Processing Documents in TEW 

Use

This procedure describes the steps involved in creating a follow-on document in the Trading Execution Workbench. This is meant only as an example.  The actual screen layout and selection criteria depend on how your company has maintained settings in Customizing.

Procedure

Assume that you have an existing sales order and you want to create a delivery document for some or all of the items.

1.       On the initial Trading Execution Workbench screen, choose the TEW mode that represents your line of business.

2.       Enter the following selection criteria:

-         Group: This represents a group of steps, or tasks, involved processing a given kind of trading  (for example, tasks involved in export, domestic, back-to-back trading, and so on).

-         Step: This indicates the target document you want to create (for example, delivery document).

-         Mode: This indicates the action you want to perform (for example, create, change, copy with reference).

-         Prestep: This indicates the document you want to use as your data source (for example, sales  order).

3.       In the Ranges for Selecting Source Documents section of the screen, select the parameters you want to use to search for the source document you want (for example, all  sales orders created by you during a given month). You may select as many parameters as you want in order to refine your search. As you select each parameter, the system displays fields where you can specify ranges (for example, a range of materials, or a date range).

4.       Choose Start selection.

The system searches for the appropriate source documents and displays them in the Document Flow area of the screen. You can select the “+” icon next to each document  to see which documents have already been created for it. This shows you to what extent the order has been processed.

5.       Select the document you want from the list area.

Document header data is shown in a frame to the right of the Document Flow area, with the item lines in a frame below them. If the system displays more than one sales order, the items for each contract will be shown in a different color so that you can easily see which items belong to which order  (for example, all items for Sales Order A might be shown in green, and all items for Sales Order B might be shown in blue). You may need to expand the frame to see all the details.

6.       Do one of the following:

a.       If you want to process all items for a document, select the header data.

b.       If you want to process only some items or a partial quantity of an item, select the item line(s) you want.

7.       Choose Execute.

The system displays the appropriate screen for the data you selected. For example, if you selected an item for which you want to create a delivery, the Create Delivery screen appears with the quantities copied from the sales order.

Depending on the settings in Customizing, the system may perform the task in the background rather than display a data entry screen. In this case, you simply receive a message indicating that the delivery document has been created.

8.       You can make changes to the data as necessary. For example, you may want to create only a partial delivery, perhaps 500 tons of wheat instead of 700 tons.

9.       Save the document.

Result

When you refresh the data, the document flow to the left of the screen is updated to show the new document.