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Dassian

Module 01-Navigation and Overview

1.1     Introduction

Use this module when contract requirements and clauses need to be flowed down to subcontractors, vendors, or to the manufacturing floor, when applicable.

1.2     Learning Objectives

In this module you will learn how to apply flow-down objects to sales documents and copy flow-down data from other documents.

1.3     Definitions

Use this transaction to enter flow-down data elements to the sales document.

1.4     Business Processes

To run through this module a sales document must already exist and have been saved in system.

1.5     Exercises

1.5.1       Apply Flow-Down Objects to Sales Document

1.5.1.1    Enter Contract Flow-Down Workbench

Enter or select the contract or sales order number in the Sales Document field and click Execute.

1.5.1.2    Transaction /DSN/004_FDSD

The Sales Document header and items are displayed on the left panel, the Work Area in the center panel, and the utility panel with a list of Groups and Fields applicable to the header or item level of the sales document in the right panel.

If all Groups and Fields are needed in the work area, the Copy All button can be selected.  The flow-down fields can be seen by clicking on the arrow-down button in the toolbar or the arrow-right button next to the group name.  Required fields are marked with a check in the Req column.

The binoculars button will bring up a search window to find any group or field based on the entered cell content.  To display the fields in a group, click on the arrow to the left of the group name.

Module 1 Shot 4.png

1.5.1.3    Assign Groups/Data Entry

Once you have dragged a sales document header or item from the left panel to the Work Area, data values can be entered in the fields displayed in the Work Area.  To enter a value in a character field, click on the blank line in the Contents column within the Work Area.  A pop-up window is displayed into which you can type the value (or select it from the pull-down list if available).  Click the green checkmark to complete the entry.

To enter values in a multiple entry or multiple selection field, click on the blank line in the Contents column within the Work Area.  A pop-up window is displayed into which you can type the values (or select them from the pull-down list if available).  Click the green checkmark to complete the entry.

To enter a value in a text field, click on the blank line in the Contents column within the Work Area.  Enter text in the text box that displays.  Click save to complete the entry.

To enter values in a matrix field, double-click on the contents of the matrix field, then double-click on the blank line in the Contents column within the Work Area.  Enter the contents for each field.  Click save to complete the entry.

Flow-down fields can be configured to have default values.  Default values can also be configured to either copy the default values to the sales document and save to the flow-down database, or leave the field to always reference the default values.  If flow-down is configured to leave fields as default values, then any time a default value changes (in configuration), all sales documents that use that field will also have their values changed.  If flow-down is configured (expand defaults setting) to save default values to the flow-down database, the default values are copied into the flow- down database for the sales document.  Any subsequent changes to the default values will not impact those values already saved against the sales document.

Flow-down fields that copy default values to the flow-down database will show as <<maintained>> if there are multiple values, matrix, or text.  Users can change the default value so that this new value is copied to the sales document, saved to the flow-down database, and no longer linked to the default value.

It is possible to add groups of fields for data entry in the main work area.  This is done by dragging a group from the right hand panel and dropping it on the sales document or item node in the Work Area.  Click on the “hat" or "puzzle" icon for the desired group in the right-hand pane to drag and drop it onto a sales document or item in the Work Area.

Examples of header groups:

Examples of item groups:

Before exiting the transaction, it is necessary to drag the work item (sales document or item) from the Work Area back to the left panel and then save the data.  To finish and save your data, drag the sales document header or item from the Work Area back to the left-hand panel.  Click save in the SAP toolbar at the top of the screen.  The message “Data Saved” will display.

1.5.1.4    Save Flow-Down and Check Required Fields

After saving the flow-down information, the default operational behavior is to prevent saving the flow-down information if there are required fields that are unpopulated.  This behavior can be altered based on the user-defined status of the sales document by entering an entry in the configuration step "Save Required Fields - Allowed Statuses".  It is possible to allow the save of flow-down information with unpopulated required fields if the sales document header is in a particular user-defined status.

The definition of required fields is different depending on if there is a group filter configured to be automatically assigned against the sales document type.  If there is a group filter configured to be assigned against the sales document type in the configuration step "Sales Order Type - Group Filter“, the required fields taken into consideration are all fields assigned or unassigned in the flow-down work area.

If the sales document type is not configured to be automatically assigned to a group filter, the required fields taken into consideration are only fields assigned in the flow-down work area.  This is true even if a group filter was manually assigned during the flow-down data entry.

It is also possible to enable flow-down required field checking on the sales order during change mode.  Refer to the section on "Integration with SAP“.

1.5.1.5    Flow-Down From Sales Quotations

In certain cases flow-down may be required for replenishment objects that have been created from a source demand document prior to receiving customer sales order.  This can include demand from PIRs or demand generated from sales quotations.  The Contract Flow-Down tool has been designed to address these situations by using demand generated from a sales quotation in lieu of creating PIRs.

In order to use this functionality, certain considerations must be made.  The first consideration when starting with a quote should be one quote line item to one sales order line item only.  This must be enforced by processes.

  • If the quote was hard pegged, the hard pegging will get updated with the first sales order line item created from a quote item.
  • If SOLI quantities are less than quote item quantities, the hard pegging quantity data will be incorrect.

Any subsequent sales order items for the same quote item will not get hard pegged based on the quote hard pegging data.

It should also be taken into consideration that a sales order may become double pegged in the following scenarios:

  • If the quote item is hard pegged, the sales order item will replace that quote in the hard pegging tables.
  • The sales order item will also drive MRP and could be soft pegged to a different replenishment.  Hard pegging could occur twice for this sales order item.
  • There are currently a number of business scenarios that can cause double hard pegging or skipping of hard pegging to any given sales order.

The hard pegging data is accurate at the very moment the hard pegging occurs.  This is the best any hard pegging algorithm can achieve.

1.5.2       Copy Flow-Down Data From Other Sales Document

1.5.2.1    Enter Contract Flow-Down Workspace

Open the Contract Flow-Down workspace with transaction /DSN/004_FDSD.

1.5.2.2    Transaction /DSN/004_FDSD

Enter in the newly created sales document that will need flow-down data maintained.

In the “Selection” box FIRST enter a Sales Document (previously created with flow-down data maintained) and check the box “Copy from Sales Document.”

After checking the “Copy from Sales Document” box, the right-hand panel will display the “Associated Sales Document” with the header and item flow-down groups/fields maintained on it.  Drag the new sales document header into the Work Area.  Then drag the Associated Sales Document header on top of the new sales document.

At this stage all of the data on the new sales document header level will mirror the associated sales document it has been copied from.  Changes can be made on the new document and they will not affect the associated sales document.  Repeat the previous step for each item level as needed.

Once all flow-down data has been maintained in the work area, drag the header or item back to the left-hand panel and save.

 

 

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