BPI_Topic #3_Introduction to SAP S4HANA (1)-merged (1).pdf

Introduction to SAP S/4HANA
Next Generation Business Suite

© 2017 SAP SE / SAP UCC Magdeburg. All rights reserved. 2
Curriculum Information
Curriculum Version
i
 Software used
 Prerequisites
 GBI 3.3 (July 2019)
• S/4HANA 1809
• /

Module Information
Authors
Target Audience
 Babett Ruß
 Beginner to advanced

Module Information
Learning Objectives
At the completion of this module, you will:
 Describe the SAP vision of the Intelligent Enterprise
 Be able explain the basic concepts of an Enterprise Resource Planning solution based on the
SAP S/4HANA system.
 Explain how to use the SAP Fiori User Interface to interact with the S/4HANA system

Agenda
 SAP – The Intelligent Enterprise
 Fast Facts about SAP S/4HANA
 What´s New?
 Transition to SAP S/4HANA
 Guess What

Agenda
 What´s New?
 Guess What

SAP – The Intelligent Enterprise
 Market leader in enterprise application software
 One of the world largest independent software manufacturer
 400,000 satisfied Customers in 190 countries
 SAP enables companies to
• Streamline processes
• Use live data
• Predict customer trends
• Connect entire businesses
Best-run technologies and solutions
deployed end-to-end for your industry.
Intelligence will reinvent industries and
change business forever

SAP – Run Simple
 A Short History
1972
 Foundation of SAP
 Development of real-time
data application software
1981/82
 Introduction SAP R/2
1986-89
 Development SAP R/3
 SAP presents at the
CeBIT Hanover
1993/94
 Partnership with Microsoft  connecting
SAP R/3 with Windows NT operating
system
 IBM Corporation is now using SAP R/3
1995/96
 SAP joins the Internet
 SAP R/3 can now be
used online
2002
 30th Birthday of SAP
 3rd largest independent
software provider

SAP – Run Simple
 A Short History
2005/06
 Announcment of
release SAP ERP
2009
 Launching Business Suite 7
 optimization of business
performance
 reduce IT costs
 Implementation of 1st SAP
in-memory computing product
 SAP HANA platform
 Data access possible in seconds
2011
2013
 SAP Business Suite moves to
SAP HANA  fastest growing
product in history of enterprise
software
2015

Agenda
 What´s New?
 Guess What

What´s New?
 SAP S/4HANA …
… is the next generation Business Suite
… is the biggest innovation since SAP R/3
… connects people, business networks and devices
… works in real time
… represents efficiency, simplicity and innovation
… master data is managed centrally, for example partners, customers
and vendors
1979
R/2
1992
R/3
2004
ERP
2015
S/4HANA

Fast Facts about SAP S/4HANA
Enterprise Resource Planning (SAP ERP)
 Enables a company to support and optimize its business processes
 Helps the organization run smoothly
 Real-time environment, Scalable and flexible
 Collections of logically related transactions within
identifiable business functions
Sell
(SD)
Buy
(MM)
Make
(PP)
Track
(FI)
Track
(CO)
People
(HCM)
Store
(WM)
Maintain
(EAM)
Services
(CS)
Projekt
(PS)

Data Types in ERP Systems
? ? ?
… … …

Data Types in ERP Systems
Organizational
Data
Master Data Transaction
Data
Company Code Person Purchase Order
Plant Material Invoice
Storage Location Customer Quotation
Distribution Channel Vendor Sales Order
Purchasing
Organization
Work Centre Transportation Order
… … …

Organizational Unit
Client
Company Code
Plant
Sales Organization
Division
Storage Location
SAP Terminology:
Company Subsidiary
Plant
Storage Location
Sales Organization Sales Organization
Division
Department Business Area
Enterprise

Master Data
 Stored for a long time and seldom changed
 Represent logically grouped data like:
• Customer Master
• Material Master
• Vendor Master
• General Ledger accounts

Transaction Data
 Transaction data is the system record of business event.
 Depending on the business event, different master data and
organizational data will be referenced
 For example, during a sales order business event, the
following data is stored
• Organizational level: client, company code, sales organization
• Master data: customer, material, pricing (condition)
• Situational data: date, time, person, amount

Documents
 Transactions are data sets that are generated if a business transaction was executed.
 Is a record of the business transaction
 Includes all relevant predefined information from the master data and organizational entities
 Example:
• Sales Document
• Purchasing Document
• Material Document
• Accounting Document
Document Flow
 The document flow as well as the order status
allow the setting of the status at any point in time
 SAP revises the status every time a change in a
document takes place

Digital Transformation - Why?
Contact to the
companies by
social media etc
Drivers of
Change
Companies
Research
Technology
Customer
IoT
Big
Data
Cloud
Mobility
Empowered &
Informed Customer
Changing the
way of life
New
possibilities
Forecasting
s
Simulation
New
organization
units
Changing
customer
expections

 S/4HANA is the digital core of the company
that enables digital transformation.

Digital Platform unlocks data-driven intelligence and innovation
SAP HANA powers
SAP Applications as
the foundation of
high performance
data warehousing
and analytics
Next generation data
management
expands SAP HANA
in-memory database
to address structured
and unstructured
data use cases and
external data
Platform for extending
the business processes
of our Intelligent Suite
and enabling new
innovations
Marketplace for
ecosystem to build
new innovations
leveraging APIs
and Business
Services
Data Hub provides
data orchestration
and meta data
management across
heterogeneous data
sources
Delivering deep
data and process
integrations
through APIs and
microservices

SAP Cloud Platform Extension Factory
Cloud-native Microservice based universal Extension Framework.
Unified Intelligent User Experience
Conversational, Contextual and Intelligent UX
SAP Customer Data Cloud
Build Customer Trust and Loyalty
SAP Marketing Cloud
Market with Intelligence in the
Moment
SAP Sales Cloud
Build Relationships and guide
Customers throughout their journey
SAP Commerce Cloud
Personalized Shopping Experience
across Touchpoints
SAP Service Cloud
Make Customers happy
Internet of Things
Microservices Extensions
Machine Learning Integration
Blockchain
Built-in
Intelligence
4th Generation Customer Experience Suite SAP C/4HANA
Trusted, personalized customer experience by giving customers transparency & control over their data

Modifications
ERP
Cloud
On-Premise
Any DB
Simpli-
fication
Back to Standard

SAP S/4HANA Architecture

On-Premise vs. Cloud
 SAP S/4HANA …
… Choose between Cloud and On-Premise
• Cloud and On-Premise can be used hybridly
without losing the company´s integration
• Possible migration of SAP Business Suite customers
SAP Fiori
SAP S/4HANA Core
SAP HANA

On-Premise vs. Cloud
Traditional licensing
 Traditional licensing with customer
control of deployment and maintenance
• Private control of deployment and
maintenance
• Hardware at companies location
• Privately controlled data
• Fewer release cycles
• Individual requirements possible
• Traditional ABAP extensibility up to core
modification
Subscription Licensing
 Deployment in the private cloud,
maintained by SAP
• SAP provides system and controls
maintenance
• Automatic participation in quarterly
innovation upgrades
• In-App extensibility with limited ABAP
• Current release cycles
• SAP ERP embedded

Agenda
 What´s New?
 Guess What

What´s New?
 SAP S/4HANA …
… works with in-memory
… has a new and modern design
… works with new technology
Fiori • Hardware independence
• Mobile devices
In-Memory
Database
• Column Store
• In-Memory Processing
• Compression
• Parallel Processing
OLAP + OLTP
together
• Real-time analytics on
current data
• Consolidated forecasts
including actual and planned
cash data

What´s New?
Innovation & Simplification
SAP HANA
Real-Time
Simplified
SAP FIORI
Any Attribute as an
Index
OLAP + OLTP
together
Compression

What´s New?
SAP HANA
 SAP HANA is an In-Memory Database that allows you to process data very fast
 But SAP HANA can do way more with its different processing engines

What´s New?
Real Time Simplification
• Example of data compression Traditional Database Architecture Principles of the S/4HANA Data
Model
• Normalized data modeling third
normal form
• Avoid unwanted redundancies
• Avoid inconsistencies and
anomalies
Disadvantages
 Frequent use of redundant data
to increase the performance of
e.g. data aggregation
 Higher effort to update
redundant data
• Storage of data in
denormalized form
• Single source of data
• No longer need for redundant
data storage for tasks such as
aggregation
• Processing of aggregation and
analytics on the fly
• Check for inconsistencies and
anomalies due to
denormalization are no longer a
critical task
Traditional DB
593 GB on HANA
118,6 GB S/4 HANA
42,4 GB
A typical booking transaction
addressed 15 tables.
 Now it only impacts 4 tables.
BKPF
BSIS
GLT0
BSEG
BSIK
GLT0
BSEG
BSET
COBK
BSEG
LFC1
COEP
BSIS
GLT0
COSP

What´s New?
SAP FIORI
 SAP S/4HANA … provides SAP Fiori user experience and interface
• Independent of hardware
• Real-time

What´s New?
SAP FIORI
 SAP Fiori offers three application types:
 Transactional Apps:
• Access to tasks like create, change or display process
with guided navigation
 Analytical Apps:
• Visual overview about business data
 Factsheet:
• View essential information about objects and contextual
navigation between related objects

Agenda
 What´s New?
 Guess What

Transition to SAP S/4HANA
ERP System – Region A
ERP System – Region B
ERP System – Region C
ERP System
ERP System
Non-SAP System
New
Implementation
Landscape
Transformation
System
Conversion SAP S/4HANA

Agenda
 What´s New?
 Guess What

Guess What…
… Which of the following statements regarding SAP S/4HANA On-Premise are true?
SAP provides system and controls maintenance
Privately controlled data
Automatic participation in quarterly innovation upgrades
Hardware at companies location
Fewer release cycles

Guess What…
…On which of the following key concepts is SAP S/4HANA mainly based?
Distributed data storage
Simplified data model
Extended upgrade cycles
Guided configuration
SAP Fiori-Enabled user interaction

Guess What…
…On which of the following key concepts is SAP S/4HANA mainly based?
Distributed data storage
Simplified data model
Extended upgrade cycles
Guided configuration
Completely SAP Fiori-Enabled user interaction

Guess What…
… SAP Fiori offers in S/4HANA different application types. Which of the following
statements are true?
With SAP S/4HANA Factsheet you can view essential information about objects and contextual
Since SAP S/4HANA you are able to use WebGUI
Transactional Apps provides an visual overview about business data
Access to tasks like create, change or display process with guided navigation are given by
Analytical Apps

Guess What…
… Which of the following statements regarding SAP S/4HANA are true?
SAP S/4HANA provides scalable, real-time, predictive and simulation capabilities
SAP S/4HANA is only available as a cloud solution
SAP S/4HANA is made for siloed, non-integrated business
SAP S/4HANA enables instant, contextual information and a personal experience
SAP S/4HANA is SAP´s new suite to help customer reimagine their business

Guess What…
… Which of the following are top capabilities in the Real-Time Inventory Management use case from
an IT perspective?
No aggregate tables
Reduced memory footprint
Separation of data entities
Highest possible data consistency
Unlimited backups for inventory data

Guess What…
… Which types of integration are currently available between SAP S/4HANA and other cloud solutions
from SAP?
Hybris
Ariba
SAP Business One
Successfactors
SAP S/4HANA integration to SAP Business ByDesign

© SAP UCC Magdeburg
CASE STUDY
Product
S/4HANA 1809
Global Bike
Fiori
Level
Beginner
Focus
Sales and Distribution
Authors
Bret Wagner
Stefan Weidner
Version
3.3
Last Update
May 2019
MOTIVATION
The data entry requirements in the
sales & distribution exercises (SD
1 through SD 5) were minimized
because much of the data was
stored in the SAP system. This
stored data, known as master data,
simplifies the processing of
business transactions.
In the sales order process, we
used master data for customers,
materials (the products we sold)
and pricing to simplify the sales
order process.
In this case study, we will create
the master data for a new
customer.
PREREQUISITES
Before you use this case study, you
should be familiar with navigation in
the SAP system.
In order to successfully work through
this case study, it is not necessary to
have finished the SD exercises (SD 1
through SD 5). However, it is
recommended.
NOTES
This case study uses the Global Bike
(GBI) data set, which has exclusively
been created for SAP UA global
curricula.
Sales and Distribution (SD)
This case study explains an integrated sales and distribution process in
detail and thus fosters a thorough understanding of each process step and
underlying SAP functionality.

© SAP UCC Magdeburg Page 2
CASE STUDY
Process Overview
Learning Objective Understand and perform an integrated order-to-cash
cycle.
Scenario In order to process a complete order-to-cash process you will take
on different roles within the GBI company, e.g. sales agent, warehouse
worker, accounting clerk. Overall, you will be working in the Sales and
Distribution (SD), the Materials Management (MM) and the Financial
Accounting (FI) departments.
Employees involved David Lopez (East Rep. Miami)
Maria Diaz (Sales Person 1)
Matthias Dosch (Sales Person 2)
Sandeep Das (Warehouse Supervisor)
Sergey Petrov (Warehouse Employee)
Stephanie Bernard (Billing Clerk)
Jamie Shamblin (Cost Accountant)
Time 120 min
You start the sales order process by creating a new business partner (BP) with the role customer
(The Bike Zone) in Orlando. Then, you receive an inquiry which you will process into a
quotation. Once the quotation is accepted by the customer you create a sales order referencing the
quotation. As you will have enough bikes in stock, you deliver the products sold to your
customer, create an invoice and receive the payment.
The graphic below displays the complete process (17 tasks).

CASE STUDY
Table of Contents
Process Overview..............................................................................................................2
Step 1: Create New Customer............................................................................................5
Step 2: Create Contact Person for Customer ....................................................................14
Step 3: Create BP relationship .........................................................................................16
Step 4: Create Customer Inquiry......................................................................................20
Step 5: Create Customer Quotation..................................................................................26
Step 6: Create Sales Order Referencing a Quotation ........................................................33
Step 7: Check Stock Status..............................................................................................37
Step 8: Display Sales Order.............................................................................................40
Step 9: Start Delivery Process .........................................................................................44
Step 10: Check Stock Status ............................................................................................46
Step 11: Check Outbound Delivery Status.......................................................................48
Step 12: Post Goods Issue ...............................................................................................51
Step 13: Check Stock Status ............................................................................................53
Step 14: Create Invoice for Customer ..............................................................................56
Step 15: Display Billing Document and Customer Invoice ..............................................58
Step 16: Post Receipt of Customer Payment ....................................................................60
Step 17: Review Document Flow ....................................................................................63
Learning Snacks..............................................................................................................65

CASE STUDY
SD Challenge ..................................................................................................................67

CASE STUDY
Step 1: Create New Customer
Task Create a new customer.
Short Description Use the SAP Fiori Launchpad to create a new customer.
Name (Position) David Lopez (East Rep. Miami)
Time 15 min
In this case study, we will create the master data for a new customer. Two
types of customer data are stored about a customer – sales data and
accounting data. The customer master data is created in three groups, or
views – general, accounting, and sales. Customers can be created centrally,
meaning that all views are generated concurrently, or responsibility can be
distributed so that different personnel in the accounting and sales areas are
responsible for creating and maintaining the data in their respective views.
For this exercise, central creation will be used to enter all of the needed data
to define a new customer.
To create a new customer, use the app Maintain Business Partner.
Fiori App
In the Maintain Business Partner screen choose . Organization
Note: The business partner is created superordinate and assigned roles (for
example customer, vendor). The different roles are created at specific
organizational levels (company code, sales area).
Business partners can be categorized as a person, group, or organization, as
follows:
 An organization represents units, such as a company (for example, a
legal person), parts of a legal entity (for example, a department) or an
association. Organization is an umbrella term to map every kind of
situation in the day-to-day business activities.
 A group represents a shared living arrangement, a married couple, or
an executive board.

CASE STUDY
In the Create Organization screen select in the drop-down menu for Create in
BP role the Business Partner FI Customer. In the pop-up Change to another
BP role in create mode choose .
FI Customer
In the Create Organization: Role FI Customer screen make sure, that for the
field Create in BP Role FI Customer (New) is selected.
Enter Company for Title, The Bike Zone for Name and your number (###)
for Search Term. Further enter 2144 N Orange Ave for Street, 32804 for
Postal Code, Orlando for City, US for Country and FL for Region.
Select English for Language.
Company
The Bike Zone
###
2144 N Orange Ave
32804
Orlando
US, FL
English

CASE STUDY
Then click on the expand icon (on the right of Standard Address) to
access additional street address fields.
Scroll down and click on the search icon next to the Transportation Zone
field or click into the field Transportation Zone and press the F4 key. This
will produce the following pop-up window.

CASE STUDY
Double-click on Region East to select it. Region East
Note: In the general role of the business partner (BP), the business partner
name and address is entered. The general role data is relevant for sales and
distribution and for accounting. To avoid data redundancy, it is stored
centrally (client-specific). It is valid for all organizational units within a
client.
Clicking on will produce the following screen. There Enter
US00 for Company Code and confirm with Enter.
Note: Depending on the size of your browser window, you may not see the
company code. In this case you will find it under More ► Company code
or press Ctrl + F2.

CASE STUDY
In the tab Customer: Account Management enter 110000 for Reconciliation
acct. and 001 for Sort key.
110000
001
Then click on the tab Customer: Payment Transactions and enter 0001 for
Payment Terms. Confirm with Enter.
0001
In the drop down menu on the top Create in BP role choose Customer.

CASE STUDY
In the pop-up Change to another BP role in create mode choose
.
You will receive the message, that you created a Business partner. Now you
want to add additional information in the BP role Customer.
Click on and enter UE00 for Sales Org., WH for
Distr. Channel and BI for Division. Confirm with Enter.
UE00
WH
BI

CASE STUDY
Enter US0003 for Sales District, USD as Currency, 01 for Price Group and
1 for Customer Stats.Group.
US0003
USD
01
1
Then click on the tab Shipping. Enter 02 for Delivery Priority, 01 for Shipping
Conditions, MI00 for Delivering Plant and 3 for Max.Part.Deliveries.
Check with the screen below.
02
01
MI00
3

CASE STUDY
Navigate to the tab Billing and enter FOB for Incoterms and Miami for
Incoterms Location, 0001 for Payment Terms, 01 for Acct Assmt Grp Cust.
and 0 for all three Tax classific.
Check with the screen below
FOB Miami
0001
01
0

CASE STUDY
Click on to save your new customer data. The SAP-System creates a
unique customer number.
Choose again FI Customer (defined) in the drop-down menu Change in BP
role. If necessary, choose the button
FI Customer (defined)
Note: You have created a customer with a unique number. And for this
customer you have also created a unique Business partner number. With the
Business partner number, you can assign your customer more roles.
Business partner
number:
______________
Customer number:
______________
Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY
Step 2: Create Contact Person for Customer
Task Create a contact person for a customer.
Short Description Use the SAP Fiori Launchpad to create a contact person.
Name (Position) Maria Diaz (Sales Person 1)
Time 10 min
Now that we have created the master data for our new customer, The Bike
Zone, we can create the master data for a contact person. A contact person is
an employee/representative of the new customer’s company. The contact
person defines a specific person to communicate with when dealing with The
Bike Zone.
To create a contact person, use again the app Maintain Business Partner. Fiori App
In the Create Business Partner screen choose . Person
In the drop down menu Create in BP role choose Contact Person. In the pop-
up Change to another BP role in create mode choose .
Enter a Title, first name and last name of your choice. Enter ### as Search
Term. Further enter EN for Correspondence lang. and US for country.
Check with the screen below and click on the button .
Contact Person
Title
First name
Last name
###
EN
US

CASE STUDY

Your contact person will be given a unique number.
Contact person number:
______________

CASE STUDY
Step 3: Create BP relationship
Task Create BP relationship.
Short Description Use the SAP Fiori Launchpad to create a Busines Partner
relationship.
Name (Position) Maria Diaz (Sales Person 1)
Time 5 min
The contact person created for The Bike Zone needs to be assigned as a
business partner within the customer master.
To assign your new customer with the contact person you created in the step
before, use the app Create BP relationship. Fiori App
In the field Relationship Category use the F4 help. Select there Has Contact
Person.
F4
Has Contact Person
Confirm with .

CASE STUDY
In the field Business Partner 1 search for your Customer you created in the
first step. Use therefore the F4 help. Navigate to the Partner, General tab.
Enter for Name1/last name The Bike Zone and in the Search term 1 field
your three digital numbers ### and confirm with Enter or .
F4
The Bike Zone
###
You will get the following overview.
Select your entry and confirm with .
Back in the Create BP relationship: Initial screen choose again the F4 help
in the field Business partner 2.
In the tab Partners, General enter your three digital numbers and the last
name of your contact person. Choose .
F4
###
Last name contact
person
Select your line and choose .

CASE STUDY
Back in the Create BP Relationship: Initial Screen enter for Valid from
01/01/current year to 12/31/9999 and click on .
01/01/current year
12/31/9999
In the following screen enter 1 for VIP (management), 0002 for Department
(Purchasing) and 0002 for Function (Purchasing Manager). Choose .
1
0002
0002
In the tab Sales and Distribution Data choose again .

CASE STUDY
In the pop up choose Yes to save your entries. You will get the following
success message.
Choose Save.

CASE STUDY
Step 4: Create Customer Inquiry
Task Create a customer inquiry.
Short Description Use the SAP Launchpad to create a customer inquiry.
Name (Position) Matthias Dosch (Sales Person 2)
Time 10 min
Now we will enter an inquiry from our new customer, The Bike Zone. An
inquiry is a customer’s request to be provided with sales information without
obligation. An inquiry can relate to materials or services, conditions, and if
necessary delivery dates.
To create an inquiry, use the app Create Inquiry. Fiori App
This will produce the following screen.

CASE STUDY
Enter the following information: IN for Inquiry Type, UE00 for Sales
Organization, WH for Distribution Channel and BI for Division. Then click
on . This will produce the following screen.
IN
UE00
WH
BI
Click on the Sold-To Party field, then click on the search icon , which will
bring up the following search screen.
Because you have defined a search term when we created our new customer,
we can now use it to find your The Bike Zone.
Click on the Customers (general) tab, enter ### for search term and Orlando
for City. Then, click on . This will produce the new customer.
###
Orlando
Double-click on The Bike Zone to select it. Fill in the same number for the
Ship-To Party.
Enter ### for Cust. Reference, today’s date for the Customer Reference
Date (F4, then Enter), today’s date for the Valid from date (F4, then Enter)
###
today’s date
one month from today

CASE STUDY
and a date one month from today for the Valid to date (F4, then select the
date).
The Bike Zone wants prices on two products – the Deluxe Touring Bike
(black) and the Professional Touring Bike (black). To find these products,
we need to use the search function. Click on the material field in the first
item line, then click on the search icon . Make sure you are on the Sales
material by description tab. You can find them by using .
On the Sales material by description tab, enter Sales Organization UE00,
Distribution Channel WH and Material *### (e.g. *005 if your number is
005). Then click on to get the list of bicycles.
UE00
WH
*###

CASE STUDY
Double-click on the Deluxe Touring Bike (black) to select it and enter an
order quantity of 5 pieces.
DXTR1###
5
Repeat the process to enter a quantity of 2 of the Professional Touring Bike
(black). Choose Enter to determine the price for this order.
PRTR1###
2
The total price for these 7 bikes to The Bike Zone is $21,400.00, which is
given by the net value. The Expected Order Value ($6,420.00) is a calculated
value which takes the net value of the order and multiplies it by the
probability of having an inquiry from this customer turn into an actual order.
Select both items and choose Item conditions . There choose the tab
Sales A.

CASE STUDY
The order probability of 30% is the default value for Global Bike Inc. for
inquiry documents. The expected order value is 0.30 x $21,400.00 =
$6,420.00. We can change the order probability for an inquiry, which makes
sense as different customer inquiries would have different probabilities of
becoming an actual sales order.
Change the Order Probabilities to 70% , then choose
Next Item to get to PRTR1###. There change the Order Probabilities to
70% again. to update the inquiry and note the new Expect.ord.val of
$14,980.00.
70
Furthermore, you can check the availability of your material. Therefore,
select your item and click on Display
availability . Choose to go back to the overview screen.

CASE STUDY
How many bikes of you PRTR1### are available?
_____________________
Click on to save the inquiry. The SAP system will assign a unique
number to the inquiry.
Inquiry number:
______________

CASE STUDY
Step 5: Create Customer Quotation
Task Create a customer quotation.
Short Description Use the SAP Launchpad to create a customer quotation.
Time 10 min
An inquiry presents the terms (price, delivery schedule) to a customer
considering a purchase. A quotation is similar, except that it is a legally
binding offer for delivering the requested product or services.
The Bike Zone would like a firm quote for the items in the inquiry created
before. We can do this easily by copying the details from the inquiry into the
new quotation.
To do this, use the app Manage Sales Quotations.
Fiori App
Click on .
Enter QT for Quotation Type, then click on Create with Reference
. This will produce the following screen.
QT

CASE STUDY
Make sure the Inquiry tab is selected, click on the Inquiry field, then on the
search icon . This will produce the following search window.
In the Sales document according to customer PO number tab, enter your
Purchase Order No. (###), then click on . This will produce a list with
the inquiry for The Bike Zone.
###

CASE STUDY
Double-click on the inquiry to select it, and the inquiry number will be
copied in the Create with Reference window.
Click on the button to copy information from the inquiry into the
quotation screen.

CASE STUDY
Enter ### as Customer Reference number again, today’s date for the
Customer Ref. Date, a date one month from today for the Valid to date, and
a date one month from today for the Required Delivery date. Then choose
Enter, which will produce the following warning.
###
today’s date
If the warning shows up in a pop up close the warning message. Again,
choose Enter. This will produce an information message.
Click on Continue to acknowledge this information.
To encourage The Bike Zone to become a loyal customer, you have been
authorized to give a $50.00 discount on each Deluxe Touring bike, as well as
a 5% discount on the entire order.
To add the $50.00, select the Deluxe Touring bike line in the order, then
click on the Item conditions icon . You will get a screen that shows the
pricing details for your Deluxe Touring Bike.

CASE STUDY
Note: The condition master data includes prices, surcharges, and discounts,
freights, and taxes.You can define condition master data (condition records)
to be dependent on various data. You can, for example, maintain a material
price customer-specifically. In SAP, pricing is done using conditions. The
pricing procedure defines which condition types are to be used to calculate
the final price. Condition type PR00 is a gross price condition.
To add a discount, we can add condition type K004 (material discount) with
an amount of 50 to the pricing procedure.
K004
50
After confirming with Enter, a new price for the 5 Deluxe Touring bikes
will be calculated.

CASE STUDY
Note that the discount is now applied to the order. Click on the back icon
to return to the main quotation screen.
To apply a 5% discount to the entire order, follow the pull-down menu path:
More ► Go to ► Header ► Conditions
To apply the 5% discount, enter CnTy (condition type) RA00 (Net Discount)
with an amount of 5, then choose Enter. Note that the price does not yet
include the 5% discount.
RA00
5

CASE STUDY
To include the 5% discount, click on the activate icon .
The 5% discount is now applied. Note that it is applied to the price after the
$50 discount per Deluxe Touring bike.
What is the difference between the first and the second discount regarding
the DXTR1### and PRTR1###?
____________________________________________________
____________________________________________________
Click on to save the new quotation.

CASE STUDY
Step 6: Create Sales Order Referencing a Quotation
Task Create a sales order with reference to a quotation.
Short Description Use the SAP Fiori Launchpad to create a sales order.
Time 10 min
The Bike Zone has agreed to the terms and conditions in the quotation and
wants to order the bikes in the quotation. As a result, we can simplify the
order creation process by copying the quotation into a sales order.
To create a sales order, use the app Manage Sales Order.
The app Manage Sales Order is a dynamic app. In this case, the app shows a
3. That means that GBI has three different sales orders. The number you see
depends on the tasks you and your class have created previously.
Fiori App
In the screen Manage Sales Orders you can display all Sales Orders from
Global Bike. Therefore, just choose .
We want to create a new sales order. Therefore, click on the button
.

CASE STUDY
Enter Order Type OR. The other fields do not necessarily need to be filled. OR
Then, click on the icon. This will produce the
following pop-up search window.
Make sure that the Quotation tab is selected, click on the Quotation field,
then on the search icon .
On the following search window, make sure you select the Sales document
according to customer PO number tab, enter ### for Purchase Order
Number, then click on .
###

CASE STUDY
After double-clicking on the quotation, the number for the quotation will be
entered into the Create with Reference window.
With the Quotation number entered, click on the icon to copy the
information from the quotation into the sales order screen.
Enter ### for Cust. Reference and today’s date (F4, then Enter) for the Cust.
Ref.Date. Note that the Req.deliv.date is copied from the quotation. Click on
to save the sales order. The SAP system will assign a sales order
number.
###
today’s date

CASE STUDY
Back in the Fiori Launchpad look hat the Manage Sales Orders app. You will
see, that you have now one more sales order.

CASE STUDY
Step 7: Check Stock Status
Task Check the inventory.
Short Description Use the SAP Launchpad to check the stock status.
Time 5 min
We can check on the inventory level of the bikes in the sales order for The
Bike Zone. To do this, use the app Display Stock Overview.
Fiori App
To find the material number for your bikes, click on the Material field, then
click on the search icon .
Select the tab Sales material by description. Enter UE00 for Sales
Organization, WH for Distribution Channel and Material *### (e.g. *002 if
your number is 002). Then click the enter icon to find the list of
materials.
UE00
WH
*###

CASE STUDY
Double-click on the Deluxe Touring Bike (black) to select it.
With the material number entered from the search list, enter MI00 for Plant.
Then click on the execute icon to look at the stock level.
MI00
This report gives stock levels for the DC in Miami.
You can get more detail on the stock of black Deluxe Touring bikes. Select
the Miami DC, then click on the icon. This will give
you very specific information about the inventory of black Deluxe Touring
bikes.

CASE STUDY
Note the 5 bikes that are part of the sales order. Click on the enter icon to
close the Detailed Display window, then click on the back icon to return
to the main screen.
Use the search function to enter the material number for the Professional
Touring bike (black). Click on the execute icon and review the
stock level for this bike.

CASE STUDY
Step 8: Display Sales Order
Task Display a sales order.
Short Description Use the SAP Launchpad to display a sales order.
Name (Position) Sandeep Das (Warehouse Supervisor)
Time 10 min
With relatively little user input, the sales order for The Bike Zone has been
created. The Display Sales Order transaction provides the opportunity to
review the order in detail.
To display a sales order, use the app List Sales Order. Fiori App

CASE STUDY
In the field Sold-To Party use the F4-Help to find your Customer and enter
### in the field Customer Reference. Afterwards click on .
Customer number
###
After double-clicking on your sales order number (Sales document column),
this view should be produced.
Select the Professional Touring bike line item, then click on the display
availability icon to explore the stock for this item in detail.
This screen shows how many bikes we have in stock and the order we are
displaying will use 2 of these.

CASE STUDY
Note Your numbers may be different.
Choosing More  Scope of check will produce the following window.
This screen displays the elements considered when performing the
availability check. For example, Incl. purchase orders is selected, which
means that a purchase order will be considered as available stock from its
receipt date onward.
Click on , then click on the back icon to return to the overview
screen.

CASE STUDY
After selecting the Deluxe Touring bike line and clicking on the item
conditions icon , the following screen will be displayed.
The details of the price calculation for the Deluxe Touring bike are
displayed. Note the two discounts that were manually applied to this line
item.
What is the Internal price of your bike DXTR1####?
_________________________

CASE STUDY
Step 9: Start Delivery Process
Task Start the delivery process.
Short Description Use the SAP Launchpad to start the delivery process.
Name (Position) Sergey Petrov (Warehouse Employee)
Time 5 min
To start the process that will fulfill The Bike Zone’s order, we need to create
a delivery document. To do this, use the app Create Outbound Deliveries. Fiori App
Note: You trigger shipping activities by creating deliveries. The responsible
organizational unit for creating deliveries is the shipping point. The shipping
point can be a loading ramp, a mail depot, or a rail depot. It can also be, for
example, a group of employees responsible (only) for organizing urgent
deliveries.
Use the F4 help in the field Ship-To Party .
Enter Orlando in City field, US in Country field and choose . Scroll
down until you find your customer. Select your customer The Bike Zone
with the right customer number and click on .
*###
US

CASE STUDY
In the pull-down menu Planned Creation Date choose Date Range for Time
Period and 01/01/current year to 12/31/current year and click on .
All
Select the Sales Document and click on .
You will see that the sales document is not available anymore.

CASE STUDY
Time 5 min
To check on the inventory for the bikes in the sales order for The Bike Zone,
use the app, Display Stock Overview. Menu path
If the Material and Plant fields are not automatically filled in, click on the
Material field, then click on the search icon . Use the Sales material by
description tab with UE00 for Sales Organization, WH for Distribution
Channel and *### for Material. Pick the black Deluxe Touring bike. Then,
enter MI00 in the Plant field.
UE00
WH
*###
MI00
When the Material and the Plant field are correctly filled (compare with the
screenshot above), click on the execute icon . This will produce the
following screen.

CASE STUDY
Select the Miami DC, then click on the icon.
Note that the 5 bikes for The Bike Zone order are now showed as Schd. for
delivery. Click on the enter icon to close the Detailed Display window.

CASE STUDY
Step 11: Check Outbound Delivery Status
Task Check the outbound delivery status.
Short Description Use the SAP Launchpad to check the outbound delivery
status.
Time 5 min
To check the outbound delivery status for the sales order from The Bike
Zone, use the app Outbound Deliveries. Fiori App
Choose .
In the pop-up Adapt Filters change the Overall Status to All. Click on
, choose the Filter Created by and click on . Enter in
the new Field your Name and click on .
You can see different Deliveries. Please note, that your screen may show
more Deliveries.
You can check the status of your delivery. For further information, click on
.

CASE STUDY
In the field Picking Quantity enter 5 for your material DXTR1### and 2 for
your material PRTR1###.
5
2
Note: Picking is the process of preparing or providing goods for delivery to
the customer with special attention paid to dates, quantity and quality.
Click on next to your Deluxe Touring Bike. In the screen delivery Item 1
of 2 enter FG00 (Finished Goods) for the Storage Location. Confirm with
.
FG00

CASE STUDY
Repeat the steps for your material PRTR1###. Back in the screen Pick
Outbound Delivery click on .
FG00
You should get the following message.
Now, the system will be ready to book the goods issue.

CASE STUDY
Step 12: Post Goods Issue
Task Post a goods issue.
Short Description Use the SAP Launchpad to post a goods issue.
Time 5 min
To post the goods issue (change the possession of the material from GBI to The
Bike Zone), use the app Outbound Deliveries. Fiori App
In the Overall Status field choose All. To see only your deliveries click on
and then . There you have to select Created by
and confirm your selection with . In the field of the newly created filter enter
your user-name and press Enter.
Select your delivery.
*###
Orlando
Press .
In the pop-up Goods Issue enter today as actual GI date for the selected delivery
and press .
today

CASE STUDY
You will receive the following message: .

CASE STUDY
Time 5 min
To see the impact that the goods issue for the bikes in the sales order for The
Bike Zone has had on the inventory position of GBI, use the app Display
Stock Overview.
Fiori App
This will produce the Stock Overview: Company Code/Plant/Storage
Location/Batch screen.
Click on the Material field, then click on the search icon . Use the Sales
material by description tab with UE00 for Sales Organization, WH for
Distribution Channel and *### for Material. Pick the black Deluxe Touring
bike. Then, enter MI00 in the Plant field.
UE00
WH
*###
MI00
When the Material and the Plant field are correctly filled (compare with the
screenshot above), click on . This will produce the following
screen.

CASE STUDY
Note that the available inventory has changed. Select the Miami DC, then
click on the icon.

CASE STUDY
The inventory is reduced from before by the amount that used to appear as
Schd. for delivery. Click on the enter icon to close the window.

CASE STUDY
Step 14: Create Invoice for Customer
Task Create a billing document for a customer.
Short Description Use the SAP Launchpad to create a customer billing
document.
Name (Position) Stephanie Bernard (Billing Clerk)
Time 10 min
With the delivery complete, the customer can be invoiced. To do this, use the
app Create Billing Documents VF01.
Fiori App
In the Create Billing Document View you see that the List is empty.
Click on to find your Sales Document.

CASE STUDY
In the following screen Maintain Billing Due List select todays date for
Billing Date From. In the Sold-To Party find your customer. Then click on
Today’s date
Customer number
Make sure your customer is selected and click on
.
You get an overview of your Billing Items. Make sure your two Bikes are
listed.
Click on then on the home icon to return to the Fiori Launchpad
overview.

CASE STUDY
Step 15: Display Billing Document and Customer Invoice
Task Display a billing document and a customer invoice.
Short Description Use the SAP Launchpad to display a billing
document/customer invoice.
Name (Position) Stephanie Bernard (Billing Clerk)
Time 5 min
The invoice that will be sent to The Bike Zone can be viewed by using the
app Display Billing Document. Fiori App
If the billing document number is not entered automatically, you can find it
with the F4 help. Extend the tab Restrictions. Enter there your Sold-to party
and press Enter.
Double click at your Billing Document Number.
F4
Sold-to party
If you don’t know your Sold-to party number, go back to the Fiori
Launchpad and open the App Display Customer Balances. Use the F4 Help
in the Customer field. In the pop-up enter Orlando as City and *### as
Fiori App
F4
Orlando
*###

CASE STUDY
Search term and click on . Write down your Sold-to party number and
restart this step.
Back in the Display Billing Document press .
To review the accounting implications of this sale, click on the
icon. This will produce the following screen.
Review the accounting postings due to this sales order.

CASE STUDY
Step 16: Post Receipt of Customer Payment
Task Post a customer payment receipt.
Short Description Use the SAP Launchpad to post a customer payment
receipt.
Name (Position) Jamie Shamblin (Cost Accountant)
Time 10 min
After The Bike Zone mails its payment, it needs to be recorded. To do this,
use the app Post Incoming Payments.
Fiori App
Enter US00 for Company Code, the current date for the Posting and Journal
Entry Date as well as for the Value Date. In the pull-down menu Journal
Entry Type select DZ, the current period for Period. Enter 100000 G/L
Account, $20,092.50 and USD for Amount/Currency.
US00, current date,
current date, DZ, current
period, 100000,
20.092,50, USD
Under Open Item Selection, select in the Account Type/ Account ID field
Customer and use the F4 help to find your customer number.
Customer
As The Bike Zone was created with the data set number (###) as a search
term, you can use this and the City Orlando to find your Bike Zone
customer.
###
Orlando
Compare your screen with the screenshot below and press .

CASE STUDY
In the list of Open Items click on the button.
The screen shows you a 0.00 balance (in the right corner).
Then click on the icon to post the payment. The system will assign a
document number automatically.
Click on .

CASE STUDY

CASE STUDY
Step 17: Review Document Flow
Task Review the document flow.
Short Description Use the SAP Launchpad to review the document flow.
Time 5 min
The document flow tool links all documents that were used in The Bike
Zone’s sales order. Again, there are many ways to access the document flow
tool. One way is to start by displaying all material documents.
To display the document flow, use the app Material Documents Overview. Fiori App
In the Material Documents Overview screen enter MI00 for Plant,
DXTR1### and PRTR1### as Material and as Posting Date 01.10.2016-
today. Compare your screen with the screenshot below and press .
MI00
DXTR1###, PRTR1###
01.10.2016-today
You will get an overview of the items.

CASE STUDY
Click in the row from the Deluxe Touring Bike, to get more information
about the material document.
In the following screen click on .
The document flow for The Bike Zone will look like the following.

CASE STUDY
Learning Snacks
In order to test and consolidate your knowledge use the app Learning Snack
SD.
Fiori App
You see all the snacks for the individual case studies. Select the Snack SD
English and answer all fifteen questions. Learning Snack
Hint:
If you do not see any Apps, you need to change the language on the page
Learning Snacks. Therefore click on the current language right next to
change language and choose English.

CASE STUDY
When you have answered all the questions you will receive a success
message and your placement.

CASE STUDY
SD Challenge
Learning Objective Understand and perform an integrated order-to-cash-
process.
Time 75 min
Motivation Having successfully completed the case study Sales and Distribution, you should be able
to perform the following task independently.
Scenario Your customer The Bike Zone wishes to profit from your new initiative, which promises
one free off-road helmet for each mountain bike ordered. A single item can be marked as a Free of
Charge Item (Item Category - TANN) within the Item detail view of a standard order. Please note that
off-road helmets belong to a different division. Notice that you thus need to expand the rights of your
customer The Bike Zone to the effect that the company can release cross-division orders for the
divisions accessories and cross-division. Subsequently, please sell five mountain bikes for men and
five mountain bikes for women to The Bike Zone. Since The Bike Zone is a long-term customer, the
company gets $50 discount on each ordered mountain bike and an additional discount of 3% off the
gross price for the complete purchase.
Task Information Since this task is based on the case study Sales and Distribution, you are allowed
to use it for support. It is however recommended to solve this advanced task without support to test
the newly gained knowledge. Perform a complete order-to-cash-process including the incoming
payment of your customer

Global Bike
Curriculum: Introduction to S/4HANA using Global Bike

Teaching material - Information
Teaching material - Version
i
 Software used
 Prerequisites
 Model
• SAP S/4HANA 1809
• No Prerequisites needed
• Global Bike
 3.3 (Mai 2019)

Module Information
Authors
Target Audience
 Simha Magal
 Stefan Weidner
 Jeff Word
 Beginner

Module Information
Learning Objectives
At the completion of this module, you should be able to:
 Describe the story of the Global Bike Group
 Draw the organisational structures of the Global Bike Group
 Describe the essential characteristics of the products and business partners of the Global Bike
Group.
 List the business processes of the Global Bike Group.

Agenda
 Global Bike Group
 Organizational Structure
 Products
 Business Partners
 Business Processes

Global Bike Group
 Background:
• Global concern using full ERP capabilities
• Consists of two companies located in the US and in Germany
 History:
• John Davis won numerous mountain bike championships in the US
• In 1990, started his own mountain bike company (Frankenstein Bikes)
• Peter Schwarz grew up on road bikes in the Black Forest, Germany
• As a student, he engineered ultra-light composite frames
• In 1993, started his own bike frame company (Heidelberg Composites)
• Both met in 2000
• In 2001, merged to form Global Bike Inc.

 Strategy:
• John and Peter are Co-CEOs
• John is responsible for (in terms of reporting)
 Sales, Marketing, Service and Support, IT, Finance, and Human Resources
 sells products and brings in money
• Peter is responsible for
 Research, Design, Procurement, and Manufacturing Groups
 builds products and spends money
• World-class bicycle company serving both the professional and “prosumer” in touring and off-road racing.
• Focus on:
 Quality
 Toughness
 Performance
Global Bike Group

Agenda
 Products

Organizational Structure (Overview)
Global Bike Group
Global Bike Inc. Global Bike Germany GmbH
Co-CEO John Davis
Co-CEO Peter Schwarz
Dallas Miami San Diego Heidelberg Hamburg
Concern
Companies
Locations

 Employees (US and Germany)
Organizational Structure (Human Resources)

Agenda
 Products

Products
 Trading Goods
• Accessories
 Safety Gear
 Other
 Raw Materials

Products
 Semi-Finished Goods
 Finished Goods
• Touring Bikes (Deluxe, Professional) in three colors
• Off-Road Bikes (Men, Women)

Agenda
 Products

 Customers (US and Germany)
Business Partners

 Vendors (US and Germany)
Vendors (US and Germany)

Agenda
 Products

 People – Human Capital Management
 Store – Inventory and Warehouse Management
 Maintain – Enterprise Asset Management
 Service – Customer Service
 Project – Project Management
 Sell – Fulfillment
 Buy – Procurement
 Make – Production
 Track – Financial Accounting
 Track – Controlling
Business Processes

Cross-functional Integration

 Order-to-Cash Process
• Sales and Distribution (SD)
• Materials Management (MM)
• Financial Accounting (FI)
Process Integration (example)

 Procure-to-Cash Process
• Materials Management (MM)
• Financial Accounting (FI)
Process Integration (example)

CASE STUDY
Product
SAP S/4HANA 1809
Global Bike
Level
Beginner
Focus
Company Background
Authors
Simha Magal
Stefan Weidner
Jeff Word
Version
3.3
Last Update
May 2019
MOTIVATION
A general understanding of Global
Bike (the enterprise) prior to
embarking on hands-on exercises
and case studies in the SAP ERP
client is critical for success.
This narrative provides a historical
background for how Global Bike
began and an overview of its
operations and strategy. This
information will be used
extensively throughout the
curriculum material.
NOTES
The Global Bike data set has
exclusively been created for SAP UA
global curricula.
Global Bike Group
Background and overview of Global Bike strategy and operations.

© SAP SE / SAP UCC Magdeburg Page 2
CASE STUDY
Company History
Task Get to know the company’s history.
Short Description Read the below narrative to learn about the company’s
history.
Time 15 min
The Global Bike Group has a pragmatic design philosophy that comes from
its deep roots in both the off-road trail racing and long-distance road racing
sports. Nearly 20 years ago, its founders designed their first bikes out of
necessity—they had races to win and the bikes that were available at the
time did not perform to their extremely high standards. So, they took matters
into their own hands and built legendary bikes that would outlast and
outperform the competition. From these humble origins, Global Bike
Incorporated was born and continues to deliver innovative high-performance
bicycles to the world’s most demanding riders.
This heritage of entrepreneurial spirit and quest for design perfection is still
the cornerstone of Global Bike’s corporate philosophy. Global Bike
produces bikes for the most demanding competitors—whether the
competition is on pavement or dirt, for money, fame or just bragging rights.
John Davis earned his racing scars in the mountain racing circuit in America,
where he won numerous downhill and cross-country championships. Early
on, John realized that the mass-produced bicycles available were inadequate
in many ways for the type of racing he was doing. So, John stripped four of
his old bikes down to the bare metal and rebuilt them into a single
“Frankenstein” bike that he rode to win the national championship. Once
news of his Frankenstein bike got out, John’s friends and even his
competitors began asking him to build them a Frankenstein bike too. While
recovering from an injury in 1990, John started producing the first series of
Frankenstein bikes in his garage—each one custom-built from cannibalized
parts from other bikes. As more and more orders came in, John successfully
expanded Frankenstein Bikes from his garage operations into a full-blown
manufacturing facility in Dallas and began producing custom trail bikes
which he sold through a network of specialized bike dealers throughout the
country.
At nearly the same time, halfway around the world in Heidelberg, Germany,
Peter Schwarz was studying engineering and competing in regional touring
races on weekends. In between his races and studies, Peter worked at a bike
shop in Heidelberg, fixing student bikes and tuning the touring bikes that he
and his friends rode for competitions. As Peter’s reputation as a fierce
competitor and mechanical wizard grew, he also began to design and build
road bikes based on an ultra-light composite frame that he had created for
one of his engineering courses. Peter’s innovative use of carbon composite
materials allowed him to build a frame that was significantly stronger and
one tenth the weight of competing frames. As a student, Peter did not have a
great deal of financial resources, so he partnered with a local company that
manufactured his frame designs as a contract manufacturer. Soon, Peter’s
frames were being used by racers all over Europe and he started Heidelberg
Notes

CASE STUDY
Composites to market and design frames which would be fabricated by a
contract manufacturer on a larger scale. Heidelberg Composites sold its
frames to specialized bike stores throughout Europe and directly to racing
teams, eventually becoming the leader in lightweight touring frames in
Europe.
Through a twist of fate, Peter and John met each other in 2000 and
immediately recognized their mutual passion for performance and
complimentary business models. Each had been looking for a partner in
another racing field and each had been looking for a partner in a different
market. They quickly realized that a merger between their two companies
would be extremely synergistic and that the combination of their product
lines and regional distribution channels would generate a great deal of
efficiencies.
So, in 2001, Heidelberg Composites and Frankenstein Bikes merged to form
Global Bike. Today, John and Peter share the responsibilities for managing
Global Bike’s growing organization as co-CEO’s. John is responsible for
sales, marketing, service & support, IT, finance and human resources groups
and Peter is responsible for research, design, procurement and manufacturing
groups from an organizational reporting perspective.
Figure 1:
Organizational Structure
However, Global Bike is a process-centric organization, so John and Peter
prefer to think of the processes that they are responsible for, rather than the
functional areas of the company that report to them. From this perspective,
Peter is responsible for Idea-to-Market and Build-to-Stock and John is
responsible for Order-to-Cash and Service & Support, as well as the
supporting services for all four key processes. The simple way to look at
their responsibilities would be to say that Peter spends money and builds
products and John sells products and brings in money.
Board of
Directors
John (Co-CEO)
VP Marketing
Chief
Information
Officer
Chief Financial
Officer
VP Human
Resources
Peter (Co-CEO)
VP Research
and
Development
VP Operations

CASE STUDY
Figure 2:
Enterprise Process Map

CASE STUDY
Corporate Overview
Task Develop an organizational chart for Global Bike’s enterprise structure.
Short Description Read the below narrative to gather all relevant
information for sketching Global Bike’s current company structure.
Time 15 min
Due to several tax and export issues, Global Bike Groups’s headquarters is
located in Dallas and Global Bike Inc. is registered as a US company,
following US GAAP accounting standards. Global Bike Group operates a
subsidiary company, Global Bike Germany GmbH, which is based in
Heidelberg and is subject to IFRS accounting standards and German tax
regulations.
Material planning, finance, administration, HR and IT functions are
consolidated at the Dallas headquarters. The Dallas facility manufactures
products for the US and export markets and its warehouse manages product
distribution for the central US and internet retailers. Global Bike Inc. also
has warehouses for shipping and export in both San Diego and Miami. San
Diego handles West Coast distribution and exports for Asia, while Miami
handles East Coast distribution and Latin America exports.
Global Bike Germany GmbH has its headquarters in Heidelberg Germany.
The majority of research and development is housed in the Heidelberg
offices. Heidelberg is also the main manufacturing facility for Global Bike in
Europe. The Heidelberg warehouse handles all shipping for southern Europe.
The Hamburg warehouse handles all shipping for the UK, Ireland, Middle
East and Africa. Global Bike sells its bikes throughout the world and
employs approximately 100 people, 2/3rds of the employees are in the US
and the remaining 1/3 in Europe.
Notes
Organizational Chart

CASE STUDY
Product Strategy
Task Get familiar with Global Bike’s product strategy.
Short Description Read the below narrative about Global Bike’s product
strategy.
Time 15 min
Global Bike is a world class bicycle company serving the professional and
“prosumer” cyclists for touring and off-road racing. Global Bike’s riders
demand the highest level of quality, toughness and performance from their
bikes and accessories.
Product development is the most critical element of Global Bike’s past and
future growth. Global Bike has invested heavily in this area, focusing on
innovation, quality, safety and speed to market. Global Bike has an extensive
innovation network to source ideas from riders, dealers and professionals to
continuously improve the performance, reliability and quality of its bicycles.
In the touring bike category, Global Bike’s handcrafted bicycles have won
numerous design awards and are sold in over 10 countries. Global Bike’s
signature composite frames are world-renowned for their strength, low
weight and easy maintenance. Global Bike bikes are consistently ridden in
the Tour de France and other major international road races. Global Bike
produces two models of their signature road bikes, a deluxe and professional
model. The key difference between the two models is the type of wheels
used, aluminum for the basic model and carbon composite for the
professional model.
Global Bike’s off-road are also recognized as incredibly tough and easy to
maintain. Global Bike trail bikes are the preferred choice of world champion
off-road racers and have become synonymous with performance and strength
in one of the most grueling sports in the world. Global Bike produces two
types of off-road bike, a men’s and women’s model. The basic difference
between the two models is the smaller size and ergonomic shaping of the
women’s frame.
Notes
Figure 3
Global Bike Finished
Products
Global Bike also sells an accessories product line comprised of helmets, t-
shirts and other riding accessories. Global Bike partners with only the
highest quality suppliers of accessories which will help enhance riders’
performance and comfort while riding Global Bike bikes.

CASE STUDY
Figure 4
Global Bike Trading
Goods

CASE STUDY
Manufacturing Strategy
Task Get familiar with Global Bike’s manufacturing strategy.
Short Description Read the below narrative about Global Bike’s
manufacturing strategy.
Time 10 min
Global Bike operates two production facilities, Dallas and Heidelberg. Each
facility has three assembly lines and can produce around 1000 bikes per
year. Total production capacity is roughly 6000 bikes per year, but can be
increased by 15%-20% by using overtime hours and part-time workers.
Global Bike has outsourced the production of both off-road and touring
frames and the carbon composite wheels to trusted partners who have
specialty facilities to fabricate the complex materials used. Global Bike
maintains very collaborative research and design relationships with these
specialty partners to ensure that innovations in both material and structural
capabilities are incorporated into the frames. Global Bike primarily
assembles semi-finished goods into finished goods at its production
facilities. Finished goods are either stored in the local warehouse or shipped
to other regional distribution centers to fulfill customer orders.
Notes
Figure 5
Global Bike Raw
Materials
Global Bike Semi-
Finished Goods

CASE STUDY
Distribution Network
Task Get familiar with Global Bike’s distribution network.
Short Description Read the below narrative about Global Bike’s distribution
network.
Time 10 min
Given the highly specialized nature of Global Bike’s bicycles and the
personalized needs of riders, Global Bike sells its bikes exclusively through
well-known and respected Independent Bicycle Dealers (IBDs). These dealers
employ staff members who are experts in off-road and tour racing to help
consumers choose the right Global Bike bike and accessories for their
individual needs.
Notes
Figure 6
Global Bike
Customers in
US and Germany
Due to the highly technical nature of its products, Global Bike has embraced the
Internet primarily as an information channel, maximizing its potential for
educating consumers and partners and marketing its products to a large
audience.
Since Global Bike’s main sales channel is through specialty resellers and there
are complex tax issues associated with selling in multiple states and countries,
they have a limited amount of internet sales.

CASE STUDY
Partner Network
Task Get familiar with Global Bike’s partner network.
Short Description Read the below narrative about Global Bike’s partner
network.
Time 10 min
Global Bike has established an extensive partner operation to ensure process
continuity between Global Bike and its partners to deliver best-in-class
products for its customers. Special attention has been paid to nurturing strong
relationships with suppliers and Global Bike is generally the largest customer
of its main suppliers.
Notes
Figure 7
Global Bike Vendors in
US and Germany

CASE STUDY
IT Strategy
Task Get familiar with Global Bike’s IT strategy.
Short Description Read the below narrative about Global Bike’s
information technology strategy.
Time 5 min
During 2009, Global Bike integrated a shared services model for all IT
functions, located in the Dallas office. Along with this move to centralized
IT, Global Bike also implemented SAP ERP (version 6.0). Prior to this,
divisions were running multiple, independent application environments. All
ERP functions are centralized with the primary objectives to reduce costs and
deliver best-in-class technology to all divisions globally. This centralized
approach offers Global Bike an advanced business platform under a highly
controlled environment, which enables consistency of operations and process
integrity across the globe.
Notes

CASE STUDY
Product
SAP S/4HANA
On-premise
SAP Fiori
Level
Beginner
Focus
Navigation in SAP
S/4HANA Fiori 2.0
Authors
Babett Ruß
Stefan Weidner
Version
3.3
Last Update
May 2019
MOTIVATION
This material explains how to
navigate in SAP S/4HANA systems
using the SAP Fiori apps. It is
aimed at students at universities,
universities of applied sciences
and other educational institutions
with no previous experience of
SAP Fiori. It can be used in the
class or for self-study.
After completion of the course,
students will be able to navigate
through the SAP Fiori interface to
work on business processes and
case studies on their own.
Furthermore, this material serves
as a reference for occasional users
of SAP systems.
LEARNING METHOD
Before you use this case study, you
need to have an SAP S/4HANA user
account.
The learning method used is guided
learning. This is a suitable method
because navigating in SAP systems
is a fundamental skill but also very
complex.
The benefit of this method is that
knowledge is imparted quickly.
Students also acquire practical skills
and competencies. Similar to a case
study, this method explains a
process or procedure in detail.
By using exercises at the end of each
part, students can put their
knowledge into practice and gain a
sustainable understanding of the
underlying processes.
Navigation in SAP S/4HANA
Introduction to Navigation in SAP solutions on the example of SAP
S/4HANA.

© SAP UCC Magdeburg Seite 2
CASE STUDY
Table of Contents
STEP 1: LOGGING IN TO SAP S/4HANA.....................................................................................................................3
STEP 2: THREE SAP FIORI APP TYPES........................................................................................................................5
STEP 3: ORGANIZATION AND COMPOSITION OF THE LAUNCHPAD..........................................................................9
STEP 4: ADD FAVORITES TO YOUR OWN GROUP ...................................................................................................16
STEP 5: SET SETTINGS ............................................................................................................................................24
STEP 6: TRANSFER DATA INTO EXCEL.....................................................................................................................30
STEP 7: SENDING E-MAILS......................................................................................................................................32
STEP 8: LOGGING OFF SAP S/4HANA .....................................................................................................................34
LEARNING SNACKS ................................................................................................................................................36

CASE STUDY
Step 1: Logging in to SAP S/4HANA
Task Log in to the system. Time 10 Min.
Launch a web browser and use the link provided by your instructor to log in.
Alternatively, you can use the SAP GUI. Enter the SAP Easy Access Menu
and click on the Fiori Launchpad in your favorites. SAP Fiori Launchpad
In the log in screen enter your UserID, password, EN should be defaulted for
Language, and enter your client number. Click on Log On.
User name
Password
Client
English
When you log in for the first time, you are requested to change your
password. Enter a password of your choice, confirm it and click change.
Password of your
choice

CASE STUDY
The next screen verifies the password change. Click on Continue to reach the
SAP S/4HANA home page which is also called the Launchpad. The
Launchpad represents the starting point to navigate through all applications
and shows all the SAP Fiori apps you are authorised to use. Furthermore, the
Launchpad provides an Enterprise Search tool to find more SAP Fiori apps,
transaction data, or master data. All SAP Fiori apps are presented as tiles and
grouped into different business process groups like Project Management or
Financial Accounting.
Continue
Whenever you are in a App and you would like to get back to the Launchpad,
you can press the home button in the upper left corner.
home button

CASE STUDY
Step 2: Three SAP Fiori app types
Task Get familiar with the three different SAP Fiori app types provided by the
Launchpad.
Time 10 Min.
The SAP S/4HANA Fiori Launchpad enables you to use all SAP functions
online using a computer or using a mobile device. You can access SAP
S/4HANA from tablets or smartphones to perform simple tasks on your
mobile device. Furthermore, the SAP Fiori apps provide personalized and
faster access to all business processes.
SAP Fiori apps are divided into three different types: Transactional Apps,
Analytical Apps, and Fact Sheets.
Transactional Apps:
Transactional Apps are used to perform discrete tasks in
a business process or entire business processes including
leave or travel requests or purchase orders.
One example of a Transactional App is: My Purchasing Document Items
which can be found under the Materials Management tab at the top of screen.
My Purchasing
Document Items
Using this app, you can search for a particular purchase order created in the
system. Search for Global Bike’s Miami distribution center and click GO. You
should be abel to see two items ordered from Olympic Protective Gear
supplier and both materials have been received.

CASE STUDY
To get back to the Launchpad, press the home button in the upper left
corner.
Analytical Apps:
These apps provide role-based real time information about business
operations. They create visual overviews and enable you to use complex
calculations to react to global market changes. Analytical Apps combine the
power of SAP HANA and the ERP suite in S/4HANA. There are two types of
analytical apps: SMART Business and Virtual Data Models. SAP SMART
Business apps monitor Key Performance Indicators (KPIs) in real time and are
flexible to market changes. Virtual Data Models are used to perform queries
on enterprise data and present the results in a Fiori app.
The Sales Order Fulfillment tile shown below in the Sales and Distribution
section is an example of an Analytical App. Click on the Sales Order
Fulfillment app. You may see that there are Sales Order Fufillment issues in
your client but you may not.
Sales Order Fulfillment
The screenshot below shows all sales orders in the system.
After you perform the order-to-cash case study, you will see more data insight
with this app. With the graphic, it is easy to identify the locations of different
sales orders. You can select all the orders that have the status In Order by
choosing .
Note It is possible that you see more or less sales orders. Depending on the
case studies you solved before.

CASE STUDY
corner.
home button
Another example of an Analytical App is Manage Stock. Click on the app. ManageStock
For material fill in DXTR1### and make sure Dallas DL00 is selected for
plant.
DXTR1###
DL00
Click on .
To show the stock history of the plant in Dallas click on the blue and green
lines under .
corner.
Fact Sheet Apps:
Fact Sheet Apps provide key information and detailed facts of any business
operation. They also allow you to navigate one Fact Sheet to all its related
Fact Sheet or to connect to other Transactional Apps.
The three Apps mentioned above are arranged in static and dynamic apps.

CASE STUDY
Dynamic Apps
The Manage Sales Order app is a dynamic app. At the moment Global Bike
has 3 different Sales Orders. If you would create another sales order the
number would raise to 4. You might see a number larger than 3 because other
students may have already created additional orders.
corner.
home button
Static Apps
The app List Sales Orders is an Static app. With this app you can also view
sales orders, but you can´t see how many sales orders GBI has at the start
Launchpad.
corner.
home button

CASE STUDY
Step 3: Organization and Composition of the Launchpad
Task Acquaint yourself with options and elements of the Launchpad. Time 10 Min.
The top of the Launchpad includes a search function as well as a setting
button.
Local Layout
The search function enables you to run a global search or to look for other
available SAP Fiori Apps. Due to this search function in SAP S/4HANA,
transaction codes are no longer necessary.
Enter Order* as a search term and press Enter. The * represents a wildcard. Order*
Click on the tile named Show More Apps to see all search results. Show more Apps

CASE STUDY
You can see any tile that has anything to do with an order (whether it’s a
sales order, purchase order, plant maintenance order, etc.) Click on the home
button to get back to the Launchpad.Click on the home button to get back to
the Launchpad.
home button
All SAP Fiori Apps are depicted as tiles and grouped together. Several tiles
give a preview of the content of this specific business process without
opening the app.
To see all tile groups listed, click on in the top right corner. All groups
listed are those necessary for your case studies and exercises. The number of
tile groups may vary depending on your role.
Please have a look at the group Materials Management. Fiori apps are listed
such as Manage Stock or Display Supplier Balances.

CASE STUDY
You have the option to only show one group on the Homepage, or you can
show all the tiles of the groups underneath each other.
Select the personalize icon next to the SAP Logo. Open the setting by
clicking on . In the settings choose .
To only see tiles from one group select Show one group at a time or Show
all content to display all groups. Select to save your change.

CASE STUDY
Your Launchpad should now just show tiles from one group.
Change it back to the standard Show one group at a time.

CASE STUDY
Another way to navigate is through the drop down menu on the top of your
Launchpad.
Click on at the top of your Launchpad.
In the pop-up select Home Page Apps.
On the left side you will now see all module groups. On the right side you
will see all apps from the selected module group.

CASE STUDY
To close the pop-up either click again on Home or outside of the pop-up.
Depending on the app you can use this inside the app to navigate to another
one or go back to the homepage.
This functionality is just available with Transactional Apps, Analytical Apps
and Fact Sheets. Please note that some of the apps you are using are still
WebGUI. This is indicated by the fact that they open in an extra window.
Fiori apps give you the ability to navigate from one app to another app.
Select the app My Purchasing Document Items.
Select the navigation menu and than click
.

CASE STUDY
Click on . Now you have the
ability to navigate to all apps from the different groups of your launchpad.
Click an the Navigation group.
Choose the app .
corner.
There is another way to navigate from a Fiori App to the Fiori Lauchpad.
Select the My Purchasing document item app again.
Select the navigation menu .
Click on .
Stay in the Launchpad for the next task.

CASE STUDY
Step 4: Add favorites to your own group
Task Create your own group with your favorite apps. Time 10 Min.
Next to the SAP Logo you find your personalize button . By clicking on
it, you can display and change your account settings and dpersonalize your
Launchpad.Click on Edit Home Page. This mode allows you to rearrange
tiles, move them to other tile groups, and label them as you wish.
You can click on one of the tiles and move the tile to a preferred folder.

CASE STUDY
Use Drag & Drop to move the app Create Material to the My Home group.

CASE STUDY
In addition, the Launchpad allows you to create additional groups. Click on
. Enter Favorite as the group name.
Favorite
Add an app by clicking .

CASE STUDY
Click on the icon by the app Display Material.
Click on .

CASE STUDY
Additionally, you can delete apps with the button . Be careful not to
delete apps because this might prevent you from successfully completing
your case studies. However, if you do it, you can reset your settings by
choosing . Do this for the group Controlling.
If you want you can delete the group Favorite, as you will not use it in
further tasks.
If you want to go back to the Launchpad choose . Alternatively, you
can choose and press .

CASE STUDY
Choose and then press .
Search in the left section for the group Material Management.
Click on at the app Maintain Quotations from Vendors and add the app
to Navigation. Then click on and on .

CASE STUDY
Look in your Firoi Launchpad for the group Navigation and check whether
the app has been added to this group.
You can also add an app to your group directly from the application.
To do this, select the app My Purchasing Document Items from the
Navigation group.
Click the Share icon .
Choose . You now have the option to save the app with
your own title in any group. Name the app My Purchasing Document
Items ### and save it in the Navigation group.
My Purchasing
Document Items ###

CASE STUDY
In your Fiori Launchpad, look for the Navigation group and see if the app has
been added to this group.
Stay in the Launchpad for the next task.

CASE STUDY
Step 5: Set Settings
Task Learn how to set Settings. Time 5 Min.
Open the app Manage Statistical Key Figures.
Manage Statistical
Key Figures
You may get the following warning message.
Choose . Click on to set personal settings. You will see the following
screen.

CASE STUDY
Choose . The following screen will appear. Here you can change
settings like Language, Date Format and change Default Values.
Choose Default Values. Scroll to CO Area and enter NA00 for GBI North
America Controlling Area. This is the Controlling Area we will use for
mangerial accounting.
NA00

CASE STUDY
Click on to save your settings.
Click at to personalize SAP Fiori again. You will see the following screen.

CASE STUDY
Choose . The following screen will appear. Here you can change settings
like Language, Date Format and change default values.
Choose . Here you can personalize your Fiori Launchpad by
using the tab THEME. As you can see, the default theme is SAP Belize.

CASE STUDY
Choose a new theme and click on . Your Fiori Launchpad should have
changed. The following screenshot displays the theme SAP Belize Deep.
Change it back to the standard theme if you wish.

CASE STUDY
Stay in the SAP Fiori Launchpad for the next task.

CASE STUDY
Step 6: Transfer Data into Excel
Task Learn how to transfer data into Excel. Time 5 Min.
As in SAP GUI you have the opportunity to transfer data into external
programs. Almost every Fiori app allows a transfer of data into Microsoft
Excel.
Open the app My Purchasing Document Items.
My Purchasing
Document Items
There chose . Now click on download .
The system automatically creates and downloads an Excel chart. The Excel
document is either shown in your download folder or shown directly in your
browser.

CASE STUDY
corner.

CASE STUDY
Step 7: Sending Emails
Task Learn how to send emails from SAP S/4HANA Time 5 Min.
Open the app tile Manage Statistical Key Figures. Spend Variance
Without entering any values, press . These are cost drivers for costs
incurred in the company. Costs will be allocated in managerial accounting
using number of employees as the base or area of square meters.
Click on the button action which is located in the bottom right corner.
Then click on Send EMail. If you have already installed an email program, it
will open immediately. From there you can see all the important information
and the link is also provided.

CASE STUDY
Close your mailing program.
corner.
home button

CASE STUDY
Step 8: Logging off SAP S/4HANA
Task Learn how to log off SAP S/4HANA in Fiori. Time 5 Min.
To log off you SAP S/4HANA account you need to click at in the top
left corner. Choose Sign Out.
Confirm the following message by clicking on OK.
After logging off your SAP S/4HANA Launchpad you can see the screen
shown below.

CASE STUDY

CASE STUDY
Learning Snacks
In order to test and consolidate your knowledge use the app Learning Snack
Navigation.
Fiori App
You see all the snacks for the individual case studies. Select the Snack
Navigation in SAP S/4HANA English and answer all six questions. Learning Snack
Hint If you do not see any Apps, you need to change the language on the
page Learning Snacks. Therefore, click on the current language right next to
change language and choose English.
When you have answered all the questions, you will receive a success
message and your placement.

CASE STUDY

Business Process Integration
Topic #4A
Navigation in SAP S/4HANA – Lab Instructions
Dr. J. Prince Vijai

Login Details
• User LEARN-###
• Password __________
• Language EN - English
• Client 105
• Fiori Access Link: https://helsinki.cob.csuchico.edu:8001/fiori
• ### denotes 3-digit login number (i.e., user id) assigned to your group. Remember your
3-digit login number to use elsewhere you find ### in your Exercise Materials.
• Note: First time you have to login with the “initial” password (i.e., global9) and then
change it. Remember your “new” password hereafter to login.
2

Lab Instructions
Dated 23.06.22
Lab Instructions:
• Complete Step-1 to Step-8 with reference to Navigation in SAP S/4HANA –
Case Study Exercise Material
• Estimated Time Required: 60 minutes
3

Business Process Integration
Topic #2
Introduction to Enterprise Systems
Dr. J. Prince Vijai

Outline
▪ What is Enterprise System?
▪ Why Enterprise Systems?
▪ Architecture of Enterprise Systems
▪ What is ERP System?
▪ Evolution of ERP System
▪ ERP Vendors
▪ ERP Software Selection Guide
▪ Case – ERP Implementation at BPCL
▪ ERP Implementation Phases
▪ Benefits of ERP Implementation
▪ Integration of Enterprise Systems
2

BPI_Topic #3_Introduction to SAP S4HANA (1)-merged (1).pdf

BPI_Topic #3_Introduction to SAP S4HANA (1)-merged (1).pdf

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