Configuração e Cenários no IS-Retail

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<p>IS-RETAIL CONFIGURATION AND SCENARIOS DOCUMENT</p><p>Prepared by:</p><p>Ankush Barapatre</p><p>Anirban Bose</p><p>Is-Retail Configuration and Scenarios Document</p><p>2</p><p>TABLE OF CONTENT</p><p>1) Customization Settings required -------------------------------------------------- 3</p><p>2) Retail Master Data ----------------------------------------------------------------37</p><p>2.1) Site Creation ------------------------------------------------------------------------------37</p><p>2.1.1) Site Creation (DC) -----------------------------------------------------------------37</p><p>2.1.2) Site Creation (Store)---------------------------------------------------------------42</p><p>2.2) Article Creation ---------------------------------------------------------------------------44</p><p>2.3) Vendor Creation--------------------------------------------------------------------------51</p><p>3) Processes:-------------------------------------------------------------------------59</p><p>3.1) Assortment Listing: ----------------------------------------------------------------------59</p><p>3.2) Pricing --------------------------------------------------------------------------------------65</p><p>3.2.1) Purchase pricing:-------------------------------------------------------------------65</p><p>3.2.2) Sales Pricing:------------------------------------------------------------------------67</p><p>3.3) Merchandise Category -----------------------------------------------------------------73</p><p>3.3.1) Merchandise Category Hierarchy Levels ------------------------------------74</p><p>3.3.2) Creating Merchandise Category -----------------------------------------------78</p><p>3.3.3) Assigning Merchandise Category Hierarchy--------------------------------79</p><p>3.3.4) Merchandise Category Assignment to the class---------------------------82</p><p>4) SCENARIOS ----------------------------------------------------------------------87</p><p>4.1) Purchase from External Vendor -----------------------------------------------------90</p><p>4.2) Stock Transfer from DC to Store ----------------------------------------------------95</p><p>Is-Retail Configuration and Scenarios Document</p><p>3</p><p>RETAIL CONFIGURATION</p><p>1) Customization Settings required</p><p>Is-Retail Configuration and Scenarios Document</p><p>4</p><p>1.1) Company</p><p>Activity Defining Company</p><p>Path SAP IMG�Enterprise Structure�Definition�Financial Accounting�Define Company</p><p>T. Code SPRO</p><p>Click on the “New Entries”</p><p>Is-Retail Configuration and Scenarios Document</p><p>5</p><p>Mention the details for the new</p><p>company to be created. The Save</p><p>the data.</p><p>Is-Retail Configuration and Scenarios Document</p><p>6</p><p>Click “Copy Organizational</p><p>Object”</p><p>Is-Retail Configuration and Scenarios Document</p><p>7</p><p>Copy data from Company Code</p><p>0001 to Company Code vm1</p><p>Is-Retail Configuration and Scenarios Document</p><p>8</p><p>Click “No”</p><p>Is-Retail Configuration and Scenarios Document</p><p>9</p><p>Data Copied</p><p>Is-Retail Configuration and Scenarios Document</p><p>10</p><p>Is-Retail Configuration and Scenarios Document</p><p>11</p><p>Is-Retail Configuration and Scenarios Document</p><p>12</p><p>Edit Company Code Data as per your</p><p>requirement</p><p>Is-Retail Configuration and Scenarios Document</p><p>13</p><p>Assign Company Code to company:</p><p>Is-Retail Configuration and Scenarios Document</p><p>14</p><p>Defining Division</p><p>Save Data</p><p>Is-Retail Configuration and Scenarios Document</p><p>15</p><p>Is-Retail Configuration and Scenarios Document</p><p>16</p><p>Assigning Site to company code:</p><p>Is-Retail Configuration and Scenarios Document</p><p>17</p><p>Save the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>18</p><p>Is-Retail Configuration and Scenarios Document</p><p>19</p><p>Defining Distribution Channel:</p><p>Save the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>20</p><p>Click on “New Entries”</p><p>Is-Retail Configuration and Scenarios Document</p><p>21</p><p>Assigning Sales Organization to Company Code:</p><p>Save the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>22</p><p>Assigning Distribution Channel to Sales Organization:</p><p>Save the Data</p><p>Is-Retail Configuration and Scenarios Document</p><p>23</p><p>Assigning Division to Sales Organization:</p><p>Fill up the required details</p><p>& save the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>24</p><p>Click on “New Entries”</p><p>Save the Data</p><p>Is-Retail Configuration and Scenarios Document</p><p>25</p><p>Setting Up Sales Area:</p><p>Is-Retail Configuration and Scenarios Document</p><p>26</p><p>Assign Sales Organization,-Distribution channel-Site:</p><p>Fill up the details</p><p>Is-Retail Configuration and Scenarios Document</p><p>27</p><p>Is-Retail Configuration and Scenarios Document</p><p>28</p><p>Maintaining Storage Location:</p><p>Is-Retail Configuration and Scenarios Document</p><p>29</p><p>Save the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>30</p><p>Maintaining Purchasing Organization:</p><p>Save the Data</p><p>Is-Retail Configuration and Scenarios Document</p><p>31</p><p>Assigning Purchase Organization to company Code:</p><p>Assign & then save</p><p>the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>32</p><p>Assign Purchasing Organization to Site:</p><p>Assign & then save</p><p>the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>33</p><p>Defining Shipping Point:</p><p>Is-Retail Configuration and Scenarios Document</p><p>34</p><p>Is-Retail Configuration and Scenarios Document</p><p>35</p><p>Assigning shipping point to site</p><p>Is-Retail Configuration and Scenarios Document</p><p>36</p><p>RETAIL MASTER DATA</p><p>Is-Retail Configuration and Scenarios Document</p><p>37</p><p>2) Retail Master Data</p><p>2.1) Site Creation</p><p>2.1.1) Site Creation (DC)</p><p>Activity Creating Site</p><p>Path SAP Menu�Logistics�Retailing�Master Data�Site</p><p>Data�Assortment�Module�Create</p><p>T.Code WB01</p><p>Enter Site Name and Site profile</p><p>Is-Retail Configuration and Scenarios Document</p><p>38</p><p>Fill up the details under the</p><p>“Organization/Calendar” tab</p><p>& Write “IN” in “Calendar”</p><p>Fill up the details under the</p><p>“Address” tab</p><p>Is-Retail Configuration and Scenarios Document</p><p>39</p><p>Fill up the details under the</p><p>“Valuation/Inv Mgmnt” tab</p><p>Fill up the details under the</p><p>“Valuation/Inv Mgmnt” tab</p><p>Fill up the details under the</p><p>“Listing/req. plng” tab</p><p>Is-Retail Configuration and Scenarios Document</p><p>40</p><p>Fill up the details under the</p><p>“Purchasing/Distribution” tab</p><p>Fill up the details under the</p><p>“POS” tab</p><p>Is-Retail Configuration and Scenarios Document</p><p>41</p><p>Fill up the details under the</p><p>“Layout/blocks” tab (if</p><p>necessary). Press Save.</p><p>Assign vendor code for the site to</p><p>be created</p><p>Is-Retail Configuration and Scenarios Document</p><p>42</p><p>2.1.2) Site Creation (Store)</p><p>Assign customer code for the site</p><p>to be created. Save the data to</p><p>create the site.</p><p>Is-Retail Configuration and Scenarios Document</p><p>43</p><p>Mention the Site code and Site profile to</p><p>be created</p><p>Fill up the details under all</p><p>the tabs. Proceed as the steps</p><p>followed in DC creation, save</p><p>the data to create the store.</p><p>Is-Retail Configuration and Scenarios Document</p><p>44</p><p>2.2) Article Creation</p><p>Activity Creating Article</p><p>Path SAP Menu�Logistics�Retailing�Master Data�Article Data�Article�Create</p><p>T.Code WB01</p><p>Fill up the data corresponding to the</p><p>article to be created in all the views.</p><p>Is-Retail Configuration and Scenarios Document</p><p>45</p><p>The EAN has been determined</p><p>internally</p><p>on the basis of EAN</p><p>category.</p><p>Fill up the data in the Listing view.</p><p>Is-Retail Configuration and Scenarios Document</p><p>46</p><p>Click on the “Validity Area” tab</p><p>and mention the Sales Org &</p><p>Distr. Channel.</p><p>Is-Retail Configuration and Scenarios Document</p><p>47</p><p>Is-Retail Configuration and Scenarios Document</p><p>48</p><p>Is-Retail Configuration and Scenarios Document</p><p>49</p><p>Is-Retail Configuration and Scenarios Document</p><p>50</p><p>Save the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>51</p><p>2.3) Vendor Creation</p><p>Activity Creating Vendor</p><p>Path SAP Menu�Logistics�Retailing�Master Data�Vendor Data�Edit Vendors�Other</p><p>Vendors�Create� Central</p><p>T.Code XK01</p><p>Is-Retail Configuration and Scenarios Document</p><p>52</p><p>Is-Retail Configuration and Scenarios Document</p><p>53</p><p>Is-Retail Configuration and Scenarios Document</p><p>54</p><p>Is-Retail Configuration and Scenarios Document</p><p>55</p><p>Is-Retail Configuration and Scenarios Document</p><p>56</p><p>Save</p><p>Is-Retail Configuration and Scenarios Document</p><p>57</p><p>New Vendor created</p><p>Is-Retail Configuration and Scenarios Document</p><p>58</p><p>RETAIL PROCESSES</p><p>Is-Retail Configuration and Scenarios Document</p><p>59</p><p>3) Processes:</p><p>3.1) Assortment Listing:</p><p>3.1.1)</p><p>Activity Creating Assortment Module</p><p>Path SAP Menu->Logistics->Retailing->Master Data-</p><p>>Assortment/Listing->Assortment->Module->Create</p><p>T.Code WSO1</p><p>Enter the name of new</p><p>Assortment module and</p><p>Press Enter</p><p>Is-Retail Configuration and Scenarios Document</p><p>60</p><p>Note: One can also vary the validity of assortment module by changing Valid</p><p>from and To fields.</p><p>3.1.2)</p><p>Activity Creating General Assortment</p><p>Path SAP Menu->Logistics->Retailing->Master Data-</p><p>>Assortment/Listing->Assortment->General Assortment->Create</p><p>Enter Article to</p><p>be listed</p><p>Description of</p><p>Assortment module</p><p>Press Save</p><p>Is-Retail Configuration and Scenarios Document</p><p>61</p><p>T.Code WSOA1</p><p>Enter Assortment name</p><p>Select Assortment Type</p><p>Is-Retail Configuration and Scenarios Document</p><p>62</p><p>Enter Merchandise Category</p><p>Enter Sites (i.e. DC and Store) in which</p><p>the article is to be listed)</p><p>Save</p><p>Is-Retail Configuration and Scenarios Document</p><p>63</p><p>Select “Create Job without</p><p>parameter Control”</p><p>Select Immediate and</p><p>Press Save</p><p>Is-Retail Configuration and Scenarios Document</p><p>64</p><p>3.1.3)</p><p>Activity Assortment Assignment</p><p>Path SAP Menu->Logistics->Retailing->Master Data-</p><p>>Assortment/Listing->Assortment->Module->Assortment</p><p>Assignment</p><p>T.Code WSO5</p><p>Is-Retail Configuration and Scenarios Document</p><p>65</p><p>3.2) Pricing</p><p>3.2.1) Purchase pricing:</p><p>In Article master, Purchasing view:</p><p>Enter Assortment (created in previous</p><p>step) and then Press Save</p><p>Is-Retail Configuration and Scenarios Document</p><p>66</p><p>Net price of Article:</p><p>Price arrived at after taking all discounts and surcharges into account.</p><p>Effective price of Article:</p><p>End price after taking all conditions (for example, cash (prompt-payment)</p><p>discounts, delivery costs etc.) into account.</p><p>Net Price and Effective</p><p>price are defined here</p><p>Press the conditions button to</p><p>see purchase side conditions</p><p>Is-Retail Configuration and Scenarios Document</p><p>67</p><p>Other purchase side pricing conditions such as discounts (RA00 and RA01) can</p><p>also be added here:</p><p>3.2.2) Sales Pricing:</p><p>Purchase price can be</p><p>changed from here</p><p>Is-Retail Configuration and Scenarios Document</p><p>68</p><p>In Article master, sales view:</p><p>Net Sales Price: Sales price of a material without the taxes incurred by that</p><p>material.</p><p>Gross SP: Sales price of a material including all taxes incurred by that material</p><p>(value-added tax etc). When the material is sold to customer, this is the sales</p><p>price on which the consumer is billed.</p><p>Final Price: This is the final sales price that was determined in the sales price</p><p>calculation function.</p><p>Press this button to see</p><p>the sales price</p><p>conditions</p><p>Is-Retail Configuration and Scenarios Document</p><p>69</p><p>To create and change Sales Price conditions of an Article, one can also use</p><p>VKP5 and VKP1 respectively:</p><p>Activity Change Price Calculation</p><p>Path SAP Menu->Logistics->Retailing->Master Data->Pricing->Price</p><p>Calculation->Change</p><p>T.Code VKP1</p><p>Buttons to see the purchase and sales</p><p>conditions</p><p>Is-Retail Configuration and Scenarios Document</p><p>70</p><p>Changing the Final SP:</p><p>Press Execute button</p><p>One can change the Final SP from</p><p>here, Enter</p><p>Current Retail Price</p><p>Is-Retail Configuration and Scenarios Document</p><p>71</p><p>Enter the new Final SP and</p><p>press Enter</p><p>Check this and press Save</p><p>Is-Retail Configuration and Scenarios Document</p><p>72</p><p>We can see that the ‘Current Retail Price has been changed to Rs. 12:</p><p>Activity Display Price Calculation</p><p>Path SAP Menu->Logistics->Retailing->Master Data->Pricing->Price</p><p>Calculation->Display</p><p>T.Code VKP8</p><p>Is-Retail Configuration and Scenarios Document</p><p>73</p><p>Press F8:</p><p>3.3) MERCHANDISE CATEGORY</p><p>So, Current Retail price was changed</p><p>to INR 12 from INR 11 in last step</p><p>Is-Retail Configuration and Scenarios Document</p><p>74</p><p>3.3.1) MERCHANDISE CATEGORY HIERARCHY LEVEL</p><p>Activity Creating Merchandise Category Hierarchy Level</p><p>Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Merchandise</p><p>Category Hierarchy Level�Create</p><p>T. Code CLWM</p><p>OBJECTIVE: TO CREATE THE FOLLOWING MERCHANDISE CATEGORY HIERARCHY</p><p>CLOTHING</p><p>MEN’S LADIES</p><p>MEN’S SHIRT (MC)</p><p>Is-Retail Configuration and Scenarios Document</p><p>75</p><p>Write the Hierarchy Level that you want to</p><p>create</p><p>Fill up the details</p><p>Is-Retail Configuration and Scenarios Document</p><p>76</p><p>SIMILARLY CREATE THE HIERARCHY LEVEL FOR MEN’S & LADIES:</p><p>Save to create the hierarchy level</p><p>Is-Retail Configuration and Scenarios Document</p><p>77</p><p>Is-Retail Configuration and Scenarios Document</p><p>78</p><p>3.3.2) CREATING MERCHANDISE CATEGORY</p><p>Activity Creating Merchandise Category</p><p>Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Merchandise</p><p>Category�Create</p><p>T. Code WG21</p><p>Is-Retail Configuration and Scenarios Document</p><p>79</p><p>3.3.3) Assigning Merchandise Category Hierarchy</p><p>Give the name & description of the</p><p>Merchandise Category to be created.</p><p>Save the data to create the</p><p>Merchandise Category.</p><p>Is-Retail Configuration and Scenarios Document</p><p>80</p><p>Activity Merchandise Category Hierarchy assignments</p><p>Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Hierarchy</p><p>Assignment�Merchandise Category Hierarchy Assignment�Create</p><p>T. Code WG21</p><p>Is-Retail Configuration and Scenarios Document</p><p>81</p><p>Mention the Hierarchy Level</p><p>Assign the classes (E.g. here</p><p>“MEN’S” & “LADIES”) to the</p><p>hierarchy level</p><p>Is-Retail Configuration and Scenarios Document</p><p>82</p><p>3.3.4) Merchandise Category Assignment to the class</p><p>Activity Merchandise Category assignment to the class</p><p>Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Merchandise</p><p>Category �Change</p><p>T. Code WG22</p><p>Save the data</p><p>Is-Retail Configuration and Scenarios Document</p><p>83</p><p>Assign the Merchandise</p><p>Category to the class</p><p>Is-Retail Configuration and Scenarios Document</p><p>84</p><p>Save the data</p><p>Recheck to see whether the</p><p>Merchandise Category</p><p>hierarchy has been created or</p><p>not.</p><p>Is-Retail Configuration and Scenarios Document</p><p>85</p><p>Required Hierarchy</p><p>has been</p><p>created</p><p>Is-Retail Configuration and Scenarios Document</p><p>86</p><p>RETAIL SCENARIOS</p><p>Is-Retail Configuration and Scenarios Document</p><p>87</p><p>4) SCENARIOS</p><p>Following figure shows purchase cycle from external vendor and a stock transfer</p><p>cycle from one site (Distribution Centre) to another site (Store)</p><p>Distribution centre</p><p>Store</p><p>Store</p><p>Storage Location</p><p>Distribution centre</p><p>Storage Location</p><p>1. Stock Transfer Request</p><p>2. Check Availability</p><p>External Vendor</p><p>3. Raise a Purchase Order</p><p>4. Goods delivered</p><p>5. Sends Goods to Store</p><p>6. Receive Goods</p><p>Vendor Bills</p><p>Processing Vendor Bills</p><p>For demonstration of these scenarios we will be use following organizational</p><p>entities and data for a sample retail organization Vishal Megamart (VM):</p><p>Data Set:</p><p>Company Code: VM</p><p>Company: VM</p><p>Sales Org: VM</p><p>Distribution Channel: VR</p><p>Division: VR</p><p>Purchase Org: VM</p><p>Purchase Group: VM</p><p>Distribution Centre: VMD</p><p>DC Storage Location: VMD</p><p>Store: VMS</p><p>Store Storage Location: VMS</p><p>Store shipping point:VMS</p><p>DC Shipping Point: VMD</p><p>Article: VM</p><p>Article’s Merchandiser Category (MC): VM-1</p><p>Vendor: VMV</p><p>Stock Overview:</p><p>T.code:</p><p>Is-Retail Configuration and Scenarios Document</p><p>88</p><p>(i) MMBE</p><p>Note: Currently stock of article VM is 0 in both DC and Store.</p><p>(ii) RWBE: for retail specific stock overview this transaction should be used.</p><p>Advantage of this stock overview transaction is that it can display the details at</p><p>the MC (Merchandise Category) level as well.</p><p>Is-Retail Configuration and Scenarios Document</p><p>89</p><p>Complete scenario can be divided in two parts:</p><p>4.1) Purchase from External Vendor</p><p>4.1.1) Creation of PO (Step-3)</p><p>4.1.2) Goods Receipt at DC (Step-4)</p><p>4.2) Stock Transfer from DC to store</p><p>4.2.1) Creation of STO (Stock Transport Order) (Step-1)</p><p>4.2.2) Generation of Outbound delivery (Step-5)</p><p>4.2.3) Goods Receipt at Store (Step-6)</p><p>Is-Retail Configuration and Scenarios Document</p><p>90</p><p>4.1) Purchase from External Vendor</p><p>4.1.1)</p><p>Activity Creation of PO (Purchase Order) by DC</p><p>Path SAP Menu->Logistics->Retailing->Purchasing->Purchase Order-</p><p>>Create</p><p>T.Code ME21N</p><p>Press Enter</p><p>Is-Retail Configuration and Scenarios Document</p><p>91</p><p>Press Enter</p><p>Conditions:</p><p>Press Save button:</p><p>Is-Retail Configuration and Scenarios Document</p><p>92</p><p>4.1.2)</p><p>Activity Goods Receipt at DC</p><p>Path SAP Menu->Logistics->Retailing->Merchandise Logistics-</p><p>>Logistics Execution->Inbound Process->Goods Receipt for</p><p>Purchase Order, other transactions</p><p>T.Code MIGO</p><p>Is-Retail Configuration and Scenarios Document</p><p>93</p><p>Press Enter</p><p>Is-Retail Configuration and Scenarios Document</p><p>94</p><p>Click Post Button:</p><p>Now, Distribution centre VMD has received the goods from the external vendor</p><p>VMV. We can check the stock overview by transaction MMBE:</p><p>T.code:MMBE</p><p>Is-Retail Configuration and Scenarios Document</p><p>95</p><p>4.2) Stock Transfer from DC to Store</p><p>4.2.1)</p><p>Activity Creation of STO by Store</p><p>Path SAP Menu->Logistics->Retailing->Purchasing->Purchase Order-</p><p>>Create</p><p>T.Code ME21N</p><p>Is-Retail Configuration and Scenarios Document</p><p>96</p><p>Press Enter</p><p>Press Enter</p><p>Conditions:</p><p>Is-Retail Configuration and Scenarios Document</p><p>97</p><p>Shipping data:</p><p>Press Save:</p><p>4.2.2)</p><p>Activity 4.2.2.1) Generating Outbound delivery corresponding to STO</p><p>Path SAP Menu->Logistics->Customer service->Service Processing-</p><p>>Order->Customer Repair->Shipping->Outbound delivery-</p><p>>Create->Collective Processing of documents due for delivery-</p><p>>Sales orders and Purchase orders</p><p>T.Code VL10G</p><p>Is-Retail Configuration and Scenarios Document</p><p>98</p><p>Is-Retail Configuration and Scenarios Document</p><p>99</p><p>Press Background Button:</p><p>Is-Retail Configuration and Scenarios Document</p><p>100</p><p>Press this button to see the document no. of</p><p>generated outbound delivery</p><p>Is-Retail Configuration and Scenarios Document</p><p>101</p><p>4.2.2)</p><p>Activity 4.2.2.2) Doing PGI (Post Goods Issue) for the Outbound delivery</p><p>corresponding to STO</p><p>Path SAP Menu->Logistics->Customer service->Service Processing-</p><p>>Order->Customer Repair->Shipping->Outbound delivery-</p><p>>Change->Single Document</p><p>T.Code VL02N</p><p>Press Enter</p><p>Is-Retail Configuration and Scenarios Document</p><p>102</p><p>Enter Picked Quantity</p><p>Press PGI</p><p>Is-Retail Configuration and Scenarios Document</p><p>103</p><p>Running MMBE to check that the 100 PAC of Article VM have left the premises</p><p>of Distribution centre VMD:</p><p>Is-Retail Configuration and Scenarios Document</p><p>104</p><p>And to see the stock in transit, transaction MB5T can be used:</p><p>Is-Retail Configuration and Scenarios Document</p><p>105</p><p>4.2.3)</p><p>Activity Goods Receipt at Store</p><p>Path SAP Menu->Logistics->Retailing->Merchandise Logistics-</p><p>>Logistics Execution->Inbound Process->Goods Receipt for</p><p>Purchase Order, other transactions</p><p>T.Code MIGO</p><p>Is-Retail Configuration and Scenarios Document</p><p>106</p><p>Press Enter</p><p>Select Item OK and Press Check:</p><p>Is-Retail Configuration and Scenarios Document</p><p>107</p><p>Press Post Button:</p><p>Now, the store VMS has received the 100 PAC of article VM which was in transit.</p><p>We can see the stock overview through MMBE:</p><p>Is-Retail Configuration and Scenarios Document</p><p>108</p><p>This completes the entire retail scenario involving Purchase cycle from external</p><p>vendor and Stock transfer cycle from one site (Distribution centre VMD) to</p><p>another site (Store VMS).</p>