returns complaints

EHP4 for SAP ERP 6.0

December 2009

English

Returns and Complaints (111)

Returns and Complaints (111): Configuration Guide

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Icons

Icon Meaning

Caution

Example

Note or Tip

Recommendation

Syntax

Typographic Conventions

Type Style Description

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

Cross-references to other documentation.

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

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

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

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

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

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

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Content

1 Purpose............................................................................................................................. 5

2 Prerequisites...................................................................................................................... 5

3 Configuration..................................................................................................................... 5

3.1 Defining Billing Types..............................................................................................5

3.2 Assigning Billing Type to Sales Order Type.............................................................6

3.3 Assigning Blocking Reason for Billing Types...........................................................7

3.4 Assigning Sales Area to Sales Document Type......................................................7

3.5 Defining Item Category............................................................................................8

3.6 Assigning Item Category..........................................................................................9

3.7 Defining Schedule Line Category............................................................................9

3.8 Assigning Schedule Lines......................................................................................10

3.9 Copying Controls Sales Document – Delivery Type (Header / Item).....................10

3.10 Defining Delivery Item Category............................................................................12

3.11 Copying Controls Sales Document – Billing Type (Header/Item)..........................12

3.12 Copying Control: Delivery Document LR to Billing Document YBRE.....................14

3.13 Assigning Requirements Types.............................................................................15

3.14 Assigning Incompletion Procedures to YBRE........................................................15

3.15 Copying Control: Sales Document to Billing Document YBRE..............................16

3.16 Assigning Output Determination Procedures (Billing Docs)...................................19

3.17 Assigning Output Determination procedures (Sales Docs)....................................20

3.18 Creating Condition Records BA00.........................................................................21

3.19 Creating Condition Records RD00........................................................................22

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Returns and Complaints

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 BC Sets and other tools, refer to the installation guide of this building block.

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

3 Configuration

3.1 Defining Billing Types

UseIn this activity, you define billing types.

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

Transaction Code VOFA

2. On the Choose Activity dialog box, double-click Define Billing Types.

3. Choose New Entries.

4. Make the following entries:

Field Name User Action and Values

BillT YBRE

IntNR 19

FIBk

TrG 7

DocCa O

HePar FK

ItPar FP

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Field Name User Action and Values

ActDPr KOFI00

CaBlT S2

TxPrc 03

Ap V3

Out.pr V10000

Out. RD00

TxPIt 04

Stat X

Rel.f.rebate X

ILTyp LG

Description Credit for Returns

ADPyCd A00001

5. Choose Save.

6. Choose Back.

ResultBilling types are defined.

3.2 Assigning Billing Type to Sales Order Type

UseThis activity will define the sales document type.



IMG Menu Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Sales Document Types

Transaction Code VOV8

2. On the Change View “Maintain Sales Order Types”: Overview screen select Order Type YBRE and choose Details.


Field Name User Action and Values Comment

Dlv-rel.billing type YBRE Credit for returns

4. Choose Save.

5. Choose Back.

Result The sales document type is defined.

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3.3 Assigning Blocking Reason for Billing Types

Use

In this activity, you assign blocking reasons to billing types.

Procedure

1. To perform the activity, choose one of the following navigation options:

IMG Menu Sales and Distribution → Billing → Billing Documents → Define Blocking Reason For Billing

Transaction Code SPRO

2. On the Change View “Billing: Blocking Reasons”: Overview screen, choose New Entries.


Block BillT Billing Block Description Description

08 YBRE Check Credit Memo

4. Choose Save.

5. Choose Back.

3.4 Assigning Sales Area to Sales Document Type

Use This activity will assign the sales area to the sales document type.



IMG Menu Sales and Distribution → Sales → Sales Documents → Sales Document Header → Assign Sales Area to Sales Document Types

Transaction Code OVAZ

2. On the Choose Activity dialog box, double-click Assign sales order types permitted for sales areas.

3. Choose New entries.



Ref.S 1000 Sales org. 1000

RefD 10 Direct Sales

Div 10 Product Division 10

SaTy YBRE RMA Request

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5. Choose Save.

6. Choose Back.

Result The sales area has been assigned to the sales document type.

3.5 Defining Item Category

UseIn this activity, you define the item category YBEN, Standard Item.

Procedure 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





Item category YBEN Standard Item

Billing Relevance A

Pricing X

Sched.Line Allowed Selected

Returns Selected

Wgth/Vol.Relevant Selected

Determine Cost Selected

Incompletion Proced. 20

PartnerDetermProced. N

TextDetermProced 01

Item Cat.Stats.Group 2

Screen Seq. Grp N

4. Choose Save.

5. Choose Back.

Result The item category YBEN is defined.

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3.6 Assigning Item Category

Use This activity will assign item categories.

Procedure 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





Sales Doc.Type YBRE

Item cat.group <Item Category Group>

Item Usage TEXT

Item Category RETX

4. Choose Save.

5. Choose Back.

6. Repeat steps 2 to 5 for the following information:

Sales Doc. Typ

Item cat.group

ItemCat-HgLvlItm

Item Category

Manual item cat

YBRE BANS YBEN

YBRE DIEN REX

YBRE DIEN YBEN REX

YBRE LEIH LAN YBEN

YBRE LEIH YBEN LAN YBEN

YBRE NORM YBEN

YBRE NORM YBEN YBEN

Result

The item categories are assigned.

3.7 Defining Schedule Line Category

Use In this activity, you define a schedule line category.


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IMG Menu Sales and Distribution → Sales → Sales Documents → Schedule Lines → Define Schedule Line Categories





Sched.line.cat. YN Returns (653)

Movement type 653 GD returns unrestr.

Item rel.f.dlv. Selected

4. Choose Save.

5. Choose Back.

Result The schedule line category is defined.

3.8 Assigning Schedule Lines

Use This activity will assign schedule lines.



IMG Menu Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign Schedule Line Categories





Item Category YBEN

PropSchdLneCat. YN

4. Choose Save.

5. Choose Back.

Result The schedule lines are assigned.

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3.9 Copying Controls Sales Document – Delivery Type (Header / Item)

Use This activity will copy controls.



IMG Menu Logistics Execution → Shipping → Copying Control → Maintain Copy Control for Deliveries

Transaction Code VTLA

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




SalesDocTyp YBRE Credit for Returns

Target Delivery Type LR Returns Delivery

Copying Requirements 001 Header

Copy item number blank

5. Choose Back.

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



SaldocTyp TgtDeltyp ItmCt DataT VBAP

DataT VBKD

OrReq Update document flow

+/-

YBRE LR REN 101 2 101 X +

YBRE LR RENN 101 2 101 X +

YBRE LR REQ 101 2 101 X +

YBRE LR RETX 101 2 102 X +

YBRE LR REU 101 2 101 X +

YBRE LR REX 101 2 102 X +

YBRE LR REZ 101 2 101 X +

YBRE LR YBEN 101 2 101 X +

9. Choose Save.

10. Choose Back.

Result Controls are copied.

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3.10 Defining Delivery Item Category

Use This activity will define the delivery item category.



IMG Menu Logistics Execution → Shipping → Deliveries → Define Item Categories for Deliveries

Transaction Code 0VLP




Item Category YBEN Standard Item

Document cat T Returns delivery for order

Check quantity 0 A Note about the situation

StLocation required Selected

Determine SLoc Selected

TextDetermProcedure 02

AutoBatchDeterm X

ItemCat.stat.group 01

4. Choose Save.

5. Choose Back.

Result The delivery item category is defined.

3.11 Copying Controls Sales Document – Billing Type (Header/Item)

Use This activity will copy controls.

The standard copy control routine (153) is copied to a new routine (953) with the field LGORT (Storage Location) commented out.

This is done to allow the picking determination table to derive the returns storage location on the returns delivery, and not the storage location from the original document.

This storage location (1060) is set to be Non-MRP relevant in customizing transaction OMIR excluding the storage location stock from MRP.

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Materials in this location can not be used for other requirements. The consideration behind this is that many materials can be returned requiring that they be extended to storage location 1060 in transaction MMSC. The Non MRP Relevant indicator (1) then defaults verses having to manually assign thus eliminating the potential error that the materials could be used for other requirements.



IMG Menu Sales and Distribution → Sales → Maintain Copy Control for Sales Documents

Transaction Code VTAF

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




Target SalesDocTyp YBRE RMA Request

Source Bill. Type F2 Invoice

DataT 052 Billing doc.header

DataT 103 Bill.bus.header.data

DataT 003 Bill.header partner

Copying requirements 021 Billing Header

5. Choose Back.

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




Target SalesDocTyp YBRE RMA Request

Source Bill. Type F2 Invoice

Item Category TAN Standard Item

DataT 953 Item from BillDoc

DataT 104 Bill.bus.item data

DataT 004 Bill.item partner

Bl.pl 0

Copying requirements 303 Always an item

Update document flow X

Pricing type G

9. Choose Save.

10. Choose Back.

Result

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Controls are copied.

3.12 Copying Control: Delivery Document LR to Billing Document YBRE

Use

This task allows you to maintain copy control for delivery document to Billing document.


1. Access the activity use the following navigation:

IMG Menu Sales and Distribution → Billing → Billing Documents → Maintain Copying Control for Billing Documents → Copying Control: Delivery Document to Billing Document

Transaction Code VTFL





Target Bill. Type YBRE Debit Memo

From Delivery Type LR

Copying requirements 003 Header/dlv.-related

Assignment Number E

Reference Number A

Copy Item Number Selected

5. Choose Back.

6. Select the row you just created, then in the Dialog Structure screen area, double-click Item.




Item Category YBEN Standard Item

Copying requirements 004 Deliv-related item

Data VBRK/VBRP 001 Ord-rel.credit memo

Billing quantity G

Pos./neg. quantity +

Pricing type G

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9. Choose Save.

10. Choose Back.

11. Repeat steps 2 to 10 for the following information:

BillType DlvTy ItmCt CpRq VBRK_ VBRP_ KONV_ PRTy +/- BQty

YBRE LR REN 004 000 002 000 D + E

YBRE LR RENN 004 000 002 000 D + B

YBRE LR REQ 004 000 002 000 D + B

YBRE LR RETX 004 000 002 000 D + B

YBRE LR REU 004 000 002 000 D + B

YBRE LR REX 004 000 002 000 D + B

YBRE LR REZ 004 000 002 000 D + B

Result

Copy control logic is defined.

3.13 Assigning Requirements Types

Use This activity assigns requirements types.



IMG Menu Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign Schedule Lines Categories

Transaction Code V_TVEPZ (SM30)

2. For the following Item Categories and Types, make the following entries:

ItCa YBEN

SchLC YN

3. Choose Save.

4. Choose Back.

Result Requirements types are assigned.

3.14 Assigning Incompletion Procedures to YBRE

UseThis activity will assign incompletion procedures to YBRE.

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IMG Menu Sales and Distribution → Basic Functions → Log of Incomplete Items → Assign Incompleteness Procedures

Transaction Code VUA2

2. On the Choose Activity dialog box, double-click Assign procedures to the sales document types.

3. In the YBRE row, make the following entry:

SaTy InProc

YBRE 14

4. Choose Save.

5. Choose Back.

Result Incompletion procedures for YBRE are assigned.

3.15 Copying Control: Sales Document to Billing Document YBRE

Use

This task allows you to maintain copy control for Sales document to Billing document.


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

Transaction Code VTFA





Target Bill. Type YBRE Credit for Returns

From SalesDoc Type KR

Copying requirements 001 Header/order-related


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5. Choose Back.





Item Category KRN Standard Item

Copying requirements 002 Item/order-related


Billing quantity A


Pricing type D

9. Choose Save.

10. Choose Back.





From SalesDoc Type RM



13. Choose Back.





Item Category REN Standard Item



Billing quantity A


Pricing type D

17. Choose Save.

18. Choose Back.





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From SalesDoc Type RZ



21. Choose Back.





Item Category REN Standard Item



Billing quantity A


Pricing type D

25. Choose Save.

26. Choose Back.




Item Category REQ Standard Item



Billing quantity A


Pricing type D

29. Choose Save.

30. Choose Back.




Item Category REU Standard Item



Billing quantity A


Pricing type D

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33. Choose Save.

34. Choose Back.




Item Category REZ Standard Item



Billing quantity A


Pricing type D

37. Choose Save.

38. Choose Back.

ResultCopy control logic is defined.

3.16 Assigning Output Determination Procedures (Billing Docs)

Use In this activity, you assign the output determination procedures to the billing document type.

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IMG Menu Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using Condition the Technique → Maintain Output Determination for Billing Documents → Assign Output Determination Procedures


2. In the Choose Activity dialog box, choose Allocate sales document header.

3. On the Change View “Sales Document Types – Output Assignment”: Overview screen, make the following entries:

Field name Description User Action and Values Comment

Billing Type YBRE

Output Procedure

V10000

Output Type RD00

4. Choose Save.

5. Choose Back.

Result You have assigned the output procedure and output type to billing document type YBRE.

3.17 Assigning Output Determination procedures (Sales Docs)

Use In this activity, you assign the output determination procedures to the sales document type.



IMG Menu Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using Condition the Technique → Maintain Output Determination for Sales Documents → Assign Output Determination Procedures


2. In the Choose Activity dialog box, choose Allocate sales document header.

3. On the Change View “Sales Document Types – Output Assignment”: Overview screen, make the following entries:

Field Name Description User Action and Values Comment

Sales Doc Type

YBRE

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Output Procedure

V10000

Output Type BA00

4. Choose Save.

5. Choose Back.

Result You have assigned the output procedure and output type to sales document type YBRE.

3.18 Creating Condition Records BA00

Use In this activity you create the condition records for output type BA00.



SAP Menu Logistics → Sales and Distribution → Master Data → Output → Sales Document → Create

Transaction Code VV11

2. On the Create Output – Condition Records: Sales screen, enter the output type BA00 and choose Enter.

3. On the Create Condition Records (Order Confirmation): Fast Entry screen, make the following entries:


Sales Organization 1000

Sales Document Type

YBRE

Function SP

Partner

Medium 1

Date/Time 4

Language

4. Choose Save.

5. Choose Back.

Result You have created the output condition record for output type BA00 and sales document type YBRE.

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3.19 Creating Condition Records RD00

Use In this activity you create the condition records for output type RD00.



SAP Menu Logistics → Sales and Distribution → Master Data → Output→ Billing Document → Create

Transaction Code VV11

2. On the Create Output – Condition Records: Sales screen, enter the output type BA00 and choose Enter.

3. On the Create Condition Records (Order Confirmation): Fast Entry screen, make the following entries:


Sales Organization

1000

Billing Type YBRE

Function BP

Partner

Medium 1

Date/Time 4

Language EN

4. Choose Save.

5. Choose Back.

Result You have created the output condition record for output type RD00 and sales document type YBRE.

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returns complaints

Documents

assigning billing type

sales document type

billing types

billing document ybre

assigning sales area

assigning item category

names of installation

assigning requirements