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S46100
Configuring Delivery Processing in
SAP S/4HANA Sales

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PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 26
Course Duration: 2 Days

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Contents

vii Course Overview

1 Unit 1: Working with a Delivery Document

3 Lesson: Explaining the Concept and Structure of a Delivery

Document

13 Unit 2: Maintaining Organizational Units for Delivery Processing

15 Lesson: Maintaining the Organizational Units for Delivery Processing

27 Unit 3: Controlling Deliveries

29 Lesson: Controlling Delivery Documents

43 Unit 4: Posting a Goods Issue for a Delivery

45 Lesson: Adjusting Automatic Determination of Relevant Fields for

Outbound Delivery Creation
51 Lesson: Adjusting Delivery and Transportation Scheduling
57 Lesson: Processing Outbound Deliveries
67 Lesson: Using the Outbound Delivery Monitor

75 Unit 5: Integrating Delivery Processing with Embedded EWM

77 Lesson: Picking Outbound Deliveries with EWM

83 Lesson: Posting a Goods Issue
85 Lesson: Creating Inbound Deliveries in EWM
89 Lesson: Using Special Functions in Deliveries

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Course Overview

TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant

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UNIT 1 Working with a Delivery

Document

Lesson 1
Explaining the Concept and Structure of a Delivery Document 3

UNIT OBJECTIVES

● Describe the application areas where deliveries are used

● Display a delivery document

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Unit 1: Working with a Delivery Document

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Unit 1
Lesson 1
Explaining the Concept and Structure of a
Delivery Document

LESSON OVERVIEW
This lesson introduces SAP S/4HANA Logistics Execution (LE) and provides you with an
overview of its delivery processes. The lesson also explains different ways in which delivery
documents can be used.

Business Example
Your company creates inbound and outbound deliveries during various procurement and
sales processes. The documents created for these deliveries are the basis for various goods
receipt, shipping, and warehouse activities.
To process the issue of goods, the shipping employees require information, such as the
weight of the goods, transportation relevance, and ship-to address.
The goods receipt includes information from suppliers about inbound deliveries. Inbound
delivery activities are then processed using the inbound delivery document. If material is
delivered to other plants within the company, you can also use a delivery document to
process the shipping activities.
For these reasons, you require the following knowledge:
● The function and use of the delivery document
● The structure of the delivery document
● The information in the delivery document

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Describe the application areas where deliveries are used
● Display a delivery document

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Unit 1: Working with a Delivery Document

Logistics Execution – The Goods Receipt and Goods Issue Processes

Figure 1: The Goods Receipt and Goods Issue Processes

Logistics Execution provides you with comprehensive functions required to map the
implementation of all logistics processes, such as the goods receipt and goods issue
processes, regardless of industry or sector.
Logistics Execution provides the link between procurement and distribution, irrespective of
whether the processes involved are internal or relate to third parties, such as suppliers,
customers, or service providers.
Materials, whether produced in-house or procured externally, are put away and removed from
storage using warehouse management functions in order to supply the enterprise's own
production needs and/or customer requirements. The underlying organizational structures
can be complex. This is why Logistics Execution uses dedicated organizational units and
master data to map business scenarios accurately in SAP S/4HANA.
You can execute processes for goods receipts and goods issues in Logistics Execution by
creating a delivery document, or by entering an inventory management posting (usually with
reference to a preceding document) at the beginning of a process.
The figure provides an overview of the document flow and technical posting procedure for a
number of goods receipt and goods issue processes. More details are presented later on in
this course.

Note:
SAP Extended Warehouse Management (EWM) functions are also available in the
core SAP S/4HANA system (as SAP S/4HANA Embedded EWM). While legacy
Warehouse Management (WM) functions remain available, future development
will take place only for SAP EWM, which will eventually replace legacy WM entirely.
A lean version of legacy WM is also available under the name of Stock Room
Management.

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Lesson: Explaining the Concept and Structure of a Delivery Document

When working with deliveries, warehouse management activities, such as creating and
confirming a warehouse order, are completed before a change is made to the stock level in
inventory management. A goods receipt or goods issue posting always relates to a delivery.

Note:
The warehouse order is the document used to execute all material movements in
the warehouse.

Delivery Documents in Shipping Activities

Figure 2: Delivery Documents in Shipping Activities

If you use additional processes for buying and selling, you may also need to perform shipping
activities such as picking, packing, and printing of documentation. You can also use delivery
documents to manage these processes. The different business processes are modeled using
different types of delivery document.
For example, if you want to transfer stock from one plant to another, the ordering plant
creates a purchase order on the supplying plant. The supplying plant then creates a delivery
document with reference to this purchase order. The delivery forms the basis for picking,
issuing output, and posting goods issue.

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Unit 1: Working with a Delivery Document

Goods Receipt Process

Figure 3: Goods Receipt Process

You can create inbound deliveries for one complete purchase order, partial quantities of
purchase order items, or for a combination of several purchase orders.
The inbound delivery then serves as the basis for further activities, such as packing, placing in
storage, creating the warehouse order, and posting the goods receipt.

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Lesson: Explaining the Concept and Structure of a Delivery Document

Overview of the Shipping Process

Figure 4: Shipping Process

In the context of deliveries, the term shipping, or shipping process, describes the outbound
movement of goods, usually with reference to a sales order. Shipping can also refer to the
department responsible for the logistical aspects of delivery processing (for example, picking,
packing and loading).
Because delivery documents are also used in many other types of business processes in SAP
S/4HANA, deliveries that refer to a sales document are called outbound deliveries.

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Unit 1: Working with a Delivery Document

The Structure of a Delivery Document

Figure 5: Structure of the Delivery Document

A delivery document consists of a header and a number of items. The header contains data
that applies to the entire document. This means that, for example, the ship-to party, shipping
point and route are clearly displayed in the header for each outbound delivery. The individual
items contain information about the materials that are to be delivered.
The information in the delivery document is displayed on different screens. The overview
screen displays selected header and item data. The data is grouped according to activity on
tabs. This means that all the important data appears on one screen. You can access the other
screens to display detailed information at both the header and item levels. This information is
grouped into processes on tabs.
At the header level, this information includes data related to processing, picking, loading,
shipment, foreign trade/customs, texts, partners, output, package monitoring, and
conditions. At the item level, the detailed screen displays similar tabs with information about
the items.

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Lesson: Explaining the Concept and Structure of a Delivery Document

Differentiation Between Delivery and Shipment Documents (or TM Freight

Orders)

Figure 6: The Difference Between Outbound Delivery and Shipment (or TM Freight Order)

The delivery in SAP S/4HANA supports the processing of shipping and goods receiving
activities in the warehouse and at the shipping point.
The delivery itself describes a simple transportation process. This applies, for example, to
shipping, where each outbound delivery starts at a shipping point, continues along a route,
and has a ship-to party as its destination. These criteria are header fields in the outbound
delivery.
SAP Transportation Management (TM) is also included in the core. It replaces the
functionality previously provided by legacy LE shipment documents.
Consider a situation in which several outbound deliveries are loaded onto a truck, and the
truck delivers goods from several shipping points to several ship-to parties along a particular
route. In such a case, you can create a document using the transportation functionality, so
that outbound deliveries are grouped together on the basis of user-defined criteria, such as
the same route and transportation requirements. The document used is then called the
freight order in SAP Transportation Management.

LESSON SUMMARY
You should now be able to:
● Describe the application areas where deliveries are used
● Display a delivery document

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Unit 1: Working with a Delivery Document

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Unit 1

Learning Assessment

1. Which delivery document references a sales document?

Choose the correct answer.

X A Inbound delivery

X B Outbound delivery

X C Replenishment delivery

X D Posting change

2. At item level, the detailed screen displays tabs with information about the items.
Determine whether this statement is true or false.

X True

X False

3. SAP Transportation Management is included in the core.

Determine whether this statement is true or false.

X True

X False

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Unit 1

Learning Assessment - Answers

1. Which delivery document references a sales document?

Choose the correct answer.

X A Inbound delivery

X B Outbound delivery

X C Replenishment delivery

X D Posting change

Correct. An outbound delivery document references a sales document.

2. At item level, the detailed screen displays tabs with information about the items.
Determine whether this statement is true or false.

X True

X False

Correct. At item level, the detailed screen displays tabs with information about the items.

3. SAP Transportation Management is included in the core.

Determine whether this statement is true or false.

X True

X False

Correct. SAP Transportation Management is included in the core.

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