STUDY
Warehouse CASE Management (WM)
Case Study III
This case study explains an integrated warehouse management process which is
triggered by a sales order for material to be delivered to the customer from a
warehouse-managed storage location.
Product
MOTIVATION
PREREQUISITES
SAP ERP
G.B.I.
Release 6.04
Warehousing has significant value
for logistics.
Before you use this case study, you
should be familiar with navigation in
the SAP system.
Level
Undergraduate
Graduate
Beginner
Focus
Warehouse Management
Authors
Simha Magal
Stefan Weidner
Version
2.1
Current trends such as higher cost
pressure, shorter cycles of
innovation, higher customer
expectations and globalization of
markets make great demands on
companies, in particular on
warehouse logistics. This is
especially difficult in industries with
high differentiation like the
consumer goods industry.
Furthermore, customers have
increasingly higher demands on
reliability, promptness and
flexibility of deliveries.
In order to successfully work through
this case study, it is necessary to
have finished the WM II case study.
It is not required to finish the WM
exercises before. However, it is
recommended.
NOTES
This case study uses the Global Bike
Inc. (G.B.I.) data set, which has
exclusively been created for SAP UA
global curricula.
Warehouse management systems
support the global flow of goods
between the producer and the
purchaser and facilitate near failproof logistic operations in
increasingly complex supply
chains.
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CASE STUDY
Process Overview
Learning Objective Understand and perform a warehousing sales process cycle.
Time 70 min
Scenario Due to increasing sales output in your San Diego distribution center, the management
has decided to install a Warehouse Management System there. After running some tests you have
some material in your warehouse and you can fulfill a new sales order.
Employees involved Karim Messalem (Salesperson 1)
Carolin Bruzik (Warehouse Supervisor)
Sunil Gupta (Warehouse Employee)
Zarah Morello (Shipping Clerk)
First, you have to create a sales order. In order to fulfill this new sales order
you need to create an outbound delivery. You may remember this part from
the SD case study. However, this time the process is slightly different
because you deliver from a warehouse-managed storage location. After
picking the materials, goods are shipped to the customer. Because this case
study focuses on Warehouse Management detailed instructions of how to
create the invoice and how to receive the payment are not included.
However, you may use respective parts of the Sales and Distribution (SD)
case study to finalize the sales process and see the financial impact.
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Process description
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CASE STUDY
Create Sales Order
Task Create a sales order.
Time 10 min
Short Description Use the Easy Access Menu to create a sales order.
Name (Position) Karim Messalem (Salesperson 1)
To create a sales order, follow the menu path:
Menu path
Logistics Sales and Distribution Sales Order Create
In the Create Sales Order:Initial Screen, enter OR (Standard Order) as
Order Type, UW00 as Sales Organization, WH (Wholesale) as Distribution
Channel, BI (Bicycles) as Division, SD00 as Sales Office and US as Sales
Group. Confirm your entries by clicking or pressing Enter.
OR
UW00
WH
BI
SD00
US
At the top of the Create Standard Order: Overview screen, enter 9###
(SoCal Bikes Irvine; replace ### with your number) as Sold-To Party,
54321### as PO Number and leave the fields Standard Order and Ship-To
Party blank. In the Sales tab, enter one week from today as Req. deliv. date
and do the same in the Pricing date field. Then, enter DXTR1### as
Material and 5 as Order Quantity. Finally, confirm your entries by clicking
or pressing Enter. You may receive a warning message which you can
ignore by clicking on .
9###
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54321###
one week from today
one week from today
DXTR1###
5
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CASE STUDY
Compare your entries with the screenshot above.
Then, click on to save your order. The system will assign a unique
standard order number.
Click on the exit icon
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Standard Order Number
to return to the SAP Easy Access screen.
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CASE STUDY
Display Material Inventory
Task View the inventory of your material.
Time 5 min
Short Description Use the Easy Access Menu to display the inventory of your material.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To display the material inventory, follow the menu path:
Menu path
Logistics Materials Management Inventory Management
Environment Stock Stock Overview
In the Stock Overview screen, enter DXTR1### as Material (remember to
replace ### with your number). Ensure that all other search criteria fields
are blank and click on .
DXTR1###
Note that you still have the same amount of goods in San Diego. However,
after double clicking on SD00 DC San Diego you can see that you have a
Sales orders balance of 5 for your distribution center.
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CASE STUDY
Click on the exit icon
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to return to the SAP Easy Access screen.
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CASE STUDY
Create Outbound Delivery
Task Create an outbound delivery.
Time 10 min
Short Description Use the Easy Access Menu to create the outbound delivery note for the sales
order.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To create an outbound delivery, follow the menu path:
Menu path
Logistics Sales and Distribution Shipping and Transportation
Outbound Delivery Create Single Document With
Reference to Sales Order
In the Create Outbound Delivery with Order Reference screen, enter SD00
as Shipping point, 7 days from today as Selection date and the Standard
Order Number of the order you have created in the first task as Order.
Confirm your entries by clicking or pressing Enter.
In the Outbound Delivery Create: Overview screen, choose the Picking tab
and enter FG00 as SLoc. Then click on or press Enter.
SD00
7 days from today
Standard Order Number
FG00
Note: Due to the fact that we are using the San Diego warehouse picking
has to be done a little differently. Hence, the Picked Qty field is now
grayed out.
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CASE STUDY
Compare your entries with the screenshot above.
Then, click on to save your outbound delivery. The system will assign a
unique outbound delivery number.
Click on the exit icon
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Outbound Delivery
Number
to return to the SAP Easy Access screen.
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CASE STUDY
Display Material Inventory
Task View the inventory of your material again.
Time 5 min
Short Description Use the Easy Access Menu to display the inventory of your material again.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To display the material inventory, follow the menu path:
Menu path
Logistics Materials Management Inventory Management
Environment Stock Stock Overview
In the Stock Overview screen, enter DXTR1### as Material (remember to
replace ### with your number). Ensure that all other search criteria fields
are blank and click on .
DXTR1###
Note that the amount of goods in San Diego has not changed yet. However,
after double clicking on SD00 DC San Diego you can see that instead of
the Sales orders balance, which is zero now, the Schedule for delivery
balance is 5 for your distribution center.
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CASE STUDY
Click on the exit icon
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to return to the SAP Easy Access screen.
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CASE STUDY
Pick Materials with Transfer Order
Task Create a transfer order to pick the materials.
Time 10 min
Short Description Use the Easy Access Menu to create a transfer order based on the delivery
note created previously.
Name (Position) Sunil Gupta (Warehouse Employee)
To create an outbound delivery, follow the menu path:
Menu path
Logistics Sales and Distribution Shipping and Transportation
Picking Create Transfer Order Via Outbound Delivery
Monitor
In the Outbound Deliveries for Picking screen, enter SD00 as Shipping
Point/Receiving Pt and select the Only WM Picking radio button. Then,
click on or press F8 to execute.
In the Days Workload for Picking screen, you should see a line item with
your Outbound Delivery Number. Select it and click on the
SD00
Only WM Picking
Outbound Delivery
Number
button.
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CASE STUDY
In the Create Transfer Order for Delivery Note: Initial Screen, click on
or press Enter to create your transfer order to be able to pick your
documents.
On the next screen, click on
to save your transfer order.
The system will save the transfer order automatically and assign unique
transfer a order number.
Click on the exit icon
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Transfer Order Number
twice to return to the SAP Easy Access screen.
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CASE STUDY
Run Bin Status Report
Task Check the status of your bins.
Time 5 min
Short Description Use the Easy Access Menu to run a bin status report, which will display a
detailed report of each storage bin within the specified warehouse.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To run a bin status report, follow the menu path:
Menu path
Logistics Logistics Execution Internal Whse Processes Bins
and Stock Display Bin Status Report
In the Bin Status Report: Initial Screen, enter 100 (for your San Diego
Warehouse) as Warehouse Number and *### as Storage bin (replace ###
with your number). Then, click on .
100
*###
In the Bin Status Report: Overview screen you should see that the
StorageBin STBN-7-### is filled.
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CASE STUDY
Click on your material to display detailed information of this storage bin
and check whether 10 pieces of your good are stored in it.
Note: As you can see 5 pieces of your material are marked as available
stock and the other 5 as pick quantity.
Click on the exit icon
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to return to the SAP Easy Access screen.
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CASE STUDY
Confirm Transfer Order
Task Confirm your transfer order.
Time 5 min
Short Description Use the Easy Access Menu to confirm the transfer order you created in the
previous step. This is confirming that the goods are physically in the storage bin indicated in the
transfer order.
Name (Position) Sunil Gupta (Warehouse Employee)
To confirm a transfer order, follow the menu path:
Menu path
Logistics Logistics Execution Inbound Process Goods
Receipt for Inbound Delivery Putaway Confirm Transfer Order
Single Document In One Step
In the Confirm Transfer Order: Initial Screen, enter the TO Number from
the previous task and 100 as Warehouse Number. Then, click on
or
press Enter.
TO Number
100
Note: If you have not written down the number you can search for it using
the transaction code LT23.
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CASE STUDY
In the Transfer Orders: List of Resident Documents you have to fill in 100
as Warehouse number. Then, click on .
100
In the Confirm Transfer Order: Overview of Transfer Order Items screen,
you should see an overview of your transfer order created in the previous
step. Review all of the details to make sure you have the correct quantity
and storage bin.
Then, click on
to confirm your transfer order. The system will return a
success message.
Click on the exit icon
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to return to the SAP Easy Access screen.
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CASE STUDY
Run Bin Status Report
Task Check the status of your bins again.
Time 5 min
Short Description Use the Easy Access Menu to run a bin status report, which will display a
detailed report of each storage bin within the specified warehouse.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To run a bin status report, follow the menu path:
Menu path
Logistics Logistics Execution Internal Whse Processes Bins
and Stock Display Bin Status Report
In the Bin Status Report: Initial Screen, enter 100 (for your San Diego
Warehouse) as Warehouse Number and *### as Storage bin (replace ###
with your number). Then, click on .
100
*###
In the Bin Status Report: Overview screen click on your material in
StorageBin STBN-7-### to display detailed information and check if there
are just 5 pieces of your good left.
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CASE STUDY
Click on the exit icon
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to return to the SAP Easy Access screen.
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CASE STUDY
Display Material Inventory Value
Task View the value of your material inventory.
Time 5 min
Short Description Use the Easy Access Menu to display the value of your material inventory.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To display the material inventory value, follow the menu path:
Menu path
Logistics Materials Management Inventory Management
Environment Stock Warehouse Stock
In the Display Warehouse Stocks of Material screen, enter DXTR1### as
Material (replace ### with your number). Ensure that all other search
criteria fields are blank and click on .
DXTR1###
Note the total value associated with the DC in San Diego.
Click on the exit icon
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twice to return to the SAP Easy Access screen.
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CASE STUDY
Ship Materials
Task Ship the materials.
Time 5 min
Short Description Use the Easy Access Menu to ship the materials by posting a goods issue.
This will reduce unrestricted stock to reflect that the inventory is shipped. It also indicates a
change of ownership.
Name (Position) Zarah Morello (Shipping Clerk)
To ship materials, follow the menu path:
Menu path
Logistics Sales and Distribution Shipping and Transportation
Outbound Delivery Change Single Document
In the Change Outbound Delivery screen, enter your Outbound Delivery
Number from the Create Outbound Delivery task.
Outbound Delivery
Number
Note: If you have not written down the number you can search for it using the
F4 help.
To do so select the Outbound Delivery field and click on
or press F4. In the
Outbound Delivery: Not Posted for Goods Issue tab, enter SD00 as Shipping
Point. Then, click on or press Enter.
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F4
SD00
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CASE STUDY
In the next screen choose your Outbound Delivery by double-clicking on it.
Then, click on
or press Enter.
In the Outbound Delivery ##### Change: Overview screen, choose the Item
Overview tab and scroll to the right until you can see the Picked Qty column. As
you can see you picked the full amount to be delivered.
Then, click on the
message.
Click on the exit icon
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button. The system will return a success
to return to the SAP Easy Access screen.
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CASE STUDY
Display Material Inventory
Task View the inventory of your material again.
Time 5 min
Short Description Use the Easy Access Menu to display the inventory of your material again.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To display the material inventory, follow the menu path:
Menu path
Logistics Materials Management Inventory Management
Environment Stock Stock Overview
In the Stock Overview screen, enter DXTR1### as Material (remember to
replace ### with your number). Ensure that all other search criteria fields
are blank and click on .
DXTR1###
Note that the amount of your good in San Diego has decreased. This
represents that the 5 pieces of your material actually have been shipped.
Click on the exit icon
SAP AG
to return to the SAP Easy Access screen.
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CASE STUDY
Display Material Inventory Value
Task View the value of your material inventory again.
Time 5 min
Short Description Use the Easy Access Menu to display the value of your material inventory
again.
Name (Position) Carolin Bruzik (Warehouse Supervisor)
To display the material inventory value, follow the menu path:
Menu path
Logistics Materials Management Inventory Management
Environment Stock Warehouse Stock
In the Display Warehouse Stocks of Material screen, enter DXTR1### as
Material (remember to replace ### with your number). Ensure that all
other search criteria fields are blank and click on .
DXTR1###
As you can see the values associated with the material in San Diego has
decreased. Also there is no value associated to the Transit/Transf. for San
Diego. This indicates the change of ownership after processing the
shipping order.
Click on the exit icon
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twice to return to the SAP Easy Access screen.
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CASE STUDY
WM III Challenge
Learning Objective Understand and perform a warehousing sales process cycle.
Time 75 min
Motivation After having finished the Warehouse Management III case study successfully you
should now be able to solve the following challenge.
Scenario The warehouse management system has been tested without any problems, so the
management decided to use the system productively. Due to a higher demand of bikes for the
Tour de France black Deluxe Touring bikes are almost out of stock in Europe. The Distribution
Center in San Diego still has them available so that the delivery of a wholesale sales order has to
be managed by the new warehouse management system.
The customer VeloDOM from Magdeburg (Germany) has ordered 40 black Deluxe Touring
bikes with a delivery time of 10 days.
Task Information You can use the case study Warehouse Management III as a guideline, but it
is recommended to complete this challenge without further assistance to prove your WM skills.
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