SAP应用东软-SD模块

大连东软信息学院SAP R/3应用课程项目报告 系 别： 信息技术与商务管理专业班级： 商务12004班 学 号： 学生姓名： 雷婷 指导教师： 梁艺多 成绩评定表考核内容权重（分值）考核标准分项得分项目总分报告格式25%（2分）报告格式整体混乱：0-1分报告格式整体基本规范：1-2分报告格式整体规范：2分项目结论25%（3分）没有填写、抄袭、错误：0-1分30%以下结论内容没有填写、抄袭、错误：1-2分项目结论整体正确：3分项目作业50%（5分）没有填写、抄袭、错误：0-3分30%以下内容没有填写、抄袭、错误：3-4分项目作业整体内容正确：5分 教师签字： 日 期：年 月 日 SAP R/3应用课程课程组目 录项目背景31.MM实践项目211.1 MM组织结构及采购流程211.2 MM采购订单处理272. SD实践项目52.1 SD组织结构与主数据的维护与设置52.2 SD订单的建立和处理103.PP实践项目133.1 PP主数据维护133.2 PP订单生产184.FI实践项目334.1 FI基础设置与主数据334.2 FI会计凭证的处理41 2.SD实践项目1.1 SD组织结构及销售流程一、学时 4学时二、项目目的与要求 掌握SAP R/3系统的基本应用 了解SAP R/3系统组织机构（SD） 掌握销售流程三、项目环境SAP R/3系统的IDES平台四、项目内容与项目步骤项目名称: 客户主数据项目1 : Maintain a customer master record项目内容：A new customer wants to place an order and intends to order more goods from you in the future. Therefore, you create a master record for the customer. The customer informs you that they would like to have the goods delivered to various addresses. At a later point, the customer informs you of an address change. You therefore change the customer master. Task 1Create a Customer Master Record for a new customer.(XD01)1. You create the customer master with number 234# for sales area 1000, 12, 00 and for company code 1000.Hint: Since the relevant sales and accounting data is already available, enter the customer master for the sold-to party. To do so, choose Logistics Sales and Distribution Master Data Business Partner Customer Create Complete. Enter only the data specified below.During a telephone call with the customer, you note down the following information.Note:Account Group 0001 (Sold-to party)Customer 234#Company Code 1000Sales Area 1000/12/00Hint: Create a customer master for the sold-to party using the menu path: Logistics Sales and distribution Master Data Business PartnerCustomerCreateComplete. (use the account group overview icon and select account group 0001 sold to party) Choose the appropriate view in the customer master record and enter the data provided in the table.Enter the following data in the customer master:General data:Address data:Name: MillerSearch term: LO150-#Street: Venus Street 12Post code: 20111City: HamburgCountry: GermanyTransportation zone: Northern RegionLanguage: Language of the courseControl data:VAT registration number: DE#1234567Company code data:Reconciliation account: 140000Sales area data:Sales:Customer group: Trading companyShipping:Shipping conditions: 02 StandardDelivering plant: 1000 HamburgBilling document:Incoterms :EXW HamburgTerms of payment: 0001 Payable immediately Due netTax classification: 1 Liable for TaxSave the customer master record.a) Logistics Sales and Distribution Master Data Business PartnerCustomerCreateCompleteTask 2拷贝234#创建新客户112#，发生更改的信息如下：General data:Address data:Name: MikeSearch term: LO-112#Street: Center Street 12Post code: 30111City: HamburgCountry: GermanyTransportation zone: Northern RegionLanguage: Language of the courseControl data:VAT registration number: DE#7654321Sales area data:Billing document:Tax classification: 1 Liable for TaxTask 3:Display the previously created customer master record.1. You are not sure whether you have used the Incoterms fields correctly. How can you get information in the system to make sure that you have used them correctly?答：使用xd03进入客户主数据页面，选择sales area data标签页，选择Billing Document标签，选择其中的incoterms的栏位，选择所使用的页面是正确的。Hint: Display the customer master. Use the field help with F1 for the two fields on Incoterms. The fields can be found in the sales area data on the Billing Document tab page.a) Logistics Sales and Distribution Master Data Business PartnerCustomerDisplaySales and Distribution ,Billing document tab page.Incoterms (part 1) define rules for shipping. Incoterms (part 2) contain additional information on the primary Incoterms.2. In the customer master record, you have maintained a language for communication with your customer. Does this mean that the order confirmation for this customer will be printed using this language?答：yesHint: On the Address tab page in the General data, use the field help (F1) in the language field.a) Logistics Sales and Distribution Master Data Business PartnerCustomerDisplaySales and Distribution ,Address tab page.Yes. The language key designates, for example, the language that you use to print documents.3. In the sales area data, check which customer is the bill-to party on the Partner functions tab page.答：11281a) Logistics Sales and Distribution Master Data Business PartnerCustomerDisplaySales and Distribution ,tab page Partner Functions.The bill-to party is the sold-to party. If necessary, you can store further possible bill-to parties in the customer master record. Task 4:Change the customer master record.1. The customer informs you of another ship-to party to which the goods are to be delivered frequently besides the sold-to party. To facilitate order processing, you store the additional ship-to party in the customer master of the sold-to party. A customer master record has already been created for the ship-to party (112#).Change the customer master record of the sold-party from the previous exercise. In the sales area data, create the additional ship-to party on the Partner functions tab page using number 112#.a) Logistics Sales and Distribution Master Data Business PartnerCustomerDisplaySales and Distribution , tab page Partner Functions.项目名称: 物料主数据项目1: Maintain Material Master Data项目内容：Task 1Create a material master record for the new material.You have added a new material to your product range. Create the material master T-AS1# with the organizational elements of plant 1000, sales organization 1000, and distribution channel 12. Hint: Logistics Sales and distribution Master data Products Material Trading goods Create.（MMH1）Data for Initial create material screenField ValueMaterial :T-AS1#Industry Sector: RetailHint: Use the Select views push-button.Select the following views for creationBasic Data 1Sales: Sales Org. Data 1Sales: General/Plant DataSales TextAccounting 1Organizational Elements for Material Master CreationPlant 1000Sales organization 1000Distribution Channel 12Maintain the following data during the creation of the materialViewFieldEntry ValueBasic Data 1Material DescriptionHeadlight #Gross Weight and Net Weight3KGSales:Sales Org. Data1Tax classificationFull tax(1)Minimum order qty10Minimum delivery qty5Conditions(push-button)Amount Field60 EUR per 1 PCSales:General/Plant DataTrans. GrpOn palettes(0001)Loading groupCrane(0001)Sales TextSales textMaterial is fragile.Accounting data 1Price Control/Moving pricev/10.00Create another material master T-AS2# with the organizational elements of plant 1000, sales organization 1000, and distribution channel 12. Maintain the following data during the creation of the material. ViewFieldEntry ValueBasic Data 1Material DescriptionHeadlight #1Gross Weight and Net Weight3KGSales:Sales Org. Data1Tax classificationFull tax(1)Minimum order qty10Minimum delivery qty5Conditions(push-button)Amount Field30 EUR per 1 PCSales:General/Plant DataTrans. GrpOn palettes(0001)Loading groupCrane(0001)Sales TextSales textMaterial is fragile.Accounting data 1Price Control/Moving pricev/10.00Save the material master data and write down the number.a) Logistics Sales and Distribution Master Data Products Material Trading Goods CreateTask 2You are informed that 200 pieces have already been delivered for each of the two new materials. Enter the goods receipt for this amount.Hint: Inventory management is carried out in materials management.Choose Logistics Materials Management Inventory Management Goods Movement Goods Receipt Other Enter the goods receipt using movement type 561 in plant 1000, storage location 0001.Save the goods receipt. Document number: _a) Logistics Materials Management Inventory Management Goods MovementGoods ReceiptOtherThe document number is assigned internally by the system.项目名称: 基本销售流程Task 1:Create a sales order.1. Create a standard order (OR) for the following customer purchase order.Purchase OrderSold to party: 234#Ship to party: 234#Sales Area: 1000/12/00Purchase order number: 4-211#Requested delivery date:in 10 daysMaterialQuantityT-AS1#10T-AS2#20Hint: Choose Logistics Sales and Distribution Sales Order Create.(va01)Save the order and write down the document number._a) LogisticsSales and DistributionSalesOrderCreate Choose Save.The document number is assigned internally by the system.Task 2:Display the sales order and familiarize yourself with the screen layout.1.Display the previously entered sales order.Write down the payment terms in the sales order header.a) LogisticsSales and DistributionSalesOrderDisplayPayment terms: 0001 . The payment terms are on the Sales tab page.2. From which plant is item 10 delivered?Hint: In order to display the plant for item 10, scroll to the right on the Sales tab page.a) From plant 1000.For example, by scrolling to the right, you will find the delivery plant for the item on the Procurement or the Sales tab page.3. What is the net price for item 10 and item 20?Hint: By scrolling to the right on the Sales tab page, you will find the net price for an item.a) Net price item Item 10: 60Euro per piece.Net price item Item 20: 30Euro per piece.By scrolling to the right on the Sales tab page, you will find the net price for an item.4. What is the delivery date in the schedule line for item 10?Hint: In order to display the schedule lines for the item, choose item 10 and then select Schedule lines for item.a) Delivery date: Corresponds to the requested delivery date in 10 days.In order to display the schedule lines for the item, choose item 10 and then select Schedule lines for item.5. What is the overall processing status for the sales order?Hint: To display the overall processing status, choose Display document flow.a) Overall processing status: openYou will find the overall processing status in the sales order document flow. Choose Display document flow.Task 3:Create the outbound delivery.(VL01N)1. Create an outbound delivery for the previous sales order. Hint: Choose Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Create Single Document With Reference to Sales Order. To be able to enter the outbound delivery at an earlier date, set the selection date 20 days into the future. Use shipping point 1000.2. Switch to the Picking tab page and record the delivery quantity and picking quantity for the two items.a) Select the Picking tab page.Delivery qty Pick quantityItem 10 10 0Item 20 20 03. Save the delivery and record the document number.80016281a) Choose Save.The document number is assigned internally by the system.Task 4:Display the document flow for the delivery.1. What is the overall processing status for the sales order?Hint: You will find the overall processing status in the sales order document flow. Choose Outbound Delivery - Display and then Document Flow.a) LogisticsSales and DistributionShipping and Transportation Outbound Delivery DisplayChoose Display document flow.Standard order: Overall processing status: completed2. What is the overall processing status for the outbound delivery?a) Outbound delivery: Overall processing status: openTask 5:Display the inventory management for materials.1. Before the materials leave the plant and the goods issue is being posted, display the stocks for Material T-AS1# in plant 1000. Hint: Open a new session in order to trace the stocks.Inventory management is carried out in materials management.Choose Logistics Materials Management Inventory Management Environment Stock Stock Overview.Record how many pieces are in stock and available for use._200_a) LogisticsMaterials Management Inventory Management Environment StockStock OverviewThere are 200 pieces in stock in plant 1000.Task 6:Pick the outbound delivery.1. Create a transfer order as a basis for goods movement in the warehouse and to print the picking list. Enter the transfer order for the outbound delivery from the previous task:Warehouse Number :010Plant :1000Foreground/Backgrnd:D(Background)Adopt picking quantity 1Hint: Choose Logistics Sales and Distribution Shipping and Transportation Picking Create Transfer Order Single DocumentRecord the transfer order number.0000003196a) LogisticsSales and DistributionShipping and Transportation PickingCreate Transfer OrderSingle DocumentThe document number is assigned internally by the system. Task 7:Once picking has been carried out, you can post the goods issue.1. Change the outbound delivery. First, note the picking quantities that are in both items in the outbound delivery.a) LogisticsSales and DistributionShipping and Transportation Outbound DeliveryChangeSingle DocumentPick QuantityItem 10 10Item 20 202. Post the goods issue.Hint: In the Change Outbound Delivery transaction, choose Post Goods Issue.a) Choose Post Goods Issue.Task 8:Display the inventory management for materials.1. Once the materials have left the plant and the goods issue has been posted, display the stocks for Material T-AS1# in plant 1000 again. Hint: Switch to your second session and choose Refresh. If you have deleted the second session, choose Logistics Materials Management Inventory Management Environment Stock Stock Overview.Record how many pieces are now still in stock._180_a) Switch to your second session and choose Refresh. There are 190 pieces in stock in plant 1000.b)Task 9:Display the document flow for the delivery.1. What is the overall processing status for the outbound delivery?Hint: You will find the overall processing status in the sales order document flow. Choose Outbound Delivery - Display and then Document Flow.a) LogisticsSales and DistributionShipping and Transportation Outbound Delivery DisplayChoose Document Flow.Outbound delivery: Overall processing status: in process2. What further documents have been entered for outbound delivery? Transfer order and goods issuea) WM transfer order and goods delivery for outbound delivery.3. Why is the status for the outbound delivery still being processed?the subsequent document being document has not yet entereda) The subsequent document billing document has not yet been entered for outbound delivery. The document maintains the status in process until shipping processing is completed by the creation of the billing document.4. Why are the transfer order and goods issue already completed?a) The transfer order and goods issue are both part of the outbound delivery. Both steps are completed.Task 10:Create the billing document.1. Create the billing document for the outbound delivery from the previous task:Hint: Choose Logistics Sales and Distribution Billing Billing Document CreateSave the billing document and write down the document number.90038102a) LogisticsSales and DistributionBillingBilling Document CreateChoose Save.The document number is assigned internally by the system.Task 11:Display the billing document.1. Check in the billing document header which company code the data has been posted to in Financial Accounting.Hint: The company code is in the billing document header under the accounting data. Choose Billing Document Display and then Display doc. header details._a) LogisticsSales and DistributionBillingBilling Document DisplayChoose Display docHeader details.Company code 10002. Display the accounting document for the billing document and write down which accounts have been posted to.Hint: To display the accounting document, go to Display Billing Document: Accounting overview and choose Accounting document.a) Choose Accounting overview.Select the accounting document.The following accounts have been posted to:Customer account：MillerDomestic sales revenue (per item)Output tax3. Display the document flow for the billing document. What is the overall processing status for the outbound delivery?_in process_a) LogisticsSales and DistributionBillingBilling Document DisplayChoose Display Document Flow.Outbound delivery: Overall processing status: completed4. What further document has been generated by saving the billing document?_invoice_a) The accounting document is automatically generated in the background when the billing document is created.5. What is the overall processing status for the accounting document?Not cleared_a) Accounting document: Overall processing status: not clearedTask 12:The customer pays the invoice. Enter the incoming payment from the customer for financial accounting.1. First, display the billing document to check the invoiced amount that the customer has to pay. Hint: Display the billing document. Check the pricing conditions in the billing document header.Choose Billing Document Display.Choose Pricing conditions header.a) Final amount 1,428.00 (corresponds to the total amount of the invoice)b)c)2. Enter the incoming payments. The customer pays the final amount of the invoice.The incoming payment is entered with:Document date: Today.s dateCompany code: 1000Posting date: Today.s dateCurrency: EURBank data：Account: 100009Amount: 1,428.00Open Item selection:Account: 234#Hint: In Financial Accounting, you enter incoming payments bychoosing: Accounting Financial Accounting accounting receivable Document Entry Incoming Payments（F-28）Once you have entered the different values, choose Process open items.The posting can only be completed successfully when the values from both fields on the bottom right match: Amount Entered and Assigned.If several open items are available, you can deactivate these by double clicking on the amount field.3. Finally, display the document flow for the billing document again.What is the overall processing status for the accounting document?_ cleared _a) Logistics Sales and Distribution Billing Billing Document DisplayChoose Display Document Flow.Accounting document: Overall processing status: cleared项目名称: 客户物料主数据项目1: Maintain Customer-material info recordSome major customers usually ord