Exercise Objectives
After completing this exercise, you will be able to:
• Define and assign text types in Customizing for Sales and Distribution
Business Example
The employees in customer service would like to be able to enter a particular quotation header text in quotations. It is your job to set up a relevant text type in the SAP system.
Task 1:
1. Create a new text determination procedure for the sales document “Header texts group ##” with ID (50 + ##), for example: for ## = 01 → 51), by copying text determination procedure 01.
2. Copy text type Y001, created in the previous demo by your instructor, into your new text determination procedure.
3. First, create your own access sequence 90## for text type Y001. The quotation header text should be copied from the reference document in the correct language.
4. Now add text type Y001 into your text determination procedure (50 + ##), and assign your access sequence 90## to the text type.
5. Assign the new text determination procedure for the sales document header to your document type ZA## (previous assignment: determination procedure 01).
Task 2:
Test how your new assignment works.
1. Create a quotation with quotation type QT for the following customer inquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-2-4.1
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
2. Create a new quotation header text, for example, “While stocks last. All orders subject to prior sale”.
3. Create an order with your sales order type ZA## with reference to the quotation above (purchase order number :##-2-4.3).
4. Check that the quotation header text has been copied into the order.
If necessary, use the analysis function for text determination to clear up any problems.
5. Complete the above order by entering an additional item text for “labels” with the following contents:
“Hold for Smith's Motorcycle Center”
6. Save the order and note the document number.
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Solution 6: Configuring Text Control
Task 1:
1. Create a new text determination procedure for the sales document “Header texts group ##” with ID (50 + ##), for example: for ## = 01 → 51), by copying text determination procedure 01.
a) Create a new text determination procedure:
Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic Functions
→ Text Control → Define and Assign Text Determination Procedures Select: Sales Document / Header
Choose Change
In the overview tree, choose the Text Determination Procedure node Select the entry for the text determination procedure with key 01 Choose Copy As
On the next screen, overwrite key 01 with your own determination procedure keys (50 + ##), and change the description to “Header Text – Group ##”
Choose Enter
In the following dialog box, choose Copy All Save your entries.
2. Copy text type Y001, created in the previous demo by your instructor, into your new text determination procedure.
a) Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic Functions
→ Text Control → Define and Assign Text Determination Procedures Select: Sales Document / Header
Choose Change
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
3. First, create your own access sequence 90## for text type Y001. The quotation header text should be copied from the reference document in the correct language.
a) Create access sequence 90##:
Menu path:
In the overview tree, choose the node Access Sequences.
Choose New Entries.
Add the entry 90##.
Select the entry and choose the node Access Sequences for Text Ids in the overview tree.
Requirement: 1(Reference document header) Save the access sequence.
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4. Now add text type Y001 into your text determination procedure (50 + ##), and assign your access sequence 90## to the text type.
a) Include text type Y001 in your own text determination procedure:
Menu path:
In the overview tree, choose the Text Determination Procedures node.
Select the entry for the text determination procedure with your key (50 + ##).
In the overview tree, choose the node Text IDs in Text Determination Procedure.
Choose New Entries.
Enter the text type Y001.
Assign your access sequence 90## to text type Y001.
Save the text determination procedure.
5. Assign the new text determination procedure for the sales document header to your document type ZA## (previous assignment: determination procedure 01).
a) Assign the new text determination procedure for the sales document header to your document type ZA##:
Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic Functions
→ Text Control → Define and Assign Text Determination Procedures Select: Sales Document / Header
Choose Change
In the overview tree, choose the Text Procedure Assignment node Position the cursor on document type ZA## and assign your text determination procedure (50 + ##) to it.
Save the text procedure assignment.
Task 2:
Test how your new assignment works.
1. Create a quotation with quotation type QT for the following customer inquiry:
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-2-4.1
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
a) Create order:
Menu path:
Logistics → Sales and Distribution → Sales → Quotation → Create Chose quotation type “QT” and enter the sales area data.
2. Create a new quotation header text, for example, “While stocks last. All orders subject to prior sale”.
a) Menu path:
Choose Display details for document header.
Choose the Texts tab page.
Page to the end of the list of available header text types.
Select the text type for quotation header texts.
Enter the text and save the document.
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
3. Create an order with your sales order type ZA## with reference to the quotation above (purchase order number :##-2-4.3).
a) Create an order with reference to the quotation:
Menu path:
Logistics → Sales and Distribution → Sales → Order → Create Choose the order type ZA## and enter the sales area data.
Choose Create with reference.
Choose the Quotation tab page.
Enter the quotation number or look for your quotation using the purchase order number ##-2-4.1
Choose Copy.
4. Check that the quotation header text has been copied into the order.
If necessary, use the analysis function for text determination to clear up any problems.
a) Check that the quotation header text has been copied into the order.
Menu path:
Choose Display details for document header.
Choose the Texts tab page.
5. Complete the above order by entering an additional item text for “labels” with the following contents:
“Hold for Smith's Motorcycle Center”
a) Create an additional item text:
Menu path:
Select order item 10
Choose Display details for item.
Choose the Texts tab page.
6. Save the order and note the document number.
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a)