Creating Sales Order

In this activity, to settle or invoice the rental fee for a period of time, you create SD orders.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics  Equipment and Tools Management  Transaction Data

 Settlement  SD Orders  Create SD Orders Transaction code J3GZ

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role ECO Equipment Administrator (DIMP)

(SAP_NBPR_EQUIPADMIN_ECO_DIMP-S)

Business role menu Equipment Administration  Settlement  SD Order  Create SD Orders Job Split (INPUT)

2. On the Input CEM Sales Orders with Job Split in SD screen, make the following entries:

Field name Description User action and values Comment Document no

PBE document number Noted in the previous step

Settlement date Today‘s date

Program starts as: Test Run

Program starts as: Upd. Run X

Settle equipment performance X

If test run is marked, the transaction J3GZ can be executed several times with the same document number. This can be used to test the customize settings during

implementation of ETM (CEM).

3. Choose Execute.

4. Choose Back. Choose Enter to confirm the message External job J3GNACHBEARBEITUNG started w serial number 12xxxxxx.

If you are running transaction via J3GZ, please choose Back to confirm the message, and then exit the screen. Otherwise, the system is blocked during next J3GZ run. In case the transaction is blocked, execute transaction code J3GN, choose the Refresh data option to unlock.

5. Choose Exit and go back to SAP Easy Access screen.

4.3.6 Logging for CEM SD Settlement Use

In this activity, you check a settlement log.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics  Equipment and Tools Management  Transaction Data

 Settlement  SD Orders  Settlement Log Transaction code /SAPCEM/SD_PROT

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role ECO Equipment Administrator (DIMP)

(SAP_NBPR_EQUIPADMIN_ECO_DIMP-S)

Business role menu Equipment Administration  Transaction data  Settlement  Log for ETM SD Settlement

2. Double-click the latest protocol entry.

<Date>Upd.run<Name>

3. All Messages to this settlement run are displayed.

4. Double-click the text SD order created of message 332.

5. All messages of this settlement run are displayed at the bottom of the screen under SD Order as shown below:

Sales doc. Sold-to pt Sender Recipient Resource ATyp Document No

5000AAA CI002 CA002 C00041 02 200000XXX

5000BBB CE030 CA002 CA002 C00041 02 200000XXX

SD order 5000AAA (document type J3G1) created for internal cost allocation SD order 5000BBB (document type J3G2) created for external invoice Double-click the document number (shipping document) or master data recipient/resource) the selected document or master data is displayed.

6. Note the SD order numbers. The data is now ready for the cost allocation via invoice.

The step of creating SD order documents is usually done once at the end of the period for all documents collectively.

7. Choose Exit and go back to SAP Easy Access screen.

4.3.7 Internal Cost Allocation 4.3.7.1 Displaying Sales Order Use

In this activity, you display the sales order.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics  Sales and Distribution  Sales  Order  Display Transaction code VA03

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role ECO Equipment Administrator (DIMP)

(SAP_NBPR_EQUIPADMIN_ECO_DIMP-S)

Business role menu Equipment Administration  Sales  Sales Order  Display Sales Order

2. On the Display Sales Order: Initial Screen, make the following entries and choose enter:

Field name Description User action and values Comment

Order 5000AAA Order number displayed in line 1

3. On the Display CEM cost settlement 5000AAA: Overview screen, select the line item 10 and choose Document at the bottom of the screen.

4. On the Display CEM cost settlement 5000AAA: Item data screen, choose the tab Object data for CEM and view the equipment relevant data.

5. On the Display CEM cost settlement 5000AAA: Item data screen, choose the tab Document data for CEM and view the document relevant data.

6. Choose exit and go back to SAP Easy Access screen.

4.3.7.2 Creating Billing Document Use

In this activity, you create the billing document.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics  Sales and Distribution  Billing  Billing Document  Create

Transaction code VF01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role ECO Equipment Administrator (DIMP)

(SAP_NBPR_EQUIPADMIN_ECO_DIMP-S)

Business role menu Equipment Administration  Sales  Billing  Create Billing Document

2. On the Create Billing Document screen, enter the sales document number 5000XXX in the document field and choose Enter.

3. On the CEM internal (J3G1) Create: Overview of Billing Items screen, save your entries.

4. Note the Billing document number displayed at the bottom of the screen.

5. Choose Exit and return to SAP Easy Access screen.

Result

The billing document is created.

4.3.7.3 Displaying Billing Document Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics  Sales and Distribution  Billing  Billing Document  Display

Transaction code VF03

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role ECO Equipment Administrator (DIMP)

(SAP_NBPR_EQUIPADMIN_ECO_DIMP-S)

Business role menu Equipment Administration  Sales  Billing  Display Billing Document

2. On the Display Billing Document screen, enter the Billing document number created in previous step in the field Billing Document and choose Accounting.

3. In the List of Documents in Accounting dialog box, choose the Accounting number and choose Choose.

4. On the Document Overview screen, you can view and note the bookings of the Accounting document. Choose cancel.

5. In the List of accounting documents dialog box, choose Cost Accounting doc and choose Choose.

6. On the Display Actual Cost Document screen, you can view ate booking of Cost Accounting document.

7. Choose Back and confirm the message to return to SAP Easy Access screen.

Result

Accounting Document is generated.