某单位SAP实施项目_用户操作手册_SD_SD - tips

SAP – SD Special TipsCannot print out document (2)Credit Control (3)How SAP control Credit (3)How to display Credit Balance (3)In S/O View (3)In Credit Master Record (3)Display Open order / Open Delivery amount (4)How to change Sales Employee in one S/O (5)How to Add Contact person or Forwarder in S/O (6)How to change Ship to address in S/O (7)How to specify the exchange rate (8)How to find if referenced MO or stock for S/O (9)How to print BOM level 1 (10)C ANNOT PRINT OUT DOCUMENTNo mater you are in S/O or D/N or Billing documents, please use “Change” mode to enter document. Follow below actions:In S/O: Go to Output – Header / In D/N: Go to Header – OutputType Output type:S/O is BA00, D/N is LD00, Billing is RD00, QT is AN00, Proforma to customer is ZAN1Select CommunicationPlease enter Printer name. Locl means Local printerIf you want to print out this document right away after you save it, please mark “Print immediately”.Back to previous screenSelect Further dataMake sure Dispatch time is “3”C REDIT C ONTROLHow SAP control CreditSAP Credit will check:A/ROpen S/O amount S/O items which has no D/N or Billing referenced.Open D/N amount Including:D/N has been created, but not picking/GID/N has been created, and picked, but not GID/N has been created, and picked/GI, but Billing document hasn’t been created.Special G/L amountWhen create S/O, system will check:A/R + Open S/O + Open D/N + Special G/L – Credit line = Current Credit BalanceIf the credit balance is positive, it means this customer credit is over.System will show warning message when you save orders, but this will not block S/O.When create D/N, system will check:A/R + Open D/N + Special G/L – Credit line = Current Credit BalanceIf the customer’s credit is not over, you can create D/N freely, and W/H can pick & G/I.If credit is over, when you create D/N, system will lock Create action.If the credit is not over when you create D/N “A”, but the credit is over after A created, then you cannot create another D/N of same customer.How to display Credit BalanceIn S/O ViewPath: S/O → Environment → Display Partner → Credit AccountIn Credit Master RecordPath: Account →Financial Accounting →Accounts Receivable →Master Record →Credit Management → DisplayInput customer code, Credit controal area “UW01”, and mark Status flag.You can see the credit limit and credit balance amount (credit exposure)Display Open order / Open Delivery amountWhen you are in Credit Management Display view, you can check your Open order or Open D/N balance. Path: Environment → Sales + Distrib. Doc. → Open Order / Open DeliveriesThe negative amount means the amount was released. (you have applied Order Release from Accounting) Generally, the open order amount is positiveThe amount here is total Open D/N amount.H OW TO CHANGE S ALES E MPLOYEE IN ONE S/O Path: S/O → Goto → Header → PartnersSelect “PE”, click the view, search the sales person’s nameInput the responsible person’s ID.H OW TO A DD C ONTACT PERSON OR F ORWARDER IN S/OPath: S/O → Goto → Header → PartnersInput “CP” as contact person.Use Search term to find the person you need.Find the person, and input it in field.Type “CR” as forwarder. Use search function to find the forwarder. Or you can ask Shipping the forwarder code.H OW TO CHANGE S HIP TO ADDRESS IN S/OPath: S/O → Goto → Header → Partners → Double click Ship to customer codeChange the address and customer name in these field.These changes will not have impact to Customer Master.H OW TO SPECIFY THE EXCHANGE RATEIf your customer has specified exchange rate for one order, you can follw below actions: Path: S/O → Goto → Header → Financial Accounting-Input the exchange rate in “Exch. Rate-acct.” field.H OW TO FIND IF REFERENCED MO OR STOCK FOR S/O-Point the material you would like to check.Path: Environment Availability-You can see lots of record in this page.-Select Total Records.-You can see more detail of these stock booking.H OW TO PRINT BOM LEVEL 1After you created AutoBOM part number, Sales may need to provide such data to related departments, so that they can understand what kind of specification that you chosen in autobom program.Use Bom report Level by Level to checkPath: Logistic → Sales & Distribution → Master Data → Products → Bill of Material → Reporting → Bom Explosion → BOM level by level-Input Material number, plant and BOM application.-BOM application can be PP01, or SD01-Press Execute-this view is to display whole BOM, we have to print level one out.-Press Print-Do not mark “Print immediately”-Press Print again-System will back to previous screen, please go to System and select Own Spool Requests.-Select the spool number that system generated.-Press Print. Do not press Print as attr.-Please input Page 1 to 1-Then press PrinterThe level one BOM has printed out.。