Case Studies Question

Description

I’ll post the pdf for the assignment.

Unformatted Attachment Preview

1. Systems Analysis Project:
I am going to make a pdf of the two proposal’s i pick. Wright a discussion
about each one with the answer to number 2.
2. Download at least two other classmates’ proposals to review from the
discussion board.
1. Compare your classmates’ rough drafts to the Systems Analysis
Project Instructions and the Project Proposal Rubric.
○ Is there anything missing?
○ Are there places where the project proposal doesn’t meet the
requirements?
○ How can the proposal be improved?
2. Use the Track Changes and Comments tools in Word to markup
your classmates’ rough drafts with your feedback.
○ Tip: Check out the “Track Changes and Comments” tutorial
and video from GCF Learn Free for help on using these tools.
3. Post the modified version of your classmates’ rough drafts to the
Proposal Review discussion board.
4.
3. Complete the Module 8 Assignment:
1. Complete the Materials Management (MM) SAP Case.
I’ll give you my login for SAP and send a pdf of the assignment.
Please do the assignment in one time and date, do not let it
timelapse like last time or I get an F. I’m in Central Standard time.
It takes a while to complete the assignment so do not start the
assignment 21:00 or 20:00 when it’s due 00:00. Start around
15:00 to complete it on time.
Here’s the logins
●
●
●
●
●
https://warsaw.cob.csuchico.edu:8030/sap/bc/gui/sap/its/webgui/?
The client is: 265
System: WAR
user:Learn-024
password:SChwslb742
The Warehouse Project Proposal
Samantha Marks
The Warehouse Project Proposal
Executive Summary
In today’s competitive retail landscape, exceeding customer expectations is absolutely crucial.
However, The Warehouse Group currently faces siloed data which is negatively impacting customer
interactions, satisfaction, and loyalty (Salesforce, n.d.-c). Our proposed Salesforce Sales Cloud
implementation aims to eliminate these silos, and deliver a seamless customer experience, which will lead
to significant improvements in customer overall satisfaction (Salesforce, n.d.-c).
The Salesforce Sales Cloud platform consolidates data from various sources. Sales reps, marketing
teams, and service agents will have instant access to relevant customer information (Salesforce, n.d.-a).
Sales Cloud breaks down data silos and provides the ability to have a complete understanding of each
customer’s journey. This includes targeted communication, proactive support, and a more personalized
experience.
We project a 15% improvement in customer satisfaction by unifying data, automating processes,
and providing personalized experiences. Automated workflows and quicker access to information are
expected to reduce response times by 15%, increasing staff productivity and reducing operational costs.
Personalized marketing campaigns and improved customer experiences can lead to a 10% increase in
sales revenue through higher conversion rates and customer loyalty.
Description of Users and Development Approach
Users
Customer Service Representatives (10)
Marketing Team (5)
Sales Representatives (5)
Inventory Management Team (5)
Financial Team (5)
Store Managers (5)
Executive Management Team (5)
Development Approach
A hybrid development approach is recommended for addressing the complex nature of this project.
This combines the flexibility of Agile with the structured foundation of the Systems Development
Lifecycle waterfall approach (Spurrier & Topi, 2021). The hybrid approach is best for larger, complex
projects with a higher degree of requirements clarity and stability (Spurrier & Topi, 2021).
Even within Sales Cloud, implementing multiple functionalities like contact management, lead
generation, and opportunity tracking involves different levels of complexity. Agile allows for iterative
development and quick adaptation to changing needs, while the Waterfall approach provides structure for
core functionalities (Spurrier & Topi, 2021). Project teams and management need regular interaction to
ensure the system aligns with their workflows and expectations. The hybrid approach allows for
stakeholder feedback through Agile sprints while supporting defined project goals from Waterfall
planning.
System Requirements
Functional Requirements
Contact Management
●
●
●
As a sales rep, I want to search and access complete customer profiles with contact history,
purchase details, and communication preferences, to improve customer interactions.
As a marketing team member, I want to segment customer lists based on purchase history,
demographics, to improve targeted campaigns and customer engagement.
As a customer service representative, I want to quickly update customer information and log
interactions within the CRM system to ensure records are accurate and up to date.
Lead Generation
●
●
●
As a marketing manager, I want to capture leads from various sources (website, events, etc.) and
automatically convert them into CRM leads for seamless lead management.
As a sales rep, I want to qualify leads based on defined criteria and prioritize outreach based on
scoring to improve the lead conversion process.
As a sales manager, I want to track lead conversion rates to identify areas for improvement in lead
generation campaigns.
Opportunity Management
●
●
●
As a sales rep, I want to create and manage opportunities with key details, milestones, and
associated contacts to effectively track sales opportunities.
As a sales manager, I want to visualize the sales pipeline and forecast revenue based on
opportunity stages and historical data to improve strategic decision-making.
As a finance team member, I want to integrate opportunity data with financial systems for
accurate sales forecasting and reporting to improve financial planning.
Reporting and Dashboards
●
●
●
As a sales manager, I want to access customizable reports and dashboards to track key sales
metrics like performance by rep, product, and region for informed decision-making.
As a marketing manager, I want to analyze campaign performance reports and identify areas for
optimization to improve the effectiveness of our marketing strategies.
As a CEO, I want to monitor high-level sales performance indicators and track progress towards
revenue goals to improve the strategic decision-making process.
Non-Functional Requirements
Technical
●
●
Cloud-based platform with sufficient server capacity to handle The Warehouse’s user base and
data volume.
Seamless scalability without major changes or disruptions as the business grows.
Performance
●
●
Users should experience instant (or near-instant) response times for basic actions like data access
and updates.
Data changes should be reflected in real-time for all authorized users.
●
Needs 99.9% uptime during business hours to avoid user disruptions.
Usability
●
●
●
●
The interface should be intuitive and easy to navigate for users with varying technical skills and
experience levels.
Users should be able to personalize dashboards with relevant metrics and visualizations for their
specific roles and needs.
Readily available online help resources and context-sensitive prompts should guide users through
functionalities.
Sales reps should be able to access key CRM data and manage tasks through a mobile app.
Reliability
●
●
Needs 99.9% uptime with minimal scheduled maintenance downtime to ensure system
availability for users.
Regular data backups and a disaster recovery plan should be in place, in case of emergencies.
Security
●
●
●
Required Multi-Factor Authentication for all users.
Data access control measures to ensure users have access to only the necessary data related to
their role.
Designated admin users can use Security Health Check features to ensure data is secure
(Salesforce, 2024).
Budget
Item
Estimated
Cost
Salesforce Licenses (40 users)
$38,400/year
Consulting and Implementation
$50,000
Customization
$10,000
Data Migration
$10,000
User Training
$2,000
Contingency
$2,000
Support and Maintenance
$10,000/year
Total Estimated Budget
$122,400
The Sales Cloud Professional edition is priced at $80 per user per month. This edition includes
essential features aligned with the client’s requirements, including forecast management, customizable
reports, and dashboards, as well as quoting and contracting features (Salesforce, n.d.-b).
Gantt-lite Chart
Excel spreadsheet is attached.
Project Team
Project Manager: Samantha
Salesforce Consultant: Gina
Business Analyst: Russell
Sales Representative: Alice
Marketing Manager: Chris
IT Specialist: Marcus
References
Salesforce Security Guide. Salesforce Developer Portal. (2024, February).
https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/se
curity_health_check.htm
Salesforce automation software by Sales Cloud. Salesforce. (n.d.-a).
https://www.salesforce.com/products/sales-cloud/
Salesforce Sales Pricing. Salesforce. (n.d.-b). https://www.salesforce.com/ap/products/sales-pricing/
Spurrier, G., & Topi, H. (2021). Systems Analysis and Design: In an Age of Options. Prospect Press.
The Warehouse – Sales Cloud Customer Success Story. Salesforce. (n.d.-c).
https://www.salesforce.com/ap/customer-success-stories/warehouse/
1. Calvin Lee’s proposal
2. Executive Summary:
The PGA Tour, a big name in professional golf, wants to make the digital experience better
for millions of golf fans all over the world, especially with other big sports being competitive
digitally such as the NFL, NHL, and MLS. Our proposal is to use Amazon Web Services (AWS)
to give real-time updates, faster access to tournament data, and overall improved app
experiences. With the help of AWS, the PGA Tour will be able to deliver near real-time
experiences for fans with the power of AWS AppSync and cloud technologies.
The main objective of our proposal is to enhance the PGA Tour’s digital platforms, which
includes its mobile app and website. By building a foundation around AWS AppSync and cloud
services, we aim to deliver extraordinary speed, performance, and introduce new innovations for
golf fans to enjoy.
To develop into the number one fan service, we plan to expand our customer base by 20%
and generate a projected revenue 25% more within 12 months.
Key business strategies to achieve this include:
1. Speed & Performance: We are looking to have a significant boost in speed of 20%, which
reduces the time to refresh tournament data. This will provide users with a more
responsive and engaging experience with the PGA Tour.
2. Innovation: Having adopted AWS AppSync & cloud technology, we are looking forward
to introducing innovative cutting-edge technologies to enhance the golf viewing
experience for fans.
3. Stability: We are ensuring that PGA Tour’s digital platforms will be stable and secured to
accommodate the number of users that will be using our software, especially during
major events.
1. Description of Users & Development Approach
1.
2.1.Users:
Primary Users:
●
●
●
●
Golf Fans
Digital IT Architects
Product Development Team
Management Team
Potential Users:
● Sponsors & Advertisers
● Event Organizers
● Content Creators/Influencers
1.
2.2.Developmental Approach:
For our proposal, we are recommending using an Agile development approach rather than a
traditional Systems Developmental Lifecycle (SDLC) waterfall approach. With an Agile
approach, it allows for iterative & incremental development which provides us flexibility to
adapt to changes as the project progresses. This is perfect because we are aiming to get user
feedback from golf fans to ensure the digital platforms align with their values and expectations.
So, the continuous feedback will contribute to the development of users’ needs and preferences.
Since our project is highly center around our customers, we want to identify problems early on to
have better customer satisfaction. This will then help our team to effectively respond to changing
requirements.
1. System Requirements:
1.
3.1.Functional Requirements:
1. As a golf fan, I want to view real-time leaderboards on the PGA Tour app to stay updated
with tournament standings and player scores during live events.
2. As a golf fan, I want the PGA Tour website to provide shot by shot updates, allowing me
to follow the progress of players with detailed information.
3. As a golf fan, I want quick access to accurate player information, including statistics,
recent rounds, and personal details on both websites and mobile apps.
4. As a golf fan, I want the mobile app to have an easy user interface, while having a
smooth and enjoyable experience
5. As a golf fan, I want the system to have continuous updates to allow new features and
resolve bug fixes in near real time without disrupting the user experience.
6. As a developer, I want an efficient deployment process using AWS AppSync and cloud
technologies, ensuring quick and reliable updates for the app and website.
7. As a developer, I want the system to support monitoring tools, allowing us to track
performance, issues, and optimize system efficiency.
8. As a developer, I want to receive timely alerts for system issues & performance, so I can
resolve potential issues before they impact user experience.
9. As a manager, I want thorough analytics, so I can track user behavior, app usage, and new
features.
10. As a manager, I want the ability to manage user roles and permissions within the system,
ensuring proper access to controls and security.
1.
10.2.Non-Functional Requirements:
Technical:
● System must be compatible with a variety of devices, browsers, and operating systems.
● System needs to seamlessly integrate third-party API’s (Facebook, Google Twitter) for
real-time data updates to enhance functionality.
Performance:
● The system should ensure a smooth and responsive user experience by maintaining a
respond time of less than 500 milliseconds for near-real time user experience.
● The system must refresh golf data/statistics across digital platforms near-real time for
users.
Usability:
● User interface should be visually appealing allowing users to interact with the app and/or
website with ease.
● The system must support multiple languages, enabling golf fans to use the app and/or
website globally.
Reliability:
● The system should guarantee continuous availability, especially during major events, to
ensure the near-real time experience.
● There should be scheduled maintenance’s during low-peak hours to regularly perform
updates and bug fixes without disrupting the user experience.
Security:
● The system must require secure authentication options to make sure users have access to
their personal data.
● Ensure that API’s that are used in the system are secured.
1. Budget
*TO BE DEVELOPED*
5. Gannt-Lite Chart
Project Team:
●
●
●
●
●
Calvin Lee
Bruce Banner
Peter Parker
Steve Rodgers
Tony Stark
References:
Delivering near-real-time experiences for golf fans in the PGA … (n.d.).
https://aws.amazon.com/solutions/case-studies/pgatour-appsync-case-study/
PGA Tour Innovations – Sports Cloud Solutions – AWS. (n.d.-b).
https://aws.amazon.com/sports/pgatour/
Cloud computing services – amazon web services (AWS). (n.d.-a).
https://aws.amazon.com/
Tour, P. (n.d.). Mobile layout. PGA TOUR.
https://www.pgatour.com/mobile
Rumsey, D. (2023, March 22). SBJ Tech: Aon, NBC bringing near real-time data to PGA
Tour segment. Sports Business Journal.
https://www.sportsbusinessjournal.com/SB-Blogs/Newsletter-Tech/2023/03/22.aspx
CASE STUDY
Materials Management (MM)
Case Study S4 Mod Mini
This case study explains an integrated materials management process in
detail and thus fosters a thorough understanding of each process step and
underlying SAP functionality.
Product
MOTIVATION
PREREQUISITES
S/4HANA 1709
Global Bike
The data entry requirements in the
materials management exercises
(MM 1 through MM 5) were
minimized because much of the
data was stored in the SAP
system. This stored data, known
as master data, simplifies the
processing of business
transactions.
Before you use this case study, you
should be familiar with navigation in
the SAP system.
GUI 7.50
Level
Undergraduate
Graduate
Beginner
Authors
In the procurement process, we
used master data for vendors,
materials (products we purchased)
to simplify the procurement
process.
Bret Wagner
Stefan Weidner
Modified by
Tom Wilder
In this case study, we will create
the master data for a new vendor
and a new trading good.
Focus
Materials Management
Furthermore, it is mandatory to
review the note GUI 7.50
Configuration. Your lecturer got this
documentation together with other
lecturer notes. If you do like to use
the old GUI settings, please use the
S/4HANA documents for SAP GUI
7.40
3.2
In order to successfully work through
the full case study, it is not necessary
to have finished the MM exercises
(MM 1 through MM 5). However, it is
recommended. In the Mini Case,
those steps are located at the end of
the case.
Last Change
NOTES
May 2018
This case study uses the Global Bike
(GBI) data set, which has exclusively
been created for SAP UA global
curricula.
Version
© SAP SE / SAP UCC Magdeburg
CASE STUDY
Process Overview
Learning Objective Understand and perform a purchasing process cycle
Time 140 min
Scenario In order to process a complete purchasing process you will take on
different roles within the GBI company, e.g. purchasing agent, warehouse
worker, accounting clerk. Overall, you will be working in the Materials
Management (MM) and the Financial Accounting (FI) departments.
Employees involved
Joyce Hausman (Contract Administrator)
Sandeep Das (Warehouse Supervisor)
Sergey Petrov (Warehouse Employee)
Wilton Saban (Inventory Supervisor)
Alberto Conti (Technical Office Assistant)
Aura Maxwell (Buyer)
Tatjana Karsova (Receiving Clerk)
Silvia Cassano (Accounts Payable Specialist)
Shuyuan Chen (Chief Accountant)
In the full case you start the purchasing process by creating a new vendor (Mid-West Supply) in
Lincoln. Then, you create a new master record for a trading good (Chain Lock) in the system.
After checking the stock (empty) you are starting the procurement process by creating a
purchase requisition. Then, you generate a request for quotations and enter the quotations from
various vendors – including your new vendor. After evaluating and accepting the quotation of
Fun N Sun you create a purchase order referencing the RFQ. Then, you will post the goods
receipt and verify the physical receipt in stock. After creating two partial invoices you will post
the payments to the vendor and review the G/L accounts.
The graphic below displays the complete process (20 tasks) that is done in the complete case.
© SAP SE
Page 2
CASE STUDY
Table of Contents
Process Overview …………………………………………………………………………………………………… 2
Step 1: Create Material Master for Trading Goods ……………………………………………………… 4
Step 2: Display Stock/Requirements List…………………………………………………………………… 8
Step 3: Create Purchase Requisition ……………………………………………………………………….. 10
Step 4: Display Stock/Requirements List…………………………………………………………………. 12
Step 5: Create Purchase Order Referencing an Purchase Requisition ………………………….. 13
Step 6: Display Purchase Order ……………………………………………………………………………… 17
Step 7: Create Goods Receipt for Purchase Order …………………………………………………….. 18
Step 8: Verify Physical Receipt of Goods ………………………………………………………………… 20
Step 9: Create Invoice Receipt from Vendor ……………………………………………………………. 21
Step 10: Display Purchase Order History ………………………………………………………………… 24
Step 11: Create Goods Receipt for Purchase Order …………………………………………………… 25
Step 12: Create Invoice Receipt from Vendor ………………………………………………………….. 26
Step 13: Post Payments to Vendor ………………………………………………………………………….. 27
Step 14: Display Vendor Line Items ……………………………………………………………………….. 30
Step 15: Display Purchase Order History ………………………………………………………………… 31
Step 16: Display/Review G/L Account Balances and Individual Line Items ………………… 32
© SAP SE
Page 3
CASE STUDY
Step 1: Create Material Master for Trading Goods
Task Create material masters for trading goods.
Time 15 min
Short Description Use the SAP Easy Access Menu to create a trading good
master record for a chain lock in the Wholesale distribution channel.
Name (Position) Sandeep Das (Warehouse Supervisor)
To create a trading good material master record, follow the menu path:
Logistics ► Materials Management ► Material Master ► Material ►
Create (Special) ► Trading Goods
Menu path
This will produce the following screen.
In the Material field, type in CHLK1### (replace ### with your number)
and select Retail as an Industry sector. Then, click on
Enter.
© SAP SE
CHLK1###
Retail
or press
Page 4
CASE STUDY
On the next screen, select the following views by clicking on the square in
front of the respective rows:
– Basic Data 1
– Sales: Sales Org. Data 1
– Sales: Sales Org. Data 2
– Sales: General/Plant Data
– Purchasing
– MRP1
Basic Data 1
Sales: Sales Org. Data 1
Sales: Sales Org. Data 2
Sales: General/Plant
Data
Purchasing
MRP 1
MRP 2
MRP 3
General Plant Data/St. 1
Accounting 1
Create views selected
-MRP2
-MRP3
– General Plant Data/Storage 1
– Accounting 1
Also, select Create views selected. Then, click on
© SAP SE
.
Page 5
CASE STUDY
On the Organizational Levels screen, enter plant MI00 (Miami), Stor.
Location TG00 (Trading Goods), Sales Org. UE00 (US East), and Distr.
Channel WH (Wholesale). Compare with the screen shown below. Then,
click on
MI00
TG00
UE00
WH
.
On the Basic Data 1 tab, enter Chain Lock ### as a description (text field
Chain Lock
next to the material number). As Base Unit of Measure, use the F4 help to
EA
UTIL
AS
find and select each (EA) or enter EA. In the Material Group field, select
UTIL (Utilities). As division, choose AS (Accessories).
65
65
OZ
In the Gross Weight field and in the Net Weight field, enter 65 and select
Ounce (OZ) as Weight unit. Then press Enter.
On the Sales: sales org. 1 tab, in the Delivering Plant field select the Miami
MI00
plant (MI00). In the Tax data section, in the left Tax classification column
(the one that is editable = white background colour) select Exempt (0) for all
three tax categories.
Click on
0
0
0
1
69.00
. On the following screen, enter
Scale quantity 1 and Amount 69.00. Compare your entries with the screen
below, then click on the back icon
(upper left of screen) to
return to the Sales: sales org. 1 view. There, press Enter.
© SAP SE
Page 6
CASE STUDY
On the Sales: sales org. 2 tab, select Matl statistics grp 1. Then press Enter.
1
On the Sales: Genereal/Plant tab, select Availability check 02 (Individual
requirements) and use the F4 help to choose Trans. Grp 0001 (On pallets)
and LoadingGrp 0002 (Hand lift). Click Enter.
02
0001
0002
On the Purchasing tab, enter Purchasing Group N00 (North America) and
click Enter.
N00
On the MRP 1 tab, select MRP type PD (MRP), MRP Controller 000, Lot
Sizing Procedure EX (Lot-for-lot order quantity) and Minimum Lot Size 10.
Then click Enter.
PD
000
EX
10
On the MRP 2 tab, enter Planned Deliv.Time 6 (days) and select
SchedMargin key 001. Click Enter.
6
001
On the MRP 3 tab, check if the Availability check is set correctly to 02.
Then, press Enter. Skip the Plant data / stor. 1 view by clicking Enter.
02
On the Accounting 1 tab, select Valuation Class 3100 (Trading Goods), enter
Per. unit price 33.50.
Then, click on
Click on the back icon
© SAP SE
3100
33.50
to save your material.
to return to the SAP Easy Access screen.
Page 7
CASE STUDY
Step 2: Display Stock/Requirements List
Task Display the stock/requirements list.
Time 5 min
Short Description Display and review the stock/requirements list for your
chain lock on hand balance and the demand that exists against this product.
The report should show that there is no stock and therefore nothing is
available for use at this time.
Name (Position) Wilton Saban (Inventory Supervisor)
The stock/requirements list is a dynamic list and, therefore, changes
whenever a transaction occurs using the given material.
Stock/requirements list
To display the stock/requirements list, follow the menu path:
Logistics ► Materials Management ► Inventory Management ►
Environment ► Stock ► Stock/Requirements List
Menu path
This will produce the following screen.
In the Material field, enter the number of your new chain lock trading good
CHLK1### (replace ### with your number) and Plant MI00. Then click on
CHLK1###
MI00
. Your stock/requirements list should look similar to the screen
below.
© SAP SE
Page 8
CASE STUDY
Click on the exit icon
© SAP SE
to return to the SAP Easy Access screen.
Page 9
CASE STUDY
Step 3: Create Purchase Requisition
Task Create a purchase requisition.
Time 5 min
Short Description Sales management has informed the purchasing
department of a promotional campaign that will commence in 3 months to
introduce the new chain locks. Create a purchase requisition for 200 of your
locks.
Name (Position) Wilton Saban (Inventory Supervisor)
To create a purchase requisition, follow the menu path:
Logistics ► Materials Management ► Purchasing ► Purchase
Requisition ► Create
Menu path
This will produce the following screen.
Select
next to Header to expand the header.
In the text field, type the Header note: “Global Bike Inc. will be adding
Chain Locks to the trading goods line, and look forward to your delivery of
the locks.”
© SAP SE
Page 10
CASE STUDY
Select
Item Overview to expand the item overview.
Enter Material CHLK1### (replace ### with your number) and Quantity
200. As Delivery Date select or enter the day three months from today.
Then, enter Plant MI00, Stor. loc. TG00, and PGr. (Purchasing Group) N00.
After clicking on Enter compare your screen with the one below.
CHLK1###
200
3 months from today
MI00
TG00
N00
Then, click on
to save your purchase requisition. The system will
create a unique document number.
Click on the exit icon
© SAP SE
to return to the SAP Easy Access screen
Page 11
CASE STUDY
Step 4: Display Stock/Requirements List
Task Display the stock/requirements list again.
Time 5 min
Short Description Display and review the stock/requirements list for your
chain locks on hand and the demand that exists against this product. Since
we just created a purchase requisition for 200 of them, this event should be
visible within the stock/requirements list with a date of roughly 3 months
from today.
Name (Position) Alberto Conti (Technical Office Assistant)
To display the stock/requirements list again, follow the menu path:
Logistics ► Materials Management ► Inventory Management ►
Environment ► Stock ► Stock/Requirements List
If not already defaulted in, enter your Material CHLK1### and Plant MI00.
Then click on Enter. Your stock/requirements list should now look similar to
the screen below.
Click on the exit icon
© SAP SE
Menu path
CHLK1###
MI00
to return to the SAP Easy Access screen.
Page 12
CASE STUDY
Step 5: Create Purchase Order Referencing an Purchase
Requisition
Task Create a purchase order with reference to the Purchase Requisition that
you created.
Time 5 min
Short Description Create a PO by referencing the Purchase Requisition that
you created.
Name (Position) Aura Maxwell (Buyer)
To create a purchase order, follow the menu path:
Logistics ► Materials Management ► Purchasing ► Purchase Order
► Create ► Vendor/Supplying Plant Known
Menu path
If there is no navigation screen on the left side, click on
Purchase Requisition
. (This is different than the Performance Assistant
Screen that may be visible when you open this transaction. You can click
close
to close this window.) As selection variant choose
Purchase Requisition as shown below. (You may have to click on the
selection variant icon, red box below, for the items to show)
© SAP SE
Page 13
CASE STUDY
In the following screen your Purchase Requisition Number should prepopulate, along with your material number. If it doesn’t, search for the Pur.
Req. by your material number. If you don’t remember your material number:
In the Material Number field use the F4 help to find your chain lock trading
good. On the Material by Material Type tab, select Material Type Trading
Goods (HAWA) and enter *### (e.g. *012 if your number is 012) in the
Material field. Then, press Enter or click on
Trading Goods
*###
.
Double-click on your chain lock (CHLK1###) to select it. When your
material number is populated in the Material Number field, make sure that
all other search criteria fields are blank and click on
produce a screen with your Pur. Req..
F4
CHLK1###
. This will
Vendor name
Select the Purch. Req with a single click and select adopt
information.
to adopt the
Material
© SAP SE
Page 14
CASE STUDY
You will get a message to enter your Purchasing Org. in the header area.
Enter US00 for your Purchase Org. Enter Net Price of 32.00 and Currency
Type USD on the line item in the Item Section. Click Enter. The screen
should look like the one below. You will be prompted to enter a vendor.
For Vendor, use the search feature with Search term ### and Country US to
search for available vendors. Use Fun N Sun Seats N Bar for your vendor for
this order.
Fun N Sun
If the header data is not yet displayed, open the section by clicking on
Header. On the Conditions tab, record the total value of the purchase order
____________________________________.
If the line item data is not yet displayed, open the section by clicking on
Item Detail. On the Delivery Schedule tab, select the first line. Then, click on
below the table to perform a schedule line split.
CHLK1###
200
3 months from today
32.00 USD
Acknowledge the red error message by changing the Sched Qty. of the first
line from 200 to 100. Then, enter the following data for the second line:
Delivery Date
one week after the first delivery
Sched Qty.
100
Purchase Req.
same as previous line
Requisn Item
same as previous line
Then, click on Enter. Verify your item details with the screenshot below.
© SAP SE
100
1 week after 1st delivery
100
same
same
Page 15
CASE STUDY
On the Material Data tab, select InfoUpdate.
Then click on
InfoUpdate
to save the purchase order
The system will assign a unique purchase order document number.
Record your PO Number_____________________________
Purchase order
document number
Click on the exit icon
© SAP SE
to return to the SAP Easy Access screen.
Page 16
CASE STUDY
Step 6: Display Purchase Order
Task Review your purchase order.
Short Description Now you want to display electronically what you have sent to
your vendor.
Time 5
min
Name (Position) Aura Maxwell (Buyer)
To display a purchase order, follow the menu path:
Logistics ► Materials Management ► Purchasing ► Purchase Order ►
Display
Menu path
This will produce the following screen.
If the purchase order number from the previous step is not already displayed, click
on
.
In the following screen, enter (or find) your purchase order number in the Pur.
order field, select radio button for Pur. order and click on
Click on the exit icon
© SAP SE
.
Your purchase
order number
Pur. Order
to return to the SAP Easy Access screen.
Page 17
CASE STUDY
Step 7: Create Goods Receipt for Purchase Order
Task Create Goods Receipt for Purchase Order
Time 5 min
Short Description Receive into inventory the stock items ordered from Fun
N Sun in the previous task. A goods receipt document will be created
referencing our purchase order thereby ensuring that we receive the products
ordered within the timeframes requested and in quality condition. Goods on
hand will be increased and an accounting document will be generated
recognizing the value associated with these goods.
Name (Position) Tatjana Karsova (Receiving Clerk)
To create a goods receipt for a purchase order, follow the menu path:
Logistics ► Materials Management ► Inventory Management ►
Goods Movement ► GR for Purchase Order
Menu path
Make sure that Goods Receipt and Purchase Order are selected in the
Goods Receipt
Purchase Order
your PO number
dropdown lists. Enter your PO number in the field next to them. You might
want to search for your PO number by using the F4-Help. In that case use the
Purchasing Documents for Material tab, enter your material and select
Standard PO (NB) for Order Type. Then, sel