Important tables for sap sd

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  • 1. Important Tables for SAP SDSales and Distribution: Table DescriptionCustomers KNA1 General Data KNB1 Customer Master – Co. Code Data (paymentmethod, reconciliation acct) KNB4 Customer Payment History KNB5 Customer Master – Dunning info KNBK Customer Master Bank Data KNKA Customer Master Credit Mgmt. KNKK Customer Master Credit Control Area Data(credit limits) KNVV Sales Area Data (terms, order probability) KNVI Customer Master Tax Indicator KNVP Partner Function key KNVD Output type KNVS Customer Master Ship Data KLPA Customer/Vendor LinkSales Documents VBAKUK VBAK + VBUK VBUK Header Status and Administrative Data VBAK Sales Document - Header Data VBKD Sales Document - Business Data VBUP Item Status VBAP Sales Document - Item Data VBPA Partners VBFA Document Flow VBEP Sales Document Schedule Line VBBE Sales Requirements: Individual RecordsSD Delivery DocumeLIPS Delivery Document item data, includesreferencing PO LIKP Delivery Document Header dataBilling Document VBRK Billing Document Header VBRP Billing Document ItemSD Shipping Unit VEKP Shipping Unit Item (Content) VEPO Shipping Unit HeaderSD Master Records———————————————————Business PartnersXD01/VD01 Create Customer Master CentrallyXD02/VD02 Change Customer Master CentrallyXD04/VD04 Display Changes to the Customer Master CentrallyXD05/VD05 Block or Unblock a Customer
  • 2. OV50 Display of Changes for CustomerV-07/VD01 Create One-Time Customer (Sales)V-08/VD01 Create Payer (Centrally)V-09/VD01 Create Ordering Party (Centrally)Item ProposalVA51 Create Item ProposalVA52 Change Item ProposalConditionsVK11 Create ConditionVK12 Change ConditionVK14 Create Condition with ReferenceSD Sales Process———————————————————Sales InquiryVA11 Create InquiryVA12 Change InquiryVA15 List of InquiriesSales QuotationVA21 Create QuotationVA22 Change QuotationVA25 List of QuotationsSDQ1 Expiring QuotationsSDQ2 Expired QuotationSDQ3 Completed QuotationsV.04 Display Incomplete QuotationsScheduling AgreementVA31 Create Scheduling AgreementVA32 Change Scheduling AgreementVA35 List of Scheduling AgreementsV.05 Display Incomplete Scheduling AgreementsContractsVA41 Create a ContractVA42 Change a ContractVA45 List of ContractsV.06 Display Incomplete ContractsSDV1 Display Expiring ContractsSDV2 Display Expired ContractsSDV3 Display Completed Contracts
  • 3. Sales OrderVA01 Create a Sales OrderVA02 Change a Sales OrderVA05 List of Sales OrdersV.02 Display Incomplete Sales Orders (Sales Order Error Log)V.14 Display Blocked OrdersSDO1 Display a List of Orders Within Time PeriodDebit Memo Request ProcessingVA01 Create a Debit Memo RequestVA02 Change a Debit Memo RequestVA05 List of Debit Memo RequestsV.14 Display Blocked Debit Memo RequestsSDO1 Display a List of Orders Within Time PeriodCredit Memo Request ProcessingVA01 Create a Credit Memo RequestVA02 Change a Credit Memo RequestVA05 List of Credit Memo RequestsV.14 Display Blocked Credit Memo RequestsSDO1 Display a List of Orders Within Time PeriodReturnsVA01 Returns OrderVL01N Returns DeliveryVF01 Credit for ReturnsShipping and Transportation———————————————————DeliveryVL01N Create DeliveryVL02N Change Outbound DeliveryVL22 Display Delivery Change DocumentsVL71 Output from DeliveriesVL10A Process Delivery Due ListPickingVL06O Sel. Outbound Deliveries for PickingPost Goods IssueVL06G Deliveries for Goods IssueVL09 Cancel Goods Issue for Delivery NoteVL23 Goods Issue (Background)
  • 4. SD Billing———————————————————VF01 Create Billing DocumentVF02 Change Billing DocumentVF04 Process Billing Due ListVF05 List Billing DocumentsVFX3 Release Billing DocumentsVF31 Output from BillingVF11 Cancel Billing DocumentVKM1 Blocked SD DocumentsVKM2 Released SD DocumentsSales Information System———————————————————MCTA SIS: Customer Analysis – SelectionMCTC SIS: Material Analysis – SelectionMCTE SIS: Sales Org. Analysis – SelectionV/LD Execute Pricing ReportSAP SD Transaction codes ListI found a way to know hidden customizing Tcodes.Before executing customizing task you desire, point it and go to Edit-Display IMGActivity. Then mark activity.Go to T.Code se16 and type in CUS_IMGACH table.Execute.Paste IMG Activity and run.You will see Tcode that belongs to IMG Activity.Where do we maintain "Item Category Usage" at the master level?Spro --> Sales and Distribution --> Sales --> Sales Documents --> Sales Document Item--> Define Item Category UsageItem Category Usage: item category usages which control the usage of an item. Itemcategory usage controls, for example, the system response if during document processingan item does not refer to a material but to a text item. Item category usage can also bemaintained via the item categories
  • 5. In contracts we are creating quantity contract and value contracts in that we onlyput the validity period after validity period that contract will close,but customerwant before one month closing the period system should alert with popup box likethis contract is going to close, for this sales manager can follow up the customer forrenual the contract.Getting a pop-up when the Contract is going to expire is not a Standard SAP thing. Forthis you need to do some programming. Instead of this the Std system has a remindersystem where in the open Contracts and Quotaions are popped up when you about tocreate a sales order.This setting is in the Sales order header ,Goto -- VOV8 --- Quotation and Outline agreement messagesIf you want to have different number range for different sales area where thesettings to be done.Number Rage are use to define what number to be assign to sales document type.Number range can be assign Internal or external.In internal number range system automatically assign a number to sales documentaccording to number range define in system.In External number range user manually assign number to sales document.For Assigning Number Range use T-Code VN01Choose Intervals ---- Define your number rangeTask Specifc SD Transaction Codes 1How to configure tax?Use the following Tcodes:OBQ1 --- CONDITION TABLEOBQ2 --- ACCESSOBQ3 --- TAX PROCEDURE CAL
  • 6. OBBG --- ASSIGN COUNTRY TO TAX PROCOVK3 --- CUSTOMER TAX CATEGORYOVK4 --- MATERIAL TAX CATEGORYOVK1 --- TAX DETERMINATION RULESOVK6 --- ASSIGN DELIVERY PLANTSand thenVK11 to maintain the condition record for the tax rate.I raise a sales order and is getting a error stating that "sales area is not defined".1) At SPRO-->SD-->Sales header-->Assign Sales area to Sales document - Combineyour Sales Organisations, Distribution Channels & Divisons2) At VOPA-->Assign Partner Determination procedure to your Account Group ofCustomer Master you are using.3) At VOPA--> Assign Partner Functions to your Account Group & PartnerDetermination procedureSteps to create a Vendor Master Data at the client level and how do we extend it todifferent company codes?Follow the following steps: 1. Create a vendor account group OBD3 2. Define no. range for vendor account group XKN1 3. Assign number range to Vendor account group OBAS 4. Define tolerance Group for vendor OBA3 5. Create 2 GL accounts FS00 a) Purchases A/c b) S. creditors A/c 6. Create Vendor master data XK01 7. change/block vendor master data XK02/XK05 8. Define document type and no. range OBA7 a) KA b) KG c) KR d) KZ *-- VandnaHow to find the strategy group in sap sd?Menu path for Strategy Group is:Spro --> Production --> Production Planning --> Demand Management --> PlannedIndependent Requirements --> Planning Strategy --> Define Strategy Group.OPPT -- Maintain Starategy Group
  • 7. We can see Strategy Group in Material Master Record - MRP 3 - Planning -- StrategyGroup. 10 - For Make to Order 20 - For Make to StockSAP SD Tips by: JavierThe most frequently used transaction codes are as follows:1. VS00 - Master data2. VC00 - Sales Support3. VA00 - Sales4. VL00 - Shipping5. VT00 - Transportation6. VF00 - BillingOthers as follows:At Configuration:1. VOV8 - Define Sales documents type (header)2. OVAZ - Assigning Sales area to sales documents type3. OVAU - Order reasons4. VOV4 - Assign Item categoreies(Item cat determination)5. VOV6 - Scedule line categories6. OVAL - To assign blocks to relevant sales documents type7. OVLK - Define delivery types8. V/06 - Pricing9. V/08 - Maintain pricing procedure10.OVKP - Pricing proc determination11.V/07 - Access sequenceEnduser:1. Customer Master Creation-VD01 and XD01 (for full inclu company code) VD02 - Change Customer VD03 - Display Customer VD04 - Customer Account Changes VD06 - Flag for Deletion Customer XD01 - Create Customer XD02 - Modify Customer XD03 - Display Customer2. Create Other material ----MM003. VB11- To create material determination condition record
  • 8. 4. CO09- Material availability Overview5. VL01 - Create outbound delivery with ref sales order6. VL04 - Collective processing of delivery7. VA11 - Create Inquiry VA12 - Change Inquiry VA13 - Display InquirySales & DistributionSales order / Quote / Sched Agreement / Contract· VA01 - Create Order· VA02 - Change Order· VA03 - Display Order· VA02 - Sales order change· VA05 - List of sales orders· VA32 - Scheduling agreement change· VA42 - Contract change· VA21 - Create Quotation· VA22 - Change Quotation· VA23 - Display QuotationBilling· VF02 - Change billing document· VF11 - Cancel Billing document· VF04 - Billing due list· FBL5N - Display Customer invoices by line· FBL1N - Display Vendor invoices by lineDelivery· VL02N - Change delivery document· VL04 - Delivery due list· VKM5 - List of deliveries· VL06G - List of outbound deliveries for goods issue· VL06P - List of outbound deliveries for picking· VL09 - Cancel goods issue· VT02N - Change shipment· VT70 - Output for shipmentsGeneral· VKM3, VKM4 - List of sales documents· VKM1 - List of blocked SD documents· VD52 - Material Determination
  • 9. KONV Conditions for Transaction DataKONP Conditions for ItemsLIKP Delivery Header DataLIPS Delivery: Item dataVBAK Sales Document: Header DataVBAP Sales Document: Item DataVBBE Sales Requirements: Individual RecordsVBEH Schedule line historyVBEP Sales Document: Schedule Line DataVBFA Sales Document FlowVBLB Sales document: Release order dataVBLK SD Document: Delivery Note HeaderVBPA Sales Document: PartnerVBRK Billing: Header DataVBRP Billing: Item DataVBUK Sales Document: Header Status and Administrative DataVBUP Sales Document: Item StatusVEKP Handling Unit - Header TableVEPO Packing: Handling Unit Item (Contents)VEPVG Delivery Due IndexTransaction Action:J1I2 - Prepare a sales tax registerJ1I3 - Create outgoing excise invoices in batchesJ1I5 - Update the RG 1 and Part I registersJ1IEX - Incoming Excise Invoices (central transaction)J1IEX_C - Capture an incoming excise invoice (excise clerk)J1IEX_P - Post an incoming excise invoice (excise supervisor)J1IF01 - Create a subcontracting challana
  • 10. J1IF11 - Change a subcontracting challanJ1IF12 - Display a subcontracting challanJ1IF13 - Complete, reverse, or recredit a subcontracting challanJ1IFQ - Reconcile quantities for subcontracting challansJ1IFR - List subcontracting challansJ1IH - Make a CENVAT adjustment postingJ1IIN - Create an outgoing excise invoiceJ1IJ - Assign excise invoices to a delivery for sales from depotsJ1INJV - Adjust withholding tax ItemJ1INREP - Reprint a withholding tax certificate for a vendorJ1IQ - Year-End Income Tax Depreciation ReportJ1IR - Download register dataJ1IS - Process an excise invoice (outgoing) for other movementsJ1IU - Process exemption formsJ1IW - Verify and post an incoming excise invoiceJ1IX - Create an incoming excise invoice (without reference to purchase order)J2I8 - Transfer excise duty to CENVAT accountJ2IU - Remit excise duty fortnightlyJ2I9 - Monthly CENVAT returnJ1IG - Excise invoice entry at depotJ1IGA - Create additional excise entry at depotJ2I5 - Extract data for excise registersJ2I6 - Print excise registersStandard SAP SD ReportsReports in Sales and Distribution modules (LIS-SIS):Sales summary - VC/2Display Customer Hierarchy - VDH2Display Condition record report - V/I6Pricing Report - V/LDCreate Net Price List - V_NLList customer material info - VD59List of sales order - VA05List of Billing documents - VF05Inquiries list - VA15Quotation List - VA25Incomplete Sales orders - V.02Backorders - V.15Outbound Delivery Monitor - VL06oIncomplete delivery - V_UCCustomer Returns-Analysis - MC+ACustomer Analysis- Sales - MC+ECustomer Analysis- Cr. Memo - MC+I
  • 11. Deliveries-Due list - VL04Billing due list - VF04Incomplete Billing documents - MCV9Customer Analysis-Basic List - MCTAMaterial Analysis(SIS) - MCTCSales org analysis - MCTESales org analysis-Invoiced sales - MC+2Material Analysis-Incoming orders - MC(EGeneral- List of Outbound deliveries - VL06fMaterial Returns-Analysis - MC+MMaterial Analysis- Invoiced Sales - MC+QVariant configuration Analysis - MC(BSales org analysis-Incoming orders - MC(ISales org analysis-Returns - MC+YSales office Analysis- Invoiced Sales - MC-ESales office Analysis- Returns - MC-AShipping point Analysis - MC(UShipping point Analysis-Returns - MC-OBlocked orders - V.14Order Within time period - SD01Duplicate Sales orders in period - SDD1Display Delivery Changes - VL22SAP Sales and Distribution Frequently Asked QuestionMaster DataQ: Some materials have been blocked for procurement and production. Even thoughdeletion flag is set for a material/plant level, the order can be still entered ( with awarning message). Is there a way to block such transactions for a material flagged fordeletion?A: Sales Status field in the sales organization view of the material master may be used toblock any transaction for the material.Q: We can define our own exchange rate types and use them instead of the defaultedtypes, M, B and G. How can we overwrite default types in SD?A: Exchange rate gets copied from the customer master record. Exchange rate types areto be maintained for the customer in the sales screen of the customer master record.Shipping
  • 12. Q: The PL00 condition is fine in delivery. But when we try to print to either the screen orprinter, an error V1032 occurs. Why?A: In order to use the Packing list PL00 (packing slip in delivery) you must do Packingin the delivery note (edit->packing)Q: we have to enter a shipping point while creating a delivery. Is it possible to createdelivery without shipping points?A: When you are releasing a sales order, choose Sales document -> Subsequentfunctions-> Create delivery, then the shipping point will be brought in from the salesorder. In all other scenarios you have to key in the shipping point. The above describedscenario will only work if all items on the sales order are to be shipped from the sameshipping point.BillingQ: SAP allows a non-inventory item and an inventory item to be in the same documenttill delivery but splits at the time of creation of billing document. Can we combine a non-inventory item with an inventory item in one invoice? Can we treat it as a value item insales order so that it is priced and then make it as a text item in delivery documents sothat it appears in the same invoice and does not split?A1: Make the non-stock material deliverable, but not pickable. Both items will carry intothe delivery, and therefore appear on the same invoice.A2: Change the copy rule for orders->invoices and deliveries->invoices to specify thatinvoice combination is permitted. However note that for system to create combinedinvoices, PO number, payment terms, sales organization, and distribution channel mustbe identical. Else undesirable combinations may be created by the system.Pricing ConditionsQ: It is impossible to price at the material level (matnr) , when a material has a pricingreference (mvke-pmatn) set up against it in the master data. Pricing always look for thepref, even if a price is set up against the material and not the pref. How can we price bymaterial and pref?A: The field used to look up at the price is defined in Access sequence. You may find astep with PMATN as material number. If you insert a step with MATNR then the systemwill first look for the material, if not found (use the exclusion tick box) it will look for thepref.
  • 13. CustomizingQ: We generated a new condition table. Assigned the condition to access sequence.Created a condition record. Access sequence is assigned to the output type. But when wecreate a billing document, output screen comes up blank for the output type. When welook up Determination Analysis, we get an error "Note 524 Access not made (InitializedField)". What else is required to be done?A: Assign output determination procedure to the header of the document and the outputtype.Q: How can we set up to have the VAT# be accepted in the Ship-To Master File DataControl screen?A: IMG->Fin. Acct.->AR and AP ->Customer acct->Master Record -> Prepare to CreateCustomer-> Define Acct. Group.Q: We want to explode Bill of Material automatically at time of Order entry and explodean Equipment BOM in the sales order. What are the setting required?A: Use an item category that is configured for bills of material for having a sales BOM toexplode automatically.Standard SAP item categories are :TAQ - Pricing and inventory control take place at the BOM header levelTAP - Pricing and inventory control take place at the BOM item levelThese can be automatically derived using the item category groups ERLA and LUMF,respectively.Q: How can we make the Customer Group 1 (or 2, 3, 4, 5) a mandatory field?A: Logistic General-> Logistics Basic Data: Business Partners -> Customers -> Control-> Define account groups and field selection for customerChoose Customer Acct. GR. (double-click). -> Field Status: Sales data (double click) ->sales (double click) .Check the radio button against Customer Gr as REQ. ENTRY. Savethe settings to make customer GR entry mandatory .Q: Is there an user exit to copy the data into planning table?A: Use user exit MCP20001 and include ZXSOPU01.OthersQ: We get a report screen: "Goods issue: Problem Log" during the delivery process whenactivating Post Goods Issue button. We want to include our own error message to this listif the selected batch is not on a customer defined table. What is the best way?A: Try User exit - USEREXIT_SAVE_DOCUMENT_PREPARE
  • 14. Link Between SAP SD, MM & FI1. In SAP you will always get integration with other modules. SD will interact with FI,MM will interact with SD :-1a. Looking at MM and SD interaction first, take the scenario of a third party orderprocess. This process uses a purchase order (which is sent to your vendor). Also invoiceverification is used further along the process to check that the invoice you send to yourcustomer is the same material and quantity as that which the vendor sends to you (butobviously shippeddirectly to your customer).1b. Billing is an SD function. But SAP needs to know, when processing a customerspayment, to which GL account the payment has to be processed. For instance payment ofa UK based material would be placed in a different GL account to that of a non-UK basedmaterial. Furthermore, a UK based customer may have a different GL account to that ofan Export customer. This is configured in Account Determination.2. ABAPers are there to essential do some bespoke development. Your integration, orinteraction, with them would be when specifying the tables, fields, input fields, a simpleprocess explanation, data mapping (if doing an interface from one system to another)etc. *-- ShaheeThe link between SD and MM :-1. When you create sales order in SD, all the details of the items are copied from Materialmaster of MM.2. MRP and availibility check related data is also taken from MM although you controlthis data in SD also.3. While you create inbound/outbound delivery with reference to a sales order,theshipping point determination takes place with the help of the loading group, plant data,shipping conditions etc. This also refers to Material Master.4. The material which you are entering in a sales order must be extended to the sales areaof your sales order/customer otherwise you cannot transact with this material.There are many such links between SD and MM.Now the link between SD and FI :-
  • 15. 1. Whenever you create a delivery with reference to a sales order, goods movement takesplace in the bacgground. eg. In case of standard sales order, you create an outboundgoods delivery to the customer.Here movement 601 takes place. This movement is configured in MM. Also, thismovement hits some G/L account in FI. Every such movement of good s hits some G/Laccount.2. The accounts posting in FI is done with reference to the billing documents (invoice,debit note, credit note etc) created in SD. Thus this is a link between SD and FI3. Tax determination: In case of a tax determination also, there is a direct link betweenSD and MMSD Integration points with other modulesSD module is highly integrated with the other modules in SAP.Sales Order –Integration Points Module•Availability Check - MM•Credit Check - FI•Costing - CO/ MM•Tax Determination - FI•Transfer of Requirements - PP/ MMDelivery & Goods Issue –Integration Points Module•Availability Check - MM•Credit Check - FI•Reduces stock - MM•Reduces Inventory $ - FI/ CO•Requirement Eliminated - PP/ MMBilling -Integration Points Module•Debit A/R - FI/ CO•Credit Revenue - FI/ CO•Updates G/ L - FI/ CO (Tax, discounts, surcharges, etc.)•Milestone Billing - PSReturn Delivery & Credit Memo -Integration Points Module•Increases Inventory - MM•Updates G/ L - FI•Credit Memo - FI•Adjustment to A/R - FI•Reduces Revenue - FITips by: SubhaSD Transaction Code Flow:
  • 16. Inquiry / Document type INTcode for creation VA11,VA12,VA13. tables VBAK,VBAPQuotation / QTTcode for creation VA21,VA22,VA23. tables VBAK,VBAPPurchase Order POTcode for creation ME21,ME22,ME23. tables EKKO,EKPO.Sales Order ORTcode for creation VA01,VA02,VA03. tables VBAK,VBAPDelivery LFTcode for creation VL01,VL02,VL03. tables LIKP,LIPSBilling MNTcode for creation VF01,VF02,VF03. tables VBRK,VBRPTo create a sales order we need purchase order number and custmer number. Before that,to create a purchase order we need to have material no, vendor no.To create vendor tcode isxk01(create), xk02(change) , xk03(display)Tables are lfa1.To create custmer tcode is xd01, xd02, xd03.Table is kna1.After creating sales order using this no we can create delivery note tcode is vl01.Why Do We Assign Division to Sales OrganisationIn SAP, why do we assign division to Sales organisation not to distribution channel? In SAP Business Process Sales Area= Sales Org.+Dist.Channel+Division. Its Triangular intraction Sales organization / / Dist.Channel<----------------->Division
  • 17. Sales Org controls Distribution Channel and DivisionDistribution Channel: The channel that is choosen the organization to make their productreach the end customer.(Network)Division: Ex: HLL--------> Detergents, Out of Home,Food Products,Health CareSectors/Departments TATA Motars: Trucks/Bus,Cars,Heavy Vechiles Etc...Please note it is not: Sales organization | | Dist.Channel | | DivisionDivision is an Oragaizational Unit.The Division in the Material Master is not an Organizational Unit that can be used tomaintain related fields. It is a field which is used to uniquely assign a material to aDivision.How To Do Master Record Mass MaintenanceWhich master records mass maintenance can be done?What do you mean by mass maintenance?Mass maintainance in MM-1. Mass Maintainance means to change a master data or transactional data in mass2. SAP has provided Mass Maintainance for many objectsExamples:Material masters, BOMs, Routings, Workcenters in PPIn MM --> Inforecords, PO,s Preqs etcTo do master record mass maintenance
  • 18. You can use tcode MASS and then select your Object type or there is few specific massmaint. Tcode is available like for PO = MEMASSPO etc. but you can use MASS also forthat you need to select the object type for POTips for mass modification:Use object type BUS1001 and generate. Then you have to know the tables where the fieldyou want to modify is. Pick the fields in their folder and generate again. Then inselection pick the materials or use other selection criteria. Generate again.In the upper side of the screen insert the data and click the button carry out a masschange.Save and leave.Master records mass maintenance can be done:Material master, info record, vendor, PO, PR, etc.What do you mean by mass maintenance?MASS maintenance means - suppose you want to change prticaulr field of material for allthe mateirl of certian plant or all the plant you can do using mass like wise for certian POvalue if you want to cahnge you can use mass.There a lot of transactions for specific mass changes. MASS is also one of thetransactions among them.- Mass Change in material master. MM17- Mass change in BOM. CS20- Mass change in work center. CA85- Mass change in Reference opn set. CA95- Mass change in PRT. CA75- SU10 Mass changes to User Master.- SU12 Mass Changes to User Master Records.- CO44 Mass processing of orders.- F.80 Mass reversal of documents.- FOFO Mass release.- FOVX Mass processing of offers.- IMAM Mass maintenance of approp.requests.- KE55 Mass Maintenance PrCtr Master Data.- XD99 Customer master mass maintenance.- XK99 Mass maintenance, vendor master.
  • 19. Serial Number Management In SAP SDBy: RobI am following the below step: 1. Serial number profile is created. 2. Assigned sales order procedure (SDAU) and delivery proceedure to serialnumber (SDLS). 3. Profile is assigned in material master record 4. Assume there is a stock of 10 quantity without serial number (you can do 561 forinitial stock posting ) 5. IQ01 created serial number for all the 10 stock. 6. VA01 created sales order for one quantiy 7. Assigned one serial number for this material 8. Sales order is saved and delivery and PGI is done for the same serial number andmaterial 9. MMBE stock is reduced with one quantity10. MB51 if check the material document in serial number TAB i can see a messagethat "The material is managed in serial numbers"So now my question is why I cant see serial number in material document? Howcan able to see that? what is the configuration required?Whatever settings you have maintained is correct. I shall share as to what happens in ourbusiness process.VA01- Sales orderVl03 - DeliveryLT03- Transfer OrderAfter transfer order there is a transaction used ZL02 where in the delivery number isentered and on executing, a screen pops up asking for the serial number. Here we enterthe serial number maintained for the material and is got from MMBE. And the serialnumber is captured for the material.Pls check for the serial numbers in MMBE and I suppose a program needs to be createdby an ABAPer for the serial number to be fetched and a transaction to becreated and associated with the program.I need Serial Number Profile tables as soon as possible.T377P - Serial Number Management ProfilesT377P_T Texts for Serial Number Management Profiles
  • 20. T377X Documents Allowed for Serial Number ManagementT377X_T Texts for Serial Number Management DocumentsT5KSN ROE Serial NumberSERI Serial NumbersEQBS Serial Number Stock SegmentEQSE Serial Number RecordsIQ09 - Check Material Serial NoIn outbound delivery, post goods issue failed because of serial number, but thisserial number was not assigned to any other material.Check the serial number and material with IQ03. Serial number is material specific.When I looked at the IQ03, for the serial no "#162559019S.", I realized that thestatus is still remain as EDEL and ESTO.Supposingly, the status should only has ESTO. Is there a way to remove the status"EDEL"?Go to IQ02, do the following steps:1. Go to edit -> Special serial number function -> manual transaction2. Choose "to stock"The status should be ESTO now. Try it.EDEL status shows that it is assigned to a delivery. Change it by going into IQ02 --> Edit--> Sp.Serial number Functions --> Manual Transaction and make it to stockIf the serial number has status EDEL ESTO that means the serial number is assigned tothe Delivery, reversal PGI has not been completely performed.Once you do that then only this will come as ESTO.Please check your SD document flow if all the documents have been reversed.Click the Status of Serial Number Master record. - ESTO status In the warehouse. means .. open.. - EDEL (Assigned in delivery note). According to this status, transaction Goods issues is not allowed. - ECUS At customer site
  • 21. Sales Office Address, Change and AssignmentSAP Functional ==> SD In SAP Where to change the ADRNR field for a particular sales office?SPRO --> Enterprise Structure --> Definition --> Sales & Distribution --> Sales Office--> Define Sales Office. Here go to the address & change the address & the new addresswill reflect in the output.Table in which sales office data is stored.In which table name address of the sales office (SD ) is stored. Also tell in whichtable, description of the sales office is stored.table TVBUR-vkbur is the sales officetable tvbur it contains a field called address number. ADRNRtake that field(ADRNR) and compare with table table ADRC you will find name, description, address and all other data.table TVKBT -- description of sales office.Assignment of Single sales office to multiple sales organizations.We have a scenario where we need to Assign single sales office to multiple salesorganizations in CRM. When I am trying to assign sales office to more than onesales organization 1st assignment between Sales office and Sales Org is gettingdeleted, and only the 2nd assignment is available.At sales office level in Function tab, it is showing only the assigned salesOrganization (only one sales org), how to assign one more sales org to this salesoffice here.The assignments are on the lower node. Which means you will go to Sales office, go tofunction TAB and assign multiple sales organizations there.In the change form click New entry and assign the new sales organization anddistribution channela and division combination.You can assign as many combinations as needed here.
  • 22. 1. There are 2 version in CRM Org Model.a) SBIV (Standard Backend Integration Version)b) EBIV (Enhanced Backend Integration Version)2. EBIV is used to handle multiple assignments in CRM system.3. As you know we have 3 Org Units as far as Sales is concerned i.e. Sales Org, SalesOffice, Sales Group.4. In R/3 there is a standard way to maintain multiple assignments among these org units.Ex: Sales Group X works (assigned) for 2 Sales Offices North and Southsimultaneously.5. But in CRM this assignment is not as common as in R/3 and is not supported thruSBIV.6. If you would like to have these multiple assignments made in R/3 available in CRM aswell you may want to go thru EBIV.7. Once you run EBIV you cannot go back to SBIV.8. In EBIV divisions and distribution channels can only be assigned tosales units (sales organizations, sales offices, and sales groups). Ifthey are assigned to any other neutral Org Units (Org Units without anyOrg Attributes), those assignments would be deleted once you shift fromSBIV to EBIV.What are the steps to create a sales order?To create a standard sales order, proceed as follows:In the initial screen, choose Logistics - Sales and distribution - Sales. Choose Order -Create (VA01).Enter the order type and, if necessary, the organizational data.The values for sales organization, for distribution channel and the division are usuallyproposed from user-defined parameters. Entries for the sales office and the sales groupare optional.
  • 23. The sales areas (sales organization, distribution channel, division) are derived from thesold-to or ship-to parties. This means that you do not have to enter the sales area whenyou create a sales document.If you do not specify a sales area in the initial screen, the system uses the sold-to or ship-to parties, which you entered in the overview screen, to derive the sales area.If there are several sales areas for that particular sold-to or ship-to party, you can choosethe right sales area in the following dialog box.The system then copies the selected sales area into the entry screen. Choose Enter.Enter the following data:- Sold-to party or ship-to partyIf you only enter a ship-to party, the system uses this to determine the sold-to party and ifnecessary, the sales area. If there are several sold-to parties or sales areas for one ship-toparty, a dialog box appears where you can choose the one you require.An error message appears in the status bar to inform you if the system is not able todetermine a sold-to party. If you enter a sold-to party that is also a unique ship-to party,the system automatically copies it as such and informs you in the status bar.- Customer purchase order number- Material numbers- Order quantities for the materials- Choose Enter.If, for example, you defined several unloading points or several ship-to parties in thecustomer master record of the sold-to party, the system displays the alternatives in adialog box. The system can display alternatives for any or all of the following data: –- Unloading point- Ship-to party- Payer- Bill-to partySelect the valid data from these proposals by positioning the cursor on the line andchoosing Choose.As soon as you have selected this data, the material data that you have entered isdisplayed.If the system carries out an availability check and finds that there is insufficient stock foran order item to be delivered on the requested date, it displays a screen on which you canchoose between several delivery proposals. You can find more information about this in
  • 24. Reactions to the Availability Check in Sales Documents. If you want to enter further datafor the header or items, choose the corresponding menu entry. If you want to change datafor the items, select the items before you choose a menu entry. Enter all necessary data.Save your document.Duplicate customer purchase orderIf you are facing a problem with duplicate customer purchase order as your companydoes not allowed a same customer purchase order with the same sales order type.You can activated the check for duplicate purchase order with "VOV8".In the General Control Section, look for the field Check Purchase Order No and putDefault First Date is not TodayWhen end user created a new sales order with VA01, default First Date wasnttoday, why?Note:1. Before today, default First Date was always today.2. Nobody change system configuration.Although you mention that nobody change the system configuration, it is very unlikelythat the system will mis-behaved after one day.Usually, after checking, you will find that someone have actually change theconfiguration as it could not be a software bug since you have been using it for quitesometime without any problems.The date is control by each Sales Order Type for each Sales Document type whether is ita- OR - Standard Order,- RE - Returns etc.Verify the Sales order type configuration with the following path:IMG: Sales and Distribution --> Sales --> Sales Docs --> Sales Doc Hdr --> Define SalesDoc Types (transaction vov8) will let you control this by sales document type.
  • 25. There is one field (Lead time in days) which "specify the number of days after the currentdate that the proposal for the requested delivery date in the sales document should be".This should be blank if you want the system to propose current day for delivery date.SAP SD User Ticket:Confirm quantity date is next day. I have created a sales order for 6 Tons.I have astock of 10 Tons which is not reserved for any Sales order. I mean it is unrestrictedstock. After creating sales order system should show as Doc date for confirmingquantity for dispatch but it is showing the next day in the schedule line. What couldbe the reason?The reason could be there should be processing times configured in the systemlike..pick/pack times, transit time. Please check the shipping point and also the route fordifferent lead times.The other possibility could be holidays.First check what the requested delivery date you have put in the order. Next check thelead times, for that you can go to the schedule line of the item and click on theProcurement tab.Check in OVLZ ---> In Pick/pack time wrkdys, any value is maintained there. Forexample, if 5 is given in this field, even if stock is available on the same day of ordercreation, system will allow to do PGI only after 5 days from the date of order created.Also go to VOV8, select your sale order type and check the Field "Lead Time in Days".Im using service material in my sales order and I need the schedule line to confirmthe quantity always in the actual day (not depending on the delivery date).T. Code: VOV8Select your Sales Doc. type and Double-Click.In Tab: Shipping,Check Box: Immediate Delivery (press F1 to read more about this functionality).Note: There are few more settings that you may check:1. T. Code: OVLZ
  • 26. Field: Pick/pack time wrkdys whether you have maintained any value. It should havebeen blank2. T. Code: VOV8Check how many days mentioned in Lead time in Days. If it is mentioned any days,remove it.3. T. Code: OVZ9Checked the Box: Check without RLT .4. Check in material master MRP2 view how many days are maintained for the fields In-House production and GR Processing Time.Auto proposed all the dates when creating Sales OrderHow can I make the system auto create all the Sales Order date during creation?Each Sales Order can have different date proposal settings.Follows this step to set the default Sales Order Type proposal date:- Goto VOV8, double click on sales order type.- Look and tick the fields Propose delivery date and Propose PO date.After making the necessary IMG changes, you need to input the Delivery Plant field foreach Materials that you want the system to propose the default date.To change the Materials field Delivery Plant:Goto MM02, Select the View Sales: Sales Org. Data 1 and fill in the Delivery Plant.Testing:Now, try creating a new sales order for the material and SAP will auto proposed all thedates in the sales order.Define whether the Material can be used at which Sales and Distributionprocess
  • 27. Here you define how the system responds when entering a sales and distributiondocumentwith this material in the differenet Sales and Distribution Process Flow..You can use the material status, for example, to prevent orders from being entered forparts to be discontinued.ORTo temporary block the creation of Sales Order for a certain materials.Set the material status parameters in transaction SM30, Table Views V_TVMS.Click Maintain and double click into the Materials Status code.You can set three types of reponse for each Sales and Distribution process :-1. no dialog2. warning when entering the document3. error message (that is, the sales and distribution document cannot be entered on the basis of the material status)Assign a Cost Center manually in a Sales Order(VBAK-KOSTL)The Cost Center Determination settings is in OVF3 - but there are some cases where theCost Center must be exceptionally changed.If the document category for order type in IMG VOV8 is defined to be "I" which belongto order type FD - Deliv.Free of Charge, then the field cost center is active for inputduring transaction VA01.Alternatively, you can specify an order reason and assign a cost center to an orderreason.However the standard SAP works only at the header level though, so it would not work ifcost center is needed on the line item.The cost center are assign for such business transactions as :
  • 28. - Free deliveries- Returns- Deliveries of advertising materialsYou can also make cost center allocation dependent on the order reason, for example:Order reason: Damage in transitOrder reason: Free sampleBoth the IMG settings are done in transaction OVF3, either with/without the orderreason.Sales and Distribution - Transfer ofRequirementsThe MRP department is informed about the quantities and deadlines bywhich incoming ordersshould be delivered. The system checks the availability of the goodsbased on the requesteddelivery date of the customer and creates MRP records which contain allnecessary informationfor passing on to planning. It ensures that the goods are available intime for the delivery.Materials planning transfers the reported requirements and createsorders or purchaserequisitions from them etc.For controlling transfer of requirements, you have to carry out thefollowing steps:1. Each requirement type has to be allocated to one requirement classonly.2. The transfer of requirements must be switched on at requirementsclass level, the sales documents at schedule line level.3. You must define a check group. It is possible to have this checkgroup proposed for the initial creation of a material master record.4. Note that a plant must exist for transfer of requirements to becarried out at document item level.OVZG - Requirement classIt specifies the following points:- whether an availability check and a transfer of requirements iscarried out for a transaction (for sales documents, fine tuning using the schedule linecategory is possible),
  • 29. - whether the requirements are relevant for MRP,- the allocation indicator from the sales view which controls thesettlement of customer requirements with requirements- whether an item is to be settled to an auxiliary account assignment,- the settlement profile,- the results analysis key.(Use transaction SM30 for V_* configuration)OVZH - Requirements typeV_TVEPZ_V - Assignment of requirement type to TransactionV_TVEP_V - Schedule line categoryOVZ2 - Define Checking GroupV_TMVFU - Define the checking group that the system proposes when youcreate a new material master record. You can overwrite the default value for thechecking group in the material master record.Explain transfer of requirement? How it works and how to configure?It specifies the following points:1. Whether an availability check and a transfer of requirements is carried out for atransaction (for sales documents, fine tuning using the schedule line category is possible),2. Whether the requirements are relevant for MRP,3. The allocation indicator from the sales view which controls the settlement of customerrequirements with requirements,4. Whether an item is to be settled to an auxiliary account assignment,5. The settlement profile,6. The results analysis key.When a sales order is raised, then the system check for availability of goods. If theavailability of goods is not there, then the system creates a TOR for the supply of goodsto PP. Then PP can do procure or produce the goods. This can be configured by creatingrequirement class and requirement type and in the corresponding schedule line categoryrequirement had to be checked.The MRP department is informed about the quantities and deadlines by which incomingorders should be delivered. The system checks the availability of the goods based on the
  • 30. requested delivery date of the customer and creates MRP records which contain allnecessary information for passing on to planning. It ensures that the goods are availablein time for the delivery.Materials planning transfers the reported requirements and creates orders or purchaserequisitions from them etc.The following sections on the transfer of requirements describe how to control thetransfer of requirements.The transfer of requirements is basically dependent upon the following factors:- requirements type- requirement class- check group- schedule line categoryThe transfer of requirements is controlled globally using the requirements class which isderived from the requirements type for all sales document types.For the sales document types, fine tuning is also possible at schedule line level. This finetuning is described in the section "Defining the procedure for each schedule linecategory".Note that the requirements classes are also used in production so you should coordinateany changes to the requirements classes with production. The requirements type and,eventually, requirements class are determined in the strategy group so all changes madethere should also be coordinated with production.For performing transfer of requirements, you have to carry out the following steps:1. Each requirement type has to be allocated to one requirement class only.2. The transfer of requirements must be switched on at requirements class level, the salesdocuments at schedule line level.3. You must define a check group. It is possible to have this check group proposed for theinitial creation of a material master record.4. Note that a plant must exist for transfer of requirements to be carried out at documentitem level.
  • 31. Requirements transferred to planning are further processed in the module MM. You must,therefore, coordinate the transfer of requirements with the module MM.Define Tax Determination RulesYou specify the valid tax types in transaction OVK1. More than one tax type can bedefined for a country by defining the sequence.The SAP System determines the taxes automatically within pricing.In the standard SAP R/3 System, the elements of tax calculation are predefined (forexample, tax condition type "MWST" for taxes on sales and purchases).Assign the plant for Tax Determination in OX10, using the country key, the SAP Systemrecognizes which tax type is valid for a plant and thus which taxes are relevant whencreating an SD document.Define the Customer Taxes in OVK3, you will maintain the tax code in CustomerMaster.Define the Material Taxes in OVK4, which will then be maintain in Material Master.For example :-MWST GST 0 Tax ExemptMWST GST 1 Liable for TaxesNow, you define the Tax Determination in VK12.VK12 - Domestic Taxes/Export TaxesCondition Type MWSTCustomer Taxes Material Taxes Rate Taxes 0 0 0% 0 1 0% 1 0 0% 1 1 9%In this example, if both the Customer Master and Material Master Tax code is 1, Tax willbe included when you create the Sales Order.Tax Code in Customer Master / Sales Order
  • 32. How can we maintain the Tax Code (Tax code - which we maintain in MWSTCondtion Records) in Customer Master or in Sales Order?There are few points which I would like to remind you:1) MWST is a tax condition which is applied to customer to whom we are selling. Therate of tax is depend on various parameteres, whether is fully liable for tax or expemted(in case of Defence Customer)2) There are few parameteres which we apply tax condition. Whether customer is taxliable? Whether material is tax exempted?For example, if you are selling a goods which are free for tax to any customer, put theTax Indicator (at MMR as 0). If yourmaterial is tax liable pur the Tax Indicator (at MMR as 1). If your customer is not liablefor tax at all (like the case of IndianDefence organisations) put the Tax Indicator (at CMR as 0) or 1 in case fully tax liable.3) Now, at VK11 you need to mainatain your pricning conditions with all thecombinations like:101101004) While maintaining your Material Master Records or Cusotmer Master Records, youmust identify, which are tax liable and which are tax exempeted.5) In anycase, as a SAP standard Best Practises, while processing a sales order, you mustretrieve a Tax condition record from SAP database only and not entered Manually.Accordingly, at V/06, the MWST condition Defintions, the field for Manual Entries, itwould be marked as - D (Not possible to process Manually).Due to this setting, normally, you cannot maintain Condition tax code during sales orderprocessing. And in Cusotmer Master, you can only maintain Tax Indicator and not TaxCode.6) In case your client insists for Manual entry of Tax code during Sales Order processing,you can change the field at point 5) above to C-Manual entry is priority instead of D.Taxation Explain with an exampleIm assuming that, the country is India and based on its requirement:
  • 33. Sales tax is a state government revenue. There are two types of sales taxes, Local salestax & central sales tax. Local sales tax is intra state whereas CST is inter state.Example of LST : Point of sale i.e. delivering plant & ship to party are within the samestate. The rates are defined by the respective state governments.Example of CST : The Delivering plant & Ship to party geographic locations are 2different states. At the point of sales from one state, the ST goes to that state govt. &consignment is despatched to the Ship to party. Once that consignment is received at theship to party state, sales tax will be levied once the sales is registered there. For this case,the LST that is applicable by the Ship to party further will not be applicable in allprobability to be captured in SAP.Stock transfer : This does not attract any sales tax. The consignment is transferred fromone D plant to another D plant irrespective of inter/intra state sales. The invoice that isaccompanied with the consignment thus shall not have any final value. Its a zero valueinvoice, but the basic prices needed to be mentioned.The selling organisations normally needs to register with the sales tax authority of therespective state to have a warehouse or D plant to avoid the double taxation for theirdealers/distributors.Now, the pricing procedure that is there in 4.7 is Factory sale with formula-JFACT, inwhich the CST condition type is JIN1 & the LST is probably JIN2. There may besurcharge cond types as well which will calculate the amount on either JIN1 or JIN2.For config :1.SPRO > S&D > Basic fn. > Pricing > Pricing control > Define & assign Pric. procedure> Maintain Pric proc.2. The tax rates are normally driven from the Tax classification of Customer & Materialaccess. To do this config, S&D >Basic fn. > Taxes. You need to include the conditiontype for country IN in Define tax determin rule.3. Same path : But go to Tax relevancy of master records where you configure thecondition type & options of rates that will flow to these masters. One needs to understandhere properly as u need to have unique combinations for picking the sales tax rates. I willtry to demonstrate the smallest example. Lets say, the LST rates are 2%,4% & 0%. I willhave two options for material master here. 1 for taxable & 2 for not taxable.For customer master, I will have 1-LST 2%, 2-LST4% & 3-LST0%. When I createmaster records for LST thru VK11 for JIN2, I will chose the access where thecombinations of customer & material tax classifications are available. If this access doesnot exist create it under an access sequence. But normally this is standard. The conditionrecords will look like,
  • 34. Cust-Tax classi. Material tax claasi. Rate Tax code 1 1 2% A1 2 1 4% A1 3 1 0% A1Remember, rates are flown from the tax codes. Tax codes can be created thru T codeFTXP. This is normally a FI jobSAP SD: Scheduling Agreement Vs ContractA schedule agreement contains details of a delivery schedule but a contract just containsquantity and price information and no details of specific delivery datesWhats the difference between schedulling agreement with normal order?Whats the condition for us to choose schedule line or order?Both of them contains schedule line, price, quantity.There are a couple major differences:(1) - Schedule agreements allow you to have 2 different sets of schedule lines (VBEP-ABART). Standard SAP you should have two sets of tabs - of schedule lines. OneForecast & the other JIT. Forecast forwards the schedule lines to planning (seen inMD04) and JIT passes them to shipping (VL10). They can be identical or different.Typically these are used for component supplier customers (namely Automotive). Thecustomer will provide you 4-10 weekly buckets (usually aMonday date) of future forecast qtys. Also send you 1-2 weeks of individual FIRM shipdates - which are entered on the JIT. It comes down to the customer not knowing exactlywhat they need next week, but they dont want to suprise you with a large order qty,where your lead times are 5+ days. The forecasted qtys they sent last week shouldaccount for this.(2) Cumulative Quantities are tracked and influence how the schedule agreement passesrequirements to both forecasting and shipping. These qtys are sometimes requested by thecustomer on ASNs. Cumulative qtys reset at year end unless youve got a customercalendar or youve modified standard SAP userexits to not reset.Schedule agreements are very nice when the customer sends EDI data (830s = forecast or862s = JITs). Outside of that they can really cause trouble regarding daily maintenance,missing requirements, cum qty corrections, year end processing, etc.One alternative would be to use customer independent requirements - entering theweekly, monthly forecasting qtys and entering standard sales orders (with or withoutmultiple schedule lines) to represent the true firm qtys.
  • 35. Sales Order Mass ChangeI am a SAP SD consultant and recently faced with two new terms, mass orderchange and ALV , I also need to know about the transaction code.There is transaction MASS which can be used to carry out mass changes in the salesorder and other objects.Mass Maintenance: (Use to change multiple fields in multiple documents at the sametime). I have done mass change for customers; and orders should work the same way too.1) Try t-code [MASS] and select sales orders & execute2) Choose the table or tables for your selection criteria and also for fields you want tochange.Then execute. (suppose your selection criteria fields are from "sales order header data"table and the field you want to change, is in "item data" table)3) Put in the sales documents(21000000, 21000001) you want to change and also theitems(10) you want to change.- click on " choose selection fields" button- From the Pool, move the fields you want to the "select fields" using arrows.4)From mass maintenace menu, click on "Enter new field values"-click on "sales order item data" tab and choose the field you want to change.(for example. I want to change plant for item 10)-enter the new value (of the plant to be)-click on "Adopt" and execute5)In "sales order item data" tab, you see the new value of the plant you entered at the topand the old values of item 10 are below.-click on "change field values" button. you see all the old values are changed to newvalues.-saveNote: it will take some time depending on how many records you have.Check: Go to [SM37] and see the status of the job you are running and once finished,export the spool file to a spreadsheet.Before you do mass maintenance, go to the particular table in [se16] and get the results.Then do the mass maintenance and compare the results with this one. If they match, thenyou are good to go.Note: If you have any user exits that affect the results, ask them to deactivate theMODCHECKS still you are done with mass maintenance & activate them again.
  • 36. Is there a way to change the billing date on a ton of sales orders with same oldbilling date to a same new billing date?This can be done using the mass transaction:Transaction: MASSObject Type: BUS2032Tables: SD Document: Business item dataSel Field: Billing Date (MASSSDHE and MASSSDPO)- Or you can just select by document numbers (May be more efficient)Execute - List will be provide for changesSel Chg Fld: Billing DateSet new billing date value in the New Values fieldClick on lower billing date columnClick on Carry out a Mass Change buttonClick on Save buttonSuggestion is to test this on a few orders in your development system to get a feel on howthis works before applying this to any production data. MASS is a very powerful tool.I have 100000 sales orders whith an incorrect price and I would like to do a massivecondition update with pricing type "B" (Carry out new pricing). Is there atransaction or program for this?Go to VA05 execute the report. Select all sales orders you want to update the price, Go tothe Menu EDIT --> MASS Change ---> New Pricing. System will display all the re-pricing options. Select B. It will re-price all the sales orders.You can try for one or two order initially check the results and if it is OK, then you cando for othersRelease strategy for Sales orderIs it possible to have release strategy for sales order?Satish C JhaAs such SAP standard does not provide release strategy for sales orders similar topurchase orders. However this requirement of your can be satisfied throughauthorisation profiles; what I mean to say is that the sale order to be kept incomplete bythe person who does not have the required authorisation & the person with properauthorisation will completeit for further processing. This is only one way of meeting your requirement.Balraj G Saigal
  • 37. In order to emulate a release strategy similar to purchase orders you can use the statusprofile in sales documents (BS02). IMG-Sales and distribution-Sales-Sales documents-Define and assign status profile.How to do rebate processingRebates Processs in SAP is divided into three components1) Configuring Rebates2) Setting Up Rebates3) Managing rebate agreeeements and paymentsPre-requsiistes- Check the following:1.The payer partner needs toi have the rebate field checked in the customer master on thesales area-billing doc tab.2.The Billing type must be marked as relevant for rebates.3.The Sales Organisation must be marked as relevant for rebates.Condition Technique :Rebates, use the condition technique, but distinguish themselves from pricing in applyingto transactions over time, versus on a transaction basis. Rebates have their wn fieldcatalog and their own condition table naming convention.So you could have twocondition table "001" one for pricing and one for rebates, which could have different keyfields. You need to use the technical names A001 For pricing and KOTe001 for rebateswhen you use the query type using transaction SE 16..Use create access sequence (AS). Enter 1 in field category for rebate specific. AS aftergoing thru the right path of maintaining access sequence for rebates.The big difference between the rebate and the pricing access sequence is that there is noexclsuion flag available for rebate related AS. This means multiple tables for an accesssequence can be aplied at the same time.Rebate related condition types are identified by codnition class -C.After defining and creating condition types for rebated include them in the pricingproceedure. The requirement should be 24 here which implies that the accruals arecalculated on the basis of invoice/bill.The other fields- alctyp and altcbv does not allow you to manipulate how a rebate iscalculated. Also, remove the requiremnt 24, if u want to see reabtes at order time.Now payment of rebates:Payments can be maunal or in full settlement. When you do manual payments, it defineshow much can be paid out during a partial settlemetn. You use partial settlement only
  • 38. when rebate agreement is defined for a full year but the paoyouts are supposed to happenon a monthly, quarterly or anyother specified period.These accurals are based on sales volume and when they are posted billing is created inteh follwoing manner. Provision for accruals is debited and Sales revenue is credited.When rebate credit memo is created Customer account/ is debited and Accrual provision account is credited.Also, please note that when rebates are created without dependent ona material but oncustomer/material you need to refer to a material for settlement.With Compliment: SriniI have this same problem found in:, can somebody explain it as I have problem in understanding the link.What exactly do you wish to know in Rebates? The total outline of the Rebate process oreach and every step in the SAP system?First of all rebates are more or less discounts which are offered to customers. The rebatesare based on the volume of the business the customer does with you within a specifiedtime. for eg if the customer agrees for Rs.1 Crore worth of business with u in 1 year, thenyou activate your rebate porocess. if at the end of the year the customer DOES achievethe target u offer him say 2/3/4 % whatever is decided. The rebates are passed on to thecustomer in the form of Credit notes.The rebate can be given to the customer at one time or in installments also.This is broadly the outline of the rebate process.R.SreeramNote : I recomend you to study the theory part of why rebate and why not a discount.This will help you understand better.May be I can help you with rebate process.(IN -IMG)1. define a rebate agreement type2. define a condition type group3. define a condition type and place this conditionType in the pricing procedure.(REQUIREMENT=24)ALSO IN THE PROCEDURE- ACCRUAL KEY = ERUYOU ALSO HAVE TO DO THE ACCOUNT DETERMINATION FOR REBATES.
  • 39. Once you have defined all the 3 and assignment starts.Assign the agreement type to the condition type groupAssign the cond type group to the condition type.Condition technique is also used in rebates.REBATE ACTIVATION- IN CUSTOMER MASTER, SALES ORGANISATION ANDFOR THE BILLING DOCUMENT.After having done this please proceed to maintain the condition record for the rebates(transaction code-vbo1)Note: if you maintain the requirement coloumn with the requirement as 24 - the rebatewill be affected in the billing document and if you dont give the requirement as 24 yourrebate will be affected in the sales order.The rebate process is completed when you have created a credit memo to the customer.The document type for the partial settlement is R3.Please make sure you open two screens SO THAT YOU CAN COMPARE THE NEWENTRIES WHAT EVER YOURE DEFINING WITH THAT OF THE STANDARDS orfirst you try with the standard condition type boo1, boo2boo3 boo4.AFTER YOU HAVE FINISHED A COMPLETE SALES CYCLE OF CREATIONORDER , DELIVERY AND BILLING.GO TO THE CONDITION RECORD IN CHANGE MODE (VB02) AND SETTLETHE ACCOUNT PARTIALLY.I hope this will be of any help to you.PraveenIn a simple way,1. First you need to create a Rebate agreement.2. Create condition record for rebate giving the rebate rate and accrual rate.3. when the rebate relevent billing doc is generated, the rebate and accruals aredetermined and posted in a seperate GL account as a noted item - amount to be settled.Also it gets copied in the rebate agreement.4. create settlement run using credit memo request and then credit memo to settle thisamount with the customer.This is what the link says.
  • 40. Rebate Process with Ref. to SOIf I need to make a rebate for a customer what is the process involved.I am providing some info on rebates which I know.Rebate agreemnts is based on agreement types.Conditon records which are created likeB001 and B002 are linked to the rebate agreeements specifying the rebate rate + theaccrual rates.condition records specify the rebate rate and the accrual rates.Consider an example..You decided to give a rebate of 3% to a customer whose sales vol is $1000 for aparticular SOThen the rebate value is $30..Now when you make the rebate settlement by doiing the Credit memo and you decide topay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ isthe accrual which you owe to the customerProcedure:Rebate agreement: Transaction code: VB01When you go to VB01, choose agreement type 0002 and then in conditions giveMaterial rebate1 2020 30Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6Now check VB03 and see rebate agreemtent it will say Accruals 120 and payments 0since your rebate is not settled still.Rebate setllementGo to VB02 enter ur sales deal no, and change the agreemetn status to B then enterShift+F12 and enter the amount to be paid for example u say $80Then check in rebate payments rebate doc and partial setllemetn since you have not paidin full.View the credit memo requestRemove the Billing bloock Go to VA01 and put order type G2 ,,,go to create with ref andenter ur Sales order no,,,save the doc now...
  • 41. Then go to VF01 and enter the credit memo reqst no the doc no and goto VF02 and say release to accountingNow the final settlement will be this wayAccruals:120Accrual reversed:80Rebate pay:80Amount payable:40So the balance 40 is still the accrualThis is an example how a rebate will be processed with ref to a SO with an example.SAP SD Tips by: PriyamHow to do a rebate agreement for a specific customerswith settings details?1. Create a condition by copying a a standard condition like BO03 in V/062. Assign this condition in the std pricing procedure with acct key as ERB and accuralkey as ERU - V/083.Create a Rebate Agreement in VBO1 (It is O = Owl and not zero). No will begeneratedchoose 003 - Customer rebates, enter the customer code, the validity and check for thestatus shld be in Open, click on the conditions enter the percentage and accrual amount.You also can have scales in this. Also you need to maintain the material for thesettlement4. Create a sales order for that customer and check the rebate agreement.5. You can see the rebate condition in the invoice only.6. Once you have posted the invoices, then go to rebate agrrement no. clicl on verficayionand it will show the order details.7. For settlement change the status of the rebate to B - release for the settlement.8. Credit memo request will b generated copy the no. and go to VA02, remove the blocksif any and create an invoice (credit memo).this will show u the accrual amount.9. In both the invoice and the credit memo check the posting - accounting document itwill show u the accrual as negative.10. Again go to rebate aggreement and check the status it will show you D - Finalsettlement of agreement already carried outConsignment Sales Process in SAPThe consignment process in SAP standard consist of four small processes:
  • 42. Consignment fillup (send materials to customer consignment).Here you have a consignment fillup order and a consignment fillup delivery.Consignment issue (issue materials from customer consignment to the customer).Here you have a consignment issue order, consignment issue delivery and a consignmentissue invoice. (the flow is very similar to a normal OR flow, but the materials are issuedfrom the consignment stock instead of plant stock unrestricted).Consignment return (return materials from customer ownership to customerconsignment).Here you have a consignment return order, consignment return delivery and aconsignment return invoice. (the flow is very similar to a normal RE flow, but thematerials are returned to the consignment stock instead of plant stock returns).Consignment pickup (pickup consignment stock and move it to plant stock).Here you have a consignment pickup order and a consignment pickup delivery.Note that in consignment fillup and consignment pickup there are no invoices since thereis no change of ownership for the materials.How to perform a consignment order?In consignment orders you are allowing the stock to sit in your customer location. Oncehe informs that he used the stock you will invoice him. If he returns the stock you willaccept the stock to take it back.It is defined in 4 steps.1. Consignment fill up:Sales document type is KBItem category KBNshedule line category E1In this step, you are not invoicing the customer. document flow is sales order ---- deliveryitem category. It will not be relevent for billing and pricing because you are not chargingmoney for these goods in this step.In schedule line category, you will set movement type 631 & set for availability checkand TOR.2. Consignment Issue.Once the customer informed you that he used all the goods or partial goods then you willcreate consignment issue for used goods.
  • 43. Sales document: KEItem category: KENshedule line category: C0 or C1Here you are invoicing the customer(because he used the goods). you are assigning thedelivery documnt and billing document to the sales document.In item category, you are setting relevent for billing, pricing, special stock.In schedule line category, your setting is 633 movement type, relevent for availabilitycheck & TOR.3. Consignment Return:Customer found that some goods are damaged or he not able to sold the goods he want tosend it back. that you are creating this document.Sales document type: KRItem category: KRNShedule line category: D0You will assign delivery document and billing to sales document. you will create returnorder, return delivery, return billing.Your setting item category relevent for billing, returns, pricing, special stock.Your setting schedule line item category: 634 movement type, NO availability NO TOR.4. Consignment Pick up:Even if you create the consignment return the goods are not come to direct to your plant.For that you need to create consignment pick up. here the owner ship is not changing soyou do not need to create billing.Assign retrun delivery to sales document type.Sales document: KAItem category: KANschedule line category: F0 & F1Your setting item category relevent for returns. any shedule line category relevent for 632movement type, MRP, availability check, delivery.Now you check your plant stock. Stock will increase.Issue free goods to selected CustomersClient wants to issue free goods to selected customers after the said customer buys aspecified quantity of a good during the festive season starting 02 December to mid
  • 44. January. for example customer A buys 34 cartons of Corn Ice-cream, we offer him12 free corns. this should then reflect as cost in our accounts. the rest of the systemis already up and running and should not be inconvinienced. How do I set it up?1.Run trans. VBN2 to first create master record for free goods as follows:Enter following information in selection screen:- Free goods type: NA00- Sales org, distribution channel, customer # and execute.Now in next screen create the record as follows:- First select the exclusive button and verify that you are in exclusive view. (that is if you want exclusive)- Material#, Min qty - Say 34 cartons. (check in what units you want to manage) From: 34 cartons unit of measure: Free goods: 12 Pcs Unit of measure: Pcs Calcualtion type: 1 or try the other options Deliver control: Blank or any of the other options suitable to you.Now save and exit.Now run VA01 for 34 cartons and press enter. The system will automatically propose thefree goodsitem at no additional charge. Try higher order qtys and see if the free goods qty arescaling up.If not adjust the calculation parameters in the master record screenIt should be transaction VBN1. Sorry for the error.VBN2 is to change the record. VBN1 creates it.Kris JIf you want to give free goods to some of the customers than1. create a customer group say 99 for FREE GOODSIn Free Goods Menu:2. add a feild catalog for CUSTOMER GROUP3. create a condition table (free goods) say 555 only for customer group4. create a sequence say FREE with condition table 555
  • 45. 5. create a condition type say FREE with6. maintain pricing procedure say ZFREE with condition type FREENow assign:7. Active Free goods Determination or Assign with your sales organisation this procedureZFREE8. Create free goods determination with transaction code /nvbn1 for FREE with KeyCsuomer Group99 for exclusiveGive customer Group say 99 and from 34 to 34 free 12Supressing Fields in Sale OrderTo make optional / mandatory you can use in IMG - S&D-> Basic > Functions-> Log ofincomplete Procedures => select the fields > from the tables and the system will checkfor them (OVA2/VUA2)To make a filed entry enabled or grey (non-entry allowed):User exits in the program MV45AFZZ-USEREXIT_FIELD_MODIFICATIONThis user exit can be used to modify the attributes of the screen fields.To do this, the screen fields are allocated to so-called modification groups 1 - 4 and canbe edited together during a modification in ABAP.If a field has no field name, it cannot be allocated to a group. The usage of the fieldgroups (modification group 1-4) is as follows:Modification group 1: Automatic modification with transaction MFAWModification group 2: It contains LOO for step loop fieldsModification group 3: For modifications which depend on check tables or on other fixedinformationModification group 4: is not usedThe FORM routine is called up for every field of a screen. If you require changes to bemade, you must make them in this user exit. This FORM routine is called up by themodule FELDAUSWAHL.
  • 46. With Compliments by: Taner YukselActually suppressing fielding sales orders userwise is quite easy. We are doing it in ourcompany. For this we use userexit FORM USEREXIT_FIELD_MODIFICATION inMV45AFZZ.Below is the sample codeIF SCREEN-NAME = VBKD-ABSSC.AUTHORITY-CHECK OBJECT ZMV45AFZZ ID SCRFNAME FIELD SCREEN-NAME. IF sy-subrc = 0. SCREEN-INPUT = 1. else. SCREEN-INPUT = 0. ENDIF.endif.You place the authority check object in authorization profile in the role of the users, whoshould have access to the field (in this case it is VBKD-ABSSC), and there assign thecorresponding fields that are to be accessed via this userexit.Some Light on Batch DeterminationOn batch determination, the whole process, how it is determined automatically inthe order.A1) Normaly we use batch determination at delivery level, because at the time of ordermaterial may or may not be created.for this material should be configured with batch andbatch determination should be checked in sales views of material.A2) Batch Determination during order Creation.For this you need to maintain a Classes d for you Material. Depending on theManufacturing process you can define the characteristics for your material.Ex: Purity for Medicines, Resistance for Electric Items.You need to create a class (You might have to create a new class type) whichincorporates the characteristic.
  • 47. First Create the Characteristic Using Ct04 and then using Cl02 create the Class includingthis characteristic.Then in your material master Classification View Enter this class.Then Create a Batch for the particular plant and Stor Loc using MSC1N.Give the value ofthe characteristics in this batch.Then go to SPRO ->Logistics General ->Batch Management and maintain the ConditionTechnique (Procedure, Strategy Types and assignment to sales docs etc).Then Create the Batch Determination Record using VCH1.Difference between Item Proposal and MaterialDeterminationWhat is the difference between the item proposal and material determinationproduct proposal?Item proposal and product proposal are the same.Item proposal is the list of materials and order quantities that can be copied into the salesorder from the customer master data.We use VA51 to create the item proposal. Here we get a number.This number is thenlinked to the customer master data in the sales view. This is very commonly used.Material determination is very closely related to item proposal /product proposal and isused to swap one material for another in the sales order using the condition technique. Ihave not seen Material determination procedures used in the projects I have worked.SAP Tips by: Prashanth HarishItem Proposal or Product proposal:"Item proposal is same as product proposal & SAP uses the two terms interchangeably."An item proposal is a list of materials and order quantities that can be copied into thesales order. Items can also be selected from a list and copied into a sales order."1) Use transaction [VOV8] to configure the document type ("MS" for product proposal).2) Use transaction [VA51] to create a proposal.3) Enter the item proposal on the sales area data (sales tab) of the customer master record.
  • 48. 4) In [VA01] to create a sales order, Select Edit & propose items."Material determination:"Material determination uses the condition technique to swap one material for anotherwhen certain conditions apply. Materialdetermination is triggered by the material entered in the line item of the sales order.Use transaction [VB11] to create a material determination condition record. And [OV12]for configuration of material determination.Material determination is useful when old product is becoming obsolete or a new productis released by the company at specific date."Steps for SD Variant ConfigurationSome light on Variant Configuration in Detail.The procedure is as follows: • Create a Material - KMAT type with Item category (002) • Create Charateristics in CT04 - Zbike, where in values mention the Color of the bile like Red, Blue etc • Create another characteristics in CT04 - ZPrice, where directly go the additional data tab and maintain the table SDCOM and field VKOND (ABAP Dictionary it will ask for) • Assign these two characteristics to a Class in CL01 - ZBikeclass ( Type 300) in characteristics tab page. • Then go to CU41 Configuration profile select the material and enter the description click on the class assignment ie assign Zbikclass. • Now go back to CT04 - enter Zbike -go to values- select Red- go to extras - Other Dependencies - Select Procedure enter in front 10 write - $self.ZPrice=Red and save • Now go back go to extras - Other Dependencies - assignments and assign relationship ( by default it will come just save) • Now select Blue- go to extras - Other Dependencies - Editor - Select Procedure enter in front of 10 write - $self.ZPrice=Blue and save • Now go back go to extras - Other Dependencies - assignments and assign relationship ( by default it will come just save) • Now go to VK11 - Enter VA00 (Condition)(For Std RVA001 Pricing Procedure) - enter variant Red and Blue give the rates accordingly and create the sales order. *-- Shaik ZaheeruddinTell me about variant configaration?What are the type of questions we can expect in that?
  • 49. Variant configuration is used where you have a configurable material like computer(made up of components like processor, monitor, keyboard, mouse etc). Thesecomponents are called as characteristics in variant config. Again this will be havingvalues like processor can be either P4 or P3, monitor can be 15" or 17" etc.Based on the values selected the variant pricing will happen using the condition typeVA00.Possible questions you can expect are:- What is variant configuration?- What is characteristic?- What is value?- What is class?- What is configuration profile?- What is dependency and what are the types?- What is a variant table?- And the transaction codes for the above. Number Ranges In Sales OrderThis is regarding number ranges defining and assigning tips which you can follow asbelow:Whenever there is a new Sales Org being created, you will be required to maintainNumber Ranges for Sales Documents which are allowed for your New Sales Area.Number Ranges can be maintained Internally by the system, however it can bemaintained externally also if you customize it accordingly.In Standard SAP the Transaction code for Maintaiing Number ranges externally is VN01.Defining - The same can be reached through in IMG as : Sales & Distribution-->Sales-->Sales Document Header-->Define Number Ranges for Sales Documents.Here you provide the system a specific Number range as follows:Number range Key +Start Number range+ End Number Range+Current NumberFor Example: If you want to propose the following Number Range*1 9000076000 9000076999 0
  • 50. The Current Number field will be kept zero as you are proposing new number range andno sales documents have been created on it , Obviously..*1 is a Unique Two digit Alphanumeric Key, while proposing your key, you shouldensure that it should not be there in the system as existing.If you propose a key that is there in the system or if the Number Range (Start and EndSeries) is there in the system already, the system will throw a message that Intervalalready already exists. So choose a key that is unique, and which is not there in thesystem.Here , by making this , you are assigning a Key to a Number Range Series.All the symbols can be used along with numbers from 0 to 9 and Alphabets from A to Zand in any order. For example: !1, ^A, BB,Z*,M2.........Assigning - In Assigning, you assign the particular Sales Document to the Number Rangeyou have already proposed as above.The Assigning Part is done as follows:The Two digit Alpha Numeric Key is maintained or Assigned to the respective SalesDocument type in V0V8.This can also be reached in IMG by:Sales & Distribution-->Sales-->Sales Document Header-->Define Sales Document TypesLocate the particular Sales Doc Type, and double click on it to display it configuration.Here you put the Two Digit Number key in the Field- "Number range ExternalAssignment"Besides this:If a new Shipping Point is created then Delivery Number ranges are required to bemaintained.Similarly,If a new Plant is created then Billing Number Ranges are required to be maintained.What is Debit note and Credit noteWhat is Debit note and Credit note? What is the purpose? How we create?
  • 51. 1. A transaction that reduces Amounts Receivable from a customer is a credit memo. Foreg. The customer could return damaged goods. A debit memo is a transaction thatreduces Amounts Payable to a vendor because, you send damaged goods back to yourvendor.2. Credit memo request is a sales document used in complaints processing to request acredit memo for a customer. If the price calculated for the customer is too high, forexample, because the wrong scale prices were used or a discount was forgotten, you cancreate a credit memo request. The credit memo request is blocked for further processingso that it can be checked. If the request is approved, you can remove the block. Thesystem uses the credit memo request to create a credit memo.You can use credit memos in Sales and Distribution (SD) for assigning credit memorequests to the open invoices and in Financial Accounting (FI) for assigning creditmemos and payments to the open invoices and carry out clearing with them. If you useboth Financial Accounting (FI) and Sales and Distribution (SD), there is a 1:1relationship between the credit memo request and the credit memo item posted inFinancial Accounting (FI). As soon as you bill the credit memo request together withother sales orders, or distribute the items of one credit memo request to several billingdocuments, the assignment is no longer valid and the system will not process it.For credit memos, credit memo requests, and payments, you have the followingassignment options:- Assignment to a single invoice- Assignment of a partial amount to an invoice- Assignment to several invoicesWhen you post credit memos, the payment programme processes them automatically. Ifthe credit memo is specifically related to a particular open invoice item, the paymentprogram automatically attempts to offset the credit memo against the open item. If it isnot possible to completely offset the credit memo against an invoice, you can post a debitmemo to the vendor, who is to reimburse the amount. Then you can apply a multileveldunning program.3. Debit memo request is a sales document used in complaints processing to request adebit memo for a customer. If the prices calculated for the customer were too low, forexample, calculated with the wrong scaled prices, you can create a debit memo request.The debit memo request can be blocked so that it can be checked. When it has beenapproved, you can remove the block. It is like a standard order. The system uses thedebit memo request to create a debit memo.4. As mentioned above, creating a credit or debit memo request enables you to createcredit or debit memos based on a complaint. For this first create a sales document withthe order type for a credit or debit memo request. You can create the debit or creditmemo requests in the following ways:– Without reference to an order
  • 52. – With reference to an existing orderHere you enter which order the complaint refers to. – With reference to an invoiceHere you enter which invoice the complaint refers to.In all cases, you specify the value or quantity that should be in the credit or debit memo5. You can block the credit or debit memo request from being billed in Customizing. Goto Sales -> Sales Documents -> Sales document header -> Define sales document typeand select the billing block field in the billing section. This request can later be reviewedalong with similar ones, - if necessary, by another department. The request for a credit ordebit memo can then be approved or rejected.Explain What Is Credit and Debit Memo 1. A transaction that reduces Amounts Receivable from a customer is acredit memo. For eg. The customer could return damaged goods. A debit memo is atransaction that reduces Amounts Payable to a vendor because, you send damaged goodsback to your vendor.2. Credit memo request is a sales document used in complaints processing to request acredit memo for a customer. If the price calculated for the customer is too high, forexample, because the wrong scale prices were used or a discount was forgotten, you cancreate a credit memo request. The credit memo request is blocked for further processingso that it can be checked. If the request is approved, you can remove the block. Thesystem uses the credit memo request to create a credit memo.You can use credit memos in Sales and Distribution (SD) for assigning credit memorequests to the open invoices and in Financial Accounting (FI) for assigning creditmemos and payments to the open invoices and carry out clearing with them. If you useboth Financial Accounting (FI) and Sales and Distribution (SD), there is a 1:1relationship between the credit memo request and the credit memo item posted inFinancial Accounting (FI). As soon as you bill the credit memo request together withother sales orders, or distribute the items of one credit memo request to several billingdocuments, the assignment is no longer valid and the system will not process it.For credit memos, credit memo requests, and payments, you have the followingassignment options: • Assignment to a single invoice • Assignment of a partial amount to an invoice • Assignment to several invoicesWhen you post credit memos, the payment programmed processes them automatically. Ifthe credit memo is specifically related to a particular open invoice item, the payment
  • 53. program automatically attempts to offset the credit memo against the open item. If it isnot possible to completely offset the credit memo against an invoice, you can post a debitmemo to the vendor, who is to reimburse the amount. Then you can apply a multileveldunning program.3. Debit memo request is a sales document used in complaints processing to request adebit memo for a customer. If the prices calculated for the customer were too low, forexample, calculated with the wrong scaled prices, you can create a debit memo request.The debit memo request can be blocked so that it can be checked. When it has beenapproved, you can remove the block. It is like a standard order. The system uses the debitmemo request to create a debit memo.4. As mentioned above, creating a credit or debit memo request enables you to createcredit or debit memos based on a complaint. For this first create a sales document withthe order type for a credit or debit memo request. You can create the debit or credit memorequests in the following ways: • Without reference to an order • With reference to an existing orderHere you enter which order the complaint refers to. • With reference to an invoiceHere you enter which invoice the complaint refers to.In all cases, you specify the value or quantity that should be in the credit or debit memo.5. You can block the credit or debit memo request from being billed in Customizing. Goto Sales -> Sales Documents -> Sales document header -> Define sales document typeand select the billing block field in the billing section. This request can later be reviewedalong with similar ones, - if necessary, by another department. The request for a credit ordebit memo can then be approved or rejected.Use the same Invoice Script/smartform for Credit/debit memosINVOICEOutput type : RD00ScriptForm Name : RVINVOICE01Driver Program Name : RVADIN01smartform name : LB_BIL_INVOICESmartform Driver Pgm: RLB_INVOICE
  • 54. Configure Intercompany Stock Transport Order Explain STO.STO is Stock Transport order. It is used for inter company transfer of goods. Plant toplant transfer and even transferring raw material to Third party contractors (Job Work).The Process is you create a STO do delivery against the STO and create a BillingDocument against the STO.How to configure the inter-company Stock Transport Order? - PrasseeMaterial should exist in both the plants (Delivering & Ordering),Internal customer should be assigned to the ordering plant ( MM -> Purchasing ->Purchase Order -> Setup stock transport order -> assign the internal customer to theordering plant and assign the Sales area of the internal customer.Tcode : OMGNAssign its Sales area to the delivering plantAssign the document type and Delivery type NB and NLCC
  • 55. Assign the Supplying plant --> Receiving Plant --> NBTake the delivering plant and assign the sales area.Vendor master has to be created and assaign the supply source ( Delivering Plant).Create a puchase order ME21N ---> SaveDelivery VL10 G ---> Calculation rule (appropriate) --> Assaign the purchase ordernumber here and execute.Select the Delivery creation line and do the back ground process.Start the log display and see the delivery document number by the documents buttonGoto VL02N --> do picking and PGI --> Then do the MIGO with respect to the deliverydocument.Billing (Intercompany pricing conditions should be set). Inter Company Sales Process Explain the Inter Company Sales Process.In SAP sales & distribution module, an intercompany sales occurs when the sellingorganization belongs to a different company code than the delivering plant. Thetransaction path for accessing intercompany sales billing is:IMG >> Sales and distribution >> Billing >> Intercompany billingLet us take an example to understand intercompany sales better. Suppose there are twocompany codes namely 1000 and 2000. A customer may place an order for goods in salesorganization belonging to company code 3000. However, the goods may bemanufactured by a delivering plant belonging the company code 1000. A sales order iscreated indicating delivering plant of company code 1000. The sales organization theninvoices the customer for the materials purchased. SAP R/3 automatically creates anintercompany billing document at the same time as the customer’s billing document iscreated. This intercompany invoice is sent from the delivering plant to the selling salesorganization.As a rule of thumb, when dealing with different company codes, one may find a need totransfer stock between two different company codes. However, if the stock be transferred
  • 56. within the same company code, there is no need for an intercompany transaction. But incase the stock is transferred between different company codes, a transfer of value occursand is an intercompany sale.---In inter- company sales process, no PO will raise.While creating sales order, if the end user knows there is no stock on their plant, theyrequest for their sister concern company to deliver these ordered goods to the customerdirectly, after delivery they will receive intercompany invoice from the deliveringcompany code, that’s the reason you enter delivering plant while creating sales order.Below is the inter-company check list:Check all your settings once again for creating inter-company billing:- Material should exist in both plants.- Stock will be maintained in D-Plant (Delivering).- Now Plant - R (Receiving) become the customer of Plant-D. So create a dummycustomer in Plant-Ds company code and sales area.- Assign this customer number to Plant -Rs details & its selling sales area.- Maintain the intercomapny billing type (IV) in ur sales doc type (OR).- Assign the Plant-D to selling sales org+ dbt channel.- Maintain relevant copy controls between documents.- Determine pricing procedure for Standard (RVAA01) as well as Intercompany(ICAA01)(Note: Dummy customers CPP, IV docs DPP along with Delivering plants sales area)- Maintain the condition records for Condition type PI01- VK11(Note: In ICAA01, you wont find any PI01 Ctype, but youll find IV01-, if you observethe details of IV01 C.type in V/06, it has the ref Ctype as "PI01" , through which thecondition record of PI01 is shared to IV01 also..)- Now create VA01, enter the required fields, in delivering plant -enter Plant-D, @ itemlevel as well as @ header level, and save,- Create Delivery VL01n, with ref to SO,
  • 57. - Create Billing VF01 (with ref to DEL)--- observe bill type-F2,- Create Billing VF01 (with ref to DEL again)--observe the bill type-IV.Normal Sales Order Cycle ConfigurationWhat are those initial sales order config?By: AnuradhaNormal Sales Order Cycle:-Step 1: Sales Document TypeIMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header:1. Sales Document Type: The sales document types represent the different businesstransactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type,always copy as with reference to similar sales order. If possible use standard sales order.2. Define Number Ranges For Sales Documents: Maintain number range with discussionwith core team.3. Assign Sales Area To Sales Document Types:A. Combine sales organizations / Combine distribution channels / Combinedivisions: Ensure to maintain these, else Sales Order creation will give error.B. Assign sales order types permitted for sales areas: Assign only required Sales OrderTypes to required Sales Area. This will minimize selection of Sales Order Type as persales area.Sales Document Item:1. Define Item Categories: If possible use Standard Item Category. Incase if required tocreate new, copy as from standard & maintain New.2. Assign Item Categories: If possible, use standard. Formula for deriving item category:Sales Document Type + Item Category Group + Usage + Higher Level Item Category =Item CategorySchedule Line:1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase ifrequired to create new, copy as from standard & maintain New.2. Assign Schedule Line Categories: If possible, use standard. Formula for derivingSchedule Line: Item Category + MRP Type / No MRP Type.
  • 58. Step 2:IMG > Logistic Execution > Shipping > Deliveries >1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required tocreate new, copy as from standard & maintain New.2. Define Item Categories for Deliveries: If possible use Standard Item Categories forDelivery Type. Incase if required to create new, copy as from standard & maintain New.3. Define Number Ranges for Deliveries: Ensure to maintain number range.Step 3:IMG > Sales and Distribution > Billing >1. Define Billing Types: If possible use Standard Billing Type. Incase if required tocreate new, copy as from standard & maintain New.2. Define Number Range For Billing Documents: Ensure to maintain number range.3. Maintain Copying Control For Billing Documents: Maintain relevant copy controlssuch as Sales Order to Billing, Deliver to Billing, etc.The configuration differs from scenario to scenario & requirement of the client.Default Storage Location In Sales Order Where to maintain settings if we want to make storage locationappear by default at the time of creating the sales order?There is No storage location determination at Sales order level.. Only we can entermanually.Storage location will be determined at Delivery level only..System does not determine storage location at sales order level. User has to indicate it attime of creating sales order. The storage location entered in the order item is copied intothe outbound delivery. If no storage location for picking is specified in the order item,the system determines the storage location when it creates the outbound delivery andcopies it into the delivery item. The system determines the picking location based on aMALA, RETA, MARA rule defined in the delivery type.This functionality is not available in the standard SAP. If you want the system to checkthe stock at a specific storage location, the storage location has to be entered manually atitem level or you have to go for development so that it will be defaulted under thespecific conditions specified. You have to create a Z-table and maintain the table withdata under which that specific storage location has to be determined.
  • 59. A userexit has to be used so that it will default the appropriate storage location afterchecking the table.Storage loction determination in Sales order is only possible via a user exit. You cannotconfigure storage location into sales order: you need to use userexit MV45AFZB USEREXIT_SOURCE_DETERMINorYou can use userexit_save_documentUserexit_save_document_prepareorThe relevant forms to be used are:USEREXIT_MOVE_FIELD_TO_VBAK -- to default in Header.USEREXIT_MOVE_FIELD_TO_VBAP -- to default in item.User exit: MV45AFZZ---Standard SAP cant determine storage location at sales order level. If required to givemanually. But at deliver itll determine automatic.Do the proper settings at Delivery level:SPRO --> LOGISTICS EXECUTION --> SHIPPING --> PICKING --> DETERMINEPICKING LOCATION --> Define Rules for Picking Location Determination.If sales order level by default require, then you have to use user EXITExplain The Meaning Of An Open Sales Order What is an open sales order?An open sales order is where the order has not been delivered (physical goods).Open Sales order : I will explain taking an example, suppose there is an order for 100 qtyand against this order, only 50 are being delivered till its delivery date . i.e. it is partiallydelivered. then its status will be open . because it is not fully delivered.
  • 60. You can check the open order status in VA02 in status tab. (double click on item and atitem level chk the status) or check in transaction VA05 all the open orders.In SAP SD, the document flow will summarize the status of each document. In order,they are:1. Sales order : once delivery has been created, the status of the order changes from"open" to "completed".2. Outbound delivery : when items are picked and posted for goods issue, the statusremains at "being processed"; the status becomes complete only when billing is done.3. Billing document : when billing document is created and saved, and posted toaccounting, the status of the delivery becomes "complete"; the status of billing becomes"complete" as well; an accounting document is created and the status is "not cleared".4. Payments posting affects the status of the accounting document; hence, you look attable BSEG. once payment is posted with reference to this accounting document, thestatus becomes "cleared".How can we know using data in tables whether a sales order is open or not?Check in Transaction VA05 and in table the status filed will tell you the status of openorder.Table VBAP / VBAK / VBUK (header) and VBUP (item)Which table is updated when customer pays against an invoice?Check table VBAK / VBAP / VBRK / VBRP and VBFA you can chk the document flow.Can you tell if a sales order can be considered open if delivery has happened butpayment has not been done yet?Yes, that sales order will be considered as complete order. not open order.Delivery will be open against which billing is not happened.How to close any open sales order?
  • 61. Go to transaction VA05, here you can see list of all Sales order open for any particularsales area.You can either do mass maintenance to close all the open order by giving rejectionreason. Or you can check one by one order & reject the pending item.Go to VA02, input the sale order and execute. Now select the line item and assign Reasonfor Rejection which you will find on the right top side.If you have not delivered any quantity, then you can delete the salesorder from the tcode VA02 - Enter your doc no- in the menu bar go tosales document-then DELETE.Sold To Party In Sales Order Screen After entering sales order (va01) screen, system giving default soldto party. How to disable this?This is due to activation of userexit V45A0002. You need to deactivate this. Take thehelp from ABAPer to find the project which is assigned to the userexit and deactivate thesame.orCan you also check in your SU3 Parameters whether there is any entry with Parameter ID- VAU?If some value is set for this parameter , it will be copied by default in SOLD-TO-PARTYduring creation of the Sales Document (VA01)You can remove this ID or clear the Value.You can also check if there is any Transaction Variant associated with your Transactionin SHD0 through which the default sold-to-party can come.---Change sold to party in sales orderWe have the below requirement of changing sold to party after creation of salesorder:Once sales order is created, purchase requisition is created automatically andpurchase order is created with reference to the purchase requisition. So when Goodsreceipt is done, the respective stock is getting reserved for that sales order.We wanted to change the sold to party option.
  • 62. After creation of purchase order, sold to party option in sales order is display only.How to make it changeable?As long as you have not created subsequent document like delivery or invoice, you canchange the sold to party in sale order either in creation mode (VA01) or in change mode(VA02). But once you created the subsequent document, you cannot change the sold toparty bocz, the said field will become uneditable.---Effect of sold to party in sales orderWhat is the effect of sold to party in sales order?Suppose we are creating the sales order with customer 11 and material abc, butbefore saving the sales order document we changed the customer and new customeris 21, so after this change which is redetermined in the sales order.These will get redetermine-->Tax-->Price-->Frieght-->Payment terms-->Shipping conditions-->Partner (Ship to party, bill to party and Payer).-->Route.If the Sold to party is changed from 11 to 21, then the new SP (21) may be valid for someother Sales Area, may have different SH,PY &BP. So accordingly those data will change.If different SP, then Price may vary, Shipping condition may vary. So those data maychange.As different SH may be different, then Route may be different, Plant may be different,and as Tax is mostly Plant dependent, so Tax may change.If SP is different PY may be different, so Payment Term, Incoterm &Credit limit may be different, so those data will bechanged/redetermined accordingly.
  • 63. Profit Center Default In Sales Order Question:In sales order we have profit center tab in line item --> account assignment. Fromwhere does this profit center comes here? The source I mean.Answer:Sales order takes profit center from material master view Sales: Plant/General data.Profit center is assigned in (material master record) MMR in sales orgn 2 view. If youassign there automatically it will trigger in the sales order. In the item data -> accountassignment tab .This profit center is used in MMR because, once you do OR- LF- F2 for that material thismaterial value has to trigger in the profit center in FI properly.After doing F2 and when you save a the Invoice i.e., F2, automatically an accountingdocument gets generated along with a profit center document also gets generated if youhave assigned profit center to your MMR.In material master, I was created profit center PBB2K for part A but it is showingdifferent profit center when sales order created.Advise why different profit center show in sales order?Check 0KEM for any sales order substitution for profit center.In general, the material master profit center defaults to profit center, but at sales orderyou can change the profit center otherwise check 0KEMIt seems as though we have a FI setup in our system through which the ProfitCenter on the Sales Order is NOT defaulted from the Material master, but isshowing up another value, could you please provide me the steps where I could lookthat up? What configuration is it from the FI side that is preventing the standardmaterial PC to be over ridden?Please check OKB9,or
  • 64. Simple,It is in substitution,Go to transaction GGB1 and see under the node profit center accounting.You will see that you can substitute the profit center in the sales order using substitution.You can define your own here.How can I make the Field Profit Center in the line item level of the sales order tomandatory?You can do this by transaction variant.Goto tcode SHD0, give t code as VA01. Make a transaction variant and make the fieldsmandatory.orPlease include the Field Profit Center (PRCTR) in incompletion Procedure of Sales OrderItem. So without Profit Center Entry Sales Order will be incomplete.Goto T.code OVA2 copy the procedure you are now working with and add the fieldvbap-Prctr.In VUP2 you can assign your new procedure to your item category.Check Whether The Entries Is Maintain in LIS Update or Not Path:SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics DataWarehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group -->Assign Update Group at Header LevelMaintain following data, separately in two rows:Sales Org: say,1234DstCh:Division:
  • 65. Customer Statistic Group: +Statistics group for sales document type: 1andSales Org:DstCh:Division:Customer Statistic Group: +Statistics group for sales document type: 2SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics DataWarehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group -->Assign Update Group at Item LevelMaintain following data, separately in two rows:Sales Org:DstCh:Division:Customer Statistic Group: +Material Statistic Group: 1Statistics group for sales document type: 1Statistics group for the item category: 1andSales Org:DstCh:Division:Customer Statistic Group: +Material Statistic Group: 1Statistics group for sales document type: 2Statistics group for the item category: 2Note: Once, you will maintain Settings for LIS-Update, it will update onwardstransactions and will not update for already done transactions.3PL Purchase Order Link To Sales Order For third party order, either you can create the material master withitem category group as BANS, so the system will automatically pick TAS in the salesorder for the material or you can change the item category manually to TAS in the order.
  • 66. This will trigger a PR, based on the PR a PO will be generated.Defining Item Category GroupIMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item ->Define Item category groupsDefining Item Category -> Sales and Distribution -> Sales -> Sales Documents -> SalesDocument Item -> Define Item CategoriesItem category TASDescription 3rd party with SN CMItem type BlankCompletion rule BlankSpecial stock BlankRelevant for billing BBilling plan type BlankBilling block BlankPricing XStatistical value BlankRevenue recognition BlankDelimit. start date BlankBusiness data item XSched. line allowed XItem relev. for delivery BlankReturns BlankWeight/Vol.- relevant XCredit active XDetermine cost XAut. batch determ. BlankRounding permitted BlankOrder qty = 1 BlankIncomplete proced. 28PartnerDetermProced TTextDetermProcedure 01Item cat. status group 1Screen seq. group NStatus profile BlankCreate PO autom. BlankConfig. strategy BlankMat. variant action BlankATP material variant BlankStructure scope BlankApplication BlankValue contract material BlankContract release ctrl Blank
  • 67. Repair procedure BlankBilling form BlankDIP profile BlankAssigning Item CategoryIMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item ->Assign Item categoriesCreating MaterialMM011. On the screen Create Material (Initial Screen) enter the material number if External.2. Choose Select View(s). (Basic View 1&2, Sales Views, Purchasing views andaccounting views).3. Enter the relevant data and save the material. Use material group BANS in the itemmaterial group field.Creating SD Pricing Conditions for materialVK11Creating Vendor MasterXK01What is the Foreign trade data required in SO for doingExports I am doing export sale but while creating billing document systemgive error that "Missing export data" hence accounting document has not created.Trouble Shooting and Problem Solving :Go to VF02, input the billing document and execute.From top menu bar, click on "Goto -- Header -- Foreign Trade/Customs".There again click on "Incompleteness analysis" which will be below to "Head.text" tab sothat it will take you to the areas where you need to fill in the required datas.
  • 68. Once you gave all the data and save, you can check the log as "Document complete".Solution :This will resolve the issue for current Invoice; but if the same error is occurring for everyInvoice, maintain default values.To get the default values for foreign trade data go to1. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreigntrade --> Define Business Transaction Types And Default Value -->Define Default Business Type (SD)In this step maintain assignments for country/sales org/dist channel / item category / andtransaction type combination.2. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreigntrade --> Define Procedures and Default Value --> Define procedure defaultIn this step maintain assignments with the combination of country/sales org/distchannel/division/exp.imp group/item category/ procedure.Apart from the above we need to maintain Comm./imp. code no./country of origin andregion of origin at material masterHINT:Go to VTFL, select your billing type and delivery type and click onblue magnifying lens on top left so that it will take you to a screenwhere most probably, you would be maintaining "B" for "Determ.exportdata". Maintain blank field there and save. Now system will not throwincomplete error message.Material To Be Added or Excluded To a Customer How to setup material exclusion for customer during sales ordercreation?If you want specific material to be added or excluded to a customer, you can do it in"Listing and Exclusion".Here is a small note on listing and exclusion, it may be helpful.Material listing and exclusion:
  • 69. Material listing: Whatever the materials that are placed in the listingfor a customer he can access to those materials only.Maintaining records for material listing:LogisticsSales and distributionMaster dataProductsListing/ExclusionVB01 CreateSpecify the condition type for listingSelect the required key combinationEnter the required materials in listing and save it.Material Exclusion: Whatever the materials that are placed in exclusionfor a customer he cannot access those materials.Maintaining records for material Exclusion:LogisticsSales and distributionMaster dataProductsListing/ExclusionVB01 CreateSpecify the condition type for exclusionSelect the required key combinationEnter the required materials in exclusion and save it.Maintaining condition technique for listing and exclusion:SPROSales and distributionBasic functionsListing/ExclusionMaintain condition tables for listing/exclusionMaintain access sequence for listing/exclusionMaintain listing/exclusion typesGo to new entries and define condition types one each for listing,exclusionProcedure for maintaining listing/exclusionDefine the procedure one each for listing and exclusionActivate listing/exclusion by sales document typeSelect the required sales document type and assign the procedure forlisting and exclusionNote: 1. Listing type A001 2. Exclusion type B001 3. Procedure for listing A00001 4. Procedure for exclusion B00001
  • 70. Partner Determination For Sales DocExplain me how to get partner determination for sales doc header level.By: Micro IrrigationFirst determine one account group ( Trans code OBD2 ) assign number range for acctgroup ( Trans code OBAR ).Define partner determination procedure:IMG -> SD -> Basic Functions -> Partner Determination -> Setup PartnerDetermination -> Partner Determination For Sales Doc HeaderClick on Partner TypeGo To New Entries and Define Partner TypesCustomer KUVendor LIContact Person APSales Employ SESelect Partner Type KU and Go To Details Icon and Maintain PartnerFunctionsSP Sold To PartySH Ship To PartyBP Bill To PartyPY PayerCome Back and Click OnAssign Partner Type To Sales Doc HeaderKU To TAAssign Partner Functions To Account GroupSP To ACC GROUPSHBPPY Same.For Sales Doc Header The Partner Functions Can Be Determined FromCustomer Master.Setup Partner Determination Procedure How to customize the Partner Determination Procedure?We can determine partner determination procedure by using the transaction code VOPA.In the business different people interacts to make a transaction with the business whilemaking transactions with the business every partner performs certain roles those arecalled as a partner functions.
  • 71. Depending on the partner type every partner fulfill certain mandatory partner functions.SAP determines relevant partner functions automatically to relevant partner object type.Flow: Customer master, Sales, Delivery, Billing, Document header and items.A) Partner Types.1) Customer(KU)He performs partner functions like Sp, Sh, Bp, Py.2) Vendor(LI)Partner Functions (FA- Forward Agent).3) Contact Person (AP)Partner Functions-CP.4) Sales Employee(PE)Partner Funcitons-SEAuthorized Partner to release the orderContracts are release by raising sales orders.In the business one specifies partner is authorized to enter and to release contracts.At Header level( sales document) there is a control by which system carries out checksagainst partner whether he is authorized to release the contract.Partner type(KU) and Partner Functions( AA- Sold T party) to release the contracts.Aw- ship to party to release the contracts and this partner functions assigned to partnerdetermination procedure (kab).Partners to check credit limits:We define partner functionsKm-credit Manager.kb- credit representations both belongs to partner type pe(personal)Configurations settings:1) Define Account Group( OBD2)2) Assign Number range key to Account Group (OBAR)3) Define partner determination procedure for customer master.a) Define partner functionsPath: Img -> sd -> basic functions -> partner determination -> set up partnerdetermination -> set up partner determination for customer master.
  • 72. Click on partner function control button under dialog structurePartner Function Name Partner type errorsp sold to party ku 07sh ship to party ku 07bp bill to party ku 07py payer ku 07partner type PeKm credit manager pe 09kb credit represent pe 09b) Define partner determination procedure.c) Assign partner functions to partner determination procedure.d) Assign partner determination determination procedure to account group.e) Assign partner functions to account group.For sales document.a) Define Partner functions to sales document header1) Define partner functionsimg -> sd -> basic functions -> partner determination -> setup partner determination ->set up partner determination for sales document header2) Define partner determination procedure.3) Assign partner functions to partner determination procedure4) Partner Determination procedure assignment. Sales BOM ImplementationA bill of material (BOM) describes the different components that together create aproduct. A BOM for a bicycle, for example, consists of all the parts that make up thebicycle: the frame, the saddle, wheels, and so on.Process FlowWhen you enter the material number of a bill of materials that is relevant for sales orderprocessing, the system displays the material that describes the whole bill of materials as amain item. The individual components are displayed as lower-level items.There are two ways to process a bill of materials in Sales. Once you have entered a bill ofmaterial in a sales order, the system runs pricing, inventory control, and deliveryprocessing at:
  • 73. - Main item level if the material is assembled, or- Component level if the material is not assembledThe type of processing used by the system is determined by the item category group thatyou enter in the material master record for relevant materials.Processing at Main Item LevelIf you want the system to carry out pricing, inventory control, and delivery processing atmain item level, enter ERLA in the Item category group field of the Sales: sales org. 2screen in the material master record of the finished product. This means that thecomponents only function as text items and are not relevant for delivery. The followinggraphic shows how a bill of material is processed at main item level.Processing at Component LevelIf you want the system to carry out pricing, inventory control, anddelivery processing at the component level, enter LUMF in the Itemcategory group field of the Sales: sales org. 2 screen in the materialmaster record of the finished product. In this case, only thecomponents are relevant for delivery. During processing the systemautomatically creates a delivery group. The latest delivery date amongall the components becomes the delivery date for the entire deliverygroup.How to Know that Sales BOM is working or not?I have set up a sales BOM. How do I know or test that is is working or not?Once you enter a material (for whch you have created a BOM thru CS01) in the sales docanother material pops under the main material line item as a sub-item (s). If it doesntthen your BOM isnt working.In my experience BOMs work if all maintenance has been done properly.A number of things to check is:1. The bom hasnt been defined for the plant used, or you havent defined the plant in SO.2. Main item category - has BOM application SD01 been assigned to it?3. Item categories for main items and sub-items have not been mainteined properly.4. Sales items maintenance - You should assign item categories for BOM header itemsand sub-items to a specific sales doc.
  • 74. 5. Has the BOM itself been configured properly (i.e. right plant, BOM usage 5)?6. Are you trying it out on an order created after all BOM maintenance was done?7. Also , whats the Structure scope set as? Anything except C may be useful here? Wehave that set to A, since our BOMs are all single-level. You could set it to B if BOM areconfigured multi-level.Those are probably main reasons why BOM shouldnt work. Apart from that, just re-check your whole config - the truth is out there somwhere.What Is BOM Referring to SAP SD What is bill of material?By: MikeBILL OF MATERIALSWe need to maintain Material master records for the BOM Item and for the componentsalso.The item category group of the BOM items is ‘ERLA/LUMF’ and the item category is‘NORM’.Creating BOM item:- Logistics- Sales and distribution- Master data- Products- Bills of material- Material BOMCS01 createSpecify the data for the following fields.Material: Specify the material for which components are to be maintained.Plant: Specify the plant of BOM item.BOM usage: Specify the application in which BOM is maintained (5 for SD).Alternative BOM: Specifies the sequence of a BOM within a group of BOMs.(L = stock item N = Non-stock item)
  • 75. In the overview screen specify the components which makes the main item and thecorresponding quantities and save it.Note: During sales document processing if we enter the BOM item the systemautomatically determines corresponding components.1) For the BOM to be exploded in the sales document the following customizing settingis required.A) If the item category group is ERLA the item category of the BOM is TAQ, in thedefinition of which we have to specify the value A (Explode single level BOM) in thestructure scope.B) If the item category group is LUMF the item category of the BOM item is TAP in thedefinition of which we have to specify the value A in the field structure scope.2) If the item category group is LUMF the system shows price for the components but notfor the BOM item. For this the following customizing setting is required.A) The item category of the BOM item is TAP which is not relevant for pricing, so theBOM item is not Priced.B) The item category of the components is TAN which is relevant for pricing, so thecomponents are priced3) If the item category group is ERLA the system shows price for the BOM item but notfor components. For this following customizing setting is required.A) The item category of BOM item is TAQ, which is relevant for pricing, so the BOM ispriced.B) The item category of components is TAE which is not relevant for pricing, so thecomponents are not priced.While creating sales document to get the list of alternative BOMs in the definition itemcategory of BOM item we have to check the field “Manual Alternative”24-07-2007ITEM CATEGORY DETERMINATION FOR BOM ITEMSD type ITCaGr Usg HLItCa DftItCaOR ERLA TAQOR NORM TAQ TAEOR LUMF TAPOR NORM TAP TANOR NORM TANOR NORM TAE TAE
  • 76. OR NORM TAN TAENOTE: A – Explode single level BOM item B – Explode multi level BOM item CS01 – Transaction code for creating BOM ItemStatistical value ‘x’ or ‘y’Make TAP relevant for pricing but values for statistical only. Pricing Customization For Sales BOMWhat are the steps of customization to pricing for header level or item level then?By: JohnYou can create a sales bom, and price it at header level or sub level.If you want to assemble the products and depending upon the assemblies you want toprice. For eg. if the customer asks for a certain combinationa of Material A, B and Crespectively, then you create a Material Master record Material D with item categorygroup as LUMF. While the Materials A, B and C are created with standared itemcategory groups NORM only.Then create a sales BOM using Tcode CS01 and enter the following details:Material : Material DPlant : Plant in which you created the material.BOM Usage : 5 (Sales and Distribution)then give the Materials A, B, and C and give their respective quantities.Before you have to create pricing condition records for Materials A, B, and C.Then configure the item categories ( T - code : VOV4).When processing the sales order, just give the Material D and the system will pick up thecorresponding assemblies for that material and populate in the order.The item category for the header item will be TAP and the item cateory for the items willbe TAN.In this cas the Material D is called as the higher level Item , and all the assemblies arecalled as the sub items. Here the subitems are relevant for pricing and delivery where asthe header item is not relevant for neither pricing nor delivery. It just acts as a text item.This type of configaration of BOM is known as pricing at item level. This is usedwhen you dont know what quantities of assemblies the customer is going to order and ifthe price of the assembly keeps varies.
  • 77. There is another way of configaring BOM which is pricing at header level. Thedifference is that the Material Master D has to be confugured using the item categorygroup ERLA.Creation of BOM is same.But you need to maintain the pricing condition record for the header item.The item categories in this case would beHeader item : TAQSub item TAE;Where the header item is relevant for pricing and delivery. and subitems are not relevantfor neither the pricing nor the delivery. Depending upon your requirement you configureaccordingly.In Summary:-->Befor going to create sales BOM you need to create:Master data for that Header Material and Components in the MM01 transaction.-->If you want Header price you create Header Materil with ERLA Itemcategory group.-->If you want pricing at item level you create header material with LUMF Itemcategorygroup.-->To create Sales BOM go to the transaction CS01 there you give enter the dataHeader Material which you have created in the MM01 transaction.Delivering Plant.BOM Usage as 5 (Sales and Distribution)***Then proceed with enter system will take you the BOM detail screen here youmaintain the details of the components (How many components you need to make aHeader material)-->Check the item category determinetion settings in the transaction VOV4.-->Maintain the Pricing procedure according to that.-->Now you can create sales order with the BOM material Process Flow for 3rd Party Sales
  • 78. Customize the third party sales in summary:1. Create Vendor XK01 2. Create Material – Material Type as "Trading Goods". Item category group as"BANS".3. Assign Item Category TAS to Order type that you are going to use.4. A sale order is created and when saved a PR is generated at the background5. With reference to SO a PO is created (ME21N). The company raises PO to the vendor.6. Vendor delivers the goods and raises bill to company. MM receives the invoiceMIRO7. Goods receipt MIGO8. Goods issue 9. The item cat TAS or Schedule line cat CS is not relevant for delivery which is evidentfrom the config and, therefore, there is no delivery process attached in the whole processof Third party sales.10. Billing *-- Seema DharSD - 3rd party sales order Create Sales OrderVA01 Order Type Sales org, distr chnl, div Enter Sold to PO # Material Quantity Enter SaveSD - 3rd party sales order View the PR that is created with a third party sales orderVA01 Order Number Goto Item Overview Item ->Schedule Item
  • 79. SD - 3rd party sales order View the PR that is createdME52N Key in the PR number SaveSD - 3rd party sales order Assign the PR to the vendor and create POME57 Key in the PR number Toggle the "Assigned Purchase Requisition" Execute Check the box next to the material Assign Automatically button Click on "Assignments" button Click on "Process assignment" The "Process Assignment Create PO" box , enter Drag the PR and drop in the shopping basket SaveSD - 3rd party sales order Receive GoodsMIGO_GR PO Number DN Number Batch tab , click on classification Serial Numbers tab Date of Production Flag Item OK Check, just in case Post SaveSD - 3rd party sales order Create InvoiceMIRO Invoice Date Look for the PO , state the vendor and the Material Check the box Clilck on "Copy" Purchase Order Number (bottom half of the screen) Amount State the baseline date Simulate & Post Invoice Number *Invoice blocked due to date varianceSD - 3rd party sales order Create a delivery orderVL01N In the order screen , go to the menu Sales Document , select "Deliver"
  • 80. Go to "picking" tab State the qty and saveSD - 3rd party sales order Create a billing documentVF01 Ensure that the delivery document is correct in the Enter Go to edit -> Log Save Cross Selling : How To Configure(1) Cross Selling: How to configure and the menu path details.(2) While creating individual order I face one error Plant not assigned toControlling Area: How to configure controlling area and menu path.(3) Menu of path of subsequent Delivery Free of Charge.By : AhmednspCross selling is a concept by which the business can improve the sales. By using thisconcept the business can offer combination material for ordered material.Ex: If the customer placed for the order for computer then computer stand can besuggested as a combination material. It can be mapped by using cross selling concept thatuses condition technique.When the user raises the sales order and specifies ordered material then systemautomatically pup-up a box in which system displays suggested materialConfiguration settings:1) Define determination procedure for cross selling:Path:- IMG- SD- Basic function- Cross selling- Define determination procedure for cross sellinga) Create condition table:Here we define condition table ex: - material
  • 81. b) Maintain access sequence:Here we define access sequence ex: C001 and assign condition table ex:011 that wedefine in previous step.c) Define condition type:Here we define condition type C001 and assign it to access sequence C001 that we definein previous step.d) Maintain procedure:Go to new entries and define cross selling profile Ex: CS0001 and assign our conditiontype C001 that we define inthe previous step.2) Maintain customer/document procedures for cross selling:a) Define customer procedure for cross selling:Here we define customer cross selling profile Ex: "B" -- cross sellingb) Define documents procedure for cross selling:Here we define document cross selling procedure ex: `B"- cross sellingc) Assign document procedure for cross selling to sales document:Choose sales document type "OR" and assign document cross selling procedure ex: "B"3) Define and assign cross selling profile:a) Define cross selling profile:Go to new entries, specify cross selling profile key with description- Specify cross selling pricing procedure (CS0001)- Assign the pricing procedure (RVA001)- Specify cross selling dialog box indicator WIf it is "A" – dialog box appears only in request.It is blank – dialog box appears in request and after date is releasedCheck cross selling ATP indicator: If you check it , system carry out ATP check for crossselling product.b) Assign cross selling profile:- Go to new entries, specify sales area- Specify customer cross selling procedure –B- Specify document cross selling procedure – B- Assign cross selling profile -- CS0001Maintain condition record for cross selling (VB41):Path:- Logistics- SD
  • 82. - Master data- Products- Cross selling- VB41Specify condition type C001Specify the order material, select condition line itemClick on alternative material icon and maintain alternative material with cross sellingdelivery conditions optionsBlank – Out bond delivery takes place regardless of main item"A" -- Out bond delivery only if main item has been partially deliveredGo to VD02, sales area section of sales tabAssign customer procedure for product proposal - BSave it and exitGo to VA01; raise the sales order with order material check the effect.4) Path to created controlling area:Img-->Ent Str-->Defintio-->Controlling-->Maintain Controlling Area ,here you can create controlling areaAn Example Of Third Party SalesScenario:2 companies are created in system - India & Singapore Customer places sales orderfor particular material on Singapore. Singapore is not able to produce the same.They pass on the order to India for processing. After processing India ships thematerial directly to the customer along with necessary documentation. Invoice copyis passed on to Singapore. Final Commercial Invoice will be raised by Singapore.How can the above scenario handled?By: BalajiYou can do this using third party sales.The third party sales process is as under.1) Singapore company creates an order for the singapore customer.2) Because of the configuration settings of the sales document type, item category &schedule line category, as soon as the order is saved a PR (purchase requisition) isautomatically generated. This is converted into PO (purchase order) and sent to the indancompany.
  • 83. 3) Indian company supplies the material directly to the singapore customer.4) Indian company sends the invoice to the singapore company.5) Singapore company does the invoice verification in MM using tcode MIRO.6) Singapore company raises the invoice to the singapore customer.In standard SAP, item category TAS is used for this. The schedule line category is CS.Here you can see a field order type with value NB. This triggers the automatic creationof the PR.Plus in the material master also you need to do certain settings.1) If you are always following a third party process for a material then you have to createthe material using item category group BANS. The procurement type should be markedas external procurement (F) in MRP 2 view of the material master record.2) If you are not always allowing third party order processing then you can create amaterial master record with item category group as NORM and the procurement typeshould be marked as (X) meaning both types of procurement (in house manufacturingand external procurement).In the item category the billing relevance should be F.What is the Difference/Similarities between LIS and SIS The Logistics Information System (LIS) is made up of thefollowing information systems: • Sales Information System • Purchasing Information System • Inventory Controlling • Shop Floor Information System • Plant Maintenance Information System • Quality Management Information System • Retail Information System (RIS) • Transport Information System (TIS)Out of this SIS (sales information system ) is one.In the standard system, the following information structures are available in the SalesInformation System:
  • 84. • S001 "Customer" • S002 "Sales office" • S003 "Sales organization" • S004 "Material" • S005 "Shipping point" • S006 "Sales employee "These information structures form the data basis for the respective standard analysis ofthe same name.In addition to the above information structures, the standard shipment also includesinformation structures that are used internally (S066/67 Credit Management, S060 rebateprocessing and S009/14 sales support).I am trying to see the standard analysis for the customer in MCTA transaction.But it is not showing all the invoices which I done in a day. It shows only a latestcreated invoice details.MCTA is reading data in table S001, which will not give invoice details as this is asummation of data based on the billing date. T-code MCVV will allow you to simulatehow a single invoice would update all SIS structures.You would need to create a custom SIS structure and add the invoice as a characteristic.Use S600 - S999 in the customer namespace then MCSI to execute any custom reports.Run MC22 and re-generate your info-structure (make sure you play with S001).Create new invoices and run MCTA again.Availability Check on QuotationSAP standard does not do an availability check on the quotation, as it is not adefinite order, usually just a pricing quote.When it is converted to an order, the first availability check is carried out, as well ascredit checks. The system will check stock in the plant, plus what is contained in theavailability checking rule (scope of check) eg: can add POs for replenishment, purchasereqs, different planned orders, and subtract sales orders, deliveries etc already createdagainst that material in that plant (and possibly Storage location).If there is enough stock in the plant/SLoc, the system will give you a confirmed date, orgive you a date based on the production time or purchasing time from the materialmaster. The date the system proposes is based on the customers requested delivery date.
  • 85. SAP first backward schedules looking at the required delivery date, less transportationtime, less transportation lead time, less pick and pack time, less production/purchase timeif applicable. If the date it calculates is equal or later than today’s date, then it willconfirm the customer’s required date. If it falls in the past, SAP will then forwardschedule for today’s date, plus the times listed above to get the date when the customercan actually have it.ATP is the single most complex part of the SD module, depending upon how PP andMRP is set up.MRP works semi-separately, depending on how it is set up. Basically, MRP looks at thedemand on the plant, and if it the stock does not meet expected sales orders anddeliveries, it will create a purchase requisition (outside purchase) or requirement orplanned order (for production) to cover the shortfall. When MRP is started, it will turnthe PR into a PO or the requirement into a production order.SD material Determination based on availability checkFor SD material Determination you can create a Substitution reason and on theStrategy field, the following info. is available:Product selection in the background is performed on the basis of the availabilitycheck.We want to have the material determination only in case on material shortage. Weexpect the Substitution reason to give us this functionallity. It does not hovevertake the availabilty into account before substitution.We thought the worse case is to create a ABAP which is linked to the "requirement"field in the Procedure (OV13).Has anyone had the same requirement? Is this a bug or just incorrectlydocumented?I also encountered this abnormally recently using material determination. In order tocombat the problem, the first product substitution should be for the original material. Iveillustrated this below:Original Product: ABCSubstitutes: DEF, XYZIn order to perform product substitution ONLY in the case of ATP failure for productABC, structure the Material Determination record as follows:
  • 86. Material Entered: ABC Substitutes: ABCDEFXYZThere seems to be a devaition at availability check and or on a conceptual note still.Availability check can be configured both at requiremnt class and at the schedule linecategories level.Whilst the availabilty check at the requirement class level via global and mandatoryconfiguration the schedule line catgry availability check deals with the order.It is mandatory that the reqmnt class is flagged off for avlblty check and the schdelu linecat need not be.The following are the mandatory for Availability check to happen--1. Must be swithced on at the requirment class level and at the schedule line level.2. Reqmnt type must exist by which a requiremnt class can be found3. There must exist a plant and is defined4.Checking group must be defined in Material Master records(it controls whthr thesystem is to create individual or collective reqmnt)A combination of checking gropup and checking rule will determine the scope ofavailbaility check.Creating Multiple Materials in Material DeterminationMaterial Determination is used to swap one material for another.It is possible to get a listof materials for substituiton,but remember you can substitue only one material from thelist.This can be done through substituiton reason T Code [OVRQ]See the substitution reason number for Manual Material Selection- check the Entry box- check the Warning box- select A for Stategy- save.
  • 87. Go To VB11 to create Material Determination (taking into consideration that all theprevious steps for material determiantion i.e. maintaining condition types,maintainingprocedures for material determination and assigning procedures to sales doc. types havebeen done)Create one material determination,dont forget to give the Subst reason on top and also onthe line.Click the Variants Icon on top left-Sreen opensSpecify different materials you want to swap with the material you have enterdNote that the subst reason is already copied on the screenRemember materials should be of the same sales area,atleast Divisions should be same.Backward and Forward SchedulingBackward scheduling is the calculation of deadline dates: the arrival time at the customersite is calculated as the earliest possible goods receipt time at the customers unloadingpoint on the requested delivery date. All four of the delivery and transportationscheduling lead times are subtracted from the customers requested delivery date todetermine if this date can be met.The transit time, loading time, and pick/pack time are subtracted from the customer’srequested delivery date to calculate the required material availability date.The system calculates backward scheduling as follows:Requested delivery date minus transit time = Goods issue dateGoods issue date minus loading time = Loading dateLoading date minus transportation lead time = Transportation scheduling dateLoading date minus pick/pack time = Material availability dateBy default, the system will calculate delivery dates the closest day, taking intoconsideration the working days of the shipping point and a rounding profile. In this casethe system assumes a 24 hour work day and lead times can be entered in days up to 2decimal points. This is referred to as daily scheduling.Precise scheduling calculated down to the day, hour and minute is supported. This allowsthe scheduling of a delivery within a single day. It is activated by maintaining theworking hours for a particular shipping point.
  • 88. Backward scheduling is always carried out first. If the material availability date ortransportation scheduling date is calculated to be in the past, the system must then useforward scheduling.Forward scheduling is also done if no product is available on the material availabilitydate calculated by backward scheduling. The system does an availability check todetermine the first possible date when product will be available. This new materialavailability date forms the starting point for scheduling the remaining activities. Theloading time, pick/pack time, transit time, and transportation lead time are added to thenew material availability date to calculate the confirmed delivery date.Configuring Availability Check Through CheckingGroups 1. The checking group + checking rule determine how the availabilitycheck is to be performed.2. The checking group determines whether and how the system checks the stockavailability and generates requirements for material planning. The checking groupdefines what type of requirements will be passed on i.e. summarized requirements(daily/weekly) or individual requirements for each sales order.3. The checking rule applies to how the availability check is to be carried out at thetransaction level. Note that you must define checking rules for each individualapplication such as for production orders for example. In Sales and Distribution, thechecking rule is specified internally within the system and cannot be changed.4. The checking rule, in conjunction with the checking group, determines the scope of theavailability check for every business operation; that is, which stocks, receipts and issuesare to be included in the availability check and whether the check is to be carried out withor without the replenishment lead time.5. Briefly explaining the above – checking group determines which type of requirementto be passed on to MRP whether it be individual or summarized and checking rule whichis at the transaction level and can be configured independently for each applicationmodule, determines which stocks, receipts and issues to be taken into account. Forperforming an availability check checking group has to work in conjunction withchecking rule.6. Advantages of individual processing over summarized processing –Backorder processing is possible.You can access (MD04) order, line and schedule line individually which gives a greatercontrol on available stock and requirements placed on stock.The system automatically uses individual requirements in case of special stock items.
  • 89. 7. Required data for the Availability check to be carried out –The Availability check must be switched on at the requirement class level.The Availability check must be set at the schedule line level.A requirements type must exist by which the requirements class can be found.A plant must be defined in the sales order for each schedule line item (in other wordsplant must be defined for every material in MMR).A checking group must be defined in the material master record in the MRP3 screen inthe availability check field.8. Configuring Availability check and defining Checking Groups –Checking groups are introduced into the sales order based on the setting in the materialmaster record.SAP standard checking groups are 01 – summarized requirements and 02 – individualrequirements or you can create your own by copying the standard ones.Total sales and total deliveries columns are there to configure a checking rule to sum uprequirements to post to MRP either individually or by day or week.Block quantity required can be set if you want several users to be able to process thematerial simultaneously in different transactions without blocking each other.The no check indicator is CHECKED when you DO NOT want the system to carry outATP check.9. Defining material block for other users – the block check box is an indicator thatenables you to block material master records of a particular material during theavailability check and restrict other users from accessing same master record and reservethe material. If the block is not set, two users can confirm the same material at the sametime for two different orders, not knowing if the stock is available or not. If you selectthis field, the material is blocked during the availability check and other users cannot: a)Make changes in the material master record. b) Create purchase orders for the material.C) Create orders for the material.10. Defining default values for checking groups - Checking groups are introduced intothe sales order based on the setting in the material master record.However if there is no entry present in the material master record for the checking group,a default value can be set here, depending on material type and plant.This default value will be used by the system depending on the material type mentionedin MMR and plant in sales order.If an entry exists, this default value is over written by MMR.11. Controlling Availability Check – in this section, you tell the system what stock onhand and what inward and outward movements of stock it must take into account whenperforming the availability check in addition to whether or not to consider thereplenishment lead time.12. These settings are based on the checking group that is assigned to the material masterrecord and the checking rule that is predefined and assigned to the sales and distributiontransaction.
  • 90. 13. These settings carry out control both for sales order and delivery as well. This is dueto the fact that you may want to include specific stock or incoming stock for the salesorder, yet at the time of the delivery only include physical stock on hand waiting to beshipped.14. It is possible to indicate to the system that you would like the availability check NOTTO CHECK the stock at the storage location level. This indicator is used to set the scopeof the availability check.15. It is used to switch off the check at storage location level. You create a reservation fora particular storage location. However, the scope of the availability check is set in such away as to exclude the storage location. In this case, the system carries out the check atplant level only and does not take the storage location into account that is specified in thereservation.16. Should you not want the system to automatically check RLT, you may indicate sohere. RLT is the time taken for a material to become available. It is only used when doingan ATP check and is taken from MMR.17. Defining the elements in the availability check entirely depends onthe business needs, but a few tips are given under –When controlling the Availability check at the time of the sales order,a purchase requisition does not necessarily indicate by it is going tocome into the plant.A shipping notification on the other hand - a confirmed purchase order– is a good indicator of receiving stock on a specified date.It is always recommended not to select the shipping notifications forthe delivery requirements type as you may not actually receive thestock into plant or warehouse for which you are creating a delivery.Back Order Processing Using CO06 and V_V2 What are the difference between CO06 and V_V2 ? Both seem tobe backorder rescheduling transactions.CO06 - Material - Back order Processing (rescheduling program SAPLATP4)V_RA - SD Document - Backorder Processing (rescheduling program SAPMV75B)V_V2 - Execute Rescheduling/ Rescheduling Sales and Stock Transfer Documents: bymaterialThe rescheduling program (SDV03V02) behind the V_V2.
  • 91. CO06 confirmed qty cant be changeI want to change the confirmed qty in orders and use tcode CO06, but it prompt "please select a line that can be changed". I selected the blue line ... can someone tellme why the confirmed qty cant be changed, any restrict condition if I want tochange it?Run the report SDRQCR21 for the said material/plant and then check if its confirmationfrom CO09 goes out or not.This report is basically is run in case of inconsistency of stock, removal of confirmationof stock and if some stock is blocked under some unwanted processes like old SOs,deliveries, STOs etc then that stock can be released via this report.Confirm quantity in schedule lineIm using service material in my sales order and I need the schedule line to confirmthe quantity always in the actual day (not depending on the delivery date)."Purchase requisition with delivery scheduling" is not checked and still the quantityis not confirmed on the sales order date (todays date).What I need is:- Create a sales order with todays date: 29-09-2009- Schedule line: quantity confirmed on todays date 29-09-2009But my quantity is confirmed for the next day. Im using service material.To solve your issue:T. Code: VOV8Select your Sales Doc. type and Double-Click.In Tab: Shipping,Check Box: Immediate Delivery (press F1 to read more about this functionality).Note: There are few more settings that you may check:1. T. Code: OVLZField: Pick/pack time wrkdys whether you have maintained any value. It should havebeen blank.2. T. Code: VOV8
  • 92. Check how many days mentioned in Lead time in Days. If it is mentioned any days,remove it.3. T. Code: OVZ9Checked the Box: Check without RLT .4. Check in material master MRP2 view how many days are maintained for the fields In-House production and GR Processing Time.See The Scope of ATP Check How to see the scope of ATP check?When we creat a sales order, we can only confirm the delivery of goods, for the requireddelivery date if the goods are available for all the necessary processing activities whichtake place before delivery.Types of availability check:There are 3 types of availability checks in sales document processing:1. Check on the basis of ATP quantities (Available To Promise)2. Check against Product Allocation3. Check against planning.Check on the basis of ATP QuantitiesThe ATP quantity is calculated from the ware house stock,The planned inward movements of stocks (purchase orders, planned orders, productionorders, etc) andThe planned out ward movements of stock (Sales orders, delivery documents, etc.)This type of check is performed dynamically for each transaction with or withoutreplenishment lead time (RLT).RLT : It is the time that is needed to order or produce the requested material, the systemdetermines the RLT according to specific times maintained in the material master record.Depending on the material type RLT can be calculated according to various time periods.For ex: In the case of trading goods it is determined according to the planned deliverytime, purchase processing time and the goods receipt processing time.
  • 93. Availability check including RLT:Availability is checked up to the end of Replenishment Lead Time. If the materialavailability data is calculated on the basis of current date to lie after the RLT, item it selfcan be confirmed despite insufficient stock being available. In this case the systemassumes that any quantity requested by the customer can be procured by the materialavailability date and consider the goods to be available.Controlling availability check in sales document processing.We need to customize SD Specific settings and General SettingsGeneral Control Features: The following control elements need to be maintained incustomizing and in the material master record.1. Strategy group: The allowed planning strategies i.e. the main strategy and furtherpossible strategies are combined in a strategy group. It is specified in the Material MasterRecord in MRP3 view.Note: In customizing, the strategy groups are assigned to MRP groups depending on thePlant so that the strategy group is automatically proposed in the Material Master.2. MRP group: The MRP group combines the material from the point ofmaterial requirements planning which is specified on the MRP1 view inthe Material Master Data.SD Specific Control Features:1. Requirements class: It controls all control features for planningand is also specifies whether the availability check is to take placefor materials in the SD documents on the basis of ATP quantities andwhether the requirements are to be passed on.SPROSales and distributionBasic functionsAvailability check and transfer of requirementsAvailability checkAvailability check with ATP planning or against planningDefine procedure by requirement classChecking groups:Checking group controls whether the system is to create individual orcollective requirements in sales and shipping process. In addition amaterial block for the availability check with transfer of requirementscan be set here. The checking group can also be used to deactivate theavailability check.SPROSales and distributionBasic functionsAvailability check and transfer of requirementsAvailability checkAvailability check with ATP planning or against planning
  • 94. Define checking groupsChecking rule: We use the checking rule to control the scope ofavailability check for each transaction the SD process.Checking rule in the combination of checking group determines the scopeof availability checkCreating checking ruleSPROMaterial managementPurchasingPurchase orderSet up stock transport orderCreate checking ruleScope of availability checkSPROSales and distributionBasic functionsAvailability check and transfer of requirementsAvailability checkAvailability check with ATP planning or against planningCarry out control for availability checkGo to New Entries and define the scope of check in the combination ofchecking group and checking rule.The following elements can be involved in the availability checkSTOCKS:[]Include safety stocks: Minimum stock at plant/ware house[]Stock in transfer[]Include quality inspection stock[]IncludeInward movement Out ward movementPurchase orders Sales requirementsPurchase requisitions DeliveriesPlanned orders Release orders etc.Production ordersIf we do not check the field [] ‘check without RLT’ the systemconsiders RLT while checking the availability of the materialNote: Blocking the material for availability checkSPROSales and distributionBasic functionsAvailability check and transfer of requirementsAvailability checkAvailability check with ATP planning or against planningDefine material block for other usersIf we check the field Block [] during the availability check of amaterial the users cannot make changes in the Material Master, cannot
  • 95. create PO, cannot create sales orders.Note: During the Material Master creation the system automaticallyproposes the checking group. Further the following setting is required.SPROSales and distributionBasic functionsAvailability check and transfer of requirementsAvailability checkAvailability check with ATP planning or against planningDefine checking groups default values.We need to assign the checking group to the combination of materialtype and plant.Settlement Downpayment with Installment paymentTermScenario :- Problem with Down payment settlement using installment payment term.1. When we create Sales order, (sales item value = 100) use payment term : 0009 (Installment Payment term, 30%, 40%, 30%). In the Billing Plan, I specify 2records, 1st record is Downpayment request 30% of Order value, billing type is FAZ . the 2nd record isFinal invoice 100%, billing type is F2.2. Create Billing type Down payment request , it will document as Noted item in theaccounting document.3. Receive Downpayment from customer via FI screen , at this stage the asccountingdocument is created as following Dr. Cash/Bank 30 Cr. Advance from customer 304. When I create Billing document for the sales item, the down payment value will beproposed for settlement at Billing Creation, I then accept the default value of down payment clearing. The accountingdocument is as below Dr. AR 30 (*split AR by installment payment term) AR 40 AR 30 Cr. Sales 100 Dr. Advance from customer 30 Cr. AR 9 (DP. 30% * 30)
  • 96. Cr AR 12 (DP. 30% * 40) Cr AR 9 (DP. 30% * 30)It seems SAP settlement Down payment by Installment Payment term. I was wonderingthat is there are alternative or an option to setup the Down payment settlementindependent of Installment term. I meant, I dont want to have the last 3 Credit item asabove, I want only 1 line item of credit, the accounting should be Dr. AR 30 (*split AR by installment payment term) AR 40 AR 30 Cr. Sales 100 Dr. Advance from customer 30 Cr. AR 30 (Not separate by Installment payment term)Solutions : Suggesstions on how I could proceed?Your problem with Down payment settlement is common. Many users object to the downpayment or security lodgement mechanism. In our case we often park and apply theadvance manually to final invoice.However, following the above case we sometimes use this with our PS orders:1. Create Sales order, (sales item value = 100) with billing plan with three steps 30%down payment,30% std billiing on order completion and 70% on delivery. A little different to your original Billing Plan,but 1st record is Downpayment request 30% of Order value, billing type is FAZ . the 2nd & 3rd records are std F2invoices 30% ,70%.2. Create Billing type Down payment request , it will document as Noted item in theaccounting document.3. Receive Downpayment from customer via FI screen , at this stage the accountingdocument is created as following :- Dr. Cash/Bank 30 Cr. Security deposit payment 30 ( In many countries this may be subject to TAXlaws)4. Create the First Billing documents , the down payment value will be proposed forsettlement at Billing Creation, then accept the default value of down payment clearing as these equal each other. Theaccounting document is as below Dr. AR 30 Cr. Sales 30 Dr. Advance from customer 30 Cr. AR 30
  • 97. 5. Create the Second Billing document ( down payment value has expired and will not beproposed) The accounting document is as below is then standard for the last installement. Dr. AR 60 Cr. Sales 60This alternative provides a cleaner option with the Downpayment.Sales and Distribution - Upload Condition PricingRV14BTCI - Batch Input for Uploading Condition PricingAfter executing the program, you have to use SM35 to process the update program.Envirionment : 4.6xRequire flat file :-ROW 1 BGR00ROW 2 BKOND1ROW 3 BKOND2 - no scaleROW 4 BKOND2 - no scaleROW 5 BKOND3 - with scaleROW 6 BKOND2 - no scaleSample flat file for uploading table A305 - Customer/Material with release status :-0BIPRICE 123SAPABAP X1VK15 A305V PR002ALL 990000123456SAP82041421002002043020020401 50USD 100PC2ALL 990000123456SAP82171681002002043020020401 50USD 100PC3 100PC 23 200PC 12ALL 990000123456SAP8220133910There a total of 4 flat file format :-BGR00 - Session Header Record------------------------------------------------------------------------------------------
  • 98. | Field name | Description | Report header | Cat.| Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 0 | CHAR| 000001 | 000000 || GROUP | Group name | BI Session Name | CHAR| 000012 | 000000 || MANDT | Client | Your client no | CLNT| 000003 | 000000 || USNAM | User ID | Queue user ID | CHAR| 000012 | 000000 || START | Lock until: | Queue start date | DATS| 000010 | 000000 || XKEEP | Keep indicator | X - dont delete SESS| CHAR| 000001 | 000000 || NODATA | No batch input | / | CHAR| 000001 | 000000 |------------------------------------------------------------------------------------------BKOND1 - Header Record------------------------------------------------------------------------------------------| Field name | Description | Report header | Cat.| Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 1 | CHAR| 000001 | 000000 || TCODE | Transaction code | TCode = VK15 | CHAR| 000020 | 000000 || KVEWE | Usage | U | CHAR| 000001 | 000000 || KOTABNR | Table | Table e.g. 305 | CHAR| 000003 | 000000 |
  • 99. | KAPPL | Application | App e.g V | CHAR| 000002 | 000000 || KSCHL | Condition type | CTyp e.g PR00 | CHAR| 000004 | 000000 |------------------------------------------------------------------------------------------BKOND2 - Main Data Record------------------------------------------------------------------------------------------| Field name | Description | Report header | Cat.| Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 2 | CHAR| 000001 | 000000 || VAKEY | VarKey | VarKey | CHAR| 000100 | 000000 || DATBI | Valid to | Valid to | DATS| 000010 | 000000 || DATAB | Valid on | Valid on | DATS| 000010 | 000000 || KBETR | Amount | Amount | CHAR| 000015 | 000000 || KONWA | R/2 table | R2tab | CHAR| 000005 | 000000 || KPEIN | R/2 table | R2tab | CHAR| 000005 | 000000 || KMEIN | | | CHAR| 000003 | 000000 || MWSK1 | Tax code | Tx | CHAR| 000002 | 000000 |
  • 100. | KONMS | Scale UoM | UoM | UNIT| 000003 | 000000 || MXWRT | Amount | Amount | CHAR| 000015 | 000000 || GKWRT | Amount | Amount | CHAR| 000015 | 000000 || STFKZ | Scale type | S | CHAR| 000001 | 000000 || KZNEP | Exclusion | CndEx | CHAR| 000001 | 000000 || LOEVM_KO | Deletion indic. | D | CHAR| 000001 | 000000 || SKONWA | R/2 table | R2tab | CHAR| 000005 | 000000 |------------------------------------------------------------------------------------------BKOND3 - Scale Data Record------------------------------------------------------------------------------------------| Field name | Description | Report header | Cat.| Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 3 | CHAR| 000001 | 000000 || KSTBM | Quantity | Quantity | CHAR| 000018 | 000000 || KONMS | Scale UoM | UoM | UNIT| 000003 | 000000 || KBETR | Amount | Amount | CHAR| 000015 | 000000 |------------------------------------------------------------------------------------------
  • 106. User Exits on Sales and Distribution Where to find the User Exits on Sales and Distribution along withfunctionality?To see the detail go to SPRO --- Sales and Distribution ---- System Modifications ---User ExitsThere you will find all the details by checking IMG Activity Documentation. You willhave User exit for - Sales Document Processing.This IMG step describes additional installation-specific processing in sales documentprocessing. In particular, the required INCLUDES and user exits are described.Involved program componentsSystem modifications for sales document processing affect different areas. Depending onthe modification, you make the changes in the program components provided:- MV45ATZZFor entering metadata for sales document processing. User-specific metadata must startwith "ZZ".- MV45AOZZFor entering additional installation-specific modules for sales document processing whichare called up by the screen and run under PBO (Process Before Output) prior to output ofthe screen. The modules must start with "ZZ".- MV45AIZZFor entering additional installation-specific modules for sales document processing.These are called up by the screen and run under PAI (Process After Input) after data input(for example, data validation). The modules must start with "ZZ".- MV45AFZZ and MV45EFZ1For entering installation-specific FORM routines and for using user exits, which may berequired and can be used if necessary. These program components are called up by themodules in MV45AOZZ or MV45AIZZ.You will find all User Exits on Sales and Distribution along withfunctionality.
  • 107. Basic Process of how Packing WorksLets say you want to pack a material shirt_jai in test_pack.Using MM01, create material type=packaging test_pack[SPRO]IMG-Logistics Execution-Shipping-Packing-Define Packaging Material TypesLets say JPAC. The settings that I chose:Plant determ. - Plant is entered manually in handling unitPack. matl. cat. - Packaging materialsGenerate Dlv. Items - blankNumber assignment - Number range interval HU_VEKPIMG-Logistics Execution-Shipping-Packing-Define material group for packaging materialLets say JGRPIMG-Logistics Execution-Shipping-Packing-Define allowed packaging materialsJGRP - JPACMM02: Check settings for the materialsFirst, test_packSales:General/Plant -> Matl. Grp. Pack. Matls: JGRP (Note)Sales:General/Plant -> Packaging Mat. Type: JPAC (Note)Basic Data 1 -> Material: JMATThen, shirt_jaiSales:General/Plant -> Matl. Grp. Pack. Matls: JGRPSales:General/Plant -> Packaging Mat. Type: -Basic Data 1 -> Material: JMATVL01N Outbound Delivery -> PackingEnter the materials at top and at bottom(Select shirt_jai andEdit - Pack)
  • 108. This is how the basic process of packing works.The "Packing Process" with an ExampleExample:You created a order for a material(R-1160 - hard disks) for a qty - 120 pieces.You need to create a delivery andA)pack 40 pieces each of the material are grouped together into larger cardboard boxes(PK-100 - shipping/packing material) andB)these 3 cardboard boxes are put into pallet (PK-095).Solution:A)Packing 40 pieces each of material (40 x 3 = 120 pieces)1)Goto [VL02N] to change the delivery, you already created.Or you can do the following steps while you are creating a delivery also.2)Go to "pack" icon.3)In the upper section, enter the "packing material" (PK-100)4)In the lower section, change the "partial quantity" to 40 of material R-1160.5)Select both the lines of upper section and lower section and click the green ok. Itgenerates a shipping unit/handling unit number.6)Now, select both lines of upper & lower section & click the button "per part. qty" (NewHU per part qty of material)Check: click "General Overview" icon to see whether it packed 40 pieces of material in 3cartons.B)Packing all 3 cartons in one big carton(PK-095)1) from above screen, click "pack HUs" (pack shipping unit)2)enter the packaging material (PK-095) in the upper section and select this line.3)select 3 lines of PK-100 in lower section since you want to pack them in PK-095.4)selecting both lines, click "pack" icon.5)Now all the 3 cartons(PK-100 with 40 pieces each of material) are packed in one bigcarton (PK-095).Check: "General overview" icon.Then "save" the delivery.Difference between Condition TypePlease explain the difference between Ek01 ( Actual Cost) and EK02 CalculatedCost.
  • 109. These are the condition type that will display the results of the unit costing for certaintype of sales document.EK01 :If you use this condition type, the result of unit costing is issued to the first position onthe conditions screen for the item. The value can be used as a basis for pricedetermination.EK02:If you use this condition type, the result of unit costing is simply a statistical value whichyou can compare with the price.Please note the following points :1) The condition type must have condition category Q (costing).2) The condition type must agree with the condition type defined for unit costing in thepricing procedure.I have a customer who is being offered two discounts ie k007 and k005, now I wantto exclude k007 for the next 2orders or so? I have set the exclusion indicator for the condition type,but still thecondition is being accepted when I create a sales order. Am I missing something,how do I do it?I think u need to change the validity of the condition record for the condition type K007defining it not valid for that particular 2 months. And also the settings of theRequirements as it is correct that it overrules the exclusion.Accumulate the amount of condition types inaccounting documentTo accumulate the amount of condition types in accounting document without affectingthe pricing display in billing document.As an illustration :-ZPXX 3500ZDXX 1000-ZWXX 500-(all condition types are shown separately in pricing view)
  • 110. Journal:Dr Vendor 2000Cr Sales 2000 (ZPXX - ZDXX - ZWXX)One way to do it is :-Mark the condition types you want to group as statistical and remove the accountassignment key.Create a subtotal in your pricing procedure that will add them together and put in theaccount assignment key for it. This way the individual components will still display onyour pricing screen but FI will only get one posting.Hiding Price Condition Types on a Sales DocumentUp to now you, you still cannot exclude certain condition types and subtotal lines frombeing processed or displayed in the condition screen by restricting the authorizations.You have to implement SAP Note No. 105621 - Authorization check for the conditionscreenCreating New Pricing ProcedureWhat is the transaction code for creating new pricing procedure and how to attachit to specific plant?You create PP in spro > Sales and Distribution > Basic Functions > Pricing > PricingControl > Define and Assign Pricing Procedures > Maintain Pricing ProceduresYou cant attach PP to specific plant. Pricing Procedure is determined thru trx OVKK.The defining parameters for pricing procedure determination are:1. SalesOrg2. Distribution Channel3. Division4. Document Procedure (defined in Sales docBilling doc maintenance)5. Pricing procedure assigned to customer (defined in customer master)Hope this helps.Sabir
  • 111. Reg pricing procedure.1. Use transaction code v/07 to create a access sequence and assign tables based on whichyou want to carry on pricing as accesses.2. Use transaction code v/06 to define condition type. It can be for base price, discount,freight etc., (Do assign relevant access sequence)3. Use transaction code v/08 to define pricing procedure.4. Assign this to your relevant sales area+ dpp+cupp.While specifying requirement, we can give reqt no.22 which specifies that plant has to beset. This is generally done for output taxes since output taxes depend upon the deliveringplant. But directly there is no assignment between plant and pricing procedure.Hope this helps,What is "alt cal type" & "alt base value" &"Requirement field" in the Pricing ProcedureCan any one explain exactly what is "alt cal type" & "alt base value" and also "Requirement field" in the pricing procedure?The alternate base value is used as the calculation basis only, while the alternatecalculation is used to modify the final value.For example, imagine you have a condition type ZZ01, with a condition recordmaintained (master data) for $100. Now, condition ZZ02 also exists lower in the schema,but with a rate of 10%. The standard calculation would result in a final value of $110.The alternate base value could say, "dont use $100 as the basis -- use the original pricePR00 only, which was $90." Then, the final value would be $100 + (10% of $90) =$109.The alternate calculation routine says, "ignore the 10% altogether. Instead, use anexternally calculated 20%." Then, you end up with a final value of $100 + (20% of $100)= $120.Put them both together, and you could end up with $100 + (20% of $90) = $118.Now once again,
  • 112. Alternative Calculation Type:Normally if you want to calculate a value you have to use a calculation type fordeterminating the value. This calculation type is either addition, subtraction ormultiplication. Similarly SAP also has got a default calculation type in the control data ofthe condition type. There you have the options of either Qty based , Fixed Amount Basedor Percentage based.Here what happens is suppose if you define Your condition type that calculates the baseprice of a material on Qty based. Then the calculation will be done based on the quantityof the material. If the customer orders 10 Nos and you have maintained a unit price of100 Rs for each material then the value determined is 1000 INR. Similarly if the discountcondition type , you maintain the calculation type as %. This means if you maintain thevalue of 10 % in the condition record. Then this percentage is taken as the calculationtype and the condition value is determined.In some cases you have to forego the default calculation types and use the customerspecific method for calculating a value. For ex if you are calculating the Freight chargesfor a Material . it depends on so many criteria like, the weight, volume and also theminimum amount etc etc, in those cases, you forego the default value and then use thealternative calculation type in calculating the condition value against the particularcondition.Alternative Condition Base value :If you have to calculate any value then you have to have a base value for it. For ex if youwant to calculate the discount of 10 % for a material then you have to have a base valueon which this 10% is calculated. Normally you take the condition value of the base priceof the material to calculate the value.Now you dont want to take the base value and take other values as base value which arederived on some formulae. So you create a routine which will do the mathematicaloperations in the routine and derive you a value which is now used as the base value forcalculating the condition value for a particular condition type.Requirement:A factor in the condition technique that restricts access to a condition table. The systemonly accesses a condition table to determine the price if the requirement specified hasbeen met.Example:The system uses an access sequence to determine the price of a material. One of theaccesses in the sequence contains the requirement "in foreign currency." The system onlyuses the table behind this access if the sales order for which the price must be calculatedis in a foreign currency.
  • 113. Re-pricing in a QuotationHow can I, or am I able to find anything on a way of RE-Pricing be done in aQUOTATION?You can always Update" pricing manually in a quotation the same way you do in a salesorder, either in create or change modes. Menu path Edit --> New Pricing or press theUpdate pricing button on the item conditions tab.If you are asking how to reprice a quotation when it converts into a sales order, that canbe done with the copy controls of the Item Category. IMG: Sales & Dist --> Sales --> -->Maintain Copy Control for Sales Docs --> Sales Doc to Sales Doc (transaction vtaa). Justchoose the combination of documents and the respective item category. The field youneed to be concerned with is "Pricing type".However, from a business process perspective it makes absolutely NO sense to reprice aquotation when converting to a sales order. After all, the entire point of using quotationsis to firm up details like pricing before creating the sales orderQuantity Based Discounts in Bulk Quantities SalesYoure looking to implement quantity based discounts in 4.6c. You are trying to sellitems in specific bulk quantities, and only give the discount for specific quantityintervals.For example, if a customer orders 1 piece, 2 pieces, 3, etc. of part ABC, the price is$100.If the customer orders 10 pieces of part ABC, the price is $50.However, this is not only a standard minimum quantity discount. If the customertries to order 11 pieces, 12, 13, etc. it should return $100 again.The only values for which $50 should apply are 10, 20, 30, etc. - multiples of the bulkquantity 10.You have discussed changing your part number to reflect a bulk qty of 10, howeveryou have in house consumption that is allowed to consume only 1 part at a time. Youwould vastly prefer to keep one part number that you order from the supplier,consume internally and ship externally.You are fairly certain there is basic functionality that covers this, but youre just notsure where to start.
  • 114. Taking your requirements literally. Standard SAP scale pricing will not do it in that youonly want the reduced price to come into effect when the order quantity is multiple ofsome bulk factor.It is agreed with that creating a separate material number is not a good idea.You can try this :-1. Define/Select a UOM for selling in bulk (i.e. cas, pallet, box whatever)2. Maintain UOM conversion between your base UOM and this new UOM3. Configure you bulk pricing condition type by usual means (it should be a base pricerather than discount).4. Place this new bulk price behind your normal "PR00" price in the pricing procedure5. Create a new condition base value routine via VOFM where you check XKWERT tosee if it is a whole number. If it is not then set XKWERT to zero.6. Assign this new routine to your bulk price condition in your pricing procedure in ALTcondition base value column.7. Maintain bulk price conditon record in the Bulk UOM.That should do it.Determine Sales Price with Shipping PointYou are trying to use shipping point as a key field (with sales org. distributionchannel and ship-to party together) to determine the sales price. You created acondition table with the above key fields, and maintained the relevant setting (accesssequence, condition type and pricing procedure).There is an error message in the sales order pricing analysis ("access not made" inthe shipping point field).In the access sequence, you found that the shipping point fields document structureis KOMK.Can you put to item level field in the condition table and access sequence?Structure KOMK refers to header of the sales order, but shipping point of course is onitem level.Youll have to do some settings to reach your goal, it is possible.Step 1Append structure KOMP. Do this by changing through SE11 the table KOMPAZ.This is the include for structure KOMP.Add a component e.g. ZZVSTEL with component type VSTEL.Save, activate.If you want to make more points, assign search help H_TVST to the component.Ask a programmer if you dont understand this part.
  • 115. Step 2Change user exit MV45AFZZ. Say there that field ZVSTEL should be filled withinformation from your shipping point.Do this under part FORM USEREXIT_PRICING_PREPARE_TKOMP.The coding should be like tkomp-zzvstel = vbap-vstel.Save, generate.Step 3Make a new table as you did before, but first maintain your new field in Condition:allowed fields.When you create your new table you will see you have two shipping points.With the button technical view you can check which one ZZVSTEL or VSTEL.Step 4Finish with the steps you did before. That was ok.Now, you will see in your sales order that the shipping point is filled with information.Pricing date based on delivery dateUsed transaction VOV8.This configuration is by order type.There is a field called proposal for pricing date.There you can select pricing date as requested delivery date.A - Proposed pricing date based on the requested (Header)This control is set at the document level as oppose to the condition type level (PR00).That means your other condition types such as surcharges and discounts are alsodetermined using the requested delivery date.If your requirement is for PR00 to alone to be priced at delivery date then this will notwork.Pricing date based on delivery dateUsed transaction VOV8.This configuration is by order type.
  • 116. There is a field called proposal for pricing date.There you can select pricing date as requested delivery date.A - Proposed pricing date based on the requested (Header)This control is set at the document level as oppose to the condition type level (PR00).That means your other condition types such as surcharges and discounts are alsodetermined using the requested delivery date.If your requirement is for PR00 to alone to be priced at delivery date then this will notwork.How pricing date is determine in the sales order andbilling document? Where is the setting?The pricing date is proposed based on the setting you make in the Sales documentconfiguration. ( T code : VOV8)You have a field" Prop.f.pricing date " in the Requested delivery date / pricing date /purchase order date segment.Then you can choose the follwoing options:Blank - Indicates the current date as the pricing dateA - Indicates the date based on the requested delivery dateB - Indicates the date based on the order validity start from dateAnd the pricing in the billing document is copied from thte sales order / Deliverydocument..It again depends on the setting u have in the copy control from order - billng or delivery -billing.In the copy control, in the item settings you have two fields relavant for this.One is pricing source and the other is pricing type.The pricing sources are generally the order. But if you want you can change it to othervalues mentioned in the drop down,but this values have no effect if the pricing type is B.Any other value other than B in the pricing type will take the reference document pricementioned in the pricing source field.but for the pricing type B. The new price is determined in the billing order.
  • 117. Report to Check the Entered Pricing Condition PriceWhich is the best transaction code to check the Pricing condition price entered in"VK11"?Other than "VK13", to display the price, you can use V/LD - Execute Pricing Report tocheck the prices entered into the Pricing Master.Normally Pricing Report - "07 Cust.-specific Prices with Scale Display" will do.Other Pricing Reports you can tried are these:---------------------------------------------------------------------------|LR|Reporttitle |--------------------------------------------------------------------------|01|Comparison of Price Lists Without ScaleDisplay ||02|Comparison of Price Groups Without ScaleDisplay ||03|Incoterms with ScaleDisplay ||04|Incoterms Without ScaleDisplay ||05|Price List Types Without ScaleDisplay ||06|Price List Types with ScaleDisplay ||07|Cust.-specific Prices with ScaleDisplay ||08|Cust.-specific Prices W/out ScaleDisplay ||09|Material List/Material Pricing Group with ScaleDisplay ||10|List Mat./Mat.Pricing Groups Without ScaleDisplay ||11|Price Groups With ScaleDisplay ||14|Taxes ||15|MaterialPrice ||16|IndividualPrices ||17|Discounts and Surcharges byCustomer ||18|Discounts and Surcharges byMaterial ||19|Discounts and Surcharges by PriceGroup |
  • 118. |20|Discounts and Surcharges by MaterialGroup ||21|Discounts and Surcharges byCustomer/Material ||22|Discounts and Surcharges by Customer/MaterialGroup ||23|Discounts and Surcharges by PriceGroup/Material ||24|Discounts and Surcharges by Price Group/MaterialGroup ||25|VAT/ATX1 ||26|Canada/USA ||27|I.E.P.SMexico ||28|Conditions byCustomer ||30|Conditions by CustomerHierarchy ||31|Price List with ReleaseStatus ||AC| ||AD| |---------------------------------------------------------------------------Fast Links:Mass Update of condition pricingYou can update the condition pricing for a range of sales order.For e.g. if you create sales order for 15 months or so, and at the beginning of each year,you have to update the prices for lots of sales orders.Other than using VA02 and make an Update of the conditions at item level which is a bigwork because you will have lots of open sales order after so many months.Use VA05, select your Orders and on the result screen :-click Edit- > Mass Change -> New Pricing (menu).orif you dont want to do that Online, write your own abap report and use FunctionSD_BULK_CHANGE (check where-Used at SE37, Trace VA05 on how to fill theparameters, Function MPRF => New Pricing)
  • 119. Make Material Master Price of a material as sales priceautomaticallyThe first method is not to set the pricing condition VPRS as statistical.Simply remove PR00 and it will work fine if you always use VPRS as your pricing baseinside the pricing procedure.VPRS will reads both prices based on the price control in the material master.Price control S for standard price.Price control V for moving average price.It is this simple if you do not have any other "Prices" in the price procedure.However, if you are using one pricing procedure where for some items you price usingVPRS and some others using PR00, then you should use requirement routines to enablethe correct price condition type at the right time.The second method involves more work as you need to write a formula (VOFM) to getthat information.This is how it goes :-1. Set VPRS to be the first step in the pricing procedure and to be subtotal B (asstandard).2. Set PR00 with alt. calc. type formula, which sets the value of PR00 to be equal to thesubtotal B. The routine (created with transaction VOFM) is:RV64A901FORM FRM_KONDI_WERT_600. XKWERT = KOMP-WAVWR.ENDFORM.The pricing procedure than looks like that:Step 1 VPRS statistical, subtotal B, reqt 4Step 2 PR00 Altcty 600Customer discounts on effort only
  • 120. -----Original Message-----Subject: Customer discounts on effort onlyHi All,We have a requirement of giving a discount to customer based on the totalamount invoiced so far (across financial years).Where do we set this up? We have seen so far the discounts are calculatedbased on the value of the current invoice.The discount should be on a graduated scale basis for example0 - 100000 No discount100000 - 200000 5%200000 - and above 10%This means that discount would only start after the customers net salevalue crosses 100000.For example, if the customer has been billed for 99000 and the currentinvoice is for 3000, a discount of 5% should be given on 2000 i.e. 100.Another complication is that, the discount is not based on the total amountbilled so far, but only on the effort billed and not on reimbursements (likeairfares, living expenses, visa charges, beeper charges etc). The discountapplies only to the effort and not to the reimbursements. In the aboveexample (invoice of 3000) say the effort billed is only 1500, the rest beingreimbursements. The discount is only on the 500. (the rest being taken up bythe lower limit for eligibility of 100000)For example the customer might have been billed say 150000 so far but actualeffort billed might be only 90000, the rest being reimbursements of actualcosts and hence the customer is not eligible for the discount.Kindly help,-----Reply Message-----Subject: RE: Customer discounts on effort onlyHi,The solution for this is Using rebate condition types and suitable conditionrecords.Of this to handle your first problem that is the rebate has to be appliedonly on the "effort" you have to set up a line in the pricing procedurewhich gives the rebate basis i.e the value to be used for rebate cond types.This I believe solves your problem of rebate only on effort.
  • 121. Your second problem i.e the discount should start getting appliedautomatically when it reaches the first scale for which the values span fewfinancial years. This I am not really sure whether it can be made possiblein the invoice itself. But a work around is not giving the discount directlyin the invoice but settling it against the rebate agreements by Credit notesperiodically.Hope it helps.Thanks-----Reply Message-----Subject: RE: Customer discounts on effort onlyHiArent we looking at rebate agreeement. That appears to be a straightawaysolution to your problem. You activate the sales organization and thepayer for thatRegards-----Reply Message-----Subject: RE: Customer discounts on effort onlyI am in SAP R/3 rel.30F.We have 2 options to meet your requirement.1. Using scale in condition type ( tcode V/06 ), choose scale basisG.Scale based on a formula ( be: your based amount is invoice ). Definescale formula. You need ABAPER to define it.2. Using routine in Alt.calc.type ( tcode V/08 , Maintain PricingProcedure ). Here, you also need ABAPER to create routine.hope this helpSteps to Create Commission for AgentFor creating commission agent, you have to follow below steps.1) Establish Partner Functions for the Commissionee(s)Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->;DEFINE PARTNER FUNCTIONSTransaction Code: VOPA
  • 122. 2) Assign the Partner Functions to Partner ProceduresMenu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->;DEFINE PARTNER FUNCTIONSTransaction Code: VOPA3) Create a Partner Procedure for the CommissioneesMenu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->;DEFINE PARTNER FUNCTIONSTransaction Code: VOPA4) Create New Customer Account Group(s) for Commission AgentsMenu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; LOGISTICSGENERAL ->; LOGISTICS BASIC DATA: BUSINESS PARTNERS ->; CUSTOMERS->; CONTROL ->; DEFINE ACCOUNT GROUPS AND FIELD SELECTION FORCUSTOMERTransaction Code: OVT05) Assign the Partner Functions to the Customer Account Group(s)Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->;DEFINE PARTNER FUNCTIONS ->; GOTO ->; PARTNER FUNCTIONS ->;ENVIRONMENT ->; ACCOUNT GROUP ASSIGNMENTTransaction Code: VOPA6) Assign the Partner Functions to the Partner Procedure for the Sales Document HeaderMenu Path: Tools ->; Business Engineer ->; Customizing ->; Sales and Distribution ->;Basic Functions ->; Partner Determination ->; Define Partner FunctionsTransaction Code: VOPA7) Assign the Partner Functions to the Partner Procedure for the Sales Document Item(OPTIONAL)Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->;DEFINE PARTNER FUNCTIONSTransaction Code: VOPA8) Edit the Pricing Communication Structure (KOMKAZ) to Hold the New Functions(Client Independent)Menu Path: Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->;DICTIONARYTransaction Code: SE119) Edit MV45AFZZ – userexit_pricing_prepare_tkomk (Client Independent)Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP
  • 123. EDITORTransaction Code: SE3810) Edit RV60AFZZ - userexit_pricing_prepare_tkomk (Client Independent)Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAPEDITORTransaction Code: SE3811) Edit MV45AFZB - userexit_new_pricing_vbkd changing new_pricing (ClientIndependent)Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAPEDITORTransaction Code: SE38The following code should be inserted into program MV45AFZZ to allow the system tore-execute pricing if the user makes a change to the relevant partner function (alteration,addition, deletion).13) Add the KOMKAZ Fields to the Pricing Field Catalog (Client Independent)Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCESTransaction Code: OV2414) Create Condition Tables (Client Independent)Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCESTransaction Code: V/0315) Create an access sequence containing the new tables (Client Independent)Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCESTransaction Code: V/0716) Create a new condition typeMenu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;DEFINE CONDITION TYPES ->; MAINTAIN CONDITION TYPESTransaction Code: V/0617) Add the Condition Type to the Pricing ProcedureMenu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES ANDDISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;DEFINE AND ASSIGN PRICING PROCEDURES ->; MAINTAIN PRICING
  • 124. PROCEDURESTransaction Code: V/0811) Create Commsission Report ZZCOMMISSION (Client Independent)Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAPEDITORTransaction Code: SE38SD Questions About Pricing ConditionThe Most Important Tips in Pricing For SAP SD Module to crack interviews...Whenever we define our pricing procedures, we remain least interested in creating ourown Condition Types,Condition Tables & Access Sequences. What we do is, we just define our own pricing proceduresby using the existing condition types (i.e: PR00, K004, K007, KA02, KF00 etc.) & thenassign that Pricing Procedure with " Sales Area, Document Pricing Procedure &Customer Pricing Procedure " .After that we put the values against each Condition Types, mentioned in our PricingProcedure by using the T-Code "VK11". But we also need to know about the ConditionTables, Condition Types & Access Sequence Creation. So for that purpose we have touse the following T-Codes respectively : "V/05", "V/06" & "V/07". Now it will becomeeasy to create the same.Also to inform that, using T-Codes is more smarter than following paths through IMGscreen.Utsav Mukherjee - utsavmukherjee143@hotmail.What is the difference of VK11 and VK31 (condition records)?My condition type is PR00 and Access sequence is PR02. And in this accesssequence table 304 is available. Now when I was entering the PR00 in VK31 itshows error Table 304 is not defining for the condition type PR02. But when I wasentering the PR00 at VK11 it is accepting it.Difference between VK11 and VK31 - if you go through the menu path you will get thevk 31 as condition record from the tamplets whereas vk11 as simple condition record. InVK11 you can store condition record for more than one conditiontype. This means you can have same condition record for different condition types.Thisfeature is given to enhance the systems performane and not to create the duplcation ofthe work for each condition type.Again system is not allowing to store the record in the vk31 for the condition type pr00and access sequence pr02.This is because if you see this ac seq cointains two accessses20 and 30 having the same table no.But you see there is the difference between the
  • 125. technical view of it for transfering the data from document field and condition field,soyou can not maintain the data at VK31.What is the difference between Header condition and Item condition? I know itemcondition applies to each item in a sales document. Header condition can only beapplied to an entire document.Difference between header and item condition - as YOU CORRECTLY SAID HEADERCONDITION IS APPLICABLE FOR THE WHOLE DOCUMENT where as item is foritem.Ex-Say fright is dependent on the total weight of all the items in the documents thenheader condition adds on weights of all items and calculates the record accordingly.You have two different types of the header conditions.a) In one you can duplicate the same value throughout the document for each item.Saydiscount 2% at header level which is also applicable to all the itemsb)Second is the accumulation of the values of all the item at the header level,as earlierexplained for the weight/fright.These differenes are controlled through the indicator of group condition in the cond.typeconfiguration.And so obviously header condition can not have the condition record and hence accesssequence.SAP SD Tips by : VishwajitDisallowing Condition Types - How I can accomplish the following:Be able to DISALLOW Z0BP Condition type to be negative ( Invoice Block)You can modify condition type from customising;Sales and Distribution->Basic Functions->Pricing->Pricing Control->Define ConditionTypes->Maintain Condition TypesChange condition type ZOBPs plus/minus indicator to "A" which means only positive isallowed. *-- Arvind RanaIn pricing procedure there are column such as requirement, sub total altclty, altbv,accurals. What are these and where we calculate all these values which we put.1. Requirement: Denoted by nos and maintained in VOFM, this is a condition requiredfor a particular condition type to be executed. Eg. PR00: req 2 ie item relevant forpricing VPRS/EKO1: req 4 ie cost Rebate BAO1 Req 24/Req 25 etc
  • 126. 2. Subtotal: this represents where a which table a value is stored, which can be processedfor further calculation.Eg. for PR00, if this value is to be used for credt check of a customer, we mark thesubtotal as A.3 Alternate Calculation type: this is also denoted by numbers and maintained in VOFM.Eg. Suppose for 45 units , each unit is charged $100 per unit, the order value comes outto be $4500, that is calculation is done as per unit price, if the client wants calculationtype to be based on volume or wieght, alternate calculation type can be configured.4. Alternate base value: Denoted by no. and maintained in VOFM.Eg, if the pricing scale is maintained and pricing for 45 units comes under the scale of$100 per unit., the base value is 45 units, but if the client wants a standard base value insome casesto be assumed inspite of maintaining the scale, an alternate base value isconfihured, that is the base value based on which the order value is to be calculatedchanges.5. Accruals: Accruals are maintained for rebate agreements, it constitutes the totalaccumulated value which customer has earned through rebate, one the rebate for certainamount is settled the amount from the accruals get deducted.*-- NitinAdd a Field To New Condition Table in PricingAdd a field to a new condition table in Pricing (Condition Technique):-I will explain you the process with below example...Please follow steps in belowsequence-Try to add the filed from the field catalog. In case the required combination field is notthere, you can add the field through the following process to filed catalog and create thecondition table. It is most common that one or other time we need to use this functionwhile configuring multi tasking & complex Pricing Architecture.Here Im giving a simple guide to add fields to the Pricing Field Catalogues:For example you want to use field PSTYV (Sales document item category) that isincluded in structure KOMP (Pricing Communication Item) as a key for a conditiontable.When you create a condition table (Transaction V/03), however, the system does notpropose the field in the field catalog.
  • 127. Condition access, field catalog, allowed fields, KOMG, KOMK, KOMP, KOMPAZ,KOMKAZ, PSTYV are the other terms which we need to know about, to add Fields.Reason and Prerequisites:For technical reasons, field PSTYV was included in structure KOMP, however, not instructure KOMG (Allowed Fields for Condition Structures).Proceed as follows:1. Call up the ABAP Dictionary (Transaction SE11) and create data type ZZPSTYV.Choose PSTYV as a domain.As a short text, you can use, for example, ZZ - salesdocument item category and as a field label, you can use the field labels of PSTYV.Save,check and activate your entries.2. Call up structure KOMPAZ in the ABAP Dictionary (Transaction SE11) in the changemode and make the following entry:Component Component type:ZZPSTYV ZZPSTYVSave, check and activate the change you made.3. Note:Because of the change in structure KOMPAZ, field ZZPSTYV is now known instructures KOMG and KOMP because structure KOMPAZ is included in both structures.4. Call up Transaction SPRO. Navigate to Sales and Distribution -> Basic Functions ->Pricing -> Pricing Control and execute Define Condition Tables.Choose Conditions: Allowed fields and include ZZPSTYV as a new entry.5. Note:Now you can use field ZZPSTYV as a key field when you create a conditiontable Axxx.6. Supply the new field you defined by including the following source code line inUSEREXIT_PRICING_PREPARE_TKOMP:MOVE xxxx-PSTYV TO TKOMP-ZZPSTYV.In order processing you find the user exit in Include MV45AFZZ, and in billingdocument processing you find it in Include RV60AFZZ.Consider that you can also use this note as a help if you want to use other customer-specific fields as key fields in a condition table.For header fields, use structure KOMKAZ instead of structure KOMPAZ andUSEREXIT_PRICING_PREPARE_TKOMK instead ofUSEREXIT_PRICING_PREPARE_TKOMP.For more information, see Transaction SPRO via the path Sales and Distribution ->System Modifications -> Create New Fields (Using Condition Technique) -> New Fieldsfor Pricing and OSS Note 21040.
  • 128. Header Condition and Group ConditionWhat are header conditions?Header conditions are those which appear in the header level of any sales order. theseconditions are to be entered manually and get distributed automatically and the basis fordistribution are taken from the NET VALUE of items mentioned at item level.When we go to the conditions section in a sales order, where the details of pricing ismentioned, here we add these conditions.Whenever any Header Condition is used, it overrides the PR00 condition type.Examples of header condition.- HA00 - % Based Header Condition.- RB00 - Absolute or numeric value which applies to all items.- HB00 - Numeric value or Absolute value. *-- Vivek ChokshiWhat is the difference between group condition and header condition?Group Condition: You can use this is feature of a condition type to apply price ordiscount for a material based on common property.Header Condition: This is a manual condition which you apply to header (Conditionscreen) of a sales document. This amount is applicable to all items.Usage of this feature is to apply price / discount for a specific group of materials.1. You maintained a discount based condition record fbased on material group ( = 01 forexample). You maintained scales also. Qty Discount 1 - 10 Rs. 100.00 11 - 50 Rs. 105.0051 - 150 Rs. 110.00 etc.2. You are creating a sales order for a customer with five different items with differentquantities as belowITEM 1 - 25 NosITEM 2 - 3 NosITEM 3 - 12 Nos
  • 129. ITEM 4 - 27 NosITEM 5 - 62 NosAll the material is having the material group = 01.3. While calculating the discount, because of this group condition, system add thequantities of items which have material group = 01. In the above example total quantity is= 109. System apply a discount of Rs. 110.00 to each item irrespective of the individualquantities.4. If you have not activated the group condition feature, system determines the discountvalue based on individual item quantity which is as below. Discount ITEM 1 - 25 Nos Rs. 105.00 ITEM 2 - 3 Nos Rs. 100.00 ITEM 3 - 12 Nos Rs. 105.00 ITEM 4 - 27 Nos Rs. 105.00 ITEM 5 - 62 Nos Rs. 115.005. Is it clear now. Just try a sales order and see the out comeProcedure to Test:1. Create 3 materials. Maintain Material Group of each item is same.2. Activate the condition type as a group condition.3. Create a condition record for this condition type with scales.4. Process a sales order for a customer with these three material with different quantities.Steps Involved In Condition Technique What are the 8 steps involved in condition technique?By: Rohit JoshiIt starts with an understanding of the factors that influences the Price. Lets say it dependson Customer and Material. With this understanding now we will start with the Tablewhere we will pass the above parameters. There is a table 5 which already has Customerand Material so we can now copy and rename it or use the same table in our PricingProcedure.T Code VOK0Step 1. Define/Choose your Table (with the requirement parameters that influence theprice)Step 2. Define your Access Sequence and include the above Table in your AccessSequenceStep 3. Define your Condition Type (There are four Price Types Basic Price, Discount,
  • 130. Freight and Tax) and include your Access Seq. Its always better to copy the Price Typesprovided by SAP.Step 4. Now comes your Pricing Procedure where you include include Condition Typesand format.Step 5. Now comes Procedure Determination where you specify the Document PricingProcedure and Customer Pricing Procedure along with Sales Organisation, DistributionChannel.Step 6. Maintain Condition Records for your Condition TypesI guess you can make it 8 Steps by dividing some of the main steps. Few important thingsto note is following..1. XD01 - Create Customer - Always ensure that you pick the right Customer PricingProcedure from here.2. VA01 - Sales Order - Ensure that you have the right Document Pricing Procedure fromhere3. While Creating Access Sequence, check your Fields and ensure that they appear withany warning (Highlighted in Red)4. Do not forget to mention your Access Sequence while defining your Condition Type5. Always remember that your Procedure Determination has only Basic Price asCondition Type6. Do not forget to mention the Range (From To) while creating your Pricing Procedure.I made most of the mistakes that appear above. Hope it helps.Sales Order Freight Condition In Header ConditionERP SAP ==> SD SAP Common questions:We are using the Freight in Header Condition. I maintained two line items in theSales Order. So the Header freight is splitting irregularly for two line items (in itemconditions) . How it is happening? Any formula is there?Header Conditions - Automatic pricing does not take header conditions into account; youcan not create condition records for them in the standard system.Header conditions are entered manually in order processing. R/3 includes the followingheader conditions:- Percent discount (HA00)- Absolute discount (HB00)- Freight (HD00)- Order value (HM00)
  • 131. Header Condition: If this condition is marked as a header condition, it is possible to enterthe condition type in the header condition screen. Checks for changing the conditionmanually are unaffected by this.Group Condition: Group conditions are helpfull incase of discounts. If group condition isselected then the discount percentage or quantity is applicable for the total sum of thequantity in the PO for those materials belonging to the same material group. Suppose iftwo materials of same matl grp have discounts for 100 qty and above but in PO if the twomatls are bieng procured for 50 qty then they cant avail discounts but if group conditionis selected then the sum of the quantity of both matl of same matl group is considered (50+ 50) and discount can be availed for 100 qty.Further Group condition: Indicates whether the system calculates the basis for the scalevalue from more than one item in the document.The nature of header condition is that whatever value you are giving in sale order /billing, line item wise, it will be distributed proportionately.If you access V/06 and the header condition type, you can see that the condition type- does not have any access sequence- field Group condition is selectedNormally Freight Header condition like condition type "HD00" is calculated on the basisof weight. This is a Manual condition and you have to enter it in the header screen. Itwill be proportionately distributed on each item on the basis of weight. If you willuncheck the group condition field, the same freight amount will be copied to each item,possibly irrespective of different weight which may not be logical.That is the standard behaviour of the header condition type.Based on whether the group condition field is ticked on or off, it will either split theheader condition value to the items on pro-rata basis or it will just duplicate the headervalue to all the items.What you are experiencing with Fixed Amount Header conditions is standard behaviour.Please see below Notes:- 876617 FAQ: Header conditions / Header condition screen- 317112 Behavior of conditions w/ calculation rule B changed- 485740 Conditions with fixed amount in copy activitiesTo achieve what you wish (absolute amount), solution is in the belowNotes:- 84605 Transfer absolute amount condition to billing doc.- 25020 Value changes during over/underdelivery- 25144 Freight conditions during milestone billing
  • 132. How To Use Condition Exclusion Type In SO What is meant by condition exclusion for Condition types andrecords?Condition ExclusionThe system can exclude conditions so that they are not taken into account during pricingin sales documents.Material 4711 costs 150 USD. Some customers receive a discount of 10 USD per 100pieces.However, a specific customer can buy the material for 100 USD. Since this is aparticularly good price, the customer should not also have a discount of 10 USD per 100pieces. Therefore, this discount is to be excluded from pricing.To do this, you must follow two steps:You must set a condition exclusion indicator for the price. You can do this in two ways:If you want to set the condition exclusion indicator a follows then you specify it:- for all condition records of a condition type (e.g. with condition type PR00) whendefining a condition type in SD Customizing- for an individual condition record (e.g. only for material 4711) in the detail screen of acondition record (in the Condition exclusion field)You must set a condition for the discount in the pricing procedure in Customizing forsales. If this condition is set, the discount is not valid if the condition exclusion indicatoris set. Condition 2 is available in the standard R/3 System.The condition exclusion indicator is not valid for condition supplements.This means that if a condition record contains condition supplements they will be takeninto account during pricing.Condition Exclusion Group –In any normal situation there could be more than one condition type in a pricingprocedure offering a discount to a customer. Should the discounts be automaticallydetermined, there is the risk that the customer will receive all the relevant discounts andthus purchase the product for a lower price than he should.
  • 133. By using ‘condition exclusion groups’ you can ensure that the customer does not receiveall the discounts, but instead only receives the best of the available discount conditiontypes.Menu path – IMG - Sales & Distribution - Basic functions – pricing – conditionexclusion – condition exclusion for groups of conditions (OV31).A condition exclusion group is merely a grouping of condition types that are compared toeach other during pricing and result in the exclusion of particular condition types within agroup or entire groups. It is important to note that the condition types you want thesystem to compare must exist in the pricing procedure and must have valid conditionrecords created for them.If for example, a sales order is created using the pricing procedure that the exclusiongroup is assigned to, you can see that the condition offering the most favorable discountto the customer is represented in the pricing procedure.For instance, condition type K007 has offered a discount of 10% off the sale price or areal value of $30, while another condition type K005 has offered a real value discount of$10. The system then takes the best discount for the customer between the two, which isK007 and makes the other discount K005 inactive. This can be seen by double clickingon the condition type K005, where you can find a entry saying ‘Inactive A conditionexclusion item’.There are four possible methods of using condition exclusion groups –A – best condition between the condition typesB – best condition within the condition typesC – best condition between the two exclusion groupsD – exclusiveE – least favorable within the condition typeF – least favorable within the two exclusion groupsConfiguring ‘Condition Exclusion Groups’First step is to define a ‘condition exclusion group’ by using a four character alphanumeric key.Next step is to assign the relevant condition types to the exclusion groups such asdiscount condition types, freight condition types.
  • 134. After completing the assignment of the condition types to the exclusion group, proceedwith assigning the condition exclusion group to the relevant pricing procedure.After selecting the pricing procedure for which you want the condition exclusion to beactive, select the folder ‘Exclusion’ where you can assign the relevant conditionexclusion procedure to the relevant condition exclusion group.When using the condition exclusion group to find the best condition record in a conditiontype – only use one condition type per exclusion group. The most important thing toremember here is to “deactivate” the Exclusive Indicator on the access sequence assignedto that condition type. Otherwise, the system will merely find the first condition recordand stop searching for other records.Pricing Report & Condition Index What is difference between pricing report & condition index?Pricing Report:A Pricing report basically helps to get the list of all the pricing details which we havemaintained in the system. We can get details of all the condition types including thescales. We can get the details as per our requirement i.e., Sales org/Dc/Division/Plant/material etc wise. The selection criteria would be as per the Key combination which youselect in the IMG screenYou get following information from pricing report.1. It informs you about the customer specific price agreements that were made within acertain period2. From pricing report you can know which condition records exist for freight charges3. Which condition records exist for customers in a particular region or countryYou can create your own pricing reports with V/LA.AlsoV/LD is very useful. This can be customized.The sales personnel use it to1. get information for price (discounts) that existed at previous period (Say June 200X)2. Inform potential buyer about the current price (and discounts)3. Review price and discounts.
  • 135. Though all the above T Codes and there are many More standard SAP Reports have veryhigh utility, it is not widely used. Clients prefer customized reports when it comes topricing reports - all Z programs and Transactions.These kind of reports are generally required by the Top Management for periodicalreview // Finance team for price control // Master data team for record purposes // Processaudits by Internal/external agency // Of late, for every SOX audit done in thecompany...especially the change records for prices.Condition IndexCondition index is very useful for searching the condition record for a customer.It becomes easier and faster to search for condition records for a customer or material justlike it become easier to search a topics in the book with help of index.You have to mark the "condition index" check box in the condition type and you have toactivate the index in customization.You can set the discount for fast ten orders through "condition update".First, in your discount condition type(V/06) activate the "condition update" check box.Second, in the condition record, in additional data put "maximum number of orders" as10.You may also create the condition record for discount through VK31. Now go tochange(VK32), scroll to the right, you will find a column "N". This is maximum numberof order field. Here you can put value 10 and save it.Now, system will give the discount to the first 10 orders.What Is Condition Base Value? Where does the standard condition base value (Default one) isdetermined for a Condition type?First check the Material Master UOM Conversion - Additional Data - Units of Measure.Condition base value is a concept used in pricing procedure and actual term used isalternate condition base value. This is a formula assigned to a condition type in order topromote an alternate base value for the calculation of the value.If you have to calculate price of a material then you have to have a base value for it. Fore.g. if you want to calculate the discount of 10 % for a material then you have to have a
  • 136. base value on which this 10% is calculated. Normally you take the condition value of thebase price of the material to calculate the value.Now, you dont want to take the base value and take other value as base value which arederived on some formula. So you create a routine which will do the mathematicaloperations in the routine and derive you a value which is now used as the base value forcalculating the condition value for a particular condition type.As per my understanding there is Alternative Condition Base Value, It is a routine whichis assigned to the condition type in the pricing procedure.Go to transaction V/08 here you select pricing procedure then go in to the control data ofthe pricing procedure here you can find Alter native ConditionBase Value in the 14th column of the pricing procedure control data.What is the difference between:1. Conditional base value2. Conditional value.3. Conditional amount1. Conditional base valueWhen a value is derived for a condition type, based on certain calculation this value istaken as base.2. Conditional value.For the number of units ordered depending on the condition amount mentioned this valueis derived.3. Conditional amountThis is nothing but the unit list price what you are mentioning for the line item.1) What is the role of alternative calculation type, condition base value, requirementin pricing procedure?2) Where do we define value for alternative condition base value and alternativecalculation type so that system picks up different value, when the value foralternative condition base value and alternative calculation type is mention inpricing procedure?**Alternative Calculation Type:**
  • 137. This function allows you use a formula as an alternative in finding the value of thecondition type, instead of standard condition technique. this can be used to calculatecomplex tax structures.Alternative condition base valueThe alternative condition base value is a formula assigned to a condition type in order topromote an alternative base value for the calculation of a value.ExampleAn absolute header discount is, for example, distributed in the standard system accordingto the cumulative value of the items.If the system distributes the absolute header discount according to volume based on theAlternative formula for condition base value , a header discount of $30 results in thefollowing discounts:Item Value Volume .1 $1000 2 cbm2 $500 4 cbmStand. disc. Volume disc.(With Formula)$20 $10$10 $20Condition formula for alternative calculation typeAlternative formula to the formula in the standard system that determines a condition.RequirementThis function is used to assign a requirement to the condition type. This requirement canbe used to exclude the system from accessing the condition type and trying to determinethe value. This can be used to specify that the condition type should only be accessed ifthe customer has a low risk credit.Rounding Off Condition Not Appearing In SalesOrder
  • 138. In sales order Diff condition type is not coming, when checked inanalysis it says requirement 013 is not fulfilled, but in pricing procedure Iveassigned the requirement as 013, type-16, alt CBV-4.Please refer to the following documentation for requirement 013:RE LV61A013TitleRounding as per Table T001RPurposeThis is an example of a pricing requirement. This requirement is met if an entry has beenmade in the Unit to be rounded up to field in Table T001R. Table T001R stores therounding rules for company code and currency combinations. This requirement can beassigned to the condition type in the pricing procedure that is used to calculate thedifference when rounding. Using this requirement, the difference is only calculated whennecessary.ExampleA company has the requirement to carry out rounding for certain company code andcurrency combinations. This information is stored in Table T001R. In the documentpricing procedure, the user has configured the SAP delivered condition type DIFF tocalculate the difference when rounding occurs. The user also assigns pricing requirement13 to the condition type DIFF in the pricing procedure so that the condition is onlycalculated when a corresponding entry has been maintained in the table T001R.Please check the customizing table T001R.or try this go to IMG path --> SAP Netweaver --> General Settings --> Currencies -->Define rounding rules for currencies. Here maintain the rounding unit which will bestored in Table T001R.then in the t-code ob90 you can maintain that.Go to v/08 maintain in condition base value 16 routine.PurposeThis is an example of a condition value formula. This type of formula can be used toinfluence the value shown for the condition in pricing. A condition value formula isassigned to a condition type or value line in the pricing procedure.
  • 139. Formula 16 was delivered along with condition type DIFF to support the rounding unitrules that can be defined in T001R for company code / currency combinations. Conditiontype DIFF was delivered to perform the rounding at the end of the pricing procedure withthe total value. Using formula 16, the system computes the rounded value and assignsthe difference to the condition type DIFF.In-17 c.base valueRound according to T001RPurposeThis is an example of a condition value formula. This type of formula can be used toinfluence the value shown for the condition in pricing. A condition value formula isassigned to a condition type or value line in the pricing procedure.Formula 17 was delivered so that a condition value could be rounded off according tothe rounding unit rules (e.g. plus 5 or 10 or 100 units) that can be defined in T001R forcompany code / currency combinations. When formula 17 is assigned to a conditiontype, the condition value will always be rounded using T001R.Where I can do setting of rounding profile for a new created condition type?1) Create Rounding rule ( Unit of measure rounding rules )Path :Materials --> SPRO Quantity Optimizing and Allowed --> Order Optimizing -->Purchasing --> Management Unit of Measure Rounding Rules --> Logistics Units ofMeasureHere give new rounding rule and % rounding up and down values2) Create Unit of measure groupsPath :Order Optimizing --> Purchasing --> Materials Management --> SPRO Unit of Measure--> Quantity Optimizing and Allowed Logistics Units of Measure GroupsCreate new group for YD and ROL3) Dynamic rounding profilePath :Order Optimizing --> Purchasing --> Materials Management --> SPRO MaintainRounding --> Quantity Optimizing and Allowed Logistics Units of Measure Profile
  • 140. Here give Rounding profile name and plant and click on Dynamic to create new profileIn next screen give desc. For rounding profile, rounding off method as 2, and roundingrule which you have created.Assign created Rounding profile in info record also UOM groupMaintain minimum order qty as 1 Rol and Order unit as ROL in Info recordIn material master maintain conversion as 1 Rol = 3500 yardsHow To Create Field in KOMP, KOMG New Fields in PricingTo use a field in pricing, one creates a condition table. This condition table is createdusing the allowed fields from the field catalog. Should the fields one requires not beincluded in the list of allowed fields, one can add the fields from the list of availablefields. However, one may find that a new field may not be in the list of available fields.For this reason, one must create new fields for pricing. The document and item data inSD is stored in data tables, such as VBAK and VBAP (for the order transaction). Many ofthe fields from these tables are available in the field catalog.The field catalog is a structure (KOMG) that consists of two tables (KOMK and KOMP).These tables contain the header and item data for pricing respectively. They are calledKOM “x” because they are communications structures used to communicate thetransaction data with the pricing procedure. Table KOMG contains the fields of tablesKOMK and KOMP.If you require a field that is not in KOMG, it means that it is not in KOMK or KOMP.This means that the field you require cannot be used in pricing because there is nocommunication of this field from the transaction to the pricing procedure via thecommunication structures.To use a field not defined in the field catalog, you need to add this field to the KOMK orKOMP structures, and then write the ABAP code to transfer the data in the field from thetransaction tables to the communication structure. Follow these steps:1. Create the field in the KOMK (header data) and KOMP (item data) tables using thestandard includes provided for this requirement.2. Write the code in the user exit to read the transaction data and transfer it to the KOM“x” structures.
  • 141. Menu PathThe menu path here is IMG, Sales and distribution, System modification, Create newfields (using the condition technique), New fields for pricing.Adding the Field to KOMK and KOMPThis process requires some knowledge of the ABAP dictionary and how to use the ABAPdictionary to create and change fields and tables. You may have to use an ABAP skill toassist you. If the field is from the header table (for example, the order table VBAK),you’ll need to add it to the include table KOMKAZ in table KOMK. If the field is fromthe item table (for example, the order item table VBAP), you’ll need to add it to theinclude table KOMPAZ in table KOMP.Let’s say you need to use the “base material” to define a price and the base material is notin the pricing field catalog. The base material is a field on the material master basic datascreen and is defined as MARA-WRKST. Since this relates to the material, it is at theitem level, so you would add the field to the KOMPAZ include table.Note When you add a field to these tables, it must start with “ZZ.” Therefore, thefield you add would be ZZWRKST. In ABAP, when you add the field, use the samedomain as in the field in the original table MARAWRKST.After adding the field, generate the structure KOMP. This field is not available in thefield catalog and can be used in condition tables.Writing the ABAP CodeThe field in the communications structure will be blank unless the ABAP code transfersthe data from the material master to the field KOMPZZWRKST. Pricing occurs in theorder and in the invoice, so you need to put this code in both places. For the ordertransaction, write the ABAP code in user exitUSEREXIT_PRICING_PREPARE_TKOMP in include program MV45AFZZ. For thebilling transaction, write the ABAP code in user exitUSEREXIT_PRICING_PREPARE_TKOMP in RV60AFZZ.Note : The TKOMP is for the item level. If you are writing the codefor a field at the header level, you would use the user exits that endwith TKOMK. The ABAP code would select the Base material field from thematerial master table using the material from table VBAP/VBRP. It wouldthen transfer this field to the structure TKOMP from MOVE MARAWRKST toTKOMP-ZZWRKST.Billing cannot be Release to Accounting
  • 142. This SAP message will appear if the system is unable to find the G/L codes match fromthe configuration in transaction VKOANo account is specified in item 0000001001Message no. F5 670DiagnosisNo account was specified for account type "S" in item "0000001001" of the FI/COdocument.System ResponseThe Financial Accounting program cannot process the document.ProcedureA system error has probably occurred in the application you called up. Check the datatransferred to item "0000001001" of the FI/CO document.Assuming that one of the key combination is Account Assignment Group, you will haveto check whether have the Account Assignment Group been input in the CustomerMaster (Billing tabstrips - Accounting sections - Field name: Acct assgmt group).The Account Assignment Group will be copied automatically into the sales order.Check whether the configuration in transaction VKOA have been done correctly.Check whether the sales order (VA03 - Goto - Header - Financial Accounting - Fieldname: AcctAssgGr) have been filled in automatically.Check whether the billing document (VF03 - Goto - Header - Header - Field name:AcctAssgGr) have been filled in automatically.If the customer master have not been maintained and the user have already input the salesorder, then the user will have to maintained the Account Assignment Group manuallyeither in the sales order or the billing documents.Take note for One Time Customer, the user have to input the Account Assignment Groupmanually into the sales order. One Time Customer can be used by many customer,therefore, the system will not be able to determine the Account Assignment Groupmanually.Default Start Variant for VF04There are two types of variant in VF04.One is the selection variant before clicking the Display Billing List Button.
  • 143. You can set the start variant via SE93 using the Change mode.The second variant is the Billing Layout display variant.This is after clicking the Display Billing List Button.After creating your layout display variant, you can set it by clicking :-Settings -> Display Variant -> AdministrationSelect the layout display variant you want and click :-Edit -> Define default settings Condition Exclusion which will bedetermined in the billing documentThe system can exclude conditions so that they are not taken into account duringpricing.For example:Material 4711 costs 150 USD. Some customers receive a discount of 10 USD per 100pieces.However, a specific customer can buy the material for 100 USD. Since this is aparticularly good price, the customer should not also have a discount of 10 USD per100 pieces. Therefore, this discount is to be excluded from pricing.To create a condition exclusion procedure which will be determined in the billingdocument.Assign the procedure to the pricing schema, and maintain copy control so that pricing isnot copied from Sales Order.To achieve this, copy the standard pricing to a ZXXXX Pricing.Define new document pricing procedure in SM30 - V_TVKV for billing.
  • 144. Assign new document pricing procedures to billing types in SM30 - V_TVFK_PRDefine the Condition Exclusion Groups in OV31.Assign the Condition type for the Condition Exclusion Groups in OV32.Assign the Billing Pricing Procedure in VOK8 for the Condition Exclusion Groups.When billing document is being created just enter manually your newprice and the pricing program logic will include only the higher priceone, excluding the rest that are lower price.Steps for creating a new or changing an existing BillingDocument TypesCreate/Change your Billing types configuration in VOFA.Some of the IMG stuff are :-1) To block automatic transfer of the billing document to accounting, mark the field. Indicates whether the system blocks automatic transfer of the billing document to accounting. During document processing, you can manually transfer blocked billing documents to accounting by selecting: Billing -> Change -> Release accounting2) Account determination procedure3) Output determination procedure etc. ...After customizing, use transaction VCHECKVOFA to check your configuration :-1) Proforma billing types: If it is a proforma billing type, (VBTYP = U), the field must be blank and the account determination procedure must be empty.2) Cancellation billing document types: : A check is made to see if the cancellation billing document type has the right VBTYP. An F2 invoice, for example, (VBTYPM) can only be canceled with billing type S1 with VBTYP N . A billing type with VBTYP 5 can only be canceled with the VBTYP 6 and vice versa.
  • 145. 3) Cancellation billing document type partner functions A check is made to see if the cancellation billing document type partner functions are empty or if those that correspond to the billing type used are empty.Next, make sure that you maintain the copy control for the Billing Types:Sales documents in VTFA Target Sourcee.g. F1 - Invoice OR - Standard Sales Order F1 - Invoice ZOR - Your Sales OrderBilling documents in VTFFe.g. G2 - Debit Memo F1 - Invoice G2 - Debit Memo F2 - InvoiceDeliveries in VTFLe.g. F1 - Invoice LF - Delivery F1 - Invoice ZOR - Your DeliveryUsually for copy control, you let the rest of the settings remains as SAP defaults.You only assign the new Billing Document Types.After that use transaction VCHECKTVCPF to check your Copy control customizing.Billing Block will not worked if you did not assign itDefine the possible block indicators in SM30 - V_TVFSandallocate them to the billing types concerned in SM30 - V_TVFSP.Your Billing Block will not worked if you did not assigned it to the desired billing types.You can auto block by :-1. sales document type in transaction VOV8, fields Billing Block,or
  • 146. 2. item categories in SM30 - V_TVAP, by filling the fields Billing Block.Billing Plan for Milestone BillingMilestone billing means distributing the total amount to be billed overmultiple billingdates in the billing plan.As each milestone is successfully reached, the customer is billedeither a percentage ofthe entire project cost or simply a pre-defined amount.During sales order processing, the system determines from the itemcategory whether abilling plan is required and, if so, which type of planThe type of billing plan that is determined at this point is set up inCustomizing andcannot be changed in the sales document.Billing plans for periodic billing and milestone billing plans forproject-related milestonebilling have different overview screens so that you can enter datarelevant to yourprocessing.For example, for milestone billing, you must be able to enter data toidentify theindividual milestones.IMG configuration requires :-1. Maintain billing plan types for milestone billing in OVBO.2. Define date description in SM30 - V_TVTB.3. Maintain Date Category for Billing Plan Type IN OVBJ.4. Allocate date category in SM30 - V_TFPLA_TY.5. Maintain date proposal for Billing Plan Type in OVBM.6. Assign Billing Plan Type to Sales Documents Type in OVBP.7. Assign Billing Plan Type to Item Categories in OVBR.8. Define rules for determining the date in OVBS.Milestone billing is typically used for billing projects, such as plantengineering andconstruction projects. Such projects often include a series ofmilestones that mark thecompletion of different stages of the work. In the SAP R/3 System,milestones are defined
  • 147. in a network along with planned and actual dates for the completion ofwork. The milestonesare also assigned to the billing dates in the billing plan.Each milestone-related billing date is blocked for processing until theProject Systemconfirms that the milestone is completed.Delivery-relevant order items for which a milestone billing planapplies are billed on thebasis of the requested delivery quantity and not on the total of theconfirmed quantities.The connection between the project and the sales document item is madein the individualschedule lines of the item. Each schedule item can be assigned to anetwork in a project.To display the project-related data for a schedule line, proceed asfollows:In one of the overview screens of the sales document, select1. Item -> Schedule lines.2. Mark the schedule line and select Procurement details.The following figure shows an example of milestone billing where onlythe Contract havebeen billed :Order Item Turbine 100,000Billing PlanBilling date Description % Value Billing Block MilestoneBilling Status01-10-94 Contract 10 10,000 - x x01-03-95 Assembly 30 30,000 x x01-04-95 Maintenance 30 30,000 x x01-05-95 Acceptance 30 30,000 x x01-06-95 Final invoice .. .. xNetwork/ActivitiesMilestone Estimate ActualAssembly 01-03-95 01-03-95Maintenance 01-04-95Acceptance 01-05-95For each billing date in a milestone billing plan, you can specifywhether the billingdate is:
  • 148. 1. fixed2. always updated with the actual date of the milestone3. updated with the actual date of the milestone, if the date isearlier than the planned billing date for the dateBilling Plan Function and Processing Explain what is Billing Plan.Billing plan processing includes the following functions: • Automatic creation of billing plan dates • Pricing • Billing block • Billing index • Billing status • Billing rule for milestone billing • Fixed dates in milestone billing • Document flow • Creating with reference • Exchange rate determination • Automatic Creation of Billing Plan DatesIn Customizing for Sales, you control how the system automatically creates the scheduleof dates in a billing plan. The system determines the schedule of individual dates basedon general date information, such as the start and end dates. This general date informationis copied either from contract header data or from proposals in the billing plan type.PricingSales document items are billed as each billing date in the plan becomes due. The systemdetermines the amount to be billed either from the condition records that are applicable tothe item or from the values that are explicitly entered in the billing plan for a particularbilling date. In milestone billing, for example, you can specify a percentage to be billedor an actual amount.Billing blockA billing block can be set for each date in a billing plan. The block prevents processingfor a particular billing date but does not necessarily affect any of the other dates in theplan. In milestone billing, the system automatically sets a billing block for each billingdate. This block remains in effect until the project system reports back that the milestonein the corresponding network has been successfully completed. At this point the systemremoves the block.Billing index
  • 149. For every billing date in a plan, the system creates and updates a billing index. If a billingdate is blocked for billing, the system copies this information into the index.Billing statusThe system assigns a billing status to each billing date in the plan. The status indicates towhat extent the billing has been processed for that particular date. After billing has beencarried out successfully, the billing status is automatically set to ‘C’. This prevents abilled date from being billed again.Billing Rule for Milestone BillingFor every date in the milestone billing plan, you can specify a billing rule. The ruledetermines how the billing amount for the particular date is calculated. For example, youcan specify whether the billing amount is a percentage of the total amount or whether it isa fixed amount.In addition, you can specify that the amount to be billed is a final settlement that takesinto account billing that has not yet been processed. For example, price changes may takeplace after billing dates in the plan have already been processed. The price differencescan be taken into account during final settlement.Final settlement is not automatically proposed in the billing plan by the system; you mustenter it manually during processing.Fixed dates in milestone billingYou can control for each date in a billing plan, whether the date is fixed or whether thesystem copies the date from the planned or actual milestone dates in a project.Document flowAfter a particular date in a billing plan is processed for billing, the system updates thedocument flow for the corresponding sales document item.The document flow for the sales document displays the following data: • Creation date • Billing date • Billed valueCreating with referenceWhen you define a billing plan type in Customizing for Sales, you can enter the numberof an existing billing plan to serve as a reference during subsequent billing plan creation.
  • 150. During sales order processing for items that require billing plans, the systemautomatically proposes the reference plan and, if necessary, re-determines the billingdates (based on the current date rules) for inclusion in the new billing plan.Exchange rate determinationIn the billing plan with partial billing, you can store a certain exchange rate for each date.The amount billed is the amount determined after using this exchange rate to convertfrom the local currency into the document currency.An exchange rate can also be stored at item level for the sales document (field: Exchangerate for FI on the Billing tab page. This fixed rate is valid for all dates in the item billingplan for which no rate is specified in the billing plan. If an exchange rate is entered bothfor the date in the billing plan and at item level in the exchange rate field, then the systemuses the rate specified for the date during billing.If no exchange rate is entered for the the date or at item level, then the system uses theexchange rate used for invoice creation and it is forwarded to FI.When using a header billing plan, all billing plans linked to thisheader billing plan are automatically updated. If, for example, youenter an exchange rate manually for the first date in the headerbilling plan, this is automatically copied to the corresponding datesfor the item billing plans.SAP Billing - Combine Billing for deliveries withdifferent dateWhen using transaction VF04 or Billing (background), the date of the billing document(e.g. the current date) must be entered (In VF04 : settings, default data.)In VF06 or background: variant with parametrization) to avoid an unwanted split due tothe billing date.This OSS notes is very helpful :-11162 - Invoice split criteria in billing document36832 - Invoice split in fields from the sales orderBilling Spilt by Item CategoryIs it possible to split invoice Item category wise. I mean If in sales order there isTAN and TANN then the invoice should split,is it possible?
  • 151. NainaYes, it is possible. Create a modification of copy control routine for billing and useVBAP-PSTYV as an additional split criteria there.Martishev SabirThank you for your reply. Can you please tell me the exact steps what should I addunder that(additional split criteria).NainaIn trx VTFA (if your billing is sales order based) choose your billing type and SO type,there select your item categories and there select the field VBRK/VBRP data. In that fieldyou will see the currently used routine. With the help of your ABAP guy create a copy ofthat routine under a different number and add your lines of code. Lets say you useroutine 001.FORM DATEN_KOPIEREN_001.* Header data* VBRK-xxxxx = ............* Item data* VBRP-xxxxx = ............* Additional split criteriaDATA: BEGIN OF ZUK,MODUL(3) VALUE 001,VTWEG LIKE VBAK-VTWEG,SPART LIKE VBAK-SPART,END OF ZUK.ZUK-SPART = VBAK-SPART.ZUK-VTWEG = VBAK-VTWEG.VBRK-ZUKRI = ZUK.ENDFORM.This is how it should look after modification:* Header data* VBRK-xxxxx = ............* Item data
  • 152. * VBRP-xxxxx = ............* Additional split criteriaDATA: BEGIN OF ZUK,MODUL(3) VALUE 001,VTWEG LIKE VBAK-VTWEG,SPART LIKE VBAK-SPART,PSTYV LIKE VBAP-PSTYV, <- New lineEND OF ZUK.ZUK-SPART = VBAK-SPART.ZUK-VTWEG = VBAK-VTWEG.ZUK-PSTYV = VBAP-PSTYV. <- New lineVBRK-ZUKRI = ZUK.ENDFORM.After this routine is created and activated place it as the default copy control routineinstead of the old ones.Maximum number of items in FI reached Message no.F5 727If you hit the above erros when you create an invoice in SD, the correspondingaccounting document is not created.The error is as follows:Maximum number of items in FI reached Message no. F5 727DiagnosisThe maximum number of items for an FI document (999) has been exceeded.System responseFI documents have a 3-digit item counter that limits the number of items permitted perdocument.ProcedureIf the documents with an excessive number of items come from another application area(e.g. sales, logistics, order accounting), you can configure the system to the effect thatthese documents are summarized in FI. "How could this error be solved as none of your invoices are getting accounted in FI?
  • 153. To overcome this, the only way was to break the accounting invoices, 1 with 950 itemsand the other with the rest.Prepaid process possible-----Original Message-----Subject: Prepaid process possibleI am looking for information on how we could implement a prepaid process. By "prepaidprocess" I mean:- Customer sends to us his order- If customer is set as "prepaid", we produce an invoice for him to pay- Once we have received his payment, we release the sales order for delivery- no further billing document is produced.I found information in online documentation about "down payments" (I imagine that ourprepaid process could be a 100% required down payment) but it does not seem that itwould work. From what I understood it looks like the billing plan is handled based upontheitem category, which implies the processing is "material" specific not "customer"specific.What we do now:- We have defined a risk category "prepaid" which is assigned to our prepaid customer. This risk category automatically block the sales order for delivery.- We receive the sales orders and produce a Pro Forma invoice from it, and send it to customer- Once we receive the payment, we release the sales order for delivery and produce the invoices.- We post the payment we received earlier against this last invoice.As you see, this requires a lot of manual work and a lot of time is wasted to match alldocuments together. There most be a more efficient way to handle this, anybody have anyhints?-----Reply Message-----Subject: RE: Prepaid process possibleHi again!You are right! However, if you create a new item category for the prepaid scenario, youcanselect what item category (and process) to use at order entry. It is also possible to code auser exit so that only certain customers will get the prepaid process. This can be donealso
  • 154. with item category groups (can be used to determine what default item category thatshould appear). This would mean that you either have different materialnumbers for thedifferent processes or use different distribution channels in the sales order. DC 10 couldbethe normal process and DC 20 the prepaid process. Then you need to create the salesviews in material master for DC 20 for all materials that should be possible to run in theprepaid scenario, and enter the "prepaid item category group in the sales item categorygroup field in material master.Here is a proposal of customizing activities to achieve this:1. Create a new item category as a copy of the normal item category used for non-prepaid sales. (Change the billing in the item category to order related billing with no billingplan)2. Create a new item category group "ZXXX" or something of your choice with the description "Prepaid" or something like that.3. In item category assignment, add or check entries so that you have the order type used, and item category group defaulting the new item category.4. Check copy control from sales document to billing document for the new itemcategory. Also delivery copy control could be good to check.5. Create a new distribution channel and assign it to the company structure (plant, sales org etc)6. Extend your material(s) with views for the new distribution channel and enter the"ZXXX" item category group in the field for sales item category group (I think it is on sales 2screen but I am not sure, cant access a system right now).Now you should be able to create a sales order with the new distribution channel wherethe new item category is defaulted. Check that the sales order is completed when bothbilling and goods issue for the delivery is posted. If not check the completion rule in thenew item category.Restricting Number Of Items In Billing DocHow I can restrict number of items in an invoice?If I enter more than 8 items in a sales order and those items get copied into deliverydoc then to billing doc. But our client want to restrict number items to 8 (max) inan invoice.You can restrict delivery with delivery tolerance, thereby causing invoicing of thedesired.or
  • 155. Go to SPRO>>>IMG>>>Sales & Distribution>>>Billing>>>BillingDocuments>>>Country-specific features>>>Maintain Maximum No. Of Billing Items.This is where you can define a maximum number of items allowed for all billingdocuments within a given sales organization.However, maintaining data here is not enough alone to bring about a billing split bynumber of billing items.You must also go to copying control for order/delivery to billing document at item levelunder "Data VBRK/VBRP" and maintain routine 006 "individual invoice limited" or asimilar routine that accesses the data maintained here Document Not Relevant For BillingHow to resolve "Document not relevant for billing" error message?Check the detailed error log in VF01 screen. We may get more information on error.Then, check have you completed the PGI for the delivery document or not.Next, go to that Item Category functionality VOV7 and find if it is order or deliveryrelated billing.And after that go and check in the particular Sales order document type whether billingdocument types are maintained in the sales document or not.If every thing is correct go and find with copy controlsIf it order related, go VTFAIf it Delivery related, go VTFL and check in your document type combination ismaintained or not, if they are maintained item category is available or not.After delivery while creating billing document system showing error that no billingdocument is generated for material no 395. So how I can solve this issue.Check if Item Category is checked for Billing or not.Normal Sales Order Cycle:-Step 1: Sales Document TypeIMG > Sales and Distribution > Sales > Sales Documents >Sales Document Header:1. Sales Document Type:The sales document types represent the different businesstransactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type,always copy as with reference to similar sales order. If possible use standard sales order.
  • 156. 2. Define Number Ranges For Sales Documents: Maintain number range with discussionwith core team.3. Assign Sales Area To Sales Document Types:A. Combine sales organizations / Combine distribution channels / Combine divisions:Ensure to maintain these, else Sales Order creation will give error.B. Assign sales order types permitted for sales areas: Assign only required Sales OrderTypes to required Sales Area. This will minimize selection of Sales Order Type as persales area.Sales Document Item:*1. Define Item Categories: If possible use Standard Item Category. Incase if required tocreate new, copy as from standard & maintain New.*2. Assign Item Categories: If possible, use standard. Formula for deriving item category:Sales Document Type + Item Category Group + Usage + Higher Level Item Category =Item CategorySchedule Line:1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase ifrequired to create new, copy as from standard & maintain New.2. Assign Schedule Line Categories: If possible, use standard. Formula for derivingSchedule Line: Item Category + MRP Type / No MRP Type.Step 2:IMG > Logistic Execution > Shipping > Deliveries >*1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required tocreate new, copy as from standard & maintain New.*2. Define Item Categories for Deliveries: If possible use Standard Item Categories forDelivery Type. Incase if required to create new, copy as from standard & maintain New.*3. Define Number Ranges for Deliveries: Ensure to maintain number range.Step 3:IMG > Sales and Distribution > Billing >1. Define Billing Types: If possible use Standard Billing Type. Incase if required tocreate new, copy as from standard & maintain New.2. Define Number Range For Billing Documents: Ensure to maintain number range.3. Maintain Copying Control For Billing Documents: Maintain relevant copy controlssuch as Sales Order to Billing, Deliver to Billing, etc.Note: Ensure that Copy Control settings are doneSales Order to Sales Order (QT --> OR): VTAASales Order to Delivery (OR --> LF): VTLASales Order to Billing (OR --> F1): VTFADelivery to Billing(LF --> F2): VTFLBilling to Sales Order (F2 --> RE): VTAFThe configuration differs from scenario to scenario & requirement ofthe client.
  • 157. Procedure To Cancel Billing DocumentsERP SAP ==> SD SAP Tickets from users:After the following process: Sales Order --> Outbound Delivery (Goods issue) -->Billing, what happens if there is a cancellation?How to perform cancellation for this process: Billing --> Goods receipt --> SalesOrder ? (Is this the correct reversal to perform in order for cancellation?)After performing the process Sales Order --> Outbound Delivery (Goods issue) -->Billing, the billing document will be passed on to the FI consultants. But if there is acancellation then, this billing doc. which will have a accounting document also that willalso get cancelled. In the FI customer open line items.Cancellation of billing - VF11Cancellation of delivery - VL09Then go to VL02N and remove the picking qty and make it blank thenGoto VA02 and cancel the order.You can delete the Sales Order if transaction have been done:In VA02 , just enter into the sales order goto menu path -> Files-> Cancel or deleteoption will be there will be there.After deletion / cancellation of that sales order that order doesnt exist in the database.For example , if your sales order number is 1055 and you have deleted or cancelled thatsales order, then that sales order number doesnt exist in the database and you cant createanother sales order with the same order number 1055. When you create another salesorder the number will skip to the next one i.e, 1056.You can only reject the Sales order if there are existing transations:1. First you need to cancel the billing document using T-code VF11, so it will reverse allthe updated accounting entries.2. Now you need to cancel the Post goods Issue using VL09, once it is reversed, thedelete the delivery using VL02N.3. Once the delivery is deleted, the sales order will be open. Now put a reason forrejection in the line item/s, and reject the order, the order will get closed. It is notadvicable delete a sales order.
  • 158. Match Billing Cancel DocumentHow to find out the link between the original and cancelled billing documents?Goto to tcode SE16Table: VBRKField: VBRK-ZUONR - Assignment (this field link the original and cancelled billingdocuments)Cancel billing documents must be successfuly released to accounting. Usually it failedwhen user tried to cancelled current period with previous date.Schedule VF04 For Individual Billing RunSAP Functional ==> SD In SAP How to schedule billing to be run automatically?You can create individual Billing documents in VF04, with out any saving of each andevery billing document.Select all the deliveries which you want to create billing documents, using Cntr Button,and click on individual billing. Then all the deliveries will go for billing individually in asingle run. And you can also see all the billing documents numbers, which are created.No need to select single delivery each time.If you want to do a batch job for billing, proceed for the following process1. goto VF04, in the selection screen Delivery document range, for which you want tocreate billing documents e.g., in SD Document field, give delivery 1 to 10.2.Now Click on GOTO -> Variant -> Save as Variant, then it will take you to anotherscreen, give the variant name, e.g., test, and save it.3. goto SM36, this is used to do batch job, if you dont know any thing also, you can dothe entire process, using JOB WIZARD, click on Job Wizard which is on the screen.4. It will take you to different steps, just you need to give your variant name, (in job namefield) (in the first screen) the continue for further steps, In the ABAP Progamme Namegive SDBILLDL, (this is the programme used to create billing documents) continue togive the specified time which you want to run this batch job, like immediate, after anhour, or a specific day like so.
  • 159. 5. Continue further to complete the task, now you batch job will run at a specified timewhich you mentioned, if you mentioned as immediately, then once you comple thisprocess, your vairant will run, and billing documents will be created.6. Plese ensure that all the deliveries are perfect, meaning there is no billing block or anything.You can check the status of your batch job using t. code SM37.Difference between the RSNAST00 and SDBILLDL program.RSNAST00 is a program which is related to output related activities. Using this program,we can schedule the creation of outputs (PDFs, email etc) in total for any documentcreated in any of the applications. The details are read and stored in the database tableNAST. The same program is customised for each applications using programs likeSD70AV1A which are also used for the same purpose but only for sales orders.SDBILLDL is the program for Billing due list. This program finds out all the orders ordeliveries or both which are due for billing and it will trigger the billing creation. It readstables like VBAK, VBAP, VBUK, VBUP, LIKP, LIPS etc and the created billingdocuments are stored in tables VBRK, VBRP.Explain The Concept of Resource Related Billing Please explain to me the concept of resource related billing and itsdifferent between periodic and milestone. In what kind of business scenario do weuse it? and what are the settings required to use it?Periodic billing is used when you want to bill the customer at different points of timebased on the periodicity or progress of the work.Milestone billing can be used for this type of billing purposes when you want to havebilling control from the project.Resource billing is based on the resource consumption for the particular activities.Dynamic Item Processor (DIP) profile is used for the resource related billing.Steps to be followed:1) Configure DIP Profile (T.code ODP1)2) Specify the usage -(i) Billing & Result Analysis (RRB)(ii) Request Quotation (Sales Pricing)
  • 160. 3) Specify -(i) Sales Document Type (PS2)(ii) SD Doc Type CMR4) In Sales Order Type --> Sales Order Category - "L" (Debit Memo Request)5) Document Pricing Procedure --> PS (Customer Project)6) Select the billing usage and click on characteristics. eg--> Activity Type7) Then define sources. Select "Actual Cost" as we use actual cost for RRB. Define%8) Sources --> Selection Criteria: This would display all characteristics. Now in ActivityType --> Mention the activity type9) If more activity type are being used then create set of activity type using T.code GS0110) Material Determination --> Initially create material with "Material Type = Service"11) The service material should be mentioned in the material determination12) Criteria -- In criteria allocate the activity type for the specific material. (We can alsouse cost element, cost center, which we have defined in characteristics)13) Create Project (T.code CJ20N)14) Create Sales Order (T.code VA01)15) Book CATS16) Execute DP91 to view Sales PricingCommon Errors:AD01-155: Error during material determination for sales document item. MaterialOrigin field was not checked in the Costing tab of the material master.IX-057: No cost management is provided for sales document (contract) item. This isusually because there is no requirements type assigned to the contract item (seeprocurement tab).No material appears in DMR/CMR. In the material master costing view, set the"Material Origin" checkbox (see OSS note 174382)No expenditure item found.Go back to the service order and check there are actual costs
  • 161. Check your DIP Profile; specifically the sources section to ensure you are not filteringout any dynamic items.CO Configuration:KL03: Check activity type validity datesKA03: Check cost element validity datesKA03: For labour, check cost element category is 43KA03: Check if Record qty flag is set on Indicators tabKA03: Check cost element assigned to your controlling areaKP26: Check that activity type is linked to cost centreKP26: Check that there is a rate for the activity type/cost centreKP26: Check are you using the correct versionCancelled Billing Document Has No AccountingDocument Real SD Support Question:I have cancelled a billing document through vf11. That means the cancellationbilling document did not generate accounting document. Where to checked?When you cancel a billing document, you are actually creating a cancellation document.The cancellation document copies data from the billing document and transfers anoffsetting entry to the accounting department.So once you cancel the billing document it will create one cancellation Document andone reversal Accounting Document.There is no need to cancel Accounting document which is created after cancel a billingdocument.Lets handle it phase by phase.First ScenarioYour accounting document not generated,1. VF02 Mode Click “Release to Accounting" the Accounting documents not generated.
  • 162. 2. If yes, then OK Else3. Check Whether you have assigned Accounting keys to the relevant condition types.4. Check Account assignment Procedure VKOA and check G/L account has beenassigned.5. If error found correct it Else6. Check with FI Consultant whether Accounting entries has been posted with referenceto customer and Invoice.Second ScenarioIf accounting documents gets generated and you use VF11 to Cancel the invoice, thenautomatically the posting document gets reversed and separate number will be assignedfor those documents. This you can see in the document flow. Check with FI Consultant.Please Check this :SPRO--->Sales and Distribution-->Billing Documents-->Define Billing TypesSelect Billing type S1.Then check Posting Block, it should be unchecked.Check whether for the S1 billing document type Posting block has been checked or not. Ifit has been checked then uncheck it and secondly also check in the F2 billing documenttype whether S1 cancellation billing document type has been assigned or not.Finally check whether the billing document which you were cancellingthat billing document generated accounting document or not. If it hasnot generated the accounting document then check the settings in OBA7How To Do Configuration For Credit ManagementCredit and risk management takes place in the credit control area. According to yourcorporate requirements, you can implement credit management that is centralized,decentralized, or somewhere in between.An organizational unit that represents the area where customer credit is awarded andmonitored. This organizational unit can either be a single or several company codes, ifcredit control is performed across several company codes. One credit control areacontains credit control information for each customer.
  • 163. For example, if your credit management is centralized, you can define one credit controlarea for all of your company codes.If, on the other hand, your credit policy requires decentralized credit management, youcan define credit control areas for each company code or each group of company codes.Credit limits and credit exposure are managed at both credit control area and customerlevel. You set up credit control areas and other data related to credit management inCustomizing for Financial Accounting. The implementation guide is under EnterpriseStructure -> Definition or Assignment -> Financial Accounting and then Maintain creditcontrol area. You assign customers to specific credit control areas and specify theappropriate credit limits in the customer master record.Tips by : KapilaaSettings for determining the credit control area of a document. The settings of items 1 - 4are taken into account according to their priority. The credit control area found is storedin field VBAK-KKBER.1. Transaction OB38 Check which credit control area is assigned to the company code. Company code: Credit control area:2. Transaction OVFL Check which credit control area is assigned to the sales area. Sales area: Credit control area:3. Transaction XD02 or VD02 Check which credit control area is assigned to the payer. Payer: Credit control area:4. Transaction SE37 Is user exit EXIT_SAPV45K_001 being used?5. Transaction OBZK For the settings under items 2 - 4, field "All company codes" must be marked inTransaction OB45, or the credit control area must be entered under the relevant company code intable T001CM of the credit control areas allowed. Company code: Credit control areas allowed:
  • 164. 6. Settings for the credit checks7. Transaction OVAK Which settings do exist for the sales document type used? Sales document: Check credit: Credit group:8. Transaction OVAD Which settings do exist for the delivery type used? Delivery type: Credit group for delivery: Credit group for goods issue:9. Transaction OB01 Credit management/Change risk category Definition of the risk category for each credit control area. This risk category can be assigned to a credit account by using Transaction FD32.10. Transaction OVA8 Here, the individual credit checks for key fields o credit control area o risk category o credit group are set. Take these key fields from the above settings and go to the detail screen. In particular, check whether fields "Reaction" and "Status/block" are set correctly. To carry out follow-up actions in case of a credit block, the credit check status must be set (field "Status/block").11. Transaction FD32 Credit master data for the payer of the relevant document. Credit account: Credit limit: Risk category: Currency:12. Settings for updating the credit values Update of the credit values is required for thelimit check (static or dynamic credit limit check).13. Transaction OVA7 Update of the credit value is active for the corresponding item type if the check box ismarked. This field corresponds to field "Active receivable" in Transaction VOV7. Item type: Active receivable:
  • 165. 14. Transaction V/08, Pricing In the pricing procedure used for pricing, subtotal "A" must be entered in a line for determining the credit value (mark the pricing procedure and doubleclick on"Control"). Usually, the net value plus taxes is used. This way the system is determined to use this subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and usedfor update and credit check. You can find the used pricing procedure of the order under "Item -> Condition ->Analysis". Pricing procedure: Line with subtotal = A:15. Transaction OB45 Which update group (field "Update") do you use in the relevant credit control area?The default setting is "12". If you use another update group, check whether this is fine with you. If you open an OSS message, please tell us the alternative update group. Credit control area: Update:16. Transaction OMO1 Which kind of update did you choose for structure S066? In any case, "Synchronous update (1)" has to be chosen as the kind of update. All other settings will lead to errors.MRP block for Credit limit attained CustomersHow to block the requirement (MD04) generated by the item category in a salesorder when the customer has attained the credit limit? The MRP requirements stillappear even though the schedule is zero.You should try and use one of the standard requirements.See in transaction "VOFM".Under Requirements / Subsequent Functions / Reqs.Availablity.Try using routine 103, you may have to tweak if it doesnt work exactly as youd like.For example, you can write a routine 903 because you only wanted this reaction forcertain business units. Irregardless, using a routine similar to this will prevent therequirement from appearing in MD04 for orders blocked on credit.
  • 166. Code:DATA: W_ZSDCRD TYPE ZSD_CREDITBLCK.DATA: W_CMGST LIKE VBUK-CMGST.SELECT SINGLE * INTO W_ZSDCRDFROM ZSD_CREDITBLCKWHERE KKBER = VBAK-KKBERAND CTLPC = VBAK-CTLPC.IF SY-SUBRC = 0 AND VBUK-CMGST CA B.IMPORT VBUK-CMGST TO W_CMGST FROM MEMORY ID CREDIT.IF W_CMGST = SPACE.MESSAGE I706(Z1).EXPORT VBUK-CMGST TO MEMORY ID CREDIT.ENDIF.*} REPLACE*{ INSERT DEVK966908 1*} INSERT* Read the subsequent function information for the messagePERFORM FOFUN_TEXT_READ USING GL_FOFUNCHANGING FOFUN_TEXT.MESSAGE ID V1 TYPE E NUMBER 849WITH FOFUN_TEXTRAISING ERROR.*{ INSERT DEVK966908 2*} INSERTENDIF.ENDFORM.Credit Mgmt Dynamic checking-----Original Message-----Subject: Credit Mgmt Dynamic checkingFrom: Richard DraganiHi credit experts,Does anyone know how I can automatically re-execute a dynamic credit check a few daysprior to shipment for future dated sales orders. Any ideas would be appreciated.
  • 167. Rich Dragani-----Reply Message-----Subject: Re: LOG: Credit Mgmt Dynamic checkingFrom: Swami SubramanyanProgram RVKRED08? Or manually execute function moduleSD_ORDER_CREDIT_RECHECK.RegardsSwami-----Reply Message-----Subject: Re: Credit Mgmt Dynamic checkingFrom: Leslie PaolucciWe check credit at the time of the delivery (at delivery creation and before picking) anduse the blocked sales doc process/list to release them. This can be set up in customizingunder risk management-> credit management.-----End of Reply Message-----Sales value field in not getting updated after creatingthe billing-----Original Message-----Subject: Sales value field in not getting updated after creating the billingwe are on 4.6b. we are going for credit management but facing one problem. in fd32-customer credit management change - the sales value feild in not getting updated aftercreating the when i create the order - the order value get updated in the sales value in fd32. aftercreating the delivery - that value remains same in the feild of sales value. but when i amgoing for billing (delivery related), the bill value is appearing in receivables but theamountin sales value is not getting reduced. because of this the credit exposure is increasingcontinuously.update group for corrosponding credit ctrl area is 12. also the item is mark for creditupdate.can anyone tell the missing link?thanking in advance-----Reply Message-----Subject: RE: Sales value field in not getting updated after creating the billing
  • 168. Hi,You need to check couple of settings like:1. Your customer should be assigned the credit control area.2. In your Item Category Credit should be active.Regards,-----Reply Message-----Subject: RE: Sales value field in not getting updated after creating the billingcustomer is assign to concorn CCA and item category is mark for credit active-----Reply Message-----Subject: RE: Sales value field in not getting updated after creating the billingHi,Check the credit update group in the transaction OB45. The credit update group controlswhen the values of open sales orders, deliveries and billing documents are updated. Itshould be 000012.Further also refer to the OSS note 18613.Have fun-----End of Message-----Difference Between Simple and Automatic CreditCheck TypesExplain in detail difference between simple and automatic credit check types. Inautomatic check, difference between static and dynamic checks.SIMPLE CREDIT CHECK : Tr.Code - FD32It Considers the Doc.Value + Open Items.Doc.Value : Sales Order Has been saved but not deliveredOpen Item : Sales Order has been saved , Delivered, Billed & Transfered to FI, but notreceived the payment from the customer.
  • 169. Eg: Customer Credit Limit is Rs.1,00,000/- Suppose Doc.Value + Open Item Value is Rs.1,10,000/-Here credit limit exceeds then system reacts.Options : A) Warning Message B) Error Message (Sales Order wont be saved) C) Error Message with Delivery BlockAUTOMATIC CREDIT CHECK : Give extra credit facilities to the particularcustomer.STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory +Credit Control Area.A) Credit Checking Groups : Types of Checking Groups. 01) Sales 02) Deliveries 03) Goods IssueAt all the above 3 levels orders can be blocked.B) Risk Catageory : Based on the risk catageories company decide how much credit hasto give to the customer.HIGH RISK (0001) : LOW CREDITLOW RISK (0002) : MORE CREDITMEDIUM RISK(0003) : Average CreditStatic Credit Check it checks all these doc value & check with the credit limit1) Open Doc.Value / Sales Order Value : Which is save but not delievered2) Open Delivery Doc.Value : Which is delivered but not billed3) Open Billing Doc.Value : Which is billed but not posted to FI4) Open Item : Which is transfered to FI but not received from the customer.DYNAMIC CREDIT CHECK : 1) Open Doc 2) Open Delivery 3) Open Billing 4) Open Items 5) Horizon Period = Eg.3MonthsHere the System will not consider the above 1,2,3& 4 values for the lost 3 months
  • 170. Then assign the Sales Doc & Del Documents.Sales Doc.Type(OR) + credit Check(0) + Credit Group (01)Credit Limit Check for Delivery Type : Del.Type (LF) + Del CreditGroup (02) + Goods Issue Credit Group (03)Tips by Ch.Y.Rajasekahar Set Up for Credit Card Payment ProcessingGiven below is the set up for credit card payment processing:Set Up Credit Control Areas:Define Credit Control AreaTransaction: OB45Tables: T014Action: Define a credit control area and its associated currency. The Update Groupshould be ‘00012’. This entry is required so the sales order will calculate the value toauthorizeAssign Company Code to Credit Control AreaTransaction: OB38Tables: T001Action: Assign a default credit control area for each company codeDefine Permitted Credit Control Area for a CompanyCodeTransaction:Tables: T001CMAction: For each company code enter every credit control area that can be usedIdentify Credit PriceTransaction: V/08Tables: T683SAction: Towards the end of the pricing procedure, after all pricing and tax determination,create a subtotal line to store the value of the price plus any sales tax. Make thefollowing entries:Sub to: “A”Reqt: “2”AltCTy: “4”Automatic Credit CheckingTransaction: OVA8Tables: T691F
  • 171. Action: Select each combination of credit control areas, risk categories and documenttypes for which credit checking should be bypassed. You need to mark the field “noCredit Check” with the valid number for sales documents.Set Up Payment GuaranteesDefine Forms of Payment GuaranteeTransaction: OVFDTables: T691KAction: R/3 is delivered with form “02” defined for payment cards. Other than thedescriptor, the only other entry should be “3” in the column labeled “PymtGuaCat”Define Payment Guarantee ProcedureTransaction:Tables: T691M/T691OAction: Define a procedure and a description.Forms of Payment Guarantee and make the following entries Sequential Number “1”Payment Guarantee Form “02”Routine Number “0” Routine Number can be used to validate payment card presence.Define Customer Payment Guarantee FlagTransaction:Tables: T691PAction: Define a flag to be stored in table.Create Customer Payment Guarantee = “Payment Card Payment Cards (All Customerscan use Payment Cards)”.Define Sales Document Payment Guarantee FlagTransaction:Tables: T691RAction: Define the flag that will be associated with sales document types that are relevantfor payment cardsAssign Sales Document Payment Guarantee FlagTransaction:Tables: TVAKAction: Assign the document flag type the sales documents types that are relevant forpayment cards.Determine Payment Guarantee ProcedureTransaction: OVFJTables: T691UAction: Combine the Customer flag and the sales document flag to derive the paymentguarantee procedurePayment Card Configuration
  • 172. Define Card TypesTransaction:Tables: TVCINAction: Create the different card types plus the routine that validates the card for lengthand prefix (etc…)Visa , Mastercard, American Express, and DiscoverCreate the following entries for each payment cardAMEX American Express ZCCARD_CHECK_AMEX MonthDC Discover Card ZCCARD_CHECK_DC Month*****MC Mastercard ZCCARD_CHECK_MC MonthVISA Visa ZCCARD_CHECK_VISA MonthThe Routines can be created based on the original routines delivered by SAP.*****SAP does not deliver a card check for Discover Card. We created our own routine.Define Card CategoriesTransaction:Tables: TVCTYAction: Define the card category to determine if apayment card is a credit card or a procurement card.Create the following two entriesCat Description One Card Additional DataCC Credit Cards No-check No-checkPC Procurement Cards No-check CheckDetermine Card CategoriesTransaction:Tables: TVCTDAction: For each card category map the account number range to a card category.Multiple ranges are possible for each card category or a masking technique can be used.Get the card number ranges from user community. Below is just a sample of what I amaware are the different types of cards.Visa Credit Expires in 7 days. 400000 405500 405505 405549 405555 415927 415929 424603 424606 427532 427534 428799 428900 471699 471700 499999Visa Procurement Expires in 7 days. 405501 405504 405550 405554
  • 173. 415928 415928 424604 424605 427533 427533 428800 428899Mastercard Credit Expires in 30 days 500000 540499 540600 554999 557000 599999Mastercard Procurement Expires in 30 days 540500 540599 555000 556999American Express Credit Expires in 30 days 340000 349999 370000 379999Discover Card Credit Expires in 30 days 601100 601199Set Sales Documents to accept Payment Card Information Transaction:Tables: TVAKAction: Review the listing of Sales Document types and enter “03” in the column labeled“PT” for each type which can accept a payment cardConfiguration for Authorization RequestMaintain Authorization RequirementsTransaction: OV9ATables: TFRMAction: Define and activate the abap requirement that determines when an authorizationis sent. Note that the following tables are available to be used in the abap requirement(VBAK, VBAP, VBKD, VBUK, and VBUP).Define Checking GroupTransaction:Tables: CCPGAAction: Define a checking group and enter thedescription. Then follow the below guidelines for the remaining fields to be filled.AuthReq Routine 901 is set here.PreAu If checked R/3 will request an authorization for a .01 and the authorization will beflagged as such. (Insight does not use pre-authorization check).A horizon This is the days in the future SAP will use to determine the value to authorize(Insight does not use auth horizon period).Valid You will get warning message if the payment card is expiring within 30 days oforder entry date.
  • 174. Assign Checking Group to Sales DocumentTransaction:Tables: TVAKAction: Assign the checking group to the sales order types relevant for payment cardsDefine Authorization Validity PeriodsTransaction:Tables: TVCINAction: For each card type enter the authorization validity period in days.AMEX American Express 30DC Discover card 30MC Master card 30VISA Visa 7Configuration for clearing housesCreate new General Ledger AccountsTransaction: FS01Tables:Action: Two General Ledger accounts need to be created for each payment card type.One for A/R reconciliation purposes and one for credit card clearing.Maintain Condition TypesTransaction: OV85Tables: T685Action: Define a condition type for account determination and assign it to accesssequence “A001”Define account determination procedureTransaction: OV86Tables: T683 / T683SAction: Define procedure name and select the procedure for control. Enter the conditiontype defined in the previous step.Assign account determination procedureTransaction:Tables:Action: Determine which billing type we are using for payment card process.Authorization and Settlement ControlTransaction:Tables: TCCAAAction: Define the general ledger accounts for reconciliation and clearing and assign the
  • 175. function modules for authorization and settlement along with the proper RFC destinationsfor each.Enter Merchant ID’sTransaction:Tables: TCCMAction: Create the merchant id’s that the company uses to process payment cardsAssign merchant id’sTransaction:Tables: TCCAAAction: Enter the merchant id’s with each clearinghouse accountDunning Process In Credit ManagementExplain about dunning process in credit management?Let me explain in simple terms:1) You have a Customer which you had felt, he is doing good business and suppliedmaterial on Credit of 45 days.2) Since this customer is good as you felt, you have not managed Credit Checks as well.So, he had comfortably reached to the fullest credit (or even more) which you can affordfor any customer.3) One fine day you got realised that, there is very bad debt with this customer and needto recover from him and till then, there will be no further supply to the customer.4) Your companys legal department has laid a policy that, inorder to recover any baddebts, like:a) We will send a normal payment reminder.b) In case customer doesnt respond, we will send at least further reminder (dunningnotice) may be 9 times (9 reminders) (Dunning level) and what intervels of time (dunning frequency)c) Still if the customer doesnt resopond for the reminders, you will file a law suit againstthe customer for recovering the Payments.d) Finally, after getting veridict, you may proceed for auction of his property or as per theorder for Law.Now in SAP, the definition of Dunning procedure is a pre-defined procedure specifyinghow customers or vendors are dunned.For each procedure, the user defines- Number of dunning levels- Dunning frequency
  • 176. - Amount limits- Texts for the dunning noticesIn SAP, you will maintain the Dunning Procedure at customer master. Referring to thisyour SD Team / FI Team (user team) will effect DunningPS: You might remembered the dunning procedure laid by Relaince Mobile, sometimeback, sending street rowdies for recovering the bad debts from users. That is dunning.Remember Reliance, you will not forget dunning forever. What Is Credit Exposure What do you mean by credit exposure?They are the transactions with a customer that are relevant for credit limits on a specifieddate.The credit exposure is updated based on the update algorithm assigned to the creditcontrol area.000012 - updated at Sales Order000015 - updated at Delivery000018 - updated at BillingTo look at only Receivables for a customer look in FD32. If you have bad data run thereorganization program through SE38.Check Note 425523 - Collection of consulting notes: Credit update and related.Surely you must run report RVKRED77 (Note 400311 - RVKRED77: Reorganizationcredit data, new documentation and related will help you).1. How is credit exposure calculated (seen in FD32)?It’s simple summation of Receivables + Special liabilities (like down payments, advance)+ Sales value2. If Update=000012 in CCAr then on creating Sales Order, the exposure increasesby SO value.But if update=000015, then also on creating Sales Order, the exposure increases bySO value.Is this correct?I think in case of 000015 Open sales order values should not be considered.
  • 177. 3. What role exposure play in the credit management process. I mean does thesystem match the value of credit exposure with credit limit to find that it is exceededor it does it differently?Credit exposure is in fact the main player. In credit management if the customer’s creditlimit is 10000 and credit exposure is 9900 then customer can only be able to buy nowworth of 100 only. It’s the credit exposure which should not crossed over the credit limit.For reporting purpose, where we can get customer credit exposure which showing inFD32.Go to t.code F.31 for an overview of the credit exposure, and also you can uses_ALR_8701212218 to overview the credit exposure. SAP SD CIN ConfigurationBy ShesagiriWhat is CIN?CIN Means Country India VersionIn Indian Taxing procedure, Excise Duty plays a vital role in manufacturing cenario’s.Excise related configuration is known as CIN configuration. CIN Configuration is a topicin itself.Some info on CIN Configuration (it may not appear as understandable below, but if youcheck on screen, it will be understood better)Country Version India comes with four pricing procedures as follows:- JINFAC (Sales from manufacturing plants)- JINEXP (Export sales)- JINDEP (Sales from depots)- JINSTK (Stock transfersCIN: IMG > Logistics - General > Tax on Goods Movement > India > Basic Settings >Maintain Excise RegistrationsIn this IMG activity, you maintain the data relating to your excise registrations.- Enter each of your excise registrations, specifying a four-character code for each ExciseRegistration IdsIn this activity, you maintain excise registration IDs. You create one ID for each of yourbusinesss excise registrations.- For each excise registration in your business create a registration ID, and state:- Which taxes the registration covers (additional excise duty, special excise duty, andcess) Fields for any taxes that are not covered will be hidden in transactions involving
  • 178. excise duty.- The maximum number of items to be printed on each excise invoice- Whether you are allowed partial CENVAT creditsMaintain Registration ID NUMBER, Excise code number, excise registration numberECC Number: Specifies the organizations ECC number.Excise Registration Number: A number assigned to each premises or location that hasregistered as a manufacturer with the excise authorities.Every entity with an excise registration number is required to keep its own excise books.Excise range: Specifies the excise range in whose area the excise registration is located.Excise Division: Specifies the excise division in whose area the excise registration islocated.Excise Collectorate: The code of the excise collectorate in whose area the exciseregistration is located.Indicator for confirming, AED usage Additional Excise duty Percentage.These are livable under the additional duties of excise act. These duties are in addition tobasic excise duty and special excise duty. Example - Additional Excise duty is livable incase of textile products, tobacco and sugar.Similarly for SED CESS Number of Items in Excise Invoice Shows the maximumnumber of line items that the authorities allow per excise invoice.Dependencies - This information is used when you create an excise invoice in Sales andDistribution (SD) for factory sales and for other movements. This information is used tosplit the transfer postings items into multiple subcontracting challans.Excise register set description: Description of the excise registers set.Partial CENVAT Credit: Indicates that the excise registration ID is allowed to credit onlya portion of its input excise duty to its CENVAT accountDependencies - When you post a goods receipt, the system splits the input excise duty onthe material into its deductible and nondeductible amounts. It posts the deductible duty tothe appropriate CENVAT account, and adds the nondeductible duty to the material value.This information is also shown when you post the vendors excise invoice.Maintain Company Code Settings.In this IMG activity, you maintain the data relating to your company codes.Document Type for CENVAT Postings.It controls, which document type the system uses when making CENVAT postings inFinancial Accounting (FI). Here ED is document type for cenvat posting.
  • 179. Indicator for providing debit account overwritingDebit Account Overwrite Indicator. X - Indicates debit accounts can be overwritten. UseIn excise journal voucher transaction. It provides the flexibility to the user to enter thedebit account of his choice depending on the nature of transaction.Automatic balance Indicator - Excise year start month. The calendar month marking thebeginning of the excise year. This start month represents the month for the start of theexcise invoice number range. The month 04 is entered here indicating April of thecalendar year as the start month for excise invoices. Any change by the Excise authoritiesregarding start month should be taken care of by an entry in this field and initialization.Excise invoice selection procedure :Excise invoice selection type. To indicate the methodopted by the company for selecting the excise invoice. It can be either earliest or latestinvoices that were received. Number of excise invoices to be selected Indicates thenumber of excise invoices that needs to be selected in the excise invoice selection.Days to be considered for excise invoice selection Number of days from document datefor excise invoice selection.Example - If the value of this field is 20 and today is 28-03-97. The excise invoiceselection will show the related invoices only for the period 08-03-97 to 28-03-97.Document type for TDS FI posting: Financial accounting document type for TDSposting.Document type for FI posting on Utilisation Financial accounting document type for TDSposting.Indicator for item level excise duty round off - This indicator is to be used for decidingwhether Item level excise duty amount rounding off is required during procurement cycle. If marked X then theexcise duty amount will be rounded off to the nearest rupee at the Purchase order level.This will not round off the CENVAT credit to be taken. If the duty amount is less thanone rupee then no rounding is doneRounding off of Excise duty for outgoing excise invoice - You can round off the Exciseamount to be paid during an outgoing Excise invoice by marking this indicator as X. The rounding is done at the item level foreach item where the amount is greater than 1 Rupee.Immediate Credit on Capital Goods - Instructs the system, when you verify a goodsreceipt for capital goods, to immediately post half of the input excise duty to theappropriate CENVAT accounts. The rest is posted the CENVAT on hold account, foruse in the following year.CVD Clearing Account - Specifies which G/L account the system credits when you takea CENVAT credit on countervailing duty in the Incoming Excise Invoices transaction.
  • 180. Exchange rate type - Key representing a type of exchange rate in the system.- You enter the exchange rate type to store different exchange rates. Example - You canuse the exchange rate type to define a buying rate, selling rate, or average rate fortranslating foreign currency amounts. You can use the average rate for the currencytranslation, and the bank buying and selling rates for valuation of foreign currencyamounts.Exchange rate type to be used for Export excise duty converts - When you are creating anExcise invoice for export sales then the exchange rate for duty calculation will be pickedup using this Exchange rate type.Maintain Plant Settings - In this IMG activity, you maintain excise information relating toyour plants.Plant Settings - In this activity, you maintain excise information relating to your plants.For each plant:- Specify whether it is a manufacturing site or a depot.- Assign it an excise registration ID. - You can assign the same ID to more than one plant,if required.Depot - Indicates that the plant in question is a depot. - Depots are required to prepareregister RG 23D, and follow different procedures for goods receipt and invoicegeneration.- Number of goods receipt per excise invoice.- Multiple GR for one excise invoice, Single credit- Multiple GR for one excise invoice, multiple creditMaintain Excise Groups - In this IMG activity, you define your excise groups. For eachexcise group, you can also control how various excise invoice transactions will work.Excise Groups - In this activity, you define excise groups. An excise group allows you tomaintain a separate set of excise registers and excise accounts. The RG 23A, RG 23C andPLA serial numbers are created for an excise group.Recommendation - Under normal circumstances, excise authorities require everybusiness to maintain only one set of excise registers and one set of accounts. But throughexemption from the authorities, multiple books can be maintained.If your company has only one set of excise registers, then you need to maintain only oneexcise group.1. Create one excise group for each set of registers that you need to keep.2. Assign the excise groups to plants.3. Maintain whether this Excise group is for a depot or not.If you receive only one consignment for an Excise challan then you can leave GRs per EIas blank. If you receive multiple GRs for a given Excise challan and would like to availmultiple credit mark the GRs per EI as Multiple GRs for one excise invoice, multiplecredit. Alternatively if you want to availa the credit only after all the goods receipts
  • 181. have been made mark it as Multiple GR for one excise invoice, single credit.4. If you want to automatically create Excise invoice during Sales cycle at the time ofbilling the tick the indicator Create EI5. During depot sales if you do not want to do RG23D selection and posting separatelyand would like to complete RG23D selection in one step mark the indicator RG23DAuto post. This will post the selected records into RG23D automatically. You cannotcancel the selection later.6. If the indicator Default GR qty is marked system will default the Excise challanquantity on to the Goods receipt if the Excise invoice number is given in the pop-up.7. If the indicator Folio no create is marked system will generate Folio numbers forRG23D during receipt of excise invoice into depot.8. Automatic posting when ticked will post the Excise invoice other movementsautomatically along with creation in single step.9. Create Part1 for Block Stock when marked will create a Part1 during the receipt ofmaterial into Blocked stock .10. Create Part1 for STO when marked will create a Part1 during the receipt of materialthrough inter plant transfers.11. Create Part1 for consumption stock when marked will create a Part1 during thereceipt of material into consumption stock. Excise Group Governs which set of exciseregisters a business transaction will be included in.Following is the relation between excise group, plant and registration. - In define excisegroups in Customizing.Then, in transactions involving excise duty, for example, when you post a vendors exciseinvoice, you specify which excise group you are using. This information tells the systemwhich G/L accounts to post the excise to. At the end of the period, when you come toprepare your excise registers, you create different sets for each excise group.Indicates that the plant in question is a depot. - Depots are required to prepare register RG23D, and follow different procedures for goods receipt and invoice generation.- GR Per Excise Invoice- Multiple GR for one excise invoice , Multiple credit- Multiple GR for one excise invoice , Single CreditCreate Excise Invoice Automatically - Instructs the system to automatically create a Salesand Distribution (SD) excise invoice immediately you create a commercial invoice or apro forma invoice.The excise invoice is created in the background. - If you want to make use of thisfunction, you must also define the default plant, excise group, and series groups in Customizing for Sales and Distribution(SD), by choosing Excise Group - Series Group Determination.RG23D Sales Creation and posting option - RG23D Automatic Option if selected willcreate Depot excise invoice by posting the selection of excise invoices in single step. Ifthis is not selected then you need to separately do RG23D selection followed by PGI and then RG23D verification and posting. If you need automatic
  • 182. posting of RG23D selection then the Post Goods Issue should have been completedbefore running RG23D selection.Default excise qty in GR - If this indicator is ticked then while doing Goods Receiptusing MB01 system will default the excise invoice quantity on to the Goods receiptdocument.Folio number for depo Posting - If this indicator is marked then while creating Exciseinvoice for other movements system automatically does the Verify and Post. You neednot separately Post the excise invoiceAlso we can set indicator for creation of part 1 for:- Blocked stock- Stock transport order- Consignment stockMaintain Series Group - In this IMG activity, you define the different excise seriesgroups within your company. Series groups allow you to maintain multiple numberranges for the outgoing excise documents. Based on excise regulations and exemptionsfrom the authorities you can maintain multiple number series for outgoing documents.But each of these series has to be declared to the excise authorities.- Define excise series groups based on type of outgoing document- Assign series group to excise registration ID- If no financial postings are required for an Excise invoice in this seris group then youtick the No utilization indicator.- If the CENVAT has to be paid immediately and you need not wait for the Fort nightlypayment then mark the Immediate Utilization Iindicator. Example - You could definetwo series groups, group 001 for excise invoices, and group 002 for 57 F4 documents.- No account postings for CENVAT in sales cycle- No utilization FlagIf you do not need any CENVAT utilization for an excise invoice but would like to justgenerate an excise invoice then you need to mark this indicator.If the flag is checked then system will create an Excise invoice in the given Series groupbut there will not be any account postings or Part2 postings.Immediate Utilization of CENVAT - Specifies that when you create an excise invoice,the system immediately pays the amount from CENVAT and creates the Part II entry.Such invoices will not be listed for fortnightly utilization.If you have both fortnightly and immediate utilization for the same excise group, theaccount determination within CIN IMG should point to the ED interim account.Account determination for immediate payment will be done exactly the same as beingdone for fortnightly utilization program.
  • 183. Maintain Excise Duty Indicators - In this IMG activity, you maintain the excise dutyindicators.IMG > Logistics - General > Tax On Goods Movement > India > Basic Settings >Determination of Excise Duty > Select Tax Calculation ProcedureIn this IMG activity, you specify which tax procedure you want to use for determiningexcise duties and sales taxes on input materials in India.- If you use condition-based excise determination, use a copy of the tax procedureTAXINN.- If you use formula-based excise determination, use a copy of the tax procedureTAXINJ.This tax procedure also supports condition-based excise determination, so that you canwork with both concurrently.We strongly recommend that new customers use condition-based excise determination.Note that once you have started using a tax procedure, you cannot switch to another one,otherwise you will not be able to display old documents.Maintain Excise Defaults - In this IMG activity, you define which tax procedure andpricing condition types are used in calculating excise taxes using formula-based excisedetermination.If you use condition-based excise determination, fill out the CVD cond.field and leave all the others blank.If you use formula-based excise determination, fill out all of thefields as follows:- Enter the tax procedure and the pricing conditions that are relevantfor excise tax processing.- Specify the purchasing and sales conditions types used for basicexcise duty, additional excise duty, special excise duty, and cess.- Specify the conditions in the sales order that are used for exciserates.- Specify the countervailing duty condition type used for importpurchase orders.Return material From customerYou need to receipt the rejected goods through SD Module (VA01 - Sales Order typeRE).The steps are as follows :1. Create a return request. (Using Sales Order in SD)2. Create outbound delivery according to return request.3. If the setting is correct in the outbound delivery screen SAP will automatically switchpost goods issue button into post goods receipt. The setting is in sales order item categoryand delivery type.
  • 184. 4. In the standard system the movement type used is 651.5. After post goods issues receipt is done using outbound delivery, the quantity is placedin blocked stock without value updating.6. You will then decide if the return quantity are indeed bad stock or not.7. Transfer Posting from block stock to unrestricted stock (mvt type 453), this will haveaccounting effect (Debit Inventory, Credit COGS)8. Goods Issue to scrap account how to create new titles which can be used in creating the"address" view on the Vendor master.{T-Code: XK01}In config go to Basis Components --> basis services --> Address Management -->Maintain title texts Customer Returns and Replacement Orders What processes are involved with Customer Returns? How do wecreate a replacement order, and what should we do if a replacement is not issued?A return is a sales document used in complaints processing for when a customer sendsgoods back.You enter a return in the system if the customer returns damaged goods, or goods thathad been delivered for sale on approval. The return causes the system to: Register thereceipt of goods using a returns delivery, and post the goods to stock (for example,blocked stock).Create a credit memo, once you have checked the goods and approved the complaint. Areturn is another type of sales document like a standard order.The return triggers the following functions:- Delivery (returns delivery)- Billing (for creating a credit memo)When you create a return based on a complaint, you: Post the goods to your warehousefor checking And then, implement one of the following activities:- Approve the complaint and create a credit memo- Approve the complaint, and implement a free of charge subsequent delivery based onthe return- Reject the complaintPGI (Post Goods Issue) may be cancelled by Transaction code VL09. The accountingdocument is just the reverse of the original PGI document.
  • 185. In my company, we use project stock (movement type 601 Q for PGI). VL09 creates themovement type 602 Q. But rather than VL09, the generally accepted method in mycompany for the reverse items is to use the movement type 653, "back to the to thestorage location." The accounting document takes the cost "from" the project and movesit back "to" the storage location.The movement types are entered in the schedule lines in customizing, which are thenassigned to the item categories. However, in this process, "no invoice" takes place. If youhave a delivery related invoice, it should be cancelled beforehand.If you do not give replacement, the Customer Account needs to be credited.Please do not forget to create a Billing document (Formally Return Credit Memo) withreference to return delivery. It is very important in order to close the cycle. If you do notcreate a return credit memo, your delivery will keep appearing in the "Billing Due" listand with status "Being processed". When you create a return order type RE, the billingtype is picked up as RE (Return Credit Memo) automatically.When you are creating a replacement, you can create a replacement order, delivery, andbilling. To create the replacement order, you can define an order type by copying fromorder type OR. In the copy control, you can define the relevant item categories from REto OR. You can make reference Mandatory for this order type. The delivery type for thisreplacement order type will be LF and billing type F2.Customer Returns and Replacement Orders What processes are involved with Customer Returns? How do wecreate a replacement order, and what should we do if a replacement is not issued?A return is a sales document used in complaints processing for when a customer sendsgoods back.You enter a return in the system if the customer returns damaged goods, or goods thathad been delivered for sale on approval. The return causes the system to: Register thereceipt of goods using a returns delivery, and post the goods to stock (for example,blocked stock).Create a credit memo, once you have checked the goods and approved the complaint. Areturn is another type of sales document like a standard order.The return triggers the following functions:- Delivery (returns delivery)- Billing (for creating a credit memo)
  • 186. When you create a return based on a complaint, you: Post the goods to your warehousefor checking And then, implement one of the following activities:- Approve the complaint and create a credit memo- Approve the complaint, and implement a free of charge subsequent delivery based onthe return- Reject the complaintPGI (Post Goods Issue) may be cancelled by Transaction code VL09. The accountingdocument is just the reverse of the original PGI document.In my company, we use project stock (movement type 601 Q for PGI). VL09 creates themovement type 602 Q. But rather than VL09, the generally accepted method in mycompany for the reverse items is to use the movement type 653, "back to the to thestorage location." The accounting document takes the cost "from" the project and movesit back "to" the storage location.The movement types are entered in the schedule lines in customizing, which are thenassigned to the item categories. However, in this process, "no invoice" takes place. If youhave a delivery related invoice, it should be cancelled beforehand.If you do not give replacement, the Customer Account needs to be credited.Please do not forget to create a Billing document (Formally Return Credit Memo) withreference to return delivery. It is very important in order to close the cycle. If you do notcreate a return credit memo, your delivery will keep appearing in the "Billing Due" listand with status "Being processed". When you create a return order type RE, the billingtype is picked up as RE (Return Credit Memo) automatically.When you are creating a replacement, you can create a replacementorder, delivery, and billing. To create the replacement order, you candefine an order type by copying from order type OR. In the copycontrol, you can define the relevant item categories from RE to OR. Youcan make reference Mandatory for this order type. The delivery type forthis replacement order type will be LF and billing type F2.Customizing Customer Hierarchy in SDHow to configure and maintain the SD Customer Hierarchy?All the customizing is in SD/Master Data/Bussiness Partner/Customers/Customershierarchy1) Define hierarchy type: just put and ID and a name to the new hierarchy.2) Set partner determination: if you want to user the hierarchy in price determination,then, in the orders, at the header level, you have to have a Partner Procedure with a
  • 187. partner function for each level. In the partner procedure, in each partner function youmust indicate the source partner function. With this informacition, in the order, youobtain the bussiness partner for each partner function.3) Assign acount groups: you indicate which accounts groups are allowed for being partor your hierarchy.4) Assign sales areas: symple you indicate wich sales areas are allowed in your hierarchy.(Here you can customize common sales areas, just for not having to build de hierarchy inall the different sales areas).5) Assigning hierarchy type for pricing: you indicate which classes of documentos useshierarchy in pricing determination.It is possible to maintain so called customer hierarchies. This might be useful when forexample you create a condition discount for a customer that is part of such a hierarchystructure. All subnodes in the hierarchy below that customer, will thus receive the samediscount.Customer hierarchy setup, firstly decide the hierarchy type to be used.The standard is type A.You can also assign a partner function to the customer so that the higher level customerin the hierarchy is copied into a sales order as a partner function - but you dont need thatright?Next assign your customer account group to the hierarchy type. And enter thecombinations that will be allowed for creating the hierarchy.You want to assign a ship-to to a payer. So enter the ship to account group and enter thepayer account group as the higher level.You must also make an entry for permitted sales area assignments. So if you want to ahierarchy for customers in the same sales area then enter the sales area and enter the sameone as the higher level sales area.All these settings can be found in the IMG. Under SD - master data - business partners -customers - customer hierarchyYou use for example customer hierarchy when you have an company like Unilever andyou agree both on a discount. Unilever does have different locations / businesses and youhave to maintain the discount for all customers. If you use a customer hierarchy you canmaintain the discount for the partner in the top of the hierarchy and in this way it will bevalid for all customers in the hierarchy.Basic SD Questions On Product Hierarchies
  • 188. What is the significance of product hierarchy?Alphanumeric character string for grouping materials by combining variouscharacteristics. The product hierarchy is used for evaluation and pricing purposes.A product hierarchy is an alphanumeric character string which consists of 18 charactersat the most. Product hierarchy thus define the product and its composition.To take an example, a product hierarchy could be 00010002000300040005. The first fourcharacters 0001 could indicate that the product is a car. The next four characters couldindicate 0002 the plant in which the car has been manufactured. The third set ofcharacters could indicate the color of the car. The next set may determine its enginecapacity and so on. Thus, the product hierarchy helps in defining the productcomposition.Product hierarchy is defined in tcode v/76 according to levels.Then it is added as a user defined characteristic in tcode KES1.It is used for sales reporting functionality based on the product hierarchy. It is used forprofitability analysis reporting.Different material codes can have same product hierarchy (assigned to materialmaster in basic data view).When a sales cycle happen then after billing document a PA (profitability analysis)document is created in which product hierarchy is populated and used in CO-PAreporting.Explain the use of product hierarchy and the step by step procedure to define anduse it?Product Hierarchy is used for Profitability analysis. You can have maximum of threelevel in SAP for a product.You have to give the product hierarchy in Material master Sales- Sales Org -2 view. Youcan define the product hierarchy in IMG settings from the following pathCustomizing is to be made in:IMG -- Logistics General --> Material Master --> Settings for Key Fields --> DataRelevant to Sales and Distribution --> Define Product Hierarchies --> Maintain ProductHierarchy
  • 189. Product hierarchies can be created using code OVSV. A product hierarchy is assigned tothe material master record. The hierarchy is broken down into specific levels, each levelcontaining its own characteristics.A product hierarchy is recorded by the sequence of digits within a hierarchy number. Thehierarchy number can have a maximum of 18 digits with a maximum number of ninelevels.Thus by assigning the hierarchy number to the material, one can determine aclassification of the material. This hierarchy can be used in pricing with each level beingused as field in the condition technique.It’s like if you are having category CAR. In that many cars come into picture.CAR>>MARUTI>>SX4, Swift, zen, alto.B>> 01 >>01Then from above example B0101 is the hierarchy for SX4.So in that hierarchy many cars come, like variants and all the things.In this way you can take e.g. of wood products also.It shows the next level of the product. How many levels that productare having. How To Configure Product Hierarchy Product Hierarchy:Product hierarchies are the domain of materials management. A product hierarchy isassigned to the material master record. This hierarchy is broken down into specific levels,each level containing its own characteristics. A product hierarchy is recorded by thesequence of digits within a hierarchy number. This hierarchy number may have amaximum of 18 digits with a maximum of 9 levels. The custom Product hierarchies canbe maintained in V/76.Product Hierarchy Number of chars at Various level:In the standard system, the product hierarchy consists of up to 3 levels. The first andsecond levels have 5 digits and the third level has 8. The maximum number of digits is 18and the maximum number of levels is 9.You can define hierarchy nodes at the individual levels of the product hierarchy.
  • 190. The product hierarchy can be structured via DDIC structure PRODHS. In the standardsystem, a product hierarchy can be created with up to three levels. The individual levelscan contain the following number of digits:Level number of allowed digits:152538This can be changed as of Release 3.0, where it is possible to extend the maximumnumber of levels to 9.If you want to change the standard setting of PRODHS, e.g. you want to change thenumber of levels, proceed as follows:1. Create an appropriate domain in the Data Dictionary (type CHAR with the requiredlength).2. Assign these domains to the standard data elements PRODH1, PRODH2, ..., PRODH9.Please note that you should use these standard data elements.3. Change the structure PRODHS by creating or deleting fields with reference to the dataelements.Choose ZZPRODHN as field name, where n is the position of the field in the structurePRODHS.You want to change the structure of the product hierarchy from 5/5/8 digits to 5/5/5/3.Proceed as follows:Create the following domains:ZPRODH3 with length 5, category CHAR,ZPRODH4 with length 3, category CHAR,Change structure PRODHS:Structure PRODHS in the standard system:Structure Fields Data element Category LengthPRODHS ->PRODH1 PRODH1 CHAR 5
  • 191. PRODH2 PRODH2 CHAR 5PRODH3 PRODH3 CHAR 8Changes according to example:Structure Fields Data element Category LengthPRODHS ->PRODH1 PRODH1 CHAR 5PRODH2 PRODH2 CHAR 5PRODH3 PRODH3 CHAR 5ZZPRODH4 PRODH4 CHAR 3Please take help of ABAPER in extending the levels of Product hierarchy.Configure for Product hierarchy at :SPRO-> IMG-> Logistics - General-> Material Master-> Settings for Key Fields-> DataRelevant to Sales and Distribution-> Define Product HierarchiesImplement the Product Allocation FunctionalityWe are required to implement product allocation functionality in SAP R/3(Enterprise Version).We tried to do the elaborate steps as per the implementation guide but are notsuccessful. Can you kindly help by giving the simple steps for implementation.Please see if the following helps:Configuration Overview; Allocation Specific Usage1.Allocation Procedure (OV1Z) The product allocation procedure is the parent of theentire allocation process. All materials that are to be included in the allocation scheme arerequired to have an allocation procedure assigned to it in the material master. In addition,as of release 4.0, it is in the procedure that the method of allocation is defined. The userhas the opportunity to set an indicator to identify their choice of two different methods(discrete and cumulative allocation) to evaluate the quantities to be considered forproduct allocation.2.Allocation Object (OV2Z) The allocation object is the root level of the allocationprocess where actual data is entered and planned in LIS. The object allows the user to
  • 192. further break down a procedure into smaller parts for future validation of componentscomprising a specific material3.Allocation Hierarchy Mapping (OV3Z) Primarily, this transaction permits theassignment of an allocation procedure to an LIS information structure. Secondly, acharacter is assigned to the information structure to permit collective planning. Finally,the user can assign a step level to the procedure and information structure to sequence theorder in which allocation quantities are checked. This functionality allows the user theopportunity to check product allocation against several product allocation scenarios,before the required quantity is confirmed4.Define Consumption Periods (OV5Z) The allocation consumption periods functionalityis only valid if the allocation method flag has been set (OV1Z). If you have de-selectedthe method field, this functionality is not available. The consumption window indicatesthe number of past and future periods to be used in the allocation check.5.Control Product Allocation (OV4Z) In order for the allocation process to functionproperly, allocation control records are created primarily to map allocation proceduresteps to their corresponding objects so that the allocation data records can be located forvalidation. Secondly, validity periods must be established to indicate when the allocationcontrol records are active. Finally, the user has the option of establishing a conversionfactor per allocation control record to accommodate BOM listings of constrainedmaterials6.Activate Allocation for Requirement Class (OVZ0) In order to turn on allocation in thestandard order processing functionality, the requirements class must have a flagindicating that allocation is relevant.7.Activate Allocation for Schedule Line Category (OVZ8) In order to turn on allocationin the standard order processing functionality, the schedule line must have a flagindicating that allocation is relevant8.Create Planning Hierarchy (MC61) In order to adequately establish allocationquantities, the user must initially determine the level at which the allocation is to takeplace and the aggregation factor of the allocation quantities. In this step, the levels for thecollective allocation search procedure are also identified.9.Generate Masking Character (OV7Z) Upon completion of the level determination forthe planning hierarchy, the collective allocation masking character must be generated toallow aggregation indicators to be established. This transaction simply reads thehierarchy established in the planning table and then generates a collective mask characterfor each level of the hierarchy10.Modify Planning Hierarchy (MC62) This step is a repeat of MC61 where the initialhierarchy was established. In order to complete the hierarchical set up, the collective
  • 193. allocation (mask character) hierarchy must now be maintained with the appropriateaggregation factors11.Allocation Procedure Assignment to Material Master (MM02) At the root level of theallocation process are the materials. Each material that is to be considered in allocationscenario must be mapped to an allocation procedure. In order entry, then, when a materialis entered with a valid allocation procedure in the material master, the allocation data isverified prior to confirming the line item ordered12.List of Suitable Structures (OV9Z) This report is used to identify potential LISinformation structures that can be used in the product allocation process. This reportsimply reads through the data dictionary and selects all the active information structuresthat contain the field product allocation object (KONOB) as the first field. This data canthen be utilized in the mapping transaction (OV3Z) to link the allocation procedure stepto an information structure (previous step).Sending a billing document by e-mailFirst, your SAP system must be configure by the basis people in order for you to send anexternal mail.Whether it can send pdf or other file format will depends on the Mail Server you areusing.The basis people must also maintain the conversion parameters so that SAP knows howto convert the billing documents to be send as a pdf file or other desired format specifiedby your company.Finally, you have define the IMG in Maintain Output Determination for BillingDocuments (Output type MAIL)SAP Customizing Picking OutputFrom Release 4.5A, the system does no longer display the actions for SD picking in theimplementation guide.If you want to use the picking list according to the "old" procedure, you can maintain thelist as follows:o Carry out Transaction V/38 to maintain the output types.o Carry out Transaction OVLT to assign the picking list types to the shipping points. o Carry out Transaction V/53 to assign the picking lists to own forms and programs.
  • 194. Program for Sales Order by Customer,Date, SalesSales Order by Organisation, Customer - To create the Sales Order by More no ofDatesUsers can easily take the Report from this by selecting Different kinds like CustomerSpecific [And/Or] Sales Organisation Specific [And/Or] duration of date but Here Date isMandatory Fields user must have to give date as a selection criteriaIn Second level this report will interact with user where they can select date to see the fullDetails of Sales OrderSelection- Sales Organisation- Date- Customer this will be usefull when Selecting the CheckboxStandard Variants- Output- Sales OrderExampleDate SalesOrderNo Material Amount Currency10.01.2007 8530 732 1000 INR*&---------------------------------------------------------------------**& Report ZCHE_SALES_ORDER*&--------Done by V.Chellavelu on 11.01.2007--------------------------*REPORT zche_sales_order .****************************Declarations********************************TABLES: vbkd,vepvg.",vbak,vbap,vbpa,vakpa, vapma.DATA: BEGIN OF sal OCCURS 0, ch TYPE checkbox, vbeln LIKE vbak-vbeln, " sales document netwr LIKE vbak-netwr, "Net Value of the SalesOrder matnr LIKE vbap-matnr, "material no. waerk LIKE vbak-waerk, "curr. dat LIKE vbak-erdat, "date. END OF sal.DATA: newsal LIKE sal OCCURS 0 WITH HEADER LINE.DATA: amount LIKE vbak-netwr, date2(15),date3(8),date4(1), date5(2),date6(2).DATA: lin LIKE sy-curow VALUE 1,"Screens, vertical cursor position at "PAI available in SYST struc. checkbox TYPE c ,
  • 195. dat LIKE vbak-erdat.*******************Selection**Screen**Design****************************SELECTION-SCREEN BEGIN OF BLOCK blk1 WITH FRAME TITLE text-001.PARAMETERS: vkorg LIKE vepvg-vkorg, vtweg LIKE vepvg-vtweg, spart LIKE vepvg-spart.SELECT-OPTIONS date FOR vbkd-bstdk DEFAULT sy-datum TO sy-datum OBLIGATORY.SELECTION-SCREEN END OF BLOCK blk1.SELECTION-SCREEN BEGIN OF BLOCK blk2 WITH FRAME TITLE text-002.SELECTION-SCREEN BEGIN OF LINE.SELECTION-SCREEN POSITION 10.PARAMETERS: chk1 AS CHECKBOX.SELECTION-SCREEN POSITION 20.PARAMETERS: kunnr1 LIKE vbpa-kunnr.SELECTION-SCREEN END OF LINE.SELECTION-SCREEN END OF BLOCK blk2.********************First**Level**Operation*****************************IF chk1 <> X. IF vkorg <> . PERFORM organisation. ELSE. PERFORM organisation_else. ENDIF.ELSE. IF vkorg <> . PERFORM cus_orga. ELSE. PERFORM cus_orga_else. ENDIF.ENDIF.* Displaying the contents which is selected from table by* -selection conditionsSORT sal BY dat.LOOP AT sal. ON CHANGE OF sal-dat.* FORMAT HOTSPOT ON. IF sy-tabix = 1. WRITE: sy-vline, sal-ch AS CHECKBOX,sal-dat . CLEAR amount. ELSE. WRITE:sy-vline, amount,/ sy-vline, sal-ch AS CHECKBOX,sal-dat. CLEAR amount. ENDIF. ENDON. amount = amount + sal-netwr. AT LAST. WRITE:sy-vline, amount. ULINE. SUM.
  • 196. * FORMAT HOTSPOT OFF. FORMAT COLOR = 3. WRITE:/ Total Amount:, sal-netwr UNDER amount. ENDAT.ENDLOOP.**********************Interaction with report**************************SET PF-STATUS BANU. " To create Application ToolBar for DisplayButton* To verify Double click on BANUAT USER-COMMAND. " This will execute after pressing Display Button CASE sy-ucomm. WHEN DISP. free newsal. DO. READ LINE lin FIELD VALUE sal-ch INTO checkbox. IF sy-subrc NE 0. EXIT. ENDIF. IF checkbox = X. PERFORM datecon. PERFORM process. ENDIF. lin = lin + 1. ENDDO. PERFORM selection. ENDCASE.************************ SUB ROUTINE Area*******************************This Process SubRoutine will assign the values from current* -InternalTable (sal) into other IT(newsal), by date which is* - selected by CheckBoxFORM process. LOOP AT sal WHERE dat = dat. newsal-ch = X. newsal-vbeln = sal-vbeln. newsal-netwr = sal-netwr. newsal-matnr = sal-matnr. newsal-waerk = sal-waerk. newsal-dat = sal-dat. APPEND newsal. ENDLOOP.ENDFORM. "process*&---------This will display the values for selected dates from new --**---------------------internal Table (newsal)-------------------------**& Form SELECTION*&--------------------------------------------------------------------**---------------------------------------------------------------------*FORM selection. ULINE. FORMAT COLOR = 1. WRITE:sy-vline,Date,AT 14 sy-vline, Order NO, AT 27 sy-vline,Order Material, AT 48 sy-vline,Order Value(AMT) Currency . FORMAT COLOR OFF. ULINE.
  • 197. LOOP AT newsal. ON CHANGE OF newsal-dat. IF sy-tabix <> 1. WRITE:/ sy-vline, AT 14 sy-vline,AT 27 sy-vline,AT 48 sy-vline. WRITE:/ sy-vline,newsal-dat,sy-vline,AT 27 sy-vline,AT 48 sy-vline. ELSE. WRITE: sy-vline,newsal-dat,sy-vline,AT 27 sy-vline,AT 48 sy-vline. ENDIF. ENDON. WRITE:/ sy-vline, AT 14 sy-vline,newsal-vbeln,sy-vline, newsal-matnr, sy-vline, newsal-netwr, newsal-waerk. AT LAST. SUM. ULINE. FORMAT COLOR = 3. WRITE:/ sy-vline, AT 15 Total Amount for selected month:, newsal-netwr UNDER newsal-netwr. FORMAT COLOR OFF. ULINE. ENDAT. ENDLOOP. lin = 1. FREE newsal.ENDFORM. "SELECTION* This Date convertion is must for pick the particular Date from the* -displayed line, and here we are reversing the Date likeYYYY/MM/DD* -because to Check or assign the date we need to give in reverseorder*&--------------------------------------------------------------------**& Form DATECON*&--------------------------------------------------------------------** text*---------------------------------------------------------------------*FORM datecon. date2 = sy-lisel(17). SHIFT date2 LEFT BY 4 PLACES. WHILE date2 <> . SHIFT date2 RIGHT. date4 = date2+11. IF date4 <> .. CONCATENATE date4 date3 INTO date3. ENDIF. ENDWHILE. date5 = date3(2). date6 = date3+2. date3 = date3+4. CONCATENATE date3 date6 date5 INTO date3. dat = date3.* SORT dat BY dat.* DELETE ADJACENT DUPLICATES FROM dat COMPARING dat.ENDFORM. "DATECON* Here we are doing different kinds of selections by the EndUsers
  • 198. needs*&---------When user selectiong an Sales Organisation-----------------**& Form ORGANISATION*&--------------------------------------------------------------------** text*---------------------------------------------------------------------*FORM organisation. SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ONf~vbeln = p~vbeln WHERE p~audat IN date AND p~vkorg = vkorg. APPEND sal. ENDSELECT.ENDFORM. "ORGANISATION*&---------Without Sales Organisation i.e All Organisation------------**& Form ORGANISATION_ELSE*&--------------------------------------------------------------------** text*---------------------------------------------------------------------*FORM organisation_else. SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON f~vbeln = p~vbeln WHERE p~audat IN date. APPEND sal. ENDSELECT.ENDFORM. "ORGANISATION_ELSE*&------------When Selecting Customer by choosing CheckBox------------**& Form CUS_ORGA*&--------------------------------------------------------------------** text*---------------------------------------------------------------------*FORM cus_orga. SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON f~vbeln = p~vbeln WHERE p~audat IN date AND p~vkorg = vkorg AND p~kunnr = kunnr1. APPEND sal. ENDSELECT.ENDFORM. "CUS_ORGA*&------------Without Customer by without choosing CheckBox-----------**& Form CUS_ORGA_ELSE*&--------------------------------------------------------------------** text*---------------------------------------------------------------------*FORM cus_orga_else. SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON
  • 199. f~vbeln = p~vbeln WHERE p~audat IN date AND p~kunnr = kunnr1. APPEND sal. ENDSELECT.How To Maintain Output Types in SDERP SAP ==> SD SAP When I am creating a bill and saving it and then giving issueoutput to and then header preview, the system does not respond. Should I maintaincondition records? Where and how to maintain?For getting any output either by print, Fax, or any media you have to do outputdetermination. output determination is also carried by Condition techniques. The detailprocedure for Output Determination is :OutPut Determintaion :Output is a form of media from your business to one of its business partners or it can bewithin the organization. The output can be sent to any of the partners defined in thedocument. Outputs are usually in the form of Order Confirmations, Freight List, DeliveryNotes, Invoices & Shipping Notifications. Determining form of output is outputdetermination.Types of Output:Print Output, Fax, Telex, E-Mail & EDI (Electronic Data Interchange)--> PRINT OUTPUT:Configuration path: ( following are the steps)1) SPRO-> IMG-> Basic Functions-> Output Control-> Output Determination-> OutputDetermination using Condition Technique- >Output Determination for Sales Documents(or you can use output determination for billing documents depending on yourrequirement).2) Create Condition Table: select the field Sales Doc Type from field catalog & Save3) Maintain Access Sequence: 4-digits code & description.4) Assign condition table to access sequence. Select Accesses line item and Go To Fields.Fields will display the fields we have selected in the condition table i.e. sales doc type.
  • 200. Maintain Output Types:AF00: InquiryAN00: QuotationBA00: Order ConfirmationLD00: DeliveryRD00: InvoiceSelect BA00 & Copy & Rename. Give the same 4-digit code as given to access sequence.You Can Maintain:Languages of OutputPartners (to whom you need to send output)Print Program- print specificationSap Script- layoutAssign Output Types to Partner Functions: go to new entries & assign your output type topartner functions.Maintain Output Determination Procedure: V10000 (Standard Procedure). Go to newentries and create your own 6-digit code with description. Select the procedure, go toControl Data. Here mention the output type i.e. condition type and leave requirement andmanual only columns as blank.Determination Rule: link the 6-digit procedure code to doc types.Create Condition Records: VV11. Select document type and click on Communication.Mention partner function, medium, time. Output device: LP01, Spool request Name:SD_003, Suffix 2: order_confir & flag on print immediately.Once you press enter you will come across 2 key combinations:Sales organisation/ Customer Number: fill SO, Customer No, Partner FunctionAbbreviation, Partner to whom the output should be sent, time, medium, language.It contains: Sales Orgnisation, Customer, Partner Function (The abbreviated form of thename that identifies the Partner) (During output determination, the system determines therecipient of the output from the master record for the specified partner function. In this
  • 201. field, you can explicitly specify a recipient that will override the standard partner. Theremust also be a master record for the partner that is specified explicitly.), Medium, Time& Language.}Order Type: Document Type, Partner Function (abbreviation), Partner, Medium, Time &Language.Path For Output Determination For Sales Documents: Logistics -> Sales/distribution ->Master data -> Output -> Sales Document -> Create (t-code VV11)Path for Output Determination for Delivery Documents : Logistics -> Sales/distribution-> Master data -> Output -> shipping -> Create ( t-ode VV21)Path for Output Determination for Billing Documents : Logistics ->Sales/distribution -> Master data -> Output -> Billing Document ->Create ( t- code VV31) Printing Block For Credit Block SO Can we get the print if the order /delivery is blocked after staticcredit limit check?Please follow the below path:IMG - Logistics Execution - Shipping - Deliveries - Define Reasons for Blocking inShipping - Execute- Define Reasons for Blocking in Shipping -Here select the delivery block that is blocking your order/delivery, and uncheck if theoption Print is checked.Display View "Deliveries: Blocking Reasons/Criteria": OverviewDB Delivery block descr Order Conf. Print DDueList SpK SpW01 Credit limit02 Political reasons03 Bottleneck material04 Export papers missng05 Check free of ch.dlv
  • 202. 06 No printing07 Quantity Change08 Kanban DeliveryPrinting block field:Indicates whether the system automatically blocks output for sales documents that areblocked for delivery.Example :In the case of sales orders that are blocked for delivery because of credit reasons, youmay want to block the printing of order confirmations.Note:The particular output that is affected by a delivery block is determined in output control.PS: If the document is exceeds by the credit limit output type will not determine and aswell as we should not give the output type in sales order. We have to assign the routine 2to sales order output types and 3 routine to delivery output types to restrict from output ifthe docuement exceeds by credit limit.