SAP Profile: Set Default Sales Org & Plant Code
By setting your default Sales Organization and Plant code you never have to key in your sales org or plant in any SAP screen again. Choose System → User Profile → Own Data Click on the Parameters Tab Type in the Parameters under SET/GET Parameter ID. Then add Parameter value. Then hit SAVE (or click on the floppy disc icon)...
SMA Contract in SAP ERP is not linking to IBase in SAP CRM
Sometimes an SMA Contract is not visible in CRM.If it's for a brand new machine, sometimes the SMA contract was never created in Customer Care.If it's not a new machine, first check the IBase under the first level in the ERP Active Contract assignment block.Also click on the second level and see if visible under ERP Contract assignment block. If not...
Assigning Component ID's in a quote by looking up Serial Number
Most of you are likely already aware of this and are selecting your Component ID’s in this way. For those that are not using this method, you risk entering the wrong Component ID, which can result in any follow-on documents (Service Contracts, Service Orders) not having the correct serial number assigned. This method below is much faster and preve...
Viewing Training Credits in SAP
Sometimes customer may ask us if they have training credits available. Aftermarket has the ability to look up training credits in SAP. We can look up Deferred Revenue Dates under VA03 - Display Sales Order. We are able to view training dates attached to any Sales Order that contains a line item for training. *You will need the Sales Order Number...
Viewing Original Documents in SAP
VA03 - Display Sales Order Within VA03 - Display Sales Order you may want to see any documents attached to a sales order. It could be the original machine quote, PO, or any additional items sold with a machine. You can view these documents in SAP but you must have OPEN TEXT installed. There is a separate article on how to download this . You can...
How to open SAP CRM in a new browser tab or window
You can open additional sessions of SAP CRM without having to login again. I am often running anywhere from 2 - 4 sessions of SAP CRM, with different views or different saved searches in each session. In SAP CRM, upper right corner of the screen, simply click on the icon to the left of the trashcan. ...
What if PO amount is higher or lower than Sales Order Amount?
For price discrepancies on parts and accessory orders, Customer Care Representatives may approve certain price discrepancies. 1. If the PO value is higher than the SAP order total: a new PO must be provided or an email from an authorized person within the company agreeing to pay the lesser amount. (M.Nye: Simply email the customer, preferably the ...
Price Lookup in SAP
To check the price of an item that may or may not be on the Webshop, launch SAP and enter VK13 in the search bar or open saved search under favorites. Enter ZP00 as the Condition Type and click enter. This will open a new window. Scroll and select (Tab623), then click enter. Another screen will appear, enter the below information into the fields. ...
Stock Lookup in SAP
To look up stock on a specific PN, launch SAP and enter MD04 in the search bar, or open under favorites. Enter PN in Material field and 7003 in Plant field, click enter. This will bring up the stock screen. Sometimes there are notes included, always check to see if the PN has been replaced with another PN or other important in...
Checking lead times in SAP
If you are asked a lead time and we don't have any stock in Minneapolis you can check to see how long….historically the lead time has been. In the example below it is 36 days, not business days. To find this information while checking stock in SAP click next to the material in the upper left. Then click on “procurement and scheduling”. The planned d...
SAP Find Customers Who Bought an Item
Sometimes you may want to see the list of customers that are purchasing a particular item, you can do this in MD04. When in the stock screen you can simply click the Cust. button at the bottom. Once you've clicked the Cust. button you will then see this column appear:...
Looking up a Customer PO number in SAP
You may want to look up an order by the customer's PO number. This is useful if you have a customer's PO number, but very little other information. Also if you need to check whether a customer's PO has already been entered and processed in SAP before manually processing it yourself to avoid duplicating it. Sign in to SAP. Use transaction code VA...
How to resolve discrepancies between contacts in SAP CRM and SAP ERP.
Sometimes a contact you are using in SAP CRM doesn't exist or has been deleted in SAP ERP, and that can cause a LOG10 error in a CRM quotation, or other errors setting up Webshop logins, etc. Review the contact in CRM first, to make sure there is not a problem with the start date or end date for the contact. I would recommend utilizing Wesley Steven...