EHP4 for SAP ERP6.0March 2010English                        Sales and Distribution                        (105)           ...
SAP Best Practices                  Sales and Distribution (105): Configuration GuideCopyright© Copyright 2008 SAP AG. All...
SAP Best Practices           Sales and Distribution (105): Configuration GuideIcons  Icon                Meaning          ...
SAP Best Practices                                     Sales and Distribution (105): Configuration GuideContentSales and D...
SAP Best Practices                                 Sales and Distribution (105): Configuration Guide   Defining Account Ke...
SAP Best Practices                                 Sales and Distribution (105): Configuration Guide   Defining Relevant I...
SAP Best Practices                                 Sales and Distribution (105): Configuration Guide     Maintain Sales Do...
SAP Best Practices                                    Sales and Distribution (105): Configuration Guide    Create Output T...
SAP Best Practices                      Sales and Distribution (105): Configuration Guide     Sales and DistributionPurpos...
SAP Best Practices                    Sales and Distribution (105): Configuration GuideSD Business Partner ConfigurationCu...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide    Partn.Funct                     ...
SAP Best Practices                  Sales and Distribution (105): Configuration Guide    Field Name                       ...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide    Field Name             Values   ...
SAP Best Practices                    Sales and Distribution (105): Configuration Guide    Field Name       Values    Disp...
SAP Best Practices                     Sales and Distribution (105): Configuration Guide    Field Name                   V...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide    Group                Description...
SAP Best Practices                    Sales and Distribution (105): Configuration Guide1. Access the activity using one of...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide4. Choose Save and then choose Back....
SAP Best Practices                     Sales and Distribution (105): Configuration Guide    CustHType                    A...
SAP Best Practices                    Sales and Distribution (105): Configuration Guide6. In the 05 Airplane row, in the S...
SAP Best Practices                    Sales and Distribution (105): Configuration GuideAssigning Transportation Zone to Sh...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide    Packag.       Output    Output  ...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide    IMG Menu                Logistic...
SAP Best Practices   Sales and Distribution (105): Configuration Guide    Mat Grp PM                     PkgMtlType    YB0...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide3. Choose Save and then choose Back....
SAP Best Practices                   Sales and Distribution (105): Configuration Guide    SC                  LGrp        ...
SAP Best Practices               Sales and Distribution (105): Configuration Guide    Field Name         Description   Use...
SAP Best Practices                      Sales and Distribution (105): Configuration Guide     Route determin.             ...
SAP Best Practices                     Sales and Distribution (105): Configuration Guide    IMG Menu                   Ven...
SAP Best Practices                     Sales and Distribution (105): Configuration GuideYou specify an access sequence in ...
SAP Best Practices                    Sales and Distribution (105): Configuration Guide    Transaction Code       SPRO2. I...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide    Transaction Code        SPRO / S...
SAP Best Practices                    Sales and Distribution (105): Configuration Guide    IMG Menu                Sales a...
SAP Best Practices                   Sales and Distribution (105): Configuration Guide1. Access the activity using one of ...
SAP Best Practices                   Sales and Distribution (105): Configuration GuideUseThis activity will allocate G/L a...
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  1. 1. EHP4 for SAP ERP6.0March 2010English Sales and Distribution (105) Building Block Configuration GuideSAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
  2. 2. SAP Best Practices Sales and Distribution (105): Configuration GuideCopyright© Copyright 2008 SAP AG. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purposewithout the express permission of SAP AG. The information contained herein may bechanged without prior notice.Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors.Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of MicrosoftCorporation.IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400,OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, System i, System i5, System p, Systemp5, System x, System z, System z9, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity,Tivoli, Informix, i5/OS, POWER, POWER5, POWER5+, OpenPower and PowerPC aretrademarks or registered trademarks of IBM Corporation.Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registeredtrademarks of Adobe Systems Incorporated in the United States and/or other countries.Oracle is a registered trademark of Oracle Corporation.UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin aretrademarks or registered trademarks of Citrix Systems, Inc.HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, WorldWide Web Consortium, Massachusetts Institute of Technology.Java is a registered trademark of Sun Microsystems, Inc.JavaScript is a registered trademark of Sun Microsystems, Inc., used under license fortechnology invented and implemented by Netscape.SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessByDesign, and other SAP products and services mentioned herein as well as their respectivelogos are trademarks or registered trademarks of SAP AG in Germany and in several othercountries all over the world. All other product and service names mentioned are thetrademarks of their respective companies. Data contained in this document servesinformational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAPAG and its affiliated companies ("SAP Group") for informational purposes only, withoutrepresentation or warranty of any kind, and SAP Group shall not be liable for errors oromissions with respect to the materials. The only warranties for SAP Group products andservices are those that are set forth in the express warranty statements accompanying suchproducts and services, if any. Nothing herein should be construed as constituting anadditional warranty.© SAP AG Page 2 of 226
  3. 3. SAP Best Practices Sales and Distribution (105): Configuration GuideIcons Icon Meaning Caution Example Note or Tip Recommendation SyntaxTypographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.© SAP AG Page 3 of 226
  4. 4. SAP Best Practices Sales and Distribution (105): Configuration GuideContentSales and Distribution............................................................................................................... 9Purpose..................................................................................................................................... 9Preparation............................................................................................................................... 9 2.1 Prerequisites.................................................................................................................... 9Configuration............................................................................................................................. 9 Order Scheduling .................................................................................................................. 9 Defining Floats (Scheduling Margin Key)...........................................................................9 SD Business Partner Configuration ....................................................................................10 Customer Control............................................................................................................. 10 Setting Up Partner Determination: Account Groups - Function Assignment ................10 Defining Customer Account Group for DUMMY Customer...........................................11 Partner Determination Procedure Assignment.............................................................15 Customer Master Data .................................................................................................... 16 Defining Legal Statuses................................................................................................ 16 Defining Customer Groups........................................................................................... 16 Defining Sales Districts................................................................................................. 17 Customer Hierarchies ..................................................................................................... 18 Assigning Sales Areas to Customer Hierarchy Types .................................................18 Allowed Account Group Assignments for Customer Hierarchies..................................18 Logistics Execution.............................................................................................................. 19 LE: Shipment Cost........................................................................................................... 19 Defining and Assigning Shipping Type Procedure Group.............................................19 Assigning Purchasing Data.......................................................................................... 20 LE: Routes....................................................................................................................... 20 Defining Shipping Types............................................................................................... 20 Assigning Transportation Zone to Shipping Point.........................................................21 LE: Packaging.................................................................................................................. 21 Defining Packaging Material Types..............................................................................21 Defining Material Group for Packaging Materials.........................................................22 Defining Allowed Packaging Materials .........................................................................23 Assign Shipping Points................................................................................................ 25 LE: Deliveries................................................................................................................... 26 Defining Delivery Types................................................................................................ 26 Assignment of List Profile to Delivery Scenario............................................................28 Pricing................................................................................................................................. 28 Defining Condition Tables................................................................................................ 28 Defining Access Sequences............................................................................................ 29 Condition Types............................................................................................................... 29 Defining and Assigning Pricing Procedure.......................................................................30 Defining Pricing Procedure Determination.......................................................................31 Defining Document Pricing Procedure.............................................................................31 Account Determination........................................................................................................ 32 Materials: Account Assignment Group.............................................................................32 Customers: Account Assignment Group..........................................................................32 Defining Account Determination Procedure.....................................................................33 Default Values for Account Group for Customer Creation................................................33© SAP AG Page 4 of 226
  5. 5. SAP Best Practices Sales and Distribution (105): Configuration Guide Defining Account Keys..................................................................................................... 34 Assigning G/L Accounts...................................................................................................... 34 Cash Account Determination........................................................................................... 42 Availability Check................................................................................................................ 42 Availability Check: Define Checking Groups....................................................................42 Defining Material Block for Other Users...........................................................................43 Availability Check: Defining Checking Groups Default Value...........................................44 Carrying Out Control for Availability Check......................................................................44 Availability Check against Product Allocation: Maintaining Procedure.............................45 Availability Check against Product Allocation: Defining Object........................................46 Availability Check against Product Allocation: Specifying Hierarchy................................47 Availability Check against Product Allocation: Defining Consumption Periods................47 Availability Check against Product Allocation: Controlling Product Allocation..................48 Defining Flow According to Requirement Category.........................................................49 Output Control..................................................................................................................... 49 Maintaining Output Procedure......................................................................................... 49 Output Control – Sales Documents.....................................................................................50 Maintaining Output Types: Output Types.........................................................................50 Maintaining Output Types: Message Types.....................................................................51 Output Control – Shipping .................................................................................................. 52 Maintaining Output Types................................................................................................ 52 Assigning Output Determination Procedures ..................................................................53 Maintaining Output Types - Partner Function...................................................................53 Output Control – Billing ....................................................................................................... 54 Maintaining Output Types................................................................................................ 54 Assigning Output Determination Procedures...................................................................55 SD Output Determination - Billing Partner Functions.......................................................55 Defining Print Parameters.................................................................................................... 56 Defining Print Parameters Sales Organization.................................................................56 Defining Print Parameters Shipping.................................................................................57 Output Control – Picking SD................................................................................................ 58 Output Determination for Picking List...............................................................................58 Maintaining Print Parameter for SD Picking.....................................................................58 Product Specific Settings..................................................................................................... 59 Maintaining Procedure Determination in Background for Product Proposal.....................59 Maintaining Procedure Determination Online for Product Proposal.................................60 Assigning Document Procedure to Sales Document Type...............................................60 Defining Item Category Groups........................................................................................... 61 Determining Active Receivables per Item Category............................................................61 Changing controllable error messages shipping processing................................................62 Sales Order Processing I..................................................................................................... 62 Defining Number Ranges for Sales Documents...............................................................62 Defining Sales Document Types......................................................................................63 Sales Organizations - Assigning Order Type...................................................................64 Divisions by Sales Org - Assign Order Type....................................................................65 Distribution by Sales Org - Assign Order Type................................................................65 Assigning Sales Area to Sales Document Types.............................................................66 Assigning Sales Area to Credit Control Area...................................................................67© SAP AG Page 5 of 226
  6. 6. SAP Best Practices Sales and Distribution (105): Configuration Guide Defining Relevant Item Categories..................................................................................68 Defining Incompleteness Procedures..............................................................................68 Assigning Incompleteness Procedures............................................................................69 Defining and Assigning Text Determination Procedures..................................................69 Assigning Material Determination Procedures to Sales Document Types.......................70 Down Payment Configuration.............................................................................................. 70 Defining Billing Plan Types.............................................................................................. 70 Date category................................................................................................................... 71 Defining and Assigning Item Category YBAO..................................................................71 Defining Item Categories for Deliveries...............................................................................72 Assigning Item Categories................................................................................................... 73 Copying Control: Sales Document to Billing Document.......................................................73 Specifying Copy Controls for Deliveries..............................................................................74 Determination of requirement types using transaction.........................................................75 Defining Delivery Item Category......................................................................................76 Defining and Assigning Text Determination Procedures..................................................76 SIS Configuration................................................................................................................ 77 SIS Header Configuration................................................................................................ 77 SIS Item Configuration.................................................................................................... 78 Activate SIS Info Structures......................................................................................... 79 LE Output Control................................................................................................................ 80 Maintaining output determination procedures for outbound deliveries.............................80 Maintaining Output Determination Procedure for Shipping Units - Control......................80 Sales Order Processing II.................................................................................................... 81 Maintaining Copy Control for Sales Documents (QT)......................................................81 Assigning Item Categories............................................................................................... 83 Defining Item Categories.................................................................................................. 83 Setting up Partner Determination Procedure Assignment for Item categories.................84 Maintaining Item Category Assign Text Determination Procedure...................................85 Assigning Incompleteness Procedures............................................................................86 Maintaining Copying Control Delivery Document to Billing Document.............................86 3.4PREPARE SD BRAZILIAN LOCALIZATION (O035)......................................................88 SD BILLING..................................................................................................................... 88 Billing: Document Types............................................................................................... 88 SD SALES DOCUMENTS............................................................................................... 91 Incompletion Log ..........................................................................91 Maintain Sales Order Types ...........................................................94 Assign Sales Area To Sales Document Types (BR)...................................................101 Assign Price Procedure to Billing type ..........................................102 Assign Incompletion Procedures For Sales Document Type .........103 SD SALES DOCUMENT ITEM CATEGORIES..............................................................104 Define Item Categories for sales order ................................................104 Assign Item categories .................................................................108 Define Item Categories for Delivery ...............................................109 Defining Item Category Determination in Deliveries...................................................111 Assign Schedule Line ....................................................................112 SD LOCALIZATION BRAZIL ASSIGN NF.....................................................................114 Assign Nota Fiscal to Sales Order..............................................................................114© SAP AG Page 6 of 226
  7. 7. SAP Best Practices Sales and Distribution (105): Configuration Guide Maintain Sales Document Item Category...................................................................114 Maintain Billing Types................................................................................................. 116 Maintain Billing Document Item Category...................................................................117 Maintain Automatic Nota Fiscal Texts........................................................................118 Define Brazilian Tax Regions and Assign to Geograph. Regions...............................120 SD Copy control for documents.....................................................................................120 Maintain Copy Control Billing to Sales Document......................................................120 Maintain Copy Control Sales Document to Delivery...................................................124 Maintain Copy Control Sales Document to Billing......................................................127 Maintain Copy Control Delivery to Billing....................................................................129 Maintain Copy Control Sales Doc. to Sales Doc........................................................131 SD TAXBRA – Localization Brazil.....................................................................................132 SD TAXBRA - LOCALIZATION BRAZIL - PART 1........................................................132 Field Catalog.............................................................................................................. 132 Define Sequence for SD Tax Code Determination.....................................................135 Define Customer Groups for SubTrib Calculation.....................................................136 Define Access Sequences.......................................................................................... 137 SD TAXBRA - LOCALIZATION BRAZIL - PART 2........................................................147 Define And Assign Pricing Procedure.........................................................................147 Define Condition Types.............................................................................................. 153 SD TAXBRA - LOCALIZATION BRAZIL - PART 3........................................................157 Assign Condition Types to Internal Codes for Tax Conditions....................................157 Assign Condition Tables to Tax Tables......................................................................160 Assign Condition Type to Withholding Tax Type........................................................162 Tax Codes SD............................................................................................................ 163 Tax Codes MM/FI....................................................................................................... 164 Define Official Collection Codes.................................................................................165 Map SD Tax Values to Nota Fiscal Fields..................................................................166 Special Conditions for Pricing.....................................................................................167 Define Sequence for Tax Law Determination.............................................................168 SALES DOCUMENTS BRAZILIAN LOCALIZATION.....................................................168 Assign Output Determination Procedures..................................................................168 Define and Assign Account Keys...............................................................................169 Assign Document Procedure for Product Proposal to Sales Document.....................170 Define Industry Sector for Customers.........................................................................170 Define Shipping Conditions by Sales Document Type...............................................171 Pricing Procedures: Determination in Sales Docs..........................................................172 Calculation Procedures for CBT Calculation .................................................................173 Assign Business Area to Plant/Valuation Area and Division..........................................174 Define Wich Taxes are included in SD Price Conditions................................................174 Assign Nota Fiscal to Sales Order................................................................................175 DEFINE TAX RELEVANCY OF MASTER RECORDS..................................................175 DEFINE TAX RELEVANCY OF MASTER RECORDS - Customer...........................175 DEFINE TAX RELEVANCY OF MASTER RECORDS - Material..............................176 MANUAL ACTIVITIES....................................................................................................... 176 Activation of Tax Codes................................................................................................. 176 Maintain Specific Tax Type ICMO..................................................................................178MASTER DATA..................................................................................................................... 179© SAP AG Page 7 of 226
  8. 8. SAP Best Practices Sales and Distribution (105): Configuration Guide Create Output Tax Record (IBRX).................................................................................179 Create Initial Tax Rates 100%......................................................................................179 Create Initial Base Rates 100%.....................................................................................180 Create Initial Base Rates 100%.....................................................................................180 Nota Fiscal Condition Records.......................................................................................180 Create Initial PIS Tax Rate............................................................................................. 181 Create Initial COFINS Tax Rate.....................................................................................181BRAZILIAN LOCALIZATION................................................................................................. 183 Nota Fiscal Electronic (NF-e)............................................................................................. 183 Purpose 183 Preparation.................................................................................................................... 183 Prerequisites...................................................................................................................... 183 Define Forms - NF-e...................................................................................................... 183 Define Number Groups - NF-e.......................................................................................183 Condition types for Output Determination –NF-e...........................................................184 Condition types for Nota Fiscal Parallel Process (Optional).......................................185 Maintain Number Ranges for NF-e................................................................................186 Assign Numbering and Printing Parameters – NF-e......................................................186 Output Determination Procedure...................................................................................187 Create Condition Record - NF-e....................................................................................188 Define Nota Fiscal Types............................................................................................... 188 Define NF Type Redetermination for Goods Movements...............................................194 Defining Business Places............................................................................................... 195 Defining NF Type Redetermination per Business Place................................................196 Assign XML Version to Region......................................................................................196 Defining SEFAZ Status Codes ......................................................................................197 Defining Cancellation Reasons......................................................................................204 Defining IPI Tax Situations............................................................................................. 205 Defining PIS Tax Situations........................................................................................... 206 Defining COFINS Tax Situations ...................................................................................207 Defining IPI Tax Laws ................................................................................................... 208 Defining PIS Tax Laws................................................................................................... 211 Defining COFINS Tax Laws .......................................................................................... 215 Maintain Tax Law PIS/COFINS......................................................................................218 Maintain Tax Law PIS/COFINS SD................................................................................220 Defining Screen Control Groups....................................................................................221 Assigning Screen Control Group....................................................................................222 CBT: Mapping of SubTrip Base Reduction....................................................................223 Create New Conditions for MM and SD.....................................................................223 Maintain Calculation Procedure TAXBRA / YVABRA................................................223 Create New Internal Codes.......................................................................................224 Assing Internal Codes to Conditions..........................................................................225 Defining Tax Jurisdiction Codes ....................................................................................225 Assigning Postal Codes to Tax Jurisdiction Codes .......................................................225 Contingency Rules for Plant........................................................................................... 225Appendix............................................................................................................................... 226© SAP AG Page 8 of 226
  9. 9. SAP Best Practices Sales and Distribution (105): Configuration Guide Sales and DistributionPurposeThis configuration guide provides the information you need to set up the configuration of thisbuilding block manually.If you do not want to configure manually and prefer an automated installation process usingthe SAP Best Practices Installation Assistant and other tools, refer to the SAP Best PracticesQuick Guide.Preparation 2.1 PrerequisitesBefore you start installing this building block, you must install prerequisite building blocks. Formore information, see the Building Block Prerequisite Matrix for Baseline. The matrix (anExcel file) is linked on the solutions DVD/website in one of the following two locations: • Content Library • Site MapConfigurationOrder SchedulingDefining Floats (Scheduling Margin Key)UseThe purpose of this step is to define the scheduling margin key.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Production → Shop Floor Control → Operations → Scheduling → Define Scheduling Margin Key Menu IMG Produção  Controle de produção  Operações  Programação  Definir chave de horizonte Transaction Code SPRO2. On the Change View “Margins for scheduling”: Overview screen, choose New Entries.3. Make the following entries: Plant Key Name 1 Opening Float After Float Before Release Period Production Production Period 1000 000 Centro 1 000 000 000 000 1000 001 Centro 1 010 001 002 005 1100 000 Centro 2 000 000 000 000 1100 001 Centro 2 010 001 002 0054. Choose Save.© SAP AG Page 9 of 226
  10. 10. SAP Best Practices Sales and Distribution (105): Configuration GuideSD Business Partner ConfigurationCustomer ControlSetting Up Partner Determination: Account Groups - Function AssignmentUseIn this activity, you define the rules that should be used to perform automatic partnerdetermination.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Partner Determination → Set up Partner Determination Menu IMG Vendas e distribuição  Funções básicas  Determinação de parceiro  Definir determinação do parceiro Transaction Code SM34 (customizing object VC_TPAR_KU)2. In the Choose Activity dialog box, double-click Set Up Partner Determination for Customer Master.3. On the Change View “Partner Determination Procedures”: Overview screen, double-click Account Groups – Function Assignment.4. Choose New Entries.5. In the Account Groups – Function Assignment table, enter the following data: Partn.Funct Account Grp 1B YB01 1C YB01 1D YB01 1D 0003 AA YB01 SP YB01 AW YB01 BP YB01 BP 0003 PY YB01 PY 0003 SB YB01 SO YB01 SH YB01 SH YBVC SP YBEC SP YBAC© SAP AG Page 10 of 226
  11. 11. SAP Best Practices Sales and Distribution (105): Configuration Guide Partn.Funct Account Grp BP YBEC PY YBEC SH YBEC BP YBAC PY YBAC SH YBAC SP YBPC BP YBPC PY YBPC SH YBPC 1B YB03 1C YB03 1D YB03 AA YB03 SP YB03 AW YB03 BP YB03 PY YB03 SB YB03 SO YB03 SH YB036. Choose Save; then choose Back.Defining Customer Account Group for DUMMY CustomerUseThis activity defines the customer account group for the DUMMY customer.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics → General → Business Partner → Customers → Control → Define Account Groups and Field Selection for Customers Menu IMG Logística geral  Parceiro de negócios  Clientes  Controle  Definir grupos de contas e seleção de campos clientes Transaction Code OVT02. On the Change View “Customer Account Groups”: Overview screen, choose New Entries.3. On the New Entries: Details of Added Entries screen, make the following entries:© SAP AG Page 11 of 226
  12. 12. SAP Best Practices Sales and Distribution (105): Configuration Guide Field Name User Action and Values Account Group YBPC Dummy customer Number range XX CentrTextDetPrc 01 TextDetProc SD 01 Cust.pric.proc. 1 Partner DetermProced AG Default SP Checked4. Double-click the General Data text, and expand the Field Status Group.5. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows: Field Name Values Group Address Suppress Search term B, Street 5, Buildings, Company postal code, Comments, Regional structure grouping, Sex, Date of birth, Marital status, Academic title, Name prefix, 2. academic title, 2nd prefix, Name at Birth, Nickname, Name affix, Initials, Country for format, Format name, Alternative place of residence, P.O. box without number, PO box country, PO Box Region, Name Formatting, Undeliverable Street, Undeliverable Postbox Req. Entry Name 1/Last name, Search Term A, Postal code, city, Opt. Entry Mark the rest optional Display N/A Group Communication Suppress Mobile Telephone Req. Entry N/A Opt. Entry Mark the rest optional Display N/A Group Control Suppress Reference account group (OTA), Business Place, Tax Type, Tax categories. Req. Entry N/A Opt. Entry Mark the rest optional Display N/A Group Marketing Suppress N/A Req. Entry N/A Opt. Entry Mark all optional Display N/A Group Payment Transactions Suppress N/A© SAP AG Page 12 of 226
  13. 13. SAP Best Practices Sales and Distribution (105): Configuration Guide Field Name Values Req. Entry N/A Opt. Entry Mark all optional Display N/A Group Unloading points Suppress N/A Req. Entry N/A Opt. Entry Mark all optional Display N/A Group Contact person Suppress N/A Req. Entry N/A Opt. Entry Mark all optional Display N/A Group Foreign Trade Suppress N/A Req. Entry N/A Opt. Entry Mark all optional Display N/A6. Choose Save and then choose Back.7. Select the Company code data text and then expand Field Status Group.8. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows: Field Name Values Group Account Management Suppress Personnel number, Gross income tax, Value adjustment key Req. Entry N/A Opt. Entry Mark the rest optional Display N/A Group Payment transactions Suppress Credit memo terms of payment, Diff. Payer in document, Accts recble pledging ind. Req. Entry N/A Opt. Entry Mark the rest optional Display N/A Group Correspondence Suppress N/A Req. Entry N/A Opt. Entry Mark the rest optional© SAP AG Page 13 of 226
  14. 14. SAP Best Practices Sales and Distribution (105): Configuration Guide Field Name Values Display N/A Group Insurance Suppress N/A Req. Entry N/A Opt. Entry Mark all optional Display N/A Group W/holding tax data, w/h tax 2 Suppress Withholding tax code (2), Withholding tax number, Withholding tax types Req. Entry N/A Opt. Entry W/hold.tax deduction, w/h tax 2 Display N/A9. Choose Save and then choose Back.10. Select the Sales data text and then expand Field Status Group.11. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows: Field Name Values Group Sales Suppress N/A Req. Entry Pricing procedure, Currency Opt. Entry Mark the rest optional Display N/A Group Shipping Suppress Rail specifications Req. Entry N/A Opt. Entry Mark the rest optional Display N/A Group Billing Suppress Hedging and credit contr. Area Req. Entry Taxes and licenses Opt. Entry Mark the rest optional Display N/A Group Partner usage Suppress N/A Req. Entry N/A Opt. Entry Mark all optional© SAP AG Page 14 of 226
  15. 15. SAP Best Practices Sales and Distribution (105): Configuration Guide Field Name Values Display N/A Group Documents Suppress N/A Req. Entry N/A Opt. Entry Mark all optional Display N/A12. Choose Save and then choose Back.Partner Determination Procedure AssignmentUseThis activity will assign the account groups to the partner determination procedure.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Master Data → Business Partners → Customers → Customer Hierarchy → Set Partner Determination for Hierarchy Categories Menu IMG Vendas e distribuição  Funções básicas  Determinação de parceiro  Definir determinação do parceiro Transaction Code SM34 (customizing object VC_TPAR_KU)2. Choose Set Up Partner Determination for Customer Master.3. On the Partner Determination Procedures: Overview screen and choose Partner Determination Procedure Assignment: Overview.4. On the Partner Determination Procedure Assignment: Overview screen make the following assignments: Group Description Partner Name Determination Procedure YB01 Sold-to party AG Sold-To Party YB02 Customer (ext.number AG Sold-To Party assgnmnt) YB03 Sold-to party Demo AG Sold-To Party (int.Numb.) YBAC Affiliated Companies - AG Sold-To Party BP YBEC Export Customers - AG Sold-To Party BP YBOC One-time cust. AG Sold-To Party (ext.no.assgnmt)© SAP AG Page 15 of 226
  16. 16. SAP Best Practices Sales and Distribution (105): Configuration Guide Group Description Partner Name Determination Procedure YBPC Dummy customer AG Sold-To Party YBVC Vendor_AT WE Ship-to party5. Choose Save and then choose Back.Customer Master DataDefining Legal StatusesUseThis activity will define the possible business forms which a customer can have (for example,corporation or limited liability company). You specify the business form in the general data ofthe customer master record as part of the marketing information (which specifies a businessform for all sales areas).ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Master Data → Business Partners → Customers → Marketing → Define Legal Statuses Menu IMG Vendas e distribuição Dados mestre Parceiro negócios Clientes  Marketing  Definir tipo de sociedade Transaction Code OVR62. On the Change View “Legal Status (Customer Master):” Overview screen, choose New Entries.3. On the New Entries: Overview of Added Entries screen, enter the following data: Legal Status Description 01 Legal status 01 06 Ltd 07 Inc 10 Corp4. Choose Save and then choose Back.Defining Customer GroupsUseIn this menu option, you define the customer groups to which a customer can belong. You specify the customer group for sales data in the customer master record for each sales area. The SAP system copies this specification automatically into the sales documents at header and item level. Here, you will find the customer group on the detail screen for general business data.ProcedureCarry out the following steps:© SAP AG Page 16 of 226
  17. 17. SAP Best Practices Sales and Distribution (105): Configuration Guide1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Master Data → Business Partners → Customers → Sales → Define Customer Groups Menu IMG Vendas e distribuição  Dados mestre  Parceiro negócios  Clientes  Venda  Definir grupos de clientes Transaction Code OVS92. On the Change View “Customer groups”: Overview screen, choose New Entries.3. On the New Entries: Overview of Added Entries screen, enter the following data: Cgrp Name 01 Industry 02 Retail 03 Wholly-owned subsid. 04 Partly owned subsid. 05 Competition 06 Public sector 07 Private customer 08 Wholesale4. Choose Save and then choose Back.Defining Sales DistrictsUseIn this menu option, you define the sales districts in which the customers subsidiaries can belocated. You specify the sales districts for the sales data in the customer master record foreach sales area.Procedure1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Master Data → Business Partners → Customers → Sales → Define Sales Districts Menu IMG Vendas e distribuição  Dados mestre Parceiro negócios  Clientes  Venda  Definir região de vendas Transaction Code OVR02. On the Change View “Customers: Sales Districts”: Overview screen, choose New Entries.3. On the New Entries: Overview of Added Entries screen, enter the following data: Sales district District name 000001 Northern Brazil 000002 Southern Brazil 000003 Southeastern Brazil 000004 Northeastern Brazil 000005 Central West Brazil© SAP AG Page 17 of 226
  18. 18. SAP Best Practices Sales and Distribution (105): Configuration Guide4. Choose Save and then choose Back.Customer HierarchiesAssigning Sales Areas to Customer Hierarchy TypesUseThis activity will assign sales areas to each other, which allows you to determine whether asales area uses its own customer hierarchies or shares one with another sales area.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Master Data → Business Partners → Customers → Customer Hierarchy → Assign Sales Areas Menu IMG Vendas e distribuição  Dados mestre Parceiro negócios  Clientes  Venda  Atualizar campos de reserva no mestre de cliente Transaction Code OVH32. On the Change View “Customer Hierarchy: Allowed Sales Area Assignments”: Overview screen, choose New Entries.3. On the New Entries: Overview of Added Entries screen, make the following entries. CustType Sales Org. Distr.Chl Division HgLvSlsOrg HLDstrCh HgLvDivis. A 1000 10 10 1000 10 104. Choose Save and then choose Back.Allowed Account Group Assignments for Customer HierarchiesUseThis activity will assign the possible higher-level account groups to the account groupspermitted for each customer hierarchy type. Therefore, both the valid account groups for eachhierarchy type are defined and the higher-level account groups of the valid account groups.This will prevent the system assigning a ship-to party above a sold-to party.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Master Data → Business Partners → Customers → Customer Hierarchy → Assign Account Groups Menu IMG Vendas e distribuição  Dados mestre  Parceiro negócios  Clientes  Hierarquia clientes  Atribuir grupos contas Transaction Code OVH22. On the Change view “Allowed Acct. Grp Assign. For Cust. Hier.”: Overview screen, choose New Entries.3. On the New Entries: Overview of Added Entries screen, enter the following data:© SAP AG Page 18 of 226
  19. 19. SAP Best Practices Sales and Distribution (105): Configuration Guide CustHType Acct Group Hg Lv Acct Gr A 0001 0012 A YB01 YB01 A YB01 0003 A YB01 YB02 A 0012 0012 A 0012 0003 A 0003 0003 A YB02 YB01 A YB02 0012 A YB02 0003 A YB02 YB02 A YB01 0012 A 0003 00124. Choose Save and then choose Back.Logistics ExecutionLE: Shipment CostDefining and Assigning Shipping Type Procedure GroupUseThis activity defines the pricing procedure. You also assign transactions to the pricingprocedure transactions by defining the following dependencies for:ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics Execution → Transportation → Shipment Costs → Pricing → Pricing Control → Define and Assign Pricing Procedures Menu IMG Logistics Execution  Transporte  Custos de frete  Determinação do preço  Controle da determinação de preço  Definir e atribuir esquemas de cálculo Transaction Code T_722. Double-click Define and assign shipping type procedure group.3. Choose New Entries, and enter the following data: Field Name Description User action and values Comment ShipTypGrp 0005 Description Air4. Choose Save and then choose Back.5. Double-click Dialog Structure Assign shipping type procedure group.© SAP AG Page 19 of 226
  20. 20. SAP Best Practices Sales and Distribution (105): Configuration Guide6. In the 05 Airplane row, in the ShpTyp Grp row, enter 0005.7. Choose Save and then choose Back.Assigning Purchasing DataUseFor settlement, you must assign the organizational units in the shipment to the relevantorganizational units in purchasing. These settings are necessary for creating accruals. Theaccruals are posted using service entry sheets. The purchasing organizational units areneeded for service procurement.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics Execution → Transportation → Shipment Costs → Settlement → Assign Purchasing Data Menu IMG Logistics Execution  Transporte  Custos de frete  Liquidação  Atribuir dados de compras Transaction Code SM30 (Customizing Object V_TVFP)2. Choose New Entries, then maintain the following data: TPPt SCTy POrg PGr Plnt 1000 0001 1000 100 10003. Choose Save and then choose Back.LE: RoutesDefining Shipping TypesUseIn this activity, you define the shipping types in combination with the mode of transport.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Routes → Define Routes → Define Shipping Types Menu IMG Vendas e distribuição  Funções básicas  Itinerários  Definição de itinerários Transaction Code SM30 (Customizing Object V_T173_COM)2. Choose New Entries, then maintain the following data: PT Description MdTr StPG 05 Airplane 05 00053. Choose Save and then choose Back.© SAP AG Page 20 of 226
  21. 21. SAP Best Practices Sales and Distribution (105): Configuration GuideAssigning Transportation Zone to Shipping PointUseIn this step you assign the Transportation Zone to the Shipping Point.Procedure1. Access the activity using one of the following navigation options: IMG Menu Logistic Execution → Shipping → Basic Shipping Functions → Routes → Route Determination → Maintain Country and Transportation Zone For Shipping Point Menu IMG Logistics Execution  Expedição  Bases  Itinerários  Determinação de itinerários  Atualizar país e zona de transporte para local de expedição Transaction Code SPRO / SM30 (Customizing Object V_TVST_RF)2. Make the following entries: ShPt Ctry Zone 1000 BR BR00040000 100R BR BR00010000 1100 BR BR00040000 110R BR BR000400003. Save your entries.LE: PackagingDefining Packaging Material TypesUseThe packaging material type combines packaging materials into groups and contains essential control features which apply to the corresponding shipping materials. When you specify a shipping material type in the material master record, each shipping material is assigned to a shipping material type.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics – General → Handling Unit Management → Basics → Define Packaging Material Types Menu IMG Logística geral  Administração de unidades comerciais  Bases  Definir tipos de meios auxiliares de expedição Transaction Code VHAR2. Choose New Entries, then maintain the following data: Packag. Output Output Sort Plant Pack. Number Int. External mat type Det Type determin. matl assgnmt interval Interval Proc cat. YB09 000001 MALB 0000 A C B 01© SAP AG Page 21 of 226
  22. 22. SAP Best Practices Sales and Distribution (105): Configuration Guide Packag. Output Output Sort Plant Pack. Number Int. External mat type Det Type determin. matl assgnmt interval Interval Proc cat. Barrel YB10 000001 MALB 0000 A C B 01 02 Reefer box YB11 000001 MALB 0000 A C B 01 02 Reefer container YB12 000001 MALB 0000 B D B 01 02 Chep- Pallets 1/2 YB13 0000 B A B 01 02 Tank lorry YB14 000001 MALB 0000 B D B 01 02 Chep- Pallets 1/4 YB15 000001 MALB 0000 B C B 01 Bottle 0001 000001 MALB 0000 B D B 01 02 Pallets 0002 000001 MALB 0000 A C B 01 02 Container 0003 Ship 0000 A A B 01 02 YB04 0000 A A B 01 02 Truck YB05 000001 MALB 0000 B C B 01 02 Cardboard box YB06 000001 MALB 0000 B C B 01 02 Case YB07 Box 000001 MALB 0000 B C B 01 02 YB08 0000 A B B 01 02 Waggon3. Choose Save and then choose Back.Defining Material Group for Packaging MaterialsUseIn this menu option, you define material groupings packaging materials, with which materialsthat are to be packed into similar packaging materials are grouped together. The materialgrouping for packaging materials is entered in the material master record of the shippingmaterial.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options:© SAP AG Page 22 of 226
  23. 23. SAP Best Practices Sales and Distribution (105): Configuration Guide IMG Menu Logistics – General → Handling Unit Management → Basics → Define Material Group for Packaging Materials Menu IMG Logística geral  Administração de unidades comerciais  Bases  Definir grupo de materiais p/meios auxiliares de expedição Transaction Code SM30 (Customizing Object V_TVEGR)2. Choose New Entries, then maintain the following data: GrPMt Description YB01 Pallets YB02 Container YB03 Case YB04 Card Box YB05 Bulk goods YB06 Single parts YB07 Small packed part YB08 Loose liquid prod YB09 Reefer cargo YB10 Truck YB12 Chep-Pallets 1/2 YB14 Chep-Pallets 1/43. Choose Save and then choose Back.Defining Allowed Packaging MaterialsUseWhen you pack materials or handling units, the system checks if the packaging materials forthe handling unit (to which the items are to be packed) are allowed for packing. By assigningpackaging material types to the material groups for packaging materials, you define whichpackaging materials are allowed for packing. By assigning shipping material types to materialgroups for shipping materials, you define which shipping materials are allowed for packing.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics - General → Handling Unit Management → Basics → Define Allowed Packaging Materials Menu IMG Logística geral  Administração de unidades comerciais  Bases  Determinar materiais de embalagem permitidos Transaction Code SM30 (Customizing Object V_TERVH)2. Choose New Entries and maintain the following data: Mat Grp PM PkgMtlType YB01 0001© SAP AG Page 23 of 226
  24. 24. SAP Best Practices Sales and Distribution (105): Configuration Guide Mat Grp PM PkgMtlType YB01 YB04 YB01 YB08 YB02 0002 YB02 0003 YB02 YB04 YB02 YB08 YB03 0001 YB03 0002 YB03 YB04 YB03 YB06 YB03 YB08 YB04 0001 YB04 0002 YB04 YB04 YB04 YB05 YB04 YB08 YB05 0003 YB05 YB04 YB05 YB08 YB06 0002 YB06 YB06 YB06 YB07 YB07 YB05 YB07 YB06 YB07 YB07 YB08 YB09 YB08 YB15 YB09 YB10 YB09 YB11 YB10 YB04 YB12 YB04 YB12 YB08 YB12 YB12 YB14 YB04 YB14 YB08 YB14 YB14© SAP AG Page 24 of 226
  25. 25. SAP Best Practices Sales and Distribution (105): Configuration Guide3. Choose Save and then choose Back.Assign Shipping PointsUseIn this menu option, you allocate the shipping points to the desired combinations of shippingcondition and loading group for each plant.Procedure1. Access the activity using one of the following navigation options: IMG Menu Logistics Execution → Shipping → Basic Shipping Functions → Shipping Point and Goods Receiving Point Determination → Assign Shipping Points Menu IMG Logistics Execution  Expedição  Determinação de local de expedição/dpto.entrada mercadorias  Atribuir locais de expedição Transaction Code SM30 (Customizing Object V_TVSTZ)2. Choose New Entries, then maintain the following data: SC LGrp Plnt PrShP 01 0001 1000 1000 01 0001 1000 1000 01 0001 1000 1000 01 0001 1000 1000 01 0001 1000 1000 01 0002 1000 1000 01 0002 1000 1000 02 0002 1000 1000 02 0002 1000 1000 02 0002 1000 1000 02 0003 1000 1000 02 0003 1000 1000 02 0003 1000 1000 03 0003 1000 1000 03 0003 1000 1000 03 0001 1100 1100© SAP AG Page 25 of 226
  26. 26. SAP Best Practices Sales and Distribution (105): Configuration Guide SC LGrp Plnt PrShP 03 0001 1100 1100 03 0001 1100 1100 04 0001 1100 1100 04 0001 1100 1100 04 0001 1100 110R 04 0002 1100 1100 04 0002 1100 1100 RE 0002 1100 1100 RE 0002 1100 1100 RE 0002 1100 1100 RE 0003 1100 1100 RE 0003 1100 1100 RE 0003 1000 1000 RE 0003 1000 1000Choose Save and then choose Back.LE: DeliveriesDefining Delivery TypesUseIn this menu option you define your delivery types which represent the different businesstransactions in shipping.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics Execution → Shipping → Deliveries → Define Delivery Types Menu IMG Logistics Execution  Expedição  Fornecimentos  Definir tipos de remessa Transaction Code 0VLK2. Choose New Entries, then maintain the following data:© SAP AG Page 26 of 226
  27. 27. SAP Best Practices Sales and Distribution (105): Configuration Guide Field Name Description User action and values Notes Delivery type LF Delivery Document cat. J Delivery NR int. assgt 17 No.range.ext 18 ItemNoIncremen 10 t Order required Sales order required Defautl ord. Ty. DL Order Type Sched ItemRequiremen 202 Order t w.indep.item Stor.loc.rule MALA OutputDetProc V10000 TextDetermProc 02 Output Type YBL1 Application V2 Route determin. New route determination with check PartnDetProc LF Distrbtn Mode Distribution at Delivery Screen seq.grp LF Display range All items Field Name Description User action and values Notes Delivery type NL IntPlant Stock Dely Document cat. J Delivery NR int. assgt 17 No.range.ext 18 ItemNoIncremen 10 t Order required Purchase order required Defautl ord. Ty. DL Order Type Sched ItemRequiremen 202 Order t w.indep.item Stor.loc.rule MALA OutputDetProc V10000 TextDetermProc 02 Output Type LD00 Application V2© SAP AG Page 27 of 226
  28. 28. SAP Best Practices Sales and Distribution (105): Configuration Guide Route determin. No new route determination PartnDetProc LF Distrbtn Mode Distribution control by warehouse number Screen seq.grp LF Display range All items3. Choose Save and then choose Back.Assignment of List Profile to Delivery ScenarioUseThis activity will assign a List Profile to a Delivery Creation profile.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics Execution → Shipping → Worklists → Assignment of List Profile to Delivery Scenario Menu IMG Logistics Execution → Expedição → Listas de trabalho → Atribuição dos perfis da lista aos cenários de fornecimento Transaction Code SM30 (Customizing Object V_T186V)2. Choose New Entries.3. Make the following entries: Scenario Description Profile Selection screen Dlv creation name profile 500A Schedule background 5001 5 - Schedule batch jobs 0101 processing without tab4. Choose Save.PricingDefining Condition TablesUseIn this IMG activity, you define price dependencies. You can make prices, surcharges, anddiscounts dependent on almost all the fields in a document. You define these dependenciesusing the condition tables. In a condition table, you define the combination of fields for whichyou can create condition records.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define Condition Tables© SAP AG Page 28 of 226
  29. 29. SAP Best Practices Sales and Distribution (105): Configuration Guide IMG Menu Vendas e distribuição  Funções básicas  Determinação do preço  Controle da determinação de preço  Definir tabelas de condições Transaction Code SM30 (Customizing object VV_T681F_VA)2. If table 830 does not exist on the Choose Activity dialog box, double-click Create condition tables, and go to the next step. If table 830 does exist, double-click Change condition tables.3. In the Table field, enter 830, and choose Enter.4. In the Field Catlg column, locate Sales Organization and double-click it. The field is copied to the Selected fields column.5. Choose Generate.6. Choose Save. Do not perform any other steps in this task.Defining Access SequencesUseThis activity defines access sequences. The access sequence is a search strategy which the SAP System uses to search for condition records valid for a condition type. For example, you can define for a price that the SAP System first searches for a customer-specific price and then for a price list price.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define Access Sequences Menu IMG Vendas e distribuição  Funções básicas  Determinação do preço  Controle da determinação de preço  Definir seqüências de acesso Transaction Code SM34 (with Customizing object VVC_T682_VA)2. Double-click Maintain Access Sequences. Accept the warning dialog box.3. Choose New Entries.4. Enter the following data: Field Name Description User action and values Notes AcSq YB20 Description Sales Organization5. Choose Save and then choose Back.Condition TypesUseThis activity will define condition types. Price elements are represented in the SAP system bycondition types. Price elements can be, for example, prices, surcharges, discounts, taxes or,freight, and are stored in the system in condition records. You can, for example, definewhether a discount is calculated as a percentage or a fixed amount using the condition type.© SAP AG Page 29 of 226
  30. 30. SAP Best Practices Sales and Distribution (105): Configuration GuideYou specify an access sequence in every condition type. Thus, you define which fields theSAP system checks when searching for a valid condition record.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define Condition Types Menu IMG Vendas e distribuição  Funções básicas  Determinação do preço  Controle da determinação de preço  Definir tipos de condição Transaction Code SM30 (Customizing Object VV_T685A_VA)2. On the Choose Activity dialog box, double-click Maintain Condition Types.3. On the Change View “Conditions: Condition Types”: Overview screen, choose New Entries.4. Enter the following data: Field Name Description User action and values Notes Condit.Type YB30 100% discount Access Seq YB20 Cond.class A Calculat.type A Plus/Minus X Manual entries D Item condition Checked Amount/percent Checked Delete Checked Delete fr. DB Do not delete (Set the deletion flag only) Scale Basis B5. Choose Save and then choose Back.Defining and Assigning Pricing ProcedureUseIn this activity, you define the pricing procedure used.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define and Assign Pricing Procedures IMG Menu Vendas e distribuição  Funções básicas  Determinação do preço  Controle da determinação de preço  Definir e atribuir esquemas de cálculo© SAP AG Page 30 of 226
  31. 31. SAP Best Practices Sales and Distribution (105): Configuration Guide Transaction Code SPRO2. In the Choose Activity dialog box, choose Maintain Pricing Procedures.3. On the Change View “Procedures”: Overview screen, select the entry for procedure RVAA01 and choose Copy As…4. Overwrite the procedure name with YBAA01 and choose Enter.5. In the dialog box, choose copy all.6. Choose Save and then choose Back.Defining Pricing Procedure DeterminationUseIn this activity, you define how the pricing procedure is determined.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define and Assign Pricing Procedures Menu IMG Vendas e distribuição  Funções básicas  Determinação do preço  Controle da determinação de preço  Definir e atribuir esquemas de cálculo Transaction Code OVKK2. In the Choose Activity dialog box, choose Define Pricing Procedure Determination.3. On the Change View “Pricing Procedures: Determination in Sales Docs.”: Overview screen, make the following entries: Sales DChl Division DoPr CuPP PriPr. CTyp Org. 1000 10 10 A 1 YBA001 PR00 1000 10 10 A 2 YBA001 PR00 1100 10 10 B 1 YBA001 PR004. Choose Save and then choose Back.Defining Document Pricing ProcedureUseIn this activity, you define the document pricing procedure Z (credit memo).ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define and Assign Pricing Procedures Menu IMG Vendas e distribuição  Funções básicas  Determinação do preço  Controle da determinação de preço  Definir e atribuir esquemas de cálculo© SAP AG Page 31 of 226
  32. 32. SAP Best Practices Sales and Distribution (105): Configuration Guide Transaction Code SPRO / SM30 (Customizing Object V_TVKV)2. In the Choose Activity dialog box, choose Define Document Pricing Procedure.3. On the Change View “Pricing Procedures: Transaction.”: Overview screen, choose New Entries and make the following entries: Document Pricing Procedure Description Y Credit memo M Consignment Issue S Services4. Choose Save and then choose Back.Account DeterminationMaterials: Account Assignment GroupUseThis activity defines account determination dependencies for materials.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Account Assignment Costing → Revenue Account Determination → Check Master Data Relevant for Account Assignment Menu IMG Vendas e distribuição  Funções básicas  Class.contábil/cálculo de custos  Determinação da conta de receita  Verificar dados mestre relevantes para classificação contábil Transaction Code SPRO / OVK52. Double-click Materials: Account Assignment Groups.3. Choose New Entries, then maintain the following data: Account Assignment Group Description 03 Finished Products Y1 Service Provider Y2 Returnable Goods4. Choose Save and then choose Back.Customers: Account Assignment GroupUseThis activity defines account determination dependencies for customers.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options:© SAP AG Page 32 of 226
  33. 33. SAP Best Practices Sales and Distribution (105): Configuration Guide IMG Menu Sales and Distribution → Basic Functions → Account Assignment Costing → Revenue Account Determination → Check Master Data Relevant for Account Assignment Menu IMG Vendas e distribuição  Funções básicas  Class.contábil/cálculo de custos  Determinação da conta de receita  Verificar dados mestre relevantes para classificação contábil Transaction Code OVK82. Double-click: Customers Account Assignment Groups.3. Choose New Entries, then maintain the following data: Account Assignment Group Description 04 Dom.Rev. without CO4. Choose Save and then choose Back.Defining Account Determination ProcedureUseThis activity will define your account determination procedures and allocate them to the billingtypes.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Account Assignment Costing → Revenue Account Determination → Define and Assign Account Determination Procedure Menu IMG Vendas e distribuição  Funções básicas  Class.contábil/cálculo de custos  Determinação da conta de receita  Definir e atribuir esquemas de determinação de contas Transaction Code SM34 (Customizing Object VVC_T683_XX_VC)2. Double-click Define Account Determination Procedure.3. Select the row KOFI00 Account Determination and then double-click Control Data.4. Choose New Entries, then maintain the following data: Step Cntr CTyp Requiremt 10 1 KOFI 10 2 KOFK 25. Choose Save and then choose Back.Default Values for Account Group for Customer CreationUseThis activity will assign default values for account group for a returns customer creation.ProcedureCarry out the following steps:© SAP AG Page 33 of 226
  34. 34. SAP Best Practices Sales and Distribution (105): Configuration Guide1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Purchasing → Vendor Master → Default values for account group for customer creation Menu IMG Administração de materiais  Compras  Mestre fornecedores  Valores propostos para grupo de contas para criação cliente Transaction Code SM30 (Customizing Object V_T077K_W)2. Choose New Entries.3. Make the following entries: Group Default for Cust.Acct.Group KRED 00034. Choose Save.Defining Account KeysUseYou define your account keys in this menu option and allocate them to the condition types inthe pricing procedures.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Account Assignment/Costing → Revenue Account Determination → Define and Assign Account Keys Menu IMG Vendas e distribuição  Funções básicas  Class.contábil/cálculo de custos  Determinação da conta de receita  Definir e atribuir chave de conta Transaction Code SM30 (Customizing Object VV_T687_V1)2. Double-click Define Account Key.3. Choose New Entries, then maintain the following data: Account Key Name YB1 ERS material rel. YB2 ERS customer rel. YB3 provision f. freight YBS Customer discounts YCF Cofins Provision YPS PIS Provision ZDV Returns4. Choose Save and then choose Back.Assigning G/L Accounts© SAP AG Page 34 of 226
  35. 35. SAP Best Practices Sales and Distribution (105): Configuration GuideUseThis activity will allocate G/L accounts for revenue account determination. You have to makethe allocation for every access sequence you have defined beforehand.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution → Basic Functions → Account Assignment/Costing → Revenue Account Determination → Assign G/L Accounts Menu IMG Vendas e distribuição  Funções básicas  Class.contábil/cálculo de custos  Determinação da conta de receita  Atribuir contas do Razão Transaction Code VKOA2. On the Assign G/L Accounts screen, double-click Table 1.3. On the Change View “Cust Grp/MaterialGrp/AcctKey”: Overview screen, choose New Entries.4. Maintain the following data: App CndTy. ChAc SOrg. AAG AAG ActKy G/L acct Provision acc. V KOFI 0050 1000 01 01 ERL 0000311000 V KOFI 0050 1000 01 01 ERS 0000431101 V KOFI 0050 1000 01 01 ZDV 0000321000 0000321000 V KOFI 0050 1000 01 02 ERL 0000312000 V KOFI 0050 1000 01 02 ERS 0000431101 V KOFI 0050 1000 01 02 ZDV 0000321000 0000321000 V KOFI 0050 1000 01 03 ERL 0000311000 V KOFI 0050 1000 01 Y1 BRI 0000323200 V KOFI 0050 1000 01 Y1 ERL 0000312000 V KOFI 0050 1000 01 Y1 ERS 0000431101 V KOFI 0050 1000 01 Y1 WK3 0000323200 V KOFI 0050 1000 01 Y1 YG1 0000431101 V KOFI 0050 1000 02 01 ERL 0000311000 V KOFI 0050 1000 02 01 ZDV 0000321000 0000321000 V KOFI 0050 1000 02 02 ERL 0000311000 V KOFI 0050 1000 02 02 ZDV 0000321000 0000321000 V KOFI 0050 1000 02 03 ERL 0000313000 V KOFI 0050 1000 02 Y1 BRI 0000323200 V KOFI 0050 1000 02 Y1 ERL 0000313000 V KOFI 0050 1000 02 Y1 ERS 0000431101 V KOFI 0050 1000 02 Y1 WK3 0000323200© SAP AG Page 35 of 226

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