Example Supply Chain 1. This flow chart shows a typical manufacturing supply chain work flow detailing which areas of the business are involved. 2. The sales department identifies a need for a product. The sales departments tell the marketing department about their idea and provide any supporting information / data. 3. The marketing department use business analysts to support the project and to complete the research. 4. Data and supporting evidence is passed back to the marketing department for completion of a business plan. 5. A fully detailed business plan is forwarded to the Business Unit Manager / Directors. 6. This unit comprises of the senior business directors or managers who make a decision on the project. 7. After approval the plan is passed back to the analysts to prepare
Transcript
Example Supply Chain
1. This flow chart shows a typical manufacturing supply chain work flow detailing which areas of the business are involved.
2. The sales department identifies a need for a product. The sales departments tell the marketing department about their idea and provide any supporting information / data.
3. The marketing department use business analysts to support the project and to complete the research.
4. Data and supporting evidence is passed back to the marketing department for completion of a business plan.
5. A fully detailed business plan is forwarded to the Business Unit Manager / Directors.
6. This unit comprises of the senior business directors or managers who make a decision on the project.
7. After approval the plan is passed back to the analysts to prepare and implement the manufacturing process.
8. Details of raw materials and components passed to purchasing.
9. Purchasing work with logistics and Transactionport to plan the purchase and delivery of the
materials to the manufacturing plant.
10. Suppliers receive orders for product and then despatch on agreed Transactionport on agreed dates.
11. Carriers approved by the business Transactionport the raw materials and components to the manufacturing site.
12. Products are received into the warehouse and then moved to manufacturing.
13. Finished products are moved from manufacturing to the finished goods warehouse which might be situated locally or in a remote location.
14. Finished goods are put into inventory awaiting orders. The company computer system is updated. Product is now available to sales.
15. Customers place orders through customer services.
16. Customer Services take orders and input them to the company computer system.
17. The central computer system maintains Transactionaction records and provided visibility of product for sale.
18. An order is completed and a pick list sent to the warehouse.
19. A copy of the order is sent to the export department for completion of export documentation.
20. Export department manages the final despatch of the product and produces any export documents.
21. Documents are sent to the warehouse to meet up with the finished order.
22. The order is despatched by the warehouse.
23. The Transactionport company collects the consignment and delivers it to the customer based upon the INCO terms of carriage.
24. As stock has now been used the computer system generates a request for new stock.
25. The re-order process generates a request to the purchasing department to place new orders with the suppliers.
What is SAP IMG Implementation Guide?
Many people have asked me this question. 'What does SAP IMG actually mean?' Infact many of my
readers have also personally asked me the same question. I am posting the answer below. IMG is the
short form for Implementation Guide. SAP IMG Implementation Guide helps users in customizing SAP
R/3. SAP R/3 IMG lists down all the activities for implementing each of the SAP modules such as FI,
CO, SD, MM, PS, QM, PP, etc. It can really simplify the work of a SAP implementation consultant.
Below, I have listed down some of the key features of SAP IMG Implementation Guide.
1. Step by Step plan for implementing the SAP modules.
2. Procedures that have to be performed before a certain configuration can be made.
3. Documenting the SAP R/3 configuration methodology alongwith the reasons for configurations.
4. It forms the crux of business Transactionactions in an SAP implementation, and how each one of the
steps in various modules have been configured.
5. Finally, all configurations and their releases for a particular SAP R/3 implementation can be checked
through the SAP IMG.
Q). what is a Transactionaction in SAP?
Answer:
In SAP, a Transactionaction denotes a group of actions in the system. A Transactionaction is used to
perform a certain set of functions in SAP. Transactionactions have menu paths defined so that it is easy
for a user to navigate in the system.
SD Questions on Corporate Structure
In R/3 you can represent a company's structure by defining and assigning corporate structure elements. What is the purpose of doing that?
Enterprise organization diagram Chart showing the organizational structure of an enterprise, its organization units and how they are related. A combined structure can be created from the point of view of accounting, MM, SD. This structure forms a framework in which all business Transactionactions can be processed.
Which three organizational elements make up a sales area and briefly explain their function?
Sales organization: An organizational unit that sells and distributes products, negotiates terms of sale, and is responsible for these Transactionactions.
Distribution channel: Channel through which salable materials or services reach customers. Typical distribution channels include wholesale, retail and direct sales. You can assign a distribution channel to one or more sales organizations.
Division: Product groups can be defined for a wide-ranging spectrum of products. For every division you can make customer-specific agreements on, for example, partial deliveries, pricing and terms of payment. Within a division you can carry out statistical analyses or set up separate marketing.
Name the three internal organizational elements within a sales organization and briefly explain their function.
Sales Office. Geographical aspects of the organization in business development and sales are defined using the term sales office. A sales office can be considered as a subsidiary.
Sales offices are assigned to sales areas. If you enter a sales order for a sales office within a certain sales area, the sales office must be assigned to that area.
Sales Group. The staff of a sales office may be subdivided into sales groups. For example, sales groups can be defined for individual divisions.
Sales person. Individual personnel master records are used to manage data about salespersons. You can assign a sales person to a sales group in the personnel master record.
What does the term "business area" refer to and how can it be used?
Business Area. The system posts costs and revenue according to the business area. The business area can be equivalent to the: - sales area (if the accounts are to be posted according to sales) - plant/division (if the accounts are to be posted according to products)
The business area is defined in Customizing for Sales.
o Business area. A unit in an enterprise, grouping product and market combinations as homogeneously as possible for the purpose of developing unified business policy.
o Financial Accounting (FI). A business area is an organizational unit within financial accounting which represents a separate area of operations or responsibilities within an organization. Financial accounting Transactionactions can be allocated to a specific business area.
Briefly explain the relationship between sales organizations and company codes.
Many to One.
What is the central organizational element in purchasing?
Purchasing Organization.
Explain the relationship between sales organizations and plants.
Many to Many.
Explain the relationship between sales organizations, plants and company codes.
Many to Many to One.
Can one business area be assigned to several company codes? Which (sub) module of SAP could make business areas obsolete?
Yes in CO .
What is a credit control area? What relationship exists between credit control areas and company codes?
Credit control area. Organizational unit in an organization that specifies and checks credit limits 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 credit control areas.
Which organizational element is central in shipping? Give a definition of it.
Shipping Point: Organizational unit at a fixed location that carries out shipping activities. A shipping point could, for example, be a company's mail department or a plant's rail depot. Each delivery is processed by only one shipping point.
Give a definition of plant (in SAP).
Organizational unit within Logistics, serving to subdivide an enterprise according to production, procurement, maintenance, and materials planning aspects.
A plant is a place where either material is produced or goods and services provided.
Classification: Business object
Structure: A plant can assume a variety of roles:
As a maintenance plant, it includes the maintenance objects that are spatially located within this plant. The maintenance tasks that are to be performed are specified within a maintenance planning plant.
As a retail or wholesale site, it makes merchandise available for distribution and sale.
As a rule, the plant is the organizational unit for material valuation.
The preferred shipping point for a plant is defined as the default shipping point, which depends on the shipping condition and the loading condition.
For the placement of materials in storage (stock put-away), a storage location is assigned to a plant. The storage location depends on the storage condition and the stock placement situation.
The business area that is responsible for a valuation area is determined as a function of the division. As a rule, a valuation area corresponds to a plant.
Can you assign two different sales organization to the same company code?
Yes.
To what do you assign distribution channels and divisions?
Sales Organizations.
What are the highest organizational units in SD, MM.PP,FI,CO?
SD: Sales Organizations. MM: Plant PP: Plant FI: Company Code CO: Controlling Area
Can you further subdivide a plant? If yes into what?
A plant can be subdivided into storage locations, allowing stocks of materials to be broken down according to predefined criteria (e.g., location and materials planning aspects).
A plant can be subdivided into locations and operational areas. Subdivision into locations takes geographical criteria into account, whereas subdivision into operational areas reflects responsibilities for production.
Can a sales organization sell from a plant belonging to a different company code?
Yes.
How many shipping points can you assign to a plant?
Many.
How many shipping points can you assign to a sales organization?
None.
If you have a warehouse management system active, to what would you assign the warehouse number?
Plant & Storage Location.
Q1. Explain Sales Order Cycle.
SAP SD Sales & Distribution - Sales Order Cycle
Sales Order Cycle constitutes one of the most important components of the SAP SD module. A Sales
Order is an agreement between organizations to sell products / services over a specific period of time in
certain quantities. In SAP SD, a sales order takes information from the customer master record and
material master record. The Sales Order process would look like
Quotation >> Sales Order >> Delivery >> Invoice
SAP offers some unique feature with sales orders. A sales order can be created with reference to a
preceding document, such as a quotation. All data from the quotation is copied into the sales order. This
data in turn gets copied to the delivery document creating a delivery note. Once the goods issue is made,
information can flow to billing. One thing I have noted is that SAP offers flexibility across modules. This
helps since master data is required to be created only once and the Transactionactional entries can
follow.
In SAP SD Sales and Distribution, one can view the list of Sales orders in two ways in the system.
Option 1: Menu Path
On the SAP Easy Access screen, from the navigation menu, choose
SAP menu >> Logistics >> Sales and distribution >> Sales >> Information Systems >> Orders >> List
of Sales Orders.
Option 2: Transactionaction Code
One can simply go to the Command Field and enter Transactionaction Code VA05. Sales orders can be
viewed in SAP by Sold to Party or by material number.
Q2). What is ATP?
Answer:
In SAP terminology, the acronym ATP stands for Available-to-Promise. ATP is the process of verifying
the available quantities of material. The ATP quantity is equal to warehouse stock plus planned receipts
(incoming stock) minus planned issues (outgoing stock). Thus the available to promise (ATP) takes into
account all movements into and out of the warehouse. The stock examined for ATP could be safety stock,
stock in Transactionfer, stock in quality inspection, or blocked stock, while the planned receipts and
planned issues of the stock associated with ATP could be purchase orders, purchase requisitions, planned
orders, production orders, reservations, dependent reservations, dependent requirements, sales
requirements, or delivery requirements. On the other hand if the business is into manufacturing
specialized stock, the Available to Promise check is done against such specilaized made to order stock.
Q3. Explain Master data.
Master data forms the basis of the Sales and Distribution processing. Each module in SAP has some
element of master data in it. One important thing to note is that the SAP SD master data will be accessed
by many other modules other than SD, such as PP, FI, and CO. Master data in SAP SD is critical since it
determines how system will behave. Master data has a profound effect on the business processes since it
forms the highest level of data.
Master data in SD is divided into three core areas:
SAP SD Organizational Data - Organizational data represents the structure of the company. Each area
within the company and business is represented in a hirerachial format. For example, a sales area is
constructed of a sales organization, a distribution channel, and a division. The "Company Code" which is
the highest form of master data is used in the finance module FI. This 'Company Code' is integrated in the
SAP SD Sales and Distribution module through the Sales Organization. If one thinks in SAP terms,
because of these linkages in the company code in SAP FI module and Sales Organization in the SAP SD
module, SAP posts a particular sales Transactionaction in the correct sales organization.
SAP SD Customer and Material Master Data - This represents the data relating to the goods and
services sold by the company. It is important beacuse one needs to know which goods and services are
sold to which parties. Similarly, the business might have a variety of partners which might need to be
tracked. Thus Customer and Material data gets represented in the System accordingly.
SAP SD Document Master Data - Any Transactionaction in SAP SD is stored in the form of a
document. Any entry has a related document number in SAP. The document master data represents all
data which is stored in a systematic way for a particular business Transactionaction.
Q4). Define a material master record in SAP?
Answer:
In SAP, a material master record contains all the necessary data required to manage a material. Material
master data includes a description of the material. Description may include things like size, weight,
dimensions etc. Further, this also includes data relating to the control function i.e. industry sector,
material type etc. All the above data can be maintained directly by the user in SAP MM. In addition to
this data can be directly maintained by the user. Further, the material master record also contains some
data which is directly maintained by the SAP system such as stock levels, which are updated on a
continuous basis.
Q5). Define a Sales Organization in SAP SD Sales and Distribution module in SAP?
Sales Organization in SAP SD Sales and Distribution module.
The menu path for defining a Sales Organization in SAP is as under:
IMG Enterprise structure >> Maintain structure >> Definition >> Sales and Distribution
In SAP SD terminology, a Sales Organization can be compared to an organizational unit that sells &
distributes goods, can negotiate terms and conditions of sale, and can carry out such related
Transactionactions.
Related to the concept of a Sales organization is Distribution channel. A distribution channel is a
channel through which materials or services reach the end users. Thus, for a Sales organization,
distribution channels that could be defined in SAP can include wholesale, retail, and direct sales.
SAP SD allows a user to define and assign a distribution channel to one or more sales organizations.
Thus, a customer can be delivered goods from a variety of distribution channels that have been defined. A
user can view master record by different sales organization and by different distribution channel. This
enables a user to view data according to his needs.
I was discussing the concept of Sales areas and sales documents with one of my colleagues. He wanted
to understand the concept of assigning Sales areas to Sales Documents. Generally, when someone
comes up to me with a query like this, the first thing I do is start the demo version of SAP loaded on my
laptop. The demo version which I have is IDES SAP. It is always better to have the live system in front of
you when one is explaining technical details.
SAP SD provides the facility of assigning sales documents to specific sales areas. For example, a
different sales document might be used depending upon the sales order. For example, there might be two
different sales documents used for sales orders one for domestic sales other for exports.
This can be configured in SAP through the following menu path:
IMG >> Sales and distribution >> Sales >> Sales documents >> Sales document header >> Assign
sales area to sales document types.
Alternatively, same can be configured through Transactionaction Code OVAZ. Referencing Sales
Organizations, as well as distribution channels can also be assigned. An easy way to understand the
concept is to note that the referencing done is only used by the system to determine which sales
documents are permitted for which sales areas.
Big4guy Tip: While configuring, in case you require all sales documents for all sales areas, simply leave
the assignment field blank.
Q6). In the SD module, what are the three levels of a sales document?
Answer:
In SAP SD, each sales document has three main levels and each level is represented by a table that holds
the data for that level. The data for the header level of the sales document is stored in table VBAK. Data
for the item level is stored in table VBAP, and data for the schedule line level is stored in table VBEP.
Thus, for a sales document, diiferent levels of data are stored at various levels.
Sales Order
What are the steps to create a sales order?
To create a standard sales order, proceed as follows:
In the initial screen, choose Logistics - Sales and distribution - Sales. Choose Order - Create (VA01).
Enter the order type and, if necessary, the organizational data.
The values for sales organization, for distribution channel and the division are usually proposed from user-defined parameters. Entries for the sales office and the sales group are optional.
The sales areas (sales organization, distribution channel, division) are derived from the sold-to or ship-to parties. This means that you do not have to enter the sales area when you create a sales document.
If you do not specify a sales area in the initial screen, the system uses the sold-to or ship-to parties, which you entered in the overview screen, to derive the sales area.
If there are several sales areas for that particular sold-to or ship-to party, you can choose the right sales area in the following dialog box.
The system then copies the selected sales area into the entry screen. Choose Enter.
Enter the following data:
- Sold-to party or ship-to party If you only enter a ship-to party, the system uses this to determine the sold-to party and if necessary, the sales area. If there are several sold-to parties or sales areas for one ship-to party, a dialog box appears where you can choose the one you require.
An error message appears in the status bar to inform you if the system is not able to determine a sold-to party. If you enter a sold-to party that is also a unique ship-to party, the system automatically copies it as such and informs you in the status bar.
- Customer purchase order number - Material numbers - Order quantities for the materials - Choose Enter.
If, for example, you defined several unloading points or several ship-to parties in the customer master record of the sold-to party, the system displays the alternatives in a dialog box. The system can display alternatives for any or all of the following data: –
- Unloading point - Ship-to party - Payer - Bill-to party
Select the valid data from these proposals by positioning the cursor on the line and choosing Choose.
As soon as you have selected this data, the material data that you have entered is displayed.
If the system carries out an availability check and finds that there is insufficient stock for an order item to be delivered on the requested date, it displays a screen on which you can choose between several delivery proposals. You can find more information about this in Reactions to the Availability Check in Sales Documents. If you want to enter further data for the header or items, choose the corresponding menu entry. If you want to change data for the items, select the items before you choose a menu entry. Enter all necessary data.
Duplicate customer purchase order
If you are facing a problem with duplicate customer purchase order as your company does not allowed a same customer purchase order with the same sales order type.
You can activated the check for duplicate purchase order with "VOV8".
In the General Control Section, look for the field Check Purchase Order No and put in "A".
Default First Date is not Today
When end user created a new sales order with VA01, default First Date wasn't today, why?
Note: 1. Before today, default First Date was always today. 2. Nobody change system configuration.
Although you mention that nobody change the system configuration, it is very unlikely that the system will mis-behaved after one day.
Usually, after checking, you will find that someone have actually change the configuration as it could not be a software bug since you have been using it for quite sometime without any problems.
The date is control by each Sales Order Type for each Sales Document type whether is it a - OR - Standard Order, - RE - Returns etc.
Verify the Sales order type configuration with the following path:
IMG: Sales and Distribution --> Sales --> Sales Docs --> Sales Doc Hdr --> Define Sales Doc Types (Transactionaction vov8) will let you control this by sales document type.
There is one field (Lead time in days) which "specify the number of days after the current date that the proposal for the requested delivery date in the sales document should be".
This should be blank if you want the system to propose current day for delivery date.
Sales Order Confirm Quantity Date
SAP SD User Ticket: Confirm quantity date is next day. I have created a sales order for 6 Tons.I have a stock of 10 Tons which is not reserved for any Sales order. I mean it is unrestricted stock. After creating sales order system should show as Doc date for confirming quantity for dispatch but it is showing the next day in the schedule line. What could be the reason?
The reason could be there should be processing times configured in the system like..pick/pack times, Transactionit time. Please check the shipping point and also the route for different lead times.
The other possibility could be holidays.
First check what the requested delivery date you have put in the order. Next check the lead times, for that you can go to the schedule line of the item and click on the Procurement tab.
Check in OVLZ ---> In Pick/pack time wrkdys, any value is maintained there. For example, if 5 is given in this field, even if stock is available on the same day of order creation, system will allow to do PGI only after 5 days from the date of order created.
Also go to VOV8, select your sale order type and check the Field "Lead Time in Days".
I'm using service material in my sales order and I need the schedule line to confirm the quantity always in the actual day (not depending on the delivery date).
T. Code: VOV8
Select your Sales Doc. type and Double-Click.
In Tab: Shipping,
Check Box: Immediate Delivery (press F1 to read more about this functionality).
Note: There are few more settings that you may check:
1. T. Code: OVLZ
Field: Pick/pack time wrkdys whether you have maintained any value. It should have been blank
2. T. Code: VOV8
Check how many days mentioned in Lead time in Days. If it is mentioned any days, remove it.
3. T. Code: OVZ9
Checked the Box: Check without RLT .
4. Check in material master MRP2 view how many days are maintained for the fields In-House production and GR Processing Time.
Auto proposed all the dates when creating Sales Order
How can I make the system auto create all the Sales Order date during creation?
Each Sales Order can have different date proposal settings.
Follows this step to set the default Sales Order Type proposal date:
- Goto VOV8, double click on sales order type.
- Look and tick the fields Propose delivery date and Propose PO date.
After making the necessary IMG changes, you need to input the Delivery Plant field for each Materials that you want the system to propose the default date.
To change the Materials field Delivery Plant:
Goto MM02, Select the View Sales: Sales Org. Data 1 and fill in the Delivery Plant.
Testing:
Now, try creating a new sales order for the material and SAP will auto proposed all the dates in the sales order.
Sales Order Mass Change
I am a SAP SD consultant and recently faced with two new terms, mass order change and ALV , I also need to know about the Transactionaction code.
There is Transactionaction MASS which can be used to carry out mass changes in the sales order and other objects.
Mass Maintenance: (Use to change multiple fields in multiple documents at the same time). I have done mass change for customers; and orders should work the same way too.
1) Try t-code [MASS] and select sales orders & execute
2) Choose the table or tables for your selection criteria and also for fields you want to change. Then execute. (suppose your selection criteria fields are from "sales order header data" table and the field you want to change, is in "item data" table)
3) Put in the sales documents(21000000, 21000001) you want to change and also the items(10) you want to change. - click on " choose selection fields" button - From the Pool, move the fields you want to the "select fields" using arrows.
4)From mass maintenace menu, click on "Enter new field values" -click on "sales order item data" tab and choose the field you want to change. (for example. I want to change plant for item 10) -enter the new value (of the plant to be) -click on "Adopt" and execute
5)In "sales order item data" tab, you see the new value of the plant you entered at the top and the old values of item 10 are below. -click on "change field values" button. you see all the old values are changed to new values. -save Note: it will take some time depending on how many records you have. Check: Go to [SM37] and see the status of the job you are running and once finished, export the spool file to a spreadsheet. Before you do mass maintenance, go to the particular table in [se16] and get the results. Then do the mass maintenance and compare the results with this one. If they match, then you are good to go.
Note: If you have any user exits that affect the results, ask them to deactivate the MODCHECKS still you are done with mass maintenance & activate them again.
Is there a way to change the billing date on a ton of sales orders with same old billing date to a same new billing date?
This can be done using the mass Transactionaction: Transactionaction: MASS Object Type: BUS2032 Tables: SD Document: Business item data Sel Field: Billing Date (MASSSDHE and MASSSDPO) - Or you can just select by document numbers (May be more efficient) Execute - List will be provide for changes
Sel Chg Fld: Billing Date Set new billing date value in the New Values field Click on lower billing date column Click on Carry out a Mass Change button Click on Save button
Suggestion is to test this on a few orders in your development system to get a feel on how this works before applying this to any production data. MASS is a very powerful tool.
I have 100000 sales orders whith an incorrect price and I would like to do a massive condition update with pricing type "B" (Carry out new pricing). Is there a Transactionaction or program for this?
Go to VA05 execute the report. Select all sales orders you want to update the price, Go to the Menu EDIT --> MASS Change ---> New Pricing. System will display all the re-pricing options. Select B. It will re-price all the sales orders.
You can try for one or two order initially check the results and if it is OK, then you can do for others.
Release strategy for Sales order
Is it possible to have release strategy for sales order?
As such SAP standard does not provide release strategy for sales orders similar to purchase orders. However this requirement of your can be satisfied through authorisation profiles; what I mean to say is that the sale order to be kept incomplete by the person who does not have the required authorisation & the person with proper authorisation will complete it for further processing. This is only one way of meeting your requirement.
In order to emulate a release strategy similar to purchase orders you can use the status profile in sales documents (BS02). IMG-Sales and distribution-Sales-Sales documents-Define and assign status profile.
Define whether the Material can be used at which Sales and Distribution process
Here you define how the system responds when entering a sales and distribution document with this material in the differenet Sales and Distribution Process Flow..
You can use the material status, for example, to prevent orders from being entered for parts to be discontinued.
OR
To temporary block the creation of Sales Order for a certain materials.
Set the material status parameters in Transactionaction SM30, Table Views V_TVMS.
Click Maintain and double click into the Materials Status code.
You can set three types of reponse for each Sales and Distribution process :-
1. no dialog
2. warning when entering the document
3. error message (that is, the sales and distribution document cannot be entered on the basis of the material status)
Assign a Cost Center manually in a Sales Order (VBAK-KOSTL)
The Cost Center Determination settings is in OVF3 - but there are some cases where the Cost Center must be exceptionally changed.
If the document category for order type in IMG VOV8 is defined to be "I" which belong to order type FD - Deliv.Free of Charge, then the field cost center is active for input during Transactionaction VA01.
Alternatively, you can specify an order reason and assign a cost center to an order reason.
However the standard SAP works only at the header level though, so it would not work if cost center is needed on the line item.
The cost center are assign for such business Transactionactions as :
- Free deliveries - Returns - Deliveries of advertising materials
You can also make cost center allocation dependent on the order reason, for example:
Order reason: Damage in Transactionit Order reason: Free sample
Both the IMG settings are done in Transactionaction OVF3, either with/without the order reason.
Sales and Distribution - Transactionfer of Requirements
The MRP department is informed about the quantities and deadlines by which incoming orders should be delivered. The system checks the availability of the goods based on the requested delivery date of the customer and creates MRP records which contain all necessary information for passing on to planning. It ensures that the goods are available in time for the delivery. Materials planning Transactionfers the reported requirements and creates orders or purchase requisitions from them etc.
For controlling Transactionfer of requirements, you have to carry out the following steps:
1. Each requirement type has to be allocated to one requirement class only.2. The Transactionfer of requirements must be switched on at requirements class level, the sales documents at schedule line level.3. You must define a check group. It is possible to have this check group proposed for the initial creation of a material master record.4. Note that a plant must exist for Transactionfer of requirements to be carried out at document item level.
OVZG - Requirement class
It specifies the following points:
- whether an availability check and a Transactionfer of requirements is carried out for a Transactionaction (for sales documents, fine tuning using the schedule line category is possible),- whether the requirements are relevant for MRP,- the allocation indicator from the sales view which controls the settlement of customer requirements with requirements - whether an item is to be settled to an auxiliary account assignment,- the settlement profile,- the results analysis key.
(Use Transactionaction SM30 for V_* configuration)OVZH - Requirements typeV_TVEPZ_V - Assignment of requirement type to TransactionactionV_TVEP_V - Schedule line category OVZ2 - Define Checking GroupV_TMVFU - Define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record.
Explain Transactionfer of requirement? How it works and how to configure?
It specifies the following points:
1. Whether an availability check and a Transactionfer of requirements is carried out for a Transactionaction (for sales documents, fine tuning using the schedule line category is possible),
2. Whether the requirements are relevant for MRP,
3. The allocation indicator from the sales view which controls the settlement of customer requirements with requirements,
4. Whether an item is to be settled to an auxiliary account assignment,
5. The settlement profile,
6. The results analysis key.
When a sales order is raised, then the system check for availability of goods. If the availability of goods is not there, then the system creates a TOR for the supply of goods to PP. Then PP can do procure or produce the goods. This can be configured by creating requirement class and requirement type and in the corresponding schedule line category requirement had to be checked. The MRP department is informed about the quantities and deadlines by which incoming orders should be delivered. The system checks the availability of the goods based on the requested delivery date of the customer and creates MRP records which contain all necessary information for passing on to planning. It ensures that the goods are available in time for the delivery.
Materials planning Transactionfers the reported requirements and creates orders or purchase requisitions from them etc.
The following sections on the Transactionfer of requirements describe how to control the Transactionfer of requirements.
The Transactionfer of requirements is basically dependent upon the following factors:
- requirements type
- requirement class
- check group
- schedule line category
The Transactionfer of requirements is controlled globally using the requirements class which is derived from the requirements type for all sales document types.
For the sales document types, fine tuning is also possible at schedule line level. This fine tuning is described in the section "Defining the procedure for each schedule line category".
Note that the requirements classes are also used in production so you should coordinate any changes to the requirements classes with production. The requirements type and, eventually, requirements class are determined in the strategy group so all changes made there should also be coordinated with production. For performing Transactionfer of requirements, you have to carry out the following steps:
1. Each requirement type has to be allocated to one requirement class only.
2. The Transactionfer of requirements must be switched on at requirements class level, the sales documents at schedule line level.
3. You must define a check group. It is possible to have this check group proposed for the initial creation of a material master record.
4. Note that a plant must exist for Transactionfer of requirements to be carried out at document item level.
Requirements Transactionferred to planning are further processed in the module MM. You must, therefore, coordinate the Transactionfer of requirements with the module MM.
Define Tax Determination Rules
You specify the valid tax types in Transactionaction OVK1. More than one tax type can be defined for a country by defining the sequence.
The SAP System determines the taxes automatically within pricing.
In the standard SAP R/3 System, the elements of tax calculation are predefined (for example, tax condition type "MWST" for taxes on sales and purchases).
Assign the plant for Tax Determination in OX10, using the country key, the SAP System recognizes which tax type is valid for a plant and thus which taxes are relevant when creating an SD document.
Define the Customer Taxes in OVK3, you will maintain the tax code in Customer Master.
Define the Material Taxes in OVK4, which will then be maintain in Material Master.
For example :- MWST GST 0 Tax Exempt MWST GST 1 Liable for Taxes
In this example, if both the Customer Master and Material Master Tax code is 1, Tax will be included when you create the Sales Order.
Tax Code in Customer Master / Sales Order
How can we maintain the Tax Code (Tax code - which we maintain in MWST Condtion Records) in Customer Master or in Sales Order?
There are few points which I would like to remind you:
1) MWST is a tax condition which is applied to customer to whom we are selling. The rate of tax is depend on various parameteres, whether is fully liable for tax or expemted (in case of Defence Customer)
2) There are few parameteres which we apply tax condition. Whether customer is tax liable? Whether material is tax exempted?
For example, if you are selling a goods which are free for tax to any customer, put the Tax Indicator (at MMR as '0'). If your material is tax liable pur the Tax Indicator (at MMR as 1). If your customer is not liable for tax at all (like the case of Indian Defence organisations) put the Tax Indicator (at CMR as 0) or 1 in case fully tax liable.
3) Now, at VK11 you need to mainatain your pricning conditions with all the combinations like:
1 0 1 1 0 1 0 0
4) While maintaining your Material Master Records or Cusotmer Master Records, you must identify, which are tax liable and which are tax exempeted.
5) In anycase, as a SAP standard Best Practises, while processing a sales order, you must retrieve a Tax condition record from SAP database only and not entered Manually. Accordingly, at V/06, the MWST condition Defintions, the field for 'Manual Entries', it would be marked as - D (Not possible to process Manually).
Due to this setting, normally, you cannot maintain Condition tax code during sales order processing. And in Cusotmer Master, you can only maintain Tax Indicator and not Tax Code.
6) In case your client insists for Manual entry of Tax code during Sales Order processing, you can change the field at point 5) above to C-Manual entry is priority instead of D.
Taxation Explain with an example
I'm assuming that, the country is India and based on its requirement:
Sales tax is a state government revenue. There are two types of sales taxes, Local sales tax & central sales tax. Local sales tax is intra state whereas CST is inter state.
Example of LST : Point of sale i.e. delivering plant & ship to party are within the same state. The rates are defined by the respective state governments.
Example of CST : The Delivering plant & Ship to party geographic locations are 2 different states. At the point of sales from one state, the ST goes to that state govt. & consignment is despatched to the Ship to party. Once that consignment is received at the ship to party state, sales tax will be levied once the sales is registered there. For this case, the LST that is applicable by the Ship to party further will not be applicable in all probability to be captured in SAP.
Stock Transactionfer : This does not attract any sales tax. The consignment is Transactionferred from one D plant to another D plant irrespective of inter/intra state sales. The invoice that is accompanied with the consignment thus shall not have any final value. It's a zero value invoice, but the basic prices needed to be mentioned.
The selling organisations normally needs to register with the sales tax authority of the respective state to have a warehouse or D plant to avoid the double taxation for their dealers/distributors.
Now, the pricing procedure that is there in 4.7 is Factory sale with formula-JFACT, in which the CST condition type is JIN1 & the LST is probably JIN2. There may be surcharge cond types as well which will calculate the amount on either JIN1 or JIN2.
2. The tax rates are normally driven from the Tax classification of Customer & Material access. To do this config, S&D >Basic fn. > Taxes. You need to include the condition type for country IN in 'Define tax determin rule'.
3. Same path : But go to Tax relevancy of master records where you configure the condition type & options of rates that will flow to these masters. One needs to understand here properly as u need to have unique combinations for picking the sales tax rates. I will try to demonstrate the smallest example. Let's say, the LST rates are 2%,4% & 0%. I will have two options for material master here. 1 for taxable & 2 for not taxable.
For customer master, I will have 1-LST 2%, 2-LST4% & 3-LST0%. When I create master records for LST thru VK11 for JIN2, I will chose the access where the combinations of customer & material tax classifications are available. If this access does not exist create it under an access sequence. But normally this is standard. The condition records will look like, Cust-Tax classi. Material tax claasi. Rate Tax code 1 1 2% A1 2 1 4% A1 3 1 0% A1
Remember, rates are flown from the tax codes. Tax codes can be created thru T code FTXP. This is normally a FI job.
SAP SD: Scheduling Agreement Vs Contract
A schedule agreement contains details of a delivery schedule but a contract just contains quantity and price information and no details of specific delivery dates
What's the difference between schedulling agreement with normal order? What's the condition for us to choose schedule line or order?
Both of them contains schedule line, price, quantity.
There are a couple major differences:
(1) - Schedule agreements allow you to have 2 different sets of schedule lines (VBEP-ABART). Standard SAP you should have two sets of tabs - of schedule lines. One Forecast & the other JIT. Forecast forwards the schedule lines to planning (seen in MD04) and JIT passes them to shipping (VL10). They can be identical or different. Typically these are used for component supplier customers (namely Automotive). The customer will provide you 4-10 weekly buckets (usually a Monday date) of future forecast quantities. Also send you 1-2 weeks of individual FIRM ship dates - which are entered on the JIT. It comes down to the customer not knowing exactly what they need next week, but they don't want to surprise you with a large order qty, where your lead times are 5+ days. The forecasted quantities they sent last week should account for this.
(2) Cumulative Quantities are tracked and influence how the schedule agreement passes requirements to both forecasting and shipping. These quantities are sometimes requested by the customer on ASNs. Cumulative quantities reset at year end unless you've got a customer calendar or you've modified standard SAP user exits to not reset.
Schedule agreements are very nice when the customer sends EDI data (830s = forecast or 862s = JITs). Outside of that they can really cause trouble regarding daily maintenance, missing requirements, cum qty corrections, year end processing, etc. One alternative would be to use customer independent requirements - entering the weekly, monthly forecasting quantities and entering standard sales orders (with or without multiple schedule lines) to represent the true firm quantities.
How to do rebate processing
Rebates Processes in SAP is divided into three components 1) Configuring Rebates 2) Setting Up Rebates 3) Managing rebate agreeeements and payments
Pre-requisites- Check the following: 1.The payer partner needs to have the rebate field checked in the customer master on the sales area-billing doc tab. 2.The Billing type must be marked as relevant for rebates. 3. The Sales Organization must be marked as relevant for rebates.
Condition Technique: Rebates, use the condition technique, but distinguish themselves from pricing in applying to Transactionactions over time, versus on a Transactionaction basis. Rebates have their wn field catalog and their own condition table naming convention. So you could have two condition table "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using Transactionaction SE 16..
Use creates access sequence (AS). Enter 1 in field category for rebate specific. AS after going thru the right path of maintaining access sequence for rebates.
The big difference between the rebate and the pricing access sequence is that there is no exclusion flag available for rebate related AS. This means multiple tables for an access sequence can be applied at the same time. Rebate related condition types are identified by condition class -C.
After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill.
The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u want to see reabtes at order time.
Now payment of rebates: Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period.
These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created Customer account/ is debited and Accrual provision account is credited.
Also, please note that when rebates are created without dependent ona material but on customer/material you need to refer to a material for settlement.
However, can somebody explain it as I have problem in understanding the link.
What exactly do you wish to know in Rebates? The total outline of the Rebate process or each and every step in the SAP system?
First of all rebates are more or less discounts which are offered to customers. The rebates are based on the volume of the business the customer does with you within a specified time. for eg if the customer agrees for Rs.1 Crore worth of business with u in 1 year, then you activate your rebate porocess. if at the end of the year the customer DOES achieve the target u offer him say 2/3/4 % whatever is decided. The rebates are passed on to the customer in the form of Credit notes.
The rebate can be given to the customer at one time or in installments also.
Rebate Process with Ref. to SO
If I need to make a rebate for a customer what is the process involved.
I am providing some info on rebates which I know.
Rebate agreemnts is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreeements specifying the rebate rate + the accrual rates.condition records specify the rebate rate and the accrual rates.
Consider an example..
You decided to give a rebate of 3% to a customer whose sales vol is $1000 for a particular SO Then the rebate value is $30..
Now when you make the rebate settlement by doing the Credit memo and you decide to pay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer
Procedure: Rebate agreement: Transactionaction code: VB01 When you go to VB01, choose agreement type 0002 and then in conditions give Material rebate 1 20 20 30
Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6
Now check VB03 and see rebate agreement it will say Accruals 120 and payments 0 since your rebate is not settled still.
Rebate settlement Go to VB02 enter ur sales deal no, and change the agreement status to B then enter Shift+F12 and enter the amount to be paid for example u say $80
Then check in rebate payments rebate doc and partial settlement since you have not paid in full.
View the credit memo request Remove the Billing block Go to VA01 and put order type G2 ,,,go to create with ref and enter ur Sales order no. save the doc now...
Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting
This is an example how a rebate will be processed with ref to a SO with an example.
How to do a rebate agreement for a specific customers with settings details?
1. Create a condition by copying a a standard condition like BO03 in V/06 2. Assign this condition in the std pricing procedure with acct key as ERB and accural key as ERU - V/08
3.Create a Rebate Agreement in VBO1 (It is O = Owl and not zero). No will be generated choose 003 - Customer rebates, enter the customer code, the validity and check for the status field be in Open, click on the conditions enter the percentage and accrual amount. You also can have scales in this. Also you need to maintain the material for the settlement 4. Create a sales order for that customer and check the rebate agreement. 5. You can see the rebate condition in the invoice only. 6. Once you have posted the invoices, then go to rebate agreement no. click on verification and it will show the order details. 7. For settlement change the status of the rebate to B - release for the settlement. 8. Credit memo request will b generated copy the no. and go to VA02, remove the blocks if any and create an invoice (credit memo).this will show u the accrual amount. 9. In both the invoice and the credit memo check the posting - accounting document it will show u the accrual as negative. 10. Again go to rebate aggreement and check the status it will show you D - Final settlement of agreement already carried out
Consignment Sales Process in SAP
The consignment process in SAP standard consists of four small processes:
Consignments fill up (send materials to customer consignment). Here you have a consignment fill up order and a consignment fill up delivery.
Consignment issue (issue materials from customer consignment to the customer). Here you have a consignment issue order, consignment issue delivery and a consignment issue invoice. (the flow is very similar to a normal OR flow, but the materials are issued from the consignment stock instead of plant stock unrestricted).
Consignment return (return materials from customer ownership to customer consignment). Here you have a consignment return order, consignment return delivery and a consignment return invoice. (the flow is very similar to a normal RE flow, but the materials are returned to the consignment stock instead of plant stock returns).
Consignment pickup (pickup consignment stock and move it to plant stock). Here you have a consignment pickup order and a consignment pickup delivery.
Note that in consignment fill up and consignment pickup there are no invoices since there is no change of ownership for the materials.
How to perform a consignment order?
In consignment orders you are allowing the stock to sit in your customer location. Once he informs that he used the stock you will invoice him. If he returns the stock you will accept the stock to take it back.
It is defined in 4 steps.
1. Consignment fill up: Sales document type is KB Item category KBN shedule line category E1
In this step, you are not invoicing the customer. document flow is sales order ---- delivery item category. It will not be relevent for billing and pricing because you are not charging money for these goods in this step.
In schedule line category, you will set movement type 631 & set for availability check and TOR.
2. Consignment Issue. Once the customer informed you that he used all the goods or partial goods then you will create consignment issue for used goods.
Sales document: KE Item category: KEN shedule line category: C0 or C1
Here you are invoicing the customer (because he used the goods). You are assigning the delivery documnt and billing document to the sales document.
In item category, you are setting relevant for billing, pricing, special stock.
In schedule line category, your setting is 633 movement types, relevant for availability check & TOR.
3. Consignment Return: Customer found that some goods are damaged or he not able to sold the goods he want to send it back. That you are creating this document.
You will assign delivery document and billing to sales document. you will create return order, return delivery, return billing. Your setting item category relevent for billing, returns, pricing, special stock. Your setting schedule line item category: 634 movement type, NO availability NO TOR.
4. Consignment Pick up: Even if you create the consignment return the goods are not come to direct to your plant. For that you need to create consignment pick up. here the owner ship is not changing so you do not need to create billing. Assign retrun delivery to sales document type.
Sales document: KA Item category: KAN schedule line category: F0 & F1
Your setting item category relevent for returns. any shedule line category relevent for 632 movement type, MRP, availability check, delivery.
Now you check your plant stock. Stock will increase.
Issue free goods to selected Customers
Client wants to issue free goods to selected customers after the said customer buys a specified quantity of a good during the festive season starting 02 December to mid January. for example customer A buys 34 cartons of Corn Ice-cream, we offer him 12 free corns. this should then reflect as cost in our accounts. the rest of the system is already up and running and should not be inconvinienced. How do I set it up?
1.Run Transaction. VBN2 to first create master record for free goods as follows:
Enter following information in selection screen: - Free goods type: NA00 - Sales org, distribution channel, customer # and execute.
Now in next screen create the record as follows: - First select the exclusive button and verify that you are in exclusive view. (that is if you want exclusive) - Material#, Min qty - Say 34 cartons. (check in what units you want to manage) From: 34 cartons unit of measure: Free goods: 12 Pcs Unit of measure: Pcs Calcualtion type: 1 or try the other options Deliver control: Blank or any of the other options suitable to you.
Now save and exit.
Now run VA01 for 34 cartons and press enter. The system will automatically propose the free goods
item at no additional charge. Try higher order quantities and see if the free goods qty are scaling up.
If not adjust the calculation parameters in the master record screen
It should be Transactionaction VBN1. Sorry for the error. VBN2 is to change the record. VBN1 creates it.
If you want to give free goods to some of the customers than
1. create a customer group say 99 for FREE GOODS
In Free Goods Menu: 2. add a feild catalog for CUSTOMER GROUP 3. create a condition table (free goods) say 555 only for customer group 4. create a sequence say FREE with condition table 555 5. create a condition type say FREE with 6. maintain pricing procedure say ZFREE with condition type FREE
Now assign: 7. Active Free goods Determination or Assign with your sales organisation this procedure ZFREE 8. Create free goods determination with Transactionaction code /nvbn1 for FREE with Key Csuomer Group
99 for exclusive
Give customer Group say 99 and from 34 to 34 free 12
Supressing Fields in Sale Order
To make optional / mandatory you can use in IMG - S&D-> Basic > Functions-> Log of incomplete Procedures => select the fields > from the tables and the system will check for them (OVA2/VUA2)
To make a filed entry enabled or grey (non-entry allowed):
User exits in the program MV45AFZZ-USEREXIT_FIELD_MODIFICATION
This user exit can be used to modify the attributes of the screen fields.
To do this, the screen fields are allocated to so-called modification groups 1 - 4 and can be edited together during a modification in ABAP.
If a field has no field name, it cannot be allocated to a group. The usage of the field groups (modification group 1-4) is as follows:
Modification group 1: Automatic modification with Transactionaction MFAW
Modification group 2: It contains 'LOO' for step loop fields
Modification group 3: For modifications which depend on check tables or on other fixed information
Modification group 4: is not used The FORM routine is called up for every field of a screen. If you require changes to be made, you must make them in this user exit. This FORM routine is called up by the module FELDAUSWAHL.
Actually suppressing fielding sales orders userwise is quite easy. We are doing it in our company. For this we use userexit FORM USEREXIT_FIELD_MODIFICATION in MV45AFZZ.
Below is the sample code
IF SCREEN-NAME = 'VBKD-ABSSC'.
AUTHORITY-CHECK OBJECT 'ZMV45AFZZ' ID 'SCRFNAME' FIELD SCREEN-NAME.
You place the authority check object in authorization profile in the role of the users, who should have access to the field (in this case it is VBKD-ABSSC), and there assign the corresponding fields that are to be
Batch Determination
On batch determination, the whole process, how it is determined automatically in the order.
A1) Normally we use batch determination at delivery level, because at the time of order material may or may not be created. for this material should be configured with batch and batch determination should be checked in sales views of material.
A2) Batch Determination during order Creation. For this you need to maintain a Classes d for you Material. Depending on the Manufacturing process you can define the characteristics for your material.
Ex: Purity for Medicines, Resistance for Electric Items.
You need to create a class (You might have to create a new class type) which incorporates the characteristic.
First Create the Characteristic Using Ct04 and then using Cl02 create the Class including this characteristic.
Then in your material master Classification View Enter this class.
Then Create a Batch for the particular plant and Stor Loc using MSC1N.Give the value of the characteristics in this batch.
Then go to SPRO ->Logistics General ->Batch Management and maintain the Condition Technique (Procedure, Strategy Types and assignment to sales docs etc).
Then Create the Batch Determination Record using VCH1.
Difference between Item Proposal and Material Determination
What is the difference between the item proposal and material determination product proposal?
Item proposal and product proposal are the same.
Item proposal is the list of materials and order quantities that can be copied into the sales order from the customer master data.
We use VA51 to create the item proposal. Here we get a number.This number is then linked to the customer master data in the sales view. This is very commonly used. Material determination is very closely related to item proposal /product proposal and is used to swap one material for another in the sales order using the condition technique. I have not seen Material determination procedures used in the projects I have worked. Item Proposal or Product proposal:
"Item proposal is same as product proposal & SAP uses the two terms interchangeably.
"An item proposal is a list of materials and order quantities that can be copied into the sales order. Items can also be selected from a list and copied into a sales order."
1) Use Transactionaction [VOV8] to configure the document type ("MS" for product proposal). 2) Use Transactionaction [VA51] to create a proposal. 3) Enter the item proposal on the sales area data (sales tab) of the customer master record. 4) In [VA01] to create a sales order, Select Edit & propose items." Material determination: "Material determination uses the condition technique to swap one material for another when certain conditions apply. Material determination is triggered by the material entered in the line item of the sales order.
Use Transactionaction [VB11] to create a material determination condition record. And [OV12] for configuration of material determination.
Material determination is useful when old product is becoming obsolete or a new product is released by the company at specific date."
Steps for SD Variant Configuration
Some light on Variant Configuration in Detail.
The procedure is as follows:
Create a Material - KMAT type with Item category (002) Create Charateristics in CT04 - Zbike, where in values mention the Color of the bile like Red,
Blue etc Create another characteristics in CT04 - ZPrice, where directly go the additional data tab and
maintain the table SDCOM and field VKOND (ABAP Dictionary it will ask for) Assign these two characteristics to a Class in CL01 - ZBikeclass ( Type 300) in characteristics tab
page. Then go to CU41 Configuration profile select the material and enter the description click on the
class assignment ie assign Zbikclass. Now go back to CT04 - enter Zbike -go to values- select Red- go to extras - Other Dependencies -
Select Procedure enter in front 10 write - $self.ZPrice='Red' and save
Now go back go to extras - Other Dependencies - assignments and assign relationship ( by default it will come just save)
Now select Blue- go to extras - Other Dependencies - Editor - Select Procedure enter in front of 10 write - $self.ZPrice='Blue' and save
Now go back go to extras - Other Dependencies - assignments and assign relationship ( by default it will come just save)
Now go to VK11 - Enter VA00 (Condition)(For Std RVA001 Pricing Procedure) - enter variant Red and Blue give the rates accordingly and create the sales order. *-- Shaik Zaheeruddin
Tell me about variant configaration? What are the type of questions we can expect in that?
Variant configuration is used where you have a configurable material like computer (made up of components like processor, monitor, keyboard, mouse etc). These components are called as characteristics in variant config. Again this will be having values like processor can be either P4 or P3, monitor can be 15" or 17" etc.
Based on the values selected the variant pricing will happen using the condition type VA00. Possible questions you can expect are: - What is variant configuration? - What is characteristic? - What is value? - What is class? - What is configuration profile? - What is dependency and what are the types? - What is a variant table? - And the Transactionaction codes for the above
Number Ranges In Sales Order
This is regarding number ranges defining and assigning tips which you can follow as below:
Whenever there is a new Sales Org being created, you will be required to maintain Number Ranges for Sales Documents which are allowed for your New Sales Area.
Number Ranges can be maintained Internally by the system, however it can be maintained externally also if you customize it accordingly.
In Standard SAP the Transactionaction code for Maintaiing Number ranges externally is VN01.
Defining - The same can be reached through in IMG as : Sales & Distribution-->Sales-->Sales Document Header-->Define Number Ranges for Sales Documents.
Here you provide the system a specific Number range as follows:
Number range Key +Start Number range+ End Number Range+Current Number
For Example: If you want to propose the following Number Range
*1 9000076000 9000076999 0
The Current Number field will be kept zero as you are proposing new number range and no sales documents have been created on it , Obviously..
*1 is a Unique Two digit Alphanumeric Key, while proposing your key, you should ensure that it should not be there in the system as existing.
If you propose a key that is there in the system or if the Number Range (Start and End Series) is there in the system already, the system will throw a message that Interval already already exists. So choose a key that is unique, and which is not there in the system.
Here , by making this , you are assigning a Key to a Number Range Series.
All the symbols can be used along with numbers from 0 to 9 and Alphabets from A to Z and in any order. For example: !1, ^A, BB,Z*,M2.........
Assigning - In Assigning, you assign the particular Sales Document to the Number Range you have already proposed as above.
The Assigning Part is done as follows:
The Two digit Alpha Numeric Key is maintained or Assigned to the respective Sales Document type in V0V8.
Locate the particular Sales Doc Type, and double click on it to display it configuration. Here you put the Two Digit Number key in the Field- "Number range External Assignment"
Besides this:
If a new Shipping Point is created then Delivery Number ranges are required to be maintained.
Similarly,
If a new Plant is created then Billing Number Ranges are required to be maintained.
What is Debit note and Credit note
What is Debit note and Credit note? What is the purpose? How we create?
1. A Transactionaction that reduces Amounts Receivable from a customer is a credit memo. For eg. The customer could return damaged goods. A debit memo is a Transactionaction that reduces Amounts Payable to a vendor because, you send damaged goods back to your vendor.
2. Credit memo request is a sales document used in complaints processing to request a credit memo for a customer. If the price calculated for the customer is too high, for example, because the wrong scale prices were used or a discount was forgotten, you can create a credit memo request. The credit memo request is blocked for further processing so that it can be checked. If the request is approved, you can remove the block. The system uses the credit memo request to create a credit memo. You can use credit memos in Sales and Distribution (SD) for assigning credit memo requests to the open invoices and in Financial Accounting (FI) for assigning credit memos and payments to the open invoices and carry out clearing with them. If you use both Financial Accounting (FI) and Sales and Distribution (SD), there is a 1:1 relationship between the credit memo request and the credit memo item posted in Financial Accounting (FI). As soon as you bill the credit memo request together with other sales orders, or distribute the items of one credit memo request to several billing documents, the assignment is no longer valid and the system will not process it.
For credit memos, credit memo requests, and payments, you have the following assignment options: - Assignment to a single invoice - Assignment of a partial amount to an invoice - Assignment to several invoices When you post credit memos, the payment programme processes them automatically. If the credit memo is specifically related to a particular open invoice item, the payment program automatically attempts to offset the credit memo against the open item. If it is not possible to completely offset the credit memo against an invoice, you can post a debit memo to the vendor, who is to reimburse the amount. Then you can apply a multilevel dunning program. 3. Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. If the prices calculated for the customer were too low, for example, calculated with the wrong scaled prices, you can create a debit memo request. The debit memo request can be blocked so that it can be checked. When it has been approved, you can remove the block. It is like a standard order. The system uses the debit memo request to create a debit memo. 4. As mentioned above, creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. For this first create a sales document with the order type for a credit or debit memo request. You can create the debit or credit memo requests in the following ways: – Without reference to an order – With reference to an existing order Here you enter which order the complaint refers to. – With reference to an invoice Here you enter which invoice the complaint refers to. In all cases, you specify the value or quantity that should be in the credit or debit memo 5. You can block the credit or debit memo request from being billed in Customizing. Go to Sales -> Sales Documents -> Sales document header -> Define sales document type and select the billing block field in the billing section. This request can later be reviewed along with similar ones, - if necessary, by another department. The request for a credit or debit memo can then be approved or rejected.
Use the same Invoice Script/smartform for Credit/debit memo's
INVOICE
Output type : RD00
ScriptForm Name : RVINVOICE01
Driver Program Name : RVADIN01
smartform name : LB_BIL_INVOICE
Smartform Driver Pgm: RLB_INVOICE
Configure Intercompany Stock Transactionport Order
Explain STO.
STO is Stock Transactionport order. It is used for inter company Transactionfer of goods. Plant to plant Transactionfer and even Transactionferring raw material to Third party contractors (Job Work).
The Process is you create a STO do delivery against the STO and create a Billing Document against the STO.
How to configure the inter-company Stock Transactionport Order?
Material should exist in both the plants (Delivering & Ordering),
Internal customer should be assigned to the ordering plant ( MM -> Purchasing -> Purchase Order -> Setup stock Transactionport order -> assign the internal customer to the ordering plant and assign the Sales area of the internal customer.
Explain the Inter Company Sales Process.
In SAP sales & distribution module, an intercompany sales occurs when the selling organization belongs to a different company code than the delivering plant. The Transactionaction path for accessing intercompany sales billing is:
IMG >> Sales and distribution >> Billing >> Intercompany billing
Let us take an example to understand intercompany sales better. Suppose there are two company codes namely 1000 and 2000. A customer may place an order for goods in sales organization belonging to company code 3000. However, the goods may be manufactured by a delivering plant belonging the company code 1000. A sales order is created indicating delivering plant of company code 1000. The sales organization then invoices the customer for the materials purchased. SAP R/3 automatically creates an intercompany billing document at the same time as the customer’s billing document is created. This intercompany invoice is sent from the delivering plant to the selling sales organization.
As a rule of thumb, when dealing with different company codes, one may find a need to Transfer stock between two different company codes. However, if the stock be transferred within the same company code, there is no need for an intercompany Transaction. But in case the stock is transferred between different company codes, a Transfer of value occurs and is an intercompany sale.
In inter- company sales process, no PO will raise.
While creating sales order, if the end user knows there is no stock on their plant, they request for their sister Concern Company to deliver these ordered goods to the customer directly, after delivery they will receive intercompany invoice from the delivering company code, that’s the reason you enter delivering plant while creating sales order.
Below is the inter-company check list:
Check all your settings once again for creating inter-company billing:
- Material should exist in both plants.
- Stock will be maintained in D-Plant (Delivering).
- Now Plant - R (Receiving) become the customer of Plant-D. So create a dummy customer in Plant-D's company code and sales area.
- Assign this customer number to Plant -R's details & its selling sales area.
- Maintain the intercomapny billing type (IV) in ur sales doc type (OR).
- Assign the Plant-D to selling sales org+ dbt channel.
- Maintain relevant copy controls between documents.
- Determine pricing procedure for Standard (RVAA01) as well as Intercompany (ICAA01) (Note: Dummy customer's CPP, IV doc's DPP along with Delivering plant's sales area)
- Maintain the condition records for Condition type PI01- VK11 (Note: In ICAA01, you won't find any PI01 Ctype, but you'll find IV01-, if you observe the details of IV01 C.type in V/06, it has the ref Ctype as "PI01" , through which the condition record of PI01 is shared to IV01 also..)
- Now create VA01, enter the required fields, in delivering plant -enter Plant-D, @ item level as well as @ header level, and save,
- Create Delivery VL01n, with ref to SO,
- Create Billing VF01 (with ref to DEL)--- observe bill type-F2,
- Create Billing VF01 (with ref to DEL again)--observe the bill type-IV.
Normal Sales Order Cycle Configuration
What are those initial sales order config?
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 Transactionactions, 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.
Where to maintain settings if we want to make storage location appear by default at the time of creating the sales order?
There is No storage location determination at Sales order level.Only we can enter manually.
Storage location will be determined at Delivery level only.
System does not determine storage location at sales order level. User has to indicate it at time of creating sales order. The storage location entered in the order item is copied into the outbound delivery. If no storage location for picking is specified in the order item, the system determines the storage location when it creates the outbound delivery and copies it into the delivery item. The system determines the picking location based on a MALA, RETA, MARA rule defined in the delivery type.
This functionality is not available in the standard SAP. If you want the system to check the stock at a specific storage location, the storage location has to be entered manually at item level or you have to go for development so that it will be defaulted under the specific conditions specified. You have to create a Z-table and maintain the table with data under which that specific storage location has to be determined.
A user exit has to be used so that it will default the appropriate storage location after checking the table.
Storage loction determination in Sales order is only possible via a user exit. You cannot configure storage location into sales order: you need to use user exit MV45AFZB USEREXIT_SOURCE_DETERMIN
or
You can use userexit_save_document
Userexit_save_document_prepare
or
The relevant forms to be used are:
USEREXIT_MOVE_FIELD_TO_VBAK -- to default in Header.
USEREXIT_MOVE_FIELD_TO_VBAP -- to default in item.
User exit: MV45AFZZ
---
Standard SAP can't determine storage location at sales order level. If required to give manually. But at deliver it'll determine automatic.
If sales order level by default require, then you have to use user EXIT.
What is an open sales order?
An open sales order is where the order has not been delivered (physical goods).
Open Sales order: I will explain taking an example, suppose there is an order for 100 qty and against this order, only 50 are being delivered till its delivery date . i.e. it is partially delivered. then its status will be open . Because it is not fully delivered.
You can check the open order status in VA02 in status tab. (double click on item and at item level chk the status) or check in Transactionaction VA05 all the open orders.
In SAP SD, the document flow will summarize the status of each document. In order, they are:
1. Sales order : once delivery has been created, the status of the order changes from "open" to "completed".
2. Outbound delivery : when items are picked and posted for goods issue, the status remains at "being processed"; the status becomes complete only when billing is done.
3. Billing document : when billing document is created and saved, and posted to accounting, the status of the delivery becomes "complete"; the status of billing becomes "complete" as well; an accounting document is created and the status is "not cleared".
4. Payments posting affects the status of the accounting document; hence, you look at table BSEG. once payment is posted with reference to this accounting document, the status becomes "cleared".
How can we know using data in tables whether a sales order is open or not?
Check in Transactionaction VA05 and in table the status filed will tell you the status of open order.
Table VBAP / VBAK / VBUK (header) and VBUP (item)
Which table is updated when customer pays against an invoice?
Check table VBAK / VBAP / VBRK / VBRP and VBFA you can chk the document flow.
Can you tell if a sales order can be considered open if delivery has happened but payment has not been done yet?
Yes, that sales order will be considered as complete order. not open order.
Delivery will be open against which billing is not happened.
How to close any open sales order?
Go to Transactionaction VA05, here you can see list of all Sales order open for any particular sales area.
You can either do mass maintenance to close all the open order by giving rejection reason. Or you can check one by one order & reject the pending item.
Go to VA02, input the sale order and execute. Now select the line item and assign Reason for Rejection which you will find on the right top side.
If you have not delivered any quantity, then you can delete the sales order from the tcode VA02 - Enter your doc no- in the menu bar go to sales document-then DELETE.
After entering sales order (va01) screen, system giving default sold to party. How to disable this?
This is due to activation of userexit V45A0002. You need to deactivate this. Take the help from ABAPer to find the project which is assigned to the userexit and deactivate the same.
or
Can you also check in your SU3 Parameters whether there is any entry with Parameter ID - VAU?
If some value is set for this parameter , it will be copied by default in SOLD-TO-PARTY during creation of the Sales Document (VA01)
You can remove this ID or clear the Value.
You can also check if there is any Transactionaction Variant associated with your Transactionaction in SHD0 through which the default sold-to-party can come.
Change sold to party in sales order
We have the below requirement of changing sold to party after creation of sales order:
Once sales order is created, purchase requisition is created automatically and purchase order is created with reference to the purchase requisition. So when Goods receipt is done, the respective stock is getting reserved for that sales order.
We wanted to change the sold to party option.
After creation of purchase order, sold to party option in sales order is display only.
How to make it changeable?
As long as you have not created subsequent document like delivery or invoice, you can change the sold to party in sale order either in creation mode (VA01) or in change mode (VA02). But once you created the subsequent document, you cannot change the sold to party bocz, the said field will become uneditable.
---
Effect of sold to party in sales order
What is the effect of sold to party in sales order?
Suppose we are creating the sales order with customer '11' and material 'abc', but before saving the sales order document we changed the customer and new customer is '21', so after this change which is redetermined in the sales order.
These will get redetermine
-->Tax
-->Price
-->Frieght
-->Payment terms
-->Shipping conditions
-->Partner (Ship to party, bill to party and Payer).
-->Route.
If the Sold to party is changed from 11 to 21, then the new SP (21) may be valid for some other Sales Area, may have different SH,PY &BP. So accordingly those data will change.
If different SP, then Price may vary, Shipping condition may vary. So those data may change.
As different SH may be different, then Route may be different, Plant may be different, and as Tax is mostly Plant dependent, so Tax may change.
If SP is different PY may be different, so Payment Term, Incoterm & Credit limit may be different, so those data will be changed/redetermined accordingly.
Question:
In sales order we have profit center tab in line item --> account assignment. From where does this profit center comes here? The source I mean.
Answer:
Sales order takes profit center from material master view Sales: Plant/General data.
Profit center is assigned in (material master record) MMR in sales orgn 2 view. If you assign there automatically it will trigger in the sales order. In the item data -> account assignment tab .
This profit center is used in MMR because, once you do OR- LF- F2 for that material this material value has to trigger in the profit center in FI properly.
After doing F2 and when you save a the Invoice i.e., F2, automatically an accounting document gets generated along with a profit center document also gets generated if you have assigned profit center to your MMR.
In material master, I was created profit center PBB2K for part A but it is showing different profit center when sales order created. Advise why different profit center show in sales order?
Check 0KEM for any sales order substitution for profit center.
In general, the material master profit center defaults to profit center, but at sales order you can change the profit center otherwise check 0KEM
It seems as though we have a FI setup in our system through which the Profit Center on the Sales Order is NOT defaulted from the Material master, but is showing up another value, could you please provide me the steps where I could look that up? What configuration is it from the FI side that is preventing the standard material PC to be over ridden?
Please check OKB9,
or
Simple,
It is in substitution,
Go to Transactionaction GGB1 and see under the node profit center accounting.
You will see that you can substitute the profit center in the sales order using substitution.
You can define your own here.
How can I make the Field Profit Center in the line item level of the sales order to mandatory?
You can do this by Transactionaction variant.
Goto tcode SHD0, give t code as VA01. Make a Transactionaction variant and make the fields mandatory.
or
Please include the Field Profit Center (PRCTR) in incompletion Procedure of Sales Order Item. So without Profit Center Entry Sales Order will be incomplete.
Goto T.code OVA2 copy the procedure you are now working with and add the field vbap-Prctr.
In VUP2 you can assign your new procedure to your item category.
Check Whether The Entries Is Maintain in LIS Update or Not
Path:
SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics Data Warehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group --> Assign Update Group at Header Level
Maintain following data, separately in two rows:
Sales Org: say,1234 DstCh: Division: Customer Statistic Group: + Statistics group for sales document type: 1
and
Sales Org: DstCh: Division: Customer Statistic Group: + Statistics group for sales document type: 2
SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics Data Warehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group --> Assign Update Group at Item Level
Maintain following data, separately in two rows:
Sales Org: DstCh: Division: Customer Statistic Group: + Material Statistic Group: 1 Statistics group for sales document type: 1 Statistics group for the item category: 1
and
Sales Org: DstCh:
Division: Customer Statistic Group: + Material Statistic Group: 1 Statistics group for sales document type: 2 Statistics group for the item category: 2
Note: Once, you will maintain Settings for LIS-Update, it will update onwards Transactionactions and will not update for already done Transactionactions.
3PL Purchase Order Link To Sales Order
For third party order, either you can create the material master with item category group as BANS, so the system will automatically pick TAS in the sales order for the material or you can change the item category manually to TAS in the order.
This will trigger a PR, based on the PR a PO will be generated.
Defining Item Category Group
IMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item -> Define Item category groups
Defining Item Category -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item -> Define Item Categories
Item category TAS Description 3rd party with SN CM Item type Blank Completion rule Blank Special stock Blank Relevant for billing B Billing plan type Blank Billing block Blank Pricing X Statistical value Blank Revenue recognition Blank Delimit. start date Blank Business data item X Sched. line allowed X Item relev. for delivery Blank Returns Blank Weight/Vol.- relevant X Credit active X Determine cost X Aut. batch determ. Blank Rounding permitted Blank Order qty = 1 Blank Incomplete proced. 28 PartnerDetermProced T TextDetermProcedure 01
Item cat. status group 1 Screen seq. group N Status profile Blank Create PO autom. Blank Config. strategy Blank Mat. variant action Blank ATP material variant Blank Structure scope Blank Application Blank Value contract material Blank Contract release ctrl Blank Repair procedure Blank Billing form Blank DIP profile Blank
Assigning Item Category
IMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item -> Assign Item categories
Creating Material
MM01
1. On the screen Create Material (Initial Screen) enter the material number if External.
3. Enter the relevant data and save the material. Use material group BANS in the item material group field.
Creating SD Pricing Conditions for material
VK11
Creating Vendor Master
XK01
What is the Foreign trade data required in SO for doing Exports
I am doing export sale but while creating billing document system give error that "Missing export data" hence accounting document has not created.
Trouble Shooting and Problem Solving :
Go to VF02, input the billing document and execute.
From top menu bar, click on "Goto -- Header -- Foreign Trade/Customs".
There again click on "Incompleteness analysis" which will be below to "Head.text" tab so that it will take you to the areas where you need to fill in the required datas.
Once you gave all the data and save, you can check the log as "Document complete".
Solution :
This will resolve the issue for current Invoice; but if the same error is occurring for every Invoice, maintain default values.
To get the default values for foreign trade data go to
1. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreign trade --> Define Business Transactionaction Types And Default Value -->
Define Default Business Type (SD)
In this step maintain assignments for country/sales org/dist channel / item category / and Transactionaction type combination.
2. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreign trade --> Define Procedures and Default Value --> Define procedure default
In this step maintain assignments with the combination of country/sales org/dist channel/division/exp.imp group/item category/ procedure.
Apart from the above we need to maintain Comm./imp. code no./country of origin and region of origin at material master
HINT:
Go to VTFL, select your billing type and delivery type and click on blue magnifying lens on top left so that it will take you to a screen where most probably, you would be maintaining "B" for "Determ.export data". Maintain blank field there and save. Now system will not throw incomplete error message.
Material To Be Added or Excluded To a Customer
How to setup material exclusion for customer during sales order creation?
If you want specific material to be added or excluded to a customer, you can do it in "Listing and Exclusion". Here is a small note on listing and exclusion, it may be helpful.
Material listing and exclusion: Material listing: Whatever the materials that are placed in the listing for a customer he can access to those materials only.
Maintaining records for material listing: Logistics Sales and distribution Master data Products Listing/Exclusion VB01 Create Specify the condition type for listing Select the required key combination Enter the required materials in listing and save it. Material Exclusion: Whatever the materials that are placed in exclusion for a customer he cannot access those materials. Maintaining records for material Exclusion: Logistics Sales and distribution Master data Products Listing/Exclusion VB01 Create Specify the condition type for exclusion Select the required key combination Enter the required materials in exclusion and save it. Maintaining condition technique for listing and exclusion: SPRO Sales and distribution Basic functions Listing/Exclusion Maintain condition tables for listing/exclusion Maintain access sequence for listing/exclusion Maintain listing/exclusion types Go to new entries and define condition types one each for listing, exclusion Procedure for maintaining listing/exclusion Define the procedure one each for listing and exclusion Activate listing/exclusion by sales document type Select the required sales document type and assign the procedure for listing and exclusion Note: 1. Listing type A001 2. Exclusion type B001 3. Procedure for listing A00001 4. Procedure for exclusion B00001
Sales Order Entry in the Internet | SAP SD manual
A useful supplement to normal business Transactionactions is the ability to accept purchase orders from customers over the Internet and forward them as sales orders to an R/3 System. This is true for all kinds of business, such as catalogs, where the customer knows exactly what she or he wants and is probably only interested in comparing prices and receiving the goods quickly.
Types of Internet Application Components
Consumer to Business
Advantages for your Customer:
Your customer can order at any time of night or day Your customer can enter purchase orders directly into their web server without having to make a
telephone call or send a fax Using the screen layout that you defined, your customer can enter data quickly and easily Your customer can find out quickly about the most up-to-date prices and delivery times Your customer can check the delivery status of the purchase order at any time
Advantages for you:
You can design the layout of the screen so that the customer can enter data quickly and easily You receive the sales order online, as soon as it has been entered You are able to deliver the product rapidly, thanks to the short time span between entering the
order and its arrival at your company You can react very quickly to the sales order You can ease congestion in sales order entry as peak times will be more dispersed
Prerequisites
To enter an order in the Internet, the customer has to log on with his or her SAP customer number (or email address) and an initial password that you issued. The customer can replace the initial password with their own. The system asks for the customer number and password as soon as the customer assigns a product to shopping basket. New customers can register at this point by entering their information and the system assigns them an initial password that they can change later.
Authorizations
For customers with use master data in the R/3 System and are logging on for the first time in the Internet:You can use Transactionaction SU05 to create, change and delete passwords for the customer.In order to create a unique identification for the customer, enter object category KNA1 next to the customer number.
For new customers who do not have any master data in the R/3 System and are logging on for the first time in the Internet:
The system creates a customer master record in the R/3 System with the data from the new customer. Essentially, the user just provides address data and additional information such as data for the company code and sales area are taken from a reference customer. The reference customer is obligatory and you enter it as a global customer in the R/3 System with the company code, organizational data, account group, and internal number assignment data. You store the reference customer as a parameter value for the parameter CSM in the master record for the global user.
In the VW01.SRVC service file you can use the ~customeridentification customer ID switch to decide how the customer should log on - either with the customer number or the email address. The following values are permitted:
sapnumber (standard value) The customer has to enter his or her assigned customer number to buy products
email The customer can enter his or her email address and the R/3 System then automatically finds the customer number by determining the customer master record for that address.
Material Group
Authorization group WWW must be saved for the material group that is being offered on the Internet. You can save it in the material master in Customizing by going to Logistics - General→=Logistics Basic Data: Material Master →=Material →=Define Material Groups. If you want to offer several Internet application components in the same client, you can use the user parameter VBG (in combination with the R/3 user) to control several material groups.
Preallocated Data and Parameters
All the authorizations for the Sales/Distribution object class must be maintained for the R/3 user used by the Internet application component to log on to the R/3 System via the Interaction Transactionaction Server (ITS9). You must also save certain parameters for this user. A sales order is created in your R/3 System based on the sales order that has been entered in the Internet. The sales order contains certain mandatory entries that have to be completed when it is being created.This data is taken from the default parameters for the global user master record. The parameters are as follows:
AAT (sales order type)
VKO (sales organization)
VTW (distribution channel)
SPA (division)
CSM (customer number of reference customer)
VBG (service material group)
If these parameters have not been completed, the system automatically enters the following
If you use the Internet application component for entering the status of your sales orders, the following process takes place:
1. You offer a range of products to your customer. The customer can enter the product they want in the shopping basket.
2. The system asks the customer if he or she is new or an existing customer. If the customer is new in the system, it runs the registration process to record the cusotmer data. It creates a customer master record in the R/3 System and assigns a customer number and an initial password to the customer. Company code, sales organization, division and other data are taken from a reference customer master record contained in the R/3 System. This means that the customer master record is almost complete when the customer logs on for the first time and he or she only needs to enter address data. They can change their password and address data at any time. The customer master records are created in real time so that the customer can order straight away.
3. The customer can create a quotation for the products in the shopping basket, according to the prices defined for that customer. The system then displays the total price and the delivery date for the selected prices.
4. If the customer accepts this quotation, the R/3 System creates a sales order that can be processed immediately. The system displays the sales order number which the customer uses to inquire about the status of the order. This status inquiry displays exactly where the sales order is in the processing chain, for example, if the delivery is already on the way. You can either now place the orders created on the Internet in a work list to be checked, or you can use the orders to create a work list to be processed immediately in the shipping department.
5. The customer can choose between paying by invoice or credit card. Invoices are managed in the R/3 System in the same way as normal billing documents. If the customer decides to pay by credit card, the system checks the card, and once it has been authorized, processing can continue.
Example (SD-SLS-SO Sales Order Entry)
A company produces PCs and offers them to their customers in various configurations so that the customer can choose between different memory sizes, country-specific keyboards or different casings. Once the customer has filled his or her shopping basket, the system creates a quotation with prices and delivery information specifically for that customer. If the customer accepts the quotation, he or she can then let the system generate a sales order for that quotation. The system provides the customer with a number for the order and the customer can use it to check on processing status later. For example, he or she can then find out if the products are already on their way.
What we normally check for in the Database Testing?
Database testing involves some in depth knowledge of the given application and requires more defined plan of approach to test the data. Key issues include:
1) Data Integrity
2) Data validity
3) Data manipulation and updates.
Tester must be aware of the database design concepts and implementation rules
What is the purpose of table maintenance, (I think it's for authorization purpose) what is meant by authorization?
SM30 is table maintenance
It is used for checking who changed and what changes took place in the table. or Table maintenance is for creating, adding data’s to an existing table.
What can u do in UTP?
UTP: unit test plans in this we test the task by various test case scenarios.
In scripts how to upload logo (it's saved in .bmp file) I am asking procedure?
Example by giving various input values and checking the output Use Transactionaction SE78 to import graphics to SAP.
In the form painter, you can either include directly to the form using menu Edit->Graphic->Create or using the INCLUDE statement in a window. To use an INCLUDE statement, goto into the window script editor and use menu Include->Graphic. The include can look like this for a bitmap:
/: BITMAP MY LOGO OBJECT GRAPHICS ID BMAP TYPE BMON
Or use report RSTXLDMC
You run the report RSTXLDMC, give your logo(Saved as .tif file) in the parameter and run the report. Then Go to Se71 and include the image from the text elements. For this you go to the Page windows. Press the text elements button and the include the logo(Which actually has been saved as a TEXT) using Insert->Text-Standard. Choose your LOGO.
Why u can call(r using) ssf_function_module_name in smartforms?
Calling SMARTFORMS from your ABAP program. Collecting all the table data in your program, and pass once or By using &Quot;ssf_function_module_name &Quot; the user can obtain the function module generated by the Smartform. The input parameter is the SMARTFORM name the output parameter is the function module generated .It has to be type RS38L_FNAM. After getting the output parameter. CALL FUNCTION (output parameter name). to SMARTFORMS
Q: We get a report screen: &Quot; Goods issue: Problem Log&Quot; during the delivery process when activating Post Goods Issue button. We want to include our own error message to this list if the selected batch is not on a customer defined table. What is the best way?
A: Try User exit - USEREXIT_SAVE_DOCUMENT_PREPARE
Q: Some materials have been blocked for procurement and production. Even though deletion flag is set for a material/plant level, the order can be still enteblack (with a warning message). Is there a way to block such Transactionactions for a material flagged for deletion?
A: Sales Status field in the sales organization view of the material master may be used to block any Transactionaction for the material.
Q: We can define our own exchange rate types and use them instead of the defaulted types, 'M', 'B' and 'G'. How can we overwrite default types in SD?
A: Exchange rate gets copied from the customer master.
Q. What exactly is automatic posting can you explain?
A. Automatic posting could be, posting of accounting documents to FICO once invoice is created which can also be controlled manually. Automatically determine the freight while pricing in ship doc. and post to the relevant account to fico. Usually automatic posting is posting of documents to FICO based on various account keys and account groups.
Q. How many clients we will create in land scape (like in development server, Quality server,
productionserver) if we are creating more than one in each server what is exact use of that client.
A. Client landscape: Basic layout: development -testing- production also
- Sandbox environment for trial and error
- Development environment for actually creating Transactionports (CTS)
- Global environment If you have global implementations at different client locations (eg; Canada, US, UK) (for testing purposes with actual master data as well)
- Testing environment (For regression testing purposes before moving to production, integration etc.)
- Production Environment the actual production system
The clients could be variable and could be created to a specific environment usually a development where abap, functional would mess around say:
Client 100-functinal consultants
Client 300- abapers
Client 400- other users (like super etc)
Q. How we can do invoice split depending on item category in which scenario we will use?
A. You first need to go for copying controls either from sales to billing (invoice) or delivery to billing or billing to billing use Transactionactions (vtaa,vtaf,vtla,vtfa,vtfl,vtff) all possibilities for copy controls. This basically is flow of doc to doc. (may it be sales to billing, del to bill, or bill to bill etc.) -> this is where you see the Item category and you control whether split is possible or not with the indicator&Quot; B&Quot; eg: representing split in invoice based on item category. The field here &Quot; data VBRK/VBRP&Quot; (header/item) which actually is used for splits or combining different deliveries. Create a splitting rule using VOFM (you need access key to get here). Here you define comparisons for the fields at header table and item tables and the comparison fields say SPART&Quot; division&Quot;. &Quot;purchase order &Quot;BSTKD Instance: 5 sales orders combined into 2 deliveries and the split at the invoice would be 5 individual billing with respect to fields PO and DIv. of each sales order would let you create 5 billings. You need to define the exact & Quot; field&Quot; in the comparisons both at header and item level that could lead to invoice split. The key here is the field that is different from header to item will cause split at the item level.
Q. Can any one explain how we will configure milestone billing, periodic billing and which scenario we will use?
A. Menu path: IMG->sales &distort->Billing->billing plans->define billing plan types. You set the start date and end dates if applicable to the type of billing you are using. What time
to be billed (end of month, start of month etc.) Milestone is a billing plan type where a customer is billed for the amount distributed between the dates until total value is reached eg: if the total billing amounts 1000 USD for a year. You will bill the customer in different amounts say 200, 500, 300 at different intervals as per customer agreement. On the other hand Periodic billing is billing the customer for the total amount (here 1000 USD) at regular intervals periodically until the customer agreement is reached. eg: 1000/12 for a 1 year agreement and say billed at the 1st day of every month.
Q. What are some pricing routines and sd functional specs?
A. Form routines for pricing and various other functions can be maintained form routines are something to-do with ABAP code. 1. Go to (VOFM) where all requirements which are represented by form routines can be maintained. Requirements are available to be assigned where access sequences are used (for determination procedures, here pricing). 2. Once the tcode VOFM is accessed you will see requirements and go select &Quotation; pricing&Quotation; again you need access key to create your own or copy a routine. Say you want header price not to have affect the item pricing, you need to go to the program to change abap code to meet the requirement. This specific requirement you created will be assigned in the pricing proc. determination &Quotation; reQuirements field&Quotation; Usually with a number beyond 600. Note: make sure you activate your routine for its effect to take place.
Q. What is the purpose of text determination, account determination, partner determination, output determination,storage location determination
A.(a) Text Determination: Any Texts in Material Master/Material Determination/Order/Delivery, etc is meant to convey messages to the subsequent documents for compliance. e.g. &Quot; Give Top Priority&Quot; message mentioned in Order is meant for Production Dept.
(b) Account Determination: is integration between Finance and SD. The A/P along with Account Keys needs to be allocated accordingly with combination of Account Determination Group for Customer and Material if required.
(c) Partner Determination: To identify which type of Partner it is so that if required for same Customer different Partner Functions may be required e.g Only One Sold To Party per Customer. More than One Ship to Party/ Bill to Party/ Payer possible. Accordingly different Masters will have to be created. Useful for dispatch of Material in case of Ship to Party, sending Bill in case of Bill to Party and payment follow-up/Dunning in case of Payer.
(d) Output Determination: What type of Output (Fax/Mail, etc) is required, where and in what Format (ABAP Customization may be required in some cases especially Invoices). (e) Storage Location Determination: depends on Plant, Shipping Point and Storage Conditions
Q. What are the five imp fields to be maintained in account determination
A. Account Determination: Sales View, Sales Organization, Distribution Chanel, Chart of Accounts, Account Assignment Group for Customer and Material and Account Keys.
Q. What is meant by Transactionfer of data from legacy code to sap Legacy Code?
answer1: It should be legacy data to SAP. What it means is you want to Transactionfer the entire customer and materials and all other information from Older (legacy system) to new SAP system. You can do it
Third Party Sales
Process Flow for 3rd Party Sales
Customize the third party sales in summary:
1. Create Vendor XK01
2. Create Material – Material Type as "Trading Goods". Item category group as "BANS".
3. Assign Item Category TAS to Order type that you are going to use.
4. A sale order is created and when saved a PR is generated at the background
5. With reference to SO a PO is created (ME21N). The company raises PO to the vendor.
6. Vendor delivers the goods and raises bill to company. MM receives the invoice MIRO
7. Goods receipt MIGO
8. Goods issue
9. The item cat TAS or Schedule line cat CS is not relevant for delivery which is evident from the config and, therefore, there is no delivery process attached in the whole process of Third party sales.
10. Billing
SD - 3rd party sales order Create Sales Order VA01 Order Type Sales org, distr chnl, div Enter Sold to PO # Material Quantity
Enter Save
SD - 3rd party sales order View the PR that is created with a third party sales order VA01 Order Number Goto Item Overview Item ->Schedule Item
SD - 3rd party sales order View the PR that is created ME52N Key in the PR number Save
SD - 3rd party sales order Assign the PR to the vendor and create PO ME57 Key in the PR number Toggle the "Assigned Purchase Requisition" Execute Check the box next to the material Assign Automatically button Click on "Assignments" button Click on "Process assignment" The "Process Assignment Create PO" box , enter Drag the PR and drop in the shopping basket Save
SD - 3rd party sales order Receive Goods MIGO_GR PO Number DN Number Batch tab , click on classification Serial Numbers tab Date of Production Flag Item OK Check, just in case Post Save
SD - 3rd party sales order Create Invoice MIRO Invoice Date Look for the PO , state the vendor and the Material Check the box Clilck on "Copy" Purchase Order Number (bottom half of the screen) Amount State the baseline date Simulate & Post
Invoice Number *Invoice blocked due to date variance
SD - 3rd party sales order Create a delivery order VL01N In the order screen , go to the menu Sales Document , select "Deliver" Go to "picking" tab State the qty and save
SD - 3rd party sales order Create a billing document VF01 Ensure that the delivery document is correct in the Enter Go to edit -> Log Save
Cross Selling : How To Configure
(1) Cross Selling: How to configure and the menu path details. (2) While creating individual order I face one error 'Plant not assigned to Controlling Area': How to configure controlling area and menu path. (3) Menu of path of subsequent Delivery Free of Charge.
Cross selling is a concept by which the business can improve the sales. By using this concept the business can offer combination material for ordered material.
Ex: If the customer placed for the order for computer then computer stand can be suggested as a combination material. It can be mapped by using cross selling concept that uses condition technique.
When the user raises the sales order and specifies ordered material then system automatically pop-up a box in which system displays suggested material
Configuration settings:
1) Define determination procedure for cross selling: Path: - IMG - SD - Basic function - Cross selling - Define determination procedure for cross selling
a) Create condition table: Here we define condition table ex: - material
b) Maintain access sequence: Here we define access sequence ex: C001 and assign condition table ex:011 that we define in previous step.
c) Define condition type: Here we define condition type C001 and assign it to access sequence C001 that we define in previous
step.
d) Maintain procedure: Go to new entries and define cross selling profile Ex: CS0001 and assign our condition type C001 that we define in the previous step.
2) Maintain customer/document procedures for cross selling: a) Define customer procedure for cross selling: Here we define customer cross selling profile Ex: "B" -- cross selling
b) Define documents procedure for cross selling: Here we define document cross selling procedure ex: `B"- cross selling
c) Assign document procedure for cross selling to sales document: Choose sales document type "OR" and assign document cross selling procedure ex: "B"
3) Define and assign cross selling profile:
a) Define cross selling profile: Go to new entries, specify cross selling profile key with description - Specify cross selling pricing procedure (CS0001) - Assign the pricing procedure (RVA001) - Specify cross selling dialog box indicator W If it is "A" – dialog box appears only in request. It is blank – dialog box appears in request and after date is released
Check cross selling ATP indicator: If you check it, systems carry out ATP check for cross selling product.
b) Assign cross selling profile: - Go to new entries, specify sales area - Specify customer cross selling procedure –B - Specify document cross selling procedure – B - Assign cross selling profile -- CS0001
Maintain condition record for cross selling (VB41): Path: - Logistics - SD - Master data - Products - Cross selling - VB41
Specify condition type C001 Specify the order material, select condition line item Click on alternative material icon and maintain alternative material with cross selling delivery conditions options
Blank – Out bond delivery takes place regardless of main item "A" -- Out bond delivery only if main item has been partially delivered
Go to VD02, sales area section of sales tab Assign customer procedure for product proposal - B
Save it and exit
Go to VA01; raise the sales order with order material check the effect.
4) Path to created controlling area: Img-->Ent Str-->Defintion-->Controlling-->Maintain Controlling Area , here you can create controlling area
An Example Of Third Party Sales
Scenario: 2 companies are created in system - India & Singapore Customer places sales order for particular material on Singapore. Singapore is not able to produce the same. They pass on the order to India for processing. After processing India ships the material directly to the customer along with necessary documentation. Invoice copy is passed on to Singapore. Final Commercial Invoice will be raised by Singapore. How can the above scenario handled?
You can do this using third party sale. The third party sales process is as under. 1) Singapore company creates an order for the Singapore customer. 2) Because of the configuration settings of the sales document type, item category & schedule line category, as soon as the order is saved a PR (purchase requisition) is automatically generated. This is converted into PO (purchase order) and sent to the Indian company. 3) Indian company supplies the material directly to the Singapore customer. 4) Indian company sends the invoice to the Singapore company. 5) Singapore company does the invoice verification in MM using tcode MIRO. 6) Singapore company raises the invoice to the singapore customer. In standard SAP, item category TAS is used for this. The schedule line category is CS. Here you can see a field 'order type' with value 'NB'. This triggers the automatic creation of the PR. Plus in the material master also you need to do certain settings.
1) If you are always following a third party process for a material then you have to create the material using item category group BANS. The procurement type should be marked as external procurement (F) in MRP 2 view of the material master record. 2) If you are not always allowing third party order processing then you can create a material master record with item category group as NORM and the procurement type should be marked as (X) meaning both types of procurement (in house manufacturing and external procurement).
In the item category the billing relevance should be 'F'.
Partner Functions
Partner Determination for Sales Doc
Explain me how to get partner determination for sales doc header level.
First determine one account group (Transactionaction code OBD2) assign number range for acct group (Transaction code OBAR).
Define partner determination procedure: IMG -> SD -> Basic Functions -> Partner Determination -> Setup Partner Determination -> Partner Determination For Sales Doc Header Click on Partner Type Go To New Entries and Define Partner Types Customer KU Vendor LI Contact Person AP Sales Employ SE Select Partner Type KU and Go To Details Icon and Maintain Partner Functions SP Sold To Party SH Ship To Party BP Bill To Party PY Payer Come Back and Click On Assign Partner Type To Sales Doc Header KU To TA Assign Partner Functions To Account Group SP To ACC GROUP SH BP PY Same. For Sales Doc Header The Partner Functions Can Be Determined From Customer Master.
How to customize the Partner Determination Procedure?
We can determine partner determination procedure by using the Transactionaction code VOPA.
In the business different people interacts to make a Transactionaction with the business while making Transactionactions with the business every partner performs certain roles those are called as a partner functions.
Depending on the partner type every partner fulfills certain mandatory partner functions. SAP determines relevant partner functions automatically to relevant partner object type.
Flow: Customer master, Sales, Delivery, Billing, Document header and items.
A) Partner Types.
1) Customer (KU) He performs partner functions like Sp, Sh, Bp, Py.
Contracts are release by raising sales orders. In the business one specifies partner is authorized to enter and to release contracts. At Header level (sales document) there is a control by which system carries out checks against partner whether he is authorized to release the contract.
Partner type (KU) and Partner Functions (AA- Sold T party) to release the contracts. Aw- ship to party to release the contracts and this partner functions assigned to partner determination procedure (kab).
Partners to check credit limits: We define partner functions Km-credit Manager. Kb- credit representations both belongs to partner type pe (personal)
Configurations settings:
1) Define Account Group (OBD2)
2) Assign Number range key to Account Group (OBAR)
3) Define partner determination procedure for customer master. a) Define partner functions Path: Img -> sd -> basic functions -> partner determination -> set up partner determination -> set up partner determination for customer master.
Click on partner function control button under dialog structure
Partner Function Name Partner type error sp sold to party ku 07 sh ship to party ku 07 bp bill to party ku 07 py payer ku 07
partner type Pe Km credit manager pe 09 kb credit represent pe 09 For sales document.
a) Define Partner functions to sales document header b) Define partner determination procedure. c) Assign partner functions to partner determination procedure. d) Assign partner determination procedure to account group. e) Assign partner functions to account group.
1) Define partner functions img -> sd -> basic functions -> partner determination -> setup partner determination -> set up partner determination for sales document header
2) Define partner determination procedure.
3) Assign partner functions to partner determination procedure
4) Partner Determination procedure assignment.
Pricing
Difference between Condition Types.
Please explain the difference between Ek01 (Actual Cost) and EK02 Calculated Cost.
These are the condition type that will display the results of the unit costing for certain type of sales document.
EK01 : If you use this condition type, the result of unit costing is issued to the first position on the conditions screen for the item. The value can be used as a basis for price determination.
EK02: If you use this condition type, the result of unit costing is simply a statistical value which you can compare with the price.
Please note the following points :
1) The condition type must have condition category 'Q' (costing).
2) The condition type must agree with the condition type defined for unit costing in the pricing procedure.
I have a customer who is being offered two discounts ie k007 and k005, now I want to exclude k007 for the next 2 orders or so? I have set the exclusion indicator for the condition type, but still the condition is being accepted when I create a sales order. Am I missing something, how do I do it?
I think u need to change the validity of the condition record for the condition type K007 defining it not valid for that particular 2 months. And also the settings of the Requirements as it is correct that it overrules the exclusion.
Accumulate the amount of condition types in accounting document
To accumulate the amount of condition types in accounting document without affecting the pricing display in billing document.
As an illustration :-
ZPXX 3500 ZDXX 1000- ZWXX 500-
(all condition types are shown separately in pricing view)
Mark the condition types you want to group as statistical and remove the account assignment key.
Create a subtotal in your pricing procedure that will add them together and put in the account assignment key for it. This way the individual components will still display on your pricing screen but FI will only get one posting.
Hiding Price Condition Types on a Sales Document
Up to now you, you still cannot exclude certain condition types and subtotal lines from being processed or displayed in the condition screen by restricting the authorizations.
You have to implement SAP Note No. 105621 - Authorization check for the condition screen
Creating New Pricing Procedure
What is the Transactionaction code for creating new pricing procedure and how to attach it to specific plant?
You create PP in spro > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define and Assign Pricing Procedures > Maintain Pricing Procedures
You can't attach PP to specific plant. Pricing Procedure is determined thru transaction OVKK. The defining parameters for pricing procedure determination are:
1. SalesOrg 2. Distribution Channel 3. Division 4. Document Procedure (defined in Sales doc\Billing doc maintenance) 5. Pricing procedure assigned to customer (defined in customer master)
Reg pricing procedure.
1. Use Transactionaction code v/07 to create a access sequence and assign tables based on which you want to carry on pricing as accesses.
2. Use Transactionaction code v/06 to define condition type. It can be for base price, discount, freight etc.,
(Do assign relevant access sequence)
3. Use Transactionaction code v/08 to define pricing procedure.
4. Assign this to your relevant sales area+ dpp+cupp.
While specifying requirement, we can give reqt no.22 which specifies that plant has to be set. This is generally done for output taxes since output taxes depend upon the delivering plant. But directly there is no assignment between plant and pricing procedure.
What is "alt cal type" & "alt base value" & "Requirement field" in the Pricing Procedure
Can any one explain exactly what is "alt cal type" & "alt base value" and also " Requirement field" in the pricing procedure?
The alternate base value is used as the calculation basis only, while the alternate calculation is used to modify the final value.
For example, imagine you have a condition type ZZ01, with a condition record maintained (master data) for $100. Now, condition ZZ02 also exists lower in the schema, but with a rate of 10%. The standard calculation would result in a final value of $110.
The alternate base value could say, "don't use $100 as the basis -- use the original price PR00 only, which was $90." Then, the final value would be $100 + (10% of $90) = $109.
The alternate calculation routine says, "ignore the 10% altogether. Instead, use an externally calculated 20%." Then, you end up with a final value of $100 + (20% of $100) = $120.
Put them both together, and you could end up with $100 + (20% of $90) = $118.
Now once again,
Alternative Calculation Type:
Normally if you want to calculate a value you have to use a calculation type for determinating the value. This calculation type is addition, subtraction or multiplication. Similarly SAP also has got a default calculation type in the control data of the condition type. There you have the options of Qty based, Fixed Amount Based or Percentage based.
Here what happens is suppose if you define Your condition type that calculates the base price of a material on Qty based. Then the calculation will be done based on the quantity of the material. If the customer orders 10 Nos and you have maintained a unit price of 100 Rs for each material then the value determined is 1000 INR. Similarly if the discount condition type , you maintain the calculation type as %. This means if you maintain the value of 10 % in the condition record. Then this percentage is taken as the calculation type and the condition value is determined.
In some cases you have to forego the default calculation types and use the customer specific method for calculating a value. For ex if you are calculating the Freight charges for a Material . it depends on so many criteria like, the weight, volume and also the minimum amount etc etc, in those cases, you forego the default value and then use the alternative calculation type in calculating the condition value against the particular condition.
Alternative Condition Base value:
If you have to calculate any value then you have to have a base value for it. For ex if you want to calculate the discount of 10 % for a material then you have to have a base value on which this 10% is calculated. Normally you take the condition value of the base price of the material to calculate the value.
Now you don't want to take the base value and take other values as base values which are derived on some formulae. So you create a routine which will do the mathematical operations in the routine and derive you a value which is now used as the base value for calculating the condition value for a particular condition type.
Requirement: A factor in the condition technique that restricts access to a condition table. The system only accesses a condition table to determine the price if the requirement specified has been met.
Example: The system uses an access sequence to determine the price of a material. One of the accesses in the sequence contains the requirement "in foreign currency." The system only uses the table behind this access if the sales order for which the price must be calculated is in a foreign currency.
Re-pricing in a Quotation
How can I, or am I able to find anything on a way of RE-Pricing be done in a QUOTATION?
You can always 'Update" pricing manually in a quotation the same way you do in a sales order, either in create or change modes. Menu path Edit --> New Pricing or press the 'Update pricing' button on the item conditions tab.
If you are asking how to reprice a quotation when it converts into a sales order, that can be done with the copy controls of the Item Category. IMG: Sales & Dist --> Sales --> --> Maintain Copy Control for Sales Docs --> Sales Doc to Sales Doc (Transactionaction vtaa). Just choose the combination of documents and the respective item category. The field you need to be concerned with is "Pricing type".
However, from a business process perspective it makes absolutely NO sense to reprice a quotation when converting to a sales order. After all, the entire point of using quotations is to firm up details like pricing before creating the sales order.
Quantity Based Discounts in Bulk Quantities Sales
You're looking to implement quantity based discounts in 4.6c. You are trying to sell items in specific bulk quantities, and only give the discount for specific quantity intervals.
For example, if a customer orders 1 piece, 2 pieces, 3, etc. of part ABC, the price is $100.
If the customer orders 10 pieces of part ABC, the price is $50.
However, this is not only a standard minimum quantity discount. If the customer tries to order 11 pieces, 12, 13, etc. it should return $100 again.
The only values for which $50 should apply are 10, 20, 30, etc. - multiples of the bulk quantity 10.
You have discussed changing your part number to reflect a bulk qty of 10, however you have in house consumption that is allowed to consume only 1 part at a time. You would vastly prefer to keep one part number that you order from the supplier, consume internally and ship externally.
You are fairly certain there is basic functionality that covers this, but you're just not sure where to start.
Taking your requirements literally. Standard SAP scale pricing will not do it in that you only want the reduced price to come into effect when the order quantity is multiple of some bulk factor.
It is agreed with that creating a separate material number is not a good idea.
You can try this:-
1. Define/Select a UOM for selling in bulk (i.e. cas, pallet, box whatever) 2. Maintain UOM conversion between your base UOM and this new UOM 3. Configure you bulk pricing condition type by usual means (it should be a base price rather than discount). 4. Place this new bulk price behind your normal "PR00" price in the pricing procedure 5. Create a new condition base value routine via VOFM where you check XKWERT to see if it is a whole number. If it is not then set XKWERT to zero. 6. Assign this new routine to your bulk price condition in your pricing procedure in ALT condition base value column. 7. Maintain bulk price conditon record in the Bulk UOM.
That should do it.
Determine Sales Price with Shipping Point
You are trying to use shipping point as a key field (with sales org. distribution channel and ship-to party together) to determine the sales price. You created a condition table with the above key fields, and maintained the relevant setting (access sequence, condition type and pricing procedure).
There is an error message in the sales order pricing analysis ("access not made" in the shipping point field). In the access sequence, you found that the shipping point field's document structure is KOMK. Can you put to item level field in the condition table and access sequence?
Structure KOMK refers to header of the sales order, but shipping point of course is on item level.
You'll have to do some settings to reach your goal, it is possible.
Step 1 Append structure KOMP. Do this by changing through SE11 the table KOMPAZ. This is included for structure KOMP. Add a component e.g. ZZVSTEL with component type VSTEL. Save, activate. If you want to make more points, assign search help H_TVST to the component. Ask a programmer if you don't understand this part.
Step 2 Change user exit MV45AFZZ. Say there that field ZVSTEL should be filled with information from your shipping point. Do this under part FORM USEREXIT_PRICING_PREPARE_TKOMP. The coding should be like tkomp-zzvstel = vbap-vstel. Save, generate.
Step 3 Make a new table as you did before, but first maintain your new field in Condition: allowed fields. When you create your new table you will see you have two shipping points. With the button technical view you can check which one ZZVSTEL or VSTEL.
Step 4 Finish with the steps you did before. That was ok.
Now, you will see in your sales order that the shipping point is filled with information.
Pricing date based on delivery date
Used Transactionaction VOV8.
This configuration is by order type.
There is a field called proposal for pricing date.
There you can select pricing date as requested delivery date.
A - Proposed pricing date based on the requested dlv.date (Header)
This control is set at the document level as oppose to the condition type level (PR00).
That means your other condition types such as surcharges and discounts are also determined using the requested delivery date.
If your requirement is for PR00 to alone to be priced at delivery date then this will not work.
How pricing date is determine in the sales order and billing document? Where is the setting?
The pricing date is proposed based on the setting you make in the Sales document configuration. (Transaction code: VOV8) You have a field" Prop.f.pricing date” in the Requested delivery date / pricing date / purchase order date segment. Then you can choose the follwoing options: Blank - Indicates the current date as the pricing date A - Indicates the date based on the requested delivery date B - Indicates the date based on the order validity start from date And the pricing in the billing document is copied from thte sales order / Delivery document.. It again depends on the setting u have in the copy control from order - billng or delivery - billing. In the copy control, in the item settings you have two fields relavant for this. One is pricing source and the other is pricing type.
The pricing sources are generally the order. But if you want you can change it to other values mentioned in the drop down, but this values have no effect if the pricing type is B.
Any other value other than B in the pricing type will take the reference document price mentioned in the pricing source field. but for the pricing type B. The new price is determined in the billing order.
Report to Check the Entered Pricing Condition Price
Which is the best Transactionaction code to check the Pricing condition price entered in "VK11"?
Other than "VK13", to display the price, you can use V/LD - Execute Pricing Report to check the prices entered into the Pricing Master.
Normally Pricing Report - "07 Cust.-specific Prices with Scale Display" will do.
Other Pricing Reports you can tried are these:
---------------------------------------------------------------------------|LR|Report title -- ------------------------------------------------------------------------|01|Comparison of Price Lists Without Scale Display |02|Comparison of Price Groups Without Scale Display |03|Incoterms with Scale Display |04|Incoterms Without Scale Display |05|Price List Types Without Scale Display |06|Price List Types with Scale Display |07|Cust.-specific Prices with Scale Display |08|Cust.-specific Prices W/out Scale Display |09|Material List/Material Pricing Group with Scale Display |10|List Mat./Mat.Pricing Groups Without Scale Display |11|Price Groups With Scale Display |14|Taxes |15|Material Price |16|Individual Prices |17|Discounts and Surcharges by Customer |18|Discounts and Surcharges by Material |19|Discounts and Surcharges by Price Group |20|Discounts and Surcharges by Material Group |21|Discounts and Surcharges by Customer/Material |22|Discounts and Surcharges by Customer/Material Group |23|Discounts and Surcharges by Price Group/Material |24|Discounts and Surcharges by Price Group/Material Group |25|VAT/ATX1 |26|Canada/USA |27|I.E.P.S Mexico |28|Conditions by Customer |30|Conditions by Customer Hierarchy |31|Price List with Release Status |AC| ||AD| |---------------------------------------------------------------------------
Mass Update of condition pricing
You can update the condition pricing for a range of sales order.
For e.g. if you create sales order for 15 months or so, and at the beginning of each year, you have to update the prices for lots of sales orders.
Other than using VA02 and make an Update of the conditions at item level which is a big work because you will have lots of open sales order after so many months.
Use VA05, select your Orders and on the result screen :-
click Edit- > Mass Change -> New Pricing (menu).
or
if you don't want to do that Online, write your own abap report and use Function SD_BULK_CHANGE (check where-Used at SE37, Trace VA05 on how to fill the parameters, Function MPRF => New Pricing)
Make Material Master Price of a material as sales price automatically
The first method is not to set the pricing condition VPRS as statistical.
Simply remove PR00 and it will work fine if you always use VPRS as your pricing base inside the pricing procedure.
VPRS will reads both prices based on the price control in the material master.
Price control S for standard price. Price control V for moving average price.
It is this simple if you do not have any other "Prices" in the price procedure.
However, if you are using one pricing procedure where for some items you price using VPRS and some others using PR00, then you should use requirement routines to enable the correct price condition type at the right time.
The second method involves more work as you need to write a formula (VOFM) to get that information.
This is how it goes :-
1. Set VPRS to be the first step in the pricing procedure and to be subtotal B (as standard).
2. Set PR00 with alt. calc. type formula, which sets the value of PR00 to be equal to the subtotal B. The routine (created with Transactionaction VOFM) is:
RV64A901 FORM FRM_KONDI_WERT_600. XKWERT = KOMP-WAVWR. ENDFORM.
We have a requirement of giving a discount to customer based on the total amount invoiced so far (across financial years). Where do we set this up? We have seen so far the discounts are calculated
based on the value of the current invoice. The discount should be on a graduated scale basis for example
0 - 100000 No discount 100000 - 200000 5% 200000 - and above 10% this means that discount would only start after the customer's net sale value crosses 100000. For example, if the customer has been billed for 99000 and the current invoice is for 3000, a discount of 5% should be given on 2000 i.e. 100. Another complication is that, the discount is not based on the total amount billed so far, but only on the effort billed and not on reimbursements (like airfares, living expenses, visa charges, beeper charges etc). The discount applies only to the effort and not to the reimbursements. In the above example (invoice of 3000) say the effort billed is only 1500, the rest being reimbursements. The discount is only on the 500. (the rest being taken up by the lower limit for eligibility of 100000)
For example the customer might have been billed say 150000 so far but actual effort billed might be only 90000, the rest being reimbursements of actual costs and hence the customer is not eligible for the discount.
The solution for this is Using rebate condition types and suitable condition records.
Of this to handle your first problem that is the rebate has to be applied only on the "effort" you have to set up a line in the pricing procedure which gives the rebate basis i.e the value to be used for rebate cond types. This I believe solves your problem of rebate only on effort.
Your second problem i.e the discount should start getting applied automatically when it reaches the first scale for which the values span few financial years. This I am not really sure whether it can be made possible in the invoice itself. But a work around is not giving the discount directly in the invoice but settling it against the rebate agreements by Credit notes periodically.
Arent we looking at rebate agreeement. That appears to be a straightaway solution to your problem. You activate the sales organization and the payer for that .
I am in SAP R/3 rel.30F. We have 2 options to meet your requirement. 1. Using scale in condition type (tcode V/06), choose scale basis G.Scale based on a formula (be: your based amount is invoice). Define scale formula. You need ABAPER to define it. 2. Using routine in Alt.calc.type (tcode V/08, Maintain Pricing Procedure). Here, you also need ABAPER to create routine.
Steps to Create Commission for Agent
For creating commission agent, you have to follow below steps.
1) Establish Partner Functions for the Commissionee(s) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER
FUNCTIONS Transactionaction Code: VOPA
2) Assign the Partner Functions to Partner Procedures Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS Transactionaction Code: VOPA
3) Create a Partner Procedure for the Commissionees Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS Transactionaction Code: VOPA
4) Create New Customer Account Group(s) for Commission Agents Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; LOGISTICS GENERAL ->; LOGISTICS BASIC DATA: BUSINESS PARTNERS ->; CUSTOMERS ->; CONTROL ->; DEFINE ACCOUNT GROUPS AND FIELD SELECTION FOR CUSTOMER Transactionaction Code: OVT0
5) Assign the Partner Functions to the Customer Account Group(s) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS ->; GOTO ->; PARTNER FUNCTIONS ->; ENVIRONMENT ->; ACCOUNT GROUP ASSIGNMENT Transactionaction Code: VOPA
6) Assign the Partner Functions to the Partner Procedure for the Sales Document Header Menu Path: Tools ->; Business Engineer ->; Customizing ->; Sales and Distribution ->; Basic Functions ->; Partner Determination ->; Define Partner Functions Transactionaction Code: VOPA
7) Assign the Partner Functions to the Partner Procedure for the Sales Document Item (OPTIONAL) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS Transactionaction Code: VOPA
8) Edit the Pricing Communication Structure (KOMKAZ) to Hold the New Functions (Client Independent) Menu Path: Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; DICTIONARY Transactionaction Code: SE11
The following code should be inserted into program MV45AFZZ to allow the system to re-execute pricing if the user makes a change to the relevant partner function (alteration, addition, deletion).
13) Add the KOMKAZ Fields to the Pricing Field Catalog (Client Independent) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES Transactionaction Code: OV24
14) Create Condition Tables (Client Independent) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES Transactionaction Code: V/03
15) Create an access sequence containing the new tables (Client Independent) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES Transactionaction Code: V/07
16) Create a new condition type Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE CONDITION TYPES ->; MAINTAIN CONDITION TYPES Transactionaction Code: V/06
17) Add the Condition Type to the Pricing Procedure Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE AND ASSIGN PRICING PROCEDURES ->; MAINTAIN PRICING PROCEDURES Transactionaction Code: V/08
11) Create Commsission Report ZZCOMMISSION (Client Independent) Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR
SD Questions About Pricing Condition
The Most Important Tips in Pricing for SAP SD Module to crack interviews...
Whenever we define our pricing procedures, we remain least interested in creating our own Condition Types, Condition Tables & Access Sequences. What we do is, we just define our own pricing procedures
by using the existing condition types (i.e: PR00, K004, K007, KA02, KF00 etc.) & then assign that Pricing Procedure with “Sales Area, Document Pricing Procedure & Customer Pricing Procedure “.
After that we put the values against each Condition Types, mentioned in our Pricing Procedure by using the T-Code "VK11". But we also need to know about the Condition Tables, Condition Types & Access Sequence Creation. So for that purpose we have to use the following T-Codes respectively: "V/05", "V/06" & "V/07". Now it will become easy to create the same.
Also to inform that, using T-Codes is smarter than following paths through IMG screen.
What is the difference of VK11 and VK31 (condition records)?
My condition type is PR00 and Access sequence is PR02. And in this access sequence table 304 is available. Now when I was entering the PR00 in VK31 it shows error Table 304 is not defining for the condition type PR02. But when I was entering the PR00 at VK11 it is accepting it.
Difference between VK11 and VK31 - if you go through the menu path you will get the vk 31 as condition record from the tamplets whereas vk11 as simple condition record. In VK11 you can store condition record for more than one condition type. This means you can have same condition record for different condition types.This feature is given to enhance the system's performane and not to create the duplcation of the work for each condition type. Again system is not allowing to store the record in the vk31 for the condition type pr00 and access sequence pr02.This is because if you see this ac seq cointains two accessses 20 and 30 having the same table no.But you see there is the difference between the technical view of it for Transactionfering the data from document field and condition field, so you can not maintain the data at VK31.
What is the difference between Header condition and Item condition? I know item condition applies to each item in a sales document. Header condition can only be applied to an entire document.
Difference between header and item condition - as YOU CORRECTLY SAID HEADER CONDITION IS APPLICABLE FOR THE WHOLE DOCUMENT where as item is for item.Ex-Say fright is dependent on the total weight of all the items in the documents then header condition adds on weights of all items and calculates the record accordingly. You have two different types of the header conditions. a) In one you can duplicate the same value throughout the document for each item.Say discount 2% at header level which is also applicable to all the items b) Second is the accumulation of the values of all the item at the header level,as earlier explained for the weight/fright. These differenes are controlled through the indicator of group condition in the cond.type configuration.
And so obviously header condition can not have the condition record and hence access sequence.
Disallowing Condition Types - How I can accomplish the following:
Be able to DISALLOW Z0BP Condition type to be negative (Invoice Block)
You can modify condition type from customising; Sales and Distribution->Basic Functions->Pricing->Pricing Control->Define Condition Types->Maintain Condition Types
Change condition type ZOBP's plus/minus indicator to "A" which means only positive is allowed
In pricing procedure there are column such as requirement, sub total altclty, altbv, accurals. What are these and where we calculate all these values which we put.
1. Requirement: Denoted by nos and maintained in VOFM, this is a condition required for a particular condition type to be executed. Eg. PR00: req 2 ie item relevant for pricing VPRS/EKO1: req 4 ie cost Rebate BAO1 Req 24/Req 25 etc
2. Subtotal: this represents where a which table a value is stored, which can be processed for further calculation.
Eg. for PR00, if this value is to be used for credt check of a customer, we mark the subtotal as A.
3 Alternate Calculation type: this is also denoted by numbers and maintained in VOFM. Eg. Suppose for 45 units , each unit is charged $100 per unit, the order value comes out to be $4500, that is calculation is done as per unit price, if the client wants calculation type to be based on volume or wieght, alternate calculation type can be configured.
4. Alternate base value: Denoted by no. and maintained in VOFM.
Eg, if the pricing scale is maintained and pricing for 45 units comes under the scale of $100 per unit., the base value is 45 units, but if the client wants a standard base value in some casesto be assumed inspite of maintaining the scale, an alternate base value is confihured, that is the base value based on which the order value is to be calculated changes.
5. Accruals: Accruals are maintained for rebate agreements, it constitutes the total accumulated value which customer has earned through rebate, one the rebate for certain amount is settled the amount from the accruals get deducted.
Add a Field to New Condition Table in Pricing
Add a field to a new condition table in pricing (Condition Technique):- To use a field in pricing, one creates a condition table. This condition table is created using the allowed fields from the field catalog. Should the fields one requires not be included in the list of allowed fields, one can add the fields from the list of available fields. However, one may find that a new field may not be in the list of available fields. For this reason, one must create new fields for pricing. The document and item data in SD is stored in data tables, such as VBAK and VBAP (for the order Transactionaction). Many of the fields from these tables are available in the field catalog. The field catalog is a structure (KOMG) that consists of two tables (KOMK and KOMP). These tables contain the header and item data for pricing respectively. They are called KOM “x” because they are communications structures used to communicate the Transaction action data with the pricing procedure. Table KOMG contains the fields of tables KOMK and KOMP. If you require a field that is not in KOMG, it means that it is not in KOMK or KOMP. This means that the field you require cannot be used in pricing because there is no communication of this field from the
Transactionaction to the pricing procedure via the communication structures. To use a field not defined in the field catalog, you need to add this field to the KOMK or KOMP structures, and then write the ABAP code to Transactionfer the data in the field from the Transactionaction tables to the communication structure. Follow these steps:
1. Create the field in the KOMK (header data) and KOMP (item data) tables using the standard includes provided for this requirement. 2. Write the code in the user exit to read the Transactionaction data and Transactionfer it to the KOM “x” structures. Menu Path The menu path here is IMG, Sales and distribution, System modification, Create new fields (using the condition technique), new fields for pricing. Adding the Field to KOMK and KOMP This process requires some knowledge of the ABAP dictionary and how to use the ABAP dictionary to create and change fields and tables. You may have to use an ABAP skill to assist you. If the field is from the header table (for example, the order table VBAK), you’ll need to add it to the include table KOMKAZ in table KOMK. If the field is from the item table (for example, the order item table VBAP), you’ll need to add it to the include table KOMPAZ in table KOMP. Let’s say you need to use the “base material” to define a price and the base material is not in the pricing field catalog. The base material is a field on the material master basic data screen and is defined as MARA-WRKST. Since this relates to the material, it is at the item level, so you would add the field to the KOMPAZ include table. Note When you add a field to these tables, it must start with “ZZ.” Therefore, the field you add would be ZZWRKST. In ABAP, when you add the field, use the same domain as in the field in the original table MARAWRKST. After adding the field, generate the structure KOMP. This field is not available in the field catalog and can be used in condition tables. Writing the ABAP Code The field in the communications structure will be blank unless the ABAP code Transactionfers the data from the material master to the field KOMPZZWRKST. Pricing occurs in the order and in the invoice, so you need to put this code in both places. For the order Transactionaction, write the ABAP code in user exit USEREXIT_PRICING_PREPARE_TKOMP in include program MV45AFZZ. For the billing Transactionaction, write the ABAP code in user exit USEREXIT_PRICING_PREPARE_TKOMP in RV60AFZZ.
Note: The TKOMP is for the item level. If you are writing the code for a field at the header level, you would use the user exits that end with TKOMK. The ABAP code would select the Base material field from the material master table using the material from table VBAP/VBRP. It would then Transactionfer this field to the structure TKOMP from MOVE MARAWRKST to TKOMP-ZZWRKST.
I will explain you the process with below example...Please follow steps in below sequence-
Try to add the filed from the field catalog. In case the required combination field is not there, you can add the field through the following process to filed catalog and create the condition table. It is most common that one or other time we need to use this function while configuring multi tasking & complex Pricing Architecture.
Here I'm giving a simple guide to add fields to the Pricing Field Catalogues:
For example you want to use field PSTYV ('Sales document item category') that is included in structure KOMP ('Pricing Communication Item') as a key for a condition table.
When you create a condition table (Transactionaction V/03), however, the system does not propose the field in the field catalog.
Condition access, field catalog, allowed fields, KOMG, KOMK, KOMP, KOMPAZ, KOMKAZ, and PSTYV are the other terms which we need to know about, to add Fields.
Reason and Prerequisites:
For technical reasons, field PSTYV was included in structure KOMP, however, not in structure KOMG ('Allowed Fields for Condition Structures').
Proceed as follows: 1. Call up the ABAP Dictionary (Transactionaction SE11) and create data type ZZPSTYV. Choose PSTYV as a domain.As a short text, you can use, for example, 'ZZ - sales document item category' and as a field label, you can use the field labels of PSTYV.Save, check and activate your entries.
2. Call up structure KOMPAZ in the ABAP Dictionary (Transactionaction SE11) in the change mode and make the following entry: Component Component type: ZZPSTYV ZZPSTYV Save, check and activate the change you made.
3. Note: Because of the change in structure KOMPAZ, field ZZPSTYV is now known in structures KOMG and KOMP because structure KOMPAZ is included in both structures.
4. Call up Transactionaction SPRO. Navigate to 'Sales and Distribution -> Basic Functions -> Pricing -> Pricing Control' and execute 'Define Condition Tables'. Choose 'Conditions: Allowed fields' and include ZZPSTYV as a new entry.
5. Note: Now you can use field ZZPSTYV as a key field when you create a condition table Axxx.
6. Supply the new field you defined by including the following source code line in USEREXIT_PRICING_PREPARE_TKOMP: MOVE xxxx-PSTYV TO TKOMP-ZZPSTYV. In order processing you find the user exit in Include MV45AFZZ, and in billing document processing you find it in Include RV60AFZZ.
Consider that you can also use this note as a help if you want to use other customer-specific fields as key fields in a condition table.
For header fields, use structure KOMKAZ instead of structure KOMPAZ and USEREXIT_PRICING_PREPARE_TKOMK instead of USEREXIT_PRICING_PREPARE_TKOMP.
For more information, see Transactionaction SPRO via the path 'Sales and Distribution -> System Modifications -> Create New Fields (Using Condition Technique) -> New Fields for Pricing' and OSS Note 21040.
Header Condition and Group Condition
What are header conditions?
Header conditions are those which appear in the header level of any sales order. these conditions are to be entered manually and get distributed automatically and the basis for distribution are taken from the NET VALUE of items mentioned at item level.
When we go to the conditions section in a sales order, where the details of pricing are mentioned, here we add these conditions.
Whenever any Header Condition is used, it overrides the PR00 condition type.
Examples of header condition.
- HA00 - % Based Header Condition.
- RB00 - Absolute or numeric value which applies to all items.
- HB00 - Numeric value or Absolute value.
What is the difference between group condition and header condition?
Group Condition: You can use this is feature of a condition type to apply price or discount for a material based on common property. Header Condition: This is a manual condition which you apply to header (Condition screen) of a sales document. This amount is applicable to all items.
Usage of this feature is to apply price / discount for a specific group of materials.
1. You maintained a discount based condition record fbased on material group (= 01 for example). You maintained scales also. Qty Discount 1 - 10 Rs. 100.00 11 - 50 Rs. 105.00 51 - 150 Rs. 110.00 etc.
2. You are creating a sales order for a customer with five different items with different quantities as below
All the material is having the material group = 01.
3. While calculating the discount, because of this group condition, system add the quantities of items which have material group = 01. In the above example total quantity is = 109. System apply a discount of Rs. 110.00 to each item irrespective of the individual quantities.
4. If you have not activated the group condition feature, system determines the discount value based on individual item quantity which is as below. Discount ITEM 1 - 25 No's Rs. 105.00 ITEM 2 - 3 No's Rs. 100.00 ITEM 3 - 12 No's Rs. 105.00 ITEM 4 - 27 No's Rs. 105.00 ITEM 5 - 62 No's Rs. 115.00
5. Is it clear now. Just try a sales order and see the out come
Procedure to Test: 1. Create 3 materials. Maintain Material Group of each item is same. 2. Activate the condition type as a group condition. 3. Create a condition record for this condition type with scales. 4. Process a sales order for a customer with these three material with different quantities. 5. Check the outcome.
What are the 8 steps involved in condition technique?
It starts with an understanding of the factors that influences the Price. Let’s say it depends on Customer and Material. With this understanding now we will start with the Table where we will pass the above parameters. There is a table 5 which already has Customer and Material so we can now copy and rename it or use the same table in our Pricing Procedure. Transaction Code VOK0 Step 1. Define/Choose your Table (with the requirement parameters that influence the price) Step 2. Define your Access Sequence and include the above Table in your Access Sequence Step 3. Define your Condition Type (There are four Price Types Basic Price, Discount, Freight and Tax) and include your Access Seq. Its always better to copy the Price Types provided by SAP. Step 4. Now comes your Pricing Procedure where you include include Condition Types and format. Step 5. Now comes Procedure Determination where you specify the Document Pricing Procedure and Customer Pricing Procedure along with Sales Organisation, Distribution Channel. Step 6. Maintain Condition Records for your Condition Types I guess you can make it 8 Steps by dividing some of the main steps. Few important things to note is following..
1. XD01 - Create Customer - Always ensure that you pick the right Customer Pricing Procedure from here. 2. VA01 - Sales Order - Ensure that you have the right Document Pricing Procedure from here 3. While Creating Access Sequence, check your Fields and ensure that they appear with any warning (Highlighted in Red) 4. Do not forget to mention your Access Sequence while defining your Condition Type 5. Always remember that your Procedure Determination has only Basic Price as Condition Type 6. Do not forget to mention the Range (From To) while creating your Pricing Procedure.
Common questions: We are using the Freight in Header Condition. I maintained two line items in the Sales Order. So the Header freight is splitting irregularly for two line items (in item conditions). How it is happening? Any formula is there?
Header Conditions - Automatic pricing does not take header conditions into account; you can not create condition records for them in the standard system.
Header conditions are entered manually in order processing. R/3 includes the following header conditions: - Percent discount (HA00) - Absolute discount (HB00) - Freight (HD00) - Order value (HM00)
Header Condition: If this condition is marked as a header condition, it is possible to enter the condition type in the header condition screen. Checks for changing the condition manually are unaffected by this.
Group Condition: Group conditions are helpful incase of discounts. If group condition is selected then the discount percentage or quantity is applicable for the total sum of the quantity in the PO for those materials belonging to the same material group. Suppose if two materials of same matl grp have discounts for 100 qty and above but in PO if the two matls are bieng procured for 50 qty then they cant avail discounts but if group condition is selected then the sum of the quantity of both matl of same matl group is considered (50 + 50) and discount can be availed for 100 qty.
Further Group condition: Indicates whether the system calculates the basis for the scale value from more than one item in the document.
The nature of header condition is that whatever value you are giving in sale order / billing, line item wise, it will be distributed proportionately.
If you access V/06 and the header condition type, you can see that the condition type - does not have any access sequence - field Group condition is selected
Normally Freight Header condition like condition type "HD00" is calculated on the basis of weight. This is a Manual condition and you have to enter it in the header screen. It will be proportionately distributed on each item on the basis of weight. If you will uncheck the group condition field, the same freight amount will be copied to each item, possibly irrespective of different weight which may not be logical.
That is the standard behaviour of the header condition type.
Based on whether the group condition field is ticked on or off, it will either split the header condition value to the items on pro-rata basis or it will just duplicate the header value to all the items.
What you are experiencing with Fixed Amount Header conditions is standard behaviour. Please see below Notes: - 876617 FAQ: Header conditions / Header condition screen - 317112 Behavior of conditions w/ calculation rule B changed - 485740 Conditions with fixed amount in copy activities
To achieve what you wish (absolute amount), solution is in the below Notes: - 84605 Transactionfer absolute amount condition to billing doc. - 25020 Value changes during over/underdelivery - 25144 Freight conditions during milestone billing
What is meant by condition exclusion for Condition types and records?
Condition Exclusion
The system can exclude conditions so that they are not taken into account during pricing in sales documents. Material 4711 cost 150 USD. Some customers receive a discount of 10 USD per 100 pieces. However, a specific customer can buy the material for 100 USD. Since this is a particularly good price, the customer should not also have a discount of 10 USD per 100 pieces. Therefore, this discount is to be excluded from pricing.
To do this, you must follow two steps:
You must set a condition exclusion indicator for the price. You can do this in two ways: If you want to set the condition exclusion indicator a follows then you specify it:
- for all condition records of a condition type (e.g. with condition type PR00) when defining a condition type in SD Customizing
- for an individual condition record (e.g. only for material 4711) in the detail screen of a condition record (in the Condition exclusion field)
You must set a condition for the discount in the pricing procedure in Customizing for sales. If this condition is set, the discount is not valid if the condition exclusion indicator is set. Condition 2 is available in the standard R/3 System.
The condition exclusion indicator is not valid for condition supplements.
This means that if a condition record contains condition supplements they will be taken into account during pricing.
Condition Exclusion Group –
In any normal situation there could be more than one condition type in a pricing procedure offering a discount to a customer. Should the discounts be automatically determined, there is the risk that the customer will receive all the relevant discounts and thus purchase the product for a lower price than he should.
By using ‘condition exclusion groups’ you can ensure that the customer does not receive all the discounts, but instead only receives the best of the available discount condition types.
Menu path – IMG - Sales & Distribution - Basic functions – pricing – condition exclusion – condition exclusion for groups of conditions (OV31).
A condition exclusion group is merely a grouping of condition types that are compared to each other during pricing and result in the exclusion of particular condition types within a group or entire groups. It is important to note that the condition types you want the system to compare must exist in the pricing procedure and must have valid condition records created for them.
If for example, a sales order is created using the pricing procedure that the exclusion group is assigned to, you can see that the condition offering the most favorable discount to the customer is represented in the pricing procedure.
For instance, condition type K007 has offered a discount of 10% off the sale price or a real value of $30, while another condition type K005 has offered a real value discount of $10. The system then takes the best discount for the customer between the two, which is K007 and makes the other discount K005 inactive. This can be seen by double clicking on the condition type K005, where you can find a entry saying ‘Inactive A condition exclusion item’.
There are four possible methods of using condition exclusion groups –
A – best condition between the condition types
B – best condition within the condition types
C – best condition between the two exclusion groups
D – exclusive
E – least favorable within the condition type
F – least favorable within the two exclusion groups
Configuring ‘Condition Exclusion Groups’
First step is to define a ‘condition exclusion group’ by using a four character alpha numeric key.
Next step is to assign the relevant condition types to the exclusion groups such as discount condition types, freight condition types.
After completing the assignment of the condition types to the exclusion group, proceed with assigning the condition exclusion group to the relevant pricing procedure.
After selecting the pricing procedure for which you want the condition exclusion to be active, select the folder ‘Exclusion’ where you can assign the relevant condition exclusion procedure to the relevant condition exclusion group.
When using the condition exclusion group to find the best condition record in a condition type – only use one condition type per exclusion group. The most important thing to remember here is to “deactivate” the Exclusive Indicator on the access sequence assigned to that condition type. Otherwise, the system will merely find the first condition record and stop searching for other records.
What is difference between pricing report & condition index?
Pricing Report:
A Pricing report basically helps to get the list of all the pricing details which we have maintained in the system. We can get details of all the condition types including the scales. We can get the details as per our requirement i.e., Sales org/Dc/Division/Plant /material etc wise. The selection criteria would be as per the Key combination which you select in the IMG screen
You get following information from pricing report.
1. It informs you about the customer specific price agreements that were made within a certain period 2. From pricing report you can know which condition records exist for freight charges 3. Which condition records exist for customers in a particular region or country.
You can create your own pricing reports with V/LA.
Also
V/LD is very useful. This can be customized. The sales personnel use it to
1. Get information for price (discounts) that existed at previous period (Say June 200X)
2. Inform potential buyer about the current price (and discounts)
3. Review price and discounts.
Though all the above T Codes and there are many More standard SAP Reports have very high utility, it is not widely used. Clients prefer customized reports when it comes to pricing reports - all Z programs and Transactionactions.
These kind of reports are generally required by the Top Management for periodical review // Finance team for price control // Master data team for record purposes // Process audits by Internal/external agency // Of late, for every SOX audit done in the company...especially the change records for prices.
Condition Index
Condition index is very useful for searching the condition record for a customer. It becomes easier and faster to search for condition records for a customer or material just like it become easier to search a topics in the book with help of index.
You have to mark the "condition index" check box in the condition type and you have to activate the index in customization.
You can set the discount for fast ten orders through "condition update".
First, in your discount condition type (V/06) activate the "condition update" check box.
Second, in the condition record, in additional data put "maximum number of orders" as 10.
You may also create the condition record for discount through VK31. Now go to change (VK32), scroll to the right, you will find a column "N". This is maximum number of order field. Here you can put value 10 and save it.
Now, system will give the discount to the first 10 orders.
Where does the standard condition base value (Default one) is determined for a Condition type?
First check the Material Master UOM Conversion - Additional Data - Units of Measure.
Condition base value is a concept used in pricing procedure and actual term used is alternate condition base value. This is a formula assigned to a condition type in order to promote an alternate base value for the calculation of the value.
If you have to calculate price of a material then you have to have a base value for it. For e.g. if you want to calculate the discount of 10 % for a material then you have to have a base value on which this 10% is calculated. Normally you take the condition value of the base price of the material to calculate the value.
Now, you don't want to take the base value and take other value as base value which are derived on some formula. So you create a routine which will do the mathematical operations in the routine and derive you a value which is now used as the base value for calculating the condition value for a particular condition type.
As per my understanding there is Alternative Condition Base Value, It is a routine which is assigned to the condition type in the pricing procedure.
Go to Transactionaction V/08 here you select pricing procedure then go in to the control data of the pricing procedure here you can find Alter native Condition
Base Value in the 14th column of the pricing procedure control data.
What is the difference between: 1. Conditional base value.2. Conditional value. 3. Conditional amount
1. Conditional base value
When a value is derived for a condition type, based on certain calculation this value is taken as base.
2. Conditional value.
For the number of units ordered depending on the condition amount mentioned this value is derived.
3. Conditional amount
This is nothing but the unit list price what you are mentioning for the line item.
1) What is the role of alternative calculation type, condition base value, requirement in pricing procedure?
2) Where do we define value for alternative condition base value and alternative calculation type so that system picks up different value, when the value for alternative condition base value and alternative calculation type is mention in pricing procedure?
**Alternative Calculation Type:**
This function allows you use a formula as an alternative in finding the value of the condition type, instead of standard condition technique. This can be used to calculate complex tax structures.
Alternative condition base value
The alternative condition base value is a formula assigned to a condition type in order to promote an alternative base value for the calculation of a value.
Example
An absolute header discount is, for example, distributed in the standard system according to the cumulative value of the items.
If the system distributes the absolute header discount according to volume based on the Alternative formula for condition base value , a header discount of $30 results in the following discounts:
Item Value Volume .
1 $1000 2 cbm
2 $500 4 cbm
Stand. disc. Volume disc.(With Formula)
$20 $10
$10 $20
Condition formula for alternative calculation type
Alternative formula to the formula in the standard system that determines a condition.
Requirement
This function is used to assign a requirement to the condition type. This requirement can be used to exclude the system from accessing the condition type and trying to determine the value. This can be used to specify that the condition type should only be accessed if the customer has a low risk credit.
In sales order Diff condition type is not coming, when checked in analysis it says requirement 013 is not fulfilled, but in pricing procedure I've assigned the requirement as 013, alt.cal type-16, alt CBV-4.
Please refer to the following documentation for requirement 013:
RE LV61A013
Title
Rounding as per Table T001R
Purpose
This is an example of a pricing requirement. This requirement is met if an entry has been made in the 'Unit to be rounded up to' field in Table T001R. Table T001R stores the rounding rules for company code and currency combinations. This requirement can be assigned to the condition type in the pricing procedure that is used to calculate the difference when rounding. Using this requirement, the difference is only calculated when necessary.
Example
A company has the requirement to carry out rounding for certain company code and currency combinations. This information is stored in Table T001R. In the document pricing procedure, the user has configured the SAP delivered condition type DIFF to calculate the difference when rounding occurs. The user also assigns pricing requirement '13' to the condition type DIFF in the pricing procedure so that the condition is only calculated when a corresponding entry has been maintained in the table T001R.
Please check the customizing table T001R.
or try this go to IMG path --> SAP Netweaver --> General Settings --> Currencies --> Define rounding rules for currencies. Here maintain the rounding unit which will be stored in Table T001R.
Then in the t-code ob90 you can maintain that.
Go to v/08 maintain in condition base value 16 routine.
Purpose
This is an example of a condition value formula. This type of formula can be used to influence the value shown for the condition in pricing. A condition value formula is assigned to a condition type or value line in the pricing procedure.
Formula '16' was delivered along with condition type DIFF to support the rounding unit rules that can be defined in T001R for company code / currency combinations. Condition type DIFF was delivered to perform the rounding at the end of the pricing procedure with the total value. Using formula '16', the system computes the rounded value and assigns the difference to the condition type DIFF.
In-17 c.base value
Round according to T001R
Purpose
This is an example of a condition value formula. This type of formula can be used to influence the value shown for the condition in pricing. A condition value formula is assigned to a condition type or value line in the pricing procedure.
Formula '17' was delivered so that a condition value could be rounded off according to the rounding unit rules (e.g. plus 5 or 10 or 100 units) that can be defined in T001R for company code / currency combinations. When formula '17' is assigned to a condition type, the condition value will always be rounded using T001R.
Where I can do setting of rounding profile for a new created condition type?
1) Create Rounding rule (Unit of measure rounding rules)
Path: Materials --> SPRO Quantity Optimizing and Allowed --> Order Optimizing --> Purchasing --> Management Unit of Measure Rounding Rules --> Logistics Units of Measure
Here give new rounding rule and % rounding up and down values
2) Create Unit of measure groups
Path: Order Optimizing --> Purchasing --> Materials Management --> SPRO Unit of Measure --> Quantity Optimizing and Allowed Logistics Units of Measure Groups Create new group for YD and ROL
3) Dynamic rounding profile
Path: Order Optimizing --> Purchasing --> Materials Management --> SPRO Maintain Rounding --> Quantity Optimizing and Allowed Logistics Units of Measure Profile
Here give Rounding profile name and plant and click on Dynamic to create new profile
In next screen give desc. For rounding profile, rounding off method as 2, and rounding rule which you have created.
Assign created Rounding profile in info record also UOM group
Maintain minimum order qty as 1 Rol and Order unit as ROL in Info record
In material master maintain conversion as 1 Rol = 3500 yards
Sales and Distribution BOM
BOM Implementation
A bill of material (BOM) describes the different components that together create a product. A BOM for a bicycle, for example, consists of all the parts that make up the bicycle: the frame, the saddle, wheels, and so on.
Process Flow When you enter the material number of a bill of materials that is relevant for sales order processing, the system displays the material that describes the whole bill of materials as a main item. The individual components are displayed as lower-level items.
There are two ways to process a bill of materials in Sales. Once you have entered a bill of material in a sales order, the system runs pricing, inventory control, and delivery processing at:
- Main item level if the material is assembled, or - Component level if the material is not assembled
The type of processing used by the system is determined by the item category group that you enter in the material master record for relevant materials.
Processing at Main Item Level If you want the system to carry out pricing, inventory control, and delivery processing at main item level, enter ERLA in the Item category group field of the Sales: sales org. 2 screen in the material master record of the finished product. This means that the components only function as text items and are not relevant for delivery. The following graphic shows how a bill of material is processed at main item level.
Processing at Component Level If you want the system to carry out pricing, inventory control, and delivery processing at the component level, enters LUMF in the Item category group field of the Sales: sales org. 2 screens in the material master record of the finished product. In this case, only the components are relevant for delivery. During processing the system automatically creates a delivery group. The latest delivery date among all the components becomes the delivery date for the entire delivery group.
How to Know that Sales BOM is working or not?
I have set up sales BOM. How do I know or test that is is working or not?
Once you enter a material (for whch you have created a BOM thru CS01) in the sales doc another material pops under the main material line item as a sub-item (s). If it doesn't then your BOM isn't working.
In my experience BOMs work if all maintenance has been done properly.
A number of things to check are:
1. The bom hasn't been defined for the plant used, or you haven't defined the plant in SO.
2. Main item category - has BOM application SD01 been assigned to it?
3. Item categories for main items and sub-items have not been mainteined properly.
4. Sales items maintenance - You should assign item categories for BOM header items and sub-items to a specific sales doc.
5. Has the BOM itself been configured properly (i.e. right plant, BOM usage '5')?
6. Are you trying it out on an order created after all BOM maintenance was done?
7. Also , what's the 'Structure scope' set as? Anything except C may be useful here? We have that set to A, since our BOMs are all single-level. You could set it to B if BOM are configured multi-level.
Those are probably main reasons why BOM shouldn't work. Apart from that, just re-check your whole config - the truth is out there somwhere.
BILL OF MATERIALS
What is bill of material? We need to maintain Material master records for the BOM Item and for the components also. The item category group of the BOM items is ‘ERLA/LUMF’ and the item category is ‘NORM’. Creating BOM item: - Logistics - Sales and distribution - Master data - Products - Bills of material - Material BOM CS01 create Specify the data for the following fields. Material: Specify the material for which components are to be maintained. Plant: Specify the plant of BOM item.
BOM usage: Specify the application in which BOM is maintained (5 for SD). Alternative BOM: Specifies the sequence of a BOM within a group of BOMs. (L = stock item N = Non-stock item) In the overview screen specify the components which make the main item and the corresponding quantities and save it. Note: During sales document processing if we enter the BOM item the system automatically determines corresponding components. 1) For the BOM to be exploded in the sales document the following customizing setting is required. A) If the item category group is ERLA the item category of the BOM is TAQ, in the definition of which we have to specify the value A (Explode single level BOM) in the structure scope. B) If the item category group is LUMF the item category of the BOM item is TAP in the definition of which we have to specify the value A in the field structure scope. 2) If the item category group is LUMF the system shows price for the components but not for the BOM item. For this the following customizing setting is required. A) The item category of the BOM item is TAP which is not relevant for pricing, so the BOM item is not priced. B) The item category of the components is TAN which is relevant for pricing, so the components are priced 3) If the item category group is ERLA the system shows price for the BOM item but not for components. For this following customizing setting is required. A) The item category of BOM item is TAQ, which is relevant for pricing, so the BOM is priced. B) The item category of components is TAE which is not relevant for pricing, so the components are not priced. While creating sales document to get the list of alternative BOMs in the definition item category of BOM item we have to check the field “Manual Alternative” ITEM CATEGORY DETERMINATION FOR BOM ITEM SD type ITCaGr Usg HLItCa DftItCa OR ERLA TAQ OR NORM TAQ TAE OR LUMF TAP OR NORM TAP TAN OR NORM TAN OR NORM TAE TAE OR NORM TAN TAE NOTE: A – Explode single level BOM item B – Explode multi level BOM item CS01 – Transactionaction code for creating BOM Item
Statistical value ‘x’ or ‘y’ Make TAP relevant for pricing but values for statistical only.
Pricing Customization for Sales BOM
What are the steps of customization to pricing for header level or item level then?
You can create a sales bom, and price it at header level or sub level.
If you want to assemble the products and depending upon the assemblies you want to price. For eg. if the customer asks for a certain combinationa of Material A, B and C respectively, then you create a Material Master record Material D with item category group as LUMF. While the Materials A, B and C are created with standared item category groups NORM only.
Then create a sales BOM using Tcode CS01 and enter the following details: Material: Material D Plant : Plant in which you created the material. BOM Usage: 5 (Sales and Distribution) then give the Materials A, B, and C and give their respective quantities.
Before you have to create pricing condition records for Materials A, B, and C. Then configure the item categories (Transaction code : VOV4). When processing the sales order, just give the Material D and the system will pick up the corresponding assemblies for that material and populate in the order. The item category for the header item will be TAP and the item cateory for the items will be TAN.
In this case the Material D is called as the higher level Item, and all the assemblies are called as the sub items. Here the subitems are relevant for pricing and delivery where as the header item is not relevant for neither pricing nor delivery. It just acts as a text item.
This type of configaration of BOM is known as pricing at item level. This is used when you dont know what quantities of assemblies the customer is going to order and if the price of the assembly keeps varies.
There is another way of configaring BOM which is pricing at header level. The difference is that the Material Master D has to be confugured using the item category group ERLA.
Creation of BOM is same. But you need to maintain the pricing condition record for the header item.
The item categories in this case would be Header item : TAQ Sub item TAE;
Where the header item is relevant for pricing and delivery. and subitems are not relevant for neither the pricing nor the delivery. Depending upon your requirement you configure accordingly.
In Summary:
-->Befor going to create sales BOM you need to create: Master data for that Header Material and Components in the MM01 Transactionaction.
-->If you want Header price you create Header Materil with ERLA Itemcategory group.
-->If you want pricing at item level you create header material with LUMF Itemcategory group.
-->To create Sales BOM go to the Transactionaction CS01 there you give enter the data
Header Material which you have created in the MM01 Transactionaction.
Delivering Plant.
BOM Usage as '5' (Sales and Distribution)
***Then proceed with enter system will take you the BOM detail screen here you maintain the details of the components (How many components you need to make a Header material)
-->Check the item category determinetion settings in the Transactionaction VOV4.
-->Maintain the Pricing procedure according to that.
-->Now you can create sales order with the BOM material
Basic Process of how Packing Works
The "Packing Process" with an Example
Example:
You created an order for a material(R-1160 - hard disks) for a qty - 120 pieces.
You need to create a delivery and
A) Pack 40 pieces each of the material are grouped together into larger cardboard boxes (PK-100 - shipping/packing material) and
B) These 3 cardboard boxes are put into pallet (PK-095).
Solution:
A) Packing 40 pieces each of material (40 x 3 = 120 pieces)
1) Go to [VL02N] to change the delivery, you already created. Or you can do the following steps while you are creating a delivery also.
2) Go to "pack" icon.
3) In the upper section, enter the "packing material" (PK-100)
4) In the lower section, change the "partial quantity" to 40 of material R-1160.
5) Select both the lines of upper section and lower section and click the green ok. It generates a shipping unit/handling unit number.
6) Now, select both lines of upper & lower section & click the button "per part. qty" (New HU per part qty of material) Check: click "General Overview" icon to see whether it packed 40 pieces of material in 3 cartons.
B) Packing all 3 cartons in one big carton (PK-095)
1) From above screen, click "pack HUs" (pack shipping unit)
2) Enter the packaging material (PK-095) in the upper section and select this line.
3) Select 3 lines of PK-100 in lower section since you want to pack them in PK-095.
4) Selecting both lines, click "pack" icon.
5) Now all the 3 cartons (PK-100 with 40 pieces each of material) are packed in one big carton (PK-095).
Check: "General overview" icon.
Accumulate the amount of condition types in accounting document
To accumulate the amount of condition types in accounting document without affecting the pricing display in billing document.
As an illustration:-
ZPXX 3500 ZDXX 1000ZWXX 500-
(All condition types are shown separately in pricing view)
Mark the condition types you want to group as statistical and remove the account assignment key.
Create a subtotal in your pricing procedure that will add them together and put in the account assignment key for it. This way the individual components will still display on your pricing screen but FI will only get one posting.
What is the Transactionaction code for creating new pricing procedure and how to attach it to specific plant?
You create PP in spro > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define and Assign Pricing Procedures > Maintain Pricing Procedures
You can't attach PP to specific plant. Pricing Procedure is determined thru trx OVKK. The defining parameters for pricing procedure determination are:
1. SalesOrg 2. Distribution Channel 3. Division 4. Document Procedure (defined in Sales doc\Billing doc maintenance) 5. Pricing procedure assigned to customer (defined in customer master)
Reg pricing procedure.
1. Use Transaction code v/07 to create an access sequence and assign tables based on which you want to carry on pricing as accesses.
2. Use Transaction code v/06 to define condition type. It can be for base price, discount, freight etc.,
(Do assign relevant access sequence)
3. Use Transaction code v/08 to define pricing procedure.
4. Assign this to your relevant sales area+ dpp+cupp.
While specifying requirement, we can give reqt no.22 which specifies that plant has to be set. This is generally done for output taxes since output taxes depend upon the delivering plant. But directly there is no assignment between plant and pricing procedure.
What is "alt cal type" & "alt base value" & "Requirement field" in the Pricing ProcedureCan any one explain exactly what is "alt cal type" & "alt base value" and also “Requirement field" in the pricing procedure?
The alternate base value is used as the calculation basis only, while the alternate calculation is used to modify the final value.
For example, imagine you have a condition type ZZ01, with a condition record maintained (master data) for $100. Now, condition ZZ02 also exists lower in the schema, but with a rate of 10%. The standard calculation would result in a final value of $110.
The alternate base value could say, "don't use $100 as the basis -- use the original price PR00 only, which was $90." Then, the final value would be $100 + (10% of $90) = $109.
The alternate calculation routine says, "ignore the 10% altogether. Instead, use an externally calculated 20%." Then, you end up with a final value of $100 + (20% of $100) = $120.
Put them both together, and you could end up with $100 + (20% of $90) = $118.
Now once again,
Alternative Calculation Type:
Normally if you want to calculate a value you have to use a calculation type for determinating the value. This calculation type is either addition, subtraction or multiplication. Similarly SAP also has got a default calculation type in the control data of the condition type. There you have the options of either Qty based , Fixed Amount Based or Percentage based.
Here what happens is suppose if you define Your condition type that calculates the base price of a material on Qty based. Then the calculation will be done based on the quantity of the material. If the customer orders 10 Nos and you have maintained a unit price of 100 Rs for each material then the value determined is 1000 INR. Similarly if the discount condition type , you maintain the calculation type as %. This means if you maintain the value of 10 % in the condition record. Then this percentage is taken as the calculation type and the condition value is determined.
In some cases you have to forego the default calculation types and use the customer specific method for calculating a value. For ex if you are calculating the Freight charges for a Material . it depends on so many criteria like, the weight, volume and also the minimum amount etc etc, in those cases, you forego the default value and then use the alternative calculation type in calculating the condition value against the particular condition.
Alternative Condition Base value :
If you have to calculate any value then you have to have a base value for it. For ex if you want to calculate the discount of 10 % for a material then you have to have a base value on which this 10% is calculated. Normally you take the condition value of the base price of the material to calculate the value.
Now you don't want to take the base value and take other values as base value which are derived on some formulae. So you create a routine which will do the mathematical operations in the routine and derive you a value which is now used as the base value for calculating the condition value for a particular condition type.
Requirement: A factor in the condition technique that restricts access to a condition table. The system only accesses a condition table to determine the price if the requirement specified has been met.
Example: The system uses an access sequence to determine the price of a material. One of the accesses in the
sequence contains the requirement "in foreign currency." The system only uses the table behind this access if the sales order for which the price must be calculated is in a foreign currency.
Re-pricing in a Quotation
Pricing date based on Deliv. date, Sales Ord, Billing
How can I, or am I able to find anything on a way of RE-Pricing be done in a QUOTATION?
You can always 'Update" pricing manually in a quotation the same way you do in a sales order, either in create or change modes. Menu path Edit --> New Pricing or press the 'Update pricing' button on the item conditions tab.
If you are asking how to reprice a quotation when it converts into a sales order, that can be done with the copy controls of the Item Category. IMG: Sales & Dist --> Sales --> --> Maintain Copy Control for Sales Docs --> Sales Doc to Sales Doc (Transactionaction vtaa). Just choose the combination of documents and the respective item category. The field you need to be concerned with is "Pricing type".
However, from a business process perspective it makes absolutely NO sense to reprice a quotation when converting to a sales order. After all, the entire point of using quotations is to firm up details like pricing before creating the sales order.
Report to Check the Entered Pricing Condition Price
Quantity Based Discounts in Bulk Quantities Sales
You're looking to implement quantity based discounts in 4.6c. You are trying to sell items in specific bulk quantities, and only give the discount for specific quantity intervals.
For example, if a customer orders 1 piece, 2 pieces, 3, etc. of part ABC, the price is $100.
If the customer orders 10 pieces of part ABC, the price is $50.
However, this is not only a standard minimum quantity discount. If the customer tries to order 11 pieces, 12, 13, etc. it should return $100 again.
The only values for which $50 should apply are 10, 20, 30, etc. - multiples of the bulk quantity 10.
You have discussed changing your part number to reflect a bulk qty of 10, however you have in house consumption that is allowed to consume only 1 part at a time. You would vastly prefer to keep one part number that you order from the supplier, consume internally and ship externally.
You are fairly certain there is basic functionality that covers this, but you're just not sure where to start.
Taking your requirements literally. Standard SAP scale pricing will not do it in that you only want the reduced price to come into effect when the order quantity is multiple of some bulk factor.
It is agreed with that creating a separate material number is not a good idea.
You can try this :-
1. Define/Select a UOM for selling in bulk (i.e. cas, pallet, box whatever) 2. Maintain UOM conversion between your base UOM and this new UOM 3. Configure you bulk pricing condition type by usual means (it should be a base price rather than discount). 4. Place this new bulk price behind your normal "PR00" price in the pricing procedure 5. Create a new condition base value routine via VOFM where you check XKWERT to see if it is a whole number. If it is not then set XKWERT to zero.
6. Assign this new routine to your bulk price condition in your pricing procedure in ALT condition base value column.
7. Maintain bulk price conditon record in the Bulk UOM.
Mass Update of condition pricing
You can update the condition pricing for a range of sales order.
For e.g. if you create sales order for 15 months or so, and at the beginning of each year, you have to update the prices for lots of sales orders.
Other than using VA02 and make an Update of the conditions at item level which is a big work because you will have lots of open sales order after so many months.
Use VA05, select your Orders and on the result screen:-
Make Material Master Price of a material as sales price automatically
The first method is not to set the pricing condition VPRS as statistical.
Simply remove PR00 and it will work fine if you always use VPRS as your pricing base inside the pricing procedure.
VPRS will reads both prices based on the price control in the material master.
Price control S for standard price. Price control V for moving average price.
It is this simple if you do not have any other "Prices" in the price procedure.
However, if you are using one pricing procedure where for some items you price using VPRS and some others using PR00, then you should use requirement routines to enable the correct price condition type at the right time.
The second method involves more work as you need to write a formula (VOFM) to get that information.
This is how it goes:-
1. Set VPRS to be the first step in the pricing procedure and to be subtotal B (as standard).
2. Set PR00 with alt. calc. type formula, which sets the value of PR00 to be equal to the subtotal B.
The routine (created with Transaction code VOFM) is:
RV64A901
FORM FRM_KONDI_WERT_600.
XKWERT = KOMP-WAVWR.
ENDFORM.
The pricing procedure than looks like that:
Step 1 VPRS statistical, subtotal B, reqt 4
Step 2 PR00 Altcty 600
Steps to Create Commission for Agent
For creating commission agent, you have to follow below steps.
1) Establish Partner Functions for the Commissionee(s)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction code: VOPA
2) Assign the Partner Functions to Partner Procedures
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction code: VOPA
3) Create a Partner Procedure for the Commissionees
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction code: VOPA
4) Create New Customer Account Group(s) for Commission Agents
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; LOGISTICS GENERAL ->; LOGISTICS BASIC DATA: BUSINESS PARTNERS ->; CUSTOMERS ->; CONTROL ->; DEFINE ACCOUNT GROUPS AND FIELD SELECTION FOR CUSTOMER
Transaction code: OVT0
5) Assign the Partner Functions to the Customer Account Group(s)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS ->; GOTO ->; PARTNER FUNCTIONS ->; ENVIRONMENT ->; ACCOUNT GROUP ASSIGNMENT
Transaction code: VOPA
6) Assign the Partner Functions to the Partner Procedure for the Sales Document Header
Menu Path: Tools ->; Business Engineer ->; Customizing ->; Sales and Distribution ->; Basic Functions ->; Partner Determination ->; Define Partner Functions
Transaction code: VOPA
7) Assign the Partner Functions to the Partner Procedure for the Sales Document Item (OPTIONAL)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS
Transaction code: VOPA
8) Edit the Pricing Communication Structure (KOMKAZ) to Hold the New Functions (Client Independent)
Menu Path: Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; DICTIONARY
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR
Transaction code: SE38
The following code should be inserted into program MV45AFZZ to allow the system to re-execute pricing if the user makes a change to the relevant partner function (alteration, addition, deletion).
13) Add the KOMKAZ Fields to the Pricing Field Catalog (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction code: OV24
14) Create Condition Tables (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction code: V/03
15) Create an access sequence containing the new tables (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction code: V/07
16) Create a new condition type
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE CONDITION TYPES ->; MAINTAIN CONDITION TYPES
Transaction code: V/06
17) Add the Condition Type to the Pricing Procedure
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE AND ASSIGN PRICING PROCEDURES ->; MAINTAIN PRICING PROCEDURES
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR
Transaction code: SE38
Billing
Billing cannot be Release to Accounting
This SAP message will appear if the system is unable to find the G/L codes match from the configuration in Transaction action VKOA
No account is specified in item 0000001001
Message no. F5 670
Diagnosis
No account was specified for account type "S" in item "0000001001" of the FI/CO document.
System Response
The Financial Accounting program cannot process the document.
Procedure
A system error has probably occurred in the application you called up. Check the data Transaction referred to item "0000001001" of the FI/CO document.
Assuming that one of the key combination is Account Assignment Group, you will have to check whether have the Account Assignment Group been input in the Customer Master (Billing tab strips - Accounting sections - Field name: Acct assgmt group).
The Account Assignment Group will be copied automatically into the sales order.
Check whether the configuration in Transaction action VKOA have been done correctly.
Check whether the sales order (VA03 – Go to - Header - Financial Accounting - Field name: AcctAssgGr) have been filled in automatically.
Check whether the billing document (VF03 – Go to - Header - Header - Field name: Acct Assg Gr) have been filled in automatically.
If the customer master have not been maintained and the user have already input the sales order, then the user will have to maintained the Account Assignment Group manually either in the sales order or the billing documents.
Take note for One Time Customer, the user have to input the Account Assignment Group manually into the sales order. One Time Customer can be used by many customers; therefore, the system will not be able to determine the Account Assignment Group manually.
Default Start Variant for VF04
There are two types of variant in VF04.
One is the selection variant before clicking the Display Billing List Button.
You can set the start variant via SE93 using the Change mode.
The second variant is the Billing Layout display variant.
This is after clicking the Display Billing List Button.
After creating your layout display variant, you can set it by clicking:-
Settings -> Display Variant -> Administration
Select the layout display variant you want and click:-
Edit -> Define default settings
Condition Exclusion which will be determined in the billing document
The system can exclude conditions so that they are not taken into account during pricing.
For example:
Material 4711 cost 150 USD. Some customers receive a discount of 10 USD per 100 pieces.
However, a specific customer can buy the material for 100 USD. Since this is a particularly good price, the customer should not also have a discount of 10 USD per 100 pieces. Therefore, this discount is to be excluded from pricing.
To create a condition exclusion procedure which will be determined in the billing document.
1. Assign the procedure to the pricing schema, and maintain copy control so that pricing is not copied from Sales Order.
2. To achieve this, copy the standard pricing to a ZXXXX Pricing.
3. Define new document pricing procedure in SM30 - V_TVKV for billing.
4. Assign new document pricing procedures to billing types in SM30 - V_TVFK_PR
5. Define the Condition Exclusion Groups in OV31.
6. Assign the Condition type for the Condition Exclusion Groups in OV32.
7. Assign the Billing Pricing Procedure in VOK8 for the Condition Exclusion Groups.
When billing document is being created just enter manually your new price and the pricing program logic will include only the higher price one, excluding the rest that are lower price.
Steps for creating a new or changing an existing Billing Document Types
Create/Change your Billing types configuration in VOFA.
Some of the IMG stuff is:-
1) To block automatic Transactionfer of the billing document to accounting, mark the field. Indicates whether the system blocks automatic Transactionfer of the billing document to accounting.
During document processing, you can manually Transactionfer blocked billing documents to accounting by selecting:
Billing -> Change -> Release accounting
2) Account determination procedure
3) Output determination procedure etc.
After customizing, use Transactionaction VCHECKVOFA to check your configuration :-
1) Proforma billing types: If it is a proforma billing type, (VBTYP = U), the field must be blank and the account determination procedure must be empty.
2) Cancellation billing document types: : A check is made to see if the cancellation billing document type has the right VBTYP. An F2 invoice, for example, (VBTYP 'M') can only be canceled with billing type S1 with VBTYP 'N' . A billing type with VBTYP '5' can only be canceled with the VBTYP '6' and vice versa.
3) Cancellation billing document type partner functions A check is made to see if the cancellation billing document type partner functions are empty or if those that correspond to the billing type used are empty.
Next, make sure that you maintain the copy control for the Billing Types:
Sales documents in VTFA
Target Source
e.g. F1 - Invoice OR - Standard Sales Order
F1 - Invoice ZOR - Your Sales Order
Billing documents in VTFF
e.g. G2 - Debit Memo F1 - Invoice
G2 - Debit Memo F2 - Invoice
Deliveries in VTFL
e.g. F1 - Invoice LF - Delivery
F1 - Invoice ZOR - Your Delivery
Billing Block will not worked if you did not assign it
Define the possible block indicators in SM30 - V_TVFS and allocate them to the billing types concerned in SM30 V_TVFSP.
Your Billing Block will not work if you did not assign it to the desired billing types.
You can auto block by: -
1. Sales document type in Transactionaction VOV8, fields Billing Block, or
2. Item categories in SM30 - V_TVAP, by filling the fields Billing Block.
Billing Plan for Milestone Billing
Milestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan. As each milestone is successfully reached, the customer is billed either a percentage of the entire project cost or simply a pre-defined amount.During sales order processing, the system determines from the item category whether a billing plan is required and, if so, which type of plan the type of billing plan that is determined at this point is set up in Customizing and cannot be changed in the sales document. Billing plans for periodic billing and milestone billing plans for project-related milestone billing have different overview screens so that you
can enter data relevant to your processing. For example, for milestone billing, you must be able to enter data to identify the individual milestones. IMG configuration requires: -
1. Maintain billing plan types for milestone billing in OVBO.
2. Define date description in SM30 - V_TVTB.
3. Maintain Date Category for Billing Plan Type IN OVBJ.
4. Allocate date category in SM30 - V_TFPLA_TY.
5. Maintain date proposal for Billing Plan Type in OVBM.
6. Assign Billing Plan Type to Sales Documents Type in OVBP.
7. Assign Billing Plan Type to Item Categories in OVBR.
8. Define rules for determining the date in OVBS. Milestone billing is typically used for billing projects, such as plant engineering and construction projects. Such projects often include a series of milestones that mark the completion of different stages of the work. In the SAP R/3 System, milestones are defined in a network along with planned and actual dates for the completion of work. The milestones are also assigned to the billing dates in the billing plan. Each milestone-related billing date is blocked for processing until the Project System confirms that the milestone is completed. Delivery-relevant order items for which a milestone billing plan applies are billed on the basis of the requested delivery quantity and not on the total of the confirmed quantities. The connection between the project and the sales document item is made in the individual schedule lines of the item. Each schedule item can be assigned to a network in a project. To display the project-related data for a schedule line, proceed as follows: In one of the overview screens of the sales document, select 1. Item -> Schedule lines. 2. Mark the schedule line and select Procurement details. The following figure shows an example of milestone billing where only the Contract have been billed : Order Item Turbine 100,000 Billing Plan Billing date Description % Value Billing Block Milestone Billing Status 01-10-94 Contract 10 10,000 - x x 01-03-95 Assembly 30 30,000 x x 01-04-95 Maintenance 30 30,000 x x 01-05-95 Acceptance 30 30,000 x x 01-06-95 Final invoice .. .. x Network/Activities Milestone Estimate Actual Assembly 01-03-95 01-03-95 Maintenance 01-04-95 Acceptance 01-05-95 For each billing date in a milestone billing plan, you can specify whether the billing date is: 1. fixed 2. always updated with the actual date of the milestone 3. updated with the actual date of the milestone, if the date is earlier than the planned billing date for the date
SAP Billing - Combine Billing for deliveries with different date
When using Transactionaction VF04 or Billing (background), the date of the billing document (e.g. the current date) must be entered (In VF04: settings, default data.)
In VF06 or background: variant with parametrization) to avoid an unwanted split due to the billing date.
This OSS notes is very helpful:-
11162 - Invoice split criteria in billing document
36832 - Invoice split in fields from the sales order
Billing Spilt by Item Category
In transaction VTFA (if your billing is sales order based) choose your billing type and SO type, there select your item categories and there select the field VBRK/VBRP data. In that field you will see the currently used routine. With the help of your ABAP guy create a copy of that routine under a different number and add your lines of code. Let's say you use routine 001.
FORM DATEN_KOPIEREN_001.
* Header data: VBRK = ............
* Item data: VBRP = ............
* Additional split criteria
DATA: BEGIN OF ZUK,
MODUL(3) VALUE '001',
VTWEG LIKE VBAK-VTWEG,
SPART LIKE VBAK-SPART,
END OF ZUK.
ZUK-SPART = VBAK-SPART.
ZUK-VTWEG = VBAK-VTWEG.
VBRK-ZUKRI = ZUK.
ENDFORM.
After this routine is created and activated place it as the default copy control routine instead of the old ones.
Maximum number of items in FI reached Message no. F5 727
If you hit the above erros when you create an invoice in SD, the corresponding accounting document is not created.
Diagnosis
The maximum number of items for an FI document ('999') has been exceeded. System responseFI documents have a 3-digit item counter that limits the number of items permitted per document.
Procedure If the documents with an excessive number of items come from another application area
(e.g. sales, logistics, order accounting), you can configure the system to the effect that these documents are summarized in FI. "
How could this error be solved as none of your invoices are getting accounted in FI?
To overcome this, the only way was to break the accounting invoices, 1 with 950 items and the other with the rest.
Restricting Number of Items in Billing Doc
Go to SPRO>>>IMG>>>Sales & Distribution>>>Billing>>>Billing Documents>>>Country-specific features>>>Maintain Maximum No. Of Billing Items.
This is where you can define a maximum number of items allowed for all billing documents within a given sales organization.
However, maintaining data here is not enough alone to bring about a billing split by number of billing items.
You must also go to copying control for order/delivery to billing document at item level under "Data VBRK/VBRP" and maintain routine 006 "individual invoice limited" or a similar routine that accesses the data maintained here.
Credit Management
How to Do Configuration For Credit Management
Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.
An organizational unit that represents the area where customer credit is awarded and monitored. This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer.
For example, if your credit management is centralized, you can define one credit control area for all of your company codes.
If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes.
Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record.
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
1. Transaction codeOB38
Check which credit control area is assigned to the company code.
2. Transaction code OVFL
Check which credit control area is assigned to the sales area.
3. Transaction codeXD02 or VD02
Check which credit control area is assigned to the payer.
4. Transaction codeSE37
Is user exit EXIT_SAPV45K_001 being used?
5. Transaction code OBZK
For the settings under items 2 - 4, field "All company codes" must be marked in Transaction code
OB45 or the credit control area must be entered under the relevant company code in table
T001CM of the credit control areas allowed.
Company code, Credit control areas allowed:
6. Settings for the credit checks
7. Transaction code OVAK
Which settings do exist for the sales document type used?
Sales document, Check credit, Credit group
8. Transaction code OVAD
Which settings do exist for the delivery type used?
Delivery type:
Credit group for delivery:
Credit group for goods issue:
9. Transaction codeOB01
Credit management/Change risk category
Definition of the risk category for each credit control area. This risk category can be
assigned to a credit account by using Transaction codeFD32.
10. Transaction codeOVA8
Here, the individual credit checks for key fields
Credit control area, risk category, credit group are set. Take these key fields from the above settings and go to the detail screen. In particular, check whether fields "Reaction" and "Status/block" are set correctly. To carry out follow-up actions in case of a credit block, the credit check
Status must be set (field "Status/block").
11. Transaction codeFD32
Credit master data for the payer of the relevant document.
12. Settings for updating the credit values Update of the credit values is required for the limit
Check (static or dynamic credit limit check).
13. Transaction codeOVA7
Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to field "Active receivable" in Transaction codeVOV7.
Item type, Active receivable:
14. Transaction code/08, Pricing
In the pricing procedure used for pricing, subtotal "A" must be entered in a line for
Determining the credit value (mark the pricing procedure and double click on "Control").
Usually, the net value plus taxes is used. This way the system is determined to use this
subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for
update and credit check.
You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".
Pricing procedure:
Line with subtotal = 'A':
15. Transaction codeOB45
Which update group (field "Update") do you use in the relevant credit control area? The
Default setting is "12". If you use another update group, check whether this is fine with
you. If you open an OSS message, please tell us the alternative update group.
Credit control are, Update
16. Transaction codeOMO1
Which kind of update did you choose for structure S066?
In any case, "Synchronous update (1)" has to be chosen as the kind of update.
All other settings will lead to errors.
MRP block for Credit limit attained Customers
How to block the requirement (MD04) generated by the item category in a sales order when the customer has attained the credit limit? The MRP requirements still appear even though the schedule is zero.
You should try and use one of the standard requirements.
See in Transaction code"VOFM".
Under Requirements / Subsequent Functions / Reqs.Availablity.
Try using routine 103, you may have to tweak if it doesn't work exactly as you'd like.
For example, you can write a routine 903 because you only wanted this reaction for certain business units. Irregardless, using a routine similar to this will prevent the requirement from appearing in MD04 for orders blocked on credit.
Code:
DATA: W_ZSDCRD TYPE ZSD_CREDITBLCK.
DATA: W_CMGST LIKE VBUK-CMGST.
SELECT SINGLE * INTO W_ZSDCRD
FROM ZSD_CREDITBLCK
WHERE KKBER = VBAK-KKBER
AND CTLPC = VBAK-CTLPC.
IF SY-SUBRC = 0 AND VBUK-CMGST CA 'B'.
IMPORT VBUK-CMGST TO W_CMGST FROM MEMORY ID 'CREDIT'.
IF W_CMGST = SPACE.
MESSAGE I706(Z1).
EXPORT VBUK-CMGST TO MEMORY ID 'CREDIT'.
ENDIF.
*} REPLACE
*{ INSERT DEVK966908 1
*} INSERT
* Read the subsequent function information for the message
PERFORM FOFUN_TEXT_READ USING GL_FOFUN
CHANGING FOFUN_TEXT.
MESSAGE ID 'V1' TYPE 'E' NUMBER '849'
WITH FOFUN_TEXT
RAISING ERROR.
*{ INSERT DEVK966908 2
*} INSERT
ENDIF.
ENDFORM.
Difference Between Simple and Automatic Credit Check Types
Explain in detail difference between simple and automatic credit check types. In automatic check, difference between static and dynamic checks.
SIMPLE CREDIT CHECK : Tr.Code - FD32
It Considers the Doc.Value + Open Items.
Doc.Value : Sales Order Has been saved but not delivered
Open Item : Sales Order has been saved , Delivered, Billed & Transactionfered to FI, but not received the payment from the customer.
Eg: Customer Credit Limit is Rs.1,00,000/-
Suppose Doc.Value + Open Item Value is Rs.1,10,000/-
Here credit limit exceeds then system reacts.
Options: A) Warning Message
B) Error Message (Sales Order won't be saved)
C) Error Message with Delivery Block
AUTOMATIC CREDIT CHECK: Give extra credit facilities to the particular customer.
STATIC CREDIT LIMIT DETERMINATION: Checking Group + Risk Catageory + Credit Control Area. A) Credit Checking Groups: Types of Checking Groups.
01) Sales 02) Deliveries 03) Goods Issue At all the above 3 levels orders can be blocked.
B) Risk Catageory: Based on the risk Catageories Company decides how much credit has to give to the customer.
HIGH RISK (0001): LOW CREDIT LOW RISK (0002): MORE CREDIT MEDIUM RISK (0003): Average Credit
Static Credit Check it checks all these doc value & check with the credit limit
1) Open Doc.Value / Sales Order Value: Which is save but not delievered
2) Open Delivery Doc.Value: Which is delivered but not billed
3) Open Billing Doc.Value: Which is billed but not posted to FI
4) Open Item: This is Transactionfered to FI but not received from the customer.
DYNAMIC CREDIT CHECK: 1) Open Doc 2) Open Delivery 3) Open Billing 4) Open Items 5) Horizon Period = Eg.3Months
Here the System will not consider the above 1, 2, 3& 4 values for the lost 3 months
Action: Define a credit control area and its associated currency. The Update Group should be ‘00012’. This entry is required so the sales order will calculate the value to authorize
Assign Company Code to Credit Control Area
Transaction action: OB38; Tables: T001
Action: Assign a default credit control area for each company code
Define Permitted Credit Control Area for a Company Code
Transaction action: ; Tables: T001CM
Action: For each company code enter every credit control area that can be used
Identify Credit Price
Transaction action: V/08; Tables: T683S
Action: Towards the end of the pricing procedure, after all pricing and tax determination, create a subtotal line to store the value of the price plus any sales tax. Make the following entries:
Sub to: “A” ; Reqt: “2” ; AltCTy: “4” ; Automatic Credit Checking ; Transaction action: OVA8
Tables: T691F
Action: Select each combination of credit control areas, risk categories and document types for which credit checking should be bypassed. You need to mark the field “no Credit Check” with the valid number for sales documents.
Set Up Payment Guarantees
Define Forms of Payment Guarantee
Transaction action: OVFD ; Tables: T691K
Action: R/3 is delivered with form “02” defined for payment cards. Other than the descriptor, the only other entry should be “3” in the column labeled “PymtGuaCat”
Define Payment Guarantee Procedure
Transaction action:
Tables: T691M/T691O
Action: Define a procedure and a description.
Forms of Payment Guarantee and make the following entries Sequential Number “1”
Payment Guarantee Form “02”
Routine Number“0” Routine Number can be used to validate payment card presence.
Define Customer Payment Guarantee Flag
Transaction action:
Tables: T691P
Action: Define a flag to be stored in table.
Create Customer Payment Guarantee = “Payment Card Payment Cards (All Customers can use Payment Cards)”.
Define Sales Document Payment Guarantee Flag
Transaction action:
Tables: T691R
Action: Define the flag that will be associated with sales document types that are relevant for payment cards
Assign Sales Document Payment Guarantee Flag
Transaction action:
Tables: TVAK
Action: Assign the document flag type the sales documents types that are relevant for payment cards.
Determine Payment Guarantee Procedure
Transaction action: OVFJ
Tables: T691U
Action: Combine the Customer flag and the sales document flag to derive the payment guarantee procedure
Payment Card Configuration
Define Card Types
Transaction action:
Tables: TVCIN
Action: Create the different card types plus the routine that validates the card for length and prefix (etc…)
Visa , Mastercard, American Express, and Discover
Create the following entries for each payment card
AMEX American Express ZCCARD_CHECK_AMEX Month
DC Discover Card ZCCARD_CHECK_DC Month*****
MC Mastercard ZCCARD_CHECK_MC Month
VISA VisaZCCARD_CHECK_VISA Month
The Routines can be created based on the original routines delivered by SAP.
*****SAP does not deliver a card check for Discover Card. We created our own routine.
Define Card Categories
Transaction action:
Tables: TVCTY
Action: Define the card category to determine if a payment card is a credit card or a procurement card.
Create the following two entries
Cat Description One Card Additional Data
CC Credit Cards No-check No-check
PC Procurement Cards No-check Check
Determine Card Categories
Transaction action:
Tables: TVCTD
Action: For each card category map the account number range to a card category. Multiple ranges are possible for each card category or a masking technique can be used. Get the card number ranges from user community. Below is just a sample of what I am aware are the different types of cards.
Set Sales Documents to accept Payment Card Information
Transaction action:
Tables: TVAK
Action: Review the listing of Sales Document types and enter “03” in the column labeled “PT” for each type which can accept a payment card
Configuration for Authorization Request
Maintain Authorization Requirements
Transaction action: OV9A
Tables: TFRM
Action: Define and activate the abap requirement that determines when an authorization is sent. Note that the following tables are available to be used in the abap requirement (VBAK, VBAP, VBKD, VBUK, and VBUP).
Define Checking Group
Transaction action:
Tables: CCPGA
Action: Define a checking group and enter the description. Then follow the below guidelines for the remaining fields to be filled.
AuthReq Routine 901 is set here.
PreAu If checked R/3 will request an authorization for a .01 and the authorization will be flagged as such. (Insight does not use pre-authorization check).
A horizon This is the days in the future SAP will use to determine the value to authorize
(Insight does not use auth horizon period).
Valid You will get warning message if the payment card is expiring within 30 days of order entry date.
Assign Checking Group to Sales Document
Transaction action:
Tables: TVAK
Action: Assign the checking group to the sales order types relevant for payment cards
Define Authorization Validity Periods
Transaction action:
Tables: TVCIN
Action: For each card type enter the authorization validity period in days.
AMEX American Express 30
DC Discover card 30
MC Master card 30
VISA Visa7
Configuration for clearing houses
Create new General Ledger Accounts
Transaction action: FS01
Tables:
Action: Two General Ledger accounts need to be created for each payment card type. One for A/R reconciliation purposes and one for credit card clearing.
Maintain Condition Types
Transaction action: OV85
Tables: T685
Action: Define a condition type for account determination and assign it to access sequence “A001”
Define account determination procedure
Transaction action: OV86
Tables: T683 / T683S
Action: Define procedure name and select the procedure for control. Enter the condition type defined in the previous step.
Assign account determination procedure
Transaction action:
Tables:
Action: Determine which billing type we are using for payment card process.
Authorization and Settlement Control
Transaction action:
Tables: TCCAA
Action: Define the general ledger accounts for reconciliation and clearing and assign the function modules for authorization and settlement along with the proper RFC destinations for each.
Enter Merchant ID’s
Transaction action:
Tables: TCCM
Action: Create the merchant id’s that the company uses to process payment cards
Assign merchant id’s
Transaction action:
Tables: TCCAA
Action: Enter the merchant id’s with each clearinghouse account
Dunning Process In Credit Management
Explain about dunning process in credit management?
Let me explain in simple terms:
1) You have a Customer which you had felt, he is doing good business and supplied material on Credit of 45 days.
2) Since this customer is good as you felt, you have not managed Credit Checks as well. So, he had comfortably reached to the fullest credit (or even more) which you can afford for any customer.
3) One fine day you got realized that, there is very bad debt with this customer and need to recover from him and till then, there will be no further supply to the customer.
4) Your company's legal department has laid a policy that, in order to recover any bad debts, like:
a) We will send a normal payment reminder.
b) In case customer doesn’t respond, we will send at least further reminder (dunning notice) may be 9 times (9 reminders) (Dunning level) and what intervals of time (dunning frequency)
c) Still if the customer doesn’t respond for the reminders, you will file a law suit against the customer for recovering the Payments.
d) Finally, after getting verdict, you may proceed for auction of his property or as per the order for Law.
Now in SAP, the definition of Dunning procedure is a pre-defined procedure specifying how customers or vendors are dunned.
For each procedure, the user defines
- Number of dunning levels
- Dunning frequency
- Amount limits
- Texts for the dunning notices
In SAP, you will maintain the Dunning Procedure at customer master. Referring to this your SD Team / FI Team (user team) will affect Dunning
PS: You might remembered the dunning procedure laid by Relaince Mobile, sometime back, sending street rowdies for recovering the bad debts from users. That is dunning. Remember Reliance, you will not forget dunning forever.
Sales Order
Default First Date is not Today
When end user created a new sales order with VA01, default First Date wasn't today, why?
Note:
1. Before today, default First Date was always today.
2. Nobody change system configuration.
Although you mention that nobody change the system configuration, it is very unlikely that the system will mis-behaved after one day.
Usually, after checking, you will find that someone have actually change the configuration as it could not be a software bug since you have been using it for quite sometime without any problems.
The date is control by each Sales Order Type for each Sales Document type whether is it a
- OR - Standard Order,
- RE - Returns etc.
Verify the Sales order type configuration with the following path:
IMG: Sales and Distribution --> Sales --> Sales Docs --> Sales Doc Hdr --> Define Sales Doc Types (Transaction action vov8) will let you control this by sales document type.
There is one field (Lead time in days) which "specify the number of days after the current date that the proposal for the requested delivery date in the sales document should be".
This should be blank if you want the system to propose current day for delivery date.
Auto proposed all the dates when creating Sales Order
How can I make the system auto create all the Sales Order date during creation?
Each Sales Order can have different date proposal settings.
Follows this step to set the default Sales Order Type proposal date:
- Goto VOV8, double click on sales order type.
- Look and tick the fields Propose delivery date and Propose PO date.
After making the necessary IMG changes, you need to input the Delivery Plant field for each Materials that you want the system to propose the default date.
To change the Materials field Delivery Plant:
Goto MM02, Select the View Sales: Sales Org. Data 1 and fill in the Delivery Plant.
Testing:
Now, try creating a new sales order for the material and SAP will auto proposed all the dates in the sales order.
Define whether the Material can be used at which Sales and Distribution process
Here you define how the system responds when entering a sales and distribution document
with this material in the differenet Sales and Distribution Process Flow..
You can use the material status, for example, to prevent orders from being entered for
Parts to be discontinued.
OR
To temporary block the creation of Sales Order for a certain materials.
Set the material status parameters in Transaction action SM30, Table Views V_TVMS.
Assign a Cost Center manually in a Sales Order (VBAK-KOSTL)
The Cost Center Determination settings is in OVF3 - but there are some cases where the Cost Center must be exceptionally changed.
If the document category for order type in IMG VOV8 is defined to be "I" which belong to order type FD - Deliv.Free of Charge, then the field cost center is active for input during Transactionaction VA01.
Alternatively, you can specify an order reason and assign a cost center to an order reason.
However the standard SAP works only at the header level though, so it would not work if cost center is needed on the line item.
The cost center are assign for such business Transactionactions as:
- Free deliveries - Returns - Deliveries of advertising materials
You can also make cost center allocation dependent on the order reason, for example:
Order reason: Damage in Transactionit Order reason: Free sample
Both the IMG settings are done in Transaction action OVF3, either with/without the order reason.
Transfer of Requirements
The MRP department is informed about the quantities and deadlines by which incoming orders should be delivered. The system checks the availability of the goods based on the requested delivery date of the customer and creates MRP records which contain all necessary information for passing on to planning. It ensures that the goods are available in time for the delivery. Materials planning Transactionfers the reported requirements and creates orders or purchase requisitions from them etc.
For controlling Transactionfer of requirements, you have to carry out the following steps:
1. Each requirement type has to be allocated to one requirement class only.
2. The Transactionfer of requirements must be switched on at requirements class level, the sales documents at schedule line level.
3. You must define a check group. It is possible to have this check group proposed for the initial creation of a material master record.
4. Note that a plant must exist for Transactionfer of requirements to be carried out at document item level. OVZG - Requirement class It specifies the following points: - whether an availability check and a Transactionfer of requirements is carried out for a Transactionaction (for sales documents, fine tuning using the schedule line category is possible), - whether the requirements are relevant for MRP, - the allocation indicator from the sales view which controls the settlement of customer requirements with requirements - whether an item is to be settled to an auxiliary account assignment, - the settlement profile, - the results analysis key. (Use Transactionaction SM30 for V_* configuration) OVZH - Requirements type V_TVEPZ_V - Assignment of requirement type to Transactionaction V_TVEP_V - Schedule line category OVZ2 - Define Checking Group V_TMVFU - Define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record.
Define Tax Determination Rules
You specify the valid tax types in Transactionaction OVK1. More than one tax type can be defined for a country by defining the sequence.
The SAP System determines the taxes automatically within pricing.
In the standard SAP R/3 System, the elements of tax calculation are predefined (for example, tax condition type "MWST" for taxes on sales and purchases).
Assign the plant for Tax Determination in OX10, using the country key, the SAP System recognizes which tax type is valid for a plant and thus which taxes are relevant when creating an SD document.
Define the Customer Taxes in OVK3; you will maintain the tax code in Customer Master.
Define the Material Taxes in OVK4, which will then be maintaining in Material Master.
For example:- MWST GST 0 TaxExempt MWST GST 1 Liable for Taxes
In this example, if both the Customer Master and Material Master Tax code is 1, Tax will be included when you create the Sales Order.
Define whether the Material can be used at which Sales and Distribution process
Tax Code in Customer Master / Sales Order
How can we maintain the Tax Code (Tax code - which we maintain in MWST Condtion Records) in Customer Master or in Sales Order?
There are few points which I would like to remind you:
1) MWST is a tax condition which is applied to customer to whom we are selling. The rate of tax is depend on various parameteres, whether is fully liable for tax or expemted (in case of Defence Customer)
2) There are few parameteres which we apply tax condition. Whether customer is tax liable? Whether material is tax exempted?
For example, if you are selling a goods which are free for tax to any customer, put the Tax Indicator (at MMR as '0'). If your material is tax liable pur the Tax Indicator (at MMR as 1). If your customer is not liable for tax at all (like the case of Indian Defence organisations) put the Tax Indicator (at CMR as 0) or 1 in case fully tax liable.
3) Now, at VK11 you need to mainatain your pricning conditions with all the combinations like:
1 0 1 1 0 1 0 0
4) While maintaining your Material Master Records or Cusotmer Master Records, you must identify, which are tax liable and which are tax exempeted.
5) In anycase, as a SAP standard Best Practises, while processing a sales order, you must retrieve a Tax condition record from SAP database only and not entered manually. Accordingly, at V/06, the MWST condition Defintions, the field for 'Manual Entries', it would be marked as - D (Not possible to process manually).
Due to this setting, normally, you cannot maintain Condition tax code during sales order processing. And in Cusotmer Master, you can only maintain Tax Indicator and not Tax Code.
6) In case your client insists for Manual entry of Tax code during Sales Order processing, you can change the field at point 5) above to C-Manual entry is priority instead of D.
Taxation Explain with an example
I'm assuming that, the country is India and based on its requirement:
Sales tax is a state government revenue. There are two types of sales taxes, Local sales tax & central sales tax. Local sales tax is intra state whereas CST is inter state.
Example of LST : Point of sale i.e. delivering plant & ship to party are within the same state. The rates are defined by the respective state governments.
Example of CST : The Delivering plant & Ship to party geographic locations are 2 different states. At the point of sales from one state, the ST goes to that state govt. & consignment is despatched to the Ship to party. Once that consignment is received at the ship to party state, sales tax will be levied once the sales is registered there. For this case, the LST that is applicable by the Ship to party further will not be applicable in all probability to be captured in SAP.
Stock Transactionfer : This does not attract any sales tax. The consignment is Transactionferred from one D plant to another D plant irrespective of inter/intra state sales. The invoice that is accompanied with the consignment thus shall not have any final value. It's a zero value invoice, but the basic prices needed to be mentioned.
The selling organisations normally needs to register with the sales tax authority of the respective state to have a warehouse or D plant to avoid the double taxation for their dealers/distributors.
Now, the pricing procedure that is there in 4.7 is Factory sale with formula-JFACT, in which the CST condition type is JIN1 & the LST is probably JIN2. There may be surcharge cond types as well which will calculate the amount on either JIN1 or JIN2.
2. The tax rates are normally driven from the Tax classification of Customer & Material access. To do this config, S&D >Basic fn. > Taxes. You need to include the condition type for country IN in 'Define tax determin rule'.
3. Same path : But go to Tax relevancy of master records where you configure the condition type & options of rates that will flow to these masters. One needs to understand here properly as u need to have unique combinations for picking the sales tax rates. I will try to demonstrate the smallest example. Let's
say, the LST rates are 2%,4% & 0%. I will have two options for material master here. 1 for taxable & 2 for not taxable.
For customer master, I will have 1-LST 2%, 2-LST4% & 3-LST0%. When I create master records for LST thru VK11 for JIN2, I will chose the access where the combinations of customer & material tax classifications are available. If this access does not exist create it under an access sequence. But normally this is standard. The condition records will look like, Cust-Tax classi. Material tax claasi. Rate Tax code
1 1 2% A1
2 1 4% A1
3 1 0% A1
Remember, rates are flown from the tax codes. Tax codes can be created thru T code FTXP. This is normally a FI job.
Scheduling Agreement Vs Contract
A schedule agreement contains details of a delivery schedule but a contract just contains quantity and price information and no details of specific delivery dates
What's the difference between schedulling agreement with normal order? What's the condition for us to choose schedule line or order?
Both of them contain schedule line, price, and quantity.
There are a couple major differences:
(1) - Schedule agreements allow you to have 2 different sets of schedule lines (VBEP-ABART). Standard SAP you should have two sets of tabs - of schedule lines. One Forecast & the other JIT. Forecast forwards the schedule lines to planning (seen in MD04) and JIT passes them to shipping (VL10). They can be identical or different. Typically these are used for component supplier customers (namely Automotive). The customer will provide you 4-10 weekly buckets (usually a Monday date) of future forecast quantities. Also send you 1-2 weeks of individual FIRM ship dates - which are entered on the JIT. It comes down to the customer not knowing exactly what they need next week, but they don't want to suprise you with a large order qty, where your lead times are 5+ days. The forecasted quantities they sent last week should account for this.
(2) Cumulative Quantities are tracked and influence how the schedule agreement passes requirements to both forecasting and shipping. These quantities are sometimes requested by the customer on ASNs. Cumulative quantities reset at year end unless you've got a customer calendar or you've modified standard SAP userexits to not reset.
Schedule agreements are very nice when the customer sends EDI data (830s = forecast or 862s = JITs). Outside of that they can really cause trouble regarding daily maintenance, missing requirements, cum qty corrections, year end processing, etc. One alternative would be to use customer independent requirements - entering the weekly, monthly
forecasting quantities and entering standard sales orders (with or without multiple schedule lines) to represent the true firm quantities.
Sales Order Mass Change
There is Transactionaction MASS which can be used to carry out mass changes in the sales order and other objects.
Mass Maintenance: (Use to change multiple fields in multiple documents at the same time). I have done mass change for customers; and orders should work the same way too.
1) Try t-code [MASS] and select sales orders & execute
2) Choose the table or tables for your selection criteria and also for fields you want to change.
Then execute. (Suppose your selection criteria fields are from "sales order header data" table and the field you want to change, is in "item data" table)
3) Put in the sales documents (21000000, 21000001) you want to change and also the items(10) you want to change. - click on " choose selection fields" button - From the Pool, move the fields you want to the "select fields" using arrows.
4) From mass maintenace menu, click on "Enter new field values" -click on "sales order item data" tab and choose the field you want to change. (for example. I want to change plant for item 10) -enter the new value (of the plant to be) -click on "Adopt" and execute
5) In "sales order item data" tab, you see the new value of the plant you entered at the top and the old values of item 10 are below. -click on "change field values" button. you see all the old values are changed to new values. -save Note: it will take some time depending on how many records you have. Check: Go to [SM37] and see the status of the job you are running and once finished, export the spool file to a spreadsheet. Before you do mass maintenance, go to the particular table in [se16] and get the results. Then do the mass maintenance and compare the results with this one. If they match, then you are good to go.
Note: If you have any user exits that affect the results, ask them to deactivate the MODCHECKS still you are done with mass maintenance & activate them again.
Is there a way to change the billing date on a ton of sales orders with same old billing date to a same new billing date?
This can be done using the mass Transactionaction: Transactionaction: MASS Object Type: BUS2032 Tables: SD Document: Business item data
Sel Field: Billing Date (MASSSDHE and MASSSDPO) - Or you can just select by document numbers (May be more efficient) Execute - List will be provide for changes
Sel Chg Fld: Billing Date Set new billing date value in the New Values field Click on lower billing date column Click on Carry out a Mass Change button Click on Save button
Suggestion is to test this on a few orders in your development system to get a feel on how this works before applying this to any production data. MASS is a very powerful tool.
I have 100000 sales orders whith an incorrect price and I would like to do a massive condition update with pricing type "B" (Carry out new pricing). Is there a Transactionaction or program for this?
Go to VA05 execute the report. Select all sales orders you want to update the price, Go to the Menu EDIT --> MASS Change ---> New Pricing. System will display all the re-pricing options. Select B. It will re-price all the sales orders.
You can try for one or two order initially check the results and if it is OK, then you can do for others.
How to do rebate processing
Rebates Processs in SAP is divided into three components 1) Configuring Rebates 2) Setting Up Rebates 3) Managing rebate agreeeements and payments
Pre-requsiistes- Check the following: 1.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab. 2.The Billing type must be marked as relevant for rebates. 3. The Sales Organisation must be marked as relevant for rebates.
Condition Technique : Rebates, use the condition technique, but distinguish themselves from pricing in applying to Transactionactions over time, versus on a Transactionaction basis. Rebates have their wn field catalog and their own condition table naming convention.So you could have two condition tables "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using Transactionaction SE 16.
Use create access sequence (AS). Enter 1 in field category for rebate specific. As after going thru the right path of maintaining access sequence for rebates.
The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS. This means multiple tables for an access sequence can be aplied at the
same time. Rebate related condition types are identified by codnition class -C.
After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which imply that the accruals are calculated on the basis of invoice/bill.
The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u wants to see reabtes at order time.
Now payment of rebates: Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period.
These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created Customer account/ is debited and Accrual provision account is credited.
Rebate Process with Ref. to SO
Rebate agreemnts is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreeements specifying the rebate rate + the accrual rates.condition records specify the rebate rate and the accrual rates.
Consider an example.
You decided to give a rebate of 3% to a customer whose sales vol is $1000 for a particular SO Then the rebate value is $30..
Now when you make the rebate settlement by doiing the Credit memo and you decide to pay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer
Procedure: Rebate agreement: Transactionaction code: VB01 When you go to VB01, choose agreement type 0002 and then in conditions give Material rebate 1 20 2 30
Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6
Now check VB03 and see rebate agreemtent it will say Accruals 120 and payments 0 since your rebate is not settled still.
Rebate setllement Go to VB02 enter ur sales deal no, and change the agreemetn status to B then enter Shift+F12 and enter the amount to be paid for example u say $80
Then check in rebate payments rebate doc and partial setllemetn since you have not paid in full.
View the credit memo request Remove the Billing bloock Go to VA01 and put order type G2 ,,,go to create with ref and enter ur Sales order no,,,save the doc now...
Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting
1. Which agreement type I should consider, is this custmer rebate (0003), material rebate(0002) or Rebate on the basis of sales volume(0005), because here client is not offering rebate on Sales volume in rupees or dollar. He is only concerned with totat sales in kiloleter (Quantity). As per rebate agreement concern rebate is offered in percentage. Please guide me for scenario.
If your distributors are fewer (far less than 900 materials) then you should go for only customer rebate.
2. Guide me for conditions types and scale basis for maintaining condition records.
When creating customer rebates (T:VB01) select customer rebate, there you will see a header tab: Conditions , click it add how many customers you want. For each customer you can create scale based conditions (under the heading tab :Scales).
3. Is it necesary to maintain condition record for every material and every customer defining the scale? Because in this scennario client is going for incentives scheme for each material and each customer (distrbutor).
No need to create condition record for every material if you create customer rebate.
Customer Master
How to create the customer master?
The following are the T-codes for central creation of customer master.
XD01 Create Customer (Centrally) XD02 Change Customer (Centrally) XD03 Display Customer (Centrally) XD04 Customer Changes (Centrally) XD05 Block customer (centrally) XD06 Mark customer for deletion (centr.) XD07 Change Customer Account Group XD99 Customer master mass maintenance XDN1 Maintain Number Ranges (Customer)
You need to identify various parameters within each Account group based on which the reco account is identified within the customer master.
Customer master is basically divided into 3 tabs. - General - General master details, Juristiction codes, Region, Transactionportation zone, export data, etc.
- Company data - payment terms, account management, reco account, insurance etc. - Sales data - Sales product attributes, sales office, sales group, customer pricing procedure, Cust. Statistical grp, - Shipping data - Billing data - Partner functions.
You can create a customer based on 3 views: 1. For Account purpose FD01/FD02/FD03 etc 2. Sales purpose XD01/XD02/XD03 etc. 3. Centrally VD01/VD02/VD03 etc.
What is the Function of item category and item category group? Item Category determines the processing of any Item/material that we enter in a sales order and in this way it also effects the procesing of any sales doc in which it is used.
Item Category Group is one of the component which along with the Sales Doc Type, The Item Usage and Higher Level Item Category decide about the Item Category in a sales doc.
Short SAP SD Questions 2
1. How can we know whether the customer is one-time or regular?
One can maintain Account Group for One-time customers. By which we can identify one-time customers.
2. What happens when you do not enter a value for a manual and mandatory condition type?
The pricing procedure will reject the conditions in the sales order
3. Do header condition type have an access sequence?
No
4. Org structure: Relation between Company - Sales org One-to-Many Sales Org - Plants & company vs. Plants
Company - sales org - credit control area
What are sales area and its components?
Sales area consists of Sales Organisation, Distribution Channel and Division.
5. What are legacy systems?
The Existing system on which current system is working, from which the current system will be migrated to SAP system
6. What is cut over strategy?
Cutover strategy depends upon how the organizations design their data load strategies. Normally, you decide the sequence of Data loads for Configuration settings, Master data, Transactionaction data which follows whom and then you make a copy of the system as a Production system a day before and after checking the successful data loads, you go-live 100% or partial again depending upon organizational setup and policies.
Cutover planning is highly site specific. There's no thumb rule. The stock data as on the date of going live should be correctly entered. But stock being a highly dynamic quantity, the strategy for loading should be crystal clear. Then you have to load all the back dated Transactionaction on the stock. Some stock comes into your plant/storage location as return and some stock is actually delivered to your customer through sales orders of various kinds.
7. What are Cumulative Condition Records?
There is a field:- "condition update" during configuration for a condition type (at v/06)... has it anything to do with cumulative condn. Records.
8. IF you have 3 different access sequences for one condition record then in a pricing procedure in what hierarchy will you maintain the three accesses?
In Condition Records (T Code VK11), you would be putting values to corresponding Condition Types. Now one Condition Type can be assigned to one access sequence. In Access Sequence, you can assign whichever tables and fields are required. So in my opinion, you cannot have one condition record for 3 access sequences.
9. What happens in the access sequence when you put all the ticks in the exclusive field?
When you put tick in exclusive field of all access sequences, in my opinion, it will try to get available data from the first. Only in case, data is not available, will it move on to the next one.
10. What is meant by delivery group?
Delivery Group is basically grouping all individual deliveries for Billing. It should have the same Ship to Party, Shipping Point, etc.
11. What triggers the automatic creation of PR or PO in case of third party sales?
In item category we can set "automatic PO" so that PO and PR will automatically generate after saving the order.
You never change the item category configuration to "automatic PO". It is the schedule line category type which triggers the automatic PR creation.
12. What are the steps that are required to include sales person as a partner function in the partner determination?
Partner function sales represenative or person responsible these two we can add through partner funtion in partner procedure.
13. What is z Transactionaction?
We copied standard TC or object and rename it by Z its basically stnd name which will start from Z (User defined)
14. Can you create sales order for 40 items if the quotation is sent for 30 items?
Yes.
15. What is the importance of requirment field in access sequence?
System will not go to asscess condition type system will reply through formula.
16. What makes the immediate delivery in cash sales?
Order type immediate delivery switch on.
Short SAP SD Questions 3
1. What is change request and task? What was your task no.? I need an example or a task no. that is being used in your project to clear few things in my mind?
The Change Request is that request when you do some thing new in customizing or configuration in the system. The system will automatically pop with the change request pop box , when you can give request name as defined by the system or can give your own request name with heading of what changes you have made while customization. The system will generate a request number and you save it. (e.g.:- VEDK-2785467) VEDK- means the Clients System name then followed by the system generated request number.
Now when you want to release the request you have to use the T-code SE10 where you can see the requests under the heading modifiable or released. Go to the modifiable option. Each request will have again an internal request number. First you have to release the internal request and then release the external request number. This will in turn released by the basis guys thru the T-code SM64 in a group when all the requests are pooled from different users.
The task which you have mentioned in your question is nothing but the what task you have performed while customizing the client system and the heading name which have given it for that task and generated a request for that task.
2. What is your client Number in the project? Like how we have 800 for IDES?
Generally like IDES client, when you are in the project, the client is also given a number called client number. So while implementing a project The entire implementation is done under phases and in different Client no Servers.
e.g.:-take a company called ABC which is implementing SAP. So the Client is given a number in the following manner by the SAP Implementers at the site
291- Sand Box server (Initial Testing scenarios Server) 292- Development Sever (With client data of minimum 15 days Transactionactions) 294- Testing Server (the scenarios developed in development server is tested here) 295- Golden Master Server (Quality cum Testing Server) - checked finally before Transactionferring to production server 296- Production Server (where the clients live data is stored and daily business Transactionactions are done)
3. Few client requirements for customer master, material master, Organization and Transactionactions.
The client requirements may be in the form of customized reports and queries which are supposed to be suited according to their business process. Generally the requirements would be coming from the BPO's (Business Process Owners) who will deputed for each module e.g.:- SD, PP QM FI) by the client as they would be expert in their areas and module who under the business processes as they clients Project Team members. They are whole and sole responsible to get the implementation done and meet the requirements raised by them and the other users from the client’s side.
Generally before starting the implementation the entire organization structure and the organizational elements are freezed and a skeleton structure is prepared and then along with BPO's requirements the system is 1st configured and then the customization is started to suit the Clients specified requirements.
Now as far as the Transactionactions are concerned not all the users are allowed to run all the Transactionactions. Here the user roles are defined as per the BPO's (i.e., the user is given authorization only to run certain Transactionactions depending on the levels and stages in his area of specialization like in SD module the entry level user is only allowed to enter the data like creation of Sales orders or delivery and billing and the next level is give the authorization for changes to be made for that same data that is entered by the entry level users. The next higher level -Supervisor is given a few more Transactionaction authorization which will be above these mentioned users)
Here the reports are segregated like Higher Management Reports, Middle Management Reports where by again authorization is given those heads(Head of the Depts. or the Plants heads or GM etc.,) to run certain Transactionactions which allow to view reports that are needed daily by the management.
How to restrict users for not changing some fields in T-code va02?
There are two ways to do this: - Make a Transactionaction variant thru SHD0 and assign it to your sales doc. While creating the variant you can place non-changeability ticks on specific fields. Next allow those users only to work with your Transactionaction variant but not with the original Transactionaction. - You could make use of user-exit FORM USEREXIT_FIELD_MODIFICATION in include MV45AFZZ (via authorization objects, which you can assign in role customizing). The latter is more flexible but it is not feasible if you want to place restrictions to a large amount of fields. *-- Sabir
How can we delete the Sales Orders? How can an invoices be cancelled or deleted?
You can very well delete sales order using Transactionaction VA02, but with a constraint that no subsequent document is created against it.
Invoice can be cancelled using T cose VF11 and then you can reverse the Goods Issue using VL09 and making the picking quantity zero in the deivery document and delete the delivery order using VL02n . You can then delete the sales order then.
You cannot delete an Invoice. You can only cancel it with (VF11) if the relevant accounting document is not been generated. Ask your FI guy to reverse the accounting doc. Only after the accounting doc is reversed and/or deleted, you can cancel your invoice. You also need to check if any TAX documents are generated with your Invoice. You need to reverse/delete those documents also
Consignment Sales Process in SAP
The consignment process in SAP standard consist of four small processes:
Consignment fill up (send materials to customer consignment).
Here you have a consignment fillup order and a consignment fillup delivery.
Consignment issue (issue materials from customer consignment to the customer).
Here you have a consignment issue order, consignment issue delivery and a consignment issue invoice. (the flow is very similar to a normal OR flow, but the materials are issued from the consignment stock instead of plant stock unrestricted).
Consignment return (return materials from customer ownership to customer consignment).
Here you have a consignment return order, consignment return delivery and a consignment return invoice. (the flow is very similar to a normal RE flow, but the materials are returned to the consignment stock instead of plant stock returns).
Consignment pickup (pickup consignment stock and move it to plant stock).
Here you have a consignment pickup order and a consignment pickup delivery.
Note that in consignment fill up and consignment pickup there are no invoices since there is no change of ownership for the materials.
How to perform a consignment order?
In consignment orders you are allowing the stock to sit in your customer location. Once he informs that he used the stock you will invoice him. If he returns the stock you will accept the stock to take it back.
It is defined in 4 steps.
1. Consignment fill up:
Sales document type is KB
Item category KBN
shedule line category E1
In this step, you are not invoicing the customer. document flow is sales order ---- delivery item category. It will not be relevent for billing and pricing because you are not charging money for these goods in this step.
In schedule line category, you will set movement type 631 & set for availability check and TOR.
2. Consignment Issue.
Once the customer informed you that he used all the goods or partial goods then you will create consignment issue for used goods.
Sales document: KE
Item category: KEN
Shedule line category: C0 or C1
Here you are invoicing the customer (because he used the goods). You are assigning the delivery documnt and billing document to the sales document.
In item category, you are setting relevent for billing, pricing, special stock.
In schedule line category, your setting is 633 movement type, relevent for availability check & TOR.
3. Consignment Return:
Customer found that some goods are damaged or he not able to sold the goods he want to send it back. That you are creating this document.
Sales document type: KR
Item category: KRN
Shedule line category: D0
You will assign delivery document and billing to sales document. you will create return order, return delivery, return billing.
Your setting item category relevent for billing, returns, pricing, special stock.
Your setting schedule line item category: 634 movement type, NO availability NO TOR.
4. Consignment Pick up:
Even if you create the consignment return the goods are not come to direct to your plant. For that you need to create consignment pick up. Here the owner ship is not changing so you do not need to create billing.
Assign retrun delivery to sales document type.
Sales document: KA
Item category: KAN
schedule line category: F0 & F1
Your setting item category relevent for returns. any shedule line category relevent for 632 movement type, MRP, availability check, delivery.
Number Ranges In Sales Order
This is regarding number ranges defining and assigning tips which you can follow as below:
Whenever there is a new Sales Org being created, you will be required to maintain Number Ranges for Sales Documents which are allowed for your New Sales Area.
Number Ranges can be maintained Internally by the system, however it can be maintained externally also if you customize it accordingly.
In Standard SAP the Transactionaction code for Maintaiing Number ranges externally is VN01.
Defining - The same can be reached through in IMG as : Sales & Distribution-->Sales-->Sales Document Header-->Define Number Ranges for Sales Documents.
Here you provide the system a specific Number range as follows:
Number range Key +Start Number range+ End Number Range+Current Number
For Example: If you want to propose the following Number Range
*1 9000076000 9000076999 0
The Current Number field will be kept zero as you are proposing new number range and no sales documents have been created on it , Obviously..
*1 is a Unique Two digit Alphanumeric Key, while proposing your key, you should ensure that it should not be there in the system as existing.
If you propose a key that is there in the system or if the Number Range (Start and End Series) is there in the system already, the system will throw a message that Interval already already exists. So choose a key that is unique, and which is not there in the system.
Here , by making this , you are assigning a Key to a Number Range Series.
All the symbols can be used along with numbers from 0 to 9 and Alphabets from A to Z and in any order. For example: !1, ^A, BB,Z*,M2.........
Assigning - In Assigning, you assign the particular Sales Document to the Number Range you have already proposed as above.
The Assigning Part is done as follows:
The Two digit Alpha Numeric Key is maintained or Assigned to the respective Sales Document type in V0V8.
Locate the particular Sales Doc Type, and double click on it to display it configuration. Here you put the Two Digit Number key in the Field- "Number range External Assignment"
Besides this:
If a new Shipping Point is created then Delivery Number ranges are required to be maintained.
Similarly,
If a new Plant is created then Billing Number Ranges are required to be maintained.
What is Debit note and Credit note
What is Debit note and Credit note? What is the purpose? How we create?
1. A Transaction action that reduces Amounts Receivable from a customer is a credit memo. For eg. The customer could return damaged goods. A debit memo is a Transaction action that reduces Amounts Payable to a vendor because; you send damaged goods back to your vendor.
2. Credit memo request is a sales document used in complaints processing to request a credit memo for a customer. If the price calculated for the customer is too high, for example, because the wrong scale prices were used or a discount was forgotten, you can create a credit memo request. The credit memo request is blocked for further processing so that it can be checked. If the request is approved, you can remove the block. The system uses the credit memo request to create a credit memo.
You can use credit memos in Sales and Distribution (SD) for assigning credit memo requests to the open invoices and in Financial Accounting (FI) for assigning credit memos and payments to the open invoices and carry out clearing with them. If you use both Financial Accounting (FI) and Sales and Distribution (SD), there is a 1:1 relationship between the credit memo request and the credit memo item posted in Financial Accounting (FI). As soon as you bill the credit memo request together with other sales orders, or distribute the items of one credit memo request to several billing documents, the assignment is no longer valid and the system will not process it.
For credit memos, credit memo requests, and payments, you have the following assignment options:
- Assignment to a single invoice
- Assignment of a partial amount to an invoice
- Assignment to several invoices
When you post credit memos, the payment programme processes them automatically. If the credit memo is specifically related to a particular open invoice item, the payment program automatically attempts to offset the credit memo against the open item. If it is not possible to completely offset the credit memo against an invoice, you can post a debit memo to the vendor, who is to reimburse the amount. Then you can apply a multilevel dunning program.
3. Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. If the prices calculated for the customer were too low, for example, calculated with the wrong scaled prices, you can create a debit memo request. The debit memo request can be blocked so that it can be checked. When it has been approved, you can remove the block. It is like a standard order. The system uses the debit memo request to create a debit memo.
4. As mentioned above, creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. For this first create a sales document with the order type for a credit or debit memo request. You can create the debit or credit memo requests in the following ways:
– Without reference to an order
– With reference to an existing order
Here you enter which order the complaint refers to.
– With reference to an invoice
Here you enter which invoice the complaint refers to.
In all cases, you specify the value or quantity that should be in the credit or debit memo
5. You can block the credit or debit memo request from being billed in Customizing. Go to Sales -> Sales Documents -> Sales document header -> Define sales document type and select the billing block field in the billing section. This request can later be reviewed along with similar ones, - if necessary, by another department. The request for a credit or debit memo can then be approved or rejected.
Tables/Tcodes in SAP SD
Important Tables for SAP SD Sales and Distribution: Table Description Customers
KNA1 General Data KNB1 Customer Master – Co. Code Data (payment method, reconciliation acct) KNB4 Customer Payment History KNB5 Customer Master – Dunning info KNBK Customer Master Bank Data KNKA Customer Master Credit Mgmt.KNKK Customer Master Credit Control Area Data (credit limits) KNVV Sales Area Data (terms, order probability) KNVI Customer Master Tax Indicator KNVP Partner Function key KNVD Output type KNVS Customer Master Ship Data KLPA Customer/Vendor Link Sales Documents VBAKUK VBAK + VBUK VBUK Header Status and Administrative Data VBAK Sales Document - Header Data VBKD Sales Document - Business Data VBUP Item Status VBAP Sales Document - Item Data VBPA Partners VBFA Document Flow VBEP Sales Document Schedule Line VBBE Sales Requirements: Individual Records SD Delivery Document
LIPS Delivery Document item data, includes referencing PO LIKP Delivery Document Header data Billing Document VBRK Billing Document Header VBRP Billing Document Item SD Shipping Unit VEKP Shipping Unit Item (Content)
VEPO Shipping Unit Header
SAP SD Transactionaction codes List
The most frequently used Transactionaction codes are as follows: 1. VS00 - Master data 2. VC00 - Sales Support 3. VA00 - Sales 4. VL00 - Shipping 5. VT00 - Transactionportation 6. VF00 - Billing Others as follows: At Configuration: 1. VOV8 - Define Sales documents type (header) 2. OVAZ - Assigning Sales area to sales documents type 3. OVAU - Order reasons 4. VOV4 - Assign Item categoreies(Item cat determination) 5. VOV6 - Scedule line categories 6. OVAL - To assign blocks to relevant sales documents type 7. OVLK - Define delivery types 8. V/06 - Pricing 9. V/08 - Maintain pricing procedure 10.OVKP - Pricing proc determination 11.V/07 - Access sequence Enduser: 1. Customer Master Creation-VD01 and XD01 (for full inclu company code) VD02 - Change Customer
VD03 - Display Customer VD04 - Customer Account Changes VD06 - Flag for Deletion Customer XD01 - Create Customer XD02 - Modify Customer XD03 - Display Customer 2. Create Other material ----MM00 3. VB11- To create material determination condition record 4. CO09- Material availability Overview 5. VL01 - Create outbound delivery with ref sales order 6. VL04 - Collective processing of delivery 7. VA11 - Create Inquiry VA12 - Change Inquiry VA13 - Display Inquiry Sales & Distribution Sales order / Quote / Sched Agreement / Contract • VA01 - Create Order • VA02 - Change Order • VA03 - Display Order • VA02 - Sales order change • VA05 - List of sales orders • VA32 - Scheduling agreement change • VA42 - Contract change • VA21 - Create Quotation • VA22 - Change Quotation • VA23 - Display Quotation Billing • VF02 - Change billing document • VF11 - Cancel Billing document • VF04 - Billing due list • FBL5N - Display Customer invoices by line • FBL1N - Display Vendor invoices by line Delivery • VL02N - Change delivery document • VL04 - Delivery due list • VKM5 - List of deliveries • VL06G - List of outbound deliveries for goods issue • VL06P - List of outbound deliveries for picking • VL09 - Cancel goods issue • VT02N - Change shipment • VT70 - Output for shipments Transactionaction Codes 1 How to configure tax?
Use the following Tcodes: OBQ1 --- CONDITION TABLE OBQ2 --- ACCESS OBQ3 --- TAX PROCEDURE CAL OBBG --- ASSIGN COUNTRY TO TAX PROC OVK3 --- CUSTOMER TAX CATEGORY OVK4 --- MATERIAL TAX CATEGORY OVK1 --- TAX DETERMINATION RULES OVK6 --- ASSIGN DELIVERY PLANTS and thenVK11 to maintain the condition record for the tax rate.
I raise a sales order and is getting a error stating that "sales area is not defined".
1) At SPRO-->SD-->Sales header-->Assign Sales area to Sales document - Combine your Sales Organisations, Distribution Channels & Divisons
2) At VOPA-->Assign Partner Determination procedure to your Account Group of Customer Master you are using.
3) At VOPA--> Assign Partner Functions to your Account Group & Partner Determination procedure
Steps to create a Vendor Master Data at the client level and how do we extend it to different company codes?
Follow the following steps:
1. Create a vendor account group OBD3
2. Define no. range for vendor account group XKN1
3. Assign number range to Vendor account group OBAS
4. Define tolerance Group for vendor OBA3
5. Create 2 GL accounts FS00
a) Purchases A/c
b) S. creditors A/c
6. Create Vendor master data XK01
7. change/block vendor master data XK02/XK05
8. Define document type and no. range OBA7
a) KA
b) KG
c) KR
d) KZ
How to find the strategy group in sap sd?
Menu path for Strategy Group is:
Spro --> Production --> Production Planning --> Demand Management --> Planned Independent Requirements --> Planning Strategy --> Define Strategy Group.
OPPT -- Maintain Starategy Group
We can see Strategy Group in Material Master Record - MRP 3 - Planning -- Strategy Group. 10 - For Make to Order 20 - For Make to Stock
Task Specifc SD Transactionaction Codes 2
Where do we maintain "Item Category Usage" at the master level?
Spro --> Sales and Distribution --> Sales --> Sales Documents --> Sales Document Item --> Define Item Category Usage
Item Category Usage: item category usages which control the usage of an item. Item category usage controls, for example, the system response if during document processing an item does not refer to a material but to a text item. Item category usage can also be maintained via the item categories
In contracts we are creating quantity contract and value contracts in that we only put the validity period after validity period that contract will close,but customer want before one month closing the period system should alert with popup box like this contract is going to close, for this sales manager can follow up the customer for renual the contract.
Getting a pop-up when the Contract is going to expire is not a Standard SAP thing. For this you need to do some programming. Instead of this the Std system has a reminder system where in the open Contracts and Quotaions are popped up when you about to create a sales order.
This setting is in the Sales order header , Goto -- VOV8 --- Quotation and Outline agreement messages
If you want to have different number range for different sales area where the settings to be done.
Number Rage are use to define what number to be assign to sales document type. Number range can be assign Internal or external.
In internal number range system automatically assign a number to sales document according to number range define in system.
In External number range user manually assign number to sales document.
For Assigning Number Range use T-Code VN01
Standard SAP SD Reports
Reports in Sales and Distribution modules (LIS-SIS):
Sales summary - VC/2Display Customer Hierarchy - VDH2Display Condition record report - V/I6Pricing Report - V/LDCreate Net Price List - V_NLList customer material info - VD59List of sales order - VA05List of Billing documents - VF05Inquiries list - VA15Quotation List - VA25Incomplete Sales orders - V.02 Backorders - V.15Outbound Delivery Monitor - VL06oIncomplete delivery - V_UCCustomer Returns-Analysis - MC+ACustomer Analysis- Sales - MC+ECustomer Analysis- Cr. Memo - MC+IDeliveries-Due list - VL04Billing due list - VF04Incomplete Billing documents - MCV9Customer Analysis-Basic List - MCTAMaterial Analysis(SIS) - MCTCSales org analysis - MCTESales org analysis-Invoiced sales - MC+2Material Analysis-Incoming orders - MC(EGeneral- List of Outbound deliveries - VL06fMaterial Returns-Analysis - MC+MMaterial Analysis- Invoiced Sales - MC+QVariant configuration Analysis - MC(BSales org analysis-Incoming orders - MC(ISales org analysis-Returns - MC+YSales office Analysis- Invoiced Sales - MC-ESales office Analysis- Returns - MC-A
Shipping point Analysis - MC(UShipping point Analysis-Returns - MC-OBlocked orders - V.14Order Within time period - SD01Duplicate Sales orders in period - SDD1Display Delivery Changes - VL22
Sales Information System
What is the Difference/Similarities between LIS and SIS
The Logistics Information System (LIS) is made up of the following information systems:
Sales Information System Purchasing Information System Inventory Controlling Shop Floor Information System Plant Maintenance Information System Quality Management Information System Retail Information System (RIS) Transactionport Information System (TIS)
Out of this SIS (sales information system ) is one.
In the standard system, the following information structures are available in the Sales Information System:
These information structures form the data basis for the respective standard analysis of the same name.
In addition to the above information structures, the standard shipment also includes information structures that are used internally (S066/67 Credit Management, S060 rebate processing and S009/14 sales support).
I am trying to see the standard analysis for the customer in MCTA Transactionaction. But it is not showing all the invoices which I done in a day. It shows only a latest created invoice details.
MCTA is reading data in table S001, which will not give invoice details as this is a summation of data based on the billing date. T-code MCVV will allow you to simulate how a single invoice would update all SIS structures.
You would need to create a custom SIS structure and add the invoice as a characteristic. Use S600 - S999 in the customer namespace then MCSI to execute any custom reports.
Run MC22 and re-generate your info-structure (make sure you play with S001).
Create new invoices and run MCTA again.
How to Maintain Output Types in SD
When I am creating a bill and saving it and then giving issue output to and then header preview, the system does not respond. Should I maintain condition records? Where and how to maintain?
For getting any output either by print, Fax, or any media you have to do output determination. output determination is also carried by Condition techniques. The detail procedure for Output Determination is :
OutPut Determintaion:
Output is a form of media from your business to one of its business partners or it can be within the organization. The output can be sent to any of the partners defined in the document. Outputs are usually in the form of Order Confirmations, Freight List, Delivery Notes, Invoices & Shipping Notifications. Determining form of output is output determination.
Types of Output:
Print Output, Fax, Telex, E-Mail & EDI (Electronic Data Interchange)
--> PRINT OUTPUT:
Configuration path: ( following are the steps)
1) SPRO-> IMG-> Basic Functions-> Output Control-> Output Determination-> Output Determination using Condition Technique- >Output Determination for Sales Documents (or you can use output determination for billing documents depending on your requirement).
2) Create Condition Table: select the field Sales Doc Type from field catalog & Save
4) Assign condition table to access sequence. Select Accesses line item and Go To Fields. Fields will display the fields we have selected in the condition table i.e. sales doc type.
Maintain Output Types:
AF00: Inquiry
AN00: Quotation
BA00: Order Confirmation
LD00: Delivery
RD00: Invoice
Select BA00 & Copy & Rename. Give the same 4-digit code as given to access sequence.
You Can Maintain:
Languages of Output
Partners (to whom you need to send output)
Print Program- print specification
Sap Script- layout
Assign Output Types to Partner Functions: go to new entries & assign your output type to partner functions.
Maintain Output Determination Procedure: V10000 (Standard Procedure). Go to new entries and create your own 6-digit code with description. Select the procedure, go to Control Data. Here mention the output type i.e. condition type and leave requirement and manual only columns as blank.
Determination Rule: link the 6-digit procedure code to doc types.
Create Condition Records: VV11. Select document type and click on Communication. Mention partner function, medium, time. Output device: LP01, Spool request Name: SD_003, Suffix 2: order_confir & flag on print immediately.
Once you press enter you will come across 2 key combinations:
Sales organisation/ Customer Number: fill SO, Customer No, Partner Function Abbreviation, Partner to whom the output should be sent, time, medium, language.
It contains: Sales Orgnisation, Customer, Partner Function (The abbreviated form of the name that identifies the Partner) (During output determination, the system determines the recipient of the output from the master record for the specified partner function. In this field, you can explicitly specify a recipient that will override the standard partner. There must also be a master record for the partner that is specified explicitly.), Medium, Time & Language.}
Order Type: Document Type, Partner Function (abbreviation), Partner, Medium, Time & Language.
Path For Output Determination For Sales Documents: Logistics -> Sales/distribution -> Master data -> Output -> Sales Document -> Create (t-code VV11)
Path for Output Determination for Delivery Documents : Logistics -> Sales/distribution -> Master data -> Output -> shipping -> Create ( t-ode VV21)
Path for Output Determination for Billing Documents : Logistics -> Sales/distribution -> Master data -> Output -> Billing Document -> Create ( t- code VV31)
Printing Block for Credit Block SO
Can we get the print if the order /delivery are blocked after static credit limit check?
Please follow the below path:
IMG - Logistics Execution - Shipping - Deliveries - Define Reasons for Blocking in Shipping - Execute
- Define Reasons for Blocking in Shipping -
Here select the delivery block that is blocking your order/delivery, and uncheck if the option Print is checked.
DB Delivery block descr Order Conf. Print DDueList SpK SpW
01 Credit limit
02 Political reasons
03 Bottleneck material
04 Export papers missng
05 Check free of ch.dlv
06 No printing
07 Quantity Change
08 Kanban Delivery
Printing block field:
Indicates whether the system automatically blocks output for sales documents that are blocked for delivery.
Example : In the case of sales orders that are blocked for delivery because of credit reasons, you may want to block the printing of order confirmations.
Note: The particular output that is affected by a delivery block is determined in output control.
PS: If the document is exceeds by the credit limit output type will not determine and as well as we should not give the output type in sales order. We have to assign the routine 2 to sales order output types and 3 routine to delivery output types to restrict from output if the docuement exceeds by credit limit
Authorization Concept in SAP R/3 - How to define User Roles, Profiles and authorizations in SAP.
SAP R/3 uses a very complex mechanism to assign users access to system. SAP uses Authorization
Objects to assign authorizations to users. An authorization objects works as a template for an
authorization to be defined. One point to note here is that there are a maximum of 10 fields per
authorization object. For users to conduct an activity in SAP, their user profiles should satisfy the
authorization check for each field in the authorization defined on a specific authorization object.
To take an example, if a user wants to create a new company code, the authorization object is
F_SKA1_BUK - G/L Account: Authorization for company codes. User is given authorization to
authorization object
mentioned above with the relevant fields. Authorizations in SAP are classified as General authorizations,
Organizational authorizations or Functional authorizations. In our example above, authorization object
F_SKA1_BUK has been assigned to function for creating a general ledger master records. SAP can be
configured to check authorizartions at the company code level, chart of account level, individual master
record level so as to prevent user access. I will discuss more on SAP authorizations in my future posts.
What is the difference between the Avaialbility check 01 (Daily requirement) and 02 (Individual Requirement) in material master?
01 and 02 are the checking group. Availability check is carried out with the help of these checking group and checking rule. Checking group 01 and 02 are maintained on the material master.
01 - Individual requirement -For this system generates Transactionfers the requirement for each order to the MRP .So that MM can either produce or procure.
02- Collective requirement.-In this all the requirements in aday or in a wek are processed at a time. System stores all req and passes on to the MRP in MRP run.In this system performance is high however you can not do the backorder processing whereas in other you can do. *-- Vishwajit
1. What exactly is automatic posting can you explain?
1. Automatic posting could be, posting of accounting documents to FICO once invoice is created which can also be controlled manually. Automatiaclly detremine the freight while pricing in ship doc. and post to the relevant account to fico. usually automatic posting is posting of documents to FICO based on variuos account keys and account groups.
2. How many clients we will create in land scape (like in development server, quality server, production server ) if we are creating more than one in each server what is exact use of that client.
2. Client landscape : Basic layout : dev -testing- production also - Sandbox env. for trial and error - Development env. for actaully creating Transactionports(CTS) - Global env. If you have global implementations at different client locations (eg; canada, US, UK) (for testing purposes with actual master dataas well) - Testing env.(for regression testing purposes before moving to prodcution, integration etc..) - Prod. env. the actual production system The clients could be variable and could be created to a specific env. usually a dev. where abap, functional would mess around. say : client 100-functinal consultants client 300- abapers client 400- other users(like super etc)
3. How we will configure export sales in sd (respect to plants assign and sales process)?
4. How we can do invoice split depending on item category in which scenario we will use?
4. You first need to go for copying controls either from sales to billing (invoice) or delivery to billing or billing to billing use Transactionactions (vtaa,vtaf,vtla,vtfa,vtfl,vtff) all possibilities for copy controls. this basicly is flow of doc to doc. (may it be sales to billing, del to bil, or bil to bil etc..) -> this is where you see the Item category and you control whether split is possible or not with the indicator"B". eg: representing split in invoice based on item category. The field here "data VBRK/VBRP" (headre/item)whcih actually is used for splits or combining different deliveries. create a splitting rule using VOFM (you need access key to get here). Here you define comparisions for the fields at header table and item tables and the comparision fields say SPART"division". "purchase order "BSTKD Instance: 5 sales orders combined into 2 deliveries and the split at the invoice would be 5 individual billing with respect to fields PO and DIv. of each sales order would let you create 5 billings. You need to define the exact "field" in the comparisions both at header and item level that could lead to invoice split. the key here is the field that is different from header to item will cause split at the item level.
5. Can any one explain how we will configure milestone billing , periodic billing and which scenario we will use?
5. Menu path: IMG->sales &distr->Billing->billing plans->define billing plan types.
You set the start date and end dates if applicable to the type of billing you are using. What time to be billed (end of month, start of month etc..) Milestone is a billing plan type where a customer is billed for the amount distributed between the dates until total value is reached eg: if the total billing amountis 1000 USD for a year. You will bill the customer in different amounts say 200, 500, 300 at different intervals as per customer agreement. On the other hand Periodic billling is billing the customer for the total amount(here 1000 USD) at regular intervals peridically until the customer agreement is reached. eg: 1000/12 for a 1 year agreement and say billed at the 1st day of every month.
6. What are some pricing routines and sd functional specs?
6. Form routines for prcing and variuos other functions can be maintained form routines are something todo with ABAP code. Go to (VOFM) where all requrements whcih are represented by form routines can be maintained. Requrements are available to be assigned where access sequenses are used (for determination procedures, here pricing). Once the tcode VOFM is accessed you will see requrements and go select "pricing" again you need access key to create your own or copy a routine. Say you want header price not to have effect the item pricing, you need to go to the program to change abap code to meet the requirement. this specific requirement you created will be assigned in the pricing proc. determination "requirements field" usaully with a number beyond 600. Note: make sure you activate your routine for its effect to take place
1. What is the purpose of text determination, account determination, partner determination, output
determination,storagelocation determination
Answer1:
Text determination: For Transactionferring information from material or customer to order/delvery or
invoice (and anything inbetween)
Account determination: For Transactionferring financial and costing information to proper financial docs
Partner determination: For determing who is is legally resposible for A/r, who the goods are going to and
whatever else you waana drive through this functionality.
Output determination: What kinda output does a sales/delivery/billing document create and who gets it,
where?. For example A partner might get an EDI notification for a sales order just confirmed, whereas a
financial/leasing company gets the invoice!
Answer2:
(a) Text Determination: Any Texts in Masterial Master/Material Determination/Order/Delivery , etc is
meant to convey messages to the subsequent documents for compliance. e.g. "Give Top Priority" message
mentioned in Order is meant for Production Dept. (b) Account Determination:is integration between
Finance and SD. The A/P along with Account Keys need to be allocated accordingly with combination of
Account Determination Group for Customer and Material if required. (c) Partner Determination:To
identify which type of Partner it is so that if required for same Customer different Partner Functions may
be required e.g Only One Sold To Party per Customer. More than One Ship to Party/ Bill to Party/ Payer
possible. Accordingly different Masters will have to be created. Useful for despatch of Material in casae
of Ship to Party, sending Bill in case of Bill to Party and payment followup/Dunning in case of Payer. (d)
Output Determination: What type of Output (Fax/Mail, etc) is required, where and in what Format(ABAP
Customisation may be required in some cases especially Invoices). (e) Storage Location Determination:
depends on Plant, Shipping Point and Storage Conditions
5. What do you do really in pricing determination, and what are the main deifferences between
pricing procedures?
Answer:
We determine how the prices are calculated, taking into account sales area(sales org, distribution channel,
division), document type and customer(generally sold-to-party).
The main differences between pricing procedures would be the differences as we mentioned above, from
the point of view of field entries. Coming to the output and the procedure, Suppose the condition types
used will be different and hence the following whole procedure. One pricing procedure determination to
the others, which data control these differences
6. What type of reports generally a support consultant maintain and report
Depends on Customer requirements.
7. What are interfaces used generally an indian organisation which is in retail business and and
which is in banking business and oil business.
8. What is the purpose of shipping point determination not menu path
So that Shipping Point is determined automatically once the settings for the same are done.
9. What and where types of copy controls we change
Copy Control: is basically meant so that Data is copied from preceding Document to subsequent one.
What subsequent Document is required is to some extent determined by Customer Requirements as well
as Document Types. e.g. In general case of Standard Order, it will be Copy Control (Order to Delivery)
from OR to LF .
10. How to and where to maintain copy controls
Check for yourself in IMG (Sales Document types and Delivery Document Types)
11. What is purpose of maintaining common distribution channels and common divisions
Common Distribution Channel and Common Divison are maintained so that if any master data like
customer or material maintained with respect to one distribution channel can be used in other DCh. It
prevents the multiplication of master records.
Eg: A customer is created for say sales area 1000/20/00 then the same customer can be used in sales area
1000/30/00 if we maintain 20 as common distribution channel. Hence no need for extending the
customers...the same for materials also.
Following is a real life question asked in the SAP SD Certification Examination. The question is relating
to one of the based concepts of SAP Sales and Distribution SD Module.
Q). What part of the company is responsible for the type of shipping, the neccesary shipping materials
and the means of Transactionport?
Options:
A) Sales Organization
Transactionportation Planning Point
C) Shipping Condition
D) Shipping Point
E) Warehouse
Answer: The correct answer is 'D' Shipping Point. Shipping points in SD represent an independent
organizational unit that is linked to a plant. Shipping points show the point of departure or receipt of
materials. In SAP, a plant may have many shipping points. However, delivery is created from one
shipping point only. The shipping point is the basic requirement for a delivery to happen in SAP SD. No
delivery can be made without a shipping point. The shipping point is determined by the system based on
the shipping conditions.
Linkages Between SAP SD and SAP FICO
Each of the modules in SAP has its own internal organizational structure based on which
Transactionactions are processed. Normally the SAP SD Sales and Distribution modules have structure
of Sales area, Sales organization, distribution channel, Sales division, Sales office etc. Similarly, the
organizational structure in SAP FICO consists of client, company code, business area etc. In SAP there
are linkages between SAP SD and SAP FICO.
For example, by assigning sales organization and plants, once can create a link with company codes
which are in SAPFI. A plant in SAP is always linked to one company code. However the same plant can
be assigned to different sales organizations. Taking the same logic, there can be different sales
organizations assigned within the same company code. Transactionactions in SAP can also occur between
various company codes. For such Transactionactions to happen smoothly, it is important to configure
linkages within SAP SD and SAP FICO. Since master data in SAP is accessed by all modules, the way
the top level organizational hierarchy is structured can play a major role in ERP integration.
SAP Sales and Distribution Frequently Asked Question
Master Data
Q: Some materials have been blocked for procurement and production. Even though deletion flag is set for a material/plant level, the order can be still entered ( with a warning message). Is there a way to block such Transactionactions for a material flagged for deletion?
A: Sales Status field in the sales organization view of the material master may be used to block any Transactionaction for the material.
Q: We can define our own exchange rate types and use them instead of the defaulted types, 'M', 'B' and 'G'. How can we overwrite default types in SD?
A: Exchange rate gets copied from the customer master record. Exchange rate types are to be maintained for the customer in the sales screen of the customer master record.
Shipping
Q: The PL00 condition is fine in delivery. But when we try to print to either the screen or printer, an error V1032 occurs. Why?
A: In order to use the Packing list PL00 (packing slip in delivery) you must do 'Packing' in the delivery note (edit->packing)
Q: we have to enter a shipping point while creating a delivery. Is it possible to create delivery without shipping points?
A: When you are releasing a sales order, choose Sales document -> Subsequent functions-> Create delivery, then the shipping point will be brought in from the sales order. In all other scenarios you have to key in the shipping point. The above described scenario will only work if all items on the sales order are to be shipped from the same shipping point.
Billing
Q: SAP allows a non-inventory item and an inventory item to be in the same document till delivery but splits at the time of creation of billing document. Can we combine a non-inventory item with an inventory item in one invoice? Can we treat it as a value item in sales order so that it is priced and then make it as a text item in delivery documents so that it appears in the same invoice and does not split?
A1: Make the non-stock material deliverable, but not pickable. Both items will carry into the delivery, and therefore appear on the same invoice.
A2: Change the copy rule for orders->invoices and deliveries->invoices to specify that invoice combination is permitted. However note that for system to create combined invoices, PO number, payment terms, sales organization, and distribution channel must be identical. Else undesirable combinations may be created by the system.
Pricing Conditions
Q: It is impossible to price at the material level (matnr) , when a material has a pricing reference (mvke-pmatn) set up against it in the master data. Pricing always look for the pref, even if a price is set up against the material and not the pref. How can we price by material and pref?
A: The field used to look up at the price is defined in Access sequence. You may find a step with PMATN as material number. If you insert a step with MATNR then the system will first look for the material, if not found (use the exclusion tick box) it will look for the pref.
Customizing
Q: We generated a new condition table. Assigned the condition to access sequence. Created a condition record. Access sequence is assigned to the output type. But when we create a billing document, output screen comes up blank for the output type. When we look up Determination Analysis, we get an error "Note 524 Access not made (Initialized Field)". What else is required to be done? A: Assign output determination procedure to the header of the document and the output type.
Q: How can we set up to have the VAT# be accepted in the Ship-To Master File Data Control screen? A: IMG->Fin. Acct.->AR and AP ->Customer acct->Master Record -> Prepare to Create Customer-> Define Acct. Group.
Q: We want to explode Bill of Material automatically at time of Order entry and explode an Equipment BOM in the sales order. What are the setting required? A: Use an item category that is configured for bills of material for having a sales BOM to explode automatically. Standard SAP item categories are : TAQ - Pricing and inventory control take place at the BOM header level TAP - Pricing and inventory control take place at the BOM item level These can be automatically derived using the item category groups ERLA and LUMF, respectively.
Q: How can we make the Customer Group 1 (or 2, 3, 4, 5) a mandatory field? A: Logistic General-> Logistics Basic Data: Business Partners -> Customers -> Control -> Define account groups and field selection for customer
Choose Customer Acct. GR. (double-click). -> Field Status: Sales data (double click) -> sales (double click) .Check the radio button against Customer Gr as REQ. ENTRY. Save the settings to make customer GR entry mandatory .
Q: Is there an user exit to copy the data into planning table? A: Use user exit MCP20001 and include ZXSOPU01.
Link Between SAP SD, MM & FI
1. In SAP you will always get integration with other modules. SD will interact with FI, MM will interact with SD :-
1a. Looking at MM and SD interaction first, take the scenario of a third party order process. This process uses a purchase order (which is sent to your vendor). Also invoice verification is used further along the process to check that the invoice you send to your customer is the same material and quantity as that which the vendor sends to you (but obviously shipped directly to your customer).
1b. Billing is an SD function. But SAP needs to know, when processing a customer's payment, to which GL account the payment has to be processed. For instance payment of a UK based material would be placed in a different GL account to that of a non-UK based material. Furthermore, a UK based customer may have a different GL account to that of an Export customer. This is configured in Account Determination.
2. ABAPers are there to essential do some bespoke development. Your integration, or interaction, with them would be when specifying the tables, fields, input fields, a simple process explanation, data mapping (if doing an interface from one system to another) etc. *-- Shahee
The link between SD and MM :-
1. When you create sales order in SD, all the details of the items are copied from Material master of MM.
2. MRP and availibility check related data is also taken from MM although you control this data in SD also.
3. While you create inbound/outbound delivery with reference to a sales order,the shipping point determination takes place with the help of the loading group, plant data, shipping conditions etc. This also refers to Material Master.
4. The material which you are entering in a sales order must be extended to the sales area of your sales order/customer otherwise you cannot Transactionact with this material.
There are many such links between SD and MM.
Now the link between SD and FI :-
1. Whenever you create a delivery with reference to a sales order, goods movement takes place in the bacgground. eg. In case of standard sales order, you create an outbound goods delivery to the customer. Here movement 601 takes place. This movement is configured in MM. Also, this movement hits some G/L account in FI. Every such movement of good s hits some G/L account.
2. The accounts posting in FI is done with reference to the billing documents (invoice, debit note, credit note etc) created in SD. Thus this is a link between SD and FI
3. Tax determination: In case of a tax determination also, there is a direct link between SD and MM
SD Integration points with other modules
SD module is highly integrated with the other modules in SAP.
(Sales Order –
Integration Points Module
•Availability Check - MM
•Credit Check - FI
•Costing - CO/ MM
•Tax Determination - FI
•Transactionfer of Requirements - PP/ MM
Delivery & Goods Issue –
Integration Points Module
•Availability Check - MM
•Credit Check - FI
•Reduces stock - MM
•Reduces Inventory $ - FI/ CO
•Requirement Eliminated - PP/ MM
Billing -
Integration Points Module
•Debit A/R - FI/ CO
•Credit Revenue - FI/ CO
•Updates G/ L - FI/ CO
(Tax, discounts, surcharges, etc.)
•Milestone Billing - PS
Return Delivery & Credit Memo -
Integration Points Module
•Increases Inventory - MM
•Updates G/ L - FI
•Credit Memo - FI
•Adjustment to A/R - FI
•Reduces Revenue - FI
Tips by: Subha
SD Transactionaction Code Flow:
Inquiry / Document type IN
Tcode for creation VA11,VA12,VA13. tables VBAK,VBAP
Quotation / QT
Tcode for creation VA21,VA22,VA23. tables VBAK,VBAP
Purchase Order PO
Tcode for creation ME21,ME22,ME23. tables EKKO,EKPO.
Sales Order OR
Tcode for creation VA01,VA02,VA03. tables VBAK,VBAP
Delivery LF
Tcode for creation VL01,VL02,VL03. tables LIKP,LIPS
Billing MN
Tcode for creation VF01,VF02,VF03. tables VBRK,VBRP
To create a sales order we need purchase order number and custmer number. Before that, to create a
purchase order we need to have material no, vendor no.
To create vendor tcode is
xk01(create), xk02(change) , xk03(display)
Tables are lfa1.
To create custmer tcode is xd01, xd02, xd03.
Table is kna1.
After creating sales order using this no we can create delivery note tcode is vl01.
Why Do We Assign Division to Sales Organisation
In SAP, why do we assign division to Sales organisation not to distribution channel?
In SAP Business Process Sales Area= Sales Org.+Dist.Channel+Division. Its Triangular intraction Sales organization / \ / \ Dist.Channel<----------------->Division Sales Org controls Distribution Channel and Division Distribution Channel: The channel that is choosen the organization to make their product reach the end customer.(Network) Division: Ex: HLL--------> Detergents, Out of Home,Food Products,Health Care Sectors/Departments TATA Motars: Trucks/Bus,Cars,Heavy Vechiles Etc... Please note it is not: Sales organization | | Dist.Channel | | Division
Division is an Oragaizational Unit. The Division in the Material Master is not an Organizational Unit that can be used to maintain related fields. It is a field which is used to uniquely assign a material to a Division.
How To Do Master Record Mass Maintenance
Which master records mass maintenance can be done? What do you mean by mass maintenance?
Mass maintainance in MM-
1. Mass Maintainance means to change a master data or Transactionactional data in mass
2. SAP has provided Mass Maintainance for many objects
Examples:Material masters, BOMs, Routings, Workcenters in PP
In MM --> Inforecords, PO,s Preqs etc
To do master record mass maintenance
You can use tcode MASS and then select your Object type or there is few specific mass maint. Tcode is available like for PO = MEMASSPO etc. but you can use MASS also for that you need to select the object type for PO
Tips for mass modification:
Use object type BUS1001 and generate. Then you have to know the tables where the field you want to modify is. Pick the fields in their folder and generate again. Then in selection pick the materials or use other selection criteria. Generate again.
In the upper side of the screen insert the data and click the button 'carry out a mass change'.
Save and leave.
Master records mass maintenance can be done:
Material master, info record, vendor, PO, PR, etc.
What do you mean by mass maintenance?
MASS maintenance means - suppose you want to change prticaulr field of material for all the mateirl of certian plant or all the plant you can do using mass like wise for certian PO value if you want to cahnge you can use mass.
There a lot of Transactionactions for specific mass changes. MASS is also one of the Transactionactions among them.
- Mass Change in material master. MM17 - Mass change in BOM. CS20 - Mass change in work center. CA85 - Mass change in Reference opn set. CA95 - Mass change in PRT. CA75
- SU10 Mass changes to User Master. - SU12 Mass Changes to User Master Records.
- CO44 Mass processing of orders. - F.80 Mass reversal of documents. - FOFO Mass release.
- FOVX Mass processing of offers. - IMAM Mass maintenance of approp.requests. - KE55 Mass Maintenance PrCtr Master Data. - XD99 Customer master mass maintenance. - XK99 Mass maintenance, vendor master.
Serial Number Management In SAP SD
I am following the below step: 1. Serial number profile is created. 2. Assigned sales order procedure (SDAU) and delivery proceedure to serial number (SDLS). 3. Profile is assigned in material master record 4. Assume there is a stock of 10 quantity without serial number (you can do 561 for initial stock posting ) 5. IQ01 created serial number for all the 10 stock. 6. VA01 created sales order for one quantiy 7. Assigned one serial number for this material 8. Sales order is saved and delivery and PGI is done for the same serial number and material 9. MMBE stock is reduced with one quantity 10. MB51 if check the material document in serial number TAB i can see a message that "The material is managed in serial numbers"
So now my question is why I can't see serial number in material document? How can able to see that? what is the configuration required?
Whatever settings you have maintained is correct. I shall share as to what happens in our business process.
VA01- Sales order Vl03 - Delivery LT03- Transactionfer Order
After Transactionfer order there is a Transactionaction used ZL02 where in the delivery number is entered and on executing, a screen pops up asking for the serial number. Here we enter the serial number maintained for the material and is got from MMBE. And the serial number is captured for the material.
Pls check for the serial numbers in MMBE and I suppose a program needs to be created by an ABAPer for the serial number to be fetched and a Transactionaction to be created and associated with the program.
I need Serial Number Profile tables as soon as possible.
T377P - Serial Number Management Profiles T377P_T Texts for Serial Number Management Profiles T377X Documents Allowed for Serial Number Management T377X_T Texts for Serial Number Management Documents T5KSN ROE Serial Number
SERI Serial Numbers EQBS Serial Number Stock Segment EQSE Serial Number Records
IQ09 - Check Material Serial No
In outbound delivery, post goods issue failed because of serial number, but this serial number was not assigned to any other material.
Check the serial number and material with IQ03. Serial number is material specific.
When I looked at the IQ03, for the serial no "#162559019S.", I realized that the status is still remain as EDEL and ESTO. Supposingly, the status should only has ESTO. Is there a way to remove the status "EDEL"?
Go to IQ02, do the following steps:
1. Go to edit -> Special serial number function -> manual Transactionaction 2. Choose "to stock"
The status should be ESTO now. Try it.
EDEL status shows that it is assigned to a delivery. Change it by going into IQ02 --> Edit --> Sp.Serial number Functions --> Manual Transactionaction and make it 'to stock'
If the serial number has status EDEL ESTO that means the serial number is assigned to the Delivery, reversal PGI has not been completely performed.
Once you do that then only this will come as ESTO.
Please check your SD document flow if all the documents have been reversed.
Click the Status of Serial Number Master record.
- ESTO status In the warehouse. means .. open.. - EDEL (Assigned in delivery note). According to this status, Transactionaction 'Goods issues' is not allowed. - ECUS At customer site
Sales Office Address, Change and Assignment
Where to change the ADRNR field for a particular sales office?
SPRO --> Enterprise Structure --> Definition --> Sales & Distribution --> Sales Office --> Define Sales Office. Here go to the address & change the address & the new address will reflect in the output.
Table in which sales office data is stored.
In which table name address of the sales office (SD ) is stored. Also tell in which table, description of the sales office is stored.
table TVBUR-vkbur is the sales office
table tvbur it contains a field called address number. ADRNR
take that field(ADRNR) and compare with table ADRC-ADRNR.
in table ADRC you will find name, description, address and all other data.
table TVKBT -- description of sales office.
Assignment of Single sales office to multiple sales organizations.
We have a scenario where we need to Assign single sales office to multiple sales organizations in CRM. When I am trying to assign sales office to more than one sales organization 1st assignment between Sales office and Sales Org is getting deleted, and only the 2nd assignment is available. At sales office level in Function tab, it is showing only the assigned sales Organization (only one sales org), how to assign one more sales org to this sales office here.
The assignments are on the lower node. Which means you will go to Sales office, go to function TAB and assign multiple sales organizations there.
In the change form click New entry and assign the new sales organization and distribution channela and division combination.
You can assign as many combinations as needed here.
1. There are 2 version in CRM Org Model. a) SBIV (Standard Backend Integration Version) b) EBIV (Enhanced Backend Integration Version)
2. EBIV is used to handle multiple assignments in CRM system.
3. As you know we have 3 Org Units as far as Sales is concerned i.e. Sales Org, Sales Office, Sales Group.
4. In R/3 there is a standard way to maintain multiple assignments among these org units. Ex: Sales Group 'X' works (assigned) for 2 Sales Offices 'North' and 'South' simultaneously.
5. But in CRM this assignment is not as common as in R/3 and is not supported thru SBIV.
6. If you would like to have these multiple assignments made in R/3 available in CRM as well you may want to go thru EBIV.
7. Once you run EBIV you cannot go back to SBIV.
8. In EBIV divisions and distribution channels can only be assigned to sales units (sales organizations, sales offices, and sales groups). If they are assigned to any other neutral Org Units (Org Units without any Org Attributes), those assignments would be deleted once you shift from SBIV to EBIV.
