A Sales Organisation is assigned to ONE company code Company Code

A Plant can be assigned to ONE Company Code

A Plant can be assigned to MANY Sales Organisations/Distribution Channels Sales Organisation Distribution Channel

A Plant can be assigned to MANY Shipping Points

A Shipping Point is assigned to one or MANY Plants Division

A transportation planning point is an independent unit and is not linked to other org units Delivering Plant

Transportation planning point is linked to only ONE company code

Transportation planning point processes and monitors shipments Shipping Point

Each shipment is created by a single transportation planning point

Departure Zone

Distribution channel can be assigned to MANY Sales Organisations

A Company Code can be assigned to MANY Plants

A Sales Office can be assigned to MANY Sales Areas Configuration

Assign sales organization to company code ONE

Sales Organisation Assign distribution channel to sales organization

Distribution Channel Assign division to sales organization

Distribution Plant (same plant can be linked to many SO/DC combos) Assign sales office to sales area

Assign sales group to sales office

CO - PA Assign sales organization/distribution channel - plant

Operating Concern (Africa) Assign sales area to credit control area

Controlling Areas (Africa) Assign Business Area To Plant And Division

Company Codes (South Africa) Assign warehouse number to plant/storage location

Sales Organisations (Gauteng) Assign shipping point to plant

Assign plant to company code ONE

Credit Control Area

Sales Area (combo of Sales Org/Dist Channel/Division) Customer Master

Sales Office General Data (Client)

Sales Group Sales Area Data

Company Code Data

Business Areas are optional and used for internal reporting

Can contain several company codes or have several BA's in one company code Address is the only info updated in docs when changed in Cmaster

Flag 'default sold to party' to let temp STP go into Sales Orders

Complete/Partial delivery indicator found in the Customer Master

Business Areas are determined by:

Plant / Item Division Material Master

Sales Area Sales Org Views valid for Sales Org and Distribution Channel

Sales Organisation / Distribution Channel / Item Division Sales Gen/Plant valid for Sorg, DC and Delivering Plant

ASAP Customer - Material Info Record

Default delivering plant

Phase 1 Project Preparation Delivery tolerances

Starting project Partial deliveries

Identifying team members Cross ref customer material number to our number

Developing high level plan Proposal at item level made from C-M info record

Phase 2 Business Blueprint

Understand business goals

Determine business requirements to support goals Output Master Data

Phase 3 Realization Layout of output defined by a form in Sapscript and assigned to output type

Implement business and process requirements based on blueprint

Customize in Baseline and Final Configuration Incompletion log shows fields where data is missing.

Phase 4 Final Preparation Available in Sales Order and Delivery

Complete testing

End User Training Representative Distribution Channel used if don’t want to differentiate

Resolve critical open issues Master data by DC.

Phase 5 Go Live and Support

Transition from Project, pre productive environment to Live productive system

Pricing Procedure Pricing Procedure contains conditions types in the required sequence

Condition types Condition Type has characteristics ie value or quantity, surcharges or discounts etc

Access Sequence Access sequence composed of one or more condition tables assigned to a condition type

Condition Tables Condition Records are created using a specific key combination specified by the condition table

Key field Combo = cond rec In customising you can set a condition type to be a group condition

Condition types to be compared are placed in an exclusion group to determine

The net price list offers the option of creating price information for a customer on a selected range of materials

The net prices are determined by simulating a billing document

You can allow a release procedure to be used when a condition table is created 'with release status' checkbox

The calculation type for a condition type is defined in customizing

You can maintain long texts in the condition records for pricing and agreements (no copy on reference create)

Excluded Materials Material Exclusion - used to ensure that the customer does NOT receive certain materials

Permitted Materials Material Listing - used to ensure that the customer ONLY receives certain materials

Both of these are controlled by the condition technique

Condition Technique is used to determine Pricing, Texts and Outputs.

Condition Categories: A condition table defines the combination of fields (the key) that identifies an individual condition record

Pricing

Discounts A condition record allows you to store and retrive data. All prices, discounts and surcharges for automatic

Surcharges pricing must be stored in condition records

Freight

Taxes An access sequence is a search strategy used to find valid data for a particular condition type

A pricing procedure is used to define a group of condition types in a particular sequence

It determines which sub totals appear during pricing

It determines which bases the system uses to calculate percentage discounts and surcharges

It determines to what extent pricing can be influenced manually

Header Condtions Automatic pricing does not take header conditions into account

Can only be entered manually at sales order processing

You cannot create condition records for them???? Check

Can have be assigned an access sequence

Can be group conditions

Header conditions are valid for all items

Automatically distributed among items based on NET value

Can be distributed among item evenly or based on portion of total net value

Pricing behaviour is configured in the Pricing Type

Group Conditions In customizing you can set a conditon type to be a group condition

Can only be assigned at item level? Check???

The condition base value is calculated as the sum of the individual items within one group

The Pricing Procedure Controls: In Pricing Procedure the Reference Level is used to get Subtotals

Sequence of condition types

Mandatory condition types You can attach requirements (requirement rule) to an Access Sequence

Manually entered conditions

Statistical condition types Net Price List creates Price Information for a customer on a selected quantity of materials

Condition indexes MUST be activated

Condition Type Controls:

Access Sequence used Tax Determination:

Minus/Plus sign Business Transaction

Priority of manual condition types Tax Liability of the Ship to Party

(over automatic condition types) Tax Liability of the Material

Calculation Type

Fixed amount Material Listing: used to ensure customers receive only certain materials

Percentage Material Exclusion: used to ensure customers DO NOT receive certain materials

Scale Base Type:

Value A transaction variants is made up of screen variants

Weight Transaction variants are only allowed for screen transactions

Quantity

Volume

Time Period

Determination of Pricing Procedure Automatically

Customer (You specify the customer pricing procedure in the customer master record for each sales area)

Sales Document Type (You specify the document pricing procedure for each sales document type and billing type)

Sales Area (allocate the customer determination procedure and the document pricing procedure to a pricing procedure within a sales area)

Condition exclusion - best/worst price comparison

Condition update - set maximum condition value or number of order

Condition Supplement - several condition types to be accessed together

Sales Order Document Type Controls: During Sales Order Processing, the system carries out basic functions, such as:

Number Assignment Delivery scheduling

Default Functions: Date, Delivery Type, Billing Type, Blocks Transferring requirements to materials planning (MRP)

Mandatory Reference Calculating pricing and taxes

Partner Determination Sales Information System

Pricing ie is customer-material info rec used Checking credit limits

Output Types Available Outputs

Allowed Item Categories Texts

Incompleteness Availability Check

Free Date

Determining Materials Sales Order Document Types:

Enhancement for Contracts Standard Order

Checks: Division, Open Quotes/Contracts/Info Record Contract

Note: Pricing Procedure can be assigned to Doc type Cash Sales

Rush Order

Free of Charge delivery

Returns

Consignment Fill up

Credit/debit request

Sales Order Item Category Controls:

Completion Rule (when item is considered completed) Determination of Sales Item Category Automatically:

Item level Partner Determination Sales Order Type

Text Determination Item Category Group (Material Master)

Incompletness Item Usage

Schedule Lines allowed High Level Item (superior item)

Pricing Relevancy ie is carried out or not Basically from the Order type & Material

Billing Relevancy ie is billing carried out

Delivery Relevance ie material or text item

BOMS In config you link Sales Order types to Sales Areas

Is difference allowed from header levels In an order, Sales Area can be entered manually or determined from Customer Master

Message if item cannot be fully delivered of the Sold to Party

Output If several Sales Area options then choose from list

Billing Block Can create Customer Master from within Sales Order

Schedule Line Category Controls: Determination of Schedule Line Automatically:

Availability check Item Category

Goods Movement Type for GI MRP Type

Delivery Relevance

Purchasing (ie PR auto created) Cross division sales must leave division out of the header. Must be allowed by Doc type

Requirements Transfer to MRP

They are assigned to Item Categories

Determination of Delivering Plant Automatically: Pricing Types in Sales Order are:

Customer Material Information Record A - copied from REF updated with scale

Customer Master for Ship to Party B - perform new pricing

Material Master Record C - manual elements copied others are redetermined

If not found then no plant proposed and thus no ship point, avail check G - only tax redetermined

H - only freight redetermined

Determination of Route Automatically: Before changing a Sales Document Type Check that:

Departure Zone from Customizing for Shipping point (JHB) There are no subsequent docs

Shipping Condition from STP Customer Master (ASAP) Item category can be changed

Transportation Group from Material Master (Train) Sales Doc not created from contract or service notification

Transportation Zone from Ship To Party Customer Master (Durban) Sales doc is not a status relevant subsequent document

Note: Weight causes redetermination of the route

Determination of Delivery Schedule Automatically: Availability Check control:

Order Date Control elements must be maintained in customising

Material Availability Date Relevant assignments must be made to the sales transactions

Loading Date

Goods Issue Date

Delivery Date

Account Group on Customer Master Controls: Account Groups:

Number Range 0001' - Sold to Party1

Internal or External Number Assignment 0002' - Ship to party

Input screens and fields for partner functions 0003' - Payer

Field Selection 0004' - Bill to party

One Time account

Output

It can be automatically proposed

Movement Type Controls (found in Schedule line) What controls delivery item scheduling

the type of the material movement ie GR, GI, STO Transit time

enables system to find posting rules for account postings Pick/pack time

updating of quantity fields Loading time

updating of stock and consumption accounts Transportation lead time

determining which fields are displayed during document entry

Determination of Tax Rate in a Document Cash Sales:

Business transaction - domestic or export/import Payment made at time of the order (invoice printed)

Tax liability of the ship to party Order and delivery created at the same time

Tax liability of the material GI posted at later date to avoid delays

Uses billing doc type CS which has:

Quantity diff - complaint due to damaged or substandard goods no output determination

Price diff - complaint due to wrong pricing no price determination

Returns - dissatisfied customer FI posting made to cash settlement

Third party order processing flow:

Sales order (Order type OR, Item cat IC, Sched line SL)

Auto PR

PO

OBD

GR

MM Invoice Verification

SD Billing

In customising for Sales Doc types the 'incompete messages field' controls if incomplete documents can be saved or not

Credit Memo Request - Billing Block - Release - Credit Memo

Reason for rejection used to control if item appears in credit memo with zero value or not at all

Delivery Type Controls: Determination of Delivery Type Automatically:

Number Assignment Copying Control Table specify link between SO types and delivery types ie OR - LF

Text

Reference to Order

Picking Determination Rule ?? Outbound Delivery contains items with SAME Shipping Point

Which screens to present

Partner

Output

Route RE-detemination

Relevant for shipment or transportation processing

Delivery split by Warehouse number

Delivery Item Category Controls: Determination of Delivery Item Category Automatically: (when not copied from Sales doc)

Picking Relevancy Delivery Type

Text Item Category Group (Material Master)

Packing Control Item Usage (additional usages)

Availability check

Check minimum delivery quantity The copying control table specifies which item categories are copied from Reference docs

Picking location determination Always the same item categories if allowed ie TAN - TAN

Check for overdelivery

Auto batch determination

Relevant for proof of delivery

Delivery Scheduling determined by: Delivery Scheduling: can specify for Sales Document Type and the Shipping point if delivery

Order date scheduling is to be carried out. Can specify if Pick/Pack time and or loading time is carried out

Material Availability (sufficient goods available)

Loading Date (picking/packing completion date)

Goods Issue Date (from delivering plant)

Delivery Date (arrival date at customer)

Picking Location determined by: (MALA Rule) Copy Control Table specifies:

Shipping Point Which Sales doc types are copied into deliveries

Plant Which Item categories are copied into deliveries

Storage Condition (ie cool) What Conditions data is copied into deliveries

Rules for combining orders into one delivery

Which data is to be transferred

Routes Whether the ref doc in recorded in the document flow

Route does not influence the transportation schedule

Determines the means of transport and the legs involved.

Shipment = collection of inbound or outbound deliveries shipped together.

All deliveries in a shipment must have the same shipping conditions

Shipment Type controls: It is the transportation scenario ie air from plant to customer

Number Assignment

Texts

Output

Shipping Type (ie truck, train etc)

Leg Determination

Leg Indicator

Copying Rule

Planning Profile

Split Profile

Completion Type

Whether Shipment can be created is controlled by the transportation relevance of:

Delivery Type

Item Category

Route

Individual Shipment - one or more IB/OB deliveries, one mode of transport, shipment doc

Collective Shipment - same but one or more points of departure and arrival

Transportation Chain - several modes of transport used

Shipment Document Functions:

Combining Inbound deliveries to form inbound shipments

Combining Outbound deliveries to form Outbound shipments

Assigning Service Agents, modes of transport, shipment types

Deadlines

Shipment stages

Shipping units

Output

Texts

Partner info

Determination of Shipping Point Automatically (normally determined in the Sales doc)

Shipping Condition field from Sales doc type or from Sold To Party Customer Master (shipping requirements)

Loading Group field from Material Master (loading equipment)

Delivering Plant from CIR, CM or MM

Determination of Picking Location Automatically (happens during Shipping Processing)

Shipping Point

Plant

Storage Conditions

Shipping points definition (one delivery processed by single shipping point)

Shipping points are responsible for scheduling and processing

deliveries to customers as well as replenishment deliveries

to own warehouses.

Assigned to one or more plants, subdivided into loading points

Shipments can be created:

Manually

Via a planning proposal

Via collective processing plan

Via external interface

Only one shipment cost doc per shipment doc allowed

Shipment must have at least planned status before

a cost document can be created

Billing Type Controls:

Number Assignment

Paratner Functions

Texts

Outputs

Rebates

Posting Block

Account Determination

Cancellation Billing Type

Invoice List Type

Special features of the FI interface

Pricing Types in the billing document determined by:

Billing Type

Item Category

Pricing Types in billing doc are:

A - copied from REF updated with scale

B - pricing redetermined

C - manual elements copied others are redetermined

D - all copied with no changes

G - only tax redetermined

H - only freight redetermined

Billing Due List used selection criteria as a basis for combining the transactions to be billed

To process invoices on specific dates (periodically)

maintain billing dates in the factory calendar

enter factory calendar in the customer master record of the payer

SAP tries to combine transactions into one billing doc but will split invoice if header data not identical

Invoice List allows for invoices to be sent to payer at certain times

Billing plan:

Periodic billing (ie rentals)

Milestone billing (spread)

Billing doc - posting block - release - Accounting doc

Following can be changed in a billing doc before transfer to accounting:

Billing date

Pricing

Account determination

Output determination

Once the billing is transferred to accounting can only change the OUTPUT data.

Credit control area includes company codes

Can be centralised or decentralised

Determination of Credit Control Area in the following sequence:

User Exit (only header data considered)

Sales Area Segment from Payer master record

Sales Area

Company Code

You can only change the credit control area if no subsequent documents exist.

Credit check can be carried out at:

Sales order (blocked)

Outbound delivery (blocked)

Goods Issue (error message)

Data Flow from Reference Docs controlled by:

Billing Types

Copying Control

Data Transfer Routines

Billing Type proposed from underlying sales document type ie OR - F2

Billing document MUST reference an existing document

To cancel a billing document you must create a cancellation document

Determination of account assignment:

Chart of accounts

Sales Organisation

Account Assignment group for payer

Account Assignment group for materials

Account Key (assigned to condition types)

Account determination procedure used depends on the billing type

Performa Invoice:

No GI required

Billing status not updated

Data not transferred to FI

Can create many of them

Rebates

For Rebates to function rebate processing must be activated for:

Sales Organisation

Payer Master

Billing Document Type

Rebate Processing Prerequisites:

Sales Organisation

Payer

Billing Type

Effects of a Billing Doc:

Accounting Doc

Profitablility Analysis

Sales Order Updated

Delivery Updated

Sales Info System Updated

Customer Credit Management Updated

Sales Order Document Type Controls: Delivery Type Controls: Billing Type Controls:

Number Assignment Number Assignment Number Assignment

Default Functions: Date, Delivery Type, Billing Type, Blocks Text Paratner Functions

Mandatory Reference Reference to Order Texts

Partner Determination Picking Determination Rule ?? Outputs

Pricing ie is customer-material info rec used Which screens to present Rebates

Output Types Available Partner Posting Block

Allowed Item Categories Output Account Determination

Incompleteness Route RE-detemination Cancellation Billing Type

Free Date Relevant for shipment or transportation processing Invoice List Type

Determining Materials Delivery split by Warehouse number Special features of the FI interface

Enhancement for Contracts SIS updated or not

Checks: Division, Open Quotes/Contracts/Info Record

Note: Pricing Procedure can be assigned to Doc type

Sales Order Item Category Controls: Delivery Item Category Controls:

Completion Rule (when item is considered completed) Picking Relevancy

Item level Partner Determination Text

Text Determination Packing Control

Incompletness Availability check

Schedule Lines allowed Check minimum delivery quantity

Pricing Relevancy ie is carried out or not Picking location determination

Billing Relevancy ie is billing carried out Check for overdelivery

Delivery Relevance ie material or text item Auto batch determination

BOMS Relevant for proof of delivery

Is difference allowed from header levels

Message if item cannot be fully delivered

Output

Billing Block

Schedule Line Category Controls:

Availability check

Goods Movement Type for GI

Delivery Relevance

Purchasing (ie PR auto created)

Requirements Transfer to MRP

They are assigned to Item Categories

Determination of Sales Item Category Automatically: Determination of Delivery Item Category Automatically:

Sales Order Type Delivery Order Type

Item Category Group (Material Master) Item Category Group (Material Master)

Item Usage Item Usage (additional usages)

High Level Item (superior item)

# Question

1 In the customer order cycle inventory is reduced during: A

B

C

D

E

2 The following happens at post Goods Issue: A

B

C

D

E

3 Which of the following are true of a Sales Organisation: A

B

C

D

E

4 Standard Customer order management process consists of: A

B

C

D

E

5 Which of the following are true of Customer Master Data A

B

C

D

E

6 A plant in the Sales Order is proposed in the sequence: A

B

C

D

E

7 The following happens when customer master data is changed A

B

C

D

E

8 Sales between company code A and company code B is called: A

B

C

D

E

9 The shipping process supports the following: A

B

C

D

E

10 The following are true about a Sales Order: A

B

C

D

E

11 Linked documents are called: A

B

C

D

E

12 The following are true about Schedule Lines: A

B

C

D

E

13 Schedule lines are created during the creation of: A

B

C

D

E

14 The following are true about the Item Category: A

B

C

D

E

15 Item Category determination is done using: A

B

C

D

E

16 Schedule Line determination is done using: A

B

C

D

E

17 The Sales document type controls the following: A

B

C

D

E

18 Which of the following statements are TRUE: A

B

C

D

E

19 A movement type is assigned to: A

B

C

D

E

20 In a Sales Order a dilivery block can be assigned to: A

B

C

D

E

Options

Sales

Picking

Delivery

Goods Issue

Billing

Billing Doc created

FI Doc created

Billing doc due list performed automatically

Sales doc status are updated

Delivery requests and inventory updated

Can be assigned to one or more plants

Can be assigned to one controlling area

Can be assigned to only one company code

Can be assigned to many shipping points

Is part of the Sales Area

Sales order, delivery, billing, complaints

Sales order, GI, billing, complaints

Sales order, Delivery, complaints

Sales order, delivery, billing, payment

Quote, Sales order, delivery

Bill to party, payer, ship to party, sold to party

Exists in a Sales Area

Exists in a Plant

Critical to the customer order management cycle

Not Critical to the customer order management cycle

Customer, Material, Customer material info record

Material, Customer, Customer material info record

Customer material info record, customer, material

Customer material info record, material, customer

Customer, customer material info record, material

All existing Sales Orders are updated

Only open Sales Orders are updated

All existing Invoices are updated

Only open Invoices are updated

None of the above

Sales area

Intra-company Sales

Inter Company Sales

Indirect Sales

Third Party Sales

Creation of delivery documents

Billing

Returns order

Packing

Goods Issue

Contains customer and material data

Only contains header and item

Contains header, item and schedule lines

Created in a Sales Area

Allows revenue posting of documents to FI

Customer order management process

Goods Issue

Document Flow

Copy Control

Sales Order

Are assigned to a sales document type

Are assigned to an item category

Contain the movement type

Controls transfer of requirements and ATP checks

Contains delivery dates and quantity

Sales Order

Delivery

Transportation

Billing

Goods Issue

have pricing relevancy

have billing relevancy

Item number counter

Schedule lines

Delivery relevance

Order type, Item category usage, Item category group, item category

Order type, MRP type

Order type, Item category group, Item usage, High level item

Item category, Item category group, High level item

Item category, MRP type

Order type, Item category group, Item Category

Order type, MRP type

Order type, Item category group

Item Category, Item Category group

Item Category, MRP type

Plant determination

Number assignment

Relevancy for picking

Default billing document type

Default delivery document type

A sales office can only be assigned to one sales area

A plant can be assigned to only one company code

A distribution channel is assigned to many sales organisations

Customer master data is only created for SD

A sales document type can only have an internal number range

Sales Document

Item Category

Schedule Line

Delivery

Goods Issue

Sales Document

Item Category

Schedule Line

Delivery

Goods Issue

Notes #

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

A

B

C

D

E

Correct Answer

Sales

Picking

Delivery

Goods Issue

Billing

Billing Doc created

FI Doc created

Billing doc due list performed automatically

Sales doc status are updated

Delivery requests and inventory updated

Can be assigned to one or more plants

Can be assigned to one controlling area

Can be assigned to only one company code

Can be assigned to many shipping points

Is part of the Sales Area

Sales order, delivery, billing, complaints

Sales order, GI, billing, complaints

Sales order, Delivery, complaints

Sales order, delivery, billing, payment

Quote, Sales order, delivery

Bill to party, payer, ship to party, sold to party

Exists in a Sales Area

Exists in a Plant

Critical to the customer order management cycle

Not Critical to the customer order management cycle

Customer, Material, Customer material info record

Material, Customer, Customer material info record

Customer material info record, customer, material

Customer material info record, material, customer

Customer, customer material info record, material

All existing Sales Orders are updated

Only open Sales Orders are updated

All existing Invoices are updated

Only open Invoices are updated

None of the above

Sales area

Intra-company Sales

Inter Company Sales

Indirect Sales

Third Party Sales

Creation of delivery documents

Billing

Returns order

Packing

Goods Issue

Contains customer and material data

Only contains header and item

Contains header, item and schedule lines

Created in a Sales Area

Allows revenue posting of documents to FI

Customer order management process

Goods Issue

Document Flow

Copy Control

Sales Order

Are assigned to a sales document type

Are assigned to an item category

Contain the movement type

Controls transfer of requirements and ATP checks

Contains delivery dates and quantity

Sales Order

Delivery

Transportation

Billing

Goods Issue

have pricing relevancy

have billing relevancy

Item number counter

Schedule lines

Delivery relevance

Order type, Item category usage, Item category group, item category

Order type, MRP type

Order type, Item category group, Item usage, High level item

Item category, Item category group, High level item

Item category, MRP type

Order type, Item category group, Item Category

Order type, MRP type

Order type, Item category group

Item Category, Item Category group

Item Category, MRP type

Plant determination

Number assignment

Relevancy for picking

Default billing document type

Default delivery document type

A sales office can only be assigned to one sales area

A plant can be assigned to only one company code

A distribution channel is assigned to many sales organisations

Customer master data is only created for SD

A sales document type can only have an internal number range

Sales Document

Item Category

Schedule Line

Delivery

Goods Issue

Sales Document

Item Category

Schedule Line

Delivery

Goods Issue

Order type, Item category usage, Item category group, item category

Order type, Item category group, Item usage, High level item

A distribution channel is assigned to many sales organisations

A sales document type can only have an internal number range