Sales Configuration

SAP SD Configuration
Pack

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INDEX

1 CONFIGURING SALES DOCUMENT HEADER 3
1.1 Define Sales Document Types 3
1.2 Define Number Ranges for Sales Documents 12
1.3 Define Order Reasons 14
1.4 Assign Sales Area to Sales Document Types 16
2 CONFIGURING SALES DOCUMENT ITEM 20
2.1 Define Item Categories 20
2.2 Define Item category Groups 28
2.3 Define Item Category Usage 30
2.4 Assign Item Categories 31
2.5 Define Reasons for Rejection 34
3 CONFIGURING SCHEDULE LINES 36
3.1 Define Schedule Line Categories 36
3.2 Assign Schedule Line Categories 40
4 DEFINE AND ASSIGN REASONS FOR BLOCKING 42
5 MAINTAIN COPY CONTROL FOR SALES DOCUMENTS 45

1 Configuring Sales Document Header

1.1 Define Sales Document Types

BACKGROUND

This configuration setting enables creation or modification of
sales document type. Sales document type is an indicator
which enables system to process different business
transactions in different ways.

Various document types are pre-configured in system and can
be used for various scenarios. There are three options for
configuring new sales document types:

Change existing sales document type

Copy existing sales document type and change it to new
requirements.

Create a new sales document type.

Definition and configuration of sales document type can be
divided in three parts

1. Definition of Sales document type itself (with key e.g. QT
etc.)

2. Definition of additional sales functions (like number
ranges etc.)

3. Configuration for general SD functions (like pricing etc.)

We will study the configuration of SAP provided sales
document type for standard order OR.

Instructions

Follow Menu Path: IMG Sales and Distribution Sales
Sales Documents Sales Document Header Define Sales
Document Type

1. Click

Here the three options explained in background are applicable.

a. If existing Sales document type is to be modified, choose
the document type from list and click on to get into
details

b. For copying existing sales document type to new one
select the sales document type to be copied and click on
or F2.

c. For creating a new sales document type click on

Here we will follow option a and select order type OR and
click on . To search for correct order type click on
and enter the key.

Following screen is displayed

The controls are grouped in various blocks like Number
Systems, General Control, Transaction flow etc.

2. Maintain the fields as explained below:

The explanation is provided block wise

Field Name Field Description and Value
Sales Document
Type
4 character key for the sales document
type. Description is next to it

SD document categ. Classification of different types of
documents in SD, used by system to
determine how processing is to be
carried out. Predefined following entries
exist

Indicator Sales document indicator for further
classification if required.

Sales document
block
Determines if sales order is blocked for
creation or allows only automatic
creation.

Key fields are explained below:
No Range int. assgnt No range to be used for sales document
numbers if assigned internally

No Range ext. assg. No range to be used for sales document
numbers if assigned externally

Item no. increment Increment of item no in sales order like
10, 20 etc.

Sub-item increment Increment of item no automatically by
system

Key fields are explained below:

Reference mandatory Control if reference is mandatory while
creating sales document. Leave blank

Check division Control on check if division differs at
item & header level. Leave blank

Probability Probability of customer confirming
inquiry or quotation in sales order.

Check Credit Limit Specifies if system runs credit check
and behavior.

Credit group Assignment of credit group defined in
credit management

Output Application Normally V1 for sales

Material entry type Control on material entry in sales
order.

Item division Check this if division is to be
determined from material master
record at item level
Read Info record Check this if Customer material info
records are to be read.

Check purch order
no.
If Customer purchase order no is to be
checked for duplication maintain A

Key fields explained below, rest are system copied.

Transaction group Grouping that controls certain
characteristics of sales doc processing.

Doc. pric. Procedure Key specifying pricing proc for sales
document type. Input for pricing
procedure determination

Quotation messages Control to check if system should
check for existing open quotations.

Outline agrmt
messages
Control to check if system should
check for open agreements like
contracts.

Key fields explained below:

Delivery type Default delivery type for this sales
document type

Delivery block Default Delivery block for sales
document

Shipping conditions Default shipping condition for sales
document type. Maintained if it is
different from customer master record.

Immediate delivery To be flag X if immediate delivery is
required after sales order is saved.
Example - In Cash Sales and Rush
order scenarios.


Delivery rel. billing
type
Default billing type that system
proposes while creating billing
documents from delivery

Order-related billing
type
documents from order

Inter-company billing
type
documents for inter-company.

Billing block To Default billing block in sales order
like Credit memo etc.

Billing plan type Billing plan type if used like Milestone
or Periodic billing

Paymt guarant. proc Procedure type for payment guarantee

Paymt card plan type Payment plan type for payment cards

Checking group Checking group for payment cards


Lead time in days No of days from current date for
proposal of requested delivery date of
items.

Propose deliv. Date Check box controls if current date is to
be proposed as delivery date.

Other controls like Scheduling agreement and Contract are
relevant for only those sales document types and not
explained here.

Effect of Configuration

Sales document type configured here would be used for
creating sales order in specific scenario.

1.2 Define Number Ranges for Sales Documents
BACKGROUND

This configuration setting enables us to define the number
ranges for purchase orders. Number ranges are defined
directly in the production system.

Instructions

Sales Documents Sales Document Header Define
Number Ranges for Sales Documents Type

1. Click

2. Click

3. Click to add new number range interval, mark
check for external if it is an external number range.

4. Click

5. Click


Number range maintained here will be assigned to sales
document type as explained earlier and used for sales
document creation.

1.3 Define Order Reasons

BACKGROUND

This configuration allows definition of order reasons to be used
in sales document. The order reason is assigned to sales
document at header level.

Instructions

Sales Documents Sales Document Header Define Order
Reasons.

1. Click

Following fields are maintained

Order reason 3 digit key defining order reason

R Use of order reason for retro billing.

Description Description of order reason.


Order reasons are created to be used in sales documents.

1.4 Assign Sales Area to Sales Document Types

BACKGROUND

During sales processing each sales area can have restriction
on the allowed order types it needs to process. This
configuration enables such requirement. Here first the
common sales areas are setup i.e definition of Common Sales
organization, Distribution channel and division and then the
Sales order types are assigned to these common sales areas.

Instructions

Sales Documents Sales Document Header Assign Sales
Area to Sales Document Types

Following pop-up appears.

1. Click on Combine sales organizations and click

Assign the reference sales org for Sales org defined earlier.

Click and back.

2. Click on Combine Distribution channels and click

Assign the reference distribution channel to Sales org and dist
ch.
Click and back.

3. Click on Combine Division and click

Assign the reference division to Sales org and division

Click and back.

4. Click on Assign sales order types permitted for sales areas
and click

Click on to maintain entries of the reference sales
area and Sales document type to be assigned as under

Enter and click on and back.


Sales document types are allowed only for assigned sales
areas.

2 Configuring Sales Document Item

2.1 Define Item Categories
BACKGROUND

Item category is an indicator which defines how an item
behaves in a sales document and its characteristics. Item
category has controls in many areas like Pricing, Billing,
Delivery, Transfer of requirements etc. This configuration
enables definition and control of item categories.

Similar to sales document types definition there are three
options
Change existing item category

Copy existing item category and change it to new
requirements.

Create a new item category

Lets understand controls on system provided item category
TAN

Instructions

Sales Documents Sales Document Item Define Item
Categories

1. Click

List of item categories is displayed.


a. If existing Item category is to be modified, select from list
and click on to get into details

b. For copying existing item category to new one select
correct one to be copied and click on or F6.

c. For creating a new item category click on

Here we will follow option a, select TAN and click on . To
search for correct item category, click on and
enter the key.


The controls are grouped in blocks like Business data, General
control etc. Controls are explained block wise

Following key fields are maintained

Item Category 4 character key code for item category

Item Type Classification of item, Blank is
standard

Completion rule Completion rule for quotation/contract
item

Special Stock Specifies special stock type as per list

Billing Relevance Describes how an item is to be billed
A is delivery related billing

Billing plan type Billing plan type if items are billed as
per some defined plan, eg, Milestone or
Periodic billing.

Billing Block Default billing block for some items

Pricing Indicates whether system carries out
pricing for item. X Standard pricing

Statistical value Value of item to be considered in total.

Business Item This check box when ticked allows
different business data at item level
from header.

Sched. Line Allowed Indicates whether you can create
schedule lines for item or not.

Item Relv. for Dlv Indicates whether text item is relevant
during delivery processing.

Returns Check box indicates if it is returns item

Wght/Vol. Relevant Whether system calculates
weight/volume

Credit Active Whether item is considered for credit
mgmt

Determine Cost During pricing if cost of item is to be
considered.

Autom. Batch determ If item is relevant for automatic batch
determination

Rounding permitted If rounding in calculation is permitted

Order qty = 1 Order qty for each item is limited to 1
Incompletion Proced. This is assigned separately, displayed
here

PartnerDetermProced. This is assigned separately, displayed
here

TextDetermProcedure This is assigned separately, displayed
here

Item CatStats Group This is assigned separately, displayed
here

Screen Seq. Grp How item screen is to be displayed

Status Profile Status profile for item assigned here.

Bill of Material/Configuration controls are used for Variant
configuration scenario.

Value Contract controls are used for items in Value contracts.
Service Management for Service scenario & last controls for
Resource related billing scenarios.


Item categories are configured to control behavior of items in
sales document.

Recommendation

a. If own item categories are being created they should start
with letter Z as it is reserved by SAP for customer
requirements.

b. If a new item category created is relevant for delivery
similar item category needs to be defined in delivery
menu as system copies similar item category to delivery.

c. Similar item categories as defined in system should be
used for copying to new ones.

2.2 Define Item category Groups

BACKGROUND

This configuration enables creation of Item category groups.
Item category groups are used to group together different
material types for item category determination in sales
processing.

New item category groups should start with Key Z as provided
for in system

Instructions

Category Groups

1. Click

System has many predefined item category groups.
For creating new one click on and enter 4 character
code and description.

Click and back.


Item categories groups are available to be used for assignment
in material master.

2.3 Define Item Category Usage

BACKGROUND

This configuration provides the item category usage which
defines how an item category can be controlled by system. For
e.g. how a text item is created in sales order or batch
determination item is determined in sales order.

Most of item category usages are predefined in system and
rarely a new one needs to be created.

Instructions

Category Usage

1. Click

System has many predefined item category groups.

For creating new one click on and enter 4 character
code and description.

2.4 Assign Item Categories

BACKGROUND

This configuration is to assign the item categories system
would propose in sales document for each sales document
type based on various criteria.

There is also provision for maintaining manual item
categories, which are allowed for selection apart from
automatic proposed one.

System default item category depends on following
combination
Sales document type

Item Category group (from material master)

Item Category of Higher Level Item

Item Category usage (system defined from program)

Instructions

Sales Documents Sales Document Item Assign Item
Categories

1. Click

Here configuration exists for OR and item category group
NORM.
For maintaining configuration for new order type or item
category group Click on

Following inline table view is displayed where entry is to be
maintained and then saved by clicking on and back.

There can be 11 manual item categories allowed in addition to
default proposed one.

For a combination of Sales document type, Item Category
group, Item Usage and Higher Level item category there can be
only one default item category maintained.


Item categories are proposed for items in Sales document.

2.5 Define Reasons for Rejection

BACKGROUND

This configuration defines Reasons for rejection. These can be
used to define possible reasons for rejecting items in sales
documents.

These also define further behavior of items after rejection.

Instructions
Sales Documents Sales Document Item Define Reasons
For Rejection

1. Click

Following fields are maintained:

Rejection reason 2 digit code for rejection reason

NRP Not relevant for printing after rejected.

OLI Resource related item open again

BIC Not relevant for billing

Stat Statistical value of item to be
considered

Description Description of item


Reasons for rejection are available for use in sales document.

3 Configuring Schedule Lines

3.1 Define Schedule Line Categories

BACKGROUND

System can copy items from sales document to delivery only if
they have Schedule lines. Control of these schedule lines
depends on schedule line categories.

This configuration enables creation of these categories and its
controls.

Most of relevant schedule lines are provided in system. New
ones can be created based on customer needs.

As in sales document types and item categories following
options exist

Change existing schedule line category.

Copy existing schedule line category and change it.

Create a new schedule line category.

Instructions

Sales Documents Schedule Lines Define Schedule Line
Category

1. Click

List of schedule line categories is displayed.


a. If existing schedule line category is to be modified, select
from list and click on to get into details

b. For copying existing schedule line category to new one
select correct one to be copied and click on or F6.

c. For creating a new schedule line category click on

Here we will follow option a, select CP and click on . To
search for correct item category, click on and
enter the key.



Sched. Line Cat. 2 character code for Schedule lines

Delivery Block Delivery block defined here is copied to
schedule line and blocked for delivery
creation

Movement type Goods movement for posting quantities
is specified here for items, which result
in stock movement. This is copied on to
delivery item

Item Relev for
delivery
Indicates if item is to be copied on to
delivery, not relevant for quotation
items

Order Type Purchase order/requisition type for
triggering purchase orders directly from
sales order. Example - in case of Third
party orders.

P.req del sched. Delivery scheduling of dates for
purchase requisition

Item category Item category of items in purchase
order

Accnt Assig. Cat. Account assignment of item in
purchasing

Incompl. Proced. Assigned in incompletion procedure,
displayed

Req/Assembly Check if transfer of requirements is to
be allowed

Availability Availability check to be carried for item
in sales document.

Prod. Allocation Product allocation part of availability
check active


Schedule Line categories are configured for assignment to item
categories and processing in sales documents.

3.2 Assign Schedule Line Categories

BACKGROUND

This configuration enables automatic determination of
schedule line categories in sales document based on following
criteria.

Item category
MRP type (from Material master)

System also allows up to 9 manual schedule line categories,
which can be changed manually at schedule line level in sales
document.

Instructions

Sales Documents Schedule Lines Assign Schedule Line
Category

1. Click

For maintaining entries for new item categories click on

Entry to be maintained in following inline table view and click


Schedule line categories are automatically determined for
schedule lines in sales document.

4 Define and Assign Reasons for Blocking

BACKGROUND

This configuration enables definition of Reasons for blocking of
sales order. These reasons can be used to block sales
document creation for customer.

Instructions

Sales Documents Define and Assign Reasons for Blocking

1. Click

Following pop-up is displayed

Click on Define blocking reasons and click

Click on for maintaining new ones. and then click


Language Language key for description

Order block 2 character key for order block

Description Description in language defined

Next click on

Click on and click

Click on for maintaining new ones. and then click


Order block reasons are defined and assigned to sales
document types.

5 Maintain Copy Control for Sales Documents

BACKGROUND

This configuration enables copy between sales documents at
order level and various controls for document flow of the same.
In this configuration copy control is maintained for following
options

Sales document to Sales document

Billing document to Sales document

The controls specify how and what data needs to be copied on
to the target sales document from the source.

Instructions

Maintain Copy Control for Sales Documents

1. Click

Following pop-up is displayed.

2. Click on and click


Target This is the Sales document type, which would be
created.

Source This is the Sales document type used, as reference
from which new sales document type would be created.

For existing sales document types provided in system copy
control is maintained. Let us study configuration of Target OR
and source QT.

3. Select entry and click on


DataT Routine no is assigned here for Data
transfer of Sales Document General
Header data. Routine contains an ABAP
code. Standard used is 051

transfer of Sales Document Business
Header data. Routine contains an ABAP

transfer of Partner Header data.
Routine contains an ABAP code.
Standard used is 001

Copying
requirements
Routine is to check if some specified
requirements are met while copying.

Copy Item number Indicates whether system copies item
no from source to target document.
Complete reference Indicates whether system copies source
document completely.

4. Click on on Left hand side to maintain copying
information for item data


Select AGN and click on


Fields to be maintained as below

transfer of Sales Document General
item data. Routine contains an ABAP

transfer of Sales Document Business
Item data. Routine contains an ABAP

transfer of Partner item data. Routine
contains an ABAP code. Standard used
is 002

FPLA Routine is to check if conditions data is
copied in case of billing plan. Standard
used is 251
Copying
requirements

Copy Schedule Lines Check mark indicates if schedule lines
at item level are to be copied

Update document
flow
Indicator for updating document flow in
table and for display

Do not copy batch Indicator if batch data has to be copied

Configuration Whether configuration of item has to be
copied

Reexplode structure Used in Bill of material cases

Pos/neg qty Indicates whether qty of value in target
document has positive, negative or no
effect in quantity update of source
document when referencing. Eg. In
Quotations it has a positive effect.

Copy Quantity Quantity that needs to be copied to
target document

Pricing type Specifies how system treats pricing
data when copying. Many combinations
are provided by system
Eg. A Copy price components and
redetermine scales.

Click on

5. Click on and following screen is displayed

Select entry BP and click . Following screen is displayed

This is for reference of Schedule lines


transfer of Schedule line date. Routine
contains an ABAP code. Standard used
is 201

Copying
requirements

Click on

Similar configuration is to be carried out for

Difference here is that Source is Billing Document.


Copy Control is setup for sales document processing.

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