EXERCISE

SD 1: Display Customer Master Data

Exercise Use the SAP Fiori Launchpad to display a customer. Time 10 min
Task Global Bike has several customers in the USA. Display one customer
from the USA (Beantown Bikes).
Name (Position) Maria Diaz (Sales Person 1 US East)

To display a customer, in the space Sales and Distribution space and the Start

section Sales Person, locate and open the Manage Business Partner Master
Data app.

In the next screen, the SAP system expects you to enter a business partner
number that is used to represent customers or suppliers.

A business partner (BP) is an organization (firm, branch office), person, or a Business Partner

group of persons or organizations in which your company has a business

interest.
You can create and manage your business partners and their roles centrally in
a company. For this purpose, you enter the general data of the BP once and
assign business partner roles (BP roles) to them. For each BP role, specific
data is stored. This general data is ‘independent’ of the role the partner
performs in the different business processes in S/4HANA. This prevents data
from being created and stored redundantly.
Structure: For each BP, you specify a unique business partner number (BP
number). You create and manage the following general elements of a BP:
 general data, e.g. name, address, and communication data
 identification data, e.g. industry, identification, and tax numbers
 status data, e.g. status of the business relationship

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During the course of the business relationship, the business partner can assume
other business partner roles. When a partner appears in a new role, you only
need to add their master data, as the general data remains unchanged.

Since you do not know any business partner (and in our case a customer
number) in the Global Bike company, you need to find one. In order to do so,
in the Business Partner field click the input help icon .

Besides the input help, you can use the SAP ad-hoc help (F1) to have the
system explain particular fields on the screen. The help differs depending on
the app type (Fiori or SAP GUI for HTML).
If you are using a native Fiori app, the Help Topics will open at the right edge Help Topics
of the screen and optionally, blue circles are appearing for specific terms.
Either you can find further information in the help topics or you can click on
one of the blue circles to open the corresponding help entry directly.

On the other hand, if you are using an SAP GUI for HTML app, the
Performance Assistant popup will appear, providing you with information
about the currently selected field.

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Using the input help for business partners, you have the possibility to specify
different search criteria. Since business partners also include persons, it is also
possible to filter by first and last name.
This time, please use the overall Search field. Enter an asterisk (*) followed
*###
by your three-digit number (###).

Note Each time the curriculum material requests you to type in ###, please
enter the three-digit number you received from your instructor. Since each
participant receives his or her own master data, the three-digit number serves
to distinguish between the individual data sets. Please remember that all
participants work in the same Global Bike company and if you do not select
any search criteria, you will see all master data (just like in a real company).

Click to start searching. A list of all business partners in your data set
will be displayed. Scroll to the right in the results table to see the business
partner names.

Scroll through the list and select the business partner Beantown Bikes. Then, Beantown Bikes

click on , so apply the selection.

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The BP number will be displayed in the Business Partner field. Now click
. The record of the business partner is displayed.

Note The simplification of data structures is one of the major ideas of SAP
S/4HANA. For this reason, various transactions, such as the management of
debtors, creditors or contact persons, have been combined into one transaction
(Manage Business Partner Master Data).

Click on the dataset of your business partner. This screen displays the general
data of your customer Beantown Bike. In the context of the SAP system, this
data implies all information about the customer that are relevant for the whole
company such as global names and the address. These can be viewed by
different departments and do not differ. Click the other tabs in order to see
further global data about Beantown Bikes.

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Please select the Roles tab. Via auto-scroll, you will take to the correct Roles

position. There, you will see that two roles are assigned to the business partner:
FI Customer and Customer. Within the Customer | (FLCU01) BP Role row,
click on . Customer | FLCU01

Subsequently, click the Sales Areas tab to get information about the sales data Sales Areas

from your customer Beantown Bikes. Below the sales areas, you can see the
company codes. This information could not be found in the general overview,
because this data is linked to the customer role.

Click on to return to the SAP Fiori launchpad.

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SD 2: Display Customer Order

Exercise Use the SAP Fiori Launchpad in order to display a customer order. Time 10 min
Task Display a customer order for black Deluxe Touring Bikes.
Name (Position) David Lopez (Sales Representative US East)

In the space Sales and Distribution and the section Sales Representative, use Start

the Manage Sales Orders app to display a sales order.

In the Sales Order field, enter 1. Click to search for the document for an 1

already created sales order. The corresponding order will be displayed.

The order number is the number that clearly identifies the sales document.
Generally, there are different types of sales documents in the SAP S/4HANA
System:
- Request
- Offer
- Order
- Master Contract
- Complaints

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To get more information click the line of the identified sales order. In the next
screen, all details of the order placed by the company Beantown Bikes from
Boston are displayed.

By means of this sales document, you can observe the typical division of the
sales documents. They are composed of
- Document header
- Document items.
The document header consists of data that is valid for the complete sales
document, whereas the document items reflect the data of the individual goods
that are listed in the sales document.

In the following screen, you can see the document header for the sales
document with the number 1. As you can see, this sales order is listed under
the Cust. Reference number Z998 and its net value amounts to $15,000.00.

Note The purchase order number must not be confused with the number of the
sales document, which in this case is the document of a standard order.
Whereas the purchase order number can be assigned freely, the document
number is generated automatically while compiling the document.

In the All Item overview, you can see that the order only contains the product
Deluxe Touring Bike (black). Beantown Bike ordered five of these bicycles.

Please select the line presenting the Deluxe Touring Bike (black).
Subsequently, please click (Item Conditions) to display all conditions.

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This screen shows that each bicycle costs 3,000.00 USD and that neither
discounts nor supplements were determined. It furthermore shows that Global
Bikes makes a profit of 1,600.00 USD per bicycle sold.

Click on to return to the SAP Fiori launchpad.

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SD 3: Display Outbound Delivery Document for Sales Order

Exercise Use the SAP Fiori Launchpad to display an outbound delivery. Time 10 min
Task In the context of the sales order process, after creating the order, the
outbound delivery takes place. As a next step, please display the outbound
delivery document.
Name (Position) Sergey Petrov (Warehouse Employee)

In the space Sales and Distribution and the section Warehouse Employee, use Start

the Manage Outbound Deliveries app to display an outbound delivery

document for a sales order.

The app might start with a collapsed header area. Please expand it by clicking
(Expand Header). Change the Overall Status to All and click . You can All

see different deliveries. Please note, it is possible that your screen may differ
from the following screenshot.

Select the line with the outbound delivery number 80000000 to view the 80000000

document of the sales order introduced in the previous step. You can see the
overall status (“Completed”) and the delivery date. For more information, such
as weight and picking status, see the General Information tab. General Information

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Scroll to the Process Flow section. There you can see all relevant documents, Process Flow

including the sales order of the previous step.

Afterward, please select the Items tab. Recognize the first line (Item 10) with Items

the 5 ordered bicycles.

Click the entry to get a more detailed view of the item.

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Click on to return to the SAP Fiori launchpad.

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SD 4: Display Billing Document

Exercise Use the SAP Fiori Launchpad in order to display billing Time 5 min
documents.
Task After the delivery of the bicycles to the customer, an invoice was created
for the customer. Display the billing document in the system.
Name (Position) Stephanie Bernard (AR Accountant)

In the space Sales and Distribution and in the section AR Accountant, open the Start

Manage Billing Document app to display a billing document.

In the Billing Document field, enter 90000001 to display the billing document 90000001

for the corresponding sales order. Select .

Note: If you see only one column in the display, e.g. Status, please exit the
app by clicking on and reopen it or click on to show more columns
using the settings.

Afterward, click on the line with the billing document 90000001 to open the
details.

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You will be forwarded to your billing document. As you can see, this billing
document represents a claim for payment of 15,000.00 USD for Beantown
Bikes.

Select the Pricing Elements tab. You will see a list of all the items that are Pricing Elements

going into the net value, including the internal price of 1,400.00 USD per bike,
which represents costs for Global Bike. At the top, there is the price of
3,000.00 USD, which includes the profit share. In addition to the individual
amounts, all amounts are also calculated on the total quantity of the order.

Click on to return to the SAP Fiori launchpad.

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SD 5: Analyze Document Flow

Exercise Use the SAP Fiori Launchpad in order to view the Document Flow. Time 15 min
Task There are various possibilities to display the Document Flow. It is
possible to open it directly from sales order document.
Name (Position) David Lopez (Sales Representative US East)

SAP provides a Document Flow tool that tracks the entire sales transaction Document Flow

process from beginning to end. The Document Flow tool is extremely

powerful because it can be used at any point in the sales order process. It
provides an audit trail (booking control) for the sales order and all follow-up
documents chronologically. Furthermore, it is possible to navigate into these
documents and to display them in detail (drill down).

In the space Sales and Distribution and in the section Sales Representative, Start

use the Manage Sales Orders app to analyze the Document Flow.

On the overview screen, in the Sales Order field enter 1 and click . 1

The sales order is displayed in the results list. Among other things, it can be
seen that the order is already Completed (cf. Overall Status). Please do not
switch to the detailed view (clicking on the line) but click directly on the order
number within this line to open the context menu. There select . In the
Define Link List pop-up screen that opens, you can launch the Display
Display Document Flow
Document Flow app. The following screenshot shows the clicking path.

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The Display Document Flow app opens and the sales document 1 is already
preselected. Two document flows are displayed: One is the Operational
Document Flow and the other is the G/L Document Flow.

With the help of this document chain, complex relationships can be

recognized. For a better overview, you have the possibility to expand/collapse
groups, or to Zoom In/Out/Fit the view to the window size in the right screen
area. By clicking , you can also fade in a legend.

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When you select a document from the Operational Document Flow, all G/L
documents associated with it are also highlighted. For example, from the
Goods Issue Document
Logistics group, please select the Goods Issue Document. The following
screenshot shows the result.

The corresponding posting document from the general ledger is outlined in

blue. Important information about the documents can be taken directly from
the overview. You can use the settings in the right-hand screen area ( ) to
show or hide additional information about the general ledger documents.

In addition, you can display the associated T-Accounts for one or more G/L
documents. If the G/L documents are correctly marked, you can call up the
desired view with the help of the button.

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On the Display Journal Entries –In T-Account View screen, you can now view
the accounting impact. As you may already know, the focus is on balance sheet
accounts and profit and loss accounts. The T-Accounts visualize the posting
principle “debit to credit”. After you had a look at the postings, select in
the upper screen area to return to the document flow.

For more details, you can access any document from the document flow. For
example, to view the invoice, select it and click the button (Details) that
appears. The already familiar context menu will open. Select the Manage Manage Billing
Documents
Billing Documents app.

On the Manage Billing Documents screen, you can see all details of the
Process Flow
corresponding invoice. Finally, choose the Process Flow tab. There you will
find an alternative document chain.

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Click on to return to the SAP Fiori launchpad.

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