Complete Config-SAP SD

Config Document

Contents 1. Enterprise Structure Config............................................................................................................... 9

1.1 DEFINE SALES ORGANIZATIONS .................................................................................................... 9

1.2 DEFINE DISTRIBUTION CHANNELS .............................................................................................. 10

1.3 DEFINE SALES OFFICES ................................................................................................................ 11

1.4 DEFINE SALES GROUPS ................................................................................................................ 12

1.5 DEFINE PLANTS ........................................................................................................................... 13

1.6 DEFINE DIVISIONS ....................................................................................................................... 14

1.7 DEFINE SHIPPING POINTS ........................................................................................................... 15

1.8 ASSIGN SALES ORGANIZATION TO COMPANY CODE .................................................................. 16

1.9 ASSIGN PLANT TO COMPANY CODE ........................................................................................... 17

1.10 ASSIGN DISTRIBUTION CHANNEL TO SALES ORG ....................................................................... 18

1.11 ASSIGN DIVISION TO SALES ORGANIZATION .............................................................................. 19

1.12 SET UP SALES AREA ..................................................................................................................... 20

1.13 ASSIGN SALES OFFICE TO SALES AREA ........................................................................................ 21

1.14 ASSIGN SALES OFFICE TO SALES GROUPS ................................................................................... 22

1.15 ASSIGN SALES ORG / D CHANNEL TO PLANT .............................................................................. 23

1.16 ASSIGN SHIPPING POINTS TO PLANTS ........................................................................................ 24

1.17 DEFINE SHIPPING CONDITIONS ................................................................................................... 25

1.18 DEFINE LOADING GROUP ............................................................................................................ 25

1.19 DEFINE SHIPPING POINT DETERMINATION ................................................................................ 26

2 Standard Sales Process ....................................................................................................................... 27

2.1 DOCUMENT TYPE ENQUIRY- ZEN .............................................................................................. 27

2.2 DOCUMENT TYPE QUOTATION- ZQN ....................................................................................... 30

2.3 DOCUMENT TYPE SALES ORDER- ZOR ...................................................................................... 34

2.4 DOCUMENT TYPE DELIVERY ...................................................................................................... 39

2.5 DOCUMENT TYPE BILLING- ZF2 ................................................................................................. 43

2.6 NUMBER RANGE FOR ZSO DOCUMENT TYPE ............................................................................. 47

2.7 ITEM CATEGORY SETTING - ZAGN ............................................................................................... 48

2.8 ITEM CATEGORY SETTING - ZAGX ............................................................................................... 49

2.9 ITEM CATEGORY SETTING - ZTAN ............................................................................................... 51

2.10 ITEM CATEGORY ASSIGNMENT ................................................................................................... 52

2.11 COPY CONTROL - ZEN TO ZQN (HEADER).................................................................................... 53

2.12 COPY CONTROL - ZQN TO ZOR (ITEM) ........................................................................................ 53

2.13 COPY CONTROL - ZOR TO ZOR (SALES ORDER) - ITEM ................................................................ 55

2.14 COPY CONTROL - ZOR TO ZLF (DELIVERY) - ITEM ........................................................................ 57

2.15 COPY CONTROL - ZLF TO ZF2 (BILLING) - ITEM ........................................................................... 59

2.16 COPY CONTROL- ZQN TO ZOR (QUOTATION) SCHEDULE LINE CATEGORY .............................. 60

2.17 COPY CONTROL- ZOR TO ZOR (SALES ORDER) SCHEDULE LINE CATEGORY ............................. 61

2.18 SHIPPING POINT DETERMINATION ............................................................................................. 62

3 CASH SALES PROCESS .......................................................................................................................... 65

3.1 SALES DOCUMENT TYPE CASH SALES - ZOBV ........................................................................... 65

3.2 ITEM CATEGORY SETTING - ZBVN ............................................................................................... 66


3.4 DELIVERY DOCUMENT TYPE CASH SALES - ZOBV ..................................................................... 68

3.5 BILLING DOCUMENT TYPE CASH SALES - ZOBV........................................................................ 69

3.6 Maintaining Copying Control for Sales doc. to Billing doc. ................................................ 70

3.7 Maintaining Copying Control for Sales doc. to Delivery doc. ..................................................... 71

3.8 Maintaining Copying Control for Sales doc. to Sales doc ........................................................... 72


3.10 Maintaining Copying Control for Sales doc. to Billing doc. ................................................ 75


4 QUANTITY CONTRACT ......................................................................................................................... 77

4.1 DOCUMENT TYPE QUANTITY CONTRACT - ZCQ ....................................................................... 77

4.2 NUMBER RANGE FOR ZCQ DOCUMENT TYPE ............................................................................. 78

4.3 AUTHORIZED PARTNERS CHECK IN RELEASE ORDERS ................................................................ 79

4.4 INCOMPLETION PROCEDURE ITEM LEVEL .................................................................................. 80

4.5 ASSIGN INCOMPLETION PROCEDURE ITEM CATEGORY - ZKMN ................................................ 81

4.6 ITEM CATEGORY SETTING - ZKMN .............................................................................................. 82


4.8 PARTNER DETERMINATION PROC HEADER ZAB ................................................................... 84

4.9 PARTNER FUNCTION IN PARTNER PROC - ZAB ........................................................................... 85

4.10 PARTNER DETERMINATION PROC ASSIGNMENT ........................................................................ 86

4.11 COPY CONTROL - ZCQ TO ZOR (HEADER) .................................................................................... 87

4.12 COPY CONTROL - ZCQ TO ZOR (ITEM) ......................................................................................... 88

4.13 COPY CONTROL - ZCQ TO ZRE (RETURNS) - HEADER .................................................................. 89

4.14 COPY CONTROL - ZCQ TO ZRE (RETURNS) - ITEM ....................................................................... 91

4.15 RELEASE ORDER SETTING OUTLINE AGREEMENT .................................................................... 92

5 Intercompany Sales Process Customization ....................................................................................... 93

5.1 Sales organization plant assignment........................................................................................... 94

5.2 Customization for Condition Type PI01 ...................................................................................... 95

5.3 Customization for Condition Type PI02 ...................................................................................... 96

5.4 Control Settings for Inter-Company Price Determination .......................................................... 97

5.5 Settings for Billing Document Type IV......................................................................................... 98

5.6 Copy Control for Intercompany Billing IV-ZLF ............................................................................. 99

5.7 Customizing For Internal Credit Memo Document Type IG...................................................... 100

5.8 Copy Control for Internal Credit memo from Return Delivery (IG ZLR) ................................. 101

6 Third party Sales Process .................................................................................................................. 102

6.1 Define Purchase Requisition Type - ZTPO ................................................................................. 102

6.2 Define Purchase Order Type - ZTPO ......................................................................................... 104

6.3 Define Sales Order Type - ZTPO ................................................................................................ 106

6.4 Maintaining Item Category - ZTAS ............................................................................................ 108

6.5 Assign new item category ZTAS to new sales document ZTPO ................................................ 111

6.6 Defining Schedule line category - ZT ......................................................................................... 112

6.7 Assign new schedule line category ZT to the new item category ZTAS : .................................. 114

6.8 Maintain billing document type ZTP2: ...................................................................................... 115

6.9 Maintain copy control new sales document ZTPO to billing document ZTP2: ......................... 117

6.10 Check External Procurement parameters of plant DERD: ........................................................ 121

6.11 Check settings of sales organization SPIL:................................................................................. 123

6.12 Check settings of factory calendar: ........................................................................................... 124

7 CREDIT MANAGEMENT ..................................................................................................................... 127

7.1 ASSIGNING CREDIT CONTROL AREA ......................................................................................... 129

7.2 ASSIGNING CREDIT CONTROL AREA TO SALES AREA ................................................................. 130

7.3 DEFINING CREDIT RISK CATEGORIES .................................................................................................. 131

7.4 DEFINING CREDIT GROUP ............................................................................................................... 132

7.5 ASSIGNING CREDIT GROUP TO SALES DOCUMENT AND DELIVERY DOCUMENT ....................... 133

7.6 DEFINING CREDIT RISK CATEGORIES .................................................................................................. 135

7.7 DEFINING AUTOMATIC CREDIT CONTROL ........................................................................................... 136

7.8 Setting up credit master data ................................................................................................... 138

7.9 RELEASE SD DOCUMENT ................................................................................................................. 140

7.10 RELEASE DELIVERY DOCUMENTS ....................................................................................................... 142

7.11 Important T-codes for Credit reports ....................................................................................... 143



8 Returns Goods Management ............................................................................................................ 146

9 EXPORT SALES MANAGEMENT ......................................................................................................... 163

9.1 ITEM CATEGORY SETTING ......................................................................................................... 168

9.2 ITEM CATEGORY ASSIGNMENT ................................................................................................. 169

9.3 DELIVERY TYPE SETTING ............................................................................................................ 170

9.4 delivery ITEM CATEGORY SETTING ........................................................................................... 171

9.5 billing type SETTING .................................................................................................................. 172

9.6 pricing procedure SETTING ....................................................................................................... 176

9.7 CUSTOMER pricing procedure SETTING .................................................................................... 177

9.8 DOCUMENT pricing procedure SETTING ................................................................................... 178

9.9 ASSIGNMENT OF DOCUMENT pricing procedure ..................................................................... 178

9.10 pricing procedure determination .............................................................................................. 179

9.11 Define Incompletion Procedure for Header -Export ................................................................. 180

9.12 Define Incompletion Procedure for Item -Export ..................................................................... 181

9.13 Foreign Trade Data in SD Documents ....................................................................................... 182

9.14 Length of Commodity Code ...................................................................................................... 183

9.15 Define Commodity Code ........................................................................................................... 184

9.16 Define Material Groups............................................................................................................. 184

9.17 Define Business Transaction Type ............................................................................................ 185

9.18 Define Default Business Transaction For SD ............................................................................. 185

9.19 Define Trade Procedure ............................................................................................................ 186

9.20 Define Default Trade Procedure for SD .................................................................................... 186

9.21 Define combination for Business Transaction Type- Trade Procedure .................................... 187

9.22 Define Custom Office ................................................................................................................ 188

9.23 Define Foreign Trade Mode Of Transport ................................................................................. 188

9.24 Define Combination Mode of Transport-Custom Office .......................................................... 189

9.25 Define Default Value For Foreign Data Header ........................................................................ 189

10 CONFIGURE REBATE CONDITION TYPE ........................................................................................ 190

10.1 NUMBER RANGE ....................................................................................................................... 192

10.2 CONFIGURE REBATE AGREEMENT TYPE ................................................................................... 193

10.3 REBATE CONDTION TYPE IN PRICING PROCEDURE ................................................................... 194

10.4 MAINTAIN CONDITION RECORDS ............................................................................................. 195

10.5 PAYMENTS & SETTLEMENT ....................................................................................................... 196

10.6 RESTROSPECTIVE REBATES ....................................................................................................... 197

10.7 RETURNS ................................................................................................................................... 198

10.8 EXTENDED REBATE .................................................................................................................... 199

11 Make to Order Process Config ...................................................................................................... 200

DOCUMENT TYPE MAKE TO ORDER - XOR ............................................................................................. 200

11.1 NUMBER RANGE FOR XOR DOCUMENT TYPE .......................................................................... 201

11.2 DELIVERY DOCUMENT TYPE MAKE TO ORDER-YF ................................................................. 202

11.2.1 Assign new delivery type (YF) to sales document header in sale Sales document type XOR

(in shipping details) ........................................................................................................................... 203

11.3 BILLING DOCUMENT TYPE-MAKE TO ORDER-YF2 ..................................................................... 204

11.3.1 CREATING BILLING PLAN FOR MILE STONE BILLING IN MTO ............................................ 205

11.3.2 ASSIGN BILLING PLAN WITH SALES DOCUMENT TYPE ...................................................... 206

11.4 ITEM CATEGORY SETTING ZTAC ............................................................................................. 207

11.4.1 ITEM CATEGORY ASSIGNMENT ......................................................................................... 208

11.5 PARTNER DETERMINATION PROC HEADER ZMT ................................................................. 209

11.5.1 PARTNER FUNCTION ZP .................................................................................................. 210

11.5.2 ACCOUNT GROUP-FUNCTION ASSIGNMENT .................................................................... 211

11.6 SCHEDULE LINE DETERMINATION-ZP ....................................................................................... 212

11.6.1 ASSIGN SCHEDULE-ZP WITH ITEM CATEGORY ZTAC ......................................................... 213

11.7 COPY CONTROL(FOR SALES DOC) - ZOR TO XOR (HEADER) ...................................................... 214

11.7.1 COPY CONTROL(FOR SALES DOC) - XOR TO ZOR (ITEM) ................................................... 215

11.8 COPY CONTROL(FOR DELIVERY DOC) - XOR TO YF (HEADER) ................................................... 217

11.8.1 COPY CONTROL(FOR DELIVERY DOC) - XOR TO YF (ITEM) ................................................ 218

11.9 COPY CONTROL(FOR BILLING DOC) - XOR TO YF2 (HEADER) .................................................... 219

11.9.1 COPY CONTROL(FOR BILLING DOC)-YF TO YF2 (ITEM) ...................................................... 220

11.10 MAINTAIN PRICING PROCEDURE .......................................................................................... 222

11.11 DEFINE CUSTOMER PRICING PROCEDURE ............................................................................ 224

11.11.1 DEFINE DOCUMENT PRICING PROCEDURE ................................................................... 225

11.11.2 DEFINE PRICING PROCEDURE DETERMINATION ........................................................... 226

11.12 DEFINE CONDITION EXCLUSION GROUP ............................................................................... 227

11.12.1 DEFINE CONDITION EXCLUSION GROUPS ..................................................................... 228

11.12.2 ASSIGN CONDITION TYPES TO CONDITION EXCLUSIN GROUP ..................................... 229

11.12.3 MAINTAIN CONDITION EXCLUSION FOR PRICING PROCEDURE ................................... 230

11.13 SIMPLE CREDIT CHECK .......................................................................................................... 231

1. Enterprise Structure Config

1.1 DEFINE SALES ORGANIZATIONS

PRECONDITIONS: A SLAES ORGANIZATION IS AN ORG UNIT RESPONSIBLE FOR SELLING AND DISTRIBUTION OF PRODUCTS AND NEGOTIATING TERMS OF SALE WITH CUSTOMER.

PATH: (TRANSACTION CODE OVX5 )

IMG ENTERPRISE STRUCTURE DEFINITION SALES & DISTRIBUTION DEFINE, COPY, DELETE, CHECK SALES ORGANIZATION

PROCEDURE: DEFINE 2 SALES ORGANIZATIONS REPRESENTING POWER INDIA LTD AND POWER ELECTRONICS LTD.

PARAMETERS

1.2 DEFINE DISTRIBUTION CHANNELS

PRECONDITIONS: A DISTRIBUTION CHANNEL IS AN ORGANIZATIONAL UNIT RESPONSIBLE FOR DISTRIBUTING GOODS AND SERVICES TO CUSTOMER.

PATH: (TRANSACTION CODE OVXI)

IMG ENTERPRISE STRUCTURE DEFINITION SALES & DISTRIBUTION DEFINE, COPY, DELETE, CHECK DISTRIBUTION CHANNEL

PROCEDURE: DEFINE 4 DISTRIBUTION CHANNELS FOR PIL AND 1 FOR PEL AS MENTIONED IN BELOW SCREEN SHOT.

PARAMETERS

1.3 DEFINE SALES OFFICES

PRECONDITIONS: A SALES OFFICE IS AN ORGANIZATIONAL UNIT RESPONSIBLE FOR SALES WITHIN A SPECIFIC GEOGRAPHICAL AREA

PATH: (TRANSACTION CODE OVX1)

IMG ENTERPRISE STRUCTURE DEFINITION SALES & DISTRIBUTION MAINTAIN SALES OFFICE

PROCEDURE: MAINTAIN 5 SALES OFFICES FOR PIL AND 1 FOR PEL AS MENTIONED IN THE BELOW SCREEN SHOT.

PARAMETERS

1.4 DEFINE SALES GROUPS

PRECONDITIONS: A SALES GROUP IS A GROUP OF SALES PERSONS RESPONSIBLE FOR SALES ITEMS IN A SALES ORDER

PATH: (TRANSACTION CODE OVX4)

IMG ENTERPRISE STRUCTURE DEFINITION SALES & DISTRIBUTION MAINTAIN SALES GROUP

PROCEDURE: DEFINE 50 SALES GROUP AS PER FOLLOWING BREAKUP DELHI 12, KOLKATA-12, MUMBAI-13, CHENNAI-13

PARAMETERS

1.5 DEFINE PLANTS

PRECONDITIONS: A PLANT IS AN OPERATING AREA OR BRANCH WITHIN A COMPANY CODE

PATH: (TRANSACTION CODE OX10)

IMG ENTERPRISE STRUCTURE DEFINITION LOGISTICS GENERAL DEFINE, COPY, DELETE, CHECK

PLANT

PROCEDURE: DEFINE 50 PLANTS AS PER FOLLOWING BREAKUP DELHI 12, KOLKATA-12, MUMBAI-13, CHENNAI-13. ALSO DEFINE 4 RDCS AS PLANTS. TOTAL PLANTS FOR PIL = 54 FROM SALES & DISTRIBUTION PERSPECTIVE.

DEFINE ONE PLANT (BANGALORE) FOR PEL AS WELL FROM SALES POINT OF VIEW.

PARAMETERS

1.6 DEFINE DIVISIONS

PRECONDITIONS: A DIVISION IS A WAY TO GROUP PRODUCTS AND SERVICES

PATH: (TRANSACTION CODE OVXB)

IMG ENTERPRISE STRUCTURE DEFINITION LOGISTICS GENERAL DEFINE, COPY, DELETE, CHECK DIVISION

PROCEDURE: DEFINE 4 DIVISIONS FOR PIL AND 2 FOR PEL AS PER BELOW GIVEN SCREEN SHOT

PARAMETERS

1.7 DEFINE SHIPPING POINTS

PRECONDITIONS: A SHIPPING POINT IS AN ORGANIZATIONAL UNIT WITHIN WHICH PROCESSING AND MONITORING OF DELIVERIES AS WELL AS GOODS ISSUE IS CARRIED OUT

PATH: (TRANSACTION CODE OVXD)

IMG ENTERPRISE STRUCTURE DEFINITION LOGISTICS EXECUTION DEFINE, COPY, DELETE, CHECK SHIPPING POINT

PROCEDURE: DEFINE 50 SHIPPING POINTS AS PER FOLLOWING BREAKUP DELHI 12, KOLKATA-12, MUMBAI-13, CHENNAI-13. ALSO DEFINE 4 SHIPPING POINTS FOR RDCS. TOTAL SHIPPING POINTS FOR = 54 FROM SALES & DISTRIBUTION PERSPECTIVE.

DEFINE ONE SHIPPING POINT (BANGALORE) FOR PEL AS WELL FROM SALES POINT OF VIEW.

PARAMETERS

1.8 ASSIGN SALES ORGANIZATION TO COMPANY CODE


IMGENTERPRISE STRUCTUREASSIGNMENTSALES & DISTRIBUTION ASSIGN SALES ORGANIZATION TO COMPANY CODE

PROCEDURE: ASSIGN SPIL TO PIO1 (POWER INDIA LTD) COMPANY CODE AND SPEL TO PE00 (POWER ELECTRONICS LTD) COMPANY CODE

PARAMETERS

1.9 ASSIGN PLANT TO COMPANY CODE

PATH: (TRANSACTION CODE OX18 )

IMGENTERPRISE STRUCTUREASSIGNMENTLOGISTICS GENERAL ASSIGN PLANT TO COMPANY CODE

PROCEDURE: ASSIGN ALL 54 PLANTS OF PIL TO PI01 AND ONE PLANT OF PEL TO PE00

1.10 ASSIGN DISTRIBUTION CHANNEL TO SALES ORG

PATH: (TRANSACTION CODE OVXK )

IMG ENTERPRISE STRUCTUREASSIGNMENT SALES & DISTRIBUTION ASSIGN DISTRIBUTION CHANNEL TO SALES ORGANIZATION

PROCEDURE: ASSIGN 4 DISTRIBUTION CHANNEL OF PIL TO SPIL AND 1 DISTRIBUTION CHANNEL OF PEL TO SPEL.

1.11 ASSIGN DIVISION TO SALES ORGANIZATION

PATH: (TRANSACTION CODE OVXA )

IMG ENTERPRISE STRUCTUREASSIGNMENT SALES & DISTRIBUTION ASSIGN DIVISION TO SALES ORGANIZATION

PROCEDURE: MAINTAIN THE ASSIGNMENT AS PER BELOW SCREEN SHOT FOR PEL AND PIL DIVISIONS.

NOTE: UPS-PEL IS ASSIGNED TO SPIL FOR INTERCOMPANY SALES PROCESS

1.12 SET UP SALES AREA

PATH: (TRANSACTION CODE OVXG )

IMG ENTERPRISE STRUCTUREASSIGNMENT SALES & DISTRIBUTION SET UP SALES AREA

PROCEDURE: MSET UP DIFFERENT SALES AREAS FOR PIL AND PEL BY MAINTAINING THE FOLLOWING ASSIGNMENTS SALES ORG + DISTRIBUTION CHANNEL + DIVISION

1.13 ASSIGN SALES OFFICE TO SALES AREA

PATH: (TRANSACTION CODE OVXM )

IMG ENTERPRISE STRUCTUREASSIGNMENT SALES & DISTRIBUTION ASSIGN SALES OFFICE TO SALES AREA

PROCEDURE: ASSIGN 4 SALES OFFICES OF PIL TO EACH SALES AREA DEFINED FOR PIL AND 1 SALES OFFICE OF PEL TO SALES AREAS DEFINED FOR PEL.

1.14 ASSIGN SALES OFFICE TO SALES GROUPS

PATH: (TRANSACTION CODE OVXJ )

IMG ENTERPRISE STRUCTUREASSIGNMENT SALES & DISTRIBUTION ASSIGN SALES GROUP TO SALES OFFICE

PROCEDURE: MAINTAIN THE ASSIGNMENT AS PER BELOW SCREEN SHOT.

E.G- 12 SALES GROUP OF DELHI REGION ARE ASSIGNED TO DERD SALES OFFICE. SIMILARLY, MAINTAIN THE ASSIGNMENT FOR CHENNAI, KOLKATA,MUMBAI REGION AND BANGALORE REGION.

1.15 ASSIGN SALES ORG / D CHANNEL TO PLANT


IMG ENTERPRISE STRUCTUREASSIGNMENT SALES & DISTRIBUTION ASSIGN SALES ORGANIZATION / DISTRIBUTION CHANNEL TO PLANT

PROCEDURE: MAINTAIN THE ASSIGNMANT AS PER BELOW SCREEN SHOT. THE SAME IS DONE TO MAKE A DELIVERING PLANT BY ASSIGNING IT TO A COMBINATION OF SALES ORGANIZATION AND DISTRIBUTION CHANNEL.

1.16 ASSIGN SHIPPING POINTS TO PLANTS

PATH: (TRANSACTION CODE OVXC )

IMG ENTERPRISE STRUCTUREASSIGNMENT LOGISTICS EXECUTION ASSIGN SHIPPING POINT TO PLANT

PROCEDURE: EVERY PLANT MUST HAVE A SHIPPING POINT FOR PROCESSING OF DELIVERIES AND GOODS MOVEMENT. MAINTAIN THE ASSIGNMENT AS PER BELOW SCREEN SHOT.

1.17 DEFINE SHIPPING CONDITIONS

PATH: (TRANSACTION CODE OVSF )

IMG LOGISTICS EXECUTION SHIPPING BASIC SHIPPING FUNCTIONS SHIPPING POINT AND GOODS RECEIVING POINTS DETERMINATION DEFINE SHIPPING CONDITIONS

PROCEDURE:

1.18 DEFINE LOADING GROUP

PATH: (TRANSACTION CODE OVSX )

IMG LOGISTICS EXECUTION SHIPPING BASIC SHIPPING FUNCTIONS SHIPPING POINT AND GOODS RECEIVING POINTS DETERMINATION DEFINE LOADING GROUPS

PROCEDURE:

1.19 DEFINE SHIPPING POINT DETERMINATION

PATH: (TRANSACTION CODE OVL2 )

IMG LOGISTICS EXECUTION SHIPPING BASIC SHIPPING FUNCTIONS SHIPPING POINT AND GOODS RECEIVING POINTS DETERMINATION ASSIGN SHIPPING POINTS

PROCEDURE: SHIPPING POINT IS DETERMINED FROM THE FOLLOWING PROCEDURE SHIPPING CONDITION FROM CUSTOMER MASTER + LOADING GROUP FROM MATERIAL MASTER + PLANTSHIPPING POIINT.

E.G IF SHIPPING CONDITION IS 01(STANDARD), LOADING GROUP IS 0001(CRANE), AND PLANT IS DERD,

THEN THE SYSTEM SHOULD PROPOSE SHIPPING POINT DERD.

2 Standard Sales Process

2.1 DOCUMENT TYPE ENQUIRY- ZEN

PRECONDITIONS: WHEN A CLIENT ASKS OR REQUESTS INFORMATION (CAN BE THROUGH A PHONE CALL, AN EMAIL) ABOUT THE PRODUCTS OR SERVICES HE NEEDS, THE SALES PERSONNEL CAN INPUT THAT REQUEST INTO SAP SD MODULE BY CREATING AN INQUIRY DOCUMENT.

PATH: (TRANSACTION CODE VOV8 )

IMG ENTERPRISE STRUCTURE SALES & DISTRIBUTION SALES SALES DOCUMENT SALES DOCUMENT HEADER DEFINE SALES DOCUMENT TYPE

PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS ENQUIRY AS PER BELOW SCREEN SHOT.

PARAMETERS:

2.2 DOCUMENT TYPE QUOTATION- ZQN

PRECONDITIONS: IT IS A DOCUMENT THAT CONTAINS INFORMATION ABOUT THE OFFERING TO THE CUSTOMER, SUCH AS:WHAT AND HOW MANY PRODUCTS OR SERVICES THAT BEEN OFFERED TO THE CUSTOMER, HOW MUCH THE PRICE OF THE PRODUCTS OR SERVICES OF THE OFFERING, ETC. A QUOTATION CAN BE CREATED BY REFERRING TO THE INQUIRY DOCUMENT (IF ANY) OR NOT, DEPENDS ON THE BUSINESS SCENARIO DEFINED.



PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS QUOTATION AS PER BELOW SCREEN SHOT.

PARAMETERS:

2.3 DOCUMENT TYPE SALES ORDER- ZOR

PRECONDITIONS: IT IS A CONTRACTUAL AGREEMENT BETWEEN A SALES ORGANISATION AND A CUSTOMER FOR THE SUPPLY OF SERVICES OR PRODUCTS OVER A SPECIFIC PERIOD OF TIME AND IN CERTAIN

QUANTITIES. A SALES ORDER COPIES ALL RELEVANT INFORMATION AND MASTER DATA FROM THE CUSTOMER MASTER RECORD AND THE MATERIAL MASTER RECORD FOR A SPECIFIC SALES AREA.



PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS SALES PROCESS AS PER BELOW SCREEN SHOT.

PARAMETERS:

2.4 DOCUMENT TYPE DELIVERY

PRECONDITIONS: ONCE THE PRODUCTS ARE AVAILABLE AT WAREHOUSE, THE SALES PERSONNEL CAN START SHIPPING ACTIVITIES BY CREATING AN OUTBOUND DELIVERY DOCUMENT (DELIVERY ORDER/DO). A DO CAN BE CREATED BY REFERRING TO AN SALES ORDER

PATH: (TRANSACTION CODE OVLK )

IMG LOGISTICS EXECUTIONSHIPPING DELIVERIES DEFINE DELIVERY TYPES

PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS DELIVERY AS PER BELOW SCREEN SHOT.

PARAMETERS:

2.5 DOCUMENT TYPE BILLING- ZF2

PRECONDITIONS: THE FINANCE DEPARTMENT WILL GENERATE A BILLING DOCUMENT AND SEND AN INVOICE FORM TO THE CUSTOMER. THE INVOICE WILL REQUEST THE CUSTOMER TO PAY THE PRODUCTS WE HAVE

SENT AT THE PRICE CONDITION AND TERMS OF PAYMENT WE HAVE AGREED IN SO DOCUMENT.

PATH: (TRANSACTION CODE : VOFA)


PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS BILLING AS PER BELOW SCREEN SHOT.

PARAMETERS:

2.6 NUMBER RANGE FOR ZSO DOCUMENT TYPE

PATH: (TRANSACTION CODE VN01 )

IMG ENTERPRISE STRUCTURE SALES & DISTRIBUTION SALES SALES DOCUMENT SALES DOCUMENT HEADER DEFINE NUMBER RANGE FOR SALES DOCUMENTS

PROCEDURE: DEFINE NUMBER RANGES INTERNAL AND EXTERNAL FOR SALES ORDER AS PER CLIENT REQUIREMENT.

PARAMETERS:

2.7 ITEM CATEGORY SETTING - ZAGN


IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM DEFINE ITEM CATEGORIES

PROCEDURE: SPECIFY CONTROLS FOR ITEM CATEGORY TO RECORD AND PROCESS CONTRACTS AS PER BELOW SCREEN SHOT.

PARAMETERS

2.8 ITEM CATEGORY SETTING - ZAGX




PARAMETERS

2.9 ITEM CATEGORY SETTING - ZTAN




PARAMETERS

2.10 ITEM CATEGORY ASSIGNMENT


IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM ASSIGN ITEM CATEGORIES

PROCEDURE: ASSIGN SALES DOC TYPE Z0R AND ITEM CAT GROUP ZORM TO ITEM CATEGORY ZTAN.

PARAMETERS

2.11 COPY CONTROL - ZEN TO ZQN (HEADER)

PATH: (TRANSACTION CODE VTAA )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM INQUIRY TO QUOTATION DOCUMENT

PROCEDURE: MAINTAIN COPY CONTROL FROM ZEN INQUIRY TO ZQT QUOTATION, AT HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

PARAMETERS

2.12 COPY CONTROL - ZQN TO ZOR (ITEM)


IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM QUOTATION TO SALES ORDER

PROCEDURE: MAINTAIN COPY CONTROL FROM ZQN QUOTATION TO ZOR STANDARD ORDER, AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

2.13 COPY CONTROL - ZOR TO ZOR (SALES ORDER) - ITEM


IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO SALES DOCUMENTS.

PROCEDURE: MAINTAIN COPY CONTROL FROM ZOR SALES ORDER TO ZOR SALES ORDER AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

2.14 COPY CONTROL - ZOR TO ZLF (DELIVERY) - ITEM

PATH: (TRANSACTION CODE VTLA )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO DELIVERY

PROCEDURE: MAINTAIN COPY CONTROL FROM ZOR SALES ORDER TO ZLF DELIVERY AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

2.15 COPY CONTROL - ZLF TO ZF2 (BILLING) - ITEM

PATH: (TRANSACTION CODE VTFL )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM DELIVERY DOCUMENTS TO BILLING DOCUMENT

PROCEDURE: MAINTAIN COPY CONTROL FROM ZLF DELIVERY TO ZF2 BILLING AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

2.16 COPY CONTROL- ZQN TO ZOR (QUOTATION) SCHEDULE LINE CATEGORY


IMGSALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM SALE DOCUMENT TO SALE DOCUMENT

PROCEDURE: MAINTAIN COPY CONTROL FROM ZQN DELIVERY TO ZOR BILLING AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

2.17 COPY CONTROL- ZOR TO ZOR (SALES ORDER) SCHEDULE LINE CATEGORY


IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM SALES ORDER TO SALES ORDER

PROCEDURE: MAINTAIN COPY CONTROL FROM ZOR SALES ORDER TO ZOR FROM SALES ORDER TO DELIVERY AS PER THE BELOW SCREEN SHOT.

2.18 SHIPPING POINT DETERMINATION

PATH: (TRANSACTION CODE OVL2 )

IMG LOGISTICS EXECUTION SHIPPING BASIC SHIPPING FUNCTIONS SHIPPING POINT & GOODS RECEIVING POINT DETERMINATION ASSIGN SHIPPING POINT

PROCEDURE: MAINTAIN SHIPPING CONDITIONS IN SALES AREA DATA IN CUSTOMER MASTER DATA, LOADING GROUP IN MATERIAL MASTER DATA, PLANT AND SHIPPING POINT AS PER THE BELOW SCREEN SHOT.

3 CASH SALES PROCESS

3.1 SALES DOCUMENT TYPE CASH SALES - ZOBV Use: The sales document types represent the different business transactions in Sales and perform a central controlling function for the entire sales order process. Procedure

Access the activity using one of the following navigation options:

IMG Sales and Distribution Sales Sales Documents Sales Document Header Define

Sales Document Types

Transaction Code: VOV8

PARAMETERS

3.2 ITEM CATEGORY SETTING - ZBVN



PROCEDURE: SPECIFY CONTROLS FOR ITEM CATEGORY TO RECORD AND PROCESS CASH SALES AS PER BELOW SCREEN SHOT

PARAMETERS

3.3 ITEM CATEGORY ASSIGNMENT Use This assignment specify which item categories the system proposes during document processing for each sales document type and item category group.

PATH:


PROCEDURE: ASSIGN SALES DOC TYPE ZOBV AND ITEM CAT GROUP NORM TO ITEM CATEGORY ZBVN.

PARAMETERS

3.4 DELIVERY DOCUMENT TYPE CASH SALES - ZOBV

Use: The purpose of this activity is to define delivery types, which represent the different business transactions in shipping.

Procedure


IMG Logistics Execution Shipping Deliveries Define Delivery Types

Transaction Code: OVLK

PARAMETERS

3.5 BILLING DOCUMENT TYPE CASH SALES - ZOBV Use: Billing Types represent the different business transactions in billing.

Procedure


IMG Sales and Distribution Billing Billing Documents Define Billing Types

Transaction Code: VOFA

PARAMETERS

3.6 Maintaining Copying Control for Sales doc. to Billing doc. ZOBV (Cash Sales) To ZOBV (Billing Doc.)

Use : You can specify for a particular billing type which document type is to be assigned to copied Reference documents and which item categories are to be copied

Path: (Transaction code VTFA )

IMG Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing

Documents

3.7 Maintaining Copying Control for Sales doc. to Delivery doc. ZOBV (Cash Sales) To ZOBV (Delv. Doc.)

Use: You can specify for a particular billing type which document type is to be assigned to copied Reference

documents and which item categories are to be copied

Path: (Transaction code VTLA)

IMG Logistics Execution Shipping copy control Specify copy control for Deliveries

3.8 Maintaining Copying Control for Sales doc. to Sales doc ZOBV (sales doc ) To ZRE (Return)

Use : You can specify for a particular sales document type, which document type is to be assigned to copied reference documents, and which item categories or schedule line categories are to be copied.

Path: (Transaction code VTAA )

IMG Sales and Distribution Sales Maintain Copy Control for Sales Documents Copying

Control: Sales Document to Sales Document

3.9 Maintaining Copying Control for Sales doc. to Sales doc ZOBV(sales doc ) To ZCR (Credit Memo Req)

Use : You can specify for a particular sales document type, which document type is to be

assigned to copied reference documents, and which item categories or schedule line categories

are to be copied.




3.10 Maintaining Copying Control for Sales doc. to Billing doc.

ZCR (Credit Memo Req) To ZG2

Use : You can specify for a particular billing type which document type is to be assigned to copied Reference documents and which item categories are to be copied

Path: (Transaction code VTFA )

IMG Sales and Distribution Billing Billing Documents Maintain Copying Control For

Billing Documents

3.11 Maintaining Copying Control for Sales doc. to Sales doc

ZRE (Return ) To ZSDF (Sub Delv free of charge)

Use : You can specify for a particular sales document type, which document type is to be

assigned to copied reference documents, and which item categories or schedule line categories

are to be copied.




4 QUANTITY CONTRACT

4.1 DOCUMENT TYPE QUANTITY CONTRACT - ZCQ

PRECONDITIONS: AN AGREEMENT THAT A CUSTOMER WILL ORDER A SPECIFIC QUANTITY OF RELEASABLE PRODUCTS DURING A SPECIFIC PERIOD.



PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS CONTRACTS AS PER BELOW SCREEN SHOT.

PARAMETERS

4.2 NUMBER RANGE FOR ZCQ DOCUMENT TYPE

PATH: (TRANSACTION CODE VN01 )

IMG ENTERPRISE STRUCTURE SALES & DISTRIBUTION SALES SALES DOCUMENT SALES DOCUMENT HEADER DEFINE NUMBER RANGE FOR SALES DOCUMENTS

PROCEDURE: DEFINE NUMBER RANGES INTERNAL AND EXTERNAL FOR QUANTITY CONTRACT AS PER CLIENT REQUIREMENT.

PARAMETERS

4.3 AUTHORIZED PARTNERS CHECK IN RELEASE ORDERS

PATH: (TRANSACTION CODE VOV8)

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT HEADER DEFINE SALES DOCUMENT TYPE

PROCEDURE: THIS CHECK DETERMINES WHETHER A PARTNER IS AUTHORIZED TO RELEASE FROM A CONTRACT OR NOT. SET THE STATUS TO A.

PARAMETERS

4.4 INCOMPLETION PROCEDURE ITEM LEVEL

PATH: (TRANSACTION CODE OVA2 )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONBASIC FUNCTIONSLOG OF INCOMPLETE ITEMSDEFINE INCOMPLETION PROCEDURE

PROCEDURE: DEFINE INCOMPLETION PROCEDURE AT ITEM LEVEL AS PER BELOW SCREEN SHOT.

PARAMETERS

4.5 ASSIGN INCOMPLETION PROCEDURE ITEM CATEGORY - ZKMN

PATH: (TRANSACTION CODE VUP2 )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONBASIC FUNCTIONSLOG OF INCOMPLETE ITEMSASSIGN INCOMPLETION PROCEDUREASSIGN PROCEDURE TO ITEM CATEGORIES

PROCEDURE: ASSIGN INCOMPLETION PROCEDURE YY TO ITEM CATEGORY ZKMN

PARAMETERS

4.6 ITEM CATEGORY SETTING - ZKMN



PROCEDURE: SPECIFY CONTROLS FOR ITEM CATEGORY TO RECORD AND PROCESS CONTRACTS AS PER BELOW SCREEN SHOT. MAINTAIN COMPLETION RULE AS C (ITEM IS COMPLETED AFTER THE TARGET QUANTITY IS FULLY REF)

PARAMETERS

4.7 ITEM CATEGORY ASSIGNMENT



PROCEDURE: ASSIGN SALES DOC TYPE ZCQ AND ITEM CAT GROUP NORM TO ITEM CATEGORY ZKMN.

PARAMETERS

4.8 PARTNER DETERMINATION PROC HEADER ZAB

PATH: (TRANSACTION CODE VOPA )

IMGSALES & DISTRIBUTIONBASIC FUNTIONSPARTNER DETERMINATIONSET UP PARTNER

DETERMINATIONSET UP PARTNER DETERMINATION FOR SALES DOC HEADER

PROCEDURE: CREATE A PARTNER DETERMINATION PROCEDURE ZAB

PARAMETERS

4.9 PARTNER FUNCTION IN PARTNER PROC - ZAB


IMGSALES & DISTRIBUTIONBASIC FUNTIONSPARTNER DETERMINATIONSET UP PARTNER DETERMINATIONSET UP PARTNER DETERMINATION FOR SALES DOC HEADER

PROCEDURE: ASSIGN PARTNER FUNCTIONS TO THE PROCEDURE AS PER BELOW SCREEN SHOT.

PARAMETERS

4.10 PARTNER DETERMINATION PROC ASSIGNMENT


IMGSALES & DISTRIBUTIONBASIC FUNTIONSPARTNER DETERMINATIONSET UP PARTNER DETERMINATIONSET UP PARTNER DETERMINATION FOR SALES DOC HEADER

PROCEDURE: ASSIGN PARTNER DETERMINATION PROCEDURE ZAB TO QUANTITY CONTRACT DOCUMENT TYPE ZCQ

PARAMETERS

4.11 COPY CONTROL - ZCQ TO ZOR (HEADER)


IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO SALES DOCUMENT

PROCEDURE: MAINTAIN COPY CONTROL FROM ZCQ QUANTITY CONTRACTS TO ZOR STANDARD RELEASE ORDER , AT HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

PARAMETERS

4.12 COPY CONTROL - ZCQ TO ZOR (ITEM)



PROCEDURE: MAINTAIN COPY CONTROL FROM ZCQ QUANTITY CONTRACT TO ZOR STANDARD RELEASE ORDER, AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

4.13 COPY CONTROL - ZCQ TO ZRE (RETURNS) - HEADER



PROCEDURE: MAINTAIN COPY CONTROL FROM ZCQ QTY CONTRACT TO ZRE RETURNS AT HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

4.14 COPY CONTROL - ZCQ TO ZRE (RETURNS) - ITEM



PROCEDURE: MAINTAIN COPY CONTROL FROM ZCQ QTY CONTRACT TO ZRE RETURNS AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

4.15 RELEASE ORDER SETTING OUTLINE AGREEMENT



PROCEDURE: SPECIFY OUTLINE AGREEMENT MESSAGE A. THIS WILL LET THE SALES EMPLOYEE KNOW THAT OPEN CONTRACTS ARE THERE AND HE/SHE CAN REFER TO IT AND CREATE A RELEASE ORDER OR SHOULD IGNORE AND CREATE A STANDARD ORDER.

5 Intercompany Sales Process Customization

PRECONDITIONS:

You Assign An Internal Customer Number For Intercompany Billing To Your Sales Organization (SPIL). In Intercompany Billing, The Intercompany Billing Document Is Created For This Customer Number Which Represents Your Sales Organization. The Intercompany Billing Document Is Assigned Via The Internal Customer Number Of Your Sales Organization.

PATH: (TRANSACTION CODE OVVA )

IMG SALES AND DISTRIBUTION BILLING INTERCOMPANY BILLING DEFINE INTERNAL CUSTOMER NUMBER BY SALES ORGANIZATION

PROCEDURE:

Now, Assign the Purchasing Customer Created in slide 2 to the Purchasing Organization SPIL -> 46

PARAMETERS

5.1 Sales organization plant assignment

PRECONDITIONS:

You Assign the PEL plant BAPL to SPIL for Intercompany Sales.


IMG Enterprise structure Assignment SALES AND DISTRIBUTION Assign Sales Organization , distribution channel and plant

PROCEDURE: Now, Assign the BAPL plant to SIP distribution channels

PARAMETERS

5.2 Customization for Condition Type PI01

PATH: (TRANSACTION CODE VOK0 )

IMG Sales and Distribution Basic Function Pricing Pricing Control Define Condition Type Maintain Condition Type

PROCEDURE:

CONDITION CLASS B (PRICES)

CALCULATION TYPE C ( QUANTITY) PLUS/MINUS - A (POSITIVE)

MANUAL ENTRIES - C (MANUAL ENTRY HAS PRIORITY)

PI01 IS A ITEM CONDITION AND CAN BE CHANGED

SCALE BASIS C (QUANTITY SCALE)

SCALES TYPE MAINTAINED , CHECK VALUE A (DESCENDING) CHECK QTY CONVERSION & INT-COM/BILLCOND

PARAMETERS

5.3 Customization for Condition Type PI02

PATH: (TRANSACTION CODE VOK0 )

IMG SALES AND DISTRIBUTION BASIC FUNCTION PRICING PRICING CONTROL DEFINE CONDITION TYPE MAINTAIN CONDITION TYPE

PROCEDURE:

CONDITION CLASS B (PRICES)

CALCULATION TYPE A (PERCENTAGE)

PLUS/MINUS - A (POSITIVE)

MANUAL ENTRIES - C (MANUAL ENTRY HAS PRIORITY)

PI01 IS A ITEM CONDITION AND CAN BE CHANGED

Check Int-com/BillCond

PARAMETERS

5.4 Control Settings for Inter-Company Price Determination

PATH: (TRANSACTION CODE DFP4 )

IMG Sales and Distribution Basic Function Pricing Pricing Control Define and Assign Pricing Control Maintain Pricing Procedures

PROCEDURE:

PI01 and PI02 are statistical condition types.

Routine 22 (Intercompany) is assigned to these condition types.

Account Key ERL (Revenue)

PARAMETERS

5.5 Settings for Billing Document Type IV

PATH: (TRANSACTION CODE VOFA )

IMG Sales and Distribution Billing Billing Documents Define Billing Types Define Billing type

PROCEDURE:

NO. RANGE INT. ASSGT. 19 (0090000000 TO 0094999999)

SD DOCUMENT CATEGORY 5 (INTERCOMPANY INVOICE) TRANSACTION GROUP 7 (BILLING DOCUMENTS)

CHECK STATISTICS BECAUSE IT IS USED FOR STATISTICAL ANALYSIS

NO NEGATIVE POSTING IS REQUIRED IN THIS DOCUMENT TYPE

CUSTOMER=PAYER / BRANCH=SOLD TO PARTY CREDIT MEMO WITH VALUE DATE NO INVOICE LIST TYPE LR (INVOICE LIST)

CANCEL L.BILLING TYPE IVS (CANCEL IB) ACCTDETRMPROC KOFI00

DOC. PRIC. PROCEDURE I (INTERCOMPANY BILLING) OUTPUT DETERM. PROC V40000 (INTERCOMPANY BILLING)

OUTPUT TYPE RD04 (INVOICE RECEIPT MM)

PARAMETERS

5.6 Copy Control for Intercompany Billing IV-ZLF


IMG Sales and Distribution Billing Billing Documents Maintain Copy Control for Billing Document Copying control: Delivery document to billing document

PROCEDURE:

FROM DELIEVRY TYPE = ZLF TO TARGET BILL. TYPE = IV

Copying Requirement Ptrocedure = 014

PARAMETERS

5.7 Customizing For Internal Credit Memo Document Type IG


IMG Sales and Distribution Billing Billing Documents Define Billing Types Define Billing type

PROCEDURE:

NO. RANGE INT. ASSGT. 19 (0090000000 TO 0094999999)

SD DOCUMENT CATEGORY 6 (INTERCOMPANY CREDIT MEMO) TRANSACTION GROUP 7 (BILLING DOCUMENTS)

CHECK STATISTICS BECAUSE IT IS USED FOR STATISTICAL ANALYSIS

NO NEGATIVE POSTING IS REQUIRED IN THIS DOCUMENT TYPE

CUSTOMER=PAYER / BRANCH = SOLD TO PARTY CREDIT MEMO WITH VALUE DATE NO INVOICE LIST TYPE LG (INVOICE LIST)

CANCEL L.BILLING TYPE IGS (CANCEL ICM) ACCTDETRMPROC KOFI00

DOC. PRIC. PROCEDURE I (INTERCOMPANY BILLING) OUTPUT DETERM. PROC V40000 (INTERCOMPANY BILLING)

OUTPUT TYPE RD04 (INVOICE RECEIPT MM)

PARAMETERS

5.8 Copy Control for Internal Credit memo from Return Delivery (IG ZLR)


IMG Sales and Distribution Billing Billing Documents Maintain Copy Control for Billing Document Copying control: Delivery document to billing document

PROCEDURE:

FROM DELIEVRY TYPE = ZLR TO TARGET BILL. TYPE = IG

COPYING REQUIREMENT PTROCEDURE = 014

PARAMETERS

6 Third party Sales Process

6.1 Define Purchase Requisition Type - ZTPO

PATH:

IMG MATERIALS MANAGEMENT PURCHASING PURCHASE REQUISITION DEFINE DOCUMENT TYPE

PARAMETERS

Copied document type NB to ZTPO:

Defined item category S as the only admissible item category:

6.2 Define Purchase Order Type - ZTPO

PATH:

IMG MATERIALS MANAGEMENT PURCHASING PURCHASE ORDER DEFINE DOCUMENT TYPE

PARAMETERS

Copied document type NB to ZTPO :

Defined item category S as the only admissible item category:

Linked purchase requisition document type

6.3 Define Sales Order Type - ZTPO


IMG SALES & DISTRIBUTION SALES SALES DOCUMENT SALES DOCUMENT HEADER DEFINE SALES DOCUMENT TYPE

PARAMETERS

6.4 Maintaining Item Category - ZTAS

PATH:

IMG SALES & DISTRIBUTION SALES SALES DOCUMENT SALES DOCUMENT ITEM DEFINE ITEM CATEGORIES

PARAMETERS

6.5 Assign new item category ZTAS to new sales document ZTPO

PATH:

IMG ENTERPRISE STRUCTURE SALES & DISTRIBUTION SALES SALES DOCUMENTS SALES DOCUMENT ITEM ASSIGN ITEM CATEGORIES

PARAMETERS

6.6 Defining Schedule line category - ZT


IMG SALES & DISTRIBUTION SALES SALES DOCUMENT SCHEDULE LINES DEFINE SCHEDULE

LINE CATEGORIES

PARAMETERS

6.7 Assign new schedule line category ZT to the new item category ZTAS :

PATH:

IMG ENTERPRISE STRUCTURE SALES & DISTRIBUTION SALES SALES DOCUMENTS SCHEDULE LINES ASSIGN SCHEDULE LINE CATEGORIES

PARAMETERS

6.8 Maintain billing document type ZTP2:


IMG SALES & DISTRIBUTION BILLING BILLING DOCUMENTS DEFINE BILLING TYPES DEFINE BILLING TYPES

PARAMETERS

6.9 Maintain copy control new sales document ZTPO to billing document ZTP2:

PATH: (TRANSACTION CODE VTFA )

IMG SALES & DISTRIBUTION BILLING BILLING DOCUMENTS MAINTAIN COPYING CONTROL FOR BILLING DOCUMENTS COPYING CONTROL: SALES DOCUMENT TO BILLING DOCUMENT

PARAMETERS

6.10 Check External Procurement parameters of plant DERD:

PATH: (TRANSACTION CODE OMI8)

IMG MATERIALS MANAGEMENT CONSUMPTION-BASED PLANNING PLANT PARAMETERS CARRY OUT OVERALL MAINTENANCE OF PLANT PARAMETERS

PARAMETERS

6.11 Check settings of sales organization SPIL:

PATH:

IMG ENTERPRISE STRUCTURE DEFINITION SALES & DISTRIBUTION DEFINE, COPY, DELETE, CHECK SALES ORGANIZATION SALES DEFINE, COPY, DELETE, CHECK SALES ORGANIZATION

6.12 Check settings of factory calendar:

PATH: (TRANSACTION CODE SCAL )

IMG SAP NETWEAVER GENERAL SETTINGS MAINTAIN CALENDAR

PROCEDURE: MAINTAIN COPY CONTROL FROM ZCQ QTY CONTRACT TO ZRE RETURNS AT ITEM LEVEL AS PER THE BELOW SCREEN SHOT.

7 CREDIT MANAGEMENT

PRECONDITIONS: THE PURPOSE OF CREDIT MANAGEMENT IS TO MONITOR CREDIT STATUS OF CUSTOMER SO AS TO TAKE DECISION ON CONTINUING OR REVIEWING CREDIT RELATED LIKE INCREASING CREDIT LIMIT OR BLOCKING

DELIVERY TO CUSTOMER.

PATH: (TRANSACTION CODE OB45 )

IMG Enterprise Structure Definition Financial Accounting- Define Credit Controlling Area

PROCEDURE: CREATE A CREDIT CONTROL AREA USING T CODE VA41. SPECIFY CURRENCY, FY VARIANT, RISK CATEGORY & CREDIT LIMIT

PARAMETERS

BACKGROUND: As per the business scenario Risk category is defined as High,Medium and Low risk and credit limit is Rs.100000 upadted

7.1 ASSIGNING CREDIT CONTROL AREA

ASSIGNING CREDIT CONTROL AREA TO COMPANY CODE

PRECONDITIONS: A CREDIT CONTROL AREA IS AN ORGANIZATIONAL UNIT RESPONSIBLE FOR MONITORING, EVALUATING, AND CONTROLLING THE CREDIT MANAGEMENT OPERATIONS. DEFINING A CREDIT CONTROL AREA IS THE FIRST STEP IN THE CUSTOMIZATION OF THE CREDIT MANAGEMENT FUNCTIONALITY IN THE SAP SD APPLICATION

PATH: (TRANSACTION CODE OBY6 /OB38)

IMG Enterprise Structure Assignment Financial Accounting- Assign Company code to credit control area

PROCEDURE: ASSIGNING CREDIT CONTROL AREA TO COMPANY CODE

PARAMETERS

BACKGROUND: Company code PI01 & PE00 is mapped with one credit Control area CCPI

7.2 ASSIGNING CREDIT CONTROL AREA TO SALES AREA

PRECONDITIONS: AN AGREEMENT THAT A CUSTOMER WILL ORDER A SPECIFIC QUANTITY OF RELEASABLE PRODUCTS DURING A SPECIFIED PERIOD. ASSIGN A SALES AREA TO A CREDIT CONTROL AREA

PATH: (TRANSACTION CODE OVFL)

IMG Enterprise Structure Assignment Sales & Distribution- Assign Sales Area to credit Control area

Define Sales Doc type

PROCEDURE: ASSIGNING CREDIT CONTROL AREA TO ALL SALES AREA .OF SPIL AND SPEL

PARAMETERS

BACKGROUND: All Sales area should be mapped

7.3 DEFINING CREDIT RISK CATEGORIES

PRECONDITIONS: RISK CATEGORIES HELP YOU GROUP THE CUSTOMERS BASED ON THEIR CREDIT RATINGS. YOU CAN

DEFINE SEPARATE CONTROLS FOR EACH RISK CATEGORY TO MONITOR, EVALUATE, AND CONTROL THE

CREDIT SITUATIONS AND CREDIT ALLOCATIONS


IMGFinancial Accountingaccounts receivable and account payableCredit managementCredit control accountDefine Risk categories

PROCEDURE:

PARAMETERS

BACKGROUND: Create Three new categories:High,Medium & Low for Credit Control area

7.4 DEFINING CREDIT GROUP

PRECONDITIONS: THE DOCUMENT CREDIT GROUP IS USED TO COMBINE DIFFERENT DOCUMENT TYPES FOR THE PURPOSES OF CREDIT MANAGEMENT.HERE WE USE DEFAULT SAP TYPE CREDIT GROUP

PATH: (TRANSACTION CODE OVA6 )

IMG Sales & DistributionBasic functionsCredit management/Risk managementCredit managementdefine Credit Groups

PROCEDURE: USING DEFAULT SAP TYPE

PARAMETERS

BACKGROUND: ITS BETTER TO USE DEFAULT CREDIT GROUP IN CASE NEW SCENARIO ADD ACCORDINGLY

7.5 ASSIGNING CREDIT GROUP TO SALES DOCUMENT AND DELIVERY DOCUMENT

PRECONDITIONS: IN THIS STEP, WE ASSIGN ALL THE SALES ORDER AND DELIVERY DOCUMENT TYPES THAT WE

WOULD LIKE TO INCLUDE IN CREDIT CHECKS TO THEIR RESPECTIVE CREDIT GROUPS.

PATH: (TRANSACTION CODE OVAK & OVAD )

IMG Sales & DistributionBasic functionsCredit management/Risk managementCredit managementAssign sales documents & Delivery Documents

PROCEDURE: ASSIGN THE SALES DOCUMENT TO THE RESPECTIVE CREDIT GROUP &CHECK CREDIT FIELD

PARAMETERS

BACKGROUND: Here we use Automatic Credit control=D for sales document type ZOR and ZEX and credit group as 01 and also for Delivery document LF

7.6 DEFINING CREDIT RISK CATEGORIES

PRECONDITIONS: RISK CATEGORIES HELP YOU GROUP THE CUSTOMERS BASED ON THEIR CREDIT RATINGS. YOU CAN

DEFINE SEPARATE CONTROLS FOR EACH RISK CATEGORY TO MONITOR, EVALUATE, AND CONTROL THE

CREDIT SITUATIONS AND CREDIT ALLOCATIONS


IMGFinancial Accountingaccounts receivable and account payableCredit managementCredit control accountDefine Risk categories

PROCEDURE:

PARAMETERS

BACKGROUND: Create Three new categories:High,Medium & Low for Credit Control area

7.7 DEFINING AUTOMATIC CREDIT CONTROL

PRECONDITIONS: THE AUTOMATIC CREDIT CHECK CAN TARGET CERTAIN ASPECTS DURING A CHECK AND RUN AT DIFFERENT TIMES DURING ORDER PROCESSING. IN THIS ACTIVITY, YOU CAN DEFINE YOUR OWN CREDIT CHECKS TO CORRESPOND TO YOUR REQUIREMENTS IN THE AREA OF CREDIT MANAGEMENT.

PATH: (TRANSACTION CODE OVA8)

IMG Sales & DistributionBasic functionsCredit management/Risk managementCredit managementDefine Automatic credit Control

PROCEDURE:

PARAMETERS

BACKGROUND: WE HAVE DEFINED AUTOMATIC CREDIT CONTROL AS PER DIFFERENT COMBINATION OF RISK CATEGORY & CREDIT GROUPS.

7.8 Setting up credit master data

PRECONDITIONS: CUSTOMER CREDIT MASTER IN SAP STORES ALL THE CREDIT-RELATED INFORMATION FOR THE

CUSTOMER. THE CREDIT MASTER IS SET UP FOR THE COMBINATION OF PAYER PARTNER ACCOUNT

AND THE RESPECTIVE CREDIT CONTROL AREA.

PATH: (TRANSACTION CODE FD32)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-master data-Change/create

PROCEDURE: YOU MAINTAIN THE CUSTOMER CREDIT LIMIT IN THE CREDIT LIMIT FIELD, AND YOU MAINTAIN THE RISK CATEGORY TO WHICH THE CUSTOMER BELONGS IN THE RISK CATEGORY FIELD. THE SAP SYSTEM AUTOMATICALLY CALCULATES THE SALES VALUE AS A SUM TOTAL OF ALL THE OPEN ORDERS, OPEN DELIVERIES, AND OPEN BILLING DOCUMENTS THAT ARE RELEVANT FOR THE CREDIT CHECK AND THAT BELONG TO THE CREDIT ACCOUNT. THE OPEN RECEIVABLES VALUE IS TAKEN FROM THE CUSTOMER A/R RECORDS, AND THE CREDIT EXPOSURE IS AUTOMATICALLY CALCULATED AS THE SUBTOTAL OF ALL THE OPEN VALUES. THE CREDIT LIMIT USED IS CALCULATED BY COMPARING THE CREDIT LIMIT WITH THE CURRENT CREDIT EXPOSURE.

PARAMETERS

BACKGROUND: Assign customer master with credit limit,defining risk categories

7.9 RELEASE SD DOCUMENT

PRECONDITIONS: RELEASE BLOCKED SD DOCUMENT

PATH: (TRANSACTION CODE VKM1)

SAP Menu-Logistics-Sales & distribution-Credit management-exceptions-Blocked SD documents

BACKGROUND: It showsblocked SD documents

7.10 RELEASE DELIVERY DOCUMENTS

PATH: (TRANSACTION CODE VKM5)

SAP Menu-Logistics-Sales & distribution-Credit management-Sales & distribution documents -Delivery

BACKGROUND: It shows blocked delivery documents

7.11 Important T-codes for Credit reports

PRECONDITIONS: CUSTOMER BALANCE DISPLAY.

PATH: (TRANSACTION CODE FD10N)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-account-Display balances

BACKGROUND: It shows Customer Credit/debit and cumulative balance


PRECONDITIONS:CREDIT OVERVIEW

PATH: (TRANSACTION CODE F.31)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-Credit management info system-overview

BACKGROUND: It lets you branch into customers financial analysis or line items


PRECONDITIONS:RESET CREDIT LIMIT

PATH: (TRANSACTION CODE FD32)

SAP Menu-Accounting-Financial accounting-Accounts receivable-Credit management-master data-change

BACKGROUND: go to reset data & change credit limit and risk category

8 Returns Goods Management

PRECONDITIONS: GOODS SOLD TO THE CUSTOMER ARE RETURNED IN CASE OF DAMAGE OR QUALITY ISSUES AND CUSTOMER IS COMPENSATED EITHER BY CREDIT NOTE OR SUBSEQUENT FREE OF CHARGE DELIVERY.

PROCEDURE: CREATE RETURNS DOCUMENT TYPE ZRE AND THEN CREATE RETURNS ORDER.

PATH:

SAP Reference IMG Sales & Distribution Sales Sales DocumentsSales Document Header Define

Sales Document Types

PROCEDURE: CUSTOMIZATION OF RETURNS ORDER ENSURES IT BEHAVE DIFFERENTLY THAN STANDARD ORDER.DOCUMENT REFERENCE MANDATORY ENSURES RETURNS ORDER IS MADE WITH REFERNCE TO ORIGINAL SALES ORDER WHICH HELPS IN TRACKING OF GOODS AND CLOSURE OF BUSINESS TRANSACTION

Reference

Mandatory

PATH

IMG ENTERPRISE STRUCTURE SALES & DISTRIBUTION SALES SALES DOCUMENT SALES

DOCUMENT HEADER DEFINE NUMBER RANGE FOR SALES DOCUMENTS

PROCEDURE: DEFINE NUMBER RANGES INTERNAL AND EXTERNAL FOR RETURNS SALES DOCUMENT AS PER

CLIENT REQUIREMENT

PATH:

SAP Reference IMG Sales & Distribution Sales Sales DocumentsSales Document Item Define

Item categoriesZREN

PROCEDURE:

RETURNS ITEM CATEGORY ENSURES IT IS A RETURNS ITEM .

PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Sales Sales DocumentsSchedule LinesDefine

Schedule line categoriesZR

PROCEDURE: Schedule Line category and movement type 651 ensures goods is relevant for returns

delivery.


SAP Reference IMG Sales & Distribution Sales Sales DocumentsSchedule LinesAssign Schedule

line categoriesZR

PROCEDURE: Schedule Line category ZR will be automatically determined with item category ZREN.


SAP Reference IMG Logistic Execution ShippingDeliveriesDefine Delivery Type line ZLR

PROCEDURE: RETURNS DELIVERY MAINTAINED WITH REFERNCE TO RETURNS ORDER TO COMPLETE POST

GOODS RECEIPT.


SAP Reference IMG Logistic Execution ShippingDeliveriesDefine Item Categories for

DeliveriesZREN

PROCEDURE: The system determines the item category for the line according to settings in the item category

determination table for the delivery type, item category group, item usage, and higher level item.


SAP Reference IMG Sales and Distribution BillingBilling DocumentsDefine Billing Types ZF2

PROCEDURE: Billing document type used to Invoice customers for goods sold.



Sales Document TypesCredit Memo RequestZCR

PROCEDURE: Used to genearate credit memo request against returned goods for customer who is eligible

for crdeit note.


Sales Document TypesZSDF

PROCEDURE: Subsequent delivery free of charge to compensate customer agianst returend goods.Delivery

of goods is free of charge.


Sales Document TypesDebit Memo Request ZDR

PROCEDURE: In case business occurs loss due to incorrect invoicing or miscalculation ,debit memo request

raised against the specific customer.

PATH:

SAP Reference IMG Sales and Distribution BillingBilling DocumentsDefine Billing Types ZG2

PROCEDURE: Credit Note raised with reference to credit memo request to compensate customer in terms

of value against returned goods.

PATH:

SAP Reference IMG Sales and Distribution BillingBilling DocumentsDefine Billing Types ZL2

PROCEDURE: In case business occurs loss due to incorrect invoicing or miscalculation ,debit memo is raised

with reference to debit memo request against the specific customer.

PATH:

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESMAINTAIN COPY CONTROL FOR SALES

DOCUMENTS MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO SALES DOCUMENT

PROCEDURE: MAINTAIN COPY CONTROL FROM SOURCEZOR SALES ORDER TO ZRE RETURNS ORDER ,

AT HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

COPY CONTROL Source (ZOR) Target( ZRE)-RETURNS Header Data

COPY CONTROL Source (ZF2) Target( ZCR)- Header Data

PROCEDURE: MAINTAIN COPY CONTROL FROM SOURCEZOR SALES ORDER TO ZCR CREDIT MEMO

REQUEST , AT HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

COPY CONTROL Source (ZOR) Target( ZSDF)- Header Data

c

PATH:

IMGENTERPRISE STRUCTUREDEFINITIONMATERIALS MANAGEMENTMAINTAIN STORAGE

LOCATION CR00 CUSTOMER RETURNS

PROCEDURE: TO MAINTAIN STOCK OF RETURNS GOODS AT SPECIFIC STORAGE LOCATION CR00-CUSTOMER

RETURNS.

Billing block

assigned

9 EXPORT SALES MANAGEMENT PRECONDITIONS: PIL SELLS GOODS TO CUSTOMER IN JAPAN & USA AND PROVIDE REBATES TO THESE FOREIGN CUSTOMERS.


SAP Reference IMG Sales & Distribution Sales Sales DocumentsSales Document Header Define Sales Document Types

PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT TYPE TO RECORD AND PROCESS EXPORT PROCESS .

PARAMETERS:

DOCUMENT TYPE STANDARD EXPORT ZEX

DOCUMENT TYPE EXPORT RETURN ZERE

DOCUMENT TYPE CREDIT MEMO REQUEST-EXPORT ZECR

DOCUMENT TYPE DEBIT MEMO REQUEST ZEDR

DOCUMENT TYPE INVOICE CORRECTION ZERK

DOCUMENT TYPE REBATE CREDIT MEMO REQUEST-EXPORT ZEB1

DOCUMENT TYPE REBATE CORRECTION REQUEST-EXPORT ZEB2

DOCUMENT TYPE PARTIAL REBATE SETTLEMENT REQUEST-EXPORT ZEB3

DOCUMENT TYPE REBATE REQUEST MANUAL ACCRUALS-EXPORT ZEB4

9.1 ITEM CATEGORY SETTING PATH: (TRANSACTION CODE VOV7 )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM

DEFINE ITEM CATEGORIES

PROCEDURE: SPECIFY CONTROLS FOR ITEM CATEGORY TO RECORD AND PROCESS EXPORT.

PARAMETERS:

ITEM CATEGORY TYPE STANDARD EXPORT ZEN

ITEM CATEGORY TYPE STANDARD RETURN-EXPORT ZEEN

9.2 ITEM CATEGORY ASSIGNMENT PATH: (TRANSACTION CODE VOV4 )

IMGENTERPRISE STRUCTURESALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM

ASSIGN ITEM CATEGORIES

PROCEDURE: ASSIGN SALES DOC TYPE ZEX AND ITEM CAT GROUP NORM TO ITEM CATEGORY ZEN.

PARAMETERS:

PROCEDURE: ASSIGN SALES DOC TYPE ZERE AND ITEM CAT GROUP NORM TO ITEM CATEGORY ZEEN.

PARAMETERS:

9.3 DELIVERY TYPE SETTING PATH: (TRANSACTION CODE OVLK)

SAP Reference IMG Logistic Execution Shipping DeliveriesDefine Delivery Types

PROCEDURE: SPECIFY CONTROLS FOR DELIVERY TYPE TO RECORD AND PROCESS EXPORT.

PARAMETERS:

DELIVERY TYPE STANDARD EXPORT ZELF

DELIVERY TYPE STANDARD RETURN DELIVERY-EXPORT ZELR

9.4 delivery ITEM CATEGORY SETTING PATH: (TRANSACTION CODE OVLP)

SAP Reference IMG Logistic Execution Shipping DeliveriesDefine Item Categories for Delivery

PROCEDURE: SPECIFY CONTROLS FOR DELIVERY ITEM CATEGORY TO RECORD AND PROCESS EXPORT.

PARAMETERS:

DELIVERY ITEM CATEGORY STANDARD-EXPORT ZEN

DELIVERY ITEM CATEGORY TYPE STANDARD RETURN-EXPORT ZEEN

9.5 billing type SETTING PATH: (TRANSACTION CODE VOFA)

SAP Reference IMG Sales & Distribution BillingBilling DocumentsDefine Billing Types

PROCEDURE: SPECIFY CONTROLS FOR BILLING TYPE TO RECORD AND PROCESS EXPORT.

PARAMETERS:

BILLING TYPE STANDARD-EXPORT ZEF2

BILLING TYPE PRO-FORMA INVOICE-EXPORT ZEF5

BILLING TYPE CREDIT MEMO FOR RETURN-EXPORT ZERE

BILLING TYPE DEBIT MEMO-EXPORT ZEG2

BILLING TYPE DEBIT MEMO-EXPORT ZEL2

BILLING TYPE REBATE CREDIT MEMO-EXPORT ZEB1

BILLING TYPE REBATE CORRECTION-EXPORT ZEB2

BILLING TYPE REBATE SETTLEMENT CREDIT MEMO-EXPORT ZEB3

BILLING TYPE REBATE MANUAL ACCRUALS CREDIT MEMO-EXPORT ZEB4

9.6 pricing procedure SETTING PATH: (TRANSACTION CODE V/08)

SAP Reference IMG Sales & Distribution Basic Functions PricingPricing Control Define And Assign Pricing Procedures

Maintain Pricing Procedures

PROCEDURE: SPECIFY CONTROLS FOR PRICING PROCEDURE TO RECORD AND PROCESS EXPORT.

PARAMETERS:

9.7 CUSTOMER pricing procedure SETTING PATH: (TRANSACTION CODE SPRO )


Define Customer Pricing Procedures

PROCEDURE: SPECIFY CONTROLS FOR CUSTOMER PRICING PROCEDURE TO RECORD AND PROCESS EXPORT.

PARAMETERS:

9.8 DOCUMENT pricing procedure SETTING PATH: (TRANSACTION CODE SPRO )


Define Document Pricing Procedures

PROCEDURE: SPECIFY CONTROLS FOR DOCUMENT PRICING PROCEDURE TO RECORD AND PROCESS EXPORT.

PARAMETERS:

9.9 ASSIGNMENT OF DOCUMENT pricing procedure PATH: (TRANSACTION CODE SPRO )


Assign document pricing procedures to order types

PROCEDURE: ASSIGN DOCUMENT PRICING PROCEDURE TO SALES DOC. TYPE TO RECORD AND PROCESS EXPORT.

PARAMETERS:



Assign document pricing procedures to Billing types

PROCEDURE: ASSIGN DOCUMENT PRICING PROCEDURE TO BILLING TYPE TO RECORD AND PROCESS EXPORT.

PARAMETERS:

9.10 pricing procedure determination PATH: (TRANSACTION CODE OVKK)

SAP Reference IMG Sales & Distribution Basic Functions PricingPricing Control Define And Assign Pricing Procedures Define Pricing Procedure Determination

PROCEDURE: DEFINE PRICING PROCEDURE DETERMINATION TO RECORD AND PROCESS EXPORT.

PARAMETERS:

9.11 Define Incompletion Procedure for Header -Export PATH: (TRANSACTION CODE VI29)

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Control Foreign Trade Data in MM and SD Documents

Incompleteness Schemas for Foreign Trade Data

PROCEDURE: DEFINE INCOMPLETION PROCEDURE FOR HEADER TO RECORD AND PROCESS EXPORT RELATED

INFORMATION.

PARAMETERS:

9.12 Define Incompletion Procedure for Item -Export PATH: (TRANSACTION CODE VI29)


Incompleteness Schemas for Foreign Trade Data

PROCEDURE: DEFINE INCOMPLETION PROCEDURE FOR ITEM TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.13 Foreign Trade Data in SD Documents PATH: (TRANSACTION CODE VI49)


Foreign Trade Data in MM and SD Documents

PROCEDURE: ALLOW FOREIGN DATA IN SD DOCUMENTS TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.14 Length of Commodity Code PATH: (TRANSACTION CODE VI68)

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign Trade Length of Commodity

Code/Import Code Number

PROCEDURE: DEFINE LENGTH OF COMMODITY CODE TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.15 Define Commodity Code PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Commodity Codes /

Import Code Numbers By Country

PROCEDURE: DEFINE COMMODITY CODE TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.16 Define Material Groups PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Material Groups For

Import/Export

PROCEDURE: DEFINE MATERIAL GROUPS TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.17 Define Business Transaction Type PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign TradeDefine Business Transaction

Types And Default ValueDefine Business Types

PROCEDURE: DEFINE BUSINESS TRANSACTION TYPE TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.18 Define Default Business Transaction For SD PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign TradeDefine Business Transaction

Types And Default Value Define Default Business Type (SD)

PROCEDURE: DEFINE DEFAULT BUSINESS TRANSACTION TYPE FOR SD TO RECORD AND PROCESS EXPORT RELATED

INFORMATION.

PARAMETERS:

9.19 Define Trade Procedure PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Procedures and Default

Value Define Procedure

PROCEDURE: DEFINE TRADE PROCEDURE TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

.

9.20 Define Default Trade Procedure for SD PATH: (TRANSACTION CODE OVE7)

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Procedures and Default

Value Define procedure default

PROCEDURE: DEFINE DEFAULT TRADE PROCEDURE TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.21 Define combination for Business Transaction Type- Trade Procedure

PATH: (TRANSACTION CODE VEGK)

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Combinations Allowed:

Business Transaction Type - Procedure

PROCEDURE: DEFINE COMBINATION FOR BUSINESS TRANSACTION TYPE- TRADE PROCEDURE TO RECORD AND PROCESS

EXPORT RELATED INFORMATION.

PARAMETERS:

9.22 Define Custom Office PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Transportation Data Define Customs Offices

PROCEDURE: DEFINE CUSTOM OFFICE TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.23 Define Foreign Trade Mode Of Transport PATH: (TRANSACTION CODE SPRO )

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Transportation Data Define Modes Of Transport

PROCEDURE: DEFINE MODE OF TRANSPORT TO RECORD AND PROCESS EXPORT RELATED INFORMATION.

PARAMETERS:

9.24 Define Combination Mode of Transport-Custom Office PATH: (TRANSACTION CODE VI76)

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Transportation Data Define Valid Combinations: Mode of

Transport - Customs Office

PROCEDURE: DEFINE COMBINATION MODE OF TRANSPORT-CUSTOM OFFICE TO RECORD AND PROCESS EXPORT

RELATED INFORMATION.

PARAMETERS:

9.25 Define Default Value For Foreign Data Header PATH: (TRANSACTION CODE VI95)

SAP Reference IMG Sales & Distribution Foreign Trade/Customs Transportation Data Default Values For Foreign Trade

Header Data

PROCEDURE: DEFINE DEFAULT VALUE FOR FOREIGN DATA HEADER TO RECORD AND PROCESS EXPORT RELATED

INFORMATION.

PARAMETERS:

10 CONFIGURE REBATE CONDITION TYPE Precondition: Maintain quantity scale in rebate condition type`BO03`

T-Code:

Procedure: Configure scale basis as quantity scale `c` in rebate condition type Bo03

Parameters:

10.1 NUMBER RANGE Precondition: Define number range for agreement type

T-Code: VB(1

Procedure: Create new group & define number range for agreement type `0003`. Assign your group to

agreement type `0003`.

Parameters:

10.2 CONFIGURE REBATE AGREEMENT TYPE Precondition: Manual settlement & Automatic settlement

T-Code: VB(2

Procedure :Configure reverse accruals, partial settlement as `ZEB3`, payment procedure as `A` & final

settlement as `ZEB1` in rebate agreement type` 0003`

Parameters:

10.3 REBATE CONDTION TYPE IN PRICING PROCEDURE Preconditions: Maintain rebate condition type in pricing procedure

T- Code: V/08

Procedure: Define`BO03 in pricing procedure `ZENEXP`

10.4 MAINTAIN CONDITION RECORDS Preconditions: Maintain condition records for rebate agreement

T- Code: VBO1

Procedure: Create rebate agreement & maintain recipient, rate, accruals, scales & validity.

10.5 PAYMENTS & SETTLEMENT Precondition: Automatic Settlement

T-Code: VB(7

Procedure: Input rebate agreement no ,sales area ,status & action

Parameters:

Procedure: Define time & date to schedule automatic rebate settlement.

10.6 RESTROSPECTIVE REBATES Precondition: A rebate arrangement is regarded as having been created retrospectively if its validity period

begins prior to or on the same day as its creation. If this is the case, relevant documents may already exist

in the system.

T-Code: VB(2

Procedure: Configure manual accruals, manual order type as ZEB4 & correction doc type `ZEB2` in rebate

agreement type` 0003`

Parameters:

10.7 RETURNS Precondition: Goods sold to the customer are returned in case of damage or quality issues and customer is

compensated by Cr memo.

T-Code: VA01, VF01 & VBO2

Procedure: After executing Cr memo for return order Sales Volume & Accruals will get reduced as per

return quantity.

10.8 EXTENDED REBATE Precondition: Rebates will be renewed by defined arrangement calendar

T-Code: VB(2 & VB(D

Procedure: Configure arrangement calendar in VB(2 & input agreement no, recipient, sales area, validity &

status in VB(D to extend rebate agreement.

Parameters:

11 Make to Order Process Config

DOCUMENT TYPE MAKE TO ORDER - XOR Preconditions: Production or assembly of make-to-order product will be done only based on confirmed

sales order with customer specification.

Path: (Transaction code VOV8 )

IMG SALES & DISTRIBUTION SALES SALES DOCUMENT SALES DOCUMENT HEADER DEFINE

SALES DOCUMENT TYPE

11.1 NUMBER RANGE FOR XOR DOCUMENT TYPE PROCEDURE: DEFINE NUMBER RANGES INTERNAL AND EXTERNAL FOR MTO SALES DOCUMENT.

Path: (Transaction code VN01 )

IMG SALES & DISTRIBUTION SALES SALES DOCUMENT SALES DOCUMENT HEADER DEFINE

NUMBER RANGE FOR SALES DOCUMENTS

11.2 DELIVERY DOCUMENT TYPE MAKE TO ORDER-YF

Path: (Transaction code OVLK )

IMG LOGISTIC EXECUTION SHIPPING DELIVERY DEFINE DELIVERY TYPE (YF)

11.2.1 Assign new delivery type (YF) to sales document header in sale Sales document type XOR (in shipping details)


IMG LOGISTIC EXECUTION SHIPPING DELIVERY ASSIGN DELIVERY TYPE (YF)

11.3 BILLING DOCUMENT TYPE-MAKE TO ORDER-YF2 Path: (Transaction code VOFA)

IMG SALES AND DISTRIBUTION BILLING BILLING DOCUMENTS DEFINE BILLING DOCUMENT

TYPE (YF2)

11.3.1 CREATING BILLING PLAN FOR MILE STONE BILLING IN MTO

Path: (Transaction code OVBO)

IMG SALES AND DISTRIBUTION BILLING BILLING PLANS DEFINE BILLING PLAN TYPES

11.3.2 ASSIGN BILLING PLAN WITH SALES DOCUMENT TYPE

Path: (Transaction code OVBP)

IMG SALES AND DISTRIBUTION BILLING BILLING PLANS ASSIGN BILLING PLAN TYPES WITH

SALES DOCUMENT TYPE

11.4 ITEM CATEGORY SETTING ZTAC Path: (Transaction code VOV7 )

IMGSALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM DEFINE ITEM

CATEGORIES

PROCEDURE: SPECIFY CONTROLS FOR ITEM CATEGORY TO RECORD AND PROCESS MTO AS PER BELOW

SCREEN SHOT. MAINTAIN BOM CONFIGURATION.

11.4.1 ITEM CATEGORY ASSIGNMENT


IMGSALES & DISTRIBUTIONSALESSALES DOCUMENTSSALES DOCUMENT ITEM ASSIGN

ITEM CATEGORIES

PROCEDURE: ASSIGN SALES DOC TYPE XOR AND ITEM CAT GROUP 0002 TO ITEM CATEGORY ZTAC.

11.5 PARTNER DETERMINATION PROC HEADER ZMT

Path: (Transaction code VOPA )



PROCEDURE: CREATE A PARTNER DETERMINATION PROCEDURE ZMT

11.5.1 PARTNER FUNCTION ZP Path: (Transaction code SPRO )



PROCEDURE: CREATE A PARTNER FUNCTION ZP

11.5.2 ACCOUNT GROUP-FUNCTION ASSIGNMENT

Path: (Transaction code VOPA )


DETERMINATIONSET UP PARTNER DETERMINATION FOR SALES DOC HEADERASSIGN PARTNER

FUNCTION WITH ACCOUNT GROUP

PROCEDURE: ASSIGN PARTNER FUNCTION ZP WITH ACCOUNT GROUP PIDO.

11.6 SCHEDULE LINE DETERMINATION-ZP Path: (Transaction code VOV6)

IMGSALES & DISTRIBUTIONSALESSALES DOCUMENTSCHEDULE LINEDEFINE SCHEDULE LINE

PROCEDURE: CREAT NEW SCHEDULE LINE ZP AS PER BELOW SCREEN SHOT.

PROCEDURE: ASSIGN PARTNER FUNCTION ZP WITH ACCOUNT GROUP PIDO.

11.6.1 ASSIGN SCHEDULE-ZP WITH ITEM CATEGORY ZTAC

Path: (Transaction code VOV6)

IMGSALES & DISTRIBUTIONSALESSALES DOCUMENTSCHEDULE LINEASSIGN SCHEDULE LINE.

PROCEDURE: ASSIGN SCHEDULE LINE ZP WITH ITEM CATEGORY ZTAC AS PER BELOW SCREEN SHOT.

11.7 COPY CONTROL(FOR SALES DOC) - ZOR TO XOR (HEADER)


IMG SALESMAINTAIN COPY CONTROL FOR SALES DOCUMENTS

MAINTAIN COPY CONTROL FROM SALES DOCUMENTS TO SALES DOCUMENT

PROCEDURE: MAINTAIN COPY CONTROL FROM OR MTO ORDER TO XOR STANDARD ORDER, AT

HEADER LEVEL AS PER THE BELOW SCREEN SHOT.

11.7.1 COPY CONTROL(FOR SALES DOC) - XOR TO ZOR (ITEM)


IMG SALESMAINTAIN COPY CONTROL FOR SALES DOCUME

Complete Config-SAP SD

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