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

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. This setting is in the Sales order header .Planning -. 1) At SPRO-->SD-->Sales header-->Assign Sales area to Sales document . 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. OPPT -.CONDITION TABLE OBQ2 --. Define no. Create Vendor master data XK01 7.TAX DETERMINATION RULES OVK6 --. 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.VOV8 --.but customer want before one month closing the period system should alert with popup box like this contract is going to close. 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.ACCESS OBQ3 --.CUSTOMER TAX CATEGORY OVK4 --. the system response if during document processing an item does not refer to a material but to a text item.Strategy Group. Getting a pop-up when the Contract is going to expire is not a Standard SAP thing.TAX PROCEDURE CAL OBBG --. Item category usage controls.MATERIAL TAX CATEGORY OVK1 --.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. Goto -. for this sales manager can follow up the customer for renual the contract. .For Make to Order 20 . 10 .Quotation and Outline agreement messages If you want to have different number range for different sales area where the settings to be done.Maintain Starategy Group We can see Strategy Group in Material Master Record . range for vendor account group XKN1 3. Assign number range to Vendor account group OBAS 4. I raise a sales order and is getting a error stating that "sales area is not defined". Create a vendor account group OBD3 2. For this you need to do some programming.Task Specifc SD Transaction Codes 1 How to configure tax? Use the following Tcodes: OBQ1 --.MRP 3 . Distribution Channels & Divisons 2) At VOPA-->Assign Partner Determination procedure to your Account Group of Customer Master you are using.Combine your Sales Organisations.ASSIGN COUNTRY TO TAX PROC OVK3 --. range OBA7 a) KA b) KG c) KR d) KZ *-. Define tolerance Group for vendor OBA3 5. Define document type and no. for example. Create 2 GL accounts FS00 a) Purchases A/c b) S. creditors A/c 6.ASSIGN DELIVERY PLANTS and thenVK11 to maintain the condition record for the tax rate. change/block vendor master data XK02/XK05 8.

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

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

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

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

goods movement takes place in the bacgground. or interaction. MRP and availibility check related data is also taken from MM although you control this data in SD also. Now the link between SD and FI :1. with them would be when specifying the tables.Shahee The link between SD and MM :1. Looking at MM and SD interaction first. This also refers to Material Master.Link Between SAP SD. 4. Whenever you create a delivery with reference to a sales order. Also. eg. While you create inbound/outbound delivery with reference to a sales order. ABAPers are there to essential do some bespoke development. a simple process explanation. a UK based customer may have a different GL account to that of an Export customer. plant data. debit note. Thus this is a link between SD and FI 3. This process uses a purchase order (which is sent to your vendor). Furthermore. all the details of the items are copied from Material master of MM. you create an outbound goods delivery to the customer. Billing is an SD function. 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. Every such movement of good s hits some G/L account. this movement hits some G/L account in FI. Tax determination: In case of a tax determination also. This is configured in Account Determination. There are many such links between SD and MM. When you create sales order in SD. 2. 2. data mapping (if doing an interface from one system to another) etc. 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.the shipping point determination takes place with the help of the loading group. 2. SD will interact with FI. In SAP you will always get integration with other modules. when processing a customer's payment. 3. In case of standard sales order. MM will interact with SD :1a. input fields. fields. MM & FI 1. credit note etc) created in SD. This movement is configured in MM. *-. shipping conditions etc. The accounts posting in FI is done with reference to the billing documents (invoice. But SAP needs to know. Here movement 601 takes place. 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). to which GL account the payment has to be processed. 1b. For instance payment of a UK based material would be placed in a different GL account to that of a non-UK based material. take the scenario of a third party order process. Sales Order – Integration Points Module . Your integration.

VF02. etc. vendor no. tables VBAK.ME23. .•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 Delivery LF Tcode for creation VL01.VL02.VA22.VA23.VA02.VA12. tables LIKP. tables VBAK.VA03.VA13. to create a purchase order we need to have material no.VL03. tables EKKO. surcharges.VBAP Purchase Order PO Tcode for creation ME21. xk02(change) . discounts. tables VBRK. xk03(display) Tables are lfa1. tables VBAK. Sales Order OR Tcode for creation VA01.EKPO.VBRP To create a sales order we need purchase order number and custmer number.VF03.LIPS Billing MN Tcode for creation VF01. To create custmer tcode is xd01.) •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. xd02. Before that.VBAP Quotation / QT Tcode for creation VA21.ME22. xd03. To create vendor tcode is xk01(create). Table is kna1.

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

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

Data 1 and fill in the Delivery Plant. look for the field Check Purchase Order No and put in "A". After making the necessary IMG changes. You can activated the check for duplicate purchase order with "VOV8".RE . 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". Before today. it is very unlikely that the system will mis-behaved after one day.Standard Order. To change the Materials field Delivery Plant: Goto MM02. default First Date was always today. . Although you mention that nobody change the system configuration.Goto VOV8. 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. default First Date wasn't today. 2. after checking. why? Note: 1. try creating a new sales order for the material and SAP will auto proposed all the dates in the sales order.OR . Default First Date is not Today When end user created a new sales order with VA01. The date is control by each Sales Order Type for each Sales Document type whether is it a . 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. Nobody change system configuration. Select the View Sales: Sales Org. . This should be blank if you want the system to propose current day for delivery date.Look and tick the fields Propose delivery date and Propose PO date.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.Returns etc. double click on sales order type. In the General Control Section. . Follows this step to set the default Sales Order Type proposal date: . Testing: Now. you need to input the Delivery Plant field for each Materials that you want the system to propose the default date. Usually. 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.

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

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

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

1 for taxable & 2 for not taxable. One alternative would be to use customer independent requirements . Standard SAP you should have two sets of tabs . but they don't want to suprise you with a large order qty. 6. When I create master records for LST thru VK11 for JIN2. Outside of that they can really cause trouble regarding daily maintenance.4% & 0%. Schedule agreements are very nice when the customer sends EDI data (830s = forecast or 862s = JITs). 7. Rate Tax code 1 1 2% A1 2 1 4% A1 3 1 0% A1 Remember. I will have 1-LST 2%. S&D >Basic fn. Also send you 1-2 weeks of individual FIRM ship dates . It comes down to the customer not knowing exactly what they need next week. (2) Cumulative Quantities are tracked and influence how the schedule agreement passes requirements to both forecasting and shipping. year end processing. This is normally a FI job. Material tax claasi. You will then decide if the return quantity are indeed bad stock or not. Credit COGS) 8. After post goods issues receipt is done using outbound delivery. One Forecast & the other JIT. The setting is in sales order item category and delivery type.entering the weekly. 4. quantity. Forecast forwards the schedule lines to planning (seen in MD04) and JIT passes them to shipping (VL10). There are a couple major differences: (1) . the quantity is placed in blocked stock without value updating. If the setting is correct in the outbound delivery screen SAP will automatically switch post goods issue button into post goods receipt. etc. 3.Sales Order type RE). The condition records will look like. Typically these are used for component supplier customers (namely Automotive). . (Using Sales Order in SD) 2. price. 5. The forecasted qtys they sent last week should account for this. the LST rates are 2%. Return material From customer You need to receipt the rejected goods through SD Module (VA01 . 3. Goods Issue to scrap account how to create new titles which can be used in creating the "address" view on the Vendor master. One needs to understand here properly as u need to have unique combinations for picking the sales tax rates. Cust-Tax classi. where your lead times are 5+ days.2. > Taxes. They can be identical or different. Transfer Posting from block stock to unrestricted stock (mvt type 453). Create a return request.of schedule lines. I will have two options for material master here. 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. If this access does not exist create it under an access sequence. To do this config. this will have accounting effect (Debit Inventory. missing requirements. I will chose the access where the combinations of customer & material tax classifications are available.which are entered on the JIT. Create outbound delivery according to return request. The tax rates are normally driven from the Tax classification of Customer & Material access. rates are flown from the tax codes. You need to include the condition type for country IN in 'Define tax determin rule'. cum qty corrections. The customer will provide you 4-10 weekly buckets (usually a Monday date) of future forecast qtys.{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. These qtys are sometimes requested by the customer on ASNs. The steps are as follows : 1.Schedule agreements allow you to have 2 different sets of schedule lines (VBEP-ABART). For customer master. But normally this is standard. Tax codes can be created thru T code FTXP. Cumulative qtys reset at year end unless you've got a customer calendar or you've modified standard SAP userexits to not reset. 2-LST4% & 3-LST0%. Let's say. I will try to demonstrate the smallest example. In the standard system the movement type used is 651.

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

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

so the BOM item is not Priced. Sales Order Mass Change I am a SAP SD consultant and recently faced with two new terms. Then execute. . 21000001) you want to change and also the items(10) you want to change. which is relevant for pricing. 4)From mass maintenace menu. I have done mass change for customers. For this following customizing setting is required. I also need to know about the transaction code. 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. B) The item category of the components is TAN which is relevant for pricing. A) The item category of the BOM item is TAP which is not relevant for pricing. A) The item category of BOM item is TAQ. you see all the old values are changed to new values.BOM item. . so the BOM is priced. There is transaction MASS which can be used to carry out mass changes in the sales order and other objects. For this the 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 on " choose selection fields" button . move the fields you want to the "select fields" using arrows. mass order change and ALV . Mass Maintenance: (Use to change multiple fields in multiple documents at the same time). -click on "change field values" button. click on "Enter new field values" -click on "sales order item data" tab and choose the field you want to change. 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. is in "item data" table) 3) Put in the sales documents(21000000. so the components are not priced. B) The item category of components is TAE which is not relevant for pricing. 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.From the Pool. you see the new value of the plant you entered at the top and the old values of item 10 are below. -save Note: it will take some time depending on how many records you have. (suppose your selection criteria fields are from "sales order header data" table and the field you want to change. and orders should work the same way too. (for example.

ask them to deactivate the MODCHECKS still you are done with mass maintenance & activate them again. Note: If you have any user exits that affect the results. Is there a transaction or program for this? Go to VA05 execute the report. However this requirement of your can be satisfied through authorisation profiles. 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) . . then you are good to go.Check: Go to [SM37] and see the status of the job you are running and once finished. Balraj G Saigal In order to emulate a release strategy similar to purchase orders you can use the status profile in sales documents (BS02). This is only one way of meeting your requirement. IMG-Sales and distribution-Sales-Sales documents-Define and assign status profile. Then do the mass maintenance and compare the results with this one. It will re-price all the sales orders. Select B. 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).Or you can just select by document numbers (May be more efficient) Execute . Go to the Menu EDIT --> MASS Change ---> New Pricing. Before you do mass maintenance. 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. 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. then you can do for others. MASS is a very powerful tool. go to the particular table in [se16] and get the results. export the spool file to a spreadsheet. If they match.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. System will display all the re-pricing options. 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.

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

Rebate agreemnts is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreeements specifying the rebate rate + the accrual rates. 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.. Consider an the doc now. when the rebate relevent billing doc is generated.condition records specify the rebate rate and the accrual rates.Assign the agreement type to the condition type group Assign the cond type group to the condition type. GO TO THE CONDITION RECORD IN CHANGE MODE (VB02) AND SETTLE THE ACCOUNT PARTIALLY. First you need to create a Rebate agreement. Rebate Process with Ref... AFTER YOU HAVE FINISHED A COMPLETE SALES CYCLE OF CREATION ORDER . Now when you make the rebate settlement by doiing the Credit memo and you decide to pay $27. boo2 boo3 boo4. the rebate and accruals are determined and posted in a seperate GL account as a noted item .go to create with ref and enter ur Sales order no. DELIVERY AND BILLING. 2... This is what the link says... 4. Rebate setllement Go to VB02 enter ur sales deal no.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. 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. The rebate process is completed when you have created a credit memo to the customer. SALES ORGANISATION AND FOR THE BILLING DOCUMENT. I am providing some info on rebates which I know. create settlement run using credit memo request and then credit memo to settle this amount with the customer. The document type for the partial settlement is R3.. 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. Create condition record for rebate giving the rebate rate and accrual rate.. 3. Condition technique is also used in rebates.amount to be settled. 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. View the credit memo request Remove the Billing bloock Go to VA01 and put order type G2 . Then go to VF01 and enter the credit memo reqst no the doc no and go to VF02 and say release to accounting Now the final settlement will be this way . Praveen In a simple way. to SO If I need to make a rebate for a customer what is the process involved.IN CUSTOMER MASTER. 1. Also it gets copied in the rebate agreement. REBATE ACTIVATION. 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 $30.. then the accounting will be generated saying 27$ 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.

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

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

With Compliments by: Taner Yuksel Actually suppressing fielding sales orders userwise is quite easy. for example customer A buys 34 cartons of Corn Ice-cream. customer # and execute.Free goods type: NA00 .First select the exclusive button and verify that you are in exclusive view. Now run VA01 for 34 cartons and press enter. 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. you must make them in this user exit. Below is the sample code . distribution channel. To do this. Now in next screen create the record as follows: . This FORM routine is called up by the module FELDAUSWAHL. (that is if you want exclusive) . Active Free goods Determination or Assign with your sales organisation this procedure ZFREE 8. add a feild catalog for CUSTOMER GROUP 3. this should then reflect as cost in our accounts. we offer him 12 free corns. create a customer group say 99 for FREE GOODS In Free Goods Menu: 2. Min qty .4 and can be edited together during a modification in ABAP. We are doing it in our company. For this we use userexit FORM USEREXIT_FIELD_MODIFICATION in MV45AFZZ. If you require changes to be made. create a sequence say FREE with condition table 555 5. (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. If a field has no field name.Run trans. Now save and exit. Sorry for the error. create a condition table (free goods) say 555 only for customer group 4. The system will automatically propose the free goods item at no additional charge. 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 .Sales org. If not adjust the calculation parameters in the master record screen It should be transaction VBN1. it cannot be allocated to a group.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 is to change the record. VBN2 to first create master record for free goods as follows: Enter following information in selection screen: .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.Say 34 cartons. Try higher order qtys and see if the free goods qty are scaling up. Kris J If you want to give free goods to some of the customers than 1. the screen fields are allocated to so-called modification groups 1 . VBN1 creates it. maintain pricing procedure say ZFREE with condition type FREE Now assign: 7. How do I set it up? 1.Material#. the rest of the system is already up and running and should not be inconvinienced. create a condition type say FREE with 6.

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

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

.Editor . *-.. Again this will be having values like processor can be either P4 or P3.M2. you assign the particular Sales Document to the Number Range you have already proposed as above.. you will be required to maintain Number Ranges for Sales Documents which are allowed for your New Sales Area..enter variant Red and Blue give the rates accordingly and create the sales order. Number Ranges can be maintained Internally by the system. Based on the values selected the variant pricing will happen using the condition type VA00.assignments and assign relationship ( by default it will come just save) • Now select Blue.The same can be reached through in IMG as : Sales & Distribution-->Sales-->Sales Document Header-->Define Number Ranges for Sales Documents. 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 . Here . Assigning . 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.Other Dependencies .Z*. the system will throw a message that Interval already already exists.Other Dependencies . • Now go back to CT04 . Obviously.Other Dependencies . *1 is a Unique Two digit Alphanumeric Key.go to extras . These components are called as characteristics in variant config. ^A. The Assigning Part is done as follows: . For example: !1.ZPrice. 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 .assignments and assign relationship ( by default it will come just save) • Now go to VK11 .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.ZPrice='Blue' and save • Now go back go to extras .Create another characteristics in CT04 .select Red..Select Procedure enter in front 10 write .. 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..enter Zbike -go to values. Defining . BB. • Then go to CU41 Configuration profile select the material and enter the description click on the class assignment ie assign Zbikclass. monitor can be 15" or 17" etc. • 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. In Standard SAP the Transaction code for Maintaiing Number ranges externally is VN01.Enter VA00 (Condition)(For Std RVA001 Pricing Procedure) . by making this .ZBikeclass ( Type 300) in characteristics tab page. while proposing your key.$self. mouse etc). keyboard. monitor. however it can be maintained externally also if you customize it accordingly.In Assigning. So choose a key that is unique.$self.Select Procedure enter in front of 10 write . you are assigning a Key to a Number Range Series.ZPrice='Red' and save • Now go back go to extras . you should ensure that it should not be there in the system as existing.Other Dependencies . All the symbols can be used along with numbers from 0 to 9 and Alphabets from A to Z and in any order...go to extras . and which is not there in the system.

credit memo requests. because the wrong scale prices were used or a discount was forgotten.Assignment to several invoices When you post credit memos.Assignment to a single invoice . calculated with the wrong scaled prices. the payment program automatically attempts to offset the credit memo against the open item. As soon as you bill the credit memo request together with other sales orders. A debit memo is a transaction that reduces Amounts Payable to a vendor because. who is to reimburse the amount. For eg. 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. 2. If a new Plant is created then Billing Number Ranges are required to be maintained. Then you can apply a multilevel dunning program. you send damaged goods back to your vendor. Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. The customer could return damaged goods. This can also be reached in IMG by: Sales & Distribution-->Sales-->Sales Document Header-->Define Sales Document Types Locate the particular Sales Doc Type. If the credit memo is specifically related to a particular open invoice item. 4. In all cases. or distribute the items of one credit memo request to several billing documents. The debit memo request can be blocked so that it can be checked. you can post a debit memo to the vendor. If you use both Financial Accounting (FI) and Sales and Distribution (SD). Here you put the Two Digit Number key in the Field. you can remove the block. As mentioned above. If the price calculated for the customer is too high. the assignment is no longer valid and the system will not process it.The Two digit Alpha Numeric Key is maintained or Assigned to the respective Sales Document type in V0V8. and payments. creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. and double click on it to display it configuration. you specify the value or quantity that should be in the credit or debit memo 5. 3. for example. The credit memo request is blocked for further processing so that it can be checked. the payment programme processes them automatically. For this first create a sales document with the order type for a credit or debit memo request. 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. for example. If it is not possible to completely offset the credit memo against an invoice. The system uses the credit memo request to create a credit memo. Go to Sales -> Sales Documents -> Sales document header -> Define sales document type and select the billing . You can block the credit or debit memo request from being billed in Customizing."Number range External Assignment" Besides this: If a new Shipping Point is created then Delivery Number ranges are required to be maintained. you can create a debit memo request. Credit memo request is a sales document used in complaints processing to request a credit memo for a customer.Assignment of a partial amount to an invoice . A transaction that reduces Amounts Receivable from a customer is a credit memo. The system uses the debit memo request to create a debit memo. What is Debit note and Credit note What is Debit note and Credit note? What is the purpose? How we create? 1. you have the following assignment options: . you can create a credit memo request. – With reference to an invoice Here you enter which invoice the complaint refers to. It is like a standard order. If the request is approved. there is a 1:1 relationship between the credit memo request and the credit memo item posted in Financial Accounting (FI). Similarly. For credit memos. If the prices calculated for the customer were too low. you can remove the block.

Configure Intercompany Stock Transport Order Explain STO. The Process is you create a STO do delivery against the STO and create a Billing Document against the STO. It is used for inter company transfer of goods. 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. Select the Delivery creation line and do the back ground process. Vendor master has to be created and assaign the supply source ( Delivering Plant).if necessary. This request can later be reviewed along with similar ones. STO is Stock Transport order. 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. How to configure the inter-company Stock Transport Order? . 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. . by another department. The request for a credit or debit memo can then be approved or rejected.Prassee Material should exist in both the plants (Delivering & Ordering). Plant to plant transfer and even transferring raw material to Third party contractors (Job Work). 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. Billing (Intercompany pricing conditions should be set).

3rd party sales order Create Invoice MIRO Invoice Date Look for the PO .Seema Dhar SD . distr chnl.3rd party sales order Receive Goods MIGO_GR PO Number DN Number Batch tab . just in case Post Save SD . click on classification Serial Numbers tab Date of Production Flag Item OK Check. state the vendor and the Material . div Enter Sold to PO # Material Quantity Enter Save SD . 4.3rd party sales order Create Sales Order VA01 Order Type Sales org.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 .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 . therefore. Vendor delivers the goods and raises bill to company. 6. Assign Item Category TAS to Order type that you are going to use.3rd party sales order View the PR that is created ME52N Key in the PR number Save SD . there is no delivery process attached in the whole process of Third party sales. 10. Billing *-. The item cat TAS or Schedule line cat CS is not relevant for delivery which is evident from the config and. MM receives the invoice MIRO 7. 3. Goods issue 9. Item category group as "BANS". Goods receipt MIGO 8. The company raises PO to the vendor. A sale order is created and when saved a PR is generated at the background 5. With reference to SO a PO is created (ME21N). Create Vendor XK01 2. Create Material – Material Type as "Trading Goods".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 .

3rd party sales order Create a billing document VF01 Ensure that the delivery document is correct in the Enter Go to edit -> Log Save . go to the menu Sales Document . select "Deliver" Go to "picking" tab State the qty and save SD .3rd party sales order Create a delivery order VL01N In the order screen .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 .

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

4) Path to created controlling area: Img-->Ent Str-->Defintio-->Controlling-->Maintain Controlling Area . raise the sales order with order material check the effect. sales area section of sales tab Assign customer procedure for product proposal .Out bond delivery only if main item has been partially delivered Go to VD02.Specify condition type C001 Specify the order material.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" -. here you can create controlling area .

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

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

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

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

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

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

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

4. Click on tab view sub screen and ensure that the sub screen is blank. 2205. Now in the last sub screen i. Go to the last sub screen i. 7.SAPLMGD1. .e. no. Excise related sub screen appears. Select the same and click on Sub screens in the left frame. Create a Material Master and check whether in Screen Foreign Trade – Import. Save the setting.6 you delete SAPLMGD1 – 0001 and instead add SAPLJ1I_MATERIAL_MASTER and in the screen no. 5. 6. 21-15-6 .0001 and select the same.e.“Foreign Trade: Import Data”.

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

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

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

transit time. Forward scheduling is also done if no product is available on the material availability date calculated by backward scheduling. the system will calculate delivery dates the closest day. taking into consideration the working days of the shipping point and a rounding profile. This allows the scheduling of a delivery within a single day. hour and minute is supported. . pick/pack time.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. loading time. 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. the system must then use forward scheduling. The loading time. This is referred to as daily scheduling. In this case the system assumes a 24 hour work day and lead times can be entered in days up to 2 decimal points. The transit time. Backward scheduling is always carried out first. If the material availability date or transportation scheduling date is calculated to be in the past. Precise scheduling calculated down to the day. It is activated by maintaining the working hours for a particular shipping point. This new material availability date forms the starting point for scheduling the remaining activities. The system does an availability check to determine the first possible date when product will be available. 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.

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

AR 60 Cr. AR 30 5. 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. Sales 60 This alternative provides a cleaner option with the Downpayment. Dr. .Dr.

Main Data Record -----------------------------------------------------------------------------------------| Field name | Description | Report header | Cat. | Length | Dec.Session Header Record 100PC 100PC -----------------------------------------------------------------------------------------| Field name | Description | Report header | Cat. | -----------------------------------------------------------------------------------------| 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 . | -----------------------------------------------------------------------------------------| 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 Sample flat file for uploading table A305 .g V | CHAR | 000002 | 000000 | | KSCHL | Condition type | CTyp e.Customized SD ABAP Reports Sales and Distribution . you have to use SM35 to process the update scale ROW 5 BKOND3 .with scale ROW 6 BKOND2 . | Length | Dec.Upload Condition Pricing RV14BTCI . 305 | CHAR | 000003 | 000000 | | KAPPL | Application | App e. | -----------------------------------------------------------------------------------------| 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 | .no scale ROW 4 BKOND2 .don't delete SESS| CHAR | 000001 | 000000 | | NODATA | No batch input |/ | CHAR | 000001 | 000000 | -----------------------------------------------------------------------------------------BKOND1 . Envirionment : 4.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 .Header Record -----------------------------------------------------------------------------------------| Field name | Description | Report header | Cat.g.g PR00 | CHAR | 000004 | 000000 | ------------------------------------------------------------------------------------------ BKOND2 .Batch Input for Uploading Condition Pricing After executing the program. | Length | Dec.6x Require flat file :ROW 1 BGR00 ROW 2 BKOND1 ROW 3 BKOND2 .

|D | CHAR | 000001 | 000000 | SKONWA | R/2 table | R2tab | CHAR | 000005 | 000000 | -----------------------------------------------------------------------------------------BKOND3 . | Length | Dec. | -----------------------------------------------------------------------------------------| 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 | ------------------------------------------------------------------------------------------ .| | | | | | | | | 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.Scale Data Record -----------------------------------------------------------------------------------------| Field name | Description | Report header | Cat.





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

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

click "pack" icon. 3)select 3 lines of PK-100 in lower section since you want to pack them in PK-095. Or you can do the following steps while you are creating a delivery also. enter the "packing material" (PK-100) 4)In the lower section. B)Packing all 3 cartons in one big carton(PK-095) 1) from above screen. 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). 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. . click "pack HUs" (pack shipping unit) 2)enter the packaging material (PK-095) in the upper section and select this line. 5)Now all the 3 cartons(PK-100 with 40 pieces each of material) are packed in one big carton (PK095). 3)In the upper section. you already created. select both lines of upper & lower section & click the button "per part. Check: "General overview" icon. It generates a shipping unit/handling unit number. 6)Now.The "Packing Process" with an Example Example: You created a order for a material(R-1160 . 5)Select both the lines of upper section and lower section and click the green ok.hard disks) for a qty . 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. 4)selecting both lines.120 pieces. 2)Go to "pack" icon. Then "save" the delivery.

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. 2) The condition type must agree with the condition type defined for unit costing in the pricing procedure.ZWXX) One way to do it is :Mark the condition types you want to group as statistical and remove the account assignment key. now I want to exclude k007 for the next 2 orders or so? I have set the exclusion indicator for the condition type.Pricing Difference between Condition Type Please explain the difference between Ek01 ( Actual Cost) and EK02 Calculated Cost. These are the condition type that will display the results of the unit costing for certain type of sales document. . And also the settings of the Requirements as it is correct that it overrules the exclusion. Create a subtotal in your pricing procedure that will add them together and put in the account assignment key for it. This way the individual components will still display on your pricing screen but FI will only get one posting. 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 . Please note the following points : 1) The condition type must have condition category 'Q' (costing). the result of unit costing is issued to the first position on the conditions screen for the item. EK01 : If you use this condition type. Am I missing something. I have a customer who is being offered two discounts ie k007 and k005. EK02: If you use this condition type.but still the condition is being accepted when I create a sales order.ZDXX . The value can be used as a basis for price determination. the result of unit costing is simply a statistical value which you can compare with the price. 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.

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

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

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

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| | ---------------------------------------------------------------------------

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

type ( tcode V/08 . You need ABAPER to define it.100000 No discount 100000 .e. That appears to be a straightaway solution to your problem. Where do we set this up? We have seen so far the discounts are calculated based on the value of the current invoice. The discount applies only to the effort and not to the reimbursements. 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. the rest being reimbursements of actual costs and hence the customer is not eligible for the discount. if the customer has been billed for 99000 and the current invoice is for 3000.calc.30F. Your second problem i. Maintain Pricing Procedure ). This I believe solves your problem of rebate only on effort.and above 10% This means that discount would only start after the customer's net sale value crosses 100000. living expenses. 1. For example. We have 2 options to meet your requirement. Using routine in Alt. the rest being reimbursements. The solution for this is Using rebate condition types and suitable condition records. -----Reply Message----Subject: RE: Customer discounts on effort only Hi. Hope it helps. a discount of 5% should be given on 2000 i. hope this help -----End of Message----- . (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. But a work around is not giving the discount directly in the invoice but settling it against the rebate agreements by Credit notes periodically.e the value to be used for rebate cond types. Using scale in condition type ( tcode V/06 ). We have a requirement of giving a discount to customer based on the total amount invoiced so far (across financial years). Thanks -----Reply Message----Subject: RE: Customer discounts on effort only Hi Arent we looking at rebate agreeement. Kindly help. the discount is not based on the total amount billed so far. 100.200000 5% 200000 . choose scale basis G.e the discount should start getting applied automatically when it reaches the first scale for which the values span few financial years. In the above example (invoice of 3000) say the effort billed is only 1500. Another complication is that. 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.Scale based on a formula ( be: your based amount is invoice ). The discount is only on the 500. but only on the effort billed and not on reimbursements (like airfares. you also need ABAPER to create routine.Customer discounts on effort only -----Original Message----Subject: Customer discounts on effort only Hi All. Define scale formula. The discount should be on a graduated scale basis for example 0 . beeper charges etc). This I am not really sure whether it can be made possible in the invoice itself. visa charges. Here. 2.

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


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

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

Navigate to 'Sales and Distribution -> Basic Functions -> Pricing -> Pricing Control' and execute 'Define Condition Tables'. For header fields. Call up Transaction SPRO.. field ZZPSTYV is now known in structures KOMG and KOMP because structure KOMPAZ is included in both structures. Choose 'Conditions: Allowed fields' and include ZZPSTYV as a new entry. the system does not propose the field in the field catalog. KOMP.HB00 . and in billing document processing you find it in Include RV60AFZZ. 2. .As a short text. KOMG. 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. 5. field catalog.% Based Header Condition. to add Fields. 'ZZ . In order processing you find the user exit in Include MV45AFZZ.Save. KOMPAZ. KOMK.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. Call up the ABAP Dictionary (Transaction SE11) and create data type ZZPSTYV. check and activate the change you made. field PSTYV was included in structure KOMP. 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. you can use. it overrides the PR00 condition type. PSTYV are the other terms which we need to know about.. . When we go to the conditions section in a sales order. Condition access. here we add these conditions. 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.HA00 . Header Condition and Group Condition What are header conditions? Header conditions are those which appear in the header level of any sales order. 6. . *-. for example.Numeric value or Absolute value. 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. Proceed as follows: 1. 3. Choose PSTYV as a domain. Examples of header condition. Note:Now you can use field ZZPSTYV as a key field when you create a condition table Axxx. use structure KOMKAZ instead of structure KOMPAZ and USEREXIT_PRICING_PREPARE_TKOMK instead of USEREXIT_PRICING_PREPARE_TKOMP. For more information. 4. however. When you create a condition table (Transaction V/03).Absolute or numeric value which applies to all items. It is most common that one or other time we need to use this function while configuring multi tasking & complex Pricing Architecture. Note:Because of the change in structure KOMPAZ. where the details of pricing is mentioned.RB00 . Whenever any Header Condition is used. check and activate your entries. allowed fields. you can add the field through the following process to filed catalog and create the condition table. In case the required combination field is not there. . not in structure KOMG ('Allowed Fields for Condition Structures'). however.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. you can use the field labels of PSTYV. Supply the new field you defined by including the following source code line in USEREXIT_PRICING_PREPARE_TKOMP: MOVE xxxx-PSTYV TO TKOMP-ZZPSTYV. KOMKAZ. Reason and Prerequisites: For technical reasons.Please follow steps in below sequenceTry to add the filed from the field catalog.sales document item category' and as a field label. 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.

You maintained a discount based condition record fbased on material group ( = 01 for example). 1. Maintain Condition Records for your Condition Types I guess you can make it 8 Steps by dividing some of the main steps. Step 5.00 ITEM 3 . Distribution Channel.00 ITEM 4 . 100. 1. check your Fields and ensure that they appear with any . Discount. Define/Choose your Table (with the requirement parameters that influence the price) Step 2. While calculating the discount. 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.00 51 . 105. Now comes your Pricing Procedure where you include include Condition Types and format. While Creating Access Sequence. Process a sales order for a customer with these three material with different quantities.150 Rs. You maintained scales also.00 ITEM 5 ..25 No's ITEM 2 . Its always better to copy the Price Types provided by SAP. XD01 .00 etc. Define your Condition Type (There are four Price Types Basic Price. 2.Always ensure that you pick the right Customer Pricing Procedure from here. If you have not activated the group condition feature.00 11 . 5. 105. Lets say it depends on Customer and Material. Step 4.50 Rs.3 No's ITEM 3 . Step 6.00 to each item irrespective of the individual quantities. system determines the discount value based on individual item quantity which is as below.12 No's ITEM 4 . With this understanding now we will start with the Table where we will pass the above parameters.62 No's All the material is having the material group = 01.27 No's Rs.25 No's Rs. 3. System apply a discount of Rs. Activate the condition type as a group condition.Ensure that you have the right Document Pricing Procedure from here 3. 105. 3. In the above example total quantity is = 109. 4. 4. Freight and Tax) and include your Access Seq.Create Customer . You are creating a sales order for a customer with five different items with different quantities as below ITEM 1 . system add the quantities of items which have material group = 01. This amount is applicable to all items. 110. 110. Define your Access Sequence and include the above Table in your Access Sequence Step 3. 105. Check the outcome.3 No's Rs. Usage of this feature is to apply price / discount for a specific group of materials.00 ITEM 2 . Few important things to note is following. 2. 2. Create 3 materials.10 Rs.Sales Order . Now comes Procedure Determination where you specify the Document Pricing Procedure and Customer Pricing Procedure along with Sales Organisation. because of this group condition. T Code VOK0 Step 1.Header Condition: This is a manual condition which you apply to header (Condition screen) of a sales document. Discount ITEM 1 . 100. 115. 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.27 No's ITEM 5 .12 No's Rs.62 No's Rs. VA01 . Is it clear now. Create a condition record for this condition type with scales.00 5. Just try a sales order and see the out come Procedure to Test: 1. Maintain Material Group of each item is same. Qty Discount 1 .

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

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

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

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

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

This OSS notes is very helpful :11162 . updated with the actual date of the milestone. if the date is earlier than the planned billing date for the date SAP Billing ..000 x x Final invoice . Mark the schedule line and select Procurement details.000 x x Maintenance 30 30.) In VF06 or background: variant with parametrization) to avoid an unwanted split due to the billing date. the date of the billing document (e.000 x x Acceptance 30 30. To display the project-related data for a schedule line. x 100. 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. you can specify whether the billing date is: 1. 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. proceed as follows: In one of the overview screens of the sales document. always updated with the actual date of the milestone 3. Each schedule item can be assigned to a network in a project. default data. fixed 2. select 1.Combine Billing for deliveries with different date When using transaction VF04 or Billing (background). . Item -> Schedule lines.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.Invoice split criteria in billing document 36832 .g.confirms that the milestone is completed. the current date) must be entered (In VF04 : settings.Invoice split in fields from the sales order . 2.. The connection between the project and the sales document item is made in the individual schedule lines of the item.000 x x Assembly 30 30.

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

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

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

Of Billing Items. . You can restrict delivery with delivery tolerance. thereby causing invoicing of the desired. However. This is where you can define a maximum number of items allowed for all billing documents within a given sales organization. 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. or Go to SPRO>>>IMG>>>Sales & Distribution>>>Billing>>>Billing Documents>>>Countryspecific features>>>Maintain Maximum No. maintaining data here is not enough alone to bring about a billing split by number of billing items.If I enter more than 8 items in a sales order and those items get copied into delivery doc then to billing doc. But our client want to restrict number items to 8 (max) in an invoice.

Tips by : Kapilaa Settings for determining the credit control area of a document. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record. or the credit control area must be entered under the relevant company code in table T001CM of the credit control areas allowed. Transaction OBZK For the settings under items 2 . Sales area: Credit control area: 3. Company code: Credit control area: 2. your credit policy requires decentralized credit management. Transaction OVA8 Here.4. Take these key fields from the above settings and go to the detail screen. One credit control area contains credit control information for each customer. Transaction OVAK Which settings do exist for the sales document type used? Sales document: Check credit: Credit group: 8.Credit Management How To Do Configuration For Credit Management Credit and risk management takes place in the credit control area. Settings for the credit checks 7. Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. if credit control is performed across several company codes. An organizational unit that represents the area where customer credit is awarded and monitored. If. you can define credit control areas for each company code or each group of company codes. the individual credit checks for key fields o credit control area o risk category o credit group are set. In particular. This risk category can be assigned to a credit account by using Transaction FD32. Transaction OB01 Credit management/Change risk category Definition of the risk category for each credit control area. This organizational unit can either be a single or several company codes. The settings of items 1 . Transaction OB38 Check which credit control area is assigned to the company code. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. For example. you can define one credit control area for all of your company codes. on the other hand. check whether fields "Reaction" and "Status/block" are set . 1. if your credit management is centralized. you can implement credit management that is centralized. Transaction XD02 or VD02 Check which credit control area is assigned to the payer. Transaction OVAD Which settings do exist for the delivery type used? Delivery type: Credit group for delivery: Credit group for goods issue: 9. Company code: Credit control areas allowed: 6. Transaction OVFL Check which credit control area is assigned to the sales area. or somewhere in between. decentralized. The credit control area found is stored in field VBAKKKBER. According to your corporate requirements.4 are taken into account according to their priority. field "All company codes" must be marked in Transaction OB45. Transaction SE37 Is user exit EXIT_SAPV45K_001 being used? 5. 10. Payer: Credit control area: 4.

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

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-----

FD32 It Considers the Doc.Difference Between Simple and Automatic Credit Check Types Explain in detail difference between simple and automatic credit check types.Value + Open Item Value is Rs. DYNAMIC CREDIT CHECK : 1) Open Doc 2) Open Delivery 3) Open Billing 4) Open Items 5) Horizon Period = Eg. 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: .Code .Value : Sales Order Has been saved but not delivered Open Item : Sales Order has been saved . A) Credit Checking Groups : Types of Checking Groups.3& 4 values for the lost 3 months Then assign the Sales Doc & Del Documents.00. difference between static and dynamic checks.1.2. 01) Sales 02) Deliveries 03) Goods Issue At all the above 3 levels orders can be blocked. In automatic check.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. Sales Doc.000/Here credit limit exceeds then system reacts.10.Value / Sales Order Value : Which is save but not delievered 2) Open Delivery Doc.Value : Which is billed but not posted to FI 4) Open Item : Which is transfered to FI but not received from the customer. B) Risk Catageory : Based on the risk catageories company decide how much credit has to give to the customer. STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory + Credit Control Area. 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. 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 : Which is delivered but not billed 3) Open Billing Doc. The Update Group should be ‘00012’. Delivered. but not received the payment from the customer. SIMPLE CREDIT CHECK : Tr.000/Suppose Doc.Type(OR) + credit Check(0) + Credit Group (01) Credit Limit Check for Delivery Type : Del. Billed & Transfered to FI.Value + Open Items. Eg: Customer Credit Limit is Rs. Doc.1.3Months Here the System will not consider the above 1.

Define Customer Payment Guarantee Flag Transaction: Tables: T691P Action: Define a flag to be stored in table. Other than the descriptor. 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. American Express. Create Customer Payment Guarantee = “Payment Card Payment Cards (All Customers can use Payment Cards)”. 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 . after all pricing and tax determination. create a subtotal line to store the value of the price plus any sales tax. We created our own routine. *****SAP does not deliver a card check for Discover Card. 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.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. 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. You need to mark the field “no Credit Check” with the valid number for sales documents. Mastercard. 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. . 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. 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.

AuthReq Routine 901 is set here. PreAu If checked R/3 will request an authorization for a . (Insight does not use pre-authorization check).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. 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. 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. Then follow the below guidelines for the remaining fields to be filled. Get the card number ranges from user community. VBAP. Note that the following tables are available to be used in the abap requirement (VBAK. Below is just a sample of what I am aware are the different types of cards.01 and the authorization will be flagged as such. Visa Credit 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. and VBUP). . VBKD. VBUK. 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). 400000 405500 405505 405549 405555 415927 415929 424603 424606 427532 427534 428799 428900 471699 471700 499999 Visa Procurement Expires in 7 days.

there will be no further supply to the customer. he is doing good business and supplied material on Credit of 45 days. 3) One fine day you got realised that. you have not managed Credit Checks as well. 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. 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. 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 is very bad debt with this customer and need to recover from him and till then. 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.Valid You will get warning message if the payment card is expiring within 30 days of order entry date. One for A/R reconciliation purposes and one for credit card clearing. 2) Since this customer is good as you felt. So. like: a) We will send a normal payment reminder. . inorder to recover any bad debts. 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. 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. Assign account determination procedure Transaction: Tables: Action: Determine which billing type we are using for payment card process. Enter the condition type defined in the previous step. you will file a law suit against the customer for recovering the Payments. b) In case customer doesnt respond. 4) Your company's legal department has laid a policy that.

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

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

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