Sales Enhanced Functions

Contents

1. parameter ID

2. Customer master and Material master easy search

3. Personnel Lists

4. Add folders, tcodes, Urls and links to Favorites

5. Display Sales summery

6. Usefull Tcodes

Sales order screen simplification

1. Using Gui XT

2. Enhanced Material Search

3.Simplified material creation

4. Customer search

5. Predefined price elements

6. TAB Control.

7. Screen Varients.

1. Parameter ID

Allow users to set up defaults for most of the fields.

Save time and effort in filling default fields

Steps

Place curser in a field and press F1

Go to tools and find parameter ID

In next step set the value for parameter ID (EX: AAT=YBDP)

Go to own data vai menu path

Systemuser profileOwn dataClick parameter tab enter required PID its value and save.

Some use full PID’s are bellow.

2. Short cut lookups for customer master and material master.

For front end user searching customer via pop window search function, its an easy way to search

customer and materials with out effort.

Steps

Selet desired tab first- only for one time then exit the tab

Enter an equal sign (=) followed by material description in the field where user is searching for

value

Eg: If user is searching for anchovy search =anchovy

3. Personnel Lists

Users can create personal lists for many SAP drop downs sections

Steps

Check for “add to personal list” icon- Select item and click on the specific item. The item will be

added to personal list.

on next search your personnel list appers. There are options to delete item from the list

To see all the values click disply all the values button.

4. Add folders, T-codes, url’s, or Links to documents in the favorites list.

Steps

Menu pathFavoritesInsert folder

In the create box enter folder name

To add tcodesclick on foldermenufavoritesinsert transaction

Add Web links in user favorites

Use menu pathFavoritesAdd other objects

In the ‘add aditional object’ pop up box input web link or document link.

5. Display sales summary

Select marked field ( sales summary from VA01)

Click on each field to navigate to detail.

Find below information using this function.

Find last order

Last delivery details

Last billing document

Open sales order and open delivery information

Open billing document information

6. Usefull T-codes

1.Tramsaction- VA05( sales order list )

From VA01 Screen

Check out different options to filter results.

Open sales order= click this option to view orders that are not delivered

All sales order= Select this option to view all sales order of the particula customers or a list of orders

with in a period of time.

My orders= Option to view orders enter by logged user.

2. Transaction=VA06 (Sales order monitor)

Click on each radio button and select specific filter views

Uses

Filter sales order according to various selection criterias

Find sales orders according to its processing status

3. Transaction- VL06O (Outbound Delivery monitor)

For good issue.

Select delivery number click post good issue

Collective processing for good issue-

Can good issue multiple deliveries in

single click.

Display list of out bound deliveries

List of out bound deliveries.

Fill selection criteria

Click execute will navigate to header level view

Click on item view navigate to item level view

4. Transaction VF04- (billing due list)

View bills due for processing

5. Transaction V/LD- (Price report)

Execute price report

Fill required parameters execute

Double click on specific item will navigate to particular condition record

Materials

Sales order simplification using standard SAP process.

1.Using GUI XT

1. Buttons

Let’s get our hands dirty by taking an example case of “Create Sales Order” – VA01 Transaction of SAP ERP. Using GuiXT, I’ll demonstrate how you can go about simplifying the entire Transaction. Step 1: Create a quick jump button for the user on a start/dashboard screen. File: SAPLSMTR_NAVIGATION.E100.TXT

// Clear the screen Del X[IMAGE_CONTAINER] // Add button for the process that will fire VA01 on clicking, and any more you wish to add Pushbutton (1,0) “Create Sales Order” “/nva01″ size=”2” Pushbutton (1,35) “OBD ” “/nvl01n” size=”2″

2. Hide unwanted fields in initial screen

Add default value(s) for quicker input if applicable Hide unwanted/default fields from screen Limit user choice for data input

File: SAPMV45A.E0101.TXT

// Set default value in Order Type field Default F[Order Type] “OR” // Standard order // Remove Group Box with all fields Del G[Organizational Data] // Assign smart Radio buttons for automatic data entry in required fields // Add two radio buttons that enter appropriate values in SAles Org, Distr Channel and Division fields, when clicked Radiobutton (2,0) “General orders” name=”g_radio” [Sales Organization] “0001” [Distribution Channel] “01” [Division] “01” Radiobutton (2,25) “HQ” name=”g_radio” [Sales Organization] “1000” [Distribution Channel] “10” [Division] “10”

Step 3: Simplify Main Screen. Second screen of VA01 – let’s do the following…

Change some labels to user-friendly text Reduce number of columns in the Table Hide unwanted TABs and fields from screen Add more functionality and integration

File: SAPMV45A.E4001.TXT

// Change sold-to party to “customer” Text F[Sold-to party] “Customer” // Identify unwanted columns and hide them by numbers or names as reference ColumnWidth [All items,ItCa] 0 ColumnWidth [All items,Material group] 0 ColumnWidth … // Remove unwanted TABs Del P[Item overview] Del P[Item detail] Del … // Add “import from excel” functionality to populate the table rows faster // The specific implementation can vary, so the entire logic is excluded from here // “import_data.txt” is a program that has to be written to your specific requirement Pushbutton (col,row) “Import from Excel” “/0″ process=”import_data.txt” // Add “create delivery” functionality in toolbar; you can add more…like “post goods issue” etc… // Inside specific script text files, you need to specify the user actions for the scripts to execute Pushbutton (Toolbar) “SAVE and Create Delivery” “/0″ process=”save_and_create_delivery.txt” File: Save_And_Create_Delivery.TXT // If the user step is to save the order and then click on a menu item to create delivery, the same has to reflect within this script Screen SAPMV45A.4001 Enter “/11” Screen SAPMV45A.4001 Enter “/Menu=1,7” Screenshot:

2. Enhanced material search with simplified material creation.

One of the key issues in wholesale distribution and other trading industries is efficiency in sales order entry. To speed up the searching for materials the new “Enhanced Material Search with Creation” is introduced as an alternative to the F4 material search, implemented in the Standard Sales Order within SAP ERP 6.0 Enhancement Pack 2.

In a series of blogs I would like to outline the fantastic new features of the Enhanced Material Search with Creation that makes sales order entry much more efficient and intuitive for sales reps and backoffice. This first blog covers the general features of the Enhanced Material Search and the enrichment of search results with additional information from SAP ERP, like prices and stock availability for selected plants.

Full-text search using the TREX search index The new enhanced material search is called from the Standard Sales Order and comes with an own screen. It provides a full-text google-like search for materials. Of course you can use wildcards. A fault tolerance can be switched on/off on the search screen. This is a much more intuitive way to search compared with the F4 search. Additional specific search criteria can be used to narrow down the search results or to search in a field-specific way. You can configure your desired search criteria from a list and influence their sequence on the screen. Also you can customize which search criteria are always visible and which can be additionally shown when individually required. This saves screen space for the search results. The enhanced material search is based on the SAP Search Engine (TREX) which is typically installed on a small external server. The TREX search incredibly fast because the index is held completely in memory (RAM). A nice benefit: When using a TREX index instead of the F4 search you reduce the load on the SAP ERP system and gain performance for other processes. Keyword Search Imagine you are a new sales rep and a customer calls you and ask for an affordable water pump that is in stock. How do you start your search? Is a pump called “pump”? Usually not – typically there is a model number and maybe a vendor named in the material description, but the term “pump” does not appear. With the new enhanced material search a keyword search is introduced that solves this common issue. The keywords are not assigned to individual materials but to material groups. So you can e.g. create a new keyword “PUMPS” and connect it to the material group(s) that hold all the pumps. After a few minutes allowing the TREX to update its index the new keyword can be used as a normal search term within the full text search. Of course you can mix “normal” search terms with keywords, e.g. “siwamatics pumps” would bring up all materials which have the term “siwamatics” in the material description fields, and which are part of the material group(s) the keyword PUMPS is assigned to.

The keywords itself can be easily created in the new (small) transaction WSD_KEYWORD. You can assign one keyword to multiple material groups. You can also use keywords for common abbreviations, e.g. to use “PBG” for all plumbing products. Enrichment of Search Results with Prices, Stock Availability, and other ERP OK, with the new keyword search feature you have easily found the pumps, but you still need to know which pumps are in stock and what their (customer specific) sales price is. Remember we

are still in a sales order, so we know the customer, pricing conditions, and we know our plant/store and our distribution chain – so we know enough to determine stock availability and prices – let’s do it! Unlike the standard F4 material search the search results in the Enhanced Material Search are enriched with stock availability (ATP or unrestricted stock) and prices (list price, expected customer price, purchase price):

Stock availability

All search results now immediately show the stock availability for the own plant in the search results overview. You can configure if the unrestricted use stock or current ATP quantity is shown.

Foreach search result you can further display the stock availability for other plants you have selected, such as predefined plant groups or plant numbers entered individually. For your own plant you can predefine so-called Close-By Plants or plants of your region. The close-by plants for your own plant are maintained in the transaction WSD_CBP. In customizing you can individually decide whether you would like to see unrestricted stock or ATP for the own plant, close-by plants and other plants.

Please regard: No reservation or drill-down functionality to find the optimum location etc. takes place here during the ATP check; just the actual stock quantity is displayed.

Prices For each search result the sales list price (of your pricing procedure), the expected customer sales price as well as the purchasing price maintained in the purchasing info record is calculated/determined. Prices can be determined in a plant specific way, so if your price for a given product is different in other store the correct price is always shown. Why expected customer sales price? In the sales order you can have header specific conditions we cannot cover in the material search results. There could also be material-material-dependencies like buy 1 get another one 50% off. This cannot be covered in the calculation of the customer price, but will be determined correctly in sales order. That’s the reason why it is called “expected”.

Additional Enrichment For all search results the following additional information is shown: – Color Indicator for material maintenance (stock available, no stock available, material not maintained for plant/distribution chain) – Material number, sales unit, EAN/UPC – Plant + plant name – Stock level, base unit + type of stock determination indicator (unrestricted use stock or ATP stock) – Sales list price, expected customer price, purchasing price + corresponding currencies – Old material number

– Material group + description, product hierarchy, material type, material category – Vendor + vendor name, vendor sub range, vendor material number, vendor material group

Transfer multiple search results to sales order With this wealth of information on hand, a sales representative can quickly and easily find suitable products that are in stock and in budget. The sales rep can directly enter the order quantity for search results (even for a different plant!), mark the search result lines and transfer all marked lines to the sales order in one step. From a sales order point of view, the sales order receives material number, order quantity and plant for each search result that is transferred. All the determinations for ATP or gATP, prices, plant/material combination checks, price calculation etc. take place in the sales order as before, without being influenced by the new Enhanced Material Search.

Reference: https://blogs.sap.com/2007/10/24/enhanced-material-search-with-creation-part-1-

overview-enrichment-of-search-results-with-prices-and-stock-availability/

3. Simplified material creation screen

Extended functionality of enhanced material search function.

4.Customer search

The Full Text Search for Customers is another Sales Order Enhancement Series: Overview that makes life easier for anyone who works with the ERP Sales Order (va01/va02), Quotation (va21/va22) or Inquiry (va11/va12). Users can search for customers quickly and intuitively from the header of the sales document. You can use any part of the customer name, address, city, zip code at once, like you are used when searching the web.

In case you receive multiple search results, a popup is shown where you can easily select the desired customer.

In case there is just one search result, the customer number is immediately added to the sold-to party and ship-to-party field.

In addition, you can easily create new customers, triggered from within the sales document. Therefore a new button is provided that brings you right to the Customer Creation application (vd01). After the customer creation is done, you are back in the sales document. This is how it looks:

And the configuration is very simple: 1) Activate Business Function First you need to make sure the required Business Function of the ERP Enhancement Package is activated. The Full Text Search for Customers is part of SAP ERP Core 6.0 EhP4, contained in component SAP_APPL 604 in Business Function LOG_SD_SIMP_02. The business function can be activated with transaction SFW5. 2) Install TREX Server The Customer Search relies on an index that is hosted on a TREX server in your system landscape. If not already in place the TREX server must be installed and connected to your SAP ERP EhP4 system via RFC by your system administration. More information about how to set up and configure a TREX server can be found here:

1254901 – SES for customer projects on TREX search 1345777 – FAQs Search Engine Service (SES)

3) Create search index for Customers (KNA1) After that, you have to create a TREX search index for the business object KNA1 (customer). Therefore,

Go to transaction SES_ADMIN. Go to Menu > Index > Create/Activate Indexes, and select the business object KNA1 from the list. KNA1 is then added to the Index Monitor list.

Mark the line and press the button “Index immediately”. Select “Full indexation”, to export all customer data to the new index.

To keep track of future customer changes and new customers you should ask your system administration to schedule a system job for a “Delta indexation” of the KNA1 index every night, week or so.

4) Configure Full Text Customer Search in Sales Documents

Go to IMG > Sales and Distribution > Sales > Sales Documents > Define Full Text Search for Customers

Mark the sales document types you would like to include the Full Text Search for Customers.

When you now start the sales application with an order type you have maintained the Full Text

Search for Customers for, you can use the new fields on the screen.

5.Predefined price elements

Mantain priceing conditions in the sales order item tab

Apply discount with out navigation into conditions screen

Activate at order type level

Steps

1. Activate business function

SAP-ERP 6.0, EHP 4

Component- SAP_APPL 604

Business function- LOG_SD_SIMP_02

Tocde- SFW5

2. Identify Predefined price elements.

GotoIMGSDBasic FunctionsPricingPredefined Price elements in pricing

Add to pricing procedure

3. Define predefined price elements for document type

IMGSDBasic FunctionsPricingPredefined price elementsPredefined price elements for

document type

4. Define display options

IMGSDBasic functionspricingpredefined price elementsDefine display options

Discount column added

6. TAB Control

Jump to required field only

No need to navigate through all the fields.

User definable and simple

Steps

Use CTRL+RIGHT Mouse button to enable Tab navigation

Following menu appears

Place cusrser in required field (Define entry point) then define same field as from elemant

Place cusrser in next field and deine that field as to element.

Click on same field and define the field as from element.

place curser on next field and define to element.

Define final field in tab navigation as exit point

Visualisation of active tab controls (marked in blue)