Sales Processing Control for BOS Using the Requirements Class

Use
Sales processing control with BOS describes how the system determines the
requirements class and which control parameters for the requirements class affect sales
processing.

Prerequisites
You must make the settings in the material master record (dummy material) before the
system can determine the requirements class.
You do not need to make any additional Customizing settings for the determination of
the requirements class. All the required settings are delivered with the SAP Discrete
Industries (DI) system.

Features

How does the system determine the requirements class?

The requirements class is determined using the settings in the material master record
(strategy group) and the delivered Customizing settings for bills of services in SD.
The strategy group is the result of the assignment in the material master record of the
dummy material being used (view MRP 3 ). The following strategy groups, contained in
the standard delivery, are relevant to bills of services in SD:
20 (make-to-order)
21 (make-to-order/project settlement)
The system then determines the requirements group using the strategy group based on
the Customizing settings in the standard delivery.
Requirements class 040 is determined for strategy group 20 (make-to-order, non-
valuated without consumption)
Requirements class 080 is determined for strategy group 21 (make-to-order with
project)
You can find more information on requirements class determination under Additional
Hints (see below).
 What does the requirements class control?

Caution
Customizing in the SAP standard delivery has been configured so that you do not need
to change the control parameters for the requirements classes.

Account assignment

Control parameters for requirements class Standard delivery in the SAP

DI system
The account assignment category defines which Customizing for the SAP
account assignment data (for example: cost center, standard delivery is set up as
sales order, or project) must be entered in the sales follows:
document and to which object the system makes the For requirements class 040
account assignment. (make-to-order non-valuated
Generally, in sales processing with BOS, you choose without consumption),
one of the following: settlement takes place on the
Project (account assignment category D), or sales order (account
Sales order (account assignment category E) assignment category E)
For requirements class 080
(make-to-order with project),
settlement takes place on the
project (account assignment
category D)
With regard to the account assignment category, the Customizing for the SAP
field for consumption posting controls where the standard delivery is set up as
costs for sales order related production are collected follows:
(which object collects the costs and revenue) For account assignment
category E, the key for
consumption posting is E
(settlement re the sales
order)
For account assignment
category D, the key for
consumption posting is P
(settlement re the project)
 Account assignment

Control parameters for requirements class Standard delivery in the SAP

DI system

Requirement

Control parameters for requirements class Standard delivery in the SAP

DI system
The Availability indicator specifies whether an You can control the transfer of
availability check should be carried out using ATP requirements and the
logic. If the indicator is set, the check type is availability check using either
determined as the default. You can switch off (but not one of the following:
on) every check in sales and delivery. Requirements class
The indicator for the transfer of requirements Master record
specifies whether requirements are to be transferred The SAP standard system
or not. You must set this indicator if you want controls requirements using
requirements to be transferred. The transfer of the material master record
requirements can be switched off on the schedule for the dummy material.
line level. However, it cannot be switched on on the
schedule line level if it has not already been activated
in the requirements class.

Costing

Control parameters for requirements class Standard delivery in the SAP

DI system
The field CndType line items (condition type for cost The condition type for the cost
transfer from line items) field defines in which transfer can be controlled
condition type of the sales document item the value for using either of the following:
the BOS is set. Requirements class
This condition type is used for all sales document items Sales document type
that link to this requirements class. In this way, defining You enter the condition
the condition type per requirements class allows you to type in the sales document
determine various condition types for the different type to use it for all items in
items in a sales document. a sales document of this
type.
 Costing

Control parameters for requirements class Standard delivery in the SAP

DI system
In the SAP standard system
you control the condition
type for cost transfer using
the settings for sales
documents .

Assembly

Control parameters for requirements class Standard delivery in the SAP

DI system
The field Assembly type field controls whether and/or No assembly processing is
which type of assembly processing takes place. supported for requirements
You can use assembly processing in the project system classes 040 and 080 in the SAP
to process comprehensive services (for example, large standard delivery.
construction projects) that are frequently performed in
a similar way, by using a project.

The following is a possible scenario for sales processing

with BOS using integrated assembly processing.
When you create a sales order, the system finds a
requirements class that has been set up for assembly
processing in the project system. By assigning the
material master to a standard network, the system
generates an operational network. Saving the sales
order also saves the network. If necessary, the system
also generates a project definition and a work
breakdown structure (WBS). The system takes the
project number automatically from the number of the
sales order.
 Configuration

Control parameters for requirements Standard delivery in the SAP DI system

class
The field Configuration field controls
whether configuration for the
requirements class is possible or
obligatory.
To cover different product alternatives,
you can use variant configuration linked
with the sales document item.
The Configuration field is initial for
requirements classes 040 and 080 in the SAP
standard delivery.
However, the bills of services are configured
using the service selection from model
specifications and not a configurable
material.
For more information, see: Creating BOS
using Configuration

Search strategy
The standard system uses the following search strategy to determine the requirements
class:

1. First, the system tries to find a requirements class using the strategy group. The
strategy group is the direct result of the assignment in the material master record of
 the material being used (view MRP 3 ). The system then uses the strategy group to
determine the requirements class.
2. If the strategy group has not been maintained in the material master record, it is
taken from a Customizing assignment of the plant and the MRP group in the material
master record (view MRP 1 ). The system then uses the strategy group to determine
the requirements class.
3. If no MRP group has been entered in the material master, the material type
automatically functions as the MRP group in the access key. The strategy group is
then determined using a Customizing assignment between plant and MRP group.The
system then uses the strategy group to determine the requirements class.
4. If the system still cannot find a requirements class by using the material type, it
attempts to find one by using the sales document's item category and the MRP type
in the material master record (view: MRP 1 ). The system then uses the requirements
type to determine the requirements class.
5. If there is no assignment to the MRP type being used, the requirements type is
determined from the assignment to the item category and the initial (blank) MRP
type. The system then uses the requirements type to determine the requirements
class.

Where can I find settings for requirements class determination (master data,
Customizing)?
1. Determining the requirements type
(1) If the system is to determine the requirements class via strategy
group strategy requirements type , the following settings are required:
Strategy Group Enter the strategy group in the material master record,
the MRP 3 view.
20 (make-to-order)
21 (make-to-order/with project)
Strategy You make this assignment in Customizing
Group Strategy for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Strategy Groups .
SAP standard delivery:
Strategy group strategy
 20 -> 20 (make-to-order)
21 -> 21 (make-to-order/with project)
Strategy Requirements You make this assignment in Customizing
Type for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Planning Strategies .
SAP standard delivery:
Strategy requirements type
20 -> KE (make-to-order without consumption)
21 -> KP (make-to-order with project)
(2) If the system is to determine the requirements class via MRP group strategy
group strategy requirements type , the following settings are required:
MRP Group You enter the MRP group in the material master record ,
the MRP 1 view.
MRP Group Strategy You make this assignment in Customizing
Group for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Strategy Group for MRP Group .
Strategy You make this assignment in Customizing
Group Strategy for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Strategy Groups .
Strategy Requirements You make this assignment in Customizing
Type for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Planning Strategies .
(3) If the system is to determine the requirements class via material type (instead
of MRP group) strategy group strategy requirements type , the following
settings are required:
Material Type Assign the material to a material type when you create a
material master record.
MRP Group Strategy You make this assignment in Customizing
Group for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Strategy Group for MRP Group .
You enter the material type in the field MRP Group .
Strategy You make this assignment in Customizing
Group Strategy for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Strategy Groups .
Strategy Requirements You make this assignment in Customizing
Type for Controllingunder Product Cost Controlling Cost
Object Controlling Product Cost by Sales Order Control
of Sales-Order-Related Production/Product Cost by Sales
Order Selection of Requirements Type Through MRP
Group Check Planning Strategies .
(4) If the system is to determine the requirements class via MRP type and item
category requirements type , the following settings are required:
MRP Type You enter the MRP type in the material master record ,
the MRP 1 view.
Item category Item categories are defined in Customizing for Sales and
Distribution under Sales Sales Documents Sales
Document Item Define Item Categories .
In sales and distribution, the item category group and the
sales document type determine the item category.
Settings for Sales Documents
 MRP Type and Item You make this assignment
Category Requirements in Customizing for Controllingunder Product Cost
Type Controlling Cost Object Controlling Product Cost by
Sales Order Control of Sales-Order-Related
Production/Product Cost by Sales Order Check Control of
Requirements Type Determination.
(5) If the system is to determine the requirements class via item
category requirements type requirements class , the following settings are
required:
Item category Item categories are defined in Customizing for Sales and
Distribution under Sales Sales Documents Sales
Document Item Define Item Categories .
In sales and distribution, the item category group and the
sales document type determine the item category.
See also:
Settings for Sales Documents
Item You make this assignment
Category Requirements in Customizing for Controllingunder Product Cost
Type Controlling Cost Object Controlling Product Cost by Sales
Order Control of Sales-Order-Related Production/Product
Cost by Sales Order Check Control of Requirements Type
Determination.
If you want the requirements type to be determined
independently of the material, leave the MRP type blank.
2. The system determines the requirements class using the requirements type for each
of the variants mentioned above.
Requirements You make this assignment
Type Requirements in Customizing for Controllingunder Product Cost
Class Controlling Cost Object Controlling Product Cost by Sales
Order Control of Sales-Order-Related Production/Product
Cost by Sales Order Check Requirements Types. Alternatively
you can make settings in Customizing for Sales and
Distribution under Basic Functions Availability Check and
Transfer of Requirements Transfer of Requirements Define
Requirements Types.
SAP standard delivery:
Requirements type->requirements class
 KE -> 040 (make-to-order non-valuated without consumption)
KP -> 080 (make-to-order/with project)
Requirements Class You define requirements classes in Customizing for Sales and
Distribution under Basic Functions Availability Check and
Transfer of Requirements Transfer of Requirements Define
Requirements Classes.
Account Assignment You define the settings in Customizing
Category for Controlling under Product Cost Controlling Cost Object
Controlling Product Cost by Sales Order Control of Sales
Order Related Production Check Account Assignment
Categories .