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Business process

hello,

can U please expalin me abt the SD Business Process ?

Pls tell me the procdure for SD Steps for the config?

Ranjit

Former Member replied

dear ranjit

complete SD business process

ENTERPRISE STRUCTURE

Company Code: - It is the company for which we implement SAP.

NOTE: - It is defined by FI Consultants.

Sales Organisation: - It is the organizational unit, which is responsible for the sales activities in the company.

Distribution Channel: - It is the channel through which goods are reaching the customers.

Divisions: - The range of products or services that the company manufacturing falls into different divisions.

Sales Area: - It is the combination of sales Organisation, distribution channel and Division.

Sales Line: - It is the combination of Sales Organisation and distribution channel.

Sales Office: - It is the Geographical aspect of the structure.

Sales Group: - The employees in a sales office can be divided into different sales groups.

Plant: - The factory is called the plant in SAP.

RELATIONSHIPS:

Company code to Sales Organisation: - One company code can have many sales organizations. But one Organisation has to be assigned to one company code. So the relation is one to many.

Sales Organisation to Distribution channel: - One Organisation can have many distribution channels. One Distribution channel can be assigned to many organizations, so the relation is Many to Many.

Sales Organisation to Division: - One Organisation can have many divisions. One division can be assigned to many organizations. So the relationship is Many to Many.

Distribution channel to Division: - One Distribution channel can have many divisions. One division can be assigned to many Distribution channels. So the relationship is Many to Many.

NOTE: - Division is always Organisation specific.

NOTE: - If sales Organisation wants to use a plant that plant must be

assigned to the Sales Organisation.

Logistics

Sales and Distribution

Basic Function and Master Data in Sales and Distribution

Master data in Sales and Distribution

Organisational Structures

Organisational Structures in Sales and Distribution

Defining Sales Organisation: -

SPRO

Enterprise Structure

Definition

Sales and Distribution

Define Copy, Delete, Check Sales organization [EC04]

Go to Define Copy, Delete, Check Sales organization,

Go to Copy Organisational Object,

Come back

Define Sales Organisation

Select defined sales Organisation and go to details.

Select the Address icon & maintain the details and save it.

NOTE: - To unlock the locked data use the Transaction code SM12.

Rebate Process Active: - It controls whether rebate processing is active for a particular sales Organisation.

Defining Distribution Channel: -

SPRO

Enterprise Structure

Definition

Sales and Distribution

Define Copy, Delete, Check Distribution Channel [EC05]

Go to Define Copy, Delete, Check Distribution Channel

Go to Copy Organisational Object,

Come back

Go to Define Distribution Channel

Select defined sales Organisation and give the required name and save it.

Defining Division: -

SPRO

Enterprise Structure

Definition

Sales and Distribution

Define Copy, Delete, Check Division [EC06]

Go to Define Copy, Delete, Check Division

Go to Copy Organisational Object,

Come back

Go to Define Division

Select defined division and give the required name and save it.

Defining Sales Office: -

SPRO

Enterprise Structure

Definition

Sales and Distribution

Maintain Sales Office

Go to New entries and define the sales office

Go to Address Icon and maintain the details and save it.

Defining Sales Group: -

SPRO

Enterprise Structure

Definition

Sales and Distribution

Maintain Sales Group

Go to New entries and define the Sales Group

Go to Address Icon and maintain the details and save it.

Defining a Plant: -

SPRO

Enterprise Structure

Definition

Logistics General

Define, Copy, Delete, Check Plant [EC02]

Go to copy organisational object

Come back

Go to Define Plant

Select the defined Plant and go to details Address and Maintain Details and Edit details and save it.

Defining Company Code: -

SPRO

Enterprise Structure

Definition

Financial Accounting

Edit Copy, Delete, Check Company code [EC01]

Go to Define Company and save it.

Assigning Sales Organisation to the Company Code: -

SPRO

Enterprise Structure

Assignment

Sales and Distribution

Assign Sales Organisation to Company Code [OVX3]

Select the Company Code and go to assign from the list of sales Organisations and select required Sales Organisations and assign and save it.

Assigning Distribution Channels to Sales Organisations: -

SPRO

Enterprise Structure

Assignment

Sales and Distribution

Assign Distribution Channels to Sales Organisation [OVXK]

Select the Sales Organisation and go to assign from the list of the Distribution Channels and select required Distribution Channels and assign and save it.

Assigning Division to Sales Organisations: -

SPRO

Enterprise Structure

Assignment

Sales and Distribution

Assign Division to Sales Organisation [OVXA]

Select the Sales Organisation and go to assign from the list of the Divisions and select required Divisions and assign and save it.

Defining Sales area: -

SPRO

Enterprise Structure

Assignment

Sales and Distribution

Setup Sales area [OVXG]

Select the Sales Organisation and assign Distribution channels

Select the distribution channel and assign the divisions and save it.

Assigning Sales Office to Sales area: -

SPRO

Enterprise Structure

Assignment

Sales and Distribution

Assign Sales Office to Sales are [OVXM]

Select the required Sales Area and assign the Sales Office.

Assigning the Plant to the Company Code: -

SPRO

Enterprise Structure

Assignment

Logistics General

Assign Plant to Company code [OX18]

Select the Company code and assign the required Plants.

Assigning the Plant to Sales Organisation: -

SPRO

Enterprise Structure

Assignment

Sales and Distribution

Assign Sales Organisation – Distribution Channel – Plant [OVX6]

Select the required sales line and assign the required Plants.

2. MASTER DATA (MD)

Master Data is divided into:

Customer Master Data

Material Master Data

Conditions Master Data

Customer Material Information Record

1. Customer Master Data: -

Logistics

Sales and Distribution

Master Data

Business Partner

Customer

Create

XD01 – Complete

Change

XD02 – Change

Display

XD03 – Display

The Customer Master Data contains 3 screens:

a. General Data

b. Company Code Data

c. Sales Area Data

Each screen contains different tab pages; each tab page contains different fields.

a. General Data screen: -

Marketing Tab Page: -

Customer Classification: - Specifies a classification of the customer for

Ex: - classifies the customer as a bulk buyer or it can be based on turnover.

Defining Customer Classification: -

SPRO

Sales and Distribution

Master data

Business Partner

Customers

Marketing

Define Customer Classifications

Go to new entries and define and save it.

Unloading Points Tab page: -

Unloading Point: - Specifies the point at which the material is to be unloaded.

Goods Receiving Hours: - Specifies the timings in which the customer can receive the goods.

Defining Goods Receiving Hours: -

SPRO

Sales and Distribution

Business Partner

Customers

Shipping

Define Goods Receiving Hours [OVSC]

Go to new entries and define and save it.

Contact persons tab page: - Enter the contact persons of the customer.

a. Company Code Data Screen: -

Account Management tab page: -

Reconciliation Account: - The Reconciliation account in General Ledger accounting is the account, which is, updated parallel to the sub ledger account for normal postings.

Payment Transactions tab page: -

Terms of Payment: - Specifies the key for defining payment terms composed of cash discount percentages and payment periods.

Defining terms of payment: -

SPRO

Sales and Distribution

Master Data

Business Partners

Customers

Billing Documents

Define terms of payment

Go to new entries and define and save it.

Payment History Record: - If we check this field the payment history of the customer will be recorded in his credit management.

To change the customer details go to xd02 and change the values and save it.

b. Sales Area Data Screen: -

Sales Tab Page: -

Sales District: - Specifies in which district the customer is there.

Before specifying the sales district we should define the sales district.

Defining Sales District: -

SPRO

Sales and Distribution

Master Data

Business Partners

Customers

Sales

Define sales district [OVR0]

Go to new entries and define and save it.

Customer Group: - Identifies a particular group of customers (for Ex: -wholesale or Retail) for the purpose of pricing or generating statistics.

Defining Customer Group: -

SPRO

Sales and Distribution

Master Data

Business Partners

Customers

Sales

Define customer groups [OVS9]

Go to new entries and define and save it.

Customer Pricing Procedure: - This field along with few other fields determines the pricing procedure that is given to a customer. [1]

Shipping Tab Page: -

Shipping Conditions: - This field along with few other fields determines the shipping point that is proposed by the system.

Defining Shipping Conditions: -

SPRO

Logistics Execution

Shipping

Basic shipping functions

Shipping point and goods receiving point determination scheduling

Define shipping conditions

Go to new entries and define and save it.

Delivering Plant: - Specifies the plant from which the goods should be delivered to the customer.

Order Combination: - If we want to combine multiple orders for the customer to create a single delivery we need to check this field.

Partial delivery per Item: - Specifies whether the customer requires full or partial delivery for the item.

Maximum partial delivery is 9.

Billing Documents Tab Page: -

Rebates: - If the customer wants to receive the rebates check this field.

If we check this field the customer can get rebates from the company.

Incoterms: - Incoterms specifies certain internationally recognised procedures that the shipper and the receiving party must follow for the shipping transaction to be successfully completed.

Account Assignment Group: - This field along with few other fields determines the General Ledger Account to which the sales values are to be posted.

Tax classification: - Specifies whether the customer is liable for tax or not.

Partner Functions Tab Page: -

Sold-to-Party (SP): - The customer who is placing order with the company.

Ship-to-Party (SH): - The customer who is receiving the goods.

Bill-to-Party (BP): - The customer on whom the bill is raised.

Payer (PY): - The customer who pays the bill.

Creating the Customer: -

Logistics

Sales and Distribution

Master Data

Business Partner

Customer

Create

XD01

Change

XD02

Display

XD03

Enter the Account Group [Here specify whether the customer is a SP, SH, BP or PY]

Enter the Account Group

Enter the Company Code

Enter the Sales Area

NOTE: - If we get the error sales area is not defined for the customers.

SPRO

Sales and Distribution

Master data

Define common distribution channels [VOR1]

And also go to

Define common divisions [VOR2]

Defining Account Groups: -

SPRO

Financial Accounting

Accounts Receivable and Accounts payable

Customer Accounts

Master Data / Records

Preparations for creating customer master data / record

Define account groups with screen layout (customer)

0001 Sold-to-party

Ship-to-party0002

Bill-to-party0003

0004 Payer

If the definition of the account group we can control the field status. We can make fields mandatory or optional or suppress or display mode.

Defining the number ranges for Account Groups: -

SPRO

Financial Accounting

Accounts Receivable and Accounts payable

Customer Accounts

Master Data / Records

Preparations for creating customer master data / record

Create number ranges for customer accounts [XDN1]

Go to change intervals

Select the button insert interval and define a number range.

NOTE: - If we check the field external for a number range it becomes an external assignment. Otherwise it becomes internal assignment.

Assigning the number ranges for Customer Account Groups: -

SPRO

Financial Accounting

Accounts Receivable and Accounts payable

Customer Accounts

Master Data / Records

Preparations for creating customer master data / record

Assign number ranges for customer account groups.

Assign the required number range to the account group.

Partner determination procedure: -

SPRO

Sales and Distribution

Basic Functions

Partner determination

Setup partner determination

Select setup partner determination for customer master

Step 1: -

Defining the Partner Functions: - Here we must not define any partner function.

Go to partner functions.

While defining the partner functions if we check the field “Unique” that partner faction has to be unique in the customer master i.e. we cannot have multiple partners of that function in a customer master.

Step 2: -

Assigning the partner functions to the Account group: -

Go to account group’s function assignment.

Go to new entries and assign the required partner functions to the required account group and save it.

Step 3: -

Defining the partner determination procedure: -

Go to partner determination procedures

Go to new entries and define and save it

NOTE: - Procedure contains all the required partner functions.

Step 4: -

Placing the required partner functions in the procedure: - select the defined procedure and go to partner functions in procedure.

Go to new entries and place the partner functions

If we check the field “Not Modifiable” for a partner function it cannot change in the customer master.

If we check the field “Mandatory Function” it becomes a mandatory in the customer master and save it.

Step 5: -

Assigning the procedure to the Account Group: - Go to partner determination procedure assignment. Assign the procedure to the account group and save it.

2. Material Master Data: -

Logistics

Sales and Distribution

Master Data

Products

Material

Other Material

Create

MM01

Change

MM02

Display

MM03

Material master contains different views.

Enter the material number

Enter the industry sector

Enter the material type

Go to select views

Select the following views:

Basic Data 1

Basic Data 2

Sales Organisation Data 1

Sales Organisation Data 2

Sales General and plant data

Sales text

MRP 1

Accounting 1 and select organisational levels

Enter the plant

Enter the sales Organisation then distribution channel

Basic Data 1: -

Base unit of measure: - Specifies the unit of measure in which stocks of the material are managed.

Material Group: - Key that we use to group together several materials or services with the same attributes.

Defining Material Group: -

SPRO

Logistics General

Material Master

Setting for key fields

Define Material groups [OMSF]

Division: - Specifies in which division the material falls.

Gross Weight and Net Weight: - Specify the weight of the material.

Weight Unit: - Specifies the weight unit.

Sales Organisation Data 1: -

Base Unit of Measure: -

Sales Unit: - Here enter the unit of measure in which the material sold. We need to enter a value in this field if the sales unit differs from base unit of measure.

Note: - If the sales unit differs from the base unit we can maintain the conversion factors. To see that information go to additional data.

Delivering Plant: - Specifies the plant from which the material is delivered to the customer.

Cash Discount: - If we check this field we can give cash discounts for this material.

Tax classification: - Specifies whether the material is liable for tax or not.

Note: - To leave the tax both the customer and the material must be liable for tax.

Minimum Order quantity: - Specifies the minimum quantity in the base unit of measure that a customer may order for base material.

Minimum Delivery quantity: - Specifies the minimum quantity that can be delivered to the customer.

Rounding Profile: - Key that the system uses to adjust the order proposal quantity to the deliverable units.

Sales Organisation Data 2: -

Account assignment Group: - This field along with other fields determines the General Ledger Accounts to which different sales values are to be posted.

Item Category Group: - It determines the nature of the material we are defining.

Ex: -

Standard ItemNORM

Service or DeliveryLEIS

Third partyBANS Item

BOM ItemERLA/LUMF

PackagingVERP

Sales general / plant: -

Availability check: - Specifies whether and how the system checks the availability of the material and generating the requirement for the materials planning.

Batch Management: - Specifies whether the material is managed in Batches.

Transportation Group: - Grouping of the materials that share the same transportation requirement

Defining Transportation Group: -

SPRO

Logistics Execution

Shipping

Basic shipping functions

Routes

Route determination

Define transportation Group

Loading Group: - Grouping of the materials that share the same loading requirement.

Defining Loading Group: -

SPRO

Logistics Execution

Shipping

Basic Shipping Functions

Shipping point and Goods Receiving point determination scheduling

Define loading Group

MRP: - Material Requirement Planning

MRP 1: -

MRP Type: - Specifies how the requirement of the material can be planned.

Accounting 1: -

Valuation Class: -

Note: - Before creating the material master we should activate company code for material master.

Maintain Company codes for Material Management: -

SPRO

Logistics General

Material Master

Basic settings

Maintain company codes for material management [OMSY]

Define Storage Location: -

SPRO

Enterprise Structure

Definition

Materials Management

Maintain storage location [OX09]

Enter the plant number

Go to New entries

Extending the Organisational views for the Material Master: -

MM01-Create.

Enter the material, which you have already created.

Copy from material = material

Select the organisational views

Select the organisational levels

In the copy from fields enters the values in which the material has been already created.

In the fields on the left side of the screen enter the values to which we would like extend the material.

3. Customer Material Information Record: - We need to maintain this record then the customers are having their own names for the material rather the original names.

Note: - We need to enter the customer material number in the sales order on

the “Ordering Party” tab page, when we enter the customer material number in the sales order the system will automatically take the original material number.

Creating Customer Material Information Record: -

Logistics

Sales and Distribution

Master Data

Rebate Arrangements

Customer Material Information

VD51 – Create.

Material Number: - In this field enter the original name of the material

Customer Material: - Here enter the material number by which the customer places order.

Creating Sales Order: -

Logistics

Sales and Distribution

Sales

Order

VA01 – Create

Enter the order type “OR” & Enter the sales area.

Note: - To maintain the currency conversion rates use the transaction code

OC41.

4. Conditions Master Data: -

Condition Elements: -

a. Price

b. Discount or Surcharge

c. Tax

d. Freight

Ex: - for Condition Types: -

PricePR00

Material DiscountK004

Customer DiscountK007

CustomerK005 Material Discount

FreightKF00

Maintaining the values for these condition types is called condition records.

Maintaining the condition records for condition types is conditions master data.

Maintaining Condition Records: -

Logistics

Sales and Distribution

Master Data

Conditions

Selecting using condition type

VK11 – create

Enter the condition type for which you are maintaining conditions Record.

Select the required key combination

In the material field enter the material for which we are maintaining the conditions record.

Enter the amount the system will automatically take currency and the calculation type.

Valid on and valid to: - The condition record is valid for those orders, which comes from the customer in the specified validity period.

Scales: - If we want to reduce or increase the amount as the quantity is increase select the condition record and go to scales.

Note: - Don’t enter any value in the first line.

Setting upper limit and lower limit: - Select the condition record and go to details.

Note: - The price information in the sales order can be seen on the conditions tab page.

3. SALES DOCUMENT PROCESSING (SDP)

Structure of the Sales Document:

Header Data: - The general data that is valid for the entire document is recorded in the document header. For Ex: - Sold-to-party, Ship to party, Document date….

Item Data: - The data in the document header applies to all items in the document but same data applies only two specific items. This data is stored at item level.

Ex: - Material number, order quantity, ship to party, pricing, plant and

storage location.

Scheduling Line Data: - It gives the information about the delivery dates and the corresponding conformed quantities.

Note: - An item can have multiple schedule lines.

To see the header data in the sales document. Select the Icon “Display Document Header Details” or select “Go to Header and select any tab page”.

To see the Item data select “Go to Item and select any tab page” or double click on the item.

Note: - To Change the Ship to party at the item level select the partner

tab page and change it.

To see the schedule line data go to item data and select the tab page schedule lines.

Creating the Sales Documents with Reference:

Creating Quotation: -

Logistics

Sales and Distribution

Sales

Quotation

VA21 – Create

Creating Order with reference to Quotation: -

Logistics

Sales and Distribution

Sales

Order

VA01 – Create

Enter the order type “OR” and the sales area.

Select the button Create with Reference.

Specify the quotation number and say copy.

Document Flow: - When we create the documents with reference to some preceding documents it forms a document flow. In this flow if we know one document number with the help of “Document Flow”. We can know the remaining document numbers.

Note: - To See the remaining document numbers, go to the any sales

document in the flow and select the icon “Display document flow”.

Note: - If we get the error the order type is not defined for sales area.

SPRO

Sales and Distribution

Sales

Sales documents

Sales documents header

Assign sales area to sales document types

Sales Document Types: -

SPRO

Sales and Distribution

Sales

Sales Document

Sales Document Header

Define Sales Document type [VOV8]

Ex: -

IN Inquiry

QuotationQT

OrderOR

Returns sales documentsRE

CS Cash Sale

Rush OrderRO

Scheduling AgreementDS

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: -

InquiryA

QuotationB

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.

Outbound delivery with reference toEx: - LF 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: - InvoiceF2

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: -

InquiryAFN

AGN Quotation Standard Item

Sales OrderTAN

INAFNN

QT FreeAGNN of charge Item

ORTANN

Third Party ItemTAS

Defining Item Categories: -

SPRO

Sales and Distribution

Sales

Sales Documents

Sales Document item

Define item categories

Functionality of the Item Categories: -

Billing Relevance: - Specifies the reference document to create the billing document.

Pricing: - Specifies whether an item is relevant for pricing or not

Business item: - If we check this field during the sales order processing the business data that we enter an item is allowed to differ from the business data in the header.

Schedule Line allowed: - Indicates whether we can create schedule lines for the item.

Item relevant for delivery: - Indicates whether a text item is relevant for delivery processing.

Note: - We need to check this field in the item category “TATX”. Which is

for text items.

Returns: - If we check this field it becomes a returns item.

Note: - We need to check this field in the item category “REN”. Which is

for returns.

Weight / Volume Relevant: - Indicator that controls whether the system calculates weight and volume for the item in the sales document.

Credit Active: - Indicates whether the credit management functions are active for the document items.

Determine Cost: - Indicates whether the system determines the cost of a sales document item during pricing.

Note: - The cost condition type is “VPRS”.

Automatic Batch Determination: - If we want to use automatic batch determination for materials handled in the batch active this field.

Rounding Permitted: - Indicates whether rounding is permitted or not.

Note: - Depending on the rounding profile specified in the material master the order quantity can be rounded in the sales order.

Order Quantity = 1: - If we check this field the order quantity for each line item is limited to one.

Item Category Determination: -

SPRO

Sales and Distribution

Sales

Sales Documents

Sales Document Item

Assign Item Categories

We have to assign the item category to the combination of

Sales Document type

Item category group

Usage

Higher lever item category

Schedule line categories: -

Defining Schedule line categories: -

SPRO

Sales and Distribution

Sales

Sales Documents

Schedule Lines

Define schedule line categories [VOV6]

CS Third party item

Inquiry schedule lineAT

Sales orderCP, CV, CN schedule lines

QuotationBN

Functionality of a Schedule Line Category: -

Movement type: - Specifies the physical or logical movement of materials leading to a change in the stock levels or resulting in the consumption of the material.

Goods Issue Delivery601

602 Returns

Posting the stock in the plant561

Plant to plant stock301 transfer

Return of the stock transfer302

Item relevant for Delivery: - Indicates whether the item that is related to a schedule line is relevant for delivery or not.

Order type: - Specifies the order type “NB” purchase requisition.

Note: - We need to specify, “NB” in this field for the schedule line category “CS” which is used for third party item.

Requirement/Assembly: - If we check this field the transfer of requirements will take place into the inventory management for a better planning of material requirement.

Availability: - Specifies whether the system should check the availability of the material.

Schedule line category determination: -

SPRO

Sales and Distribution

Sales

Sales Documents

Schedule Lines

Assign schedule line categories

We need to assign the schedule line category to the combination of Item category and MRP Type.

NORMItem category group

Sales Document

IN

AFN

+MRP Type

AT Item Relevant Delivery

QT

AGN

+MRP Type

BN Item Relevant Delivery

OR

TAN

+MRP Type

CP Item Relevant Delivery

4. PRICING (PG)

This concept is based on condition technique.

It’s the combination of:

1) Condition Tables

2) Access Sequence

3) Condition Types

4) Pricing Procedure

1. Condition Tables: - Condition table contain the key fields for maintaining condition records. I.e. in other words condition records are stored in condition table.

Note: - A condition type can have multiple condition tables.

Note: - A condition table can be used for multiple condition types.

Defining condition tables: -

SPRO

Sales and Distribution

Basic functions

Pricing

Pricing control

Define condition tables [V/03]

Create condition tables

Enter a table number beyond 600

From the field catalogue, which is there on the right side of the screen select the required key fields.

To get the valid on / valid to fields while maintaining the condition records we need to check the field “with validity period”.

Go to icon Technical View

The fields which are marked, as footer field appears at the footer level at the condition records and the remaining fields appears at the key level.

Select the Icon Generate for generating the condition table.

To save the condition table, select the button Local object.

2. Access Sequence: - Access sequence is a search strategy with the help of which the system gets the valid condition records. It contains the required condition tables in the required order.

Note: - If required an access sequence can be used or assigned to multiple

Condition types.

Note: - The order in which the condition table are placed in access sequence

is important generally it is most specific to most generic

Defining Access Sequence: -

SPRO

Sales and distribution

Basic functions

Pricing

Pricing control

Define access sequences

Maintain access sequences

Go to new entries and define the access sequence.

Select the defined access sequence and go to accesses.

Go to new entries and place the condition tables in the required order

While placing the condition tables check the field “exclusive”. By doing so if the system finds a valid condition record in the first condition table it will not go to the next condition table

Select the condition table and go to fields the system gives the warning message “the field assignment has not yet been made” say enter till we get the fields.

Repeat the same step for all the condition tables and save it.

Note: - After defining the access sequence assign it to the corresponding condition type.

3. Condition Types: -

Defining condition types: -

SPRO

Sales and Distribution

Basic functions

Pricing

Pricing control

Define condition types.

Maintain condition types.

Functionality of a condition type: -

Access Sequence: - In this field specify the corresponding access sequence for the condition type.

Condition class: - It is the preliminary structuring of condition types.

Ex: - Surcharges or discounts and price

Plus/Minus: - If we specify negative here a condition type becomes discount and if we specify positive it becomes surcharge.

Calculation type: - Determines how the system calculates price discounts and surcharges in a condition type.

For Ex: - the system can calculate a price as a fixed amount or as a percentage based on the quantity, weight, or volume.

Condition Category: - It’s a classification of conditions according to pre-defined categories.

Rounding Rule: - The rule that determines how the system rounds of condition values during pricing.

Manual Entries: - Indicator which controls the priority with in a condition type between a condition enter manually and a condition automatically determined by the system.

Amount / Percent: - If we check this field the amount / percentage of a condition type can be change during the document processing.

Quantity Relation: - Specifies whether the conversion factors for the units of measure in the condition type can be change during document processing.

Delete: - If we check this field the condition type can be deleted during the sales document processing.

Value: - If we check this field the condition value can be changed during the document processing.

Calculation type: - If we check this field the calculation type can be change during the document processing.

Item condition: - If we check this field for a condition types it becomes item condition, which has to be enter at the item level only.

Header condition: - If we check this field for a condition type it becomes header condition, which has to be entered at the header level only

Ex: - RB00 (Discount).

Note: - After entering the header condition type click on the button activate.

Note: - The condition amount of the header condition is copied as it is to all the line items in the document

Group condition: - If we check a header condition as a group condition the condition amount is distributed proportionately among all the line items in the sales document.

Valid from & valid to: - specifies the beginning and ending of the validity date that the system automatically proposes when we create condition records for the condition types.

Scale Basis: - Determines how the system interprets a pricing scale in a condition, for Ex: - the scale can be based on quantity weight and volume.

Check value: - Indicates whether the sale rates must be entered in ascending or descending order.

Note: - Header condition won’t be having access sequence.

4. Pricing Procedure: - Pricing procedure contains all the required condition types in the required order.

Defining Pricing Procedure: -

SPRO

Sales and Distribution

Basic functions

Pricing

Pricing control

Define and assign pricing procedures.

Maintain pricing procedures

Go to new entries and define the pricing procedure.

Select the defined pricing procedure and go to control data

Go to new entries and place the required condition type in a specified order.

Step: - Specifies the number that determines the sequence of a condition type with in a procedure.

Counter: - Specifies the sequence number of a condition type with in a step in the procedure.

Condition type: - Specify the condition type.

From & To: - If you specify the reference steps in these fields, the condition values of the two steps specified and the condition values of the steps in between are totaled.

Manual: - If we check this field the condition type is only included in determination either if they are entered manually or if they are transferred from an external process such as costing.

Mandatory: - Indicates whether a condition type is mandatory when the system carries out pricing using the pricing procedure.

Statistical: - This indicator causes a condition type to be set in the document statistically only.

Print ID: - Controls the issue of condition lines when printing the documents such as order conformations or invoices. [X]

Sub Total: - Controls whether and in which fields the condition amounts or subtotals are stored.

Requirement: - For the condition type to be executed in the sales document the requirement specified here must be satisfied. [2]

Alternative calculation type: - Specifies the alternative formula to the calculation type in the standard system that determines a condition.

Alternative condition base value: - Specifies the formula for determining the condition basis as an alternative to the standard.

Account key: - This field along with few other fields enables the system to post the sales values to different General Ledger Accounts.

Ex: -

Sales RevenuesERL

Sales DeductionsERS

ERF Freight Revenue

Accruals: - This is exclusively for rebate condition types. [B001 & B002]

Key, which identifies various types of General Ledger accounts for accruals posting.

Note: - to maintain the requirements and routines use the transaction code

[VOFM]

Pricing Procedure Determination: -

SPRO

Sales and Distribution

Basic Functions

Pricing

Pricing control

Define and Assign Pricing Procedures.

Define Pricing procedure determination [OVKK]

We have to assign the pricing procedure to the combination of Sales Organisation, Distribution Channel, Division, Document Pricing Procedure and customer pricing procedure.

Sales Organisations Distribution Channels Divisions Doc. Pricing Procedure Cus. Pricing Procedure

1000 10 00 A 01 & 02

2000 12 00 A 01 & 02

PR01 PR02

Z004 K004

Z007 K005

100/- 105/-

- 2/- - 1/-

- 1% - 2%

Determination

RVAA011000 10 00

1000 10 00 RVAA01

The system takes the condition records by searching in the following way.

Pricing procedure (RVAA01):

Condition Type [PR00]

Access Sequence [PR02]

Condition Tables

Customer Material

Material

 Valid Condition Record

Valid Condition Record 

Condition Exclusion: - If we specify the exclusion for a condition type, which is below to that main condition types, in which we have given exclusion and “with the same requirement”

Note: - We can set the exclusion indicator either in the definition of condition

type or in the condition records.

Condition Supplement: - Incorporating one condition type in another condition type is called condition supplement.

For this select the condition record and go to condition supplement and enter the condition type, which is used as supplement.

Note: - To enter a condition type as a supplement in another condition type the following setting must be done.

The Pricing Procedure specified in the definition of main condition type in which we are specifying the supplement must contain the condition type, which is used as condition supplement.

Note: - condition supplements are not excluded.

5. Free Goods Determination (FG)

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.

BOM (Bills of Material)

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

Inter CompanyIV Sales

Material Listing and Exclusion

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.

Revenue Account Determination: - To which General Ledger Account the sales values are to be posted is controlled by revenue account determination.

SPRO

Sales and Distribution

Basic functions

Account assignment and costing

Revenue account determination

Assign General Ledger accounts [VKOA]

We need to assign the General Ledger account to the combination of

1) Application: - specify “V” Sales and Distribution

2) Condition Type: - Specifies condition types in the procedure if controlling is activated in the finance take the condition type “KOFK” otherwise take “KOFI”

3) Chart of accounts: - It’s a classification scheme, consisting of a group of GL Accounts.

Here we need to specify in which chart of accounts the GL Account we are assigning exists.

4) Sales Organisation: -

5) Account Assignment Group of Customer: - This is specified in the customer master data.

6) Account Assignment group of material: - This is specified in the material master data.

7) Account Key: - This is specified for each condition type in the procedure.

Sales Organisations Account Assignment Group Customer Account Assignment Group Material Account Key

1000

2000 01 Domestic

Trading Export Sales TR02

Goods

FinishedFI

Goods Sales RevenueERL

Sales DeductionsERS

APP C Type C A of Account Sales Organisation A A Customer A A Material Account Key GL Account

V KOFI INT 1000 01 TR ERL 1000

V KOFI INT 1000 01 TR ERS 2000

V KOFI INT 1000 01 FI ERL 3000

V KOFI INT 1000 01 FI ERS 4000

V KOFI INT 1000 02 TR ERL 5000

V KOFI INT 1000 02 TR ERS 6000

V KOFI INT 1000 02 FI ERL 7000

V KOFI INT 1000 02 FI ERS 8000

V KOFI INT 2000 01 TR ERL 10000

V KOFI INT 2000 01 TR ERS 20000

V KOFI INT 2000 01 FI ERL 30000

V KOFI INT 2000 01 FI ERS 40000

V KOFI INT 2000 02 TR ERL 50000

V KOFI INT 2000 02 TR ERS 60000

V KOFI INT 2000 02 FI ERL 70000

V KOFI INT 2000 02 FI ERS 80000

This concept is based on condition technique.

SPRO

Sales and Distribution

Basic Function

Account assignment and costing

Revenue account determination

Define dependencies of revenue account determination [V/14,V/12,V/13]

Define access sequences and account determination types

Maintain access sequences for account determination

Define account determination types

Define and assign account determination procedures.

Define account determination procedures

[KOFI00]

“3” Requirement Note: - KOFI

KOFK “2”Requirement

Assign account determination procedure

Assign the account determination procedure to the billing document type.

Credit Management: - It is responsible for giving the credit limits to the customers.

C.C.A

C. Code 1 C. Code 2

S. Org 1 S. Org 2

Centralized C C A

C. C. A 1 C. C. A 2

C. Code 1 C. Code 2

S. Org 1 S. Org 2

Decentralized C C A

Defining Credit Control Area: -

SPRO

Enterprise Structure

Definition

Financial accounting

Define Credit control area

In the definition of the credit control area we have a field credit limit. This is applicable to all the new customers.

Assigning the Company code to Credit Control Area: -

SPRO

Enterprise Structure

Assignment

Financial accounting

Assign company code to credit control area

Risk Category: -

SPRO

Financial Accounting

Accounts receivable and Accounts payable

Credit Management

Credit control Account

Define Risk Categories

We need to define the risk category in the combination of credit control area.

Ex: -

Low Risk

High Risk

New Customers

Credit Group: - It’s specifies the documents that should be blocked for processing if the order value exceeds the credit limit.

Defining Credit Group: -

SPRO

Sales and Distribution

Basic functions

Credit Management and Risk Management

Credit Management

Define Credit Groups

Ex: -

Credit01 Group for Sales Order

Credit Group for delivery02

Credit Group for03 Goods Issue

Assign sales documents and delivery documents.

Credit limit check for other types

Assign the credit group 01 to the sales document type.

Credit limit check for delivery types.

Assign the credit group 02 and 03 to the delivery document type.

Setting the credit limits to the customers or credit master data: -

Logistics

Sales and Distribution

Credit management

Master Data

FD32 – Change

Enter the customer

Credit control area

Select all the views

1) To set the control areacredit limit to the customer select go to

Data status.

We can specify the credit limit of the customer in the field credit limit.

Credit Horizon Date: - Specifies the date up to which the customer can use the credit limit.

Risk Category: - Assign a risk category to the customer

Sales Value: - It is the total of all order values which have not been transferred to F I, but which are taken into the consideration when checking the credit limit.

payment Control Area Data 2) Go to history

Here we can see the past payment history of the customer.

Note: - If we want to see the payment history of the customer here we need to check the field “Payment History Record” in the customer master.

Central Data General Data 3) Go to

Total Amount: - The amount in this field specifies the overall credit limit the customer may receive in all credit control areas.

Individual limit: - The amount in this field specifies the maximum credit limit the customer may receive with in a credit control area.

Defining Automatic Credit Control: - With the help of the automatic credit control we can block the documents if the order value is exceeding the credit limit.

SPRO

Sales and Distribution

Basic Functions

Credit Management and Risk Management

Credit Management

Define Automatic Credit Control [OVA8]

We need to define the automatic credit control in the combination of credit control area, risk category, credit group.

Go to new entries and define and save it.

Item Check: - If we check this field the system carries out the credit limit check when we enter the items. Otherwise the check is carried out while we save the document.

Checks: -

Static: - If we check this field the system considers all the open orders, which are there after the credit horizon date, while checking the credit limits.

Dynamic: - If we check this field the system considers out a credit limit check with in the specified credit horizon period.

Reaction: - specifies whether the system reacts with a warning or error message when the limit exceeds.

Status / block: - If we check this field the document will be blocked for processing, if the limit is exceeds.

Maximum document value: - Specifies the maximum document value for a credit check based on the value of the document.

Note: - This type of check is useful for processing the orders of the

new customers for whom the credit limits have not yet been established.

Note: - After defining the automatic credit control we need to specify it in

the field “Check Credit Limit” in the definition of the sales document type.

ATP: - Avail to promise.

Path of Availability Check: -

SPRO

Sales and Distribution

Basic Functions

Availability check and Transfer of requirements

Availability check

Availability check with ATP Logic

OUTLINE AGREEMENTS

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: -

Master ContractGK

Quantity ContractNMS

ValueZWK1 Contract

Value Contract GeneralWK1

Material relevant valueWK2 contract

Service and Maintain contractSC

SPECIAL SALES ORDERS

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”

SHIPPING (SH)

Shipping Point: - The place from where the goods are shipped to the customer is called shipping point.

Defining shipping point: -

SPRO

Enterprise Structure

Definition

Logistics Execution

Define copy, delete, check shipping point [EC07]

Copy, delete, check shipping point

Copy organisational object

Come back

Go to define shipping point

Select the defined shipping point and go to details.

Determine times: -

Determine loading time: - Specifies whether the system automatically determines a loading time when we process deliveries through the shipping point.

Loading time: - specifies the time it will take for loading of the material.

Determine pick / pack time: - Indicates whether the system automatically determines a time estimate for picking and packing when we process deliveries through the shipping point.

Pick / pack time: - Specifies the time it will take for picking and packing of the materials.

Go to icon Address and maintain the details

Assigning the shipping point to the plant: -

SPRO

Enterprise Structure

Assignment

Logistics Execution

Assign Shipping point to the plant [OVXC]

Shipping point determination: - When we create the sales documents the system will automatically propose a shipping point. For this the following setting has to be done.

SPRO

Logistics Execution

Shipping

Basic shipping functions

Shipping point and goods receiving point determination

Assign shipping point

We need to assign the shipping point to the combination of

Shipping condition

Loading group

Plant

Creating the delivery document: -

Logistics

Sales and distribution

Shipping and transportation

Outbound delivery

Create

Single document

VL01N – With reference to sales order

Step 1: - Enter the shipping point

Note: - It should be the same shipping point, which is there in the sales

Order with reference to which the delivery is created

Selection Date: - specifies the date on which the delivery can be created

Order: - Enter the sales order number for which delivery is created.

Step 2: -

Picking: - Go to the picking tab page where you can find pick quantity as “0”. The quantity has to be picking from the warehouse. For this we need to create “Transfer Order”.

Creating Transfer Order: - Go to subsequence functions in the main menu and select create transfer order.

On the create transfer order screen enter “warehouse number”

Enter the plant number

Enter the delivery document number for which we are doing picking.

When we reach the overview screen of the transfer order the quantity is completely picked.

Note: - The delivery quantity in the outbound delivery becomes the picking quantity in the transfer order. And save the transfer order

Go to VL02N

Enter the delivery document number

Go to the picking tab page where the quantity is completely picked.

Step 3: -

Post Goods Issue (PGI): - By doing the PGI we are specifying that the goods are leaving the company.

For this click on the button post goods Issue.

Effects of Post Goods Issue: -

1) The warehouse stock of the material is reduced by the delivery quantity.

2) Value changes are posted to the balance sheet account in the inventory accounting.

3) Requirements are reduced by the delivery quantity.

4) Post Goods Issue is automatically updated in the document flow.

Delivery Document Types: -

SPRO

Logistics Execution

Shipping

Deliveries

Define delivery types [OVLK]

Ex: -

Delivery With reference to SalesLF order

Delivery without order referenceLO

Returns DeliveryLR

BV Cash sale Delivery

Functionality of a Delivery Document Type: -

Document Category: - “J” for delivery.

Number Range internal Assignment and External assignment: -

Creating Number ranges for deliveries: -

SPRO

Logistics Execution

Shipping

Deliveries

Define Number ranges for deliveries [VN01]

Item Increment: -

Order Required: - Specifies whether any preceding document is required to create the delivery document.

Storage Location Rule: - specifies how the system determines the picking location when we creating a delivery without entering a storage location for the item.

Shipping point / plant / Storage conditionMALA

Plant /RETA Situation (SITUA) /storage Condition

MALA then RETA (back upMARE procedure)

Delivery split – WH Number: - If we check this field the delivery can be split based on the warehouse Number.

Automatic Packing: - If we check this field the automatic packing proposal is retrieved, when a delivery is created.

Screen Sequence Group: - “AU”

Display Range: -

Item Categories and Deliveries: -

SPRO

Logistics Execution

Shipping

Deliveries

Define Item Categories for deliveries [OVLP]

Item Category without order referenceDLN

Functionality of an item category in delivery: -

Document Category: - “J” Delivery

Material Number ‘0’ allowed: - Controls whether it makes sense to enter an items in the document without specifying the material.

Note: - It makes sense to check this field only for text items.

Check Quantity ‘0’: - Specifies whether we can enter an item that has a ‘0’ quantity and if we do how the system reacts.

Check Minimum quantity: - Specifies whether the system checks the minimum delivery quantity specified in the material master and if so determines how the system reacts if the minimum is not met.

Check over delivery: - Specifies how the system reacts when we exceed the original order quantity during the delivery processing.

Availability Check Off: - Specifies whether the system should check the availability of the material.

Rounding: -

Relevant for picking: - indicates whether the item is relevant for picking or not.

Note: - Text items or service items are not relevant for picking.

Storage Location required: - Indicates whether we must enter a storage location before we can completely process the delivery items.

Determines Storage Location: - Indicates whether the system automatically determines a storage location for the delivery item.

Don’t check storage location: - Indicates whether the system should run a check for the storage location that was determined.

Automatic Batch determination: -

Collective processing of orders: - To combine the multiple orders for creating a single delivery the following must be same.

Shipping Party

Shipping Point

Delivery Date.

Logistics

Sales and Distribution

Shipping and Transportation

Outbound delivery

Create

Collective processing of document due for delivery

VL10A – Sales orders

Enter the shipping point

Enter the delivery creation date

Enter the ship to party and execute

The system gives the list of all orders, which are due for delivery

Select the required orders and select the button create delivery in background

Select the icon log for delivery creation (Shift + F4)

It generates a group number, which contains the delivery document created.

To see the delivery document generates select the group number and select the button documents.

INCOMPLETION PROCEDURE

Incompletion procedure contains all the required fields, which are mandatory in sales document.

SPRO

Sales and distribution

Basic functions

Log off incomplete items

Define incompleteness procedures.

We need to define the incompletion procedure for the following incompletion groups

SalesA header

Sales itemB

Sales schedule lineC

PartnerD

SalesF activity

Delivery headerG

Delivery itemH

Select the incompletion group and go to procedures

Go to new entries and define the procedure.

Note: - We need to define separate procedures for each and every sales document, unless all the documents have common mandatory fields.

Select the defined procedures and go to fields. Go to new entries, and place the required fields, which are mandatory in the sales document.

select incomplete procedure Field: - F1

1) Table: - Specifies the table in which the field exists.

2) Field name: - Specifies the Field name in the table

3) Description: - description of the field

V V imp

4) Screen: - The function code displays the screen on which we can enter the incomplete data.

5) Status Group: - Specify the corresponding status group

6) Warning: - If we check this field the system gives 9 warning when the user does not make an entry in the required field.

7) Sequence: - Determines the sequence in which the system checks for the incomplete fields.

Assign incompletion procedures: -

Same path

Defining status group: -

Same path

SPRO

Sales and Distribution

Basic functions

Logoff incomplete items

Define status groups: -

Status group controls, which sub sequent documents, can be blocked for processing, if the data in the mandatory field is missing.

And go to new entries and define the status group.

1) Status group

2) General

3) Delivery

4) Billing document

5) Price

6) Goods moment

7) Picking

8) Pack

Ex: - Here if we check delivery we cannot create the delivery document if the data in the mandatory field is missing to which this status group is assigned.

BILLING (BG)

Creating billing document: -

Logistics

Sales and Distribution

Billing

Billing document

VF01 create

In the document field specifies the reference document number on the basis of which the billing document is created.

Note: - When we save the invoice the companies account is debited and the customer account is credited.

Note: - When we save the invoice one accounting document is generated this posted to FI.

To see the accounting document generated go to VF02 change and select the button accounting

The following documents will be generated.

1) Accounting documenting

2) Profit center document

3) Profitability analysis

4) Special purpose ledger

5) Controlling document

Select accounting document the go to details

Note: - The reconciliation account cannot be seen in the accounting document.

PK Posting key

For debit most IMP50

For credit40

Canceling the invoice: -

Logistics

Sales and distribution

Billing

Billing document

VF11 – cancel

In the document field specify the billing document to be cancelled and click on execute.

Note: - When we save the invoice cancellation accounting document is generated in which the values are already posted to FI are reversed.

When the accounting document is not generated try the following setting.

Go to VF02 go to billing document in the main menu and select “release to accounts”

Defining billing document types: -

SPRO

Sales and Distribution

Billing

Billing documents

Define billing types

Define billing types

InvoiceF1, F2

Cash sale invoiceBV

ProformaF5 invoice for order

Proforma invoice for deliveryF8

CreditG2 Memo

Debit memoL2

invoice cancellationS1

Credit memoS2 cancellation

Functionality of a billing document type: -

Number range inter assignment

Creating the number ranges only internal assignment: -

SPRO

Sales and Distribution

Billing

Billing document

Define number ranges for billing documents

Sales document category: - M

InvoiceM

Credit MemoO

DebitP memo

Transaction Group: -

Billing document: - 7

Item number increment: - leave it

Posting Block: - If we check this field the system blocks automatic transfer for the billing document of accounting.

Statistics: - Indicates whether the system stores the information from the billing document for the purpose of statistical analysis

Negative Posting: - Indicates that causes the transaction figure to be reset for the document item.

Cancellation billing type: - Specifies the corresponding billing document cancellation type.

Relevant for rebate: - Indicates whether the billing document is relevant for rebate purpose.

Accounting Determination Procedure: - Specify the revenue account determination procedures.

CREATING CREDIT MEMO

Create the credit memo request: -

VA01

Credit MemoEnter the order type G2 request

G2NItem Category

With reference to credit memo request create the credit memo

VF01

In the document field enter the credit memo request *** and execute

Note: - When we save the credit memo company’s account is credited and customers account is debited.

MMM VV IMP

Note: - One account document is generated which is posted to FI.

Creating Debit Memo request: - create the debit memo request

VA01

Document type L2

L2NItem category

With reference to debit memo request

Create the debit memo

VF01

In the document field enter the debit memo request and execute.

Note: - When we save the debit memo that company’s accounting is debited and the customers account is credited.

MMVVIMP

Note: - One accounting document is generated which is posted to FI.

COPING CONTROLES

Note: - This concept is dam imp we can put in resume.

To create the documents with reference to proceeding documents “copy controls” must be defined.

The coping controls can be set for the following levels.

1) Copy controls for sales documents: -

SPRO

Sales and Distribution

Sales

Maintain Copy controls for sales document

a) Copy control sales document to sales document

TargetSource

QT OR

HeaderHeader

ORQT

Item CategoryItem Category

AGN TAN

TANNAGNN

ScheduleSchedule

CP/CK/PNBN

b) Copy Control – Billing document to sales document:

Same as above

2) Copy controls for delivery documents: -

SPRO

Logistics Execution

Shipping

Copying control

Specify copy control for deliveries

The coping control defined from sales document to delivery document

Coping must be done header-to-header and item-to-item

Here number schedule are available.

3) Copy controls for Billing documents: -

SPRO

Sales and Distribution

Billing

Billing documents

Maintain coping control for billing document

a) Sales document to billing document

b) Billing document to billing document

c) Delivery document to billing document

rewards if it helps

siva

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