Irt370 en Col62 Fv Part a4

IRT370SAP Retail Store

SAP for Industries - SAP for Retail

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Participant HandbookCourse Version: 2006 Q2Course Duration: 2 Day(s)Material Number: 50082006

An SAP course - use it to learn, reference it for work

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Copyright © 2006 SAP AG. All rights reserved.

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About This HandbookThis handbook is intended to complement the instructor-led presentation of thiscourse, and serve as a source of reference. It is not suitable for self-study.

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2006/Q2 © 2006 SAP AG. All rights reserved. iii

About This Handbook IRT370

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iv © 2006 SAP AG. All rights reserved. 2006/Q2

ContentsCourse Overview ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Course Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiCourse Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii

Unit 1: Introduction to SAP Retail Store..... . . . . . . . . . . . . . . . . . . . . . . . . . 1Introduction ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Unit 2: Internet Transaction Server ... ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Internet Transaction Server.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Unit 3: Purchasing Processes ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Store Assortment List .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Store Order ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Purchase Order .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Goods Receipt .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Incoming Invoice ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Unit 4: Inventory Management Processes ..... . . . . . . . . . . . . . . . . . . . . 85Goods Movements... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Physical Inventory ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102Stock Entry.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Unit 5: Sales Processes ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Sales Processes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120

Unit 6: Financial Transactions ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Cash Balancing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146Expense Invoice.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153

Unit 7: Information..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Retail Reports .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162Allocations .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165Promotion .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169

Unit 8: Accessing Master Data..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173Introduction to Master Data.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174Article Master Data .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178Vendor Master Data Maintenance .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182

2006/Q2 © 2006 SAP AG. All rights reserved. v

Contents IRT370

vi © 2006 SAP AG. All rights reserved. 2006/Q2

Course Overview

Target AudienceThis course is intended for the following audiences:

� Project Team members responsible setting up Retail Store� SAP and partner Consultants.

Course PrerequisitesRequired Knowledge

� Good knowledge of SAPIRT� Good knowledge of ITS.

Recommended Knowledge

� Good knowledge of all IRT courses.� Basic knowledge of retailing� Basic knowledge of ABAP programming

Course GoalsThis course will prepare you to:

� Configure the SAP Retail Store processes� Use the SAP Retail Store

Course ObjectivesAfter completing this course, you will be able to:

� Configure SAP Retail to communicate with SAP Retail Store� Explain the processes available through SAP Retail Store� Use SAP Retail Store to perform store tasks

SAP Software Component InformationThe information in this course pertains to the following SAP Software Componentsand releases:

� ERP 6.1

2006/Q2 © 2006 SAP AG. All rights reserved. vii

Course Overview IRT370

viii © 2006 SAP AG. All rights reserved. 2006/Q2

Unit 1Introduction to SAP Retail Store

Unit OverviewSAP Retail Store provides an easy-to-use tool for several in-store tasks. The SAPRetail Store provides direct access to ERP over an intranet. This unit describesjust one scenario for its use at a very high level.

Unit ObjectivesAfter completing this unit, you will be able to:

� Describe the Retail Store architecture� Identify the business processes that are delivered with SAP Retail Store

Unit ContentsLesson: Introduction .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

2006/Q2 © 2006 SAP AG. All rights reserved. 1

Unit 1: Introduction to SAP Retail Store IRT370

Lesson: Introduction

Lesson OverviewIntroducing the main business scenario and architecture of SAP Retail Store

Lesson ObjectivesAfter completing this lesson, you will be able to:

� Describe the Retail Store architecture� Identify the business processes that are delivered with SAP Retail Store

Business ExampleStore operations have been performed manually and the paperwork mailed toheadquarters. Now, that the company has implemented SAP Retail, the stores canuse the Retail Store to improve efficiency, productivity and accuracy.

SAP Retail Store (SRS)This is a 40,000 foot look at SAP Retail Store (SRS) to, hopefully, give you abroad perspective before diving deeper into the specifics of SRS.

Figure 1: Main Business Scenario

Smart Speciality Wines has stores throughout the southwestern United States thatare supplied by two distribution centers.

2 © 2006 SAP AG. All rights reserved. 2006/Q2

IRT370 Lesson: Introduction

The stores have fairly simple POS systems which limits how much data theyexchange with headquarters. The company has determined that SAP Retail andSAP Retail Store in their stores will provide the level of reporting and controlnecessary for them to expand into other regions.

Figure 2: Retail Store Case Study and Landscape

Other members of your implementation team have configured the core businessprocesses in SAP Retail. You have SAP Web Application Server installed soyou will be able to use the internal Internet Transaction Server (ITS). There isadditional customizing and testing, however, that you must do to use Retail Store.


Unit 1: Introduction to SAP Retail Store IRT370

Figure 3: Comprehensive Retail Store Functions

Master data � Display assortments, store data, shelf layout and display andmaintain, articles, customers, vendors and sales prices

Sales � Create customers and sales orders. Request new labels for printing.Optionally, balance sales values with other financial transactions.

Inventory Management � Enter goods receipts, stock transfers, and stock countsfor physical inventory documents.

Purchasing � Enter Store orders, purchase orders and incoming invoices. You canalso directly post to specific expense accounts.

Information � Display/maintain promotions and allocation tables. Display Stockoverview report, Open goods receipts and other standard reports.


IRT370 Lesson: Introduction

Lesson Summary

You should now be able to:� Describe the Retail Store architecture� Identify the business processes that are delivered with SAP Retail Store


Unit Summary IRT370

Unit SummaryYou should now be able to:� Describe the Retail Store architecture� Identify the business processes that are delivered with SAP Retail Store


Unit 2Internet Transaction Server

Unit OverviewThe Internet Transaction Server (ITS) maps the ERP retail screens to the HTMLpages that are displayed on the store's browser. It is this tool that allows us toseparate the business logic in ERP from the visual appearance for the end user.


� Describe the Internet Transaction Server (ITS)� Describe the components delivered with SAP Retail� Explain how ITS facilitates information transfer between SAP Retail and

SAP Retail Store

Unit ContentsLesson: Internet Transaction Server .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8


Unit 2: Internet Transaction Server IRT370

Lesson: Internet Transaction Server

Lesson OverviewThe technology that underlies SAP Retail Store is discussed in this lesson.


� Describe the Internet Transaction Server (ITS)� Describe the components delivered with SAP Retail� Explain how ITS facilitates information transfer between SAP Retail and

SAP Retail Store

Business ExampleAlthough the Web Application Server (WAS) and the Internet Transaction Server(ITS) will be configured by technical colleagues, it is a good idea to have someconcept of how the interface is structured and how it facilitates the movementof data.

Figure 4: Architecture of Integrated ITS in SAP Web Application Server 6.40

From a technical view, the Internet Transaction Server (ITS) is integrated in thekernel of the SAP WAS 6.40 as an Internet Communication Framework (ICF)service, and will be called over the Internet Communication manager (ICM). The


IRT370 Lesson: Internet Transaction Server

ICM takes over the tasks of the Webserver/WGate, whereas the AGate or the actualruntime is implemented as a HTTP request handler in the Internet CommunicationFramework (ICF) which executes the rendering of the HTML pages.

When a HTTP request is received by the ICM service, it determines whether theservice is implemented in the ABAP or JAVA stack of the WAS. If an ABAPapplication is requested, the ICM passes it on to the task handler which hands therequest to the ITS rendering engine.

The ITS rendering engine draws the templates and MIMEs from the database ofSAP Retail. There is no need for external locally stored files any longer.

Figure 5: Standalone ITS vs. SAP WAS with Integrated ITS

The integrated ITS is implemented as an ICM service and supports both SAP GUIfor HTML and Web Transactions (IACs/EWTs). SAP Retail Store is an IAC.

The integrated ITS can only access its own system. However, through the use ofalias URLs, it can access multiple clients on the same system.

Because the integrated ITS does not support ITS Flow Logic, WebRFC andWebReporting, the stand alone ITS continues to be supported.



Figure 6: How SAP Offers Service on the Web

Figure 7: Processing One Request from SRS



The process begins with a user request on the browser, which calls the InternetCommunication Framework, which passes the request to the integrated ITS. TheITS loads the service file and passes it to ABAP processing. Retail responds withthe appropriate output and the integrated ITS loads the required template, createsthe HTML page and passes it to the ICM which sends it to the browser.

Figure 8: Data Access with Integrated ITS

The Retail Store templates are delivered with the system in Package WOST,which can be accessed by the path Tools→ ABAP Workbench→ Overview→Object Navigator (SE80).

The templates are 'published' to the internal system.

Similarly, the service files can be found under Tools→ Administration→Administration→ Network→ HTTP Service Hierarchy Maintenance (SICF).You can activate the Retail Store Functions by selecting them with a right-clickand Activate.



Figure 9: Data Access with a Stand Alone ITS

The stand alone version of the ITS uses the same templates which must bepublished at Design time. Publishing in this case, means copying the templatesand related files from the database to the file system of AGate and WGate servers.

At runtime, the files from WGate and AGate servers are accessed directly.



Lesson Summary

You should now be able to:� Describe the Internet Transaction Server (ITS)� Describe the components delivered with SAP Retail� Explain how ITS facilitates information transfer between SAP Retail and

SAP Retail Store


Unit Summary IRT370

Unit SummaryYou should now be able to:� Describe the Internet Transaction Server (ITS)� Describe the components delivered with SAP Retail� Explain how ITS facilitates information transfer between SAP Retail and

SAP Retail Store


Unit 3Purchasing Processes

Unit OverviewThe purchasing processes are presented as an end-to-end process. Headquartersmaintains the assortment list for each store. In the store, depending on its size,a buyer, department or store manager will maintain inventory levels using StoreOrder and/or Purchase Order. A receiving clerk would perform goods receipt andif the invoice is delivered to the store, another clerk would enter the IncomingInvoice, and could also handle the payment.


� Describe the Assortment List� Customize the Assortment List for SAP Retail Store� View the Assortment List in SAP Retail Store.� Describe Store Orders� Customize the Store Order for SAP Retail Store.� Describe purchase orders and their primary use in Retail Store.� Customize Purchase Order profiles for SAP Retail Store� Describe Goods Receipt� Customize Goods Receipt for SAP Retail Store� Process Goods Receipts in the store.� Customize the Incoming Invoice area of SAP Retail Store� Enter an Incoming Invoice using SAP Retail Store

Unit ContentsLesson: Store Assortment List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Exercise 1: Customizing Assortment List Profile and Initializing theStore.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Lesson: Store Order .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Exercise 2: Store Order Customizing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Lesson: Purchase Order .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Exercise 3: Purchase Order Customizing and Processing .. . . . . . . . . . . 57


Unit 3: Purchasing Processes IRT370

Lesson: Goods Receipt .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Exercise 4: Customize and Perform Goods Receipts .. . . . . . . . . . . . . . . . . 67

Lesson: Incoming Invoice... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Exercise 5: Incoming Invoice Customizing and Using.. . . . . . . . . . . . . . . . . 79


IRT370 Lesson: Store Assortment List

Lesson: Store Assortment List

Lesson OverviewThe Assortment List contains all the article data that a store carries, includingpromotions, layout specs, sales prices, and sources. An article must be listed in astore for that store to purchase and/or to sell the article. The Assortment List doesnot have to be sent to a store for it to be available to SRS. It must be run, however.


� Describe the Assortment List� Customize the Assortment List for SAP Retail Store� View the Assortment List in SAP Retail Store.

Business ExampleOther members of your implementation team have set up master data andcalculation schemes, now it is your job to set up and test the Assortment List torun automatically for use by SAP Retail Store. If the Assortment List has not beenrun for your store, no article movements can be created.

Figure 10: Assortment List Contents

The Assortment list contains selected data of the integrated article maintenancethat are relevant for the store or customer.

A source determination is made for the articles so that the store knows from whereto order each article. More than one source can be transmitted.



Optionally, transaction data (promotions, allocation tables, orders) are read aswell. This data can support the store's merchandise planning functions.

Information about the layout of the store provides directions for article placementand planning by visual inspection and also, where necessary, for generatingshelf-edge labels.

Figure 11: Assortment List Types: Customizing

The above example shows three Assortment List types which allows for differentcycles for the three types of articles � Food, Hardware, and Apparel articles.

Using Assortment list types allows multiple versions to be handled by a singleAssortment List profile and also provides a way of distributing the workload.

Figure 12: POS Outbound: AL Version Management



Version management is recorded in the Assortment List Type entries in the system.This slide provides a detailed look at how version management works.

The cycle time definition provides data for the system to calculate the validityperiod and the next generation dates for the assortment list.

In addition, you can define how many change versions to send before the systemsends a full version.

Figure 13: Assortment List Profile: Customizing (1/4)

Like all other profiles in SAP ERP, the Assortment List profile handles data entryin a most efficient fashion.



The Parameters are:

� Application mode: how will the assortment list be used.

1 � Save versions, do not send as message

2 � Send as message, do not save versions

3 � Send as message and save versions

4 � Do not save any version or send any message.

5 � �Light:�Do not save any version, send IDoc

� Mode 1 is recommended for Retail Store. However, if a downloadedmessage to the stores is required, mode 3 can also be used. A saved versionis one requirement for SRS.

� Condition Type Group

� Group created to handle conditions used to prepare pricing fordownload.

� Reduction

� If you have created a reduced Assortment List message, enter the namein this field. Otherwise, the system will use the full WBBDLDmessage.

Note: If you are using the HPR assortment list, you must enterthe message name in this field, either WBBDLD or yourreduced message name.

Figure 14: Assortment List profile: Customizing (2/4)

Sorting Procedure controls how the Assortment List will be structured anddisplayed in SRS. The options are by:



1 � Department, layout area

2 � Layout area

3 � Vendor, vendor sub-range, article number

4 � Vendor, merchandise category, article number

5 � Department, merchandise category, article number

6 � Merchandise category, article no.

9 � Other, a user exit.

If you order directly from vendors, it is important that you chose sorting procedure3 or 4, so that the vendor information is available to you.

Assortment List data line structure. This field identifies a dictionary structure thatis used to create and interpret the assortment list data line. While the system issupplied with several Assortment List structures, for SRS it is recommendedthat you use:

WBBP_STORE

Number of lines is used to designate the number of lines that fit on a singlepage of the assortment list. This allows one to create a table of contents for theassortment list.

Format for printing the assortment list. This is used in conjunction with the dataline structure.

OutputDevice is the name of your printer, if you want a printed assortment list.




Print immed.(iately). Select this field if you want the system to print theassortment list immediately after creating the assortment list.

Flag changes, tells the system to examine the master data changes even whencreating a full version and mark the items. Selecting this field has performanceimplications when running a full version.

Sales usage, selecting this field allows an article to remain in the assortment listafter the end of the ordering period. The article remains until the end of theselling period.

Recipient determin., identifies that the system should use the ALE distributionmodel to determine where to send the list when creating IDocs. This hasperformance implications and should not be used for Retail Store.

No Direct Access in Pricing. Leave blank to use the better performance of directaccess. Select, if full functionality is required.

Supply source cannot be read direct. Not used at this time.


Vendor Info � Select this field to include vendor information in the assortment list.When this field is not selected, there may be missing parameters in store orders.

Ext. change info � If you are including change information from an externalsource, select this field.

Ext. Layout modules � If you are using an external space management systemfor your store layout, select this field.



Lyt module versions � If you are using external layout, this field becomesavailable. If you use several layout versions, select this for for the system todetermine the correct version to be used.

Deletions for Listing � Primaily use for POS in the store. Not relevant to RetailStore.

Figure 17: Assortment List Report Processes

Alternative Condition analysis report, if used, should be run before executing theChange message report.

Note: If work list direct entry is active, this report is not required.

The Initialization report should be run prior to going live. If you are using theAssortment List message to populate your store systems, each store must beinitialized before change message can be use.

The Dummy Initialization report can be run to set the system for change pointeranalysis when it is not necessary to send all data to the store system.

Change Message report for Assortment List can be set to run synchronous withthe assortment list cycle time, if all stores, for example, are on a 5 day cycle. If,however, stores are on different cycles you might set the report to run nightly.Then the report checks the cycle you set in Version Management and preparesChange message only for those stores that have cycles requiring one.

Direct request or manual reports are used for testing, replacing missing store data,or to change a particular price when you do not wish to run the entire changeanalysis.

Reorganization reports must be run on a regular basis to clear the change pointers.



Figure 18: Assortment List: Change Message

Preparing to run the Assortment List message automatically on a regular basis,requires that you create variants of the report. You define your variants at POSOutbound, Assortment List Change message.

You may choose to ignore an assortment list type cycle and include all articlesassigned to the defined user selections.

You must also choose to merge all other change versions with the last full versionafter the system generates this change version. This is required for SRS. Without amerged version, only a change version exists and Retail Store ignores that becauseit requires the full list of articles.

You also determine at this time, if the system will process the messages usingmultiple application servers, if you want to limit the number of processes runningin parallel, and the name of a server group to perform the parallel processing.



Exercise 1: Customizing Assortment ListProfile and Initializing the Store

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize an Assortment List Profile� Initialize or create a Full Assortment List for your store

Business ExampleBefore you can purchase any articles, you must have an initialized AssortmentList available on-line. The Assortment List provides all the products you sell inthe store but it must be set up to create the appropriate list for stores using SRS.

Hint: The system locking mechanism is switched off for courses doingCustomizing therefore, it is necessary for you to check that your settingshave been saved. Use DISPLAY after you have saved your changes toconfirm that they are recorded.

Task 1:Prepare to create your Assortment List profile.

1. Is an assortment list required for your store? If yes, what must you doto have one?

2. What customizing is required to ensure that the sales prices are included inyour Assortment List?

3. Check the Assortment List types. Although the system requires a minimumof 2 days lead-time, for class purposes ensure that the types you will be usinghave no lead time. That is a lead time of zero.

Task 2:Use the copy function to create your Assortment List Profile. Use the name ZL##.And only use assortment list types A and W for your site.

Hint: Remember to use an application mode that saves the version.

1. What path must you take to access the Assortment List profile?

2. How do you perform a copy of another profile?

Continued on next page



3. Ensure that the data in your assortment list types A and W are correct forSRS usage. What are these parameters?

Task 3:Once you are sure that your Assortment List profile has been saved, assign itto your site RP##.

1. What is the path to the site?

2. Which tab and field do you access to enter your Assortment List Profile?

Remember to check that the change was saved.

Task 4:Your site belongs to Sales organization RP10 and distribution channel R2.Initialize the Assortment List message type for your site only.

1. What path did you take to access the Initialization process?

2. How do you check if your assortment list was created?

3. Can you determine in headquarters what articles were grouped together?

Task 5:Now, sign on to your client through the internet. Use the following URL:http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client no.>

1. Can you access your Assortment List? How?

2. What merchandise categories have you created?



Solution 1: Customizing Assortment ListProfile and Initializing the StoreTask 1:Prepare to create your Assortment List profile.

1. Is an assortment list required for your store? If yes, what must you doto have one?

a) Yes.

b) You must customize the assortment and initialize the store.

2. What customizing is required to ensure that the sales prices are included inyour Assortment List?

a) You must have a Condition Type Group attached to your assortmentlist, with the conditions identified that carry sales prices and taxes. Tocheck the conditions that are being prepared, use the following path:

IMG→ Sales and Distribution→ POS Interface→ Outbound→Maintain POS condition type group

View Condition Type TRNG. It does contain the condition types thatcarry the data we need. The conditions types are:

VKP0 - Sales PriceVKA0 - Promotion Sales priceUTXJ - Tax Jurisdiction Code

3. Check the Assortment List types. Although the system requires a minimumof 2 days lead-time, for class purposes ensure that the types you will be usinghave no lead time. That is a lead time of zero.

a) The path to check Assortment List types is:

IMG→ Logistics � General→ Assortment→ Assortment List→Assortment list types

Note: All types have a lead time of 3 days. The should be setto zero for these exercises.




Task 2:Use the copy function to create your Assortment List Profile. Use the name ZL##.And only use assortment list types A and W for your site.

Hint: Remember to use an application mode that saves the version.

1. What path must you take to access the Assortment List profile?

a) The path to create the Assortment List is:

IMG→ Logistics � General→ Assortment→ Assortment List→Maintain Profile for Assortment Lists

2. How do you perform a copy of another profile?

a) To copy another profile:

Select the reference profile, press the copy icon and replace thereference with your Assortment List ID.

Press Enter, and choose copy all on the next screen.

Select your profile and choose Maintain assortment list profileparameters.

Note: There should be only two, but if there are more, deleteall but A and W.

3. Ensure that the data in your assortment list types A and W are correct forSRS usage. What are these parameters?

a) The parameters for your remaining assortment list types should be:

Field Name ValuesAL applic. Mode 1Cond. Type group TRNGReduction BlankSorting procedure 4AL structure WBBP_STORE




Task 3:Once you are sure that your Assortment List profile has been saved, assign itto your site RP##.

1. What is the path to the site?

a) Use the path on the Retail Easy Access menu:

Logistics→ Retailing→ Master data→ Site data→ Site→ Change

Enter your site name, RP##, press Site, general.

2. Which tab and field do you access to enter your Assortment List Profile?

Remember to check that the change was saved.

a) Select the POS tab and enter your profile, ZL##, in the Assort. listprofile field.

Task 4:Your site belongs to Sales organization RP10 and distribution channel R2.Initialize the Assortment List message type for your site only.

1. What path did you take to access the Initialization process?

a) The path to initialize the assortment list:

Logistics→ Retailing→ Master data→ Assortment/listing→Assortment List→ Generate→ Initialization (Tx-WDBI)

2. How do you check if your assortment list was created?

a) A screen displays when the initialization is complete. You can see howmany groups of data have been generated and the number of articleseach contains.

You can use the following path to confirm that the initialization wassuccessful:

Logistics→ Retailing→ Master data→ Assortment/listing→Assortment List→ Display (Tx-WBBS)

Enter the Sales org., RP10, Distribution channel, R2, your Customernumber, RP##, and press Execute.

On the next screen, double-click each node down to a merchandisecategory article data.

3. Can you determine in headquarters what articles were grouped together?

a) Yes, using the path above you can see the assortment list type, version,and then by vendor and merchandise category.




Task 5:Now, sign on to your client through the internet. Use the following URL:http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client no.>

1. Can you access your Assortment List? How?

a) Accessing the assortment list via SAP Retail Store.

URL:

http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client no.>

Enter the user name that you were assigned for the class and thepassword that you selected.

Enter your store number, RP##, and press Log On.

You can access the assortment list through:

Master data→ Assortment list

You could also see that the assortment list is active, using Store Order.

2. What merchandise categories have you created?

a) You should have two merchandise categories, Accessories and Wines.



Lesson Summary

You should now be able to:� Describe the Assortment List� Customize the Assortment List for SAP Retail Store� View the Assortment List in SAP Retail Store.



Lesson: Store Order

Lesson OverviewDescribe how to configure Store Order profiles for automatic handling by SAPERP. Also, configuration for display in Retail Store.


� Describe Store Orders� Customize the Store Order for SAP Retail Store.

Business ExampleGoods move from the DC or vendor to the stores; through allocation,replenishment, or through store orders. If ordering by the stores is one of theprocesses used, several options are offered through Retail Store.

Store Orders

Figure 19: Store Order Overview

Store order is the tool used by stores (or customers), to identify replenishmentneeds to SAP Retail. The central SAP Retail system triggers the actualprocurement using the system�s purchasing and shipping functionality.


IRT370 Lesson: Store Order

Upon receipt of store order data, SAP Retail checks for missing details that arerequired for further processing, but were not provided by the store (e.g., orderunit, source of supply, etc.). It adds these details, using information stored in thesystem. Further, it optimizes individual order items, adapting order quantities tominimum order quantities, or rounding to logistical units of measure according toa defined rounding profile. If the augmented data is sufficient, they are used tocreate a document that triggers the procurement of the articles. Depending on thecustomizing settings of SAP Retail, the document can be:

� a purchase requisition (PReq), or� a purchase order (PO), or� a delivery.

Figure 20: Store Order: Basic Settings - Customizing (1/2)

Dialog Control

You set up how you want store order information to display for your end usersin this customizing function.

Max. Number of displayable lines � If the number set here is larger than ascreen-full, paging is available.

Warning When Leaving the Dialog � A notice displays that unsaved data will belost upon pressing the Back button. Options are to have No warning; a warningevery time upon leaving the screen; and, a warning only if there is data in theorder list.



Display Docs After Posting � When set, the follow-on documents that werecreated, are displayed. If not set, only those items that could not be posted aredisplayed.

Expand Mdse Catgries Automatically � If set, the navigation tree is displayedexpanded to the merchandise category level. This takes longer to display. If notset, the navigation tree is expanded only to the Assortment List Type, from whichmerchandise categories can be selected.

Display Vendor Number � If set, the vendor number is displayed beside theirname on the Retail Store Order.

Display EAN/UPC � Options are:

� Do not display any EAN/UPC� Display all� Only display those from the Assortment List� Display All EAN/UPS and their Units of Measure

Maximum Number of Vendors in Dropdown Box � Set this field to limit the list ofvendors

Display Articles that Cannot be Ordered � Select to display only those articlesthat can be ordered

Article Can Also be Planned Individually � Set this field to activate a push buttonon the Store Order screen that allows the user to perform detailed RP withoutreducing performance in the overview.



Figure 21: Store Order: Basic Settings - Customizing (2/2)

Data Formatting

Determine Current Stocks and Receipts � When set, the system checks theinventory tables and displays the current levels on the on-line order form.This is performance intensive and should only be used when there is a limitedmerchandise list.

Display stock � You can choose to display in the base unit of measure or theorder unit of measure.

Determine and Display Default Quantities � If set, displays the suggestedquantities generated by a replenishment run. Quantities can be increased ordecreased in the store.

Select Source of Quantity Proposals � You can select to have the quantityproposals default from the purchase requisitions assigned to the store; or fromreplenishment requirements, which is better for performance.

Quantity Proposals Enable Mass Processing � If set, an additional pushbutton isdisplayed in the store order purchasing list that can be used to load all the defaultquantities that are assigned to the store.

Caution: Use caution with this indicator, if a store must process a verylarge number of default quantities (a few thousand), the users shouldprocess materials in groups for performance purposes.

Do Not Buffer Determined RP Data � On/Off. If set, the data is not buffered.



Asynchronous Posting � If set, follow-on documents and posting are completedafter saving the store order. If not, documents and posting is completed coincidentto saving the store order.

Prefill Input Fields with Rounded Quantities � If set, the values in the quantityfields are rounded in Store order.

Note: Do not use this rounding if �load-building� rounding is performedat a later stage.

Extras

PDC Connection Type � Identifies how PDC units communicate with ERP. Theoptions supported are:

No PDC Connection

PDC Connection by Web Browser

PDC Connection by RFC Interfaces

PDC Connection using Web Browser//Java applet

Maximum No. of Allowed Schedule Lines � Indicates the maximum number ofdelivery times for each PO item.

Reorganization Period for Follow-On Documents allows you to identify a periodin days to hold store orders and their references to follow-on documents beforethey are deleted.

Figure 22: Store Order: Assigning Follow-On Document Type



As the slide shows, SAP Retail searches the store order IDoc from the mostspecific to the least specific to determine which type of document to create.

The checks are performed in the following order:

� check if a document type was transferred via a user exit;� check if a document type was sent in the store order IDoc;� check if a document type was maintained in the POS inbound profile

� defined at the store/ MC level, dependent on the source of supply (field�Default doc. category external store order�)

� defined at the store/ MC, not dependent on the source of supply (field�Document type default�)

� defined at the store level, dependent on the source of supply (�Defaultdoc. category external store order�)

� defined at the store, not dependent on the source of supply (field�Document type default�);

� document type = 3 (PO), if everything else fails.

Figure 23: Store Order: Customizing (1/5)

Store order processing must be customized in POS inbound profile Store Ordercontrols. These can be defined at store level, or at store/merchandise category(MC) level.



The processing of store order data in SAP Retail can be customized as follows:

� Default follow-on document to use, if no other directions are given:1 � Create a PReq2 � Create a PO unless there is an error, then create a PReq3 � Create a PO4 � Create a delivery7 � Create a sales order8 � Create a copy of a PO, do not send message to vendorA � Create a PO for the supplying DC if sufficient stock is available,otherwise create a PO for the corresponding regular vendorB � Create a PO for the DC, if order quantity does not exceed the DC�smaximum issue quantity; otherwise create a PO for the regular vendorC � Stock on hand, otherwise other DC, otherwise create a PO forthe regular vendor


Substitute document types for (standard) NB and UB

� If the standard document types for purchase orders (i.e., NB and UB) havebeen renamed in (MM-) customizing of the SAP ERP system, their newnames must be specified here.

Note: It is NOT recommended to rename NB and UB!



Grouping of order items (flag only used at store level)

� If activated, store order items containing the same article, receiving store,etc., are combined to a single item in the follow-on document created fromthe store order.


Scope of message log (flag only used at store level)

Depending on the selection made in this field, not only errors, but also warnings ornotes are logged during processing of store order IDocs.

Scope of store order confirmation (flag only used at store level)

This flag is only relevant for confirmation of store order. Depending on its value:

� EITHER everything,� OR changes only,� OR all store order items, including variances,

are to be confirmed to the sender of the store order. Neither of these fields isrelevant for Retail Store.

Using workflows � You can select to use the older version of workflow, the newworkflow exception processing, or on workflow processing.

Workflow template � If you select to use the new workflow option, enter thetemplate in this field.




Further processing controls

� Settings made in this field group determine:� How missing units of measure are handled� Whether, or to what extent, the automatic source of supply determination

should also check for outline agreements (performance critical!),� The selection pair for �Default doc. cat. ... replen.� are relevant for store

orders triggered by replenishment to determine the document category of thefollow-on document to be generated.

� �Default document category ... store orders� are relevant fornon-replenishment based store order processing. Depending on the sourceof supply (either provided explicitly, or determined automatically), theexternal or the internal store order document type is used to generate thefollow-on document.

� These controls take precedence over the Default doc category above, andhow they are configured is extremely important depending upon the StoreOrder scenario that you are implementing.




Finally, check-boxes are provided to determine whether:

� the automatic source of supply determination should try to find the cheapestsource of supply (very performance critical !!!).

� store order processing should check for duplicate document numbers.� document flow update is deactivated during processing of store orders;� store order data should be posted in one or in two steps;� if posting is in two steps, the system imports the original store order data and

adds missing data in the first step. In the second step, the system posts thedocument. Optimizing processing steps can take place on a cross-order basisbetween steps one and two; (used only at store level)

� store order items containing an article, that is to be procured viareplenishment or allocation, are not to be copied over to the follow-ondocument created by store order inbound processing.



Figure 28: Creating a Store Order: Simple Scenario

The simple scenario shown on this and the following page is only suitable for astore with a small assortment, that make frequent small on line orders.

Creating such a simple store order, is a matter of selecting the assortment list,selecting the merchandise category and identifying the quantity of each item thatyou want to order.

Through the store order control profile and the logistics screen for the article,the system determines whether to produce a stock transport order to the DC ora purchase order to a vendor.

Two step ordering is a way of varying the simple scenario:

� A clerk or a vendor can be assigned to an authorization object that allowsthem to enter quantity proposals. This can lead to purchase requisitions butrequire a second step by a staff member with authorization to create thefollow-on documents, that is to accept the proposed quantity or change itbefore completing the process.



Figure 29: Creating a Store Order: Simple Scenario (2)

Another variation of the simple scenario for smaller stores with small AssortmentLists, is:

� If you plan your inventory visually and use a Hand Held Terminal to recordyour plan, you can upload the file, process it, and save the information as aStore Order.

Figure 30: Creating a Store Order: Replenishment



Larger stores with extensive Assortment Lists that make large Store Orders benefitfrom a nightly replenishment run. In the replenishment run, SAP Retail generatespurchase requisitions that display in the store as quantity proposals.

The purchase requisitions are not processed to external purchase orders or stocktransport orders until the local merchandise manager changes or accepts theproposal and the report is run.



Exercise 2: Store Order Customizing

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize the parameters for SRS Store Orders� Order goods for your store using Retail Store.

Business ExampleAs the logistics lead, you are trying different customizing combinations for storeorders and store goods receipts.

Task 1:You will customize the store order parameters for the store so that when yousign into the Retail Store purchasing function, store order, you will be able toorder goods.

1. What path do you take to customize your store order in ERP?

2. If you change the displayed lines to 50, will you always have 50 linesshowing on the screen?

Task 2:Configure the settings to have store order processing display the current stockand also display the order after posting.

1. What settings did you have to change?

Task 3:Now customize the Retail Store profile for Store orders to only retain orders fortwo weeks.

1. What is the path for the Retail Store customizing?

What value did you put in the retention field?

Task 4:You must also set up your Inbound profile for store orders for the system to handleeverything properly.

1. Create an inbound POS profile, ZI##

2. Create a Store Order Control profile




3. Assign the profile to your store.

Task 5:You are planning a white wine tasting in a few weeks and during the tasting thereis a promotion on some of those wines. You have decided to order extra beforethe promo announcement is activated.

1. How do you order 5 cases of 317001 for your store RP##?

Also order extra champagne. That is 317073 and you want 6 cases.

2. Can you determine whether the articles are shipped from the DC or from avendor? How?

3. Do you need to know the vendor number of your supplier?

4. Is your champagne in stock? How can you check that?

5. Write down the numbers of any purchase orders created for use in the goodsreceipt exercise.



Solution 2: Store Order CustomizingTask 1:You will customize the store order parameters for the store so that when yousign into the Retail Store purchasing function, store order, you will be able toorder goods.

1. What path do you take to customize your store order in ERP?

a) To create your schema, use the following path:

Tools→ Customizing→ IMG→ Edit Project→ SAP Reference IMG

Logistics � General→ SAP Retail Store→ Store Order→ BasicSettings for the Store Order→ Define Customizing Schemas withBasic Settings

Press New Entries and enter your schema name and group ZS## as thedescription. Enter the following:

Field Name ValuesMaximumNumber of DisplayableLines

100

Warning When Leaving theDialog

2 � Warning only when there isData in Purchase Order List

Display Docs after Posting XExpand Material GroupsAutomatically

blank

Determine Current Stocks andReceipts

X

Determine and Display DefaultQuantities

X

Do Not Buffer Determined MRPdata

blank

Asynchronous Posting blankPDC Connection Type No PDC ConnectionMaximum No. of AllowedSchedule Lines

blank

Save and back out. Select Assign Customizing Schemas to Sites. PressNew Entries. Enter your site number RP## and assign it ZS##, yourcustomizing schema.




2. If you change the displayed lines to 50, will you always have 50 linesshowing on the screen?

a) Only the number of lines that can, do display on the screen. If 50 linesare available and only 20 fit on the screen, you will have to use thescroll bar to see all of the available lines.

Task 2:Configure the settings to have store order processing display the current stockand also display the order after posting.

1. What settings did you have to change?

a) You must set Determine Current Stock and Receipts to display currentstock and Display Docs after Posting to display after saving your order.

Task 3:Now customize the Retail Store profile for Store orders to only retain orders fortwo weeks.

1. What is the path for the Retail Store customizing?

What value did you put in the retention field?

a) Retention periods are set up using the following path:


Logistics � General→ SAP Retail Store→ Store Order→ BasicSettings for the Store Order→ Reorganization Period for Follow-onDocuments

Enter 15 for the number of days to hold the documents.

Task 4:You must also set up your Inbound profile for store orders for the system to handleeverything properly.

1. Create an inbound POS profile, ZI##

a) Take the path IMG Sales and Distribution→ POS Interface→Maintain Profile for POS Inbound

Select New Entries add your profile ZI##.




2. Create a Store Order Control profile

a) Take the path, IMG→ Sales and Distribution→ POS Interface→Inbound→ Store Order Control

b) Seclect the profile TRNG, select copy, and replace the Inbound profilename, TRNG, with yours, ZI##.

3. Assign the profile to your store.

a) Take the path on the Easy Access menu,Logistics→ Retailing→Master Data→ Site Data→ Site→ Change (Tx WB02)

b) Enter your store number, RP## and select Site, general go to the POStab and enter your POS Inbound Profile name in that field.

Task 5:You are planning a white wine tasting in a few weeks and during the tasting thereis a promotion on some of those wines. You have decided to order extra beforethe promo announcement is activated.

1. How do you order 5 cases of 317001 for your store RP##?

Also order extra champagne. That is 317073 and you want 6 cases.

a) First sign on to the SAP Retail Store. Use the path:

URL: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<clientnumber>

Select your Store, RP## on the class Client.

Enter the same user name that you were assigned for the class and thepassword that you selected. Press Log On.

Enter your store number and press Log On.

Select Store Order, expand your Assortments.

Enter 5 in the Quantity field of 317001

2. Can you determine whether the articles are shipped from the DC or from avendor? How?

a) You cannot tell where the articles are delivered from on the orderscreen. You can determine the source of supply by selecting StoreOrder follow-on documents.

Order champagne, article no. 317073

3. Do you need to know the vendor number of your supplier?

a) You do not need to know the vendor number, the system will selectthe right supplier.




4. Is your champagne in stock? How can you check that?

a) On the order form, the system displays if there is stock of the article.Or you could use the Stock report under Information.

5. Write down the numbers of any purchase orders created for use in the goodsreceipt exercise.

a) The purchase orders will have a number beginning 45nnnnnnnnn.



Lesson Summary

You should now be able to:� Describe Store Orders� Customize the Store Order for SAP Retail Store.



Lesson: Purchase Order

Lesson OverviewAnother purchasing process is the Purchase Order. We discus how to configure itfor automatic handling in SAP Retail Store and how it differs from Store Orders.


� Describe purchase orders and their primary use in Retail Store.� Customize Purchase Order profiles for SAP Retail Store

Business ExampleFrom time to time, goods must be returned to vendors directly from the store.Also, there are times when a store needs additional stock more quickly than normalmeans can deliver it. In all of these cases, the SRS Purchase Order can be used.

Purchase Orders

Figure 31: Purchase Order: Overview

The Purchase Order is used by stores to request merchandise from other stores(stock transfers) and to return merchandise to external suppliers with an additionaldialog to create the goods issue.


IRT370 Lesson: Purchase Order

Smaller independent stores could also use this function to order small numbers ofspecific items from specific suppliers.

Figure 32: Purchase Order: Basic Settings (1/2)

The Basic Settings for Purchase Order Entry are to control the order entry processand for saving the POs by SRS.

The first group on the screen are for Purchasing Document Control where youidentify the purchasing document item category for stock transfer, the defaultpurchasing group and the identifier for the text items.

Figure 33: Purchase Order: Basic Settings (2/2)

The next group identifies the Scope of Functionality:



Article number ID � What type of article number do you want to default to thescreen. Your own, the vendor's or the EAN/UPC code.

No. of items in Entry � Number of lines to display so that as many line items aspossible appear on the screen without the necessity of a scroll bar. If you needmore lines during Purchase order entry, you can switch between blocks usingscroll keys.

Trans. Type GI StkTr � Movement type for Goods Issue.

Do Not Display Prices � Select this field to limit purchase price from displaying atthe store.

Document Search � Limits to ensure responsive performance.

Number of Rows in Order Search � Maximum number of lines to be displayedwhen the system returns search results. This keeps the display to a manageablesize for the user in the store.

Document Search Days Back � The number of days before the current date, thatthe from date of the search should.

Figure 34: Purchase Order: Assign Purchasing Document Types

Assign the Purchase Order document types that will default when you identify apurchase order and a stock transport Order.



Figure 35: Purchase Order: Assign Reasons for Ordering

You can only identify reasons that have already been created in standard purchaseorder customizing. That location can be reached with the following path:Materials Management→ Purchasing→ Purchase Order→ Define Reasonsfor Ordering

As you bring those reasons in to the SRS Purchasing area, you also can limit theiravailability. As shown, there are three options for usage:

� Only for Standard Item� Only for Return Item� For Standard Item and Return Item

Thus, you can reduce the options available for the end user, while having all thatare necessary.



Exercise 3: Purchase Order Customizingand Processing

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize the Purchase Order Schema� Process a Purchase Order in SRS

Business ExampleThere are times when the store must transfer goods from another store so not tomiss a sale; also, there are times when the store must return goods directly to thevendor. These are two reasons one might use the Purchase Order in the store.

Task 1:Define a Purchase Order Schema

1. Where can you customize the Retail Store Purchase Order?

2. Can you set a schema where you will use SKUs rather than the SAP articlenumber?

3. Create a schema for your store RP## and name it Z##1 and assign it toyour store.

4. Is there any other customizing that must be done before you can use PurchaseOrder on Retail Store?




5. Is there anything you must do to the schemas that are defined? Why?

Task 2:Now, as the assistant store manager, you notice that you are out of wine glassesand you are having a wine tasting tonight. Glasses are sure to sell, but the onlyway to get them in time is to get them from Store 3601, across town.

1. Sign on to Retail Store for your store RP##.

2. How do you indicate that you want Site 3601 to stock transport 16 glasses(317065)?



Solution 3: Purchase Order Customizingand ProcessingTask 1:Define a Purchase Order Schema

1. Where can you customize the Retail Store Purchase Order?

a) In the IMG: Logistics - General→ SAP Retail Store→ Purchase Order→ Basic Settings for Purchase Order Entry

2. Can you set a schema where you will use SKUs rather than the SAP articlenumber?

Answer: Yes, in the Article No. ID field.

3. Create a schema for your store RP## and name it Z##1 and assign it toyour store.

a) The easiest way to create your own schema is to select one that isalready created, select the copy button and enter your schema name onthe resulting screen.

b) Save your schema and back out. Select Assignment of CustomizingSchemas to Sites Select New Entries, enter your site and customizingschema names and save.

4. Is there any other customizing that must be done before you can use PurchaseOrder on Retail Store?

a) Yes, there must be a schema for the Document Types and also one forthe allowed reasons for ordering.

5. Is there anything you must do to the schemas that are defined? Why?

Answer: No, since you use the same documents and the same reasons, onlyone is necessary. All stores use the default.

Task 2:Now, as the assistant store manager, you notice that you are out of wine glassesand you are having a wine tasting tonight. Glasses are sure to sell, but the onlyway to get them in time is to get them from Store 3601, across town.

1. Sign on to Retail Store for your store RP##.

a) Use the following URL: ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/its/srs-<client number>




2. How do you indicate that you want Site 3601 to stock transport 16 glasses(317065)?

a) Select Purchase Order in the Purchasing area of the screen.

b) On the selection screen, use the drop down in the Type field to selectSite and in the Number field, enter 3601 and select Create.

c) On the Purchase Order screen, use today's date for the Delivery Date.Enter the article number 317065 and 16 for the Quantity.

Select Save Document.

d) When the Purchase Order Confirmation screen displays, record thestock transport number.



Lesson Summary

You should now be able to:� Describe purchase orders and their primary use in Retail Store.� Customize Purchase Order profiles for SAP Retail Store



Lesson: Goods Receipt

Lesson OverviewWhen deliveries are made to the store, they are received into inventory using SAPRetail Store. Before that can be done, several defaults must be defined to make itsimple for an untrained stock clerk to enter receipts.


� Describe Goods Receipt� Customize Goods Receipt for SAP Retail Store� Process Goods Receipts in the store.

Business ExampleWhether goods are ordered by headquarters or the store itself, they must bereceived in the store to properly reflect the store's inventory.

Goods Receipts

Figure 36: Receiving Goods Overview

After goods have been ordered, they must be received into the stores. Goods canbe delivered direct from the vendor or by way of the Distribution Center.


IRT370 Lesson: Goods Receipt

Figure 37: Goods Receipt: Basic Settings (1/3)

Goods receipt processing must be customized in a goods movement schemaand be assigned to the store performing online goods receipts. The schemaprovides defaults for the online template and links to MM goods movement forthe incoming data.

� General default:

� Document ID: The type of document that you generally receive goodsagainst is identified in this field to default on the SRS entry screen. Thissaves clicks at the time of entry and can be overridden for exceptions.

� Article number ID: Which type of article number your purchase ordersor delivery documents use to identify articles is also defaulted on theSRS entry screen and used by SAP Retail.

� Movement type: Movement type codes are identified in this group. Theyare standard MM movement types and sets up the link from the incomingBAPIs to the ERP movement types. The goods receipts movements typesrequested are:

� Goods receipt for the reference document� Goods receipt reversal� Return delivery for reference doc� Goods receipt for stock transfer deliveries� Return deliveries w/o reference document� For storing transferred stock� For removing transferred stock.� For Additional Items in a Goods Receipt� For Additional Items in Goods Receipt Cross Company




Control: Goods Receipt

� GM_code � The goods movement code points to the transaction code to beused for recording the goods receipt.

� Maximum Number � Identify the maximum number of lines to display inthe goods receipt screen. This maintains clarity for the user and can impactperformance.

� Account Type for Items with Acct Assignment � Some receipts require anaccount assignment. You identify the type of account in this field.

� Default Goods Receipt Qty � When a goods receipt displays in SRS, thequantity expected for the document should default, if this field is selected.

� Display shipping units in delivery � Select to have the shipping units display.� Use Search Help Fields on Initial Screen � Select to have the appropriate

search fields operate from the initial screen.� Entry of Incoming Invoices in Goods Receipts is Permitted � Set to allow

invoice entry immediately following goods receipt. If it is set, an additionalbutton displays on the initial screen after the goods receipt has been postedallowing the clerk to enter the invoice.



Control of PDC Procedures

� Retail Store MDE Scenario � Identify if there is a connection to PDC inputand the type of connection:

0 � No PDC Connection

1 � PDC Connection by Web Browser

2 � PDC Connection by RFC Interfaces

3 � PDC Connection Using Web Browser/Java Applet


Control Search Helps

Past Period for... � Enter the number of days in the past from which to begin thesearch. The date that corresponds to that number of days before the current datedefaults on the SRS screen and can be changed by the user.

Maximum Number of Hits for.... � The number of lines to display in SRS, whichis a manageable size for your staff and their screens. Also, if response time isincreasing, you might want to lower the number of lines to display to improveperformance.



Figure 40: Assign Reference Document Types

The reference documents that you identify in this screen are the only businessprocess documents displayed in the drop down list on the Entry page of SRSGoods Receipt and all other goods movement types.



Exercise 4: Customize and Perform GoodsReceipts

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize the parameters for SRS Goods Receipts� Receive Goods into your Store using SAP Retail Store.

Business ExampleYou will be wearing two hats in this exercise, as inventory project lead you aregoing to customize goods receipts. Then you change your hat to become the stockclerk and receive those goods on-line.

Task 1:Now that you can order goods, you also want to be able to receive them in the store.

1. What is the first customizing activity you must perform?

2. Is there any other step(s) you must take to ensure that your store receives thecorrect default data?

3. How can you do that?

Task 2:Receive the goods you ordered in the previous unit.

1. Must you know your purchase order number to receive the goods?

2. Can you receive the articles that will be shipped from the DC?



Solution 4: Customize and Perform GoodsReceiptsTask 1:Now that you can order goods, you also want to be able to receive them in the store.

1. What is the first customizing activity you must perform?

a) Customize Goods Receipts for your store.

You must customize the SRS Goods Movement. Use the path:


Logistics � General→ SAP Retail Store→ Goods Movement→ BasicSettings for Goods Receipt

→ Define customizing Schemas with Basic Settings

In viewing the Schemas, you see that you can use the default 0001.

→ Assign Customizing Schemas to Sites

Press New Entries and add your store number RP## and assign schema0001 to your site.

2. Is there any other step(s) you must take to ensure that your store receives thecorrect default data?

a) Yes, you want to identify the permitted reference documents for thisBusiness process.

3. How can you do that?

a) Also in the IMG: Logistics � General→ SAP Retail Store→ GoodsMovement→ Grouping of Permitted Reference Documents for EachBusiness Process

b) Note the document types allowed for Goods Receipt. They are:Without Reference Document; Delivery, including shipping notificationand delivery; Purchase Order; Shipping Unit; Article Document; and,Purchase Requisitions / Requirements.




Task 2:Receive the goods you ordered in the previous unit.

1. Must you know your purchase order number to receive the goods?

a) Receive the goods into your store.

Select Goods Receipt in SRS for your store.

You do not have to know the purchase order number. Simply, pressthe binoculars next to the Reference doc. field to see what POs areoutstanding and select it.

2. Can you receive the articles that will be shipped from the DC?

a) In order to display articles to be shipped by the DC, you must selectDelivery as your Reference document ID.



Lesson Summary

You should now be able to:� Describe Goods Receipt� Customize Goods Receipt for SAP Retail Store� Process Goods Receipts in the store.


IRT370 Lesson: Incoming Invoice

Lesson: Incoming Invoice

Lesson OverviewOften times when a vendor delivers goods to a store, the driver also delivers theinvoice. For those occasions, the Incoming Invoice process in Retail Store can beused. Some customizing will be used to setup the tolerance logic to reduce theprocessing time required for incorrect invoices. While Incoming Invoice is not thesame as standard Invoice Verification, errors are corrected in headquarters usingstandard invoice verification.


� Customize the Incoming Invoice area of SAP Retail Store� Enter an Incoming Invoice using SAP Retail Store

Business ExampleWhen invoices are delivered to the store, they must be entered so that headquarterscan clear the GR/IR account.

Figure 41: Incoming Invoice: Overview

With goods receipt there will be occasions when you must also receive and recordthe invoice at the store rather than at headquarters.



Figure 42: Incoming Invoice: Basic Settings (1/3)

Incoming Invoice processing must be customized in a schema and, if necessary, beassigned to the stores.

The first group on the schema customizing page provides the scope of functionality� what the stores are allowed to do and, therefore, which screens are availableto them.

Article Identifier: You set the default to the internal Article number or theEAN/UPC code.

Cancel Allowed � Set if you allow cancellations to be performed in the store.

Always Calculate Tax, No Entry: When set, the tax field is closed to input and thetax calculated automatically.

Do Not Display Print Screen: If set, the print screen does not display after theInvoice is entered. This cannot be set, if the Payment dialog is available in thestores as the payment dialog is called from the print screen.

Manual Hold: the default actions that are available when the store staff areallowed to put an invoice on hold.

Available actions:

� No Hold� Set Payment Block� Park Invoice



Payment Block Manual: You can set which documents/activity the action in theprior field impacts, if manual holds are allowed. The available options are:

� Blocked for Payment� Free for Payment� Invoice Verification� Payment clearing� Payment request� Post processes including Payment� Skip account


This section of the Incoming Invoice is used to set the tolerances.

Check Positive Tolerance: If set, SRS uses the tolerance listed in the followingfield to ensure that invoices are not posted if the tolerance is exceeded. Thesechecks are in addition to the usual tolerance checks for Logistics InvoiceVerification i.e. vendor-specific and item level tolerance limits.

Positive Tolerance Value: Enter the value that the positive tolerance check shouldnot exceed.

Check Negative Tolerance: If set, SRS uses the tolerance listed in the followingfield to ensure that invoices are not posted if the tolerance is exceeded. Thesechecks are in addition to the usual tolerance checks for Logistics InvoiceVerification i.e. vendor-specific and item level tolerance limits.



Negative Tolerance Value: Enter the value that the negative tolerance checkshould not exceed.

Currency for Tolerance Limits: Identify the currency that the absolute toleranceshould not exceed.

Hold Due to Tolerance: Identify the action to take if the invoice should be heldbecause of a tolerance being exceeded.

Actions available:

� Error message, Posting not possible� Set Payment Block� Park Invoice

Payment Block to Hold Due to Tolerance: You can set which documents/activitythe action in the prior field impacts, if a payment block hold due to toleranceis required. The available options are:

� Blocked for Payment� Free for Payment� Invoice Verification� Payment clearing� Payment request� Post processes including Payment� Skip account

Screen Settings: The following fields setup how the information displays on thescreen.

Number of Cost Lines with Reference Document: Enter the typical number ofcost or credit memo items per invoice with a reference document to display onthe entry screen. This is the default which can be changed if the number of itemsexceeds this value.

No of Cost Lines without Reference Document: Enter the typical number of costor credit memo items per invoice with no reference document to display on theentry screen. This is the default which can be changed if the number of itemsexceeds this value.




Screen Settings, continued

You also set the status of the following three items: Posting Date, Item Quantityand Item Selection. The status can be:

� Field Hidden, which in the case of Posting Date will be automatically filledwith today's date. For the item quantity and item selection, the purchaseorder amount will default.

� Field shown, or displayed; in the case of Posting Date will be automaticallyfilled with today's date. For the item quantity and item selection, thepurchase order amount will default.

� Field Ready for Input

Document Search fields sets up the default dates for the system to search from.The dates can be overridden on the entry screen.

You also limit the number of hits for the system to display. Use a number that meetsyour organization's needs without going so large that you impact performance.



Figure 45: Incoming Invoice: Grouping of Permitted Reference DocumentCategories

You identify on this screen, which Reference Document Categories are availablethrough the drop down on the screen and which is the default.

Figure 46: Incoming Invoices: Grouping of General Ledger Accounts

In this schema you identify the General Ledger accounts where specific types ofproducts and services are posted. You also enter simple text to identify thoseaccounts to the staff in the store.



Figure 47: Incoming Invoice: Grouping of Permitted Reversal Reasons

In this schema you identify the reasons that identify a reversal and the commontext for display.

Figure 48: Incoming Invoice: Grouping of General Ledger Accounts forPayments

In this schema you identify the General Ledger accounts where specific paymentstypes are posted. You also enter simple text to identify those accounts to the staffin the store.



Exercise 5: Incoming Invoice Customizingand Using

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize the Retail Store Incoming Invoice� Process an incoming invoice through Retail Store

Business ExampleIf Vendors deliver invoices directly to the store, you want to be able to record themdirectly in the system.

Task 1:Customize Incoming Invoice

1. What path do you take to customize the Incoming Invoice?

2. I can use customizing schema 0001 as it is delivered without assigning itto my store.Determine whether this statement is true or false.□ True□ False

Task 2:

1. Enter an invoice for the purchase order that you performed a goods receiptfor in the last unit.




2. If you know the purchase order number, do you need to search for a vender?

3. In addition to a purchase order, the way the system is customized I canalso use a:Choose the correct answer(s).□ A Delivery note□ B Goods Receipt number□ C No reference number□ D Just the vendor number



Solution 5: Incoming Invoice Customizingand UsingTask 1:Customize Incoming Invoice

1. What path do you take to customize the Incoming Invoice?

a) In the IMG, Logistics - General→ SAP Retail Store→ IncomingInvoice→ Basic Settings for Incoming Invoice

2. I can use customizing schema 0001 as it is delivered without assigning itto my store.

Answer: True

It is likely that one schema is enough for an organization and since it isidentified as the default, it will be used for all Incoming Invoices

Task 2:

1. Enter an invoice for the purchase order that you performed a goods receiptfor in the last unit.

a) On the browser based Retail Store, select Incoming invoice.

2. If you know the purchase order number, do you need to search for a vender?

Answer: No, you simply enter the purchase order number in the fieldprovided.

3. In addition to a purchase order, the way the system is customized I canalso use a:

Answer: B, C

If you use the vendor number, it is only to search for a receipted PO or agoods receipt number.



Lesson Summary

You should now be able to:� Customize the Incoming Invoice area of SAP Retail Store� Enter an Incoming Invoice using SAP Retail Store


IRT370 Unit Summary

Unit SummaryYou should now be able to:� Describe the Assortment List� Customize the Assortment List for SAP Retail Store� View the Assortment List in SAP Retail Store.� Describe Store Orders� Customize the Store Order for SAP Retail Store.� Describe purchase orders and their primary use in Retail Store.� Customize Purchase Order profiles for SAP Retail Store� Describe Goods Receipt� Customize Goods Receipt for SAP Retail Store� Process Goods Receipts in the store.� Customize the Incoming Invoice area of SAP Retail Store� Enter an Incoming Invoice using SAP Retail Store


Unit Summary IRT370


Unit 4Inventory Management Processes

Unit OverviewSeveral types of activity characterize inventory management in a store, stocktransfer processes, recording shrinkage, breakage, etc. and performing periodicphysical inventory counts. These are the topics of this unit.


� Customize Stock Transfer processes for SAP Retail Store� Customize Other Goods Movements for SAP Retail Store� Process stock transfers in SAP Retail Store� Process other goods movements in SAP Retail Store� Customize Physical Inventory processes for SAP Retail Store� Use SAP Retail Store to perform a Physical Inventory Count.� How SAP Retail Store is used to support the Inventory Revaluation process

for Value-Only articles.

Unit ContentsLesson: Goods Movements ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Exercise 6: Goods Movements .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Lesson: Physical Inventory .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102

Exercise 7: Physical Inventory.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107Lesson: Stock Entry .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114


Unit 4: Inventory Management Processes IRT370

Lesson: Goods Movements

Lesson OverviewGoods Receipts are not the only movements of inventory that must be recorded.The standard movements tracked by your company can be customized and thenrecorded in SRS.


� Customize Stock Transfer processes for SAP Retail Store� Customize Other Goods Movements for SAP Retail Store� Process stock transfers in SAP Retail Store� Process other goods movements in SAP Retail Store

Business ExampleStock is moved in and out of inventory for various reasons and once thecustomizing is set to handle those movements, it is relatively easy for stock clerksto record these movements in SRS.

Figure 49: Stock Transfer: Overview


IRT370 Lesson: Goods Movements

Stock transfer movement types can be virtual as well as physical. For example,if a store wants to isolate its promotional stock from its regular stock, it can beeasily handled via goods movements.

Transfers between stores can also be recorded simply.

The accounting is handled behind the scenes, with no user intervention, in bothcases.

Figure 50: Other goods Movement: Overview

As shown, other goods movement can be easily defined. Whether it is movinginventory from the floor for use by the store or to the trash bin because it is spoiled

The reporting of these transactions is simplified through customizing and theaccounting is handled with no user intervention.



Figure 51: Goods Movement: Customizing (1/2)

The first step to other Goods movement processing is to define the basic settingsand identify the scheme.

� General default:

� Article Number ID � Which type of article number your other goodsmovements use to identify articles is also defaulted on the SRS entryscreen and used by SAP Retail.

� Check Expiration Date: On goods movement check expiration datefor perishable articles before recording a movement. If the check isactive, issue a warning or an error if the remaining shelf life is less thanrequired, as set in the article master.

� Storage Location Management � If set, a field is displayed in the onlinescreen that allows the clerk to enter storage location data.

� Control of PDC Procedures

� Retail Store MDE Scenario � Identify if there is a connection to PDCinput and the type of connection:

0 = no PDC Connection

1 = connect via Web Browser

2 = connect via RFC Interfaces

3 = connect using Web Browser/Java Applet



Figure 52: Goods Movement: Customizing (2/2)

There are two additional types of Goods movements, stock transfers and othergoods movement. Both are customized similarly. First, you identify a schema andset the basic settings. Then, you identify the types of movements your organizationuses and link them to a selection box.

In the next step, you link your selections to a schema and each type of movementto a movement type. Then, you link the schema to your stores.

The business transactions of the appropriate schema display in the SRS screen forentry of stock transfers or other goods movements. The subsequent handling ofthe data is controlled by the movement type code associated with each businesstransaction.

The movement types are delivered with the system and linkage to general ledgeraccounts is defined during MM customizing.



Exercise 6: Goods Movements

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize Goods Movements for Stock Transfer and Other movements� Post goods movements in SAP Retail Store.

Business ExampleSmart Specialty Stores use SAP Retail Store to maintain their inventory. Thestores frequently transfer inventory among themselves and record other removalsfrom floor stock.

Task 1:Begin your customizing of SAP Retail Store Goods Movements by identifyingthe basic settings for both Stock Transport and other Goods movement. View thedefault schema to answer the following questions.

1. What is the path to this (these) schemas?

2. What does this customizing screen control?

3. What happens if you do not assign a schema to your site?

4. Assign Schema Z001 to your site RP##.

Task 2:Before you customize you want to check your G/L accounts or Cost centerassignments to these movement types, you should check in the standard materialsmanagement component for how these movement types are already assigned.You know the following information:

Data Type G/L AccountInventory 135075Scrap 510100Trading goods consumption 510080

1. How would you confirm that this information is correct before using theseaccounts?




Task 3:Now you can configure your stock transport goods movement types.

1. Which keys are defined in the grouping of business transactions?

2. Check which business transactions are configured.

3. Which schema is the default? What movement type is the default for thisschema?

4. Must you add a G/L Account for these transactions?

Task 4:Review schema Z001 that is assigned to your site RP##.

1. Will you be able to perform an article to promo transfer with this schemaas your assigned schema?

Task 5:Now perform the customizing for other goods movements.

1. Take the path: ?

2. For schema 0001, what is the difference between the goods movement code03 and 05?

Do not assign any schema to your site. What effect will this have on yourstore when you access Other Goods Movements on SRS?

Task 6:Use Retail Store to deliver 3 bottles of merlot (317024) to your neighbor's store.The store of the person sitting on your right.

1. Use Retail Store to transfer 3 bottles of Merlot.

2. Check the Accounting transactions in the system.

3. Did the system make the debit and credit to the correct accounts? Whatwere they?

Task 7:Now, return to the Retail Store and record taking one unit of 317065 from stockand report it to headquarters as broken/spoiled. It was damaged beyond repair inshipping and your normal method of dealing with such damage is to scrap the item.

1. How do you select the movement type on the Retail Store for other goodsmovements?




2. Check the accounting document for this transfer. What path do you taketo check this accounting document?



Solution 6: Goods MovementsTask 1:Begin your customizing of SAP Retail Store Goods Movements by identifyingthe basic settings for both Stock Transport and other Goods movement. View thedefault schema to answer the following questions.

1. What is the path to this (these) schemas?

a) Tools→ AcceleratedSAP→ Customizing→ Edit Project→ SAPReference IMG

Logistics � General→ SAP Retail Store→ Goods Movement→ BasicSettings for Goods Movements/Stock Transfers→ Define CustomizingSchemas with Basic Settings

2. What does this customizing screen control?

a) This schema controls the default selection of the Material identificationon the SRS screen.

3. What happens if you do not assign a schema to your site?

a) If you do not assign a schema to your site, the system uses the schemaZ001 which is designated Standard.

4. Assign Schema Z001 to your site RP##.

a) The path to assign the schema is:

Tools AcceleratedSAP Customizing Edit Project SAP Reference IMG

Logistics � General→ SAP Retail Store→ Goods Movement→ BasicSettings for Goods Movements/Stock Transfers→ Assign CustomizingSchemas to Sites

Select New Entries and enter your store RP## and the Customizingschema in the appropriate fields.




Task 2:Before you customize you want to check your G/L accounts or Cost centerassignments to these movement types, you should check in the standard materialsmanagement component for how these movement types are already assigned.You know the following information:

Data Type G/L AccountInventory 135075Scrap 510100Trading goods consumption 510080

1. How would you confirm that this information is correct before using theseaccounts?

a) To determine what the G/L account for inventory is:

Use the path:

Tools→ AcceleratedSAP→ Customizing→ Edit Project→ SAPReference IMG

Materials Management→ Valuation and Account Assignment→Account Determination→ Account Determination without Wizard→ Configure Automatic Posting

Press cancel on the selection screen and then press Account assignment.

This brings you to the Materials Management posting group (RMK).Select Inventory posting (BSX). We are using chart of accountsCANAand valuation grouping code USRE. Almost all of themerchandise we sell belong to material type HAWA, Trading goods,which belongs to valuation class 3100. So you can see that theinventory G/L account is 135075.

You could also press G/L Accounts on the main screen, enter thecompany code R300 and your store RP## to bring up a complete list ofaccounts.




Task 3:Now you can configure your stock transport goods movement types.

1. Which keys are defined in the grouping of business transactions?

a) To determine which keys are defined, use the path:


Logistics � General→ SAP Retail Store→ Goods Movement→Grouping of business transactions for stock transfers

2. Check which business transactions are configured.

a) The first selection, Define Business Transactions , itemizes the keys, asshown below. But you must Maintain Grouping Schema and AssignBusiness Transactions to see the details of the transaction.

3. Which schema is the default? What movement type is the default for thisschema?

a) If you look at the General Business Transactions, you will note:Customizing schema, 0001-- SAP schema is the default (standard).

Select box Description Movementtype

G/L Acct.

0001default

Transfer ofstock to anotherstore

301

0002 Transfer articleto promo.(valOnly)

309

0003 Splitting up ofset articles

319

b) You can see on this screen that Transfer of stock to another store is thedefault movement type.

4. Must you add a G/L Account for these transactions?

a) No, you do not have to identify G/L accounts for these movementtypes, they are defined in standard goods movements and the G/Laccounts identified there will default.




Task 4:Review schema Z001 that is assigned to your site RP##.

1. Will you be able to perform an article to promo transfer with this schemaas your assigned schema?

a) Yes, you could select article to promo transfer, stock to another store isonly the default selection.

Task 5:Now perform the customizing for other goods movements.

1. Take the path: ?

a) The path is:


Logistics � General→ SAP Retail Store→ Goods Movement→Grouping of business transactions for other Goods movements

2. For schema 0001, what is the difference between the goods movement code03 and 05?

Do not assign any schema to your site. What effect will this have on yourstore when you access Other Goods Movements on SRS?

a) The first selection is:

Define Business Transactions. Here each of the other goods movementtypes are itemized for the selection box.

The second selection,Maintain Grouping Schema and Assign BusinessTransactions, shows the movement type associated with Schema 0001

Selectbox

Descrip-tion

Move-menttype

G/LAcct.

CostCenter

GM_co

0001 Break-age/spoilage

551 03

0002 Spoiled/SLEDexpired

551 03

0003default

GR Un-planned

501 05

0004 Theft 551 03




Selectbox

Descrip-tion

Move-menttype

G/LAcct.

CostCenter

GM_co

0005 Removedfor owncon-sumption

201 03

0006 Removedfor staffcanteen

201 03

0007 Removalforsampling

331 03

0008 Rmvd forproduc-tion

221 03

0009 Free ofchargedeliv.fromvendor

511 05

b) The difference between the GM_co of Breakage / spoilage (0001) andFree of charge delivery (0009) is that 03 is a removal code linking totransaction code MB1A and 05 is a goods receipt, transaction MB1C.

If you do not assign a schema to your site, schema 0001 will be usedby default.




Task 6:Use Retail Store to deliver 3 bottles of merlot (317024) to your neighbor's store.The store of the person sitting on your right.

1. Use Retail Store to transfer 3 bottles of Merlot.

a) Sign on to your client using the URL:http:/ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<clientnumber>

Record the movement of 3 bottles of Merlot (317024) from your storeto the store of the person on your right. RP## to RP##.

Under Inventory Management, select Goods Movement. EnsureTransfer is highlighted and then select edit items.

Field Name ValuesBus. trans Stock Transfer to another SiteRec. site RP##Article 317024

GR quantity 3

Press Post.

2. Check the Accounting transactions in the system.

a)

Hint: You would be in headquarters testing, so use directaccess to SAP Retail rather than SRS.

b) To check the document and the accounting for the document use thepath:

Logistics → Retailing → Merchandise logistics → Inventorymanagement→ Article document→ Display

Enter your article document and today�s year.




3. Did the system make the debit and credit to the correct accounts? Whatwere they?

a) First, you can see that each store has the movement type 301 associatedwith the article 317024, your store with a minus and your neighbor'swith a plus. When you press the Accounting documents button you cansee the debit and credit were made to the same G/L account 135075,the inventory account. However, assigned to the two different stores.

Task 7:Now, return to the Retail Store and record taking one unit of 317065 from stockand report it to headquarters as broken/spoiled. It was damaged beyond repair inshipping and your normal method of dealing with such damage is to scrap the item.

1. How do you select the movement type on the Retail Store for other goodsmovements?

a) Sign on to the client using the web. The URL is:

Sign on to your client using the URL:http:/ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<clientnumber>

Under Inventory Management, select Goods Movement. Select Othermovement and then select Edit items.

Field Name ValuesBus. trans Broken / spoiledArticle 317065GR quantity 1

b) Press the selection arrow on Bus. Trans and select broken / spoiled.

And Press Post

2. Check the accounting document for this transfer. What path do you taketo check this accounting document?

a) Check the document and the accounting for the document use the path:

Logistics → Retailing → Merchandise logistics → Inventorymanagement→ Article document→ Display

Enter your article document and today�s year.

You can see that there was a credit to the inventory account and a debitto the scrap account.



Lesson Summary

You should now be able to:� Customize Stock Transfer processes for SAP Retail Store� Customize Other Goods Movements for SAP Retail Store� Process stock transfers in SAP Retail Store� Process other goods movements in SAP Retail Store



Lesson: Physical Inventory

Lesson OverviewThis lesson covers the topic of store physical inventory using the Retail Store.


� Customize Physical Inventory processes for SAP Retail Store� Use SAP Retail Store to perform a Physical Inventory Count.

Business ExampleOn some scheduled basis, all stores must perform a physical count of theirinventory. The inventory can be requested by headquarters who would create acount document into which the store staff would enter the physical count. Forlimited numbers of articles, stores can create their own documents and enterthose counts.

Figure 53: Physical Inventory: Overview

An inventory count must be undertaken on some regular basis according to U.S.GAAP and other country�s legal requirements.


IRT370 Lesson: Physical Inventory

Physical inventory using SRS provides two options in addition to using PDCinput. One is to count the articles contained in a PI document that is created inheadquarters. This can be done manually for small article lists, or by a batch job inthe background which is more realistic for large numbers of articles.

The second option is to create documents via SRS for articles that the store wantscounted.

In both cases, the documents are created, store staff can perform the count eithermanually with a visual count or via a PDC, and the count entered in SAP RetailStore.

Figure 54: Physical Inventory: Basic Settings (1/3)

Physical inventory customizing prepares the internet display for data entry.

If you require a reason to be entered when posting a difference, selecting theDifference reason entry displays that field on the Edit differences screen. You canset up specific difference reasons in SAP Retail to be used in this field.

Use the store�s POS currency should be checked, unless you want the companycode currency displayed for the value of the inventory difference.

Change count can be set to display on the initial Physical Inventory screen forcingthe selection of either entering the initial count or changing the count on thesubsequent screen. Leaving this field blank, provides the option Edit differenceswhich allows both the count and changes to be entered on the subsequent screen.

The period for displaying PI documents can be set. The default is 24 months.



There are several options for displaying the overview list of PI documents:

� Always show� Zoom in/out � displays either the document number only, or the document

number and status.� Hide/show � provides a selection on the screen to hide the overview or

display the overview.� Switch screens � the overview displays until a document is selected. Then

only the document data is displayed.




PDC Procedure Control

� PDC Procedure with ITS File Transfer � When you are using PDCs tocapture the inventory data and ITS file transfer procedures, select this field.

� PDC Procedure Mass Processing � When you are using PDCs to capture theinventory data and mass processing procedures, select this field to activateit. Because this method uses the POS inventory IDoc, and inbound andoutbound POS profile is required.

� Use Java Applet for File Selection � If you set this indicator, a Java applet isused in SAP Retail Store Physical Inventory for selecting the PDC file that isto be posted. This makes selecting the PDC file more user-friendly whenusing the ITS file transfer procedure.

� Expand Value Only Articles � If you set the indicator, all single materialsrelating to the value-only materials in the physical inventory documentare determined when the physical inventory document is sent to the PDCdevice, and an item is sent for each single material. Only relevant if the PDCprocedure with document reference is used in the store.

� Period for Selection � Indicates the number of days in the past from thecurrent date that the system should search for PDC transactions.




Selection Stock Type/Value-Only Art

� Stock Type Selection � If set, the user in the store is able to select the stocktype for which physical inventory documents are to be created.

� Blocked Stock � If set, the user can create physical inventory documentsfor blocked stock (type 4).

� Stock in QI� If set, the user can create physical inventory documents forstock in quality inspection (type 2).

� Value-Only Articles � sets how the selection of value-only articles is totake place during creation of physical inventory documents in SRS. Theoptions are:

� blank - Always Select Value-Only Articles.

� 1 - Do Not Select Value-Only Articles

� 2 - Enable Selection in Dialog

Other Document Creation Selections

� Only Articles With Negative Stock � If set, this option is displayed in theusers screen in SRS.

� Empties Only � If set, the user in the store has the option of creating physicalinventory documents for 'empties' articles.

� Sales Order Stock � If set, the user in the store has the option of creatingphysical inventory documents for sales order stock (special stock E).



Exercise 7: Physical Inventory

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize the screen display for Physical Inventory� Create a Physical Inventory Count request from SAP Retail� Enter the Physical Inventory Count using Retail Store.

Business ExampleYou are required by headquarters to do a physical inventory on selectedmerchandise monthly. You will customize the Retail Store Physical InventorySchema and then test if the online version meets your needs.

Task 1:Before you can prepare a physical inventory in the store, you must customize theSRS profile you wish to use.

1. What path will you take to prepare this profile?

2. Copy schema 0001 and create your own schema Z##0.

3. What entry must you make to keep your PI documents for only 1 year?

4. Create the possibility of zoom in/out. What entry will you use?

5. Assign your schema to your site RP##.

Task 2:The inventory manager in headquarters decided that your store must count theinventory of glassware in unrestricted stock.

1. How does the headquarters inventory person prepare a physical inventorydocument for your store?

Create that document for articles 317063 through 317067.




Task 3:In the store you count the inventory and you have the following stock count:

317063 6317064 6317065 6317066 4

317067 2

1. You take what path to enter the count. Please enter and Post the count.

2. When you save the data, does that mean that it has changed the inventory?

3. How would you check to ensure that your count and the SAP Retailinventory count were the same? Are they?

4. If your count differs from inventory, adjust the count to be + or � 1 andpress Post Difference.

Task 4:OPTIONAL:

1. Revise your schema so that you require a reason for the PI difference andchange the Overview screen to 3 or 4 and do a local count of 317001.



Solution 7: Physical InventoryTask 1:Before you can prepare a physical inventory in the store, you must customize theSRS profile you wish to use.

1. What path will you take to prepare this profile?

a) The path to the SAP Retail Store physical inventory profile is:


Logistics � General→ SAP Retail Store→ Physical Inventory→ BasicSettings for Physical Inventory

Select Define Customizing Schemas with Physical Inventory BasicData.

2. Copy schema 0001 and create your own schema Z##0.

a) Select schema 0001, press the copy icon and enter your number Z##0.

3. What entry must you make to keep your PI documents for only 1 year?

a) Change the Period f. selecting phys.inv.nos to 12 (months) to maintainthe document numbers for only 1 year.

4. Create the possibility of zoom in/out. What entry will you use?

a) Enter 2 in the Overview screen field.

5. Assign your schema to your site RP##.

a) To assign the schema to your site:


Logistics � General→ SAP Retail Store→ Physical Inventory→ BasicSettings for Physical Inventory

Select Assign Customizing Schemas to Sites. Enter your site numberand your schema number Z##0.

Task 2:The inventory manager in headquarters decided that your store must count theinventory of glassware in unrestricted stock.

1. How does the headquarters inventory person prepare a physical inventorydocument for your store?




Create that document for articles 317063 through 317067.

a) Run a physical inventory.

Take the following path:

Logistics→ Retailing→ Merchandise logistics→ Physical Inventory→ Physical inventory document→ Create

Enter your store, RP##, and Storage Location 0001

b) Enter the article numbers in the article column, 1 for stock type andpress Save.

You should receive a message at the bottom of the screen that thephysical inventory document was created.




Task 3:In the store you count the inventory and you have the following stock count:

317063 6317064 6317065 6317066 4

317067 2

1. You take what path to enter the count. Please enter and Post the count.

a) Sign on to the client using the web. The URL is:

http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap//its/srs-<client> Logon using your user number IRT370-##. Use the password you createdat the beginning of class. Select your store, RP## and logon.

b) Under Inventory Management, select Physical Inventory.

Enter the Planned Count Date Use today's date and select Enter CountEnter in the Counted Quantity field:

317063 6317064 6317065 6317066 4

317067 2

Press Save data.

2. When you save the data, does that mean that it has changed the inventory?

Answer: No, if you check the left column, you will note that your documentis completely counted, but not posted.

3. How would you check to ensure that your count and the SAP Retailinventory count were the same? Are they?

a) On the main Physical Inventory screen, select Edit differences to viewany difference.

4. If your count differs from inventory, adjust the count to be + or � 1 andpress Post Difference.

a) Just change the number in the count quantity and press Post Differences.Continued on next page



Task 4:OPTIONAL:

1. Revise your schema so that you require a reason for the PI difference andchange the Overview screen to 3 or 4 and do a local count of 317001.

a) In the Physical Inventory Schema for your store Z##0, select Differencereason entry. In the Overview screen field, enter 3 and save it.

b) Go back to the Physical Inventory on Retail Store. Select DocumentCreation

Enter the article number(s) and select Create Documents. SelectExecute and enter the count as you did before.



Lesson Summary

You should now be able to:� Customize Physical Inventory processes for SAP Retail Store� Use SAP Retail Store to perform a Physical Inventory Count.



Lesson: Stock Entry

Lesson OverviewStock entry, inventory counting is only required for value-only articles after aprice change.


� How SAP Retail Store is used to support the Inventory Revaluation processfor Value-Only articles.

Business ExampleMost inventory is valued and tracked by quantity whereas value-only inventory,usually very low cost items, is tracked only by the value. When a price changeis necessary, the system has no way to revalue this inventory without a count. Aprice change at headquarters will create a count document for value only articlesin the stores and distribution centers.

Figure 57: Stock Entry

When the retail price of an article managed on the article level is changed,inventory revaluation can be handled by the system.


IRT370 Lesson: Stock Entry

When the retail price of an article managed on a value-only basis changes, beforethe system can perform a revaluation you must enter the quantity of the material tobe revalued.

For a particular date, you can create a list of articles whose retail price changeson that date. Before you can do this, however,you must create the relevantretail revaluation documents with the status A (�to be counted�) using programRWVKU001 or via the POS outbound interface.

The listed articles are counted and the results are entered in SAP Retail Store. Thearticles are then automatically revalued in mySAP Retail on the basis of that count.



Lesson Summary

You should now be able to:� How SAP Retail Store is used to support the Inventory Revaluation process



IRT370 Unit Summary

Unit SummaryYou should now be able to:� Customize Stock Transfer processes for SAP Retail Store� Customize Other Goods Movements for SAP Retail Store� Process stock transfers in SAP Retail Store� Process other goods movements in SAP Retail Store� Customize Physical Inventory processes for SAP Retail Store� Use SAP Retail Store to perform a Physical Inventory Count.� How SAP Retail Store is used to support the Inventory Revaluation process



Unit Summary IRT370


Unit 5Sales Processes

Unit OverviewMost store sales are to an anonymous customer captured by a pos system or cashregister. There are some sales that require capturing more data than some possystems can capture. Those are the sales that are the subject of this unit. Afterinitial customizing in the project, we change roles to be end users in the storeto process sales.


� Customize sales orders for SAP Retail Store� Create customer master records� Change sales prices in SAP Retail Store� Process sales orders in SAP Retail Store.

Unit ContentsLesson: Sales Processes.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120

Exercise 8: Template Customer ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127Exercise 9: Customize Sales orders ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131Exercise 10: Online Sales Order .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137


Unit 5: Sales Processes IRT370

Lesson: Sales Processes

Lesson OverviewSales Orders are used in SAP Retail Store when more data is required than canbe captured by a store pos system. SRS customizing must be done to make storeuse a simple process.


� Customize sales orders for SAP Retail Store� Create customer master records� Change sales prices in SAP Retail Store� Process sales orders in SAP Retail Store.

Business ExampleAll the inventory functions exist to support the real business of a store which issales. So, you customize the sales area in Retail Store to make it easy for yoursales staff to gather customer data, record sales and set up the delivery methodwhich suits their customer's needs and the merchandise location.

Figure 58: Sales Processes: Overview (1/2)


IRT370 Lesson: Sales Processes

Sales order processing for a particular customer can take place in several scenarios.The first is the customer comes into the store and purchases an article (s) that isnot on hand in the store. The transaction is recorded in Retail Store and the centralRetail system handles subsequent processing.

Depending on the customizing settings of SAP Retail, the article will be shippedto the store by the DC; or ordered from the vendor to be shipped to the store orthe DC.

The customer may collect the article at the store or at the DC.

Figure 59: Sales Processes: Overview (2/2)

A second scenario is also possible. After placing their order at the store, SAPRetail can �orchestrate� delivery either from the DC or from the vendor to thecustomer�s home or business.



Figure 60: Sales Processes: Basic Settings for Order Entry (1/3)

General Sales Data

Incoterms delivered with the system reflect the International Chamber ofCommerce trading terms. These combine with the Shipping conditions, alsodefined in the Sales and Distribution component, and the loading group, definedin the Materials Management component, to automatically route deliveries tothe customer.

On this part of the screen, you are identifying which incoterms and shippingconditions to default for entering a sale in Retail Store. Identifying the itemcategory to use under particular circumstances further combines with theseconditions to speed proper follow-on document handling in the SAP Retail system.




Sales Document Control

If you will provide direct delivery, you must select the Direct Del. Act for that tobe an option during Sales entry.

The item categories that will be used in a particular purchasing document, are setin the next 3 fields. The options shown above, select:

Direct delivery purchase document - 5, third-partySingle purchase orders - 0, standardStock Transport orders - 7, stock transport order

Define which default site category will be placing the orders, in this case the store.


Scope of Function

Article ID: Which type of material key do you use for sales? Blank, use theinternal article number; 1, use EAN/UPC code; 2, interpret using BAdi.

Select the Credit card field, if your stores support that payment method.

Select Entry of Prices only if stores are allowed to change sales prices.

To simplify creating a customer master record in the store, you must first create atemplate customer. This is simply a customer that you have created in the SAPRetail customer master data and refer to in this profile. The template will be usedwhen creating a business customer master record.

You may also use a reference consumer, which reduces the amount of customerdata that is stored after creating a customer master for individuals.



Select one Scheme to be the standard that can be used for stores that have notbeen assigned to a particular scheme.

Once your have created your Basic Settings for Order Entry profile, assign thesites that will be using that scheme for Retail Store order entry.

Figure 63: Sales Processes: Grouping of Allowed Sales Document Types

The grouping of allowed order types, allows you to establish which types of ordersa store may issue.

Limiting the order types to those actually generated by stores, limits the optionsavailable at entry and speeds the process.



Figure 64: Sales Processes: Grouping of Countries for CustomerMaintenance

Grouping of countries for customer maintenance is also a time saving deviceduring sales order entry. If, as is shown above, a country has regions, you mustidentify it so that the field is available in Retail Store customer screens. If yourstores are all with in one country, you limit the country codes that the system mustsearch on sales entry.

Figure 65: Sales Prices: Basic Settings for Sales Prices

Price changes for a store, can be performed at the store and take effect thefollowing day.

Control Data



When you allow stores to change sales prices, you can also set up controls ontheir pricing changes.

The number of days past and in the future refer to the display in SAP Retail Store.You want to keep the number of days at a level that provides the store managerinformation but not so much as to degrade performance.

The maximum validity period allows control over the length of time for which astore manager can independently change the price on articles.

Condition Type for Ruling Price: Enter a condition type that is to be used formaintaining ruling prices in SRS. Condition VKPF, is delivered with the systemfor this purpose.

Display All Future Prices in Price History: Selecting this field overrides the datein the number of days in future field and the system will display to the maximumdate associated with the article.



Exercise 8: Template Customer

Exercise ObjectivesAfter completing this exercise, you will be able to:� Create a Customer master record.

Business ExampleYou will be using SAP Retail Store for sales processes. To make it easy for storepersonnel, you must create a template customer to use at your store. You need thiscustomer before you customize the basic settings for sales.

Task:You want to create a customer that reflects the profile of your store�s regularbusiness customers.

Some general information about your store that you might want to know is:

Field Name ValueSales Organization RP10Distribution Channel R2Division R1Region, AZ,postal code for Tucson 85740Juridiction code AZ0000000Transportation zone 0000002, WestReconciliation account 121000Payment Terms Net 30

1. How will you create a template customer?

2. Record the Customer number for your template customer.



Solution 8: Template CustomerTask:You want to create a customer that reflects the profile of your store�s regularbusiness customers.

Some general information about your store that you might want to know is:

Field Name ValueSales Organization RP10Distribution Channel R2Division R1Region, AZ,postal code for Tucson 85740Juridiction code AZ0000000Transportation zone 0000002, WestReconciliation account 121000Payment Terms Net 30

1. How will you create a template customer?

a) Create a template customer:

Logistics→ Retailing→ Master data→ Edit customers→ Businesspartner→ Customer→ Create→ Full

The account group for your template customer is: Customer (General).

Ensure that you fill in the Sales area fields on the start screen.

This account group is assigned an internal number when the customeris created. Leave the customer field blank.

The following are the required fields on General data, the Addressscreen:

Field Name ValuesName RP## Reference CustomerSearch term RPStreet/house number ref. street 99999Postal code City 85740 Tucson




Field Name ValuesCountry USRegion AZJurisdict. code AZ0000000Transportation zone 0000000002Language English

Now select Company Code data:, and enter 121000 in the Recon.account field on the Account Management screen.

On Payment transactions, enter NT30 in Terms of Payment.

In the Sales area data, you must define some Order fields. They are:

Field Name ValuesSales District 000003, SoWesternPrice Group 02 Occasional Buyer

You could also define some Shipping information. Select the shippingtab and enter:

Field Name ValuesDelivery priority 02, NormalShipping conditions 01, Standard

2. Record the Customer number for your template customer.

a)



Exercise 9: Customize Sales orders

Exercise ObjectivesAfter completing this exercise, you will be able to:� Customize the Sales order area for SAP Retail Store.

Business ExampleYour company stocks its expensive articles in the DC, which ships directly to thecustomer. You must do some customizing before you are able to record this typeof sale in the store using SAP Retail Store.

Task 1:Customize the sales order controls for SAP Retail Store. You will use your owntemplate customer and plan for direct customer shipment and payment by creditcard. You also want the stores to change prices from time to time and use aconsumer master record for individual customers.

1. What path do you take to customize sales order control?

2. Create a schema ZP##. An easy way would be to copy schema 0001 andmodify it for your needs.

3. Which specific fields must you change to achieve the desired results?

4. Assign your schema to your site, RP##.

Task 2:Now you must identify the order types that your store will use.

1. Check for the allowed order types.

2. Must you create a new group of allowed order types?

3. Are any other steps required to ensure your store has access to these ordertypes?




Task 3:Check the Grouping for Countries

1. What is the purpose of Grouping of Countries for Customer maintenance?

2. Will it make a difference if you do not assign a country grouping code toyour site?

3. Assign the appropriate Country Grouping to your site, RP##.

Task 4:You want your stores to be able to respond quickly to local competition and soyou will give them the authority for short-term price changes. You also think it ishelpful if they can view a history of an articles prices.

1. How can you limit the duration of a price change? Is this already customized,or must you complete another customizing table?

2. Is there a separate customizing table to allow your store to change the prices?



Solution 9: Customize Sales ordersTask 1:Customize the sales order controls for SAP Retail Store. You will use your owntemplate customer and plan for direct customer shipment and payment by creditcard. You also want the stores to change prices from time to time and use aconsumer master record for individual customers.

1. What path do you take to customize sales order control?

a) The path to sales order customizing is:


Logistics � General→ SAP Retail Store→ Sales Order→ BasicSettings for Entering Sales Documents→ Define Customizing Schemaswith Basic Settings

2. Create a schema ZP##. An easy way would be to copy schema 0001 andmodify it for your needs.

a) Select 0001, Standard schema. Press Copy. Enter your schema numberZP##.

3. Which specific fields must you change to achieve the desired results?

a) Make the following entries:

Field Name ValuesDirect del. act CheckCredit card CheckEntry of prices CheckTempl. customer The customer you just created.Consumer Check




4. Assign your schema to your site, RP##.

a) To assign the schema you just created to your site RP##, use thefollowing path:

Tools→ AcceleratedSAP→ Customizing→ Edit Project→ SAPReference

IMG Logistics � General→ SAP Retail Store→ Sales Order→Basic Settings for Entering Sales Documents→ Assign customizingschemas to plants

Press New entries, enter your site number and your schema numberin the appropriate fields.

Task 2:Now you must identify the order types that your store will use.

1. Check for the allowed order types.

a) Use the path:


Logistics � General→ SAP Retail Store→ Sales Order→ Grouping ofAllowed Sales Document Types

Select: Maintain Grouping Schema and Assign Sales Document Types

Note: There is only one order type schema, 0001, with severaldocument categories. Identified are:

QuotationReturnsOrder

2. Must you create a new group of allowed order types?

Answer: No, all the order types you are likely to use are defined.




3. Are any other steps required to ensure your store has access to these ordertypes?

a) Not necessarily, as standard order is the default, that is the one thatdisplays. However, you can assign this schema to your site. Use thepath:


Logistics � General→ SAP Retail Store→ Sales Order→ Grouping ofAllowed Sales Document Types

Select: Assignment of Grouping Schema to Sites

Task 3:Check the Grouping for Countries

1. What is the purpose of Grouping of Countries for Customer maintenance?

a) Grouping of Country Codes


Logistics � General→ SAP Retail Store→ Sales Order→ Grouping ofCountries for Customer Maintenance

Select: Maintain Grouping Schema and Assign Countries. There youwill see at least two groupings, one Germany; and the second, US.

b) There are over 250 country codes in the system. Grouping countrycodes together and assigning the group to a site, reduces the number ofcountry codes the system must check.

2. Will it make a difference if you do not assign a country grouping code toyour site?

a) In this instance, it will make a difference. Because the German countryschema is designated as the default, if you do not assign 0002, the USgrouping, you will not be able to designate the US as the country whereyour customer lives. Nor will you be able to enter data like postal codesand the state that are checked according to the country code.




3. Assign the appropriate Country Grouping to your site, RP##.

a) Assign the Country Grouping to your site. Use the path:


Logistics � General→ SAP Retail Store→ Sales Order→ Grouping ofCountries for Customer Maintenance

Select: Assign Country Grouping to Sites. Press New entries, enter yoursite number and grouping 0002.

Task 4:You want your stores to be able to respond quickly to local competition and soyou will give them the authority for short-term price changes. You also think it ishelpful if they can view a history of an articles prices.

1. How can you limit the duration of a price change? Is this already customized,or must you complete another customizing table?

a) To limit the duration of store price changes, use the path:


Logistics � General→ SAP Retail Store→ Sales Prices→ BasicSettings for Sales Prices

b) Select Define Customizing Schemas with Basic Settings.

The Standard Schema has no limit on length of validity period. If it hasnot already been done, enter 15 to limit a price change to 15 days. Notealso that this schema allows historical prices for 30 days in the past andplanned price changes 30 days in the future to display.

2. Is there a separate customizing table to allow your store to change the prices?

a) No, there is not a separate customizing table to allow stores to changeprices. You activated the option when you selected the check box,Entry of prices, in Basic Settings for Entering Sales Documents.



Exercise 10: Online Sales Order

Exercise ObjectivesAfter completing this exercise, you will be able to:� Process sales orders online.

Business ExampleWith customizing completed, you can use SAP Retail Store to create a variety ofsales orders.

Task 1:You are working in your store when a new customer, �Your first name� familyname, Smith comes in to make a purchase. Smith lives at 234 Sleepy HollowDrive, Jamestown, Arizona, 85745.

Smith wants to purchase a set of red wine glasses (317064) to be delivered tohis home.

1. What path do you take to create a customer while you are in the process ofcreating a sale?

2. Do you need any additional information to create a customer master recordfor Smith?

3. When you have completed entering Smith�s information, record the sale.Must you know the price to record the sale?

4. What switch must you set to ensure delivery to his home?

Task 2:Process the Sales order you just created.

1. Can you process with just the customer number or must you know theorder number?

2. Before you deliver the product add some white wine glasses (317063) toSmith�s order. How can you accomplish this?

3. Record the delivery of both sets of glasses. How do you accomplish this?




Task 3:One of your competitor�s is having a sale on glasses starting later this week. Youbelieve you must respond to that price pressure and lower the price on 317065, aswell, for the length of their sale.

1. How will you lower your store price?

2. When will the price change take effect? Why?

3. View the price history of your glasses and lower the price by $5. What isyour new price?

Task 4:Now, a new business customer, a restaurant nearby, would like to purchase 4 caseseach of red wine (317002, 317004, 317006, 317007, 317008). The man at thecounter represents Pasta Palace, at 67 Southern Way, in Tempe, Arizona. You alsowant to give this customer a special discount for their first order to encourage anongoing relationship.

1. Create a new customer using the business form. How does this differ fromthe individual?

2. Create the sale and before you complete it, enter a discount of 2% for each ofthe items. How can you do this? Complete your sale with the discount.

3. Then go to the system at headquarters to view the two customer masterrecords. How are they different in the system? Can you describe the reasonfor the difference between the two customer master records?



Solution 10: Online Sales OrderTask 1:You are working in your store when a new customer, �Your first name� familyname, Smith comes in to make a purchase. Smith lives at 234 Sleepy HollowDrive, Jamestown, Arizona, 85745.

Smith wants to purchase a set of red wine glasses (317064) to be delivered tohis home.

1. What path do you take to create a customer while you are in the process ofcreating a sale?

a) Sign on to SAP Retail Store:

The URL is: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client number> Sign-on using your user number IRT370-##. Usethe password you created at the beginning of class. Select your store,RP## and logon.

b) Under Sales on the Main Menu, select the button, Create customer. Oryou could also select Create Sales Order and choose the button �CreateCustomer� on that screen. Use the fields for private customers.

2. Do you need any additional information to create a customer master recordfor Smith?

a) No, you need only the name and address to create a full customermaster record. The balance of the information will be copied from thetemplate customer.

3. When you have completed entering Smith�s information, record the sale.Must you know the price to record the sale?

a) No, the system provides the price from the article master data for thestore.

4. What switch must you set to ensure delivery to his home?

a) To ensure that the glasses are delivered to his home, select the buttondelivery.




Task 2:Process the Sales order you just created.

1. Can you process with just the customer number or must you know theorder number?

a) In the Sales Order area, select sales order. Yes, you can find the salesorder using a combination of information in the fields on the screen.Enter Smith�s customer number and press Display, will bring up allSmith's orders.

2. Before you deliver the product add some white wine glasses (317063) toSmith�s order. How can you accomplish this?

a) To add another item before shipping, enter the order number andpress Change. Enter the Article number 317063 and the quantity, 1.Press Post change.

3. Record the delivery of both sets of glasses. How do you accomplish this?

a) Identify the order again. This time select Deliver for deliver order.Enter the delivery quantity then press the Deliver goods button on thesubsequent screen.

Task 3:One of your competitor�s is having a sale on glasses starting later this week. Youbelieve you must respond to that price pressure and lower the price on 317065, aswell, for the length of their sale.

1. How will you lower your store price?

a) Sign on to SAP Retail Store:

The URL is: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client number> Sign-on using your user number IRT370-##. Usethe password you created at the beginning of class. Select your store,RP## and logon.

b) Select Sales prices under Master data. Enter your article number317065 and press Change price.

2. When will the price change take effect? Why?

a) The price validity dates default to tomorrow and fifteen days later.This is because the system requires at least one day lead time to sendthe price change to the pos system. The length of time is set in themaximum allowed validity period, in the basic Settings for Sales Prices.




3. View the price history of your glasses and lower the price by $5. What isyour new price?

a) Press Show price history. Enter 34 in the new price field and press Save.

Task 4:Now, a new business customer, a restaurant nearby, would like to purchase 4 caseseach of red wine (317002, 317004, 317006, 317007, 317008). The man at thecounter represents Pasta Palace, at 67 Southern Way, in Tempe, Arizona. You alsowant to give this customer a special discount for their first order to encourage anongoing relationship.

1. Create a new customer using the business form. How does this differ fromthe individual?

a) On the main menu of SAP Retail Store, select Sales Order.

b) Create customer. Ensure that you select company for the main form ofaddress, and enter the name of the company in the Business customercolumn.

2. Create the sale and before you complete it, enter a discount of 2% for each ofthe items. How can you do this? Complete your sale with the discount.

a) Enter your article numbers and the quantities:

Article Requested quantity317002 4

317004 4317006 4317007 4317008 4

Before you complete the order, select the Conditions tab.

Select Condition type, Customer Discount and enter 2 into the ratefor all items. Press Create order.

Go to the main menu and select, Sales order.

Enter your business customer number and press Display order, or enterthe order number and press Change order.

When the order is displayed, select Conditions and note that the systemfilled in the rate of �2.00% and calculated the new price. You cancomplete the delivery.




3. Then go to the system at headquarters to view the two customer masterrecords. How are they different in the system? Can you describe the reasonfor the difference between the two customer master records?

a) Go to the Customer master area on mySAP Retail, use the path:

Logistics→ Retailing→ Master data→ Edit customers→ Businesspartner→ Customer→ Display→ Full

Enter your consumer customer number. Note that there are two tabsin the General Data area.

Select the Company code data. View those tabs and note that thereis no Sales area data available.

Now, enter your business customer number. Note that you now have anadditional 3 tabs for General data: Control, Marketing and Export data.

In addition, you now have Sales area data. The difference arises fromusing the two different templates, consumer and customer. However,it reflects the fact that relationships with consumers tend to be lesscomplex than those with other businesses, and so less data retention isnecessary.



Lesson Summary

You should now be able to:� Customize sales orders for SAP Retail Store� Create customer master records� Change sales prices in SAP Retail Store� Process sales orders in SAP Retail Store.


Unit Summary IRT370

Unit SummaryYou should now be able to:� Customize sales orders for SAP Retail Store� Create customer master records� Change sales prices in SAP Retail Store� Process sales orders in SAP Retail Store.


Unit 6Financial Transactions

Unit OverviewTwo financial transactions are provided by the convenience store which is anextension of SAP Retail Store. When customized correctly, Cash Balancingprovides a tool that balances off-pos cash transactions with the cash recordedthrough the pos system. Also, Expense Invoice can be customized to recordnon-petty cash expenses.


� Customize Cash Balancing for SAP Retail Store� Enter Cash Results on SRS Cash Balancing� Complete customizing of Expense Invoice� Enter invoices using SAP Retail Store

Unit ContentsLesson: Cash Balancing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146Lesson: Expense Invoice .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153


Unit 6: Financial Transactions IRT370

Lesson: Cash Balancing

Lesson OverviewThe convenience store addition of Cash Balancing and the customizing required toenable its use online is the topic of this lesson.


� Customize Cash Balancing for SAP Retail Store� Enter Cash Results on SRS Cash Balancing

Business ExampleAccounting controls are important to all retail concerns. Cash coming into thestore are recorded by the POS system and uploaded over night to ERP. However,other off POS transactions can be reported using Cash Balancing.

Figure 66: Cash Balancing: Overview

The POS systems capture the flow of cash, checks, and charges into the store. Instores with POS systems that can capture financial transactions, there is a POSIDoc to carry such financial information.


IRT370 Lesson: Cash Balancing

Smaller/less sophisticated POS systems, however, do not have the capability totransfer financial information. In such cases, SAP Retail Store, Cash balancingcan be used to record all �off� POS transactions handled by back office personnel.

Figure 67: Cash Balancing: Define Reasons and Groups of Reasons

In customizing, you establish groups of reasons that can be used to describe thedifferences between actual and expected cash transactions.

Then you further refine those groups into specific reason codes that are commonto your stores. For example, the group above for cash balancing include reasonswhy there might be a difference between reported cash and counted cash.

Figure 68: Cash Balancing: Define Account Grouping (1/5)



For every account group, you have a several items to define during implementation.Each of these steps identifies how the data will be handled by the system when itis received. And how it will be displayed on the screen.

Having all the detail defined in these profiles, makes it quite simple for the backoffice staff to enter correct data with few keystrokes.


The Group screen includes fields that are used by all the sub groups in a particulargroup. The group profile sets up the information that is used on the Retail Storescreen as well as the general overriding financial information that is further refinedin subsequent profiles.

The Document type identifies the document type for financial postings.

Badi Filter is the filter value for controlling the screen dialog and posting to theaccounts.

The chart of accounts identifies to which CoA the specific accounts belong.

The reason group links the reason group to this profile.

Inbound profile � the POS Inbound profile used by this group that controls theposting of sales.

Text for Account, Amount, and Postings � provide fields where you can enter yourown descriptions of these topics for display on the screen.

Assignment � provides a field for your description of the Assignment Columnon the screen.




Each group will have sub-groups associated with it. These are defined in the Lowgroup screen, beginning with the sub-group name.

Sequence � defines its position on the display screen. The most used items shouldbe placed in the lower sequence numbers.

Totals Row � Do you require a total, Y/N.

Reason for Deviation � None, Optional, or Required at entry.

Subgroup text � Text to be displayed on the screen.




For each sub-group's detail there is additional Account Line detail, includingaccount determination procedures.

When you use the acct determination procedure POS_FI_TRX the screen displaysthe shown additional fields. The input from the store relies on the inbound POS�Transaction Type-Dependent Control of Financial Transactions� profile tocontain the detailed information.

The data in the amounts fields identify the line item of the transaction in theinbound profile. That line item is linked to the appropriate G/L account.

Note: if you choose Direct Entry for Account determination, the FItransaction field for a POS inbound profile name is gone and the amountfields are completed by entering the specific G/L account numbers forposted, counted and difference amounts.


The Breakdown screen, allows you to define the sequence that items of thissubgroup will display on the screen. This is only necessary in cases where thesubgroup can be further sub divided, as in currency types. For example, if yourstore accepts CAD as well as USD, each would be defined on the breakdownscreen.



Figure 73: Cash Balancing: Assign Group to Company Code

Each Company Code must be assigned to the groups before they can be assignedto your stores.

On this screen, you also identify if posted amounts and difference amounts shouldbe displayed on the screen.



Lesson Summary

You should now be able to:� Customize Cash Balancing for SAP Retail Store� Enter Cash Results on SRS Cash Balancing


IRT370 Lesson: Expense Invoice

Lesson: Expense Invoice

Lesson OverviewExpense Invoice is a second function available through the convenience store.Customizing must be completed before the function can be used through SAPRetail Store.


� Complete customizing of Expense Invoice� Enter invoices using SAP Retail Store

Business ExampleSome deliveries are made C.O.D. or requiring payment for some reason. Whenthe amount is over the petty cash limit, the store manager would issue a check andreport the payment using Expense Invoice.

Figure 74: Expenses Invoice: Overview

Local vendors provide goods and services to specific stores.

To ensure that controls are maintained, the store records the invoice and thepayment using Expense Invoice.



Figure 75: Expenses Invoice: Define Account Group Dialog Structure

The system provides a group of items to set so that store personnel are givenlimited but adequate selections. Every Expense type is grouped so little additionaleffort is required for store staff.

Figure 76: Expenses Invoice: Define Account Group Details

On the first screen, you identify items that are true for the entire group of expenses.Only one Expense group can be assigned to a store.



You identify the:

� document type for posting the invoice for each group� Which chart of accounts is used ,� Procedure for calculating taxes� BAdI for handling the data transfer.

You can also select all taxes to have all tax types display on the entry screen.However, leaving it blank displays all taxes that are active for the G/L accountsassigned to the particular expense types.

Figure 77: Expense Invoice: Define G/L Accounts Details

Below the Group designation, each individual general ledger account that can beused in the stores is defined, along with the text to display in the drop-down foraccounts. It is not necessary for store staff to know account numbers.



Figure 78: Expense Invoice: Define Account Currencies

If an account can be paid in different currencies, they can be defined in theCurrencies section of the dialog structure.

Figure 79: Expense Invoice: Define Account Taxes

In the first screen, you identified the tax procedure used by the company. Inthis section of the dialog structure, you define the specific tax codes associatedwith an account.



Figure 80: Expense Invoice: Assign Group to Company Code

Each Company Code must be assigned to the Expense Invoice it will use, beforethe function can be assigned to stores.



Lesson Summary

You should now be able to:� Complete customizing of Expense Invoice� Enter invoices using SAP Retail Store


IRT370 Unit Summary

Unit SummaryYou should now be able to:� Customize Cash Balancing for SAP Retail Store� Enter Cash Results on SRS Cash Balancing� Complete customizing of Expense Invoice� Enter invoices using SAP Retail Store


Unit Summary IRT370


Unit 7Information

Unit OverviewSeveral store functions rely on information available in the ERP system. Thereports that are delivered with the system are described in this Unit.


� Describe the reports available with SAP Retail Store� Release reports to display in SAP Retail Store� Review allocations from your store.� Review articles going on promotion

Unit ContentsLesson: Retail Reports ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162Lesson: Allocations .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165Lesson: Promotion... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169


Unit 7: Information IRT370

Lesson: Retail Reports

Lesson OverviewStores require specific information that is maintained at headquarters. SAP RetailStore provides easy access to these reports.


� Describe the reports available with SAP Retail Store� Release reports to display in SAP Retail Store

Business ExampleStores need information to support decision making. Retail Store gives access tothese reports to support store planning and operations.

Figure 81: Information Overview


IRT370 Lesson: Retail Reports

Information is readily available for decision making at the store level. The reportsthat are currently available through SAP Retail Store are:

� Allocations� Promotions� Stock Overview� Open goods receipts� Standard Analysis

� Article� Promotion� POS: Cashier� POS: Sales based on receipts� STRPS� Customer/Article� Market-basket analysis � receipt� Market-basket analysis � receipt/article



Lesson Summary

You should now be able to:� Describe the reports available with SAP Retail Store� Release reports to display in SAP Retail Store


IRT370 Lesson: Allocations

Lesson: Allocations

Lesson OverviewSome minor fine tuning is required to view allocations at the store.


� Review allocations from your store.

Business ExampleSome retail organizations purchase centrally and then allocate product to thestores, a push method of supply chain management. Store personnel need advancenotice of what is coming to them and when to be prepared to handle the incomingproducts.

Figure 82: Allocations: Overview (1/2)

Allocation tables are tools that some retailers use to plan, control and monitor theflow of merchandise to distribution centers and stores.



Allocation tables can be used to:

� Allocate merchandise to sites (which sites, how much merchandise)� Determine vendors as the source of supply� Generate follow-on documents (purchase orders, deliveries)� Notify sites of allocations and receive volume requests.

Figure 83: Allocation: Customizing for SRS (1/2)

Notification Category for SAP Retail Store are documented in the system. Thescreen is primarily used for linking requirements for notification of hard copy orEDI notification. It also allows headquarters to determine whether the storescan change quantities.


IRT370 Lesson: Allocations

Figure 84: Allocation: Customizing for SRS (2/2)

The only requirement for SAP Retail Store, is no message determination, as thestore will view their allocation table directly in SAP Retail.



Lesson Summary

You should now be able to:� Review allocations from your store.


IRT370 Lesson: Promotion

Lesson: Promotion

Lesson OverviewAfter headquarters releases promotions to the stores, they can be viewed in SAPRetail Store.


� Review articles going on promotion

Business ExampleStores need advance notice to be prepared for promotions. SAP Retail Store givesthem the opportunity to do that.

Figure 85: Promotions: What the Customer Sees

Promotions to the public seem quite simple. The store simply lowers the price.

However, from a logistics and accounting view point, much additional work mustbe done to ensure that the right merchandise is on promotion and the right volumeof merchandise is available at the point of sale.



Figure 86: Promotions: What Actually is Required

In headquarters a great deal goes into a promotion execution. Through SAP Retailand SAP Retail Store much associated with promotion planning and executionis automated.


IRT370 Lesson: Promotion

Lesson Summary

You should now be able to:� Review articles going on promotion


Unit Summary IRT370

Unit SummaryYou should now be able to:� Describe the reports available with SAP Retail Store� Release reports to display in SAP Retail Store� Review allocations from your store.� Review articles going on promotion


Unit 8Accessing Master Data

Unit OverviewAlthough saved until last, you will note that Master Data is in the center of theRetail Store screen. This is to emphasize how important master data is to thesystem.

Master data for the most part is only available for viewing in the store. There areexceptions, of course; customer master data can be created and changed since thestore is closest to the customer for gathering that information. New articles andvendors for local purchases can be proposed to headquarters. Headquarters onlyhas the ability to import, expand and activate these master data for the store.


� Display particular master data� Describe the delivered accesses to master data� Customize the Article Master for use in the Retail Store� View article data using SAP Retail Store� Customize the vendor master data for SAP Retail� Propose a new vendor using SAP Retail.

Unit ContentsLesson: Introduction to Master Data .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174Lesson: Article Master Data ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178Lesson: Vendor Master Data Maintenance... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182


Unit 8: Accessing Master Data IRT370

Lesson: Introduction to Master Data

Lesson OverviewMaster data for the most part is only available for viewing in the store. There areexceptions, of course; Customer master data can be created and changed since thestore is closest to the customer for gathering that information. New local articlesand vendors can be proposed to headquarters.


� Display particular master data� Describe the delivered accesses to master data

Business ExampleThere are times when information specific to a store is required. Accessing masterdata makes that information available.

Introduction to master data

Figure 87: Accessing Master Data

Several types of master data are accessible at the store using SAP Retail Store.


IRT370 Lesson: Introduction to Master Data

Because of earlier lessons, we know about and are able to use:

� Assortment list data, described in the unit on Purchasing� Customer master data, described in the unit on Sales.

We can also view our own Store master data using SAP Retail Store.

Space management information can also be made available.

Figure 88: Store - General Data

Store master data includes all the information required for the store to function asa selling site.

Figure 89: Store: Layout

Information on the grouping of articles in Layout modules and the assigning ofmodules to the store is also found in the store master data.



Figure 90: SAP Retail Store - Space Management

Interface to external space management systems make a variety of plans availableon mySAP Retail.

The current shelf structure and the next planned structure can be viewed directlyusing SAP Retail Store.

If space management software supports conversion of planograms to html format,you can view graphical displays of individual shelves and products.


IRT370 Lesson: Introduction to Master Data

Lesson Summary

You should now be able to:� Display particular master data� Describe the delivered accesses to master data



Lesson: Article Master Data

Lesson OverviewCustomizing specifically for article master data in SAP Retail Store must becompleted before a store can propose new local articles or change existing localarticles.


� Customize the Article Master for use in the Retail Store� View article data using SAP Retail Store

Business ExampleSome articles on sale in stores are provided by local vendors, for exampleconvenience stores might get milk from a local farm. These articles may need tobe changed from time to time and new articles added for the local store. ArticleMaster data in SAP Retail Store can be set to allow the stores to propose newarticles.

Figure 91: Article Master Data: Basic Settings


IRT370 Lesson: Article Master Data

Local article master data changes can be allowed in SAP Retail Store whencustomizing is complete. You begin with the Cross-Site Settings for the ArticleMaster and then you set the Scope of functionality in the Basic Settings.

You can set whether or not listing is allowed, or if only local listing is allowed.You also can set whether or not the end of listing is allowed.

Can the store add EANs and or Vendors is also determined in the Basic Settings.

Since parked articles, go to the PRICAT, a for processing by headquarters, acatalog reference can be added to distinguish Retail Store added articles fromthose sent by the vendor.

Adding a prefix for local assortment or listing module, allows one to check in thesystem which materials are assigned to a store.

When proposing an article without a manufacturer code (EAN/UPC) an internallyissued code has to be assigned as an alternate.

You can, however, override the necessity of assigning an EAN during the store'spreliminary input.

Figure 92: Article Master: Units of Measure

There are four tables to identify the Units of Measure allowed for the articles. Thefirst identifies all Units of Measure used by a particular Grouping schema. Theseare further refined by schemas grouping the units by:

LengthWeightVolume



Figure 93: Article Master: Dialog Structure

There are only two maintenance tasks that are available to the stores in RetailStore. On each tab, delivered with the system, for each task , the fields that areavailable are identified on the next level screen. Each field can be set to displayonly, hidden, mandatory and ready for input.


IRT370 Lesson: Article Master Data

Lesson Summary

You should now be able to:� Customize the Article Master for use in the Retail Store� View article data using SAP Retail Store



Lesson: Vendor Master Data Maintenance

Lesson OverviewWhen vendor maintenance customizing is complete, store users may view andmodify vendor data. Store users may also propose new vendor master data.


� Customize the vendor master data for SAP Retail� Propose a new vendor using SAP Retail.

Business ExampleThere can be reasons why stores can modify vendor data, perhaps they do businesswith a specific local outlet of a national supplier and are aware of changes beingmade before headquarters knows. Also, some stores do direct purchasing andmight want to propose a new vendor. Data is entered in the store and parked, forlater processing by headquarters personnel.

Before using Vendor maintenance online, we must first Activate Local VendorsFunction and assign vendors to stores. We must also set additional parameters forthe online display and some limiting factors to ensure good performance.

Figure 94: Basic Settings for the Vendor Master


IRT370 Lesson: Vendor Master Data Maintenance

The standard customizing schema for Vendor Master, provides for the articleidentifier to be EAN/UPC Code (EAN11). It could also be the internal SAP articlenumber.

The Account Group for Parking determines how the Vendor number among otherthings is assigned. For control purposes it should be internally generated, and thesame account group used by the purchasing department.

Number Bank Accounts, identifies the number of lines for entering bank accountsfor the vendors.

Figure 95: Basic Settings for the Maintenance Dialog Structure (Tab pageswith Fields)

In the Basic Settings for the dialog structure, you determine the number of tabpages and the fields that they contain. The provided Schema contains all thefields available for Vendor maintenance.



Figure 96: Grouping of Permitted Countries

Setting up a group of permitted countries, sets the countries in the drop-downlist on the online screen. This also speeds the search process by restricting thesystem to specific countries.


IRT370 Lesson: Vendor Master Data Maintenance

Lesson Summary

You should now be able to:� Customize the vendor master data for SAP Retail� Propose a new vendor using SAP Retail.


Unit Summary IRT370

Unit SummaryYou should now be able to:� Display particular master data� Describe the delivered accesses to master data� Customize the Article Master for use in the Retail Store� View article data using SAP Retail Store� Customize the vendor master data for SAP Retail� Propose a new vendor using SAP Retail.


IRT370 Course Summary

Course SummaryYou should now be able to:

� Configure SAP Retail to communicate with SAP Retail Store� Explain the processes available through SAP Retail Store� Use SAP Retail Store to perform store tasks


Course Summary IRT370


FeedbackSAP AG has made every effort in the preparation of this course to ensure theaccuracy and completeness of the materials. If you have any corrections orsuggestions for improvement, please record them in the appropriate place in thecourse evaluation.


Irt370 en Col62 Fv Part a4

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