Bje s4cld1911 BPD en Us

Make-to-Order Production - Finished Goods Sales and Final Assembly (BJE_US) PUBLIC
Purpose © 2019 SAP SE or an SAP affiliate company. All rights reserved. 1

Test Script PUBLIC
SAP S/4HANA Cloud - 18-10-19
Make-to-Order Production - Finished Goods Sales and

Final Assembly (BJE_US)
Table of Contents
1 Purpose 3
2 Prerequisites 4
2.1 System Access 4
2.2 Roles 4
2.3 Master Data, Organizational Data, and Other Data 5
2.4 Business Conditions 7
2.5 Preliminary Steps 8
2.5.1 Initial Stock Posting for the Material in BoM 8
2.5.2 Create Master Data for Material FG227 (Optional) 9
3 Overview Table 11
4 Test Procedures 13
4.1 MTO Sales Processing (Material w/o Sales Order BoM) 13
4.1.1 Receive Customer Request for Quotation 13
4.1.2 Create, and Send Sales Quotation to Customer 14
4.1.3 Change Sales Quotation 16
4.1.4 Create Sales Order with Ref. to Quotation 18
4.2 MTO Sales Processing (Material with Sales Order BoM) (Optional) 21
4.2.1 Create Sales Order 21
4.3 Down Payment Processing 24
4.3.1 Create Down Payment Request 24
4.3.2 Post Down Payment 25
4.4 Production Planning 26
4.4.1 Material Requirements Planning for Sales Order 26
4.5 Process Technical Change BOM in Sales Order (Optional) 27
4.5.1 Change Order BOM for Sales Order 27
4.5.2 Recalculation of Costs in Sales Order 29
4.5.3 Rerun MRP for Sales Order 31
4.6 Production Processing 33
4.6.1 Create Production Order 33
4.6.2 Release Production Orders 35
4.6.3 Pick Components (Picking List) 37
4.6.4 Confirm Assembly Activities 38
4.6.5 Post Goods Receipt for Production Order 40
4.7 Delivery Processing 41
4.7.1 Create Delivery with Order Reference 41
4.7.2 Execute Picking 42
4.7.3 Post Goods Issue 42
4.8 Billing Process 43
4.8.1 Change Sales Orders (Remove Billing Block) 43
4.8.2 Billing 43
4.9 Review Manufacturing Object Pages 44
5 Appendix 46
5.1 Process Integration 46
5.2 Succeeding Processes 46
1 Purpose
The Make-to-Order process starts with a customer quotation and ends with the clearing of a customer account after a payment is received.
The process starts with the creation of a quote that includes a price and lead time estimate. Once the customer accepts the quote, a sales order is created that references the quote. The billing
plan containing multiple customer payments (including down payment) may be set up in the order.
The production process is triggered by a Material Requirement Planning (MRP) run for the finished product and BoM components. Once the finished product is manufactured (and confirmations
entered and components issued) and received into stock, the delivery and final billing occurs.
Optionally, you can set up an order BoM that contains the components required for the customer’s specific requirements. A cost estimate can be generated based on an order-specific BoM.
Components can be preplanned using the Make-to-Order Production - Semifinished Goods Planning and Assembly (1BM) scope item.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in
its own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps
must be added.
2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
2.1 System Access

The test is conducted in the following systems:
System Details
System Access using the SAP Fiori® Launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.2 Roles
Assign the following business roles to your individual test users.
Note The following roles are provided as example roles from SAP. You can use these as templates for your own roles.
Business Role Business Role ID as Delivered by SAP Log On

Internal Sales Representative SAP_BR_INTERNAL_SALES_REP
Billing Clerk SAP_BR_BILLING_CLERK
Accounts Receivable Accountant SAP_BR_AR_ACCOUNTANT
Production Planner SAP_BR_PRODN_PLNR
Production Supervisor - Discrete Manufacturing SAP_BR_PRODN_SUPERVISOR_DISC
Production Operator - Discrete Manufacturing SAP_BR_PRODN_OPTR_DISC
Warehouse Clerk SAP_BR_WAREHOUSE_CLERK
Shipping Specialist SAP_BR_SHIPPING_SPECIALIST
BOM Engineer SAP_BR_BOM_ENGINEER
Prerequisites © 2019 SAP SE or an SAP affiliate company. All rights reserved. 4
2.3 Master Data, Organizational Data, and Other Data
The organizational structure and master data of your company have been created in your system during activation. The organizational structure reflects the structure of your company. The
master data represents materials, customers, and vendors, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.
Master Value Details Comments
Material FG228 FIN228,MTO,PD,Batch-Fifo,SerialNo
Material FG227 FIN227,MTO,PD,SerialNo To test order BOM management process, you can use FG227.
Material SG21 SG21
Material SG22 SEMI22,PD,Phantom
Material SG25 SEMI25,PD,ExternalProcurement
Material SG23 SEMI23,PD,Subcontracting
Material RM13 RAW13,PD,Subcontracting
Material RM14 RAW14,PD,Subcontracting
Material SG224 SEMI224,MTO,PD,Subassembly
Material RM16 RAW16,PD
Material RM27 RAW27,PD,PackagingBox
Material RM122 RAW122,PD,Batch-Fifo,ProcureImport
Material RM124 RAW124,VB,Consumption,FixedBin
Material RM128 RAW128,PD,Consignment
Customer 17100001 Domestic US Customer 1
Plant 1710 Plant 1 US
Master Value Details Comments
Storage Location 171A Std. storage 1
Storage Location 171B Std. storage 2
Shipping Point 1710 Shipping Point 1710
Sales Organization 1710 Dom. Sales Org
Distribution Channel 10 Direct Sales
Division 00 Product Division 00
Bill of Material Structure SG224

This overview shows the bill of material structure and the usage of each component if you have activated all optional enhancements.
Material Level Material Type Unit Characteristic of Material

SG224 0 SEMI PC Semifinished Good Repetitive Manuf.
RM124 1 RAW PC Raw Material
Bill of Material FG228 and FG227

This overview shows the bill of material structure and the usage of each component if you have activated all optional enhancements.
Material Level Material Type Unit Characteristic of Material Optional Enhancements

FG228 0 FERT PC Finished Good for MT0 processing with batch and serial number processing Batch processing for Finished Good optionally
FG227 0 FERT PC Finished Good for MT0 processing with batch and serial number processing Batch processing for Finished Good optionally
SG21 1 SEMI PC SF Repetitive Manufacturing
RM12 2 RAW PC External procured Initial Stock Posting
SG22 1 SEMI PC SF, Phantom Assembly Initial Stock Posting
SG23 1 SEMI PC External procured with subcontract

RM13 2 RAW PC External procured
Material Level Material Type Unit Characteristic of Material Optional Enhancements
RM14 2 RAW PC External procured
RM122 1 RAW PC External procured with Batch Management (FIFO-Strategy) Initial Stock Posting
RM128 1 RAW PC External procured with Consignment Processing Initial Stock Posting
SG25 1 SEMI PC SF Ext. Procurement Initial Stock Posting
SG224 1 SEMI PC Internal production of subassembly (MTO strategy)
RM27 1 RAW PC External procured, Packaging Box Initial Stock Posting
For more information on creating these master data objects, see the following Master Data Scripts (MDS)
Table 1: Master Data Script Reference
Master Data ID Description
BNT Create Product Master of Type "Finished Good"
BNR Create Product Master of Type "Raw Material"
BNS Create Product Master of Type "Semi-Finished Good"
BND Create Customer Master
BNJ Create Production Work Center
BNK Create Material BOM for Production and Sales
BNL Create Routing
BLD Create Production Version
2.4 Business Conditions

Before this scope item can be tested, the following business conditions must be met.
Scope Item Business Condition

BNU - Create Costing Run You have completed the steps described in the master data script.
Scope Item Business Condition
BNZ - Create New Open MM Posting Period You have completed the step described in the master data script. Posting Period is up-to-date.
2.5 Preliminary Steps
2.5.1 Initial Stock Posting for the Material in BoM

Initial stock posting is not required if you want to play through complete procurement or semifinished component production processes for selected materials in the multilevel BoM of FG228
and FG227.
1. For the semifinished material SG224, you can post initial stock. Alternatively, you can run the scope item 1BM to plan the demand for the semifinished product SG224 . You can produce it
before incoming sales orders for the finished good. In this case, you should run 1BM prior to creating the sales order.
2. For the semifinished material SG21, you can post initial stock. Alternatively, you can run the scope item BJH to produce the demand for the semifinished SG21 via Repetitive Manufacturing.
3. For the remaining semifinished and raw materials in the multilevel BoM of FG228 or FG227 you can post initial stock. Alternatively, you can run the procurement scope items.
Procedure
Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log On Log on to the SAP Fiori launchpad as Warehouse Clerk. The SAP Fiori launchpad displays.
2 Access the Open Post Goods Movement (MIGO) The Goods Receipt Other - Your User name screen
App displays.
3 Enter De- Make the following entries and choose Enter. You also post initial stock for material RM20 in case
tails ● Action: Goods Receipt you test with material FG227.
● Reference: Other
● Move Type: 561 -Init.entry of stBal.
● Material: All the material in BoM of FG228 and FG227 (Refer the table Bill of material
FG228 in section Master data)
Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment
● Quantity: Quantity, for example: <100>
● Plant: 1710
● Storage Location: 171B
If you do not want to do the initial stock for SG224, run the test script Make-to-Order Pro-
duction - Semifinished Goods Planning and Assembly (1BM).
4 Check Set Item OK indicator and choose Check.
5 Post Confirm the message that the batch has been created and choose Post.
2.5.2 Create Master Data for Material FG227 (Optional)

Material FG227 is used to test the order BOM change process in chapter 4.3.2 Post Down Payment. Therefore you create master data for material FG227 before start testing.
Follow below master data script to create relevant master data for material FG227.
Master Data ID Description Comment

BNT Create Product Master of Type "Finished Good" You can copy from material FG228 which is available in system.
Note In MRP 3 view, strategy group for material FG227 should be S5.
BNK Create Material BOM for Production and Sales Create a production BOM for material FG227 with reference to BOM of FG228.
BNL Create Routing Create routing for material FG227 with reference to group ID 41010046 and group counter 1.
BLD Create Production Version Create production version for material FG227.
BET Create Sales Pricing Condition Create pricing condition for material FG227. Refer to FG228.
Use Below organization data when you create master data.
Master Value Details
Plant 1710 Plant 1 US
Storage Location 171A Std. storage 1
Shipping Point 1710 Shipping Point 1710
Master Value Details
Sales Organization 1710 Dom. Sales Org
Distribution Channel 10 Direct Sales
Division 00 Product Division 00
3 Overview Table
The scope item Make-to-Order Production - Finished Goods Sales and Final Assembly consist of several process steps, reports, items provided in the table below.
Process Step Business Role Transaction/App Expected Re-

sults
MTO Sales Processing (Material w/o Sales Order BoM) [page ] 13
Receive Customer Request for Quotation [page ] 13
Create, and Send Sales Quotation to Customer Internal Sales Representative Manage Sales Quotations (F1852)
[page ] 14
Change Sales Quotation [page ] 16 Internal Sales Representative Manage Sales Quotations (F1852)
Create Sales Order with Ref. to Quotation [page ] Internal Sales Representative Manage Sales Orders (F1873)
18
MTO Sales Processing (Material with Sales Order BoM) (Optional)
Create Sales Order [page ] 21 Internal Sales Representative Manage Sales Orders (F1873)
Down Payment Processing
Create Down Payment Request [page ] 24 Internal Sales Representative Manage Sales Orders (F1873)
Post Down Payment [page ] 25 Accounts Receivable Accountant Post Incoming Payments (F1345)
Production Planning
Material Requirements Planning for Sales Order Production Planner Monitor Material Coverage - Net / Individual Segments (F2101)
[page ] 26
Process Technical Change BOM in Sales Order (Optional) [page ] 27
Change Order BOM for Sales Order [page ] 27 BOM Engineer Manage Order Bill of Material - Create, Change and Display BOMs
(F1813)
Recalculation of Costs in Sales Order [page ] 29 Internal Sales Representative Change Sales Orders (VA02)
Rerun MRP for Sales Order [page ] 31 Production Planner Monitor Material Coverage - Net / Individual Segments (F2101)
Production Processing
Overview Table © 2019 SAP SE or an SAP affiliate company. All rights reserved. 11
Process Step Business Role Transaction/App Expected Re-
sults
Create Production Order [page ] 33 Production Planner Monitor Material Coverage - Net / Individual Segments (F2101)
Release Production Orders [page ] 35 Production Supervisor - Discrete Manufac- Manage Production Orders (F2336)
turing
Pick Components (Picking List) [page ] 37 Production Operator - Discrete Manufactur- Pick Components for Production Orders (CO27)
ing
Confirm Assembly Activities [page ] 38 Production Operator - Discrete Manufactur- Confirm Production Operation (F3069)
ing
Post Goods Receipt for Production Order [page ] 40 Warehouse Clerk Post Goods Receipt for Production Order (F3110)
Delivery Processing
Create Delivery with Order Reference [page ] 41 Shipping Specialist Create Outbound Deliveries - From Sales Orders (F0869A)
Execute Picking [page ] 42 Shipping Specialist My Outbound Delivery Monitor (VL06O)
Post Goods Issue [page ] 42 Shipping Specialist My Outbound Delivery Monitor (VL06O)
Billing Process [page ] 43
Change Sales Orders (Remove Billing Block) [page ] Internal Sales Representative Manage Sales Orders (F1873)
43
Billing [page ] 43 Billing Clerk Create Billing Documents (F0798)
Review Manufacturing Object Pages [page ] 44 Any role for production listed in the Roles Search function
chapter
Overview Table © 2019 SAP SE or an SAP affiliate company. All rights reserved. 12
4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
4.1 MTO Sales Processing (Material w/o Sales Order BoM)
Prerequisite
Forecast for finished product is planned.
4.1.1 Receive Customer Request for Quotation
Purpose
A customer sends us a specification document (Customer_Specification_EN_<Country>.DOCX) and asks us to create a quotation based on the specification. The customer specification docu-
ment is assigned in a later step to the quotation.
You can download the document via the following link: Customer specification
Result
You, as a manufacturer, must create a sales quotation based on the specification received from the customer.
Test Procedures © 2019 SAP SE or an SAP affiliate company. All rights reserved. 13
4.1.2 Create, and Send Sales Quotation to Customer
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.
Business Role(s)
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
As a manufacturer, you have received a customer request for a make-to-order sales quotation in form of a customer specification document. The specification document from the customer
consists of detailed requirements that the product should fulfill to meet the customer’s expectations. This process step shows you how to create a sales quotation, and send it to the customer.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Repre- The SAP Fiori Launchpad displays.
sentative.
2 Access the App Open Manage Sales Quotations (F1852). The Manage Sales Quotations (F1852) dis-
plays.
3 Navigate to Create Sales Quotation On Manage Sales Quotations (F1852) screen, choose Create The Create Quotation: Initial screen displays.
Screen Quotation.
4 Enter Quotation Type and Sales Or- Make the following entries and choose Enter: The Create MTO Quotation: Overview screen dis-
ganization Quotation Type: QT plays.
# ment
Sales Organization: 1710
5 Enter the Quotation Details Make the following entries:

Sold -To - Party： 17100001
Ship - To - Party： 17100001

Cust. Reference: PO Number
Cust. Reference date：Today's Date
Req.deliv.date：Delivery Date (Today plus 1

month)
Valid to：A date (Today plus 6 weeks)
Material：FG228
Order Quantity：Quantity, for example: <10>
6 Save Choose Save (Ctrl+S). The order is saved and the quotation is sent to
the printer.
Note Ignore any pop-up windows.
Printing form
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1. Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launchpad displays.
2. Access the App Open Manage Sales Quotations (F1852). The Manage Sales Quotations
(F1852) screen displays.
3. Search for Sales Quota- Enter search terms in filter bar and choose Go. Sales quotation is displayed in result list.
tion For example: enter sales quotation number in Sales Quotation field.
Step # Comment
4. Navigate to Sales Quota- Click sales quotation number and choose Display Quotation. The Display Quotation xxx: Overview
tion Screen screen displays.
5. Check Output Condition On the Display Quotation xxx: Overview screen, choose More > Extras > Output > Header
> Edit .
6 Display Print Preview On the Display Quotation xxx: Output screen, select the line already created for the print Preview for PDF document displays.
output and choose Display PDF Document.
Result
You have created a quotation and sent it to the customer.
4.1.3 Change Sales Quotation
Test Administration
Business Role(s)
Purpose
After you have set the quotation to customer, the customer sends a specification document and requests a commercial change(discount). Therefore, you change the quotation and sent to the
customer. A file of the specification document is attached to sales quotation as well. This process step shows you how to change sales quotation.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launchpad displays.
2 Access the App Open Manage Sales Quotations (F1852). The Manage Sales Quotations (F1852) screen
displays.
3 Search for Sales Quotation Enter search terms in the filter bar and choose Go. Sales Quotation displays in result list.
For example: enter sales quotation number created in previous step in field
Sales Quotation.
4 Navigate to Sales Quotation Click Sales Quotation number and choose Change Quotation. The Change MTO Quotation XXXXXXXX: Over-
Screen view screen displays.
5 Create Attachment for Sales Choose Services for Object on top right corner of the screen, choose Create Import File screen Pops up.
Quotation Attachment.
6 Import File Choose Import from native file. The attachment was successfully created.
On the Open screen, choose local path and file Customer specification
which you download and click Open.
Click OK in pop-up screen that shows import finished.
Navigate back to import file screen, select file item, and click Choose to
close window.
7 Check Attachment Choose Services for Object on top right corner of screen, choose Attach- Attachment brings up in Service: Attachment list
ment list. screen.
8 Enter Discount Amount Select quotation item 10 and choose Condition. The Change Quotation screen displays.
Make the following entries under pricing elements and choose Enter.
Cnty: DPG4
Amount: 10
9 Save the Sales order Choose Save.
Result
You entered a customer discount and created an attachment for Sales Quotation.
4.1.4 Create Sales Order with Ref. to Quotation
Test Administration
Business Role(s)
Purpose
After the customer accepted the follow-on quotation, a customer order is created based on the negotiated quotation including a billing plan for a down payment. Finally, the order confirmation
is printed and can be sent to the customer. This process step shows you how to create sales order with Ref. to quotation.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail / Comment
Step #
1 Log On Log on to the SAP Fiori launchpad as an Inter- The SAP Fiori launchpad displays.
nal Sales Representative.
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders (F1873) screen displays.
Step #
3 Navigate to Create Sales On Manage Sales Orders (F1873) screen, se-
Order Screen lect the Create Sales Order VA01 button.
4 Enter the Order Type and Make the following entries and choose Create The dialog window Create with Reference displays.
the Sales Organization with Reference:
● Order Type: OR
● Sales Organization: 1710
5 Enter the Second Quota- Make the following entries and choose Copy. The Create MTO Standard Order: Overview displays.
tion Number Quotation: <The quotation from step
4.1.4>
6 Change the Delivery Make the following entries and choose Enter.
Date and Enter Order ● Cust. Reference: <reference number>
Details
● Cust. Reference Date: <Today's Date>
● Req. Delivery Date: <Today's Date +
1 Month>
● Delivery Plant:1710
7 Choose Billing Plan Select the item. Choose More > Goto > Item >
Billing Plan .
8 Choose Cancel If the Selection Criteria - Milestones for billing If the billing plan item ex-
plan dialog box displays, choose Cancel. isted, you can skip the step
9 -12.
9 Enter Details For the first line item (down payment), make
the following entries for the advance payment:
● Billing Date: <today's billing
date>
● Date description (DtDs): Y009
● Bill.value: <Downpayment value to
be invoiced>, for example, 10
● Date category(DCat): 03
Step #
Choose Enter, and delete the entry billing block
Y2 in field Block.
10 Enter Details For the second line item make the following en-
tries for the advance payment:
● Billing Date: <today's date +1
month>
11 Save Go back and choose Save. Note If the sales order might require approval, please refer to scope
item Sell from Stock (BD9), and complete the activities of Process Sales
Order Approval.
Printing form

Step # Comment
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders (F1873)
screen displays
3 Search For Sales Or- Enter search term(s) in filter bar and choose Go Sales order is displayed in result list.
der For example, enter sales order number in field Sales Order.
4 Navigate to Sales Or- Choose sales order number and choose Display Sales order. The Display Sales Order xxx: Overview
der Screen screen displays.
5 Check Output Condi- On the Display Standard Order xxx: Overview screen, choose More > Extras > Output > The document prints.
tion Header > Edit .
6 Display Print Preview On the Display Standard Order xxx: Output screen, select the line already created for the Choose your local destination and
print output and choose Display PDF Document. press Print.
4.2 MTO Sales Processing (Material with Sales Order BoM) (Optional)
4.2.1 Create Sales Order
Test Administration
Business Role(s)
Purpose
Create a sales order according to customer requirement. Later customer may require a technical change for the product. In this case, a sales order is created without reference to quotation. For
this test, you can use sample material FG227.
Procedure
Step #
1 Log On Log on to the SAP Fiori launchpad as an Internal The SAP Fiori launchpad displays.
Sales Representative.
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders (F1873) screen displays.
3 Navigate to Create Sales On Manage Sales Orders (F1873) screen, se-

Order Screen lect the Create Sales Order VA01 button.
Step #
4 Enter the Order Type Make the following entries and choose Create The Create with Reference dialog box displays.
and the Sales Organiza- with Reference:
tion
● Order Type: OR
● Sales Organization: 1710
5 Enter the Sales Order Make the following entries: The Create MTO Standard Order: Overview displays.
Details ● Sold-to Party: 17100001
● Ship-to Party: 17100001
● Cust. Reference: <PO Number>
● Cust. Reference date:<Today's Date>
● Req.deliv.date：<Delivery Date (To-

day plus 1 month)>
● Material：FG227
● Order Quantity：Quantity, for example:

<10>
6 Choose Billing Plan Select the item. Choose More > Goto > Item >
Billing Plan .
7 Choose Cancel If the Selection Criteria - Milestones for billing If the billing plan item ex-
plan dialog box displays, choose Cancel. isted, you can skip the step
9 -12.
8 Enter Details For the first line item (Down Payment), make
the following entries for the advance payment:
● Billing Date: <today's billing date>
● Bill.value: <Downpayment value to
be invoiced>, for example, 10
Choose Enter, and delete the entry billing block
Y2 in field Block.
Step #
9 Enter Details For the second line item make the following en-
tries for the advance payment:
● Billing Date: <today's date +1
month>
10 Save Go back and choose Save. Note If the sales order might require approval, refer to scope item Sell
from Stock (BD9), and complete the activities of Process Sales Order
Approval.
After sales order is saved, you can check costing of sales order in dis-
play mode.
Follow menu path More > Extras > Costing .
On the Costing Structure session, check if the component is the same
as in BOM of FG227.
Printing form

Step # Comment
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders (F1873)
screen displays
3 Search For Sales Or- Enter search term(s) in filter bar and choose Go Sales order displays in result list.
der For example, enter sales order number in field Sales Order.
Step # Comment
4.3 Down Payment Processing
4.3.1 Create Down Payment Request
Test Administration
Business Role(s)
Purpose
This process step shows you how to create an invoice according to your billing plan. Finally, you print out the down payment request and sent it to your customer.
Procedure
To execute this activity, process the following steps using the master data from this document (see also the following table).
Sales Order Processing with Customer Down Payment(BKJ)
● Create Down Payment Request
4.3.2 Post Down Payment
Test Administration
Business Role(s)
Purpose
This process step shows you how to post the down payment received from your customer.
Procedure
● Post Down Payment
4.4 Production Planning
4.4.1 Material Requirements Planning for Sales Order
Test Administration
Business Role(s)
Purpose
This process step shows you how to start the MRP run for the sales order you created before.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Production Planner. The SAP Fiori launchpad displays.
2 Access the App Open Monitor Material Coverage - Net / Individual Segments (F2101). The The Monitor Material Coverage - Net / Individual
Segments screen displays.
3 Check Default Area On the Monitor Material Coverage - Net / Individual Ssegments screen, select your If there is no entry for Plant 1 DE on the Area of
of Responsibility user name and choose the MRP Settings icon. On the MRP Settings screen, choose Responsibility screen, choose Add to select it and
Area of Responsibility. then choose OK.
Step # Comment
Check if only the following entry displays: For other plant entries, choose Delete to remove
Plant 1 DE them and then choose OK.
4 Select the Material Mark the checkbox of the following entries and choose Manage Material. The Material screen and Material Details screen dis-
● Material: FG228 or FG227 <Depends on which mate-rial you test plays.
with> Note that you select the right individual segment for
● Individual Segment: CustSt xxxxxxxx-10 <the quotation or sales the customer order.
order number created by you>
5 Start MRP Run Choose Start MRP run. A MRP run is started immediately in background.
6 Check Generated Choose the generated planned order, and choose Open Planned Order. The Application Jobs table refreshes.
Planned Order Choose Component Overview, check if the components are the sames as in BoM of
FG228 or FG227.
4.5 Process Technical Change BOM in Sales Order (Optional)

This step is valid only when you create sales order with material FG227 in previous step 4.2 MTO Sales Processing (Material with Sales Order BoM) (Optional).
4.5.1 Change Order BOM for Sales Order
Test Administration
Business Role(s)
Purpose
The customer asks for a technical change for finished goods. In this step, you therefore create an order BOM for the sales order and maintain order BOM according to customer requirement
(adding material RM20 for this testing).
This process step shows you how to create an order BOM for sales order and maintain the order BOM according to customer requirement.
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as an BOM Engineer. The SAP Fiori launchpad displays.
2 Access the App Open Manage Order Bill of Material - Create, Change and Display BOMs The Manage Order Bill of Material screen dis-
(F1813). plays.
3 Select Material BOM Choose Copy Material BOM. Enter following value in the dialog box and
choose Go.
● Material: FG227
● Plant: 1710
● BOM Usage: 1
Choose the searched material BOM and choose OK.
4 Create Order BOM for Sales Make the following entries and choose Copy.
Order ● Sales Order: <Sales order number created in previ-
ous step)
● Sales Document Item: 10
● Material: FG227
● BOM Usage: 1
5 Maintain Order BOM Choose + Add button on the tool bar. For item 0100, enter the following
value.
● Component: RM20
● Component Quantity: 100 PC
# ment
6 Save Order BOM Choose Save. The message Bill of material saved
displays.
4.5.2 Recalculation of Costs in Sales Order
Test Administration
Business Role(s)
Purpose
After order BOM is changed, you recalculate the sales order and put additional price for extra component. A order confirmation is printed and can be sent to customer.
Procedure

Step # Comment
2 Access the App Open Change Sales Orders (VA02). The Change Sales Orders screen displays.
Step # Comment
3 Navigate to Chang Sales On the Change Sales Orders screen, enter the following value and choose Con-
Order Screen tinue.
Order: <Sales order number created in previous step>
4 Recost Sales Order Choose following menu path More > Extras > Costing . In the Marked Cost Esti- On the Costing Structure session, check if compo-
mate dialog box , choose Recost. nent RM20 is taken into calculation.
Choose Continue and dialog screen.
Press Enter on the Sales Order Costing screen.
5 Save Costing Result Choose Save. In the Update Parameters dialog box , choose Continue and Save.
Choose Yes in The costing has not been marked dialog box.
6 Add Additional Price On the Change Sales Order Overview screen, choose line item and choose Item
Cconditions icon on the tool bar above All Items sections.
In the Pricing Elements table , add the following value in the last row.
● CnTy: DRQ1
● Amount: for example, 2
● CrCy: USD
● Per: 1
● UoM: PC
Press Enter.
7 Save Changed Sales Choose Save.
Printing form

Step # Comment
2 Access the App Open Manage Sales Orders (F1873). The Manage Sales Orders screen dis-
plays
Step # Comment
3 Search For Sales Or- Enter search term(s) in filter bar and choose Go Sales order displays in result list.
der For example, enter sales order number in the Sales Order field.
4.5.3 Rerun MRP for Sales Order
Test Administration
Business Role(s)
Purpose
You have added a material for the finished good and evaluate the effects by rerun MRP for the sales order.
Procedure

Step # Comment
2 Access the App Open Monitor Material Coverage - Net / Individual Segments (F2101). The Monitor Material Coverage - Net / Individual Seg-
ments screen displays.
3 Check Default Area On the Monitor Material Coverage - Net / Individual Segments screen, select your If there is no entry for Plant 1 DE on the Area of
of Responsibility user name and choose MRP Settings icon. On the MRP Settings screen, choose Area Responsibility screen, choose Add to select it and then
of Responsibility. choose OK.
Check if only the following entry displays: For other plant entries, choose Delete to remove them
Plant 1 DE. and then choose OK.
● Material: FG227 plays.
● Individual Segment: CustSt xxxxxxxx-10 <the quotation or Note that you select the right individual segment for
sales order number created by you> the customer order.
5 Start MRP Run Choose Start MRP run. A MRP run is started immediately in background.
6 Check Generated Choose the newly generated planned order, and choose Open Planned Order.
Planned Order Choose Component Overview, check the new components RM20 is added.
Result
Planned order for the final assembly of material finished good FG227 is updated.
4.6 Production Processing
4.6.1 Create Production Order
Test Administration
Business Role(s)
Purpose
This process step shows you how to create production order without external processing operation.
Prerequisite
Planned orders for assembly finished good (FG228 or FG227) is generated in the same way as for parts production.
Precedure
Access the transaction choosing one of the following navigation options:
Step # Comment
2 Access the App Open Monitor Material Coverage - Net / Individual Segments (F2101). The Monitor Material Coverage - Net / Individual Seg-
ments screen displays.
3 Check Default Area On the Monitor Material Coverage - Net / Individual Segments screen, select your If there is no entry for Plant 1 DE on the Area of
of Responsibility user name and choose MRP Settings icon. On the MRP Settings screen, choose Responsibility screen, choose Add to select it and
Area of Responsibility. then choose OK.
Check if only the following entry displays: For other plant entries, choose Delete to remove
Plant 1 DE. them and then choose OK.
● Material: FG228 or FG227 plays.
● Individual Segment: CustSt xxxxxxxx-10 <the quotation or Note that you select the right individual segment for
sales order number created by you> the customer order.
5 Find Planned Order Find the generated planned order.
6 Convert Planned Or- Select Convert from the Action dropdown list. Choose Convert, and choose OK. The production order is created.
der to Production Or-
der
7 Rescheduling Check In the Stock/Requirements List, the Rescheduling column displays the rescheduling Corresponding actions perform.
(Optional) status of the following MRP Elements.
● PurReq
● Purchase Orders
● Planned Orders
● Production Orders
● Process Orders
If necessary actions can be performed, below icons in the Rescheduling column dis-
play via pushing buttons. Push the buttons and corresponding actions perform di-
rectly.
● Reschedule in (Bring operation forward if the receipt element lies after the re-
quirement date)
Step # Comment
● Reschedule out (Postpone operation, if the receipt element lies before the re-
quirement date)
● Plan Process according to schedule
● Cancel Process
● Excess Stock
● Excess in individual segment
4.6.2 Release Production Orders
Test Administration
Business Role(s)
Prerequisite
The production order created by the MRP controller is assigned a release date in accordance with the scheduling margin key.
Purpose
This process step shows you how to release production orders.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Production Supervisor - Discrete Manufac- The SAP Fiori launchpad displays.
turing.
2 Access the App Open Manage Production Orders (F2336). The Manage Production Orders (F2336) screen dis-
plays.
3 Check Default Area On the Manage Production Orders (F2336) screen, make the following entries: If no entry for Plant 1 DE (1010) on the Area of
of Responsibility (Su- Check Default Area of Responsibility (supervisor). Responsibility(Supervisor) screen, choose Add to se-
pervisor) lect it and then choose OK.
Select the user from the top left corner and click App settings > Area of Responsibil-
ity Production Supervisor . Check whether only this entry displays: For other plant entries, choose Delete to remove the
others and then choose OK.
Plant 1 DE (1010)
MTO w/o VC Val. (YB4)
4 Select Production Or- On the Manage Production Orders (F2336) screen, enter the following search The Manage Production Orders (F2336) screen dis-
der condition as filter. plays.
Click Adapt Filters to display more selection filter. Click More filters under Material
and Plant. Check the checkbox for Material and Plant and click Go. Choose OK. Ma-
terial and Plant fields are then added to filter bar.
Status: Created
Material: FG228 or FG227
Plant: 1710 <production plant>
Click Go to execute.
Choose the filtered production order entry.
5 Execute Release Choose Release in the top right corner. Order is released.
4.6.3 Pick Components (Picking List)
Test Administration
Business Role(s)
Purpose
The released production order is now ready for picking. Only those materials that are not in the service stock at the assembly aisle are to be picked. For picking, the operator selects the specific
picking list that can be called up directly with the production order number. The operator has a series of further selection options to allow for optimal worklist selection. This process step shows
you how to pick components(picking list).
Prerequisite
Ensure that sufficient material is present on stock. To check this, use the title Monitor Stock/Requirements List.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Operator - Discrete Manufac- The SAP Fiori launchpad displays.
turing.
2 Access the App Open Pick Components for Production Orders (CO27). The Picking List: Initial Screen displays.
Step # Comment
3 Enter Relevant Search Make the following entries and choose Execute. The Order Information System: Detail List of Com-
Criteria Profile: 000002 ponents screen displays.
Production Order: Your Production Order number
4 Picking Select the relevant reservations and choose Picking. A list of all the selected reservations displays.
5 Batch Determination Some materials are batch managed, for example: RM122, select relation line The Batch Determination MM: Select Batches
item and choose Batch Determination. screen displays.
6 Enter the Detail Make the following entries and choose Copy.
Split quantity: <Quality>
7 Post Choose Post to post the goods movements.
4.6.4 Confirm Assembly Activities
Test Administration
Business Role(s)
Purpose
The confirmation documents the processing status of orders, operations, sub operations, and individual capacities. It is an instrument for controlling orders. This scope item uses time event
confirmation. This process step shows you how to confirm assembly activities.
Note In practice, some operations produce scrap due to operational or component defects. To simulate this process, refer to Rework Processing - Work-in-Process scope item and perform steps
described in the related test scripts.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Operator The SAP Fiori launchpad displays.
- Discrete Manufacturing.
2 Access the App Open Confirm Production Operation (F3069). The Perform Work screen displays.
3 Enter Production Or- On the Perform Work screen, make the following entries
der and Operation and choose Enter:
● Order: The order no. you noted for the material Fin-
ished Good MTO (FG228 or FG227)
● Operation: for example, operation 0010
4 Enter Fields in Quan- In Quantities section, make the following entries:

tities Section ● Yield: <enter the amount you want to
Confirm>
● Scrap: <enter the amount you want to
Scrap>
5 Check Material In the Material Movements section, check the material list. The system shows you an overview table of all materials for which the with-
Movements drawing is done automatically with the confirmation of the operation.
No material is set for backflush (in material master) so that the system
shows no material.
6 Enter Fields in Activ- In the Activities section, make the following entries:
ities Section ● Setup: <enter the setup time you want to
confirm for this operation>
● Machine: <enter the machine time you
want to confirm for this operation >
● Labor: <enter the labor time you want to
confirm for this operation>
Step # Comment
7 Save Your Entries Choose Post and Complete to make final confirmation for Confirmation has been created.
this operation.
8 Repeat Steps Go back and repeat steps 3-7 for operation number 0020 to
0040, save your entries.
4.6.5 Post Goods Receipt for Production Order
Test Administration
Business Role(s)
Purpose
This process step shows you how to post the goods receipt for the production order.
Procedure
Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment
1 Log On Log on to the SAP Fiori launchpad as a Warehouse Clerk. The SAP Fiori launchpad displays.
Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment
2 Access the Open Post Goods Receipt for Production Order (F3110). The Post Goods Receipt for Production Order (F3110)
App screen displays.
3 Enter Details On the Post Goods Receipt for Production Order screen, make the following en-
tries and Choose Enter:
Order: <Production Order Number> (From previous step)
4 Check In Items section, select the item.
5 Post Choose Post. Goods receipt for production order has been done.
4.7 Delivery Processing
4.7.1 Create Delivery with Order Reference
Purpose
This process step shows you how to create delivery to customer.
Procedure
● Create Delivery
Result
You successfully created the delivery for the finished good.

4.7.2 Execute Picking
Purpose
In this step, we take goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.
Procedure
● Execute Picking
Result
You successfully picked finished goods for delivery.
4.7.3 Post Goods Issue
Purpose
This process step shows you how to post goods issue for the delivery.
Procedure
● Post Goods Issue
Result
You successfully picked finished goods for delivery.
4.8 Billing Process

During billing, the revenues for order items from make-to-order production are passed on to financial accounting. Once the item has been fully invoiced, the status is set to fully invoiced. In this
scope item, partial amounts are billed via down payment and closing invoice.
4.8.1 Change Sales Orders (Remove Billing Block)
Purpose
After the finished goods are shipped, it is ready to invoice the customer. The billing blocks in sales order are removed before billing takes place. This process step shows you how to change sales
orders(remove billing block).
Procedure
● Change Sales Orders (Remove Billing Block)
4.8.2 Billing
Purpose
This process step shows you how to bill the customer.
Procedure
● Billing
4.9 Review Manufacturing Object Pages
Test Administration
Business Role(s)
Purpose
This process step shows you how to review the different objects pages available for different roles in the area of manufacturing.
Procedure

Step # Comment
Note You can use any role in the Roles section above.
Step # Comment
2 Start Search Choose Search in the upper right area of the launchpad. An input field displays.
3 Search Criteria Make the following entries and choose Search: The system displays a list of objects that use the selected material.
BOM Header Material: Material (see the Master
Data section)
4 Display Object In the All field, choose Down arrow. The list of objects is limited to the object type selected. If no object is
Select an object and choose Search. selected, a message is displayed instead.
5 Tailor the Result Dis- Below the search line, choose a symbol (for example, filter, The results list is filtered according to your selections.
play display as table, sort) to filter the results list.
6 Review Production Or- Choose searched production order number and go into pro- If the product is configurable, you can choose Display in Items section
der Fact Sheet duction order fact sheet. to display configuration details for the product.
Check details in production order fact sheet.
7 Repeat Steps Repeat steps 1-5 for any other role in this test script and any The list of objects offered for search differs by the role you used to log
other object offered in the search function. on.
5 Appendix
5.1 Process Integration

The process to been tested in this test script is part of a chain of integrated processes.
5.2 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:
Process Business Condition

J59 - Accounts Receivable Complete the following activities:
● Posting a Customer Invoice in Accounting
● Overdue Receivables
● Display Customer Balances
● Manage Customer Line Items
BEI - Period-End Closing - Complete the following activities:

Plant ● Perform the period end financial accounting activities for the plant. These are executed collectively as a part of month-end closing, and can only be exe-
cuted once a month.
Appendix © 2019 SAP SE or an SAP affiliate company. All rights reserved. 46
Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions.
EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation,
upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
Appendix © 2019 SAP SE or an SAP affiliate company. All rights reserved. 47
www.sap.com/contactsap
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The information contained herein may be changed without prior notice.
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These materials are provided by SAP SE or an SAP affiliate company for in-
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Make-to-Order Production - Finished Goods Sales and Final Assembly (BJE_US) PUBLIC

Purpose © 2019 SAP SE or an SAP affiliate company. All rights reserved. 1

Make-to-Order Production - Finished Goods Sales and

2.1 System Access

Business Role Business Role ID as Delivered by SAP Log On

Billing Clerk SAP_BR_BILLING_CLERK

Accounts Receivable Accountant SAP_BR_AR_ACCOUNTANT

Production Planner SAP_BR_PRODN_PLNR

Production Supervisor - Discrete Manufacturing SAP_BR_PRODN_SUPERVISOR_DISC

Production Operator - Discrete Manufacturing SAP_BR_PRODN_OPTR_DISC

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK

Shipping Specialist SAP_BR_SHIPPING_SPECIALIST

BOM Engineer SAP_BR_BOM_ENGINEER

Master Value Details Comments

Material FG228 FIN228,MTO,PD,Batch-Fifo,SerialNo

Material SG21 SG21

Material SG22 SEMI22,PD,Phantom

Material SG25 SEMI25,PD,ExternalProcurement

Material SG23 SEMI23,PD,Subcontracting

Material RM13 RAW13,PD,Subcontracting

Material RM14 RAW14,PD,Subcontracting

Material SG224 SEMI224,MTO,PD,Subassembly

Material RM16 RAW16,PD

Material RM17 RAW17,PD

Material RM18 RAW18,PD

Material RM20 RAW20,PD

Material RM27 RAW27,PD,PackagingBox

Material RM122 RAW122,PD,Batch-Fifo,ProcureImport

Material RM124 RAW124,VB,Consumption,FixedBin

Material RM128 RAW128,PD,Consignment

Customer 17100001 Domestic US Customer 1

Plant 1710 Plant 1 US

Storage Location 171B Std. storage 2

Shipping Point 1710 Shipping Point 1710

Sales Organization 1710 Dom. Sales Org

Distribution Channel 10 Direct Sales

Division 00 Product Division 00

Bill of Material Structure SG224

Material Level Material Type Unit Characteristic of Material

RM124 1 RAW PC Raw Material

Bill of Material FG228 and FG227

Material Level Material Type Unit Characteristic of Material Optional Enhancements

SG21 1 SEMI PC SF Repetitive Manufacturing

RM12 2 RAW PC External procured Initial Stock Posting

SG22 1 SEMI PC SF, Phantom Assembly Initial Stock Posting

RM16 2 RAW PC External procured Initial Stock Posting

RM17 2 RAW PC External procured Initial Stock Posting

RM18 2 RAW PC External procured Initial Stock Posting

SG23 1 SEMI PC External procured with subcontract

RM120 1 RAW PC External procured Initial Stock Posting

SG25 1 SEMI PC SF Ext. Procurement Initial Stock Posting

SG224 1 SEMI PC Internal production of subassembly (MTO strategy)

RM27 1 RAW PC External procured, Packaging Box Initial Stock Posting

BNR Create Product Master of Type "Raw Material"

BNS Create Product Master of Type "Semi-Finished Good"

BND Create Customer Master

BNJ Create Production Work Center

BNK Create Material BOM for Production and Sales

BNL Create Routing

BLD Create Production Version

2.4 Business Conditions

Scope Item Business Condition

2.5 Preliminary Steps