Availability check

1. Availability check is an integral part of the business process that determines if the required delivery quantity can be met on a required delivery date. For this purpose the system takes into account predelivery activities such as scheduling for picking or packing times and the time taken to produce or obtain the material. It also performs several background functions such as 2. Backorder processing, rescheduling and ATP quantities. Backorder processing: processing of a sales order that has not been fully confirmed or not confirmed at a certain delivery date. 3. Rescheduling: is a proposal of how confirmed quantities already assigned to a sales order can be reassigned to other sales orders that have a higher priority. 4. Available to promise (ATP): is a process of checking the available quantities of a material. The ATP quantity consists of warehouse stock + planned receipts (incoming stock) planned issues (outgoing stock). to examine stock on hand (CO09) proceed to logistics sales & distribution sales environment availability overview. 5. Replenishment lead time (RLT): is the time taken for the material to become available either internally (in house production) or externally (from a vendor). The most important things to consider during an external procurement are purchasing and MRP2 (procurement) views of MMR where the processing time for purchasing, planned delivery time and goods receipt processing time are taken into account. On the other hand internal procurement is based on in house production time (MRP 2 view) goods receipt processing time or alternatively RLT time, which is found on MRP 3 view. 6. RLT (Replenishment Lead Time) is the time taken for the material to become available. RLT is only used when doing an ATP check (Available To Promise). The value of RLT for a material is specified on material master record. 7. There are three types of availability checks Check on basis of ATP quantities. Check against product allocation. Check against planning.

Configuring Availability check through Checking Groups 1. The checking group + checking rule determine how the availability check is to be performed. 2. The checking group determines whether and how the system checks the stock availability and generates requirements for material planning. The checking group defines what type of requirements

will be passed on i.e. summarized requirements (daily/weekly) or individual requirements for each sales order. 3. The checking rule applies to how the availability check is to be carried out at the transaction level. Note that you must define checking rules for each individual application such as for production orders for example. In Sales and Distribution, the checking rule is specified internally within the system and cannot be changed. 4. The checking rule, in conjunction with the checking group, determines the scope of the availability check for every business operation; that is, which stocks, receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time. 5. Briefly explaining the above checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and checking rule which is at the transaction level and can be configured independently for each application module, determines which stocks, receipts and issues to be taken into account. For performing an availability check checking group has to work in conjunction with checking rule. 6. Advantages of individual processing over summarized processing Backorder processing is possible. You can access (MD04) order, line and schedule line individually which gives a greater control on available stock and requirements placed on stock. The system automatically uses individual requirements in case of special stock items. 7. Required data for the Availability check to be carried out The Availability check must be switched on at the requirement class level. The Availability check must be set at the schedule line level. A requirements type must exist by which the requirements class can be found. A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR). A checking group must be defined in the material master record in the MRP3 screen in the availability check field. 8. Configuring Availability check and defining Checking Groups Checking groups are introduced into the sales order based on the setting in the material master record. SAP standard checking groups are 01 summarized requirements and 02 individual requirements or you can create your own by copying the standard ones. Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by day or week.

Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each other. The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check. 9. Defining material block for other users the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. If the block is not set, two users can confirm the same material at the same time for two different orders, not knowing if the stock is available or not. If you select this field, the material is blocked during the availability check and other users cannot: a) Make changes in the material master record. b) Create purchase orders for the material. C) Create orders for the material. 10.Defining default values for checking groups - Checking groups are introduced into the sales order based on the setting in the material master record. However if there is no entry present in the material master record for the checking group, a default value can be set here, depending on material type and plant. This default value will be used by the system depending on the material type mentioned in MMR and plant in sales order. If an entry exists, this default value is over written by MMR. 11.Controlling Availability Check in this section, you tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time. 12.These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction. 13.These settings carry out control both for sales order and delivery as well. This is due to the fact that you may want to include specific stock or incoming stock for the sales order, yet at the time of the delivery only include physical stock on hand waiting to be shipped. 14.It is possible to indicate to the system that you would like the availability check NOT TO CHECK the stock at the storage location level. This indicator is used to set the scope of the availability check. 15.It is used to switch off the check at storage location level. You create a reservation for a particular storage location. However, the scope of the availability check is set in such a way as to exclude the storage location. In this case, the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation. 16.Should you not want the system to automatically check RLT, you may indicate so here. RLT is the time taken for a material to become available. It is only used when doing an ATP check and is taken

from MMR. 17.defining the elements in the availability check entirely depends on the business needs, but a few tips are given under When controlling the Availability check at the time of the sales order, a purchase requisition does not necessarily indicate by it is going to come into the plant. A shipping notification on the other hand - a confirmed purchase order is a good indicator of receiving stock on a specified date. It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery.

ATP
Types of Availability Check in Sales and Distribution ProcessingThere are three types of availability check: _ Check on the basis of the ATP quantities _ Check against product allocation _ Check against planning The following SD-specific control features need to be maintained in Customizing: _ Checking group The checking group controls whether the system is to create individual or collective requirements in sales and shipping processing. In addition, a material block for the availability check with transfer of requirements can be set here. The checking group can also be used to deactivate the availability check. This option was created especially for the assembly order so that when the bill of material is exploded in the assembly order, the individual components, if necessary, can be classified as non-critical parts as far as procurement is concerned. The checking group specifies in combination with the checking rule the scope of the availability check. It is proposed in the material master record on the basis of the material type and the plant, and copied into the sales and distribution documents. It is specified in MMR in MRP3 screen, availability check tab. _ Checking Rule You use the checking rule to control the scope of the availability check for each transaction in sales and distribution. You also specify whether the check should be

carried out including or excluding replenishment lead time. The individual checking rules define by transaction, which kinds of stocks and inward outward movement(receipts and issues) of goods should be taken into account for the availability check. _ Schedule line category You can control with the schedule line category whether an availability check and transfer of requirements should be carried out in the sales documents. The possible settings for this at schedule line level are dependent on the settings in the requirements class which is determined from the requirements type of the material. _ Delivery item category The delivery item category can be used to control whether an availability check takes place in deliveries. Requirements type The various requirements are identified by their requirements type. The requirements type refers to the requirements class and its control features. it is assigned to requirement class. _ Requirements Class The requirements class contains all control features for planning such as relevance for planning, requirements planning strategy and requirements consumption strategy. In addition, it is specified at a global level whether an availability check is to take place for the material in the sales and distribution documents on the basis of the ATP quantity (ATP = available to promise) and whether requirements are to be passed on. A finer degree of control can be obtained for sales documents using the schedule line category. Replenishment lead time is only included in the check performed on the basis of the ATP quantity. Prerequisites An availability check can only be carried out if the following prerequisites have been fulfilled: _ The control elements described above for the availability check must be maintained in Customizing for Sales and the relevant assignments made to the sales transactions

_ The availability check must be switched on at requirements class level and for theavailability check in the sales documents at schedule line category level A requirements type must exist by which the requirements class can be found _ A plant must be defined. It can either be proposed from the customer or material master record or can be entered manually in the document._ A checking group must be defined in the material master record on the Sales/plant data screen in the Availability check field Configuring entries of the Availability CheckIMGSDBasic fncsAvailability check and TORAvailability checkAvailability check with ATP logic or against planningDefine checking groups You can use SAP std checking groups of 01 for summarized reqts or 02 for daily reqts or u can create ur own. The columns total sales and total deliveries are selection options whereby u can configure a checking rule to sum up reqts to post to MRP either individually or by day or week. Column 5, Block qty; set this block if u want several users to be able to process the material simultaneously in different transactions without blocking each other. The No Check indicator is used when u want a material to not be relevant for an ATP check. Defining a material block for other users. The Block checkbox is an indicator that enables u to block the particular material from being checked for availability if it is already being checked at the same time by another user.Defining the default value for checking groups. However should no entry exist for the checking group in the material master record, one can set a default value per material type and plant. Controlling the availability check. In this section, u tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sd transaction. The carry out control for the availability check must be maintained for both the sales order and delivery.

TOR
IMG SD Basic fncs Availability check and TOR TOR A line item in the sales order creates a schedule line. The schedule lines in the sales order transfer the requirements through to MRP. You can select the docs on which you want the TOR to happen. For ex, not for quotations. The TOR aims to ensure the ordered materials are available for the requested delivery date. The TOR can be set for individual or for collective requirements (materials mastersales/plant view). The TOR is dependent on the following data: The reqts type, reqts class, checking group and schedule line category. The reqts type and class are determined in the strategy group (material masterMRP3)

For TOR to be carried out, a few criteria need to be met: Plant assigned to line item level, schedule line category should be switched on at TOR, TOR must be switched on at the reqts class level, checking group must be defined and allocated to the material master record (sales/plant view in the availability check field) The reqts class is the controlling factor for the availability check and the TOR for all sd types. Configuring the TOR: 1) Use std 041 reqts class or copy and rename it. Use the indicators to select if this reqts class must carry out an availability check and/or a TOR. 2) Define the reqts types. A reqts type is allocated to a single reqts class and not vice versa. It is based on the item category and the MRP type of the material. 3) Assign the rqts type to the relevant item category in the sales order and the MRP type found on the material master record. You can select an alternative search strategy where u assign the reqts type to item category and MRP type. Can select source as 0, 1 or 2. (1 = Item type and MRP type strategy). 4) The TOR and Availability check can be selected/de-selected at the schedule line category level. 5) 6) Block qty confirmation in delivery blocks. This is used to block the reservation of the TOR from MRP. Maintain requirements for TOR. Requirements can be used to determine that the TOR to MRP is not

carried out unless a number of conditions are met. Availability Overview = CO09 order qty, sd doc no, item no, requirements class. Stock requirements list = MD04 sd no or dly no, line item, schedule line placing the demand Stock overview = MMBE total stock per company, then plant followed by storage location, and finally a breakdown per batch.

Hi Mohammed, Please Find Complete Notes on Picking and Packing below: Picking - The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods will be prepared for shipping. Picking can be done in two ways. Without Ware House Management:- Picking the Qty Manully. With Ware House Management :- Picking Via Transfer Order 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.

Packing - Packing is part of delivery- and shipment processing. When you process a delivery, you can select delivery items for packing and assign them to handling units. PACKING PROCESS Packaging materials are materials used for packing or transporting goods. To store the packing information for an outbound delivery in the system, you must first specify a packaging material and create material master records for different packaging materials (material type VERP). In the material master, you specify special data such as packing weight and volume permitted for each shipping material. You can also activate this field for different material types. Selected items from an outbound delivery can be packed in an individual packaging type called a Handling Unit. The handling unit is assigned a unique sequential number from a predefined number range. The handling unit header contains information about the packaging material used in packing. The overview screen of the packaging material displays the quantities of the delivery items or other handling units. You can change or enhance the data proposed from the material master record of the packaging material to include additional information, such as a pallet number. Packing is primarily the process of assigning delivery items to packaging materials. This produces handling units, which can then in turn be packed in additional packing materials. Multilevel packing is also possible. You can also unpack items from handling units, as well as emptying and deleting the handling units themselves. In customizing, you specify if each delivery item category is relevant for packing. Possible settings are a. packing allowed (default) b. packing not allowed c. packing mandatory The system updates the packing status for each item in the outbound delivery, for example partially packed or fully packed. The packing function is available in following documents a. Sales Orders (as packing proposals) b. Inbound and Outbound deliveries c. Shipment document. The packing proposal in the order can be copied to the outbound delivery. You can control this at the header level in the copy control table for deliveries. You can make packing in the outbound delivery subject to certain conditions. You activate the settings for this in customizing (standard: packing now allowed if there is credit block).

You can change packing in the outbound delivery as long as post goods issue has not been done. Packing in the outbound delivery is copied to the shipment. You can then choose to pack all the deliveries together. You can use user exits to specify rules for automatic packing during creation of outbound deliveries. You activate automatic packing for each delivery type separately. Similar packaging materials are grouped together in packaging material types. The material grouping for packaging materials is used to group together materials that have similar packaging requirements (for example, materials requiring same packaging materials). You can display the allowed packaging materials for a material to be packed. The packaging materials are proposed from the table allowed Packaging Materials for each material group which you maintain in customizing. The system checks if the packaging material being used for packing is allowed. However, if the field Material Group: Packaging material has not been maintained in the material master, this material can be packed in any packaging material depending on the weight and volume check. Packing instructions can be used as packing proposals for online processing or as packing rules for Automatic packing. Packing instructions determination is carried out using the condition technique, for which you must define a corresponding procedure and condition types where three standard access sequences have been provided. Automatic packing can be implemented using either packing instructions and or a customer enhancement (packing sessions). Packing instructions consist of a. packing materials b. materials to be packed c. text items d. subordinate packing instructions e. rules concerning rounding, minimum quantities and so on f. definition of a check profile Check this link http://sap-img.com/sap-sd/the-packing-process-with-an-example.htm The packing process is as follows: Path: IMGlogistics executionshipping--packing 1) Define Number ranges for Handling Units Here we define the number ranges for packing units. 2) Packing control by item categories: Here we define if the items categories that we use can be packed or not. 3) Define requirements for packing in the delivery here the requirement for packing is set. We can create our own requirement for example saying that the packing is not possible if credit block exists. Std setting is used in most cases. 4) Define packing materials

Here we define the packing materials that we use. Example you are using a wooden box, you must define it here with a code and description. You can give it as 0001(code) and wooden box (description). The material master for this material has to be created with the material type as VERP. In the Sales: general/plant view you have to put 0001(code for wooden box) in the packing mat type field. 5) Define material group for packing material here you define a material group for packing materials. Example you define a group 'pack'. Now put this group (pack) in the material masters in the sales: general/plant view in the mat group packing materials field for all the materials that you want to pack. 6) Define Allowed Packaging Materials Here we define all the materials that are allowed for packing along with the respective mat group. For the example we used it should be only one line item saying that '0001' packing material is in 'pack' material group. These were the steps that were followed in our project. -

Before creating the packaging material you have to go to: IMG-Logistics Execution-Shipping -Packing. 1. Define packaging material types- it can be anything like boxes crates, etc. in this you have to maintain the output determination procedure, output type, plant determination, packaging material category, generate delivery items, number assignment. You can copy from standard also. 2. Then go to define material group for packaging materials - here you maintain the four digit code and the description. Actually, this group is nothing but similar products which require similar packing products. For Ex. Nokia Phones all types they are basically packed first into a polythene bag. So here nokia phones can become a material group for packaging materials and polythene bag can become the packaging material type which can include different sizes and types of polythene bags. 3. Define Allowed Packaging Materials - Here you assign the shipping group for packaging materials to the packaging material type. This is related to your material master data of the packaging material which you create. 4. Now go to MM01 to create a packaging material. use material type as Packaging material then inside the system will take the item category group as VERP. Then in the Basic Data1 screen you have the material group for packaging material (MGPM). Select the proper one. Now in the Sales: General/ Plant screen you have to maintain data regarding the packaging. You select the MGPM same as the basic data 1 screen, and then select the packaging material type, the allowed pkh weight, allowed pkg volume. This is important because if the weight of your finished item is 2 KG and in the allowed pkg weight you enter only 1.5 KG, then while you carry out the packing process in delivery, the system will give you error," packaging weight exceeded." The assignment in the IMG screen for Define allowed packaging materials should be same as u mention in the material master. Then save your material master for packaging material. 5. VA01 create the order, save it. 6. VL01N enter shipping point, go to edit - pack- you will face a screen with 2 parts. In the top part you select your packaging material in which you want to pack your finished item, enter the system will assign a number to that material. Now select the Material in the top part and the finished one in the lower part and click on the Icon Pack.

Here one thing has to be taken care of. Suppose if you want to pack only one finished item in one packaging material, then in the lower part of the screen you have a field for partial quantity here you change it to 1. System will prompt quantity changed. Now you select the material in the top part and the one in the lower part and click on the PER PART. QTY ICON. In this way the system will pack only one finished item in a single packaging material. Packing is done go back, select the picking and do the PGI. Save the delivery and create the invoice. HANDLING UNITS. Basically handling units come into picture when you want to carry out multi level packing. Suppose you want to pack Nokia phone first into a polythene bag, then this polythene bag is again packed in to box. like that. Then this box will become a handling unit. For this go to: IMG - Logistics General - Handling Unit Management - Basics. 1. In basics you do the same thing as you did in the packing in logistics execution. like you create the packaging material type, then MGPm and their assignment. 2. Then go to External Identification - and maintain the number ranges for the handling units that you want and assign the same to your packaging material type. 3. Now that you have done everything, create the order, save it, in VL01N, enter shipping point, go to edit - pack - do the same thing as I have told you in the step no. 6 (above). now after doing select the PACK HUs TAB. NOW IN THIS SCREEN IN THE TOP PART YOU WILL SEE THE ALREADY PACKED MATERIAL. In that same part again select your next packaging material that is BOX. Enter the system will assign the number to the BOX. 4. Now select the material which you have just entered and the materials which were already packed in the lower part of the screen and click on the ICON PACK. This is what I know about the packing process and the handling unit. you have many things in the handling unit management which can be very useful for automatic packing. -

MULTI LEVEL PACKAGING: Configuration for packing has been done in HUPAST and the no of items to be packed in single pack is maintained in POP1 and the packing instruction has been maintained in POF1. Also go through the links http://sap-img.com/sap-sd/process-in-packing.htm http://sap-img.com/sap-sd/the-packing-process-with-an-example.htm AUTOMATIC PACKING: . 1) Create the packing Material In MM01 of material Type 'VERP' 2) Create packing Instructions from TA: POP1 3) packing Determination in POF1 ... for MM Condition type is RCPT and for SD its is SHIP. So create condition records here.

4) In Customization SPRO-> Logistic Execution-> Shipping-> Deliveries->Define Delivery Types In Delivery, there is Check box for automatic packing. Here if u will set the Automatic packing then in Delivery the system will automatically pack the delivery... But u will have to create packing instructions and packing determination, which I have specified already. A2. Introduction Packing is part of delivery- and shipment processing. When you process a delivery, you can select delivery items for packing and assign them to Handling Units (HUs). 2. Range of Functions as an example, you could pack delivery items in boxes, pack the boxes on pallets for delivery to the customer, and load the pallets onto a truck. The Packing component and related packing information enables you to: Update the stock situation of packing materials Monitor returnable packaging stocks at the customer's or forwarding agent's place of business Help you find you what was in a particular container (for example, if a customer maintains that they have received an incomplete delivery) Make sure that the weight and volume limits have been adhered to Ensure that products have been packed correctly 3. Configuration Settings:- Menu Path

3. 1.0 Define Number Ranges for Handling Units when creating a handling unit, the system assigns a clear number internally. This number is from the number range interval, which you can maintain in this menu option. Standard settings an internal assignment is carried out in the standard delivery for handling units, from the number range interval '01'. Maintenance of further intervals is not necessary, as the interval cannot be set. 3. 1.1 Packing Control by Item Category In this menu option you control for each item category whether it can be packed or whether it requires packing. If an item category is characterized as requiring packing, the item must be packed in delivery, before goods issue. If it can be packed, you can pack it. You cannot pack items with an item category which cannot be packed. For materials to be handled in batches, you control whether only items with batch available can be packed, or basically the cumulated main item quantity is packed. 3. 1.2 Define Packaging Material Types The packaging material type combines packaging materials into groups and contains essential control features which apply to the corresponding shipping materials. When you specify a shipping material type in the material master record, each shipping material is assigned to a shipping material type.

Packaging Material Type => Plastic Mold Returnable Packaging Material Type : 3. 1.3 Define Material Group for Packaging Materials

In this menu option, you define material groupings packaging materials, with which materials that are to be packed into similar packaging materials are grouped together. The material grouping for packaging materials is entered in the material master record of the shipping material. ZPAC => FOR PACKAGING MATERIAL ZPRE => FOR RETURNABLE PACKAGING MATERIAL 3. 1.4 Define Allowed Packaging Materials when packing materials or handling units, the system checks whether the packaging materials for the handling unit, to which the items are to be packed, is allowed for packing. By assigning packaging material types to the material groups for packaging materials, you define which packaging materials are allowed for packing. By assigning shipping material types to material groups for shipping materials, you define which shipping materials are allowed for packing. -

TWO LEVEL PACKING: In packing screen, 1.First you will have material to be packed in view Material to be packed. 2. Enter packing material in field packing material. 3. Select these two materials and press Pack button. 4. The resulting handling unit will be displayed. 5. Pack this handling unit in same way in another packing material

Configuration setting for Debit Memo & Credit Memo

Added by Rajesh Banka, last edited by Jyoti Prakash on Sep 05, 2011 (view change)

Configuration setting for Debit Memo & Credit Memo

Configuration
General Settings for SD 1 Creating Sales Document Types Defining the Sales Document Type

Use
The sales document type determines how the system processes the sales document. For example, depending on the sales document type, the system determines which screens to display and which data to ask you for. The sales document types used for this business scenario are sales orders.

Prerequisites
Set-up Sales Area

Procedure
Menupath: SPRO - Sales and Distribution - Sales - Sales Documents - Sales Document Header - Define Sales Documents Types

Transaction Code: VOV8 Activities

Create the Sales Document Types ZDR (Copy of DR - Debit Memo Request) & ZCR (Copy of CR - Credit Memo Request)

Accept all associated copy controls Number Range as applicable, and Make the following settings: Field name ZDR

Description

Debit Memo Request

Number Range

Maintain appropriate data

Incompletion Procedure

Maintain as standard / modify as requirement

Billing Section - Order-Rel Bill Type ZDR

Finally, save your entries.

2. Assigning Pricing Procedure to Sales Document Types Procedure

Menupath - SPRO - Sales and Distribution - Basic Functions - Pricing - Pricing control - Define and Assign Pricing Procedures

Activities
Double-choose Assign document pricing procedures to order types. We have maintained document pricing procedures to order types as 'A', which is available in standard.

3. Creating/Assigning Sales Document Item Categories 3.1. Defining Item Categories Use
Item categories are used to control how sales document items are processed. This includes determining an item's relevance to pricing, costing, and billing.

Prerequisites
The Sales Order Types have been created.

Procedure
Menupath - SPRO - Sales and Distribution - Sales - Sales Documents - Sales Document Item - Define Item Categories

Transaction Code: VOV7

Use Standard Item category as provided by SAP (L2W & G2W)

3.2 Defining Item Category Assignment Use

In this menu option, you can specify which item categories the system proposes during document processing for each sales document type and item category group. At the same time, you can specify additional item categories with which the system default can be overwritten. There is a maximum of three possible alternative item categories.

Procedure
Menupath - IMG path - Sales and Distribution - Sales - Sales Documents - Sales Document Item - Assign Item Categories

Transaction Code: VOV4 Activities

Assign item categories as shown in the table below: Sales Document Type Item Category Group Default Item Category

ZDR

NORM

L2W

ZDR

LEIS

L2W

ZCR

NORM

G2W

ZCR

LEIS

G2W

Normally it is defaulted, but only required to be checked to ensure the same. Save your entries.

4. Creating Billing Document Types 4.1. Defining the Billing Document Type Use
In this menu option you define your Billing Type that represents the different business transactions in billing.

Prerequisites
Set-up Sales Area. Sales Document Type Created

Procedure
Menupath: SPRO - Sales and Distribution - Billing - Billing Documents - Define Billing Types

Transaction Code: VOFA Activities

Create the Billing Document Types ZDR (copy of DR - Debit Memo) & ZCR (copy of Credit Memo) Accept all associated copy controls

Number Range as applicable, and Make the necessary changes in settings if required. Finally, Save your entries.

4.2. Copying Control for Billing Documents Use

You can use requirements in copy control to specify how a sales document should be is to be billed as far as requirements are concerned.

Procedure
Menupath: SPRO - Sales and Distribution - Billing - Billing Documents - Maintain Copying Control for Billing Documents

Transaction Code: VTFA Activities:

Double-choose on Copying control: Sales document to billing document, if you are using the ordinary IMG path. Otherwise use the transaction code VTFA to access the functionality directly. Define copy controls for source sales document ZDR to target billing document ZDR (copy of DR to DR) & ZCR to ZCR (copy of CR to CR) Copy all settings Save The configuration for ZCR (Credit Memo)can be maintain simlar to that of ZDR, as mention above.

Labels
debit memo credit billing configuration

Output Types
This question is Assumed Answered.

D. O. Oct 17, 2007 3:16 AM

What kind of output type can be configured for printing: 1) Credit Memo 2) Debit Memo 3) Master Bill of Lading 4) Pick List 5) Packing Slip Also please make suggestions on smartforms that can be used if you know.

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Re: Output Types

Comes Naturally Oct 17, 2007 3:56 AM (in response to D. O.)

HI Dolly In SAP we can send the documents to respective partner functions through different transmission mediums. SAP uses condition technique to determine output t relevant partners with relevant transmission mediums. Output can be sent to for quotation, sales order, contract, delivery, billing, credit memo, debit memo etc Out put determination procedure has a integration with technical module, as ABAPers has to write SMART forms and FORMS to print the output , that SMART form output can be send to relevant partner function through relevant transmission mediums. Out put determination procedure for order confirmation: (V/30 or NACE) a) Maintain condition table: Path: IMG SD Basic functions Output control Output determination Output determination using the condition technique Maintain out put determination from for sales document Maintain condition tables Maintain out put condition table for sales document Here we define condition table Ex: 007 order type (sales order types) Save it b) Maintain output types: IMG SD Basic functions Output control Output determination Output determination using the condition technique Maintain out put determination from for sales document Maintain out put types Here we define out put types Ex: AF00 -- Inquiry AN00 quotation BA00 Order confirmation BA01 EDI odd response KRMLCredit processing LP00 -- Scheduling agreement MAIL Internal message RD03cash sales invoice

Choose BA00 copy it and rename as a MA00 click on details icon click on display to change icon then again choose MA00 click on details icon Maintain data in general data tab General data tab: Access sequence: 0010(order type) In IMG define access sequence and assign to the output type Check access to conditions: This indicator allows the system to read the condition records for output. If it is not been activated then system determines out put from customer master ex: By following out put determination procedure DB0001 Check cannot be changed: This control specifies whether the out put can be changed or not Ex: direct mailings can be changed during processing Check multiple issuing: This indicator allows the system to send the output multiply Ex: sales order has been sent for 10 items again one item has been added to sales order so that business has to issue the new out put for sold to party with added line items. This indicator allows the system to send out put repeatedly. Check partner independent out put: During output processing when the indicator has not set then system allows only specific functions in specific partner functions Dont write processing: This indicator determines whether system has to write processing log for output Default values tab: Dispatch time: Ex: send immediately: when carry the application this indicator determines when the output should be sent. Transmission medium: Ex: print out Fax Telex Internal send EDI Simple mail Special function Events (SAP business workflow) Distribution (ALE) Tasks (SAP business work flow) Specify the transmission medium through which the output should be sent. (Ex: print output) Communication strategy Specify the communication strategy if you want to send the output externally A) Time tab: Check timing: (Periodic job not allowed) This indicator allows the system to carry out print program periodically.

B) PRINT

NEXT TAB):

Print parameter: Ex sales org. Specify the print parameter. Click on mail title & Text control button under dialog structure. Here we assign title for the mail along with relevant text Ex:-EN (English) Processing routines control button under dialog structure. Here we assign programs form routines & form that are written by ABAPER, they they various transmission mediums. Ex; - Transmission medium shortest program form routine 1 print out RVADOR entry Click on position function control button here we assign relevant partner function to relevant transmission mediums EX: print out: SP (Sold to party)

C) Maintain access sequences: Here we define Access sequence. EX: 0010 & Assign the condition tables to this output. D) Assign out put types to partner function: Here we assign output types along with transmission mediums to relevant partner functions. EX: Out put type Transmission medium MA00 1 2 6 A MAIL 7 E) Maintain output determination procedure: Here we define output determination procedure Ex: V10000 - Order output V05000 - Inquiry output V06000 - quotation output V10001 - Cash sales output Choose output determination procedure EX; V10000, copy it& rename it as MA0000 Assign output type MA00 by going control date section. Save it. F) Assign output determination procedures; Allocate sales document Header. _ Choose sales document type OR & Assign output determination procedure i.e MA0000 & Assign output type MA00. Assign sales document items. -Choose item category TAN & Assign output determination procedure Ex: Ma0000 - save it & exit.

Maintain output records (vv11) Path: Logistic > S&D > Master data > output > sales document > VV11 Create

Specify output MA00, Click on Key combination & specify sales document type (OR), partner function (sp) transmission medium (1) dispatch type (4) language (EN) Click on communication button on application tool bar Specify output device LOCL or LP01 Check print immediately check release after output Save it Go to Va01 raise the sales order Go to extra button output header edit. Specify output type: MA00 partner function Select line, click on communication methods Specify logical destination Check print immediately Check release after output go back save it & exit Go to VA02, Go to Extras output header print preview Check out (order confirmation

Output is a form of media from business to one of its business partners. The output can be sent to any of the partners defined in the document. Outputs are usually in the form of Order Confirmations, Freight List, Delivery Notes, Invoices & Shipping Notifications. Determining form of output is output determination Types of Output: Print Output, Fax, Telex, E-Mail & EDI (Electronic Data Interchange) PRINT OUTPUT: SPRO- IMG- Basic Functions- Output Control- Output Determination- Output Det using Cond Tech- Output Det for Sales Documents & output det for billing documents. Create Condition Table: select the field Sales Doc Type from field catalog & Save Maintain Access Sequence: 4-digits code & description. Assign condition table to access sequence. Select Accesses line item and Go To Fields. Fields will display the fields we have selected in the condition table i.e. sales doc type. Maintain Output Types: AF00: Inquiry AN00: Quotation BA00: Order Confirmation LD00: Delivery Select BA00 & Copy & Rename. Give the same 4-digit code as given to acc seq. You Can Maintain: Languages of Output Partners (to whom we want to send output) Print Program- print specification Sap Script- layout Assign Output Types to Partner Functions: go to new entries & assign your output type to partner functions. Maintain Output Determination Procedure: V10000 (Standard Procedure). Go to new entries & create your own 6-digit code with descp. Select the procedure & go to Control Data. Here mention the output type i.e. cond type & leave requirement and manual only columns as blank. Determination Rule: link the 6-digit procedure code to doc types. Create Condition Records: VV11. Select document type and click on Communication. Mention partner function, medium, time. Output device: LP01, Spool request Name: SD_003, Suffix 2: order_confir & flag on print immediately. Once you press enter you will come across 2 key combinations: Sales organisation/ Customer Number: fill SO, Customer No, Partner Function Abbreviation, Partner to whom the output should be sent, time, medium, language. {It contains: Sales Orgn, Customer, Partner Function (The abbreviated form of the name that identifies the Partner) (During output determination, the system determines the recipient of the output from the master record for the specified partner function. In this field, you can explicitly specify a recipient that will override the standard partner. There must also be a master record for the partner that is specified explicitly.), Medium, Time & Language.} Order Type: Document Type, Partner Function (abbreviation), Partner, Medium, Time & Language.

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Re: Output Types

arun prasad Feb 29, 2012 11:15 AM (in response to D. O.)

HI, 1) RD00-----Credit Memo 2) RD00------Debit Memo 3)PL00--- Packing Slip The picking list & bill of landing doesn't have standard o/p type u have to create new o/p type & assign it to the o/p procedure. Create smart form & program for the corresponding & assign it to the o/p type,take help of ur abaper Smart Forms we use Smart Forms to create and maintain forms for mass printing in SAP systems. Besides using the printer for standard output you can also select the Internet (by using a generated HTML output), a fax, or e-mail as the output medium. In addition to the tool, SAP delivers a selection of forms for central business processes. This includes forms in Customer Relationship Management (CRM) as well as in the applications SD, FI, and HR. Smart Forms offers the following advantages:

Creating and maintaining forms requiring half the time Adapting forms without any programming knowledge due to entirely graphical user interface Integrating input elements into the HTML output, which enables you to use a form in Internet applications as well

Note Smart Forms replace SAPscript forms. SAPscript forms will still be supported in the future; you can use them without making any changes for years to come. You can even use SAPscript texts in the Smart Forms. Migration of SAPscript forms into Smart Forms is supported. regards, Arun prasad

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Re: Output Types

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narendran vajravelu Oct 17, 2007 6:45 AM (in response to D. O.)

HI Dolly Output determination What is output?

Output is communication. When we create a transaction in sales & distribution, and save the transaction we may have to communicate to the concerned business partner about the transaction. Example; Customer--Purchase Order-VA01 (Create sales Order)- save the sales order- send the order confirmation to the customer Here the output is Order confirmation This output is sent to business partner-Customer-Sold to Party Other Examples: Quotation, Invoice, Delivery note, Packing List Output determination happens through Condition Technique. Condition records are very important here. And these records contain answers to following questions. a) b) c) d) e) What is the Output Type? Order confirmation or Invoice etc Who is the recipient? A Sold-to-party or Payer etc. What is the media? Take print out and send, or as email? Or Fax? Or EDI (Electronic data Interchange) When output to be processed? Immediately when the transaction saved or scheduled to happen at particular Time etc In which language the output to be prepared

Customization: IMGSDBasic functionsOutput Control Output Determination Output Determination using Condition technique Maintain Output Determination for Sales Documents Maintain output types SAP provides standard Output types for sales, shipping, transportation and billing Sales: AF00 AN00 BA00 RD03 RD00 RD00 PL00 Inquiry Quotation Order Cash sales invoice CreditMemo DebitMemo Packing Slip

Each of this condition type has Repository data called Routines a) Program---Program that reads data from tables (VBAK / many tables storing data pertaining header etc) b) Form routineProgram used for creating layout c) Form---Layout The Output type has an Access sequence Example: BA00 has access sequence 0010 Access sequence uses sales document type as the field under table 7 SAP provides standard Procedures, Copy the procedure and assign it to the Sales document Type Select maintain output determination procedure Position V10000 (Order Confirmation) Select V10000 and Copy as ZV1000 Kirlosakr Order Confirmation Save

Assign output determination Procedure Allocate Sales Document Header Position ZKOR Sales document Type Procedure ZKOR ZV1000 Save Now maintain Condition Records SAP menuLogisticsSales & DistributionMaster data-Output--sales document Create VV11 Sales Doc=ZKOR Partner function=SP Media=1 Printout Date=4 immediately when saving transaction Lang=EN Now select Communication Tab Printer= A000 virtual Printer Save the Record Create an order and check the Order Confirmation Create VA01 Save VA02- sales documentissue output to Select BA00 and select Print review to see the Output Outputs for shipping processes customization carried out under Logistics Execution IMG MenuLogistics executionShippingBasic shipping Functions-Output Control-Output determination--Maintain output determination for outbound deliveries Std Delivery outputs LD00 Delivery document PL00 Packing List Follow the same procedure, like in sales, Copy the std Procedure and assign to respective documents like Delivery document etc Reward if useful to u