Exploring SAP Fiori Applications for Make-to-Order Production – Process Manufacturing (3OK)

• Manage Sales Orders (F1873) SAP Fiori App
• Manage Sales Quotations (F1852) SAP Fiori App
• Schedule MRP Runs (F1339) SAP Fiori App
• Monitor Material Coverage - Net / Individual Segments (F2101) SAP Fiori App
• Convert Planned Orders to Process Orders (COR8) SAP GUI App
• Display Process Order (COR3) SAP GUI App
• Pick Components for Process Orders (COIK) SAP GUI App
• Post Goods Movement (MIGO) SAP GUI App
• Monitor Order Progress (CO46) SAP GUI App
• Confirm Process Order Phase (COR6N) SAP GUI App
• Create Outbound Deliveries - From Sales Orders (F0869A) SAP Fiori App
• Manage Outbound Deliveries (VL060) SAP GUI App
• Create Billing Documents (F0798) SAP Fiori App

You can use two versions of this app: Manage Sales Orders and Manage Sales Orders - Beta Version. In addition, theCreate Sales Orders - Fast Entry app allows you to create draft sales orders directly.

With the Manage Sales Ordersapp, you can search for sales orders according to your filter criteria and display them in a list. From the list, you can execute different actions, for example, you can reject all items of one or more sales orders. You can also navigate to related apps, for example, to display sales order details or you can display the process flow.

• Search for sales orders using a free text search
• Search for sales orders by entering a value in one or more of the filter fields
• Create a variant for the current filter selection and save it for later reference
  Note

  SAP delivers a standard filter variant.
• Filter the displayed sales orders by using additional criteria
• Hide the filter bar
• Sort sales orders
  Note

  SAP delivers a default sort order.
• Hide or show columns in the list
• Export the list of sales orders to a spreadsheet. The list is exported as displayed, that is, your column settings and sorting are kept.
• Create a sales order with detailed information in the Create Sales Orders - VA01app
• Create a sales order with basic information in the Create Sales Ordersapp
• Reject all items for up to 25 selected sales orders simultaneously. You must enter a reason for rejection
• Set or remove a delivery block for up to 25 selected sales orders on header level simultaneously
• Set or remove a billing block for up to 25 selected sales orders on header level simultaneously
• Choose a row in the list to display or change sales order details
• Navigate to theCustomer - 360° View app
• Navigate to the sales order object page
• Navigate to the customer object page
• Navigate to the process flow, which provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of a sales order, whether it is relevant for shipping, and if an invoice has been created.

• Key users can use the Custom Fields and Logic app to create custom fields and custom business logic.
• Custom fields can be created for the UI element, List of sales orders, with the business context, Sales: Sales Document.
• The Characteristics Filtering for Printing Checkcustom Business Add-In (BAdI) can be implemented for the business context, PLM: Variant Configuration for Print.This can be used to change the order of characteristics on the output, or exclude them from printing.

The Manage Sales Quotations app enables you to search for sales quotations according to your filter criteria, then display them in a list. From the list, you can execute different actions, such as extending the validity of a quotation. You can also navigate to related applications (for example, to display quotation details).

• Search for sales quotations using a free text search
• Search for sales quotations by entering a value in one or more of the filter fields
• Create a variant for the current filter selection and save it for later reference
  Note

  SAP delivers a standard filter variant.
• Filter the number of sales quotations by using additional criteria
• Hide the filter bar
• In the results list, you can sort sales quotations
  Note

  SAP delivers a default sort order.
• Hide or show columns in the list
• Export the list of sales quotations to a spreadsheet. The list is exported as displayed, that is, your column settings and sorting are kept.
• Create a sales quotation
• Create a subsequent sales order for a selected sales quotation
• Extend the validity period for a selected sales quotation
• Reject all items for a selected sales quotation. You must enter a reason for rejection
• Navigate to the sales quotation details, either to display or to change data, by choosing a row in the list
• Navigate to the Customer - 360° View app
• Navigate to the sales quotation object page
• Navigate to the customer object page

• Key users can use the Custom Fields and Logic app to create custom fields for the Manage Sales Quotationsapp.
• Custom fields can be created for the UI element, List of sales orders, with the business context, Sales: Sales Document.

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 the Schedule MRP Runs 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.

• 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 Convert Planned Orders - to Process Orders application is based on SAP transaction COR8, which enables you to convert planned orders to process orders. SAP transaction COR8 is classified in the Production Planning and Control module under application component Process Order.

• Display a list of all planned orders
• Create process orders
• Automatically execute order release, so production can start immediately

Note

It is possible to change order quantities (such as merging the quantities of two planned orders into one process order). You may then delete the obsolete planned orders from the selection list before executing order conversion. Run MRP to delete the obsolete planned orders from the database (the planned orders must not be firmed, otherwise MRP would leave them untouched).

The Display Process Order application is based on SAP transaction COR3, which enables you to display a process order. SAP transaction COR3 is classified in the Production Planning and Control module under application component Process Order.

• Search for process orders
• Display process order detailed information
• Users with permission can review and check process orders
• Navigate to output management to display PDF document of process order

The Pick Components for Process Orders application is based on SAP transaction COIK, which enables you to pick components for released process orders. SAP transaction COIK is classified in the Production Planning and Control module under application component Process Order.

• Search process orders
• Select relevant reservations
• Select picking lines and perform batch determination
• Copy batch determination results
• Post goods movement

Note

If the system shows the message, Batch determination was carried out without selection specification , ignore it. If only part of the required quantity is found to be available during batch determination, the unconfirmed quantity remains as an open line item within the picking list. You should then delete the line item from the picking list before saving, as this line item can't be posted.

This Post Goods Movement app is based on SAP transaction MIGO, which enables you to post goods receipts with reference to a purchase order. SAP transaction MIGO is classified in the Materials Management module under application component Inventory Management.

MIGO replaces all the conventional transactions for posting goods movements whose transaction codes start with MB*. Please note, as a result of the completely new development of MIGO, the system behavior may differ slightly from the behavior of the old goods movement transactions (MB*). Such variations are due to the different usability concept and do not constitute a functional limitation.

You can use the transaction MIGO to post the following goods movements:

• Goods receipts from external procurement
• Goods receipts for orders
• 'Other' goods receipts
• Return deliveries and subsequent deliveries
• Goods issues
• Transfer postings and stock transfers
• Subsequent adjustment for subcontracting

The Monitor Order Progress application is based on SAP transaction CO46, classified in the Production Planning and Control module under application component Production Orders. This app enables you to search for an order, generate a worklist for process orders, components and operations, and define user-specific selections and layout settings.

• Search for orders
• Review required lists, including order header and components lists
• Define user-specific selections and layout settings

The Confirm Process Order Phase application is based on SAP transaction COR6N, and is classified in the Production Planning and Control module under application component, Process Order.

This app enables you to search for process orders and view confirmation documents that include the processing status of the order, operations, phases, and individual capacities. Backflushed materials will be posted automatically during respective phase confirmations, and you can post scrap quantities, if relevant. If no major deviations occurred, only the last phase (milestone) must be confirmed. All prior milestone phases are confirmed automatically after the last milestone confirmation.

• Access confirmation documents, including:
  • Processing status of order
  • Operations
  • Individual capacities
• Record time in the time ticket confirmation for:
  • Default times for machine and labor usage
  • Actual times for major deviations
• Backflushed materials are automatically posted during respective phase confirmations
• Confirm production
• Post scrap quantities (optional)
• Confirm milestones (phases)
• Costs and activity quantities are recalculated in proportion to the yield quantity in final confirmation

The Create Outbound Deliveries - From Sales Orders app enables you to create outbound delivery runs from a list of sales orders. This app also allows you to display logs with information related to your sales orders or deliveries. For example, if errors occur while you are creating deliveries, the system issues a message to the log. Similarly, the system issues a message to the log if you successfully create a delivery.

• Search for sales orders due for delivery using basic filter options. You can also search using additional filter options.
• Sort your table entries by ascending or descending and then select the filter option you want to sort by.
• Personalize your table columns.
• If a product has been marked as relevant for compliance in the product master data, the system performs marketability, dangerous goods, and safety data sheet checks for the corresponding outbound delivery. The results display in the corresponding columns.
• Create outbound deliveries from sales orders with a limited number of items, or navigate to the Schedule Delivery Creation app to schedule the mass processing of sales orders.
• Display a log that provides you with information about the delivery run that you have created.
• Use the Save as Tileoption to create a personalized tile on the launchpad. This tile displays a fixed snapshot of your current selection criteria. For example, if you filter by the date option Today, your personalized tile only displays the number of documents that are relevant for that specific day, as the current date selection is stored as a fixed date.
  Note

  When saving a tile, include the specific date as the subtitle or description, so that you can easily identify tiles.

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)

• 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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