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Golden Demo Intercompany Stock Transfer
SAP Business ByDesign Reference Systems
Demo Script
Supply Chain Highlights – Intercompany Stock Transfer
Classification: Internal and for Partners
Version: 20171218
Golden Demo Intercompany Stock Transfer
Document Version: 20171218 2
Disclaimer
This demo script is based on the ByD Reference System for the Almika model company. There are several country versions
of the Almika ByD implementation available. The content is similar but deviates especially with respect to language support,
names and object descriptions. Sample data used in this demo script relates to the US country version – for other country
versions different data samples might be relevant.
A prerequisite for being able to fully understand this demo script and run the demo, is a sound system knowledge on SAP
Business ByDesign. General assumption is that you are familiar with the Learning Center content available in your ByD
system at: Home Self-Services – Learning Center.
Although the script has been tested carefully you might nevertheless encounter different system behavior when running a
demo in an actual Almika demo tenant.
Release Statement
This version of the demo script is released for the following country versions of the ByD Reference System for the Almika
model company:
• US – United Stated, as of demo release ByD 1705
• DE – Germany, as of demo release ByD 1705
• UK – United Kingdom, as of demo release ByD 1705
• FR – France, as of demo release ByD 1705
• AT – Austria, as of demo release ByD 1705
• CH – Switzerland, as of demo release ByD 1705
• NL – Netherlands, as of demo release ByD 1705
• CA – Canada, as of demo release ByD 1705
• MX – Mexico, as of demo release ByD 1705
• AU – Australia, as of demo release ByD 1705
• CN – China, as of demo release ByD 1705
• IN – India, as of demo release ByD 1705
The demo release basically is determined by the time when the demo tenant has been provisioned for demo usage, a demo
tenant provided between mid of March and mid of June 2018 is part of the demo release ByD 1802.
As of demo release ByD 1802 the release status of your ByD demo tenant can be identified in the Company-Specific-Help:
You can find a help entry “ByD <nnnn> Demo Guides <CC>” under Help – Company-Specific-Help. <nnnn> specifies the
demo release of your ByD demo tenant, e.g. ‘1802’ – released in February 2018. <CC> specifies the country version of your
demo tenant, e.g. ‘US’ – Almika US country version. The version-controlled demo guides provided in this help entry match to
the demo release and the country version of your ByD demo tenant. Please be aware that the demo guides are not specific
to the country version, only the version of the demo guide is specific to your ByD demo tenant.
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Table of Content
1 Demo Script Overview ................................................................................................................................... 4
1.1 Demo Overview ...................................................................................................................................... 4
1.2 Intended Audience.................................................................................................................................. 4
1.3 Protagonists ........................................................................................................................................... 4
1.4 Business Pain Points .............................................................................................................................. 4
1.5 Key Messages and Value Proposition ..................................................................................................... 5
1.6 Story Flow Summary .............................................................................................................................. 5
2 Technical Requirements ................................................................................................................................ 6
2.1 System Access Information ..................................................................................................................... 6
2.2 User Accounts ........................................................................................................................................ 6
3 Demo Steps .................................................................................................................................................... 7
3.1 Prerequisites: Stock Overview................................................................................................................. 7
3.1.1 Check Stock Overview (Prerequisite Activity) .............................................................................. 7
3.2 Create Purchase Order ........................................................................................................................... 8
3.2.1 Create Purchase Order .............................................................................................................. 8
3.3 Perform Shipment and Invoicing ............................................................................................................. 9
3.3.1 Release Customer Demand ....................................................................................................... 9
3.3.2 Post Goods Issue .................................................................................................................... 10
3.3.3 Create Customer Invoice and show supplier invoice within document flow ................................. 11
3.4 Perform Inbound Processing ................................................................................................................. 12
3.4.1 Post Goods Receipt ................................................................................................................. 12
3.4.2 Post Supplier Invoice ............................................................................................................... 15
4 Scenario Quick Guide and Key Master Data ................................................................................................ 16
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1 Demo Script Overview
1.1 Demo Overview
This demo scenario describes how a required product which is out of stock at company Almika is ordered from the affiliated
company Innovat by the purchaser in an intercompany scenario.
The scenario shows all relevant business process steps from ordering to invoicing by using a full electronic data exchange
setup of the involved business partners and transferred business documents.
This scenario includes features such as:
Electronic data transfer using XML standard
Automatic generation of the respective business documents
Automatic sales order release and purchase order acknowledgement by data exchange
Automatic posting of supplier invoice document
The document flow ensures complete transparency across the whole business process.
Electronic data transfer avoids double entry and incorrect data.
Automatic postings speed up the process and provide complete process transparency
1.2 Intended Audience
SAP internal: New hires
SAP external: CEO, CIO, Sales Management, Logistics Management, Partner Presales
1.3 Protagonists
The roles in the story are the following:
Purchaser / Warehouse Manager / Financial Accountant (Buying Side)
Warehouse Manager / Sales Representative (Selling Side)
KPI for Role 1: Purchasers are measured on Purchase Price Variance (PPV) timely delivery of purchased goods and
spend management
KPI for Role 2: Warehouse managers care about inventory accuracy, picking and put away efficiency.
KPI for Role 3: Sales agents care about total sales and unshipped orders
1.4 Business Pain Points
Inability to have any visibility into the relationship between the buying and affiliated selling company
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1.5 Key Messages and Value Proposition
Overview
ByDesign, as an enterprise level ERP system, provides both the capability to execute all the required tasks but also visibility
in the flow of the transaction between entities.
Key Features and Associated Benefits
Tracking the life cycle from the buy side
o Knowing when and how the transaction will impact the supply chain
Leveraging the relationship between the two entities to minimize the data entry effort
o Reduced data entry requirements and reduced errors
1.6 Story Flow Summary
This demo covers the business process depicted in the dark orange boxes.
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2 Technical Requirements
2.1 System Access Information
To run the demo, you need access to a ByD demo tenant for the Almika model company, which is available in different
country versions.
2.2 User Accounts
The following user accounts for ByD Almika implementation are to be used to run the demo:
Predefined User ID User Name Password Component
Supplyplanner01p Richard Stone Welcome1
Purchase Requests and Orders
Inbound Logistics
(Requesting Company)
Warehouse91 Chris Jones Welcome1
Outbound Logistics Control
Outbound Logistics
(Selling Company)
Sales91 Katie Sell Welcome1 Customer Invoicing
(Selling Company)
Financial02 Iris Green Welcome1 Supplier Invoicing
(Requesting Company)
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3 Demo Steps
3.1 Prerequisites: Stock Overview
3.1.1 Check Stock Overview (Prerequisite Activity)
Prerequisite
Prior to beginning the demo for your customer you need to check if there is enough stock to run the demo.
What to Do
Logon with user supplyplanner01p (Richard Stone) requesting company
WoC Physical Inventory Access Common Tasks Stock Overview.
Product ID: P110220
Logistics Area ID: 2100-0
For running the demo there should be at least 2 ea on-hand.
What you Should See
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3.2 Create Purchase Order
3.2.1 Create Purchase Order
What to Say
Introduction
The Create Purchase Order business process enables you to manually create a purchase order with or without
reference to a contract or a list price.
If all relevant data is maintained, the purchase order is sent to the supplier, which, in this case, is a partner company
in the same SAP Business ByDesign system. It is also possible that an approval procedure depending on the
purchase order value is in place. Optionally, a purchase order acknowledgment can be used. The process can have
multiple degrees of automation.
Key Features and Advantages
The requesting company sends a purchase order to the selling company. After releasing the purchase order in the
buying company, a sales order is generated in the supplying company without any manual postings.
Value Statement
This highly automated process avoids double entries and incorrect data. The process is sped up as there are no
breaks in the supply chain.
What to Do
Logon with user supplyplanner01p (Richard Stone) requesting company
WoC Purchase Requests and Orders Access Common Tasks New Purchase Order
Supplier: Innovat
Product ID: P110220 (Stove Pipe Set)
Ship-To/Service Location ID: P1100
Quantity: 2 EA
Click Order
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What you Should See
3.3 Perform Shipment and Invoicing
3.3.1 Release Customer Demand
What to Say
Introduction
The business process within the model company is automated: When the requested product is available, the
corresponding sales order will be released automatically and will be ready for further processing in the customer
demand view.
Key Features and Advantages
The sales order is immediately booked and released in the selling company without any manual step. If the requested
product is in stock the warehouse operations can start and the demand from the requesting company can be fulfilled
in a timely manner.
Value Statement
This highly automated process increases customer satisfaction and the efficiency of the order to invoice process.
What to Do
Logon with user Warehouse91 (Chris Jones) selling company
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3.3.1 Release Customer Demand
WoC Outbound Logistics Control View Customer Demand
Show Orders Created Today
Select automatically created sales order and click Release
What you Should See
3.3.2 Post Goods Issue
What to Say
Introduction
The goods issue is posted on the selling side.
What to Do
WoC Outbound Logistics View Delivery Proposals
Show All Proposals by Selection
Select the delivery proposal belonging to the related sales order in the previous step
Click Post Goods Issue
Source Logistics Area ID: 2100-0
Click Propose Quantities
Click Release
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3.3.2 Post Goods Issue
What you Should See
3.3.3 Create Customer Invoice and show supplier invoice within document flow
What to Say
Introduction
After releasing the outbound delivery, the customer invoice can be created on the selling side. When posting the
customer invoice in the selling company, the supplier invoice is created automatically in the requesting company and
is prepared for booking.
Key Features and Advantages
As the supplier invoice is created automatically by the customer invoice, no manual data entry for the supplier is
needed.
Value Statement
This ensures failure free and consistent invoice documents.
What to Do
Logon with user Sales91 (Katie Sell) selling company
WoC Customer Invoicing View Overview Today´s Invoice Requests
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3.3.3 Create Customer Invoice and show supplier invoice within document flow
Select invoice request related to the newly created outbound delivery
Click Invoice
Click Release
WoC Customer Invoicing Invoice Documents Today´s Invoice Documents
Click Invoice ID for the document created in previous step
Click View All
Click Document Flow
Click Close
What you Should See
3.4 Perform Inbound Processing
3.4.1 Post Goods Receipt
What to Say
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3.4.1 Post Goods Receipt
Introduction
On the buying side the advised inbound delivery notification is automatically created so that the goods receipt can be
posted immediately.
Key Features and Advantages
The creation of the inbound delivery notification provides additional visibility as to the status of the order to the sister
company. This is automatically created at point of shipment so no additional entry is required on either side of the
transaction.
Value Statement
Proactive automatic notification means that work is more efficiently planned and errors are reduced.
What to Do
Logon with user Supplyplanner01P (Richard Stone) requesting company
WoC Inbound Logistics View Inbound Delivery Notifications
Show Advised Delivery Notifications
Click Post Goods Receipt
Target Logistics Area ID: P1100-20
Click Propose Quantities
Click Save and Close
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What you Should See
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3.4.2 Post Supplier Invoice
What to Say
Introduction
The supplier invoice was created automatically via data exchange in status Ready for Posting and can now be
posted.
Key Features and Advantages
Unlike non-related entity purchases, supplier invoices are automatically created reducing entry time and errors.
Value Statement
Any reduction in data entry requirements instantly makes individuals more productive and able to focus on more value
added activities. Reduction/elimination of errors reduces workload and rework.
What to Do
Logon with user Financial02 (Iris Green)
WoC Supplier Invoicing View Invoices and Credit Memos
Show All Documents
Select the relevant supplier invoice
Click Post to post the supplier invoice
Status changed to Posted
What you Should See
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4 Scenario Quick Guide and Key Master Data
This section summarizes the entire process and provides all the master data that you need to run it. If there is more than one
process alternative, additional tables will be provided.
This chapter is intended as a quick reference for experienced users who have understood the basics of the business process
and have already completed the scenario.
Steps Summary
Path Data to Use/Enter Activity
Step 1 – Stock Overview
WoC Physical Inventory
Access Common Tasks
Stock Overview
Product ID: P110220
Unrestricted Stock
Logistics Area: 2100-0
Check if stock is available
Step 2 – Create Purchase Order
WoC Purchase Requests and
Orders Access Common
Tasks New Purchase Order
Product ID: P110220
Supplier: 1000001
Quantity: 2 EA
Order
Step 3 – Release Customer Demand
WoC Outbound Logistics
Control Customer Demand
Filter “Orders Created Today”, select the
created customer demand
Release
Step 4 – Post Goods Issue
WoC Outbound Logistics
Delivery Proposals
Filter “All Proposals by Selection”
Source Logistics Area ID: 2100-0
Actual Quantity: 2 EA
Post Goods Issue
Release
Step 5 – Create Customer Invoice
WoC Customer Invoicing
Overview
Filter “Today`s Invoice Requests”, select
the relevant invoice request
Invoice
Release
Step 6 – Post Goods Receipt
WoC Inbound Logistics
Inbound Delivery Notifications
Filter “Advised Delivery Notifications”,
select relevant inbound delivery
notification
Target Logistics Area ID: P1100-20
Actual Quantity: 2 EA
Post Goods Receipt
Save and Close
Step 7 – Check Supplier Invoice
WoC Supplier Invoicing
Invoices and Credit Memos
Filter “All Documents” and search for the
customer invoice
number from step 4
Post
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SAP SE or an SAP affiliate company.
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