Complete Config-SAP SD

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1. Enterprise Structure Config

1.1 DEFINE SALES ORGANIZATIONS

PRECONDITIONS: A SLAES ORGANIZATION IS AN ORG UNIT RESPONSIBLE FOR SELLING AND DISTRIBUTIONOFPRODUCTSANDNEGOTIATINGTERMSOFSALEWITHCUSTOMER.

PATH:(TRANSACTION CODE OVX5)

IMG  ENTERPRISE STRUCTURE  DEFINITION  SALES & DISTRIBUTION  DEFINE, COPY, DELETE, CHECK SALES ORGANIZATION

PROCEDURE: DEFINE 2 SALES ORGANIZATIONS REPRESENTING POWER INDIA LTD AND POWER ELECTRONICSLTD.

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1.2 DEFINE DISTRIBUTION CHANNELS

PRECONDITIONS: A DISTRIBUTION CHANNEL IS AN ORGANIZATIONAL UNIT RESPONSIBLE FOR DISTRIBUTINGGOODSANDSERVICESTOCUSTOMER.

PATH:(TRANSACTION CODE OVXI)

IMG  ENTERPRISE STRUCTURE  DEFINITION  SALES & DISTRIBUTION  DEFINE, COPY, DELETE, CHECK DISTRIBUTION CHANNEL

PROCEDURE:DEFINE4DISTRIBUTIONCHANNELSFORPILAND1FORPELASMENTIONEDINBELOW SCREENSHOT.

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1.3 DEFINE SALES OFFICES

PRECONDITIONS:ASALESOFFICEISANORGANIZATIONALUNITRESPONSIBLEFORSALESWITHINA SPECIFICGEOGRAPHICALAREA

IMG  ENTERPRISE STRUCTURE  DEFINITION  SALES & DISTRIBUTION  MAINTAIN SALES OFFICE

PROCEDURE: MAINTAIN 5 SALESOFFICES FORPIL AND 1 FORPEL ASMENTIONED INTHE BELOW SCREENSHOT.

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1.4 DEFINE SALES GROUPS

PRECONDITIONS:ASALESGROUPISAGROUPOFSALESPERSONSRESPONSIBLEFORSALESITEMS INASALESORDER

IMG  ENTERPRISE STRUCTURE  DEFINITION  SALES & DISTRIBUTION  MAINTAIN SALES GROUP

PROCEDURE: DEFINE 50 SALES GROUP AS PER FOLLOWING BREAKUP – DELHI 12, KOLKATA-12, MUMBAI-13,CHENNAI-13

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1.5 DEFINE PLANTS

PRECONDITIONS:APLANTISANOPERATINGAREAORBRANCHWITHINACOMPANYCODE

PATH:(TRANSACTION CODE OX10)

IMG  ENTERPRISE STRUCTURE  DEFINITION  LOGISTICS GENERAL  DEFINE, COPY, DELETE, CHECK PLANT

PROCEDURE:DEFINE50PLANTSASPERFOLLOWINGBREAKUP–DELHI12,KOLKATA-12,MUMBAI-13, CHENNAI-13. ALSO DEFINE 4 RDC’S AS PLANTS. TOTAL PLANTS FOR PIL = 54 FROM SALES & DISTRIBUTIONPERSPECTIVE.

DEFINE ONEPLANT(BANGALORE)FORPELASWELLFROMSALESPOINTOFVIEW. PARAMETERS

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1.6 DEFINE DIVISIONS

PRECONDITIONS:ADIVISIONISAWAYTOGROUPPRODUCTSANDSERVICES

PATH:(TRANSACTION CODE OVXB)

IMG  ENTERPRISE STRUCTURE  DEFINITION  LOGISTICS GENERAL  DEFINE, COPY, DELETE, CHECK DIVISION

PROCEDURE:DEFINE4DIVISIONSFORPILAND2FORPELASPERBELOWGIVENSCREENSHOT PARAMETERS

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1.7 DEFINE SHIPPING POINTS

PRECONDITIONS:ASHIPPINGPOINTISANORGANIZATIONALUNITWITHINWHICHPROCESSINGAND MONITORINGOFDELIVERIESASWELLASGOODSISSUEISCARRIEDOUT

PATH:(TRANSACTION CODE OVXD)

IMG  ENTERPRISE STRUCTURE  DEFINITION  LOGISTICS EXECUTION  DEFINE, COPY, DELETE, CHECK SHIPPING POINT

PROCEDURE:DEFINE50SHIPPINGPOINTSASPERFOLLOWINGBREAKUP–DELHI12,KOLKATA-12, MUMBAI-13,CHENNAI-13.ALSODEFINE4SHIPPINGPOINTSFOR RDC’S.TOTALSHIPPINGPOINTS FOR=54FROMSALES&DISTRIBUTIONPERSPECTIVE.

DEFINE ONESHIPPINGPOINT(BANGALORE)FORPELASWELLFROMSALESPOINTOFVIEW. PARAMETERS

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1.8 ASSIGN SALES ORGANIZATION TO COMPANY CODE

IMGENTERPRISE STRUCTUREASSIGNMENTSALES & DISTRIBUTION  ASSIGN SALES ORGANIZATION TO COMPANY CODE

PROCEDURE:ASSIGNSPILTOPIO1(POWERINDIALTD)COMPANYCODEANDSPELTOPE00(POWER ELECTRONICSLTD)COMPANYCODE

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1.9 ASSIGN PLANT TO COMPANY CODE

PATH:(TRANSACTION CODE OX18)

IMGENTERPRISE STRUCTUREASSIGNMENTLOGISTICS GENERAL  ASSIGN PLANT TO COMPANY CODE

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1.10 ASSIGN DISTRIBUTION CHANNEL TO SALES ORG

PATH:(TRANSACTION CODE OVXK)

IMG  ENTERPRISE STRUCTUREASSIGNMENT  SALES & DISTRIBUTION  ASSIGN DISTRIBUTION CHANNEL TO SALES ORGANIZATION

PROCEDURE:ASSIGN4DISTRIBUTIONCHANNELOFPILTOSPILAND1DISTRIBUTIONCHANNELOF PELTOSPEL.

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1.11 ASSIGN DIVISION TO SALES ORGANIZATION

PATH:(TRANSACTION CODE OVXA)

IMG  ENTERPRISE STRUCTUREASSIGNMENT  SALES & DISTRIBUTION  ASSIGN DIVISION TO SALES ORGANIZATION

PROCEDURE: MAINTAIN THE ASSIGNMENT AS PER BELOW SCREEN SHOT FOR PEL AND PIL DIVISIONS.

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1.12 SET UP SALES AREA

PATH:(TRANSACTION CODE OVXG)

IMG  ENTERPRISE STRUCTUREASSIGNMENT  SALES & DISTRIBUTION  SET UP SALES AREA

PROCEDURE: MSET UP DIFFERENT SALES AREAS FOR PIL AND PEL BY MAINTAINING THE FOLLOWINGASSIGNMENTS–SALESORG+DISTRIBUTIONCHANNEL+DIVISION

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1.13 ASSIGN SALES OFFICE TO SALES AREA

PATH:(TRANSACTION CODE OVXM)

IMG  ENTERPRISE STRUCTUREASSIGNMENT  SALES & DISTRIBUTION  ASSIGN SALES OFFICE TO SALES AREA

PROCEDURE:ASSIGN4SALESOFFICESOFPILTOEACHSALESAREADEFINEDFORPILAND1SALES OFFICEOFPELTOSALESAREASDEFINEDFORPEL.

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1.14 ASSIGN SALES OFFICE TO SALES GROUPS

PATH:(TRANSACTION CODE OVXJ)

IMG  ENTERPRISE STRUCTUREASSIGNMENT  SALES & DISTRIBUTION  ASSIGN SALES GROUP TO SALES OFFICE

PROCEDURE:MAINTAINTHEASSIGNMENTASPERBELOWSCREENSHOT.

E.G- 12SALES GROUP OF DELHI REGION ARE ASSIGNED TO DERD SALES OFFICE. SIMILARLY, MAINTAIN THE ASSIGNMENT FOR CHENNAI, KOLKATA,MUMBAI REGION AND BANGALORE REGION.

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1.15 ASSIGN SALES ORG / D CHANNEL TO PLANT

IMG  ENTERPRISE STRUCTUREASSIGNMENT  SALES & DISTRIBUTION  ASSIGN SALES ORGANIZATION / DISTRIBUTION CHANNEL TO PLANT

PROCEDURE: MAINTAIN THE ASSIGNMANT ASPER BELOW SCREEN SHOT. THE SAMEIS DONE TO MAKEADELIVERINGPLANTBYASSIGNINGITTOACOMBINATIONOFSALESORGANIZATIONAND DISTRIBUTIONCHANNEL.

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1.16 ASSIGN SHIPPING POINTS TO PLANTS

PATH:(TRANSACTION CODE OVXC)

IMG  ENTERPRISE STRUCTUREASSIGNMENT  LOGISTICS EXECUTION  ASSIGN SHIPPING POINT TO PLANT

PROCEDURE:EVERYPLANT MUSTHAVEASHIPPINGPOINTFORPROCESSINGOFDELIVERIESAND GOODSMOVEMENT.MAINTAINTHEASSIGNMENTASPERBELOWSCREENSHOT.

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1.17 DEFINE SHIPPING CONDITIONS

PATH:(TRANSACTION CODE OVSF)

IMG  LOGISTICS EXECUTION  SHIPPING  BASIC SHIPPING FUNCTIONS  SHIPPING POINT AND GOODS RECEIVING POINTS DETERMINATION  DEFINE SHIPPING CONDITIONS

PROCEDURE:

1.18 DEFINE LOADING GROUP

PATH:(TRANSACTION CODE OVSX)

IMG  LOGISTICS EXECUTION  SHIPPING  BASIC SHIPPING FUNCTIONS  SHIPPING POINT AND GOODS RECEIVING POINTS DETERMINATION  DEFINE LOADING GROUPS

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1.19 DEFINE SHIPPING POINT DETERMINATION

PATH:(TRANSACTION CODE OVL2)

IMG  LOGISTICS EXECUTION  SHIPPING  BASIC SHIPPING FUNCTIONS  SHIPPING POINT AND GOODS RECEIVING POINTS DETERMINATION  ASSIGN SHIPPING POINTS

PROCEDURE: SHIPPING POINT IS DETERMINED FROM THE FOLLOWING PROCEDURE – SHIPPING CONDITION FROM CUSTOMER MASTER + LOADING GROUP FROM MATERIAL MASTER + PLANTSHIPPINGPOIINT.

E.G – IF SHIPPING CONDITION IS 01(STANDARD), LOADING GROUP IS 0001(CRANE), AND PLANT IS DERD, THEN THE SYSTEM SHOULD PROPOSE SHIPPING POINT DERD.

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2 Standard Sales Process

2.1 DOCUMENT TYPE –ENQUIRY- ZEN

PRECONDITIONS: WHEN A CLIENT ASKS OR REQUESTS INFORMATION (CAN BE THROUGH A PHONE CALL, AN EMAIL) ABOUT THE PRODUCTS OR SERVICES HE NEEDS, THE SALES PERSONNEL CAN INPUT THAT REQUEST INTO SAPSD MODULE BY CREATING AN INQUIRY DOCUMENT.

PATH:(TRANSACTION CODE VOV8)

IMG  ENTERPRISE STRUCTURE  SALES & DISTRIBUTION  SALES  SALES DOCUMENT  SALES DOCUMENT HEADER  DEFINE SALES DOCUMENT TYPE

PROCEDURE:SPECIFYCONTROLSFORDOCUMENTTYPETORECORDAND PROCESSENQUIRYAS PER BELOWSCREENSHOT.

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2.2 D

OCUMENT TYPE – QUOTATION- ZQN

PRECONDITIONS:IT IS A DOCUMENT THAT CONTAINS INFORMATION ABOUT THE OFFERING TO THE CUSTOMER, SUCH AS:WHAT AND HOW MANY PRODUCTS OR SERVICES THAT BEEN OFFERED TO THE CUSTOMER, HOW MUCH THE PRICE OF THE PRODUCTS OR SERVICES OF THE OFFERING, ETC.A QUOTATION CAN BE CREATED BY REFERRING TO THE

INQUIRY DOCUMENT (IF ANY) OR NOT, DEPENDS ON THE BUSINESS SCENARIO DEFINED.

PROCEDURE: SPECIFYCONTROLSFORDOCUMENTTYPETO RECORDANDPROCESS QUOTATION ASPERBELOWSCREENSHOT.

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2.3 DOCUMENT TYPE – SALES ORDER- ZOR

PRECONDITIONS:IT IS A CONTRACTUAL AGREEMENT BETWEEN A SALES ORGANISATION AND A CUSTOMER FOR THE SUPPLY OF SERVICES OR PRODUCTS OVER A SPECIFIC PERIOD OF TIME AND IN CERTAIN QUANTITIES. A SALES ORDER COPIES ALL RELEVANT INFORMATION AND MASTER DATA FROM THE CUSTOMER MASTER RECORD AND THE MATERIAL MASTER RECORD FOR A SPECIFIC SALES AREA.

PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS SALES PROCESSASPERBELOWSCREENSHOT.

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2.4 DOCUMENT TYPE –DELIVERY

PRECONDITIONS: ONCE THE PRODUCTS ARE AVAILABLE AT WAREHOUSE, THE SALES PERSONNEL CAN START SHIPPING ACTIVITIES BY CREATING AN OUTBOUND DELIVERY DOCUMENT (DELIVERY ORDER/DO). ADO CAN BE CREATED BY REFERRING TO AN SALES ORDER

PATH:(TRANSACTION CODE OVLK)

IMG  LOGISTICS EXECUTIONSHIPPING DELIVERIES DEFINE DELIVERY TYPES

PROCEDURE:SPECIFYCONTROLSFORDOCUMENTTYPETORECORDANDPROCESSDELIVERYAS PERBELOWSCREENSHOT.

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2.5 DOCUMENT TYPE –BILLING- ZF2

PRECONDITIONS: THE FINANCE DEPARTMENT WILL GENERATE A BILLING DOCUMENT AND SEND AN INVOICE FORM TO THE CUSTOMER.THE INVOICE WILL REQUEST THE CUSTOMER TO PAY THE PRODUCTS WE HAVE SENT AT THE PRICE CONDITION AND TERMS OF PAYMENT WE HAVE AGREED IN SO DOCUMENT

.

PATH:(TRANSACTION CODE :VOFA)

PROCEDURE: SPECIFY CONTROLS FORDOCUMENT TYPE TO RECORD ANDPROCESS BILLING AS PERBELOWSCREENSHOT.

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2.6 NUMBER RANGE FOR ZSO DOCUMENT TYPE

PATH:(TRANSACTION CODE VN01)

IMG  ENTERPRISE STRUCTURE  SALES & DISTRIBUTION  SALES  SALES DOCUMENT  SALES DOCUMENT HEADER  DEFINE NUMBER RANGE FOR SALES DOCUMENTS

PROCEDURE:DEFINENUMBERRANGESINTERNALAND EXTERNALFORSALESORDERASPERCLIENT REQUIREMENT.

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2.7 ITEM CATEGORY SETTING - ZAGN

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM DEFINE ITEM CATEGORIES

PROCEDURE: SPECIFYCONTROLS FOR ITEMCATEGORYTO RECORD ANDPROCESS CONTRACTS ASPERBELOWSCREENSHOT.

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2.8 ITEM CATEGORY SETTING - ZAGX

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2.9 ITEM CATEGORY SETTING - ZTAN

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2.10 ITEM CATEGORY ASSIGNMENT

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM ASSIGN ITEM CATEGORIES

PROCEDURE:ASSIGN SALESDOC TYPE“Z0R“ANDITEMCATGROUP“ZORM“TOITEMCATEGORY

“ZTAN“.

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2.11 COPY CONTROL - ZEN TO ZQN (HEADER)

PATH:(TRANSACTION CODE VTAA)

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM INQUIRY TO QUOTATION DOCUMENT

PROCEDURE:MAINTAINCOPYCONTROLFROM“ZEN“–INQUIRYTO“ZQT“–QUOTATION,ATHEADER LEVELASPERTHEBELOWSCREENSHOT.

PARAMETERS

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IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM QUOTATION TO SALES ORDER PROCEDURE:MAINTAINCOPYCONTROLFROM“ZQN–QUOTATIONTO“ZOR“–STANDARDORDER,

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2.13 COPY CONTROL - ZOR TO ZOR (SALES ORDER) - ITEM

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO SALES DOCUMENTS.

PROCEDURE:MAINTAINCOPYCONTROLFROM“ZOR“–SALESORDERTO“ZOR“–SALESORDER AT ITEMLEVELASPERTHEBELOWSCREENSHOT.

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2.14 COPY CONTROL - ZOR TO ZLF (DELIVERY) - ITEM

PATH:(TRANSACTION CODE

VTLA

)

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO DELIVERY PROCEDURE:MAINTAINCOPYCONTROLFROM“ZOR“–SALESORDERTO“ZLF“–DELIVERYATITEM LEVELASPERTHEBELOWSCREENSHOT.

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2.15 COPY CONTROL - ZLF TO ZF2 (BILLING) - ITEM

PATH: (TRANSACTION CODE VTFL )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM DELIVERY DOCUMENTS TO BILLING DOCUMENT

PROCEDURE:MAINTAINCOPYCONTROLFROM“ZLF“–DELIVERYTO“ZF2“–BILLINGATITEMLEVEL ASPERTHEBELOWSCREENSHOT.

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2.16 COPY CONTROL- ZQN TO ZOR (QUOTATION)

–

SCHEDULE LINE CATEGORY

PATH: (TRANSACTION CODE VTFL )

IMGSALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM SALE DOCUMENT TO SALE DOCUMENT

PROCEDURE:MAINTAINCOPYCONTROLFROM“ZQN“–DELIVERYTO“ZOR“–BILLINGATITEMLEVEL ASPERTHEBELOWSCREENSHOT.

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2.17 COPY CONTROL- ZOR TO ZOR (SALES ORDER)

–

SCHEDULE LINE CATEGORY

PATH: (TRANSACTION CODE VTAA )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM SALES ORDER TO SALES ORDER

PROCEDURE: MAINTAIN COPY CONTROL FROM “ZOR“ –SALES ORDER TO “ZOR“ –FROM SALES ORDERTODELIVERY ASPERTHEBELOWSCREENSHOT.

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2.18 SHIPPING POINT DETERMINATION

PATH: (TRANSACTION CODE OVL2 )

IMG LOGISTICS EXECUTION  SHIPPING  BASIC SHIPPING FUNCTIONS  SHIPPING POINT & GOODS RECEIVING POINT DETERMINATION  ASSIGN SHIPPING POINT

PROCEDURE:MAINTAINSHIPPINGCONDITIONSINSALESAREADATAINCUSTOMERMASTERDATA, LOADING GROUPIN MATERIAL MASTER DATA, PLANT AND SHIPPINGPOINT ASPERTHE BELOW SCREENSHOT.

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3 CASH SALES PROCESS

3.1 SALES DOCUMENT TYPE – CASH SALES - ZOBV

Use: The sales document typesrepresent the different business transactions in Sales and perform a central controlling function for the entire sales order process.

Procedure

Access the activity using one of the following navigation options:

IMG  Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types

Transaction Code: VOV8

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3.2 ITEM CATEGORY SETTING - ZBVN

PROCEDURE:SPECIFYCONTROLSFORITEMCATEGORYTORECORDANDPROCESSCASH SALESAS PERBELOWSCREENSHOT

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3.3 ITEM CATEGORY ASSIGNMENT

Use

This assignment specify which item categories the system proposes during document processing for each sales document type and item category group.

PATH:

IMGENTERPRISESTRUCTURESALES&DISTRIBUTIONSALESSALESDOCUMENTSSALES DOCUMENTITEMASSIGNITEMCATEGORIES

PROCEDURE:ASSIGNSALESDOCTYPE“ZOBV“ANDITEMCATGROUP“NORM“TOITEMCATEGORY

“ZBVN“.

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3.4 DELIVERY DOCUMENT TYPE – CASH SALES - ZOBV

Use: The purpose of this activity is to define delivery types, which represent the different business

transactions in shipping. Procedure

IMG  Logistics Execution Shipping Deliveries Define Delivery Types

Transaction Code: OVLK

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3.5 BILLING DOCUMENT TYPE – CASH SALES - ZOBV

Use: Billing Types represent the different business transactions in billing.

Procedure

IMG  Sales and Distribution Billing Billing Documents Define Billing Types Transaction Code: VOFA

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3.6 Maintaining Copying Control for Sales doc. to Billing doc.

ZOBV (Cash Sales) To ZOBV (Billing Doc.)

Use : You can specify for a particular billing type which document type is to be assigned to copied Reference documents and which item categories are to be copied

Path: (Transaction code VTFA ) IMG Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing Documents

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3.7 Maintaining Copying Control for Sales doc. to Delivery doc.

ZOBV (Cash Sales) To ZOBV (Delv. Doc.)

Use: You can specify for a particular billing type which document type is to be assigned to copied Reference documents and which item categories are to be copied

Path: (Transaction code VTLA) IMG Logistics Execution Shipping copy control Specify copy control for Deliveries

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3.8 Maintaining Copying Control for Sales doc. to Sales doc

ZOBV (sales doc ) To ZRE (Return)

Use : You can specify for a particular sales document type, which document type is to be assigned to copied reference documents, and which item categories or schedule line categories are to be copied.

Path: (Transaction code VTAA ) IMG Sales and Distribution Sales Maintain Copy Control for Sales Documents Copying Control: Sales Document to Sales Document

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3.9 Maintaining Copying Control for Sales doc. to Sales doc

ZOBV(sales doc ) To ZCR (Credit Memo Req)

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3.10 Maintaining Copying Control for Sales doc. to Billing

doc.

ZCR (Credit Memo Req) To ZG2

Use : You can specify for a particular billing type which document type is to be assigned to copied Reference documents and which item categories are to be copied

Path: (Transaction code VTFA ) IMG Sales and Distribution Billing Billing Documents Maintain Copying Control For

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3.11 Maintaining Copying Control for Sales doc. to Sales

doc

ZRE (Return ) To ZSDF (Sub Delv free of charge)

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4 QUANTITY CONTRACT

4.1 DOCUMENT TYPE – QUANTITY CONTRACT - ZCQ

PRECONDITIONS: AN AGREEMENT THAT A CUSTOMER WILL ORDER A SPECIFIC QUANTITY OF RELEASABLEPRODUCTSDURINGASPECIFICPERIOD.

PROCEDURE:SPECIFYCONTROLSFORDOCUMENTTYPETORECORDAND PROCESSCONTRACTS ASPERBELOWSCREENSHOT.

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4.2 NUMBER RANGE FOR ZCQ DOCUMENT TYPE

PATH:(TRANSACTION CODE VN01)

PROCEDURE: DEFINE NUMBER RANGES INTERNAL AND EXTERNAL FOR QUANTITY CONTRACT AS PERCLIENTREQUIREMENT.

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4.3 AUTHORIZED PARTNERS CHECK IN RELEASE ORDERS

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT HEADER DEFINE SALES DOCUMENT TYPE

PROCEDURE:THISCHECKDETERMINESWHETHERAPARTNERISAUTHORIZEDTORELEASEFROMA CONTRACTORNOT.SETTHESTATUSTO“A“.

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4.4 INCOMPLETION PROCEDURE ITEM LEVEL

PATH:(TRANSACTION CODE OVA2)

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONBASIC FUNCTIONSLOG OF INCOMPLETE ITEMSDEFINE INCOMPLETION PROCEDURE

PROCEDURE:DEFINEINCOMPLETIONPROCEDUREATITEMLEVELASPERBELOWSCREENSHOT.

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4.5 ASSIGN INCOMPLETION PROCEDURE ITEM CATEGORY -

ZKMN

PATH:(TRANSACTION CODE VUP2)

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONBASIC FUNCTIONSLOG OF INCOMPLETE ITEMSASSIGN INCOMPLETION PROCEDUREASSIGN PROCEDURE TO ITEM CATEGORIES

PROCEDURE:ASSIGNINCOMPLETIONPROCEDUREYYTOITEMCATEGORYZKMN

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4.6 ITEM CATEGORY SETTING - ZKMN

PROCEDURE: SPECIFYCONTROLS FOR ITEMCATEGORYTO RECORD ANDPROCESS CONTRACTS ASPERBELOWSCREENSHOT. MAINTAINCOMPLETIONRULEAS“C“(ITEMISCOMPLETEDAFTER THETARGETQUANTITYISFULLYREF)

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4.7 ITEM CATEGORY ASSIGNMENT

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM ASSIGN ITEM CATEGORIES

PROCEDURE:ASSIGNSALESDOCTYPE“ZCQ“AND ITEMCATGROUP“NORM“TOITEMCATEGORY

“ZKMN“.

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4.8 PARTNER DETERMINATION PROC – HEADER – ZAB

PATH:(TRANSACTION CODE VOPA)

IMGSALES & DISTRIBUTIONBASIC FUNTIONSPARTNER DETERMINATIONSET UP PARTNER DETERMINATIONSET UP PARTNER DETERMINATION FOR SALES DOC HEADER

PROCEDURE:CREATEAPARTNERDETERMINATIONPROCEDURE“ZAB“ PARAMETERS

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4.9 PARTNER FUNCTION IN PARTNER PROC - ZAB

PROCEDURE:ASSIGNPARTNERFUNCTIONSTOTHEPROCEDUREASPERBELOWSCREENSHOT. PARAMETERS

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4.10 PARTNER DETERMINATION PROC ASSIGNMENT

PROCEDURE: ASSIGN PARTNER DETERMINATION PROCEDURE “ZAB“ TO QUANTITY CONTRACT DOCUMENTTYPE“ZCQ“

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4.11 COPY CONTROL - ZCQ TO ZOR (HEADER)

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS  MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO SALES DOCUMENT

PROCEDURE: MAINTAIN COPY CONTROL FROM “ZCQ“ – QUANTITY CONTRACTS TO “ZOR“ –

STANDARDRELEASEORDER,ATHEADERLEVELASPERTHEBELOWSCREENSHOT. PARAMETERS

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4.12 COPY CONTROL - ZCQ TO ZOR (ITEM)

PROCEDURE: MAINTAIN COPY CONTROL FROM “ZCQ“ – QUANTITY CONTRACT TO “ZOR“ –

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4.13 COPY CONTROL - ZCQ TO ZRE (RETURNS) - HEADER

PROCEDURE: MAINTAIN COPYCONTROL FROM “ZCQ“– QTYCONTRACT TO“ZRE“ – RETURNS AT HEADERLEVELASPERTHEBELOWSCREENSHOT.

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4.14 COPY CONTROL - ZCQ TO ZRE (RETURNS) - ITEM

PROCEDURE: MAINTAIN COPYCONTROL FROM “ZCQ“– QTYCONTRACT TO“ZRE“ – RETURNS AT ITEMLEVELASPERTHEBELOWSCREENSHOT.

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4.15 RELEASE ORDER SETTING – OUTLINE AGREEMENT

PROCEDURE:SPECIFYOUTLINEAGREEMENTMESSAGE“A“.THISWILLLET THESALESEMPLOYEE KNOW THAT OPEN CONTRACTS ARE THERE AND HE/SHE CAN REFER TO IT AND CREATE A RELEASEORDERORSHOULDIGNOREANDCREATEASTANDARDORDER.

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5 Intercompany Sales Process Customization

PRECONDITIONS:

You Assign An Internal Customer Number For Intercompany Billing To Your Sales Organization (SPIL). In Intercompany Billing, The Intercompany Billing Document Is Created For This Customer Number Which Represents Your Sales Organization. The Intercompany Billing Document Is Assigned Via The Internal Customer Number Of Your Sales Organization.

PATH:(TRANSACTION CODE OVVA )

IMG SALES AND DISTRIBUTION  BILLING  INTERCOMPANY BILLING  DEFINE INTERNAL CUSTOMER NUMBER BY SALES ORGANIZATION

PROCEDURE:

Now, Assign the Purchasing Customer Created in slide 2 to the Purchasing Organization SPIL -> 46 PARAMETERS

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5.1 Sales organization plant assignment

PRECONDITIONS:

You Assign the PEL plant BAPL to SPIL for Intercompany Sales.

IMG  Enterprise structure  Assignment  SALES AND DISTRIBUTION  Assign Sales Organization , distribution channel and plant

PROCEDURE:Now, Assign the BAPL plant to SIP distribution channels PARAMETERS

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5.2 Customization for Condition Type PI01 PATH:(TRANSACTION CODE VOK0)

IMG  Sales and Distribution  Basic Function  Pricing  Pricing Control  Define Condition Type  Maintain Condition Type

PROCEDURE:

 CONDITION CLASS –B(PRICES)  CALCULATION TYPE –C(QUANTITY)  PLUS/MINUS -A(POSITIVE)

 MANUAL ENTRIES - C(MANUAL ENTRY HAS PRIORITY)  PI01 IS A ITEM CONDITION AND CAN BE CHANGED

 SCALE BASIS –C(QUANTITY SCALE)

 SCALES TYPE MAINTAINED ,CHECK VALUE –A(DESCENDING)  CHECK QTY CONVERSION &INT-COM/BILLCOND

(96)

5.3

Customization for Condition Type PI02 PATH:(TRANSACTION CODE VOK0)

IMGSALES AND DISTRIBUTION BASIC FUNCTION PRICING PRICING CONTROL DEFINE CONDITION TYPE MAINTAIN

CONDITION TYPE PROCEDURE:

 CONDITION CLASS –B(PRICES)  CALCULATION TYPE –A(PERCENTAGE)  PLUS/MINUS -A(POSITIVE)

 MANUAL ENTRIES - C(MANUAL ENTRY HAS PRIORITY)  PI01 IS A ITEM CONDITION AND CAN BE CHANGED

 Check Int-com/BillCond PARAMETERS

(97)

5.4 Control Settings for Inter-Company Price Determination PATH:(TRANSACTION CODE DFP4)

IMG  Sales and Distribution  Basic Function  Pricing  Pricing Control  Define and Assign Pricing Control  Maintain Pricing Procedures

PROCEDURE:

 PI01 and PI02 are statistical condition types.

 Routine 22 (Intercompany) is assigned to these condition types.  Account Key – ERL (Revenue)

(98)

5.5 Settings for Billing Document Type IV PATH:(TRANSACTION CODE VOFA)

IMG  Sales and Distribution  Billing  Billing Documents  Define Billing Types Define Billing type PROCEDURE:

 NO. RANGE INT. ASSGT.–19(0090000000 TO 0094999999)  SD DOCUMENT CATEGORY –5(INTERCOMPANY INVOICE)  TRANSACTION GROUP –7(BILLING DOCUMENTS)

 CHECK STATISTICS BECAUSE IT IS USED FOR STATISTICAL ANALYSIS

 NO NEGATIVE POSTING IS REQUIRED IN THIS DOCUMENT TYPE

 CUSTOMER=PAYER /BRANCH=SOLD – TO PARTY

 CREDIT MEMO WITH VALUE DATE –NO

 INVOICE LIST TYPE –LR(INVOICE LIST)  CANCEL L.BILLING TYPE –IVS(CANCEL IB)  ACCTDETRMPROC –KOFI00

 DOC.PRIC.PROCEDURE –I(INTERCOMPANY BILLING)  OUTPUT DETERM.PROC –V40000(INTERCOMPANY BILLING)  OUTPUT TYPE –RD04(INVOICE RECEIPT MM)

(99)

5.6 Copy Control for Intercompany Billing IV-ZLF PATH:(TRANSACTION CODE VTFL)

IMG  Sales and Distribution  Billing  Billing Documents  Maintain Copy Control for Billing Document  Copying control: Delivery document to billing document

PROCEDURE:

 FROM DELIEVRY TYPE = ZLF TO TARGET BILL.TYPE =IV

 Copying Requirement Ptrocedure = 014

(100)

5.7 Customizing For Internal Credit Memo Document Type IG PATH:(TRANSACTION CODE VOFA)

IMG  Sales and Distribution  Billing  Billing Documents  Define Billing Types Define Billing type PROCEDURE:

 NO. RANGE INT. ASSGT.–19(0090000000 TO 0094999999)  SD DOCUMENT CATEGORY –6(INTERCOMPANY CREDIT MEMO)  TRANSACTION GROUP –7(BILLING DOCUMENTS)

 CHECK STATISTICS BECAUSE IT IS USED FOR STATISTICAL ANALYSIS

 NO NEGATIVE POSTING IS REQUIRED IN THIS DOCUMENT TYPE

 CUSTOMER=PAYER /BRANCH = SOLD – TO PARTY

 CREDIT MEMO WITH VALUE DATE –NO

 INVOICE LIST TYPE –LG(INVOICE LIST)  CANCEL L.BILLING TYPE –IGS(CANCEL ICM)  ACCTDETRMPROC –KOFI00

 DOC.PRIC.PROCEDURE –I(INTERCOMPANY BILLING)  OUTPUT DETERM.PROC –V40000(INTERCOMPANY BILLING)  OUTPUT TYPE –RD04(INVOICE RECEIPT MM)

(101)

5.8 Copy Control for Internal Credit memo from Return Delivery (IG – ZLR) PATH:(TRANSACTION CODE VTFL)

IMG  Sales and Distribution  Billing  Billing Documents  Maintain Copy Control for Billing Document  Copying control: Delivery document to billing document

PROCEDURE:

 FROM DELIEVRY TYPE = ZLR TO TARGET BILL.TYPE =IG

 COPYING REQUIREMENT PTROCEDURE =014 PARAMETERS

(102)

6 Third party Sales Process

6.1 Define Purchase Requisition Type - ZTPO

PATH:

IMG  MATERIALS MANAGEMENT  PURCHASING  PURCHASE REQUISITION  DEFINE DOCUMENT TYPE

PARAMETERS

(103)

(104)

6.2 Define Purchase Order Type - ZTPO

PATH:

IMG  MATERIALS MANAGEMENT  PURCHASING  PURCHASE ORDER  DEFINE DOCUMENT TYPE

PARAMETERS

Copied document type NB to ZTPO :

(105)

(106)

6.3 Define Sales Order Type - ZTPO

IMG  SALES & DISTRIBUTION  SALES  SALES DOCUMENT  SALES DOCUMENT HEADER  DEFINE SALES DOCUMENT TYPE

(107)

(108)

6.4 Maintaining Item Category - ZTAS

PATH:

IMG  SALES & DISTRIBUTION  SALES  SALES DOCUMENT  SALES DOCUMENT ITEM  DEFINE ITEM CATEGORIES

(109)

(110)

(111)

6.5 Assign new item category ZTAS to new sales document

ZTPO

PATH:

IMG  ENTERPRISE STRUCTURE  SALES & DISTRIBUTION  SALES  SALES DOCUMENTS  SALES DOCUMENT ITEM  ASSIGN ITEM CATEGORIES

(112)

6.6 Defining Schedule line category - ZT

IMG  SALES & DISTRIBUTION  SALES  SALES DOCUMENT  SCHEDULE LINES  DEFINE SCHEDULE LINE CATEGORIES

(113)

(114)

6.7 Assign new schedule line category ZT to the new item

category ZTAS :

PATH:

IMG  ENTERPRISE STRUCTURE  SALES & DISTRIBUTION  SALES  SALES DOCUMENTS  SCHEDULE LINES  ASSIGN SCHEDULE LINE CATEGORIES

(115)

6.8 Maintain billing document type ZTP2:

PATH:(TRANSACTION CODE VOFA)

IMG  SALES & DISTRIBUTION  BILLING  BILLING DOCUMENTS  DEFINE BILLING TYPES  DEFINE BILLING TYPES

(116)

(117)

6.9 Maintain copy control new sales document ZTPO to billing

document ZTP2:

PATH:(TRANSACTION CODE VTFA)

IMG  SALES & DISTRIBUTION  BILLING  BILLING DOCUMENTS  MAINTAIN COPYING CONTROL FOR BILLING DOCUMENTS  COPYING CONTROL: SALES DOCUMENT TO BILLING DOCUMENT

(118)

(119)

(120)

(121)

6.10 Check External Procurement parameters of plant DERD:

PATH:(TRANSACTION CODE OMI8)

IMG  MATERIALS MANAGEMENT  CONSUMPTION-BASED PLANNING  PLANT PARAMETERS  CARRY OUT OVERALL MAINTENANCE OF PLANT PARAMETERS

(122)

(123)

6.11 Check settings of sales organization SPIL:

PATH:

IMG  ENTERPRISE STRUCTURE  DEFINITION  SALES & DISTRIBUTION  DEFINE, COPY, DELETE, CHECK SALES ORGANIZATION SALES  DEFINE, COPY, DELETE, CHECK SALES ORGANIZATION

(124)

6.12 Check settings of factory calendar:

PATH:(TRANSACTION CODE SCAL)

IMG  SAP NETWEAVER  GENERAL SETTINGS  MAINTAIN CALENDAR

PROCEDURE: MAINTAIN COPYCONTROL FROM “ZCQ“– QTYCONTRACT TO“ZRE“ – RETURNS AT ITEMLEVELASPERTHEBELOWSCREENSHOT.

(125)

(126)

(127)

7 CREDIT MANAGEMENT

PRECONDITIONS:THE PURPOSE OF CREDIT MANAGEMENT IS TO MONITOR CREDIT STATUS OF CUSTOMER SO AS TO TAKE DECISION ON CONTINUING OR REVIEWING CREDIT RELATED LIKE INCREASING CREDIT LIMIT OR BLOCKING DELIVERY TO CUSTOMER.

PATH:(TRANSACTION CODE OB45)

IMG – Enterprise Structure – Definition – Financial Accounting- Define Credit Controlling Area

PROCEDURE: CREATE A CREDIT CONTROL AREA USING T CODE – VA41. SPECIFY CURRENCY, FY VARIANT, RISK CATEGORY & CREDIT LIMIT

(128)

BACKGROUND: As per the business scenario Risk category is defined as High,Medium and Low risk and credit limit is Rs.100000 upadted

(129)

7.1 ASSIGNING CREDIT CONTROL AREA

ASSIGNING CREDIT CONTROL AREA TO COMPANY CODE

PRECONDITIONS: A CREDIT CONTROL AREA IS AN ORGANIZATIONAL UNIT RESPONSIBLE FOR MONITORING,

EVALUATING, AND CONTROLLING THE CREDIT MANAGEMENT OPERATIONS.DEFINING A CREDIT CONTROL AREA IS THE FIRST STEP IN THE CUSTOMIZATION OF THE CREDIT MANAGEMENT FUNCTIONALITY IN THE SAPSD APPLICATION

PATH:(TRANSACTION CODE OBY6/OB38)

IMG – Enterprise Structure – Assignment – Financial Accounting- Assign Company code to credit control area

PROCEDURE: ASSIGNINGCREDITCONTROLAREATOCOMPANYCODE

PARAMETERS

(130)

7.2 ASSIGNING

CREDIT

CONTROL

AREA

TO

SALES

AREA

PRECONDITIONS:AN AGREEMENT THAT A CUSTOMER WILL ORDER A SPECIFIC QUANTITY OF RELEASABLE PRODUCTS DURING A SPECIFIED PERIOD. ASSIGN A SALES AREA TO A CREDIT CONTROL AREA

PATH:(TRANSACTION CODE OVFL)

IMG – Enterprise Structure – Assignment – Sales & Distribution- Assign Sales Area to credit Control area  Define Sales Doc type

PROCEDURE: ASSIGNINGCREDITCONTROLAREATOALLSALESAREA.OF SPIL AND SPEL

PARAMETERS

(131)

7.3 D

EFINING

C

REDIT RISK CATEGORIES

PRECONDITIONS:RISK CATEGORIES HELP YOU GROUP THE CUSTOMERS BASED ON THEIR CREDIT RATINGS.YOU CAN DEFINE SEPARATE CONTROLS FOR EACH RISK CATEGORY TO MONITOR, EVALUATE, AND CONTROL THE

CREDIT SITUATIONS AND CREDIT ALLOCATIONS

IMG–Financial Accounting–accounts receivable and account payable–Credit management–Credit control account–Define Risk categories

PROCEDURE:

PARAMETERS

(132)

7.4 D

EFINING

C

REDIT

G

ROUP

PRECONDITIONS: THE DOCUMENT CREDIT GROUP IS USED TO COMBINE DIFFERENT DOCUMENT TYPES FOR THE PURPOSES OF CREDIT MANAGEMENT.HERE WE USE DEFAULT SAP TYPE CREDIT GROUP

IMG– Sales & Distribution–Basic functions–Credit management/Risk management–Credit management– define Credit Groups

PROCEDURE:USING DEFAULT SAP TYPE PARAMETERS

(133)

7.5 ASSIGNING

CREDIT

GROUP

TO

SALES

DOCUMENT

AND

DELIVERY

DOCUMENT

PRECONDITIONS:IN THIS STEP,WE ASSIGN ALL THE SALES ORDER AND DELIVERY DOCUMENT TYPES THAT WE

WOULD LIKE TO INCLUDE IN CREDIT CHECKS TO THEIR RESPECTIVE CREDIT GROUPS.

PATH:(TRANSACTION CODE OVAK&OVAD)

IMG– Sales & Distribution–Basic functions–Credit management/Risk management–Credit management– Assign sales documents & Delivery Documents

PROCEDURE: ASSIGN THE SALES DOCUMENT TO THE RESPECTIVE CREDIT GROUP &CHECKCREDITFIELD PARAMETERS

(134)

BACKGROUND:Here we use Automatic Credit control=D for sales document type ZOR and ZEX and credit group as 01 and also for Delivery document LF

(135)

7.6 D

EFINING

C

REDIT RISK CATEGORIES

PRECONDITIONS:RISK CATEGORIES HELP YOU GROUP THE CUSTOMERS BASED ON THEIR CREDIT RATINGS.YOU CAN DEFINE SEPARATE CONTROLS FOR EACH RISK CATEGORY TO MONITOR, EVALUATE, AND CONTROL THE

CREDIT SITUATIONS AND CREDIT ALLOCATIONS

IMG–Financial Accounting–accounts receivable and account payable–Credit management–Credit control account–Define Risk categories

PROCEDURE:

PARAMETERS

(136)

7.7 D

EFINING

A

UTOMATIC

C

REDIT CONTROL

PRECONDITIONS: THE AUTOMATIC CREDIT CHECK CAN TARGET CERTAIN ASPECTS DURING A CHECK AND RUN AT DIFFERENT TIMES DURING ORDER PROCESSING.IN THIS ACTIVITY, YOU CAN DEFINE YOUR OWN CREDIT CHECKS TO CORRESPOND TO YOUR REQUIREMENTS IN THE AREA OF CREDIT MANAGEMENT.

IMG– Sales & Distribution–Basic functions–Credit management/Risk management–Credit management– Define Automatic credit Control

PROCEDURE:

(137)

BACKGROUND: WE HAVE DEFINED AUTOMATIC CREDIT CONTROL AS PER DIFFERENT COMBINATION OF RISK CATEGORY &CREDIT GROUPS.

(138)

7.8 Setting up credit master data

PRECONDITIONS: CUSTOMER CREDIT MASTER IN SAP STORES ALL THE CREDIT-RELATED INFORMATION FOR THE CUSTOMER.THE CREDIT MASTER IS SET UP FOR THE COMBINATION OF PAYER PARTNER ACCOUNT

AND THE RESPECTIVE CREDIT CONTROL AREA. PATH:(TRANSACTION CODE FD32)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-master data-Change/create

PROCEDURE:YOU MAINTAIN THE CUSTOMER CREDIT LIMIT IN THE CREDIT LIMIT FIELD, AND YOU MAINTAIN THE RISK CATEGORY TO WHICH THE CUSTOMER BELONGS IN THE RISK CATEGORY FIELD.THE SAP SYSTEM AUTOMATICALLY CALCULATES THE SALES VALUE AS A SUM TOTAL OF ALL THE OPEN ORDERS, OPEN DELIVERIES, AND OPEN BILLING DOCUMENTS THAT ARE RELEVANT FOR THE CREDIT CHECK AND THAT BELONG TO THE CREDIT ACCOUNT.THE OPEN RECEIVABLES VALUE IS TAKEN FROM THE CUSTOMER A/R RECORDS, AND THE CREDIT EXPOSURE IS AUTOMATICALLY CALCULATED AS THE SUBTOTAL OF ALL THE OPEN VALUES.THE CREDIT LIMIT USED IS CALCULATED BY COMPARING THE CREDIT LIMIT WITH THE CURRENT CREDIT EXPOSURE.

(139)

(140)

7.9 R

ELEASE

SD

DOCUMENT

PRECONDITIONS:RELEASE BLOCKED SD DOCUMENT

PATH:(TRANSACTION CODE VKM1)

(141)

(142)

7.10 R

ELEASE DELIVERY DOCUMENTS

PATH:(TRANSACTION CODE VKM5)

(143)

BACKGROUND: It shows blocked delivery documents

7.11 Important T-codes for Credit reports

PRECONDITIONS:CUSTOMER BALANCE DISPLAY. PATH:(TRANSACTION CODE FD10N)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-account-Display balances

(144)

7.12 Important T-codes for Credit reports

PRECONDITIONS:CREDIT OVERVIEW

PATH:(TRANSACTION CODE F.31)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-Credit management info system-overview

(145)

7.13 Important T-codes for Credit reports

PRECONDITIONS:RESET CREDIT LIMIT

PATH:(TRANSACTION CODE FD32)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-master data-change

(146)

8 Returns Goods Management

PRECONDITIONS: GOODS SOLD TO THE CUSTOMER ARE RETURNED IN CASE OF DAMAGE OR QUALITY ISSUES AND CUSTOMER IS COMPENSATED EITHER BY CREDIT NOTE OR SUBSEQUENT FREE OF CHARGE DELIVERY.

PROCEDURE: CREATE RETURNS DOCUMENT TYPE ZRE AND THEN CREATE RETURNS ORDER.

PATH:

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSales Document Header Define Sales Document Types

PROCEDURE:CUSTOMIZATION OF RETURNS ORDER ENSURES IT BEHAVE DIFFERENTLY THAN STANDARD ORDER.DOCUMENT REFERENCE MANDATORY ENSURES RETURNS ORDER IS MADE WITH REFERNCE TO ORIGINAL SALES ORDER WHICH HELPS IN TRACKING OF GOODS AND CLOSURE OF BUSINESS TRANSACTION

Reference Mandatory

(147)

PATH

PROCEDURE: DEFINE NUMBER RANGES INTERNAL AND EXTERNAL FOR RETURNS SALES DOCUMENT AS PER CLIENT REQUIREMENT

(148)

PATH:

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSales Document Item Define Item categoriesZREN

PROCEDURE:

(149)

PATH:(TRANSACTION CODE SPRO)

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSchedule LinesDefine Schedule line categoriesZR

PROCEDURE: Schedule Line category and movement type 651 ensures goods is relevant for returns delivery.

(150)

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSchedule LinesAssign Schedule line categoriesZR

(151)

SAP Reference IMG Logistic Execution  ShippingDeliveriesDefine Delivery Type line ZLR PROCEDURE: RETURNS DELIVERY MAINTAINED WITH REFERNCE TO RETURNS ORDER TO COMPLETE POST GOODS RECEIPT.

(152)

SAP Reference IMG Logistic Execution  ShippingDeliveriesDefine Item Categories for DeliveriesZREN

PROCEDURE: The system determines the item category for the line according to settings in the item category determination table for the delivery type, item category group, item usage, and higher level item.

(153)

SAP Reference IMG Sales and Distribution  BillingBilling DocumentsDefine Billing Types ZF2 PROCEDURE: Billing document type used to Invoice customers for goods sold.

(154)

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSales Document Header Define Sales Document TypesCredit Memo RequestZCR

PROCEDURE: Used to genearate credit memo request against returned goods for customer who is eligible for crdeit note.

(155)

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSales Document Header Define Sales Document TypesZSDF

PROCEDURE: Subsequent delivery free of charge to compensate customer agianst returend goods.Delivery of goods is free of charge.

(156)

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSales Document Header Define Sales Document TypesDebit Memo Request ZDR

PROCEDURE: In case business occurs loss due to incorrect invoicing or miscalculation ,debit memo request raised against the specific customer.

(157)

PATH:

SAP Reference IMG Sales and Distribution  BillingBilling DocumentsDefine Billing Types ZG2 PROCEDURE: Credit Note raised with reference to credit memo request to compensate customer in terms of value against returned goods.

(158)

PATH:

SAP Reference IMG Sales and Distribution  BillingBilling DocumentsDefine Billing Types ZL2 PROCEDURE: In case business occurs loss due to incorrect invoicing or miscalculation ,debit memo is raised with reference to debit memo request against the specific customer.

(159)

PATH:

PROCEDURE: MAINTAIN COPY CONTROL FROM SOURCE“ZOR“ –SALES ORDER TO “ZRE“ – RETURNS ORDER , AT HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

COPY CONTROL – Source (ZOR) Target( ZRE)-RETURNS – Header Data

COPY CONTROL – Source (ZF2) Target( ZCR)- Header Data

PROCEDURE: MAINTAIN COPY CONTROL FROM SOURCE“ZOR“ –SALES ORDER TO “ZCR“ – CREDIT MEMO REQUEST , AT HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

(160)

COPY CONTROL – Source (ZOR) Target( ZSDF)- Header Data c

(161)

PATH:

IMGENTERPRISE STRUCTUREDEFINITIONMATERIALS MANAGEMENTMAINTAIN STORAGE LOCATION  CR00 –CUSTOMER RETURNS

PROCEDURE: TO MAINTAIN STOCK OF RETURNS GOODS AT SPECIFIC STORAGE LOCATION CR00-CUSTOMER RETURNS.

(162)

Billing block assigned

(163)

9 EXPORT SALES MANAGEMENT

PRECONDITIONS:PIL SELLS GOODS TO CUSTOMER IN JAPAN & USA AND PROVIDE REBATES TO THESE FOREIGN CUSTOMERS.

SAP Reference IMG Sales & Distribution  Sales Sales DocumentsSales Document Header Define Sales Document Types

PROCEDURE: SPECIFYCONTROLSFORDOCUMENTTYPETORECORDANDPROCESSEXPORTPROCESS.

PARAMETERS:

DOCUMENT TYPE STANDARD EXPORT ZEX

(164)

DOCUMENT TYPE CREDIT MEMO REQUEST-EXPORT ZECR

(165)

DOCUMENT TYPE INVOICE CORRECTION ZERK

(166)

(167)

DOCUMENT TYPE PARTIAL REBATE SETTLEMENT REQUEST-EXPORT ZEB3

Complete Config-SAP SD

Contents

1. Enterprise Structure Config

1.1 DEFINE SALES ORGANIZATIONS

1.2 DEFINE DISTRIBUTION CHANNELS

1.3 DEFINE SALES OFFICES

1.4 DEFINE SALES GROUPS

1.5 DEFINE PLANTS

1.6 DEFINE DIVISIONS

1.7 DEFINE SHIPPING POINTS

1.8 ASSIGN SALES ORGANIZATION TO COMPANY CODE

1.9 ASSIGN PLANT TO COMPANY CODE

1.10

ASSIGN DISTRIBUTION CHANNEL TO SALES ORG

1.11

ASSIGN DIVISION TO SALES ORGANIZATION

1.12

SET UP SALES AREA

1.13

ASSIGN SALES OFFICE TO SALES AREA

1.14

ASSIGN SALES OFFICE TO SALES GROUPS

1.15

ASSIGN SALES ORG / D CHANNEL TO PLANT

1.16

ASSIGN SHIPPING POINTS TO PLANTS

1.17

DEFINE SHIPPING CONDITIONS

1.18

DEFINE LOADING GROUP

1.19

DEFINE SHIPPING POINT DETERMINATION

2 Standard Sales Process

2.1 DOCUMENT TYPE –ENQUIRY- ZEN

2.2

D

OCUMENT TYPE – QUOTATION- ZQN

2.3 DOCUMENT TYPE – SALES ORDER- ZOR

2.4 DOCUMENT TYPE –DELIVERY

2.5 DOCUMENT TYPE –BILLING- ZF2

.

2.6 NUMBER RANGE FOR ZSO DOCUMENT TYPE

2.7 ITEM CATEGORY SETTING - ZAGN

2.8 ITEM CATEGORY SETTING - ZAGX

2.9 ITEM CATEGORY SETTING - ZTAN

2.10

ITEM CATEGORY ASSIGNMENT

2.11

COPY CONTROL - ZEN TO ZQN (HEADER)

2.13

COPY CONTROL - ZOR TO ZOR (SALES ORDER) - ITEM

2.14

COPY CONTROL - ZOR TO ZLF (DELIVERY) - ITEM

VTLA

2.15

COPY CONTROL - ZLF TO ZF2 (BILLING) - ITEM

2.16

COPY CONTROL- ZQN TO ZOR (QUOTATION)

–

SCHEDULE LINE CATEGORY

2.17

COPY CONTROL- ZOR TO ZOR (SALES ORDER)

–

SCHEDULE LINE CATEGORY

2.18

SHIPPING POINT DETERMINATION

3 CASH SALES PROCESS

3.1 SALES DOCUMENT TYPE – CASH SALES - ZOBV

3.2 ITEM CATEGORY SETTING - ZBVN

3.3 ITEM CATEGORY ASSIGNMENT

3.4 DELIVERY DOCUMENT TYPE – CASH SALES - ZOBV

3.5 BILLING DOCUMENT TYPE – CASH SALES - ZOBV

3.6 Maintaining Copying Control for Sales doc. to Billing doc.

3.7 Maintaining Copying Control for Sales doc. to Delivery doc.

3.8 Maintaining Copying Control for Sales doc. to Sales doc

3.9 Maintaining Copying Control for Sales doc. to Sales doc

3.10

Maintaining Copying Control for Sales doc. to Billing

doc.

3.11