Sale order
Sale order
How Sales Documents are Controlled
How Sales Documents are Controlled
During Customizing for Sales and Distribution, your system administrator defines various During Customizing for Sales and Distribution, your system administrator defines various types of data for controlling the processing of sales documents. Data is defined on three types of data for controlling the processing of sales documents. Data is defined on three different levels:
different levels:
•
• According to According to sales document typesales document type
•
• According to According to item categoryitem category
•
• According to According to schedule line categoryschedule line category
At sales docum
At sales document level, for ent level, for example, yexample, you can specify wou can specify whether a crhether a credit chec taeedit chec taes place fors place for a particular type of document. !n addition, you can specify whether a document is
a particular type of document. !n addition, you can specify whether a document is
automatically bloced and must first be reviewed before it can be processed further "a re#uest automatically bloced and must first be reviewed before it can be processed further "a re#uest for a credit memo, for example$.
for a credit memo, for example$. At item catego
At item category level, you cary level, you can specifyn specify, for ex, for example, wheample, whether an itether an item category is rm category is relevant forelevant for delivery or billing. %he item categories used in a #uotation, for example, would not be relevant delivery or billing. %he item categories used in a #uotation, for example, would not be relevant for delivery or billing.
for delivery or billing.
&inally, schedule line categories can be defined according to how you want '() &inally, schedule line categories can be defined according to how you want '() re#uirements and the availability chec to be carried out.
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General data
General data
•
• Can the document be entered only with reference to a preceding document7Can the document be entered only with reference to a preceding document7
Should the existing customermaterial info record be taen into consideration7 Should the existing customermaterial info record be taen into consideration7
Shipping data
• 3hich delivery type should the delivery resulting from the order have7
• Should delivery scheduling be carried out7
• Should transportation scheduling be carried out7
• Should a delivery bloc be set automatically for a specific reason7 &or example, a
delivery bloc may be appropriate for a freeofcharge delivery.
• 6ou can define shipping conditions for a sales document type. %hese are copied into
o Screen se-uence groups
o 'loc%s for each sales document type o Order types
o easons for re+ection o 0sage indicator
o ssignments to the different organi2ational units o
3. Setting general SD functions
)ou have to configure a number of general SD functions for sales document types.
)ou can, for example, perform a certain type of pricing for each sales document type. 3n this case, process the sales document type and the pricing independently and allocate the
re-uired document pricing procedure for pricing to the sales document type.
)ou can also propose your o&n output for each sales document type. To do this, allocate your o&n output types and output determination procedures to the sales document type. )ou have finished defining a sales document type &hen you have processed the follo&ing general SD functions:
• )ou can test your ne& sales document types in respect to the settings made &ithout
having to edit the other settings.
• hen copying sales document types, item categories and schedule line categories, the
S4 5# System automatically creates a log &ith the copied data. 0sing the log, you can chec% &hether all of the copied data applies to your sales document type or &hether you need to ma%e changes.
Actions
1. 3f you need to ma%e further changes, you should define ne& sales document types. To do this, you enter an alphanumeric %ey &ith a maximum of four characters for a sales document type and a textual description for the %ey.
". 7aintain the specifications on the detail screen according to your re-uirements.
Item ategory
!tem categories are defined to provide additional control functions for the sales documents and thus meet the demands resulting from the different business transactions. A separate control is defined for each of these item categories. &or example, the functions of a standard item are completely different from those of a freeofcharge item or a text item.
%he following graphic shows some of the item categories which are defined in the standard version of the SA) (*+ System. &or instance, the first example displays the item categories for a standard item in the in#uiry, in the #uotation, and in the sales order.
Billing data
• !s an item relevant for billing7
• Should the cost of the item be determined7
• !s it a statistical item7 )ricing is carried out for statistical items. 8owever, they are not
added to the value of the order, that is, the customer is not charged for them.
• Should a billing bloc be set automatically for an item7 &or example, this may be
important for items whose prices have to be clarified before billing.
• !s it a returns item7
3n this menu option, you define
item categories
for sales documents. The item categories that are contained in the standard S4 5# System together &ith the sales document types represent the usual business transactions.3f you &ant to create an item category, proceed as follo&s:
1. 8nter an alphanumeric %ey &ith a maximum of four characters. ". 7aintain the respective specifications of the detail screen.
#. lso consider the additional functions on item category level and the itemspecific settings in the general sales and distribution functions.
2.3. Define Item ategory Group Default #alues $or %aterial
Type
!n this menu option, you can enter an item category group for each material type. %his item category group is proposed when you create a material master record of this material type. %he default value can be changed manually in the material master record.
2.3.1.
Item category group from material master
• Service item relevant for billing • Service item not relevant for billing
Actions
1. $hec% first &hether you can copy the usages in the standard system.
". 3f necessary, create a ne& item category usage by entering an alphanumeric %ey &ith a maximum of four characters and a description.
• item category of the higherlevel item • item category usage
/ote
The S4 System automatically copies the item category determined for a sales document item to the delivery.
Recommendation
Depending on the initial situation you can start the assignment differently:
• hen you define a ne& sales document type, you should specify the proposed and the
allo&ed item categories for the materials that are represented by the item category group.
• hen you define a ne& item category, you should specify for &hich sales document types
an item category is proposed or &hich item category is possible for the materials represented by the item category group.
• hen you define a ne& item category group, you are to enhance the assignment of item
categories to sales document types by this ne& item category group.
Actions
To define item category determination, proceed, for example, as follo&s:
1. $hoose the sales document type to &hich you &ant to assign item categories. ". Then choose one of the item category groups.
#. Specify all the allo&ed item categories for the combination of sales document type and item category group.
Determining the tem Category for Sub!tems
Services and rebates in ind can be entered as separate items or can be allocated to other items. An item which is allocated to another one is called a subitem. Determining the item category for subitems depends on the higherlevel item.
!f a rebate in ind is allocated to a standard item in a standard order "item category %A-$, the item category %A-- is used for the subitem in the standard version of the SA) (*+ System. %A- is relevant for pricing, %A-- is not. !n this way, the subitem is processed as a freeof charge item.
Schedule "ine Category Control
%he various schedule line categories are controlled in different ways:
• %he schedule line A% in in#uiries is used only for information.
• -o re#uirements are passed on and no availability chec is carried out for the
schedule lines 1- and C-.
• (e#uirements are passed on and the availability of the material is checed for the
schedule lines 1) and C).
• -o stocs are managed for the schedule line categories 1%, C% and C;. -o goods
issue is posted for the categories 1% and C%. 8owever, goods issue is posted for C;.
• %he schedule line categories 12 and C2 are controlled in the same manner as the
categories 1- and C-. 8owever, re#uirements can be passed on for analysis purposes.
• /oods receipt is posted for the schedule line D- in a returns document.
%he schedule line categories C-, C), C%, and C2 are relevant for delivery the other schedule line categories are not.
%he SA) System can only copy items of a sales document to a delivery if they have schedule lines. %he control of the schedule lines depends on the schedule line category.
%he following menu options describe how you define schedule line categories or adapt them to the re#uirements of your organization. 6ou must process the following points to do this:
• )ou must define schedule line categories or adapt them to your re-uirements.
• )ou must allocate the schedule line categories to the item categories depending on the
74 type.
• 3f necessary, you must define schedule line types for scheduling agreements.
3n this menu option, you neither stipulate specifications for the re-uirement5planning types for the availability chec% nor for incompleteness. )ou edit these functions later on in the respective menu options. This means that the definition of a schedule line category is only completed once you have also edited these menu options.
3n this menu option, you must ma%e or chec% the follo&ing specifications:
Schedule line category
The schedule line category is has an alphanumeric %ey &ith a maximum of t&o characters as &ell as a textual description.
Business data
• Delivery bloc%hen you define a delivery bloc% for a schedule line category, this specification is copied to the schedule line. The schedule line is then bloc%ed for all delivery types that are
allocated to this delivery bloc%. 3nformation on the assignment of delivery bloc%s to delivery types can be found in the section +Define ,loc-ing reasons in Shipping+.
• 7ovement type
;ere, you specify a movement type for posting -uantities and changes in value to inventory accounting. The movement type is only relevant to items or schedule lines &hich result in a stoc% movement. 3t is not relevant, for example, for:
o in-uiry items o -uotation items
o type of document category
t the moment, only purchase re-uisitions can be created automatically.
Transaction procedure
• 3ncompletion procedureThe incompletion procedure that you enter here, specifies &hich fields must be completed by the user. corresponding entry is created in the incompletion log for fields that are not
filled during document processing.
Recommendation
• 3f you define your o&n schedule line categories, the %eys should start &ith the letter 6
since S4 leaves this range free in the standard system.
• 3f you define your o&n schedule line categories, you should copy similar schedule line
categories that are defined by S4 and ma%e the appropriate changes.
3n this case, all the specifications of the already existing schedule line category are
copied, including the allocation to the item categories. 3n particular, the data for example concerning incompleteness, the availability chec% and document flo&, &hich you do not edit in this menu option, is copied. 3n this &ay, you can test your ne& schedule line categories in respect to the settings that have been made &ithout having to edit the other menu options.
• hen copying sales document types, item categories and schedule line categories, the
S4 System automatically creates a log &ith the copied data. 0sing the log, you can chec% &hether all the copied data applies to your schedule line category or &hether you must ma%e changes.
Actions
1. ssign the schedule line categories to the item categories depending on the 74 type. 3n this case, indicate the schedule line categories that are to be proposed during document entry.
". 3f necessary, specify schedule line categories &ith &hich the automatically determined schedule line category can be over&ritten in the document.
Appendi
A,,r. Sales Document type A,,r. Item category A,,r. Schedule line category A,,r. %o"ement type
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*$ $onfiguration T
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>T >uotation ?/ Standard3tem '/
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T =alue 3tem $T /o inv.mgmt5no ?ds3s
O ush order 同 O 同 O
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$* $onsignment fillup B'/ $onsignment *illup 8A StoTranTo$ons.&5o $ @#1 ?3 consgmt: lending 81 StoTranTo$ons. &. $ @#1 ?3 consgmt: lending $3 $onsignment issue B8/ $onsignment 3ssue $A $onsgt3ssue5&5o v$h @## ?3 iss: cust.consgmt $1 $onsgt3ssue5&. v$h. @## ?3 iss: cust.consgmt $4 $onsignment pic%up B/ $onsignment 4ic%up *A $ons4ic%up &5o v$h @#" ?3 consgmt:ret.delvy
*1 $ons4ic%up &. v$h @#" ?3 consgmt:ret.delvy $ $onsignment return B/ $onsignment eturns DA $onsignment eturns @# ?3 rcpt:cust.consgmt $D Deliv.*ree of $harge B/ *ree of $harge 3tem 同 T/
B< *ree of $harge 3tem $< /o inventory mgmt BS *.O.$ /onstoc% 3tem $S eg $< /o inventory mgmt
$' 3ndiv.4urchase Order @A1 ?D goods issue: delvy T et. 4ac%age. Shipment 8" StoTranet4c%.&5o $ @"1 ?3 ret.pac%.:lending
