Tables/Tcodes in SAP SD

Important Tables for SAP SD
Sales and Distribution:
Table Description Customers KNA1 General Data KNB1 Customer Master – Co. Code Data (payment method, reconciliation acct) KNB4 Customer Payment History KNB5 Customer Master – Dunning info KNBK Customer Master Bank Data KNKA Customer Master Credit Mgmt. KNKK Customer Master Credit Control Area Data (credit limits) KNVV Sales Area Data (terms, order probability) KNVI Customer Master Tax Indicator KNVP Partner Function key KNVD Output type KNVS Customer Master Ship Data KLPA Customer/Vendor Link VBAKUK VBAK + VBUK Header Status and Administrative Data Sales Document - Header Data Sales Document - Business Data Item Status Sales Document - Item Data Partners Document Flow Sales Document Schedule Line Sales Requirements: Individual Records


SD Delivery DocumeLIPS Delivery Document item data, includes referencing PO LIKP Delivery Document Header data Billing Document VBRK Billing Document Header VBRP Billing Document Item SD Shipping Unit VEKP Shipping Unit Item (Content) VEPO Shipping Unit Header

SAP SD Transaction codes List
I found a way to know hidden customizing Tcodes. Before executing customizing task you desire, point it and go to Edit-Display IMG Activity. Then mark activity. Go to T.Code se16 and type in CUS_IMGACH table. Execute. Paste IMG Activity and run. You will see Tcode that belongs to IMG Activity. SAP SD Tips by: Javier The most frequently used transaction codes are as follows: 1. VS00 - Master data 2. VC00 - Sales Support 3. VA00 - Sales 4. VL00 - Shipping 5. VT00 - Transportation 6. VF00 - Billing Others as follows: At Configuration: 1. VOV8 - Define Sales documents type (header) 2. OVAZ - Assigning Sales area to sales documents type 3. OVAU - Order reasons 4. VOV4 - Assign Item categoreies(Item cat determination) 5. VOV6 - Scedule line categories 6. OVAL - To assign blocks to relevant sales documents type 7. OVLK - Define delivery types 8. V/06 - Pricing 9. V/08 - Maintain pricing procedure 10.OVKP - Pricing proc determination 11.V/07 - Access sequence Enduser: 1. Customer Master Creation-VD01 and XD01 (for full inclu company code) VD02 - Change Customer VD03 - Display Customer VD04 - Customer Account Changes VD06 - Flag for Deletion Customer XD01 - Create Customer XD02 - Modify Customer XD03 - Display Customer 2. Create Other material ----MM00 3. VB11- To create material determination condition record 4. CO09- Material availability Overview 5. VL01 - Create outbound delivery with ref sales order 6. VL04 - Collective processing of delivery 7. VA11 - Create Inquiry VA12 - Change Inquiry VA13 - Display Inquiry Sales & Distribution Sales order / Quote / Sched Agreement / Contract · VA01 - Create Order · VA02 - Change Order · VA03 - Display Order · VA02 - Sales order change · VA05 - List of sales orders · VA32 - Scheduling agreement change · VA42 - Contract change · VA21 - Create Quotation · VA22 - Change Quotation · VA23 - Display Quotation Billing · VF02 - Change billing document · VF11 - Cancel Billing document · VF04 - Billing due list · FBL5N - Display Customer invoices by line

· FBL1N - Display Vendor invoices by line Delivery · VL02N - Change delivery document · VL04 - Delivery due list · VKM5 - List of deliveries · VL06G - List of outbound deliveries for goods issue · VL06P - List of outbound deliveries for picking · VL09 - Cancel goods issue · VT02N - Change shipment · VT70 - Output for shipments General · VKM3, VKM4 - List of sales documents · VKM1 - List of blocked SD documents · VD52 - Material Determination

Instead of this the Std system has a reminder system where in the open Contracts and Quotaions are popped up when you about to create a sales order. Goto -. For this you need to do some programming. Create 2 GL accounts FS00 a) Purchases A/c b) S. This setting is in the Sales order header .VOV8 --.Strategy Group. range OBA7 a) KA b) KG c) KR d) KZ *-. creditors A/c 6. Getting a pop-up when the Contract is going to expire is not a Standard SAP thing. Item category usage can also be maintained via the item categories In contracts we are creating quantity contract and value contracts in that we only put the validity period after validity period that contract will close. Create a vendor account group OBD3 2.CONDITION TABLE OBQ2 --.MRP 3 . for this sales manager can follow up the customer for renual the contract. 3) At VOPA--> Assign Partner Functions to your Account Group & Partner Determination procedure Steps to create a Vendor Master Data at the client level and how do we extend it to different company codes? Follow the following steps: 1.but customer want before one month closing the period system should alert with popup box like this contract is going to close. range for vendor account group XKN1 3.Combine your Sales Organisations. Define document type and no. Create Vendor master data XK01 7.Quotation and Outline agreement messages If you want to have different number range for different sales area where the settings to be done.Task Specifc SD Transaction Codes 1 How to configure tax? Use the following Tcodes: OBQ1 --. change/block vendor master data XK02/XK05 8.MATERIAL TAX CATEGORY OVK1 --. Distribution Channels & Divisons 2) At VOPA-->Assign Partner Determination procedure to your Account Group of Customer Master you are using.CUSTOMER TAX CATEGORY OVK4 --. I raise a sales order and is getting a error stating that "sales area is not defined".Vandna How to find the strategy group in sap sd? Menu path for Strategy Group is: Spro --> Production --> Production Planning --> Demand Management --> Planned Independent Requirements --> Planning Strategy --> Define Strategy Group. Define no.TAX PROCEDURE CAL OBBG --.For Make to Stock Task Specifc SD Transaction Codes 2 Where do we maintain "Item Category Usage" at the master level? Spro --> Sales and Distribution --> Sales --> Sales Documents --> Sales Document Item --> Define Item Category Usage Item Category Usage: item category usages which control the usage of an item. Define tolerance Group for vendor OBA3 5.ASSIGN COUNTRY TO TAX PROC OVK3 --.Planning -. Assign number range to Vendor account group OBAS 4.For Make to Order 20 . 1) At SPRO-->SD-->Sales header-->Assign Sales area to Sales document . Item category usage controls. 10 . OPPT -.TAX DETERMINATION RULES OVK6 --.Maintain Starategy Group We can see Strategy Group in Material Master Record . the system response if during document processing an item does not refer to a material but to a text item. .ASSIGN DELIVERY PLANTS and thenVK11 to maintain the condition record for the tax rate. for example.ACCESS OBQ3 --.

In External number range user manually assign number to sales document. In internal number range system automatically assign a number to sales document according to number range define in system.Number Rage are use to define what number to be assign to sales document type. For Assigning Number Range use T-Code VN01 Choose Intervals ---.Define your number range . Number range can be assign Internal or external.

VA15 Quotation List .V/I6 Pricing Report .02 Backorders .VL22 .Invoiced Sales .Invoiced Sales .VD59 List of sales order .VL04 Billing due list .MC(B Sales org analysis-Incoming orders .VC/2 Display Customer Hierarchy .MC+Q Variant configuration Analysis .MC(U Shipping point Analysis-Returns .MC-A Shipping point Analysis .MC+I Deliveries-Due list .VA05 List of Billing documents .MC+A Customer Analysis.Cr.VL06o Incomplete delivery .List of Outbound deliveries .MCTC Sales org analysis .V_UC Customer Returns-Analysis .V_NL List customer material info .MCV9 Customer Analysis-Basic List .Sales .V.Standard SAP SD Reports Reports in Sales and Distribution modules (LIS-SIS): Sales summary .MC(E General.VF05 Inquiries list .Returns .MC+E Customer Analysis.MC+Y Sales office Analysis.SD01 Duplicate Sales orders in period .SDD1 Display Delivery Changes .MC+2 Material Analysis-Incoming orders .MC+M Material Analysis.V.VL06f Material Returns-Analysis .VF04 Incomplete Billing documents .MCTE Sales org analysis-Invoiced sales .MCTA Material Analysis(SIS) .14 Order Within time period . Memo .MC(I Sales org analysis-Returns .15 Outbound Delivery Monitor .V.MC-E Sales office Analysis.VA25 Incomplete Sales orders .MC-O Blocked orders .V/LD Create Net Price List .VDH2 Display Condition record report .

You may find a step with PMATN as material number. Customizing Q: We generated a new condition table. but not pickable. If you insert a step with MATNR then the system will first look for the material. Else undesirable combinations may be created by the system. Shipping Q: The PL00 condition is fine in delivery. How can we overwrite default types in SD? A: Exchange rate gets copied from the customer master record. Even though deletion flag is set for a material/plant level. then the shipping point will be brought in from the sales order. and therefore appear on the same invoice. Is it possible to create delivery without shipping points? A: When you are releasing a sales order. A2: Change the copy rule for orders->invoices and deliveries->invoices to specify that invoice combination is permitted. even if a price is set up against the material and not the pref. But when we try to print to either the screen or printer. Assigned the condition to access sequence. Can we combine a non-inventory item with an inventory item in one invoice? Can we treat it as a value item in sales order so that it is priced and then make it as a text item in delivery documents so that it appears in the same invoice and does not split? A1: Make the non-stock material deliverable. 'B' and 'G'. Q: We want to explode Bill of Material automatically at time of Order entry and explode an Equipment BOM in the sales order. Why? A: In order to use the Packing list PL00 (packing slip in delivery) you must do 'Packing' in the delivery note (edit->packing) Q: we have to enter a shipping point while creating a delivery.SAP Sales and Distribution Frequently Asked Question Master Data Q: Some materials have been blocked for procurement and production. Group. What else is required to be done? A: Assign output determination procedure to the header of the document and the output type. choose Sales document -> Subsequent functions-> Create delivery. Pricing Conditions Q: It is impossible to price at the material level (matnr) . Created a condition record. when a material has a pricing reference (mvke-pmatn) set up against it in the master data. What are the setting required? A: Use an item category that is configured for bills of material for having a sales BOM to explode . In all other scenarios you have to key in the shipping point. Billing Q: SAP allows a non-inventory item and an inventory item to be in the same document till delivery but splits at the time of creation of billing document. output screen comes up blank for the output type. The above described scenario will only work if all items on the sales order are to be shipped from the same shipping point. Acct. the order can be still entered ( with a warning message). and distribution channel must be identical. if not found (use the exclusion tick box) it will look for the pref.->AR and AP ->Customer acct->Master Record -> Prepare to Create Customer-> Define Acct. payment terms. 'M'. sales organization. PO number. How can we price by material and pref? A: The field used to look up at the price is defined in Access sequence. we get an error "Note 524 Access not made (Initialized Field)". an error V1032 occurs. Exchange rate types are to be maintained for the customer in the sales screen of the customer master record. Access sequence is assigned to the output type. Q: We can define our own exchange rate types and use them instead of the defaulted types. Is there a way to block such transactions for a material flagged for deletion? A: Sales Status field in the sales organization view of the material master may be used to block any transaction for the material. When we look up Determination Analysis. Pricing always look for the pref. However note that for system to create combined invoices. But when we create a billing document. Both items will carry into the delivery. Q: How can we set up to have the VAT# be accepted in the Ship-To Master File Data Control screen? A: IMG->Fin.

Standard SAP item categories are : TAQ .USEREXIT_SAVE_DOCUMENT_PREPARE . Others Q: We get a report screen: "Goods issue: Problem Log" during the delivery process when activating Post Goods Issue button. 3.automatically. ENTRY. 4.Check the radio button against Customer Gr as REQ. respectively. GR. (double-click). 5) a mandatory field? A: Logistic General-> Logistics Basic Data: Business Partners -> Customers -> Control -> Define account groups and field selection for customer Choose Customer Acct. Q: Is there an user exit to copy the data into planning table? A: Use user exit MCP20001 and include ZXSOPU01.Pricing and inventory control take place at the BOM header level TAP . Save the settings to make customer GR entry mandatory . We want to include our own error message to this list if the selected batch is not on a customer defined table. Q: How can we make the Customer Group 1 (or 2. -> Field Status: Sales data (double click) -> sales (double click) .Pricing and inventory control take place at the BOM item level These can be automatically derived using the item category groups ERLA and LUMF. What is the best way? A: Try User exit .

you create an outbound goods delivery to the customer. 2. input fields. Tax determination: In case of a tax determination also. all the details of the items are copied from Material master of MM. eg. a UK based customer may have a different GL account to that of an Export customer. But SAP needs to know. There are many such links between SD and MM. there is a direct link between SD and MM SD Integration points with other modules SD module is highly integrated with the other modules in SAP. While you create inbound/outbound delivery with reference to a sales order. this movement hits some G/L account in FI. 3. This also refers to Material Master. MM will interact with SD :1a. MM & FI 1. MRP and availibility check related data is also taken from MM although you control this data in SD also. plant data. The material which you are entering in a sales order must be extended to the sales area of your sales order/customer otherwise you cannot transact with this material. 4. Billing is an SD function. to which GL account the payment has to be processed. Every such movement of good s hits some G/L account. The accounts posting in FI is done with reference to the billing documents (invoice. Also. credit note etc) created in SD. For instance payment of a UK based material would be placed in a different GL account to that of a non-UK based material. 1b.Link Between SAP SD. Whenever you create a delivery with reference to a sales order. Also invoice verification is used further along the process to check that the invoice you send to your customer is the same material and quantity as that which the vendor sends to you (but obviously shipped directly to your customer). or interaction. data mapping (if doing an interface from one system to another) etc. This process uses a purchase order (which is sent to your vendor). SD will interact with FI. with them would be when specifying the tables. a simple process explanation. take the scenario of a third party order process. This movement is configured in MM. *-. 2. Sales Order – Integration Points Module . when processing a customer's payment. goods movement takes place in the bacgground. In case of standard sales order. Looking at MM and SD interaction first. Thus this is a link between SD and FI 3.Shahee The link between SD and MM :1. shipping conditions etc.the shipping point determination takes place with the help of the loading group. ABAPers are there to essential do some bespoke development. In SAP you will always get integration with other modules. fields. 2. When you create sales order in SD. Now the link between SD and FI :1. debit note. Here movement 601 takes place. Your integration. Furthermore. This is configured in Account Determination.

to create a purchase order we need to have material no. To create custmer tcode is xd01. tables VBAK.VA03. tables VBAK.•Availability Check MM •Credit Check FI •Costing CO/ MM •Tax Determination FI •Transfer of Requirements PP/ MM Delivery & Goods Issue – Integration Points Module •Availability Check MM •Credit Check FI •Reduces stock MM •Reduces Inventory $ FI/ CO •Requirement Eliminated PP/ MM Billing Integration Points Module •Debit A/R FI/ CO •Credit Revenue FI/ CO •Updates G/ L FI/ CO (Tax.VBAP Quotation / QT Tcode for creation VA21.VBRP To create a sales order we need purchase order number and custmer number.VF03.VL02. tables EKKO.VA13. vendor no.VBAP Delivery LF Tcode for creation VL01. xd02. Table is kna1. To create vendor tcode is xk01(create). tables VBRK.ME22.) •Milestone Billing PS Return Delivery & Credit Memo Integration Points Module •Increases Inventory MM •Updates G/ L FI •Credit Memo FI •Adjustment to A/R FI •Reduces Revenue FI Tips by: Subha SD Transaction Code Flow: Inquiry / Document type IN Tcode for creation VA11. tables LIKP. . xk02(change) .ME23.LIPS Billing MN Tcode for creation VF01.VA12.EKPO. xk03(display) Tables are lfa1.VBAP Purchase Order PO Tcode for creation ME21. xd03.VL03. etc. tables VBAK.VA23. Sales Order OR Tcode for creation VA01.VF02.VA22. discounts.VA02. surcharges. Before that.

After creating sales order using this no we can create delivery note tcode is vl01. .

(Network) Division: Ex: HLL--------> Detergents..Food Products.Channel<----------------->Division Sales Org controls Distribution Channel and Division Distribution Channel: The channel that is choosen the organization to make their product reach the end customer. why do we assign division to Sales organisation not to distribution channel? In SAP Business Process Sales Area= Sales Org.Channel | | Division Division is an Oragaizational Unit. It is a field which is used to uniquely assign a material to a Division .Health Care Sectors/Departments TATA Motars: Trucks/Bus.+Dist. The Division in the Material Master is not an Organizational Unit that can be used to maintain related fields.Channel+Division. Please note it is not: Sales organization | | Dist.Why Do We Assign Division to Sales Organisation In SAP.Heavy Vechiles Etc. Out of Home..Cars. Its Triangular intraction Sales organization / \ / \ Dist.

In the General Control Section. Auto proposed all the dates when creating Sales Order How can I make the system auto create all the Sales Order date during creation? Each Sales Order can have different date proposal settings. After making the necessary IMG changes. Before today.Returns etc. you will find that someone have actually change the configuration as it could not be a software bug since you have been using it for quite sometime without any problems.OR .RE . Follows this step to set the default Sales Order Type proposal date: . The date is control by each Sales Order Type for each Sales Document type whether is it a . Although you mention that nobody change the system configuration. You can activated the check for duplicate purchase order with "VOV8".Look and tick the fields Propose delivery date and Propose PO date. Nobody change system configuration. .Duplicate customer purchase order If you are facing a problem with duplicate customer purchase order as your company does not allowed a same customer purchase order with the same sales order type. after checking. . Default First Date is not Today When end user created a new sales order with VA01.Standard Order. double click on sales order type. Verify the Sales order type configuration with the following path: IMG: Sales and Distribution --> Sales --> Sales Docs --> Sales Doc Hdr --> Define Sales Doc Types (transaction vov8) will let you control this by sales document type. try creating a new sales order for the material and SAP will auto proposed all the dates in the sales order. look for the field Check Purchase Order No and put in "A". There is one field (Lead time in days) which "specify the number of days after the current date that the proposal for the requested delivery date in the sales document should be". Usually. 2. it is very unlikely that the system will mis-behaved after one day. . default First Date was always today. Testing: Now. This should be blank if you want the system to propose current day for delivery date. why? Note: 1. Data 1 and fill in the Delivery Plant. default First Date wasn't today. Select the View Sales: Sales Org.Goto VOV8. you need to input the Delivery Plant field for each Materials that you want the system to propose the default date. To change the Materials field Delivery Plant: Goto MM02.

then the field cost center is active for input during transaction VA01. You can use the material status.Deliv. Set the material status parameters in transaction SM30. so it would not work if cost center is needed on the line item. You can set three types of reponse for each Sales and Distribution process :1. Alternatively. for example: Order reason: Damage in transit Order reason: Free sample Both the IMG settings are done in transaction OVF3. for example.Free deliveries . The cost center are assign for such business transactions as : .Define whether the Material can be used at which Sales and Distribution process Here you define how the system responds when entering a sales and distribution document with this material in the differenet Sales and Distribution Process Flow. warning when entering the document 3. If the document category for order type in IMG VOV8 is defined to be "I" which belong to order type FD .Returns . the sales and distribution document cannot be entered on the basis of the material status) Assign a Cost Center manually in a Sales Order (VBAK-KOSTL) The Cost Center Determination settings is in OVF3 . either with/without the order reason.. Table Views V_TVMS.Deliveries of advertising materials You can also make cost center allocation dependent on the order reason. to prevent orders from being entered for parts to be discontinued.Free of Charge. error message (that is. OR To temporary block the creation of Sales Order for a certain materials. However the standard SAP works only at the header level though. .but there are some cases where the Cost Center must be exceptionally changed. Click Maintain and double click into the Materials Status code. no dialog 2. you can specify an order reason and assign a cost center to an order reason.

Define Tax Determination Rules You specify the valid tax types in transaction OVK1. Materials planning transfers the reported requirements and creates orders or purchase requisitions from them etc. For example :MWST GST 0 Tax Exempt MWST GST 1 Liable for Taxes Now. VK12 . tax condition type "MWST" for taxes on sales and purchases). For controlling transfer of requirements. which will then be maintain in Material Master. 4. . you have to carry out the following steps: 1. More than one tax type can be defined for a country by defining the sequence. OVZG .Schedule line category OVZ2 . It is possible to have this check group proposed for the initial creation of a material master record. Each requirement type has to be allocated to one requirement class only.the settlement profile. fine tuning using the schedule line category is possible). Note that a plant must exist for transfer of requirements to be carried out at document item level. . In the standard SAP R/3 System.whether an item is to be settled to an auxiliary account assignment. you define the Tax Determination in VK12. the SAP System recognizes which tax type is valid for a plant and thus which taxes are relevant when creating an SD document. the sales documents at schedule line level.Assignment of requirement type to Transaction V_TVEP_V . using the country key. The SAP System determines the taxes automatically within pricing. The system checks the availability of the goods based on the requested delivery date of the customer and creates MRP records which contain all necessary information for passing on to planning. Define the Customer Taxes in OVK3.Requirements type V_TVEPZ_V . you will maintain the tax code in Customer Master.the allocation indicator from the sales view which controls the settlement of customer requirements with requirements . You must define a check group.the results analysis key. .Requirement class It specifies the following points: . 3.whether the requirements are relevant for MRP.whether an availability check and a transfer of requirements is carried out for a transaction (for sales documents. Define the Material Taxes in OVK4.Sales and Distribution . The transfer of requirements must be switched on at requirements class level. .Transfer of Requirements The MRP department is informed about the quantities and deadlines by which incoming orders should be delivered. It ensures that the goods are available in time for the delivery.Define the checking group that the system proposes when you create a new material master record. (Use transaction SM30 for V_* configuration) OVZH . 2. the elements of tax calculation are predefined (for example.Define Checking Group V_TMVFU .Domestic Taxes/Export Taxes . Assign the plant for Tax Determination in OX10. You can overwrite the default value for the checking group in the material master record.

at V/06. which are tax liable and which are tax exempeted. Example of CST : The Delivering plant & Ship to party geographic locations are 2 different states. the LST that is applicable by the Ship to party further will not be applicable in all probability to be captured in SAP. Tax will be included when you create the Sales Order. as a SAP standard Best Practises. the field for 'Manual Entries'. Example of LST : Point of sale i.which we maintain in MWST Condtion Records) in Customer Master or in Sales Order? There are few points which I would like to remind you: 1) MWST is a tax condition which is applied to customer to whom we are selling. There are two types of sales taxes. Due to this setting. Local sales tax & central sales tax. If your material is tax liable pur the Tax Indicator (at MMR as 1). If your customer is not liable for tax at all (like the case of Indian Defence organisations) put the Tax Indicator (at CMR as 0) or 1 in case fully tax liable. in which the CST condition type is JIN1 & the LST is probably JIN2. you can only maintain Tax Indicator and not Tax Code. Stock transfer : This does not attract any sales tax. At the point of sales from one state. The rate of tax is depend on various parameteres. Whether customer is tax liable? Whether material is tax exempted? For example. 5) In anycase. 6) In case your client insists for Manual entry of Tax code during Sales Order processing. There may be surcharge cond types as well which will calculate the amount on either JIN1 or JIN2.SPRO > S&D > Basic fn. the country is India and based on its requirement: Sales tax is a state government revenue. but the basic prices needed to be mentioned. Once that consignment is received at the ship to party state. you cannot maintain Condition tax code during sales order processing. you can change the field at point 5) above to C-Manual entry is priority instead of D. Tax Code in Customer Master / Sales Order How can we maintain the Tax Code (Tax code . . while processing a sales order. Accordingly. normally. if both the Customer Master and Material Master Tax code is 1.e.Condition Type MWST Customer Taxes Material Taxes Rate Taxes 0 0 0% 0 1 0% 1 0 0% 1 1 9% In this example.D (Not possible to process Manually). procedure > Maintain Pric proc. at VK11 you need to mainatain your pricning conditions with all the combinations like: 10 11 01 00 4) While maintaining your Material Master Records or Cusotmer Master Records. The selling organisations normally needs to register with the sales tax authority of the respective state to have a warehouse or D plant to avoid the double taxation for their dealers/distributors. whether is fully liable for tax or expemted (in case of Defence Customer) 2) There are few parameteres which we apply tax condition. the ST goes to that state govt. put the Tax Indicator (at MMR as '0'). For this case. The consignment is transferred from one D plant to another D plant irrespective of inter/intra state sales. the MWST condition Defintions. 3) Now. delivering plant & ship to party are within the same state. if you are selling a goods which are free for tax to any customer. the pricing procedure that is there in 4. sales tax will be levied once the sales is registered there. Taxation Explain with an example I'm assuming that. It's a zero value invoice. > Pricing > Pricing control > Define & assign Pric. The rates are defined by the respective state governments. For config : 1. & consignment is despatched to the Ship to party. Now.7 is Factory sale with formula-JFACT. you must retrieve a Tax condition record from SAP database only and not entered Manually. it would be marked as . Local sales tax is intra state whereas CST is inter state. And in Cusotmer Master. The invoice that is accompanied with the consignment thus shall not have any final value. you must identify.

of schedule lines. rates are flown from the tax codes.entering the weekly. Forecast forwards the schedule lines to planning (seen in MD04) and JIT passes them to shipping (VL10). It comes down to the customer not knowing exactly what they need next week. To do this config. Cumulative qtys reset at year end unless you've got a customer calendar or you've modified standard SAP userexits to not reset. etc. You will then decide if the return quantity are indeed bad stock or not. 3. > Taxes. If the setting is correct in the outbound delivery screen SAP will automatically switch post goods issue button into post goods receipt. One alternative would be to use customer independent requirements . Let's say. I will have 1-LST 2%. They can be identical or different. quantity. Goods Issue to scrap account how to create new titles which can be used in creating the "address" view on the Vendor master. Rate Tax code 1 1 2% A1 2 1 4% A1 3 1 0% A1 Remember. This is normally a FI job. but they don't want to suprise you with a large order qty. After post goods issues receipt is done using outbound delivery.{T-Code: XK01} In config go to Basis Components --> basis services --> Address Management --> Maintain title texts SAP SD: Scheduling Agreement Vs Contract A schedule agreement contains details of a delivery schedule but a contract just contains quantity and price information and no details of specific delivery dates What's the difference between schedulling agreement with normal order? What's the condition for us to choose schedule line or order? Both of them contains schedule line. Cust-Tax classi. Standard SAP you should have two sets of tabs . . S&D >Basic fn. The customer will provide you 4-10 weekly buckets (usually a Monday date) of future forecast qtys. Outside of that they can really cause trouble regarding daily maintenance.which are entered on the JIT. For customer master. One needs to understand here properly as u need to have unique combinations for picking the sales tax rates. Create outbound delivery according to return request. Also send you 1-2 weeks of individual FIRM ship dates . cum qty corrections. You need to include the condition type for country IN in 'Define tax determin rule'. The tax rates are normally driven from the Tax classification of Customer & Material access. In the standard system the movement type used is 651. Schedule agreements are very nice when the customer sends EDI data (830s = forecast or 862s = JITs). The steps are as follows : 1. 6. The forecasted qtys they sent last week should account for this.2. 2-LST4% & 3-LST0%. the LST rates are 2%. Same path : But go to Tax relevancy of master records where you configure the condition type & options of rates that will flow to these masters. 5. I will try to demonstrate the smallest example. Create a return request. missing requirements. 3. 7. One Forecast & the other JIT.Schedule agreements allow you to have 2 different sets of schedule lines (VBEP-ABART). These qtys are sometimes requested by the customer on ASNs. If this access does not exist create it under an access sequence. Material tax claasi. the quantity is placed in blocked stock without value updating. But normally this is standard. Credit COGS) 8. The condition records will look like. The setting is in sales order item category and delivery type. year end processing. Return material From customer You need to receipt the rejected goods through SD Module (VA01 . I will have two options for material master here. Tax codes can be created thru T code FTXP. Transfer Posting from block stock to unrestricted stock (mvt type 453). this will have accounting effect (Debit Inventory. (Using Sales Order in SD) 2. Typically these are used for component supplier customers (namely Automotive). There are a couple major differences: (1) . I will chose the access where the combinations of customer & material tax classifications are available. where your lead times are 5+ days. When I create master records for LST thru VK11 for JIN2. price. (2) Cumulative Quantities are tracked and influence how the schedule agreement passes requirements to both forecasting and shipping. 1 for taxable & 2 for not taxable. 4.4% & 0%.Sales Order type RE).

and delivery processing at: . consists of all the parts that make up the bicycle: the frame.Main item level if the material is assembled. Once you have entered a bill of material in a sales order. A BOM for a bicycle. or . the system displays the material that describes the whole bill of materials as a main item. the system runs pricing. inventory control. During processing the system automatically creates a delivery group. There are two ways to process a bill of materials in Sales. This means that the components only function as text items and are not relevant for delivery. 2 screen in the material master record of the finished product. inventory control. . and so on. 2 screen in the material master record of the finished product.monthly forecasting qtys and entering standard sales orders (with or without multiple schedule lines) to represent the true firm qtys. Processing at Main Item Level If you want the system to carry out pricing. Sales BOM Implementation A bill of material (BOM) describes the different components that together create a product. inventory control. The latest delivery date among all the components becomes the delivery date for the entire delivery group. for example. and delivery processing at main item level. only the components are relevant for delivery. enter ERLA in the Item category group field of the Sales: sales org. the saddle. The individual components are displayed as lower-level items. The following graphic shows how a bill of material is processed at main item level. In this case. and delivery processing at the component level. Process Flow When you enter the material number of a bill of materials that is relevant for sales order processing.Component level if the material is not assembled The type of processing used by the system is determined by the item category group that you enter in the material master record for relevant materials. wheels. Processing at Component Level If you want the system to carry out pricing. enter LUMF in the Item category group field of the Sales: sales org.

Main item category .Products . BOM usage '5')? 6. BOM usage: Specify the application in which BOM is maintained (5 for SD). If it doesn't then your BOM isn't working.Sales and distribution . Apart from that. 4. Item categories for main items and sub-items have not been mainteined properly. right plant. since our BOMs are all single-level. Sales items maintenance . You could set it to B if BOM are configured multi-level.Bills of material . What Is BOM Referring to SAP SD What is bill of material? By: Mike BILL OF MATERIALS We need to maintain Material master records for the BOM Item and for the components also. B) If the item category group is LUMF the item category of the BOM item is TAP in the definition of which we have to specify the value A in the field structure scope.How to Know that Sales BOM is working or not? I have set up a sales BOM.has BOM application SD01 been assigned to it? 3. Creating BOM item: .e. Are you trying it out on an order created after all BOM maintenance was done? 7. what's the 'Structure scope' set as? Anything except C may be useful here? We have that set to A. 5. 2) If the item category group is LUMF the system shows price for the components but not for the . 2. (L = stock item N = Non-stock item) In the overview screen specify the components which makes the main item and the corresponding quantities and save it.Master data . Also . The item category group of the BOM items is ‘ERLA/LUMF’ and the item category is ‘NORM’. Has the BOM itself been configured properly (i. How do I know or test that is is working or not? Once you enter a material (for whch you have created a BOM thru CS01) in the sales doc another material pops under the main material line item as a sub-item (s). in the definition of which we have to specify the value A (Explode single level BOM) in the structure scope. The bom hasn't been defined for the plant used. 1) For the BOM to be exploded in the sales document the following customizing setting is required.Material BOM CS01 create Specify the data for the following fields. Alternative BOM: Specifies the sequence of a BOM within a group of BOMs. Material: Specify the material for which components are to be maintained.You should assign item categories for BOM header items and subitems to a specific sales doc. Those are probably main reasons why BOM shouldn't work. A number of things to check is: 1. or you haven't defined the plant in SO. A) If the item category group is ERLA the item category of the BOM is TAQ.Logistics .the truth is out there somwhere. Plant: Specify the plant of BOM item. Note: During sales document processing if we enter the BOM item the system automatically determines corresponding components. In my experience BOMs work if all maintenance has been done properly. just re-check your whole config .

you see the new value of the plant you entered at the top and the old values of item 10 are below. so the components are not priced. I have done mass change for customers. and orders should work the same way too. (for example. which is relevant for pricing.BOM item. you see all the old values are changed to new values. is in "item data" table) 3) Put in the sales documents( on " choose selection fields" button . 21000001) you want to change and also the items(10) you want to change. so the BOM item is not Priced. For this the following customizing setting is required. (suppose your selection criteria fields are from "sales order header data" table and the field you want to change. B) The item category of components is TAE which is not relevant for pricing. -click on "change field values" button. 4)From mass maintenace menu. so the BOM is priced. A) The item category of BOM item is TAQ. . For this following customizing setting is required. While creating sales document to get the list of alternative BOMs in the definition item category of BOM item we have to check the field “Manual Alternative” 24-07-2007 ITEM CATEGORY DETERMINATION FOR BOM ITEM SD type OR OR OR OR OR OR OR NOTE: ITCaGr ERLA NORM LUMF NORM NORM NORM NORM Usg TAQ TAP TAE TAN HLItCa TAQ TAE TAP TAN TAN TAE TAE DftItCa A – Explode single level BOM item B – Explode multi level BOM item CS01 – Transaction code for creating BOM Item Statistical value ‘x’ or ‘y’ Make TAP relevant for pricing but values for statistical only. I want to change plant for item 10) -enter the new value (of the plant to be) -click on "Adopt" and execute 5)In "sales order item data" tab.From the Pool. so the components are priced 3) If the item category group is ERLA the system shows price for the BOM item but not for components. There is transaction MASS which can be used to carry out mass changes in the sales order and other objects. click on "Enter new field values" -click on "sales order item data" tab and choose the field you want to change. 1) Try t-code [MASS] and select sales orders & execute 2) Choose the table or tables for your selection criteria and also for fields you want to change. B) The item category of the components is TAN which is relevant for pricing. mass order change and ALV . move the fields you want to the "select fields" using arrows. Mass Maintenance: (Use to change multiple fields in multiple documents at the same time). Then execute. . I also need to know about the transaction code. Sales Order Mass Change I am a SAP SD consultant and recently faced with two new terms. -save Note: it will take some time depending on how many records you have. A) The item category of the BOM item is TAP which is not relevant for pricing.

Release strategy for Sales order Is it possible to have release strategy for sales order? Satish C Jha As such SAP standard does not provide release strategy for sales orders similar to purchase orders.Check: Go to [SM37] and see the status of the job you are running and once finished.List will be provide for changes Sel Chg Fld: Billing Date Set new billing date value in the New Values field Click on lower billing date column Click on Carry out a Mass Change button Click on Save button Suggestion is to test this on a few orders in your development system to get a feel on how this works before applying this to any production data. then you can do for others. IMG-Sales and distribution-Sales-Sales documents-Define and assign status profile. export the spool file to a spreadsheet. However this requirement of your can be satisfied through authorisation profiles. Balraj G Saigal In order to emulate a release strategy similar to purchase orders you can use the status profile in sales documents (BS02). It will re-price all the sales orders. go to the particular table in [se16] and get the results.Or you can just select by document numbers (May be more efficient) Execute . Is there a way to change the billing date on a ton of sales orders with same old billing date to a same new billing date? This can be done using the mass transaction: Transaction: MASS Object Type: BUS2032 Tables: SD Document: Business item data Sel Field: Billing Date (MASSSDHE and MASSSDPO) . Go to the Menu EDIT --> MASS Change ---> New Pricing. Before you do mass maintenance. Then do the mass maintenance and compare the results with this one. MASS is a very powerful tool. Select all sales orders you want to update the price. You can try for one or two order initially check the results and if it is OK. Select B. Note: If you have any user exits that affect the results. what I mean to say is that the sale order to be kept incomplete by the person who does not have the required authorisation & the person with proper authorisation will complete it for further processing. This is only one way of meeting your requirement. . then you are good to go. I have 100000 sales orders whith an incorrect price and I would like to do a massive condition update with pricing type "B" (Carry out new pricing). ask them to deactivate the MODCHECKS still you are done with mass maintenance & activate them again. If they match. Is there a transaction or program for this? Go to VA05 execute the report. System will display all the re-pricing options.

define a condition type group 3.(IN -IMG) 1. it defines how much can be paid out during a partial settlemetn. This means multiple tables for an access sequence can be aplied at the same time. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly. When you do manual payments. can somebody explain it as I have problem in understanding the link. Rebate related condition types are identified by codnition class -C. Also. 3.The Sales Organisation must be marked as relevant for rebates. With Compliment: Srini I have this same problem found in: http://www. The other fields.. for eg if the customer agrees for Rs.Sreeram Note : I recomend you to study the theory part of why rebate and why not a discount. These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using transaction SE 16. which could have different key fields.alctyp and altcbv does not allow you to manipulate how a rebate is calculated. but distinguish themselves from pricing in applying to transactions over time. use the condition technique.htm However. Use create access sequence (AS). May be I can help you with rebate The rebate can be given to the customer at one time or in installments also. 2. versus on a transaction basis.How to do rebate processing Rebates Processs in SAP is divided into three components 1) Configuring Rebates 2) Setting Up Rebates 3) Managing rebate agreeeements and payments Pre-requsiistes.The Billing type must be marked as relevant for rebates.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab. . Also. remove the requiremnt 24. if at the end of the year the customer DOES achieve the target u offer him say 2/3/4 % whatever is decided. The rebates are passed on to the customer in the form of Credit notes. This is broadly the outline of the rebate process.(REQUIREMENT=24) ALSO IN THE PROCEDURE. if u want to see reabtes at order time. Rebates have their wn field catalog and their own condition table naming convention.1 Crore worth of business with u in 1 year. Condition Technique : Rebates. After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill. The rebates are based on the volume of the business the customer does with you within a specified time. define a condition type and place this condition Type in the pricing procedure. AS after going thru the right path of maintaining access sequence for KEY = ERU YOU ALSO HAVE TO DO THE ACCOUNT DETERMINATION FOR REBATES. please note that when rebates are created without dependent ona material but on customer/material you need to refer to a material for settlement. When rebate credit memo is created Customer account/ is debited and Accrual provision account is credited. then you activate your rebate porocess. R. What exactly do you wish to know in Rebates? The total outline of the Rebate process or each and every step in the SAP system? First of all rebates are more or less discounts which are offered to customers.So you could have two condition table "001" one for pricing and one for rebates. Now payment of rebates: Payments can be maunal or in full settlement. Once you have defined all the 3 and assignment starts. Enter 1 in field category for rebate specific. This will help you understand better. Provision for accruals is debited and Sales revenue is credited. The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS.Check the following: 1. quarterly or anyother specified period. define a rebate agreement type 2.

choose agreement type 0002 and then in conditions give Material rebate 1 20 20 30 Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6 Now check VB03 and see rebate agreemtent it will say Accruals 120 and payments 0 since your rebate is not settled still.. 3. Also it gets copied in the rebate agreement.IN CUSTOMER MASTER.Assign the agreement type to the condition type group Assign the cond type group to the condition type. Condition technique is also used in rebates. 2...Conditon records which are created like B001 and B002 are linked to the rebate agreeements specifying the rebate rate + the accrual rates. AFTER YOU HAVE FINISHED A COMPLETE SALES CYCLE OF CREATION ORDER .amount to be settled.. 1.condition records specify the rebate rate and the accrual rates. After having done this please proceed to maintain the condition record for the rebates (transaction code-vbo1) Note: if you maintain the requirement coloumn with the requirement as 24 . I hope this will be of any help to you. View the credit memo request Remove the Billing bloock Go to VA01 and put order type G2 .. Please make sure you open two screens SO THAT YOU CAN COMPARE THE NEW ENTRIES WHAT EVER YOU'RE DEFINING WITH THAT OF THE STANDARDS or first you try with the standard condition type boo1. Now when you make the rebate settlement by doiing the Credit memo and you decide to pay $27. the rebate and accruals are determined and posted in a seperate GL account as a noted item the doc now. You decided to give a rebate of 3% to a customer whose sales vol is $1000 for a particular SO Then the rebate value is $30.. I am providing some info on rebates which I the doc no and go to VF02 and say release to accounting Now the final settlement will be this way . 4. First you need to create a Rebate agreement.the rebate will be affected in the billing document and if you dont give the requirement as 24 your rebate will be affected in the sales order. The document type for the partial settlement is R3..go to create with ref and enter ur Sales order no. Rebate agreemnts is based on agreement types. Create condition record for rebate giving the rebate rate and accrual rate. boo2 boo3 boo4. Rebate setllement Go to VB02 enter ur sales deal no. Praveen In a simple way. create settlement run using credit memo request and then credit memo to settle this amount with the customer. DELIVERY AND BILLING. when the rebate relevent billing doc is generated. then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer Procedure: Rebate agreement: Transaction code: VB01 When you go to VB01. REBATE ACTIVATION. Rebate Process with Ref. Consider an example. This is what the link says. SALES ORGANISATION AND FOR THE BILLING DOCUMENT. Then go to VF01 and enter the credit memo reqst no generated.. and change the agreemetn status to B then enter Shift+F12 and enter the amount to be paid for example u say $80 Then check in rebate payments rebate doc and partial setllemetn since you have not paid in full. to SO If I need to make a rebate for a customer what is the process involved. The rebate process is completed when you have created a credit memo to the customer.. GO TO THE CONDITION RECORD IN CHANGE MODE (VB02) AND SETTLE THE ACCOUNT PARTIALLY.

but the materials are issued from the consignment stock instead of plant stock unrestricted). then go to rebate agrrement no. Credit memo request will b generated copy the no. Consignment pickup (pickup consignment stock and move it to plant stock). Once the customer informed you that he used all the goods or partial goods then you will create consignment issue for used goods. No will be generated choose 003 . 7. Once he informs that he used the stock you will invoice him. Here you have a consignment return order. remove the blocks if any and create an invoice (credit memo). 5. You can see the rebate condition in the invoice only.Accruals:120 Accrual reversed:80 Rebate pay:80 Amount payable:40 So the balance 40 is still the accrual This is an example how a rebate will be processed with ref to a SO with an example. Here you have a consignment fillup order and a consignment fillup item category. Create a sales order for that customer and check the rebate agreement.release for the settlement.Create a Rebate Agreement in VBO1 (It is O = Owl and not zero). click on the conditions enter the percentage and accrual amount. For settlement change the status of the rebate to B . (the flow is very similar to a normal RE flow.this will show u the accrual amount. 8. How to do a rebate agreement for a specific customers with settings details? 1. If he returns the stock you will accept the stock to take it back. 2. (the flow is very similar to a normal OR flow. Here you have a consignment pickup order and a consignment pickup delivery.Customer rebates. you will set movement type 631 & set for availability check and TOR. consignment return delivery and a consignment return invoice. You also can have scales in this. Consignment return (return materials from customer ownership to customer consignment). Note that in consignment fillup and consignment pickup there are no invoices since there is no change of ownership for the materials. consignment issue delivery and a consignment issue invoice. 6. . Consignment fill up: Sales document type is KB Item category KBN shedule line category E1 In this step. the validity and check for the status shld be in Open. document flow is sales order ---. Here you have a consignment issue order. Consignment Issue. Also you need to maintain the material for the settlement 4. Again go to rebate aggreement and check the status it will show you D . you are not invoicing the customer. Create a condition by copying a a standard condition like BO03 in V/06 2. 1. How to perform a consignment order? In consignment orders you are allowing the stock to sit in your customer location. Consignment issue (issue materials from customer consignment to the customer).accounting document it will show u the accrual as negative. 10. In both the invoice and the credit memo check the posting . It is defined in 4 steps. clicl on verficayion and it will show the order details. 9. In schedule line category. Assign this condition in the std pricing procedure with acct key as ERB and accural key as ERU V/08 3.Final settlement of agreement already carried out Consignment Sales Process in SAP The consignment process in SAP standard consist of four small processes: Consignment fillup (send materials to customer consignment). and go to VA02. Once you have posted the invoices. but the materials are returned to the consignment stock instead of plant stock returns). enter the customer code. It will not be relevent for billing and pricing because you are not charging money for these goods in this step.

Assign retrun delivery to sales document type. special stock. In schedule line category. here the owner ship is not changing so you do not need to create billing. delivery. Consignment Return: Customer found that some goods are damaged or he not able to sold the goods he want to send it back. Stock will increase . your setting is 633 movement type. Your setting item category relevent for billing. any shedule line category relevent for 632 movement type. Consignment Pick up: Even if you create the consignment return the goods are not come to direct to your plant. you are assigning the delivery documnt and billing document to the sales document. you will create return order. that you are creating this document. Your setting schedule line item category: 634 movement type. special stock. pricing. returns. relevent for availability check & TOR. availability check. MRP. 4. return billing. you are setting relevent for billing. For that you need to create consignment pick up.Sales document: KE Item category: KEN shedule line category: C0 or C1 Here you are invoicing the customer(because he used the goods). pricing. return delivery. 3. Sales document: KA Item category: KAN schedule line category: F0 & F1 Your setting item category relevent for returns. Sales document type: KR Item category: KRN Shedule line category: D0 You will assign delivery document and billing to sales document. In item category. NO availability NO TOR. Now you check your plant stock.

add a feild catalog for CUSTOMER GROUP 3. Min qty . Now in next screen create the record as follows: . it cannot be allocated to a group. Sorry for the error. This FORM routine is called up by the module FELDAUSWAHL.Material#. Create free goods determination with transaction code /nvbn1 for FREE with Key Csuomer Group 99 for exclusive Give customer Group say 99 and from 34 to 34 free 12 Supressing Fields in Sale Order To make optional / mandatory you can use in IMG . Now save and exit. With Compliments by: Taner Yuksel Actually suppressing fielding sales orders userwise is quite easy. maintain pricing procedure say ZFREE with condition type FREE Now assign: 7.First select the exclusive button and verify that you are in exclusive view. If you require changes to be made.Sales org. The system will automatically propose the free goods item at no additional charge.S&D-> Basic > Functions-> Log of incomplete Procedures => select the fields > from the tables and the system will check for them (OVA2/VUA2) To make a filed entry enabled or grey (non-entry allowed): User exits in the program MV45AFZZ-USEREXIT_FIELD_MODIFICATION This user exit can be used to modify the attributes of the screen fields. VBN2 to first create master record for free goods as follows: Enter following information in selection screen: . Now run VA01 for 34 cartons and press enter. (check in what units you want to manage) From: 34 cartons unit of measure: Free goods: 12 Pcs Unit of measure: Pcs Calcualtion type: 1 or try the other options Deliver control: Blank or any of the other options suitable to you. we offer him 12 free corns. create a condition type say FREE with 6. this should then reflect as cost in our accounts.4 and can be edited together during a modification in ABAP.Say 34 cartons. If a field has no field name. Kris J If you want to give free goods to some of the customers than 1. create a condition table (free goods) say 555 only for customer group 4. you must make them in this user exit. (that is if you want exclusive) .Free goods type: NA00 . Active Free goods Determination or Assign with your sales organisation this procedure ZFREE 8. Below is the sample code . Try higher order qtys and see if the free goods qty are scaling up. the screen fields are allocated to so-called modification groups 1 . The usage of the field groups (modification group 1-4) is as follows: Modification group 1: Automatic modification with transaction MFAW Modification group 2: It contains 'LOO' for step loop fields Modification group 3: For modifications which depend on check tables or on other fixed information Modification group 4: is not used The FORM routine is called up for every field of a screen. create a customer group say 99 for FREE GOODS In Free Goods Menu: 2. VBN2 is to change the record. create a sequence say FREE with condition table 555 5.Issue free goods to selected Customers Client wants to issue free goods to selected customers after the said customer buys a specified quantity of a good during the festive season starting 02 December to mid January. To do this. For this we use userexit FORM USEREXIT_FIELD_MODIFICATION in MV45AFZZ. the rest of the system is already up and running and should not be inconvinienced. customer # and execute.Run trans. We are doing it in our company. distribution channel. for example customer A buys 34 cartons of Corn Ice-cream. If not adjust the calculation parameters in the master record screen It should be transaction VBN1. How do I set it up? 1. VBN1 creates it.

IF SCREEN-NAME = 'VBKD-ABSSC'. ENDIF. SCREEN-INPUT = 0. IF sy-subrc = 0. endif. You place the authority check object in authorization profile in the role of the users. and there assign the corresponding fields that are to be accessed via this userexit . else. SCREEN-INPUT = 1. AUTHORITY-CHECK OBJECT 'ZMV45AFZZ' ID 'SCRFNAME' FIELD SCREEN-NAME. who should have access to the field (in this case it is VBKD-ABSSC).

Use transaction [VB11] to create a material determination condition record. Then go to SPRO ->Logistics General ->Batch Management and maintain the Condition Technique (Procedure. Select Edit & propose items. Resistance for Electric Items. And [OV12] for configuration of material determination. A1) Normaly we use batch determination at delivery level. the whole process. Strategy Types and assignment to sales docs etc).KMAT type with Item category (002) • Create Charateristics in CT04 . Material determination is useful when old product is becoming obsolete or a new product is released by the company at specific date. because at the time of order material may or may not be created. We use VA51 to create the item proposal. First Create the Characteristic Using Ct04 and then using Cl02 create the Class including this characteristic. I have not seen Material determination procedures used in the projects I have worked. where in values mention the Color of the bile like Red. Here we get a number. Material determination is very closely related to item proposal /product proposal and is used to swap one material for another in the sales order using the condition technique. The procedure is as follows: • Create a Material . Item proposal is the list of materials and order quantities that can be copied into the sales order from the customer master data. Depending on the Manufacturing process you can define the characteristics for your material. how it is determined automatically in the order.Some Light on Batch Determination On batch determination. 3) Enter the item proposal on the sales area data (sales tab) of the customer master record. Then in your material master Classification View Enter this class.for this material should be configured with batch and batch determination should be checked in sales views of material. For this you need to maintain a Classes d for you Material. Items can also be selected from a list and copied into a sales order. Then Create a Batch for the particular plant and Stor Loc using MSC1N.This number is then linked to the customer master data in the sales view. SAP Tips by: Prashanth Harish Item Proposal or Product proposal: "Item proposal is same as product proposal & SAP uses the two terms interchangeably. 2) Use transaction [VA51] to create a proposal. 4) In [VA01] to create a sales order." 1) Use transaction [VOV8] to configure the document type ("MS" for product proposal). This is very commonly used.Give the value of the characteristics in this batch." Steps for SD Variant Configuration Some light on Variant Configuration in Detail. Blue etc . You need to create a class (You might have to create a new class type) which incorporates the characteristic. Ex: Purity for Medicines." Material determination: "Material determination uses the condition technique to swap one material for another when certain conditions apply. Material determination is triggered by the material entered in the line item of the sales order.Zbike. "An item proposal is a list of materials and order quantities that can be copied into the sales order. A2) Batch Determination during order Creation. Then Create the Batch Determination Record using VCH1 Difference between Item Proposal and Material Determination What is the difference between the item proposal and material determination product proposal? Item proposal and product proposal are the same.

• Then go to CU41 Configuration profile select the material and enter the description click on the class assignment ie assign Zbikclass. BB. monitor can be 15" or 17" etc. you assign the particular Sales Document to the Number Range you have already proposed as above.. Here you provide the system a specific Number range as follows: Number range Key +Start Number range+ End Number Range+Current Number For Example: If you want to propose the following Number Range *1 9000076000 9000076999 0 The Current Number field will be kept zero as you are proposing new number range and no sales documents have been created on it .Z*. *-.go to extras . monitor.$self.assignments and assign relationship ( by default it will come just save) • Now select Blue. and which is not there in the system. ^A. you are assigning a Key to a Number Range Series. keyboard. If you propose a key that is there in the system or if the Number Range (Start and End Series) is there in the system already. These components are called as characteristics in variant config.Editor .assignments and assign relationship ( by default it will come just save) • Now go to VK11 . Assigning . while proposing your key..In Assigning.. Possible questions you can expect are: What is variant configuration? What is characteristic? What is value? What is class? What is configuration profile? What is dependency and what are the types? What is a variant table? And the transaction codes for the above. you will be required to maintain Number Ranges for Sales Documents which are allowed for your New Sales Area. where directly go the additional data tab and maintain the table SDCOM and field VKOND (ABAP Dictionary it will ask for) • Assign these two characteristics to a Class in CL01 .. • Now go back to CT04 .ZPrice='Red' and save • Now go back go to extras ..Enter VA00 (Condition)(For Std RVA001 Pricing Procedure) .ZPrice.Other Dependencies .M2..Select Procedure enter in front of 10 write .Other Dependencies .. Here .enter Zbike -go to values. *1 is a Unique Two digit Alphanumeric Key.The same can be reached through in IMG as : Sales & Distribution-->Sales-->Sales Document Header-->Define Number Ranges for Sales Documents. however it can be maintained externally also if you customize it accordingly.Other Dependencies . Based on the values selected the variant pricing will happen using the condition type VA00. Again this will be having values like processor can be either P4 or P3. you should ensure that it should not be there in the system as existing. • Number Ranges In Sales Order This is regarding number ranges defining and assigning tips which you can follow as below: Whenever there is a new Sales Org being created..ZPrice='Blue' and save • Now go back go to extras .Shaik Zaheeruddin Tell me about variant configaration? What are the type of questions we can expect in that? Variant configuration is used where you have a configurable material like computer (made up of components like processor.Create another characteristics in CT04 . Red.Select Procedure enter in front 10 write . For example: !1. So choose a key that is unique.enter variant Red and Blue give the rates accordingly and create the sales order. In Standard SAP the Transaction code for Maintaiing Number ranges externally is VN01. Defining . Number Ranges can be maintained Internally by the system.ZBikeclass ( Type 300) in characteristics tab page.$self. mouse etc)..Other Dependencies . by making this .go to extras . the system will throw a message that Interval already already exists. All the symbols can be used along with numbers from 0 to 9 and Alphabets from A to Z and in any order. The Assigning Part is done as follows: .

For this first create a sales document with the order type for a credit or debit memo request. because the wrong scale prices were used or a discount was forgotten. The customer could return damaged goods.The Two digit Alpha Numeric Key is maintained or Assigned to the respective Sales Document type in V0V8. If the request is approved. the assignment is no longer valid and the system will not process it. you can create a credit memo request. the payment programme processes them automatically. The credit memo request is blocked for further processing so that it can be checked. you can create a debit memo request. You can block the credit or debit memo request from being billed in Customizing.Assignment to several invoices When you post credit memos. credit memo requests. This can also be reached in IMG by: Sales & Distribution-->Sales-->Sales Document Header-->Define Sales Document Types Locate the particular Sales Doc Type. A transaction that reduces Amounts Receivable from a customer is a credit memo. Then you can apply a multilevel dunning program. you specify the value or quantity that should be in the credit or debit memo 5. In all cases. who is to reimburse the amount. Go to Sales -> Sales Documents -> Sales document header -> Define sales document type and select the billing . The debit memo request can be blocked so that it can be checked. or distribute the items of one credit memo request to several billing documents. and payments. Credit memo request is a sales document used in complaints processing to request a credit memo for a customer. A debit memo is a transaction that reduces Amounts Payable to a vendor because. for example. For credit memos. When it has been approved. You can create the debit or credit memo requests in the following ways: – Without reference to an order – With reference to an existing order Here you enter which order the complaint refers to. You can use credit memos in Sales and Distribution (SD) for assigning credit memo requests to the open invoices and in Financial Accounting (FI) for assigning credit memos and payments to the open invoices and carry out clearing with them. As mentioned above. for example. you can post a debit memo to the vendor.Assignment of a partial amount to an invoice . Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. The system uses the credit memo request to create a credit memo."Number range External Assignment" Besides this: If a new Shipping Point is created then Delivery Number ranges are required to be maintained. 2. – With reference to an invoice Here you enter which invoice the complaint refers to. If it is not possible to completely offset the credit memo against an invoice. It is like a standard order. you have the following assignment options: . the payment program automatically attempts to offset the credit memo against the open item. you can remove the block. For eg. 3. If the price calculated for the customer is too high. As soon as you bill the credit memo request together with other sales orders. If the credit memo is specifically related to a particular open invoice item.Assignment to a single invoice . creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. you send damaged goods back to your vendor. calculated with the wrong scaled prices. If the prices calculated for the customer were too low. Similarly. you can remove the block. and double click on it to display it configuration. The system uses the debit memo request to create a debit memo. If you use both Financial Accounting (FI) and Sales and Distribution (SD). there is a 1:1 relationship between the credit memo request and the credit memo item posted in Financial Accounting (FI). Here you put the Two Digit Number key in the Field. 4. What is Debit note and Credit note What is Debit note and Credit note? What is the purpose? How we create? 1. If a new Plant is created then Billing Number Ranges are required to be maintained.

The Process is you create a STO do delivery against the STO and create a Billing Document against the STO. by another department.if necessary. Internal customer should be assigned to the ordering plant ( MM -> Purchasing -> Purchase Order -> Setup stock transport order -> assign the internal customer to the ordering plant and assign the Sales area of the internal customer. This request can later be reviewed along with similar ones. Vendor master has to be created and assaign the supply source ( Delivering Plant).Prassee Material should exist in both the plants (Delivering & Ordering). Configure Intercompany Stock Transport Order Explain STO. It is used for inter company transfer of goods. STO is Stock Transport order. . . Billing (Intercompany pricing conditions should be set). Tcode : OMGN Assign its Sales area to the delivering plant Assign the document type and Delivery type NB and NLCC Assign the Supplying plant --> Receiving Plant --> NB Take the delivering plant and assign the sales area. Select the Delivery creation line and do the back ground process. How to configure the inter-company Stock Transport Order? . The request for a credit or debit memo can then be approved or rejected. Create a puchase order ME21N ---> Save Delivery VL10 G ---> Calculation rule (appropriate) --> Assaign the purchase order number here and execute.block field in the billing section. Start the log display and see the delivery document number by the documents button Goto VL02N --> do picking and PGI --> Then do the MIGO with respect to the delivery document. Plant to plant transfer and even transferring raw material to Third party contractors (Job Work).

3rd party sales order View the PR that is created ME52N Key in the PR number Save SD .Seema Dhar SD .3rd party sales order Assign the PR to the vendor and create PO ME57 Key in the PR number Toggle the "Assigned Purchase Requisition" Execute Check the box next to the material Assign Automatically button Click on "Assignments" button Click on "Process assignment" The "Process Assignment Create PO" box . state the vendor and the Material . Assign Item Category TAS to Order type that you are going to use. Vendor delivers the goods and raises bill to company. Create Material – Material Type as "Trading Goods". With reference to SO a PO is created (ME21N).3rd party sales order View the PR that is created with a third party sales order VA01 Order Number Goto Item Overview Item ->Schedule Item SD . A sale order is created and when saved a PR is generated at the background 5. 4. 6.Third Party Sales Process Flow for 3rd Party Sales Customize the third party sales in summary: 1. enter Drag the PR and drop in the shopping basket Save SD . 3. click on classification Serial Numbers tab Date of Production Flag Item OK Check. distr chnl. just in case Post Save SD .3rd party sales order Create Sales Order VA01 Order Type Sales org. Goods issue 9. there is no delivery process attached in the whole process of Third party sales. Create Vendor XK01 2. div Enter Sold to PO # Material Quantity Enter Save SD .3rd party sales order Receive Goods MIGO_GR PO Number DN Number Batch tab . The item cat TAS or Schedule line cat CS is not relevant for delivery which is evident from the config and. The company raises PO to the vendor.3rd party sales order Create Invoice MIRO Invoice Date Look for the PO . therefore. Item category group as "BANS". MM receives the invoice MIRO 7. 10. Billing *-. Goods receipt MIGO 8.

go to the menu Sales Document .3rd party sales order Create a delivery order VL01N In the order screen .3rd party sales order Create a billing document VF01 Ensure that the delivery document is correct in the Enter Go to edit -> Log Save . select "Deliver" Go to "picking" tab State the qty and save SD .Check the box Clilck on "Copy" Purchase Order Number (bottom half of the screen) Amount State the baseline date Simulate & Post Invoice Number *Invoice blocked due to date variance SD .

SD .Master data .Specify cross selling pricing procedure (CS0001) .CS0001 Maintain condition record for cross selling (VB41): Path: .cross selling b) Define documents procedure for cross selling: Here we define document cross selling procedure ex: `B".Define determination procedure for cross selling a) Create condition table: Here we define condition table ex: .Cross selling .material b) Maintain access sequence: Here we define access sequence ex: C001 and assign condition table ex:011 that we define in previous step. c) Define condition type: Here we define condition type C001 and assign it to access sequence C001 that we define in previous step.Assign the pricing procedure (RVA001) . By : Ahmednsp Cross selling is a concept by which the business can improve the sales.VB41 . It is blank – dialog box appears in request and after date is released Check cross selling ATP indicator: If you check it . system carry out ATP check for cross selling product. Ex: If the customer placed for the order for computer then computer stand can be suggested as a combination material. 2) Maintain customer/document procedures for cross selling: a) Define customer procedure for cross selling: Here we define customer cross selling profile Ex: "B" -.Specify customer cross selling procedure –B .cross selling c) Assign document procedure for cross selling to sales document: Choose sales document type "OR" and assign document cross selling procedure ex: "B" 3) Define and assign cross selling profile: a) Define cross selling profile: Go to new entries. d) Maintain procedure: Go to new entries and define cross selling profile Ex: CS0001 and assign our condition type C001 that we define in the previous step.Specify cross selling dialog box indicator W If it is "A" – dialog box appears only in request. By using this concept the business can offer combination material for ordered material.Logistics .Cross Selling : How To Configure (1) Cross Selling: How to configure and the menu path details. (2) While creating individual order I face one error 'Plant not assigned to Controlling Area': How to configure controlling area and menu path. (3) Menu of path of subsequent Delivery Free of Charge.Cross selling .Products . specify sales area .Specify document cross selling procedure – B .Assign cross selling profile -. specify cross selling profile key with description . When the user raises the sales order and specifies ordered material then system automatically pup-up a box in which system displays suggested material Configuration settings: 1) Define determination procedure for cross selling: Path: .Go to new entries. b) Assign cross selling profile: .Basic function . It can be mapped by using cross selling concept that uses condition technique.IMG .SD .

Specify condition type C001 Specify the order material. here you can create controlling area .Out bond delivery only if main item has been partially delivered Go to VD02. raise the sales order with order material check the effect.B Save it and exit Go to VA01. select condition line item Click on alternative material icon and maintain alternative material with cross selling delivery conditions options Blank – Out bond delivery takes place regardless of main item "A" -. 4) Path to created controlling area: Img-->Ent Str-->Defintio-->Controlling-->Maintain Controlling Area . sales area section of sales tab Assign customer procedure for product proposal .

The schedule line category is CS. Here you can see a field 'order type' with value 'NB'. Singapore is not able to produce the same. They pass on the order to India for processing. Invoice copy is passed on to Singapore.India & Singapore Customer places sales order for particular material on Singapore. After processing India ships the material directly to the customer along with necessary documentation. How can the above scenario handled? By: Balaji You can do this using third party sales. 5) Singapore company does the invoice verification in MM using tcode MIRO. 1) If you are always following a third party process for a material then you have to create the material using item category group BANS. 2) If you are not always allowing third party order processing then you can create a material master record with item category group as NORM and the procurement type should be marked as (X) meaning both types of procurement (in house manufacturing and external procurement). as soon as the order is saved a PR (purchase requisition) is automatically generated. The third party sales process is as under. In the item category the billing relevance should be 'F' . 6) Singapore company raises the invoice to the singapore customer.An Example Of Third Party Sales Scenario: 2 companies are created in system . item category & schedule line category. 1) Singapore company creates an order for the singapore customer. The procurement type should be marked as external procurement (F) in MRP 2 view of the material master record. 4) Indian company sends the invoice to the singapore company. Final Commercial Invoice will be raised by Singapore. This is converted into PO (purchase order) and sent to the indan company. 2) Because of the configuration settings of the sales document type. This triggers the automatic creation of the PR. item category TAS is used for this. Plus in the material master also you need to do certain settings. 3) Indian company supplies the material directly to the singapore customer. In standard SAP.

Similarly for SED CESS Number of Items in Excise Invoice Shows the maximum number of line items that the authorities allow per excise invoice. Maintain Company Code Settings. you maintain the data relating to your excise registrations. specifying a four-character code for each Excise Registration Ids In this activity.CIN SAP SD CIN Configuration What is CIN? CIN Means Country India Version In Indian Taxing procedure. . and state: . Excise register set description: Description of the excise registers set. AED usage Additional Excise duty Percentage. Indicator for providing debit account overwriting Debit Account Overwrite Indicator.For each excise registration in your business create a registration ID. and adds the nondeductible duty to the material value. It controls. Excise Registration Number: A number assigned to each premises or location that has registered as a manufacturer with the excise authorities. This information is used to split the transfer postings' items into multiple subcontracting challans.Which taxes the registration covers (additional excise duty. Example . you maintain the data relating to your company codes.JINDEP (Sales from depots) . Excise range: Specifies the excise range in whose area the excise registration is located. Every entity with an excise registration number is required to keep its own excise books. Some info on CIN Configuration (it may not appear as understandable below.Excise year start month. CIN Configuration is a topic in itself.JINEXP (Export sales) . but if you check on screen. the system splits the input excise duty on the material into its deductible and nondeductible amounts. Partial CENVAT Credit: Indicates that the excise registration ID is allowed to credit only a portion of its input excise duty to its CENVAT account Dependencies . It provides the flexibility to the user to enter the debit account of his choice depending on the nature of transaction. you maintain excise registration IDs. Indicator for confirming. it will be understood better) Country Version India comes with four pricing procedures as follows: . It posts the deductible duty to the appropriate CENVAT account. Automatic balance Indicator . Excise code number.Enter each of your excise registrations. In this IMG activity. Excise related configuration is known as CIN configuration. The calendar month marking the beginning of the excise year.Indicates debit accounts can be overwritten. . Excise Duty plays a vital role in manufacturing cenario’s. special excise duty. which document type the system uses when making CENVAT postings in Financial Accounting (FI). excise registration number ECC Number: Specifies the organization's ECC number.JINSTK (Stock transfers CIN: IMG > Logistics . .This information is used when you create an excise invoice in Sales and Distribution (SD) for factory sales and for other movements.When you post a goods receipt.JINFAC (Sales from manufacturing plants) . You create one ID for each of your business's excise registrations. Dependencies . This start month represents the month for the start of the excise invoice number range. Here ED is document type for cenvat posting. X . These are livable under the additional duties of excise act.The maximum number of items to be printed on each excise invoice . This information is also shown when you post the vendor's excise invoice. Document Type for CENVAT Postings. tobacco and sugar.Additional Excise duty is livable in case of textile products. Excise Division: Specifies the excise division in whose area the excise registration is located.Whether you are allowed partial CENVAT credits Maintain Registration ID NUMBER. Use In excise journal voucher transaction. Excise Collectorate: The code of the excise collectorate in whose area the excise registration is located.General > Tax on Goods Movement > India > Basic Settings > Maintain Excise Registrations In this IMG activity. These duties are in addition to basic excise duty and special excise duty. and cess) Fields for any taxes that are not covered will be hidden in transactions involving excise duty. The month 04 is entered here indicating April of the calendar year as the start .

You can use the average rate for the currency translation.Key representing a type of exchange rate in the system.Specify whether it is a manufacturing site or a depot. Create one excise group for each set of registers that you need to keep. Excise Groups . Document type for FI posting on Utilisation Financial accounting document type for TDS posting. Depot . If you receive only one consignment for an Excise challan then you can leave GR's per EI as blank.You enter the exchange rate type to store different exchange rates.Number of goods receipt per excise invoice. 2. 4. Days to be considered for excise invoice selection Number of days from document date for excise invoice selection. you maintain excise information relating to your plants. you define your excise groups.Multiple GR for one excise invoice. .In this IMG activity. Number of excise invoices to be selected Indicates the number of excise invoices that needs to be selected in the excise invoice selection. and follow different procedures for goods receipt and invoice generation. If the duty amount is less than one rupee then no rounding is done Rounding off of Excise duty for outgoing excise invoice . you can also control how various excise invoice transactions will work. Excise invoice selection procedure :Excise invoice selection type.Multiple GR for one excise invoice. single credit'. RG 23C and PLA serial numbers are created for an excise group. Alternatively if you want to availa the credit only after all the goods receipts have been made mark it as ' Multiple GR for one excise invoice. when you verify a goods receipt for capital goods. Single credit . CVD Clearing Account . This will not round off the CENVAT credit to be taken.month for excise invoices.In this activity. . . The excise invoice selection will show the related invoices only for the period 08-03-97 to 28-03-97. you maintain excise information relating to your plants.When you are creating an Excise invoice for export sales then the exchange rate for duty calculation will be picked up using this Exchange rate type.Depots are required to prepare register RG 23D. Example .Assign it an excise registration ID. Exchange rate type . selling rate. The RG 23A. But through exemption from the authorities.Under normal circumstances. For each excise group.You can round off the Excise amount to be paid during an outgoing Excise invoice by marking this indicator as 'X'.Instructs the system. Exchange rate type to be used for Export excise duty converts .You can assign the same ID to more than one plant. It can be either earliest or latest invoices that were received. The rest is posted the CENVAT on hold account. If you receive multiple GR's for a given Excise challan and would like to avail multiple credit mark the GRs per EI as 'Multiple GR's for one excise invoice. If you want to automatically create Excise invoice during Sales cycle at the time of billing the tick . Recommendation . The rounding is done at the item level for each item where the amount is greater than 1 Rupee. Document type for TDS FI posting: Financial accounting document type for TDS posting. then you need to maintain only one excise group. or average rate for translating foreign currency amounts. An excise group allows you to maintain a separate set of excise registers and excise accounts.Specifies which G/L account the system credits when you take a CENVAT credit on countervailing duty in the Incoming Excise Invoices transaction.In this IMG activity.You can use the exchange rate type to define a buying rate. Maintain Plant Settings . If marked 'X' then the excise duty amount will be rounded off to the nearest rupee at the Purchase order level. 3. for use in the following year. Indicator for item level excise duty round off . multiple books can be maintained.This indicator is to be used for deciding whether Item level excise duty amount rounding off is required during procurement cycle. To indicate the method opted by the company for selecting the excise invoice. Any change by the Excise authorities regarding start month should be taken care of by an entry in this field and initialization. Maintain whether this Excise group is for a depot or not. . multiple credit Maintain Excise Groups . you define excise groups. Example . to immediately post half of the input excise duty to the appropriate CENVAT accounts. . if required.If the value of this field is 20 and today is 28-03-97. 1. multiple credit'. For each plant: . . Immediate Credit on Capital Goods .Indicates that the plant in question is a depot. excise authorities require every business to maintain only one set of excise registers and one set of accounts.In this activity. and the bank buying and selling rates for valuation of foreign currency amounts. Assign the excise groups to plants. If your company has only one set of excise registers. Plant Settings .

and follow different procedures for goods receipt and invoice generation. You need not separately Post the excise invoice Also we can set indicator for creation of part 1 for: . 8. you define the different excise series groups within your company.No account postings for CENVAT in sales cycle .Consignment stock Maintain Series Group . Excise Group Governs which set of excise registers a business transaction will be included in. by choosing Excise Group . .You could define two series groups.Blocked stock . 10. Based on excise regulations and exemptions from the authorities you can maintain multiple number series for outgoing documents.Instructs the system to automatically create a Sales and Distribution (SD) excise invoice immediately you create a commercial invoice or a pro forma invoice. .In this IMG activity. when you come to prepare your excise registers.Define excise series groups based on type of outgoing document . you must also define the default plant. Indicates that the plant in question is a depot. 9. plant and registration. 'Create Part1 for STO' when marked will create a Part1 during the receipt of material through inter plant transfers.If this indicator is marked then while creating Excise invoice for other movements system automatically does the Verify and Post.Stock transport order . 'Automatic posting' when ticked will post the Excise invoice other movements automatically along with creation in single step.In define excise groups in Customizing. . If you need automatic posting of RG23D selection then the Post Goods Issue should have been completed before running RG23D selection.RG23D Automatic Option if selected will create Depot excise invoice by posting the selection of excise invoices in single step. 7. Multiple credit . The excise invoice is created in the background.If this indicator is ticked then while doing Goods Receipt using 'MB01' system will default the excise invoice quantity on to the Goods receipt document. Single Credit Create Excise Invoice Automatically . when you post a vendor's excise invoice.Assign series group to excise registration ID . You cannot cancel the selection later. .GR Per Excise Invoice . and series groups in Customizing for Sales and Distribution (SD).Series Group Determination. 'Create Part1 for consumption stock' when marked will create a Part1 during the receipt of material into consumption stock.the indicator 'Create EI' 5. Following is the relation between excise group. Example . . Series groups allow you to maintain multiple number ranges for the outgoing excise documents. 11.If no financial postings are required for an Excise invoice in this seris group then you tick the 'No utilization' indicator. . This will post the selected records into RG23D automatically. in transactions involving excise duty. .Multiple GR for one excise invoice . you specify which excise group you are using. RG23D Sales Creation and posting option .No utilization Flag If you do not need any CENVAT utilization for an excise invoice but would like to just generate an excise invoice then you need to mark this indicator. If the indicator 'Default GR qty' is marked system will default the Excise challan quantity on to the Goods receipt if the Excise invoice number is given in the pop-up. During depot sales if you do not want to do RG23D selection and posting separately and would like to complete RG23D selection in one step mark the indicator 'RG23D Auto post'.Depots are required to prepare register RG 23D. excise group. At the end of the period. Then. and group 002 for 57 F4 documents. . group 001 for excise invoices. 'Create Part1 for Block Stock' when marked will create a Part1 during the receipt of material into Blocked stock . If this is not selected then you need to separately do RG23D selection followed by PGI and then RG23D verification and posting. Folio number for depo Posting . 6. This information tells the system which G/L accounts to post the excise to.Multiple GR for one excise invoice .If the CENVAT has to be paid immediately and you need not wait for the Fort nightly payment then mark the 'Immediate Utilization' Iindicator. Default excise qty in GR . But each of these series has to be declared to the excise authorities.If you want to make use of this function. If the indicator 'Folio no create' is marked system will generate Folio numbers for RG23D during receipt of excise invoice into depot. you create different sets for each excise group. for example.

otherwise you will not be able to display old documents.In this IMG activity. a purchase order. When the ordered materials arrive. IMG > Logistics .Specify the purchasing and sales conditions types used for basic excise duty. When you come to enter a purchasing document. If you have both fortnightly and immediate utilization for the same excise group. Since the exact rates of excise duty can vary on a large number of factors.Specifies that when you create an excise invoice. We strongly recommend that new customers use condition-based excise determination. Maintain Excise Defaults . The Key Combination dialog box appears. use a copy of the tax procedure TAXINJ. enter the tax code for condition-based excise determination in each line item. 2. If you use condition-based excise determination. Immediate Utilization of CENVAT .If the flag is checked then system will create an Excise invoice in the given Series group but there will not be any account postings or Part2 postings. field and leave all the others blank. . The system posts the excise duty to the appropriate accounts for deductible input taxes when you enter the excise invoice. These activities include one activity where you define a tax code for condition-based excise determination. . fill out the CVD cond. Day-to-Day Activities . enter FV11 and choose . you define which tax procedure and pricing condition types are used in calculating excise taxes using formula-based excise determination. such as which vendor you purchase a material from. and cess. This tax procedure also supports condition-based excise determination. Such invoices will not be listed for fortnightly utilization. or which chapter ID the vendor stocks the material under. The system then calculates the excise duties using the condition records you have created. the system immediately pays the amount from CENVAT and creates the Part II entry. .Create condition records for all excise duties that apply. Maintain Excise Duty Indicators . you post the goods receipt and the excise invoice. special excise duty. TAXINN is only supports condition-based excise determination. In the command field. Creating Condition Records for Excise Duty 1.When you enter a purchase order or other purchasing document.General > Tax On Goods Movement > India > Basic Settings > Determination of Excise Duty > Select Tax Calculation Procedure In this IMG activity. additional excise duty. the R/3 System automatically calculates the applicable excise duties using the condition technique. Account determination for immediate payment will be done exactly the same as being done for fortnightly utilization program. Note that once you have started using a tax procedure. for example.Enter the tax procedure and the pricing conditions that are relevant for excise tax processing. use a copy of the tax procedure TAXINN. Features : The standard system comes with two tax calculation procedures.Specify the conditions in the sales order that are used for excise rates. you specify which tax procedure you want to use for determining excise duties and sales taxes on input materials in India. Enter the condition type that you want to create a condition record for and choose . the system applies the excise duty at the rates you have entered in the condition records. so that you can work with both concurrently. If you use formula-based excise determination. by choosing Taxes on Goods Movements Account -> Excise Duties Using Condition Technique and …-> Settings Determination. whereas TAXINJ supports condition-based excise determination and formula-based excise determination.General > Tax On Goods Movement > India > Basic Settings > Determination of Excise Duty > Condition-Based Excise Determination When you enter a purchasing document.If you use condition-based excise determination. IMG > Logistics . .Specify the countervailing duty condition type used for import purchase orders See also : SAP Library -> Logistics -> Country Versions -> Asia-Pacific -> India -> Materials Management (MM) -> Condition-Based Excise Determination and -> Formula-Based Excise Determination. the account determination within CIN IMG should point to the ED interim account. you maintain the excise duty indicators.In this IMG activity. and enter the tax code for condition-based excise determination in each. you cannot switch to another one. Customizing : Make the settings in Customizing Basic -> India -> for Logistics – General.If you use formula-based excise determination. you create condition records for every sort of excise duty. fill out all of the fields as follows: . . Both tax procedures contain condition types that cover all of the excise duties and sales taxes applicable. . Master Data .

4. you then create a final excise duty indicator. You maintain the following types of data: . The system automatically determines the rate of excise duty as follows: 1. Similarly.Customer master data Similarly. .Vendor master data For each of your vendors with the same excise status from a legal perspective. to create a condition record for a tax that applies to a combination of country. Only carry out this activity if you use condition-based excise determination.In this IMG activity. 6.When you execute a business transaction involving materials that are subject to excise duty. Looks up the plant master data to see what status you have assigned the plant. Let’s assume the chapter ID at plant for the ball bearings is 1000.Plant master data You assign each of your plants an excise duty indicator. . . such as all those that are in an exempt zone. 5. 5.Material master data Each material is assigned a chapter ID. you maintain the rate of excise duty. Do not make any other settings for it. select Country/Plant/Control Code. Save the condition record. In order for the system to be able to determine which rate of excise duty to apply. and set the tax code type to V (input tax). The system looks up the table under Excise Indicator for Plant and Customer to see what the final excise duty indicator is for customer status 3 and plant status 2: It is 7. your plant has status 2. 3. For example. Again. plant. Looks up the customer master data to see what status you have assigned the customer.In this IMG activity. the system . you assign the same excise duty indicator to each of your customers that share the same legal excise status.In the Tax Code field. the system automatically calculates the duty for you. You can use the same indicator for all the plants with the same excise status from a legal point of view. 2. The system uses this information when you create a document from another one. Finally." So. If your business only qualifies for partial CENVAT credit. Note that this only applies to condition types that you use with the new excise determination method. you must customize your system accordingly. for each permutation of plant indicator and customer indicator. . Choose . when you enter an incoming excise invoice from a purchase order.01. Formula-Based Excise Determination . which you can Master Data®access from the SAP Easy Access screen by choosing Indirect Taxes Excise Rate Maintenance. the system looks up the table under Excise Tax Rate to see what rate of duty applies to chapter ID 1000.01 under status 7. Define Tax Code for Purchasing Documents . Select the combination of objects that you want to create the condition record for. Let us consider an example to illustrate how the system determines which rate of excise duty to apply to a material. you specify which condition types you use for which sort of tax. Control Code means "chapter ID. . Assume you are posting a sale of ball bearings to a customer.Assign Tax Code to Company Codes In this IMG activity. whether the vendor is a manufacturer. and chapter ID. See also the information about manufacturers that are only entitled to deduct a certain portion of the duty (see Partial CENVAT Credit). you define a tax code for the purposes of calculating excise duty when you enter purchasing documents.Create a new tax code. you then create a final excise duty indicator.3. for example. enter the dummy tax code that you have defined. assign the tax code for purchasing documents to the company codes where it will be used. you must have maintained all the data on the Excise Rate Maintenance screen. Enter data as required. You must also stipulate if the vendor qualifies as a small-scale industry.Excise tax rate For every chapter ID and final excise duty indicator. 4. The system determines the chapter ID of the ball bearing for the plant. . Let's assume you've assigned the customer status 3. Only carry out this activity if you use condition-based excise determination. or a first-stage dealer. or when you create an outgoing excise invoice from a sales order. you define an excise duty indicator. On the dialog box. . For each permutation of plant indicator and vendor indicator. Classify Condition Types . You must also specify the vendor type – for example. a depot.

. 15. Example: .Defined the G/L accounts .In this IMG activity.For each excise group. ie.Excise group .Company code . Enter all the accounts that are affected by each transaction type. EWPO. In addition. Config setting needed to be done in order to get the Excise Details Screen in Material Master. .determines the various excise duties in the excise invoice using the information that you have entered here. assign the excise and CENVAT accounts to G/L accounts. select data screen no. so maintain the credit account for transaction type DLFC as an excise duty interim account. the system only uses the condition types that you enter here. Once the data screens are exhibited. The standard system comes with sample settings for the tax calculation procedures and pricing procedures.MWS (central sales tax) . . Even though this functionality is available in enterprise version. Transaction type UTLZ is used for determining accounts only while posting excise JVs and also if the payment of excise duty has to be done fortnightly. you specify which excise accounts (for excise duty and CENVAT) are to be posted to for the various transaction types.In this IMG activity. Select your screen sequence. you can also use sub transaction types.In this IMG activity. Select the same and click on Data Screen in the left frame. VS2. Requirements You have already: .VS3 (special excise duty) .MW3 (local sales tax) . and TR6C for determining the CENVAT and PLA accounts.Maintained the transaction accounts Activities . When you come to execute the various transactions.Chart of accounts Furthermore. 3. you specify which G/L accounts you will use to record which taxes. which is .ESA (service tax) .General > Tax On Goods Movement > India > Account Determination Define G/L Accounts for Taxes . one set of accounts will suffice for all transactions. If you use sub transaction types. .VS1 (basic excise duty) . when you create a purchasing document. 2. The fortnightly CENVAT payment utility picks up the credit side accounts from the transaction types of GRPO.VS5 (sales tax setoff) . Go to IMG Define Structure of Data Screen for each Configuring the Material master Screen Sequence. SSq. a small configuration step has to be made in Screen Sequences for Material Master. use the condition types contained in the pricing procedures.You have set up G/L accounts for each of the processing keys listed below. you assign the excise and CENVAT accounts to G/L accounts. enter the accounts for each sub transaction type as well.ESE (service tax expense) Specify Excise Accounts per Excise Transaction .For taxes on purchases. This will be set off when you remit the duty. the system determines which G/L accounts to post to by looking at the: . .GRPO CR RG 23 BED account . 21and Scrn 15.GRPO DR CENVAT on hld account Specify G/L Accounts per Excise Transaction . Note : you need not remit the CENVAT to the excise department immediately. Requirements .Defined the excise groups . There is no separate transaction type for fortnightly payment. For most businesses. Use these settings as a basis for your own.Assign an account to each of the following posting keys. Usually it would be 21. Following document helps you to do this configuration. IMG > Logistics .Material Master à Logistics General 1.For taxes on sales. if you want separate account determination settings within an excise group. The accounts for VS1.GRPO CR CENVAT clearing account .Excise TT DC ind Account name . use the condition types contained in the tax procedure. and VS3 are used as clearing accounts during excise invoice verification.VS2 (additional excise duty) .

“Foreign Trade: Import Data”.e. 6. Create a Material Master and check whether in Screen Foreign Trade – Import. Click on tab view sub screen and ensure that the sub screen is blank. . 2205. 5.0001 and select the same.6 you delete SAPLMGD1 – 0001 and instead add SAPLJ1I_MATERIAL_MASTER and in the screen no.SAPLMGD1. Excise related sub screen appears. Save the setting. Select the same and click on Sub screens in the left frame. no. 7. 21-15-6 . 4.e. Go to the last sub screen i. Now in the last sub screen i.

You want to assign a ship-to to a payer. You can also assign a partner function to the customer so that the higher level customer in the hierarchy is copied into a sales order as a partner function .business partners . The standard is type A. If you use a customer hierarchy you can maintain the discount for the partner in the top of the hierarchy and in this way it will be valid for all customers in the hierarchy. So if you want to a hierarchy for customers in the same sales area then enter the sales area and enter the same one as the higher level sales area. And enter the combinations that will be allowed for creating the hierarchy.customer hierarchy You use for example customer hierarchy when you have an company like Unilever and you agree both on a discount. You must also make an entry for permitted sales area assignments. then. It is possible to maintain so called customer hierarchies. All subnodes in the hierarchy below that customer. 4) Assign sales areas: symple you indicate wich sales areas are allowed in your hierarchy. you obtain the bussiness partner for each partner function. will thus receive the same discount. This might be useful when for example you create a condition discount for a customer that is part of such a hierarchy structure. Unilever does have different locations / businesses and you have to maintain the discount for all customers. Customer hierarchy setup. (Here you can customize common sales areas.customers . just for not having to build de hierarchy in all the different sales areas). . 2) Set partner determination: if you want to user the hierarchy in price determination. Under SD . firstly decide the hierarchy type to be used.master data . 5) Assigning hierarchy type for pricing: you indicate which classes of documentos uses hierarchy in pricing determination. All these settings can be found in the IMG. In the partner procedure. in the orders. in each partner function you must indicate the source partner function. With this informacition.but you don't need that right? Next assign your customer account group to the hierarchy type. in the order.Customer Customizing Customer Hierarchy in SD How to configure and maintain the SD Customer Hierarchy? All the customizing is in SD/Master Data/Bussiness Partner/Customers/Customers hierarchy 1) Define hierarchy type: just put and ID and a name to the new hierarchy. at the header level. 3) Assign acount groups: you indicate which accounts groups are allowed for being part or your hierarchy. you have to have a Partner Procedure with a partner function for each level. So enter the ship to account group and enter the payer account group as the higher level.

Reqmnt type must exist by which a requiremnt class can be found 3. It does not hovever take the availabilty into account before substitution. SAP will then forward schedule for today’s date. less transportation lead time. then it will confirm the customer’s required date. less production/purchase time if applicable. SAP first backward schedules looking at the required delivery date. Has anyone had the same requirement? Is this a bug or just incorrectly documented? I also encountered this abnormally recently using material determination. When it is converted to an order. ATP is the single most complex part of the SD module. or give you a date based on the production time or purchasing time from the material master.Availability Check Availability Check on Quotation SAP standard does not do an availability check on the quotation. is available: Product selection in the background is performed on the basis of the availability check. If the date it calculates is equal or later than today’s date. If it falls in the past. SD material Determination based on availability check For SD material Determination you can create a Substitution reason and on the Strategy field. depending upon how PP and MRP is set up. When MRP is started. MRP works semi-separately. Basically. We want to have the material determination only in case on material shortage. depending on how it is set up. The date the system proposes is based on the customer's requested delivery date. different planned orders. I've illustrated this below: Original Product: ABC Substitutes: DEF. the first availability check is carried out. We expect the Substitution reason to give us this functionallity. plus the times listed above to get the date when the customer can actually have it. 2. The following are the mandatory for Availability check to happen-1. as well as credit checks.Checking group must be defined in Material Master records(it controls whthr the system is to create individual or collective reqmnt) A combination of checking gropup and checking rule will determine the scope of availbaility check. structure the Material Determination record as follows: Material Entered: ABC Substitutes: ABC DEF XYZ There seems to be a devaition at availability check and or on a conceptual note still. If there is enough stock in the plant/SLoc. plus what is contained in the availability checking rule (scope of check) eg: can add POs for replenishment. the following info. less transportation time. Availability check can be configured both at requiremnt class and at the schedule line categories level. usually just a pricing quote. and subtract sales orders. as it is not a definite order. and if it the stock does not meet expected sales orders and deliveries. In order to combat the problem. It is mandatory that the reqmnt class is flagged off for avlblty check and the schdelu line cat need not be. purchase reqs. deliveries etc already created against that material in that plant (and possibly Storage location). The system will check stock in the plant. Must be swithced on at the requirment class level and at the schedule line level. There must exist a plant and is defined 4. We thought the worse case is to create a ABAP which is linked to the "requirement" field in the Procedure (OV13). less pick and pack time. the system will give you a confirmed date. Whilst the availabilty check at the requirement class level via global and mandatory configuration the schedule line catgry availability check deals with the order. MRP looks at the demand on the plant. the first product substitution should be for the original material. XYZ In order to perform product substitution ONLY in the case of ATP failure for product ABC. it will turn the PR into a PO or the requirement into a production order. it will create a purchase requisition (outside purchase) or requirement or planned order (for production) to cover the shortfall. .

This can be done through substituiton reason T Code [OVRQ] See the substitution reason number for Manual Material Selection .atleast Divisions should be A for Stategy .maintaining procedures for material determination and assigning procedures to sales doc.dont forget to give the Subst reason on top and also on the line.check the Warning box .check the Entry box .e. types have been done) Create one material determination.but remember you can substitue only one material from the list.Creating Multiple Materials in Material Determination Material Determination is used to swap one material for another. Go To VB11 to create Material Determination (taking into consideration that all the previous steps for material determiantion .It is possible to get a list of materials for substituiton. maintaining condition types. Click the Variants Icon on top left-Sreen opens Specify different materials you want to swap with the material you have enterd Note that the subst reason is already copied on the screen Remember materials should be of the same sales area.

and pick/pack time are subtracted from the customer’s requested delivery date to calculate the required material availability date. and transportation lead time are added to the new material availability date to calculate the confirmed delivery date. loading time. Forward scheduling is also done if no product is available on the material availability date calculated by backward scheduling.Backward and Forward Scheduling Backward scheduling is the calculation of deadline dates: the arrival time at the customer site is calculated as the earliest possible goods receipt time at the customers unloading point on the requested delivery date. The system calculates backward scheduling as follows: Requested delivery date minus transit time = Goods issue date Goods issue date minus loading time = Loading date Loading date minus transportation lead time = Transportation scheduling date Loading date minus pick/pack time = Material availability date By default. All four of the delivery and transportation scheduling lead times are subtracted from the customer's requested delivery date to determine if this date can be met. This new material availability date forms the starting point for scheduling the remaining activities. hour and minute is supported. Backward scheduling is always carried out first. . It is activated by maintaining the working hours for a particular shipping point. pick/pack time. the system will calculate delivery dates the closest day. taking into consideration the working days of the shipping point and a rounding profile. The system does an availability check to determine the first possible date when product will be available. This allows the scheduling of a delivery within a single day. This is referred to as daily scheduling. If the material availability date or transportation scheduling date is calculated to be in the past. In this case the system assumes a 24 hour work day and lead times can be entered in days up to 2 decimal points. transit time. The loading time. Precise scheduling calculated down to the day. The transit time. the system must then use forward scheduling.

Create the First Billing documents . However. Receive Downpayment from customer via FI screen . Cash/Bank 30 Cr. A little different to your original Billing Plan. I don't want to have the last 3 Credit item as above. Many users object to the down payment or security lodgement mechanism. In our case we often park and apply the advance manually to final invoice. (sales item value = 100) with billing plan with three steps 30% down payment. AR 30 Cr. In the Billing Plan. 1. Security deposit payment 30 ( In many countries this may be subject to TAX laws) 4. 1st record is Downpayment request 30% of Order value. I want only 1 line item of credit. Sales 100 Dr. When I create Billing document for the sales item. Create Sales order. but 1st record is Downpayment request 30% of Order value.30% std billiing on order completion and 70% on delivery. 3. billing type is F2. (sales item value = 100) use payment term : 0009 (Installment Payment term. the accounting should be Dr.Problem with Down payment settlement using installment payment term. 30% * 30) Cr AR 12 (DP. AR 30 (*split AR by installment payment term) AR 40 AR 30 Cr. at this stage the accounting document is created as following :Dr. AR 30 (*split AR by installment payment term) AR 40 AR 30 Cr. the down payment value will be proposed for settlement at Billing Creation. 30%). the 2nd & 3rd records are std F2 invoices 30% . at this stage the asccounting document is created as following Dr. 40%. Receive Downpayment from customer via FI screen . AR 9 (DP. Sales 30 . the down payment value will be proposed for settlement at Billing Creation. The accounting document is as below Dr. it will document as Noted item in the accounting document. 3. The accounting document is as below Dr. I meant. 30% * 30) It seems SAP settlement Down payment by Installment Payment term. Create Billing type Down payment request . the 2nd record is Final invoice 100%. AR 30 (Not separate by Installment payment term) Solutions : Suggesstions on how I could proceed? Your problem with Down payment settlement is common. Advance from customer 30 4. 30% * 40) Cr AR 9 (DP. Advance from customer 30 Cr.Account Payable Settlement Downpayment with Installment payment Term Scenario :. 30%. 2. Create Billing type Down payment request . billing type is FAZ . When we create Sales order. I was wondering that is there are alternative or an option to setup the Down payment settlement independent of Installment term. it will document as Noted item in the accounting document. I then accept the default value of down payment clearing. Advance from customer 30 Cr. then accept the default value of down payment clearing as these equal each other. I specify 2 records. Cash/Bank 30 Cr. 2. following the above case we sometimes use this with our PS orders: 1. 70%. billing type is FAZ . Sales 100 Dr.

Create the Second Billing document ( down payment value has expired and will not be proposed) The accounting document is as below is then standard for the last installement. Advance from customer 30 Cr. AR 60 Cr.Dr. AR 30 5. Sales 60 This alternative provides a cleaner option with the Downpayment. Dr. .

| -----------------------------------------------------------------------------------------| STYPE | Record type |2 | CHAR | 000001 | 000000 | | VAKEY | VarKey | VarKey | CHAR | 000100 | 000000 | | DATBI | Valid to | Valid to | DATS | 000010 | 000000 | | DATAB | Valid on | Valid on | DATS | 000010 | 000000 | | KBETR | Amount | Amount | CHAR | 000015 | 000000 | | KONWA | R/2 table | R2tab | CHAR | 000005 | 000000 | | KPEIN | R/2 table | R2tab | CHAR | 000005 | 000000 | .Upload Condition Pricing RV14BTCI .Main Data Record -----------------------------------------------------------------------------------------| Field name | Description | Report header | scale Sample flat file for uploading table A305 . | Length | Dec.g PR00 | CHAR | 000004 | 000000 | ------------------------------------------------------------------------------------------ BKOND2 .Session Header Record 100PC 100PC -----------------------------------------------------------------------------------------| Field name | Description | Report header | scale ROW 5 BKOND3 . you have to use SM35 to process the update program.g. | Length | Dec. | -----------------------------------------------------------------------------------------| STYPE | Record type |0 | CHAR | 000001 | 000000 | | GROUP | Group name | BI Session Name | CHAR | 000012 | 000000 | | MANDT | Client | Your client no | CLNT | 000003 | 000000 | | USNAM | User ID | Queue user ID | CHAR | 000012 | 000000 | | START | Lock until: | Queue start date | DATS | 000010 | 000000 | | XKEEP | Keep indicator | X . 305 | CHAR | 000003 | 000000 | | KAPPL | Application | App e.g V | CHAR | 000002 | 000000 | | KSCHL | Condition type | CTyp e. | Length | Dec.Customized SD ABAP Reports Sales and Distribution .Batch Input for Uploading Condition Pricing After executing the program. Envirionment : 4.6x Require flat file :ROW 1 BGR00 ROW 2 BKOND1 ROW 3 BKOND2 .Header Record -----------------------------------------------------------------------------------------| Field name | Description | Report header | Cat. | -----------------------------------------------------------------------------------------| STYPE | Record type |1 | CHAR | 000001 | 000000 | | TCODE | Transaction code | TCode = VK15 | CHAR | 000020 | 000000 | | KVEWE | Usage |U | CHAR | 000001 | 000000 | | KOTABNR | Table | Table scale ROW 4 BKOND2 .with scale ROW 6 BKOND2 .Customer/Material with release status :0BIPRICE 123SAPABAP X 1VK15 A305V PR00 2ALL 990000123456SAP8204142100 2002043020020401 50USD 2ALL 990000123456SAP8217168100 2002043020020401 50USD 3 100PC 2 3 200PC 1 2ALL 990000123456SAP8220133910 There a total of 4 flat file format :BGR00 .don't delete SESS| CHAR | 000001 | 000000 | | NODATA | No batch input |/ | CHAR | 000001 | 000000 | -----------------------------------------------------------------------------------------BKOND1 .

| -----------------------------------------------------------------------------------------| STYPE | Record type |3 | CHAR | 000001 | 000000 | | KSTBM | Quantity | Quantity | CHAR | 000018 | 000000 | | KONMS | Scale UoM | UoM | UNIT | 000003 | 000000 | | KBETR | Amount | Amount | CHAR | 000015 | 000000 | ------------------------------------------------------------------------------------------ .Scale Data Record -----------------------------------------------------------------------------------------| Field name | Description | Report header | Cat.| | | | | | | | | KMEIN | | | CHAR | 000003 | 000000 | MWSK1 | Tax code | Tx | CHAR | 000002 | 000000 | KONMS | Scale UoM | UoM | UNIT | 000003 | 000000 | MXWRT | Amount | Amount | CHAR | 000015 | 000000 | GKWRT | Amount | Amount | CHAR | 000015 | 000000 | STFKZ | Scale type |S | CHAR | 000001 | 000000 | KZNEP | Exclusion | CndEx | CHAR | 000001 | 000000 | LOEVM_KO | Deletion indic. | Length | Dec. |D | CHAR | 000001 | 000000 | SKONWA | R/2 table | R2tab | CHAR | 000005 | 000000 | -----------------------------------------------------------------------------------------BKOND3 .





037 'Sale Order'. 021 'Sch No'. 049 'Line'. 057 'Sch No'.037 'Sale Order'. 015 'Time'. *--. WRITE:/001 'Sale Order'. 025 'Change Date'. 065 'Comment'. 065 'Changes'. ENDIF. ELSE. 049 'Line'. 041 'Time'. 029 'Change Date'. 051 'User Name'. 013 'Line'. 065 'Changes'. WRITE:/001 'User Name'. 057 'Sch No'. ELSEIF SOBID = 'X'.End of Program . ULINE.

. Using MM01. Matls: JGRP (Note) Sales:General/Plant -> Packaging Mat.JPAC MM02: Check settings for the materials First.blank Number assignment . Grp. cat. Type: Basic Data 1 -> Material: JMAT VL01N Outbound Delivery -> Packing Enter the materials at top and at bottom (Select shirt_jai and Edit . . test_pack Sales:General/Plant -> Matl.Plant is entered manually in handling unit Pack.HUM Basic Process of how Packing Works Let's say you want to pack a material shirt_jai in test_pack. Type: JPAC (Note) Basic Data 1 -> Material: JMAT Then. Items .Packaging materials Generate Dlv. The settings that I chose: Plant determ.Number range interval 'HU_VEKP' IMG-Logistics Execution-Shipping-PackingDefine material group for packaging material Let's say JGRP IMG-Logistics Execution-Shipping-PackingDefine allowed packaging materials JGRP . shirt_jai Sales:General/Plant -> Matl. Matls: JGRP Sales:General/Plant -> Packaging Mat. Pack. create material type=packaging test_pack [SPRO] IMG-Logistics Execution-Shipping-PackingDefine Packaging Material Types Let's say JPAC. Pack.Pack) This is how the basic process of packing works. . Grp. matl.

hard disks) for a qty . Check: "General overview" icon. 6)Now.The "Packing Process" with an Example Example: You created a order for a material(R-1160 . B)Packing all 3 cartons in one big carton(PK-095) 1) from above screen. Or you can do the following steps while you are creating a delivery also.120 pieces. Solution: A)Packing 40 pieces each of material (40 x 3 = 120 pieces) 1)Goto [VL02N] to change the delivery. . change the "partial quantity" to 40 of material R-1160. 3)select 3 lines of PK-100 in lower section since you want to pack them in PK-095. enter the "packing material" (PK-100) 4)In the lower section. click "pack HUs" (pack shipping unit) 2)enter the packaging material (PK-095) in the upper section and select this line. Then "save" the delivery. you already created. 5)Select both the lines of upper section and lower section and click the green ok. 2)Go to "pack" icon. qty" (New HU per part qty of material) Check: click "General Overview" icon to see whether it packed 40 pieces of material in 3 cartons. 3)In the upper section. click "pack" icon. 5)Now all the 3 cartons(PK-100 with 40 pieces each of material) are packed in one big carton (PK095). 4)selecting both lines. You need to create a delivery and A)pack 40 pieces each of the material are grouped together into larger cardboard boxes (PK-100 shipping/packing material) and B)these 3 cardboard boxes are put into pallet (PK-095). select both lines of upper & lower section & click the button "per part. It generates a shipping unit/handling unit number.

And also the settings of the Requirements as it is correct that it overrules the exclusion. Accumulate the amount of condition types in accounting document To accumulate the amount of condition types in accounting document without affecting the pricing display in billing document. how do I do it? I think u need to change the validity of the condition record for the condition type K007 defining it not valid for that particular 2 months. the result of unit costing is issued to the first position on the conditions screen for the item. As an illustration :ZPXX 3500 ZDXX 1000ZWXX 500(all condition types are shown separately in pricing view) Journal: Dr Vendor 2000 Cr Sales 2000 (ZPXX . .Pricing Difference between Condition Type Please explain the difference between Ek01 ( Actual Cost) and EK02 Calculated Cost. EK02: If you use this condition type. This way the individual components will still display on your pricing screen but FI will only get one posting. Please note the following points : 1) The condition type must have condition category 'Q' (costing). Am I missing something.ZWXX) One way to do it is :Mark the condition types you want to group as statistical and remove the account assignment key. the result of unit costing is simply a statistical value which you can compare with the price. now I want to exclude k007 for the next 2 orders or so? I have set the exclusion indicator for the condition type. 2) The condition type must agree with the condition type defined for unit costing in the pricing procedure.ZDXX . Create a subtotal in your pricing procedure that will add them together and put in the account assignment key for it. EK01 : If you use this condition type. These are the condition type that will display the results of the unit costing for certain type of sales document.but still the condition is being accepted when I create a sales order. The value can be used as a basis for price determination. I have a customer who is being offered two discounts ie k007 and k005.

Pricing procedure assigned to customer (defined in customer master) Hope this helps.. 105621 . Distribution Channel 3.Hiding Price Document Condition Types on a Sales Up to now you. This is generally done for output taxes since output taxes depend upon the delivering plant. discount. SalesOrg 2. It can be for base price. you still cannot exclude certain condition types and subtotal lines from being processed or displayed in the condition screen by restricting the authorizations. Sabir Reg pricing procedure. 4. we can give reqt no. Use transaction code v/06 to define condition type. 2.22 which specifies that plant has to be set. Use transaction code v/07 to create a access sequence and assign tables based on which you want to carry on pricing as accesses. . Assign this to your relevant sales area+ dpp+cupp. 1. You have to implement SAP Note No.Authorization check for the condition screen Creating New Pricing Procedure What is the transaction code for creating new pricing procedure and how to attach it to specific plant? You create PP in spro > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define and Assign Pricing Procedures > Maintain Pricing Procedures You can't attach PP to specific plant. But directly there is no assignment between plant and pricing procedure. The defining parameters for pricing procedure determination are: 1. Pricing Procedure is determined thru trx OVKK. (Do assign relevant access sequence) 3. Document Procedure (defined in Sales doc\Billing doc maintenance) 5. freight etc. While specifying requirement. Use transaction code v/08 to define pricing procedure. Division 4.

Now you don't want to take the base value and take other values as base value which are derived on some formulae. Put them both together. Now once again. you maintain the calculation type as %. Now. Example: The system uses an access sequence to determine the price of a material. If the customer orders 10 Nos and you have maintained a unit price of 100 Rs for each material then the value determined is 1000 INR. "ignore the 10% altogether. in those cases. or am I able to find anything on a way of RE-Pricing be done in a QUOTATION? You can always 'Update" pricing manually in a quotation the same way you do in a sales order. Fixed Amount Based or Percentage based. Normally you take the condition value of the base price of the material to calculate the value. volume and also the minimum amount etc etc. condition ZZ02 also exists lower in the schema. Alternative Condition Base value : If you have to calculate any value then you have to have a base value for it. the final value would be $100 + (10% of $90) = $109. either in create or change modes. IMG: Sales & Dist --> Sales --> --> Maintain Copy Control for Sales Docs --> Sales Doc to Sales Doc (transaction vtaa). So you create a routine which will do the mathematical operations in the routine and derive you a value which is now used as the base value for calculating the condition value for a particular condition type. Just choose the combination of documents and the respective item category." The system only uses the table behind this access if the sales order for which the price must be calculated is in a foreign currency Re-pricing in a Quotation How can I. Here what happens is suppose if you define Your condition type that calculates the base price of a material on Qty based. One of the accesses in the sequence contains the requirement "in foreign currency. The alternate calculation routine says. However. it depends on so many criteria like. Alternative Calculation Type: Normally if you want to calculate a value you have to use a calculation type for determinating the value. the entire point of using quotations is to firm up details like pricing before creating the sales order . Then the calculation will be done based on the quantity of the material. There you have the options of either Qty based .What is "alt cal type" & "alt base value" & "Requirement field" in the Pricing Procedure Can any one explain exactly what is "alt cal type" & "alt base value" and also " Requirement field" in the pricing procedure? The alternate base value is used as the calculation basis only. you forego the default value and then use the alternative calculation type in calculating the condition value against the particular condition. Similarly SAP also has got a default calculation type in the control data of the condition type. In some cases you have to forego the default calculation types and use the customer specific method for calculating a value. The standard calculation would result in a final value of $110. and you could end up with $100 + (20% of $90) = $118. but with a rate of 10%. Then this percentage is taken as the calculation type and the condition value is determined. This calculation type is either addition. If you are asking how to reprice a quotation when it converts into a sales order. subtraction or multiplication. from a business process perspective it makes absolutely NO sense to reprice a quotation when converting to a sales order. The alternate base value could say. that can be done with the copy controls of the Item Category." Then. For example. The field you need to be concerned with is "Pricing type".use the original price PR00 only. Menu path Edit --> New Pricing or press the 'Update pricing' button on the item conditions tab. Similarly if the discount condition type . use an externally calculated 20%. For ex if you want to calculate the discount of 10 % for a material then you have to have a base value on which this 10% is calculated. the weight. with a condition record maintained (master data) for $100. The system only accesses a condition table to determine the price if the requirement specified has been met. "don't use $100 as the basis -. you end up with a final value of $100 + (20% of $100) = $120. Requirement: A factor in the condition technique that restricts access to a condition table. For ex if you are calculating the Freight charges for a Material . This means if you maintain the value of 10 % in the condition record. Instead. while the alternate calculation is used to modify the final value. imagine you have a condition type ZZ01." Then. After all. which was $90.

it should return $100 again.multiples of the bulk quantity 10. Maintain UOM conversion between your base UOM and this new UOM 3. Step 1 Append structure KOMP. The coding should be like tkomp-zzvstel = vbap-vstel.e. 7. Step 2 Change user exit MV45AFZZ. Ask a programmer if you don't understand this part. the price is $100. cas. generate. You can try this :1. You created a condition table with the above key fields. of part ABC. You have discussed changing your part number to reflect a bulk qty of 10. distribution channel and ship-to party together) to determine the sales price. Add a component e. It is agreed with that creating a separate material number is not a good idea. Save. Do this by changing through SE11 the table KOMPAZ. this is not only a standard minimum quantity discount. but first maintain your new field in Condition: allowed fields. Can you put to item level field in the condition table and access sequence? Structure KOMK refers to header of the sales order. Step 3 Make a new table as you did before. condition type and pricing procedure). You would vastly prefer to keep one part number that you order from the supplier. ZZVSTEL with component type VSTEL. and maintained the relevant setting (access sequence. 4. Taking your requirements literally.g. it is possible. Do this under part FORM USEREXIT_PRICING_PREPARE_TKOMP. Say there that field ZVSTEL should be filled with information from your shipping point. Create a new condition base value routine via VOFM where you check XKWERT to see if it is a whole number. consume internally and ship externally. You are trying to sell items in specific bulk quantities. etc. etc. box whatever) 2. 3. However. If it is not then set XKWERT to zero. Assign this new routine to your bulk price condition in your pricing procedure in ALT condition base value column. 13. The only values for which $50 should apply are 10. . Save. 30. If the customer tries to order 11 pieces. but shipping point of course is on item level. activate.6c. In the access sequence. 20. If the customer orders 10 pieces of part ABC. if a customer orders 1 piece. Configure you bulk pricing condition type by usual means (it should be a base price rather than discount). Place this new bulk price behind your normal "PR00" price in the pricing procedure 5. There is an error message in the sales order pricing analysis ("access not made" in the shipping point field). pallet. Maintain bulk price conditon record in the Bulk UOM Determine Sales Price with Shipping Point You are trying to use shipping point as a key field (with sales org. 2 pieces. but you're just not sure where to start. 6. the price is $50. Define/Select a UOM for selling in bulk (i. You'll have to do some settings to reach your goal. For example. assign search help H_TVST to the component. . and only give the discount for specific quantity intervals. You are fairly certain there is basic functionality that covers this.Quantity Based Discounts in Bulk Quantities Sales You're looking to implement quantity based discounts in 4. 12. This is the include for structure KOMP. If you want to make more points. however you have in house consumption that is allowed to consume only 1 part at a time. Standard SAP scale pricing will not do it in that you only want the reduced price to come into effect when the order quantity is multiple of some bulk factor. you found that the shipping point field's document structure is KOMK. etc.

When you create your new table you will see you have two shipping points. With the button technical view you can check which one ZZVSTEL or VSTEL. Step 4 Finish with the steps you did before. That was ok. Now, you will see in your sales order that the shipping point is filled with information

Pricing date based on delivery date
Used transaction VOV8. This configuration is by order type. There is a field called proposal for pricing date. There you can select pricing date as requested delivery date. A - Proposed pricing date based on the requested (Header) This control is set at the document level as oppose to the condition type level (PR00). That means your other condition types such as surcharges and discounts are also determined using the requested delivery date. If your requirement is for PR00 to alone to be priced at delivery date then this will not work.

How pricing date is determine in the sales order and billing document? Where is the setting?
The pricing date is proposed based on the setting you make in the Sales document configuration. ( T code : VOV8) You have a field" Prop.f.pricing date " in the Requested delivery date / pricing date / purchase order date segment. Then you can choose the follwoing options: Blank - Indicates the current date as the pricing date A - Indicates the date based on the requested delivery date B - Indicates the date based on the order validity start from date And the pricing in the billing document is copied from thte sales order / Delivery document.. It again depends on the setting u have in the copy control from order - billng or delivery - billing. In the copy control, in the item settings you have two fields relavant for this. One is pricing source and the other is pricing type. The pricing sources are generally the order. But if you want you can change it to other values mentioned in the drop down, but this values have no effect if the pricing type is B. Any other value other than B in the pricing type will take the reference document price mentioned in the pricing source field. but for the pricing type B. The new price is determined in the billing order.

Report to Check the Entered Pricing Condition Price
Which is the best transaction code to check the Pricing condition price entered in "VK11"? Other than "VK13", to display the price, you can use V/LD - Execute Pricing Report to check the prices entered into the Pricing Master. Normally Pricing Report - "07 Cust.-specific Prices with Scale Display" will do. Other Pricing Reports you can tried are these: --------------------------------------------------------------------------|LR|Report title | -- -----------------------------------------------------------------------|01|Comparison of Price Lists Without Scale Display | |02|Comparison of Price Groups Without Scale Display | |03|Incoterms with Scale Display | |04|Incoterms Without Scale Display | |05|Price List Types Without Scale Display | |06|Price List Types with Scale Display | |07|Cust.-specific Prices with Scale Display | |08|Cust.-specific Prices W/out Scale Display | |09|Material List/Material Pricing Group with Scale Display | |10|List Mat./Mat.Pricing Groups Without Scale Display | |11|Price Groups With Scale Display | |14|Taxes | |15|Material Price | |16|Individual Prices | |17|Discounts and Surcharges by Customer | |18|Discounts and Surcharges by Material | |19|Discounts and Surcharges by Price Group | |20|Discounts and Surcharges by Material Group | |21|Discounts and Surcharges by Customer/Material | |22|Discounts and Surcharges by Customer/Material Group | |23|Discounts and Surcharges by Price Group/Material | |24|Discounts and Surcharges by Price Group/Material Group | |25|VAT/ATX1 | |26|Canada/USA | |27|I.E.P.S Mexico | |28|Conditions by Customer | |30|Conditions by Customer Hierarchy | |31|Price List with Release Status | |AC| | |AD| | ---------------------------------------------------------------------------

For e. type formula. However. This is how it goes :1. The routine (created with transaction VOFM) is: RV64A901 FORM FRM_KONDI_WERT_600. if you create sales order for 15 months or so. It is this simple if you do not have any other "Prices" in the price procedure. The second method involves more work as you need to write a formula (VOFM) to get that information. if you are using one pricing procedure where for some items you price using VPRS and some others using PR00. you have to update the prices for lots of sales orders. Trace VA05 on how to fill the parameters. or if you don't want to do that Online. reqt 4 Step 2 PR00 Altcty 600 . select your Orders and on the result screen :click Edit.Mass Update of condition pricing You can update the condition pricing for a range of sales order.> Mass Change -> New Pricing (menu). Function MPRF => New Pricing) Make Material Master Price of a material as sales price automatically The first method is not to set the pricing condition VPRS as statistical. then you should use requirement routines to enable the correct price condition type at the right time. write your own abap report and use Function SD_BULK_CHANGE (check where-Used at SE37. The pricing procedure than looks like that: Step 1 VPRS statistical.g. and at the beginning of each year. Set PR00 with alt. Other than using VA02 and make an Update of the conditions at item level which is a big work because you will have lots of open sales order after so many months. which sets the value of PR00 to be equal to the subtotal B. Use VA05. VPRS will reads both prices based on the price control in the material master. Set VPRS to be the first step in the pricing procedure and to be subtotal B (as standard). Price control V for moving average price. 2. XKWERT = KOMP-WAVWR. calc. subtotal B. Price control S for standard price. Simply remove PR00 and it will work fine if you always use VPRS as your pricing base inside the pricing procedure. ENDFORM.

e the value to be used for rebate cond types.30F. We have a requirement of giving a discount to customer based on the total amount invoiced so far (across financial years). That appears to be a straightaway solution to your problem. if the customer has been billed for 99000 and the current invoice is for 3000. We have 2 options to meet your requirement. The discount applies only to the effort and not to the reimbursements. visa charges. The discount should be on a graduated scale basis for example 0 . Your second problem i. In the above example (invoice of 3000) say the effort billed is only 1500. living expenses. Here. Another complication is that. the rest being reimbursements. Hope it helps.calc. The discount is only on the 500. Kindly help. (the rest being taken up by the lower limit for eligibility of 100000) For example the customer might have been billed say 150000 so far but actual effort billed might be only 90000. For example.e. 1. but only on the effort billed and not on reimbursements (like airfares. Using routine in Alt. you also need ABAPER to create routine. Thanks -----Reply Message----Subject: RE: Customer discounts on effort only Hi Arent we looking at rebate agreeement. This I believe solves your problem of rebate only on effort. The solution for this is Using rebate condition types and suitable condition records.Scale based on a formula ( be: your based amount is invoice ).e the discount should start getting applied automatically when it reaches the first scale for which the values span few financial years.and above 10% This means that discount would only start after the customer's net sale value crosses 100000.200000 5% 200000 . choose scale basis G. hope this help -----End of Message----- . the rest being reimbursements of actual costs and hence the customer is not eligible for the discount. a discount of 5% should be given on 2000 i. You activate the sales organization and the payer for that Regards -----Reply Message----Subject: RE: Customer discounts on effort only I am in SAP R/3 rel.Customer discounts on effort only -----Original Message----Subject: Customer discounts on effort only Hi All. the discount is not based on the total amount billed so far. You need ABAPER to define it. 2. beeper charges etc). But a work around is not giving the discount directly in the invoice but settling it against the rebate agreements by Credit notes periodically. This I am not really sure whether it can be made possible in the invoice itself.type ( tcode V/08 . Define scale formula.100000 No discount 100000 . Using scale in condition type ( tcode V/06 ). Where do we set this up? We have seen so far the discounts are calculated based on the value of the current invoice. Maintain Pricing Procedure ). 100. -----Reply Message----Subject: RE: Customer discounts on effort only Hi. Of this to handle your first problem that is the rebate has to be applied only on the "effort" you have to set up a line in the pricing procedure which gives the rebate basis i.

PRICING CONTROL ->. SALES AND DISTRIBUTION ->. BUSINESS ENGINEER ->. 13) Add the KOMKAZ Fields to the Pricing Field Catalog (Client Independent) Menu Path: TOOLS ->. SALES AND DISTRIBUTION ->. SALES AND DISTRIBUTION ->. CUSTOMIZING ->.userexit_new_pricing_vbkd changing new_pricing (Client Independent) Menu Path: TOOLS ->. PRICING CONTROL ->. DEFINE ACCESS SEQUENCES ->. DEVELOPMENT ->. PARTNER DETERMINATION ->. ENVIRONMENT ->. CUSTOMIZING ->. MAINTAIN ACCESS SEQUENCES Transaction Code: V/03 15) Create an access sequence containing the new tables (Client Independent) Menu Path: TOOLS ->. you have to follow below steps. SALES AND DISTRIBUTION ->. GOTO ->. BUSINESS ENGINEER ->. Sales and Distribution ->. BUSINESS ENGINEER ->. DEVELOPMENT ->. DEFINE ACCESS SEQUENCES ->. CUSTOMIZING ->. Basic Functions ->. DEFINE ACCOUNT GROUPS AND FIELD SELECTION FOR CUSTOMER Transaction Code: OVT0 5) Assign the Partner Functions to the Customer Account Group(s) Menu Path: TOOLS ->.Steps to Create Commission for Agent For creating commission agent. CUSTOMIZING ->. ABAP EDITOR Transaction Code: SE38 The following code should be inserted into program MV45AFZZ to allow the system to re-execute pricing if the user makes a change to the relevant partner function (alteration. BASIC FUNCTIONS ->. PARTNER DETERMINATION ->. ABAP EDITOR Transaction Code: SE38 11) Edit MV45AFZB . PARTNER DETERMINATION ->. SALES AND DISTRIBUTION ->. DEVELOPMENT ->. CUSTOMIZING ->. LOGISTICS GENERAL ->. BASIC FUNCTIONS ->. BASIC FUNCTIONS ->. BASIC FUNCTIONS ->. Business Engineer ->. MAINTAIN ACCESS SEQUENCES Transaction Code: OV24 14) Create Condition Tables (Client Independent) Menu Path: TOOLS ->. PRICING ->. CONTROL ->. Define Partner Functions Transaction Code: VOPA 7) Assign the Partner Functions to the Partner Procedure for the Sales Document Item (OPTIONAL) Menu Path: TOOLS ->. addition. Customizing ->. PRICING CONTROL ->. DEFINE ACCESS SEQUENCES ->. SALES AND DISTRIBUTION ->. CUSTOMERS ->. CUSTOMIZING ->. BUSINESS ENGINEER ->. DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 3) Create a Partner Procedure for the Commissionees Menu Path: TOOLS ->. BASIC FUNCTIONS ->. BUSINESS ENGINEER ->. SALES AND DISTRIBUTION ->. BUSINESS ENGINEER ->. CUSTOMIZING ->. ACCOUNT GROUP ASSIGNMENT Transaction Code: VOPA 6) Assign the Partner Functions to the Partner Procedure for the Sales Document Header Menu Path: Tools ->. deletion). ABAP WORKBENCH ->. MAINTAIN ACCESS SEQUENCES Transaction Code: V/07 16) Create a new condition type Menu Path: TOOLS ->. ABAP WORKBENCH ->. BASIC FUNCTIONS ->. PARTNER DETERMINATION ->. SALES AND DISTRIBUTION ->. Partner Determination ->. 1) Establish Partner Functions for the Commissionee(s) Menu Path: TOOLS ->. DEFINE PARTNER FUNCTIONS ->. ABAP WORKBENCH ->. BUSINESS ENGINEER ->. CUSTOMIZING ->. ABAP WORKBENCH ->. BUSINESS ENGINEER ->. PRICING ->. DICTIONARY Transaction Code: SE11 9) Edit MV45AFZZ – userexit_pricing_prepare_tkomk (Client Independent) Menu Path: TOOLS ->. CUSTOMIZING ->. BASIC FUNCTIONS ->. DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 8) Edit the Pricing Communication Structure (KOMKAZ) to Hold the New Functions (Client Independent) Menu Path: Menu Path: TOOLS ->. CUSTOMIZING ->. DEVELOPMENT ->. BUSINESS ENGINEER ->. PARTNER FUNCTIONS ->. ABAP EDITOR Transaction Code: SE38 10) Edit RV60AFZZ . PARTNER DETERMINATION ->. DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 4) Create New Customer Account Group(s) for Commission Agents Menu Path: TOOLS ->. BUSINESS ENGINEER ->. PRICING ->. LOGISTICS BASIC DATA: BUSINESS PARTNERS ->. SALES AND DISTRIBUTION ->. DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 2) Assign the Partner Functions to Partner Procedures Menu Path: TOOLS ->. . BASIC FUNCTIONS ->.userexit_pricing_prepare_tkomk (Client Independent) Menu Path: TOOLS ->.


e: PR00. altbv. K004. for PR00. Condition Types & Access Sequence Creation. In VK11 you can store condition record for more than one condition type. Utsav Mukherjee . What is the difference of VK11 and VK31 (condition records)? My condition type is PR00 and Access sequence is PR02.This is because if you see this ac seq cointains two accessses 20 and 30 having the same table no. we mark the subtotal as A. KF00 etc. You have two different types of the header conditions. a) In one you can duplicate the same value throughout the document for each item. 1.Ex-Say fright is dependent on the total weight of all the items in the documents then header condition adds on weights of all items and calculates the record accordingly.. Also to inform that. KA02. sub total altclty. accurals. Requirement: Denoted by nos and maintained in VOFM.Condition Tables & Access Sequences. we remain least interested in creating our own Condition Types. which can be processed for further calculation.type configuration. But we also need to know about the Condition Tables. this is a condition required for a particular condition type to be executed. we just define our own pricing procedures by using the existing condition types (i. *-. Now it will become easy to create the earlier explained for the weight/fright. These differenes are controlled through the indicator of group condition in the cond. . PR00: req 2 ie item relevant for pricing VPRS/EKO1: req 4 ie cost Rebate BAO1 Req 24/Req 25 etc 2. Eg. Now when I was entering the PR00 in VK31 it shows error Table 304 is not defining for the condition type PR02. This means you can have same condition record for different condition types.How I can accomplish the following: Be able to DISALLOW Z0BP Condition type to be negative ( Invoice Block) You can modify condition type from customising. What is the difference between Header condition and Item condition? I know item condition applies to each item in a sales document. "V/06" & "V/07".SD Questions About Pricing Condition The Most Important Tips in Pricing For SAP SD Module to crack interviews. Difference between VK11 and VK31 . Eg. Again system is not allowing to store the record in the vk31 for the condition type pr00 and access sequence pr02. So for that purpose we have to use the following T-Codes respectively : "V/05". What we do is..Say discount 2% at header level which is also applicable to all the items b)Second is the accumulation of the values of all the item at the header level. Header condition can only be applied to an entire document. K007. What are these and where we calculate all these values which we put. Difference between header and item condition .utsavmukherjee143@hotmail. But when I was entering the PR00 at VK11 it is accepting it.Arvind Rana In pricing procedure there are column such as requirement. using T-Codes is more smarter than following paths through IMG screen.if you go through the menu path you will get the vk 31 as condition record from the tamplets whereas vk11 as simple condition record.) & then assign that Pricing Procedure with " Sales Area. mentioned in our Pricing Procedure by using the T-Code "VK11".as YOU CORRECTLY SAID HEADER CONDITION IS APPLICABLE FOR THE WHOLE DOCUMENT where as item is for item. After that we put the values against each Condition Types. And so obviously header condition can not have the condition record and hence access sequence. Whenever we define our pricing procedures.This feature is given to enhance the system's performane and not to create the duplcation of the work for each condition type.But you see there is the difference between the technical view of it for transfering the data from document field and condition field. Document Pricing Procedure & Customer Pricing Procedure " . Sales and Distribution->Basic Functions->Pricing->Pricing Control->Define Condition Types>Maintain Condition Types Change condition type ZOBP's plus/minus indicator to "A" which means only positive is allowed. And in this access sequence table 304 is available. if this value is to be used for credt check of a you can not maintain the data at VK31. Subtotal: this represents where a which table a value is stored. SAP SD Tips by : Vishwajit Disallowing Condition Types .

5. the order value comes out to be $4500.. it constitutes the total accumulated value which customer has earned through rebate. Suppose for 45 units . Eg. that is calculation is done as per unit price. an alternate base value is confihured. each unit is charged $100 per unit. that is the base value based on which the order value is to be calculated changes. if the pricing scale is maintained and pricing for 45 units comes under the scale of $100 per unit. . if the client wants calculation type to be based on volume or wieght. Eg. but if the client wants a standard base value in some casesto be assumed inspite of maintaining the scale. the base value is 45 units. 4. Alternate base value: Denoted by no. one the rebate for certain amount is settled the amount from the accruals get deducted.3 Alternate Calculation type: this is also denoted by numbers and maintained in VOFM. Accruals: Accruals are maintained for rebate agreements. alternate calculation type can be configured. and maintained in VOFM.

KOMP. it overrides the PR00 condition type. KOMK. Choose 'Conditions: Allowed fields' and include ZZPSTYV as a new entry. 5. not in structure KOMG ('Allowed Fields for Condition Structures'). In case the required combination field is not there. 4.HB00 . .As a short text. Call up structure KOMPAZ in the ABAP Dictionary (Transaction SE11) in the change mode and make the following entry: Component Component type: ZZPSTYV ZZPSTYV Save. . allowed fields. KOMKAZ. you can add the field through the following process to filed catalog and create the condition table. . For more information. In order processing you find the user exit in Include MV45AFZZ.Add a Field To New Condition Table in Pricing Add a field to a new condition table in Pricing (Condition Technique):I will explain you the process with below example. Reason and Prerequisites: For technical reasons. and in billing document processing you find it in Include RV60AFZZ.HA00 . Condition access. . see Transaction SPRO via the path 'Sales and Distribution -> System Modifications -> Create New Fields (Using Condition Technique) -> New Fields for Pricing' and OSS Note 21040. check and activate your entries. When we go to the conditions section in a sales order. Note:Now you can use field ZZPSTYV as a key field when you create a condition table Axxx. When you create a condition table (Transaction V/03). the system does not propose the field in the field catalog. Here I'm giving a simple guide to add fields to the Pricing Field Catalogues: For example you want to use field PSTYV ('Sales document item category') that is included in structure KOMP ('Pricing Communication Item') as a key for a condition table. use structure KOMKAZ instead of structure KOMPAZ and USEREXIT_PRICING_PREPARE_TKOMK instead of USEREXIT_PRICING_PREPARE_TKOMP.. field catalog. however. It is most common that one or other time we need to use this function while configuring multi tasking & complex Pricing Architecture. Header Condition and Group Condition What are header conditions? Header conditions are those which appear in the header level of any sales order. KOMPAZ. you can use. 3.Save.sales document item category' and as a field label. For header fields. you can use the field labels of PSTYV.. Proceed as follows: 1. however. 'ZZ .Vivek Chokshi What is the difference between group condition and header condition? Group Condition: You can use this is feature of a condition type to apply price or discount for a material based on common property.Please follow steps in below sequenceTry to add the filed from the field catalog. PSTYV are the other terms which we need to know about. check and activate the change you made.Absolute or numeric value which applies to all items. field PSTYV was included in structure KOMP. where the details of pricing is mentioned. KOMG. Call up the ABAP Dictionary (Transaction SE11) and create data type ZZPSTYV. Call up Transaction SPRO.Numeric value or Absolute value. Choose PSTYV as a domain. here we add these conditions. Navigate to 'Sales and Distribution -> Basic Functions -> Pricing -> Pricing Control' and execute 'Define Condition Tables'.RB00 . Supply the new field you defined by including the following source code line in USEREXIT_PRICING_PREPARE_TKOMP: MOVE xxxx-PSTYV TO TKOMP-ZZPSTYV. Note:Because of the change in structure KOMPAZ. Examples of header condition. 2. Whenever any Header Condition is used. field ZZPSTYV is now known in structures KOMG and KOMP because structure KOMPAZ is included in both structures. to add Fields. 6.% Based Header Condition. these conditions are to be entered manually and get distributed automatically and the basis for distribution are taken from the NET VALUE of items mentioned at item level. Consider that you can also use this note as a help if you want to use other customer-specific fields as key fields in a condition table. for example. *-.

Header Condition: This is a manual condition which you apply to header (Condition screen) of a sales document. Now comes Procedure Determination where you specify the Document Pricing Procedure and Customer Pricing Procedure along with Sales Organisation. 1.Ensure that you have the right Document Pricing Procedure from here 3. Lets say it depends on Customer and Material.12 No's ITEM 4 . Qty Discount 1 . 2. 1.00 51 . You maintained a discount based condition record fbased on material group ( = 01 for example). Freight and Tax) and include your Access Seq.00 ITEM 3 . While Creating Access Sequence. Steps Involved In Condition Technique What are the 8 steps involved in condition technique? By: Rohit Joshi It starts with an understanding of the factors that influences the Price.00 etc.62 No's All the material is having the material group = 01. 4.3 No's ITEM 3 . Maintain Condition Records for your Condition Types I guess you can make it 8 Steps by dividing some of the main steps. This amount is applicable to all items. 3. 100.25 No's ITEM 2 . Process a sales order for a customer with these three material with different quantities.10 Rs. Maintain Material Group of each item is same. Discount ITEM 1 . Few important things to note is following. While calculating the discount. VA01 . System apply a discount of Rs. Step 4.3 No's Rs. Discount. In the above example total quantity is = 109. Activate the condition type as a group condition. 105. Is it clear now.00 to each item irrespective of the individual quantities. check your Fields and ensure that they appear with any .62 No's Rs.27 No's Rs. Define your Condition Type (There are four Price Types Basic Price. 115. You maintained scales also.12 No's Rs.. Define your Access Sequence and include the above Table in your Access Sequence Step 3. 105. 2. 5. Just try a sales order and see the out come Procedure to Test: 1. If you have not activated the group condition feature.00 ITEM 2 .00 5.00 11 . Now comes your Pricing Procedure where you include include Condition Types and format. 105. system add the quantities of items which have material group = 01.50 Rs.Create Customer . With this understanding now we will start with the Table where we will pass the above parameters. Distribution Channel.150 Rs. Create 3 materials. T Code VOK0 Step 1. 110.Sales Order . 2. system determines the discount value based on individual item quantity which is as below. XD01 . 100.25 No's Rs.00 ITEM 5 . Step 5. 4. Define/Choose your Table (with the requirement parameters that influence the price) Step 2.Always ensure that you pick the right Customer Pricing Procedure from here. There is a table 5 which already has Customer and Material so we can now copy and rename it or use the same table in our Pricing Procedure. 110. 3. Its always better to copy the Price Types provided by SAP. Check the outcome.00 ITEM 4 . Usage of this feature is to apply price / discount for a specific group of materials. Step 6. You are creating a sales order for a customer with five different items with different quantities as below ITEM 1 .27 No's ITEM 5 . because of this group condition. 105. Create a condition record for this condition type with scales.

Always remember that your Procedure Determination has only Basic Price as Condition Type 6.warning (Highlighted in Red) 4. . Do not forget to mention the Range (From To) while creating your Pricing Procedure. Do not forget to mention your Access Sequence while defining your Condition Type 5.

you will have to check whether have the Account Assignment Group been input in the Customer Master (Billing tabstrips Accounting sections . Check the data transferred to item "0000001001" of the FI/CO document. One Time Customer can be used by many customer.Field name: AcctAssgGr) have been filled in automatically. the system will not be able to determine the Account Assignment Group manually. Check whether the billing document (VF03 . Take note for One Time Customer.Goto .Financial Accounting . Check whether the sales order (VA03 .Header .Goto . Check whether the configuration in transaction VKOA have been done correctly. Assuming that one of the key combination is Account Assignment Group. then the user will have to maintained the Account Assignment Group manually either in the sales order or the billing documents. If the customer master have not been maintained and the user have already input the sales order. the user have to input the Account Assignment Group manually into the sales order. . The Account Assignment Group will be copied automatically into the sales order.Header .Field name: AcctAssgGr) have been filled in automatically. therefore.Header .Field name: Acct assgmt group). System Response The Financial Accounting program cannot process the document. F5 670 Diagnosis No account was specified for account type "S" in item "0000001001" of the FI/CO document.Billing Billing cannot be Release to Accounting This SAP message will appear if the system is unable to find the G/L codes match from the configuration in transaction VKOA No account is specified in item 0000001001 Message no. Procedure A system error has probably occurred in the application you called up.

Assign the procedure to the pricing schema.V_TVFK_PR Define the Condition Exclusion Groups in OV31. copy the standard pricing to a ZXXXX Pricing. . The second variant is the Billing Layout display variant. excluding the rest that are lower price. This is after clicking the Display Billing List Button. Since this is a particularly good price. To create a condition exclusion procedure which will be determined in the billing document. the customer should not also have a discount of 10 USD per 100 pieces. After creating your layout display variant. You can set the start variant via SE93 using the Change mode.V_TVKV for billing. Define new document pricing procedure in SM30 .Default Start Variant for VF04 There are two types of variant in VF04. To achieve this. Therefore. this discount is to be excluded from pricing. and maintain copy control so that pricing is not copied from Sales Order. Assign the Condition type for the Condition Exclusion Groups in OV32. Some customers receive a discount of 10 USD per 100 pieces. Assign new document pricing procedures to billing types in SM30 . One is the selection variant before clicking the Display Billing List Button. a specific customer can buy the material for 100 USD. However. For example: Material 4711 costs 150 USD. When billing document is being created just enter manually your new price and the pricing program logic will include only the higher price one. Assign the Billing Pricing Procedure in VOK8 for the Condition Exclusion Groups. you can set it by clicking :Settings -> Display Variant -> Administration Select the layout display variant you want and click :Edit -> Define default settings Condition Exclusion which will be determined in the billing document The system can exclude conditions so that they are not taken into account during pricing.

g. . you can manually transfer blocked billing documents to accounting by selecting: Billing -> Change -> Release accounting 2) Account determination procedure 3) Output determination procedure etc.Invoice LF .Invoice Deliveries in VTFL e. . A billing type with VBTYP '5' can only be canceled with the VBTYP '6' and vice versa. Next.Invoice G2 . After customizing. make sure that you maintain the copy control for the Billing Types: Sales documents in VTFA Target Source e. 2) Cancellation billing document types: : A check is made to see if the cancellation billing document type has the right VBTYP.Your Delivery Usually for copy control.Steps for creating a new or changing an existing Billing Document Types Create/Change your Billing types configuration in VOFA. (VBTYP 'M') can only be canceled with billing type S1 with VBTYP 'N' .Your Sales Order Billing documents in VTFF e. (VBTYP = U). F1 .Invoice ZOR .g. 3) Cancellation billing document type partner functions A check is made to see if the cancellation billing document type partner functions are empty or if those that correspond to the billing type used are empty. the field must be blank and the account determination procedure must be empty. Indicates whether the system blocks automatic transfer of the billing document to accounting.Debit Memo F1 . mark the field.Debit Memo F2 .Invoice ZOR . After that use transaction VCHECKTVCPF to check your Copy control customizing.Invoice OR . You only assign the new Billing Document Types. F1 .. An F2 invoice. you let the rest of the settings remains as SAP defaults..Delivery F1 .g. use transaction VCHECKVOFA to check your configuration :1) Proforma billing types: If it is a proforma billing type. Some of the IMG stuff are :1) To block automatic transfer of the billing document to accounting. for example.Standard Sales Order F1 . During document processing. G2 .

for milestone billing. the system determines from the item category whether a billing plan is required and. Define rules for determining the date in OVBS. Your Billing Block will not worked if you did not assigned it to the desired billing types. if so. 7.V_TFPLA_TY. 2. item categories in SM30 . you must be able to enter data to identify the individual milestones. Milestone billing is typically used for billing projects. Allocate date category in SM30 . Define date description in SM30 . In the SAP R/3 System. Maintain date proposal for Billing Plan Type in OVBM.V_TVTB. 3. Each milestone-related billing date is blocked for processing until the Project System . Billing Plan for Milestone Billing Milestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan. Such projects often include a series of milestones that mark the completion of different stages of the work. or 2. 8. milestones are defined in a network along with planned and actual dates for the completion of work. As each milestone is successfully reached.Billing Block will not worked if you did not assign it Define the possible block indicators in SM30 . the customer is billed either a percentage of the entire project cost or simply a pre-defined amount. which type of plan The type of billing plan that is determined at this point is set up in Customizing and cannot be changed in the sales document. For example. You can auto block by :1.V_TVAP. 5. IMG configuration requires :1. 4. Maintain billing plan types for milestone billing in OVBO. Assign Billing Plan Type to Item Categories in OVBR.V_TVFSP. Assign Billing Plan Type to Sales Documents Type in OVBP. fields Billing Block. The milestones are also assigned to the billing dates in the billing plan. During sales order processing. Maintain Date Category for Billing Plan Type IN OVBJ. 6.V_TVFS and allocate them to the billing types concerned in SM30 . such as plant engineering and construction projects. Billing plans for periodic billing and milestone billing plans for project-related milestone billing have different overview screens so that you can enter data relevant to your processing. sales document type in transaction VOV8. by filling the fields Billing Block.

if the date is earlier than the planned billing date for the date SAP Billing . The connection between the project and the sales document item is made in the individual schedule lines of the item.Combine Billing for deliveries with different date When using transaction VF04 or Billing (background). updated with the actual date of the milestone.000 x x Final invoice .. always updated with the actual date of the milestone 3.confirms that the milestone is completed. . The following figure shows an example of milestone billing where only the Contract have been billed : Order Item Turbine Billing Plan Billing date 01-10-94 01-03-95 01-04-95 01-05-95 01-06-95 Description % Value Billing Block Milestone Billing Status Contract 10 10. fixed 2. x 100. default data. 2.. Each schedule item can be assigned to a network in a project.000 Network/Activities Milestone Estimate Actual Assembly 01-03-95 01-03-95 Maintenance 01-04-95 Acceptance 01-05-95 For each billing date in a milestone billing plan. select 1. the date of the billing document (e.000 x x Acceptance 30 30.Invoice split criteria in billing document 36832 . Item -> Schedule lines.000 x x Assembly 30 30. This OSS notes is very helpful :11162 .Invoice split in fields from the sales order . the current date) must be entered (In VF04 : settings.g. To display the project-related data for a schedule line. proceed as follows: In one of the overview screens of the sales document. you can specify whether the billing date is: 1.000 x x Maintenance 30 30.) In VF06 or background: variant with parametrization) to avoid an unwanted split due to the billing date. Mark the schedule line and select Procurement details. Delivery-relevant order items for which a milestone billing plan applies are billed on the basis of the requested delivery quantity and not on the total of the confirmed quantities.

. F5 727 If you hit the above erros when you create an invoice in it possible? Naina Yes. Let's say you use routine 001..New line END OF ZUK. F5 727 . In that field you will see the currently used routine.. SPART LIKE VBAK-SPART. ENDFORM. With the help of your ABAP guy create a copy of that routine under a different number and add your lines of code. * Additional split criteria DATA: BEGIN OF ZUK.. VTWEG LIKE VBAK-VTWEG..... After this routine is created and activated place it as the default copy control routine instead of the old ones.. VTWEG LIKE VBAK-VTWEG.. ZUK-PSTYV = VBAP-PSTYV.. PSTYV LIKE VBAP-PSTYV. I mean If in sales order there is TAN and TANN then the invoice should split...New line VBRK-ZUKRI = ZUK.. ZUK-VTWEG = VBAK-VTWEG. This is how it should look after modification: * Header data * VBRK-xxxxx = . the corresponding accounting document is not created. ENDFORM. FORM DATEN_KOPIEREN_001. * Header data * VBRK-xxxxx = ...... ZUK-SPART = VBAK-SPART.. Naina In trx VTFA (if your billing is sales order based) choose your billing type and SO type. * Additional split criteria DATA: BEGIN OF ZUK. MODUL(3) VALUE '001'. ZUK-SPART = VBAK-SPART.. <.. <.. VBRK-ZUKRI = ZUK.... END OF ZUK... there select your item categories and there select the field VBRK/VBRP data. Martishev Sabir Thank you for your reply.. Can you please tell me the exact steps what should I add under that(additional split criteria).... * Item data * VBRP-xxxxx = .. The error is as follows: Maximum number of items in FI reached Message no.. it is possible. MODUL(3) VALUE '001'. SPART LIKE VBAK-SPART.. * Item data * VBRP-xxxxx = . ZUK-VTWEG = VBAK-VTWEG. Maximum number of items in FI reached Message no..... Create a modification of copy control routine for billing and use VBAP-PSTYV as an additional split criteria there...Billing Spilt by Item Category Is it possible to split invoice Item category wise..

1 with 950 items and the other with the rest. the only way was to break the accounting invoices. Procedure If the documents with an excessive number of items come from another application area (e.Diagnosis The maximum number of items for an FI document ('999') has been exceeded. you can configure the system to the effect that these documents are summarized in FI. order accounting). " How could this error be solved as none of your invoices are getting accounted in FI? To overcome this. sales. . System response FI documents have a 3-digit item counter that limits the number of items permitted per document.g. logistics.

we release the sales order for delivery and produce the invoices. sales org etc) 6. this requires a lot of manual work and a lot of time is wasted to match all documents together. (Change the billing in the item category to order related billing with no billing plan) 2. and send it to customer .Customer sends to us his order . I found information in online documentation about "down payments" (I imagine that our prepaid process could be a 100% required down payment) but it does not seem that it would work. can't access a system right now). Good luck -----End of Message----- Restricting Number Of Items In Billing Doc How I can restrict number of items in an invoice? .If customer is set as "prepaid". Extend your material(s) with views for the new distribution channel and enter the "ZXXX" item category group in the field for sales item category group (I think it is on sales 2 screen but I am not sure. which implies the processing is "material" specific not "customer" specific. As you see.Once we receive the payment.We have defined a risk category "prepaid" which is assigned to our prepaid customer. By "prepaid process" I mean: .Prepaid process possible -----Original Message----Subject: Prepaid process possible I am looking for information on how we could implement a prepaid process. Also delivery copy control could be good to check. . and item category group defaulting the new item category. It is also possible to code a user exit so that only certain customers will get the prepaid process. anybody have any hints? -----Reply Message----Subject: RE: Prepaid process possible Hi again! You are right! However. 5. you can select what item category (and process) to use at order entry. This can be done also with item category groups (can be used to determine what default item category that should appear). we produce an invoice for him to pay . Then you need to create the sales views in material master for DC 20 for all materials that should be possible to run in the prepaid scenario.We receive the sales orders and produce a Pro Forma invoice from it.We post the payment we received earlier against this last invoice. we release the sales order for delivery .Once we have received his payment. 4. What we do now: . Now you should be able to create a sales order with the new distribution channel where the new item category is further billing document is produced. This would mean that you either have different materialnumbers for the different processes or use different distribution channels in the sales order. Create a new item category group "ZXXX" or something of your choice with the description "Prepaid" or something like that. and enter the "prepaid item category group in the sales item category group field in material master. Create a new distribution channel and assign it to the company structure (plant. This risk category automatically block the sales order for delivery. In item category assignment. If not check the completion rule in the new item category. Check that the sales order is completed when both billing and goods issue for the delivery is posted. DC 10 could be the normal process and DC 20 the prepaid process. From what I understood it looks like the billing plan is handled based upon the item category. if you create a new item category for the prepaid scenario. . 3. add or check entries so that you have the order type used. There most be a more efficient way to handle this. Here is a proposal of customizing activities to achieve this: 1. Check copy control from sales document to billing document for the new item category. Create a new item category as a copy of the normal item category used for non-prepaid sales.

But our client want to restrict number items to 8 (max) in an invoice. thereby causing invoicing of the desired. You must also go to copying control for order/delivery to billing document at item level under "Data VBRK/VBRP" and maintain routine 006 "individual invoice limited" or a similar routine that accesses the data maintained here. maintaining data here is not enough alone to bring about a billing split by number of billing items. . However. Of Billing Items. This is where you can define a maximum number of items allowed for all billing documents within a given sales organization. You can restrict delivery with delivery tolerance.If I enter more than 8 items in a sales order and those items get copied into delivery doc then to billing doc. or Go to SPRO>>>IMG>>>Sales & Distribution>>>Billing>>>Billing Documents>>>Countryspecific features>>>Maintain Maximum No.

The credit control area found is stored in field VBAKKKBER. The settings of items 1 . In particular. Transaction OVFL Check which credit control area is assigned to the sales area. Transaction OVAD Which settings do exist for the delivery type used? Delivery type: Credit group for delivery: Credit group for goods issue: 9. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. your credit policy requires decentralized credit management. Transaction OBZK For the settings under items 2 . Take these key fields from the above settings and go to the detail screen. or the credit control area must be entered under the relevant company code in table T001CM of the credit control areas allowed. decentralized. According to your corporate requirements. Credit limits and credit exposure are managed at both credit control area and customer level. For example. Transaction OVA8 Here. Payer: Credit control area: 4. An organizational unit that represents the area where customer credit is awarded and monitored. This risk category can be assigned to a credit account by using Transaction FD32. the individual credit checks for key fields o credit control area o risk category o credit group are set. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. or somewhere in between. Company code: Credit control area: 2.4. This organizational unit can either be a single or several company codes. 1. you can define credit control areas for each company code or each group of company codes. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record. Transaction OVAK Which settings do exist for the sales document type used? Sales document: Check credit: Credit group: 8.4 are taken into account according to their priority. if credit control is performed across several company codes. Transaction XD02 or VD02 Check which credit control area is assigned to the payer. you can implement credit management that is centralized. If. check whether fields "Reaction" and "Status/block" are set .Credit Management How To Do Configuration For Credit Management Credit and risk management takes place in the credit control area. Tips by : Kapilaa Settings for determining the credit control area of a document. Transaction SE37 Is user exit EXIT_SAPV45K_001 being used? 5. field "All company codes" must be marked in Transaction OB45. Settings for the credit checks 7. Transaction OB01 Credit management/Change risk category Definition of the risk category for each credit control area. 10. on the other hand. you can define one credit control area for all of your company codes. One credit control area contains credit control information for each customer. if your credit management is centralized. Company code: Credit control areas allowed: 6. Transaction OB38 Check which credit control area is assigned to the company code. Sales area: Credit control area: 3.

the credit check status must be set (field "Status/block"). check whether this is fine with you. You can find the used pricing procedure of the order under "Item -> Condition -> Analysis". subtotal "A" must be entered in a line for determining the credit value (mark the pricing procedure and doubleclick on "Control"). If you open an OSS message. This field corresponds to field "Active receivable" in Transaction VOV7. This way the system is determined to use this subtotal for credit pricing. Item type: Active receivable: 14. Credit account: Credit limit: Risk category: Currency: 12. Transaction OB45 Which update group (field "Update") do you use in the relevant credit control area? The default setting is "12". To carry out follow-up actions in case of a credit block. The credit price is stored in field VBAP-CMPRE and used for update and credit check.correctly. Pricing procedure: Line with subtotal = 'A': 15. Pricing In the pricing procedure used for pricing. the net value plus taxes is used. If you use another update group. Settings for updating the credit values Update of the credit values is required for the limit check (static or dynamic credit limit check). All other settings will lead to errors. Transaction OVA7 Update of the credit value is active for the corresponding item type if the check box is marked. 11. Transaction FD32 Credit master data for the payer of the relevant document. 13. Usually. Credit control area: Update: 16. please tell us the alternative update group. Transaction OMO1 Which kind of update did you choose for structure S066? In any case. Transaction V/08. "Synchronous update (1)" has to be chosen as the kind of update. .

MRP block for Credit limit attained Customers
How to block the requirement (MD04) generated by the item category in a sales order when the customer has attained the credit limit? The MRP requirements still appear even though the schedule is zero. You should try and use one of the standard requirements. See in transaction "VOFM". Under Requirements / Subsequent Functions / Reqs.Availablity. Try using routine 103, you may have to tweak if it doesn't work exactly as you'd like. For example, you can write a routine 903 because you only wanted this reaction for certain business units. Irregardless, using a routine similar to this will prevent the requirement from appearing in MD04 for orders blocked on credit. Code: DATA: W_ZSDCRD TYPE ZSD_CREDITBLCK. DATA: W_CMGST LIKE VBUK-CMGST. SELECT SINGLE * INTO W_ZSDCRD FROM ZSD_CREDITBLCK WHERE KKBER = VBAK-KKBER AND CTLPC = VBAK-CTLPC. IF SY-SUBRC = 0 AND VBUK-CMGST CA 'B'. IMPORT VBUK-CMGST TO W_CMGST FROM MEMORY ID 'CREDIT'. IF W_CMGST = SPACE. MESSAGE I706(Z1). EXPORT VBUK-CMGST TO MEMORY ID 'CREDIT'. ENDIF. *} REPLACE *{ INSERT DEVK966908 1 *} INSERT * Read the subsequent function information for the message PERFORM FOFUN_TEXT_READ USING GL_FOFUN CHANGING FOFUN_TEXT. MESSAGE ID 'V1' TYPE 'E' NUMBER '849' WITH FOFUN_TEXT RAISING ERROR. *{ INSERT DEVK966908 2 *} INSERT ENDIF. ENDFORM.

Credit Mgmt Dynamic checking
-----Original Message----Subject: Credit Mgmt Dynamic checking From: Richard Dragani Hi credit experts, Does anyone know how I can automatically re-execute a dynamic credit check a few days prior to shipment for future dated sales orders. Any ideas would be appreciated. Rich Dragani -----Reply Message----Subject: Re: LOG: Credit Mgmt Dynamic checking From: Swami Subramanyan Program RVKRED08? Or manually execute function module SD_ORDER_CREDIT_RECHECK. Regards Swami -----Reply Message----Subject: Re: Credit Mgmt Dynamic checking From: Leslie Paolucci We check credit at the time of the delivery (at delivery creation and before picking) and use the blocked sales doc process/list to release them. This can be set up in customizing under risk management-> credit management. -----End of Reply Message-----

Sales value field in not getting updated after creating the billing
-----Original Message----Subject: Sales value field in not getting updated after creating the billing we are on 4.6b. we are going for credit management but facing one problem. in fd32customer credit management change - the sales value feild in not getting updated after creating the billing. eg. when i create the order - the order value get updated in the sales value in fd32. after creating the delivery - that value remains same in the feild of sales value. but when i am going for billing (delivery related), the bill value is appearing in 'receivables' but the amount in 'sales value' is not getting reduced. because of this the credit exposure is increasing continuously. update group for corrosponding credit ctrl area is 12. also the item is mark for credit update. can anyone tell the missing link? thanking in advance -----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing Hi, You need to check couple of settings like: 1. Your customer should be assigned the credit control area. 2. In your Item Category Credit should be active. Regards, -----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing customer is assign to concorn CCA and item category is mark for credit active -----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing Hi, Check the credit update group in the transaction OB45. The credit update group controls when the values of open sales orders, deliveries and billing documents are updated. It should be '000012'. Further also refer to the OSS note 18613. Have fun -----End of Message-----

B) Risk Catageory : Based on the risk catageories company decide how much credit has to give to the customer. but not received the payment from the customer. Options : A) Warning Message B) Error Message (Sales Order won't be saved) C) Error Message with Delivery Block AUTOMATIC CREDIT CHECK : Give extra credit facilities to the particular customer.Value + Open Items.1. In automatic check.Value + Open Item Value is Rs. This entry is required so the sales order will calculate the value to authorize Assign Company Code to Credit Control Area Transaction: OB38 Tables: T001 Action: Assign a default credit control area for each company code Define Permitted Credit Control Area for a Company Code Transaction: .Value : Sales Order Has been saved but not delivered Open Item : Sales Order has been saved . difference between static and dynamic checks. HIGH RISK (0001) : LOW CREDIT LOW RISK (0002) : MORE CREDIT MEDIUM RISK(0003) : Average Credit Static Credit Check it checks all these doc value & check with the credit limit 1) Open Doc. Sales Doc. DYNAMIC CREDIT CHECK : 1) Open Doc 2) Open Delivery 3) Open Billing 4) Open Items 5) Horizon Period = Eg.2.Code .Type(OR) + credit Check(0) + Credit Group (01) Credit Limit Check for Delivery Type : Del.Value : Which is billed but not posted to FI 4) Open Item : Which is transfered to FI but not received from the customer.FD32 It Considers the Doc.3Months Here the System will not consider the above 1. Doc.1.Type (LF) + Del Credit Group (02) + Goods Issue Credit Group (03) Set Up for Credit Card Payment Processing Given below is the set up for credit card payment processing: Set Up Credit Control Areas: Define Credit Control Area Transaction: OB45 Tables: T014 Action: Define a credit control area and its associated currency. Eg: Customer Credit Limit is Rs. SIMPLE CREDIT CHECK : Tr. 01) Sales 02) Deliveries 03) Goods Issue At all the above 3 levels orders can be blocked.000/Suppose Doc.3& 4 values for the lost 3 months Then assign the Sales Doc & Del Documents.Difference Between Simple and Automatic Credit Check Types Explain in detail difference between simple and automatic credit check types. The Update Group should be ‘00012’. STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory + Credit Control Area. Delivered.Value : Which is delivered but not billed 3) Open Billing Doc.000/Here credit limit exceeds then system reacts. Billed & Transfered to FI.Value / Sales Order Value : Which is save but not delievered 2) Open Delivery Doc.00.10. A) Credit Checking Groups : Types of Checking Groups.

Mastercard. Create Customer Payment Guarantee = “Payment Card Payment Cards (All Customers can use Payment Cards)”. You need to mark the field “no Credit Check” with the valid number for sales documents. *****SAP does not deliver a card check for Discover Card. after all pricing and tax determination. Set Up Payment Guarantees Define Forms of Payment Guarantee Transaction: OVFD Tables: T691K Action: R/3 is delivered with form “02” defined for payment cards. We created our own routine.Tables: T001CM Action: For each company code enter every credit control area that can be used Identify Credit Price Transaction: V/08 Tables: T683S Action: Towards the end of the pricing procedure. Determine Payment Guarantee Procedure Transaction: OVFJ Tables: T691U Action: Combine the Customer flag and the sales document flag to derive the payment guarantee procedure Payment Card Configuration Define Card Types Transaction: Tables: TVCIN Action: Create the different card types plus the routine that validates the card for length and prefix (etc…) Visa . . Make the following entries: Sub to: “A” Reqt: “2” AltCTy: “4” Automatic Credit Checking Transaction: OVA8 Tables: T691F Action: Select each combination of credit control areas. create a subtotal line to store the value of the price plus any sales tax. Define Customer Payment Guarantee Flag Transaction: Tables: T691P Action: Define a flag to be stored in table. Other than the descriptor. Define Sales Document Payment Guarantee Flag Transaction: Tables: T691R Action: Define the flag that will be associated with sales document types that are relevant for payment cards Assign Sales Document Payment Guarantee Flag Transaction: Tables: TVAK Action: Assign the document flag type the sales documents types that are relevant for payment cards. the only other entry should be “3” in the column labeled “PymtGuaCat” Define Payment Guarantee Procedure Transaction: Tables: T691M/T691O Action: Define a procedure and a description. risk categories and document types for which credit checking should be bypassed. and Discover Create the following entries for each payment card AMEX American Express ZCCARD_CHECK_AMEX Month DC Discover Card ZCCARD_CHECK_DC Month***** MC Mastercard ZCCARD_CHECK_MC Month VISA Visa ZCCARD_CHECK_VISA Month The Routines can be created based on the original routines delivered by SAP. Forms of Payment Guarantee and make the following entries Sequential Number “1” Payment Guarantee Form “02” Routine Number “0” Routine Number can be used to validate payment card presence. American Express.

. Get the card number ranges from user community. VBAP. Then follow the below guidelines for the remaining fields to be filled. 400000 405500 405505 405549 405555 415927 415929 424603 424606 427532 427534 428799 428900 471699 471700 499999 Visa Procurement Expires in 7 days. Multiple ranges are possible for each card category or a masking technique can be used. Define Checking Group Transaction: Tables: CCPGA Action: Define a checking group and enter the description. Note that the following tables are available to be used in the abap requirement (VBAK. (Insight does not use pre-authorization check). Visa Credit Expires in 7 days.01 and the authorization will be flagged as such.Define Card Categories Transaction: Tables: TVCTY Action: Define the card category to determine if a payment card is a credit card or a procurement card. VBKD. PreAu If checked R/3 will request an authorization for a . A horizon This is the days in the future SAP will use to determine the value to authorize (Insight does not use auth horizon period). VBUK. Below is just a sample of what I am aware are the different types of cards. and VBUP). Create the following two entries Cat Description One Card Additional Data CC Credit Cards No-check No-check PC Procurement Cards No-check Check Determine Card Categories Transaction: Tables: TVCTD Action: For each card category map the account number range to a card category. AuthReq Routine 901 is set here. 405501 405504 405550 405554 415928 415928 424604 424605 427533 427533 428800 428899 Mastercard Credit Expires in 30 days 500000 540499 540600 554999 557000 599999 Mastercard Procurement Expires in 30 days 540500 540599 555000 556999 American Express Credit Expires in 30 days 340000 349999 370000 379999 Discover Card Credit Expires in 30 days 601100 601199 Set Sales Documents to accept Payment Card Information Transaction: Tables: TVAK Action: Review the listing of Sales Document types and enter “03” in the column labeled “PT” for each type which can accept a payment card Configuration for Authorization Request Maintain Authorization Requirements Transaction: OV9A Tables: TFRM Action: Define and activate the abap requirement that determines when an authorization is sent.

2) Since this customer is good as you felt. So. Enter Merchant ID’s Transaction: Tables: TCCM Action: Create the merchant id’s that the company uses to process payment cards Assign merchant id’s Transaction: Tables: TCCAA Action: Enter the merchant id’s with each clearinghouse account Dunning Process In Credit Management Explain about dunning process in credit management? Let me explain in simple terms: 1) You have a Customer which you had felt. he is doing good business and supplied material on Credit of 45 days. you have not managed Credit Checks as well.Valid You will get warning message if the payment card is expiring within 30 days of order entry date. Maintain Condition Types Transaction: OV85 Tables: T685 Action: Define a condition type for account determination and assign it to access sequence “A001” Define account determination procedure Transaction: OV86 Tables: T683 / T683S Action: Define procedure name and select the procedure for control. we will send at least further reminder (dunning notice) may be 9 times (9 reminders) (Dunning level) and what intervels of time (dunning frequency) c) Still if the customer doesnt resopond for the reminders. there will be no further supply to the customer. inorder to recover any bad debts. b) In case customer doesnt respond. Assign Checking Group to Sales Document Transaction: Tables: TVAK Action: Assign the checking group to the sales order types relevant for payment cards Define Authorization Validity Periods Transaction: Tables: TVCIN Action: For each card type enter the authorization validity period in days. 3) One fine day you got realised that. Authorization and Settlement Control Transaction: Tables: TCCAA Action: Define the general ledger accounts for reconciliation and clearing and assign the function modules for authorization and settlement along with the proper RFC destinations for each. like: a) We will send a normal payment reminder. Enter the condition type defined in the previous step. there is very bad debt with this customer and need to recover from him and till then. One for A/R reconciliation purposes and one for credit card clearing. he had comfortably reached to the fullest credit (or even more) which you can afford for any customer. AMEX American Express 30 DC Discover card 30 MC Master card 30 VISA Visa 7 Configuration for clearing houses Create new General Ledger Accounts Transaction: FS01 Tables: Action: Two General Ledger accounts need to be created for each payment card type. . you will file a law suit against the customer for recovering the Payments. 4) Your company's legal department has laid a policy that. Assign account determination procedure Transaction: Tables: Action: Determine which billing type we are using for payment card process.

Please see if the following helps: Configuration Overview. 5. 9. the user must initially determine the level at which the allocation is to take place and the aggregation factor of the allocation quantities. Referring to this your SD Team / FI Team (user team) will effect Dunning PS: You might remembered the dunning procedure laid by Relaince Mobile. This transaction simply reads the hierarchy established in the planning table and then generates a collective mask character for each level of the hierarchy . allocation control records are created primarily to map allocation procedure steps to their corresponding objects so that the allocation data records can be located for validation. before the required quantity is confirmed 4. the user defines .d) Finally.0. the schedule line must have a flag indicating that allocation is relevant 8. the user has the option of establishing a conversion factor per allocation control record to accommodate BOM listings of constrained materials 6.Allocation Object (OV2Z) The allocation object is the root level of the allocation process where actual data is entered and planned in LIS. In this step. validity periods must be established to indicate when the allocation control records are active. you may proceed for auction of his property or as per the order for Law. sometime back. as of release 4.Activate Allocation for Schedule Line Category (OVZ8) In order to turn on allocation in the standard order processing functionality. the definition of Dunning procedure is a pre-defined procedure specifying how customers or vendors are dunned. it is in the procedure that the method of allocation is defined. Secondly.Allocation Hierarchy Mapping (OV3Z) Primarily. the collective allocation masking character must be generated to allow aggregation indicators to be established. Remember Reliance. The user has the opportunity to set an indicator to identify their choice of two different methods (discrete and cumulative allocation) to evaluate the quantities to be considered for product allocation. The consumption window indicates the number of past and future periods to be used in the allocation check. Allocation Specific Usage 1. this transaction permits the assignment of an allocation procedure to an LIS information structure. This functionality allows the user the opportunity to check product allocation against several product allocation scenarios. after getting veridict. you will maintain the Dunning Procedure at customer master. All materials that are to be included in the allocation scheme are required to have an allocation procedure assigned to it in the material master. Now in SAP.Define Consumption Periods (OV5Z) The allocation consumption periods functionality is only valid if the allocation method flag has been set (OV1Z). Finally. 7. a character is assigned to the information structure to permit collective planning.Number of dunning levels .Create Planning Hierarchy (MC61) In order to adequately establish allocation quantities. The object allows the user to further break down a procedure into smaller parts for future validation of components comprising a specific material 3. the user can assign a step level to the procedure and information structure to sequence the order in which allocation quantities are checked. the requirements class must have a flag indicating that allocation is relevant.Generate Masking Character (OV7Z) Upon completion of the level determination for the planning hierarchy.Allocation Procedure (OV1Z) The product allocation procedure is the parent of the entire allocation process. We tried to do the elaborate steps as per the implementation guide but are not successful. Can you kindly help by giving the simple steps for implementation. Finally. Product Allocation Implement the Product Allocation Functionality We are required to implement product allocation functionality in SAP R/3 (Enterprise Version). the levels for the collective allocation search procedure are also identified. you will not forget dunning forever. 2. Secondly. In addition.Amount limits .Control Product Allocation (OV4Z) In order for the allocation process to function properly.Dunning frequency . this functionality is not available. That is dunning. If you have de-selected the method field.Texts for the dunning notices In SAP.Activate Allocation for Requirement Class (OVZ0) In order to turn on allocation in the standard order processing functionality. sending street rowdies for recovering the bad debts from users. For each procedure.

when a material is entered with a valid allocation procedure in the material master. . This report simply reads through the data dictionary and selects all the active information structures that contain the field product allocation object (KONOB) as the first field. This data can then be utilized in the mapping transaction (OV3Z) to link the allocation procedure step to an information structure (previous step).List of Suitable Structures (OV9Z) This report is used to identify potential LIS information structures that can be used in the product allocation process. then.Allocation Procedure Assignment to Material Master (MM02) At the root level of the allocation process are the materials.Modify Planning Hierarchy (MC62) This step is a repeat of MC61 where the initial hierarchy was established. In order entry. In order to complete the hierarchical set up. the collective allocation (mask character) hierarchy must now be maintained with the appropriate aggregation factors 11. the allocation data is verified prior to confirming the line item ordered 12. Each material that is to be considered in allocation scenario must be mapped to an allocation procedure.10.

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