on 12-17-2007 7:30 PM
hi gurus
i need complete step in SD from start to end and we maintain and in which table it maintains.
means i need complete step and what we do there.
Dear Abhishek,
A small search on SDN SD forum will help you to answer your query.
I will suggest you to visit http://sap-img.com/sap-sd.htm. It will give you the overview of SAP SD module.
Moreover there is a separate section of FAQs with answers which will help you in great deal.
Hope this helps you.
Do award points if you found them useful.
Regards,
Rakesh
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
hi
please search in the forum specifically what u requires using the search option
please gothrough this total SD structure
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 groups 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: - Dont 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: - Its 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: - Its 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.
Its 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: - Its 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 wont 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: - Its 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: - Its 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: - Its 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: - Its 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: - Its 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: - Its 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: - Its 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: - Its 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.
Dont 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
😎 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 companys 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 companys 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
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
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
User | Count |
---|---|
98 | |
11 | |
11 | |
6 | |
6 | |
4 | |
4 | |
3 | |
3 | |
3 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.