105_BB_ConfigGuide_EN_JP

SAP ECC 6.03

August 2008

English

Sales and Distribution (105)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Sales and Distribution (105): Configuration Guide

Copyright

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Icons

Icon Meaning

Caution

Example

Note or Tip

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.



Contents

Sales and Distribution.................................................................................................................... 8

1 Purpose........................................................................................................................................ 8

2 Preparation.................................................................................................................................. 8

2.1 Prerequisites......................................................................................................................... 8

3 Configuration................................................................................................................................ 8

3.1 Order Scheduling .................................................................................................................. 8

3.1.1 Defining Floats (Scheduling Margin Key)........................................................................8

3.2 SD Business Partner Configuration ......................................................................................9

3.2.1 Customer Control............................................................................................................9

3.2.1.1 Setting Up Partner Determination: Account Groups - Function Assignment ............9

3.2.1.2 Defining Customer Account Group for DUMMY Customer.....................................11

3.2.1.3 Partner Determination Procedure Assignment.......................................................15

3.2.2 Customer Master Data .................................................................................................16

3.2.2.1 Defining Legal Statuses..........................................................................................16

3.2.2.2 Defining Customer Groups.....................................................................................16

3.2.2.3 Defining Sales Districts...........................................................................................17

3.2.3 Customer Hierarchies ..................................................................................................18

3.2.3.1 Assigning Sales Areas to Customer Hierarchy Types ...........................................18

3.2.3.2 Allowed Account Group Assignments for Customer Hierarchies............................18

3.3 Logistics Execution..............................................................................................................19

3.3.1 LE: Shipment Cost........................................................................................................19

3.3.1.1 Defining and Assigning Shipping Type Procedure Group.......................................19

3.3.1.2 Assigning Purchasing Data....................................................................................20

3.3.2 LE: Routes....................................................................................................................20

3.3.2.1 Defining Shipping Types.........................................................................................20

3.3.3 LE: Packaging...............................................................................................................21

3.3.3.1 Defining Packaging Material Types........................................................................21

3.3.3.2 Defining Material Group for Packaging Materials...................................................22

3.3.3.3 Defining Allowed Packaging Materials ...................................................................23

3.3.4 LE: Defining Shipping Points........................................................................................25

3.3.4.1 Assigning Shipping Points......................................................................................25

3.3.5 LE: Deliveries................................................................................................................26

3.3.5.1 Defining Delivery Types..........................................................................................26

3.3.5.2 Assignment of List Profile to Delivery Scenario......................................................28

3.4 Pricing................................................................................................................................. 28



3.4.1 Defining Condition Tables.............................................................................................28

3.4.2 Defining Access Sequences.........................................................................................29

3.4.3 Condition Types............................................................................................................30

3.4.4 Copying Rules for Condition Types...............................................................................30

3.4.5 Defining and Assigning Pricing Procedure....................................................................31

3.4.6 Defining Pricing Procedure Determination....................................................................32

3.4.7 Defining Document Pricing Procedure..........................................................................32

3.5 Account Determination........................................................................................................33

3.5.1 Materials: Account Assignment Group..........................................................................33

3.5.2 Customers: Account Assignment Group.......................................................................33

3.5.3 Defining Account Determination Procedure..................................................................34

3.5.4 Default Values for Account Group for Customer Creation............................................34

3.5.5 Defining Account Keys..................................................................................................35

3.6 Assigning G/L Accounts.......................................................................................................35

3.7 Availability Check................................................................................................................38

3.7.1 Availability Check: Defining Checking Groups..............................................................38

3.7.2 Defining Material Block For Other Users.......................................................................39

3.7.3 Availability Check: Define Checking Groups Default Value..........................................40

3.7.4 Carry Out Control For Availability Check......................................................................40

3.7.5 Availability Check against Product Allocation: Maintain Procedure..............................41

3.7.6 Availability Check against Product Allocation: Define Object........................................42

3.7.7 Availability Check against Product Allocation: Specify Hierarchy.................................42

3.7.8 Availability Check against Product Allocation: Define Consumption Periods................43

3.7.9 Availability Check against Product Allocation: Control Product Allocation....................44

3.7.10 Defining Flow According to Requirement Category....................................................44

3.8 Output Control..................................................................................................................... 45

3.8.1 Maintaining Output Procedure......................................................................................45

3.9 Output Control – Sales Documents.....................................................................................46

3.9.1 Maintaining Output Types: Output Tpyes......................................................................46

3.9.2 Maintaining Output Types: Message Types..................................................................48

3.10 Output Control – Shipping ................................................................................................49

3.10.1 Maintaining Output Types...........................................................................................49

3.10.2 Assigning Output Determination Procedures .............................................................50

3.10.3 Maintaining Output Types - Partner Function.............................................................50

3.11 Output Control – Billing .....................................................................................................51

3.11.1 Maintaining Output Types...........................................................................................51

3.11.2 Assigning Output Determination Procedures..............................................................52



3.11.3 SD Output Determination - Billing Partner Functions..................................................52

3.12 Defining Print Parameters..................................................................................................53

3.12.1 Defining Print Parameters Sales Organization............................................................53

3.12.2 Defining Print Parameters Shipping............................................................................54

3.13 Output Control – Picking SD..............................................................................................55

3.13.1 Output Determination for Picking List..........................................................................55

3.13.2 Maintaining Print Parameter for SD Picking................................................................55

3.14 Product Specific Settings...................................................................................................56

3.14.1 Maintaining Procedure Determination in Background for Product Proposal...............56

3.14.2 Maintaining Procedure Determination Online for Product Proposal............................57

3.14.3 Assigning Document Procedure to Sales Document Type.........................................57

3.15 Defining Item Category Groups.........................................................................................58

3.16 Determining Active Receivables per Item Category..........................................................58

3.17 Changing controllable error messages shipping processing..............................................59

3.18 Sales Order Processing I...................................................................................................59

3.18.1 Defining Number Ranges for Sales Documents.........................................................59

3.18.2 Defining Sales Document Types.................................................................................60

3.18.3 Sales Organizations - Assign Order Type...................................................................61

3.18.4 Divisions by SalesOrg - Assign Order Type................................................................62

3.18.5 DistribCh by SalesOrg - Assign Order Type...............................................................62

3.18.6 Assigning Sales Area to Sales Document Types........................................................64

3.18.7 Assigning Sales Area to Credit Control Area..............................................................65

3.18.8 Defining Commodity Codes / Import Code Numbers By Country...............................65

3.18.9 Defining Customs Offices...........................................................................................66

3.18.10 Defining Modes Of Transport....................................................................................66

3.18.11 Defining Business Transaction Types and Default Value.........................................67

3.18.12 Defining Relevant Item Categories...........................................................................67

3.18.13 Carry Out Control for Availability Check....................................................................68

3.18.14 Defining Incompleteness Procedures.......................................................................69

3.18.15 Assigning Incompleteness Procedures.....................................................................70

3.18.16 Foreign Trade Data in MM and SD Documents........................................................70

3.18.17 Defining and Assigning Text Determination Procedures...........................................71

3.18.18 Assigning Material Determination Procedures to Sales Document Types................72

3.19 Down Payment Configuration............................................................................................72

3.19.1 Defining Billing Plan Types.........................................................................................72

3.19.2 Date category.............................................................................................................73

3.19.3 Defining and Assigning Item Category YBAO.............................................................73



3.20 Defining Item Categories for Deliveries.............................................................................75

3.21 Assigning Item Categories.................................................................................................75

3.22 Copying Control: Sales Document to Billing Document.....................................................77

3.23 Specifying Copy Controls for Deliveries.............................................................................78

3.24 Determination of requirement types using transaction.......................................................79

3.25 Defining Delivery Item Category........................................................................................79

3.25.1 Defining Delivery Item Category.................................................................................79

3.25.2 Defining and Assigning Text Determination Procedures.............................................80

3.26 SIS Configuration..............................................................................................................81

3.26.1 SIS Header Configuration...........................................................................................81

3.26.2 SIS Item Configuration................................................................................................82

3.26.3 Activating SIS Info Structures.....................................................................................83

3.27 LE Output Control..............................................................................................................84

3.27.1 Maintaining output determ. procedures for outbound deliveries.................................84

3.27.2 Maintaining Output Determination Procedure for Shipping Units - Control.................84

3.28 Sales Order Processing II..................................................................................................85

3.28.1 Maintaining Copy Control for Sales Documents (QT).................................................85

3.28.2 Assigning Item Categories..........................................................................................87

3.28.3 Defining Item Categories............................................................................................88

3.28.4 Setting up Partner Determination Procedure Assignment for Item categories............88

3.28.5 Maintaining Item Category Assign Text Determination Procedure..............................89

3.28.6 Assigning Incompleteness Procedures.......................................................................90

3.28.7 Maintaining Copying Control Delivery Doc. to Billing Doc...........................................90

4 Create Master Data....................................................................................................................92

4.1 Creating Output Tax Record (MWST).................................................................................92

5 Appendix.................................................................................................................................... 93


Sales and Distribution

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using the SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick Guide.

2 Preparation

2.1 PrerequisitesBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_JP.xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_JP.xls). This document can be found on the SAP Best Practices documentation DVD in the folder: ..\BBLibrary\General\.

3 Configuration

3.1 Order Scheduling

3.1.1 Defining Floats (Scheduling Margin Key)

Use The purpose of this step is to define the scheduling margin key.

Procedure 1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Production Shop Floor Control Operations Scheduling Define Scheduling Margin Key

2. On the Change View “Margins for scheduling”: Overview screen, choose New Entries.

3. Make the following entries:

Plant Key Name 1 Opening Period

Float After Production

Float Before Production

Release Period

1000 000 000 000 000 000

1000 001 010 001 002 005

1100 000 000 000 000 000

1100 001 010 001 002 005

4. Choose Save.

3.2 SD Business Partner Configuration

3.2.1 Customer Control

3.2.1.1Setting Up Partner Determination: Account Groups - Function Assignment

UseIn this activity, you define the rules that should be used to perform automatic partner determination.

Procedure1. Access the activity using one of the following navigation options:

Transaction code

SM34 (customizing object VC_TPAR_KU)

IMG menu Sales and Distribution Basic Functions Partner Determination Set up Partner Determination

2. On the Choose Activity dialog box, double-click Set Up Partner Determination for Customer Master.

3. On the Change View “Partner Determination Procedures”: Overview screen, double-click Account Groups – Function Assignment.

4. Choose New Entries.

5. In the Account Groups – Function Assignment table, enter the following data:

Partn.Funct Account Grp

1B YB01

1C YB01

1D YB01

1D 0003

AA YB01

SP YB01

AW YB01

BP YB01

BP 0003

PY YB01

PY 0003

SB YB01

SO YB01

SH YB01

SH YBVC

SP YBEC

BP YBEC

PY YBEC

SH YBEC

SP YBAC

BP YBAC

PY YBAC

SH YBAC

SP YBPC

BP YBPC

PY YBPC

SH YBPC

1B YB03

1C YB03

1D YB03

AA YB03

SP YB03

AW YB03

BP YB03

Partn.Funct Account Grp

PY YB03

SB YB03

SO YB03

SH YB03

6. Choose Save; then choose Back.

3.2.1.2Defining Customer Account Group for DUMMY Customer

UseThis activity defines the customer account group for the DUMMY customer.


Transaction code OVT0

IMG menu Logistics – General Business Partner Customers Control Define Account Groups and Field Selection for Customers

2. On the Change View “Customer Account Groups”: Overview screen, choose the New Entries button.

3. On the New Entries: Details of Added Entries screen, make the following entries:

Field name User action and values

Account Group YBPC Dummy customer

Number range XX

CentrTextDetPrc 01

TextDetProc SD 01

Cust.pric.proc. 1

Partner DetermProced AG

Default SP Checked

4. Double-click the “General Data” text, and expand the Field Status Group.

5. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows:

Field name

Values

Group Address

Field name

Values

Suppress Search term B, Street 5, Buildings, Company postal code, Comments, Regional structure grouping, Sex, Date of birth, Marital status, Academic title, Name prefix, 2. academic title, 2nd prefix, Name at Birth, Nickname, Name affix, Initials, Country for format, Format name, Alternative place of residence, P.O. box without number, PO box country, PO Box Region, Name Formatting, Undeliverable Street, Undeliverable Postbox

Req. Entry Name 1/Last name, Search Term A, Postal code, city,

Opt. Entry Mark the rest optional

Display N/A

Group Communication

Suppress Mobile Telephone

Req. Entry N/A


Display N/A

Group Control

Suppress Reference account group (OTA), Business Place, Tax Type, CFOP Category, Tax number 3, Tax number 4, Brazilian taxes: ICMS, IPI, S.T., Tax categories

Req. Entry N/A


Display N/A

Group Marketing

Suppress N/A

Req. Entry N/A

Opt. Entry Mark all optional

Display N/A

Group Payment Transactions

Suppress N/A

Req. Entry N/A


Display N/A

Group Unloading points

Suppress N/A

Req. Entry N/A


Display N/A

Group Contact person

Field name

Values

Suppress N/A

Req. Entry N/A


Display N/A

Group Foreign Trade

Suppress N/A

Req. Entry N/A


Display N/A

6. Choose Save, then choose Back.

7. Select the Company code data text, then expand Field Status Group.


Field name

Values

Group Account Management

Suppress Personnel number, Gross income tax, Value adjustment key

Req. Entry N/A


Display N/A

Group Payment transactions

Suppress Credit memo terms of payment, Diff. Payer in document, Accts recble pledging ind.

Req. Entry N/A


Display N/A

Group Correspondence

Suppress N/A

Req. Entry N/A


Display N/A

Group Insurance

Suppress N/A

Req. Entry N/A


Field name

Values

Display N/A

Group W/holding tax data, w/h tax 2

Suppress Withholding tax code (2), Withholding tax number, Withholding tax types

Req. Entry N/A

Opt. Entry W/hold.tax deduction, w/h tax 2

Display N/A


10. Select the Sales data text, then expand Field Status Group.


Field name Values

Group Sales

Suppress N/A

Req. Entry Pricing procedure, Currency


Display N/A

Group Shipping

Suppress Rail specifications

Req. Entry N/A


Display N/A

Group Billing

Suppress Hedging and credit contr. Area

Req. Entry Taxes and licenses


Display N/A

Group Partner usage

Suppress N/A

Req. Entry N/A


Display N/A

Group Documents

Suppress N/A

Field name Values

Req. Entry N/A


Display N/A


3.2.1.3Partner Determination Procedure Assignment

UseThis activity will assign the account groups to the partner determination procedure.


Transaction code

SM34 (customizing object VC_TPAR_KU)

IMG menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Set Partner Determination for Hierarchy Categories

2. Choose “Set Up Partner Determination for Customer Master”.

3. On the “Partner Determination Procedures: Overview” screen, choose ”Partner Determination Procedure Assignment: Overview”.

4. On the “Partner Determination Procedure Assignment: Overview” screen make the following assignments:

Group Description Partner Determination Procedure

Name

YB01 Sold-to party AG Sold-To Party

YB02 Customer (ext.number assgnmnt)

AG Sold-To Party

YB03 Sold-to party Demo (int.Numb.)

AG Sold-To Party

YBAC Affiliated Companies - BP

AG Sold-To Party

YBEC Export Customers - BP

AG Sold-To Party

YBOC One-time cust.(ext.no.assgnmt)

AG Sold-To Party

YBPC Dummy customer AG Sold-To Party

YBVC Vendor_AT WE Ship-to party


3.2.2 Customer Master Data

3.2.2.1Defining Legal Statuses

UseThis activity will define the possible business forms which a customer can have (for example, corporation or limited liability company). You specify the business form in the general data of the customer master record as part of the marketing information (which specifies a business form for all sales areas).


Transaction code

OVR6

IMG menu Sales and Distribution Master Data Business Partners Customers Marketing Define Legal Statuses

2. On the Change View “Legal Status (Customer Master):” Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, enter the following data:

Legal Status Description

01 Legal status 01

06 Co.,Ltd.

07 Inc.

10 Corp.


3.2.2.2Defining Customer Groups

Use

In this menu option, you define the customer groups to which a customer can belong. You specify the customer group for sales data in the customer master record for each sales area. The SAP system copies this specification automatically into the sales documents at header and item level. Here, you will find the customer group on the detail screen for general business data.


Transaction OVS9

code

IMG menu Sales and Distribution Master Data Business Partners Customers Sales Define Customer Groups

2. On the Change View “Customer groups”: Overview screen, choose New Entries.


Cgrp Name

02 Retail

03 Wholly-owned subsid.

04 Partly owned subsid.

05 Competition

06 Public sector

07 Private customer

08 Wholesale


3.2.2.3Defining Sales Districts

UseIn this menu option, you define the sales districts in which the customers' subsidiaries can be located. You specify the sales districts for the sales data in the customer master record for each sales area.


Transaction code

OVR0

IMG menu Sales and Distribution Master Data Business Partners Customers Sales Define Sales Districts

2. On the Change View “Customers: Sales Districts”: Overview screen, choose New Entries.


Sales district District name

DE0001 Northern Japan

DE0002 Southern Japan

DE0003 Western Japan

DE0004 Eastern Japan

DE0005 Middle Japan


3.2.3 Customer Hierarchies

3.2.3.1Assigning Sales Areas to Customer Hierarchy Types

UseThis activity will assign sales areas to each other, which allows you to determine whether a sales area uses its own customer hierarchies or shares one with another sales area.


Transaction code

OVH3

IMG menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Assign Sales Areas

2. On the Change View “Customer Hierarchy: Allowed Sales Area Assignments”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries.

CustHType Sales Org. Distr.Chl Division HgLvSlsOrg HLDstrCh HgLvDivis.

A 1000 10 10 1000 10 10


3.2.3.2Allowed Account Group Assignments for Customer Hierarchies

UseThis activity will assign the possible higher-level account groups to the account groups permitted for each customer hierarchy type. Therefore, both the valid account groups for each hierarchy type are defined and the higher-level account groups of the valid account groups. This will prevent the system assigning a ship-to party above a sold-to party.


Transaction code

OVH2

IMG menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Assign Account Groups

2. On the Change view “Allowed Acct. Grp Assign. For Cust. Hier.”: Overview screen, choose New Entries.


CustHType Acct Group Hg Lv Acct Gr

A 0001 0012

A YB01 YB01

A YB01 0003

A YB01 YB02

A 0012 0012

A 0012 0003

A 0003 0003

A YB02 YB01

A YB02 0012

A YB02 0003

A YB02 YB02

A YB01 0012

A 0003 0012


3.3 Logistics Execution

3.3.1 LE: Shipment Cost

3.3.1.1Defining and Assigning Shipping Type Procedure Group

UseThis activity defines the pricing procedure. You also assign transactions to the pricing procedure transactions by defining the following dependencies for:


Transaction code

T_72

IMG menu Logistics Execution Transportation Shipment Costs Pricing Pricing Control Define and Assign Pricing Procedures

2. Double-click Define and assign shipping type procedure group.

3. Choose New Entries, and enter the following data:

Field name Description User action and values Notes

ShipTypGrp 0005

Description Air


5. Double-click Dialog Structure Assign shipping type procedure group.

6. In the 05 Airplane row, in the ShpTyp Grp row, enter 0005.


3.3.1.2Assigning Purchasing Data

UseFor settlement, you must assign the organizational units in the shipment to the relevant organizational units in purchasing. These settings are necessary for creating accruals. The accruals are posted using service entry sheets. The purchasing organizational units are needed for service procurement.


Transaction code

SM30 (Customizing Object V_TVFP)

IMG menu Logistics Execution Transportation Shipment Costs Settlement Assign Purchasing Data

2. Choose New Entries, then maintain the following data:

TPPt SCTy POrg PGr Plnt

1000 0001 1000 100 1000


3.3.2 LE: Routes

3.3.2.1Defining Shipping Types

UseIn this activity, you define the shipping types in combination with the mode of transport.


Transaction code

SM30 (Customizing Object V_T173_COM)

IMG menu Sales and Distribution Basic Functions Routes Define Routes

Define Shipping Types


PT Description MdTr StPG

05 Airplane 05 0005


3.3.3 LE: Packaging

3.3.3.1Defining Packaging Material Types

Use

The packaging material type combines packaging materials into groups and contains essential control features which apply to the corresponding shipping materials. When you specify a shipping material type in the material master record, each shipping material is assigned to a shipping material type.


Transaction code

VHAR

IMG menu Logistics – General Handling Unit Management Basics Define Packaging Material Types


Packag. mat type

Output Det Proc

Output Type

Sort Plant determin.

Pack. matl cat.

Number assgnmt

Int. interval

External Interval

YB09 Barrel

000001 MALB 0000 A C B 01

YB10 Reefer box

000001 MALB 0000 A C B 01 02

YB11 Reefer container

000001 MALB 0000 A C B 01 02

YB12 Chep-Pallets 1/2

000001 MALB 0000 B D B 01 02

YB13 Tank lorry

0000 B A B 01 02

YB14 000001 MALB 0000 B D B 01 02

Packag. mat type

Output Det Proc

Output Type

Sort Plant determin.

Pack. matl cat.

Number assgnmt

Int. interval

External Interval

Chep-Pallets 1/4

YB15 Bottle

000001 MALB 0000 B C B 01

0001 Pallets

000001 MALB 0000 B D B 01 02

0002 Container

000001 MALB 0000 A C B 01 02

0003 Ship 0000 A A B 01 02

YB04 Truck

0000 A A B 01 02

YB05 Cardboard box

000001 MALB 0000 B C B 01 02

YB06 Case

000001 MALB 0000 B C B 01 02

YB07 Box 000001 MALB 0000 B C B 01 02

YB08 Waggon

0000 A B B 01 02


3.3.3.2Defining Material Group for Packaging Materials

UseIn this menu option, you define material groupings packaging materials, with which materials that are to be packed into similar packaging materials are grouped together. The material grouping for packaging materials is entered in the material master record of the shipping material.


Transaction code

SM30 (Customizing Object V_TVEGR)

IMG menu Logistics – General Handling Unit Management Basics Define Material Group for Packaging Materials


GrPMt Description

YB01 Pallets

YB02 Container

GrPMt Description

YB03 Case

YB04 Card Box

YB05 Bulk goods

YB06 Single parts

YB07 Small packed part

YB08 Loose liquid prod

YB09 Reefer cargo

YB10 Truck




3.3.3.3Defining Allowed Packaging Materials

UseWhen you pack materials or handling units, the system checks if the packaging materials for the handling unit (to which the items are to be packed) are allowed for packing. By assigning packaging material types to the material groups for packaging materials, you define which packaging materials are allowed for packing. By assigning shipping material types to material groups for shipping materials, you define which shipping materials are allowed for packing.


Transaction code

SM30 (Customizing Object V_TERVH)

IMG menu Logistics - General Handling Unit Management Basics Define Allowed Packaging Materials

2. Choose New Entries and maintain the following data:

Mat Grp PM PkgMtlType

YB01 0001

YB01 YB04

YB01 YB08

YB02 0002

YB02 0003

YB02 YB04

YB02 YB08

Mat Grp PM PkgMtlType

YB03 0001

YB03 0002

YB03 YB04

YB03 YB06

YB03 YB08

YB04 0001

YB04 0002

YB04 YB04

YB04 YB05

YB04 YB08

YB05 0003

YB05 YB04

YB05 YB08

YB06 0002

YB06 YB06

YB06 YB07

YB07 YB05

YB07 YB06

YB07 YB07

YB08 YB09

YB08 YB15

YB09 YB10

YB09 YB11

YB10 YB04

YB12 YB04

YB12 YB08

YB12 YB12

YB14 YB04

YB14 YB08

YB14 YB14


3.3.4 LE: Defining Shipping Points

3.3.4.1Assigning Shipping Points

UseIn this menu option, you allocate the shipping points to the desired combinations of shipping condition and loading group for each plant.


Transaction code

SM30 (Customizing Object V_TVSTZ)

IMG menu Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points


SC LGrp Plnt PrShP

01 0001 0001 0001

01 0001 1000 1000

01 0001 1100 1100

01 0002 1000 1000

01 0002 1100 1100

01 0003 1000 1000

01 0003 1100 1100

02 0001 1000 1000

02 0001 1100 1100

02 0002 1000 1000

02 0002 1100 1100

02 0003 1000 1000

02 0003 1100 1100

03 0001 1000 1000

SC LGrp Plnt PrShP

03 0001 1100 1100

03 0002 1000 1000

03 0002 1100 1100

03 0003 1000 1000

04 0001 1000 1000

04 0001 1100 1100

04 0002 1000 1000

04 0002 1100 1100

04 0003 1000 1000

RE 0001 1000 100R

RE 0001 1100 110R

RE 0002 1000 1000

RE 0002 1100 1100

RE 0003 1000 1000


3.3.5 LE: Deliveries

3.3.5.1Defining Delivery Types

UseIn this menu option you define your delivery types which represent the different business transactions in shipping.


Transaction code 0VLK

IMG menu Logistics Execution Shipping Deliveries Define Delivery Types



Delivery type LF Delivery

Document cat. J Delivery

NR int. assgt 17

No.range.ext 18

ItemNoIncrement 10

Order required Sales order required

Defautl ord. Ty. DL Order Type Sched

ItemRequirement 202 Order w.indep.item

Stor.loc.rule MALA

OutputDetProc V10000

TextDetermProc 02

Output Type YBL1

Application V2

Route determin. New route determination with check

PartnDetProc LF

Distrbtn Mode Distribution at Delivery

Screen seq.grp LF

Display range All items


Delivery type NL IntPlant Stock Dely

Document cat. J Delivery

NR int. assgt 17

No.range.ext 18

ItemNoIncrement 10

Order required Purchase order required

Defautl ord. Ty. DL Order Type Sched

ItemRequirement 202 Order w.indep.item

Stor.loc.rule MALA

OutputDetProc V10000

TextDetermProc 02

Output Type LD00

Application V2

Route determin. No new route determination

PartnDetProc LF

Distrbtn Mode Distribution control by warehouse number

Screen seq.grp LF

Display range All items


3.3.5.2Assignment of List Profile to Delivery Scenario

UseThis activity will assign a List Profile to a Delivery Creation profile.


Transaction code SM30 (Customizing Object V_T186V)

IMG menu Logistics Execution Shipping Worklists Assignment of List Profile to Delivery Scenario

2. Choose the New Entries button.


Scenario Description Profile name

Selection screen Dlv creation profile

500A Schedule background processing

5001 5 - Schedule batch jobs without tab

0101

4. Choose Save.

3.4 Pricing

3.4.1 Defining Condition Tables

UseIn this IMG activity, you define price dependencies. You can make prices, surcharges, and discounts dependent on almost all the fields in a document. You define these dependencies using the condition tables. In a condition table, you define the combination of fields for which you can create condition records.


Transaction SM30 (Customizing object VV_T681F_VA)

code

IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Tables

2. If table 830 does not exist on the Choose Activity dialog box, double-click Create condition tables, and go to the next step. If table 830 does exist, double-click Change condition tables.

3. In the Table field, enter 830, and choose Enter.

4. In the Field Catlg column, locate Sales Organization and double-click it. The field is copied to the Selected fields column.

5. Choose Generate.

6. Choose Save. Do not perform any other steps in this task.

3.4.2 Defining Access Sequences

Use

This activity defines access sequences. The access sequence is a search strategy which the SAP System uses to search for condition records valid for a condition type. For example, you can define for a price that the SAP System first searches for a customer-specific price and then for a price list price.


Transaction code

SM34 (with Customizing object VVC_T682_VA)

IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define Access Sequences

2. Double-click Maintain Access Sequences. Accept the warning dialog box.


4. Enter the following data:


AcSq YB20

Description Sales Organization


3.4.3 Condition Types

UseThis activity will define condition types. Price elements are represented in the SAP system by condition types. Price elements can be, for example, prices, surcharges, discounts, taxes or, freight, and are stored in the system in condition records. You can, for example, define whether a discount is calculated as a percentage or a fixed amount using the condition type. You specify an access sequence in every condition type. Thus, you define which fields the SAP system checks when searching for a valid condition record.


Transaction code

SM30 (Customizing Object VV_T685A_VA)

IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Types

2. On the Choose Activity dialog box, double-click Maintain Condition Types.

3. On the Change View “Conditions: Condition Types”: Overview screen, choose New Entries.



Condit.Type YB30 100% discount

Access Seq YB20

Cond.class A

Calculat.type A

Plus/Minus X

Manual entries D

Item condition Checked

Amount/percent Checked

Delete Checked

Delete fr. DB Do not delete (Set the deletion flag only)

Scale Basis B


3.4.4 Copying Rules for Condition Types

UseThis activity will define rules for copying condition records. The copy function allows you to copy the data in an existing condition record to a large number of new condition records to reduce the

time required for maintenance. The existing condition record contains a condition type and a condition table which are referred to as the source condition type and source condition table in the copying rule. In the copying rules, you make the possible assignments of source condition tables and source condition types to target condition tables and target condition types.


Transaction code

VB(C

IMG menu Sales and Distribution Basic Functions Pricing Copy Control for Conditions

2. On the Choose Activity dialog box, double-click Copying Rule for Condition Types.




SCoT UTXJ

No 01

TaCoT UTXJ


3.4.5 Defining and Assigning Pricing Procedure

UseIn this activity, you define the pricing procedure used.


Transaction code

VB(C

IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures

2. In the Choose Activity dialog box, choose MaintainPricing Procedures.

3. On the Change View “Procedures”: Overview screen, select the entry for procedure RVAA01 and choose Copy As…

4. Overwrite the procedure name with YBAA01 and choose Enter.

5. In the dialog box, choose copy all.


3.4.6 Defining Pricing Procedure Determination

UseIn this activity, you define how the pricing procedure is determined.


Transaction code

OVKK


2. In the Choose Activity dialog box, choose Define Pricing Procedure Determination.

3. On the Change View “Pricing Procedures: Determination in Sales Docs.”: Overview screen, make the following entries:

Sales Org.

DChl Division DoPr CuPP PriPr. CTyp

1000 10 10 A 1 YBA001 PR00

1000 10 10 C 1 YBA001 PR00

1100 10 10 A 1 YBA001 PR00

2000 10 10 A 1 YBA001 PR00


3.4.7 Defining Document Pricing Procedure

UseIn this activity, you define the document pricing procedure Z (credit memo).


Transaction code

VB(C


2. On the Choose Activity dialog box, choose Define Document Pricing Procedure.

3. On the Change View “Pricing Procedures: Transaction.”: Overview screen, choose New Entries and make the following entries:

Document Pricing Procedure Description

Y Credit memo


3.5 Account Determination

3.5.1 Materials: Account Assignment Group

UseThis activity defines account determination dependencies for materials.


Transaction code

SM30 (Customizing Object V_TVKM)

IMG menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Check Master Data Relevant for Account Assignment

2. Double-click Materials: Account Assignment Groups.


Account Assignment Group Description

03 Finished Products

Y1 Service Provider

Y2 Returnable Goods


3.5.2 Customers: Account Assignment Group

UseThis activity defines account determination dependencies for customers.


Transaction code

OVK8

IMG menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Check Master Data Relevant for Account Assignment

2. Double-click Customers: Account Assignment Groups.


Account Assignment Group Description

04 Dom.Rev. without CO


3.5.3 Defining Account Determination Procedure

UseThis activity will define your account determination procedures and allocate them to the billing types.


Transaction code

SM34 (Customizing Object VVC_T683_XX_VC)

IMG menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Define and Assign Account Determination Procedure

2. Double-click Define Account Determination Procedure.

3. Select the row KOFI00 Account Determination, then double-click Control Data.


Step Cntr CTyp Requiremt

10 1 KOFI

10 2 KOFK 2


3.5.4 Default Values for Account Group for Customer Creation

UseThis activity will assign default values for account group for a returns customer creation.


Transaction code SM30 (Customizing Object V_T077K_W)

IMG menu Materials Management Purchasing Vendor Master

Default values for account group for customer creation



Group Default for Cust.Acct.Group

KRED 0003

4. Choose Save.

3.5.5 Defining Account Keys

UseYou define your account keys in this menu option and allocate them to the condition types in the pricing procedures.


Transaction code

SM30 (Customizing Object VV_T687_V1)

IMG menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Define and Assign Account Keys

2. Double-click Define Account Key.


Account Key Name

YB1 ERS material rel.

YB2 ERS customer rel.

YB3 provision f. freight

YBS Customer discounts


3.6 Assigning G/L Accounts

UseThis activity will allocate G/L accounts for revenue account determination. You have to make the allocation for every access sequence you have defined beforehand.


Transaction code

VKOA

IMG menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Assign G/L Accounts

2. On the Assign G/L Accounts screen, double-click Table 1.

3. On the Change View “Cust Grp/MaterialGrp/AcctKey”: Overview screen, choose New Entries.

4. Maintain the following data:

App CndTy. ChAc SOrg. AAG AAG ActKy G/L acct Provision acc.

V KOFI YAJP 1000 01 01 ERL 81110000

V KOFI YAJP 1000 01 01 ERS 81180000

V KOFI YAJP 1000 01 02 ERL 81110000

V KOFI YAJP 1000 01 02 ERS 81180000

V KOFI YAJP 1000 01 03 ERL 81110000

V KOFI YAJP 1000 01 Y1 ERL 81210000

V KOFI YAJP 1000 01 Y1 ERS 81320000

V KOFI YAJP 1000 01 Y2 ERL 81110000

V KOFI YAJP 1000 01 Y3 ERL 81310000

V KOFI YAJP 1000 02 01 ERL 81120000

V KOFI YAJP 1000 02 01 ERS 81180000

V KOFI YAJP 1000 02 02 ERL 81120000

V KOFI YAJP 1000 02 02 ERS 81180000

V KOFI YAJP 1000 02 03 ERL 81120000

V KOFI YAJP 1000 02 Y2 ERL 41739990 41739990

V KOFI YAJP 1000 03 01 ERL 81110000

V KOFI YAJP 1000 03 02 ERL 81110000

V KOFI YAJP 1000 03 03 ERL 81110000

V KOFI YAJP 1000 03 Y2 ERL 41739990 41739990

V KOFI YAJP 1100 01 01 ERL 81110000

V KOFI YAJP 1100 01 01 ERS 81180000

V KOFI YAJP 1100 01 02 ERL 81110000

V KOFI YAJP 1100 01 02 ERS 81180000

V KOFI YAJP 1100 01 03 ERL 81110000

V KOFI YAJP 1100 01 Y2 ERL 81110000

V KOFI YAJP 1100 02 01 ERL 81120000

V KOFI YAJP 1100 02 01 ERS 81180000

App CndTy. ChAc SOrg. AAG AAG ActKy G/L acct Provision acc.

V KOFI YAJP 1100 02 02 ERL 81120000

V KOFI YAJP 1100 02 02 ERS 81180000

V KOFI YAJP 1100 02 03 ERL 81120000

V KOFI YAJP 1100 02 Y2 ERL 41739990 41739990

V KOFI YAJP 1100 03 01 ERL 81110000

V KOFI YAJP 1100 03 02 ERL 81110000

V KOFI YAJP 1100 03 03 ERL 81110000

V KOFI YAJP 1100 03 Y2 ERL 41739990 41739990


6. Repeat steps 2 to 5 for Table 2 with the following data:

App CndTy. ChAc SOrg. AAG ActKy G/L acct G/L acct

V KOFI YAJP 1000 01 ERL 81110000

V KOFI YAJP 1000 01 ERS 81180000 14310000

V KOFI YAJP 1000 02 ERL 81120000

V KOFI YAJP 1000 02 ERS 81180000 14310000

V KOFI YAJP 1100 01 ERL 81110000

V KOFI YAJP 1100 01 ERS 81180000 14310000

V KOFI YAJP 1100 02 ERL 81120000

V KOFI YAJP 1100 02 ERS 81180000 14310000


App CndTy. ChAc SOrg. AAG ActKy G/L acct G/L acct

V KOFI YAJP 1000 01 ERL 81110000

V KOFI YAJP 1000 02 ERL 81110000

V KOFI YAJP 1000 03 ERL 81110000

V KOFI YAJP 1000 Y2 ERL 41739990 41739990

V KOFI YAJP 1100 01 ERL 81110000

V KOFI YAJP 1100 02 ERL 81110000

V KOFI YAJP 1100 03 ERL 81110000

V KOFI YAJP 1100 Y2 ERL 41739990 41739990


App CndTy. ChAc SOrg. G/L acct G/L acct

V KOFI YAJP 1000 81110000

V KOFI YAJP 1100 81110000


App CndTy. ChAc SOrg. ActKy G/L acct G/L acct

V KOFI YAJP 1000 BO1 43210000

V KOFI YAJP 1000 BO2 87910000

V KOFI YAJP 1000 ERB 81190000

V KOFI YAJP 1000 ERF 87910000

V KOFI YAJP 1000 ERL 81110000

V KOFI YAJP 1000 ERS 81180000

V KOFI YAJP 1000 ERU 81190000 43210000

V KOFI YAJP 1000 EVV 11110000

V KOFI YAJP 1000 IEP

V KOFI YAJP 1000 MWS

V KOFI YAJP 1000 YB3 53210000 53210000

V KOFI YAJP 1100 BO1 43210000

V KOFI YAJP 1100 BO2 87910000

V KOFI YAJP 1100 ERB 81190000

V KOFI YAJP 1100 ERF 87910000

V KOFI YAJP 1100 ERL 81110000

V KOFI YAJP 1100 ERS 81180000

V KOFI YAJP 1100 ERU 81190000 43210000

V KOFI YAJP 1100 EVV 11110000

V KOFI YAJP 1100 IEP

V KOFI YAJP 1100 MWS

V KOFI YAJP 1100 YB3 53210000 53210000


3.7 Availability Check

3.7.1 Availability Check: Defining Checking Groups

UseThis activity will define checking groups with which you specify the type of requirements records that the system will create when processing sales orders or deliveries. Sales order requirements and delivery requirements can be controlled separately.


Transaction code

OVZ2

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Checking Groups



Av Description TotalSales TotDlvReqs Accum Response

01 Daily requirements B B 3

02 Individ. Requirements A A 3

Y2 Individ.requirements A A 3


3.7.2 Defining Material Block For Other Users

UseIn this IMG activity you define for each checking group and initiator whether the material master record should be blocked for other orders during the availability check. If it is blocked, you cannot create two orders for the same material at the same time.


Transaction code

SM30 (V_TMVFP)

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Material Block for Others Users



Av Description Initiator Block

Y2 Individ.requirements A X

Y2 Individ.requirements B X

Y2 Individ.requirements C


sapevent:DOCU_LINK%5CGL:material_master_record

sapevent:DOCU_LINK%5CGL:material_master_record

3.7.3 Availability Check: Define Checking Groups Default Value

UseThis activity will 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.


Transaction code

SM30 (Customizing Object V_TMVFU)

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Checking Groups Default Value



Material Type Plant Availability Check

FERT 1000 Y2

FERT 1100 Y2

HAWA 1000 Y2

HAWA 1100 Y2

LEIH 1000 Y2

LEIH 1100 Y2

VERP 1000 Y2

VERP 1100 Y2


3.7.4 Carry Out Control For Availability Check

UseThis activity will define checking rules for the availability check and allocate them to a checking group.

1. Access the activity using one of the following navigation options:

Transaction code

OVZ9

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Carry out Control For Availability Check



Avail CRl

Y2 01

Y2 03

Y2 A

Y2 AE

Y2 AQ

Y2 AV

Y2 AW

Y2 B

Y2 BE

Y2 BQ

Y2 BV

Y2 BW

Y2 PM

Y2 PP

Y2 PS

Y2 RP

Y2 RS


3.7.5 Availability Check against Product Allocation: Maintain Procedure

UseThis activity defines the product allocation determination procedure for the availability check against product allocations.


Transaction code

OV1Z

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Maintain Procedure

2. On the Change View “Product Allocation: Definition of Procedure”: Overview screen, choose New Entries.



Product Allocation 001

Description Prod. Alloc. Scheme


3.7.6 Availability Check against Product Allocation: Define Object

UseThis activity will define the product allocation object. This product allocation object is the object in the product allocation determination procedure. This is because product allocations are stored in the planning hierarchy by object.


Transaction code

SM30 (Customizing Object V_T190O)

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Object




Object 001

Description SD Prod. Alloc.


3.7.7 Availability Check against Product Allocation: Specify Hierarchy

UseThis activity assigns an info structure to each of the product allocation determination procedures. You can display the suitable statistical structures.

Procedure


Transaction code

OV3Z

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Specify Hierarchy

2. On the Change View “SD Product Allocation Planning Structure”: Overview screen, choose New Entries.



Procedure 001 Prod. Alloc. Scheme

Step

Step Name Prod. Alloc. Steps

Info Struct. S140

Mask $


3.7.8 Availability Check against Product Allocation: Define Consumption Periods

UseWhen you have defined a product allocation determination procedure, you can also define (past and future) consumption periods for product allocation quantities.


Transaction code

SM30 (Customizing Object V_T190V)

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Consumption Periods




Info structure S140

Bwd cons 3

Fwd cons 2


3.7.9 Availability Check against Product Allocation: Control Product Allocation

UseThis activity will assign one or several objects with different validity periods to the product allocation determination procedures. The validity periods cannot overlap.


Transaction code

OV4Z

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Control Product Allocation

2. On the Determine Work Area: Entry dialog box, in Product Allocation, enter 001 then choose Continue.




Step 0

Info structure S140

Object 001 SD Prod. Alloc

Valid to 12/31/2999

Active Checked

Conversion factor 1.000


3.7.10 Defining Flow According to Requirement Category

UseThis activity will determine whether the system should run an availability check for product allocations or not. You can determine this in each requirements class.


Transaction code

OVZ0

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Flow According to Requirement Category

2. On the Change View “Availability and Transfer of Requirements by Req. Type”: Overview screen, maintain the following entries:

ReqCl AvC Rq All.

011 X X X

030 X X X

031 X X X

041 X X X


3.8 Output Control

3.8.1 Maintaining Output Procedure

UseThis activity defines output determination for documents.


Transaction code

SM34 (Customizing Object VVC_T683_XX_V3)

IMG menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Maintain Output Determination Procedure


3. In the Procedure column, enter V10000, and in the Description column, enter Billing Output.

4. Choose Save.

5. Choose the row you just created, and double-click Control Data.


Step Cntr CTyp Description Requiremt Manual only

010 01 RD00 Invoice 0

7. Choose Save, then choose Back twice.

3.9 Output Control – Sales Documents

3.9.1 Maintaining Output Types: Output Tpyes

UseThe purpose of this activity is to maintain output types.


Transaction code V/30

IMG menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Types

2. On the Display View” Output Types”: Overview, select entry and choose Mail Title and Texts.

Language Key

Appln Output Type Document title

EN V1 AF00 Access type for print parameter and proposal

EN V1 AN00 Access for Print Parameter and Proposal

EN V1 BA00 Access Type for Print Parameter and Proposal

3. On the overview screen, double-Click Output types AF00, AN00 and BA00 and enter the following values:

Partial Output 1 from 2 of the table V_T685B:

Usage Application Output type Access

sequence

Name PrntParamtr criteria

B V1 AF00 0003 Inquiry 1

B V1 AN00 0002 Quotation 1

B V1 BA00 0004 Order Confirmation

1


Dispatch time1

Access

To

conditions

Storage

Mode

Document

type

Transmission

Medium

Partner Function

1 X 1 1 SP

1 X 1 SDOQUOTAT 1 SP

1 X 1 SDOORDER SP

4. Choose Save.

Result The output types are created.

3.9.2 Maintaining Output Types: Message Types

UseThe purpose of this activity is to create message type.


Transaction code SM30 (Customizing Object VN_TNAPN)

IMG menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Types

2. Select OutputType and choose Partner functions from the Dialog Structure.

3. Maintain the following values (Output Table VN_TNAPN):

Application Output Type Transmission Medium

Partner Function

V1 AF00 1 SP

V1 AF00 2 SP

V1 AN00 1 SP

V1 AN00 2 SP

V1 AN00 6 SP

V1 BA00 1 SP

V1 BA00 2 SP

V1 BA00 6 SP

V1 BA00 A SP

4. Choose Save.

Result The message types are created.

3.10 Output Control – Shipping

3.10.1 Maintaining Output Types




IMG menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Types


3. Enter the following values. Output Table V_TNATI:

Language Key


EN V2 LD00 Access Type for Print Parameter and Proposal

4. Choose Save.

5. On the Display View” Output Types”: Overview Enter the following values. Partial Output 1 from 2 of the table V_T685B:


sequence


B V2 LD00 0012 Delivery Note 5

B V2 YBL1 0012 Bill of Lading 5


Dispatch time1

Access

To

conditions

Storage

Mode

Document

type

Transmission Medium

Partner Function

3 X 1 SDODELNOTE 1 SH

3 X 1 SDODELNOTE 1 SH

6. Choose Save.


3.10.2 Assigning Output Determination Procedures

UseThe purpose of this activity is to assign output determination procedures.



IMG menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Assign Output Determination Procedures

2. On the Choose Activity dialog box, select Assign deliveries (header) and choose enter.

3. On the Change View” Delivery Types –Output Determination Procedure”: Overview, enter the following values. Output Table V_TVAK_NAC:

Sales Document Type

Appln Output determ.proc. Output Type

LF V2 V10000 YBL1

LR V2 V10000 YBL1

4. Choose Save.

Result The output determination procedures are assigned.

3.10.3 Maintaining Output Types - Partner Function

UseThe purpose of this activity is to create message type.



IMG menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Types

2. On the Change View “Output Types”: Overview, choose the OutputType and double-click Partner Functions from the Dialog Structure.

3. Enter the following values. Output Table VN_TNAPN:

Application Output Type Transmission

Medium

Partner Function

V2 LD00 1 SH

V2 LD00 2 SH

4. Choose Save.

Result The message types are created.

3.11 Output Control – Billing

3.11.1 Maintaining Output Types




IMG menu Sales and Distribution Billing Intercompany Billing Automatic Posting to Vendor Account (SAP-EDI)

2. Choose Activity Maintain output types


4. Enter the following values. Output Table V_TNATI:

Language Key


EN V3 RD00 Access Type for Print Parameter and Proposal

5. Choose Save.

6. Enter the following values. Partial Output 1 from 2 of the table V_T685B:


sequence


B V3 RD00 0002 Invoice 1


Dispatch time1

Access

To

conditions

Storage

Mode

Document

type

Transmission

Medium

Partner Function

1 X 1 SDOINVOICE 1 BP

7. Choose Save.


3.11.2 Assigning Output Determination Procedures

UseThis activity defines output determination procedures for documents.


Transaction code

VOFA

IMG menu Sales and Distribution Billing Billing Documents Define Billing Types

2. On the “Choose Activity” screen select “Define Billing Types”.

3. Choose the relevant billing type and make the following entries:

Billing Type Output determ.proc. Application Output Type

F1 V10000 V3 RD00

F2 V10000 V3 RD00

FAZ V10000 V3 RD00


3.11.3 SD Output Determination - Billing Partner Functions

UseThe purpose of this activity is to create message types.


Transaction code SM30 (Customizing Object VV_TNAPN_V3)

IMG menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Assign Output Types to Partner Functions

2. On the “Change View: Output Control: Output By Partner Function: Overview” Screen choose New Entries and make the following entries:

Application Output Type Transmission Medium

Partner Function

V3 RD00 1 BP

V3 RD00 2 BP

3. Choose Save.

ResultThe message types are created.

3.12 Defining Print Parameters

3.12.1 Defining Print Parameters Sales Organization

UseIn this step, you define the print parameters for sales, shipping, billing, transportation and sales activity output, for example. This is dependent on a predefined key.


Transaction code

VP01

IMG menu Sales and Distribution Basic Functions Output Control Define Print Parameters

2. On the Print Parameters screen, locate and double-click Inquiry (AF00).


SOrg Output Device Name Suffix 1

Suffix 2 Immediate Release

1000 LP01 (or LOCL or other printer)

LIST1S AF00 ANFRAGE Checked


5. Repeat steps 2 to 4 for the following data:

CTyp SOrg. Output Device Name Suffix 1

Suffix 2 ImmediateRelease

AN00 1000 LP01 (or LOCL or other printer)

LIST1S AN00 ANGEBOT X

BA00 1000 LP01 (or LOCL or other printer)

LIST1S BA00 AUFTRAG X

KO00 1000 LP01 (or LOCL or other printer)

LIST1S KO00 KONTRAKT X

CTyp SOrg. Output Device Name Suffix 1

Suffix 2 ImmediateRelease

LP00 1000 LP01 (or LOCL or other printer)

LIST1S LP00 LIEFERPLAN X

RD00 1000 LP01 (or LOCL or other printer)

LIST1S LT01 RECHNUNG X

RD03 1000 LP01 (or LOCL or other printer)

LIST1S AF00 ANFRAGE

RDES 1000 LP01 (or LOCL or other printer)

LIST1S LT01 ESR-RECHNUNG

3.12.2 Defining Print Parameters Shipping

UseIn this step, you set the output parameters. The condition types set for the output determination, which the system can find automatically, appear under the category "Shipping". Per condition type, you specify - depending on which output location in the condition type is set as a print parameter - one or several locations and determine an output device as well as some parameters for the printout per condition type and position.


Transaction code

VP01SHP

IMG menu Logistics Execution Shipping Basic Shipping Functions Output Control Define print parameters shipping

2. On the Print Parameters screen, locate and double-click Delivery Note (LD00).


Ship Point

Output Device Name Suffix 1

Suffix 2

Immediate Release

1000 LP01 (or LOCL or other printer)

LIST1S LD00 LIEFER X


3.13 Output Control – Picking SD

3.13.1 Output Determination for Picking List

UseThis activity will define the settings for SD picking without Lean WM.

For further details regarding the output customizing for SD picking (w/o lean WM) refer to OSS note 145136.

Procedure1. Access the activity use the following navigation:

Transaction code OVLT

IMG menu n/a

2. Make the following entries (for shipping point 1000, 100R, 1100 and 110R) on the Change View “Organizational Unit: Shipping Pts. – Print Picking Lst”: Overview screen.

Field name User action and values Note

Out. EK00

Lng EN

No. 1

Time 3

Med 1

3. Save your entries.

4. Choose Back (F3).

ResultOutput determination for SD picking has been set up.

3.13.2 Maintaining Print Parameter for SD Picking

UseThis activity will define print parameters for SD picking without Lean WM.

For further details regarding the output customizing for SD picking (w/o lean WM) refer to OSS note 145136.


Transaction code VP01SHP

IMG menu Logistics Execution Shipping Basic Shipping Functions Output Control Define print parameters shipping

2. On the Print Parameters View click “Shipping /Spec.Case((V4).

3. On the Print Parameters View double click “Picking List (EK00)”).

4. On the Change View “Print Parameters for Shipping Point”: Overview screen, choose the New entries button.



Shipping Point 1000

OutputDevice LP01 Select suitable device

Name LIST1S

Suffix1 EK00

Suffix2 KOMMILISTE

Print immed. Selected


7. Repeat step 4 and 5 for shipping point 100R, 1100 and 110R.


ResultThe print parameters for SD picking have been set up.

3.14 Product Specific Settings

3.14.1 Maintaining Procedure Determination in Background for Product Proposal

UseThis activity will determine the product proposal procedure for background processing.


Transaction code

SM30 (Customizing Object V_TPVSB)

IMG menu Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (in Background) for Product Proposal


SOrg. DChl Dv PPCustProc PPPr

1000 01 01 A A00001


3.14.2 Maintaining Procedure Determination Online for Product Proposal

UseThis activity will determine the product proposal procedure for background processing.


Transaction code

SM30 (Customizing Object V_TPVSO)

IMG menu Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (Online) for Product Proposal


SOrg. DChl Dv SOff. SGrp PPCustProc PPDoPr PPPr

1000 10 10 100 100 A A A00001


3.14.3 Assigning Document Procedure to Sales Document Type

UseThis activity will assign the document determination procedure for the product proposal to the individual sales document types.


Transaction code

SM30 (Customizing Object V_TVAK_PV)

IMG menu Sales and Distribution Basic Functions Dynamic Product Proposal Assign Document Procedure for Product Proposal to Sales Document Type


SaTy Description PP DocProc

QT Quotation A

SO Rush Order A

OR Standard Order A


3.15 Defining Item Category Groups

UseUsing the item category group, you group together different material types for item category determination from the SD view. For every material type, you can define a default item category group which is proposed by the SAP System when you create a material master record.


Transaction code

SM30 (Customizing Object V_TPTM)

IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category Groups


ItCGr Description

YB01 Credit memo

YB02 Ret. Pack. Delivery

YB03 Returnable packaging

YB09 Standard w/o batch

YBKF Header config.

YBKP Component

YBER Service w/SD-order

YBLE Service w/o Delivery

YBEN Service w/o Project

YBEP Service w/ project

YBOR Stock ord 3rd party (w. SN)

YBNA Stock ord 3rd party (w/o SN)

YBUK Bought-In


3.16 Determining Active Receivables per Item Category

Use

This activity will activate the credit management functionality by sales item category.


Transaction code SM30 (Customizing Object V_TVAP_KRE)

IMG menu Sales and Distribution Basic Functions Credit Management/Risk Management Credit Management/Risk Management Settings Determine Active Receivables Per Item Category

2. On the row with ItCa of TAN, select the Credit active checkbox.

3. Choose Save.

3.17 Changing controllable error messages shipping processing

UseThis activity will change the type for a system message processed during the delivery creation.


Transaction code OVM1

IMG menu n/a

2. Change message L VU 013 according to the table below on the Change View “Controllable Error Messages Shipping Processing”: Overview screen.


Type W



ResultMessage 013 has been changed.

3.18 Sales Order Processing I

3.18.1 Defining Number Ranges for Sales Documents

UseIn this menu option, you define the number intervals of the number ranges for sales documents.


Transaction code

VN01

IMG menu Sales and Distribution Sales Sales Document Header Define Number Ranges for Sales Documents

2. Choose Change Intervals.

3. Choose Insert Interval, then maintain the following data:

No From number To number Current number Ext

90 R0001 R9999 X

4. Choose Save, then choose Back twice.

3.18.2 Defining Sales Document Types

UseThis activity will define settings for sales document types.


Transaction code VOV8

IMG menu Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types



Sales Document Type YBRE YBFD

SD document categ. H I

Number range – internal assignment 13 01

Number range – external assignment 14 02

Item number increment 000010 000010

Sub-item increment 000010 000010

Reference mandatory M

Check division

Check credit limit

Item division

Read info record X X

Output application V1 V1

Screen Sequence Group RE RE

Incompl.proced. 14 13

Transaction Group 0 0

Doc.Pric.Procedure A C

Display Range UALL UALL

FCode for overv. Scr. UER1 UER1

ProdAttr.messages

Delivery type LR LF

Shipping conditions RE

Delivery-related billing type

Order-rel.bill.type

Intercomp.bill.type IG

Billing block

CndType line items

Billing plan type

Paymt guarant. proc. 01

Paymt card plan type 03

Checking group 01

Propose Delivery Date X X

Billing request

Subseq.order type SD

4. Choose Save.

5. Choose Back.

3.18.3 Sales Organizations - Assign Order Type



Transaction code

OVAO

IMG menu Sales and Distribution Sales Sales Documents Sales Documents Header Assign Sales Area To Sales Document Types

2. In the Choose Activity dialog box, choose Combine Sales Organizations.

3. On the Change View: Sales Organizations – Assign Order Type”: Overview screen, make the following entries:

Sales Organization Reference Sales Organization

1000 1000

1100 1100


3.18.4 Divisions by SalesOrg - Assign Order Type



Transaction code

OVAN


2. In the Choose Activity dialog box, choose Combine Divisions.

3. On the Change View: Divisions by SalesOrg – Assign Order Type”: Overview screen, make the following entries:

Sales Organization Reference Division

1000 10

1000 20

1100 10

1100 20


3.18.5 DistribCh by SalesOrg - Assign Order Type



Transaction code

OVAM


2. In the Choose Activity dialog box, choose Combine Distribution Channels.

3. On the Change View: DistribCh by SalesOrg – Assign Order Type”: Overview screen, make the following entries:

Sales Organization Reference Distribution Channel

1000 10

1000 20

1000 30

1100 10

1100 20

1100 30


3.18.6 Assigning Sales Area to Sales Document Types

Use

In this menu option, you allocate the allowed order types to each sales area.


Transaction code

SM30 (Customizing Object V_TVAKZ)


2. In the Choose Activity dialog box, choose Assign sales order types permitted for sales areas.

3. On the Change View: Sales Documents. Allowed Order Types per Sales Org.: Overview screen, choose New Entries and make the following entries:

Reference Sales Organization

Reference Distribution Channel

Reference Division Sales Document Type

1000 10 10 QT

1000 10 10 CR

1000 10 10 DR

1000 10 10 RK

1000 10 10 OR

1000 10 10 IN

1000 10 10 KB

1000 10 10 KE

1000 10 10 KR

1000 10 10 CQ

1100 10 10 QT

1100 10 10 CR

1100 10 10 DR

1100 10 10 RK

1100 10 10 OR

1100 10 10 IN

1100 10 10 KB

1100 10 10 KE

1100 10 10 KR

1100 10 10 CQ

sapevent:DOCU_LINK%5CGL:order_type


3.18.7 Assigning Sales Area to Credit Control Area

UseThis activity will assign a sales area to a credit control area.


Transaction code SM30 (Customizing Object V_TVTA_KKB)

IMG menu Enterprise Structure Assignment Sales and Distribution Assign sales area to credit control area

2. On the Change View “Sales Area: Allocation to Credit Control Area”: Overview screen make the following entries in row CCAr:

SOrg. DChl DV CCAr

1000 10 10 1000

1000 20 10 1000

1000 30 10 1000

1100 10 10 1000

1100 20 10 1000

1100 30 10 1000

3. Choose Save.

3.18.8 Defining Commodity Codes / Import Code Numbers By Country

UseThis activity will define commodity / import codes by country.


Transaction code SM30 (Customizing Object V_T604)

IMG menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Commodity Codes / Import Code Numbers By Country



Country key Comm./imp.code.no Description

JP 22030010 BP-JP

4. Choose Save.

3.18.9 Defining Customs Offices

UseThis activity will define customs offices.



IMG menu Sales and Distribution Foreign Trade/Customs Transportation Data Define Customs Offices



Country Key Customs office Description

JP 0001 Tokyo

4. Choose Save.

3.18.10 Defining Modes Of Transport

UseThis activity will define modes of transport.



IMG menu Sales and Distribution Foreign Trade/Customs Transportation Data Define Modes Of Transport



Country Key Mode of Transport - Border Description

JP 1 Air

JP 2 Road

JP 3 Sea

JP 4 Rail

JP 5 Mail

4. Choose Save.

3.18.11 Defining Business Transaction Types and Default Value

UseThis activity will define business transaction types and assign default values to sales item categories.


Transaction code SM30 (Customizing Objects V_T605 and V_T605Z)

IMG menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Business Transaction Types And Default Value

2. Double-click Define Business Types.



Country Key

Business Transaction Type

Description Long Text (must be split onto three rows)

JP 11 Final Purchase/Sale

Business transactions with transfer of ownership (actual or intended) and with compensation (financial or otherwise)

5. Choose Save.

6. Choose Back twice.

7. Double-click Define Default Business Type (SD).



Country Key Sales Org Distrib Channel Item category Bus.transaction type

JP 1000 10 TAN 11

JP 1100 10 TAN 11

10. Choose Save.

3.18.12 Defining Relevant Item Categories

UseThis activity will mark item categories relevant for picking.


Transaction code SM30 (Customizing Object V_TVLP_KOM)

IMG menu Logistics Execution Shipping Picking Define Relevant Item Categories

2. For the row with the ItCa of TAC, select the Relevant for Picking checkbox.

3. Choose Save.

3.18.13 Carry Out Control for Availability Check

UseThis activity will define checking rules for the availability check and allocate them to a checking group.


Transaction code

OVZ9

IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Carry Out Control For Availability Check

2. On the Change View “Availability Check Control”: Overview screen, choose New Entries.



Availability Check 01

Checking Rule A

Check without RLT Checked

Incl. Purchase Orders Checked

Include reservations Checked

Include Sales Reqmts Checked

Include Deliveries Checked


5. Repeat steps 2 to 4 for the following data:



Checking Rule B








Checking Rule A








Checking Rule B






6. Choose Save.

3.18.14 Defining Incompleteness Procedures

UseThis activity will define Incompleteness Procedures.


Transaction code OVA2

IMG menu Sales and Distribution Basic Functions Log of Incomplete Items Define Incompleteness Procedures

2. Choose the row with Group H, then double-click Procedures.

3. Choose the Display Change button.



Field name Description User action and values Note

InProc Y1

Description Min.delivery item

6. Choose Save.

7. Choose the Y1 row, then double-click Fields.



Tables Field name Screen Status Group

V50UC BTREF CHSP_T D8

V50UC OVPIK PIOV_T D8

10. Choose Save.

3.18.15 Assigning Incompleteness Procedures

UseThis activity will assign incompleteness procedures to delivery item categories.


Transaction code SM30 (Customizing Object V_TVLP_VUV)

IMG menu Logistics Execution Shipping Basic Shipping Functions Incompletion Control for Deliveries Assign Incompleteness Procedures

2. Double-click Assign incompletion forms to the delivery item types.



Item category Incompletion procedure

DLP Y1

5. Choose Save.

3.18.16 Foreign Trade Data in MM and SD Documents

UseThis activity will control foreign trade data in MM and SD documents.


Transaction code VI49

IMG menu Sales and Distribution Foreign Trade/Customs Control Foreign Trade Data in MM and SD Documents Foreign Trade Data in MM and SD Documents



Country key Export/Import

JP 2 – Dispatch/Export

4. Choose Save.

3.18.17 Defining and Assigning Text Determination Procedures

UseThe text types of a text object are grouped together in text determination procedures. You assign a text determination procedure using certain keys, for example, account group customer or sales document type.


Transaction code VOTX

IMG menu Sales and Distribution Basic Functions Text Control Define and Assign Text Determination Procedures

2. In the Text object pane, select the Header radio button under Delivery and choose Change.

3. In the Dialog Structure pane, double-click Text procedure assignment.

4. In the RL row, make the following entries:

Delivery typ TextDetermProcedure Description

RL 02 Returns (Pur.Ord.)

5. Choose Save.


7. In the Text object pane, select the Item radio button under Delivery and choose Change.


9. In the RLN row, make the following entries:

Item category TextDetermProcedure Description

RLN 02 Returns order

10. Choose Save.


3.18.18 Assigning Material Determination Procedures to Sales Document Types

Use This activity will assign material determination procedures to sales document types.


Transaction code OV14

IMG menu Sales and Distribution Basic Functions Material Determination Assign Procedures To Sales Document Types

2. For sales document type OR, enter the material determination procedure A00001.

3. Choose Save.

ResultThe material determination procedure is assigned.

3.19 Down Payment Configuration

3.19.1 Defining Billing Plan Types

UseThis activity will define a billing type for milestone billing.


Transaction code OVBO

IMG menu Sales and Distribution Billing Billing Plan Define Billing Plan Types

2. On the “Choose Activity” screen choose “Maintain billing plan types for milestone billing”.



Billing Plan Type

Start Date Date Category Online Order FCode-OvervScrn

Y1 01 04 X 0003

Choose Save.

3.19.2 Date category

UseIn this activity you maintain date categories for the billing plan types.


Transaction code OVBJ

IMG menu Sales and Distribution Billing Billing Plan Define and Assign Date Categories

2. On the “Choose Activity” screen choose “Maintain Date Category for Billing Plan Type”.



Billing Plan Type

Date Category

Text Date descript.

Text Billing Rule

Fixed Date

Billing Block

Billing Type

Y1 01 Milestone billing

0003 Contract Conclusion

1 02

Y1 02 Closing Invoice

0008 Closing Invoice

3 02

Y1 03 Down payment request (proc.)

0009 Down Payment

4 02 FAZ

Y1 04 Down payment request (amount)

0009 Down payment

5 0 02 FAZ

Choose Save.

3.19.3 Defining and Assigning Item Category YBAO

UseThis activity will define and assign item category YBAO



IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories

2. Choose the New Entries.


Item category YBAO Milestone-Bill.Plan

Billing Relevance I

Billing Plan Type Y1

Pricing X

Business item Selected

Sched.Line Allowed Selected

Wght/Vol.Relevant Selected

Determine Cost Selected

Incompletion procedure 20

PartnerDetermProced N

TextDetermProcedure 01

Item Cat.Stats.Group 1

Screen Seq.Grp N

5. Choose Save.

6. Choose Back.



IMG Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories



Sales doc type OR

Item cat. Group NORM

Item category TAN

Manual item cat TAP

Manual item cat TAQ

Manual item cat TANN

Manual item cat TAW

Manual item cat DSI

Manual item cat TAO

Manual item cat YBAO

10. Choose Save.

11. Choose Back.

3.20 Defining Item Categories for Deliveries

UseIn this menu option you define your item categories for deliveries.


Transaction code 0VLP

IMG menu Logistic Execution Shipping Deliveries Define Item Categories for Deliveries



Item Category

Doc.Categ. Mat.no.’0’allowed ItemCat.stat.group

YBAO J X 1

Check quantity 0

Check minimum qty

Check overdelivery Relevant for picking

StLocation required

A A A X X

Determine StLoc

Auto Batch Determination

X X

4. Choose Save.

3.21 Assigning Item Categories

UseThis activity will assign item categories to sales documents.



IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories



Sales Document

Item Category

Default Item

Manual Item

Manual Item

Manual Item

Manual Item

Manual Item

Manual Item

Manual Item

Type Group Categorycategorycategorycategorycategorycategorycategorycategory

OR NORM TAN TAP TAQ TANN TAW DSI TAO YBAO

4. Choose Save.

3.22 Copying Control: Sales Document to Billing Document

UseThis activity will define copying control logic from Sales Document types to Billing Types.


Transaction code VTFA

IMG menu Sales and Distribution Billing Billing Documents Maintain Copying Control for Billing Documents Copying Control: Sales Document to Billing Document

2. On the Display View Header”: Overview screen, choose the Display <> Change.

3. Choose a combination of target billing type and source sales document type.

4. In the Dialog Structure screen area, double-click Item.



Target Billing Type

Source Sales Doc Type

Item Category

Copying requirements

Data VBRK/VBRP

Billing quantity

Pos./neg. quantity

Pricing type

F2 TSA YBAO 023 000 A + G

F5 AA YBAO 008 000 C G

F5 TA YBAO 008 000 C G

F5 TAV YBAO 008 000 C G

F5 TSA YBAO 008 000 C G

FAZ TA YBAO 020 000 A + G

FAZ TAV YBAO 020 000 A + G

FAZ TSA YBAO 020 000 A + G

F1 AA YBAO 002 001 C + C

F1 TA YBAO 002 001 C + C

F1 TAV YBAO 002 001 C + C

F1 TSA YBAO 002 001 C + C

F2 AA YBAO 002 000 A + G

F2 TA YBAO 023 000 A + K

F2 TAV YBAO 023 000 A + K

7. Choose Save.

8. Choose Back.

3.23 Specifying Copy Controls for Deliveries

UseThis activity will copy controls.


Transaction code VTLA

IMG menu Logistics Execution Shipping Copying Control Maintain Copy Control for Deliveries

2. On the Display View Header: Overview screen, choose the Display <> Change.

3. Choose the required combinations of source sales document type and delivery type. Double-click Item in the Dialog Structure pane.



Sales Doc Type

Delivery Type

ItemCat Order requirements

Item Data

Item Ext. System

Business Data

Update doc flow

+/-

OR JF YBAO 101 101 2 X +

AA LF YBAO 101 101 2 X +

CH LF YBAO 101 101 2 X +

OR LF YBAO 101 101 2 X +

TAV LF YBAO 101 101 2 X +

TSA LF YBAO 101 101 2 X +

6. Choose Save.

7. Choose Back.

Result Controls are copied.

3.24 Determination of requirement types using transaction

UseIn this activity you determine the relation between item category and requirement type.


IMG menu Logistic Executions Shipping Basic Shipping Functions Availability Check and Transfer of Requirements Transfer of Requirements Determination of Requirement Types using Transaction

Transaction code SM30 (Customizing Object V_TVEPZ_V)

2. On the Change View “Assignment of Requirement Types to Transaction”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, enter the values shown below.

Field name Description User action and values Comment

Item category YBAO

MRP Tpye

Reqmts type KE

Source

4. Save your settings.

5. Choose Back (F3) twice.

3.25 Defining Delivery Item Category

3.25.1 Defining Delivery Item Category

Use This activity will define the delivery item category YBAO.


Transaction code 0VLP

IMG menu Logistics Execution Shipping Deliveries Define Item Categories for Deliveries



Field name Description User action and values Comment

Item Category YBAO

Document cat J Delivery

Mat.no.’0’ allowed X

ItemCat.stat.group 1

Check quantity 0 A Note about the situation

Check minimum qty A Note about the situation

Check overdelivery A Note about the situation

Relevant for picking Selected

StLocation required Selected

Determine SLoc Selected

AutoBatchDeterm Selected

4. Choose Save.

5. Choose Back.

Result The delivery item category is defined.

3.25.2 Defining and Assigning Text Determination Procedures

UseThe text types of a text object are grouped together in text determination procedures. You assign a text determination procedure using certain keys, for example, account group customer or sales document type.


Transaction code VOTX


2. In the Text object pane, select the Itemr radio button under Delivery and choose Change.


4. In the YBAO row, make the following entries:

Item Cat TextDetermProcedure Description

YBAO 02 Standard Item IM

5. Choose Save.


3.26 SIS Configuration

3.26.1 SIS Header Configuration

UseThis activity will make the necessary settings at the header level for Sales Information System settings


Transaction code OVRO

IMG menu Logistics – General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Sales Update Group Assign Update Group at Header Level




Sales Org 1000

Dist Channel 10

Division 10

Customer Stats Group 1

StatGrpSales Doc 01

Update Group 000001

4. Choose Save.

5. Choose Back.

6. Repeat steps 2 to 5, using a StatGrpSalesDoc of 02 and an Update Group of 000002.

3.26.2 SIS Item Configuration

UseIn this activity, you make all the necessary settings at item level for the Sales Information System.


Transaction code OVRP

IMG menu Logistics – General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Sales Update Group Assign Update Group at Item Level




Sales Org 1000

Dist Channel 10

Division 10

Customer Stats Group 1

CustGroupMaterial 1

StatGrpSales Doc 01

StatGrpDocumentItm 1

Update Group 000001

4. Choose Save.

5. Choose Back.

6. Repeat steps 2 to 5, using the following data:

Field name One Two Three

Sales Org 1000 1000 1000

Dist Channel 10 10 10

Division 10 10 10

Customer Stats Group 1 1 1

CustGroupMaterial 1 1 1

StatGrpSales Doc 01 02 02

StatGrpDocumentItm 02 01 02

Update Group 000002 000001 000002

3.26.3 Activating SIS Info Structures

UseIn this activity, you activate the Sales Info Structures.


Transaction code OMO1

IMG menu Logistics – General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Activate Update

2. In the Choose Activity dialog box, double-click Sales and Distribution.

3. Double-click on Info Structure S001.

4. On the Parameters dialog box, make the following entries:


InfoStrc S001

Period split Posting period

Fiscal year variant V3

Updating Asynchronous updating (2)

5. Choose Continue.

6. Repeat steps 3 to 5, using the following data:

Field name S003 S004

InfoStrc S003 S004

Period split Posting period Posting period

Fiscal year variant V3 V3

Updating Asynchronous updating (2) Asynchronous updating (2)

7. Choose Save.

8. Choose Back.

3.27 LE Output Control

3.27.1 Maintaining output determ. procedures for outbound deliveries

UseThis activity defines output determination procedures for documents.


Transaction code


IMG menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Determination Procedure

2. Highlight the row containing V10000 Header Output, then double-click Control data.

3. Choose New Entries, and maintain the following data:

Step Cntr Ctyp Requirement

10 1 LD00 1

30 0 WMTA 32

50 1 YBL1 1


3.27.2 Maintaining Output Determination Procedure for Shipping Units - Control

UseIn this activity, you maintain the output determination procedure for shipping units.


Transaction code


IMG menu Logistics General Handling Unit Management Output Maintain Output Determination for Handling Units Maintain Output Determination Procedure



Procedure 000001

Descript. Standard

3. Choose Save.

4. Highlight the row you just created, then double-click Control Data.


Step Cntr Ctyp Requirement

10 30 MALB


3.28 Sales Order Processing II

3.28.1 Maintaining Copy Control for Sales Documents (QT)

UseIn this activity, you maintain the copy control for sales document type QT.


Transaction code VTAA

IMG menu Sales and Distribution Sales Maintain Copy Control for Sales Documents

2. Double-click Copying Control: Sales Document to Sales Document.

3. Choose the Display Change.



Target SalesDocType QT

From SalesDocType QT

Copying requirements 001

Data transfer VBAK 051

Data transfer VBKD 101

Data transfer VBPA 001

Copy Item Number Selected

6. Choose Save.

7. Choose Back.

8. Choose the row you just created, then in the Dialog Structure pane, double-click Item.



ItemCatProposal AGN

Item Category AGN

Copying Reqmts 301

Data Xfer VBAP 151

Data Xfer VBKD 102

Data Xfer VBPA 002

Data Xfer FPLA 251

Copy Sched Lines X

Update Doc Flow X

Pos./neg. quantity +

Pricing type D

11. Choose Save.


13. Choose the row you just created, then in the Dialog Structure pane, double-click Schedule Line.



SchdLneCatProposal BN

Sched.Line Cat. BN

DataT 201

Copying Requirements 501

16. Choose Save.

17. Choose Back.

18. Repeat these steps for the following information:

Target SalesDocType QT

From SalesDocType IN

Copying requirements 001

Data transfer VBAK 051

Data transfer VBKD 101

Data transfer VBPA 001

Copy Item Number Selected

Proposed item cat AGC AGN AGNN

Item category AFC AFN AFNN AFTX AFX

Copying Reqmts 301 301 301 301 301

Data Xfer VBAP 151 151 151 151 151

Data Xfer VBKD 102 102 102 102 102

Data Xfer VBPA 002 002 002 002 002

Data Xfer FPLA 251 251 251 251 251

Copy Sched lLines X X X X

Update Doc Flow X X X X X

Pos./neg. quantity + + + + +

Pricing type B B D D B

Sched.Line Cat. AT BP

DataT 201 201

Copying Requirements 501 501

3.28.2 Assigning Item Categories

UseThis activity will assign item categories to sales documents.



IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories



Sales Document Type

Item Category Group

Default Item Category

Manual Item category







OR NORM TAN TAP TAQ TANN TAW DSI TAO YBAO

IN YBNA AFN

4. Choose Save.

3.28.3 Defining Item Categories

UseThis activity will define item categories.



IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories



Item category

Billing Relevance

Billing Plan Type

Pricing

Business item

Sched.Line Allowed

Wght/Vol.Relevant

Determine Cost

Credit active

Screen Seq.Grp

Special Stock

YB1 B X X X X X N

YB2 F X X X X X X N

YB01 X X N

YB05 X X X X X N

YBAB A X X X X X N E

YBAO I Y1 X X X X X N

Item category Description

YB1 3rd Party with SN

YB2 3rd Party w/o SN

YB01 Ret. Packaging del.

YB05 Batch Split Item

YBAB Bought-In Item

YBAO Free of Charge Item

4. Choose Save.

5. Choose Back.

3.28.4 Setting up Partner Determination Procedure Assignment for Item categories

Use

In this activity, you define the rules that should be used to perform automatic partner determination.


Transaction code SM34 (Customizing Object VC_TPAR_VP)

IMG menu Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination

2. On the “Choose Activity screen” choose “Set Up Partner Determination for Sales Document Item”.

3. On the “Change View “Partner Determination Procedures”: Overview” screen select N (Standard item).

4. From the dialog structure on the left of the screen, choose Partner Determination Procedure Assignment.

5. Make the following assignments:

Item category Description

YB1 T

YB2 T

YB01 N

YB05 N

YBAB T

3.28.5 Maintaining Item Category Assign Text Determination Procedure

Use In this activity, you assign the text determination procedure to item categories.


Transaction code VOTXN


2. On the Customizing Text Determination screen, choose Sales Document – Item and choose Change.

3. From the dialog structure on the left of the screen, choose Text procedure assignment.

4. Make the following assignments.

Item category TextDetermProcedure

YB1 01

Item category TextDetermProcedure

YB2 01

YB01

YB05 01

YBAB 01

YBAO 01

5. Choose Save.

Result The text determination procedure is assigned.

3.28.6 Assigning Incompleteness Procedures

Use In this activity, you assign incompleteness procedures to item categories.


Transaction code VUP2

IMG menu Sales and Distribution Basic Functions Log of incomplete item l Assign Incompleteness Procedures

2. On the “Choose Activity screen” choose “Assign procedures to the item categories”.

3. Make the following assignments.

Item category Incompletion procedure

YB1 28

YB2 28

YB01

YB05 20

YBAB 28

3.28.7 Maintaining Copying Control Delivery Doc. to Billing Doc.

UseIn this activity you specify copy controls.


IMG menu Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing Documents

Transaction code VTFL

2. Choose Copying control: Delivery document to billing document in the dialog box Choose Activity.

3. On the Change View: “Header”: Overview screen, mark the relevant lines with billing type and delivery type in the dialog box Header.


Target Bill Type From Delivery Type

Assignment Number

Reference Number

Copying requirements

F2 LF 003

F8 LF 009

5. Choose the relevant combinations and double click on Item in the Dialog Structure.

6. On the Change View “Item”: Overview screen make the following entries:

Target Bill Type y From Delivery Type Item Category Bill Qty VBRK/VBRP

F2 LF TAN G 001

F2 LF TANN G

F2 LF TAQ G

F8 LF TAN D 001

F8 LF TANN D

F8 LF TAQ D

Note that the Billing quantity is set to G (Cumulative batch quantity minus invoiced quantity) to allow the billing of batch split items.

7. Save your settings.

4 Create Master Data

4.1 Creating Output Tax Record (MWST)

UseThe purpose of this activity is to create the output tax record. You need this output tax record to create a sales order in SD and post the subsequent invoice to FI.


SAP ECC Menu Logistics Materials Management Purchasing Master Data Subsequent Settlement Vendor Rebate Arrangements Environment Condition/Arrangement Conditions: Sales Other Create

Transaction code VK11

2. Enter MWSt in the field Condition type.

3. Choose Enter.

4. Choose Domestic Taxes in the Key Combination dialog box.

5. Choose Enter.

6. On the Create Output Tax Condition (MWST): Fast entry screen enter “JP” in the Country field and make the following entries:

TaxCI1Cust TaxCI.Mat Amount Tax Code

0 0 0.000 A0

0 1 0.000 A0

1 0 0.000 A0

1 1 5.000 A1

7. Choose Save.

8. The system issues the message Conditions records saved.

ResultThe tax codes are now available.

5 AppendixDeletion of standard customizing:

We do not recommend the deletion of standard customizing (e.g. Order Types).

The attached Excel File provides an overview of the most important SD customizing settings used in SAP Best Practices. Never delete any of these settings. Deleting of other settings happens at your own risk.