Understanding Process Steps and Business Roles for Make-to-Order Production – Finished Goods Sales and Final Assembly (BJE)

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Define process steps for make-to-order production – finished goods sales and final assembly (BJE)
  • Identify business roles for make-to-order production – finished goods sales and final assembly (BJE)

Process Steps for Make-to-Order Production – Finished Goods Sales and Final Assembly (BJE)

Applicable Process Steps

Make-to-Order (MTO) Sales Processing (Material without Sales Order Bill of Material (BOM))

Process StepDescription
Receive Customer Request for QuotationA customer sends us a specification document and asks us to create a quotation based on the specification. The customer specification document is assigned in a later step to the quotation.
Create and Send Sales Quotation to CustomerAs a manufacturer, you have received a customer request for a make-to-order sales quotation in form of a customer specification document. The specification document from the customer consists of detailed requirements that the product should fulfill to meet the customer’s expectations. This process step shows you how to create a sales quotation, and send it to the customer.
Change Sales QuotationAfter you have set the quotation to customer, the customer sends a specification document and requests a commercial change (discount). Therefore, you change the quotation and send to the customer. A file of the specification document is attached to sales quotation as well. This process step shows you how to change sales quotation.
Create Sales Order with Ref. to QuotationAfter the customer accepted the follow-on quotation, a customer order is created based on the negotiated quotation including a billing plan for a down payment. Finally, the order confirmation is printed and can be sent to the customer. This process step shows you how to create a sales order with reference to a quotation.

MTO Sales Processing (Material with Sales Order BOM)

Process StepDescription
Create Sales Order 

Down Payment Processing

Process StepDescription
Create Down Payment RequestThis process step shows you how to create an invoice according to your billing plan. Finally, you print out the down payment request and send it to your customer.
Post Down PaymentThis process step shows you how to post the down payment received from your customer.

Production Planning

Process StepDescription
Material Requirements Planning for Sales OrderThis process step shows you how to start the MRP run for the sales order you created before.

Process Technical Change BOM in Sales Order

Process StepDescription
Change Order BOM for Sales OrderIf a customer asks for a technical change for a finished good, you must create an order BOM for the sales order and maintain the BOM according to the customer requirements. This process step shows you how to create an order BOM for a sales order.
Recalculation of Costs in Sales OrderAfter an order BOM is changed, you recalculate the sales order and add the additional cost for the extra component. An order confirmation is then printed and can be sent to the customer.
Rerun MRP for Sales OrderYou have added a material for the finished good, and therefore must evaluate the effects on your inventory by rerunning MRP for the sales order.

Production Processing

Process StepDescription
Create Production OrderThis process step shows you how to create a production order without external processing operation.
Release Production OrdersThe production order created by the MRP controller is assigned a release date in accordance with the scheduling margin key.
Pick Components (Picking List)The released production order is now ready for picking. Only those materials that are not in the service stock at the assembly aisle are to be picked. For picking, the operator selects the specific picking list that can be called up directly with the production order number. The operator has a series of further selection options to allow for optimal worklist selection. This process step shows you how to pick components(picking list).
Confirm Assembly ActivitiesThe confirmation documents the processing status of orders, operations, sub operations, and individual capacities. It is an instrument for controlling orders. This scope item uses time event confirmation. This process step shows you how to confirm assembly activities.
Post Goods Receipt for Production OrderThis process step shows you how to post the goods receipt for the production order.

Delivery Processing

Process StepDescription
Create Delivery with Reference to OrderThis process step shows you how to create delivery to customer.
Execute PickingIn this step, we take goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.
Post Goods IssueThis process step shows you how to post goods issue for the delivery.

Billing Process

Process StepDescription
Change Sales Orders (Remove Billing Block)After the finished goods are shipped, it is ready to invoice the customer. The billing blocks in the sales order are removed before billing takes place. This process step shows you how to change sales orders (remove billing blocks).
BillingDuring billing, the revenues for order items from make-to-order production are passed on to financial accounting. Once the item has been fully invoiced, the status is set to fully invoiced. In this scope item, partial amounts are billed via down payment and closing invoice. This step shows you how to bill the customer.
Review Manufacturing Object PagesThis process step shows you how to review the different objects pages available for different roles in the area of manufacturing.

Business Roles for Make-to-Order Production – Finished Goods Sales and Final Assembly (BJE)

Click on the available pictogram to display according information and the relevant piece of the hierarchy.

Access to business applications is controlled by role-based authorization management. You assign Business Roles to Business Users, and the roles provide access to business tasks. Business Users are defined as employees, contractors, or other individuals that need access to the SAP S/4HANA Cloud, public edition system.

How to find Business Roles for a scope item

  1. Navigate to https://rapid.sap.com/bp/#/BP_CLD_ENTPR.
  2. Select your country localization from the Version drop-down list.
  3. In the Solution Scope section, expand the relevant scope item group.
  4. Select a scope item.
  5. Download the test script.
  6. Navigate to the Roles section of the test script.

A Business Role is assigned to a Business User to grant permission to access applications in SAP S/4HANA Cloud, public edition.

One or more Business Catalogs have been assigned to a Business Role. Business Catalogs include access to one or more applications, dashboards, or displays of data.

Administrators can control visibility to the data granted through the catalog by applying General Restrictions to Business Catalogs. By maintaining access restrictions, you can define the subset of all existing business objects a user can view (read) or edit (write) when working with a particular business role.

The Business Catalog defines which access categories are available (Value Help, Read, Write), and for which fields restriction values can be maintained. The fields vary per catalog, as they are based on the fields within the apps in the catalog. The Business Role aggregates restrictions for all Business Catalogs.

Administrators define a restriction based on a supported field (for example, company code, country, controlling area, and so on). Supported restriction fields vary per Business Catalog, as they are based on the fields within the apps in the catalog. You can restrict data access for the Value Help, Read, and Write separately. Read access always includes Value Help access, and Write access always includes Read access.

How to identify the Business Catalog(s) mapped to a Business Role and the Fiori application(s) mapped to a Business Catalog:

  1. Log into the SAP S/4HANA Cloud, public edition system.
  2. Select the Manage Business Roles application from the Launchpad.
  3. Select a Business Role.
  4. Select the Assigned Business Catalogs tab to view the standard Business Catalogs assigned to the standard Business Role.
  5. Select a Business Catalog.
  6. Select the Catalog Description tab to view the Functional Description, Authorization Criteria, and Associated Catalogs information.
  7. Select the Applications tab to view the Fiori apps mapped to the Business Catalog.
Note
Please do not edit SAP Standard Business Roles directly. To customize Business Roles, always make a copy of the SAP Standard Business Role or use the option Create From Template in the Maintain Business Roles application.

To apply General Restrictions, an Administrator should first make a copy of the SAP Standard Business Role, or create a new role based on the SAP Standard Business Role Template. For example, if you need to restrict access in the Accounts Payable Accountant Business Role for some users to only Company Code 1710 (United States), and for some users to only Company Code 1010 (Germany), you will create two new Business Roles based on the SAP Standard Accounts Payable Accountant role. You should name the roles accordingly (for example, Accounts Payable Accountant_1710). In the first business role, you will edit the role and maintain the restriction value(s) for the entire Business Role (that is, define the Company Code field = 1710). Then, you may edit the individual business catalogs within the role and define the access category (that is, Value Help, Read, Write) as Restricted. When you create a new Business Role, the Read access is set to Unrestricted and Write access is set to No Access by default. When an access category is Restricted, you must select a specific field value (for example, Company Code = 1710) or grant unrestricted access. If you leave fields empty within a business catalog, a user will be assigned No Access to the field in the business catalog's granted apps.

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