Project #3 – Customer Order Management - University …anthonyb/itp320/3-Cust_Order_template.doc · Web viewProject #3 – Customer Order Management Follow the directions below

Project #3 – Customer Order Management

Follow the directions below and answer any questions by filling in the blanks. Note: Replace XX with your two digit team number where applicable. When you are finished, copy your answers to the answer sheet attached to the end of this project. Also, complete the Summarization sheet. Each team must turn in one answer sheet and one summarization sheet to me at the beginning of class in two weeks. You may keep the project write-up for your own reference and study material.

PART 1 - Standard Customer Order

Many businesses manage customer orders from initial requests for products to the receipt and posting of customer payment as part of the Customer Order management cycle.

To begin the cycle, a business may take customer orders over the phone. These orders contain customer and product information, pricing data, delivery schedules, and destinations. Customer service representatives use this information to report prices and delivery dates to the customer before they confirm an order. They also use this information to answer customer questions and resolve problems.

Following order entry, the business then schedules and organizes customer orders for optimal delivery. They pick the product (noting any discrepancies from the ordered quantity) and print the shipping documents. When a business releases the deliveries to the customer, the SAP R/3 System automatically updates the inventory quantities and stock values in the general ledger.

After the business delivers the product, billing generates an invoice that automatically creates the corresponding general ledger posting. Billing clerks can group customer deliveries on one invoice or create individual invoices, depending on the customer’s requirements. The accounting department may periodically review the customer’s open items and posts payments against customer invoices.

Creating a Standard Sales Order

Create a sales order and record the system-generated document number for the transaction.

Logistics Sales/distribution SalesOrder Create

Enter the following data:

Create Sales Order: Initial ScreenField Name Input Data

Order Type (Standard) ORSales organization (US) 3000Distribution channel (Retail) 03Division (Motorbikes) 02

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Order

Select the Enter button and enter the following data:

Create Standard Order: Overview – Single Line EntryField Name Input Data

Sold-to-party (Cycle Concepts) 1300-XXPurchase order number PO-3-XXPO date Today’s dateReq. Deliv. Date Today’s dateMaterial (1200cc Motorbike) 1400-500-XXQuantity 10Material (Deluxe Headlight) 1400-100-XX Quantity 15Material (Deluxe Taillight) 1400-200-XX Quantity 20

Note: The requested delivery date field defaults to a future date. Be sure to change it to Today’s date.

Select the Save button to complete the transaction. What is the system generated transaction number displayed in the status bar for your standard sales order?

1. Standard Sales Order Document No.:

Displaying the Sales Order Display the sales order and record the scheduled delivery dates and pricing information for the first item.

Logistics Sales/distribution SalesOrder Display


Display Sales Order: Initial ScreenField Name Input Data

Order number Your # from above

Select the Enter button to continue to the next screen.

To display the delivery date for a line item:

Select the box to the left of an item, say 1400-500-XX for example.

Click on the Schedule line button.

Select a line item, then click on the Shipping details button.

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2. What are the scheduling dates determined for the materials?

Display Standard Order: Item – Schedule Line – Shipping DetailsField Name Results

Delivery dateMaterial available dateLoading dateGoods issue dateTransportation scheduling date

3. What shipping point has been determined for your order?

Note: The system has specified this shipping point based upon the information found within the Material Master for the three materials on the order. (Hint: Within the Order Overview window, click on the material, then click on the Bus. data button.)

To display the pricing:

Select the Green arrow icon (Back button) twice to return to the Single-Line Entry Overview screen.

Select the box to the left of the first item (1400-500-XX ).

Execute the path: Item Pricing or simply click on the Pricing button.

4. What is the price for a single MSI 1200cc Motorcycle?

5. What is the cash discount for this item (1400-500-XX ) ? Note: The amount is not yet subtracted because we’re not yet sure if the customer

will pay within 10 days. (The Bus. data button shows that a payment term of 2% 10 days, net 30 exists for this customer.)

Return to the Single-Line Entry Overview screen for the Sales Order by clicking on the Back button once.

6. What is the total value for this sales order?

Checking Availability of Inventory in StockThe SAP R/3 system automatically checks inventory for the availability of material listed on an order at the time the order is created. As you saw above, the motorcycle is available today! You can, however, check inventory yourself to determine exactly how much material is currently on hand.

Open a new window by executing the menu path:System Create session

Maximize this new window, then follow the menu path:Logistics Materials Management Inventory ManagementEnvironment Stock Stock overview

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Stock Overview: Company Code/Plant/Storage Location/BatchField Name Input Data

Material (1200cc Motorbike) 1400-500-XXPlant (New York) 3000

Click on the Execute button.

7. How many 1200cc Motorcycles are currently available in the New York 's No. 1 warehouse, that is, how many are currently listed as "unrestricted use"?

Proceed back to the Stock Overview: Company Code/Plant/Storage Location/Batch window by clicking on the Back button.

Displaying the Document Flow for the Sales Order Return to the Single-Line Entry Overview screen for the Sales Order. (i.e. Alt - Tab)

To determine the status for the sales order document, as well as for other documents in the Customer Order process, execute the path:

Environment Document Flow

Double-click on the order line item.

8. What is the overall processing status of the sales document?

Click on the Status Overview button.

9. Have the items on the sales order been delivered yet?Why or why not?

10. Click on the Delivery Overview button and record the following:

Cumulative Quantity StatusField Name Results

Ordered (for material 1400-500-XX)ConfirmedIssuedInvoiced

Return to the main SAP R/3 menu screen by clicking on the Exit button four times.

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Creating the Delivery Document

Create and save the delivery document for the sales order.Logistics Sales/distribution Shipping Delivery Create


Create DeliveryField Name Input Data

Shipping Point (NY Shipping Pt) Answer to #3Selection date Today’s dateSales Order Answer to #1

Select the Enter button

You must now select all three items to verify that, indeed, you wish to create a delivery document containing all the materials listed in the original sales order.

11. Select the Save button to complete the transaction and record the Delivery documentnumber:

Displaying the Document Flow and Status of the Delivery

Display the document flow and record the document status below.Logistics Sales/distribution ShippingDelivery Display

Enter the Delivery document number from question #11 then execute the path:Environment Document Flow

12. What is the overall processing status of the sales order?

13. What is the overall processing status of the Delivery document?

Double-click on the Delivery document line item.

14. Click on the Status Overview button to view the status of items related to the Delivery document and record the following:

Item Status - DeliveryField Name Results

Overall statusGoods movement statusBilling statusOverall pick status

Close the Item Status - Delivery window and return to the SAP R/3 main menu screen by clicking on the Exit button three times.

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Delivery

Updating the Picked Quantity

Change the delivery note and update the picked quantity.Logistics Sales/distribution ShippingDelivery Change


Change DeliveryField Name Input Data

Delivery The no. from #11

Select the Picking button

Enter in the picked quantity for all the items in the delivery document.

Note: the pick quantity is entered directly under the delivery quantity for each item. It is here that you are saying "these items in inventory are spoken for!"


Pick quantity for 1400-500-XX 10Pick quantity for 1400-100-XX 15Pick quantity for 1400-200-XX 20

-- Do not leave this screen just yet --

Checking the Status of Inventory in StockReturn to the Stock Overview: Company Code/Plant/Storage Location/Batch window (i.e. Alt - Tab)





15. How many 1200cc Motorcycles are now scheduled for delivery? Note: You will have to click on the Right Columns button several

times.


Now, return to the Delivery Change - Overview: Picking screen (i.e. Alt - Tab)

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Begin the Shipping Process

Select all three line items.

Click on the Post goods issue button to inform the system that the goods have left the dock.

Verify that the message in the status bar reads: "Delivery 80006… has been saved".

Make Another Check of the Stock in InventoryReturn to the Stock Overview: Company Code/Plant/Storage Location/Batch window (i.e. Alt - Tab)





16. How many 1200cc Motorcycles are now available in inventory?


Now, return to the Change Delivery screen (i.e. Alt - Tab)

Take Another Look at the Status of the Document Flow

Verify that within the Change Delivery window, your Delivery document number is entered then follow the menu path:

Environment Document Flow

Double-click the Delivery document line item.

17. Click on the Status Overview button to view the status of items related to the Delivery document and record the following:


Overall statusGoods movement statusBilling statusPicking status

Compare these answers with those of question #14

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e.g. "Unrestricted Use"

Create an Invoice for the Delivery (Billing)

Return to the SAP R/3 main menu screen by clicking on the Exit button as necessary.

Create an invoice for your original sales order by following the menu path:Logistics Sales/distribution BillingBilling Document Create

The system automatically defaults to the delivery note. Select the Execute button to view the invoice.

18. Record the net value for the invoice:

Select all three line items.

Click on the Save button to complete this business transaction.

19. Record the system-generated billing document number:

Note: The system will automatically generate the necessary general ledger journal entries as you will soon see.

Display the Document FlowDisplay the document flow and record the accounting document number that was also created.

Logistics Sales/distribution BillingBilling Document Display

Enter the Billing document number from question #19 then execute the path:Environment Document Flow

20. Record the following:

Document FlowField Name Results

Sales OrderDeliveryInvoiceAccounting Doc.

21. Record the Accounting Document No:

Double-click on the Accounting document line item.

Click on the Previous doc. button to view the invoice that was generated earlier.

Click on the Status Overview button to view the current processing status of information contained within the invoice.

22. What module has the invoice information been posted?

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Invoice

Post Payment to the Invoice

Miraculously, you have just created a sales order and a delivery document, shipped the goods to your customer, and sent your customer an invoice. All in just a little over an hour. Well, just as amazingly, you have just received a check from your customer!

Enter the payment into the system for the invoice that was created in question #19.Accounting Financial accounting Accounts receivable Document entry Incoming payment


Post Incoming Payment: Header dataField Name Input Data

Document date Today’s dateCompany Code (Motor Sports Intl) 3000Currency/rate (US dollars) USD(Bank data) Account (Citibank) 113100Amount From question #18Value date Today’s date(Open items) Account (Cycle Con) 1300-XX

Select the Enter button to continue.

23. You have just received a check in the amount indicated by the invoice (#18), yet when you post the amount, there seems to be a discrepancy with the amount assigned to the customer. What is the amount of this discrepancy, AND why does this difference occur?

Enter the cash discount amount in the “Difference posting” line in order to post the payment.

Select the Save button to post the document.

24. Record the Post Payment Document no.:

A Final Look at the Document FlowDisplay the document flow again, and this time, record the status of the accounting document.

Logistics Sales/distribution BillingBilling Document Display

Enter the Billing document number from question #19 then execute the path:Environment Document Flow

25. Record the following information:Document Flow

Field Name ResultsAccounting document status

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Payments

PART 2 - Processing Returned Goods

Although companies have a quality inspection process, they sometimes receive complaints about damaged or defective merchandise. The Customer service representative must first determine which sales order references the product. This ensures that pricing and other details about the original delivery can be cross-referenced to the credit document. In all cases, the order must have already been invoiced before the company can issue a credit.

After locating the invoiced sales order, the customer representative initiates one of two credit procedures. If the customer returns the defective product, the representative initiates a return request (or return authorization). If the customer does not have to return the product, the representative then simply creates a credit memo request.

In this part, your customer noticed that when unloading, from the truck, the material from the order created in Part1, five cartons of headlights had been damaged - probably from shifting on the truck during delivery. You will need to create a return request for the headlights and request that the customer return the headlights to the warehouse for possible rework. In the mean time you will also issue a credit memo request for the damaged headlights. The customer does not need a replacement shipment since they currently have enough stock on hand.

Create a Return Request Order

Create and record a return request for the headlightsLogistics Sales/distribution SalesOrder Create



Order Type "Returns"Sales organization 3000Distribution channel 03Division 02

26. What is the code for the Return order type?

Click on the Reference to Order button and enter the following data:

Create with ReferenceField Name Input Data

Order From question #1

Click on the Selection List button.

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Order

Within the Standard order: Selection List for Reference Document window, you should have only the Material 1400-100- XX selected .

Click on the Copy button and enter the following data:

Create Returns: Overview - Single-Line EntryField Name Input Data

Order Reason 102Order quantity (being returned) 5

27. What does the code 102 represent?

28. Does the system automatically place a "Billing Block" on the transaction?

29. Save and record the Returns (returns authorization) number:

Receipt of Returned Goods

When you receive the returned product, you must acknowledge its receipt and take the product to a returns area for restricted stock so that it will not be allocated to another order.

Create and save the return (delivery) document for the returned headlights and record the document number.

Logistics Sales/distribution Shipping Delivery Create


Create DeliveryField Name Input Data

Shipping Point Answer to #3Selection date One week from todaySales Order Answer to #29

Click on the Enter button.

Note: The system may display a message for you to display the log. This message simply tells you that it changed the picking dates and will not affect this delivery Select the Enter button if this message appears.

30. Save, then record the Returns Delivery doc number:

Challenge:

31. Determine the Delivery Document type:Hint: Display the delivery document, then view the general header data from the

Header menu.3 - 11

Delivery

Updating Inventory Stock

You now place the product into a storage location restricted for returns after examining the headlights and determining that they were damaged during delivery to the customer. This is similar to posting goods issued; however, in this case, it's posting goods received.

Note: Use the Change Delivery function to "receive" the returned headlights.Logistics Sales/distribution ShippingDelivery Change



Delivery The no. from #30

Click on the Post goods issue button to inform the system that the goods have been received.

32. What message is displayed in the status bar?

Checking Inventory StockCheck the stock overview for the headlights to verify that they have been assigned to an area that has been set aside for returns.

Note: If you still have a second session window open to the stock overview transaction, you may simply Alt-Tab.

Logistics Materials Management Inventory ManagementEnvironment Stock Stock Overview


Stock Overview: Company Code/Plant/St LocationField Name Input Data

Material 1400-100-XX Plant 3000


33. How many headlights are currently available in the New York 's No. 1 warehouse, that is, how many are currently listed as "unrestricted use"?

34. How many headlights have been returned?

Note: You will have to click on the Right Columns button several times.

Notice, returned goods are not considered to be available; e.g. "unrestricted use".3 - 12

Issuing the Credit Memo

After a product is returned and checked in, the Billing department creates a credit memo referencing a return request. For credit memo requests that do not involve a returned product, a company can create a credit memo as soon as the request is issued.

A company can place a billing block on all return request and credit memo request transactions. This billing block would require a user with appropriate authorization, say, a supervisor, to then approve all credit-related requests before the transactions could be completed.

Approve the original request for the complete quantity of headlights by removing the billing block that you noticed in question #28.

Logistics Sales/distribution SalesOrder Change

Enter the following information:

Change Sales OrderField Name Input Data

Sales Order From question #29


Note: You will receive a message to consider subsequent documents. You can disregard this message, because you are only going to change the billing block status and nothing else that would affect other documents.

Remove the Billing Block. In other words, approve the return request.

Change Returns Request: Overview - Single Line EntryField Name Input Data

Billing Block Remove existing block

Enter and Save the order.

Issue the credit memo for the return of the headlights to the customer and record the document number.

Logistics Sales/distribution BillingBilling Document Create


Create Billing DocumentField Name Input Data

Document From question #29

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Invoice

Click on the Execute button then on the Save button to complete this business transaction.

35. Record the Billing document number:

Challenge:

36. Determine the Billing Document type:

Hint: Display the billing document, then view the header details from the Header menu.

Be sure to release the billing document to accounting.Logistics Sales/distribution BillingBilling Document Change

Click on the Accounting button to first review the accounting document.

37. Record the Accounting document number:

Double-click on the accounting document line.

38. Record the amount that was credited to the customer's general ledger account for the

returned headlights.

Click on the Back button to return to the List of Documents in Accounting window.

Close this window, thus, returning to the Credit for Returns (RE) Change Billing Document window.

Now, click on the Release To Accounting button.

Verify in the Status Bar that the document has been passed on to Accounting.

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Ensuring the Credit due the Customer

When a company creates a credit memo, the Billing department expects the R/3 System to automatically apply the credit to the customer's outstanding balance. This action updates the customer's outstanding balance and credit history. The accounts receivable clerk can then display all outstanding invoices for the customer, and ensure that the customer received credit for the returns and credit memos.

Display all open invoices for the customer.Accounting Financial accounting Accounts receivable Account Display line items


Display Customer Line Items: Initial ScreenField Name Input Data

Customer 1300-XX Company Code 3000Open items X


Check the customer's account to determine if any credit amount has been was posted

39. Has the customer been credited $200 for the returned headlights?

40. Is there another amount which has been credited to this customer?

41. If there is, what is this amount AND what is the reason for this credit?

PART 3 - Reporting and Analysis

Several business departments will require information contained in the customer and sales documents. In this part, you will verify that the R/3 system supports routine reporting requirements.

Prepare a Customer Name and Address ListExecute the following menu path:

System Services Reporting


ABAP/4: Execute ProgramField Name Input Data

Program (Customer List) RFDKVZ00

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Payments

Select the Execute button.

Customer ListField Name Input Data

Company code 3000


42. Record the address for customer 1300-XX: (You may want to try using the Find button and use the search term 1300-XX rather than scrolling through the lengthy list.)

List Processing

Businesses must effectively manage the customer order activities. Customer Service, Shipping, and Accounting personnel frequently compile lists of transactions that require further processing. The departments use the lists to organize their processing activities. Once they access the lists, they can drill down to the particular document requiring further processing. Examples include preparing: lists of sales orders by customer, lists of sales orders ready for delivery note creation, lists of delivery notes ready for picking and shipping, lists of shipped delivery notes ready for billing, and lists of blocked documents requiring special attention.

Create a list of all sales orders for your customer. Select the specified display variant.Logistics Sales/distribution SalesOrder List


List of Sales OrderField Name Input Data

Sold-to-party 1300-XX

Under the Selection criteria section, select the "All sales orders" radio button.

Click on the Disp. Variants button.

Double-click on Order Overview.

Click on the Enter icon.

43. What information is displayed?

Click on the Disp. Variants button again.

Double-click on Partner Order Items.

44. How is the information displayed?

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Sales Information SystemManagement often requests sales analysis reports to analyze buying patterns, to review the amount of business with each customer, and to plan for production requirements. Typically, management also reviews the sales patterns to simply study the overall performance of the sales organization.

In this exercise, you will review the total value of incoming orders by customer and the incoming sales measured against the invoiced sales. For planning and budgeting efforts, you will be able to analyze the value of sales by division and the value of sales by material. You will run a standard analysis using the Sales Information System component of the Logistics Information System and experiment with various reporting presentation formats.

Review the customer sales history by performing a standard customer analysis. Save your analysis using the specified selection version.

Logistics Sales/distribution Sales Info SystemStandard analysis Customer

Enter the following data:Customer Analysis: Selection

Field Name Input DataSold-to party 1300-XXMaterial Leave blankSales organization 3000Distribution channel 03Division 02Period The last two months


45. What are the total orders for this customer in the last two months?

You can double click on “Cycle Concepts” to display additional information. Watch the information as it is displayed in the header.

Exit this report window, and return to the Customer Analysis: Selection window. There is no need to save this report.

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Running a Customer Analysis

Run a customer analysis and change the settings to display the customer number and name. Record the value of incoming orders for your customer number. Add a key figure (Invoiced Qty) to the standard analysis and record the number of units invoiced for the specified customer.



Customer Analysis: SelectionField Name Input Data

Sold-to party 1300-XXMaterial Leave blankSales organization 3000Distribution channel 03


Note: You can view the sold-to party by the assigned customer number, name, or both.

Use the following path to change the settings to display both customer number and name:

Settings Char. Display Key and description

Select the following menu path to add a key figure to your report:

Edit Choose key figs…

The system will display a window indicating the key figures that are already existing on your report.

To add the Invoiced quantity key figure, select the Selection list button.

Scroll up or down on this window until you see the Invoiced quantity field.

Select the box to the left of that field and then select the Copy + close button.

Select the Copy button.

Note: The system displays the report with the additional field Invoiced Quantity.

46. Record the Total Invoiced quantity amount?

If you wish, you may click on Switch Drill-down button and select the "Materials" radio button to display the Invoiced quantity per material item.

There is no need to save this analysis when you exit the window.

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Additional Challenge

The following section contains some tasks and questions which you should now be able to complete after having finished the first part of this lab. Feel free to explore and try new things in order to answer the questions. However, as the heading "Additional Challenge" suggests, these questions are for you to answer on your own. The TA's are not to help you with this part.

In the previous sections, you created a "standard" order, as well as a "return" order. You will now explore a "rush" order and investigate the similarities, as well as the differences of this order, from those you created earlier.

Your customer, Cycle Concepts, after returning the damaged headlights, found themselves in an awkward situation… they are now short in inventory. Earlier, Cycle Concepts had promised one of their customers some headlights, however, after returning the headlights to MSI, they are now unable to fullfill that promise. James Boyd has made a personal call to MSI requesting that a shipment of 5 headlights be made as soon as possible to cover the 5 headlights previously returned. Because the headlights were accidentally damaged in transit with no fault of either party, and because Cycle Concepts is one of MSI's better customers, you will want to accommodate James Boyd's request promptly

Create a Rush Order



Order Type "Rush"Sales organization 3000Distribution channel 03Division 02

47. What is the code for the Rush order type?

Select the Enter button and enter the following data:

Create Standard Order: Overview – Single Line EntryField Name Input Data

Sold-to-party (Cycle Concepts) 1300-XXPurchase order number PO-4-XXPO date Today’s dateMaterial (Deluxe Headlight) 1400-100-XX Quantity 5

48. What date is automatically displayed for the required delivery date"?

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Logistics Sales/distribution SalesOrder Create

Click on the Enter button

49. What is the net value for the order?

Has MSI configured the R/3 system to add an additional fee for the "Rush" order?

Select the Save button to complete the transaction.

50. What does the R/3 system do differently when handling a "Rush" order than when working with a "Standard" order?

51. Record the "Rush" order number:

Record the delivery document number:

52. Have the goods been picked and posted already?

Pick and Post Goods Issue

If necessary, pick the materials for the delivery document, then post goods issued.

Create the Invoice (Billing)

Create the Invoice, Execute, then Save the transaction.

53. Record the billing document number?

Post Payment to the Invoice


Post Incoming Payment: Header dataField Name Input Data

Document date Today’s dateCompany Code (Motor Sports Intl) 3000Currency/rate (US dollars) USD(Bank data) Account (Citibank) 113100Amount From question #49Value date Today’s date(Open items) Account (Cycle Con) 1300-XX

Click on the Enter button to continue.

In the Open Items window, double-click in the "difference posting" field to balance the open items, then click on the Save button to post the payment.

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Logistics Sales/distribution ShippingDelivery Change

Logistics Sales/distribution BillingBilling document Create

Accounting Financial accounting Accounts receivableDocument entry Incoming payment

Run a Customer Analysis


Customer Analysis: SelectionField Name Input Data

Sold-to party 1300-XXMaterial Leave blankSales organization 3000Distribution channel 03Division 02


54. Record the following sales figures for Cycle Concepts:

Sold-to party Invoiced sales Credit memosCycle Concepts

You may exit this screen. There is no need to save this report.

End of Project #3

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Project #3 - Customer Order ManagementAnswer Sheet

Student Names: Team No.

Client No.

PART 1 - Standard Customer Order

1. Standard Sales Order Document No.:

2. (2.5 pts) What are the scheduling dates determined for the materials?

Display Standard Order: Item – Schedule Line – Shipping DetailsField Name Results

Delivery date

Material available date

Loading date

Goods issue date

Transportation scheduling date

3. What shipping point has been determined for your order?

4. What is the price for a single MSI 1200cc Motorcycle?

5. What is the cash discount for this item (1400-500-XX ) ?

6. What is the total value for this sales order?

7. How many 1200cc Motorcycles are currently available in the New York?

8. What is the overall processing status of the sales document?

9. (2 pts) Have the items on the sales order been delivered yet?

Why or why not?

10. (2 pts) Click on the Delivery Overview button and record the following:

Cumulative Quantity StatusField Name Results

Ordered (for material 1400-500-XX)

Confirmed

Issued

Invoiced

11. Record the Delivery document number:

12. What is the overall processing status of the sales order?

13. What is the overall processing status of the Delivery document?

14. (2 pts) Record the status of items related to the Delivery document:


Overall status

Goods movement status

Billing status

Overall pick status

15. How many 1200cc Motorcycles are now scheduled for delivery?

16. How many 1200cc Motorcycles are now available in inventory?

17. (2 pts) Record the status of items related to the Delivery document:


Overall status

Goods movement status

Billing status

Picking status

18. Record the net value for the invoice:

19. Record the system-generated billing document number:

20. (2 pts) Record the following:


Sales Order

Delivery

Invoice

Accounting Doc.

21. Record the Accounting Document No:

22. What module has the invoice information been posted?

23. (2 pts) What is the amount of the discrepancy, AND why does this difference occur?

24. Record the Post Payment Document no.:

25. Record the following information:


Accounting document status

PART 2 - Processing Returned Goods

26. What is the code for the Return order type?

27. What does the code 102 represent?

28. Does the system automatically place a "Billing Block" on the transaction?

29. Save and record the Returns (returns authorization) number:

30. Save, then record the Returns Delivery doc number:

31. Determine the Delivery Document type:

32. What message is displayed in the status bar?

33. How many headlights are currently available in New York?

34. How many headlights have been returned?

35. Record the Billing document number:

36. Determine the Billing Document type:

37. Record the Accounting document number:

38. Determine the amount credited to the customer:

39. Has the customer been credited $200 for the returned headlights?

40. Is there another amount which has been credited to this customer?

41. (2 pts) If there is, what is this amount AND what is the reason for this credit?

PART 3 - Reporting and Analysis

42. (1 pt) Record the address for customer 1300-XX :

43. What information is displayed?

44. How is the information displayed?

45. What are the total orders for this customer in the last two months?

46. Record the Total Invoiced quantity amount?

Additional Challenge

47. What is the code for the Rush order type?

48. What date is automatically displayed for the required delivery date"?

49. (2 pts) What is the net value for the order?

Has MSI configured the R/3 system to add an additional fee for the "Rush" order?

50. What does the R/3 system do differently when handling a "Rush" order than when working with a "Standard" order?

51. (2 pts) Record the "Rush" order number:

Record the delivery document number:

52. Have the goods been picked and posted already?

53. Record the billing document number?

54. (1 pt) Record the following sales figures for Cycle Concepts:

Sold-to party Invoiced sales Credit memosCycle Concepts

Project #3 - Customer Order ManagementSummarization

Student Names: Team No.Client No.

1. Generally speaking, after any pre-sales activities, how many transactions (documents) make up the Customer Order business process?

2. (2 pts) List the transactions (documents), in order of execution, that make up the Customer Order process: (from lecture)

a) b) c) d)

3. (2.5 pts) According to the text, when a standard sales order is processed, what tasks are carried out by the system?

4. "Picking" is carried out during which transaction of the Customer Order process?

5. What task completes the Delivery transaction?

6. During which transaction does the Sales and Distribution (SD) module integrate with the Financial (FI) module by the addition of an amount to the Accounts Receivable account in theGeneral ledger?

7. Document types dictate the types of documents that follow during a business process. A "standard order" sales document leads to the creation of what type of billing document ( a credit memo or a debit memo)?

8. A "return order" sales document leads to what type of billing document ( a credit memo or a debit memo)?

9. (2 pts) In the case of a "rush order", what two documents are created at the same time by the system?

a) b)

10. Tasks such as processing entries against open items in Accounts Receivables, and reconciling any differences due to discounts, occur during this transaction:

End of Summarization