Introduction to SAP S/4HANA
Next Generation Business Suite
Curriculum Information
i
Curriculum Version
 GBI 3.3 (July 2019)
 Software used
• S/4HANA 1809
 Prerequisites
•
/
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
2
Module Information
Authors
 Babett Ruß
Target Audience
 Beginner to advanced
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
3
Module Information
Learning Objectives
At the completion of this module, you will:
 Describe the SAP vision of the Intelligent Enterprise
 Be able explain the basic concepts of an Enterprise Resource Planning solution based on the
SAP S/4HANA system.
 Explain how to use the SAP Fiori User Interface to interact with the S/4HANA system
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
4
Agenda

SAP – The Intelligent Enterprise

Fast Facts about SAP S/4HANA

What´s New?

Transition to SAP S/4HANA

Guess What
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
5
Agenda

SAP – The Intelligent Enterprise

Fast Facts about SAP S/4HANA

What´s New?

Transition to SAP S/4HANA

Guess What
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
6
SAP – The Intelligent Enterprise
 Market leader in enterprise application software
 One of the world largest independent software manufacturer
 400,000 satisfied Customers in 190 countries
 SAP enables companies to
• Streamline processes
• Use live data
Intelligence will reinvent industries and
change business forever
• Predict customer trends
• Connect entire businesses
Best-run technologies and solutions
deployed end-to-end for your industry.
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
7
SAP – Run Simple
 A Short History

SAP joins the Internet

SAP R/3 can now be
used online
2002
1995/96

Development SAP R/3

SAP presents at the
CeBIT Hanover
30th Birthday of SAP

3rd largest independent
software provider
1993/94

Partnership with Microsoft  connecting
SAP R/3 with Windows NT operating
system

IBM Corporation is now using SAP R/3
1986-89
1981/82


Introduction SAP R/2
1972

Foundation of SAP

Development of real-time
data application software
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
8
SAP – Run Simple
 A Short History
2015

Implementation of 1st SAP
in-memory computing product
2013
 SAP HANA platform


Data access possible in seconds
2011
2009

2005/06

Announcment of
release SAP ERP
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
SAP Business Suite moves to
SAP HANA  fastest growing
product in history of enterprise
software
Launching Business Suite 7
 optimization of business
performance
 reduce IT costs
9
Agenda

SAP – The Intelligent Enterprise

Fast Facts about SAP S/4HANA

What´s New?

Transition to SAP S/4HANA

Guess What
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
10
What´s New?
 SAP S/4HANA …
… is the next generation Business Suite
1979
1992
… is the biggest innovation since SAP R/3
… connects people, business networks and devices
2004
R/2
… works in real time
2015
R/3
ERP
S/4HANA
… represents efficiency, simplicity and innovation
… master data is managed centrally, for example partners, customers
and vendors
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
11
Fast Facts about SAP S/4HANA
Enterprise Resource Planning (SAP ERP)
 Enables a company to support and optimize its business processes
 Helps the organization run smoothly
 Real-time environment, Scalable and flexible
 Collections of logically related transactions within
identifiable business functions
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
Buy
(MM)
Track
(CO)
People
(HCM)
Sell
(SD)
Maintain
(EAM)
Make
(PP)
Store
(WM)
Track
(FI)
Projekt
(PS)
Services
(CS)
12
Fast Facts about SAP S/4HANA
Data Types in ERP Systems
?
…
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
?
…
?
…
13
Fast Facts about SAP S/4HANA
Data Types in ERP Systems
Organizational
Data
Master Data
Transaction
Data
Company Code
Person
Purchase Order
Plant
Material
Invoice
Storage Location
Customer
Quotation
Distribution Channel
Vendor
Sales Order
Purchasing
Organization
Work Centre
Transportation Order
…
…
…
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
14
Fast Facts about SAP S/4HANA
Organizational Unit
SAP Terminology:
Enterprise
Company
Client
Subsidiary
Company Code
Plant
Plant
Sales Organization
Sales Organization
Sales Organization
Division
Storage Location
Department
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
Division
Business Area
Storage Location
15
Fast Facts about SAP S/4HANA
Master Data
 Stored for a long time and seldom changed
 Represent logically grouped data like:
• Customer Master
• Material Master
• Vendor Master
• General Ledger accounts
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
16
Fast Facts about SAP S/4HANA
Transaction Data
 Transaction data is the system record of business event.
 Depending on the business event, different master data and
organizational data will be referenced
 For example, during a sales order business event, the
following data is stored
• Organizational level: client, company code, sales organization
• Master data: customer, material, pricing (condition)
• Situational data: date, time, person, amount
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
17
Fast Facts about SAP S/4HANA
Documents
 Transactions are data sets that are generated if a business transaction was executed.
 Is a record of the business transaction
 Includes all relevant predefined information from the master data and organizational entities
 Example:
• Sales Document
• Purchasing Document
• Material Document
• Accounting Document
Document Flow
 The document flow as well as the order status
allow the setting of the status at any point in time
 SAP revises the status every time a change in a
document takes place
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
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Fast Facts about SAP S/4HANA
Digital Transformation - Why?
Changing the
way of life
Empowered &
Informed Customer
Customer
s
Simulation
Forecasting
Research
Contact to the
companies by
social media etc
New
possibilities
Drivers of
Change
IoT
Companies
Technology
New
organization
units
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
Changing
customer
expections
Big
Data
Cloud
Mobility
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Fast Facts about SAP S/4HANA
 S/4HANA is the digital core of the company
that enables digital transformation.
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20
Digital Platform unlocks data-driven intelligence and innovation
Next generation data
management
expands SAP HANA
in-memory database
to address structured
and unstructured
data use cases and
external data
SAP HANA powers
SAP Applications as
the foundation of
high performance
data warehousing
and analytics
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
Data Hub provides
data orchestration
and meta data
management across
heterogeneous data
sources
Platform for extending
the business processes
of our Intelligent Suite
and enabling new
innovations
Delivering deep
data and process
integrations
through APIs and
microservices
Marketplace for
ecosystem to build
new innovations
leveraging APIs
and Business
Services
21
4th Generation Customer Experience Suite SAP C/4HANA
Trusted, personalized customer experience by giving customers transparency & control over their data
Unified Intelligent User Experience
Conversational, Contextual and Intelligent UX
Built-in
Intelligence
SAP Marketing Cloud
SAP Commerce Cloud
SAP Sales Cloud
SAP Service Cloud
Market with Intelligence in the
Moment
Personalized Shopping Experience
across Touchpoints
Build Relationships and guide
Customers throughout their journey
Make Customers happy
SAP Customer Data Cloud
Build Customer Trust and Loyalty
SAP Cloud Platform Extension Factory
Microservices
Internet of Things
Extensions
Cloud-native Microservice based universal Extension Framework.
Machine Learning
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
Integration
Blockchain
22
Fast Facts about SAP S/4HANA
Back to Standard
Cloud
Modifications
ERP
Any DB
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
Simplification
On-Premise
23
SAP S/4HANA Architecture
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
24
Fast Facts about SAP S/4HANA
On-Premise vs. Cloud
 SAP S/4HANA …
… Choose between Cloud and On-Premise
• Cloud and On-Premise can be used hybridly
without losing the company´s integration
• Possible migration of SAP Business Suite customers
SAP Fiori
SAP S/4HANA Core
SAP HANA
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
25
Fast Facts about SAP S/4HANA
On-Premise vs. Cloud
Subscription Licensing
 Deployment in the private cloud,
maintained by SAP
Traditional licensing
 Traditional licensing with customer
control of deployment and maintenance
• SAP provides system and controls
maintenance
• Private control of deployment and
maintenance
• Automatic participation in quarterly
innovation upgrades
• Hardware at companies location
• Privately controlled data
• In-App extensibility with limited ABAP
• Fewer release cycles
• Current release cycles
• Individual requirements possible
• SAP ERP embedded
• Traditional ABAP extensibility up to core
modification
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
26
Agenda

SAP – The Intelligent Enterprise

Fast Facts about SAP S/4HANA

What´s New?

Transition to SAP S/4HANA

Guess What
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
31
What´s New?
 SAP S/4HANA …
… works with in-memory
… has a new and modern design
… works with new technology
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
In-Memory
Database
Fiori
OLAP + OLTP
together
•
•
•
•
Column Store
In-Memory Processing
Compression
Parallel Processing
•
•
Hardware independence
Mobile devices
•
Real-time analytics on
current data
Consolidated forecasts
including actual and planned
cash data
•
32
What´s New?
Innovation & Simplification
Compression
SAP HANA
Real-Time
Simplified
OLAP + OLTP
together
SAP FIORI
Any Attribute as an
Index
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
33
What´s New?
SAP HANA
 SAP HANA is an In-Memory Database that allows you to process data very fast
 But SAP HANA can do way more with its different processing engines
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
34
What´s New?
Real Time Simplification
•
Example of data compression
Traditional DB
593 GB
on HANA
118,6 GB
S/4 HANA
42,4 GB
Traditional Database Architecture
Principles of the S/4HANA Data
Model
•
Normalized data modeling third
normal form
•
Storage of data in
denormalized form
•
Avoid unwanted redundancies
•
Single source of data
•
Avoid inconsistencies and
anomalies
•
No longer need for redundant
data storage for tasks such as
aggregation
•
Processing of aggregation and
analytics on the fly
•
Check for inconsistencies and
anomalies due to
denormalization are no longer a
critical task
Disadvantages

A typical booking transaction
addressed 15 tables.
 Now it only impacts 4 tables.
BKPF
BSEG
BSEG
BSEG
BSIS
BSIS
BSIK
BSET
LFC1
GLT0
GLT0
GLT0
COBK COEP
COSP
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.

Frequent use of redundant data
to increase the performance of
e.g. data aggregation
Higher effort to update
redundant data
35
What´s New?
SAP FIORI
 SAP S/4HANA … provides SAP Fiori user experience and interface
• Independent of hardware
• Real-time
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
36
What´s New?
SAP FIORI
 SAP Fiori offers three application types:
 Transactional Apps:
• Access to tasks like create, change or display process
with guided navigation
 Analytical Apps:
• Visual overview about business data
 Factsheet:
• View essential information about objects and contextual
navigation between related objects
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
37
Agenda

SAP – The Intelligent Enterprise

Fast Facts about SAP S/4HANA

What´s New?

Transition to SAP S/4HANA

Guess What
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
38
Transition to SAP S/4HANA
New
Implementation
System
Conversion
Landscape
Transformation
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
ERP System
Non-SAP System
ERP System
SAP S/4HANA
ERP System – Region A
ERP System – Region B
ERP System – Region C
39
Agenda

SAP – The Intelligent Enterprise

Fast Facts about SAP S/4HANA

What´s New?

Transition to SAP S/4HANA

Guess What
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
43
Guess What…
… Which of the following statements regarding SAP S/4HANA On-Premise are true?
 SAP provides system and controls maintenance
 Privately controlled data
 Automatic participation in quarterly innovation upgrades
 Hardware at companies location
 Fewer release cycles
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
44
Guess What…
… Which of the following statements regarding SAP S/4HANA On-Premise are true?
 SAP provides system and controls maintenance
 Privately controlled data
 Automatic participation in quarterly innovation upgrades
 Hardware at companies location
 Fewer release cycles
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
45
Guess What…
…On which of the following key concepts is SAP S/4HANA mainly based?
Distributed data storage
Simplified data model
Extended upgrade cycles
Guided configuration
SAP Fiori-Enabled user interaction
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
46
Guess What…
…On which of the following key concepts is SAP S/4HANA mainly based?
Distributed data storage
Simplified data model
Extended upgrade cycles
Guided configuration
Completely SAP Fiori-Enabled user interaction
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
47
Guess What…
… SAP Fiori offers in S/4HANA different application types. Which of the following
statements are true?
With SAP S/4HANA Factsheet you can view essential information about objects and contextual
navigation between related objects
Since SAP S/4HANA you are able to use WebGUI
Transactional Apps provides an visual overview about business data
Access to tasks like create, change or display process with guided navigation are given by
Analytical Apps
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
48
Guess What…
… SAP Fiori offers in S/4HANA different application types. Which of the following
statements are true?
With SAP S/4HANA Factsheet you can view essential information about objects and contextual
navigation between related objects
Since SAP S/4HANA you are able to use WebGUI
Transactional Apps provides an visual overview about business data
Access to tasks like create, change or display process with guided navigation are given by
Analytical Apps
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
49
Guess What…
… Which of the following statements regarding SAP S/4HANA are true?
 SAP S/4HANA provides scalable, real-time, predictive and simulation capabilities
 SAP S/4HANA is only available as a cloud solution
 SAP S/4HANA is made for siloed, non-integrated business
 SAP S/4HANA enables instant, contextual information and a personal experience
 SAP S/4HANA is SAP´s new suite to help customer reimagine their business
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
50
Guess What…
… Which of the following statements regarding SAP S/4HANA are true?
 SAP S/4HANA provides scalable, real-time, predictive and simulation capabilities
 SAP S/4HANA is only available as a cloud solution
 SAP S/4HANA is made for siloed, non-integrated business
 SAP S/4HANA enables instant, contextual information and a personal experience
 SAP S/4HANA is SAP´s new suite to help customer reimagine their business
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
51
Guess What…
… Which of the following are top capabilities in the Real-Time Inventory Management use case from
an IT perspective?
No aggregate tables
 Reduced memory footprint
 Separation of data entities
Highest possible data consistency
 Unlimited backups for inventory data
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
52
Guess What…
… Which of the following are top capabilities in the Real-Time Inventory Management use case from
an IT perspective?
No aggregate tables
 Reduced memory footprint
 Separation of data entities
Highest possible data consistency
 Unlimited backups for inventory data
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
53
Guess What…
… Which types of integration are currently available between SAP S/4HANA and other cloud solutions
from SAP?
Hybris
 Ariba
 SAP Business One
Successfactors
 SAP S/4HANA integration to SAP Business ByDesign
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
54
Guess What…
… Which types of integration are currently available between SAP S/4HANA and other cloud solutions
from SAP?
Hybris
 Ariba
 SAP Business One
Successfactors
 SAP S/4HANA integration to SAP Business ByDesign
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
55
Thank you!
Global Bike
Curriculum: Introduction to S/4HANA using Global Bike
Teaching material - Information
i
Teaching material - Version
 3.3 (Mai 2019)
 Software used
• SAP S/4HANA 1809
 Model
• Global Bike
 Prerequisites
•
No Prerequisites needed
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
2
Module Information
Authors
 Simha Magal
 Stefan Weidner
 Jeff Word
Target Audience
 Beginner
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
3
Module Information
Learning Objectives
At the completion of this module, you should be able to:
 Describe the story of the Global Bike Group
 Draw the organisational structures of the Global Bike Group
 Describe the essential characteristics of the products and business partners of the Global Bike
Group.
 List the business processes of the Global Bike Group.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
4
Agenda
 Global Bike Group
 Organizational Structure
 Products
 Business Partners
 Business Processes
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
5
Global Bike Group
 Background:
• Global concern using full ERP capabilities
• Consists of two companies located in the US and in Germany
 History:
•
•
•
•
•
•
•
John Davis won numerous mountain bike championships in the US
In 1990, started his own mountain bike company (Frankenstein Bikes)
Peter Schwarz grew up on road bikes in the Black Forest, Germany
As a student, he engineered ultra-light composite frames
In 1993, started his own bike frame company (Heidelberg Composites)
Both met in 2000
In 2001, merged to form Global Bike Inc.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
6
Global Bike Group
 Strategy:
• John and Peter are Co-CEOs
• John is responsible for (in terms of reporting)


Sales, Marketing, Service and Support, IT, Finance, and Human Resources
sells products and brings in money
• Peter is responsible for


Research, Design, Procurement, and Manufacturing Groups
builds products and spends money
• World-class bicycle company serving both the professional and “prosumer” in touring and off-road racing.
• Focus on:



Quality
Toughness
Performance
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
7
Agenda
 Global Bike Group
 Organizational Structure
 Products
 Business Partners
 Business Processes
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
8
Organizational Structure (Overview)
Concern
Global Bike Group
Co-CEO John Davis
Co-CEO Peter Schwarz
Global Bike Inc.
Dallas
Miami
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
San Diego
Global Bike Germany GmbH
Heidelberg
Hamburg
Companies
Locations
9
Organizational Structure (Human Resources)
 Employees (US and Germany)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
10
Agenda
 Global Bike Group
 Organizational Structure
 Products
 Business Partners
 Business Processes
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
11
Products
 Trading Goods
 Raw Materials
• Accessories


Safety Gear
Other
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
12
Products
 Semi-Finished Goods
 Finished Goods
• Touring Bikes (Deluxe, Professional) in three colors
• Off-Road Bikes (Men, Women)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
13
Agenda
 Global Bike Group
 Organizational Structure
 Products
 Business Partners
 Business Processes
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
14
Business Partners
 Customers (US and Germany)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
15
Vendors (US and Germany)
 Vendors (US and Germany)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
16
Agenda
 Global Bike Group
 Organizational Structure
 Products
 Business Partners
 Business Processes
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
17
Business Processes
 Sell – Fulfillment
 People – Human Capital Management
 Buy – Procurement
 Store – Inventory and Warehouse Management
 Make – Production
 Maintain – Enterprise Asset Management
 Track – Financial Accounting
 Service – Customer Service
 Track – Controlling
 Project – Project Management
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
18
Cross-functional Integration
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19
Process Integration (example)
 Order-to-Cash Process
• Sales and Distribution (SD)
• Materials Management (MM)
• Financial Accounting (FI)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
20
Process Integration (example)
 Procure-to-Cash Process
• Materials Management (MM)
• Financial Accounting (FI)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
21
Navigation
SAP University Competence Center Magdeburg
01. Mai 2019
Teaching material - Information
i
Teaching material - Version
▪ GBI 3.3 on S/4HANA 1909 / May 2019
▪ Software used
• S/4HANA 1809
• Fiori 2.0
▪ Model
• Global Bike
▪ Prerequisites
•
No Prerequisites needed
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
2
Module Information
Authors
▪ Babett Ruß
Target Audience
▪ Beginner
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
3
Module Information
Learning Objectives
At the end of this chapter you can
▪ Log on to the Fiori Launchpad
▪ Describe the FLP elements of tile groups, tiles, help and search
▪ Apply personal system settings,
▪ Effectively use help
▪ Understand the difference between the transactional, analytical and Fact Sheet Fiori app
types.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
4
Log on to an SAP system
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
5
SAP Fiori Launchpad (FLP)
User
Options
Page
Company Logo
Global Search
Tile Groups
Fiori Tile
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
6
Fiori app example - Sales Order
Header Data
Item
overview
Item
Details
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
7
Help Functions in ‘classic‘ Fiori Apps
F1: Description of input fields
F4: Value list
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
8
SAP Help Portal - https://help.sap.com
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
9
Edit Launchpad
In this area, you can add and delete apps or
change the names of existing ones. Please note
that you can only include apps that you are
authorized to use.
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
10
Change Appearance
In this area, you can change the screen colour
theme.
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
11
Search Function
Using the SAP Enterprise Search, you can search
for any master data, transaction data or apps.
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
12
Fiori Apps
Transactional Apps
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
Analytical Apps
Fact Sheet Apps
13
Multiple Selection
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
14
Summary
You are now able to:
▪ Log on to the Fiori Launchpad
▪ Describe the FLP elements of tile groups, tiles, help and search
▪ Apply personal system settings,
▪ Effectively use help
▪ Understand the difference between the transactional, analytical and Fact Sheet Fiori app types.
© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved.
15
Thank you!
Babett Ruß
SAP UCC Magdeburg
s4hana@ucc.ovgu.de
CASE STUDY
Navigation in SAP S/4HANA
Introduction to Navigation in SAP solutions on the example of SAP
S/4HANA.
Product
MOTIVATION
LEARNING METHOD
SAP S/4HANA
On-premise
SAP Fiori
This material explains how to
navigate in SAP S/4HANA systems
using the SAP Fiori apps. It is
aimed at students at universities,
universities of applied sciences
and other educational institutions
with no previous experience of
SAP Fiori. It can be used in the
class or for self-study.
Before you use this case study, you
need to have an SAP S/4HANA user
account.
Level
Beginner
Focus
Navigation in SAP
S/4HANA Fiori 2.0
Authors
Babett Ruß
Stefan Weidner
Version
3.3
Last Update
May 2019
After completion of the course,
students will be able to navigate
through the SAP Fiori interface to
work on business processes and
case studies on their own.
Furthermore, this material serves
as a reference for occasional users
of SAP systems.
The learning method used is guided
learning. This is a suitable method
because navigating in SAP systems
is a fundamental skill but also very
complex.
The benefit of this method is that
knowledge is imparted quickly.
Students also acquire practical skills
and competencies. Similar to a case
study, this method explains a
process or procedure in detail.
By using exercises at the end of each
part, students can put their
knowledge into practice and gain a
sustainable understanding of the
underlying processes.
© SAP UCC Magdeburg
CASE STUDY
Table of Contents
STEP 1: LOGGING IN TO SAP S/4HANA .....................................................................................................................3
STEP 2: THREE SAP FIORI APP TYPES ........................................................................................................................5
STEP 3: ORGANIZATION AND COMPOSITION OF THE LAUNCHPAD ..........................................................................9
STEP 4: ADD FAVORITES TO YOUR OWN GROUP ................................................................................................... 16
STEP 5: SET SETTINGS ............................................................................................................................................ 24
STEP 6: TRANSFER DATA INTO EXCEL ..................................................................................................................... 30
STEP 7: SENDING E-MAILS...................................................................................................................................... 32
STEP 8: LOGGING OFF SAP S/4HANA ..................................................................................................................... 34
LEARNING SNACKS ................................................................................................................................................ 36
© SAP UCC Magdeburg
Seite 2
CASE STUDY
Step 1: Logging in to SAP S/4HANA
Task Log in to the system.
Time 10 Min.
Launch a web browser and use the link provided by your instructor to log in.
Alternatively, you can use the SAP GUI. Enter the SAP Easy Access Menu
and click on the Fiori Launchpad in your favorites.
In the log in screen enter your UserID, password, EN should be defaulted for
Language, and enter your client number. Click on Log On.
When you log in for the first time, you are requested to change your
password. Enter a password of your choice, confirm it and click change.
© SAP UCC Magdeburg
SAP Fiori Launchpad
User name
Password
Client
English
Password of your
choice
Seite 3
CASE STUDY
The next screen verifies the password change. Click on Continue to reach the
SAP S/4HANA home page which is also called the Launchpad. The
Launchpad represents the starting point to navigate through all applications
and shows all the SAP Fiori apps you are authorised to use. Furthermore, the
Launchpad provides an Enterprise Search tool to find more SAP Fiori apps,
transaction data, or master data. All SAP Fiori apps are presented as tiles and
grouped into different business process groups like Project Management or
Financial Accounting.
Continue
Whenever you are in a App and you would like to get back to the Launchpad,
home button
you can press the home button
© SAP UCC Magdeburg
in the upper left corner.
Seite 4
CASE STUDY
Step 2: Three SAP Fiori app types
Task Get familiar with the three different SAP Fiori app types provided by the
Launchpad.
Time 10 Min.
The SAP S/4HANA Fiori Launchpad enables you to use all SAP functions
online using a computer or using a mobile device. You can access SAP
S/4HANA from tablets or smartphones to perform simple tasks on your
mobile device. Furthermore, the SAP Fiori apps provide personalized and
faster access to all business processes.
SAP Fiori apps are divided into three different types: Transactional Apps,
Analytical Apps, and Fact Sheets.
Transactional Apps:
Transactional Apps are used to perform discrete tasks in
a business process or entire business processes including
leave or travel requests or purchase orders.
One example of a Transactional App is: My Purchasing Document Items
which can be found under the Materials Management tab at the top of screen.
My Purchasing
Document Items
Using this app, you can search for a particular purchase order created in the
system. Search for Global Bike’s Miami distribution center and click GO. You
should be abel to see two items ordered from Olympic Protective Gear
supplier and both materials have been received.
© SAP UCC Magdeburg
Seite 5
CASE STUDY
To get back to the Launchpad, press the home button
corner.
in the upper left
Analytical Apps:
These apps provide role-based real time information about business
operations. They create visual overviews and enable you to use complex
calculations to react to global market changes. Analytical Apps combine the
power of SAP HANA and the ERP suite in S/4HANA. There are two types of
analytical apps: SMART Business and Virtual Data Models. SAP SMART
Business apps monitor Key Performance Indicators (KPIs) in real time and are
flexible to market changes. Virtual Data Models are used to perform queries
on enterprise data and present the results in a Fiori app.
The Sales Order Fulfillment tile shown below in the Sales and Distribution
section is an example of an Analytical App. Click on the Sales Order
Fulfillment app. You may see that there are Sales Order Fufillment issues in
your client but you may not.
Sales Order Fulfillment
The screenshot below shows all sales orders in the system.
After you perform the order-to-cash case study, you will see more data insight
with this app. With the graphic, it is easy to identify the locations of different
sales orders. You can select all the orders that have the status In Order by
choosing
.
Note It is possible that you see more or less sales orders. Depending on the
case studies you solved before.
© SAP UCC Magdeburg
Seite 6
CASE STUDY
To get back to the Launchpad, press the home button
corner.
in the upper left
home button
Another example of an Analytical App is Manage Stock. Click on the app.
ManageStock
For material fill in DXTR1### and make sure Dallas DL00 is selected for
plant.
DXTR1###
DL00
Click on
.
To show the stock history of the plant in Dallas click on the blue and green
lines under
.
To get back to the Launchpad, press the home button
corner.
in the upper left
Fact Sheet Apps:
Fact Sheet Apps provide key information and detailed facts of any business
operation. They also allow you to navigate one Fact Sheet to all its related
Fact Sheet or to connect to other Transactional Apps.
The three Apps mentioned above are arranged in static and dynamic apps.
© SAP UCC Magdeburg
Seite 7
CASE STUDY
Dynamic Apps
The Manage Sales Order app is a dynamic app. At the moment Global Bike
has 3 different Sales Orders. If you would create another sales order the
number would raise to 4. You might see a number larger than 3 because other
students may have already created additional orders.
To get back to the Launchpad, press the home button
corner.
in the upper left
home button
Static Apps
The app List Sales Orders is an Static app. With this app you can also view
sales orders, but you can´t see how many sales orders GBI has at the start
Launchpad.
To get back to the Launchpad, press the home button
corner.
© SAP UCC Magdeburg
in the upper left
home button
Seite 8
CASE STUDY
Step 3: Organization and Composition of the Launchpad
Task Acquaint yourself with options and elements of the Launchpad.
The top of the Launchpad includes a search function as well as a setting
button.
Time 10 Min.
Local Layout
The search function enables you to run a global search or to look for other
available SAP Fiori Apps. Due to this search function in SAP S/4HANA,
transaction codes are no longer necessary.
Enter Order* as a search term and press Enter. The * represents a wildcard.
Click on the tile named Show More Apps to see all search results.
© SAP UCC Magdeburg
Order*
Show more Apps
Seite 9
CASE STUDY
You can see any tile that has anything to do with an order (whether it’s a
sales order, purchase order, plant maintenance order, etc.) Click on the home
button to get back to the Launchpad.Click on the home button to get back to
the Launchpad.
home button
All SAP Fiori Apps are depicted as tiles and grouped together. Several tiles
give a preview of the content of this specific business process without
opening the app.
To see all tile groups listed, click on
in the top right corner. All groups
listed are those necessary for your case studies and exercises. The number of
tile groups may vary depending on your role.
Please have a look at the group Materials Management. Fiori apps are listed
such as Manage Stock or Display Supplier Balances.
© SAP UCC Magdeburg
Seite 10
CASE STUDY
You have the option to only show one group on the Homepage, or you can
show all the tiles of the groups underneath each other.
Select the personalize icon
clicking on
next to the SAP Logo. Open the setting by
. In the settings choose
.
To only see tiles from one group select Show one group at a time or Show
all content to display all groups. Select
© SAP UCC Magdeburg
to save your change.
Seite 11
CASE STUDY
Your Launchpad should now just show tiles from one group.
Change it back to the standard Show one group at a time.
© SAP UCC Magdeburg
Seite 12
CASE STUDY
Another way to navigate is through the drop down menu on the top of your
Launchpad.
Click on
at the top of your Launchpad.
In the pop-up select Home Page Apps.
On the left side you will now see all module groups. On the right side you
will see all apps from the selected module group.
© SAP UCC Magdeburg
Seite 13
CASE STUDY
To close the pop-up either click again on Home or outside of the pop-up.
Depending on the app you can use this inside the app to navigate to another
one or go back to the homepage.
This functionality is just available with Transactional Apps, Analytical Apps
and Fact Sheets. Please note that some of the apps you are using are still
WebGUI. This is indicated by the fact that they open in an extra window.
Fiori apps give you the ability to navigate from one app to another app.
Select the app My Purchasing Document Items.
Select the navigation menu
and than click
.
© SAP UCC Magdeburg
Seite 14
CASE STUDY
Click on
. Now you have the
ability to navigate to all apps from the different groups of your launchpad.
Click an the Navigation group.
Choose the app
.
To get back to the Launchpad, press the home button
corner.
in the upper left
There is another way to navigate from a Fiori App to the Fiori Lauchpad.
Select the My Purchasing document item app again.
Select the navigation menu
.
Click on
.
Stay in the Launchpad for the next task.
© SAP UCC Magdeburg
Seite 15
CASE STUDY
Step 4: Add favorites to your own group
Task Create your own group with your favorite apps.
Time 10 Min.
Next to the SAP Logo you find your personalize button
. By clicking on
it, you can display and change your account settings and dpersonalize your
Launchpad.Click on Edit Home Page. This mode allows you to rearrange
tiles, move them to other tile groups, and label them as you wish.
You can click on one of the tiles and move the tile to a preferred folder.
© SAP UCC Magdeburg
Seite 16
CASE STUDY
Use Drag & Drop to move the app Create Material to the My Home group.
© SAP UCC Magdeburg
Seite 17
CASE STUDY
In addition, the Launchpad allows you to create additional groups. Click on
Favorite
. Enter Favorite as the group name.
Add an app by clicking
© SAP UCC Magdeburg
.
Seite 18
CASE STUDY
Click on the icon
Click on
by the app Display Material.
.
© SAP UCC Magdeburg
Seite 19
CASE STUDY
Additionally, you can delete apps with the button
. Be careful not to
delete apps because this might prevent you from successfully completing
your case studies. However, if you do it, you can reset your settings by
choosing
. Do this for the group Controlling.
If you want you can delete the group Favorite, as you will not use it in
further tasks.
If you want to go back to the Launchpad choose
can choose
and press
© SAP UCC Magdeburg
. Alternatively, you
.
Seite 20
CASE STUDY
Choose
and then press
.
Search in the left section for the group Material Management.
Click on
at the app Maintain Quotations from Vendors and add the app
to Navigation. Then click on
© SAP UCC Magdeburg
and on
.
Seite 21
CASE STUDY
Look in your Firoi Launchpad for the group Navigation and check whether
the app has been added to this group.
You can also add an app to your group directly from the application.
To do this, select the app My Purchasing Document Items from the
Navigation group.
Click the Share icon
.
Choose
. You now have the option to save the app with
your own title in any group. Name the app My Purchasing Document
Items ### and save it in the Navigation group.
© SAP UCC Magdeburg
My Purchasing
Document Items ###
Seite 22
CASE STUDY
In your Fiori Launchpad, look for the Navigation group and see if the app has
been added to this group.
Stay in the Launchpad for the next task.
© SAP UCC Magdeburg
Seite 23
CASE STUDY
Step 5: Set Settings
Task Learn how to set Settings.
Open the app Manage Statistical Key Figures.
Time 5 Min.
Manage Statistical
Key Figures
You may get the following warning message.
Choose
screen.
. Click on
© SAP UCC Magdeburg
to set personal settings. You will see the following
Seite 24
CASE STUDY
Choose
. The following screen will appear. Here you can change
settings like Language, Date Format and change Default Values.
Choose Default Values. Scroll to CO Area and enter NA00 for GBI North
America Controlling Area. This is the Controlling Area we will use for
mangerial accounting.
© SAP UCC Magdeburg
NA00
Seite 25
CASE STUDY
Click on
Click at
to save your settings.
to personalize SAP Fiori again. You will see the following screen.
© SAP UCC Magdeburg
Seite 26
CASE STUDY
Choose
. The following screen will appear. Here you can change settings
like Language, Date Format and change default values.
Choose
. Here you can personalize your Fiori Launchpad by
using the tab THEME. As you can see, the default theme is SAP Belize.
© SAP UCC Magdeburg
Seite 27
CASE STUDY
Choose a new theme and click on
. Your Fiori Launchpad should have
changed. The following screenshot displays the theme SAP Belize Deep.
Change it back to the standard theme if you wish.
© SAP UCC Magdeburg
Seite 28
CASE STUDY
Stay in the SAP Fiori Launchpad for the next task.
© SAP UCC Magdeburg
Seite 29
CASE STUDY
Step 6: Transfer Data into Excel
Task Learn how to transfer data into Excel.
Time 5 Min.
As in SAP GUI you have the opportunity to transfer data into external
programs. Almost every Fiori app allows a transfer of data into Microsoft
Excel.
My Purchasing
Document Items
Open the app My Purchasing Document Items.
There chose
. Now click on download
.
The system automatically creates and downloads an Excel chart. The Excel
document is either shown in your download folder or shown directly in your
browser.
© SAP UCC Magdeburg
Seite 30
CASE STUDY
To get back to the Launchpad, press the home button
corner.
© SAP UCC Magdeburg
in the upper left
Seite 31
CASE STUDY
Step 7: Sending Emails
Task Learn how to send emails from SAP S/4HANA
Open the app tile Manage Statistical Key Figures.
Time 5 Min.
Spend Variance
Without entering any values, press
. These are cost drivers for costs
incurred in the company. Costs will be allocated in managerial accounting
using number of employees as the base or area of square meters.
Click on the button action
which is located in the bottom right corner.
Then click on Send EMail. If you have already installed an email program, it
will open immediately. From there you can see all the important information
and the link is also provided.
© SAP UCC Magdeburg
Seite 32
CASE STUDY
Close your mailing program.
To get back to the Launchpad, press the home button
corner.
© SAP UCC Magdeburg
in the upper left
home button
Seite 33
CASE STUDY
Step 8: Logging off SAP S/4HANA
Task Learn how to log off SAP S/4HANA in Fiori.
To log off you SAP S/4HANA account you need to click at
left corner. Choose Sign Out.
Time 5 Min.
in the top
Confirm the following message by clicking on OK.
After logging off your SAP S/4HANA Launchpad you can see the screen
shown below.
© SAP UCC Magdeburg
Seite 34
CASE STUDY
© SAP UCC Magdeburg
Seite 35
CASE STUDY
Learning Snacks
In order to test and consolidate your knowledge use the app Learning Snack
Navigation.
You see all the snacks for the individual case studies. Select the Snack
Navigation in SAP S/4HANA English and answer all six questions.
Fiori App
Learning Snack
Hint If you do not see any Apps, you need to change the language on the
page Learning Snacks. Therefore, click on the current language right next to
change language and choose English.
When you have answered all the questions, you will receive a success
message and your placement.
© SAP UCC Magdeburg
Seite 36
CASE STUDY
© SAP UCC Magdeburg
Seite 37
Sales and Distribution (SD)
Curriculum: Introduction to S/4HANA using Global Bike
Teaching material - Information
i
Teaching material - Version
 3.3 (May 2019)
 Software used
• S/4HANA 1809
• Fiori 2.0
 Model
• Global Bike
 Prerequisites
•
No Prerequisites needed
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
2
Module Information
Authors
 Bret Wagner
 Stefan Weidner
 Babett Ruß
Target Audience
 Beginner
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
3
Module Information
Learning Objectives
 Understand an integrated order-to-cash cycle
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
4
Functionality
 Sales
 Shipping and Transportation
 Billing
 Credit Management
 Foreign Trade
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
5
Unit Overview
 SD Organizational Structure
 SD Master Data
 SD Processes
• Order-to-Cash Process
 Innovations in S/4HANA
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
6
SD Organizational Structure
 Client
• An independent environment in the system
 Company Code
• Smallest org unit for which you can maintain a legal set of books
 Credit Control Area
• An organizational entity which grants and monitors a credit limit for customers.
• It can include one or more company codes
 Sales Organization
• An organizational unit responsible for the sale of certain products or services.
• The responsibility of a sales organization may include legal liability for products and customer claims
 Distribution Channel
• The way in which products or services reach the customer
• Typical examples of distribution channels are wholesale, retail, or direct sales
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
7
SD Organizational Structure
 Division
• A way of grouping materials, products, or services
 Sales Area
• Combination of Sales Organization, Distribution Channel and Division
• Determines conditions (i.e. pricing) for sales activities
 Plant (here: Delivering Plant)
• Plant from which the goods should be delivered to the customer
 Other SD organization units:
•
•
•
•
•
Shipping Point
Loading Point
Sales Office
Sales Group
Sales Person
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
8
GBI Structure for Sales and Distribution
Client
Global Bike
Global Bike Inc.
US West
San Diego
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
Global Bike Germany GmbH
US East
Dallas
Miami
Germany North
Hamburg
Company
Code
Germany South
Sales
Organization
Heidelberg
Sales Office
9
GBI Enterprise Structure in SAP ERP (Sales)
Distribution Channel Wholesale WH
Distribution Channel Internet IN
US West
UW00
CA West
DE North
GB North
AU North
CW00
DN00
GN00
AN00
US East
CA East
UE00
CE00
CC US00
CC CA00
DE South
DS00
CC DE00
GB South
AU South
GS00
AS00
CC GB00
CC AU00
Sales
Organization
Company Code
Credit Control Area (global) GL00
Client GBI
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
10
SD Master Data
Customer Master
Material Master
Sales Condition
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
11
Customer Master Data
 Customer Master
• Contains all of the information necessary for processing
orders, deliveries, invoices and customer payment
• Every customer MUST have a master record

But you can have one time customers
 Created by Sales Area
• Sales Organization
• Distribution Channel
• Division
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
12
Customer Master Data
 The customer master information is divided into 3 areas:
• General Data
• Company Code Data
• Sales Area Data
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
13
Material Master Views
Sales Data
Basic Data
Purchasing Data
Mat. Plan. Data
Material Master
Forecasting Data
Storage Data
Controlling Data
Quality Data
Accounting Data
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
14
Material Master
General Information relevant for the entire organization:
Client XXX
Name
Weight
Unit of Measure
Storage Location specific information:
Sales specific information:
Stock Qty
Delivering Plant
Loading Grp
Sales Org. UW00
Sales Org. UE00
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
Storage Loc. FG00
Storage Loc. TG00
15
Condition Master Data (Pricing)
 Condition master data includes:
•
•
•
•
•
Prices
Surcharges
Discounts
Freights
Taxes
 You can define the condition master to be dependent on various
data:
• Material specific
• Customer specific
 Conditions can be dependent on any document field
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
16
Output
 Output is information that is sent to the customer using
various media, such as:
•
•
•
•
E-mail
Mail
EDI
XML
 Output examples:
• Quotation
• Confirmation
• Invoice
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
17
Sales Order Process
Pre-sales
Activities
Sales Order
Entry
Check
Availability
Pick
Materials
Receipt of
Customer Payment
Invoice
Customer
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
Pack
Materials
Post Goods
Issue
18
Pre-Sales Activities (CRM Light)
 Sales Support is a component of SD that assists in the sales, distribution, and marketing of a companies
products and services to its customers. It contains the following functionality:
• Creating and tracking customer contacts and communications (sales activity)




Phone call records
On-site meeting
Letters
Campaign communication
• Implementing and tracking direct mailing, internet, and trade fair campaigns based on customer attributes
 Pre-sales documents need to be managed within the presales activities: Inquiries and Quotations. These
documents help identify possible sales related activity and determine sales probability.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
19
Pre-Sales Activities (CRM Light)
 The ultimate goal of all pre-sales activities is to equip the
sales technician with all the information necessary to
negotiate and complete the potential sale.
 Information needed:
•
•
•
•
•
•
Past sales activity
Past communication
Contact information
General Company info
Credit limits and usage
Current backorders
 360º view of your customer
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
20
Inquiry
 An inquiry is a customer’s request to a company for
information or quotation in respect to their products or services
without obligation to purchase.
• How much will it cost
• Material/Service availability
• May contain specific quantities and dates
 The inquiry is maintained in the system and a quotation is
created to address questions for the potential customer.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
21
Quotation
 The quotation presents the customer with a
legally binding offer to deliver specific
products or a selection of a certain amount of
products in a specified timeframe at a predefined price.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
22
Sales Order
 Sales order processing can originate from a variety of documents and activities
• Customer contacts us for order: phone, internet, email
• Existing Contract
• Quotations
 The electronic document that is created should contain the following basic information:
•
•
•
•
•
•
Customer Information
Material/service and quantity
Pricing (conditions)
Specific delivery dates and quantities
Shipping information
Billing Information
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
23
Sales Order
 The sales document is made up of three primary areas:
• Header

Data relevant for the entire sales order: Ex: customer data, total cost
of the order
• Line Item(s)

Information about the specific product: Ex: material and quantity,
cost of an individual line
• Schedule Line(s)

Uniquely belongs to a Line Item, contains delivery quantities and
dates for partial deliveries
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
24
Sales Order
 The sales order contains all of the information needed to process your customers request, the following
information is determined for each sales order:
•
•
•
•
•
•
Delivering Schedule
Shipping point and route determination
Availability Check
Transfer of requirements to MRP
Pricing
Credit limit check
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
25
Delivery Scheduling
 When an order is created you must enter a requested delivery date for the order or each line item.
 The system will then determine a delivery timeline, this will be used when determining our material availability,
or ATP (Availability to Promise) date.
 The system will determine this date using forward and backward scheduling rules you have defined.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
26
Backward Scheduling
Order
Date
1st
Material
Availability
2nd
Pick & Pack
Time
(2 days)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
Transp.
Sched.
3rd
Transp.
Sched.
Time
(1 day)
Loading
4th
Loading
Time
(1 day)
Goods
Issue
5th
Requested
Delv. Date
6th
Transit
Time
(2 days)
27
Forward Scheduling
Order
Date
Material
Availability
Transp.
Sched.
Loading
Goods
Issue
1st
2nd
3rd
4th
5th
Pick & Pack
Time (2 days)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
Transp.
Sched.
Time
(1 day)
Loading
Time
(1 day)
Requested New
Delv.
Delv.
Date
Date
6th
7th
Transit
Time
(2 days)
28
Shipping & Route Determination
 During the creation of the sales order the system must determine the shipping point from which the material will
be shipped and the route the material will take to get from your warehouse to your customers location.
 A shipping point is determined for each line item within the order.
 The route determination is used to define the transit time of the material that we used in scheduling.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
29
Availability Check
 Availability Check
• Determines the material availability date
• Considers all inward and outward inventory movements
 Proposes 3 methods of delivery
• One-time delivery
• Complete delivery
• Delayed proposal
 Rules are created by YOU
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
30
Pricing
 The system displays pricing information for all sales documents on the pricing screens at both the header and
the line item level.
• Header pricing is valid for the whole order and it is the cumulative of all line items within the order
• Line item pricing is for each specific material.
 The system will automatically search for price, discounts, surcharges, calculate taxes and freight. You have the
ability to manually manipulate the pricing at both the header and line item level within the sales order by entering
a condition type and amount.
• Taxes and freight can be set-up so we can’t manually enter them
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
31
Credit Check
 Allows your company to manage its credit exposure and risk for each customer by specifying credit limits.
 During the sales order process the system will alert the sales rep about the customers credit situation that
arises. If necessary, the system can be configured to block orders and deliveries.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
32
Shipping & Transportation
 The shipping process begins when you create the delivery document for the sales order. This document
controls, supports, and monitors numerous sub-processes for shipping processing:
• Picking
• Packing
• Post Goods Issue
 Integrated with the Material Management (MM), extended Warehouse Management (eWM) and Finance (FI)
modules
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
33
Shipping
Sales Order 1
Sales Order 4
Sales Order 2
Delivery 8…13
Sales Order 3
Delivery 8…14
Delivery 8…12
Order
Combination
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
Sales Order 5
Delivery 8…16
Delivery 8…15
Partial
Delivery
Complete
Delivery
34
Delivery Creation
 Checks order and materials to determine if a delivery is possible — delivery block (hold), completeness
 Confirms availability
 Confirms export/foreign trade requirements
 Determines total weight & volume
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
35
Delivery Creation










Generates packing proposal
Calculates weight and volume
Checks scheduling
Considers partial deliveries
Updates route assignment
Assigns picking location
Updates sales order
Determines batches
Quality check (if needed)
Updates sales order
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
36
Delivery Document
 The Delivery Document initiates the delivery process and is the control mechanism for this process
•
•
•
•
Picking
Packing
Loading
Posting Goods Issue
 Changes to delivery are allowable - products, quantities
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
37
Picking
 Quantities based on delivery note
 Assigned date when picking should begin
 Automated storage location assignment
 Supports serial number/lot number tracking and batch management
 Integrated with Warehouse Management (WM)
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
38
Loading and Packing
 Identifies which packaging is to be used for specified products (customer preference and UCC-128
considerations)
 Identifies and updates accounts associated with returnable packaging
 Tracks the packed product by container
 Insures weight/volume restrictions are enforced
 All packed items are assigned to the required means of transportation
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
39
Goods issue
 Event that could indicates the legal change in ownership of the products
• it's recognition that the goods have left the premises of the seller. Legal change in ownership depends on the Incoterm and
what's in the sales order terms and conditions.
 Reduces inventory and enters Cost of Goods Sold
 Automatically updates the General Ledger (G/L) accounts
 Ends the shipping process and updates the status of the shipping documents
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
40
Billing
 The billing document is created by coping data from the sales order and/or delivery document.
• Order-based billing
• Delivery-based billing
 The billing process is used to generate the customer invoice.
 It will update the customer’s credit status.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
41
Billing Documents
 The billing document will automatically create a debit posting to your customer sub-ledger account and credit
your revenue account.
 It is at this point that the sales process is passed over to Financial Accounting to await payment.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
42
Billing Methods
Delivery based
Invoicing
Delivery 8…20
Invoice 9…45
Delivery 8…21
Invoice 9…46
Order 6
Delivery 8…33
Collective
Invoicing
Order 9
Delivery 8…34
Order 14
Split
Invoicing
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
Invoice 9…68
Delivery 8…56
Invoice 9…91
Order 32
Delivery 8…86
Invoice 9…92
43
Payment
 Payment is the final step in the sales order process, this step is managed by the Financial Accounting
department.
 Final payment includes:
• Posting payments against invoices.
• Reconciling differences between payment and invoice.
 Payment will create a posting clearing the liability in the A/R account and increases your bank account.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
44
Document Flow
 The document flow and order status feature allows you to find the status of an order at any point in time. The
SAP updates the order status every time a change is made to any document created in the customer order
management cycle (Order-to-Cash).
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
45
Sales Order Process Debugging
“Never again did I learn so much in such a short time,
because twenty participants made mistakes for me! You
cannot make so many mistakes all alone”
SAP Co-founder Klaus Tschira
on his experiences teaching COBOL
to clients at IBM
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
46
Sales Order Process Debugging
 Document Flow
• Gives Order Process Status
 List of Sales Orders (VA05)
• Tool to Find Order
• Need student’s user id/data set number
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
47
Innovations in SAP S/4HANA
Focus Sales and Distribution in GBI
1) Business Partner (BP) is the Single Point of Entry for master data such as customer, vendor, contact person
Transaction BP replaces FD01, FD02, FD03, FD05, FD06, FD0 FK01, FK02, FK03, FK05, FK06, FK08 MAP1, MAP2, MAP3 MK01,
MK02, MK03, MK05, MK06, MK12, MK18, MK19, V-03, V-04, V-05, V-06, V-07, V-08, V-09, V-11, V+21, V+22, V+23, VAP1, VAP2,
VAP3 VD01, VD02, VD03, VD05, VD06 XD01, XD02, XD03, XD05, XD06, XD07 XK01, XK02, XK03, XK05, XK06, XK07
2) Credit Management has to be initialized in S/4HANA to perform processes in distribution
3) Simplification in SD Analytics
No aggregates are formed via data for analytical processes. S/4HANA analyzes are based on ODATA and Open CDS (Core Data
Services). These data are stored directly on the database and they grow there over time.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
48
Innovations in SAP S/4HANA
Business Partner
 The core function of SAP S/4HANA is the simplification of data structures
various transactions, such as the management of customers or creditor, are summarized
 It is (so far) still possible to navigate through the well-known tree paths
A unique business partner number is assigned to customer 13000. This
business partner number is assigned to various roles such as the
customer, creditor or contact person.
Relationship: n:m
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
49
Innovations in SAP S/4HANA
Business Partner
 There are redundant object models in the traditional ERP system where the vendor master and
customer master is used.
• The (mandatory) target in SAP S/4HANA is the Business Partner approach.
 Business partners can be categorized as a person, group, or organization as follows:
• An organization represents units such as a company (for example, a legal person), parts of a legal entity (for
example, a department), or an association. Organization is an umbrella term to map every kind of situation in the
day-to-day business activities.
• A group represents a shared living arrangement, a married couple, or an executive board.
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
50
Innovations in SAP S/4HANA
Credit Management
 In contrast to ERP, the component Credit Management (FI-AR-CR) is not available as part of
S/4HANA.
 Equivalent: SAP Credit Management (FIN-FSCM-CR)
• In ERP there was the possibility to not use the function FI-AR-CR, but FIN-FSCM-CR has to be initialized.
• It helps companies to identify the risk of loss of receivables against their business partners at an early stage, and
to make credit decisions efficiently and partially automated.
 Recommended for:
• Companies with a high number of business partners
• Companies that want to merge internal and external data of a business partner into an own credit assessment or
evaluation.
• Companies that have an extremely distributed system landscape often have
problems with the consolidation of information on the purpose of credit decisions
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
51
Innovations in SAP S/4HANA
Simplification in SD Analytics
 Analyzes are based on ODATA and Open CDS (Core Data Services)
 stored directly on the database Data grow there over time
 SD specific business objects such as Sales Order, Customer Invoice, Outbound Delivery and many
others in the data base tables VBAK, LIKP and VBRK are represented by CDS views that regulate
uniform access to analytical views
• Is achieved by semantic field names to connect business objects such as customers, materials, etc
• Predefined analytical view of the CDS queries allows the report to be executed directly on the database, without
preformed aggregates
Groupings and filters on the fly
© 2019 SAP SE / SAP UCC Magdeburg. All rights reserved.
52
Thank you!
CASE STUDY
Sales and Distribution (SD)
This case study explains an integrated sales and distribution process in
detail and thus fosters a thorough understanding of each process step and
underlying SAP functionality.
Product
MOTIVATION
PREREQUISITES
S/4HANA 1809
Global Bike
The data entry requirements in the
sales & distribution exercises (SD
1 through SD 5) 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.
Before you use this case study, you
should be familiar with navigation in
the SAP system.
Fiori
Level
Beginner
Focus
Sales and Distribution
Authors
Bret Wagner
Stefan Weidner
Version
In the sales order process, we
used master data for customers,
materials (the products we sold)
and pricing to simplify the sales
order process.
In this case study, we will create
the master data for a new
customer.
In order to successfully work through
this case study, it is not necessary to
have finished the SD exercises (SD 1
through SD 5). However, it is
recommended.
NOTES
This case study uses the Global Bike
(GBI) data set, which has exclusively
been created for SAP UA global
curricula.
3.3
Last Update
May 2019
© SAP UCC Magdeburg
CASE STUDY
Process Overview
Learning Objective Understand and perform an integrated order-to-cash
cycle.
Time 120 min
Scenario In order to process a complete order-to-cash process you will take
on different roles within the GBI company, e.g. sales agent, warehouse
worker, accounting clerk. Overall, you will be working in the Sales and
Distribution (SD), the Materials Management (MM) and the Financial
Accounting (FI) departments.
Employees involved David Lopez (East Rep. Miami)
Maria Diaz (Sales Person 1)
Matthias Dosch (Sales Person 2)
Sandeep Das (Warehouse Supervisor)
Sergey Petrov (Warehouse Employee)
Stephanie Bernard (Billing Clerk)
Jamie Shamblin (Cost Accountant)
You start the sales order process by creating a new business partner (BP) with the role customer
(The Bike Zone) in Orlando. Then, you receive an inquiry which you will process into a
quotation. Once the quotation is accepted by the customer you create a sales order referencing the
quotation. As you will have enough bikes in stock, you deliver the products sold to your
customer, create an invoice and receive the payment.
The graphic below displays the complete process (17 tasks).
© SAP UCC Magdeburg
Page 2
CASE STUDY
Table of Contents
Process Overview .............................................................................................................. 2
Step 1: Create New Customer ............................................................................................ 5
Step 2: Create Contact Person for Customer .................................................................... 14
Step 3: Create BP relationship ......................................................................................... 16
Step 4: Create Customer Inquiry...................................................................................... 20
Step 5: Create Customer Quotation.................................................................................. 26
Step 6: Create Sales Order Referencing a Quotation ........................................................ 33
Step 7: Check Stock Status .............................................................................................. 37
Step 8: Display Sales Order ............................................................................................. 40
Step 9: Start Delivery Process ......................................................................................... 44
Step 10: Check Stock Status ............................................................................................ 46
Step 11: Check Outbound Delivery Status ....................................................................... 48
Step 12: Post Goods Issue ............................................................................................... 51
Step 13: Check Stock Status ............................................................................................ 53
Step 14: Create Invoice for Customer .............................................................................. 56
Step 15: Display Billing Document and Customer Invoice .............................................. 58
Step 16: Post Receipt of Customer Payment .................................................................... 60
Step 17: Review Document Flow .................................................................................... 63
Learning Snacks .............................................................................................................. 65
© SAP UCC Magdeburg
Page 3
CASE STUDY
SD Challenge .................................................................................................................. 67
© SAP UCC Magdeburg
Page 4
CASE STUDY
Step 1: Create New Customer
Task Create a new customer.
Time 15 min
Short Description Use the SAP Fiori Launchpad to create a new customer.
Name (Position) David Lopez (East Rep. Miami)
In this case study, we will create the master data for a new customer. Two
types of customer data are stored about a customer – sales data and
accounting data. The customer master data is created in three groups, or
views – general, 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, use the app Maintain Business Partner.
Fiori App
In the Maintain Business Partner screen choose
.
Organization
Note: The business partner is created superordinate and assigned roles (for
example customer, vendor). The different roles are created at specific
organizational levels (company code, sales area).
Business partners can be categorized as a person, group, or organization, as
follows:
 An organization represents units, such as a company (for example, a
legal person), parts of a legal entity (for example, a department) or an
association. Organization is an umbrella term to map every kind of
situation in the day-to-day business activities.
 A group represents a shared living arrangement, a married couple, or
an executive board.
© SAP UCC Magdeburg
Page 5
CASE STUDY
In the Create Organization screen select in the drop-down menu for Create in
BP role the Business Partner FI Customer. In the pop-up Change to another
BP role in create mode choose
FI Customer
.
In the Create Organization: Role FI Customer screen make sure, that for the
field Create in BP Role FI Customer (New) is selected.
Enter Company for Title, The Bike Zone for Name and your number (###)
for Search Term. Further enter 2144 N Orange Ave for Street, 32804 for
Postal Code, Orlando for City, US for Country and FL for Region.
Select English for Language.
© SAP UCC Magdeburg
Company
The Bike Zone
###
2144 N Orange Ave
32804
Orlando
US, FL
English
Page 6
CASE STUDY
Then click on the expand icon
(on the right of Standard Address) to
access additional street address fields.
Scroll down and click on the search icon next to the Transportation Zone
field or click into the field Transportation Zone and press the F4 key. This
will produce the following pop-up window.
© SAP UCC Magdeburg
Page 7
CASE STUDY
Double-click on Region East to select it.
Region East
Note: In the general role of the business partner (BP), the business partner
name and address is entered. The general role data is relevant for sales and
distribution and for accounting. To avoid data redundancy, it is stored
centrally (client-specific). It is valid for all organizational units within a
client.
Clicking on
will produce the following screen. There Enter
US00 for Company Code and confirm with Enter.
Note: Depending on the size of your browser window, you may not see the
company code. In this case you will find it under More ► Company code
or press Ctrl + F2.
© SAP UCC Magdeburg
Page 8
CASE STUDY
In the tab Customer: Account Management enter 110000 for Reconciliation
acct. and 001 for Sort key.
110000
001
Then click on the tab Customer: Payment Transactions and enter 0001 for
Payment Terms. Confirm with Enter.
0001
In the drop down menu on the top Create in BP role choose Customer.
© SAP UCC Magdeburg
Page 9
CASE STUDY
In the pop-up Change to another BP role in create mode choose
.
You will receive the message, that you created a Business partner. Now you
want to add additional information in the BP role Customer.
Click on
and enter UE00 for Sales Org., WH for
Distr. Channel and BI for Division. Confirm with Enter.
© SAP UCC Magdeburg
UE00
WH
BI
Page 10
CASE STUDY
Enter US0003 for Sales District, USD as Currency, 01 for Price Group and
1 for Customer Stats.Group.
Then click on the tab Shipping. Enter 02 for Delivery Priority, 01 for Shipping
Conditions, MI00 for Delivering Plant and 3 for Max.Part.Deliveries.
Check with the screen below.
© SAP UCC Magdeburg
US0003
USD
01
1
02
01
MI00
3
Page 11
CASE STUDY
Navigate to the tab Billing and enter FOB for Incoterms and Miami for
Incoterms Location, 0001 for Payment Terms, 01 for Acct Assmt Grp Cust.
and 0 for all three Tax classific.
FOB Miami
0001
01
0
Check with the screen below
© SAP UCC Magdeburg
Page 12
CASE STUDY
Click on
to save your new customer data. The SAP-System creates a
unique customer number.
Choose again FI Customer (defined) in the drop-down menu Change in BP
FI Customer (defined)
role. If necessary, choose the button
Note: You have created a customer with a unique number. And for this
customer you have also created a unique Business partner number. With the
Business partner number, you can assign your customer more roles.
Business partner
number:
______________
Customer number:
______________
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
Page 13
CASE STUDY
Step 2: Create Contact Person for Customer
Task Create a contact person for a customer.
Time 10 min
Short Description Use the SAP Fiori Launchpad to create a contact person.
Name (Position) Maria Diaz (Sales Person 1)
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. A contact person is
an employee/representative of the new customer’s company. The contact
person defines a specific person to communicate with when dealing with The
Bike Zone.
To create a contact person, use again the app Maintain Business Partner.
In the Create Business Partner screen choose
Fiori App
Person
.
In the drop down menu Create in BP role choose Contact Person. In the popup Change to another BP role in create mode choose
.
Enter a Title, first name and last name of your choice. Enter ### as Search
Term. Further enter EN for Correspondence lang. and US for country.
Check with the screen below and click on the button
© SAP UCC Magdeburg
Contact Person
.
Title
First name
Last name
###
EN
US
Page 14
CASE STUDY

Your contact person will be given a unique number.
Contact person number:
______________
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
Page 15
CASE STUDY
Step 3: Create BP relationship
Task Create BP relationship.
Time 5 min
Short Description Use the SAP Fiori Launchpad to create a Busines Partner
relationship.
Name (Position) Maria Diaz (Sales Person 1)
The contact person created for The Bike Zone needs to be assigned as a
business partner within the customer master.
To assign your new customer with the contact person you created in the step
before, use the app Create BP relationship.
In the field Relationship Category use the F4 help. Select there Has Contact
Person.
Confirm with
© SAP UCC Magdeburg
Fiori App
F4
Has Contact Person
.
Page 16
CASE STUDY
In the field Business Partner 1 search for your Customer you created in the
first step. Use therefore the F4 help. Navigate to the Partner, General tab.
Enter for Name1/last name The Bike Zone and in the Search term 1 field
your three digital numbers ### and confirm with Enter or
F4
The Bike Zone
###
.
You will get the following overview.
Select your entry and confirm with
.
Back in the Create BP relationship: Initial screen choose again the F4 help
in the field Business partner 2.
In the tab Partners, General enter your three digital numbers and the last
name of your contact person. Choose
Select your line and choose
© SAP UCC Magdeburg
.
F4
###
Last name contact
person
.
Page 17
CASE STUDY
Back in the Create BP Relationship: Initial Screen enter for Valid from
01/01/current year to 12/31/9999 and click on
01/01/current year
12/31/9999
.
In the following screen enter 1 for VIP (management), 0002 for Department
(Purchasing) and 0002 for Function (Purchasing Manager). Choose
In the tab Sales and Distribution Data choose again
© SAP UCC Magdeburg
.
1
0002
0002
.
Page 18
CASE STUDY
In the pop up choose Yes to save your entries. You will get the following
success message.
Choose Save.
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
Page 19
CASE STUDY
Step 4: Create Customer Inquiry
Task Create a customer inquiry.
Time 10 min
Short Description Use the SAP Launchpad to create a customer inquiry.
Name (Position) Matthias Dosch (Sales Person 2)
Now we will enter an inquiry from our new customer, The Bike Zone. An
inquiry is a customer’s request to be provided with sales information without
obligation. An inquiry can relate to materials or services, conditions, and if
necessary delivery dates.
To create an inquiry, use the app Create Inquiry.
Fiori App
This will produce the following screen.
© SAP UCC Magdeburg
Page 20
CASE STUDY
Enter the following information: IN for Inquiry Type, UE00 for Sales
Organization, WH for Distribution Channel and BI for Division. Then click
on
IN
UE00
WH
BI
. This will produce the following screen.
Click on the Sold-To Party field, then click on the search icon
bring up the following search screen.
, which will
Because you have defined a search term when we created our new customer,
we can now use it to find your The Bike Zone.
Click on the Customers (general) tab, enter ### for search term and Orlando
for City. Then, click on
###
Orlando
. This will produce the new customer.
Double-click on The Bike Zone to select it. Fill in the same number for the
Ship-To Party.
Enter ### for Cust. Reference, today’s date for the Customer Reference
Date (F4, then Enter), today’s date for the Valid from date (F4, then Enter)
© SAP UCC Magdeburg
###
today’s date
one month from today
Page 21
CASE STUDY
and a date one month from today for the Valid to date (F4, then select the
date).
The Bike Zone wants prices on two products – the Deluxe Touring Bike
(black) and the Professional Touring Bike (black). To find these products,
we need to use the search function. Click on the material field in the first
item line, then click on the search icon
. Make sure you are on the Sales
material by description tab. You can find them by using
.
On the Sales material by description tab, enter Sales Organization UE00,
Distribution Channel WH and Material *### (e.g. *005 if your number is
005). Then click on
© SAP UCC Magdeburg
UE00
WH
*###
to get the list of bicycles.
Page 22
CASE STUDY
Double-click on the Deluxe Touring Bike (black) to select it and enter an
order quantity of 5 pieces.
DXTR1###
5
Repeat the process to enter a quantity of 2 of the Professional Touring Bike
(black). Choose Enter to determine the price for this order.
PRTR1###
2
The total price for these 7 bikes to The Bike Zone is $21,400.00, which is
given by the net value. The Expected Order Value ($6,420.00) 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.
Select both items and choose Item conditions
Sales A.
© SAP UCC Magdeburg
. There choose the tab
Page 23
CASE STUDY
The order probability of 30% is the default value for Global Bike Inc. for
inquiry documents. The expected order value is 0.30 x $21,400.00 =
$6,420.00. 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.
70
Change the Order Probabilities to 70%
Next Item
, then choose
to get to PRTR1###. There change the Order Probabilities to
70% again.
$14,980.00.
to update the inquiry and note the new Expect.ord.val of
Furthermore, you can check the availability of your material. Therefore,
select your item
availability
and click on Display
. Choose
© SAP UCC Magdeburg
to go back to the overview screen.
Page 24
CASE STUDY
How many bikes of you PRTR1### are available?
_____________________
Click on
to save the inquiry. The SAP system will assign a unique
number to the inquiry.
Inquiry number:
______________
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
Page 25
CASE STUDY
Step 5: Create Customer Quotation
Task Create a customer quotation.
Time 10 min
Short Description Use the SAP Launchpad to create a customer quotation.
Name (Position) David Lopez (East Rep. Miami)
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
before. We can do this easily by copying the details from the inquiry into the
new quotation.
Fiori App
To do this, use the app Manage Sales Quotations.
Click on
.
Enter QT for Quotation Type, then click on Create with Reference
QT
. This will produce the following screen.
© SAP UCC Magdeburg
Page 26
CASE STUDY
Make sure the Inquiry tab is selected, click on the Inquiry field, then on the
search icon . This will produce the following search window.
In the Sales document according to customer PO number tab, enter your
###
Purchase Order No. (###), then click on
the inquiry for The Bike Zone.
© SAP UCC Magdeburg
. This will produce a list with
Page 27
CASE STUDY
Double-click on the inquiry to select it, and the inquiry number will be
copied in the Create with Reference window.
Click on the
quotation screen.
© SAP UCC Magdeburg
button to copy information from the inquiry into the
Page 28
CASE STUDY
Enter ### as Customer Reference number again, today’s date for the
Customer Ref. Date, a date one month from today for the Valid to date, and
a date one month from today for the Required Delivery date. Then choose
Enter, which will produce the following warning.
###
today’s date
one month from today
one month from today
If the warning shows up in a pop up close the warning message. Again,
choose Enter. This will produce an information message.
Click on Continue to acknowledge this information.
To encourage The Bike Zone to become a loyal customer, you have been
authorized to give a $50.00 discount on each Deluxe Touring bike, as well as
a 5% discount on the entire order.
To add the $50.00, select the Deluxe Touring bike line in the order, then
click on the Item conditions icon
. You will get a screen that shows the
pricing details for your Deluxe Touring Bike.
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CASE STUDY
Note: The condition master data includes prices, surcharges, and discounts,
freights, and taxes.You can define condition master data (condition records)
to be dependent on various data. You can, for example, maintain a material
price customer-specifically. In SAP, pricing is done using conditions. The
pricing procedure defines which condition types are to be used to calculate
the final price. Condition type PR00 is a gross price condition.
To add a discount, we can add condition type K004 (material discount) with
an amount of 50 to the pricing procedure.
K004
50
After confirming with Enter, a new price for the 5 Deluxe Touring bikes
will be calculated.
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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 pull-down menu path:
More ► Go to ► Header ► Conditions
To apply the 5% discount, enter CnTy (condition type) RA00 (Net Discount)
with an amount of 5, then choose Enter. Note that the price does not yet
include the 5% discount.
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RA00
5
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To include the 5% discount, click on the activate icon
.
The 5% discount is now applied. Note that it is applied to the price after the
$50 discount per Deluxe Touring bike.
What is the difference between the first and the second discount regarding
the DXTR1### and PRTR1###?
____________________________________________________
____________________________________________________
Click on
to save the new quotation.
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 6: Create Sales Order Referencing a Quotation
Task Create a sales order with reference to a quotation.
Time 10 min
Short Description Use the SAP Fiori Launchpad to create a sales order.
Name (Position) David Lopez (East Rep. Miami)
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 create a sales order, use the app Manage Sales Order.
Fiori App
The app Manage Sales Order is a dynamic app. In this case, the app shows a
3. That means that GBI has three different sales orders. The number you see
depends on the tasks you and your class have created previously.
In the screen Manage Sales Orders you can display all Sales Orders from
Global Bike. Therefore, just choose
.
We want to create a new sales order. Therefore, click on the button
.
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CASE STUDY
Enter Order Type OR. The other fields do not necessarily need to be filled.
Then, click on the
following pop-up search window.
OR
icon. This will produce the
Make sure that the Quotation tab is selected, click on the Quotation field,
then on the search icon
.
On the following search window, make sure you select the Sales document
according to customer PO number tab, enter ### for Purchase Order
Number, then click on
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###
.
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After double-clicking on the quotation, the number for the quotation will be
entered into the Create with Reference window.
With the Quotation number entered, click on the
icon to copy the
information from the quotation into the sales order screen.
Enter ### for Cust. Reference and today’s date (F4, then Enter) for the Cust.
Ref.Date. Note that the Req.deliv.date is copied from the quotation. Click on
###
today’s date
to save the sales order. The SAP system will assign a sales order
number.
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CASE STUDY
Click on the home icon
to return to the Fiori Launchpad overview.
Back in the Fiori Launchpad look hat the Manage Sales Orders app. You will
see, that you have now one more sales order.
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CASE STUDY
Step 7: Check Stock Status
Task Check the inventory.
Time 5 min
Short Description Use the SAP Launchpad to check the stock status.
Name (Position) David Lopez (East Rep. Miami)
We can check on the inventory level of the bikes in the sales order for The
Bike Zone. To do this, use the app Display Stock Overview.
Fiori App
To find the material number for your bikes, click on the Material field, then
click on the search icon
.
Select the tab Sales material by description. Enter UE00 for Sales
Organization, WH for Distribution Channel and Material *### (e.g. *002 if
your number is 002). Then click the enter icon
materials.
© SAP UCC Magdeburg
to find the list of
UE00
WH
*###
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Double-click on the Deluxe Touring Bike (black) to select it.
With the material number entered from the search list, enter MI00 for Plant.
Then click on the execute icon
MI00
to look at the stock level.
This report gives stock levels for the DC in Miami.
You can get more detail on the stock of black Deluxe Touring bikes. Select
the Miami DC, then click on the
icon. This will give
you very specific information about the inventory of black Deluxe Touring
bikes.
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CASE STUDY
Note the 5 bikes that are part of the sales order. Click on the enter icon
close the Detailed Display window, then click on the back icon
to the main screen.
to
to return
Use the search function to enter the material number for the Professional
Touring bike (black). Click on the execute icon
stock level for this bike.
Click on the home icon
© SAP UCC Magdeburg
and review the
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 8: Display Sales Order
Task Display a sales order.
Time 10 min
Short Description Use the SAP Launchpad to display a sales order.
Name (Position) Sandeep Das (Warehouse Supervisor)
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 a sales order, use the app List Sales Order.
Fiori App
This will produce the following screen.
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CASE STUDY
In the field Sold-To Party use the F4-Help to find your Customer and enter
### in the field Customer Reference. Afterwards click on
Customer number
###
.
After double-clicking on your sales order number (Sales document column),
this view should be produced.
Select the Professional Touring bike line item, then click on the display
availability icon
to explore the stock for this item in detail.
This screen shows how many bikes we have in stock and the order we are
displaying will use 2 of these.
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CASE STUDY
Note Your numbers may be different.
Choosing More  Scope of check will produce the following window.
This screen displays the elements 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.
Click on
screen.
, then click on the back icon
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to return to the overview
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CASE STUDY
After selecting the Deluxe Touring bike line and clicking on the item
conditions icon
, the following screen will be displayed.
The details of the price calculation for the Deluxe Touring bike are
displayed. Note the two discounts that were manually applied to this line
item.
What is the Internal price of your bike DXTR1####?
_________________________
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 9: Start Delivery Process
Task Start the delivery process.
Time 5 min
Short Description Use the SAP Launchpad to start the delivery process.
Name (Position) Sergey Petrov (Warehouse Employee)
To start the process that will fulfill The Bike Zone’s order, we need to create
a delivery document. To do this, use the app Create Outbound Deliveries.
Fiori App
This will produce the following screen.
Note: You trigger shipping activities by creating deliveries. The responsible
organizational unit for creating deliveries is the shipping point. The shipping
point can be a loading ramp, a mail depot, or a rail depot. It can also be, for
example, a group of employees responsible (only) for organizing urgent
deliveries.
Use the F4 help in the field Ship-To Party
.
Enter Orlando in City field, US in Country field and choose
. Scroll
down until you find your customer. Select your customer The Bike Zone
with the right customer number and click on
© SAP UCC Magdeburg
*###
US
.
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CASE STUDY
In the pull-down menu Planned Creation Date choose Date Range for Time
Period and 01/01/current year to 12/31/current year and click on
All
.
This will produce the following screen.
Select the Sales Document and click on
.
You will see that the sales document is not available anymore.
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 10: Check Stock Status
Task Check the inventory.
Time 5 min
Short Description Use the SAP Launchpad to check the stock status.
Name (Position) Sergey Petrov (Warehouse Employee)
To check on the inventory for the bikes in the sales order for The Bike Zone,
use the app, Display Stock Overview.
Menu path
This will produce the following screen.
If the Material and Plant fields are not automatically filled in, click on the
Material field, then click on the search icon
. Use the Sales material by
description tab with UE00 for Sales Organization, WH for Distribution
Channel and *### for Material. Pick the black Deluxe Touring bike. Then,
enter MI00 in the Plant field.
UE00
WH
*###
MI00
When the Material and the Plant field are correctly filled (compare with the
screenshot above), click on the execute icon
following screen.
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. This will produce the
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CASE STUDY
Select the Miami DC, then click on the
icon.
Note that the 5 bikes for The Bike Zone order are now showed as Schd. for
delivery. Click on the enter icon
Click on the home icon
© SAP UCC Magdeburg
to close the Detailed Display window.
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 11: Check Outbound Delivery Status
Task Check the outbound delivery status.
Time 5 min
Short Description Use the SAP Launchpad to check the outbound delivery
status.
Name (Position) Sergey Petrov (Warehouse Employee)
To check the outbound delivery status for the sales order from The Bike
Zone, use the app Outbound Deliveries.
Choose
Fiori App
.
In the pop-up Adapt Filters change the Overall Status to All. Click on
, choose the Filter Created by and click on
the new Field your Name and click on
. Enter in
.
You can see different Deliveries. Please note, that your screen may show
more Deliveries.
You can check the status of your delivery. For further information, click on
.
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CASE STUDY
In the field Picking Quantity enter 5 for your material DXTR1### and 2 for
your material PRTR1###.
5
2
Note: Picking is the process of preparing or providing goods for delivery to
the customer with special attention paid to dates, quantity and quality.
Click on next to your Deluxe Touring Bike. In the screen delivery Item 1
of 2 enter FG00 (Finished Goods) for the Storage Location. Confirm with
FG00
.
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CASE STUDY
Repeat the steps for your material PRTR1###. Back in the screen Pick
Outbound Delivery click on
FG00
.
You should get the following message.
Now, the system will be ready to book the goods issue.
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 12: Post Goods Issue
Task Post a goods issue.
Time 5 min
Short Description Use the SAP Launchpad to post a goods issue.
Name (Position) Sandeep Das (Warehouse Supervisor)
To post the goods issue (change the possession of the material from GBI to The
Bike Zone), use the app Outbound Deliveries.
Fiori App
This will produce the following screen.
In the Overall Status field choose All. To see only your deliveries click on
and then
and confirm your selection with
your user-name and press Enter.
. There you have to select Created by
. In the field of the newly created filter enter
*###
Orlando
Select your delivery.
Press
.
In the pop-up Goods Issue enter today as actual GI date for the selected delivery
and press
.
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today
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CASE STUDY
You will receive the following message:
Click on the home icon
© SAP UCC Magdeburg
.
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 13: Check Stock Status
Task Check the inventory.
Time 5 min
Short Description Use the SAP Launchpad to check the stock status.
Name (Position) Sandeep Das (Warehouse Supervisor)
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, use the app Display
Stock Overview.
Fiori App
This will produce the Stock Overview: Company Code/Plant/Storage
Location/Batch screen.
Click on the Material field, then click on the search icon
. Use the Sales
material by description tab with UE00 for Sales Organization, WH for
Distribution Channel and *### for Material. Pick the black Deluxe Touring
bike. Then, enter MI00 in the Plant field.
UE00
WH
*###
MI00
When the Material and the Plant field are correctly filled (compare with the
screenshot above), click on
screen.
© SAP UCC Magdeburg
. This will produce the following
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CASE STUDY
Note that the available inventory has changed. Select the Miami DC, then
click on the
© SAP UCC Magdeburg
icon.
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CASE STUDY
The inventory is reduced from before by the amount that used to appear as
Schd. for delivery. Click on the enter icon
Click on the home icon
© SAP UCC Magdeburg
to close the window.
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 14: Create Invoice for Customer
Task Create a billing document for a customer.
Time 10 min
Short Description Use the SAP Launchpad to create a customer billing
document.
Name (Position) Stephanie Bernard (Billing Clerk)
With the delivery complete, the customer can be invoiced. To do this, use the
app Create Billing Documents VF01.
Fiori App
In the Create Billing Document View you see that the List is empty.
Click on
© SAP UCC Magdeburg
to find your Sales Document.
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CASE STUDY
In the following screen Maintain Billing Due List select todays date for
Billing Date From. In the Sold-To Party find your customer. Then click on
Today’s date
Customer number
Make sure your customer is selected and click on
.
You get an overview of your Billing Items. Make sure your two Bikes are
listed.
Click on
overview.
then on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad
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CASE STUDY
Step 15: Display Billing Document and Customer Invoice
Task Display a billing document and a customer invoice.
Time 5 min
Short Description Use the SAP Launchpad to display a billing
document/customer invoice.
Name (Position) Stephanie Bernard (Billing Clerk)
The invoice that will be sent to The Bike Zone can be viewed by using the
app Display Billing Document.
Fiori App
This will produce the following screen.
If the billing document number is not entered automatically, you can find it
with the F4 help. Extend the tab Restrictions. Enter there your Sold-to party
and press Enter.
F4
Sold-to party
Double click at your Billing Document Number.
If you don’t know your Sold-to party number, go back to the Fiori
Launchpad and open the App Display Customer Balances. Use the F4 Help
in the Customer field. In the pop-up enter Orlando as City and *### as
© SAP UCC Magdeburg
Fiori App
F4
Orlando
*###
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CASE STUDY
Search term and click on
restart this step.
. Write down your Sold-to party number and
Back in the Display Billing Document press
.
To review the accounting implications of this sale, click on the
icon. This will produce the following screen.
Review the accounting postings due to this sales order.
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 16: Post Receipt of Customer Payment
Task Post a customer payment receipt.
Time 10 min
Short Description Use the SAP Launchpad to post a customer payment
receipt.
Name (Position) Jamie Shamblin (Cost Accountant)
After The Bike Zone mails its payment, it needs to be recorded. To do this,
use the app Post Incoming Payments.
Fiori App
This will produce the following screen.
Enter US00 for Company Code, the current date for the Posting and Journal
Entry Date as well as for the Value Date. In the pull-down menu Journal
Entry Type select DZ, the current period for Period. Enter 100000 G/L
Account, $20,092.50 and USD for Amount/Currency.
Under Open Item Selection, select in the Account Type/ Account ID field
Customer and use the F4 help to find your customer number.
As The Bike Zone was created with the data set number (###) as a search
term, you can use this and the City Orlando to find your Bike Zone
customer.
Compare your screen with the screenshot below and press
© SAP UCC Magdeburg
US00, current date,
current date, DZ, current
period, 100000,
20.092,50, USD
Customer
###
Orlando
.
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CASE STUDY
In the list of Open Items click on the
button.
The screen shows you a 0.00 balance
(in the right corner).
Then click on the
icon to post the payment. The system will assign a
document number automatically.
Click on
.
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CASE STUDY
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
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CASE STUDY
Step 17: Review Document Flow
Task Review the document flow.
Time 5 min
Short Description Use the SAP Launchpad to review the document flow.
Name (Position) David Lopez (East Rep. Miami)
The document flow tool links all documents that were used in The Bike
Zone’s sales order. Again, there are many ways to access the document flow
tool. One way is to start by displaying all material documents.
To display the document flow, use the app Material Documents Overview.
In the Material Documents Overview screen enter MI00 for Plant,
DXTR1### and PRTR1### as Material and as Posting Date 01.10.2016today. Compare your screen with the screenshot below and press
Fiori App
MI00
DXTR1###, PRTR1###
01.10.2016-today
.
You will get an overview of the items.
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CASE STUDY
Click in the row from the Deluxe Touring Bike, to get more information
about the material document.
In the following screen click on
.
The document flow for The Bike Zone will look like the following.
Click on the home icon
© SAP UCC Magdeburg
to return to the Fiori Launchpad overview.
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CASE STUDY
Learning Snacks
In order to test and consolidate your knowledge use the app Learning Snack
SD.
You see all the snacks for the individual case studies. Select the Snack SD
English and answer all fifteen questions.
Fiori App
Learning Snack
Hint:
If you do not see any Apps, you need to change the language on the page
Learning Snacks. Therefore click on the current language right next to
change language and choose English.
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CASE STUDY
When you have answered all the questions you will receive a success
message and your placement.
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CASE STUDY
SD Challenge
Learning Objective Understand and perform an integrated order-to-cashprocess.
Time 75 min
Motivation Having successfully completed the case study Sales and Distribution, you should be able
to perform the following task independently.
Scenario Your customer The Bike Zone wishes to profit from your new initiative, which promises
one free off-road helmet for each mountain bike ordered. A single item can be marked as a Free of
Charge Item (Item Category - TANN) within the Item detail view of a standard order. Please note that
off-road helmets belong to a different division. Notice that you thus need to expand the rights of your
customer The Bike Zone to the effect that the company can release cross-division orders for the
divisions accessories and cross-division. Subsequently, please sell five mountain bikes for men and
five mountain bikes for women to The Bike Zone. Since The Bike Zone is a long-term customer, the
company gets $50 discount on each ordered mountain bike and an additional discount of 3% off the
gross price for the complete purchase.
Task Information Since this task is based on the case study Sales and Distribution, you are allowed
to use it for support. It is however recommended to solve this advanced task without support to test
the newly gained knowledge. Perform a complete order-to-cash-process including the incoming
payment of your customer
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