SAP SD Config

SAP

SAP INTRODUCTION

"What is SAP" ?

SAP history?

SAP is an ERP software package (Enterprise Resource Planning) developed in Germany. SAP (Systems, Applications and Products in Data Processing)

SAP provides a range of solutions to empower every aspect of the business operations. Companies or Organizations using SAP gain the visibility to pinpoint inefficiencies, and the capabilities to transform them into competitive advantage. They gain the foresight to identify new opportunities, and the agility to respond to changing business realities. And they gain the functionality in the SAP software to optimize operations, and resources to extend best practices to the entire value chain.

In short: SAP runs (almost) all aspect in the management and control of modern companies.

SAPs perhaps most important benefit, seen from the customer side, is the INTEGRATION. Components or solutions in SAP are real-time integrated. This increases users efficiency significantly, because data only needs to be entered one time, you can re-use data, you have high data validity and so on.

SAP was introduced in 1973, and is today the worlds leading ERP software. SAP is actually the worlds third largest IT supplier, next only to Microsoft and Oracle.

Today, SAP has about 90,000 installations and 12 million SAP users world wide.

Trained by

Mr.KISHORE (Version IT)

Sales and Distribution Page 2

Collected by. Srinivas.Ranaveni Mob# +919440381773 email:[email protected]

SAP TECHNICAL BASIS FUNCTIONAL ABAP MODULES (Advance Business Application Program) P.P Production Plan PM Plant and Management M.M Material Management S.D Sales and Distribution SALES Fi/Co Finance and Controlling H.R Human Resource Inquiry Quotation Sales order Shipping Billing



Day 1st Date:-February 14, 2007

ENTERPRISE STRUCTURE

COMPANY CODE It is the legal entity which is responsible for entire business process Note:- Company code is defined in finance module SALES ORGANIZATION It’s the organizational element which is responsible for all the sales activities in a company DISTRIBUTION CHANNEL

Its specify the channels there which the goods are sold to the consumer

COMPANY CODE

SALES ORGANIZATION

DISTRIBUTION CHANNLE DIVISION SALES GROUP

SALES OFFICE SA.LES AREA

SALES LINE



DIVISION The total number of products are services for which the company is doing sales can be decided in to different division SALES AREA It’s the combination of sales organization, distribution channel and division the sales area always represent the basic sales of a company SALES LINE It’s the combination of sales organization and distribution channel SALES OFFICE It’s the geographical aspect of the structure of the client SALES GROUP The employees working for a sales office can be divided in to sales group

RELATIONSHIPS 1. COMPANY CODE TO SALES ORGANIZATION

One company code can have multiple sales organization to handle the sales activities, but one sales organization can only work for one company code. So the relation between company code and sales organization is ONE TO MANY

Day 2nd Date:- February 15, 2007 2. RELATION BETWEEN SALES ORGANIZATION & DISTRIBUTION CHANNEL

One sales organization can have multiple distribution channels, and one distribution channel can be assigned to multiple sales organizations so the relation between sales organization and distribution channel is MANY TO MANY



3. SALES ORANIZATION TO DIVISION

One sales organization can do sales for multiple division and one division can be sold from multiple sales organization . So the relation between sales organization is MANY TO MANY

4. DISTRIBUTION CHANNEL TO DIVISION

From one distribution channel we can sale multiple sale and one division can be sold from multiple distribution cannel so the relation is distribution and division is MANY TO MANY

Note : Division is always sales organization specific Day 3rd Date :-February 17, 2007

CLIENT # 816 User name :- sd8pm password :- spro Easy access menu Dynamic menu & user menu Customizing & IMG-Screen DEFINING SALES ORGANIZATION From easy access menu select this path

Tools Customizing IMG SPRO-Edit project

Select the button SAP Refines IMG (click) Enterprise Structure Definition Sales and Distribution Define-copy-delete-check sales organization (EC04)

(the symbol like clock u will see left side , its call executive Icon) Click the executive Button And select the Icon “copy organization Button” (you will get one window)

In the field from sales organization specify an existing sales organization. In the field To sales organization specify the required new organization (enter)



Come back to the previous screen and go to define sales organization Select the define sales organization and go detail icon (click) And specify the required name, currency and specify the calendar (01) If the sales organization wants to give rebate we have to check the box Rebate process active

Then after that select the address icon and enter the corresponding details And save the sales organization Day 4th Date:-February 19, 2007 DEFINING DISTRIBUTION CHANNEL SPRO

IMG Enter prize structure Definition Sales and Distribution Define copy delete check Distribution channel (EC05) (click on executive icon)

Go to copy delete check Distribution channel Go to copy organizational object icon on top (click) Note :- In the field from Distribution channel specify an existing value. In the field To distribution channel specify the required new value for a distribution channel Come back to the previous screen and go to Define Distribution channel Select the defined Distribution channel and specify the required name and save the session DEFINING THE DIVISION SPRO

Enter prize structure Definition Sales and Distribution Define copy delete check Division (EC06)

Select the icon copy organizational object (click) Note :- in the field From division specify an existing division . in the field To Division specify the required new division Come back to the previous screen and go to Define Division Select the defined Distribution channel and specify the required name and save the session



DEFINING SALES OFFICE SPRO

Enterprise-structure Definition Sales and Distribution Maintain sales Office (click an execute icon)

Go to new entries and create the sales office Select the address icon on top and specify the corresponding details CREATING SALES GROUP SPRO

Enterprise-structure Definition Sales and Distribution Maintain sales Group (click an execute icon)

Go to new entries and create the required sales group

ASSIGNMENTS

1) Assigning sales organization to Company Code

SPRO Enterprise-structure Assignment Sales and Distribution Assign Sales organization to Company Code (OVX3)(click execute icon)

Select the required Company Code and select the Assign button icon on top and From the list of sales organization select the required one and assigned to the company code

2) Assigning Distribution channel to Sales Organization SPRO

Enterprise-structure Assignment Sales and Distribution Assign Distribution Channel to Sales Organization (OVXK)

Select the required Sales Organization and select the Assign button icon on top and From the list of Distribution Channel select the required one and assigned to the Sales organization



3) Assigning Division to Sales Organization

SPRO

Enterprise-structure Assignment Sales and Distribution Assign Division to Sales organization (OVXA)

Select the required Sales Organization and select the Assign button icon on top and From the list of Divisions select the required one and assigned to the Sales organization Note:- If we get the data is locked by user ( in the lab practice ) to unlock that use any one of this commands sm12 or /nsm12 Day 5th Date:-February 20, 2007 MAINTAING SALES AREA SPRO

Enterprise-structure Assignment Sales and Distribution Setup sales Area (click execute icon) (OVXG)

Select the required sales Organization and click Assign button on top and assign the Distribution channel Select the required Distribution channel and click Assign button on top and assign the Division Assigning Sales Office to Sales Area

SPRO Enterprise-structure Assignment Sales and Distribution Assign sales office to sales area (OVXM)

Select the required sales area and click Assign button on top and assign the sales office Assigning Sales Group to Sales Office

SPRO Enterprise-structure Assignment Sales and Distribution Assign sales group to sales office

Select the required sales office and click Assign button on top and assign the sales Group



DEFINING PLANT SPRO

Enterprise-structure Definition Logistic General Define copy delete check Plant (click execute icon)

Go to define copy delete check Plant Go to copy organizational object icon on top (click) Note :- In the field from plant specify an existing value. In the field To plant specify the required new value for a plant Come back to the previous screen and go to Define plant Select the defined plant and go details icon on top (click) Specify factory calendar (01) Select address icon on top and specify corresponding details Assigning Plant to Company Code SPRO

Enterprise Structure Assignment Logistic general Assign Plant to Company Code

Select the required company Code and go to Assign icon on top and select the required Company Code and assigned the plant Assign Plant to Sales Organization

SPRO Enterprise structure Assignment Sales and Distribution Assign sales organization-Distribution channel Plant

Select the required Sales line and go to assign icon and assigned the plant Note:- for assigning a plant to sales organization both of them must belongs to same Company Code Note 2:- one sales organization can be have multiple plants and vise-versa DIFINING REGIONS ( use for the field when address entering ) SPRO

General setting Set countries Insert regions

Go to new entries and create the region for the required country



Maintain Country specific check SPRO

General settings Set countries Set country specific check

Maintain Calendar SPRO

General settings Maintain calendar

1) Public Holidays

Specifies the list of holidays 2) holidays calendar

specifies the list of holidays in the company 3) Factory calendar

Specifies the number of working days in a week

Note:- go to spats icon for display mode or go to pencil icon edit mode Note2:- Calendar is a cross client component or client independent component Calculation procedure For country IN SPRO

Logistic general Tax on goods India Basic settings Determination excise duty Select tax calculation Procedure

Go to position and Select country IN and enter the procedure TAXIT



Day 6th Date:-February 21, 2007

MASTER DATA

1) CUSTOMER MASTER DATA 2) MATERIAL MASTER DATA 3) CUSTOMER METIRIAL INFORMATION RECORD 4) CONDITIONS MASTER DATA

1. CUSTOMER MASTER DATA

Create the Customer Note:- all the master date will be maintained in Easy Access Menu only Path: Form easy Access Menu

Logistic general Sales and distribution Master Data Business partner Customer Create XD01-Complete XD02-Change XD03-Display

The customer master data contain Three screens 1) General Data 2) Company Code Data 3) Sales Area Data

Each screen contains different data sets or Tab pages, and each Tab pages contains different fields Note:- The customer can be created by using either of the following two methods and it will be done by ABAB people those two methods or LSMW – Legacy-System-Migration-Work bench BDC - Batch-Data-Communication

1. General Data Screen

a) Address (Tab Page) Specify the corresponding Details in the address Tab pages

b) Marketing (Tab Page) i) customer classification

customer class:- Specify a classification of the customer which can be based on their sales turnover Note:- This type of values are predefine values which will be defined by us before creating master customer data and that will be from SPRO Screen only



Defining Customer Classification SPRO

sales and distribution master data Business Partners Customers Marketing Define customer Classification

Go to new entries icon on top and create the required values c) Unloading points (Tab page)

Specify the place at which the stocks are to be unloaded for the customer Note:- one unloading point can be have multiple receiving points but not vise-versa

d) Goods receiving hours Specify the timings in which the stocks are to be unload at the customer location Define goods Receiving hours SPRO

Sales and Distribution Master Data Business Partner Customers Shipping Define goods receiving hours

Go to new entries icon on top and enter required timings e) Contact person (Tab page)

Specify the contact person at the customer place Creating contact person Form easy access menu

Logistics Master data Business partner Contact person VAP1-Create

Create the contact person and save it

2) Company code Data a) Account management (Tab page)

Reconciliation Account The Reconciliation Account in G.L Accounting is the Account which is updated parallel to the sub ledger Account for normal position ( In this field ex. U can assign 1,40,000)



b) Payment Transaction (Tab page) Terms of payment :-Specify the key for defining payment terms composed of cash discounts percentages and payment periods.

Defining Terms of Payment SPRO

Sales and Distribution Master Date Business partner Customer Billing and Document Define Terms of Payments

Go to new entries and Define Terms of Payments Payment history Records (in the same Tab page) If we check this field (box) the system records the payment history of the customer in his corresponding credit master data Day 7th Date:-February 22, 2007

4) Sales Area Data Sales Tab page

i) sales District Field Specify the district in which the customer exist Defining Sales Districts SPRO

Sales and Distribution Master Data Business partner Customer Sales Define sales Districts

Go to new entry and create districts what u want

ii) customer Group Specify a group of the customer which can be based on the nature their business Eg:- whole sale or Retails or any others



Defining Customer Groups SPRO

Sales and Distribution Master Data Business partner Customers Sales Define customer Group

Go to new entry and create the new groups iii) Customer pricing procedure

This field enables the system to automatically propose a corresponding pricing procedure for the customer in the sales documents Note:- for time being pls enter as 1 in this field we will discus latter class. SHIPPING TAB PAGE

i) shipping conditions It enable the system to automatically propose a corresponding shipping point during the sales document processing Define Shipping Conditions SPRO

Logistic execution Shipping Basic shipping function Basic shipping functions and goods receiving point determination Define shipping conditions

Go to new entry and define shipping points

ii) Delivery plant Specify the plant from which the goods can be delivered to the customer

iii) Relevant POD If we check this box/field the customer becomes relevant for Proof Of Delivery(acknowledgment)

iv) Order combination If we check this field we can combine multiple orders for a customer in order to create single delivery document

v) Partial Delivery per Item Specify whether the customer requires full or partial delivery of the item Maximum partial delivery is 9



BILLING TAB PAGE

i) Rebate If we check this field the customer becomes be eligible for receiving the rebate

ii) Incoterms Incoterms specify certain international recognized terms and condition which the company and the receiving party must fallow for the shipping transactions to be successfully complete Incoterms part 2 specify the place from which the goods are delivery to customer Defining incoterms SPRO

Sales and Distribution Master data Business partner Customers Billing documents Define incoterms

Go to new entry and define them

iii) Account Assignment Group This field enables the system to post the sales values of customer to the corresponding GL Account during revenue Account determination

iv) Tax Classification Specify whether the customer is liable for Tax or not PARTNER FUNCTION TAB PAGE SOLD to PARTY (SP) :- Specify the customer who placing order with the company SHIP- to- PARTY (SH):- Specify the customer who is receiving the goods BILL- to PARTY (BP):- Specify the customer on whom the bill is raised PAYER (PY):- Specify the customer who paying the bill amount Note:- i) All the partners can be same or they can differ

ii)All the partners are same we need to create the customer as sold to party and specify the same number for all the partners

iii) If the partner differ create the customer master records for those partners and specify those no in the customer master records of sold to party on the partner function tab page iv) depending on requirement one sold to party can have multiple SH, multiple BP and multiple PY



CREATE THE CUSTOMER From easy Access Menu

Logistics Sales and Distribution Master Data Business partner Customer Create –XD01 Change –XD02 Display – XD03

XD01- Complete (creation) Specify data for the fallowing fields Account group Accounting group specify whether the customer we are creating is a SOLD to PARTY ,SHIP to PARTY, BILL to PARTY or PAYER Note: Accounting group controls View and Fields Customer Specify the customer No. Company Code Specify the company code which company is doing business with customer Sales organization Specify the sales organization with which the customer placing orders Distribution Channel Specify the Distribution channel through which the customer is placing orders Division Specify the Division for which the customer is placing order Enter the required Data for the Three Screens and Save the customer Note:- while creating customer if we get the error “sales area is not defined for customer” ? Solution:- SPRO

Sales and Distribution Master Data Define common Distribution channel (Keep the distribution channel are one code in same line)



SPRO

Sales and Distribution Master Data Define Divisions

(keep the Divisions in One code in Same line) this will call as consistency check Day 8th Date:-February 27, 2007 Defining Account Groups SPRO

Finance Account Account Receivable and Account Payable Customer Accounts Master Data Preparation for Creating Customer master Data Define customer Groups with screen layout (customer)

Ex.

0001 - Sold-to-Party 0002 - Shipp-to-Party 0003- Bill-to-Party 0004- Payer

In the definition of account group we can control the field status that is we can make field as Optional Entry or Required Entry or in Display Mode or we can suppress the field Creating the number range for customer Accounts

SPRO

Finance Account Account Receivable and Account Payable Customer Accounts Master Data Preparation for Creating Customer master Data Create number range for customer accounts

Select the button change Intervals To create a number range select the button Insert Intervals For a number range if we check the field External its becomes an external number range that is while creating the customers we have to specify a numbers for the customers If we don’t check this External field its becomes internal number range where the system automatic propose numbers for the customers Note:- if u want delete number range the status must be initial ( but its advise u to don’t delete)



Assigning Number range to customer Account Group SPRO

Finance Account Account Receivable and Account Payable Customer Accounts Master Data Preparation for Creating Customer master Data Assign number range to customer Account Group

Select the required Account Group and specify the number range and assign it PARTNER DETERMINATION PROCEDURE In order to get the partner functions in the customer master records we have to maintain partner determination procedure SPRO

Sales and Distribution Basic functions Partner determination Set up partner determination

Select “Set up partner determination” for customer master STEP 1 :- Defining partner functions (for time being here we must not define any partner functions we will learn about this in sale order lesson) select the path “Partner functions” Note:- for a partner function if we check the field “Unique” we can have only that partner function has to be unique in the customer master. So that we can’t have multiple partners of that function in a customer master STEP 2 : Assigning partner function to account Groups Select the path “Account groups function assignment” Go to new entry icon and Assigned the partner functions to the required account group and save it STEP 3 : Defining the partner determination procedure Select the path “partner determination procedure” Go to new entry and define the procedure



STEP 4 : Placing the required partner functions in procedure Select the “defined procedure and select the partner function in procedure” Go to new entries and enter the partner functions . For a partner functions if we check the field “Not modifiable” it can’t be change in the customer master data If we check the field “Mandatory Function” it becomes mandatory in the customer master STEP 5 :- Assigning Procedure to Account Group Select “partner determination procedure Assignment” Select the required Account Group and Assign the Procedure To do in Lab Check list for order to create

1. Define Account Groups 2. Create a number range 3. Assigning number range to Account Groups 4. Define partner determination procedure 5. Create the values for the required fields in customer master data

Eg:- customer classification, customer groups, shipping hours etc 6. Create the Customer

Day 9th Date:-February 28, 2007 Extending the customer in to two different sales area :- DX01 Create

1 Specify the Account group (SP,SH,BP or PY existing customer) 2 Specify the customer number for whom the data has to be extended 3 Specify the company code 4 Specify the new sales new sales area to which the customer has to be extended 5 In the reference (down) fields specify the same customer number, company

code and the sales area in which the customer already created (old s. area no.) The data will be extended to new sales area and save the customer



2. MATERIAL MASTER DATA

From easy access menu path Logistics

Sales and Distribution Master data Products Material Other Material Create MM01 Change MM02 Display MM03

Specify data for the fields 1 material (D2222) specify a material code 2 Industry Sector (1 Retail) 3 Material type (HAWA Trading goods) Go to the button on top select views and click it Maintain the data for the following views

1 Basic Data 1 2 Sales organization Data 1 3 Sales organization Data 2 4 Sales general & plant Data 5 Sales Text 6 MRP 1 (Material requirement Planning ) 7 Accounting 1

Select the button in the down Organizational level Specify the data for the following fields Enter the plant which u defined before your plant Storage location Sales organization Distribution Channel Note:- Maintain the storage location Define storage loacaion SPRO

Enterprise Structure Definition Material Management Material Storage location

Give the plant name and define the storage location



Day 10 th Date:-March 1, 2007 BASIC DATA1

i) Base unite of measure :-specify the unit of measure in which the stocks are maintained ii) Division :- Specify the division in which the material exist iii) Dimension :- Enter the require Dimension of the material

SALES ORGANIZATION 1

i) Base unite ( enter base unit as PC for eg.) ii) Sale unite:- Specify the unit of measure in which the material is sold

(enter sale unit as pc for eg) Note: - we need to specify a sales unit only if it differs from base unite Note2 :- If the sales unit differs from base unit we can maintain the conversion factors that is the quantity relation between the sales unit and base unit

iii) Delivering Plant :- specify the plant from which the material is deliver to the customer iv) Cash Discount: :- If we check this field the material qualify for the cash discount

(specify in the terms of payment ) v) Tax Classifications :- Specify whether the material is liable for tax or not

Note: - to get the customer classification in customer & Material Master Data Assign the tax category (MWST) to the required country by using this path/transaction code OVK1

vi) Minimum order quantity:- Specify the minimum quantity of the material that may be order by the customer

vii) Minimum delivery quantity :- specify the minimum quantity of the material that is delivery to the customer for each shipping transecting

viii) Rounding profile:- Specify the role that the system use to adjust the order proposal quantity to the nearest deliverable units

SALES ORGANIZATION 2 i) Account assignment Group :- This field enables the system to post the sales values of different material types to the corresponding GL Account (for time being pls leave it now)

ii) Item category Group:- this field enables the system to automatically propose corresponding “item category” for the item during the sales document processing (use only NORM now)



NORM Standard Items

BANS Third party Items

ERLA/LUMT BOM Item (Bills Of Material)

LEIS Service Delivery

VERP Packaging SALES GENERAL & PLANT i) Availability check :- Specify whether and how the system carry out an availability check for material ( for now take only 01) ii) Batch Management :- Specify whether the material handle in batch or not (for now don’t check this field but in future project u must check this) iii) Transportation Group :- Specify a grouping of the martial that have the same transportation requirements SPRO

Logistic Execution Shipping Basic shipping functions Routes Rout determination Define transportation Group

Define and the transportation and save it

iv) Loading Group :-Specify a grouping of the material that have the same

Loading requirement (Define and the transportation from spro) Sales text TAB :- enter the sales text as required MRP 1 MRP Type :- Specify whether and how the requirement of a material is planned (ND) ACCOUNTING 1 Valuation Class: This field enable the system to post the cost of different material types to corresponding GL Account (3100) Note : Before creating the material master we should activate company code for material master



Day 11 th Date:-March 2, 2007 Extending Organizational Views for Material From easy access menu MM01 Create Specify the material for which the data has to be extended Specify the same material code in the field Copy From material Select the button “Select Views” and select the “Organizational Levels”. In the copy from fields specify the values in which the material already exist . In the Organizational levels specify the values to which the material has to be extended. ( and press enter) The material will be extended to the new organizational levels, save the material Notes: To change Account Groups Eg. SH to SP, BP to SP use this transaction Code XD07 To get the list of customers use the transaction Code VC/2 XD02 for checking customer list by company code (press f4 and find by company code) Create a Sales Order Logistics

Sales and distribution Sales Order VA01 Create

Enter the “OR” to generate Sales order and press enter to sales area Note:- To maintain the currency conversion rates use the transaction code OC41 To set fiscal year to company code OB37 Define chart of account OB62 chart of Accounts OMSY Note2 :- While Creating Sales order if we may get the following errors I Order Type is not defined for sales area or maintain S.org, D. Cha. Div. ?

Solution is SPRO

Sales and Distribution Sales Sales Document Sales Document Header Assign sales area to sales documents type



II No pricing could be determine ? Solution is

i) In the customer master record specify the customer pricing procedure (01) ii) Code OVKK (press enter)

Go to the new entries assign the pricing procedure (RVAA01) to the combination of sales organization, Distribution channel Division, Document procedure (A), customer pricing procedure (1) S.Org. D.Chann. Divi. Docu.Proce. Cu.P.P Customer.Proce. Eg:- 1000 10 00 A 1 RVAA01 III No Business Area can be determine ? Solution is SPRO

Sales and Distribution Basic functions Account assignment & Costing Business area Account Assignment Define rules by sales area

Select the required sales Area and assigned the rules 1,2 or 3 i) If the rule is 1 we have to assign the Business are to the combination of plant and

division. For this go to the same as above path “Assign Business area to plant & Division” ii) If the rule is either 2 or 3 we have to assign the business area to sales area

For this go to the same as above path with “Assign Business area by Sales area” 3.CUSTOMER MATERIAL INFORMATION RECORD Day 12 th Date:-March 4, 2007

If any customer is placing order for a material by his own code rather the organizational code we need to maintain customer material information records. From easy access menu SPRO

Logistics Sales and distribution Master data Rebate arrangements Customer material information VD51 Create

Specify the customer for whom this record has to be maintain and specify the sales line (area)in which he exist In the field “Material No.” specify the Original material code and in the field (right side) “Customer Material” specify the code by which the customer places order Select the (highlight)record and go to the top details icon and click it If we required we can enter the customer description and plant. And save the record Note1 :- In the sales document if we enter the customer material Number the system automatically determines original material Number Note2 :-in the sale Document the customer material Number can enter only on the “Order Party” tab page View



4.CONDISTIONS MASTER DATA

The entire pricing for a material is divided in to four element

1. Price 2. Discount or surcharge 3. Tax 4. Fright

Each pricing elements is having corresponding condition types in the SAP system (use these only) 1. PR00 Pricing 2. K004 Material Discount 3. K005 Customer material Discount 4. K007 Customer Discount 5. KF00 Fright 6. MWST Out put Tax Each condition type will be having corresponding condition Amount Maintaining the condition Amount for a condition type is called Condition Record Creating Condition Records Easy access menu Logistics

Sales and Distribution Master Data Conditions Select using conditions VK11 Create

Specify the condition type for which the condition records are to be maintained (enter) Select the required Key combination from window (and enter) Eg;- if u select the customer material Enter the customer material and the required Amount Valid on and valid to :the condition record is valid for those orders, which comes from the customer in the specified validity period. Scales:- If we want increase or decrease the condition amount as the quantity increases we can maintain scales. To maintain this scales select “Condition Record” and select the icon on top “scales’ Note:- don’t enter any value in the fist line Start from second line only Maintain the limits for condition records ;- select the conditions record and select the icon on top “details” specify the required amount in the field “lower limits and Upper Limits” Note 1:- During the sales document processing the condition amount can’t be change to a value which follows be handle these limits (and save the condition record) Note2:- In the sales document the pricing information of the material is seen on the “condition” tab page in the corresponding item data (double click on material item data )



Day 13 th Date:-March 5, 2007 Note:- while creating material master records if we get the error The Company Code dose not exist or not fully maintained Solution SPRO

Logistics general Material Master Basic settings Maintain company code for material management

SALES DOCUMENT PROCESSING

The Structure of Sales Document :- the data in sales Document is divided in to 3 levels

1) HEADER DATA 2) ITEM DATA 3) SCHEDULE LINE DATA

1).HEADER DATA:- The data that is applicable for the entire sales document is called header data Eg:- Sold to Party, Ship to party, PO number, Document Date Document Currency etc. To see the header data in a sales document select icon “Display Document header Details” In the over view screen or from the main menu GOTO Header select required view 2). ITEM DATA:- the general data enter at header level be defined applies for all the item in the

document but still each every item in the document will be having It’s own recorded information which is called Item Data Eg. Material Code, Description Order quantity, Plant, Pricing elements, Shipp-to-Party Etc

3). SCHEDULIE LINE DATA :- The schedule line data use the information about the delivery

date and the corresponding confirm quantities, Depending on the availability each and every Item can have one or more Number of schedule line

To see the Schedule line data for an item first go to the corresponding item data and

select the tab page Schedule line data Creating the Sales document with Reference Creating order with reference to quotation Path for creating quotation (from easy access ) Logistics

Sales and Distribution Sales Quotation Create quotation VA21

Enter the quotation type QT enter the required data and save the quotation (see the QT no taskbar)



Step2 Create the Order with QT Reference VA01 For creating Order Enter the order type OR select the Button Create With Reference Specify the QT No in the Field Offer and select the button Copy The data will be copied from quotation to Order and Save the sales Document

Day 14 th Date:-March 6, 2007 Document Flow :- when we creating the document with reference the system forms a flow of documents in with, if we know one document Number we can see the other document number with the help of icon display document flow (in over screen screen fist one in TB) Controlling the data in sales Document :- To control the data in a sales document we have three control parameters

4) To control the data at header level we have “sales document Type” 5) To control the data at item level we have “Item categories “ 6) To control the data at schedule line level we have “schedule line categories”

Defining a Sales Document Type SPRO

Sales and distribution Sales Sales Document Sales Document header Define sales Document (VOV8)

Ex for Sales document Type 1) IN Inquiry 2) QT Quotation 3) OR Order 4) CS Cash Sales 5) RO Rush Orders 6) RE Returns 7) RK Invoice Correction request 8) G2 Credit Memo request 9) L2 Debit Memo request 10) DS Scheduling Agreement Select the required one then Go to Details icon click It open New window “Functionality of sales Document Type”



1). Sales Document Category:- specifies a classification for different types of documents that we can process in the Sales & Distribution system. The document category determine how the system store keeps the track of the document data 2). Sales Document Block :- this field specifies whether a sales document type (OR) is blocked for processing If we blocked a sales Document type the user can’t create new sales document of that type. But the sales Document have been crated before setting the block can be changed or display mode. 3). Number Range internal assignment & Number Range External Assignment :- Specifies the number range that either the system (if it is internal ) or the user (if its external) uses for giving the number for sales document when they are saved Creating Number Range SPRO

Sales & Document Sales Sales Document Sales Document header Define Number Range for Sales Document (VN01)

In the new window select “external” Define the required Number Ranges User exist SPRO

Sales and Distribution System modifications User exist User exist in Sales User exist in Sales Document Processing

According to the requirement of client the Number range can be changed like starting with Sales Organization NO. Item Number Increment :- specify the amount by which the item Number increments in the sales document when the system automatically generates the number range To set the decimal Numbers SYSTEM

User profile Own data Default (in new windows) Decimal Notation 1.234,567,89



Day 15 th Date:-March 7, 2007

Sub Item increment :- Specifies how the sub item no Increments Note:- if you don’t specify any value here the sub item will be increment by an amount by which the main item increments General control data Reference Mandatory:- Specifies whether a reference document is a mandatory for creating the sales documents if so it also specifies the document type that should be used as reference Item division :- If we check this field during the sales document processing the division at item level will be determine from the corresponding material master records otherwise the division enter at header level by default applies for all the items in the document. Check Division :- Specifies whether and how the system reacts if the division at item level differs form the division at header level Read Info Records:- During the sales Document processing if we enter the customer material No. The system automatically deter minds original material No. for this we have to check this field in the corresponding sales document type Check Purchase Order :- Specifies whether the system checks if the PO No. that is entered for a sales documents is already existing for another sales document Check Credit Limits :- Specifies whether the system carries out a credit limit check during the sales document processing Note:- For creation documents like IN, QT, CS, these or not required to check for the credit limits when as we can check for the credit limits for the sales document type is OR Remember things Configuration word for only for SD consultant use Customizing word used by ABAB people




Screen sequence Group:- Specifies which screens we see during a particular transaction and in which sequence they appear Incomplete procedure :- Now u leave this, in future class will discus specify now in this field(11) Transaction Group:- The transaction group allows you to control certain characteristics of the transaction according to sales document type it controls the type sales document that we can processes with certain system transactions Document pricing procedure :- (A) This field in the combination of other fields enables the system to automatically propose a corresponding pricing procedure during the sales document processing Display Range:- (UALL) Specifies whether the system displays all the items or only main items in the sales document F Code for overview screen :- (UER1) specifies which over screen we reach during the sales document processing after specifying the data on the initial sales document screen. Imp. Quotation Massages :- Set an indicator here if we want receive a massage informing that open QT exist while creating a sales Document. Depending on the indicator we select the system searches for open QT in the sales document either at header level for the customer or at item level for the material (never use for IN but QT it depends if required u can use) Outline agreement massage :- Same as above Quotation Massage but used for open outline agreements Incomplete Massage :- if we check field we can’t save the sales document if its incomplete . SHIPPING Delivery Type:- Specifies the corresponding delivery document type for the sales document . Eg:- LF------- Delivery with reference to OR Note:- No shipping data has to be specified for IN and QT Delivery Block:- Specifies whether the sales document is blocked for delivery processing Shipping Conditions :- If we specify shipping conditions here during the sales document processing the value for shipping conditions will be proposed from this field. But not from the customer Master Date.




Billing Delivery related billing Type: Order related billing Type : Specifies the corresponding billing document type of the sales document Eg. F2 for the delivery related invoice F1 for the order related invoice Note:- No billing data has to be specified for QT and IN Inter Company bill Type :- Just specify the IV will be in discussed in further classes Billing Block:- whether the sales document is blocked for billing process Note:- No billing data has to be specified for QT and IN Propose Delivery Date :- If we check this field the system automatically propose the requested delivery date in the sales document depending on the Number of days specified in the field “Lead time in days” if we don’t have any lead time days, then it takes the currant date as the delivery date Propose P.O.Date:- If we check this field the system automatically propose the currant date as P.O. Date in the sales document. Propose for pricing Date :- (A) Specifies the date that the system uses to propose the pricing date in the sales document Day 18 th Date:-March 12, 2007

ITEM LEVEL DATA

Item categories :- The data at item level in a sales document is controlled by item categories Depending on different sales requirement the data has to be process in the sales document

1. the same item has to be process in different ways in different sales document. Eg:- A standard item in QT is not relevant for shipping & billing where has its relevant for both these transactions if its exists in sales order

2. The same item has to be process in different ways in the same document that is when we offer the free goods for item the main quantity has to be price but not the free goods quantity .

3. Different items are to be process in different ways in the same document Eg:- when we enter a third party item in a sales order the system has to automatically create a purchase order which is not required for standard item . To full fill all such requirements we have to define different items categories and make sure that these item categories are determine for the items in the corresponding sales document



Defining Item Categories SPRO

Sales and Distribution Sales Sales document Sales document Item Define item categories

Eg:- AFN------------------Inquire AGN-----------------Quotation Standard Item TAN-----------------Order AFNN---------------Inquire AGNN--------------Quotation For Free Goods Item TANN--------------Order TAS---------------- Third Party Item Functionality of Item Category Completion Rule :- Specifies the rule for establishing when a quotation of contract is complete Eg:- we can specify that a quotation is complete offer the full quantity has been references or with first reference it self or its not relevant of completion (AGN) Billing Relevance :- Specifies whether the item is relevant for billing or not if its relevant for billing it also specifies the reference document for creating billing document Eg:- the items in IN and QT can’t be billed. So the corresponding item category AFN & AGN respectively will not be relevant for billing, where as the item category TAN used in Sales order is relevant for billing Day 19 th Date:-March 13, 2007 Billing Block :- Specifies whether items or blocked for billing process Pricing :- (imp) :- Specifies whether the items are relevant for pricing or not Business Item :- if we check this field the business data at item level will be allowed to defer from the business data at header level Note:- any information regarding a sales shipping and billing is called business data Schedule line allowed :- If we check this field we can have the schedule line for the item Note:- this field has to be check in the item category of IN QT or CS etc. But certain items such as the items in credit memo request does not have the schedule line, so this field should not be check in the corresponding item category of credit memo request (G2N)



Item Relevant for delivery :- Specifies whether the “Text” item is relevant for delivery or not Note:- If you want to make text item relevant for delivery this field has to be check in the item category of text item that is TATX we make as item category as text item by specifying the value B (text) in the field Item Type (which is first) Returns :- If we check this field the item becomes a return item Note:-the items entered in sales document RE or the return item to control this. We have to check this field in the corresponding item categories “REN” Weight and Volume Relevant :- If we check this field the weight and volume of the item specified in the corresponding material master will be determine in to sales document Day 20 th Date:-March 14, 2007 Credit Active:- If we check this field the item become relevant for credit management activities Note:- In a cash sale transaction the items cannot be process on credit basis to control this we should not check this field in corresponding item category “BVN” Determine Cost:- If we check this field the system deter minds the cost of the item during pricing in the sales document Note:- the cost condition type is “VPRS” Automatic Batch Determination :- If we check this field the system automatically deter minds corresponding batches for the materials Rounding Permitted :- If we check this field the order quantity of the item will be rounded depending of the rounding profile Order Quantity = 1 :- If we check this field the order quantity each line item will be limited to one : Screen Sequence Group :- Specify as now (N) Item Category Determination :- During the sales Document processing the system automatically deter minds corresponding item category for the items. For this is the following setting is required . SPRO

Sales and Distribution Sales Sales Document Sales Document Item Assign item categories

we need to assign the item category to the combination of Sales Document Type, Item category Group, Usage and Higher level Item Category Group.



Defining Item Category Group (before assign define item category Groups) SPRO

Sales and Distribution Sales Sales document Sales document Item Define item category Group

Go to new entry and Define Item category group (eg. NORM)

Table for assigning Item category groups to order type and item Categories

Description Sales Docu. Type

ItemCategory

Group

Usage High level Item Categ.

Default Item Category

Inquiry IN NORM --- --- AFN IN(Free Item) NORM ---- AFN AFNN

Quotation QT NORM --- --- AGN QT(Free Item) NORM --- AGN AGNN

Order OR NORM --- --- TAN OR(Free Item) NORM --- TAN TANN

Cash Sale CS NORM --- --- BVN CS(Free Item) NORM --- BVN BVNN

Rush Order RO NORM --- -- TAN RO(Free Item) NORM --- TAN TANN

Returns RE NORM --- --- REN Credit Memo.req G2 NORM --- --- G2N Eg. Third party

Order OR BANS --- -- TAS



Day 21 st Date:-March 15, 2007 Schedule line Category:- The data at schedule line level in a sales document is controlled by schedule line category SPRO

Sales and Distribution Sales Sales Document Sales line Define schedule line categories (VOV6)

Eg:- AT----------------------Inquiry BN---------------------Quotation CP,CN,CV-----------Order DN---------------------Return Functionality of schedule line categories Delivery Block:- Specifies whether the item is blocked for delivery processing Movement Type :- (imp) Specifies the physical or logical movement of material leading to a change in the stock levels or resulting in the conjunction of the material Eg:- 601 Goods issue delivery

651 Goods Returns (restricted use ) 653 Goods Returns (un restricted use) 561 Posting stock in the plant 301 Plant to plant stock transfer

Item Relevant for delivery :- if we check this field the item becomes relevant for delivery processing Note:- the item in the transaction IN QT can’t be delivery to customers. To control this. This field should not be check in corresponding schedule category AT & BN where as it has to be check in the schedule line category of sales Order Order Type:- Specifies the purchase requisition type NB Note:- we need to specify NB in the schedule line category CS which is ment for third party item so that whenever we enter a third party item in sales order the system automatically creates a purchase requisition ( CS---NB---5---1 ) Requirement or Assembly :- If we check this field the requirement order by the customer for the material will be transfer to inventory management Availability :- If we check this field carries out and availability check for the items in the document



Schedule line category Determination :- During the sales document process the system automatically proposes a corresponding schedule line category for the item. These are the following settings are required. Assigning the schedule line category SPRO

Sales and Distribution Sales Sales Document Schedule line Assign schedule line category

We need to assign the Schedule line Category to the combination of Item category and MRP type Eg AFN-----------AT AGN----------BN TAN----------CP Table for Assigning Schedule line category with. MRP Type to Item category

Item Category MRP Type Schedule line Category AFN ND AT AGN ND BN TAN ND CV TAN PD CP BVN ND CV BVN PD CP

Following Table for an example how categories are will be assign (only for an idea in sap no table)

Sales Docu. Type

Ite.Cat.Grp

Usage H. lvl. Ite Cat.


MRP Type Scedul line.Cate.

IN NORM --- --- AFN ND AT IN(Free Item) NORM ---- AFN AFNN ND AT QT NORM --- --- AGN ND BN QT(Free Item) NORM --- AGN AGNN ND BN OR NORM --- --- TAN ND CP OR(Free Item) NORM --- TAN TANN ND CP CS NORM --- --- BVN ND CP CS(Free Item) NORM --- BVN BVNN ND CP RO NORM --- --- TAN ND CP RE NORM --- --- REN ND DN OR(Thrd Par) BANS --- --- TAS ND CS



Day 22 nd Date:-March 21, 2007

PRICING When we create the sales document the system automatically propose the corresponding pricing elements for the item. For this we have to maintain “Condition Technique” Condition Technique :- Condition technique combination of:

1) Condition Table 2) Access Sequence 3) Condition Type 4) Pricing Procedure

1.Condition Table:- Condition tables are used to store the condition records for the condition type. We need to define the condition table by having the required key fields and assigned condition table to condition type One condition type can have more than one condition table and if required one condition table can be used for more than one condition type Depending on the requirement we can take any field as key field in the condition table Creating Condition Tables SPRO

Sales and Distribution Basic functions Pricing Pricing control Define condition tables (V/03)

Creating Condition Tables:- Specify a number for the condition table which must be between 501-999 (because up to 500 is used by SAP predefine condition Tables ) Form the field catalog (right said in the screen )which contains the list of all the available fields select the required key field (double click on the field name then it will come to left side window when u selected) (Note:- To see the Technical name of the field go to the corresponding screen and keep the cursor in that field which field u want know the technical name, and press F1, then in top other new window find icon called technical field information view and click it ) While maintaining the condition records for a condition type we can set the validity period for which we have to get the field valid on and valid to . To get this to fields here we have to check the field “with validity period” Select the button on top Technical view (click it ) The fields which are marked as “Key” appears key level and the field that are marked as a “footer” field appears at footer level while maintaining the condition records To save the condition table record select the icon Generate and after the select the button “local object” and save the record



Day 23 rd Date:-March 22, 2007 2.Access sequence:- Access sequence is a search strategy with the help of which the system deter minds valid condition records for the condition types during pricing in the sales document For this we have to place the required condition table in the access sequence and assign the access sequence to the corresponding condition type. One access sequence can have one or more number of condition tables and if required one access sequence can be used for more than one condition type. If we have multiple condition tables in access sequence, the order in which we place the condition table is important generally its from most specific combination to most generic combination . Defining Access Sequence SPRO

Sales and Distribution Basic functions Pricing Pricing control Define access sequence

Maintain access sequence Go to new entries and create the access sequence Select the defined access sequence and go the “Access” (double click) Go to new entries and enter the required condition table in the required order The access number specifies the sequential number of a condition table in the access sequence In the field table specify the condition table number For the condition table check the field “Exclusive” by doing so it the system finds a valid condition record in a condition table it will not move to the next condition table.

Select the condition table and go to “Field” (double click) the system gives a massage saying that “the field assignment has not yet been made” proceed further till we get the field and save access sequence Note:- after define the access sequence we have to assign it to the corresponding condition type 3.Contion Type :-in sales process the entire pricing information of a material is divided in to four elements 1).price, 2). Discount or Surcharge 3). Tax 4). Fright each pricing element is represented by “corresponding condition type” in the SAP system Defining Condition Type SPRO

Sales and Distribution Basic functions Pricing Pricing control Define condition Type

Maintain condition Type



Functionality of a condition Type i).Access sequence :- specifies the corresponding access sequence of the condition type

Day 24 th Date:-March 23, 2007 ii).Condition class:- Specifies the preliminary condition type that allows you to control each condition type differently Eg:- A). discount or surcharge B). pricing C). insurance D). Tax iii).Plus/minus :- For a condition type if we specify “Negative” it becomes a discount , and if we specify “Positive” it becomes a surcharge iv). Calculation Type :- Specifies how the system calculate the condition amount of a condition type. Eg. The system can calculate the price based on quantity weight or volume etc. v). condition category :- Specifies a classification of condition according to the predefine category Eg;- all the condition that relate to fright and tax . vi). Rounding Rule :- Specifies the rule that determines how the system rounds off the condition value during pricing always the last digit will be rounded vii). Manual entries :- (C) Specifies whether the condition type can be entered manually or whether it has to be determine automatically during pricing in the sales document. viii). Amount or percent : If we check this field the condition amount of condition type can be change during pricing in the sales document ix). Value :- If we check this field the condition value of condition type can be change during pricing in the sales document . x). Delete :- If we check this field the condition type can be deleted during pricing in the sales document xi). Calculation Type :- If we check this field the calculation type of condition type can be change during pricing in the sales document Note:- the changes made to the calculation type applies for that particular item only for which it is changed


xii). Item condition :- If we check this field for a condition type it becomes an item condition where it has to be entered at item level in the sales document the condition amount of an item condition will be applicable for that particular item only for which that condition type is entered.



xiii). Header condition :- (RB00) If we check this field for condition type, it become a header condition, where it has to be enter at header level in the sales document. The condition amount of a header condition will be copied as it is to all the items in the document Note:- header condition type don’t have the any access sequence Note:- after enter the header condition type in the sales document we have type select the button “Activate” in the down of the sales document xiv). Group condition : (HB00) If we check this field for a header condition it becomes a group condition where the condition amount will not be copied as it is to all the item rather it will be distributed proposes among the items in the document xv). Valid From Specifies the begging and ending of the validity dates that the system xvi). Valid To automatically proposes while maintaining the condition records for the

condition types xvii). Reference condition type:- specifies a condition type which can be used as reference so that the condition type will be copied to the other condition type Note:- before specifying reference condition type we have to specify reference application (V) xviii). Scale basis :- Specifies how the system calculates the scale amount for a condition records Eg:- the scales can be calculated based on quantity weight volume etc. xix). Check value :- Specifies weight the scale rates must be enter in ascending and descending order Day 26 th Date:-March 26, 2007 4). Pricing Procedure :- The pricing procedure enables the system to calculate the net value in sales document. For this we have to place all the required condition types in the pricing procedure in the required order. Defining Pricing procedure SPRO

Sales and Distribution Basic functions Pricing Pricing control Define and assign pricing procedure (V/08)

Maintain pricing procedure Go to new entries and define the pricing procedure Select the defined pricing procedure and go to control data Go to new entries and place the required condition type in specified order Step:- specifies the sequential number of condition type in the pricing procedure



Counter :- Specifies the sequential number of a condition type with in a step in the procedure Condition Type:- specifies required condition Type From & To :- if we specify the reference steps in these fields, the condition values of the two steps specified and the condition values of the steps in between are will be totaled. Manual :- Conditions that are given indicates will be determines during pricing in the sales document either if they are enter to manually or if they are transferred from an external process such as costing. Mandatory :- if we check this field for condition type it becomes mandatory during pricing in sales document. Statistical :- Condition that are given indicates will be set statistically in this sales document in the condition value of the condition types will not be taken in to account while calculating net value in the document. Print ID:- Controls the issue of condition lines when printing the document such as order conformation or invoices (X) Sub total :- Specifies whether and in which fields the condition value are to be stored. Day 27 th Date:-March 27, 2007 Requirement :- Requirement specifies when the condition type has to be determine for the item in the sales document that is if a condition type has to be determine for an item during pricing in the sales document, the requirement specified here must be satisfied by that item Eg:- the condition type like PR00,K004, K005, etc are to be determined for those items which are relevant for pricing the relevancy of an item for pricing is controlled by item category. That is if an item is relevant for pricing the corresponding item category in the field pricing contains “X” and “B” so all these condition types are to be determined for those items which satisfies this condition. This is controlled by specifying routine “2” in the field requirement when we place these condition types in the procedure. But the condition type R100 which used 100% discount has to be determined only for the free goods if an item is a free good the corresponding item category in the field pricing contains “B” so this condition type has to be determine only for those item which satisfies this condition this is control by specifying routine “55” for R100 in the field Requirement Alternative calculation type:- Specifies an alternative formula to the standard formula that determines how the condition amount has to be calculated. Eg:- To calculate the profit margin for an item we have to deduct the cost of the item from the net value of item in the document for this we have to specify the routine “11” in the field alternative calculate type while placing profit margin in the pricing procedure



Alternative Condition Base value :- Specifies the formula for determining the condition basis as an alternative to the standard Eg:- the condition base value of the condition type R100 is 100% discount which is not going to be changed depending in any key combination. So rather maintaining different condition records for R100 we can specify the condition base value as 100% discount by Specifying a routine “28” in the field alternative condition value for R100 Account Key :- this key enables the system to post the condition values of different condition types to the corresponding GL Accounts determination Eg: ERL---------Sales Revenue ERS---------Sales Deductions ERF---------Fright Revenue Day 28 th Date:-March 28, 2007 Accruals :- This key enables the system to post the rebate accrual values to the corresponding GL Accounts this field is used for only rebate condition types Eg. For accrual key Rebate is ERU Condition type Eg: BO01------------------Group Rebate BO02-------------------Material Rebate BO03------------------Customer Rebate Pricing Procedure Determination :- During the sales document processing the system automatically proposes a corresponding pricing procedure at the sales document header for this the following customizing setting is required. Defining Pricing Procedure Determination SPRO

Sales and Distribution Basic functions Pricing Pricing control Define & assign pricing procedure (OVKK)

Define pricing procedure determination We have to assign the Pricing procedure to the combination of Sales Organization-Distribution Channel-Division- Document pricing procedure and customer pricing procedure The following example tables are better understand for Pricing procedure



Sales Organization 1000 Distribution channel Whole sale Distri. Channel 10 Retail sale Distri. Channel 12 Common Division 00 Sales area will be Wholes sale sales area 1000 - 10 - 00 Retail sale sales area 1000 - 12 - 00 Document Pricing Procedure OR - A DS - B Customer Pricing Procedure Whole seller 1 Retailer 2 Whole sales(special) 3

Pricing Procedure RVAA01 RVAA02 RVAA03 RVAA04 PR00 XR00 YR00 ZR00 K001 K003 K005 K008 K002 K004 K007 K009 100/- (price) 105/- (price) 95/- (price) 90/- -2 (Discount) -1 (Discount) -1 (Discount) -2 1% (Discount) 1% (Discount) 2% (Discount) 1%



Pricing Procedure Determination

Step I 500 whole sales one price (100, -2, 1%) RVAA01 Customers are suppose 700

200 whole sellers one price (105, -1, 1%) RVAA02 Sales Organization

Distribution Channel

Division Docume. pricing Procedure

Cust. pricing. Procedure

Pricing Procedure

1000 10 (whole sale) 00 A 1 RVAA01 100 12 (Retail) 00 A 2 RVAA02 Step II If we want to have different pricing procedure with in a group of customers Eg: with in the whole sellers 300 whole sales one price (100, -2, 1%) RVAA01 Whole sellers are suppose 500

200 whole sellers one price (95, -1, 2%) RVAA03 Sales Organization




Pricing Procedure

1000 10 whole sale 00 A 1 RVAA01 1000 10 whole sale 00 A 3 RVAA03 Step III If we want to have different pricing procedure for the same customer depending on the sales document type. OR document type one price (100, -2, 1%) RVAA01 Whole sellers are suppose 500

DS document type one price (90, -2, 1%) RVAA04 Sales Organization




Pricing Procedure

1000 10 whole sale 00 A 1 RVAA01 1000 10 whole sale 00 B 1 RVAA04



PRCING PROCEDURE Eg: RVAA01

CONDITION TYPES

ACCESS SEQUENCE

CONDITION TABLE

CONDITION RECORDS

Customer/Material

Material Discount

Customer Discount


Condition Exclusion:- If we set the exclusion indicator for a condition type , During pricing in the sales document the system excludes all those conditions types that exist below to that condition type and which have the same requirement as that condition type in which the exclusion indicator is maintained. Condition supplement :- Maintain the condition records for a condition type in another condition type is called condition supplement Eg:- maintaining condition records for K007 in PR00, select(highlight) the condition record of PR00 and select the icon “Condition Supplement” and maintain the records for K007.

To maintain a condition type as a condition supplement in another condition type following setting must be done.

The pricing procedure specified in the definition of the condition type in which condition supplement is entered (PR00) must contain the condition type that is enter as supplement (K007) Note:- Condition Supplements will not be excluded

During the sales document processing, the system determines valid condition records for the condition type by searching in the following way

Eg. PR00

Eg. PR02

Condition Records




FREE GOODS There are two types of free goods

1) Inclusive Free goods 2) Exclusive Free goods

1). Inclusive Free goods:- Giving the same material as free of charge item is called inclusive free goods 2).Exclusive Free goods:- Giving a Different material as free of charge item is called exclusive free goods . Maintaining records for Inclusive Free Goods :- Access Menu

Logistics Sales and Distribution Master data Conditions Free goods VBN1 Create (VBN2 Change, VBN3 Display)

Specify the free goods Condition Type (NA00) i).Material:- Specifies the material for which free goods are given ii).Minimum Quantity :- Specifies the minimum quantity of the material that has to be order by customer in order to get the free goods iii).From :- Specifies the quantity from which free goods starts iv).unit of measure:- Specifies the quantity of free goods. v). Are free goods:- Specifies the quantity of free goods vi). Calculation Rule :- Specifies the rule for calculating the quantity of free goods in the sales document .(pro rata basis) vii). Free goods :- Specifies whether the condition records are maintain for inclusive or exclusive free goods viii) Free Goods delivery Controls :- Specifies whether the free goods can be delivered regardless of the main item or in conjunction with the main item Maintaining free goods for exclusive free goods

VBN1 Create (VBN2 Change, VBN3 Display)

Specify the free goods Condition Type (NA00) i).Material:- Specifies the material for which free goods are given ii).Minimum Quantity :- Specifies the minimum quantity of the material that has to be order by customer in order to get the free goods



iii).For :- Specifies the quantity from which free goods starts iv).unit of measure:- Specifies the quantity of free goods. v). Additional free goods:- Specifies the quantity of free goods vi). Calculation Rule :- Specifies the rule for calculating the quantity of free goods in the sales document . (pro rata basis) vii). Free goods :- Specifies whether the condition records are maintain for inclusive or exclusive free goods viii) Additional material Free goods :- Specifies the material that is given as free of charge item ix) Free Goods delivery Controls :- Specifies whether the free goods can be delivered regardless of the main item or in conjunction with the main item Note1:- The inclusive free goods takes 10 Pcs as 9+1 and in the exclusive free goods takes 10 Pcs as 10+1 Note2:- In Exclusive free goods if required we can give the same material as free of charge item Maintaining Condition Technique for free goods SPRO

Sales and Distribution Basic functions Free goods Condition technique for free goods Material condition table (V/N2)

1. maintain the condition tables for free goods 2. Maintain Access sequence with 3. Maintain condition types 4. maintain pricing procedure for free goods (above all setting need to do same like main

pricing procedure .) 5. Activate free goods Determination :-we need to assign the free goods procedure to the

combination of Sales Org., Distr.Cha., Div., Docu. Pri. Proce. And custom. Pri. Proce. Note:- the free goods condition type (NA00) enables the system to automatically propose those items which are to be given as free goods Note2:- The condition type R100 makes those items as free goods items

The condition type R100 exist in the main pricing procedure but not the free goods procedure, but still it will be determine for those item that are to be given as free goods this is controlled by requirement VOFM :- Transaction code is used for to write all the requirement and routines



Day 31st Date:-April 2, 2007 Material Determination :- Substituting a Material with other material or material or materials is called material determination Maintaining records for material determination Form easy access Logistics

Sales and Distribution Master data Products Material determination VB11-Creat (VB12-Change, VB13-Display)

Specify material Determination Type (A001) material entered Material entered :-Specify the material which has to be substituted Material :- Specify the material with which the substitution has to take the place Reason :- this field specify the reason for substitution (for one item) To specify multiple material for substitution select the icon on top alternative materials Maintaining Condition Technique for Material Determination SPRO

Sales and Distribution Basic functions Material Determination Material prerequisites for material determination

Create a condition table (OV16) Maintain Access sequence Define condition type Maintain procedure Assigning procedure to sales document type

SPRO Sales and Distribution Basic functions Material Determination Assign procedure to sales document type. (OV14)

Select the required sales document type and assign the procedure Defining the substitution reason

SPRO Sales and Distribution Basic functions Material Determination Define substitution reason (OVRQ)

Go to the entries and define the reason for substitutions



Substitution Reason :- Specify the substitution Reason (0001) Description :- give the reason why we are substituting the materials Entry:- If we check this field the system prints original material on the corresponding out put Warning :- if we check this field the system gives a warning massage before substituting the materials Strategy :- (A) Specifies whether the product section should occur automatically in the background or whether the alternative material should be offered for a selection in a dialog box Outcome:- Specifies whether the outcome of product selection should replace original entry or whether it should be recorded as sub item of the original entry

Material Listing and Exclusion

Material listing :- Whether the material that are placed in listing for acustomer he can access those materials only Maintaining records for Listing Logistics

Sales and Distribution Master data Products Listing/exclusion VB01-Create

Enter the required listing type (A001) and select the key combination Enter the customer and place the required material listing, whether the material that are entered for exclusive that are entered the customer can’t access those materials Maintain Records for Exclusion : Logistics

Sales and Distribution Master data Products Listing/exclusion VB01-Create

Enter the (B001) and select the key combination with customer Enter the required materials in exclusion for that customer and save the data



Day 32nd Date:-April 3, 2007 Maintaining Condition technique for Listing/Exclusion SPRO

Sales and Distribution Basic function Listing/Exclusion

1.Maintain Condition tables for listing/Exclusion 2.Maintain Access sequence for listing/Exclusion 3.Maintain Listing/Exclusion types:- We need to define Two condition type one each for listing/Exclusion 4.Procedure for maintaining for listing/Exclusion :- we need to define for two procedures one each for listing/Exclusion 5.Activate listing/Exclusion by sales document type :- Select the required sales document type and assign the procedures for listing and Exclusion Note:- whatever the procedure that is specified under the colum Listing will be acting as listing Procedure and procedure that is specified under the colum of Exclusion will be act as Exclusion procedure

BOM (Bill Of Materials) BOM:- Any item which is having curtain component items is called BOM item We have to create material master records for the BOM item as well as the Component items. While creating the material master records for the BOM item we take the item category group as ERLA / LUMM and the component items can be treated as standard item NORM Creating BOM ;- (maintaining the components for the BOM item) Logistics

Sales and Distribution Master data Products Bills of Material Bill of Material Material BOM CS01 Create, CS02 Change, CS03 Display

Specify the data for the following fields Material :- Specify the material number for which components are to be maintained Plant:- Specify the plant of the BOM item



BOM Usage ;-Specifies the application in which BOM is maintained (5) for sales Distribution Alternative BOM :- Specifies the sequential number of BOM if the material is having multiple BOMs (enter) In the over view screen component field specify the components and the corresponding quantities and save Determination of BOM 1.For the BOM to be explode in the sales document the following setting has to be done. a) If the item category group is ERLA the item category of the BOM item is TAQ in the definition of which we have to specify the volume “A (Explode single level BOM)” in the field “structure scope” b) If the item category group is LUMF the item category of the BOM is “TAP” in which we have to specify the volume “A (Explode single level BOM)” in the field “structure scope” 2)If the item category is LUMF the system shows price for the components but not for the main item (BOM) for this following setting is required a) The item category of the BOM items is “TAP” which is not relevant for pricing so the main item is not price b) the item category of the components is “TAN” which is relevant for price so the components are priced 3)If the item category group “ERLA” the system shows price for the main item (BOM) but not for the components for this following setting is required a) The item category of the BOM item is “TAQ” which is relevant for pricing so the main item (BOM)will be priced b) the item category of the components is “TAE” which is not relevant for pricing so the components are not priced Item Category determination for BOM item

Sales order Item category . Group

Usage High level Item category Group

Default item category Group

OR ERLA(price) --- --- TAQ OR NORM(no.pri.) --- TAQ TAE

OR LUMF(no.pric) ---- --- TAP OR NORM(price) --- TAP TAN

Note:- To get the list of alternative BOM s in the sales document we have to check the field “Manual alternative” in the item category “BOM” item are “TAQ” “TAP”



Day 33 Date:-April 5, 2007 Revenue Account Determination:- When we save a billing document the system automatically post the values to corresponding G/L accounts for this we have to maintain revenue account determination procedure Assigning G/L accounts SPRO

Sales and Distribution Basic functions Account assignment and costing Revenue account determination Assign G/L accounts

We need to assign the G/L account to the combination of the following fields Application :- specify sales and Distribution (V) Condition type :- Specify the condition type in the revenue account determination procedure, KOFI this condition type is used when “controlling” is not used in finance , KOFK this condition type is used when “controlling” used in finance Chart of account :- It’s a classification scheme consisting of a group of G/L account it provides a frame work for the recording values to ensure and orderly rendering of accounting data, here we have to specify a chart of account in which the G/L account we are assigning exist Sales Organization :- specifies the sales organization from which the values are to be posted to G/L Accounts Account Assign Group of Customer :- this specifies in the customer master record with the help of which the value can be posted to G/L accounts depending on the customers Account Assign Group of Material :- This is specified in the material master record which enables the system to post the sales values of different material types to the corresponding G/L account Account Key :- This is specified in the pricing procedure for each condition type which enables the system to post the condition values to the corresponding G/L accounts Following Tables are example for G/L account Determination

Sales organization

Accou. Assig. Grp Custo. Acc Asig.Grp Mate. Account key

1000 01→Domesting customer 02→Export Customer

01→ Trading Goods 02→ Finished Goods

ERL→ Revenue (PR00) ERS→Sales deduc.(K004/5/7)



INVOICE

M10 (Trading Goods) M-11 (Finished goods) PR00-----35000 PR00-------28000 K004------750 K007--------2000 K005------250

APP C

Tyupe Chart of Account

Sales Organi.

Acc.Ass. Grp.Cust.

Acc.ass. Grp.Mat.

Account Key

G/L Account

V KOFI INT 1000 01 01 ERL 1111 V KOFI INT 1000 01 01 ERS 2222 V KOFI INT 1000 01 02 ERL 3333 V KOFI INT 1000 01 02 ERS 4444 V KOFI INT 1000 02 01 ERL 5555 V KOFI INT 1000 02 01 ERS 6666 V KOFI INT 1000 02 02 ERL 7777 V KOFI INT 1000 02 02 ERS 8888

Creating the account assignment Groups of customer and material SPRO

Sales and Distribution Basic functions Account assignment and costing Revenue Account determination Check master data relevant for account assignment

1.Material account assignment Groups Go to new entries and define account assignment groups 2.Customer account assignment Groups Go to new entries and define account Assignment Groups Define account keys SPRO

Sales and Distribution Basic functions Account assignment and costing Revenue Account determination Define and Assign account keys

1.Define account key Go to new entries and define account keys 2. Assign the account keys Assign The account keys for corresponding condition types (optional)



Day 34 Date:-April 6, 2007 Condition technique for Account determination SPRO

Sales and distribution Basic Functions Account assignment and costing Revenue account determination Define dependencies of revenue account determination(V/14,V/13,V/12)

1.Maintain access sequences for account determination 2.Define account determination Type

Define account determination Procedure Define FOFI00 standard procedure Note:- while placing the condition type (KOFI, KOFK) in the procedure we specify same step numbers for both condition type with different counters. Note2:- when we place these two condition types in the procedure we have to specify the requirement the condition type with requirement 3 is used without controlling and the condition type with requirement 2 is use with controlling. Assignment determination procedure Select the required billing type and assign the assign the procedure.

Special Sales Order 1.Cash sales(CS) :-In a cash sales transaction the customer orders pix up and pay for the gods immediately The delivery is process as soon as we save the order and billing is related to order Creating cash sale order VA01-creatie Order type is CS Enter the required data and save the document. Note:-when we save the cash sale the system automatically creates delivery documents for this the following settings are required CS order type In The definition of CS we have to specify the value “X”(create delivery immediately if the quantity confirmed for day) in the field “immediate delivery” Delivery type BV Note2:- in a cash sale transaction the item can’t be process on credit basis to control this we must not check the field credit active in the corresponding item category BVN Rush Order :-In rush order transaction the goods are delivered on the same day as the order is placed and this transaction is related for credit Delivery is processed as soon as the order is saved and billing is related to delivery .



Create Rush Order VA01-Create sales order Enter the order type RO Enter the corresponding data and save the document Note:- for the system to create the delivery automatically we have to specify the value “X” in the field immediate delivery for RO Item category will be “TAN” same as OR

Order type Immediate Delivery Credits OR X √ CS √ X RO √ √

Day 35 Date:-April 9, 2007

Out line Agreements 1).Scheduling Agreement:-It’s an outline agreement with the customer containing the delivery dates and the corresponding quantities. These are entered as schedule lines in the delivery schedule. we can create the schedule lines while creating the agreement or we can create them later also. i) we full fill a schedule line agreement by creating the deliveries in the schedule as they become due. We process the deliveries for an agreement in exactly the same way as we process the normal delivery after we have carried out the delivery, the system updates the field “delivered quantity” in the scheduling agreement item with the delivery quantity Creating Scheduling agreement Logistics

Sales & Distribution Sales Scheduling agreement VA31-Crate

Schedule agreement Type is DS Enter the corresponding data and save it Note: The following fields are to be noticed in order type DS for DS document category is “E” Screen sequence group is “LP”

transaction Group is “3” Delivery Type is “LF” Billing Type is “F2”

Corresponding item category Group ins “LPN” is same as TAN except the incompletion Procedure “22” the schedule line category is same as Order type



Day 36 Date:-April 10, 2007 2) Contracts:- These are the outline customer agreements that displays when the sales materials or services are sold within a certain time period. i).Quantity Contracts :-It’s an agreement that the customer will order a certain quantity of a product during the specified period the contract contains basis quantity and price information but does not specify delivery dates or quantities ii). Value Contract :- It’s a contractual agreement with a customer that contains the material that they may received within a time period and up to a target value a value can contain certain materials or a group of materials which is called assortment module iii).Service Contracts :- It’s an agreement that contains the condition for offering a certain service to the customer we can manage rental and maintenance contracts in the SAP system iv). Master Contracts:- It’s a document in which we can group the contracts together as lower level contracts and it contains the general terms which apply for all the lower level contracts . Creating Contracts Logistics

Sales and Distribution Sales Contracts VA41-Create

Contract document types Item category NMS-------------------Quantity Contract KMN WK1-------------------Value Contract WKN WK2-------------------Material relevant Value Contract WKN SC----------------------Service Contract WVN GK---------------------Master Contract. 1) Creating NMS VA41-Create NMS Quantity Contract For NMS Document , following Field settings are to be noticed in Document type (VOV8) Sales Document Category is “G” Screen sequence Group is “LP” Transaction Group is “4” No shipping and Billing data has to be specified Corresponding item category is “KMN” for KMN we don’t check the field Schedule line allowed and Completion Rule is set to “C” 2) Creating WK1 VA41-Create WK1 Value Contract For WK1 Document , following Field settings are to be noticed in Document type (VOV8) Sales Document Category is “G” Screen sequence Group is “WK” Transaction Group is “4” No shipping and Billing data has to be specified Corresponding item category is “WKN” for WKN we don’t check the field Schedule line allowed and Completion Rule is set to “E” and we have to check field Order qty = 1



Creating Assortment Module Logistics

Sales and Distribution Master data Products Assortment Assortment Module WSO1-Cratie

3) Creating WK2 VA41-Create WK2 Material relevant Value Contract For NMS Document , following Field settings are to be noticed in Document type (VOV8) Sales Document Category is “G” Screen sequence Group is “WK1” Transaction Group is “4” No shipping and Billing data has to be specified Corresponding item category is “WKN” for WKN we don’t check the field Schedule line allowed and Completion Rule is set to “E” and we have to check field Order qty = 1 4) Creating SC VA41-Create SC Service and Maintenance Contract For SC Document , following Field settings are to be noticed in Document type (VOV8) Sales Document Category is “G” Screen sequence Group is “VT” Transaction Group is “4” No shipping and Billing data has to be specified Corresponding item category is “WVN” for WVN we don’t check the field Schedule line allowed and Completion Rule is set to “C” and its relevant for billing “I” Billing lantType“02” and Pricing “X” 5) Creating GK VA41-Create GK Master Contract For GK Document , following Field settings are to be noticed in Document type (VOV8) Sales Document Category is “0” Screen sequence Group is “GK” Transaction Group is “4” No shipping and Billing data has to be specified Master contract does not have any separate item categories Following Table for assignments for Order type to item category

Description Order type

Usage Iite. cate.Group Hlv.Item.Categ.

Schduling agreement DS --- NORM LPN Quantity Contract NMS --- NORM KMN

Value Contract WK1 --- NORM WKN Material rele.Value Contract WK2 --- NORM WKN Service & Mainta. Contract SC --- DIEN WVN

Master Contract GK --- No item Cate. Grp No Item category



Credit Management

S. Organization. Risk-Category Credit Group ↓ ↓ ↓ Company .Code Customer Transaction .Type ↓ Credit control Credit Control Area :- The entire credit management activities for a company or taken care by credit control area. Centralized Credit Control Area

Credit Control Area Company Code1 Company Code2

Sales Org1 Sales Org2 Decentralized Control are C.C.A.1 C.C.A.2 Company Code1 Company Code2 Sales Org1 Sales Org2 Defining Credit Control Area SPRO

Enterprise Structure Definition Financial account Define Credit Control area

Enter the data for credit control area Note:- In the control area in the field update specify “000012”,specify the fiscal year “K4” Note2:- the Credit limits specified in the credit control area applies for new customers Assigning company Code to credit Control are SPRO

Enterprise Structure Assignment Financial accounting Assign company Code to credit control area

Note:-In the customer master record we can specify the credit control area in sales area data screen and billing document tap page



Defining Risk Categories SPRO

Financial Account Account receivable and account payable Credit management Credit management Credit control account Define risk categories

Go to new entries and define the risk categories for the required credit control area Credit Groups :- It’s specifies which transaction can be blocked for processing, if the credit limits are exceeded. Defining Credit Groups SPRO

Sales and Distribution Basic functions Credit management /Risk management Credit management Define credit groups

01 credit group for sales order 02 credit group for delivery 03 credit groups for goods issue

Assigning the Credit groups to the corresponding transaction SPRO

Sales and Distribution Basic functions Credit management /Risk management Credit management Assign sales documents and delivery documents

1.Credit limits check for Order types Select the required sales document type and assign the credit group OR 01 2.Credit limits check for delivery types Select the required delivery document type and assign the credit group LF 02 03



Day 37 Date:-April 11, 2007 Maintaining Credit limits for Customer Logistics

Sales and Distribution Credit management Master Data FD32-Change

Specify the customer for whom the limits are to be maintain and specify the credit control area in which the customer exist and select the all views (enter) (we will find other screen) Form the main menu (in over view screen) top Go To →Control area Data → Status i).Credit limits :-Specify the required credit limits of the customer ii).Credit horizon date:- If we specify a date here the system carries out credit limit checks for those orders that are due for delivery up to this date iii).Risk Category :- Specify the Corresponding Risk category of the customer Form the main menu (in over view screen) top Go To →Control area Data → Payment history In this screen we can see the payment history of the customer Note:- If we want to see the payment history of a customer in this screen. In the corresponding Customer master record we have to check the field payment history record (Company Code payment transaction Tab page) Form the main menu (in over view screen) top Go To →General Data → Central data i).Total Amount:-The amount in this field specifies the over all credit limits that a customer may receive in all the credit control areas ii).Individual limits:- The amount in this field specifies the maximum credit limits that the customer may receive with in a credit control are Automatic Credit Control :-During The sales document processing if the credit limits are exceeded the system can block the required transaction for this we have to maintain automatic credit control Defining Automatic Credit Control SPRO

Sales and Distribution Basic functions Credit management/Risk management Credit management Define automatic credit control (OVA8)

Go to new entries and define the automatic Credit control in the combination of Credit Control Area, Risk Category and Credit Group (Give the Description of that Credit control name)



Credit Control Area → 1000 → 001 High Risk

Risk Category → 002 Low Risk → 003 Medium Risk → 01 Credit Group For Order Credit Groups → 02 Credit Group for Delivery → 03 Credit Group for Goods Issue 1000/001/01 :- This automatic Credit Control Block sales Orders For those customers who are having high Risk Category 1000/002/03:-This automatic credit control Blocks goods issue for those customers who are having low Risk category 1000/003/02 :- This automatic credit control block the delivery Creation for those customers who are having medium Risk Category Item check (Field) :- If we check this field the system carries out a credit limits check, when we enter the item in the sales document otherwise it checks for the credit limits while saving the order. Checks i).Dynamic :- If we go for dynamic check, for the purpose of evaluating the credits the system considers only those open orders, that are due for delivery up to the horizon date ii).Static:- If we go for static check, for the purpose of evaluating the orders the system consider those open orders which are due for delivery even after the horizon date iii).Document value :- If we go for this check the system carry out a credit limit check based on the value specified in field “minimum document value” for this we have to create one more automatic credit control That is 1000/004/01 iv).Reaction :- specifies whether and how the system react if the credit limits are exceeded in the sales document . v).Status/Block:- If we check this field the system blocks the required transaction Note:- During the sales document processing for the system to check for credit limits the following settings must be done In the definition of sales document type we should not specify the value “No Credit; limits check” in the field check credit limits Note2:- In the corresponding Item category we must have to check the field credit active



Day 38 Date:-April 12, 2007 In completion Procedure:- Depending on the requirement we can make the fields as mandatory in a document, for this we have to define an incompletion procedure in which we need to place all those fields, hat are to be made mandatory and assign the procedure to the document. Defining Incompletion Procedure SPRO

Sales and Distribution Basic functions Log of in completer items Define incompleteness procedures (OVA2)

We can define in completion procedure for the following in completion Groups A-Header sales B-Sales Item C-Sales Schedule line D-Partners F-Sales activity G-Delivery Header H-Delivery Item Select required incompletion Group and go the procedures (click display icon Go to new entries and define the incompletion procedure for the required document Select the defined procedure and go to fields Go to new entries and enter the required field that are to be made mandatory (Note:- To see the Technical name of the field go to the corresponding screen and keep the cursor in that field which field u want know the technical name, and press F1, then other new window top u will find icon called technical field information view and click it i). Table :- Specifies the name of the field in the table ii). Description :- It will come by default iii). Screen :- Specifies the functions code that displays the screen in which the user can enter the missing data iv). Status :-Specifies the corresponding status group of the field v). Warning :- If we check this field the system gives a warning massage if the user does not make a entry in the mandatory field . vi). Sequence:- Specifies the sequence in which the system determines the mandatory fields in the document Assigning in completion Procedure SPRO

Sales and Distribution Basic functions Log of in completer items Assign incompleteness Procedure

Assign the incompletion Procedure to corresponding Document type and item category etc. Status Group :- It’s specifies which subsequent transaction can be blocked for processing the mandatory field is missing the data



Defining The Status Group SPRO

Sales and Distribution Basic functions Log of in completer items Define status Group

Go to the new entries and create the status groups

Billing:- In the above Table example we can’t create the billing document in the mandatory field to which this status group is assigned is missing the data Day 39 Date:-April 13, 2007

Coping Controls Coping Controls :- When we create the document with reference the data from the reference document will be copied to the sub sequent document, for this we have to maintain coping controls from the reference document to the sub sequent document SPRO

Sales and Distribution Sales Maintain copy Control for sales Document



Eg. Source Target QT OR Sale Document Type QT OR Header Header

Item Category Type AGN TAN Item AGNN AGNN Item

Schedule line Category Type schedule BN CP/CS Schedule line

1)Coping Controls Sales Document to Sales document



Note:- The Coping requirements Specifies when the data has to be copied, and The Data Transfers Specifies which Data has to be copied Eg:- when we are creating OR with reference to a QT the data has to be copied if the customer is same in QT and OR this controlled by Coping requirement. Data Transfer :- Depending on The requirement of client we need to make a copy of the data which is controlled by Data Transfer

Note:- When u Create the document with reference the system forms document flow, for this we have to specify the value “X”(Create document flow records) in The field “Update document flow” while maintaining the coping controls at item level



2) Coping Controls For Billing Document to Sales Document

II) Coping Controls for delivery document SPRO

Logistic Execution Shipping Coping Controls Specify copy control for deliveries



Copying Controls from OR to LF document type



III) Copying Controls Billing Documents SPRO

Sales and Distribution Billing Billing Documents Maintain coping controls for billing Document

1) Copying Controls sales document to billing Document

2) Copying controls Billing Document to Billing Document



3) Copying controls delivery Document to Billing Document

Posting Stock in The Plant MB1C – Transaction code for posting stock Specify “movement type 561 specify plant and storage location in which the stock has to be maintain Specify the required material and the corresponding quantity and save it Note:- During the posting of the stack if we may get the following errors. 1). Closing The posting periods ? Solution: - MMPV-Transaction Code Maintain the period up to the currant month 2). Marinating the plant Parameters SPRO

Materials management Inventory management and Physical inventory Plant parameters

Copy the predefine plant with your plant 3). No stock postings possible for the material or Combination of plant xxxx and material type Trading goods does not exist ? OMS2-Transaction code



Select the required material type (HAWA-Trading goods) and go to Quantity and value updating For the required valuation area (Plant) check the field Quantity Updating and Value updating 4). If we get the error regarding account determination ? Assigning valuation Grouping code to valuation area OMWD-Transaction code Select the required plant and specify the valuation Grouping code 0001 5). Field Status variant OBC5-tanscation code and give the code 0001 with company code 6).Opening the Periods : a) assigning a posting period variant to company code OBBP- Transaction code 0001 or 1000 b) Opening the periods OB52- Transaction code For the required variant specify the currant year in the second and fourth columns for years for all the account types (+ to S) 6) Creating G/L Account FS00-Transcation Code Specify G/L Account (which u find the G/L A/c number in the error) and the company code and select the icon create Control Data leave the field reconciliation (empty) Create/bank/insert (tab page ) In the field status group : specify the G029 , G006 or G049 For the cost accounts the field status group must be “G006 or G049” for revenue account the field status group is G029. To make an account as a reconciliation account we nee to use the field reconciliation account for account type control data tab page 8) Creating Number range for Material document: FBN1- Transaction code Specify the number range which u find in the error massage and create the number range . 9). Maintain tolerance limits for tolerance key VP? OMR6-Transcation Code Select the predefine company code with tolerance key and copy the company code with tolerance key 10) Posting only possible in periods 2007/03 and 0000/00 in company code xxxx Go to OX18 and Delete the plant and save, Go to OMSY and maintain the currant year and monnt for company code and save, and again Go to OX18 and Assign again plant to company Code and save it 11) G/L Account is Blocked/deletion for creation in chart of account INT FSP0 (click on Lock icon to remove block and click on delete icon and remove block for dle.) To see the Material document list MB51-Transcation Code To check the stock in the plant (stock over view) MMBE- Transaction Code




SHIPPING Shipping Point:- It’s specifies the place from which the goods are delivery to the customers, depending on the requirement we need to create multiple shipping points for a company Defining Shipping Point SPRO

Enterprise Structure Definition Logistics Execution Define copy delete check shipping point

Make copy from a predefine shipping point And comeback to the previous screen and go to define shipping point. Select the defined shipping point and go to details icon.

i) specify the factory calendar ii) specify the corresponding lead time iii) Address icon give the corresponding details and save the shipping point

Assigning shipping point to plant SPRO

Enterprise Structure Assignment Logistics and Execution Assign shipping point to plant OVXC

Specify required plant and assign the shipping point Note:- one plant can have multiple shipping points and one shipping point can have multiple plants. Shipping Point Determination:- During the sales document processing the system automatically proposes a corresponding shipping point at item level, for this the following setting is required SPRO

Logistics Execution Shipping Basic shipping functions Shipping point and goods receiving point determination Assign shipping points (OVL2)

We need to assign the shipping point to the combination of shipping conditions loading group and plant Note:- during the sales document processing the system determine the plant from either of the following master records by searching in the specified sequence. 1) Customer Material Information records. 2) customer Master Record 3) material Master record Item Categories in Delivery



SPRO

Logistics Execution Shipping Deliveries Define item categories for deliveries (0VLP)

Note:-When we create the delivery with reference the item category will be copy from the reference document to delivery document.(if not copy all required item category like TAN to TAN The item category for an item without reference is DLN ( LO------------DLN) Functionality of delivery item category i) Document category :- “J’ ii) Material number “0” allowed :- Specifies can we have an item in the delivery document without specifying the quantity Note:- it make sense to checks for the text item only item category TATX iii) check quantity “0” :- Specifies whether and how the system reacts it the delivery quantity of the item is 0 (zero) iv) check minimum Quantity :- Specifies whether the system checks the minimum delivery quantity specified in the Material Master record and how it reacts if the minimum is not met v).check over delivery :- specifies whether and how the system reacts if the delivery quantity exceeds the order quantity. vi) availability check off :- Check specifies whether the system carries out an availability check for the delivery item. vii) Relevant for picking :- If we check this field then only the item can be pick from the corresponding plant or where house Eg:- certain transaction such as returns (REN) or not relevant for picking so this field should not be check in the corresponding returns item category delivery “REN” viii) Storage location :- Required if we check this field we have to specify the storage location for the delivery items ix) Determine Storage location:- If we check this field the system automatically determine corresponding storage location for delivery items x) Automatic batch determination :- Note:- In deliveries it’s not required to maintain item category determination because they will be copy from sales document to delivery document with the help of copying controls . Item category determination SPRO

Logistics Execution Shipping Deliveries Define item categories determination in delivery (0184)



Creating Delivery document: - Creating delivery document we can create the delivery document with reference to a sales document and without reference also we can create When it comes with reference we can create one delivery for one order, one delivery for multiple orders and multiple deliveries for one order Creating a delivery with reference to an Order Logistics

Sales and Distribution Shipping and transportation Out bond delivery Create Single document VL01N-with reference to sales Order

Specify the data for the following fields

i) shipping point :- Specify the shipping point from which the order has to be delivered. ii) Selection Date:- specify the delivery creation date iii) Order:- specify the order for which the delivery is created iv) From and To :- specify the item numbers which u want delivery the items

Note: - While creating delivery with reference it’s not required to specify the delivery type, because it will be automatically determine from the definition of OR reference document type (Enter) In the over view screen select the “Picking “tap page where we find the pick quantity as 0

1) The required quantity are to be pick either from the plant or from the where house. 2) If the material is managed in batches, for picking of that material from the plant we have to

specify the corresponding batch numbers and the required quantities, for this select the required line item and select the button batch split

II). If we have the where house management, for picking the material form the where hose we need to create “Transfer order” Creating Transfer Order Logistics

Sales and Distribution Shipping and Transportations Picking Create transfer Order LT03 single document

Or in the delivery document over view screen from the main menu select “Subsequent functions”→ create Transfer order



On the transfer order initial screen specify the where house number from which the material are to be pick and specify the delivery number for which picking has to be done When we reach the transfer order overview screen the required quantities will be pick. Save the transfer order.

Select the delivery document created (VL02N) and in the over view screen select the picking tap page where we find completely picked quantity III) Post Goods Issue: - Select the button post goods issue by doing which the goods leave the company Effects of post goods issue

1) the stock of the material will be reduce by the corresponding delivery quantity For this we have to specify the “601” in the definition of corresponding schedule line category

2) The value changes or posted to the corresponding balance sheet account in inventory

accounting. post goods issue will be updated in the document flow

Day 41 Date:-April 17, 2007 Collective Processing of orders due for delivery 1) For combining multiple orders for a customer we have to check the field order combination in the corresponding customer

For this combining multiple orders the following data must be same i).ship to party ii).shipping point iii). Delivery creation date Creating Single Delivery Document for multiple Sales orders Logistics

Sales and Distribution Shipping and Transportation Out bond Delivery Create Collective processing of documents due for delivery VL10A- Sales Orders (Delivery Due list)

i) on the fast display screen specify the required shipping point delivery creation date and ship to party and execute.

ii) The system gives the list of all those open orders which are due for delivery and which have above three fields in common



Select the orders that are to be combined and select the button create delivery in by clicking icon

“Back ground” Select the icon “Log for delivery creation” The system generates a group number which contains the delivery document created To see the delivery document number, and select (highlight)the group number and select the button “Document”

Select the document number(highlight) and select the button “display document” Get the delivery document in to change mode and complete the picking and post goods issue Defining delivery type SPRO

Logistics Execution Shipping Deliveries Define delivery types (0VLK)

LF → Delivery with reference to sales Order LO → Delivery without order reference LR → Returns delivery BV → Cash sale Delivery

Functionality of delivery type i) Document Category :- “J’ for delivery ii) Number range internal assignment and external assignment Creating Number range for deliveries : SPRO

Logistics Execution Shipping Deliveries Define number ranges for deliveries (VN01)

iii) Item increment :- Specify the item increment number iv) Order requirement :- Specifies whether a reference document is required for creating the delivery document v) Storage location:- Specifies how the system determines the picking location when we creating a delivery without entering a storage location for the item. MALA → Shipping point/plant/Storage condition RETA → Plant / Situation (SITUA)/storage Condition MARE → MALA then RETA (back up procedure) vi) Delivery split where house Number :- If we check this field the delivery can be split depending on the where house number. vii) Screen Sequence Group:- “AU” viii) Display range :- “ALL”




BILLING Creating Invoice Logistics

Sales and Distribution Billing Billing document VF01-Create

In the field document specify the reference document number and execute (and save the invoice) Note1:- the reference document for creating the billing document is controlled by item category with the field billing relevance . Note2:- When we create the billing document it’s not required to specify the billing type because it will be automatically determine from the definition of corresponding reference document type *1 :- when we save the invoice the companies revenue account will be Credited and the customer account will be Debited *2: when we save the invoice the system automatically generates “Accounting document” which is posted to finance For the system to generate the accounting document we have to maintain revenue account determination procedure .

To see the accounting document which is generated, select the Invoice (VF02) created and

select the button “Accounting”

The system generates the following document .

Go to the details of Account Document



The Document type for accounting is RV For maintaining the number range for accounting document (RV) go to the transaction Code FB01 The fields in the in the accounting document

i)Item (Itm):- Specifies the sequential number of the record in the accounting document. ii) Posting key(PK):- Posting key for G/L Account 01→ Payer ,50→ for credit and 40→ credit iii). Account:- Specifies the G/L Account numbers iv) Account short text:- specifies the description of G/L account v) Assignment;- vi) Tax code (TX):- Specifies the Tax code of the country Note:- for creating the tax code use the transaction code FTXP Vii) Amount:-Specifies the amount which is posted G/L Account For the system to generate accounting document we have to specify the reconciliation account in the customer master record In the accounting document we can see the reconciliation account in the definitions of payer records

Out put determination (print out) To take a print out or screen preview of the invoice Go to transaction code VF02 and specify the invoice number and from the initial screen select Billing document (from main menu) → Issue output → print / screen Note:- to have print out for the document we have to maintain out put determination procedure Note2:- we can set the default language for printout in the definition of out put type (RD00) or in the billing document we can change the language For this VF02 in the over view screen from the main menu select Go To → Header → output To change the language select the button “Change out put “



Creating out put procedure and determination SPRO

Sales and Distribution Basic functions Out put determination

Invoice Cancellation Logistics

Sales and distribution Billing Billing document VF11-Cacelation

In the field document specify the billing document number to be cancelled and execute Go to details of invoice cancellation and save the invoice cancellation *when we save the invoice cancellation the values which are already posted in finance will be reverted

he system generates Accounting document type which is posted in finance The accounting document type is (AB)

Day 43 Date:-April 19, 2007 Sales Document Delivery Document Billing Document OR LF F2 RE LR RE(Cre.M.Re) G2(Credit Memo Request) G2(Cr.M.Re.) L2(Debit Memo) L2(D.Memo) Credit Memo :- Because of any reason if the company has to pay some amount back to the customer we have to create the reference document for credit memo is credit memo request



Creating Credit Memo Request VA01-Create Order Type is G2 Enter the required data and save document Note:- For G2 following fields to be check in Document type i) Document Category is “K” ii).Screen Sequence Group is “GA” iii) Transaction Group is “0” iv) no shipping data has to be specified v) Corresponding billing type is “G2” The standard item category is G2N, for G2N we don’t check the field schedule lines allowed Creating Credit Memo VF01-Create In the field document specify the credit memo request number and execute and save the document *When we save the credit memo the system generates the accounting document which is posted to finance in which the company revenues is debited and customers account is credited and the account document type is RV Debit Memo:- Because of any reasons if the customer has to pay some extra amount to the company we have to raise debit memo for this the reference document is debit memo request Creating Debit Memo VA01-Create Order type is L2 enter the required data and save the document Note:- For L2 following fields to be check in Document type i) Document Category is “L” ii).Screen Sequence Group is “GA” iii) Transaction Group is “0” iv) no shipping data has to be specified v) Corresponding billing type is “L2” The standard item category is L2N, for L2N we don’t check the field schedule lines allowed Creating Credit Memo VF01-Create In the field document specify the debit memo request number and execute and save the document *When we save the credit memo the system generates the accounting document which is posted to finance in which the company revenues is credited and customers account is debited and the account document type is

Day 44 Date:-April 20, 2007 Defining Billing Type SPRO

Sales and Distribution Billing Billing Document Define Billing Document – VOFA

F1,F2 Invoice BV Cash sales invoice F5 Profarma invoice for order F8 Proforma invoice for Delivery G2 Credit Memo L2 Debit Memo S1 Invoice Cancellation S2 Credit memo cancellation



Functionality of Billing Document i) Number Range internal Assignment:- Crating Number ranges only internal assignment SPRO

Sales and Distribution Billing Billing Document Define Number ranges for billing documents

ii) Item number increment iii). Sales Document Category :- Specify the billing Document type iv).Transaction Group :- 7 v). Negative posting : Specifies whether the nagitive posting is allowed for the billing document . vi). Posting Block:- If we check this field the automatic transfer of billing document to accounting will be block Note:- we can release the document manually to accounting in the following way Go to VF02 Specify the billing Document no. and from main Manu select the Billing Document → Release to accounting vii) Relevant for rebate (v) :-If we check this field the billing document become relevant for offering rebates viii). Cancellation billing :- specifies the corresponding cancellation type for the billing document. ix). Account determination procedure :- Specifies the revenue account determination procedure x) Out put determination Procedure :- Specifies the output determination procedure . Note:- Billing plans :- we have two billing types periodic billing and mind stone billing

Define billing plan type After define the billing plan this plan we have to specify in item category

CROSS SELLING Cross selling :- It’s a sales practice where the customers or offered additional merchandise to what they order in a effort to increase the sales value SPRO

Sales and Distribution Basic functions Cross selling Define determination procedure for cross selling

1) Create Condition tables OV48 2) Create Access sequence OV41 3) Define Condition Type – OV42 4) Maintain procedure – OV43

Cross Selling Profile :- It controls whether the cross selling materials or to be displayed by default in the sales document or only by request Define Cross selling Profile



SPRO Sales and Distribution Basic functions Cross selling Define and assign cross selling profile

1)Define Cross selling Profile :- Go To new entries create profile

Enter the cross selling profile and specify the cross selling pricing procedure in “cross-selling pricing procedure” The field “Cross selling dialog box indicator” Specifies whether the cross-selling materials are to be displayed by default or only by request. Define Customer & document procedure for cross selling SPRO

Sales and Distribution Basic functions Cross selling Maintain customer and document procedure for cross-selling

1) Define Customer procedure for cross-selling Go to new entries and define customer procedure for cross selling Note:- this value has to be enter in the required customer master record in the field customer procedure for product proposal (PP.Cust.Proc.) in sales area data screen , Sales Tab Page 2)Define Document procedure for cross-selling :- Go to new entries and define the procedure 3) Assigning Document Procedure for cross-selling to sales document Assigning cross selling profile SPRO

Sales and Distribution Basic functions Cross selling Define and assign cross selling profile



Assign Cross-selling profile

We need to assign the profile to the combination of Sales Organization, Distribution channel, Division Customer Procedure for cross-selling and document procedure for cross-selling Maintain records for Cross-selling Logistics

Sales and distribution Master Data Products Cross-selling VB41-Crate

Specify the cross selling type In the first field for materials specify the material for which the cross-selling materials are to be displayed In the second field for material which is used for cross-selling, the field Cross-selling control specifies whether the cross-selling materials can be delivered regardless of the main item or in conjunction with the main item To specify multiple materials for cross-selling select the icon on top alternative materials


THIRD PARTY SALES Third Party Sales :- In the third party order processing the company does not delivery the items requested by the customer Instead we pass the order to a third party vender who delivers the goods directly to the customer and bills the company A sales order may consist partly or wholly third party items 1) Automatic Third party order Process:- If a material is always delivered from the venders, we can specify in the material master record that the material is third party item, for this we have to specify the item category group BANS, So that during the sales order processing the system determines corresponding item category TAS for the third party item 2) Manual third party order processing :- In the case of a material that we normally deliver or sale but occasionally need to order from the vender, we can over write the item category during the sales order processing, that is the system by default proposes the item category as TAN which must be changing to TAS, So that item become a third party Item for that transaction



Before create third party make the following setting in MM Create Purchase organization OX08-Create Go to new entries and create purchase organization Assign pur.Org. to company code OX01-Assign Select company code and assign the purchase organization Assign Plant to pur. Organization OX17 Select the purchase organization and assign plant to pur. Org. Create purchase Group OME4- T.code Go to new entries and create purchase group OBD3- Vender Account groups XKN1- Create Number rage for vender OBAS- Assign number range for vender XK01- Create vender MM01-Create material Note:- For the third party material we have to maintain the “purchasing view” while creating material master material Group is BANS ME11- Create vendor info records Enter the vender, Material and Pur. Org. and Plant (enter) select the icon on top Texts Check the field info. Record note enter description and select icon Condition on top Enter the PB00 as your item purchase price and currency and save the records . In next window plnd dely time (planned delivery time) enter the days ands save the record I Step Creating Sales Order VA01-Crate Enter the third party item (enter) Enter the purchase group and fixed vender and purchase org. and info rec. number. Save the order. * When we save the sales order the system automatically creates the purchase requesting which is seen in the corresponding schedule line data of third party item .For this in the definition of schedule line category of third party item ‘CS” we have to specify the purchase requisition type “NB” in the field Order Type . To see the purchase requisition no VA02 and go to schedule lines and see the purchase requisition number



II Step Assigning the purchase requisition to a vender and creating the purchase order Go to ME57- Transaction Code Specify the purchase requisition number and check the field Assigned purchase requisition and execute. Select the record and select the button “Assignment over view” Select the record and select the button “Process Assignment” the system gives a popup box for creating the purchase order (press enter) Drag and drop the Purchase requisition (PR) on the basket on top and save the purchase order III Step Creating Post goods receipt MIGO-Transaction code Specify the PO. Number and Execute Check the field “Item Ok” and select the button Post document i) While processing goods receipt if we get the error Check table 169P: entry XXXX does not exist ? Solution:- SE11- Transaction code Enter the field data base table T169P and select the Display icon in the down Select (highlight) the BUKRS and in the main menu select Utilities → table contents → create entries select any one predefine company code table and copy to your company code and save the data

ii) if we get error G/L account 191100 does not exist in company code XXXX ? Solution FS00- Transaction Code Select the predefine G/L account 191100 (Through find option) and copy to your company code and save the G/L account

iii) If we get error For object RF_BELEG VELE, number range interval 50 does not exist Solution:FBN1- Transaction Code Enter the company code select the intervals and enter 50 and currant year and number range and save the number range IV Step Creating in Coming Invoice MIRO- Transaction Code Specify the PO number, Invoice Data and execute check the field calculate tax and Select the massage button on top if its red color, u will get one window with errors may like following errors solve them



i) Tax code V1 country IN does not exist in procedure TAXIT ? Solution Enter the country code and tax code and enter the which percent u want calculate and save it

ii) Maintain tolerance limits for tolerance key BD (Co Code XXXX) ? Solution :- OMR6 Select the pre define company tolerance key and copy to your company

ii)No amount authorization for customers/vendors in company code XXXX ? Solution:- OBA4-T.code Select predefine company code and copy to your code iii)Table T169V: entry XXXX does not exist ? solution SE11- T.code Enter the field data base table T169V and select the Display icon in the down Select (highlight) the BUKRS and in the main menu select Utilities → table contents → create entries select any one predefine company code table and copy to your company code and save the data Specify the required balance amount in the field amount Select the button simulate. Select the required G/L Account and select the button Post iv) Error Document no. 5XXXXXX created (blocked for payment) ? Solution :-MRBR V Step Creating invoice for the customer. VF01-Transaction Code We need to create the invoice with reference to sales Order Note:* When we creating the invoice based on sales order the quantity are to be determine from the incoming invoice, for this the following setting is required In the definition of item category of third party item “TAS” in the field “billing relevance” we have to specify the value “F” (Order-related billing document –status according to invoice quantity)


CONSIGNMENT SALES Consignment Sales:-The consignment goods are the goods which are store at the customer location, but which are own by the company the customer is not obliged to pay. For these goods until they remove them from the consignment stock, other wise the customer can usually return the consignment goods which are not required



The Processes flow of the Consignment sales There are four main Transactions for processing the consignment stock in the SAP system. All of which support separate management of stock

1) Consignment Fill up 2) Consignment Issue 3) Consignment Pickup 4) Consignment Returns

Note * A special stock partner has been defined for carrying out the consignment stock processing. So that we can mange the entire special stock under on partner For this in the required customer master records we have to specify the partner functions SB special stock partner 1). Creating Consignment Fill up The consignment fill up is use to supplement the customer consignment stock. That is the stock will be moved the customer, but still it belongs to the company Before creating order for consignment check corresponding stock overview with T.code. MMBE so that we can see the how it create special stock for the customer. i) Creating the Consignment Order VA01-Cratie Order Type is KB or CF Note:- CF is same as or except the billing data which should be left blank for CF The item category is “KBN”, this item category is same as TAN except the field billing relevance which should be left empty for KBN ii). Creating Delivery VL01N- Create Complete the picking and post goods issue process Note:- when we complete the post goods issue a consignment special stock will be created for the customer. For this in the definition of corresponding schedule line category E0 we have to specify the movement type as 631 See the special stock effect for corresponding item with code MMBE 2) Consignment Issue The consignment issue enables the customer to take the consignment goods from the special stock. For this special purpose it involves remaining goods from the special stock and making it the property of the customer i) Creating consignment Issue VA01-Create Document type is KE or CI Note:- CI is same as OR and Item category is KEN, this KEN is same as TAN except the field special stock which is set to “W” for KEN ii). Creating delivery VLN01N-Create



This transaction is not relevant for picking. To control this we must not check the field “Relevant for Picking” in the definition of KEN item category in Delivery Complete Post goods process Note:- when we complete the post goods issue the goods are reduce from the relevant quantity from the special stock . for this in the definition of corresponding schedule line category C0 we have to specify the movement type 633 iii) Creating invoice. VF01 – Create Create the invoice and save the document 3). Consignment Pick up Any consignment goods that are stored at the customers location, which have yet been used can be reposted to the company special stock. i) Creating consignment pick up VA01-Create order type is KA or CP CP is same as CF except the delivery type which is “LR for CP” Item category is KAN, this KAN is same as KBN and for KAN we have to check the field returns ii) Creating Returns Delivery VL01N-Create This transaction is not relevant for picking so the directly complete post goods receipts Note:- when we complete the post goods receipt. The special stock will be added to the main stock. For this in the corresponding schedule line category “F0” we have to specify the movement type as 632 4). Consignment Returns The consignment returns or used which the customer wants to return the goods from the consignment stock i) Creating consignment Returns VA01- Create order type is CR

Day 47 Date:-April 25, 2007 Item category is KRN, KRN is same as REN and For KRN the special stock indicate is set to “W” Creating Returns delivery VL01N-Crate This Transaction is not relevant for picking so complete the post goods receipt Note:- when we complete the post goods receipt the stock will be added to special stock. For this in the corresponding schedule line category “D0” we have to specify the movement type 634

Note:- If required again the special stock can be sold for which we have to create consignment issue or it can be added to main stock for which we have to create consignment pickup



Sales Docu. Type

Ite.Cat.Grp

Usage H. lvl. Ite Cat.


MRP Type Scedul line.Cate.

CF (KB) NORM --- --- KBN ND E1 (631) CI (KE) NORM --- --- KEN ND C1 (633) CP (KA) NORM --- --- KAN ND F0 (632) CR NORM --- --- KRN ND D0 (634) OBYC- Transaction code for assigning G/L account to Valuation Class. While post goods issue we May get this error Double click on which u asking error (GBB)enter your chart of account and assign the v.class

VARIANT CONFIGURATION Variant configuration:- Variant configuration is a tool which helps to simplify the complex, manufacturing of final products with more variants and variations of in put material. The manufacturer always has to offer new variant of its products Often by modifying the existing product designs, we need to create new variants as we process the order which enables to react Quigley to the customers requirements We will take PULSAR Motorcycle as a example of Material Characteristics Characteristics value 150cc

Engine → 180cc Red

Color → Black Silver

Price Basic price → 40,000 150cc → 10,000 180cc → 15,000 Red → 10,000 Black → 15,000 Silver → 12,000



Characteristics:- When we create a sales order for the configurable material. That sales order must describe how the product being order has to look, this description always comes from the characteristics and the characteristics values we use the characteristics to define the features of the configurable material. So that the customer can shoos from the different options of the characteristics Crating Characteristics:- Logistics

Central functions Variant configuration Environment Classification Master data CT04-Characteristics

Specify the characteristics and select the icon create

i) Basic Data Tab Page:- Select the basic data tab page and specify the description ,Status must be “Released” ii) Format:- Specify the data type (character format ) and number of characters iii) value assignment :- In the value assignment field select single value . Note:- If we want have multiple selections at a given point of time while selecting the characteristics values in sales order, here select multiple values, select the tab page value and enter the required characteristics value and save it



Step 2 Class:- In variant configuration a class is used to hold the characteristics that describes a configurable material. By linking the class to the material, we allow that material to be configured using the characteristics of the class We can only use a class if that class has a class type that supports variant configuration. The standard class type for variant configuration is 300 Creating Class Logistics

Central functions Variant configuration Environment Classification Master data CL02- Class



Enter the class and the class type “300” and select the icon create

On Basic Data Tab page specify the description and status must be released



Select the characteristic tab page and enter the required characteristics and save it

Step III Creating the material mater for PULSAR Configurable material and assigning the class MM01- Create Material Master

While creating the material master specify the Industry sector “Mechanical Enginee..” And Material type is “KAMAT Configurable material” We have to maintain the Classification view, enter the required data and on Basic Data1 Tab page

The value for field CM relevance enter the “Relevant for configuration management” And we have enter the item category group is 002 (configuration) Enter the remaining data and save the material. Step IV Configuration profile:- We maintain the configuration profile for the configurable material to define the central selecting for configuring the material that is here we can specify whether the variant configuration is maintain with or without BOM . If its with BOM we can also specify whether it is single level BOM or Multi level BOM



Creating the configuration profile: Logistics

Central functions Variant configuration Configuration profile CU41- Create

Select the Object Material and enter the material for Pulsar (enter) Create the required profile by specifying the class type 300 Select (highlight) the created profile and select the icon profile details

Select the Configuration Initial screen tab page where we can specify whether we are using BOM or not Note:- if its BOM specify the BOM application as SD01 and save the profile



Step V Dependencies :-Dependencies describes the inter dependencies between the characteristic and the characteristic value and it also controls which components are to be selected from the bills of material Dependency types i) Pre condition:- The pre condition describes when an object that is (a characteristics or a characteristics value or BOM item etc) can be copied to the configuration . That is if a pre condition is linked to an object Eg. A characteristic value, that object only appears in the configuration. If the condition describes in the precondition is fulfill ii) Selection Condition :- its specifies when its mandatory to assign a value to a characteristics iii) Procedure :- We use the procedure to in for the values for the chrematistics Maintaining the Dependency Logistics

Central functions Variant configuration Dependency Single dependency CU01- Create

Note:- here we need to write the dependency and assign it to the required characteristics value. OR we can directly go to the characteristics value and there it self we can write the dependency Creating during characteristics for procedure CT04-Create Enter the characteristic and select the icon create and specify the description .and status must be released Now this time don’t specify any Data type leave it blank Select the Additional data Tab page and specify the table name as “SDCOM” and the field name “VKOND”



Writing the Dependency CTO4- Crete Enter the required characteristics and select the characteristics value tab page

and from main menu select Extras → Object dependencies → Editor now select the dependency type Procedure

in the second line write the following syntax $SELF.procedure= ‘150’ Eg. $SELF.ENCC1= ‘150” (150 is Variant) after complete the write dependency check syntax error (CNTRL F2). Write the dependency for all the characteristics Maintain the Basic price i) VK11-T.code Item price condition is PR00 Maintain the price for PULSAR ii) Maintain the price for Variants VK11-Maintain records for variants Variant price Condition is VA00 for variants Eg. 150cc and 180cc and Red and Black Functionality of VA00 conditions Condition Class is “A” .Plus/minus (A) Positive Condition Category is “O” Variant VA00 has to be enter in pricing procedure below to PR00 with the requirement 2 The item category is TAC in TAC in the field structure scope we have to take “C’(configuration No. BOM explosion ) if its BOM item “D” (Configuration, poss. with BOM explosion)