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SAP
SALES & DISTRIBUTION
By
SUN SURYA
Technologies
Index
SL.NO TOPIC PAGE NO
1 INTRODUCTION 1
2 SALES & DISTRIBUTION 4
MODEL OF ENTERPRISE STRUCTURE 4
BUSINESS PROCESS 5
DEFINITIONS 6
ASSIGNMENTS 11
3 MASTER DATA 14
CUSTOMER MASTER
MATERIAL MASTER 28
4 DOCUMENTS 32
SALES DOCUMENT HEADER 36
ITEM CATEGORY 49
ASSIGN ITEM CATEGORIES 53
DEFINE SCHEDULE LINE CATEGORIES 53
5 PRICING 60
DEFINE PRICING PROCEDURE (OVKK)
SYSTEM MODIFICATIONS 72
PRICING EXERCIES 74
6 FREE GOODS 84
SD CONFIGURATION SETTINGS 94
7 ROUTE DETERMINATION 96
8 OUTPUT DETERMINATION PROCEDURE 99
ASSIGN OUTPUT DETERMINATION PROCEDURE 102
9 TEXT DETERMINATION PROCEDURE 103
TEXT DETERMINATION PROCEDURE FOR SALES DOCUMENT 104
HEADER
10 PARTNER DETERMINATION PROCEDURE 106
ASSIGN RELEVANT PARTNER FUNCTIONS FOR PARTNER 108
DETERMINATION PROCEDURE
DEFINE PARTNER DETERMINATION PROCEDURE FOR SALES 109
DOCUMENT HEADER
11 INCOMPLETNESS PROCEDURE 110
12 MATERIAL DETERMINATION 112
13 CROSS SELLING 114
14 ITEM PROPOSAL AND PRODUCT PROPOSAL 117
15 CREDIT MANAGEMENT / RISK MANAGEMENT 119
SIMPLE CREDIT CHECK 126
AUTOMATIC CREDIT CHECK 128
16 TRANSFER OF REQUIREMENT AND AVAILABILITY CHECK 132
SAP
SAP
SAP R/3
ORACLE
PEOPLESOFT
JDEDWARDS
BAAN
ORACLE U X X X X
PEOPLESOFT X X X X U
JDEDWARDS X U X X X
BaaN X X X U X
SAP R/3 U U U U U
ROOTS OF SAP
R/3 stands for Real time 3 tier architecture. Tier is nothing but a scope of
computer.
Database Layer
Application Layer
Presentation Layer
Database Layer is Back end
Database Layer
Application Layer
| | | | |
CL1 CL2 CL3 CL4 CL5 (CL client)
Database Layer
WP WP WP WP
Despatcher
SAP has own database is called SAPDB. Its having 28,173 default tables.
ROLES OF AN ABAPer:
2. System Modifications
User Exit -- Screen Exit, Field Exit, Menu Exit and Customer Exit.
3. Generating Reports.
----> Issues
BUSINESS PROCESS
Inquiry
|
Quotation
|
Purchase
Order
|
Sales
Order
|
Outbound
Delivery
|
Sales
Invoice
To Configure and Customize SAP : SAP design certain tools. That are
PATH:
Logistics
Tools
Customizing IMG
SPRO Edit Project
SAP reference IMG
DEFINITION
1.DEFINE COMPANY (RCOMP) : Company is an highest Organizational Unit in the
enterprise structure. It represents Corporate Group.
PATH:
IMG
Enterprise Structure
Definition
Financial Accounting
Define Company
Select standard company (1000) click on copy as icon and define company by
changing data.
PATH:
IMG
Enterprise Structure
Definition
Financial Accounting
Edit, Copy, Delete, Check Company Code
Edit Company Code Data.
Choose existing company code ex:1000 click on Copy as icon and define company
code by changing data.
3.DEFINE SALES AREA (TVTA) : TVTA is the Table for sales area. Sales Area is a
Logical Collection of 3 physical organizational units. That are :
PATH:
IMG
Enterprise Structure
Definition
Sales & Distribution
Define, Copy, delete, check sales organization.
Define Sales Organization
Choose existing sales organization ex:1000 click on copy as icon and define sales
organization by changing data.
COMPANY
|
------------------------------------------
| |
Company Code 1 Company Code 2
(IND) (USA)
| |
Sales Area 1 Sales Area 2
| |
Plant 1 Plant 2
Step 1 : End Customer of Sales Area 1 under company code 1 raise the Purchase
Order
to purchase the material.
Step 2 : Sales Area 1 raised the Sales Order to sell the material with reference to
Purchase Order.
Step 3 : When there is no stock in Plant 1, then Sales Area 1 has to raise the
Purchase
Order to purchase the material from Sales Area 2 under Company Code 2.
Step 4 : Sales Area 2 raised Sales Order and directly delivered the goods to the end
Customer of Sales Area 1.
Step 5 : Sales Area 2 raised Inter Company Invoice in favor of Sales Area 1. Sales
Area 1 raised the standard Invoice in favour of end customer and settles
Inter Company Invoice.
To map Inter Company Transactions one customer should be created in SAP and he
should be assign to Sales Organization in IMG.
PATH:
IMG
o Sales & Distribution
o Billing
o Inter Company Billing
o Define internal customer no by Sales Organization.
Assign Factory calendar that usually Sales Organization follows. There we can
define Public holidays, holiday calendar and working days.
Check Rebate Processing Active:
RABATE: Rebate is a special kind of discount which is going to paid to the customer
/ payer based on certain period respectively.
FAQ: What are the pre-requests to configure rebates in SAP System?
Ans: There are 3 controls should be activated to configure rebates. I.e
PATH:
IMG
Enterprise Structure
Definition
Sales & Distribution
Maintain Sales Office.
Choose existing Sales Office Ex: 1000,Click on copy as icon and define Sales Office
(Ex:MSO) Save it and go back.
PATH:
IMG
Enterprise Structure
Definition
Sales & Distribution
Maintain Sales Group.
Go to new entries and define Sales Group (SD1). Save it and go back.
Note: Sales Area, Sales Office, Sales Group and Shipping Point define and maintain
by
SD Consultants.
PATH:
IMG
Enterprise Structure
Definition
Logistics General
Define, Copy, Delete, Check Plant
Define Plant
Choose existing Plant ex:1000,Click on copy as icon, define our plant by changing
data.
FAQ: Can we assign 1 storage location that has been define under 1 plant to another
plant?
ANS: No.
PATH:
IMG
Enterprise Structure
Definition
Materials Management.
Maintain Storage Location.
Specify the Plant under which the storage location is going to be defined in work area
go to new entries and define storage location (SL1) save it and go back.
Plant can have no of shipping points. That means shipping point should be assign to
plant.
PATH:
IMG
Enterprise Structure
Definition
Logistics Execution
Define, Copy, Delete, check shipping point.
Define shipping point.
Choose existing shipping point. Ex:1000Click on copy as icon and define shipping
point by changing the data. (MSP)
ASSIGNMENT
1.Assign Company Code to Company:
PATH:
IMG
Enterprise Structure
Assignment
Financial Accounting
Assign company code to company.
Choose our company code from position (MUL1) and assign company.
2.Assign Sales Organization to Company Code:
PATH:
IMG
Enterprise Structure
Assignment
Sales & Distribution
Assign Sales Organization to Company Code
Choose our company code from find button (MUL1) select it and click on assign icon
and choose our Sales Organization from the list. Save it and Exit.
3.Assign Distribution Channel to Sales Organization:
PATH:
IMG
Enterprise Structure
Assignment
Sales & Distribution
Assign Distribution Channel to Sales Organization.
Choose our Sales Organization (MUHO) from find button, select it, click on assign
icon and select distribution channels (PS and SS) from the list. Save it and Exit.
4.Assign Division to Sales Organization:
PATH:
IMG
Enterprise Structure
Assignment
Sales & Distribution
Assign Division to Sales Organization.
Choose our Sales Organization (MUHO) from the find button, select it, click on
assign icon and choose our divisions from the list. Save it and go back.
5.Set Up Sales Area (TVTA):
PATH:
IMG
Enterprise Structure
Assignment
Sales & Distribution
Set Up Sales Area.
Choose our Sales Organization (MUHO) from find button, select it , click on assign
icon and choose 2 Distribution channels from the list, select one distribution channel,
click on assign icon and choose 2 Divisions from the list.
Repeat the same process for another distribution channel also. Save it and Exit.
Repeat the same process for another 3 Sales Areas also. Save it and Exit.
Choose our Sales Office from find button, select it and click on assign icon, select our
Sales Group from the list. Save it and Exit.
IMG
Enterprise Structure
Assignment
Logistics - General
Assign Plant to Company Code.
Choose our Company Code from find button, select it, click on assign icon, select our
plant from the list. Save it and Exit.
9.SETUP SALES LINE: Sales line is the combination of single Sales Organization,
single Distribution Channel and single Plant. Sales line allows the system to sell
materials from different plants.
It is a pre-requisite for Cross Company Sales.
PATH:
IMG
Enterprise Structure
Assignment
Sales & Distribution
Assign Sales Organization Distribution Channel Plant
Choose Sales Organization from the find button, select the combination, click on
assign icon and choose our plant from the list. Repeat the same process for another
combination also. Save it and Exit.
PATH:
IMG
Enterprise Structure
Assignment
Logistics Execution
Assign Shipping Point to Plant
Choose our Plant from find button, select it, click on assign icon and select our
Shipping Point from the list. Save it and Exit.
PATH:
IMG
Enterprise Structure
Definition
Edit, Copy, Delete, Check Company Code
Copy, Delete, Check Company Code
Click on Organizational Structure
Click on Navigation
Choose our Company Code (Double Click or Choose)
MASTER DATA
Master Data is pool up data. That is going to be created centrally in the System and
made available for documents.
(a) General Data Section (KNA1): In general data section customer personal
details like Name, Address, Postal Code etc is going to be captured.
KUNNR is the field in KNA1 table where the customer number is going to be stored.
(b) Company Code Data Section (KNB1): In company code data section customers
financial details like reconciliation A/C no, Bank A/C no, Insurance No etc., is going to
be stored.
Sales Area Data Section (KNVV): In Sales Area data section customers Sales,
Shipping, Billing details are going to be captured.
FIELD STATUS:
a) Customers (KU)
b) Vendors (LI)
c) Contact Persons (AP)
d) Sales Employee (PE)
Also as a business.
Depending upon the partner type every partner has to fulfill /perform certain
mandatory partner functions. While making transactions with business.
Ex :
PATH: IMG
Financial Accounting
Accounts Receivable and Account Payable
Customer Accounts
Master Data
Preparations for Creating Customer Master Data
Define Account Groups with Screen Layout (Customers)
Select Account Group 0001
Go to details icon, account group 0001 : Name Sold to Party
Check one time Account | |, check account one time A/c if customer belongs to one
time A/c holder.
PATH: IMG
Financial Accounting
Accounts Receivable and Account Payable
Customer Accounts
Master Data
Preparations for Creating Customer Master Data
Create number ranges for Customer A/Cs (XDN1)
Click on Change intervals.
Click on insert intervals icon
Specify number range key - specify lower limit of number range and upper
limit of
Number range and specify current no status as a 0(Zero).
Check external option (If the user has to assign number externally)
Save it.
PATH: same as above and choose our account group 0001 and assign our number
range key, that we defined in the previous step (07). Save it and Exit.
Partner Determination:
Path: IMG
Sales & Distribution
Basic Functions
Partner Determination
Setup Partner Determination
Set up Partner Determination for Customer Master
Go to New Entries
Define Partner Determination Procedure
Ex: Sold to Party
If you use XD01 then Customer Master is going to be created centrally, that means
Company Code data should be maintained.
If you use VD01, then Customer Master is going to be created with specific to Sales
Area, that means Company Code can not be maintained.
PATH: Logistics
Sales & Distribution
Master Data
Business Partners
Customer
Create VD01 or XD01
ACCOUNT GROUP: Choose Account Group ex:0001 from Account Group overview
icon, double click.
Tab2 --- Payment Transactions: Check Payment history records. This control
allows the system to record payment details of this customer in FD32 (Transaction
Code / Customer Master).
SALES TAB: Assign Sales District of a Customer. The value of this field used by
the system for statistical information purpose.
PATH: IMG
Sales & Distribution
Master Data
Business Partners
Customers
Sales
Define Sales Districts
Assign Sales Organization to Sales Group that we defined in IMG. The values of this
fields used by system for statistical information purpose.
PATH: IMG
Sales & Distribution
Master Data
Business Partners
Customers
Sales
Define Customer Groups
ORDER PROBABILITY: Ex: 100% together with Sales Order probability system
determines the chances of completion of line item in the Sales Order.
Ex: If customer makes inquiry, then there is a chances of 30% that he will ask the
Quotation. If Quotation raised, then there is a chances of 70% that he raises the
Purchase Order. Once he raised the Purchase Order, then chances of 100% to
raise Sales Order.
ITEM PROPOSAL / PRODUCT PROPOSAL: This is the concept by which user can
place the order on behalf of the customer have been rExularly purchases same
materials with or without default quantity. It works as a order entry tool. We create
item proposal discounts in VA51, where by using document type PV where we
create. When we list out all the materials that customer rExularly purchases and we
assign the document number in Customer Master Sales Area Data Section sales tab
item proposal field. During Sales Order processing user uses option PROPOSAL
ITEMS.
UNITS GROUP: Ex: PAL Assign unit of measure that customer rExularly
purchases.
EXCHANGE RATE TYPE: Assign exchange rate type for customer. System uses
exchange rate type, if Invoice is going to be settled in currency other than document
currency.
A) PRODUCT PROPOSAL
B) CROSS SELLING
together with document procedure for product proposal. System determines product
proposal or cross billing.
Cross selling is the concept by which business can offer combination material for
ordered material. Ex: for Computer, Computer stand can be suggested.
PATH: IMG
Sales & Distribution
Basic Functions
Pricing
Maintain Price Relevant Master Data Fields
Define pricing groups for customers
Go to new entries and define price groups, Save it and Exit.
PATH: IMG
Sales & Distribution
Basic Functions
Pricing
Pricing Control
Define and Assign Pricing Procedure
Define Customer Pricing Procedures.
Go to new entries and Define customer Pricing Procedure, save it and Exit.
Price List can be defined for group of customers to carry out pricing.
PATH: IMG
Sales & Distribution
Business Function
Pricing
Maintain Price
Relevant Master Data Fields
Define Price List catExories for Customers
Go to new entries and define Price List catExories by customers, save and Exit.
PATH:
IMG
Logistics General
Logistics Info System
Logistics Warehouse
Updating
Updating Control
PATH:
IMG
Sales & Distribution
Business Partners
Customers
Shipping
Define Delivery Priorities
FAQ: How system determines shipping point for a line item in the Sales Order?
ANS: System determines shipping point for a line item in the Sales Order for taking
3 factors into consideration.
A) Shipping Conditions for Customer Master ship to party or Sales Document
header.
B) Sales Document Header loading group from material master
C) Delivery Point.
PATH: IMG
Logistics Execution
Shipping
Basic Shipping Functions
Shipping Point and Goods Receiving Point Determination
Define Shipping Conditions
FAQ: How System Determines Plant for a line item in the Sales Order?
ANS: System follows search criteria for determine plant for a line item in the Sales
Order.
a) System first checks customer material info records. If Plant has been
maintained, then it will take from Customer Material Info records or else it will
go to b
b) Customer Master Ship to Party or else it will go to c
c) Materials Master or else Plant should be determined manually during Sales
Order Processing.
CHECK RELEVANT FOR POD: Proof of Delivery is the concept by which business
can map ACKNOWLEDGEMENT business.
In normal business process business delivery goods to the customer and customer in
term sends acknowledgement for the goods that he received, then only business
raises Invoice. To map this business scenario, proof of delivery can be used in SAP,
that prevents the user from raising Invoice unless and until user confirm
acknowledgment from the customer.
POD TIME FRAME: Specify the time in days up to which system has to wait to
receive POD confirmation, after that period system automatically allows the user to
raise Invoice by assuming that goods reached to the customer place, then user
releases the document by using transaction code VLPODQ (Automatic POD
confirmation).
The value of the field determines whether line item can be splitted or not.
The value of this field restricts Max partial deliveries for line item in the Sales Order,
that means Sales Order line item can be splitted by X / 9.
TRANSPORTATION ZONE: The value of this field used by the System to determine
ROUTE for a line item in the Sales Order as a one of the factor.
BILLING TAB:
FAQ: If Customer Payer accepts invoices and invoice list how do you configure it?
ANS:
CALENDERS
PATH: To define Factory Calendar
IMG
Sales & Distribution
Master Data
Business Partners
Customers
Billing Document
Define Billing Schedule.
INCOTERMS: CIF (Costa, Insurance and freight) Assign Incoterms to change freight
Condition Type (KF00) used by the system in pricing procedure.
International Chamber of Commerce of terms of liability for freight in transit.
The terms and conditions defined by ICC that should be avoid by shipper and ship to
party.
Terms of Payment: Ex: 0001 Payable Immediately Due net
0002 With in 14 days 3% Cash Discount
With in 30 days 2% Cash Discount
With in 45 days due net.
Assign Payment terms for customer / payer according to which customer should pay
the money and Cash Discount will be granted. Condition type SKTO used in pricing
procedure.
PATH: IMG
Sales & Distribution
Master Data
Business Partners
Customers
Billing Documents
Define terms of payment
Go to new entries and define payment terms.
Path is same for incoterms also.
Credit Control Area is responsible to grant and to monitor credit for the customer. It
is a responsible organization unit in FICO module.
FAQ: If ship to party wants to receive shipment on particular day. Ex: Saturday.
How do you configure it?
PATH:
IMG
Sales & Distribution
Master Data
Business Partners
Customers
Shipping
Define Customers Calendar
In the same path define goods receiving hours. Ex: 001 week days.
Assign these goods receiving hours in General Data Section unloading points tab
and goods receiving hours option.
FAQ: Can you create Customer Material info records from customer master?
Ans: Yes
ANS: Yes
PATH: DX02 or VD02 Sales Area section, Extras, Blocking Data, specify the
particular area.
MATERIAL MASTER
FICO Settings: Define and Assign Fiscal Year variant to company code. Fiscal
Year is nothing but a Financial Year.
Path:
IMG
Financial Accounting
Financial Accounting Global setting
Fiscal Year (a) Maintain Fiscal Year variant
Assign Company Code to a Fiscal Year variant.
Choose our company code and assign Fiscal Year variant. Save it and Exit.
Path:
IMG
Financial Accounts
General Ledger
Accounting
G/L Accounts
Master Records Preparations
Assign Company Code to Chart of Accounts.
Choose our company code from position button and assign chart of accounts as a
INT (International). Save it and Exit.
M M Settings
Assign Materials type at company code level (OMSY).
Choose our company code and assign Fiscal Year (Current Year) then specify
posting period accordingly to Fiscal Year variant. If it is K4 then every 3 months as a
period.
Check ABP (Allowed Back posting Periods). Save it and go back.
Choose FERT from position button and click on QTY / Value updating control
button. Choose valuation area (Plant) material type (FERT) and check QTY
updating.
Maintain material master is the involvement of MM, PP, QM, SD, WM, FICO
consultants. Material Masters are maintained with specific to SD division.
MM01 Create
MM02 Change
MM03 Display
PATH:
Logistics
Material Management
Material Master
Material
Create (General)
MM01 Immediately OR
Logistics
Sales & Distribution
Master Data
Products
Material
Other Material
MM01 Create Material
The material that we are going to create belongs to certain industry sectors.
Ex: Chemical Industry, Pharmaceutical Industry etc.,
The material that we are going to created belongs to certain material type.
Ex: Finished Product, Raw-Material, Semi-finished Product etc.,
Depending upon the material type system can understand whether material can be
procured internally or externally. If it is FERT, then both procurements are possible.
If it is a HAWA only external procurement possible so that depending upon the
material type system proposes relevant views.
Basic Data
Sales : Sales Organization Data 1 and 2
Sales : General / Plant Data
General Plant Data / Storage 1
General Plant Data / Storage 2
Accounting Data 1
Click on Organizational levels. Specify our Plant, Storage Location, Sales
Organization, Distribution Channel
Click on continue
Maintain Data in Basic Data 1
Specify description :
Specify Base Unit of measure: (EA)
Specify Material Group : 00104
Grouping of the Materials to generate statistical reports and to carryout pricing.
General item catExory Group: By default it is NORM depending upon the material
type system proposes general item catExory group. The values of this field used by
system as a one of the factor to be determine sales order line item as a Standard
item, Free of Charge item, Service item, Value item and Text item.
Sales : Sales Organization Data1: Sales Unit specify Sales Unit. Ex: Box
Delivering Plant: Assign Delivering Plant from where the material to be picked.
Tax Classification Number: Assign Tax responsibility of the material. The value of
this field used by system as a one of the factor to determine Tax Code.
QTY Stipulation: Minimum Order Qty Ex:10. The order should be placed with this
minimum Qty, otherwise system issued warning message.
Minimum Delivery Qty: Ex: 20 each. The order should be delivered for this
stipulated Qty, otherwise system issues warning message.
General Item CatExory Group and Item CatExory Group: NORM, the value of this
field used by the system as a one of the factor to determine item catExory for a line
item in the Sales Order,
FAQ: How system determines Item CatExory for a line item in the Sales Order?
ANS: System determines item catExory for a line item in the Sales Order by taking 4
factors into consideration.
It is a checking group of availability check. The value of this field defines whether
and how system has to carry out TOR and availability function for this material if it is
placed in the Sales Order and Delivery document. If it is to be carried out, then what
kind of requirement it has to generate whether individual requirements or collective
requirements.
If it is individual requirements, then system creates demand with MRP for each Sales
Order.
With individual requirements we can have a clear view of the requirements for this
material in CO09.
If it is summarized requirements, then system create demands with MRP for this
material at a time. Ex: Weekly once i.e. Monday, when the business raises number
of Sales Orders this kind of requirement to be advisable.
It also defines how long system has to wait i.e. as long as MPR elements (Purchase
Requisitions, Purchase Orders etc) existed or up to RLT time (Replenishment lead
time).
RLT is the time that required by business to procure materials internally or externally.
Extend the material into these 2 views to initiate the stock in storage location or plant.
If it is standard price, then system valuates the stock with out taking inventory
movements into consideration.
It represents cost price. Condition type VPRS used by system in pricing procedure to
calculate profit margin.
DOCUMENTS
Document is nothing but a data container. Document can be used as a proof of
transaction and they can be used to capture transactional details.
a. SALES DOCUMENTS
b. DELIVERY DOCUMENTS
c. BILLING DOCUMENTS
SALES DOCUMENTS:
Sales related Business data is going to captured into sales documents.
4.CUSTOMER COMPLAINTS:
Ex: Credit Memo requests (G2)
Debit Memo requests (L2)
Returns (RE)
Subsequent Free of charge Deliveries (SDF)
Free of Charge Delivery (CD) Samples
Invoice correction request (RK)
To define different types of Sales documents, SAP has given one standard format.
That standard format has an architecture i.e every Sales Document is made up with
3 types
a. Header Level CatExory( VBAK):
At a header level CatExory Data like.. Master Data, Organizational Data etc. is going
to captured. The Data that is going to be captured at header level applies to whole
document. Header Level CatExory is controlled by document type.
Ex: AF, KG, TA, BV, SO etc.
b. Item Level CatExory (VBAP):
Every Sales Documents should have Line Items. Those Line Items contains Data
Ex: Plant, Storage Location, Shipping Point, Route, Net Price etc and the Data
applies to the particular Line Item only. Sales Order Line Items controlled Item
CatExory.
Depending upon the Item CatExory Sales Order Line Item can be controlled with
respective pricing, Inventory management, TOR. (Transfer of Requirement).
Sold to Party :
Ship to Party : HLC
Net Ord
P O No: Val 735
LIST P O Dt:
PR PO GR INV VP
INVOICE (F2)
ATP=WH+PR-PI
WH Warehouse Stock
PR Plan Receipts
PI Plan Issues
The value of this field used by the system to block the document at client level.
Numbers Systems:
In IMG we define number ranges one is with in internal another one is with external
and assign to sales document header. So that system or user assigns number
internally or externally to sales document.
Item number increment and sub-item number increment: Assign item numbers
for main item and for sub-items in the Sales Order. So that system generates line
item numbers and increments accordingly to each and every line item.
FAQ: Is it possible to assign line item numbers manually during Sales Order
Processing?
ANS: Yes
General Control:
CREDIT CHECK
Blank No Credit limit check
A Run simple credit limit check and warning message.
B Run simple credit limit check and error message.
C Run simple credit limit check and delivery block.
D Credit management Automatic credit control.
Assign whether and how system has to carry out Credit Check for the Sale
Document:
Ex: No Check or simple Credit Limit Check. And Automatic Credit Check
In business granting Materials on credit is quite common. While granting Credit to
the customer the business should be very cautious otherwise Business may be
Bankrupted, so as to avoid this kind of situation SAP delivered a Feature called
Credit Management/ Risk Management by using this tool whereas Credit checks can
be carried out while processing the document. Once the Credit Limit has been
exceeded the system response according to the value that will specify in this field i.e.
A to C
(for simple credit check) OR
D- Credit Management: Automatic change according to OVA8 to define Automatic
credit check)
In simple credit check, system gets credit exposure by comparing customer credit
limit with total value of the document + open Items. If credit limit has been
exceeded then system responds according A to C.
In automatic credit check there are various checks available that are:
Dynamic credit check
Static Credit check
Total Document value
Next review date
Critical fields
Highest dunning level and
User Level
CREDIT GROUP:
As Credit related decisions can be taken only at three levels in Business Processes
i.e.
Sales Order level.
Delivery level
PGI Level (Post Goods Issue)
Specify the Application Area where the output determination procedure should be
applied as SD Module there are different documents can be generated with different
output types and send to relevant partner function through whereas transmission
mediums
The value of this field determines how the material can be entered in Sales Order
i.e.
by specifying Material No. or by using product catalogue
ITEM DIVISION:
Check Item Division: This control allows the system to copy its division from
Material Master and proposed into Sales Document. If it is de-activated then system
doesnt copy the Material Division from its material Master and automatically applies
Header division to all the Line Items in the Sales Order.
READ INFO RECORD
CHECK READ INFO RECORD
This allows the system to Read Customer Material Info Record if it is existed.
Check Purchase Order Number: The value of this field checks whether Purchase
Order number is existed or not for this sale document type.
Check Enter Purchase Order Number: If it is activated, then system takes current
date as a P O date.
Commitment Date: The value of this field specifies commitment date for the sales
order line items.
Transaction Flow:
Screen Sequence Group: Ex: AU Sales Order. The value of this field specifies
with screens with sequence they have to be display during Sales Order processing.
In-completing Procedure: Ex: 11. Is a concept by which SAP reminds the user
about the fields in which values has not been maintained while saving the document.
So that the user will have a choice to maintain data in those fields before saving the
document, otherwise the user will have to face the problem while processing
subsequent documents as the values of those fields will have a greater influence on
subsequent documents. Ex: P O Number, Pricing, Payment Terms and Incoterms.
Transaction Group: Ex: 0 Sales Order. The value of this field updates indexes of
the sales document type internally. If the value has not been maintain, then system
can not insert the records.
Document Processing Procedure: Assign Pricing Procedure to sales document.
The value of this field used by the system as a one of the factor to determine pricing
procedure.
Status Profile: In IMG to be define status profile to define system statuses as well as
user statuses for this sales document type.
Alternative Sales Document Type 1 : Ex: Assign RO/SO
Alternative Sales Document Type 2 : Ex: Assign CS/BV
Alternative Sales Document types can be assigned to this sales document type, so
that the user will have a choice to switchover into those documents while processing
this document type.
Pre-requisites:
Variant: In IMG we define variants with held of ABAPers. Ex: Screen Variants by
which default values, default Tabs can be proposed for a sales document type.
The value of this field determines which line status can be displayed during Sales
Order processing.
Function Code for Overview Screen: Ex: UER1 Press Enter to go to General
Over View. The value of this field determines which Tab system has to propose by
default.
Once the user press enter after specifying document type and sales area. It
facilitates order entry.
Quotation Messages: The value of this field reminds the user about the open
quotations if they are existed at header level or item level in a popup box, then the
user will have a choice to complete those open quotations first or the user can ignore
the open quotations and he can proceed.
Outline Agreement Messages: The functionality is the same like above field, but
system shows message about outline agreements. Additional reference to all
contracts for partner is authorized to release. In business Sold to Party or Ship to
Party may be authorize to release the contracts. If the partner is existed in other
contracts and if they are open, then system takes those documents also into
consideration and shows the message.
Message Master Contract: The value of this field reminds the user about the open
master contracts for contract documents. It is relevant for master contracts.
Product Attribute Messages: The value of this field determines system responses if
product attributes are going to be change during Sales Order processing whether
warning or Error messages.
Correction Delivery Type: Ex: LFKO. Assign delivery document type LFKO for
scheduling agreement types to correct the deliveries in scheduling agreement.
System automatically proposes this delivery document type when the user initiates
correction deliveries with reference to this scheduling document types.
MRP for Delivery Scheduling type: The value of this field determines whether
system has to carry out MRP on scheduling agreement line items.
Shipping Section
Delivery Type: Ex: LF. Assign Delivery Document Type LF for this Sales
Document types. So that system automatically proposes this delivery document type
LF when outbound delivery is going to be initiated with reference to this Sales
Document Type.
Delivery Block: Assign delivery block for sales document header so that system
automatically proposes delivery block for all line items in the sales document as
some one in the business has to check sales document before initiating outbound
delivery.
It is relevant for Free of Charge deliveries.
Shipping Conditions: Assign shipping conditions to sales document header. The
system automatically proposes for all the line items in the Sales Order.
The value of this field used by the system as a one of the pre-requisite to determine
shipping point.
This value will be given priority while determining shipping point. It is relevant for BV
and RO.
Shipping Cost Info Profile: Ex: Standard. In IMG we define shipping cost info
profile in which we can specify transactions planning point, shipping type, shipment
cost calculation procedure etc., That is used by system for shipment and
transportation.
BILLING
This section deals with billing activities for this document type.
Assign document type for Delivery Related Billing Type and Order Related items in
the Sales Order. System automatically proposes billing document type F2 for this
sales document type when the billing process is going to be initiated.
Inter Company Billing Type: Ex: IV. Assign billing document type IV the system
automatically proposes for inter company billing transactions.
Billing Block: Assign billing block at sales document header level the system
automatically proposes for all the line items in the sales document before initiating
invoice process has some in the business has to check sales document before
initiating invoice process with reference to this sales document type. It is relevant for
Credit Memo request and Debit Memo request sales document types.
Condition Type line Items: Ex: 02. Assign condition type that is used by system as
a base to carryout pricing based on the Sales Order line item cost.
Milestone Billing: The total value to be billed is distributed between the individual
planning dates. It can be a percentage amount or absolute amount. Ex: It can be
used Projects.
Payment Card Plan Type: Ex: 03 Payment Card. Assign Payment Card plan for
Sales document line item in the Sales Order.
Checking Group: Ex: 01 Standard. Assign checking group to carry out checks on
payment cards.
Requested Delivery Date / Pricing Date / Purchase Order Date: This section
deals with default dates in sales documents for deliveries, Pricing etc.,
Lead Time in Days: Ex: 7. System adds current date to the 7 days and proposes
required delivery date in the sales document.
Proposed Pricing date based on the requested delivery date. The value of this field
specifies which date system has to propose by default for pricing.
Proposed Valid from Date: The value of this fields specifies when the document
should come into force.
Check Propose Delivery Date: This indicator takes current date and proposes as a
delivery date. It is relevant for Cash Sales and Rush Sales.
Check Propose Purchase Order Date: This indicator proposes current date as a
Purchase Order date.
CONTRACT
Pricing Procedure Condition Header: Ex: PABROI. Assign pricing procedure for
contract sales document header level i.e. proposed by system automatically for
contract.
Pricing Procedure Condition Item (PABR02): Assign pricing procedure for contract
document item level that applied to line item.
Contract Profile: Ex: 0001 One Year Contract. In IMG we define contract profiles
in which we define contract starting date, ending date, cancellation rules etc., that is
going to be used by this contract document type.
Billing Request (IRC Debit Request Memo): Assigning Debit Memo Request to
compensate business in service contracts.
Contract Data Allowed: The value of this field specifies whether contract data is
allowed for this document type or not.
If you assign X then the changes that we are going to carried out at header level is
not going to be effected at item level.
If you assign Y that the changes that we are going to carried out at header level
applies to item level.
Follow Activity Type: Ex: 0003 Sales Letter. We specifying follow up activity type
for contract sales document type that is to be created when sales activity is defines
as follow up action which is going to be proposed when the user initiate the creating
of follow up action from follow up action work list. Ex: 0003 Assign to Rent of
Contract (MV).
Subsequent Order Type: Ex: AG. Assign follow up order type automatically
created as a subsequent processing. Ex: A maintenance contract is a validity period
of 1 year for that contract follow up order type AG is assign which is to be created 2
weeks before the contract end date. Then go to outline agreements Contracts
Subsequent Functions Follow up Actions, then system automatically
proposes follow up order type AG that has to be assign to this document type.
Check Update Lower Level Contracts: This indicator causes to update lower level
contracts that are assign to Master Contracts.
Availability Check: Business transaction type OR, SO has to confirm the quantities
system has to carry out availability check. In SAP availability check can be
configured by following 3 methods.
In Rule based availability check system carries out GATP (Global Availability to
Promise) in APO system (Advanced Planner and Optimizer).
CLIENT LANDSCAPE
SCM
SEM APO
R/3
CRM BIW
SRM
R/3 transfer the requirements of the Sales Order or the delivery through APO system
thru CIF (Central Interface) and APO carries out GATP and returns the results of the
GATP to R/3.
If system has to carried out GATP in APO system then in R/3 sales document
header level at availability check session in business transaction field document type
should be assigned.
Go to define sales document types (VOV8) choose sales document type and assign
those 2 number keys in number system section.
Define Order Reasons (OVAU): Go to new entries and define Order Reasons.
Define Usage Indicators: Here scheduling Agreements line item usages defined.
SALES AREA 2: Ex: 0002, 01, 01. If Sales Document type OR to be assigned to
this Sales Area.
Path:
IMG
Sales & Distribution
Sales
Sales Documents
Sales Document Header
Assign Sales Area To Sales Document Type
Path:
IMG
Sales & Distribution
Sales
Sales Documents
Sales Document Item
Define Item CatExories
Completion Rule: It is for Quotation and Contract Items. The value of this field used
by the system to establishment completion rule for a line item in the sales document.
Completion rule defines status of the item as a Completed or being processed
together with a control that is Update Document Flow at copy control of Sales
Document to Sales Document at item level catExory level. This field establishes
completion rule.
Special Stock: In Business certain stock to be created as a special stock for special
business concerns. Ex: Make-to-Order, Configurable Materials, Consignment Stock
and Returnable Packaging.
Consignment Issue: Ex: W
Billing Relevance:
Billing Plan Type: The value of this field specifies billing plan type for this item
catExory. Ex: For Project Related Items. 01 Milestone Billing
Billing Block: Assign billing block for sales document line item level as some of the
business has to check sales document line item before initiating billing document.
Ex: Debit Memo items and Credit Memo items.
Pricing: Ex: X Pricing Standard. The value of this field specifies how the pricing is
to be carried out for this item catExory.
Statistical Value:
Ex: Blank. System will copy item to header totals.
X No Cumulating Values can not be used for statistically.
Y No Cumulating Values can be used for statistically.
The value of this field specifies whether line item price copies to header total or not.
Check Business Item: This indicator determines whether line item business data
defers with header business.
Check Schedule Lines Allowed: This indicator allows the system to create
schedule lines for a line item in the Sales Order. It is relevant for contract items.
Item Relevant for Delivery: This indicator allows the system to create schedule
lines for text items.
Check Returns: This indicator specifies that the sales document line item is return
item. Ex: REN
Check Weight / Value Relevant: This indicator specifies that weight and value
should be calculated for a line item in the Sales Order. It is irrelevant for service
item.
Ex: TAD (Service Item)
Check Credit Active: This indicator allows the system to configure Credit Related
Management functions for this item catExory.
Check Determine Cost: This indicator allows the system to calculate cost of the
material for a line item in the Sales Order. It is pre-requisite for condition type VPRS
(Cost) in Pricing procedure.
General Control
Check automatic Batch determination. This indicator allows to determine Batch
automatically for a line item in the Sales Order. It is a pre-requisite for automatic
batch determination.
Rounding Permitted: This indicator allows to apply rounding profile for a line item in
the Sales Order.
Check Order Qty = 1: This indicator allows sales order line item unit (Order Qty) as
a one. It is relevant for WKN (Value Contract Item).
Transaction Flow:
Screen Sequence Group: Ex: N. The value of this field specifies which screen in
which sequence that are to be displayed at item level during document processing.
Status Profile: In IMG we define status profile by which we can specify system
statuses and user statuses.
Bill of Material / Configuration: This section deals with BOM and Configurable
Materials.
Ex: TAQ, TAE, TAP (BOM items).
TAC (Configurable Item).
BOM items are nothing but structured materials or recipes structured materials made
up with number of components as a header item as well as sub-items.
The value of this field specifies or determines configuration stratExy for the line item.
That means it can under stand whether correct dependences selected or not.
ATP Material Variant: The value of this field determines whether system has to
carryout ATP check on material variants.
Structure Scope: Ex: D Configuration Possible with BOM exposure. The value of
this field causes to expose BOM during Sales Order processing as a single level
BOM, Multi level BOM, Configuration BOM exposure.
Application: Ex: SD01 Sales and Distribution. Specify the application area where
the BOM is to be exploded.
Check Manual Alternative: This indicator allows the user to choose manual
alternatives for BOM items during Sales Order Processing.
Check Parameter Affectivities: By intExrating with Engineering Change
Management cross functionality. The BOM items properties can be changes by
passing certain parameters. Ex: Customer Number, Serial Number, Date.
Value Contracts: This section deals with value contract item catExories. Ex: WKN.
Value Contract Material: Specify value contract item that is going to be participated
in value contract then the system automatically proposes this value contract material
in to value contract document if the user doesnt specify the value contract material in
value contract document.
Contract Release Control: The value of this field determines system response
when the target value of the contract exceeds actual value. I.e Warning Messenger
or Error Message or Blocking Document.
Service Management: This section deals with service items.
Repairing Procedure: In IMG we define repairing procedure in which we specify
stages and actions that are to be carried out for the service item. Control of resource
related billing and creation of Quotations. This section deals with resource related
items.
Ex: Service Man.
Billing Form: Ex: 01 Fixed Rate
02 Costs.
The value of this field specifies how the billing to be carried out for the resource
related items.
DIP (Dynamic Item Processor) Profile: Dynamic item is nothing but a service item.
In IMG we define DIP Profile for dynamic item and assigned at item catExory level.
Define Item CatExory Groups: Depending upon the material type system
catExorized material general item catExory group in the Material Master.
Ex: 0001 Make to Order
0002 Configuration
BANC Individual Purchase Order.
BANS Third Party Item
NORM Standard.
Define default values for material type depending upon the material type that the user
uses while creating material master system automatically proposes general item cat
Exory group in the material master. So that general item v\catExory groups should
be assigned to material types. Ex: FERT = NORM.
Define Item Category Usage: Item catExory usage controls system response during
document processing. If the system does not refer to a material but to a text item.
Ex: Batch Split, Text Item, Service Item with / without billing and Free.
While determining item catExories for a line item in the Sales Order system requires
the usage of the material. That means the line item has specific usage according to
that usage it has to respond.
Ex: CHSP Batch Split
CSEL Cross Selling
FREE Free Goods
PACK Shipping Unit
TEXT Text Item
VCTR Value Contract.
Assign Item Categories (VOV4): Every Sales Document line item is going to be
determine automatically by taking 4 factors in to consideration
Define Reasons for Rejection: In business customers may reject certain items or
business can also reject certain items so that the reasons for the rejection should be
specified in the document for statistical information purpose. Go to new entries and
define reasons for rejection.
Date:14.07.2006
Path: IMG
Sales & Distribution
Sales
Sales Document
Schedule Lines
Define Schedule Line CatExories
CP Deterministic MRP
Business Data :
Delivery Block: Assign Delivery Block for Sales Document line items at schedule
line catExory level so that system automatically proposes delivery block while
initiating outbound delivery for a line item in the Sales Order.
Movement Type 1 Step: In inventory movement the stock updating should take
place at a time at receiving storage location and delivering location in Replenishment
Deliveries (STOs) or manually they should be updated. If automatically, system has
to update the stock in receiving and delivering plant level then that is called as a
Movement Type 1 Step.
Ex: NC Inter Company Replenishment. Movement Type 643 and Movement Type
1 Step 645.
SALES
DOCUMENTS
TYPE
[ TA ]
+ DEFAULT
GENERAL ITEM DEFAULT MRP SCHEDULE
MATERIAL TYPE CATEXORY ITEM CATEXORY + TYPE = LINE
[ FERT ] GROUP = [TAN] [ PD / NIL ] CATEXORY
[NORM] [ CP ]
+
USAGE
[NIL] SCHEDULE CATEXORY
+
HIGHER LEVEL ORD TYPE [NB]
GATEXORY
[NIL] TOR
AVT CHECK
PROD ALL
TA
+
HAWA BANC = ND
+
NIL
+
NIL
TA
+
HAWA BANS = NB
+
NIL
+
NIL
Order Type: If the material is Third Party item then system automatically has to
create purchase requisition for that particular line item in the Sales Order. To create
Purchase Requisition automatically one standard purchase requisition document type
(NB) should be assigned at schedule line catExory level. That assignment triggers
automatic creation of Purchase Requisition.
Ex: 0 Standard
5 Third Party
Check Item Relevant for Delivery: This indicator creates schedule line for a line
item in the Sales Order.
Transaction Flow:
Incompletion Procedure: 30 Delivery Related Schedule Line. In IMG we define
incompletion procedure and assign to schedule line catExory level by which system
reminds the user about the fields in which values has not been maintain while saving
the document.
Check Requirement / Assembly: This control defines that system has to transfer
the requirements for this transaction as well as system starts to create assembly
order. It is a pre-requisite for TOR.
Check Availability: This indicator specifies that system has to carry out availability
check for this transaction.
Check Product Allocation: This indicator specifies that product allocation is active
for this transaction.
TAN + PD = CP
TAN + NIL = CP
TAN + ND = CN (Individual P O)
TAN + NB = CS (Third Party)
ANS: Header Level CatExory, Item Level CatExory and Schedule Line CatExory.
Inquiry AF (VA11):
Path: Logistics
Sales & Distribution
Sales
Inquiry
VA11 Create
Specify Sold to Party, Validity Period and Quantity.
Item CatExory AFN
Schedule Line CatExory AT
VOV8 of AF or IN (Header Level CatExory of Inquiry)
SD Doc CatExory :A
Probability : 30%
Screen Sequence Group : AG
Transaction Group :1
Doc Pricing Procedure :A
Function Code for Overview Screen : UER2
VOV8 of AFN (Item Level CatExory of Inquiry)
Completion Rule : A
Pricing :X
Check Business Item
Check Schedule lines allowed.
Item CatExory Assignment:
AF + NORM + NIL + NIL = AFN
VOV6 of AT (Schedule Line CatExory of Inquiry)
No Schedule Lines for Inquiry
Quotation AG (VA21):
Path: Logistics
Sales & Distribution
Sales
Quotation
VA21 Create
Specify document type AG or QT and click on create with reference, specify Inquiry
Number, Click on selection list, click on copy icon process document.
Alternative Item: By using this concept business can offer alternative item for line
item in the Inquiry or Quotation. The user has to specify line item number in item
catExory AGN.
SD Doc CatExory :B
Probability : 70%
Screen Sequence Group : AG
Transaction Group :2
Doc Pricing Procedure :A
Function Code for Overview Screen : UER2
Completion Rule : AB
Pricing :X
Check Business Item
Check Schedule lines allowed.
Path: Logistics
Sales & Distribution
Sales
Order
VA01 Create
Click on create with reference. Specify offer number (QT)
Click on Selection List.
Click on copy
Specify Material Number, Plant, Storage Location and click on execute icon.
Go to MBIC for initializing the Stock.
Specify movement type 561
561 Receipt Per initial entry of stock balances into un-restricted use.
561E Receipt Per initial entry of stock balances into un-restricted Sales Order.
561K Receipt Per initial entry of stock balances into un-restricted consignment.
561M Receipt Per initial entry of stock balances into un-restricted RTP.
561O Receipt Per initial entry of stock balances into un-restricted with sub
contracting.
561Q Receipt Per initial entry of stock balances into un-restricted Project.
561V Receipt Per initial entry of stock returnable pack at customer.
561W Receipt Per initial entry of stock consignment at customer
Path: Logistics
Logistics Execution
Outbound Process
Goods Issue for Outbound Delivery
Outbound Delivery
Create
Single Document
VL0IN with reference to Sales Order.
Specify Shipping Point, Selection Date (on or after confirmed Qtys Date in the S O).
Specify the Order Number
Specify the Picking Qty
Click on PGI
Invoice (VF01)
Path: Logistics
Sales & Distribution
Billing Document
VF01 Create
Generate Reports:
Path: Logistics
Sales & Distribution
Sales Information System
Standard Analysis
MCTA Customer
And maintain selection screen.
PRICING
Sales Order Configuration:
Revenue Account
Determination
Customer Material
Pricing Procedure:
In the above condition types some are mandatory and some are optional,
To calculate price for particular item certain pricing elements are going to be
participated. Among those pricing elements some are mandatory (Base Price and
Taxes), some are optional (Discounts and Freight). To determine value for particular
pricing element business has to take certain COMBINATIONS into consideration
that are LINKED to pricing elements. To map this pricing procedure in our SAP
system we use a tool called CONDITION TECHNIQUE which is having certain
components that are
Procedure
+
Condition Type Access Sequence Condition Table Condition Records
Process Flow:
PATH: IMG
Sales & Distribution
Basic Functions
Pricing
Pricing Procedure
Define and Assign Pricing Procedure
Step Counter Condition Description From To Manual Manda Statistical Print Sub Requi Alternative Alternative Accoun Accu
Type tory TTL rement formula formula ting rals
for Cond. for Cond. Key
Type Base Val
10 0 PR00
15 0 Gross Value 10
20 1 K004 15
25 2 K005 15
30 3 K007 15
Ex: Step 10
Counter 0
Condition Type PR00
Counter: System uses the counter to count the steps and also it can be used to
count mini steps of same condition types. So that number of steps can be reduced in
the pricing procedure.
a. As a base to the condition type: From column can be used as a base to the
condition type for calculating further value.
b. TO: As a range between the steps From and To columns can be used to
specify the range between same condition types. So that depending upon the
condition types system deducts or adds the total value of those condition
types from specifies common source.
Ex: Step Counter Cond Type Description From To
15 0 Gross Value 10
20 0 K004 Material 15
25 0 K005 Customer/Mat 15
30 0 K007 Customer Disc 15
35 0 Total Disc Val 16 34
Check Manual: This indicator specifies that specific condition type can be
determined manually during Sales Order processing.
Statistical: If the particular condition type specifies as a statistical then the value of
that condition type will not be taken into net value calculates. That condition type
used only for information purpose.
Ex: VPRS Cost should be specified
SKTO Cash Discount also should be statistical
Print: The value of this field specifies whether line item can be printed or not.
If it is Blank It was not printed
X System Prints at item level
S System prints totals level.
Sub-Total: The value of this field determines where the sub-totals are to be stored.
Ex: Specific condition types should be included during Sales Order processing and
should be excluded during invoice credit billing document processing.
Ex: For Rebate condition type VO01 to VO06.
23 only in Billing Document
or 24 only in Billing Document.
Step Counter Condition Type
Path:
VOFM
Requirements
Pricing
Select 23 or 24.
12 Gross Weight
13 Net Weight can be assigned.
Account Key and Accruals: The Value of Sales Revenues, Sales Deductions,
Freight Revenues and Tax Revenues. Rebate Accruals etc., is going to be posted in
respective GL Accounts in FI module. So that respective condition types should be
assigned to relevant accounting keys which interim assign to respective GL Accounts
in SD and FICO intExration. So that system automatically post respective values in
respective GL Accounts in FICO module.
Ex: ERL Sales Revenues
ERS Sales Deductions
ERF Freight Revenues
MWS Taxes on Sales and Purchases
ERB Rebate Sales Deductions
ERU Rebate Accruals
EVV Cash Clearing
PCC Credit Card Charges
PPC Cash Payment
PPS Cheque Payment
UML Plants Abroad.
Path:
IMG
Sales & Distribution
Basic Functions
Pricing
Pricing Control
Define and Assign Pricing Procedure
Define Pricing Procedure Determination
Path: Logistics
Sales & Distribution
Master Data
Conditions
Select Using Condition Type VK11 Create.
Specify PR00
Click on Key Combination and select one condition table
Specify Sales Organization, Distribution Channel, Customer and save it.
Process Flow:
1. Condition Table - V/03
2. Define Access Sequence V/07
3. Define Condition Type V/06
4. Define Pricing Procedure V/08
5. Define Determination Pricing Procedure OVKK
6. Maintain Condition Records VK11
7. VA01
Table is nothing but a combination of variable part, that represents one or more fields
and fixed part i.e. identical for all records.
ANS: Exclusive indicator restricts the system to read condition record for particular
condition table if it finds condition records for one condition table. That means it
stops search procedure with one condition table it finds condition records.
Select Access Sequence and click on Fields Control button and press enter.
Path:
IMG
Sales & Distribution
Basic Functions
Pricing
Pricing Control
Define Condition Types
Maintain Condition Types: Go to New Entries and define condition type name with
description.
Assign Access Sequence.
Assign Positive or NExative for condition amount. Depending up on this sign the
value of the condition type is going to be deducted or added from specified source.
Group Condition Section: This section deals with Group Conditions has pricing can
be carried out on Group of Objects.
Group Condition: This indicator specifies that this condition defined for Group of
Objects.
Group Condition Routine: With the help of ABAPers routines can be written to map
different business cinereous for Group Conditions. Ex: If the Business wants to grant
discounts based on weight of the Sales Order line items.
The value of this field determines whether specific condition type can be determined
manually or not during Sales Order processing.
Ex: C
Check Header Condition and Item Condition: In SAP there are two types of
condition types are existed.
a. Header Condition: The value of the Header Conditions applies to whole
items in the sales order. Header condition doesnt have any access
sequence. So that the values should be maintain manually during Sales
Order processing at header level.
For Header Conditions access sequence can be maintain.
Ex: HA00, HB00, HD00
b. Item Condition: The values of the item condition applies to a particular line
item in the Sales Order. So that for item condition access sequence can be
maintain and condition records can be maintain.
Ex: PR00, K004, K005 and K007
Check Delete: This indicator allows the system to delete condition type during Sales
Order processing. This deletion doesnt effect V/08.
Check Amount / Percentage: This indicator allows the user to change condition
amount during Sales Order processing. This changes doesnt effect Master Data
(VK11)
Check Value: This indicator allows the user to change condition value during Sales
Order Processing.
Check Qty Relation: It specifies whether conversion factor for the units of measure
in condition of this type can be changes during document processing.
Ex: 1 Box = 10 each items maintained in condition records. During Sales Order
processing it can be change as a 20 each items.
Calculation Type: This indicator controls to change calculation type during Sales
Order processing.
Valid From: The value of this field specifies when this condition type is valid in
pricing procedure.
Valid To: The value of this field specifies how long this condition type remains valid.
Deletion from Data Base: The value of this field determines system response if the
condition record is going to be deleted from the database. If it is blank, so that
condition record can not be used in pricing. If it is A, condition record deleted from
database then system gives a popup box in which it will ask whether the condition
records can be deleted or deletion indicator is set. If you set B, condition records will
be deleted but system shows popup box only if the condition records contain
condition supplements.
Check Condition Index: Condition index can be created for particular condition type
to maintain condition records.
Check Condition Update: Together with condition index Condition Update allows
to restrict the usage of the condition type for limited Sales Orders or for particular
condition base value or condition value.
Scales Section: Scale is nothing but a range of Qty or Value. In the business when
Qty is going to be increased discount should be increased.
Scale Basis: Assign Scale basis for condition type based on the pricing element.
Ex: C Qty
Check Value: Ex: A Descending. Assign checking rule for scale rates.
Scale Type: Assign Scale type depending upon the pricing element.
A Base Scale
B To Scale
C Graduated to interval scale.
Scale Formula: To map different cinereous in scales with the help of ABAPers
routines can be written in VOFM transaction code.
Unit of Measure: Assign unit of measure the system automatically proposes for
scales while maintaining condition records. Ex: PAL Pallet Discount.
Control Data 2 Section: It controls the currency conversion where the currency in
the condition records valid with document currency. Ex: In VK11 condition amount
maintain as a INR and Sales Order raised to US Dollars. To calculate condition
value in the document, system multiplies the amount that results from condition
records by the item Qty. Ex: 1 item cost = 1 Dollar. Order Qty = 10 items then
condition value is 10 dollars. This indicator controls whether system carries out
currency conversion before or after the multiplication. If you check this field then
system converts condition value into document currency after multiplication. If it is
uncheck the system converts the condition value into the document currency before
multiplies.
Check Accruals: This indicator specifies that system post the amounts resulting
from this condition type to Financial Account as a accruals. If it is check then system
shows this condition type in Sales Document as a statistical condition. Ex: Freight
Conditions.
Check Invoice List Condition: This indicator specifies that this condition type is for
internal costing purpose.
Check Inter Company Billing: This indicator specifies that this condition type is for
inter company billing. Ex: PI01 Absolute Amount and PI02 Percentage Amount.
Check Service Charge Settlement: This indicator specifies that trading contract
conditions should be calculated using the Vendor billing document.
Check Variant Condition: This indicator specifies that this condition type is variant
pricing for configurable materials. Ex: VA00 Absolute Amount and VA01
Percentage Amount.
Qty Conversion: This field controls the Qty conversion during determination of
condition basis. It is only relevant for calculation rule C and it is relevant if the
sales Qty unit and condition Qty unit as identical/ If it is de-activated the condition
basis Qty is converted via Qty to the stock keeping unit, this means that the condition
Qty is determined for planned factors. So that changes to the conversion in the
delivery or the orders are not taken into account. If it is activated then system takes
document Qty that means actual Qty.
The value of this field specifies when the pricing date to be taken into consideration
for this condition type.
Text Determination
Text Determination Procedure and Text ID: In IMG we define text Ids and assign ti
text determination procedure to propose text for condition types.
Path:
IMG
Sales & Distribution
Basic Functions
Pricing
Pricing Control
Define and Assign Pricing Procedure
Select Pricing Procedure Determination
Go to New Entries and specify your Sales Area, Document Pricing Procedure,
Customer Pricing Procedure and assign default Pricing Procedure and Condition
Type.
Maintain Condition Records (VK11): Specify condition type ZPR and click on
condition records, select condition table and maintain condition record and save it.
Go to VA01 and raise the Sales Order and check the values.
SYSTEM MODIFICATIONS
Define Pricing Procedure based on Customer classification. Customers are
classified as a A,B,C in KNVV Table/ KLABC field.
Path:
IMG
Sales & Distribution
Business Functions
Pricing
Pricing Control
Define Condition Tables
Condition: Allowed Fields
Create Condition Tables
And specify condition table number and choose field Standard Price (STPRS).
STPRS not existed in the field catalog. When the field is not available in the field
catalog then the field can be included in the field catalog by going to condition :
allowed fields option.
Go to New Entries and include field STPRS.
SPART =
KOMG
WERKS [Field Catalog V/03]
LGORT
VSTEL
Path:
IMG
Sales and Distribution
System Modifications
Create new fields (Using condition technique)
New fields for Pricing
Select use include for new fields in dictionary (Batch Determination)
Pricing Exercises
Select A and assign condition exclusion group Y001 and save it.
Go to VA01 and raise the Sales Order and go to conditions and check the values.
Configuration Settings:
Go to New Entries and assign Condition Type with out any controls.
10 0 PR00
15 0 K004
20 0 K005
Go to VK11
Specify condition type PR00
Maintain Condition Record
Select Condition line item
Go to goto button, condition supplement and maintain validity
periods
And maintain condition records K004 and K005. Save it and go to
VA01
And raise the Sales Order, go to item condition screen and check condition
supplement effect.
2.a)Scales
Scale is nothing but a range of Qty or Value. In the business when the qty is
going to be increased prices should be decreased and discount should be increased,
for all condition types scales can be maintained.
Configuration Settings:
Go to V/06 of PR00
Scale Basis C
Check Value A
Scale Type Blank can be maintained in conditions
Save it.
Go to VK11/VK12
Select condition line item
Go to goto button and Scales or Scales icon.
From 1 1000
11 900
21 800
31 700
41 600
50 500 and so on..
and go to VA01 and raise the Sales Order for 50 items and go to conditions screen
and check scale effect.
2.b) Graduated Scales: In graduated scales system averages the Base Price
depending upon the order Qty. It is a pro-business condition type. Hidden costs can
be mapped.
Header Conditions
4) PN00 Net Price: Net value for line item can be de-activated manually during
Sales Order processing. System de-activates actual condition types during Sales
Order processing.
V/06 of PN00
Access Sequence NIL
Condition Class B
Calculation Type C
Manual Entries Blank
Check Item Condition
Go to V/08 and include PN00 with manual option.
Requirement = 2
Alt formula for Condition Type = 6
Go to VA01 and raise the Sales Order and determine Net Price of line item manually.
5) PMIN Minimum Price: By using condition type PMIN line item Net Price can be
determine manually for particular material. The difference amount taken by the
system as a surcharge.
V/06 of PMIN
Access Sequence K004
Condition Class A
Calculation Type C
Manual Entries C
Check Item Condition
Go to V/08 and include PNIN after Net Value per Item with Requirement = 2
Alt formula for Condition Type = 15 save it
Go to VA11 and maintain condition record for PMIN.
Go to VA01 and raise the Sales Order and check PMIN effect.
6) SKTO Cash Discount: Cash Discount can be granted for particular customer
and material. System takes second percent rate of payment Terms.
It is a statistical condition.
Check Cash Discount should be activated in Material Master.
Make sure that Payment Terms in the Customer Master should have been maintain
as a minimum 0002.
V/06 of SKTO
Access Sequence NIL
Condition Class A
Calculation Type A
Condition CatExory - E
Check Group Condition
Manual Entries D
Check Item Condition
Go to V/08 and include SKTO with Requirement = 9
Alt Condition Base Price = 11 save it
Go to VA01 and raise the Sales Order and go to item condition screen and check
SKTO Value.
7) EDI1 and EDI2 Customer Expected Price and Value: In the Business,
customers express Price for the material. Business may accept it and reject it.
Customers expected price can be received thru EDI system or manually can be
entered. If there is any difference the customer expected price then billing document
can be blocked for that Sales Order. Then concern person in the business can
release the Sales Document by accepting or rejecting customer expected price.
V/06 of EDI1
Access Sequence NIL
Condition Class B
Calculation Type C
Condition CatExory - J
Check Header Condition
Check Item Condition
V/06 of EDI2
Here calculation Type is B remain same as EDI1
Go to V/08 and include EDI1 with manual option and Alt formula for Condition Type =
8 and include EDI2 also in the same procedure.
Go to VA01 and raise the Sales Order and include EDI1 value manually.
Go to VL01 and VF01 and raise Invoice, system blocks the Document.
Go to V.25
Path: Logistics
Sales and Distribution
Sales
Information System
Work lists
V.25
Release Customer Expected Price
Specify User Name and Sales Area
Click on Execute.
Select Sales Orders and click on release.
Save it and go back.
Go to VF01 and raise the Invoice and save it.
8) VPRS Cost: VPRS condition type can be used to calculate profit margin. This
condition copies cost price from the material master (Accounting 1 View). Check
determine cost should be activated at V0V7 of TAN.
V/06 of VPRS
Access Sequence NIL
Condition Class B
Calculation Type C
Condition CatExory G
Manual Entries - D
Check Item Condition
Go to V/08 and include condition type VPRS with statistical check
Sub-total = B
Requirement = 4
The next step include profit margin with Alt formula for Condition Type = 11 and save
it.
Go to VA01 and raise the Sales Order.
PRICE GROUP 02
CONDITION TYPE 200/-
SALES ORDER
CUSTOMER PRICE GROUP 02
ITEM 10 ITEM 20
NET VALUE PER ITEM 100 60
AMIW 125 75
AMIZ 25 15
TOTAL VALUE 125 75
Configuration Settings:
In VD01 Customer Price Group should be maintained in the Sales Area Data
Section.
V/06 of AMIW
Access Sequence K020
Condition Class A
Calculation Type B
Puls / Minus Blank
Check Group Condition
Manual Entries - D
Check Item Condition
V/06 of AMIZ
Access Sequence K020
Condition Class A
Calculation Type B
Manual Entries C
Reference Condition Type AMIW
Check Reference Application
Go to VK11 and maintain condition records for 2 materials as a 100 and 60, and maintain
condition records for AMIW for customer price group = 02 as a 200 save it and exit.
Go to VA01 and raise the Sales Order and go to Header Condition Screen.
Go to VK11 and maintain condition records for K029 with Material Price Group 01
with scales as follows
1 Kg 10.00
11 20 Kg 20.00
21 30 Kg 30.00
> 31 Kg 40.00
Go to V/08 and include K029 condition type between discount condition steps.
Go to VA01 and raise the Sales Order for 2 Items.
11.a) Pallet Discounts: Discounts can be given to Full Pallet and on Mixed Pallet.
Surcharge can be charged on insufficient Pallets as well as Mixed Pallet.
Create 2 Materials
Base Unit = PAL
Sales Unit of Measure = EA
Conversion factor 1 Pallet = 50 Each Items.
Condition Type = KP00 Pallet Discount
Discount can be granted on Full Pallet.
V/06 of KP00
Access Sequence K007
Condition Class A
Calculation Type C
Plus / Minus X
Manual Entries C
Check Item Condition
Unit of Measure PAL
Go to V/08 and include condition type KP00 with requirement = 2
Alt formula for condition Base Value = 22
Go to VK11 and maintain condition records for KP00 for Customer.
Go to VA01 and raise the Sales Order and check the values.
11.c) KP02 Mixed Pallet Discount: Discounts can be granted on mixed pallet.
V/06 of KP02
Access Sequence K007
Condition Class A
Calculation Type B
Plus / Minus - X
Check Group Condition
Check Item Condition
Scale Basis C
Check Value - A
Unit of Measure PAL
Go to V/08 and include condition type KP02 between Discount Condition steps.
Go to VK11 and maintain condition records for KP02 as a Rs.5/- surcharge.
Go to VA01 and raise the Sales Order and check the values.
FREE GOODS
Free Goods: In every Business granting Free Goods is quite common to encourage
sales and to grant privilExes. In SAP Free Goods can be configured by following 2
methods.
a. Manual
b. Automatic.
A. Manual: By specifying higher level item catExory for a line item user can
determine Free Goods manually.
Go to Va01 and raise the Sales Order for two line items.
VOV4 of TANN
Sales Document Type = OR
Item CatExory = NORM =TANN
Usage = FREE
Higher Level CatExory = TAN
Note: In Inclusive other material cant be given as a Free of Goods item for order
item.
Ex: For A, B cant be given.
c. Maintain Access Sequence: Define Access Sequence. Ex: NA00 Free Goods
and Assign Condition Table, that has been created in previous step.
d. Maintain Condition Types: Define Condition Type NA00 and Assign Access
Sequence NA00 and save it.
e. Maintain Pricing Procedure: Define Free Goods Pricing Procedure NA0001 and
Assign condition type NA00.
f. Active Free Goods Determination: Go to New Entries and specify Sales Area,
Document Pricing Procedure, Customer Pricing Procedure, Assign Free Goods
Pricing Procedure and save it.
Path: Logistics
Sales and Distribution
Master Data
Conditions
Free Goods
VBN1 Create
Specify Discount Type NA00
Click on Key Combination
Specify Sales Organization, Distribution Channel, Customer and Validity Periods
Maintain Entries
Specify Order Material
Specify Minimum Qty. Ex: 10
Specify From Qty (From where Free Goods are applied). Ex: 10
Specify Unit Measure EA
Specify Free Goods Qty = 1
Specify Unit of Measure of Free Goods
Specify Calculation formula for Free Goods (Routine)
Standard Routines:
1.PRORATA: If for 100 Materials 20 Materials are Free, then business can say that
buy 100 get 20 free.
If Order Qty is 162 that system automatically grants 32 as a Free Goods Qty. That
means [162*(20/100)].
2.UNIT REFERENCE: For 100 Materials 20 are Free then Business can say that Buy
100 get 20 Free for every full of 100 materials purchased. That means for 162 order
Qty, system automatically grants only 20. That means [100*(20/100)].
3.WHOLE UNITS: For 100 items if 20 items are Free, then Business can say that for
every 100 items get 20 Free for each increment of 100 items. That means if Order
Qty is 162, system grants only 0 as a Free Goods Qty.
Path:
IMG
Sales and Distribution
Basic Functions
Free Goods
Conditions
Free Goods Pricing
Control Pricing for Free Goods Item CatExory
Choose Item CatExory TANN and assign Pricing as a B
Maintain Condition Type for 100% Discount
Define Condition Type. Ex: R100 100% Discount
Access Sequence NIL
Condition Class A
Calculation Type A
Plus / Minus X
Manual Entries D
Check Item Condition
Save it.
Maintain Pricing Procedure for Pricing: Choose our Pricing Procedure and include
Condition Type R100 between Discount condition steps by specifying Requirement =
55
Alternative formula for Condition Base Value = 28 save it and exit.
Set Transfer of Costs to Main Item: The Free Goods costs should be transferred to
main item for CO/PA analysis.
Choose Billing Document Type - F2
Delivery Document Type LF
Click on details icon, then click on display to change icon.
Again choose F2 to LF and click on item folder.
Choose item catExory TAN.
Go to details icon and check cumulative cost. Save it and exit.
Go to VA01 and raise the Sales Order and check Free Goods item Pricing.
Exclusive: In Exclusive, system configures Free Goods excluding Free Goods Qty
from Order Qty. That means for 10 items 1 item is free, then system configures Free
Goods as a 10+1.
In Exclusive other items can be given as a Free Goods Item than Order Item.
Go to VA01 and raise the Sales Order and check the EXCLISIVE effect.
Condition Type NRAB: When the Customer wants to deduct the Free Goods Qty
cost from main item cost and he doesnt receive Free Goods Qty, condition type
NRAB can be used. NRAB condition type doesnt display the Free Goods item in
the Sales Order and it deduct the Free Goods Qty cost from the main item cost. That
means for 1 item cost Rs.100/- then for 10 items system charge only Rs.900/- but 10
items can be given.
Note: It applies only for Inclusive option.
Configuration Settings: Define Condition Type NRAB
Make sure that Free Goods catExory should have been assign as a 3 Inclusive
Rebate (Without Item Generation). Save it.
Go to VA01 and raise the Sales Order and check NRAB condition effect.
Condition Maintenance:
The changes that we are going to carried out during Sales Order level that applies to
only for that particular transaction. The changes doesnt reflect Master Data.
If the changes should effect, then that should be carried out at Master Data level.
Condition records can be maintain by using VK31, VK11 and V_17.
a. Transaction Code VK12 Change Condition Records with Key Combination.
Specify Condition Type PR00
Click on Key Combination
Select the Condition Table
Maintain Selection Screen and click on Execute Icon and carry out changes. Save it.
Go to VA01 and raise the Sales Order and check condition amount of PR00 value in
Item Condition Screen.
b. Lower Limit and Upper Limit: To control the user, while manipulating condition
amount during Sales Order processing lower limit and upper limit can be specifies.
This limit can be specifies in 2 areas.
Path:
IMG
Sales and Distribution
Basic Functions
Pricing
Pricing Control
Define Condition Types
Define Upper Limit and Lower Limit for Condition Type.
Go to goto button
Click on Details
Specify Lower Limit and Upper Limit for condition rates.
Save it.
Go to VA01 and raise the Sales Order and go to item condition screen and
manipulate the amount according the limits. It applies only for specific condition
records.
Change Condition Records: SAP records changes that we are going to carried out
for particular condition records.
If you want to deduct certain Percentage or certain value, specify (minus) symbol to
the absolute amount or percentage.
Condition Index: For every condition type we can create condition index by which
we can maintain condition records (V_17 Create Condition, V/15 Change
Condition, V/16 Display Condition).
Go to V/08 and include condition type (Ex: Y005) between Discount Condition Types.
Go to VK11, specify condition Y005 and maintain records and save it.
Go to VK12, click on select using Index
Select our condition table that we created for condition index.
Maintain selection screen
Click on execute
Change the Condition Value and Save it.
Copying Rules for Conditions: Conditions and Condition Tables can be copies with
each other.
Same condition types with same condition tables can be copied.
Same condition types with different condition tables can be copies.
Due to this copy control function number of condition records can be copied from
single condition record.
a. Copying Rules for Condition Types: Here source condition K004 can be copied
into target condition table K004.
b. Copying Rules for Condition: Here source table ex:4 can be copied into target
table 29. Ex: Customer Group 01 and Customer Pricing Group 01 copied into
Customer Group 02 and Customer Pricing Group 02 by using condition type K020.
Go to V/08 and include condition type K020 between Discount condition Types.
Go to VA01 and raise the Sales Order for 01, 01 combination customer.
Go to Item Condition Screen and check whether system has taken K020 value or
not. (System Applies K020 value since condition records are maintained for 01,01
combination) save it and exit.
Go to VA01 and raise the Sales Order for 02,02 combination customer then go to
item condition screen and check K020 values has taken or not. (System doesnt
apply the value since condition record for K020 for 02,02 combination has not been
maintained)
Go to VK12 of K020 with 01,01 combination
Select condition line item
Click on copy condition icon
Specify the target customer price group 02, target condition type K020.
Click on Execute
Select Copying option and click the continue, save it and go back.
Pricing Reports: Pricing Reports can be generated for all kinds of pricing elements.
This process consists of 2 pages.
Path: IMG
Sales and Distribution
Basic Functions
Pricing
Maintain Pricing Report
Create Pricing Report
Specify Name of the List. Ex: Z1 and Title Pricing Report. Ex:Y005
Press Enter
Select KUNNR/MATNR
Go to Edit
Continue with END (Shift F7) to define the structure.
Select Table Customer/Material
Click on continue and specify the layout with fields and then positions.
b. Run the Report (V/LD): Specify report and click on execute. Maintain selection
screen and click on execute and check the report.
Revenue Account Determination: The values of Pricing Elements that are Sales
Revenues, Sales Deductions, Freight Revenues and Tax Revenues etc., are going
to be posted in respective GL A/cs in FICO Module through Accounting Keys that we
are assign to each and every pricing element in definition of pricing procedure. If
these accounting keys are assigned with respective GL A/cs then system post /
transfer the billing document information into FICO module and shows the status of
the Invoice Documents as OPEN otherwise system shows the status of the
document as a Account Determination Error.
Path:
IMG
Financial Accounting
Financial Accounting Global Settings
Document
Posting Periods
Define Variants for Open Posting Periods.
c. Assign Variants to Company Code: Choose our Company Code and assign
posting period variant as a 1000 and save it.
SD Configuration Settings
1. Create Customer Master by using Transaction Code XD01 and make sure that
reconciliation account, Sort Key, Account Assignment Group (ex:01 Domestic
Revenues) in Billing Document Tab.
2. Make sure that Account Assignment Group for Material in Sales:Sales Orgn Data
2 maintain in Material Master.
3. Check Master Data relevant for Account Assignment.
Path:
IMG
Sales and Distribution
Basic Functions
Account Assignment/Costing
Revenue Account Determination
Check Master Data Relevant for Account Assignment
Go to VF02
Click on Accounting Overview Icon and select accounting document.
Go to VA02 and check the document flow.
ROUTE DETERMINATION
For each and every line item in the Sales Order Route can be determined
automatically. Route may consists different stages with different transportation
connection points or lExs. The material can be transported from source to
destination by using different mode of transports with different shipment types.
Route can be determined for a line item in the Sales Order. Route can be re-
determined at delivery document header level by taking Weight Group into
consideration.
Configuration Settings:
Path:
IMG
Sales and Distribution
Basic Functions
Routes
Define Routes
Define Modes of Transports and define 01 Street, 02 Train, 03 Ship as a
mode of transport.
b. Define Shipping Types: Ex: Truck, Mail, Train and Ship. Define Shipping types
and assign mode of transport.
Scheduling:
Transit Time in Days: Is the time that company requires to deliver the goods to the
customer via this route. System uses this transit time fro delivery scheduling as well
as other time estimates (ex: Loading Time) to determine the dates by which routes
must be available for picking, packing and loading.
Travel Duration in Hours / Minutes: Specify the number of Hours or Minutes that
Business requires to deliver the goods to the Customer Via this Route.
Transportation Lead Time in Days: Specify the number of days that business
required to organize the shipment.
Transportation Lead Time in Hours: Specify the time in Hours to organize the
shipment.
Specify the allowed weight: Specify the Factory Calendar.
Save it and click on Route Stages control button under dialog section.
Click on Add New Entry Icon.
Route Determination
NOTE: This value proposed into Customer Master General Data Session.
Choose shipping point and country and assign our Transportation Zone. Save it and
Exit.
Go to New Entries
Specify Country of Departure Zone (IN)
Specify Departure Zone (Ex: Coastal Zone)
Specify Destination Country (IN)
Specify Receiving Transportation Zone
Select the combination and click on Route Determination without Weight Group
(Order)
Go to New Entries
Specify Shipping Conditions, Transportation Group and Assign our Route. Save it.
For Customer QT document output can be generated in the form of Smart Forms
with required format by getting Technical Assistance for ABAPers and can be
transmitted by using Local Printer, Fax, Telex, Email, EDI (Electronic Data
Interchange) or main as a transmission medium like QT outer confirmation, Delivery
Note, Shipping notification to C&F Agent, Invoice to Payer can be transmitted.
Output can be determined for specific partner function from Customer Account
Group as well as by using condition technique.
Path: IMG
Sales and Distribution
Basic Functions
Output Control
Output Determination
Output Determination using the Condition Technique
Maintain Output Determination for Sales Documents
b. Maintain Access Sequence: Here Access Sequence 0002 or 0010 Order Type
define and Condition Table 007 Assigned.
AF00 Inquiry
AN00 Quotation
BA00 Order Confirmation
BA01 EDI Order Response
KRML Credit Processing
MAIL Internal Message
RD03 Cash Sales Invoice
Z003 Plant Sales Invoice
Choose BA00
Click on Display to Change
Again select BA00 and Click on copy as Icon
Define Output type by Changing Data. Ex: YA00 Order Confirmation.
General Data: Access Sequence (0010) assign access sequence that has been
defined in previous step.
Check Access to Condition: Depending upon this control system determines output
from Customer Group or by using Condition Technique.
Check Can not be Changed: This indicator determines whether certain outputs
Direct Mailing can be changes during Document Processing.
Check Multiple Issuing: This control determines whether output can be determined
multiple types ex: If Sales Order sent to the Sol to Party with 10 line items as a Order
Confirmation after sending Order Confirmation Sold to Party requested to add
another 2 items, so that output can be re-determined by adding 2 line items and
issue to the Sold to Party.
Check Partner Independent Output: This control allows to define output type to
specific partner function.
Check Do Not Write Processing Log: This indicator specify system has to write
processing log or not.
Change Output:
Program: With the help of Technical Consultants Business can inform the customer
about the changes to the output that was already sent to customer. This routine
checks what kind of changes should be effected in the new output.
Programme: By Technical Assistance we can have different Text and Text Symbols
on output. Ex: Output Title, P O Number and Date.(Default Values)
Dispatch Time: Ex: Send immediately when saving the application. The value of
this field determines how the output should be dispatched. That means periodic job
allowed or not. Ex: Output type RD03 Cash Sales Invoice should be assigned with
send immediately (when saving the Application).
Time: Check Timing 1 (Periodic Job not allowed). This control determines periodic
job for output processing.
Storage System: The value of this field specifies archiving mode of output of Sales
Documents.
Print: Print Parameter : Sales Organization. Pass the Print parameters to get the
Print.
Document Name: WF MC Specify the folder name thru which output is going to be
transmitted the mails.
Path: Logistics
Sales and Distribution
Master Data
Output
Sales Document VV11 Create
Specify our Output Type
Specify our Sales Document
Sal Doc Type Partner Function Trans. Medium Dispatch Type Language
OR SP 1 4 EN
Define Text Determination for Customer Master and Define Text Type:
Path: IMG
Sales and Distribution
Basic Functions
Text Control
Define Text Types
Select Customer/S&D
Click on Text Types
Go to New Entries and Define Text Type Ex:Z1 and save it.
Select Customer/S&D
Click on Change
Go to New Entries
Define Text Determination Procedure. Ex: Z1
Assign Text Type to Text Determination Procedure
Select our Text Determination Procedure
Click on Text ID s in Text Procedure Control button under dialog structure
Go to New Entries and Specify our Text ID. Ex:Z1 and Sequence Number
save it and go back.
Assign Text Determination Procedure to Customer Account Group
Select our Text Determination Procedure
Click on Text Procedure Assignment under dialog structure
Choose out Account Group 0001 and assign our Text Determination Procedure. Ex:
Z1
Save it
Go to XD02 or XD01
Sales Area Data Section
Extras, Text
Specify Language EN
Describe and Specify the Text
save it and exit.
Text can be determined at Sales Document Header level or it can be imported from
Customer Master. SAP uses Condition Technique to determine text.
Path: IMG
Sales and Distribution
Basic Functions
Text Control
Define Text Types (VOTXN)
Go to New Entries
Define Text Determination Procedure. Ex: YT
save it and exit.
Text ID: Assign Text ID (Y1) that we defined in the previous step.
Specify Sequence No. 10
Check Reference: This indicator specify that the text is reference or copies from
preceding object. (Ex: Customer Master)
Text in Obligatory: Ex: Text will be displayed during copying. The value of this field
specifies whether text is obligatory or not and if it is obligatory the how it is to be
displayed.
SAP uses Condition Technique to determine relevant Partner Functions for the
objects like Customer Master, Document Header and Item CatExories.
SAP determines relevant Partner Functions to the Customer Master by following One
Partner Determination Procedure that is going to be defined in IMG and assigned
with relevant partner functions depending upon the Account Group.
A. Define Account Group: Ex: Y001 for Sold to Party. Sold to Party performs Ship
to Party, Bill to Party and Payer partner functions also. So that the user should
maintain data in Sales, Shipping, Billing Tabs. So field status should be maintain
Required or Optional to each and every field depending upon the field priority.
Path: IMG
Financial Accounting
Accounts Receivable and Account Payable
Customer Accounts
Master Data
Preparations for Creating Customer Master Data
Define Account Group with Screen Layout (Customers)
CPD One time Customers
CPDA One time Customer
Go to New Entries
Specify the Account Group Name with Description Ex: Y001 Sold to Party
One Time Account
Output Determination Procedure.
Maintain field status in General Data, Company Code Data, Sales Data.
Specify the Current Number and External if Customer Number assigned externally.
Save it and exit
SD Configuration Settings
Define Partner Functions:
Path: IMG
Sales and Distribution
Basic Functions
Partner Determination
Set up Partner Determination
Error Group: Incompleteness Procedure for Partner Functions. That reminds the
user about the fields in which values has not been maintained while saving the
Document.
Higher level Partner Functions: Some Partners may have superior partner
functions. Then they should be assigned. Ex: Credit Representative (KB) has higher
level partner Credit Manager (KM), that are belongs to Partner Type PE (Personnel).
So that KM should be assigned to Kb as a higher level partner functions.
Unique: This indicator specifies that specific partner function is unique in the Partner
Determination Procedure. That means a single person only performs that partner
functions. Ex: SP
Customer Hierarchy Type: Specify the Customer Hierarchy Type it relevant Partner
is participating in Customer Hierarchy.
Choose out Account Group (Y001) and Assign Our Partner Determination Procedure
(Y1) and save it.
Go to New Entries and Assign SP, SH, BP and PY to Our Account Group (Y001)
save it and exit.
Go to XD01 or VD01 and create Customer Master by using our Account Group and
check relevant mandatory Partner Functioning proposed in Partner Functions Tab.
To confirm our Account Group, go to Extras Administrative Data in the menu and
check our account group.
Configuration Settings
Path: IMG
Sales and Distribution
Basic Functions
Partner Determination
Set up Partner Determination
Setup Partner Determination for Sales Document Header
Click on Partner Function Combination button
Check SP, SH, BP, PY defined or not.
Save it.
Go to VA01 and raise the Sales Order and specify the Customer Number
Go to goto button, Header, Partners.
INCOMPLETNESS PROCEDURE
Sales Documents, Delivery Documents according to their architecture contains
certain important fields at each level of Document i.e. Header Level, Item Level,
Schedule Lines. The values of those fields will have a greater influence on
processing of subsequent documents. So that value should be maintain in those
fields before saving the document otherwise user may face certain problems while
processing subsequent Documents. So as to avoid this kind of situation SAP
delivered a feature called Incompleteness Procedure which can be defined for at
each level of document. To this Incompleteness Procedure that important fields are
assigned and by using Status Group documents can be block at each level of
processing. If values has not been maintained in those fields.
Configuration Setting for Incompleteness Procedure for a Field Order Reason (AUGRU)
Define Setting Groups: Status Groups Records relevant message about the
missing information and blocks the documents.
Path:
IMG
Sales and Distribution
Basic Functions
Log of Incomplete Items
Define Status Groups
Choose existing status group
Copy and Rename it and check the following
General: This control records certain information about the fields at Header Level.
Ex:PO Number if not maintained.
Check Delivery: This control records certain information about fields. Ex: Shipping
Point at Item level and issued appropriate message on the status bar.
Check Billing Document: This control records appropriate status message if certain
billing information missed. Ex: Payment Terms.
Check Price: This control records appropriate information if data at item level. Ex:
Price has been missed.
Goods Movement: This control records appropriate message if certain information
missed at schedule line level. Ex: Movement Types and Issued appropriate status
message.
It is relevant for Shipping Document.
A Sales Header
B Sales Item
C Sales Schedule Lines
D Partner
F Sales Activity
G Delivery Header
H Delivery Item
Table VBAK
Field Name AUGRU (Order Reason)
Screen for Creating Missing Data KKAU (Sales : Header Sales)
Assign Status Group ZZ
Check Warning This Indicator issues a warning message if the values has not
maintained.
Specify the Sequence Number.
Save it and Exit.
Go to VA01 and raise the Sales Order without specifying Order Reason and check
incompleteness procedure effect.
MATERIAL DETERMINATION
Order Material can be swap with other material. Ex: With the user specified material
A in the Sales Order B can be given to Customer.
When the Business stopped the Production of existing material, that can be swapped
with new material or existing material can be offered with special packing or it can be
used with EAN (European Article Number) number.
Configuration Settings:
b, Maintain Access Sequence: Access Sequence Ex: A001 Define and Condition
Table 001 (MATNR) Assigned.
c. Define Condition Types: Condition Type A001 Define and Assign to Access
Sequence A001.
Check Entry: This Indicator allows to print original material on the document.
StratExy: A
Automatic Check A
A - Substitute Products are displayed for selection
B General Material Determination with selection, without ATP
Outcome Check:
Save it.
Path: Logistics
Sales and Distribution
Master Data
Products
Material Determination
VB11 Create
Go to Va01 and raise the Sales Order for 779 Material and Check Material
Determination.
Select any one of substitute material Ex: 745 or 746.
CROSS SELLING
Cross Selling is the concept by which business can suggest combination material(s)
for ordered material.
Ex: If the Customer placed the Order for Material Computer, Computer Stand can be
suggested.
Along with Sales Area used by the system to determine cross selling.
Configuration Settings
Path:
IMG
Sales and Distribution
Basic Functions
Cross Selling
Define Determination Procedure for Cross Selling
Access Sequence C001 Material number Cross Selling Defined and Condition
Table (011) Assigned
Condition Type C001 Defines and Assigned with Access Sequence C001.
4. Maintain Procedure:
Ex: C00001 Cross Selling Procedure Defined and Condition type C001 Assigned.
Choose Sales Document type OR and Assign Document Procedure for Cross
Selling B and save it.
Assign Customer Procedure for Product Proposal in Customer Master Sales Area
Data Section Sales Tab Customer Procedure for Product Proposal field.
Ex: B Cross Selling.
Path: Logistics
Sales and Distribution
Master Data
Products Cross Selling
VB41 Create
SD Doc CatExory C
In Business some Materials can be given to the Customers some can not be given to
the Customers. Allowed Materials can be listed and un-allowed Materials can be
Excluded. In the user entered un-allowed material to the Customer then system
issues a error message. SAP used Condition Technique for Material Listing and
Exclusion.
Configuration Settings:
Path:
IMG
Sales and Distribution
Basic Function
Listing / Exclusion
a. Maintain Condition Table for Listing / Exclusion:
Here Condition Table Ex: 001 KUNNR/MATNR (Customer / Material)
Path: Logistics
Sales and Distribution
Master Data
Products
Listing / Exclusion
VB01 Create
Specify Listing / Exclusion Type (A001)
Select Condition Table KUNNR / MATNR
Specify Customer Number
Specify Validity Periods and List out all the Materials that are allowed for this
Customer.
Go to VA01 and raise the Sales Order with a Material which has not been listed in
condition Records and check system response.
Is one kind of Master Data in Sales and Distribution where we can maintained
Customer Own description for the Material. In addition to this Plant, Delivery
Priorities, Splitting Criteria, Under Delivery and Over Delivery Tolerance etc., can be
maintained. If the data maintained in Customer Master Ship to Party as well as
Customer Material Info Records. SAP always gives the priority for Customer Master
Info Record only. It ignores remaining areas.
Configuration Settings
Path: Logistics
Logistics Execution
Master Data
Customer Master Information
VD51 Create
By using Risk Management component business can take Collateral Security (ex:
LOC Letter of Credit or Payment Card) so that risk can be minimized.
a. Simple Credit Check: In simple Credit Checks system compares Credit exposure
with Customer Payers Credit Limit and if Credit Limit exceeded then system
response by giving warning, error or delivery block according to the value that we set
at VOV8 of OR in Check Credit Limit field. In simple Credit Check system gets
Credit Exposure from the total of the Net Document value and value of the open
items.
b. Automatic Credit Check: In Automatic Credit Check, system get the Credit
exposure like simple credit check but it takes open orders, open deliveries, open
receivables and open items to compare customer payer credit limit. In Automatic
Credit check different types of credit checks are available. Ex: Static, Dynamic,
Document Value, Critical Fields, Next Review Date, Open Items, Oldest Open Items,
Highest Dunning Level and User Exit Level.
If Credit Limit exceeded, then system response according to the value that we set at
OVA8 of OR definition of Automatic Check i.e. Warning, Error or Sales Order
Blocking.
COMPANY
CREDIT CONTROL AREA
Company Code 1 Company Code 2
Path:
IMG
Enterprise Structure
Definition
Financial Accounting
Define Credit Control Area
Choose existing Credit Control Area. Ex: 1000
Click on Copy as Icon and Define Credit Control Area by changing data.
Currency: Assign the Currency INR for the Credit Control Area.
Update Group: This group updates open orders value, open delivery value, open
billing values for the credit. If you Assign Update Group 000012 then:
a. Sales Order: It increases open order value for delivery relevant schedule lines.
b. Delivery: It reduces Open Order Value from Delivery relevant schedule lines and
increases open delivery value.
c. Billing Document: It reduces Open Delivery Value and Increases Open Billing
Value.
d. Financial Accounting Document: It reduces Open billing Document Value and
Increases Open Items.
a. Delivery Document: It increases Open Delivery Value and Increases open Billing
value.
b. Financial Accounting Document: It reduces Open billing Document Value and
Increases Open Items.
Default Data for Automatically Creating New Customers: It any value maintained
in the below specifies 3 fields then system automatically applies that data Risk
CatExory, Credit Limit, Representative Group to New Customers.
In IMG we are going to define Risk CatExory and Credit Representative group for
Customers. The Credit Limit that we specified here applies to all the New Customers
that are defined under risk credit control area. Ex: 100000/-
Check All Company Codes: This indicator signifies that the posting of this credit
control area applies to all the company codes that means the credit limit that we
defined for new customers is a overall limits across all the company codes. Save it
and exit.
Path:
IMG
Enterprise Structure
Assignment
Financial Accounting
Assign Company Code to Credit Control Area.
Choose our company code and assign our credit control area. Save it and exit.
Define Groups: Here Customers are group for Credit Management. It is only for
information purpose.
Path:
IMG
Financial Accounting
Accounts Receivable and Accounts Payables
Credit Management
Credit Control Account
Define Groups
Go to New Entries and Define Customer Credit Groups.
Ex: Z001 Major Customers
Z002 Medium Customers
Z003 Small Customers and Assign to Credit Control Area. Save it and exit.
Define Risk CatExories: Here Customers are catExorized for Credit Management
and Assign to Credit Control Area.
Go to New Entries
Y1 High Risk CatExory
Y2 Medium Risk CatExory
Y3 Low Risk CatExory
Save it and exit.
Ex: Choose existing Credit Representative group and copying and renaming with
our credit representative group and credit control area and save it.
Go to change mode of Credit Control Area and Assign Risk CatExory (399) and
Credit Rep. Group (CG1) save it and exit.
SD Configuration Settings
1. Specify Subtotal as a A for Credit Price:
Path:
IMG
Sales and Distribution
Basic Functions
Credit Management / Risk Management
Credit Management / Risk Management Settings
Enter Settings
Conditions : Procedure
Choose our Pricing Procedure and Assign Sub-total as a A to Credit Price
(A KOMP / CMPRE)
Path:
IMG
Sales and Distribution
Basic Functions
Credit Management / Risk Management
Credit Management / Risk Management Settings
Enter Settings
Configuration : Partner
Path:
IMG
Sales and Distribution
Basic Functions
Credit Management / Risk Management
Credit Management / Risk Management Settings
Enter Settings
Output Types
Time Tab
Check Timing 2
Check Timing 3
Periodic Jobs not allowed.
Recipient
Check Copy: This indicator sends message to the recipient as a copy. User can
view the document, he can not change it.
Check Blind Copy: The user receives the message without having any choice to
modify it. Save it and exit.
Determine Active Receivables per Item CatExory: Choose Item CatExory TAN
and check Credit Active.
These values reflected in Customer Master Sales Area Data Section Billing Tab.
Define Credit Groups: As automatic Credit Checks determine Credit Control Area +
Risk CatExory + Document Credit Group, Sales Documents, Delivery Documents
and PGI Documents should be group. That means Automatic Credit Check can be
carried out on Sales Order Level or Delivery Level or PGI (Post Goods Issue) Level.
a. Credit Limit Check for Order Types: Choose Sales Document Type OR and
Assign check Credit Limit as a D and Credit Group for Sales Order (01) and save
it.
b. Credit Limit Check for Delivery Types: Choose Delivery Document Type LF
and Assign Delivery Credit Group (02) and Goods Issue Credit Group (03) save it
and exit.
Path: Logistics
Sales and Distribution
Credit Management
Master Data
FD 32 Create
Specify the Customer Number
Specify the Credit Control Area
Check Overview
Check Address
Check Central Data
Check Status
Check Payment History and press enter
Over View: In Overview Screen system gives overview of Customer Credit Limit,
Credit Exposure, Credit Limit used and Horizon can be specified. (If Horizon
specified then system takes Outstanding Sales Values that falls with in the Define
Credit Horizon to calculate Credit Limit), Payment History, Dunning Data etc.,
Status Screen: In this screen we can specify Customers Credit Limit that represents
an upper limit for the total receivables and foreseeable receivables from the
Customers. The total receivables results from open items plus special selected GL
transactions.
Open Items: Invoices Credit Memos + Payments.
Special GL Transactions: Ex: Down Payments.
(The total Receivable Results from the Values of Orders that already accepted)
Risk CatExory, Credit Representative Group, Customer Credit Group.
Check Blocked: If it is Check then the Customer is blocked for all types of
transactions but we can force the Invoices for which deliveries already done.
Go to XD01 or XD02
Go to Sales Area Data Section Billing Tab and Assign Credit Control Area and save
it.
Go to VA01 and raise the Sales Order and check system response for Simple Credit
Check.
Go to VN01N and initiate Outbound Delivery, then system blocks the document due
to Credit Check. Then concern person in the Business removes the block by going
to VKM3 or VKM4 or VKM5.
Path:
IMG
Sales and Distribution
Basic Functions
Credit Management / Risk Management
Credit Management
Define Automatic Credit Control
Go to New Entries and specify Credit Control Area + Risk CatExory + Credit
Group of the Document.
Document Controlling:
No Credit Check: With the help of ABAPers routines can be written to control
document with respective Credit Checks. Ex: It system should not carry out
Automatic Credit Check if Document doesnt contain any items.
Check Item Check: This control determines when Automatic Credit Check should be
carried out while processing Sales Document i.e. from specifying Ship to Party No or
from specifying Material No or while saving the Document.
No of Days: Specify the No of days after which the changed documents must be
recheck the Credit.
This function can be used for checking documents that have already been released
by Credit Representative, but that have subsequently change.
System doesnt carryout Credit Check if the following factors are matched. That are
a. The Value of the changed order is not greater than the value added approved for
Credit. (Inclusive of deviation factor).
b. The Current Date is not greater than the original release date + the no of days
specified here.
%
Minus Check
From To
Specify the % tolerance limit up to which Customer Credit Limit may be temporarily
extended or deducted. Ex: If you specify 5% and check minus option then Customer
Credit Limit is going to be extendedly 500/- for 10000/- Credit Limit.
From To: Specify the time periods for bExinning of the seasonal factors.
Check Payer: It controls to carry out checks against current payer only. If it is
relevant for open items, oldest open items and highest dunning level types of credit
checks. It is only applied if the current payer copies from Partner Determination
Procedure.
Permitted Days and Permitted Hours: Specify the time limits (Ageing Period) to
carry out Credit Check against Current Payer for Oldest Open Item Credit Check.
Checks
Static: System carries out Credit Check by getting Credit Exposure by comparing
total value of Open Sales Documents, Open Delivery Documents, Open Billing
Documents and Open Items.
If Credit Limit exceeded than according to the value that we set at reaction field that
is No Message, Warning, Error Message etc is going to be responded.
If system has to take all Open Orders, all Deliveries into consideration then Check
Open Orders and Open Deliveries option.
If Credit Limit exceeded, you want to block it then Check Status / Block Indicator.
Dynamic: It indicates system carries out Dynamic Credit Limit check with in specify
Credit Horizon. System gets the Credit Exposure by splitting static part (Open Items,
Open Billing and Open Delivery Values) and dynamic part i.e. Open Order Value.
The Open Order includes all or not yet partially delivered orders. The value is
calculated based on shipping date and the Credit Horizon (Ex: 2 Months) that we
specified in the Horizon field so that when evaluating the Credit, system ignores all
open orders that are due for delivery after that horizon date.
The sum of the Static and Dynamic parts may not exceed the Credit Limit.
Document Value: It indicated that system carries out Credit Check based on
Maximum Document Value that we specified in Max Doc Value field. This kind of
Credit Check is relevant for New Customers whose Credit Limit not defined.
Critical Fields: Critical Fields like Payment Terms changed then system carries out
Credit Check along with Additional value days and fixed value days.
Next Review Date: It indicates whether system has to carry out Credit Check based
on the date of next review date for Credit.
While processing the Document the next Credit Review date should not be on the
current date which we maintain (FD32 Customer Credit Master Status
Section Internal Data Next Review Date)
We define time buffer for this kind of Credit Check in the adjacent field and also we
can maintain no of days that are added to next credit review date.
Check Open Items: Specifies whether the system carries out Credit Check based on
Open Items.
Based on the below specifies factors, system carries out Credit Check on Open
Items.
The proportion of overdue open items (That exceeds the specified no of days in the
total of open items should not exceeds the % specified)
Oldest Open Item: It indicates whether the system carries out Credit Check based
on the age of the oldest open item.
The oldest open item must not be older than the no of days specified.
Highest Dunning Level: It indicates whether system has to carryout Credit Check
based on the highest dunning level which we maintain in Customer Master Company
Code data section in Correspondence Tab Dunning Procedure and Dunning Level
which will be copied to (FD32 Customer Credit Master Overview Section Dunning
Data)
When Dunning Procedure reached to the highest level than system carries out
Automatic Credit Check.
Go to VOV8 of OR and Assign Value D in Check Credit Limit field and Assign
Credit Group as a 01, save it and exit.
Go to VA01 and raise the Sales Order and check Automatic Credit Check effect.
Go to VL01N then system blocks the Document.
Go to VKM3 and release the Document.
ANS: Assign Credit Control Area to Sales Area. Sales Area is a combination of Sales
Organization, Distribution Channel and Division.
Path:
IMG
Enterprise Structure
Assignment
Sales and Distribution
Assign Sales Area to Credit Control Area
Choose our Sales Area and Assign our Credit Control Area.
To confirm the Quantities for a line item in the Sales Order, system tries
to understand what kind of Material Type it is?. Depending upon the Material type
(FERTS), system proposes General Item CatExory Group (NORM), together with
other 3 factors (TA, NIL, NIL) system determines item catExory for a line item in the
Sales Order, together with MRP type (PD or NIL) system determines Schedule Line
CatExory (CP) if Schedule Line CatExory CP then SAP can understand that it has to
perform transfer of requirements (TOR) Availability Check function based on the
Requirement Type (041) which points Requirement Class (041) where we
specify that TOR and Availability Check functions should be carried out globally.
Once the requirements are transferred to MRP then system carries out Availability
Check Functions. While carries out available check functions system determines
ATP Qty following a formula.
a. Checking Group
+
b. Checking Rule
a. Online Delivery
b. Complete Delivery
c. Delivery Proposal.
Path:
IMG
Sales and Distribution
Basic Functions
Availability Check and Transfer of Requirements
Transfer of Requirements
Note: If TOR and Availability functions de-activated at Schedule Line CatExory level
and they doesnt effect requirement class as they are copies from requirement class
only.
Requirement Type is allocated to single requirement class but requirement class can
be assigned to several requirement types. Ex: 041 Requirement Class. Save it
and exit.
1. First system checks StratExy Group in the Material Master from MRP3 view or
else
2. It will go to MRP group from MRP1 view to find out requirement types or else
3. System tries to determine requirement type by using Material type or else
4. It will go to Item CatExory + MRP Type (This is S & D Assignment) or else
5. System tries to determine requirement type by using item catExory only or else
6. System assumes that the transaction is not relevant for TOR and Availability
Check.
TAN + PD = 041
TAN + NIL = 041
TAN + ND = 011 Delivery Requirement
D. Define Procedure for Each Schedule Line CatExory: In this step we can
determine for respective schedule line catExories of Sales Document whether
Availability Check and TOR should be carries out or not.
It is called find tuning of Availability Check for Sales Documents. That means TOR
and Availability Check functions controls can be activated at required class level and
they can be de-activated at Schedule Line CatExories Level if they are de-activated
at requirement class level as they are copied from requirement class level.
Ex: For Sales Activities if the user wants to carry out Availability Check without TOR
at Schedule Line CatExory Level TOD should be de-activated and Availability Check
should be activated.
Once block is removed then system immediately carries out Availability Check and
system confirms Qty.
Activity:
G. Maintain Requirements for Purchase and Assembly Orders: Here with the
help of ABAPers requirements can be written. Ex: System should not create
purchase requisition or Assembly Order if Credit Limit exceeded.
Ex: Requirement Number 102 - Purchase Requisition
105 Assembly.
Configuration setting for Availability Check with ATP Logic or against planning.
Path:
IMG
Sales and Distribution
Basic Functions
Availability Check and Transfer of Requirements
Availability Check with ATP Logic or Against Planning
Total records for deliveries as a A Single Orders with blocking Qty requirement.
This control blocks the Material which is only in place during AVT Check. It can be
set if multiple users wants to access the material table simultaneously so that the
user can have clear view about the Availability of the material.
b. Define Material Block for other user: This indicator allows the users to process
in different Sales Orders at a time, then without blocking the Qty for one Sales Order
checking group can be set so that system carries out Availability Check for one
Material after another Material.
c. Define Checking Groups Default Value: Depending upon the Material type
system by default proposes Checking Group in the Material Master by default.
So that depending upon the Material Type system proposes and creates
requirements.
Go to New Entries
Specify Material Type FERT, Plant and Checking Group of Availability Check as a 02
Individual Requirements. Save it and Exit.
f. Define Procedure for Each Schedule Line CatExory: Here find tuning settings
for Availability Check at Schedule Line CatExory level can be configured.
Ex: CP Check Availability Check and Transfer of Requirements.
Note: This configuration settings are copies from TOR configuration settings.
g. Define Procedure for Each Delivery Item CatExory: Here Availability Check
control define delivery Item CatExory whether system has to carry out Availability
Check or not for Delivery Item.
h. Checking Rule for Updating Back Orders: When the Document saved with
order Qty ZERO then system treats the Order as a back order. Then the back order
can be completed by using concept called Re-scheduling. To update the back orders
we define Checking Rule at Plant Level. Ex: Choose our Plant and Assign Checking
Rule (01) save it and exit.
i. Define Default Settings: While Carry out Availability Check system determines
ATP Qty by following a formula:
If ATP Qty is positive then system confirms the Qty according to required delivery
date.
If ATP Qty is NExative the SAP gives 3 options (in a dialog box) to the user to take
decision. That are:
1. One Time Delivery: In One Time Delivery of Order Qty is 100 Units, Required
Delivery Date is Current Date then system confirms Qty after 1 week. If the user
uses one time delivery then system confirms Qty as a ZERO then it can be
completed by using Back Order Processing.
2. Complete Delivery: If the user chooses this option that is 50 items today,
remaining 50 items after 1 week then system confirms full Qty after 1 week. So that
Order can be delivered after 1 week.
3. Delivery Proposal: The user chooses this option then 50 confirmed and delivered
today and remaining 50 can be delivered after 1 week
Note: Create one Material and raise the Sales Order without initiating the stock
and check the effect.
Check Fixed Date and Qty: This indicator signifies that the Customer concerned to
accept system confirmed order qty date.
COPY CONTROL
Ex:
COPY CONTROL
|
"QT" | "OR"
Copy control is a concept by which SAP copies data from Source Document to
Target Document by using Data Transfer routines at each level of Document. While
copying Requirements can be Specified so that system takes those
requirements into consideration while copying data.
Path:
IMG
Sales and Distribution
Sales
Maintain Copy Control for Sales Documents
Copying Control Sales Document to Sales Document
Header: Choose OR to QT
Click on Display to Change
Again Choose OR to QT
Go to Details Icon
Data Transfer Routines: 051 General Header Data. This routine transfers
General Header Information from Header to Header copies. It is Assigned to VBAK
Table. This routine also ensure certain data should not be copies. Ex: Purchase
Order.
Data Transfer Routines: 101 Business Data Header. This routine transfers
Business Data from Header to Header. Ex: Payment Terms, INCO Terms etc.,
Data Transfer Routines: 001 Partner Header. This routine transfers relevant
Partner Functions from Header to Header, Irrelevant Partners removed and required
Partners fulfilled.
Check Copy Item Number: This Indicator copies Sales Order Line Item number
from preceding document to target document.
Data Transfer Routine: 151 General Data Item. This routine transfers General
Data from Item Level.
Data Transfer Routine: 102 Business Data / Item Completion. This routine
transfers Business Data at Item Level. Ex: Payment Terms and INCO Terms etc.,
Data Transfer Routine: 002 Partner Item. This routine transfers relevant Partner
Functions from source document to target document at item level. It copies relevant
Partner Functions and its removes irrelevant partner functions and fulfill required
partner functions.
Check Copy Schedule Lines: This indicator copies or created schedule lines in
target document. Ex: When contract document released by the releasing order
OR then system has to create schedule lines in OR even though contract
document doesnt contain schedule lines.
FAQ: Can we Create Document Flow Records only for Inquiry, Quotation and Sales
Order?
ANS: Yes. It is relevant for Contract Business Cinereous. We have to Assign Value
as a 2.
Check Dont Copy Batch: This indicator determines whether system has to copy
Batch from Preceding Document to Target Document.
Configuration: The value of this field determines whether system has to fix
configuration from Preceding Document to Target Document or it has to re-determine
in the New Document. It is relevant for Configurable Materials only.
Positive / NExative Qty: Ex: + - Positive. The Value of this field determines effect
on source document after copying into target document. Ex: If Quotation created for
100 Items and Sales Order is going to be raised for 80 Items then Quotation will have
a Positive effect or if Sales Order raised for 120 Items then Quotation will have a
NExative effect.
Quotation Sales Order - Positive
Contract Return - NExative
Sales Order Sales Order - No Effect
If it is Billing Document
Delivery Invoice - Positive
Delivery Cancellation - NExative
Delivery Proforma Invoice - No Effect.
Copy Qty: Blank Automatic Qty Determination
A Copy Order Qty
B Copy Target Qty
Select Blank. The value of this field determines which Qty should be copies from
Source Document to Target Document. If it is Quotation to Sales Order system
automatically determines copying Qty. If it is Invoice to Sales Document then system
copies Target Qty.
The value of this field determines how the Pricing to be carried out while copying the
source document to target document.
PGI (Post Goods Issue) has been done for 75 Items, then billing should be carried
out in Invoice by copying same Price Components with determining the scale rates,
then Ex:Pricing Type should be A.
If during Sales Order Processing or Billing Document Processing if the user has to
carry new pricing completely then user has to specify Pricing Type as a B in the
item condition screen of Sales Document or Billing Document.
FAQ: Can we carry out New Pricing during Sales Document Processing?
ANS: YES. By using option update in Item Condition Screen.
Copy Mode for Material in Value Contract Item: The value of this field determines
whether Value Contract Item is to be copies or not from Value Contract to Release
Document.
Copy Result of Product Selection: Ex: A. The value of this field determines
whether system has to copy product selection from Preceding Document to Target
Document or it has to carry out New selection.
Data Transfer Routine: 201 General Schedule Data. This routine transfers
General Data in Schedule Line catExories from Source Document to Target
Document and also it makes sure that certain data should not be copies and they are
re-determine in the Target Document. Ex: Actual Schedule Line Number and
Availability Dates according to the Availability of Material.
Copying Requirements: 501 Schedule Qty > 0. This requirement make sure that
Schedule Lines goods Qty > 0 only can be copies from Source Document to Target
Document.
CONTRACTS
Master Contract is nothing but a Header Contract to which all Contracts can be
Assigned as a Lower Level Contracts, if the Customer enters for all Contracts with
the Business. Due to this Master Contracts data consistency can be maintained.
Release Order: Contracts are released by using Release Order i.e. Sales Order.
Ex: TA. For Contracts Business may follow different Pricing Procedures.
Qty Contract (KM): When the Customer wants certain Qty of the Material during
certain period or when the Business lacks sufficient production to meet the demand
Qty contracts can be entered. To distribute available Qty evenly among Customers.
VOV8 of KM
VOV7 of KMN
Completion Rule C
Pricing - X
Uncheck Schedule Lines Allowed
KM TA: Item level Pricing Type G Copy Pricing elements unchanged and re-
determine taxes.
Process Flow:
KM TA LF F2
Qty Contract
Standard Order
Delivery
Invoice
Path: Logistics
Sales and Distribution
Sales
Contract
VA41 Create
Specify the Contract Type KM and Sales Area
Specify Validity Period
Save the Document and go to VA01 to release the Contract
Go to VL01N and VF01.
Assortment Module: Is a Tool where we can maintain the Materials that are going
to be participated in the Value Contract from which Value Contract Items can be
copied into Value Contract Document.
It works as a Order Entry Tool.
VOV8 of WK1
Doc CatExory -
Screen Sequence Group WK
Transaction Group 4
Doc Pricing Procedure Y
VOV7 of WKN
Completion Rule E
Pricing - X
Uncheck Schedule Line Allow.
Check Ord Qty 1
Value Contract Material (Any Material)
Contract Release Control A
Go to OVKK and Assign Standard Pricing Procedure WK0001, Condition Type
WK00 with Document Pricing Procedure as a Y.
Process Flow
WK1 OR LF F2
Path: Logistics
Sales and Distribution
Master Data
Products
Value Contract
Assortment Module
WSV2 Create
Click on Items
Specify Description
List out all the Materials that are going to be participated in the Value Contract with
validity periods. Save it and note down the Assortment Module Number.
Go to VA41
Specify Doc Type WK1
Specify the Description
Specify the Validity Periods and Specify the Assortment Module Number with Target
Value in the Line Item and save the Document.
Go to OMS2
Choose DIEN
Click on Qty / Value updating.
Go to VK11 and maintain condition records for PPSV and save it.
VOV8 of WV
SD Doc CatExory G
Screen Sequence Group VT
Transaction Group 4
Doc Type Pricing Procedure V
Order Related Billing Type F2
Pricing Procedure Condition Header PABR01
Pricing Procedure Condition Item PABR02
Contract Profile 0001 One Year Contract
(Path to Define Contract Profile:
IMG
Sales and Distribution
Sales
Sales Documents
Contracts
Contract Data
Control Cancellation
Define Cancellation Reasons (Ex: 01 Too Expansive)
Define Cancellation Procedures:
Ex: 0001 Cancellation to Valid Period Ending Yearly withdrawal Right. Save it and
Exit
Define Rules for Determining Dates: Here Date Determination Rules are defines.
Ex: 04 Acceptance Date
Base Line Date - 04 Acceptance Date
Save it and Exit.)
Billing Request: IRC (Debit Memo Request for Contract). Assign Billing Document
Type for Service Contracts that system automatically proposes for Business
Compensation for Service Contract.
Contract Data Allowed: Ex: X. The Value of this field determines whether Contract
data allowed for this Sales Document. If you Assign X the changes that we are
going to carried out at Header Level, doesnt effect at Item Level. If you Assign Y
changes effect at Item Level.
Follow up Activity Type: 000 Telephone Call. Assign follow up activity type that
is to be created as a follow up action for Service Contract.
VOV7 of WVN
Completion Rule C
Billing Relevance : I Order Related Billing Billing Plan.
Billing Plan Type : 02 Periodic Billing.
Pricing : X
Uncheck Schedule Lines Allowed.
Save it and Exit.
Go to VA41 and Process Service Contract and go to VF01 and raise Invoice.
MASTER CONTRACT
When the Customer enters with different types of contracts those contracts can be
assigned to Master Contracts as a Lower Level Contracts. So that date consistency
can be maintained.
Path:
IMG
Sales and Distribution
Sales
Sales Documents
Contracts
Master Contracts
Define Referencing Requirement
a. Define Reference Sales Document Types: Here Lower Level Contracts are
assigned to Master Contracts.
2. Copy Fields: The Values of these fields are copied from Master Contract into
Lower Level Contract. Deviating values in the Lower Level Contracts are not
allowed.
VOV8 of GK
SD Document CatExory 0
Screen Sequence Group GK (Master Contract)
Transaction Group 4
Document Pricing Procedure V
Contract Profile 001
Group Referencing Procedure ZSDK
Contract Data Allowed X
Check Update Lowe Level Contract
Save it.
Go to VA41
Specify Document Type GK
Specify Sold to Party No
Specify the Description
Specify Contract Start Date 01 (Todays Date)
Specify Contract End Date 10 (Todays Date + 1 Year)
Save it and note down the Master Contract Number.
Again go to VA41 and raise Quantity Contract
Specify the Description
Specify the Contract Start Date and End Date (Like Master Contract Validity Periods)
and Assign Master Contract Number that was created in the previous step)
Sate it and Exit.
Go to VA41 of Master Contract and check Qty Contract has been assigned or not.
CUSTOMER COMPLAINTS
In Normal Business Process, Business or some times Customers may incur losses,
so that compensations should be takes place according to the Partner.
If rehabilitation cost more than the Production cist then the Business may ask the
Customer to destroy the goods the according to Customer request business may
sent physical goods as a customer compensation or business may raise Credit
Memo.
If rehabilitation cost less than the actual cost then Business may ask the Customer to
return the Damaged goods and it has to receive those damaged goods into separate
storage location, then the Business has to test those damaged goods to find out the
reason for the damage and also if there is any choice to rectify those damaged goods
by the Quality Inspector. If there is any rectifiable goods existed then those goods
will be rectified and transferred to Un-restricted Usage of main storage location.
If un-restricted goods are existed then those goods are transferred to Scrap
storage location, from there scrap materials are removed from scrap storage location
by following Normal Standard Business Process.
Configuration Settings:
Process Flow:
IN QT OR LF F2 G2 G2
VA11 VA21 VA01 VL01N VF01 VA01 VF01
Debit Memo Request: When the Business incurs Loss in Business Transaction due
to Price Discrepancy or Excess Delivery Debit Memo Request can be raised.
Process Flow:
IN QT OR LF F2 L2 L2
VA11 VA21 VA01 VL01N VF01 VA01 VF01
Flow:
Standard Order
Delivery
Invoice
Debit Memo Request
Debit Memo
RETURNS: When the Customer Return the Damaged Goods to Business, business
has to receive those Damaged Goods into separate storage location (SL2), from
there rectified goods transferred to main storage location. MB1B : 453 SL1 un-
rectified goods transferred to scrap storage location (SL3).
Configuration Settings: Maintain 3 storage locations SL1, SL2 and SL3. Create
Material Master under SL1 and extend the Material to SL2 and SL3.
Process Flow:
IN QT OR LF F2
|
RE LR (SL2)
|
MB1B
453
SL1
|
MB1B
Scrap 453 -----> VA11 -----> VA21 ----> VL01N ----> VF01
SL3
|
VF01 (RE) Credit for Request
VOV8 of RE Returns
SD Doc CatExory : H
Screen Sequence Group : RE - Returns
Transaction Group : 0 Sales Order
Doc Pricing Procedure : A
Delivery Type LR Return delivery
Delivery Related Billing Type : RE Credit for Request
Order Related Billing Type : RE Credit for Request
Billing Block : 08 Check Credit Memo
VOV6 of DN Returns
Movement Type : 651 Return Delivery
Check Item Relevant for Delivery
Process Flow:
IN QT OR LF F2
|
SDF -----------------> LF
Process Flow : CD LF
CONSIGNMENT
Consignment Business Process when the Business launches New Product then the
dealer may not take the Materials from the Business so that Business sent that new
stock to dealer CONSIGNMENT AGENT without carrying out Billing Process.
If consignment Agent sells the stock to the consumer, then only business bills the
customer Consignment Agent.
Consumer returns the goods to the Consignment Agent if they are damaged. So that
Business should compensate it by raising Credit Memo.
If Consignment Agent doesnt want to sell consignment stock then the business has
to pick up unsold stock from customer side.
Schedule
Item CatExory Line Movement
CatExory Type
KB / CF KBN E1 631
KE / CI KEN C1 633
KR / CR KRN D0 634
KA / CP KAN F1 632
VOV8 of KB
SD Doc CatExory : C Consignment Fill Up
Doc Pricing Procedure : A
Delivery Type : LF
VOV7 of KBN
---- NIL ----
VOV6 of E1
Movement Type : 631
Check Item Relevant for Delivery
Check TOR and Availability Check
VOV8 of KE
SD Doc CatExory : C Consignment Fill Up
Doc Pricing Procedure : A
Delivery Type : LF
Delivery Relevant Billing Type : F2
Order Relevant Billing Type : F2
VOV7 of KEN
Special Stock : W Consignment Customer
Billing Relevance : A
Pricing : X
VOV6 of C1
Movement Type : 633
Check Item Relevant for Delivery
Check TOR and Availability Check
VOV6 of D0
Movement Type : 634
Check Item Relevant for Delivery
VOV7 of KAN
--- NIL---
VOV6 of F1
Movement Type : 632
Check Item Relevant for Delivery
Check TOR and Availability Check.
Go to VA02 check Schedule Lines and note down Purchase Requisition Number
created by system.
Go to ME21N and raise standard Purchase Order (NB) with reference to this
Purchase Requisition, then system copy the data from Purchase Requisition.
Process Flow:
IN QT OR MIGO LF F2
Go to VA01 and raise the Sales Order.
Go to ME21N and raise the Purchase Order with reference to Purchase Requisition
Number.
Go to MIGO
Check Line Item
Click on Post Icon
Go to MMBE
Check the Balance Stock
Go to MIRO
Specify the Purchase Order Number with reference to the Purchase Order. With this
Invoice is going to be verifies by MM and save it.
Go to VL01 and initiate outbound delivery.
Save the Delivery Document.
Go to LT03 to Sales the Transfer Order.
Specify the Warehouse number, Plant, Delivery Document Number and press enter.
Go to VL02N and do the PGI.
Go to VF01 and raise the Invoice.
Go to VA02 and check the document flow.
Go to MMBE and check the stock, then it is ZERO stock after PGI.
To carryout Inbound and Out bound Deliveries.
Choose LF
Document CatExory : J Delivery
Order Required S O Required
The value of this field makes preceding document as a mandatory document for
delivery document.
Default Order Type (DL TSUDO Document):
Assign Sales Document Type as a TSUDO Document type if Delivery Document is
going to be raised without reference to Sales Order.
Technically One Sales Document Required.
Item Requirement: 202 Order with Independent Document Item
It identifies a routine for delivery item that doesnt refer to a Sales Document.
Ex: If you want to create delivery items for returnable packaging if the system wants
to track stock of the materials routine number should be assigned.
Storage Location Rule:
Ex MALA Shipping Point / Plant / Storage Location
RETA Plant / Situation (SITUA) / Storage Condition
MARE MALA, then RETA (Back up Procedure)
If warehouse configured then system has to pick Qtys from the storage bin or storage
rack by determining storage location automatically. To determine storage location
automatically system may use stock determination rule.
In IMG we define text determination procedure to propose text for delivery document
header.
(Path: IMG Logistics Execution Shipping Basic Shipping Functions
Text Control)
PATH:
IMG
Logistics Execution
Shipping
Basic Shipping Structure
Output Control
Output Determination
Maintain Output Determination for Outbound Deliveries
Maintain Output Types
Here Output Types are
CANO Forwarding Notification
KRML Shipping Notification to Ship to Party
LDOO Delivery Note
MAIL Mail
PL00 Picking List
Check Delivery Split Partner: This indicator controls system split behavior when
delivery document proceedings that are assigned to different partner functions.
Check General Packing Material Item: This indicator determines whether we want
to permit generation of delivery items for packaging materials in deliveries of this
delivery type. It can be used to generate bill for packaging materials to customers
and also packaging materials can be managed in inventory management.
Partner Determination Procedure: LF. In IMG we define Partner Determination
Procedure to propose relevant partner functions. Ex: Ship to Party.
Path:
IMG
Sales and Distribution
Basic Functions
Partner Determination set up Partner Determination for Delivery
Save it.
The system which is not going to be copies from Sales Document system determines
New Item CatExory. Ex: DLN
Material / Statistics:
The value of this field determined whether the statistical data gets updated in LIF
(Logistic Info System)
It specifies whether delivery document item can be maintained with Qty zero when in
delivery a new Item enter with Qty Zero, then this value determines the system
response.
The value of this field determines system response. If delivery document Item Qty
has not been reached to the Qty which was specified in the Material Master.
Check Over Delivery: The value of this field determined system response if over
delivery takes place for delivery document item.
Availability Check Off: The value of this field determines that system has to
carryout availability check for line item in the delivery document.
Check Relevant for Pricing: This indicator determines delivery document lone item
is relevant for picking. Ex: Storage Bin or Storage Location.
Check Determine Storage Location: This indicator specifies that system has to
follow storage location determination rule for delivery document item.
Dont Check Storage Location: This indicator determines whether system has to
carryout a check for storage location which was determine automatically for a
delivery document line item (According to System).
No Batch Check: This indicator specifies that whether system has to carryout batch
number checking for a line item in the delivery document.
Packing Control Can be Packed: The value of this field determines whether
packing can be carried out or not for a line item in the delivery document.
Check Packing According Batch Items: This indicator specifies whether packing
can be carried out for a delivery document item according batch number.
Check Automatic Batch Determination: This indicator determine automatic
determination of batch for a line item in the Sales Order.
Save it and Exit.
Define Item CatExory Determination in Deliveries (0184): System determines item
catExory in delivery document by taking 4 factors into consideration.
Delivery Type : LF
Item CatExory Group : NORM
Usage : NIL
Higher Level Item CatExory : NIL Default Item CatExory.
= DLM
PATH:
IMG
Logistics Execution
Shipping
Basic Shipping Functions
Shipping Point and Goods Receiving Functions
a. Define Shipping Condition : 10 - Immediately
b. Define Shipping Condition by Sales Document Types
Ex: BV or OR : 10 Immediately
c. Define Loading Groups : 003 - Manual
d. Assign Shipping Point : As shipping point is going to be determine automatically by
taking 3 factors into consideration.
1. Shipping Condition
2. Loading Group
3. Plant
= Proposed Shipping Point and Manual Shipping Point.
PACKING
Configuration Settings:
a. Define Number Ranges for Handling Units: |Handling Unit is nothing but a
Packing Material to be packed.
Path:
IMG
Logistics Execution
Shipping
Packing
Define Number Ranges for Handling Units.
Click on Change Intervals Icon
Click on Interval Icon
Define Number Ranges.
b. Packing Control by Item CatExory: Here for Delivery Document Line item is
going to be controlled for packing item.
Define Packing Material Types: Ex: Cranes, Trucks and Pallets. This packing
materials are assigned to Material Master.
Define Material Group for Packing Material: Here Packing Materials are grouped
that can be used to pack similar materials. Ex: G010.
Go to New Entries
Assign Packing Material Type
Ex: V075 to Material Group for Packaging Material. Ex:G010
Go to MM01 and Create Material Master with a Material Type Packaging and make
sure that data maintained in
Go to OMS2
Choose Material type VERP and check Qty updating.
RETURNABLE PACKAGING
Process Flow:
A. Scenario 1: OR LF F2 LA LR
B. Scenario 2: OR LF F2 LF F2
B. If the Customer doesnt return the returnable packaging material, business bills
the customer.
Configuration Settings:
Maintain Data in
Scenario 1: Go to VA01
Maintain Data
Go to VL01N
Select Line Item Specify returnable packaging material.
Select Two Line Items Edit Pack Pack
Go back and carry out PGI
Go to VF01 and raise the Invoice.
Go to VA01 and
specify Document Type : AT
Save it.
Go to VL01N and carry out inbound delivery
Select PGR
Save it.
Go to MMBE and check the balance.
Scenario 2:
If the Customer doesnt returns returnable packaging material
Go to VA01
Specify Document Type : LN
Item CatExory : LAN
Schedule Lines : C3
Movement Type : 623
Save it.
Go to VL01N
Go to VF01 and raise the Invoice.
Save it.
VOV8 of LA
SD Doc CatExory : C
Doc Pricing Procedure : A
Delivery Type : LR
VOV7 of LAN
NIL
VOV6 of F3
VOV8 of LN
SD Doc CatExory : C
Doc Pricing Procedure : A
Delivery Type : LF
Delivery Related Billing Type : F2
VOV7 of LNN
VOV6 of C3
Movement Type : 623
Check Item Relevant of Delivery
Check TOR and Availability Check.
Save it.
Note: For Billing Documents Incompleteness Procedure can not be configured, since
billing document doesnt have any subsequent document processing.
Path:
IMG
Sales and Distribution
Billing
Billing Documents
Define Billing Types
F2 Invoice
S3 Invoice Cancellation
BV Cash Sales
SV Cash Sales Invoice Cancellation
G2 Credit Memo
S2 Cancel Credit Memo
L2 Debit Memo
IV Inter Company Billing
ZIV Cancel Inter Company Billing
RE Credit for Returns
B1 Rebate Credit Memo
B2 Rebate Correction
B3 Rebate Partial Settlement
B4 Rebate Accruals Manual
F5 Proforma for Order
F8 Proforma Invoice for Delivery
Choose F2
Go to details Icon
Number Range Intervals Assignment
General Control
Branch / HO:
The value of this field determines the relation between the Branch Office and Head
Office for Invoice.
It has a intExration with customer master company code data section A/C
management Head Office field.
Customer Master
Accounts Management
HO
Credit Memo/ with value date
If this indicator is activated then system takes base billing document date to settle
credit memos with reference to the billing documents.
Assign Invoice listing type to this billing type then system automatically proposes
when the user raises invoice for this billing document type.
Rebate Settlement: The value of this field is relevant for Rebates that specifies type
of Rebate settlement.
Ex: Final Settlement, Partial Settlement
Cancellation
Cancellation Billing Type : Ex: S1
Assign Cancellation Billing Type (S1) then system automatically propose to cancel
the Invoice.
Sales Order Number or Purchase Order Number or Delivery Order Number can be
assigned as reference and allocation numbers that are transferred to FI/CO module.
These Two Nos are required by FI/CO user to sort out FI documents.
FAQ: What are the Two fields that are transferred to FI/CO module after saving
Invoice?
A. Reference Number
B. Allocation Number
FAQ: What is the difference between Proforma Invoice and Standard Invoice?
OR
How you will differentiate there two?
Ans: Proforma Invoice doesnt have Account Determination Procedure as it need not
to transfer Billing information from SD to FI.
MAKE TO - ORDER
Business produces material based on MRP irrespective of the Sales Order. I.e.
Make To Stock.
Create Material Master by maintaining General Item CatExory Group 0001 (Make
To Order).
Availability Check 02
Transportation Group 0001.
Go to VA01 and raise the Sales Order.
VOV7 of TAK
Billing Relevance : A
Pricing : X
Go to MB1C
Maintain stock with a special stock indicator E
Movement Type 561
Special Stock E
Specify the Sales Order Number, Line Item Number and save it
Go to VL01N
Maintain Data
Go to VF01
Save it.
VARIANT CONFIGURATION
Configuration Settings:
PROCESS FLOW
Create Characteristics
Simulate Configuration
Step1:
Define MRP Groups:
Path:
IMG
Material Management
Consumption Based Planning
MRP Groups
Carryout Overall Maintenance of MRP Group
Specify Plant and create
Specify MRP Group with description
Create
Create
Save it
Maintain
Specify MRP Group and
Click on Maintain
Click on Scheduling / Document Type
Select Scheduling Info Record and
Assign NB to standard purchasing order
Document type for subcontracting and stock transfer order document.
Save it and go back.
Click on rescheduling Horizon
Specify 7 Days
Save it and go back
Planning Horizon (Click on)
Specify 7 as planning Horizon
Save it and go back
Check maximum MRP Interval (Click on)
Specify 7 as value
Save it and go back
Click on safety stock
Specify 100 as Available safety stock
Creation Indicator (Click on)
Create Purchase Requisition : 1
Create MRP List : 1
Schedule Lines : 3
Save it and go back.
Click on Project Planning Requirements Grouping
Check Grouping Requirement
Save it and go back and exit.
SD Configuration Settings
Create Configurable Material
Path: Logistics
Materials Management
Material Master
Material
Create (Special) MMK1 Configurable Materials
Specify Industry Sector (mechanical Engineering)
Click on Select Views and Select Views Basic Data, Classification, Sales : Sales
Organization Data 1 and 2, Sales : General/Plant Data, MRP 1,2 and 3
Classification:
Delivering Plant :
Tax Classification No :
Conditions :
M R P 1:
MRP Group :
MRP Type : PD
MRP Controller : EX Lot Size
M R P 2:
M R P 3:
Save it.
Step 2:
Create Characteristics:
Path: Logistics
Cross Application Components
Classification System
Master Data
CT04 Characteristics
Save it.
Note: To carryout Variant Pricing one Characteristic should be created i.e. ZSDCOM
for characteristic(s) to which surcharge or discount is going to be collected.
Standard Table i.e. SDCOM with standard field VKOND should be assigned in
additional data tab.
Step 3:
Path: Logistics
Cross Application Components
Classification System
Master Data
CL02 Create
Description
Check Warning Message
Characteristics Tab: Assign all Characteristics that we created under 2nd Step.
ENGINE_CAP
TRANSMISSION
FUEL
TYRE
ACCESSORIES
COMFORTS
STEERING
ZSDCOM
Save it.
Step 4:
Path: Logistics
Central Functions
Variant Configuration
Configuration Profile
CU41 Create
Choose Material
Specify the Material Number
Press Enter
Specify the Profile Name : Ex: ZCONFIG_Profile
Assign Class Type : Ex: 300 Variants
Organizational Areas : V Sales and Distribution
Status : 1
Click on Class Assignment
Specify our Class : Ex: ZCAR
Press Enter
Save it.
Step 5:
Create Object Dependencies (CU01): Dependencies allows us to create
relationships and restrictions between different characteristic and characteristic
values.
1. Ex: Preconditions
Preconditions are used to hide the characteristics and characteristic values that are
not allowed and there by ensures that configuration of an object is consistent.
Ex: If Engine_Cap = 800CC then system should not display comforts.
Go to CU01
Path: Logistics
Central Function
Variant Configuration
Dependency
Single Dependency
CU01 Create
Ex: ENGINE_CAP_COMF_RECORD
Press Enter
Specify the Description
Status : 2 (IN Preparation)
Select Dependency Type and select
Precondition
Click on Dependency Editor and write the code.
CODE:
CODE:
3. Action Conditions
Action Conditions are used to infer values for Characteristics. Values that are set by
an action can not be over written.
Ex: 1000cc Car can be supplied only with 1+4 transmission system. That means if
user selects ENGINE_CAP=1000cc then system automatically proposes 1+4 as a
transmission.
Go to CU01
Specify Dependency Name : ENGINE_CAP_TRANS_ACTION
Specify Description : ENGINE_CAP_TRAN_ACTION
Select Action
Click on Dependency Editor and write the Code 000010 SELE.TRANSMISSION =
1+4 if ENGINE_CAP = 1000cc
Check it and Save it.
Change the status as 1 Release
Save it and go back.
4. Procedures:
Procedures are used to information values for characteristics like Actions but
unlike Actions the values that are proposed by procedures can be overwritten.
Ex: Radial Tyres can be given for 1400cc and 2000cc with Power Steering and
Cross Play Tyres can be given for 800cc and 1000cc cars with Normal Steering.
Go to CU01
Specify Dependency Name : ENGINE_CAP_ST_PROCEDURE
Specify Description : ENGINE_CAP_TY_ST_PROCEDURE
Select Procedure
Click on Dependency Editor and write the Code 000010 $ SELF.TYRE = RADIAL if
ENGINE_CAP.IN (1400cc, 2000cc) and
000020 $ STEERING = POWER
000030 $ SELF.TYRE = CROSSPLAY if ENGINE_CAP IN (800cc, 1000cc) and
000040 $ STEERING = NORMAL.
Click it and Save it.
Change the status 1
Save it and go back.
Go to CU01
Specify Dependency Name : ZVARIENTPRICING_ACC_ACTION
Specify Description : ZVARIANTPRICING_ACC_ACTION
Select Action
Click on Dependency Editor and write the Code
000010 $ SELF.ZSDCOM = ST If Accessories = ST
000020 $ SELF.ZSDCOM = SB If Accessories = SB
000030 $ SELF.ZSDCOM = PER If Accessories PER
Check it and Save it.
Change the status 1
Save it and Go back.
Precondition
Go to CT04 of Comforts
Go to Values Tab
Select Value
Go to Extras Object Dependencies Assignments
Assign Precondition Object Dependency and go back.
Selection Conditions
Go to CT04 of Fuel
Go to Basic Data Tab and
Click on Object Dependencies Icon and
Assign Selection Condition Dependency
Save it.
Action Conditions
Go to CU42
Specify Material : Ex: 813
Select our configuration profile
Click on Profile Detail
Click on Dependencies Assignment Icon
Assign Action Condition Dependency
Save it and go back.
Procedures
Go to CT04 of Tyre
Go to Values Tab
Select Characteristics Value
Go to Extras Object Dependencies Assignment
Assign Procedure Object Dependency
Go back and Assign Procedure Object Dependency to another Characteristic Value.
Save it.
Go to VA11
Specify Variant Condition Type VA00
Select Condition Table
Maintain Condition Records for Accessories (ST, SB and PER)
Save it and Exit.
Go to CT04 of ZSDCOM
Go to Values Tab
Select Value (ST, SB and PER)
Go to Extras Object Dependencies Assignment
Assign Action Object Dependency for Variant Pricing
(Repeat the same procedure for all values)
Save it and go back.
Go to V/08
Include Condition Type VA00 in surcharges section
Save it.
Simulate Configuration
Go to VA01 and raise the Sales Order and check configuration profile effect with
variant pricing.
VOV7 of TAC
Configuration StratExy : 01
Material Variant Action : 2
Structure Scope : D
Application : SD01
Check Variant Matching
VOV6 of CP
Requirement Type : KEK Make To Order for Configurable Material.
Note: Availability Check can not be carried out Make To Order Products.
Save the Sales Order.
Go to MB1C and initialize the stock with a special stock indicator E (Stock on Hand)
Go to VL01n and VF01.
REBATES
Rebates are special kinds of discounts, that are going to be paid to the Customer
Payer based on certain sales volume with in certain specified time period.
Configuration Settings
a. Check Rebate Processing Active should be activated while defining the Sales
Order.
b. Check Rebates should be activated at Customer Payer.
c. Check Relevant for Rebates should be activated while defining Billing Document
Type.
Path:
IMG
Sales and Distribution
Billing
Rebate Processing
Rebate Agreements
Define Agreement Types
Select 0002
Go to details Icon
Proposed Valid From
Proposed Valid To
Assign valid periods of Rebate Agreement.
Payment Method: Assign Payment Method that is going to be used for rebate
settlement. Ex: Cash, Cheque etc.,
Default Status:
Ex: A Settlement is being checked for release
B Agreement released for settlement
C Settlement has been created
D Final settlement of agreement already carried out.
Blank Open.
Verification Levels: F Display Totals by Payer / Material.
The value of this field specifies how the rebate agreement totals should be displayed.
Check Different Validity Period: The value of this field specifies that whether rebate
agreement condition records validity period should be same or not.
Assign Sales Document Type Ex: R4 that system automatically proposes when the
user performs manual posting of accruals. Ex: Business Agreed to pay Rs.10,000/-
to the customer if the product displayed in the Front Office (POP Display) with in
specified period, then Business has to post manual accruals in Rebate agreement
screen. Then system automatically creates Credit Memo request by using document
type (R4) which was assigned here.
Check Manual Accruals: This indicator specifies that manual accruals can be
posted for this rebate agreement type.
Manual accruals are posted in two scenarios.
a. For Lump sum Payment Processing
b. Manual Accruals Correction.
Agreement Calendar: In IMG we can define arrangement calendar for rebate
agreements that defines and controls validity periods.
Manual Payment Section
Payment Procedure: A Payment Allowed up to the accruals value.
The value of this field specifies whether manual payments are allowed or not to this
agreement type, if they are allowed to which extent manual payment should be
allowed.
Assign Sales Document Type (B1) that system automatically proposes for Final
Settlement.
Path: Logistics
Sales and Distribution
Master Data
Rebate Arrangements
Rebate Arrangements
VB01 Create
Specify Agreement Type : 0002 and Press Enter
Specify the Rebate Recipient (Customer _ Payer Number)
Click on Conditions
Maintain Condition Records with Scales
Save it.
Go to VA01, VL01N, VF01 (Go to Item Condition Screen in the Invoice and check
Rebate Condition Type BO02 Activate or not).
Data is going to be uploaded into Data Warehousing Server from operative modules
Functional Modules from where reports can be generated.
SAP provided Data Warehousing solution that is called open data warehouse
Logistics Information System or LIS.
By using these 3 factors SIS can be develop and Data can be uploaded by defining
Updating Rules ETL Process. Once data uploaded into SIS by using OLAP
(Online Analytical Processing) Tools Standard Analysis, Flexible Analysis reports
can be generated.
Develop SIS to generate report that should consist of Sales Area, Sold To Party,
Material and Net Order value.
Configuration Settings:
a. Maintain Self Defined Field Catalogs for Characters and Key Figures
Path:
IMG
Logistics General
Logistics Information System (LIS)
Logistics Data Warehouse
Data Basis
Field Catalogs
Maintain Self Defined Field Catalogs
Click on Create
Create Field Catalog for characteristics
Specify the Field Catalog Name with Description
Specify Application : 01 Sales and Distribution.
Select Charact . Catalog
Press Enter
Click on Characteristics Icon
Choose Sales Document : Header Data Option from Source Table Screen (Right
side Screen) and select the fields Sold To Party (KUNNR), Sales Organization
(VKORG), Distribution Channel (VTWEX), Division (SPART) and Material (MATNR)
from Sales Doc : Item Data option.
Click on Copy + Close option
Click on copy
Save it go back and Create Field Catalog for Key Figures.
Specify the Field Catalog Name with Description
Specify Application : 01 Sales and Distribution
Select Key Figures field catalog option
Press Enter
Click on Key Figures
Select Sales Doc : Header Data Option from Source Table
Select Net Value (NETWR)
Click on Copy + Close
Click on Copy
Save it and go back.
Path:
IMG
Logistics General
Logistics Information System
Data Basis
Information Structure
Logistics Data Warehouse
Maintain Self-Defined Information Structures
Create
Specify Info Structure Name (Between S501 To S999).
Specify the Application : 01 S & D
Specify type of IS (Info Structure) : Blank Standard
C Without Period Unit
T Transfer to SAP-BW
Specify Blank
Check Ping Possible
Click on Choose Characteristics Option
Select Characteristics field catalog
(Which was created in the previous step)
Select the fields from Field Catalog Fields
Click on Copy + Close Icon
Click on Copy
Click on Choose Key figures option
Select Key Figures field catalog and select the fields from the field catalog fields
Click on Copy + Close
Click on Copy
Assign Unit as a 31 (WAERK) Doc Currency
Check Sum. If it is activated, system accumulates the key figure values.
Check Fix. Set this indicator if you want to Fix the values of this Key Figure in the
planning table of Flexible Planning.
Save it, check it and click on generate, Go back Save it and Exit.
Go to MMBE and check the stock overview in both supplying and receiving storage
location.
Two Step:
Date:
Plant 1000
Supplying Storage Location 0001
Receiving Storage Location 0002
Removal from Supplying Storage Location
Movement Type 313 Transfer Posting Storage Location to Storage Location
remove from Storage.
Go to MB1B
Specify supplying Plant and Storage Locations
Specify Receiving Storage Location
Specify Material and Qty
Press Enter and Save it.
Go to MMBE and check the stock balance in supplying storage location.
Go to MMBE of Receiving Storage Location Stock In Transfer.
Go to MB1B and receive the stock in transfer into receiving storage location (0002)
By specifying Movement Type 315 Transfer Posting Storage Location to Storage
Location Place in Storage.
Specify Plant and Receiving Storage Location
Specify Material and Qty
Press Enter and Save it.
Go to MMBE of Receiving Storage Location and Stock in Unrestricted usage.
Go to MB1B to receive the stock from in Transfer to Receiving Plant and Storage
Location.
Specify Movement Type : 305 Transfer Posting Plant To Plant Place in Storage.
Specify Receiving Plant and Storage Location
Specify Material and Qty
Save it.
Go to MMBE and check the stock overview in receiving Plant and Storage Location
in un-restricted usage.
Stock Transfer between Two Plants under One Company Code by using Stock
Transport Order without SD involvement.
Data: STO Document Type UB
Supplying Plant 1000
Receiving Plant 1100
Customization Settings:
Create Material Master under One Plant and extend it to other Plant.
Go to MB1C and initialize the stock under supplying plant.
Process Flow:
Go to ME21N
Choose Stock Transport Order
Specify Supplying Plant (1000)
Specify Purchasing Organization (1000)
Purchasing Group (000)
Company Code (1000)
Specify the Material and Qty
Specify the Receiving Plant and Storage Location
Press Enter, save it and note down the STO Number.
Go to MB1B
Specify Movement Type 351 Transfer Posting to Stock in Transit from Unrestricted
Usage.
Specify supplying Plant (1000)
Storage Location (0001)
Press Enter
Specify the Purchase Order Number
Press Enter
Go to MIGO to receive the Goods with reference to Purchase Order.
Check Item OK
Click on Post and Check the Stock Overview.
Stock Transport Order with SD Delivery (One Step Intra) with in Company Code.
Data:
Plant 1000 Issuing Plant
Plant 1100 Receiving Plant
Configuration Settings
Create Vendor Master by using XK01 Transaction Code under 1000 / 10 / 00 and
make sure that in purchasing data section, Extras, Add Purchasing Data and
Specify Plant (Supplying)
a. One Step:
Go to VL02N
Specify the Document Number
Go to Picking Tab
Go to Subsequent Functions
Create Stock Transfer Order (LT03)
Press Enter and Save it.
Step 3:
Go to OVKK and Assign Pricing Procedure ZIV002 to supplying Plant Sales Area
with Document Pricing Procedure N IB Stock Transfer condition Type ZIVU.
Go to VK11 and maintain condition records for ZIVU.
Specifying Supplying Plant, Customer Number and Price.
Go to ME21N and raise standard Purchase Order
Specify Vendor Number
Specify Purchasing Organization (2200)
Specify Company Code (2200)
Specify the Material Number and Qty
Specify Receiving Plant and Storage Location
Save it and note down the P O Number.
Go to V4OB RPL Delivery
Specify Shipping Point (1000)
Go to Purchase Order Tab and specify Purchasing Document and Supplying Plant.
Click on Execute
Select Line Item and Click on background
Click on Next and note down Delivery Document Number
Go to VL02N
Go to Subsequent Functions
Crate Transfer Order (LT03) and note down the Transfer Order.
Go to VL02N and Carryout PGI
Go to VL02N and note down Movement Type 645 Transfer to Cross Company.
For Two Steps (643 Transfer to Cross Company)
Go to MMBE and check the Stock Balance.
Go to VF01 Document Type ZIVU IB Stock Transfer.
Save it.
Process Flow for Two Step :
ME21N VL10B VL02N MIGO MIRO
Go to VF01 (NLCC)
Batch Management
Configuration Settings: Create Material Master and make sure that checking group
of Availability Check should be CH Batches and check Batch Management in
Sales:General / Plant Data.
a. Client Level
b. Plant Level
c. Material Level
If it is Material Level then Batch Data is specific to Material Level only. That means
when the Material moving to other plant then Batch Data should be maintain
separately at Plant Level. Usually it is at Material Level.
Path:
IMG
Logistics - General
Batch Management
Specify Batch Level and Activates Status Management
Batch Level
Check Batch Unique at Material Level
Save it and go back.
Path: IMG
Logistics General
Batch Management
Batch Number Assignment
Activate Internal Batch Number Assignment
Activate Batch Number Assignment
Check Automatic Batch Number Assignment Active
Maintain Internal Batch Number Assignment Range:
Click on Change Icon
Click on Number Ranges
Click on Change Intervals
Path is same.
Define Access Sequence (Ex: SD01 KUNNR / MATNR) and Assign Condition
Table (002).
Define S & D StratExy Type: Ex: SD04 KUNNR / MATNR (Customer / Material)
and Assign Access Sequence (SD01) and Assign Class (ZCLASS)
Define Class (Transaction Code CL01) with Class Type 023 Batches.
Assign Sort Sequence (ZSORT) by using Transaction Code CU70 Create
Save it and Exit.
Define Batch Search Procedure: Define S & D search Procedure and define S & D
Batch search procedure (Ex: SD0001) and Assign stratExy type (SD04).
Path: Logistics
Central Functions
Batch Management
Batch Determination
Batch Search StratExy
For S & D
VCH1 Create
And maintain Condition Records for SD04 KUNNR / MATNR
Save it.
Specify Material
Batch (Internal Assignment)
Plant
Storage Location
Maintain Data in
Basic Data 1
Production Date : Mfg Date
Shelf Life Expiry Date : Expiry Date
Available From (MFG Date)
Next Inspection Date:
Check Un-Restricted Use:
Basic Data 2
Maintain Short Text
Assign Class :
Repeat the same process for another Batch with different dates.
Go to MB1C and initialize the stock by specifying Batch Number.
Go to VA01 and raise the Sales Order and Check the Batch Number at line item.
Inventory Management and Pricing can be carried out at a Header Level or Sub-Item
level. If it is at Header Level then system treats Header Item as a Main Item and
Sub-Items as a Text Items (No Inventory and No Billing).
If Inventory and Pricing carried out at sub-item level then system carries out
Inventory and Pricing at Sub-Item level then Head Item is a text item and sub-items
are Main Items.
When Materials are completely assembles that is called as a Header Level BOM.
Ex:Computer.
When components are manufactured then that is called as a Item Level BOM.
SAP recognize Header Level or Item Level BOM depending upon the General Item
CatExory Group. General Item CatExory Group (Only at Header Material) that is
Go to MM01 and Create Material Master by specifying General Item CatExory Group
for Header Item ERLA / LUMF and for sub-item as a NORM.
Path: Logistics
Sales and Distribution
Master Data
Products
BOM
BOM
Material BOM
CS01 Create
Specifying Header Material, Plant and BOM usage 5 (Sales and Distribution)
Press Enter and Specify Sub-Components with Qty
Save it.
Go to VA01 and raise the Sales Order by specifying Header Material and Check
BOM Explosion.
FAQS
1. If Customer Payer accepts invoices and invoice list how do you configure it?
ANS:
2. If ship to party wants to receive shipment on particular day. Ex: Saturday. How
do you configure it?
3. Can you create Customer Material info records from customer master?
Ans: Yes
PATH: XD02 or VD02 Sales Area Data Session
Environment
Then, Customer Material information
ANS: Yes
PATH: DX02 or VD02 Sales Area section, Extras, Blocking Data, specify the
particular area.
5. How system determines Item Category for a line item in the Sales Order?
ANS: System determines item category for a line item in the Sales Order by taking 4
factors into consideration.
ANS: Yes
ANS: Header Level Category, Item Level Category and Schedule Line Category.
ANS: Exclusive indicator restricts the system to read condition record for particular
condition table if it finds condition records for one condition table. That means it
stops search procedure with one condition table it finds condition records.
Select Access Sequence and click on Fields Control button and press enter.
10. ANS: Assign Credit Control Area to Sales Area. Sales Area is a combination of
Sales Organization, Distribution Channel and Division.
11. Can we Create Document Flow Records only for Inquiry, Quotation and Sales
Order?
ANS: Yes. It is relevant for Contract Business Cinereous. We have to Assign Value
as a 2.
12. Can we carry out New Pricing during Sales Document Processing?
ANS: YES. By using option update in Item Condition Screen.
13. What are the Two fields that are transferred to FI/CO module after saving
Invoice?
A. Reference Number
B. Allocation Number
14. How System Determines Plant for a line item in the Sales Order?
ANS: System follows search criteria for determine plant for a line item in the Sales
Order.
d) System first checks customer material info records. If Plant has been
maintained, then it will take from Customer Material Info records or else it will
go to b
e) Customer Master Ship to Party or else it will go to c
f) Materials Master or else Plant should be determined manually during Sales
Order Processing.
15. Can we carry out New Pricing during Sales Document Processing?
ANS: YES. By using option update in Item Condition Screen.
ANS: Assign Credit Control Area to Sales Area. Sales Area is a combination of Sales
Organization, Distribution Channel and Division.
Path:
IMG
Enterprise Structure
Assignment
Sales and Distribution
Assign Sales Area to Credit Control Area
Choose our Sales Area and Assign our Credit Control Area.
17. FAQ: What is the difference between Proforma Invoice and Standard Invoice?
OR
How you will differentiate there two?
Ans: Proforma Invoice doesnt have Account Determination Procedure as it need not
to transfer Billing information from SD to FI.
- Murthy. B-