Condition Exclusion

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Introduction

Condition Exclusion is very commonly used functionality in SAP SD area to determine best condition or condition value in the sales order. For example, if you have multiple discount condition records setup in the system and you want only the best condition to appear in the sales order and not all discounts, then you can use this functionality.

Let’s see how you can configure condition exclusion in SAP.

Test scenario

For test purpose, I will use below example. Let’s say I have below 4 discount conditions setup in my pricing procedure.

 ZDS1 – AW Discount 1

 ZDS2 - AW Discount 2

Now the business requirement is to achieve below in the sales order creation;

1. If “ZDS1” is present, then it should exclude all other discounts “ZDS2”, “ZDS3” and “ZDS3” 2. Sum of “ZDS2” and “ZDS3” should be compared with the discount “ZDS4” and only lowest sum

should be applied in to the sales order. Eg: If sum of “ZDS2” and “ZDS3” equals 15% and the “ZDS4” is 20%, then 15% should be applicable.

I can graphically summarize above requirements as shown below in the SAP terms. Table appear in the top left side has more priority over bottom right side.

In SAP terms it is;

 Exclusion group 1 should exclude group 2 and 3

 Best (Most favorable) out of group2 and 3 is applicable

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Configuration

Define Condition Exclusion Groups

Under this IMG path you can define the condition exclusion groups, which can be used to group your discount condition types. As per my above example, I need to have 3 exclusion groups.

IMG Path:

->

 Use button to add your new exclusion groups

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Assign condition types to the exclusion groups

Under this IMG node, you have to assign individual condition types in respective group IMG Path:

->

 Use button to assign the condition type in to the condition exclusion group

 Based on the above figure, I will assign my discount conditions as follow;

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Maintain condition exclusion for pricing procedures

IMG Path:

-> Under this IMG node, you have to define the exclusion logic.

This needs to be done based on the pricing procedure. In my example, I will use my test pricing procedure “ZAW” and therefore I have to define the exclusion logic for this pricing procedure.

 Select the pricing procedure and double click on the “Exclusion” node

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 First let’s define the logic -> Exclusion group 1 should exclude group 2 and 3: In order to achieve this, you need to have below entry

Here you need to select “condition exclusion procedure” as “D”. This is because you “AW01” group to exclude all conditions in the group “AW02” and “AW03”

You have below options available there:

 For the second requirement -> Best (Most favorable) out of group2 and 3 is applicable; I need to setup below;

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System Demo

Let’s create a sales order and apply these condition types to see how the condition exclusion logic works based on my customizing settings: We need to keep below logic in mind;

s

 First I will apply ZDS2 – 10% (From Group AW02) to the sales order -> This condition is now active in the sales order

 Now let me put the condition “ZDS1 – 6%” to the sales order

 Regardless of the value of “ZDS1”, system deactivate the “ZDS2” in the sales order and make “ZDS1” active

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 This is because we have set up the exclusion logic in a such a way that, conditions out of exclusion group “AW01” to exclude all conditions in exclusion group “AW02” or “AW03”

 Now let’s put “ZDS4” (From exclusion group “AW03”) in to the sales order.

Still only “ZDS1” is valid as it is in the exclusion group “AW01” (Which has to most priority)

 Now I will remove the “ZDS1” in the sales order. After that this sales order contains only “ZDS2” (From exclusion group – AW02) and “ZDS4” (From exclusion group – AW03) -> Now the system should apply only the lowest discount to the sales order, in this case it should be “ZDS2” – 10%

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 Now let’s enter “ZDS3” – 15% and see how the system behave here;

 Only “ZDS4” – 20% is active. This is due to below reason;

Total of the exclusion group “AW02” was compared with the total of the exclusion group “AW03” and the best was proposed.

o Total of the exclusion group “AW02” = (ZDS2 – 10%) + (ZDS3 – 15%) => 25% o Total of the exclusion group “AW03” = (ZDS4 – 20%) => 20%

Therefore ZDS4 – 30% is active in the sales order

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o Total of the exclusion group “AW02” = (ZDS2 – 10%) + (ZDS3 –5%) => 15% o Total of the exclusion group “AW03” = (ZDS4 – 20%) => 20%

Therefore system should now set “ZDS2” and “ZDS3” active in the sales order

Likewise you can do some more testing on this area to see the rest of the condition exclusion procedures.

Author: Anupa Wijesinghe

E-Mail: anupaw@gmail.com / anupaw@learnsaptips.com

Website: www.learnsaptips.com View my profile in LinkedIn Follow me on Twitter

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