Customizing Document

Define Company Code

Enter Transaction code SPRO in the command field

In the next screen Select SAP reference IMG

In next screen Display IMG follow the menu path

SAP Customizing Implementation Guide -> Enterprise Structure ->Definition-

>Financial Accounting->Edit, Copy, Delete, Check Company Code

In the next screen, select activity - Edit Company Code Data

In the Change View Company code screen

Select New Entries

In the Next Screen Enter the Following Details

1. Enter your Unique Company Code Number

2. Enter Company Name

3. In the Additional Data section Enter City

4. Enter Country for the Company

5. Enter Local Currency

6. Enter Default Language

Click Address Details button on same screen

Enter Address Details for the Company this will appear in print forms

1. In the Name Section Enter Title and Company Name

2. In the Search Term section Enter Search term 1 and 2

3. In the Street Address section enter street, postal code, city, country

4. In the P O Box Address section Enter PO Box and Postal Code

5. In Communication Section Enter appropriate details

After Completing this information Press Save and Enter your Change
Request number.
You have successfully created a new Company code.

Assign Company Code to Company

In the SAP Reference IMG Select the Menu path

SAP Customizing Implementation Guide ->Enterprise Structure->Assignment-

>Financial Accounting->Assign Company Code to Company

In the Next Screen Enter the unique Company ID against the Company Code
you

Want to assign to this Company.

 Press Save and Enter the Customizing request Number

You have assigned the desired Company code to the Company

Defining a Sales Organization

Transaction code OVX5

IMG Enterprise Structure Definition Sales And Distribution

Assigning a Sales Organization to a Company Code

IMG Enterprise
Structure Assignments Sales And Distribution Assign Sales Organization

Configuring a Distribution Channel

OVXI

IMG Enterprise Structure Definition Sales And

Distribution Define, Copy, Delete, Check Distribution Channel

Assigning a Distribution Channel to a Sales Organization

OVXKN

IMG Enterprise Structure Assignments Sales

And Distribution Assign Distribution Channel To Sales Organization

Configuring a Division-OVXB
IMG Enterprise Structure Definition Logistics
General Define, Copy, Check, Delete Division.

Assigning a Division to a Sales Organization-OVXAN

IMG Enterprise Structure Assignments Sales
And Distribution Assign Division To Sales Organization.

Setting Up a Sales Area

transaction code OVXGN

IMG Enterprise Structure Assignment Sales And Distribution

Set Up Sales Area.

Defining a Common Distribution Channel and

Common Division
Vor1
Vor2
Setting Up a Sales Office
transaction code OVX1

IMG Enterprise Structure

Definition Sales And Distribution Maintain Sales Office.

Assign the sales office to a sales area

OVXMN

IMG
Enterprise Structure Assignment Sales And Distribution Assign Sales
Office to Sales Area

Setting Up a Sales Group

OVX4

IMG Enterprise
Structure Definition Sales And Distribution Maintain Sales Group.

assign the sales group tothe sales offices.

IMG Enterprise Structure
Assignment Sales And Distribution Assign Sales Group To Sales Office

Configuring Plants
OX10

IMG Enterprise
Structure Definition Logistics General Define, Copy, Delete, Check
Plant Define Plant.

Assigning Plant to sales Org

IMG Enterprise Structure Assignment Logistics General Assign Plant

Assigning the Sales Organization and Distribution

Channels to Plants
OVX6N

IMG Enterprise
Structure Assignment Sales And Distribution Assign Sales Organization
and Distribution Channel To Plant

Setting Up a Storage Location

OX09

IMG Enterprise Structure Definition Materials Management Maintain

Storage Location.

Setting Up a Shipping Point

OVXD

IMG Enterprise Structure Definition Logistics Execution

Define, Copy, Delete, Check Shipping Point Define Shipping Point.

assign one shipping point to multiple plants,

or one plant can have multiple shipping
points.
OVXC

please check OVAO, OVAM and OVAN. you need to define these as well.

OVAZ for assigning order type

Free Goods

Free goods is based on condition techniaue and we hae to

configure the following.
If we hae taken a new item cateogary,then we have
changes in item cateogary.

Condition supplement
In here we create a additional pricing procedure like
dup02
Insert the additional discounts that we want.

The Main price and supplement has to be maintained in

both the procedure.

Also the additional pricing discounts to be maintained in

main pricing procedure.
Now the main price and supplement will have the
supplement procedure.
After doing this,maintain records for supplement price
and also insert the additional discounts that you want to
make.
Standard Order 1934 is example.

Revenue Account Determination

Revenue Account determination is based on Condition
technique.
For determining revenue accounts, we have to assign
account determination in materials and customer.
After this Create tables and assign access sequences and
allocate them to a procedure.
Route Determination

Important Points
*Shipping point departure zone
*Customer Zone
Partner Determination procedure
Use T-code Vopan
For defining account groups use tcode-obd2
In here we can maintain customer master data fields.We
can also suppress if any extra fields are there.
Output determination
Output determination works on condition technique.

After completing the process.maintain condition records

in vv11.

Incompletion Log
Incompletion log is based on the tables.So if we want to
map a specific part of sales order under log.we have to
map the table.
Material determination / Product selection

Condition technique for Material determination

1965.

Item proposal [Product proposal]

Based on condition records-1982

Prepare records in va52 and assign proposal to
customer master.

Material listing and exclusion

Process works on condition technique.

Create condition table,assign to access sequence and create condition type and assign it to procedure.

The procedure is to be assigned to sales document type.

Create records in VB01.

Cross selling-Combination of materials is deleivered.

Codition technique is used in cross selling.

Did not work

Customer Material Info Record

Enter details in vd51.Major priority is given to this info.

Cash Sales
System automatically generates delivery document type BV and it triggers output type RD03

For configuring this,u also need to set up immediate delivery.

Rush Order

In rush order only the delivery is generated.

Document type is RO

Credit Memo

Sales Document-CR
 Partner Determination Procedure

These are Process Partner Types are used in maintaining ALE/EDI partner profile.
Use Tcode WE44 - Partner Type

Creation Of status Profile and assignment.

Create Status Profile

1. Create status profile in general status management as shown below (BS02) or via IMG --> Sales
& Distribution Sales Sales documents Define & Assign Status Profile:

2. Go to Define Status Profiles. Choose New Entries and enter code & description for your status profile:
3. Choose object types for status profile. Eg: Sales order header or sales order item for which the status
profile is to be applied to.
4. Enter your status say for price check, specify lowest status number (which will render any statuses
lower than the lowest number specified, inactive) and highest status number (which will decide the upper
limit of status numbers which may be activated if this status is active).

Set initial indicator for your required status, generally system sets initial automatically for the first status.

Specify authorization key in authorization code field. (See below for creation of authorization key).
5. Double click on your status (PRC) and choose transaction control. Select the activities which are to be
checked with this status.

For eg: confirmation of order, creation subsequent documents like delivery & billing documents is
forbidden.

Save status profile.

6. Assign status profile to document types (VOV8) & item categories (VOV7) as required.
Authorization Key
Enter authorization key & description in BS52 and save. Authorization key is assigned to status profile
and is used to create authorization for user role.

Users and Authorizations

Authorizations to perform a particular action in the R/3 system can be created (and included in required
user roles) via authorizationobjects. Create authorization for authorization object B_USERSTAT

1. Go to IMG Cross-Application components Document Management Control Data Maintain Role or

use transaction PFCG and add authorization for status profile to required user role.
2. Choose change user role and go to menu tab. Add transaction (say VA02) for which you want to give
authorization to change user status for sales order header or item

3. Go to Authorization tab and choose change authorization data. Maintain status management for
authorization object B_USERSTAT, specify object category as chosen (VBK or VBP), authorization key,
and status profile. Generate authorization.

4. Go to user tab and enter user ids which are to have role with authorization for status profile and save.
 Save User Role.

Test Status Profile

1. Create sales order and check status (sales document header status tab). Status is blocked and
user status is PRC (from status profile).

Click on object status button (Sales document header status tab object status) and both statuses from
status profile can be seen.
2. Try to deliver the blocked sales order to get below error:

3. A user with authorization (in this case sdconsultant) can change status to 'released' after checking
sales order price.

After selecting ZRE, overall blkd status changed to Not blocked as under:
Steps For Configuring BRF+
With SAP S/4 HANA a new Output Management approach is in place. The complete configuration differs from
the configuration that is used when output management is based on NAST (condition technique). The
configuration is based on BRF+. In SAP S/4 HANA, the target architecture is based on Adobe Document Server
and Adobe Forms only. For the form determination rules (along with other output parameters) BRF+ functionality
is used.

Output management based on NAST is not available for new documents in SD Billing from 1511 and is extended to
sales order management from 1602. Similarly, output management using BRF+ is mandatory for Purchase order
from 1511.

Prerequisites

Uploading XML for importing output determination application in BRF+ (Ref note 2248229).

BRF+ is active and usable

Background RFC configuration has been set up

Adobe Document Server is available ADS needs to be implemented to allow SAP to fetch
PDF properties for rendering output form

KPRO has been maintained KPRO allows to store PDF attachments on physical location.

Steps for uploading XML

Note 2248229, provides decision tables for new output management. We need to download XML files to local drive
and import them using below steps.

Transaction code BRF+ or BRFPLUS

BRF+ workbench will be displayed. For importing output application, we need to change layout to Expert mode.
Follow below steps
a) Select user mode as Expert.

b) Save this settings.

Steps to import

a) Download zip files from SAP note 2248229 and save them on your local machine

b) Next, we need to select Import XML under the Tools menu.

c) Select relevant file in below screen.

d) Specify Customizing request.

e) Click on Upload XML File button.

f) Uploaded application will now be available under Repository tab.

Configuration
Below configuration steps are relevant for all application areas (Sales Order, Purchase Order,
Billing Documents and Outbound Delivery)

SPRO Node for output configuration (IMG Path > Cross Application Components)
1) Define Output types

Output Control -> Define Output Types

2) Assign Output Channels

Output Control -> Assign Output channels In this activity assign output channels to output type.
3) Define Determination of Form Master Templates

Output Control -> Define Determination of Form Master Templates

The master form template contains static data (such as a logo and footer) that is applied to each form page and is
determined based on configuration setting maintained.

a) Enter a rule ID, preferably an ID that indicates the logic of the rule.
b) Enter an ordinal number to specify the position of the rule in the determination sequence.
c) Following parameters are optional

Organization Type
 Organizational unit

Channel

Sender country

Form Template

During document output, the master form template is determined by comparing each defined rule with the current
data provided by the application. If a parameter is not defined (no value entered), this parameter is considered as
a match, and else, system determines the rule where all parameters match. Master form template is used
corresponding to this rule.

Business Rules for Output Determination

Below configuration steps are relevant for all application areas (Sales Order, Purchase Order,
Billing Documents and Outbound Delivery)

SPRO > Cross-Application Components -> Output Control -> Define Business Rules for Output Determination
(Transaction: OPD)
In this Customizing activity, you can define how the system determines output parameters during document
processing. You can define business rules for the determination of output parameters, such as output types,
recipients, and form templates.

In here you have to define the settings of the output types with description as 2 as 1 setting is not
working.So its better to use 2.

Now in the 2nd setting we have to use and assign the roles to output types over here.
Now in this setting assign the channel to output types.

Now assign the sales org for which these output types should work.

Now assign the email settings in here.

Now the combinations will have to set in here in
this settings.