Automotive Consulting Solution - SAP Service Marketplacesapidp/011000358700001067122013E/... · Automotive Consulting Solution Automated Creation of SD-Scheduling Agreements via IDoc

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  • Automotive Consulting SolutionAutomated Creation of SD-Scheduling Agreements via IDoc or MS-Excel

  • 2 SAP SE or an SAP affiliate company. All rights reserved.

    Agenda

    1. Benefit for the Customer

    2. Description of the Function

    3. The Function in the System

    4. Technical Information

  • 3 SAP SE or an SAP affiliate company. All rights reserved.

    Customer Benefit

    Proven solutions/services of SAP Automotive Consulting

    Solutions already running productive at several customers

    Solutions and documentation are available in German and English

    Prompt implementation possible

    Defined timeframe for implementation

    Exact calculation of implementation cost. Implementation for fixed price

    6 months of free follow up care operations for bug corrections starting at

    the date of installation within the development landscape. Afterwards

    chargeable consulting support starts

    No additional ongoing costs (i.e. maintenance cost)

    Time

    Cost

    Solution

  • 4 SAP SE or an SAP affiliate company. All rights reserved.

    Agenda

    1. Benefit for the Customer

    2. Description of the Function

    3. The Function in the System

    4. Technical Information

  • 5 SAP SE or an SAP affiliate company. All rights reserved.

    Process/Motivation: Excel list

    Many customers are changing their terms of contract on a regular basis (e.g.

    biannual). This may implicate that, per customer/ship-to party and material

    number, new SD-scheduling agreements have to be created

    To minimize manual work the creation of scheduling agreements shall take place

    automatically to the greatest possible extend

    Some of the parameters stay unchanged, like e.g. the sales document type, the

    sales area and so on. Most of the time only the material numbers / purchase

    order numbers or change states are changing

    Previously coordination with the customers were taking place by means of Excel

    lists. They serve as basis for a program which creates SD-scheduling

    agreements automatically

  • 6 SAP SE or an SAP affiliate company. All rights reserved.

    Process/Motivation: IDoc

    Furthermore, if required, single SD-scheduling agreements shall be created

    automatically for selective internal customers (own plants) which send their

    forecast delivery schedules via EDI

    Thus the effort through manual maintenance beforehand is minimized as far as

    that SD-scheduling agreements are only created when the first purchasing

    orders corresponding to the relevant materials (EDI-forecast delivery schedules)

    are available

    Some configuration setting is required because not all the necessary information

    is transferred via IDoc (e.g. scheduling agreement type, sales area, further

    partners, etc.)

  • 7 SAP SE or an SAP affiliate company. All rights reserved.

    Project relevant topics

    In order to create scheduling agreements automatically, it should be checked

    beforehand, if e.g.:

    The relevant material master sights are existing

    A sales price is maintained

    A customer material info record or the customer material number in the Excel

    list are existing

    Before a program for the automated creation of SD- scheduling agreements is

    started it shall be illustrated in an overview list that the criteria to check are existing

    so that a successful creation of an SD-scheduling agreement is possible.

    The check criteria and standard value for the creation of SD-scheduling agreements

    (like e.g. sales document type, sold-to party, delivering plant) have to be stored in

    separate master data tables / transactions.

  • 8 SAP SE or an SAP affiliate company. All rights reserved.

    Agenda

    1. Benefit for the Customer

    2. Description of the Function

    3. The Function in the System

    4. Technical Information

  • 9 SAP SE or an SAP affiliate company. All rights reserved.

    Automated creation via IDoc

    Configuration settings Derivation of scheduling agreement type

    Derivation of organizational data

    Derivation of partner

    Example for IDoc-Inbound

    Automated creation via MS-Excel

    Configuration settings Check on material master sights

    Standard values for SD-schedule agreement creation

    Example: setup of the Excel list

    Monitor Selection and standard values

    Overview list and functions

    The function in the system - Overview

  • 10 SAP SE or an SAP affiliate company. All rights reserved.

    Automated creation via IDoc

    Configuration settings Derivation of scheduling agreement type

    Derivation of organizational data

    Derivation of partner

    Example for IDoc-Inbound

    Automated creation via MS-Excel

    Configuration settings Check on material master sights

    Standard values for SD-schedule agreement creation

    Example: setup of the Excel list

    Monitor Selection and standard values

    Overview list and functions

    The function in the system - Overview

  • 11 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via IDoc: Derivation of scheduling agreement type

    During the creation of SD-scheduling agreements certain values have to be

    specified. This data can be partly adopted from the transferred IDoc. Further data

    is derived from or rather specified by configuration settings.

    Depending on e.g. the KANBAN indicator of the customer it can be specified with

    which sales document type the SD-scheduling agreement should be created. The

    scheduling agreement IDoc contains the relevant KANBAN indicator.

  • 12 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via IDoc: Derivation of organizational data

    Depending on the transferred IDoc data and the scheduling agreement type it can

    be specified with which organizational data the SD-scheduling agreement should

    be created.

    The scheduling agreement IDoc contains the correspondent criteria:

    Vendor

    Partner description and

    Customer material (optional, maskable)

  • 13 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via IDoc: Derivation of organizational data (detail)

    These standard values, if they are entered, override the standard derivation (e.g.

    the shipping point determination)

  • 14 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via IDoc: Derivation of partner

    It can be specified to the sales area and the sold-to party (or rather ship-to party)

    with which further partners the SD-scheduling agreement should be created.

    Thus the partners are derived:

    Bill-to party

    Payer

  • 15 SAP SE or an SAP affiliate company. All rights reserved.

    Automated creation via IDoc

    Configuration settings Derivation of scheduling agreement type

    Derivation of organizational data

    Derivation of partner

    Example for IDoc-Inbound

    Automated creation via MS-Excel

    Configuration settings Check on material master sights

    Standard values for SD-schedule agreement creation

    Example: setup of the Excel list

    Monitor Selection and standard values

    Overview list and functions

    The function in the system - Overview

  • 16 SAP SE or an SAP affiliate company. All rights reserved.

    During processing of the scheduling agreement IDocs without appropriate SD-

    scheduling agreement the following functions are used:

    Pre checks: customer internal; scheduling type, exclusion via foreign function,

    etc.

    Derivation of the additional scheduling agreement data (configuration

    settings, distinct material, partner, )

    SD-scheduling agreement creation

    Creation of a correction delivery (only with positive cumulative quantity

    received by customer)

    Transfer scheduling agreement with cumulative quantity

    If errors occur, restart of the IDoc processing

    Creation via IDoc: Process

  • 17 SAP SE or an SAP affiliate company. All rights reserved.

    All occurring messages and the created SD-scheduling agreement are being

    logged in the status record of the scheduling agreement IDoc.

    Creation via IDoc: Result - IDoc status record after

    processing

  • 18 SAP SE or an SAP affiliate company. All rights reserved.

    Automated creation via IDoc

    Configuration settings Derivation of scheduling agreement type

    Derivation of organizational data

    Derivation of partner

    Example for IDoc-Inbound

    Automated creation via MS-Excel

    Configuration settings Check on material master sights

    Standard values for SD-schedule agreement creation

    Example: setup of the Excel list

    Monitor Selection and standard values

    Overview list and functions

    The function in the system - Overview

  • 19 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via MS-Excel: Check on material master sights

    In a transaction it can be deposited per plant which material master sights have to

    be obligatory and which are optional. The following settings are available:

    Can be maintained: The material master sight can be available to support

    the creation of the SD-scheduling agreement (e.g. sales texts)

    Has to be maintained: The material master sight has to be available to

    create the SD-scheduling agreement (e.g. sales views)

    Not relevant: The material master sight is not relevant to create SD-

    scheduling agreements

  • 20 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via MS-Excel: Standard values for SD-scheduling

    agreement creation

    During creation of a SD-scheduling agreement certain values (e.g. sales

    organization, sales order type,) have to be entered. A part of the fields can be

    specified in a configuration table.

  • 21 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via MS-Excel: Example for setup of the Excel list

  • 22 SAP SE or an SAP affiliate company. All rights reserved.

    Automated creation via IDoc

    Configuration settings Derivation of scheduling agreement type

    Derivation of organizational data

    Derivation of partner

    Example for IDoc-Inbound

    Automated creation via MS-Excel

    Configuration settings Check on material master sights

    Standard values for SD-schedule agreement creation

    Example: setup of the Excel list

    Monitor Selection and standard values

    Overview list and functions

    The function in the system - Overview

  • 23 SAP SE or an SAP affiliate company. All rights reserved.

    The selection of the data for the

    creation of the SD-scheduling

    agreement can be divided into:

    Selection of the configuration key

    Selection of the relevant materials

    (through multiple selection or via a

    classification attribute of the

    material master)

    Choice of an Excel table in which

    further information (like e.g.

    customer material number,

    purchase order number) can be

    deposited

    Creation via MS-Excel: Selection and standard values

  • 24 SAP SE or an SAP affiliate company. All rights reserved.

    Creation via MS-Excel: Output list

  • 25 SAP SE or an SAP affiliate company. All rights reserved.

    ALV standard functions like, sort, filter, print, change

    layout, download and adjustment of Layout.

    Execute partner determination again: If several partners

    are existing for the respective partner role in the sales

    area of the customer they can be selected via the

    standard selection (pop-up) and the partner

    determination can be executed again for the selected

    position of the output list.

    Creation via MS-Excel: Output list functions I

  • 26 SAP SE or an SAP affiliate company. All rights reserved.

    Jump to the sight: Change material master (transaction MM02

    Creation of one or more SD-scheduling agreements in the foreground

    Creation of one or more SD-scheduling agreements in the

    background

    Display of messages: If messages are existing a flag is appearing in

    the column Message. Via this flag you can go to another list in

    which all messages can be displayed:

    Creation via MS-Excel: Output list functions II

  • 27 SAP SE or an SAP affiliate company. All rights reserved.

    Agenda

    1. Benefit for the Customer

    2. Description of the Function

    3. The Function in the System

    4. Technical Information

  • 28 SAP SE or an SAP affiliate company. All rights reserved.

    Technical Information

    Available for SAP ERP ECC 6.0

    Activation of automotive industrialized solution in SAP ERP System not

    necessary

    Technical installation is possible remotely

    Modification-free

    Delivery in Z-namespace

  • 29 SAP SE or an SAP affiliate company. All rights reserved.

    Source of Information

    OSS-System

    Notes (Search term: Automotive Consulting Solutions)

    Internet

    Overview-, Detail- and Customer presentations

    http://www.sap.com/acs

    Email - distribution list

    Signing up through [email protected]

    http://www.sap.com/acs

  • Thank you!

    Mario Rebitzer

    Platinum Consultant

    Industry Area Automotive

    SAP Deutschland SE & Co. KG

    Hasso-Plattner-Ring 7

    69190 Walldorf, Germany

    M +49/ 170 22 00 287

    S +49/ 6227 7 44674

    E [email protected]

    mailto:[email protected]

  • 31 SAP SE or an SAP affiliate company. All rights reserved.

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