advancedsaptraining-145637-phpapp02

1) ZZSDVA05 Searching by Grainger Product ID# (Pg 2)2) XD02 Changing Account Information (Pg 3) To: 2A. Changing Customer: General Data Screen (Pg 4) 2B. Sales Data Area (Pg 5) 2C. Customer Change: Sales Texts (Pg 6) 2D. Entering Text in Special Handling (Pg 7) 2E. Finished Result (Pg 8)3) ZZSDFIQ Searching by Credit Card Number (Pg 9)4) MD04 Searching for PO / STO Numbers (Pg 10)4A. Result Screen (Pg 11)5) ME21 Manual Branch Transfer a.k.a STO (Pg 12)6) How to look up original invoices (Pg 13)6A. Inside VA02 (Pg 14)6B. Inside Document Flow (Pg 15)7) How to look up tracking numbers (Pg 16)7A. Inside VA02 (Pg 17)7B. Inside Document Flow (Pg 18)7C. Inside Outbound Delivery (Pg 19)7D. Final Stage (Pg 20)

Click the green wording to go to that pageIndex8) Sending a email or fax confirmation through SAP (Pg 21)8A. Fast Entry (Pg 22)8B. Where to Go (Pg 23)8C. Output Screen Part 1 (Pg 24)8D. Output Screen Part 2 (Pg 25)

Step 1 - Enter Grainger Product ID number into the Material boxStep 2 - Depending on the situation, eliminating the date in the first box will search for all the orders in the US that have this product ID number.Note: If the customer does have a good memory on a time frame that the product was purchased, put a start date in the first box that best fits the customers description. 1. Searching by Grainger Product ID# Advanced SAP Training Go to Index

2. Changing a customers account info.Step 1 Enter in the account number that you wish to change.Step 2 (Please enter the following) Company Code = 0300Sales Organization = 0300Distribution Channel = 00Division = 00Step 3 When youre done entering the codes, press Enter.Go to IndexStep 1Step 2Click to go to next page

2A. Changing Customer: General Data ScreenFrom this screen you can adjust the account information from the name of the company to the address and phone number. Note: Any changes that are done must have a written document from the customer allowing us to change the account info. Go to IndexGo to previous screenTo add instructions or blanket POs to customers account so that it will show up on SOE click the Sales Area Data button where the arrow is pointing to.Click here to go to next step

Go to IndexGo to previous screenStep 1Step 22B. Sales Data AreaStep 1 Click on ExtrasStep 2 Scroll down and click on TextsClick here to Continue

Go to previous screenGo to IndexClick here to Continue2C. Customer Change: Sales TextsStep 1 - Double click Special Handling to input in customers requestedinstructions and/or Blanket PO(s).

Step 1

Go to previous screenGo to IndexEnter in the data that your customer would like to input in their account. After you are done, Save it. Note: After saving the first time, it will take you back to the previous screen where you need to press save again in order for your text to stick.Click here to see finished result2D

Finished ResultAs you can see, the text that you imputed through SAP, will show up on SOE Account front screen. These instructions will help better serve the customers and their specific needs.Go to IndexGo to previous screen2E

3) ZZSDFIQ Searching by Credit Card NumberGo to IndexStep 1Step 2Step 3Step 1 Enter in the fiscal year that the card was used.Note: Most of the time its usually the current year in question.

Step 2 Enter in the credit card that was used for the order.

Step 3 (Fill out just one section) If the customer has a fixed charge, enter that charge amount in the first and second box. If they give you an average amount, set a dollar range by putting a small amount in the first box and bigger amount in the second For the Authorized Date, do the same thing as the above but use dates.

4) MD04 Searching for POs / STO NumbersStep 1Step 2Step 1 Enter Grainger Part #Step 2 Enter Receiving Branch

Go to IndexClick here to Continue

Go to IndexStep 1 This is your internal PO that Grainger uses to track branch transfersStep 2 This is the order number that the PO is attached to. (Note MD04 is good way to find customer account info if the only thing they have is just a part number)

Step 1Step 24A Result ScreenClick to go to Previous Screen

5) Manual Branch Transfer a.k.a STO Step 1Step 2Step 3Step 4Step 5Step 6Step 7Step 1 - Enter in the branch number that will supplying the productStep 2 Drop down the box and select STO for Customer BO.Step 3 Purch. Org = psal / Purch. Group = 000 / Company Code = 0300Step 4 Input Grainger Product ID#Step 5 - Input the Qty needed from the Supply BranchStep 6 - Enter Present or Future date depending on the situationStep 7 - Enter the Receiving BranchStep 8 - Save it. If you did it right, a green bar will appear at the bottom of your screen. In this bar will have a number that starts with a 6. Copy the whole number and paste it in the backorder text of the order your doing the STO for.Go to IndexStep 8

6) How to look up original invoicesGo to IndexStep 2Step 1 Go into VA02Step 2 Enter in the order number that the customer needs an invoice for.Click to Continue

6A. Inside VA02Step 2Step 1Step 1 If its a single line order or if its a multiline order but came from the same branch then you dont have to highlight the line. Note: If a product is shipped out of a different branch or shipped out at a different time than the rest of the items, it will have its own invoice and you will have to high light each individual part.Step 2 Click on the Document Flow buttonClick to ContinueGo to IndexGo to previous screen

6B. Inside Document FlowStep 1Step 2Step 3Step 1 Click once on the Invoice part to highlight that section.Step 2 Go up and click on Environment.Step 3 Go down and click on Display Originals. Note: it will take a couple of minutes for a pdf.file to load and pop up on the screen.Go to IndexGo to previous screen

7) How to look up tracking numbersGo to IndexStep 2Step 1 Go into VA02Step 2 Enter in the order number that the customer needs a tracking number for.Click to Continue

7A. Inside VA02Step 2Step 1Step 1 If its a single line order or if its a multiline order but came from the same branch then you dont have to highlight the line. Note: If a product is shipped out of a different branch or shipped out at a different time than the rest of the items, it will have its own tracking number and you will have to high light each individual part.Step 2 Click on the Document Flow buttonClick to ContinueGo to IndexGo to previous screen

7B. Inside Document FlowStep 1Step 2Step 1 Click once on the Outbound Delivery to highlight that section.Step 2 Click on the Display document Button.Click to ContinueGo to previous screenGo to Index

7C. Inside Outbound DeliveryGo to previous screenClick to ContinueStep 1Step 3Step 2Step 1 Go up and select the Goto Button.Step 2 Go down and select Header.Step 3 Go down and select Text.Go to Index

Go to previous screenGo to Index7D. Final StageStep 2Step 1Step 3Step 1 Make sure your in the Texts tab.Step 2 Click once on the Tracking Numbers line on the left hand side.Step 3 Most of the time there will be a Ups # or sometimes a FedEx#.

8. Sending a email or fax confirmation through SAPGo to IndexStep 2Step 1 Go into VA02Step 2 Enter in the order number that the customer needs a confirmation for.Click to Continue

8A. Fast EntryGo to IndexStep 3Step 2Step 1Click to ContinueGo to previous screenStep 1 Click the Fast Entry button.Step 2 For fax confirmation, make sure there is a fax number present.Step 3 For email confirmation, make sure there is a valid email address present

8B. Where to GoGo to IndexGo to previous screenClick to ContinueStep 1Step 2Step 3Step 4After your done putting in either the fax number or email address, go out into the order screen.

Step 1 Go up and click on Extras.Step 2 Scroll down and click on Output.Step 3 Click or roll over Header.Step 4 Click on Edit.

8C. Output Screen Part 1Go to previous screenClick to ContinueGo to IndexStep 1Step 3Step 2

Go to previous screenGo to Index8D. Output Screen Part 2Step 1Step 2