Skip to Content
author's profile photo Former Member
Former Member

Want to learn SD

Hi all,

I'm a Abaper and want to excel in SD.Please any one help me in learning SD by providing a learning material from basics..like the one with Sap screen shots..is there any material or PDF format which can help me in learning the real time world of sap apart from the conventional way of learning it from pdf material reading them and then working on Sap systems later.....

Any material with what we do in SD with screen shots would be of great use....Please brothers and sisters there.....help me out if you have the one i want....Points would be surely awarded.....

Thanking you........

Add a comment
10|10000 characters needed characters exceeded

Related questions

3 Answers

  • Best Answer
    Posted on Dec 04, 2007 at 12:34 PM

    dear younus khan

    please gothough this

    ENTERPRISE STRUCTURE

    Company Code: - It is the company for which we implement SAP.

    NOTE: - It is defined by FI Consultants.

    Sales Organisation: - It is the organizational unit, which is responsible for the sales activities in the company.

    Distribution Channel: - It is the channel through which goods are reaching the customers.

    Divisions: - The range of products or services that the company manufacturing falls into different divisions.

    Sales Area: - It is the combination of sales Organisation, distribution channel and Division.

    Sales Line: - It is the combination of Sales Organisation and distribution channel.

    Sales Office: - It is the Geographical aspect of the structure.

    Sales Group: - The employees in a sales office can be divided into different sales groups.

    Plant: - The factory is called the plant in SAP.

    RELATIONSHIPS:

    Company code to Sales Organisation: - One company code can have many sales organizations. But one Organisation has to be assigned to one company code. So the relation is one to many.

    Sales Organisation to Distribution channel: - One Organisation can have many distribution channels. One Distribution channel can be assigned to many organizations, so the relation is Many to Many.

    Sales Organisation to Division: - One Organisation can have many divisions. One division can be assigned to many organizations. So the relationship is Many to Many.

    Distribution channel to Division: - One Distribution channel can have many divisions. One division can be assigned to many Distribution channels. So the relationship is Many to Many.

    NOTE: - Division is always Organisation specific.

    NOTE: - If sales Organisation wants to use a plant that plant must be

    assigned to the Sales Organisation.

    Logistics

    Sales and Distribution

    Basic Function and Master Data in Sales and Distribution

    Master data in Sales and Distribution

    Organisational Structures

    Organisational Structures in Sales and Distribution

    Defining Sales Organisation: -

    SPRO

    Enterprise Structure

    Definition

    Sales and Distribution

    Define Copy, Delete, Check Sales organization [EC04]

    Go to Define Copy, Delete, Check Sales organization,

    Go to Copy Organisational Object,

    Come back

    Define Sales Organisation

    Select defined sales Organisation and go to details.

    Select the Address icon & maintain the details and save it.

    NOTE: - To unlock the locked data use the Transaction code SM12.

    Rebate Process Active: - It controls whether rebate processing is active for a particular sales Organisation.

    Defining Distribution Channel: -

    SPRO

    Enterprise Structure

    Definition

    Sales and Distribution

    Define Copy, Delete, Check Distribution Channel [EC05]

    Go to Define Copy, Delete, Check Distribution Channel

    Go to Copy Organisational Object,

    Come back

    Go to Define Distribution Channel

    Select defined sales Organisation and give the required name and save it.

    Defining Division: -

    SPRO

    Enterprise Structure

    Definition

    Sales and Distribution

    Define Copy, Delete, Check Division [EC06]

    Go to Define Copy, Delete, Check Division

    Go to Copy Organisational Object,

    Come back

    Go to Define Division

    Select defined division and give the required name and save it.

    Defining Sales Office: -

    SPRO

    Enterprise Structure

    Definition

    Sales and Distribution

    Maintain Sales Office

    Go to New entries and define the sales office

    Go to Address Icon and maintain the details and save it.

    Defining Sales Group: -

    SPRO

    Enterprise Structure

    Definition

    Sales and Distribution

    Maintain Sales Group

    Go to New entries and define the Sales Group

    Go to Address Icon and maintain the details and save it.

    Defining a Plant: -

    SPRO

    Enterprise Structure

    Definition

    Logistics General

    Define, Copy, Delete, Check Plant [EC02]

    Go to copy organisational object

    Come back

    Go to Define Plant

    Select the defined Plant and go to details Address and Maintain Details and Edit details and save it.

    Defining Company Code: -

    SPRO

    Enterprise Structure

    Definition

    Financial Accounting

    Edit Copy, Delete, Check Company code [EC01]

    Go to Define Company and save it.

    Assigning Sales Organisation to the Company Code: -

    SPRO

    Enterprise Structure

    Assignment

    Sales and Distribution

    Assign Sales Organisation to Company Code [OVX3]

    Select the Company Code and go to assign from the list of sales Organisations and select required Sales Organisations and assign and save it.

    Assigning Distribution Channels to Sales Organisations: -

    SPRO

    Enterprise Structure

    Assignment

    Sales and Distribution

    Assign Distribution Channels to Sales Organisation [OVXK]

    Select the Sales Organisation and go to assign from the list of the Distribution Channels and select required Distribution Channels and assign and save it.

    Assigning Division to Sales Organisations: -

    SPRO

    Enterprise Structure

    Assignment

    Sales and Distribution

    Assign Division to Sales Organisation [OVXA]

    Select the Sales Organisation and go to assign from the list of the Divisions and select required Divisions and assign and save it.

    Defining Sales area: -

    SPRO

    Enterprise Structure

    Assignment

    Sales and Distribution

    Setup Sales area [OVXG]

    Select the Sales Organisation and assign Distribution channels

    Select the distribution channel and assign the divisions and save it.

    Assigning Sales Office to Sales area: -

    SPRO

    Enterprise Structure

    Assignment

    Sales and Distribution

    Assign Sales Office to Sales are [OVXM]

    Select the required Sales Area and assign the Sales Office.

    Assigning the Plant to the Company Code: -

    SPRO

    Enterprise Structure

    Assignment

    Logistics General

    Assign Plant to Company code [OX18]

    Select the Company code and assign the required Plants.

    Assigning the Plant to Sales Organisation: -

    SPRO

    Enterprise Structure

    Assignment

    Sales and Distribution

    Assign Sales Organisation – Distribution Channel – Plant [OVX6]

    Select the required sales line and assign the required Plants.

    2. MASTER DATA (MD)

    Master Data is divided into:

    Customer Master Data

    Material Master Data

    Conditions Master Data

    Customer Material Information Record

    1. Customer Master Data: -

    Logistics

    Sales and Distribution

    Master Data

    Business Partner

    Customer

    Create

    XD01 – Complete

    Change

    XD02 – Change

    Display

    XD03 – Display

    The Customer Master Data contains 3 screens:

    a. General Data

    b. Company Code Data

    c. Sales Area Data

    Each screen contains different tab pages; each tab page contains different fields.

    a. General Data screen: -

    Marketing Tab Page: -

    Customer Classification: - Specifies a classification of the customer for

    Ex: - classifies the customer as a bulk buyer or it can be based on turnover.

    Defining Customer Classification: -

    SPRO

    Sales and Distribution

    Master data

    Business Partner

    Customers

    Marketing

    Define Customer Classifications

    Go to new entries and define and save it.

    Unloading Points Tab page: -

    Unloading Point: - Specifies the point at which the material is to be unloaded.

    Goods Receiving Hours: - Specifies the timings in which the customer can receive the goods.

    Defining Goods Receiving Hours: -

    SPRO

    Sales and Distribution

    Business Partner

    Customers

    Shipping

    Define Goods Receiving Hours [OVSC]

    Go to new entries and define and save it.

    Contact persons tab page: - Enter the contact persons of the customer.

    a. Company Code Data Screen: -

    Account Management tab page: -

    Reconciliation Account: - The Reconciliation account in General Ledger accounting is the account, which is, updated parallel to the sub ledger account for normal postings.

    Payment Transactions tab page: -

    Terms of Payment: - Specifies the key for defining payment terms composed of cash discount percentages and payment periods.

    Defining terms of payment: -

    SPRO

    Sales and Distribution

    Master Data

    Business Partners

    Customers

    Billing Documents

    Define terms of payment

    Go to new entries and define and save it.

    Payment History Record: - If we check this field the payment history of the customer will be recorded in his credit management.

    To change the customer details go to xd02 and change the values and save it.

    b. Sales Area Data Screen: -

    Sales Tab Page: -

    Sales District: - Specifies in which district the customer is there.

    Before specifying the sales district we should define the sales district.

    Defining Sales District: -

    SPRO

    Sales and Distribution

    Master Data

    Business Partners

    Customers

    Sales

    Define sales district [OVR0]

    Go to new entries and define and save it.

    Customer Group: - Identifies a particular group of customers (for Ex: -wholesale or Retail) for the purpose of pricing or generating statistics.

    Defining Customer Group: -

    SPRO

    Sales and Distribution

    Master Data

    Business Partners

    Customers

    Sales

    Define customer groups [OVS9]

    Go to new entries and define and save it.

    Customer Pricing Procedure: - This field along with few other fields determines the pricing procedure that is given to a customer. [1]

    Shipping Tab Page: -

    Shipping Conditions: - This field along with few other fields determines the shipping point that is proposed by the system.

    Defining Shipping Conditions: -

    SPRO

    Logistics Execution

    Shipping

    Basic shipping functions

    Shipping point and goods receiving point determination scheduling

    Define shipping conditions

    Go to new entries and define and save it.

    Delivering Plant: - Specifies the plant from which the goods should be delivered to the customer.

    Order Combination: - If we want to combine multiple orders for the customer to create a single delivery we need to check this field.

    Partial delivery per Item: - Specifies whether the customer requires full or partial delivery for the item.

    Maximum partial delivery is 9.

    Billing Documents Tab Page: -

    Rebates: - If the customer wants to receive the rebates check this field.

    If we check this field the customer can get rebates from the company.

    Incoterms: - Incoterms specifies certain internationally recognised procedures that the shipper and the receiving party must follow for the shipping transaction to be successfully completed.

    Account Assignment Group: - This field along with few other fields determines the General Ledger Account to which the sales values are to be posted.

    Tax classification: - Specifies whether the customer is liable for tax or not.

    Partner Functions Tab Page: -

    Sold-to-Party (SP): - The customer who is placing order with the company.

    Ship-to-Party (SH): - The customer who is receiving the goods.

    Bill-to-Party (BP): - The customer on whom the bill is raised.

    Payer (PY): - The customer who pays the bill.

    Creating the Customer: -

    Logistics

    Sales and Distribution

    Master Data

    Business Partner

    Customer

    Create

    XD01

    Change

    XD02

    Display

    XD03

    Enter the Account Group [Here specify whether the customer is a SP, SH, BP or PY]

    Enter the Account Group

    Enter the Company Code

    Enter the Sales Area

    NOTE: - If we get the error sales area is not defined for the customers.

    SPRO

    Sales and Distribution

    Master data

    Define common distribution channels [VOR1]

    And also go to

    Define common divisions [VOR2]

    Defining Account Groups: -

    SPRO

    Financial Accounting

    Accounts Receivable and Accounts payable

    Customer Accounts

    Master Data / Records

    Preparations for creating customer master data / record

    Define account groups with screen layout (customer)

    0001 Sold-to-party

    Ship-to-party0002

    Bill-to-party0003

    0004 Payer

    If the definition of the account group we can control the field status. We can make fields mandatory or optional or suppress or display mode.

    Defining the number ranges for Account Groups: -

    SPRO

    Financial Accounting

    Accounts Receivable and Accounts payable

    Customer Accounts

    Master Data / Records

    Preparations for creating customer master data / record

    Create number ranges for customer accounts [XDN1]

    Go to change intervals

    Select the button insert interval and define a number range.

    NOTE: - If we check the field external for a number range it becomes an external assignment. Otherwise it becomes internal assignment.

    Assigning the number ranges for Customer Account Groups: -

    SPRO

    Financial Accounting

    Accounts Receivable and Accounts payable

    Customer Accounts

    Master Data / Records

    Preparations for creating customer master data / record

    Assign number ranges for customer account groups.

    Assign the required number range to the account group.

    Partner determination procedure: -

    SPRO

    Sales and Distribution

    Basic Functions

    Partner determination

    Setup partner determination

    Select setup partner determination for customer master

    Step 1: -

    Defining the Partner Functions: - Here we must not define any partner function.

    Go to partner functions.

    While defining the partner functions if we check the field “Unique” that partner faction has to be unique in the customer master i.e. we cannot have multiple partners of that function in a customer master.

    Step 2: -

    Assigning the partner functions to the Account group: -

    Go to account group’s function assignment.

    Go to new entries and assign the required partner functions to the required account group and save it.

    Step 3: -

    Defining the partner determination procedure: -

    Go to partner determination procedures

    Go to new entries and define and save it

    NOTE: - Procedure contains all the required partner functions.

    Step 4: -

    Placing the required partner functions in the procedure: - select the defined procedure and go to partner functions in procedure.

    Go to new entries and place the partner functions

    If we check the field “Not Modifiable” for a partner function it cannot change in the customer master.

    If we check the field “Mandatory Function” it becomes a mandatory in the customer master and save it.

    Step 5: -

    Assigning the procedure to the Account Group: - Go to partner determination procedure assignment. Assign the procedure to the account group and save it.

    2. Material Master Data: -

    Logistics

    Sales and Distribution

    Master Data

    Products

    Material

    Other Material

    Create

    MM01

    Change

    MM02

    Display

    MM03

    Material master contains different views.

    Enter the material number

    Enter the industry sector

    Enter the material type

    Go to select views

    Select the following views:

    Basic Data 1

    Basic Data 2

    Sales Organisation Data 1

    Sales Organisation Data 2

    Sales General and plant data

    Sales text

    MRP 1

    Accounting 1 and select organisational levels

    Enter the plant

    Enter the sales Organisation then distribution channel

    Basic Data 1: -

    Base unit of measure: - Specifies the unit of measure in which stocks of the material are managed.

    Material Group: - Key that we use to group together several materials or services with the same attributes.

    Defining Material Group: -

    SPRO

    Logistics General

    Material Master

    Setting for key fields

    Define Material groups [OMSF]

    Division: - Specifies in which division the material falls.

    Gross Weight and Net Weight: - Specify the weight of the material.

    Weight Unit: - Specifies the weight unit.

    Sales Organisation Data 1: -

    Base Unit of Measure: -

    Sales Unit: - Here enter the unit of measure in which the material sold. We need to enter a value in this field if the sales unit differs from base unit of measure.

    Note: - If the sales unit differs from the base unit we can maintain the conversion factors. To see that information go to additional data.

    Delivering Plant: - Specifies the plant from which the material is delivered to the customer.

    Cash Discount: - If we check this field we can give cash discounts for this material.

    Tax classification: - Specifies whether the material is liable for tax or not.

    Note: - To leave the tax both the customer and the material must be liable for tax.

    Minimum Order quantity: - Specifies the minimum quantity in the base unit of measure that a customer may order for base material.

    Minimum Delivery quantity: - Specifies the minimum quantity that can be delivered to the customer.

    Rounding Profile: - Key that the system uses to adjust the order proposal quantity to the deliverable units.

    Sales Organisation Data 2: -

    Account assignment Group: - This field along with other fields determines the General Ledger Accounts to which different sales values are to be posted.

    Item Category Group: - It determines the nature of the material we are defining.

    Ex: -

    Standard ItemNORM

    Service or DeliveryLEIS

    Third partyBANS Item

    BOM ItemERLA/LUMF

    PackagingVERP

    Sales general / plant: -

    Availability check: - Specifies whether and how the system checks the availability of the material and generating the requirement for the materials planning.

    Batch Management: - Specifies whether the material is managed in Batches.

    Transportation Group: - Grouping of the materials that share the same transportation requirement

    Defining Transportation Group: -

    SPRO

    Logistics Execution

    Shipping

    Basic shipping functions

    Routes

    Route determination

    Define transportation Group

    Loading Group: - Grouping of the materials that share the same loading requirement.

    Defining Loading Group: -

    SPRO

    Logistics Execution

    Shipping

    Basic Shipping Functions

    Shipping point and Goods Receiving point determination scheduling

    Define loading Group

    MRP: - Material Requirement Planning

    MRP 1: -

    MRP Type: - Specifies how the requirement of the material can be planned.

    Accounting 1: -

    Valuation Class: -

    Note: - Before creating the material master we should activate company code for material master.

    Maintain Company codes for Material Management: -

    SPRO

    Logistics General

    Material Master

    Basic settings

    Maintain company codes for material management [OMSY]

    Define Storage Location: -

    SPRO

    Enterprise Structure

    Definition

    Materials Management

    Maintain storage location [OX09]

    Enter the plant number

    Go to New entries

    Extending the Organisational views for the Material Master: -

    MM01-Create.

    Enter the material, which you have already created.

    Copy from material = material

    Select the organisational views

    Select the organisational levels

    In the copy from fields enters the values in which the material has been already created.

    In the fields on the left side of the screen enter the values to which we would like extend the material.

    3. Customer Material Information Record: - We need to maintain this record then the customers are having their own names for the material rather the original names.

    Note: - We need to enter the customer material number in the sales order on

    the “Ordering Party” tab page, when we enter the customer material number in the sales order the system will automatically take the original material number.

    Creating Customer Material Information Record: -

    Logistics

    Sales and Distribution

    Master Data

    Rebate Arrangements

    Customer Material Information

    VD51 – Create.

    Material Number: - In this field enter the original name of the material

    Customer Material: - Here enter the material number by which the customer places order.

    Creating Sales Order: -

    Logistics

    Sales and Distribution

    Sales

    Order

    VA01 – Create

    Enter the order type “OR” & Enter the sales area.

    Note: - To maintain the currency conversion rates use the transaction code

    OC41.

    4. Conditions Master Data: -

    Condition Elements: -

    a. Price

    b. Discount or Surcharge

    c. Tax

    d. Freight

    Ex: - for Condition Types: -

    PricePR00

    Material DiscountK004

    Customer DiscountK007

    CustomerK005 Material Discount

    FreightKF00

    Maintaining the values for these condition types is called condition records.

    Maintaining the condition records for condition types is conditions master data.

    Maintaining Condition Records: -

    Logistics

    Sales and Distribution

    Master Data

    Conditions

    Selecting using condition type

    VK11 – create

    Enter the condition type for which you are maintaining conditions Record.

    Select the required key combination

    In the material field enter the material for which we are maintaining the conditions record.

    Enter the amount the system will automatically take currency and the calculation type.

    Valid on and valid to: - The condition record is valid for those orders, which comes from the customer in the specified validity period.

    Scales: - If we want to reduce or increase the amount as the quantity is increase select the condition record and go to scales.

    Note: - Don’t enter any value in the first line.

    Setting upper limit and lower limit: - Select the condition record and go to details.

    Note: - The price information in the sales order can be seen on the conditions tab page.

    3. SALES DOCUMENT PROCESSING (SDP)

    Structure of the Sales Document:

    Header Data: - The general data that is valid for the entire document is recorded in the document header. For Ex: - Sold-to-party, Ship to party, Document date….

    Item Data: - The data in the document header applies to all items in the document but same data applies only two specific items. This data is stored at item level.

    Ex: - Material number, order quantity, ship to party, pricing, plant and

    storage location.

    Scheduling Line Data: - It gives the information about the delivery dates and the corresponding conformed quantities.

    Note: - An item can have multiple schedule lines.

    To see the header data in the sales document. Select the Icon “Display Document Header Details” or select “Go to Header and select any tab page”.

    To see the Item data select “Go to Item and select any tab page” or double click on the item.

    Note: - To Change the Ship to party at the item level select the partner

    tab page and change it.

    To see the schedule line data go to item data and select the tab page schedule lines.

    Creating the Sales Documents with Reference:

    Creating Quotation: -

    Logistics

    Sales and Distribution

    Sales

    Quotation

    VA21 – Create

    Creating Order with reference to Quotation: -

    Logistics

    Sales and Distribution

    Sales

    Order

    VA01 – Create

    Enter the order type “OR” and the sales area.

    Select the button Create with Reference.

    Specify the quotation number and say copy.

    Document Flow: - When we create the documents with reference to some preceding documents it forms a document flow. In this flow if we know one document number with the help of “Document Flow”. We can know the remaining document numbers.

    Note: - To See the remaining document numbers, go to the any sales

    document in the flow and select the icon “Display document flow”.

    Note: - If we get the error the order type is not defined for sales area.

    SPRO

    Sales and Distribution

    Sales

    Sales documents

    Sales documents header

    Assign sales area to sales document types

    Sales Document Types: -

    SPRO

    Sales and Distribution

    Sales

    Sales Document

    Sales Document Header

    Define Sales Document type [VOV8]

    Ex: -

    IN Inquiry

    QuotationQT

    OrderOR

    Returns sales documentsRE

    CS Cash Sale

    Rush OrderRO

    Scheduling AgreementDS

    Functionality of the sales document type: -

    Sales Document Category: - It’s a classification for the different types of documents that we can process in the sales and distribution system

    Ex: -

    InquiryA

    QuotationB

    C Order

    Sales Document Block: - Determines whether the sales document is blocked for use. If we block a sales document type users cannot create new sales documents of this type.

    Number range internal assignment and Number range external assignment: - Number that determines how the documents are to the numbered by the system. It indicates which number range is relevant for document type.

    Creating Number ranges for sales Documents: -

    SPRO

    Sales and Distribution

    Sales

    Sales Documents

    Sales Document header

    Define number ranges for sales documents [VN01]

    Item Number Increment: - Specifies the increment by which you want the item numbers in the sales document to increase when the system automatically generates the item number.

    Sub Item Increment: - This is for sub items.

    Reference Mandatory: - Indicates whether a reference document is mandatory when we create a sales document. If so the indicator also specifies which type of reference document we should use.

    Item Division: - If we check this field the division at the item level is proposed from the material master record of the item otherwise the division we enter in the sales document header also counts for all the items.

    Check Division: - Controls how the system reacts during the sales order processing when the division at the item level differs from the division in the document header.

    Read Info Record: - Determines whether the system read the customer material information record for the sales document type.

    Check Credit Limit: - Specifies whether the system runs credit checks and how it response to the check during the sales order processing.

    Check purchase order number: - Specifies whether the system should check if the purchase order number entered is already existing for other sales document.

    Screen Sequence Group: - Controls which screen we see during a particular transaction and in which sequence they appear.

    Transaction Group: - It’s a grouping that allows you to control certain characteristics of a transaction according to sales document type.

    Document Pricing Procedure: - This field along with few other fields determines the pricing procedure that is proposed by the system.

    Display Range: - Specifies whether the system displays only main items or sub items or all the items in the sales document.

    F code for over view screen: - Determines which overview screen we reach during the sales order processing after we enter the data in the initial sales document screen.

    Quotation Messages: - Set an indicator here if you want to receive a message informing you that open quotations exist when we create a sales document. Depending on the indicator we select the system searches for open quotations in the sales document either at the header level for the customer or item level for the material.

    Outline agreement messages: - This is for agreements.

    Incomplete Messages: - Specifies whether an incomplete document can be saved. If we check this field we cannot save the incomplete document until we enter the missing data.

    Delivery type: - specifies the corresponding delivery document type for the sales document.

    Outbound delivery with reference toEx: - LF order.

    Delivery Block: - Indicates it the entire sales document is blocked for delivery.

    Shipping Conditions: - If we specify the shipping condition here the value from the customer master record is over return by this value.

    BILLING: -

    Delivery related billing type and order related Billing type: - Specifies the corresponding billing document types.

    Ex: - InvoiceF2

    Billing Block: - Indicates whether the item is blocked for billing or not.

    Propose Delivery Date: - If we check this field the system automatically proposes the current date as the delivery date.

    Lead-time in days: - Specifies the number of days after the current date that the sales document uses for the proposal of the requested delivery date.

    Propose P O Date: - If we check this field the system automatically proposes the current date as the purchase order date.

    Contract Data allowed: - This field controls whether we can enter the contract data for the sales document type.

    Item Categories: -

    InquiryAFN

    AGN Quotation Standard Item

    Sales OrderTAN

    INAFNN

    QT FreeAGNN of charge Item

    ORTANN

    Third Party ItemTAS

    Defining Item Categories: -

    SPRO

    Sales and Distribution

    Sales

    Sales Documents

    Sales Document item

    Define item categories

    Functionality of the Item Categories: -

    Billing Relevance: - Specifies the reference document to create the billing document.

    Pricing: - Specifies whether an item is relevant for pricing or not

    Business item: - If we check this field during the sales order processing the business data that we enter an item is allowed to differ from the business data in the header.

    Schedule Line allowed: - Indicates whether we can create schedule lines for the item.

    Item relevant for delivery: - Indicates whether a text item is relevant for delivery processing.

    Note: - We need to check this field in the item category “TATX”. Which is

    for text items.

    Returns: - If we check this field it becomes a returns item.

    Note: - We need to check this field in the item category “REN”. Which is

    for returns.

    Weight / Volume Relevant: - Indicator that controls whether the system calculates weight and volume for the item in the sales document.

    Credit Active: - Indicates whether the credit management functions are active for the document items.

    Determine Cost: - Indicates whether the system determines the cost of a sales document item during pricing.

    Note: - The cost condition type is “VPRS”.

    Automatic Batch Determination: - If we want to use automatic batch determination for materials handled in the batch active this field.

    Rounding Permitted: - Indicates whether rounding is permitted or not.

    Note: - Depending on the rounding profile specified in the material master the order quantity can be rounded in the sales order.

    Order Quantity = 1: - If we check this field the order quantity for each line item is limited to one.

    Item Category Determination: -

    SPRO

    Sales and Distribution

    Sales

    Sales Documents

    Sales Document Item

    Assign Item Categories

    We have to assign the item category to the combination of

    Sales Document type

    Item category group

    Usage

    Higher lever item category

    Schedule line categories: -

    Defining Schedule line categories: -

    SPRO

    Sales and Distribution

    Sales

    Sales Documents

    Schedule Lines

    Define schedule line categories [VOV6]

    CS Third party item

    Inquiry schedule lineAT

    Sales orderCP, CV, CN schedule lines

    QuotationBN

    Functionality of a Schedule Line Category: -

    Movement type: - Specifies the physical or logical movement of materials leading to a change in the stock levels or resulting in the consumption of the material.

    Goods Issue Delivery601

    602 Returns

    Posting the stock in the plant561

    Plant to plant stock301 transfer

    Return of the stock transfer302

    Item relevant for Delivery: - Indicates whether the item that is related to a schedule line is relevant for delivery or not.

    Order type: - Specifies the order type “NB” purchase requisition.

    Note: - We need to specify, “NB” in this field for the schedule line category “CS” which is used for third party item.

    Requirement/Assembly: - If we check this field the transfer of requirements will take place into the inventory management for a better planning of material requirement.

    Availability: - Specifies whether the system should check the availability of the material.

    Schedule line category determination: -

    SPRO

    Sales and Distribution

    Sales

    Sales Documents

    Schedule Lines

    Assign schedule line categories

    We need to assign the schedule line category to the combination of Item category and MRP Type.

    NORMItem category group

    Sales Document

    IN

    AFN

    +MRP Type

    AT Item Relevant Delivery

    QT

    AGN

    +MRP Type

    BN Item Relevant Delivery

    OR

    TAN

    +MRP Type

    CP Item Relevant Delivery

    4. PRICING (PG)

    This concept is based on condition technique.

    It’s the combination of:

    1) Condition Tables

    2) Access Sequence

    3) Condition Types

    4) Pricing Procedure

    1. Condition Tables: - Condition table contain the key fields for maintaining condition records. I.e. in other words condition records are stored in condition table.

    Note: - A condition type can have multiple condition tables.

    Note: - A condition table can be used for multiple condition types.

    Defining condition tables: -

    SPRO

    Sales and Distribution

    Basic functions

    Pricing

    Pricing control

    Define condition tables [V/03]

    Create condition tables

    Enter a table number beyond 600

    From the field catalogue, which is there on the right side of the screen select the required key fields.

    To get the valid on / valid to fields while maintaining the condition records we need to check the field “with validity period”.

    Go to icon Technical View

    The fields which are marked, as footer field appears at the footer level at the condition records and the remaining fields appears at the key level.

    Select the Icon Generate for generating the condition table.

    To save the condition table, select the button Local object.

    2. Access Sequence: - Access sequence is a search strategy with the help of which the system gets the valid condition records. It contains the required condition tables in the required order.

    Note: - If required an access sequence can be used or assigned to multiple

    Condition types.

    Note: - The order in which the condition table are placed in access sequence

    is important generally it is most specific to most generic

    Defining Access Sequence: -

    SPRO

    Sales and distribution

    Basic functions

    Pricing

    Pricing control

    Define access sequences

    Maintain access sequences

    Go to new entries and define the access sequence.

    Select the defined access sequence and go to accesses.

    Go to new entries and place the condition tables in the required order

    While placing the condition tables check the field “exclusive”. By doing so if the system finds a valid condition record in the first condition table it will not go to the next condition table

    Select the condition table and go to fields the system gives the warning message “the field assignment has not yet been made” say enter till we get the fields.

    Repeat the same step for all the condition tables and save it.

    Note: - After defining the access sequence assign it to the corresponding condition type.

    3. Condition Types: -

    Defining condition types: -

    SPRO

    Sales and Distribution

    Basic functions

    Pricing

    Pricing control

    Define condition types.

    Maintain condition types.

    Functionality of a condition type: -

    Access Sequence: - In this field specify the corresponding access sequence for the condition type.

    Condition class: - It is the preliminary structuring of condition types.

    Ex: - Surcharges or discounts and price

    Plus/Minus: - If we specify negative here a condition type becomes discount and if we specify positive it becomes surcharge.

    Calculation type: - Determines how the system calculates price discounts and surcharges in a condition type.

    For Ex: - the system can calculate a price as a fixed amount or as a percentage based on the quantity, weight, or volume.

    Condition Category: - It’s a classification of conditions according to pre-defined categories.

    Rounding Rule: - The rule that determines how the system rounds of condition values during pricing.

    Manual Entries: - Indicator which controls the priority with in a condition type between a condition enter manually and a condition automatically determined by the system.

    Amount / Percent: - If we check this field the amount / percentage of a condition type can be change during the document processing.

    Quantity Relation: - Specifies whether the conversion factors for the units of measure in the condition type can be change during document processing.

    Delete: - If we check this field the condition type can be deleted during the sales document processing.

    Value: - If we check this field the condition value can be changed during the document processing.

    Calculation type: - If we check this field the calculation type can be change during the document processing.

    Item condition: - If we check this field for a condition types it becomes item condition, which has to be enter at the item level only.

    Header condition: - If we check this field for a condition type it becomes header condition, which has to be entered at the header level only

    Ex: - RB00 (Discount).

    Note: - After entering the header condition type click on the button activate.

    Note: - The condition amount of the header condition is copied as it is to all the line items in the document

    Group condition: - If we check a header condition as a group condition the condition amount is distributed proportionately among all the line items in the sales document.

    Valid from & valid to: - specifies the beginning and ending of the validity date that the system automatically proposes when we create condition records for the condition types.

    Scale Basis: - Determines how the system interprets a pricing scale in a condition, for Ex: - the scale can be based on quantity weight and volume.

    Check value: - Indicates whether the sale rates must be entered in ascending or descending order.

    Note: - Header condition won’t be having access sequence.

    4. Pricing Procedure: - Pricing procedure contains all the required condition types in the required order.

    Defining Pricing Procedure: -

    SPRO

    Sales and Distribution

    Basic functions

    Pricing

    Pricing control

    Define and assign pricing procedures.

    Maintain pricing procedures

    Go to new entries and define the pricing procedure.

    Select the defined pricing procedure and go to control data

    Go to new entries and place the required condition type in a specified order.

    Step: - Specifies the number that determines the sequence of a condition type with in a procedure.

    Counter: - Specifies the sequence number of a condition type with in a step in the procedure.

    Condition type: - Specify the condition type.

    From & To: - If you specify the reference steps in these fields, the condition values of the two steps specified and the condition values of the steps in between are totaled.

    Manual: - If we check this field the condition type is only included in determination either if they are entered manually or if they are transferred from an external process such as costing.

    Mandatory: - Indicates whether a condition type is mandatory when the system carries out pricing using the pricing procedure.

    Statistical: - This indicator causes a condition type to be set in the document statistically only.

    Print ID: - Controls the issue of condition lines when printing the documents such as order conformations or invoices. [X]

    Sub Total: - Controls whether and in which fields the condition amounts or subtotals are stored.

    Requirement: - For the condition type to be executed in the sales document the requirement specified here must be satisfied. [2]

    Alternative calculation type: - Specifies the alternative formula to the calculation type in the standard system that determines a condition.

    Alternative condition base value: - Specifies the formula for determining the condition basis as an alternative to the standard.

    Account key: - This field along with few other fields enables the system to post the sales values to different General Ledger Accounts.

    Ex: -

    Sales RevenuesERL

    Sales DeductionsERS

    ERF Freight Revenue

    Accruals: - This is exclusively for rebate condition types. [B001 & B002]

    Key, which identifies various types of General Ledger accounts for accruals posting.

    Note: - to maintain the requirements and routines use the transaction code

    [VOFM]

    Pricing Procedure Determination: -

    SPRO

    Sales and Distribution

    Basic Functions

    Pricing

    Pricing control

    Define and Assign Pricing Procedures.

    Define Pricing procedure determination [OVKK]

    We have to assign the pricing procedure to the combination of Sales Organisation, Distribution Channel, Division, Document Pricing Procedure and customer pricing procedure.

    Sales Organisations Distribution Channels Divisions Doc. Pricing Procedure Cus. Pricing Procedure

    1000 10 00 A 01 & 02

    2000 12 00 A 01 & 02

    PR01 PR02

    Z004 K004

    Z007 K005

    100/- 105/-

    - 2/- - 1/-

    - 1% - 2%

    Determination

    RVAA011000 10 00

    1000 10 00 RVAA01

    The system takes the condition records by searching in the following way.

    Pricing procedure (RVAA01):

    Condition Type [PR00]

    Access Sequence [PR02]

    Condition Tables

    Customer Material

    Material

     Valid Condition Record

    Valid Condition Record 

    Condition Exclusion: - If we specify the exclusion for a condition type, which is below to that main condition types, in which we have given exclusion and “with the same requirement”

    Note: - We can set the exclusion indicator either in the definition of condition

    type or in the condition records.

    Condition Supplement: - Incorporating one condition type in another condition type is called condition supplement.

    For this select the condition record and go to condition supplement and enter the condition type, which is used as supplement.

    Note: - To enter a condition type as a supplement in another condition type the following setting must be done.

    The Pricing Procedure specified in the definition of main condition type in which we are specifying the supplement must contain the condition type, which is used as condition supplement.

    Note: - condition supplements are not excluded.

    5. Free Goods Determination (FG)

    Inclusive: - Giving a free item of same material is called inclusive.

    Maintaining condition records for inclusive: -

    Logistics

    Sales and Distribution

    Master data

    Conditions

    Free Goods

    VBN1 – Create

    Enter the discount type [NA00] (Customer/Material)

    Material: - enter the material, which we are giving free item.

    Min quantity: - Enter the minimum quantity for which the customer how to place the order to get the free goods. [10]

    From: - The free goods quantity specifies the amount for which free goods are granted in the sales documents. [10]

    Unit of measure: - pc, kg, and cm….

    Are free goods: - specifies how many materials we are giving as free [1]

    Calculation rule: - specify pro rata basis

    Free Goods: - specify [1] inclusive rebate with item generation

    Exclusive: - Giving a free item of different material is called exclusive.

    Maintaining condition records for exclusive: -

    Logistics

    Sales and Distribution

    Master data

    Conditions

    Free Goods

    VBN1 – Create

    Enter the discount type NA00

    Select the button exclusive

    Enter the material, min quantity, for, unit of measure, additional free goods.

    Additional free goods: - specifies how many additional materials we are giving as free.

    Calculation Rule: - pro rata 1

    Additional material free good: - Specifies the other material, which we are giving as free.

    M-11, 10, 10, 1, pro rata, 2, m-10 save.

    Note: - In exclusive we can also enter the same material as free item.

    Note: - inclusive takes 10 as 9+1 & Exclusive takes 10 as 10 + 1.

    The free goods concept is based on condition technique.

    SPRO

    Sales and Distribution

    Basic Functions

    Free Goods

    Condition technique for free goods

    Maintain condition tables [V/N2]

    Maintain Access Sequences

    Maintain Condition Types

    Maintain Pricing Procedures

    Activate Free Goods determination [V/N6]

    We need to assign the procedure to the combination of Sales Organisation, Distribution Channel, division, Document Pricing Procedure, Customer Pricing Procedure.

    BOM (Bills of Material)

    The item category group of a BOM item must be either “ERLA /LUMF.”

    Defining BOM: -

    Logistics

    Sales and Distribution

    Master Data

    Products

    Bills of Material

    Bill of Material

    Material BOM

    CS01 – Create.

    Enter the Material

    Enter the Plant

    BOM usage [5] Sales and Distribution

    Enter the component & 0.

    In the component field enter the materials, which constitutes of the main material and enter the corresponding quantity.

    For the BOM to be exploded in the sales document the following setting has to be done.

    1) When the item Category group is “ERLA”, the item category of the BOM item is “TAQ”. In the definition of “TAQ” we need to take the value “A” Explodes single level BOM in the field structure scope.

    2) If the item Category group is “LUMF”, the item category of the BOM item is “TAP”. In the definition of which the same above setting has to be done.

    I) If the item category group is “ERLA”, it will bill the main item but not the components. For this the following setting has to be done.

    The item category of the BOM item is “TAQ”, which is made relevant for pricing and item category of the components is “TAE”, which is relevant for pricing.

    II) Item category group is “LUMF” bills components but not the main item. For this the following setting has to be done.

    The item category of the main item is “TAP”, which is not relevant for pricing and item category of the components is “TAN”, which is relevant for pricing.

    S & D, Sales, Assign item category group

    Sales Doc Type Item Group USA Higher Level Item Item Category

    OR ERLA -


    -


    TAQ

    OR ERLA -


    TAQ TAE

    OR LUMF -


    -


    TAP

    OR LUMF -


    TAP TAN

    Inter CompanyIV Sales

    Material Listing and Exclusion

    Material listing: - whatever the materials that are placed in listing for a customer he can access those materials only.

    Maintaining Records for listing: -

    Logistics

    Sales and Distribution

    Products

    Listing / Exclusion

    VB01 – Create

    Enter the Listing type A001and select the key combination.

    Enter the customer and place the required materials in listing and save it.

    Material Exclusion: -

    Maintaining Records for Exclusion: -

    Logistics

    Sales and Distribution

    Products

    Listing / Exclusion

    VB01 – Create

    Enter the exclusion type B001

    Place the required materials in exclusion.

    Note: - Exclusion is given preference over listing.

    This concept is based on condition technique.

    SPRO

    Sales and Distribution

    Basic Functions

    Listing / Exclusion

    Sl. No. Listing Exclusion

    1 Customer / Material Customer / Material

    2 A – 1 A – 2

    3 A001 B001

    4 A002 B002

    Step 1: - Maintain condition tables for listing / Exclusion [OV06]

    Step 2: - Maintain Access sequences for listing / exclusion

    Step 3: - Maintain listing / exclusion types.

    Step 4: - Procedures for maintaining listing / exclusion

    Step 5: - Activate listing / exclusion by sales document [OV04]

    Material Determination: - Substituting one product with other product is called material determination.

    Maintaining the records for Material Determination: -

    SPRO

    Logistics

    Sales and Distribution

    Master data

    Products

    Material Determination

    VB11 – Create.

    Enter the determination type [A001] (Material Entered).

    Material Entered: - Here enter the original material which has to be substituted.

    Material: - Enter the material with which we want to substitute the main material.

    Reason for Substitution: - specifies the reason why the system automatically carried out material substitution.

    To enter multiple materials as substitution select the icon alternative materials.

    This concept is based on condition technique.

    SPRO

    Sales and Distribution

    Basic Functions

    Material Determination

    Maintain prerequisites for material determination.

    Create condition tables [OV16]

    Maintain access sequences

    Define condition types

    Maintain procedure

    SPRO

    Sales and Distribution

    Basic Functions

    Material Determination

    Assign procedures to sales document types [OV14]

    Defining the reason for substitution: -

    SPRO

    Sales and Distribution

    Basic Functions

    Material Determination

    Define substitution reasons [OVRQ]

    Go to new entries and define

    Substitution reason: - Specify the substitution reason [0001]

    Description: - Advertising campaign

    Entry: - If we check this field the system prints the name or number of the original material on the corresponding output.

    Warning: - If we check this field the system displays a warning message before substituting the material.

    Strategy: - Controls whether the product selection should occur automatically in the background or whether the alternative materials should be offered for a selection in dialog box.

    Out come: - Controls whether the out come of product selection should replace the original entry or whether it should be recorded as a sub item of the original entry.

    Revenue Account Determination: - To which General Ledger Account the sales values are to be posted is controlled by revenue account determination.

    SPRO

    Sales and Distribution

    Basic functions

    Account assignment and costing

    Revenue account determination

    Assign General Ledger accounts [VKOA]

    We need to assign the General Ledger account to the combination of

    1) Application: - specify “V” Sales and Distribution

    2) Condition Type: - Specifies condition types in the procedure if controlling is activated in the finance take the condition type “KOFK” otherwise take “KOFI”

    3) Chart of accounts: - It’s a classification scheme, consisting of a group of GL Accounts.

    Here we need to specify in which chart of accounts the GL Account we are assigning exists.

    4) Sales Organisation: -

    5) Account Assignment Group of Customer: - This is specified in the customer master data.

    6) Account Assignment group of material: - This is specified in the material master data.

    7) Account Key: - This is specified for each condition type in the procedure.

    Sales Organisations Account Assignment Group Customer Account Assignment Group Material Account Key

    1000

    2000 01 Domestic

    Trading Export Sales TR02

    Goods

    FinishedFI

    Goods Sales RevenueERL

    Sales DeductionsERS

    APP C Type C A of Account Sales Organisation A A Customer A A Material Account Key GL Account

    V KOFI INT 1000 01 TR ERL 1000

    V KOFI INT 1000 01 TR ERS 2000

    V KOFI INT 1000 01 FI ERL 3000

    V KOFI INT 1000 01 FI ERS 4000

    V KOFI INT 1000 02 TR ERL 5000

    V KOFI INT 1000 02 TR ERS 6000

    V KOFI INT 1000 02 FI ERL 7000

    V KOFI INT 1000 02 FI ERS 8000

    V KOFI INT 2000 01 TR ERL 10000

    V KOFI INT 2000 01 TR ERS 20000

    V KOFI INT 2000 01 FI ERL 30000

    V KOFI INT 2000 01 FI ERS 40000

    V KOFI INT 2000 02 TR ERL 50000

    V KOFI INT 2000 02 TR ERS 60000

    V KOFI INT 2000 02 FI ERL 70000

    V KOFI INT 2000 02 FI ERS 80000

    This concept is based on condition technique.

    SPRO

    Sales and Distribution

    Basic Function

    Account assignment and costing

    Revenue account determination

    Define dependencies of revenue account determination [V/14,V/12,V/13]

    Define access sequences and account determination types

    Maintain access sequences for account determination

    Define account determination types

    Define and assign account determination procedures.

    Define account determination procedures

    [KOFI00]

    “3” Requirement Note: - KOFI

    KOFK “2”Requirement

    Assign account determination procedure

    Assign the account determination procedure to the billing document type.

    Credit Management: - It is responsible for giving the credit limits to the customers.

    C.C.A

    C. Code 1 C. Code 2

    S. Org 1 S. Org 2

    Centralized C C A

    C. C. A 1 C. C. A 2

    C. Code 1 C. Code 2

    S. Org 1 S. Org 2

    Decentralized C C A

    Defining Credit Control Area: -

    SPRO

    Enterprise Structure

    Definition

    Financial accounting

    Define Credit control area

    In the definition of the credit control area we have a field credit limit. This is applicable to all the new customers.

    Assigning the Company code to Credit Control Area: -

    SPRO

    Enterprise Structure

    Assignment

    Financial accounting

    Assign company code to credit control area

    Risk Category: -

    SPRO

    Financial Accounting

    Accounts receivable and Accounts payable

    Credit Management

    Credit control Account

    Define Risk Categories

    We need to define the risk category in the combination of credit control area.

    Ex: -

    Low Risk

    High Risk

    New Customers

    Credit Group: - It’s specifies the documents that should be blocked for processing if the order value exceeds the credit limit.

    Defining Credit Group: -

    SPRO

    Sales and Distribution

    Basic functions

    Credit Management and Risk Management

    Credit Management

    Define Credit Groups

    Ex: -

    Credit01 Group for Sales Order

    Credit Group for delivery02

    Credit Group for03 Goods Issue

    Assign sales documents and delivery documents.

    Credit limit check for other types

    Assign the credit group 01 to the sales document type.

    Credit limit check for delivery types.

    Assign the credit group 02 and 03 to the delivery document type.

    Setting the credit limits to the customers or credit master data: -

    Logistics

    Sales and Distribution

    Credit management

    Master Data

    FD32 – Change

    Enter the customer

    Credit control area

    Select all the views

    1) To set the control areacredit limit to the customer select go to

    Data status.

    We can specify the credit limit of the customer in the field credit limit.

    Credit Horizon Date: - Specifies the date up to which the customer can use the credit limit.

    Risk Category: - Assign a risk category to the customer

    Sales Value: - It is the total of all order values which have not been transferred to F I, but which are taken into the consideration when checking the credit limit.

    payment Control Area Data 2) Go to history

    Here we can see the past payment history of the customer.

    Note: - If we want to see the payment history of the customer here we need to check the field “Payment History Record” in the customer master.

    Central Data General Data 3) Go to

    Total Amount: - The amount in this field specifies the overall credit limit the customer may receive in all credit control areas.

    Individual limit: - The amount in this field specifies the maximum credit limit the customer may receive with in a credit control area.

    Defining Automatic Credit Control: - With the help of the automatic credit control we can block the documents if the order value is exceeding the credit limit.

    SPRO

    Sales and Distribution

    Basic Functions

    Credit Management and Risk Management

    Credit Management

    Define Automatic Credit Control [OVA8]

    We need to define the automatic credit control in the combination of credit control area, risk category, credit group.

    Go to new entries and define and save it.

    Item Check: - If we check this field the system carries out the credit limit check when we enter the items. Otherwise the check is carried out while we save the document.

    Checks: -

    Static: - If we check this field the system considers all the open orders, which are there after the credit horizon date, while checking the credit limits.

    Dynamic: - If we check this field the system considers out a credit limit check with in the specified credit horizon period.

    Reaction: - specifies whether the system reacts with a warning or error message when the limit exceeds.

    Status / block: - If we check this field the document will be blocked for processing, if the limit is exceeds.

    Maximum document value: - Specifies the maximum document value for a credit check based on the value of the document.

    Note: - This type of check is useful for processing the orders of the

    new customers for whom the credit limits have not yet been established.

    Note: - After defining the automatic credit control we need to specify it in

    the field “Check Credit Limit” in the definition of the sales document type.

    ATP: - Avail to promise.

    Path of Availability Check: -

    SPRO

    Sales and Distribution

    Basic Functions

    Availability check and Transfer of requirements

    Availability check

    Availability check with ATP Logic

    OUTLINE AGREEMENTS

    1) Scheduling Agreements: - It’s an outline agreement with the customer containing the delivery dates and the quantities. These are entered as schedule lines in the scheduling agreement.

    We can create the schedule lines when we create the scheduling agreement or we can create them later.

    We fulfill a scheduling agreement by creating the deliveries in the schedule as they become due.

    Creating a Scheduling Agreement: -

    Logistics

    Sales and Distribution

    Sales

    Scheduling Agreement

    VA31 – Create

    Scheduling Agreement type “DS”

    2) Contracts: - These are the outline customer agreements that display when the materials or services are sold within a certain time period.

    a) Quantity Contracts: - It’s an agreement that your customer will order a certain quantity of a product from the company during a specified period.

    The contract contains basic quantity and price information but does not specify delivery dates or quantities.

    b) Value Contracts: - It’s a contractual agreement with a customer that contains the materials or services that they may receive within a time period and “Up to a target value”.

    A value contract can contain certain materials or a group of materials. [Assortment Module]

    c) Service Contracts: - It’s an agreement that contains the conditions for offering a certain service to the customer. We can manage rental and maintenance contracts in the standard R/3 system.

    A service contract contains validity dates cancellation conditions price agreements and the information on the possible follow up action.

    d) Master contracts: - It’s a document in which we can group contracts together as lower level contracts. The master contract contains the general terms, which apply for all lower level contracts.

    Creating Contracts: -

    SPRO

    Sales and Distribution

    Sales

    Contract

    VA41 – Create

    Contract Types: -

    Master ContractGK

    Quantity ContractNMS

    ValueZWK1 Contract

    Value Contract GeneralWK1

    Material relevant valueWK2 contract

    Service and Maintain contractSC

    SPECIAL SALES ORDERS

    Cash Sale: - It’s an order type which we use, when the customer orders picks up the goods and pays for the goods immediately the delivery is processed as soon as the order has been entered and the billing is related to the order.

    Creating Cash sale: -

    VA01

    Order type “CS” or “BV” and everything is same as sales order

    Item Category – BVN

    Note: - In BVN the field “Credit Active” is not checked.

    Note: - when we save the cash sale document the system will automatically create the delivery document. For this the following customizing setting has to be done.

    In the definition of the document type CS we need to take the value “X” [Create delivery immediately if the quantity conformed for today] in the field “Immediate Delivery”.

    Rush Order: - In the rush order transaction the goods are delivered on the same day as the order is placed.

    When we save the rush order document the delivery is automatically created and billing is related to delivery.

    Creating Rush Order: -

    VA01

    Document type “RO”

    Item Category “TAN”

    Note: - For the delivery to be automatically created the following setting has

    to be done.

    In the definition of document type “RO” take the value “X” in the field “Immediate Delivery”

    SHIPPING (SH)

    Shipping Point: - The place from where the goods are shipped to the customer is called shipping point.

    Defining shipping point: -

    SPRO

    Enterprise Structure

    Definition

    Logistics Execution

    Define copy, delete, check shipping point [EC07]

    Copy, delete, check shipping point

    Copy organisational object

    Come back

    Go to define shipping point

    Select the defined shipping point and go to details.

    Determine times: -

    Determine loading time: - Specifies whether the system automatically determines a loading time when we process deliveries through the shipping point.

    Loading time: - specifies the time it will take for loading of the material.

    Determine pick / pack time: - Indicates whether the system automatically determines a time estimate for picking and packing when we process deliveries through the shipping point.

    Pick / pack time: - Specifies the time it will take for picking and packing of the materials.

    Go to icon Address and maintain the details

    Assigning the shipping point to the plant: -

    SPRO

    Enterprise Structure

    Assignment

    Logistics Execution

    Assign Shipping point to the plant [OVXC]

    Shipping point determination: - When we create the sales documents the system will automatically propose a shipping point. For this the following setting has to be done.

    SPRO

    Logistics Execution

    Shipping

    Basic shipping functions

    Shipping point and goods receiving point determination

    Assign shipping point

    We need to assign the shipping point to the combination of

    Shipping condition

    Loading group

    Plant

    Creating the delivery document: -

    Logistics

    Sales and distribution

    Shipping and transportation

    Outbound delivery

    Create

    Single document

    VL01N – With reference to sales order

    Step 1: - Enter the shipping point

    Note: - It should be the same shipping point, which is there in the sales

    Order with reference to which the delivery is created

    Selection Date: - specifies the date on which the delivery can be created

    Order: - Enter the sales order number for which delivery is created.

    Step 2: -

    Picking: - Go to the picking tab page where you can find pick quantity as “0”. The quantity has to be picking from the warehouse. For this we need to create “Transfer Order”.

    Creating Transfer Order: - Go to subsequence functions in the main menu and select create transfer order.

    On the create transfer order screen enter “warehouse number”

    Enter the plant number

    Enter the delivery document number for which we are doing picking.

    When we reach the overview screen of the transfer order the quantity is completely picked.

    Note: - The delivery quantity in the outbound delivery becomes the picking quantity in the transfer order. And save the transfer order

    Go to VL02N

    Enter the delivery document number

    Go to the picking tab page where the quantity is completely picked.

    Step 3: -

    Post Goods Issue (PGI): - By doing the PGI we are specifying that the goods are leaving the company.

    For this click on the button post goods Issue.

    Effects of Post Goods Issue: -

    1) The warehouse stock of the material is reduced by the delivery quantity.

    2) Value changes are posted to the balance sheet account in the inventory accounting.

    3) Requirements are reduced by the delivery quantity.

    4) Post Goods Issue is automatically updated in the document flow.

    Delivery Document Types: -

    SPRO

    Logistics Execution

    Shipping

    Deliveries

    Define delivery types [OVLK]

    Ex: -

    Delivery With reference to SalesLF order

    Delivery without order referenceLO

    Returns DeliveryLR

    BV Cash sale Delivery

    Functionality of a Delivery Document Type: -

    Document Category: - “J” for delivery.

    Number Range internal Assignment and External assignment: -

    Creating Number ranges for deliveries: -

    SPRO

    Logistics Execution

    Shipping

    Deliveries

    Define Number ranges for deliveries [VN01]

    Item Increment: -

    Order Required: - Specifies whether any preceding document is required to create the delivery document.

    Storage Location Rule: - specifies how the system determines the picking location when we creating a delivery without entering a storage location for the item.

    Shipping point / plant / Storage conditionMALA

    Plant /RETA Situation (SITUA) /storage Condition

    MALA then RETA (back upMARE procedure)

    Delivery split – WH Number: - If we check this field the delivery can be split based on the warehouse Number.

    Automatic Packing: - If we check this field the automatic packing proposal is retrieved, when a delivery is created.

    Screen Sequence Group: - “AU”

    Display Range: -

    Item Categories and Deliveries: -

    SPRO

    Logistics Execution

    Shipping

    Deliveries

    Define Item Categories for deliveries [OVLP]

    Item Category without order referenceDLN

    Functionality of an item category in delivery: -

    Document Category: - “J” Delivery

    Material Number ‘0’ allowed: - Controls whether it makes sense to enter an items in the document without specifying the material.

    Note: - It makes sense to check this field only for text items.

    Check Quantity ‘0’: - Specifies whether we can enter an item that has a ‘0’ quantity and if we do how the system reacts.

    Check Minimum quantity: - Specifies whether the system checks the minimum delivery quantity specified in the material master and if so determines how the system reacts if the minimum is not met.

    Check over delivery: - Specifies how the system reacts when we exceed the original order quantity during the delivery processing.

    Availability Check Off: - Specifies whether the system should check the availability of the material.

    Rounding: -

    Relevant for picking: - indicates whether the item is relevant for picking or not.

    Note: - Text items or service items are not relevant for picking.

    Storage Location required: - Indicates whether we must enter a storage location before we can completely process the delivery items.

    Determines Storage Location: - Indicates whether the system automatically determines a storage location for the delivery item.

    Don’t check storage location: - Indicates whether the system should run a check for the storage location that was determined.

    Automatic Batch determination: -

    Collective processing of orders: - To combine the multiple orders for creating a single delivery the following must be same.

    Shipping Party

    Shipping Point

    Delivery Date.

    Logistics

    Sales and Distribution

    Shipping and Transportation

    Outbound delivery

    Create

    Collective processing of document due for delivery

    VL10A – Sales orders

    Enter the shipping point

    Enter the delivery creation date

    Enter the ship to party and execute

    The system gives the list of all orders, which are due for delivery

    Select the required orders and select the button create delivery in background

    Select the icon log for delivery creation (Shift + F4)

    It generates a group number, which contains the delivery document created.

    To see the delivery document generates select the group number and select the button documents.

    INCOMPLETION PROCEDURE

    Incompletion procedure contains all the required fields, which are mandatory in sales document.

    SPRO

    Sales and distribution

    Basic functions

    Log off incomplete items

    Define incompleteness procedures.

    We need to define the incompletion procedure for the following incompletion groups

    SalesA header

    Sales itemB

    Sales schedule lineC

    PartnerD

    SalesF activity

    Delivery headerG

    Delivery itemH

    Select the incompletion group and go to procedures

    Go to new entries and define the procedure.

    Note: - We need to define separate procedures for each and every sales document, unless all the documents have common mandatory fields.

    Select the defined procedures and go to fields. Go to new entries, and place the required fields, which are mandatory in the sales document.

    select incomplete procedure Field: - F1

    1) Table: - Specifies the table in which the field exists.

    2) Field name: - Specifies the Field name in the table

    3) Description: - description of the field

    V V imp

    4) Screen: - The function code displays the screen on which we can enter the incomplete data.

    5) Status Group: - Specify the corresponding status group

    6) Warning: - If we check this field the system gives 9 warning when the user does not make an entry in the required field.

    7) Sequence: - Determines the sequence in which the system checks for the incomplete fields.

    Assign incompletion procedures: -

    Same path

    Defining status group: -

    Same path

    SPRO

    Sales and Distribution

    Basic functions

    Logoff incomplete items

    Define status groups: -

    Status group controls, which sub sequent documents, can be blocked for processing, if the data in the mandatory field is missing.

    And go to new entries and define the status group.

    1) Status group

    2) General

    3) Delivery

    4) Billing document

    5) Price

    6) Goods moment

    7) Picking

    8) Pack

    Ex: - Here if we check delivery we cannot create the delivery document if the data in the mandatory field is missing to which this status group is assigned.

    BILLING (BG)

    Creating billing document: -

    Logistics

    Sales and Distribution

    Billing

    Billing document

    VF01 create

    In the document field specifies the reference document number on the basis of which the billing document is created.

    Note: - When we save the invoice the companies account is debited and the customer account is credited.

    Note: - When we save the invoice one accounting document is generated this posted to FI.

    To see the accounting document generated go to VF02 change and select the button accounting

    The following documents will be generated.

    1) Accounting documenting

    2) Profit center document

    3) Profitability analysis

    4) Special purpose ledger

    5) controlling document

    Select accounting document the go to details

    Note: - The reconciliation account cannot be seen in the accounting document.

    PK Posting key

    For debit most IMP50

    For credit40

    Canceling the invoice: -

    Logistics

    Sales and distribution

    Billing

    Billing document

    VF11 – cancel

    In the document field specify the billing document to be cancelled and click on execute.

    Note: - When we save the invoice cancellation accounting document is generated in which the values are already posted to FI are reversed.

    When the accounting document is not generated try the following setting.

    Go to VF02 go to billing document in the main menu and select “release to accounts”

    Defining billing document types: -

    SPRO

    Sales and Distribution

    Billing

    Billing documents

    Define billing types

    Define billing types

    Invoice F1, F2

    Cash sale invoice BV

    Proforma F5 invoice for order

    Proforma invoice for delivery F8

    Credit G2 Memo

    Debit memo L2

    invoice cancellation S1

    Credit memo S2 cancellation

    Functionality of a billing document type: -

    Number range inter assignment

    Creating the number ranges only internal assignment: -

    SPRO

    Sales and Distribution

    Billing

    Billing document

    Define number ranges for billing documents

    Sales document category: - M

    InvoiceM

    Credit MemoO

    DebitP memo

    Transaction Group: -

    Billing document: - 7

    Item number increment: - leave it

    Posting Block: - If we check this field the system blocks automatic transfer for the billing document of accounting.

    Statistics: - Indicates whether the system stores the information from the billing document for the purpose of statistical analysis

    Negative Posting: - Indicates that causes the transaction figure to be reset for the document item.

    Cancellation billing type: - Specifies the corresponding billing document cancellation type.

    Relevant for rebate: - Indicates whether the billing document is relevant for rebate purpose.

    Accounting Determination Procedure: - Specify the revenue account determination procedures.

    CREATING CREDIT MEMO

    Create the credit memo request: -

    VA01

    Credit Memo Enter the order type G2 request

    G2NItem Category

    With reference to credit memo request create the credit memo

    VF01

    In the document field enter the credit memo request *** and execute

    Note: - When we save the credit memo company’s account is credited and customers account is debited.

    MMM VV IMP

    Note: - One account document is generated which is posted to FI.

    Creating Debit Memo request: - create the debit memo request

    VA01

    Document type L2

    L2N Item category

    With reference to debit memo request

    Create the debit memo

    VF01

    In the document field enter the debit memo request and execute.

    Note: - When we save the debit memo that company’s accounting is debited and the customers account is credited.

    MMVVIMP

    Note: - One accounting document is generated which is posted to FI.

    COPING CONTROLES

    Note: - This concept is dam imp

    To create the documents with reference to proceeding documents “copy controls” must be defined.

    The coping controls can be set for the following levels.

    1) Copy controls for sales documents: -

    SPRO

    Sales and Distribution

    Sales

    Maintain Copy controls for sales document

    a) Copy control sales document to sales document

    Target Source

    QT OR

    Header - Header

    OR -QT

    Item Category -Item Category

    AGN TAN

    TANN-AGNN

    ScheduleSchedule

    CP/CK/PNBN

    b) Copy Control – Billing document to sales document:

    Same as above

    2) Copy controls for delivery documents: -

    SPRO

    Logistics Execution

    Shipping

    Copying control

    Specify copy control for deliveries

    The coping control defined from sales document to delivery document

    Coping must be done header-to-header and item-to-item

    Here number schedule are available.

    3) Copy controls for Billing documents: -

    SPRO

    Sales and Distribution

    Billing

    Billing documents

    Maintain coping control for billing document

    a) Sales document to billing document

    b) Billing document to billing document

    c) Delivery document to billing document

    rewards pls

    siva

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Dec 04, 2007 at 02:55 PM

    SD Configuration

    Welcome to SD Configuration page.

    Enterprise Structure:

    1 Edit, Copy, Delete, Check Company Code(T001)

    Company is created by FI Consultant.

    The company code is an organizational unit used in accounting. It is used to structure the business organization from a financial accounting perspective.

    IMG -> Enterprise Structure -> Definition -> Financial Accounting -> Define, copy, delete, check Company Code

    2 Define Credit Control Area(T014)

    Company is created by FI Consultant.

    The credit control area is an organizational unit that specifies and checks a credit limit for customers.A credit control area can include one or more company codes. It is not possible to assign a company code to more than one control control area. Within a credit control area, the credit limits must be specified in the same currency.

    IMG -> Enterprise Structure -> Definition -> Financial Accounting-> Define Credit Control Area

    3. Maintaining Sales Organization(TVKO)

    Sales Organization is an organizational unit responsible for the sale of certain products or services.

    IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check Sales organization

    4. Assigning Sales Organization to Company Code(TVKO~BUKRS)

    This assignment ensures all the sales made through this Sales Organization are accounted for in the assigned Company Code (Company Code is created by FI Consultant).

    IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign Sales Organziation to Company Code

    5. Maintaining Distribution Channel(TVTW)

    Distribution Channel is the way, in which Products or Services reach Customers.

    IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel

    6. Assigning Distribution Channel to Sales Organization(TVKOV)

    This assignment ensures, a Sales Organization can supply Materials to Customers through this Distribution Channel.

    IMG -> Enterprise Structure -> Assignment -> Sales and Distribution > Assign distribution channel to sales organization

    7. Maintaining Division(TSPA)

    Division is a way of grouping materials, products, or services.

    IMG -> Enterprise Structure -> Definition -> Logistics - General -> Define, copy, delete, check division

    8. Assigning Division to Sales Organization(TVKOS)

    IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organization

    9. Setting up Sales Area(TVTA)

    All the sales are made from a particular sales Area. For creating a Sales Order Sales Area is compulsory.

    IMG ->Enterprise Structure -> Assignment -> Sales and Distribution -> Set up sales area

    10 Maintain sales office(TVBUR)

    you define the sales offices in your company. The definition of sales offices is optional.

    For each sales office, you can determine the printer for output based on the sales documents in different ways

    IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Maintain Sales Office

    11 Assign sales office to sales area(TVKBZ)

    IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales Office to Sales Area

    12 Maintain sales Group(TVKGR)

    company. The definition of sales groups is optional. You can use the SD system without creating sales groups.

    13 Assign sales group to sales office(TVBVK)

    you can assign as many sales groups as desired to the sales offices. Any one sales group can belong to several sales offices.

    IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales group to sales office

    14. Define Shipping Points(TVST)

    Shipping Point is the Organizational element, which is responsible for shipping the Materials to the Customers.

    IMG -> Enterprise Structure -> Definition -> Logistics Execution -> Define, copy, delete, check shipping point

    15 Define, copy, delete, check plant(T001W)

    Plant is created by MM Consultant.

    IMG -> Enterprise Structure -> Definition -> Logistics - General -> Define, copy, delete, check plant

    16 Assigning Shipping Point to Plant(TVSWZ)

    This assignment ensures that goods from different Plant can be dispatched from different Shipping Points.

    IMG -> Enterprise Structure -> Assignment -> Logistics Execution -> Assign shipping point to plant

    17. Assigning Sales Organization- Distribution Channel- Plant(TVKWZ)

    Plant is created ny MM Consultant.

    IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organization - distribution channel - plant

    Note: Ensure to do the undermentioned configuration also though it is not in Customizing node of Enterprise Structure.

    18. Defining Common Distribution Channels for Master Data(TVKOV-VKWKO TVKOV~VTWKU)

    Use

    The purpose of this activity is to define distribution channels which have common master data..

    Procedure

    Access the activity using one of the following navigation options:

    IMG Menu -> Sales and Distribution -> Master Data -> Define Common Distribution Channels

    Transaction Code: VOR1

    19. Defining Common Divisions for Master Data(TVKOS-SPAKO TVKOS~SPAKU)

    Use

    The purpose of this activity is to define distribution channels which have common master data..

    Procedure

    Access the activity using one of the following navigation options:

    IMG Menu -> Sales and Distribution -> Master Data -> Define Common Division

    Transaction Code: VOR2

    Pricing Procedure

    In SD, Pricing Procedure is determined based on Sales Area (Sales Organization + Distribution Centre + Division) + Customer Pricing Procedure + Document Pricing Procedure. Sales Area is determined in Sales Order Header Level. Customer Pricing Procedure is determined from Customer Master. Document Pricing Procedure is determined from Sales Document Type / Billing Type (if configured). Once the pricing procedure is determined, Condition records are fetched. If appropriate condition records are found, the price is determined. If Mandatory pricing condition is missing, system will through an error message.

    In SD, the steps to configure Pricing procedure are as under:

    Step 1:

    Condition table: If existing condition table meets the requirement, we need not create a new condition table. Considering the requirement for new condition table, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Table (select the required fields combination, which will store condition record).

    Step 2:

    Access Sequence: If existing access sequence meets the requirement, we need not create a new access sequence. Considering the requirement for new sequence, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Access Sequence (Access sequence is made up of Accesses (Tables) & the order of priority in which it is to be accessed. Here we assign the condition table to access sequence.

    Step 3:

    Condition Type: If existing condition type meets the requirement, we need not create a new condition type. Considering the requirement for new condition type, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Type. It is always recommended to copy an existing similar condition type & make the neccessary changes. Here we assign Access sequence to Condition type.

    Step 4:

    a. Pricing Procedure: It is recommended to copy a similar pricing procedure & make the neccesary changes in new pricing procedure. Pricing Procedure is a set of condition type & arranged in the sequence in which it has to perform the calculation. Considering the requirement for new Pricing Procedure, the configuration will be done in spro as follows: IMG -> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure -> Maintain Pricing Procedure.

    b. Pricing Procedure: After maintaining the pricing procedure the next step will be determination of pricing procedure. Configuration for determining pricing procedure in SPRO is as follows: IMG -> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure -> Determine Pricing Procedure.

    5. Condition record: Condition record is a master data, which is required to be maintained by Core team / person responsible from the client. During new implementation, the condition records can be uploaded using tools like SCAT, LSMW, etc.

    Normal Sales Order Cycle:-

    Step 1: Sales Document Type

    IMG > Sales and Distribution > Sales > Sales Documents >

    Sales Document Header:

    1. Sales Document Type:The sales document types represent the different business transactions, 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 discussion with 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 Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

    Sales Document Item:

    1. Define Item Categories: If possible use Standard Item Category. Incase if required to create 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 Category

    Schedule Line:

    1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

    2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule 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 to create new, copy as from standard & maintain New.

    2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery 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 to create 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 controls such as Sales Order to Billing, Deliver to Billing, etc.

    The configuration differs from scenario to scenario & requirement of the client.

    you use the building blocks provided sap for various industries

    http://help.sap.com/bestpractices/BBLibrary/bblibrary_start.htm

    select indusrty type and country

    also refer to the link below... can get gud info of sd

    PO and SO

    po-and-so

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Dec 04, 2007 at 12:45 PM

    <b>Hi

    Make small search in sdn , posted many links on this and u can get useful stuff </b>

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.