configuracion sd en mx 600
TRANSCRIPT
EHP3 for SAP ERP 6.0
June 2009
English
Sales and Distribution (105)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices Sales and Distribution (105): Configuration Guide
Copyright© Copyright 2009 SAP AG. All rights reserved.
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SAP Best Practices Sales and Distribution (105): Configuration Guide
Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
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Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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Content1 Purpose...................................................................................................................... 8
2 Preparation................................................................................................................8
2.1 Prerequisites......................................................................................................................... 8
3 SD Core Configuration and Logistics Execution........................................................8
3.1 Order Scheduling.......................................................................................................8
3.1.1 Defining Floats (Scheduling Margin Key)...................................................................8
3.2 SD Business Partner Configuration...........................................................................9
3.2.1 Customer Control.......................................................................................................9
3.2.1.1 Setting Up Partner Determination: Account Groups - Function Assignment.....9
3.2.1.2 Defining Customer Account Group for DUMMY Customer.............................11
3.2.1.3 Partner Determination Procedure Assignment................................................14
3.2.2 Customer Master Data.............................................................................................15
3.2.2.1 Defining Legal Statuses..................................................................................15
3.2.2.2 Defining Customer Groups.............................................................................16
3.2.2.3 Defining Sales Districts...................................................................................17
3.2.3 Customer Hierarchies..............................................................................................18
3.2.3.1 Assigning Sales Areas to Customer Hierarchy Types.....................................18
3.2.3.2 Allowed Account Group Assignments for Customer Hierarchies....................18
3.3 Logistics Execution..................................................................................................19
3.3.1 LE: Shipment Cost...................................................................................................19
3.3.1.1 Defining and Assigning Shipping Type Procedure Group...............................19
3.3.1.2 Assigning Purchasing Data.............................................................................20
3.3.2 LE: Routes...............................................................................................................20
3.3.2.1 Defining Shipping Types.................................................................................20
3.3.3 Assigning Transportation Zone to Shipping Point....................................................21
3.3.4 LE: Packaging..........................................................................................................22
3.3.4.1 Defining Packaging Material Types.................................................................22
3.3.4.2 Defining Material Group for Packaging Materials............................................23
3.3.4.3 Defining Allowed Packaging Materials............................................................24
3.3.5 LE: Defining Shipping Points....................................................................................25
3.3.5.1 Assigning Shipping Points..............................................................................25
3.3.6 LE: Deliveries...........................................................................................................28
3.3.6.1 Defining Delivery Types..................................................................................28
3.3.6.2 Assignment of List Profile to Delivery Scenario...............................................29
3.4 Pricing...................................................................................................................... 30
3.4.1 Defining Condition Tables........................................................................................30
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3.4.1.1 Defining Condition Tables: Structures........................................................................30
3.5 Defining Access Sequences....................................................................................31
3.5.1 Define Access Sequences.......................................................................................31
3.5.2 Define Condition Types............................................................................................31
3.5.3 Copying Rules for Condition Types..........................................................................32
3.5.4 Defining and Assigning Pricing Procedure...............................................................33
3.5.5 Defining Pricing Procedure Determination...............................................................34
3.5.6 Defining Document Pricing Procedure.....................................................................34
3.6 Account Determination.............................................................................................35
3.6.1 Materials: Account Assignment Group.....................................................................35
3.6.2 Customers: Account Assignment Group..................................................................35
3.6.3 Defining Account Determination Procedure.............................................................36
3.6.4 Default Values for Account Group for Customer Creation........................................37
3.6.5 Defining Account Keys.............................................................................................37
3.7 Assigning G/L Accounts...........................................................................................38
3.8 Availability Check.....................................................................................................41
3.8.1 Availability Check: Define Checking Groups............................................................41
3.8.2 Defining Material Block for Other Users...................................................................41
3.8.3 Availability Check: Defining Checking Groups Default Value...................................42
3.8.4 Carry Out Control for Availability Check...................................................................43
3.8.5 Availability Check against Product Allocation: Maintaining Procedure.....................45
3.8.6 Availability Check against Product Allocation: Defining Object................................46
3.8.7 Availability Check against Product Allocation: Specifying Hierarchy........................46
3.8.8 Availability Check against Product Allocation: Defining Consumption Periods........47
3.8.9 Availability Check against Product Allocation: Controlling Product Allocation..........48
3.8.10 Defining Flow According to Requirement Category.................................................49
3.9 Output Control..........................................................................................................49
3.9.1 Maintaining Output Procedure.................................................................................49
3.10 Output Control – Sales Documents..........................................................................50
3.10.1 Maintaining Output Types: Output Types.................................................................50
3.10.2 Maintaining Output Types: Message Types.............................................................51
3.11 Output Control – Shipping........................................................................................52
3.11.1 Maintaining Output Types........................................................................................52
3.11.2 Maitaining Output Determination Procedures..........................................................53
3.11.3 Use........................................................................................................................... 53
3.11.4 Procedure................................................................................................................53
3.11.5 Result....................................................................................................................... 54
3.11.6 Maintaining Output Types - Partner Function...........................................................54
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3.12 Output Control – Billing............................................................................................54
3.12.1 Maintaining Output Types........................................................................................54
3.12.2 Assigning Output Determination Procedures...........................................................55
3.12.3 SD Output Determination - Billing Partner Functions...............................................56
3.13 Defining Print Parameters........................................................................................57
3.13.1 Defining Print Parameters Sales Organization.........................................................57
3.13.2 Defining Print Parameters Shipping.........................................................................58
3.14 Output Control – Picking SD....................................................................................58
3.14.1 Output Determination for Picking List.......................................................................58
3.14.2 Maintaining Print Parameter for SD Picking.............................................................59
3.15 Product Specific Settings.........................................................................................60
3.15.1 Maintaining Procedure Determination in Background for Product Proposal.............60
3.15.2 Maintaining Procedure Determination Online for Product Proposal.........................60
3.15.3 Assigning Document Procedure to Sales Document Type.......................................61
3.16 Defining Item Category Groups................................................................................62
3.17 Determining Active Receivables per Item Category.................................................62
3.18 Changing controllable error messages shipping processing....................................63
4 SD PROCESS CONFIGURATION I.........................................................................63
4.1 Sales Order Processing I.........................................................................................63
4.1.1 Defining Number Ranges for Sales Documents.......................................................63
4.1.2 Defining Sales Document Types..............................................................................64
4.1.3 Sales Organizations - Assigning Order Type...........................................................66
4.1.4 Divisions by Sales Org - Assign Order Type............................................................66
4.1.5 Distribution by Sales Org - Assign Order Type........................................................67
4.1.6 Assigning Sales Area to Sales Document Types.....................................................68
4.1.7 Assigning Sales Area to Credit Control Area...........................................................69
4.1.8 Defining Commodity Codes / Import Code Numbers By Country.............................70
4.1.9 Defining Customs Offices.........................................................................................70
4.1.10 Defining Modes of Transport....................................................................................71
4.1.11 Defining Business Transaction Types and Default Value.........................................71
4.1.12 Proposal for Business Transaction Type in Export..................................................72
4.1.13 Defining Relevant Item Categories..........................................................................73
4.1.14 Defining Incompleteness Procedures.......................................................................73
4.1.15 Assigning Incompleteness Procedures....................................................................74
4.1.16 Foreign Trade Data in MM and SD Documents.......................................................74
4.1.17 Defining and Assigning Text Determination Procedures..........................................75
4.1.18 Assigning Material Determination Procedures to Sales Document Types...............76
4.2 Down Payment Configuration..................................................................................76
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4.2.1 Defining Billing Plan Types......................................................................................76
4.2.2 Date category...........................................................................................................77
4.2.3 Defining and Assigning Item Category YBAO..........................................................78
Use 78
Procedure.............................................................................................................................. 78
4.3 Defining Item Categories for Deliveries....................................................................79
4.4 Assigning Item Categories.......................................................................................80
4.5 Copying Control: Sales Document to Billing Document...........................................81
4.6 Specifying Copy Controls for Deliveries...................................................................82
4.7 Determination of requirement types using transaction.............................................83
4.8 Defining Delivery Item Category......................................................................................83
4.8 SIS Configuration.....................................................................................................85
4.8.1 SIS Header Configuration........................................................................................85
4.8.2 SIS Item Configuration.............................................................................................85
4.8.3 Activating SIS Info Structures..................................................................................86
4.9 LE Output Control....................................................................................................87
4.9.1 Maintaining output determination procedures for outbound deliveries.....................87
4.9.2 Maintaining Output Determination Procedure for Shipping Units - Control..............88
5 SD Process Configuration II.....................................................................................89
5.1 Sales Document Processing II................................................................................89
5.1.1 Maintaining Copy Control for Sales Documents (QT)..............................................89
5.1.2 Assigning Item Categories.......................................................................................90
5.1.3 Defining Item Categories..........................................................................................91
5.1.4 Setting up Partner Determination Procedure Assignment for Item categories.........92
5.1.5 Maintaining Item Category Assign Text Determination Procedure...........................93
5.1.6 Assigning Incompleteness Procedures....................................................................94
5.1.7 Maintaining Copying Control Delivery Document to Billing Document.....................94
6 Creating Master Data...............................................................................................95
6.1 Creating Output Tax Record (MWST)......................................................................95
7 Appendix.................................................................................................................. 96
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Sales and Distribution
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation process using the SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick Guide.
2 Preparation
2.1 PrerequisitesBefore you start installing this scenario, you must install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline Package .
3 SD Core Configuration and Logistics Execution
3.1 Order Scheduling
3.1.1 Defining Floats (Scheduling Margin Key)
Use The purpose of this step is to define the scheduling margin key.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Production Shop Floor Control Operations Scheduling Define Scheduling Margin Key
Menú IMG Producción Control de Planta Operaciones Programación Definir Clave de Horizonte
Transaction Code SPRO
2. On the Change View “Margins for scheduling”: Overview screen, choose New Entries.
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3. Make the following entries:
Plant Key Name 1 Opening Period
Float After Production
Float Before Production
Release Period
1000 000 000 000 000 000
1000 001 010 001 002 005
1100 000 000 000 000 000
1100 001 010 001 002 005
4. Choose Save.
3.2 SD Business Partner Configuration
3.2.1 Customer Control
3.2.1.1 Setting Up Partner Determination: Account Groups - Function Assignment
UseIn this activity, you define the rules that should be used to perform automatic partner determination.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Partner Determination Set up Partner Determination
Menú IMG Comercial Funciones Básicas Determinación de Interlocutor Parametrizar determinación de Interlocutor
Transaction Code SM34 (customizing object VC_TPAR_KU)
2. In the Choose Activity dialog box, double-click Set Up Partner Determination for Customer Master.
3. On the Change View “Partner Determination Procedures”: Overview screen, double-click Account Groups – Function Assignment.
4. Choose New Entries.
5. In the Account Groups – Function Assignment table, enter the following data:
Partn.Funct Account Grp
1B YB01
1C YB01
1D YB01
1D 0003
AA YB01
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Partn.Funct Account Grp
SP YB01
AW YB01
BP YB01
BP 0003
PY YB01
PY 0003
SB YB01
SO YB01
SH YB01
SP YBEC
BP YBEC
PY YBEC
SH YBEC
SP YBAC
BP YBAC
PY YBAC
SH YBAC
SP YBPC
BP YBPC
PY YBPC
SH YBPC
1B YB03
1C YB03
1D YB03
AA YB03
SP YB03
AW YB03
BP YB03
PY YB03
SB YB03
SO YB03
SH YB03
SP YBOC
BP YBOC
PY YBOC
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Partn.Funct Account Grp
SH YBOC
6. Choose Save; then choose Back.
3.2.1.2 Defining Customer Account Group for DUMMY Customer
UseThis activity defines the customer account group for the DUMMY customer.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics General Business Partner Customers Control Define Account Groups and Field Selection for Customers
Menú IMG Logistica en General Interlocutor Comercial Control Definir Grupos de Cuentas y Selección de Campos de Clientes
Transaction Code OVT0
2. On the Change View “Customer Account Groups”: Overview screen, choose New Entries.
3. On the New Entries: Details of Added Entries screen, make the following entries:
Field Name User Action and Values
Account Group YBPC Dummy customer
Number range XX
CentrTextDetPrc 01
TextDetProc SD 01
Cust.pric.proc. 1
Partner DetermProced AG
Default SP Checked
4. Double-click the General Data text, and expand the Field Status Group.
5. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows:
Field Name Values
Group Address
Suppress Search term B, Street 5, Buildings, Company postal code, Comments, Regional structure grouping, Sex, Date of birth, Marital status, Academic title, Name prefix, 2. academic title, 2nd prefix, Name at Birth, Nickname, Name affix, Initials, Country for format, Format name, Alternative place of residence, P.O. box without number, PO box country, PO Box Region, Name Formatting, Undeliverable Street, Undeliverable Postbox
Req. Entry Name 1/Last name, Search Term A, Postal code, city,
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Field Name Values
Opt. Entry Mark the rest optional
Display N/A
Group Communication
Suppress Mobile Telephone
Req. Entry N/A
Opt. Entry Mark the rest optional
Display N/A
Group Control
Suppress Reference account group (OTA), Business Place, Tax Type, CFOP Category, Tax number 3, Tax number 4, Brazilian taxes: ICMS, IPI, S.T., Tax categories
Req. Entry N/A
Opt. Entry Mark the rest optional
Display N/A
Group Marketing
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
Group Payment Transactions
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
Group Unloading points
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
Group Contact person
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
Group Foreign Trade
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Field Name Values
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
6. Choose Save and then choose Back.
7. Select the Company code data text and then expand Field Status Group.
8. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows:
Field Name Values
Group Account Management
Suppress Personnel number, Gross income tax, Value adjustment key
Req. Entry N/A
Opt. Entry Mark the rest optional
Display N/A
Group Payment transactions
Suppress Credit memo terms of payment, Diff. Payer in document, Accts recble pledging ind.
Req. Entry N/A
Opt. Entry Mark the rest optional
Display N/A
Group Correspondence
Suppress N/A
Req. Entry N/A
Opt. Entry Mark the rest optional
Display N/A
Group Insurance
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
Group W/holding tax data, w/h tax 2
Suppress Withholding tax code (2), Withholding tax number, Withholding tax types
Req. Entry N/A
Opt. Entry W/hold.tax deduction, w/h tax 2
Display N/A
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9. Choose Save and then choose Back.
10. Select the Sales data text and then expand Field Status Group.
11. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows:
Field Name Values
Group Sales
Suppress N/A
Req. Entry Pricing procedure, Currency
Opt. Entry Mark the rest optional
Display N/A
Group Shipping
Suppress Rail specifications
Req. Entry N/A
Opt. Entry Mark the rest optional
Display N/A
Group Billing
Suppress Hedging and credit contr. Area
Req. Entry Taxes and licenses
Opt. Entry Mark the rest optional
Display N/A
Group Partner usage
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
Group Documents
Suppress N/A
Req. Entry N/A
Opt. Entry Mark all optional
Display N/A
12. Choose Save and then choose Back.
3.2.1.3 Partner Determination Procedure Assignment
Use
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This activity will assign the account groups to the partner determination procedure.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Set Partner Determination for Hierarchy Categories
Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Jerarquía de Clientes Parametrizar Determinación de Interlocutor p.tp.Jerarquía
Transaction Code SM34 (customizing object VC_TPAR_KU)
2. Choose Set Up Partner Determination for Customer Master.
3. On the Partner Determination Procedures: Overview screen and choose Partner Determination Procedure Assignment: Overview.
4. On the Partner Determination Procedure Assignment: Overview screen make the following assignments:
Group Description Partner Determination Procedure
Name
YB01 Sold-to party AG Sold-To Party
YB02 Customer (ext.number assgnmnt)
AG Sold-To Party
YB03 Sold-to party Demo (int.Numb.)
AG Sold-To Party
YBAC Affiliated Companies - BP
AG Sold-To Party
YBEC Export Customers - BP
AG Sold-To Party
YBOC One-time cust.(ext.no.assgnmt)
AG Sold-To Party
YBPC Dummy customer AG Sold-To Party
YBVC Vendor_AT WE Ship-to party
5. Choose Save and then choose Back.
3.2.2 Customer Master Data
3.2.2.1 Defining Legal Statuses
UseThis activity will define the possible business forms which a customer can have (for example, corporation or limited liability company). You specify the business form in the general data of the
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customer master record as part of the marketing information (which specifies a business form for all sales areas).
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Business Partners Customers Marketing Define Legal Statuses
Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Marketing Definir Status Jurídico
Transaction Code OVR6
2. On the Change View “Legal Status (Customer Master):” Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following data:
Legal Status Description
06 Ltd
07 Inc
10 Corp
4. Choose Save and then choose Back.
3.2.2.2 Defining Customer Groups
Use
In this menu option, you define the customer groups to which a customer can belong. You specify the customer group for sales data in the customer master record for each sales area. The SAP system copies this specification automatically into the sales documents at header and item level. Here, you will find the customer group on the detail screen for general business data.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Business Partners Customers Sales Define Customer Groups
Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Ventas Definir Grupos de Clientes
Transaction Code OVS9
2. On the Change View “Customer groups”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following data:
Cgrp Name
01 Industry
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02 Retail
03 Wholly-owned subsid.
04 Partly owned subsid.
05 Competition
06 Public sector
07 Private customer
08 Wholesale
4. Choose Save and then choose Back.
3.2.2.3 Defining Sales Districts
UseIn this menu option, you define the sales districts in which the customers' subsidiaries can be located. You specify the sales districts for the sales data in the customer master record for each sales area.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Business Partners Customers Sales Define Sales Districts
Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Ventas Definir Zonas de Ventas
Transaction Code OVR0
2. On the Change View “Customers: Sales Districts”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following data:
Sales district District name
MX0001 Northern Zone
MX0002 Southern Zone
MX0003 Western Zone
MX0004 Eastern Zone
MX0005 Middle Zone
4. Choose Save and then choose Back.
3.2.3 Customer Hierarchies
3.2.3.1 Assigning Sales Areas to Customer Hierarchy Types
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This activity will assign sales areas to each other, which allows you to determine whether a sales area uses its own customer hierarchies or shares one with another sales area.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Assign Sales Areas
Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Jerarquía de Clientes Asignar Áreas de Ventas
Transaction Code OVH3
2. On the Change View “Customer Hierarchy: Allowed Sales Area Assignments”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, make the following entries.
CustType Sales Org. Distr.Chl Division HgLvSlsOrg HLDstrCh HgLvDivis.
A 1000 10 10 1000 10 10
4. Choose Save and then choose Back.
3.2.3.2 Allowed Account Group Assignments for Customer Hierarchies
UseThis activity will assign the possible higher-level account groups to the account groups permitted for each customer hierarchy type. Therefore, both the valid account groups for each hierarchy type are defined and the higher-level account groups of the valid account groups. This will prevent the system assigning a ship-to party above a sold-to party.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Assign Account Groups
Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Jerarquía de Clientes Asignar Grupos de Cuentas
Transaction Code OVH2
2. On the Change view “Allowed Acct. Grp Assign. For Cust. Hier.”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following data:
CustHType Acct Group Hg Lv Acct Gr
A YB01 YB01
A YB01 0003
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CustHType Acct Group Hg Lv Acct Gr
A YB01 YB02
A 0012 0012
A 0012 0003
A 0003 0003
A YB02 YB01
A YB02 0012
A YB02 0003
A YB02 YB02
A YB01 0012
A 0003 0012
4. Choose Save and then choose Back.
3.3 Logistics Execution
3.3.1 LE: Shipment Cost
3.3.1.1 Defining and Assigning Shipping Type Procedure Group
UseThis activity defines the pricing procedure. You also assign transactions to the pricing procedure transactions by defining the following dependencies for:
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Transportation Shipment Costs Pricing Pricing Control Define and Assign Pricing Procedures
Menú IMG Logistics Execution Transporte Gastos de Transporte Determinación de Precio Control de la Determinación de Precios Definir y Asignar Esquemas de Calculo
Transaction Code T_72
2. Double-click Define and assign shipping type procedure group.
3. Choose New Entries, and enter the following data:
ShpTyp Grp Description
0001 Truck
0002 Mail
0003 Rail
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0004 Maritime
0005 Air
4. Choose Save and then choose Back.
3.3.1.2 Assigning Purchasing Data
UseFor settlement, you must assign the organizational units in the shipment to the relevant organizational units in purchasing. These settings are necessary for creating accruals. The accruals are posted using service entry sheets. The purchasing organizational units are needed for service procurement.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Transportation Shipment Costs Settlement Assign Purchasing Data
Menú IMG Logistics Execution Transporte Gastos de Transporte Liquidación Asignar Datos de Compras
Transaction Code SM30 (Customizing Object V_TVFP)
2. Choose New Entries, then maintain the following data:
TPPt SCTy POrg PGr Plnt
1000 0001 1000 100 1000
3. Choose Save and then choose Back.
3.3.2 LE: Routes
3.3.2.1 Defining Shipping Types
UseIn this activity, you define the shipping types in combination with the mode of transport.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Routes Define Routes Define Shipping Types
Menú IMG Comercial Funciones Básicas Rutas Definición de la Ruta Definir Clases de Expedición
Transaction Code SM30 (Customizing Object V_T173_COM)
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2. Choose New Entries, then maintain the following data:
PT Description MdTr StPG
01 Truck 01 0001
02 Mail 06 0002
03 Rail 02 0003
04 Sea 03 0004
05 Airplane 05 0005
3. Choose Save and then choose Back.
3.3.3 Assigning Transportation Zone to Shipping Point
UseIn this step you assign the Transportation Zone to the Shipping Point.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistic Execution → Shipping → Basic Shipping Functions → Routes → Route Determination → Maintain Country and Transportation Zone For Shipping Point
Menú IMG Logistics Execution → Expedición → Bases → Rutas → Determinación de la Ruta → Actualizar país y zona de transporte para puesto de expedición
Transaction Code SPRO
2. Make the following entries:
ShPt Ctry Zone
1000 MX 0000000001
100R MX 0000000001
1100 MX 0000000001
110R MX 0000000001
3. Save your entries.
3.3.4 LE: Packaging
3.3.4.1 Defining Packaging Material Types
Use
The packaging material type combines packaging materials into groups and contains essential control features which apply to the corresponding shipping materials. When you specify a shipping material type in the material master record, each shipping material is assigned to a shipping material type.
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ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics General Handling Unit Management Basics Define Packaging Material Types
Menú IMG Logistica en General Gestion de Unidades de Manipulación Bases Definir Clases de Material de Empaque
Transaction Code VHAR
2. Choose New Entries, then maintain the following data:
Packag. mat type
Output Det Proc
Output condition
Output Type
Sort Plant determin.
Pack. matl cat.
Number assgnmt
Int. interval
External Interval
YB09 Barrel
000001 V6 MALB 0000 A C B 01
YB10 Reefer box
000001 V6 MALB 0000 A C B 01 02
YB11 Reefer container
000001 V6 MALB 0000 A C B 01 02
YB12 Chep-Pallets 1/2
000001 V6 MALB 0000 B D B 01 02
YB13 Tank lorry
V6 0000 B A B 01 02
YB14 Chep-Pallets 1/4
000001 V6 MALB 0000 B D B 01 02
YB15 Bottle
000001 V6 MALB 0000 B C B 01
0001 Pallets
000001 V6 MALB 0000 B D B 01 02
0002 Container
000001 V6 MALB 0000 A C B 01 02
0003 Ship
0000 A A B 01 02
YB04 Truck
V6 MALB 0000 A A B 01 02
YB05 Cardboard box
000001 V6 MALB 0000 B C B 01 02
YB06 Case
000001 V6 MALB 0000 B C B 01 02
YB07 Box 000001 V6 MALB 0000 B C B 01 02
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Packag. mat type
Output Det Proc
Output condition
Output Type
Sort Plant determin.
Pack. matl cat.
Number assgnmt
Int. interval
External Interval
YB08 Waggon
V6 0000 A B B 01 02
3. Choose Save and then choose Back.
3.3.4.2 Defining Material Group for Packaging Materials
UseIn this menu option, you define material groupings packaging materials, with which materials that are to be packed into similar packaging materials are grouped together. The material grouping for packaging materials is entered in the material master record of the shipping material.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics – General Handling Unit Management Basics Define Material Group for Packaging Materials
Menú IMG Logística en General Gestión de Unidades de Manipulación Bases Definir Grupo de Materiales para Materiales de Embalaje
Transaction Code SM30 (Customizing Object V_TVEGR)
2. Choose New Entries, then maintain the following data:
GrPMt Description
YB01 Pallets
YB02 Container
YB03 Case
YB04 Card Box
YB05 Bulk goods
YB06 Single parts
YB07 Small packed part
YB08 Loose liquid prod
YB09 Reefer cargo
YB10 Truck
YB12 Chep-Pallets 1/2
YB14 Chep-Pallets 1/4
3. Choose Save and then choose Back.
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3.3.4.3 Defining Allowed Packaging Materials
UseWhen you pack materials or handling units, the system checks if the packaging materials for the handling unit (to which the items are to be packed) are allowed for packing. By assigning packaging material types to the material groups for packaging materials, you define which packaging materials are allowed for packing. By assigning shipping material types to material groups for shipping materials, you define which shipping materials are allowed for packing.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics - General Handling Unit Management Basics Define Allowed Packaging Materials
Menú IMG Logística en General Gestión de Unidades de Manipulación Bases Especificar Material de Embalaje Permitido
Transaction Code SM30 (Customizing Object V_TERVH)
2. Choose New Entries and maintain the following data:
Mat Grp PM PkgMtlType
YB01 0001
YB01 YB04
YB01 YB08
YB02 0002
YB02 0003
YB02 YB04
YB02 YB08
YB03 0001
YB03 0002
YB03 YB04
YB03 YB06
YB03 YB08
YB04 0001
YB04 0002
YB04 YB04
YB04 YB05
YB04 YB08
YB05 0003
YB05 YB04
YB05 YB08
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Mat Grp PM PkgMtlType
YB06 0002
YB06 YB06
YB06 YB07
YB07 YB05
YB07 YB06
YB07 YB07
YB08 YB09
YB08 YB09
YB08 YB15
YB09 YB10
YB09 YB11
YB10 YB04
YB12 YB04
YB12 YB08
YB12 YB12
YB14 YB04
YB14 YB08
YB14 YB14
3. Choose Save and then choose Back.
3.3.5 LE: Defining Shipping Points
3.3.5.1 Assigning Shipping Points
UseIn this menu option, you allocate the shipping points to the desired combinations of shipping condition and loading group for each plant.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points
Menú IMG Logistics Execution Expedición Bases Determinación de puestos de Expedición/Recepción Mercancías Asignar Puestos de Expedición
Transaction Code SM30 (Customizing Object V_TVSTZ)
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2. Choose New Entries, then maintain the following data:
SC LGrp Plnt PrShP
01 0002 1000 1000
02 0002 1000 1000
03 0002 1000 1000
04 0002 1000 1000
RE 0002 1100 1100
01 0003 1000 1000
02 0003 1000 1000
03 0003 1000 1000
04 0003 1000 1000
RE 0003 1000 1000
01 0004 1000 1000
02 0004 1000 1000
03 0004 1000 1000
04 0004 1000 1000
RE 0004 1000 1000
01 0002 1100 1100
02 0002 1100 1100
03 0002 1100 1100
04 0002 1100 1100
RE 0002 1100 1100
RE 0002 110R 1100
01 0003 1100 1100
02 0003 1100 1100
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SC LGrp Plnt PrShP
03 0003 1100 1100
04 0003 1100 1100
RE 0003 1100 1100
01 0004 1100 1100
02 0004 1100 1100
03 0004 1000 1000
04 0004 1000 1000
RE 0004 1000 1000
RE 0002 1000 1000
01 0001 1000 1000
02 0001 1000 1000
03 0001 1000 1000
04 0001 1000 1000
RE 0001 1000 1000
RE 0001 100R 1000
3. Choose Save and then choose Back.
3.3.6 LE: Deliveries
3.3.6.1 Defining Delivery Types
UseIn this menu option you define your delivery types which represent the different business transactions in shipping.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
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IMG Menu Logistics Execution Shipping Deliveries Define Delivery Types
Menú IMG Logistics Execution Expedición Entregas Definir Clases de Entrega
Transaction Code 0VLK
2. Choose New Entries, then maintain the following data:
Field Name Description User action and values Notes
Delivery type LF Delivery
Document cat. J Delivery
NR int. assgt 17
No.range.ext 18
ItemNoIncrement 10
Order required Sales order required
Defautl ord. Ty. DL Order Type Sched
ItemRequirement 202 Order w.indep.item
Stor.loc.rule MALA
OutputDetProc V10000
New route deter. with or without
B
TextDetermProc 02
Incompletion Proc. for sales doc.
K1
Output Type LD00
Application V2
Route determin. B New route determination with check
PartnDetProc LF
Distrbtn Mode 2 Distribution at Delivery
Screen seq.grp LF
Display range UALL All items
Field Name Description User action and values Notes
Delivery type NL IntPlant Stock Dely
Document cat. J Delivery
NR int. assgt 17
No.range.ext 18
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ItemNoIncrement 10
Order required B Purchase order required
Defautl ord. Ty. DL Order Type Sched
ItemRequirement 202 Order w.indep.item
Stor.loc.rule MALA
OutputDetProc V10000
TextDetermProc 02
Output Type LD00
Incompletion Proc. for sales doc.
K1
Application V2
Route determin. No new route determination
PartnDetProc LF
Distrbtn Mode Distribution control by warehouse number
Screen seq.grp LF
Display range UALL All items
3. Choose Save and then choose Back.
3.3.6.2 Assignment of List Profile to Delivery Scenario
UseThis activity will assign a List Profile to a Delivery Creation profile.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Worklists Assignment of List Profile to Delivery Scenario
Menú IMG Logistics Execution Expedición Pools de Trabajo Asignacion de Perfiles de la lista a Escenarios de Entrega
Transaction Code SM30 (Customizing Object V_T186V)
2. Choose New Entries.
3. Make the following entries:
Scenario Description Profile name
Selection screen Dlv creation profile
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500A Schedule background processing
5001 5 - Schedule batch jobs without tab
0101
4. Choose Save.
3.4 Pricing
3.4.1 Defining Condition Tables
3.4.1.1 Defining Condition Tables: Structures
UseIn this IMG activity, you define price dependencies. You can make prices, surcharges, and discounts dependent on almost all the fields in a document. You define these dependencies using the condition tables. In a condition table, you define the combination of fields for which you can create condition records.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Tables
Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir Tablas de Condiciones
Transaction Code SM30 (Customizing object VV_T681F_VA)
2. If table 830 does not exist on the Choose Activity dialog box, double-click Create condition tables, and go to the next step. If table 830 does exist, double-click Change condition tables.
3. In the Table field, enter 830, and choose Enter.
4. In the Field Catlg column, locate Sales Organization and double-click it. The field is copied to the Selected fields column.
5. Choose Generate.
6. Choose Save. Do not perform any other steps in this task.
3.5 Defining Access Sequences
3.5.1 Define Access Sequences
Use
This activity defines access sequences. The access sequence is a search strategy which the SAP System uses to search for condition records valid for a condition type. For example, you can define for a price that the SAP System first searches for a customer-specific price and then for a price list price.
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ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define Access Sequences
Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir secuencias de acceso
Transaction Code SM34 (with Customizing object VVC_T682_VA)
2. Double-click Maintain Access Sequences. Accept the warning dialog box.
3. Choose New Entries.
4. Enter the following data:
Field Name Description User action and values Notes
AcSq YB20
Description Sales Organization
5. Choose Save and then choose Back.
3.5.2 Define Condition Types
UseThis activity will define condition types. Price elements are represented in the SAP system by condition types. Price elements can be, for example, prices, surcharges, discounts, taxes or, freight, and are stored in the system in condition records. You can, for example, define whether a discount is calculated as a percentage or a fixed amount using the condition type. You specify an access sequence in every condition type. Thus, you define which fields the SAP system checks when searching for a valid condition record.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Types
Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir Clases de Condición.
Transaction Code SM30 (Customizing Object VV_T685A_VA)
2. On the Choose Activity dialog box, double-click Maintain Condition Types.
3. On the Change View “Conditions: Condition Types”: Overview screen, choose New Entries.
4. Enter the following data:
Field Name Description User action and values Notes
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Condit.Type YB30 100% discount
Access Seq YB20
Cond.class A
Calculat.type A
Plus/Minus X
Manual entries D
Item condition Checked
Amount/percent Checked
Delete Checked
Delete fr. DB Do not delete (Set the deletion flag only)
Scale Basis B
5. Choose Save and then choose Back.
3.5.3 Copying Rules for Condition Types
UseThis activity will define rules for copying condition records. The copy function allows you to copy the data in an existing condition record to a large number of new condition records to reduce the time required for maintenance. The existing condition record contains a condition type and a condition table which are referred to as the source condition type and source condition table in the copying rule. In the copying rules, you make the possible assignments of source condition tables and source condition types to target condition tables and target condition types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Pricing Copy Control for Conditions
Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Control de Copia para Condiciones
Transaction Code VB(C
2. On the Choose Activity dialog box, double-click Copying Rule for Condition Types.
3. Choose New Entries.
4. Enter the following data:
Field Name Description User action and values Notes
SCoT UTXJ
No 01
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Field Name Description User action and values Notes
TaCoT UTXJ
5. Choose Save and then choose Back.
3.5.4 Defining and Assigning Pricing Procedure
UseIn this activity, you define the pricing procedure used.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures
Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir y Asignar Esquemas de Calculo
Transaction Code SPRO
2. In the Choose Activity dialog box, choose Maintain Pricing Procedures.
3. On the Change View “Procedures”: Overview screen, select the entry for procedure RVAA01 and choose Copy As…
4. Overwrite the procedure name with YBAA01 and choose Enter.
5. In the dialog box, choose copy all.
6. Choose Save and then choose Back.
After you have created the procedure YBAA01 make the following changes in this procedure:
7. Select YBAA01 and choose “Control data”
8. For condition type PI02 (Inter-company %) set “X” (Printing at item level (previous procedure)) in the column Print.
9. Choose Save and then choose Back.
3.5.5 Defining Pricing Procedure Determination
UseIn this activity, you define how the pricing procedure is determined.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures
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Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir y Asignar Esquemas de Calculo
Transaction Code OVKK
2. In the Choose Activity dialog box, choose Define Pricing Procedure Determination.
3. On the Change View “Pricing Procedures: Determination in Sales Docs.”: Overview screen, make the following entries:
Sales Org.
DChl Division DoPr CuPP PriPr. CTyp
1000 10 10 A 1 YBA001 PR00
1000 10 10 C 1 YBA001 PR00
1100 10 10 A 1 YBA001 PR00
4. Choose Save and then choose Back.
3.5.6 Defining Document Pricing Procedure
UseIn this activity, you define the document pricing procedure Z (credit memo).
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures
Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir y Asignar Esquemas de Calculo
Transaction Code SPRO
2. In the Choose Activity dialog box, choose Define Document Pricing Procedure.
3. On the Change View “Pricing Procedures: Transaction.”: Overview screen, choose New Entries and make the following entries:
Document Pricing Procedure Description
Y Credit memo
4. Choose Save and then choose Back.
3.6 Account Determination
3.6.1 Materials: Account Assignment Group
Use
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This activity defines account determination dependencies for materials.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Check Master Data Relevant for Account Assignment
Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Verificar Datos Maestros Relevantes para la Imputación
Transaction Code SM30 (Customizing Object V_TVKM)
2. Double-click Materials: Account Assignment Groups.
3. Choose New Entries, then maintain the following data:
Account Assignment Group Description
03 Finished Products
Y1 Service Provider
Y2 Returnable Goods
4. Choose Save and then choose Back.
3.6.2 Customers: Account Assignment Group
UseThis activity defines account determination dependencies for customers.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Check Master Data Relevant for Account Assignment
Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Verificar Datos Maestros Relevantes para la Imputación
Transaction Code OVK8
2. Double-click Customers: Account Assignment Groups.
3. Choose New Entries, then maintain the following data:
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Account Assignment Group Description
04 Dom.Rev. without CO
4. Choose Save and then choose Back.
3.6.3 Defining Account Determination Procedure
UseThis activity will define your account determination procedures and allocate them to the billing types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Define and Assign Account Determination Procedure
Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Definir y Asignar Esquemas para la Determinación de Cuentas
Transaction Code SM34 (Customizing Object VVC_T683_XX_VC)
2. Double-click Define Account Determination Procedure.
3. Select the row KOFI00 Account Determination and then double-click Control Data.
4. Choose New Entries, then maintain the following data:
Step Cntr CTyp Condition determined manually
Requiremt
010 01 KOFI X 000
010 02 KOFK 002
5. Choose Save and then choose Back.
3.6.4 Default Values for Account Group for Customer Creation
UseThis activity will assign default values for account group for a returns customer creation.
Procedure
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Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management Purchasing Vendor Master Default values for account group for customer creation
Menú IMG Gestión de Materiales Compras Maestro de Proveedores Valores Propuestos p. Grupos Cuentas p. Activos fijos Deudores
Transaction Code SM30 (Customizing Object V_T077K_W)
2. Choose New Entries.
3. Make the following entries:
Account Group Default for Cust.Acct.Group
KRED 0003
4. Choose Save.
3.6.5 Defining Account Keys
UseYou define your account keys in this menu option and allocate them to the condition types in the pricing procedures.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Define and Assign Account Keys
Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Definir y Asignar Clave de Cuenta
Transaction Code SM30 (Customizing Object VV_T687_V1)
2. Double-click Define Account Key.
3. Choose New Entries, then maintain the following data:
Account Key Name
YB1 ERS material rel.
YB2 ERS customer rel.
YB3 provision f. freight
YBS Customer discounts
4. Choose Save and then choose Back.
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3.7 Assigning G/L Accounts
UseThis activity will allocate G/L accounts for revenue account determination. You have to make the allocation for every access sequence you have defined beforehand.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Assign G/L Accounts
Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Asignar Cuentas de Mayor
Transaction Code VKOA
2. On the Assign G/L Accounts screen, double-click Table 1: Cust Grp/MaterialGrp/AcctKey
3. On the Change View “Cust Grp/MaterialGrp/AcctKey”: Overview screen, choose New Entries.
4. Maintain the following data:
App CndTy. ChAc SOrg. AAG AAG ActKy G/L acct Provision acc.
V KOFI 0010 100001 01 ERL 0000410000
V KOFI 0010 100001 01 ERS 0000440020
V KOFI 0010 100001 02 ERL 0000410010
V KOFI 0010 100001 02 ERS 0000440020
V KOFI 0010 100001 03 ERL 0000410000
V KOFI 0010 100002 01 ERL 0000410005
V KOFI 0010 100002 01 ERS 0000440020
V KOFI 0010 100002 02 ERL 0000410005
V KOFI 0010 100002 02 ERS 0000440020
V KOFI 0010 100002 03 ERL 0000410005
V KOFI 0010 100003 01 ERL 0000410020
V KOFI 0010 100003 02 ERL 0000410020
V KOFI 0010 100003 03 ERL 0000410020
V KOFI 0010 100001 Y2 ERL 0000410000
V KOFI 0010 110001 01 ERL 0000410000
V KOFI 0010 110001 01 ERS 0000440020
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App CndTy. ChAc SOrg. AAG AAG ActKy G/L acct Provision acc.
V KOFI 0010 110001 02 ERL 0000410010
V KOFI 0010 110001 02 ERS 0000440020
V KOFI 0010 110001 03 ERL 0000410000
V KOFI 0010 110002 01 ERL 0000410005
V KOFI 0010 110002 01 ERS 0000440020
V KOFI 0010 110002 02 ERL 0000410005
V KOFI 0010 110002 02 ERS 0000440020
V KOFI 0010 110002 03 ERL 0000410005
V KOFI 0010 110003 01 ERL 0000410020
V KOFI 0010 110003 02 ERL 0000410020
V KOFI 0010 110003 03 ERL 0000410020
V KOFI 0010 110001 Y2 ERL 0000410000
5. Choose Save, then choose Back.
6. Repeat steps 2 to 5 for Table 2: Cust.Grp/Account Key with the following data:
App CndTy. ChAc SOrg. AAG ActKy G/L acct Provision acc.
V KOFI 0010 100001 ERL 0000410000
V KOFI 0010 100001 ERS 00004400200000440010
V KOFI 0010 100002 ERL 0000410005
V KOFI 0010 100002 ERS 00004400200000440010
V KOFI 0010 100003 ERL 0000410000
V KOFI 0010 100003 ERS 00004400200000440010
V KOFI 0010 110001 ERL 0000410000
V KOFI 0010 110001 ERS 00004400200000440010
V KOFI 0010 110002 ERL 0000410005
V KOFI 0010 110002 ERS 00004400200000440010
V KOFI 0010 110003 ERL 0000410000
V KOFI 0010 110003 ERS 00004400200000440010
7. Repeat steps 2 to 5 for Table 3 with the following data:
App CndTy. ChAc SOrg. AAG ActKy G/L acct Provision acc.
V KOFI 0010 100001 ERL 0000410000
V KOFI 0010 100001 YB1 0000440010
V KOFI 0010 100002 ERL 0000410010
V KOFI 0010 100003 YB1 0000440010
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App CndTy. ChAc SOrg. AAG ActKy G/L acct Provision acc.
V KOFI 0010 110001 ERL 0000410000
V KOFI 0010 110001 YB1 0000440010
V KOFI 0010 110002 ERL 0000410010
V KOFI 0010 110003 YB1 0000440010
8. Repeat steps 2 to 5 for Table 4: General with the following data:
App CndTy. ChAc SOrg. G/L acct Provision acc.
V KOFI 0010 1000 410000
V KOFI 0010 1100 410000
9. Repeat steps 2 to 5 for Table 5: Acct Key with the following data:
App CndTy. ChAc SOrg. ActKy G/L acct Provision acc.
V KOFI 0010 1000ERB 0000217700
V KOFI 0010 1000ERF 0000654000
V KOFI 0010 1000ERL 0000410000
V KOFI 0010 1000ERS 0000440020
V KOFI 0010 1000ERU 0000700050
V KOFI 0010 1000EVV 0000410000
V KOFI 0010 1000MWS 0000216130
V KOFI 0010 1100ERB 0000217700
V KOFI 0010 1100ERF 0000654000
V KOFI 0010 1100ERL 0000410000
V KOFI 0010 1100ERS 0000440020
V KOFI 0010 1100ERU 0000700050
V KOFI 0010 1100EVV 0000410000
V KOFI 0010 1100MWS 0000216130
10. Choose Save and then choose Back.
3.8 Availability Check
3.8.1 Availability Check: Define Checking Groups
UseThis activity will define checking groups with which you specify the type of requirements records that the system will create when processing sales orders or deliveries. Sales order requirements and delivery requirements can be controlled separately.
Procedure
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Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Checking Groups
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Definir Grupos de Control
Transaction Code OVZ2
2. Choose New Entries.
3. Enter the following data:
Av Description TotalSales TotDlvReqs Accum Response
01 Daily requirements B B 3 0
02 Individ. Requirements A A 3 0
Y2 Individ.requirements A A 3 0
4. Choose Save and then choose Back.
3.8.2 Defining Material Block for Other Users
UseIn this IMG activity you define for each checking group and initiator whether the material master record should be blocked for other orders during the availability check. If it is blocked, you cannot create two orders for the same material at the same time.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Material Block for Others Users
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Especificar bloqueo de material para otros usuarios
Transaction Code SM30 (V_TMVFP)
2. Choose New Entries.
3. Enter the following data:
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Av Description Initiator Avail check: Take material reserv
Check availability without replenishment
Avail Checl Purchase order
Check Sales req.
Block
Y2 Individ.requirements A X X X X X
Y2 Individ.requirements B X X X X X
Y2 Individ.requirements C X X X X
4. Choose Save and then choose Back.
3.8.3 Availability Check: Defining Checking Groups Default Value
UseThis activity will define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Checking Groups Default Value
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Especificar Grupo de Control del Valor Propuesto
Transaction Code SM30 (Customizing Object V_TMVFU)
2. Choose New Entries.
3. Enter the following data:
Material Type Plant Availability Check
FERT 1000 Y2
FERT 1100 Y2
HAWA 1000 Y2
HAWA 1100 Y2
LEIH 1000 Y2
LEIH 1100 Y2
VERP 1000 Y2
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Material Type Plant Availability Check
VERP 1100 Y2
4. Choose Save and then choose Back.
3.8.4 Carry Out Control for Availability Check
UseThis activity will define checking rules for the availability check and allocate them to a checking group.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Carry out Control For Availability Check
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Configurar Control de la Verificación de Disponibilidad
Transaction Code OVZ9
2. Choose New Entries.
3. Enter the following data:
Avail CRl check dependent rese
Include safety stock
Stockin Transfer
Incl. quality insp. stock
Check without RLT
Checking period: GR
Inl. purchase ordes
Incl. purch requisitions
Incl. dependent reqs
Incl. reservations
Incl. sales reqs
Y2 01 X 000 X X X X X
Y2 03 X 000 X X X
Y2 A X 000 X X X
Y2 AE 000 X
Y2 AQ 000 X
Y2 AV X 000 X X
Y2 AW X 000 X X
Y2 B X 000 X
Y2 BE X 000 X
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Avail CRl check dependent rese
Include safety stock
Stockin Transfer
Incl. quality insp. stock
Check without RLT
Checking period: GR
Inl. purchase ordes
Incl. purch requisitions
Incl. dependent reqs
Incl. reservations
Incl. sales reqs
Y2 BQ X 000 X
Y2 BV X 000 X X
Y2 BW X 000 X X
Y2 PM X X X X 000 X X X X X
Y2 PP X X X X 000 X X X X X
Y2 PS X X X X 000 X X X X X
Y2 RP X X X X 000 X X X X X
Y2 RS X X X X 000 X X X X
Avail Cri Include deliveries
Incl. ship. notific.
Incl rel order req
Incl. planned ordes
Incl. production orders
Y2 01 X X X X X
Y2 03 X
Y2 A X
Y2 AE X X X
Y2 AQ X X X
Y2 AV X
Y2 AW X
Y2 B X
Y2 BE X
Y2 BQ X X X
Y2 BV X
Y2 BW X
Y2 PM X X X
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Y2 PP X X X
Y2 PS X X X
Y2 RP X X
Y2 RS X X
4. Choose Save and then choose Back.
3.8.5 Availability Check against Product Allocation: Maintaining Procedure
UseThis activity defines the product allocation determination procedure for the availability check against product allocations.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Maintain Procedure
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Actualizar Esquema
Transaction Code OV1Z
2. On the Change View “Product Allocation: Definition of Procedure”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following data:
Field Name Description User action and values Notes
Product Allocation 001
Description Prod. Alloc. Scheme
4. Choose Save and then choose Back.
3.8.6 Availability Check against Product Allocation: Defining Object
Use
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This activity will define the product allocation object. This product allocation object is the object in the product allocation determination procedure. This is because product allocations are stored in the planning hierarchy by object.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Object
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Definir Objeto
Transaction Code SM30 (Customizing Object V_T190O)
2. Choose New Entries.
3. Enter the following data:
Field Name Description User action and values Notes
Object 001
Description SD Prod. Alloc.
4. Choose Save and then choose Back.
3.8.7 Availability Check against Product Allocation: Specifying Hierarchy
UseThis activity assigns an info structure to each of the product allocation determination procedures. You can display the suitable statistical structures.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Specify Hierarchy
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Especificar Jerarquía
Transaction Code OV3Z
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2. On the Change View “SD Product Allocation Planning Structure”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following data:
Field Name Description User action and values Notes
Procedure 001 Prod. Alloc. Scheme
Step
Step Name Prod. Alloc. Steps
Product Allocation 00
Info Struct. S140
Mask $
4. Choose Save and then choose Back.
3.8.8 Availability Check against Product Allocation: Defining Consumption Periods
UseWhen you have defined a product allocation determination procedure, you can also define (past and future) consumption periods for product allocation quantities.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Consumption Periods
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Determinar Intervalos de Facturación
Transaction Code SM30 (Customizing Object V_T190V)
2. Choose New Entries.
3. Enter the following data:
Field Name Description User action and values Notes
Info structure S140
Bwd cons 3
Fwd cons 2
4. Choose Save and then choose Back.
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3.8.9 Availability Check against Product Allocation: Controlling Product Allocation
UseThis activity will assign one or several objects with different validity periods to the product allocation determination procedures. The validity periods cannot overlap.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Control Product Allocation
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. de Disponibilidad en Relación a Contingentes Control de la Contingentación
Transaction Code OV4Z
2. On the Determine Work Area: Entry dialog box, in Product Allocation, enter 001 then choose Continue.
3. Choose New Entries.
4. Enter the following data:
Field Name Description User action and values Notes
Step 0
Info structure S140
Object 001 SD Prod. Alloc
Valid to 12/31/2999
Active Checked
Conversion factor 1.000
5. Choose Save and then choose Back.
3.8.10 Defining Flow According to Requirement Category
UseThis activity will determine whether the system should run an availability check for product allocations or not. You can determine this in each requirements class.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
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IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Flow According to Requirement Category
Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. de Disponibilidad en Relación a Contingentes Determinar Proceso por Tipo de Necesidad
Transaction Code OVZ0
2. On the Change View “Availability and Transfer of Requirements by Req. Type”: Overview screen, maintain the following entries:
ReqCl AvC Rq All.
011 X X X
030 X X X
031 X X X
041 X X X
3. Choose Save and then choose Back.
3.9 Output Control
3.9.1 Maintaining Output Procedure
UseThis activity defines output determination for documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Maintain Output Determination Procedure
Menú IMG Comercial Funciones Básicas Control de Mensajes Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p. Facturas Actualizar Esquema para Mensajes
Transaction Code SM34 (Customizing Object VVC_T683_XX_V3)
2. Choose New Entries.
3. In the Procedure column, enter V10000, and in the Description column, enter Billing Output.
4. Choose Save.
5. Select the row you just created, and double-click Control Data.
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6. Choose New Entries, then maintain the following data:
Step Cntr CTyp Description Requiremt Manual only
010 01 RD00 Invoice 000
7. Choose Save and then choose Back twice.
3.10 Output Control – Sales Documents
3.10.1 Maintaining Output Types: Output Types
UseThe purpose of this activity is to maintain output types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Types
Menú IMG Comercial Funciones Básicas Control de Mensajes Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p. Documentos de Ventas Actualizar Esquema para Mensajes
Transaction Code V/30
2. On the Display View” Output Types”: Overview screen, select Entry and choose Mail Title and Texts.
Language Key Appln
Output Type Document title
ES V1 AF00 Access type for print parameter and proposal
ES V1 AN00 Access for Print Parameter and Proposal
ES V1 BA00 Access Type for Print Parameter and Proposal
3. On the overview screen, double-Click Output types AF00, AN00 and BA00 and enter the following values:
Partial Output 1 from 2 of the table V_T685B:
Usage Application Output type Access
sequence
Name PrntParamtr criteria
B V1 AF00 0003 Inquiry 1
B V1 AN00 0002 Quotation 1
B V1 BA00 0004 Order Confirmation
1
Partial Output 2 from 2 of the table V_T685B:
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Dispatch time1
Access
To
conditions
Storage
Mode
Document
type
Transmission
Medium
Partner Function
1 X 1 1 AG
1 X 1 SDOQUOTAT 1 AG
1 X 1 SDOORDER 1 AG
4. Choose Save.
Result The output types are created.
3.10.2 Maintaining Output Types: Message Types
UseThe purpose of this activity is to create message type.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Types
Menú IMG Comercial Funciones Básicas Control de Mensajes Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p. Documentos de Ventas Actualizar Clases de Mensajes
Transaction Code V/30
2. Select OutputType and choose Partner functions from the Dialog Structure.
3. Maintain the following values:
Application Output Type Transmission Medium
Partner Function
V1 AF00 1 SP
V1 AN00 1 SP
V1 BA00 1 SP
4. Choose Save.
Result The message types are created.
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3.11 Output Control – Shipping
3.11.1 Maintaining Output Types
UseThe purpose of this activity is to maintain output types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Types
Menú IMG Logistics Execution Expedición Bases Control de Mensajes Determinación de Mensaje Actualizar Determinación de Mensajes p.Suministros Actualizar Clases de Mensaje
Transaction Code V/34
2. On the Display View” Output Types”: Overview screen, select Entry and choose Mail Title and Texts.
3. Enter the following values. Output Table V_TNATI:
Language Key
Appln Output Type Document title
EN V2 LD00 Access Type for Print Parameter and Proposal
4. Choose Save.
5. On the Display View” Output Types”: Overview screen, enter the following values. Partial Output 1 from 2 of the table V_T685B:
Usage Application Output type Access
sequence
Name PrntParamtr criteria
B V2 LD00 0012 Delivery Note 5
B V2 YBL1 0012 Bill of Lading 5
Partial Output 2 from 2 of the table V_T685B:
Dispatch time1
Access
To
conditions
Storage
Mode
Document
type
Transmission Medium
Partner Function
3 X 1 SDODELNOTE 1 SH
3 X 1 SDODELNOTE 1 SH
6. Choose Save.
Result The output types are created.
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3.11.2 Maitaining Output Determination Procedures
3.11.3 UseThe purpose of this activity is to assign output determination procedures.
3.11.4 ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Assign Output Determination Procedures
Menú IMG Logistics Execution Expedición Bases Control de Mensajes Determinación de Mensaje Actualizar Determinación de Mensajes p.Suministros Asignar Esquema para Mensajes
Transaction Code SPRO
2. In the Choose Activity dialog box, select Assign deliveries (header) and choose Enter.
3. On the Change View” Delivery Types –Output Determination Procedure”: Overview screen, enter the following values. Output Table V_TVAK_NAC:
Sales Document Type
Appln Output determ.proc. Output Type
LF V2 V10000 YBL1
LR V2 V10000 YBL1
4. Choose Save.
3.11.5 Result The output determination procedures are maintained.
3.11.6 Maintaining Output Types - Partner Function
UseThe purpose of this activity is to create message type.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Types
Menú IMG Logistics Execution Expedición Bases Control de
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Mensajes Determinación de Mensaje Actualizar Determinación de Mensajes p.Suministros Actualizar Clases de Mensaje
Transaction Code V/34
2. On the Change View “Output Types”: Overview screen, choose the OutputType and double-click Partner Functions from the Dialog Structure.
3. Enter the following values. Output Table VN_TNAPN:
Application Output Type Transmission
Medium
Partner Function
V2 YBL1 1 WE
V2 YBL1 2 WE
4. Choose Save.
Result The message types are created.
3.12 Output Control – Billing
3.12.1 Maintaining Output Types
UseThe purpose of this activity is to maintain output types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Billing Intercompany Billing Automatic Posting to Vendor Account (SAP-EDI)
Menú IMG Comercial Facturación Facturación Interna Contabilización Automática con Saldo Acreedor con SAP-EDI.
Transaction Code V/40
2. Choose Activity Maintain output types
3. On the Display View” Output Types”: Overview screen, select Entry and choose Mail Title and Texts.
4. Enter the following values. Output Table V_TNATI:
Language Key
Appln Output Type Document title
EN V3 RD00 Access Type for Print Parameter and Proposal
5. Choose Save.
6. Enter the following values. Partial Output 1 from 2 of the table V_T685B:
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Usage Application Output type Access
sequence
Name PrntParamtr criteria
B V3 RD00 0002 Invoice 1
Partial Output 2 from 2 of the table V_T685B:
Dispatch time1
Access
To
conditions
Storage
Mode
Document
type
Transmission
Medium
Partner Function
1 X 1 SDOINVOICE 1 RE
7. Choose Save.
Result The output types are created.
3.12.2 Assigning Output Determination Procedures
UseThis activity defines output determination procedures for documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Billing Billing Documents Define Billing Types
Menú IMG Comercial Facturación Documentos de Facturación Definir Clases de Factura
Transaction Code VOFA
2. On the Choose Activity screen select Define Billing Types.
3. Choose the relevant billing type and make the following entries:
Billing Type Output determ.proc. Application Output Type SD Doc Cat.
F1 V10000 V3 RD00 M
F2 V10000 V3 RD00 M
FAZ V10000 V3 RD00 M
4. Choose Save and then choose Back.
3.12.3 SD Output Determination - Billing Partner Functions
UseThe purpose of this activity is to create message types.
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ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Assign Output Types to Partner Functions
Menú IMG Comercial Funciones Básicas Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p.Facturas Asignar Mensajes a Funciones de Interlocutor
Transaction Code SM30 (Customizing Object VV_TNAPN_V3)
2. On the Change View: Output Control: Output By Partner Function: Overview screen, choose New Entries and make the following entries:
Application Output Type Transmission Medium
Partner Function
V3 RD00 1 BP
V3 RD00 2 BP
3. Choose Save.
ResultThe message types are created.
3.13 Defining Print Parameters
3.13.1 Defining Print Parameters Sales Organization
UseIn this step, you define the print parameters for sales, shipping, billing, transportation and sales activity output, for example. This is dependent on a predefined key.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Output Control Define Print Parameters
Menú IMG Comercial Funciones Básicas Control de Mensajes Definir Parámetros de Impresión
Transaction Code VP01
2. On the Print Parameters screen, locate expanding Sales (V1) folder and double-click Inquiry (AF00).
3. Choose New Entries and maintain the following data:
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SOrg Output Device Name Suffix 1
Suffix 2 Immediate Application
1000 LP01 (or LOCL or other printer)
LIST1S AF00 ANFRAGE Checked V1
4. Choose Save and then choose Back.
5. Repeat steps 2 to 4 for the following data:
CTyp SOrg. Output Device Name Suffix 1
Suffix 2 Immediate Application
AN00 1000 LP01 (or LOCL or other printer)
LIST1S AN00 ANGEBOT X V1
BA00 1000 LP01 (or LOCL or other printer)
LIST1S BA00 AUFTRAG X V1
KO00 1000 LP01 (or LOCL or other printer)
LIST1S KO00 KONTRAKT X V1
LP00 1000 LP01 (or LOCL or other printer)
LIST1S LP00 LIEFERPLAN X V1
RD03 1000 LP01 (or LOCL or other printer)
LIST1S AF00 ANFRAGE X V1
RD00 1000 LP01 (or LOCL or other printer)
LIST1S LT01 RECHNUNG V3
RDES 1000 LP01 (or LOCL or other printer)
LIST1S LT01 ESR-RECHNUNG
V3
3.13.2 Defining Print Parameters Shipping
UseIn this step, you set the output parameters. The condition types set for the output determination, which the system can find automatically, appear under the category Shipping. Per condition type, you specify - depending on which output location in the condition type is set as a print parameter - one or several locations and determine an output device as well as some parameters for the printout per condition type and position.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Define print parameters shipping
Menú IMG Logistics Execution Expedición Bases Control de Mensajes Definir Parámetros de Impresión para la Expedición
Transaction Code VP01SHP
2. On the Print Parameters screen, locate expanding Shipping (V2) folder and double-click Delivery Note (LD00).
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3. Choose New Entries and maintain the following data:
Ship Point
Output Device Name Suffix 1
Suffix 2
Immediate Application
1000 LP01 (or LOCL or other printer)
LIST1S LD00 LIEFER X V2
4. Choose Save and then choose Back.
3.14 Output Control – Picking SD
3.14.1 Output Determination for Picking List
UseThis activity will define the settings for SD picking without Lean WM.
For further details regarding the output customizing for SD picking (w/o lean WM) refer to OSS note 145136.
ProcedureCarry out the following steps:
1. Access the activity use the following navigation:
IMG Menu n/a
Transaction Code OVLT
2. Make the following entries (for shipping point 1000, 100R, 1100 and 110R) on the Change View “Organizational Unit: Shipping Pts. – Print Picking Lst”: Overview screen.
Field Name User action and values Note
Out. EK00
Lng EN
No. 1
Time 3
Med 1
3. Save your entries.
4. Choose Back (F3).
ResultOutput determination for SD picking has been set up.
3.14.2 Maintaining Print Parameter for SD Picking
UseThis activity will define print parameters for SD picking without Lean WM.
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For further details regarding the output customizing for SD picking (w/o lean WM) refer to OSS note 145136.
ProcedureCarry out the following steps:
1. Access the activity use the following navigation:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Define print parameters shipping
Menú IMG Logistics Execution Expedición Bases Control de Mensajes Definir Parámetros de Impresión para la Expedición
Transaction Code VP01SHP
2. On the Print Parameters View choose Shipping /Spec.Case((V4).
3. On the Print Parameters View double-click Picking List (EK00).
4. On the Change View “Print Parameters for Shipping Point”: Overview screen, choose New entries.
5. Make the following entries:
Field Name User action and values Note
Shipping Point 1000
OutputDevice LP01 Select suitable device
Name LIST1S
Suffix1 EK00
Suffix2 KOMMILISTE
Print immed. Selected
Application V4
6. Save your entries.
7. Repeat step 4 and 5 for shipping point 100R, 1100 and 110R.
8. Choose Back (F3).
ResultThe print parameters for SD picking have been set up.
3.15 Product Specific Settings
3.15.1 Maintaining Procedure Determination in Background for Product Proposal
UseThis activity will determine the product proposal procedure for background processing.
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ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (in Background) for Product Proposal
Menú IMG Comercial Funciones Básicas Propuesta Dinámica de Producto Actual.Determ.Esquema (en fondo) P.Propuesta Productos
Transaction Code SM30 (Customizing Object V_TPVSB)
2. Choose New Entries, then maintain the following data:
SOrg. DChl Dv PPCustProc PPPr
1000 10 10 A A00001
3. Choose Save and then choose Back.
3.15.2 Maintaining Procedure Determination Online for Product Proposal
UseThis activity will determine the product proposal procedure for background processing.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (Online) for Product Proposal
Menú IMG Comercial Funciones Básicas Propuesta Dinámica de Producto Actual.Determ.Esquema (Online) P.Propuesta Productos
Transaction Code SM30 (Customizing Object V_TPVSO)
2. Choose New Entries, then maintain the following data:
SOrg. DChl Dv SOff. SGrp PPCustProc PPDoPr PPPr
1000 10 10 100 100 A A A00001
3. Choose Save and then choose Back.
3.15.3 Assigning Document Procedure to Sales Document Type
Use
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This activity will assign the document determination procedure for the product proposal to the individual sales document types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Dynamic Product Proposal Assign Document Procedure for Product Proposal to Sales Document Type
Menú IMG Comercial Funciones Básicas Propuesta Dinámica de Producto Asignar Esquema Doc.p.Propuesta Productos a Cl.Doc.Venta
Transaction Code SM30 (Customizing Object V_TVAK_PV)
2. Choose New Entries, then maintain the following data:
SaTy Description PP DocProc
QT Quotation A
SO Rush Order A
OR Standard Order A
3. Choose Save and then choose Back.
3.16 Defining Item Category Groups
UseUsing the item category group, you group together different material types for item category determination from the SD view. For every material type, you can define a default item category group which is proposed by the SAP System when you create a material master record.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category Groups
Menú IMG Comercial Ventas Documentos de ventas Posición Documentos de Ventas Definir Grupos de Tipos de Posición
Transaction Code SM30 (Customizing Object V_TPTM)
2. Choose New Entries, then maintain the following data:
ItCGr Description
YB01 Credit memo
YB02 Ret. Pack. Delivery
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YB03 Returnable packaging
YB09 Standard w/o batch
YBKF Header config.
YBKP Component
YBER Service w/SD-order
YBLE Service w/o Delivery
YBEN Service w/o Project
YBEP Service w/ project
YBOR Stock ord 3rd party (w. SN)
YBNA Stock ord 3rd party (w/o SN)
YBUK Bought-In
3. Choose Save and then choose Back.
3.17 Determining Active Receivables per Item Category
UseThis activity will activate the credit management functionality by sales item category.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Credit Management/Risk Management Credit Management/Risk Management Settings Determine Active Receivables Per Item Category
Menú IMG Comercial Funciones Básicas Gestión de Crédito/Gestión de Riesgo Parametriz.Previas P. Gestión de Crédito/Gestión de Riesgo Determinar Crédito Activo por Tipo de Posición
Transaction Code SM30 (Customizing Object V_TVAP_KRE)
2. On the row with ItCa of TAN, select the Credit active checkbox.
3. Choose Save.
3.18 Changing controllable error messages shipping processing
UseThis activity will change the type for a system message processed during the delivery creation.
ProcedureCarry out the following steps:
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1. Access the activity use the following navigation:
IMG Menu n/a
Transaction Code OVM1
2. Change message L VU 013 according to the table below on the Change View “Controllable Error Messages Shipping Processing”: Overview screen.
Field Name User action and values Note
Type W
3. Save your entries.
4. Choose Back (F3).
ResultMessage 013 has been changed.
4 SD PROCESS CONFIGURATION I
4.1 Sales Order Processing I
4.1.1 Defining Number Ranges for Sales Documents
UseIn this menu option, you define the number intervals of the number ranges for sales documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Document Header Define Number Ranges for Sales Documents
Menú IMG Comercial Ventas Cabecera de Documentos de Ventas Definir Rangos de Números Para Documentos de Ventas
Transaction Code VN01
2. Choose Change Intervals.
3. Choose Insert Interval, then maintain the following data:
No From number To number Current number Ext
90 R0001 R9999 X
4. Choose Save and then choose Back twice.
4.1.2 Defining Sales Document Types
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This activity will define settings for sales document types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types
Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Definir Clases de Documentos de Ventas
Transaction Code VOV8
2. Choose New Entries.
3. Make the following entries:
Sales Document Type
YBRE YBFD
SD document categ. H I
Number range – internal assignment
13 01
Number range – external assignment
14 02
Item number increment
000010 000010
Sub-item increment 000010 000010
Reference mandatory
M
Check division
Check credit limit
Output type BA00 BA00
Item division
Partner deter. proc. TA TA
Read info record X X
Output application V1 V1
Screen Sequence Group
RE RE
Output determ. proc. V10000 V10000
Incompl.proced. 14 13
Transaction Group 0 0
Doc.Pric.Procedure A C
Display Range UALL UALL
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Tax determ. proc. 01 01
FCode for overv. Scr.
UER1 UER1
ProdAttr.messages
Delivery type LR LF
Shipping conditions RE
Delivery-related billing type
Sales Probability 100 100
Version number Component
RE KL
Field select. group NA NA
Order-rel.bill.type
Intercomp.bill.type IG
Billing block
Stat. group for sales doc type
02 01
CndType line items
Billing plan type
Lead time in days 0 0
Paymt guarant. proc. 01
Paymt card plan type 03
Checking group 01
Propose Delivery Date
X X
Activate delivery scheduling
X
Billing request
Subseq.order type KN
4. Choose Save.
5. Choose Back.
4.1.3 Sales Organizations - Assigning Order Type
UseIn this menu option, you define the number intervals of the number ranges for sales documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
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IMG Menu Sales and Distribution Sales Sales Documents Sales Documents Header Assign Sales Area To Sales Document Types
Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Asignar Area de Ventas a Clases de Documentos de Ventas
Transaction Code OVAO
2. In the Choose Activity dialog box, choose Combine Sales Organizations.
3. On the Change View: Sales Organizations – Assign Order Type: Overview screen, make the following entries:
Sales Organization Reference Sales Organization
1000 1000
1100 1100
4. Choose Save and then choose Back.
4.1.4 Divisions by Sales Org - Assign Order Type
UseIn this menu option, you define the number intervals of the number ranges for sales documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Documents Header Assign Sales Area To Sales Document Types
Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Asignación Area de Venta a Clases de Documentos de Ventas
Transaction Code OVAN
2. In the Choose Activity dialog box, choose Combine Divisions.
3. On the Change View: Divisions by SalesOrg – Assign Order Type”: Overview screen, make the following entries:
Sales Organization Reference Division
1000 10
1000 20
1100 10
1100 20
4. Choose Save and then choose Back.
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4.1.5 Distribution by Sales Org - Assign Order Type
UseIn this menu option, you define the number intervals of the number ranges for sales documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Documents Header Assign Sales Area To Sales Document Types
Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Asignación Area de Venta a Clases de Documentos de Ventas
Transaction Code OVAM
2. In the Choose Activity dialog box, choose Combine Distribution Channels.
3. On the Change View: Distribution by Sales Org – Assign Order Type”: Overview screen, make the following entries:
Sales Organization Reference Distribution Channel
1000 10
1000 20
1000 30
1100 10
1100 20
1100 30
4. Choose Save and then choose Back.
4.1.6 Assigning Sales Area to Sales Document Types
Use
In this menu option, you allocate the allowed order types to each sales area.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Documents Header Assign Sales Area To Sales Document Types
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Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Asignación Area de Venta a Clases de Documentos de Ventas
Transaction Code SM30 (Customizing Object V_TVAKZ)
2. In the Choose Activity dialog box, choose Assign sales order types permitted for sales areas.
3. On the Change View: Sales Documents. Allowed Order Types per Sales Org.: Overview screen, choose New Entries and make the following entries:
Reference Sales Organization
Reference Distribution Channel
Reference Division Sales Document Type
1000 10 10 QT
1000 10 10 CR
1000 10 10 DR
1000 10 10 RK
1000 10 10 OR
1000 10 10 AF
1000 10 10 KB
1000 10 10 KE
1000 10 10 KR
1000 10 10 CQ
1100 10 10 QT
1100 10 10 CR
1100 10 10 DR
1100 10 10 RK
1100 10 10 OR
1100 10 10 AF
1100 10 10 KB
1100 10 10 KE
1100 10 10 KR
1100 10 10 CQ
4. Choose Save and then choose Back.
4.1.7 Assigning Sales Area to Credit Control Area
UseThis activity will assign a sales area to a credit control area.
ProcedureCarry out the following steps:
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1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Sales and Distribution Assign sales area to credit control area
Menú IMG Estructura de la Empresa Asignación Comercial Asignar Área de ventas a Área de Control de Créditos
Transaction Code SM30 (Customizing Object V_TVTA_KKB)
2. On the Change View “Sales Area: Allocation to Credit Control Area”: Overview screen make the following entries in row CCAr:
SOrg. DChl DV CCAr
1000 10 10 1000
1000 10 10 1000
1000 30 10 1000
1000 30 10 1000
1100 10 10 1000
1100 10 10 1000
1100 30 10 1000
1100 30 10 1000
3. Choose Save.
4.1.8 Defining Commodity Codes / Import Code Numbers By Country
UseThis activity will define commodity / import codes by country.
Procedure
Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Commodity Codes / Import Code Numbers By Country
Menú IMG Comercial Comercio Exterior/Aduana Datos Básicos Para El Comercio Exterior Determinar Números Estad.de Mcias/núm.Cód.Import.por País
Transaction Code SM30 (Customizing Object V_T604)
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2. Choose New Entries.
3. Make the following entries:
Country key Comm./imp.code.no Description
MX 22030010 BP-DE
4. Choose Save.
4.1.9 Defining Customs OfficesUseThis activity will define customs offices.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Foreign Trade/Customs Transportation Data Define Customs Offices
Menú IMG Comercial Comercio Exterior/Aduana Datos de Transporte Definir Puestos Aduaneros
Transaction Code SM30 (Customizing Object V_T615)
2. Choose New Entries.
3. Make the following entries:
Country Key Customs office Description
MX 0001 México DF
4. Choose Save.
4.1.10 Defining Modes of Transport
UseThis activity will define modes of transport.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Foreign Trade/Customs Transportation Data Define Modes Of Transport
Menú IMG Comercial Comercio Exterior/Aduana Datos de Transporte Definir Modos de Transporte
Transaction Code SM30 (Customizing Object V_T618)
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2. Choose New Entries.
3. Make the following entries:
Country Key Mode of Transport - Border Description
MX 1 Air
MX 2 Road
MX 3 Sea
MX 4 Rail
MX 5 Mail
4. Choose Save.
4.1.11 Defining Business Transaction Types and Default Value
UseThis activity will define business transaction types and assign default values to sales item categories.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Business Transaction Types And Default Value
Menú IMG Comercial Comercio Exterior/Aduana Datos Básicos para el Comercio Exterior Definir Clases Operación Comerc. Y Fijar Valor Propuesto.
Transaction Code SM30 (Customizing Objects V_T605)
2. Double-click Define Business Types.
3. Choose New Entries.
4. Make the following entries:
Country Key
Business Transaction Type
Description Long Text (must be split onto three rows)
MX 11 Final Purchase/Sale
Business transactions with transfer of ownership (actual or intended) and with compensation (financial or otherwise)
5. Choose Save.
4.1.12 Proposal for Business Transaction Type in Export
Use
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This activity will define business transaction types and assign default values to sales item categories.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Business Transaction Types And Default Value
Menú IMG Comercial Comercio Exterior/Aduana Datos Básicos para el Comercio Exterior Definir Clases Operación Comerc. Y Fijar Valor Propuesto.
Transaction Code SM30 (Customizing Objects V_T605Z)
2. Double-click Define Default Business Type (SD).
3. Choose New Entries.
4. Make the following entries:
Country Key Sales Org Distrib Channel Item category Bus.transaction type
MX 1000 10 TAN 11
MX 1100 10 TAN 11
5. Choose Save.
6. Choose Back twice.
4.1.13 Defining Relevant Item Categories
UseThis activity will mark item categories relevant for picking.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Picking Define Relevant Item Categories
Menú IMG Logistics Execution Expedición Picking Establecer Tipos de Posiciones Relevantes
Transaction Code SM30 (Customizing Object V_TVLP_KOM)
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2. For the row with the ItCa of TAC, select the Relevant for Picking checkbox.
3. Choose Save.
4.1.14 Defining Incompleteness Procedures
UseThis activity will define Incompleteness Procedures.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Log of Incomplete Items Define Incompleteness Procedures
Menú IMG Comercial Funciones Básicas Datos Incompletos Definir Esquemas de Datos Incompletos
Transaction Code OVA2
2. Select the row with Group H and then double-click Procedures.
3. Choose Display Change.
4. Choose New Entries.
5. Make the following entries:
Field Name Description User action and values Note
InProc Y1
Description Min.delivery item
6. Choose Save.
7. Select the Y1 row and then double-click Fields.
8. Choose New Entries.
9. Make the following entries:
Tables Field name Processing sequence of incompletion log
Screen Status Group
V50UC BTREF 0000 CHSP_T D8
V50UC OVPIK 0000 PIOV_T D8
10. Choose Save.
4.1.15 Assigning Incompleteness Procedures
UseThis activity will assign incompleteness procedures to delivery item categories.
ProcedureCarry out the following steps:
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1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Incompletion Control for Deliveries Assign Incompleteness Procedures
Menú IMG Logistics Execution Expedición Bases Control de Datos Incompletos para Entregas Asignar Esquemas de Datos Incompletos
Transaction Code SPRO
2. Double-click Assign incompletion forms to the delivery item types.
3. Choose New Entries.
4. Make the following entries:
Item category Incompletion procedure
DLP Y1
5. Choose Save.
4.1.16 Foreign Trade Data in MM and SD Documents
UseThis activity will control foreign trade data in MM and SD documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Foreign Trade/Customs Control Foreign Trade Data in MM and SD Documents Foreign Trade Data in MM and SD Documents
Menú IMG Comercial Comercio Exterior/Aduana Ctrl.Dat.Comercio Exterior en Doc. MM y SD Datos de Comercio Exterior en Documentos MM y SD
Transaction Code VI49
2. Choose New Entries.
3. Make the following entries:
Country key Export/Import
MX 2 – Dispatch/Export
4. Choose Save.
4.1.17 Defining and Assigning Text Determination Procedures
UseThe text types of a text object are grouped together in text determination procedures. You assign a text determination procedure using certain keys, for example, account group customer or sales document type.
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ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Text Control Define and Assign Text Determination Procedures
Menú IMG Comercial Funciones Básicas Control de Texto Definir y Asignar Esquemas para Textos
Transaction Code VOTXN
2. In the Text object panel, select Header radio under Delivery and choose Change.
3. In the Dialog Structure pane, double-click Text procedure assignment.
4. In the RL row, make the following entries:
Delivery typ TextDetermProcedure Description
RL 02 Returns (Pur.Ord.)
5. Choose Save.
6. Choose Back twice.
7. In the Text object pane, select Item radio under Delivery and choose Change.
8. In the Dialog Structure pane, double-click Text procedure assignment.
9. In the RLN row, make the following entries:
Item category TextDetermProcedure Description
RLN 02 Returns order
10. Choose Save.
11. Choose Back twice.
4.1.18 Assigning Material Determination Procedures to Sales Document Types
Use This activity will assign material determination procedures to sales document types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Material Determination Assign Procedures To Sales Document Types
Menú IMG Comercial Funciones Básicas Determinación de Material Asignar Esquemas a Clases de Documentos de Ventas
Transaction Code OV14
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2. For sales document type OR, enter the material determination procedure A00001.
3. Choose Save.
ResultThe material determination procedure is assigned.
4.2 Down Payment Configuration
4.2.1 Defining Billing Plan Types
UseThis activity will define a billing type for milestone billing.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Billing Billing Plan Define Billing Plan Types
Menú IMG Comercial Facturación Plan de Facturación Definir Clase de Plan de Facturación
Transaction Code OVBO
2. On the Choose Activity screen choose Maintain billing plan types for milestone billing.
3. Choose New Entries.
4. Make the following entries:
Billing Plan Type
Billing plan categ
Rule in billing plan invoice
Lenght stand. per. bill
Start Date
Date Category
Online Order
FCode-OvervScrn
Y1 0 1 000 01 04 X 0003
5. Choose Save.
4.2.2 Date category
UseIn this activity you maintain date categories for the billing plan types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Billing Billing Plan Define and Assign Date Categories
Menú IMG Comercial Facturación Plan de Facturación Definir y Asignar Categoría de Fecha
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Transaction Code OVBJ
2. On the Choose Activity screen choose Maintain Date Category for Billing Plan Type.
3. Choose New Entries.
4. Make the following entries:
Billing Plan Type
Date Category
Text Date descript.
Text Billing Rule
ID for adopting billing/invoice date
Length of a standard period in the billi
Billing Block
Billing Type
Y1 01 Milestone billing
0003 Contract Conclusion
1 000 02
Y1 02 Closing Invoice
0008 Closing Invoice
3 0000 02
Y1 03 Down payment request (proc.)
0009 Down Payment
4 0 0000 02 FAZ
Y1 04 Down payment request (amount)
0009 Down payment
5 0 0000 02 FAZ
5. Choose Save.
4.2.3 Defining and Assigning Item Category YBAO
UseThis activity will define and assign item category YBAO
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories
Menú IMG Comercial Ventas Documentos de Ventas Posición Documento Ventas Definir Tipos de Posición
Transaction Code SPRO
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2. Choose New Entries.
3. Make the following entries:
Item category YBAO Milestone-Bill.Plan
Billing Relevance I
Billing Plan Type 01
Pricing X
Business item Selected
Sched.Line Allowed Selected
Wght/Vol.Relevant Selected
Determine Cost Selected
Incompletion procedure 20
PartnerDetermProced N
TextDetermProcedure 01
Item Cat.Stats.Group 1
Screen Seq.Grp N
4. Choose Save.
5. Choose Back.
6. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories
Menú IMG Comercial Ventas Documentos de ventas Posición documento ventas Asignar tipos de posición
Transaction Code SPRO
7. Choose New Entries.
8. Make the following entries:
Sales doc type OR
Item cat. Group NORM
Item category TAN
Manual item cat TAP
Manual item cat TAQ
Manual item cat TANN
Manual item cat TAW
Manual item cat DSI
Manual item cat TAO
Manual item cat YBAO
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9. Choose Save.
10. Choose Back.
4.3 Defining Item Categories for Deliveries
UseIn this menu option you define your item categories for deliveries.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistic Execution Shipping Deliveries Define Item Categories for Deliveries
Menú IMG Logistics Execution Expedición Entregas Definir Tipos de Posición para Entregas
Transaction Code 0VLP
2. Choose New Entries.
3. Make the following entries:
Item Category
Doc.Categ. Group of doc.items for screen sequence
TextDetermProcedure
Mat.no.’0’allowed
ItemCat.stat.group
YBAO J N 02 1
Check quantity 0
Check minimum qty
Check overdelivery
Incompletion Procedure
Relevant for picking
StLocation required
A L1 X X
Determine StLoc
Auto Batch Determination
X X
4. Choose Save.
4.4 Assigning Item Categories
UseThis activity will assign item categories to sales documents.
ProcedureCarry out the following steps:
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1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories
Menú IMG Comercial Ventas Documentos de Ventas Posición Documentos de Ventas Asignar Tipos de Posición
Transaction Code SM30 (Customizing Object V_T184)
2. Choose New Entries.
3. Make the following entries:
Sales Document Type
Item Category Group
Default Item Category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
OR NORM TAN TAP TAQ TANN TAW DSI TAO YBAO
4. Choose Save.
4.5 Copying Control: Sales Document to Billing Document
UseThis activity will define copying control logic from Sales Document types to Billing Types.
ProcedureCarry out the following steps:
1. Access the activity use the following navigation:
IMG Menu Sales and Distribution Billing Billing Documents Maintain Copying Control for Billing Documents Copying Control: Sales Document to Billing Document
Menú IMG Comercial Facturación Documentos de Facturación Actualizar Control de Copia para Facturas:: Control de Copia: Documento de Venta a Factura
Transaction Code VTFA
2. On the Display View Header: Overview screen, choose Display <> Change.
3. Select a combination of target billing type and source sales document type.
4. In the Dialog Structure screen area, double-click Item.
5. Choose New Entries.
6. Make the following entries:
Target Billing Type
Source Sales Doc Type
Item Category
Copying requirements
Data VBRK/VBRP
Data transfer KOMV
Data transfer VBRK
Billing quan
Pos./neg. quantity
Copy control: from delivery type
Pricing type
F1 YBAO 004 001 000 000 B + LF C
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F2 TSA YBAO 023 000 000 000 A + G
F5 AA YBAO 008 000 000 000 C G
F5 OR YBAO 008 000 000 000 C G
F5 TAV YBAO 008 000 000 000 C G
F5 TSA YBAO 008 000 000 000 C G
FAZ OR YBAO 020 000 000 000 A + G
FAZ TAV YBAO 020 000 000 000 A + G
FAZ TSA YBAO 020 000 000 000 A + G
F1 AA YBAO 002 001 000 000 C + C
F1 OR YBAO 002 001 000 000 C + C
F1 TAV YBAO 002 001 000 000 C + C
F1 TSA YBAO 002 001 000 000 C + C
F2 YBAO 004 001 000 000 B + LF G
F2 AA YBAO 002 000 000 000 A + G
F2 OR YBAO 023 000 000 000 A + K
F2 TAV YBAO 023 000 000 000 A + K
7. Choose Save.
8. Choose Back.
4.6 Specifying Copy Controls for Deliveries
UseThis activity will copy controls.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Copying Control Specify Copy Control for Deliveries
Menú IMG Logistics Execution → Expedición → Control de Copia → Fijar Control de Copia para Entregas
Transaction Code VTLA
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2. On the Display View Header: Overview screen, choose Display <> Change.
3. Select the required combinations of source sales document type and delivery type. Double-click Item in the Dialog Structure pane.
4. Choose New Entries.
5. Make the following entries:
Sales Doc Type
Delivery Type
ItemCat Order requirements
Item Data
Item Ext. System
Business Data
Update doc flow
+/-
OR JF YBAO 101 101 000 002 X +
AA LF YBAO 101 101 000 002 X +
CH LF YBAO 101 101 000 002 X +
OR LF YBAO 101 101 000 002 X +
TAV LF YBAO 101 101 000 002 X +
TSA LF YBAO 101 101 000 002 X +
6. Choose Save.
7. Choose Back.
Result Controls are copied.
4.7 Determination of requirement types using transaction
UseIn this activity you determine the relation between item category and requirement type.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistic Executions Shipping Basic Shipping Functions Availability Check and Transfer of Requirements Transfer of Requirements Determination of Requirement Types using Transaction
Menú IMG Logistic Executions Expedición Bases Verificación de Disponibilidad y Transf, de Necesidades Transferencia de Necesidades Determinación de Clase de Necesidades Mediante la Operación
Transaction Code SM30 (Customizing Object V_TVEPZ_V)
2. On the Change View “Assignment of Requirement Types to Transaction”: Overview screen, choose New Entries.
3. On the New Entries: Details of Added Entries screen, enter the values shown below.
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Field Name Description User action and values Comment
Item category YBAO
MRP Tpye
Reqmts type KE
Source 0
4. Save your settings.
5. Choose Back (F3) twice.
4.8 Defining Delivery Item Category
Use This activity will define the delivery item category YBAO.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Deliveries Define Item Categories for Deliveries
Menú IMG Logistics Execution → Expedición → Entregas → Definir Tipos de Posición para Entregas
Transaction Code OVLP
2. Choose New Entries.
3. Make the following entries:
Field Name Description User action and values
Comment
Item Category YBAO
Document cat J Delivery
Mat.no.’0’ allowed X
ItemCat.stat.group 1
Check quantity 0 A Note about the situation
Check minimum qty A Note about the situation
Check overdelivery A Note about the situation
Relevant for picking Selected
StLocation required
Determine SLoc Selected
AutoBatchDeterm
Incompletion Proc. fos sales doc L1
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Field Name Description User action and values
Comment
Field Selection for item 0000
Group of doc.items for screen sequence
N
Text determination proc. 02
4. Choose Save.
5. Choose Back.
Result The delivery item category is defined.
4.8 SIS Configuration
4.8.1 SIS Header Configuration
UseThis activity will make the necessary settings at the header level for Sales Information System settings
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics – General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Sales Update Group Assign Update Group at Header Level
Menú IMG Logística en General Sistema de Información para Logística (SIL) Data Warehouse de Logística Actualización Control de Actualización Parametrizaciones Comercial Grupos de Actualización Asignar Grupo Actualización en Nivel de Cabecera
Transaction Code OVRO
2. Choose New Entries.
3. Make the following entries:
Field Name User action and values
Sales Org 1000
Dist Channel 10
Division 10
Customer Stats Group 1
StatGrpSales Doc 01
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Field Name User action and values
Update Group 000001
4. Choose Save.
5. Choose Back.
6. Repeat steps 2 to 5, using a StatGrpSalesDoc of 02 and an Update Group of 000002.
4.8.2 SIS Item Configuration
UseIn this activity, you make all the necessary settings at item level for the Sales Information System.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Sales Update Group Assign Update Group at Item Level
Menú IMG Logística en General Sistema de Información para Logística (SIL) Data Warehouse de Logística Actualización Control de Actualización Parametrizaciones Comercial Grupos de Actualización Asignar Grupo Actualización en Nivel de Posición
Transaction Code OVRP
2. Choose New Entries.
3. Make the following entries:
Field Name User action and values
Sales Org 1000
Dist Channel 10
Division 10
Customer Stats Group 1
CustGroupMaterial 1
StatGrpSales Doc 01
StatGrpDocumentItm 01
Update Group 000001
4. Choose Save.
5. Choose Back.
6. Repeat steps 2 to 5, using the following data:
Field Name One Two Three
Sales Org 1000 1000 1000
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Field Name One Two Three
Dist Channel 10 10 10
Division 10 10 10
Customer Stats Group 1 1 1
CustGroupMaterial 1 1 1
StatGrpSales Doc 01 02 02
StatGrpDocumentItm 02 01 02
Update Group 000002 000001 000002
4.8.3 Activating SIS Info Structures
UseIn this activity, you activate the Sales Info Structures.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Activate Update
Menú IMG Logística en General Sistema de Información para Logística (SIL) Data Warehouse de Logística Actualización Control de Actualización Activar Actualización
Transaction Code OMO1
2. In the Choose Activity dialog box, double-click Sales and Distribution.
3. Double-click on Info Structure S001.
4. In the Parameters dialog box, make the following entries:
Field Name User action and values
InfoStrc S001
Period split P
Fiscal year variant K4
Updating 2
5. Choose Continue.
6. Repeat steps 3 to 5, using the following data:
Field Name S003 S004
InfoStrc S003 S004
Period split P P
Fiscal year variant K4 K4
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Field Name S003 S004
Updating 2 2
7. Choose Save.
8. Choose Back.
4.9 LE Output Control
4.9.1 Maintaining output determination procedures for outbound deliveries
UseThis activity defines output determination procedures for documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Determination Procedure
Menú IMG Logistics Execution → Expedición → Bases → Control de mensajes → Determinación de mensaje → Actualizar determinación de mensajes p. suministros → Actualizar esquema para mensajes
Transaction Code SM34 (Customizing Object VVC_T683_XX_V2)
2. Highlight the row containing V10000 Header Output and then double-click Control data.
3. Choose New Entries, and maintain the following data:
Step Cntr Ctyp Requirement
010 01 LD00 001
030 00 WMTA 032
050 01 YBL1 001
4. Choose Save and then choose Back.
4.9.2 Maintaining Output Determination Procedure for Shipping Units - Control
UseIn this activity, you maintain the output determination procedure for shipping units.
ProcedureCarry out the following steps:
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1. Access the activity using one of the following navigation options:
IMG Menu Logistics General Handling Unit Management Output Maintain Output Determination for Handling Units Maintain Output Determination Procedure
Menú IMG Logistica en General Gestion de Unidades de Manipulación Mensajes Actualizar Determ.Mensajes p.un. Manipulación Actualizar Esquema para Mensajes
Transaction Code SM34 (Customizing Object VVC_T683_XX_V6)
2. Choose New Entries, then maintain the following data:
Field Name Description User action and values Notes
Procedure 000001
Descript. Standard
3. Choose Save.
4. Highlight the row you just created and then double-click Control Data.
5. Choose New Entries, then maintain the following data:
Step Cntr Ctyp Requirement
10 30 MALB 000
6. Choose Save and then choose Back.
5 SD Process Configuration II
5.1 Sales Document Processing II
5.1.1 Maintaining Copy Control for Sales Documents (QT)
UseIn this activity, you maintain the copy control for sales document type QT.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Maintain Copy Control for Sales Documents
Menú IMG Comercial Ventas Actualizar Control de Copia para Documentos de Ventas
Transaction Code VTAA
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2. Double-click Copying Control: Sales Document to Sales Document.
3. Choose Display Change.
4. Choose New Entries.
5. Make the following entries:
Target SalesDocType QT
From SalesDocType QT
Copying requirements 001
Data transfer VBAK 051
Data transfer VBKD 101
Data transfer VBPA 001
Copy Item Number X
6. Choose Save.
7. Choose Back.
8. Select the row you just created and then in the Dialog Structure panel, double-click Item.
9. Choose New Entries.
10. Make the following entries:
Target SalesDocType QT QT QT QT QT QT
From SalesDocType AF AF AF AF AF QT
ItemCatProposal AGC AGN AGNN AGN
Item Category AFC AFN AFNN AFTX AFX AGN
Copying Reqmts 301 301 301 301 301 301
Data Xfer VBAP 151 151 151 151 151 151
Data Xfer VBKD 102 102 102 102 102 102
Data Xfer VBPA 002 002 002 002 002 002
Data Xfer FPLA 251 251 251 251 251 251
Copy Sched Lines X X X X X
Update Doc Flow X X X X X X
Pos./neg. quantity + + + + + +
Pricing type B B D D B D
11. Choose Save.
12. Choose Back twice.
13. Select the row you just created and then in the Dialog Structure pane, double-click Schedule Line.
14. Choose New Entries.
15. Make the following entries:
SchdLneCatProposal BN
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Sched.Line Cat. BN
DataT 201
Copying Requirements 501
16. Choose Save.
17. Choose Back.
18. Repeat these steps for the following information:
Target SalesDocType QT
From SalesDocType QT
Data transfer VBAK 000
Data transfer VBKD 000
Data transfer VBPA 000
Pos./neg. quantity +
5.1.2 Assigning Item Categories
UseThis activity will assign item categories to sales documents.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories
Menú IMG Comercial Ventas Documentos de Ventas Posición Documento Ventas Asignar Tipos de Posición
Transaction Code SM30 (Customizing Object V_T184)
2. Choose New Entries.
3. Make the following entries:
Sales Document Type
Item Category Group
Default Item Category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
Manual Item category
OR NORM TAN TAP TAQ TANN TAW DSI TAO YBAO
AF YBNA AFN
4. Choose Save.
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5.1.3 Defining Item Categories
UseThis activity will define item categories.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories
Menú IMG Comercial Ventas Documentos de Ventas Posicion Documentos Ventas Definir Tipos de Posición
Transaction Code VOV7
2. Choose New Entries.
3. Make the following entries:
Item category
Billing Relevance
Billing Plan Type
Pricing
Business item
Sched.Line Allowed
Wght/Vol.Relevant
Activity category for controlling of tec
IncompletionProced
Item Cat Stats Group
Determine Cost
Partner DetermProced
Text DetermProcedure
Credit active
Screen Seq.Grp
Special Stock
YB1 B X X X X 28 T 01 X N
YB2 F X X X X 28 X T 01 X N
YB01 X X N N
YB05 X X X X 20 X N 01 N
YBAB A X X X X 28 01 X T 01 N E
YBAO I Y1X X X X X 20 01 X N 01 N
Item category Description
YB1 3rd Party with SN
YB2 3rd Party w/o SN
YB01 Ret. Packaging del.
YBAB Bought-In Item
4. Choose Save.
5. Choose Back.
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5.1.4 Setting up Partner Determination Procedure Assignment for Item categories
Use
In this activity, you define the rules that should be used to perform automatic partner determination.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination
Menú IMG Comercial → Funciones Básicas → Determinación de Interlocutor → Parametrizar Determinación de Interlocutor
Transaction Code SM34 (Customizing Object VC_TPAR_VP)
2. On the Choose Activity screen choose Set Up Partner Determination for Sales Document Item.
3. On the Change View “Partner Determination Procedures”: Overview screen select N (Standard item).
4. From the dialog structure on the left of the screen, choose Partner Determination Procedure Assignment.
5. Make the following assignments:
Item category Description
YB1 T
YB2 T
YB01 N
YB05 N
YBAB T
5.1.5 Maintaining Item Category Assign Text Determination Procedure
Use In this activity, you assign the text determination procedure to item categories.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Text Control Define and Assign Text Determination Procedures
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Menú IMG Comercial Funciones Básicas Control de Texto Definir y Asignar Esuqemas para Textos
Transaction Code VOTXN
2. On the Customizing Text Determination screen, select Sales Document – Item and choose Change.
3. From the dialog structure on the left of the screen, choose Text procedure assignment.
4. Make the following assignments.
Item category TextDetermProcedure
YB1 01
YB2 01
YB01
YB05 01
YBAB 01
5. Choose Save.
Result The text determination procedure is assigned.
5.1.6 Assigning Incompleteness Procedures
Use In this activity, you assign incompleteness procedures to item categories.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Log of incomplete item Assign Incompleteness Procedures
Menú IMG Comercial Funciones Básicas Datos incompletos → Asignar Esquemas de datos incompletos
Transaction Code VUP2
2. On the Choose Activity screen choose Assign procedures to the item categories.
3. Make the following assignments.
Item category Incompletion procedure
YB1 28
YB2 28
YB01
YB05 20
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Item category Incompletion procedure
YBAB 28
5.1.7 Maintaining Copying Control Delivery Document to Billing Document
UseIn this activity you specify copy controls.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing Documents
Menú IMG Comercial Facturación Documentos de facturación Actualizar control de copia para facturas
Transaction Code VTFL
2. Choose Copying Control: Delivery document to billing document in the dialog box Choose Activity.
3. On the Change View: “Header”: Overview screen, mark the relevant lines with billing type and delivery type in the dialog box Header.
4. Make the following entries:
Target Bill TypeFrom Delivery Type
Assignment Number
Reference Number
Copying requirements
Copy item number
F2 LF 003 X
F8 LF 009 X
5. Select the relevant combinations and double click on Item in the Dialog Structure.
6. On the Change View “Item”: Overview screen make the following entries:
Target Bill Type y
From Delivery Type
Item Category
Bill Qty VBRK/VBRP
Pricing type
Copying Requirements
Pos./Neg. quantity
F2 LF TAN G 001 G 004 +
F2 LF TANN G 001 G 004 +
F2 LF TAQ G 001 G 004 +
F8 LF TANN D 000 G 001
F8 LF TAQ D 000 G 001
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Note that the Billing quantity is set to G (Cumulative batch quantity minus invoiced quantity) to allow the billing of batch split items.
7. Save your settings.
6 Creating Master Data
6.1 Creating Output Tax Record (MWST)
UseThe purpose of this activity is to create the output tax record. You need this output tax record to create a sales order in SD and post the subsequent invoice to FI.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu Logistics Materials Management Purchasing Master Data Subsequent Settlement Vendor Rebate Arrangements Environment Condition/Arrangement Conditions: Sales Prices Other Create
Menu Sap Logistica Gestión de Materiales Compras Datos Maestros Liquidación posterior Acuerdos con proveedor Entorno Condición/Acuerdo Condiciones Venta Precios Otros Crear
Transaction Code VK11
2. Enter MWST in the field Condition type.
3. Choose Enter.
4. Select Domestic Taxes in the Key Combination dialog box.
5. Choose Enter.
6. On the Create Output Tax Condition (MWST): Fast entry screen enter MX in the Country field and make the following entries:
TaxCI1Cust TaxCI.Mat Amount Tax Code
1 1 0 A0
1 0 0 A0
1 2 0 A0
0 2 7 A2
0 1 19 A1
0 0 7 A2
7. Choose Save.
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8. The system issues the message Conditions records saved.
ResultThe tax codes are now available.
7 AppendixDeletion of standard customizing:
We do not recommend the deletion of standard customizing (for example Order Types).
The attached Excel File provides an overview of the most important SD customizing settings used in SAP Best Practices. Never delete any of these settings. Deleting of other settings happens at your own risk.
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