Total steps involved in the customization of new order type

[Former Member]

I am looking for steps involved in the customization of new order type.

[Former Member]

hi anil,

depeding on the scenario select whic of the available standard order types are close to your requirement and just copy them. Make the necessary modifications. Generally these modifications will be less in number as compared to the functionality which is already available. so its a better option to do it this. Because at the background there would be a lot of configuration linking plenty of tables, so it might just cause some unforeseen problems in the future doing it from scratch. However even while copying a standard order type the system asks if it has copy all the dependant data like copy controls, item categories etc.

Hope it helps you.

Thanks

Sadhu Kishore

[Former Member]

Normal Sales Order Cycle:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.

3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3:

IMG > Sales and Distribution > Billing >

1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Number Range For Billing Documents: Ensure to maintain number range.

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

The configuration differs from scenario to scenario & requirement of the client.

Regards,

Rajesh Banka

Reward points if helpful.

[Former Member]

Hi Anil,

Before configuring a new order type decide on the Delivery type & Billing type that you will require for the new order type.

a) Go to VOV8 and copy a existing order type and rename as per your requirement.

b) Here you have to majorly pay attention to No. range assignment and Doc pric proc.

c) Enter the delivery type & Billing type in VOV8 for the new order type.

d) After you save the new Order type you can use the assigned Doc pric procedure for determination of Pricing procedure for the new order type.

e) Also do not forget to assign a number range for the new order type in VN01.

Hope the above is what you are looking for.

Reward if it helps you!!

Rgds,

Ajinkya

[Former Member]

hi Anilkumar,

Well to customize new order type u can copy the existing one and give it a new code starting with Y/Z.

Check the settings what all u require, save it.

Remember to check the settings for copy control for that doc. tpye.

regards

vandana arora

[reazuddin_md]

Hi,

to configure new order type,

u can either copy from the existing order type or create your own by going to new entries,

as we know, order type controls the sales document header while running the business,

first define ur doc type n save it,

to save a new order type,

sales doc categroy,

screen sequence group

transaction group are mandatory fields,

after that configure the basic functions with respective to the new order type

like:

partner determination for sales doc header-VOPA,

Output determination

Text determination

Incompletion log etc..,

*Hope this adds info

[Former Member]

Hi VNK Following document will u in same.

Sales Document Types: -

SPRO

Sales and Distribution

Sales

Sales Document

Sales Document Header

Define Sales Document type [VOV8]

Ex: -

IN  Inquiry

QT  Quotation

OR  Order

RE  Returns sales documents

CS  Cash Sale

RO  Rush Order

DS  Scheduling Agreement

Functionality of the sales document type: -

Sales Document Category: - It’s a classification for the different types of documents that we can process in the sales and distribution system

Ex: -

A  Inquiry

B  Quotation

C  Order

Sales Document Block: - Determines whether the sales document is blocked for use. If we block a sales document type users cannot create new sales documents of this type.

Number range internal assignment and Number range external assignment: - Number that determines how the documents are to the numbered by the system. It indicates which number range is relevant for document type.

Creating Number ranges for sales Documents: -

SPRO

Sales and Distribution

Sales

Sales Documents

Sales Document header

Define number ranges for sales documents [VN01]

Item Number Increment: - Specifies the increment by which you want the item numbers in the sales document to increase when the system automatically generates the item number.

Sub Item Increment: - This is for sub items.

Reference Mandatory: - Indicates whether a reference document is mandatory when we create a sales document. If so the indicator also specifies which type of reference document we should use.

Item Division: - If we check this field the division at the item level is proposed from the material master record of the item otherwise the division we enter in the sales document header also counts for all the items.

Check Division: - Controls how the system reacts during the sales order processing when the division at the item level differs from the division in the document header.

Read Info Record: - Determines whether the system read the customer material information record for the sales document type.

Check Credit Limit: - Specifies whether the system runs credit checks and how it response to the check during the sales order processing.

Check purchase order number: - Specifies whether the system should check if the purchase order number entered is already existing for other sales document.

Screen Sequence Group: - Controls which screen we see during a particular transaction and in which sequence they appear.

Transaction Group: - It’s a grouping that allows you to control certain characteristics of a transaction according to sales document type.

Document Pricing Procedure: - This field along with few other fields determines the pricing procedure that is proposed by the system.

Display Range: - Specifies whether the system displays only main items or sub items or all the items in the sales document.

F code for over view screen: - Determines which overview screen we reach during the sales order processing after we enter the data in the initial sales document screen.

Quotation Messages: - Set an indicator here if you want to receive a message informing you that open quotations exist when we create a sales document. Depending on the indicator we select the system searches for open quotations in the sales document either at the header level for the customer or item level for the material.

Outline agreement messages: - This is for agreements.

Incomplete Messages: - Specifies whether an incomplete document can be saved. If we check this field we cannot save the incomplete document until we enter the missing data.

Delivery type: - specifies the corresponding delivery document type for the sales document.

Ex: - LF  Outbound delivery with reference to order.

Delivery Block: - Indicates it the entire sales document is blocked for delivery.

Shipping Conditions: - If we specify the shipping condition here the value from the customer master record is over return by this value.

BILLING: -

Delivery related billing type and order related Billing type: - Specifies the corresponding billing document types.

Ex: - F2  Invoice

Billing Block: - Indicates whether the item is blocked for billing or not.

Propose Delivery Date: - If we check this field the system automatically proposes the current date as the delivery date.

Lead-time in days: - Specifies the number of days after the current date that the sales document uses for the proposal of the requested delivery date.

Propose P O Date: - If we check this field the system automatically proposes the current date as the purchase order date.

Contract Data allowed: - This field controls whether we can enter the contract data for the sales document type.

Item Categories: -

AFN  Inquiry

AGN  Quotation Standard Item

TAN  Sales Order

AFNN  IN

AGNN  QT Free of charge Item

TANN  OR

TAS  Third Party Item

Reward to encourage

[Former Member]

Hi anil,

goto VOV8 and select order type and copy with Z.. and assign doc type to sales area....

Ramki