Exploring SAP Applications for Subsidiary as Production Unit and Internal Supplier to Headquarters (21T)

• Change Sales Orders (VA02) SAP GUI App
• Schedule MRP Runs (F1339) SAP Fiori App
• Monitor Material Coverage - Net/Individual Segments (F2101) SAP Fiori App
• Manage Production Orders (F2336) SAP Fiori App
• Stage Materials for Production (MF60) SAP GUI App
• Pick Components for Production Orders (CO27) SAP GUI App
• Confirm Production Operation (F3069) SAP Fiori App
• Post Goods Receipt for Production Order (F0843) SAP Fiori App
• Create Outbound Delivery - With Order Reference (VL01N) SAP GUI App
• Manage Outbound Deliveries (VL060) SAP GUI App
• Create Billing Documents (F0798) SAP Fiori App
• Manage Billing Documents (F0797) SAP Fiori App

The Change Sales Orders app is based on the SAP transaction VA02, classified in the Sales and Distribution module under the application component Sales.

• Search for sales orders
• Display sales order details
• Change sales order data

During the MRP run, the system checks whether current material demand can be covered by current inventory and expected material receipts. In a regenerative MRP run, the system plans all materials irrespective of whether they have been changed since the last MRP run. In a net change MRP run, the system only includes materials that have been changed since the last planning run in the new planning run. If current demand is not covered, the system creates purchase requisitions.

You can use this app to create and schedule a job for executing your MRP runs. To automate the planning process, the MRP run has to be carried out on a regular basis so you can use this app to create a job that performs this task for you; reducing your workload by running this task smoothly in the background.

You can perform the following tasks if the role Production Planning - MRP Runs is assigned to your user:

• Create and schedule jobs for your MRP runs. You can define:
  • The description, start date, start time and recurrence of the MRP run.
  • Specific control parameters for the MRP run.
  • The planning scope of the MRP run.
• Monitor the jobs and display information on the status, planned start, end, and duration, for example. In the Job Details screen you can display a log with information on the planning run.
• Cancel the job.

The Monitor Material Coverage - Net/Individual Segments app enables you to monitor all the materials in a selected area of responsibility. This includes collective requirements materials, make-to-stock and make-to-order materials, and materials for direct procurement. You are provided with a list of all materials with a net requirement segment or individual planning segments, which considers the following planning segments:

• Net segment - planning for the whole MRP area
• Individual customer segment - using sales order stock
• Individual project segment - using project stock
• Segment for direct production planning - with direct creation of planned orders
• Segment for direct procurement planning - with direct creation of purchase requisitions

The system calculates the requirements for each segment separately. The materials of these planning segments might have coverage issues according to a specified shortage definition. The shortage definition you choose contains a set of rules that the system uses for calculating the material shortages. These rules define the scope of the shortage calculation, meaning the supply and demand elements to be considered and the conditions that have to be met to be a relevant shortage. You can use the default filters Time till Shortage, Material, and Individual Segment to narrow down the scope of your list.

This app provides you with the information that you need to be able to react to the shortage situation on time, meaning that you can avoid disruptions to production or to the fulfillment of customer demands. From this app, you can directly navigate to the Manage Material Coverage app to view details of the selected materials and check different solutions.

• Select an area of responsibility
• Select a shortage definition depending on how you want the system to calculate the material shortage
• Narrow down the scope of the material list by using the Time till Shortage filter as well as other filters
• View a material list according to the selected shortage definition as well as other selection criteria
• Choose which table columns are shown and how table entries are sorted
• Display and configure a chart that shows the stock availability of a selected material within the horizon you select
• Navigate from the projected stock quickview to the Manage Material Coverage app by choosing Check Material Coverage
• Open a quickview for the material
• Open a quickview with a list of vendors for a material if there is more than one
• Tailor the app to your needs and save the combination of shortage definition and filters as a variant
• Save your personalized variants as tiles on your home page from which you can access this Monitor app or directly navigate to the respective Manage app
• View details of selected materials and check different solutions in the Manage Material Coverage app
• Find which shortages you accepted in the Manage Material Coverage app
• Revoke the acceptance of shortages to process the materials in the Manage Material Coverage app again and find solutions
• In SAP S/4HANA Cloud, public edition, you will see the extended material number in the Material field in this app.

The Manage Production Orders app enables you to monitor the progress of production with an overview of the current situation and the information you need to solve any issues. For example, if a particular order is delayed, you can navigate to the details area to see the reason for the delay (for example, missing components or quantity deviation). You can use the information available in this app to take immediate action to resolve issues and keep the production processes running as smoothly as possible.

• Select an area of responsibility.
• Narrow down the scope of the order list with additional filters.
• View a table of orders according to your selection criteria.
• Select which columns are displayed and sort the table entries.
• Save the combination of filters and table settings as a personalized variant and save your variants as tiles on your home page.
• View current issues for each production order and determine the cause of the issue.
• Open a popover for materials, production orders, production order operations, and work centers and navigate to related apps.
• Open a popover showing the current and preceding statuses for each production order.
• Display configuration of the material being produced.
• Release production orders in status Created.
• Read master data for production orders in status Created.
• Access a detail screen for each production order.
• Navigate to related apps to solve issues.
• If the extended material number has been activated in your back-end system, it is automatically displayed in the Material field in this app.

The Stage Materials for Production app is based on the SAP transaction MF60, classified in the Production Planning and Control module under the application component Repetitive Manufacturing. You can search for a production order, view the replenishment elements for the order, and choose a storage location for the materials in the pull list to be transferred to.

• Search for a production order
• View replenishment elements
• Maintain data total staged quantity
• Maintain data for replenishment elements

The Pick Components for Production Orders app is based on the SAP transaction CO27, classified in the Production Planning and Control module under the application component Production Orders. To withdraw materials for a production order, a manual goods issue can be used, or the picking list. The picking list enables you to view all components in a production order, maintain quantities, and post the goods movements.

• Search for production orders
• Display components for production orders
• Pick materials
• Post goods movements

The Confirm Production Operation app enables you to partially or completely confirm production operations. You can enter produced quantities, including scrap or rework, edit material movements, and specify durations for activities for the selected production operation.

Note

• You can only confirm operations with automatic trigger points but not operations with trigger points that require user interaction dialog boxes. To confirm such operations, use the Confirm Production Order Operation app.
• You can only confirm operations that belong to a standard sequence.

• Select a production order and a related production operation for processing.
• Record quantities for yield, scrap, or rework.
• Select a reason for variances from planned quantities.
• Get an overview of the backflushed components used for the production operation.
• Edit a material used in the production operation, for example the storage location or the quantity to be confirmed.
• Consume materials from various batches.
• Add and confirm unplanned materials.

  This app also supports goods movements to/from warehouse-managed storage locations with synchronous postings.

• Enter information on activities that have been defined for the work center, such as setup, machine, and labor times.
• Enter a note with additional information.
• Confirm the production operation partially or completely.

This app enables you to post the receipt of goods with reference to a production order. The app proposes a selection of production orders and the corresponding material item level that can be posted.

• Post the receipt of goods with reference to a production order.
• Post the receipt of goods with reference to a production order, which contains order items with single account assignments (procurement for direct consumption).
• Post the receipt of goods with reference to a production order, which contains order items with shelf life expiration date or production date. Before you post the goods receipt, the app supports a check of the shelf life expiration date.
  • Note

    • If the shelf life expiration date check is active and at least one of the fields Minimum Remaining Shelf Life or Total Shelf Life are maintained in the material master, you have to enter the shelf life expiration date or the production date of the material at the time of the goods receipt. The app then checks whether the remaining shelf life is sufficient. Note, the minimum remaining shelf life is a minimum amount of time up to which the material must be in good condition so that the system accepts the goods receipt. Depending on your settings, the fields display and/or are ready for input.
    • Also, you can only enter the shelf life expiration date of a material, if the shelf life expiration date check is active for the plant, active for the used movement type and the minimum remaining shelf life is maintained in the material master record or in the purchase order item.
  • Note

    In a cross-plant planning scenario you classify the two or more plants involved as planning plants and production plants:

    • A production plant is a plant in which the production process and the goods issue takes place for the material produced.
    • A planning plant is a plant in which, after order execution (in another plant), the goods receipt takes place for the material produced.
    • The authorization check of the app verifies the planning plant. Note that the app only displays the plant for which you have the appropriate authorization role.
    • Displays detailed information about the level on which a material is stored: plant, storage location, or storage bin. Note that the availability of these fields depends on your configuration settings.
    • The app also supports the following:
      • Output management and attachment service
      • Barcode scanning of production orders with mobile devices
        Note

        Prerequisite for barcode scanning is a mobile device with a touch-sensitive display together with an SAP Fiori Client.
      • SAP Conversational UI, the digital assistant in SAP S/4HANA

The Create Outbound Delivery - With Order Reference app is based on the SAP transaction VL01N, classified in the Logistics Execution module under the application component Shipping. An outbound delivery is generated for a sales order. The delivery number can be used in further processing of the delivery data.

Create an outbound delivery with reference to sales order

The Manage Outbound Deliveries app is based on the SAP transaction VL06O, classified in the Logistics Execution module under the application component Shipping. An outbound delivery for a sales order generates a delivery number. Using this number, you can find and edit the outbound delivery data to pick the goods that were sold, and therefore need to be delivered to the customer. You can see whether or not a batch split exists, and enter the quantity equal to the delivery quantity in the relevant fields to complete picking for the delivery.

• Search for outbound deliveries
• Display an outbound delivery
• Maintain outbound delivery data

The Create Billing Documents app enables you to create billing documents (for example, invoices, credit memos) from items in the billing due list. This includes debit memo requests, sales orders, deliveries, and other sales and distribution (SD) documents. You can also generate temporary billing documents that you can review before converting them to final billing documents.

• Display, sort, and filter the billing due list
• Create billing documents (for example, F2 invoices) with reference to items in the billing due list (for example, outbound deliveries and billing document requests)
• Make settings that affect the creation of billing documents (for example, whether newly created documents are automatically posted to financial accounting)
• Adjust view settings and save and load custom views
• Navigate to related apps
• Export data to spreadsheets

You can make billing settings so that the system does the following automatically when you create billing documents:

• Enter billing date and type before billing

  If you enable this setting and choose to create billing documents, the system requests a billing date and the required billing type before creating billing documents.

• Create separate billing document for each item of billing due list

  If you enable this setting and choose to create billing documents, the system creates separate billing documents for each item of the billing due list that you have selected.

• Automatically post billing documents

  The system automatically posts all billing documents that you create to accounting and triggers output (for example, an invoice by e-mail). Note that if you do not choose to automatically post billing documents, you must manually post your billing documents using the Manage Billing Documents app.

• Display billing documents after creation

  The system generates and displays temporary billing documents for the SD documents that you have selected for billing. You then have the option to save or discard them. Saving converts them to persistent billing documents, while discarding them returns you to the billing due list.

  Note

  • You cannot edit a newly created temporary billing document until you have saved it, which converts it to a persistent billing document. Once saved, you can edit the billing document. Because posting the billing document to financial accounting also triggers output, before posting, you must ensure that you have finalized not only all changes that are relevant for financial accounting (for example, the billing date), but also changes that are relevant for output (for example, texts that you want to appear on the invoice form). You can prevent the automatic posting of newly created billing documents with the setting described in the section directly above.
  • Temporary billing documents are instantly recognizable by the document number prefix TMP and their temporary status, which displays in yellow.
• When two or more temporary billing documents are displayed, you can perform a split analysis by choosing the split analysis button.
  • If you are viewing two temporary billing documents, this compares the documents with each other.
  • If you are viewing more than two temporary billing documents, you are prompted to choose a temporary billing document that you would like to compare to the one that is currently selected on the left-hand side of the screen.

    The system then shows a comparison of the differing header fields and business partner fields that caused the split. This comparison can help you understand why the system was unable to combine the billed SD documents into a single billing document. In general, any differing SD document header and business partner fields cause a split.

Key users can use the Custom Fields and Logic app to create custom fields for the following business context:

Sales: Billing Due List

Key users can also edit the user interface of the Create Billing Documents app by adding custom fields for the following UI element:

Billing due list (Business Context: Sales: Billing Due List)

The Manage Billing Documents app enables you to manage invoices, invoice cancellations, credit memos, and other billing documents. This includes displaying, editing, posting, and canceling billing documents. You can also review why a billing document split has occurred and generate PDF-based print previews of billing documents.

• Search for billing documents using:
  • Free text (for example, customer name, document number, customer ID)
  • Basic filters (for example, status, billing type, billing date)
  • Additional filters (for example, document category, sales organization, payer)
• Adapt your view by selecting the columns you want to display, sorting data by one or more data types, grouping data, or using page variants.
• Display a split analysis
  • When billing multiple sales and distribution (SD) documents together, any differing SD document header and business partner fields cause the resulting billing document to be split into two or more billing documents. You can perform a split analysis by selecting two billing documents in the list and choosing the split analysis button. The system then shows a comparison of the differing header fields and business partner fields that caused the split. This comparison can help you understand why the system was unable to combine the billed SD documents into a single, collective billing document.
  • Example: You bill two outbound deliveries with the same billing date that are intended for the same customer. Therefore, you expect both deliveries to be combined into a single invoice. The system, however, creates two separate invoices, and you want to know why this split occurred. You perform a split analysis on the two invoices. The analysis reveals that the deliveries were fulfilled by two different sales organizations, which means that they cannot be combined into a single invoice.
• Displaying billing documents

  You can select multiple billing documents to display them simultaneously. In this case, the system enables you to quickly navigate between the selected billing documents. Once a billing document displays, you can view and change the following information:

  • General information:

    You can view and edit the billing date. You can view company information, a unique reference for the billing document, payment terms, incoterms, and billing document issues (for example, a problem with account determination).

  • Items:

    You can view the item ID, product, quantity, net value, tax amount, and total amount.

  • Pricing elements:

    You can view pricing elements such as the condition type, base amount, and calculated amount. An indicator shows when a pricing element is inactive. When a condition is used for statistics or when a price has been changed manually, this is also indicated here. The statistical indicator is selected when a surcharge or discount has been set in the document statistically (that is, without altering the net value). The system automatically determines the statistical setting based on the pricing procedure.

  • Business partners:

    You can view the role, name, and contact details of business partners.

  • Process flow:

    The process flow provides a graphical overview of the chain of connected process steps and the corresponding business documents (document flow). For example, you can see the status of a sales order, whether it has been marked as relevant for shipping, and whether an invoice has been created.

  • Texts:

    In editing mode, you can add texts. You can set the language of your text and the text type (for example, a billing instruction for a colleague or a billing note for your customer).

  • Attachments:

    In editing mode, you can add attachments by uploading files or adding URLs. You can edit the name displayed for attachments and delete the attachments.

  • Output items:

    You can view the status of output items (for example, an output item in preparation for sending). You can choose the dispatch time (for example, immediately). You can choose the output type (for example, invoice). You can choose the recipient and channel (for example, email or print). You can also choose the form template used for your output item. The system displays the creation date and time, indicating when output items were created. You can also display a preview for each output item (for example, a customer invoice in PDF form).

    You can send output and resend output. If you have sent output manually and want to change its status in the system, you can choose to manually set the status to completed. You can view the status of the output items in the application log.

    Note

    When you manually add output items for the email channel, output parameter determination is not involved. Therefore, the sender email address is read from the master data of the sales organization that is issuing the billing document. For the email channel to function correctly in this scenario, key users must maintain this sender email address in the configuration settings in SAP Central Business Configuration.
  • Navigate down to billing item level to view item details:

    You can view item details such as net and tax amounts, pricing data and elements, partners, accounting data, and taxes. For items that have been configured using advanced variant configuration, you can display configuration details.

  • Display a split analysis:

    When you are simultaneously viewing two or more billing documents in detail, you can perform a split analysis by choosing the split analysis button.

    If you are viewing two billing documents, this compares the documents with each other.

    If you are viewing more than two billing documents, you are prompted to choose a billing document that you would like to compare to the one that is currently selected on the left-hand side of the screen.

    The system then shows a comparison of the differing header fields and business partner fields that caused the split. This comparison can help you understand why the system was unable to combine the billed SD documents into a single billing document. In general, any differing SD document header and business partner fields cause a split.

• View the billing document status

  Status	Description
  To be posted	When a billing document is created and it wasn't posted to financial accounting automatically (you can enable automatic posting in the billing settings of the Create Billing Documents app), this is its default status. You can post the billing document to financial accounting, make changes, or cancel it. The system also reverts to this status after it has attempted to post the billing document but was unable to do so due to one of the following reasons: Billing document has a posting block Error in accounting interface Journal entry not created due to account determination error Journal entry not created due to pricing error Journal entry not created due to missing authorization
  Incomplete	Some required information in the billing document is missing. Typically, this means that the pricing information is incomplete. You can make changes or cancel it, but cannot post it to financial accounting.
  Completed	Usually this status indicates that the billing document has been successfully posted to financial accounting and a corresponding journal entry has been created However, the following circumstances can also lead to this status: The billing document was not relevant for accounting (for example, a pro forma invoice) and therefore doesn't need to be posted to be completed. The billing document was posted as part of an invoice list The billing document was posted via IDoc You can still cancel the billing document after it has been posted. If you do so, the resulting cancellation document is posted to financial accounting automatically to offset the original entry.
  Cancelled	The billing document has been canceled, which means a corresponding cancellation document has also been created. You can no longer post it, and you can only change attachments and texts

• Post billing documents

  When you post billing documents, the system transfers the billing document to accounting and triggers output (for example, a customer invoice PDF sent by email).

• Cancel billing documents
  • There are several reasons why a billing document may need to be canceled. For example, an error may have occurred during billing creation, or billing data may have been posted to the wrong accounts when it was transferred to financial accounting. When you cancel a billing document, the system creates a billing document cancellation (for example, an invoice cancellation), which copies data from the billing document and creates an offsetting entry in financial accounting when it is posted.
  • The cancellation causes the preceding billable document (for example, the delivery) to be open for billing again, so that you can then create the correct billing document.
  • Note

    • If the system has already posted the now-canceled billing document to financial accounting, it has also automatically posted the corresponding cancellation billing document to offset the canceled document's entry.
    • If the system has not yet posted the canceled billing document to financial accounting, both the canceled billing document and the cancellation billing document receive posting status E (billing document canceled). In this case, posting is not necessary and no journal entries are created.
• Display billing document object pages
• Display customer object pages
• Export all items in a list to a spreadsheet

Key users can use the Custom Fields and Logic app to create custom fields for the following business context:

• Sales: Billing Document
• Sales: Billing Document Item

Key users can also edit the user interface of the Create Billing Documents app by adding custom fields for the following UI elements:

• General information on document level (Business Context: Sales: Billing Document)
• General information on item level (Business Context: Sales: Billing Document Item)

Note

When using this app to view a single billing document in detail, business users can edit custom fields on billing document level, but not on item level. All fields that are shown on item level are read-only. To edit custom fields on item level, open the Change Billing Documents app. and go to the custom fields tab in the item details.

• SAP Activate Roadmap Viewer

• SAP Best Practices for SAP S/4HANA Cloud, public edition

• SAP S/4HANA Cloud, public edition

• SAP Fiori Apps Reference Library

Note

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