Configuring New Sales Document type - Steps ( Sales, Billing, Delivery)

[Former Member]

Dear Gurus

i have worked out the congiguring New sales Document type - Steps ( from Sales Order > Billing > Delivery ). Please forward if you have some sort of configuration summary steps for this.

Regards\Adnan

[Lakshmipathi · Accepted solution]

Dear Adnan

Please go through this link

[SD Configuration|http://azapoetrikoe.files.wordpress.com/2007/12/sd-overviewdoc-config.pdf]

thanks

G. Lakshmipathi

[Former Member]

Normal Sales Order Cycle:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

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

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

3. Assign Sales Area To Sales Document Types:

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

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

Sales Document Item:

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

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

Schedule Line:

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

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

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

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

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

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

Step 3:

IMG > Sales and Distribution > Billing >

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

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

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

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

[Former Member]

Hi ,

Find below,

SALES ORDERS

Sales order:

It is an agreement between a sales organization and a customer for the supply of services or products over a specific period of time and in certain quantities.

Origin of data:

· Data from master records.

· Data from the system

· Data from the preceding documents.

Structure of sales order:

Header, item and schedule lines.

How the sales document is controlled.

· According to the sales document type

· According to the item category.

· According to the schedule line category.

Sales document:

It is defined as how the data is to be functioned, how it is to be displayed and pricing procedure and output soon.

T.C:VOV8

Sales document are grouped into four categories.

1. Presales documents: Inquiry and quotations

2. Standard order and special order like cash sales and rush order.

3. Outline agreements: contracts and scheduling agreements.

4. Problems and complaints: credit and debit memo, returns, and free of charge subsequent deliveries.

Item category: TC: VOV7

Controls the sales documents and effects the schedules.

Item category determination:

Sales document type + Item category group + Item usage +Higher level item category.

Schedule line category: TC: VOV6

It is responsible for delivery dates and delivery quantities.

Schedule line category determination.

Item category +MRP TYPE.

Basic functions of sales order:

F Monitoring the sales transactions.

F Checking for availability.

F TOR to MRP.

F Delivery scheduling.

F Calculating prices and taxes.

F Checking credit limit.

F Creating printing and electronic transmitted documents.

Step 1: to create the sales document type : t.code: vov8

Go for position and type OR

Select the line OR and go for details and say copy

say yes this document (AOR) is also relevant for copying and then save it

u will see the below screen say yes

Step 2. define number ranges for the sales documents

create the number ranges

assign the number ranges to the sales document type (AOR)

step 3: order reason

assign sales area to sales document type

Click combine sales organizations

Save and come back and click combine distribution channel

Save and come back and click combine divisions

Save and come back and click assign sales area to sales document type

Define item category T.Code: VOV7

go for position select the line TAN and go for details and say copy

give as AAN as save

come back and go for assign item category

remember the assign of item category is the item category determination

Here go for position and type the document type AOR , Norm and type the defined item category (AAN)

Define reason for rejections

Define schedule line category T.Code: VOV6

and save it

assign schedule line category

Here assign schedule line category is the schedule line category determination

Create a sales order T.Code: VA01

ENTER THE ORDER TYPE AND THE SALES AREA DETAILS

SO NOW THE PRICING PROCEDURE SHOULD BE ASSIGNED

[Former Member]

Babu, if you worked this out, why don't you provide us the congiguration steps?

[Former Member]

Guru Bill Hoper

i worked out the following , I just want a exprt\Guru guide.

Regards\Adnan

Sales And distribution > Basic Functions > Pricing > Pricing Control > Define and assign Pricing procedure

Complete

Sales And distribution > Basic Functions > Account Assignment / Costing > Revenu Account Determination

Define and Assign Account Determination Procedures

Define and asign account keys

Assign G\L Account

Sales And distribution > Basic Functions > Account Assignment / Costing > Revenue Recognition

Maintain account determination

Sales And distribution > Basic Functions > Delivery scheduling and Traspotation Scheduling

Define scheduling by Sales Document Type

Sales And distribution > Basic Functions > Output control > Output Determination >

Sales And distribution > Basic Functions > Output control > Define Print Parameters

Sales And distribution > Sales > Sales Documents > Sales Document Header

Define Sales document type

Define number ranges for sales docment

Assign sales area to sales document type

Sales And distribution > Sales > Sales Documents > Sales Document item

Assign item categories

Sales And distribution > Sales > Sales Documents > Schedule Line

Assign schedule line category

Sales And distribution > Sales > Sales Documents > Define and Assign status profile

Assign order type / status profile

Sales And distribution > Sales > Billing > Billing document > Define billing type

Define billing type

Define number ranges for sales document

Sales And distribution > Sales > Billing > Billing document > Invoice Lists

Assign Invoice List type to Each billing type

Maintain conditions for Invoice list

maintain output for invoice lists

Sales And distribution > Sales > Billing > Billing document > Maintain copying control for billing documents

Sales And distribution > Sales > Billing > Billing document > Define blocking reason for billing

Logistics Execution > Shipping > Shipping point and goods receiving point determination

Define shipping condition by sales document type

Logistics Execution > Shipping > Scheduling > Define scheduling and trasnportation scheduling

check all after addition of Sales Doc type

Logistics Execution > Shipping > Availability check and transfer of requirments

Transfer of requirment

Avilability check

Logistics Execution > Deliveries

Logistics Execution > Deliveries