openSAP

OGSD 7.0 An Introduction to Oil & Gas

Downstream Logistics
WEEK 1, UNIT 1
00:00:13

Hello and welcome to the openSAP course Oil and Gas Secondary Distribution 7.0, an
introduction to Oil and Gas Downstream Logistics.

00:00:23

My name is Thorsten Klingspor and I am Development Manager at Implico.

00:00:29

Im responsible for the development and the delivery of the SAP add-on Oil and Gas
Secondary Distribution.

00:00:38

In this unit I want to introduce you to the openSAP learning concept and to the course
structure.

00:00:45

During the following four weeks you have the opportunity to get an overview about the OGSD
7.0 add-on and its most relevant applications.

00:00:57

You will learn how OGSD 7.0 can add value to the downstream logistics processes in the Oil
and Gas industry.

00:01:08

You will learn how OGSD can be installed and how it can help to streamline and automate
many typical processes in IS-OIL Downstream.

00:01:19

But before we start I want to introduce you briefly to the openSAP learning concept. If you
have worked with openSAP previously, you will find everything very familiar.

00:01:32

If this is your first course on openSAP there are a few things worth mentioning:

00:01:32

First of all, this course should be fun. The openSAP concept lets you learn at your own pace.

00:01:47

The individual units are usually not longer than 20 minutes and can be consumed in easy
chunks.

00:01:55

There is an active community for each course that you are invited to join and share experience
with.

00:02:02

This is a four-weeks course and each week will contain up to 6 units.

00:02:08

After each unit there is a self test with some questions that will help you to verify that you have
understood the main topics.

00:02:19

You can repeat these self tests as often as you want to.

00:02:25

For this course it is possible to earn a record of achievement. At the end of each week there is
a weekly assignment.

00:02:34

In week five there is a final exam, both the points earned from the weekly assignment and the
final exam count for your record of achievement.

00:02:45

Use the self tests to prepare for the weekly assignments and before you take the final exam

00:02:51

make sure that you double-check the results of your self tests and assignments to make sure
that you are fit for the exam.

00:03:02

As an overview course we only expect that you are in general familiar with the SAP ECC 6.0
logistics modules, no specific knowledge about IS-OIL is required.

00:03:15

You will learn to know many new applications on a high level so that you get a general idea
how OGSD can improve your business.

00:03:25

Let us now have a look at the structure of the following four weeks:

00:03:30

In this week you will learn about the general system prerequisites for OGSD 7.0 and how the
add-on can be obtained and installed to your system.

00:03:42

In the following unit you will see how after a successful installation you can access OGSD
applications and customizing.

00:03:52

In further units you will see the first OGSD applications like Telesales, Pre-scheduling and the
Sales Logistics Cockpit.

00:04:02

Week 2 introduces you to one of the key elements of OGSD: the logistics automation with Data
Collation.

00:04:11

You will see the new Process Automation Toolset that comes with OGSD 7.0 and finally you
will see the LPG application for Liquid Petroleum Bottled Gas.

00:04:25

In week 3 the first topic is an introduction to the new solution for service stations: Retail Fuel
Network Operations.

00:04:35

After that we will cover the OGSD interfaces and how they interoperate with other OGSD
applications like Data Collation and Retail Fuel Network Operations.

00:04:48

Week 4 begins with the consumption prognosis tool Continuous Product Replenishment
followed by an overview about the truck dispatching solution Integrated Dispatch Management.

00:05:01

You will also learn about how you can use the OGSD notes concept for sales and marketing
and you will see the campaigning application Sales Action.

00:05:12

This course ends with a summary and outlook.

00:05:18

OGSD is on the market for more than ten years now and has been installed in companies
ranging from only a dozen users up to industry giants with thousands of users.

00:05:31

OGSD is today available in three releases:

00:05:36

version 6.0 was the first release for SAP ECC 6.0 and had all the major applications like
Telesales, Data Collation and Interfaces.

00:05:48

Version 6.1 is available for SAP ECC 6.0 Enhancement Pack 4 and above and introduced the
consumption prognosis application Continuous Product Replenishment.

00:06:02

This release also came with the complete new interface module and a redesigned notes
processing.

00:06:11

The new release OGSD 7.0 is the most comprehensive release for Oil and Gas Downstream
business ever.

00:06:19

Data Collation is now available with completely new technical foundation based on the OGSD
Process Automation Toolset.

00:06:29

This greatly improves the performance and also features a completely new user interface
based on WebDynpro Floorplan Manager.

00:06:38

With Retail Fuel Network Operations the OGSD 7.0 release brings a new solution for service
stations.

00:06:46

RFNO is also build with WebDynpro Floorplan Manager and provides a modern attractive user
interface.

00:06:55

With OGSD 7.0 the product has been enhanced with many improvements and additional
features for Continuous Product Replenishment.

00:07:06

Finally, with OGSD 7.0 a powerful truck dispatching solution Integrated Dispatch Management
is available.

00:07:19

Now, what are the business benefits that you can gain from the OGSD solution and its various
applications?

00:07:26

First of all, OGSD helps you to automate the typical logistics processes in the downstream
business.

00:07:35

OGSD makes the managing of downstream logistics processes much easier and faster so that
you can shorten the sales to cash process and it gives you better control over your inventory.

00:07:48

OGSD offers a complete solution for managing the logistics processes and stock management
for service stations.

00:07:56

With the truck dispatching solution that comes with OGSD you can make better usage of your
truck fleet and it helps you to reduce external transportation costs.

00:08:08

With the OGSD solution, Continuous Product Replenishment, you can optimize your own stock
using a temperature based consumption forecast for managed customer tanks.

00:08:22

Here is an overview about the main components and applications that come with OGSD 7.0:

00:08:31

There are several applications that help you to improve the order management process:

00:08:36

First, there is the OGSD Telesales, a very powerful tool that is particularly useful for sales
people

00:08:44

that are working as sales agents in order taking, for example, in call centers for telephone
sales.

00:08:52

With comprehensive customer information and powerful tools it makes order taking easy and
convenient.

00:08:59

Continuous Product Replenishment can be used to automate the order generation based on
monitored customer tanks

00:09:08

and it is capable of handling 10th of thousands of customers and generate sales orders at the
right time with the right quantity completely automated.

00:09:18

Notes Processing and Sales Actions give you further options to run sales campaigns and
manage customer contacts.

00:09:27

A key capability of OGSD is logistics automation. With the Data Collation application and the
optional integration of OGSD interfaces

00:09:38

you can automate the after-the-fact order and delivery processing to make the complex
business processes around the Oil and Gas logistics processes simple and reliable.

00:09:50

Another major component is Retail Fuel Network Operations, a set of applications that gives
you all the tools you need to successfully manage your service station business with OGSD.

00:10:04

Then there is the truck dispatching solution Integrated Dispatch Management that improves
your management of oil and gas deliveries to your end consumers.

00:10:15

It integrates with the order management applications Telesales and CPR to the one side and
with the logistics automation tool-set Data Collation to the other side.

00:10:29

I want to conclude this unit with a quick summary:

00:10:33

OGSD with its two software components is specifically targeted to the Oil and Gas
Downstream and end-consumer business.

00:10:44

The major applications are Data Collation for logistics automation, RFNO for service stations,

00:10:52

the truck dispatching solution Integrated Dispatch Management and Continuous Product
Replenishment.

00:11:00

With that I want to thank you for your attention for this first unit of the course.

00:11:06

Please go through the self test that will help you to refresh the key messages from this unit.

00:11:13

I hope to see you all back for unit 2 when we talk about how OGSD can be obtained and
installed.

WEEK 1, UNIT 2
00:00:13

Welcome back to unit 2, week 1 of the openSAP course OGSD 7.O, an introduction to Oil and
Gas Downstream Logistics.

00:00:23

My name is Thorsten Klingspor, I am the Development Manager for OGSD and I will take you
through this unit.

00:00:31

In unit 1 we have spoken briefly about the main applications that are available with OGSD 7.0.

00:00:39

In this unit I want to give you further information about the software installation.

00:00:45

We start this unit with where you can get information about the installation of OGSD and about
the availability for your release.

00:00:55

Then we will cover where you can get the OGSD software and how it can be installed to your
system.

00:01:03

We will then have a closer look at the installation tools that you need for the add-ons.

00:01:10

We continue with a detailed look into the activation of business functions and some application
specific settings that may be required.

00:01:21

And we conclude this unit with a lessons learned section.

00:01:28

There are several sources of information for the installation of OGSD.

00:01:34

First of all, you need to understand that the OGSD product version 7.0 contains two separately
installable software components.

00:01:42

The add-ons Oil and Gas Secondary Distribution, OGSD for short, and the add-on Bulk
Secondary Logistics Management, BSLM for short.

00:01:52

Depending on the scenario that you want to install, you will have to install either one or both of
the two add-on components.

00:02:03

The Master Guide tells you which software component you will need for which scenario.

00:02:10

The OGSD 7.0 Master Guide can be found in your installation package or can be accessed
from the Software Download Center.

00:02:18

The Master Guide also tells you about prerequisites that are only relevant for specific
scenarios

00:02:26

and may not be relevant for the general add-on installation. For the technical installation of
each component there is a separate installation note

00:02:36

that provides all information for an SAP Basis Administrator how the component can be
installed.

00:02:44

This includes technical prerequisites, the installation procedure, and post installation steps if
necessary.

00:02:51

Always make sure that you download and read the latest version of the installation note as
they may contain up-to-date information.

00:03:01

After a successful installation some scenarios may require additional components

00:03:09

such as a quantity conversion server or a geographical software to run.

00:03:16

Information about required additional components can be found in the Master Guide.

00:03:23

Also, while some applications are technically shipped and installed with OGSD and BSLM,
they need to be activated separately after installation.

00:03:35

We will talk about this activation process later in this unit.

00:03:41

So in short this means: The installation note explains how you install a software component.

00:03:49

The Master Guide tells you what software component and maybe additional components you
need for a specific scenario.

00:03:58

As you already know from unit 1 of this week, OGSD comes in various releases.

00:04:07

While OGSD 6.0 can be installed on an SAP ECC 6.0 system, higher releases require certain
Enhancement Pack levels.

00:04:18

If you want to find out which platform you need for a specific OGSD release there is the
Product Availability Matrix that gives you all relevant information.

00:04:28

The PAM as it is called for short, tells you about possible upgrade paths from previous
releases,

00:04:36

required product versions for each OGSD release, gives details about release dates and about
the maintenance for each release.

00:04:46

You also find all available support package stacks for your release in the PAM.

00:04:55

On the technical release information tab you find the available languages for each software
component.

00:05:05

OGSD 7.0 consists of two separately installable software components that can be used
independently or in combination.

00:05:15

The software can be received as a physical shipment if required. Both software components
can be found in your installation package

00:05:25

or can be downloaded from the Software Download Center on SAP Service Marketplace.

00:05:31

Typically, you would download the add-on software from the Software Download Center.

00:05:37

You need a valid license in order to download the software. During the ramp-up period of a
new release access to the software may be limited.

00:05:46

In this case you have to join the ramp-up program for the new release.

00:05:54

The two software components of OGSD 7.0 are add-ons and they require that an ECC 6.0
system

00:06:03

with correct Enhancement Pack and Support Package Stack is already installed.

00:06:08

After downloading the add-ons from the Software Download Center they can be installed to the
system using the add-on installation tool.

00:06:17

This tool can be started in the system using transaction SAINT. The installation note explains
where to put the installation file.

00:06:27

It is important to know that an add-on cannot be removed after the installation.

00:06:36

With transaction SAINT you can install or upgrade the OGSD or BSLM software components
individually.

00:06:44

You can also use the Software Update Manager to include the installation or upgrade of OGSD

or BSLM in an Enhancement Pack upgrade.

00:06:54

If you upgrade from a previous R/3 release it is recommended that you complete the upgrade
first and install the add-ons later.

00:07:08

Now, what are the prerequisites for the software components coming with OGSD 7.0 and what
scenarios can be used after installing the components?

00:07:19

To install the software component OGSD you will have first to make sure that at least the
Business Functions Business Function Basis (COM)

00:07:30

and Commodity Management and Bulk Logistics from the Business Function set IS-OIL are
active.

00:07:38

You find this activity in the Implementation Guide IMG of your system or you can access it with
transaction SFW5 directly.

00:07:48

Be careful before activating any business functions as this activity cannot be reversed!

00:07:55

After you have activated Oil and Gas in your system as described above you may now install
the software component OGSD using transaction SAINT.

00:08:11

To install BSLM all you need is an ECC 6.0 system with Enhancement Pack 6 or above.

00:08:19

It is not required that the Business Function Set IS-OIL is active in that system. You can also
install BSLM on an IS-OIL system.

00:08:30

Please note that BSLM is not released for any other Business Function Set than IS-OIL.

00:08:37

After you have installed BSLM, you can configure and use the truck dispatch solution
Integrated Dispatch Management.

00:08:46

In order to work properly, you will need a map server that provides geo information, maps and
support the routing of trips.

00:08:55

Both software components have switches that activate additional scenarios.

00:09:01

Again please note that the activation of a Business Function cannot be reversed.

00:09:07

In OGSD you can activate the Enterprise Business Functions for Retail Fuel Network
Operations

00:09:14

if you want to use OGSD to manage service stations. Please note that separate licensing may
apply for RFNO.

00:09:24

In BSLM you can activate additional Business Functions if you are running BSLM and OGSD
on an IS-OIL system

00:09:33

and the software component OGSD is installed. After you have installed one of the software
components above

00:09:43

onto an existing system it may be necessary to copy delivery customizing into existing clients.

00:09:51

The reason for this is that entries for certain customizing tables are only copied into client zero
during installation.

00:09:58

If other clients already exist in that system prior to the add-on installation you need to copy

00:10:08

the customizing to the clients where you want to use the add-on. For both software
components piece lists exist

00:10:16

that you can use to copy the relevant customizing. More information about this process can be
found in the installation note.

00:10:29

Some applications require specific settings to run properly. Besides the standard customizing
that is required for each application

00:10:39

there are some things that are worth mentioning: OGSD Telesales is an enhancement to
standard SD transactions.

00:10:48

In order to work properly you have to copy a GUI status from an OGSD object to the SD
application.

00:10:57

This can be done with the Copy Status activity in the OGSD customizing. Please read the IMG
documentation for this activity for detailed information.

00:11:09

The truck dispatching solution IDM requires a geographical map server to run.

00:11:16

More information about the installation can be found in the OGSD 7.0 Master Guide.

00:11:22

The connection to the geo server must then be configured in customizing.

00:11:31

Let me summarize what we learned in this unit: OGSD 7.0 consists of two software
components, OGSD and BSLM.

00:11:43

Each software component can be installed as an add-on to an existing ECC 6.0 system.

00:11:51

BSLM can be installed on a standard system or an IS-OIL system with at least Enhancement
Pack 6.

00:12:00

OGSD can be installed on an IS-OIL system with at least Enhancement Pack 7.

00:12:07

Both add-ons can be installed together on one system for integrated scenarios.

00:12:14

Some scenarios have to be activated by dedicated Enterprise Business Functions.

00:12:22

I hope to see you again in unit 3 when we talk about how OGSD functionality can be accessed
after a successful installation.

WEEK 1, UNIT 3
00:00:12

Hello and welcome back to week 1, unit 3 of the openSAP course OGSD 7.0, an introduction
to Oil and Gas Downstream Logistics.

00:00:24

My name is Thorsten Klingspor, and I will be your host for this unit.

00:00:30

In the last unit we have seen how the add-ons OGSD and BSLM can be installed to your
system.

00:00:38

In this unit we want to take a closer look on how you can access OGSD transactions and
reports.

00:00:47

After the installation of the OGSD or BSLM add-on it might be a little difficult to find any
differences in the system.

00:00:57

In this unit we will cover where you find OGSD applications and reports.

00:01:03

To access OGSD, you can change your user menu.

00:01:10

This is the fastest and easiest way to access OGSD functions.

00:01:17

You can also add one of the OGSD roles to your user. With that you have access to specific
OGSD functions relevant for this role.

00:01:28

Or you can call OGSD transactions directly. For some OGSD applications you need to activate
the associated Business Function first.

00:01:40

We will cover later which applications this are.

00:01:45

And, for some applications you may need to fulfill specific requirements before you can use
them. Examples for this are:

00:01:54

OGSD Telesales and Integrated Dispatch Management.

00:02:06

There are two user menus that you can use by assigning them to your user in transaction SU3.

00:02:13

The OGSD menu which is available after the installation of the software component OGSD.

00:02:21

This menu combines all OGSD transactions and reports and the SAP standard menu.

00:02:29

And then there is the BSLM menu which is available after the installation of the software
component BSLM

00:02:38

and this menu combines all OGSD menu entries and the BSLM menu.

00:02:48

You can call any OGSD transaction by simply entering the transaction code for this application

00:02:55

and you can also move any of the menu entries from the OGSD or BSLM menu to your
favorites.

00:03:06

Let us know look into the system how this can be done.

00:03:15

Now, first of all, here you see the SAP standard menu and now if we go to your user profile

00:03:24

then here on the Defaults tab you can simply add the start menu that comes with OGSD, for
example.

00:03:33

If you now save and you use the SAP menu button and click on that, then you see

00:03:41

that all the menu entries from the OGSD menu have been added.

00:03:49

You can, of course, now move any of these entries to your favorite section, just by using drag
and drop.

00:03:57

And it is possible to enter a transaction code directly.

00:04:04

In this case I will enter the transaction code

00:04:10

for the interface monitor.

00:04:21

You see that we have started the transaction. In earlier releases it might be necessary

00:04:28

to add a /n before the transaction code because this code also starts with a slash.

00:04:48

OGSD 7.0 comes with a number of roles. Depending on the software components installed

00:04:56

you can add these roles to your user profile. The role menu provides you with access to the
applications required to perform the OGSD tasks for this role.

00:05:07

The recommended procedure is to copy one of the delivered roles into customer name space
in transaction PFCG

00:05:16

and then generate and adopt the authorizations. After that you can add users to this role.

00:05:31

The OGSD Customizing can be found as part of the IMG branch for the industry solution Oil
and Gas Downstream.

00:05:41

The OGSD part of the IMG is available after the add-on installation.

00:05:47

Inside the OGSD branch the customizing activities for Retail Fuel Network Operations are only
visible if RFNO has been activated.

00:05:59

Please refer to the previous unit of this course to find out how RFNO can be activated.

00:06:06

The customizing for Bulk Secondary Logistics Management is added behind the OGSD
customizing

00:06:14

if the software component BSLM is installed in the system.

00:06:20

Again, we want to have a short look into the system to see the OGSD customizing.

00:06:30

So, we go to the Implementation Guide first, call up the standard IMG

00:06:40

and now if you open the industry solution Oil and Gas Downstream then you find at the end of
that all customizing entries for OGSD.

00:06:50

Again, please remember that the RFNO section in the IMG is only available

00:06:58

if RFNO has been specifically activated in this system.

00:07:10

Now, as we have said earlier, there are some specific settings that are required for certain
OGSD applications.

00:07:21

These settings are required additionally to the regular customizing. To use OGSD Telesales
you first have to copy a GUI status to the SD applications,

00:07:31

where you want to use that. For this you find a copy program as the topmost entry in the
OGSD IMG branch.

00:07:42

This is a system wide setting and must be done once in the development system of your
landscape.

10

00:07:49

The changes should then be transported to your quality and production system.

00:07:55

Once the status has been copied you can start the order entry transaction with the sales order
type OTA.

00:08:05

If you want to work with your own order type you need to change the customizing accordingly.
We will explain in a later unit, how you can do this.

00:08:17

Again, I want to show you quickly in customizing where you find the copy status functionality.

00:08:29

So, in the OGSD branch of the IMG under General Settings, the first entry is Copy Status.

00:08:40

There is a detailed explanation available in the IMG documentation.

00:08:49

If you want to work with Integrated Dispatch Management you will need access to a web
service for geographical information.

00:09:01

You must first define a logical port in transaction SOAMANAGER and then assign the ports for
the required services in customizing.

00:09:11

More information about this activity can be found in the Master Guide for this software.

00:09:24

Now, what have we learned in this unit? In this unit we have seen how you can activate the
OGSD menu for your user.

00:09:34

We have also seen the available roles that are shipped with OGSD. We have identified the
location for the OGSD customizing in IMG.

00:09:45

Finally, we have covered some applications that requires specific settings that are important to
run these scenarios like Telesales and IDM.

00:09:57

In the following unit we will have a closer look at one of the OGSD applications, we will look
into OGSD Telesales.

00:10:07

Until then, goodbye.

11

WEEK 1, UNIT 4
00:00:12

Hello and welcome back to week one, unit four of the openSAP course OGSD 7.0: An
introduction to Oil & Gas downstream logistics.

00:00:23

My name is Thorsten Klingspor and I will be your host for this unit.

00:00:28

In the previous units you have already learned how you can install OGSD and how you can
access it in your system.

00:00:37

In this unit I want to look with you at the first OGSD application: OGSD Telesales.

00:00:45

The topics that I want to cover in this unit are:

00:00:49

Use case and concept: What are typical Telesales scenarios, who is using Telesales and what
is the idea behind it.

00:00:59

The application design: How is the screen organized and how can you modify it to your needs.

00:01:09

Customer information: How to access detailed customer information in the Telesales

application.

00:01:17

Telephone integration: How to connect your telephone system.

00:01:21

Working with notes: How I can you use the OGSD notes concept.

00:01:26

Customer history: Information about the customers buying history.

00:01:32

As always we will conclude this lesson with a lessons learned section.

00:01:42

As a telesales agent responsible for direct sales of oil & gas products you need comprehensive
information about the customer you talk with.

00:01:52

You need an application that supports you throughout the call, to negotiate price, note down
information and close the deal.

00:02:01

OGSD Telesales provides you with a powerful tool which is configurable and lets you
concentrate on your business.

00:02:10

You can make OGSD telesales available with very little effort once OGSD is installed.

00:02:18

On the next slide I will explain the main sections of telesales screen and how you can make it
available in your system.

00:02:30

OGSD Telesales is designed to make the order taking process easy.

00:02:36

OGSD Telesales is not a new application, it just adds a new view to your standard applications
for sales documents.

00:02:45

OGSD Telesales does not modify any existing code.

00:02:50

You can make the telesales screen available by assigning the proper function code that you
see here on the slide to your sales document type.

00:03:01

You can then always move back and forth to the standard view and you can use the standard
view and the telesales view in parallel.

00:03:12

The application is divided into four main sections:

00:03:16

The customer detailed information, the notes section, the customer order history, and the order
items.

12

00:03:27

The screen design can be configured to display just the information that you need in your
business.

00:03:34

In the top section you can add or remove fields, you can customize the information in the
customer order history,

00:03:42

and you can open or close whole sections.

00:03:47

You do not need to know at the beginning of your sales call if your customer wants to place an
order or just asks for a quotation.

00:03:56

Just collect all information first, enter product, quantity and set the price.

00:04:03

Then save the information as an inquiry, a quotation, an order or a contract with just a simple
mouse click.

00:04:11

Lets have a view to the system and how it works.

00:04:21

Now, here we are in the standard sales order entry screen.

00:04:27

And we start with the Order Type OTA which is delivered with the OGSD delivery customizing
and this Order Type is connected with the Telesales view.

00:04:40

Now we hit enter and you see the OGSD Telesales screen.

00:04:46

In the top section we have the detailed customer information which is grouped into three
different sections.

00:04:55

Then we have the note section, we have the customer order history, and we have the item
lines.

00:05:03

Now, once we call up a customer, the information is filled

00:05:10

and now if you do not need the order history you can simply close this section.

00:05:16

You can also close the notes section or you can easily open these sections again.

00:05:26

Now, if we want to place an order then it is quite simple:

00:05:32

You start with the material and order quantity and you give the information about the delivery
plant and, of course, the price that you want to sell this product for.

00:05:53

Now, if you are in discussion with your customer and youre not quite sure if this will go into a
sales order or a quotation.

00:06:02

If you save this will be a sales order. In this case your customer says, could you send me a
quotation first.

00:06:10

And you click on the save as quotation button and then there is a validation period and you can
order a purchase order number from your customer and youre done.

00:06:21

So, from this screen you had the options to save this either as a sales order or a quotation, you
could also use a contract or an inquiry for this.

00:06:41

Lets have a closer look to the customer information section.

00:06:46

The first two blocks show you details about the sold-to and ship-to party.

00:06:52

It is possible to enter information about the customer equipment such as the heating system or
the tank type.

13

00:06:59

For this you can use OGSD information or you can link this with equipment from the plant
maintenance module.

00:07:09

Especially for your wholesales customers it can be helpful in price talks to know the sales
figures.

00:07:15

You have direct access to the sales amount, sales volume, and margin for three different
material groups.

00:07:23

Here as for many other cases you can use a drilldown button that gives you even more
information if needed.

00:07:31

The third block on the screen gives you an overview about the credit limit situation. Again you
can use drilldown to navigate into details in FI.

00:07:42

Lets look back to the system, how this works.

00:07:49

Again, were calling up our customer.

00:07:54

And now, for example, here in the left area of the customer information section we have
information about the customer equipment.

00:08:04

We use the drilldown button, then we can see his house type, we can see his heating system,
we can store information about his tank and so forth.

00:08:19

Then in the middle section, we have the sales information for this customer.

00:08:25

So, as you can see you can have up to three material groups and with this turn-around button

00:08:33

we can go to the sales volume, to the margin we made to this customer or back to his sales
volume.

00:08:43

In the right-hand area we have the credit limit information

00:08:48

and again you can use the details drilldown button to navigate to the financials information for
this customer.

00:09:00

Depending on where you go you can have even the line items overview in FI.

00:09:07

So this makes it quite easy and convenient to get information about your customer.

00:09:17

Now, Telesales can also integrate with your telephone system.

00:09:27

If you have connected your telephone system with your SAP system using the SAPphone
standard you can use inbound and outbound scenarios in OGSD Telesales.

00:09:39

If you receive an inbound call you can use the telephone number that is transmitted by your
telephone system to search for the customer contact.

00:09:49

If you are working with a sales order and you need to get back to the customer you can dial out
directly from the Telesales application.

00:09:59

In order to make this scenario work you need to set up a connection from your SAP system to
your telephone system.

00:10:08

OGSD Telesales supports the standard SAPphone protocol.

00:10:13

And so if you have already connected your system then you can immediately use it in
Telesales.

00:10:21

In transaction SPH4 there is a general switch that makes the telephone system available for all

14

applications in the system that are capable of it.

00:10:31

If this master switch is turned on the telephony buttons in OGSD Telesales become active.

00:10:43

Another important feature is the notes tool.

00:10:47

Notes are a powerful tool for working with customer information.

00:10:52

Notes are integrated into several OGSD applications and there is a whole unit about notes
processing at the end of this course.

00:11:00

In OGSD Telesales you can work with two types of notes: Manual notes and automatic notes.

00:11:08

Notes are grouped in different classes by their purpose. One example is the popup warning
that is automatically shown when the customer is selected.

00:11:20

Notes can have short and long texts and you can manually add a note to any customer by
simply clicking the Add button.

00:11:29

Existing notes will be displayed in the note section whenever you select a customer in
telesales.

00:11:36

A note can have flags to indicate that they should be printed on the invoice or on the delivery
note and you can configure your print program accordingly.

00:11:48

Using the resubmission date and time you can select notes when they are due in a separate
notes application to get back to the customer for open calls.

00:12:00

Besides these manual notes it is possible to configure automatic notes in customizing.

00:12:07

With that it is possible to create notes that remind you about open quotations whenever you
select the customer in telesales.

00:12:18

Or you can create call lists for the back office to contact the customer actively about open
quotations.

00:12:26

Again, I want to demonstrate you the notes functionality in the system.

00:12:35

Were still here with our customer and we have the notes section and now Im going to create a
new note.

00:12:35

And this should be a popup that always shows up when I select this sold-to party.

00:12:56

And Ill give it a short text like this.

00:13:07

And then we save it.

00:13:11

Now, if we leave the application and next time we call this customer then we first of all get this
popup note that informs us about specifics for this customer.

00:13:44

Now, lets have a look at the customer history.

00:13:49

The customer history is useful to get information about the customers buying history.

00:13:55

As a telesales agent you have direct access to the latest quotations, orders, and deliveries for
the customer.

00:14:04

You can drill down to the sales document if you need further details.

00:14:10

There is also an automatic material ranking list with products recently ordered by the customer.

15

00:14:17

You can use this view to create new sales documents with a minimum of effort:

00:14:22

Just enter quantities for those items that you want to add, mark all items and click the copy
button.

00:14:31

Only those items that have a quantity that is not zero are copied into the line section of your
sales order.

00:14:41

This can be very helpful for orders with many items, for example, the resupply of lubricants for
a repair shop or a service station.

00:14:50

Again, I want to demonstrate this in the system.

00:14:58

Now, here we have the order history and I have the material ranking list.

00:15:06

And if I navigate to this tab then I see all the materials that this customer has recently ordered.

00:15:14

Now I can go to the quantity and enter the sales quantity, select all the 9 items which is
convenient if there are many of them.

00:15:26

And select the copy-to button functionality.

00:15:29

Or you can also use drag & drop to the shopping cart.

00:15:34

Now, if I copy to that then I might have to select the correct delivery point.

00:15:44

But basically it copies my line item directly to the line item section of this order.

00:15:54

So imagine, here have 10 or 20 different products that are in the order history of this customer

00:16:01

and you just go in Telesales through the list and ask the customer for their required quantity,
enter the quantity, and later add them to the order.

00:16:19

Now, let me now summarize what you have learnt in this unit:

00:16:23

We have discussed typical use cases for OGSD Telesales.

00:16:28

You have learnt how you can access the Telesales screen in sales transactions.

00:16:34

We have seen how the telephone integration works.

00:16:38

You have learnt to work with notes in Telesales.

00:16:42

And we have seen how the customer history can be used.

00:16:48

Thank you for watching this unit on OGSD Telesales.

00:16:53

In unit five of this week my colleague Fouad Sebbane will take over and he will introduce you
to the pre-scheduling concept for deliveries in OGSD Telesales. Goodbye.

16

WEEK 1, UNIT 5
00:00:12

Hello and welcome. My name is Fouad Sebbane and Im a development team lead and Senior
SAP Developer at Implico.

00:00:21

In the previous unit you have seen an overview about the Telesales from my colleague
Thorsten Klingspor.

00:00:28

In this unit I will give you an overview about the pre-scheduling. Pre-scheduling is a feature of
Telesales to support the sellers

00:00:37

during the telephone call with the customer on a green and delivery deadline and ensures a
better use of a better of the available transport resources

00:00:46

of the trailer over the time.

00:00:50

The support is in the form of visual indicators and referred to the following points.

00:00:56

Daily limit exceeded: Pre-scheduling verifies for the specified delivery time:

00:01:04

Whether the maximum transport capacity has been reached or not and also whether the
maximum sales orders limit has been reached or not.

00:01:13

In either of the cases, if the limit is exceeded then the indicator is set to red

00:01:20

inferring that the delivery may be planned for the specified time but it is not recommended.

00:01:28

Preferred period: This displays the trader's preferred delivery time interval for specific delivery
zone and materials planning group indicator

00:01:37

and helps the trader to reduce the costs of the business run.

00:01:43

Item is in the proximity: In that case the application provides the track of already existing
orders

00:01:51

at the nearby delivery regions and give us the possibility to associate the new order
appropriately with the existing deliveries.

00:02:02

So, this helps the trader in making the right placement of the new orders and again in
managing the cost of the business run.

00:02:12

In order to work with pre-scheduling, we need to define sub-settings.

00:02:17

We need to create a delivery zone that represents the geographical planning area. We
distinguish between top and sub-delivery zones.

00:02:28

Sub-delivery zones are the smallest geographic planning areas and Ill group together to a topdelivery zone.

00:02:37

As you can see on the slide the top-delivery zone can be a country as is composed of one ore
most sub-delivery zones.

00:02:47

In this example the sub-delivery zones are regions. Your planning area may also be a bit
granular.

00:02:55

For example, you may also define the regions as the top-delivery zones and the districts and
sub-delivery zones

00:03:04

or even districts as a top-delivery zone and the cities as sub-delivery zones.

00:03:11

You can also define at the structure as this completely separated for existing, organizational

17

structure.
00:03:19

Then we need to link the customer with the sub-delivery zones. For that we have two options:

00:03:26

You may assign the sub-delivery zone directly to the customer. This solution is only suitable if
you do not have many customers.

00:03:35

The second solution is to assign the sub-delivery zones to a specific postal codes or a postal
code range of a particular area

00:03:45

and since for as customers in the system, the postal code is already maintained, the
relationship is automatically established.

00:03:56

Advantage of this solution is, that the assignment of new customer to a delivery zone is no
longer necessary

00:04:03

since the postal code was already assigned to delivery zone.

00:04:08

And of course theres also the possibility to create a customer specific determination via
customer enhancements.

00:04:18

Next we have to create a time profile which is composed of preferred period that applied for a
certain time for one or more weekdays .

00:04:28

Then we need a material planning group indicator which is a grouping of materials that are
rescheduling together.

00:04:37

And then assign the time profile to a material planning group indicator and to the delivery zone.

00:04:46

This gives you the possibility to make individual designs for different delivery zones.

00:04:51

And lastly, we have to set limit values for pre-scheduling based on the time profile.

00:05:00

Here we specify the maximum transport capacity and the maximal sales order number for a
specific day as a default value

00:05:10

or a specific day of the year. Now, let me show you the sales feature on the system.

00:05:18

Call sales transaction: type the Order Type OTA.

00:05:27

We need the customer number, material number, quantity

00:05:37

and plants. Select the item, then push the pre-scheduling button.

00:05:48

On the top we see the item of the grand sales orders. Let me switch to next week.

00:05:57

In the middle we have the time matrix. Based on the time profile, assigned to the delivery zone

00:06:05

of the ship-to and material planning group indicator.

00:06:14

With these two buttons we can move toward and backward the time access.

00:06:21

With this visual time matrix information the seller from the trader point of view can immediately
identify the best possible delivery time for this material.

00:06:34

In this example, although therere some orders nearby the address ship-to, the quantity limit of
our transport capacity is already exceeded.

00:06:44

In this example, the indicator tells us that this is a preferred time interval for the grand material,

00:06:52

material planning group indicator: Click the number of items to display all sales order items

18

assigned to this interval.

00:07:04

To assign an item to a specific time interval within a day just select

00:07:11

an item or items and double-click the appropriate time interval

00:07:19

or enter the time, the date, and the time into the corresponding field of the grid.

00:07:30

It is also possible to assign the item to a time frame by choosing the time frame

00:07:38

below this grid line. Time frame can be one or more number of days or more number of weeks

00:07:48

depending on the customer needs. At the bottom we can display already these pre-scheduled
items

00:07:56

by clicking on the field with the number of items. The next elemental block

00:08:05

display messages in case of errors or the settings for a specific indicator.

00:08:12

Note that the indicators are just to assist the sales employee: It can therefore be ignored.

00:08:21

Thats it for this units. Let me recap what you have seen.

00:08:26

We talked about the pre-scheduling indicators. We have looked briefly at different settings

00:08:34

and then I gave you a demo about pre-scheduling in the system.

00:08:41

In the next unit you will get an overview about the Sales Logistic Cockpit from my colleague
Anna Henriksen. Thank you and bye.

19

WEEK 1, UNIT 6
00:00:12

Hello and welcome back. This is week 1, unit 6. And the unit is called Sales Logistics Cockpit
and Best Buy.

00:00:20

My name is Anna Henriksen and I'm an SAP senior consultant at Implico.

00:00:25

In this unit, I'm going to give you an introduction to sales logistics cockpit and best buy, built
and designed to support the sales process of an oil and gas company.

00:00:35

First, we'll look at the sales logistics cockpit. It's one screen where you find a lot of contact
information about the customer.

00:00:42

You have the, the central point is the customer. And then you have all the contact data that
you need.

00:00:48

You have the sales contact, if you want them. You have the payment status, and you get the
history of the last orders and deliveries.

00:00:57

I'm going to show you afterwards in the system. This is just to get an overview.

00:01:01

And then we have the shortcuts to all kinds of sales activities.

00:01:05

We have notes, we have price offers, we have quotations, we have sales orders, and best buy.

00:01:11

Later on, I'm going to show you best buy, too.

00:01:15

One really important feature about the sales logistics cockpit is that it can be really easily
modified or enhanced.

00:01:22

So if you're an oil company, and you need, well, this looks fine, but I need this kind of
transaction, then you can just enter it.

00:01:29

We have this one button called new transaction, and there you could easily put in the kind of
transaction that you need in your sales processes.

00:01:38

Or you could put in two transactions if you want, it's very easy to modify.

00:01:42

I've listed someone here that you can put a shortcut to the customer master data. Maybe you
need the current market rate or the service notification.

00:01:49

Maybe you need tracking and scheduling, and whatever kind of information you need.

00:02:00

Let's go to the system, and then I show you about it.

00:02:05

So we find the sales logistics cockpit in the SAP Menu > OGSD > Sales > Sales Logistics
Cockpit, and then this /ICO/MO_3C.

00:02:17

And first, we need to call up the customer, the one here. OK.

00:02:23

So now we have the name of the customer, the address, partner, the ship-to point.

00:02:29

And we have some information about the financial status. We have the credit limit here, and
we have a red flag,

00:02:36

which means he has a bill that he hasn't paid. But this is a test system, so we don't need to be
concerned.

00:02:42

These two can be modified into any other kind of value that you want. If you don't want to see
the credit limit, but you want to see

20

00:02:49

credit memos or something like that, then it can be easily modified.

00:02:56

Down here, we have four buttons. And they are the ones that concern the customer.

00:03:02

At first, we have the Notepad. And there we have the note regarding the customer.

00:03:06

There's going to be a unit later on, a colleague of mine is going to tell you a lot about notes.

00:03:11

And these are the ones, this is one that we said last call on...we called him on this date, or
maybe we have,

00:03:17

this is from my quotation. And maybe the notes that are created for all customers, and then
you can find them here, too.

00:03:24

Or we have some special price action or something like that.

00:03:29

The next button is History. There we have a lot of different options.

00:03:35

We start with the last deliveries, which is why you can find the history of the customer. What
has he ordered? What has he gotten delivered? What kind of materials?

00:03:45

We can go up here, go to the ship-to party. So maybe if one customer has more ship-to's, then
you would find them here, you can list them after ship-to party.

00:03:55

We have the material ranking list. So if he's ordering different kinds of materials, then you
would find it here.

00:04:02

And then we have the quotations. And we have the orders.

00:04:07

And the orders maybe the most important thing because there you can find the status on
them.

00:04:13

And in this case, you have one completed order. And you can see that you have two open
orders.

00:04:18

You can put in the navigation, and you see them here.

00:04:22

And if you want to look at the order, then you can just click on it. And then you get in to the
sales order.

00:04:28

And when you use the green arrow to go back, then you will come back into sales logistics
cockpit.

00:04:36

We also have the returns, the contracts, the customer contract, best buy, and notepad.

00:04:40

And again, this also can be set up different and individually for your different customers.

00:04:46

Then we have the possibility documents. You could go in and see I want to create a sales
order,

00:04:52

then you click here, and then it will take all the information regarding the customer.

00:04:57

Or you can create a contact for the customer.

00:05:01

And this one, this is week 1, the attachment. Here, you can actually put in all kinds of
information that you want.

00:05:09

Maybe you have, maybe you need a small map if the address isn't so accurate. Then you
could put the map in here.

00:05:18

But really here you can put in anything that you would like.

21

00:05:23

And these down here, these four, and all this information, that's the things regarding the
customer.

00:05:28

Up here, we have the Exit Contact, if you want to look at another customer without going out of
this one we could Exit Contact.

00:05:37

And then put in a new one in this case, the same one.

00:05:42

And here is a New Customer. There, we could click on this one if you want create a new one.
We get into this fast entry screen.

00:05:49

We don't have to go into the real transaction, but you can here, if you're on the phone or
someone, you can easily just enter the data,

00:05:58

and then later on maybe add some to them.

00:06:02

And then here we have this New Transaction. That's what I mentioned that you can put in all
kinds of shortcuts.

00:06:09

It's easily doing the Customizing, and then you can go to what kind of contact information that
you need for your sales order business.

00:06:17

And that leaves us to the last one, which is the Best Buy.

00:06:20

I show you first on the PowerPoint, and then we go back to the system.

00:06:29

Best buy. Of course, if you're running an oil company, and if you're selling oil to the customer,
then, of course, you want to do it with the highest margin,

00:06:38

highest profit margin. You want to earn money, of course.

00:06:42

And best buy is designed for this to optimize the sales. It takes the combination of the lowest
procurement price and the lowest delivery costs, and gives the highest profit margin.

00:06:55

And the procurement price can be, of course, your own material, if you have stock. Or it could
be from your purchasing contracts if you have 3rd party deliveries.

00:07:04

And then you have the delivery costs that are determined from the carrier freight costs. And
there, you can have more than one carrier.

00:07:11

So there's a lot of combinations, and best buy gives you the option to find the most profitable
combination on one screen.

00:07:22

You don't have to count all of them.

00:07:25

So the process goes that you have the customer that orders an amount of oil at a certain price.

00:07:33

In the best buy process, we combine, we look at the vendor, where can we get it from?

00:07:39

Or we can take it from our own plant, take the price of those two. And we'll take a forwarding
agent, and look at the price.

00:07:45

And then, we find the best price for this.

00:07:51

I'll go into the system, I show you that as well. That's easy if you see it in the system.

00:07:58

So we have the customer already. We're in the sales logistics cockpit, and then we go to Best
Buy.

00:08:05

At first, we need to choose the process ID. And here we choose the one, that's BP01, which
means that the truck is going to deliver.

22

00:08:14

We could also choose the pickup, which will mean that the customer will come and pick up the
thing. In that case, we don't need to do the freight.

00:08:21

Or it could be some other kind of transport means, or other kind of business process.

00:08:27

We take this one, and then we press Enter. Then, we need to take the material that we want.

00:08:33

We need the quantity, that's, we'll take a 1,000 liter.

00:08:40

Then, we need to fill in the movement type and the handling type.

00:08:46

And then, of course, we need the price. We'll take in this case 250 euro for a 100 liter.

00:08:56

And then I press Enter.

00:08:59

And then you see here Selection Data, Selection Criteria. These are the options that we have
of getting this material, of selling it.

00:09:09

We have the GP01 this is just the test system.

00:09:14

Then we have the amount, and this is our plant.

00:09:19

And GP02 is a third party plant. So there we have the vendor, and we have two contracts that
are valid.

00:09:27

And these are the amount of oil that are still on these contracts.

00:09:34

And then we have these, another plant. And we have two options for freight, for delivering the
oil to the customer.

00:09:43

If I don't want to look at all of them, I can just choose some them. But in this case, unlike in
most cases, we want to see all options because we want to find the best one.

00:09:52

So I'll go to Select All, and then I press Copy.

00:10:02

OK. This might look a bit confusing at first, but the important things to look at this.

00:10:08

We have the material. We haven't allocated any of this yet.

00:10:14

We have the plant, let me just that you see where you take it from. And we have here the
carrier, need to make this one a bit bigger.

00:10:22

But the most important one is this one: Margin.

00:10:27

Here is a list that these combinations, so if we take the oil from this plant with this carrier, then
we'll have a cost price of 66.

00:10:40

And that will give us a margin of 177.

00:10:45

The same amount also here. And the next option would be 176.

00:10:49

We go down here, take the last option, but have a margin of only 141.60.

00:10:56

So here we have, this is a test team. We only have three places and two carriers.

00:11:02

You might have a lot of options. Maybe you would have 50 or 60 options on this one.

00:11:07

And then it's really helpful to have this overview.

00:11:11

This is really easy: You take the highest one, and you know, okay, that is the most profitable
one.

23

00:11:17

So I'll take the 1,000 and allocate them in the first line.

00:11:20

I could actually say: Okay, I'll take 600 from here, and then I'll take 400 from this one, if I have
some reason for it, whatever that might be.

00:11:33

But in this case, I'll take the first 1,000 from here...

00:11:41

OK. And then I go Copy. And then, this is what it will look like.

00:11:48

The order quantity of a 1,000, the net value, the net price, the date from, purchase value...

00:11:54

And if I think this looks okay, this is just the only order that the vehicle has free space left.

00:12:00

Then I'll take this one. And then comes the important part: If I'm on the phone with the
customer,

00:12:07

I can tell him: OK, this is the sales order. Do you want it? And then if he says yes, I press
Order.

00:12:12

But sometimes, the customer says: Well, it looks fine, but I need to think about it for a moment,

00:12:17

then you can press Quotation. And then, it is saved as a quotation, and if the customer calls
you back

00:12:22

and, yes, it looks fine and I want it, then you can take the quotation and make an order of it.

00:12:27

Or if you have a large issued amount, then maybe it makes sense to save it as contract.

00:12:34

In this case, we'll save it as an order. And that takes a bit of time because it's doing it in the
background.

00:12:43

But there we have it already. We are using the Data Collation. In the next week, you will learn
more about the Data Collation.

00:12:51

It's really, really a great tool. And this one creates the order via the best buy function.

00:12:58

And here we have the sales order. And these are all the other things, this too is interesting, the
material reservation. In this case, it also makes sense,

00:13:11

which is that as soon as you make the order, you have 1,000 liter. Then a material reservation
is made at the plant (if the plant is set up for it, it wasn't in the system),

00:13:22

so that this amount of oil is not used in the other kind of sales order.

00:13:27

Not that you have two sales agents selling the same amount of oil at the same time. Then, it's
best served for this order.

00:13:37

OK. And here, we can go into the order, just need to double-click.

00:13:42

And here we have the logistics standard order. We have the customer. We have the material,
the amount of oil.

00:13:50

We have the right plant, we have the right carrier to take it.

00:13:55

Then this is everything that we have to do. We don't have to manually create the sales order.

00:14:00

And we know that we've got the one with the highest profit.

00:14:03

And if I want to go back, then I'm back into the sales logistics cockpit.

00:14:08

So this was a short view of the best buy option. I hope that you got the idea of the power this

24

tool actually has.

00:14:17

But you can really easily make and find the option, combination that gives you the highest
profit.

00:14:22

And so that your company can be successful. Let's go back to the presentation.

00:14:32

OK. Just to sum up: We have the sales logistics cockpit and the best buy, they're in the same
transaction.

00:14:39

We found it in the menu, in the SAP Menu > OGSD > Sales > Sales Logistics Cockpit, and
the Best Buy /ICO/MO_3C.

00:14:50

So this was actually this what you've learned in this unit. You've seen the sales logistics
cockpit, that it's an overview screen with a lot of customer information,

00:14:59

where you can easily gain the information, and you can access relevant transactions that you
need for your company.

00:15:05

You can access, you can set it up to access those kinds of transactions that you need for your
oil company.

00:15:11

An important feature of the sales logistics cockpit is the best buy functionality that determines
the best combination of the lowest purchase price and the lowest delivery costs to give the
highest profit margin.

00:15:24

This concludes week 1. I hope you've learned a lot about OGSD.

00:15:29

I hope that you had fun. And we'll be back next week, and then we hope that you'll join us.
Thank you!

25

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