A Sales Organisation is assigned to ONE company code A Plant can be assigned to ONE Company Code A Plant can be assigned

to MANY Sales Organisations/Distribution Channels A Plant can be assigned to MANY Shipping Points A Shipping Point is assigned to one or MANY Plants A transportation planning point is an independent unit and is not linked to other org units Transportation planning point is linked to only ONE company code Transportation planning point processes and monitors shipments Each shipment is created by a single transportation planning point Distribution channel can be assigned to MANY Sales Organisations A Company Code can be assigned to MANY Plants A Sales Office can be assigned to MANY Sales Areas Sales Organisation Distribution Channel Distribution Plant (same plant can be linked to many SO/DC combos) CO - PA Operating Concern (Africa) Controlling Areas (Africa) Company Codes (South Africa) Sales Organisations (Gauteng) Credit Control Area Sales Area (combo of Sales Org/Dist Channel/Division) Sales Office Sales Group Business Areas are optional and used for internal reporting Can contain several company codes or have several BA's in one company code

Company Code Sales Organisation Division Delivering Plant Shipping Point Departure Zone Distribution Channel

Configuration Assign sales organization to company code ONE Assign distribution channel to sales organization Assign division to sales organization Assign sales office to sales area Assign sales group to sales office Assign sales organization/distribution channel - plant Assign sales area to credit control area Assign Business Area To Plant And Division Assign warehouse number to plant/storage location Assign shipping point to plant Assign plant to company code ONE Customer Master General Data (Client) Sales Area Data Company Code Data Address is the only info updated in docs when changed in Cmaster Flag 'default sold to party' to let temp STP go into Sales Orders Complete/Partial delivery indicator found in the Customer Master Material Master Sales Org Views valid for Sales Org and Distribution Channel Sales Gen/Plant valid for Sorg, DC and Delivering Plant

Business Areas are determined by: Plant / Item Division Sales Area Sales Organisation / Distribution Channel / Item Division

ASAP Phase 1 Project Preparation Starting project Identifying team members Developing high level plan Phase 2 Business Blueprint Understand business goals Determine business requirements to support goals Phase 3 Realization Implement business and process requirements based on blueprint Customize in Baseline and Final Configuration Phase 4 Final Preparation Complete testing End User Training Resolve critical open issues Phase 5 Go Live and Support Transition from Project, pre productive environment to Live productive system

Customer - Material Info Record Default delivering plant Delivery tolerances Partial deliveries Cross ref customer material number to our number Proposal at item level made from C-M info record

Output Master Data Layout of output defined by a form in Sapscript and assigned to output type Incompletion log shows fields where data is missing. Available in Sales Order and Delivery Representative Distribution Channel used if dont want to differentiate Master data by DC.

Pricing Procedure Condition types Access Sequence Condition Tables Key field Combo = cond rec

Pricing Procedure contains conditions types in the required sequence Condition Type has characteristics ie value or quantity, surcharges or discounts etc Access sequence composed of one or more condition tables assigned to a condition type Condition Records are created using a specific key combination specified by the condition table In customising you can set a condition type to be a group condition Condition types to be compared are placed in an exclusion group to determine The net price list offers the option of creating price information for a customer on a selected range of materials The net prices are determined by simulating a billing document You can allow a release procedure to be used when a condition table is created 'with release status' checkbox The calculation type for a condition type is defined in customizing You can maintain long texts in the condition records for pricing and agreements (no copy on reference create)

Excluded Materials Permitted Materials

Material Exclusion - used to ensure that the customer does NOT receive certain materials Material Listing - used to ensure that the customer ONLY receives certain materials Both of these are controlled by the condition technique Condition Technique is used to determine Pricing, Texts and Outputs.

Condition Categories: Pricing Discounts Surcharges Freight Taxes

A condition table defines the combination of fields (the key) that identifies an individual condition record A condition record allows you to store and retrive data. All prices, discounts and surcharges for automatic pricing must be stored in condition records An access sequence is a search strategy used to find valid data for a particular condition type A pricing procedure is used to define a group of condition types in a particular sequence It determines which sub totals appear during pricing It determines which bases the system uses to calculate percentage discounts and surcharges It determines to what extent pricing can be influenced manually

Header Condtions

Automatic pricing does not take header conditions into account Can only be entered manually at sales order processing You cannot create condition records for them???? Check Can have be assigned an access sequence Can be group conditions Header conditions are valid for all items Automatically distributed among items based on NET value Can be distributed among item evenly or based on portion of total net value Pricing behaviour is configured in the Pricing Type

Group Conditions

In customizing you can set a conditon type to be a group condition Can only be assigned at item level? Check??? The condition base value is calculated as the sum of the individual items within one group In Pricing Procedure the Reference Level is used to get Subtotals You can attach requirements (requirement rule) to an Access Sequence Net Price List creates Price Information for a customer on a selected quantity of materials Condition indexes MUST be activated

The Pricing Procedure Controls: Sequence of condition types Mandatory condition types Manually entered conditions Statistical condition types

Condition Type Controls: Access Sequence used Minus/Plus sign Priority of manual condition types (over automatic condition types) Calculation Type Fixed amount Percentage Scale Base Type: Value Weight Quantity Volume Time Period

Tax Determination: Business Transaction Tax Liability of the Ship to Party Tax Liability of the Material Material Listing: used to ensure customers receive only certain materials Material Exclusion: used to ensure customers DO NOT receive certain materials

A transaction variants is made up of screen variants Transaction variants are only allowed for screen transactions

Determination of Pricing Procedure Automatically Customer (You specify the customer pricing procedure in the customer master record for each sales area) Sales Document Type (You specify the document pricing procedure for each sales document type and billing type) Sales Area (allocate the customer determination procedure and the document pricing procedure to a pricing procedure within a sales area) Condition exclusion - best/worst price comparison Condition update - set maximum condition value or number of order Condition Supplement - several condition types to be accessed together

Sales Order Document Type Controls: Number Assignment Default Functions: Date, Delivery Type, Billing Type, Blocks Mandatory Reference Partner Determination Pricing ie is customer-material info rec used Output Types Available Allowed Item Categories Incompleteness Free Date Determining Materials Enhancement for Contracts Checks: Division, Open Quotes/Contracts/Info Record Note: Pricing Procedure can be assigned to Doc type

During Sales Order Processing, the system carries out basic functions, such as: Delivery scheduling Transferring requirements to materials planning (MRP) Calculating pricing and taxes Sales Information System Checking credit limits Outputs Texts Availability Check Sales Order Document Types: Standard Order Contract Cash Sales Rush Order Free of Charge delivery Returns Consignment Fill up Credit/debit request Determination of Sales Item Category Automatically: Sales Order Type Item Category Group (Material Master) Item Usage High Level Item (superior item) Basically from the Order type & Material

Sales Order Item Category Controls: Completion Rule (when item is considered completed) Item level Partner Determination Text Determination Incompletness Schedule Lines allowed Pricing Relevancy ie is carried out or not Billing Relevancy ie is billing carried out Delivery Relevance ie material or text item BOMS Is difference allowed from header levels Message if item cannot be fully delivered Output Billing Block Schedule Line Category Controls: Availability check Goods Movement Type for GI Delivery Relevance Purchasing (ie PR auto created) Requirements Transfer to MRP They are assigned to Item Categories

In config you link Sales Order types to Sales Areas In an order, Sales Area can be entered manually or determined from Customer Master of the Sold to Party If several Sales Area options then choose from list Can create Customer Master from within Sales Order Determination of Schedule Line Automatically: Item Category MRP Type Cross division sales must leave division out of the header. Must be allowed by Doc type

Determination of Delivering Plant Automatically: Customer Material Information Record Customer Master for Ship to Party Material Master Record If not found then no plant proposed and thus no ship point, avail check

Pricing Types in Sales Order are: A - copied from REF updated with scale B - perform new pricing C - manual elements copied others are redetermined G - only tax redetermined H - only freight redetermined

Determination of Route Automatically: Departure Zone from Customizing for Shipping point (JHB) Shipping Condition from STP Customer Master (ASAP) Transportation Group from Material Master (Train) Transportation Zone from Ship To Party Customer Master (Durban) Note: Weight causes redetermination of the route Determination of Delivery Schedule Automatically: Order Date Material Availability Date Loading Date Goods Issue Date Delivery Date Account Group on Customer Master Controls: Number Range Internal or External Number Assignment Input screens and fields for partner functions Field Selection One Time account Output It can be automatically proposed Movement Type Controls (found in Schedule line) the type of the material movement ie GR, GI, STO enables system to find posting rules for account postings updating of quantity fields updating of stock and consumption accounts determining which fields are displayed during document entry

Before changing a Sales Document Type Check that: There are no subsequent docs Item category can be changed Sales Doc not created from contract or service notification Sales doc is not a status relevant subsequent document

Availability Check control: Control elements must be maintained in customising Relevant assignments must be made to the sales transactions

Account Groups: 0001' - Sold to Party1 0002' - Ship to party 0003' - Payer 0004' - Bill to party

What controls delivery item scheduling Transit time Pick/pack time Loading time Transportation lead time

Determination of Tax Rate in a Document

Cash Sales:

Business transaction - domestic or export/import Tax liability of the ship to party Tax liability of the material Quantity diff - complaint due to damaged or substandard goods Price diff - complaint due to wrong pricing Returns - dissatisfied customer Third party order processing flow: Sales order (Order type OR, Item cat IC, Sched line SL) Auto PR PO OBD GR MM Invoice Verification SD Billing

Payment made at time of the order (invoice printed) Order and delivery created at the same time GI posted at later date to avoid delays Uses billing doc type CS which has: no output determination no price determination FI posting made to cash settlement

In customising for Sales Doc types the 'incompete messages field' controls if incomplete documents can be saved or not Credit Memo Request - Billing Block - Release - Credit Memo Reason for rejection used to control if item appears in credit memo with zero value or not at all

Delivery Type Controls: Number Assignment Text Reference to Order Picking Determination Rule ?? Which screens to present Partner Output Route RE-detemination Relevant for shipment or transportation processing Delivery split by Warehouse number Delivery Item Category Controls: Picking Relevancy Text Packing Control Availability check Check minimum delivery quantity Picking location determination Check for overdelivery Auto batch determination Relevant for proof of delivery Delivery Scheduling determined by: Order date Material Availability (sufficient goods available) Loading Date (picking/packing completion date) Goods Issue Date (from delivering plant) Delivery Date (arrival date at customer) Picking Location determined by: (MALA Rule) Shipping Point Plant Storage Condition (ie cool)

Determination of Delivery Type Automatically: Copying Control Table specify link between SO types and delivery types ie OR - LF

Outbound Delivery contains items with SAME Shipping Point

Determination of Delivery Item Category Automatically: (when not copied from Sales doc) Delivery Type Item Category Group (Material Master) Item Usage (additional usages) The copying control table specifies which item categories are copied from Reference docs Always the same item categories if allowed ie TAN - TAN

Delivery Scheduling: can specify for Sales Document Type and the Shipping point if delivery scheduling is to be carried out. Can specify if Pick/Pack time and or loading time is carried out

Routes Route does not influence the transportation schedule Determines the means of transport and the legs involved.

Copy Control Table specifies: Which Sales doc types are copied into deliveries Which Item categories are copied into deliveries What Conditions data is copied into deliveries Rules for combining orders into one delivery Which data is to be transferred Whether the ref doc in recorded in the document flow

Shipment = collection of inbound or outbound deliveries shipped together. All deliveries in a shipment must have the same shipping conditions Shipment Type controls: It is the transportation scenario ie air from plant to customer Number Assignment Texts Output Shipping Type (ie truck, train etc) Leg Determination Leg Indicator Copying Rule Planning Profile Split Profile Completion Type Whether Shipment can be created is controlled by the transportation relevance of: Delivery Type Item Category Route Individual Shipment - one or more IB/OB deliveries, one mode of transport, shipment doc Collective Shipment - same but one or more points of departure and arrival Transportation Chain - several modes of transport used Shipment Document Functions: Combining Inbound deliveries to form inbound shipments Combining Outbound deliveries to form Outbound shipments Assigning Service Agents, modes of transport, shipment types Deadlines Shipment stages Shipping units Output Texts Partner info Determination of Shipping Point Automatically (normally determined in the Sales doc) Shipping Condition field from Sales doc type or from Sold To Party Customer Master (shipping requirements) Loading Group field from Material Master (loading equipment) Delivering Plant from CIR, CM or MM

Determination of Picking Location Automatically (happens during Shipping Processing) Shipping Point Plant Storage Conditions Shipping points definition (one delivery processed by single shipping point) Shipping points are responsible for scheduling and processing deliveries to customers as well as replenishment deliveries to own warehouses. Assigned to one or more plants, subdivided into loading points Shipments can be created: Manually Via a planning proposal Via collective processing plan Via external interface Only one shipment cost doc per shipment doc allowed Shipment must have at least planned status before a cost document can be created

Billing Type Controls: Number Assignment Paratner Functions Texts Outputs Rebates Posting Block Account Determination Cancellation Billing Type Invoice List Type Special features of the FI interface Pricing Types in the billing document determined by: Billing Type Item Category Pricing Types in billing doc are: A - copied from REF updated with scale B - pricing redetermined C - manual elements copied others are redetermined D - all copied with no changes G - only tax redetermined H - only freight redetermined Billing Due List used selection criteria as a basis for combining the transactions to be billed To process invoices on specific dates (periodically) maintain billing dates in the factory calendar enter factory calendar in the customer master record of the payer SAP tries to combine transactions into one billing doc but will split invoice if header data not identical Invoice List allows for invoices to be sent to payer at certain times Billing plan: Periodic billing (ie rentals) Milestone billing (spread) Billing doc - posting block - release - Accounting doc

Following can be changed in a billing doc before transfer to accounting: Billing date Pricing Account determination Output determination Once the billing is transferred to accounting can only change the OUTPUT data. Credit control area includes company codes Can be centralised or decentralised

Determination of Credit Control Area in the following sequence: User Exit (only header data considered) Sales Area Segment from Payer master record Sales Area Company Code You can only change the credit control area if no subsequent documents exist. Credit check can be carried out at: Sales order (blocked) Outbound delivery (blocked) Goods Issue (error message) Data Flow from Reference Docs controlled by: Billing Types Copying Control Data Transfer Routines

Billing Type proposed from underlying sales document type ie OR - F2 Billing document MUST reference an existing document To cancel a billing document you must create a cancellation document

Determination of account assignment: Chart of accounts Sales Organisation Account Assignment group for payer Account Assignment group for materials Account Key (assigned to condition types) Account determination procedure used depends on the billing type Performa Invoice: No GI required Billing status not updated Data not transferred to FI Can create many of them Rebates For Rebates to function rebate processing must be activated for: Sales Organisation Payer Master Billing Document Type Rebate Processing Prerequisites: Sales Organisation Payer Billing Type

Effects of a Billing Doc: Accounting Doc Profitablility Analysis Sales Order Updated Delivery Updated Sales Info System Updated Customer Credit Management Updated

Sales Order Document Type Controls: Number Assignment Default Functions: Date, Delivery Type, Billing Type, Blocks Mandatory Reference Partner Determination Pricing ie is customer-material info rec used Output Types Available Allowed Item Categories Incompleteness Free Date Determining Materials Enhancement for Contracts Checks: Division, Open Quotes/Contracts/Info Record Note: Pricing Procedure can be assigned to Doc type Sales Order Item Category Controls: Completion Rule (when item is considered completed) Item level Partner Determination Text Determination Incompletness Schedule Lines allowed Pricing Relevancy ie is carried out or not Billing Relevancy ie is billing carried out Delivery Relevance ie material or text item BOMS Is difference allowed from header levels Message if item cannot be fully delivered Output Billing Block Schedule Line Category Controls: Availability check Goods Movement Type for GI Delivery Relevance Purchasing (ie PR auto created) Requirements Transfer to MRP They are assigned to Item Categories

Delivery Type Controls: Number Assignment Text Reference to Order Picking Determination Rule ?? Which screens to present Partner Output Route RE-detemination Relevant for shipment or transportation processing Delivery split by Warehouse number SIS updated or not

Billing Type Controls: Number Assignment Paratner Functions Texts Outputs Rebates Posting Block Account Determination Cancellation Billing Type Invoice List Type Special features of the FI interface

Delivery Item Category Controls: Picking Relevancy Text Packing Control Availability check Check minimum delivery quantity Picking location determination Check for overdelivery Auto batch determination Relevant for proof of delivery

Determination of Sales Item Category Automatically: Sales Order Type Item Category Group (Material Master) Item Usage High Level Item (superior item)

Determination of Delivery Item Category Automatically: Delivery Order Type Item Category Group (Material Master) Item Usage (additional usages)

# 1

Question In the customer order cycle inventory is reduced during: A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E

The following happens at post Goods Issue:

Which of the following are true of a Sales Organisation:

Standard Customer order management process consists of:

Which of the following are true of Customer Master Data

A plant in the Sales Order is proposed in the sequence:

The following happens when customer master data is changed

Sales between company code A and company code B is called:

The shipping process supports the following:

10

The following are true about a Sales Order:

A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B

11

Linked documents are called:

12

The following are true about Schedule Lines:

13

Schedule lines are created during the creation of:

14

The following are true about the Item Category:

15

Item Category determination is done using:

16

Schedule Line determination is done using:

17

The Sales document type controls the following:

18

Which of the following statements are TRUE:

19

A movement type is assigned to:

C D E 20 In a Sales Order a dilivery block can be assigned to: A B C D E

Options Sales Picking Delivery Goods Issue Billing Billing Doc created FI Doc created Billing doc due list performed automatically Sales doc status are updated Delivery requests and inventory updated Can be assigned to one or more plants Can be assigned to one controlling area Can be assigned to only one company code Can be assigned to many shipping points Is part of the Sales Area Sales order, delivery, billing, complaints Sales order, GI, billing, complaints Sales order, Delivery, complaints Sales order, delivery, billing, payment Quote, Sales order, delivery Bill to party, payer, ship to party, sold to party Exists in a Sales Area Exists in a Plant Critical to the customer order management cycle Not Critical to the customer order management cycle Customer, Material, Customer material info record Material, Customer, Customer material info record Customer material info record, customer, material Customer material info record, material, customer Customer, customer material info record, material All existing Sales Orders are updated Only open Sales Orders are updated All existing Invoices are updated Only open Invoices are updated None of the above Sales area Intra-company Sales Inter Company Sales Indirect Sales Third Party Sales Creation of delivery documents Billing Returns order Packing Goods Issue

Contains customer and material data Only contains header and item Contains header, item and schedule lines Created in a Sales Area Allows revenue posting of documents to FI Customer order management process Goods Issue Document Flow Copy Control Sales Order Are assigned to a sales document type Are assigned to an item category Contain the movement type Controls transfer of requirements and ATP checks Contains delivery dates and quantity Sales Order Delivery Transportation Billing Goods Issue have pricing relevancy have billing relevancy Item number counter Schedule lines Delivery relevance Order type, Item category usage, Item category group, item category Order type, MRP type Order type, Item category group, Item usage, High level item Item category, Item category group, High level item Item category, MRP type Order type, Item category group, Item Category Order type, MRP type Order type, Item category group Item Category, Item Category group Item Category, MRP type Plant determination Number assignment Relevancy for picking Default billing document type Default delivery document type A sales office can only be assigned to one sales area A plant can be assigned to only one company code A distribution channel is assigned to many sales organisations Customer master data is only created for SD A sales document type can only have an internal number range Sales Document Item Category

Schedule Line Delivery Goods Issue Sales Document Item Category Schedule Line Delivery Goods Issue

Notes

# A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A

B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C D E A B C

D E A B C D E

Correct Answer Sales Picking Delivery Goods Issue Billing Billing Doc created FI Doc created Billing doc due list performed automatically Sales doc status are updated Delivery requests and inventory updated Can be assigned to one or more plants Can be assigned to one controlling area Can be assigned to only one company code Can be assigned to many shipping points Is part of the Sales Area Sales order, delivery, billing, complaints Sales order, GI, billing, complaints Sales order, Delivery, complaints Sales order, delivery, billing, payment Quote, Sales order, delivery Bill to party, payer, ship to party, sold to party Exists in a Sales Area Exists in a Plant Critical to the customer order management cycle Not Critical to the customer order management cycle Customer, Material, Customer material info record Material, Customer, Customer material info record Customer material info record, customer, material Customer material info record, material, customer Customer, customer material info record, material All existing Sales Orders are updated Only open Sales Orders are updated All existing Invoices are updated Only open Invoices are updated None of the above Sales area Intra-company Sales Inter Company Sales Indirect Sales Third Party Sales Creation of delivery documents Billing Returns order Packing Goods Issue Contains customer and material data

Only contains header and item Contains header, item and schedule lines Created in a Sales Area Allows revenue posting of documents to FI Customer order management process Goods Issue Document Flow Copy Control Sales Order Are assigned to a sales document type Are assigned to an item category Contain the movement type Controls transfer of requirements and ATP checks Contains delivery dates and quantity Sales Order Delivery Transportation Billing Goods Issue have pricing relevancy have billing relevancy Item number counter Schedule lines Delivery relevance Order type, Item category usage, Item category group, item category Order type, MRP type Order type, Item category group, Item usage, High level item Item category, Item category group, High level item Item category, MRP type Order type, Item category group, Item Category Order type, MRP type Order type, Item category group Item Category, Item Category group Item Category, MRP type Plant determination Number assignment Relevancy for picking Default billing document type Default delivery document type A sales office can only be assigned to one sales area A plant can be assigned to only one company code A distribution channel is assigned to many sales organisations Customer master data is only created for SD A sales document type can only have an internal number range Sales Document Item Category Schedule Line

Delivery Goods Issue Sales Document Item Category Schedule Line Delivery Goods Issue

m category group, item category

m usage, High level item

many sales organisations

e an internal number range