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Former Member

FUNCTIONAL CHANGES

Hello,

I am copying Sales order type like "OR" and making changes to create "Z 'type doc.Please let me know what what configuration I have to do so that end user can create sales order using "Z" type sale order.

Do I have to do Pricing procedure for this document using PR00, and how I assign this document to SALES ORG?

With many thanks.

Naz

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4 Answers

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    Former Member
    Sep 08, 2008 at 04:06 AM

    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.

    Note: Ensure that Copy Control settings are done

    Sales Order to Sales Order (QT --> OR): VTAA

    Sales Order to Delivery (OR --> LF): VTLA

    Sales Order to Billing (OR --> F1): VTFA

    Delivery to Billing(LF --> F2): VTFL

    Billing to Sales Order (F2 --> RE): VTAF

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

    Do I have to do Pricing procedure for this document using PR00, and how I assign this document to SALES ORG?

    Pricing Procedure can be with or without PR00. Pricing Procedure is determined in Transaction Code: OVKK with a Combination of Sales Organization + Distribution Channel + Division + Customer Pricing Procedure + Document Pricing Procedure

    write-up on Pricing Procedure:

    Determination of Pricing Procedure:

    In SD, Pricing Procedure is determined based on Sales Area (Sales Organization + Distribution Centre + Division) + Customer Pricing Procedure + Document Pricing Procedure through T.Code: OVKK. 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.

    Configuration of Pricing Procedure:

    Step 1:

    Condition table (T.Code: V/04): 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 (T.Code: V/07): 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 (T.Code: V/06): 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 (T.Code: V/08): 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 (T.Code: VOK0): 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 (T.Code: VK11 / VK12): 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. Condition Record is maintained in T.Code: VK11 / VK12, which are captured in Sales Order & Billing.

    Also check document pricing procedure in Sales Document Type (T.Code: VOV8 - Sales order Type, VOFA: Billing Type (If Required)), customer pricing procedure in Customer Master Data (T.Code: XD02), ... are in place.

    Hope the above is helpful.

    Regards,

    Rajesh Banka

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    Former Member
    Sep 08, 2008 at 03:49 AM

    HI,

    Pls follwup this checklist

    1.check ur entry is there in VOV4 tcode.

    2.Maintain ur entry in OVAZ tcode.

    3.Maintain ur entry in OVkk tcode.( Ur question: Do I have to do Pricing procedure for this document using PR00, and how I assign this document to SALES ORG?)

    Then create sales order, if any discrepency is happed revert back.

    Regards,

    kishore.

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    Former Member
    Sep 08, 2008 at 04:26 AM

    Dear Naz,

    You can copy form standard ...few things should Diff from Std...Like Number ranges..Out put Etc...

    If your Z order type want to go smoothly............you should maintain wherever Order type determines.....Like Pricing procedure/Item category,Schdule line...Etc...

    Regards

    Luckky

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    Former Member
    Sep 08, 2008 at 03:42 AM

    Dear Naz,

    While copying system will ask you to capy all settings(Copy control and other) or not copy all in these selection you select copy all through that you will get the all copy control settings.

    Before that you make sure that you have configuraed all organisational settings in the IMG.

    Yes you need to do the pricing procedure determination with respect to your sales area in OVKK transaction other system will through error message.

    If you want define new pricing procedure you need to do the settings in the IMG

    SPRO >IMG->Sales and Distribution>Basic functions >Pricing>Pricing control

    -->Define Condition Tables

    -->Define Condition Types

    -->Define Access Sequences

    -->Define And Assign Pricing Procedures

    Other wise you can use standard pricing procedure

    Make sure that customer master and materail master also available in the system.

    I hope it will help you,

    Regards,

    Murali.

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