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Configure master data (for sales,billing),and then create whole sales flow

Hello Experts...

I want your help in creating the whole sales flow starting from creating a sales order then create out bound delvery and then billing document.

I have an R/3 system which is almost fresh, please help in me configuring all sales and billing related data and then use the same back on to my sales cycle.

Thanks in Advace,

Suma

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    author's profile photo Former Member
    Former Member
    Posted on Sep 18, 2008 at 11:34 AM

    Hi Suma,

    If u have IDES application installed in your system, u can use the existing data for your testing.

    pls goto tcode se16 tcode and fetch some data from the VBAK table. there u will find many sales orders already given sap IDES system, so u can use those sales order and if u want to create new set of master data, u can create it with refferance the same.

    Regards,

    Hari Shankar

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 18, 2008 at 11:52 AM

    Hi suma

    First of all create sales document types(VOV8)---make sure copy an existing order tye and create a new order.

    Like wise Delivery Document types(OVLK)

    Like wise Billing Document types(VOFA)

    Like wise Create Item categories(VOV7)

    Schedule line categories(VOV6)--for order schedule line category is CP and CN

    Do copy controls for all sales documents (VTAA)

    Delivery Documents (VTLA)

    Billing Documents(VTFA)

    if u done all these setting then u can create sales order to billing.

    if any problem araises reply me

    Regards

    Srinivas.

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 18, 2008 at 12:30 PM

    hi

    check link you will get all scenarios

    http://help.sap.com/bp_blv1600/V5600/BL_IN/html/scope/Scoping_offline.htm?display=STE-BL_IN_V5600+FULL_SCOPE.xml

    Follow the below steps for customization of material master

    1. Material Number:

    SPRO -> Logistic - General -> Material Master -> Basic Settings -> Define Output Format of Material Number

    TCODE: OMSL

    2. Define Field Reference:

    SPRO -> Logistic - General -> Material Master -> Field Selection -> Maintain field Selection For data Screens

    T CODE: OMS9

    3. Define Industry Sector:

    SPRO -> Logistic - General -> Material Master -> Field Selection -> Define industry Sectors and industry -sector- specific Field Selection

    T.Code:OMS3

    4. Material Type:

    SPRO -> Logistic - General -> Material Master -> Basic Settings -> Material Type ->Define attribute of material Type

    T.Code:OMS2

    (Select Material Type: ROH for ur raw material( example) copy it and renamed it to UR RAW MATERIAL)

    5. Define Screen Sequence:

    SPRO -> Logistic - General -> Material Master -> Configuring the Material Master -> Define structure of Data Screens for each Screen Sequence

    T.Code:OMT3B

    (Select Screen Sequence: 21, copy it and renamed it to Z with any letter( Like ZA or ZB )

    6. Ordering Screen Sequence:

    SPRO -> Logistic - General -> Material Master -> Configuring the Material Master -> Maintain Order of main and Additional Screen

    T.Code:OMT3R

    7. Assign Screen Sequence to Industry Sector:

    SPRO -> Logistic - General -> Material Master -> Configuring the Material Master -> Assign Screen Sequences to User/Material Type/Truncation/Industry Sector

    T.Code:OMT3E

    8. Assign Field Reference to Plant:

    SPRO -> Logistic - General ->Material Master -> Field Selection -> Define Plant -Specific Field Selection and Plant -Specific Screen Selection

    T.Code:OMSA

    9. Define Material Group

    SPRO -> Logistic - General -> Material Master -> Setting for Key Field -> Define Material Group

    T.Code:OMSF

    10. Define Number Range of Material:

    SPRO -> Logistic - General -> Material Master -> Basic Settings -> Material Type ->Define Number Range for each Material Type

    T.Code:MMNR

    11. Define Purchasing Group:

    SPRO -> Material Management->Purchasing->Create Purchasing Group

    T.Code:OME4

    Pricing Procedure

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

    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.

    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

    hope this will help you

    Regards

    Vishal

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  • Posted on Sep 18, 2008 at 02:07 PM

    Dear Suma

    Please make use of the "Search" option by which, you can get lot of threads on SD configuration.

    Please find below the same.

    Enterprise Structure:

    1. Maintaining Sales Organization

    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

    2. Assigning Sales Organization to Company Code

    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

    3. Maintaining Distribution Channel

    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

    4. Assigning Distribution Channel to Sales Organization

    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

    5. Maintaining Division

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

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

    6. Assigning Division to Sales Organization

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

    7. Setting up Sales Area

    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

    8. Assigning Sales Organization- Distribution Channel- Plant

    Plant is created by MM Consultant.

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

    9. Define Shipping Points

    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

    10 Assigning Shipping Point to Plant

    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

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

    11. Defining Common Distribution Channels for Master Data

    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

    12. Defining Common Divisions for Master Data

    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 -> 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 -> 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.

    thanks

    G. Lakshmipathi

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 23, 2008 at 07:07 AM

    Thanks for your valuble replies

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