SAP Dealer Business Management: Business Scenario and …€¦ · Assigning Warranty Claim Item Type – Order Item Cate gory ... SAP Dealer Business Management: Business Scenario

SAP Dealer Business Management: Business

Scenario and Busine

Release 2005

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SAP Online Help 22.12.2006

SAP Dealer Business Management: Business Scenario and Business P 2005 2

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SAP Dealer Business Management: Business Scenario and Business Process Configuration7

General Information ............................................................................................................... 8

Activating the Language of BC Sets ...................................................................................... 9

Configuring a Client ............................................................................................................. 10

BC Sets for Dealer Business Management (DBM).............................................................. 11

Activating DBM BC Sets /DBM/ERP*............................................................................... 12

Defining Field Control for the Loading Group and Transportation Group (HAWA) ............. 13

Enterprise Structure ............................................................................................................. 14

Defining the Credit Control Area ...................................................................................... 15

Assigning Organizational Elements ................................................................................. 16

Logistics General ................................................................................................................. 17

Setting Up Conversion Exit for Material Numbers............................................................ 18

Defining the Batch Level .................................................................................................. 19

Activating Internal Batch Number Assignment................................................................. 20

Processing Number Ranges for Internal Batch Number Assignment.............................. 21

Maintaining Company Codes for Materials Management ................................................ 22

Sales and Distribution .......................................................................................................... 23

Defining Common Distribution Channels and Divisions................................................... 24

Defining Conditions for Value-Added Tax ........................................................................ 25

Dealer Business Management (DBM) ................................................................................. 26

Defining an External Manufacturer................................................................................... 27

Assigning an External Manufacturer ................................................................................ 28

Maintaining Number Ranges for the DBM Order ............................................................. 29

Accounting (Financials, Controlling) .................................................................................... 30

Processing the Controlling Area....................................................................................... 31

Creating Cost Elements ................................................................................................... 32

Copy Cost Element group ................................................................................................ 33

Creating Cost Centers...................................................................................................... 34

Creating and Assigning an Activity Type and a Price ...................................................... 35

Defining Number Ranges for Internal Order Types.......................................................... 36

Assigning SD Condition Types to Value Fields................................................................ 38

Creating a Dummy Profit Center ...................................................................................... 39

Defining Account Assignment for Cost Posting in Order ................................................. 40

Defining Internal Order Type for Bill-To Party .................................................................. 41

Defining Internal Order Type for Bill-To Party .................................................................. 42

Collective Order Control ................................................................................................... 43

Internal Order Account Assignment ................................................................................. 45

Internal Order Account Revaluation ................................................................................. 47

Profit Center Control......................................................................................................... 48



Information System .......................................................................................................... 49

Field Control Movement Type 261 Account 410000........................................................ 50

Parts..................................................................................................................................... 51

Creating Spare Parts........................................................................................................ 52

Creating a Sales Price for Spare Parts ............................................................................ 54

Search Help for Spare Parts ............................................................................................ 55

Service ................................................................................................................................. 56

Defining a Labor Value Catalog ....................................................................................... 57

Defining a Hierarchy Level ............................................................................................... 58

Determining a Catalog...................................................................................................... 59

Creating Labor Value Group ............................................................................................ 60

Creating a Dummy Material for Labor Value.................................................................... 61

Creating Labor Values...................................................................................................... 62

Creating a Sales Price for Labor Values .......................................................................... 64

Defining a Service Package ............................................................................................. 65

Creating Customer Advisers ............................................................................................ 66

Vehicle ................................................................................................................................. 67

Assigning an Internal Order Type in the Control Table.................................................... 68

Enhancement Concept (Vehicle)...................................................................................... 69

Vehicle Search with Search Engine TREX ...................................................................... 71

Setting Up the RFC Connection....................................................................................... 72

Transaction COM_SE_ADMIN......................................................................................... 73

Creating a Dummy Material for the Vehicle Model........................................................... 74

Creating a Dummy Material for Vehicle Features ............................................................ 76

Creating Search Relevant Customizing ........................................................................... 77

Determining the Navigation Profile................................................................................... 78

Maintaining the Model Catalog......................................................................................... 79

Model Catalog Determination........................................................................................... 80

Creating a Vehicle Model ................................................................................................. 81

Assigning Vehicle Model and Users to VMS Roles.......................................................... 82

Action Control ................................................................................................................... 83

Defining Number Ranges for Internal Vehicle Number.................................................... 84

Creating a Customer ........................................................................................................ 85

Creating a Vehicle and Assigning a Customer................................................................. 86

Warranty Processing............................................................................................................ 87

Assigning Warranty Claim Item Type – Order Item Category.......................................... 88

Editing Warranty Data ...................................................................................................... 89

Define Catalog Code ........................................................................................................ 91

Assigning Item Type and Item Category to OEM............................................................. 92

Define Recall Priority........................................................................................................ 93



Defining Warranty number range ..................................................................................... 94

WTYRCL customizing ...................................................................................................... 95

Define Order Type and Warranty Category for Recalls ................................................... 96

Cash Desk............................................................................................................................ 97

Making Settings for Characteristics of Document Type SK ............................................. 98

Defining Business Transactions....................................................................................... 99

Assigning a Number Range to Cash Desk Document Types ........................................ 100

Defining Integration with Accounting.............................................................................. 101

Setting Up a Cash Desk Work Center............................................................................ 102

Notification ......................................................................................................................... 103

Maintaining enhancements and BAdI implementations ................................................. 104

Order .................................................................................................................................. 105

Order search................................................................................................................... 106



SAP Dealer Business Management: Business Scenario and Business Process Configuration



General Information

General Settings Before you start with the installation and configuration of DBM 600 , you have to have performed specific activities. Please read carefully SAP Note 969602.



Activating the Language of BC Sets

Use You use this procedure to define the language in which the BC Sets are to be activated.

Procedure ...

1. Log on with the user with which you want to execute the configuration steps.

2. From the SAP Easy Access screen, choose Tools → Customizing → Business Configuration Sets → Activation of BC Sets.

3. Choose Utilities → User Settings.

4. On the tab page General Settings, set the indicator Use User Languages.

Result When the BC Sets are activated, the system displays the language-dependent values in the selected language. The system copies entries in the chosen language only.



Configuring a Client

Use You can use this procedure to create a logical system and make the client settings.

Procedure Choose either:

1. In Customizing for SAP NetWeaver, choose Application Server → System Administration → Change & Transport System → Configure Clients.

2. Choose the appropriate client.

3. Enter a logical system.

The default value is <system ID>CLNT<client number>.

4. In the field Std currency (standard currency), choose EUR.



BC Sets for Dealer Business Management (DBM) A distinction is made between the following areas for configuring DBM:

● DBM configuration, in other words, entries in /DBM/* Customizing tables

● ERP and environment configuration, in other words, Financials, Controlling, Sales and Distribution, and so on

The customizing for the DBM configuration (/DBM/* tables) is delivered with the delivery customizing of DBM 6.00 and not with BC Sets.

Customizing for ERP tables is delivered with the BC Set, which must be activated (see chapter Activating DBM BC Sets)

The configuration data in the BC Sets is based on the Customizing settings shipped with ERP 2005, that is, company code 0001 (chart of accounts INT, currency EUR).

The objective here is to mode a simple service process right through to the billing stage.

You can find further information on BC sets in the SAP Library under Business Configuration Sets (BC-CUS).



Activating DBM BC Sets Procedure

1. From the SAP Easy Access screen, choose Tools → Customizing → Business Configuration Sets → Activation of BC Sets.

2. Choose the activation options for overwriting all data and expert mode.

3. Activate the BC Set /DBM/DBM600ERP.

4. Activating the optional BC Sets for Notification: Following BC Sets contain example data. This data might be used, but the activation of the BC Sets is not mandatory.

○ /DBM/DBM600_NOT_TCVIEW: Contains data for the notification table control layout on the task level. In case you want to use this data, you can activate the BC Set. If you want to use your own layout, the activation has not to be done. The BC set removes all the columns from the task table control which are not needed for notification type D1 (sales activity) and D2 (complaint). Note: The table control layout change has an impact on all notification types using the task table control and is not restricted to notification item type D1 and D2 which are currently the only notification types using tasks in DBM.

○ /DBM/DBM600_VEH_DAM_PROPOSAL: This BC Set also contains data for the notification table control layout, as described above, but on item and not on task level. You can also activate the BC Set, if you want to use the data, if you use your own layout, do not activate the BC Set. The BC set removes all the columns from the item table control which are not needed for notification type D3 (vehicle damage report). Note: The table control layout change has an impact on all notification types using the item table control and is not restricted to item type D3 which is currently the only notification type using items in DBM.

Result The BC Sets /DBM/DBM600ERP is activated in the relevant client.



Defining Field Control for the Loading Group and Transportation Group (HAWA)

Use The two fields MARA-TRAGR and MARC-LADGR, field selection group 94 are defined as required entries. Define both fields for the material type HAWA as optional entries. Otherwise, you have to set the entries 0001 and 0001.

Procedure ...

1. In Customizing for Logistics - General, choose Material Master → Field Selection → Maintain Field Selection for Data Screens.

2. Choose the field selection group 94 and set the Opt. entry (optional entry) indicator for the following field references:

○ HAWA

○ MM01

○ MM02



Enterprise Structure



Defining the Credit Control Area

Procedure ...

1. In Customizing for the Enterprise Structure, choose Definition →Financial Accounting →Define Credit Control Area.

2. Enter the credit control area 0001.

3. Ensure that the field Update is blank. This means that no update of data from sales documents will take place.

The system creates the sales order in the background just before the invoices are created.



Assigning Organizational Elements

Use The following distribution channels have been defined in the Business Configuration Sets (BC Sets). However, you still have to be assign them to the appropriate organizational elements if you want to represent your enterprise structure in the system (see: Activating BC Set /DBM/ERP1000):

● Q1 DBM new vehicles

● Q2 DBM used vehicles

● Q3 DBM service

● Q4 DBM parts sales

Procedure ...

Execute the following activity in Customizing for the Enterprise Structure under Assignment → Sales and Distribution:

● Assigning Organizational Elements

● Assign division to sales organization

● Set up sales area

● Assign sales office to sales area

● Assign sales organization - distribution channel - plant

● Assign sales area to credit control area (credit control area 0001)



Logistics General



Setting Up Conversion Exit for Material Numbers

Use Instead of the 18-character material number, you can use the 40-character manufacturer part number.

Procedure ...

1. In Customizing for Logistics - General, choose Interchangeability of Parts → Set Up Conversion Exit for Material Numbers.

2. Set the Active conversion exit indicator.

3. In the Output Length field, define the length of the manufacturer part number.

4. In the Delimiter field, you can enter a delimiter with which the manufacturer part number and manufacturer code can be separated. You can also set the Display ext. manufacturer indicator.

The conversion exit is not active in the standard system. If the conversion exit is not active, you must set the material number display to 18 characters.



Defining the Batch Level

Use You require batch management for the vehicle. The batch number is always one, in other words, a vehicle.

Procedure ...

1. In Customizing for Logistics – General, choose Batch Management → Specify Batch Level and Activate Status Management → Batch Level.

2. Select Batch unique at material level.



Activating Internal Batch Number Assignment

Use When a new client is created from a client copy, internal number assignment in the target client is not active and must be activated manually.

Procedure ...

1. In Customizing for Logistics - General, choose Batch Management → Batch Number Assignment → Activate Internal Batch Number Assignment → Activate Batch Number Assignment.

2. Select the radio button Automatic batch number assignment active.



Processing Number Ranges for Internal Batch Number Assignment

Use In the standard system, the number range 01 is defined with the interval 0000000001 to 9999999999 for the number range object BATCH_CLT.

Procedure ...

1. In Customizing for Logistics - General, choose Batch Management → Batch Number Assignment → Maintain Internal Batch Number Assignment Range.

2. Check whether the number range 01 exists and, if necessary, maintain new number ranges.



Maintaining Company Codes for Materials Management

Procedure ...

1. In Customizing for Logistics - General, choose Material Master � Basic Settings � Maintain Company Codes for Materials Management.

2. For company code 0001, enter the current year in the field Year and the current month in the field Period.

3. Set the ABp indicator (Allow Posting to Previous Period (Backposting)).



Sales and Distribution



Defining Common Distribution Channels and Divisions

Use A common distribution channel can be assigned to DBM distribution channels for master data created for customers and pricing conditions. In this case, you create this master data only for the reference distribution channel.

Procedure ...

1. In Customizing for Sales and Distribution, choose Master Data → Define Common Distribution Channels.

2. Reference all DBM-specific entries to sales organization 0001 and distribution channel 01. in other words, enter 01 in the fields DCh-Conds (reference distribution channel for conditions) and DCh-Cust/Mt (reference distribution channel for customers and material masters).



Defining Conditions for Value-Added Tax

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Pricing Condition → Create Condition.

2. Enter MWST in the field Condition Type, then choose Key Combination and set the indicator Domestic Taxes.

3. Choose DE Germany in the field RecipCntry (recipient country) and enter the following data in the table:

Tax Classification (Customer) Tax Classification (Material) Tax Indicator

0 0 A0

0 1 A0

0 2 A0

1 0 A0

1 1 A1

1 2 A2



Dealer Business Management (DBM)



Defining an External Manufacturer

Use You define external manufacturers as original equipment manufacturers (OEM). You require the external manufacturer for the assignment of the division, in other words, the vehicle brand, to the manufacturer.

Procedure ...

1. From the SAP Easy Access screen, choose Logistics → Logistics Execution → Master Data → Partner → Vendor → Create.

2. Enter the creditor with the account group LIEF (creditors, external number assignment).

3. Enter the data for the external manufacturer in the Address and Control Data views.



Assigning an External Manufacturer

Use The original equipment manufacturer (OEM) has a controlling effect. You can use the manufacturer, for example, to control the interface or determine the labor value catalog.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Enterprise Structure → Assign Divisions to OEMs.

2. Enter a manufacturer for each division.



Maintaining Number Ranges for the DBM Order

Use The number range object is called /DBM/Order.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Order Type → Define Number Range for DBM Order.

2. Create a number range interval for the group DBM Order.



Accounting (Financials, Controlling) To get an impression how DBM works with accounting see also the DBM SAP Library Documentation as well as notes 872755 and 930634.



Processing the Controlling Area

Use You can use this procedure to edit the settings for the controlling area for each fiscal year. The system requires a version 0 for the current fiscal year.

Procedure ...

1. In Customizing for Controlling, choose General Controlling → Organization → Maintain Versions.

2. Under Controlling Area Settings → Settings for Each Fiscal Year, create a version 0 for the current fiscal year in the same way as for the existing entries.



Creating Cost Elements Before creating Cost Elements please read SAP note 1003330.

Use Primary cost elements have to be created for costs and revenues taken into account in Controlling.

Procedure 3. On the SAP Easy Access screen, choose Accounting →Controlling → Cost Center

Accounting → Master Data → Cost Element → Individual Processing → Create Primary. Create the primary cost elements 800000 and 410000 (if not already available).

4. On the SAP Easy Access screen, choose Accounting →Controlling → Cost Center Accounting → Master Data → Cost Element → Individual Processing → Create Secondary. Create the secondary cost element 640100 with cost element category 43 for activity allocation (if not already available).



Copy Cost Element group

Use Cost element group DBM_DB is a DBM template and delivered in client 000. It is used to structure all cost elements posted to the DBM internal order in the reporting cost analysis. If you want, you can copy the structure to the current client, where you can integrate your own cost elements (see also further explanation under Information System).

Procedure 1. On the SAP Easy Access screen, choose Accounting →Controlling → Cost Element

Accounting → Master Data → Cost Element Group → Change. Afterwards choose on the screen in the menu Extras → Copy from Client.



Creating Cost Centers

Use You need this procedure to create a cost center for the activity allocation posting from the cost center to the DBM internal order.

Procedure ...

1. On the SAP Easy Access screen, choose Accounting →Controlling → Cost Center Accounting → Master Data → Cost Center → Individual Processing → Create.

2. Create a cost center Workshop for example.



Creating and Assigning an Activity Type and a Price

Use Execute the following steps in the standard system:

1. Create an activity type (assignment of an allocation cost element, in other words, a secondary cost element) and maintain the activity price for specific cost center.

The labor values are posted from the cost center performing the activity to the DBM order on the basis of this activity type and price. The activity type and the providing cost center are stored in Customizing for Dealer Business Management (DBM).

2. Create version 0 for the current fiscal year (see: Processing the Controlling Area).

You must define a plan price for the newly -created activity type and appropriate cost center.

Procedure ...

1. In Customizing for Controlling, choose Cost Center Accounting → Master Data → Activity Types → Create Activity Types MONT for example.

2. Edit the master data for the activity type on the tab page Basic Data as follows:

• In the field ATyp category (activity type category), enter the value 1 (manual entry, manual allocation)

• In the field Allocation cost elem, choose the appropriate allocation cost element by using the F4 help.

• In the field Activity Unit, enter H for hours.

• In the field CCtr categories, enter * (all cost center types).

3. On the SAP Easy Access screen, choose Accounting →Controlling → Cost Center Accounting → Planning → Activity Output/Prices → Change.

4. Enter the following data:

• Period

• Fiscal Year

• Activity Type

• Cost Center

5. Save the data for the price.



Defining Number Ranges for Internal Order Types

Use The internal orders assigned to the number ranges (delivered as standard) have already been copied by the Business Configuration Sets (BC Sets).

Procedure ...

1. In Customizing for Controlling, choose Internal Orders → Order Master Data → Maintain Number Ranges for Orders.

2. Check the number range assignment for the following order types:

This order type is for the header internal order on the first level of a DBM order.

• Q100 internal order – DBM (internal number assignment)

These order types are for the internal orders for bill-to parties on the second level of a DBM order:

• Q200 internal order – DBM – vehicle (internal number assignment)

• Q210 internal order – DBM – external bill-to party (internal number assignment)

• Q220 internal order – DBM – internal bill-to party (internal number assignment)

• Q230 internal order – DBM – collective internal order (external number assignment)



Processing and Activating the Results Area

Use With this procedure, you process and activate the interfaces for Profitability Analysis (CO-PA) and for the controlling areas assigned to your operating concern.

Procedure ...

1. In Customizing for Controlling, choose Profitability Analysis → Structures → Define Operating Concern → Maintain Operating Concern.

2. Generate the cross-client and client-specific part for operating concern S001 on tab page Environment for example. In most cases you will create your own operating concern with your own characteristics and value fields.

3. In Customizing for Controlling, choose Profitability Analysis → Flows of Actual Values → Activate Profitability Analysis to activate the interfaces for CO-PA.



Assigning SD Condition Types to Value Fields

Use You can use this procedure to assign value fields to Profitability Analysis.

Procedure 1. In Customizing for Controlling under Profitability Analysis → Flows of Actual Values →

Transfer of Incoming Sales Orders → Assign Value Fields.

2. Choose Maintain Assignment of SD Conditions to CO-PA Value Fields.

3. Make the following entries for the operating concern S0001 for example:

Condition type (CTyp) Value field (Val.fld)

QPRA ERLOS

QPRT ERLOS

QSBP ERLOS

QSML ERLOS



Creating a Profit Center

Use If you want to use profit center accounting, you have to create profit centers. You always need a dummy profit center and you might want to have a profit center for every workshop or every manufactury (OEM) or any other dependency to assign profit centers. If you assign this profit centers in DBM Customizing, the system copies the profit center to the customer document when the DBM order is invoiced (see also further explanation under Profit Center Control).

Procedure ...

1. In Customizing for Controlling choose Profit Center Accounting → Master Data → Profit Center → Create Dummy Profit Center.

2. In the field Dummy Profit Center, enter SAP-DUMMY for example.

3. In Customizing for Controlling choose Profit Center Accounting → Master Data → Profit Center → Define Profit Center.

4. In the field Profit Center, enter WORKSHOP for example.



Defining Account Assignment for Posting Costs in Order

Use You define for each plant (= workshop) which activity type is used for activity allocation from the workshop cost center to the internal order of the DBM order. You also define which cost center is credited during this process. You can restrict the selection by specifying the material group as well as the plant. The material group must be defined in the material that is used for the labor value items in the service order. In most cases the cost center will depend on the plant and the activity type on the material group.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Define Account Assignment for Cost Postings in Orders.


• Plant

• Material group (labor value = 90)

• Cost element (the column cost element is not used)

• Activity type

• Cost center

3. Below is an example of how you could make settings:

Plant Material group

Cost element Activity type Cost center

0001 90 MONT WORKSHOP



Defining Internal Order Type for Bill-To Party

Use If the system should create a separate internal order for each bill-to party during invoicing, the Collective Internal Order indicator should not be set in the Customizing settings for the DBM order type. At the time of invoicing, the system posts the revenue and costs to these bill-to parties according to the split values (see also further explanation under Collective Order Control).

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order for Bill-To Party → Maintain Internal Order Types for Bill-To Parties.


• Controlling area

• DBM order type

• Account assignment category (use only in case of internal DBM order processes)

• Internal order type (Q210/ Q220)

• Internal billing document (flag can be set in internal DBM orders to let the system post internal revenues)


Controlling area

DBM order type

Account assignment category

Internal order type

Internal billing document

0001 2000 Q210

0001 4000 01 Q220

0001 4000 02 Q220 X

0001 4000 10 Q220

0001 4000 11 Q220

0001 4100 10 Q220

0001 4100 11 Q220



Defining Parameters for Settlement Rule

Use With billing the DBM order settlement rules are created for the internal order for bill-to parties, which you can settle to CO-PA (for further information see also note 944375).

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order for Bill-To Party → Define Parameters for Settlement Rule.


• DBM order type

• Operating concern

• Characteristic (defined for your operating concern)

• Source structure

• Source assignment

• Field from DBM order ( if necessary, you can append your own characteristics to the communication structure /DBM/CO_IO_COM)


DBM order type

Operating concern

Characteristic Source structure

Source assignment

DBM order

2000 S001 KNDNR Q1 1 KUNNR


2000 S001 KNDNR Q1 1 VTWEG












Collective Order Control

Use To model dealer processes, additional objects were developed on the basis of ERP. One of these key /DBM/objects is the DBM order. A display transaction has been developed for the following orders:

● Service order

● Vehicle order

● Parts order

An internal order on the first level acts as a cost collector in the background, in other words, the users do not have to manage and track these costs themselves. The DBM order and the internal order are linked. When the invoice is created, all cost and revenue collected on this level is reposted to the second level and here the balance will be 0.

In the DBM order split, the system divides the postings between several bill-to parties. When an invoice is created in the background for every bill-to party and, depending on the Customizing settings, an additional internal order is created. This means that an internal order also exists for every bill-to party. When invoicing takes place, the system posts the revenues and costs to these bill-to party internal orders according to the split values. If you so wish, you can use Customizing settings in the DBM order to determine that a separate internal order is NOT created for each bill-to party, but rather the costs and revenue are posted to the appropriate collective internal orders according to the Customizing settings, for example, in accordance with the business transaction (via order control).

If you set the Collective Internal Order indicator in the DBM order type, the system posts the costs and revenue to a collective order when invoicing takes place and the costs and revenue can then be forwarded to and settled using Profitability Analysis (CO-PA). The collective order that is debited with the costs is determined with criteria technique: ...

1. Define Criteria Table

You should normally be able to use the existing criteria table.

2. Check Access Sequences

You should normally be able to use the existing access sequences.

3. Assign Internal Order

Procedure ...

1. On the SAP Easy Access screen, choose Accounting →Controlling → Internal Orders → Master Data → Special Functions → Order → Create. In the field Order Type, enter Q230. Afterwards maintain in the field Order DBM_COLLECT for example.

2. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order for Bill-To Party → Collective Order Control → Define Table of Criteria.

3. Check whether you can use the standard criteria table.

4. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order for Bill-To Party → Collective Order Control → Define Access Sequences.

5. Check whether you can use the standard access sequences.



6. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order for Bill-To Party → Collective Order Control → Assign Internal Order.

7. Assign the internal order with the following entries:


• DBM order type

• Account assignment category (ACC); (optional)

• Warranty category (optional)

• Internal order that was created manually before (use order type Q230)


Controlling area

DBM order type

Account assignment category

Warranty category

Order

0001 2000 DBM_COLLECT



Internal Order Account Assignment

Use You can define account assignment categories like new vehicle, used vehicle, scrap and so on which are available in internal service orders (4000) or internal service orders with revaluation (4100). For each account assignment category you can define which account assignment object is debited, for example, internal order or cost center. The account assignment category which is found in the internal service orders is determined with criteria technique:

1. Define Table of Criteria




3. Assign Account Assignment Object for Internal Order

Procedure 1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) →

Order → Account Assignment → Internal Order Account Assignment → Define Account Assignment Categories for Internal Order.

2. Check whether you can use the standard account assignment categories.

3. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order Account Assignment → Define Table of Criteria.

4. Check whether you can use the standard criteria table.

5. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order Account Assignment → Define Access Sequences.

6. Check whether you can use the standard access sequences.

7. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Internal Order Account Assignment → Assign Account Assignment Object for Internal Order.

8. Assign the account assignment category with the following entries:


• Sales organization

• Plant

• DBM internal order types

• Account assignment category

• Number

• Changeable

• Cost Center

• Cost Element



• Internal Order

• Bill-to party

• Function module (/DBM/CO_INT_GET_VEHICLE is delivered to determine the vehicle internal order)


CO area

SOrg Plant Order type

AAC No Chg Cost Ctr.

Cost El. Int. order

Bill-to party

Function module

0001 0001 0001 4000 01 1 X Workshop

0001 0001 0001 4000 02 1 X Workshop

600200

0001 0001 0001 4100 10 1 /DBM/CO_INT_GET_VEHICLE

0001 0001 0001 4100 11 1 X /DBM/CO_INT_GET_VEHICLE



Internal Order Account Revaluation

Use You can define here a link between a DBM order type for revaluation and a CO production order type which posts the revaluation of a new or used vehicle automatically to the vehicle stock.

Procedure 1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) →

Order → Account Assignment → Internal Order Revaluation → Define Order Type for Revaluation.

2. Assign the order type with the following entries:

• DBM order type

• CO production order type

• Cost element (used for primary cost reposting from vehicle order to CO production order)

• Movement type (used for taking the vehicle from stock into the CO production order)

• Movement type (used for delivery of CO production order into stock)


DBM order type

CO Production Order

Cost Element Movement type

Movement type

4100 CP01 use your own cost element

261 101

4101 CP01 use your own cost element

261 101



Profit Center Control

Use You can define here how the profit center is determined with lean condition technique. If the system creates an internal order on the first level or on the second level (bill-to party), the profit center is filled. You require these settings only if you wish to use Profit Center Accounting.

Define Table of Criteria




5. Assign Profit Center

Procedure In Customizing for Logistics Execution, choose Dealer Business Management (DBM) →

Order → Account Assignment → Profit Center Control → Define Table of Criteria.

Check whether you can use the standard criteria table.

In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Profit Center Control → Define Access Sequences.

Check whether you can use the standard access sequences.

In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Order → Account Assignment → Profit Center Control → Assign Profit Center.

Assign the profit center with the following entries:

• Plant

• Distribution channel

• Division

• DBM order reason

• Material group

• Profit center

Below is an example of how you could make settings:

Plant Distr. chl. Dv. Ord. reason Mat. group

Profit ctr.

0001 Q3 01 01 Workshop



Information System

Use Here you can maintain your own report for cost analysis, if you don’t want to use the DBM template. The report is shown in the DBM order under the menu Goto → Cost Analysis (see also further explanation in the IMG Activity Documentation Define Report Parameters for Cost Analysis as well as notes 871601 and 932551).

Procedure 1. In Customizing for Controlling, choose Logistics Execution → Dealer Business

Management (DBM) → Order → Account Assignment → Information System → Define Report Parameters for Cost Analysis.



Field Selection per Movement Type

Procedure ...

1. In Customizing for Materials Management, choose Inventory Management and Physical Inventory → Settings for Enjoy Transactions → Settings for Goods Movements (MIGO) → Field Selection per Mvt Type.

2. Set the movement type 261, field GSBER to Optional entry.



Parts



Creating Spare Parts

Use The DBM material is based on the standard system. Dealer Business Management (DBM) has the following differences and enhancements to the standard system:

● Additional DBM data (generic data)

○ Part to be returned

(returned to manufacturer for further technical development)

○ Part that has to be kept (legal requirement)

○ Part that has to be disposed of (legal requirement)

○ Check multiple entry

● Simplified user interface

○ Default views

○ Aggregated display

You can process parts using the following transactions:

Transaction Description

/DBM/MM01 Create material – DBM

/DBM/MM02 Change material – DBM

/DBM/MM03 Display material – DBM

/DBM/MMXX Create material form the original parts master.

It is not necessary to maintain all the parts from a manufacturer (all models, model ranges, years of manufacture) in the system for productive operation. This number would be multiplied further for dealers that handle several brands. The dealer works with just a subset of the entire parts range to handle parts sales and service. These parts are also fully maintained in the SAP system.

Table /DBM/OMARA contains all of the parts supplied by the manufacturer. The search help function can be used to find entries in this table. A complete master record is created in the SAP system if necessary.

MM01 Create material (SAP standard)

MM02 Change material (SAP standard)

MM03 Display material (SAP standard)

MM06 Flag for deletion (SAP standard)

You can add manufacturer-specific fields according to the enhancement concept.

The following information for DBM material data, in other words, part data, is important:



Field Data Description

Material Type HAWA Trading goods

Properties copied from HAWA

Industry Sector M

Material Group Customer and brand-specific settings possible

General Item Category Group NORM Normal SAP

standard item

Checking Group for Availability Check

Customer-specific setting

Procurement type F External:

supplied by manufacturer

Materials planning (MRP) Customer-specific settings for manufacturer parts (MRP is manufacturer-specific)

For inventory-managed materials from other vendors, such as tires (for example, summer and winter tires) and accessories, you can use SAP MRP and materials planning functions

Tax classification Customer-specific setting (see SAP Note 109005 for tax levied on used parts)

Transportation group

Loading group

0001 Delivery functions are not currently integrated into the DBM order,

Since transport and loading groups are required fields in the material type HAWA, you either have to define them with default values or set the field control for these fields in Customizing appropriately.

For DBM material masters, you have to set the screen sequence to A1.

Procedure ...

1. In the R/3 Customizing, choose Logistics - General → Material Master → Configuring the Material Master → Assign Screen Sequences to User/Material Type/Transaction/Industry Sector

2. Set the screen sequence to A1.



Creating a Sales Price for Spare Parts

Procedure ...


2. Enter QPRT in the field Condition Type and enter the required data.



Search Help for Spare Parts

Use Only spare parts are meaningful in the search result for materials in the order. The high number of dummy materials, for example, for vehicle models, labor values (LVs), vehicle features, and so on, can thus be filtered out. The filter is based on the material group.

Prerequisites The material group has been created and saved in the system.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Part → Assign Valid Material Group for Material Search.

2. Read the customizing documentation on the same path and enter the required data.



Service



Defining a Labor Value Catalog

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Labor Value → Define Labor Value Catalog.


○ ID for labor value catalog

○ Text for the labor value catalog

○ Multiple selection for labor values

Suggested setting: set the indicator. If you want to add multiple labor value catalog to the same OEM the same setting must be for each catalog.

○ Wildcard for labor values

Suggested setting: set the field 1. If you want to add multiple labor value catalog to the same OEM the same setting must be for each catalog.



Defining a Hierarchy Level

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Labor Value → Define Hierarchy Level.

2. Define the hierarchy level. If you want to add multiple labor value catalog to the same OEM they should have the same hierarchy levels.



Determining a Catalog

Use Specify an access sequence for each criterion. By doing so, you stipulate which fields the SAP system checks when it searches for a valid labor value catalog.

For technical reasons, the access sequences and criteria for labor value catalog determination have not been delivered with the Business Configuration Sets (BC Sets).

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Labor Value → Catalog Determination → Define Access Sequences.

2. Define the access sequence for the criteria table.

3. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Labor Value → Catalog Determination → Assign criteria.

4. Assign the criteria. If you want to add multiple labor value catalog to the same OEM then you should fill Sequence Number with different values.



Creating Labor Value Group

Use Specifies the different category groups of a labor value.

Procedure 1. You can define labor value groups. On the SAP Easy Access screen, choose Logistics →

Logistics Execution → Dealer Business Management → Master Data → Workshop Scheduling → Define Workshop Department

2. Define the following values for example:

01 Mechanics

02 Electricity

03 Painting



Creating a Dummy Material for Labor Value

Use For processing in the SAP system, you must assign a dummy material to each labor value.

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Part → Create Material – DBM.


Field Data Description

Material Type DIEN Service

Industry Sector M Mechanical engieenering

Material Group Default value 90 Define your own material groups for labor values, such as dummy material for mechanics, electrics and electronics.

Base Unit of Measurement Default value: min You must define an “industry minute”, in other words the base unit of measurement used to calculate the time required to perform service tasks (manufacturer-specific)

General Item Category Group LIES From the material type



Creating Labor Values

Use The manufacturers create catalogs (labor value catalog, local OEM system) for work performed on the vehicle. The labor values (LVs) consist of a description and a predefined time.

The labor value is used in the service order. A separate item category and search help is provided for LVs.

Prerequisites In Customizing for Dealer Business Management (DBM), you have defined the following data:

● Labor value catalog

ID for the labor value catalog

● Hierarchy level

Manufacturer-specific, mostly one or two-level

● Catalog determination

Determination using the criteria technique

○ Definition of the criteria table and access sequence

○ Assignment of criteria

○ Example 1: manufacturer 1 finds catalog 1; manufacturer 2 finds catalog 2

○ Example 2: manufacturer 1 + country DE finds catalog 1, manufacturer 1 + country AT finds catalog 5

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Master Data → Labor Value → Edit Labor Value Group.

2. Enter the group description for the appropriate labor value catalog and the hierarchy level.

3. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Labor Value → Edit Labor Value.

4. Assign the labor value main type.

By doing this, you create the link to the vehicle (no check table, manufacturer-specific).

5. Assign the labor value group.

6. If you set the indicator for multiple entry, the system displays a message if the labor value is entered more than once in the service order.

This is useful, for example, with the labor value for installing and de-installing the motor, since a vehicle usually only has one motor.

7. Enter a predefined time for the labor value (dependent on labor value main type) and a sales price.

8. Assign the dummy material.



You must do this for reasons of integration with ERP. The system creates a sales order on the basis of the DBM order.



Creating a Sales Price for Labor Values

Use The sales price is defined via the reference material (allocation material) and the appropriate condition.

Procedure ...


2. Enter the sales price for condition type QPRA (sales price) and QPSA (costs).



Defining a Service Package

Use A service package can consist of different items, for example, n labor values, n parts, and n texts. The manufacturer usually supplies this information in the form of a catalog (local OEM system). However, dealer can also create their own packages.

The package master is a DBM object.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Package → Define Number Range for DBM Package.

2. Define number ranges for package types.

3. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Package → Define Package Variant Type

4. Define variant selection field for variant type.

5. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Package → Define Material Type for Parts Package

6. Enter material types.

7. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Package → Generate Selection Options for Customer Fields

8. Generate selection options for customer fields.

9. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Package → Edit Package.

10. Save the data for the package.

○ Package type

○ Package category

○ Model key

○ Versions

○ Package variant



Creating Customer Advisers

Use In the personnel mini-master, you create the customer advisers for the following areas:

● Service

● Parts

● Vehicle

It is recommended that you create your own action for the personnel mini-master.

Procedure ...

1. On the SAP Easy Access screen, choose Human Resources → Personnel Management → Administration → HR Master Data → Personnel Actions.

2. Make the following entries:

○ Set Action Type for examle „Hiring“

Start is the first of the month

○ EE (Employee) Group 1

○ EE Subgroup, for example DU (Salaried Employees)

○ Infotype Organizational Assignment

Set the indicator for no assignment.

○ Infotypes

Skip planned working time, basic pay, bank details, and absence quotas.



Vehicle The VMS vehicle forms the basis of the DBM vehicle.

See also:

● SAP Library under InfoSources in SAP Automotive → Vehicle Management System (VMS)

● From the SAP Easy Access screen, choose Logistics → Logistics Execution → Vehicle Management System

● Implementation Guide (IMG) for Logistics Execution under Vehicle Management System (VMS)



Assigning an Internal Order Type in the Control Table

Use For vehicle processing, an internal order is also used to handle the value flow. The user does not to have to manage this internal order.

Service and value-increasing activities are handled by means of a service order. The system uses the internal order for the vehicle to post/calculate the costs.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Vehicle → Enter Control Value.

2. Assign the internal order type with control value Q200 to the control object /DMB/V_AUART.



Enhancement Concept (Vehicle)

Use To fulfill the requirements of a Dealer Business Management system, the "vehicle" object from the Vehicle Management System (VMS) had to be extended. This was carried out on the basis of the SAP product.

You can find further information on the SAP product as follows:

● in the SAP Library under SAP Product → Concepts

● in the Implementation Guide (IMG) for Cross-Application Components under SAP Product

● in the documentation for function module /DBM/VM01 in development package /DBM/VEHICLE_MASTER

Procedure ...

1. Call transaction COMM_HIERARCHY Maintain Categories and Hierarchies.

2. Create a new product hierarchy as follows:

a. Choose New Hierarchy… and enter the hierarchy ID DBM_VHCLE with the same text as description.

b. Choose New Category, enter the category ID ROOT with the same text as description and leave the indicator for the product/object assignment blank.

c. Choose New Category, enter the category ID DBM_VEHICLE with the same text as description and leave the indicator for the product/object assignment blank.

d. Place your cursor in DBM_VEHICLE and Choose New Category.

e. Enter the category ID DBM_PASSENGERCAR with the same text as description.

f. Enter the basic data for the category:

■ Product type: 01 material

■ Object family: 0602 vehicle (Automotive DBM)

■ Short texts: DE, DBM CAR

g. Enter further categories with the same attributes (for example, lorry, van, motorcycle).

3. In Customizing for Cross-Application Components, chose SAP Product → Product Category → Assign Catalog Hierarchies to Applications The category hierarchy created in transaction COMM_HIERARCHY has to be assigned to an application in Customizing.

4. Choose Assign Hierarchies to Applications and assign the ID you have created, for example, DBM_VHCLE to the application 03 Product.

5. Choose Assgmt per Product Type for Application Product and assign the ID you have created, for example, DBM_VHCLE to the application 01 Material.

6. Also in transaction COMM_HIERARCHY Maintain Categories and Hierarchies, on the tab page Set Types, you assign set types by placing the cursor on DBM_PASSENGERCAR.

■ DBM_V_IKEYS Key



■ DBM_V_IMODEL Model data

■ DBM_V_IMODELT Model texts

■ DBM_V_IOPTION Features

■ DBM_V_OPTIONT Feature texts

■ DBM_V_IPARTNER Partner

■ DBM_V_IREGHIST Registration history

■ DBM_V_ISINT Maintenance and service intervals

■ DBM_V_IVEHICLE Vehicle master

■ DBM_V_IWTY Warranty data

■ DBM_V_IRCL Recalls

■ DBM_V_IPRICES Vehicle prices

7. In Customizing for Cross-Application Components, choose SAP Product → Settings for Product Type → Number Assignment → Define Number Ranges for the Product Type "Material".

8. Define a number range interval for all categories for which individual objects have been created.



Vehicle Search with Search Engine TREX

Use The vehicle search function in Dealer Business Management (DBM) is based on TREX. TREX can be installed in the same server as DBM for test or evaluation purposes. System prerequisites are Basis 6.40, TREX 6.1 SP1.

You can find further information about the installation of TREX on the SAP Service Marketplace under service.sap.com/instguides → SAP NetWeaver → Release 04 → Installation → Cross-NW → Installation Guide Search and Classification TREX 6.1.



Setting Up the RFC Connection

Procedure ...

1. On the SAP Easy Access screen, choose Tools → Administration → Administration → Network→ RFC Destinations.

2. Enter an RFC destination (default value: TREXDEFAULT_REG).

3. Enter the connection type T (TCP/IP connection).

4. On the tab page Technical Settings, enter the following data:

○ Choose Registered Server Program.

○ Enter a program ID (default value: TREXRfcServer_00).

○ Enter a gateway host and a gateway service.

5. On the Special Options tab page, set the indicator for non-unicode and the default setting for character conversion.

If TREX is installed on the same server as DBM, for example for test or evaluation purposes, make the following entries from the SAP Easy Access screen by choosing Tools → Administration → Administration → Network→ RFC Destinations:

○ Connection type: T (TCP/IP connection)

○ Technical settings:

■ Indicator for starting on explicit host

■ Program ID: d:\usr\sap\trex_01\TREXRfcServer.exe, or as indicated in the TREX installation document

■ IP address

■ Enter gateway host and gateway service



Transaction COM_SE_ADMIN

Procedure ...

1. Enter transaction code COM_SE_ADMIN and then choose Goto → Customizing → System Settings → Change → New Entries.


○ RFC Destination (default value TREXDEFAULT_REG)

○ Search Engine: CL_COM_SE_TREX

○ Max. Auth.Check: 100

3. Choose Goto → Back.

4. Choose Goto → Customizing → Business Objects and Indexes.

5. Choose Settings for Business Object and enter the business object VEHICLE with class /DBM/CL_SE_VEHICLE.

6. Choose Settings for Object Type/Index, enter the object type 1 and set the Multilingual indicator.

7. From the Search Engine Service Administration screen, choose Index → Create/Activate Indexes.

8. Choose the entry VEHICLE and start the full indexi.

9. To plan a recurring job for the delta load, choose System → Services → Jobs → Define Job.

10. Choose Step → ABAP Program and execute report COM_SE_DISPATCHER without a variant.


○ Start condition: Immediate

○ Period values: Other Period: 2 minutes

The period value depends on how often the data in the search engine is to be updated and how often the vehicle data is changed.



Creating a Dummy Material for the Vehicle Model

Use You have to create the following data:

● Material

● Class

● Configuration Profile

You then assign this configurable material with the material type VEHI to a dummy class. You create a configuration profile fort he material. In the application menu for the Vehicle Management System (VMS), you have to assign the material to a material role and the material role to the user.

Procedure ...

Create Class

1. From the SAP Easy Access screen, choose Cross-Application Components → Classification System → Master Data → Classes.

2. Enter the class type 300 (variants) and a description.

3. On the tab page Char. (characteristics), create a dummy material with the following data:

○ Data type: CHAR

○ Number of chars: 3

○ Dummy value

Create Material ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Part → Create Material.


○ Industry sector M (Mechanical engineering)

○ Material type: VEHI Config. Vehicle

In the Classification view, a dummy class is assigned under A.

3. Choose the following views:

○ Basic Data 1

○ Basic Data 2

○ Classification

○ Sales and Distribution: Sales Organization Data 1

○ Sales and Distribution: Sales Organization Data 2

○ Sales: General Plant Data

○ Purchasing

○ MRP 1



○ MRP 2

○ MRP 3

○ General Plant Data/Storage 1

○ General Plant Data/Storage 2

○ Accounting 1

4. In Basic Data 1, enter an existing division and the general item category group 0002 (configuration).

5. In the view Sales and Distribution: Sales Organization Data 2, enter the item category group 0002 (configuration).

6. In the view Sales and Distribution: General / Plant Data, enter no check for the availability check.

7. In the Purchasing view, set the indicator for batch management requirement and enter the manufacturer.

8. In the MRP 1 view, enter the MRP type for No planning

9. In the Accounting 1 view, enter the valuation category X and the valuation class 3100.

Create Configuration Profile ...

1. From the SAP Easy Access screen, choose Logistics → Production - Process → Process Order → Environment → Master Data → Material Master → Environment → Configuration Profile → Create.


○ Priority 01

○ Profile name

○ Assign class type 300 and dummy class (stored under A)

3. Save your configuration profile.



Creating a Dummy Material for Vehicle Features

Use Standard features and optional extras are defined during configuration in the manufacturer system. Standard features can have a price = 0, optional extras have a price > 0.

The vehicle is delivered with the desired configuration. The dealer can also add accessories to the vehicle. Accessories can be inventory-managed materials or manual parts.

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Part → Create Material – DBM.

2. For standard features and optional extras, create a material with the following data:

○ Industry sector M (Mechanical engineering)

○ Material type NLAG (Non-stock material)

○ You can choose from the following views:

■ Basic Data 1

■ Basic Data 2

■ Sales and Distribution: Sales Organization Data 1

■ Sales and Distribution: Sales Organization Data 2

■ Sales: General Plant Data

■ Purchasing

■ MRP 1

■ MRP 2

■ MRP 3

■ Accounting 1

○ From the above-mentioned views, choose the following:

■ Basic Data 1: Division, Material Group (recommended)

■ Sales and Distribution: Sales Organization Data 2: item category group NLAG

■ MRP 1: MRP characteristic ND (no MRP)

■ MRP 2: procurement type P

Non-inventory-managed dummy materials for vehicle features are required for all features that are priced separately and built in to the vehicle by the OEM or distributor (and not by the dealer), for example, a radio.



Creating Search Relevant Customizing

Procedure You need to maintain standard VMS customizing to be allowed to search for vehicles of particular models. Necessary settings are as follows:

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Vehicle Management System → Basic Data → VMS Roles → Assign Vehicle Model.

2. Assign the dummy material to the material role QMAT.

3. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Vehicle Management System → Basic Data → VMS Roles → Assign User Roles.

4. Assign the material role, for example, QMAT and the organization role, for example, QORG to the user.



Determining the Navigation Profile

Use If you want to create a vehicle, you must maintain Customizing settings for the determination of the navigation profile.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Vehicle → Navigation in Vehicle Master → Navigation Profile Determination → Assign Navigation Profile.

2. Enter the following data for the access sequence /DBM/VEHPRO_CTRL:

Category ID Division Nav. Prof. (Navigation Profile)

<blank> <blank> INIT (initial screen)

DBM_PASSENGERCAR 01 DBM1 (standard navigation profile)



Maintaining the Model Catalog

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Vehicle → Vehicle Model Master → Process Model Catalog.

2. Assign an appropriate template material to a model catalog.



Model Catalog Determination

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Vehicle → Vehicle Model Master → Model Catalog Determination → Define Access Sequences.

2. Check whether an appropriate access sequence has been defined.

3. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Vehicle → Vehicle Model Master → Model Catalog Determination → Assign Model Catalog.

4. Use the access sequence you have just defined to assign a model catalog.



Creating a Vehicle Model

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Vehicle Model → Edit Vehicle Model Master.

2. Create a vehicle model master record with the following data:

a. Select a model catalog.

b. Create a vehicle model and enter the sales code and service code for the model.

c. Enter the existing dummy material in the Material field.

Alternatively you can create a new material with an internally or externally-assigned material number.

3. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Vehicle Model → Edit Body Type.

CAB Convertible, KOM Station Wagon etc.

4. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Vehicle Model → Edit Vehicle Type.

PKW Passenger Car

5. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Vehicle Model → Edit Fuel Type.

Diesel, Gasoline



Assigning Vehicle Model and Users to VMS Roles

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Vehicle Management System → Basic Data → VMS Roles → Assign Vehicle Model.

2. Assign the dummy material to the material role QMAT.

3. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Vehicle Management System → Basic Data → VMS Roles → Assign User Roles.

4. Assign the material role, for example, QMAT and the organization role, for example, QORG to the user.



Action Control

Use You execute the following for action control:

● Define number range for action control

● Check action control, such as DBM1 and DBM2 in Customizing for the Vehicle Management System (VMS).

● In action control determination, assign a primary and secondary matrix, for example DBM1 and DBM2, to the material.

Procedure ...

1. In Customizing, choose Logistics Execution → Vehicle Management System (VMS)→ Number Ranges → Define Number Ranges for Action Control Determination.

2. Enter 01 as number range and VELO: Internal Key as number range object.

3. In Customizing, choose Logistics Execution → Vehicle Management System (VMS) → Control Data → Define Action Controls and Define Action Matrices.

4. Check whether you can use action control.

5. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Vehicle Management System → Basic Data → Define Action Control Determination.

6. Define action control determination.



Defining Number Ranges for Internal Vehicle Number

Procedure 7. In Customizing, choose Logistics Execution → Vehicle Management System (VMS)→

Number Ranges → Determine Number Ranges for Internal Vehicle Number.

8. Enter 01 as number range and VELO: Vehicle No. as number range object.



Creating a Customer

Use The standard system forms the basis for the Dealer Business Management (DBM) customer master. The following changes and additions have been made:

● Simplified user interface

● Simplified navigation

● Aggregated display

Procedure ...

On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Customer → Customer Management.

At present, you can only display data with this transaction. You can create customers by using the standard transaction code XD01 Create Customer. You can branch to this transaction from Customer Management by choosing Customer Maintenance → Create.



Creating a Vehicle and Assigning a Customer

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Vehicle Processing → Vehicle Master.

2. Enter the following data and choose Continue (Enter).

○ Vehicle BT (Business Transaction)

○ Category

○ Division

○ Plant

3. Choose a model catalog and a sales code for the vehicle model and save your data.

When you save, the system creates the vehicle.

4. Choose Actions.

5. Choose Assign Customer and enter the customer number.

6. Save your entries.



Warranty Processing



Assigning Warranty Claim Item Type – Order Item Category For each manufacturer and division, you assign a warranty claim item type to each item category for which a warranty claim can be created in the service order. The system copies these settings when a warranty claim is created from a service order.

Procedure ...

In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Service → Warranty → Assign Warranty Claim Item Type to Order Item Category.



Editing Warranty Data

Procedure ...

1. On the SAP Easy Access screen, choose Logistics → Logistics Execution → Dealer Business Management → Master Data → Warranty → Edit Warranty Master Data.

2. Choose Warranty Category in the navigation area by double-clicking and enter the following data:

○ Warranty Category, for example, 01

○ Warranty Control, for example, 1 (Vehicle Warranty)

For technical reasons, tables /DBM/S_WTY_KIND and /DBM/S_WTY_KINDT have been delivered without entries. Make the following entries using transaction code SE16N:

■ 1 Vehicle Warranty

■ 2 Goodwill

■ 3 Parts Warranty

■ 4 Recall

■ 5 Parts Goodwill

○ Manufacturer

Enter a manufacturer (debtor number of manufacturer or vendor/supplier) that has also been created as a creditor. You can make references by choosing Control Data → Account Control and making an entry in the Vendor field. You have to edit general data, company code data and sales area data for the customer master.

○ Tax classification of customer

○ Type of warranty claim (1DBM or self-defined)

3. Choose Warranty Profile in the navigation area by double-clicking and enter the following data:

○ Warranty Profile, for example, WTY01

○ Warranty Category, for example, 01

○ Warranty Control, for example, 1 (Vehicle Warranty)

○ Warranty Period/Runtime

○ Mileage/kms

Here is an example:

Field Entry

Warranty Profile WTY001

Warranty Category W1

Warranty Control 1

Warranty Period/Runtime 24

Unit of Measure for Warranty Period/Runtime MON



Mileage In 0

Mileage Out 9999999

Unit of Measure for Counter KM

Standard Warranty Category X

If you wish to copy DBM-specific data to warranty claims, make the settings described in Customizing for Dealer Business Management under Service → Warranty → Business Add-Ins (BAdIs) → Warranty Documentation.



Define Catalog Code

Procedure In Customizing for Logistics – General choose Equipment und Tools Management (ETM) → Master Data → Catalogs → Define Catalog Code. You can create your own Catalogs. Please read the IMG activity documentation.



Assigning Item Type and Item Category to OEM

Procedure You have to assing the Item Types as 'FR','MAT' etc to DBM Item Categories. This mapping is used when a recall is copied into a DBM Order and this mapping defines which items or labour values have to be added to the DBM Order.

From the SAP Easy Access screen choose Logistic → Logistics Execution → Dealer Business Management → Warranty → Recalls → Assign Item Type and Item Category to OEM.



Define Recall Priority

Procedure In Customizing for Logistics Execution choose Dealer Business Management (DBM) → Service → Recall → Define Recall Priorit. You can add here your own values. Please read the IMG activity documentation.



Defining Warranty number range

Use The number range object is called WTY_CLAIM.

Procedure ...

In Customizing for Plant Maintenance and Customer Service → Warranty Claim Processing (or start transaction OWTY) → Define Number Ranges for Warranty Claims. Create 2 groups, one for Warranty claim and one for Recall. Assign 1DBM to the Warranty claim group and CDBM to the Recall group.



WTYRCL customizing

Procedure Please read the IMG activity documentation, in Customizing for Logistics Execution choose Dealer Business Management (DBM) → Service → Recall → Recall Documentation.



Define Order Type and Warranty Category for Recalls

Procedure In Customizing for Logistics Execution choose Dealer Business Management (DBM) → Service → Recall → Define Order Type and Warranty Category for Recalls. You can define here the type of order which should be created depending on the OEM and warranty category. Please read the IMG activity documentation.



Cash Desk



Making Settings for Characteristics of Document Type SK

Use The following procedure explains how you can define document type SK Cash Document so that you can perform credit-side and debit-side postings in the cash desk.

Procedure ...

1. In Customizing for Financial Accounting (New), choose Financial Accounting Global Settings (New) → Document → Document Types → Define Document Types for Entry View.

2. Choose the document type SK Cash document and choose Detail.

3. In the subscreen Account Types Allowed, set the Customer and Vendor indicators.



Defining Business Transactions

Use The cash desk functions support G/L account postings. You can configure these business transactions, for example, as follows:

● Restrictions on business account assignment (cost center)

● G/L account predefined

● Tax indicator predefined

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Cash Desk → Define Business Transaction.

2. Enter business transactions, such as 17 Office Material, 68 Bank.



Assigning a Number Range to Cash Desk Document Types

Use Use the number range object /DBM/TILL for the cash desk functions.

Procedure ...

1. From the SAP Easy Access screen, choose Tools → ABAP Workbench → Development → Other Tools → Number Ranges.

2. Enter the number range object /DBM/TILL.

3. Enter data to confirm that the number ranges are assigned to a company code.

4. Choose Goto → Number Ranges and create an interval according to the entries in the cash desk document types.

Default value for the interval is 01. This value is also transported with the Business Configuration Set Cash Desk Document Types.



Defining Integration with Accounting

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Cash Desk → Define Integration with Accounting.

2. Enter the data required. Business Transaction: RFBU, Ref. Transactn: DBMCD



Setting Up a Cash Desk Work Center

Use You can use this procedure to assign organizational and content settings to a cash desk.

Procedure ...

1. In Customizing for Logistics Execution, choose Dealer Business Management (DBM) → Cash Desk → Define Cash Desk Work Center.

2. Enter the required data.

3. On the SAP Easy Access screen, choose Tools → Administration → Monitor →System Monitoring →User Overview.

4. Copy the desired terminal and enter it in the IMG activity Maintaining Cash Desk Work Center in the field CDWC: Computer.

This ensures that the cash desk can be started at a specific work center only (since there can also be connections to local systems, such as a cash drawer).

5. In accordance with Accounting, assign the following data to the cash desk work center:

○ Business transactions

○ Master data (cost centers)

○ Accounts



Notification



Maintaining enhancements and BAdI implementations

Procedure Read the documentation In Customizing for Logistics Execution→Dealer Business Management (DBM)→Customer Data Management→Notification→Business Add-Ins (BAdIs)→Notification Documentation and follow the instructions.



Order



Order search

Procedure The order search needs some manual entries in the first installation. The following steps are necessary for the search:

1. In transaction SM30 modify /DBM/ORD_SVIEW_V

The following entry has to be made: Field Value

Order Search View Standard

Program Name /DBM/SAPLORDER_UI

Scrn.No 1006

2. In transaction SM30 modify /DBM/ORD_SRCFL_V.

The following entries have to be made. ScrNo Screen Field Table name Database field Att Type

1105 /DBM/SPLHDR_COM-AUFART

/DBM/SPLHDR_DB AUFART S String

1105 /DBM/VBAK_COM-ANGE_USER

/DBM/VBAK_DB ANGE_USER S String

1105 /DBM/VBAK_COM-AUDAT

/DBM/VBAK_DB AUDAT D Date

1105 /DBM/VBAK_COM-FERTIG_DAT

/DBM/VBAK_DB FERTIG_DAT D Date

1105 /DBM/VBAK_COM-HSTAT /DBM/VBAK_DB HSTAT S String

1105 /DBM/VBAK_COM-LICPL /DBM/VBAK_DB LICPL S String

1105 /DBM/VBAK_COM-PERNR /DBM/VBAK_DB PERNR S String

1105 /DBM/VBAK_COM-SCHEDULE_DATE

/DBM/VBAK_DB SCHEDULE_DATE D Date

1105 /DBM/VBAK_COM-SPART /DBM/VBAK_DB SPART S String

1105 /DBM/VBAK_COM-VGUID /DBM/VBAK_DB VGUID S String

1105 /DBM/VBAK_COM-VHVIN /DBM/VBAK_DB VHVIN S String

1105 /DBM/VBAK_COM-VKORG

/DBM/VBAK_DB VKORG S String

1105 /DBM/VBAK_COM-VTWEG

/DBM/VBAK_DB VTWEG S String

1105 /DBM/VBAK_COM-WERKS

/DBM/VBAK_DB WERKS S String



1105 /DBM/VBAK_COM-W_LEITZAHL

/DBM/VBAK_DB W_LEITZAHL S String

1105 /DBM/VBPA_COM-KUNNR

/DBM/VBPA KUNNR S String

1105 /DBM/VBPA_COM-PARVW

/DBM/VBPA PARVW S String

3. You have to install ORDER index. Enter into transaction COM_SE_ADMIN. Call menu Goto → Customizing → Business Objects And Indexes.

4. Click on "Settings for Business Object", Click on "New Entries". Fill the table fields with the following values:

5. Business Object: "ORDER", Class for Bus. Object: /DBM/CL_SE_ORDERSEARCH

6. Save the entry

7. Then select the new object

8. Click on "Settings for Object types"

9. Click on "New Entries"

10. Fill the fields with the following values: Business Object "ORDER" or "VEHICLE"

Object Type: 1 Max. No Tasks: 1 Max Obj.Pack: 10 Scope of log: Only fatal errors Multilingual = X

11. To have the new index build for the first time, you have to select it out of the list of active indexes (starting screen of transaction ses_admin) and click the button index immediately.

12. To have the data always up to date, a job has to be created, which runs every minute, but it should have already been created before.

Documents

SAP Dealer Business Management: Business Scenario and …€¦ · Assigning Warranty Claim Item Type – Order Item Cate gory ... SAP Dealer Business Management: Business Scenario