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Prestiva nomination: SAP IS-OIL TSW, SPW, TRM, GTM

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Oil and Gas : Oil Movement (Scheduling, Nomination, Ticketing)

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Prestiva nomination: SAP IS-OIL TSW, SPW, TRM, GTM

  1. 1. SAP – IS-Oil – TSW/GTM/TRM Nomination Senarios Prepared by: Murali Venkatesh Version. 1.0 June 15 2009 International Oil Movement : Nomination, Pegging, Reference Document Indicator (RDI), FOB, DES
  2. 2. Agenda <ul><li>Current State </li></ul><ul><li>Desired State </li></ul><ul><ul><li>Project Schedule </li></ul></ul><ul><ul><li>Milestones </li></ul></ul><ul><ul><li>Organization Chart </li></ul></ul><ul><ul><li>Resources </li></ul></ul><ul><ul><li>Deliverables </li></ul></ul><ul><li>Presentation Wrap up </li></ul><ul><li>Questions </li></ul>
  3. 3. Module Objectives <ul><li>Learn the purpose and use of nominations </li></ul><ul><li>Understand the structure of a nomination </li></ul>
  4. 4. Nomination Usage <ul><li>Nominations are used to </li></ul><ul><ul><li>Schedule Movements (purchase, sale, transfer) </li></ul></ul><ul><ul><li>Specify origin and destination </li></ul></ul><ul><ul><li>Control what information is sent to which partners </li></ul></ul><ul><ul><ul><li>Communicate details </li></ul></ul></ul><ul><ul><ul><ul><li>to vendors </li></ul></ul></ul></ul><ul><ul><ul><ul><li>to customers </li></ul></ul></ul></ul><ul><ul><ul><ul><li>to refinery systems </li></ul></ul></ul></ul><ul><ul><li>The nomination movement scenario determines which ERP documents are created, for example </li></ul></ul><ul><ul><ul><li>GI/GR </li></ul></ul></ul><ul><ul><ul><li>Delivery </li></ul></ul></ul><ul><ul><ul><li>TD shipment </li></ul></ul></ul>
  5. 5. Nomination Data Sources <ul><li>The nomination document combines information </li></ul><ul><ul><li>Provided by the ERP source document (sales order, purchase order) </li></ul></ul><ul><ul><li>Information entered by the scheduler </li></ul></ul>
  6. 6. Nomination Create Options <ul><li>Nominations can be created in four ways </li></ul><ul><ul><li>Automated Order Interface /FOB Sales/ </li></ul></ul><ul><ul><li>Schedulers Open Order Report – YGR_OOLIST </li></ul></ul><ul><ul><li>“ Create by reference” using Maintain nomination – O4NM </li></ul></ul><ul><ul><li>Create nomination – O4NCN </li></ul></ul>
  7. 7. Create With Reference <ul><li>Schedulers can also use “Create with reference” functionality to create a new nomination </li></ul><ul><ul><li>Identify an existing nomination or template nomination similar to the current requirements </li></ul></ul><ul><ul><li>Update copied/defaulted fields with data for the current movement </li></ul></ul><ul><ul><li>This method can be used for transfers which do not use sales/purchase orders as reference documents </li></ul></ul>
  8. 8. Pegging <ul><ul><li>Pegging defines relationships between nomination line items </li></ul></ul><ul><ul><ul><li>Peg Auto-ticket – links the O1 - P and O2 - X items for an FOB Purchase so that O1 – P ticketed quantities are automatically copied to the O2 – X line item. Peg automatically created for scenario 1 items. </li></ul></ul></ul>
  9. 9. Learning Checkpoints <ul><li>You should be able to answer the following questions: </li></ul><ul><ul><li>What are the four ways to create a nomination? </li></ul></ul><ul><ul><li>What create method is used for transfers? </li></ul></ul>
  10. 10. Learning Checkpoints <ul><li>You should be able to answer the following questions: </li></ul><ul><ul><li>What are the four ways to create a nomination? </li></ul></ul><ul><ul><ul><li>Automated Order Interface </li></ul></ul></ul><ul><ul><ul><li>Schedulers Open Order Report </li></ul></ul></ul><ul><ul><ul><li>Create by reference </li></ul></ul></ul><ul><ul><ul><li>Create nomination transaction </li></ul></ul></ul><ul><ul><li>What create method is used for transfers? </li></ul></ul><ul><ul><ul><li>Create with reference (to a template or prior nomination) </li></ul></ul></ul><ul><ul><ul><li>Schedulers Open Order Report </li></ul></ul></ul><ul><li>Questions ? </li></ul>
  11. 11. Module Objectives <ul><li>Learn the power and flexibility of the Nomination Overview selection panel </li></ul><ul><li>Learn how to use Dynamic selection criteria </li></ul><ul><li>Learn how to customize screen displays </li></ul><ul><li>Learn the data displayed on screens </li></ul>
  12. 12. Finding and Viewing Nominations <ul><li>Use the following menu path to display a nomination: </li></ul><ul><ul><li>Logistics >> Sales and Distribution >> Bulk Scheduling >> Workbench >> Nomination >> Display </li></ul></ul><ul><li>or, use transaction code: O4NSN </li></ul>
  13. 13. Nomination Number Format <ul><li>Search using either Nomination key or Nomination number </li></ul><ul><li>Click the search key drop-list button to display options </li></ul><ul><li>Nomination number search option can return multiple records for the same: </li></ul><ul><ul><li>Time period </li></ul></ul><ul><ul><li>Material group </li></ul></ul><ul><ul><li>Transport mode </li></ul></ul><ul><ul><li>Scheduling group </li></ul></ul>
  14. 14. Nomination Search <ul><li>Press the Enter key to execute the search </li></ul><ul><li>Note 1: The Enter key must be used to execute this search, not the green checkmark </li></ul><ul><li>Note 2: Use the wildcard ‘ * ‘ at the end of the search string if the full nomination number is not used </li></ul><ul><li>Click the Expand icon to display entries meeting the search criteria </li></ul><ul><li>Repeat the Expand icon click until nomination keys are displayed </li></ul>
  15. 15. Module Objectives <ul><li>Learn the six basic movement scenarios </li></ul><ul><li>Learn the factors that complicate the basic scenarios </li></ul><ul><li>Learn the Schedule Item Type and Reference Document indicator combinations that determine the scenario and documents generated </li></ul>
  16. 16. Intransit Stock Ownership <ul><li>INCOTERM : </li></ul><ul><li>The purchase order’s or sales order’s INCOTERM sets the location of the title transfer, INCOTERM specifies ownership of the intransit inventory </li></ul><ul><li>TRANSFERS </li></ul><ul><li>no INCOTERM </li></ul><ul><li>Receiving plant/storage location (RECT) is the intransit stock holding object </li></ul>
  17. 17. Reference Document Indicator (RDI) <ul><ul><li>S – Sales Order </li></ul></ul><ul><ul><li>G – Sales Contract </li></ul></ul><ul><ul><li>P – Purchase Order </li></ul></ul><ul><ul><li>X – No Reference Document </li></ul></ul><ul><li>The combination of SI and RDI determines which SAP documents are generated </li></ul>
  18. 18. Scenario – FOB Purchase FOB Purchase at Origin - PO Lite Scenario code assigned: 1 – FOB Purchase Nomination line items required: O1 – P : Purchase at origin O2 – X : Transfer to intransit plant D1 – X : Transfer out of intransit plant Load O1-P Transfer O2-X Discharge D1-X Goods Receipt Create Reservation Create Reservation Create Shipment Change Shipment Load Confirmation Delivery Confirmation -> Automatically (pegged)
  19. 19. Scenario – DES Purchase DES Purchase – PO Lite Scenario code assigned: 2 – DES Purchase Nomination line item required: D1 – P : Purchase at Destination Load Discharge D1-P Not Applicable Goods Receipt
  20. 20. Scenario – FOB Sale FOB Sale at Origin – SO Lite Scenario code assigned: 3 – FOB Sale (Sales Order) Nomination line item required: O1 - S : Sale at Origin Load O1-S Discharge Generate Delivery Not Applicable Generate Goods Issue
  21. 21. Scenario – DES Sale DES Sale – SO Lite Scenario code assigned: 5 – DES Sale Nomination line items required: O1 - X : Transfer into intransit at destination D1 – S : Sale out of intransit Load O1-X Discharge D1-S Create Reservation Create Delivery Create Shipment Change Shipment Load Confirmation Delivery Confirmation
  22. 22. Scenario – DES Purchase: BOL Quantity DES Purchase - BOL Quantity – PO Lite Scenario code: 9 – DES Purchase w/ BOL Quantity Override the default code 2 – DES Purchase for this scenario. Nomination line items required: D2 – P : Purchase Quantity based on load BoL D1 – X : Transfer to plant Load D2 – P Discharge D1 - X Shipping Notification Create Reservation Create Shipment Change Shipment Load Confirmation Delivery Confirmation Note: The Load TD document does not represent a real shipment but is used to store the BOL quantity – the load and discharge plant used is the same – gain / loss is posted automatically using the intransit storage location
  23. 23. FOB Buy/Sell Two system scenarios in one nomination – Sale of entire purchase quantity: FOB Purchase at Origin - PO Lite FOB Sale at Origin – SO Lite Final nomination line items required: O1 – P Purchase at Origin D2 – S Back to back sale

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