772 Scen Overview en US

SAP POS Features and ERP Inbound

SAP Best Practices for Retail (US)

SAP Best Practices

Scenario Overview – 1

Purpose POS Inbound is a process of sending business information from SAP POS to SAP

ERP. It aims to explain the process of how the data transfer from SAP POS to SAP ERP is done. It also intends to provide the list of business information or data that are generated.

It describes the regular activity within the Retail POS Integration. Sales transactions, created in SAP POS are in binary and is converted to ascii format. The SAP PI handles the data conversion to IDOC format. SAP POSDM performs sales auditing, data cleansing & optimization, then generates an aggregated IDOC and sends it to SAP ERP.

Benefits All POS transactions are processed via a single interface, ensuring complete tracking

of the process. Missing or duplicate transactions are automatically identified thru SAP POSDM.

With the data and application integration, systems' functionality becomes more robust Optimizing and streamlining processes increases overall efficiency

Key process flows covered Store Business Process SAP PI Transaction Log (TLOG) Conversion Inbound to SAP ERP through SAP POSDM

Purpose and Benefits:

Scenario Overview – 2

Required SAP EHP3 for SAP ERP 6.0 SAP POS 2.0 SAP PI SAP Transnet SAP POSDM SAP BI

Company roles involved in process flows Administrator/Head Office Personnel Store Personnel Cashiers

SAP Applications Required:

Scenario Overview – 3a

Store Business Process Perform POS Business Process Perform POS Transactions Perform End of Day Trickle Polling of TLOG from SAP POS to SAP PI through Transnet

SAP PI Transaction Log (TLOG) Conversion Perform data conversion Send Sales Data (IDOC) to SAP POSDM

Detailed Process Description:

Scenario Overview – 3b

Inbound to SAP ERP through SAP POSDM POS Inbound Processing Engine Task Processing Using the PIPE Dispatcher Tasks for Checking Transactions Sending Data to POS Analytic Sending Data to SAP Retail Sending Sales Data via IDOC WPUBON Sending Financial Transaction Data via IDOC WPUFIB Sending Godds Movement Data via IDOC WPUWBW Sending Data to SAP F&R Aggregation Tasks Outbound Processing of Aggregates Performing Outbound Processing

Detailed Process Description:

Process Flow Diagram

Store Business Process

Send Parameter and Product Maintenance Files to Store

Update Store Database and /Parm

folder

He

ad

Off

ice

P

ers

on

ne

l

Sto

re P

ers

on

ne

l

(SA

P P

OS

Sto

re M

an

ag

er)

Logon to Store Manager

Select Administration

Store Administration

Ca

sh

ier

(SA

P P

OS

P

OS

Xp

res

s)

Plutxn.ascXreftxn.ascTender.asc

Newparm.trg

Logon to POS Xpress

Perform Open Terminal1

Opening the Store

Verify Business Date is current

System Date

Is Business

Date correct?

Perform Open Store

Enter the correct

Business Date

No

Yes

Perform POS Transactions



Ca

sh

ier

(SA

P P

OS

- P

OS

Xp

res

s)

Choose Method of Payment

Perform Regular Sales Transaction

Scan/Enter Item(s)1

Total Transaction

Cash Payment

Check Payment

Credit/Debit Card

Payment

Gift Certificate Payment

Enter/Swipe Bankcard

Enter Cash Amount

Transaction Completed

Is Exact Amount?

Customer Receipt

Generated

YesReturn change

amount to Customer

No

Enter Check Amount

(Exact Total Amount)

Enter Check Information

for MICR printing


Customer Receipt

Generated

Enter Bankcard

Expiry Date

Is Total Amount less than

Floor Limit?

Yes

Locally approves transaction with no

authorization


Customer and Store Receipt

Generated

Prompts for Authorization

No

Enter Authorization

Number

Enter Gift Certificate

Tender Amount

Enter Gift Certificate Number

Is Gift Cert change amount greater

than threshold?

Yes

No


Customer Receipt

Generated

Return Cash amount due to

Customer

Automatically issues a Store

Credit Note

Enter Store Credit Note Information

2

2

2 2



Ca

sh

ier

(SA

P P

OS

- P

OS

Xp

res

s)

2Perform

Non-Merchandise Sale Transaction

Purchase of Gift Certificate

Sales with Delivery

Select Sales Exception Non-

Merchandise

Select Gift Certificate

Scan/Enter Item(s)

Select Non-Merchandise

Select “Local Delivery” delivery

option Enter Gift Certificate Number

Enter Delivery Amount

Enter Gift Certificate Amount

Select Method of Payment

Total Transaction


Customer Receipt

Generated

3

Enter Delivery

Information


Total Transaction



Ca

sh

ier

(SA

P P

OS

- P

OS

Xp

res

s)


Perform Sale with Void Item

Scan/Enter Item(s)

3

Total Transaction

Select Item to Void


Customer Receipt

Generated

4


Perform Cancel Transaction

Scan/Enter Item(s)

Total Transaction

Select Transaction

Cancel


4

Abort Transaction?

Yes

Transaction cancelled

No

Perform Post-Voided Transaction

Select Post Void

Enter Transaction

Number to void

Yes

Transaction voided

Post Void Transaction?

Select the correct transaction to void

Customer Receipt

Generated

4

No



Ca

sh

ier

(SA

P P

OS

- P

OS

Xp

res

s)


Perform Department Sale

Scan/Enter Item

4

Total Transaction

Item is Not on PLU


Customer Receipt

Generated

5

Enter Item Price

Select Department

Perform Paid Out

Select Sale Exception

Paid Out

Select Reason for Paid Out


Receipt Generated

Enter Paid Out Amount

5

Perform Paid In

Select Sale Exception

Paid In

Enter Paid In Amount


Receipt Generated

Select Reason for Paid In

5



Ca

sh

ier

(SA

P P

OS

- P

OS

Xp

res

s)

Perform Return with Cash Refund

Select Return

5

Enter Return Information

6

Refund Auto Approve

Select Item to Return

Select Alternate Tenders


Customer Receipt

Generated

Refund to Gift Card?

Amount due to Customer

refunded through Gift Card

Yes

No

Select Reason for Alternate

Tenders

Select Cash

Amount due to Customer

refunded through Cash

Perform Exchange

Select Exchange

Item

Scan/Enter Exchange

Item

System prompt for

Regular Sale

Confirm item price

Scan/Enter Regular Item

Total Transaction


Customer Receipt

Generated

6



Ca

sh

ier

(SA

P P

OS

- P

OS

Xp

res

s)

Perform Loan

Select Cash Management

Loans

6

Select Cash for loan option

Loan Receipt

Generated

7

Loan Transaction Completed

Enter quantity per denomination to loan

Perform Paid Out

Select Cash Management

Pickup

Select Cash for pickup

option

Pickup Transaction Completed

Pickup Receipt

Generated

Enter quantity per denomination to pickup

7

Perform Time Punches

(CLOCK IN)

Select Time Clock/Sign

Off Clock In

Enter Employee Number

Employee clocks in

successfully

Enter Password

7

Perform Time Punches

(CLOCK OUT)

Select Time Clock/Sign Off

Clock Out

Enter Employee Number

Employee clocks out

successfully

Enter Password

7



Sto

re P

ers

on

ne

l

(SA

P P

OS

P

OS

X

pre

ss

) 7

Perform Close Terminal (to each POS Machine)

Sto

re P

ers

on

ne

l

(S

AP

PO

S –

Sto

re S

erv

er)

Perform End of Day

Logon to POS XpressStore Closing

Logon to Store Manager

Select Administration

Store Administration

End of Day Completed Successfully

He

ad

Off

ice

P

ers

on

ne

l

Transaction Log file

generated

TLOG file saved to FTP Server

Trickle PollingPOS


Transaction data posted to

TXN Table

Transaction Data converted

to ASCII

Transnet Client sends Transaction Log to

Transnet Server

Transnet Server receives TLOG and

writes to disk

Transaction Log file

generated

Trickled records posted to Server’s

TXN file


SAP PI Transaction Log (TLOG) Conversion

Sto

re P

ers

on

ne

l

(SA

P P

OS

)

Perform End Of Day

He

ad

Off

ice

P

ers

on

ne

l

(FT

P

Se

rve

r)

TLOG files saved to FTP Server

Transaction Log files

generated

SAP PI reads file from the FTP Server

He

ad

Off

ice

Pe

rso

nn

el

(S

AP

PI)

Start Data Conversion process

IDOC files generated

SAP PI sends IDOC files to SAP POSDM

Process Flow DiagramP

OS

Ad

min

istr

ato

r

Login POS Workbench

Check Status of Task

Processing

Correct Error

Select POS Transactions View Display

Define General Settings

Define Selection Area

Restriction

Control of Task Processing

Select POS Aggregates

View Display

POS Trans Error

Found?

Manually Change Task Processing

Cancel Task Processing

Manually Change Task

Status

Monitor POS Aggregates

Process Status of POS

Aggregates

YesNo

Check Data Transfer

from POS

POS DM – Carrying Out of Sales Audits


POS DM - Task Processing

PO

S A

dm

inis

tra

tor

Immediate

System Auto Processing

Exception Found?

Process Task using PIPE Dispatcher

POS Trans created in

PIPE

Check Processing Task Type

Manual

Collective

Process Task

Manually

Yes

Carry Out Processing Test

Run

Process Errors

Consider Customizing

Changes

Switch Off Prioritization of

Task Processing

Process Task using

POS Workbench

Set Task Status to

Completed using POS Workbench

View Task using POS Workbench

No


POS DM - Tasks for Checking Transactions

PO

S A

dm

inis

tra

tor

Immediate

System Auto Processing

Process Task using PIPE Dispatcher


PIPE


Collective

Yes

Check for Duplicate Trans

Numbers

Check for Receipt

Numbers Without Gaps

Check Balancing for

Totals Transactions

Process Task using

POS Workbench

Duplication Found?

Set Task 1001 Status to

Completed

Gaps Found?


Completed

Difference Found?


Completed


Error


Error


Error

Yes YesNo NoNo

Check POS Transactions


POS DM – Sending Data to POS Analytic

PO

S A

dm

inis

tra

tor

Immediate


PIPE


Yes

Process Non-Aggregated

Task

Process Successful

?


Completed


Error

No

Processed POS Trans sent to POS

Analytic


POS DM – Sending Data to SAP ERP

PO

S A

dm

inis

tra

tor


PIPE

Generate Aggregated

POS Data using Task 0020

SA

P R

eta

il

IDoc WPUBON (Mdse Items)

IDoc WPUBON (Non-Mdse

Items)

IDoc WPUBON (Mdse Items) IDoc WPUFIB

Generate Financial Trans Data using Task

0012

Generate Sales Data using Task

0010

Generate Sales Data using Task

0009

IDoc WPUBON (Non-Mdse

Items)

IDoc WPUFIB

Aggregated Sales Data,

Goods Receipt & Issue Info

Aggregated Sales Data,

Goods Receipt & Issue Info

SA

P F

&R


POSDM – Aggregation Tasks

Perform processing of Aggregation Task

Task Code 2001

Task Status COMPLETED

Ad

min

istr

ato

r

Aggregated data sends to other system through Outbound Processing

Task Code 2002 Task Code 2011 Task Code 2012

Aggregate Exist?

Form new aggregate

Aggregate data in existing aggregate

Oth

er

Sy

ste

m

Aggregated data for Material/Inventory

generated



Aggregate Exist?

Form new aggregate


Aggregated data for Material/Inventory with

taxes and discounts generated



Aggregate Exist?

Form new aggregate


Aggregated data for Cash desk/

Cashier/Department/Means of Payment generated



Aggregate Exist?

Form new aggregate


Aggregated data for Means of Payment

generated

No No No NoYes Yes Yes Yes


POSDM - Outbound Processing of Aggregates

Close Aggregate. No update is allowed

Start Outbound Processing for the

aggregate

Aggregate records are split into packages

Ad

min

istr

ato

r

Process individual packages of the

aggregate

Confirmation on acceptance of package

Aggregates receive Completed status

All Packages processed successfully

Re

cip

ien

t S

ys

tem


Start PIPE Outbound Dispatcher

Set the required data selection

criteria

Enter Task Code of the

Outbound task

Ad

min

istr

ato

r

Control Processing

Close Open Aggregates

Process Outbound

Tasks for POS Aggregates

Start Outbound Processing and

Package Creation

Reorganize Package Status

Perform Processing Check run

Set Aggregate Status to Complete

Parallel ProcessingSelect Criteria for

Processing Protocol Output

Perform Processing

View Status of POS Aggregates in POS

Workbench

POSDM - Performing Outbound Processing

POS Integration Diagram

PI POSDM / BI

PIPE

PIPEOUTBOUNDINTERFACE

PIPEOUTBOUNDINTERFACE

DeltaQueue

FilesFiles

DB

IDOC

POS

TLOG

RETAIL

POS INBOUND INTERFACEPOS INBOUND INTERFACE

RetailProcessesRetailProcesses

StandardExtraction/DeltaManagement

StandardExtraction/DeltaManagement

POS OUTBOUND INTERFACEPOS OUTBOUND INTERFACE

IDOC

POS Outbound

Standard Interface

New Interface

CONVERTER DATA CLEANSING & DATA WAREHOUSE

ERP SYSTEM

SAP POS Store Solution Diagram

POS XPRESS

IN-STORE BACKOFFICE

XPRESS SERVER STORE MANAGER

DATABASES

SAP POS Business Process Diagram

POS Inbound Diagram

In-Store System

PARMS

PARMS

PARMS

POS XPRESS SERVER

(XPRESS SERVERand

DATABASE)

Backoff

SAP POSDM

SAP ERP

SAP PI

Business Rules

IDOCS

Head Office System

ASC

TXN

JRN

TOT

TXN

JRN

TOT

TXN

JRN

TOT

TXNS

JRNS

Journal

TLOGS

TOT’S

POLL Files

IDOCS

Aggregated Sales

Detailed

Download from SAP POS to SAP ERP

Trickle Polling Diagram

POS GMPOS GM

Trickle feedTrickle feed Transnet ServerTransnet Server

TransnetTransnet

Xpress ServerXpress Server

FilesystemC:\SAPInbound\...

FilesystemC:\SAPInbound\...

Transnet MSG

PIPI

RFC-Adapter

RFC-Adapter

File-Adapter

File-Adapter

ftp

IDoc Interface (WVINVE03)IDoc Interface (WVINVE03)

ERPERP

RFC Interface (/POSDW/CREATE_TRANSACTION_EXT)RFC Interface (/POSDW/CREATE_TRANSACTION_EXT)

POS-DM (Bi)POS-DM (Bi)

IDoc-Adapter

IDoc-Adapter

rfc

rfc

rfc

Transnet MSG

From SAP POS to SAP ERP

POS Inbound Process Diagram

Upload of Financials, Sales Data…

TLOG DBTLOG DBReceiptReceipt

POSPOS Back OfficeBack Office

DB

TRANSNET

PI Content

XML File XML File XML ARTSXML ARTS

PIPE

BAPIBAPI

Fileadapter XSLT Mapping

ASCII File

ASCII File

PIPE FormatPIPE

Format

POS

SAP POSDM Solution Diagram

3rd PartyLandscape

SA

P B

I

PIPEPOS Inbound Processing Engine

Upload of POS Data to SAP BI via POS Inbound Processing Engine

mySAPLandscape

Sales Analyses of POS Data

Store Contr.

PromoAnalysis

Loss Prevent

BI-

Rep

ortin

g T

empl

ates

Outbound Interfaces

POS Inbound Processing Engine Diagram

3rd PartyLandscape

SAP BI

mySAPLandscape

BI-TemplatesBIMasterdata

RequirementsPlanning

Transaction database

Sales Audit• Monitor• Analyses• Editor

Time Series

R/3 POS Inbound

MM

SD / FI

Card Payment

BW

Billing Engine

POS Inbound

ProcessingBAPI

ConversionMaster

dataIDocsWPUBONWPUUMSWPUTAB

WPUWBWWPUKSRWPUFIB

ConversionStandardsSales

TransactionsVMIXML

PIPE

Technical Overview

POSLog

GM TLog

RFC Function Module/POSDW/CREATE_TRANSACTION_EXT

RFC Function ModuleBAPI_CC1_UPLOAD_TIMEEVENT

GM Totals

Intermediate Message(IXRetail)

mySAP ERP for Retail

mySAP BIGM Store

GM TLog(only TimePunches)

GM TLog(only Phys.Inv.Counts)

IDOC (WVINVE03)

TimePunch

SAP POS Inbound (PI Integration)

772 Scen Overview en US

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