Ch.07-04 WM Fulfillment Process - S4 HANA 2020 MCC V1.6

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Chapter 07-04: WM Fulfillment Process Execution PREREQUISITES 1. You should be familiar with navigation in SAP ERP 2. Completed Exercises Chs. 02-01 through 07-03. MOTIVATION In this exercise, you will do the following for WM Procure from Plant: 1. Create Sales Order 2. Prepare Shipment 3. Pick Materials 4. Confirm Transfer Order 5. Send Shipment 6. Send Invoice 7. Post Payment PRODUCT SAP S/4 HANA 2020 REVISED 12/08/2021 FOCUS WM Fulfillment AUTHORS Simha R. Magal Tom Wilder VERSION 1.6 MCC TESTED Date: 12/08/2021 System: MGL ACKNOWLEDGEMENT These are the GBI exercises developed by Simha R. Magal and Jeff Word. These exercises include concepts discussed in the book, Integrated Business Processes with ERP Systems (Epistemy Press, 2012).

Part I - Table of Contents Table of Contents Section I.1: Create Sales Order .................................................................................................................... 3 Section I.2: Prepare Shipment ..................................................................................................................... 5 Section I.3: Pick Materials ............................................................................................................................ 7 Section I.4: Confirm Transfer Order ............................................................................................................. 9 Section I.5: Send Shipment ........................................................................................................................ 10 Section I.6: Send Invoice ............................................................................................................................ 11 Section I.7: Post Payment .......................................................................................................................... 12 Chapter 07-04: WM Fulfillment Page 3 of 25 © 2022 Epistemy Press, LLC. Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

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In this section, you create a sales order for your customer in California. For this section, you will be assuming the fact that you have already received a purchase order from this customer. Step: I.1.1: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu  Logistics  Sales and Distribution  Sales  Order  Create 1: What is the Transaction Code to create a sales order? VA01  Step: I.1.2: In the “Create Sales Document” screen, enter the following information: Attribute Description Data Value Order Type Distinguishes different types of sales documents OR Sales Organization Organizational unit responsible for the sale of products Your US West Distribution Channel Way products reach the customer Wholesale Division A way of grouping products Bicycles Step: I.1.3: Press Enter. Or click Continue Chapter 07-04: WM Fulfillment Page 5 of 25 © 2022 Epistemy Press, LLC. Section I.1: Create Sales Order Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

Step: I.1.4: In the “Create Standard Order: Overview” screen, enter the following information: Attribute Description Data Value Sold-To Party The customer who orders the goods or services Your Silicon Valley Bikes Cust. Reference Customers number for the purchasing document 11## Step: I.1.5: Press Enter. Step: I.1.6: In the “Create Standard Order: Overview” screen, in “Sales Section”, enter the following information: Attribute Description Data Value Req. deliv. Date Date when the customer should receive the goods One Week from Today Pricing date Date that determining date-related pricing elements One Week from Today Step: I.1.7: At the bottom of the screen, enter the following information: Attribute Description Data Value Material Key uniquely identifying the material Your Off-Road Men’s Bike Order Quantity The total order quantity for this item 50 Next Line Material Key uniquely identifying the material Your Road Helmet Order Quantity The total order quantity for this item 100 Chapter 07-04: WM Fulfillment Page 6 of 25 © 2022 Epistemy Press, LLC.

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Step: I.1.8: Press Enter. Step: I.1.9: In the “Information” pop-up “Change invoice date: The billing date is redetermined” , click Enter . Step: I.1.10: Click Save .  You will receive a message that says, “Standard Order has been saved”. 2: What is the Sales Order document number? 1001  Step: I.1.11: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your off-road men’s bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. 3: What is the total dollar value of Men’s Off-Road Bikes in San Diego inventory? 180,000.00  Step: I.1.12: Refer to a previous step in a previous exercise for instructions on how to review warehouse inventory. Review the warehouse inventory of your Men’s Off-Road Bike. While the amount in your inventory may be obvious, it is always good to check for grading purposes. 4: How many bikes are in your STBN-7-000 storage bin? 150  Chapter 07-04: WM Fulfillment Page 7 of 25 © 2022 Epistemy Press, LLC.

In this section, you create the outbound delivery note used to fulfill the sales order. Step: I.1.13: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu  Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery  Create  Single Document  With Reference to Sales Order 5: What is the Transaction Code to create an outbound delivery? VL01N  Step: I.1.14: In the “Create Outbound Delivery with Order Reference” screen, enter the following information: Attribute Description Data Value Shipping Point Physical location from which you ship the item Your San Diego Selection Date Date with which you select the delivery Req. deliv. Date used in Sales Order Order Sales order you want to use as the basis for delivery Your Sales Order Number Step: I.1.15: Press Enter. Chapter 07-04: WM Fulfillment Page 8 of 25 © 2022 Epistemy Press, LLC. Section I.2: Prepare Shipment Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

Step: I.1.16: In the “Outbound Delivery Create: Overview” screen, click on the “Picking” tab. Step: I.1.17: Enter the following information: Attribute Description Data Value Material Key uniquely identifying the material Your Men’s Off-Road Bike SLoc Location where materials are stored Your Finished Goods Picked Qty Pick/stock quantity in sales units Leave Blank Next Line Material Key uniquely identifying the material Your Road Helmet SLoc Location where materials are stored Your Trading Goods Picked Qty Pick/stock quantity in sales units Leave Blank Chapter 07-04: WM Fulfillment Page 9 of 25 © 2022 Epistemy Press, LLC.

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Step: I.1.18: Click Save .  You will receive a message that says, “Outbound Delivery has been saved”. 6: What is the Outbound Delivery document number? 80000505  Step: I.1.19: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your off-road men’s bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. 7: What is the total dollar value of Men’s Off-Road Bikes in San Diego inventory? 180,00.0  Step: I.1.20: Refer to a previous step in a previous exercise for instructions on how to review warehouse inventory. Review the warehouse inventory of your Men’s Off-Road Bike. While the amount in your inventory may be obvious, it is always good to check for grading purposes. 8: How many bikes are in your STBN-7-000 storage bin? 150  Chapter 07-04: WM Fulfillment Page 10 of 25 © 2022 Epistemy Press, LLC.

In this section, you create a transfer order based on the note created in the previous section. Step: I.1.21: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu  Logistics  Logistics Execution  Outbound Process  Goods Issue for Outbound Delivery  Picking  Create Transfer Order  Via Outbound Delivery Monitor 9: What is the Transaction Code to create a transfer order via delivery monitor? VL06P  Step: I.1.22: In the “Outbound Deliveries for Picking” screen, enter the following information: Attribute Description Data Value Shipping Point/Receiving Pt Physical location from which you ship the item. Your San Diego Step: I.1.23: Click Execute . Step: I.1.24: In the “Day’s Workload for Picking” screen, click the check box next to your outbound delivery . Chapter 07-04: WM Fulfillment Page 11 of 25 © 2022 Epistemy Press, LLC. Section I.3: Pick Materials Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

Step: I.1.25: Click TO in Foreground . Step: I.1.26: In the “Create Transfer Order for Delivery Note: Initial” screen, enter the following information: Attribute Description Data Value Plant Key uniquely identifying a plant Your DC San Diego Plant Step: I.1.27: Press Enter. Chapter 07-04: WM Fulfillment Page 12 of 25 © 2022 Epistemy Press, LLC.

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Step: I.1.28: In the “Create TO for Delivery: Overview Deliveries” screen, click Stor. Type Srch Seq. . Step: I.1.29: In the “Create TO Delivery 8####### 000010: Prepare for Stock Removal” screen, in the first box in the Storage type search section enter the following information: Attribute Description Data Value Storage Type A subdivision of a complex, physical warehouse. Pallet Storage Step: I.1.30: Click Generate + Next Mat. . Step: I.1.31: In the “Create TO Delivery 8####### 000020: Prepare for Stock Removal” screen, in the first box in the Storage type search section enter the following information: Attribute Description Data Value Storage Type A subdivision of a complex, physical warehouse. Shelf Storage Step: I.1.32: Click Posting .  You will receive a message that says, “Transfer order created”. 10: What is the Transfer Order document number? 0000000003  Step: I.1.33: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your off-road men’s bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. Chapter 07-04: WM Fulfillment Page 13 of 25 © 2022 Epistemy Press, LLC.

11: What is the total dollar value of Men’s Off-Road Bikes in San Diego inventory? 180,000.00  Step: I.1.34: Refer to a previous step in a previous exercise for instructions on how to review warehouse inventory. Review the warehouse inventory of your Men’s Off-Road Bike. While the amount in your inventory may be obvious, it is always good to check for grading purposes. 12: How many bikes are in your STBN-7-000 storage bin? 150  Chapter 07-04: WM Fulfillment Page 14 of 25 © 2022 Epistemy Press, LLC.

In this section, you confirm the transfer order you created in the previous section. Step: I.1.35: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu  Logistics  Logistics Execution  Outbound Process  Good Issue for Outbound Delivery  Picking  Confirm Transfer Order  Single Document  In One Step 13: What is the Transaction Code to confirm a transfer order? LT12  Step: I.1.36: In the “Confirm Transfer Order: Initial Screen” screen, enter the following information: Attribute Description Data Value TO Number Identifies the transfer order Your Transfer Order Number Warehouse Number Identifies a physical warehouse Your San Diego Warehouse Step: I.1.37: Press Enter. Step: I.1.38: In the “Confirm Transfer Order: Overview of Transfer Order Items” screen, click Posting . Chapter 07-04: WM Fulfillment Page 15 of 25 © 2022 Epistemy Press, LLC. Section I.4: Confirm Transfer Order Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

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 You will receive a message that says, “Transfer order confirmed”. Step: I.1.39: Refer to a previous step in a previous exercise for instructions on how to review inventory level. 14: What is the total dollar value of Men’s Off-Road Bikes in San Diego inventory? 180,000.00  Step: I.1.40: Refer to a previous step in a previous exercise for instructions on how to review warehouse inventory. Review the warehouse inventory of your Men’s Off-Road Bike. 15: How many bikes are in your STBN-7-000 storage bin? 100  16: How many bikes are in the Shipping Area Deliveries? 50  Chapter 07-04: WM Fulfillment Page 16 of 25 © 2022 Epistemy Press, LLC.

Creating the post goods issue (shipping) reduces unrestricted stock to reflect the quantity shipped. It also indicates a change in the ownership of the goods which reflects liability. Step: I.1.41: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu  Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery  Change  Single Document 17: What is the Transaction Code to post the goods issue? VL02N  Step: I.1.42: In the “Change Outbound Delivery” screen, enter the following information: Attribute Description Data Value Outbound Delivery Uniquely identifies the delivery Your Outbound Delivery Number Step: I.1.43: Click Post Goods Issue .  You will receive a message that says, “Outbound Delivery has been saved”. Chapter 07-04: WM Fulfillment Page 17 of 25 © 2022 Epistemy Press, LLC. Section I.5: Send Shipment Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

Step: I.1.44: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your off-road men’s bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. 18: What is the total dollar value of Men’s Off-Road Bikes in San Diego inventory? 180,000.00  Step: I.1.45: Refer to a previous step in a previous exercise for instructions on how to review warehouse inventory. Review the warehouse inventory of your Men’s Off-Road Bike. 19: How many bikes are in your STBN-7-000 storage bin? 100  Chapter 07-04: WM Fulfillment Page 18 of 25 © 2022 Epistemy Press, LLC.

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In this section, you create an invoice for your customer and receive payment in the next section. Step: I.1.46: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu  Logistics  Sales and Distribution  Billing  Billing Document  Create 20: What is the Transaction Code to create a billing document? VF01  Step: I.1.47: In the “Create Billing Document” screen, enter the following information: Attribute Description Data Value Document Uniquely identifies the delivery document Your Outbound Delivery Number Step: I.1.48: Click Save .  You will receive a message that says, “Document has been saved”. Chapter 07-04: WM Fulfillment Page 19 of 25 © 2022 Epistemy Press, LLC. Section I.6: Send Invoice Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

In this step, the customer has received the invoice and sent you payment (assume full amount). Step: I.1.49: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu  Accounting  Financial Accounting  Accounts Receivable  Document Entry  Incoming Payments 22: What is the Transaction Code to receive a customer payment? F-28  Step: I.1.50: In the “Post Incoming Payments: Header Data” screen, enter the following information: Attribute Description Data Value Document Date Date on which the original document was issued Today’s Date Company Code Company code with respect to payment US## Currency/Rate Currency in which payments are done US Dollars Bank Data Account Account number for the account to be posted Your Bank Account Amount Line item amount in document currency 125000 Open Item Selection Account Account from which the open items are to be selected for further processing. Your Silicon Valley Bikes (100##) Chapter 07-04: WM Fulfillment Page 21 of 25 © 2022 Epistemy Press, LLC. Section I.7: Post Payment Create Sales Order (I) Prepare Shipment (II) Pick Materials (III) Confirm Transfer Order (IV) Send Shipment (V) Send Invoice (VI) Post Payment (VII)

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Step: I.1.51: Press Enter .  You will receive a message the says “1 items were selected”. Step: I.1.52: Click Post .  You will receive a message that says, “Document was posted in company”. 23: What is the Payment document number? 1400000001  Chapter 07-04: WM Fulfillment Page 22 of 25 © 2022 Epistemy Press, LLC.

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1: What is the Transaction Code to create a sales order? VA01  2: What is the Sales Order document number? 1001  3: What is the dollar value of Men’s Off-Road Bikes in inventory? 180,000.00  4: How many bikes are in your STBN-7-000 storage bin? 150  5: What is the Transaction Code to create an outbound delivery? VL01N  6: What is the Outbound Delivery document number? 80000505  7: What is the total dollar value of Men’s Off-Road Bikes in inventory? 180,00.0  8: How many bikes are in your STBN-7-000 storage bin? 150  9: What is the Transaction Code to create a transfer order via delivery monitor? VL06P  10: What is the Transfer Order document number? 0000000003  11: What is the total dollar value of Men’s Off-Road Bikes in inventory? 180,000.00  12: How many bikes are in your STBN-7-000 storage bin? 150  13: What is the Transaction Code to confirm a transfer order? LT12  14: What is the total dollar value of Men’s Off-Road Bikes in inventory? 180,000.00  Chapter 07-04: WM Fulfillment Page 24 of 25 © 2022 Epistemy Press, LLC.

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15: How many bikes are in your STBN-7-000 storage bin? 100  16: How many bikes are in the Shipping Area Deliveries? 50  17: What is the Transaction Code to post the goods issue? VL02N  18: What is the total dollar value of Men’s Off-Road Bikes in inventory? 180,000.00  19: How many bikes are in your STBN-7-000 storage bin? 100  20: What is the Transaction Code to create a billing document? VF01  21: What is the Invoice document number? 90000027  22: What is the Transaction Code to receive a customer payment? F-28  23: What is the Payment document number? 1400000001  Chapter 07-04: WM Fulfillment Page 25 of 25 © 2022 Epistemy Press, LLC.

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Ch.07-04 WM Fulfillment Process - S4 HANA 2020 MCC V1.6

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