SAP SD Configuration

1. Tax Determination:-
Path:- IMG- SD- Basic Function- Taxes
1) Assign tax category – IN- 1- MWST
2) Define tax Determination rules – we can maintain new tax categories by copying existing ones.
For eg:- mwst etc
3) Define Regional Codes- county code, city code are used in plant.
4) Assign Plants for tax det- here we assign county code to plants.
5) Define tax relevancy for master records- here we maintain new tax classes for eg.2 apart from
normal 0,1 by going to new enteries.
TO create/Modify Taxes
Tcode – FTXP
Tcode OB40 – to assign tax code, GL A/C to MWS. (FTXP is country specific, while when u access
ob40 directly, u can’t any relation to country directly.
Incompletion Log
Path- IMG- S&D-Basic Function-Log of Incomplete items-Define Incompletion procedures
If we are creating for order reason which is in header data, so we select A. B is for item data & C is for
schedule line data.
So click A, click on procedure & click 0n 11- sales.
Screen will come- Table(vbak), field name (augru), - status(01), warning(tick yes)save.
Assign procedure to sales doc type. (OR-11)
Now go to va01 & check the effect.
Note: - Assignment incompletion procedures
OR-11, TAN-20, CP-30, LF-41, for delivery item TAN-L1
Note:- No Assignment incompletion procedures for billing document bcoz it is the referenced & last
document in sales cycle.
Output Determination
It is done by condition technique.

2. Standard Order Delivery Invoice
Condition Table 7 8
Access Sequence 0002 0001 0001
Condition Type Ba00 Ld00 Rd00
Procedure V10000 V10000 V10000
Procedure
Determination
V10000-OR V10000-LF V10000-f2
Condition Record Vv11 Vv21 Vv31
Path:-
IMG- S&D-Basic Function-Output Control- Output Determination- Output Determination using condition
techniques (sales documents & Billing documents)
For delivery documents
IMG- Log Execution- Shipping- Basic function Shipping- Output control- output det- maintain output
detmn for outbound deliveries
Output Det for Billing Document:-
Maintain Condition Technique.
Now maintain condition record for Billing document by VV31.
Screen:-
Output type-RD00, Billing Type-F2, Partner Func-BP, Med-1, Dispatch time-3, Lang-EN
Select the line, click on communication button, specify output device –LP01
To take printout of Billing-
Go to VF03 or VF02.
Select Go to on top- Header –output, output – rd00, fun – BP, save, click on communication method,
logical destination-local. Go back
Click on billing doc in menu on top, select Issue output to. A window comes. Select line item, click on
icon (print preview) on bottom.

3. Revenue Account Determination
It works on condition technique.
Cond Table-001
Access Seq-KOFI
Cond Type-KOFI
A/C Det Proc- KOFI00,
Proc. assignment to billing doc type- KOFI00-F2
GL A/C Assignment- Tcode- VKOA
Path:-
IMG- S&D-Basic func- A/C Assignment/Costing-Revenue account Determination- Check master data
relevant for A/C assignment- Mat a/c assignment group, cust a/c assignment group
Mat a/c assignment group (03) comes from sales org tab2, cust a/c assignment group(01) comes from
billing doc tab.
Now define dependency & take the standard condition technique.
Now assign GL A/C.
Click first table (cust group, mat group, acct key)
New enteries, Rules for GL A/C Assignment:-
Application Cond Type Chart of
A/C
Sales Org Cust A/C
Grp
Mat A/C
Grp
A/C Key GL A/C
V Kofi Int RLSO 01 03 ERL 800000
V Kofi Int RLSO 01 03 ERS 888000
V Kofi Int RLSO 01 03 ERF 809000
V Kofi Int RLSO 01 03 MWS 175000
Now do the sales order, delivery & billing to check the effect.
Credit Management
Credit Control Area – It will control overall credits in SAP.

4. 1) Centralized Credit Control Area- one credit control area for all company codes.
2) Decentralized Credit Control Area- one credit control area for each company code.
To calculate credit exposures, we add open order amount, open delivery amount, open invoice
amount, open item (a/c doc generated, customer not done payment yet).
Credit check can be activated at sales order level, delivery level & goods issue level.
Types of Credit Check
1) Simple Credit Check- in this, system takes all customers same & give same error message at the
time of credit limit exceeding.
2) Automatic Credit Check- a) Static, b) Dynamic
Static Credit Check:- In this according to risk type, we can activate types of message. For eg: high
risk- error message, low risk- warning message.
Dynamic Credit Check:- In this we can activate horizon period. So in dynamic credit check, we have
static credit check features & also horizon periods.
Configuration Settings:-
1) Define Credit Control area:- ob45
2) Assign company code to credit control area:- ob38
3) Assign sales area to credit control area:- OVFL
4) Define Risk Categories:- IMG- FIN A/C-A/C Rec & A/C Pay- Credit Mgmt-Credit Control A/C-
Define Risk categories
5) Define Credit Groups:- IMG- S&D- Basic Func-Credit Mgmt/Risk Mgmt-Credit Mgmt- Define
Credit Groups. 01- sales order, 02- delivery, 03-goods issue
6) Assign Sales Doc & Delivery Documents:- We can assign simple or automatic credit check here.
7) Define Automatic Credit Control:- Click on copy, specify your own risk categories & credit
group. Here if we take static, system will consider open orders, open deliveries, open invoice &
open items which we select here. Reaction we take D- Like B(error message) & value.
If we take Dynamic, no control for open orders, open delivery checks. System will consider all
open orders, open deliveries, open invoice & open items. Here we take horizon. We can take the
document value.
8) In XDO2, in sales area data, in billing doc type, put credit control area.

5. 9) In VOV8, for OR, check credit limit-D, credit group-01
10) In VOV7 (Item cat level), Tick credit active.
11) In pricing procedure specify subtotal A(carry over price to KOMP-CMPRE) for gross value
Create Credit Master. Tcode-FD32
Here in 3rd
screen, give credit limit, Total amt: - for all credit control area, Individual amt: - for
individual credit control area.
Route Determination
Rules for Route Determination:-
Departure country+ Departure zone + Destination Country + Destination Zone + Shipping
Condition + Transportation Group= Route
Departure country & Departure zone will be taken from shipping point.
Destination Country & Destination Zone will be taken from customer master record.
Shipping condition will be taken from sales document header
Transportation Group will be taken from material master.
Path:-
IMG- S&D- Basic Functions-Routes-Define Routes
1) Define modes of transport (for eg. Sea mode)
2) Define Shipping types (for eg. Vehicle (truck) used for.
3) Define Transportation connection points – here we define all connection points for eg. Mumbai
plant, Mumbai airport, Hyderabad airport, Hyderabad customer unloading point.
4) Define Routes & Stages- Define Route then route stages by new enteries. We create one route &
many stages for that route for eg. Mumbai plant-Mumbai airport stage, Mumbai airport-
Hyderabad airport stage, Hyderabad airport-Hyderabad customer unloading point stage. We
take leg indicator (preliminary, main, subsequent) based on cost, time of transportation. We
take direct leg if only one route stage is required.
Route is determined at order level & delivery level bcoz weight is considered at route
determination at delivery level. So we can make another route with weight group by copying the
existing one that we made.

6. 5) Route Determination:- Define Transportation zone , Maintain country & Transportation zone,
Define Transportation groups(for eg. Pallet), Define weight groups.
6) Maintain Route Determination -We maintain route determination without weight group at
order level & with weight group for delivery.
7) We can define new route determination by delivery type if want to change the route at deliver.
Here we select delivery type LF=B(new route determination with check)
8) Define allowed actual route by proposed route- if I want to take new route at order level or
change route at order level in shipping tab in va01 screen.
9) Now go to xd01 & create customer with the newly created transportation zone in general data.
10) Now go to va01, click on line item, shipping tab, you will see the enteries.
11) Now go to VL01n, here we can see route has changed as we had taken new route at delivery
level
Availability Check & TOR
When we create a sales order, there are several basic functions which are executed automatically
for dynamic order management. Among these basic functions, availability check & transfer of req
are crucial.
The system first proposes schedule line containing the information on desired delivery date &
quantities, the information is then passed to MRP & an availability check & TOR are executed.
First the system carries out backward scheduling & establishes the material availability date-
desired delivery date+ transit time+ loading time+ picking & packing time & on this date an
availability check is carried out using ATP logic.
System will also consider lead time in days field in VOV8.
ATP (availability to promise quantity)=total warehouse stock+ incoming order(receipts) – outgoing
stock(planned issues)
TOR carries out requirement of order to MRP & creates a demand. Once TOR creates a demand with
MRP then system can carry out availability check for particular material using ATP logic.
Order quantity is 200, confirm quantity is 120, then TOR is 80.
If stock is 150, one sales order is of 30 qty, if another customer comes, we can promise him 120, so
ATP-120.
To see ATP Tcode- CO09

7. Replenishment Lead Time – Total time for the inhouse production or for the external procurement
of a product. It is used in availability check. If RLT is not maintained then system uses in house
production time or planned delivery time to determine component availability. If both are
maintained then inhouse production time or planned delivery time have higher priority than RLT.
Some settings to do:-
1) In shipping point determination in enterprise structure, define shipping point, determine time,
loading time with days, pick pack time,
2) In MRP2 view of material master, Scheduling, put In house production time, transit time,
3) In sales general plant view of material master, availability check:- 01(daily req), 02(Individual
Requirement)
In daily requirement, all sales order added are posted to PP, while in individual req, each sales
order qty is posted to PP.
We generally take 2.
Configuration :-
Path:- IMG-S&D- Basic Function- Availability Check &Transfer of Requirement- Availability
check with ATP logic
1) Define Checking groups – 01- B(Total records), 02-A(single record)
2) Carry out control for Availability Check – 02 – (A –Order) –double click to go to control field.
Check without RLT (Replenishment Lead Time)= if checked, system will not consider no of
days in replenishment time.
3) Define procedure for delivery item category TAN- blank(check availability), X- no availability.
Transfer of Requirement:-
1) Define Requirement Classes:
041- availibility – Req
2) Define Requirement Types:-
041- 041
3) Determination of Req types using Transaction:-
TAN- 041
MD04:- Stock Req list for PP(Whether TOR is activated or not).