Ensuring Chemical Product Compliance in the Value Chain

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

After completing this lesson, you will be able to:

  • Describe the Chemical Product Compliance Process

How to Ensure Chemical Product Compliance

Introduction: Chemical Compliance in the value chain

Any product included in a sales order or sales quotation that is defined as relevant for compliance must be verified if the selling into the country/region and for the customer is allowed. The result of the marketability check may block the follow up documents or initiate a request for the product steward ship department.

If selling is only possible under restrictions, the internal sales representative can initiate an approval process. The product stewardship department processes the approval request and approves or rejects the selling.

The sales documents are also blocked if selling is not possible or has not yet been assessed. A request is created for the product stewardship department if the assessment for a country/region and customer has not yet been done.

Task 1: Create Product Master

To run this process, Jasmine, our master data specialist, creates three unique product master records for semifinished goods, as well as three unique product master records for finished goods. 

Task 2: Create stock for the materials

To run through this process, the materials must be available in stock. Jim, our Warehouse Clerk creates necessary stock by posting goods receipts.

Task 3-4 : Maintaining compliance data

In a first task Product Stewardship Specialist Otto creates compliance purposes and second assigns it to unpackaged products. 

Task 5: Scenario I: Create Sales Order with negative assessed marketability

The Internal Sales Representative Kate creates a sales order for a product with customer first-order check enabled.

The sales order will have a negatively assessed marketability.

Task 6: Scenario I: Compliance Request is rejected

The Product Stewardship Specialist - Product Compliance rejects the compliance request. The sales order is blocked.

Task 7: Scenario II: Create Sales Order with positive assessed marketability

The Internal Sales Representative Kate creates a sales order for a product with customer first-order check enabled. First the sales order is blocked. Then she asks for a positive assessed marketability.

Task 8: Scenario II: Update safety data sheets

The Product Stewardship Specialist - Product Compliance Otto uploads safety data sheets for a product in the required languages.

Task 9-12: Scenario II: Maintaining Compliance data

The Dangerous Goods Specialist - Product Compliance Kylie sees that there are unpackaged products that have to be classified according to the dangerous goods regulations. She classifies an unpackaged product according to the assigned regulations as no dangerous goods and allows the transport for all the regulations.

The Product Stewardship Specialist - Product Compliance Otto sees a new request from logistics in the worklist for a new product that is compliance relevant. He accepts the request by starting the marketability assessment for the country or region of the production plant. Otto assesses the product for a specific target market and marks it as saleable.

The Internal Sales Representative Kate analyzes sales documents.

Task 13: Scenario III: Create Sales Order with compliance checks

The Internal Sales Representative Kate creates a sales order for a product with customer first-order check enabled.

Task 14: Scenario III: Update safety data sheets

The Product Stewardship Specialist - Product Compliance uploads safety data sheets for a product in the required languages.

Task 15: Scenario III: Updating Classification and Transport data

The Dangerous Goods Specialist - Product Compliance Kylie sees that there are unpackaged products that have to be classified according to the dangerous goods regulations. Kylie classifies an unpackaged product according to the assigned regulations as no dangerous goods and allows the transport for all the regulations.

Task 16-19: Scenario III: Maintenance of data

The Product Stewardship Specialist - Product Compliance Kylie sees a new request from logistics in the worklist for a new product that is compliance relevant. Kylie accepts the request by starting the marketability assessment for the country or region of the production plant

Kylie assesses the product for a specific target market and marks it as saleable.

Otto, our Product Stewardship Specialist processes now the Requests from Logistics for the Dangerous Goods material.

At the end, Kate, our Internal Sales Representative analyzes the sales order. 

Now you should have an impression of "how to maintain a Chemical Compliance process in the Value Chain".

Ensure Chemical Product Compliance (31J)

This scope item manages the compliance marketability checks in sales order processes and during outbound delivery.

Any material included in a sales order or sales quotation that is defined as relevant for compliance must be verified if the selling into the country/region and for the customer is allowed.

The result of the marketability check may block the follow-up documents or initiate a request for the product steward ship department. If selling is only possible under restrictions, the internal sales representative can initiate an approval process. The product stewardship department processes the approval request and approves or rejects the selling. The sales documents are also blocked if selling isn't possible or hasn't yet been assessed. A request is created for the product stewardship department if the assessment for a country/region and customer hasn't yet been done.

Any product included in a sales order or sales quotation that is defined as relevant for compliance must be verified if the selling into the country/region and for the customer is allowed. The result of the marketability check may block the follow up documents or initiate a request for the product steward ship department. If selling is only possible under restrictions, the internal sales representative can initiate an approval process.

The product stewardship department processes the approval request and approves or rejects the selling. The sales documents are also blocked if selling is not possible or has not yet been assessed. A request is created for the product stewardship department if the assessment for a country/region and customer has not yet been done

Steps

  1. Log on to the SAP S/4HANA Public Cloud training system with your user credentials and assign the relevant business roles to your user if it has not already been assigned.

    Assign:

    Role IDDescription
    BR_PRODMASTER_SPECIALISTMaster Data Specialist - Product Data
    BR_PRODSTWRD_SPLST_PCLProduct Stewardship Specialist - Product Compliance
    BR_DG_SPLST_PCLDangerous Goods Specialist - Product Compliance
    BR_INTERNAL_SALES_REPInternal Sales Representative
    BR_WAREHOUSE_CLERKWarehouse Clerk
    1. Log on to the SAP S/4HANA Public Cloud training system with your user credentials.

    2. Navigate to the Maintain Business Users application.

    3. Scroll through the list of users to locate your business user.

    4. Select your business user.

    5. Choose Add and search for the required business roles.

    6. Add the roles to your user.

    7. Select the checkbox beside the business roles and apply them. Repeat it for every mentioned role.

    8. Choose OK to close the dialog box.

      Result

      You now see the business roles assigned.
    9. Choose Save.

    10. Refresh your screen.

Task 1: Create Product Master Records Set as Compliance Relevant

Note
To complete this exercise, you must have the Master Data Specialist - Product Data (BR_PRODMASTER_SPECIALIST) business role assigned to your user.

Steps

  1. Create the following material master data. Use the app Manage Product Master Data.

    • Copy material FGPC01 to create a new material SGPC01-### with the description Semi PMA 01-###.

    • Copy material FGPC01 to create a new material SGPC02-### with the description Semi PMA 02-###.

    • Copy material FGPC01 to create a new material SGPC03-### with the description Semi PMA 03-###.

    • Copy material FGPC01 to create a new material FGPC01-### with the description Finished PMA 01-###.

    • Copy material FGPC01 to create a new material FGPC02-### with the description Finished PMA 02-###.

    • Copy material FGPC01 to create a new material FGPC03-### with the description Finished PMA 03-###.

    Note
    Use always only plant 1010 and 1010 for distribution chains.
    1. Open Manage Product Master Data app.

    2. In the Product field, enter the material that you want to copy, for example, FGPCP01 and choose Go.

    3. In the search results, select the checkbox beside the product you searched for.

    4. Choose Copy.

    5. On the Select Organizational Data to Copy dialog box, the preselected organizational level data from the master record that you have chosen to copy from is displayed.

    6. Choose OK.

    7. For the semi finished products do the following in the Create Master Data Record window:

      • Enter the new material number in the Product Number field, for example, SGPC01-###.

      • Select Material type: HALB- Semi-Finished product
      • Change the Product Group to L003
      • Enter the given description in the Description field, for example, Semi PMA 01-###.

      • Sroll down to Valuation Area and change for every plant valuation class to 7900.
    8. Choose Create.

    9. In the Check for Potential Duplicates window, choose Create.

    10. Choose Back to return to the Manage Product Master Data screen.

    11. Repeat sub-steps to create materials SGPC02-###,SGPCP03-###

    12. Do the same for FGPC01-###,FGPC02-### and FGPC03-###.

      • Enter the new material number in the Product Number field, for example, FGPC01-###.

      • Select Material type: FERT- Finished product
      • Enter the given description in the Description field, for example, Finished PMA 01-###.

    13. Choose Create.

    14. In the Check for Potential Duplicates window, choose Create.

    15. Choose Back and open home screen.

Task 2: Create stock

Steps

  1. Open the Post Goods Movement app.

    Use the following data:

    MIGO

    FieldValue
    Trans./Event:Goods Receipt
    Reference Document:Other
    Movement Type:561
    Qty in Unit of Entry:99999
    Unit of Entry:BT
    Plant:1010
    Storage Location101A
  2. Update stock for your materials FGPC01–###, FGPC02–## and FGPC03–## to 1000 BT for the storage location 101A (plant 1010).

    1. In the Post Goods Movement screen.

      FieldValue
      Trans./Event:Goods Receipt
      Reference Document:Other
    2. In the Material tab, enter FGPC01–### and press Enter.

    3. Choose the Quantity tab and enter the following:

      • Qty in Unit of Entry:  99999

      • Unit of Entry: BT

    4. Choose the Where tab and enter the following:

      • Movement Type: 561

      • Plant: 1010

      • Storage Location: 1010A

    5. Choose Post.

    6. Repeat a-e to update the stock for FGPC02–### and FGPC03–### .

Task 3: Create Compliance Purposes

To run through this exercise, you have to create the compliance purposes that you assign to unpackaged products. You create compliance purposes in the following steps.

Steps

  1.  Choose the app Manage Compliance Purposes . ChooseCreate.

  2. Inside Compliance Purpose screen select Purpose names area. Click on Create to add a new description.

    Create:

    Language

      
    Language:EN
    Name:### PMA-SLC, SDS, DG

    Select Createbutton and jump directly in Editmode.

    1. Follow the well described exercise. A separate solution is not necessary.

  3. Select Compliance Requirements tab and click on Add.

    Select:

    Compliance Requirements
    EU-REACH SVHC Status
    DE-SDS
    UNRTDG
    ADR
    ADN
    49 CFR
    IATA-DGR
    RID
    TDG
    IMDG-Code

    Create it.

    Activate it.

    Copy it.

    1. Follow the well described exercise. A separate solution is not necessary.

  4. For the new Compliance Purpose change the name to:

    Language

    FieldValue
    Language:EN
    Name:### PMA-CCC, SDS, DG

    Open the compliance section and delete: EU-Reach SVHC Status.

    Create it.

    Activate it.

    1. Follow the well described exercise.

    2. Just copy the data and rename it.

    3. Don't forget to delete "EU-Reach" entry.

    4. Save it.

Task 4: Create Unpackaged Products, Link to Product Master, and Assign Compliance Purpose

Steps

  1. Open the app Manage Basic Compliance Data - Unpackaged Products

    Choose Create and enter:

    New Product

    FieldValue
    Internal Name:### UP 1
    All other entries:Default
    Product Categorization:Mixture
    Note
    If necessary add Product Categorization "Mixture". Deselect check box for Safety Data sheet.

    Save it.

    1. Follow the well described exercise. A separate solution is not necessary.

  2. Switch to Editmode.

    Select the table Related Products in Product Master and enter:

    SGPC01-###.

    Save it and switch to Edit mode.

    Open the area Compliance Views for Related Packaged Products .

    Select "Create" and enter: FGPC01–###.

    Save it.

    Navigate back and create a second unpackaged product.

    1. Follow the well described exercise. A separate solution is not necessary.

  3. Open the app Manage Basic Compliance Data - Unpackaged Products

    Choose Create and enter:

    New Product

    FieldValue
    Internal Name:### UP 2
    All other entries:Default
    Product Categorization:Mixture
    Note
    If necessary add Product Categorization "Mixture". Deselect check box for Safety Data sheet.

    Save it.

    1. Follow the well described exercise. A separate solution is not necessary.

  4. Switch to Editmode.

    Select the table Related Products in Product Master and enter:

    Enter: SGPC02-###

    Save it and switch to Edit mode.

    Open the area Compliance Views for Related Packaged Products .

    Select "Create" and enter: FGPC02–###.

    Save it.

    1. Follow the well described exercise. A separate solution is not necessary.

  5. Choose Edit.

    Open the section Application, Uses, Markets and Purposes with the table Assigned Compliance Purposes.

    Select Product Default Compliance Purpose and Removeit. Save it.

    Switch again toEdit mode and add compliance purpose: ### PMA-SLC, SDS, DG. Save it.

    1. Follow the well described exercise. A separate solution is not necessary.

  6. Open the app Manage Basic Compliance Data - Unpackaged Products

    Choose Create and enter:

    New Product

    FieldValue
    Internal Name:### UP 3
    All other entries:Default
    Product Categorization:Mixture
    Note
    If necessary add Product Categorization "Mixture". Deselect check box for Safety Data sheet.

    Save it.

    1. Follow the well described exercise. A separate solution is not necessary.

  7. Switch to Editmode.

    Select the table Related Products in Product Master and choose Add.

    Enter: SGPC03-###

    Save it and switch to Edit mode.

    Open the area Compliance Views for Related Packaged Products .

    Enter: FGPC03–###.

    Save it.

    1. Follow the well described exercise. A separate solution is not necessary.

  8. Choose Edit.

    Open the section Application, Uses, Markets and Purposes with the table Assigned Compliance Purposes..

    Select Product Default Compliance Purpose and Removeit. Save it.

    Switch again to Edit mode and add compliance purpose: ### PMA-CCC, SDS, DG. Save it.

    1. Follow the well described exercise. A separate solution is not necessary.

Task 5: Scenario 1: Create Sales Order with Negatively Assessed Marketability

The Internal Sales Representative creates a sales order for a product with customer first-order check enabled.

Steps

  1. Open the Manage Sales Orders app.

    Select: CreateCreate Sales Orders VA01

  2. Create a new sales order with the following details and note down your sales order number.

    FieldValue
    Order Type:OR
    Sales Organization:1010
    Distribution Channel:10
    Division:00
    Sold To party:10100003
    Ship To party:10100003
    Customer Reference:any entry
    Cust. Reference Date:today
    Delivery Plant:1010
    Material Number:FGPC01-###
    Quantity:1
    Unit of Measurement:BT

    Open item detail screen and select tab Conditions.

    Add a new condition with the following values:

    • CnTy: PPR0
    • Amount: 100
    • Crcy: EUR

    Save your sales order and write down SO number.

    Note

    A log opens in which two messages are displayed, indicating the following:

    No dangerous goods assessment exists, and a request has been initiated.

    No marketability exists, and a request has been initiated.

    1. Choose CreateCreate Sales Order.

    2. On the Create Sales Order, make the entries given inside exercise table.

    3. Choose the Save button. Make a note of the sales order number: __________.

      If necessary switch to display mode to find out sales order number.

Task 6: Scenario 1: Reject Compliance Request from Logistics

The Product Stewardship Specialist - Product Compliance rejects the compliance request. The sales order is blocked.

Steps

  1.  Open app: Process Requests from Logistics- For Dangerous Goods .

    Search for: FGPC01-### and the following parameter:

    Search parameter

    Field:Value:
    Business Process/ AreaSell in
    Request Responsibility:Product Compliance
    Origin:Sales Order

    Inside detail screen: Select Reject and add a reason.

    1. Execute the app. Enter search parameter.

    2. Material is found. Open detail screen.

    3. Choose "Reject" entry in footer area and enter a reason of your choice.

    4. Open home screen.

Task 7: Scenario 2: Create Sales Order with Positively Assessed Marketability

The Internal Sales Representative creates a sales order for a product with customer first-order check enabled.

Steps

  1. Open the Manage Sales Orders app.

    Select: CreateCreate Sales Orders VA01

  2. Create a new sales order with the following details and note down your sales order number.

    FieldValue
    Order Type:OR
    Sales Organization:1010
    Distribution Channel:10
    Division:00
    Sold to party:10100003
    Ship to party:10100003
    Customer Reference:any entry
    Cust. Reference Date:today
    Delivery Plant:1010
    Material Number:FGPC02-###
    Quantity:1
    Unit of Measurement:BT

    Open item detail screen and select tab Conditions.

    Add a new condition with the following values:

    • CnTy: PPR0
    • Amount: 100
    • Crcy: EUR

    Save your sales order and write down SO number.

    Note

    A log opens in which two messages are displayed, indicating the following:

    No dangerous goods assessment exists, and a request has been initiated.

    No marketability exists, and a request has been initiated.

    1. Choose CreateCreate Sales Order.

    2. On the Create Sales Order, make the entries given inside exercise table.

    3. Choose the Save button. Make a note of the sales order number: __________.

      If necessary switch to display mode to find out sales order number.

Task 8: Scenario 2: Classify Unpackaged Product as No Dangerous Goods

The Dangerous Goods Specialist - Product Compliance sees that there are unpackaged products that have to be classified according to the dangerous goods regulations. The Dangerous Goods Specialist - Product Compliance classifies an unpackaged product according to the assigned regulations as no dangerous goods and allows the transport for all the regulations.

Steps

  1. Open the app My Unpackaged Dangerous Goodswith material:

    SGPC02-###

    Select theBasic Classificationview.

    In the Basic Classification section, choose the row for the ADR regulation (for example, ADR 2023).

    Open detail screeen and choose Edit. In the "Classification" section, se­lect the following data.

    • Classified As: NoDangerous Goods

    • Transport Permission: Allowed

    Save it and jump back to Basic Classification overview.

    Select the ADR regulation and select button: Apply Classification to Other Regulations.

    In the Regulations table, select all regulations in progress but the UNRTDG regulation by selecting the checkbox in the "Regulation" column and then deselecting the checkbox for the UNRTDG regula­tion or regulations.

    Select Apply Clasification.

    Select all regulations and choose Release.

    In the Release dialog, choose Save Drafts and Release.

Task 9: Scenario 2: Process Compliance Request from Logistics and Assess Marketability Requirements

The Product Stewardship Specialist - Product Compliance sees a new request from logistics in the worklist for a new product that is compliance relevant. The Product Stewardship Specialist - Product Compliance accepts the request by starting the marketability assessment for the country or region of the production plant.

Steps

  1. Choose the app Process Requests from Logistics- For Dangerous Goods with material:  

    FGPC02-###. Select the following result

    Selection Parameter:

    FieldValue
    Business Process:Sell in
    Solution Area:Product Marketability
    Origin:Sales Order
    Note
    Deselect the value for "Request Responsibility",
    .

    1. Execute the app. Enter search parameter.

    2. Material is found. Open detail screen.

  2. Open "Compliance View". Check the data and select button: Ready for Assessment and Assess Now.

    1. Open the right view.

    2. Select the button Ready for Assessment and the entry Assess Now.

  3. Choose the row of the "Marketability Assessments" that appears in theIn Progress tab of the Marketability Assessments table.

    The compliance requirement should be the latest version of "EU REACH SVHC Status" for which no released marketability assessment exists.

    Open detail screen and choose Edit

    In the Compliance Details section, set the Marketa­bility Status to Compliant.

    Then choose Save.

    1. Choose the row of the "Marketability Assessments". Select the latest "EU REACH SVHC Status" and open detail screen.

    2. Switch to Edit mode and set the Marketa­bility Status to Compliant.

    3. Save the data.

  4. Release your data.

    1. Select the button inside header area.

Task 10: Scenario 2:  Assess Markets for a Product as Allowed

The Product Stewardship Specialist - Product Compliance assesses the product for a specific target market and marks it as saleable.

Steps

  1. Open the app Assess Products for Markets and search for:

    SGPC02-###

    Note
    If necessary deselect all other search criteria until you find your material.

    Open detail screen and selectEdit button.

    Choose the row for the market request for your sales country/region. Select Country DE /US.

    Open detail screen and select:

    • Assessment Status for Production: Allowed
    • Assessment Status for Sales:Allowed

    Apply it.

    Finally save it.

    1. Perform the exercise.

Task 11: Scenario 2: Check Status of Sales Order

The Internal Sales Representative analyzes sales documents based on the given issues types. 

Steps

  1. Open home page and the page for Overview - Internal Sales.

    Insightsarea becomes visible.

    Open Sales Order Fulfillment - Analyze and Resolve Issues.

  2. Try to find your Sales Order and check the details.

    1. Select the second table with is named "Sales Orders with issues",Select "Go" to execute selection.

  3. Your Sales Order is found.

    Extend the view. Select the button Settings and select the check box for "Product Marketability Status".

    No issues exist for marketability status. It's set to: OK.- Approved.

    Issues should be: Dangerous Goods Status: Blocked.

    If your are interested in:

    Extend the view. Select the button Settings and select the check box for "Dangerous Goods Status".

    1. Perform the exercise.

  4. Open Home screen again.

Task 12: Scenario 3: Customer Compliance Check During Sales Orders

The Internal Sales Representative creates a sales order for a product with customer first-order check enabled.

Steps

  1. Open the Manage Sales Orders app.

    Select: CreateCreate Sales Orders VA01

  2. Create a new sales order with the following details and note down your sales order number.

    FieldValue
    Order Type:OR
    Sales Organization:1010
    Distribution Channel:10
    Division:00
    Sold to party:10100003
    Ship to party:10100003
    Customer Reference:any entry
    Cust. Reference Date:today
    Delivery Plant:1010
    Material Number:FGPC03-###
    Quantity:1
    Unit of Measurement:BT

    Open item detail screen and select tab Conditions.

    Add a new condition with the following values:

    • CnTy: PPR0
    • Amount: 100
    • Crcy: EUR

    Save your sales order and write down SO number.

    Note

    A log opens in which two messages are displayed, indicating the following:

    No dangerous goods assessment exists, and a request has been initiated.

    No marketability exists, and a request has been initiated.

    1. Choose CreateCreate Sales Order.

    2. On the Create Sales Order, make the entries given inside exercise table.

    3. Choose the Save button. Make a note of the sales order number: __________.

Task 13: Scenario 3: Classify Unpackaged Product as No Dangerous Goods

The Dangerous Goods Specialist - Product Compliance sees that there are unpackaged products that have to be classified according to the dangerous goods regulations. The Dangerous Goods Specialist - Product Compliance classifies an unpackaged product according to the assigned regulations as no dangerous goods and allows the transport for all the regulations.

Steps

  1. Open the app My Unpackaged Dangerous Goodswith material:

    SGPC03-###

    Select the Basic Classification view.

    In the Basic Classification section, choose the row for the ADR 2023 regulation.

    Choose Edit. Inside "Classification" section se­lect the following data:

    • Classified As: NoDangerous Goods

    • Transport Permission: Allowed

    Save it.

    Jump back to Basic Classificationoverview.

    Select the ADR 2023 regulation and select button:Apply Classification to Other Regulations.

    In the Regulations table, select all regulations in progress but the UNRTDG regulation by selecting the checkbox in the Regulation column and then deselecting the checkbox for the UNRTDG 2019 and 2021 regula­tion or regulations.

    Select Apply Clasification.

    Select all Regulations and choose Release.

    In the Release dialog, choose Save Drafts and Release.

    1. Perform the exercise.

Task 14: Scenario 3: Process Compliance Request from Logistics and Set Risk Level

The Product Stewardship Specialist - Product Compliance sees a new request from logistics in the worklist for a new product that is compliance relevant. The Product Stewardship Specialist - Product Compliance accepts the request by starting the marketability assessment for the country or region of the production plant.

Steps

  1. Choose the app Process Requests from Logistics- For Dangerous Goods with material:  

    FGPC03-###. Select the following result:

    FieldValue
    Business Process:Sell in
    Solution Area:Product Marketability
    Origin:Sales Order
    Note
    Deselect "Request Responsibility", If necessary select the right tab: Unprocessed or In Progress.
    .

  2. Open compliance view. Check the data and select button: Ready for Assessment and Assess Now.

  3. If necessary jump one screen back and check "Countries/Regions to Verify" and "Compliance Purposes to Verify".

    1. Perform the exercise.

Task 15: Scenario 3:  Assess Markets for a Product as Allowed

The Product Stewardship Specialist - Product Compliance assesses the product for a specific target market and marks it as saleable.

Steps

  1. Open the app Assess Products for Markets and search for:

    SGPC03-###

    Note
    If necessary deselect all other search criteria until you find your material.

    Open detail screen and switch to Edit mode.

    Choose the row for the market request for your sales country/region. Open detail screen and select:

    • Assessment Status for Production: Allowed
    • Assessment Status for Sales: Allowed

    Apply it.

    Finally save it.

    1. Perform the exercise.

Task 16: Scenario 3: Process Compliance Request from Logistics and Release Customer Assessment

If a compliance requirement for a customer compliance has been assigned to a saleable product, the individual risk level of each product defines the further behavior of the check. In blocking cases, an individual customer assessment may be required.In this process step, the risk level is assigned to the product.

Steps

  1. Choose the app Process Requests from Logistics- For Dangerous Goods with material:  

    FGPC03-###. Select the following result:

    FieldValue
    Business Process:Sell in
    Origin:Sales Order
    Note
    Deselect "Request Responsibility",
    Note
    If necessary switch to view "Requests in Progress" or "Closed".
    .

    Check the data.

Task 17: Scenario 3: Check Status of Sales Order

The Internal Sales Representative analyzes sales documents based on the given issues types. 

Steps

  1. Open the view for Internal Sales.

    Insightsarea becomes visible.

    Open Sales Order Fulfillment - Analyze and Resolve Issues.

  2. Try to find your Sales Order and check the details.

    1. Select the second table with is named "Sales Orders with issues".Select "Go" to execute selection.

  3. Your Sales Order is found.

    Issues should be:

    • Delivery Block in Sales Orders
    • Delivery Issue in Sales Orders.

    Select one of the lines to get more information.

  4. Check the details inside screen: "Fulfillment Standard Order".

    Open Home screen again.

Chemical Product Compliance Process

Chemical Compliance in the Value Chain: Overview

This scope item manages the compliance marketability checks in sales order processes and during outbound delivery.

Any material included in a sales order or sales quotation that is defined as relevant for compliance must be verified if the selling into the country/region and for the customer is allowed. The result of the marketability check may block the follow-up documents or initiate a request for the product steward ship department.

If selling is only possible under restrictions, the internal sales representative can initiate an approval process. The product stewardship department processes the approval request and approves or rejects the selling.

The sales documents are also blocked if selling isn't possible or hasn't yet been assessed. A request is created for the product stewardship department if the assessment for a country/region and customer hasn't yet been done.

Watch the following video to understand how a possible process could look like. You learn which users and which roles are necessary to change a material BOM with a change record.

Applicable Process Steps

To sum up the steps you saw in that video, here are the general process steps listed:

  • Internal Sales Order Representative: Creates and checks Sales Order
  • Internal Sales Order Representative: Checks Compliance
  • Product Steward Specialist: Starts Assessments
  • Product Steward Specialist: Uploads safety data sheets
  • Dangerous Goods Specialist: Checks the classification of the unpackaged product
  • Product Steward Specialist: Checks the compliance of the product
  • Product Steward Specialist: Defines product is saleable

Benefits

The benefits of the Chemical Compliance in the value chain are:

  • Mitigate compliance risks with up-to-date information integrated into the value chain
  • Integrate compliance marketability checks in the selling processes
  • Product steward specialists get informed about new markets
  • Go through approval process to validate restrictions for selling
Note

This process flow is covered in scope Item 31J- Chemical Compliance in the Value Chain.

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