Header and Item Incoterms different in Sales order

[Former Member]

Hello SAP Guru's,

I have an unique issue of Incoterms in Sales order item being different from the Header, when this happens any change to the header Incoterms is not getting copied to sales order Items.

The issue is due the different Division maintained for Sales order item in the Material master, which is fetching the Inco 2 from the Different Sales area for this is customer.

This is fine as per design where Item category is checked for Business data and Sales Document type is checked for different Division in the config.

However the Business would like the Header Incoterms to be copied to all items and any change in Header should also be copied to Line items also.

We had narrowed down on Couple of Alternatives:

1. Remove the Business data allowed check in the Item category config

But this would allow all Business data to be copied from sales order header to items

2. Make changes to VBKD user Exit during Sales order creation to copy the Incoterms from Sales order header to items

But this is causing multiple lines in VBKD and some issues while adding new items in VA02 ending with an Update termination.

Would like to know whether there is any other Option whether there would be least impact and also would like your advice on the better Option between the above two Options.

Thanks and Regards

Mohammed Roshan

[Former Member · Accepted solution]

Hi Lashmipathi,

Thank you for your inputs,would like more information on using Screen Variant (shd0) where you can grey out the said field or  grey out that field in VA01 and VA02 by having different authorisation role which your Basis team can try.

Which field do we need to Grey out and what is expected to be accomplished by doing this?

Currently when header and Item Incoterms are different we are getting a pop up,That header and Item Business data is different.

Thanks and Regards

Mohammed Roshan

[Lakshmipathi · Accepted solution]

Your requirement is user should not change at item level.  So you have to grey out the Inco2 field at item level only.  By doing so, whatever system fetches from master data, users wont be able to change either in creation or change mode.

G. Lakshmipathi

[Former Member · Accepted solution]

Hi Lakshmipathi,

Currently the Work around is available for the Business user to modify the Sales order item incoterms as per the Header incoterm term changes which we would like to remain as it is but it becomes cumbersome for the Business user to update Incoterm item by item so they want whatever changes to header to be automatically copied to the Line items .

Regards

Mohammed Roshan

[Former Member · Accepted solution]

Hi Lakshimipathi,

Finally we removed the Business Item check in the Item category which is causing the Header incoterms and any changes in Header incoterms to be copied to Sales Order line items as required but we have an issue where Sales Order item Pricing date is being greyed out due these changes, Currently the Sales order Pricing date is being determined through a Z table triggered from a User Exit which was also editable in Sales order item level.

Due to these new changes Sales order pricing date is being determined in the header and getting copied to the Sales order line item thus greying out the Sales order item pricing date field.

Would like to know your thoughts on how removing the Business Item check in Item category in VOV7 is causing the grey out of sales Order item pricing date, where the Business can modify on certain occasions and what would the workaround to restore the functionality of Sales order item pricing date.

Appreciate your inputs on this.

Thanks and Regards

Mohammed Roshan

[Lakshmipathi · Accepted solution]

Yes unchecking Business Item will have impact as you described.  But nevertheless, for pricing date, since already you are using zee table and fetching via some exit, you can certainly force the pricing date in sale order though it would have been greyed out, which your technical team can certainly do this.

G. Lakshmipathi

[Lakshmipathi]

The issue is due the different Division maintained for Sales order item in the Material master, which is fetching the Inco 2 from the Different Sales area for this is customer

Inco terms will always be fetched in sale order from Sold To and not based on material.  Having said this, in VA01 can you please let me know what sales area you input in the initial screen and what is the sales area for that Sold To?

G. Lakshmipathi

[Former Member]

Hi Laksmipathi,

My scenario is as below:

I am creating a Standard order for Sold to at FFSO/RT/PR and Incoterms at header is derived from Sold to Sales area at FFSO/RT/PR but we have an item having different  Division CK, due to which Inco 2 in Sales order item is being fetched from FFSO/RT/CK for the same Sold to making the VBKD data different.

Due to different Incoterms in header and Item in VBKD , Whatever changes manually we do to the header Incoterms do not get copied to Sales order item.

I have mentioned the Two Options in my earlier post which we have analyzed to correct this.

We had also suggested to the Business to correct the Incoterms in Customer master data for the Sold to's to for all Sales areas where Incoterms are differently maintained but this was rejected

Would like your advice on the Feasible Option  with the least Business impact.

Thanks and Regards

Mohammed Roshan

[Lakshmipathi]

Before proposing some suitable suggestion, can you let me know whether CMIR is not maintained which is a straight and simple solution to address this issue.

G. Lakshmipathi

[Former Member]

No CMIR is not maintained and Business do not want to go change any Master data.

They would like changes in system to correct this

Regards

Mohammed Roshan

[Lakshmipathi]

Either this could be achieved via Screen Variant (shd0) where you can grey out the said field.  Alternatitively, as you already suggested, you have to try with user exit.

G. Lakshmipathi

[Former Member]

Hi Lakshmipathi,

We did try the User exit but we are getting Different VBKD lines even through the Business data in the header and line items are the same,Would like to know of its impact  and would removing the Bussiness data allowed check mark in the item category config in VOV7 be a better option if the Business feels they do not need differnt Business data in header and item.

Regards

Mohammed Roshan

[Lakshmipathi]

Removing Business Item check is best option but as you know, this configuration change will have impact of all customers / materials.  If the requirement is only to restrict for few customers, then I would recommend to go for new item category.  Else, you can go with removing the tick for the existing item category itself.

On the other hand, try to grey out that field in VA01 and VA02 by having different authorisation role which your Basis team can try.

G. Lakshmipathi