INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 1: Logging on to the SAP System
This material explains how to navigate in SAP systems. It is aimed at
Your
instructor
will show you
how to logof
onto
the system
andand
howother
to enter a new system if needed.
students
at universities,
universities
applied
sciences
educational institutions with no previous experience of SAP software. It
can be used in the classroom or for self-study.
On completion of the course, students will be able to navigate through the
user interface to work on business processes and case studies on their own.
The material also serves as a reference for occasional users of SAP
systems.
Getting Started
Find and double-click this icon on your desktop. If it is not there,
choose Start ► All Programs ► SAP Front End ► SAP Logon
A dialog box similar to the one
on the right appears. The list of
systems may be longer than in the
box shown here. Select the SAP
system specified by your lecturer
choose Log on or Enter.
The logon screen appears. The
system requests the client, your
password, and preferred
language.
SAP Logon
shown
dialog
and
user,
Client: _ _ _
User: _ _ _ _ _ _ _
Password: _ _ _ _ _ _ _
Language: _ _
Before you log on, you need to know the definition of the term “client.”
Client
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
SAP systems are client systems. With the client concept several separate
companies can be managed in one system at the same time.
Clients are the highest organizational level in the system. In business
terms, each client can represent a group of companies, a company, or a
firm – regardless of the size of the organization. In commercial,
organizational and technical terms, a client is therefore a self-contained
unit with separate master records and its own set of tables. In SAP systems,
different clients are identified by their client numbers.
Use the client number given by your instructor. For you to be able to log on
as a user, a user master record must be created for you in the relevant
client. For reasons of access protection, you must enter a password when
you log on. Your password entry is case-sensitive.
SAP systems are multilingual. Choose the language for your session in the
Language field. Then choose
or Enter.
Logon screen
When you log on for the first time,
the system requests you to change
your password. To confirm your
new password, choose
or
Enter.
The first time you log on you will
see a copyright note. Confirm it with
or Enter. The initial screen with
the SAP Easy Access menu appears.
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Initial Screen
This is the initial screen as described in more detail below.
Initial Screen
Menu Bar
Menus shown in the menu bar are related to the application you are using;
that is, they are context-sensitive. Most menus have submenus.
Standard Toolbar
Icons in the standard toolbar are available on all screens. Icons that you
cannot use in the current application are grayed out. When you hover the
cursor over an icon, a quick info text appears.
Title Bar
The title bar displays the name of the transaction you are currently using.
Application Toolbar
The application toolbar contains icons applicable to the transaction you are
currently using.
Menu Bar
Standard Toolbar
Title Bar
Application Toolbar
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
SAP Easy Access Menu
The SAP system displays the SAP
Easy Access menu on the start
screen as standard. It enables you
to navigate in the system using a
clear tree structure. Click on the
small arrows to expand the menu
tree. The menu tree is specific to
your role (business function in the
company).
Status Bar
The status bar shows information about the current system status as well as
warning and error messages.
SAP Easy Access Menu
Status Bar
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Logging Off
Choose System ► Log off to end the
current session. The confirmation
prompt shown on the right informs
you that unsaved data will be lost.
Once you are certain that you have
saved all entries, you can confirm the
prompt by choosing Yes.
Log off
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Introduction to ERP systems
Before you get started in the SAP system, you need to know the definition
of various terms in the ERP context.
Business scenario: a group of related business transactions belonging to a
particular organizational area that fulfill a related purpose in the company,
for example preparation of the balance sheet, personnel administration,
purchasing, service, or production.
Organizational unit: organizational grouping of areas of the company that
belong together for legal or other business reasons. Examples of
organizational units are company, sales office, and plant.
Master data: data stored in the system over a long period of time for
business processes. Examples are customer, material, and supplier.
Transaction data: transaction-specific data that is short-lived and assigned
to certain master data, for example a customer. Transaction data created
when executing transactions is stored as documents. Examples of
documents are sales order, purchase order, material document, and posting
document.
Transaction: an application program that executes business transactions in
the system, such as create sales order or post incoming payments.
ERP terminology
Business scenario
Organizational unit
Master data
Transaction data
Transaction
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Practical work with the SAP system
There are three ways of calling transactions in the SAP system.
SAP Easy Access Menu
You use the tree structure of SAP’s
Easy Access menu to navigate to a
transaction. You then double-click on
the transaction to run it.
Favorites
If you use a transaction frequently, you can use drag&drop to add it to your
favorites (or choose Favorites ► Add). You can then double-click it to run
it without having to navigate through the SAP Easy Access menu. Read the
Favorites chapter for more hints on the Favorites folder.
Transaction code
A transaction code is assigned to each transaction (not each screen) in the
SAP system. The Transaction code chapter has more hints on displaying
and finding these codes and other navigation options.
Note: The command field in
which you enter transaction
or
codes can be found in the topleft corner. Click the small arrow symbol to display/hide it.
The standard toolbar features five important icons:
Transaction concept
SAP Easy Access Menu
Favorites
Transaction code
Icons
Corresponds to the Enter key and confirms your entries
Saves your entries on the current screen/transaction
Corresponds to the Escape key and takes you to the
previous screen
Exits the current transaction
(also ) Cancels the transaction (in case of system problems)
When you leave a transaction
by choosing
,
, or ,
this dialog box may appear.
Make sure that there is no
unsaved data in your current
session and choose Yes to
acknowledge the message.
(also
)
In some cases it makes sense to work with two or more transactions at the
same time. In SAP systems, you can open up to six sessions simultaneously
with real parallel processing.
To open a new session, choose
or System ► Create Session.
To close a session, choose
or System ► End Session.
Sessions
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Several types of help are available in the SAP system. The most frequently
used ones are the F1 and F4 keys.
F1 provides you with explanations for fields, menus, functions, and
messages. In the F1 help, you can choose
to get technical information.
F4 gives you information and possible entries. You can also use the F4
help by choosing
directly right of a selected field.
The Help menu contains more help. Choose Application Help for contextsensitive help on the transaction you are
currently using. Choose SAP Library to
open the online SAP Library. You can
find it on the Internet at help.sap.com.
Choose Glossary to open the extensive
glossary of SAP terminology.
Help
F1 and F4 help
F1
F4
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Favorites
Besides adding transactions to your favorites, as described in the Practical
work chapter, you can add objects such as folders, reports, files, and Web
addresses.
By clicking Favorites with the right
mouse button, you can create your own
hierarchical folder structure.
You can also add other objects (URL,
BSP, mail system, SAP script). You
choose the applicable objects in the
dialog box and enter the relevant data
in the fields.
Here is an example of how to add a website to your favorites.
To add the SAP UA Community
Portal link to your favorites, click
Favorites with the secondary mouse
button. Choose Add other objects
then Web Address or File. In the
dialog box, enter a name and the URL
shown below. To confirm, choose .
Other Objects
Website
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Transaction codes
The quickest way to run a transaction in the SAP system is to enter the
transaction code. Every transaction has a code, which generally has four
characters. To find these, make the following settings.
If you know the code for a transaction, you can
enter it in the command field in the upper left
corner of your screen. After choosing Enter the
initial screen of the transaction appears.
You can use various control parameters to influence what happens to the
session when you call a transaction.
/n
Exits the current transaction
/i
Closes the current session
/o
Opens a new session
Transaction code
Transaction code field
/n
/i
/o
You may combine these with the transaction codes. For example, /oMM03
opens a new session and calls transaction Display Material.
You can also search for transactions (or transaction codes) in the SAP
system using transaction SEARCH_SAP_MENU.
Choose a text you would like to search for in the SAP Easy Access Menu
and click on .
The search results are displayed in a list. There you find the transaction
code (in some cases there are none assigned) and the path in the SAP Easy
Access Menu (read from bottom to top).
SEARCH_SAP_MENU
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Unit 1: Overview of Master Data, Sales Cycle, Procurement Cycle,
and the Financial Accounting functions.
This is Assignment 1, the first set of exercises for the course. In these
exercise, you will do an overview of the course work. You will create
master material for a vendor, a material, and a customer. In Lecture,
you will learn the importance and function of Master Data.
The next step is to create a customer quotation. This is the first step in the
Sales Cycle. The Sales Cycle is an important business process, and
is integrated with other business processes. One of those is Material
Requirements Planning, or MRP. In lecture you will see how MRP
works, and how it is used to insure proper stock levels.
Once you know what materials you need you will create a purchase order.
This is part of the Procurement Cycle. Procurement is the buying of
goods and/or services that the company needs, either to run or to
sell.
After receiving the goods, we must pay the vendor. This is the Accounts
Payable component of the procurement cycle. Accounts payable, or
A/P, is part of the financial accounting module.
The Sales Cycle is not complete until the goods are delivered. Delivery is
set up, and the warehouse functions are performed in order to send
the goods to the customer. Once the goods are sent out, a function
called Post Goods Issue is performed. That signals the end of the
delivery component of the Sales Cycle.
Once the goods have been issued, you can collect the payment from the
customer. This is part of the Accounts Receivable, or A/R, function.
Once the funds have been collected, the Sales Cycle ends. You will
check the status using the document flow screen on the sales order.
Exercise 2-20 will be done using a company code that is already configured
within the system. In this case, it is company code US00. This is the
last time you will use that company code. Starting with exercise 21,
you will configure a new company code.
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 2: Create Vendor Master
Within the exercises use your student number that was assigned to you for this course
wherever you see _ _ _
Navigation
Menu Path
Logistics  Materials Management  Purchasing  Master Data  Vendor 
Central  Create
Trans Code
XK01
Enter the following:

Leave vendor field blank

Company code: US00

Purchasing organization: US00

Account Group: KRED
Reference


Vendor: 110000

Company Code: US00
Purch. Organization: US00

(Enter)
 Title
Name
 Enter the vendor’s name
Search term
 Search term =
Address
 Postal code =
 City =
 Country =
 Region =
Communication
 Language =
select: Company
Your last Name Enterprise _ _ _
(Example: Wilder Enterprise 001)
_ _ _(Your Student Number)
68516
Lincoln
US
NE
English
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Then, click on
or
until you see the Create Vendor: Control screen.
In the Create Vendor: Control screen:
In the Tax information field group enter 12-3456### as Tax Number 2 –
remember to replace ### with your number. Confirm your entry and skip
the next screen (Create Vendor: Payment transactions) by clicking
or
twice.
In the Create Vendor: Accounting information Accounting screen:
Enter Recon. Account 300000. Then click on
or .
In the Create Vendor: Payment transactions Accounting screen:
Enter Payt Terms 0001, and select Chk double inv. Then click on
.
or
In the Create Vendor: Correspondence Accounting screen:
Enter your name as Clerk at vendor. Then click on
or .
In the Create Vendor: Purchasing data screen:
Enter USD as Order currency and 0001 for Terms of payment. Then click
on or .
There is no data to be entered in the Create Vendor: Partner functions
screen.
Click on
to save your vendor master record. The system will
automatically assign a unique number for your vendor.
Click on the exit icon to return to the SAP Easy Access screen.
Message
Record the
system
message:
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 3: Create Material Master
Navigation
Menu Path
Logistics  Materials Management  Material Master  Material 
Create (Special)  Trading Goods
Trans Code
MMH1
Enter the following information:
In the Industry Sector field, use the drop down to enter “Retail”
**Important! The following steps are done through the system menu, the menu across the top of the
screen. Do not click on the buttons, as they will not give complete information.
System Menu: Defaults  Industry sectors…


Select: Retail

Check Hide industry sector
(Enter)
System Menu: Default Views…
 Select the views:
Basic data 1
Sales: Sales Org. Data 1, Sales: Sales Org. Data 2
Sales: General/Plant Data
Purchasing
MRP 1, MRP 2, MRP 3
General Plant Data/Storage 1
Accounting 1
Make sure these are checked

(Enter)
System Menu: Default Organization levels…
 Select:
Copy from…
Plant:
MI00 (Miami)
MI00
Sales org:
UE00 (US East)
UE00
Distribution channel:
WH
WH
(If a Company Code Field is displayed, enter code for Miami in both locations)
Make sure this is checked

(Enter)
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP


Material CHLOK_ _ _

Change Number:

Copy from… leave blank
Leave Blank
(Enter)
Basic data 1 TAB
 On the Basic Data 1 tab, enter Chain Lock _ _ _ as a description (text field next to the material
number).
 As Base Unit of Measure, use the F4 help to find and select each (EA).
 In the Material Group field, select UTIL (Utilities).
 As division, choose AS (Accessories).
 In the Gross Weight field and in the Net Weight field, enter 65 and select Ounce (OZ) as Weight unit.
Then press Enter or click on .
(Enter)
Sales: Sales Org. 1 TAB
On the Sales: sales org. 1 tab, in the Delivering Plant field use the F4 help to find and select the Miami
plant (MI00). In the Tax data field group, in the left Tax classification column (the one that is editable =
white background color) select Exempt (0) for all three tax categories.

Select
In the Screen: Create pricing conditions (PR00) Scale
Enter the following:
 Scale quantity:
1
 Amount:
69.00

(Back)

On the Sales: sales org. 2 tab, select Matl statistics grp 1. Then press Enter.

On the Sales: General/Plant tab, select Availability check 02 (Individual requirements) and use the F4
help to choose Tansp. Grp 0001 (On pallets) and LoadingGrp 0002 (Handcart).

On the Purchasing tab, enter Purchasing Group N00 (North America).
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP

On the MRP 1 tab, select MRP type PD (MRP), MRP Controller 000, Lot size EX (Lot-for-lot order
quantity) and Minimum Lot Size 10.

On the MRP 2 tab, enter
 Planned Deliv. Time 6 (days) and select
 SchedMargin key 001.
 Safety Stock 25.

On the MRP 3 tab, check if the Availability check is set correctly to 02. Then, press Enter. Skip the
Plant data / stor. 1 view by clicking on

On the Accounting 1 tab, select Valuation Class 3100 (Trading Goods), enter Moving price 33.50.
Then, click on
to save your material.
Click on the exit icon
to return to the SAP Easy Access screen.
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 4: Create Customer Master
Navigation
Menu Path
Logistics  Sales and Distribution  Master Data  Business Partner 
Customer  Create  Complete
Trans Code
XD01
Enter the following information:

Account group: Sold-to party

Customer: (Leave blank)

Company code: US00

Sales organization: UE00

Distribution channel: WH

Division: AS
If Company code US00 shows up in the
reference section, delete it

(Enter)
You will create the following customer:
Address TAB
 Title:
 Name:
Search term
 Search Term:
Address
 Street/house number
 Postal Code:
 City:
 Country:
 Region:
Communication
 Language:
Company
(your last name) _ _ _ example Wilder 001
___
N. Orange / _ _ _
32804
Orlando
US
FL
English
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Click on the
icon in the Street Address box, then click on the search icon next to the
Transportation Zone field.
Enter Region East.

Select
(Financial Accounting)
Account Management TAB
 Rec. Account:
 Sort key:
110000
001
Payment transactions TAB

Terms of payment:
0001

Select
Sales TAB
Sales order
 Currency:
USD
Pricing/statistics
 Cust. Pric. Proc.:
 Cust. Stats. Grp:
1
1
Shipping TAB
Shipping
 Delivery priority:
 Order Combination:
 Shipping Conditions:
 Delivering Plant:
Partial deliveries
 Max.part.deliveries:
Billing Document TAB
Delivery and payment terms
 Incoterms:
 Terms of Payment:
Accounting
 Account Assign Group:
Accounting
 Tax Classification:




02
Selected
01
MI00
3
FOB, type in the description: Origin Shipping Dock
0001
01
0 for all three categories
(Save)
Record Customer Number ________________________
(Cancel) To return to SAP Easy Access Menu
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 5: Create Customer Quotation
Navigation
Menu Path
Logistics  Sales and Distribution  Sales  Quotation  Create
Trans Code
VA21
Enter the following information:

Quotation type:
Organizational Data
 Sales Organization:
 Distribution channel:
 Division:

QT
UE00
WH
AS
(Enter)
The ‘Item Overview’ screen of the quotation appears.
Enter the following information:
 Quotation:
Leave blank (system assigns number)
 Sold-to party:
Number from Creating a Customer
 Ship-to party:
Leave blank
 PO number:
___
Item overview Tab
 Valid to date:
 Material:
 Order quantity:

(Enter)

(Save)
Date = one month ahead of today’s date
CHLOK_ _ _
150
Record Quotation Number: ______________________

(Exit) To return to SAP Easy Access Menu
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 6: Create Sales Order with Reference to a Quotation
Navigation
Menu Path
Logistics  Sales and Distribution  Sales  Order  Create
Trans Code
VA01
Enter the following information:

Order type:
Organizational Data
 Sales Organization:
 Distribution channel:
 Division:
OR
UE00
WH
AS

Click on the

Note that the system defaults to the Quotation Tab. Enter the number of the quotation created in the
button.
previous exercise. (if you didn’t write it down, use the search icon
the “created by” field to find it.)

Select
Select the option that gives you a complete delivery on the proposed date.
Once you are at the Create Standard Order: Overview screen:


PO Number:
PO Date:
Sales Tab
 Delivering plant

123-_ _ _
Today’s date
MI00
(Enter) Enter through any warnings
Record the Net Value of the Sales Order: _____________________

(Save)
Record Order Number: ________________________

(Exit) To return to SAP Easy Access Menu
Record the system message:
Message
and your login user name in
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 7: Check Stock Status
Navigation
Menu Path
Logistics  Materials Management  Inventory Management 
Environment  Stock  Stock Overview
Trans Code
MMBE
Enter the following information:




Material:
Plant:
Display version:
CHLOK_ _ _
MI00
1
(Execute)

Select the Company Code line in the display.

Select

This will open a pop-up window showing the details of the inventory by stock type at the level you
selected.

Check the unrestricted use quantity (Unrestricted use) stock type

Check the sales orders quantity (Sales orders) stock type

Check the delivery quantity (Scheduled for delivery) stock type
Record the storage location and quantity of inventory for each Stock type:
Company Code
Stock Type
Stock
Unrestricted Use
Sales Orders
Scheduled for Delivery

(Exit) To return to SAP Easy Access Menu
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 8: Run Material Requirements Planning – Single Item, Single
Level
Navigation
Menu Path
Logistics  Materials Management 
Materials Requirements Planning (MRP)  MRP  Planning 
Single-Item, Single-Level
Trans Code
MD03
Enter the following information:


Enter material number:
Enter plant:
CHLOK_ _ _
MI00
MRP control parameters
 Processing key:
 Create pur. req.:
 Deliv. schedule:
 Create MRP list:
 Planning mode:
 Scheduling:
NETCH
2
3
1
1
1
Process control parameters
 Select
Display results before they are saved




(Enter)
A warning message appears - please check input parameters
(Enter) again to confirm and check the warning message
Review the MRP list
Note: Your MRP list may appear different depending on dates and orders.

(Save)

(Exit) To return to SAP Easy Access Menu
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 9: Convert Purchase Requisition to Purchase Order
Navigation
Menu Path
Logistics  Materials Management 
Materials Requirements Planning (MRP)  MRP  Evaluations 
Stock/Reqmts List
Trans Code
MD04
Enter the following information:
Individual access Tab
 Material:
 Plant:

CHLOK_ _ _
MI00
(Enter)


Select Purchase Requisition to be converted and click
or Double click on the purchase req to be converted.

Click on the

Enter Vendor number that you created in exercise 2 (You may have to enter Purch. Org US00 first.)
Enter the number to the right of word vendor
button
Org. Data Tab
 Purch. Org.
 Purch Group
 Company Code

(Details of Element)
US00
N00
US00
(Enter)

Single Click on Open Requisitions line in the left window

Then Select
(Adopt)
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP



Enter a Net Price:
Currency: USD
Increase the PO quantity to:



(Enter)
You may get a warning message asking if delivery date can be met. Click (Enter) to continue.
Record the amount of the purchase order from the Conditions Tab on the Header $ _____________

32.00
200
(Save)


Record the new purchase order number._____________________


Select the
(Refresh) button to refresh the Stock/Reqmts List
Notice the MRP elements change from the old PurReq to display the new POitem.

(Exit) To return to SAP Easy Access Menu
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 10: Create Goods Receipt
Navigation
Menu Path
Logistics  Materials Management  Inventory Management 
Goods Movement  Goods Receipt  For Purchase Order 
GR for Purchase Order (MIGO)
Trans Code
MIGO_GR
Enter the following information:


Enter your PO #
4500000???
(Execute)
(You will notice that the OK check box and SLoc are grayed out. Click on the item detail icon
to
minimize the item detail field, thus activating the item overview fields. Or you can use the item detail area
to update the information. Click Item OK at the very bottom and put in the storage location in the Where
tab. In futre exercises, you will have this same issue, however in those exercises you may have more
than one line item. If that is the case, only the line item that is displayed in the item detail section will be
grayed out in the item overview section. )

Ensure each line item OK is checked

Enter storage location
TG00
Notice that the quantity from the PO defaults as the quantity to receive.


Select
or
(Post)
(Exit) To return to SAP Easy Access Menu
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 11: Create Invoice Receipt from Vendor
Navigation
Menu Path
Logistics  Materials Management  Logistics Invoice Verification 
Document Entry  Enter Invoice
Trans Code
MIRO
Enter the following information:
Basic data Tab
 Invoice Date:
 Check your Company Code:
 Enter amount:
 Tax code:
 PO number:




Today's Date
US00
Enter amount from invoice
XI
(Enter your purchase order number – 4500000???)
(Enter)
Use the
button to see if the postings are correct.
(Post)
(Exit) To return to SAP Easy Access Menu
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 12: Post Payment to Vendor
Navigation
Menu Path
Accounting  Financial Accounting  Accounts Payable  Document Entry 
Outgoing payment Post
Trans Code
F-53
Enter the following information:

Document date:
Bank data:
 Account:
 Amount:
 Text:
Today
100000
Enter the amount of the outgoing payment from invoice
Invoice Number or other text
Open item selection:
 Account:
Enter your Vendor # (Created in Exercise 2)
 All other settings remain unchanged.

Select
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP




Review the balance.
(post)
Record the document number ______________________
(Exit)

Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 13: Create Delivery Note for Sales Order
Navigation
Menu Path
Logistics  Sales and Distribution  Shipping and Transportation 
Outbound Delivery  Create  Single Document 
With Reference to Sales Order
Trans Code
VL01N
Enter the following information:

Shipping point:
Sales order data
 Selection date:
 Order:
MI00
Enter a date 7 days from today
Enter the order number of the sales order created earlier

(Enter)
The system defaults the items and quantities from the sales order that are scheduled to be delivered.
Item Overview Tab
 Click on the line item 10

(Item Details)

(Back)
Picking Tab:
Verify system selected:
 Plant =
MI00
Enter the storage location for each item
 SLoc =
TG00

(Enter)

(Save)


Record the Outbound Delivery number: _________________
(Exit)
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 14: Check Stock Status
Navigation
Menu Path
Logistics  Materials Management  Inventory Management 
Environment  Stock  Stock Overview
Trans Code
Enter the following information:
Database selections
 Material:
 Plant:
 Display version:

CHLOK_ _ _
MI00
1
(Execute)

Select the plant line in the display.

Select

This will open a pop-up window showing the details of the inventory by stock type at the level you
selected.

Check the unrestricted use quantity (Unrestricted use) stock type

Check the sales orders quantity (Sales orders) stock type

Check the delivery quantity (Scheduled for delivery) stock type
Record the storage location and quantity of inventory for each Stock type:
Plant
Storage Location
Stock Type
Stock
Unrestricted Use
Sales Orders
Scheduled for Delivery

(Exit)
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 15: Picking Materials on Delivery Note
Navigation
Menu Path
Logistics  Sales and Distribution  Shipping and Transportation 
Outbound Delivery  Change  Single Document
Trans Code
VL02N
Enter the following information:

Outbound Delivery

(Enter)
Outbound delivery number from the previous exercise.
The material delivery quantity is proposed.
Picking Tab

Enter Pick quantity to match the proposed delivery quantity

Verify that the storage location is Inventory

(Save)

(Exit)
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 16: Post Goods Issue
Navigation
Menu Path
Logistics  Sales and Distribution  Shipping and Transportation 
Outbound Delivery  Change  Single Document
Trans Code
Enter the following information:

Outbound Delivery

Select
Outbound delivery number from the previous exercise.
The system returns a message indicating change to the delivery note.

(Exit)
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 17: Check Stock Status
Navigation
Menu Path
Logistics  Materials Management  Inventory Management 
Environment  Stock  Stock Overview
Trans Code
Enter the following information:
Database selections
 Material:
 Plant:
 Display version:

CHLOK_ _ _
MI00
1
(Execute)

Select the plant line in the display.

Select

This will open a pop-up window showing the details of the inventory by stock type at the level you
selected.

Check the unrestricted use quantity (Unrestricted use) stock type

Check the sales orders quantity (Sales orders) stock type

Check the delivery quantity (Scheduled for delivery) stock type
Record the storage location and quantity of inventory for each Stock type:
Plant
Storage Location
Stock Type
Quantity
Unrestricted Use
Sales Orders
Scheduled for Delivery

(Exit)
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 18: Bill Customer
Navigation
Menu Path
Logistics  Sales and Distribution  Billing  Billing Document  Create
Trans Code
VF01
The system will default the last delivery document created.

(Execute)
The system displays the customer and the materials on the delivery with total values to be billed.


Record the total amount billed to the customer: $____________________ (net value)
(Save)
Record the billing document number that is displayed at the bottom of the screen ________________

(Exit)
Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 19: Post Receipt of Customer Payment
Navigation
Menu Path
Accounting  Financial Accounting  Accounts Receivable 
Document Entry  Incoming Payments
Trans Code
F-28
Enter the following information:



Document Date:
Company Code:
Currency/Rate:
Today’s date
US00
USD
Bank data:
 Account:
 Amount:
100000
Enter the amount of the payment (from sales order)
Open item selection
 Account:
Enter Your customer # (Created in Exercise 4)

Select
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP




Review the balance.
(Save)
Record the document number ______________________
(Exit)

Record the system message:
Message
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP
Exercise 20: Document Flow
Navigation


Menu Path
Logistics  Sales and Distribution  Sales  Order  Display
Trans Code
VA03
Enter your order number.
Select the following from the System Menu: Environment  Display document flow
The system displays a list of documents associated with the order.

Click on the line of the GD goods issue: delvy 49000….###

Select

Select

to view the account postings for this goods movement.
(Back) twice to get to the overview screen
It can be seen that the:
1. The entire document flow is shown.
2. There are no open documents.
3. The business cycle is complete.
Note: You can view the document flow from the Sales Order, Delivery or Billing screens.

Click on the line of the Standard Order

Select the

The document flow can be seen in greater detail.

Click on the line of the Outbound Delivery

Select the


(Continue)
(Exit) Twice To return to SAP Easy Access Menu
Trans Code SPRO
Enter the following information:
INTRODUCTION TO ENTERPRISE RESOURCE PLANNING USING SAP


Click on the
Company Code



(Enter)
Sending company code
Paying company code

(Save)

(Back twice)
Record the system message:
Message
button.
C_ _ _
C_ _ _ (your company code)
C_ _ _ (your company code)