EHP5 for SAP ERP 6.0 June 2011 English Configuration for PreTrading Contract (401) SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices Pre-Trading Contract (401): Configuration Guide Copyright © 2011 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 3 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax External Process Business Process Alternative/Decision Choice Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG Page 4 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide Contents 1 2 Purpose ......................................................................................................................................... 6 Preparation .................................................................................................................................... 6 2.1 Prerequisites .......................................................................................................................... 6 3 CONFIGURATION SETTINGS ..................................................................................................... 6 3.1 Define Purchasing Group ....................................................................................................... 6 3.2 Define Sales Group ................................................................................................................ 7 3.3 Define Trading contract Type ................................................................................................. 8 3.4 Assign document type to item category ................................................................................. 9 3.5 Output Determination and Smartforms ................................................................................ 10 © SAP AG Page 5 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually. If you do not want to configure manually and prefer an automated installation process using the SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick Guide. 2 Preparation 2.1 Prerequisites Before you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_ [zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. GTM refers to the SAP Best Practices for Global Trade Management, [yy] depends on the language version, e.g. EN for English language, and [zz] depends on the country version, e.g. DE for Germany: Prerequisites_Matrix_GTM_EN_DE.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the SAP Best Practices version and [zz] depends on the country version). 3 CONFIGURATION SETTINGS 3.1 Define Purchasing Group Use The purchasing group in GTM has the same naming as purchasing group in MM, but these are different org-elements. GTM Purchasing groups control which pricing schema is used for calculating the purchase price in a trading contract and which purchasing document type is used for the purchase order. It helps to determine the price determination schema used for calculating the purchasing price in a trading contract as well as the document type used for one-sided follow-on documents. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: IMG Menu © SAP AG Logistics General SAP Global Trade Management Trading Page 6 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide Contract Purchasing Group Transaction Code SPRO or W_WB2B_0G06 2. On the Change View “Trading Contract – Purchasing Grouping Definition“: Overview screen, select the entry 0001 for Stock shipment and choose Copy As Field name Description User action and values Comment Trading Contract Purchasing Group Purchasing Group Standard for Stock Shipment YN03 Copy of 0001 for Stock shipment 3. Choose Enter and confirm the Dependent entries for copy control dialog box. 4. Save your settings. 5. Choose Back (F3). Result The purchasing Group YN03 has been created. 3.2 Define Sales Group Use The sales group in GTM has the same naming as sales group in SD but these are different org-elements. In this step, you create your GTM sales groups. You also define values and procedures used by each GTM sales group when creating a trading contract, especially the sales order type for SD. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: IMG Menu Logistics General Global Trade Management Trading Contract Sales Group Transaction Code SPRO or W_WB2B_0G07 2. On the Change View “Trading Contract – Sales Grouping Definition“: Overview screen, select the entry 0001 Standard and choose Copy As. Field name Description User action and values Comment Sales Group Sales Group YN03 Copy of 0001 © SAP AG Page 7 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide Field name Description User action and values Sales Doc. Type Trade Contract Order YN04 for drop shipment YN04 Comment 3. With the Sales Group following settings like Default values, Price Determination schema as well as sales document type belong to a trading contract are defined. 4. Choose Enter and confirm the Dependent entries for copy control dialog box. 5. Save your settings. 6. Choose Back (F3). Result The Sales Group YN01 and YN02 have been created. 3.3 Define Trading contract Type Use The trading contract type YN00 is a pre-trading contract and is used as a Master Agreement with quantity update or as copy template carrying all necessary data. From Pre Contract no follow on documents will be created. Trading contracts can be created in reference to a Pre Contract in which quantity will be updated. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: IMG Menu Logistics General SAP Global Trade Management Trading Contract Define Trading Contract Type Transaction Code SPRO 2. On the Change View “Trading Contract: Trading Contract Type Definition“: Overview screen, select the entry 0000 Precontract and choose Copy As. Field name Description User action and values Comment Trading contract Type Pre contract YN00 For Pre-contract no follow-on documents are created in SD and MM Item category Drop shipment YN02 © SAP AG Page 8 of 14 SAP Best Practices Field name Pre-Trading Contract (401): Configuration Guide User action and values Comment Ext. Number active A external number active On creation of tc internal number is displayed GTM Sales Group YN03 GTM Purchasing Group YN03 Partner determination Description GTM both-sides GH01 Pricing 1 DefaultApplicStatus K Open Checks, Incompleteness Group Y1 Assign Group Characteristic Trading contract Grp YN01 Standard Pricing Incompleteness (Two-sided) 3. Save your settings. 4. Choose Back (F3). Result The trading contract YN00 has been created. 3.4 Assign document type to item category Use This setting allows you to assign item categories to trading contract types. You can also define any item category as a default; which can be changed manually in a document prior to release. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: IMG Menu Logistics General SAP Global Trade Management Trading Contract Assign document type to item category Transaction Code SPRO 2. On the Change View “Trading Contract: Document Type/Item Category Assignment“: Overview screen, enter following entries YN00 Precontract . © SAP AG Page 9 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide Trading contract Type Item category Name YN00 YN01 Drop Shipment YN00 YN02 Stock Shipment Default 3. Save your settings. 4. Choose Back (F3). Result The trading contract YN00 has been assigned. 3.5 Output Determination and Smartforms 3.5.1 Create BP Smartforms Use Process this activity to make sure that the smart forms are copied into your BP namespace. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: IMG Menu Tools Form Printout Smartforms Transaction Code SMARTFORMS 2. On the SAP Smart Forms: Initial Screen, choose Copy (Ctrl + F5). 3. In Source Object, enter the name of the smart form you want to copy. 4. In Target Object, enter the new name in your customer namespace. Source Object Target Object Trade Contract (WT) /SMB15/GT_WB_CUSTOMER /SMB15/GT_WB_VENDOR YNGT_WB_CUSTOMER YNGT_WB_VENDOR During developmet the /SMB15/AA_ object are created, operational use will be made of YNAA_objects 3.5.2 Copying Standard Print Programs into BP Namespace Use Process this activity to make sure that the smart form print programs are copied into your customer namespace. Procedure © SAP AG Page 10 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide Carry out the following steps: 1. Access the activity using one of the following navigation options: Transaction Code SE38 2. On the ABAP Editor: Initial Screen enter the source program. 3. Choose Copy (Ctrl + F5). 4. In the target program, enter the name of the new program. Source Program Target Program RWB2NAST /SMB15/ GT_RWB2NAST Result The Print Program has been created. 3.5.3 Activating Print Programs Use Process this activity to make sure that the Print Programs are active. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: 2. 3. 4. 5. IMG Menu System Services Reporting Transaction Code SA38 On the ABAP Editor: Initial Screen enter the Print Program. Choose Match (Shift + F9). If a dialog box occurs, choose Select all and then choose Continue. Repeat the step for the following Print Programs. Print Program /SMB15/ GT_RWB2NAST 6. Go back to continue the configuration. Result The Print Programs are activated. 3.5.4 Assigning Trade Contract Forms Use Process these activities to configure the Trade Management Smart Forms. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: © SAP AG Page 11 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide NACE Transaction Code 2. On the Conditions for output type screen, select the application type (for example WT for Trading Contract) in the application column and choose Output types (F5). 3. On the Display View “Output type”: Overview screen, choose the Change mode to change the configuration. 4. Choose the output type (for example WTHC for Header Message Customer) and double-click on processing routines in the left frame Dialog structure. 5. Choose New Entries and enter the following data: Output Type WTHC Application WT Medium 1 (Print output) Program YNGT_RWB2NAST Form routine ENTRY_TRCON_HEAD_CUSTOMER SmartForm YNGT_WB_CUSTOMER 6. Save your settings. 7. Repeat procedure 4 - 6 for the documents specified below: Description Output Type Applica Mediu Program tion m Form routine Smart Form / Form Header Message Customer WTHC WT 1 YNGT_RWB2NAST ENTRY_TRC YNGT_WB_CUSTOMER ON_HEAD_C USTOMER Header Message Vendor WTHV WT 1 YNGT_RWB2NAST ENTRY_TRC YNGT_WB_VENDOR ON_HEAD_V ENDOR 3.5.5 Assign Output Procedure to Purchasing Group Use In this step, you define the output procedure to be used by the trading contract at header and item level. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: IMG Menu Logistics - General SAP Global Trade Management Trading Contract Purchasing Group Transaction Code SPRO © SAP AG Page 12 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide 2. On the Change View Trading Contrac: Purchasing Group Definition:Overview screen, locate and double click on the YN03 - Grp. for Precontract row. 3. In the Message Section enter in the field Message Schema for Vendor the entry WTHV00. 4. Choose Save (Ctrl +S) 5. Choose Back (F3). 6. Repeat procedure 2 - for the documents specified below: PurchasingGRP Description Message Schema for Vendor the entry YN03 Grp. for Precontract WTHV00 3.5.6 Assign Output Procedure to Sales Group Use In this step, you define the output procedure to be used by the trading contract at header and item level. Procedure Carry out the following steps: 1. Access the activity using one of the following navigation options: IMG Menu Logistics - General SAP Global Trade Management Trading Contract Sales Group Transaction Code SPRO 2. On the Change View Trading Contrac: Purchasing Group Definition:Overview screen, locate and double click on the YN03 - Grp. for Precontract row. 3. In the Message Section enter in the field Message Schema Customer the entry WTHC00 4. Choose Save (Ctrl +S) 5. Choose Back (F3). 3.5.7 Output Control Data Records for Customer Messages for Trade Management Use The purpose of this activity is to create the output control records customer messages for Trade Management Procedure 1. Access the transaction using the following transaction code: SAP ECC menu Logistics Global Trade Management Trading Contract Environment Messages Edit Create Transaction code WWTA © SAP AG Page 13 of 14 SAP Best Practices Pre-Trading Contract (401): Configuration Guide 2. On the Create Condition Records (Head.mess.Customer): Fast entry screen, make the following entries: Field Name Description User Action and Values Comment WTHC Condition Type 3. Choose Key Combination. 4. Make the following entries: Sales Organization Distribution Channel Division Customer Partner Function Medium Dispatch Time 1000 30 10 GTMDE01 SH 1 4 1100 30 10 GTMUS01 SH 1 4 Lang. 5. Choose Communication and enter the required output device, choose Print Immediately and Release after Output. 6. Save your entries. 3.5.8 Output Control Data Records for Vendor Messages for Trade Management Use The purpose of this activity is to create the output control records vendor messages for Trade Management Procedure 1. Access the transaction using the following transaction code: SAP ECC menu Logistics Global Trade Management Trading Contract Environment Messages Edit Create Transaction code WWTA 2. On the Create Condition Records (Head.mess.Vendor): Fast entry screen, make the following entries: Field Name Description User Action and Values Comment WTHV Condition Type 3. Choose Key Combination. 4. Make the following entries: PurchaseOrg anization Invoicing Party Partner Function Medium Dispatch Time 1000 GTMCN01 VN 1 4 Lang. 5. Choose Communication and enter the required output device, choose Print Immediately and Release after Output. 6. Save your entries. © SAP AG Page 14 of 14