e第三方訂單處理流程

1、Conten ts:Creat ing a sales orderCreati ng a purchase orderPost ing goods issuePosti ng inv oice receipt for the purchase orderInv oic ing the sales order2SAP AG 1999SAP AG 1999At the con clusi on of this un it, you will be able to:Provide third-party order process ing for certa in materialsCreate a

2、 sales order with third-party order process ingFind the respective purchase requisiti on in the systemExpla in how third-party order process ing is in itiated automatically from a sales orderConvert the automatically-created purchase requisiti on into a purchase orderPost goods receipt for a purchas

3、e order with a third-party itemExpla in which acco unts are to be posted to for the goods receipt and with which amountsPost the in voice receipt manu ally to in voice verificati onExplai n to which acco unts post ings are made duri ng these activitiesIn eerta in sales activities, the eompa ny arran

4、 ges for direct delivery of goods from the ven dor to the customer, without the goods hav ing to be processed through the company 憩 own warehouse.SAP AG 19991000SAP AG 1999The purchase order of the customer is first en tered in a sales orga ni zati on of your compa ny as a sales order (applicati on

5、SD). A purchase requisiti on is automatically created from the order.Afterwards, a purchase order for the exter nal ven dor is created in the MM purchas ing applicati on. This order states that all goods are to be delivered directly to the customer.As soon as the ven dor con firms to you that the ou

6、tbo und delivery is complete, you post a goods receipt so that this information is recorded in the system.In the applicati on MM In voice Verificati on, you en ter the in voice issued by the ven dor to your compa ny for the goods delivered by the ven dor to the customer.Fin ally, you gen erate the S

7、D billi ng activities to your customer.Third-party order processing is initiated when you enter a sales order with a third-party item. Either the order con sists partially of third-party items or all the items in the order are third-party items.Depe nding on how your system is con figured in Customi

8、z ing, third-party item categories can be determ ined automatically by the system for the respective materials (automatic third-party order process in g).However, so that you can process materials that you normally deliver yourself as third-party items, you can manually change a standard item into a

9、 third-party item by entering the respective item category (ma nual third-party order process in g).During automatic scheduling of third-party order items, the system takes into consideration the pla nned delivery time from the material master; that is, the time the ven dor requires to deliver the g

10、oods. The purchasing department processing time, that is, the time the purchasing department requires to process the third-party orders, is also in cluded. The purchas ing departme nt process ing time is assig ned to the pla nt in Customiz ing.Creating the Purchase RequisitionOrderAvailability check

11、Assig nment ofsource of supplyCustomerItemcat.TASPurchase* requisitionReleaseVendorDeterm in ati on ofprocedureItem categoryS source of supplyAcctAssgmtCat.XSAP AG 1999In sta ndard customiz ing for sales (IMG), the system is con figured so that a purchase requisiti on is automatically created in pur

12、chas ing whe n you save the sales order to the database.Here, a separate purchase requisition item is automatically created for each third-party item. While creati ng the purchase requisiti on, the system automatically determ ines a ven dor for each requisiti on item. If a third-party order item has

13、 more than one schedule line, the system creates a purchase requisition item for each such line.You can branch to the the display of created purchase requisition items from the schedule line of the sales order.In the sales order, you can make subsequent changes to the quantity and delivery date for

14、a third- party order item. The changes you make are automatically copied into the respective purchase requisiti on, provided the release status of the purchase requisiti on still allows this.The purchase requisiti on has the acco unt assig nment for the sales order. This acco unt assig nment cannot

15、be cha nged in the purchase requisiti on.Structure of Order with Third-Party ItemHeaderItem 10Schedule line 1ORTASCSSales document typeItem categorySched. categoryItem 20Schedule line 1Schedule line 2Item categorySched.categorySched.categorySAP AG 1999The sales document consists of the document head

16、er and an arbitrary number of items. Each item can have any nu mber of schedule lin es. At the schedule line level you find the procureme nt and the distributi on data.The sales documents are customized for header, item, and schedule-line settings, in accordanee with the respective structure. The co

17、ntrol instruments involved include the sales document type, the item category, and the schedule line category.You create third-party order items by creat ing a sta ndard sales order (for example, sales docume nt type OR for a sta ndard order).Item category TAS is defined in standard Customizing for

18、third-party order items. Also, the system is con figured so that schedule line category CS ( -party “)is dthtedmined for th-pdarty order items.The sales order can consist of further third-party order items or items with other item categories.Sales documentSales document typeMaterial masterftem categ

19、ory groupView:Sales: SaiesOrg 2Item usageItem category ofsuperior itemJflJDetermination of Item CategoryItem category(ies)System defau It AlternativesFor the most part, the item category depends on the sales document type and the item category group of the material.The two other factors, that is, it

20、em usage and item categoy of the superior item, are of minor importa nee in third-party order process ing.Using the item category group, you can group different materials from the view of sales.For example, you should assig n the item category group BANS ( -party item “ thido materials whose sales a

21、re processed solely as third-party orders. The item category assig nment in the sta ndard system triggers off automatic determ in ati on of the item category TAS.The item category determ ined by the system can be cha nged if you have defi ned allowed alter natives in Customizing. You typically use t

22、his option if you wish to have a material that you normally deliver yourself delivered by an exter nal ven dor directly to the customer.Sched.category CSThird-partyMoveme nt typeItem releva nt for deliveryItem categoryAcctAssgmtCat.Purchase requisiti onThird-partyAuxil.acc nt assig nmentsOrderPurcha

23、seDelivery Schedule Line Category for Third-Party Order Process ingrequisiti onSave orderSAP AG 1999In the standard system, schedule line category CS ( -party “)is utteidito process thpalrty order items.Since third-party order items are not supplied by your compa ny, you do not have to post the good

24、s issue in your system. Therefore, the schedule line category CS in Customizing does not contain a moveme nt type and is not set as being releva nt for delivery.In the sta ndard system vers ion, a purchase requisiti on is automatically created for third-party items from the sales order as soon as th

25、e sales order is saved to the database. Also, the Customizing sett ings for schedule line category CS contain the specificati on of a docume nt type for the purchase requisiti on as well as the item category (with in ter nal character represe ntati on) and the acco unt assig nment category.Sales doc

26、umentMaterial masterView:MRP 1Determination of the Schedule Line CategorySchedule line categories are assig ned to item categories.The aims of this assig nment are:? To have the system automatically propose a schedule line category when the order is entered into the system? To define the schedule li

27、ne categories that can be chosen by the user if the default value is to be changedThe assig nment is in flue need by the MRP type from the material master record.Whe n automatically determ ining the schedule line category, the system proceeds in two steps:? In the first step, the system tries to det

28、erm ine the schedule line category using the key comb in ati on for item category / MRP type.? If no schedule line category is found, the system searches using the key comb in ati on for item category / no MRP type.? Therefore, if there are materials where the MRP type is not maintained in the mater

29、ial master record, but a schedule line category n eeds to be found, the Customiz ing setti ngs for the schedule li ne category assig nment must con tai n a line with the item category and MRP type set to bla nk. This is the case, for example, for item category TAS in the sta ndard vers ion so that s

30、chedule line category CS is determ ined by the system in this case.In third-party order processing, purchase orders are created from purchase requisitions in the normal way.Whe n a purchase order is created, the system automatically adopts as the delivery address the address of the goods recipie nt

31、from thc respective sales order.You can main tai n order texts in the sales order for each third-party order item. These are automatically copied into the purchase order when it is created.The nu mber of the created purchase order appears in the docume nt flow for the sales order. From there you can

32、 also branch to the purchase order.Third-Party Item in the Purchase OrderOrderQuantity / deadli nechange JPurchasePurchaserequisiti on/order/ /Vendor/Item category SAcctAssgmtCat. XSAP AG 1999Third-party order items in purchase orders are marked with item category S.Third-party items must have an ac

33、co unt assig nment; in the sta ndard vers ion, acco unt assig nment category X (“ all auxiliary acco unt assig nments“)is used.Any qua ntity and date cha nges that you make in the purchase order are automatically copied into the sales order. Such cha nges may be n ecessary, for example, if the ven d

34、or reports differe nt dates and qua ntities.Note:If there is already a purchase order for a bus in ess tran sacti on and you wish to make cha nges in the sales order, you must execute these cha nges manu ally in the purchase order since this is not updated automatically. It could happe n, for exampl

35、e, that the customer receives a delivery of goods although they have already can celed the sales order.To monitor such activities, you can also use the report SDMFSTRP to create a list of all sales orders with third-party order items where there are qua ntity differe nces betwee n purchas ing and sa

36、les.3rd Process Step: Post Goods Receiptorganization 1000 Company 1000SAP AG 1999You can set the bus in ess process in such a way that the entry of the ven dor in voice receipt is only possible if a goods receipt for the purchase order was en tered in the system beforeha nd also.In this way you prev

37、ent the situation where the customer receives a billing document even though the delivery has not yet take n place.You post the goods receipt on ly whe n the ven dor reports to you that they have slipped the delivery. Alter natively, you can have the receipt of the delivery con firmed by the custome

38、r.To be able to use this monitoring feature, set the GR indicator in the purchase order item or perform the required sett ings in Customiz ing.Since no goods flow takes place in your company, the goods receipt posting serves solely as a value update for your system.4th Process Step: Post Inv oice Re

39、ceipt for Purchase Orderorganization 1000 Company 1000SAP AG 1999You en ter an in voice receipt for the respective in voice from the ven dor using the Logistics in voice verification module.If goods receipt is provided for in your bus in ess process for third-party order process ing, you can only po

40、st the in voice receipt after you have en tered the goods receipt into the system.As soon as the in voice receipt is recorded in the system, you can in itiate the billi ng of the customer.The sales order is the n contained in the billi ng due list and is processed in the n ext multiple process ing r

41、un for billi ng docume nts.The billi ng date releva nt for this due list corresp onds to the post ing date of the in voice receipt docume nt.Since no delivery exists in the system for third-party order items, you set the indicator for order- related billi ng duri ng select ion of the docume nts to b

42、e billed.Billi ng Releva nee and Billi ng Qua ntityItem category TAS?Third-party itemBilli ng releva neeFReleva nt for order-related billi ng: Status based upon GR qua ntityOrderPurch.orderGoodsreceiptM-0310 pcsM-0310 pcsM-039 pcsIn voiceIn voice-receiptto customerM-039 pcsM-039 pcsSAP AG 1999If the

43、 billi ng-releva nee in dicator in Customiz ing is set to F (releva nt for order-related billi ng: Status accord ing to IR qua ntity), the system in cludes the order in the billi ng due list only whe n the ven dor in voice has bee n received and en tered into the system.In the copy ing con trol for

44、sales docume nt to billi ng docume nt, the sta ndard sett ing for the third-party order item category defi nes that the qua ntity from the in voice receipt docume nt, not the order qua ntity, for example, is copied into the billi ng docume nt ( In voiced qua ntity field).Third-Party Order Process in

45、g: Checklist for Customizi ngIf you are impleme nti ng user-defi ned objects in sales docume nt con trol:Defi niti on of a third-party item category (in cludes defi ning billi ng releva nee)Maintenance of item category determ in ati onDefi niti on of a schedule line category for third- party order p

46、rocess ing (in cludes assig nment of the docume nt type to the purchase requisiti on) Maintenance of schedule line category determ in ati onMaintenance of copy ing con trol for sales docume nt to billi ng (in cludes determ in ati on of billi ng qua ntity)SAP AG 1999Third-Party Order Process ing: Un

47、it SummaryYou are now able to:Provide third-party order process ing for certa in materialsCreate a sales order with a third-party itemDetermi ne the respective purchase requisiti onExplain how third-party order processing is automatically triggered from a sales orderConvert the automatically-created

48、 purchase requisiti on into a purchase orderPost goods receipt for a purchase order with a third- party itemExplai n which acco unts are to be posted to through the goods receipt and with what amountsPost the in voice receipt manu ally for in voice verificati onExpla in which acco unts are posted to

49、 duri ng these activitiesSAP AG 1999Topic:Preparati onsThird-party order processing - ExercisesUn it:Third-party order process ingAt the conclusion of this exercise, you will be able to:? Provide third-party order processing for certain materialsYou and a ven dor have agreed that the ven dor will de

50、liver a certa in material directly to your customer whe n you receive a purchase order for it. This arrangement is particularly useful for this material because you only receive orders for it occasi on ally and you would no rmally n eed a sales order to procure it. So esse ntially, this arra ngeme n

51、t saves you a step.1- 1 There is already a master record (T-AUC#) for the material described in the en terprise sce nario above as well as one for ven dor 1010. Since you have occasi on ally obta ined this material from this ven dor before, a purchas ing info record also exists in the system.Display

52、 the purchasing info record and use it to complete the following list:Ven dor:1010Material:T-AUC#Purchas ing orga ni zatio n: 1000Pla nt:12#Net price:1- 2Now mai ntain ven dor 1010 in the source list for material T-AUC# in pla nt 12#as the preferred source of supply. The entry should be valid from t

53、oday un til the end of the year.Purchas ing orga ni zatio n:1000 ChooseFix.1- 3 Material T-AUC# should normally be delivered to your customer via third-party order processing.Therefore, change the item category group in the material master.Choose theSales: Sales Org. Data 2view. Sales organization:1

54、000 Distr. channel: 12Item category group: BANSExercisesUn it:Third-party order process ingTopic:Creati ng a sales orderAt the conclusion of this exercise, you will be able to:? Create a sales order with third-party order processing? Find the respective purchase requisition in the system? Explain ho

55、w third-party order processing is initiated automatically from a sales orderOne of your customers orders the material for which you have set up third-party order process ing. A purchase requisiti on is to be gen erated automatically from the sales order. The purchase requisition can later be easily

56、cha nged to a third-party purchase order.2- 1 You receive the followi ng purchase order for the material that is to be shipped directly from your ven dor to the customer:Purchase orderCustomer:2004Purchase order nu mber:#-tpRequested delivery date:curre nt date + 1 workdayMaterialQua ntityT-AUC#10 P

57、C2- 1-1 Create a sales order for this purchase order.Order type: OR2- 1-2 Can the material be delivered by the requested delivery date? List the reas on(s) for the system resp on se.2-1-3 Accept the scheduli ng default forComplete delivery.2-1-4 Which pla nt supplied this item for outbo und delivery?2-1-5 What is the net volve of the order item?2-1-6 Save the sales order.List its docume nt nu mber below.Sales order #-tp:2-2 Check to make sure that a purchase requisiti on was automatically gen er