Code for overview Screen: This field controls what could be the default screen while creating sales order.

Ex:- we have CMIR concept. we enter cost material in 'ordering party' tab while

creating sales order, I want system to propose 'ordering party' tab by default, we use the field F-Code for overview screen.

Transaction Group: This field controls the T.Code of sales doc type. (IN/QT/OR/QC).

Quotation messages: While creating sales order independently, if there are any open quotations, existing for the customer, then system will give a pop-up message with the quotation details. If you want, you can copy (or) reject.

Outline Agreement Messages: While creating sales order, if there are any open contracts existing for the customer, system will give a pop-up.

Document pricing procedure: This field is one of the parameter to determine pricing procedure in the sales document.

ex:- APHA+A1+E1+A+1 = RVAA01

Status Profile: A status profile is an order release process after creating sales order in SAP, the authorised persons have to release the sales order, then only the sytem will allow to process deliveries and billing.

Alternate Sales document type 1&2: While creating a sales order, if you want to shift from one sales document to another sales document, then maintain sales document type in this field.

Pre requisite for maintaining alt. sales document type 1&2. ex:- OR | CS

Sales Org. /Dist. Channel/Division + Doc. P.P + Cust. PP = RVAA01 Sales

Any requirement of document wise different pricing process, then we play with DPP in sales document.

1. Number system blank should be same.

ex:- Internal #, external #, item # inc, sub item & inc. 2. All determinations should be same.

3. The payment data should be same in billing document.

Incomplete Messages: If we chk this, system will not allow you to save the sales order if any of the mandatory field is incomplete. If you unchk this, system will give a popup if any of the mandatory field is missing. The popup asks whether to save (or) edit.

Variant: Variant will help to control the fields in sales document. ex:- (to make the fields-required, suppress, display, optional). The T.Code for creating variant is SHD0

Shipping Tab:

Delivery Type: This field will help you to propose delivery type automatically while creating delivery document. The standard delivery type is 'LF'.

Immediate Delivery: If you chk this, system creates delivery automatically in the background while creating sales order. We use this functionality for each sales (CS) process & rush order (RO) process because for CS & RC system generates delivery automatically in the background while creating sales order.

Delivery Block: If you assign delivery block here, system blocks the sales order from creating deliveries. The authorised person has to release the order for delivery, then only system will allow to create delivery.

Shipping Conditions: If you maintain shipping conditions here, it overwrites the shipping conditions in customer master while determining shipping point in sales document.

We use this field for cash sales process & rush order process to determine immediate shipping point.

For CS & RO, we maintain '10'.

*** The logic why we maintain 'Imm' in CS & RO is we don’t maintain Pick-pack time & loading time in immediate shipping point.

Billing Tab:

Delivery Related Billing Type: If you maintain this, system will automatically take the billing type while creating invoice w.r.t delivery. the standard billing type is F2.

Order Related Billing Type: If you are creating invoice w.r.t. order, the system takes the default billing type from this field. The standard billing type is F2.

ex: Service, third party billing etc. This field will have relevance field in item category between, cash sales, debit memo, credit memo.

Inter Company Billing Type: Whenever sale happens between 2 companies, one company would raise invoice to another company. The standard billing type for inter company is IV.

Billing Block: If we maintain billing block here, system automatically blocks the sales order for invoice. The authorised person has to release it. The only, system will allow to create invoice. We assign billing blocks to RE, CR, DR.

Condition Type Line Items: EK01, EK02, are the cost condition types and we use EK01 if the price of the material is totally dependent on cost. We use EK02, if the cost is only statistical purpose. i.e., cost does not have any effect on price.

Billing Plan Type: We have 2 types of billing places.

1. Periodic Billing (Monthly Billing) – we use this in case of service contracts (or) rental contracts.

Requested Delivery Date/ Pricing Date/ PO Date:

Lead time in days: If we maintain this chk box, then it will overwrite the lead time days maintained in material master. (MRP3 View) while performing delivery scheduling in sales document.

Propose delivery date: If we check this, system proposes today's date as requested delivery date.

Propose PO Date: If you check this, system takes today's date as PO date.

Date type: (1) Day formats – DD.MM.YY. This controls the date format.

Proposal for pricing date: (A) This option will help you to determine the valid price in that validity period.

Item categories: Item category controls the line item data of sales document without item category, its not possible to process sales documents. Each line item will have its own category. The standard item category for OR is TAN.