e第三方订单处理流程

1、00.20.30.4n The purchase order of the customer is first entered in a sales organization of your company as a sales order (application SD). A purchase requisition is automatically created from the order.n Afterwards, a purchase order for the external vendor is created in the MM purchasing application

2、. This order states that all goods are to be delivered directly to the customer.n As soon as the vendor confirms to you that the outbound delivery is complete, you post a goods receipt so that this information is recorded in the system.n In the application MM Invoice Verification, you enter the invo

3、ice issued by the vendor to your company for the goods delivered by the vendor to the customer.n Finally, you generate the SD billing activities to your customer. 0.5n Third-party order processing is initiated when you enter a sales order with a third-party item. Either the order consists partially

4、of third-party items or all the items in the order are third-party items.n Depending on how your system is configured in Customizing, third-party item categories can be determined automatically by the system for the respective materials (automatic third-party order processing). However, so that you

5、can process materials that you normally deliver yourself as third-party items, you can manually change a standard item into a third-party item by entering the respective item category (manual third-party order processing). n During automatic scheduling of third-party order items, the system takes in

6、to consideration the planned delivery time from the material master; that is, the time the vendor requires to deliver the goods. The purchasing department processing time, that is, the time the purchasing department requires to process the third-party orders, is also included. The purchasing departm

7、ent processing time is assigned to the plant in Customizing.0.6n In standard customizing for sales (IMG), the system is configured so that a purchase requisition is automatically created in purchasing when you save the sales order to the database. n Here, a separate purchase requisition item is auto

8、matically created for each third-party item. While creating the purchase requisition, the system automatically determines a vendor for each requisition item. If a third-party order item has more than one schedule line, the system creates a purchase requisition item for each such line.n You can branc

9、h to the the display of created purchase requisition items from the schedule line of the sales order.n In the sales order, you can make subsequent changes to the quantity and delivery date for a third-party order item. The changes you make are automatically copied into the respective purchase requis

10、ition, provided the release status of the purchase requisition still allows this.n The purchase requisition has the account assignment for the sales order. This account assignment cannot be changed in the purchase requisition.0.7n The sales document consists of the document header and an arbitrary n

11、umber of items. Each item can have any number of schedule lines. At the schedule line level you find the procurement and the distribution data.n The sales documents are customized for header, item, and schedule-line settings, in accordance with the respective structure. The control instruments invol

12、ved include the sales document type, the item category, and the schedule line category.n You create third-party order items by creating a standard sales order (for example, sales document type OR for a standard order). n Item category TAS is defined in standard Customizing for third-party order item

13、s. Also, the system is configured so that schedule line category CS (“third-party“) is determined for third-party order items. n The sales order can consist of further third-party order items or items with other item categories.0.8n For the most part, the item category depends on the sales document

14、type and the item category group of the material.The two other factors, that is, item usage and item categoy of the superior item, are of minor importance in third-party order processing.n Using the item category group, you can group different materials from the view of sales.For example, you should

15、 assign the item category group BANS (“third-party item“) to materials whose sales are processed solely as third-party orders. The item category assignment in the standard system triggers off automatic determination of the item category TAS.n The item category determined by the system can be changed

16、 if you have defined allowed alternatives in Customizing. You typically use this option if you wish to have a material that you normally deliver yourself delivered by an external vendor directly to the customer.0.9n In the standard system, schedule line category CS (“third-party“) is used to process

17、 third-party order items. n Since third-party order items are not supplied by your company, you do not have to post the goods issue in your system. Therefore, the schedule line category CS in Customizing does not contain a movement type and is not set as being relevant for delivery.n In the standard

18、 system version, a purchase requisition is automatically created for third-party items from the sales order as soon as the sales order is saved to the database. Also, the Customizing settings for schedule line category CS contain the specification of a document type for the purchase requisition as w

19、ell as the item category (with internal character representation) and the account assignment category. 0.10n Schedule line categories are assigned to item categories.n The aims of this assignment are: To have the system automatically propose a schedule line category when the order is entered into th

20、e system To define the schedule line categories that can be chosen by the user if the default value is to be changedn The assignment is influenced by the MRP type from the material master record. n When automatically determining the schedule line category, the system proceeds in two steps: In the fi

21、rst step, the system tries to determine the schedule line category using the key combination for item category / MRP type. If no schedule line category is found, the system searches using the key combination for item category / no MRP type. Therefore, if there are materials where the MRP type is not

22、 maintained in the material master record, but a schedule line category needs to be found, the Customizing settings for the schedule line category assignment must contain a line with the item category and MRP type set to blank. This is the case, for example, for item category TAS in the standard ver

23、sion so that schedule line category CS is determined by the system in this case.0.11n In third-party order processing, purchase orders are created from purchase requisitions in the normal way. n When a purchase order is created, the system automatically adopts as the delivery address the address of

24、the goods recipient from thc respective sales order.n You can maintain order texts in the sales order for each third-party order item. These are automatically copied into the purchase order when it is created.n The number of the created purchase order appears in the document flow for the sales order

25、. From there you can also branch to the purchase order.0.12n Third-party order items in purchase orders are marked with item category S.n Third-party items must have an account assignment; in the standard version, account assignment category X (“all auxiliary account assignments“) is used.n Any quan

26、tity and date changes that you make in the purchase order are automatically copied into the sales order. Such changes may be necessary, for example, if the vendor reports different dates and quantities.n Note:If there is already a purchase order for a business transaction and you wish to make change

27、s in the sales order, you must execute these changes manually in the purchase order since this is not updated automatically. It could happen, for example, that the customer receives a delivery of goods although they have already canceled the sales order.To monitor such activities, you can also use t

28、he report SDMFSTRP to create a list of all sales orders with third-party order items where there are quantity differences between purchasing and sales.0.13n You can set the business process in such a way that the entry of the vendor invoice receipt is only possible if a goods receipt for the purchas

29、e order was entered in the system beforehand also. n In this way you prevent the situation where the customer receives a billing document even though the delivery has not yet taken place.n You post the goods receipt only when the vendor reports to you that they have slipped the delivery. Alternative

30、ly, you can have the receipt of the delivery confirmed by the customer.n To be able to use this monitoring feature, set the GR indicator in the purchase order item or perform the required settings in Customizing.n Since no goods flow takes place in your company, the goods receipt posting serves sole

31、ly as a value update for your system.0.14n You enter an invoice receipt for the respective invoice from the vendor using the Logistics invoice verification module.n If goods receipt is provided for in your business process for third-party order processing, you can only post the invoice receipt after

32、 you have entered the goods receipt into the system. 0.15n As soon as the invoice receipt is recorded in the system, you can initiate the billing of the customer.n The sales order is then contained in the billing due list and is processed in the next multiple processing run for billing documents.n T

33、he billing date relevant for this due list corresponds to the posting date of the invoice receipt document.n Since no delivery exists in the system for third-party order items, you set the indicator for order-related billing during selection of the documents to be billed. 0.16n If the billing-releva

34、nce indicator in Customizing is set to F (relevant for order-related billing: Status according to IR quantity), the system includes the order in the billing due list only when the vendor invoice has been received and entered into the system. n In the copying control for sales document to billing doc

35、ument, the standard setting for the third-party order item category defines that the quantity from the invoice receipt document, not the order quantity, for example, is copied into the billing document (Invoiced quantity field).0.170.180.19 Third-party order processing - ExercisesUnit: Third-party o

36、rder processingTopic: PreparationsAt the conclusion of this exercise, you will be able to: Provide third-party order processing for certain materialsYou and a vendor have agreed that the vendor will deliver a certain material directly to your customer when you receive a purchase order for it. This a

37、rrangement is particularly useful for this material because you only receive orders for it occasionally and you would normally need a sales order to procure it. So essentially, this arrangement saves you a step. 1-1There is already a master record (T-AUC#) for the material described in the enterpris

38、e scenario above as well as one for vendor 1010. Since you have occasionally obtained this material from this vendor before, a purchasing info record also exists in the system.Display the purchasing info record and use it to complete the following list:Vendor:1010Material: T-AUC#Purchasing organizat

39、ion: 1000Plant:12#Net price: _1-2Now maintain vendor 1010 in the source list for material T-AUC# in plant 12# as the preferred source of supply. The entry should be valid from today until the end of the year.Purchasing organization: 1000Choose Fix.1-3Material T-AUC# should normally be delivered to y

40、our customer via third-party order processing.Therefore, change the item category group in the material master.Choose the Sales: Sales Org. Data 2 view.Sales organization: 1000Distr. channel: 12Item category group: BANSExercisesUnit: Third-party order processingTopic: Creating a sales orderAt the co

41、nclusion 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 how third-party order processing is initiated automatically from a sales orderOne of your customers orders the material for which you

42、have set up third-party order processing. A purchase requisition is to be generated automatically from the sales order. The purchase requisition can later be easily changed to a third-party purchase order. 2-1You receive the following purchase order for the material that is to be shipped directly fr

43、om your vendor to the customer: Purchase orderCustomer: 2004Purchase order number: #-tpRequested delivery date: current date + 1 workday MaterialQuantity T-AUC# 10 PC2-1-1Create a sales order for this purchase order. Order type: OR2-1-2Can the material be delivered by the requested delivery date? Li

44、st the reason(s) for the system response._2-1-3Accept the scheduling default for Complete delivery.2-1-4Which plant supplied this item for outbound delivery?_2-1-5What is the net volve of the order item?_2-1-6Save the sales order.List its document number below.Sales order #-tp: _2-2Check to make sur

45、e that a purchase requisition was automatically generated from the sales order. Record the document number.Purchase requisition: _Hint: You can find this information on the schedule line level.2-3Display the purchase requisition.What is its document type?_Which vendor is assigned as the fixed source

46、 of supply?_2-4In order for third-party order processing to be triggered, the order must include item categories and schedule line categories that correspond to third-party order processing. 2-4-1Which item category has the system determined in the sales order?_2-4-2Which entry in item category assi

47、gnment configuration was responsible for the determination of this item category? Sales document type: _Item category group: _Item category: _2-4-3Explain how and why it is possible in some cases to trigger third-party order processing for a material with item category group NORM in a standard order

48、. _You should only display the Customizing settings for item and schedule line categories and for their determination rules. Do not make any changes. *2-5Optional:The schedule line category settings result in automatic creation of a purchase requisition. 2-5-1What schedule line category is determine

49、d in the sales order?_2-5-2What document type is used for the purchase requisition (resulting from the settings in the schedule line category)? _Did this document type determination work in your example? _2-5-3What movement type is recorded in the schedule line category?_Explain the reason for the s

50、ystem setting that appears._2-5-4Which entry in schedule line category assignment defines the schedule line category in your sales order? Item category: _Material requirements planning (MRP) type:_Schedule line category default:_ExercisesUnit: Third-party order processingTopic: Create purchase order

51、At the conclusion of this exercise, you will be able to: Convert the automatically-generated purchase requisition into a purchase orderThe next step is to have your vendor deliver the goods directly to the customer, who ordered them through you. 3-1For the next step, imagine you are the employee res

52、ponsible for plant 12# in the purchasing department.3-1-1Create a purchase order for the purchase requisition that was generated in the previous exercises by accessing the purchase requisition assignment list. Purchasing group: 004Purchasing organization: 1000Vendor: 1010Plant: 12#Scope of list: A3-

53、1-2Also enter the following data for the purchase order if the system requests it:Order type: NBPurchase order date: current datePurchasing group: 004Purchasing organization: 10003-1-3Save the purchase order.You have talked to the vendor and he assured you that he will be able to deliver the goods t

54、o your customer on the customers requested delivery date.Therefore, you can ignore the warning that appears after you save the purchase order.Make a note of the document number.Purchase order: _*3-2Optional:Using the print preview of the purchase order, check that the delivery is to be shipped direc

55、tly to your customer rather than to your company. We recommend that you use the purchasing document transaction for output issue. Then choose Displ. output rather than Output. *3-3Optional:How could you have found out the delivery address without using the print preview? 0.20 Third-party order processing - SolutionsUnit: Third-party order processingTopic: Preparations1-1Lo