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1.

ENTERPRISE STRUCTURE
Company Code: - It is the company for which we implement SAP.
NOTE: - It is defined by FI Consultants.
Sales Organisation: - It is the organizational unit, which is
responsible for the sales activities in the company.
Distribtion C!annel: - It is the channel through which goods are
reaching the customers.
Di"isions: - he range of products or services that the company
manufacturing falls into different divisions.
Sales #rea: - It is the combination of sales !rganisation,
distribution channel and "ivision.
Sales $ine: - It is the combination of Sales !rganisation and
distribution channel.
Sales O%%i&e: - It is the #eographical aspect of the structure.
Sales 'rop: - he employees in a sales office can be divided into
different sales groups.
Plant: - he factory is called the plant in SAP.
RE$#TIONS(IPS:
Company &ode to Sales Organisation: - !ne company code can
have many sales organizations. $ut one !rganisation has to be
assigned to one company code. So the relation is one to many.
!ne  %any
Sales Organisation to Distribtion &!annel: - !ne !rganisation
can have many distribution channels. !ne "istribution channel
can be assigned to many organizations, so the relation is %any to
%any.
Sales Organisation to Di"ision: - !ne !rganisation can have
many divisions. !ne division can be assigned to many
organizations. So the relationship is %any to %any.
Distribtion &!annel to Di"ision: - !ne "istribution channel can
have many divisions. !ne division can be assigned to many
"istribution channels. So the relationship is %any to %any.
NOTE: - "ivision is always !rganisation specific.
NOTE: - If sales !rganisation wants to use a plant that plant must
be
assigned to the Sales !rganisation.
Pat! in S#P $ibrary: -
SAP &ibrary
&ogistics
%any  %any
%any  %any
%any  %any
Sales and "istribution
$asic Function and %aster "ata in Sales and "istribution
%aster data in Sales and "istribution
!rganisational Structures
!rganisational Structures in Sales and "istribution
De%ining Sales Organisation: -
SP'!
(nterprise Structure
"efinition
Sales and "istribution
"efine Copy, "elete, Chec) Sales organization *(C+,-
#o to "efine Copy, "elete, Chec) Sales organization,
#o to Copy !rganisational !b.ect,
Come bac)
"efine Sales !rganisation
Select defined sales !rganisation and go to details.
Select the Address icon / maintain the details and save it.
NOTE: - o unloc) the loc)ed data use the ransaction code
S%01.
Rebate Pro&ess #&ti"e: - It controls whether rebate processing is
active for a particular sales !rganisation.
De%ining Distribtion C!annel: -
SP'!
(nterprise Structure
"efinition
Sales and "istribution
"efine Copy, "elete, Chec) "istribution Channel *(C+2-
#o to "efine Copy, "elete, Chec) "istribution Channel
#o to Copy !rganisational !b.ect,
Come bac)
#o to "efine "istribution Channel
Select defined sales !rganisation and give the re3uired name and
save it.
De%ining Di"ision: -
SP'!
(nterprise Structure
"efinition
Sales and "istribution
"efine Copy, "elete, Chec) "ivision *(C+4-
#o to "efine Copy, "elete, Chec) "ivision
#o to Copy !rganisational !b.ect,
Come bac)
#o to "efine "ivision
Select defined division and give the re3uired name and save it.
De%ining Sales O%%i&e: -
SP'!
(nterprise Structure
"efinition
Sales and "istribution
%aintain Sales !ffice
#o to 5ew entries and define the sales office
#o to Address Icon and maintain the details and save it.
De%ining Sales 'rop: -
SP'!
(nterprise Structure
"efinition
Sales and "istribution
%aintain Sales #roup
#o to 5ew entries and define the Sales #roup
#o to Address Icon and maintain the details and save it.
De%ining a Plant: -
SP'!
(nterprise Structure
"efinition
&ogistics #eneral
"efine, Copy, "elete, Chec) Plant *(C+1-
#o to copy organisational ob.ect
Come bac)
#o to "efine Plant
Select the defined Plant and go to details Address and %aintain
"etails and (dit details and save it.
De%ining Company Code: -
SP'!
(nterprise Structure
"efinition
Financial Accounting
(dit Copy, "elete, Chec) Company code *(C+0-
#o to "efine Company and save it.
#ssigning Sales Organisation to t!e Company Code: -
SP'!
(nterprise Structure
Assignment
Sales and "istribution
Assign Sales !rganisation to Company Code *!678-
Select the Company Code and go to assign from the list of sales
!rganisations and select re3uired Sales !rganisations and assign
and save it.
#ssigning Distribtion C!annels to Sales Organisations: -
SP'!
(nterprise Structure
Assignment
Sales and "istribution
Assign "istribution Channels to Sales !rganisation *!679-
Select the Sales !rganisation and go to assign from the list of the
"istribution Channels and select re3uired "istribution Channels
and assign and save it.
#ssigning Di"ision to Sales Organisations: -
SP'!
(nterprise Structure
Assignment
Sales and "istribution
Assign "ivision to Sales !rganisation *!67A-
Select the Sales !rganisation and go to assign from the list of the
"ivisions and select re3uired "ivisions and assign and save it.
De%ining Sales area: -
SP'!
(nterprise Structure
Assignment
Sales and "istribution
Setup Sales area *!67#-
Select the Sales !rganisation and assign "istribution channels
Select the distribution channel and assign the divisions and save it.
#ssigning Sales O%%i&e to Sales area: -
SP'!
(nterprise Structure
Assignment
Sales and "istribution
Assign Sales !ffice to Sales are *!67%-
Select the re3uired Sales Area and assign the Sales !ffice.
#ssigning t!e Plant to t!e Company Code: -
SP'!
(nterprise Structure
Assignment
&ogistics #eneral
Assign Plant to Company code *!70:-
Select the Company code and assign the re3uired Plants.
#ssigning t!e Plant to Sales Organisation: -
SP'!
(nterprise Structure
Assignment
Sales and "istribution
Assign Sales !rganisation ; "istribution Channel ; Plant
*!674-
Select the re3uired sales line and assign the re3uired Plants.
). *#STER D#T# +*D,
%aster "ata is divided into<
 Customer %aster "ata
 %aterial %aster "ata
 Conditions %aster "ata
 Customer %aterial Information 'ecord
0. Cstomer *aster Data: -
&ogistics
Sales and "istribution
%aster "ata
$usiness Partner
Customer
Create
7"+0 ; Complete
Change
7"+1 ; Change
"isplay
7"+8 ; "isplay
he Customer %aster "ata contains 8 screens<
a. #eneral "ata
b. Company Code "ata
c. Sales Area "ata
(ach screen contains different tab pages= each tab page contains
different fields.
a. 'eneral Data s&reen: -
*ar-eting Tab Page: -
Cstomer Classi%i&ation: - Specifies a classification of the
customer for
E.: - classifies the customer as a bul) buyer or it can be based on
turnover.
De%ining Cstomer Classi%i&ation: -
SP'!
Sales and "istribution
%aster data
$usiness Partner
Customers
%ar)eting
"efine Customer Classifications
#o to new entries and define and save it.
Unloading Points Tab page: -
Unloading Point: - Specifies the point at which the material is to
be unloaded.
'oods Re&ei"ing (ors: - Specifies the timings in which the
customer can receive the goods.
De%ining 'oods Re&ei"ing (ors: -
SP'!
Sales and "istribution
$usiness Partner
Customers
Shipping
"efine #oods 'eceiving >ours *!6SC-
#o to new entries and define and save it.
Conta&t persons tab page: - (nter the contact persons of the
customer.
a. Company Code Data S&reen: -
#&&ont *anagement tab page: -
Re&on&iliation #&&ont: - he 'econciliation account in #eneral
&edger accounting is the account, which is, updated parallel to the
sub ledger account for normal postings.
Payment Transa&tions tab page: -
Terms o% Payment: - Specifies the )ey for defining payment terms
composed of cash discount percentages and payment periods.
De%ining terms o% payment: -
SP'!
Sales and "istribution
%aster "ata
$usiness Partners
Customers
$illing "ocuments
"efine terms of payment
#o to new entries and define and save it.
Payment (istory Re&ord: - If we chec) this field the payment
history of the customer will be recorded in his credit management.
o change the customer details go to ?d+1 and change the values
and save it.
b. Sales #rea Data S&reen: -
Sales Tab Page: -
Sales Distri&t: - Specifies in which district the customer is there.
$efore specifying the sales district we should define the sales
district.
De%ining Sales Distri&t: -
SP'!
Sales and "istribution
%aster "ata
$usiness Partners
Customers
Sales
"efine sales district *!6'+-
#o to new entries and define and save it.
Cstomer 'rop< @ Identifies a particular group of customers Afor
E.: -wholesale or 'etailB for the purpose of pricing or generating
statistics.
De%ining Cstomer 'rop< @
SP'!
Sales and "istribution
%aster "ata
$usiness Partners
Customers
Sales
"efine customer groups *!6SC-
#o to new entries and define and save it.
Cstomer Pri&ing Pro&edre: - his field along with few other
fields determines the pricing procedure that is given to a customer.
*0-
S!ipping Tab Page: -
S!ipping Conditions: - his field along with few other fields
determines the shipping point that is proposed by the system.
De%ining S!ipping Conditions: -
SP'!
&ogistics (?ecution
Shipping
$asic shipping functions
Shipping point and goods receiving point determination
scheduling
"efine shipping conditions
#o to new entries and define and save it.
Deli"ering Plant: - Specifies the plant from which the goods
should be delivered to the customer.
Order Combination: - If we want to combine multiple orders for
the customer to create a single delivery we need to chec) this field.
Partial deli"ery per Item: - Specifies whether the customer
re3uires full or partial delivery for the item.
%a?imum partial delivery is C.
/illing Do&ments Tab Page: -
Rebates: - If the customer wants to receive the rebates chec) this
field.
If we chec) this field the customer can get rebates from the
company.
In&oterms: - Incoterms specifies certain internationally recognised
procedures that the shipper and the receiving party must follow for
the shipping transaction to be successfully completed.
#&&ont #ssignment 'rop: - his field along with few other
fields determines the #eneral &edger Account to which the sales
values are to be posted.
Ta. &lassi%i&ation: - Specifies whether the customer is liable for
ta? or not.
Partner 0n&tions Tab Page: -
Sold-to-Party +SP,: - he customer who is placing order with the
company.
S!ip-to-Party +S(,: - he customer who is receiving the goods.
/ill-to-Party +/P,: - he customer on whom the bill is raised.
Payer +P1,: - he customer who pays the bill.
Creating t!e Cstomer: -
&ogistics
Sales and "istribution
%aster "ata
$usiness Partner
Customer
Create
7"+0
Change
7"+1
"isplay
7"+8
(nter the Account #roup *>ere specify whether the customer is a
SP, S>, $P or PD-
(nter the Account #roup
(nter the Company Code
(nter the Sales Area
NOTE: - If we get the error sales area is not defined for the
customers.
SP'!
Sales and "istribution
%aster data
"efine common distribution channels *6!'0-
And also go to
"efine common divisions *6!'1-
De%ining #&&ont 'rops: -
SP'!
Financial Accounting
Accounts 'eceivable and Accounts payable
Customer Accounts
%aster "ata E 'ecords
Preparations for creating customer master data E record
"efine account groups with screen layout AcustomerB
+++0  Sold@to@party
+++1  Ship@to@party
+++8  $ill@to@party
+++,  Payer
If the definition of the account group we can control the field
status. Fe can ma)e fields mandatory or optional or suppress or
display mode.
De%ining t!e nmber ranges %or #&&ont 'rops: -
SP'!
Financial Accounting
Accounts 'eceivable and Accounts payable
Customer Accounts
%aster "ata E 'ecords
Preparations for creating customer master data E record
Create number ranges for customer accounts *7"50-
#o to change intervals
Select the button insert interval and define a number range.
NOTE: - If we chec) the field e?ternal for a number range it
becomes an e?ternal assignment. !therwise it becomes internal
assignment.
#ssigning t!e nmber ranges %or Cstomer #&&ont 'rops: -
SP'!
Financial Accounting
Accounts 'eceivable and Accounts payable
Customer Accounts
%aster "ata E 'ecords
Preparations for creating customer master data E record
Assign number ranges for customer account groups.
Assign the re3uired number range to the account group.
Partner determination pro&edre: -
SP'!
Sales and "istribution
$asic Functions
Partner determination
Setup partner determination
Select setup partner determination for customer master
Step 1: -
De%ining t!e Partner 0n&tions: - >ere we must not define any
partner function.
#o to partner functions.
Fhile defining the partner functions if we chec) the field
GHni3ueI that partner faction has to be uni3ue in the customer
master i.e. we cannot have multiple partners of that function in a
customer master.
Step ): -
#ssigning t!e partner %n&tions to t!e #&&ont grop: -
#o to account groupJs function assignment.
#o to new entries and assign the re3uired partner functions to the
re3uired account group and save it.
Step 2: -
De%ining t!e partner determination pro&edre: -
#o to partner determination procedures
#o to new entries and define and save it
NOTE: - Procedure contains all the re3uired partner functions.
Step 3: -
Pla&ing t!e re4ired partner %n&tions in t!e pro&edre: -
select the defined procedure and go to partner functions in
procedure.
#o to new entries and place the partner functions
If we chec) the field G5ot %odifiableI for a partner function it
cannot change in the customer master.
If we chec) the field G%andatory FunctionI it becomes a
mandatory in the customer master and save it.
Step 5: -
#ssigning t!e pro&edre to t!e #&&ont 'rop: - #o to partner
determination procedure assignment. Assign the procedure to the
account group and save it.
1. *aterial *aster Data: -
&ogistics
Sales and "istribution
%aster "ata
Products
%aterial
!ther %aterial
Create
%%+0
Change
%%+1
"isplay
%%+8
%aterial master contains different views.
(nter the material number
(nter the industry sector
(nter the material type
#o to select views
Select the following views<
$asic "ata 0
$asic "ata 1
Sales !rganisation "ata 0
Sales !rganisation "ata 1
Sales #eneral and plant data
Sales te?t
%'P 0
Accounting 0 and select organisational levels
(nter the plant
(nter the sales !rganisation then distribution channel
/asi& Data 1: -
/ase nit o% measre: - Specifies the unit of measure in which
stoc)s of the material are managed.
*aterial 'rop: - 9ey that we use to group together several
materials or services with the same attributes.
De%ining *aterial 'rop: -
SP'!
&ogistics #eneral
%aterial %aster
Setting for )ey fields
"efine %aterial groups *!%SF-
Di"ision: - Specifies in which division the material falls.
'ross 6eig!t and Net 6eig!t: - Specify the weight of the
material.
6eig!t Unit: - Specifies the weight unit.
Sales Organisation Data 1: -
/ase Unit o% *easre: -
Sales Unit: - >ere enter the unit of measure in which the material
sold. Fe need to enter a value in this field if the sales unit differs
from base unit of measure.
Note: - If the sales unit differs from the base unit we can maintain
the conversion factors. o see that information go to additional
data.
Deli"ering Plant: - Specifies the plant from which the material is
delivered to the customer.
Cas! Dis&ont: - If we chec) this field we can give cash discounts
for this material.
Ta. &lassi%i&ation: - Specifies whether the material is liable for ta?
or not.
Note: - o leave the ta? both the customer and the material must be
liable for ta?.
*inimm Order 4antity: - Specifies the minimum 3uantity in
the base unit of measure that a customer may order for base
material.
*inimm Deli"ery 4antity: - Specifies the minimum 3uantity
that can be delivered to the customer.
Ronding Pro%ile: - 9ey that the system uses to ad.ust the order
proposal 3uantity to the deliverable units.
Sales Organisation Data ): -
#&&ont assignment 'rop: - his field along with other fields
determines the #eneral &edger Accounts to which different sales
values are to be posted.
Item Category 'rop: - It determines the nature of the material
we are defining.
E.: -
5!'%  Standard Item
&(IS  Service or "elivery
$A5S  hird party Item
('&AE&H%F  $!% Item
6('P  Pac)aging
Sales general 7 plant: -
#"ailability &!e&-: - Specifies whether and how the system
chec)s the availability of the material and generating the
re3uirement for the materials planning.
/at&! *anagement: - Specifies whether the material is managed
in $atches.
Transportation 'rop: - #rouping of the materials that share the
same transportation re3uirement
De%ining Transportation 'rop: -
SP'!
&ogistics (?ecution
Shipping
$asic shipping functions
'outes
'oute determination
"efine transportation #roup
$oading 'rop: - #rouping of the materials that share the same
loading re3uirement.
De%ining $oading 'rop: -
SP'!
&ogistics (?ecution
Shipping
$asic Shipping Functions
Shipping point and #oods 'eceiving point determination
scheduling
"efine loading #roup
*RP: - %aterial 'e3uirement Planning
*RP 1: -
*RP Type: - Specifies how the re3uirement of the material can be
planned.
#&&onting 1: -
8alation Class: -
Note: - $efore creating the material master we should activate
company code for material master.
*aintain Company &odes %or *aterial *anagement: -
SP'!
&ogistics #eneral
%aterial %aster
$asic settings
%aintain company codes for material management *!%SD-
De%ine Storage $o&ation: -
SP'!
(nterprise Structure
"efinition
%aterials %anagement
%aintain storage location *!7+C-
(nter the plant number
#o to 5ew entries
E.tending t!e Organisational "ie9s %or t!e *aterial *aster: -
%%+0@Create.
(nter the material, which you have already created.
Copy from material K material
Select the organisational views
Select the organisational levels
In the copy from fields enters the values in which the material has
been already created.
In the fields on the left side of the screen enter the values to which
we would li)e e?tend the material.
8. Cstomer *aterial In%ormation Re&ord: - Fe need to
maintain this record then the customers are having their own
names for the material rather the original names.
Note: - Fe need to enter the customer material number in the sales
order on
the G!rdering PartyI tab page, when we enter the customer
material number in the sales order the system will
automatically ta)e the original material number.
Creating Cstomer *aterial In%ormation Re&ord: -
&ogistics
Sales and "istribution
%aster "ata
'ebate Arrangements
Customer %aterial Information
6"20 ; Create.
*aterial Nmber: - In this field enter the original name of the
material
Cstomer *aterial: - >ere enter the material number by which
the customer places order.
Creating Sales Order: -
&ogistics
Sales and "istribution
Sales
!rder
6A+0 ; Create
(nter the order type :OR; / (nter the sales area.
Note: - o maintain the currency conversion rates use the
transaction code
!C,0.
,. Conditions *aster Data: -
Condition Elements: -
a. Price
b. "iscount or Surcharge
c. a?
d. Freight
E.: - %or Condition Types: -
P'++ Price
9++, %aterial "iscount
9++L Customer "iscount
9++2 Customer %aterial "iscount
9F++  Freight
%aintaining the values for these condition types is called condition
records.
%aintaining the condition records for condition types is conditions
master data.
*aintaining Condition Re&ords: -
&ogistics
Sales and "istribution
%aster "ata
Conditions
Selecting using condition type
6900 ; create
(nter the condition type for which you are maintaining conditions
'ecord.
Select the re3uired )ey combination
In the material field enter the material for which we are
maintaining the conditions record.
(nter the amount the system will automatically ta)e currency and
the calculation type.
8alid on and "alid to: - he condition record is valid for those
orders, which comes from the customer in the specified validity
period.
S&ales: - If we want to reduce or increase the amount as the
3uantity is increase select the condition record and go to scales.
Note: - "onJt enter any value in the first line.
Setting pper limit and lo9er limit: - Select the condition record
and go to details.
Note: - he price information in the sales order can be seen on the
conditions tab page.
2. S#$ES DOCU*ENT PROCESSIN' +SDP,
Str&tre o% t!e Sales Do&ment:
(eader Data: - he general data that is valid for the entire
document is recorded in the document header. For E.: - Sold@to@
party, Ship to party, "ocument dateM.
Item Data: - he data in the document header applies to all items
in the document but same data applies only two specific items.
his data is stored at item level.
E.: - %aterial number, order 3uantity, ship to party, pricing, plant
and
storage location.
S&!edling $ine Data: - It gives the information about the
delivery dates and the corresponding conformed 3uantities.
Note: - An item can have multiple schedule lines.
o see the header data in the sales document. Select the Icon
G"isplay "ocument >eader "etailsI or select G#o to >eader and
select any tab pageI.
o see the Item data select G#o to Item and select any tab pageI or
double clic) on the item.
Note: - o Change the Ship to party at the item level select the
partner
tab page and change it.
o see the schedule line data go to item data and select the tab page
schedule lines.

Creating t!e Sales Do&ments 9it! Re%eren&e:
Creating <otation: -
&ogistics
Sales and "istribution
Sales
Nuotation
6A10 ; Create
Creating Order 9it! re%eren&e to <otation: -
&ogistics
Sales and "istribution
Sales
!rder
6A+0 ; Create
(nter the order type G!'I and the sales area.
Select the button Create with 'eference.
Specify the 3uotation number and say copy.
Do&ment 0lo9: - Fhen we create the documents with reference
to some preceding documents it forms a document flow. In this
flow if we )now one document number with the help of
G"ocument FlowI. Fe can )now the remaining document
numbers.
Note: - o See the remaining document numbers, go to the any
sales
document in the flow and select the icon G"isplay document flowI.
Note: - If we get the error the order type is not defined for sales
area.
SP'!
Sales and "istribution
Sales
Sales documents
Sales documents header
Assign sales area to sales document types
Sales Do&ment Types: -
SP'!
Sales and "istribution
Sales
Sales "ocument
Sales "ocument >eader
"efine Sales "ocument type *6!6:-
E.: -
I5  In3uiry
N  Nuotation
!'  !rder
'(  'eturns sales documents
CS  Cash Sale
'!  'ush !rder
"S  Scheduling Agreement
0n&tionality o% t!e sales do&ment type: -
Sales Do&ment Category: - ItJs a classification for the different
types of documents that we can process in the sales and
distribution system
E.: -
A  In3uiry
$  Nuotation
C  !rder
Sales Do&ment /lo&-: - "etermines whether the sales document
is bloc)ed for use. If we bloc) a sales document type users cannot
create new sales documents of this type.
Nmber range internal assignment and Nmber range e.ternal
assignment: - 5umber that determines how the documents are to
the numbered by the system. It indicates which number range is
relevant for document type.
Creating Nmber ranges %or sales Do&ments: -
SP'!
Sales and "istribution
Sales
Sales "ocuments
Sales "ocument header
"efine number ranges for sales documents *65+0-
Item Nmber In&rement: - Specifies the increment by which you
want the item numbers in the sales document to increase when the
system automatically generates the item number.
Sb Item In&rement: - his is for sub items.
Re%eren&e *andatory: - Indicates whether a reference document
is mandatory when we create a sales document. If so the indicator
also specifies which type of reference document we should use.
Item Di"ision: - If we chec) this field the division at the item level
is proposed from the material master record of the item otherwise
the division we enter in the sales document header also counts for
all the items.
C!e&- Di"ision: - Controls how the system reacts during the sales
order processing when the division at the item level differs from
the division in the document header.
Read In%o Re&ord: - "etermines whether the system read the
customer material information record for the sales document type.
C!e&- Credit $imit: - Specifies whether the system runs credit
chec)s and how it response to the chec) during the sales order
processing.
C!e&- pr&!ase order nmber: - Specifies whether the system
should chec) if the purchase order number entered is already
e?isting for other sales document.
S&reen Se4en&e 'rop: - Controls which screen we see during a
particular transaction and in which se3uence they appear.
Transa&tion 'rop: - ItJs a grouping that allows you to control
certain characteristics of a transaction according to sales document
type.
Do&ment Pri&ing Pro&edre: - his field along with few other
fields determines the pricing procedure that is proposed by the
system.
Display Range: - Specifies whether the system displays only main
items or sub items or all the items in the sales document.
0 &ode %or o"er "ie9 s&reen: - "etermines which overview screen
we reach during the sales order processing after we enter the data
in the initial sales document screen.
<otation *essages: - Set an indicator here if you want to receive
a message informing you that open 3uotations e?ist when we
create a sales document. "epending on the indicator we select the
system searches for open 3uotations in the sales document either at
the header level for the customer or item level for the material.
Otline agreement messages: - his is for agreements.
In&omplete *essages: - Specifies whether an incomplete
document can be saved. If we chec) this field we cannot save the
incomplete document until we enter the missing data.
Deli"ery type: - specifies the corresponding delivery document
type for the sales document.
E.: - &F  !utbound delivery with reference to order.
Deli"ery /lo&-: - Indicates it the entire sales document is bloc)ed
for delivery.
S!ipping Conditions: - If we specify the shipping condition here
the value from the customer master record is over return by this
value.
/I$$IN': -
Deli"ery related billing type and order related /illing type: -
Specifies the corresponding billing document types.
E.: - F1  Invoice
/illing /lo&-: - Indicates whether the item is bloc)ed for billing or
not.
Propose Deli"ery Date: - If we chec) this field the system
automatically proposes the current date as the delivery date.
$ead-time in days: - Specifies the number of days after the
current date that the sales document uses for the proposal of the
re3uested delivery date.
Propose P O Date: - If we chec) this field the system
automatically proposes the current date as the purchase order date.
Contra&t Data allo9ed: - his field controls whether we can enter
the contract data for the sales document type.
Item Categories: -
AF5  In3uiry
A#5  Nuotation Standard Item
A5  Sales !rder
AF55  I5
A#55  N Free of charge Item
A55  !'
AS  hird Party Item
De%ining Item Categories: -
SP'!
Sales and "istribution
Sales
Sales "ocuments
Sales "ocument item
"efine item categories
0n&tionality o% t!e Item Categories: -
/illing Rele"an&e: - Specifies the reference document to create
the billing document.
Pri&ing: - Specifies whether an item is relevant for pricing or not
/siness item: - If we chec) this field during the sales order
processing the business data that we enter an item is allowed to
differ from the business data in the header.
S&!edle $ine allo9ed: - Indicates whether we can create
schedule lines for the item.
Item rele"ant %or deli"ery: - Indicates whether a te?t item is
relevant for delivery processing.
Note: - Fe need to chec) this field in the item category GA7I.
Fhich is
for te?t items.
Retrns: - If we chec) this field it becomes a returns item.
Note: - Fe need to chec) this field in the item category G'(5I.
Fhich is
for returns.
6eig!t 7 8olme Rele"ant: - Indicator that controls whether the
system calculates weight and volume for the item in the sales
document.
Credit #&ti"e: - Indicates whether the credit management
functions are active for the document items.
Determine Cost: - Indicates whether the system determines the
cost of a sales document item during pricing.
Note: - he cost condition type is G6P'SI.
#tomati& /at&! Determination: - If we want to use automatic
batch determination for materials handled in the batch active this
field.
Ronding Permitted: - Indicates whether rounding is permitted or
not.
Note: - "epending on the rounding profile specified in the material
master the order 3uantity can be rounded in the sales order.
Order <antity = 1: - If we chec) this field the order 3uantity for
each line item is limited to one.
Item Category Determination: -
SP'!
Sales and "istribution
Sales
Sales "ocuments
Sales "ocument Item
Assign Item Categories
Fe have to assign the item category to the combination of
Sales "ocument type
Item category group
Hsage
>igher lever item category
S&!edle line &ategories: -
De%ining S&!edle line &ategories: -
SP'!
Sales and "istribution
Sales
Sales "ocuments
Schedule &ines
"efine schedule line categories *6!64-
CS  hird party item
A  In3uiry schedule line
CP, C6, C5  Sales order schedule lines
$5  Nuotation
0n&tionality o% a S&!edle $ine Category: -

*o"ement type: - Specifies the physical or logical movement of
materials leading to a change in the stoc) levels or resulting in the
consumption of the material.
4+0  #oods Issue "elivery
4+1  'eturns
240  Posting the stoc) in the plant
8+0  Plant to plant stoc) transfer
8+1  'eturn of the stoc) transfer
Item rele"ant %or Deli"ery: - Indicates whether the item that is
related to a schedule line is relevant for delivery or not.
Order type: - Specifies the order type GN/I purchase re3uisition.
Note: - Fe need to specify, G5$I in this field for the schedule line
category GCSI which is used for third party item.
Re4irement7#ssembly: - If we chec) this field the transfer of
re3uirements will ta)e place into the inventory management for a
better planning of material re3uirement.
#"ailability: - Specifies whether the system should chec) the
availability of the material.
S&!edle line &ategory determination: -
SP'!
Sales and "istribution
Sales
Sales "ocuments
Schedule &ines
Assign schedule line categories
Fe need to assign the schedule line category to the
combination of Item category and %'P ype.
Item category group  5!'%
Sales "ocument
I5
AF5
O%'P ype
A Item 'elevant "elivery
N
A#5
O%'P ype
$5 Item 'elevant "elivery
!'
A5
O%'P ype
CP Item 'elevant "elivery
3. PRICIN' +P',
his concept is based on condition techni3ue.
ItJs the combination of<
0B Condition ables
1B Access Se3uence
8B Condition ypes
,B Pricing Procedure
1. Condition Tables: - Condition table contain the )ey fields for
maintaining condition records. I.e. in other words condition
records are stored in condition table.
Note: - A condition type can have multiple condition tables.
Note: - A condition table can be used for multiple condition types.
De%ining &ondition tables: -
SP'!
Sales and "istribution
$asic functions
Pricing
Pricing control
"efine condition tables *6E+8-
Create condition tables
(nter a table number beyond 4++
From the field catalogue, which is there on the right side of the
screen select the re3uired )ey fields.
o get the valid on E valid to fields while maintaining the condition
records we need to chec) the field Gwith validity periodI.
#o to icon echnical 6iew
he fields which are mar)ed, as footer field appears at the footer
level at the condition records and the remaining fields appears at
the )ey level.
Select the Icon #enerate for generating the condition table.
o save the condition table, select the button &ocal ob.ect.
). #&&ess Se4en&e: - Access se3uence is a search strategy
with the help of which the system gets the valid condition records.
It contains the re3uired condition tables in the re3uired order.
Note: - If re3uired an access se3uence can be used or assigned to
multiple
Condition types.
Note: - he order in which the condition table are placed in access
se3uence
is important generally it is most specific to most generic
De%ining #&&ess Se4en&e: -
SP'!
Sales and distribution
$asic functions
Pricing
Pricing control
"efine access se3uences
%aintain access se3uences
#o to new entries and define the access se3uence.
Select the defined access se3uence and go to accesses.
#o to new entries and place the condition tables in the re3uired
order
Fhile placing the condition tables chec) the field Ge?clusiveI. $y
doing so if the system finds a valid condition record in the first
condition table it will not go to the ne?t condition table
Select the condition table and go to fields the system gives the
warning message Gthe field assignment has not yet been madeI say
enter till we get the fields.
'epeat the same step for all the condition tables and save it.
Note: - After defining the access se3uence assign it to the
corresponding condition type.
2. Condition Types: -
De%ining &ondition types: -
SP'!
Sales and "istribution
$asic functions
Pricing
Pricing control
"efine condition types.
%aintain condition types.
0n&tionality o% a &ondition type: -
#&&ess Se4en&e: - In this field specify the corresponding access
se3uence for the condition type.
Condition &lass: - It is the preliminary structuring of condition
types.
E.: - Surcharges or discounts and price
Pls7*ins: - If we specify negative here a condition type
becomes discount and if we specify positive it becomes surcharge.
Cal&lation type: - "etermines how the system calculates price
discounts and surcharges in a condition type.
For E.: - the system can calculate a price as a fi?ed amount or as a
percentage based on the 3uantity, weight, or volume.
Condition Category: - ItJs a classification of conditions according
to pre@defined categories.
Ronding Rle: - he rule that determines how the system rounds
of condition values during pricing.
*anal Entries: - Indicator which controls the priority with in a
condition type between a condition enter manually and a condition
automatically determined by the system.
#mont 7 Per&ent: - If we chec) this field the amount E percentage
of a condition type can be change during the document processing.
<antity Relation: - Specifies whether the conversion factors for
the units of measure in the condition type can be change during
document processing.
Delete: - If we chec) this field the condition type can be deleted
during the sales document processing.
8ale: - If we chec) this field the condition value can be changed
during the document processing.
Cal&lation type: - If we chec) this field the calculation type can
be change during the document processing.
Item &ondition: - If we chec) this field for a condition types it
becomes item condition, which has to be enter at the item level
only.
(eader &ondition: - If we chec) this field for a condition type it
becomes header condition, which has to be entered at the header
level only
E.: - '$++ A"iscountB.
Note: - After entering the header condition type clic) on the button
activate.
Note: - he condition amount of the header condition is copied as
it is to all the line items in the document
'rop &ondition: - If we chec) a header condition as a group
condition the condition amount is distributed proportionately
among all the line items in the sales document.
8alid %rom > "alid to: - specifies the beginning and ending of the
validity date that the system automatically proposes when we
create condition records for the condition types.
S&ale /asis: - "etermines how the system interprets a pricing scale
in a condition, for E.: - the scale can be based on 3uantity weight
and volume.
C!e&- "ale: - Indicates whether the sale rates must be entered in
ascending or descending order.
Note: - >eader condition wonJt be having access se3uence.
3. Pri&ing Pro&edre: - Pricing procedure contains all the re3uired
condition types in the re3uired order.
De%ining Pri&ing Pro&edre: -
SP'!
Sales and "istribution
$asic functions
Pricing
Pricing control
"efine and assign pricing procedures.
%aintain pricing procedures
#o to new entries and define the pricing procedure.
Select the defined pricing procedure and go to control data
#o to new entries and place the re3uired condition type in a
specified order.
Step: - Specifies the number that determines the se3uence of a
condition type with in a procedure.
Conter: - Specifies the se3uence number of a condition type with
in a step in the procedure.
Condition type: - Specify the condition type.
0rom > To: - If you specify the reference steps in these fields, the
condition values of the two steps specified and the condition values
of the steps in between are totaled.
*anal: - If we chec) this field the condition type is only
included in determination either if they are entered manually or if
they are transferred from an e?ternal process such as costing.
*andatory: - Indicates whether a condition type is mandatory
when the system carries out pricing using the pricing procedure.
Statisti&al: - his indicator causes a condition type to be set in the
document statistically only.
Print ID: - Controls the issue of condition lines when printing the
documents such as order conformations or invoices. *7-
Sb Total: - Controls whether and in which fields the condition
amounts or subtotals are stored.
Re4irement: - For the condition type to be e?ecuted in the sales
document the re3uirement specified here must be satisfied. *1-
#lternati"e &al&lation type: - Specifies the alternative formula
to the calculation type in the standard system that determines a
condition.
#lternati"e &ondition base "ale: - Specifies the formula for
determining the condition basis as an alternative to the standard.
#&&ont -ey: - his field along with few other fields enables the
system to post the sales values to different #eneral &edger
Accounts.
E.: -
('&  Sales 'evenues
('S  Sales "eductions
('F  Freight 'evenue
#&&rals: - his is e?clusively for rebate condition types. *$++0 /
$++1-
9ey, which identifies various types of #eneral &edger accounts for
accruals posting.
Note: - to maintain the re3uirements and routines use the
transaction code
*6!F%-
Pri&ing Pro&edre Determination: -
SP'!
Sales and "istribution
$asic Functions
Pricing
Pricing control
"efine and Assign Pricing Procedures.
"efine Pricing procedure determination *!699-
Fe have to assign the pricing procedure to the combination of
Sales !rganisation, "istribution Channel, "ivision, "ocument
Pricing Procedure and customer pricing procedure.
Sales
!rganisations
"istribution
Channels
"ivisions "oc.
Pricing
Procedure
Cus.
Pricing
Procedure
0+++ 0+ ++ A +0 / +1
1+++ 01 ++ A +0 / +1
P'+0 P'+1
P++, 9++,
P++L 9++2
0++E@ 0+2E@
@ 1E@ @ 0E@
@ 0Q @ 1Q
"etermination
0+++ 0+ ++  '6AA+0
0+++ 0+ ++  '6AA+0
he system ta)es the condition records by searching in the
following way.
Pri&ing pro&edre +R8##?1,:
'6AA+0 '6AA+1
Condition ype *P'++-
Access Se3uence *P'+1-
Condition ables
Customer %aterial
%aterial
6alid Condition 'ecord √ Χ
6alid Condition 'ecord Χ √
0. Condition ables
1. Access Se3uence
8. Condition ypes
,. Pricing Procedure
Condition E.&lsion: - If we specify the e?clusion for a condition
type, which is below to that main condition types, in which we
have given e?clusion and Gwith the same re3uirementI
Note: - Fe can set the e?clusion indicator either in the definition
of condition
type or in the condition records.
Condition Spplement: - Incorporating one condition type in
another condition type is called condition supplement.
For this select the condition record and go to condition supplement
and enter the condition type, which is used as supplement.
Note: - o enter a condition type as a supplement in another
condition type the following setting must be done.
he Pricing Procedure specified in the definition of main condition
type in which we are specifying the supplement must contain the
condition type, which is used as condition supplement.
Note: - condition supplements are not e?cluded.
5. 0ree 'oods Determination +0',
In&lsi"e: - #iving a free item of same material is called inclusive.
*aintaining &ondition re&ords %or in&lsi"e: -
&ogistics
Sales and "istribution
%aster data
Conditions
Free #oods
6$50 ; Create
(nter the discount type *5A++- ACustomerE%aterialB
*aterial: - enter the material, which we are giving free item.

*in 4antity: - (nter the minimum 3uantity for which the
customer how to place the order to get the free goods. *0+-
0rom: - he free goods 3uantity specifies the amount for which
free goods are granted in the sales documents. *0+-
Unit o% measre: - pc, )g, and cmM.
#re %ree goods: - specifies how many materials we are giving as
free *0-
Cal&lation rle: - specify pro rata basis
0ree 'oods: - specify *0- inclusive rebate with item generation
E.&lsi"e: - #iving a free item of different material is called
e?clusive.
*aintaining &ondition re&ords %or e.&lsi"e: -
&ogistics
Sales and "istribution
%aster data
Conditions
Free #oods
6$50 ; Create
(nter the discount type 5A++
Select the button e?clusive
(nter the material, min 3uantity, for, unit of measure, additional
free goods.
#dditional %ree goods: - specifies how many additional materials
we are giving as free.
Cal&lation Rle: - pro rata 0
#dditional material %ree good: - Specifies the other material,
which we are giving as free.
%@00, 0+, 0+, 0, pro rata, 1, m@0+ save.
Note: - In e?clusive we can also enter the same material as free
item.
Note: - inclusive ta)es 0+ as CO0 / (?clusive ta)es 0+ as 0+ O 0.
he free goods concept is based on condition techni3ue.
SP'!
Sales and "istribution
$asic Functions
Free #oods
Condition techni3ue for free goods
%aintain condition tables *6E51-
%aintain Access Se3uences
%aintain Condition ypes
%aintain Pricing Procedures
Activate Free #oods determination *6E54-
Fe need to assign the procedure to the combination of Sales
!rganisation, "istribution Channel, division, "ocument Pricing
Procedure, Customer Pricing Procedure.
/O* +/ills o% *aterial,
he item category group of a $!% item must be either G('&A
E&H%F.I
De%ining /O*: -
&ogistics
Sales and "istribution
%aster "ata
Products
$ills of %aterial
$ill of %aterial
%aterial $!%
CS+0 ; Create.
(nter the %aterial
(nter the Plant
$!% usage *2- Sales and "istribution
(nter the component / +.
In the component field enter the materials, which constitutes of the
main material and enter the corresponding 3uantity.
For the $!% to be e?ploded in the sales document the following
setting has to be done.
0B Fhen the item Category group is
G('&AI, the item category of the $!% item is GANI. In the
definition of GANI we need to ta)e the value GAI (?plodes single
level $!% in the field structure scope.
1B If the item Category group is
G&H%FI, the item category of the $!% item is GAPI. In the
definition of which the same above setting has to be done.
IB If the item category group
is G('&AI, it will bill the main item but not the components. For
this the following setting has to be done.
he item category of the $!% item is GANI, which is made
relevant for pricing and item category of the components is GA(I,
which is relevant for pricing.
IIB Item category group is
G&H%FI bills components but not the main item. For this the
following setting has to be done.
he item category of the main item is GAPI, which is not relevant
for pricing and item category of the components is GA5I, which
is relevant for pricing.
S / ", Sales, Assign item category group
Sales "oc
ype
Item #roup HSA >igher
&evel Item
Item
Category
!' ('&A @@@@ @@@@ AN
!' ('&A @@@@ AN A(
!' &H%F @@@@ @@@@ AP
!' &H%F @@@@ AP A5
I6  Inter Company Sales
*aterial $isting and E.&lsion
*aterial listing: - whatever the materials that are placed in listing
for a customer he can access those materials only.
*aintaining Re&ords %or listing: -
&ogistics
Sales and "istribution
Products
&isting E (?clusion
6$+0 ; Create
(nter the &isting type A++0and select the )ey combination.
(nter the customer and place the re3uired materials in listing and
save it.
*aterial E.&lsion: -
*aintaining Re&ords %or E.&lsion: -
&ogistics
Sales and "istribution
Products
&isting E (?clusion
6$+0 ; Create
(nter the e?clusion type $++0
Place the re3uired materials in e?clusion.
Note: - (?clusion is given preference over listing.
his concept is based on condition techni3ue.
SP'!
Sales and "istribution
$asic Functions
&isting E (?clusion
Sl.
5o.
&isting (?clusion
0 Customer E
%aterial
Customer E
%aterial
1 A ; 0 A ; 1
8 A++0 $++0
, A++1 $++1
Step 1: - %aintain condition tables for listing E (?clusion *!6+4-
Step ): - %aintain Access se3uences for listing E e?clusion
Step 2: - %aintain listing E e?clusion types.
Step 3: - Procedures for maintaining listing E e?clusion
Step 5: - Activate listing E e?clusion by sales document *!6+,-
*aterial Determination: - Substituting one product with other
product is called material determination.
*aintaining t!e re&ords %or *aterial Determination: -
SP'!
&ogistics
Sales and "istribution
%aster data
Products
%aterial "etermination
6$00 ; Create.
(nter the determination type *A++0- A%aterial (nteredB.
*aterial Entered: - >ere enter the original material which has to
be substituted.
*aterial: - (nter the material with which we want to substitute the
main material.
Reason %or Sbstittion: - specifies the reason why the system
automatically carried out material substitution.
o enter multiple materials as substitution select the icon
alternative materials.
his concept is based on condition techni3ue.
SP'!
Sales and "istribution
$asic Functions
%aterial "etermination
%aintain prere3uisites for material determination.
Create condition tables *!604-
%aintain access se3uences
"efine condition types
%aintain procedure
SP'!
Sales and "istribution
$asic Functions
%aterial "etermination
Assign procedures to sales document types *!60,-
De%ining t!e reason %or sbstittion: -
SP'!
Sales and "istribution
$asic Functions
%aterial "etermination
"efine substitution reasons *!6'N-
#o to new entries and define
Sbstittion reason: - Specify the substitution reason *+++0-
Des&ription: - Advertising campaign
Entry: - If we chec) this field the system prints the name or
number of the original material on the corresponding output.
6arning: - If we chec) this field the system displays a warning
message before substituting the material.
Strategy: - Controls whether the product selection should occur
automatically in the bac)ground or whether the alternative
materials should be offered for a selection in dialog bo?.
Ot &ome: - Controls whether the out come of product selection
should replace the original entry or whether it should be recorded
as a sub item of the original entry.
Re"ene #&&ont Determination: - o which #eneral &edger
Account the sales values are to be posted is controlled by revenue
account determination.
SP'!
Sales and "istribution
$asic functions
Account assignment and costing
'evenue account determination
Assign #eneral &edger accounts *69!A-
Fe need to assign the #eneral &edger account to the combination
of
1, #ppli&ation: - specify G6I Sales and "istribution
), Condition Type: - Specifies condition types in the procedure if
controlling is activated in the finance ta)e the condition type
G9!F9I otherwise ta)e G9!FII
2, C!art o% a&&onts: - ItJs a classification scheme, consisting of a
group of #& Accounts.
>ere we need to specify in which chart of accounts the #&
Account we are assigning e?ists.
3, Sales Organisation: -
5, #&&ont #ssignment 'rop o% Cstomer: - his is specified
in the customer master data.
@, #&&ont #ssignment grop o% material: - his is specified in
the material master data.
A, #&&ont Bey: - his is specified for each condition type in the
procedure.
Sales
!rganisatio
ns
Account
Assignment #roup
Customer
Account
Assignment #roup
%aterial
Account
9ey
0+++
1+++
+0  "omestic
+1  (?port Sales
'rading
#oods
FIFinished
#oods
('&
Sales
'evenue
('S
Sales
"eductions
APP
C
ype
C A of
Account
Sales
!rganisation
A A
Customer
A A
%aterial
Account
9ey
#&
Account
6 9!FI I5 0+++ +0 ' ('& 0+++
6 9!FI I5 0+++ +0 ' ('S 1+++
6 9!FI I5 0+++ +0 FI ('& 8+++
6 9!FI I5 0+++ +0 FI ('S ,+++
6 9!FI I5 0+++ +1 ' ('& 2+++
6 9!FI I5 0+++ +1 ' ('S 4+++
6 9!FI I5 0+++ +1 FI ('& L+++
6 9!FI I5 0+++ +1 FI ('S :+++
6 9!FI I5 1+++ +0 ' ('& 0++++
6 9!FI I5 1+++ +0 ' ('S 1++++
6 9!FI I5 1+++ +0 FI ('& 8++++
6 9!FI I5 1+++ +0 FI ('S ,++++
6 9!FI I5 1+++ +1 ' ('& 2++++
6 9!FI I5 1+++ +1 ' ('S 4++++
6 9!FI I5 1+++ +1 FI ('& L++++
6 9!FI I5 1+++ +1 FI ('S :++++
his concept is based on condition techni3ue.
SP'!
Sales and "istribution
$asic Function
Account assignment and costing
'evenue account determination
"efine dependencies of revenue account determination
*6E0,,6E01,6E08-
"efine access se3uences and account determination types
%aintain access se3uences for account determination
"efine account determination types
"efine and assign account determination procedures.
"efine account determination procedures
*9!FI++-
Note: - 9!FI  'e3uirement  G8I
9!F9  'e3uirement  G1I
Assign account determination procedure
Assign the account determination procedure to the billing
document type.
Credit *anagement: - It is responsible for giving the credit limits
to the customers.
C.C.A
C. Code
0
C. Code
1
S. !rg 0 S. !rg 1

Centralized C C A
C. C. A 0 C. C. A
1
C. Code
0
C. Code
1
S. !rg 0 S. !rg 1
"ecentralized C C A
De%ining Credit Control #rea: -
SP'!
(nterprise Structure
"efinition
Financial accounting
"efine Credit control area
In the definition of the credit control area we have a field credit
limit. his is applicable to all the new customers.
#ssigning t!e Company &ode to Credit Control #rea: -
SP'!
(nterprise Structure
Assignment
Financial accounting
Assign company code to credit control area
Ris- Category: -
SP'!
Financial Accounting
Accounts receivable and Accounts payable
Credit %anagement
Credit control Account
"efine 'is) Categories
Fe need to define the ris) category in the combination of credit
control area.
E.: -
&ow 'is)
>igh 'is)
5ew Customers
Credit 'rop: - ItJs specifies the documents that should be
bloc)ed for processing if the order value e?ceeds the credit limit.
De%ining Credit 'rop: -
SP'!
Sales and "istribution
$asic functions
Credit %anagement and 'is) %anagement
Credit %anagement
"efine Credit #roups
E.: -
+0  Credit #roup for Sales !rder
+1  Credit #roup for delivery
+8  Credit #roup for #oods Issue
Assign sales documents and delivery documents.
Credit limit chec) for other types
Assign the credit group +0 to the sales document type.
Credit limit chec) for delivery types.
Assign the credit group +1 and +8 to the delivery document
type.
Setting the credit limits to the customers or credit master data< @
&ogistics
Sales and "istribution
Credit management
%aster "ata
F"81 ; Change
(nter the customer
Credit control area
Select all the views
0B o set the credit limit to the customer select go to  control
area
"ata  status.
Fe can specify the credit limit of the customer in the field credit
limit.
Credit (oriCon Date: - Specifies the date up to which the
customer can use the credit limit.
Ris- Category: - Assign a ris) category to the customer
Sales 8ale: - It is the total of all order values which have not been
transferred to F I, but which are ta)en into the consideration when
chec)ing the credit limit.
1B #o to  Control Area "ata  payment history
>ere we can see the past payment history of the customer.
Note: - If we want to see the payment history of the customer here
we need to chec) the field GPayment >istory 'ecordI in the
customer master.
8B #o to  #eneral "ata  Central "ata
Total #mont: - he amount in this field specifies the overall
credit limit the customer may receive in all credit control areas.
Indi"idal limit: - he amount in this field specifies the ma?imum
credit limit the customer may receive with in a credit control area.
De%ining #tomati& Credit Control: - Fith the help of the
automatic credit control we can bloc) the documents if the order
value is e?ceeding the credit limit.
SP'!
Sales and "istribution
$asic Functions
Credit %anagement and 'is) %anagement
Credit %anagement
"efine Automatic Credit Control *!6A:-
Fe need to define the automatic credit control in the combination
of credit control area, ris) category, credit group.
#o to new entries and define and save it.
Item C!e&-: - If we chec) this field the system carries out the
credit limit chec) when we enter the items. !therwise the chec) is
carried out while we save the document.
C!e&-s: -
Stati&: - If we chec) this field the system considers all the open
orders, which are there after the credit horizon date, while
chec)ing the credit limits.
Dynami&: - If we chec) this field the system considers out a credit
limit chec) with in the specified credit horizon period.
Rea&tion: - specifies whether the system reacts with a warning or
error message when the limit e?ceeds.
Stats 7 blo&-: - If we chec) this field the document will be
bloc)ed for processing, if the limit is e?ceeds.
*a.imm do&ment "ale: - Specifies the ma?imum document
value for a credit chec) based on the value of the document.
Note: - his type of chec) is useful for processing the orders of the
new customers for whom the credit limits have not yet been
established.
Note: - After defining the automatic credit control we need to
specify it in
the field GChec) Credit &imitI in the definition of the sales
document type.
#TP: - Avail to promise.
Pat! o% #"ailability C!e&-: -
SP'!
Sales and "istribution
$asic Functions
Availability chec) and ransfer of re3uirements
Availability chec)
Availability chec) with AP &ogic
OUT$INE #'REE*ENTS
1, S&!edling #greements: - ItJs an outline agreement with the
customer containing the delivery dates and the 3uantities. hese
are entered as schedule lines in the scheduling agreement.
Fe can create the schedule lines when we create the scheduling
agreement or we can create them later.
Fe fulfill a scheduling agreement by creating the deliveries in the
schedule as they become due.
Creating a S&!edling #greement: -
&ogistics
Sales and "istribution
Sales
Scheduling Agreement
6A80 ; Create
Scheduling Agreement type G"SI
), Contra&ts: - hese are the outline customer agreements that
display when the materials or services are sold within a certain
time period.
a, <antity Contra&ts: - ItJs an agreement that your
customer will order a certain 3uantity of a product from the
company during a specified period.
he contract contains basic 3uantity and price information
but does not specify delivery dates or 3uantities.
b, 8ale Contra&ts: - ItJs a contractual agreement with a
customer that contains the materials or services that they may
receive within a time period and GHp to a target valueI.
A value contract can contain certain materials or a group of
materials. *Assortment %odule-
&, Ser"i&e Contra&ts: - ItJs an agreement that contains the
conditions for offering a certain service to the customer. Fe
can manage rental and maintenance contracts in the standard
'E8 system.
A service contract contains validity dates cancellation
conditions price agreements and the information on the
possible follow up action.
d, *aster &ontra&ts: - ItJs a document in which we can
group contracts together as lower level contracts. he master
contract contains the general terms, which apply for all lower
level contracts.
Creating Contra&ts: -
SP'!
Sales and "istribution
Sales
Contract
6A,0 ; Create
Contra&t Types: -
#9  %aster Contract
5%S  Nuantity Contract
PF90  6alue Contract
F90  6alue Contract #eneral
F91  %aterial relevant value contract
SC  Service and %aintain contract
SPECI#$ S#$ES ORDERS
Cas! Sale: - ItJs an order type which we use, when the customer
orders pic)s up the goods and pays for the goods immediately the
delivery is processed as soon as the order has been entered and the
billing is related to the order.
Creating Cas! sale: -
6A+0
!rder type GCSI or G$6I and everything is same as sales order
Item Category ; $65
Note: - In $65 the field GCredit ActiveI is not chec)ed.
Note: - when we save the cash sale document the system will
automatically create the delivery document. For this the following
customizing setting has to be done.
In the definition of the document type CS we need to ta)e the
value G7I *Create delivery immediately if the 3uantity conformed
for today- in the field GImmediate "eliveryI.
Rs! Order: - In the rush order transaction the goods are
delivered on the same day as the order is placed.
Fhen we save the rush order document the delivery is
automatically created and billing is related to delivery.
Creating Rs! Order: -
6A+0
"ocument type G'!I
Item Category GA5I
Note: - For the delivery to be automatically created the following
setting has
to be done.
In the definition of document type G'!I ta)e the value G7I in the
field GImmediate "eliveryI
S(IPPIN' +S(,
S!ipping Point: - he place from where the goods are shipped to
the customer is called shipping point.
De%ining s!ipping point: -
SP'!
(nterprise Structure
"efinition
&ogistics (?ecution
"efine copy, delete, chec) shipping point *(C+L-
Copy, delete, chec) shipping point
Copy organisational ob.ect
Come bac)
#o to define shipping point
Select the defined shipping point and go to details.
Determine times: -
Determine loading time: - Specifies whether the system
automatically determines a loading time when we process
deliveries through the shipping point.
$oading time: - specifies the time it will ta)e for loading of the
material.
Determine pi&- 7 pa&- time: - Indicates whether the system
automatically determines a time estimate for pic)ing and pac)ing
when we process deliveries through the shipping point.
Pi&- 7 pa&- time: - Specifies the time it will ta)e for pic)ing and
pac)ing of the materials.
#o to icon Address and maintain the details
#ssigning t!e s!ipping point to t!e plant: -
SP'!
(nterprise Structure
Assignment
&ogistics (?ecution
Assign Shipping point to the plant *!67C-
S!ipping point determination: - Fhen we create the sales
documents the system will automatically propose a shipping point.
For this the following setting has to be done.
SP'!
&ogistics (?ecution
Shipping
$asic shipping functions
Shipping point and goods receiving point determination
Assign shipping point
Fe need to assign the shipping point to the combination of
Shipping condition
&oading group
Plant
Creating t!e deli"ery do&ment: -
&ogistics
Sales and distribution
Shipping and transportation
!utbound delivery
Create
Single document
6&+05 ; Fith reference to sales order
Step 1: - (nter the shipping point
Note: - It should be the same shipping point, which is there in the
sales
!rder with reference to which the delivery is created
Sele&tion Date: - specifies the date on which the delivery can be
created
Order: - (nter the sales order number for which delivery is
created.
Step ): -
Pi&-ing: - #o to the pic)ing tab page where you can find pic)
3uantity as G+I. he 3uantity has to be pic)ing from the
warehouse. For this we need to create Gransfer !rderI.
Creating Trans%er Order: - #o to subse3uence functions in the
main menu and select create transfer order.
!n the create transfer order screen enter Gwarehouse numberI
(nter the plant number
(nter the delivery document number for which we are doing
pic)ing.
Fhen we reach the overview screen of the transfer order the
3uantity is completely pic)ed.
Note: - he delivery 3uantity in the outbound delivery becomes
the pic)ing 3uantity in the transfer order. And save the transfer
order
#o to 6&+15
(nter the delivery document number
#o to the pic)ing tab page where the 3uantity is completely
pic)ed.
Step 2: -
Post 'oods Isse +P'I,: - $y doing the P#I we are specifying
that the goods are leaving the company.
For this clic) on the button post goods Issue.
E%%e&ts o% Post 'oods Isse: -
0B he warehouse stoc) of the material is reduced by the
delivery 3uantity.
1B 6alue changes are posted to the balance sheet account in
the inventory accounting.
8B 'e3uirements are reduced by the delivery 3uantity.
,B Post #oods Issue is automatically updated in the document
flow.
Deli"ery Do&ment Types: -
SP'!
&ogistics (?ecution
Shipping
"eliveries
"efine delivery types *!6&9-
E.: -
&F  "elivery Fith reference to Sales order
&!  "elivery without order reference
&'  'eturns "elivery
$6  Cash sale "elivery
0n&tionality o% a Deli"ery Do&ment Type: -
Do&ment Category: - GRI for delivery.
Nmber Range internal #ssignment and E.ternal assignment:
-
Creating Nmber ranges %or deli"eries: -
SP'!
&ogistics (?ecution
Shipping
"eliveries
"efine 5umber ranges for deliveries *65+0-
Item In&rement: -
Order Re4ired: - Specifies whether any preceding document is
re3uired to create the delivery document.
Storage $o&ation Rle: - specifies how the system determines the
pic)ing location when we creating a delivery without entering a
storage location for the item.
%A&A  Shipping point E plant E Storage condition
'(A  Plant E Situation ASIHAB Estorage Condition
%A'(  %A&A then '(A Abac) up procedureB
Deli"ery split D 6( Nmber: - If we chec) this field the delivery
can be split based on the warehouse 5umber.
#tomati& Pa&-ing: - If we chec) this field the automatic pac)ing
proposal is retrieved, when a delivery is created.
S&reen Se4en&e 'rop: - GAHI
Display Range: -
Item Categories and Deli"eries: -
SP'!
&ogistics (?ecution
Shipping
"eliveries
"efine Item Categories for deliveries *!6&P-
"&5 Item Category without order reference
0n&tionality o% an item &ategory in deli"ery: -
Do&ment Category: - GRI "elivery
*aterial Nmber E?F allo9ed: - Controls whether it ma)es sense
to enter an items in the document without specifying the material.
Note: - It ma)es sense to chec) this field only for te?t items.
C!e&- <antity E?F: - Specifies whether we can enter an item that
has a S+J 3uantity and if we do how the system reacts.
C!e&- *inimm 4antity: - Specifies whether the system chec)s
the minimum delivery 3uantity specified in the material master and
if so determines how the system reacts if the minimum is not met.
C!e&- o"er deli"ery: - Specifies how the system reacts when we
e?ceed the original order 3uantity during the delivery processing.
#"ailability C!e&- O%%: - Specifies whether the system should
chec) the availability of the material.
Ronding: -
Rele"ant %or pi&-ing: - indicates whether the item is relevant for
pic)ing or not.
Note: - e?t items or service items are not relevant for pic)ing.
Storage $o&ation re4ired: - Indicates whether we must enter a
storage location before we can completely process the delivery
items.
Determines Storage $o&ation: - Indicates whether the system
automatically determines a storage location for the delivery item.
DonFt &!e&- storage lo&ation: - Indicates whether the system
should run a chec) for the storage location that was determined.
#tomati& /at&! determination: -
Colle&ti"e pro&essing o% orders: - o combine the multiple orders
for creating a single delivery the following must be same.
Shipping Party
Shipping Point
"elivery "ate.
&ogistics
Sales and "istribution
Shipping and ransportation
!utbound delivery
Create
Collective processing of document due for delivery
6&0+A ; Sales orders
(nter the shipping point
(nter the delivery creation date
(nter the ship to party and e?ecute
he system gives the list of all orders, which are due for delivery
Select the re3uired orders and select the button create delivery in
bac)ground
Select the icon log for delivery creation AShift O F,B
It generates a group number, which contains the delivery document
created.
o see the delivery document generates select the group number
and select the button documents.
INCO*P$ETION PROCEDURE
Incompletion procedure contains all the re3uired fields, which are
mandatory in sales document.
SP'!
Sales and distribution
$asic functions
&og off incomplete items
"efine incompleteness procedures.
Fe need to define the incompletion procedure for the following
incompletion groups
A  Sales header
$  Sales item
C  Sales schedule line
"  Partner
F  Sales activity
#  "elivery header
>  "elivery item
Select the incompletion group and go to procedures
#o to new entries and define the procedure.
Note: - Fe need to define separate procedures for each and every
sales document, unless all the documents have common mandatory
fields.
Select the defined procedures and go to fields. #o to new entries,
and place the re3uired fields, which are mandatory in the sales
document.
0ield: - F0  incomplete procedure  select
1, Table: - Specifies the table in which the field e?ists.
), 0ield name: - Specifies the Field name in the table
2, Des&ription: - description of the field
6 6 imp
3, S&reen: - he function code displays the screen on which
we can enter the incomplete data.
5, Stats 'rop: - Specify the corresponding status group
@, 6arning: - If we chec) this field the system gives C
warning when the user does not ma)e an entry in the re3uired
field.
A, Se4en&e: - "etermines the se3uence in which the system
chec)s for the incomplete fields.
#ssign in&ompletion pro&edres: -
Same path
De%ining stats grop: -
Same path
SP'!
Sales and "istribution
$asic functions
&ogoff incomplete items
De%ine stats grops: -
Status group controls, which sub se3uent documents, can be
bloc)ed for processing, if the data in the mandatory field is
missing.
And go to new entries and define the status group.
0B Status group
1B #eneral
8B "elivery
,B $illing document
2B Price
4B #oods moment
LB Pic)ing
:B Pac)
E.: - >ere if we chec) delivery we cannot create the delivery
document if the data in the mandatory field is missing to which this
status group is assigned.
/I$$IN' +/',
Creating billing do&ment: -
&ogistics
Sales and "istribution
$illing
$illing document
6F+0 create
In the document field specifies the reference document number on
the basis of which the billing document is created.
Note: - Fhen we save the invoice the companies account is
debited and the customer account is credited.
Note: - Fhen we save the invoice one accounting document is
generated this posted to FI.
o see the accounting document generated go to 6F+1 change and
select the button accounting
he following documents will be generated.
0B Accounting documenting
1B Profit center document
8B Profitability analysis
,B Special purpose ledger
2B Controlling document
Select accounting document the go to details
Note: - he reconciliation account cannot be seen in the
accounting document.
P9  Posting )ey
2+  For debit most I%P
,+  For credit
Can&eling t!e in"oi&e: -
&ogistics
Sales and distribution
$illing
$illing document
6F00 ; cancel
In the document field specify the billing document to be cancelled
and clic) on e?ecute.
Note: - Fhen we save the invoice cancellation accounting
document is generated in which the values are already posted to FI
are reversed.
Fhen the accounting document is not generated try the following
setting.
#o to 6F+1 go to billing document in the main menu and select
Grelease to accountsI
De%ining billing do&ment types: -
SP'!
Sales and "istribution
$illing
$illing documents
"efine billing types
"efine billing types
F0, F1  Invoice
$6  Cash sale invoice
F2  Proforma invoice for order
F:  Proforma invoice for delivery
#1  Credit %emo
&1  "ebit memo
S0  invoice cancellation
S1  Credit memo cancellation
0n&tionality o% a billing do&ment type: -
5umber range inter assignment
Creating t!e nmber ranges only internal assignment: -
SP'!
Sales and "istribution
$illing
$illing document
"efine number ranges for billing documents
Sales do&ment &ategory: @ %
%  Invoice
!  Credit %emo
P  "ebit memo
Transa&tion 'rop: -
/illing do&ment: - L
Item nmber in&rement: - leave it
Posting /lo&-: - If we chec) this field the system bloc)s
automatic transfer for the billing document of accounting.
Statisti&s: - Indicates whether the system stores the information
from the billing document for the purpose of statistical analysis
Negati"e Posting: - Indicates that causes the transaction figure to
be reset for the document item.
Can&ellation billing type: - Specifies the corresponding billing
document cancellation type.
Rele"ant %or rebate: - Indicates whether the billing document is
relevant for rebate purpose.
#&&onting Determination Pro&edre: - Specify the revenue
account determination procedures.
CRE#TIN' CREDIT *E*O
Create t!e &redit memo re4est: -
6A+0
(nter the order type #1  Credit %emo re3uest
Item Category #15
Fith reference to credit memo re3uest create the credit memo
6F+0
In the document field enter the credit memo re3uest TTT and
e?ecute
Note: - Fhen we save the credit memo companyJs account is
credited and customers account is debited.
%%% 66 I%P
Note: - !ne account document is generated which is posted to FI.
Creating Debit *emo re4est: - create the debit memo re3uest
6A+0
"ocument type  &1
Item category  &15
Fith reference to debit memo re3uest
Create the debit memo
6F+0
In the document field enter the debit memo re3uest and e?ecute.
Note: - Fhen we save the debit memo that companyJs accounting
is debited and the customers account is credited.
%%66I%P
Note: - !ne accounting document is generated which is posted to
FI.
COPIN' CONTRO$ES
Note: - his concept is dam imp we can put in resume.
o create the documents with reference to proceeding documents
Gcopy controlsI must be defined.
he coping controls can be set for the following levels.
0B Copy &ontrols %or sales do&ments: -
SP'!
Sales and "istribution
Sales
%aintain Copy controls for sales document
aB Copy control sales document to sales document
Source  arget
N  !'
>eader  >eader
N  !'
Item Category  Item Category
A#5  A5
A#55  A55
Schedule  Schedule
$5  CPEC9EP5
bB Copy Control ; $illing document to sales document<
Same as above
1B Copy &ontrols %or deli"ery do&ments: -
SP'!
&ogistics (?ecution
Shipping
Copying control
Specify copy control for deliveries
he coping control defined from sales document to delivery
document
Coping must be done header@to@header and item@to@item
>ere number schedule are available.
8B Copy &ontrols %or /illing do&ments: -
SP'!
Sales and "istribution
$illing
$illing documents
%aintain coping control for billing document
aB Sales document to billing document
bB $illing document to billing document
cB "elivery document to billing document