Base Unit of Measure = EA Sales Unit of Measue = BOX (Table: 1 BOX = 20 EA) Delivery Unit of Measure = PAL (Table: 1 PAL = 12 BOX)
Item Category Group + Document Type = Item Category (Item Category Group is freely definable in Controlling - Product Cost Controlling - Product Cost by Sales Order - Control of Sales-Order-Related Production - Selection of Requirements Type Through SD Item Category - Check Item Category Groups). Item Categories defined in (same path) - Check Item Categories. Table that links: Item Categroy Groups with Document Types is populated in (same path) - Assign Item Categories. Item Category dettermines how a specific item is processed by system. E.g. a text item is not relevant for pricing.
Material Pricing Group: A way to group materials to which you want to apply he same conditions. Item Category Group + Document Type = Item Category (Item Category Group is freely definable in Controlling - Product Cost Controlling - Product Cost by Sales Order - Control of Sales-Order-Related Production - Selection of Requirements Type Through SD Item Category - Check Item Category Groups). Item Categories defined in (same path) - Check Item Categories. Table that links: Item Categroy Groups with Document Types is populated in (same path) - Assign Item Categories. Item Category determines how a specific item is processed by system. E.g. a text item is not relevant for pricing.
Address Name: Name of the customer. Search Term: A method to find your customer by match-codes. Street: Optional entry. City: Mandatory entry. Postal Code: Mandatory entry. Country: Mandatory entry. Communication Language key Mandatory entry
Account control Vendor If the Customer is a Vendor as well, enter the Vendor number here. Group key Freely definable key for reporting Tax information Tax code 1 Number, with which the customer reports to the tax authorities. Tax code 2 Number, with which the customer reports to the tax authorities. Fiscal address Account number of the master record containing the fiscal address. Tax information County code Key for county taxes. City code Key is used for city taxes. Tax jurisdiction code This code is used in the US to determine tax rates. Reference data / area Industry Freely definable name for a group of companies (e.g.trade, manufacturing). Transport Zone Region, where the ship-to party is located.
Nielsen ID Nielsen indicator. The regional division of the company according to the Nielsen Institute, allows market analysis of your market by the A.C. Nielsen Company. Customer classification Freely definable customer classification field. Industry Branch of industry classification of customer. Industry code 1 Standard Industry Codes (SIC). Operating figures Annual sales Annual sales in currency in year. Number of employees Number of employees in year. Fiscal year variant The fiscal year variant of the company. Sales prospecting Legal status A coding of the legal status of the company i.e. Limited, Incorporated.
Country Country. Bank Key Country-specific bank key. Account holder Name of account holder, if different from customer name. Bank Account Number, under which the account is managed at the bank. Control Key This field has different uses in different countries. In the US, this number is used to identify checking vs. savings account. Collection This checkmark is selected, when the customer allows for direct payment collection through the bank.
Unloading point The customer point at which deliveries are to be unloaded. Customer calendar Defines the factory calendar that your customer uses, specifying days on which deliveries will be accepted. Unloading point default If more than one unloading point is specified, this check box is used to identify which unloading point is to be defaulted. Goods receiving hours Customer specific schedule of receiving hours.
Country key for export Country key for the country that placed this customer on the boycott list. control of customer Table of Denial Orders Check mark indicator for customer who is listed in the Table of Denial Orders list. (US) list (TDO) TDO date Date, on which the customer was last checked on the TDO list. Special Designated List of individuals and companies that US companies shouldn’t trade with or only on a limited basis. Nationals list (SDN) SDN date Last check date for customer on SDN list Boycott Check mark for customers on your company’s boycott list. Boycott date Date, on which the customer was last checked on the company boycott list. Mainly civilian usage Indicators for customer’s product usage. Mainly military usage Indicators for customer’s product usage. Classification Indicators for: Chemical/Biological Warfare, Nuclear Nonproliferation, National security and Missile technology.
Name Name of contact. Telephone1 First telephone number of the contact. Department Description of the department of the contact for internal purposes. First name First name of contact Form of address e.g. Mr., Ms. Function Job function of contact.
Reconciliation Account Reconciliation account Sort key This field indicates the standard sort sequence for the display of the line items. Head office This field contains the account number of the head office. Interest calculation Interest indicator Checkmark for automatic interest calculation. Interest calculation frequency Frequency of automatic interest calculation (in months). Last key date System generated date of last interest calculation. Reference data Buying group Number of buying group (if applicable).
Payment terms Payment terms including optional cash discount. Tolerance group Freely definable group term for the business partner, customer and vendor, which determines the amount up to which payment differences are posted automatically to expense or revenue accounts when clearing items. Record payment history Indicator, which determines that the payment history of this customer is to be recorded. Payment methods List of payment method(s) for automatic payments to this customer/vendor. Alternative payer Account number for alternative payer, if bank collections are not to made via the customer’s account. Lockbox Lockbox identification, to which customer is to make payments.
Dunning data Dunning procedure Key for dunning procedure used. Dunning recipient Account number of recipient of dunning letters. Dunning level System generated entry, which indicates dunning level reached by the last dunning run. Last dunned Date of last dunning notice to this customer.
Correspondence Account at customer Account number our company is listed under at the customer. Account statement Indicator ID, which states when to create periodic account statements for this account Customer user Name of accounting contact at customer. Payment notices to (Indicators) Customer (with or without cleared items), Sales, Accounting, Legal department.
Sales district Region where customer is located. Sales office Your branch office or sales department that has responsibility for sales in a certain region Sales group Sub section of a sales office. Group of sales people. Order probability Statistical value based on the percentage set in the document type master record and the percentage set in the customer master record. Item proposal Default value Account at customer Account number, our company is listed under at customer. Price group Grouping of customers for pricing purposes Customer pricing procedure Determines, together with other values, the pricing procedure for this customer. Price list type Grouping of customers for pricing purposes Customer statistical group Indicates, which data will be updated in the Logistics Information System.
Delivery priority Allows deliveries to be processed based on different priorities. Shipping conditions Determines, how the customer in general wants the goods to be shipped. Delivering plant Plant, from which goods are (default) delivered to the customer. Order combination Indicator, set when customer allows for different orders to be combined for delivery. Partial delivery data Complete delivery Indicator, set for customers, which don’t allow for partial deliveries to take place. Maximum part deliveries Enter here the number of partial deliveries allowed by this customer. (Maximum 9). General transportation data Transport zone Location zone of ship-to party Route determination = shipping conditions + transportation group + transportation zone Transportation time defined per Route in IMG
Billing section Manual invoice maintenance Indicates, if invoice should be printed for further manual processing. Rebate Indicates, if customer is eligible for rebates. Billing schedule Identifies the calendar, which determines the billing schedule for this customer. Delivery and payment terms Incoterms 1 Assigns transportation responsibilities and ownership transfer. Incoterms 2 Additional information. Payment terms Payment terms including optional cash discount. Accounting Account assignment group Determines the revenue accounts for this customer’s sales transactions. Tax data Country Country Tax category Taxes, applicable to this material Tax classification taxable or exempt
SALES & DISTRIBUTION (SD) Overview
R/3 FI Financial Accounting CO Controlling PS Project System WF Workflow IS Industry Solutions MM Materials Mgmt. HR Human Resources SD Sales & Distribution PP Production Planning QM Quality Management PM Plant Maintenance SM Service Manage- ment Integrated Solution Client / Server Open Systems EC Enterprise Controlling AM Fixed Assets Mgmt.
Specifically defines an individual rather than a position (sales rep.) in sales processing
Internal Sales Organization Domestic Sales Area Western Sales Office Eastern Sales Office Southwest Sales Group Northwest Sales Group Sales Person Sales Person Sales Person Southeast Sales Group Northeast Sales Group Sales Person Sales Person
- General Data Basic Unit of Measure Division Material Group Sales Unit Delivering Plant Cash discount - Tax data Country Tax category Tax classification - Quantity stipulations Min. order quantity Min. delivery quantity Delivery unit Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales: text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
Base Unit of Measure The Base Unit of Measure is the unit of measure in which stocks are managed within your company. Division You may enter the Division which your product is in for sales (defaults if entered in the Basic data screen). Material Group A (freely definable) key that’s used to group several materials or services for analysis/reporting as well as search by match code. Sales Unit This is the unit of measure in which the material is sold, if different from the base unit of measure. Delivering Plant Plant, from which the material is available for sale. This is a default value only. Cash discount Indicator used for materials, which allow for a cash discount.
Tax data Country Country Tax category Taxes, applicable to this material (e.g. Federal, State taxes in US, VAT in GB) Tax classification taxable, exempt Quantity stipulations Min. order quantity Min. quantity a customer can order (in base unit of measure). Min. delivery quantity Min. delivery quantity to a customer. Delivery unit Only multiples of this number will be delivered to the customer.
- Grouping terms Matl statistics group Material pricing grp Volume rebate group Acct assignment grp Commission group Item Category group Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales: text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
Matl statistics group Helps to determine which data the system updates in the Logistics Information System (LIS). Material pricing grp A way to group materials with similar pricing conditions. Volume rebate group A material can be assigned to a volume rebate group (e.g. Low Rebate, High Rebate) if the material qualifies for rebate. Acct assignment grp A grouping of materials with the same accounting requirements (used to determine revenue and sales deduction accounts) Commission group Several materials can be assigned to the same commission group, if the commission sharing between representatives is the same for these materials (e.g. Rep.A: 6%, Rep.B: 10%, Rep C: 12%). Item Category group A grouping of materials, that helps the system determine the Item Category. Item Category determines how a specific item is processed by system. E.g. a text item is not relevant for pricing.
General data Base unit Gross weight Net weight Avail. Check Shipping data (times in days) Trans. Grp LoadingGrp Packaging material data Matl grp ship. matls General plant parameters Negative stock Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
General data Base unit The Base Unit of Measure is the unit of measure in which stocks are managed within your company. Gross weight In Base Units of Measure. Net weight In Base Units of Measure. Avail. Check Tells the system when to do an availability check, as well as which MRP elements (such as purchase orders, reservations) to include in the check. Shipping data (times in days) Trans. Grp Transportation groups are groups of materials that have the same transportation requirements. For example, all goods that need refrigeration. Loading Grp Loading groups define materials that have the same loading requirements, such as forklift truck, or crane.
Packaging material data Matl grp ship. matls, or Material group shipping materials Freely definable group name, which is used to indicate groups of materials with similar shipping materials, such as liquids or bulk, for example. General plant parameters Negative stock Check mark indicator, which specifies whether negative stock is allowed at that plant.
- Sales texts Text specific to the material and in an appropriate language. Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
General Data — Address Customer Name Search Term Street address, City, Postal code, Country Language General Data — Communication Telephone, Fax, Data numbers
General data — Control data Account control : Vendor, Authorization Trading partner, Group key Tax information : Tax codes, Fiscal address Country code, City code VAT N, Tax jurisdiction code Equalization tax, Sole proprietor Tax on sls/pur. Reference data / area : International Locator No. Industry: Transport Zone Express station Train station Location code
General Data — Marketing Classification : Nielsen ID Customer classification Industry Industry codes Operating figures : Annual sales Number of employees Fiscal year variant Sales prospecting : Legal status
General Data — Payment Transactions Bank details Country Bank Key Account holder Bank Account Control Key Collection
General Data — Unloading points Unloading point Customer factory calendar Default Unloading Point Goods receiving hours
General Data — Foreign trade Country key for export control of customer Table of Denial Orders list (TDO) Special Designated Nationals list (SDN) Diversion High Risk Profile list (DHRP) Usage and Classification
General Data — Contact persons Name Telephone number Department First name Form of address (e.g. Mr., Ms.) Function
Company Code Data Payment Transactions Payment data: Payment terms Tolerance group Automatic Payment Transactions: Payment methods Alternative payer Lockbox
Company Code Data Correspondence Dunning data : Dunning procedure Dunning recipient Correspondence : Account number at customer Customer user Payment notices to : Customer Sales Accounting Legal
Company Code Data Insurance Export credit insurance : Policy number Institution number Amount insured Valid until Lead months Deductible
Sales Data — Sales area Sales order : Sales district Sales office Sales group Order probability Item proposal Account at customer Pricing / Statistics: Price group Customer pricing procedure Price list type Customer statistical group
S & D Data — Shipping Shipping : Delivery priority Shipping conditions Delivering plant Order combination Batch split allowed Partial Delivery: Complete delivery Partial delivery of item Maximum part deliveries
S&D Data — Billing Billing section : Manual invoice maint. Rebate Pricing Billing schedule Invoice list schedule Delivery and payment terms : Incoterms Payment terms Accounting : Account assignment group Taxes: Tax requirements for the customer
The pricing procedure uses what SAP calls “the condition technique”.
The pricing condition technique starts with the:
Pricing Procedure which looks at
Conditions which use
Access Sequences which accesses
Condition tables which point to
A price, discount or other condition ($)
R/3 Pricing Process UNIFORM SALES DOC. ITEM DETERMINE PRICING PROCEDURE FOR ITEM PRICE THE ITEM DETERMINE ACCESS SEQUENCE FOR EVERY CONDITION TYPE IN PRICING PROCEDURE ACCESS THE CONDITION RECORDS AND DETERMINE PRICE SALES AREA & DOCUMENT TYPE & SOLD-TO CONDITION TYPE AND ACCESS SEQUENCE ARE LINKED IN TABLE PR00 KI00 TX00 FR00 CONDITION TYPE ACCESS SEQUENCE TX00 FR00 KI00 PR00 - - - $9.25 N/A STOPS LOOKING AFTER FINDING FIRST VALUE ETC . PRICE ELEMENT CONTROL PARAMETERS UPPER/LOWER LIMITS PRICING PROCEDURE USSTD PR00 TX00 KI00 FR00 USALT DISCOUNT CONDITION TYPE CONDITION PRICE FREIGHT TAXES DISCOUNT PRICE KI01 PR00 KEY CUSTOMER/MAT’L OR PRICE LIST/MAT’L OR MATERIAL LOOK FOR CONDITION RECORDS IN THIS ORDER OF CONDITION TABLES ACCESS SEQUENCE 01 02 03 PR00 CUSTOMER / MATERIAL PRICE LIST TYPE/MAT’L MATERIAL OR DER ETC . KI00 01 02 03 CUSTOMER / MATERIAL PRICE LIST TYPE/MAT’L MATERIAL SALES AREA DOC . TYPE SOLD TO PRICING PROCEDURE US01 US01 UK01 UK02 USSTD USALT UKSTD UKSTD A B 1 1 1 1 A A
Transportation lead time — time required to schedule transportation
Pick/Pack time — time required for picking and packing
Load time — time required to load
Transit time — time required to transport goods from shipping point to ship-to
Requested Delv. Date Goods Issue Loading Material Availability Order Date Transp. Sched. Transit Time (2 days) Loading Time (1 day) Pick & Pack Time (2 days) Transp. Sched. Time (1 day) 25 26th 27th 28th 29th 31st 25th
Order Date Transit Time (2 days) Loading Time (1 day) Transp. Sched. Time (1 day) New Delv. Date 27th 27th 28th 29th 31st 26th 27 1 Requested Delv. Date Goods Issue Loading Material Availability Transp. Sched. Pick & Pack Time (2 days)
Defines the G/L accounts that billing entries are posted to — revenue, deduction, freight charges
Cust Acct. Grp. 01 Application V Sales Org. SOxx KOFI Chart of Accounts CHRT From Table From Sales Doc. Account Key ERL From Pricing Proc Condition Type 610000 From Table G/L Account From Customer Master From Sales Doc. From Sales Doc.
Separate invoice per delivery Delivery Order Delivery Invoice Invoice Delivery Order Delivery Invoice Delivery Order Collective Invoice Order Delivery Invoice Invoice Invoice Split
Periodic — total amount for a planned billing period
Milestone — distributing the total amount over multiple billing dates - typically used with the project system (PS)
Installment — evenly proportioned amounts and defined payment dates
Resource related — consumed resources such as service or consulting
Billing Description % Value Billing Milestone Billing date block status 11/20/96 Contract 10 30,000 - x x 01/20/97 Assembly 40 120,000 - x x 04/20/97 Operational 40 120,000 x x 05/20/97 Acceptance 10 30,000 x x 06/20/97 Final invoice -- - - x Sales Order Billing Plan Sold-to : QAZ Industries Delivery Date : 06/20/97 Material : 546-dk1 Generator Price : $300,000