Golden Demo - SAP UI · Golden Demo SAP Business ByDesign . Golden Demo Supply Chain Highlights - Cycle Count February 19, 2013 2 ... Cycle Counting Creation of count tasks

SAP Cloud Reference Systems

Demo Script

Supply Chain Highlights – Cycle Count

Classification: Internal and for Partners

Manufacturing

Global

November 28, 2012

Golden Demo

SAP Business ByDesign

Golden Demo Supply Chain Highlights - Cycle Count

February 19, 2013 2

Table of Content

1 Demo Script Overview .......................................................................................................................................... 3

1.1 Demo Overview ............................................................................................................................................. 3

1.2 Intended Audience ........................................................................................................................................ 3

1.3 Protagonists .................................................................................................................................................. 3

1.4 Business Pain Points ..................................................................................................................................... 3

1.5 Key Messages and Value Proposition ........................................................................................................... 4

1.6 Story Flow Summary ..................................................................................................................................... 4

2 Technical Requirements ....................................................................................................................................... 5

2.1 Prerequisites ................................................................................................................................................. 5

2.2 System Access Information ........................................................................................................................... 5

2.2.1 System Landscape .......................................................................................................................... 5

2.2.2 System Access ................................................................................................................................ 5

2.2.3 Users ............................................................................................................................................... 5

3 Demo Steps ............................................................................................................................................................ 6

3.1 Prerequisite: Stock Overview ........................................................................................................................ 6

3.1.1 Check Stock Overview ..................................................................................................................... 6

3.2 Create new Cycle Count ............................................................................................................................... 7

3.2.1 Create New Product Count .............................................................................................................. 7

3.2.2 Create Count Task ........................................................................................................................... 8

3.3 Execute Cycle Count ..................................................................................................................................... 9

3.3.1 Confirm Count Task ......................................................................................................................... 9

3.3.2 Approve Count Result .................................................................................................................... 10

4 Scenario Quick Guide and Key Master Data ..................................................................................................... 12

4.1 Prerequisite: Stock Overview ...................................................................................................................... 12


February 19, 2013 3

1 Demo Script Overview

1.1 Demo Overview

This demo scenario describes how you can create and execute a new product count supported by count tasks. The

warehouse manager creates a count document based on all cycle-counted products; the system automatically creates the

respective count tasks. Each count document can contain a number of count tasks, which an assigned warehouse operator

accesses from physical inventory task folders. This helps to organize the counting-related work in your warehouse. You can

monitor the counting process and preview detailed information about the progress and status of count items and count

documents. You can view the counting results, including any differences when compared to the book values. With this

detailed information, you can quickly see and react to deviations as they occur and initiate appropriate follow-up actions,

such as requesting recounts. Once you approve a count document, the system updates the inventory and the inventory

records of your finance department.

This scenario includes features such as:

Cycle Counting

Creation of count tasks

Monitoring of count documents

React to deviations in quantity and value

1.2 Intended Audience

SAP internal: New hires

SAP external: CEO, CIO, CFO, Logistics Management

1.3 Protagonists

Warehouse Manager

Typical KPI’s

Inventory Accuracy

Fill rate

Resource Utilization

1.4 Business Pain Points

Inaccurate inventory levels impact many aspects of a business

Lost sales and lost customers

Late deliveries

High freight costs

Expediting costs

Write-offs at year end


February 19, 2013 4

1.5 Key Messages and Value Proposition

Grow the Business – improve inventory accuracy to ensure commitments are met

Ensure Profitability – eliminate lost sales due to inaccurate inventory levels

Stay Customer Centric – meet customer commitments

Overview

Give companywide visibility to accurate inventory levels

Ensure commitments and profitability through integration to supply chain and financials

Ensure true customer centricity through a complete and consistent view of all information

Key Features and Associated Benefits

Automatic Proposals of items to count

o Ensures you count the correct mix of high/med/low value items

Count Monitoring

o Visibility to the status of the cycle counts

Count Approval

o Approvals are required before inventory adjustments are posted

1.6 Story Flow Summary

This demo covers the business processes depicted in the orange boxes:

Create new Cycle Count

Check Stock Overview

Confirm Count Task

Approve Count Results


February 19, 2013 5

2 Technical Requirements

2.1 Prerequisites

None

2.2 System Access Information

2.2.1 System Landscape

Software Component Release Support Pack

SAP Business By Design FP4.0

2.2.2 System Access

Access your local demo system. The access details and demo features described here are available in all standard reference

systems as of FP40 V1.

2.2.3 Users

Predefined User ID User Name Password Component

Warehouse01P Luther Loblanski Welcome1


February 19, 2013 6

3 Demo Steps

3.1 Prerequisite: Stock Overview

3.1.1 Check Stock Overview

Introduction

Prior to beginning the demo you need to check the on-hand stock in order to get an overview which quantities have to

be entered during the product count.

What to Do

WoC Physical Inventory Management Common Tasks Stock Overview

Product ID: Click on More Options and enter the Products P100101, P100110, P100111

Site ID: P1100

Logistics Area ID: Click on More Options. Exclude logistics areas P1100-30-10 and P1100-50 from the selection

Click Go

Export the on-hand stock to MS Excel and save it on your desktop for reference in order to enter suitable values

during cycle count

What you Should See


February 19, 2013 7

3.2 Create new Cycle Count

3.2.1 Create New Product Count

What to Say

Introduction

The Warehouse Manager creates a new physical inventory count document for selected products that are to be

counted in a certain cycle maintained in the material master data. Additionally the warehouse manager excludes

logistics areas from the count.

Key Features and Advantages

Items due to be counted can be automatically selected, ensuring the correct mix of items.

Count tasks can be split by various criteria, to optimize the count execution.

Value Statement

Cycle Counting greatly improves the ability to identify and fix inaccurate data, such as misplaced, mislabeled, or lost

stock.

It also improves the supply chain operations through more accurate inventory data.

What to Do

WoC Physical Inventory Management Common Tasks New Product Count

Storage Location ID: P1100

Mark Only Cycle-Counted Products indicator

Click Go

Select products P100101, P100110 and P100111 for counting

Click Next

What you Should See


February 19, 2013 8

3.2.1 Create New Product Count

3.2.2 Create Count Task

What to Say

Introduction

After selecting the scope of the count with regards to products and logistics areas, the count task is created

automatically.

What to Do

Exclude the following logistic areas from the product count: P1100-30-10, P1100-50.

Click Finish.

Click Close.

What you Should See


February 19, 2013 9

3.2.2 Create Count Task

3.3 Execute Cycle Count

3.3.1 Confirm Count Task

What to Say

Introduction

The automatically created count tasks are used to execute the product count. The warehouse manager can also print

the count task in order to get a list of all products and logistics areas to be counted. The count results are recorded

and confirmed in the count task.


Count sheets can be used for ‘Blind Counts’, where the book value is not displayed, or confirmation of book values.

Value Statement

Optimized count sheets allow greater efficiency in Cycle Count execution.

What to Do

WoC Physical Inventory Task Control

Show Tasks Not Started

Click Confirm

Product Actual Quantity: <Enter the on-hand stock from the Excel export for the three items; enter a quantity

variance of e.g. 2 EA for product P100111>


February 19, 2013 10

3.3.1 Confirm Count Task

Click Finish All Items

Click Close

What you Should See

3.3.2 Approve Count Result

What to Say

Introduction

The warehouse manager monitors the physical inventory counting process and is enabled to prioritize and quickly

access all current count documents that might require your attention due to variances in quantity and value. By

approving the count results the inventory gets updated automatically.


Exception Monitoring of tasks gives visibility to items with variances.

Items can be submitted for re-count quickly, to confirm variance is accurate before making adjustments.

Value Statement

Rapid visibility to variances helps identify and correct receiving, shelving, ordering, packaging, labeling, returns, and

fulfillment errors.

What to Do



3.3.2 Approve Count Result

WoC Physical Inventory Monitoring: By PI Count Document

Show PI Count in Process

Click Edit

Go to tab Count Items and check the variances in quantity and value

Click Approve All Count Items

Click Save

Click Close

What you Should See



4 Scenario Quick Guide and Key Master Data

4.1 Prerequisite: Stock Overview

Steps Summary

Path Data to Use/Enter Activity

Step 1 – Check Stock Overview

WoC Physical Inventory

Common Tasks Stock

Overview

Products: P100101, P100110, P100111 Select the products to be counted and

check the on-hand stock

Export to MS Excel

Step 2 – Create New Product Count


Common Tasks New

Product Count

Storage Location ID: P1100

Only Cycle-Counted Products

Products: P100101, P100110, P100111

Select the scope of products to be

included in the cycle count

Step 3 – Create Count Task

Exclude logistics areas: P1100-30-10,

P1100-50

Select the logistics areas to be

counted

Step 4 – Confirm Count Task


Task Control

Filter Tasks Not Started

Click Confirm

Product Actual Quantity: <Enter the on-

hand stock from the Excel export for the

three items; enter a quantity variance for

one item>

Click Finish All Items

Step 5 – Approve Count Result


Monitoring: By PI Count

Document

Filter PI Count In Process

Click Edit

Physical Inventory Count

Tab Count Items

Check variances in quantity and value

Click Approve All Count Items

Click Save

Click Close



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Documents

Golden Demo - SAP UI · Golden Demo SAP Business ByDesign . Golden Demo Supply Chain Highlights - Cycle Count February 19, 2013 2 ... Cycle Counting Creation of count tasks