Make-to-Order Production Exercise in SAP: Sales Order to Delivery, Assignments of Introduction to Business Management

Download Make-to-Order Production Exercise in SAP: Sales Order to Delivery and more Assignments Introduction to Business Management in PDF only on Docsity! MIST 5600 – Integrated Enterprise Wide-Systems Make-to-order production Name _____________________________________________ Exercise 4 Make-to-Order Production with Prompt Delivery This exercise shows the make-to-order production (assembly) of gasoline tanks for motorbikes. The exercise mainly focuses on a close integration of sales and distribution, production and shipment to be able to dispatch the sales order to the customer as quickly as possible after the production completion. Process Chain  Creating a Sales Order for a product not kept in inventory. This will automatically generate the relevant production order. In this case it is a red deluxe gas tank that must be produced from an unpainted gas tank, red paint, and a gas cap.  We assume production is done ahead of schedule. After production has been completed, you will confirm the Production Order as fully completed  Newly Determining the Availability of the Sales Order  Shipment  Creating the Transfer Order for the Delivery  Billing  Record the payment Spring 2003 1/9 MIST 5600 – Integrated Enterprise Wide-Systems Make-to-order production A. Creating a Sales Order In this first process step you play the role of an employee in sales order processing working in the sales organization Germany/Frankfurt. A customer orders goods that have to be specifically produced in make-to-order production and is to be delivered as quickly as possible. A1. Select Logistics  Sales and Distribution  Sales  Order  Create. A2. On the Create Sales Order: Initial Screen, enter the following data: Field Data Description Order type OR Standard Order Sales organization1000 Frankfurt/Germany Distribution channel12 Sold for resale Division 00 Cross-division A3. Confirm your entries . A4. On the Create Standard Order: Overview - screen, on the Sales folder, enter the following data: Field Data Description Sold-to party 1900 J & P, Duesseldorf PO number GTD-1XX XX – Your group number PO date current date MM/DD/YYYY Req.deliv.date current date + 2 weeks Pricing date current date Material 1400-700-1XX XX – Your group number Order quantity 1 (piece) A5. Confirm your entries. The system presents the information “Change in invoice date: The billing date is redetermined” because the proposed Req.deliv.date has been changed. Spring 2003 2/9 MIST 5600 – Integrated Enterprise Wide-Systems Make-to-order production B8. Select Order Display. B9. On the Production Order Display: Initial Screen, enter the following data: Data Your production order number B10. Confirm your entry. B11. On the Production order Display: Header screen, please note the finish date of the production order on the General folder for the ensuing comparison with the dates of the sales order. B12. To check the order status, on the Production order Display: Header screen, click on by the Status line. On the Display Status screen, you will find the status DLV in the section System status, which shows that the order has been completely produced and delivered to the warehouse. The respective sales order can therefore be dispatched. B13. Return to the main SAP Easy Access menu. C. Newly Determining the Availability of the Sales Order In this exercise, we assume that the sales person converses with the customer and thus is informed that the gasoline tanks are to be delivered as soon as possible. To determine the most recent shipping date, the sales person executes an availability check and confirms (or modifies) the newly calculated date. After that the shipment can take place. C1. Select Logistics  Sales and Distribution  Sales  Order  Change. C2. Enter your original sales order number. Press Enter. C3. On the Change Standard Order XXXX: Overview screen, mark the first order item and select Schedule lines for item . C4. On the Change Standard Order XXXX: Item data screen, mark the schedule line that contains a confirmed quantity and select Sched. Line-detail (the magnifying glass). C5. On the Change Standard Order XXXX: Schedule Line Data screen select the Sales folder. You can now see the planned delivery date. The Shipping folder shows the formerly planned material availability date and the transportation planning date. You see that the material availability has been planned in accordance to the former order finish date of the production order. C6. Select Back to return to the Change Standard Order XXXX: Item data C7. To determine the shipping dates based on the new availability situation, change Deliv. Date to the current date. Spring 2003 5/9 MIST 5600 – Integrated Enterprise Wide-Systems Make-to-order production C8. Select Item availability . The system now checks the availability of the necessary materials taking into consideration the confirmed actual dates of the respective production order. Acknowledge the information message that is presented. After the availability check has been completed, you can see that the system created a second schedule line and that the delivery can be dispatched earlier than planned. C9. To check the new material staging date, mark the schedule line with the confirmed quantity on the Change Standard Order XXXX: Item data screen and then select Sched. line – detail C10. On the Shipping folder, you can see the new dates. Set the Transport. plan. date to the current date. The shipping point is 1000 in plant 1000 (Hamburg). C11. Save the sales order. D. Shipment After confirming the delivery date brought forward by the sales person, the delivery for the sales can be created. D1. Select Logistics  Sales and Distribution  Shipping and Transportation  Outbound delivery  Create Single Document With Reference to Sales Order D2. Enter the Shipping Point: 1000 D3. Enter the order number: XXXX D4. Press Enter. D5. Save. D6. The delivery is created. Take note of the document number. ______________ D7. Exit to the main menu. E. Creating the Transfer Order for the Delivery E1. Select Logistics  Sales and Distribution  Shipping and Transportation  Picking  Create Transfer Order Single Document E2. On the Create Transfer order for Delivery Note: Initial Screen, enter the following data: Field Data Whse number 010 Plant 1000 Delivery Your document Spring 2003 6/9 MIST 5600 – Integrated Enterprise Wide-Systems Make-to-order production Adopt pick.quantity 2 E3. Press Enter to confirm your entries. The system creates a transfer order for the picking of the delivery quantities. The option 2 (adopt picking quantity) has the effect that the goods issue posting for the delivery is done at the same time. E4. Save. Record the transfer order number: _______________________________ E5. Return to the SAP Easy Access menu. F. Billing To complete the business process, you need to create the billing document with reference to the delivery created earlier. F1. Select Logistics  Sales and Distribution  Billing  Billing Document  Create F2. On the Create Billing Document screen, enter the following data: Field Data Document number Delivery document number F3. Confirm your entry. On the Invoice (F2): Overview of Billing Items screen, the system displays the billing items for the gasoline tanks delivered. F4. Select Save. The system now automatically forwards the billing data to financial accounting and profitability analysis and the make-to-order production has been completed. F5. Return to the SAP Easy Access menu. G. Displaying the Document Flow To integrate all the information in the logistics chain, the individual Sales and Distribution documents build on each other and form a network of interrelated documents. You can access the document flow from any of the Sales and Distribution documents involved in the entire business transaction. In the case below, the document flow is accessed from the sales order. G1. Select Logistics  Sales and Distribution  Sales  Order  Display. If the R/3 System does not automatically propose it, enter the sales order number from the first transaction or search for the order using a matchcode. G2. On the Display Sales Order: Initial Screen, select Display Document flow. Spring 2003 7/9