SAP
SYSTEM APPLICATION IN DATA PROCESSING
Mr. venkat
S.D
S A P
SYSTEM APPLICATION IN DATA PROCESSING SD – SALES AND DISTRIBUTION
ABAP BASIS FUNCTIONAL SD – HCM – FI – MM – PP – QM – ABAP
‘BASIS’ – (S D) - SALES AND DISTRIBUTION SAP - R/3 it’s mean Real 3-tier Architecture. 1) PRESENTATION LAYER
2) APPLICATION LAYER 3) DATABASE LAYER
GUI : - GRAPHICAL USER INTERFASE NDPs : - NEW DIMENTION PRODUCTS
CRM : - CUSTOMER RELATIONSHIP MANAGEMENT SRM : - SUPLIER RELATIONSHIP MANAGEMENT SCM : - SUPLIER CHAIN MANAGEMENT
SEM : - STSTEGIC ENTERPRISE MANAGEMENT APO : - ADVANCED PLANING OPTIMINING
BW/BI : - BUSSINES WAREHOUSE / BUSSINESS INTELEGENCE BO : - BUSSINESS OBJECT
MDM : - MASTER DATA BASE MANAGEMENT
XI : - EXCHANGE INFRASTRUCTURE (INTER FASE TOOL) EP : - ENTERPRISE PORTAL
NET VEIWER COMPINENTS
ESS : - EMPLOYEE SERVICE SYSTEM MSS : - MANAGER SERVICE SYSTEM
INDUSTRY SOLUTION (I S)
IS-PRODUCTS, IS-RETAIL, IS-OIL, IS-UTILITY, IS-MEDIA, ECC : - ENTERPRISE CONTROL COMPONENT (ECC6.0, ECC5.0, ECC4.7)
AS – IS STUDY
ENTERPRISE STRUCTURE: - Under the enterprise structure we have to maintain the following organization elements.
1. COMPANY CODE: - It is the legal entity which is responsible for all the business tractions taking place in the company.
2. SALES ORGANIZATION: - It is the responsible organizational element which takes care of all the sales transactions in the company code. It is always recommended practice to have minimum number of sale organization.
3. DISTRIBUTION CHANNEL; - Specific the channel through which goods are sold to the consumers for example whole sale, Retail, Direct sales, ETC. 4. DIVISION: - The range of products for which the company is carrying out
sales is divided in to deferent divisions the division is nothing but the product line of the company which is the categorizations of materials is depending on their purpose and users.
5. SALES AREA: - It is the combination of sales organization distribution channels division. The sales area always represents the basic sale process off the company and all the sales transactions will be executed with in a sales area.
6. SALES LINE: - Its combination of sales organization and distribution channel.
7. SALES OFFICE: - It is the geographical aspect of the structure of the company.
8. SALES GROUP : - The employees working for a sales office will be divided in to sales group
RELATION BETWEEN THE ORGANIZATIONAL ELEMENTS
1).Relation between company codes can have much sales organization for carrying out sales. But one sales organization can work for one company code. So the relation between company code and sales organization is (ONE TO MANY)
RANBAXY
DIVISION SALES ORGANIZATION – ONE TO ONE ONE
TO EXPORT SALES ORGANIZATION_ MANY
(One too many)
(One too one)
(One too many)
2). Relation between sales organization and distribution channel one Sales organization can have many distribution channel can be used
For many sales organization and distribution channel is (MANY TO MANY) RANBAXY
D.S.O E.S.O
(ONE TOO MANY) __ WHOLE SALES __ WHOLE SALES (MANY TOO ONE) __ RETAIL SALES (MANY TO ONE) (MANY TOO MANY) __ DIRECT SALES
3). Relation between sales organization and division from one sales organization we can sell many division one division can be sold from many sales organization so the relation between sales organization and division is (MANY TO MANY).
RANBAXY D.S.O E.S.O __ CARD __ CARD ONE TO __ NEURO __ NEURO MANY
4). Relation between distribution channel and division from one distribution channel we can sell many division can be sold from many distribution channels so the relation between distribution channel and division is (MANY TO MANY) ONE __ CARD ___ CARD
TO
MANY __ NEURO MANY TOO ONE
5). Division is always sales organization specific that is it’s the sales Organization that decides the number of divisions to be sold.
D.S.O (CARDS & NEURO) E.S.O – (CARD)
D.S.O E.S.O W.H W.H
CARD NEURO
S A P built on client server technology
1. EASY ACCESS MENU 2. USER MENU
3. DYNAMIC MENU 4. COSTUMIZING MENU
(I M G)- MEAN’S - IMPLIMENTATION GUIDE
SERVER: s d 1, CLIENT: 811, USER NAME: SAP USER, PASSWORD: India 12345.
DEFINING SALES ORGANIZATION
From easy access menu Select, (/NSMRO) TOOLS CUSTOMIGING I M G (implementation guide) S P R O executes project
SAP reference IMG
ENTERPRISES STRUCTURE
DEFINATION
SALES AND DISTRIBUTION
DEFINE, COPY, DELETE CHECKS, AND SALES ORGANIZATION. COPY, DELETE, CHECKS, SALES ORGANIZATION (fi&f4)
Select the icon copy organizational object.
Make a copy from an existing sales organization to required new sales organization.
CUSTOMIZING REQUEST
1). We need to save the data in customizing request.
2). For creating the new request select the icon create request and Specify short description
3). To select a request from the list of available select the button own request. 4). After saving the data in the customizing request come back to the
previous screen and go to define sales organization
5). Select the defined sales organization and select the icon details 6). Specify the name of sales organization.
7). Specify the currency. 8). Specify the calendar. (01)
9). If the sales organization is offering rebates for customers, we have To check the field rebate process active.
10). Select the address icon and specify the require data 11). Save the sales organization.
If we get the error. Data is locked by user, use the transaction code SM 12 unlocks it.
Go to main menu, Select Delete all /N – With a session a new screen comes. /O – Its open a new.
DEFINING DISTRIBUTION CHANNEL
SPRO-DEFINE DELETE DISTRIBUTION CHANNEL COPY, DELETE, CHECKDISTRIBUTION CHANNEL.
SELECT THE ICON COPY ORGANIZATIONAL OBJECT.
MAKE A COPY FROM AN EXISTING DISTRIBUTION CHANNEL TO THE REQUIRED
NEW DISTRIBUTION CHANNEL.
COME BACK TO THE PREVIOUS SCREEN AND GO TO DEFINE DISTRIBUTION CHANNEL.
SELECT THE DEFINED DISTRIBUTION CHANNEL AND SPECIFY THE REQUIRED NAME AND SAVE IT.
DEFINING DIVISION SPRO ENTERPRISES STRUCTURE DEFINATION LOGISTICS GENERAL
DEFINE COPY DELETE CHECK DIVISION
COPY, DELETE, CHECK DIVISION Select the icon copy organizational object.
Make a copy from existing division to the required new division. Come back to the previous screen and go to define division. Select the define division and specified the required name of
DEFINING SALES OFFICE SPRO ENTERPRISES STRUCTURE DEFINATION
SALES AND DISTRIBUTION
MAINTAIN SALES OFFICE Go to “NEW ENTRY’S” and create the sales office.
“SELECT THE ADDRESS” icon and specified the required data.
DEFINING COMPANY CODE
SPRO
MAINTAIN SALES OFFICE
ENTERPRISES STRUCTURE
DEFINATION, SALES AND DISTRIBUTION
Edit, Copy, Delete, Check, Company code.
Copy, Delete, Check, Company code. Select the icon copy organizational object.
Make copy from an existing company code to the required new Company code. Come back to the previous screen and go to edit company code data.
Select the define company code and go to details. Specify the company name and country and currency. Select the address icon and specify the required data.
ASSIGNING SALES ORGANIZATION TO COMPANY CODE SPRO ENTERPRISES STRUCTURE ASSIGNMENT
SALES AND DISTRIBUTION
ASSIGN SALES ORGANIZATION TO COMPANY CODE.
IDESAG: International demonstration education system.
Select the sales organization and resigned company code.
ASSIGNING DISTRIBUTION CHANNELS TO SALES ORGANIZATION
SPRO ENTERPRISES STRUCTURE ASSIGNMENT
SALES AND DISTRIBUTION
ASSIGN DISTRIBUTION CHANNEL TO SALES ORGANIZATION. Go to “new entries” and specify the required combinations of sales
Organization and distribution channel.
ASSIGNING DIVISIONS TO SALES ORGANIZATIONS
SPRO ENTERPRISES STRUCTURE ASSIGNMENT
SALES AND DISTRIBUTION
ASSIGN DIVISION TO SALES ORGANIZATION.
Go to “new entries” and specify the required combination Sales organization and Division.
MAINTAINING SALES AREA
SPRO ENTERPRISES STRUCTURE ASSIGNMENT
SALES AND DISTRIBUTION
SET UP SALES AREA.
Go to “new entries” and specify the required combination of Sales Organization, Distribution Channel and Division.
ASSIGN SALES OFFICE TO SALES AREA
SPRO ENTERPRISES STRUCTURE ASSIGNMENT
SALES AND DISTRIBUTION
ASSIGN SALES OFFICE TO SALES AREA
Go to “new entries” and specify the required combinations of sales Organization, Distribution channel, Division, and sales office.
DEFINING SALES GROUP
SPRO ENTERPRISE STRUCTURE DEFINATION
SALES AND DISTRIBUTION
MAINTAIN SALES GROUP Go to “new entries” and create the required sales group.
ASSINING SALES GROUP TO SALES OFFICE
SPRO ENTERPRISES STRUCTURE ASSIGNMENT
SALES AND DISTRIBUTION
ASSINING SALES GROUP TO SALES OFFICE
Go to “new entries” and specify the required combinations of sales office or sales group. DEFINING PLANT SPRO ENTERPRISE STRUCTURE DEFINATION LOGISTICS GENERAL a).Define Copy Delete Check Plant. b).Copy Delete Check Plant.
c).Make a copy from an existing plant to the required new plant d).Come back to the previous screen and go to define plant. e).Select the define plant and go to detail’s.
f).Specify the required name and factory calendar. g).Select the address icon and specify the required data.
ASSIGN PLANT TO COMPANY CODE SPRO ENTERPRISE STRUCTURE ASSIGNMENT LOGISTICS GENERAL
ASSIGN PLANT TO COMPANY CODE Go to “new entries” and specify the required combinations are Company code and plant
In a standard Business practice one company code can have many plants. Where as one plant can only work for one company code.
ASSIGNING PLANT TO SALES ORGANIZATION
SPRO
ENTERPRISE STRUCTURE
ASSIGN SALES ORGANIZATION AND DISTRIBUTION PLANT. Go to “new entries” and specify the required combination of sales organization, Distribution channel and plant.
a).In a standard business practice, to assign a plant to sales Organization both of them shall belong to some company code.
b).The relation between sales organization and plant is {MANY – MANY}. c).To sees the entire structure and selects the button structure in that
Select the button navigation.
DESIGN REGION
SPRO
SAP NET VEIWER GENERAL SETTINGS SET COUNTRIES INSERT REGIONS
Go to “new entries” have and create region fir the required for the Country.
MAINTAINING COUNTRY SPECIFIC CHECK
SPRO
SAP NET VEIWER GENERAL SETTINGS SET COUNTRIES SPECIFIC CHECK MAINTAINED CALENDER SPRO
SAP NET VIEWER
GENERAL SETTINGS MAINTAIN CALENDER
PUBLIC HOLIDAY’S
Specify the list of public holiday’s are depends on the country.
Specify the number of working days in a week. The calendar is across client component or client in depend component. That is if we maintain the calendar by default it will be seen across.
But the other components only are seen in that client in which they are maintain or called client specific or client dependent components.
MASTER DATA
1) CUSTOMER MASTER DATA
2) MATERIAL MASTER DATA 3) CUSTOMER MARERIAL INFO RECORD 4) CONDITIONS MASTER DATA
CUSTOMER MASTER DATA
We have to maintain the data base of all the customers in the SAP system,
With whom the company is carrying out business transactions for each customer we have to specify a number and maintain the corresponding details of the
customer for that particular number. During the sales transactions
If we specify the customer number, the system automatically determines the corresponding details of the customer from the customer master record.
CREATING THE CUSTOMER
From easy access menu sell at LOGISTICS
SALES AND DISTRIBUTION
MASTER DATA
BUSINESS PARTNER
CUSTOMER CREATE
XDOI – complete.
The customer master record contains three views for which we need to maintain the data; they are general data, company code data and sales area data. Each view contains different TAB pages and each TAB page contains for which we need to maintain the data. We can migrate all the details of the customers from the legacy system (non SAP system) to SAP system by using (L.S.M.W) & (B.D.C)
L.S.M.W - LEGASY SYSTEM MYGRATION WORK BENCH B.D.C - BATCH DATA COMMUNICATION
Specify the data for the following views to create the customer.
GENERAL DATA
I). ADDRESS: Specify the required data of the customer on the address TAB page
II). MARKETING:
CUSTOMER CLASSIFICATION
Specifies a classification of customer which can be based on their sales Turnovers
Defining customer classification Go to new ‘entrees’ and create. III). GOODS RECEIVING HOURS
Specifies the timing in which the good's can be unloaded at the Customer’s locution.
Define good’s receiving hours
Go to new ’entry’s and create. IV). TAB PAGE
CONTACT
Specify the contact person at the customer’s location creating. CONTACT PERSONS LOGISTICS SALES DISTRIBUTION MASTER DATA
BUSINESS PARTNER
CONTACT PERSON (VAP1) create
COMPANY CODE DATA :
-Under the view account management. -Under the TAB - RECONCILIATION –
This account in the G/L accounting is the accounting which is updated Parallel to the sub ledger accounting for normal postings
(Re Account-140000)
PAYMENT TRANSACTION’S:
-UNDER TAB PAGE – (TERM’S OF PAYMENT)
Specifies the key for payment term’s composed of payment periods And cash discount percentages.
DEFINING TERM’S OF PAYMENT SPRO
SALES AND DISTRIBUTION
MASTERDATA
BUSINESS PARTNER’S
CUSTOMER’S BILLING DOCUMENT (Under entries)
PAYMENT HISTORY RECORD: -
If we check this field, the payment history of the customer we will be recorded and display by the system in the corresponding credit master data of the customer.
SALES AREA :
-A) SALES: - Sales District
Specify the sales district in which the customer exist defining sales district. SPRO SALES DISTRIBUTION MASTER Data BUSINESS PARTNER’S
CUSTOMER’S
SALES
DEFINE SALES DISTRICT (New entries) B) SALES OFFICE:
-Specifies the sales office in which the customer exist. C) SALES GROUP:
-Specifies the sales group of customer’s which can be based on the kind of transaction’s they execute with the company.
DEFINING CUSTOMER GROUP SPRO SALES DISTRIBUTION MASTER DATA BUSINESS PARTNER’S CUSTOMER’S SALES
DEFINE CUSTOMER GROUP’S
CURRENCY: -Specifies the currency of the customer.
NOTE: - If the currency of the customer deer’s from the currency of the company code, we have to maintain the exchange for the required exchange type by using the transaction code (OC41) from the currency of the customer to currency of company code and specify that type in the customer master first field
“EXCHANGE RATE TYPE”
SWITCH OFF ROUNDING:
-If we check we field, the rounding off the order quantities will not be done for the customer.
CUSTOMER PRICIENG PROCESSER: - Enter in (1)
This field enables the system to automatically determine a corresponding “pricing processor” for customer’s during the sales document processing.
SHIPPING:
-DELIVERY PRIORITY : - (no notes) –HIGH/LOW/MEDIUM etc SHIPPING CONDITIONS: -
It enables the systems to automatically determine a corresponding
“SHIPPING POINT” for the customer during the sales document processing.
DEFINE SHIPPING CONDITIONS:
-SPRO LOGISTICS EXECUTION SHIPPING
BASIC SHIPPING FUNCTIONS
Shipping point and goods receiving point determination define shipping conditions (new entries)
DELIVERY PLANT: - (C & F) CARRYING AND FORWARD
Specifies the plant from which goods are delivered to the customer
RELAVANT for – (P O D) PROOF OF DELIVERY
If we check the customer becomes relevant from proof of delivery. That is he will said the acknowledgement the company offer receiving the goods if the customer relevant for (P O D) we can also specify the “POD TIME FRAME”
ORDER COMBINATION
If we check the field, we can combine multiple orders for a customer to create a single delivery.
PARTIAL DELIVERY FROM ITEM
Specifies weather the customer request full or partial delivery of the item
MAXIMUM PARTIAL DELIVERY : - (EMPTY) BILLING DOCUMENTS:
-If we check this field, the customer becomes eligible for receiving the rebates.
INCOTERM”S: - (INTERNATIONAL COMMON TERMS)
CIF: - (COST INSURANCE AND FRIEGHT) CFR :-( COSTS AND FRIEGHTS)
-The incoterm’s specifies curtain internationally recognized terms and conditions that the shipper and the receiving the party must follow for the shipping transaction to be successfully completed. The part two of incoterm’s specifies the place from which goods are delivered to the customer.
DEFINING INCOTERMS:
-SPRO
SALES AND DISTRIBUTION MASTER DATA BUSINESS PARTNERS CUSTOMERS BILLING DOCUMENT DEFINE INCOTERM’S. CPT :- (Freight free)
In the definition of incoterm’s If we check the field location mandatory; it becomes mandatory to have part (2) of that incoterm’s in the customer master.
ACCOUNT ASSIGNMENT
GROUP:-The field enables the system to post the sales values of customers to the corresponding G/L accounts during revenue account determination processor.
TAX CLASSIFICATION: -
Specifies weather the customer is liable for tax or not.
PARTNERS
FUNCTIONS:-1. S.P:- SOLD TO PARTY
Specifies the customer placing order with the company. 2. S.H:- SHIP TO PARTY
Specifies the customer receiving the material. 3. B.P:- BILL TO PARTY
4. P.Y:- PAYER
Specifies the customer making the payment.
1. The information regarding the partners is always provided by sold to party record.
2. Depending on the requirement all the partners can be same or they can defer. 3. If all the partners are same, we need to create the customer as sold to party and specify that customer number for the remaining partner functions.
4. If the partners define, we need to create customer master records for those partners and specify those customer numbers in the sold to party record for the respective partner functions
5. If required one sold to party. Can have multiple SH & BP & PY.
CREATING THE CUSTOMER: - (XDO1COMPLETE)
ACCOUNT GROUP: - Specify the weather we are creating is a sold to party or
ship to party or payers.
NOTE: - Account group controls views and fields.
A. CUSTOMER: - specify the customer number.
B. Specify the company code with which customer executive business transactions.
C. SALES ORGANIZATION: - Specify the sales organization with which the
customer executes the sales transactions.
D. DISTRIBUTION CHANNEL: - Specify the channel through which the
customer executes the sales transactions.
1. DIVISION: - Specify the division for which the customer executes sales transactions enter the required data for the three views in the customer master and save the customer.
NOTE: - While creating the customer if we get the error, sales area is not defined for customers.
SOLUTION SPRO
SALES AND DISTRIBUTION
DEFINE
COMMON DISTRIBUTION CHANNELS
Select the required combination of sales organization and distribution channel and specify the sales distribution channel for the fields –COnds and
2. DEFINE COMMON DIVISION: - Select the required combination of the sales organization and division and specify the same division for the fields “Div Con” and “Div cus.
3. DEFINING ACCOUNT GROUP:-SPRO
FINANCIAL ACCOUNTING
RECEIVABLE AND ACCOUNTS PAYABLE CUSTOMERS
MASTER DATA PREPARATION FOR CUSTOMER MASTER DATA
DEFINE ACCOUNT GROUPS WITH SCREEN LAYOUT. OOO1 - SOLD TO PARTY.
OOO2 - GOODS RECEIPENTS. OOO3 - PAYER.
OOO4 - BILL TO PARTY.
In the definition of the account group we can control the field’s status. That is depending on the requirement we can make a field as optional entry or required entry or in display mode or we can SUPPRESS it also.
SP ALL THE VIEWS
SH SALES/SHIPPING/BILLING. (ONLY TAX-CLASS) PX SALES/BILLING
BP SALES
EXISTING IN THE CUSTOMER
XDO1-enter COMPLETE ACCOUNT GROUP CUSTOMER CREATING
SOLD TO PARTY ((or) BILL TO PARTY (or) PAYER NOTE: - Below To Account Group Views and Fields.
CUSTOMER: - Specify the customer number.
COMPANY CODE: - Specify the company code with which the customer
executes business transaction.
SALES ORGANIZATION: - Specify the sales organization with which the
customer executes the sales organization.
DISTRIBUTION CHANNEL: - Specify the channel through which the executive
to sales transaction.
DIVISON: - Specify the division from which the customer executes sale
transaction. Enter (find a/c)
PARTNER FUNCTION: - Enter the required data for the area customer master
and save the customer.
NOTE: - By creating customer if we get the bearer “sales area not defines for customer.
SOLUTION SPRO
SALES AND DISTRIBUTION
MASTER DATA
1- DEFINE COMMON DISTRIBUTION
CHANNEL:-Select the reserved combination of sales organization and distribution channel and specify same distribution channel for the fields (Dch-Cust/m+)
2- DEFINE COMMON DIVISION:-
Select the required combination of sales organization and division and specify same division for the fields “DIVISION and DIVCUS”.
3- DEFINING ACCOUNT GROUP: - SPRO FINANCIAL ACCOUNTING ACCOUNT RECIEVABLE ACCOUNT PAYABLE CUSTOMER ACCOUNTS
MASTER DATA
PREPARATAIN CREATING CUSTOMER MASTERDATA
DEFINE ACCOUNT GROUP SCREEN LAY OUT. SOLD TO PARTY – 0001
GOODS RECEIVE – 0002 PAYER – 0003 BILL TO PARTY - 0004
In the definition account group we can control the field specify that is depending on the requirement we can make a field by optional entry or required entry display mode or we can suppress also.
SP All the views, SH Sale / Shipping / billing, Pay Sales / Billing – BP – Bill – Sales
CREATING NUMBER RANGE FOR CUSTOMER
SPRO
FINANCIAL ACCOUNTING
ACCOUNTS RECORD & PAYABLE
CUSTOMER ACCOUNTS
MASTER DATA
PREPARATION FOR CREATING CUSTOMER DATA
CREATE NUMBER RANGES FOR CUSTOMER ACCOUNTS. Select the Button “CHANGE INTERVALS”
To create a new number range. Select the button “INSERT INTERVAL” For a number range. If we check the “EXETERNAL” it becomes an external number range. i.e., while creating the customers we have to specify a number for the customer. If we don’t check this field it becomes an internal number range where the system automatically process number for customers
NOTE: -To delete a number range the status must be initial after creating the number range it has to be assigned to the required account group for this go to. (enter) assign number ranges to customer account group.
Select the required account group and assign the number range.
PATNER DETERMINATION PROCEDURE:
-In the order to get the required partner functions in to customer master we have to define partner determination procedure for this.
SPRO
SALES AND DISTRIBUTION
BASIC FUNCTIONS
PARTNER DETERMINATION
SET UP PARTNER DETERMINATION
SET UP PARTNER DETERMINATION FOR CUSTOMER MASTER
DEFINE PARTNER FUNCTIONS:
-Select Partner function we have to specify a corresponding “PARTNER TYPE” which control the functionality of that partner for example for a partner function if the partner type is “KU” it becomes customers and if the partner type is “L I 1” it becomes under for a partner function. If we check the field “UNIQUE” we can have only one partner of that function with in a customer master.
NOTE: - SP is always “UNIQUE”.
1. ASSIGNING PARTNER FUNCTIONS TO ACCOUNT GROUP Select Account Groups, Function Assignment
Go to ‘new entries’ and assigned the required the partner functions to the required account group.
2. DEFINING PARTNER DETERMINATION PROCESSOR Select partner determination processor
Go to “new entries” and create processor.
3. PLACING THE PARTNER FUNCTION IN THE PROCESSOR Select the created processor and go to partner functions in processor.
Go to “new entries” and enter required partner function if we check the field “not modifiable”. It becomes mandatory to have at least one partner of that function in the customer master record.
4. ASSIGNING THE PROCESSOR TO ACCOUNT GROUP
Select partner determination processor assignments select the required account group and assign the processor
FIRST DEFINED ACCOUNT GROUP (4 GROUPS OF CUSTOMER) S-P, B-P, P-Y, S-H
1. DEFINE OUR ACCOUNT GROUP 2. CREATE NUMBER RANGE
3. ASSIGNED NUMBER RANGE TO ACCOUNT GROUP 4. COMPLETE PARTNER DETERMINATION PROCESSOR 5. CREATE CUSTOMER
EXTENDING THE CUSTOMER TO NEW SALES AREAS
Go to “XDO1” create below to the specify the account group specify the customer for whom the data has to be extended. Specify the new sales area to which the customer has to be extended.
In the reference section specify the same customer company code and specify that sales area in which he is already created (say) enter
The entire data will be extended to the new sales area and save the customer even though. The same data is copied to the new sales area.
If required it can be changed that have been made, “on the sales data view” are specific to that particular sales area only.
If a customer is created by using the transaction code ‘XDO1’, He can be used in sales as well as finance where as if the customer is created by using the transaction code “VDO1” He can only be used in SD.
MATERIAL MASTER DATA:
-LOGISTICS
SALES AND DISTRIBUTION
MASTER DATA
PRODUCTS
MATERIAL
OTHER MATERIALS (MMO1- CREATE) Specify the data for the following fields
1. MATERIAL: - “USE ANY CODE”
2. INDUSTRY SECTOR: - KEEP THIS ONLY (RETAIL) 3. MATERIAL TYPE: - enter only (HAWA Trading good) Select the button “select views”
Select the following views to maintain the data 1. BASIC DATA – 1
2. SALES SALES ORGANIZATION DATA – 1 3. SALES SALES ORGANIZATION DATA - 2 4. SALES GENERAL AND PLANT DATA 5. SALES TEXTS
6. MRP – 1 (MATERIAL REQUIREMENT PLANNING) 7. ACCOUNTING - 1
Select the button organizational levels
Specify the plant and the storage location in which the material exist and also specify the sales organization and the distribution channel from which the material has to be sold.
CREATING STORAGE LOCATION:
-SPRO
ENTERPRISE STRUCTURE
MAINTAINS STORAGE LOCATION Specify the data for the following views.
1. BASIC DATA – 1 (1)
Specify the description of the material.
2. BASE UNIT OF MEASURE – Specify the unit of measure in which the stocks of the material or maintained.
3. DIVISION – Specify the division in which the material exists 4. Specify the required dimensions of the materials
E A N: - INTERNATIONAL ORTICLE NUMBER U P C: - UNIVERSAL PRODUCT CODE
SALES SALES ORGANIZATION: -
Sales unit: - Specifies the unit of material in which the material is sold
NOTE: - 1. We need to specified a sales unit only if it definers from base unit 2. If the sales unit defers from base unit, we can maintain conversion factors that is the quantity relation between sales unit and base unit.
DELIVERY PLANT: - Specifies the plant from which the material is delivered to
the customers.
MATERIAL GROUP: - Specifies a grouping of materials that have the same
characteristics or tributes.
DEFINING MATERIAL GROUP: -
CASH DISCOUNT: - If we check this field, the material qualifies for the cash
discount specified in the terms of payment.
MINIMUM ORDER QUANTITY: - Specifies the minimum quantity of the
material that may be order for each cash sales transactions.
NOTE: - The minimum order quantity can only be maintained in base unit of measure
MINIMUM DELIVERY QUANTITY: - Specifies the minimum quantity of the
material that is to be delivered for each shipping transaction.
ROUNDING PROFILE: - Specifies the rule that the system uses to adjust the
order proposal quantity to the nearest deliverable units
NORM – STANDARD ITEM BANS – THIRD PARTY ITEM
ERLA (or) LUMF – BILLS OF MATERIALS (BOM).
SALES GENERAL&PLANT: - AVAILABILITY CHECK.
Specifies weather and how the system checks the availability of material in the sales document.
Specifies weather the material is maintained in batches.
TRANSPORTATION GROUP: - Specifies a grouping of materials that have the
same transaction requirements.
DEFINING TRANSPORTATION GROUP: - (GO TO SPRO)
LOADING GROUP: - Specifies a grouping of materials that have the same
loading requirements.
DEFINES LOADING GROUP: - (GO TO SPRO)
SALES TEXT: - Here we can specify any information regarding the material that
explain the material in more detail and use full in further processing of the material.
MRP-1(ND) : - (MATERIAL REQUIREMENT PLANING)
Specifies weather and how the requirement of material is planned.
ACCOUNTING – 1:
-a) VALUATION CLASS: - It enables the system to cost of different material types to the corresponding GL accounts
b) Depending on the “price control”, we have to specify either moving price or standard price. (Save the material master)
While creating the material if we get the ‘error’, the company code does not exist or has not been fully maintained resolve it in the following way.
SOLUTION: - SPRO LOGISTICS
GENERAL MATERIAL MASTER
BASIC SETTINGS
MAINTAIN COMPANY CODE FOR MATERIALS MANAGEMENT. Select the required company code and specify the current year and period.
EXETENDING THE ORGANIZATIONAL DATA FOR MATERIAL:
-‘MM01’ Create transaction code
For the field “material” for which the data has to be extended For the field “copy from material” specify the same material Select the required views
Select the button “organizational levels”
In the “copy from” fields specify those values in which the material is Already maintained
In the “organizational levels” specify those values to which the material has to be extended enter.
The material will be extended to the new organizational levels and save it.
To get the “TAX CLASIFICATION” in customer and material master records, go to “OVK1” go to new entries and assign the tax category “MUST” to the required country.
QUESTIONS IN CUSTOMER MASTER
1. Assigned four partner functions to account group but place only 3 in the procedure and create the customer?
Ans: - While creating the customer the system determines only those 3 partner
function that are placed in the procedure that is the partner determination procedure enables the system to determine the partner functions in to customer master record.
2. Assigned three partner functions to account group but place all four in the procedure and create the customer?
Ans: - In the customer master record the system determines all four partner
functions but it picks the customer numbers only for those three partner functions to account group enables the system to determine the corresponding customer numbers for the partner function.
3. In the customer master record where the system displays the account group by which that customer created?
Ans: - In the customer master data from the main menu select EXTRAS
administrative data.
4. In the customer master where we can see all the changes that have been made?
Ans: - In the customer master from the main menu select environment Account
charges All fields (or)
LOGISTICS
SALES AND DISTRIBUTION
BUSINESS PARTNER
CUSTOMER
DISPLAY CHANGES VD04 (or) XD04. 5. How to change the account group of a customer?
Ans: - LOGISTICS
SALES AND DISTRIBUTION MASTER DATA BUSINESS PARTNER CUSTOMER
XD07 CHANGE ACCOUNT GROUP. NOTE: -
To change the account group for a customer, the current and new account groups must have same number range.
CREATING SALES ORDER
LOGISTICS
SALES AND DISTRIBUTION
ORDER
VA01 CREATE (is a transaction code). Specify the order type “OR”
Specify the sales area in which the order is created – enter
In the over view screen specify the sold to party, ship to party Po no, (purchase order) material and order quantity.
ERROR NO – 1
The order type OR is not defined for sales area SOLUTION
SPRO
SALES AND DISTRIBUTION
SALES
SALES DOCUMENTS
SALES DOCUMENT HEADER
ASSIGN TO SALES AREA TO SALES DOCUMENT TYPES. 1 COMBINES SALES ORGANIZATIONS:
-Select the required sales organization and assign the same as reference. 2 COMBINE DISTRIBUTION CHANNELS:
-Select the required combination of sales organization and distribution channel and assign the same distribution channel as reference.
3 COMBINE DIVISIONS:
-Select the required combination of sales organization and division and assign the same division as reference.
4 ASSIGN SALES ORDER TYPES PERMITTED FOR SALES AREA: Go to “new entries” and specify the required combinations of sales organization, distribution channel, division and the document type (OR).
ERROR – 2
No pricing procedure could be determined.
1. SOLUTION: - In the corresponding customer master specify the customer pricing procedure as 1.
2. SOLUTION: - Go to /n OVKK. Go to new entries and assign the pricing procedure (RVAA01) to the required combination of sales organization, distribution channel, division, document pricing procedure (A) and customer pricing procedure (1) then that error will be solved.
ERROR – 3
For the item number business area can be determined. SOLUTION
SPRO
SALES AND DISTRIBUTION
BASIC FUNCTIONS
ACCOUNT ASSIGNMENT AND COASTING BUSINESS AREA ACCOUNT ASSIGNMENT
DEFINE NEW RULES BY SALES AREA:
-Select the required sales area and assigned the “rule” for business area determination,
If the rules “1” we need to assign the business area to the plant and division. For this go to – entry.
Assign business area to plant and division go to new entries and assign the required business area to the required plant and division.
If the rule is “2 or 3” we need to assign the business area. For this go to assign business area by sales area.
ERROR – 4
If we get an error regarding “chart of account” solution, go to “ob62” select the required company code and assign the chart of accounts “I N T”
(PRE DEFINED ENTRIES)
ERROR -5
Assign physical year variant go to “0B37” select the required company code and assigned “K4”.
CUSTOMER MATERIAL INFORMATION RECORD
If the customer is placing order for a material by his own code. (Customer material number) rather the original material code, we need to maintain this record. Where we have to assign that customer material number to the original material code. During the sales order processing if we specify the customer material number; the system automatically determines original material number.
MAINTAINING CUSTOMER MATERIAL INFORMATION RECORD
LOGISTICS
SALES AND DISTRIBUTION MASTER DATA AGREEMENT
CUSTOMER MATERIAL INFORMATION “VD51” Create.
Specify the customer for whom the record has to be maintained and also specify the corresponding sales line of the customer ( )
In the over view screen specify the original material code for the field material number.
Select the record and go to details where we can specify customer description plant minimum delivery quantity etc, (save the record)
NOTE: - In the sales order the customer material number is entered on the view ordering party.
CONDITIONS MASTER DATA:
-In a business practice the enter pricing is categories in to four elements. They are
1). BASIC PRICE
2). DISCOUNT CHARGE OR SURCHARGE 3). TAX
4). FRIEGHT
For each pricing element we have corresponding “condition types” in the SAP system for example.
PR00: - PRICE
K004: - MATERIAL DISCOUNT
K005: - CUSTOMER MATERIAL DISCOUNT K007: - CUSTOMER DISCOUNT
MWST: - OUT PUT TAX KF00: - FRIEGHT
Defining on the requirement. We need to maintain the condition amounts for the condition type, maintaining the condition amount for a condition type is called
condition record and maintaining condition records for the condition type is called conditions master data.
MAINTAINING CONDITION RECORDS: -
LOGISTICS
SALES AND DISTRIBUTION
MASTER DATA
CONDITIONS
SELECT USING CONDITION TYPE “VK11” creates.
Specify the condition type for which the condition record has to be maintained select the required key combination.
Then enter on “fast entry’s” screen maintain the condition record by specifying the required the material and the corresponding amount.
The condition record is always valley with in the two dates specified for the fields valid from and valid to.
SALES: -
To change the condition amount as the quantity “OR WEIGHT OR VOLUME etc” changes, we need to maintain sales. For this select the record and select the icon scales.
MAINTAINING LIMIT VALUES:
-Select the record and select the icon details and specify the required values for the fields, “LOWER LIMIT AND UPPER LIMIT”. So that during pricing in the sales document the condition type cannot be change to a value that false is and these limits. (Save the condition record).
In the sales document the pricing information of the material is displayed on the “conditions” tab page in the corresponding item data.
SALES DOCUMENT PROCESSING STRUCTURE OF A SALES DOCUMENT:
-The entire data in the sales document lies at 3”levels” they are HEADER DATA, ITEM DATA & SCHEDULE LINE DATA.
HEADER DATA: -
Any information which is applicable for the entire sales document it self. Is called header data for example SOLD TO PARTY, SHIP TO PARTY, PO.NO,
DOCUMENT DATA, DOCUMENT CURRENCY ETC,
To see the header data select the icon display document header details from the over view screen (or) in the over view screen from the main menu select Go to HEADER select the required view.
ITEM DATA: -
Even though general data entered at header level up lies by default for all the items in the sales document, each and every item in the document will have it own
related information called item data. For example material code, description, order quantity, unit of measure, plant, pricing, ship to party etc.
Even though the data had header level is copy to the items if required it can be changed at item level. But those changes are specifies to that particular line it an only for which they have be made.
To select item data select the line item and select the icon display item details (or) from the main menu select go to item select the required view.
SCHEDULE LINE DATA: -
It always gives the information about the delivery dates and corresponding
quantities depending on the availability of the material, Each and every item in the document will have one or more number of schedule lines to see this schedule line data of an item, go to the corresponding item data and select the views schedule lines.
ORIZAN OF DATA IN THIS SALES DOCUMENT
I NTRODUCTION: - During the sales document processing the system automatically retries the data at all levels in the following way.
HEADER LEVEL: - At this level the system determines the data from the
customer record. The movement we entered sold to party in the sales document, the system by default goes to the corresponding master record and checks weather all the partners are same or they defer. If all the partners are same, the system retries the entire data from the sold to party record it self. If the partners differ, the
system determines the data from different master records. Curtain details like sales area , sales office, sales group etc will be determine from sold to party record, curtain other details like unloading point, receiving point, shipping conditions etc, will be incoterms, payment terms etc, will be determine from payer record.
ITEM LEVEL: - At this level the system retries the data in different ways for
example curtain details like. Unit of measure, conversion factors, gross weight, net weight, division etc. will determined from the corresponding material master record. Where as curtain other details like incoterms, payment terms, unloading point etc, will be copied from header data the system determines the plant for the item from one of the following master records by searching in the sequence in which they are specified.
CUSTOMER MATERIAL INFOCORD CUSTOMER MASTER RECORD MATERIAL MASTER RECORD
SCHEDULE LINE LEVELS: - At this level the system proposes delivery dates
and the corresponding confirm quantities by checking availability of material and also by considering the corresponding lead times.
CREATING THE SALES DOCUMENTS WITH REFERENCE
Example creating order with reference to quotation
CREATING QUATATION:
LOGISTICS
SALES AND DISTRIBUTION SALES QUOTATION VA21CREATE.
Specify the quotation type “QT” enter the required data and save the quotation. 2. CREATE ORDER AGAIN’ST QUATATION:
-VA01, create specify the order type (OR) Select the button “create with reference”
Specify the quotation number and select button copy
The entire data will be copied from quotation to sales order and save it.
3. DOCUMENT FLOW: - If the documents are create at reference, the system forms a flow documents in which if we know one document number, with the help the icon “DISPLAY DOCUMENT FLOW” we can see the other document
numbers.
STATUS OF A SALES DOCUMENT
We have “3” different status for a sales document. They are “open being process and completed”
The status of a sales document always depends on status of the items in the
document. If the status of all the items in the document is “open”, the status of the document is open. If the status of the document is completed, if the status of any one of the items in the document is either open (With other items having the status completed) Or being process. The status of the document is being process. The status of the item in the document depends on the quantity that has been reference. If it is fully referenced, the status of the item will be opened. If it is not at all
referenced, the status of the item will be opened. If it is partially referenced, the status of the item is being process. We can see the entire status of a sales document by selecting the button “status over view” in the document flow or select the TAB page “status” in the header data. To see the status of individual items, select the TAB page “status” in the corresponding item data.
CONTROLING THE DATA IN THE SALES DOCUMENT
As for the sales requirement for the client, the data at all the “3” levels in the sales documents has to be process accordingly, for this we have the following
controlling partners in the sales document.
1. The data at header level is controlled by “sales document type” 2. The data at item level is controlled by “item category”
3. The data schedule line level is controlled by schedule line category.
SALES DOCUMENT TYPES
In a business process we have different sales transactions like Enquiry, Quotation, Sales order, Return order etc; each sales transaction is having its own purposed
behavior. For example the transaction quotation is not relevant for shipping and billing where as the other transactions. Sales order is relevant from both of them. For each sales transaction we need to create a corresponding sales document in the SAP system. While creating the sales document we have to specify the sales
transaction for which that sales document is created and it is always controlled by sales document type each sales document is created by using a sales document type which is the representation of the sales transaction in the SAP system and help the system in further processing of the document.
The number of sales document types that we need to define depends on the sales requirement of the client.
1). DEFINING SALES DOCUMENT TYPES SPRO
SALES AND DISTRIBUTION
SALES
SALES DOCUMENT
SALES DOCUMENT HEADER
DEFINE SALES DOCUMENT TYPE.
EXAMPLE: - “IN” – ENQUIRY, “QT” – QUOTATION, “OR” – ORDER,
“RE” – RETUNS ORDER, “CS – CASH SALE, “RO” – RUSH ORDER (special sales order) “DS” – SCHEDULING AGREEMENT,
“CR” – CREDIT IT MEMO REQUEST, “DR” DEBIT MEMO REQUEST.
FUNCTIONALITY OF SALES DOCUMENT TYPE 2. DOCUMENT CATEGERY
Specifies a classification of different types of documents that we can process in the sales and distribution system. The document category determines how the system stores and keeps track of the document data.
FOR EXAMPLE: - A) INQUIRY, B) QUOTATION, C) ORDER etc
Specifies weather the sales document type is blocked for processing.
If we block a sales document type, the users cannot create new sales documents of that type. But those sales documents that are already created before setting the block can be changed or displayed.
4. NUMBER RANGE INTERNAL ASSIGNMENT:
-5. NUMBER RENGE EXTERNAL ASSIGNMENT: -
Specifies the number ranges that either the system (If it is internal) or the user (If it is external) uses for giving numbers for sales documents while saving them.
NOTE: - Creating number ranges for sales documents SPRO
SALES AND DISTRIBUTION
SALES
SALES DOCUMENT
SALES DOCUMENT HEADER
DEFINIG NUMBER RANGES FOR SALES DOCUMENT
6). ITEM NUMBER INCREAMENT
Specifies the value by which the item number in the sales document increases. “WHEN THE SYSTEM AUTOMATICALLY GENERATES ITEM NUMBERS” in the sales documents.
7). SUB ITEM INCREAMENT; - Specifies the value by which the sub item number is incremented in the sales document. NOTE: - If we leave the field blank, the sub item number will be incremented by a value by which the main item number is incremented.
-Specifies weather reference document is mandatory for creating the sales document. If so it also specifies the document type that should be used as reference.
9). ITEM DIVISION:
If we check this field, the division at item level in the sales document will be determined from corresponding material master record. Other wise the division entered at header level will be copied to all the items in the document.
10). CHECK DIVISION:
-Specifies weather and how the system reacts if the division at item level in the sales document defers from the division at he header level. 11). CHECK CREDIT LIMIT:
-Specifies weather the system carry’s out a credit limit check during the sales document processing.
NOTE: - Its not required to carry out the credit limit check for curtain sales document types IN, QT, RE, CS, they are ways recommended to check the credit limit for “OR”
12). READ INFORMATION RECORD:
-In the sales document if we specify the customer material number, the system automatically determines original material number. For this we have to check this field in the definition of corresponding sales document type.
13). CHECK PURCHASE ORDER NUMBER:
-Specifies weather and how the system reacts if multiple sales documents have the same “P.O” number
NOTE: - If multiple sales documents have the same “P.O” number by using this field we can get either warning message or no messages. If the requirement is to get error message we have to user exists in ABAP. To see all the available user exists go to.
SPRO
SALES AND DISTRIBUTION
SYSTEM MODIFICATIONS
14). SCREEN SEACKVENCE GROUP:
Specifies which screens we see during the sales document processing. 15). TRANSACTION GROUP:
-Specifies a group in that allows you to control a curtain characteristics of a transaction according to sales document type. The transaction group controls the types of documents that we can process with curtain system transaction.
0. FOR ORDER 1. FOR INQUIRY 2. FOR QUOTATION 16). DOCUMENT PRIECING PROCEDURE:
-This field enables the system to automatically determine a corresponding pricing procedure during the sales document processing, depending on the sales document type “A” default.
17). DISPLAY RANGE:
-Specify weather the system displays the entire item in the sales document (OR) only main items.
18). F.CODE FOR OVER .V. SCREEN:
-Specify which other view screen we reach during the sales document processing offer specifying the data on the initial screen.
19). QUOTATION MASSEGES:
-Set an indicator if we want to receive message information that open quotations exist, while creating the sales document.
Depending on the indicator we select the system searches for open quotation in the sales document either at header level for customer (OR) at item level for the
material.
NOTE: - It is always a recommended practice to use this feature for “OR”, never use it for “IN” and depending on the requirement it can used for “Q1”,
20). OUT LINE AGREEMENT MESSAGES:
-Same as above but used for “OPEN AGREEMENTS” 21). MESSAGE MASTER CONTRACTS:
-Same as above but used for “OPEN CONTRACTS” 22). INCOMPLETION MESSAGES:
SHIPPING
23). DELIVERY TYPE : -
Specifies the corresponding delivery type of the sales document Example: - LF – Delivery with reference to sales order.
NOTE: - No shipping date has to be specified for curtain sales document types. Like “IN and QT”,
24). SHIPPING CONDITIONS:
-If we specify “shipping conditions” for this field in the definition of sales document type, during the sales document processing the value for shipping conditions will be determined from this field only but not from customer master record.
25). DELIVERY RELATED BILLING TYPE: -26). ORDER RELATED BILLING TYPE: -
Specifies the corresponding billing type of the sales document type EX: - (F1) Order related invoice
(F2) Delivery related invoice.
NOTE: - No billing data as to be specified for curtain sales document types like (“IN and QT”).
27). BILLING BLOCK:
-Specifies weather the sales document type is blocked for billing. 28). PROPOSE DELIVERY DATE: -
If we check this field, the system automatically proposes the current date as requested delivery date in the sales document.
29). LEAD TIME IN DAYS:
-Specifies the number of days in to future that the system uses to propose the
requested delivery date in the sales document 30). PROPOSE (P.O) DATE: -
If we check this field, the system automatically proposes the current date as P.O date in the sales document.
31). PROPOSAL FOR PRIECING DATE: -
Specifies the date that the system automatically proposes as “PRIECING DATE” in the sales document
32). PROPOSED VALID FROM DATE: -
Specifies the default “VALID FROM DATE” while creating the documents such as quotations.
ITEM CATEGORY
The data at item level in a sales document is controlled by item category.
Defining on the document in which an item is entered and depending on the item that is entered in the document, the data has to be controlled accordingly.
1. EXAMPLE
The same item has to be processed in different ways in different sales documents.
FOR EXAMPLE: - If an item exist in quotation. It is not relevant for “ship to
party & billing party” where as it is relevant for both of item. If it exist in the document sales order
2. EXAMPLE
The same item has to be processed in different ways in the same document.
FOR EXAMPLE: - If we offered free goods for an item, the main quantity has to
be priced but not the free goods quantity even though the material is same.
3. EXAMPLE
Different items are to be processed in different ways in a sales document.
FOR EXAMPLE: - If we create sales order for a third party item, the system shall
automatically create a purchase requisition which is not required for a standard item. To fulfill all such sales requirements,, we need to defined different item category’s with the corresponding functionalities
and make sure that the system automatically determines and appropriate item category for the item during the sales document processing.
DEFINE THE ITEM CATEGORY
SPRO
SALES AND DISTRIBUTION
SALES
SALES DOCUMENT
DEFINE ITEM CATEGORY
STANDARD ITEMS
EXAMPLE: - AFN ITEM CATEGORY OF INQUIRY AGN ITEM CATEGORY OF QUOTATION TAN IS IN CATEGORY OF ORDER
AFNN THIS IS THE ITEM CATEGORY OF FREE GOODS INQUIRY AGNN THIS IS THE ITEM CATEGORY OF FREE GOODS QUOTATION TANN THIS IS THE ITEM CATEGORY OF FREE GOODS ORDER
TAS THIRD PARTY ITEM OF CATEGORY
FUNCTIONALITY OF ITEM CATEGORY COMPLETION RULE:
-Specifies the rule that establishes when the status of a quotation or contract is completed.
FOR EX: - We can specify that the status of a quotation is completed after the full quantity has been referenced or with the first reference it self or we can also
specify that it’s not relevant for completion.
BILLING RELEVANCE:
-Specifies weather the item is relevant for billing. If so it also specifies the reference document for creating the billing document.
NOTE: - Curtain items such have the items enquiry and quotation cannot be billed so the corresponding item category “AFN &AGN” respective or not relevant for billing. But the item category “TAN” which is used in sales order is relevant for billing.
BILLING BLOCK:
-Specifies weather the item is blocked for billing.
PRICING:
-Specifies weather the item is relevant for pricing or not.
BUSINESS ITEM:
-If we check this field, the business data at item level is allowed to defer from the business data at header level in the sales document.
NOTE: - 1. Any information related to sales, shipping and billing is called business data
2. The business data of returns item should not be changed in the return order of type “RE”. So we must not check this field in that corresponding item category of returns.
SCHEDULE LINE ALLOWED:
NOTE: -Curtain items such as the items in the document “CREDIT MEMO REQUEST” need not have schedule lines. So we must not check this field in that corresponding category (G2N)
ITEM RELEVANT FOR DELIVERY:
-Specifies weather a “TEXT ITEM” is relevant for delivery.
NOTE: - To make a text item has relevant for delivery, we have to check this field in that corresponding item category “TATX”. We need to make the item category “TATX” has text item by specifying the value (B) – (TEXT ITEM) for the field item type.
RETURNS:
-If we check this field, the item becomes a returns item.
NOTE: - The items processed in the sales document of type “RE” are the return items. So we have to check this field in that corresponding item category “REN”.
WEIGHT AND VOLUME RELEVANT:
-If we check this field, the system determines weight and volume of the item In to sales document from the corresponding material master record.
CREDIT ACTIVE:
-Specifies weather the item is relevant for credit management activities.
NOTE: - The items processes in the document “cash sale” cannot be sold on credit basis. So we must not check this field in that corresponding item category (BVN).
DETERMINE COST:
-If we check this field, the system determines the cost of the item during pricing in the sales document.
NOTE: - The cost condition type is “VPRS”.
AUTOMATIC BATCH DETERMINATION:
-If we check this field, the system automatically determines a corresponding batch number for the items in the sales document.
ROUNDING PERMITTED:
-If we check this field, the order quantity of the item will be rounded to the nearest deliverable units depending on the rounding profile specified in the material master.
ORDER QUANTITY = 1:
-If we check this field, the order quantity for each line item will be limited to “1”.
SCREEN SEAQUANCE GROUP:
-(N) – SAVE THE ITEM CATEGORY.
During the sales document processing the system automatically determines a corresponding item category for the items. For this the following setting must be done.
SPRO
SALES AND DISTRIBUTION
SALES
SALES DOCUMENT
SALES DOCUMENT ITEM
ASSIGN ITEM CATEGORY
INQUIRY STANDARD AFN
QUOTATION STANDARD AGN
ORDER STANDARD TAN
RETURN STANDARD REN
CASH SALES STANDA RD BVN
ORDER 3rd PARTY SALES TAS
SALES DOCUMENT TYPES
Z I N DOCUMENT – CATEGORY – “B”
ZQT1
DOCUMENT – CATEGORY – “C” ZOR
DOCUMENT – CATEGORY – “A”
ITEM CATEGORIES
ZAFN ZAGN ZTAN
N.R COMPLETION N.R COMPLETION N.R COMPLETION
RULE RULE RULE
REL.BILLING N.R BILLING N.R BILLING
ZAFNN ZAGNN ZTANN
S.DOC TYPE ITEM CATE GROUP USAGE HI LV ITEM CAT DEF IT CAT
INQUIRY ZOR NORM - - ZAGN
INQUIRY ZOR NORM - ZAGN ZAGNN
QUOTATION ZIN NORM - - ZTAN
QUOTATION ZIN NORM - ZTAN ZTANN
ORDER ZQT NORM - - ZAFN
ORDER ZQT NORM - ZAFN ZAFNN
STANDARD ITEM CATEGORY DETERMINATIN
SD.TYPE ITEM CATEGORY USAGE HI LV ITEM DFL IT CATEG
IN NORM - - AFN
IN NORM - AFN AFNN
QT NORM - - AGN
QT NORM - AGN AGNN
OR NORM - - TAN
OR NORM - TAN TANN
RE NORM - - REN CS NORM - - BVN RO NORM - - TAN CR NORM - - G2N DR NORM - - L2N OR NORM - - TAS QT AGN
NOTE: - While assigning the item category, what ever the item category that is assigned as manual item category, with that we can replace the default item category in the sales document.
SCHEDULE LINE CATEGORY:
-The data at schedule line level in the sales document is controlled by schedule line category. We need to define different schedule line categories with the
corresponding functionalities to be used in the respective sales documents. 1. DEFINING SCHEDULE CATEGORY:
-SPRO BANS TAS NORM TAN ORDER TANN NORM NORM TAN ORDER TAN OR IN AFN NORM
SALES AND DISTRIBUTION SALES SALES DOCUMENT SCHEDULE LINES
DEFINE SCHEDULE LINE CATEGORIES EXAMPLE: - AT – INQUIRY SCHEDULE LINE
BN – QUOTATION SCHEDULE LINE CP – ORDERS SCHEDULE LINE
CV – ORDERS SCHEDULE LINE CN – ORDERS SCHEDULE LINE
DN – RETURNS SCHEDULE LINE
FUNCTIONALITY OF SCHEDULE LINE CATEGORY 1. DELIVERY BLOCK:
-Specifies weather the item is blocked for delivery.
2. MOVEMENT TYPE:
-Specifies the physical or logical movement of materials leading to a change in the stock levels or resulting in the consumption of the material
EXAMPLE:
601 – GOODS ISSUE DELIVERY
651 – GOODS RETUNS (RESTRICTED USE )
653 – GOODS RETURNS ( UN RESTRICTED USE )
655 – GOODS RETURN FOR QUALITY INSPECTION 661 – GOODS RETURN TO VENDOR
301 – PLANT TO PLANT STOCK TRANSFER 561 – ENTYR OF STOCK IN THE PLANT
3. ITEM RELEVANT FOR DELIVERY:
-If we check this field, the item becomes relevant for delivery
NOTE: -A curtain item such has the items in inquiry and quotations are not relevant for delivery. So we must not check this field in those corresponding schedule line categories “AT & BN” respectively.
4. ORDER TYPE:
-Specifies the document type “NB” for this field in the schedule line category of third party which is “CS”. For “CS” we have to specify the value “5”
(THIRD PARTY) for the field item category
5. REQUIREMENT OR ASSEMBLY: -
If we check this field, the requirement (ORDER QUANTITIES) will be transferred from sales and distribution to inventory management.
6. AVAILABILITY
If we check this field, the system carry’s out availability check for the items in the sales document.
7. PRODUCT ALLOCATION:
-If we check this field, product allocation will be activated for the items in the sales documents.
SAVE THE SCHEDULE LINE CATEGORY
SCHEDULE LINE CATEGORY DETERMINATION
During the sales document processing the system automatically determines a corresponding schedule line category for the items.
For this the following setting must be done. SPRO
SALES SALES DOCUMENTS SCHEDULE LINES
ASSIGNED SCHEDULE CATEGORIES
Go to ‘new entries’ and assigned the schedule line category to the combination of item category and MRP type.
NORM M-10 M-14 Mrp type –VV ND TAN TAN Availability Requirement & Assembly Availability Requirement & Assembly
ITEM CATEGORY MRP TYPE SCHEDULE LINE CATEGORY
TAN VV CP
TAN ND CV
NOTE: -During the schedule line category determination what ever the manual schedule line category we have assigned, with that we replace the default schedule line category in the sales document.
Sales document type Item category group usage Higher level item IN NORM _ Default item category
QT NORM _ AFN Mrp type
OR NORM _ AGN ND Sch line cat
OR NORM _ TAN ND AT RE NORM _ TANN ND BN CS NORM _ REN ND CP OR BANS _ BVS ND CP TAS ND BN ND CD DS
PRICING
During the sales document processing the system automatically calculates the net value of the document by considering the condition values of different pricing elements. For this we need to configure the entire pricing has per the clients requirements in the sap system by using “CONDITION TECHNIC” which comprises of,
ACCESS SEQUANCE CONDITION TYPES
PRICING PROCEDURE DEFINATION
PROCING PROCEDURE DETERMINATION
1. CONDITION TABLES:
-The condition table contains the key fields for maintaining condition records for the condition types. Depending on the requirement we can have any key field while creating the condition table. One condition type can have multiple condition tables and one condition table can be used for multiple condition types. If a
condition table is used for more than one condition type, the usage of condition records maintained in that condition table depends on the condition type to which it is assigned.
CREATING CONDITION TABLE
SPRO
SALES AND DISTRIBUTION BASIC FUNCTIONS PRICING PRICING CONTROL
DEFINE CONDITION TABLES
CREATING CONDITION TABLES Specify a number for the condition table which must be between “501 & 999”. In the over view screen, from the field catalogue which contains the list of available fields, select the required key fields.
To specify the required description for the condition table select the icon “PROPOSE OR MAINTAIN TEXT”.
While maintaining the condition records we can always set the validity period by specifying the required dates for the fields valid from and valid to.
To get this two fields, we have to check the field “WITH VALIDITY PERIOD” in the definition of condition table select button “TECHNICAL VIEW”.
Here the fields that are marked has “KEY” appears at key level and the fields that are marked as “ FOOTER FIELD” appears at footer level while maintaining condition records.
Select the icon generate.
Select the button “LOCAL OBJECT” for saving the condition table.
2. ACCESS SEQUANCE: -
The access sequence is a search strategies with the help of which the system determines valid condition records for the condition types during pricing in the sales document. For this we need to create an access sequence and place the
required condition tables in a specified order and than use that access sequence for the required condition type.
An access sequence can have multiple condition tables and if required one access sequence can be used for multiple condition types.
If an access sequence is having multiple condition tables, the order in which they are kept in the access sequence is very much important. Generally it is from most specific combination to most generic combination.
CREATING ACCESS SEQUENCE
SPRO
SALES AND DISTRIBUTION BASIC FUNCTIONS PRICING PRICING CONTROL
DEFINE ACCESS SEQUENCE
MAINTAIN ACCESS SEQUENCE Go to new entries and create the access sequence.
Select the create access sequence and go to access.
Go to new entries and enter the required condition tables in the required order. The field number specifies the sequential number of the condition table in the access sequence.
