Here is the SD organizational structure and how to create it

1. ENTERPRISE STRUCTURE

Company Code: - It is the company for which we implement SAP.

NOTE: - It is defined by FI Consultants.

Sales Organisation: - It is the organizational unit, which is responsible for the sales activities in the company.

Distribution Channel: - It is the channel through which goods are reaching the customers.

Divisions: - The range of products or services that the company manufacturing falls into different divisions.

Sales Area: - It is the combination of sales Organisation, distribution channel and Division.

Sales Line: - It is the combination of Sales Organisation and distribution channel.

Sales Office: - It is the Geographical aspect of the structure.

Sales Group: - The employees in a sales office can be divided into different sales groups.

Plant: - The factory is called the plant in SAP.

RELATIONSHIPS:

Company code to Sales Organisation: - One company code can have many sales organizations. But one Organisation has to be assigned to one company code. So the relation is one to many.

Sales Organisation to Distribution channel: - One Organisation can have many distribution channels. One Distribution channel can be assigned to many organizations, so the relation is Many to Many.

Sales Organisation to Division: - One Organisation can have many divisions. One division can be assigned to many organizations. So the relationship is Many to Many.

Distribution channel to Division: - One Distribution channel can have many divisions. One division can be assigned to many Distribution channels. So the relationship is Many to Many.

NOTE: - Division is always Organisation specific.

NOTE: - If sales Organisation wants to use a plant that plant must be assigned to the Sales Organisation.

Path in SAP Library: -

SAP Library Logistics Sales and Distribution Basic Function and Master Data in Sales and Distribution Master data in Sales and Distribution Organisational Structures Organisational Structures in Sales and Distribution

Defining Sales Organisation: -

SPRO Enterprise Structure Definition Sales and Distribution Define Copy, Delete, Check Sales organization [EC04] Go to Define Copy, Delete, Check Sales organization, Go to Copy Organisational Object, Come back Define Sales Organisation Select defined sales Organisation and go to details. Select the Address icon & maintain the details and save it.

NOTE: - To unlock the locked data use the Transaction code SM12.

Rebate Process Active: - It controls whether rebate processing is active for a particular sales Organisation.

Defining Distribution Channel: -

SPRO Enterprise Structure Definition Sales and Distribution Define Copy, Delete, Check Distribution Channel [EC05] Go to Define Copy, Delete, Check Distribution Channel Go to Copy Organisational Object, Come back Go to Define Distribution Channel Select defined sales Organisation and give the required name and save it.

Defining Division: -

SPRO Enterprise Structure Definition Sales and Distribution Define Copy, Delete, Check Division [EC06] Go to Define Copy, Delete, Check Division Go to Copy Organisational Object, Come back Go to Define Division Select defined division and give the required name and save it.

Defining Sales Office: -

SPRO Enterprise Structure Definition Sales and Distribution Maintain Sales Office Go to New entries and define the sales office Go to Address Icon and maintain the details and save it.

Defining Sales Group: -

SPRO Enterprise Structure Definition Sales and Distribution Maintain Sales Group Go to New entries and define the Sales Group Go to Address Icon and maintain the details and save it.

Defining a Plant: -

SPRO Enterprise Structure Definition Logistics General

Define, Copy, Delete, Check Plant [EC02] Go to copy organisational object Come back Go to Define Plant Select the defined Plant and go to details Address and Maintain Details and Edit details and save it.

Defining Company Code: -

SPRO Enterprise Structure Definition Financial Accounting Edit Copy, Delete, Check Company code [EC01] Go to Define Company and save it.

Assigning Sales Organisation to the Company Code: -

SPRO Enterprise Structure Assignment Sales and Distribution Assign Sales Organisation to Company Code [OVX3] Select the Company Code and go to assign from the list of sales Organisations and select required Sales Organisations and assign and save it.

Assigning Distribution Channels to Sales Organisations: -

SPRO

Enterprise Structure Assignment Sales and Distribution Assign Distribution Channels to Sales Organisation [OVXK] Select the Sales Organisation and go to assign from the list of the Distribution Channels and select required Distribution Channels and assign and save it.

Assigning Division to Sales Organisations: -

SPRO Enterprise Structure Assignment Sales and Distribution Assign Division to Sales Organisation [OVXA] Select the Sales Organisation and go to assign from the list of the Divisions and select required Divisions and assign and save it.

Defining Sales area: -

SPRO Enterprise Structure Assignment Sales and Distribution Setup Sales area [OVXG] Select the Sales Organisation and assign Distribution channels Select the distribution channel and assign the divisions and save it.

Assigning Sales Office to Sales area: -

SPRO Enterprise Structure Assignment Sales and Distribution Assign Sales Office to Sales are [OVXM] Select the required Sales Area and assign the Sales Office.

Assigning the Plant to the Company Code: -

SPRO Enterprise Structure Assignment Logistics General Assign Plant to Company code [OX18] Select the Company code and assign the required Plants.

Assigning the Plant to Sales Organisation: -

SPRO Enterprise Structure Assignment Sales and Distribution Assign Sales Organisation Distribution Channel Plant [OVX6] Select the required sales line and assign the required Plants.

2. MASTER DATA (MD)

Master Data is divided into:

   

Customer Master Data Material Master Data Conditions Master Data Customer Material Information Record

1.

Customer Master Data: -

Logistics Sales and Distribution Master Data Business Partner Customer Create XD01 Complete Change XD02 Change Display XD03 Display

The Customer Master Data contains 3 screens:

a. b.

General Data Company Code Data

c.

Sales Area Data

Each screen contains different tab pages; each tab page contains different fields.

a.

General Data screen: -

Marketing Tab Page: -

Customer Classification: - Specifies a classification of the customer for Ex: - classifies the customer as a bulk buyer or it can be based on turnover.

Defining Customer Classification: -

SPRO Sales and Distribution Master data Business Partner Customers Marketing Define Customer Classifications Go to new entries and define and save it.

Unloading Points Tab page: -

Unloading Point: - Specifies the point at which the material is to be unloaded.

Goods Receiving Hours: - Specifies the timings in which the customer can receive the goods.

Defining Goods Receiving Hours: -

SPRO Sales and Distribution Business Partner Customers Shipping Define Goods Receiving Hours [OVSC] Go to new entries and define and save it.

Contact persons tab page: - Enter the contact persons of the customer.

a.

Company Code Data Screen: -

Account Management tab page: -

Reconciliation Account: - The Reconciliation account in General Ledger accounting is the account, which is, updated parallel to the sub ledger account for normal postings.

Payment Transactions tab page: -

Terms of Payment: - Specifies the key for defining payment terms composed of cash discount percentages and payment periods.

Defining terms of payment: -

SPRO

Sales and Distribution Master Data Business Partners Customers Billing Documents Define terms of payment Go to new entries and define and save it.

Payment History Record: - If we check this field the payment history of the customer will be recorded in his credit management.

To change the customer details go to xd02 and change the values and save it.

b.

Sales Area Data Screen: -

Sales Tab Page: -

Sales District: - Specifies in which district the customer is there. Before specifying the sales district we should define the sales district.

Defining Sales District: -

SPRO Sales and Distribution Master Data Business Partners Customers Sales

Define sales district [OVR0] Go to new entries and define and save it.

Customer Group: - Identifies a particular group of customers (for Ex: -wholesale or Retail) for the purpose of pricing or generating statistics.

Defining Customer Group: -

SPRO Sales and Distribution Master Data Business Partners Customers Sales Define customer groups [OVS9] Go to new entries and define and save it.

Customer Pricing Procedure: - This field along with few other fields determines the pricing procedure that is given to a customer. [1]

Shipping Tab Page: -

Shipping Conditions: - This field along with few other fields determines the shipping point that is proposed by the system.

Defining Shipping Conditions: -

SPRO Logistics Execution

Shipping Basic shipping functions Shipping point and goods receiving point determination scheduling Define shipping conditions Go to new entries and define and save it.

Delivering Plant: - Specifies the plant from which the goods should be delivered to the customer.

Order Combination: - If we want to combine multiple orders for the customer to create a single delivery we need to check this field.

Partial delivery per Item: - Specifies whether the customer requires full or partial delivery for the item.

Maximum partial delivery is 9.

Billing Documents Tab Page: -

Rebates: - If the customer wants to receive the rebates check this field. If we check this field the customer can get rebates from the company.

Incoterms: - Incoterms specifies certain internationally recognised procedures that the shipper and the receiving party must follow for the shipping transaction to be successfully completed.

Account Assignment Group: - This field along with few other fields determines the General Ledger Account to which the sales values are to be posted.

Tax classification: - Specifies whether the customer is liable for tax or not.

Partner Functions Tab Page: -

Sold-to-Party (SP): - The customer who is placing order with the company.

Ship-to-Party (SH): - The customer who is receiving the goods.

Bill-to-Party (BP): - The customer on whom the bill is raised.

Payer (PY): - The customer who pays the bill.

Creating the Customer: -

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

Enter the Account Group [Here specify whether the customer is a SP, SH, BP or PY] Enter the Account Group Enter the Company Code

Enter the Sales Area

NOTE: - If we get the error sales area is not defined for the customers.

SPRO Sales and Distribution Master data Define common distribution channels [VOR1]

And also go to

Define common divisions [VOR2]

Defining Account Groups: -

SPRO Financial Accounting Accounts Receivable and Accounts payable Customer Accounts Master Data / Records Preparations for creating customer master data / record Define account groups with screen layout (customer)

0001 0002 0003

  

Sold-to-party Ship-to-party Bill-to-party

0004



Payer

If the definition of the account group we can control the field status. We can make fields mandatory or optional or suppress or display mode.

Defining the number ranges for Account Groups: -

SPRO Financial Accounting Accounts Receivable and Accounts payable Customer Accounts Master Data / Records Preparations for creating customer master data / record Create number ranges for customer accounts [XDN1]

Go to change intervals Select the button insert interval and define a number range.

NOTE: - If we check the field external for a number range it becomes an external assignment. Otherwise it becomes internal assignment.

Assigning the number ranges for Customer Account Groups: -

SPRO Financial Accounting Accounts Receivable and Accounts payable Customer Accounts Master Data / Records

Preparations for creating customer master data / record Assign number ranges for customer account groups. Assign the required number range to the account group. Partner determination procedure: -

SPRO Sales and Distribution Basic Functions Partner determination Setup partner determination Select setup partner determination for customer master

Step 1: -

Defining the Partner Functions: - Here we must not define any partner function. Go to partner functions.

While defining the partner functions if we check the field Unique that partner faction has to be unique in the customer master i.e. we cannot have multiple partners of that function in a customer master.

Step 2: -

Assigning the partner functions to the Account group: -

Go to account groups function assignment. Go to new entries and assign the required partner functions to the required account group and save it.

Step 3: -

Defining the partner determination procedure: -

Go to partner determination procedures Go to new entries and define and save it

NOTE: - Procedure contains all the required partner functions.

Step 4: -

Placing the required partner functions in the procedure: - select the defined procedure and go to partner functions in procedure. Go to new entries and place the partner functions

If we check the field Not Modifiable for a partner function it cannot change in the customer master.

If we check the field Mandatory Function it becomes a mandatory in the customer master and save it.

Step 5: -

Assigning the procedure to the Account Group: - Go to partner determination procedure assignment. Assign the procedure to the account group and save it.

2.

Material Master Data: -

Logistics

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

Material master contains different views. Enter the material number Enter the industry sector Enter the material type Go to select views Select the following views: Basic Data 1 Basic Data 2 Sales Organisation Data 1 Sales Organisation Data 2 Sales General and plant data Sales text MRP 1 Accounting 1 and select organisational levels Enter the plant

Enter the sales Organisation then distribution channel

Basic Data 1: -

Base unit of measure: - Specifies the unit of measure in which stocks of the material are managed.

Material Group: - Key that we use to group together several materials or services with the same attributes.

Defining Material Group: -

SPRO Logistics General Material Master Setting for key fields Define Material groups [OMSF]

Division: - Specifies in which division the material falls.

Gross Weight and Net Weight: - Specify the weight of the material.

Weight Unit: - Specifies the weight unit.

Sales Organisation Data 1: -

Base Unit of Measure: -

Sales Unit: - Here enter the unit of measure in which the material sold. We need to enter a value in this field if the sales unit differs from base unit of measure.

Note: - If the sales unit differs from the base unit we can maintain the conversion factors. To see that information go to additional data.

Delivering Plant: - Specifies the plant from which the material is delivered to the customer.

Cash Discount: - If we check this field we can give cash discounts for this material.

Tax classification: - Specifies whether the material is liable for tax or not.

Note: - To leave the tax both the customer and the material must be liable for tax.

Minimum Order quantity: - Specifies the minimum quantity in the base unit of measure that a customer may order for base material.

Minimum Delivery quantity: - Specifies the minimum quantity that can be delivered to the customer.

Rounding Profile: - Key that the system uses to adjust the order proposal quantity to the deliverable units.

Sales Organisation Data 2: -

Account assignment Group: - This field along with other fields determines the General Ledger Accounts to which different sales values are to be posted.

Item Category Group: - It determines the nature of the material we are defining.

Ex: NORM LEIS BANS    Standard Item Service or Delivery Third party Item BOM Item Packaging

ERLA/LUMF VERP

 

Sales general / plant: -

Availability check: - Specifies whether and how the system checks the availability of the material and generating the requirement for the materials planning.

Batch Management: - Specifies whether the material is managed in Batches.

Transportation Group: - Grouping of the materials that share the same transportation requirement

Defining Transportation Group: -

SPRO Logistics Execution Shipping Basic shipping functions Routes Route determination Define transportation Group

Loading Group: - Grouping of the materials that share the same loading requirement.

Defining Loading Group: -

SPRO Logistics Execution Shipping Basic Shipping Functions Shipping point and Goods Receiving point determination scheduling Define loading Group

MRP: - Material Requirement Planning

MRP 1: -

MRP Type: - Specifies how the requirement of the material can be planned.

Accounting 1: -

Valuation Class: -

Note: - Before creating the material master we should activate company code for material master.

Maintain Company codes for Material Management: -

SPRO Logistics General Material Master Basic settings

Maintain company codes for material management [OMSY]

Define Storage Location: -

SPRO Enterprise Structure Definition Materials Management Maintain storage location [OX09] Enter the plant number Go to New entries

Extending the Organisational views for the Material Master: -

MM01-Create. Enter the material, which you have already created. Copy from material = material

Select the organisational views Select the organisational levels In the copy from fields enters the values in which the material has been already created. In the fields on the left side of the screen enter the values to which we would like extend the material.

3. Customer Material Information Record: - We need to maintain this record then the customers are having their own names for the material rather the original names.

Note: - We need to enter the customer material number in the sales order on the Ordering Party tab page, when we enter the customer material number in the sales order the system will automatically take the original material number.

Creating Customer Material Information Record: -

Logistics Sales and Distribution Master Data Rebate Arrangements Customer Material Information VD51 Create.

Material Number: - In this field enter the original name of the material

Customer Material: - Here enter the material number by which the customer places order.

Creating Sales Order: -

Logistics Sales and Distribution Sales Order VA01 Create Enter the order type OR & Enter the sales area.

Note: - To maintain the currency conversion rates use the transaction code OC41.

4.

Conditions Master Data: -

Condition Elements: -

a. b. c. d.

Price Discount or Surcharge Tax Freight

Ex: - for Condition Types: -

PR00 K004 K007 K005 KF00

    

Price Material Discount Customer Discount Customer Material Discount Freight

Maintaining the values for these condition types is called condition records. Maintaining the condition records for condition types is conditions master data.

Maintaining Condition Records: -

Logistics Sales and Distribution Master Data Conditions Selecting using condition type VK11 create

Enter the condition type for which you are maintaining conditions Record. Select the required key combination In the material field enter the material for which we are maintaining the conditions record. Enter the amount the system will automatically take currency and the calculation type.

Valid on and valid to: - The condition record is valid for those orders, which comes from the customer in the specified validity period.

Scales: - If we want to reduce or increase the amount as the quantity is increase select the condition record and go to scales.

Note: - Dont enter any value in the first line.

Setting upper limit and lower limit: - Select the condition record and go to details.

Note: - The price information in the sales order can be seen on the conditions tab page.

3. SALES DOCUMENT PROCESSING (SDP)

Structure of the Sales Document:

Header Data: - The general data that is valid for the entire document is recorded in the document header. For Ex: - Sold-to-party, Ship to party, Document date.

Item Data: - The data in the document header applies to all items in the document but same data applies only two specific items. This data is stored at item level.

Ex: - Material number, order quantity, ship to party, pricing, plant and storage location.

Scheduling Line Data: - It gives the information about the delivery dates and the corresponding conformed quantities.

Note: - An item can have multiple schedule lines.

To see the header data in the sales document. Select the Icon Display Document Header Details or select Go to Header and select any tab page.

To see the Item data select Go to Item and select any tab page or double click on the item.

Note: - To Change the Ship to party at the item level select the partner tab page and change it.

To see the schedule line data go to item data and select the tab page schedule lines.

Creating the Sales Documents with Reference:

Creating Quotation: -

Logistics Sales and Distribution Sales Quotation VA21 Create

Creating Order with reference to Quotation: -

Logistics Sales and Distribution Sales Order VA01 Create

Enter the order type OR and the sales area. Select the button Create with Reference. Specify the quotation number and say copy.

Document Flow: - When we create the documents with reference to some preceding documents it forms a document flow. In this flow if we know one document number with the help of Document Flow. We can know the remaining document numbers.

Note: - To See the remaining document numbers, go to the any sales document in the flow and select the icon Display document flow.

Note: - If we get the error the order type is not defined for sales area.

SPRO Sales and Distribution Sales Sales documents Sales documents header Assign sales area to sales document types Sales Document Types: -

SPRO Sales and Distribution Sales Sales Document Sales Document Header Define Sales Document type [VOV8] Ex: IN QT OR RE CS RO DS        Inquiry Quotation Order Returns sales documents Cash Sale Rush Order Scheduling Agreement

Functionality of the sales document type: -

Sales Document Category: - Its a classification for the different types of documents that we can process in the sales and distribution system

Ex: A B C    Inquiry Quotation Order

Sales Document Block: - Determines whether the sales document is blocked for use. If we block a sales document type users cannot create new sales documents of this type.

Number range internal assignment and Number range external assignment: - Number that determines how the documents are to the numbered by the system. It indicates which number range is relevant for document type.

Creating Number ranges for sales Documents: -

SPRO Sales and Distribution Sales Sales Documents Sales Document header Define number ranges for sales documents [VN01]

Item Number Increment: - Specifies the increment by which you want the item numbers in the sales document to increase when the system automatically generates the item number.

Sub Item Increment: - This is for sub items.

Reference Mandatory: - Indicates whether a reference document is mandatory when we create a sales document. If so the indicator also specifies which type of reference document we should use.

Item Division: - If we check this field the division at the item level is proposed from the material master record of the item otherwise the division we enter in the sales document header also counts for all the items.

Check Division: - Controls how the system reacts during the sales order processing when the division at the item level differs from the division in the document header.

Read Info Record: - Determines whether the system read the customer material information record for the sales document type.

Check Credit Limit: - Specifies whether the system runs credit checks and how it response to the check during the sales order processing.

Check purchase order number: - Specifies whether the system should check if the purchase order number entered is already existing for other sales document.

Screen Sequence Group: - Controls which screen we see during a particular transaction and in which sequence they appear.

Transaction Group: - Its a grouping that allows you to control certain characteristics of a transaction according to sales document type.

Document Pricing Procedure: - This field along with few other fields determines the pricing procedure that is proposed by the system.

Display Range: - Specifies whether the system displays only main items or sub items or all the items in the sales document.

F code for over view screen: - Determines which overview screen we reach during the sales order processing after we enter the data in the initial sales document screen.

Quotation Messages: - Set an indicator here if you want to receive a message informing you that open quotations exist when we create a sales document. Depending on the indicator we select the system searches for open quotations in the sales document either at the header level for the customer or item level for the material.

Outline agreement messages: - This is for agreements.

Incomplete Messages: - Specifies whether an incomplete document can be saved. If we check this field we cannot save the incomplete document until we enter the missing data.

Delivery type: - specifies the corresponding delivery document type for the sales document.

Ex: -

LF 

Outbound delivery with reference to order.

Delivery Block: - Indicates it the entire sales document is blocked for delivery.

Shipping Conditions: - If we specify the shipping condition here the value from the customer master record is over return by this value.

BILLING: -

Delivery related billing type and order related Billing type: - Specifies the corresponding billing document types.

Ex: -

F2 

Invoice

Billing Block: - Indicates whether the item is blocked for billing or not.

Propose Delivery Date: - If we check this field the system automatically proposes the current date as the delivery date.

Lead-time in days: - Specifies the number of days after the current date that the sales document uses for the proposal of the requested delivery date.

Propose P O Date: - If we check this field the system automatically proposes the current date as the purchase order date.

Contract Data allowed: - This field controls whether we can enter the contract data for the sales document type. Item Categories: -

AFN AGN TAN

  

Inquiry Quotation Sales Order Standard Item

AFNN AGNN TANN

  

IN QT OR Free of charge Item

TAS



Third Party Item

Defining Item Categories: -

SPRO Sales and Distribution Sales Sales Documents Sales Document item Define item categories

Functionality of the Item Categories: -

Billing Relevance: - Specifies the reference document to create the billing document.

Pricing: - Specifies whether an item is relevant for pricing or not

Business item: - If we check this field during the sales order processing the business data that we enter an item is allowed to differ from the business data in the header.

Schedule Line allowed: - Indicates whether we can create schedule lines for the item.

Item relevant for delivery: - Indicates whether a text item is relevant for delivery processing.

Note: - We need to check this field in the item category TATX. Which is for text items.

Returns: - If we check this field it becomes a returns item.

Note: - We need to check this field in the item category REN. Which is for returns.

Weight / Volume Relevant: - Indicator that controls whether the system calculates weight and volume for the item in the sales document.

Credit Active: - Indicates whether the credit management functions are active for the document items.

Determine Cost: - Indicates whether the system determines the cost of a sales document item during pricing.

Note: - The cost condition type is VPRS.

Automatic Batch Determination: - If we want to use automatic batch determination for materials handled in the batch active this field.

Rounding Permitted: - Indicates whether rounding is permitted or not.

Note: - Depending on the rounding profile specified in the material master the order quantity can be rounded in the sales order.

Order Quantity = 1: - If we check this field the order quantity for each line item is limited to one.

Item Category Determination: -

SPRO Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories We have to assign the item category to the combination of Sales Document type Item category group Usage Higher lever item category

Schedule line categories: -

Defining Schedule line categories: -

SPRO Sales and Distribution Sales Sales Documents Schedule Lines

Define schedule line categories [VOV6]

CS AT CP, CV, CN BN

   

Third party item Inquiry schedule line Sales order schedule lines Quotation

Functionality of a Schedule Line Category: -

Movement type: - Specifies the physical or logical movement of materials leading to a change in the stock levels or resulting in the consumption of the material.

601 602 561 301 302

    

Goods Issue Delivery Returns Posting the stock in the plant Plant to plant stock transfer Return of the stock transfer

Item relevant for Delivery: - Indicates whether the item that is related to a schedule line is relevant for delivery or not.

Order type: - Specifies the order type NB purchase requisition.

Note: - We need to specify, NB in this field for the schedule line category CS which is used for third party item.

Requirement/Assembly: - If we check this field the transfer of requirements will take place into the inventory management for a better planning of material requirement.

Availability: - Specifies whether the system should check the availability of the material.

Schedule line category determination: -

SPRO Sales and Distribution Sales Sales Documents Schedule Lines Assign schedule line categories We need to assign the schedule line category to the combination of Item category and MRP Type.

Item category group



NORM

Sales Document IN AFN +MRP Type

AT QT AGN

Item Relevant Delivery

+MRP Type

BN

Item Relevant Delivery

OR TAN +MRP Type

CP

Item Relevant Delivery

4. PRICING (PG)

This concept is based on condition technique.

Its the combination of:

1) 2) 3) 4)

Condition Tables Access Sequence Condition Types Pricing Procedure

1. Condition Tables: - Condition table contain the key fields for maintaining condition records. I.e. in other words condition records are stored in condition table.

Note: - A condition type can have multiple condition tables.

Note: - A condition table can be used for multiple condition types.

Defining condition tables: -

SPRO Sales and Distribution Basic functions Pricing Pricing control Define condition tables [V/03] Create condition tables Enter a table number beyond 600 From the field catalogue, which is there on the right side of the screen select the required key fields. To get the valid on / valid to fields while maintaining the condition records we need to check the field with validity period. Go to icon Technical View The fields which are marked, as footer field appears at the footer level at the condition records and the remaining fields appears at the key level. Select the Icon Generate for generating the condition table. To save the condition table, select the button Local object.

2. Access Sequence: - Access sequence is a search strategy with the help of which the system gets the valid condition records. It contains the required condition tables in the required order.

Note: - If required an access sequence can be used or assigned to multiple Condition types.

Note: - The order in which the condition table are placed in access sequence is important generally it is most specific to most generic

Defining Access Sequence: -

SPRO Sales and distribution Basic functions Pricing Pricing control Define access sequences Maintain access sequences Go to new entries and define the access sequence. Select the defined access sequence and go to accesses. Go to new entries and place the condition tables in the required order While placing the condition tables check the field exclusive. By doing so if the system finds a valid condition record in the first condition table it will not go to the next condition table Select the condition table and go to fields the system gives the warning message the field assignment has not yet been made say enter till we get the fields. Repeat the same step for all the condition tables and save it.

Note: - After defining the access sequence assign it to the corresponding condition type.

3. Condition Types: -

Defining condition types: -

SPRO Sales and Distribution Basic functions Pricing Pricing control Define condition types.

Maintain condition types.

Functionality of a condition type: -

Access Sequence: - In this field specify the corresponding access sequence for the condition type.

Condition class: - It is the preliminary structuring of condition types.

Ex: - Surcharges or discounts and price

Plus/Minus: - If we specify negative here a condition type becomes discount and if we specify positive it becomes surcharge.

Calculation type: - Determines how the system calculates price discounts and surcharges in a condition type. For Ex: - the system can calculate a price as a fixed amount or as a percentage based on the quantity, weight, or volume.

Condition Category: - Its a classification of conditions according to pre-defined categories.

Rounding Rule: - The rule that determines how the system rounds of condition values during pricing.

Manual Entries: - Indicator which controls the priority with in a condition type between a condition enter manually and a condition automatically determined by the system.

Amount / Percent: - If we check this field the amount / percentage of a condition type can be change during the document processing.

Quantity Relation: - Specifies whether the conversion factors for the units of measure in the condition type can be change during document processing.

Delete: - If we check this field the condition type can be deleted during the sales document processing.

Value: - If we check this field the condition value can be changed during the document processing.

Calculation type: - If we check this field the calculation type can be change during the document processing.

Item condition: - If we check this field for a condition types it becomes item condition, which has to be enter at the item level only.

Header condition: - If we check this field for a condition type it becomes header condition, which has to be entered at the header level only

Ex: - RB00 (Discount).

Note: - After entering the header condition type click on the button activate.

Note: - The condition amount of the header condition is copied as it is to all the line items in the document

Group condition: - If we check a header condition as a group condition the condition amount is distributed proportionately among all the line items in the sales document.

Valid from & valid to: - specifies the beginning and ending of the validity date that the system automatically proposes when we create condition records for the condition types.

Scale Basis: - Determines how the system interprets a pricing scale in a condition, for Ex: - the scale can be based on quantity weight and volume.

Check value: - Indicates whether the sale rates must be entered in ascending or descending order.

Note: - Header condition wont be having access sequence.

4. Pricing Procedure: - Pricing procedure contains all the required condition types in the required order.

Defining Pricing Procedure: -

SPRO Sales and Distribution Basic functions Pricing Pricing control Define and assign pricing procedures. Maintain pricing procedures Go to new entries and define the pricing procedure. Select the defined pricing procedure and go to control data Go to new entries and place the required condition type in a specified order.

Step: - Specifies the number that determines the sequence of a condition type with in a procedure.

Counter: - Specifies the sequence number of a condition type with in a step in the procedure.

Condition type: - Specify the condition type.

From & To: - If you specify the reference steps in these fields, the condition values of the two steps specified and the condition values of the steps in between are totaled.

Manual: - If we check this field the condition type is only included in determination either if they are entered manually or if they are transferred from an external process such as costing.

Mandatory: - Indicates whether a condition type is mandatory when the system carries out pricing using the pricing procedure.

Statistical: - This indicator causes a condition type to be set in the document statistically only.

Print ID: - Controls the issue of condition lines when printing the documents such as order conformations or invoices. [X]

Sub Total: - Controls whether and in which fields the condition amounts or subtotals are stored.

Requirement: - For the condition type to be executed in the sales document the requirement specified here must be satisfied. [2]

Alternative calculation type: - Specifies the alternative formula to the calculation type in the standard system that determines a condition.

Alternative condition base value: - Specifies the formula for determining the condition basis as an alternative to the standard.

Account key: - This field along with few other fields enables the system to post the sales values to different General Ledger Accounts.

Ex: ERL  Sales Revenues

ERS ERF

 

Sales Deductions Freight Revenue

Accruals: - This is exclusively for rebate condition types. [B001 & B002]

Key, which identifies various types of General Ledger accounts for accruals posting.

Note: - to maintain the requirements and routines use the transaction code [VOFM] Pricing Procedure Determination: -

SPRO Sales and Distribution Basic Functions Pricing Pricing control Define and Assign Pricing Procedures. Define Pricing procedure determination [OVKK] We have to assign the pricing procedure to the combination of Sales Organisation, Distribution Channel, Division, Document Pricing Procedure and customer pricing procedure.

Sales Organisations Procedure 1000 2000 10 12 00 00 A A

Distribution Channels

Divisions

Doc. Pricing Procedure

Cus. Pricing

01 & 02 01 & 02

PR01

PR02

Z004

K004

Z007

K005

100/-

105/-

- 2/-

- 1/-

- 1%

- 2%

Determination

1000

10

00



RVAA01

1000

10

00



RVAA01

The system takes the condition records by searching in the following way.

Pricing procedure (RVAA01):

Condition Type [PR00]

Access Sequence [PR02]

Condition Tables

Customer Material

Material

Valid Condition Record





Valid Condition Record





Condition Exclusion: - If we specify the exclusion for a condition type, which is below to that main condition types, in which we have given exclusion and with the same requirement

Note: - We can set the exclusion indicator either in the definition of condition type or in the condition records.

Condition Supplement: - Incorporating one condition type in another condition type is called condition supplement.

For this select the condition record and go to condition supplement and enter the condition type, which is used as supplement.

Note: - To enter a condition type as a supplement in another condition type the following setting must be done.

The Pricing Procedure specified in the definition of main condition type in which we are specifying the supplement must contain the condition type, which is used as condition supplement.

Note: - condition supplements are not excluded.

5. Free Goods Determination (FG)

Inclusive: - Giving a free item of same material is called inclusive.

Maintaining condition records for inclusive: -

Logistics Sales and Distribution Master data Conditions Free Goods VBN1 Create Enter the discount type [NA00] (Customer/Material)

Material: - enter the material, which we are giving free item.

Min quantity: - Enter the minimum quantity for which the customer how to place the order to get the free goods. [10]

From: - The free goods quantity specifies the amount for which free goods are granted in the sales documents. [10]

Unit of measure: - pc, kg, and cm.

Are free goods: - specifies how many materials we are giving as free [1]

Calculation rule: - specify pro rata basis

Free Goods: - specify [1] inclusive rebate with item generation

Exclusive: - Giving a free item of different material is called exclusive.

Maintaining condition records for exclusive: -

Logistics Sales and Distribution Master data Conditions Free Goods VBN1 Create Enter the discount type NA00 Select the button exclusive Enter the material, min quantity, for, unit of measure, additional free goods.

Additional free goods: - specifies how many additional materials we are giving as free.

Calculation Rule: - pro rata 1

Additional material free good: - Specifies the other material, which we are giving as free.

M-11, 10, 10, 1, pro rata, 2, m-10 save.

Note: - In exclusive we can also enter the same material as free item.

Note: - inclusive takes 10 as 9+1 & Exclusive takes 10 as 10 + 1.

The free goods concept is based on condition technique.

SPRO

Sales and Distribution Basic Functions Free Goods Condition technique for free goods Maintain condition tables [V/N2]

Maintain Access Sequences

Maintain Condition Types

Maintain Pricing Procedures

Activate Free Goods determination [V/N6]

We need to assign the procedure to the combination of Sales Organisation, Distribution Channel, division, Document Pricing Procedure, Customer Pricing Procedure.

BOM (Bills of Material)

The item category group of a BOM item must be either ERLA /LUMF.

Defining BOM: -

Logistics Sales and Distribution Master Data Products

Bills of Material Bill of Material Material BOM CS01 Create. Enter the Material Enter the Plant BOM usage [5] Sales and Distribution Enter the component & 0.

In the component field enter the materials, which constitutes of the main material and enter the corresponding quantity.

For the BOM to be exploded in the sales document the following setting has to be done.

1) When the item Category group is ERLA, the item category of the BOM item is TAQ. In the definition of TAQ we need to take the value A Explodes single level BOM in the field structure scope.

2) If the item Category group is LUMF, the item category of the BOM item is TAP. In the definition of which the same above setting has to be done.

I) If the item category group is ERLA, it will bill the main item but not the components. For this the following setting has to be done.

The item category of the BOM item is TAQ, which is made relevant for pricing and item category of the components is TAE, which is relevant for pricing.

II) Item category group is LUMF bills components but not the main item. For this the following setting has to be done.

The item category of the main item is TAP, which is not relevant for pricing and item category of the components is TAN, which is relevant for pricing.

S & D, Sales, Assign item category group

Sales Doc Type OR ERLA -

Item Group

USA

Higher Level Item

Item Category

TAQ OR ERLA -

TAQ OR

TAE -

LUMF

TAP OR LUMF -

TAP

TAN

IV  Inter Company Sales Material Listing and Exclusion

Material listing: - whatever the materials that are placed in listing for a customer he can access those materials only.

Maintaining Records for listing: -

Logistics Sales and Distribution Products Listing / Exclusion VB01 Create Enter the Listing type A001and select the key combination. Enter the customer and place the required materials in listing and save it.

Material Exclusion: -

Maintaining Records for Exclusion: -

Logistics Sales and Distribution Products Listing / Exclusion VB01 Create Enter the exclusion type B001 Place the required materials in exclusion.

Note: - Exclusion is given preference over listing.

This concept is based on condition technique.

SPRO Sales and Distribution Basic Functions Listing / Exclusion

Sl. No. 1 2 3 4

Listing

Exclusion Customer / Material

Customer / Material A1 A001 A002 A2 B001 B002

Step 1: - Maintain condition tables for listing / Exclusion [OV06]

Step 2: - Maintain Access sequences for listing / exclusion

Step 3: - Maintain listing / exclusion types.

Step 4: - Procedures for maintaining listing / exclusion

Step 5: - Activate listing / exclusion by sales document [OV04]

Material Determination: - Substituting one product with other product is called material determination.

Maintaining the records for Material Determination: -

SPRO Logistics Sales and Distribution Master data Products Material Determination VB11 Create. Enter the determination type [A001] (Material Entered).

Material Entered: - Here enter the original material which has to be substituted.

Material: - Enter the material with which we want to substitute the main material.

Reason for Substitution: - specifies the reason why the system automatically carried out material substitution. To enter multiple materials as substitution select the icon alternative materials.

This concept is based on condition technique.

SPRO Sales and Distribution Basic Functions Material Determination Maintain prerequisites for material determination. Create condition tables [OV16] Maintain access sequences Define condition types Maintain procedure

SPRO Sales and Distribution Basic Functions Material Determination Assign procedures to sales document types [OV14]

Defining the reason for substitution: -

SPRO Sales and Distribution Basic Functions Material Determination Define substitution reasons [OVRQ] Go to new entries and define

Substitution reason: - Specify the substitution reason [0001]

Description: - Advertising campaign

Entry: - If we check this field the system prints the name or number of the original material on the corresponding output.

Warning: - If we check this field the system displays a warning message before substituting the material.

Strategy: - Controls whether the product selection should occur automatically in the background or whether the alternative materials should be offered for a selection in dialog box.

Out come: - Controls whether the out come of product selection should replace the original entry or whether it should be recorded as a sub item of the original entry.

Revenue Account Determination: - To which General Ledger Account the sales values are to be posted is controlled by revenue account determination.

SPRO Sales and Distribution Basic functions Account assignment and costing Revenue account determination Assign General Ledger accounts [VKOA] We need to assign the General Ledger account to the combination of

1) Application: - specify V Sales and Distribution

2) Condition Type: - Specifies condition types in the procedure if controlling is activated in the finance take the condition type KOFK otherwise take KOFI

3) Chart of accounts: - Its a classification scheme, consisting of a group of GL Accounts.

Here we need to specify in which chart of accounts the GL Account we are assigning exists.

4) Sales Organisation: -

5) Account Assignment Group of Customer: - This is specified in the customer master data.

6) Account Assignment group of material: - This is specified in the material master data.

7) Account Key: - This is specified for each condition type in the procedure.

Sales Organisations Account Assignment Group Customer Material Account Key 1000

Account Assignment Group

2000

01  Domestic

02  Export Sales Goods FIFinished Goods

TRTrading

ERL Sales Revenue

ERS Sales Deductions

APP C Type C A of Account Key GL Account V V V V V V V V KOFI KOFI KOFI KOFI KOFI KOFI KOFI KOFI INT INT INT INT INT INT INT INT 1000 1000 1000 1000 1000 1000 1000 1000 01 01 01 01 02 02 02 02 TR TR FI FI TR TR FI FI

Sales Organisation

A A Customer

A A Material

Account

ERL ERS ERL ERS ERL ERS ERL ERS

1000 2000 3000 4000 5000 6000 7000 8000

V V V V V V V V

KOFI KOFI KOFI KOFI KOFI KOFI KOFI KOFI

INT INT INT INT INT INT INT INT

2000 2000 2000 2000 2000 2000 2000 2000

01 01 01 01 02 02 02 02

TR TR FI FI TR TR FI FI

ERL ERS ERL ERS ERL ERS ERL ERS

10000 20000 30000 40000 50000 60000 70000 80000

This concept is based on condition technique.

SPRO Sales and Distribution Basic Function Account assignment and costing Revenue account determination Define dependencies of revenue account determination [V/14,V/12,V/13]

Define access sequences and account determination types

Maintain access sequences for account determination Define account determination types

Define and assign account determination procedures.

Define account determination procedures [KOFI00]

Note: -

KOFI



Requirement

 2

KOFK



Requirement



Assign account determination procedure Assign the account determination procedure to the billing document type.

Credit Management: - It is responsible for giving the credit limits to the customers.

C.C.A C. Code 1 S. Org 1 C. Code 2 S. Org 2

Centralized C C A

C. C. A 1 C. C. A 2 C. Code 1 S. Org 1 C. Code 2 S. Org 2

Decentralized C C A

Defining Credit Control Area: -

SPRO Enterprise Structure

Definition Financial accounting Define Credit control area In the definition of the credit control area we have a field credit limit. This is applicable to all the new customers.

Assigning the Company code to Credit Control Area: -

SPRO Enterprise Structure Assignment Financial accounting Assign company code to credit control area

Risk Category: -

SPRO Financial Accounting Accounts receivable and Accounts payable Credit Management Credit control Account Define Risk Categories We need to define the risk category in the combination of credit control area.

Ex: Low Risk High Risk New Customers

Credit Group: - Its specifies the documents that should be blocked for processing if the order value exceeds the credit limit.

Defining Credit Group: -

SPRO Sales and Distribution Basic functions Credit Management and Risk Management Credit Management Define Credit Groups Ex: 01 02 03    Credit Group for Sales Order Credit Group for delivery Credit Group for Goods Issue

Assign sales documents and delivery documents. Credit limit check for other types Assign the credit group 01 to the sales document type. Credit limit check for delivery types. Assign the credit group 02 and 03 to the delivery document type.

Setting the credit limits to the customers or credit master data: -

Logistics Sales and Distribution Credit management

Master Data FD32 Change Enter the customer Credit control area Select all the views

1)

To set the credit limit to the customer select go to  control area

Data  status. We can specify the credit limit of the customer in the field credit limit.

Credit Horizon Date: - Specifies the date up to which the customer can use the credit limit.

Risk Category: - Assign a risk category to the customer

Sales Value: - It is the total of all order values which have not been transferred to F I, but which are taken into the consideration when checking the credit limit.

2)

Go to  Control Area Data  payment history

Here we can see the past payment history of the customer.

Note: - If we want to see the payment history of the customer here we need to check the field Payment History Record in the customer master.

3)

Go to  General Data  Central Data

Total Amount: - The amount in this field specifies the overall credit limit the customer may receive in all credit control areas.

Individual limit: - The amount in this field specifies the maximum credit limit the customer may receive with in a credit control area.

Defining Automatic Credit Control: - With the help of the automatic credit control we can block the documents if the order value is exceeding the credit limit. SPRO Sales and Distribution Basic Functions Credit Management and Risk Management Credit Management Define Automatic Credit Control [OVA8] We need to define the automatic credit control in the combination of credit control area, risk category, credit group.

Go to new entries and define and save it.

Item Check: - If we check this field the system carries out the credit limit check when we enter the items. Otherwise the check is carried out while we save the document.

Checks: -

Static: - If we check this field the system considers all the open orders, which are there after the credit horizon date, while checking the credit limits.

Dynamic: - If we check this field the system considers out a credit limit check with in the specified credit horizon period.

Reaction: - specifies whether the system reacts with a warning or error message when the limit exceeds.

Status / block: - If we check this field the document will be blocked for processing, if the limit is exceeds.

Maximum document value: - Specifies the maximum document value for a credit check based on the value of the document.

Note: - This type of check is useful for processing the orders of the new customers for whom the credit limits have not yet been established.

Note: - After defining the automatic credit control we need to specify it in the field Check Credit Limit in the definition of the sales document type. ATP: - Avail to promise.

Path of Availability Check: -

SPRO Sales and Distribution Basic Functions Availability check and Transfer of requirements Availability check Availability check with ATP Logic OUTLINE AGREEMENTS

1) Scheduling Agreements: - Its an outline agreement with the customer containing the delivery dates and the quantities. These are entered as schedule lines in the scheduling agreement.

We can create the schedule lines when we create the scheduling agreement or we can create them later.

We fulfill a scheduling agreement by creating the deliveries in the schedule as they become due.

Creating a Scheduling Agreement: -

Logistics Sales and Distribution Sales Scheduling Agreement VA31 Create Scheduling Agreement type DS

2) Contracts: - These are the outline customer agreements that display when the materials or services are sold within a certain time period.

a) Quantity Contracts: - Its an agreement that your customer will order a certain quantity of a product from the company during a specified period.

The contract contains basic quantity and price information but does not specify delivery dates or quantities.

b) Value Contracts: - Its a contractual agreement with a customer that contains the materials or services that they may receive within a time period and Up to a target value.

A value contract can contain certain materials or a group of materials. [Assortment Module]

c) Service Contracts: - Its an agreement that contains the conditions for offering a certain service to the customer. We can manage rental and maintenance contracts in the standard R/3 system.

A service contract contains validity dates cancellation conditions price agreements and the information on the possible follow up action.

d) Master contracts: - Its a document in which we can group contracts together as lower level contracts. The master contract contains the general terms, which apply for all lower level contracts.

Creating Contracts: -

SPRO Sales and Distribution Sales Contract VA41 Create

Contract Types: -

GK NMS ZWK1 WK1 WK2 SC

     

Master Contract Quantity Contract Value Contract Value Contract General Material relevant value contract Service and Maintain contract

SPECIAL SALES ORDERS

Cash Sale: - Its an order type which we use, when the customer orders picks up the goods and pays for the goods immediately the delivery is processed as soon as the order has been entered and the billing is related to the order.

Creating Cash sale: -

VA01

Order type CS or BV and everything is same as sales order

Item Category BVN

Note: - In BVN the field Credit Active is not checked.

Note: - when we save the cash sale document the system will automatically create the delivery document. For this the following customizing setting has to be done.

In the definition of the document type CS we need to take the value X [Create delivery immediately if the quantity conformed for today] in the field Immediate Delivery.

Rush Order: - In the rush order transaction the goods are delivered on the same day as the order is placed.

When we save the rush order document the delivery is automatically created and billing is related to delivery.

Creating Rush Order: -

VA01 Document type RO Item Category TAN

Note: - For the delivery to be automatically created the following setting has to be done. In the definition of document type RO take the value X in the field Immediate Delivery

SHIPPING (SH)

Shipping Point: - The place from where the goods are shipped to the customer is called shipping point.

Defining shipping point: -

SPRO Enterprise Structure Definition Logistics Execution Define copy, delete, check shipping point [EC07] Copy, delete, check shipping point Copy organisational object Come back Go to define shipping point Select the defined shipping point and go to details.

Determine times: -

Determine loading time: - Specifies whether the system automatically determines a loading time when we process deliveries through the shipping point.

Loading time: - specifies the time it will take for loading of the material.

Determine pick / pack time: - Indicates whether the system automatically determines a time estimate for picking and packing when we process deliveries through the shipping point.

Pick / pack time: - Specifies the time it will take for picking and packing of the materials.

Go to icon Address and maintain the details

Assigning the shipping point to the plant: -

SPRO Enterprise Structure Assignment Logistics Execution Assign Shipping point to the plant [OVXC]

Shipping point determination: - When we create the sales documents the system will automatically propose a shipping point. For this the following setting has to be done.

SPRO Logistics Execution Shipping Basic shipping functions Shipping point and goods receiving point determination Assign shipping point

We need to assign the shipping point to the combination of

Shipping condition Loading group Plant

Creating the delivery document: -

Logistics Sales and distribution Shipping and transportation Outbound delivery Create Single document VL01N With reference to sales order

Step 1: - Enter the shipping point

Note: - It should be the same shipping point, which is there in the sales Order with reference to which the delivery is created

Selection Date: - specifies the date on which the delivery can be created

Order: - Enter the sales order number for which delivery is created.

Step 2: -

Picking: - Go to the picking tab page where you can find pick quantity as 0. The quantity has to be picking from the warehouse. For this we need to create Transfer Order.

Creating Transfer Order: - Go to subsequence functions in the main menu and select create transfer order.

On the create transfer order screen enter warehouse number

Enter the plant number Enter the delivery document number for which we are doing picking. When we reach the overview screen of the transfer order the quantity is completely picked.

Note: - The delivery quantity in the outbound delivery becomes the picking quantity in the transfer order. And save the transfer order

Go to VL02N Enter the delivery document number Go to the picking tab page where the quantity is completely picked.

Step 3: -

Post Goods Issue (PGI): - By doing the PGI we are specifying that the goods are leaving the company.

For this click on the button post goods Issue.

Effects of Post Goods Issue: -

1) 2) 3) 4)

The warehouse stock of the material is reduced by the delivery quantity. Value changes are posted to the balance sheet account in the inventory accounting. Requirements are reduced by the delivery quantity. Post Goods Issue is automatically updated in the document flow.

Delivery Document Types: -

SPRO Logistics Execution Shipping Deliveries Define delivery types [OVLK] Ex: LF LO LR BV     Delivery With reference to Sales order Delivery without order reference Returns Delivery Cash sale Delivery

Functionality of a Delivery Document Type: -

Document Category: - J for delivery.

Number Range internal Assignment and External assignment: -

Creating Number ranges for deliveries: -

SPRO Logistics Execution Shipping Deliveries Define Number ranges for deliveries [VN01]

Item Increment: -

Order Required: - Specifies whether any preceding document is required to create the delivery document.

Storage Location Rule: - specifies how the system determines the picking location when we creating a delivery without entering a storage location for the item.

MALA RETA MARE

  

Shipping point / plant / Storage condition Plant / Situation (SITUA) /storage Condition MALA then RETA (back up procedure)

Delivery split WH Number: - If we check this field the delivery can be split based on the warehouse Number.

Automatic Packing: - If we check this field the automatic packing proposal is retrieved, when a delivery is created.

Screen Sequence Group: - AU

Display Range: -

Item Categories and Deliveries: -

SPRO Logistics Execution Shipping Deliveries Define Item Categories for deliveries [OVLP]

DLN



Item Category without order reference

Functionality of an item category in delivery: -

Document Category: - J Delivery

Material Number 0 allowed: - Controls whether it makes sense to enter an items in the document without specifying the material.

Note: - It makes sense to check this field only for text items.

Check Quantity 0: - Specifies whether we can enter an item that has a 0 quantity and if we do how the system reacts.

Check Minimum quantity: - Specifies whether the system checks the minimum delivery quantity specified in the material master and if so determines how the system reacts if the minimum is not met.

Check over delivery: - Specifies how the system reacts when we exceed the original order quantity during the delivery processing.

Availability Check Off: - Specifies whether the system should check the availability of the material.

Rounding: -

Relevant for picking: - indicates whether the item is relevant for picking or not.

Note: - Text items or service items are not relevant for picking.

Storage Location required: - Indicates whether we must enter a storage location before we can completely process the delivery items.

Determines Storage Location: - Indicates whether the system automatically determines a storage location for the delivery item.

Dont check storage location: - Indicates whether the system should run a check for the storage location that was determined.

Automatic Batch determination: -

Collective processing of orders: - To combine the multiple orders for creating a single delivery the following must be same.

Shipping Party Shipping Point Delivery Date.

Logistics Sales and Distribution Shipping and Transportation Outbound delivery Create Collective processing of document due for delivery VL10A Sales orders

Enter the shipping point Enter the delivery creation date Enter the ship to party and execute The system gives the list of all orders, which are due for delivery Select the required orders and select the button create delivery in background

Select the icon log for delivery creation (Shift + F4) It generates a group number, which contains the delivery document created. To see the delivery document generates select the group number and select the button documents.

INCOMPLETION PROCEDURE

Incompletion procedure contains all the required fields, which are mandatory in sales document.

SPRO Sales and distribution Basic functions Log off incomplete items Define incompleteness procedures. We need to define the incompletion procedure for the following incompletion groups

A B C D F G H

      

Sales header Sales item Sales schedule line Partner Sales activity Delivery header Delivery item

Select the incompletion group and go to procedures Go to new entries and define the procedure.

Note: - We need to define separate procedures for each and every sales document, unless all the documents have common mandatory fields.

Select the defined procedures and go to fields. Go to new entries, and place the required fields, which are mandatory in the sales document.

Field: - F1  incomplete procedure  select

1) Table: - Specifies the table in which the field exists.

2) Field name: - Specifies the Field name in the table

3) Description: - description of the field

V V imp 4) Screen: - The function code displays the screen on which we can enter the incomplete data.

5) Status Group: - Specify the corresponding status group

6) Warning: - If we check this field the system gives 9 warning when the user does not make an entry in the required field.

7) Sequence: - Determines the sequence in which the system checks for the incomplete fields.

Assign incompletion procedures: -

Same path

Defining status group: -

Same path SPRO Sales and Distribution Basic functions Logoff incomplete items

Define status groups: -

Status group controls, which sub sequent documents, can be blocked for processing, if the data in the mandatory field is missing.

And go to new entries and define the status group.

1) 2) 3) 4) 5) 6) 7) 8)

Status group General Delivery Billing document Price Goods moment Picking Pack

Ex: - Here if we check delivery we cannot create the delivery document if the data in the mandatory field is missing to which this status group is assigned.

BILLING (BG)

Creating billing document: -

Logistics Sales and Distribution Billing Billing document VF01 create

In the document field specifies the reference document number on the basis of which the billing document is created. Note: - When we save the invoice the companies account is debited and the customer account is credited.

Note: - When we save the invoice one accounting document is generated this posted to FI.

To see the accounting document generated go to VF02 change and select the button accounting

The following documents will be generated.

1) 2) 3) 4) 5)

Accounting documenting Profit center document Profitability analysis Special purpose ledger Controlling document

Select accounting document the go to details

Note: - The reconciliation account cannot be seen in the accounting document.

PK 50 40

  

Posting key For debit For credit most IMP

Canceling the invoice: -

Logistics Sales and distribution Billing Billing document VF11 cancel

In the document field specify the billing document to be cancelled and click on execute.

Note: - When we save the invoice cancellation accounting document is generated in which the values are already posted to FI are reversed.

When the accounting document is not generated try the following setting.

Go to VF02 go to billing document in the main menu and select release to accounts

Defining billing document types: -

SPRO Sales and Distribution Billing

Billing documents Define billing types Define billing types

F1, F2 BV F5 F8 G2 L2 S1 S2

       

Invoice Cash sale invoice Proforma invoice for order Proforma invoice for delivery Credit Memo Debit memo invoice cancellation Credit memo cancellation

Functionality of a billing document type: -

Number range inter assignment

Creating the number ranges only internal assignment: -

SPRO Sales and Distribution Billing Billing document Define number ranges for billing documents

Sales document category: - M

M O P

  

Invoice Credit Memo Debit memo

Transaction Group: -

Billing document: - 7

Item number increment: - leave it

Posting Block: - If we check this field the system blocks automatic transfer for the billing document of accounting.

Statistics: - Indicates whether the system stores the information from the billing document for the purpose of statistical analysis

Negative Posting: - Indicates that causes the transaction figure to be reset for the document item.

Cancellation billing type: - Specifies the corresponding billing document cancellation type.

Relevant for rebate: - Indicates whether the billing document is relevant for rebate purpose.

Accounting Determination Procedure: - Specify the revenue account determination procedures.

CREATING CREDIT MEMO

Create the credit memo request: -

VA01 Enter the order type G2  Credit Memo request Item Category G2N With reference to credit memo request create the credit memo

VF01 In the document field enter the credit memo request *** and execute

Note: - When we save the credit memo companys account is credited and customers account is debited.

MMM VV IMP Note: - One account document is generated which is posted to FI.

Creating Debit Memo request: - create the debit memo request

VA01 Document type Item category   L2 L2N

With reference to debit memo request Create the debit memo

VF01 In the document field enter the debit memo request and execute.

Note: - When we save the debit memo that companys accounting is debited and the customers account is credited.

MMVVIMP

Note: - One accounting document is generated which is posted to FI.

COPING CONTROLES

Note: - This concept is dam imp we can put in resume.

To create the documents with reference to proceeding documents copy controls must be defined.

The coping controls can be set for the following levels.

1)

Copy controls for sales documents: -

SPRO Sales and Distribution Sales Maintain Copy controls for sales document

a)

Copy control sales document to sales document

Source QT Header QT

   

Target OR Header OR Item Category

Item Category



AGN AGNN Schedule BN

 

TAN TANN Schedule

 

CP/CK/PN

b)

Copy Control Billing document to sales document:

Same as above

2)

Copy controls for delivery documents: -

SPRO Logistics Execution Shipping Copying control Specify copy control for deliveries

The coping control defined from sales document to delivery document Coping must be done header-to-header and item-to-item Here number schedule are available.

3)

Copy controls for Billing documents: -

SPRO Sales and Distribution Billing Billing documents

Maintain coping control for billing document

a) b) c)

Sales document to billing document Billing document to billing document Delivery document to billing document