Understanding Process Steps and Business Roles for Make-to-Order Production – Process Manufacturing (3OK)

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

After completing this lesson, you will be able to:

  • Define process steps and business roles for make-to-order production – process manufacturing (3OK)
  • Identify business roles for make-to-order production – process manufacturing (3OK)

Process Steps for Make-to-Order Production – Process Manufacturing (3OK)

Applicable Process Steps

Process StepDescription
Create Sales Order DirectlyYou can create a sales order directly or with reference to a sales quotation. For test purposes, you can try both methods, however realistically you would only do one of the two in a productive system.
Create Sales QuotationAn alternative to creating the sales order directly is to create a sales quotation for a customer.
Create Sales Orders with Reference to QuotationA customer order is created based on the negotiated quotation.
Material Requirements PlanningThe purpose of material requirements planning is to tailor available capacities and receipts on time to suit requirements quantities. You can use MRP or consumption-based planning for this purpose.
Monitor Material CoverageAfter the MRP run, you can monitor the material coverage situation to determine if you have the necessary components in stock, or if items need to be produced in-house, or procured from an external supplier, in which case planned orders and purchase requisitions are generated, respectively.
Create Process OrderYou will convert a generated planned order into a process order, using either the Monitor Material Coverage - Net / Individual Segments app, or the Convert Planned Orders to Process Orders app.
Review Process OrderAfter creating process orders, you can review them.
Preview Output Document for Process OrderYou can review the output of the created process order and generate a PDF document.
Goods Issue via Pick ListThe withdrawal of the raw materials is used for the process order. This withdrawal can be done by using the picking list or doing a manual goods issue. Using the pick list, you will move materials to the production storage location by issuing them to the process order when the process order is released.
Manual Goods Issue (Instead of Picking List)The withdrawal of the raw materials is used for the process order. This process step shows you how to complete a goods issue instead of using the picking list.
Monitor Order ProgressYou can generate a worklist for process orders and components and operations with user-specific selections and layout settings.
Confirm Process OrderThe confirmation documents include the processing status of the order, operations, phases, and individual capacities. The time ticket confirmation allows recording either the default times for machine and labor usage, or record actual times for major deviations. Backflushed materials will be posted automatically during respective phase confirmations. If relevant, you can also post scrap quantities. If no major deviations occurred, only the last phase (milestone) must be confirmed. Using milestone confirmation, all prior phases are confirmed automatically.
Post Goods Receipt for Process OrderThis process step shows you how to post the goods receipt for the process order.
Create Delivery with Order ReferenceAfter producing the product, you will create a delivery to the customer.
Execute PickingThis process step shows you how to take goods from a storage location and stage the right quantity in a picking area where the goods are prepared for shipping.
Post Goods IssueAfter completing picking, you will post the goods issue for delivery of the product to the customer.
Create Billing DocumentFinally, you will bill the customer for the product they have purchased.

Business Roles for Make-to-Order Production – Process Manufacturing (3OK)

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 (e.g. 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, andAssociated 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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