Order Type related Questions

[Former Member]

Hi,

Can you please guide about , the type of questions related to Order document type (also billing and delivery doc) and its configuration settings.

Please mention the CATCH questions, which could really make the difference, if replied.

As i do have the questions which are normally asked but would like the guru's to through some lights on the so called CATCH questions.

Plz do mention the answers of the same(in short).

Awaiting response.

Gaurav

[Former Member · Accepted solution]

hello, friend.

the common questions about document types are:

1. what are the uses of and differences among standard order, returns order, credit/debit memo requests, rush order, cash sales order and free-of-charge?

2. what settings make them different?

all other questions will stem from these basic ones.

regards.

[Former Member · Accepted solution]

Hi jonathan,

valuable response...thanks.

Can u plz mention, what exactly are the key settings which actually makes these 2 docs(re and or) behave different.

Thanks

Gaurav

[Former Member]

Hi,

For your question RE and OR,

basically these are two sales document types which are used in different purposes.

OR- used as a standard sales order type

RE- used as a Returns sales order type with reference to billing.

When the company sell the material to end customer they use OR and when the client returns material they use Sales document type 'RE'.

Basically there will be some standard settings to be taken care, like

For RE - Check Delivery type - LR

order related billing - RE

Delviery related billing type- RE

Screen sequence group - RE

SD document category - 'H'

For OR- Check delivery type -LF

Order relatedbilling-F2

Delivery related billing-F2

Screen sequence group - AU

SD document category - 'C'

Also remember give different numbe ranges for both types of sales documents.

I hope this will help you. If you think it is ok reward points.

bye

Anil.

[Former Member]

Thanks for the responses.

Points rewarded.

[Former Member]

Order type related questions:

Can we block a sales document type from use ?

What are the standard order types used for consignment process ?

What is the main difference between return sales order and a normal order ?

Can we create a credit memo or a debit memo without reference ?

Can we create one sales order with reference to two other sales orders ? (yes)

Where do we maintain referencing requirement for a contract ?

(at sales document level)

Can we do availabitliy check at delivery level ?

What is the use of 'storage location rule' maintained at delivery type level ?

What is the use of correction delivery LFKO?

Pls reward points if helpful

Hilda

[Former Member]

As Interviewer can question anything, we should be prepared for the same.

A short overview of SD Configuration is as under:

Enterprise Structure:

1. Maintaining Sales Organization

Sales Organization is an organizational unit responsible for the sale of certain products or services.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check Sales organization

2. Assigning Sales Organization to Company Code

This assignment ensures all the sales made through this Sales Organization are accounted for in the assigned Company Code (Company Code is created by FI Consultant).

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign Sales Organziation to Company Code

3. Maintaining Distribution Channel

Distribution Channel is the way, in which Products or Services reach Customers.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel

4. Assigning Distribution Channel to Sales Organization

This assignment ensures, a Sales Organization can supply Materials to Customers through this Distribution Channel.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution > Assign distribution channel to sales organization

5. Maintaining Division

Division is a way of grouping materials, products, or services.

IMG -> Enterprise Structure -> Definition -> Logistics - General -> Define, copy, delete, check division

6. Assigning Division to Sales Organization

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organization

7. Setting up Sales Area

All the sales are made from a particular sales Area. For creating a Sales Order Sales Area is compulsory.

IMG ->Enterprise Structure -> Assignment -> Sales and Distribution -> Set up sales area

8. Assigning Sales Organization- Distribution Channel- Plant

Plant is created ny MM Consultant.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organization - distribution channel - plant

9. Define Shipping Points

Shipping Point is the Organizational element, which is responsible for shipping the Materials to the Customers.

IMG -> Enterprise Structure -> Definition -> Logistics Execution -> Define, copy, delete, check shipping point

10 Assigning Shipping Point to Plant

This assignment ensures that goods from different Plant can be dispatched from different Shipping Points.

IMG -> Enterprise Structure -> Assignment -> Logistics Execution -> Assign shipping point to plant

Note: Ensure to do the undermentioned configuration also though it is not in Customizing node of Enterprise Structure.

11. Defining Common Distribution Channels for Master Data

Use

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Distribution Channels

Transaction Code: VOR1

12. Defining Common Divisions for Master DataUse

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Division

Transaction Code: VOR2

Pricing Procedure

In SD, Pricing Procedure is determined based on Sales Area (Sales Organization + Distribution Centre + Division) + Customer Pricing Procedure + Document Pricing Procedure. Sales Area is determined in Sales Order Header Level. Customer Pricing Procedure is determined from Customer Master. Document Pricing Procedure is determined from Sales Document Type / Billing Type (if configured). Once the pricing procedure is determined, Condition records are fetched. If appropriate condition records are found, the price is determined. If Mandatory pricing condition is missing, system will through an error message.

In SD, the steps to configure Pricing procedure are as under:

Step 1:

Condition table: If existing condition table meets the requirement, we need not create a new condition table. Considering the requirement for new condition table, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Table (select the required fields combination, which will store condition record).

Step 2:

Access Sequence: If existing access sequence meets the requirement, we need not create a new access sequence. Considering the requirement for new sequence, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Access Sequence (Access sequence is made up of Accesses (Tables) & the order of priority in which it is to be accessed. Here we assign the condition table to access sequence.

Step 3:

Condition Type: If existing condition type meets the requirement, we need not create a new condition type. Considering the requirement for new condition type, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Type. It is always recommended to copy an existing similar condition type & make the neccessary changes. Here we assign Access sequence to Condition type.

Step 4:

a. Pricing Procedure: It is recommended to copy a similar pricing procedure & make the neccesary changes in new pricing procedure. Pricing Procedure is a set of condition type & arranged in the sequence in which it has to perform the calculation. Considering the requirement for new Pricing Procedure, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Maintain Pricing Procedure.

b. Pricing Procedure: After maintaining the pricing procedure the next step will be determination of pricing procedure. Configuration for determining pricing procedure in SPRO is as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Determine Pricing Procedure.

5. Condition record: Condition record is a master data, which is required to be maintained by Core team / person responsible from the client. During new implementation, the condition records can be uploaded using tools like SCAT, LSMW, etc.

Normal Sales Order Cycle:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

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

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

3. Assign Sales Area To Sales Document Types:

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

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

Sales Document Item:

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

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

Schedule Line:

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

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

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

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

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

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

Step 3:

IMG > Sales and Distribution > Billing >

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

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

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

Note: Ensure that Copy Control settings are done

Sales Order to Sales Order (QT --> OR): VTAA

Sales Order to Delivery (OR --> LF): VTLA

Sales Order to Billing (OR --> F1): VTFA

Delivery to Billing(LF --> F2): VTFL

Billing to Sales Order (F2 --> RE): VTAF

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

Regards,

Rajesh Banka

Reward point if useful.

[Former Member]

1. Why do you need order type, and how it is different from the item category?

2. What are the main areas that order type can control?

[Former Member]

Hi,

what is the use of the Indicator in the Sales Document type.

Can anybody explain pls

Thanks & Regards

VASU