A complex OTC scenario

[Former Member]

Hi Experts,

I have a requirement like this; i have one sales document type say ZOR, one material say M1 and two sales organizations say S1 and S2.

now the client want that for sales organization S1 after sales order directly billing is to be created, delivery is to be avoided .

and for S2 normal cycle is to be followed, i am facing difficulty in setting this scenario.

Kindly guide me how to set the following.

Rgds

Sourabh

Edited by: saur06_80 on Oct 7, 2010 8:48 PM

Edited by: saur06_80 on Oct 7, 2010 8:50 PM

[Former Member]

Hi Sourabh,

Please check the possibility of maintinaing the copy controls from order to billing, develop a custom routine which restricts the order related billing to only sales org S1 and assign it at header level of the copy control settings. And also you need to make appropriate settings at item level copy control settings to allow billing.

Regards,

Kotakommala

[Former Member]

For S1, You need Order related billing may be because materials are not relevant for delivery, is it true?

Your schedule line categories, item relevant for delivery is required to be unchecked.

Let us know after you take initial steps, we will help you.

Thank you

Kris

Edited by: Kris on Oct 7, 2010 10:43 PM

[Former Member]

The Material is same, for both the sales organizations, it is only that for S1 the orders are not relevant for delivery and for S2 it is relevant.

[sidi_reghioui]

Because you have 1 Sales Document Type for your requirement:

- you need to setup to have a order-related billing for S1:

-- You have to setup an item category like L2N,

-- Create a item category group say Z001

-- assign Item category Group Z001 to material master M1 in Sales Org2 View for Sales Organisation S1

-- assign the Item category group Z001 and sales document type ZOR, to Item category L2N

- You have to setup to have delivery related billing for S2,

-- You have to setup an item category like TAN

-- Create a item category group say Z002

-- assign Item category Group Z002 to Material master M1 in Sales Org2 View for Sales Organisation S2

-- assign the Item category group Z002 and sales document type ZOR, to Item category TAN

This way whenever you raise a Sales document ZOR for Material M1 in Sales Org S1, then the item category L2N is determined and billing is done zith reference to Order.

Same scenario for S2.

Question is, does your order for Sales organsation S1 generate a delivery and PGI?

- If yes, then you should think about the delivery relevance in the Schedule Line category.

Hope this clarifies.

Regards

Sidi

[Former Member]

Sourabh

A simple way to acheive this would be to set up 2 item categories- one modeled on standard item Cat TAN ( relevant for Delivery based Billing) and another on L2N( relevant for Order based billing). Now in item cat assignment keep the item cat related to most likely scenario ( may be Delivery based billing) as the default item cat and the other one as manual alternative. So when Sales Org S1 users create orders, thy can manually change the item cat.

However if you want to automate item cat selection based on Sales Org, then you can set up a different Item cat group in the Sales Org 2 view of the material master for S1 and S2 and thus drive the system to determine different Item cats as needed.

You may also resort to user exits for item cat determination based on sales org, but it may be overkill for this.

Hope this helps.