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Confidential ©2015
RMA PROJECT – RMA SALES QUOTATION (MSS), POS AND CLAIMS - T1 AND RM SUPPLIERS
Gary Wood
SAP TURBO
05 Jan 2015
– Phones on Mute
– Introductions
– Name, Team, Role, Knowledge of SAP or
Experience
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
2
– House Rules
– Course Objectives
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
At the end of this course you should be able to:
– describe the process for RMA
– identify and perform the sales quote updates carried
out by the T1 and RM suppliers
– describe the process for sales quote approval
– list the roles responsible for carrying out the RMA
process
– raise a supplier material claim
3
– Agenda
Topic 1 – RMA Process Overview
Topic 2 – Update Sales Quote and Review
Topic 3 – Review Sales Contracts and Purchasing
Documents
Topic 4 – Supplier Material Claims
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Topic 1 Objectives
At the end of this topic you will be able to:
– describe the process for RMA
– describe the process for sales quote approval
– list the roles responsible for carrying out the RMA
process
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– eRMA Legacy
RMA SALES QUOTATION (MSS) AND PURCHASING - BUYERS
What is eRMA
eRMA is a legacy application which supports the Raw Material Acquisition Process, acquired following the separation from Ford.
Used to manage the purchase of steel and aluminium blanks and coils only, by JLR, from raw material suppliers. JLR sell the
material to Tier 1 Stampers, who use it to produce panels and components for JLR.
Why Replace eRMA?
The eRMA software is causing the following issues and
concerns:
• Lack of controls – an incorrect payment of approx. €75m
was made by JLR. This led to questions from the auditors
and delays in the company accounts being signed FY14/15
• Additional manual controls added as a result of the
overpayment
• Does not Support GBE expansion Strategy, leading to a
loss of cost saving opportunities, only Supports UK Tier 1
manufacture
• Unable to make enhancements to eRMA
JLR
Physical
Delivery
PO
(eR
MA
)
AS
N (e
RM
A)
SB
I (ER
ES
)
Sale
s O
rder
(eR
MA
)
Sa
les
In
vo
ice
(E
RE
S)
Pa
ym
en
t (S
AP
)
Raw
Material
Supplier
Tier 1
Supplier
7
MSS
RMA SALES QUOTATION (MSS) AND PURCHASING
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– RMA SAP
RM
Supplier Tier 1
Supplier
SAP Portal (Covisint)
Supplier Portal (Covisint)
1. Master Data
2. Sales Quote
3. Sales Contract
4. Purchase Schedule Agreement (PSA)
5. Process ASN via EDI
6. Generate Sales Invoice
7. Process SBI
8. AR/AP Netting
9. Process Material Claims
10. Manage Changes incl. Price
Existing
Functionality
New
Functionality
1. Master Data
2. Sales Quotes Specification
(MSS)
9. Material Claims
3. S
ale
s C
on
tract
(eR
MA
Sale
s O
rder)
6. S
ale
s In
vo
ice
8. P
aym
en
t (O
ffset)
/Nett
ing
4. P
SA
(eR
MA
Purc
hase O
rder)
5. A
SN
7. S
BI an
d P
aym
en
t
5. Physical Delivery
RMA Material No. (eRMA Part No.)
– Create and Approve Sales Quotation
RMA SALES QUOTATION (MSS) AND PURCHASING
Tier 1/RM
Buyer
Tier 1 Supplier
/Service Centre
RM
Buyer
Multiple
Quotes
RM Supplier
/Service Centre
GPF - Lead
DOA
Approver
Create Sales
Contract and
Purchasing
Doc
Create Sales
Quotation
(VA21)
Update Sales
Quote
(Supplier Portal)
Validate Sales
Quotation
(V.26 & VA22)
Review and Update
Sales Quote
(VA22)
Update Sales Quote (copy if multiple)
(Supplier Portal)
Review Sales
Quote
(VA22)
Review Sales
Quote
(VA22)
Enter Sales
Price (VA22)
Yes
No
9
Copy Sales
Quote
(VA21)
Review and Update
Sales Quote
(Supplier Portal)
ARIS
Review Sales
Quotation
(V.26 & VA22)
– Create Sales Contract and Purchasing Document
RMA SALES QUOTATION (MSS) AND PURCHASING
SAP ECC
(Auto)
T1
Supplier
Run Batch Job
to Create Sales
Contract
Create
Purchase
Requisition
Contract to
T1 Supplier
Create Purchase
Schedule
Agreement (PSA)
Review Sales
Contract
(Supplier Portal)
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RM
Supplier Review PSA
(Supplier Portal)
Schedule to
RM Supplier
ARIS
– Manage Raw Material Delivery and Invoicing
RMA SUPPLIER CONFERENCE 25 FEBRUARY 2016
SAP ECC
(Auto)
T1
Supplier
Create New
Schedule
Line
Create
Inbound
Delivery
Review Sales
Invoice
(Supplier Portal)
11
RM
Supplier
Create ASN
(Supplier
System)
Process
Goods
Receipt
ARIS
Requirements
Received for
Finished Parts
Communicate
with RM
Supplier
Create Sales
Invoice
Periodic
Create Self
Bill Invoice
Self Bill Invoice
(Supplier Portal)
Email Email EDI
(or interim process)
Master data is the set of data that is used across the
entire organization and all business processes.
– It is shared by different people for different purposes at
the same time
– It is information that changes infrequently e.g: Customer
Name
– It is more efficient to keep it in one place where all users
can access it
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– What is Master Data?
The accuracy of the master data is critical for smooth, timely
transaction processing.
Examples: Material Master, Customer Master, Vendor Master, Pricing Conditions
RMA Material No:RMYYYY-00XXXXXX
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– How Master Data is used in a Sales Contract
Material Master
For example:
Address
Shipping Conditions
Payment Terms
Customer Master
For example:
Base Price
Pricing Conditions
For example:
Stamper Part No. (Unique No)
Blank Type
Characteristics
Sales Contract
Qty
1 RMA Steel
Material Item
1
Sold-to party: Walsall Pressing Ltd
Price
0.31
For example:
Description
Tax Determination
Weight
The sales quote and resulting contract, with a
configurable material, will allow for the raw material
to be fully specified within the agreement and will
replace the MSS.
RMA SALES QUOTATION (MSS) AND PURCHASING - BUYERS
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– MSS
– Topic 1 Review
You should now be able to:
– describe the process for RMA
– describe the process for sales quote approval
– list the roles responsible for carrying out the RMA
process
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– TOPIC 2: UPDATE SALES QUOTE AND REVIEW
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Topic 2 Objectives
At the end of this topic you will be able to:
– identify and perform the sales quote updates carried out by the
T1 and RM Suppliers
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Create Sales Quote
The sales quote is initially created by the T1 Buyer
– Then, it goes to the T1 supplier who will update the
material specification on the supplier portal
– Following RM supplier updates on the supplier
portal, the RM Buyer will enter the sales price.
Following update with QAF price and review by the
T1 Supplier, the T1 Buyer will trigger the approval
process
– Once approved, the sales quote will trigger the
automatic creation of the sales contract and
purchasing docs
RMA SALES QUOTATION (MSS) AND PURCHASING
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– Demonstration
Objective
– There is a requirement to update a new quote to meet a new material
specification
Supplier Portal – Update Sales Quotation
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Service Centre
A common process is used for the procurement
of raw materials for both service centre and non
service centre
– The procurement of raw material from the raw
material supplier for the service centre is carried
out by the RM buyer
– The RM buyer must progress the quote through
all the buyer status steps within the sales quote
RMA SALES QUOTATION (MSS) AND PURCHASING
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– Topic 2 Review
You should now be able to:
– identify and perform the sales quote updates carried
out by the T1 and RM suppliers
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– TOPIC 3: SALES CONTRACTS AND PURCHASING DOCUMENTS
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Topic 3 Objectives
At the end of this topic you will be able to:
– review a sales contract
– review a PSA
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Sales Contract and Purchasing Documents
On approval of the sales quote, the following
documents are created automatically: -
– Sales contract (notification email sent to the T1
supplier who can review on supplier portal)
– Purchase requisition
– Purchase schedule agreement (notification email
sent to the RM supplier who can review on supplier
portal)
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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Sales Contract
Schedule Agreement
– Demonstration and Exercise
Objective
– There is a requirement to review a sales contract
Supplier Portal – Review Sales Contract
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Demonstration and Exercise
Objective
– There is a requirement to review a purchase schedule agreement
Supplier Portal – Review Schedule Agreement
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Price Changes
A price change is instigated by RM Supplier who
prepares a Common Price File (CPF) with new
effective date
– RM Buyer run the Price Update report and
downloads to Excel
– RM Buyer validate the new price and effective date
– GPF review and validate Price Update report and
upload update price file to SAP
– PSA will be updated automatically with new
effective date
– A credit be issued if increase in the past
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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Jan, Feb …. ….Nov, Dec
– Short Close PSA
A decision to close the PSA is taken between the RM
Supplier and T1 Supplier
– The details of the PSA to be made inactive are
provided to the RM Buyer
– GPF then:
– Firstly, short closes the validity date on the PSA
– Secondly, short closes the validity date on the
sales contract#
– RM Buyer then:
– emails the changes to the RM and T1 Suppliers
respectively
– Alternatively, for large volume PSA closure, a ticket
can be raised with the IT Service Desk
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
Sales Contract
Short close validity date
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36
Schedule Agreement
Short close validity date
– Topic 3 Review
You should now be able to:
– review a sales contract
– review a PSA
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Topic 4 Review
At the end of this topic you will be able to:
– raise a supplier material claim
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Supplier Claims
RMA SALES QUOTATION (MSS) AND PURCHASING
Tier 1/RM
Supplier
SAP ECC
(Auto
RM
Buyer
Initiate Claim
(Supplier
Portal)
Create/Change
Material Claim
40
Review Claim
and update
Status
(Supplier Portal)
Update Claim
Status
No status change 14 & 28 days.
Notify RM Supplier
No status change 42 days. Notify
RM Buyer and Supplier
Claim Approved. Create
Credit/Debit on T1 Supplier
Claim Approved. Correct ASN
Qty, Credit/Debit on RM Supplier
Claim Rejected. Notify T1
Supplier
Update Qty
(Supplier Portal)
Cancel Claim
(Supplier Portal)
Arbitrate Claim
to JLR
(Supplier Portal)
Review
Claim
Notify JLR of
Arbitration
Dispute
Arbitration
– Raise a Supplier Claim
A material claim can be instigated by either the T1 or
RM Supplier who enter the claim on supplier portal
– An invoice correction request is automatically
created in SAP
– Depending on who raised the claim, the T1 or RM
supplier updates the claim status to reject or
approve
– On rejection, the party responsible for raising the
claim can update the claim qty, cancel the claim or
send claim to JLR for arbitration
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Demonstration
Objective
– There is a requirement to create a material claim
Supplier Portal – Create Material Claim
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Demonstration
Objective
– There is a requirement to update a material claim
Supplier Portal – Update a Material Claim
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Topic 4 Review
You should now be able to:
– raise a supplier material claim
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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– Course Objectives
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
You should now be able to:
– describe the process for RMA
– identify and perform the sales quote updates carried
out by the T1 and RM suppliers
– describe the process for sales quote approval
– list the roles responsible for carrying out the RMA
process
– raise a supplier material claim
45
– Course Evaluation & Assessment
Please complete the online course evaluation and
assessment before you leave the classroom -
comments are particularly welcome.
– Link to the Evaluation
SALES QUOTATION (MSS), PO AND CLAIMS - T1 AND RM SUPPLIERS
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Jaguar Land Rover W/1/26 Abbey Road, Whitley Coventry CV3 4LF, UK
jaguarlandrover.com
THANK YOU Gary Wood M +44(0)776 4611909 T +44(0)0000 000 000
47