1

Appendix

Contents:
 Recommended Follow-up Activities
 Optional Exercises
 Menu Paths

 SAP AG 1999

© SAP AG LO020 12-1

1.2
Recommended Follow-up Activities

 Go through the exercises using IDES data or your

own data
 Read on-line documentation
 Read IMG documentation
 Read release notes

 SAP AG 1999

© SAP AG LO020 12-2

 1.3Appendix: Optional Exercises

Unit: Appendix
Topic: Business Processes

At the conclusion of this exercise, you will be able to:

 Estimate how much you have understood of the previous
exercises and slides

You have various roles in the following business scenario. Map

the required processes in the SAP System to meet your material
management requirements.

1 Foreword
1-1 Aim of exercise
This exercise is intended to test and consolidate your knowledge. You may
not have time to work through these exercises during the training course.
But you can use these documents to work through the exercises yourself
after the course.
The instructor will answer any questions.
No solutions are provided for this unit.

1-2 General information

In this exercise (unlike the previous ones) you are provided only with the
most important information you need to do the exercises. It is therefore
essential that you read the scenarios thoroughly and use them in the
correct business processes. You will find that it is up to you to provide much
of the information and data.

© SAP AG LO020 12-3

 The knowledge you have acquired in the course is the only prerequisite for
this exercise. Any extra requirements are marked.
A functional business process is provided so that you can check whether
you have completed the exercise successfully.
If you have any problems during the exercise, we recommend that you look
in the appropriate unit first and then carry out the exercise step by step.
Please make a note of the data and documents you create on this exercise
sheet.

1-3 Basic data

You are provided with information on all the required data and settings.
Unless you are told otherwise, work with:
Company code: 1000 (IDES)
Purchasing organization: 1000 (IDES)
Plant: 1000 (Hamburg)
Purchasing group: LO020-## (T##)
MRP controller: 0##

Use only vendors T-K12A-##, K12B-##, and K12C-## for your

processes.
Good Luck!

© SAP AG LO020 12-4

 2 Engineering/Design department
2-1 You have just finished manufacturing a new product. To manufacture this
product, you need a new component that has never been used before in your
company.
This component is to be managed under the number Teil-## in your
company.
Teil-## goes into full production and, in future, will be available as a spare
part for internal customers.

2-2 In the Engineering/Design view, enter the data required.

Which material type do you choose? ___________________________

The description of the component is: ____________________

Which view(s) do you create? ___________________________

Which data do you enter?

______________________________________________________

______________________________________________________

© SAP AG LO020 12-5

 3 Purchasing
3-1 The Engineering/Design department has informed you that a new material
Teil-## has been created in the system. You are asked to find possible
vendors for the component in the next few days.
3-2 In your company, the buyer usually maintains the data relevant to
accounting. As you do not yet know what the material costs, do not enter the
accounting data until you know the prices of possible suppliers.
Teil-## is relatively low in value and is not subject to short-term price
fluctuations. You want to valuate it at a fixed price.

3-3 Which view(s) do you create? ____________________________

Make a note of the most important data:

______________________________________________________

______________________________________________________

______________________________________________________

4 Warehouse
4-1 Make sure that Teil-## can be placed into storage. There are no particular
requirements.

4-2 Which view(s) do you create? ____________________________

Make a note of the most important data:

______________________________________________________

______________________________________________________

© SAP AG LO020 12-6

 5 Purchasing
5-1 You check in the system if price data for Teil-## has already been entered in
another department.
How do you do this (transaction)? Is there price data?

______________________________________________________

______________________________________________________

5-2 You send RFQs to three vendors (T-K12A##, T-K12B##, and T-K12C##).
The amount in the RFQ is 10,000 in accordance with your expected annual
requirements.
As QI wants to check the parts before the vendor is released, inform your
potential vendors in your RFQ that you will order 100 parts on the condition
that they are given the order.
RFQ numbers / vendor:
______________________________________________________

______________________________________________________

______________________________________________________

5-3 You have received the quotations.

T-K12A## offers Teil-## for 12 UNI / pc for quantities above 100 pcs with
delivery free of charge. The delivery time is 5 days.
T-K12B## can deliver Teil-## for 10 UNI / pc, but requires a flat-rate low-
quantity surcharge of 250 UNI for quantities below 200 pcs. There is also a
flat-rate freight charge of 150 UNI per delivery. The delivery time is 1
week.
T-K12C## charges 14 UNI / pc, with no freight charge for quantities over
100 pieces and a 2% freight surcharge for quantities under 100 pieces. The
delivery time is 10 days.

© SAP AG LO020 12-7

 5-4 According to the information from Production, you will order the material
about 20 times per year; that is, you expect deliveries of 500 pieces a time.
Analyze the quotations and reject those you do not want to include.

Most reasonable vendor:_____________ Effective price / pc ________

5-5 Create an info record based on the most reasonable quotation.

5-6 Extend the material master record of Teil-## with the data that is required
for the purchase order and account management.

Which view(s) do you maintain? ____________________________

Make a note of the most important data:
______________________________________________________

______________________________________________________

5-7 Order 100 pieces of the material with reference to the most reasonable
quotation.
Also order an inspection gauge for your cost center 4100 from the same
vendor (material without a master record). The vendor informed you by
telephone that the price is 200 UNI.
As the buyer, you want to be kept informed of the status of your purchase
orders. Configure the system so that it sends you a message when goods are
received for a purchase order.
Issue the purchase order as a message.
PO number:____________________________________________

5-8 Shortly after you have issued the purchase order, you notice that you require
another piece of material M-01. You therefore change the purchase order
and add the monitor as a third item. The price is 1000 UNI. You send the
changed purchase order to the vendor.

© SAP AG LO020 12-8

 5-9 The vendor calls you because he or she does not know anything about item
3, M-01. You discover that you have ordered the item from the wrong
vendor and cancel it. To let the vendor know, you send him or her a
message to this effect.

6 Warehouse
6-1 The vendor sends you 50 pieces of the ordered material plus the inspection
gauge. Teil-## is inspected first.
6-2 The QM department makes a positive usage decision. You therefore transfer
Teil-##.
6-3 The prototype production department requires 25 pieces to prepare the
material for repetitive manufacturing. You issue the required quantity to the
appropriate cost center (4110).

Goods issue, movement type: Consumption for cost center

from warehouse

7 Engineering/design, manufacturing, materials planning and purchasing

It is decided that the material does not have any defects and should be
procured regularly from this vendor. It is also decided that the procurement
process with regard to materials planning, purchasing, and invoice
verification should be as simple and cheap as possible.

8 Materials planning
8-1 As the MRP controller responsible, you work out an appropriate planning
strategy.
After consulting the warehouse and production, you decide that it is not
advisable to keep more than 800 pieces of the material Teil-## in stock
(=maximum stock level).
As soon as the stock drops below 300 pieces, the replenishment of the
material is automatically initiated.
In this case, the stock level should be completely replenished.
To cover possible risks and fluctuations, you plan to hold a safety stock of
50 pieces.
According to the Purchasing Department, the vendor requires a delivery
time of 5 days.
As you also want to take future requirements into account in materials
planning, you decide on an approporiate MRP procedure (choose MRP
type V1).

© SAP AG LO020 12-9

 8-2 Which views and indicators do you maintain? Make a note of the
appropriate parameters.

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________

9 Invoice verification
9-1 The vendor charges you for the complete quantity of the sample purchase
order (100 pc).
You enter and post the invoice.
Can the Financial Accounting Department pay the invoice?
Give a reason for your answer.

______________________________________________________

______________________________________________________

10 Purchasing
10-1 As you do not want to process every purchase requisition for the vendor and
Teil-## manually, you configure the system so that the purchase requisitions
are automatically assigned with sources of supply.
These purchase requisitions are to be converted to purchase orders
automatically via a report.
The invoice verification process should also be as simple as possible. You
have therefore arranged with the vendor that you settle his or her payments
directly after the goods receipt is posted. Therefore, the vendor does not
issue an invoice.
10-2 Maintain all the data that is required to do this.

Hint: Material master, vendor master, info record, and

source list.

© SAP AG LO020 12-10

 Which entries are essential?

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________

11 Start of production
11-1 As the person responsible in Production, you require 200 pieces of Teil-##
in 2 weeks. You therefore create a reservation to ensure that this component
is available for the required date.

... Inventory Management  Reservation  Create

Base date: Current date +2 weeks

Movement type: 201
Cost center: 4100
Teil-##: 200 pieces
Accept any messages and save

11-2 As the MRP controller, you are currently checking the stock/requirements
list for Teil-##.
Are there any requirements and, if so, are these covered?

______________________________________________________

You carry out a planning run for Teil-## and save it.
What is the result?

______________________________________________________
© SAP AG LO020 12-11
 11-3 In Purchasing, you are processing all purchase requisitions which have
already been assigned sources of supply. Assign a source of supply for Teil-
## and display the purchase order that is created.

PO number:____________________________________________

11-4 A delivery from vendor T-K12B-## arrives in goods receipt. It is the

remaining 50 pieces from the sample purchase order and the ordered
quantity from the reservation.

11-5 Using the ERS procedure, the accounts payable clerk settles all the vendor’s
invoices for Teil-##.

Invoiced amount: ____________________________

Exercise complete!

Did you complete the process?

No? Go through the exercises again step by step

or speak to the instructor

Yes? Congratulations!

© SAP AG LO020 12-12

 1.4Frequently-used Menu Paths
LO020 4.6 Processes in Procurement
Activity Menu Path
Master Data:
Material master: Logistics  Materials Management  Material
Create material Master  Material  Create (Special)
Material master: Logistics  Materials Management  Material
Create material (alternative) Master  Material  Create (General) 
Immediately
Material master: Logistics  Materials Management  Material
Display material Master  Material  Display  Display Current
Material master: Logistics  Materials Management  Material
Change material Master  Material  Change  Immediately
Material master: Logistics  Materials Management  Material
Extend material view Master  Other  Extend Material View(s)
Material master: Logistics  Materials Management  Material
Enter storage locations Master  Other  Enter Storage Locations
collectively:
Material master: Logistics  Materials Management  Material
Materials list Master  Other  Materials List
Material master: Logistics  Materials Management  Material
Change documents Master  Material  Display Changes  Active
Changes
Info record: Logistics  Materials Management 
Create / Change / Display Purchasing
 Master Data  Info Record  …
Vendor (all data) Logistics  Materials Management 
Create / Change / Display Purchasing  Master Data  Vendor
Central …
Vendor (purchasing data) Logistics  Materials Management 
Create / Change / Display Purchasing  Master Data  Vendor
Purchasing  …
Conditions by vendor Logistics  Materials Management 
Purchasing
Master Data  Conditions 
Discounts/Surcharges  By Vendor
Service master Logistics  Materials Management  Service
Master  Service  Service Master
Service conditions for service Logistics  Materials Management  Service
Master  Service  Service Conditions  For

© SAP AG LO020 12-13

Activity Menu Path
Service  Display
Service conditions for vendor Logistics  Materials Management  Service
without plant Master  Service  Service Conditions  For
Vendor Without Plant  Display
Service conditions for vendor Logistics  Materials Management  Service
with plant Master  Service  Service Conditions  For
Vendor with Plant  Display
Documents:
Purchase requisition: Logistics  Materials Management 
Create / Change / Display Purchasing  Purchase Requisition  …
RFQ: Create Logistics  Materials Management 
Purchasing  RFQ/Quotation  Request for
Quotation  Create
Quotation: Maintain Logistics  Materials Management 
Purchasing  RFQ/Quotation  Quotation 
Maintain
Price comparison Logistics  Materials Management 
Purchasing  RFQ/Quotation  Quotation 
Price Comparison
RFQ / Rejection: Logistics  Materials Management 
Issue message Purchasing
RFQ/Quotation  Request for Quotation 
Messages  Print/Transmit
Purchase order: Logistics  Materials Management 
Create / Change / Display Purchasing  Purchase Order  Create 
Vendor/Supplying Plant Known
Purchase requisition / Logistics  Materials Management 
Purchase order: Assign and Purchasing  Purchase Requisition  Follow-
process On Functions  Assign and Process
Create purchase order Logistics  Materials Management 
automatically Purchasing  Purchase Requistion  Follow-
On Functions  Create Purchase Order 
Automatically via Purchase Requisitions
Purchase order: Logistics  Materials Management 
Issue message Purchasing  Purchase Order  Messages 
Print/Transmit
Contract: Logistics  Materials Management 
Create / Change / Display Purchasing  Outline Agreement  Contract 
...
Shipping notification: Logistics  Materials Management 
Create / Change / Display Purchasing  Purchase Order  Inbound
Delivery  ...
© SAP AG LO020 12-14
Activity Menu Path
Enter goods receipt Logistics  Materials Management  Inventory
Management  Goods Movement  Goods
Receipt  For Purchase Order
Enter transfer posting Logistics  Materials Management  Inventory
Management  Goods Movement  Transfer
Posting
Enter service Logistics  Materials Management  Service
Entry Sheet  Maintain
Enter invoice Logistics  Materials Management  Invoice
Verification  Logistics Invoice Verification 
Document Entry  Enter Invoice
Evaluated receipt settlement Logistics  Materials Management  Invoice
(ERS) Verification  Logistics Invoice Verification 
Further Processing  Execute ERS
Single planning run Logistics  Materials Management  Materials
Requirements Planning (MRP)  MRP 
Planning  Single-Item, Single-Level

List Displays, Reporting and Information

List display: Purchase Logistics  Materials Management 
requisitions Purchasing  Purchase Requisition  List
Displays
List display: Purchase orders Logistics  Materials Management 
Purchasing  Purchase Order  List Displays
List display: Logistics  Materials Management 
RFQ / Quotation Purchasing  RFQ/Quotation  Request for
Quotation  List Displays
List display: Info records Logistics  Materials Management 
Purchasing Master Data  Info Record  List
Displays  …
List display: Goods receipts Logistics  Materials Management  Inventory
Management  Environment  List Displays 
Material Documents
Stock overview Logistics  Materials Management  Inventory
Management  Environment  Stock  Stock
Overview
Stock/requirements list Logistics  Materials Management  Inventory
Management  Environment  Stock 
Stock/Requirements List
Purchasing group analysis Logistics  Materials Management 
Purchasing  Purchase Order  Reporting 
Purchasing Information System  Standard
© SAP AG LO020 12-15
Activity Menu Path
analyses  Purchasing group
Analysis of storage location Logistics  Materials Management  Inventory
Management  Environment  Inventory
Controlling  Standard analyses  Storage
location

© SAP AG LO020 12-16