ConfigGuide SD

SAP SD Module Implementation
OSCAR GROUP Created by: Project Team
OSCAR Group - SD
Module
Configuration Guide
SAP Fast Trak SD Team

Chennai, India
May 2010 Batch
IBM India Pvt Limited Name of Process- Configuration for Oscar Group
Copyright
© Copyright 2009 IBM India. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the
express permission of IBM India. The information contained herein may be changed without prior notice.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP
products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP AG in Germany and other countries.
Data contained in this document serves informational purposes only.
These materials are subject to change without notice. These materials are provided by Fast Trak Project
Team for informational purposes only on part of Functional simulation and implementation of ERP
system for Oscar Group of Companies, without representation or warranty of any kind.
Confidential Page 2 of 89
Contents
1 Purpose 10
2 Preparation 10
2.1 Prerequisites.......................................................................................................... 10
2.2 Process Criteria..................................................................................................... 10
3 Configuration 11
3.1 Enterprise Structure...............................................................................................11
3.1.1 Definition....................................................................................................... 11
3.1.1.1 Define Sales Organization...........................................................................11
3.1.1.2 Define Distribution Channels........................................................................13
3.1.1.3 Maintain Sales Office...................................................................................14
3.1.1.4 Maintain Sales Group...................................................................................16
3.1.1.5 Define Division.............................................................................................17
3.1.1.6 Define Shipping Point...................................................................................18
3.1.2 Assignment................................................................................................... 20
3.1.2.1 Assign Sales Organization to Company Code.............................................20
3.1.2.2 Assign Distribution Channel to Sales Organization......................................20
3.1.2.3 Assign Division to Sales Organization..........................................................21
3.1.2.4 Setup Sales Area.........................................................................................23
3.1.2.5 Assign Sales Office to Sales Area................................................................26
3.1.2.6 Assign Sales organization – Distribution Channel- Plant.............................26
3.1.2.7 Assign Sales Area to Credit Control Area....................................................28
3.1.2.8 Assign Shipping Point to Plant.....................................................................28
3.2 Account Groups & Partner Determination..............................................................30
3.2.1 Define Account Groups with Screen Layout..................................................30
3.2.2 Create Number Range for Customer Account...............................................34
3.2.3 Assign Number Range to Customer Account Groups...................................35
3.2.4 Set up Partner Determination........................................................................36
3.2.4.1 Set up Partner Determination for Customer Master.....................................36
3.2.4.2 Partner Determintion Procedure...................................................................36
3.2.4.3 Partner Determintion Procedure Assingment...............................................38
3.2.4.4 Account Groups- Function Assingment........................................................38
3.2.4.5 Set up Partner Determination for Sales Doc Header....................................39
3.2.4.6 Partner Funtions in Procedure.....................................................................39
3.2.4.7 Partner Determination Procedure Assignment.............................................39
3.2.4.8 Set up Partner Determination for Sales Doc Item........................................40

3.2.4.11 Set up Partner Determination for Delivery....................................................41
3.2.4.14 Set up Partner Determination for Shipment.................................................42
3.2.4.17 Set up Partner Determination for Billing Header..........................................43
3.2.4.20 Set up Partner Determination for Billing Item...............................................44
3.3 Credit Management...............................................................................................45
3.3.1 Define Preliminary settings for credit management.......................................45
3.3.2 Define Credit Groups.....................................................................................45
3.3.3 Define Risk Categories..................................................................................46
3.3.4 Assign Sales document and delivery documents..........................................46
3.3.5 Define Automatic Credit Control....................................................................47
3.4 Master data............................................................................................................ 48
3.4.1 Define Common Distribution Channel...........................................................48
3.4.2 Define Common Divisions.............................................................................49
3.4.3 Define Delivery Priorities...............................................................................50
3.4.4 Define Terms of Payments............................................................................50
3.4.5 Define Incoterms...........................................................................................52
3.5 Sales Documents................................................................................................... 53
3.5.1 Sales Document Header...............................................................................53
3.5.1.1 Define Sales Document Type......................................................................53
3.5.1.2 Define Number ranges For Sales Document Types.....................................55
3.5.1.3 Assign Sales Area to Sales Documents.......................................................56
3.5.1.3.1 Combine Sales organization............................................................56
3.5.1.3.2 Combine Distibution Channel..........................................................57
3.5.1.3.3 Combine Divisions...........................................................................57
3.5.1.3.4 Assign Sales Area To Sales Document Types................................58
3.5.2 Sales Document Item....................................................................................59
3.5.2.1 Define Item Categories................................................................................59
3.5.2.2 Assign Item Categories................................................................................62
3.5.3 Schedule Lines..............................................................................................63
3.5.3.1 Define Schedule Line Categories.................................................................63
3.5.3.2 Assign Schedule Line Categories................................................................63

3.5.4 Maintain Copy Control for Sales Documents.................................................64
3.5.4.1 Copy Control: Sales documents to Sales documents..................................65
3.5.4.2 Copy Control: Billing documents to Sales documents..................................66
3.5.5 Maintain Output determination for Sales documents.....................................67
3.5.5.1 Maintain Output Types.................................................................................67
3.5.5.2 Maintain Output Deternination Procedure....................................................69
3.5.5.3 Assign Output Deternination Procedure.......................................................69
3.6 Shipping................................................................................................................. 70
3.6.1 Shipping Point and Goods Receiving Point determination............................70
3.6.1.1 Define Shipping Conditions..........................................................................70
3.6.1.2 Define Shipping conditions by Sales document type....................................70
3.6.1.3 Define loading groups..................................................................................71
3.6.1.4 Assign shipping points.................................................................................71
3.6.2 Scheduling (Delivery Scheduling and transportation scheduling)..................72
3.6.2.1 Define scheduling by Sales document type.................................................72
3.6.2.2 Define scheduling by shipping point.............................................................73
3.6.3 Deliveries...................................................................................................... 74
3.6.3.1 Define delivery types....................................................................................74
3.6.3.2 Define item categories for deliveries............................................................74
3.6.3.3 Define Item category determination in deliveries..........................................75
3.6.3.4 Define number range for deliveries..............................................................75
3.6.4 Copying Control............................................................................................. 76
3.6.4.1 Specify Copy Control for Deliveries..............................................................76
3.7 Billing..................................................................................................................... 77
3.7.1 Billing Documents..........................................................................................77
3.7.1.1 Define Billing Types.....................................................................................77
3.7.1.2 Define Number Ranges For Billing Documents............................................78
3.7.2 Maintain Copying Controls for Billing Documents..........................................78
3.7.2.1 Maintain Copying Contrlos for Sales Documents to Billing Documents.......78
3.7.2.2 Maintain Copying Controls for Billing Documents to Billing Documents.......80
3.7.2.3 Maintain Copying Contrlos for Delivery document to billing document.........81
3.7.3 Maintain Output Determination for Billing Documents...................................83
3.7.3.1 Maintain Output types..................................................................................83
3.7.3.2 Assign Output types to Partner Functions....................................................84
3.8 Pricing.................................................................................................................... 85
3.8.1 Define Condition tables.................................................................................85
3.8.2 Define Condition types..................................................................................86
3.8.3 Define Access Sequence..............................................................................86
3.8.4 Define and Assign Pricing Procedure............................................................86

3.8.4.1 Maintain Pricing Procedure..........................................................................86
3.8.4.2 Define Customer Pricing Procedure.............................................................87
3.8.4.3 Define Document Pricing Procedure............................................................87
3.8.4.4 Assign Document Pricing Procedure to order types.....................................88
3.8.4.5 Assign Document Pricing Procedure to Billing types....................................88
3.8.4.6 Define Pricing Procedure determination.......................................................89
Sales Documents Definition: Configuration Guide
Purpose
This configuration guide provides the information you need to set up the configuration
manually.
Preparation
2.1 Prerequisites
The document contains the entire necessary configuration which is basic for the configuration
of any SD Sales Transaction processing scenario – for various sales Order Cycles.
2.2 Process Criteria
Configuration
3.1 Enterprise Structure
3.1.1 Definition
3.1.1.1 Define Sales Organization
Menu Path IMG > Enterprise Structure > Definition > Sales and Distribution >
Define, copy, delete, check sales organization.
T - Code SPRO
Details of Define, copy, delete, check sales organization

Configuration
Define Sales Organization: PIL INDUSTRIAL 2001
Sales Org : PIL AUTOMOTIVE 2002
Sales Org PIL STK TRFR
Sales Org : 3001 PEL DOMESTIC
PEL STK TRFR
3.1.1.2 Define Distribution Channels
Distribution Channel PIL: 12 Direct
Distribution Channel PIL: 13 Dealer
Distribution Channel PIL: 14 Institutional
Distribution Channel PIL: 17 Others
Distribution Channel PIL: 16 Exports
Distribution Channel PIL: 15 OEM
Distribution Channel PIL: 18 STOCK DIS CHANNEL
3.1.1.3 Maintain Sales Office
Maintain Sales office.
T - Code SPRO
Details of Maintain Sales Office

Configuration
List of Sales Offices for PIL & PEL
Sales Office
3.1.1.4 Maintain Sales Group
Maintain Sales Group.
T - Code SPRO
Details of Maintain Sales Office

Configuration
List of Sales Office

-
-
-
-
-
-
-
3.1.1.5 Define Division

Menu Path IMG > Enterprise Structure > Definition > Logistics General > Define,
copy, delete, check division.
T - Code SPRO
Details of Define Division

Configuration
Divisions : 52 – Industrial UPS
Divisions : 53 – UPS Stand By
List of Division - PIL - Industrial
List of Divisons – PIL Automotive
3.1.1.6 Define Shipping Point

Menu Path IMG > Enterprise Structure > Definition > Logistics Execution > Define,
copy, delete, check shipping point.
T - Code SPRO
Details of Define Shipping Point

Configuration
List of Shipping Points

Shipping
Point Description
1000 Ranjangaon Sh Pt
1001 Durgapur Sh Pt
1002 Hosur Sh Pt
1003 Pune Sh Pt
1004 Nashik Sh Pt
1005 Chennai Sh Pt
1006 Gurgaon Sh Pt
1007 Mumbai Sh Pt
1010 RO Mumbai Sh Pt
1011 RO Chennai Sh Pt
1012 RO Delhi Sh Pt
1013 RO Kolkatta Sh Pt
1014 BO Delhi Sh Pt 1
1026 BO Kolkata Sh Pt 1
1038 BO Mumbai Sh Pt 1
1051 BO Chennai Sh Pt 1
1064 Banglore Sh Pt
3.1.2 Assignment
3.1.2.1 Assign Sales Organization to Company Code
Menu Path IMG > Enterprise Structure > Assignment > Sales and Distribution >
Assign sales organization to company code.
T - Code SPRO
Details of Assign sales organization to company code

Configuration
3.1.2.2 Assign Distribution Channel to Sales Organization
Assign distribution channel to sales organization.
T - Code SPRO
Details of Assign distribution channel to sales organization

Configuration
3.1.2.3 Assign Division to Sales Organization
Assign division to sales organization.
T - Code SPRO
Details of Assign division to sales organization

Configuration
3.1.2.4 Setup Sales Area
Menu Path IMG > Enterprise Structure > Assignment > Sales and Distribution > Set
up sales area.
T - Code SPRO
Details of Set up sales area

Configuration
List of Sales Areas

Dis
Sa Org Name Chan Name Div Name
2001 PIL INDUSTRIAL 12 DIRECT 52 UPS
2001 PIL INDUSTRIAL 12 DIRECT 53 UPS STANDBY
2001 PIL INDUSTRIAL 12 DIRECT 54 STORAGE BC
2001 PIL INDUSTRIAL 12 DIRECT 55 STAND BY BATTERY
2001 PIL INDUSTRIAL 12 DIRECT 56 INDUSTRIAL BC
2001 PIL INDUSTRIAL 12 DIRECT 57 INDUSTRIAL UPS
2001 PIL INDUSTRIAL 13 DEALER 52 UPS
2001 PIL INDUSTRIAL 13 DEALER 53 UPS STANDBY
2001 PIL INDUSTRIAL 13 DEALER 54 STORAGE BC
2001 PIL INDUSTRIAL 13 DEALER 55 STAND BY BATTERY
2001 PIL INDUSTRIAL 13 DEALER 56 INDUSTRIAL BC
2001 PIL INDUSTRIAL 13 DEALER 57 INDUSTRIAL UPS
2001 PIL INDUSTRIAL 14 INSTITUTIONAL 52 UPS

2001 PIL INDUSTRIAL 14 INSTITUTIONAL 53 UPS STANDBY
2001 PIL INDUSTRIAL 14 INSTITUTIONAL 54 STORAGE BC
2001 PIL INDUSTRIAL 14 INSTITUTIONAL 55 STAND BY BATTERY
2001 PIL INDUSTRIAL 14 INSTITUTIONAL 56 INDUSTRIAL BC
2001 PIL INDUSTRIAL 14 INSTITUTIONAL 57 INDUSTRIAL UPS
2001 PIL INDUSTRIAL 17 OTHERS 52 UPS
2001 PIL INDUSTRIAL 17 OTHERS 53 UPS STANDBY
2001 PIL INDUSTRIAL 17 OTHERS 54 STORAGE BC
2001 PIL INDUSTRIAL 17 OTHERS 55 STAND BY BATTERY
2001 PIL INDUSTRIAL 17 OTHERS 56 INDUSTRIAL BC
2001 PIL INDUSTRIAL 17 OTHERS 57 INDUSTRIAL UPS
2002 PIL AUTOMOTIVE 12 DIRECT 56 INDUSTRIAL BC
2002 PIL AUTOMOTIVE 12 DIRECT 57 INDUSTRIAL UPS
2002 PIL AUTOMOTIVE 12 DIRECT 71 PIL HCV
2002 PIL AUTOMOTIVE 12 DIRECT 72 PIL LCV
2002 PIL AUTOMOTIVE 12 DIRECT 73 PIL BC AUTO
2002 PIL AUTOMOTIVE 12 DIRECT 74 PIL PAS
2002 PIL AUTOMOTIVE 13 DEALER 56 INDUSTRIAL BC
2002 PIL AUTOMOTIVE 13 DEALER 57 INDUSTRIAL UPS
2002 PIL AUTOMOTIVE 13 DEALER 71 PIL HCV
2002 PIL AUTOMOTIVE 13 DEALER 72 PIL LCV
2002 PIL AUTOMOTIVE 13 DEALER 73 PIL BC AUTO
2002 PIL AUTOMOTIVE 13 DEALER 74 PIL PAS
2002 PIL AUTOMOTIVE 14 INSTITUTIONAL 56 INDUSTRIAL BC
2002 PIL AUTOMOTIVE 14 INSTITUTIONAL 57 INDUSTRIAL UPS
2002 PIL AUTOMOTIVE 14 INSTITUTIONAL 71 PIL HCV
2002 PIL AUTOMOTIVE 14 INSTITUTIONAL 72 PIL LCV
2002 PIL AUTOMOTIVE 14 INSTITUTIONAL 73 PIL BC AUTO
2002 PIL AUTOMOTIVE 14 INSTITUTIONAL 74 PIL PAS
2002 PIL AUTOMOTIVE 15 OEM 56 INDUSTRIAL BC
2002 PIL AUTOMOTIVE 15 OEM 57 INDUSTRIAL UPS
2002 PIL AUTOMOTIVE 15 OEM 71 PIL HCV
2002 PIL AUTOMOTIVE 15 OEM 72 PIL LCV
2002 PIL AUTOMOTIVE 15 OEM 73 PIL BC AUTO
2002 PIL AUTOMOTIVE 15 OEM 74 PIL PAS
2002 PIL AUTOMOTIVE 16 EXPORT 56 INDUSTRIAL BC
2002 PIL AUTOMOTIVE 16 EXPORT 57 INDUSTRIAL UPS
2002 PIL AUTOMOTIVE 16 EXPORT 71 PIL HCV
2002 PIL AUTOMOTIVE 16 EXPORT 72 PIL LCV
2002 PIL AUTOMOTIVE 16 EXPORT 73 PIL BC AUTO
2002 PIL AUTOMOTIVE 16 EXPORT 74 PIL PAS
2002 PIL AUTOMOTIVE 17 OTHERS 56 INDUSTRIAL BC
2002 PIL AUTOMOTIVE 17 OTHERS 57 INDUSTRIAL UPS
2002 PIL AUTOMOTIVE 17 OTHERS 71 PIL HCV
2002 PIL AUTOMOTIVE 17 OTHERS 72 PIL LCV
2002 PIL AUTOMOTIVE 17 OTHERS 73 PIL BC AUTO
2002 PIL AUTOMOTIVE 17 OTHERS 74 PIL PAS
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 51 COM DIV
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 52 UPS
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 53 UPS STANDBY
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 54 STORAGE BC
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 55 STAND BY BATTERY
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 71 PIL HCV
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 72 PIL LCV
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 73 PIL BC AUTO
STOCK DIS
2003 PIL STOCK TFR 18 CHANNEL 74 PIL PAS
3001 PEL DOMESTIC 12 DIRECT 52 UPS
3001 PEL DOMESTIC 12 DIRECT 53 UPS STANDBY
3001 PEL DOMESTIC 12 DIRECT 54 STORAGE BC
3001 PEL DOMESTIC 12 DIRECT 55 STAND BY BATTERY
3001 PEL DOMESTIC 12 DIRECT 56 INDUSTRIAL BC
3001 PEL DOMESTIC 12 DIRECT 57 INDUSTRIAL UPS
3001 PEL DOMESTIC 12 DIRECT 71 PIL HCV
3001 PEL DOMESTIC 12 DIRECT 72 PIL LCV
3001 PEL DOMESTIC 12 DIRECT 73 PIL BC AUTO
3001 PEL DOMESTIC 12 DIRECT 74 PIL PAS
3001 PEL DOMESTIC 13 DEALER 52 UPS
3001 PEL DOMESTIC 13 DEALER 53 UPS STANDBY
3001 PEL DOMESTIC 13 DEALER 54 STORAGE BC
3001 PEL DOMESTIC 13 DEALER 55 STAND BY BATTERY
3001 PEL DOMESTIC 13 DEALER 56 INDUSTRIAL BC
3001 PEL DOMESTIC 13 DEALER 57 INDUSTRIAL UPS
3001 PEL DOMESTIC 13 DEALER 71 PIL HCV
3001 PEL DOMESTIC 13 DEALER 72 PIL LCV
3001 PEL DOMESTIC 13 DEALER 73 PIL BC AUTO
3001 PEL DOMESTIC 13 DEALER 74 PIL PAS
3001 PEL DOMESTIC 14 INSTITUTIONAL 52 UPS
3001 PEL DOMESTIC 14 INSTITUTIONAL 53 UPS STANDBY
3001 PEL DOMESTIC 14 INSTITUTIONAL 54 STORAGE BC
3001 PEL DOMESTIC 14 INSTITUTIONAL 55 STAND BY BATTERY
3001 PEL DOMESTIC 14 INSTITUTIONAL 56 INDUSTRIAL BC
3001 PEL DOMESTIC 14 INSTITUTIONAL 57 INDUSTRIAL UPS
3001 PEL DOMESTIC 14 INSTITUTIONAL 71 PIL HCV
3001 PEL DOMESTIC 14 INSTITUTIONAL 72 PIL LCV
3001 PEL DOMESTIC 14 INSTITUTIONAL 73 PIL BC AUTO
3001 PEL DOMESTIC 14 INSTITUTIONAL 74 PIL PAS
3001 PEL DOMESTIC 17 OTHERS 52 UPS
3001 PEL DOMESTIC 17 OTHERS 53 UPS STANDBY
3001 PEL DOMESTIC 17 OTHERS 54 STORAGE BC
3001 PEL DOMESTIC 17 OTHERS 55 STAND BY BATTERY
3001 PEL DOMESTIC 17 OTHERS 56 INDUSTRIAL BC
3001 PEL DOMESTIC 17 OTHERS 57 INDUSTRIAL UPS
3001 PEL DOMESTIC 17 OTHERS 71 PIL HCV
3001 PEL DOMESTIC 17 OTHERS 72 PIL LCV
3001 PEL DOMESTIC 17 OTHERS 73 PIL BC AUTO
3001 PEL DOMESTIC 17 OTHERS 74 PIL PAS
STOCK DIS
3002 PEL STOCK TFR 18 CHANNEL 56 INDUSTRIAL BC
STOCK DIS
3002 PEL STOCK TFR 18 CHANNEL 57 INDUSTRIAL UPS
3.1.2.5 Assign Sales Office to Sales Area
Assign sales office to sales area.
T - Code SPRO
Details of Assign sales office to sales area

Configuration
3.1.2.6 Assign Sales organization – Distribution Channel-

Plant
Assign Sales Organization – Distribution Channel - Plant
T - Code SPRO
Details of Assign Sales Organization – Distribution Channel - Plant
Configuration
3.1.2.7 Assign Sales Area to Credit Control Area.
Assign Sales area to Credit Control Area
T - Code SPRO
Details of Assign Sales area to Credit Control Area

Configuration
3.1.2.8 Assign Shipping Point to Plant.
Menu Path IMG > Enterprise Structure > Assignment > Logistics Execution > Assign
Shipping Point to Plant.
T - Code SPRO
Details of Assign Shipping Point to Plant

Configuration
3.2 Account Groups & Partner Determination

3.2.1 Define Account Groups with Screen Layout.
Menu Path Financial Accounting > Account Receivable and Account Payable>
Customer Account> Master Data> Preparations for Creating Customer
Master Data> Define Account Groups with Screen Layout(Customer)
T - Code SPRO
Details of Define Account Groups with Screen Layout

Configuration
General Data
Company Code Data :
Sales Area Data :
Account Group Ship to party
Account Group Bill to party
Account Group - Payer - Oscar
List of Account Groups for Oscar
3.2.2 Create Number Range for Customer Account.

Master Data> Create Number ranges for account Groups
T - Code XDN1
Details of Create Number ranges for account Groups

Configuration
3.2.3 Assign Number Range to Customer Account Groups.

Master Data> Assign number ranges to Customer account Groups
T - Code OBAR
Details of Assign number ranges to Customer account Groups

Configuration
3.2.4 Set up Partner Determination
3.2.4.1 Set up Partner Determination for Customer Master.
Menu Path Sales and Distribution > Basic Functions > Partner Determination>
Set up Partner Determination > Set up partner Determination for
Customer Master
T - Code SPRO
Details of Set up partner Determination for Customer Master

Configuration
3.2.4.2 Partner Determintion Procedure.
Partner Determination Procedures :
Partner functions in Procedure for Sold to Party:
Partner functions in Procedure for Bill to Party:
Partner functions in Procedure for Payer :
Partner functions in Procedure for Ship to Party :
3.2.4.3 Partner Determintion Procedure Assingment.
3.2.4.4 Account Groups- Function Assingment.
3.2.4.5 Set up Partner Determination for Sales Doc Header
3.2.4.6 Partner Funtions in Procedure
3.2.4.7 Partner Determination Procedure Assignment
3.2.4.8 Set up Partner Determination for Sales Doc Item
3.2.4.9
P
artner Funtions in Procedure
3.2.4.11 Set up Partner Determination for Delivery
3.2.4.14 Set up Partner Determination for Shipment
3.2.4.17 Set up Partner Determination for Billing Header
3.2.4.20 Set up Partner Determination for Billing Item
3.3 Credit Management

Credit Management process is to be followed in the Sales Process. Credit Check will be
given at the Order level.
Configurations for Credit management are done at Financial Accounting as well as Sales and
Distribution level.
3.3.1 Define Preliminary settings for credit management
Transaction code SPRO

SAP CRM IMG menu SAP Customizing Implementation Guide  Financial
Accounting (New) Accounts Receivable and Accounts
Payable  Credit Management Credit Control Account 
Define Preliminary Settings for Credit Management
3.3.2 Define Credit Groups

SAP CRM IMG menu SAP Customizing Implementation Guide  Sales and
Distribution Basic Functions Credit Management/Risk
Management Credit Management Define Credit Groups
3.3.3 Define Risk Categories
Risk Categories have been categorized as High, Medium and Low Risk Customers

Define Risk Categories
3.3.4 Assign Sales document and delivery documents

Assign Sales Documents and Delivery Documents
3.3.5 Define Automatic Credit Control
Automatic Credit Control is defined on the basis of the combination of Credit Control Area ,
Risk Category and Credit Group. It is through Automatic control that on a given combination
credit check can be set depending on various parameters like horizon, maximum document
value , critical fields , or any customized user developments.

Define Automatic Credit Control
Credit Control has been set on the following Combinations:
3.4 Master data
3.4.1 Define Common Distribution Channel
Common Distribution Channel - 11
SAP CRM IMG menu IMG  Sales and Distribution  Master Data Define
Common Distribution Channels
3.4.2 Define Common Divisions
Common Divisions
3.4.3 Define Delivery Priorities
Common Divisions Business Partners  Customers 
Shipping Define Delivery Priorities
Two delivery priorities have been maintained as per standard process

1 High
2 Normal
3.4.4 Define Terms of Payments
Common Divisions Business Partners  Billing Document
Define Terms Of Payment
3.4.5 Define Incoterms
Common Divisions Business Partners  Billing Document
Define Incoterms
3.5 Sales Documents

Sales Document depicts sales transactions. They are the objects that drive the sales Order
Cycles in SD.Sales Document are categorized as Sales Header, Item and Schedule Lines.
3.5.1 Sales Document Header

Sales Document Header defines the superficial controls and flow of Sales Order processing.
It is applicable to all the items that fall ubdera particular order.
3.5.1.1 Define Sales Document Type

Sales Document Types as mentioned above control the flow , copying elements ,number
ranges , billing , pricing , delivery, etc. of the sales Order cycle.
SAP CRM IMG menu IMG  Sales and Distribution  Sales  Sales Documents 
Sales Document Header Define Sales Document Types
The Sales Document Configurations have been done for the following Sales Document Types
Sales Document
Type Description
ZCQ Quantity Contract
ZCR Credit Memo Request
ZDR Debit Memo Request
ZIN Inquiry
ZOR Standard Order
ZQT Quotation
ZRE Returns - Oscar
ZRO Release Order -Oscar
3.5.1.2 Define Number ranges For Sales Document Types
Specific Number ranges need to be followed for each sales document types , in order to
differentiate one from another as per the customer requirements.
Sales Document Header Define Number Ranges For Sales
Documents
The above selected ones are the number ranges followed for Sales order documents
Sales document Type Range From To

ZIN 000000001 0004999999
ZQT 0005000000 0005999999
ZOR 0010000000 0014999999
ZRE 0025000000 0029999999
ZRO 0030000000 0034999999
3.5.1.3 Assign Sales Area to Sales Documents
Sales document will get reflected in the sales cycles only after it is assigned to the respective
sales Area.
In order to do the same , there needs to be a reference sales Organisation/distribution
channel/division that will be used for the assignment. Therefore combination of Sales
Organisation/Distribution Channel/Division needs to be done for the same.
3.5.1.3.1 Combine Sales organization.
3.5.1.3.2 Combine Distibution Channel.
Sales Document Header  Assign Sales Area To Sales
Document Types  Combine Distribution Channels
3.5.1.3.3 Combine Divisions.
Document Types  Combine Divisions
3.5.1.3.4 Assign Sales Area To Sales Document Types.
Document Types  Assign Sales Order Types permitted for
Sales Area
3.5.2 Sales Document Item
Sales Document Items control the flow of data at the item level. The Item categories Control
various functions like whether it is relevant for billing , Pricing , Credit check , contracts ,
Completeness, etc. The Item Category is determined on the vbasis of the order document
ans various parameters related to the Item.
3.5.2.1 Define Item Categories
Sales Document Item Define Item Categories
The following are the Item Categories created for Oscar Group
Item Category Description

ZAFN Inquiry item - oscar
ZAGX Quotation Item-Oscar
ZG2N Credit memo Request
ZKMN Qty Cntrct Itm-Oscar
ZL2N debit memo Request
ZREN Returns Item - Oscar
ZTAN Standard Item -Oscar
ZTAS Thrd Prty Item-Oscar
3.5.2.2 Assign Item Categories
Item Category Determination is defined with the combination of Sales Document Type , Item
Category Group , Item Usage and Higher Level Item Category( for free goods,etc)
Sales Document Item Assign Item Categories
3.5.3 Schedule Lines
Schedule lines decide the schedules of an item. They decide what kind of movements need to
be followed by the item. Schedule Line Categories Control the Requirements , availability
check ,etc.
3.5.3.1 Define Schedule Line Categories
Schedule Lines  Define Schedule Line Categories
3.5.3.2 Assign Schedule Line Categories
Schedule Line Categories are determined with the combination of Item Category and MRP
Type.
Schedule Lines  Assign Schedule Line Categories
3.5.4 Maintain Copy Control for Sales Documents
Copying Control is an important function in SAP . It is based on the copying controls and
routines that one document gets copied and updated to another document.
Copying Control takes place from sales to sales and sales to Billing documents.
Every document that is gettingfbreferenced to another documentneeds to have maintained
copying controls.
SAP CRM IMG menu IMG  Sales and Distribution  Sales  Maintain Copy
Control for Sales Documents
3.5.4.1 Copy Control: Sales documents to Sales documents
Copying Controls are defined at all the three levels : Header , item and Schedule lines.
Control for Sales Documents  Copying Control: Sales
Document to Sales Document
3.5.4.2 Copy Control: Billing documents to Sales documents
Control for Sales Documents  Copying Control: Billing
documents to Sales documents
3.5.5 Maintain Output determination for Sales documents
Output Determination procedures are configured on the basis of Condition technique. They
are assigned to the sales Document types for Salles Documents like Order, Contracts , etc.
3.5.5.1 Maintain Output Types
SAP CRM IMG menu IMG  Sales and Distribution  Basic Functions  Output
Control  Output Determination  Output Determination
Using the Condition Technique  Maintain Output
Determination for Sales Documents  Maintain Output Types
Output types created ZBA0 – Order

ZK00 - Contract
Access Sequence – 0003 - Combination of Sales Organisation and Customer
3.5.5.2 Maintain Output Deternination Procedure
Determination for Sales Documents  Maintain Output
Determination Procedure
Output Determination procedure - ZV0800 – Order-Oscar Group
Output Determination procedure - ZV1000 – Contracts – Oscar Group
3.5.5.3 Assign Output Deternination Procedure
Output Determination procedure is assigned to Sales Document Type.
Determination for Sales Documents  Assign Output
Determination Procedure
3.6 Shipping
3.6.1 Shipping Point and Goods Receiving Point

determination
3.6.1.1 Define Shipping Conditions

Procedure
1. Access the activity using the following navigation options:
SAP IMG menu Logistics Execution  Shipping  Basic Shipping functions 
Shipping Point and Goods Receiving Point Determination 
Define Shiping Conditions
3.6.1.2 Define Shipping conditions by Sales document type

Define Sgiping Conditions by Sales document type
3.6.1.3 Define loading groups

Define Loading Groups
3.6.1.4 Assign shipping points
Access the activity using the following navigation options:

Assign Shipping Point
3.6.2 Scheduling (Delivery Scheduling and transportation

scheduling)
3.6.2.1 Define scheduling by Sales document type

Scheduling  Delivery Scheduling and transportation
scheduling Define Scheduling by Sales Document Type
3.6.2.2 Define scheduling by shipping point

Scheduling  Delivery Scheduling and transportation
scheduling Define Scheduling by Shipping Point
3.6.3 Deliveries
3.6.3.1 Define delivery types

SAP IMG menu Logistics Execution  Shipping  deliveries Define delivery
types
3.6.3.2 Define item categories for deliveries

SAP IMG menu Logistics Execution  Shipping  deliveries Define item
categories for deliveries
3.6.3.3 Define Item category determination in deliveries

SAP IMG menu Logistics Execution  Shipping  deliveries Define item
categories determination for deliveries
3.6.3.4 Define number range for deliveries

SAP IMG menu Logistics Execution  Shipping  deliveries Define number
ranges for deliveries
3.6.4 Copying Control
3.6.4.1 Specify Copy Control for Deliveries
SAP IMG menu Logistics Execution  Shipping  deliveries Copy Controls

Specify Copy control for deliveries
3.7 Billing
3.7.1 Billing Documents
3.7.1.1 Define Billing Types

Procedure
SAP IMG menu Sales and Distribution  Billing  Billings Documents  Define
Billng Document Types  Define Billing Types
3.7.1.2 Define Number Ranges For Billing Documents
SAP IMG menu Sales and Distribution  Billing  Billings Documents 

Define Billng Document Types  Define Number Ranges for
Billing Documents
3.7.2 Maintain Copying Controls for Billing Documents
3.7.2.1 Maintain Copying Contrlos for Sales Documents to

Billing Documents

Define Billng Document Types  Miantain Copying Contrls For
Billing Documents Sales document to billing document
3.7.2.2 Maintain Copying Controls for Billing Documents to

Billing Documents

Billing Documents Billing document to billing document
3.7.2.3 Maintain Copying Contrlos for Delivery document to

billing document
Access the activity using the following navigation options:

Billing Documents Delivery document to billing document
3.7.3 Maintain Output Determination for Billing Documents
3.7.3.1 Maintain Output types

SAP IMG menu Sales and Distribution  Basic Functions  Output
Determination Using The Conditions Techniue  Miantain
Output Determination for Billing Documents  Miantain
Condition Tablse Maintain output condition table for billing
documents
3.7.3.2 Assign Output types to Partner Functions

SAP IMG menu Sales and Distribution  Basic Functions  Output
Determination Using The Conditions Techniue  Miantain
Output Determination for Billing Documents  Miantain
Condition Tablse Assing Output Type To Partner Functions
3.8 Pricing
3.8.1 Define Condition tables

Procedure
SAP IMG menu Sales and Distribution  Master Data  Basic functions 
Pricing Pricing Control Define Condition table
3.8.2 Define Condition types

Pricing Pricing Control Define Condition types
3.8.3 Define Access Sequence

Pricng Pricing Control Define Access Sequence
3.8.4 Define and Assign Pricing Procedure
3.8.4.1 Maintain Pricing Procedure
Pricng Pricing Control Define and assign Pricing
ProcedureMaintain Pricing Procedure
3.8.4.2 Define Customer Pricing Procedure

ProcedureDefine Customer Pricing Procedure
3.8.4.3 Define Document Pricing Procedure
ProcedureDefine Document Pricing Procedure
3.8.4.4 Assign Document Pricing Procedure to order types

Pricng Pricing Control  Assign document Pricing Procedure
to Order Types
3.8.4.5 Assign Document Pricing Procedure to Billing types

Pricng Pricing Control  Assign document Pricing Procedure
to Billing Types
3.8.4.6 Define Pricing Procedure determination
Pricng Pricing Control  Define Pricing Procedure
determination

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SAP SD Module Implementation

OSCAR GROUP Created by: Project Team

SAP Fast Trak SD Team

© Copyright 2009 IBM India. All rights reserved.

Data contained in this document serves informational purposes only.

3.2.4.10 Partner Determination Procedure Assignment.............................................40

3.5.3.2 Assign Schedule Line Categories................................................................63

3.8.4 Define and Assign Pricing Procedure............................................................86

Sales Documents Definition: Configuration Guide

2.2 Process Criteria

3.1.1.1 Define Sales Organization

Details of Define, copy, delete, check sales organization

Define Sales Organization: PIL INDUSTRIAL 2001

Sales Org : PIL AUTOMOTIVE 2002

Sales Org PIL STK TRFR

Sales Org : 3001 PEL DOMESTIC

PEL STK TRFR

3.1.1.2 Define Distribution Channels

Distribution Channel PIL: 12 Direct

Distribution Channel PIL: 13 Dealer

Distribution Channel PIL: 14 Institutional

Distribution Channel PIL: 17 Others

Distribution Channel PIL: 16 Exports

Distribution Channel PIL: 15 OEM

Distribution Channel PIL: 18 STOCK DIS CHANNEL

3.1.1.3 Maintain Sales Office

Details of Maintain Sales Office

List of Sales Offices for PIL & PEL

3.1.1.4 Maintain Sales Group

Details of Maintain Sales Office

List of Sales Office

3.1.1.5 Define Division

Details of Define Division

Divisions : 52 – Industrial UPS

Divisions : 53 – UPS Stand By

List of Division - PIL - Industrial

List of Divisons – PIL Automotive

3.1.1.6 Define Shipping Point

Details of Define Shipping Point

List of Shipping Points

3.1.2.1 Assign Sales Organization to Company Code

Details of Assign sales organization to company code

3.1.2.2 Assign Distribution Channel to Sales Organization

Details of Assign distribution channel to sales organization

3.1.2.3 Assign Division to Sales Organization

Details of Assign division to sales organization

3.1.2.4 Setup Sales Area

Details of Set up sales area

List of Sales Areas

2001 PIL INDUSTRIAL 14 INSTITUTIONAL 52 UPS

3.1.2.5 Assign Sales Office to Sales Area

Details of Assign sales office to sales area

3.1.2.6 Assign Sales organization – Distribution Channel-

Details of Assign Sales Organization – Distribution Channel - Plant

3.1.2.7 Assign Sales Area to Credit Control Area.

Details of Assign Sales area to Credit Control Area

3.1.2.8 Assign Shipping Point to Plant.

Details of Assign Shipping Point to Plant

3.2 Account Groups & Partner Determination

Details of Define Account Groups with Screen Layout

Company Code Data :

Sales Area Data :

Account Group Ship to party