SD business process

[Former Member]

Please give all the type of the business processes for SD with details. Please explain (eg. Third Party, Intercompany, Service) (Please explain start with what T-CODE and end with what T-CODE for process)

thanks, points will be rewarded

[Former Member]

Link: http://help.sap.com/

Path: SAP Best Practices --> Baseline Packages --> Based on SAP ECC 5.00 --> Select Country: for eg, Localized for India --> Technical Information --> Building Blocks --> Select Country for eg, India --> List of Basic Configuration & scenarios will be listed.

List of Processes:

J00: Essential Information

J02: Organizational Structure

J03: Financial Accounting

J04: Sales and Distribution

J05: Materials Management

J06: Production Planning and Control

J07: Quality Management

J08: Controlling

J09: Travel Management

J10: Asset Management

J11: Cash Management

J12: Project System

J13: Customer Service/Plant Maintenance

J14: Human Resources

J17: Profitability Analysis

J18: Product Cost Planning

J19: Batch Management

J20: Cost Object Controlling – Make-to-Order SP

J21: Cost Object Controlling – Make-to-Stock

J22: Cost Object Controlling – Repetitive

J24: SD/MM Services

J41: On-Site Repair Services

J42: Returns and Repairs at Plant

J43: Preventive Maintenance

J44: Internal Maintenance

J45: Spot Consulting

J46: Project With Fixed Price and Time and Material Billing

J47: Contract With Autocreation of Project, Downpayment

J48: Project With Intercompany Billing

J49: Procurement of Stock Material

J50: Procurement – Contract

J51: Internal Procurement (Stock Transfer With Delivery)

J52: Internal Procurement (Stock Transfer Without Delivery)

J53: Internal Procurement (Cross-Company Stock Transfer)

J54: Third Party with Shipping Notification

J55: Third Party without Shipping Notification

J56: Bought-In Item

J57: Standard Sales Order Processing

J58: Customer Consignment Processing

J59: Returns and Complaints

J60: Returnable Processing

J61: Batch Recall

J62: Cross-Company Sales Order Processing

J63: Sales Order Processing With Dummy Customer

J64: PP and Discrete Manufacturing – Make-to-Stock

J65: PP and Process Manufacturing – Make-to-Stock

J66: Make-to-Order Quotation Processing/Order Processing

J67: Repetitive Manufacturing

J82: Procurement of External Services

J83: Procurement of Imported Materials

J84: Procurement of Capital Material to Manufacturing Plant

J85: Subcontracting without Payment of Excise Duty

J86: Procurement of Trading Material

J89: Sales of Service

J91:Export Sales under Bond

J94: Excise Periodic Processing

J95: Sale at Depot

J96: Deemed Export

<b>Select the required basic configuration / scenario. These will consist of overview, configuration guide, business process, master data &so on ...........</b>

Regards,

Rajesh Banka

Reward points if helpful.

[Former Member]

Link: http://help.sap.com/

Path: SAP Best Practices --> Baseline Packages --> Based on SAP ECC 5.00 --> Select Country: for eg, Localized for India --> Technical Information --> Building Blocks --> Select Country for eg, India --> List of Basic Configuration & scenarios will be listed.

Select the required basic configuration / scenario. These will consist of overview, configuration guide, business process, master data &so on ...........

Regards,

Rajesh Banka

Reward suitable points.

• How to give points: Mark your thread as a question while creating it. In the answers you get, you can assign the points by clicking on the stars to the left. You also get a point yourself for rewarding (one per thread).

[Former Member]

Dear SS,

Hey Can I request you to please visit the website:

www.sap-img.com/sap-sd.htm

It will help you to solve your basic queries. Any specific queries can be posted here or to my mail.

Hope this helps you.

Do award points if you found them useful.

Regards,

Rakesh

P.S. you can send me a mail at my mail id rakeshsinghchauhan@gmail.com for any specific details

[Former Member]

Hi

I am giving you some information on <b>Free goods deetermination,BOM processing,

Material listing and Exclusion, Material determination,Outline agreements, Special sales order.</b>

<b>Free Goods Determination (FG)</b>

Inclusive: - Giving a free item of same material is called inclusive.

Maintaining condition records for inclusive: -

Logistics

Sales and Distribution

Master data

Conditions

Free Goods

VBN1 – Create

Enter the discount type [NA00] (Customer/Material)

Material: - enter the material, which we are giving free item.

Min quantity: - Enter the minimum quantity for which the customer how to place the order to get the free goods. [10]

From: - The free goods quantity specifies the amount for which free goods are granted in the sales documents. [10]

Unit of measure: - pc, kg, and cm….

Are free goods: - specifies how many materials we are giving as free [1]

Calculation rule: - specify pro rata basis

Free Goods: - specify [1] inclusive rebate with item generation

Exclusive: - Giving a free item of different material is called exclusive.

Maintaining condition records for exclusive: -

Logistics

Sales and Distribution

Master data

Conditions

Free Goods

VBN1 – Create

Enter the discount type NA00

Select the button exclusive

Enter the material, min quantity, for, unit of measure, additional free goods.

Additional free goods: - specifies how many additional materials we are giving as free.

Calculation Rule: - pro rata 1

Additional material free good: - Specifies the other material, which we are giving as free.

M-11, 10, 10, 1, pro rata, 2, m-10 save.

Note: - In exclusive we can also enter the same material as free item.

Note: - inclusive takes 10 as 9+1 & Exclusive takes 10 as 10 + 1.

The free goods concept is based on condition technique.

SPRO

Sales and Distribution

Basic Functions

Free Goods

Condition technique for free goods

Maintain condition tables [V/N2]

Maintain Access Sequences

Maintain Condition Types

Maintain Pricing Procedures

Activate Free Goods determination [V/N6]

We need to assign the procedure to the combination of Sales Organisation, Distribution Channel, division, Document Pricing Procedure, Customer Pricing Procedure.

<b>BOM (Bills of Material)</b>

The item category group of a BOM item must be either “ERLA /LUMF.”

Defining BOM: -

Logistics

Sales and Distribution

Master Data

Products

Bills of Material

Bill of Material

Material BOM

CS01 – Create.

Enter the Material

Enter the Plant

BOM usage [5] Sales and Distribution

Enter the component & 0.

In the component field enter the materials, which constitutes of the main material and enter the corresponding quantity.

For the BOM to be exploded in the sales document the following setting has to be done.

1) When the item Category group is “ERLA”, the item category of the BOM item is “TAQ”. In the definition of “TAQ” we need to take the value “A” Explodes single level BOM in the field structure scope.

2) If the item Category group is “LUMF”, the item category of the BOM item is “TAP”. In the definition of which the same above setting has to be done.

I) If the item category group is “ERLA”, it will bill the main item but not the components. For this the following setting has to be done.

The item category of the BOM item is “TAQ”, which is made relevant for pricing and item category of the components is “TAE”, which is relevant for pricing.

II) Item category group is “LUMF” bills components but not the main item. For this the following setting has to be done.

The item category of the main item is “TAP”, which is not relevant for pricing and item category of the components is “TAN”, which is relevant for pricing.

S & D, Sales, Assign item category group

Sales Doc Type Item Group USA Higher Level Item Item Category

OR ERLA -

---

-

---

TAQ

OR ERLA -

---

TAQ TAE

OR LUMF -

---

-

---

TAP

OR LUMF -

---

TAP TAN

IV &#61672; Inter Company Sales

<b>Material Listing and Exclusion</b>

Material listing: - whatever the materials that are placed in listing for a customer he can access those materials only.

Maintaining Records for listing: -

Logistics

Sales and Distribution

Products

Listing / Exclusion

VB01 – Create

Enter the Listing type A001and select the key combination.

Enter the customer and place the required materials in listing and save it.

Material Exclusion: -

Maintaining Records for Exclusion: -

Logistics

Sales and Distribution

Products

Listing / Exclusion

VB01 – Create

Enter the exclusion type B001

Place the required materials in exclusion.

Note: - Exclusion is given preference over listing.

This concept is based on condition technique.

SPRO

Sales and Distribution

Basic Functions

Listing / Exclusion

Sl. No. Listing Exclusion

1 Customer / Material Customer / Material

2 A – 1 A – 2

3 A001 B001

4 A002 B002

Step 1: - Maintain condition tables for listing / Exclusion [OV06]

Step 2: - Maintain Access sequences for listing / exclusion

Step 3: - Maintain listing / exclusion types.

Step 4: - Procedures for maintaining listing / exclusion

Step 5: - Activate listing / exclusion by sales document [OV04]

Material Determination: - Substituting one product with other product is called material determination.

Maintaining the records for Material Determination: -

SPRO

Logistics

Sales and Distribution

Master data

Products

Material Determination

VB11 – Create.

Enter the determination type [A001] (Material Entered).

Material Entered: - Here enter the original material which has to be substituted.

Material: - Enter the material with which we want to substitute the main material.

Reason for Substitution: - specifies the reason why the system automatically carried out material substitution.

To enter multiple materials as substitution select the icon alternative materials.

This concept is based on condition technique.

SPRO

Sales and Distribution

Basic Functions

Material Determination

Maintain prerequisites for material determination.

Create condition tables [OV16]

Maintain access sequences

Define condition types

Maintain procedure

SPRO

Sales and Distribution

Basic Functions

Material Determination

Assign procedures to sales document types [OV14]

Defining the reason for substitution: -

SPRO

Sales and Distribution

Basic Functions

Material Determination

Define substitution reasons [OVRQ]

Go to new entries and define

Substitution reason: - Specify the substitution reason [0001]

Description: - Advertising campaign

Entry: - If we check this field the system prints the name or number of the original material on the corresponding output.

Warning: - If we check this field the system displays a warning message before substituting the material.

Strategy: - Controls whether the product selection should occur automatically in the background or whether the alternative materials should be offered for a selection in dialog box.

Out come: - Controls whether the out come of product selection should replace the original entry or whether it should be recorded as a sub item of the original entry.

<b>OUTLINE AGREEMENTS</b>

1) Scheduling Agreements: - It’s an outline agreement with the customer containing the delivery dates and the quantities. These are entered as schedule lines in the scheduling agreement.

We can create the schedule lines when we create the scheduling agreement or we can create them later.

We fulfill a scheduling agreement by creating the deliveries in the schedule as they become due.

Creating a Scheduling Agreement: -

Logistics

Sales and Distribution

Sales

Scheduling Agreement

VA31 – Create

Scheduling Agreement type “DS”

2) Contracts: - These are the outline customer agreements that display when the materials or services are sold within a certain time period.

a) Quantity Contracts: - It’s an agreement that your customer will order a certain quantity of a product from the company during a specified period.

The contract contains basic quantity and price information but does not specify delivery dates or quantities.

b) Value Contracts: - It’s a contractual agreement with a customer that contains the materials or services that they may receive within a time period and “Up to a target value”.

A value contract can contain certain materials or a group of materials. [Assortment Module]

c) Service Contracts: - It’s an agreement that contains the conditions for offering a certain service to the customer. We can manage rental and maintenance contracts in the standard R/3 system.

A service contract contains validity dates cancellation conditions price agreements and the information on the possible follow up action.

d) Master contracts: - It’s a document in which we can group contracts together as lower level contracts. The master contract contains the general terms, which apply for all lower level contracts.

Creating Contracts: -

SPRO

Sales and Distribution

Sales

Contract

VA41 – Create

Contract Types: -

GK &#61672; Master Contract

NMS &#61672; Quantity Contract

ZWK1 &#61672; Value Contract

WK1 &#61672; Value Contract General

WK2 &#61672; Material relevant value contract

SC &#61672; Service and Maintain contract

<b>SPECIAL SALES ORDERS</b>

Cash Sale: - It’s an order type which we use, when the customer orders picks up the goods and pays for the goods immediately the delivery is processed as soon as the order has been entered and the billing is related to the order.

Creating Cash sale: -

VA01

Order type “CS” or “BV” and everything is same as sales order

Item Category – BVN

Note: - In BVN the field “Credit Active” is not checked.

Note: - when we save the cash sale document the system will automatically create the delivery document. For this the following customizing setting has to be done.

In the definition of the document type CS we need to take the value “X” [Create delivery immediately if the quantity conformed for today] in the field “Immediate Delivery”.

Rush Order: - In the rush order transaction the goods are delivered on the same day as the order is placed.

When we save the rush order document the delivery is automatically created and billing is related to delivery.

Creating Rush Order: -

VA01

Document type “RO”

Item Category “TAN”

Note: - For the delivery to be automatically created the following setting has

to be done.

In the definition of document type “RO” take the value “X” in the field “Immediate Delivery”

Reward if this help.

regards

rohit

[Former Member]

Hi SS,

SD process starts with

1. creation of Inquiry - VA11

2. Create Quotation - VA21

3. Create Order- VA01

4. Create Delivery - VL01N

5. Picking (create Transfer Order) - Lt03

6. Confirm TO - Lt12

7. DO PGI - VL02N

8. Create INvoice - VF01

9. POst INcoming Payment - F-28

Third-Party Order Processing with Shipping Notification:

This SAP best practice supports passing a customer order to a third-party vendor, who then ships the goods directly to the customer, bills you, and sends you a shipping notification. The shipping notification received is entered as a dummy goods receipt in consumption. This approach allows you to create the customer invoice before you receive the incoming invoice from the vendor.

The following functions are provided to support the Third Party With Shipping Notification:

Order

When the order is created, the specification of material numbers, quantity and conditions takes place at item level. As the material is not available on stock, a purchase requisition is created directly within the sales order.

Purchase Order Processing

The purchase requisition can already be automatically assigned during creation. If not, it is possible to assign the purchase requisition manually. The purchase order is created with reference to the purchase requisition. Quantity and material are transferred from the sales order. The purchase order price can also now be determined via the condition records.

Shipping Notification

When the vendor has sent the material to the customer, they will normally send you a shipping notification, which, amongst other things, contains the exact quantity of material sent. You have the possibility to enter this shipping notification into the system in the form of a dummy goods receipt. It will be posted directly in consumption so that no stocks are created. The quantity of goods received then updates the quantity to be invoiced in the sales order. Therefore, it is possible to create the customer invoice before you receive the incoming invoice from the vendor.

Billing Documents

The billing documents are created on the basis of the order. Since the vendor might not deliver the exact quantity ordered, quantity adjustment takes place via the shipping notification.

Vendor Invoice Verification

The vendor invoice verification can take place after billing. The variance in purchasing can be updated in Controlling using retroactive billing.

Controlling

The revenue and costs will be posted to CO-PA using the billing document.

Third-Party Order Processing Without Shipping Notification:

This SAP best practice supports passing a customer order to a third-party vendor, who then ships the goods directly to the customer and bills you. The vendor does not send a shipping notification. The incoming invoice from the vendor updates the billing quantity, so that you can create the customer-billing document only after entering the invoice from the vendor.

The following functions are provided to support Third Party Without Shipping Notification building block:

Order:

When the order is created, the specification of material numbers, quantity and conditions takes place at the item level. As the material is not available on stock, a purchase requisition is created directly within the sales order.

Purchase Order Processing:

The purchase requisition can be automatically assigned during creation. If this is not the case, it is possible to assign the purchase requisition manually. The purchase order is created with reference to the purchase requisition. The amount and the type of material are transferred from the sales order. The purchase order price can be determined via the condition records.

Vendor Invoice Verification:

The vendor invoice verification is to be performed before customer billing. The quantity of the invoice updates the quantity to be invoiced in the sales order.

Billing Documents:

The billing documents created are based on the sales order. Since the vendor might not deliver the exact quantity ordered, quantity adjustment takes place via the vendor's invoice.

Controlling:

The revenue and costs will be posted to CO-PA via the billing document

Stock Transfer Order:

Whenever you need to transfer the materials from one plant to another plant belonging to one company or belonging to two company code stock transfer order is raised by the delivering company.

Transfer of goods from one location to another location,it may be between plants within the same company code or in different company code's plants.

within the company code, bet plants, receiving plant will raise the STO in Supplying/issuing plant-ME21n,

Supplying plant will deliver the goods to receiving plants , then we need to pick n post the Goods Issue-VL02n, nw when we can observe that the STO qty will be added into receiving plant and reduced in Delievering plant.

To do this, we need do prior customizatin in SPRO-IMG,-material should be created in both plants( receiving & Supplying)

-maintaing the stock only in supplying plant

-create a dummy customer in supplying plant's sales area(if u have one sales area, create in tat comp code n sales area)

-Assign this customer number to receiving plant's details along with the sales area,

-Assign the STO doc type(UB) to Supplying plant, along with checking rule

-Assign the Del type (NL/NLCC) to Supplying n receiving plant.

You create a STO from MM route i.e., ME21N and then enter the details of the supplying,receiving plant and the materials.Once you complete the STO,then it goes for a delivery followed by an intercompany invoice.

Remember that the Material should be there in BOTH supplying and receving plant.

Internal Procurement (Stock Transfer With Delivery):

In a company, goods movements do not only occur in the form of goods receipts and goods issues. Depending on the organization of the company (for example, decentralized storage) and its sales policy, internal stock transfers might also be necessary.

The stock transfer with delivery is a plant to plant scenario. You are posting a goods issue in plant BP02 and a goods receipt in plant BP01.

This type of stock transfer can only be carried out from unrestricted-use stock of the issuing plant to unrestricted-use stock of the receiving plant.

You post the placement into storage at the receiving plant in a second step. Only then is the event completed and the transferred quantity part of unrestricted-use stock.

Functions:

• Creating a Planned Independent Requirement

• Creating a stock transport order in plant BP01

• Generating a delivery in plant BP02

• Picking of the material and posting the goods issue in the delivering plant

• Posting the goods receipt in the receiving plant

Note: The quantity posted from stock is first of all managed as stock in transit of the receiving plant. Only once the goods receipt has been posted is the quantity posted to the unrestricted-use stock of the receiving plant. This enables the quantity "on the road" to be monitored.

The transfer posting is valuated at the valuation price of the material in the issuing plant.

Delivery costs can be entered in the stock transport order.

Internal Procurement (Stock Transfer without Delivery):

The cross-plant, internal procurement of materials can be carried out within one company code (intercompany) or by using several company codes (cross company). This process can be dealt with using standard functions such as material requirements planning, purchase requisition, stock transport order, transportation planning and the handling of internal deliveries.

The following functions are provided to support the Internal Stock Transfer without Delivery:

• Create Stock Transport Order

• Post goods issue for stock transport order

• Post goods receipt for stock transport order

Note: Quantity "on the road" can be monitored

Delivery costs can be entered in the stock transport order

Internal Procurement (Cross-Company Stock Transfer):

You post a stock transfer from company code to company code the same way as you post a stock transfer from plant to plant, except that both plants belong to different company codes.

During the stock transfer, two accounting documents are created in addition to the material document:

-An accounting document for the removal from storage at the issuing company code

-An accounting document for the placement into storage at the receiving company code

The stock posting is offset against a company code clearing account.

To display the value of the cross-company-code stock in transit with a report, choose Environment à Stock à Stock in transit Cc.

The following functions are provided to support the cross company stock transfer:

• Create sales order to customer

• Run single-level MRP

• Creating a purchase order

• Creating delivery

• Picking and post goods issue

• Posting goods receipt

• Create inter-company billing document

• Invoice receipt

• Create delivery, picking and post goods issue to customer

• Billing

Notes: The issuing plant enters a delivery for the stock transport order and a billing document. This is an inter-company billing document (billing type YBIV). Pricing takes place as normal.

When the goods arrive, the receiving plant posts a goods receipt for the purchase order. The unrestricted-use stock increases and an accounting document is created.

The invoice is checked with reference to the purchase order.

Stock transport order processing in receiving plant

Delivery processing in supplying plant Picking batch determination in delivery Goods issue processing in the supplying plant Billing processing in supplying plant

Goods receipt processing in receiving plant Invoice verification processing in receiving plant Purchase order monitor processing in receiving plant

Reward points

Regards,

Govind.

[ravi_kumar100]

Hi,

For SD Business Process and Links type SD in the Search Field of this Forum.

Or type Ruchi Thakur in search field and find his contribution in this forum.

Regards,

Sarosh