737 Erp605 Bb Configguide en Ru

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September 2011

English

Advanced Returns

Management – Customer

Returns (737)

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

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Copyright

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Icons

Icon Meaning Caution Example Note Recommendation Syntax External Process

Business Process Alternative/Decision Choice

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Cross-references to other documentation.

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Advanced Customer Returns Management

1 Purpose

This configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, use the SAP Best Practices Installation Assistant.

1.1 Designing Considerations General

This scenario describes sales order returns processing with quality management inspection. The process starts with the creation of a return sales order, which references to the original billing document for the goods. An RMA document is printed, and forwarded to the customer to be attached to the incoming goods. The goods are shipped back, and a return delivery is created with reference to the sales order that is specified on the RMA. The goods are inspected and subsequently either returned to stock, scrapped, or returned to the vendor. A credit memo is created from the billing run, and posted to the customer’s account.

1.2 Designing Considerations – Process Details and

Options

The Returns process was designed for the order to be created with reference to the original billing document, not the sales order.

The material is returned into the blocked stock (movement type 657). So it is not available for any other postings, except transfer postings within IM. After the material check, an additional transfer posting is used to post the material either to scrap it (555) or unrestricted stock (343). Within this option, the blocked stock is valuated. It is not necessary to use an additional storage location to restrict MRP relevancy. Accounting is triggered with the stock transfer posting. Revenue change with reference to the customer takes place via credit memo posting.

2 Preparation

2.1 Prerequisites

Before you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_ [zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, for

example, RET refers to the SAP Best Practices for Retail, [yy] depends on the language version, for example, EN for English language, and [zz] depends on the country version, for example, RU for Russia: Prerequisites_Matrix_RET_EN_RU.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\

[xx]_[zz]\Documentation\; ([xx] depends on the SAP Best Practices version and [zz] depends on the country version).

3 Configuration

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3.1.1 Adding MSR_REFUND_CODE to Allowed Fields

Procedure

1. Access the activity using one of the following navigation options: Transaction code SPRO

IMG menu Sales and Distribution  Basic Functions  Pricing  Pricing Control  Define Condition Tables

2. Choose Conditions: Allowed fields. 3. Choose Continue to confirm the message.

4. Choose New Entries, and make the following entries:

Field name Description User action and values Comment

Field MSR_REFUND_CODE

5. Choose Enter. 6. Choose Save.

3.1.2 Defining Condition Tables

Use

In this IMG activity, you define price dependencies. You can make prices, surcharges, and discounts dependent on almost all the fields in a document. You define these dependencies using the condition tables. In a condition table, you define the combination of fields for which you can create condition records.

Procedure

IMG menu Sales and Distribution  Basic Functions  Pricing  Pricing Control  Define Condition Tables

2. Choose Create Condition Table.

3. In the Table field, enter 995, and then choose Enter.

4. In the Field Catlg column, locate Sales Organization and double-click it. The field is copied to the Selected fields column.

5. Repeat the step 4 for Distribution Channel and Refund Code. 6. Choose Generate.

7. Choose Save.

3.1.3 Defining Access Sequences

Use

This activity defines access sequences. The access sequence is a search strategy, which the SAP System uses to search for condition records valid for a condition type. For example, you can define for a price that the SAP System first searches for a customer-specific price and then for a price list price.

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IMG menu Sales and Distribution  Basic Functions  Pricing  Pricing Control  Define Access Sequences

2. Double-click Maintain Access Sequences. Accept the warning dialog box. 3. Choose New Entries and make the following data:

AcSq YG02

Description Advanced Return about refund

4. Choose Enter.

5. Double-click Accesses.

6. Choose New Entries and make the following data:

No. 10

Table 995

7. Choose Enter.

8. Choose Save, and then choose Back.

3.1.4 Defining Condition Types

Use

This activity defines condition types. Price elements are represented in the SAP system by condition types. Price elements can be, for example, prices, surcharges, discounts, taxes or, freight, and are stored in the system in condition records. You can, for example, define whether a discount is calculated as a percentage or a fixed amount using the condition type. You specify an access sequence in every condition type. Thus, you define which fields the SAP system checks when searching for a valid condition record.

Procedure

IMG menu Sales and Distribution  Basic Functions  Pricing  Pricing Control  Define Condition Types

2. On the Choose Activity dialog box, double-click Maintain Condition Types.

3. On the Change View ‘Conditions: Condition Types’: Overview screen, choose New Entries.

4. Enter the following data:

Condit.Type YG04

Access Seq YG02

Cond.class A

Calculat.type A

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Plus/Minus X

Item condition Checked

Amount/percent Checked

Delete Checked

Delete fr. DB Do not delete (Set the deletion flag only) 5. Choose Save, and then choose Back.

3.1.5 Defining Pricing Procedure

Use

In this activity, you define the pricing procedure used.

Procedure

IMG menu Sales and Distribution  Basic Functions  Pricing  Pricing Control  Define and Assign Pricing Procedures

2. In the Choose Activity dialog box, choose Maintain Pricing Procedures.

3. On the Change View ‘Procedures’: Overview screen, select the entry for procedure YBAA01.

4. Double-click Control data.

5. Choose New Entries and make the following entries:

Step 121

Counter 0

CTyp YG04

Description Refund deduction

Fro 100 To Manual Required Statistical Print X SuTot Reqt 2 CalType BasType Acckey ERS Accruals

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3.1.6 Value Field Assignment

Procedure

1. Access the activity using one of the following navigation options: Transaction code KE4I

IMG menu Controlling  Profitability Analysis  Flows of Actual Values  Transfer of Billing Documents  Assign Value Fields

2. Double-click Maintain Assignment of SD Conditions to CO-PA Value Fields. 3. Make the following entries (XXXX, your Operating concern):

OpCo CTyp Name Val. fld Description Transfer

+/-10RU YG04 Refund decution KWMARB Article discount

4. Choose Back and double-click Maintain Assignment of MM Conditions to CO-PA Value Fields.

5. Make the following entries (XXXX, your Operating concern):

3.1.7 Defining Document Pricing Procedure

Use

You specify the document pricing procedure for each sales document type and or billing type.

Procedure

2. In the Choose Activity dialog box, choose Define document pricing procedure. 3. On the Change View ‘Pricing Procedures’: Overview screen, select New Entry 4. Enter Z as Document pricing procedure and Returns as description

3.1.8 Assigning Document Pricing Procedure

Use

You specify the document pricing procedure for each sales document type and billing type.

Procedure

2. In the Choose Activity dialog box, choose Assign document pricing procedures to order types.

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3. On the Change View ‘Sales Document Types: Document pricing procedure: Overview screen, change the following document pricing procedure

Sales Doc Type Description Document

Procedure Description

YCR2 CMR Advanced Return Z Returns

YRe2 Advanced Returns Z Returns

3.1.9 Defining Pricing Procedure Determination

Use

You define the pricing procedure determination, per sales area, customer pricing procedure and document pricing procedure.

Procedure

2. In the Choose Activity dialog box, choose Define Pricing Procedure Determination 3. On the Change View ‘Pricing Procedure: Determination in Sales Docs: Overview screen,

select New Entry and enter the following data

Sorg DChl DV DoPr CuPP PriPr Pricing

Procedure CTyp Conditiontype

1000 20 10 Z 1 YBAA01 Standard -

Gross Price

PROO Price

3.2 Sales and Distribution

3.2.1 Creating Sales Order Types for Advanced Returns

Use

The purpose of this activity is to create optional an individual sales order type to be used for returns.

Procedure

1. Access the activity using the following navigation options:

Transaction code SPRO

IMG menu Sales and Distribution  Sales  Sales Documents  Sales Document Header  Define Sales Document Types

2. On the Change View “Maintain Sales Order Types”: Overview screen, mark the line for sales document type RE2.

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4. Change the sales document type to YRE2, and maintain the text description as Advanced Returns.

5. Change the value in the Dlv-rel.billing type field from GA2 to YBRE. 6. Change the value in the Order-rel.bill.type field from GA2 to YBRE. 7. Save your settings.

8. Confirm the message for copying control with Yes. 9. Choose Back. Choose Back.

10. On the Change View “Maintain Sales Order Types”: Overview screen, mark the line for sales document type CR.

11. Choose Copy As.

12. Change the sales document type to YCR2, maintain the text description as CMR Advanced Return.

13. .Save your settings.

14. Confirm the message for copying control with Yes. 15. Choose Back.

3.2.2 Assigning Item Categories

Use

This activity will assign item categories to sales documents.

Procedure

1. Access the activity using one of the following navigation options: Transaction code SM30 (Customizing Object V_T184)

IMG menu Sales and Distribution  Sales  Sales Documents  Sales Document Item  Assign Item Categories

2. Choose New Entries. 3. Make the following entries:

SaTy ItCGr Usg. HLevI tCa

DfItC MItCa MItC a

MItC a

MItCa MItCa

YRE2 NORM REN2 REN

YCR2 NORM G2N GFN LFN

4. Choose Save.

3.2.3 Defining Schedule Lines

Use

Together with the sales document types and item categories, the schedule line categories contained in the standard SAP R/3 System cover the most common business transactions.

The SAP System can only copy items of a sales document to a delivery if they have schedule lines. The control of the schedule lines depends on the schedule line category.

Procedure

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IMG menu Sales and Distribution  Sales  Sales Documents  Schedule Line  Define Schedule Line Categories 2. Select Schedule line “AR” Choose Details.

3. Select the flag Item rel.f.dlv Choose Save.

3.2.4 Assigning Output Determination Procedures for the

Return Order

Use

The purpose of this activity is to assign output determination procedures to the return order type.

Procedure

1. Access the activity using the following navigation options: Transaction code V/43

IMG menu Sales and Distribution  Basic Functions  Output Control  Output Determination  Output Determination Using the

Condition Technique  Maintain Output Determination for Sales Documents  Assign Output Determination Procedures

2. On the Choose Activity dialog box, select Allocate sale documents header and choose enter.

3. On the Change View” Sales Documents Types –Output Assignment”: Overview screen, make the following entries:

Sales Document

Type Appln Output determ.proc. Output Type

YRE2 V1 V10000 BA00

RE2 V1 V10000 BA00

4. Choose Save.

Result

The output determination procedures are assigned.

3.2.5 Creating an Assign an Incompletion Procedure

Use

The purpose of this activity is to define when a sales document or sales activity should be regarded as incomplete and how the system should respond when you create a document.

Procedure

1. Access the activity using the following navigation options:

Transaction code OVA2

IMG menu Sales and Distribution  Basic Functions  Log of Incomplete Items  Define Incompleteness Procedures

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2. On the Display View “Groups”: Overview, select A Sales - Header and double-click folder Procedure

3. Choose Display  Change

4. Select 14-Credit Memo and chose Copy 5. Enter the following information

InProc Description

Z4 ARM

6. A pop up Specify object to be copied appears, chose copy all

7. Confirm the pop-up Information: Number of dependent entries copied. 8. Select Inproc Z4-ARM and double-click Fields

9. Select line VBAK AUGRU Order reason and chose Delete 10. Save your changes and return to Display IMG

11. Assign Incompleteness Procedure

Transaction code VAU2

IMG menu Sales and Distribution  Basic Functions  Log of incomplete Items  Assign Incompleteness Procedure

12. Chose Assign procedures to the sales document types

13. On the Change View” Error Logs for Sales Documents Header”: Overview screen, make the following entries:

Sales Document Type IncProc

YRE2 Z4

YBRE Z4

YCR2 Z4

14. Choose Save.

Result

3.2.6 Assigning Sales Area to Sales Document Types

3.2.6.1 Combining Distribution Channes

Use

In this menu option, you allocate the allowed order types to each sales area.

If you wish to check allowed sales document types, you must set up common sales areas. This means you must define common sales organizations, common distribution channels and common divisions. If, for example, you have define common divisions, then you must also define common distribution channels and sales organizations.

Procedure

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IMG menu Sales and Distribution  Sales  Sales Documents  Sales Documents Header  Assign sales Area to Sales Document Types 2. In the Choose Activity dialog box, choose Combine distribution channels.

3. On the Change View: Sales Documents. Allowed Order Types per Sales Org.: Overview screen, choose New Entries and make the following entries:

Sales Organization Distribution Channel Reference Division

1000 10

1000 20

1000 30

4. Choose Save and then choose Back.

3.2.6.2 Combining Division

Use

Procedure

IMG menu Sales and Distribution  Sales  Sales Documents  Sales Documents Header  Assign sales Area to Sales Document Types 2. In the Choose Activity dialog box, choose Combine divisions .

Sales Organization Distribution Channel Reference DisChannel

1000 10 10

1000 20 20

3.2.6.3 Assigning Sales Order Types Permitted for Sales

Areas

Use

In this menu option, you allocate the allowed order types to each sales area.

Procedure

IMG menu Sales and Distribution  Sales  Sales Documents  Sales Documents Header  Assign sales Area to Sales Document Types 2. In the Choose Activity dialog box, choose Assign sales order types permitted for sales

areas. (you can skip this step if you use transaction code to access)

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Reference Sales

Organization Reference Distribution Channel Reference Division Sales Document Type

1000 20 10 YRE2

1000 20 10 YCR2

1000 20 10 RE2

1000 20 10 GA2

3.2.7 Maintaining Copy Control from Return Sales Order to

CMR Advanced Return Order

Procedure

1. Access the activity using one of the following navigation options:

Transaction code VTFA

IMG menu Sales and Distribution  Sales Maintain Copy Control for Sales Documents

2. Choose Copying Control: Sales Document to Sales Document. 3. Choose Change.

4. Select the line with target GA2 and source RE2, then choose Copy As.

5. Change the From SalesDoc Type field to YRE2 and the Target Bill Type field to YCR2, and confirm your entry.

6. On item level, copy change Target SalesDocTyp YCR2 ItemCat Proposal to G2N. 7. Save your settings.

8. Choose Back.

3.2.8 Maintaining Copy Control from Sales Document to

Billing Document

Use

The purpose of this activity you define copying requirements and transferring data.

Procedure

IMG menu Sales and Distribution  Billing  Billing Documents Maintain Copy Control for Billing Documents

2. Double-click Copying control: Sales document to billing document 3. Choose Change.

4. Choose the line G2 and Source RE2. 5. Choose Copy As.

6. Change the Target SalesDoc Type to YRE2 and Taget Billing Type YBRE. 7. Copy all dependent item data.

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9. Choose Back.

3.2.9 Maintaining Copy Control from Billing to Return Sales

Order

Use

The purpose of this activity is to create an appropriate sales order type to be used for returns.

Procedure

IMG menu Sales and Distribution  Sales  Sales Documents  Maintain Copy Control for Sales Documents

2. On the Change View “Header”: Overview screen, choose Copying Control: Billing Document to Sales Document, then choose Details.

3. Choose Change.

4. Choose the target line YBRE and Source F2. 5. Choose Copy As.

6. Change the Target SalesDoc Type to YRE2. 7. Copy all dependent item data.

8. Select item data, then choose TAN, choose Copy As.

9. Change the value in field source item category to LZN and then change the value in field target item category to RE2.

10. Return to the Change View “item”: Overview screen. 11. Choose TAN and delete the entry.

12. Repeat step 11 with all other item categories except item category LZN. 13. Save your settings

14. Choose Back.

3.2.10 Specifying Storage Locations for Follow-Up Activities

Use

You can specify default storage locations for goods movement postings related to specific logistical follow-up activities in Advanced Returns Management.

Specify the storage location that is used when you specify the logistical follow-up activity Immediately Move to Specified Stock in a returns order item.

Procedure

IMG menu Logistics - General  Advanced Returns Management  General Settings  Goods Movement Settings for Follow-Up Activities  Specify Storage Locations for Follow-Up Activities

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2. On the Change View “Storage Locations for Follow-Up Activities”: Overview screen, select the entry with shipping point VS01 and Seite VZ01.

3. In the field “Recv.Site” maintain the value 1007. 4. Save your settings.

5. Choose Back.

3.2.11 Maintaining Copy Control from Return Sales Order to

Return Delivery

Procedure

Transaction code VTLA

IMG menu Logistics Execution  Shipping  Copying Control  Specifiy Copy Control for Deliveries

2. On the Change View “Header”: Overview screen, choose Change.

3. Select the line with target LR2 and source RE2, and then choose Copy As. 4. Change the From SalesDoc Type field to YRE2, and confirm your entry. 5. Copy all dependent entries.

6. On the Change View “Header”: Overview screen, choose your new line with target LR2 and source YRE2, then select item data.

7. Choose all lines with item categories other than REN2, and then choose Delete. 8. Save your settings.

9. Choose Back.

3.2.12 Defining Shipping Conditions by Sales Document

Type

Procedure

IMG menu Logistics Execution  Shipping  Basic Shipping Functions  Shipping Point and Goods Receiving Point Determination  Define Shipping Conditions by Sales Document Type

2. On the Change View “Sales Document Type – Shipping Condition”: Overview screen, select the entry for sales order type YRE2 with Position… function.

3. In the field of SC, maintain the value of RE. 4. Save your settings.

5. Choose Back.

3.2.13 Maintaining Copy Control from CMR Advanced Return

Order to Credit for Return Billing Document

Procedure

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Transaction code VTFA

IMG menu Sales and Distribution  Billing  Billing Documents  Maintain Copying Control For Billing Documents

2. Choose Copying control: Sales document to billing document. 3. Choose Change.

4. Select the line with target G2 and source CR, and then choose Copy As.

5. Change the From SalesDoc Type field to YCR2, and the Target Bill Type field to YBRE and confirm your entry.

6. Copy all dependent entries. 7. Save your settings.

8. Choose Back.

3.2.14 Specifying Movement Types for Immediate Goods

Receipts

Use

The purpose of this activity is to define the movement types, which should be used for Advanced Returns.

Procedure

IMG menu Sales and Distribution  Sales  Advanced Returns Management  Follow-On Documents Specify Movement Types for Immediate Goods Receipts

2. On the Change View “Default Movement Types for Advanced Returns”: screen, enhance following line: SL Schedule Line category Description MvT MvT Free: Movement type for posting into free available stock MvT Spfd Movement type for posting into specified stock AR Advanced Returns 657 653 655

3. Save your settings. 4. Choose Back.

3.2.15 Specifying Follow-up Document Types for Customer

Returns

Use

The purpose of this activity is to define the movement types, which should be used for Advanced Returns.

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IMG menu Sales and Distribution  Sales  Advanced Returns Management  Follow-On Documents Specify Follow-Up Document Types for Customer Returns

2. On the Change View “Specify Follow-Up Document Types for Customer Returns”: screen, enhance following line:

Ret.Order RTV Store Ret. ccStoreRet

RE2 NB2 UB2 NB2C

YRE2 NB2 UB2 NB2C

3.2.16 Assigning Output Determination Procedures

Use

The purpose of this activity is to assign output determination procedures.

Procedure

1. Access the activity using one of the following navigation options: Transaction code V/71

IMG menu Logistics Execution  Shipping  Basic Shipping Functions  Output Control  Output Determination  Maintain Output Determination for Outbound Deliveries  Assign Output Determination Procedures

2. In the Choose Activity dialog box, choose Assign deliveries (header) and then choose Enter.

3. On the Change View” Delivery Types –Output Determination Procedure”: Overview screen, enter the following values. Output Table V_TVAK_NAC:

Sales Document

Type Appln Output determ.proc. Output Type

LR2 V2 V10000 YBL1

4. Choose Save.

Result

3.2.17 Defining Reasons For Rejection

Procedure

IMG menu Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item ->Define Reasons For Rejection

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2. On the Change View “Sales Document: Rejection Reasons”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries:

Rj BlC Description

60 X Damaged return, no refund

4. Choose Save and Back to return to the SAP Easy Access menu.

3.3 Logistics Execution

3.3.1 Defining WM Number Ranges

Use

You define the number ranges for the objects which have automatic number assignment in the Warehouse Management system.

Procedure

IMG menu Logistics Execution  Warehouse Management  Master Data  Define Number Ranges

2. On the sub-screen Number Range Intervals, choose button For Transfer Order enter Warehouse Number PC0 and choose button Intervals and insert a number range.

No Number Range 01

From number 0000000001

To number 1000000000

3.3.2 Defining WM Movement Types

Use

Procedure

IMG menu Logistics Execution  Warehouse Management  Activities  Transfers  Define Movement Types

2. Select Warehouse Number PC0 and Movement Type 302 and choose details

3. Check in the sub-screen Confirmation that both flags are unchecked Save your settings. 4. Choose Back.

3.3.3 Control Site/Storage Location/Warehouse No.

Assignment

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Use

You can control for each combination of plant, storage location, and warehouse number whether Lean WM or standard management of bin inventory is to be selected.

Procedure

IMG menu Logistics Execution  Shipping  Picking  Lean WM  Control “Site/Storage Location/ Warehouse No.” Assignment 2. Check the following setting and configure if required

Site Stor.Loc WH Degree of activation Stor.type for picking

VZ01 1001 PC0 1 001

3.3.4 Defining/ Changing Movement Types

Use

Procedure

IMG menu Materials Management  Inventory Management and Physical Inventory  Movement Types  Copy, Change Movement Types

2. Select Movement Type and type in 657 and choose details and continue

3. Select in the sub-screen Updating Control flag Create Sloc.automat. Save your settings. 4. Choose Back.

3.3.5 Configuring Settings for Confirmations

Use

In this step, you define which confirmation control key shall be used for the material receiving plant.

Procedure

IMG menu Logistics Execution  Shipping  Deliveries  Define Order Confirmations for Inbound Deliveries

2. On the Change View ” Confirmation Control for Inbound Deliveries” :Overview screen, make the following entries:

Cat Type Site SLoc Ctr.

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3. Choose Save.

3.4 Advanced Return Management

3.4.1 Defining Number Ranges for Advanced Returns

Process IDs

Use

The purpose of this activity is to define a number range for object Advanced Returns.

Procedure

IMG menu Sales and Distribution  Sales  Advanced Returns

Management  Define Number Ranges for Advanced Returns Process IDs

2. On the Advanced Returns Process ID: screen, choose Change Intervals and insert a number range.

No Number Range 01

To number 0000999999

3.4.2 Activating Advanced Returns Management for

Returns Order Types

Use

The purpose of this activity is to define for which Sales Order Type you want to use the Advanced-Returns-Functionality.

Procedure

Management  Activate Advanced Returns Management for Returns Order Types

2. On the Change View “Activate Return Order Types”: Overview screen, mark the line for sales document type YRE2 and choose Details, and maintain the fields with:

Field name Description User action and values Comment Adv. Returns

Management Active Select

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Default CMR Default Credit

Memo Request Order Type

YCR2 used for customer

refund determination

Delivery Type LO delivery type that the

system uses for the outbound delivery when you select Send Back to Customer Automat. Credit

Memo Select

Indicates that the system creates the

credit memo

immediately when you specify Immediately for Refund Control in the returns order item.

3.4.3 Activating Advanced Returns Management for CMR

Order Types

Use

The purpose of this activity is to define the sales-order-type, which you want to use for the Credit-Memo-Request in the Advanced-Returns-Functionality.

Procedure

Management  Activate Advanced Returns Management for CMR Order Types

2. On the Change View “Activate Credit Memo Request Order Types”: Overview screen, mark the line for sales document type YCR2 and choose Details, and maintain the fields with:

Adv. Returns Active Select

3.4.4 Activating and Renaming Follow-up Activities

Use

The purpose of this activity is to define and activate the Follow-Up-Activities, which you are using in the Advanced-Returns-Functionality.

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IMG menu Sales and Distribution  Sales  Advanced Returns Management  Activate and Rename Follow-Up Activities 2. On the Change View “Activate and Rename Follow-Up Activities”: Overview screen, insert

following data:

Act Activity

Description

Acti. Activity Description

Adv. Returns Active Select

0001 Receive into Site Select Receive into Plant

0002 Immediately

Move to Free Available Stock

Select Immediately Move to

Free Available Stock

0003 Immediately

Move to Scrap Select Immediately Move toScrap

0004 Ship to Other

Site

Select Ship to Other Plant

0005 Ship to Vendor Select Ship to Vendor

0006 Ship to Vendor

via Other Site Select Ship to Vendor via Other Plant

0007 Direct Shipment

to Vendor Select Direct Shipment to Vendor

0008 Inspection at

Customer Site Select Inspection at Customer Site

0009 Delivery into Site

- Articles Still Unknown

Select Delivery into Plant -

Materials Still Unknown

0011 Transfer to Free

Available Stock Select Transfer to Free Available Stock

0012 Transfer to

Scrap Select Transfer to Scrap

0013 Article Remains

at Customer Site

Select Material Remains at

Customer Site

0014 Immediately

Move to Specified Stock

Select Immediately Move to

Specified Stock

0015 Transfer to

Specified Stock Select Transfer to SpecifiedStock

0021 Send Back to

Customer

Select Send Back to

Customer

0022 Send Back to

Last Site Select Send Back to Last Plant

0031 No Further

Activities Select No Further Activities

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3.4.5 Defining Return Reasons for Customer Returns

Use

The purpose of this activity is to define return reasons, which you are using in the Advanced-Returns-Functionality.

Procedure

Management  Define Return Reasons for Customer Returns 2. On the Change View “Activate and Rename Follow-Up Activities”: Overview screen, insert

following data:

Ret. Reason Return Reason Description

001 Customer ordered too much

002 Customer bought wrong product

003 Product damaged

004 Product defective

005 Too much delivered

006 Wrong product delivered

007 Recall by vendor

3.4.6 Defining Returns Refund Codes

Use

The purpose of this activity is to define Refund Codes, which you are using in the Advanced-Returns-Functionality.

Procedure

IMG menu Sales and Distribution  Sales  Advanced Returns Management  Define Returns Refund Codes

2. On the Change View “Activate and Rename Follow-Up Activities”: Overview screen, insert following data:

Retf. Code Refund Code Description

R00 00 % Reduction

R01 10% Reduction

R02 20% Reduction

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Retf. Code Refund Code Description R04 40% Reduction R05 50% Reduction R06 60% Reduction R07 70% Reduction R08 80% Reduction R09 90% Reduction R10 100% Reduction R11 unclear

3.4.7 Defining Number Range for Inspection Outcome

Use

The purpose of this activity is to define a number range for Inspection Outcome.

Procedure

Management  Material Inspection  Basic Settings  Define Number Range for Inspection Outcome

2. On the Inspection Outcome Number for Returns (SPM) screen, choose Change Intervals and insert a number range.

No Number Range 02

To number 000010000000

3.4.8 Configuration of Authorization for Follow-up Activities

Use

In this IMG activity, you configure the authorization settings that allow users to propose and confirm logistical follow-up activities for inbound delivery items in the Material Inspection in Warehouse transaction within Advanced Returns Management.

Procedure

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Management  Material Inspection  Basic Settings  Configure Authorization for Follow-Up Activities

2. On the Change View “Define Follow-Up Activity Profiles”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make for example the following entries:

FU Activity Profile MATERIAL RECEIVED

Text Only for material received

into stock

4. Choose the “FU Activity Profile” line and double-click Assign Follow-Up Activities to Profiles.

5. On the Change View “Assign Follow-Up Activities to Profiles”: Overview screen, choose New Entries and make the following entries:

Act. Activity Description

0004 Ship to Other Plant

0005 Ship to Vendor

0006 Ship to Vendor via Other Plant

0011 Transfer to Free Available Stock

0021 Send Back to Customer

0022 Send Back to Last Plant

0031 No Further Activities

6. Choose Save. 7. Choose Back.

8. Double-click Define Inspection Profiles.

9. On the Change View “Define Inspection Profiles”: Overview screen, choose New Entries and make the following entries:

Inspection Profile Profile

Description FU Profile with Permission to Propose FU Profile with Permission to Confirm RECEIVED

MATERIAL Only after material is received

MATERIAL RECEIVED MATERIAL RECEIVED

10. Choose Save and Back to return to the SAP Easy Access menu.

3.4.9 Defining and Configure Catalog for Inspection Codes

Use

The purpose of this activity is to define inspection codes, which should be used for Advanced Returns.

Procedure

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Management  Material Inspection  Basic Settings  Define and Configure Catalog for Inspection Codes

2. On the Choose Activity screen, choose Define Catalogs.

3. On the Change View “Catalog Types”: Overview screen, add following lines:

Catalog Short Text for the Catalog Keyword

P Advanced Returns - Inspection

Codes MSRINSP_I

Q Advanced Returns - Inspection

Codes MSRINSP_I

W Activities (QM) - Function Module

Active Activity QM

Z Inspection Codes for ARM ARM-Inspect

6. On the Choose Activity screen, choose Edit Catalogs. 7. On the Edit Catalog: Initial Screen, add following information:

Catalog P

Code group MSRDEC

8. Choose Create/Change.

9. On the Change View “Code groups” : Overview Screen, add following information: Field name Description User action and values Comment

Code gr MSRDEC

Short text Advanced Returns -

Inspection Codes

Status of code group 2 Released

10. On the Change View “Code groups”: Overview screen, select Code groups in the left frame by double-clicking, and choose new entries to insert the new code groups in the right frame:

11. New you can define following codes in the right frame:

Code Short Text for the Code

0001 OK

0002 Not OK

0003 Partly OK

0004 Not relevant

0005 Unclear Material Status

3.4.10 Specifying Catalog and Code Group for Material

Inspection

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Use

The purpose of this activity is to define which catalog for material inspection should be used.

Procedure

Management  Material Inspection  Basic Settings  Specify Catalog and Code Group for Article Inspection

2. On the Change View “Catalog and Code Group for Material Inspection”: Details screen, make the following entries

Catalog P

Code Group MSRDEC

3.4.11 Configuring Default Settings for Returns Refund

Codes

Use

The purpose of this activity is to define default Refund Codes depending of the Inspection Code and the Return Reason.

Procedure

Management  Configure Default Values for Returns Refund Codes

2. On the Change View “Default Settings for Returns Refund Codes”: Overview screen, insert following data:

Inspection Code Return Reason Refund Code

0001 OK 007 Recall by vendor R00 00% Reduction

0003 Partly OK 007 Recall by vendor R00 50% Reduction 0005 Unclear Material

Status 002 Customer bought wrong product R10 unclear 0005 Unclear Material

Status

006 Wrong product delivered R01 10% Reduction 3. Save your settings.

4. Choose Back.

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Use

The purpose of this activity is to define the default storage locations for goods movement postings related to specific logistical follow-up activities. This IMG activity extends the settings made for picking location determination. For customer returns we want to receive the good in the returns storage location by default.

Procedure

IMG menu Sales and Distribution  Sales  Advanced Returns Management  Follow-On Documents  Specify Storage Locations for Follow-Up Activities

2. On the Change View “Specify Storage Locations for Follow-Up Activities”: Overview screen, add/enhance the following lines:

Shipping Point Site Storage Condition Storage Location Recv.Site

VS01 VZ01 <blank> 1001 1007

3.4.13 Defining Blocks for Follow-Up Activities

Use

The purpose of this activity is to define blocks for controlling the follow-up activities.

Procedure

Management  Material Inspection  Basic Settings  Define Blocks for Follow-Up Activities

2. On the Change View “Follow-Up Activity Blocks”: Overview screen, add following lines:

Foll Description

0001 Wait for Specialist

0002 Return Schedule to Vendor

3.4.14 Configuring Print Settings

Use

The purpose of this activity is to define an Adobe form for the output of the inspection worklist.

Procedure

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IMG menu Sales and Distribution  Sales  Advanced Returns Management  Material Inspection  Basic Settings  Configure Print Settings

2. On the Change View “Configure Adobe Form for Inspection Worklist”: Details screen, add following lines:

Company Code 1000

Plant space

Delivery Type space

Language EN

Adobe Form MSR_F_INSP_PRINTLIST

3.4.14.1 Defining Default Account Assignment

Use

The purpose of this activity is to fix the default account assignment for withdrawal postings. As defined in the customizing of the account determination, the GL account 609020 will be found, when a withdrawal for a material of valuation class 7920 is posted.

The posting is fulfilled in the background. Therefore it is no possibility, to define a manual CO-element for it. So it is necessary to create a default assignment of the necessary CO-CO-element in the customizing.

Procedure

IMG menu Controlling  Cost Center Accounting  Actual Postings  Manual Actual Postings  Edit Automatic Account Assignment 2. On the Change View “Default account assignment”: screen, choose New Entries and

insert the following data:

CoCd Company Code 1000

Cost Elem. Cost Element 520060 Like the GL account

Cost Ctr Cost Center 1201

3.5 Master Data

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Procedure

1. Access the activity using one of the following navigation options: SAP ECC Menu LogisticsRetailingMaster Data 

Conditions/ArrangementsConditions: SalesPricesOtherCreate Transaction code VK11

2. Enter YG04 in the Condition type field. 3. Choose Enter.

4. On the Create Refund deduction Condition (YG04): Fast entry screen, make the following entries:

Sales Organization 1000

Distribution Channel 20

5. Choose Enter.

6. In the Sales org./Distr. Chl/Ref. Code section, make the following entries:

Ref. Code Description Amount

R00 No Reduction -> 100 % Refund 0 R01 10% Reduction -> 90 % Refund 10 R02 20% Reduction -> 80 % Refund 20 R03 30% Reduction -> 70 % Refund 30 R04 40% Reduction -> 60 % Refund 40 R05 50% Reduction -> 50 % Refund 50 R06 60% Reduction -> 40 % Refund 60 R07 70% Reduction -> 30 % Refund 70 R08 80% Reduction -> 20 % Refund 80 R09 90% Reduction -> 10 % Refund 90 R10 90% Reduction -> 100 % Refund 100 7. Choose Enter. 8. Choose Save.

The system issues the message Conditions records saved.

3.5.2 Maintaining Output Control for YRE2

Use

The purpose of this activity is to create output control data record BA00 for order type YRE2.

Procedure

SAP ECC menu Logistics  Retailing  Master Data  Edit customers Messages  Sales Document  Create

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2. On the Create Output – Condition Records: Sales screen, enter the output type BA00 and choose Enter.

3. On the Create Condition Records (Order Confirmation): Fast Entry screen, make the following entries:

Sales Organization 1000 Sales Document Type YRE2 Function SP Partner Medium 1 Date/Time 4 Language

4. Confirm your entries with Enter. 5. Choose the Select (F9) button. 6. Choose the Communication (F2) .

7. On the Create Condition Records (Order Confirmation): Communication screen, make the following entries:

Field name Description User action and values Comment Print immediately

Release after output

Output Device Select your printer

Number of

messages 0

8. Choose Save and go Back to the Easy Access Menu.

Result

You have created the output condition record for output type BA00 and sales document type YRE2.

737 Erp605 Bb Configguide en Ru

September 2011

English

Advanced Returns

Management – Customer

Returns (737)

Copyright

Icons

Typographic Conventions

Contents

Advanced Customer Returns Management

1 Purpose

1.1 Designing Considerations General

1.2 Designing Considerations – Process Details and

Options

2 Preparation

2.1 Prerequisites

3 Configuration

3.1.1

Adding MSR_REFUND_CODE to Allowed Fields

Procedure

3.1.2

Defining Condition Tables

Use

Procedure

3.1.3

Defining Access Sequences

Use

3.1.4

Defining Condition Types

Use

Procedure

3.1.5

Defining Pricing Procedure

Use

Procedure

3.1.6

Value Field Assignment

Procedure

3.1.7

Defining Document Pricing Procedure

Use

Procedure

3.1.8

Assigning Document Pricing Procedure

Use

Procedure

3.1.9

Defining Pricing Procedure Determination

Use

Procedure

3.2 Sales and Distribution

3.2.1

Creating Sales Order Types for Advanced Returns

Use

Procedure

3.2.2

Assigning Item Categories

Use

Procedure

3.2.3

Defining Schedule Lines

Use

Procedure

3.2.4

Assigning Output Determination Procedures for the

Return Order

Use

Procedure

Result

3.2.5

Creating an Assign an Incompletion Procedure

Use

Procedure

Result

3.2.6

Assigning Sales Area to Sales Document Types

3.2.6.1

Combining Distribution Channes

Use