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SAP-SD SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809 SAP SALES & DISTRIBUTION By By By By The One & Only One The One & Only One The One & Only One The One & Only One Mr. Srinivas Naidu SD Guru SD Certified Consultant SUN SURYA Technologies

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Page 1: Sap sd-srinivas-naidu

SAP-SD

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SAP SALES & DISTRIBUTION

ByByByBy

The One & Only OneThe One & Only OneThe One & Only OneThe One & Only One Mr. Srinivas Naidu

SD Guru

SD Certified Consultant

SUN SURYA Technologies

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SAP-SD

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

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SAP-SD

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Index

SL.NO TOPIC

PAGE NO

1 INTRODUCTION 1 2 SALES & DISTRIBUTION 4 MODEL OF ENTERPRISE STRUCTURE 4 BUSINESS PROCESS 5 DEFINITIONS 6 ASSIGNMENTS 11 3 MASTER DATA 14 CUSTOMER MASTER MATERIAL MASTER 28 4 DOCUMENTS 32 SALES DOCUMENT HEADER 36 ITEM CATEGORY 49 ASSIGN ITEM CATEGORIES 53 DEFINE SCHEDULE LINE CATEGORIES 53 5 P R I C I N G 60 DEFINE PRICING PROCEDURE (OVKK) SYSTEM MODIFICATIONS 72 PRICING EXERCIES 74 6 FREE GOODS 84 SD CONFIGURATION SETTINGS 94 7 ROUTE DETERMINATION 96 8 OUTPUT DETERMINATION PROCEDURE

99

ASSIGN OUTPUT DETERMINATION PROCEDURE

102

9 TEXT DETERMINATION PROCEDURE

103

TEXT DETERMINATION PROCEDURE FOR SALES DOCUMENT HEADER

104

10 PARTNER DETERMINATION PROCEDURE

106

ASSIGN RELEVANT PARTNER FUNCTIONS FOR PARTNER DETERMINATION PROCEDURE

108

DEFINE PARTNER DETERMINATION PROCEDURE FOR SALES DOCUMENT HEADER

109

11 INCOMPLETNESS PROCEDURE

110

12 MATERIAL DETERMINATION

112

13 CROSS SELLING

114

14 ITEM PROPOSAL AND PRODUCT PROPOSAL

117

15 CREDIT MANAGEMENT / RISK MANAGEMENT

119

SIMPLE CREDIT CHECK

126

AUTOMATIC CREDIT CHECK

128

16 TRANSFER OF REQUIREMENT AND AVAILABILITY CHECK 132

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SAP-SD

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SL.NO TOPIC PAGE NO

17 COPY CONTROL

137

18 C O N T R A C T S

141

A) VALUE CONTRACT (WK1)

143

B) SERVICE CONTRACT (WV)

145

C) MASTER CONTRACT

148

19 CUSTOMER COMPLAINTS

150

20 CONSIGNMENT

154

21 INTER COMPANY / CROSS COMPANY SALES

156

22 THIRD PARTY SALES ORDER

157

23 INDIVIDUAL PURCHASE ORDER

159

24 DEFINE DELIVERY DOCUMENT

160

25 PACKING

165

26 RETURNABLE PACKAGING

167

27 BILLING DOCUMENT TYPE

169

28 MAKE – TO - ORDER

173

29 VARIANT CONFIGURATION

174

30 REBATES

185

31 LOGISTICS INFORMATION SYSTEM (L I S)

189

32 STOCK TRANSFER ORDER (STO)

193

33 BATCH MANAGEMENT

200

34 BILL OF MATERIAL (BOM)

203

35 FAQ 204

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SAP-SD 1

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SASASASAPPPP SAP : SAP is SYSTEMS APPLICATIONS AND PRODUCTS in Data Process Different Modules in SAP are

1. FI & CO (Finance and Control) 2. S D (Sales and Distribution) 3. M M (Material Management) 4. Q M (Quality Management) 5. P M (Production Management) 6. H R (Human Resources)

PROGRAMME: It’s collection of Executable Statements / Instructions to the System. PACKAGE: It’s collection of Programmes & Functions.

• MS Office

• ATM Applications

• Railway Reservation System The above packages can use end users / compute illiterates. ERP : Expansion of ERP is ENTERPRISE RESOURCE PLANNING. Enterprise : Well Established Organization. Resource : Man ---- HR Material ---- Stores / Purchases Money ---- Finance Machines ---- Mechanism Methods ---- Planning Goals and Objectives: Productivity Cost of Production Increasing Performance Customer Satisfaction The major ERP vendors are: SAP R/3 ORACLE PEOPLESOFT JDEDWARDS BAAN

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SAP-SD 2

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

ERP Package Finance ORD MGMT INV MFG HR ORACLE U X X X X PEOPLESOFT X X X X U JDEDWARDS X U X X X BaaN X X X U X SAP R/3 U U U U U ROOTS OF SAP 4 IBM people developed the SAP in 1972. SAP R/3 : It’s a German based product. SAP AG : AG stands for Incorporation in USA AG stands for Company in INDIA IDES: Internet Demonstration and Evaluation System. R/3 stands for Real time 3 tier architecture. Tier is nothing but a scope of computer. Single Tier: Single Tier means Standalone System. Ex: PC

Database Layer Application Layer Presentation Layer

Database Layer is Back end Presentation Layer is Front end. Two Tier Architecture:

Database Layer Application Layer

| | | | | CL1 CL2 CL3 CL4 CL5 (CL – client) Three Tier Architecture: Database Layer

WP WP WP WP Despatcher

CL1 CL2 CL3 CL4 CL5

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SAP-SD 3

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SAP 2 Tier is IBM Mainframes. SAP has own database is called SAPDB. It’s having 28,173 default tables. ABAP – Advanced Business Application Programming ______________________________________ | | | | | FICO S & D MM PP HR � Functional Module | Basis � Admin ROLES OF AN ABAPer: Every ABAPer has 3 roles. 1. Uploading the Data from LExacy system to R/3 BDC ---- LSMW 2. System Modifications User Exit -- Screen Exit, Field Exit, Menu Exit and Customer Exit. 3. Generating Reports. Implementation Partner Client | | SAP Team Ex: Dr Reddy Labs (Steering Committee) (Core Team) Technical Consultants CEO Functional Consultants GM Basis HODS End users Feasibility study between Steering committee and Core Team. BBP � Business Blue Print. Core Team gives their requirements to Steering Team, Steering Committee prepares the Business Blue Print i.e called BBP.

Dev. Server Q I A PROD

----> Issues

Config Unit Testing Product Support

+ Functional Tools

Customize Smoke Volume PerExrine

B B P Lotus Notes

Remedy

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SAP-SD 4

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

S D (Sales & Distribution)

ENTERPRISE STRUCTURE

COMPANY (Corporate Office) -------------------------------------------------------------------------- | | | | | | ------------------- Company Code 1 Company Code 2 Company Code 3 | | | ------------------------- | | | | |------���� Sales Organization | Sales Sales Sales |------���� Distribution Channel | Area 1 Area 2 Area 3 |------���� Division | | | ------------------------------ | | | | | Sales Sales Sales | Office 1 Office 2 Office 3 | | | --------------------------- | | | | | Sales Sales Sales | Group 1 Group 2 Group 3 | | | |----------------------------| | -------------------------------- | | | ---------- Plant 1 Plant 2 Plant 3 | | | --------------------------- | | | | | Storage Storage Storage | Loc 1 Loc 2 Loc 3 | | |--------------------| | -------------------------------- | | | Shipping Shipping Shipping Point 1 Point 2 Point 3

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SAP-SD 5

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

BUSINESS PROCESS

Inquiry |

Quotation |

Purchase Order

| Sales Order

| Outbound Delivery

| Sales Invoice

I. Define Enterprise Structure II. Master Data

(a) Customer Master (b) Material Master (c) Customer Material Info – Records (d) Pricing Condition Records

III Configure Documents (a) Sales Documents (b) Deliver Documents (c) Billing Documents

To Configure and Customize SAP : SAP design certain tools. That are

(a) ABAP (Work bench) - for Technical Consultants (b) I M G (Implementation Guide) – for Functional Consultants (c) Administration (BASIS)

To navigate from screen to screen or transaction to transaction we use transaction code or specified Path. SPRO is a Transaction Code to go to IMG Tool. PATH:

� Logistics � Tools � Customizing IMG � SPRO Edit Project � SAP reference IMG

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SAP-SD 6

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

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SAP-SD 7

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

DEFINITION

1.DEFINE COMPANY (RCOMP) : Company is an highest Organizational Unit in the enterprise structure. It represents Corporate Group. PATH:

� IMG � Enterprise Structure � Definition � Financial Accounting � Define Company

Select standard company (1000) click on copy as icon and define company by changing data. 2.DEFINE COMPANY CODE (BUKRS): Company code is an independent Organizational Unit. Which is responsible look after Business Transaction in specified geographical Area. Which represents subsidiary of company which is having its own set of Database tables from where we can generate reports like Balance Sheets and Profit & Loss A/cs and we can consolidate those reports at this level. Company can have no of company codes. That means company codes should be assign to company. Company and Company codes define and maintain by FICO. PATH:

� IMG � Enterprise Structure � Definition � Financial Accounting � Edit, Copy, Delete, Check Company Code � Edit Company Code Data.

Choose existing company code ex:1000 click on Copy as icon and define company code by changing data. 3.DEFINE SALES AREA (TVTA) : TVTA is the Table for sales area. Sales Area is a Logical Collection of 3 physical organizational units. That are :

(a) Sales Organization (b) Distribution Channel (c) Division.

We use Sales Area to maintain Master Data,to configure documents to process documents (by Customer) and to generate reports. Sales Area defines which division (Material) passes through which distribution channel under which sales organization to the customer. (A).DEFINE SALES ORGANISATION (VKORG): Sales Organization is the independent Organizational Unit in SD module. Which is responsible to process business transactions with in specified geographical area and also it is responsible to look after lExal obligations with in the specified area.

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SAP-SD 8

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Sales Organization can have no of distribution channels and divisions.

Company code can have no of sales organizations. Sales OrganizationsShould assign to company code. PATH:

� IMG � Enterprise Structure � Definition � Sales & Distribution � Define, Copy, delete, check sales organization. � Define Sales Organization

Choose existing sales organization ex:1000 click on copy as icon and define sales organization by changing data. STATISTICS CURRENCY (INR): Assign statistics currency the particular Sales Organization follows. CUSTOMER INTER COMPANY BILLING:

COMPANY | ------------------------------------------ | | Company Code 1 Company Code 2 (IND) (USA) | | Sales Area 1 Sales Area 2 | | Plant 1 Plant 2 CROSS COMPANY / INTER COMPANY BILLING: Step 1 : End Customer of Sales Area 1 under company code 1 raise the Purchase Order to purchase the material. Step 2 : Sales Area 1 raised the Sales Order to sell the material with reference to Purchase Order. Step 3 : When there is no stock in Plant 1, then Sales Area 1 has to raise the Purchase Order to purchase the material from Sales Area 2 under Company Code 2. Step 4 : Sales Area 2 raised Sales Order and directly delivered the goods to the end Customer of Sales Area 1. Step 5 : Sales Area 2 raised Inter Company Invoice in favor of Sales Area 1. Sales Area 1 raised the standard Invoice in favour of end customer and settles Inter Company Invoice. To map Inter Company Transactions one customer should be created in SAP and he should be assign to Sales Organization in IMG.

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SAP-SD 9

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

PATH:

IMG o Sales & Distribution o Billing o Inter Company Billing o Define internal customer no by Sales Organization.

Sales Organization Calendar ex:01 Factory calendar of German Standard: Assign Factory calendar that usually Sales Organization follows. There we can define Public holidays, holiday calendar and working days. Check Rebate Processing Active: RABATE: Rebate is a special kind of discount which is going to paid to the customer / payer based on certain period respectively. FAQ: What are the pre-requests to configure rebates in SAP System?

Ans: There are 3 controls should be activated to configure rebates. I.e

(a) Check rebate processing active should be activated at definition of Sales Organization.

(b) Check rebates should be activated at customer master/payer. (c) Check relevant for rebates at definition of billing document type ex: F2

Note: Due to performance reasons these 3 controls should be re-activate if client doesn’t process rebated in his business. (B).DEFINE DISTRIBUTION CHANNEL (VTWEX): Distribution Channel is the channel which business sends goods and services to the customer. Ex: Plant Sales, Depot Sales and Showroom Sales. Sales Organization can have no of distribution channels. That means distribution channel assign to sales organization.

PATH: � IMG � Enterprise Structure � Definition � Sales & Distribution � Define, Copy, delete, check distribution channel

Go to new entries and define distribution channel e.g.PS : Plant Sales SS : Show Room Sales Save it and go back.

(C).DEFINE DIVISION(SPART): Division is nothing but a range of product.Material Masters are going to be maintain with specific to division. Sales Organization can have no of divisions. That means division should be assign to Sales Organization. PATH:

� IMG � Enterprise Structure � Definition � Logistics – General � Define, Copy, delete, check division. � Define division.

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SAP-SD 10

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Go to new entries and define divisions.e.g FW :Four WheelerTW : Two Wheeler Save it and go back.

4.DEFINE SALES OFFICE (VKBUR): Sales Office nothing but geographical aspect of Sales Area. Sales Area can have no of Sales Offices, that means Sales Office should be assign to Sales Area. PATH:

� IMG � Enterprise Structure � Definition � Sales & Distribution � Maintain Sales Office.

Choose existing Sales Office Ex: 1000,Click on copy as icon and define Sales Office (Ex:MSO) Save it and go back. 5.MAINTAIN SALES GROUP (VKGRP): Group of Sales Employees or an Physical Organizational Unit (Branch Office) can be define as a Sales Group. Sales Office can have no of Sales Groups. That means Sales Group should be assign to Sales Office. PATH:

� IMG � Enterprise Structure � Definition � Sales & Distribution � Maintain Sales Group.

Go to new entries and define Sales Group (SD1). Save it and go back. Note: Sales Area, Sales Office, Sales Group and Shipping Point define and maintain by SD Consultants. 6.DEFINE PLANT (WERKS): Plant is an highest organizational unit in MM Module. Which is responsible to make a plan and to manufacture materials. One Sales Organization can sell materials from no of plants, that are define under different company codes.Company code can have no of plants, that means Plant can be assign to company code. FAQ: Can we sub-divide Plant? Ans: Yes, it can divide into different no of storage locations. PATH:

� IMG � Enterprise Structure � Definition � Logistics – General � Define, Copy, Delete, Check Plant � Define Plant

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SAP-SD 11

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Choose existing Plant ex:1000,Click on copy as icon, define our plant by changing data. 7.MAINTAIN STORAGE LOCATION (LGORT): Storage location nothing but a sub-division of plant. Where we can maintain Raw-Material, Finished Products and Scrap. Plant can have no of storage locations that means Sales Location should be assign to Plant.Plant/Storage Location combination assign to Warehouse Complex. FAQ: Can we assign 1 storage location that has been define under 1 plant to another plant? ANS: No. PATH:

� IMG � Enterprise Structure � Definition � Materials Management. � Maintain Storage Location.

Specify the Plant under which the storage location is going to be defined in work area go to new entries and define storage location (SL1) save it and go back. Note: Plant and Storage Location defined and maintained by MM Consultants. 8.DEFINE SHIPPING POINT (VSTEL): Shipping Point is an independent organizational unit in SD module. Which is responsible to process inbound and outbound deliveries. A delivery can/should take place from one shipping point. Every shipping point has its own organizational data. Ex: Factory calendar, ship timings, picking, packing and loading times etc. Plant can have no of shipping points. That means shipping point should be assign to plant. PATH:

� IMG � Enterprise Structure � Definition � Logistics Execution � Define, Copy, Delete, check shipping point. � Define shipping point.

Choose existing shipping point. Ex:1000Click on copy as icon and define shipping point by changing the data. (MSP) Note: Shipping Point can be group of employees or physical organizational unit Which is responsible to process deliveries

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SAP-SD 12

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

ASSIGNMENT

1.Assign Company Code to Company:

PATH: � IMG � Enterprise Structure � Assignment � Financial Accounting � Assign company code to company.

Choose our company code from position (MUL1) and assign company.

2.Assign Sales Organization to Company Code:

PATH: � IMG � Enterprise Structure � Assignment � Sales & Distribution � Assign Sales Organization to Company Code

Choose our company code from find button (MUL1) select it and click on assign icon and choose our Sales Organization from the list. Save it and Exit.

3.Assign Distribution Channel to Sales Organization:

PATH: � IMG � Enterprise Structure � Assignment � Sales & Distribution � Assign Distribution Channel to Sales Organization.

Choose our Sales Organization (MUHO) from find button, select it, click on assign icon and select distribution channels (PS and SS) from the list. Save it and Exit.

4.Assign Division to Sales Organization:

PATH: � IMG � Enterprise Structure � Assignment � Sales & Distribution � Assign Division to Sales Organization.

Choose our Sales Organization (MUHO) from the find button, select it, click on assign icon and choose our divisions from the list. Save it and go back.

5.Set Up Sales Area (TVTA):

PATH: � IMG � Enterprise Structure � Assignment � Sales & Distribution � Set Up Sales Area.

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SAP-SD 13

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Choose our Sales Organization (MUHO) from find button, select it , click on assign icon and choose 2 Distribution channels from the list, select one distribution channel, click on assign icon and choose 2 Divisions from the list. Repeat the same process for another distribution channel also. Save it and Exit. 6.ASSIGN SALES OFFICE TO SALES AREA:

PATH: � IMG � Enterprise Structure � Assignment � Sales & Distribution � Assign Sales Office to Sales Area

Choose our Sales Organization (Sales Area) from find button and select 1 Sales Area, click on assign icon and choose our Sales Office from the list. Repeat the same process for another 3 Sales Areas also. Save it and Exit. 7.ASSIGN SALES GROUP TO SALES OFFICE:

PATH: � IMG � Enterprise Structure � Assignment � Sales & Distribution � Assign Sales Group to Sales Office

Choose our Sales Office from find button, select it and click on assign icon, select our Sales Group from the list. Save it and Exit. 8.ASSIGN PLANT TO COMPANY CODE (M M Assignment):

PATH:

� IMG � Enterprise Structure � Assignment � Logistics - General � Assign Plant to Company Code.

Choose our Company Code from find button, select it, click on assign icon, select our plant from the list. Save it and Exit. 9.SETUP SALES LINE: Sales line is the combination of single Sales Organization, single Distribution Channel and single Plant. Sales line allows the system to sell materials from different plants. It is a pre-requisite for Cross Company Sales.

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SAP-SD 14

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

PATH:

� IMG � Enterprise Structure � Assignment � Sales & Distribution � Assign Sales Organization – Distribution Channel – Plant

Choose Sales Organization from the find button, select the combination, click on assign icon and choose our plant from the list. Repeat the same process for another combination also. Save it and Exit. 10.ASSIGN SHIPPING POINT TO PLANT:

PATH:

� IMG � Enterprise Structure � Assignment � Logistics Execution � Assign Shipping Point to Plant

Choose our Plant from find button, select it, click on assign icon and select our Shipping Point from the list. Save it and Exit. ECO1 Transaction code for display the company structure. PATH:

� IMG � Enterprise Structure � Definition � Edit, Copy, Delete, Check Company Code � Copy, Delete, Check Company Code � Click on Organizational Structure � Click on Navigation � Choose our Company Code (Double Click or Choose)

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SAP-SD 15

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

MASTER DATA

Master Data is pool up data. That is going to be created centrally in the System and made available for documents. Master data doesn’t change frequently. CUSTOMER MASTER: We maintain customer details in the form of master data. Every customer master has a structure, that means it is made up with 3 sections i.e (a) General Data Section (KNA1): In general data section customer personal details like Name, Address, Postal Code etc is going to be captured. KUNNR is the field in KNA1 table where the customer number is going to be stored. (b) Company Code Data Section (KNB1): In company code data section customers financial details like reconciliation A/C no, Bank A/C no, Insurance No etc., is going to be stored. © Sales Area Data Section (KNVV): In Sales Area data section customer’s Sales, Shipping, Billing details are going to be captured. KNBP is a table for customer’s partner functions. KNVS is a table for customer’s shipping details is going to be stored. ACCOUNT GROUP: According to “Partner Functions” to each and every partner one account group is going to be defined and maintained by FICO Consultants. By using account group we can control customer master. By changing or assigning “Field Status” to each and every field in the customer master. FIELD STATUS: SUPRESS: It hides the field from the Customer Master. REQUIRED: Value should be maintained. OPTIONAL: Value may be or may not be maintained. DISPLAY: Field can be view. PARTNER FUNCTIONS: In addition to natural partners business treats customers.

a) Customers (KU) b) Vendors (LI) c) Contact Persons (AP) d) Sales Employee (PE)

Also as a business.

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SAP-SD 16

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Depending upon the partner type every partner has to fulfill /perform certain mandatory partner functions. While making transactions with business.

Ex :

(A) CUSTOMERS (KU) ---------------------------------------------

SP SH BP PY

| | | | Sold to Ship to Bill to Payer Party Party Party NUMBER RANGES: To identify the customer we require a unit identifier. i.e Number. We define one no. range and assign to Account Group with or without external option. Depending upon the external option system or user has to assign number internally or externally.

Account Group

Partner Function Number Number Range

Current Number

Extension

0001 Sold To Party 10 101-200 0

0002 Ship To Party 20 201-300 0

0003 Bill To Party 30 301-400 0

0004 Payer 40 401-500 0

DEFINE ACCOUNT GROUPS (OBD2): PATH: IMG Financial Accounting Accounts Receivable and Account Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Define Account Groups with Screen Layout (Customers) Select Account Group 0001 Go to details icon, account group 0001 : Name Sold to Party Check one time Account | |, check account one time A/c if customer belongs to one time A/c holder. Output Determination Procedure: Ex:

DB0001 Output for Sold to Party

DB0002 Output for Ship to Party

DB0003 Output for Bill to Party

DB0004 Output for Payer

In SAP we sent different output types, (Inquiry, Quotation, Order confirmation) to relevant partners (Sold to Party, Ship to Party) thru various transmission mediums. Ex:(Print, Fax, Email, Telex, EDI etc.,)

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SAP-SD 17

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Output can be determined by using component output determination procedure. System should know from where the output from the determined, whether from IMG or from Customer A/c Group, depending upon the control that we activate or de-activate. i.e “CHECK ACCESS TO CONDITIONS” in definition of output type. Maintain field status as in General Data, Company Code Data, Sales Area Data. DEFINE NUMBER RANGES FOR CUSTOMER ACCOUNT GROUP: PATH: IMG Financial Accounting Accounts Receivable and Account Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Create number ranges for Customer A/Cs (XDN1) Click on Change intervals. Click on insert intervals icon Specify number range key - specify lower limit of number range and upper limit of Number range and specify current no status as a 0(Zero). Check external option (If the user has to assign number externally) Save it. ASSIGN NUMBER RANGES TO CUSTOMER ACCOUNT GROUPS: PATH: same as above and choose our account group 0001 and assign our number range key, that we defined in the previous step (07). Save it and Exit.

Partner Determination: Path: IMG Sales & Distribution Basic Functions Partner Determination Setup Partner Determination Set up Partner Determination for Customer Master Go to New Entries Define Partner Determination Procedure Ex: Sold to Party Select Partner Determination Double Click on Partner Functions in Procedure Go to New Entries Partners SH, BP, PY and press enter Click on Partner Determination Procedure Assignment

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SAP-SD 18

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Select our Customer Group Click on Partner Functions Double Click on Account Group Functions Go to New Entries and Assign Partner Functions Ex: SP Account Group (ASRI) SH Account Group (ASRI) BP Account Group (ASRI) PY Account Group (ASRI)

Customer Master can be Created.

XD01 XD02 XD03

VD01 VD02 VD03

Create Change Display

If you use XD01 then Customer Master is going to be created centrally, that means Company Code data should be maintained. If you use VD01, then Customer Master is going to be created with specific to Sales Area, that means Company Code can not be maintained. PATH: Logistics Sales & Distribution Master Data Business Partners Customer Create VD01 or XD01 ACCOUNT GROUP: Choose Account Group ex:0001 from Account Group overview icon, double click. CUSTOMER: (Internal or External) Specify Company Code and Sales Area. Maintain data in General data session like Name, Address etc., maintain data in Company Code data session. Tab1 --- Accounting Management: Reconciliation Account No: 14000 (nothing but a GL No.) The value of this field used by the system to post Sales Revenues of this customer in respective GL A/c. Sort Key 003 : Sort Key can be used to list out line items of the Customer. Tab2 --- Payment Transactions: Check Payment history records. This control allows the system to record payment details of this customer in FD32 (Transaction Code / Customer Master).

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SAP-SD 19

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

MAINTAIN DATA IN SALES AREA DATA SECTION: SALES TAB: Assign Sales District of a Customer. The value of this field used by the system for statistical information purpose. PATH: IMG Sales & Distribution Master Data Business Partners Customers Sales Define Sales Districts Go to new entries > Define Sales Districts Assign Sales Organization to Sales Group that we defined in IMG. The values of this fields used by system for statistical information purpose. CUSTOMER GROUP (KDGRP): Ex: 01 Industrial Customer. Grouping of the customer to carry out pricing and to generate statistical reports. PATH: IMG Sales & Distribution Master Data Business Partners Customers Sales Define Customer Groups Go to new entries and define Customer Group. ABC CLASS (KLABC): Classify in the customer for ABC Analysis. CURRENCY (INR): System propose currency by default by depending upon the Sales Organization statistical currency. Switch off / Switch on rounding: It is a control to apply rounding profile to the customer. ORDER PROBABILITY: Ex: 100% together with Sales Order probability system determines the chances of completion of line item in the Sales Order. Ex: If customer makes inquiry, then there is a chances of 30% that he will ask the Quotation. If Quotation raised, then there is a chances of 70% that he raises the Purchase Order. Once he raised the Purchase Order, then chances of 100% to raise Sales Order. AUTHORIZATION GROUP: In IMG with help of BASIS Consultants we define authorization to a specific user (IN SUOI), user master records) by which by user can be restricted from accessing this object (Customer Master).

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SAP-SD 20

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

ITEM PROPOSAL / PRODUCT PROPOSAL: This is the concept by which user can place the order on behalf of the customer have been rExularly purchases same materials with or without default quantity. It works as a order entry tool. We create item proposal discounts in VA51, where by using document type PV where we create. When we list out all the materials that customer rExularly purchases and we assign the document number in Customer Master Sales Area Data Section sales tab item proposal field. During Sales Order processing user uses option “PROPOSAL ITEMS”. ACCOUNTS AT CUSTOMER: Assign account number if Business maintains with Customer (As a Vendor). UNITS GROUP: Ex: PAL Assign unit of measure that customer rExularly purchases. EXCHANGE RATE TYPE: Assign exchange rate type for customer. System uses exchange rate type, if Invoice is going to be settled in currency other than document currency. CUSTOMR PROCEDURE FOR PRODUCT PROPOSAL (PP CUST PROC): Ex :

A) PRODUCT PROPOSAL B) CROSS SELLING

together with document procedure for product proposal. System determines product proposal or cross billing.

Cross selling is the concept by which business can offer combination material for ordered material. Ex: for Computer, Computer stand can be suggested. PRICE GROUP: Ex: 01 Bulk Buyer Grouping of the Customer to carryout Pricing. Ex: Condition Type (KO20) used in pricing procedure.

PATH: IMG Sales & Distribution Basic Functions Pricing Maintain Price Relevant Master Data Fields Define pricing groups for customers Go to new entries and define price groups, Save it and Exit. CUSTOMER PRICING PROCEDURE: Ex: 1 standard Assign pricing procedure to customer, the value of this field used by the system as a one of the factor to determine pricing procedure. FAQ: How System determines pricing procedure? ANS: System determines pricing procedure by taking 3 factors into consideration

(a) Sales Area (b) Document Pricing Procedure (VOV8 of OR) (c) Customer Pricing Procedure (= default pricing procedure)

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SAP-SD 21

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PATH: IMG Sales & Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedure Define Customer Pricing Procedures. Go to new entries and Define customer Pricing Procedure, save it and Exit. PRICE LIST: Ex: 01 Wholesale Price List can be defined for group of customers to carry out pricing. PATH: IMG Sales & Distribution Business Function Pricing Maintain Price Relevant Master Data Fields Define Price List catExories for Customers Go to new entries and define Price List catExories by customers, save and Exit. CUSTOMER STATISTICAL GROUP: Ex: 1 Relevant for statistics. Grouping of the Customer to Generate statistical reports from LIS – Logistics Information System (Open Data Warehouse). PATH: IMG Logistics – General Logistics Info System Logistics Warehouse Updating Updating Control Setting : Sales & Distribution Statistics Groups Maintain Statistics Groups for Customers. Go to new entries and define Statistics Groups, save it and Exit.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SHIPPING TAB: Delivery Priority Ex: 01 High Assign Delivery Priority to Customer ship to party for a line item in the Sales Order. The Value of this field used by the system in back order and re-scheduling process. We maintain delivery priorities in Customer Material Info records as well as Customer Ship to Party. If you maintain in both areas, then system gives the priority for customer material info records. PATH: IMG Sales & Distribution Business Partners Customers Shipping Define Delivery Priorities Go to new entries and define delivery priorities, save it and Exit. SHIPPING CONDITIONS: Ex : 10 Immediately.

Assign shipping conditions to customers ship to party. The value of this field used by the system to determine shipping point for a line item in the Sales Order as a one of the factor. We maintain shipping conditions in Customer Master ship to party as well as Sales Documents header level. If you maintain in both areas, then system gives the priority for Sales document header. FAQ: How system determines shipping point for a line item in the Sales Order?

ANS: System determines shipping point for a line item in the Sales Order for taking 3 factors into consideration.

A) Shipping Conditions for Customer Master ship to party or Sales Document header.

B) Sales Document Header loading group from material master C) Delivery Point.

PATH: IMG Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Shipping Conditions Go to new entries, define shipping conditions, save it and Exit. DELIVERY PLANT: Assign Plant that we defined in IMG. FAQ: How System Determines Plant for a line item in the Sales Order? ANS: System follows search criteria for determine plant for a line item in the Sales Order.

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a) System first checks customer material info records. If Plant has been maintained, then it will take from Customer Material Info records or else it will go to “b”

b) Customer Master Ship to Party or else it will go to “c” c) Materials Master or else Plant should be determined manually during Sales

Order Processing. CHECK RELEVANT FOR POD: Proof of Delivery is the concept by which business can map “ACKNOWLEDGEMENT” business. In normal business process business delivery goods to the customer and customer in term sends acknowledgement for the goods that he received, then only business raises Invoice. To map this business scenario, proof of delivery can be used in SAP, that prevents the user from raising Invoice unless and until user confirm acknowledgment from the customer. POD TIME FRAME: Specify the time in days up to which system has to wait to receive POD confirmation, after that period system automatically allows the user to raise Invoice by assuming that goods reached to the customer place, then user releases the document by using transaction code VLPODQ (Automatic POD confirmation). CHECK ORDER COMBINATION: It is a pre-requisite to combine number of Sales Orders that belongs to same ship to party for collective processing. CHECK COMPLETE DELIVERY REQUIRED BY LAW: This control determines whether Sales Order should be splitted into different deliveries. PARTIAL DELIVERY PER ITEM: Blank Partial Delivery Allowed A Create a delivery with Qty > 0 B Create only one delivery (also with Qty=0) C Only complete delivery allowed D No limit to subsequent deliveries. The value of the field determines whether line item can be splitted or not. MAXIMUM PARTIAL DELIVERIES: 9 The value of this field restricts Max partial deliveries for line item in the Sales Order, that means Sales Order line item can be splitted by X / 9. CHECK UNLIMITED TOLERANCE: This indication allows un-limited tolerances for Sales Order line item QTY. UNDER DELIVERY TOLERANCE AND OVER DELIVERY TOLERANCE: Specify the limit in % for Under Delivery Tolerance and Over Delivery Tolerance. Ex: 10% and 10% Note: If unlimited Tolerance check, then limit need not be specify. TRANSPORTATION ZONE: The value of this field used by the System to determine ROUTE for a line item in the Sales Order as a one of the factor.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

BILLING TAB: Check subsequent Invoice processing: This control determines that manual posted invoices should be printed out.

Check Rebates: Active this control as a pre-requisite, if the business want to map rebates.

Check Price Determination: This indicator allows / is a pre-requisite to determine price for customer hierarchy.

Invoicing Dates and Invoicing List Dates: Assign factory calendar to generate invoices and invoice list.

Invoice List: Invoice list is the list of invoices, that particular customer payer should pay. The list given to collection agent who us the responsible to collect money from customer for which he will be paid factoring discount. FAQ: If Customer Payer accepts invoices and invoice list how do you configure it? ANS:

CALENDERS

PATH: To define Factory Calendar IMG Sales & Distribution Master Data Business Partners Customers Billing Document Define Billing Schedule.

(a) Define Public holidays: Click on change icon Click on create icon Select with fixed date and click on create icon Choose day, month specify short and long description and click on create, go Back. (b) Define Holiday Calendar: Click on change icon Click on create icon Specify public holiday calendar ID with Description Validity Periods, click on assign public holiday And choose our public holiday from the list and click on assign public holiday. Save it and go back. © Define Factory Calendar: Click on change icon Click in create icon Specify factory calendar ID with description Specify validity periods and assign holiday Calendar ID and check working Days.

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INCOTERMS: CIF (Costa, Insurance and freight) Assign Incoterms to change freight Condition Type (KF00) used by the system in pricing procedure. International Chamber of Commerce of terms of liability for freight in transit.

The terms and conditions defined by ICC that should be avoid by shipper and ship to party. Terms of Payment: Ex: 0001 – Payable Immediately Due net 0002 – With in 14 days 3% Cash Discount With in 30 days 2% Cash Discount With in 45 days due net.

Assign Payment terms for customer / payer according to which customer should pay the money and Cash Discount will be granted. Condition type SKTO used in pricing procedure. PATH: IMG Sales & Distribution Master Data Business Partners Customers Billing Documents Define terms of payment Go to new entries and define payment terms.

Path is same for incoterms also.

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Credit Control Area

Assign Credit Control Area to Customer Payer. Credit Control Area is responsible to grant and to monitor credit for the customer. It is a responsible organization unit in FICO module. Payment Guarantee Procedure 0001 – Letter of Credit 0002 – Payment Cards Assign customer payment guarantee procedure to the customer payer. Together with document guarantee procedure systems determines payment guarantee procedure to the sales document line items. If payment guarantee procedure assigned, then system activates “Receivable Risk Management Component” by which business can assess the risk that is going to be involved with customer transactions. Account Assign Group: 01 – Domestic Revenues 02 – Foreign Revenues 03 – Affiliated Company Revenues Grouping of the customers to update / to post Sales Revenues, Sales deductions, Freight revenues and Tax revenues in respective General Ledger Accounts. It is a pre-requisite for SD and FICO intExration along with Material Management assignment group. OUTPUT TAX: Assign Tax responsibility for customer payer. Ex: 1 – Liable for Tax 0 – Tax Exempt To determine Tax code, system uses of takes 2 factors in to the consideration.

a. Tax classification numbers from customer master and material master b. Country Keys of customer and delivering plant.

To get the Tax classification number from customer master SAP follows Search criteria. 1. System first takes Payer if sold to party and payer different. Or else 2. From Ship to Party. Or else 3. From Sold to Party.

PARTNER FUNCTIONS TAB: Check weather relevant partner functions determined by system according to the partner functions or Account Group. That are: S P - Sold to Party S H – Ship to Party B P – Bill to Party PY – Payer Save it and note down the customer number --------- that shown in the status bar.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

FAQ: If ship to party wants to receive shipment on particular day. Ex: Saturday. How do you configure it? ANS: By defining Factory Calendar. PATH: IMG Sales & Distribution Master Data Business Partners Customers Shipping Define Customers Calendar In the same path define goods receiving hours. Ex: 001 week days. Assign these goods receiving hours in General Data Section unloading points tab and goods receiving hours option. FAQ: Can you create Customer Material info records from customer master? Ans: Yes PATH: XD02 or VD02 Sales Area Data Session Environment Then, Customer Material information FAQ: Can you block customer from customer master? ANS: Yes PATH: DX02 or VD02 Sales Area section, Extras, Blocking Data, specify the particular area.

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MATERIAL MASTER

FICO Settings: Define and Assign Fiscal Year variant to company code. Fiscal Year is nothing but a Financial Year.

a. K4 – Calendar Year / Dependent. Ex: Jan –Dec b. V3 – Year Dependent. (Apr – Mar)

Path: IMG Financial Accounting Financial Accounting Global setting Fiscal Year (a) Maintain Fiscal Year variant Assign Company Code to a Fiscal Year variant. Choose our company code and assign Fiscal Year variant. Save it and Exit. Define and Assign Chart of Accounts to Company Code: Company Accounts is nothing but a list of General Ledger Accounts. Path: IMG Financial Accounts General Ledger Accounting G/L Accounts Master Records Preparations Assign Company Code to Chart of Accounts. Choose our company code from position button and assign chart of accounts as a INT (International). Save it and Exit.

M M Settings

Assign Materials type at company code level (OMSY). Choose our company code and assign Fiscal Year (Current Year) then specify posting period accordingly to Fiscal Year variant. If it is K4 then every 3 months as a period. Check ABP (Allowed Back posting Periods). Save it and go back. QTY / Value updating (OMS2): In SAP materials catExorized as a finished products, semi – finished products, Raw Materials etc., Ex: FERT – Finished Products HALB – Semi-finished Products ROH – Raw Material HAWA – Trading Goods VERP – Packaging Material LEIH – Returnable Packing Materials NLAG – Non Stock Material PIPE – Pipe Line Materials Materials are valuated usually at company code level or plant level.

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Choose FERT from position button and click on QTY / Value updating control button. Choose valuation area (Plant) material type (FERT) and check QTY updating. Save it and Exit. Maintain material master is the involvement of MM, PP, QM, SD, WM, FICO consultants. Material Masters are maintained with specific to SD division. Material Master can be maintain in MM module as well as SD module depending upon material type. If it is finished Product, then Material Master can be maintained in both areas. If it is HAWA, usually that is going to be maintained in SD. MM01 – Create MM02 – Change MM03 – Display PATH: Logistics Material Management Material Master Material Create (General) MM01 – Immediately OR Logistics Sales & Distribution Master Data Products Material Other Material MM01 – Create Material Internal assignment depending upon the material type, Industry Sector – Mechanical Engineering The material that we are going to create belongs to certain industry sectors. Ex: Chemical Industry, Pharmaceutical Industry etc., Material Type: Ex: Finished Product The material that we are going to created belongs to certain material type. Ex: Finished Product, Raw-Material, Semi-finished Product etc., Depending upon the material type system can understand whether material can be procured internally or externally. If it is FERT, then both procurements are possible. If it is a HAWA only external procurement possible so that depending upon the material type system proposes relevant views. Click on select views and select

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Basic Data Sales : Sales Organization Data 1 and 2 Sales : General / Plant Data General Plant Data / Storage 1 General Plant Data / Storage 2 Accounting Data 1 Click on Organizational levels. Specify our Plant, Storage Location, Sales Organization, Distribution Channel Click on continue Maintain Data in Basic Data 1 Specify description : Specify Base Unit of measure: (EA) Specify Material Group : 00104 Grouping of the Materials to generate statistical reports and to carryout pricing. Assign Division: 4W (SD Division) General item catExory Group: By default it is NORM depending upon the material type system proposes general item catExory group. The values of this field used by system as a one of the factor to be determine sales order line item as a Standard item, Free of Charge item, Service item, Value item and Text item. Ex: 0001 - Make – to – Order 0002 - Configuration BANC – Individual Purchase Order BANS – Third Party Item DIEN – Service without delivery ERLA – Structure / Material .Above LUMF – Structure / Material . Below BOM – Items Bill of Materials LEAS – Lease Item VERP – Packing Material LEIH – Returnable Packing Material LEIS – Service or Delivery Item NLAG – Non-stop Material VCIT – Value contact item. Specify Gross and Net Weight 2 Kg and 1 Kg subsequently. Sales : Sales Organization Data1: Sales Unit specify Sales Unit. Ex: Box Conversion factor 1 Box = 10 each items. Delivering Plant: Assign Delivering Plant from where the material to be picked. Cash Discount: It is a pre-requisite to grant Cash Discount for the material. Condition type SKTO – SKTV used in pricing procedure. Tax Classification Number: Assign Tax responsibility of the material. The value of this field used by system as a one of the factor to determine Tax Code. QTY Stipulation: Minimum Order Qty Ex:10. The order should be placed with this minimum Qty, otherwise system issued warning message.

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Minimum Delivery Qty: Ex: 20 each. The order should be delivered for this stipulated Qty, otherwise system issues warning message. Delivery Unit: 2 Boxes. Conditions: Maintain Sales Price (PROO). Ex: 1 Box = 1000/- Sales : Sales Organization 2: Ex: 1 – Relevant for statistics. Grouping of the materials to update LIS with the transactions of the material. Volume Rebate Group: Ex: 01 – Max Rebate The value of this field used by system for rebate settlement. Material Pricing Group: Ex: 01 – Standard Parts. Grouping of this materials to carryout pricing. Condition type K020 used by the system in pricing procedure. Account Assignment Group: Ex: 03 – Finished Goods Grouping of the materials to post Sales Revenues, Sales Deductions, Freight Revenues and Tax Revenues in respective GL A/cs. It is a pre-requisite for FICO and SD intExration along with “ACCOUNT GROUP OF CUSTOMERS”. General Item CatExory Group and Item CatExory Group: NORM, the value of this field used by the system as a one of the factor to determine item catExory for a line item in the Sales Order, FAQ: How system determines Item CatExory for a line item in the Sales Order? ANS: System determines item catExory for a line item in the Sales Order by taking 4 factors into consideration.

a) Sales document type (that end users enter). Ex: TA/OR + b) Item CatExory Group (from its Material Master). Ex: NORM + c) Usage of the Material (of the Material). Ex: NIL + d) Higher level item catExory (of the line item) Ex: NIL = default item catExory (of line item). Ex: TAN Standard item.

Sales : General / Plant: Availability check. Ex: 02 – Individual requirements. It is a checking group of availability check. The value of this field defines whether and how system has to carry out TOR and availability function for this material if it is placed in the Sales Order and Delivery document. If it is to be carried out, then what kind of requirement it has to generate whether individual requirements or collective requirements. If it is individual requirements, then system creates demand with MRP for each Sales Order.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

With individual requirements we can have a clear view of the requirements for this material in CO09. If it is summarized requirements, then system create demands with MRP for this material at a time. Ex: Weekly once i.e. Monday, when the business raises number of Sales Orders this kind of requirement to be advisable. It also defines how long system has to wait i.e. as long as MPR elements (Purchase Requisitions, Purchase Orders etc) existed or up to RLT time (Replenishment lead time). RLT is the time that required by business to procure materials internally or externally. Together with “Checking Rule” it controls availability check. Check Batch Management: This indicator is a pre-requisite if the material is to be processed batch wise. Transportation Group: Ex: 0014 – On Palettes Grouping of the materials that required similar requirements for transaction. The value of this field used by the system as a one of the factor to determine “ROUTE”. Loading Group: Ex: 001 – Crane Grouping of the materials that required similar requirements for loading. The value of this field used by the system as a one of the factor to determine “Shipping Point”. Sales Text: Plant Data / Storage 1 and Storage 2 Maintain data in this 2 views, if the material is to be managed in warehouse. Extend the material into these 2 views to initiate the stock in storage location or plant. ACCOUNT1: S – Standard Price V – Moving average Price Depending upon the material type system proposes standard price or moving average price. The value of this field used by system to valuate the stock. If it is standard price, then system valuates the stock with out taking inventory movements into consideration. If it is moving average price system valuates the stock by taking inventory movements into consideration. It represents cost price. Condition type VPRS used by system in pricing procedure to calculate profit margin. Maintain standard price. Ex: 1000

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D O C U M E N T S Document is nothing but a data container. Document can be used as a proof of transaction and they can be used to capture transactional details. To simplify business/ processes documents has been catExorized into 3 sections with respect to Sales and Distribution.

a. SALES DOCUMENTS b. DELIVERY DOCUMENTS c. BILLING DOCUMENTS

SALES DOCUMENTS: Sales related Business data is going to captured into sales documents.

Sales document types: To map different different processes/transaction, sales documents has been catExorized into 4 sections.

1.PRE SALES ACTIVITIES: Ex: Inquiry (AF/IN)

Quotation (AG/QT)

2.SALES ORDER: Ex: Standard Order (TA/OR) Cash Sales (BV/CS) Rush Order (SO/RO)

The Cash Sales and Rush Order are called as a special Sales Orders.

3.Customer Outline Agreement: There are two types. They are

1.Contracts 2.Schedule Agreement. The difference between contracts and scheduling agreement is

Contracts: These doesn’t have Schedule Agreement.

Schedule Agreement: Schedule Agreements do have schedule times.

a. CONTRACTS (K): Qty contract (KM/NMS) Value Contracts (WK1, WK2)

Service Contracts (WVSC) Rental Contract (MV/QP) Master Contract (GK)

c. SCHEDULING AGREEMENT: Scheduling Agreement with delivering Schedule called as BL and Schedule Agreement with delivery order called as LZM

4.CUSTOMER COMPLAINTS: Ex: Credit Memo requests (G2) Debit Memo requests (L2)

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Returns (RE) Subsequent Free of charge Deliveries (SDF) Free of Charge Delivery (CD) Samples Invoice correction request (RK) In addition to these to MAP consignment business process

a. Consignment fill up (KB/CF) b. Consignment Issue (KE/CI) c. Consignment Returns (KR/CR) d. Consignment Pick up (KA/CP)

SALES DOCUMENT ARCHITECTURE

HEADER LEVEL CATEXORIES VBAK

ITEM LEVEL CATEXORIES VBAP

SCHEDULE LINE CATEXORIES VBEP

IN/AF QT/AG OR/TA BV/CS SO/RO

Del Imm LF LF LF Imm LF Imm

Del Del Del

Bill F2 F2 F2 F2

To define different types of Sales documents, SAP has given one standard format. That standard format has an architecture i.e every Sales Document is made up with 3 types

a. Header Level CatExory( VBAK):

At a header level CatExory Data like.. Master Data, Organizational Data etc. is going to captured. The Data that is going to be captured at header level applies to whole document. Header Level CatExory is controlled by document type. Ex: AF, KG, TA, BV, SO etc.

b. Item Level CatExory (VBAP):

Every Sales Documents should have Line Items. Those Line Items contains Data Ex: Plant, Storage Location, Shipping Point, Route, Net Price etc and the Data applies to the particular Line Item only. Sales Order Line Items controlled Item CatExory. Ex: TAN (Standard Item),

TANN ( Free of Charge) TAD (Service Item)

TATX (Text Item) TAW (Value Item) TAB (Individual Purchase Order) TAS (Third party Item)

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Depending upon the Item CatExory Sales Order Line Item can be controlled with respective pricing, Inventory management, TOR. (Transfer of Requirement).

c. Schedule Line CatExory (VBEP):

Require Delivery Date and Qty to be confirmed is called Schedule lines. Every Line Item in the Sales Order may have one or more than one Schedule lines. Schedule Lines of Line Item causes to create delivery document for Line Item, that means it acts as basis to create delivery document. Depending upon the transaction type document may have activated or de-activated schedule lines. Schedule Lines are controlled by Schedule Lines CatExory.

Ex: CP - deterministic the MRP. CN - No MRP

V B A K

Sold to Party :

Ship to Party : H L C

P O No: Net Ord Val 735

LIST P O Dt:

Item Material Quantity Item Material Order Price

No No QTY

10 Rice 100 Kg 10 Rice 100 Kg 100

20 Wheat 200 Kg 20 Wheat 200 Kg 200

30 Tooth Paste 100 Gm 30 Tooth Paste 100 Gm 100

40 Soaps 10 35 Tooth Paste 25 Gm 25

50 Good Day 1 40 Soaps 10 100 I L C

60 Service (for Mixer) X 50 Good Day 1 10

70 Papad 1 Pack 60 Service X 100

70 Papad 1 Pack 100

TOTAL 735

Req Del Order Confirmed

Date QTY Qty

Today 100 Kg 100 Kg

Today 200 Kg 100 Kg

Tomorrow 100 Kg S L C

Today 1 Pack 1/2 Pack

Tomorrow 1/2 Pack

PR PO GR INV VP

Pruchase Requisition Purchase Order

Goods Received Invoice

Vendor Pmt

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INVOICE (F2)

Item Material Picked Price

PICKING LIST (LF) No Qty

Item Material Order Picked 10 Rice 100 Kg 100 Standard

No Qty Qty 20 Wheat 100 Kg 100 Standard

10 Rice 100 Kg 100 Kg 30 Tooth Paste 100 Gm 100 Standard

20 Wheat 200 Kg 100 Kg 35 Tooth Paste 25 Gm 25 Standard + Free of Charge

30 Tooth Paste 100 Gm 100 Gm 40 Soaps 10 100 Standard

35 Tooth Paste 25 Gm 25 Gm 50 Good Day 1 10 Standard

40 Soaps 10 10 60 Service X 100 Service

50 Good Day 1 1 70 Papad 1/2 Pkt 50 Third Party Item

60 Service X X Total 585

70 Papad 1 Pack 1/2 Pkt Less : Discount 25

Total Price 560

Third Party Sales ���� Direct Delivery to Customer by Vendor Individual Purchase Order ���� Stock Delivered by vendor to business and stock dispatched from business to customer. ATP ���� Auto Check ATP=WH+PR-PI WH � Warehouse Stock PR � Plan Receipts PI � Plan Issues

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Define Sales Document Header (VOV8) PATH: IMG Sales & Distribution Sales Sales Documents Sales Documents Header Define Sales Document Types Go to New Entries � Specify Sale Document Type (Z01 – Standard Order) SD Doc CatExory: Ex: C – Order It is a catExorization of Document type as a Order or Inquiry, Quotation etc., The value of this field used by the system to determine status of preceding Documents (IN,QT) and proceeding documents (LF/F2).

The Document type name can be used to define schedule line catExories as a naming convection.

INDICATOR: Technically it is another classification of document type, that is going to be stored in a table (TVAK). Ex: RK Sales Document Block: Values are Blank – No Block A – Only Automatic Creation Allowed. Ex: for rebate processes X – The Sales Document Type is Blocked The value of this field used by the system to block the document at client level. Numbers Systems: Number range internal assignment Number range external assignment In IMG we define number ranges one is with in internal another one is with external and assign to sales document header. So that system or user assigns number internally or externally to sales document. Item number increment and sub-item number increment: Assign item numbers for main item and for sub-items in the Sales Order. So that system generates line item numbers and increments accordingly to each and every line item. FAQ: Is it possible to assign line item numbers manually during Sales Order Processing? ANS: Yes

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General Control: Reference Mandatory: The value of this field makes preceding document as a mandatory to this document type. Ex: For QT – IN is mandatory For TA – QT is mandatory. Check Division: Blank – No dialog

1 - Dialog 2 – Error

The value of this field determines system response when item division defines with header division. Ex: Warning or Error ORDER PROBABILITY: 100% Together with customer Probability VD01, System calculates the chances of completion of line Item with the Sales Order Ex : If it is Inquiry AF 30% Quotation AG 70%

TA 100% CREDIT CHECK Blank No Credit limit check A Run simple credit limit check and warning message. B Run simple credit limit check and error message. C Run simple credit limit check and delivery block. D Credit management Automatic credit control. Assign whether and how system has to carry out Credit Check for the Sale Document:

Ex: No Check or simple Credit Limit Check. And Automatic Credit Check

In business granting Materials on credit is quite common. While granting Credit to the customer the business should be very cautious otherwise Business may be Bankrupted, so as to avoid this kind of situation SAP delivered a Feature called Credit Management/ Risk Management by using this tool whereas Credit checks can be carried out while processing the document. Once the Credit Limit has been exceeded the system response according to the value that will specify in this field i.e. A to C (for simple credit check) OR D- Credit Management: Automatic change according to OVA8 to define Automatic credit check)

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SIMPLE CREDIT CHECK: In simple credit check, system gets credit exposure by comparing customer credit limit with total value of the document + open Items. If credit limit has been exceeded then system responds according A to C.

AUTOMATIC CREDIT CHECK In automatic credit check, system gets credit exposure from total off open orders, open deliveries, open receivables and open items. If the credit limit has been exceeded then system response according to the value will specify and OVA8, the system has to carry out Automatic Credit Check then the value D should be assigned. In automatic credit check there are various checks available that are:

• Dynamic credit check

• Static Credit check

• Total Document value

• Next review date

• Critical fields

• Highest dunning level and

• User Level CHECK CREDIT LIMIT Blank No Credit limit check A Run simple credit limit check and warning message. B Run simple credit limit check and error message. C Run simple credit limit check and delivery block. D Credit management Automatic credit control. CREDIT GROUP: Credit group Credit for Sales Order

01 Group for Sales Order 02 Credit Group for Delivery 03 Credit Group for Goods Issue

As Credit related decisions can be taken only at three levels in Business Processes i.e.

• Sales Order level. • Delivery level • PGI Level (Post Goods Issue)

So that Documents configure for credit management at this three levels. OUT PUT APPLICATION OUT PUT APPLICATION [V1 Sales] Specify the Application Area where the output determination procedure should be applied as SD Module there are different documents can be generated with different output types and send to relevant partner function through whereas transmission mediums

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MATERIAL ENTRY TYPE: The value of this field determines how the material can be entered in Sales Order i.e. by specifying Material No. or by using product catalogue ITEM DIVISION: Check Item Division: This control allows the system to copy its division from Material Master and proposed into Sales Document. If it is de-activated then system doesn’t copy the Material Division from its material Master and automatically applies Header division to all the Line Items in the Sales Order.

READ INFO RECORD CHECK READ INFO RECORD This allows the system to Read Customer Material Info Record if it is existed.

Check Purchase Order Number: The value of this field checks whether Purchase Order number is existed or not for this sale document type.

Check Enter Purchase Order Number: If it is activated, then system takes current date as a P O date.

Commitment Date: The value of this field specifies commitment date for the sales order line items.

Transaction Flow: Screen Sequence Group: Ex: AU – Sales Order. The value of this field specifies with screens with sequence they have to be display during Sales Order processing.

In-completing Procedure: Ex: 11. Is a concept by which SAP reminds the user about the fields in which values has not been maintained while saving the document. So that the user will have a choice to maintain data in those fields before saving the document, otherwise the user will have to face the problem while processing subsequent documents as the values of those fields will have a greater influence on subsequent documents. Ex: P O Number, Pricing, Payment Terms and Incoterms.

Transaction Group: Ex: 0 – Sales Order. The value of this field updates indexes of the sales document type internally. If the value has not been maintain, then system can not insert the records.

Document Processing Procedure: Assign Pricing Procedure to sales document. The value of this field used by the system as a one of the factor to determine pricing procedure. Status Profile: In IMG to be define status profile to define system statuses as well as user statuses for this sales document type.

Alternative Sales Document Type 1 : Ex: Assign RO/SO Alternative Sales Document Type 2 : Ex: Assign CS/BV Alternative Sales Document types can be assigned to this sales document type, so that the user will have a choice to switchover into those documents while processing this document type.

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Pre-requisites:

1. Number ranges should be same. 2. Document catExories A,B,C,D,I,K and L only can be reference as a

alternative sales document types with each other. Indicator should not be set. 3. Sales Documents should be blocked. 4. Un-check item division. 5. Commitment date should be same. 6. Billing plant type should be same. 7. Payment guarantee procedure should be same. 8. Payment Card plan type should be same. 9. Checking group should be same.

Variant: In IMG we define variants with held of ABAPers. Ex: Screen Variants by which default values, default Tabs can be proposed for a sales document type. Display Range: UALL – All Items UHAU – Main Item UMAR – Selected Item The value of this field determines which line status can be displayed during Sales Order processing. Function Code for Overview Screen: Ex: UER1 – Press Enter to go to General Over View. The value of this field determines which Tab system has to propose by default. Once the user press enter after specifying document type and sales area. It facilitates order entry.

Quotation Messages: The value of this field reminds the user about the open quotations if they are existed at header level or item level in a popup box, then the user will have a choice to complete those open quotations first or the user can ignore the open quotations and he can proceed.

Outline Agreement Messages: The functionality is the same like above field, but system shows message about outline agreements. Additional reference to all contracts for partner is authorized to release. In business Sold to Party or Ship to Party may be authorize to release the contracts. If the partner is existed in other contracts and if they are open, then system takes those documents also into consideration and shows the message. Message Master Contract: The value of this field reminds the user about the open master contracts for contract documents. It is relevant for master contracts. Product Attribute Messages: The value of this field determines system responses if product attributes are going to be change during Sales Order processing whether warning or Error messages.

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Check Incomplete Messages: This indicator determines whether this Sales Document type can be saved without having values in certain fields that are assign to incompletion procedure. This field is de-activated then the document can be saved without having data in those fields. If it is activated then document can not be saved. Scheduling Agreement: This section deals with only scheduling agreement document type.

Correction Delivery Type: Ex: LFKO. Assign delivery document type LFKO for scheduling agreement types to correct the deliveries in scheduling agreement. System automatically proposes this delivery document type when the user initiates correction deliveries with reference to this scheduling document types. USE: Ex: E – Spare Parts M – Sample S – Sterilized Parts. In scheduling agreements one material can be given with different usages. The usage can be specifies at header level that applies to all line items in the scheduling agreements. MRP for Delivery Scheduling type: The value of this field determines whether system has to carry out MRP on scheduling agreement line items. Delivery Block: Delivery Block can be specified at scheduling agreement document header level. So that system proposes delivery block for all items in the scheduling agreement as some one in the business has to check scheduling agreement before initiating outbound deliveries.

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Shipping Section This section deals with shipping activities. Delivery Type: Ex: LF. Assign Delivery Document Type “LF” for this Sales Document types. So that system automatically proposes this delivery document type LF when outbound delivery is going to be initiated with reference to this Sales Document Type. Delivery Block: Assign delivery block for sales document header so that system automatically proposes delivery block for all line items in the sales document as some one in the business has to check sales document before initiating outbound delivery.

It is relevant for Free of Charge deliveries.

Shipping Conditions: Assign shipping conditions to sales document header. The system automatically proposes for all the line items in the Sales Order. The value of this field used by the system as a one of the pre-requisite to determine shipping point. This value will be given priority while determining shipping point. It is relevant for BV and RO.

Shipping Cost Info Profile: Ex: Standard. In IMG we define shipping cost info profile in which we can specify transactions planning point, shipping type, shipment cost calculation procedure etc., That is used by system for shipment and transportation. Immediate Delivery: Ex: Blank – Create Delivery Separately. A – Create Delivery Immediately. X – Create Delivery Immediately if Qty confirmed today. The value of this field causes to create immediate delivery document for sales document.

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BILLING

This section deals with billing activities for this document type. Delivery Related Billing Type: Ex: – F2 Order Related Billing Type : Ex: - F2 Assign document type for Delivery Related Billing Type and Order Related items in the Sales Order. System automatically proposes billing document type F2 for this sales document type when the billing process is going to be initiated. Inter Company Billing Type: Ex: IV. Assign billing document type IV the system automatically proposes for inter company billing transactions. Billing Block: Assign billing block at sales document header level the system automatically proposes for all the line items in the sales document before initiating invoice process has some in the business has to check sales document before initiating invoice process with reference to this sales document type. It is relevant for Credit Memo request and Debit Memo request sales document types. Condition Type line Items: Ex: 02. Assign condition type that is used by system as a base to carryout pricing based on the Sales Order line item cost. It has a intExration with FICO. Billing Plan Type: Ex: 01 – Milestone Billing 02 – Periodic Billing Assign billing plan type for Sales Document header level that applies to all line items in the Sales Order. Ex: Periodic Billing. The entire value to be billed in full amount on each billing plan date. Ex: It can be user rental contracts or maintenance contracts. Milestone Billing: The total value to be billed is distributed between the individual planning dates. It can be a percentage amount or absolute amount. Ex: It can be used Projects. Payment Guarantee Procedure: Together with Customer Payment guarantee procedure system determines payment guarantee procedure for a line item in the payment guarantee procedure in the Sales Order. System activates receivable risk management component in FI Module. Payment Card Plan Type: Ex: 03 – Payment Card. Assign Payment Card plan for Sales document line item in the Sales Order. Checking Group: Ex: 01 – Standard. Assign checking group to carry out checks on payment cards. Requested Delivery Date / Pricing Date / Purchase Order Date: This section deals with default dates in sales documents for deliveries, Pricing etc.,

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Lead Time in Days: Ex: 7. System adds current date to the 7 days and proposes required delivery date in the sales document. Date Type: Ex: 1 – Day ‘2 – Week ‘3 – Month Date format for schedule lines can be assigned. Proposed Pricing date based on the requested delivery date. The value of this field specifies which date system has to propose by default for pricing. Proposed Valid from Date: The value of this fields specifies when the document should come into force. Check Propose Delivery Date: This indicator takes current date and proposes as a delivery date. It is relevant for Cash Sales and Rush Sales. Check Propose Purchase Order Date: This indicator proposes current date as a Purchase Order date. CONTRACT This section deals with contract documents. Ex: SC – Service Contract. Pricing Procedure Condition Header: Ex: PABROI. Assign pricing procedure for contract sales document header level i.e. proposed by system automatically for contract. Pricing Procedure Condition Item (PABR02): Assign pricing procedure for contract document item level that applied to line item. Contract Profile: Ex: 0001 – One Year Contract. In IMG we define contract profiles in which we define contract starting date, ending date, cancellation rules etc., that is going to be used by this contract document type. Billing Request (IRC – Debit Request Memo): Assigning Debit Memo Request to compensate business in service contracts. Grand Referencing Procedure: In IMG we define referencing procedure. Ex: SDGK – Standard. That can be used by the system to assign lower level contracts to master contracts. Through this referencing procedure system can understand which fields can be copies which fields can be changes. It is relevant for master contract document type GK. Contract Data Allowed: The value of this field specifies whether contract data is allowed for this document type or not. If you assign X then the changes that we are going to carried out at header level is not going to be effected at item level.

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If you assign Y that the changes that we are going to carried out at header level applies to item level. Follow Activity Type: Ex: 0003 – Sales Letter. We specifying follow up activity type for contract sales document type that is to be created when sales activity is defines as follow up action which is going to be proposed when the user initiate the creating of follow up action from follow up action work list. Ex: 0003 – Assign to Rent of Contract (MV). Path to Create Follow Up Actions outline agreements. Contract Subsequent Functions Follow up actions and maintain selection screen Click on Execute and Choose all contracts with the follow up action. Create Sales Activity and go to edit follow up actions then the dialog box will display in which system proposes sales activity 0003 save it then system automatically created follow up activity type for selected contracts. Subsequent Order Type: Ex: AG. Assign follow up order type automatically created as a subsequent processing. Ex: A maintenance contract is a validity period of 1 year for that contract follow up order type AG is assign which is to be created 2 weeks before the contract end date. Then go to outline agreements ���� Contracts ���� Subsequent Functions ���� Follow up Actions, then system automatically proposes follow up order type “AG” that has to be assign to this document type. Check Partner Authorization: In contracts some partners are authorized to enter to release the contracts. The value of this field checks whether the partner is authorized to release the contracts or not. AA – Sold-to-Party authorized to release the contract. AW – Ship-to-Party authorized to release the contract. Check Update Lower Level Contracts: This indicator causes to update lower level contracts that are assign to Master Contracts. Availability Check: Business transaction type OR, SO has to confirm the quantities system has to carry out availability check. In SAP availability check can be configured by following 3 methods.

a. Availability Check using “ATP” (Availability to Promise) Logic / Planning. b. Availability Check against Product Allocation. c. Rule based availability check.

In Rule based availability check system carries out “GATP” (Global Availability to Promise) in APO system (Advanced Planner and Optimizer).

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CLIENT LANDSCAPE

S C M

S E M A P O

R / 3

C R M B I W

S R M

R/3 transfer the requirements of the Sales Order or the delivery through APO system thru CIF (Central Interface) and APO carries out GATP and returns the results of the GATP to R/3. If system has to carried out GATP in APO system then in R/3 sales document header level at availability check session in business transaction field document type should be assigned. It is not relevant for CS and RO. Define number ranges for Sales Documents: Path: IMG Sales & Distribution Sales Sales Documents Sales Document Header Define Number Ranges for Sales Documents (VN01) Click on change intervals icon. Click on Insert intervals icon and define 2 number ranges 1 is with external option and another one is with out external option. Go to define sales document types (VOV8) choose sales document type and assign those 2 number keys in number system section. Define Purchase Order types: Here purchase order types DFUE – Data Transfer MUEN – Orally SCHR – Written TELE – By Telephone. Define Order Reasons (OVAU): Go to new entries and define Order Reasons.

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Define Usage Indicators: Here scheduling Agreements line item usages defined. Ex: Spare Parts, Sample, Serialized Parts.

Assign Sales Area to Sales Document Types: There are 3 Sales Areas in the Business. Ex: 0001, 01 and 01. If Sales Document Type OR is authorized under this particular Sales Area then configuration setting:

1. Grouping together Sales Organization Sales Organization Reference Sales Organization

‘0001 ‘0001

2. Grouping together Distribution Channel Sales Organization Distribution Channel Distribution Channel ‘0001 ’01 ‘01 3. Grouping together Divisions Sales Organization Division Division ‘0001 ’01 ‘01 4. Assign Allowed Order Types to Sales Areas. Ref Sales Orgn Distn Channel Division Sales Doc Type ‘0001 ’01 ’01 OR

SALES AREA 2: Ex: 0002, 01, 01. If Sales Document type OR to be assigned to this Sales Area.

1.Grouping together Sales Organization Sales Organization Reference Sales Organization

‘0002 ‘0001

2.Grouping together Distribution Channel Sales Organization Distribution Channel Distribution Channel ‘0002 ’01 ‘01 3.Grouping together Divisions Sales Organization Division Division ‘0002 ’01 ‘01

SALES AREA 3: Ex: 0002, 01, 02.

1.Grouping together Divisions Sales Organization Division Division ‘0002 ’02 ‘01

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Assign Sales Area To Sales Document Types:

A. Combine Sales Organizations: Choose Sales Organization and assign same Sales Organization as a Reference Sales Organization. Save it and go back.

B. Combine Distribution Channel: Choose our Sales Organization and Distribution Channel and assign same distribution channels as a Reference Distribution Channels. Save it and go back.

C. Combine Divisions: Choose our Sales Organization and Division and assign same Division as a Reference Division. Save it and go back.

D. Assign Sales Order Types Permitted for Sales Areas (OVAZ): Go to new entries and specify reference sales area and assign document types that are allowed to this reference sales area.

Path: IMG Sales & Distribution Sales Sales Documents Sales Document Header Assign Sales Area To Sales Document Type

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DEFINE ITEM CATEXORY (V0V7) Path: IMG

Sales & Distribution Sales Sales Documents Sales Document Item Define Item CatExories

Item catExory is an indicator. That defines the characteristics of a document item. Ex: It Controls the type and scope of Pricing, Billing, Delivery. Inventory Posting and TOR (Transfer of Requirements).

Choose Item catExory TAN and go to detailed icon.

Item CatExory: Specify Key with description. Business Data Section: Item Type: Blank – Standard Item A – Value Item B – Text Item C – Packing Item D – Material not Relevant. It is a classification as a standard item, Value item or Text item. Depending up on the item type system controls that item in the document. That means system treats an item that refers a physical material differently then the item doesn’t refer the physical material. Completion Rule: It is for Quotation and Contract Items. The value of this field used by the system to establishment completion rule for a line item in the sales document. Completion rule defines status of the item as a “Completed or being processed” together with a control that is “Update Document Flow” at copy control of Sales Document to Sales Document at item level catExory level. This field establishes completion rule. Special Stock: In Business certain stock to be created as a special stock for special business concerns. Ex: Make-to-Order, Configurable Materials, Consignment Stock and Returnable Packaging.

Consignment Issue: Ex: W Billing Relevance: A – Delivery Related Billing document B – Relevant for Order – Related Billing – Status according to Order Quantity.

The value of this field specifies whether the item catExory is relevant for billing or not. If it is relevant then how the billing document should be updated. Billing Plan Type: The value of this field specifies billing plan type for this item catExory. Ex: For Project Related Items. 01 – Milestone Billing

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For Rental or Maintenance contract item. 02 – Periodic Billing Billing Block: Assign billing block for sales document line item level as some of the business has to check sales document line item before initiating billing document. Ex: Debit Memo items and Credit Memo items. Pricing: Ex: X – Pricing Standard. The value of this field specifies how the pricing is to be carried out for this item catExory. Statistical Value: Ex: Blank. System will copy item to header totals. X – No Cumulating Values can not be used for statistically. Y – No Cumulating Values can be used for statistically. The value of this field specifies whether line item price copies to header total or not. Check Business Item: This indicator determines whether line item business data defers with header business. Business Data: Sales, Shipping, Billing Data is called Business Data. Check Schedule Lines Allowed: This indicator allows the system to create schedule lines for a line item in the Sales Order. It is relevant for contract items. Item Relevant for Delivery: This indicator allows the system to create schedule lines for text items. Check Returns: This indicator specifies that the sales document line item is return item. Ex: REN Check Weight / Value Relevant: This indicator specifies that weight and value should be calculated for a line item in the Sales Order. It is irrelevant for service item. Ex: TAD (Service Item) Check Credit Active: This indicator allows the system to configure Credit Related Management functions for this item catExory. Check Determine Cost: This indicator allows the system to calculate cost of the material for a line item in the Sales Order. It is pre-requisite for condition type VPRS (Cost) in Pricing procedure. General Control Check automatic Batch determination. This indicator allows to determine Batch automatically for a line item in the Sales Order. It is a pre-requisite for automatic batch determination. Rounding Permitted: This indicator allows to apply rounding profile for a line item in the Sales Order. Check Order Qty = 1: This indicator allows sales order line item unit (Order Qty) as a one. It is relevant for WKN (Value Contract Item).

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Transaction Flow: Incompletion Procedure: Ex: 20. In IMG we define incompletion procedure for sales document item level by which system reminds the user about the fields in which values has not been maintained while saving the document. Partner Determination Procedure: Ex: N. In IMG we define partner determination procedure by which system determines relevant partner functions at item catExory level. Ex: Ship to Party. Text Determination Procedure: Ex: 01. In IMG we define text determination procedure for sales document item level by which system proposes text for a line item in the Sales Order. Item CatExory Statistics Group: Ex: 1. Assign update rule to update LIS at item catExory level. Screen Sequence Group: Ex: N. The value of this field specifies which screen in which sequence that are to be displayed at item level during document processing. Status Profile: In IMG we define status profile by which we can specify system statuses and user statuses. Check Create P O Automatically: In third party and individual purchase items system has to create P O automatically. This indicator triggers automatic creation of P O. It is relevant for ALE (Application Link Enabling). Bill of Material / Configuration: This section deals with BOM and Configurable Materials. Ex: TAQ, TAE, TAP (BOM items). TAC (Configurable Item). BOM items are nothing but structured materials or recipes structured materials made up with number of components as a header item as well as sub-items. The value of this field specifies or determines configuration stratExy for the line item. That means it can under stand whether correct dependences selected or not. Material Variant Action: Ex: 2 – Replace Configurable Material (Only in Append). The value of this field determines system response when system finds material variant for selected characteristics. ATP Material Variant: The value of this field determines whether system has to carryout ATP check on material variants. Structure Scope: Ex: D – Configuration Possible with BOM exposure. The value of this field causes to expose BOM during Sales Order processing as a single level BOM, Multi level BOM, Configuration BOM exposure. Application: Ex: SD01 – Sales and Distribution. Specify the application area where the BOM is to be exploded. Check Variant Matching: This indicator determines variant configuration.

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Create Delivery Group: Blank – Do not form delivery groups. X – Form Delivery Group with one delivery date Y – Delivery Group with correlated schedule lines. We create delivery group for the materials in BOM item if system unable to confirm the Quantities for all the BOM items in the Sales Order by giving to shipping tab at a header level in delivery group field. Check Manual Alternative: This indicator allows the user to choose manual alternatives for BOM items during Sales Order Processing.

Check Parameter Affectivities: By intExrating with “Engineering Change Management” cross functionality. The BOM items properties can be changes by passing certain parameters. Ex: Customer Number, Serial Number, Date.

Value Contracts: This section deals with value contract item catExories. Ex: WKN.

Value Contract Material: Specify value contract item that is going to be participated in value contract then the system automatically proposes this value contract material in to value contract document if the user doesn’t specify the value contract material in value contract document.

Contract Release Control: The value of this field determines system response when the target value of the contract exceeds actual value. I.e Warning Messenger or Error Message or Blocking Document.

Service Management: This section deals with service items.

Repairing Procedure: In IMG we define repairing procedure in which we specify stages and actions that are to be carried out for the service item. Control of resource related billing and creation of Quotations. This section deals with resource related items. Ex: Service Man.

Billing Form: Ex: 01 – Fixed Rate 02 – Costs. The value of this field specifies how the billing to be carried out for the resource related items.

DIP (Dynamic Item Processor) Profile: Dynamic item is nothing but a service item. In IMG we define DIP Profile for dynamic item and assigned at item catExory level.

Define Item CatExory Groups: Depending upon the material type system catExorized material general item catExory group in the Material Master. Ex: 0001 – Make –to – Order 0002 – Configuration BANC – Individual Purchase Order. BANS – Third Party Item NORM – Standard.

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Define default values for material type depending upon the material type that the user uses while creating material master system automatically proposes general item cat Exory group in the material master. So that general item v\catExory groups should be assigned to material types. Ex: FERT = NORM.

Define Item Category Usage: Item catExory usage controls system response during document processing. If the system does not refer to a material but to a text item. Ex: Batch Split, Text Item, Service Item with / without billing and Free.

While determining item catExories for a line item in the Sales Order system requires the usage of the material. That means the line item has specific usage according to that usage it has to respond.

Ex: CHSP – Batch Split CSEL – Cross Selling FREE – Free Goods PACK – Shipping Unit TEXT – Text Item VCTR – Value Contract. Assign Item Categories (VOV4): Every Sales Document line item is going to be determine automatically by taking 4 factors in to consideration

Sales Item Higher Default

Document CatExory Usage Level Item

Type Group CatExory CatExory

AF + NORM + NIL + NIL = AFN

AG + NORM + NIL + NIL = AGN

TA + NORM + NIL + NIL = TAN

TA + NORM + FREE + TAN = TANN

Define Reasons for Rejection: In business customers may reject certain items or business can also reject certain items so that the reasons for the rejection should be specified in the document for statistical information purpose. Go to new entries and define reasons for rejection. Date:14.07.2006 Define Schedule Line CatExories (VOV6): Path: IMG Sales & Distribution Sales Sales Document Schedule Lines Define Schedule Line CatExories CP Deterministic MRP

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Business Data : Delivery Block: Assign Delivery Block for Sales Document line items at schedule line catExory level so that system automatically proposes delivery block while initiating outbound delivery for a line item in the Sales Order. Movement Type: Ex: 601 – Goods Issue : Delivery. In Inventory Management Material movements are controlled / signified by movement types depending upon the movement only system can understand what type of delivery is going take place Movement Type 1 – Step: In inventory movement the stock updating should take place at a time at receiving storage location and delivering location in Replenishment Deliveries (STOs) or manually they should be updated. If automatically, system has to update the stock in receiving and delivering plant level then that is called as a Movement Type 1 Step.

Ex: NC – Inter Company Replenishment. Movement Type 643 and Movement Type 1 Step 645.

SALES

DOCUMENTS

TYPE

[ TA ]

+ DEFAULT

GENERAL ITEM DEFAULT MRP SCHEDULE

MATERIAL TYPE CATEXORY ITEM CATEXORY + TYPE = LINE

[ FERT ] GROUP = [TAN] [ PD / NIL ] CATEXORY

[ N O R M ] [ CP ]

+

USAGE

[ N I L ] SCHEDULE CATEXORY

+

HIGHER LEVEL ORD TYPE [NB]

GATEXORY

[ N I L ] TOR

AVT CHECK

PROD ALL

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TA

+

HAWA BANC = ND

+

NIL

+

NIL

TA

+

HAWA BANS = NB

+

NIL

+

NIL

Order Type: If the material is Third Party item then system automatically has to create purchase requisition for that particular line item in the Sales Order. To create Purchase Requisition automatically one standard purchase requisition document type (NB) should be assigned at schedule line catExory level. That assignment triggers automatic creation of Purchase Requisition. Ex: For Schedule Line catExory Type CB – Individual Purchase Order CS – LEx Item CatExory: Ex: O – Standard. Specify the item catExory of purchase requisition type by which system can understand whether it is individual purchase order or third party. Ex: 0 – Standard 5 – Third Party Account Assignment CatExory: Assigning Account CatExory (E or 1) by which account determination take place for third party item. Check Item Relevant for Delivery: This indicator creates schedule line for a line item in the Sales Order. Purchase Requisition Delivery Schedule: It is relevant for individual purchase order items as system has to create delivery schedule (Goods Issue Date, Loading Date, Material Availability Date, Transportation Planning Date for Delivery Date).

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Transaction Flow: Incompletion Procedure: 30 – Delivery Related Schedule Line. In IMG we define incompletion procedure and assign to schedule line catExory level by which system reminds the user about the fields in which values has not been maintain while saving the document. Check Requirement / Assembly: This control defines that system has to transfer the requirements for this transaction as well as system starts to create assembly order. It is a pre-requisite for TOR. Check Availability: This indicator specifies that system has to carry out availability check for this transaction. Check Product Allocation: This indicator specifies that product allocation is active for this transaction. Assign Schedule Line CatExories: SAP automatically determines schedule lines for a line item in the Sales Order by taking 2 factors into consideration. Item CatExory + MRP Type = Default Schedule Line CatExory. TAN + PD = CP TAN + NIL = CP TAN + ND = CN (Individual P O) TAN + NB = CS (Third Party) FAQ: What are the control parameters of Sales Document ? ANS: Header Level CatExory, Item Level CatExory and Schedule Line CatExory.

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General Business Process

:- - - - - - - - - - - > MMBE - [Stock Overview]

:

VA11 VA21 VA01 : VL0IN VF01

AF -> AG -> TA : LF F2

:

:

:- - - - - - - - - - - > MBIC - [Stock Initialization]

Inquiry AF (VA11):

Path: Logistics Sales & Distribution Sales Inquiry VA11 – Create

Specify Sold to Party, Validity Period and Quantity. Item CatExory – AFN Schedule Line CatExory – AT

VOV8 of AF or IN (Header Level CatExory of Inquiry)

SD Doc CatExory : A Probability : 30% Screen Sequence Group : AG Transaction Group : 1 Doc Pricing Procedure : A Function Code for Overview Screen : UER2

VOV8 of AFN (Item Level CatExory of Inquiry)

Completion Rule : A Pricing : X Check Business Item Check Schedule lines allowed.

Item CatExory Assignment:

AF + NORM + NIL + NIL = AFN

VOV6 of AT (Schedule Line CatExory of Inquiry)

No Schedule Lines for Inquiry

Quotation AG (VA21): Path: Logistics Sales & Distribution Sales Quotation VA21 – Create

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Specify document type AG or QT and click on create with reference, specify Inquiry Number, Click on selection list, click on copy icon process document. Alternative Item: By using this concept business can offer alternative item for line item in the Inquiry or Quotation. The user has to specify line item number in item catExory AGN. VOV8 of AG or QT (Header Level CatExory of Quotation) SD Doc CatExory : B Probability : 70% Screen Sequence Group : AG Transaction Group : 2 Doc Pricing Procedure : A Function Code for Overview Screen : UER2 VOV8 of AGN (Item Level CatExory of Quotation) Completion Rule : AB Pricing : X Check Business Item Check Schedule lines allowed. VOV6 of BN (Schedule Line CatExory of Quotation)

No Schedule Lines for Quotation.

Sales Order: Path: Logistics Sales & Distribution Sales Order VA01 – Create

Click on create with reference. Specify offer number (QT) Click on Selection List. Click on copy Item CatExory TAN Schedule Line CatExory CP MMBE – Stock Overview. Specify Material Number, Plant, Storage Location and click on execute icon. Go to MBIC for initializing the Stock.

Specify movement type 561 561 – Receipt Per initial entry of stock balances into un-restricted use. 561E – Receipt Per initial entry of stock balances into un-restricted Sales Order. 561K – Receipt Per initial entry of stock balances into un-restricted consignment. 561M – Receipt Per initial entry of stock balances into un-restricted RTP. 561O – Receipt Per initial entry of stock balances into un-restricted with sub contracting.

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561Q – Receipt Per initial entry of stock balances into un-restricted Project. 561V – Receipt Per initial entry of stock returnable pack at customer. 561W – Receipt Per initial entry of stock consignment at customer Specify Plant and Storage Location and Click on enter. Outbound Delivery (VL0IN) Path: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document VL0IN – with reference to Sales Order. Specify Shipping Point, Selection Date (on or after confirmed Qtys Date in the S O). Specify the Order Number Specify the Picking Qty Click on PGI Invoice (VF01) Path: Logistics Sales & Distribution Billing Document VF01 – Create Generate Reports: Path: Logistics Sales & Distribution Sales Information System Standard Analysis MCTA – Customer And maintain selection screen.

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P R I C I N G

Sales Order Configuration:

Revenue Account

Determination

T O R / A V T Check Text Determination

SALES DOCUMENT Procedure

Credit Management /

Risk Management Header TA Partner Determination

Item TAN Functions

TAX Schedule CP

Line Output Determination

Shipping Point

Determination Pricing

Customer Material

Pricing Procedure:

ACCESS SEQUENCE CONDITION TABLES

V/08 V/07 V/03

BASE PRICE LINK Data Combination Values

( - ) DISCOUNTS ----> WH+FM+PL1+SA1 = 1000

NET VALUE PER ITEM <--------------------------------> ----> WH+FM+PL1+SA2 = 990

( + ) FREIGHT CHARGES ----> WH+FM+PL2+SA1 = 1100

( + )TAXES ----> WH+RT+PL1+SA1 = 1050

| |

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Condition Types (V/06) Condition Records (VK11)

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In the above condition types some are mandatory and some are optional, Mandatory : Base Price and Taxes Optional : Discounts and Freight Charges Customer : WH – Whole Sales, RT – Retailer Material : FM – Fast Moving. SM – Slow Moving Plant : PL1 – Plant 1, PL2 – Plant 2 Sales Area: SA1 – Sales Area 1, SA2 – Sales Area 2 Pricing: Price is the calculation of costs. (for Internal purpose), calculation of revenues (for External purpose). To calculate price for particular item certain pricing elements are going to be participated. Among those pricing elements some are mandatory (Base Price and Taxes), some are optional (Discounts and Freight). To determine value for particular pricing element business has to take certain “COMBINATIONS” into consideration that are “LINKED” to pricing elements. To map this pricing procedure in our SAP system we use a tool called “CONDITION TECHNIQUE” which is having certain components that are

Procedure

+ Condition Type Access Sequence Condition Table Condition Records

Condition technique used by system. Condition Technique: By using condition technique SAP determine Price, Route, Tax, Partner etc., Process Flow:

1. Define Pricing Procedure (V/08) 2. Define Pricing Procedure Determination (OVKK) 3. Maintain Condition (VK11) 4. Go to VA01

Define Pricing Procedure (V/08): PATH: IMG Sales & Distribution Basic Functions Pricing Pricing Procedure Define and Assign Pricing Procedure Maintain Pricing Procedure: Choose Standard Pricing Procedure “RVAA01” Select it Click on copy as icon and define our Pricing procedure by rename it. Ex: YPRICE Click on copy all Press enter till we get a message “Number of Dependent Entries copies 72” Save it.

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Select our Pricing Procedure Click on control data under dialog session Click on selection (F7) Delete (Shift + F2) Save it. “Don’t forget to save it” Go to New Entries and Maintain Table.

Step: It indicates the position of condition type in pricing procedure. Ex: Step – 10 Counter – 0 Condition Type – PR00 Counter: System uses the counter to count the steps and also it can be used to count mini steps of same condition types. So that number of steps can be reduced in the pricing procedure. Step 10 Counter=0 Condition Type = PR00 Step 15 Counter=0 Description Gross Value From 10 Step 20 Counter=1 From 15 Step 25 Counter=2 From 15 Step 30 Counter=3 From 15 Condition Type: It represents Pricing element in pricing procedure as a Base Price, Discount, Freight and Tax. Ex: Condition Type Description PR00 Price K004 Material K005 Customer / Material K007 Customer / Discount Description: System copies description of condition type from its description (V/06) Ex: PR00 = Price K004 = Material K005 = Customer / Material K007 = Customer / Discount and so on….. From and TO: These two columns are for 2 purposes

a. As a base to the condition type: From column can be used as a base to the condition type for calculating further value.

Step Counter Condition Description From To Manual Manda Statistical Print Sub Requi Alternative Alternative Accoun Accu

Type tory TTL rement formula formula ting rals

for Cond. for Cond. Key

Type Base Val

10 0 PR00

15 0 Gross Value 10

20 1 K004 15

25 2 K005 15

30 3 K007 15

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Ex: Step Counter Condition Type Description From 10 0 PR00 Price 15 0 Gross Value 10 20 0 K004 Material 15

b. TO: As a range between the steps From and To columns can be used to specify the range between same condition types. So that depending upon the condition types system deducts or adds the total value of those condition types from specifies common source.

Ex: Step Counter Cond Type Description From To 15 0 Gross Value 10 20 0 K004 Material 15 25 0 K005 Customer/Mat 15 30 0 K007 Customer Disc 15 35 0 Total Disc Val 16 34 Check Manual: This indicator specifies that specific condition type can be determined manually during Sales Order processing. Ex: Discount, Freight Charges. K004 Manual Gross Value K005 K007 Mandatory Check: This indicator specifies that particular condition type is mandatory in the pricing procedure. The condition type checked with mandatory option, then value should be maintained for that condition type, otherwise system will not allow the user to process document. Mandatory condition type should be check with this option. Ex: Base Price (PR00) Output Tax (MWST) PR00 – Price Statistical: If the particular condition type specifies as a statistical then the value of that condition type will not be taken into net value calculates. That condition type used only for information purpose.

Ex: VPRS – Cost should be specified SKTO – Cash Discount also should be statistical Print: The value of this field specifies whether line item can be printed or not. If it is Blank It was not printed X System Prints at item level S System prints totals level. Sub-Total: The value of this field determines where the sub-totals are to be stored. Ex: KOMP – KZWI1 1 KOMP – KZWI 2 2 Gross Value 1 Total Discount 2

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Requirement: Requirement is nothing but a routine PC written by ABAPer (or) Technical consultant according to business requirement. Definition of requirement is “A factor in the condition technique that restricts the access of condition type”. Ex: Specific condition types should be included during Sales Order processing and should be excluded during invoice credit billing document processing.

Ex: For Rebate condition type VO01 to VO06. 23 only in Billing Document or 24 only in Billing Document.

Step Counter Condition Type 10 VO02 Rebate Discount 23 or 24. To get a requirement from the ABAPer VOFM is a transaction code. Path: VOFM Requirements Pricing Select 23 or 24. Alternative Formula for Condition Type: It is a routine (Formula) written by ABAPer as a alternative formula for condition type that can be used for instead of standard formulas. Ex: For Profit Margin alternative formula condition type 11. Alternative Formula for Condition Base Value: It is a routine (Formula) written by ABAPer which can be used as a basis to calculate further value for the condition type instead of using “From” column. Ex: KF00 for KP00 routine no 12 / 13. 12 – Gross Weight 13 – Net Weight can be assigned. Account Key and Accruals: The Value of Sales Revenues, Sales Deductions, Freight Revenues and Tax Revenues. Rebate Accruals etc., is going to be posted in respective GL Accounts in FI module. So that respective condition types should be assigned to relevant accounting keys which interim assign to respective GL Accounts in SD and FICO intExration. So that system automatically post respective values in respective GL Accounts in FICO module. Ex: ERL – Sales Revenues ERS – Sales Deductions ERF – Freight Revenues MWS – Taxes on Sales and Purchases ERB – Rebate Sales Deductions ERU – Rebate Accruals EVV – Cash Clearing PCC – Credit Card Charges PPC – Cash Payment PPS – Cheque Payment UML – Plants Abroad.

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Define Pricing Record Determination (OVKK): Path: IMG Sales & Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedure Define Pricing Procedure Determination System determines Pricing Procedure by taking 3 factors into consideration.

1. Sales Area 2. Document Pricing Procedure 3. Customer Pricing Procedure

= Default Pricing Procedure. Go to New Entries Specify your Sales Area Document Pricing Procedure = A (From VOV8 of OR) + Customer Pricing Procedure = 1 (From VD01) = Default Pricing Procedure and specify condition type PR00 and save it. Maintain Condition Records (VK11): Path: Logistics Sales & Distribution Master Data Conditions Select Using Condition Type VK11 – Create. Specify PR00 Click on Key Combination and select one condition table Specify Sales Organization, Distribution Channel, Customer and save it. Maintain condition records for K004, K005, K007 and KF00. Go to VA01 and raise the Sales Order. Select line item, go to goto button Header and Sales. Go to Item Condition Screen. Define Own Pricing Procedure: Process Flow:

1. Condition Table - V/03 2. Define Access Sequence – V/07 3. Define Condition Type – V/06 4. Define Pricing Procedure – V/08 5. Define Determination Pricing Procedure – OVKK 6. Maintain Condition Records – VK11 7. VA01

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Define Condition Table (V/03):

Path: IMG Sales & Distribution Basic Functions Pricing Pricing Control Define Condition Tables Table is nothing but a combination of variable part, that represents one or more fields and fixed part i.e. identical for all records. It defines the structure of the condition records keys.

a. Condition : Allowed Fields b. Create Condition Tables.

Check Create Condition Tables

Specify Condition Table Number (Between 501 To 999) Ex: 790, select KDGRP (Customer Group) and MATKL (Material Group) from the field catalog and click on Generate (Shift+F4), say Yes, Click on Local Object and save it. Create another condition table Ex: 791 Select MATNR (Material) from one field catalog, click on Generate, Yes, Local Object. Define Access Sequence V/07:

Path: IMG Sales & Distribution Basic Functions Pricing Pricing Control Define Access Sequence

Combination of Accesses to condition records. The access sequence defines the order in which the system searches for the condition records.

Maintain Access Sequences Go to New Entries Define Access Sequence and specify Access Sequence Type Blank – Access Sequence relevant for Pricing 1 – Access Sequence relevant for Rebate Ex: ZPR Select Blank and save it. Select Access Sequence and click on Accesses Control button under dialog structure. Go to New Entries and place the condition tables and specify exclusive option.

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FAQ: What is Exclusive in Access Sequence? ANS: Exclusive indicator restricts the system to read condition record for particular condition table if it finds condition records for one condition table. That means it stops search procedure with one condition table it finds condition records. Select Access Sequence and click on Fields Control button and press enter. Define Condition Type V/06: Path: IMG Sales & Distribution Basic Functions Pricing Pricing Control Define Condition Types Condition Type specifies that characteristics of condition. Maintain Condition Types: Go to New Entries and define condition type name with description. Assign Access Sequence. Control Data Section: Condition Class: B It is a classification of condition type as a Base Price (or Discount, Freight and Tax). Calculation Type: C – Quantity. Assign the calculation type according to the condition type. ( Ex: If it is Freight – Gross Weight or Net Weight and distance). Condition CatExory: It is another way of classification type to group the same conditions. Ex: Freight Conditions. Rounding Rules: Blank – Commercial A – Rounding Up B – Rounding Down Assign rounding profile to the condition type. Structure Condition: Ex: A – Condition to be duplicated B – Cumulation condition.. In SAP there are certain materials called structured materials. Ex: BOM or Configurable Material. To carry out Pricing for these structured materials structured condition to be defined. Ex: DUPL – Duplicating condition type. The value is going to be duplicated into sub-items.

KUMU – Cumulation condition. The value is going to be copies into sub-items and value can be cumulated.

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Plus or Minus: Ex: Blank – Positive and NExative X – NExative A – Positive Assign Positive or NExative for condition amount. Depending up on this sign the value of the condition type is going to be deducted or added from specified source. Group Condition Section: This section deals with Group Conditions has pricing can be carried out on Group of Objects. Group Condition: This indicator specifies that this condition defined for Group of Objects. Group Condition Routine: With the help of ABAPers routines can be written to map different business cinereous for Group Conditions. Ex: If the Business wants to grant discounts based on weight of the Sales Order line items. Check Rounding Difference Compares: This indicator controls whether rounding difference settled is for Group conditions with a group key routine. If it is activated that system compares the condition value at a header level with the total of the conditions values at item level. The difference added to largest item. Changes which can be made: Manual Entries. Ex: Blank – No Limitations A – Free B – Automatic entry has a priority. C – Manual entry has a priority. D – Not possible to process manually. The value of this field determines whether specific condition type can be determined manually or not during Sales Order processing. Ex: C

Check Header Condition and Item Condition: In SAP there are two types of condition types are existed.

a. Header Condition: The value of the Header Conditions applies to whole items in the sales order. Header condition doesn’t have any access sequence. So that the values should be maintain manually during Sales Order processing at header level.

For Header Conditions access sequence can be maintain. Ex: HA00, HB00, HD00

b. Item Condition: The values of the item condition applies to a particular line item in the Sales Order. So that for item condition access sequence can be maintain and condition records can be maintain.

Ex: PR00, K004, K005 and K007 Check Delete: This indicator allows the system to delete condition type during Sales Order processing. This deletion doesn’t effect V/08. Check Amount / Percentage: This indicator allows the user to change condition amount during Sales Order processing. This changes doesn’t effect Master Data (VK11)

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Check Value: This indicator allows the user to change condition value during Sales Order Processing. Check Qty Relation: It specifies whether conversion factor for the units of measure in condition of this type can be changes during document processing. Ex: 1 Box = 10 each items maintained in condition records. During Sales Order processing it can be change as a 20 each items. Calculation Type: This indicator controls to change calculation type during Sales Order processing. Master Data Section Valid From: The value of this field specifies when this condition type is valid in pricing procedure. Valid To: The value of this field specifies how long this condition type remains valid. Reference Condition Type: Another condition type can be referenced to this condition type. So that condition records can be maintain only for referencing condition types. Ex: MW15 – MWST can be reference AMIZ – AMIW can be reference Reference Application: Ex: V – Sales & Distribution. Specify application area of referencing condition type. Pricing Procedure: So as to use “Condition Supplement Feature” one pricing procedure should be defines in V/08 and assigned to condition type in this field. The system automatically applies condition supplement feature during Sales Order processing. Deletion from Data Base: The value of this field determines system response if the condition record is going to be deleted from the database. If it is blank, so that condition record can not be used in pricing. If it is A, condition record deleted from database then system gives a popup box in which it will ask whether the condition records can be deleted or deletion indicator is set. If you set B, condition records will be deleted but system shows popup box only if the condition records contain condition supplements. Check Condition Index: Condition index can be created for particular condition type to maintain condition records. Check Condition Update: Together with condition index “Condition Update” allows to restrict the usage of the condition type for limited Sales Orders or for particular condition base value or condition value. Scales Section: Scale is nothing but a range of Qty or Value. In the business when Qty is going to be increased discount should be increased. Scale Basis: Assign Scale basis for condition type based on the pricing element. Ex: C – Qty Check Value: Ex: A – Descending. Assign checking rule for scale rates.

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Scale Type: Assign Scale type depending upon the pricing element. A – Base Scale B – To Scale C – Graduated to interval scale. Scale Formula: To map different cinereous in scales with the help of ABAPers routines can be written in VOFM transaction code. Unit of Measure: Assign unit of measure the system automatically proposes for scales while maintaining condition records. Ex: PAL – Pallet Discount. Control Data 2 Section: It controls the currency conversion where the currency in the condition records valid with document currency. Ex: In VK11 condition amount maintain as a INR and Sales Order raised to US Dollars. To calculate condition value in the document, system multiplies the amount that results from condition records by the item Qty. Ex: 1 item cost = 1 Dollar. Order Qty = 10 items then condition value is 10 dollars. This indicator controls whether system carries out currency conversion before or after the multiplication. If you check this field then system converts condition value into document currency after multiplication. If it is uncheck the system converts the condition value into the document currency before multiplies. Check Accruals: This indicator specifies that system post the amounts resulting from this condition type to Financial Account as a accruals. If it is check then system shows this condition type in Sales Document as a statistical condition. Ex: Freight Conditions. Check Invoice List Condition: This indicator specifies that this condition type is for internal costing purpose. Check Inter Company Billing: This indicator specifies that this condition type is for inter company billing. Ex: PI01 – Absolute Amount and PI02 – Percentage Amount. Check Service Charge Settlement: This indicator specifies that trading contract conditions should be calculated using the Vendor billing document. Check Variant Condition: This indicator specifies that this condition type is variant pricing for configurable materials. Ex: VA00 – Absolute Amount and VA01 – Percentage Amount. Qty Conversion: This field controls the Qty conversion during determination of condition basis. It is only relevant for calculation rule “C” and it is relevant if the sales Qty unit and condition Qty unit as identical/ If it is de-activated the condition basis Qty is converted via Qty to the stock keeping unit, this means that the condition Qty is determined for planned factors. So that changes to the conversion in the delivery or the orders are not taken into account. If it is activated then system takes document Qty that means actual Qty. Exclusion: Specify Exclusion indicator so that system automatically excludes the condition types that falls below this condition type during Sales Order processing. Ex: It is relevant for Base Price. So that system automatically excludes all discount condition types that falls under this base price.

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Pricing Date: Blank – Standard A – Date of Service Renders (KOMK – FBUDA) B – Price Date (KOMK – PRSDT) C – Billing Date (KOMK – FKDAT) D – Creation Date (KOMK – ERDAT) E – Order Date (KOMK – AUDAT) The value of this field specifies when the pricing date to be taken into consideration for this condition type. Relevance for Accounts Assignment: Ex: Blank – Relevant for Accounts Assignment. The value of this field specifies the condition type is relevant for account assignment. Text Determination Text Determination Procedure and Text ID: In IMG we define text Ids and assign ti text determination procedure to propose text for condition types.

Define Pricing Procedure (V/08):

Path: IMG Sales & Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedure Select Maintain Pricing Procedures Go to New Entries and Define Pricing Procedure and Include Condition Type (ZPR) and save it.

Define Pricing Procedure Determination (OVKK): Path: IMG Sales & Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedure Select Pricing Procedure Determination Go to New Entries and specify your Sales Area, Document Pricing Procedure, Customer Pricing Procedure and assign default Pricing Procedure and Condition Type. Maintain Condition Records (VK11): Specify condition type ZPR and click on condition records, select condition table and maintain condition record and save it. Go to VA01 and raise the Sales Order and check the values.

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SYSTEM MODIFICATIONS

Define Pricing Procedure based on Customer classification. Customers are classified as a A,B,C in KNVV Table/ KLABC field. Create Condition Table V/03 with KLABC. Path: IMG Sales & Distribution Business Functions Pricing Pricing Control Define Condition Tables Condition: Allowed Fields Create Condition Tables And specify condition table number and choose field “Standard Price” (STPRS). STPRS not existed in the field catalog. When the field is not available in the field catalog then the field can be included in the field catalog by going to condition : allowed fields option. Go to New Entries and include field STPRS.

Data Flow Master Data Pricing Communication Sales Delivery Billing

Enterprise Structure Document Document Document

Structure

VBAK LIKP VBRK

RCOMP KNA1 VBAP LIPS VBRP

KNB1 VBEP

BUKRS KNVV KOMK

KNVP

VKORG KNVS

+

VTWEX MARA KOMP

SPART =

KOMG

WERKS [Field Catalog V/03]

LGORT

VSTEL

1. What is the Database field with description (SE12 ) 2. Check whether the field is available in KOMK / KOMP / KOMG 3. If not, include in corresponding communication structure.

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Path: IMG Sales and Distribution System Modifications Create new fields (Using condition technique) New fields for Pricing Select use include for new fields in dictionary (Batch Determination) Specify KOMP in Database field table field Click on display Click on Append structure Click on New Append structure, extend the description and continue Specify description and specify component ZZSTPRS and specify the component type STPRS save it. Click on Local Object and click on check (F2) Click on Currency / Quantity fields and specify reference table VBAP and Ref field WAERK, save it, check it and activate it. Include STPRS in KOMG Click on display Click on Append structure Click on New Append structure, extend the description and continue Specify description and specify component ZZSTPRS and specify the component type STPRS save it. Click on Local Object and click on check (F2) Click on Currency / Quantity fields and specify reference table VBAP and Ref field WEARK (Currency Key), save it, check it and activate it. Go to Conditions : allowed fields Go to New Entries and include ZZSTPRS save it and go to create condition tables, specify Condition Table Number and Create condition table with Standard Price click on create, local object.

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Pricing Exercises 1) Condition Exclusion Group: In the Business it is quite common to have number of discounts that can be granted to the customers due to certain privilExes. If Business grants number of discounts then Business incurs loss in the profit margin. So as to avoid this kind of situation SAP delivered a feature called Condition Exclusion Group by which can offer best or least favorable condition value or type to the customer.

Configuration Settings: Define Exclusion condition. Path: IMG Sales and Distribution Business Functions Pricing Condition Exclusion Condition Exclusion for Group of conditions

a. Define Condition Exclusion Groups: Go to New Entries and Define Exclusion group with description. Ex: Y001 save it and go back.

b. Assign Condition types to the Exclusion Groups: Go to New Entries and

assign K004, K005 and K007 for Exclusion Group Y001 save it and exit.

c. Maintain Condition Exclusion for Pricing Procedure: Choose our Pricing

Procedure, click on Exclusion, go to new entries and specify sequence number and assign condition exclusion procedure.

A – Best Condition between condition types. B – Condition with in the condition type. C – Best Condition between the Two exclusion groups. D – Exclusive E – Least favorable with in the condition type. F – Least favorable between the Two exclusion groups.

Select A and assign condition exclusion group Y001 and save it. Go to VA01 and raise the Sales Order and go to conditions and check the values. Condition Supplement: When the Business wants to give certain discounts irrespective of any combination till certain period, condition supplement can be use. For every pricing procedure Base Price is mandatory. So that system automatically proposes discounts by default along with Base Price in the Sales Order. Configuration Settings:

1. Define Pricing Process for condition supplement in V/08.

Go to New Entries and assign Condition Type with out any controls. 10 0 PR00 15 0 K004 20 0 K005

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2. Assign Pricing Procedure to PR00 in V/06. Go to PR00 and assign Pricing Procedure in master data section and save it.

Go to VK11 Specify condition type PR00

Maintain Condition Record Select Condition line item Go to goto button, condition supplement and maintain validity

periods And maintain condition records K004 and K005. Save it and go to VA01 And raise the Sales Order, go to item condition screen and check condition supplement effect.

2.a)Scales

Scale is nothing but a range of Qty or Value. In the business when the qty is going to be increased prices should be decreased and discount should be increased, for all condition types scales can be maintained.

Configuration Settings:

Go to V/06 of PR00 Scale Basis – C Check Value – A Scale Type – Blank – can be maintained in conditions Save it. Go to VK11/VK12 Select condition line item Go to goto button and Scales or Scales icon.

From 1 1000 11 900 21 800 31 700 41 600 50 500 and so on……..

and go to VA01 and raise the Sales Order for 50 items and go to conditions screen and check scale effect.

2.b) Graduated Scales: In graduated scales system averages the Base Price depending upon the order Qty. It is a pro-business condition type. Hidden costs can be mapped. Ex: If Order Qty = 25 Scale Rate is up to 10 = 300 20 = 290 30 = 280

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The Base Price will be calculated like below Order Qty is going to be splitted like 1st 10 Items 10*300 = 3000

2nd 10 Items 10*290 = 2900

3rd 5 Items 5*280 = 1400

----- ------- Total 25 7300 ----- -------

There fore for each item 7300/25=292/- Configuration Settings: Go to V/06 and define condition type PR02 Access Sequence – K005 Condition Class – B Calculate Type – C Manual Entries – D Check Item condition Scale Basis – C Check Value – Blank Scale Type – D (VV IMP) and save it. Go to V/08 and include PR02 instead of PR00. Change PR00 to manual and PR02 is mandatory. Save it and go to OVKK and assign condition type PR02. Go to VK11 and maintain condition record for PR02. Select condition line item go to goto button Scales To 10 300

20 290 30 280 and save it.

Go to VA01 and raise the Sales Order for 25 Items and go to condition screen and check condition amount for each item.

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Header Conditions

When the Business wants to give certain discounts or when it wants to charge freight charges for all the line items in the Sales Order (for particular transaction) Header conditions can be defined.

Header Condition doesn’t have access sequence and access sequence can not be maintained. So that values for header condition should be determined manually during Sales Order Processing. Values of Header conditions applies to whole items in the Sales Order.

Ex: HA00, HB00, HD00 etc.,

Configuration Settings: Go to V/06 and define HA00 – Percentage Discounts Access Sequence – NIL Condition Class – A Calculation Type – A Plus or Minus – X Check group condition Check Header Condition

V/06 of HB00 – Discount Value Access Sequence – NIL Condition Class – A Calculation Type – B Plus or Minus – X Check group condition Manual Entries - Blank Check Header Condition Go to V/08 and include HA00 and HB00 between the discount condition steps with manual option. Save it. Go to VA01 and raise the Sales Order. Go to item condition screen and check HA00 and HB00 values. System doesn’t propose HA00 and HB00 condition types as those are manual with Header condition types. So that values should be determined manually.

Go to Sales Order over view screen and click on display doc. Header details icon or go to goto button, Header, Conditions and specify HA00 and HB00, click on Activate : New Document Pricing button. Go to item condition screen and check HA00 and HB00 values.

3.b) HM00 – Net Order Value: If the Business wants to charge Net Order Value manually during Sales Order processing. HM00 condition type can be determined V/06 of HM00. Access Sequence – NIL Condition Class – B Calculation Type – B Check Group Condition Manual Entries – Blank Check Header Condition And go to VA01 and raise the Sales Order.

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Go to V/08 and include HM00 with manual option. Go to VA01 and raise the Sales Order. Go to Header condition and include HM00 with value and click on Active:New document pricing. 4) PN00 – Net Price: Net value for line item can be de-activated manually during Sales Order processing. System de-activates actual condition types during Sales Order processing. V/06 of PN00 Access Sequence – NIL Condition Class – B Calculation Type – C Manual Entries – Blank Check Item Condition

Go to V/08 and include PN00 with manual option. Requirement = 2 Alt formula for Condition Type = 6 Go to VA01 and raise the Sales Order and determine Net Price of line item manually. 5) PMIN – Minimum Price: By using condition type PMIN line item Net Price can be determine manually for particular material. The difference amount taken by the system as a surcharge. V/06 of PMIN Access Sequence – K004 Condition Class – A Calculation Type – C Manual Entries – C Check Item Condition Go to V/08 and include PNIN after Net Value per Item with Requirement = 2 Alt formula for Condition Type = 15 save it Go to VA11 and maintain condition record for PMIN. Go to VA01 and raise the Sales Order and check PMIN effect. 6) SKTO – Cash Discount: Cash Discount can be granted for particular customer and material. System takes second percent rate of payment Terms. It is a statistical condition. Check Cash Discount should be activated in Material Master. Make sure that Payment Terms in the Customer Master should have been maintain as a minimum 0002.

V/06 of SKTO Access Sequence – NIL Condition Class – A Calculation Type – A Condition CatExory - E Check Group Condition Manual Entries – D Check Item Condition Go to V/08 and include SKTO with Requirement = 9 Alt Condition Base Price = 11 save it Go to VA01 and raise the Sales Order and go to item condition screen and check SKTO Value.

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7) EDI1 and EDI2 – Customer Expected Price and Value: In the Business, customers express Price for the material. Business may accept it and reject it. Customers expected price can be received thru EDI system or manually can be entered. If there is any difference the customer expected price then billing document can be blocked for that Sales Order. Then concern person in the business can release the Sales Document by accepting or rejecting customer expected price. V/06 of EDI1 Access Sequence – NIL Condition Class – B Calculation Type – C Condition CatExory - J Check Header Condition Check Item Condition V/06 of EDI2 Here calculation Type is B remain same as EDI1 Go to V/08 and include EDI1 with manual option and Alt formula for Condition Type = 8 and include EDI2 also in the same procedure. Go to VA01 and raise the Sales Order and include EDI1 value manually. Go to VL01 and VF01 and raise Invoice, system blocks the Document. Go to V.25 Path: Logistics Sales and Distribution Sales Information System Work lists V.25 Release Customer Expected Price Specify User Name and Sales Area Click on Execute. Select Sales Orders and click on release. Save it and go back. Go to VF01 and raise the Invoice and save it. 8) VPRS – Cost: VPRS condition type can be used to calculate profit margin. This condition copies cost price from the material master (Accounting 1 View). Check determine cost should be activated at V0V7 of TAN. V/06 of VPRS Access Sequence – NIL Condition Class – B Calculation Type – C Condition CatExory – G Manual Entries - D Check Item Condition Go to V/08 and include condition type VPRS with statistical check Sub-total = B Requirement = 4 The next step include profit margin with Alt formula for Condition Type = 11 and save it. Go to VA01 and raise the Sales Order.

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9)Condition Type AMIZ and AMIN: AMIW – Minimum Sales Order Value AMIZ – Minimum Surcharge Value. Minimum Sales Order value can be charge for particular customer who belongs to a particular group. If system determine order value doesn’t reach minimum order value then condition type AMIZ takes the difference amount as a surcharge and proportionately applied the values among the Sales Order line items.

CONDITION TYPE AMIW

PRICE GROUP 02

CONDITION TYPE 200/-

SALES ORDER

CUSTOMER PRICE GROUP 02

NET VALUE 160

AMIW 200

AMIZ 40

NET VALUE 200

ITEM 10 ITEM 20

NET VALUE PER ITEM 100 60

AMIW 125 75

AMIZ 25 15

TOTAL VALUE 125 75

Configuration Settings: In VD01 Customer Price Group should be maintained in the Sales Area Data Section. V/06 of AMIW Access Sequence – K020 Condition Class – A Calculation Type – B Puls / Minus – Blank Check Group Condition Manual Entries - D Check Item Condition

V/06 of AMIZ Access Sequence – K020 Condition Class – A Calculation Type – B Manual Entries – C Reference Condition Type AMIW Check Reference Application Go to V/08 and include AMIW with statistical Requirement = 2 Sub-total = D And include AMIZ, requirement = 2, Alt formula for Condition Type = 13 save it

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Go to VK11 and maintain condition records for 2 materials as a 100 and 60, and maintain condition records for AMIW for customer price group = 02 as a 200 save it and exit. Go to VA01 and raise the Sales Order and go to Header Condition Screen.

10)K029 – Material Pricing Group: It is a group condition. By creating a single condition record. Condition value can be applies for group of materials.

It is a weight based discount.

V/06 of K029 Access Sequence – K029 Condition Class – A Plus / Minus = X Calculation Type – D Check Group Condition Check Item Condition Scale Basis – D Unit of Measure – KG Go to MM01 and create 2 materials Base unit of measure – KG Material Pricing Group – 01 Go to VK11 and maintain condition records for K029 with Material Price Group 01 with scales as follows

1 Kg 10.00 11 – 20 Kg 20.00 21 – 30 Kg 30.00 > 31 Kg 40.00 Go to V/08 and include K029 condition type between discount condition steps. Go to VA01 and raise the Sales Order for 2 Items. 11.a) Pallet Discounts: Discounts can be given to Full Pallet and on Mixed Pallet. Surcharge can be charged on insufficient Pallets as well as Mixed Pallet. Create 2 Materials Base Unit = PAL Sales Unit of Measure = EA Conversion factor 1 Pallet = 50 Each Items. Condition Type = KP00 – Pallet Discount Discount can be granted on Full Pallet.

V/06 of KP00 Access Sequence – K007 Condition Class – A Calculation Type – C Plus / Minus – X Manual Entries – C Check Item Condition Unit of Measure – PAL Go to V/08 and include condition type KP00 with requirement = 2 Alt formula for condition Base Value = 22 Go to VK11 and maintain condition records for KP00 for Customer. Go to VA01 and raise the Sales Order and check the values.

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11.b) KP01 – Incomplete Pallet Surcharge: Surcharge can be levied on incomplete pallets. V/06 of KP01 – Incomplete Pallet Surcharge. Access Sequence – K007 Condition Class – A Calculation Type – C Manual Entries – C Check Item Condition Unit of Measure – PAL Go to V/08 and include condition type KP01 Alt formula for condition Base Value = 24 Go to VK11 and maintain condition records for KP01 as a Rs.5/- surcharge. Go to VA01 and raise the Sales Order and check the values.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

11.c) KP02 – Mixed Pallet Discount: Discounts can be granted on mixed pallet. V/06 of KP02 Access Sequence – K007 Condition Class – A Calculation Type – B Plus / Minus - X Check Group Condition Check Item Condition Scale Basis – C Check Value - A Unit of Measure – PAL Go to V/08 and include condition type KP02 between Discount Condition steps. Go to VK11 and maintain condition records for KP02 as a Rs.5/- surcharge. Go to VA01 and raise the Sales Order and check the values. 11.d) KP03 – Mixed Pallet Surcharge: Surcharge can be levy on mixed pallet. V/06 of KP03 Access Sequence – K007 Condition Class – A Calculation Type – B Check Group Condition Check Item Condition Scale Basis – C Check Value - B Scale Formula - 23 Unit of Measure – PAL Go to V/08 and include condition type KP03 between Freight Condition steps. Go to VK11 and maintain condition records for KP03. Go to VA01 and raise the Sales Order and check the values.

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SAP-SD 86

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

FREE GOODS Free Goods: In every Business granting Free Goods is quite common to encourage sales and to grant privilExes. In SAP Free Goods can be configured by following 2 methods.

a. Manual b. Automatic.

A. Manual: By specifying higher level item catExory for a line item user can determine Free Goods manually. Go to Va01 and raise the Sales Order for two line items.

VOV4 of TANN Sales Document Type = OR Item CatExory = NORM =TANN Usage = FREE Higher Level CatExory = TAN B. Automatic Determination: SAP uses condition technique to determine Free Goods automatically. In automatic Free Goods there are 2 types of Free Goods are available. 1.Inclusive: In Inclusive Free Goods, system configures Free Goods Qty by including Free Goods Qty with in Order Qty. That means for 10 Items 1 Item is Free then system configures Free Goods as a 9+1. Note: In Inclusive other material can’t be given as a Free of Goods item for order item. Ex: For A, B can’t be given. 2. Exclusive: In Exclusive Free Goods can be configured by the system by excluding Free Goods Qty from the Order Qty. That means for 10 Items 1 Item is free then system configure Free Goods as a 10+1. Note: In Exclusive other material can be given as a Free of Goods Item. Ex: For A, B can be given. Configuration Settings for Automatic Free Goods Determination: a. Define Number ranges for Free Goods: Path: IMG Sales and Distribution Basic Functions Free Goods Condition Technique for Free Goods Number Ranges for free Goods (WC07) Click on Change Intervals icon Define Number Range without External option.

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b. Create Condition Table: Create Condition Table with KUNNR/MATNR and maintain Condition Tables. Ex: 010 – KUNNR/MATNR c. Maintain Access Sequence: Define Access Sequence. Ex: NA00 – Free Goods and Assign Condition Table, that has been created in previous step. d. Maintain Condition Types: Define Condition Type NA00 and Assign Access Sequence NA00 and save it. e. Maintain Pricing Procedure: Define Free Goods Pricing Procedure NA0001 and Assign condition type NA00. f. Active Free Goods Determination: Go to New Entries and specify Sales Area, Document Pricing Procedure, Customer Pricing Procedure, Assign Free Goods Pricing Procedure and save it. Determine Item CatExory for Free Goods Item: OR + NORM + FREE + TAN = TANN Maintain Condition records for “INCLUSIVE” (VBN1) Path: Logistics Sales and Distribution Master Data

Conditions Free Goods VBN1 – Create Specify Discount Type NA00 Click on Key Combination Specify Sales Organization, Distribution Channel, Customer and Validity Periods Maintain Entries

� Specify Order Material � Specify Minimum Qty. Ex: 10 � Specify From Qty (From where Free Goods are applied). Ex: 10 � Specify Unit Measure – EA � Specify Free Goods Qty = 1 � Specify Unit of Measure of Free Goods � Specify Calculation formula for Free Goods (Routine)

Standard Routines: 1.PRORATA: If for 100 Materials 20 Materials are Free, then business can say that buy 100 get 20 free. If Order Qty is 162 that system automatically grants 32 as a Free Goods Qty. That means [162*(20/100)]. 2.UNIT REFERENCE: For 100 Materials 20 are Free then Business can say that Buy 100 get 20 Free for every full of 100 materials purchased. That means for 162 order Qty, system automatically grants only 20. That means [100*(20/100)]. 3.WHOLE UNITS: For 100 items if 20 items are Free, then Business can say that for every 100 items get 20 Free for each increment of 100 items. That means if Order Qty is 162, system grants only 0 as a Free Goods Qty.

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Specify Free Goods CatExory:

Ex: 1 – Inclusive Rebate with Item Generation

Specify Free Goods Delivery Control:

The value of this field determines Delivery of Free Goods with respect to Qty availability.

Blank – Delivery only takes place rExardless of main item. A – Delivery only if main item is partially delivered. B – Delivery only if main item fully delivered. C – Delivery only if main item is part delivered only with main item. E - Delivery proportional to Qty in main item. Save it. Go to VA01 and raise the Sales Order and check Free Goods. Control Free Goods Pricing: Path: IMG Sales and Distribution Basic Functions Free Goods Conditions Free Goods Pricing Control Pricing for Free Goods Item CatExory Choose Item CatExory TANN and assign Pricing as a “B” Maintain Condition Type for 100% Discount Define Condition Type. Ex: R100 – 100% Discount Access Sequence – NIL Condition Class – A Calculation Type – A Plus / Minus – X Manual Entries – D Check Item Condition Save it. Maintain Pricing Procedure for Pricing: Choose our Pricing Procedure and include Condition Type R100 between Discount condition steps by specifying Requirement = 55 Alternative formula for Condition Base Value = 28 save it and exit. Set Transfer of Costs to Main Item: The Free Goods costs should be transferred to main item for CO/PA analysis.

Choose Billing Document Type - F2 Delivery Document Type – LF Click on details icon, then click on display to change icon. Again choose F2 to LF and click on item folder. Choose item catExory TAN. Go to details icon and check cumulative cost. Save it and exit. Go to VA01 and raise the Sales Order and check Free Goods item Pricing.

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Exclusive: In Exclusive, system configures Free Goods excluding Free Goods Qty from Order Qty. That means for 10 items 1 item is free, then system configures Free Goods as a 10+1.

In Exclusive other items can be given as a Free Goods Item than Order Item. Maintain Condition Records (VBN1): Path: Logistics Sales and Distribution Master Data Conditions Free Goods VBN1 – Create. Specify Discount type NA00 Click on Key Combinations and maintain condition records for Exclusive by choosing Exclusive option. Click on Exclusive Button without maintain any values. Maintain Entries

� Specify Order Material � Specify Minimum Qty = 10 � Specify From Qty = 10 � Specify Unit of Measure – EA � Specify Free Goods Qty – 1 � Specify Unit of Measure of Free Goods – EA � Specify Calculation Formula – 1 � And Assign Free Goods CatExory – 2 – Exclusive � Specify Additional Material for Free Goods (Other Material)

Deliver Free Goods Delivery control and Save it. Go to VA01 and raise the Sales Order and check the “EXCLISIVE’ effect. Condition Type NRAB: When the Customer wants to deduct the Free Goods Qty cost from main item cost and he doesn’t receive Free Goods Qty, condition type NRAB can be used. NRAB condition type doesn’t display the Free Goods item in the Sales Order and it deduct the Free Goods Qty cost from the main item cost. That means for 1 item cost Rs.100/- then for 10 items system charge only Rs.900/- but 10 items can be given.

Note: It applies only for Inclusive option.

Configuration Settings: Define Condition Type NRAB V/06 of NRAB – Free Goods Access Sequence – NIL Condition Class – A Calculation Type – C Condition CatExory – F – Free Goods Inclusive Manual Entries – D Check Item Condition Pricing for Inclusive Free Goods without Item Generation: Choose our Pricing Procedure and include condition type NRAB between Discount condition steps with Requirement = 59

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Alternative formula for condition Base Value = 29 Save it and exit. Go to VBN1 and maintain condition records for Inclusive option. Make sure that Free Goods catExory should have been assign as a 3 – Inclusive Rebate (Without Item Generation). Save it. Go to VA01 and raise the Sales Order and check NRAB condition effect. NOTE: FREE GOODS CAN’T BE CONFIGURED ON DOCUMENTS OTHER THAN DOCUMENT CATEXORY “C” Condition Maintenance: The changes that we are going to carried out during Sales Order level that applies to only for that particular transaction. The changes doesn’t reflect Master Data. If the changes should effect, then that should be carried out at Master Data level.

Condition records can be maintain by using VK31, VK11 and V_17. a. Transaction Code VK12 – Change Condition Records with Key Combination. Specify Condition Type PR00 Click on Key Combination Select the Condition Table Maintain Selection Screen and click on Execute Icon and carry out changes. Save it. Go to VA01 and raise the Sales Order and check condition amount of PR00 value in Item Condition Screen. b. Lower Limit and Upper Limit: To control the user, while manipulating condition amount during Sales Order processing lower limit and upper limit can be specifies. This limit can be specifies in 2 areas. 1. At definition of Condition Type: Path: IMG Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Types Define Upper Limit and Lower Limit for Condition Type. These Limits for all the Sales Orders.

3. While Maintaining Condition Records:

Go to VA12 and specify Condition Type Click on Key Combination Maintain Selection Screen Click on Execute Select Condition Line Item

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Go to goto button Click on Details Specify Lower Limit and Upper Limit for condition rates. Save it. Go to VA01 and raise the Sales Order and go to item condition screen and manipulate the amount according the limits. It applies only for specific condition records. Change Condition Records: SAP records changes that we are going to carried out for particular condition records. Go to VK12 and specify Condition Type Click on Key Combination Maintain Selection Screen Click on Execute Select Condition Line Item Environment Changes Condition Record and check the report. MASS MAINTENANCE: To carry out Mass Changes for condition records go to VK12 and specify condition type Select all line items Click on change amount icon and specify Percentage amount and click on copy icon. If prices should be enhanced with absolute amount, specify absolute amount in absolute field. If you want to deduct certain Percentage or certain value, specify – (minus) symbol to the absolute amount or percentage. Condition Index: For every condition type we can create condition index by which we can maintain condition records (V_17 – Create Condition, V/15 – Change Condition, V/16 – Display Condition). For Condition Index Condition Table should be created. According to Business scenario, if business wants to restrict the usage of the condition type and condition index should be created.

Path: IMG Sales and Distribution Basic Functions Pricing Maintain Condition Index a. Maintain Condition Tables for Index Specify Condition Table Number Choose KUNNR/MATNR b. Activation of Condition Index By defaults system activates our condition index tables. c. Change Condition types Choose K005 and click on copy as icon and define Condition Type as Y005. Check Condition Update

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Go to V/08 and include condition type (Ex: Y005) between Discount Condition Types. Go to VK11, specify condition Y005 and maintain records and save it. Go to VK12, click on select using Index Select our condition table that we created for condition index. Maintain selection screen Click on execute Change the Condition Value and Save it. Condition Update: By using Condition Update specific condition type can be restricted for limited Sales Orders or for a certain condition base value or for specific condition amount. Go to V/06 and make sure that Condition Index and Condition updates are activate in condition type. Go to VK12, Click on select using Index Select Condition Index table Click on Execute Icon Go to goto button and select Additional Data Specify a. Max. Condition Value or b. Max. Number of Orders or c. Max. Condition Base Value in limits for Pricing Section and save it. Go to VA01 and raise the Sales Order 2 times and check the effect. Copying Rules for Conditions: Conditions and Condition Tables can be copies with each other. Same condition types with same condition tables can be copied. Same condition types with different condition tables can be copies. Due to this copy control function number of condition records can be copied from single condition record. Path to Maintain Copy Control: IMG Sales and Distribution Basic Functions Pricing Pricing Control Copy Control for Pricing Condition a. Copying Rules for Condition Types: Here source condition K004 can be copied into target condition table K004. K007 can be copied into K020 condition type. K029 can be copied into K029 condition type. b. Copying Rules for Condition: Here source table ex:4 can be copied into target table 29. Ex: Customer Group 01 and Customer Pricing Group 01 copied into Customer Group 02 and Customer Pricing Group 02 by using condition type K020.

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SAP-SD 93

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Configuration Settings: Define condition table K020 V/06 of K020 Access Sequence – K020 Condition Class – A Calculation Type – B Plus / Minus – X Check Group Condition Check Item Condition Scale Basis – B Create 2 Customers with Customer Group 01, Customer Pricing Group 01 and Customer Group 02, Customer Pricing Group 02. Maintain Condition Records for 01,01 combination Customer for Condition Type K020. Go to V/08 and include condition type K020 between Discount condition Types. Go to VA01 and raise the Sales Order for 01, 01 combination customer. Go to Item Condition Screen and check whether system has taken K020 value or not. (System Applies K020 value since condition records are maintained for 01,01 combination) save it and exit. Go to VA01 and raise the Sales Order for 02,02 combination customer then go to item condition screen and check K020 values has taken or not. (System doesn’t apply the value since condition record for K020 for 02,02 combination has not been maintained) Go to VK12 of K020 with 01,01 combination Select condition line item Click on copy condition icon Specify the target customer price group 02, target condition type K020. Click on Execute Select Copying option and click the continue, save it and go back. Go to VA01 and raise the Sales Order for 02,02 combination. Go to Item condition Screen and check K020 value. (Now system takes K020 Value) Pricing Reports: Pricing Reports can be generated for all kinds of pricing elements. This process consists of 2 pages. a. Maintain Pricing Report (V/LA): Path: IMG Sales and Distribution Basic Functions Pricing Maintain Pricing Report Create Pricing Report Specify Name of the List. Ex: Z1 and Title Pricing Report. Ex:Y005 Press Enter Select KUNNR/MATNR Go to Edit Continue with END (Shift F7) to define the structure. Select Table Customer/Material Click on continue and specify the layout with fields and then positions.

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Field Name Position Text

Customer Number Page Header of Pricing Report The Key Field and the Corresponding text are display

Material Number Item Level of Pricing Report The Key Field and the Corresponding text are display

Release Status Group Header of Pricing Report

The Key Field and the Corresponding text are display

Condition Type Page Header of Pricing Report The Key Field and the Corresponding text are display

Check Display Sales Check Display Validity Periods. Save it and Exit. b. Run the Report (V/LD): Specify report and click on execute. Maintain selection screen and click on execute and check the report. Revenue Account Determination: The values of Pricing Elements that are Sales Revenues, Sales Deductions, Freight Revenues and Tax Revenues etc., are going to be posted in respective GL A/cs in FICO Module through Accounting Keys that we are assign to each and every pricing element in definition of pricing procedure. If these accounting keys are assigned with respective GL A/cs then system post / transfer the billing document information into FICO module and shows the status of the Invoice Documents as “OPEN” otherwise system shows the status of the document as a “Account Determination Error”. FICO consultants maintains and provides GL A/cs to the Accounting Keys at the time of SD and FICO intExration (Transaction Code VKOA). Once the Invoice has been saved then one accounting document is going to be generated that is “RV” in addition to other updations. This Accounting Document receives the Billing Information from Sales Invoice with reference to the Sales Invoice Information. FI user post Customer Invoice then system automatically shows Invoice Document status as a “COMPLETED”. Configuration Setting from FICO Module:

Copy GL A/cs of 1000 to our Company Code.

Path: IMG Enterprise Structure Definition Financial Accounting Edit, Copy, Delete, Check Company Code Copy, Delete, Check Company Code Click on Co. Org. Object (F6) Specify From Company Code To To Company Code. Say yes…….. and specify currency as INR.

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a. Define Variants for Open Posting Periods: Path: IMG Financial Accounting Financial Accounting Global Settings Document Posting Periods Define Variants for Open Posting Periods. Define Posting Period Variant. Ex: 1000

b. Open and Close Posting Periods:

Go to New Entries and specify the posting periods as a 2006 for +, A, D, K, M and S of 1000 variants.

c. Assign Variants to Company Code: Choose our Company Code and assign posting period variant as a 1000 and save it. Assign Financial Document Type “RV”. SA – WA – Goods Issue WE – Goods Receipt WL – Goods Issue / Delivery Path: IMG Financial Accounting Financial Accounting Global Settings Document Document Header Define Document Types Choose Document Type RV – Billing Document Transfer Select it, Copy it and Rename it.

Click on Number Range Information

Specify our Company Code Click on Change Intervals Click on Insert Intervals Specify Number Range Key Specify Fiscal Year Specify the Lower Limit and Upper Limit Save it and go back and assign that number range key in Number Range field and save it.

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SAP-SD 96

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SD Configuration Settings 1. Create Customer Master by using Transaction Code XD01 and make sure that reconciliation account, Sort Key, Account Assignment Group (ex:01 – Domestic Revenues) in Billing Document Tab. 2. Make sure that Account Assignment Group for Material in Sales:Sales Orgn Data 2 maintain in Material Master. 3. Check Master Data relevant for Account Assignment. Path: IMG Sales and Distribution Basic Functions Account Assignment/Costing Revenue Account Determination Check Master Data Relevant for Account Assignment a. Materials: Account Assignment Groups: Here Account Assignment Groups for Materials. Ex: 01 – Trading Goods 02 – Services 03 – Finished Goods etc define. These values are proposed into Material Master. b. Customers : Account Assignment Groups: Here Customer Account Assignment Groups. Ex: 01 – Domestic Revenues 02 – Foreign Revenues 03 – Affiliated Company Revenues are defined. These values are proposed into Customer Master. 4. Define Dependencies of Revenue Account Determination: Path: Path is same as point no 3. Account Determination: Create condition Tables Ex: 001 – Customer Group/Material Group/Acct Key 002 – Customer Group/Acct Key 003 – Material Group/Acct Key 004 - General 005 – Acct Key Define Access Sequences and Account Determination Types a. Maintain Access Sequence for Account Determination Define Access Sequence. Ex: KOFI Assign condition Tables. Ex: 001, 002, 003, 004, 005 that we defined in the previous Step.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

b. Define Account Determination Types. Here Account Determination Type Ex: KOFI Define and Assign to Access Sequence KOFI Define and Assign Account Determination Procedures. Define Account Determination Procedures. Here Account Determination Procedure Ex: KOFI00 – Account Determination. Define and condition type for Account Determination KOFI assigned.

Assign Account Determination Procedure: Choose Billing Document Type F2 and assign Account Determination procedure KOFI00.

Define and Assign Account Keys: a. Define Account Key: Here Account Keys is going to be defined. Ex: ERL, ERS, ERF, MWS, EVV, CPP etc.,

b. Assign Account Keys: Choose our Pricing Procedure and check Accounting Keys are assigned to condition types or not. Save and exit.

Assign GL Accounts (VKOA) {SD and FICO IntExration}:

Select 004 – General Go to New Entries and maintain entries. Application – V : Sales and Distribution Condition type – KOFI Chart of Accounts – INT – International Sales Organization – Our Sales Organization Code GL Account No – xxx Save it and exit.

Select 005 – Acct Key and click on details icon. Go to New Entries and maintain entries.

Application – V : Sales and Distribution Condition type – KOFI Chart of Accounts – INT – International Sales Organization – Our Sales Organization Code Accounting Key – ERL – Sales Revenues. Assign GL Account No

Assign remaining GL A/cs for other A/C Keys. Go to VA01, VL01N, VF01 Go to VF02 Click on Accounting Overview Icon and select accounting document. Go to VA02 and check the document flow.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

ROUTE DETERMINATION

For each and every line item in the Sales Order Route can be determined automatically. Route may consists different stages with different transportation connection points or lExs. The material can be transported from source to destination by using different mode of transports with different shipment types. Route can be determined for a line item in the Sales Order. Route can be re-determined at delivery document header level by taking “Weight Group” into consideration. Configuration Settings: a. Define Modes of Transport: Ex: Road, Train or Post. Path: IMG Sales and Distribution Basic Functions Routes Define Routes

Define Modes of Transports and define 01 – Street, 02 –Train, 03 – Ship as a mode of transport.

b. Define Shipping Types: Ex: Truck, Mail, Train and Ship. Define Shipping types and assign mode of transport. Ex: 01 – Truck 01 –Street 02 – Mail 06 – Postal Service 03 – Train 02 – Train 04 – Ship 03 – Ship c. Define Transportation Connection Point: Transportation Connection Point can be an Airport, Border Crossing or Railway Station. Transportation connection point represents source or destination.

Go to New Entries Specify Transportation Connection Point “Departure” and check type of transportation connection point. Save it and define another transportation connection point for Destination.

d. Define Routes and Stages: Choose existing Route Click on copy as icon and Define Route. Specify Route, Description, Route ID, Assign Service Agent (Path to Create Service Agent: Logistics���� S & D ���� Master Data ���� Business Partners ���� Forwarding Agent ���� V-11 – Create). Specify Vendor Number Company Code Account Group – 005 Specify the mode of transport (If it is Foreign Trade) Specify the Shipping Type. Ex: 04 – Ship

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Specify the Shipping Type for lEx. Ex: 04 – Ship Specify the Shipping Type subsequent lEx. Ex: 04 – Ship Specify the Distance Check Relevant for Transportation. It is a pre-requisite for Transportation for this Route. Scheduling: Transit Time in Days: Is the time that company requires to deliver the goods to the customer via this route. System uses this transit time fro delivery scheduling as well as other time estimates (ex: Loading Time) to determine the dates by which routes must be available for picking, packing and loading. Travel Duration in Hours / Minutes: Specify the number of Hours or Minutes that Business requires to deliver the goods to the Customer Via this Route. Transportation Lead Time in Days: Specify the number of days that business required to organize the shipment. Transportation Lead Time in Hours: Specify the time in Hours to organize the shipment.

Specify the allowed weight: Specify the Factory Calendar. Save it and click on Route Stages control button under dialog section. Click on Add New Entry Icon. Specify the Departure Point – HYD Specify the Destination Point – VJD Specify the Service Agent Specify the distance Specify the lEx indicator. Ex: Preliminary LEx Main LEx Direct LEx Return LEx Subsequent LEx. Select Direct LEx. Specify Shipping Type 04 and assign Pricing Procedure SDFC00 for shipment calculation. Specify Stage CatExory – Transportation Check Shipping Cost relevant. It is a pre-requisite for calculating shipment cost for this particular stage by using SDFC00 pricing procedure. Specify the total duration – 2 Specify the Travel duration – 48 (Hours) Specify the working times – WTGE2S Specify Factory Calendar.

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SAP-SD 100

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Route Determination Define Transportation Zone: Transportation Zone represents Ship to Party RExion or vendor RExion. System uses Transportation Zone as a one of the factor to determine the route for a line item in the Sales Order. Go to New Entries and define Transportation Zone for Country. NOTE: This value proposed into Customer Master General Data Session. Maintain Country and Transportation Zone for Shipping Point. Choose shipping point and country and assign our Transportation Zone. Save it and Exit. Define Transportation Groups: Ex: 0001 - The value of this field proposed into Material Master and used by the system as a one of the factor to determine Route. Maintain Route Determination: System automatically determine route for a line item in the Sales Order by taking 4 factors into consideration. a. Country of Departure Zone b. Country of Destination Zone c. Shipping Conditions (From Sales Document Header) d. Transportation Group (From Material Master) Go to New Entries Specify Country of Departure Zone (IN) Specify Departure Zone (Ex: Coastal Zone) Specify Destination Country (IN) Specify Receiving Transportation Zone Select the combination and click on Route Determination without Weight Group (Order) Go to New Entries Specify Shipping Conditions, Transportation Group and Assign our Route. Save it. Go to VA01 and raise the Sales Order. Go to Item Shipping Tab and check Route Determination.

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OUTPUT DETERMINATION PROCEDURE In SAP to every Document relevant output can be determined for relevant partner functions and can be transmitted thru relevant transmission medium. For Customer “QT” document output can be generated in the form of Smart Forms with required format by getting Technical Assistance for ABAPers and can be transmitted by using Local Printer, Fax, Telex, Email, EDI (Electronic Data Interchange) or main as a transmission medium like QT outer confirmation, Delivery Note, Shipping notification to C&F Agent, Invoice to Payer can be transmitted. Output can be determined for specific partner function from Customer Account Group as well as by using condition technique. From Account Group output can be determined specific to Partner Function. From IMG by using condition technique output can be determined. If output determination procedure carried out from customer account group then it doesn’t have access sequence functionality. If output is to be determined from Customer Account Group then certain configuration settings are required from IMG ���� Logistics General ���� Business Partner ���� Customers ���� Control ���� Define Account Groups and field Selection from Customers Choose Account Group 0001 – Sold to Party Go to Details Icon and Carryout Configuration Settings. If output determination procedure assigned (ex:DB0001) then in OBD2 it will be reflected. Once it is reflected in OBD2 “Document Tab” it is automatically activated in Customer Master Sales Area Data Section. Output Determination Procedure for Sales Order (Order Confirmation by using condition technique). Maintain Condition Tables: Path: IMG Sales and Distribution Basic Functions Output Control Output Determination Output Determination using the Condition Technique Maintain Output Determination for Sales Documents a. Maintain Condition Tables: Maintain Output Condition Table for Sales Documents Condition Table for Output Type. Ex: 007 – Order Type (AWART) b. Maintain Access Sequence: Here Access Sequence 0002 or 0010 – Order Type define and Condition Table 007 Assigned.

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c. Maintain Output Types: Here define the following Output Types AF00 – Inquiry AN00 – Quotation BA00 – Order Confirmation BA01 – EDI Order Response KRML – Credit Processing MAIL – Internal Message RD03 – Cash Sales Invoice Z003 – Plant Sales Invoice Choose BA00 Click on Display to Change Again select BA00 and Click on copy as Icon Define Output type by Changing Data. Ex: YA00 – Order Confirmation. General Data: Access Sequence (0010) assign access sequence that has been defined in previous step. Check Access to Condition: Depending upon this control system determines output from Customer Group or by using Condition Technique. Check Can not be Changed: This indicator determines whether certain outputs “Direct Mailing” can be changes during Document Processing. Check Multiple Issuing: This control determines whether output can be determined multiple types ex: If Sales Order sent to the Sol to Party with 10 line items as a Order Confirmation after sending Order Confirmation Sold to Party requested to add another 2 items, so that output can be re-determined by adding 2 line items and issue to the Sold to Party. Check Partner Independent Output: This control allows to define output type to specific partner function. Check Do Not Write Processing Log: This indicator specify system has to write processing log or not. Change Output: Program: With the help of Technical Consultants Business can inform the customer about the changes to the output that was already sent to customer. This routine checks what kind of changes should be effected in the new output. In the General Data section check multiple issuing should be activated. Form Routine: Assign the routine that calls up the program. Replacement of Text Symbals: Programme: By Technical Assistance we can have different Text and Text Symbols on output. Ex: Output Title, P O Number and Date.(Default Values)

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Dispatch Time: Ex: Send immediately when saving the application. The value of this field determines how the output should be dispatched. That means periodic job allowed or not. Ex: Output type RD03 – Cash Sales Invoice should be assigned with send immediately (when saving the Application). Transmission Medium: Assign Transmission Medium thru which output should be send to the Customer or Partner. Ex: Printout, Fax, Telex, EDI, Simple Mail etc., EDI: Electronic Data Interchange is a Sub-System which can be used by SAP to speak with Non-SAP system by using a concept “I Doc” (Intermediatory Document). Partner Function: Assign relevant Partner Function to Output Type. Communication StratExy: Ex: CS01 – Internet/Letter. Assign Communication StratExy to the output to be transmitted externally. Time: Check Timing 1 (Periodic Job not allowed). This control determines periodic job for output processing. Storage System: The value of this field specifies archiving mode of output of Sales Documents. Print: Print Parameter : Sales Organization. Pass the Print parameters to get the Print. Mail: This section deals with output type mail. Document Name: WF MC Specify the folder name thru which output is going to be transmitted the mails. Priority: Assign the priority of the folder.

Check Not Changeable: If it is activated only the mail recipient and sender can change the output. Click on Mail Title and Texts Choose Language English and specify text for Internal Mails. Maintain the Text. Save it and Exit.

Click on Processing Routines: Assign Transmission Medium – 1 Program – RVADOR01 Form Routine – Entry Form – RVORDER01 Partner Function Step: Assign Partner Functions to relevant transmission mediums. Ex: Printout SP. Save it and Exit.

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Maintain Output Determination Procedure Here define the following Output Determination Procedures V05000 – Inquiry Output V06000 – Quotation Output V08000 – Contract Output V10000 – Order Output V10001 – Cash Sales Output Select V10000 output determination procedure. Copy and rename it. Save it and include our output type Y01 instead of BA00 and save it.

Assign Output Determination Procedure a. Sales Document Items: Choose Item CatExory TAN and Assign Output Determination Procedure Y001. b. Allocate Sales Document Header: Choose Document Type ‘OR’ and assign output determination procedure and output type and save it. Maintain Condition Records for Output (VV11): Path: Logistics Sales and Distribution Master Data Output Sales Document – VV11 – Create Specify our Output Type Specify our Sales Document Sal Doc Type Partner Function Trans. Medium Dispatch Type Language

OR SP 1 4 EN Select Condition line item Click on Communication Specify Print Immediately Click Release after Output and save it. Go to VA01 and raise the Sales Order Go to Extras, Output, Header, Edit Specify our output type Y01 Medium Printout Partner function SP Language EN Click on Communication Method Logical Destination LP01 Check Output Immediately Check after Output Save it Go to VA02 Go to Extras, Output, Header, Print Preview and Check the Output

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Text Determination Procedure To exchange the information between the user and the system or between the Customer and Business text can be determined. It is only a message. Text can be determined for objects like Customer Master, Material Master, Document Header, Item, Customer Material info Records, Condition Records, Pricing Condition Records etc., SAP uses Condition Technique to determine Text. Text can be copied from Customer Master to Document and Document to Document. For Customer Master there is no access sequence as customer master is higher organizational object in Master Data. Define Text Determination for Customer Master and Define Text Type: Path: IMG Sales and Distribution Basic Functions Text Control Define Text Types Select Customer/S&D Click on Text Types Go to New Entries and Define Text Type Ex:Z1 and save it. Define Text Determination Procedure: Select Customer/S&D Click on Change Go to New Entries Define Text Determination Procedure. Ex: Z1 Assign Text Type to Text Determination Procedure Select our Text Determination Procedure Click on Text ID s in Text Procedure Control button under dialog structure Go to New Entries and Specify our Text ID. Ex:Z1 and Sequence Number save it and go back.

Assign Text Determination Procedure to Customer Account Group Select our Text Determination Procedure Click on Text Procedure Assignment under dialog structure Choose out Account Group 0001 and assign our Text Determination Procedure. Ex: Z1 Save it

Go to XD02 or XD01 Sales Area Data Section Extras, Text Specify Language EN Describe and Specify the Text save it and exit.

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Text Determination Procedure for Sales Document Header Text can be determined at Sales Document Header level or it can be imported from Customer Master. SAP uses Condition Technique to determine text. Define Text Types: Path: IMG Sales and Distribution Basic Functions Text Control Define Text Types (VOTXN) Select Sales Document Header Click on Text Types Go to New Entries and Define Text Type. Ex:Y1 Note: Sales Document Text is going to be captured in VBBK Define Access Sequence: Select Sales Document Header Click on Change Icon Click on Access Sequence Control button under dialog structure Go to New Entries and Define Access Sequence Number with Description. Ex: 55 save it and exit. Define Text Determination Procedure: Go to New Entries Define Text Determination Procedure. Ex: YT save it and exit. Assign Text ID s to Text Determination Procedure: Select our Text Determination Procedure (YT) Click on Text ID s in Text Procedure control button under dialog structure. Go to New Entries and maintain Entries. Text ID: Assign Text ID (Y1) that we defined in the previous step. Specify Sequence No. – 10 Check Reference: This indicator specify that the text is reference or copies from preceding object. (Ex: Customer Master) Text in Obligatory: Ex: Text will be displayed during copying. The value of this field specifies whether text is obligatory or not and if it is obligatory the how it is to be displayed. Assign Access Sequence Number: Ex:55 and save it.

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Assign Access Sequence for Text ID s: Select our Text Determination Procedure (YT) and click on Access Sequence for Text Ids. Specify our Access Sequence No (Ex: 55) Go to New Entries and maintain entries. Specify Sequence No: 10 Text Object - KNVV (Text is going to be copied from Customer Master) Text ID Ex: Z001 (That we defined from Customer Master) Partner Function : SP (Sold to Party) Check all Languages. Save it and Exit. Assign Text Determination Procedure to Sales Document Type: Select our Text Determination Procedure (YT) Click on Text Procedure Assignment control button under dialog structure Choose Sales Document Type “OR” Assign Text Determination Procedure (YT) Check Text in Overview Screen (Check it the Text is to be displayed in the Sales Document Overview Screen) save it and exit. Go to VA01 and raise the Sales Order Specify the Sold to Party Number and press Enter and check the system copies text or not from Customer Master.

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Partner Determination Procedure

In Business in addition to Natural Partners, Customers, Vendors, Contact Persons, Sales Employees also considered as a Business Partners. These are all different types of partners. Depending upon the partner type every partner performs certain Partner Functions while making transactions with Business.

Partner Partner Type Partner Functions

Customers KU SP, SH, BP, PY

Vendors LI FA

Contact Persons AP CP

Sales Employee PE SE, KB, KM

SAP uses Condition Technique to determine relevant Partner Functions for the objects like Customer Master, Document Header and Item CatExories. Partner Determination Procedure to Customer Master: SAP determines relevant Partner Functions to the Customer Master by following One “Partner Determination Procedure” that is going to be defined in IMG and assigned with relevant partner functions depending upon the Account Group. A. Define Account Group: Ex: Y001 for Sold to Party. Sold to Party performs Ship to Party, Bill to Party and Payer partner functions also. So that the user should maintain data in Sales, Shipping, Billing Tabs. So field status should be maintain “Required or Optional” to each and every field depending upon the field priority. Path: IMG Financial Accounting Accounts Receivable and Account Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Define Account Group with Screen Layout (Customers) CPD – One time Customers CPDA – One time Customer Go to New Entries Specify the Account Group Name with Description Ex: Y001 – Sold to Party One Time Account Output Determination Procedure. Maintain field status in General Data, Company Code Data, Sales Data. Define Number Ranges: Create Number Ranges for Customer Accounts Click on Change Intervals Icon Click on Insert Intervals Icon Define Lower Limit and Upper Limit Number Range

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Specify the Current Number and External if Customer Number assigned externally. Save it and exit Assign Number Ranges to Customer Accounts Group: Choose our Account Group Y001 Assign Number Range Key Save it and Exit.

SD Configuration Settings Define Partner Functions: Path: IMG Sales and Distribution Basic Functions Partner Determination Set up Partner Determination Set up Partner Determination for Customer Master Click on Partner Functions control button under dialog structure

Partner Function

Name Partner Type

Error Group

Higher level Part Function

Unique Customer Hierarchy Type

SP Sold to Party KU 07

SH Ship to Party KU 07

BP Bill to Party KU 07

PY Payer KU 07

Error Group: Incompleteness Procedure for Partner Functions. That reminds the user about the fields in which values has not been maintained while saving the Document. Higher level Partner Functions: Some Partners may have superior partner functions. Then they should be assigned. Ex: Credit Representative (KB) has higher level partner Credit Manager (KM), that are belongs to Partner Type PE (Personnel). So that KM should be assigned to Kb as a higher level partner functions. Unique: This indicator specifies that specific partner function is unique in the Partner Determination Procedure. That means a single person only performs that partner functions. Ex: SP Customer Hierarchy Type: Specify the Customer Hierarchy Type it relevant Partner is participating in Customer Hierarchy. Define Partner Determination Procedure: Choose Standard Partner Determination Procedure “AG” copy and rename it or go to new entries and define Partner Determination Procedure. Ex: Y1 and save it.

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Assign Relevant Partner Functions to Partner Determination Procedure: Select our Partner Determination Procedure (Y1) Click on Partner Functions in Procedure control button Go to New Entries and Maintain Entries.

Partner Determination Procedure

Partner Functions

Name Not Changeable

Mandatory

Y1 SP Sold to Party

Y1 SH Ship to Part

Y1 BP Bill to Party

Y1 PY Payer

Save it and go back. Partner Determination Procedure Assignment: Here Partner Determination Procedure should be assigned to Customer Account Group. Choose out Account Group (Y001) and Assign Our Partner Determination Procedure (Y1) and save it. Account Group - Function Assignment: Go to New Entries and Assign SP, SH, BP and PY to Our Account Group (Y001) save it and exit. Go to XD01 or VD01 and create Customer Master by using our Account Group and check relevant mandatory Partner Functioning proposed in Partner Functions Tab. To confirm our Account Group, go to Extras � Administrative Data in the menu and check our account group. Partner Determination Procedure for Sales Document Header: ASP uses Condition Technique to Determine relevant Partner Functions to Sales Document Header as well as relevant Partner Functions can be proposed from Customer Master.

Configuration Settings Define Partner Functions (SP, SH, BP and PY) Path: IMG Sales and Distribution Basic Functions Partner Determination Set up Partner Determination Setup Partner Determination for Sales Document Header Click on Partner Function Combination button Check SP, SH, BP, PY defined or not.

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Define Partner Determination Procedure for Sales Document Header: Choose Standard Partner Determination Procedure (TA) Copy it and rename it or go to New Entries Define Partner Determination Procedure (Ex:Y1) Assign Partner Functions to Partner Determination Procedure Select our Partner Determination Procedure Click on Partner Functions in Procedure control button under dialog structure Go to New Entries and maintain Entries. Partner Determination

Partner Function

Name Manual Sequence

Y5 SP Sold to Party

Y5 SH Ship to Party

Y5 BP Bill to Party

Y5 PY Payer

Save it. Assign Partner Determination Procedure to Document Type: Select our Partner Determination Procedure Click on Partner Determination Procedure assignment control button. Choose Sales Document Type “OR” Assign our Partner Determination Procedure Save it and Exit. Go to VA01 and raise the Sales Order and specify the Customer Number Go to goto button, Header, Partners.

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INCOMPLETNESS PROCEDURE

Sales Documents, Delivery Documents according to their architecture contains certain important fields at each level of Document i.e. Header Level, Item Level, Schedule Lines. The values of those fields will have a greater influence on processing of subsequent documents. So that value should be maintain in those fields before saving the document otherwise user may face certain problems while processing subsequent Documents. So as to avoid this kind of situation SAP delivered a feature called “Incompleteness Procedure” which can be defined for at each level of document. To this Incompleteness Procedure that important fields are assigned and by using “Status Group” documents can be block at each level of processing. If values has not been maintained in those fields. Incompleteness Procedure doesn’t concern whether correct value has been maintained or not. It concern only whether value has been maintained or not. Note: Incompleteness Procedure can not be configured for Billing Documents as billing document doesn’t have any subsequent document. Configuration Setting for Incompleteness Procedure for a Field Order Reason (AUGRU)

Define Setting Groups: Status Groups Records relevant message about the missing information and blocks the documents.

Path: IMG Sales and Distribution Basic Functions Log of Incomplete Items Define Status Groups Choose existing status group Copy and Rename it and check the following

General: This control records certain information about the fields at Header Level. Ex:PO Number if not maintained.

Check Delivery: This control records certain information about fields. Ex: Shipping Point at Item level and issued appropriate message on the status bar.

Check Billing Document: This control records appropriate status message if certain billing information missed. Ex: Payment Terms.

Check Price: This control records appropriate information if data at item level. Ex: Price has been missed.

Goods Movement: This control records appropriate message if certain information missed at schedule line level. Ex: Movement Types and Issued appropriate status message.

It is relevant for Shipping Document. Picking/Put away: This control records appropriate status message if certain information missed. Ex: Picking and Put away.

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It is relevant for shipping documents.

Check Packing: This control records appropriate status message if certain information rExarding packing missed. Save it and Exit. Define Incompleteness Procedure There are predefined incompleteness groups. A – Sales Header B – Sales Item C – Sales Schedule Lines D – Partner F – Sales Activity G – Delivery Header H – Delivery Item Select Sales Document Header Click on Procedures control button Click on Display to Change Icon Go to New Entries and Define Incompleteness Procedure (Ex: Y1) Select our Incompleteness Procedure Click on fields Control button under dialog structure Go to New Entries and Maintain Entries. Table – VBAK Field Name – AUGRU (Order Reason) Screen for Creating Missing Data – KKAU (Sales : Header Sales) Assign Status Group – ZZ Check Warning – This Indicator issues a warning message if the values has not maintained. Specify the Sequence Number. Save it and Exit. Assign Incompleteness Procedures: Assign Procedures to Sales Document Type. Choose our Sales Document type “OR” and Assign our Incompleteness Procedure (Y1) save it and exit. Go to VA01 and raise the Sales Order without specifying Order Reason and check incompleteness procedure effect.

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MATERIAL DETERMINATION Order Material can be swap with other material. Ex: With the user specified material A in the Sales Order B can be given to Customer. When the Business stopped the Production of existing material, that can be swapped with new material or existing material can be offered with special packing or it can be used with EAN (European Article Number) number. SAP uses Condition Technique to Determine Configuration Settings: A. Maintain pre-requisites for Material Determination. a. Create Condition Tables: Ex: 001 – Material Enters (MATWA) b, Maintain Access Sequence: Access Sequence Ex: A001 Define and Condition Table 001 (MATNR) Assigned. c. Define Condition Types: Condition Type A001 Define and Assign to Access Sequence A001. d. Maintain Procedure: Procedure A00001 defined and Condition Type A001 Assigned. B. Assign Procedure to Sales Document Types: Choose Sales Document Type “OR” and Assign Material Determination Procedure A00001. C. Define Substitution Reasons: Here substitution reasons Ex: 0005 – Promotion Defined. Check Entry: This Indicator allows to print original material on the document. Check Warning: This indicator issues warning message. StratExy: A Automatic – Check A A - Substitute Products are displayed for selection B – General Material Determination with selection, without ATP Outcome Check: Blank – Item will be replaced A – Substitution Products are displayed as sub items. B – As in “A” but only when creating the item in sales. Save it.

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D. Maintain Condition Records (VB11) Path: Logistics Sales and Distribution Master Data Products Material Determination VB11 – Create Specify Material Determination Type A001 Click on Key Combination Specify Validity Periods Specify Proposed Reasons Ex: 0005 – Promotions Specify MATWA Material Entered – 779 Material - 745 Select Line Item Click on alternative materials icon and list out alternative materials with unit of measure as well as MRP indicates as 745, 746 etc materials. Save it. Go to Va01 and raise the Sales Order for 779 Material and Check Material Determination. Select any one of substitute material Ex: 745 or 746.

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SAP-SD 116

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CROSS SELLING Cross Selling is the concept by which business can suggest combination material(s) for ordered material. Ex: If the Customer placed the Order for Material Computer, Computer Stand can be suggested. During Sales Order Processing system displays list of combination materials in a popup box. So that the user can explained the features of product and if the customer agreed to purchase those combination materials user can select otherwise user can leave it. SAP uses Condition Technique for Cross Selling Document Procedure for Cross Selling + Customer Procedure for Cross Selling Along with Sales Area used by the system to determine cross selling. Configuration Settings A. Define Determination Procedure for Cross Selling: Path: IMG Sales and Distribution Basic Functions Cross Selling Define Determination Procedure for Cross Selling 1. Create Condition Tables: Ex: 011 – Material (MATNR) Defined 2. Maintain Access Sequence: Access Sequence C001 – Material number Cross Selling Defined and Condition Table (011) Assigned 3. Define Condition Types: Condition Type C001 Defines and Assigned with Access Sequence C001. 4. Maintain Procedure: Ex: C00001 – Cross Selling Procedure Defined and Condition type C001 Assigned.

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B. Maintain Customer / Document Procedure for Cross Selling: 1. Define Customer Procedure for Cross Selling: Ex: B – Cross Selling defined. Which will be defined in Customer Master Sales Area Data section Sales Tab. 2. Define Document Procedure for Cross Selling: Ex: B – Cross Selling 3. Assign Document Procedure for Cross Selling to Sales Document: Choose Sales Document type “OR” and Assign Document Procedure for Cross Selling “B” and save it. C. Define and Assign Cross Selling Profile. 1. Define Cross Selling Profile: Go to New Entries and Define

� Cross Selling Profile. CS0001 – Cross Selling Profile. � Assign Cross Selling Procedure (C00001) � Assign Pricing Procedure for Cross Selling Items. (Zprice) � Specify Cross Selling dialog box indicator

A – Dialog Box Appears only on relevant Blank – Dialog Box Appears on relevant and after data released.

Check � Check Cross Selling ATP indicator (If system has to carry out ATP check on

Cross Selling items also) Save it and go back.

D. Assign Cross Selling Profile: Go to New Entries and Assign Cross Selling Profile to the Combination of Sales Area Customer Procedure for Cross Selling B Downest Procedure for Cross Selling B Cross Selling Profile CA0001 Assign Customer Procedure for Product Proposal in Customer Master Sales Area Data Section Sales Tab Customer Procedure for Product Proposal field. Ex: B – Cross Selling. Maintain Condition Records (VB41): Path: Logistics Sales and Distribution Master Data

Products Cross Selling VB41 –Create

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Specify Material Determination type C001 defined Click on Key Combination select Key Specify Validity Periods. (Create 2 Materials Ex:1307 - Computer and 1308 - Computer Stand). Specify Order Material - 1307 Specify Suggest Material – 1308 Specify Cross Selling Items Delivered Control Select Line Item and Click on alternative Materials Specify Validity Periods and List out suggested materials and save it. Go to VA01 and raise the Sales Order. System shows Cross Selling Item in Popup Box give Qty and copy it then system gives 2 line items.

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ITEM PROPOSAL AND PRODUCT PROPOSAL

Is the concept by which user can placed the order material on the Customer that he rExularly purchased. Its works as order entry tool its facilitate order entry Document Type PV can be defined. SD Doc CatExory – C Go to VA51 and specify Document Type PV and Sales Area Specify Description Specify Validity Periods List out the Materials which he rExularly purchases with or without default Qty. Save it and note down the Document Number. (Ex: 2308) Go to VD02 of Customer Master Sales Area Data section Sales Tab Specify Item Proposal Document Number in Item Proposal Field. (Ex: 2308) and save it. Go to VA01 and specify Document Type “OR” Specify Sold to Party Number and Click on Propose items icon or go to Edit and Propose Items. Click on default with or without Qty options. Material Listing / Exclusion In Business some Materials can be given to the Customers some can not be given to the Customers. Allowed Materials can be listed and un-allowed Materials can be Excluded. In the user entered un-allowed material to the Customer then system issues a error message. SAP used Condition Technique for Material Listing and Exclusion. Configuration Settings: Path: IMG Sales and Distribution Basic Function Listing / Exclusion a. Maintain Condition Table for Listing / Exclusion: Here Condition Table Ex: 001 – KUNNR/MATNR (Customer / Material) b. Maintain Access Sequence for Listing / Exclusion: Here Access Sequence Ex: A001 – Listing B001 – Exclusion Define Condition Table 001 – KUNNR / MATNR Assigned for A001 and B001. c. Maintain Listing / Exclusion Types: Here Condition Type Ex: A001 – Listing B001 – Exclusion defined and Access Sequences A001 and B001 assigned respectively. Save it and exit.

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d. Procedure for Maintaining Listing / Exclusion: Here Procedures Ex: A00001 – Listing B00001 – Exclusion defined and condition types A001 and B001 Assigned respectively. e. Activate Listing / Exclusion by Sales Document Type: Choose Sales Document Type “OR” and Assign A0001, B00001 Procedures. Maintain Condition Records (VB01) Path: Logistics Sales and Distribution Master Data Products Listing / Exclusion VB01 – Create Specify Listing / Exclusion Type (A001) Select Condition Table KUNNR / MATNR Specify Customer Number Specify Validity Periods and List out all the Materials that are allowed for this Customer. Go to VA01 and raise the Sales Order with a Material which has not been listed in condition Records and check system response. Customer Material Info Records (VD51) Is one kind of Master Data in Sales and Distribution where we can maintained Customer Own description for the Material. In addition to this Plant, Delivery Priorities, Splitting Criteria, Under Delivery and Over Delivery Tolerance etc., can be maintained. If the data maintained in Customer Master Ship to Party as well as Customer Material Info Records. SAP always gives the priority for Customer Master Info Record only. It ignores remaining areas. Configuration Settings Check Read Info Records should be activated in VOV8 of “OR” Go to VD51 Path: Logistics Logistics Execution Master Data Customer Master Information VD51 – Create Specify Customer Number, Sales Organization, Distribution Channel Specify Customer Material (XYZ) Select Line Items Go to details Icon Specify Customer Description and Maintain Plant, Delivery Priority etc and save it. Go to VA01 and raise the Sales Order and specify Customer Material Number or description.

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CREDIT MANAGEMENT / RISK MANAGEMENT

In Business Credit Sales is quite common when business grants materials on credit. It should be very cautious while granting Credit to the Customers, otherwise Business may be bankrupted. To avoid this type of situation SAP delivered a feature called “Credit Management / Risk Management”. By using Credit Management component Business can carryout different kinds of Credit Checks while processing Sales Documents. If the Credit Limit exceeds during Sales Order processing then Sales Order can be blocked for outbound delivery processing then concern person in the Business “Credit Representative or Credit Manager” may take certain decision I e Allowing the Sales or Rejecting the Sales. By using Risk Management component business can take ”Collateral Security” (ex: LOC – Letter of Credit or Payment Card) so that risk can be minimized. Credit Management: By using this component by closely intExrating with FICO Module 2 kinds of Credit Checks can be carried out, that are: a. Simple Credit Check: In simple Credit Checks system compares Credit exposure with Customer Payers Credit Limit and if Credit Limit exceeded then system response by giving warning, error or delivery block according to the value that we set at VOV8 of “OR” in Check Credit Limit field. In simple Credit Check system gets Credit Exposure from the total of the Net Document value and value of the open items. b. Automatic Credit Check: In Automatic Credit Check, system get the Credit exposure like simple credit check but it takes open orders, open deliveries, open receivables and open items to compare customer payer credit limit. In Automatic Credit check different types of credit checks are available. Ex: Static, Dynamic, Document Value, Critical Fields, Next Review Date, Open Items, Oldest Open Items, Highest Dunning Level and User Exit Level. If Credit Limit exceeded, then system response according to the value that we set at OVA8 of “OR” definition of Automatic Check i.e. Warning, Error or Sales Order Blocking. Configuration Setting from FICO Module: Credit Control Area is a Physical Individual Organizational Unit in FICO Module. Which is responsible to monitor and to grant credit for the customers. One Credit Control Area can be Assign to number of Company Codes.

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COMPANY

CREDIT CONTROL AREA Company Code 1 Company Code 2

Path: IMG Enterprise Structure Definition Financial Accounting Define Credit Control Area Choose existing Credit Control Area. Ex: 1000 Click on Copy as Icon and Define Credit Control Area by changing data. Currency: Assign the Currency INR for the Credit Control Area. Update Group: This group updates open orders value, open delivery value, open billing values for the credit. If you Assign Update Group 000012 then: a. Sales Order: It increases open order value for delivery relevant schedule lines. b. Delivery: It reduces Open Order Value from Delivery relevant schedule lines and increases open delivery value. c. Billing Document: It reduces Open Delivery Value and Increases Open Billing Value. d. Financial Accounting Document: It reduces Open billing Document Value and Increases Open Items. If you Assign Update Group 000015 then: a. Delivery Document: It increases Open Delivery Value and Increases open Billing value. b. Financial Accounting Document: It reduces Open billing Document Value and Increases Open Items. If you Assign Update Group 000018 then: a. Sales Order: It increases open delivery value. b. Billing Document: It reduces Open Delivery Value and Increases Open Billing Document Value. c. Financial Accounting Document: It reduces Open billing Document Value and Increases Open Items. Fiscal Year Variant: Assign Fiscal Year Variant K4. Default Data for Automatically Creating New Customers: It any value maintained in the below specifies 3 fields then system automatically applies that data “Risk CatExory, Credit Limit, Representative Group” to New Customers. In IMG we are going to define Risk CatExory and Credit Representative group for Customers. The Credit Limit that we specified here applies to all the New Customers that are defined under risk credit control area. Ex: 100000/-

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Check All Company Codes: This indicator signifies that the posting of this credit control area applies to all the company codes that means the credit limit that we defined for new customers is a overall limits across all the company codes. Save it and exit. Assign Company Code to Credit Control area. Path: IMG Enterprise Structure Assignment Financial Accounting Assign Company Code to Credit Control Area. Choose our company code and assign our credit control area. Save it and exit. Define Groups: Here Customers are group for Credit Management. It is only for information purpose. Path: IMG Financial Accounting Accounts Receivable and Accounts Payables Credit Management Credit Control Account Define Groups Go to New Entries and Define Customer Credit Groups. Ex: Z001 – Major Customers Z002 – Medium Customers Z003 – Small Customers and Assign to Credit Control Area. Save it and exit. Define Risk CatExories: Here Customers are catExorized for Credit Management and Assign to Credit Control Area. Go to New Entries Y1 – High Risk CatExory Y2 – Medium Risk CatExory Y3 – Low Risk CatExory Save it and exit. Define Credit Representative Groups: Here company personnel can be defined as a Credit Representative Group and Assign to Credit Control Area. It can be used as a selection criteria to generate Credit List. Go to New Entries. Ex: CG1 399 Cr. Group Define Credit Representatives: Here Company Personnel “Partner Type PE of Partner Function KB or KM” defined as a Credit Representative with intExration of HR Module.

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Ex: Choose existing Credit Representative group and copying and renaming with our credit representative group and credit control area and save it. Credit Representative

Credit Control

Partner Function

Check Credit Control

Personnel Number

Name ID

CG1 399 KB 1051 Mr. XXX Emp 2

Go to change mode of Credit Control Area and Assign Risk CatExory (399) and Credit Rep. Group (CG1) save it and exit.

SD Configuration Settings 1. Specify Subtotal as a “A” for Credit Price: Path: IMG Sales and Distribution Basic Functions Credit Management / Risk Management Credit Management / Risk Management Settings Enter Settings Conditions : Procedure Choose our Pricing Procedure and Assign Sub-total as a “A” to Credit Price (A – KOMP / CMPRE) 2. Configuration Setting: Assign Partner Functions KB and KM to Sales Document Header to exchange information as well as to take certain decisions. Partner Functions KB – Credit Representative, KM – Credit Manager should be defined and assigned. Credit Manager is a superior to Credit Representative. Path: IMG Sales and Distribution Basic Functions Credit Management / Risk Management Credit Management / Risk Management Settings Enter Settings Configuration : Partner Choose Sales Document Header Click on change Icon Choose Standard Partner Determination Procedure “TA” Click on Partner Functions in Procedure control button under dialog structure Check Mandatory option fir KB and KM. 3. Output Types (KRML): To exchange the information between Credit Manager and Credit Group output type KRML should be configured with transmission medium 7 – Simple Mail.

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Path: IMG Sales and Distribution Basic Functions Credit Management / Risk Management Credit Management / Risk Management Settings Enter Settings Output Types Choose output type KRML – Credit Processing Click on Details Icon Click on Display to Change Icon And again choose output type KRML and Click on Details Icon. General Data Access Sequence : 0005 – Credit Control Area Check Access to Conditions Check Multiple Issuing Default Values Tab Dispatch Time: Send Immediately when saving the application. Transaction Medium : Simple Mail (7) Partner Function : KB – Credit Representative Communication StratExy : Blank Time Tab Check Timing – 2 Check Timing – 3 Periodic Jobs not allowed. Mail Specify the Document Name : KREDITCHECK Priority : 9 Click on Mail title and Texts control button Choose Language – English Double Click on Text and Type the Text and specify the Message. Save it. Click on Processing Routines Assign Program FORM Routine written by ABAPer by which output going to be trigger. Click on Partner Functions Control Button Assign KB and KM to Transmission Medium Simple Mail. Save it and exit.

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Maintain Condition Records (VV11) (Credit Control Area / Credit Representative Group / Risk CatExory) Specify Credit Control Area Specify Credit Representative Group (399) Specify Risk CatExory (Y1) Assign Partner Function (KB) Transmission Medium – 7 Dispatch Time – 4 Language – English Select Condition Line Item Click on Communication Specify the Note {If you want to attach the file Click on Attach button} Recipient Specify the recipient Address Specify the recipient Type Check Send Express The Message will be sent to the recipient as express message and a dialog box will appear with the user and info. Check Copy: This indicator sends message to the recipient as a copy. User can view the document, he can not change it. Check Blind Copy: The user receives the message without having any choice to modify it. Save it and exit. Determine Active Receivables per Item CatExory: Choose Item CatExory TAN and check Credit Active. Receivables Risk Management: Here Receivables Risk Management component is going to be configured so that Risk can be minimized. a. Define Forms of Payment Guarantee: Forms of payment guarantee defined. Ex: Payment Guarantee 02. Payment Guarantee 3 – Payment Card Financial Document CatExory – NIL Financial Document Processing 01 – Letters of Credit 04 – Guarantee Defined and save it, Exit. Define and Assign Payment Guarantee Schemas: a. Define Payment Guarantee Schema: Here Payment Guarantee Procedures 000001 – Letters of Credit 000002 – Payment Cards Define and relevant Forms of Payment Guarantee Ex: 02 – Payment Cards Assign to Payment Guarantee Procedure - 000002 by going to Forms pf Payment Guarantee button under dialog structure. Save it and go back.

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b. Define Customer Determination Schema: Here Customer Ex: 0001 – Letters of Credit 0002 – Payment Cards Defines. These values reflected in Customer Master Sales Area Data Section Billing Tab. c. Define Document Determination Schema: Here Document Payment Guarantee Schema Ex: 01 – Standard defined. It will be reflected in Sales Document Header Level. Assign Document Scheme to Order Types: Choose Sales Document Type “OR” and Assign Document Payment guarantee procedure 01 and save it. Define Payment Guarantee Scheme Determination; Here Customer Payment Guarantee Schema and Document Payment Procedure Scheme Assign to Payment Guarantee Scheme or Procedure. Ex: Customer Payment Guarantee Procedure – 0002 Document Payment Guarantee Procedure – 01 = Payment Guarantee Procedure – 000002 (Payment Cards) save it and exit. Define Credit Groups: As automatic Credit Checks determine Credit Control Area + Risk CatExory + Document Credit Group, Sales Documents, Delivery Documents and PGI Documents should be group. That means Automatic Credit Check can be carried out on Sales Order Level or Delivery Level or PGI (Post Goods Issue) Level. Ex: 01 – Credit Group for Sales Order 02 – Credit Group for Delivery 03 – Credit Group for Goods Issue. Save it and exit. Assign Sales Documents and Delivery Documents: a. Credit Limit Check for Order Types: Choose Sales Document Type “OR” and Assign check Credit Limit as a “D” and Credit Group for Sales Order (01) and save it. b. Credit Limit Check for Delivery Types: Choose Delivery Document Type “LF” and Assign Delivery Credit Group (02) and Goods Issue Credit Group (03) save it and exit.

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Simple Credit Check

SAP carries out Simple Credit Limit Check based on configuration settings that we set at VOV8 of “OR” in Check Credit Limit field as a A, B, C. Assign “B” (Remove Credit Group 01 for Simple Credit Check).

Create Customer Credit Master: Path: Logistics Sales and Distribution Credit Management Master Data FD 32 – Create Specify the Customer Number Specify the Credit Control Area Check Overview Check Address Check Central Data Check Status Check Payment History and press enter

Over View: In Overview Screen system gives overview of Customer Credit Limit, Credit Exposure, Credit Limit used and Horizon can be specified. (If Horizon specified then system takes Outstanding Sales Values that falls with in the Define Credit Horizon to calculate Credit Limit), Payment History, Dunning Data etc., Address: System copies Address Screen from Customer Master.

Central Data: Specify total amount that is going to be permitted as a Credit Limit for Customer under all Credit Control Areas.

Specify Individual Credit Limit that is going to be permitted for customer with in single Credit Control Area.

Assign Currency of the Customer: INR Status Screen: In this screen we can specify Customers Credit Limit that represents an upper limit for the total receivables and foreseeable receivables from the Customers. The total receivables results from open items plus special selected GL transactions.

Open Items: Invoices – Credit Memos + Payments.

Special GL Transactions: Ex: Down Payments. (The total Receivable Results from the Values of Orders that already accepted)

Risk CatExory, Credit Representative Group, Customer Credit Group.

Check Blocked: If it is Check then the Customer is blocked for all types of transactions but we can force the Invoices for which deliveries already done. Payment History: System Records Customer Payers Payment details if at Customer Master Company Code Data section check payment history records activated. Save it.

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Go to XD01 or XD02 Go to Sales Area Data Section Billing Tab and Assign Credit Control Area and save it. Go to VA01 and raise the Sales Order and check system response for Simple Credit Check.

Go to VN01N and initiate Outbound Delivery, then system blocks the document due to Credit Check. Then concern person in the Business removes the block by going to VKM3 or VKM4 or VKM5.

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AUTOMATIC CREDIT CHECK

Define Automatic Credit Control (OVA8) Path: IMG Sales and Distribution Basic Functions Credit Management / Risk Management Credit Management Define Automatic Credit Control Automatic Credit Control is going to be determine based on 3 factors that are: a. Credit Control Area b. Risk CatExory c. Credit Group for Sales Order. Go to New Entries and specify Credit Control Area + Risk CatExory + Credit Group of the Document. Document Controlling: No Credit Check: With the help of ABAPers routines can be written to control document with respective Credit Checks. Ex: It system should not carry out Automatic Credit Check if Document doesn’t contain any items. Check Item Check: This control determines when Automatic Credit Check should be carried out while processing Sales Document i.e. from specifying Ship to Party No or from specifying Material No or while saving the Document. Released Documents are still unchecked deviation in %: Specify the percentage rate as a deviation factor for documents that already have been approved for credit. Ex: Sales Order has been raised for 10 Boxes for a value of Rs.1000 and it was approved for credit. After raising Sales Order to the Customer wants to add more items then the total value of additional items exceeds the deviation percentage then system carries out Credit check. Ex: 10. No of Days: Specify the No of days after which the changed documents must be recheck the Credit. This function can be used for checking documents that have already been released by Credit Representative, but that have subsequently change. System doesn’t carryout Credit Check if the following factors are matched. That are a. The Value of the changed order is not greater than the value added approved for Credit. (Inclusive of deviation factor). b. The Current Date is not greater than the original release date + the no of days specified here.

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Credit Limit Seasonal Factor: % Minus Check From To Credit Limits can be granted based on the season. Specify the % tolerance limit up to which Customer Credit Limit may be temporarily extended or deducted. Ex: If you specify 5% and check minus option then Customer Credit Limit is going to be extendedly 500/- for 10000/- Credit Limit. From To: Specify the time periods for bExinning of the seasonal factors. Checks in financial Accounting / Old Accounts Receivables Summary: Check Payer: It controls to carry out checks against current payer only. If it is relevant for open items, oldest open items and highest dunning level types of credit checks. It is only applied if the current payer copies from Partner Determination Procedure. Permitted Days and Permitted Hours: Specify the time limits (Ageing Period) to carry out Credit Check against Current Payer for “Oldest Open Item Credit Check”. Checks 1 Static Reaction Status/Block Open Order Open Delivery

2 Dynamic Reaction Status/Block Horizon Period Month

3 Doc Value Reaction Status/Block Max Doc Value

4 Critical fields Reaction Status/Block

5 Next Review Date

Reaction Status/Block No of Days

6 Open Items Reaction Status/Block Max Open Item in % No of Days Open

7 Oldest Open Items

Reaction Status/Block Days Oldest Open Item

8 Highest Dunning Level

Reaction Status/Block Highest Dunning Level

9 User 1

User 2

User 3

(By using User Exists LVKMPTZZ and LVKMPFZ1) Static: System carries out Credit Check by getting Credit Exposure by comparing total value of Open Sales Documents, Open Delivery Documents, Open Billing Documents and Open Items. If Credit Limit exceeded than according to the value that we set at reaction field that is No Message, Warning, Error Message etc is going to be responded.

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If system has to take all Open Orders, all Deliveries into consideration then Check Open Orders and Open Deliveries option. If Credit Limit exceeded, you want to block it then Check Status / Block Indicator. Dynamic: It indicates system carries out Dynamic Credit Limit check with in specify Credit Horizon. System gets the Credit Exposure by splitting static part (Open Items, Open Billing and Open Delivery Values) and dynamic part i.e. Open Order Value. The Open Order includes all or not yet partially delivered orders. The value is calculated based on shipping date and the Credit Horizon (Ex: 2 Months) that we specified in the Horizon field so that when evaluating the Credit, system ignores all open orders that are due for delivery after that horizon date. The sum of the Static and Dynamic parts may not exceed the Credit Limit. Document Value: It indicated that system carries out Credit Check based on Maximum Document Value that we specified in Max Doc Value field. This kind of Credit Check is relevant for New Customers whose Credit Limit not defined. Critical Fields: Critical Fields like Payment Terms changed then system carries out Credit Check along with Additional value days and fixed value days. Note: This Check is only valid for Sales Documents only. Next Review Date: It indicates whether system has to carry out Credit Check based on the date of next review date for Credit. While processing the Document the next Credit Review date should not be on the current date which we maintain (FD32 – Customer Credit Master ���� Status Section Internal Data ���� Next Review Date) We define time buffer for this kind of Credit Check in the adjacent field and also we can maintain no of days that are added to next credit review date. Check Open Items: Specifies whether the system carries out Credit Check based on Open Items. Based on the below specifies factors, system carries out Credit Check on Open Items. a. Maximum % of overdue items in open items. b. No of days which the open items are overdue. The proportion of overdue open items (That exceeds the specified no of days in the total of open items should not exceeds the % specified) Oldest Open Item: It indicates whether the system carries out Credit Check based on the age of the oldest open item. The oldest open item must not be older than the no of days specified. Highest Dunning Level: It indicates whether system has to carryout Credit Check based on the highest dunning level which we maintain in Customer Master Company

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Code data section in Correspondence Tab Dunning Procedure and Dunning Level � which will be copied to (FD32 – Customer Credit Master Overview Section Dunning Data) When Dunning Procedure reached to the highest level than system carries out Automatic Credit Check. Check Static, save it and exit. Go to VOV8 of “OR” and Assign Value “D” in Check Credit Limit field and Assign Credit Group as a “01”, save it and exit. Go to VA01 and raise the Sales Order and check Automatic Credit Check effect. Go to VL01N then system blocks the Document. Go to VKM3 and release the Document. FAQ: If Credit Management to be configured for Division Specific? How do you configure it? ANS: Assign Credit Control Area to Sales Area. Sales Area is a combination of Sales Organization, Distribution Channel and Division. Path: IMG Enterprise Structure Assignment Sales and Distribution Assign Sales Area to Credit Control Area Choose our Sales Area and Assign our Credit Control Area.

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TRANSFER OF REQUIREMENT AND AVAILABILITY CHECK

To confirm the Quantities for a line item in the Sales Order, system tries to understand what kind of Material Type it is?. Depending upon the Material type (FERTS), system proposes General Item CatExory Group (NORM), together with other 3 factors (TA, NIL, NIL) system determines item catExory for a line item in the Sales Order, together with MRP type (PD or NIL) system determines Schedule Line CatExory (CP) if Schedule Line CatExory CP then SAP can understand that it has to perform transfer of requirements (TOR) Availability Check function based on the “Requirement Type” (041) which points “Requirement Class” (041) where we specify that TOR and Availability Check functions should be carried out globally. By default these values proposed in Schedule Line CatExories where Requirement Type (041) determined. By following a search stratExy system determines requirement type. Requirement Type signifies what kind of requirements (Sales Order Requirements or Delivery Requirements). Once the requirements are transferred to MRP then system carries out “Availability Check Functions”. While carries out available check functions system determines ATP Qty following a formula. ATP Qty = Warehouse Stock + Planned Receipts + Planned Issues. Availability Check is going to be controlled by taking 2 factors into consideration. That are a. Checking Group + b. Checking Rule Checking Group determines what king of requirements it has to generate. Ex: Individual Requirement or Summarized Requirements.

Checking Rule specifies Scope of the Availability Check that means what kind of MRP elements ( PR – Purchase Requisition, PO – Purchase Order, Planned Orders, Production Orders, Stock in Transfer, Stock at Inspection, Stock in Transit, Reserves, Safety Stocks, Sales Orders, Deliveries and also RLT (Replenishment) type has to taken into consideration.

If system calculated positive ATP Qty then system confirm the Qty on Requirement Delivery Date by following “Backward Scheduling” or otherwise “Forward Scheduling”. As a delivery schedule system takes material availability date, Loading date, Goods Issue date and Transportation Planning date into consideration.

If system finds NExative QTP Qty then SAP gives 3 options to the user as a “Result of Availability Check”. a. Online Delivery b. Complete Delivery c. Delivery Proposal.

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Configuration Settings for TOR:

1. Define Requirement Class: Requirement class specifies whether TOR and Availability check carried out transactions whether requirements are relevant for MRP etc., Path: IMG Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements A. Define Requirement Class: Select 041 – Order / Delivery Requirement. Go to Details icon Check Availability Check Transfer of Requirement. These Requirements are copies to Schedule Line CatExories by default. Where we can have fine tuning of Schedule Line CatExories with respective TOR and Availability functions. That means depending up on the transaction type. This TOR and Availability Check functions can be de-activated at Schedule Line CatExory level then system doesn’t carryout TOR and Availability Check functions for that particular transactions. Ex: For Sales Activities. Note: If TOR and Availability functions de-activated at Schedule Line CatExory level and they doesn’t effect requirement class as they are copies from requirement class only. B. Define Requirements Type: Requirement Type identifies different types of requirements. Ex: Sales Order Requirements or Delivery Requirements or Individual Customer Requirement.

Together with Item CatExory + MRP Type, Requirement Type can be determine for individual transaction in Sales and Distribution.

Requirement Type is Assign to Requirement Class. Requirement Type is allocated to single requirement class but requirement class can be assigned to several requirement types. Ex: 041 – Requirement Class. Save it and exit. C. Determination of Requirement Types using Transaction: To determine Requirement Type system follows a search stratExy that is 1. First system checks “StratExy Group” in the Material Master from MRP3 view or else 2. It will go to MRP group from MRP1 view to find out requirement types or else 3. System tries to determine requirement type by using Material type or else 4. It will go to Item CatExory + MRP Type (This is S & D Assignment) or else 5. System tries to determine requirement type by using item catExory only or else 6. System assumes that the transaction is not relevant for TOR and Availability Check.

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Item CatExory + MRP Type = Requirement Type. TAN + PD = 041 TAN + NIL = 041 TAN + ND = 011 – Delivery Requirement Path: Go to VA01 Overview Screen, Procurement Tab Requirement Type 041. D. Define Procedure for Each Schedule Line CatExory: In this step we can determine for respective schedule line catExories of Sales Document whether Availability Check and TOR should be carries out or not. It is only relevant for Sales Document. It is called find tuning of Availability Check for Sales Documents. That means TOR and Availability Check functions controls can be activated at required class level and they can be de-activated at Schedule Line CatExories Level if they are de-activated at requirement class level as they are copied from requirement class level. Ex: For Sales Activities if the user wants to carry out Availability Check without TOR at Schedule Line CatExory Level TOD should be de-activated and Availability Check should be activated. E. Block Qty Confirmation in Delivery Blocks: Due to Credit Checks if Sales Document is blocked for delivery and while defining schedule line catExories if TOR and Availability Check functions are activated then system carries out TOR function and transfer the requirements and reserve the stock. If Sales Document blocked for credit check the reserved stock is going to be block till the Credit Manager takes the decision unless and until the block is removed the blocked stock can not be used by anywhere so that transfer of requirement should be block. In this step we configure the system that system transfers the requirement but stock is not going to be reserve. It can be viewed when save the Sales Order as a confirmed Qty as a Zero. Once block is removed then system immediately carries out Availability Check and system confirms Qty. Activity: a. Deliveries: Blocking Reason / Criteria Ex: 01 – Credit Limits Check Confirmation Check Picking Check Goods Issue b. Reason for and Scope of Delivery Blocks: TOR Block: Ex: 01 – Credit Limits Check Confirmation Block

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F. Maintain Requirements of TOR: With the help of ABAPers Customers Requirements can be written (VOFM) for Transfer of Requirements. Ex: 102 that prevents reservations the event of Credit Blocks. G. Maintain Requirements for Purchase and Assembly Orders: Here with the help of ABAPers requirements can be written. Ex: System should not create purchase requisition or Assembly Order if Credit Limit exceeded. Ex: Requirement Number 102 - Purchase Requisition 105 – Assembly. Configuration setting for Availability Check with ATP Logic or against planning. a. Define Checking Groups: Checking Groups specifies what kind of requirements system has to generate when the material placed in Sales Order or Delivery. That are individual requirements or summarized requirements. Path: IMG Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check with ATP Logic or Against Planning Define Checking Groups : Here checking Groups 02 – Individual Requirements with total records for Sales Order as a A – Single Order. Total records for deliveries as a A – Single Orders with blocking Qty requirement. This control blocks the Material which is only in place during AVT Check. It can be set if multiple users wants to access the material table simultaneously so that the user can have clear view about the Availability of the material. b. Define Material Block for other user: This indicator allows the users to process in different Sales Orders at a time, then without blocking the Qty for one Sales Order checking group can be set so that system carries out Availability Check for one Material after another Material. c. Define Checking Groups Default Value: Depending upon the Material type system by default proposes “Checking Group” in the Material Master by default. So that depending upon the Material Type system proposes and creates requirements. Go to New Entries Specify Material Type FERT, Plant and Checking Group of Availability Check as a 02 – Individual Requirements. Save it and Exit. d. Carry out Control for Availability Check: Availability Check is going to be controlled by Checking Group + Checking Rule. Here checking group (02) assign to Checking Rule (01) select the combination and go to details icon. e. Define Procedure by Requirements Class: Requirement Class 041 checked with Availability Check and Transfer of Requirements. Note: These settings copies from TOR only.

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f. Define Procedure for Each Schedule Line CatExory: Here find tuning settings for Availability Check at Schedule Line CatExory level can be configured. Ex: CP – Check Availability Check and Transfer of Requirements. Note: This configuration settings are copies from TOR configuration settings. g. Define Procedure for Each Delivery Item CatExory: Here Availability Check control define delivery Item CatExory whether system has to carry out Availability Check or not for Delivery Item. Choose Item CatExory TAN and Assign Blank, X or Y. h. Checking Rule for Updating Back Orders: When the Document saved with order Qty ZERO then system treats the Order as a back order. Then the back order can be completed by using concept called Re-scheduling. To update the back orders we define Checking Rule at Plant Level. Ex: Choose our Plant and Assign Checking Rule (01) save it and exit. i. Define Default Settings: While Carry out Availability Check system determines ATP Qty by following a formula: ATP Qty = Warehouse Stock + Planned Receipts – Planned Issues If ATP Qty is positive then system confirms the Qty according to required delivery date. If ATP Qty is NExative the SAP gives 3 options (in a dialog box) to the user to take decision. That are: 1. One Time Delivery: In One Time Delivery of Order Qty is 100 Units, Required Delivery Date is Current Date then system confirms Qty after 1 week. If the user uses one time delivery then system confirms Qty as a ZERO then it can be completed by using Back Order Processing. 2. Complete Delivery: If the user chooses this option that is 50 items today, remaining 50 items after 1 week then system confirms full Qty after 1 week. So that Order can be delivered after 1 week. 3. Delivery Proposal: The user chooses this option then 50 confirmed and delivered today and remaining 50 can be delivered after 1 week Choose Sales Area Check Fixed Date and Qty and Assign Rule for Transferring the Result of the Availability Check. Ex: E – Dialog Box in the case of Shortages (Delivery Proposal) save it and exit. Note: Create one Material and raise the Sales Order without initiating the stock and check the effect. Check Fixed Date and Qty: This indicator signifies that the Customer concerned to accept system confirmed order qty date.

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COPY CONTROL Ex:

COPY CONTROL

|

"QT" | "OR"

HEADER HEADER HEADER

ITEM ITEM ITEM

SCHEDULE LINE SCHEDULE LINE SCHEDULE LINE

Copy control is a concept by which SAP copies data from Source Document to Target Document by using Data Transfer routines at each level of Document. While copying “Requirements can be Specified” so that system takes those requirements into consideration while copying data. Transaction code VOFM to get the data transfer routines. Documents can be copied: a. Sales Document To Sales Document b. Sales Document To Delivery Document c. Sales Document To Billing Document d. Delivery Document To Billing Document e. Billing Document To Billing Document f. Billing Document To Sales Document Sales Document To Sales Document: Path: IMG Sales and Distribution Sales Maintain Copy Control for Sales Documents Copying Control Sales Document to Sales Document Header: Choose “OR to QT” Click on Display to Change Again Choose OR to QT Go to Details Icon Data Transfer Routines: 051 – General Header Data. This routine transfers General Header Information from Header to Header copies. It is Assigned to VBAK

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Table. This routine also ensure certain data should not be copies. Ex: Purchase Order. Data Transfer Routines: 101 – Business Data Header. This routine transfers Business Data from Header to Header. Ex: Payment Terms, INCO Terms etc., Data Transfer Routines: 001 – Partner Header. This routine transfers relevant Partner Functions from Header to Header, Irrelevant Partners removed and required Partners fulfilled. Copying Requirements: 001 – Header – Same Customer. This requirement ensures whether same sold to party is going to be copies or not into target document. Otherwise system throws error. Ex: One Quotation raised for Customer “A”, if Sales Order is going to be raised with reference to same Quotation for Customer “B” then system throws error. Check Copy Item Number: This Indicator copies Sales Order Line Item number from preceding document to target document. Check Complete Reference: This Indicator issues a message if source document Qty has not been fully referenced. Item: Choose Item catExory AGN go to details icon a. Proposed Item CatExory: Specify Item CatExory the system automatically proposes and it overwrites VOV4. Ex: In Billing Cost determination should not take place for Credit Memos for Third Party Orders (G2S). So that system should use item catExory TASG as a default since it doesn’t determine cost instead of proposing item catExory TAS. Data Transfer Routine: 151 – General Data Item. This routine transfers General Data from Item Level. Data Transfer Routine: 102 – Business Data / Item Completion. This routine transfers Business Data at Item Level. Ex: Payment Terms and INCO Terms etc., Data Transfer Routine: 002 – Partner Item. This routine transfers relevant Partner Functions from source document to target document at item level. It copies relevant Partner Functions and its removes irrelevant partner functions and fulfill required partner functions. Copying Requirements: 301 – Item rejection reasons. This requirement doesn’t copy the rejected items from source to target documents. Check Copy Schedule Lines: This indicator copies or created schedule lines in target document. Ex: When contract document released by the releasing order “OR” then system has to create schedule lines in “OR” even though contract document doesn’t contain schedule lines. Update Document Flow: Ex: X – Create Document Flow Records. Blank – Do not Create Document Flow Records 2 – Create Document Flow Records except for delay / Goods Issue / Billing Document

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The Value of this field created Document Flow Records. FAQ: Can we Create Document Flow Records only for Inquiry, Quotation and Sales Order? ANS: Yes. It is relevant for Contract Business Cinereous. We have to Assign Value as a 2. Check Don’t Copy Batch: This indicator determines whether system has to copy Batch from Preceding Document to Target Document. Configuration: The value of this field determines whether system has to fix configuration from Preceding Document to Target Document or it has to re-determine in the New Document. It is relevant for Configurable Materials only. Check Re-explode Structure / Free Goods: This indicator determines whether BOM as well as Free Goods should be re-determined or they should be copies into Target Document. Positive / NExative Qty: Ex: + - Positive. The Value of this field determines effect on source document after copying into target document. Ex: If Quotation created for 100 Items and Sales Order is going to be raised for 80 Items then Quotation will have a Positive effect or if Sales Order raised for 120 Items then Quotation will have a NExative effect.

Quotation ���� Sales Order - Positive Contract ���� Return - NExative Sales Order ���� Sales Order - No Effect

If it is Billing Document

Delivery ���� Invoice - Positive Delivery ���� Cancellation - NExative Delivery ���� Proforma Invoice - No Effect.

Copy Qty: Blank – Automatic Qty Determination A – Copy Order Qty B – Copy Target Qty Select Blank. The value of this field determines which Qty should be copies from Source Document to Target Document. If it is Quotation to Sales Order system automatically determines copying Qty. If it is Invoice to Sales Document then system copies Target Qty. Pricing Type: Ex: A – Copy Price components and re-determine Scales. B – Carry out New Pricing C – Copy Manual Pricing Elements and re-determine the others. D – Copy Pricing Elements Unchanged The value of this field determines how the Pricing to be carried out while copying the source document to target document.

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Ex: If Inquiry made for 100 Items Quotation raised for 100 Items Sales Order raised for 100 Items PGI (Post Goods Issue) has been done for 75 Items, then billing should be carried out in Invoice by copying same Price Components with determining the scale rates, then Ex:Pricing Type should be “A”. If during Sales Order Processing or Billing Document Processing if the user has to carry new pricing completely then user has to specify Pricing Type as a “B” in the item condition screen of Sales Document or Billing Document. FAQ: Can we carry out New Pricing during Sales Document Processing? ANS: YES. By using option update in Item Condition Screen. Copy Mode for Material in Value Contract Item: The value of this field determines whether Value Contract Item is to be copies or not from Value Contract to Release Document. Copy Result of Product Selection: Ex: A. The value of this field determines whether system has to copy product selection from Preceding Document to Target Document or it has to carry out New selection. Schedule Lines: Choose schedule line catExory “BP” and go to details icon Data Transfer Routine: 201 – General Schedule Data. This routine transfers General Data in Schedule Line catExories from Source Document to Target Document and also it makes sure that certain data should not be copies and they are re-determine in the Target Document. Ex: Actual Schedule Line Number and Availability Dates according to the Availability of Material. Copying Requirements: 501 – Schedule Qty > 0. This requirement make sure that Schedule Lines goods Qty > 0 only can be copies from Source Document to Target Document.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

C O N T R A C T S

In Business Customers enter for worth of Material, for Qty of or for Rental Contracts. Contract is a LExal binding of both parties to perform certain activities for a sake of “Monitory Considerations”. Contracts can be mapped in SAP system by defining Documents. Ex: Qty Contract (KM) Value Contract (WK1 and WK2) Service Contract (WV) Rental Contract (MV) Master Contract (GK) Master Contract is nothing but a Header Contract to which all Contracts can be Assigned as a Lower Level Contracts, if the Customer enters for all Contracts with the Business. Due to this Master Contracts data consistency can be maintained. Master Contracts are executed thru “Work Flow”. Contracts doesn’t have any Schedule Lines. In Business one person should be authorized to enter and “To Release” the Contracts. Usually Sold to Party or Ship to Party may be authorized to release Contract. Partner Function “AA” – Sold to Party authorized to release the contract should be define and assign to Partner Determination Procedure for Customer Master object or Sales Document object. Release Order: Contracts are released by using Release Order i.e. Sales Order. Ex: TA. For Contracts Business may follow different Pricing Procedures. Qty Contract (KM): When the Customer wants certain Qty of the Material during certain period or when the Business lacks sufficient production to meet the demand Qty contracts can be entered. To distribute available Qty evenly among Customers. VOV8 of KM Sales Document Type NMS SD Document CatExory – G Screen Sequence Group – LP – Out Line Agreement Transaction Group – 4 – Contract Doc Pricing Procedure – A Message : Master Contract A – Check No Delivery and No Billing VOV7 of KMN Completion Rule – C Pricing - X Uncheck Schedule Lines Allowed

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SAP-SD 145

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Copy Control (VDAA) KM – TA: Item level Pricing Type – G – Copy Pricing elements unchanged and re-determine taxes. Process Flow: VA41 VA01 VL01N VF01 KM TA LF F2 Qty Contract���� Standard Order���� Delivery���� Invoice Path: Logistics Sales and Distribution Sales Contract VA41 – Create Specify the Contract Type KM and Sales Area Specify Validity Period Save the Document and go to VA01 to release the Contract Go to VL01N and VF01.

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SAP-SD 146

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Value Contract (WK1)

When the Customer wants worth of certain materials during certain period value contracts can be entered. Value contracts follows different document pricing procedure. Assortment Module: Is a Tool where we can maintain the Materials that are going to be participated in the Value Contract from which Value Contract Items can be copied into Value Contract Document.

It works as a Order Entry Tool.

VOV8 of WK1 Doc CatExory - Screen Sequence Group – WK Transaction Group – 4 Doc Pricing Procedure – Y

VOV7 of WKN Completion Rule – E Pricing - X Uncheck Schedule Line Allow. Check Ord Qty – 1 Value Contract Material (Any Material) Contract Release Control – A

Go to OVKK and Assign Standard Pricing Procedure WK0001, Condition Type WK00 with Document Pricing Procedure as a “Y”. Go to V/06 and Choose WK00 Access Sequence – NIL Condition Class – B Calculation Type – B Plus / Minus – Blank Manual Entries – C Check Header Condition Check Item Condition Process Flow WSV2 VA41 VA01 VL01N VF01 WK1 OR LF F2 Create Assortment Module

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Path: Logistics Sales and Distribution Master Data Products Value Contract Assortment Module WSV2 – Create Click on Items Specify Description List out all the Materials that are going to be participated in the Value Contract with validity periods. Save it and note down the Assortment Module Number. Go to VA41 Specify Doc Type WK1 Specify the Description Specify the Validity Periods and Specify the Assortment Module Number with Target Value in the Line Item and save the Document. Go to VA01 and release the Value Contract. Specify the Open Qty Select Line Item Click on Expand Assortment Module Option. Specify the Order Qty, Press Enter and go back, again select line item and click on copy system copy 2 line items and process the Sales Document then VL01N and VF01.

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SAP-SD 148

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Service Contract (WV)

When the Business providing service for the sake of Monitory consideration Service Contract can be entered. For Service Contract separate Pricing Procedure can be used. Ex: PSER01 – Std Pricing Procedure for Service Contract. That contains condition type PPSV. Create Material Master by specifies base unit of measure “Day or Month”. Material Type is “Service”. General Item CatExory Group – LEIS Go to OMS2 Choose DIEN Click on Qty / Value updating. Go to OVKK and Assign Pricing Procedure PSER01 with Document Pricing Procedure “V”, Condition Type PPSV save it and Exit. Go to V/06 of PPSV Access Sequence – PPSV Condition Class – B Calculation Type – N (Qty – Monthly Price) Manual Entries – C Check Item Condition Scale Basis – N (Time Period Scale Monthly) Scale Type – B (To Scale) Unit of Measure – 1 Go to VK11 and maintain condition records for PPSV and save it.

VOV8 of WV SD Doc CatExory – G Screen Sequence Group – VT Transaction Group – 4 Doc Type Pricing Procedure – V Order Related Billing Type – F2 Pricing Procedure Condition Header – PABR01 Pricing Procedure Condition Item – PABR02 Contract Profile – 0001 – One Year Contract (Path to Define Contract Profile: IMG Sales and Distribution Sales Sales Documents Contracts Contract Data Control Cancellation Define Cancellation Reasons (Ex: 01 – Too Expansive)

Define Cancellation Procedures: Ex: 0001 – Cancellation to Valid Period Ending Yearly withdrawal Right. Save it and Exit

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Define Cancellation Rules: Here Cancellation Rules can be defined. Ex: 0002 – Cancellation to Valid Period and End, Yearly Withdrawal Right. Cancellation Date : 08 – Contract Start Date + Contract Validity Period Notice – 3 Cancellation Unit : 3 – Month Cancellation Period : 1 Period Unit – 4 (Year) Rule Valid to – Blank

Assign cancellation rules and cancellation procedures. Here Cancellation procedures are defined and relevant cancellation rules are assigned. Ex: Cancellation Procedure 0001 Assigned to Cancellation Rule 0002. Define Cancellation Rules: Here cancellation rules can be defines. Ex: 0002 – Cancellation to Valid Period and End, Yearly withdrawal right. Cancellation Date 08 – Contract Start Date + Contract Validity Period. Notice – 3 Cancellation Unit – 3 Months Cancellation Period – 1 Period Unit – 4 (Year) Rule Valid to – Blank Assign Cancellation Rules and Cancellation Rules: Here Cancellation Procedures are defined and relevant cancellation Rules are Assigned.

Ex: Cancellation Procedure 0001 Assigned to Cancellation Rule 0002.

Define Contract Profile: Here Contract Profile Ex:0002 – Contract with Renewal defined where contract start rule Ex:04 – Acceptance Date Contract End Rule, 08 – Contract Start Date + Contract Validity Validity Period CatExory – 01 (6 Months) Cancellation Procedure – 0001 (Cancellation to Valid Period End, Yearly withdrawal right.

Action: 0003 – Create Quotation. System or User creates Quotation as a follow up action.

Action Date Rule: 19 – End of the Contract – 1 Month. Save it and go back. Define Validity Period catExories

Validity Valid Period Unit Valid Description

Period

01 6 3 6 Months

02 1 4 1 Year

Define Rules for Determining Dates: Here Date Determination Rules are defines. Ex: 04 – Acceptance Date Base Line Date - 04 Acceptance Date Save it and Exit.)

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SAP-SD 150

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Billing Request: IRC (Debit Memo Request for Contract). Assign Billing Document Type for Service Contracts that system automatically proposes for Business Compensation for Service Contract. Contract Data Allowed: Ex: X. The Value of this field determines whether Contract data allowed for this Sales Document. If you Assign “X” the changes that we are going to carried out at Header Level, doesn’t effect at Item Level. If you Assign “Y” changes effect at Item Level. Follow up Activity Type: 000 – Telephone Call. Assign follow up activity type that is to be created as a follow up action for Service Contract. VOV7 of WVN Completion Rule “C” Billing Relevance : I – Order Related Billing – Billing Plan. Billing Plan Type : 02 – Periodic Billing. Pricing : X Uncheck Schedule Lines Allowed. Save it and Exit. Go to VA41 and Process Service Contract and go to VF01 and raise Invoice.

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SAP-SD 151

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

MASTER CONTRACT When the Customer enters with different types of contracts those contracts can be assigned to Master Contracts as a Lower Level Contracts. So that date consistency can be maintained. Group Referencing Procedure (SDGK): To Assign Lower Level Contracts to Master Contracts are referencing Procedure required by which what kind of fields can be copied and what kind of fields proposed from Master Contracts to Lower Level Contracts. Path: IMG Sales and Distribution Sales Sales Documents Contracts Master Contracts Define Referencing Requirement a. Define Reference Sales Document Types: Here Lower Level Contracts are assigned to Master Contracts. b. Define Referencing Procedures: Has fields are catExorized into 3 parts 1. Identical Fields: A Master Contract can only be referenced by a contract if the fields in the Master Contract and Lower Level Contracts Matches. 2. Copy Fields: The Values of these fields are copied from Master Contract into Lower Level Contract. Deviating values in the Lower Level Contracts are not allowed. 3. Proposal Fields: Like copying fields are but values can be over written. Choose Standard Referencing Procedure SDGK and copy it and rename it (ZSDK). Select our Procedure Click on Fields Control Button under dialog structure Go to new entries and maintain entries in the table like below

Table Field Partner Copy Message

Name Function Rule

VBAK AUGRU C

VBKD INC01 B

VBAP KUNNR SP A

VEDA VLAUFZ A

Copying Rule: A – Check for Agreement B – Always Copy C – Copy only of Agrees Save it and Exit.

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SAP-SD 152

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

VOV8 of GK SD Document CatExory – 0 Screen Sequence Group – GK (Master Contract) Transaction Group – 4 Document Pricing Procedure – V Contract Profile – 001 Group Referencing Procedure – ZSDK Contract Data Allowed – X Check Update Lowe Level Contract Save it. Go to VA41 Specify Document Type “GK” Specify Sold to Party No Specify the Description Specify Contract Start Date – 01 (Today’s Date) Specify Contract End Date – 10 (Today’s Date + 1 Year) Save it and note down the Master Contract Number. Again go to VA41 and raise Quantity Contract Specify the Description Specify the Contract Start Date and End Date (Like Master Contract Validity Periods) and Assign Master Contract Number that was created in the previous step) Sate it and Exit. Go to VA41 of Master Contract and check Qty Contract has been assigned or not.

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SAP-SD 153

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

CUSTOMER COMPLAINTS

In Normal Business Process, Business or some times Customers may incur losses, so that compensations should be takes place according to the Partner. If Customer incurred loss Ex: Due to Damage in Transit Customer compensation to be carried out by following 2 methods. a. By sending Physical Materials proportionate to Damaged Goods OR b. Raising Credit Memo with reference to Credit Memo Request. If rehabilitation cost more than the Production cist then the Business may ask the Customer to destroy the goods the according to Customer request business may sent physical goods as a customer compensation or business may raise Credit Memo. If rehabilitation cost less than the actual cost then Business may ask the Customer to return the Damaged goods and it has to receive those damaged goods into separate storage location, then the Business has to test those damaged goods to find out the reason for the damage and also if there is any choice to rectify those damaged goods by the Quality Inspector. If there is any rectifiable goods existed then those goods will be rectified and transferred to “Un-restricted Usage” of main storage location. If un-restricted goods are existed then those goods are transferred to “Scrap” storage location, from there scrap materials are removed from scrap storage location by following Normal Standard Business Process.

Configuration Settings: If Customer doesn’t Return the Goods Credit Memo Request Process Flow: IN ���� QT ���� OR ���� LF ���� F2 ���� G2 ���� G2 VA11 VA21 VA01 VL01N VF01 VA01 VF01 Copy Control is Billing Document, Sales Document. VOV8 of G2 – Credit Memo Request SD Doc CatExory : K Screen Sequence Group : GA – Cr / Dr Memo Transaction Group : 0 – Sales Order Doc Pricing Procedure : A Delivery Type – NIL Order Related Billing Type G2 Billing Block : 08 – Check Credit Memo VOV7 of G2N – Request Billing Relevance : C – Relevant for Order Related Billing Status according to Target Qty Pricing : X Uncheck Schedule Lines. Check Returns

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SAP-SD 154

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Debit Memo Request: When the Business incurs Loss in Business Transaction due to Price Discrepancy or Excess Delivery Debit Memo Request can be raised. Process Flow: IN ���� QT ���� OR ���� LF ���� F2 ���� L2 ���� L2 VA11 VA21 VA01 VL01N VF01 VA01 VF01 VOV8 of L2 – Debit Memo Request SD Doc CatExory : L Screen Sequence Group : GA – Cr / Dr Memo Transaction Group : 0 – Sales Order Doc Pricing Procedure : A Delivery Type – NIL Order Related Billing Type L2 Billing Block : 09 – Check Debit Memo VOV7 of G2N – Request Billing Relevance : C – Relevant for Order Related Billing Status according to Target Qty Pricing : X Uncheck Schedule Lines. Uncheck Returns Flow: Standard Order Delivery Invoice Debit Memo Request Debit Memo RETURNS: When the Customer Return the Damaged Goods to Business, business has to receive those Damaged Goods into separate storage location (SL2), from there rectified goods transferred to main storage location. MB1B : 453 – SL1 un-rectified goods transferred to scrap storage location (SL3). Customer should be compensated, raising Credit Memo for Returns. Configuration Settings: Maintain 3 storage locations SL1, SL2 and SL3. Create Material Master under SL1 and extend the Material to SL2 and SL3. Go to MM02 and give Material Number in Copy from field. Go to MB1C and initialize the stock in SL1.

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SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Process Flow:

VA11 VA21 VA01 VL01N VF01

IN QT OR LF F2

|

RE LR (SL2)

|

MB1B

453

SL1

|

MB1B

Scrap 453 -----> VA11 -----> VA21 ----> VL01N ----> VF01

SL3

|

VF01 (RE) Credit for Request

VOV8 of RE – Returns SD Doc CatExory : H Screen Sequence Group : RE - Returns Transaction Group : 0 – Sales Order Doc Pricing Procedure : A Delivery Type – LR – Return delivery Delivery Related Billing Type : RE – Credit for Request Order Related Billing Type : RE – Credit for Request Billing Block : 08 – Check Credit Memo VOV7 of REN – Request Billing Relevance : B Pricing : X Check Schedule Lines Allowed. Check Returns Check Weight / Vol Relevant Check Determine Cost. VOV6 of DN – Returns Movement Type : 651 – Return Delivery Check Item Relevant for Delivery

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SAP-SD 156

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

SUBSEQUENT FREE OF CHARGE DELIVERY (SDF) While compensating the Customer if the Customer required Physical Materials as a Customer compensation subsequent free of charge deliveries can be used. Process Flow:

VA11 VA21 VA01 VL01N VF01

IN QT OR LF F2

|

S D F -----------------> LF

VOV8 of KL – Subsequent Delivery Free of Charge Doc CatExory : I Reference Mandatory : C Screen Sequence Group : RE - Returns Transaction Group : 0 – Sales Order Doc Pricing Procedure : C - Free Delivery Type – LF – Delivery Check Propose Delivery Date VOV7 of KLN – Free of Charge Item ----- NIL ----- Free of Charge Deliveries (Samples): When the Business grants Samples Document Type “CD” can be used with a Doc Pricing Procedure “C” Process Flow : CD ���� LF Invoice Correction Request (RK): For Customer and Business compensations instead of using two different documents i.e. G2 or L2 a single sale document can be used i.e. RK. In Invoice correction request system creates 2 line items for every single item in the Sales Order. One is Credit Item and another one is Debit Item. Customer compensation or Business compensation can be carried out thru Debit Item only. VOV8 of RK – Invoice Correction Request SD Doc CatExory : K Indicator : D Reference Mandatory : M – With Reference to Invoice Screen Sequence Group : GA – Credit / Debit Memo Transaction Group : 0 – Sales Order Doc Pricing Procedure : A Order Related Billing Type : G2 Billing Block : 08 – Check Credit Memo

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SAP-SD 157

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

CONSIGNMENT

Consignment Business Process when the Business launches New Product then the dealer may not take the Materials from the Business so that Business sent that new stock to dealer “CONSIGNMENT AGENT” without carrying out Billing Process.

If consignment Agent sells the stock to the consumer, then only business bills the customer “Consignment Agent”.

Consumer returns the goods to the Consignment Agent if they are damaged. So that Business should compensate it by raising Credit Memo.

If Consignment Agent doesn’t want to sell consignment stock then the business has to pick up unsold stock from customer side. V V Imp: Consignment Agent can be defined in SAP system as a special stock partner, with a partner function SB. Consignment Business Process consists of 4 phases a. Consignment Fill up: VA01 ���� VL01N KB LF b. Consignment Issue: VA01 ���� VL01N ���� VF01 KE LF F2 c. Consignment Returns: VA01 ���� VL01N ���� VF01 KR LR RE d. Consignment Pick Up: VA01 ���� VL01N KA LR Consignment Business Process:

Item CatExory Schedule Line Movement

CatExory Type

KB / CF KBN E1 631

KE / CI KEN C1 633

KR / CR KRN D0 634

KA / CP KAN F1 632

VOV8 of KB SD Doc CatExory : C – Consignment Fill Up Doc Pricing Procedure : A Delivery Type : LF VOV7 of KBN ‘---- NIL ---- VOV6 of E1 Movement Type : 631 Check Item Relevant for Delivery Check TOR and Availability Check

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SAP-SD 158

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

VOV8 of KE SD Doc CatExory : C – Consignment Fill Up Doc Pricing Procedure : A Delivery Type : LF Delivery Relevant Billing Type : F2 Order Relevant Billing Type : F2 VOV7 of KEN Special Stock : W – Consignment Customer Billing Relevance : A Pricing : X VOV6 of C1 Movement Type : 633 Check Item Relevant for Delivery Check TOR and Availability Check VOV8 of KR – Consignment Returns SD Doc CatExory : H Screen Sequence Group : RE Doc Pricing Procedure : A Delivery Type : LR Order Relevant Billing Type : RE Billing Block : 08 Check Propose Delivery Date VOV7 of KRN – Consignment Returns Special Stock : W – Consignment Customer Billing Relevance : B Pricing : X VOV6 of D0 Movement Type : 634 Check Item Relevant for Delivery VOV8 of KA – Consignment Pick Up SD Doc CatExory : C Doc Pricing Procedure : A Delivery Type : LR VOV7 of KAN ‘ --- NIL--- VOV6 of F1 Movement Type : 632 Check Item Relevant for Delivery Check TOR and Availability Check.

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SAP-SD 159

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

INTER COMPANY / CROSS COMPANY SALES

Activity 1: End Customer of 2200/10/00 raised the Purchase Order to Purchase the material and 2200/10/00 Sales Area raise the Sales Order to sell the Materials, Plant 2200 under Company Code 2200 confirm the Quantity as a “ZERO”.

Activity 2: Sales Order as to supply the Materials to the end Customer 2200/10/00 Sales Area raised Purchase Order with 1000/10/00 Sales Area, to sell the Materials 1000/10/00 Sales Area raise the Sales Order and Plant 1000 under Company Code 1000 confirmed Qtys.

Activity 3: 1000/10/00 Sales Area initiate Outbound Delivery (LF) in favor of end customers of 2200/10/00 subsequently it raises Inter Company Invoice (IV) in favour of “Inter Company Customer” who represents 2200/10/00.

Activity 4: 2200/10/00 Sales Area raises Standard Invoice in favour of its end customers and it settles Inter Company Invoice.

Configuration Settings:

Create End Customer of 2200/10/00 by using XD01 Transaction Code. Create Material Master under Plant 1 and extended to other plant and make sure that languages are maintained in Additional Data Option (In the Application Tool Bar) EN, DN, FR save it and extend the same to other Company Code.

Go to MB1C and Initialize the stocks in 1000 Plant. Create Customer Master as a Inter Company Customer under 1000/10/00 Sales Area to represent 2200/10/00 and assign this Customer to Sales Organization of 2200/ by going to

Path: IMG � Sales and Distribution � Billing � Inter Company Billing � Define Inter Company Customer Number by Sales Organization. Choose Sales Organization 2200 and Assign Customer Number (Ex: 17). Set Up Sales Line with 2200//10/1000. Path: IMG Enterprise Structure Assignment Sales and Distribution Assign Sales Organization – Distribution Channel – Plant.

Go to VA01 and raise the Sales Order for End Customer of 2200/10/00 Sales Area and Change the line Item Plant as a 1000. Maintain condition value for PI01 as a Cost Price. Save it and Exit. Go to VL01N and initiate outbound delivery from 1000 shipping point.

Create Transfer Order (LT03): Transfer Order is nothing but instructing the system to pick Material from 1 source to put away in another source.

Specify Warehouse Number, Plant, Delivery Number press enter and save it and note down the Transfer Order Number.

Go to VL01N and do the PGI (Post Goods Issue). Go to VF01 and raise the Standard Invoice. In Billing Document also we have to maintain PI01 manually and save it. Go to VF01 and raise the Inter Company Invoice. Here also to maintain PI01 and Save it.

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SAP-SD 160

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Third Party Sales Order In Business some Materials may be procured from External Vendors or some Materials may be purchased from External Vendors as a Traded Products.

To Procured or Purchased from External Vendors business has to raise “Purchase Requisition”. With reference to Purchase Requisition Business has to raise “Purchase Order”. Once the Purchase Order sent to the vendor, vendor raises “Sales Order” and initiate outbound delivery. With reference to this Inbound Delivery business has to post “Goods Receipt”. With reference to Goods Receipt business has to verify “Invoice”. With reference to Invoice business makes “Vendor Payment”.

Third Party Sales: In third party sales vendor directly delivers the goods to the customer and Invoice to be raised with reference to this outbound delivery in favour of Business.

Individual Purchase Order: In Individual Purchase Order vendor delivers the goods to the business and business in turn delivers the goods to the customer.

Configuration Settings for Third Party Sales Order:

Create Material Master with General Item CatExory Group BANS.

VOV7 of TAS

TA + BANS + NIL + NIL = TAS

Billing relevance : F – Order Related Billing Document – Status according to Invoice Qty.

If Purchase Requisition raised for 100 items, Purchase Order raised for 100 items, but goods delivery carried out for 75 items by the vendor. Then Purchasing department confirms Invoice Qty then system carried out billing process for 75 items, billing document status updated according to Invoice Qty.

B – Relevant for Order related billing status according to order qty. When the business wants to raise Invoice based on Purchase Order Qty billing relevance should be “B” Pricing – X

VOV6 of CS Movement Type – NIL Order Type : NB – Due to Assignment of Order type NB system automatically triggers creation of Purchase Requisition for the line item in the Sales Order. Item CatExory : 5 – Third Party Account Assignment : 1 – Third Party Uncheck Item Relevant for Delivery Uncheck Purchase Requisition delivery Uncheck TOR Uncheck Availability Check

Go to XK01 and Created Vendor Number. Vendor Number - External Company Code – 1000 Purchase Organization – 1000

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SAP-SD 161

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Account Group – 1000 Create Customer Master Go to VA01 and raise the Sales Order. Item CatExory BANS Schedule Line CatExory – CS Save it. Go to VA02 check Schedule Lines and note down Purchase Requisition Number created by system. Go to ME21N and raise standard Purchase Order (NB) with reference to this Purchase Requisition, then system copy the data from Purchase Requisition. Go to MIGO – Goods Receipts Specify Purchase Order Number Check Item OK and click on Post Document. Go to MIRO / Invoice Verification, Specify the Purchase Order Number in P O Reference Tab and Specify Invoice Date, Invoice Amount under Basic Data Tab. Press Enter and check the balance. The Balance should be ZERO. Go to VF01 and raise Invoice with reference to Sales Order. Save it and check the document flow.

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SAP-SD 162

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Individual Purchase Order

In individual purchase order unlike third party sales order vendors delivers the goods to the business, business in turn delivers goods to the customers.

General Item CatExory Group “BANC” in the material master determines that scenario is a individual Purchase Order.

Item CatExory Determination: TA + BANC + NIL + NIL = TAB

Schedule Line CatExory Determination:

TAB + NIL = CB

VOV7 of TAB Special Stock – E Billing Relevance – A Pricing – X VOV6 of CB Movement Type – 601 As business receive the stock and it should be delivered to Sales Order movement type should be assigned. Order Type – NB Item CatExory – 0 Account Assignment CatExory – E Check Item relevant for delivery. Check Purchase Requisition, Delivery Schedule.

As the Business has to receive the goods from the vendors and business has to delivered the goods to the customers. System has create delivery schedule in purchasing document. It should be activated.

Process Flow:

IN ���� QT ���� OR ���� MIGO ���� LF ���� F2 Go to VA01 and raise the Sales Order. Go to ME21N and raise the Purchase Order with reference to Purchase Requisition Number. Go to MIGO Check Line Item Click on Post Icon Go to MMBE Check the Balance Stock Go to MIRO Specify the Purchase Order Number with reference to the Purchase Order. With this Invoice is going to be verifies by MM and save it. Go to VL01 and initiate outbound delivery. Save the Delivery Document. Go to LT03 to Sales the Transfer Order. Specify the Warehouse number, Plant, Delivery Document Number and press enter. Go to VL02N and do the PGI. Go to VF01 and raise the Invoice. Go to VA02 and check the document flow. Go to MMBE and check the stock, then it is ZERO stock after PGI. To carryout Inbound and Out bound Deliveries.

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SAP-SD 163

SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809

Define Delivery Document

To carryout Inbound and Outbound delivery documents is going to be created with a common structure. Every delivery document is made up with Header Level CatExory and Item Level CatExory. Item CatExory is going to be copies from Sales Document to Delivery Document. It new Item entered in the Delivery Document, new item catExory is going to be determined Delivery Document Header (LIKP) and Delivery Item CatExory (LIPS).

Define Delivery Document Type (OVLK)

PATH: IMG Logistics Execution Shipping Deliveries Define Delivery Types Here Delivery Document Types – E Ex: LF – Delivery LR – Return Delivery BV – Cash Sales LFKO – Correction Delivery LO – Delivery without Order Reference Choose LF Document CatExory : J – Delivery Order Required – S O Required The value of this field makes preceding document as a mandatory document for delivery document.

Default Order Type (DL – TSUDO Document):

Assign Sales Document Type as a TSUDO Document type if Delivery Document is going to be raised without reference to Sales Order. Technically One Sales Document Required.

Item Requirement: 202 – Order with Independent Document Item

It identifies a routine for delivery item that doesn’t refer to a Sales Document. Ex: If you want to create delivery items for returnable packaging if the system wants to track stock of the materials routine number should be assigned.

Storage Location Rule: Ex MALA – Shipping Point / Plant / Storage Location RETA – Plant / Situation (SITUA) / Storage Condition MARE – MALA, then RETA (Back up Procedure)

If warehouse configured then system has to pick Qtys from the storage bin or storage rack by determining storage location automatically. To determine storage location automatically system may use stock determination rule.

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Text Determination Procedure: 02 In IMG we define text determination procedure to propose text for delivery document header. (Path: IMG ���� Logistics Execution ���� Shipping ���� Basic Shipping Functions ���� Text Control) Document Statistics Group: Blank Assign Statistical relevancy to update statistical data of the delivery document. Output Determination Procedure: V10000 To determine output for Outbound Delivery Documents. In IMG we define Output Determination Procedure. PATH: IMG Logistics Execution Shipping Basic Shipping Structure Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Types Here Output Types are CANO – Forwarding Notification KRML – Shipping Notification to Ship to Party LDOO – Delivery Note MAIL – Mail PL00 – Picking List Here Output Type : LD00 Application : V2 – Shipping Assign Application Area where the Output should be generated. Route Determination: New Route Determination without check Assign route determination rule to determined route in the delivery document. Check Delivery Split – Warehouse Number: This indicator specifies whether system has to split delivery document if warehouse number defers in the Sales Document. Check Delivery Split Partner: This indicator controls system split behavior when delivery document proceedings that are assigned to different partner functions. Check Automatic Packing: If it is activated automatic packing proposal is retrieved when delivery is created. That means for all items automatic packing is going to be carried out.

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Check General Packing Material Item: This indicator determines whether we want to permit generation of delivery items for packaging materials in deliveries of this delivery type. It can be used to generate bill for packaging materials to customers and also packaging materials can be managed in inventory management. Partner Determination Procedure: LF. In IMG we define Partner Determination Procedure to propose relevant partner functions. Ex: Ship to Party. Path: IMG Sales and Distribution Basic Functions Partner Determination set up Partner Determination for Delivery Save it. Define Delivery Document Item CatExory (LIPS): Transaction Code OVLP. The system which is not going to be copies from Sales Document system determines New Item CatExory. Ex: DLN Choose Item CatExory DLN – Standard Order Without Order. Document CatExory : J – Delivery Classifying the Delivery Document Item CatExory. Material / Statistics: Check Material Number: 0 – Allowed. This indicator allows to initiate outbound delivery for a line item in the delivery document item whose order Qty = 0. It is relevant for Text Items. Item CatExory Statistics Group: 1 - Order. Debit Memo The value of this field determined whether the statistical data gets updated in LIF (Logistic Info System) Stock Determination Rule Blank

Check Qty Zero : A – Note about the situation It specifies whether delivery document item can be maintained with Qty zero when in delivery a new Item enter with Qty Zero, then this value determines the system response.

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Check Minimum Qty: A – Note about the situation The value of this field determines system response. If delivery document Item Qty has not been reached to the Qty which was specified in the Material Master. Check Over Delivery: The value of this field determined system response if over delivery takes place for delivery document item. Availability Check Off: The value of this field determines that system has to carryout availability check for line item in the delivery document. Rounding: Assign rounding profile to delivery document item. Warehouse Control and Packing Check Relevant for Pricing: This indicator determines delivery document lone item is relevant for picking. Ex: Storage Bin or Storage Location. Check Storage Location Required: This indicator determines storage location is required for delivery document line item. Check Determine Storage Location: This indicator specifies that system has to follow storage location determination rule for delivery document item. Don’t Check Storage Location: This indicator determines whether system has to carryout a check for storage location which was determine automatically for a delivery document line item (According to System). No Batch Check: This indicator specifies that whether system has to carryout batch number checking for a line item in the delivery document. Packing Control Can be Packed: The value of this field determines whether packing can be carried out or not for a line item in the delivery document. Check Packing According Batch Items: This indicator specifies whether packing can be carried out for a delivery document item according batch number.

Check Automatic Batch Determination: This indicator determine automatic determination of batch for a line item in the Sales Order.

Save it and Exit.

Define Item CatExory Determination in Deliveries (0184): System determines item catExory in delivery document by taking 4 factors into consideration.

Delivery Type : LF Item CatExory Group : NORM Usage : NIL Higher Level Item CatExory : NIL – Default Item CatExory. = DLM

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Define Shipping Point Determination: PATH: IMG Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Functions a. Define Shipping Condition : 10 - Immediately b. Define Shipping Condition by Sales Document Types Ex: BV or OR : 10 – Immediately c. Define Loading Groups : 003 - Manual d. Assign Shipping Point : As shipping point is going to be determine automatically by taking 3 factors into consideration. 1. Shipping Condition 2. Loading Group 3. Plant = Proposed Shipping Point and Manual Shipping Point.

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PACKING

In Business Materials are determined with packing material. Packing Materials maintained in the Business as a Normal Inventory. Packing can be carried out during Sales Order Processing or Delivery document processing usually at delivery document as a DLN. Configuration Settings: a. Define Number Ranges for Handling Units: |Handling Unit is nothing but a Packing Material to be packed. Path: IMG Logistics Execution Shipping Packing Define Number Ranges for Handling Units. Click on Change Intervals Icon Click on Interval Icon Define Number Ranges. b. Packing Control by Item CatExory: Here for Delivery Document Line item is going to be controlled for packing item. Define Packing Material Types: Ex: Cranes, Trucks and Pallets. This packing materials are assigned to Material Master. Ex: V075 Skeleton Box. Save it and Exit. Define Material Group for Packing Material: Here Packing Materials are grouped that can be used to pack similar materials. Ex: G010. Define Allowed Packing Materials: Go to New Entries Assign Packing Material Type Ex: V075 to Material Group for Packaging Material. Ex:G010 Go to MM01 and Create Material Master with a Material Type Packaging and make sure that data maintained in Basic Data 1: Material Group Packaging Material G010. Sales : General / Plant: Assign Packing Material Type V075 Assign Allowed Packaging Weight : 1000 Remaining Data is same as other Material.

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Go to MM01 or MM02 Material that is to be packed and maintain packaging material data in Basic Data 1 G010. It enables the system to pack this material in a packaging material type. Ex: Skeleton Box. Go to OMS2 Choose Material type VERP and check Qty updating. Go to MB1C and initiate the stock. Go to VA01 and raise the Sales Order for a Material that is to be packed. Go to VL01N and do the picking select line item. Go to Edit and Pack. Select Material that is to be packed in that lower section screen and specify the packaging material in the upper section screen. Select two Line Items. Go to Edit ���� Pack ���� Pack Go back and maintain storage location. Do the Picking and PGI Go to VF01 and raise the Invoice and save it. Go to MMBE Check the stock of Packaging Material.

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RETURNABLE PACKAGING

Process Flow: A. Scenario 1: OR ���� LF ���� F2 ���� LA ���� LR B. Scenario 2: OR ���� LF ���� F2 ���� LF ���� F2 In Business some Materials can be delivered with returnable packaging materials. Customer receives the goods with returnable packaging materials, and the returnable packaging material should be returned to business. Returnable Packaging materials managed as a normal inventory with special stock indicator as the ownership of returnable packaging materials still remains with business. In returnable packaging there are two scenarios. A. Customer should return the returnable packaging material to the Business. OR ���� LF ���� F2 ���� LA ���� LR B. If the Customer doesn’t return the returnable packaging material, business bills the customer. Configuration Settings: Create Material Master by specifying Material Type Returnable Packaging. Maintain Data in Basic Data 1: Description General Item CatExory Group : LEIH Material group of Packaging Material : G010 Sales General / Plant: Packaging Material Type : V075 – Skeleton Box Go to OMS2 Check Quantity updating for LEIH Save it and go back. Go to MB1C and initialize the stock Save it and go back, Scenario 1: Go to VA01 Maintain Data Go to VL01N Select Line Item – Specify returnable packaging material. Select Two Line Items – Edit – Pack – Pack Go back and carry out PGI Go to VF01 and raise the Invoice. Go to VA01 and specify Document Type : AT Item CatExory : LAN Schedule Line : F3 Movement Type : 622

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Save it. Go to VL01N and carry out inbound delivery Select PGR Save it. Go to MMBE and check the balance. Scenario 2: If the Customer doesn’t returns returnable packaging material Go to VA01 Specify Document Type : LN Item CatExory : LAN Schedule Lines : C3 Movement Type : 623 Save it. Go to VL01N Go to VF01 and raise the Invoice. Save it. VOV8 of LA SD Doc CatExory : C Doc Pricing Procedure : A Delivery Type : LR VOV7 of LAN NIL VOV6 of F3 Movement Type : 622 Check Item Relevant of Delivery Check TOR and Availability Check VOV8 of LN SD Doc CatExory : C Doc Pricing Procedure : A Delivery Type : LF Delivery Related Billing Type : F2 VOV7 of LNN Special Stock : V – Returnable Packaging with Customer Billing Relevance : A – Delivery Related Billing Document Pricing : X Save it. VOV6 of C3 Movement Type : 623 Check Item Relevant of Delivery Check TOR and Availability Check.

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Save it.

Billing Document Type Billing related transactions are captured into billing documents. Billing Document has a structure. Header Level CatExory : VBRK Item Level CatExory : VBRP Note: For Billing Documents Incompleteness Procedure can not be configured, since billing document doesn’t have any subsequent document processing. Define Billing Types (Transaction Code : VOFA) Path: IMG Sales and Distribution Billing Billing Documents Define Billing Types F2 – Invoice S3 – Invoice Cancellation BV – Cash Sales SV – Cash Sales Invoice Cancellation G2 – Credit Memo S2 – Cancel Credit Memo L2 – Debit Memo IV – Inter Company Billing ZIV – Cancel Inter Company Billing RE – Credit for Returns B1 – Rebate Credit Memo B2 – Rebate Correction B3 – Rebate Partial Settlement B4 – Rebate Accruals Manual F5 – Proforma for Order F8 – Proforma Invoice for Delivery Choose F2 Go to details Icon Number Range Intervals Assignment General Control SD Document CatExory : M – Invoice Billing CatExory : (Technically Required for only some documents) Document Type : Ex: RV Assign Financial Document type (RV) i.e. to be generated automatically with reference to this billing document type.

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NExative Posting : A (NExative Posting for Same Period) The value of this field determines whether nExative postings are allowed or not for this billing document type (Specify period – Allowed) Billing Document doesn’t have any external number range assignment. Branch / HO: The value of this field determines the relation between the Branch Office and Head Office for Invoice. Customer = Payer / Branch = Sold – to – Party A Customer = Sold – to – Party B Customer = Payer It has a intExration with customer master company code data section A/C management Head Office field. Customer Master Company Code Data Accounts Management H O Credit Memo/ with value date If this indicator is activated then system takes base billing document date to settle credit memos with reference to the billing documents. Invoice List Type : Ex: LR Assign Invoice listing type to this billing type then system automatically proposes when the user raises invoice for this billing document type. Rebate Settlement: The value of this field is relevant for Rebates that specifies type of Rebate settlement. Ex: Final Settlement, Partial Settlement Cancellation

Cancellation Billing Type : Ex: S1

Assign Cancellation Billing Type (S1) then system automatically propose to cancel the Invoice. Ref No / Allocation No: Sales Order Number or Purchase Order Number or Delivery Order Number can be assigned as reference and allocation numbers that are transferred to FI/CO module. These Two No’s are required by FI/CO user to sort out FI documents.

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FAQ: What are the Two fields that are transferred to FI/CO module after saving Invoice? A. Reference Number B. Allocation Number Account Assignment / Pricing: Account Determination Procedure : Ex: KOFI00 Assign Account Determination Procedure to billing document type (F2) by which system transfers billing information SD to FI. FAQ: What is the difference between Proforma Invoice and Standard Invoice? OR How you will differentiate there two? Ans: Proforma Invoice doesn’t have Account Determination Procedure as it need not to transfer Billing information from SD to FI. Output / Partners / Texts: Output Determination Procedure : V10000

Define output determine procedure in IMG ���� S&D ���� Basic Functions ���� Output Control ���� Output Determination ���� Output Determination using Condition Technique ���� Maintain Output Determination for Billing Document ���� Maintain Outputs Types.

Ex: RD00 – Invoice. Output Type : RD00 Header Partners : FK Item Partners : FP

In IMG Partner Determination Procedure defined and assigned to Billing Document Header and Item.

Path: IMG Sales and Distribution Basic Functions Partner Determination Setup Partner Determination Setup Partner Determination for Billing Document Header, Item

Text Determination Procedure for Billing Document Header and Item Ex: 05

In IMG Text Determination Procedure defined and assigned to Billing Document Header and Item.

Check Delivery Text This indicator copies text from the Delivery Document Header.

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Check Posting Block This indicator blocks the Sales Document (Billing Document) from posting in FI. If it is activated user has to release the document manually.

Check the Statistics This indicator updates statistical data in LIS.

Check Relevant for Rebate

Active this indicator to map rebates as a one of pre-requisite together with other two factors that are definition of Sales Organization customer master payer.

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MAKE – TO - ORDER

Business produces material based on MRP irrespective of the Sales Order. I.e. Make To Stock. If the standard product is going to be changes slightly according to the customer requirement then business manufacture that particular material for particular customer is called as Make To Order. Inventory is going to be maintained with special stock indicator “E” (E – Orders on Hand)

Configuration Settings: Create Material Master by maintaining General Item CatExory Group – 0001 (Make To Order). Availability Check – 02 Transportation Group – 0001. Go to VA01 and raise the Sales Order. Item CatExory : TAK Schedule Line CatExory : CP Requirement Type (Procurement Tab) : KE (Individual Customer Order without Consumption) Requirement Class : 040 (Transaction Code OVZG) Check TOR and Availability Check Special Stock : E VOV7 of TAK Billing Relevance : A Pricing : X

Go to MB1C

Maintain stock with a special stock indicator “E” Movement Type – 561 Special Stock – E Specify the Sales Order Number, Line Item Number and save it Go to VL01N Maintain Data

Go to VF01 Save it.

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VARIANT CONFIGURATION

In Business some Materials are going to be manufactured according to the requirements of the Customers. Those Materials are called Configurable Materials. That can be configured according to Customer requirements during Sales Order Processing. Every configurable material is a “Object”. Every Object has “Characteristics”. Every Characteristics has a “Single or Multiple Values”. Ex: Configurable Material = CAR (Object) Car has Engine, Steering, Color, Body (Characteristics) Radial Tyres or Normal Tyres is single or multiple values. Business some times manufacturers these characteristics in advance without taking Sales Order into consideration as a normal finished goods and maintain inventory as a variant. Business can calculate variant pricing also. Configurable Material can be exploded as a BOM. Requirements are transferred to MRP by requirement type “KEK” Material should be maintained in inventory with a special stock indicator “E” To control configuration dependencies can be used. Dependencies controls the combination of characteristics and their values. Variant configuration in SAP doesn’t / can not control complete configuration. Configuration Settings: Variant configuration in SAP has a intExration with CA – Classification LO – Material Master PP – Bill of Material, Routings, MRP, Production Orders, Master Receipts. SD – Sales, Conditions MM – Purchasing CO – Costing and Technical Module.

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PROCESS FLOW

Create Configurable Material - MM01

Create Characteristics

Create Class - CL01

Assign Characteristics to Class

Create Configuration Profile - CU41

Create Object Dependencies - CU01

Assign Object Dependencies

Create Variant Condition Records - VK11

Simulate Configuration

Create Sales Order

Basic Settings from MM Module (Required)

Step1:

Define MRP Groups: Path: IMG Material Management Consumption Based Planning MRP Groups Carryout Overall Maintenance of MRP Group Specify Plant and create Specify MRP Group with description Create Create Save it Maintain Specify MRP Group and

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Click on Maintain Click on Scheduling / Document Type Select Scheduling Info Record and Assign NB to standard purchasing order Document type for subcontracting and stock transfer order document. Save it and go back.

Click on rescheduling Horizon Specify 7 Days Save it and go back

Planning Horizon (Click on) Specify 7 as planning Horizon Save it and go back

Check maximum MRP Interval (Click on) Specify 7 as value Save it and go back Click on safety stock Specify 100 as Available safety stock

Creation Indicator (Click on) Create Purchase Requisition : 1 Create MRP List : 1 Schedule Lines : 3 Save it and go back.

Click on Project Planning Requirements Grouping Check Grouping Requirement Save it and go back and exit. Define MRP Group for Each Material Type

Go to New Entries Specify Material Type : KMAT Plant and MRP Group (Created in Previous Step) Save it and Exit.

Define MRP Controllers

Path: IMG Materials Management Consumption Based Planning Master Data Define MRP Controllers Choose standard MRP controller Ex: 1000 Click on Copy as Icon and Define MRP Controller Save it and Exit.

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Define Scheduling Margin Key

Path: IMG Material Management Consumption Based Planning Planning Define Floats (Scheduling Margin Key) Choose Standard Floats Ex: 0099 (Plant); SMK = 002 Click on copy as and rename it with our plant Save it and exit.

SD Configuration Settings Create Configurable Material Path: Logistics Materials Management Material Master Material Create (Special) MMK1 – Configurable Materials Specify Industry Sector (mechanical Engineering) Click on Select Views and Select Views Basic Data, Classification, Sales : Sales Organization Data 1 and 2, Sales : General/Plant Data, MRP 1,2 and 3 Maintain Data in Basic Data 1 General Item CatExory Group : 0002 – Configurable Configuration Management CM Relevance : Relevant for Configuration Management Classification: Enter into the View Sales : Sales Orgn Data 1: Delivering Plant : Tax Classification No : Conditions : Sales : Sales Orgn Data 2: Material Statistic Group : 01 Volume Rebate Group : 001 Material Pricing Group : 01 Account Assignment Group : 03 General Item CatExory Group : 0002 Item CatExory Group : 0002

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Sales : General / Plant: Checking Group of Availability Check : 02 ���� IMP Transportation Group : Loading Group : M R P 1: MRP Group : MRP Type : PD MRP Controller : EX Lot Size M R P 2: Procurement Type : E - In House Production In House Production : 7 – Days Scheduling Margin Key : 002 M R P 3: StratExy Group : 25 – Make To Order for Configurable Material. Save it. Step 2: Create Characteristics: Characteristics are nothing but features of object (Object = Material) (Transaction Code : CT04) Path: Logistics Cross Application Components Classification System Master Data CT04 – Characteristics

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Save it. Note: To carryout Variant Pricing one Characteristic should be created i.e. ZSDCOM for characteristic(s) to which surcharge or discount is going to be collected. Standard Table i.e. SDCOM with standard field VKOND should be assigned in additional data tab.

Step 3: Create Class (CL01) Class holds characteristics that can be assigned to Materials (Master). Through configuration profile class can be assigned to Material. Path: Logistics Cross Application Components Classification System Master Data CL02 – Create Specify the Class Name : Ex: ZCAR Class Type : Ex: 300 – Variants Maintain Data in Basic Data 1 Description Check Warning Message Characteristics Tab: Assign all Characteristics that we created under 2nd Step.

Characteristic Description Characteristic Data No of Value Values

Name Group Type Characteristics Assignment Engine_Cap Capacity Automotive Character 16 Single 800CC, 1000CC

Format Value 1400CC, 2000CC Transmission Transmission Automotive Character 16 Single 1+4, 1+5, 1+6,1+7

Format Value Fuel Fuel Automotive Character 16 Single Petrol, Diesel, CNG

Format Value Steering Steering Automotive Character 16 Single Normal, Power

Format Value Tyre Tyre Automotive Character 16 Single Cross Play, Radial

Format Value Accessories Accessories Automotive Character 16 Multiple Sterio, Seat Belt,

Format Value Perfume Comforts Comforts Automotive Character 16 Multiple AC, ADL, AB

Format Value ZSDCOM ZSDCOM Automotive Character 16 Multiple ST, SB, Perfume

Format Value Table Name: SDCOM Field Name: VKOND

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ENGINE_CAP TRANSMISSION FUEL TYRE ACCESSORIES COMFORTS STEERING ZSDCOM Save it.

Step 4: Create Configuration Profile (CU41): Path: Logistics Central Functions Variant Configuration Configuration Profile CU41 – Create Choose Material Specify the Material Number Press Enter Specify the Profile Name : Ex: ZCONFIG_Profile Assign Class Type : Ex: 300 – Variants Organizational Areas : V – Sales and Distribution Status : 1 Click on Class Assignment Specify our Class : Ex: ZCAR Press Enter Save it.

Step 5: Create Object Dependencies (CU01): Dependencies allows us to create relationships and restrictions between different characteristic and characteristic values. 1. Ex: Preconditions Preconditions are used to hide the characteristics and characteristic values that are not allowed and there by ensures that configuration of an object is consistent. Ex: If Engine_Cap = 800CC then system should not display comforts. Engine_Cap IN (‘1000CC’, ‘1400CC, ‘2000CC’) Go to CU01 Path: Logistics Central Function Variant Configuration Dependency Single Dependency CU01 – Create Specify Dependency Name

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Ex: ENGINE_CAP_COMF_RECORD Press Enter Specify the Description Status : 2 (IN Preparation) Select Dependency Type and select Precondition Click on Dependency Editor and write the code. CODE: 000010 ENGINE_CAPIN (100cc, 1400cc, 2000cc) Select Check Button and Execute Save it Change the Status as 1 (Release)

2. Selection Conditions:

Selection conditions are used to ensure that all the objects relevant to a variant are selected.

Selection conditions determine which variants required a specific component or a operation.

Selection conditions determine when it is a mandatory to assign a value to a characteristic.

Ex: 800cc, 1000cc, 1400cc cars can have only “Petrol” as a Fuel. Where as 2000cc cars can have “Petrol / Diesel / CNG”

Go to CU01 Specify Dependency Name : ENGINE_CAP_FUEL_SELECCOND Specify Description : ENGINE_CAP_FUEL_SELECCOND and Select select condition Click on Dependency Editor and write the Code. CODE: 000010 ENGINE_CAP = ‘2000cc”. Check it (CTRL + F2) Save it Change the status as a 1 released Save it. 3. Action Conditions Action Conditions are used to infer values for Characteristics. Values that are set by an action can not be over written. Ex: 1000cc Car can be supplied only with 1+4 transmission system. That means if user selects ENGINE_CAP=’1000cc’ then system automatically proposes 1+4 as a transmission.

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Go to CU01 Specify Dependency Name : ENGINE_CAP_TRANS_ACTION Specify Description : ENGINE_CAP_TRAN_ACTION Select Action Click on Dependency Editor and write the Code 000010 SELE.TRANSMISSION = ‘1+4’ if ENGINE_CAP = ‘1000cc’ Check it and Save it. Change the status as 1 Release Save it and go back. 4. Procedures: Procedures are used to information values for characteristics like “Actions” but unlike “Actions” the values that are proposed by procedures can be overwritten. Ex: Radial Tyres can be given for ‘1400cc’ and ‘2000cc’ with Power Steering and Cross Play Tyres can be given for ‘800cc and 1000cc” cars with Normal Steering. Go to CU01 Specify Dependency Name : ENGINE_CAP_ST_PROCEDURE Specify Description : ENGINE_CAP_TY_ST_PROCEDURE Select Procedure Click on Dependency Editor and write the Code 000010 $ SELF.TYRE = ‘RADIAL’ if ENGINE_CAP.IN (‘1400cc, 2000cc) and 000020 $ STEERING = “POWER’ 000030 $ SELF.TYRE = ‘CROSSPLAY’ if ENGINE_CAP IN (‘800cc, 1000cc) and 000040 $ STEERING = NORMAL. Click it and Save it. Change the status 1 Save it and go back. 5.Create Action Dependency to Carryout Variant Pricing (Accessories) Go to CU01 Specify Dependency Name : ZVARIENTPRICING_ACC_ACTION Specify Description : ZVARIANTPRICING_ACC_ACTION Select Action Click on Dependency Editor and write the Code 000010 $ SELF.ZSDCOM = ‘ST’ If Accessories = ‘ST’ 000020 $ SELF.ZSDCOM = ‘SB’ If Accessories = ‘SB’ 000030 $ SELF.ZSDCOM = ‘PER’ If Accessories – ‘PER’ Check it and Save it. Change the status 1 Save it and Go back.

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Assign Dependencies to Characteristics and their Values: Precondition Go to CT04 of Comforts Go to Values Tab Select Value Go to Extras ���� Object Dependencies ���� Assignments Assign Precondition Object Dependency and go back. Select another Characteristic Value Go to Extras ���� Object Dependencies ���� Assignment Assign Object Dependency Precondition and go back Select another Characteristic Go to Extras ���� Object Dependencies ���� Assignment Assignment Object Dependency of Precondition Save it and Exit. Selection Conditions Go to CT04 of Fuel Go to Basic Data Tab and Click on Object Dependencies Icon and Assign Selection Condition Dependency Save it. Selection conditions can be assigned only to Characteristics, BOMs. Action Conditions Go to CU42 Specify Material : Ex: 813 Select our configuration profile Click on Profile Detail Click on Dependencies Assignment Icon Assign Action Condition Dependency Save it and go back. Procedures Go to CT04 of Tyre Go to Values Tab Select Characteristics Value Go to Extras ���� Object Dependencies ���� Assignment Assign Procedure Object Dependency Go back and Assign Procedure Object Dependency to another Characteristic Value. Save it.

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Create Variant Condition Record Go to VA11 Specify Variant Condition Type VA00 Select Condition Table Maintain Condition Records for Accessories (ST, SB and PER) Save it and Exit. Go to CT04 of ZSDCOM Go to Values Tab Select Value (ST, SB and PER) Go to Extras ���� Object Dependencies ���� Assignment Assign Action Object Dependency for Variant Pricing (Repeat the same procedure for all values) Save it and go back. Go to V/08 Include Condition Type VA00 in surcharges section Save it.

Simulate Configuration Go to CU50 and Press Enter Choose out Plant from the list Specify our Material Number Click on configuration Icon and Check Dependencies Functionalities. Go to VA01 and raise the Sales Order and check configuration profile effect with variant pricing. VOV7 of TAC

Configuration StratExy : 01 Material Variant Action : 2 Structure Scope : D Application : SD01 Check Variant Matching

VOV6 of CP

Requirement Type : KEK – Make To Order for Configurable Material. Note: Availability Check can not be carried out Make To Order Products. Save the Sales Order. Go to MB1C and initialize the stock with a special stock indicator E (Stock on Hand) Go to VL01n and VF01.

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REBATES

Rebates are special kinds of discounts, that are going to be paid to the Customer – Payer based on certain sales volume with in certain specified time period. Configuration Settings a. Check Rebate Processing Active should be activated while defining the Sales Order. b. Check Rebates should be activated at Customer – Payer. c. Check Relevant for Rebates should be activated while defining Billing Document Type. Define Agreement Types: Path: IMG Sales and Distribution Billing Rebate Processing Rebate Agreements Define Agreement Types Here Agreement Types Ex: 0001 – Group Rebate 0002 – Material Rebate 0003 – Customer Rebate 0004 – Hierarchy Rebate 0005 – Independent of Sales volume define. Select 0002 Go to details Icon Proposed Valid From Proposed Valid To Assign valid periods of Rebate Agreement. Payment Method: Assign Payment Method that is going to be used for rebate settlement. Ex: Cash, Cheque etc.,

Default Status: Ex: A – Settlement is being checked for release B – Agreement released for settlement C – Settlement has been created D – Final settlement of agreement already carried out. Blank – Open.

Verification Levels: F – Display Totals by Payer / Material. The value of this field specifies how the rebate agreement totals should be displayed.

Check Different Validity Period: The value of this field specifies that whether rebate agreement condition records validity period should be same or not.

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Manual Accruals Order Type: Ex: R4 Assign Sales Document Type Ex: R4 that system automatically proposes when the user performs manual posting of accruals. Ex: Business Agreed to pay Rs.10,000/- to the customer if the product displayed in the Front Office (POP Display) with in specified period, then Business has to post manual accruals in Rebate agreement screen. Then system automatically creates Credit Memo request by using document type (R4) which was assigned here. Check Manual Accruals: This indicator specifies that manual accruals can be posted for this rebate agreement type.

Manual accruals are posted in two scenarios. a. For Lump sum Payment Processing b. Manual Accruals Correction.

Agreement Calendar: In IMG we can define arrangement calendar for rebate agreements that defines and controls validity periods.

Manual Payment Section

Payment Procedure: A – Payment Allowed up to the accruals value. The value of this field specifies whether manual payments are allowed or not to this agreement type, if they are allowed to which extent manual payment should be allowed. Partial Settlement: R3 – Partial Rebate Settlement Request. Assign Sales Document type that system automatically uses for partial settlement.

Reverse Accruals: This indicator allows the system to reverse accruals automatically at the time of Final Settlement.

Settlement Periods: Define Factory Calendar in which periodic settlements can be defined and assigned to rebate agreement.

Settlement Section Final Settlement: B1 – Rebate Credit Memo Request. Assign Sales Document Type (B1) that system automatically proposes for Final Settlement. Minimum Status: B – Agreement Released for Settlement.

Set the minimum status for rebate agreement for final settlement by which system or user can understand status of the rebate agreement.

Correction: B2 – Rebate Correction Request Assign Sales Document Type (B2) that system automatically uses for correcting rebates. Save it and Exit.

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Condition Technique for Rebate Processing a. Create Condition Table: Ex: 011 - MATNR b. Maintain Access Sequence: Ex: BO02 – Material Rebate Assign Access Sequence CatExory. Ex: 1 – Rebate and Assign Condition Table which was created previous step.

Define Condition Types: Define Condition Types BO01 – Group Rebate BO02 – Material Rebate BO03 – Customer Rebate BO04 – Hierarchy Rebate BO02 – Hierarchy Rebate / Material BO06 – Sales Independent Rebate Check BO02 Access Sequence BO02 Condition Class : C – Expense Reimbursement Calculation Type : C – Quantity Plus / Minus : X Scale Basis : C Check Value : A Rebate Procedure : Blank – Dependent on Sales volume A – Independent on Sales Volume (It is for Independent Sales Volume Rebates) Rebate Accruals correction procedure: Blank – Always Corrected A – Never Corrected B – Corrected if no manual accruals have been whether posted.

The value of this field determines whether posted rebate accruals can be corrected ot not. Save it. Maintain Pricing Procedures: Choose our Pricing Procedure Go to discount condition steps and include condition type BO02 with Requirement Type 024 – Only in Billing Document and Assign sub-total as a 7. And Assign Accounting Key “ERB” and assign Accruals Key “ERU” save it and exit. Account Determination for Rebates: Click on Assign GL A/cs Click on Accounting Key Go to New Entries Maintain Entries Application Type : V Condition Type : KOFI Chart of Accounts : INT Sales Orgn : Our Sales Organization Accounting Key : ERB GL A/C No: 883000 Go to Next Line Specify Application Type : V Condition Type : KOFI

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Chart of Accounts : INT Sales Organization : Our Sales Organization Accounting Key : ERU And Assign G/L Account Number in second field that is for accruals. Activate Rebate Processing: a. Select Billing Documents for Rebate Processing. Choose Billing Document Type F2 and Check relevant for Rebate. Save it and Go back. b. Activate Rebate Processing for Sales Organization: Choose our Sales Organization and Check Rebate Processing Active Indicator. Save it and Exit. Create Rebate Agreement (VB01) Path: Logistics Sales and Distribution Master Data Rebate Arrangements Rebate Arrangements VB01 – Create Specify Agreement Type : 0002 and Press Enter Specify the Rebate Recipient (Customer _ Payer Number) Click on Conditions Maintain Condition Records with Scales Save it. Go to VA01, VL01N, VF01 (Go to Item Condition Screen in the Invoice and check Rebate Condition Type BO02 Activate or not). Go to VB02 to check the Sales Volume. Specify the Agreement Number and Press Enter

The Sales Volume for Agreement 88 is not Current

Go to SE38 and run the report that is SDBONT06. Specify the Programme Name Click on Executive Icon Click on Selection Screen Click on Execute Click on Add up values. Again go to VB02 Click on Sales volume Icon Check the Updated Sales Volume Click on verification Level Go back Click on (Pay) Create Manual Rebate Payment Icon Specify the Amount. Save it and note down the Credit Memo Request Number Go to VF01 and raise the Credit Memo.

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LOGISTICS INFORMATION SYSTEM (L I S) To generate statistical reports business requires statistical data “Transactional Data” which can be converted into historical data. To capture historical data business requires “Warehouse” that is called as a Data Warehouse. Data is going to be uploaded into Data Warehousing Server from operative modules “Functional Modules” from where reports can be generated. SAP provided Data Warehousing solution that is called open data warehouse “ Logistics Information System or LIS”. LIS consists of “Info Structures” to each and every operative module. Ex: Sales Info Structure (SIS) for Sales and Distribution. SIS consists of 3 elements that are a. Characteristics b. Key figures c. Unit By using these 3 factors SIS can be develop and Data can be uploaded by defining Updating Rules “ETL Process”. Once data uploaded into SIS by using OLAP (Online Analytical Processing) Tools “Standard Analysis, Flexible Analysis reports can be generated”. Characteristics: These are the values that can not be accumulated. Key Figures: Are the values that can be accumulated. Unit Period: Time Period. Develop SIS to generate report that should consist of Sales Area, Sold To Party, Material and Net Order value. Configuration Settings: a. Maintain Self Defined Field Catalogs for Characters and Key Figures Path: IMG Logistics – General Logistics Information System (LIS) Logistics Data Warehouse Data Basis Field Catalogs Maintain Self Defined Field Catalogs Click on Create Create Field Catalog for characteristics Specify the Field Catalog Name with Description Specify Application : 01 – Sales and Distribution. Select Charact . Catalog Press Enter Click on Characteristics Icon

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Choose Sales Document : Header Data Option from Source Table Screen (Right side Screen) and select the fields Sold To Party (KUNNR), Sales Organization (VKORG), Distribution Channel (VTWEX), Division (SPART) and Material (MATNR) from Sales Doc : Item Data option. Click on Copy + Close option Click on copy Save it go back and Create Field Catalog for Key Figures. Specify the Field Catalog Name with Description Specify Application : 01 – Sales and Distribution Select Key Figures field catalog option Press Enter Click on Key Figures Select Sales Doc : Header Data Option from Source Table Select Net Value (NETWR) Click on Copy + Close Click on Copy Save it and go back. Create Info Structure: Path: IMG Logistics – General Logistics Information System Data Basis Information Structure Logistics Data Warehouse Maintain Self-Defined Information Structures

Create Specify Info Structure Name (Between S501 To S999). Specify the Application : 01 – S & D Specify type of IS (Info Structure) : Blank – Standard C – Without Period Unit T – Transfer to SAP-BW Specify Blank Check Ping Possible Click on Choose Characteristics Option Select Characteristics field catalog (Which was created in the previous step) Select the fields from Field Catalog Fields Click on Copy + Close Icon Click on Copy Click on Choose Key figures option Select Key Figures field catalog and select the fields from the field catalog fields Click on Copy + Close Click on Copy Assign Unit as a 31 (WAERK) Doc Currency Check Sum. If it is activated, system accumulates the key figure values. Check Fix. Set this indicator if you want to Fix the values of this Key Figure in the planning table of Flexible Planning. Save it, check it and click on generate, Go back Save it and Exit.

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Maintain Update Rules:

Path: IMG Logistics – General Logistics Info System Log Data Warehouse Updating Updating Definition Specific Definition using update rules Maintain Update Rules Create Specify Info Structure Name : Ex: S780 Specify Update Group Ex: 1 – SIS : Sales Document, Delivery, Billing Document Press Enter Click on Rules for Key Figures Specify Event : VA – Sales Order, Scheduling Agreements Specify Update Type : A – Cumulative Update B – Data Transfer Only C – Counter

Source Table : MCVBAK Source Field Name : NETWR Table for Data : MCVBAK Data field : AUDAT – Doc Date Click on Copy Click on Check Icon Click on Generate Click on Activate Updating Choose our Info Structure Ex: S780 Double Click Check Period Split Day Select Synchronous Updating Save it and Exit.

Updating Control:

Path is same. Activate Update Choose Sales and Distribution Choose out Info Structure. Ex: S780 Check the Parameters. Save it and Exit.

Statistics Groups:

Maintain Statistics Groups for Customers. Ex: 1 – Relevant for Statistics Maintain Statistics Groups for Materials Ex: 1 – Relevant for Statistics Maintain Statistics Groups for Sales Documents. Ex: 1 – Order, Debit Memo Assign Statistics Groups for each Sales Document Type Choose Sales Document “OR” and Assign Statistics Group as a 1 Assign Statistics Groups for each Sales Document Item Type Ex: Choose Item CatExory “TAN” and Assign Statistics Group for “1”.

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Assign Statistics Group for Each Delivery Type Choose Delivery Document Type “LF” Assign Statistics Group for Each Delivery Item Type Choose Item CatExory “DLN” and Assign “1”. Determine Billing Document Type “F2” and check it. Update Groups Assign Update Group at Item Level Go to New Entries Specify your Sales Area Assign Customer Statistics Group “1 – Relevant for Statistics” Material Statistics Group : 1 – Relevant for Statistics Statistics Group Sales Document : 1 – Order, Debit Memo Statistics Group Document Item : 1 – Order, Debit Memo Update Group : 1 Save it and Go back Assign Update Group at Header Level Go to New Entries Specify Customer Statistics Group 1 – Relevant for Statistics Statistics Group Sales Document : 1 – Order, Debit Memo Update Group – 1 Save it. Go to SAP Easy Access Screen Go to System Use Profile Own Data Go to Parameter Step Specify Parameter MCL Specify Value X Save it. Go to VA01 and raise the Sales Order Save it. Go to Logistics ���� Sales and Distribution ���� Sales Information System ���� Standard Analysis ���� MCSI – User Defines Analysis. Choose our Info Structure (Ex: S780) Maintain Selection Screen Click on Execute Click on Switch Drilldown and the Values.

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STOCK TRANSFER ORDER (STO)

Stock can be transferred with in the Organization as a Replenishment Deliveries. “Monitory” objective is not existed in this kind of deliveries. It is a one of the important intExration area between SD and MM (Inventory Management and Purchasing). Stock Transfer can occur a. Company Code to company code (Between 2 Plants) b. Plant To Plant (Within Company Code) c. Storage Location To Storage Location within one plant. Stock Transfer can be carried out by following 3 methods.

1. One Step Procedure: Stock updation takes place between 2 destinations at a time automatically by using single movement type.

2.Two Step Procedure : Stock Updation should be takes place manually at supplying plant and receiving plant by using 2 different movement types.

Stock Transport Order: By using stock transport order stock can be transferred with or without SD – Delivery and Billing Document.

In Stock Transport Order One Step or Two Step Procedure is available.

For every movement Material Document is going to be generated.

For every movement accounting documents also are going to be generated if supplying and receiving plant assign to two different valuation areas.

Stock Transfer between Two storage locations with in one plant.

One Step: Data:

Plant 1000 Storage Locations : 0001 (Supplying Storage Location) 0002 (Receiving Storage Location)

Configuration Settings: Go to MM01 and create Material Master under 1000 / 10/ 00 Sales Area, Storage Location 0001 and extend it to Storage Location 0002. Save it. Go to MB1C and initialize the stock under 1000 /0001.

Replenishing the stock by using one step procedure

Movement Type 311 Go to MB1B and Specify Movement Type 311 – Transfer Posting Storage Location (One Step) Specify Storage Location and Plant (Supplying) Specify Receiving Storage Location Specify Material with Qty Press Enter and Save it.

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Go to MMBE and check the stock overview in both supplying and receiving storage location. Two Step: Date: Plant 1000 Supplying Storage Location 0001 Receiving Storage Location 0002 Removal from Supplying Storage Location Movement Type 313 – Transfer Posting Storage Location to Storage Location remove from Storage.

Go to MB1B Specify supplying Plant and Storage Locations Specify Receiving Storage Location Specify Material and Qty Press Enter and Save it.

Go to MMBE and check the stock balance in supplying storage location.

Go to MMBE of Receiving Storage Location – Stock In Transfer.

Go to MB1B and receive the stock in transfer into receiving storage location (0002)

By specifying Movement Type 315 – Transfer Posting Storage Location to Storage Location – Place in Storage. Specify Plant and Receiving Storage Location Specify Material and Qty Press Enter and Save it.

Go to MMBE of Receiving Storage Location and Stock in Unrestricted usage.

Stock Transfer between 2 Plants with in One Company Code.

Data: Supplying Plant 1000 / 0001 Storage Location Receiving Plant 1100 / 0001 Storage Location

Go to MM01 and Create Material Master by using 1000 / 10 / 00 – 0001 and extend it to 1100 – 0001 storage location.

One Step Procedure: Go to MB1B Specify Movement Type 301 – Transfer Posting Plant To Plant (One Step) Specify Supplying Plant and Storage Location Specify Receiving Plant and Storage Location Specify Material and Qty Press Enter and Save it. Go to MMBE of Receiving Plant and Storage Location and Check Stock Overview.

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Two Step Procedure: In Two Step Procedure

a. Stock Removal from Supplying Plant (1000) Go to MB1B Specify Movement Type 303 – Transfer Posting Plant to Plant – Remove from Storage. Specify supplying plant and storage location. Press Enter. Specify Receiving Plant and Storage Location Specify Material and Qty Save it.

Go to MMBE of Supplying Plant and check stock balance. Go to MMBE of Receiving Plant and Storage Location and Check Stock In Transfer. Go to MB1B to receive the stock from in Transfer to Receiving Plant and Storage Location. Specify Movement Type : 305 – Transfer Posting Plant To Plant – Place in Storage. Specify Receiving Plant and Storage Location Specify Material and Qty Save it.

Go to MMBE and check the stock overview in receiving Plant and Storage Location in un-restricted usage.

Stock Transfer between Two Plants under One Company Code by using Stock Transport Order without SD involvement.

Data: STO Document Type – UB Supplying Plant – 1000 Receiving Plant – 1100

Customization Settings: Create Material Master under One Plant and extend it to other Plant.

Go to MB1C and initialize the stock under supplying plant.

Process Flow: 1. Create STO in Receiving Plant (1100) by using Document Type “UB” in ME21N. 2. Carryout PGI in Supplying Plant (1000) by using Movement Type - 351 3. Carryout PGR in Receiving Plant (1100) by using Movement Type – 101

Activities: Go to ME21N Choose Stock Transport Order Specify Supplying Plant (1000) Specify Purchasing Organization (1000) Purchasing Group (000) Company Code (1000) Specify the Material and Qty Specify the Receiving Plant and Storage Location Press Enter, save it and note down the STO Number.

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Go to MB1B Specify Movement Type 351 – Transfer Posting to Stock in Transit from Unrestricted Usage. Specify supplying Plant (1000) Storage Location (0001) Press Enter Specify the Purchase Order Number Press Enter

Go to MIGO to receive the Goods with reference to Purchase Order. Check Item OK Click on Post and Check the Stock Overview.

Stock Transport Order with SD Delivery (One Step – Intra) with in Company Code.

Data:

Plant 1000 – Issuing Plant Plant 1100 – Receiving Plant Configuration Settings Create Customer Master by using XD01 Transaction Code under 1000 / 10 / 00 (Plant 1000). Ex: 700031 Create Vendor Master by using XK01 Transaction Code under 1000 / 10 / 00 and make sure that in purchasing data section, Extras, Add Purchasing Data and Specify Plant (Supplying) Go to IMG ���� MM ���� Purchasing ���� Purchase Order ���� Set Up STO Define Shipping Data for Plants Choose Supplying Plant (1000) Maintain Sales Area Save it and Exit. Choose Receiving Plant (1100) and Assign Customer Number. Save it and go back. Maintain Delivery Type (NK) and Checking Rule (RP) For only supplying Plant 1000 with Document Type “UB”. Path is same up to set up STO Assigning Delivery Type and Checking Rule Choose Document Type “UB” Assign Supplying Plant (1000) Assign Delivery Type (NL) Assign Checking Rule (RP) and Save it. Decide One Step Procedure or Two Steps Procedure. a. One Step: Assign Supplying Plant ���� Receiving Plant Check Document Type and Checking Rule (If it is activated then it is a One Step Procedure).

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If it is de-activated then it is a Two Step Procedure. Path is same up to Set Up STO Assign Document Type, One Step Procedure under Delivery Tolerance.

Go to New Entries Specify Supplying Plant (1000) Specify Receiving Plant (1100) Specify Document Type “UB” and check One Step and save it.

Go to OVL2 and Assign Shipping Conditions, Loading Group, Delivery Plant to Shipping Point and Manual Proposal Shipping Point.

Ex: Shipping Condition 10 Loading Group 0003 Plant 1000 1100 Proposed Shipping Point 1000 1100 Manual Shipping Point 1000 1100 Go to ME21N and raise the Purchase Order. Specify the Supplying Plant (1000) Specify the Purchase Organization, Purchase Group and Company Code. Specify the Material, Qty, Receiving Plant and Storage Location. Save it and note down the STO Number. Go to VL10B – Replenishment Delivery Specify Supplying Shipping Point (1000) Go to Purchase Order Tab and Specify P O Number Specify supplying Plant (1000) Click on Execute Select Condition Line Item and Click on Create Delivery in Background Click on “Next”. Select Line Item and Click on Details Tab and note down Sales Document Number. Go to VL02N Specify the Document Number Go to Picking Tab Go to Subsequent Functions Create Stock Transfer Order (LT03) Press Enter and Save it. Go to VL02N and Check the Picking Qty Go to Goods Movement Data Tab and note down the Movement Type Number (647 – Transfer to Stock in Transit) (641 – Transfer to Stock in Transit for Two Step) Carry out PGI Go to MMBE and Check the Stock Balance in Supplying and Receiving Plant.

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For Two Step Process Flow

ME21N ���� VL10B ���� VL02N ���� MIGO STO – With SD Del (One Step) – Inter

Data: Issuing Plant (1000) Receiving Plant (2200)

Step 1:

Create Customer Master XD01 under 1000 / 10 / 00 (Plant – 1000) Create Vendor by using XK01 under 2200 / 10 / 00 (Plant 1000)

Step 2 : Go to IMG ���� Materials Management ���� Purchasing ���� Purchase Order ���� Set up STO ���� Define Shipping Data for Plants ���� Maintain Sales Area to Supplying Plant (1000) and Assign Customer Number to Receiving Plant (2200). Step 3: Maintain Delivery Type (NLCC) Checking Rule (B – SD Delivery) for only supplying Plant (1000) to Document Type“NB” Standard Purchase Order. Path same up to Set Up STO Assign Delivery Type and Checking Rule. Go to New Entries Choose Document Type “NB” Supplying Plant (1000) Delivery Document Type (NLCC) Checking Rule (B) Check Carry out shipment scheduling Save it.

Decide One Step or Two Step A. One Step:

Assign Supplying Plant (1000) Receiving Plant (2200) Document Type NB and Checking Rule (B) Path is same up to Set Up STO Go to Assign Document Type, One Step Procedure under Delivery Tolerance. Choose Supplying Plant (1000) Receiving Plant (2200) Document Type “NB” Check One Step Save it.

Go to OVL2 and Define Shipping Point.

Go to V/08 and Define Pricing Procedure (ZIV002) with Condition Type “ZIVU” like Inter Company.

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Go to OVKK and Assign Pricing Procedure “ZIV002” to supplying Plant Sales Area with Document Pricing Procedure “N” – IB Stock Transfer condition Type ZIVU.

Go to VK11 and maintain condition records for ZIVU. Specifying Supplying Plant, Customer Number and Price.

Go to ME21N and raise standard Purchase Order Specify Vendor Number Specify Purchasing Organization (2200) Specify Company Code (2200) Specify the Material Number and Qty Specify Receiving Plant and Storage Location Save it and note down the P O Number.

Go to V4OB – RPL Delivery Specify Shipping Point (1000) Go to Purchase Order Tab and specify Purchasing Document and Supplying Plant. Click on Execute Select Line Item and Click on background Click on “Next” and note down Delivery Document Number Go to VL02N Go to Subsequent Functions Crate Transfer Order (LT03) and note down the Transfer Order. Go to VL02N and Carryout PGI Go to VL02N and note down Movement Type 645 – Transfer to Cross Company. For Two Steps (643 – Transfer to Cross Company) Go to MMBE and check the Stock Balance. Go to VF01 � Document Type ZIVU – IB Stock Transfer. Save it. Process Flow for Two Step :

ME21N ���� VL10B ���� VL02N ���� MIGO ���� MIRO Go to VF01 (NLCC)

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Batch Management

In Business especially Pharmaceutical and FMCG Materials are processed in Batches. In some Industries Materials should be processed only in Batches as a statutory requirement. By using Batch Management Concept defectives can be identified and LIFO and FIFO methods can be implemented. Materials usually processed from Production to Sales by Batches only. SAP uses condition technique to determine Batch Management concept as a intExration with Production, Inventory Management and Sales and Distribution. Configuration Settings: Create Material Master and make sure that checking group of Availability Check should be “CH – Batches” and check Batch Management in Sales:General / Plant Data. Activating Batch: Batch can be activated at 3 levels. a. Client Level b. Plant Level c. Material Level If it is client level then Batch Data is specific to client. If it is Plant Level then Batch Data is specific to Plant. If it is Material Level then Batch Data is specific to Material Level only. That means when the Material moving to other plant then Batch Data should be maintain separately at Plant Level. Usually it is at Material Level. Path: IMG Logistics - General Batch Management Specify Batch Level and Activates Status Management Batch Level Check Batch Unique at Material Level Save it and go back. Maintain Internal Batch Number Assignment: Path: IMG Logistics – General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment Activate Batch Number Assignment Check Automatic Batch Number Assignment Active

Maintain Internal Batch Number Assignment Range:

Click on Change Icon Click on Number Ranges Click on Change Intervals

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Click on Insert Intervals Define Number Range with Internal Option. Create Condition Tables: Path is same up to Batch Management. Then Batch Determination and Batch ���� Condition Tables ���� Define S&D Condition Tables ���� Create Condition Table for Batch Determination (SD) and Create Condition Table (Ex: 002 – Customer (KUNNR) / Material (MATNR) Define S & D Access Sequence: Path is same. Define Access Sequence (Ex: SD01 – KUNNR / MATNR) and Assign Condition Table (002). Define S & D StratExy Type: Ex: SD04 – KUNNR / MATNR (Customer / Material) and Assign Access Sequence (SD01) and Assign Class (ZCLASS) Define Class (Transaction Code CL01) with Class Type 023 – Batches.

Assign Sort Sequence (ZSORT) by using Transaction Code CU70 – Create Save it and Exit. Define Batch Search Procedure: Define S & D search Procedure and define S & D Batch search procedure (Ex: SD0001) and Assign stratExy type (SD04). Allocate SD Search Procedure / Activate Check: Go to New Entries and Assign Batch Determination search procedure to the combination of Sales Area and Document Type and check Batch also. Save it and Exit. Activate Automatic Batch Determination in SD: a. Automatic Batch Determination for Sales Order Item: Choose Item CatExory “TAN” and check Automatic Batch Determination. b. Activate Automatic Batch Determination for Delivery Item CatExory: Choose Item CatExory “DLN” and check Automatic Batch Determination. Maintain Condition Records for Condition Table (VCH1 – Create) Path: Logistics Central Functions Batch Management Batch Determination Batch Search StratExy For S & D VCH1 – Create And maintain Condition Records for SD04 – KUNNR / MATNR Save it.

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Create Batch (MSCIN): Specify Material Batch (Internal Assignment) Plant Storage Location Maintain Data in Basic Data 1 Production Date : Mfg Date Shelf Life Expiry Date : Expiry Date Available From (MFG Date) Next Inspection Date: Check Un-Restricted Use: Basic Data 2 Maintain Short Text Assign Class : Repeat the same process for another Batch with different dates. Go to MB1C and initialize the stock by specifying Batch Number. Go to VA01 and raise the Sales Order and Check the Batch Number at line item.

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BILL OF MATERIAL (BOM)

Structured or Recipes are called as a BOM Items. BOM has a structured with Header and Sub-Items. BOM simplifies the Production Process. Materials are manufactured from Production to Sales as a single level as well as multilevel BOMs. Inventory Management and Pricing can be carried out at a Header Level or Sub-Item level. If it is at Header Level then system treats Header Item as a Main Item and Sub-Items as a Text Items (No Inventory and No Billing). If Inventory and Pricing carried out at sub-item level then system carries out Inventory and Pricing at Sub-Item level then Head Item is a text item and sub-items are Main Items. When Materials are completely assembles that is called as a Header Level BOM. Ex:Computer. When components are manufactured then that is called as a Item Level BOM. SAP recognize Header Level or Item Level BOM depending upon the General Item CatExory Group. General Item CatExory Group (Only at Header Material) that is General Item Group Header Sub-Item ERLA TAQ TAE LUMF TAP TAN Go to MM01 and Create Material Master by specifying General Item CatExory Group for Header Item “ERLA / LUMF” and for sub-item as a “NORM”. Go to MB1C and initialize the stock for both items. Create BOM (CS01) Path: Logistics Sales and Distribution Master Data Products BOM BOM Material BOM CS01 – Create Specifying Header Material, Plant and BOM usage – 5 (Sales and Distribution) Press Enter and Specify Sub-Components with Qty Save it. Go to VA01 and raise the Sales Order by specifying Header Material and Check BOM Explosion.

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FAQS 1. If Customer Payer accepts invoices and invoice list how do you configure it? ANS: 2. If ship to party wants to receive shipment on particular day. Ex: Saturday. How

do you configure it? ANS: By defining Factory Calendar. 3. Can you create Customer Material info records from customer master? Ans: Yes PATH: XD02 or VD02 Sales Area Data Session Environment Then, Customer Material information 4. Can you block customer from customer master? ANS: Yes PATH: DX02 or VD02 Sales Area section, Extras, Blocking Data, specify the particular area. 5. How system determines Item Category for a line item in the Sales Order? ANS: System determines item category for a line item in the Sales Order by taking 4 factors into consideration.

e) Sales document type (that end users enter). Ex: TA/OR + f) Item Category Group (from its Material Master). Ex: NORM + g) Usage of the Material (of the Material). Ex: NIL + h) Higher level item category (of the line item) Ex: NIL = default item category (of line item). Ex: TAN Standard item.

6. Is it possible to assign line item numbers manually during Sales Order

Processing? ANS: Yes 7. What are the control parameters of Sales Document ? ANS: Header Level Category, Item Level Category and Schedule Line Category.

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8. What is Exclusive in Access Sequence? ANS: Exclusive indicator restricts the system to read condition record for particular condition table if it finds condition records for one condition table. That means it stops search procedure with one condition table it finds condition records. Select Access Sequence and click on Fields Control button and press enter. 9. If Credit Management to be configured for Division Specific? How do you

configure it? 10. ANS: Assign Credit Control Area to Sales Area. Sales Area is a combination of

Sales Organization, Distribution Channel and Division. 11. Can we Create Document Flow Records only for Inquiry, Quotation and Sales

Order? ANS: Yes. It is relevant for Contract Business Cinereous. We have to Assign Value as a 2. 12. Can we carry out New Pricing during Sales Document Processing? ANS: YES. By using option update in Item Condition Screen. 13. What are the Two fields that are transferred to FI/CO module after saving Invoice? A. Reference Number B. Allocation Number 14. How System Determines Plant for a line item in the Sales Order? ANS: System follows search criteria for determine plant for a line item in the Sales Order.

d) System first checks customer material info records. If Plant has been maintained, then it will take from Customer Material Info records or else it will go to “b”

e) Customer Master Ship to Party or else it will go to “c” f) Materials Master or else Plant should be determined manually during Sales

Order Processing. 15. Can we carry out New Pricing during Sales Document Processing? ANS: YES. By using option update in Item Condition Screen.

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16. If Credit Management to be configured for Division Specific? How do you configure it? ANS: Assign Credit Control Area to Sales Area. Sales Area is a combination of Sales Organization, Distribution Channel and Division. Path: IMG Enterprise Structure Assignment Sales and Distribution Assign Sales Area to Credit Control Area Choose our Sales Area and Assign our Credit Control Area. 17. FAQ: What is the difference between Proforma Invoice and Standard Invoice? OR How you will differentiate there two? Ans: Proforma Invoice doesn’t have Account Determination Procedure as it need not to transfer Billing information from SD to FI.

Success Follows Hard WorkSuccess Follows Hard WorkSuccess Follows Hard WorkSuccess Follows Hard Work Hard Work Never Fails.Hard Work Never Fails.Hard Work Never Fails.Hard Work Never Fails.

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