Is Retail Configurations Scenarios

IS-RETAIL CONFIGURATION AND SCENARIOS DOCUMENT

Prepared by:

Ankush Barapatre Anirban Bose

Is-Retail Configuration and Scenarios Document

2

TABLE OF CONTENT

1) Customization Settings required -------------------------------------------------- 3

2) Retail Master Data ----------------------------------------------------------------37

2.1) Site Creation ------------------------------------------------------------------------------37

2.1.1) Site Creation (DC) -----------------------------------------------------------------37

2.1.2) Site Creation (Store)---------------------------------------------------------------42

2.2) Article Creation ---------------------------------------------------------------------------44

2.3) Vendor Creation--------------------------------------------------------------------------51

3) Processes:-------------------------------------------------------------------------59

3.1) Assortment Listing: ----------------------------------------------------------------------59

3.2) Pricing --------------------------------------------------------------------------------------65

3.2.1) Purchase pricing:-------------------------------------------------------------------65

3.2.2) Sales Pricing:------------------------------------------------------------------------67

3.3) Merchandise Category -----------------------------------------------------------------73

3.3.1) Merchandise Category Hierarchy Levels ------------------------------------74

3.3.2) Creating Merchandise Category -----------------------------------------------78

3.3.3) Assigning Merchandise Category Hierarchy--------------------------------79

3.3.4) Merchandise Category Assignment to the class---------------------------82

4) SCENARIOS ----------------------------------------------------------------------87

4.1) Purchase from External Vendor -----------------------------------------------------90

4.2) Stock Transfer from DC to Store ----------------------------------------------------95


3

RETAIL CONFIGURATION

1) Customization Settings required


4

1.1) Company

Activity Defining Company Path SAP IMG�Enterprise Structure�Definition�Financial Accounting�Define Company T. Code SPRO

Click on the “New Entries”


5

Mention the details for the new

company to be created. The Save

the data.


6

Click “Copy Organizational

Object”


7

Copy data from Company Code

0001 to Company Code vm1


8

Click “No”


9

Data Copied


10


11


12

Edit Company Code Data as per your

requirement


13

Assign Company Code to company:


14

Defining Division

Save Data


15


16

Assigning Site to company code:


17

Save the data


18


19

Defining Distribution Channel:

Save the data


20

Click on “New Entries”


21

Assigning Sales Organization to Company Code:

Save the data


22

Assigning Distribution Channel to Sales Organization:

Save the Data


23

Assigning Division to Sales Organization:

Fill up the required details

& save the data


24

Click on “New Entries”

Save the Data


25

Setting Up Sales Area:


26

Assign Sales Organization,-Distribution channel-Site:

Fill up the details


27


28

Maintaining Storage Location:


29

Save the data


30

Maintaining Purchasing Organization:

Save the Data


31

Assigning Purchase Organization to company Code:

Assign & then save

the data


32

Assign Purchasing Organization to Site:

Assign & then save

the data


33

Defining Shipping Point:


34


35

Assigning shipping point to site


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RETAIL MASTER DATA


37

2) Retail Master Data 2.1) Site Creation 2.1.1) Site Creation (DC)

Activity Creating Site Path SAP Menu�Logistics�Retailing�Master Data�Site

Data�Assortment�Module�Create

T.Code WB01

Enter Site Name and Site profile


38

Fill up the details under the

“Organization/Calendar” tab

& Write “IN” in “Calendar”


“Address” tab


39


“Valuation/Inv Mgmnt” tab


“Valuation/Inv Mgmnt” tab


“Listing/req. plng” tab


40


“Purchasing/Distribution” tab


“POS” tab


41


“Layout/blocks” tab (if

necessary). Press Save.

Assign vendor code for the site to

be created


42

2.1.2) Site Creation (Store)

Assign customer code for the site

to be created. Save the data to

create the site.


43

Mention the Site code and Site profile to

be created

Fill up the details under all

the tabs. Proceed as the steps

followed in DC creation, save

the data to create the store.


44

2.2) Article Creation

Activity Creating Article Path SAP Menu�Logistics�Retailing�Master Data�Article Data�Article�Create T.Code WB01

Fill up the data corresponding to the

article to be created in all the views.


45

The EAN has been determined

internally on the basis of EAN

category.

Fill up the data in the Listing view.


46

Click on the “Validity Area” tab

and mention the Sales Org &

Distr. Channel.


47


48


49


50

Save the data


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2.3) Vendor Creation

Activity Creating Vendor Path SAP Menu�Logistics�Retailing�Master Data�Vendor Data�Edit Vendors�Other

Vendors�Create� Central T.Code XK01


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53


54


55


56

Save


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New Vendor created


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RETAIL PROCESSES


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3) Processes: 3.1) Assortment Listing: 3.1.1) Activity Creating Assortment Module Path SAP Menu->Logistics->Retailing->Master Data-

>Assortment/Listing->Assortment->Module->Create T.Code WSO1

Enter the name of new

Assortment module and

Press Enter


60

Note: One can also vary the validity of assortment module by changing Valid from and To fields.

3.1.2) Activity Creating General Assortment Path SAP Menu->Logistics->Retailing->Master Data-

>Assortment/Listing->Assortment->General Assortment->Create

Enter Article to

be listed

Description of

Assortment module

Press Save


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T.Code WSOA1

Enter Assortment name

Select Assortment Type


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Enter Merchandise Category

Enter Sites (i.e. DC and Store) in which

the article is to be listed)

Save


63

Select “Create Job without

parameter Control”

Select Immediate and

Press Save


64

3.1.3) Activity Assortment Assignment Path SAP Menu->Logistics->Retailing->Master Data-

>Assortment/Listing->Assortment->Module->Assortment Assignment

T.Code WSO5


65

3.2) Pricing 3.2.1) Purchase pricing: In Article master, Purchasing view:

Enter Assortment (created in previous

step) and then Press Save


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Net price of Article: Price arrived at after taking all discounts and surcharges into account. Effective price of Article: End price after taking all conditions (for example, cash (prompt-payment) discounts, delivery costs etc.) into account.

Net Price and Effective

price are defined here

Press the conditions button to

see purchase side conditions


67

Other purchase side pricing conditions such as discounts (RA00 and RA01) can also be added here:

3.2.2) Sales Pricing:

Purchase price can be

changed from here


68

In Article master, sales view:

Net Sales Price: Sales price of a material without the taxes incurred by that material. Gross SP: Sales price of a material including all taxes incurred by that material (value-added tax etc). When the material is sold to customer, this is the sales price on which the consumer is billed. Final Price: This is the final sales price that was determined in the sales price calculation function.

Press this button to see

the sales price

conditions


69

To create and change Sales Price conditions of an Article, one can also use VKP5 and VKP1 respectively: Activity Change Price Calculation Path SAP Menu->Logistics->Retailing->Master Data->Pricing->Price

Calculation->Change T.Code VKP1

Buttons to see the purchase and sales

conditions


70

Changing the Final SP:

Press Execute button

One can change the Final SP from

here, Enter Current Retail Price


71

Enter the new Final SP and

press Enter

Check this and press Save


72

We can see that the ‘Current Retail Price has been changed to Rs. 12: Activity Display Price Calculation Path SAP Menu->Logistics->Retailing->Master Data->Pricing->Price

Calculation->Display T.Code VKP8


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Press F8:

3.3) MERCHANDISE CATEGORY

So, Current Retail price was changed

to INR 12 from INR 11 in last step


74

3.3.1) MERCHANDISE CATEGORY HIERARCHY LEVEL

Activity Creating Merchandise Category Hierarchy Level Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Merchandise

Category Hierarchy Level�Create T. Code CLWM

OBJECTIVE: TO CREATE THE FOLLOWING MERCHANDISE CATEGORY HIERARCHY

CLOTHING

MEN’S LADIES

MEN’S SHIRT (MC)


75

Write the Hierarchy Level that you want to

create

Fill up the details


76

SIMILARLY CREATE THE HIERARCHY LEVEL FOR MEN’S & LADIES:

Save to create the hierarchy level


77


78

3.3.2) CREATING MERCHANDISE CATEGORY

Activity Creating Merchandise Category Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Merchandise

Category�Create T. Code WG21


79

3.3.3) Assigning Merchandise Category Hierarchy

Give the name & description of the

Merchandise Category to be created.

Save the data to create the

Merchandise Category.


80

Activity Merchandise Category Hierarchy assignments Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Hierarchy

Assignment�Merchandise Category Hierarchy Assignment�Create T. Code WG21


81

Mention the Hierarchy Level

Assign the classes (E.g. here

“MEN’S” & “LADIES”) to the

hierarchy level


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3.3.4) Merchandise Category Assignment to the class

Activity Merchandise Category assignment to the class Path SAP Menu�Logistics�Retailing�Master Data�Material Group Data�Merchandise

Category �Change T. Code WG22

Save the data


83

Assign the Merchandise

Category to the class


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Save the data

Recheck to see whether the

Merchandise Category

hierarchy has been created or

not.


85

Required Hierarchy has been

created


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RETAIL SCENARIOS


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4) SCENARIOS Following figure shows purchase cycle from external vendor and a stock transfer cycle from one site (Distribution Centre) to another site (Store)

Distribution centre

Store

Store

Storage Location

Distribution centre

Storage Location

1. Stock Transfer Request

2. Check Availability

External Vendor3. Raise a Purchase Order

4. Goods delivered

5. Sends Goods to Store

6. Receive Goods

Vendor Bills

Processing Vendor Bills

For demonstration of these scenarios we will be use following organizational entities and data for a sample retail organization Vishal Megamart (VM): Data Set: Company Code: VM Company: VM Sales Org: VM Distribution Channel: VR Division: VR Purchase Org: VM Purchase Group: VM Distribution Centre: VMD DC Storage Location: VMD Store: VMS Store Storage Location: VMS Store shipping point:VMS DC Shipping Point: VMD Article: VM Article’s Merchandiser Category (MC): VM-1 Vendor: VMV

Stock Overview: T.code:


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(i) MMBE Note: Currently stock of article VM is 0 in both DC and Store.

(ii) RWBE: for retail specific stock overview this transaction should be used. Advantage of this stock overview transaction is that it can display the details at the MC (Merchandise Category) level as well.


89

Complete scenario can be divided in two parts: 4.1) Purchase from External Vendor 4.1.1) Creation of PO (Step-3) 4.1.2) Goods Receipt at DC (Step-4) 4.2) Stock Transfer from DC to store 4.2.1) Creation of STO (Stock Transport Order) (Step-1) 4.2.2) Generation of Outbound delivery (Step-5) 4.2.3) Goods Receipt at Store (Step-6)


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4.1) Purchase from External Vendor 4.1.1) Activity Creation of PO (Purchase Order) by DC Path SAP Menu->Logistics->Retailing->Purchasing->Purchase Order-

>Create T.Code ME21N

Press Enter


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Press Enter Conditions:

Press Save button:


92

4.1.2) Activity Goods Receipt at DC Path SAP Menu->Logistics->Retailing->Merchandise Logistics-

>Logistics Execution->Inbound Process->Goods Receipt for Purchase Order, other transactions

T.Code MIGO


93

Press Enter


94

Click Post Button:

Now, Distribution centre VMD has received the goods from the external vendor VMV. We can check the stock overview by transaction MMBE: T.code:MMBE


95

4.2) Stock Transfer from DC to Store 4.2.1) Activity Creation of STO by Store Path SAP Menu->Logistics->Retailing->Purchasing->Purchase Order-

>Create T.Code ME21N


96

Press Enter

Press Enter Conditions:


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Shipping data:

Press Save:

4.2.2) Activity 4.2.2.1) Generating Outbound delivery corresponding to STO Path SAP Menu->Logistics->Customer service->Service Processing-

>Order->Customer Repair->Shipping->Outbound delivery->Create->Collective Processing of documents due for delivery->Sales orders and Purchase orders

T.Code VL10G


98


99

Press Background Button:


100

Press this button to see the document no. of

generated outbound delivery


101

4.2.2) Activity 4.2.2.2) Doing PGI (Post Goods Issue) for the Outbound delivery

corresponding to STO Path SAP Menu->Logistics->Customer service->Service Processing-

>Order->Customer Repair->Shipping->Outbound delivery->Change->Single Document

T.Code VL02N

Press Enter


102

Enter Picked Quantity

Press PGI


103

Running MMBE to check that the 100 PAC of Article VM have left the premises of Distribution centre VMD:


104

And to see the stock in transit, transaction MB5T can be used:


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4.2.3) Activity Goods Receipt at Store Path SAP Menu->Logistics->Retailing->Merchandise Logistics-

>Logistics Execution->Inbound Process->Goods Receipt for Purchase Order, other transactions

T.Code MIGO


106

Press Enter

Select Item OK and Press Check:


107

Press Post Button:

Now, the store VMS has received the 100 PAC of article VM which was in transit. We can see the stock overview through MMBE:


108

This completes the entire retail scenario involving Purchase cycle from external vendor and Stock transfer cycle from one site (Distribution centre VMD) to another site (Store VMS).

Is Retail Configurations Scenarios

Documents

retail configuration

scenarios document

retail master data

new company

edit company code data

company code vm1

assign company code

company activity