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EMC ViewPoint for SAPSales and Distribution Module

Version 2.0

USER MANUALP/N 300-002-933

REV A02

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ii

Copyright © 2006 EMC Corporation. All rights reserved.Published February, 2006

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All other trademarks used herein are the property of their respective owners.

EMC ViewPoint for SAP SD Module User Manual

Contents

Preface ............................................................................................................................. v

Chapter 1 Using the ViewPoint for SAP SD ModuleIntroduction ...................................................................................... 1-2Application functions...................................................................... 1-3

Navigation in ViewPoint SD Module up to 4.5x.................. 1-3Navigation in ViewPoint SD Module from 4.6..................... 1-4

Display transactions ........................................................................ 1-5Transaction overview ............................................................... 1-5Transactions regarding customer operations........................ 1-7Document display transactions .............................................. 1-9

ABAP/4 interfaces to the ViewPoint SD Module ..................... 1-13Access via ABAP/4 routines................................................. 1-13Logical databases .................................................................... 1-13Access via conversion tool..................................................... 1-14

EMC ViewPoint for SAP SD Module User Manual iii

Contents

EMC ViewPoint for SAP SD Module User Manualiv

Preface

As part of an effort to improve and enhance the performance and capabilities of its product line, EMC from time to time releases revisions of its hardware and software. Therefore, some functions described in this manual may not be supported by all revisions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes.

If a product does not function properly or does not function as described in this manual, please contact your EMC representative.

ViewPointFunctionality

This document describes how to use the various components that make up EMC ViewPoint for SAP Sales and Distribution (SD) Module. EMC’s technology allows you to effectively manage your application data by providing the ability to define the access, retention, and service level requirements for any business transaction at each point in its lifecycle.

Audience This guide is part of the ViewPoint documentation set, and is intended for use by anyone using the ViewPoint for SAP SD Module. It is assumed that the installer has a working knowledge of SAP Basis, and has the appropriate levels of responsibilities to perform the tasks described.

EMC ViewPoint for SAP SD Module User Manual v

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Preface

RelatedDocumentation

Be sure to review the EMC ViewPoint for SAP Release Notes for the most up-to-date information on product features.

The following list of related documents are available on the EMC ViewPoint for SAP Documentation CD that was delivered with your EMC ViewPoint SAP software CD.

Both the release notes and documentation CD can be found at:

http://Powerlink.EMC.com

Introductory� EMC ViewPoint for SAP Documentation CD

� EMC ViewPoint for SAP Release Notes

Installation� EMC ViewPoint for SAP Modules Installation Manual

� EMC ViewPoint for SAP Analyzer Plus Installation and User Manual

� EMC ViewPoint for SAP BW Analyzer Installation Manual

� EMC ViewPoint for SAP Construction and Maintenance Installation Manual

� EMC ViewPoint for SAP Fiscal Year Reporter Module Installation and User Manual

Miscellaneous� EMC ViewPoint for SAP Material Master Data, Batches, Special

Stocks, and BOMs Module Modification Manual

Administrative� EMC ViewPoint for SAP Controlling Line Items Module

Administration Manual

� EMC ViewPoint for SAP Financial Accounting and Material Documents Module Administration Manual

� EMC ViewPoint for SAP Purchasing Module Administration Manual

� EMC ViewPoint for SAP Sales and Distribution Module Administration Manual

� EMC ViewPoint for SAP Production Orders Module Administration Manual

� EMC ViewPoint for SAP Agency Business Module Administration Manual

� EMC ViewPoint for SAP Construction and Maintenance Module Administration Manual


Preface

� EMC ViewPoint for SAP Costing-Based Profitability Analysis Module Administration Manual

� EMC ViewPoint for SAP Master Data Changes Module Administration Manual

� EMC ViewPoint for SAP Data Retention Tool Module Administration Manual

� EMC ViewPoint for SAP Contract Account Documents Module Administration Manual

� EMC ViewPoint for SAP HR Archiving Objects Module Administration Manual

� EMC ViewPoint for SAP Material Ledger Documents Module Administration Manual

� EMC ViewPoint for SAP Material Master Data, Batches, Special Stocks, and BOMs Module Administration Manual

� EMC ViewPoint for SAP Controlling Orders Module Administration Manual

� EMC ViewPoint for SAP Profit Center Line Items Module Administration Manual

� EMC ViewPoint for SAP Plant Maintenance Module Administration Manual

� EMC ViewPoint for SAP Production Orders Module Administration Manual

� EMC ViewPoint for SAP Process Orders Module Administration Manual

� EMC ViewPoint for SAP Project Systems Module Administration Manual

� EMC ViewPoint for SAP Line Items Module Administration Manual

� EMC ViewPoint for SAP Special Ledger Module Administration Manual

� EMC ViewPoint for SAP Warehouse Management Module Administration Manual

� EMC ViewPoint for SAP Custom Module Administration Manual

User� EMC ViewPoint for SAP Analyzer Plus Installation and User Manual

� EMC ViewPoint for SAP Analyzer Lite Installation and User Manual

EMC ViewPoint for SAP SD Module User Manual vii

viii

Preface

� EMC ViewPoint for SAP Analyzer BW User Manual

� EMC ViewPoint for SAP Controlling Line Items Module User Manual

� EMC ViewPoint for SAP Financial Accounting and Material Documents Module User Manual

� EMC ViewPoint for SAP Purchasing Module User Manual

� EMC ViewPoint for SAP Sales and Distribution Module User Manual

� EMC ViewPoint for SAP Production Orders Module User Manual

� EMC ViewPoint for SAP Modules Utilities User Manual

� EMC ViewPoint for SAP Agency Business Module User Manual

� EMC ViewPoint for SAP Construction and Maintenance Module User Manual

� EMC ViewPoint for SAP Costing-Based Profitability Analysis Module User Manual

� EMC ViewPoint for SAP Master Data Changes Module User Manual

� EMC ViewPoint for SAP Contract Account Documents Module User Manual

� EMC ViewPoint for SAP HR Archiving Objects Module User Manual

� EMC ViewPoint for SAP Material Ledger Documents Module User Manual

� EMC ViewPoint for SAP Material Master Data, Batches, Special Stocks, and BOMs Module User Manual

� EMC ViewPoint for SAP Controlling Orders Module User Manual

� EMC ViewPoint for SAP Profit Center Line Items Module User Manual

� EMC ViewPoint for SAP Plant Maintenance Module User Manual

� EMC ViewPoint for SAP Production Orders Module User Manual

� EMC ViewPoint for SAP Process Orders Module User Manual

� EMC ViewPoint for SAP Project Systems Module User Manual

� EMC ViewPoint for SAP Special Ledger Module User Manual

� EMC ViewPoint for SAP Export Interface for Special Ledger Data User Manual

� EMC ViewPoint for SAP Warehouse Management Module User Manual


Preface

� EMC ViewPoint for SAP Fiscal Year Reporter Module Installation and User Manual

Conventions Used inThis Guide

EMC uses the following conventions for notes, cautions, warnings, and danger notices.

Note: A note presents information that is important, but not hazard-related.

CAUTION!A caution contains information essential to avoid data loss or damage to the system or equipment. The caution may apply to hardware or software.

WARNING

A warning contains information essential to avoid a hazard that can cause severe personal injury, death, or substantial property damage if you ignore the warning.

DANGER

A danger notice contains information essential to avoid a hazard that will cause severe personal injury, death, or substantial property damage if you ignore the message.

Typographical ConventionsEMC uses the following type style conventions in this guide:

bold • User actions (what the user clicks, presses, or selects)• Interface elements (button names, dialog box names)• Names of keys, commands, programs, scripts, applications,

utilities, processes, notifications, system calls, services, applications, and utilities in text

italic • Book titles• New terms in text• Emphasis in text

Courier • Prompts • System output • Filenames • Pathnames• URLs • Syntax when shown in command line or other examples

EMC ViewPoint for SAP SD Module User Manual ix

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Preface

Where to Get Help EMC support, product, and licensing information can be obtained as follows.

Product information — For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at:

http://Powerlink.EMC.com

Technical support — For technical support, go to EMC WebSupport on Powerlink. To open a case on EMC WebSupport, you must be a WebSupport customer. Information about your site configuration and the circumstances under which the problem occurred is required.

Your Comments Your suggestions will help us continue to improve the accuracy, organization, and overall quality of the user publications. Please send your opinion of this guide to:

[email protected]

Courier, bold • User entry• Options in command-line syntax

Courier italic • Arguments in examples of command-line syntax• Variables in examples of screen or file output• Variables in pathnames

<> Angle brackets for parameter values (variables) supplied by user.

[] Square brackets for optional values.

| Vertical bar symbol for alternate selections. The bar means or.

... Ellipsis for nonessential information omitted from the example.


http://powerlink.emc.com

1Invisible Body Tag

This chapter includes these topics:

� Introduction ........................................................................................1-2� Application functions ........................................................................1-3� Display transactions ..........................................................................1-5� ABAP/4 interfaces to the ViewPoint SD Module .......................1-13

Using the ViewPoint forSAP SD Module

Using the ViewPoint for SAP SD Module 1-1

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Using the ViewPoint for SAP SD Module

IntroductionThe ViewPoint modules are constructed in modular form and cover the application modules FI, SD, MM, CO, etc. with a special program package for exactly this application. You can easily see from the name which ViewPoint module belongs to which SAP module: FI, SD, MM, CO, etc. All ViewPoint modules have in common that they can be easily installed in the SAP R/3 system via the SAP transport utilities "tp" and "SAINT". Installation details of the ViewPoint modules are in the EMC ViewPoint for SAP Modules Installation Manual.

This manual on the display transaction and application programs was written to support you when using the ViewPoint CSD Module. The EMC ViewPoint for SAP Sales and Distribution Module Administration Manual contains information regarding construction and administration of the ViewPoint SD Module.

The EMC ViewPoint for SAP Modules Utilities User Manual also contains additional module information.



Application functions

Navigation in ViewPoint SD Module up to 4.5x

ViewPoint has integrated in its software a start menu which corresponds to the SAP standard menu S000 after having registered in the SAP system. The only difference is the additional function button "ViewPoint modules," as shown in Figure 1-1, “ViewPoint start menu after registration in SAP system.”

Figure 1-1 ViewPoint start menu after registration in SAP system

In order to use this menu, you only have to enter start menu "YPBS" for users up to 3.1 respectively "/PBS/PBS" for users in all 4.0 releases and /PBS/PBS_45 from release 4.5.

After pressing the button, you get to the main menu transactions for the ViewPoint modules, by which you can address the different modules in a comfortable way, as shown in Figure 1-2, “ViewPoint main menu with branching off to ViewPoint SD Module.”

Figure 1-2 ViewPoint main menu with branching off to ViewPoint SD Module

Application functions 1-3

1-4


Navigation in ViewPoint SD Module from 4.6

From the Easy Access menu you can easily navigate via the button ’User menu’ through the functions of the ViewPoint SD Module. This is possible when your system administrator has added the role/activity group to your user profile, as shown in Figure 1-3, “ViewPoint Module in SAP Easy Access menu.”

Figure 1-3 ViewPoint Module in SAP Easy Access menu



Display transactionsWith the ViewPoint SD Module the transactions listed in Table 1-1, “ViewPoint transactions for sales documents,” are available which read documents from the operative tables of the SAP system and documents from the ViewPoint archive. In general, you can also start these functions via the ViewPoint navigation tools described in “Navigation in ViewPoint SD Module up to 4.5x” on page 1-3 and “Navigation in ViewPoint SD Module from 4.6” on page 1-4.

Note: From release 4.0 the ViewPoint transaction names are composed of the corresponding SAP names by concatenating "/PBS/" and the SAP original name e.g., SAP: FB03 becomes /PBS/VA03.

Transaction overview

Table 1-1 ViewPoint transactions for sales documents

Release 3.x Release 4.x Corresponding SAP transaction Description

ZA03 /PBS/VA03 VA03 Display sales order

ZA05 /PBS/VA05 VA05 List of sales orders

ZA13 /PBS/VA13 VA13 Display inquiry

ZA15 /PBS/VA15 VA15 List of inquiries

ZA23 /PBS/VA23 VA23 Display quotation

ZA25 /PBS/VA25 VA25 List of quotations

ZA43 /PBS/VA43 VA43 Display contract

ZA45 /PBS/VA45 VA45 List of contracts

ZA33 /PBS/VA33 VA33 Display scheduling agreement

ZA35 /PBS/VA35 VA35 List of scheduling agreements

Display transactions 1-5

1-6


Table 1-2 ViewPoint transactions for invoice documents


ZF03 /PBS/VF03 VF03 Display billing document

ZF05 /PBS/VF05 VF05 List of billing documents

ZF23 /PBS/VF23 VF23 Display invoice list

ZF25 /PBS/VF25 VF25 Invoice lists

-- /PBS/VF31 VF31 Output from billing documents

Table 1-3 ViewPoint transactions for shipment documents


ZV03 /PBS/VL03 VL03 Display outbound delivery

-- /PBS/VL03N VL03N Display outbound delivery

ZV05 /PBS/VL05 VL05 List of deliveries

/PBS/VL33 VL33 Display inbound delivery

/PBS/VL33N VL33N Display inbound delivery

-- /PBS/VL71 VL71 Output from outbound deliveries

-- /PBS/HUMO HUMO Selection of Handling Units

-- /PBS/HU03 HU03 Display of Handling Units

Table 1-4 ViewPoint transactions for customer primary requirement


ZD83 /PBS/MD83 MD83 Display customer indep. Requirements

ZD85 /PBS/MD85 MD85 Display list customer indep. Requirements

Table 1-5 ViewPoint transactions for shipment


-- /PBS/VT03 VT03 Display shipment

-- /PBS/VT03N VT03N Display shipment

-- /PBS/VT11 VT11 Display list of deliveries



In principle, the transactions are analogue in their functionality to the SAP standard transactions if a comparable transaction exists. Please see the SAP documentation for the detailed description of the transactions. In the following chapters we discuss additional transactions and the differences compared to the standard.

Transactions regarding customer operations

In this section we discuss archive transaction /PBS/VA05 displaying customer orders. This transaction is analogue to SAP transaction VA05, however, is supplemented by an additional field. Here the user can restrict the selection volume by choosing: : ’1=Archive+Database 2=Database 3=Archive’. The entry of the corresponding number 1, 2 or 3 means that the customer orders are either displayed from the R/3 database or from the archive or from both data sources.

Transactions /PBS/VA15, /PBS/VA25, /PBS/VA35, /PBS/VA45, /PBS/VF05 and /PBS/VL05 (inquiries, quotations, delivery schedules, contracts and delivery notes regarding the customer) are

Table 1-6 Other transactions


ZCSD /PBS/CSD -- Range menu CSD

ZPBS /PBS/MAIN -- Range menu ViewPoint

YPBS /PBS/PBS -- Call ViewPoint menu


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analogue with regard to their display and handling, as shown in Figure 1-4, “Selection screen ViewPoint transaction /PBS/VA05.”

Figure 1-4 Selection screen ViewPoint transaction /PBS/VA05

The selection made here shows all customer orders for ordering party 2200 and document date 01.01.1997 to 31.12.1997. In this respect, the documents from the SAP database and the documents from the ViewPoint archive are considered.



Having pressed the enter key, the customer orders which have been found are listed in table form, as shown in Figure 1-5, “Overview in table form of the customer orders.”

Figure 1-5 Overview in table form of the customer orders

You can see from column "A" if the displayed order is contained in the archive add on or in the SAP database. In the first case the column is qualified with '*'; otherwise it is empty. By moving the cursor to a customer order and via double click on this order with the left mouse key you branch off to transaction <Display order>. If the selected order is contained in the SAP database, you branch off into SAP transaction VA02. Should it be contained in the archive you get to transaction /PBS/VA03 displaying the archived document analogue to SAP transaction VA03.

Document display transactions

In analogy to the SAP standard document transactions for inquiries, quotations, delivery schedules, contracts, invoices and delivery notes (VA03, VA13, VA23, VA33, VA43, VF03 und VL03 / VL03N) there are the ViewPoint transactions /PBS/VA03, /PBS/VA13, /PBS/VA23, /PBS/VA33, /PBS/VA43, /PBS/VF03 and /PBS/VL03.


1-10


The ViewPoint document transactions display the same fields like the SAP transactions. They show the difference between data from the R/3 database and the archive, in case the display of the archive data bears the archive indicator.

In this section we discuss the example of archive transaction /PBS/VA03. Figure 1-6, “Entry screen of transaction /PBS/VA03,” shows the entry screen of this transaction, being identical to the one of SAP standard transaction VA03.

Figure 1-6 Entry screen of transaction /PBS/VA03



After pressing the enter key the customer order is displayed, as shown in Figure 1-7, “Display customer order /PBS/VA03.”

Figure 1-7 Display customer order /PBS/VA03

Via the document flow, you can move from the transaction into the corresponding document display transactions, for example, of the delivery note or the invoice. You can also move to the document display of financial accounting (/PBS/FB03) if the ViewPoint CFI Module for accounting documents is constructed.

PBS Archive Flag


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Figure 1-8, “Document flow from customer order,” shows the display of the document flow, again showing the archive indicator.

Figure 1-8 Document flow from customer order

PBS Archive Flag



ABAP/4 interfaces to the ViewPoint SD ModuleYou can access all data stored in the ViewPoint modules with ABAP means.

The following describes the methods and auxiliary programs for the access to the data archived with the ViewPoint SD Module.

There are several ways to access this data:

� ABAP/4 routines in the central access reports

� Logical databases

� Function module /PBS/SELECT_INTO_TABLE (or 3.x: SELECT_PBS_INTO_TABLE)

Access via ABAP/4 routines

All important routines required for the access to archive data are stored in the ABAP report /PBS/CSD_READ (respectively 3.x: ZZCVREAD. The methods of how to access the ViewPoint archive can be copied from the archive reading programs /PBS/CSD_TSRD and /PBS/CSD_SCAN or the example reports for the archive access - can be called via transaction code /PBS/ZVT2.

Logical databases The logical databases listed in Table 1-7, “Logical databases,” are available. In the left column of the table the logical SAP databases are listed for which ViewPoint provides own pendants for SAP releases 3.x and 4.x (2. and 3. column). With the logical ViewPoint databases the archived data in the ViewPoint module is read in addition to the resident data in the database.

Table 1-7 Logical databases

SAP standard ViewPoint release 4.x ViewPoint release 3.x Name

VAV /PBS/VAV ZAV Orders

VLV /PBS/VLV ZLV Deliveries

VFV /PBS/VFV ZFV Invoices

ABAP/4 interfaces to the ViewPoint SD Module 1-13

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Access via conversion tool

ABAP reports using the SELECT command to access the R/3 database can be modified with the ViewPoint Conversion Tool in a way that they can also access the data from the ViewPoint module. For this purpose, function module /PBS/SELECT_INTO_TABLE (respectively 3.x: SELECT_PBS_INTO_TABLE) is used; this function module accesses the archive add on and displays the data records of the requested table in an internal table.

Features and handling of the ViewPoint Conversion Tool are described in the EMC ViewPoint for SAP Modules Utilities User Manual.
