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Downloading Open Text for SAP

Within SAP we have the ability to VIEW any attachments associated with that Sales Order.  In order to do so you must have the Open Text Application installed on your computer. Open up the Software Center and Search Open Text, and download.  ...

Last updated: March 15th, 2023 by Allison O'Brien

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)...

Last updated: March 15th, 2023 by Allison O'Brien

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...

Last updated: April 12th, 2023 by Michael Nye

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...

Last updated: May 5th, 2023 by Michael Nye

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...

Last updated: May 15th, 2023 by Allison O'Brien

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...

Last updated: September 7th, 2023 by Allison O'Brien

How to find country of origin on a part

In SAP ERP, go to MM03 Material Master.  (Not everyone may have access to MM03.  Michael Nye does.) After entering the material number and pressing Enter, select Purchasing and click on the green checkmark. Scroll down to Origin:...

Last updated: June 7th, 2023 by Michael Nye

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.      ...

Last updated: June 8th, 2023 by Michael Nye

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 ...

Last updated: June 14th, 2023 by Michael Nye

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. ...

Last updated: July 20th, 2023 by Ariana Leopardi

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...

Last updated: July 20th, 2023 by Ariana Leopardi

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...

Last updated: July 21st, 2023 by Maureen Robinson

Print invoice from SAP

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Last updated: February 22nd, 2024 by Kailey Bladow

SAP Tips and Tricks

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Last updated: July 31st, 2023 by Allison O'Brien

SAP Setting Favorites

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Last updated: July 31st, 2023 by Allison O'Brien

SAP Profile: Set your 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 - with the exception of Price Look-up....

Last updated: July 31st, 2023 by Allison O'Brien

SAP Displaying Transaction Codes in SAP Windows

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Last updated: July 31st, 2023 by Allison O'Brien

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:...

Last updated: July 31st, 2023 by Allison O'Brien

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...

Last updated: July 31st, 2023 by Kailey Bladow

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...

Last updated: September 13th, 2023 by Michael Nye

Setup account to automatically receive invoices by email

An account can be setup to automatically receive their invoices via email.   Simply send an email to imt.receivable@zeiss.com, listing the sold-to account number, and at least one but up to two emails where invoices should be sent. ...

Last updated: September 1st, 2023 by Michael Nye

Zeiss Receivables account breakdown by letter

IMT Receivables (Billing) Group email box:  imt.receivable@zeiss.com Customers A - J:  Cindy PaumenCustomers K - Z:  Pat Bedell...

Last updated: September 1st, 2023 by Michael Nye

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