Please submit the resulting document numbers as outlined in the attached Part B of midterm test and a screen shot of the resulting Display Balances as outlined in Step 21 in "Intro_S4HANA_Using_Global_Bike_Case_Study_MM_GUI_en_v3.3" to this submission folder. Please put everything in one document.
CASE STUDY CASE STUDY Materials Management (MM) This case study explains an integrated materials management process in detail and thus fosters a thorough understanding of each process step and underlying SAP functionality. Product S/4HANA 1809 Global Bike GUI 7.50 Level Undergraduate Graduate Beginner Focus Materials Management Authors Bret Wagner Stefan Weidner Version 3.3 Last Change May 2019 MOTIVATION The data entry requirements in the materials management exercises (MM 1 through MM 5) were minimized because much of the data was stored in the SAP system. This stored data, known as master data, simplifies the processing of business transactions. In the procurement process, we used master data for vendors, materials (products we purchased) to simplify the procurement process. In this case study, we will create the master data for a new vendor and a new trading good. PREREQUISITES Before you use this case study, you should be familiar with navigation in the SAP system. In order to successfully work through this case study, it is not necessary to have finished the MM exercises (MM 1 through MM 5). However, it is recommended. NOTES This case study uses the Global Bike (GBI) data set, which has exclusively been created for SAP UA global curricula. Process Overview Learning Objective Understand and perform a purchasing process cycle Scenario In order to process a complete purchasing process you will take on different roles within the GBI company, e.g. purchasing agent, warehouse worker, accounting clerk. Overall, you will be working in the Materials Management (MM) and the Financial Accounting (FI) departments. Employees involved Joyce Hausman (Contract Administrator) Sandeep Das (Warehouse Supervisor) Sergey Petrov (Warehouse Employee) Wilton Saban (Inventory Supervisor) Alberto Conti (Technical Office Assistant) Aura Maxwell (Buyer) Tatjana Karsova (Receiving Clerk) Silvia Cassano (Accounts Payable Specialist) Shuyuan Chen (Chief Accountant) Time 140 min Before you start the purchasing process you create a new vendor (Mid-West Supply) in Lincoln. Then, you create a new master record for a trading good (Chain Lock) in the system. After checking the stock (empty) you are starting the procurement process by creating a purchase requisition. Then, you generate a request for quotations and enter the quotations from various vendors – including your new vendor. After evaluating and accepting the quotation of Mid-West Supply you create a purchase order referencing the RFQ. Then, you will post the goods receipt and verify the physical receipt in stock. After creating two partial invoices you will post the payments to the vendor and review the G/L accounts. The graphic below displays the complete process (20 tasks). Table of Contents Process Overview2 Step 1: Create New Supplier4 Step 2: Create Material Master for Trading Goods7 Step 3: Extend Material Master for Trading Goods11 Step 4: Display Stock/Requirements List13 Step 5: Create Purchase Requisition15 Step 6: Display Stock/Requirements List17 Step 7: Create Request for Quotation18 Step 8: Maintain Quotations from Vendors22 Step 9: Evaluate quotations on price25 Step 10: Create Purchase Order Referencing an RFQ27 Step 11: Display Purchase Order31 Step 12: Create Goods Receipt for Purchase Order32 Step 13: Verify Physical Receipt of Goods34 Step 14: Create Invoice Receipt from Vendor35 Step 15: Display Purchase Order History38 Step 16: Create Goods Receipt for Purchase Order39 Step 17: Create Invoice Receipt from Vendor40 Step 18: Post Payments to Vendor41 Step 19: Display Vendor Line Items44 Step 20: Display Purchase Order History45 Step 21: Display/Review G/L Account Balances and Individual Line Items46 MM Challenge49 Step 1: Create New Supplier Task Create a new supplier. Short Description Use the SAP Easy Access Menu to create a new supplier (Mid-West Supply). Name (Position) Joyce Hausman (Contract Administrator) Time 10 min Suppliers are established in both accounting and purchasing. The supplier master record requires three views – general, accounting, and purchasing in order to be active. Suppliers can be created centrally meaning that all views are generated concurrently or responsibility can be distributed to accounting and purchasing for creating and maintaining their respective views. In this case study, central creation will be used to enter all of the needed data. In this way, this vendor record will contain all of the information necessary to conduct business transactions. Vendor master To create a new supplier , follow the menu path: Logistics ► Materials Management ► Purchasing ► Master Data ► Vendor ► Central ► Create This will produce the following screen. Menu path In the Create Business Partner screen choose Organization. Press enter or click on . In the Create Organization: Role FI Vendor screen in the tab Address, select Company as Title, enter Mid-West Supply as Name, and your number (###) for Search term. Also enter as Street 335 W Industrial Lake Dr, as Postal code 68528, Lincoln for City, US as Country and NE as Region. As communication language choose English. Compare your entries with the screen shown below. Company Mid-West Supply ### 335 W Industrial Lake Dr 68528 Lincoln US NE English Choose the button to get an overview of all tabs. Navigate to the tab Vendor: Tax Data. In the Additional Tax Data section enter 12-3456### as Tax Number (remember to replace ### with your number). Confirm your entry and click on the button . 12-3456### Enter US00 for company code. Then click on Enter. US00 In the tab Vendor: Account Management enter 300000 as Reconciliation acct. Then click on Enter. 300000 Switch to the tab Vendor: Payment Transactions and enter 0001 as Payment Terms and select Check Double Invoice. 0001 Check Double Invoice Switch to the tab Vendor: Correspondence enter your name as Clerk at vendor. your name In the dropdown menu Create in BP role choose Vendor. Vendor In the Popup Change to another BP role in create mode click on . To expand your purchase data information of your newly created partner Mid-West Supply click on . In the Purchasing Organization area enter US00 as Purch. organization. Then click on Enter. US00 In the tab Purchasing Data enter USD as Order currency and enter 0001 (Payable immediately Due net) or choose it with the F4-help Payable immediately Due net in Payment terms. USD 0001 (Payable immediately Due net) Navigate to the tab Partner Functions and enter VN for the slot PF. Press enter. VN Click on to save your vendor master record. The system will automatically assign a unique number for your vendor. Click on the exit icon to return to the SAP Easy Access screen. Step 2: Create Material Master for Trading Goods Task Create material masters for trading goods. Short Description Use the SAP Easy Access Menu to create a trading good master record for a chain lock in the Wholesale distribution channel. Name (Position) Sandeep Das (Warehouse Supervisor) Time 15 min To create a trading good material master record, follow the menu path: Logistics ► Materials Management ► Material Master ► Material ► Create (Special) ► Trading Goods This will produce the following screen. Menu path In the Material field, type in CHLK1### (replace ### with your number) and select Retail as an Industry sector. Then, click on or press Enter. CHLK1### Retail On the next screen, select the following views by clicking on the square in front of the respective rows: - Basic Data 1- MRP 1 - Sales: Sales Org. Data 1- MRP 2 - Sales: Sales Org. Data 2- MRP 3 - Sales: General/Plant Data- General Plant Data/Storage 1 - Purchasing- Accounting 1 Also, select Create views selected. Basic Data 1 Sales: Sales Org. Data 1 Sales: Sales Org. Data 2 Sales: General/Plant Data Purchasing MRP 1 MRP 2 MRP 3 General Plant Data/St. 1 Accounting 1 Create views selected Then, click on . On the Organizational Levels screen, enter plant MI00 (Miami), Stor. Location TG00 (Trading Goods), Sales Org. UE00 (US East), and Distr. Channel WH (Wholesale). Compare with the screen shown below. Then, click on . MI00 TG00 UE00 WH On the Basic Data 1 tab, enter Chain Lock as a description (text field next to the material number). As Base Unit of Measure, use the F4 help to find and select each (EA) or enter EA. In the Material Group field, select UTIL (Utilities). As division, choose AS (Accessories). In the Gross Weight field and in the Net Weight field, enter 65 and select Ounce (OZ) as Weight unit. Then press Enter. Chain Lock EA UTIL AS 65 65 OZ On the Sales: sales org. 1 tab, in the Delivering Plant field use the F4 help to find and select the Miami plant (MI00). In the Tax data section, in the left Tax classification column (the one that is editable = white background colour) select Exempt (0) for all three tax categories. Click on . On the following screen, enter Scale quantity 1, Unit EA and Amount 69.00. Compare your entries with the screen below, then click on to return to the Sales: sales org. 1 view. There, press Enter. MI00 0 0 0 1 69.00 On the Sales: sales org. 2 tab, select Matl statistics grp 1. Then press Enter. 1 On the Sales: Genereal/Plant tab, select Availability check 02 (Individual requirements) and use the F4 help to choose Trans. Grp 0001 (On pallets) and LoadingGrp 0002 (Handcart). Click Enter. 02 0001 0002 On the Purchasing tab, enter Purchasing Group N00 (North America) and click Enter. N00 On the MRP 1 tab, select MRP type PD (MRP), MRP Controller 000, Lot Sizing Procedure EX (Lot-for-lot order quantity) and Minimum Lot Size 10. Then click Enter. PD 000 EX 10 On the MRP 2 tab, enter Planned Deliv.Time 6 (days) and select SchedMargin key 001. Click Enter. 6 001 On the MRP 3 tab, check if the Availability check is set correctly to 02. Then, press Enter. Skip the Plant data / stor. 1 view by clicking Enter. 02 On the Accounting 1 tab, select Valuation Class 3100 (Trading Goods), enter Per. unit price 33.50. 3100 33.50 Then, click on to save your material. Acknowledge the warning, which might appear. Click on the exit icon to return to the SAP Easy Access screen. Step 3: Extend Material Master for Trading Goods Task Extend a material master. Short Description Copy the sales views of the new trading good (chain lock) from the Miami plant to the San Diego plant to maintain a different condition