The following make-to-order process starts with a corresponding sales order.
Settings for serial number management are also used in Sales and Distribution.
In Sales Order production, the costs and revenues for an order item are collected on a controlling object belonging to the sales order item and settled to Profitability Analysis. The planned revenues are determined by Pricing in the sales order and the actual revenues are posted in the billing document. The planned costs are compared with the planned revenues. These come from a product or single cost estimate or from the valuation price of the material master (standard price or moving average price). The actual costs result from material withdrawals, production orders, internal activity allocations, and overhead rates. The actual revenues and actual costs are settled to Profitability Analysis to determine the profit.
Example: Process start in sales
The process runs here with a configuration in a sales order. The example uses the sales order for the configurable material master T-FCBC00.
The characteristics are:
A numeric characteristic size (frame)
A CHAR characteristic color
Two reference characteristics for Pricing that are displayed here but aren't ready for input
A hidden, numerical characteristic for the dimension of the upper tube
In AVC, note the following regarding the characteristics:
Value checks against catalogs are ignored (however, it goes under LO-VC).
Value assignments with an interval are also not possible if interval values are allowed according to the characteristic definition and the characteristic is single-value (doesn't work under LO-VC either).
Value assignments with an interval are also not possible if interval values are allowed according to the characteristic definition and the characteristic has multiple values (however, it goes under LO-VC).
Pricing and Serial Number
The next step after valuating the characteristics is Pricing. The price is made up of:
- A base price of 50 EUR
- A length-dependent surcharge of 5 EUR per centimeter frame height
- A percentage surcharge of 5 percent for colored frames
When you try to save the sales order, the system issues an incompleteness message. Serial numbers are missing. In the example, the serial number was created automatically using the corresponding pushbutton. The reason for the behavior of the sales order regarding the serial number is in the material master. In the material master, a serial number profile has been assigned to the general plant parameters of Sales and Distribution. Furthermore, a synchronous creation of a piece of equipment was achieved via the serialization level.
The serial number profile used here basically contains all possible operations, and for these a "must" as a usage, always with equipment.
Pricing in Sales Order
The following video gives you an overview of the connection of a Condition Master and a Sales Order. Prices, surcharges, discounts, freights, or taxes are given and connected to a Sales order. If everything is done right, an automatic pricing takes place.
Condition Master
The following video gives you an idea of a Condition Master.
The condition type defines different usages of a condition. The condition type determines whether it is a percentage, quantity-dependent, or amount-dependent surcharge or discount. By specifying a validity period, you can restrict a price agreement to a period. You can maintain the values within a condition record depending on a scale. The number of scale levels isn't limited.
Serial Number:
You can use serial numbers to uniquely differentiate between individual objects of a material. This means that individual object tracking for goods movements is possible, for example, with the sale of goods to a customer. Besides this, you can use the system to manage maintenance for individual objects with serial numbers if equipment master records exist for these individual objects. This will be discussed again in a later unit in connection with maintenance service, plant maintenance, and customer service processes.
If you want to use this function for a material, a serial number profile must be entered in the master record of the material. Serial numbers are specified in the delivery item. However, you can also define them in the order, as you do here. You can also have the system assign serial numbers automatically. The serial numbers must be known at the time of goods issue at the latest.
OIS1
Determine the central default equipment type for serial number management. The system proposes this equipment category if the system doesn't find an equipment category in the serial number profile during an automatic serialization procedure.
OIS2
The serial number profile is a prerequisite for marking objects of a material with serial numbers. The serial number profile controls the following:
The serialization procedures for the profile define the transactions for which serialization is possible.
Serial number usage defines whether serialization is mandatory or optional.
The equipment requirement specifies whether equipment is required or not.
The serial number profile can be assigned to different procedures with different parameters.
The equipment category distinguishes individual pieces of equipment according to their usage.