the exit icon (
Click on the exit icon
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Exercise SD 16: Start Delivery Process

To start the process that will fulfill The Bike Zones order, we need to create a deliver document. To do this, follow the menu path: LogisticsSales and DistributionShipping and Transportation Outbound DeliveryCreateSingle DocumentWith Reference to Sales Order: This will produce the following screen:
Enter ##A2 for Shipping Point Enter a selection date one week from today (you can use F4 to call up the calendar window) The sales order number should be entered automatically Then click on the enter icon If the sales order number is not entered automatically, you can search for you sales order number using the Sales documents by customer tab. Enter your sales organization (##A1) and transaction group 0 (sales order). Enter ##A2 for the shipping point and a Selection date one week from today, then click on the enter icon ( ):
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Select the Mekena bike by clicking on the square, then click on the details icon
Select the Mekena bike, then click on the details icon ( following screen:
), which will produce the
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This screen shows that the order has not yet been picked Click on the save icon to save the delivery document
After clicking on the save icon ( document number:
), a delivery document will be created with a unique
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To check on the inventory for the bikes in the sales order for The Bike Zone, follow the menu path: LogisticsMaterials ManagementInventory ManagementEnvironment StockStock Overview: This will produce the following screen:
Click on the Material field, then click on the search icon. Use the tab Sales material by description With ##A1 for Sales Organization and WH for Distribution Channel Pick the Mekena bike
With the material number for the Mekena selected, enter ##A2 to ##A3 for Plant then click on the execute icon
After using the search function to find the material number for the Mekena, enter ##A2 to ##A3 for plant, then click on the execute icon ( ). This will produce the following screen:
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Select the Sand Diego DC, then click on the Detailed Display
Select the San Diego DC, then click on the detailed display icon:
Note that the 10 bikes for The Bike Zone order are now showed as Schd. for delivery
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Exercise SD 18: Picking Materials on Delivery Note

To record the picking of the material, we change the delivery document. To change the delivery document, follow the menu path: LogisticsSales and DistributionShipping and TransportationOutbound DeliveryChangeSingle Document This will produce the following screen:
If the Outbound Delivery document number is not entered automatically, you can search for your delivery document using the tab Outbound Delivery: Not Posted for Goods Issue. Click on the enter icon to continue After clicking on the enter icon ( ), you will get the following screen:
Click on the picking tab, then enter 30 for SLoc (storage location) and the appropriate quantity for the picked quantity, then click on the save icon
After entering 30 for SLoc (storage location) for and the appropriate quantity for the picked quantity for each item, click on the save icon ( ) to save the picking
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information. You should get the following message at the bottom-left corner of the screen:
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Exercise SD 19: Post Goods Issue

To posting the goods issue (change the possession of the material from GBI to The Bike Zone), follow the menu path: LogisticsSales and DistributionShipping and TransportationOutbound DeliveryChangeSingle Document This will produce the following screen:
Confirm that the delivery document number is entered (You can search for your delivery document using the tab Outbound Delivery: Not Posted for Goods Issue), then click on the Post Goods Issue icon After confirming that you have the delivery document number, click on the Post Goods Issue icon. You should get the following message at the bottom-left corner of the screen:
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To see the impact that the goods issue for the bikes in the sales order for The Bike Zone has had on the inventory position of GBI, follow the menu path: LogisticsMaterials ManagementInventory ManagementEnvironment StockStock Overview: This will produce the following screen:
Click on the Material field, then click on the search icon. Use the tab Sales material by description With ##A1 for Sales Organization and WH for Distribution Channel Pick the Mekena bike
With the material number for the Mekena selected, enter ##A2 to ##A3 for Plant then click on the execute icon
After using the search function to find the material number for the Mekena, enter ##A2 to ##A3 for plant, then click on the execute icon ( ). This will produce the following screen:
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Note that the available inventory has changed Select the Sand Diego DC, then click on the Detailed Display
Select the San Diego DC, then click on the detailed display icon:
The inventory is reduced from before by the amount that used to appear as Schd. for delivery
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 21: Create Billing for Customer
With the delivery complete, the customer can be invoiced. To do this, follow the menu path: LogisticsSales and DistributionBillingBilling DocumentProcess Billing Due List This will produce the following screen:
Make sure ##A1 is entered for Sales Organization, then click on the Display Bill List icon
After confirming the correct sales organization is specified, click on the Display Bill List icon. This will produce the following screen:
Click on the Individual billing document icon
Click on Individual billing document, which will produce the following screen:
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Follow the pull-down menu path GotoHeaderOutput
To setup printing of the invoice, follow the pull-down menu path: GotoHeaderOutput which will call up the following screen: Enter RD00 for Output and select Print output, then click on Communication method
Enter RD00 (Invoice) for Output and select Print output for Medium, then click on the ) icon. This will produce the Display Communication method ( following screen:
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Enter LOCL for Logical destination and select Print immediately, then click on the back icon
Enter LOCL for Logical destination and select Print immediately, then click on the back icon ( ):
Click on the Further data icon
Click on the Further data icon, which will produce the following screen:
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Select Send immediately (when saving the application) for Dispatch time, then click on the back icon
Select Send immediately (when saving the application) for Dispatch time so that the invoice will print immediately, then click on the back icon ( ):
Click on the back icon again
Click on the back icon (
) again:
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Click on the save icon
Click on the save icon to return to the Maintain Billing Due List screen:
Highlight is turned off after the invoice is created
Note that the highlight is turned off on the line, and there is a message at the bottom of the screen:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 22: Display Billing Document and Customer Invoice
The invoice that will be sent to The Bike Zone can be viewed by following the menu path: LogisticsSales and DistributionBillingBilling DocumentDisplay This will produce the following screen:
If the billing document number is not entered automatically, you can find it from the document flow (see exercise SD 24) Follow the pull-down menu path Billing documentIssue Output To:
Follow the pull-down menu path Billing documentIssue Output To
This will produce the following pop-up window:
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Make sure the line is selected, then click on the Print preview icon
Make sure the invoice line is selected, then click on the Print preview icon ( will produce the following screen:
). This
This is the invoice that will be printed and sent to The Bike Zone Click on the back icon
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After reviewing the invoice, click on the back icon ( by clicking on the cancel icon ( ): ), then close the pop-up window
Click on cancel
Click on the Accounting overview icon
To review the accounting implications of this sale, click on the Accounting overview icon. This will produce the following screen:
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Review the accounting postings due to this sales order
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 23: Post Receipt of Customer Payment
After The Bike Zone mails its payment, it needs to be recorded. To do this, follow the menu path: AccountingFinancial AccountingAccounts ReceivableDocument EntryIncoming Payments This will produce the following screen:
Use the F4/F2 function keys to enter the current date for the document date Enter: ##A1 for Company Code USD for Currency/Rate 1001## for Account 2987.75for amount Then click on the account field, then the search icon, to search for the customer number for The Bike Zone
After entering the information above, click on the Account field, then click on the search icon to get the search pop-up window:
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Select the Customers (general) tab, enter ## for Search term and then click on the enter icon
As The Bike Zone was created with the data set number (##) as a search term, you can use this to find The Bike Zone. After entering ## on the Customers (general) tab, click on the enter icon and you will get the following results:
Double-click on The Bike Zone to select it After selecting The Bike Zone, click on the Process open items icon:
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Click on Process open items
After clicking on Process open items, you will get the following screen:
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Double-click on the 2,987.75 amount so that the Assigned quantity is 2,987.75, then click on the save icon.
Double-click on the 2,987.75 amount to assign the payment to the accounts receivable. ) to post the After assigning the payment to the invoice, click on the save icon ( payment.
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Click on the exit icon to exit this transaction
), which will produce the following pop-up window:
Click on Yes
There is no data to be lost, so click on the Yes icon to return to the SAP Easy Access menu.
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 24: Review Document Flow

The document flow tool links all documents that were used in The Bike Zones sales order. Again, there are many ways to access the document flow tool. One way is to start by displaying the sales order document. To do this, follow the menu path: LogisticsSales and DistributionSalesOrderDisplay This will produce the following screen:
Your sales order number should be entered by default. Note: If your sales order is not displayed, ou can search for you sales order number using the Sales documents by customer tab. Enter your sales organization (##A1) and transaction group 0 (sales order).
To access the document flow tool, follow the pull-down menu path: EnvironmentDisplay document flow
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Access the document flow tool using the pull-down menu path EnvironmentDisplay document flow
The document flow for The Bike Zone will look like the following:
Review the documents for The Bike Zones order
) to return to the SAP Easy Access menu.
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SAP PLM
SAP SRM
SAP ERP
SAP CRM
SAP SCM
SAP NetWeaver
Global Bike Company Overview Exercises
(Version 1.0 Release March 2008)
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Materials Management (MM)
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 1: Create a Purchase Order for Great Lakes Bike Supply
Purpose of Exercise Create a Purchase Order (PO) for the Kids 10 and Disney Bike products. Submit the PO to the vendor, Great Lakes Bike Supply. When received and accepted by the vendor, the PO creates a legally binding contract between the two parties. Navigation Menu Path Logistics Materials Management Purchasing Purchase 0rder Create Vendor/Supplying Plant Known
Trans Code Enter the following information: Vendor (Vendor Number for Great Lakes Bike Supply)
(HEADER) Open the Header Purchasing Org Purch. Group Company Code (Enter) (ITEM OVERVIEW) Open the Item Overview Net Price 60.00 45.00 Currency USD USD Plant ##A2 ##A2 ##A1 ##A ##A1
Org. Data TAB
Enter the following materials and information: Material PO Quantity Delivery Date KB-0010- ## 500 (future date) KB-0011- ## 50 (future date) (Enter)
Conditions TAB (Header)
Record the total value of the Purchase order $__________($32,250)

(Item Detail) Open the Item Detail Section (toward the bottom of the screen)
Conditions TAB (Item Detail)
Record the value of the Line Item for KB-0010- ##$__________($30,000)
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Record the value of the Line Item for KB-0011- ##$__________($2,250)
(Save) A message will appear; we want to view the system generated messages. Select The following message should appear:
** The message tells us that we have created a PO but have not generated any output to notify the selected vendor. Select (Continue)
(Save) ** This time we will save past the message indicating that no output device (i.e. Printer, FAX, EDI) was found to communicate this PO to the vendor.
Select
Record the system message: Message
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 2: Create a Goods Receipt for the Purchase Order
Purpose of Exercise Receive into inventory the stock items ordered from Great Lake Bike Supply in the previous exercise. A goods receipt document will be created referencing our purchase order thereby ensuring that we receive what the products ordered within the timeframes requested and in quality condition. Goods on hand will be increased and an accounting document will be generated recognizing the value associated with these goods. Navigation Menu Path Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order GR for Purchase Order (MIGO)
Trans Code Enter the following information: Ensure the Movement type is 101 (Enter) Select (Continue) 4500000???
Enter the PO number
(Execute) ** If a line is grayed out Minimize the Item Detail Data by selecting (Close Detail Data)
Ensure each line item OK is checked ** Checking the OK box indicates that you want to adopt it into the goods receipt document. Enter storage location for each item Select or (Save) Message 30 (Inventory)
Record the system message:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 3: Create an Invoice Receipt from Vendor
Purpose of Exercise Enter an invoice received from Great Lakes Bike Supply for $32,250 associated with the recent PO and goods receipts. This invoice will be posted to an existing G/L expense account in your Chart of Accounts and saved as an Accounts Payable to Great Lakes Bike Supply. It will be settled by issuing a check to Great Lake Bike Supply at a later date. The invoice is presented below in order to support your making the necessary journal entry. INVOICE Number 00123-## Bike Supply ITEMS: KB-0010-## KB-0011-## TOTAL Thank you for your order Navigation Menu Path Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice (Todays date) QUANTITY 500 50 PER $60.00 $45.00 Great Lake PRICE: $30,000 $2,250 $32,250
Trans Code Enter the following information: Invoice Date: Check your Company Code: (Enter today's Date) ##A1
PO number: Text: (Enter) Enter amount: Tax code: (Enter)
(Enter your purchase order number from Ex. 3) Invoice Number 00123- ##(from invoice above)
Enter amount from Invoice found above XI
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If the transaction is entered correctly (in respect to Debits and Credits), we will have a green light with a $0 balance.
We want to view what the actual postings will look like in the general ledgers. It is here that we can ensure that the Debit / Credit posting is correct, are the accounts be affected correctly. Below we can see that our Vendors liability is increasing. Use the button to see if the postings are correct.
(Post)
Record the system message: Purchase order Vendor
Invoice #
Message
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 4: Post Payment to Vendor

Purpose of Exercise Issue a payment to Great Lakes Bike Supply to settle the Accounts Payable. A journal entry is made to Accounts Payable for Great Lakes Bike Supply and to the bank checking account in the G/L. Navigation Menu Path Accounting Financial Accounting Accounts Payable Document Entry Outgoing Payment Post
Trans Code Enter the following information: Document date: Account: Amount: Text: Account: Today 1001 ##(Bank - Checking) Enter the amount you are going to pay Payment for Goods Received (Vendor Number for Great Lake Bike Supply) Bank Data
Open items selection: All other settings remain unchanged. Select Double Click on the Invoice you want to apply this payment towards.
This invoice selected will turn blue. Review the Not assigned balance. We want all of our funds to be allocated towards invoices, meaning the Not Assigned balance should equal $0.00. (Save)
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 5: Display Vendor Line Items

Purpose of Exercise Display and confirm the activity and associated balance for the Accounts Payable for Great Lakes Bike Supply. You should see both a credit and debit posting indicating the receipt of the invoice and the issuance of a payment to settle this balance due to Great Lakes Bike Supply. Navigation Menu Path Accounting Financial Accounting Accounts Payable Account Display/Change Line Items
Trans Code Enter the following information: Vendor Company code Select (Execute) Review for Open items Vendor Number Great Lakes Bike Supply ##A1 All items
We can see that all of the postings made to our vendor have been cleared. Double click on the Invoice Line (RE) Select to view the general ledger line items
(Back) Double click on the Vendor Payment Line (KZ) Select to view the general ledger line items
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 6: Create a New Vendor

Purpose of Exercise Vendors are established in both accounting and purchasing. The vendor master record requires three views general, accounting, and purchasing in order to be active. Vendors can be created centrally meaning that all views are generated concurrently or responsibility can be distributed to accounting and purchasing for creating and maintaining their respective views. For this exercise, central creation will be used to enter all of the needed data. In this way, this vendor record will contain all of the information necessary to conduct business transactions. Navigation Menu Path Logistics Materials Management Purchasing Master Data Vendor Central Create
Trans Code Create all views for a new vendor called Mid-West Supply. Name Control Tax Number 2 12-34567 ## N/A 3001 ## Payment transactions Accounting Information Accounting Recon. Account Enter the vendors name Search term Postal code City Country Region Language or Mid-West Supply ## ##(Your Student Number) 68516 Lincoln US NE English Note: Page forward past views that do not contain relevant information Search Term Address Leave vendor field blank Company code Purchasing organization Account Group (Enter) (system will generate the new number) ##A1 ##A1 KRED.
Communication
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Payment transactions Accounting Payment term Select Clerk at vendor Order Currency Terms of payment 0001 Check double inv. Enter a name for your Vendors accounting clerk USD 0001 N/A
Correspondence Accounting Purchasing data
Partner Functions (Save)
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 7: Create Material Master for Trading Goods
Purpose of Exercise Create a trading good material. The material master has several views with the number of views needed being dependent the type of material and the functionality required by the company as it uses this material. Navigation Menu Path Logistics Materials Management Material Master Material Create (special) Trading Goods
Trans Code First set the defaults (you may need to select the industry sector to Retail prior to setting the defaults) System Menu: Defaults Views Select the following views: Basic data 1 Sales: Org. Data 1 Sales: Org. Data 2 Sales: General/Plant Data Purchasing MRP 1 MRP 2 MRP 3 General Plant Data/Storage 1 Accounting 1 Create views selected
Select (Enter)
Default Organization levels Company code: Plant: Sales Org: Distribution Channel:*
##A1 ##A2 ##A1 IN
Copy from ##A1 ##A2 ##A1 IN
Create the above materials for distribution channel Internet then change the defaults and continue this process to create each material for distribution channel Wholesale. Leave storage location blank (storage locations will be created automatically) (Enter) Enter material: UB-0010-##
Enter the following information to create the materials:
(You may need to press enter once or twice to pass the views and organization level selections if you did not indicate that you only wanted to view these on request)
Use the information following table for the inputs into the material master. Repeat the process for each of the materials.
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Use your student number for all entries where 1 ##is indicated. Use the following information to create the materials Material Name Description Unit of Measure Material Group Gross & Net Weight / Unit Division Delivering Plant Tax Jurisdict. Code County Sales Tax City Sales Tax Scale Quantity Amount Select (Back) 1 02 0001 0002 ##A CRT 1=3 MRP 1 View MRP Type MRP Controller Lot Size Min lot size Planned delivery time Schedule Margin key Safety Stock Availability check
continue on next page...
UB-0010-## Basic Data 1 View Unicycle ST 0202 1.5 KG 01 ##A2 0 0 0 1 IN: 79, WH: 70 Sales: Sales org. 1 View
UB-0011-## Universal Bike ST 0202 7 KG 01 ##A2 0 0 0 1 IN: 120, WH: 110
Sales: Sales org. 2 View Matl statistics group 1 Sales: General/Plant data View Availability Check Trans. Grp Loading Grp Purchasing Group Order Unit Conv. Factors PD 1 ## EX 10 MRP 2 View 6 1 ## 20 MRP 3 View 02 02 0001 0002 Purchasing View ##A
PD 1 ## EX 5 5 1 ## 60 02
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Material Name Value Class Moving Price Price Unit UB-0010-## Accounting 1 View 3100 $ 58.50 1 WH UB-0011-## 3100 $ 87.99 1
Repeat this process for Distribution channel:
*Remember to change the defaults from IN and create the WH views for both the materials
(Save after each material) Message
Record the system messages: For UB-0010-## For UB-0011-##
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 8: Display Stock/Requirements List

Purpose of Exercise The stock/requirements list is a dynamic list. It changes whenever a transaction occurs using the given material. Display and review the stock/requirements list for Unicycles on hand balance and the demand that exists against this product. The report should show that there is no stock and therefore nothing is available for use at this time. Navigation Menu Path Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List
Trans Code Enter the following information: Material Plant (Enter) UB-0010-## ##A2
Your Stock/Requirements report should contain this information: Date MM/DD/YY MM/DD/YY MRP Stock SafeSt Safety stock MRP Element data Rec./Req. Qty 0 20Available Qty 0 20-
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 9: Create a Purchase Requisition

Purpose of Exercise Sales management has informed the purchasing department of a promotional campaign that will commence in 3 months to push the new Unicycle. Create a purchase requisition for Unicycles so that it may be placed out for bid so that a vendor can be chosen to fill the expected needs associated with this sales campaign. Navigation Menu Path Logistics Materials Management Purchasing Purchase Requisition Create
Trans Code Enter the following information: Open the Header and the Item Overview Select (Expand Header)
Header Note: Bike - America is formally requesting quotations for the following material. Quotes will st be accepted until the (input the 1 day of the next month).
Select Material: Quantity:
(Expand Items) UB-0010-## 200 (3 months from today) ##A2 30 ##A
Delivery date: Plant: Stor. loc.: PGr: (Enter) (Save)
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 10: Display Stock/Requirements List

Purpose of Exercise As indicated above, the stock/requirements list is a dynamic list. It changes whenever a transaction occurs using the given material. Display and review the stock/requirements list for Unicycles on hand and the demand that exists against this product. Since we just created a purchase requisition for 200 Unicycles, this event should be visible within the stock/requirements list with a date of roughly 3 months from today. Navigation Menu Path Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List
Trans Code Enter the following information: Material Plant (Enter) UB-0010-## ##A2
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 11: Create Requests for Quotation for Your Requisition
Purpose of Exercise Create a separate request for quotation (RFQ) for several vendors. This process will be used to collect the necessary pricing, delivery, etc. information that is needed to support the selection of a vendor to fill our need for Unicycles. Navigation Menu Path Logistics Materials Management Purchasing RFQ/Quotation Request for Quotation Create
Trans Code Enter the following information: RFQ Type RFQ Date Quotation Deadline Purch. Organization Purchasing group Plant Select Purch. Req. (Continue) Enter SLoc Select Select 30 Purchase Req. the system created for UB-0010-## AN (RFQ) today 1st day of the next month ##A1 ##A ##A2
Organization Data
Default data for items
Create RFQ: Selection List: Purchase Requisitions
Create RFQ: Header Data Select Coll. No. Select (Overview) (Header details) RFQ1 ##
Create RFQ: Item Overview Review line items and ensure they are correct Select
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Create RFQ: Vendor Address Vendor (Enter) (Save) Mid-West Supply ##
Save through the Output message generated. Repeat for the following vendors Great Lake Bike Supply International Bike Supplier
Record the system message: Message Mid-West Supply ## Great Lake Bike Supply International Bike Supplier
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 12: Maintain Quotations from Vendors
Purpose of Exercise As we receive responses to our RFQ submitted to vendors, it is necessary to maintain their respective data in our procurement system so that a comparison can be made to support the vendor selection process. Navigation Menu Path Logistics Materials Management Purchasing RFQ/Quotation Quotation Maintain
Trans Code Enter the following information: RFQ Select (Overview) RFQ generated for Mid-West Supply ##
Maintain Quotation: Item Overview Screen Net Price $59.00 Select the Line Item and then Select * Here you would specify other discounts and surcharges included in the quotation.
Change Gross Price Condition: Conditions Supplements Screen Valid to 3 months from today * Enter through any warnings about dates being changed. (Back) (Save)
*Repeat this process for the other two RFQs you created. Great Lake Bike Supply $ 60.00 International Bike Supplier $ 60.75 Record the system message: Message Mid-West Supply ##Great Lake Bike Supply International Bike Supplier
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 13: Evaluate Quotations on Price

Purpose of Exercise Generate a comparison list for the prices obtained from each of the vendors. The comparison list ranks the quotations by item from lowest to highest price.
Navigation Menu Path Logistics Materials Management Purchasing RFQ/Quotation Quotation Price Comparison
Trans Code Enter the following information: Purchasing organization Collective RFQ Select Select (Execute) ##A1 RFQ1 ## Mean Value Quotation Determine Effective Price
* By double-clicking on the quotation or the vendor you can drill into the original document. Record the system message: Quotation # Message Vendor Rank Mid-West Supply ## Great Lake Bike Supply International Bike Supplier Value
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 14: Rejecting Quotations

Purpose of Exercise The successful vendor has been selected using the criteria of lowest bidder. It is now necessary to notify the unsuccessful bidders that their quotation will not be accepted. This is accomplished by flagging those vendors needing to be notified and having the system automatically generate an appropriate bid rejection letter for them. Navigation Menu Path Logistics Materials Management Purchasing RFQ/Quotation Quotation Price comparison
Trans Code Enter the following information: Purchasing organization Collective RFQ (Execute) ##A1 RFQ1 ##
Determine the Vendor that you are going to do business with (the lowest priced quotation). Double Click on a Quotation you plan on turning down. Select R (rejection indicator)
(Save) Save past Output message.
* Repeat for the remaining quotation that is to be rejected. Record the system message: Message
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 15: Create a Purchase Order Referencing an RFQ
Purpose of Exercise Create a PO by referencing the quotation received from the successful vendor. Reference is made to the successful quotation and the details are imported into a new PO. Navigation Menu Path Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known
Trans Code Enter the following information: You may have to Turn-on the Document Overview Under the Selection Variant select Request for quotations
Plant Purchasing organization Purchasing group Company Code All other fields should be blank.
##A2 ##A1 ##A ##A1
(Execute)
Customize your View to identify the correct RFQ Select (Change Breakdown)
Select Vendor name and Click
(Add to Sort Criteria)
Select Vendor name in the Sort Criteria and move it up one position Select Select (Transfer) (Select Layout)
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Chose Change Layout Select Material and Click Select (Transfer) (Show selected fields)
The Document Overview should now look this:
Single Click on the Requisition/Quotation that you want to reference (Mid-West Supply) (Adopt) Select If you try and adopt one of the other quotations you will get a message that the quotation item is already rejected.
Verify the following: Material Quantity UB-0010-## 200
Delivery Date 3 months from today
Net Price 59.00
Currency USD
(Header)
Conditions TAB
Record the total value of the Purchase order $__________(11,800)

(Item detail) Select the first line item Select (Sched. line split) Delivery Schedule TAB (we are going to create two delivery requests)
Change he first Sched Qty. from 200 to 100 Change the second schedule line: o o o o o Delivery Date Sched Qty. Purch. req. Requisn. Item (Enter) one week after first delivery 100 same as previous line same as previous line
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Material Data TAB InfoUpdate Selected
System Menu: Purchase Order Save and Output Output Medium Language Select Logical destination (Back) Select Dispatch time (Back) (Save) Send Immediately (when saving the application) LOCL NEU Print output EN
We now want to display what we sent to our vendor. Select Pur. order Select Select (Other Purchase Order) PO Number from this exercise
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Purpose of Exercise Receive into inventory the stock items ordered from Mid-West Supply in the previous exercise. A goods receipt document will be created referencing our purchase order thereby ensuring that we receive what the products ordered within the timeframes requested and in quality condition. Goods on hand will be increased and an accounting document will be generated recognizing the value associated with these goods. Navigation Menu Path Logistics Materials management Inventory management Goods movement Goods receipt For purchase order GR for purchase order (MIGO)
Trans Code Enter the following information: Enter the PO number 4500000???
(Execute) Change the Quantity from 200 to 100 (remember we requested two separate deliveries) Ensure each line item OK is checked Enter storage location Select or (Save) 30 (Finished Goods)
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 17: Verify the Physical Receipt of Goods
Purpose of Exercise Review the current inventory information about Unicycles. The stock overview provides inventory information relative to this material for all organizational levels. Navigation Menu Path Logistics Materials Management Inventory Management Environment Stock Stock Overview
Trans Code Enter the following information: Material: Plant: Display version: (Execute) Select the line with your Plants stock. Select A pop-up window is displayed showing the details of the inventory by stock type at the plant. Note the On-Order Stock quantity (We have only received the first scheduled delivery) UB-0010-## ##A2 1
In the column Unrestricted use the current inventory is displayed
Record the storage location and quantity of inventory for each material: Stock Type Material Storage Location Unrestricted Use On-Order Stock UB-0010-##
GR Blocked Stock
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Purpose of Exercise Enter an invoice received from Mid-West Supply for $5,900.00 associated with the recent PO and goods receipts. This invoice will be posted to an existing G/L expense account in your Chart of Accounts and saved as an Accounts Payable to Mid-West Supply. It will be settled by issuing a check to Mid-West Supply at a later date. The invoice is presented below in order to support your making the necessary journal entry.
INVOICE #00504-## Supply ITEMS: UB-0010-_ _ TOTAL Reference Quotation 50146325 Thank you for your order Navigation Menu Path
(Todays date) QUANTITY 100 PER $59.00
Mid-West PRICE: $5,900 $5,900.00
Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice
Trans Code Enter the following information: Invoice date: Check your Company Code: Text PO number: (Enter) Enter amount: Tax code: (Enter) Use the (Post) button to see if the postings are correct. Enter amount from Invoice XI (Enter today's date) ##A1 Invoice Number 00504- ## (Enter your purchase order number)
Invoice #
Message
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 19: Display Purchase Order History
Purpose of Exercise Review the status for the PO for Unicycles. A PO history tab is created within the PO once a transaction has taken place against the order number to support this functionality. Navigation Menu Path Trans Code Review the following information on the Purchase Order: Open (Item detail) Logistics Materials Management Purchasing Purchase Order Display
Purchase Order History TAB Review the activity that has taken place in reference to this Purchase Order. Click on the G/R Material Document Number ** This will bring you directly to the Material Document created when you did your Goods Receipt
Doc. info TAB Select ** You are now looking at the General Ledger Posting that took place in the background when you saved your Goods Receipt (Back twice)
Purchase Order History TAB Click on the Invoice Receipt Document Number ** This will bring you directly to the Invoice Document you just created when you did your Invoice Receipt Select ** You are now looking at the General Ledger Posting that happened in the background when you saved your Invoice Receipt. . Select (Back) (Line item list) in the Vendor description area
You can see here that the invoice is still open, meaning you havent paid the vendor. (Back twice)
Delivery Schedule TAB Review the line items that have had deliveries against them. Are there any line items left outstanding?
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Purpose of Exercise Receive into inventory the remaining stock items ordered from Mid-West Supply in the prior exercise. A goods receipt document will be created referencing our purchase order thereby ensuring that we receive what the products ordered within the timeframes requested and in quality condition. Goods on hand will be increased and an accounting document will be generated recognizing the value associated with these goods. Navigation Menu Path Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order GR for Purchase Order (MIGO)
Trans Code Enter the following information: Enter the PO number 4500000???
(Execute) The quantity should default in for the remaining 100 Ensure each line item OK is checked Enter storage location Select or (Save) 30 (Finished Goods)
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Purpose of Exercise Enter an invoice received from Mid-West Supply for $5,900.00 associated with the recent PO and goods receipts. This invoice will be posted to an existing G/L expense account in your Chart of Accounts and saved as an Accounts Payable to Mid-West Supply. It will be settled by issuing a check to Mid-West Supply at a later date. The invoice is presented below in order to support your making the necessary journal entry. INVOICE #00515-## Supply ITEMS: UB-0010-_ _ TOTAL Reference Quotation 50146325 Thank you for your order Navigation Menu Path Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice (Todays date) QUANTITY 100 PER $59.00 Mid-West PRICE: $5,900 $5,900.00
Trans Code Enter the following information: Invoice date: Check your Company Code: Text PO number: (Enter) Enter amount: Tax code: (Enter) Enter amount from Invoice XI (Enter today's Date) ##A1 Invoice Number 00515- ##(from invoice above) (Enter your purchase order number)
Use the
(Post)
button to see if the postings are correct.
Invoice #
Message
**Repeat Exercise 19 and review the new documents that have been created in reference to your Purchase Order. Has your Purchase Order been fulfilled now?
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 22: Post Payments to Vendor

Purpose of Exercise Issue a payment to Mid-West Supply to settle their entire Accounts Payable balance. Note that the amount due to them includes both of the invoices that you have previously entered. A journal entry is made to Accounts Payable for Mid-West Supply and to the bank checking account in the G/L. Navigation Menu Path Accounting Financial accounting Accounts payable Document entry Outgoing payment Post
Trans Code Enter the following information: Document date: Bank Data Account: Amount: Text: Account: Select Double Click on the Invoice(s) you want to apply this payment towards 1001 ## - Bank (Checking) Enter the amount you are going to pay ($11,800.00) Invoice Number 00504##& Number 00515## (Vendor Number for Mid-West Supply ##)
Today
Open items selection:
This invoice selected will turn blue. Review the Not assigned balance. We want all of our funds to be allocated towards invoices.
(Save)
Message
Record the system message:
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 23: Display Vendor Line Items
Purpose of Exercise Display and confirm the activity and associated balance for the Accounts Payable for Mid-West Supply. You should see both a credit and debit posting indicating the receipt of the two invoices and the issuance of a single payment to settle this balance due to Mid-West Supply. Navigation Menu Path Accounting Financial Accounting Accounts Payable Account Display Balances
Trans Code Enter the following information: Vendor Company code Fiscal Year (Execute) Mid-West Supply ## ##A1 current year
Review for Open items Double Click on the Current Period to Review the Line items that make up the balance. Here you can also see what line items are open and what ones have been cleared.
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 24: Display Purchase Order History
Purpose of Exercise Review the status for the PO for mechanical pens. A PO history tab is created within the PO once a transaction has taken place against the order number to support this functionality. Navigation Menu Path Logistics Materials Management Purchasing Purchase Order Display
Trans Code Review the following information on the Purchase Order: Open (Item detail)
Purchase Order History TAB Review the activity that has taken place in reference to this Purchase Order. Click on the G/R Material Document Number (you should now have 2 documents) ** This will bring you directly to the Material Document created when you did your Goods Receipt
Doc. info TAB Select ** You are now looking at the General Ledger Posting that happened in the background when you saved your Goods Receipt (Back twice)
Purchase Order History TAB Click on the Invoice Receipt Document Number (you should now have 2 documents) ** This will bring you directly to the Invoice Document you just created when you did your Invoice Receipt Select ** You are now looking at the General Ledger Posting that happened in the background when you saved your Invoice Receipt. (Back twice)
Delivery Schedule TAB Review the line items that have had deliveries against them. Are there any line items left outstanding?
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GLOBAL BIKE INCORPORATED OVERVIEW Exercise MM 25: Display and Review General Ledger Account Balances and Individual Line Items
Purpose of Exercise Display and confirm by individual account number the activity and associated balances for several accounts in your G/L. Navigation Menu Path Accounting Financial accounting General Ledger Account Display balances
Trans Code Enter the following information: Account number: Company Code Fiscal Year (Execute) Record the entry below (Back) Account number: (Execute) Record the entry below (Back) Account number: (Execute) Record the entry below (Back) Account number: (Execute) Record the entry below (Back) 3001 ## 3101 ## 2011 ## 1001 ## ##A1 current year
Verify details of: Account
Debit
Credit
Comments
Page 142

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SAP PLM

Global Bike Company Overview Exercises - Detailed Instruction Version -

(Version 1.0 Release March 2008)

GLOBAL BIKE INCORPORATED OVERVIEW Sales and Distribution (SD)

Version 1.0 Release March 2008

SAP University Alliance Program

GLOBAL BIKE INCORPORATED OVERVIEW Exercise SD 1: Create Sales Order

Expand the menu path, then double-click on Create

This will produce the following screen:

Version 1.0 Release March 2008

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GLOBAL BIKE INCORPORATED OVERVIEW

Tabs allow you to specify different search criteria.

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GLOBAL BIKE INCORPORATED OVERVIEW

Note: Your customer number will be different

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GLOBAL BIKE INCORPORATED OVERVIEW

Click on the PO date field, then press the F4 key

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GLOBAL BIKE INCORPORATED OVERVIEW

The current date is now entered for the PO Date

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GLOBAL BIKE INCORPORATED OVERVIEW

Click on the material field, then click on the search icon

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GLOBAL BIKE INCORPORATED OVERVIEW

Version 1.0 Release March 2008

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GLOBAL BIKE INCORPORATED OVERVIEW

Double-click on the Stream N3 28 to select it

Double-click on the Stream N3 28 to select it:

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GLOBAL BIKE INCORPORATED OVERVIEW

Material number for the Stream N3 28 bike is entered

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GLOBAL BIKE INCORPORATED OVERVIEW

Click on the enter icon to acknowledge the message

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GLOBAL BIKE INCORPORATED OVERVIEW

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GLOBAL BIKE INCORPORATED OVERVIEW

) to save the sales order:

Click on the save icon to save the sales order

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GLOBAL BIKE INCORPORATED OVERVIEW

Click on the exit icon (

) to return to the SAP Easy Access screen.

Version 1.0 Release March 2008

SAP University Alliance Program

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SAP University Alliance Program

GLOBAL BIKE INCORPORATED OVERVIEW