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IRT370SAP Retail Store
SAP for Industries - SAP for Retail
Date
Training Center
Instructors
Education Website
Participant HandbookCourse Version: 2006 Q2
Course Duration: 2 Day(s)
Material Number: 50082006
An SAP course - use it to learn, reference it for work
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Copyright
Copyright © 2006 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the
express permission of SAP AG. The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software
components of other software vendors.
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technology invented and implemented by Netscape.
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over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.
Disclaimer
THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY
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THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.
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About This Handbook
This handbook is intended to complement the instructor-led presentation of this
course, and serve as a source of reference. It is not suitable for self-study.
Typographic Conventions
American English is the standard used in this handbook. The following typographic
conventions are also used.
Type Style Description
Example text Words or characters that appear on the screen. Theseinclude field names, screen titles, pushbuttons as well as
menu names, paths, and options.
Also used for cross-references to other documentation
both internal (in this documentation) and external (in
other locations, such as SAPNet).
Example text Emphasized words or phrases in body text, titles of
graphics, and tables
EXAMPLE TEXT Names of elements in the system. These include report
names, program names, transaction codes, table names,
and individual key words of a programming language,when surrounded by body text, for example SELECT
and INCLUDE.
Example text Screen output. This includes file and directory names
and their paths, messages, names of variables and
parameters, and passages of the source text of a program.
Example text Exact user entry. These are words and characters that
you enter in the system exactly as they appear in the
documentation.
<Example text> Variable user entry. Pointed brackets indicate that youreplace these words and characters with appropriate
entries.
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About This Handbook IRT370
Icons in Body Text
The following icons are used in this handbook.
Icon Meaning
For more information, tips, or background
Note or further explanation of previous point
Exception or caution
Procedures
Indicates that the item is displayed in the instructor's
presentation.
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Contents
Course Overview .... ...... ...... ...... ....... ...... ...... ...... ....... ...... ...... ....... .... vii
Course Goals................................................................................. vii
Course Objectives ....... ....... ....... ....... ...... ....... ...... ....... ....... ...... ....... . vii
Unit 1: Introduction to SAP Retail Store ... ... ... ... ... .... ... ... ... ... ... ... .... ... ... ... 1
Introduction.................................................................................... 2
Unit 2: Internet Transaction Server.... ... ... ... ... ... ... ... .... ... ... ... ... ... .... ... ... ... 7
Internet Transaction Server .... ... ... .... ... ... ... .... ... ... .... ... .... ... ... ... ... .... ... .. 8
Unit 3: Purchasing Processes............................................................. 15
Store Assortment List ...................................................................... 17
Store Order.................................................................................. 34
Purchase Order ...... ....... ....... ...... ....... ...... ....... ....... ...... ....... ...... ..... 56
Goods Receipt ....... ....... ....... ....... ....... ...... ....... ....... ...... ....... ...... .... 66
Incoming Invoice.... ....... ...... ....... ....... ....... ....... ....... ...... ....... ...... ..... 77
Unit 4: Inventory Management Processes.............................................. 91
Goods Movements ...... ....... ....... ....... ....... ....... ...... ....... ....... ....... ..... 92
Physical Inventory ......................................................................... 108Stock Entry ................................................................................. 120
Unit 5: Sales Processes....... ...... ...... ...... ...... ...... ....... ...... ...... ....... ..... 125
Sales Processes ...... ....... ....... ...... ....... ...... ....... ....... ....... ....... ....... . 126
Unit 6: Financial Transactions... ... .... ... ... ... ... ... ... .... ... ... ... ... ... ... .... ... ... 153
Cash Balancing ... ....... ...... ....... ...... ....... ....... ....... ....... ....... ...... ...... 154
Expense Invoice ...... ....... ....... ....... ....... ....... ....... ....... ...... ....... ...... . 162
Unit 7: Information .... ...... ....... ...... ...... ...... ...... ....... ...... ...... ....... ...... .169
Retail Reports ....... ...... ....... ....... ...... ....... ...... ....... ...... ....... ....... .... 170 Allocations . . .. . .. . . . . . . .. . .. . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . . . . . . .. . .. . . . . . . .. . .. . 173
Promotion................................................................................... 177
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Contents IRT370
Unit 8: Accessing Master Data ........................................................... 181
Introduction to Master Data . ... .... ... ... ... .... ... ... .... ... .... .... ... .... .... ... .... .. 182
Article Master Data . . . . . . . . . . . .. . . . . . . . . . .. . . . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . . . . . . .. . .. . . . . . 186Vendor Master Data Maintenance..... .... ... ... ... .... ... ... .... ... ... .... ... ... ... .... 190
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Course Overview
Target Audience
This course is intended for the following audiences:
• Project Team members responsible setting up Retail Store
• SAP and partner Consultants.
Course Prerequisites
Required Knowledge
• Good knowledge of SAPIRT
• Good knowledge of ITS.
Recommended Knowledge
• Good knowledge of all IRT courses.
• Basic knowledge of retailing
• Basic knowledge of ABAP programming
Course GoalsThis course will prepare you to:
• Configure the SAP Retail Store processes
• Use the SAP Retail Store
Course Objectives
After completing this course, you will be able to:
• Configure SAP Retail to communicate with SAP Retail Store
• Explain the processes available through SAP Retail Store• Use SAP Retail Store to perform store tasks
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Course Overview IRT370
SAP Software Component Information
The information in this course pertains to the following SAP Software Components
and releases:
• ERP 6.1
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Unit 1Introduction to SAP Retail Store
Unit Overview
SAP Retail Store provides an easy-to-use tool for several in-store tasks. The SAP
Retail Store provides direct access to ERP over an intranet. This unit describes just
one scenario for its use at a very high level.
Unit Objectives
After completing this unit, you will be able to:
• Describe the Retail Store architecture
• Identify the business processes that are delivered with SAP Retail Store
Unit Contents
Lesson: Introduction................................................................... 2
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Unit 1: Introduction to SAP Retail Store IRT370
Lesson: Introduction
Lesson OverviewIntroducing the main business scenario and architecture of SAP Retail Store
Lesson Objectives
After completing this lesson, you will be able to:
• Describe the Retail Store architecture
• Identify the business processes that are delivered with SAP Retail Store
Business Example
Store operations have been performed manually and the paperwork mailed toheadquarters. Now, that the company has implemented SAP Retail, the stores can use
the Retail Store to improve efficiency, productivity and accuracy.
SAP Retail Store (SRS)
This is a 40,000 foot look at SAP Retail Store (SRS) to, hopefully, give you a broad
perspective before diving deeper into the specifics of SRS.
Figure 1: Main Business Scenario
Smart Speciality Wines has stores throughout the southwestern United States that
are supplied by two distribution centers.
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IRT370 Lesson: Introduction
The stores have fairly simple POS systems which limits how much data they exchange
with headquarters. The company has determined that SAP Retail and SAP Retail
Store in their stores will provide the level of reporting and control necessary for them
to expand into other regions.
Figure 2: Retail Store Case Study and Landscape
Other members of your implementation team have configured the core business processes in SAP Retail. You have SAP Web Application Server installed so you
will be able to use the internal Internet Transaction Server (ITS). There is additional
customizing and testing, however, that you must do to use Retail Store.
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Unit 1: Introduction to SAP Retail Store IRT370
Figure 3: Comprehensive Retail Store Functions
Master data – Display assortments, store data, shelf layout and display and maintain,
articles, customers, vendors and sales prices
Sales – Create customers and sales orders. Request new labels for printing. Optionally,
balance sales values with other financial transactions.
Inventor y Management – Enter goods receipts, stock transfers, and stock counts for
physical inventory documents.
Purchasing – Enter Store orders, purchase orders and incoming invoices. You can alsodirectly post to specific expense accounts.
Information – Display/maintain promotions and allocation tables. Display Stock
overview report, Open goods receipts and other standard reports.
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IRT370 Lesson: Introduction
Lesson Summary
You should now be able to:
• Describe the Retail Store architecture
• Identify the business processes that are delivered with SAP Retail Store
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Unit Summary IRT370
Unit Summary
You should now be able to:
• Describe the Retail Store architecture• Identify the business processes that are delivered with SAP Retail Store
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Unit 2 Internet Transaction Server
Unit Overview
The Internet Transaction Server (ITS) maps the ERP retail screens to the HTML pages
that are displayed on the store's browser. It is this tool that allows us to separate the
business logic in ERP from the visual appearance for the end user.
Unit Objectives
After completing this unit, you will be able to:
• Describe the Internet Transaction Server (ITS)
• Describe the components delivered with SAP Retail
• Explain how ITS facilitates information transfer between SAP Retail and SAP
Retail Store
Unit Contents
Lesson: Internet Transaction Server .. ... .. .. .. .. ... .. .. .. ... ... .. .. ... .. .. .. .. ... .. 8
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Unit 2: Internet Transaction Server IRT370
Lesson: Internet Transaction Server
Lesson OverviewThe technology that underlies SAP Retail Store is discussed in this lesson.
Lesson Objectives
After completing this lesson, you will be able to:
• Describe the Internet Transaction Server (ITS)
• Describe the components delivered with SAP Retail
• Explain how ITS facilitates information transfer between SAP Retail and SAP
Retail Store
Business Example
Although the Web Application Server (WAS) and the Internet Transaction Server
(ITS) will be configured by technical colleagues, it is a good idea to have some
concept of how the interface is structured and how it facilitates the movement of data.
Figure 4: Architecture of Integrated ITS in SAP Web Application Server 6.40
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IRT370 Lesson: Internet Transaction Server
From a technical view, the Internet Transaction Server (ITS) is integrated in the kernel
of the SAP WAS 6.40 as an Internet Communication Framework (ICF) service, and
will be called over the Internet Communication manager (ICM). The ICM takes
over the tasks of the Webserver/WGate, whereas the AGate or the actual runtime isimplemented as a HTTP request handler in the Internet Communication Framework
(ICF) which executes the rendering of the HTML pages.
When a HTTP request is received by the ICM service, it determines whether the
service is implemented in the ABAP or JAVA stack of the WAS. If an ABAP
application is requested, the ICM passes it on to the task handler which hands the
request to the ITS rendering engine.
The ITS rendering engine draws the templates and MIMEs from the database of SAP
Retail. There is no need for external locally stored files any longer.
Figure 5: Standalone ITS vs. SAP WAS with Integrated ITS
The integrated ITS is implemented as an ICM service and supports both SAP GUI for
HTML and Web Transactions (IACs/EWTs). SAP Retail Store is an IAC.
The integrated ITS can only access its own system. However, through the use of alias
URLs, it can access multiple clients on the same system.
Because the integrated ITS does not support ITS Flow Logic, WebRFC andWebReporting, the stand alone ITS continues to be supported.
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Unit 2: Internet Transaction Server IRT370
Figure 6: How SAP Offers Service on the Web
Figure 7: Processing One Request from SRS
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IRT370 Lesson: Internet Transaction Server
The process begins with a user request on the browser, which calls the Internet
Communication Framework, which passes the request to the integrated ITS. The ITS
loads the service file and passes it to ABAP processing. Retail responds with the
appropriate output and the integrated ITS loads the required template, creates theHTML page and passes it to the ICM which sends it to the browser.
Figure 8: Data Access with Integrated ITS
The Retail Store templates are delivered with the system in Package WOST, which
can be accessed by the path Tools! ABAP Workbench! Overview! Object
Navigator (SE80).
The templates are 'published' to the internal system.
Similarly, the service files can be found under Tools ! Administration !
Administration! Network ! HTTP Service Hierarchy Maintenance (SICF). You can
activate the Retail Store Functions by selecting them with a right-click and Activate.
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Unit 2: Internet Transaction Server IRT370
Figure 9: Data Access with a Stand Alone ITS
The stand alone version of the ITS uses the same templates which must be published
at Design time. Publishing in this case, means copying the templates and related files
from the database to the file system of AGate and WGate servers.
At runtime, the files from WGate and AGate servers are accessed directly.
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IRT370 Lesson: Internet Transaction Server
Lesson Summary
You should now be able to:
• Describe the Internet Transaction Server (ITS)
• Describe the components delivered with SAP Retail
• Explain how ITS facilitates information transfer between SAP Retail and SAP
Retail Store
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Unit Summary IRT370
Unit Summary
You should now be able to:
• Describe the Internet Transaction Server (ITS)• Describe the components delivered with SAP Retail
• Explain how ITS facilitates information transfer between SAP Retail and SAP
Retail Store
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Unit 3 Purchasing Processes
Unit Overview
The purchasing processes are presented as an end-to-end process. Headquarters
maintains the assortment list for each store. In the store, depending on its size, a
buyer, department or store manager will maintain inventory levels using Store Order
and/or Purchase Order. A receiving clerk would perform goods receipt and if the
invoice is delivered to the store, another clerk would enter the Incoming Invoice, and
could also handle the payment.
Unit Objectives
After completing this unit, you will be able to:
• Describe the Assortment List
• Customize the Assortment List for SAP Retail Store
• View the Assortment List in SAP Retail Store.
• Describe Store Orders
• Customize the Store Order for SAP Retail Store.
• Describe purchase orders and their primary use in Retail Store.
• Customize Purchase Order profiles for SAP Retail Store
• Describe Goods Receipt
• Customize Goods Receipt for SAP Retail Store
• Process Goods Receipts in the store.
• Customize the Incoming Invoice area of SAP Retail Store
• Enter an Incoming Invoice using SAP Retail Store
Unit ContentsLesson: Store Assortment List .... ... ... .... ... ... ... .... ... ... .... ... .... .... ... .. 17
Exercise 1: Customizing Assortment List Profile and Initializing the
Store............................................................................... 27
Lesson: Store Order... ....... ....... ...... ....... ....... ...... ....... ...... ....... .. 34
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Unit 3: Purchasing Processes IRT370
Exercise 2: Store Order Customizing .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. .. . 49
Lesson: Purchase Order............................................................ 56
Exercise 3: Purchase Order Customizing and Processing .. .. .. .. .. .. .. .. 61
Lesson: Goods Receipt ... .... ... ... .... .... ... ... .... ... ... .... .... ... ... .... ... ... 66Exercise 4: Customize and Perform Goods Receipts ...................... 73
Lesson: Incoming Invoice.... ... .... ... ... .... ... ... .... ... ... .... ... ... ... .... ... .. 77
Exercise 5: Incoming Invoice Customizing and Using...................... 85
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IRT370 Lesson: Store Assortment List
Lesson: Store Assortment List
Lesson OverviewThe Assortment List contains all the article data that a store carries, including
promotions, layout specs, sales prices, and sources. An article must be listed in a store
for that store to purchase and/or to sell the article. The Assortment List does not have
to be sent to a store for it to be available to SRS. It must be run, however.
Lesson Objectives
After completing this lesson, you will be able to:
• Describe the Assortment List
• Customize the Assortment List for SAP Retail Store
• View the Assortment List in SAP Retail Store.
Business Example
Other members of your implementation team have set up master data and calculation
schemes, now it is your job to set up and test the Assortment List to run automatically
for use by SAP Retail Store. If the Assortment List has not been run for your store, no
article movements can be created.
Figure 10: Assortment List Contents
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Unit 3: Purchasing Processes IRT370
The Assortment list contains selected data of the integrated article maintenance that
are relevant for the store or customer.
A source determination is made for the articles so that the store knows from where toorder each article. More than one source can be transmitted.
Optionally, transaction data (promotions, allocation tables, orders) are read as well.
This data can support the store's merchandise planning functions.
Information about the layout of the store provides directions for article placement and
planning by visual inspection and also, where necessary, for generating shelf-edge
labels.
Figure 11: Assortment List Types: Customizing
The above example shows three Assortment List types which allows for different
cycles for the three types of articles – Food, Hardware, and Apparel articles.
Using Assortment list types allows multiple versions to be handled by a single
Assortment List profile and also provides a way of distributing the workload.
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IRT370 Lesson: Store Assortment List
Figure 12: POS Outbound: AL Version Management
Version management is recorded in the Assortment List Type entries in the system.
This slide provides a detailed look at how version management works.
The cycle time definition provides data for the system to calculate the validity period
and the next generation dates for the assortment list.
In addition, you can define how many change versions to send before the system
sends a full version.
Figure 13: Assortment List Profile: Customizing (1/4)
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Unit 3: Purchasing Processes IRT370
Like all other profiles in SAP ERP, the Assortment List profile handles data entry in a
most efficient fashion.
The Parameters are:• Application mode: how will the assortment list be used.
1 – Save versions, do not send as message
2 – Send as message, do not save versions
3 – Send as message and save versions
4 – Do not save any version or send any message.
5 – “Light:”Do not save any version, send IDoc
• Mode 1 is recommended for Retail Store. However, if a downloaded message
to the stores is required, mode 3 can also be used. A saved version is one
requirement for SRS.
• Condition Type Group
– Group created to handle conditions used to prepare pricing for download.
• Reduction
– If you have created a reduced Assortment List message, enter the name in
this field. Otherwise, the system will use the full WBBDLD message.
Note: If you are using the HPR assortment list, you must enter the
message name in this field, either WBBDLD or your reduced
message name.
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IRT370 Lesson: Store Assortment List
Figure 14: Assortment List profile: Customizing (2/4)
Sorting Procedure controls how the Assortment List will be structured and displayed
in SRS. The options are by:
1 – Department, layout area
2 – Layout area
3 – Vendor, vendor sub-range, article number
4 – Vendor, merchandise category, article number 5 – Department, merchandise category, article number
6 – Merchandise category, article no.
9 – Other, a user exit.
If you order directly from vendors, it is important that you chose sorting procedure 3
or 4, so that the vendor information is available to you.
Assortment List data line structure. This field identifies a dictionary structure that is
used to create and interpret the assortment list data line. While the system is supplied
with several Assortment List structures, for SRS it is recommended that you use:
WBBP_STORE
Number of lines is used to designate the number of lines that fit on a single page of the
assortment list. This allows one to create a table of contents for the assortment list.
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Unit 3: Purchasing Processes IRT370
Format for printing the assortment list. This is used in conjunction with the data
line structure.
OutputDevice is the name of your printer, if you want a printed assortment list.
Figure 15: Assortment List Profile: Customizing (3/4)
Print immed.(iately). Select this field if you want the system to print the assortment
list immediately after creating the assortment list.
Flag changes, tells the system to examine the master data changes even when creating
a full version and mark the items. Selecting this field has performance implicationswhen running a full version.
Sales usage, selecting this field allows an article to remain in the assortment list after
the end of the ordering period. The article remains until the end of the selling period.
Recipient determin., identifies that the system should use the ALE distribution model
to determine where to send the list when creating IDocs. This has performance
implications and should not be used for Retail Store.
No Direct Access in Pricing. Leave blank to use the better performance of direct
access. Select, if full functionality is required.
Supply source cannot be read direct. Not used at this time.
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IRT370 Lesson: Store Assortment List
Figure 16: Assortment List Profile: Customizing (4/4)
Vendor Info – Select this field to include vendor information in the assortment list.
When this field is not selected, there may be missing parameters in store orders.
Ext. change info – If you are including change information from an external source,
select this field.
Ext. Layout modules – If you are using an external space management system for
your store layout, select this field.
Lyt module versions – If you are using external layout, this field becomes available.If you use several layout versions, select this for for the system to determine the
correct version to be used.
Deletions for Listing – Primaily use for POS in the store. Not relevant to Retail Store.
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Unit 3: Purchasing Processes IRT370
Figure 17: Assortment List Report Processes
Alternative Condition analysis report, if used, should be run before executing the
Change message report.
Note: If work list direct entry is active, this report is not required.
The Initialization report should be run prior to going live. If you are using the
Assortment List message to populate your store systems, each store must be initialized
before change message can be use.
The Dummy Initialization report can be run to set the system for change pointer
analysis when it is not necessary to send all data to the store system.Change Message report for Assortment List can be set to run synchronous with the
assortment list cycle time, if all stores, for example, are on a 5 day cycle. If, however,
stores are on different cycles you might set the report to run nightly. Then the report
checks the cycle you set in Version Management and prepares Change message only
for those stores that have cycles requiring one.
Direct request or manual reports are used for testing, replacing missing store data, or
to change a particular price when you do not wish to run the entire change analysis.
Reorganization reports must be run on a regular basis to clear the change pointers.
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IRT370 Lesson: Store Assortment List
Figure 18: Assortment List: Change Message
Preparing to run the Assortment List message automatically on a regular basis,
requires that you create variants of the report. You define your variants at POS
Outbound, Assortment List Change message.
You may choose to ignore an assortment list type cycle and include all articles
assigned to the defined user selections.
You must also choose to merge all other change versions with the last full version
after the system generates this change version. This is required for SRS. Without a
merged version, only a change version exists and Retail Store ignores that because itrequires the full list of articles.
You also determine at this time, if the system will process the messages using multiple
application servers, if you want to limit the number of processes running in parallel,
and the name of a server group to perform the parallel processing.
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Unit 3: Purchasing Processes IRT370
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IRT370 Lesson: Store Assortment List
Exercise 1: Customizing Assortment ListProfile and Initializing the Store
Exercise Objectives
After completing this exercise, you will be able to:
• Customize an Assortment List Profile
• Initialize or create a Full Assortment List for your store
Business Example
Before you can purchase any articles, you must have an initialized Assortment List
available on-line. The Assortment List provides all the products you sell in the store
but it must be set up to create the appropriate list for stores using SRS.
Hint: The system locking mechanism is switched off for courses doing
Customizing therefore, it is necessary for you to check that your settings have
been saved. Use DISPLAY after you have saved your changes to confirm
that they are recorded.
Task 1:
Prepare to create your Assortment List profile.
1. Is an assor tment list required for your store? If yes, what must you do to have
one?
2. What customizing is required to ensure that the sales prices are included in
your Assortment List?
3. Check the Assortment List types. Although the system requires a minimum of 2
days lead-time, for class purposes ensure that the types you will be using have no
lead time. That is a lead time of zero.
Continued on next page
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Task 2:
Use the copy function to create your Assortment List Profile. Use the name ZL##.
And only use assortment list types A and W for your site.
Hint: Remember to use an application mode that saves the version.
1. What path must you take to access the Assortment List profile?
2. How do you perform a copy of another profile?
3. Ensure that the data in your assortment list types A and W are correct for SRS
usage. What are these parameters?
Task 3:
Once you are sure that your Assortment List profile has been saved, assign it to your
site RP##.
1. What is the path to the site?
2. Which tab and field do you access to enter your Assortment List Profile?
Remember to check that the change was saved.
Task 4:
Your site belongs to Sales organization RP10 and distribution channel R2. Initialize
the Assortment List message type for your site only.
1. What path did you take to access the Initialization process?
2. How do you check if your assortment list was created?
3. Can you determine in headquarters what articles were grouped together?
Task 5:
Now, sign on to your client through the internet. Use the following URL:
http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client no.>
1. Can you access your Assortment List? How?
2. What merchandise categories have you created?
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IRT370 Lesson: Store Assortment List
Solution 1: Customizing Assortment ListProfile and Initializing the Store
Task 1:
Prepare to create your Assortment List profile.
1. Is an assortment list required for your store? If yes, what must you do to have
one?
a) Yes.
b) You must customize the assortment and initialize the store.
2. What customizing is required to ensure that the sales prices are included in
your Assortment List?
a) You must have a Condition Type Group attached to your assortment list,
with the conditions identified that carry sales prices and taxes. To check the
conditions that are being prepared, use the following path:
IMG! Sales and Distribution! POS Interface!Outbound ! Maintain
POS condition type group
View Condition Type TRNG. It does contain the condition types that carry
the data we need. The conditions types are:
VKP0 - Sales Price
VKA0 - Promotion Sales price
UTXJ - Tax Jurisdiction Code
3. Check the Assortment List types. Although the system requires a minimum of 2
days lead-time, for class purposes ensure that the types you will be using have no
lead time. That is a lead time of zero.
a) The path to check Assortment List types is:
IMG! Logistics – General ! Assortment ! Assortment List !
Assortment list types
Note: All types have a lead time of 3 days. The should be set to
zero for these exercises.
Continued on next page
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Unit 3: Purchasing Processes IRT370
Task 2:
Use the copy function to create your Assortment List Profile. Use the name ZL##.
And only use assortment list types A and W for your site.
Hint: Remember to use an application mode that saves the version.
1. What path must you take to access the Assortment List profile?
a) The path to create the Assortment List is:
IMG! Logistics – General ! Assortment ! Assortment List ! Maintain
Profile for A ssortment Lists
2. How do you perform a copy of another profile?
a) To copy another profile:Select the reference profile, press the copy icon and replace the reference
with your Assortment List ID.
Press Enter, and choose copy all on the next screen.
Select your profile and choose Maintain assortment list profile parameters.
Note: There should be only two, but if there are more, delete
all but A and W.
3. Ensure that the data in your assortment list types A and W are correct for SRS
usage. What are these parameters?
a) The parameters for your remaining assortment list types should be:
Field Name Values
AL applic. Mode 1
Cond. Type group TRNG
Reduction Blank
Sorting procedure 4
AL structure WBBP_STORE
Continued on next page
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IRT370 Lesson: Store Assortment List
Task 3:
Once you are sure that your Assortment List profile has been saved, assign it to your
site RP##.1. What is the path to the site?
a) Use the path on the Retail Easy Access menu:
Logistics! Retailing ! Master data! Site data! Site! Change
Enter your site name, RP##, press Site, general.
2. Which tab and field do you access to enter your Assortment List Profile?
Remember to check that the change was saved.
a) Select the POS tab and enter your profile, ZL##, in the Assort. list profile
field.
Task 4:
Your site belongs to Sales organization RP10 and distribution channel R2. Initialize
the Assortment List message type for your site only.
1. What path did you take to access the Initialization process?
a) The path to initialize the assortment list:
Logistics! Retailing ! Master data! Assortment/listing ! Assortment
List ! Generate! Initialization (Tx-WDBI)
2. How do you check if your assortment list was created?
a) A screen displays when the initialization is complete. You can see how
many groups of data have been generated and the number of articles
each contains.
You can use the following path to confirm that the initialization was
successful:
Logistics! Retailing ! Master data! Assortment/listing ! Assortment
List ! Display (Tx-WBBS)
Enter the Sales org., RP10, Distribution channel, R2, your Customer
number, RP##, and press Execute.
On the next screen, double-click each node down to a merchandisecategory article data.
Continued on next page
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3. Can you determine in headquarters what articles were grouped together?
a) Yes, using the path above you can see the assortment list type, version, and
then by vendor and merchandise category.
Task 5:
Now, sign on to your client through the internet. Use the following URL:
http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client no.>
1. Can you access your Assortment List? How?
a) Accessing the assortment list via SAP Retail Store.
URL:
http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client no.>
Enter the user name that you were assigned for the class and the passwordthat you selected.
Enter your store number, RP##, and press Log On.
You can access the assortment list through:
Master data! Assortment list
You could also see that the assortment list is active, using Store Order.
2. What merchandise categories have you created?
a) You should have two merchandise categories, Accessories and Wines.
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IRT370 Lesson: Store Assortment List
Lesson Summary
You should now be able to:
• Describe the Assortment List
• Customize the Assortment List for SAP Retail Store
• View the Assortment List in SAP Retail Store.
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Unit 3: Purchasing Processes IRT370
Lesson: Store Order
Lesson OverviewDescribe how to configure Store Order profiles for automatic handling by SAP ERP.
Also, configuration for display in Retail Store.
Lesson Objectives
After completing this lesson, you will be able to:
• Describe Store Orders
• Customize the Store Order for SAP Retail Store.
Business ExampleGoods move from the DC or vendor to the stores; through allocation, replenishment,
or through store orders. If ordering by the stores is one of the processes used, several
options are offered through Retail Store.
Store Orders
Figur e 19: Store Order Overview
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IRT370 Lesson: Store Order
Store order is the tool used by stores (or customers), to identify replenishment needs
to SAP Retail. The central SAP Retail system triggers the actual procurement using
the system’s purchasing and shipping functionality.
Upon receipt of store order data, SAP Retail checks for missing details that are
required for further processing, but were not provided by the store (e.g., order unit,
source of supply, etc.). It adds these details, using information stored in the system.
Further, it optimizes individual order items, adapting order quantities to minimum
order quantities, or rounding to logistical units of measure according to a defined
rounding profile. If the augmented data is sufficient, they are used to create a
document that triggers the procurement of the articles. Depending on the customizing
settings of SAP Retail, the document can be:
• a purchase requisition (PReq), or
• a purchase order (PO), or
• a delivery.
Figure 20: Store Order: Basic Settings - Customizing (1/2)
Dialog ControlYou set up how you want store order information to display for your end users in
this customizing function.
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Max. Number of displayable lines – If the number set here is larger than a screen-full,
paging is available.
Warning When Leaving the Dialog – A notice displays that unsaved data will be lostupon pressing the Back button. Options are to have No warning; a warning every time
upon leaving the screen; and, a warning only if there is data in the order list.
Display Docs After Posting – When set, the follow-on documents that were created,
are displayed. If not set, only those items that could not be posted are displayed.
Expand Mdse Catgries Automatically – If set, the navigation tree is displayed
expanded to the merchandise category level. This takes longer to display. If not
set, the navigation tree is expanded only to the Assortment List Type, from which
merchandise categories can be selected.
Display Vendor Number – If set, the vendor number is displayed beside their name on
the Retail Store Order.
Display EAN/UPC – Options are:
• Do not display any EAN/UPC
• Display all
• Only display those from the Assortment List
• Display All EAN/UPS and their Units of Measure
Maximum Number of Vendors in Dropdown Box – Set this field to limit the list of
vendors
Display Articles that Cannot be Ordered – Select to display only those articles that
can be ordered
Article Can Also be Planned Individually – Set this field to activate a push button on
the Store Order screen that allows the user to perform detailed RP without reducing
performance in the overview.
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IRT370 Lesson: Store Order
Figure 21: Store Order: Basic Settings - Customizing (2/2)
Data Formatting
Determine Current Stocks and Receipts – When set, the system checks the inventory
tables and displays the current levels on the on-line order form. This is performance
intensive and should only be used when there is a limited merchandise list.
Display stock – You can choose to display in the base unit of measure or the order unit of measure.
Determine and Display Default Quantities – If set, displays the suggested quantities
generated by a replenishment run. Quantities can be increased or decreased in the
store.
Select Source of Quantity Proposals – You can select to have the quantity proposals
default from the purchase requisitions assigned to the store; or from replenishment
requirements, which is better for performance.
Quantity Proposals Enable Mass Processing – If set, an additional pushbutton is
displayed in the store order purchasing list that can be used to load all the default
quantities that are assigned to the store.
Caution: Use caution with this indicator, if a store must process a very large
number of default quantities (a few thousand), the users should process
materials in groups for performance purposes.
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Unit 3: Purchasing Processes IRT370
Do Not Buffer Determined RP Data – On/Off. If set, the data is not buffered.
Asynchronous Posting – If set, follow-on documents and posting are completed after
saving the store order. If not, documents and posting is completed coincident tosaving the store order.
Prefill Input Fields with Rounded Quantities – If set, the values in the quantity fields
are rounded in Store order.
Note: Do not use this rounding if “load-building” rounding is performed
at a later stage.
Extras
PDC Connection Type – Identifies how PDC units communicate with ERP. The
options supported are:
No PDC Connection
PDC Connection by Web Browser
PDC Connection by RFC Interfaces
PDC Connection using Web Browser//Java applet
Maximum No. of Allowed Schedule Lines – Indicates the maximum number of
delivery times for each PO item.
Reorganization Period for Follow-On Documents allows you to identify a period in
days to hold store orders and their references to follow-on documents before they are
deleted.
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IRT370 Lesson: Store Order
Figure 22: Store Order: Assigning Follow-On Document Type
As the slide shows, SAP Retail searches the store order IDoc from the most specific to
the least specific to determine which type of document to create.
The checks are performed in the following order:
• check if a document type was transferred via a user exit;
• check if a document type was sent in the store order IDoc;
• check if a document type was maintained in the POS inbound profile
– defined at the store/ MC level, dependent on the source of supply (field
‘Default doc. category external store order’)
– defined at the store/ MC, not dependent on the source of supply (field
‘Document type default’)
– defined at the store level, dependent on the source of supply (‘Default
doc. category external store order’)
– defined at the store, not dependent on the source of supply (field ‘Document
type def ault’);
• document type = 3 (PO), if everything else fails.
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Unit 3: Purchasing Processes IRT370
Figure 23: Store Order: Customizing (1/5)
Store order processing must be customized in POS inbound profile Store Order
controls. These can be defined at store level, or at store/merchandise category (MC)
level.
The processing of store order data in SAP Retail can be customized as follows:
• Default follow-on document to use, if no other directions are given:
1 – Create a PReq
2 – Create a PO unless there is an error, then create a PReq
3 – Create a PO
4 – Create a delivery
7 – Create a sales order
8 – Create a copy of a PO, do not send message to vendor
A – Create a PO for the supplying DC if sufficient stock is available,
otherwise create a PO for the corresponding regular vendor
B – Create a PO for the DC, if order quantity does not exceed the DC’s
maximum issue quantity; otherwise create a PO for the regular vendor
C – Stock on hand, otherwise other DC, otherwise create a PO for the
regular vendor
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IRT370 Lesson: Store Order
Figure 24: Store Order: Customizing (2/5)
Substitute document types for (standard) NB and UB
• If the standard document types for purchase orders (i.e., NB and UB) have been
renamed in (MM-) customizing of the SAP ERP system, their new names must
be specified here.
Note: It is NOT recommended to rename NB and UB!
Grouping of order items (flag only used at store level)
• If activated, store order items containing the same article, receiving store, etc.,
are combined to a single item in the follow-on document created from thestore order.
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Figure 25: Store Order: Customizing (3/5)
Scope of message log (flag only used at store level)
Depending on the selection made in this field, not only errors, but also warnings or
notes are logged during processing of store order IDocs.
Scope of store order confirmation (flag only used at store level)
This flag is only relevant for confirmation of store order. Depending on its value:
• EITHER everything,
• OR changes only,• OR all store order items, including variances,
are to be confirmed to the sender of the store order. Neither of these fields is relevant
for Retail Store.
Using workflows – You can select to use the older version of workflow, the new
workflow exception processing, or on workflow processing.
Workflow template – If you select to use the new workflow option, enter the template
in this field.
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IRT370 Lesson: Store Order
Figure 26: Store Order: Customizing (4/5)
Further processing controls
• Settings made in this field group determine:
• How missing units of measure are handled
• Whether, or to what extent, the automatic source of supply determination should
also check for outline agreements (performance critical!),
• The selection pair for “Default doc. cat. ... replen.” are relevant for store orders
triggered by replenishment to determine the document category of the follow-on
document to be generated.
• “Default document category ... store orders” are relevant for non-replenishment
based store order processing. Depending on the source of supply (either provided
explicitly, or determined automatically), the external or the internal store order
document type is used to generate the follow-on document.
• These controls take precedence over the Default doc category above, and how
they are configured is extremely important depending upon the Store Order
scenario that you are implementing.
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Unit 3: Purchasing Processes IRT370
Figure 27: Store Order: Customizing (5/5)
Finally, check-boxes are provided to determine whether:
• the automatic source of supply determination should try to find the cheapest
source of supply (very performance critical !!!).
• store order processing should check for duplicate document numbers.
• document f low update is deactivated during processing of store orders;
• store order data should be posted in one or in two steps;
• if posting is in two steps, the system imports the original store order data and
adds missing data in the first step. In the second step, the system posts the
document. Optimizing processing steps can take place on a cross-order basis between steps one and two; (used only at store level)
• store order items containing an article, that is to be procured via replenishment
or allocation, are not to be copied over to the follow-on document created by
store order inbound processing.
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IRT370 Lesson: Store Order
Figure 28: Creating a Store Order: Simple Scenario
The simple scenario shown on this and the following page is only suitable for a store
with a small assortment, that make frequent small on line orders.
Creating such a simple store order, is a matter of selecting the assortment list, selecting
the merchandise category and identifying the quantity of each item that you want
to order .
Through the store order control profile and the logistics screen for the article, the
system determines whether to produce a stock transport order to the DC or a purchase
order to a vendor.
Two step ordering is a way of varying the simple scenario:
• A clerk or a vendor can be assigned to an authorization object that allows them
to enter quantity proposals. This can lead to purchase requisitions but require
a second step by a staff member with authorization to create the follow-on
documents, that is to accept the proposed quantity or change it before completing
the process.
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Unit 3: Purchasing Processes IRT370
Figure 29: Creating a Store Order: Simple Scenario (2)
Another variation of the simple scenario for smaller stores with small Assortment
Lists, is:
• If you plan your inventory visually and use a Hand Held Terminal to record
your plan, you can upload the file, process it, and save the information as a
Store Order.
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IRT370 Lesson: Store Order
Figure 30: Creating a Store Order: Replenishment
Larger stores with extensive Assortment Lists that make large Store Orders benefit
from a nightly replenishment run. In the replenishment run, SAP Retail generates
purchase requisitions that display in the store as quantity proposals.
The purchase requisitions are not processed to external purchase orders or stock
transport orders until the local merchandise manager changes or accepts the proposal
and the report is run.
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IRT370 Lesson: Store Order
Exercise 2: Store Order Customizing
Exercise ObjectivesAfter completing this exercise, you will be able to:
• Customize the parameters for SRS Store Orders
• Order goods for your store using Retail Store.
Business Example
As the logistics lead, you are trying different customizing combinations for store
orders and store goods receipts.
Task 1:
You will customize the store order parameters for the store so that when you sign into
the Retail Store purchasing function, store order, you will be able to order goods.
1. What path do you take to customize your store order in ERP?
2. If you change the displayed lines to 50, will you always have 50 lines showing
on the screen?
Task 2:
Configure the settings to have store order processing display the current stock and also
display the order after posting.
1. What settings did you have to change?
Task 3:
Now customize the Retail Store profile for Store orders to only retain orders for two
weeks.
1. What is the path for the Retail Store customizing?
What value did you put in the retention field?
Task 4:
You must also set up your Inbound profile for store orders for the system to handleeverything properly.
1. Create an inbound POS profile, ZI##
Continued on next page
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Unit 3: Purchasing Processes IRT370
2. Create a Store Order Control profile
3. Assign the profile to your store.
Task 5:
You are planning a white wine tasting in a few weeks and during the tasting there is
a promotion on some of those wines. You have decided to order extra before the
promo announcement is activated.
1. How do you order 5 cases of 317001 for your store RP##?
Also order extra champagne. That is 317073 and you want 6 cases.
2. Can you determine whether the articles are shipped from the DC or from a
vendor? How?
3. Do you need to know the vendor number of your supplier?4. Is your champagne in stock? How can you check that?
5. Write down the numbers of any purchase orders created for use in the goods
receipt exercise.
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IRT370 Lesson: Store Order
Solution 2: Store Order Customizing
Task 1:You will customize the store order parameters for the store so that when you sign into
the Retail Store purchasing function, store order, you will be able to order goods.
1. What path do you take to customize your store order in ERP?
a) To create your schema, use the following path:
Tools! Customizing ! IMG! Edit Project ! SAP Reference IMG
Logistics – General ! SAP Retail Store! Store Order ! Basic Settings
for the Store Order ! Define Customizing Schemas with Basic Settings
Press New Entries and enter your schema name and group ZS## as the
description. Enter the following:
Field Name Values
Maximum Number of Displayable
Lines
100
Warning When Leaving the Dialog 2 – Warning only when there is
Data in Purchase Order List
Display Docs after Posting X
Expand Material Groups
Automatically
blank
Determine Current Stocks and Receipts
X
Determine and Display Default
Quantities
X
Do Not Buffer Determined MRP
data
blank
Asynchronous Posting blank
PDC Connection Type No PDC C onnection
Maximum No. of Allowed Schedule
Lines
blank
Continued on next page
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Unit 3: Purchasing Processes IRT370
Save and back out. Select Assign Customizing Schemas to Sites. Press
New Entries. Enter your site number RP## and assign it ZS##, your
customizing schema.
2. If you change the displayed lines to 50, will you always have 50 lines showing
on the screen?
a) Only the number of lines that can, do display on the screen. If 50 lines are
available and only 20 fit on the screen, you will have to use the scroll
bar to see all of the available lines.
Task 2:
Configure the settings to have store order processing display the current stock and also
display the order after posting.
1. What settings did you have to change?a) You must set Determine Current Stock and Receipts to display current
stock and Display Docs after Posting to display after saving your order.
Task 3:
Now customize the Retail Store profile for Store orders to only retain orders for two
weeks.
1. What is the path for the Retail Store customizing?
What value did you put in the retention field?
a) Retention periods are set up using the following path:Tools! Customizing ! IMG! Edit Project ! SAP Reference IMG
Logistics – General ! SAP Retail Store! Store Order ! Basic Settings
for the Store Order ! Reorganization Period for Follow-on Documents
Enter 15 for the number of days to hold the documents.
Continued on next page
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IRT370 Lesson: Store Order
Task 4:
You must also set up your Inbound profile for store orders for the system to handle
everything properly.1. Create an inbound POS profile, ZI##
a) Take the path IMG Sales and Distribution! POS Interface! Maintain
Profile for POS Inbound
Select New Entries add your profile ZI##.
2. Create a Store Order Control profile
a) Take the path, IMG! Sales and Distribution! POS Interface! Inbound
! Store Order Control
b) Seclect the profile TRNG, select copy, and replace the Inbound profile
name, TRNG, with yours, ZI##.
3. Assign the profile to your store.
a) Take the path on the Easy Access menu, Logistics! Retailing ! Master
Data! Site Data! Site! Change (Tx WB02)
b) Enter your store number, RP## and select Site, general go to the POS tab
and enter your POS Inbound Profile name in that field.
Task 5:
You are planning a white wine tasting in a few weeks and during the tasting there is
a promotion on some of those wines. You have decided to order extra before the
promo announcement is activated.
1. How do you order 5 cases of 317001 for your store RP##?
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Unit 3: Purchasing Processes IRT370
Also order extra champagne. That is 317073 and you want 6 cases.
a) First sign on to the SAP Retail Store. Use the path:
URL: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<clientnumber>
Select your Store, RP## on the class Client.
Enter the same user name that you were assigned for the class and the
password that you selected. Press Log On.
Enter your store number and press Log On.
Select Store Order, expand your Assortments.
Enter 5 in the Quantity field of 317001
2. Can you determine whether the articles are shipped from the DC or from a
vendor? How?
a) You cannot tell where the articles are delivered from on the order screen.
You can determine the source of supply by selecting Store Order follow-on
documents.
Order champagne, article no. 317073
3. Do you need to know the vendor number of your supplier?
a) You do not need to know the vendor number, the system will select the
right supplier.
4. Is your champagne in stock? How can you check that?
a) On the order form, the system displays if there is stock of the article. Or
you could use the Stock report under Information.
5. Write down the numbers of any purchase orders created for use in the goods
receipt exercise.
a) The purchase orders will have a number beginning 45nnnnnnnnn.
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IRT370 Lesson: Store Order
Lesson Summary
You should now be able to:
• Describe Store Orders
• Customize the Store Order for SAP Retail Store.
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Unit 3: Purchasing Processes IRT370
Lesson: Purchase Order
Lesson OverviewAnother purchasing process is the Purchase Order. We discus how to configure it for
automatic handling in SAP Retail Store and how it differs from Store Orders.
Lesson Objectives
After completing this lesson, you will be able to:
• Describe purchase orders and their primary use in Retail Store.
• Customize Purchase Order profiles for SAP Retail Store
Business ExampleFrom time to time, goods must be returned to vendors directly from the store. Also,
there are times when a store needs additional stock more quickly than normal means
can deliver it. In all of these cases, the SRS Purchase Order can be used.
Purchase Orders
Figure 31: Purchase Order: Overview
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IRT370 Lesson: Purchase Order
The Purchase Order is used by stores to request merchandise from other stores (stock
transfers) and to return merchandise to external suppliers with an additional dialog to
create the goods issue.
Smaller independent stores could also use this function to order small numbers of
specific items from specific suppliers.
Figure 32: Purchase Order: Basic Settings (1/2)
The Basic Settings for Purchase Order Entry are to control the order entry process
and for saving the POs by SRS.
The first group on the screen are for Purchasing Document Control where you identifythe purchasing document item category for stock transfer, the default purchasing
group and the identifier for the text items.
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Unit 3: Purchasing Processes IRT370
Figure 33: Purchase Order: Basic Settings (2/2)
The next group identifies the Scope of Functionality:
Article number ID – What type of article number do you want to default to the screen.
Your own, the vendor's or the EAN/UPC code.
No. of items in Entry – Number of lines to display so that as many line items as
possible appear on the screen without the necessity of a scroll bar. If you need more
lines during Purchase order entry, you can switch between blocks using scroll keys.
Trans. Type GI StkTr – Movement type for Goods Issue.
Do Not Display Prices – Select this field to limit purchase price from displaying at
the store.
Document Search – Limits to ensure responsive performance.
Number of Rows in Order Search – Maximum number of lines to be displayed when
the system returns search results. This keeps the display to a manageable size for
the user in the store.
Document Search Days Back – The number of days before the current date, that the
from date of the search should.
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IRT370 Lesson: Purchase Order
Figure 34: Purchase Order: Assign Purchasing Document Types
Assign the Purchase Order document types that will default when you identify a
purchase order and a stock transport Order.
Figure 35: Purchase Order: Assign Reasons for Ordering
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Unit 3: Purchasing Processes IRT370
You can only identify reasons that have already been created in standard purchase
order customizing. That location can be reached with the following path: Materials
Management ! Purchasing ! Purchase Order ! Define Reasons for Ordering
As you bring those reasons in to the SRS Purchasing area, you also can limit their
availability. As shown, there are three options for usage:
• Only for Standard Item
• Only for Return Item
• For Standard Item and Return Item
Thus, you can reduce the options available for the end user, while having all that
are necessary.
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IRT370 Lesson: Purchase Order
Exercise 3: Purchase Order Customizingand Processing
Exercise Objectives
After completing this exercise, you will be able to:
• Customize the Purchase Order Schema
• Process a Purchase Order in SRS
Business Example
There are times when the store must transfer goods from another store so not to miss
a sale; also, there are times when the store must return goods directly to the vendor.
These are two reasons one might use the Purchase Order in the store.
Task 1:
Define a Purchase Order Schema
1. Where can you customize the Retail Store Purchase Order?
2. Can you set a schema where you will use SKUs rather than the SAP article
number?
3. Create a schema for your store RP## and name it Z##1 and assign it to your store.
4. Is there any other customizing that must be done before you can use Purchase
Order on Retail Store?
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Unit 3: Purchasing Processes IRT370
5. Is there anything you must do to the schemas that are defined? Why?
Task 2:
Now, as the assistant store manager, you notice that you are out of wine glasses and
you are having a wine tasting tonight. Glasses are sure to sell, but the only way to get
them in time is to get them from Store 3601, across town.
1. Sign on to Retail Store for your store RP##.
2. How do you indicate that you want Site 3601 to stock transport 16 glasses
(317065)?
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IRT370 Lesson: Purchase Order
Solution 3: Purchase Order Customizingand Processing
Task 1:
Define a Purchase Order Schema
1. Where can you customize the Retail Store Purchase Order?
a) In the IMG: Logistics - General ! SAP Retail Store! Purchase Order !
Basic Settings for Purchase Order Entry
2. Can you set a schema where you will use SKUs rather than the SAP article
number?
Answer: Yes, in the Article No. ID field.
3. Create a schema for your store RP## and name it Z##1 and assign it to your store.
a) The easiest way to create your own schema is to select one that is already
created, select the copy button and enter your schema name on the resulting
screen.
b) Save your schema and back out. Select Assignment of Customizing
Schemas to Sites Select New Entries, enter your site and customizing
schema names and save.
4. Is there any other customizing that must be done before you can use Purchase
Order on Retail Store?
a) Yes, there must be a schema for the Document Types and also one for the allowed reasons for ordering.
5. Is there anything you must do to the schemas that are defined? Why?
Answer: No, since you use the same documents and the same reasons, only one
is necessary. All stores use the default.
Task 2:
Now, as the assistant store manager, you notice that you are out of wine glasses and
you are having a wine tasting tonight. Glasses are sure to sell, but the only way to get
them in time is to get them from Store 3601, across town.
1. Sign on to Retail Store for your store RP##.
a) Use the following URL: ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/its/srs-
<client number>
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Unit 3: Purchasing Processes IRT370
2. How do you indicate that you want Site 3601 to stock transport 16 glasses
(317065)?
a) Select Purchase Order in the Purchasing area of the screen. b) On the selection screen, use the drop down in the Type field to select Site
and in the Number field, enter 3601 and select Create.
c) On the Purchase Order screen, use today's date for the Delivery Date. Enter
the article number 317065 and 16 for the Quantity.
Select Save Document.
d) When the Purchase Order Confirmation screen displays, record the stock
transport number.
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IRT370 Lesson: Purchase Order
Lesson Summary
You should now be able to:
• Describe purchase orders and their primary use in Retail Store.
• Customize Purchase Order profiles for SAP Retail Store
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Unit 3: Purchasing Processes IRT370
Lesson: Goods Receipt
Lesson OverviewWhen deliveries are made to the store, they are received into inventory using SAP
Retail Store. Before that can be done, several defaults must be defined to make it
simple for an untrained stock clerk to enter receipts.
Lesson Objectives
After completing this lesson, you will be able to:
• Describe Goods Receipt
• Customize Goods Receipt for SAP Retail Store
• Process Goods Receipts in the store.
Business Example
Whether goods are ordered by headquarters or the store itself, they must be received
in the store to properly reflect the store's inventory.
Goods Receipts
Figure 36: Receiving Goods Overview
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IRT370 Lesson: Goods Receipt
After goods have been ordered, they must be received into the stores. Goods can be
delivered direct from the vendor or by way of the Distribution Center.
Figure 37: Goods Receipt: Basic Settings (1/3)
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Unit 3: Purchasing Processes IRT370
Goods receipt processing must be customized in a goods movement schema and be
assigned to the store performing online goods receipts. The schema provides defaults
for the online template and links to MM goods movement for the incoming data.
• General default:
– Document ID: The type of document that you generally receive goods
against is identified in this field to default on the SRS entry screen. This
saves clicks at the time of entry and can be overridden for exceptions.
– Article number ID: Which type of article number your purchase orders or
delivery documents use to identify articles is also defaulted on the SRS
entry screen and used by SAP Retail.
• Movement type: Movement type codes are identified in this group. They are
standard MM movement types and sets up the link from the incoming BAPIs to
the ERP movement types. The goods receipts movements types requested are:
– Goods receipt for the reference document
– Goods receipt reversal
– Return delivery for reference doc
– Goods receipt for stock transfer deliveries
– Return deliveries w/o reference document
– For storing transferred stock
– For removing transferred stock.
– For Additional Items in a Goods Receipt
– For Additional Items in Goods Receipt Cross Company
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IRT370 Lesson: Goods Receipt
Figure 38: Goods Receipt: Basic Settings (2/3)
Control: Goods Receipt
• GM_code – The goods movement code points to the transaction code to be
used for recording the goods receipt.
• Maximum Number – Identify the maximum number of lines to display in
the goods receipt screen. This maintains clarity for the user and can impact
performance.
• Account Type for Items with Acct Assignment – Some receipts require an
account assignment. You identify the type of account in this field.
• Default Goods Receipt Qty – When a goods receipt displays in SRS, the quantity
expected for the document should default, if this field is selected.
• Display shipping units in delivery – Select to have the shipping units display.
• Use Search Help Fields on Initial Screen – Select to have the appropriate search
fields operate from the initial screen.
• Entry of Incoming Invoices in Goods Receipts is Permitted – Set to allow
invoice entry immediately following goods receipt. If it is set, an additional
button displays on the initial screen after the goods receipt has been posted
allowing the clerk to enter the invoice.
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Unit 3: Purchasing Processes IRT370
Control of PDC Procedures
• Retail Store MDE Scenario – Identify if there is a connection to PDC input
and the type of connection:0 – No PDC Connection
1 – PDC Connection by Web Browser
2 – PDC Connection by RFC Interfaces
3 – PDC Connection Using Web Browser/Java Applet
Figure 39: Goods Receipt: Basic Settings (3/3)
Control Search Helps
Past Period for... – Enter the number of days in the past from which to begin the
search. The date that corresponds to that number of days before the current date
defaults on the SRS screen and can be changed by the user.
Maximum Number of Hits for.... – The number of lines to display in SRS, which is a
manageable size for your staff and their screens. Also, if response time is increasing,
you might want to lower the number of lines to display to improve performance.
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IRT370 Lesson: Goods Receipt
Figure 40: Assign Reference Document Types
The reference documents that you identify in this screen are the only business process
documents displayed in the drop down list on the Entry page of SRS Goods Receipt
and all other goods movement types.
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IRT370 Lesson: Goods Receipt
Exercise 4: Customize and Perform GoodsReceipts
Exercise Objectives
After completing this exercise, you will be able to:
• Customize the parameters for SRS Goods Receipts
• Receive Goods into your Store using SAP Retail Store.
Business Example
You will be wearing two hats in this exercise, as inventory project lead you are going
to customize goods receipts. Then you change your hat to become the stock clerk
and receive those goods on-line.
Task 1:
Now that you can order goods, you also want to be able to receive them in the store.
1. What is the first customizing activity you must perform?
2. Is there any other step(s) you must take to ensure that your store receives the
correct default data?
3. How can you do that?
Task 2:
Receive the goods you ordered in the previous unit.
1. Must you know your purchase order number to receive the goods?
2. Can you receive the articles that will be shipped from the DC?
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Unit 3: Purchasing Processes IRT370
Solution 4: Customize and Perform GoodsReceipts
Task 1:
Now that you can order goods, you also want to be able to receive them in the store.
1. What is the first customizing activity you must perform?
a) Customize Goods Receipts for your store.
You must customize the SRS Goods Movement. Use the path:
Tools! Customizing ! IMG! Edit Project ! SAP Reference IMG
Logistics – General ! SAP Retail Store! Goods Movement ! Basic
Settings for Goods Receipt
! Define customizing Schemas with Basic Settings
In viewing the Schemas, you see that you can use the default 0001.
! Assign Customizing Schemas to Sites
Press New Entries and add your store number RP## and assign schema
0001 to your site.
2. Is there any other step(s) you must take to ensure that your store receives the
correct default data?
a) Yes, you want to identify the permitted reference documents for this
Business process.3. How can you do that?
a) Also in the IMG: Logistics – General ! SAP Retail Store! Goods
Movement ! Grouping of Permitted Reference Documents for Each
Business Process
b) Note the document types allowed for Goods Receipt. They are: Without
Reference Document; Delivery, including shipping notification and
delivery; Purchase Order; Shipping Unit; Article Document; and, Purchase
Requisitions / Requirements.
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IRT370 Lesson: Goods Receipt
Task 2:
Receive the goods you ordered in the previous unit.
1. Must you know your purchase order number to receive the goods?
a) Receive the goods into your store.
Select Goods Receipt in SRS for your store.
You do not have to know the purchase order number. Simply, press the
binoculars next to the Reference doc. field to see what POs are outstanding
and select it.
2. Can you receive the articles that will be shipped from the DC?
a) In order to display articles to be shipped by the DC, you must select
Delivery as your Reference document ID.
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Unit 3: Purchasing Processes IRT370
Lesson Summary
You should now be able to:
• Describe Goods Receipt
• Customize Goods Receipt for SAP Retail Store
• Process Goods Receipts in the store.
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IRT370 Lesson: Incoming Invoice
Lesson: Incoming Invoice
Lesson OverviewOften times when a vendor delivers goods to a store, the driver also delivers the
invoice. For those occasions, the Incoming Invoice process in Retail Store can be
used. Some customizing will be used to setup the tolerance logic to reduce the
processing time required for incorrect invoices. While Incoming Invoice is not the
same as standard Invoice Verification, errors are corrected in headquarters using
standard invoice verification.
Lesson Objectives
After completing this lesson, you will be able to:
• Customize the Incoming Invoice area of SAP Retail Store• Enter an Incoming Invoice using SAP Retail Store
Business Example
When invoices are delivered to the store, they must be entered so that headquarters
can clear the GR/IR account.
Figur e 41: Incoming Invoice: Overview
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Unit 3: Purchasing Processes IRT370
With goods receipt there will be occasions when you must also receive and record the
invoice at the store rather than at headquarters.
Figure 42: Incoming Invoice: Basic Settings (1/3)
Incoming Invoice processing must be customized in a schema and, if necessary, be
assigned to the stores.
The first group on the schema customizing page provides the scope of functionality –
what the stores are allowed to do and, therefore, which screens are available to them.Article Identifier: You set the default to the internal Article number or the EAN/UPC
code.
Cancel Allowed – Set if you allow cancellations to be performed in the store.
Always Calculate Tax, No Entry: When set, the tax field is closed to input and the tax
calculated automatically.
Do Not Display Print Screen: If set, the print screen does not display after the Invoice
is entered. This cannot be set, if the Payment dialog is available in the stores as the
payment dialog is called from the print screen.
Manual Hold: the default actions that are available when the store staff are allowed to
put an invoice on hold.
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IRT370 Lesson: Incoming Invoice
Available actions:
• No Hold
• Set Payment Block • Park Invoice
Payment Block Manual: You can set which documents/activity the action in the prior
field impacts, if manual holds are allowed. The available options are:
• Blocked for Payment
• Free for Payment
• Invoice Verification
• Payment clearing
• Payment request
• Post processes including Payment• Skip account
Figure 43: Incoming Invoice: Basic Settings (2/3)
This section of the Incoming Invoice is used to set the tolerances.
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Check Positive Tolerance: If set, SRS uses the tolerance listed in the following field
to ensure that invoices are not posted if the tolerance is exceeded. These checks
are in addition to the usual tolerance checks for Logistics Invoice Verification i.e.
vendor-specific and item level tolerance limits.
Positive Tolerance Value: Enter the value that the positive tolerance check should
not exceed.
Check Negative Tolerance: If set, SRS uses the tolerance listed in the following field
to ensure that invoices are not posted if the tolerance is exceeded. These checks
are in addition to the usual tolerance checks for Logistics Invoice Verification i.e.
vendor-specific and item level tolerance limits.
Negative Tolerance Value: Enter the value that the negative tolerance check should
not exceed.
Currency for Tolerance Limits: Identify the currency that the absolute tolerance
should not exceed.
Hold Due to Tolerance: Identify the action to take if the invoice should be held
because of a tolerance being exceeded.
Actions available:
• Error message, Posting not possible
• Set Payment Block
• Park Invoice
Payment Block to Hold Due to Tolerance: You can set which documents/activity the
action in the prior field impacts, if a payment block hold due to tolerance is required.
The available options are:
• Blocked for Payment
• Free for Payment
• Invoice Verification
• Payment clearing
• Payment request
• Post processes including Payment
• Skip account
Screen Settings: The following fields setup how the information displays on the
screen.
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IRT370 Lesson: Incoming Invoice
Number of Cost Lines with Reference Document: Enter the typical number of cost
or credit memo items per invoice with a reference document to display on the entry
screen. This is the default which can be changed if the number of items exceeds
this value.
No of Cost Lines without Reference Document: Enter the typical number of cost or
credit memo items per invoice with no reference document to display on the entry
screen. This is the default which can be changed if the number of items exceeds
this value.
Figure 44: Incoming Invoice: Basic Settings (3/3)
Screen Settings, continued
You also set the status of the following three items: Posting Date, Item Quantity
and Item Selection. The status can be:
• Field Hidden, which in the case of Posting Date will be automatically filled
with today's date. For the item quantity and item selection, the purchase order
amount will default.
• Field shown, or displayed; in the case of Posting Date will be automatically
filled with today's date. For the item quantity and item selection, the purchase
order amount will default.
• Field Ready for Input
Document Search fields sets up the default dates for the system to search from. The
dates can be overridden on the entry screen.
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Unit 3: Purchasing Processes IRT370
You also limit the number of hits for the system to display. Use a number that meets
your organization's needs without going so large that you impact performance.
Figure 45: Incoming Invoice: Grouping of Permitted Reference Document
Categories
You identify on this screen, which Reference Document Categories are available
through the drop down on the screen and which is the default.
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IRT370 Lesson: Incoming Invoice
Figure 46: Incoming Invoices: Grouping of General Ledger Accounts
In this schema you identify the General Ledger accounts where specific types of
products and services are posted. You also enter simple text to identify those accounts
to the staff in the store.
Figure 47: Incoming Invoice: Grouping of Permitted Reversal Reasons
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Unit 3: Purchasing Processes IRT370
In this schema you identify the reasons that identify a reversal and the common text
for display.
Figure 48: Incoming Invoice: Grouping of General Ledger Accounts for
Payments
In this schema you identify the General Ledger accounts where specific payments
types are posted. You also enter simple text to identify those accounts to the staff in
the store.
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IRT370 Lesson: Incoming Invoice
Exercise 5: Incoming Invoice Customizingand Using
Exercise Objectives
After completing this exercise, you will be able to:
• Customize the Retail Store Incoming Invoice
• Process an incoming invoice through Retail Store
Business Example
If Vendors deliver invoices directly to the store, you want to be able to record them
directly in the system.
Task 1:
Customize Incoming Invoice
1. What path do you take to customize the Incoming Invoice?
2. I can use customizing schema 0001 as it is delivered without assigning it to
my store.
Determine whether this statement is true or false.
! True
! False
Task 2:
1. Enter an invoice for the purchase order that you performed a goods receipt
for in the last unit.
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Unit 3: Purchasing Processes IRT370
2. If you know the purchase order number, do you need to search for a vender?
3. In addition to a purchase order, the way the system is customized I can also use a:
Choose the correct answer(s).
! A Delivery note
! B Goods Receipt number
! C No reference number
! D Just the vendor number
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IRT370 Lesson: Incoming Invoice
Solution 5: Incoming Invoice Customizingand Using
Task 1:
Customize Incoming Invoice
1. What path do you take to customize the Incoming Invoice?
a) In the IMG, Logistics - General ! SAP Retail Store! Incoming Invoice
! Basic Settings for Incoming Invoice
2. I can use customizing schema 0001 as it is delivered without assigning it to
my store.
Answer: True
It is likely that one schema is enough for an organization and since it is identified
as the default, it will be used for all Incoming Invoices
Task 2:
1. Enter an invoice for the purchase order that you performed a goods receipt
for in the last unit.
a) On the browser based Retail Store, select Incoming invoice.
2. If you know the purchase order number, do you need to search for a vender?
Answer: No, you simply enter the purchase order number in the field provided.
3. In addition to a purchase order, the way the system is customized I can also use a:
Answer: B, C
If you use the vendor number, it is only to search for a receipted PO or a goods
receipt number.
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Unit 3: Purchasing Processes IRT370
Lesson Summary
You should now be able to:
• Customize the Incoming Invoice area of SAP Retail Store
• Enter an Incoming Invoice using SAP Retail Store
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IRT370 Unit Summary
Unit Summary
You should now be able to:
• Describe the Assortment List• Customize the Assortment List for SAP Retail Store
• View the Assortment List in SAP Retail Store.
• Describe Store Orders
• Customize the Store Order for SAP Retail Store.
• Describe purchase orders and their primary use in Retail Store.
• Customize Purchase Order profiles for SAP Retail Store
• Describe Goods Receipt
• Customize Goods Receipt for SAP Retail Store
• Process Goods Receipts in the store.
• Customize the Incoming Invoice area of SAP Retail Store
• Enter an Incoming Invoice using SAP Retail Store
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Unit Summary IRT370
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Unit 4 Inventory Management Processes
Unit Overview
Several types of activity characterize inventory management in a store, stock transfer
processes, recording shrinkage, breakage, etc. and performing periodic physical
inventory counts. These are the topics of this unit.
Unit Objectives
After completing this unit, you will be able to:
• Customize Stock Transfer processes for SAP Retail Store
• Customize Other Goods Movements for SAP Retail Store
• Process stock transfers in SAP Retail Store
• Process other goods movements in SAP Retail Store
• Customize Physical Inventory processes for SAP Retail Store
• Use SAP Retail Store to perform a Physical Inventory Count.
• How SAP Retail Store is used to support the Inventory Revaluation processfor Value-Only articles.
Unit Contents
Lesson: Goods Movements .... ... ... .... ... ... .... ... ... .... ... ... ... .... ... ... ... 92
Exercise 6: Goods Movements.. ... .... ... ... .... ... ... .... .... ... ... .... .... . 97
Lesson: Physical Inventory ... ... .... ... ... .... ... .... .... ... .... .... ... .... .... ... 108
Exercise 7: Physical Inventory................................................ 113
Lesson: Stock Entry ................................................................ 120
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Unit 4: Inventory Management Processes IRT370
Lesson: Goods Movements
Lesson OverviewGoods Receipts are not the only movements of inventory that must be recorded. The
standard movements tracked by your company can be customized and then recorded
in SRS.
Lesson Objectives
After completing this lesson, you will be able to:
• Customize Stock Transfer processes for SAP Retail Store
• Customize Other Goods Movements for SAP Retail Store
• Process stock transfers in SAP Retail Store
• Process other goods movements in SAP Retail Store
Business Example
Stock is moved in and out of inventory for various reasons and once the customizing
is set to handle those movements, it is relatively easy for stock clerks to record these
movements in SRS.
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IRT370 Lesson: Goods Movements
Figure 49: Stock Transfer: Overview
Stock transfer movement types can be virtual as well as physical. For example, if a
store wants to isolate its promotional stock from its regular stock, it can be easily
handled via goods movements.
Transfers between stores can also be recorded simply.
The accounting is handled behind the scenes, with no user intervention, in both cases.
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Unit 4: Inventory Management Processes IRT370
Figure 50: Other goods Movement: Overview
As shown, other goods movement can be easily defined. Whether it is moving
inventory from the floor for use by the store or to the trash bin because it is spoiled
The reporting of these transactions is simplified through customizing and the
accounting is handled with no user intervention.
Figure 51: Goods Movement: Customizing (1/2)
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IRT370 Lesson: Goods Movements
The first step to other Goods movement processing is to define the basic settings
and identify the scheme.
• General default: – Article Number ID – Which type of article number your other goods
movements use to identify articles is also defaulted on the SRS entry
screen and used by SAP Retail.
– Check Expiration Date: On goods movement check expiration date for
perishable articles before recording a movement. If the check is active,
issue a warning or an error if the remaining shelf life is less than required,
as set in the article master.
– Storage Location Management – If set, a field is displayed in the online
screen that allows the clerk to enter storage location data.
• Control of PDC Procedures – Retail Store MDE Scenario – Identify if there is a connection to PDC
input and the type of connection:
0 = no PDC Connection
1 = connect via Web Browser
2 = connect via RFC Interfaces
3 = connect using Web Browser/Java Applet
Figure 52: Goods Movement: Customizing (2/2)
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Unit 4: Inventory Management Processes IRT370
There are two additional types of Goods movements, stock transfers and other goods
movement. Both are customized similarly. First, you identify a schema and set the
basic settings. Then, you identify the types of movements your organization uses
and link them to a selection box.
In the next step, you link your selections to a schema and each type of movement to a
movement type. Then, you link the schema to your stores.
The business transactions of the appropriate schema display in the SRS screen for entry
of stock transfers or other goods movements. The subsequent handling of the data is
controlled by the movement type code associated with each business transaction.
The movement types are delivered with the system and linkage to general ledger
accounts is defined during MM customizing.
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IRT370 Lesson: Goods Movements
Exercise 6: Goods Movements
Exercise ObjectivesAfter completing this exercise, you will be able to:
• Customize Goods Movements for Stock Transfer and Other movements
• Post goods movements in SAP Retail Store.
Business Example
Smart Specialty Stores use SAP Retail Store to maintain their inventory. The stores
frequently transfer inventory among themselves and record other removals from floor
stock.
Task 1:
Begin your customizing of SAP Retail Store Goods Movements by identifying the
basic settings for both Stock Transport and other Goods movement. View the default
schema to answer the following questions.
1. What is the path to this (these) schemas?
2. What does this customizing screen control?
3. What happens if you do not assign a schema to your site?
4. Assign Schema Z001 to your site RP##.
Task 2:Before you customize you want to check your G/L accounts or Cost center
assignments to these movement types, you should check in the standard materials
management component for how these movement types are already assigned. You
know the following information:
Data Type G/L Account
Inventory 135075
Scrap 510100
Trading goods consumption 510080
1. How would you confirm that this information is correct before using these
accounts?
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Unit 4: Inventory Management Processes IRT370
Task 3:
Now you can configure your stock transport goods movement types.
1. Which keys are defined in the grouping of business transactions?
2. Check which business transactions are configured.
3. Which schema is the default? What movement type is the default for this
schema?
4. Must you add a G/L Account for these transactions?
Task 4:
Review schema Z001 that is assigned to your site RP##.
1. Will you be able to perform an article to promo transfer with this schema as
your assigned schema?
Task 5:
Now perform the customizing for other goods movements.
1. Take the path: ?
2. For schema 0001, what is the difference between the goods movement code
03 and 05?
Do not assign any schema to your site. What effect will this have on your store
when you access Other Goods Movements on SRS?
Task 6:
Use Retail Store to deliver 3 bottles of merlot (317024) to your neighbor's store. The
store of the person sitting on your right.
1. Use Retail Store to transfer 3 bottles of Merlot.
2. Check the Accounting transactions in the system.
3. Did the system make the debit and credit to the correct accounts? What were
they?
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IRT370 Lesson: Goods Movements
Task 7:
Now, return to the Retail Store and record taking one unit of 317065 from stock and
report it to headquarters as broken/spoiled. It was damaged beyond repair in shippingand your normal method of dealing with such damage is to scrap the item.
1. How do you select the movement type on the Retail Store for other goods
movements?
2. Check the accounting document for this transfer. What path do you take to
check this accounting document?
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Unit 4: Inventory Management Processes IRT370
Solution 6: Goods Movements
Task 1:Begin your customizing of SAP Retail Store Goods Movements by identifying the
basic settings for both Stock Transport and other Goods movement. View the default
schema to answer the following questions.
1. What is the path to this (these) schemas?
a) Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Goods Movement ! Basic
Settings for Goods Movements/Stock Transfers ! Define Customizing
Schemas with Basic Settings
2. What does this customizing screen control?
a) This schema controls the default selection of the Material identification
on the SRS screen.
3. What happens if you do not assign a schema to your site?
a) If you do not assign a schema to your site, the system uses the schema
Z001 which is designated Standard.
4. Assign Schema Z001 to your site RP##.
a) The path to assign the schema is:
Tools AcceleratedSAP Customizing Edit Project SAP Reference IMG Logistics – General ! SAP Retail Store! Goods Movement ! Basic
Settings for Goods Movements/Stock Transfers ! Assign Customizing
Schemas to Sites
Select New Entries and enter your store RP## and the Customizing schema
in the appropriate fields.
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IRT370 Lesson: Goods Movements
Task 2:
Before you customize you want to check your G/L accounts or Cost center
assignments to these movement types, you should check in the standard materialsmanagement component for how these movement types are already assigned. You
know the following information:
Data Type G/L Account
Inventory 135075
Scrap 510100
Trading goods consumption 510080
1. How would you confirm that this information is correct before using these
accounts?
a) To determine what the G/L account for inventory is:
Use the path:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Materials Management ! Valuation and Account Assignment ! Account
Determination! Account Determination without Wizard ! Configure
Automatic Posting
Press cancel on the selection screen and then press Account assignment.
This brings you to the Materials Management posting group (RMK).Select Inventory posting (BSX). We are using chart of accounts CANAand
valuation grouping code USRE. Almost all of the merchandise we sell
belong to material type HAWA, Trading goods, which belongs to valuation
class 3100. So you can see that the inventory G/L account is 135075.
You could also press G/L Accounts on the main screen, enter the company
code R300 and your store RP## to bring up a complete list of accounts.
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Unit 4: Inventory Management Processes IRT370
Task 3:
Now you can configure your stock transport goods movement types.
1. Which keys are defined in the grouping of business transactions?
a) To determine which keys are defined, use the path:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Goods Movement ! Grouping
of business transactions for stock transfers
2. Check which business transactions are configured.
a) The first selection, Define Business Transactions , itemizes the keys, as
shown below. But you must Maintain Grouping Schema and Assign
Business Transactions to see the details of the transaction.
3. Which schema is the default? What movement type is the default for this
schema?
a) If you look at the General Business Transactions, you will note:
Customizing schema, 0001-- SAP schema is the default (standard).
Select box Description Movement
type
G/L Acct.
0001 default Transfer of stock
to another store
301
0002 Transfer articleto promo.
(valOnly)
309
0003 Splitting up of set
articles
319
b) You can see on this screen that Transfer of stock to another store is the
default movement type.
4. Must you add a G/L Account for these transactions?
a) No, you do not have to identify G/L accounts for these movement types,
they are defined in standard goods movements and the G/L accountsidentified there will default.
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IRT370 Lesson: Goods Movements
Task 4:
Review schema Z001 that is assigned to your site RP##.
1. Will you be able to perform an article to promo transfer with this schema asyour assigned schema?
a) Yes, you could select article to promo transfer, stock to another store is
only the default selection.
Task 5:
Now perform the customizing for other goods movements.
1. Take the path: ?
a) The path is:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference IMG
Logistics – General ! SAP Retail Store! Goods Movement ! Grouping
of business transactions for other Goods movements
2. For schema 0001, what is the difference between the goods movement code
03 and 05?
Do not assign any schema to your site. What effect will this have on your store
when you access Other Goods Movements on SRS?
a) The first selection is:
Define Business Transactions. Here each of the other goods movementtypes are itemized for the selection box.
The second selection, Maintain Grouping Schema and Assign Business
Transactions, shows the movement type associated with Schema 0001
Select
box
Descrip-
tion
Move-
ment
type
G/L Acct. Cost
Center
GM_co
0001 Breakage/
spoilage
551 03
0002 Spoiled/SLED
expired
551 03
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Unit 4: Inventory Management Processes IRT370
Select
box
Descrip-
tion
Move-
ment
type
G/L Acct. Cost
Center
GM_co
0003
default
GR Un-
planned
501 05
0004 Theft 551 03
0005 Removed
for own
consump-
tion
201 03
0006 Removed
for staff
canteen
201 03
0007 Removal
for
sampling
331 03
0008 Rmvd for
produc-
tion
221 03
0009 Free of
charge
deliv.
from
vendor
511 05
b) The difference between the GM_co of Breakage / spoilage (0001) and Free
of charge delivery (0009) is that 03 is a removal code linking to transaction
code MB1A and 05 is a goods receipt, transaction MB1C.
If you do not assign a schema to your site, schema 0001 will be used by
default.
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IRT370 Lesson: Goods Movements
Task 6:
Use Retail Store to deliver 3 bottles of merlot (317024) to your neighbor's store. The
store of the person sitting on your right.1. Use Retail Store to transfer 3 bottles of Merlot.
a) Sign on to your client using the URL:
http:/ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client number>
Record the movement of 3 bottles of Merlot (317024) from your store to
the store of the person on your right. RP## to RP##.
Under Inventory Management , select Goods Movement . Ensure Transfer is
highlighted and then select edit items.
Field Name Values
Bus. trans Stock Transfer to another Site
Rec. site RP##
Article 317024
GR quantit y 3
Press Post.
2. Check the Accounting transactions in the system.
a)
Hint: You would be in headquarters testing, so use direct access to
SAP Retail rather than SRS.
b) To check the document and the accounting for the document use the path:
Logistics! Retailing ! Merchandise logistics! Inventory management
! Article document ! Display
Enter your article document and today’s year.
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Unit 4: Inventory Management Processes IRT370
3. Did the system make the debit and credit to the correct accounts? What were
they?
a) First, you can see that each store has the movement type 301 associatedwith the article 317024, your store with a minus and your neighbor's with a
plus. When you press the Accounting documents button you can see the
debit and credit were made to the same G/L account 135075, the inventory
account. However, assigned to the two different stores.
Task 7:
Now, return to the Retail Store and record taking one unit of 317065 from stock and
report it to headquarters as broken/spoiled. It was damaged beyond repair in shipping
and your normal method of dealing with such damage is to scrap the item.
1. How do you select the movement type on the Retail Store for other goods
movements?
a) Sign on to the client using the web. The URL is:
Sign on to your client using the URL:
http:/ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client number>
Under Inventory Management, select Goods Movement . Select Other
movement and then select Edit items.
Field Name Values
Bus. trans Broken / spoiled
Article 317065GR quantity 1
b) Press the selection arrow on Bus. Trans and select broken / spoiled.
And Press Post
2. Check the accounting document for this transfer. What path do you take to
check this accounting document?
a) Check the document and the accounting for the document use the path:
Logistics! Retailing ! Merchandise logistics! Inventory management
!
Article document !
DisplayEnter your article document and today’s year.
You can see that there was a credit to the inventory account and a debit
to the scrap account.
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IRT370 Lesson: Goods Movements
Lesson Summary
You should now be able to:
• Customize Stock Transfer processes for SAP Retail Store
• Customize Other Goods Movements for SAP Retail Store
• Process stock transfers in SAP Retail Store
• Process other goods movements in SAP Retail Store
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Unit 4: Inventory Management Processes IRT370
Lesson: Physical Inventory
Lesson OverviewThis lesson covers the topic of store physical inventory using the Retail Store.
Lesson Objectives
After completing this lesson, you will be able to:
• Customize Physical Inventory processes for SAP Retail Store
• Use SAP Retail Store to perform a Physical Inventory Count.
Business Example
On some scheduled basis, all stores must perform a physical count of their inventory.The inventory can be requested by headquarters who would create a count document
into which the store staff would enter the physical count. For limited numbers of
articles, stores can create their own documents and enter those counts.
Figure 53: Physical Inventory: Overview
An inventory count must be undertaken on some regular basis according to U.S.
GAAP and other country’s legal requirements.
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IRT370 Lesson: Physical Inventory
Physical inventory using SRS provides two options in addition to using PDC input.
One is to count the articles contained in a PI document that is created in headquarters.
This can be done manually for small article lists, or by a batch job in the background
which is more realistic for large numbers of articles.
The second option is to create documents via SRS for articles that the store wants
counted.
In both cases, the documents are created, store staff can perform the count either
manually with a visual count or via a PDC, and the count entered in SAP Retail Store.
Figure 54: Physical Inventory: Basic Settings (1/3)
Physical inventory customizing prepares the internet display for data entry.
If you require a reason to be entered when posting a difference, selecting the
Difference reason entry displays that field on the Edit differences screen. You can set
up specific difference reasons in SAP Retail to be used in this field.
Use the store’s POS currency should be checked, unless you want the company code
currency displayed for the value of the inventory difference.
Change count can be set to display on the initial Physical Inventory screen forcing the
selection of either entering the initial count or changing the count on the subsequent
screen. Leaving this field blank, provides the option Edit differences which allows
both the count and changes to be entered on the subsequent screen.The period for displaying PI documents can be set. The default is 24 months.
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Unit 4: Inventory Management Processes IRT370
There are several options for displaying the overview list of PI documents:
• Always show
• Zoom in/out – displays either the document number only, or the documentnumber and status.
• Hide/show – provides a selection on the screen to hide the overview or display
the overview.
• Switch screens – the overview displays until a document is selected. Then only
the document data is displayed.
Figure 55: Physical Inventory: Basic Settings (2/3)
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IRT370 Lesson: Physical Inventory
PDC Procedure Control
• PDC Procedure with ITS File Transfer – When you are using PDCs to capture
the inventory data and ITS file transfer procedures, select this field.• PDC Procedure Mass Processing – When you are using PDCs to capture the
inventory data and mass processing procedures, select this field to activate it.
Because this method uses the POS inventory IDoc, and inbound and outbound
POS profile is required.
• Use Java Applet for File Selection – If you set this indicator, a Java applet is
used in SAP Retail Store Physical Inventory for selecting the PDC file that is to
be posted. This makes selecting the PDC file more user-friendly when using the
ITS file transfer procedure.
• Expand Value Only Articles – If you set the indicator, all single materials relating
to the value-only materials in the physical inventory document are determined
when the physical inventory document is sent to the PDC device, and an item issent for each single material. Only relevant if the PDC procedure with document
reference is used in the store.
• Period for Selection – Indicates the number of days in the past from the current
date that the system should search for PDC transactions.
Figure 56: Physical Inventory: Basic Settings (3/3)
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Unit 4: Inventory Management Processes IRT370
Selection Stock Type/Value-Only Art
• Stock Type Selection – If set, the user in the store is able to select the stock type
for which physical inventory documents are to be created.• Blocked Stock – If set, the user can create physical inventory documents for
blocked stock (type 4).
• Stock in QI– If set, the user can create physical inventory documents for stock in
quality inspection (type 2).
• Value-Only Articles – sets how the selection of value-only articles is to take
place during creation of physical inventory documents in SRS. The options are:
– blank - Always Select Value-Only Articles.
– 1 - Do Not Select Value-Only Articles
– 2 - Enable Selection in Dialog
Other Document Creation Selections
• Only Articles With Negative Stock – If set, this option is displayed in the users
screen in SRS.
• Empties Only – If set, the user in the store has the option of creating physical
inventory documents for 'empties' articles.
• Sales Order Stock – If set, the user in the store has the option of creating physical
inventory documents for sales order stock (special stock E).
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IRT370 Lesson: Physical Inventory
Exercise 7: Physical Inventory
Exercise ObjectivesAfter completing this exercise, you will be able to:
• Customize the screen display for Physical Inventory
• Create a Physical Inventory Count request from SAP Retail
• Enter the Physical Inventory Count using Retail Store.
Business Example
You are required by headquarters to do a physical inventory on selected merchandise
monthly. You will customize the Retail Store Physical Inventory Schema and then test
if the online version meets your needs.
Task 1:
Before you can prepare a physical inventory in the store, you must customize the SRS
profile you wish to use.
1. What path will you take to prepare this profile?
2. Copy schema 0001 and create your own schema Z##0.
3. What entry must you make to keep your PI documents for only 1 year?
4. Create the possibility of zoom in/out. What entry will you use?
5. Assign your schema to your site RP##.
Task 2:
The inventory manager in headquarters decided that your store must count the
inventory of glassware in unrestricted stock.
1. How does the headquarters inventory person prepare a physical inventory
document for your store?
Create that document for articles 317063 through 317067.
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Unit 4: Inventory Management Processes IRT370
Task 3:
In the store you count the inventory and you have the following stock count:
317063 6
317064 6
317065 6
317066 4
317067 2
1. You take what path to enter the count. Please enter and Post the count.
2. When you save the data, does that mean that it has changed the inventory?
3. How would you check to ensure that your count and the SAP Retail inventory
count were the same? Are they?
4. If your count differs from inventory, adjust the count to be + or – 1 and press
Post Difference.
Task 4:
OPTIONAL:
1. Revise your schema so that you require a reason for the PI difference and change
the Overview screen to 3 or 4 and do a local count of 317001.
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IRT370 Lesson: Physical Inventory
Solution 7: Physical Inventory
Task 1:Before you can prepare a physical inventory in the store, you must customize the SRS
profile you wish to use.
1. What path will you take to prepare this profile?
a) The path to the SAP Retail Store physical inventory profile is:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Physical Inventory! Basic
Settings for Physical Inventory
Select Define Customizing Schemas with Physical Inventory Basic Data.
2. Copy schema 0001 and create your own schema Z##0.
a) Select schema 0001, press the copy icon and enter your number Z##0.
3. What entry must you make to keep your PI documents for only 1 year?
a) Change the Period f. selecting phys.inv.nos to 12 (months) to maintain the
document numbers for only 1 year.
4. Create the possibility of zoom in/out. What entry will you use?
a) Enter 2 in the Overview screen field.
5. Assign your schema to your site RP##.a) To assign the schema to your site:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Physical Inventory! Basic
Settings for Physical Inventory
Select Assign Customizing Schemas to Sites. Enter your site number and
your schema number Z##0.
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Unit 4: Inventory Management Processes IRT370
Task 2:
The inventory manager in headquarters decided that your store must count the
inventory of glassware in unrestricted stock.1. How does the headquarters inventory person prepare a physical inventory
document for your store?
Create that document for articles 317063 through 317067.
a) Run a physical inventory.
Take the following path:
Logistics! Retailing ! Merchandise logistics! Physical Inventory!
Physical inventory document ! Create
Enter your store, RP##, and Storage Location 0001
b) Enter the article numbers in the article column, 1 for stock type and press
Save.
You should receive a message at the bottom of the screen that the physical
inventory document was created.
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IRT370 Lesson: Physical Inventory
Task 3:
In the store you count the inventory and you have the following stock count:
317063 6
317064 6
317065 6
317066 4
317067 2
1. You take what path to enter the count. Please enter and Post the count.
a) Sign on to the client using the web. The URL is:
http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap//its/srs-<client> Log on
using your user number IRT370-##. Use the password you created at the
beginning of class. Select your store, RP## and logon.
b) Under Inventory Management, select Physical Inventory.
Enter the Planned Count Date Use today's date and select Enter Count
Enter in the Counted Quantity field:
317063 6
317064 6
317065 6
317066 4
317067 2
Press Save data.
2. When you save the data, does that mean that it has changed the inventory?
Answer: No, if you check the left column, you will note that your document is
completely counted, but not posted.
3. How would you check to ensure that your count and the SAP Retail inventory
count were the same? Are they?
a) On the main Physical Inventory screen, select Edit differences to view
any difference.
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Unit 4: Inventory Management Processes IRT370
4. If your count differs from inventory, adjust the count to be + or – 1 and press
Post Difference.
a) Just change the number in the count quantity and press Post Differences.
Task 4:
OPTIONAL:
1. Revise your schema so that you require a reason for the PI difference and change
the Overview screen to 3 or 4 and do a local count of 317001.
a) In the Physical Inventory Schema for your store Z##0, select Difference
reason entry. In the Overview screen field, enter 3 and save it.
b) Go back to the Physical Inventory on Retail Store. Select Document
Creation
Enter the article number(s) and select Create Documents. Select Execute
and enter the count as you did before.
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IRT370 Lesson: Physical Inventory
Lesson Summary
You should now be able to:
• Customize Physical Inventory processes for SAP Retail Store
• Use SAP Retail Store to perform a Physical Inventory Count.
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Unit 4: Inventory Management Processes IRT370
Lesson: Stock Entry
Lesson OverviewStock entry, inventory counting is only required for value-only articles after a price
change.
Lesson Objectives
After completing this lesson, you will be able to:
• How SAP Retail Store is used to support the Inventory Revaluation process
for Value-Only articles.
Business Example
Most inventory is valued and tracked by quantity whereas value-only inventory,
usually very low cost items, is tracked only by the value. When a price change is
necessary, the system has no way to revalue this inventory without a count. A price
change at headquarters will create a count document for value only articles in the
stores and distribution centers.
Figure 57: Stock Entry
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IRT370 Lesson: Stock Entry
When the retail price of an article managed on the article level is changed, inventory
revaluation can be handled by the system.
When the retail price of an article managed on a value-only basis changes, before thesystem can perform a revaluation you must enter the quantity of the material to be
revalued.
For a particular date, you can create a list of articles whose retail price changes on that
date. Before you can do this, however,you must create the relevant retail revaluation
documents with the status A (“to be counted”) using program RWVKU001 or via the
POS outbound interface.
The listed articles are counted and the results are entered in SAP Retail Store. The
articles are then automatically revalued in mySAP Retail on the basis of that count.
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Unit 4: Inventory Management Processes IRT370
Lesson Summary
You should now be able to:
• How SAP Retail Store is used to support the Inventory Revaluation process
for Value-Only articles.
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IRT370 Unit Summary
Unit Summary
You should now be able to:
• Customize Stock Transfer processes for SAP Retail Store• Customize Other Goods Movements for SAP Retail Store
• Process stock transfers in SAP Retail Store
• Process other goods movements in SAP Retail Store
• Customize Physical Inventory processes for SAP Retail Store
• Use SAP Retail Store to perform a Physical Inventory Count.
• How SAP Retail Store is used to support the Inventory Revaluation process
for Value-Only articles.
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Unit Summary IRT370
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Unit 5 Sales Processes
Unit Overview
Most store sales are to an anonymous customer captured by a pos system or cash
register. There are some sales that require capturing more data than some pos
systems can capture. Those are the sales that are the subject of this unit. After initial
customizing in the project, we change roles to be end users in the store to process sales.
Unit Objectives
After completing this unit, you will be able to:
• Customize sales orders for SAP Retail Store
• Create customer master records
• Change sales prices in SAP Retail Store
• Process sales orders in SAP Retail Store.
Unit ContentsLesson: Sales Processes.......................................................... 126
Exercise 8: Template Customer .............................................. 133
Exercise 9: Customize Sales orders.. .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. 137
Exercise 10: Online Sales Order ............................................. 143
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Unit 5: Sales Processes IRT370
Lesson: Sales Processes
Lesson OverviewSales Orders are used in SAP Retail Store when more data is required than can be
captured by a store pos system. SRS customizing must be done to make store use
a simple process.
Lesson Objectives
After completing this lesson, you will be able to:
• Customize sales orders for SAP Retail Store
• Create customer master records
• Change sales prices in SAP Retail Store
• Process sales orders in SAP Retail Store.
Business Example
All the inventory functions exist to support the real business of a store which is sales.
So, you customize the sales area in Retail Store to make it easy for your sales staff to
gather customer data, record sales and set up the delivery method which suits their
customer's needs and the merchandise location.
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IRT370 Lesson: Sales Processes
Figure 58: Sales Processes: Overview (1/2)
Sales order processing for a particular customer can take place in several scenarios.
The first is the customer comes into the store and purchases an article (s) that is not on
hand in the store. The transaction is recorded in Retail Store and the central Retail
system handles subsequent processing.
Depending on the customizing settings of SAP Retail, the article will be shipped to thestore by the DC; or ordered from the vendor to be shipped to the store or the DC.
The customer may collect the article at the store or at the DC.
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Unit 5: Sales Processes IRT370
Figure 59: Sales Processes: Overview (2/2)
A second scenario is also possible. After placing their order at the store, SAP Retail
can “orchestrate” delivery either from the DC or from the vendor to the customer’s
home or business.
Figure 60: Sales Processes: Basic Settings for Order Entry (1/3)
General Sales Data
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IRT370 Lesson: Sales Processes
Incoterms delivered with the system reflect the International Chamber of Commerce
trading terms. These combine with the Shipping conditions, also defined in the
Sales and Distribution component, and the loading group, defined in the Materials
Management component, to automatically route deliveries to the customer.
On this part of the screen, you are identifying which incoterms and shipping conditions
to default for entering a sale in Retail Store. Identifying the item category to use
under particular circumstances further combines with these conditions to speed proper
follow-on document handling in the SAP Retail system.
Figure 61: Sales Processes: Basic Settings for Order Entry (2/3)
Sales Document Control
If you will provide direct delivery, you must select the Direct Del. Act for that to
be an option during Sales entry.
The item categories that will be used in a particular purchasing document, are set in
the next 3 fields. The options shown above, select:
Direct delivery purchase document - 5, third-party
Single purchase orders - 0, standard
Stock Transport orders - 7, stock transport order
Define which default site category will be placing the orders, in this case the store.
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Unit 5: Sales Processes IRT370
Figure 62: Sales Processes: Basic Settings for Order Entry (3/3)
Scope of Function
Article ID: Which type of material key do you use for sales? Blank, use the internal
article number; 1, use EAN/UPC code; 2, interpret using BAdi.
Select the Credit card field, if your stores support that payment method.
Select Entry of Prices only if stores are allowed to change sales prices.
To simplify creating a customer master record in the store, you must first create a
template customer. This is simply a customer that you have created in the SAP Retailcustomer master data and refer to in this profile. The template will be used when
creating a business customer master record.
You may also use a reference consumer, which reduces the amount of customer data
that is stored after creating a customer master for individuals.
Select one Scheme to be the standard that can be used for stores that have not been
assigned to a particular scheme.
Once your have created your Basic Settings for Order Entry profile, assign the sites
that will be using that scheme for Retail Store order entry.
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IRT370 Lesson: Sales Processes
Figure 63: Sales Processes: Grouping of Allowed Sales Document Types
The grouping of allowed order types, allows you to establish which types of orders
a store may issue.
Limiting the order types to those actually generated by stores, limits the options
available at entry and speeds the process.
Figure 64: Sales Processes: Grouping of Countries for Customer Maintenance
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Grouping of countries for customer maintenance is also a time saving device during
sales order entry. If, as is shown above, a country has regions, you must identify it so
that the field is available in Retail Store customer screens. If your stores are all with in
one country, you limit the country codes that the system must search on sales entry.
Figure 65: Sales Prices: Basic Settings for Sales Prices
Price changes for a store, can be performed at the store and take effect the following
day.
Control Data
When you allow stores to change sales prices, you can also set up controls on their
pricing changes.
The number of days past and in the future refer to the display in SAP Retail Store. You
want to keep the number of days at a level that provides the store manager information
but not so much as to degrade performance.
The maximum validity period allows control over the length of time for which a store
manager can independently change the price on articles.
Condition Type for Ruling Price: Enter a condition type that is to be used for
maintaining ruling prices in SRS. Condition VKPF, is delivered with the system for
this purpose.
Display All Future Prices in Price History: Selecting this field overrides the date in
the num ber of days in future field and the system will display to the maximum date
associated with the article.
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IRT370 Lesson: Sales Processes
Exercise 8: Template Customer
Exercise ObjectivesAfter completing this exercise, you will be able to:
• Create a Customer master record.
Business Example
You will be using SAP Retail Store for sales processes. To make it easy for store
personnel, you must create a template customer to use at your store. You need this
customer before you customize the basic settings for sales.
Task:
You want to create a customer that reflects the profile of your store’s regular business
customers.
Some general information about your store that you might want to know is:
Field Name Value
Sales Organization RP10
Distribution Channel R2
Division R1
Region, AZ,
postal code for Tucson 85740
Juridiction code AZ0000000
Transportation zone 0000002, West
Reconciliation account 121000
Payment Terms Net 30
1. How will you create a template customer?
2. Record the Customer number for your template customer.
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Unit 5: Sales Processes IRT370
Solution 8: Template Customer
Task:You want to create a customer that reflects the profile of your store’s regular business
customers.
Some general information about your store that you might want to know is:
Field Name Value
Sales Organization RP10
Distribution Channel R2
Division R1
Region, AZ, postal code for Tucson 85740
Juridiction code AZ0000000
Transportation zone 0000002, West
Reconciliation account 121000
Payment Terms Net 30
1. How will you create a template customer?
a) Create a template customer:
Logistics! Retailing ! Master data! Edit customers! Business partner ! Customer ! Create! Full
The account group for your template customer is: Customer (General).
Ensure that you fill in the Sales area fields on the start screen.
This account group is assigned an internal number when the customer is
created. Leave the customer field blank.
The following are the required fields on General data, the Address screen:
Field Name Values
Name RP## Reference Customer Search term RP
Street/house number ref. street 99999
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IRT370 Lesson: Sales Processes
Field Name Values
Postal code City 85740 Tucson
Country US
Region AZ
Jurisdict. code AZ0000000
Transportation zone 0000000002
Language English
Now select Company Code data:, and enter 121000 in the Recon. account
field on the Account Management screen.
On Payment transactions, enter NT30 in Terms of Payment.
In the Sales area data, you must define some Order fields. They are:
Field Name Values
Sales District 000003, SoWestern
Price Group 02 Occasional Buyer
You could also define some Shipping information. Select the shipping tab
and enter:
Field Name Values
Delivery priority 02, Normal
Shipping conditions 01, Standard
2. Record the Customer number for your template customer.
a)
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IRT370 Lesson: Sales Processes
Exercise 9: Customize Sales orders
Exercise ObjectivesAfter completing this exercise, you will be able to:
• Customize the Sales order area for SAP Retail Store.
Business Example
Your company stocks its expensive articles in the DC, which ships directly to the
customer. You must do some customizing before you are able to record this type of
sale in the store using SAP Retail Store.
Task 1:
Customize the sales order controls for SAP Retail Store. You will use your own
template customer and plan for direct customer shipment and payment by credit card.
You also want the stores to change prices from time to time and use a consumer master
record for individual customers.
1. What path do you take to customize sales order control?
2. Create a schema ZP##. An easy way would be to copy schema 0001 and modify
it for your needs.
3. Which specific fields must you change to achieve the desired results?
4. Assign your schema to your site, RP##.
Task 2:
Now you must identify the order types that your store will use.
1. Check for the allowed order types.
2. Must you create a new group of allowed order types?
3. Are any other steps required to ensure your store has access to these order types?
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Unit 5: Sales Processes IRT370
Task 3:
Check the Grouping for Countries
1. What is the purpose of Grouping of Countries for Customer maintenance?
2. Will it make a difference if you do not assign a country grouping code to your
site?
3. Assign the appropriate Country Grouping to your site, RP##.
Task 4:
You want your stores to be able to respond quickly to local competition and so you
will give them the authority for short-term price changes. You also think it is helpful if
they can view a history of an articles prices.
1. How can you limit the duration of a price change? Is this already customized,or must you complete another customizing table?
2. Is there a separate customizing table to allow your store to change the prices?
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IRT370 Lesson: Sales Processes
Solution 9: Customize Sales orders
Task 1:Customize the sales order controls for SAP Retail Store. You will use your own
template customer and plan for direct customer shipment and payment by credit card.
You also want the stores to change prices from time to time and use a consumer master
record for individual customers.
1. What path do you take to customize sales order control?
a) The path to sales order customizing is:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Sales Order ! Basic Settings
for Entering Sales Documents! Define Customizing Schemas with Basic
Settings
2. Create a schema ZP##. An easy way would be to copy schema 0001 and modify
it for your needs.
a) Select 0001, Standard schema. Press Copy. Enter your schema number
ZP##.
3. Which specific fields must you change to achieve the desired results?
a) Make the following entries:
Field Name Values Direct del. act Check
Credit card Check
Entry of prices Check
Templ. customer The customer you just created.
Consumer Check
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Unit 5: Sales Processes IRT370
4. Assign your schema to your site, RP##.
a) To assign the schema you just created to your site RP##, use the following
path:Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG Logistics – General ! SAP Retail Store! Sales Order ! Basic
Settings for Entering Sales Documents! Assign customizing schemas to
plants
Press New entries, enter your site number and your schema number in
the appropriate fields.
Task 2:
Now you must identify the order types that your store will use.
1. Check for the allowed order types.
a) Use the path:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Sales Order ! Grouping
of Allowed Sales Document Types
Select: Maintain Grouping Schema and Assign Sales Document Types
Note: There is only one order type schema, 0001, with several
document categories. Identified are:
Quotation
Returns
Order
2. Must you create a new group of allowed order types?
Answer: No, all the order types you are likely to use are defined.
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IRT370 Lesson: Sales Processes
3. Are any other steps required to ensure your store has access to these order types?
a) Not necessarily, as standard order is the default, that is the one that displays.
However, you can assign this schema to your site. Use the path:Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Sales Order ! Grouping
of Allowed Sales Document Types
Select: Assignment of Grouping Schema to Sites
Task 3:
Check the Grouping for Countries
1. What is the purpose of Grouping of Countries for Customer maintenance?a) Grouping of Country Codes
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Sales Order ! Grouping of
Countries for Customer Maintenance
Select: Maintain Grouping Schema and Assign Countries. There you will
see at least two groupings, one Germany; and the second, US.
b) There are over 250 country codes in the system. Grouping country codes
together and assigning the group to a site, reduces the number of country
codes the system must check.
2. Will it make a difference if you do not assign a country grouping code to your
site?
a) In this instance, it will make a difference. Because the German country
schema is designated as the default, if you do not assign 0002, the US
grouping, you will not be able to designate the US as the country where
your customer lives. Nor will you be able to enter data like postal codes
and the state that are checked according to the country code.
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3. Assign the appropriate Country Grouping to your site, RP##.
a) Assign the Country Grouping to your site. Use the path:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference IMG
Logistics – General ! SAP Retail Store! Sales Order ! Grouping of
Countries for Customer Maintenance
Select: Assign Country Grouping to Sites. Press New entries, enter your
site number and grouping 0002.
Task 4:
You want your stores to be able to respond quickly to local competition and so you
will give them the authority for short-term price changes. You also think it is helpful if
they can view a history of an articles prices.
1. How can you limit the duration of a price change? Is this already customized,
or must you complete another customizing table?
a) To limit the duration of store price changes, use the path:
Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference
IMG
Logistics – General ! SAP Retail Store! Sales Prices! Basic Settings
for Sales Prices
b) Select Define Customizing Schemas with Basic Settings.
The Standard Schema has no limit on length of validity period. If it has not
already been done, enter 15 to limit a price change to 15 days. Note also
that this schema allows historical prices for 30 days in the past and planned
price changes 30 days in the future to display.
2. Is there a separate customizing table to allow your store to change the prices?
a) No, there is not a separate customizing table to allow stores to change
prices. You activated the option when you selected the check box, Entry of
prices, in Basic Settings for Entering Sales Documents.
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IRT370 Lesson: Sales Processes
Exercise 10: Online Sales Order
Exercise ObjectivesAfter completing this exercise, you will be able to:
• Process sales orders online.
Business Example
With customizing completed, you can use SAP Retail Store to create a variety of
sales orders.
Task 1:
You are working in your store when a new customer, “Your first name” familyname, Smith comes in to make a purchase. Smith lives at 234 Sleepy Hollow Drive,
Jamestown, Arizona, 85745.
Smith wants to purchase a set of red wine glasses (317064) to be delivered to his home.
1. What path do you take to create a customer while you are in the process of
creating a sale?
2. Do you need any additional information to create a customer master record for
Smith?
3. When you have completed entering Smith’s information, record the sale. Must
you know the price to record the sale?
4. What switch must you set to ensure delivery to his home?
Task 2:
Process the Sales order you just created.
1. Can you process with just the customer number or must you know the order
number?
2. Before you deliver the product add some white wine glasses (317063) to Smith’s
order. How can you accomplish this?
3. Record the delivery of both sets of glasses. How do you accomplish this?
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Unit 5: Sales Processes IRT370
Task 3:
One of your competitor’s is having a sale on glasses starting later this week. You
believe you must respond to that price pressure and lower the price on 317065, aswell, for the length of their sale.
1. How will you lower your store price?
2. When will the price change take effect? Why?
3. View the price history of your glasses and lower the price by $5. What is your
new price?
Task 4:
Now, a new business customer, a restaurant nearby, would like to purchase 4 cases
each of red wine (317002, 317004, 317006, 317007, 317008). The man at the counter
represents Pasta Palace, at 67 Southern Way, in Tempe, Arizona. You also want togive this customer a special discount for their first order to encourage an ongoing
relationship.
1. Create a new customer using the business form. How does this differ from the
individual?
2. Create the sale and before you complete it, enter a discount of 2% for each of the
items. How can you do this? Complete your sale with the discount.
3. Then go to the system at headquarters to view the two customer master records.
How are they different in the system? Can you describe the reason for the
difference between the two customer master records?
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IRT370 Lesson: Sales Processes
Solution 10: Online Sales Order
Task 1:You are working in your store when a new customer, “Your first name” family
name, Smith comes in to make a purchase. Smith lives at 234 Sleepy Hollow Drive,
Jamestown, Arizona, 85745.
Smith wants to purchase a set of red wine glasses (317064) to be delivered to his home.
1. What path do you take to create a customer while you are in the process of
creating a sale?
a) Sign on to SAP Retail Store:
The URL is: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-
<client number> Sign-on using your user number IRT370-##. Use the
password you created at the beginning of class. Select your store, RP##
and logon.
b) Under Sales on the Main Menu, select the button, Create customer. Or
you could also select Create Sales Order and choose the button “Create
Customer” on that screen. Use the fields for private customers.
2. Do you need any additional information to create a customer master record for
Smith?
a) No, you need only the name and address to create a full customer master
record. The balance of the information will be copied from the template
customer.
3. When you have completed entering Smith’s information, record the sale. Must
you know the price to record the sale?
a) No, the system provides the price from the article master data for the store.
4. What switch must you set to ensure delivery to his home?
a) To ensure that the glasses are delivered to his home, select the button
delivery.
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Unit 5: Sales Processes IRT370
Task 2:
Process the Sales order you just created.
1. Can you process with just the customer number or must you know the order number?
a) In the Sales Order area, select sales order . Yes, you can find the sales
order using a combination of information in the fields on the screen. Enter
Smith’s customer number and press Display, will bring up all Smith's
orders.
2. Before you deliver the product add some white wine glasses (317063) to Smith’s
order. How can you accomplish this?
a) To add another item before shipping, enter the order number and press
Change. Enter the Article number 317063 and the quantity, 1. Press Post
change.
3. Record the delivery of both sets of glasses. How do you accomplish this?
a) Identify the order again. This time select Deliver for deliver order. Enter
the delivery quantity then press the Deliver goods button on the subsequent
screen.
Task 3:
One of your competitor’s is having a sale on glasses starting later this week. You
believe you must respond to that price pressure and lower the price on 317065, as
well, for the length of their sale.
1. How will you lower your store price?
a) Sign on to SAP Retail Store:
The URL is: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-
<client number> Sign-on using your user number IRT370-##. Use the
password you created at the beginning of class. Select your store, RP##
and logon.
b) Select Sales prices under Master data. Enter your article number 317065
and press Change price.
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IRT370 Lesson: Sales Processes
2. When will the price change take effect? Why?
a) The price validity dates default to tomorrow and fifteen days later. This
is because the system requires at least one day lead time to send the pricechange to the pos system. The length of time is set in the maximum
allowed validity period, in the basic Settings for Sales Prices.
3. View the price history of your glasses and lower the price by $5. What is your
new price?
a) Press Show price history. Enter 34 in the new price field and press Save.
Task 4:
Now, a new business customer, a restaurant nearby, would like to purchase 4 cases
each of red wine (317002, 317004, 317006, 317007, 317008). The man at the counter
represents Pasta Palace, at 67 Southern Way, in Tempe, Arizona. You also want togive this customer a special discount for their first order to encourage an ongoing
relationship.
1. Create a new customer using the business form. How does this differ from the
individual?
a) On the main menu of SAP Retail Store, select Sales Order.
b) Create customer. Ensure that you select company for the main form of
address, and enter the name of the company in the Business customer
column.
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Unit 5: Sales Processes IRT370
2. Create the sale and before you complete it, enter a discount of 2% for each of the
items. How can you do this? Complete your sale with the discount.
a) Enter your article numbers and the quantities:
Article Requested quantity
317002 4
317004 4
317006 4
317007 4
317008 4
Before you complete the order, select the Conditions tab.
Select Condition type, Customer Discount and enter 2 into the rate for all
items. Press Create order.
Go to the main menu and select, Sales order.
Enter your business customer number and press Display order, or enter the
order num ber and press Change order.
When the order is displayed, select Conditions and note that the system
filled in the rate of –2.00% and calculated the new price. You can complete
the delivery.
Continued on next page
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IRT370 Lesson: Sales Processes
3. Then go to the system at headquarters to view the two customer master records.
How are they different in the system? Can you describe the reason for the
difference between the two customer master records?
a) Go to the Customer master area on mySAP Retail, use the path:
Logistics! Retailing ! Master data! Edit customers! Business
partner ! Customer ! Display! Full
Enter your consumer customer number. Note that there are two tabs in the
General Data area.
Select the Company code data. View those tabs and note that there is no
Sales area data available.
Now, enter your business customer number. Note that you now have an
additional 3 tabs for General data: Control, Marketing and Export data.
In addition, you now have Sales area data. The difference arises from using
the two different templates, consumer and customer. However, it reflects
the fact that relationships with consumers tend to be less complex than
those with other businesses, and so less data retention is necessary.
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Unit 5: Sales Processes IRT370
Lesson Summary
You should now be able to:
• Customize sales orders for SAP Retail Store
• Create customer master records
• Change sales prices in SAP Retail Store
• Process sales orders in SAP Retail Store.
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IRT370 Unit Summary
Unit Summary
You should now be able to:
• Customize sales orders for SAP Retail Store• Create customer master records
• Change sales prices in SAP Retail Store
• Process sales orders in SAP Retail Store.
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Unit 6 Financial Transactions
Unit Overview
Two financial transactions are provided by the convenience store which is an extension
of SAP Retail Store. When customized correctly, Cash Balancing provides a tool that
balances off-pos cash transactions with the cash recorded through the pos system.
Also, Expense Invoice can be customized to record non-petty cash expenses.
Unit Objectives
After completing this unit, you will be able to:
• Customize Cash Balancing for SAP Retail Store
• Enter Cash Results on SRS Cash Balancing
• Complete customizing of Expense Invoice
• Enter invoices using SAP Retail Store
Unit ContentsLesson: Cash Balancing........................................................... 154
Lesson: Expense Invoice .... ... ... ... ... .... ... ... .... ... ... .... ... ... .... ... ... .. 162
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Unit 6: Financial Transactions IRT370
Lesson: Cash Balancing
Lesson OverviewThe convenience store addition of Cash Balancing and the customizing required to
enable its use online is the topic of this lesson.
Lesson Objectives
After completing this lesson, you will be able to:
• Customize Cash Balancing for SAP Retail Store
• Enter Cash Results on SRS Cash Balancing
Business ExampleAccounting controls are important to all retail concerns. Cash coming into the store
are recorded by the POS system and uploaded over night to ERP. However, other off
POS transactions can be reported using Cash Balancing.
Figure 66: Cash Balancing: Overview
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IRT370 Lesson: Cash Balancing
The POS systems capture the flow of cash, checks, and charges into the store. In
stores with POS systems that can capture financial transactions, there is a POS IDoc to
carry such financial information.
Smaller/less sophisticated POS systems, however, do not have the capability to
transfer financial information. In such cases, SAP Retail Store, Cash balancing can be
used to record all ‘off’ POS transactions handled by back office personnel.
Figure 67: Cash Balancing: Define Reasons and Groups of Reasons
In customizing, you establish groups of reasons that can be used to describe the
differences between actual and expected cash transactions.
Then you further refine those groups into specific reason codes that are common to
your stores. For example, the group above for cash balancing include reasons why
there might be a difference between reported cash and counted cash.
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Unit 6: Financial Transactions IRT370
Figure 68: Cash Balancing: Define Account Grouping (1/5)
For every account group, you have a several items to define during implementation.
Each of these steps identifies how the data will be handled by the system when it is
received. And how it will be displayed on the screen.
Having all the detail defined in these profiles, makes it quite simple for the back office
staff to enter correct data with few keystrokes.
Figure 69: Cash Balancing: Define Account Grouping (2/5)
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IRT370 Lesson: Cash Balancing
The Group screen includes fields that are used by all the sub groups in a particular
group. The group profile sets up the information that is used on the Retail Store
screen as well as the general overriding financial information that is further refined
in subsequent profiles.
The Document type identifies the document type for financial postings.
Badi Filter is the filter value for controlling the screen dialog and posting to the
accounts.
The chart of accounts identifies to which CoA the specific accounts belong.
The reason group links the reason group to this profile.
Inbound profile – the POS Inbound profile used by this group that controls the posting
of sales.
Text for Account, Amount, and Postings – provide fields where you can enter your
own descriptions of these topics for display on the screen.
Assignment – provides a field for your description of the Assignment Column on
the screen.
Figure 70: Cash Balancing: Define Account Grouping (3/5)
Each group will have sub-groups associated with it. These are defined in the Lowgroup screen, beginning with the sub-group name.
Sequence – defines its position on the display screen. The most used items should be
placed in the lower sequence numbers.
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Unit 6: Financial Transactions IRT370
Each Company Code must be assigned to the groups before they can be assigned
to your stores.
On this screen, you also identify if posted amounts and difference amounts should bedisplayed on the screen.
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IRT370 Lesson: Cash Balancing
Lesson Summary
You should now be able to:
• Customize Cash Balancing for SAP Retail Store
• Enter Cash Results on SRS Cash Balancing
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Unit 6: Financial Transactions IRT370
Lesson: Expense Invoice
Lesson OverviewExpense Invoice is a second function available through the convenience store.
Customizing must be completed before the function can be used through SAP Retail
Store.
Lesson Objectives
After completing this lesson, you will be able to:
• Complete customizing of Expense Invoice
• Enter invoices using SAP Retail Store
Business Example
Some deliveries are made C.O.D. or requiring payment for some reason. When the
amount is over the petty cash limit, the store manager would issue a check and report
the payment using Expense Invoice.
Figure 74: Expenses Invoice: Overview
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IRT370 Lesson: Expense Invoice
Local vendors provide goods and services to specific stores.
To ensure that controls are maintained, the store records the invoice and the payment
using Expense Invoice.
Figure 75: Expenses Invoice: Define Account Group Dialog Structure
The system provides a group of items to set so that store personnel are given limited
but adequate selections. Every Expense type is grouped so little additional effort is
required for store staff.
Figure 76: Expenses Invoice: Define Account Group Details
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Unit 6: Financial Transactions IRT370
On the first screen, you identify items that are true for the entire group of expenses.
Only one Expense group can be assigned to a store.
You identify the:• document type for posting the invoice for each group
• Which chart of accounts is used ,
• Procedure for calculating taxes
• BAdI for handling the data transfer.
You can also select all taxes to have all tax types display on the entry screen. However,
leaving it blank displays all taxes that are active for the G/L accounts assigned to the
particular expense types.
Figure 77: Expense Invoice: Define G/L Accounts Details
Below the Group designation, each individual general ledger account that can be used
in the stores is defined, along with the text to display in the drop-down for accounts. It
is not necessary for store staff to know account numbers.
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IRT370 Lesson: Expense Invoice
Figure 78: Expense Invoice: Define Account Currencies
If an account can be paid in different currencies, they can be defined in the Currencies
section of the dialog structure.
Figure 79: Expense Invoice: Define Account Taxes
In the first screen, you identified the tax procedure used by the company. In this section
of the dialog structure, you define the specific tax codes associated with an account.
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Unit 6: Financial Transactions IRT370
Figure 80: Expense Invoice: Assign Group to Company Code
Each Company Code must be assigned to the Expense Invoice it will use, before
the function can be assigned to stores.
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IRT370 Lesson: Expense Invoice
Lesson Summary
You should now be able to:
• Complete customizing of Expense Invoice
• Enter invoices using SAP Retail Store
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Unit Summary IRT370
Unit Summary
You should now be able to:
• Customize Cash Balancing for SAP Retail Store• Enter Cash Results on SRS Cash Balancing
• Complete customizing of Expense Invoice
• Enter invoices using SAP Retail Store
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Unit 7 Information
Unit Overview
Several store functions rely on information available in the ERP system. The reports
that are delivered with the system are described in this Unit.
Unit Objectives
After completing this unit, you will be able to:
• Describe the reports available with SAP Retail Store
• Release reports to display in SAP Retail Store
• Review allocations from your store.
• Review articles going on promotion
Unit Contents
Lesson: Retail Reports ............................................................ 170
Lesson: Allocations................................................................. 173
Lesson: Promotion......... ...... ....... ....... ....... ....... ....... ...... ....... ... 177
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Unit 7: Information IRT370
Lesson: Retail Reports
Lesson OverviewStores require specific information that is maintained at headquarters. SAP Retail
Store provides easy access to these reports.
Lesson Objectives
After completing this lesson, you will be able to:
• Describe the reports available with SAP Retail Store
• Release reports to display in SAP Retail Store
Business ExampleStores need information to support decision making. Retail Store gives access to these
reports to support store planning and operations.
Figure 81: Information Overview
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IRT370 Lesson: Retail Reports
Information is readily available for decision making at the store level. The reports that
are currently available through SAP Retail Store are:
• Allocations
• Promotions
• Stock Overview
• Open goods receipts
• Standard Analysis
– Article
– Promotion
– POS: Cashier
– POS: Sales based on receipts
– STRPS – Customer/Article
– Market-basket analysis – receipt
– Market-basket analysis – receipt/article
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Unit 7: Information IRT370
Lesson Summary
You should now be able to:
• Describe the reports available with SAP Retail Store
• Release reports to display in SAP Retail Store
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IRT370 Lesson: Allocations
Lesson: Allocations
Lesson OverviewSome minor fine tuning is required to view allocations at the store.
Lesson Objectives
After completing this lesson, you will be able to:
• Review allocations from your store.
Business Example
Some retail organizations purchase centrally and then allocate product to the stores, a
push method of supply chain management. Store personnel need advance notice of what is coming to them and when to be prepared to handle the incoming products.
Figure 82: Allocations: Overview (1/2)
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Unit 7: Information IRT370
Allocation tables are tools that some retailers use to plan, control and monitor the flow
of merchandise to distribution centers and stores.
Allocation tables can be used to:• Allocate merchandise to sites (which sites, how much merchandise)
• Determine vendors as the source of supply
• Generate follow-on documents (purchase orders, deliveries)
• Notify sites of allocations and receive volume requests.
Figure 83: Allocation: Customizing for SRS (1/2)
Notification Category for SAP Retail Store are documented in the system. The
screen is primarily used for linking requirements for notification of hard copy or
EDI notification. It also allows headquarters to determine whether the stores can
change quantities.
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IRT370 Lesson: Allocations
Figure 84: Allocation: Customizing for SRS (2/2)
The only requirement for SAP Retail Store, is no message determination, as the store
will view their allocation table directly in SAP Retail.
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Unit 7: Information IRT370
Lesson Summary
You should now be able to:
• Review allocations from your store.
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IRT370 Lesson: Promotion
Lesson: Promotion
Lesson OverviewAfter headquarters releases promotions to the stores, they can be viewed in SAP
Retail Store.
Lesson Objectives
After completing this lesson, you will be able to:
• Review articles going on promotion
Business Example
Stores need advance notice to be prepared for promotions. SAP Retail Store givesthem the opportunity to do that.
Figure 85: Promotions: What the Customer Sees
Promotions to the public seem quite simple. The store simply lowers the price.
However, from a logistics and accounting view point, much additional work must bedone to ensure that the right merchandise is on promotion and the right volume of
merchandise is available at the point of sale.
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Unit 7: Information IRT370
Figure 86: Promotions: What Actually is Required
In headquarters a great deal goes into a promotion execution. Through SAP Retail
and SAP Retail Store much associated with promotion planning and execution is
automated.
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Unit Summary IRT370
Unit Summary
You should now be able to:
• Describe the reports available with SAP Retail Store• Release reports to display in SAP Retail Store
• Review allocations from your store.
• Review articles going on promotion
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Unit 8 Accessing Master Data
Unit Overview
Although saved until last, you will note that Master Data is in the center of the Retail
Store screen. This is to emphasize how important master data is to the system.
Master data for the most part is only available for viewing in the store. There are
exceptions, of course; customer master data can be created and changed since the storeis closest to the customer for gathering that information. New articles and vendors for
local purchases can be proposed to headquarters. Headquarters only has the ability to
import, expand and activate these master data for the store.
Unit Objectives
After completing this unit, you will be able to:
• Display particular master data
• Describe the delivered accesses to master data
• Customize the Article Master for use in the Retail Store• View article data using SAP Retail Store
• Customize the vendor master data for SAP Retail
• Propose a new vendor using SAP Retail.
Unit Contents
Lesson: Introduction to Master Data .... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. .. .. 182
Lesson: Article Master Data ... .... ... ... .... ... ... ... .... ... .... .... ... .... .... ... 186
Lesson: Vendor Master Data Maintenance...................................... 190
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Unit 8: Accessing Master Data IRT370
Information on the grouping of articles in Layout modules and the assigning of
modules to the store is also found in the store master data.
Figure 90: SAP Retail Store - Space Management
Interface to external space management systems make a variety of plans available
on mySAP Retail.
The current shelf structure and the next planned structure can be viewed directly
using SAP Retail Store.
If space management software supports conversion of planograms to html format, you
can view graphical displays of individual shelves and products.
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IRT370 Lesson: Introduction to Master Data
Lesson Summary
You should now be able to:
• Display particular master data
• Describe the delivered accesses to master data
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Unit 8: Accessing Master Data IRT370
Lesson: Article Master Data
Lesson OverviewCustomizing specifically for article master data in SAP Retail Store must be completed
before a store can propose new local articles or change existing local articles.
Lesson Objectives
After completing this lesson, you will be able to:
• Customize the Article Master for use in the Retail Store
• View article data using SAP Retail Store
Business ExampleSome articles on sale in stores are provided by local vendors, for example convenience
stores might get milk from a local farm. These articles may need to be changed from
time to time and new articles added for the local store. Article Master data in SAP
Retail Store can be set to allow the stores to propose new articles.
Figur e 91: Article Master Data: Basic Settings
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IRT370 Lesson: Article Master Data
Local article master data changes can be allowed in SAP Retail Store when
customizing is complete. You begin with the Cross-Site Settings for the Article Master
and then you set the Scope of functionality in the Basic Settings.
You can set whether or not listing is allowed, or if only local listing is allowed. You
also can set whether or not the end of listing is allowed.
Can the store add EANs and or Vendors is also determined in the Basic Settings.
Since parked articles, go to the PRICAT, a for processing by headquarters, a catalog
reference can be added to distinguish Retail Store added articles from those sent
by the vendor.
Adding a prefix for local assortment or listing module, allows one to check in the
system which materials are assigned to a store.
When proposing an article without a manufacturer code (EAN/UPC) an internally
issued code has to be assigned as an alternate.
You can, however, override the necessity of assigning an EAN during the store's
preliminary input.
Figure 92: Article Master: Units of Measure
There are four tables to identify the Units of Measure allowed for the articles. The
first identifies all Units of Measure used by a particular Grouping schema. These are
further refined by schemas grouping the units by:
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Unit 8: Accessing Master Data IRT370
Length
Weight
Volume
Figure 93: Article Master: Dialog Structure
There ar e only two maintenance tasks that are available to the stores in Retail Store.
On each tab, delivered with the system, for each task , the fields that are available areidentified on the next level screen. Each field can be set to display only, hidden,
mandatory and ready for input.
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IRT370 Lesson: Article Master Data
Lesson Summary
You should now be able to:
• Customize the Article Master for use in the Retail Store
• View article data using SAP Retail Store
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Unit 8: Accessing Master Data IRT370
Lesson: Vendor Master Data Maintenance
Lesson OverviewWhen vendor maintenance customizing is complete, store users may view and modify
vendor data. Store users may also propose new vendor master data.
Lesson Objectives
After completing this lesson, you will be able to:
• Customize the vendor master data for SAP Retail
• Propose a new vendor using SAP Retail.
Business ExampleThere can be reasons why stores can modify vendor data, perhaps they do business
with a specific local outlet of a national supplier and are aware of changes being made
before headquarters knows. Also, some stores do direct purchasing and might want to
propose a new vendor. Data is entered in the store and parked, for later processing by
headquarters personnel.
Before using Vendor maintenance online, we must first Activate Local Vendors
Function and assign vendors to stores. We must also set additional parameters for the
online display and some limiting factors to ensure good performance.
Figure 94: Basic Settings for the Vendor Master
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IRT370 Lesson: Vendor Master Data Maintenance
The standard customizing schema for Vendor Master, provides for the article identifier
to be EAN/UPC Code (EAN11). It could also be the internal SAP article number.
The Account Group for Parking determines how the Vendor number among other things is assigned. For control purposes it should be internally generated, and the
same account group used by the purchasing department.
Number Bank Accounts, identifies the number of lines for entering bank accounts
for the vendors.
Figure 95: Basic Settings for the Maintenance Dialog Structure (Tab pages
with Fields)
In the Basic Settings for the dialog structure, you determine the number of tab pages
and the fields that they contain. The provided Schema contains all the fields available
for Vendor maintenance.
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Unit 8: Accessing Master Data IRT370
Figure 96: Grouping of Permitted Countries
Setting up a group of permitted countries, sets the countries in the drop-down list on
the online screen. This also speeds the search process by restricting the system to
specific countries.
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IRT370 Lesson: Vendor Master Data Maintenance
Lesson Summary
You should now be able to:
• Customize the vendor master data for SAP Retail
• Propose a new vendor using SAP Retail.
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Unit Summary IRT370
Unit Summary
You should now be able to:
• Display particular master data• Describe the delivered accesses to master data
• Customize the Article Master for use in the Retail Store
• View article data using SAP Retail Store
• Customize the vendor master data for SAP Retail
• Propose a new vendor using SAP Retail.
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IRT370 Course Summary
Course Summary
You should now be able to:
• Configure SAP Retail to communicate with SAP Retail Store
• Explain the processes available through SAP Retail Store
• Use SAP Retail Store to perform store tasks
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Course Summary IRT370
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Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracy
and completeness of the materials. If you have any corrections or suggestions for
improvement, please record them in the appropriate place in the course evaluation.
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