SAP SD Concept

8/20/2019 SAP SD Concept

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SAP SD by Mohit Amitabh

What is Condition Technique?

Condition Technique is a configuration technique that is used to configure complex business rules. Consider it as a rules engine.

For example, in SD it is used across multiple functionalities – Pricing, Outputs, and Texts etc. n !! the same technique is

used to configure Schemas "Same as Pricing#.

Condition technique is used $hen a complex, e%er&changing set of business rules need to be configured as genericall' as

possible in the s'stem. For example, in pricing, each organi(ation has their o$n set of business rules including base price,

margins, discounts, taxes, surcharges, deals)promotions, price lists etc. For a single s'stem to be generic enough to cater to all

of these complex needs is a challenge in itself and that is exactl' $hat condition technique tries to sol%e.

Condition Technique at a *er' +igh e%el

There are - e' components of Condition Technique.

/. Field catalog0. Condition Table1. 2ccess Sequence3. Condition t'pe4. Pricing procedure5. Pricing procedure determination

Field Catalog

Field Catalog consists of all the possible set of fields that pla' a role in determining the business rules. This transaction is

Cross&Client. f the business requires that ne$ fields be a%ailable in the field catalog, then the' need to be added to the

structures in either of the .6C7D8 or .2PP86D components.

Order T'pe& 2729T !aterial :roup& !2T;

Customer& ;7669


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What is Exclusive in Access Sequence?

26S= 8xclusi%e indicator restricts the syste to read condition record for particular Condition table if it finds conditionrecords for one condition table. That means it Stops search procedure $ith one condition table it finds condition records.

Select 2ccess Sequence and clic on Fields Control button and press enter.

Condition TableCondition Table is an actual transparent database table that is created from the list of fields selected from the field catalog.

Condition type

8ach condition t'pe represents a logical component of the condition technique. For example, excise tax could be one of the

logical components of pricing and it could be represented using one condition t'pe or a combination of multiple condition

t'pes.

!ricing procedure

2 procedure is a combination of multiple condition t'pes. For example, in output determination procedure, all the sequence of

condition t'pes might exist – ie 8D, Print, Fax etc.

!rocedure "eterination Transaction code# $%&&

Finall' the procedure is assigned to the final document t'pe that is affected b' the business rule.&

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

!roposed condition type 'or 'ast entry

The condition type that the s'stem automaticall' proposes in the double&line entr' screen during sales order processing.

!rocedure

8nter a condition t'pe. f 'ou lea%e the field blan, the s'stem displa's the acti%e price condition during sales order processing.

2


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The condition t'pe 'ou gi%e in O*;; gets reflected in Sales order "ine item le%el#. ?hen 'ou scroll to$ards right in Sales

Order 'ou@ll find the same Condition T'pe there, under Ct'p column.

Well, it can be any condition type right from PR00 till VPRS. t!" #$"t for ea"y reference. f yo$ lea%e

the &eld blan', the "y"tem di"play" the acti%e price condition d$ring "ale" order proce""ing.

Condition T'pe

Access sequence# (Ex# !)**+# 2ccess sequence P9A0 has been defined and assigned to condition t'pe P9AA. 2s e%er'condition t'pe is associated $ith one access sequence that access sequence should be assign here.Condition class# (,+ B Pricest is a classification of condition t'pes as prices, taxes, discounts, etc. as P9AA is base price. So it has been classified as


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Alternative calculation type

6ormall' if 'ou $ant to calculate a %alue 'ou ha%e to use a calculation t'pe for determination of the %alue. This calculation

t'pes are addition, subtraction or multiplication. Similarl' S2P also has got a default calculation t'pe in the control data of the

condition t'pe. There 'ou ha%e the options of t' based, Fixed 2mount


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:n Standard SA! there are only = subtotals are available which gets stored in the "atabase Tables< The reaining

subtotals are ust 'or teporary use within the docuent.

For example & 4 S7@ 04 Onl' in 9ebat


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Condition Exclusion 'or /roups o' Conditions

f se%eral condition records are %alid for pricing in a document item, 'ou can define rules that specif' $hich condition records

are included or excluded.

Kou control condition record exclusion using exclusion groups. 2n exclusion group is a list of condition t'pes $hich are

compared $ith each other during pricing and result in the exclusion of an entire group or indi%idual condition t'pes $ithin a

group. Thus, the result of pricing can be influenced $ith regard to a required criterion "for example, best price# b' excludingcertain condition t'pes $hile others are taen into account during pricing.

There are four possible methods of using condition exclusion groups –

2 –


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555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555

"e'ine and assign account Beys

2ccount e's, 'ou group together siilar accounts in 'inancial accounting


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89< is sales deduction and 897 is the accrual amount. @ = Condition line printed at item le%el

• @S@ = Condition line printed in totals bloc

5555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555

Counter# Counter is used to sho$ a second mini – step $ithin an actual step. For example, 'ou ma' ha%e all 'our freight surcharges assigned to step /AA ho$e%er, there ma' be three condition t'pes, eachrepresenting a different freight surcharge. Thus, 'ou can assign a freight condition t'pe to step /AA, counter / another to step/AA, counter 0 another to step /AA, counter 1 and so on.

555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555555Condition suppleent

2 condition supplement is a supplement for a particular condition t'pe.

For example, 'ou can include a supplement e%er' time 'ou appl' a material price. The supplement can contain %arious

discounts. During pricing, the s'stem automaticall' applies the discounts defined in the supplement e%er' time it accesses a

material price. Kou define the condition t'pes for $hich 'ou $ant to use condition supplements in Customi(ing for Sales.

To include a condition supplement choose=

:oto &Condition supplement on the o%er%ie$ screen of the condition record. Kou can then enter the data for each

discount in the condition supplement. Kou can onl' enter a condition supplement if the condition t'pe 'ou are $oring

$ith has alread' been defined in Customi(ing for Sales to include condition supplements.

Default Condition Supplements

Kou can select a default condition supplement b' choosing Default condition supplement the s'stem automaticall'

proposes all the discounts that are defined for the condition t'pe 'ou are $oring $ith. Kou can then enter the

appropriate amounts or percentage discounts that appl' to the discounts in the condition supplement.

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)evenue Account deterination9e%enue account determination is carried out using the condition technique. t is maintained at tcode & *;O2

/. Chart of accounts

0. Sales Organi(ation

1. 2ccount assignment group for customer from customer master&&billing tab.

3. 2ccount assignment group for material sales org 0 %ie$.

4. 2ccounts e' pricing procedure

5. 2ppropriate :) accounts.

Tcode – *;O2

10


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data that going to be stored at header le%el captured into *


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0*< )ead :n'o record# (Custoer .aterial :n'o record+# ?e can create customer material info record master data to maintainthe customers o$n description for the particular material. The customer can place the order b' specif'ing his o$n description.Then s'stem copies the material description from customer material info record and places the rele%ant material in the salesorder. n addition to customer o$n description $e can maintain plant deli%er' priorit' etc. S'stem gi%es the top priorit' forcustomer material info record. f 'ou maintained customer material info record, then this indicator enables the s'stem to readthat customer material info record, $hile raising sales order of this sales document t'pe.

00< !urchase order nuber# 6o chec.S'stem checs $hether the purchase order number existed or not for this sales document t'pe.

02< Enter purchase order nuber# This indicator checs for the purchase order number and if the purchase order number notexisted then s'stem taes sales order number as a purchase order number.t is a e' that controls ho$ the commitment quantities should be calculated for sales document t'pe.>se# The commitment date is calculated using the deli%er' time for releases to contracts $ith deli%er' times "O9# sales orderthat refers to quotations containing deli%er' times. The committed quantit' results from the agreed deli%er' time or confirmedquantit' according to the calculation rule that $e set here.

Transaction 'low Section

0< Screen sequence group# (A>+ B Sales Order This screen sequence group specifies the s'stem to displa' the screens for this sales document t'pe and specif' the sequence in$hich the' ha%e to be displa'ed.

0D< :ncopletion procedure# (00+ B Sales order S2P has pro%ided a feature that is called incompletion procedure b' $hich s'stem reminds the end user about the fields in$hich the %alues has not been maintained, $hile sa%ing the document as these fields $ill ha%e a influence on proceedingdocuments that are deli%eries and billing documents. f the end user does not maintained the %alues in those important fieldsthen it cannot process subsequent documents that are dependent on the %alues of these fields. So that s'stem reminds the enduser about the missing of the data subsequentl' end user can maintain the data in those fields before sa%ing this document. S2Pfollo$s incompletion procedure to $hich incompletion log has been assigned.0< "ocuent pricing procedure# (A+ B StandardS'stem taes the %alue of this field into consideration to determine pricing procedure for this sales document t'pe b'considering another t$o factors that are sales area and customer pricing procedure "*DA/#.

2 Standard Price ncrease

1)


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<


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:te category type

tem categories are defined to pro%ide additional control functions for the sales documents.

Copletion rule# 6ot rele%ant for completion"t is for quotations and contract items#. ?e can specif' that a quotation is complete onl' after its quantit' has been full'referenced b' subsequent document. Cop' control uotation to sale order – *T22

2 tem is completed $ith the first reference< tem is completed after full quantit' has been referencedC tem is completed after the target qt' is full' referencedD tem is referenced %ia contract release8 tem is completed after full target %alue is referenced

,illing relevance# (A+ B Deli%er' related billing document.The %alue determines $hat ind of billing document it has to generate for this item. That is order related billing document ordeli%er' related billing document


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1 Prices ncomplete /A ssue Chec&Cr !emo

3 Chec Terms of Pa'ment // O%er [ limit&Cr !emo

4 Chec Terms of Dl%

!ricing# (4+ B Pricing standardt indicates $hether the s'stem automaticall' carried out pricing for this item. Ex# For text item it is grade out.

blan 6o pricing

> Pricing standard

2 Pricing for empties

< Pricing for free goods "/AAG discount#

Statistical value# (+ B S'stem $ill cop' item to header totals.t indicates $hether the s'stem taes the %alue of an item into account $hen it determines the total %alue of document.

blan S'stem $ill cop' item to header totals

> 6o cumulation & *alues cannot be used statisticall'

K 6o cumulation & *alues can be used statisticall'

,usiness ite# t allo$s the business data at header le%el differs $ith item le%el business data. f ticed ndicates $hether, during sales order processing, the business data that 'ou enter for an item is allo$ed to differ from

the business data in the header.

,usiness data#


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t is determined differentl' for different tem categories the necessar' settings are determined in CO&P2 based on requirement

n re%enue recon. Kou can create 'our billing documents and the' $ill be passed to accountings.


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< Ser%ice&related re%enue recognitionThe %alue of this item is recogni(ed on the basis of business transactions, such as goods receiptfor deli%er'&rele%ant items or posting of sales orders for items that are not rele%ant for deli%er'.

D


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ChecB ite relevant 'or delivery# t indicates the document item is rele%ant for deli%er' and it causes to create deli%er'document.

!urchase requisition delivery schedule# n third part' and indi%idual purchase orders the %endor supplies materials to the endcustomer through the compan' or directl'. ?hen the %endor has to send the materials the business requires certain time forgoods recei%ing process. The time can be specified as a deli%er' schedule lines in purchasing documents. This indicator createsthose schedule lines in purchase requisition documents.

Transaction 'low section

ChecB trans'er o' requireents 6)eq< - Assebly7# 9equirements of sales document $hether indi%idual or summari(edshould be transfer to !9P b' s'stem automaticall' to create demand.ChecB availability checB# f the s'stem has to carr'out a%ailabilit' chec for materials and quantities in the sales order itshould be checed.!roduct allocation# Through product allocation $e can allocate products for customers e%enl'.>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>:n how any places we can blocB the Sales "ocuent?

/. n *O*Q 2t the header le%el – the sales document t'pe can be bloced.

0. 2t scheduling agreement le%el – deli%er' bloc. f the tolerance limit $as not met or excided.1. 2t Shipping le%el – deli%er' bloc. 8ntire sales document is bloced for deli%er'. f 'ou use a credit chec the s'stem

$ill automaticall' bloc deli%er'.3.


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2 deli%er' document, for example, needs information about $hich item t'pes need to be defined.Kou can define a pseudo order t'pe in Table T*2;. ?hen 'ou create a deli%er' that does not refer to an existing order, thes'stem automaticall' uses the pseudo order t'pe.

:te requireent (2*2+ B 9equirement for item that does not refer to a sales order.t identifies a requirements routine for a deli%er' item that does not refer to a sales document. The deli%er' item must meet therequirements of the routine before it can be further processed.

Storage ;ocation )ule (.A)E+# t specifies ho$ the s'stem determines the picing location $hen 'ou create a deli%er'

$ithout entering a storage location for the items.n our case its !22

!22 Shipping point ) plant ) storage condition

98T2 Plant ) situation "ST72# ) storage condition

!298 !22, then 98T2 "bacup procedure#

!S98 2d%anced 9eturns nbound "Considers Follo$&7p 2cti%it'#

"ocuent statistic group (+# t specifies a statistics group for this sales document t'pe and helps determine $hichdata the s'stem updates in the logistics information s'stem.?e can assign statistics groups to=

tem categor' Sales document t'pe Customer

!aterial

)oute deterination (A+ B 6e$ route determination $ithout chec t specifies $hether, during deli%er' processing, the s'stem uses the route that is determined during sales order processing or$hether it determines a ne$ route.2&6e$ route determination $ithout chec


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6ext screen

6o$ maintain the conditions appropriatel'

6o$ :oto %aA/ – create a sales order

:oto %lA/n – create deli%er' and do P:

Once the deli%er' is sa%ed the :ods receipt is automaticall' printed.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

,illing "ocuentsThe header data of the billing document defines ho$ the in%oice is to beha%e.


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F0 B Standard in%oice for deli%er' S/ B Cancellation in%oice

F4 B Proforma in%oice for sales order S0 B Cancellation credit memo

FQ B Proforma in%oice for deli%er' * B ntercompan' billing

:0 B Credit memo

0 B Debit memo

"e'ine ,illing types# Transaction code# %$FA

@uber range internal assignent (0I+# 6umber that determines ho$ documents are to be numbered b' the user.t indicates $hich number range is rele%ant for a document t'pe. +ere number range is onl' internal.

:te nuber increent# The increment b' $hich 'ou $ant the item numbers is a sales, deli%er', or billing document, toincrease $hen the s'stem automaticall' generates item numbers.

S" docuent category (.+# That defines $hat t'pe of document the s'stem is using.

2 nquir' ! n%oice

< uotation 6 n%oice cancellation

C Order O Credit memo

D tem proposal P Debit memo

8 Scheduling agreement ?!S transfer order

F Scheduling agreement $ith external ser%ice agent 9 :oods mo%ement

: Contract S Credit memo cancellation

+ 9eturns T 9eturns deli%er' for order

Order $)o charge 7 Pro forma in%oice

X Deli%er' * Purchase Order

; Credit memo request

Debit memo request

"ocuent type (+# The document t'pe classifies accounting documents. 2s in%oice generates F document t'pe 9* "


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t defines the output categories that are allo$ed in a document and the sequence in $hich the output categories appear in thedocument

:te output procedure (+# t is the combination of output categories that 'ou are allo$ed to use $hen 'ou process output at theitem le%el in a documentEx# Output for a sales order item.$utput type ()"**+ B n%oice

t specifies the ind of output to be produced

3eader partners (F&+ B


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This L/ $hat 'ou ha%e defined in F


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a. 2utomatic


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Sales and Distribution 2ssign Sales organi(ation – Distribution channel – Plant Choose our sales organi(ation and distribution channel 00AA – /A Select the /0AA plant and assign it

. The material to be sold must exist in the original U deli%ering plant.

. The cop' control rules must be defined bet$een the standard in%oice, such as F0, U the inter compan' in%oice, such as *.

. The standard s'stem has the follo$ing condition t'pes=

To represent the ntercompan' price as quantit'&dependent.

To represent the ntercompan' condition as percentage.

The ordering sales organi(ation is represented as internal customer of Suppl'ing compan' code. This internal customer numberhas to be assigned to the ordering sales organi(ation. +ence, the s'stem 2utomaticall' pics up this internal customer number$hene%er there is ntercompan' billing

This P9AA is for the customer $ho is actuall' ordering the !aterial.

Sales Organi(ations and Plants are uniquel' assigned to Compan' codes. t is not possible to assign either a plant or a salesorgani(ation to more than one compan' code.Sales organi(ations and plants assigned to each other need not belong to the same compan' code.

n other terms,

2 plant belonging to Compan' code 2 U assigned to Sales Organi(ation 2 can also be assigned to Sales Organi(ation < ofCompan' Code


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T&Code= *FA/

Create ntercompan'


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*A/ is a%ailable in the pricing procedure C22A/ – in %)AQ


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)e'erence condition type

2 condition t'pe $hich can be used as a reference so that 'ou onl' ha%e to create condition records once for condition t'pesthat are %er' similar.

Kou ma' need to use different condition t'pes for the same condition. These can differ in the access sequence, the description,

the reference stage of the pricing procedure or the calculation t'pe, for example.

Kou can enter the condition t'pe under $hich the condition records are created.Exaple Conditiont'pe .WS: onl' differs $ith condition t'pe .WST in the calculation t'pe. For this reason an entr' is made in field ReferenceCondType.WST for condition t'pe .WS: . 6o$, condition records onl' need be created for condition t'pe .WSTand not additionall' for .WS:.

Table Sales $rg-order-plant-aterial5 condition type !:*0

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Third !arty salesn the third part' order processing the business gets the orders from the customer and it passes to the third part' %endor $hodeli%ers the goods to the customer, and bills the business.

(+


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n the process of third part' order is controlled %ia material t'pes. !aterial t'pes define $hether a material is produced onl'internall' can be ordered onl' from third part' %endors or from both possibilities.

Ex# Trading goods "+2?2# can onl' be ordered from third part' %endors. Third part' items can be created automaticall' b'the s'stem or standard items can be changed manuall' b' the end user b' changing item categor' during sales order processing.

Ex# !!A/ tem categor' group tem categor'

DA/ b' using account group AAA/ under 00AA – /A – AA sales area.0. Create a material master $ith !!A/ $ith the material t'pe NTrading goods +2?2.

:eneral item categor' group ;A/

Specif' %endor number E +ere it is external 2ccount group AAA/E and press 86T89 :o to 6ext screen option Specif' 9econciliation account number E sort e' E Cash management group 2/E

Order currenc' 879E "customer is from France# Sa%e and 8xit

3. :o to *2A/ and raise the sales order Change the item categor' as T2S "from T26 to T2S#. Sa%e the document and note do$n the sales order number and 8xit :o to "sales order# *2A1. Schedule lines and note do$n the purchase requisition number that has been displa'ed.

4. 9aise the purchase order $ith reference to purchase requisition number b' using Transaction code !80/ Specif' the %endor number E Purchasing group AA4E B Standard

(


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2gain purchasing group AAAE and press 86T89

5. Clic on $ith reference to purchase requisition Select line item and clic on Adopts N "etails push button on application bar

n this section $e ha%e to specif' the net price "cost that $e maintained in the material master#.

E 7n – chec :9 ":oods 9eceipt#

f 'ou unchec :9, $e can do the in%oice %erification based on the goods receipts. Sa%e the document and note do$n the number and 8xit

-. :o to !9O for in%oice %erification+ere $e ha%e to specif' in%oice date and purchase order number and specif' purchase order number in purchase order 6umber field of PO reference tab and specif' reference field and press 86T89

Then 'ou can %ie$ balance amount from right side The same amount should be specified in amount E field and press 86T89 Then s'stem maes balance amount A "(ero#. That means in%oice %erification has been done "completed#. Sa%e the document and note do$n the number and 8xit

Q. 9aise in%oice to the customer *FA/E Specif' the standard order number and raise the in%oice Sa%e and 8xit

R. :o to *2A0 "sales document# and obser%e the document flo$

Plus in the material master also 'ou need to do certain settings.

/# f 'ou are al$a's follo$ing a third part' process for a material then 'ou ha%e to create the material using item categor'

group


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!ae sure that during the item categor' configuration for T2S 'ou need to mar rele%ant for billing indicator as F.

F&Order&related billing doc. & status according to in%oice qt'

Step 3#

The schedule line categor' for this t'pe should be CS.

!ae sure that 'ou mar subsequent t'pe as 6< & purchase requisition in this schedule line categor' as this $ill trigger the

purchase requisition order immediatel' after the creation of the sales order and the PO to %endor is created against this purchase

requisition.

Customi(e the third part' sales in summar'=

/. Create *endor >;A/

0. Create !aterial T'pe as JTrading :oodsJ. tem categor' group as J>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>PGI COST OF :OODS SOD 2)C ")

(


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TO 6*86TO9K OF F6S+8D :OODS 2)C C) /. Stoc quantit' is updated.0. *alues are updated in in%entor' accounting.1. Status in all sales documents is updated.3. Cost of goods sold is updated.4. 9equirements are updated.5. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>C:@ TA,;E "escription

/ X/8>C+D9 8xcise in%oice header detail

0 X/8>CDT 8xcise in%oice line item details

1 X/:9>98F :oods 9eceipt to 8xcise n%oice Cross 9eference

3 X/P29T/ 8xcise Part details

4 X/P29T0 8xcise Part details

5 X/9:01D 9:01D register for the depot

- X/9:S7! 9:01 Summar' of receipts and issues

Q X/9:/ 8xcise 9:/ details

R X08>T9CT 8xtract table

/A X08>D2T8 8xtract table

// X098:


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2utomatic Credit Chec is of man' t'pes =

/# Static

0# D'namic

1# !aximum Document *alue

3# !aximum Open tems in percentage

4# Oldest Open tem in number of da's

5# Critical fields change-# +ighest dunning le%el, etc.

Credit Chec happens onl' in SD module, ne%er in F.


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$verview# n this section $e can ha%e the o%er%ie$ of the customers credit related information lie credit limit, creditexposure, credit limit use, hori(on, etc.Clic on @ext icon

Address# n this %ie$ s'stem copies address details from customer master general data sectionClic on 6ext icon

Central data#

.axiu peritted credit liit

)(


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.axiu peritted credit liit

The %alue of this field specifies the o%erall credit limit that the customer ma' recei%e in all credit control areas.

:ndividual liit# The %alue of this field specifies the credit limit of the customer $ithin specified credit control area.Currency :@)# ?e can specif' the currenc' t'pe that the particular customer maes a transaction from this credit control area.

Clic on 6ext icon

Credit liit data

The amount that $e enter here specifies an upper limit for the total recei%ables and the forcible "expecting# recei%ables from thecustomers.

Credit horizon data# t is a date that the s'stem taes to calculate credit exposure b' using hori(on period.:nternal data

)isB category **0 J 3igh risB# Specif' the ris categor' of customer that $e defined in !:. Specif' credit representati%e group and customer credit group

(+ ,locBed# ?e can bloc the customer for all credit management business transactions.Ex# Order acceptance, deli%er', goods issue.


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Step =# "e'ine credit liit checB by sales docuent type# Transaction code# $%A& Credit limit chec for order t'pes Choose sales document t'pe O9 2ssign Chec credit DE B Credit management= 2utomatic credit control Credit group A/E B Credit group for sales order Sa%e and 8xit

Step - = "e'ine credit liit checB by delivery order# Transaction code# $%A"2ssign sales documents and deli%er' documentsCredit limit chec for deli%er' t'pesChoose deli%er' document t'pe F from position button

2ssign deli%er' credit group A0E B Credit for deli%er':oods issue credit group A1E B Credit group for goods issue

Sa%e and 8xit

Step Q = "e'ine credit liit checB by ite category# Transaction code# $%AG

Determine acti%e recei%ables per item categor'Choose item categor' T26 from position buttonChec credit acti%e

Sa%e and 8xit

Step R= "e'ine credit groups# Transaction code# $%A=

?e can define credit groups so as to group together different business transactions in the same manner to carr'out credit chec.@$TE# 7se standard credit groups= A/ B Credit group for sales order A0 B Credit group for deli%er' A1 B Credit group for goods issue "P:#

)*


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Step /A = "e'ine Autoatic credit control# Transaction code# $%AH

"ocuent controlling

:te checB# t indicates that s'stem carries out credit chec not onl' $hen 'ou sa%e the document but also $hen $e entersingle item or header data. S'stem generates $arning message onl' for first item.

Credit liit seasonal 'actor

1 (+ J Seasonal 'actor in 1# t specifies percentage tolerance limit up to $hich a customers credit limit ma' be temporaril'extended or reduced.Ex# Specif' 4G $ith a Nminus. f customers credit limit is /A,AAA)& then his limit is going to be reduced b' 4AA)"4G#"t becomes R,4AA)#..inus# t controls $hether the credit limit ma' be increased or reduced b' the specified percentage rate.f 'ou chec it the percentage rate is going to be decreased.

Fro (+ and To (+# n this field $e can specif' the periods for season factors.

)+


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ChecBs

+ere $e define $hether the s'stem has to carr'out static, d'namic or on maximum document %alue also.)eaction Status-,locB

E Static E D'namic

E Document %alue E Critical fields E Open orders E Open deli%eries+ori(on /E !E "D'namic onl'#!aximum document %alue EChec b' gi%ing different %alues in abo%e fields.Chec b' gi%ing maximum document %alue and $ithout maximum document %alue.(+ Static# t indicates $hether s'stem has to carr'out static credit chec.(+ )eaction (A+ J Warning# Specif'ing the reaction of ht s'stem $hen s'stem carries out the credit chec.Status)se# t $ill be useful for ne$ customers, for $hom credit limits ha%e not 'et been established. That credit chec can be triggered b' the ris categor' that $e define especiall' for ne$ customers.(+ Critical 'ields# t specifies $hether s'stem has to carr'out credit chec against critical fields "fixed %alue dates#.f 'ou chec this field the s'stem checs $hether critical fields ha%e been changed.Ex# Pa'ment terms2dditional %alue dates

Fixed %alue datesSpecif' the 9eaction and Status)


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"2# !aximum percentage of o%erdue items in open items.">>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

S" Con'iguration Settings/. Specif' Subtotal as a N2 for Credit Price=

Sales and Distribution


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Choose Standard Partner Determination Procedure NT2Clic on Partner Functions in Procedure control button under dialog structureChec !andator' option fir ;< and ;!.

< $utput Types 6&).;7# To exchange the information bet$een Credit !anager and Credit :roup output t'pe;9! should be configured $ith transmission medium - – Simple !ail.Choose output t'pe ;9! – Credit Processing

!aintain Condition 9ecords "**//#

;ogistics controlling update

!aintain the SD update in ogistics Controlling. n the standard 9)1 S'stem, the information structure "S066" is set formonthl' update of outstanding order %alues in Credit !anagement. Kou can change the parameters of the information structureand change the period t'pe from monthl' to dail' update, for example.

f 'ou require further checs to those defined in the standard s'stem, 'ou can define them in the corresponding user exits"*;!PTLL and *;!PFL/#.Kou can determine an automatic credit chec for an' combination of the follo$ing=

• Credit control area

• 9is class "classif'ing attribute for 'our customers from the %ie$point of credit ris $hich is maintained in F

Customi(ing#

)


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For Commercial n%oice, there is no need 'or advance declaration o' the @uber )anges 'or the "ocuent<

Excise :nvoice & The document $hich 'ou submit to 'our Central 8xcise authorities.

8xcise n%oice contains information related to excise duties $hich has to be pa'ed to the 8xcise authorities and also other

statutor' requirements.

For 8xcise n%oices, e%er' manufacturing compan' has to declare the 6umber ranges "Per 8xcise :roup)Series :roup# to the

excise authorities beginning of the 'ear.

07 Exports under ,ond 8xportersare classified into t$o categories.

.anu'acturer5Exporters $ho manufacture and export the goods in o$n name $ithout pa'ment of excise dut'.

.erchant Exporters $ho bu' the goods $ithout pa'ment of excise dut' from a manufacturer and export the goods in his

name. For getting the goods $ithout pa'ment of dut', the merchant exporter has to necessaril' execute a bond .The execution

of bond is to ensure that in case of non&fulfillment of obligation, the central excise dut' amount liable to be paid on the goods

can be reali(ed from him.

6ormall' the bond is executed for an amount equi%alent to the dut' amount pa'able on the goods that the exporter is planning

to export. ?hene%er the goods are cleared from the factor' $ithout pa'ment of dut' for export, the dut' amount pa'able on

the goods $ill be debited from the 9unning ndertaBing

The manufacturer exporters ha%e another option for clearing their goods for export $ithout pa'ment of dut'. The' ha%e to gi%e

a letter of undertaing $hich is %alid for a 'ear. This procedure of gi%ing a letter of undertaing $as introduced as a

liberali(ation measure. The compan' $ill not ha%e to follo$ the difficult legal procedures in%ol%ed in executing a bond

"pro%iding suret')securit' in the form of


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locall', manufacture their final products and export them. t is similar to Dra$bac of Customs duties in respect of imported

ra$ materials.

?ith regard to number range for domestic and exports, 'ou ha%e to maintain a separate number range for each in T.Code

S67! and the ObMects are

& X/8>C8>P& 8xport excise in%oice number range

& X/8>COC& ocal excise in%oice number range

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Sae nubering on !ro'ora :nvoice and :nvoice

7S898>T67! ":9)9 account# & Credit

.:)$ :) invoice receipt<

:9)9 clearing account Dr Cen%at clearing account Dr *2T recei%able account Dr To *endor a)c Cr

*2

http://scn.sap.com/message/10503744#10503744http://scn.sap.com/message/10503744#10503744


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>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

:ntercopany StocB Transport $rder

Plant /AAA 9ecei%ing PlantPlant /0AA Suppl'ing Plant

?hen the stoc is going to be mo%ed bet$een t$o plants or t$o storage locations that are under single compan' code called asstoc transfer order business process.

Con'iguration steps#

0< Create %endor# Transaction code# 4&*0

>;A/ – Create Compan' code /AAA Purchase organi(ation /AAA 2ccount group AAA/

Sa%e and 8xit

2< Assign !lant to %endor

:o to change mode of *endor >;A0E Specif' *endor number that $e created in the pre%ious step

:o to 8xtras 2dd purchasing data

+ere $e assign suppl'ing plant /0AA to %endor

< Create custoer aster in 4"*0

2ccount group AAA/ Compan' code /AAA Sales organi(ation /AAA Distribution channel /0 Di%ision AA Plant in shipping data tab /0AA – suppl'ing plant.

3. "e'ine shipping data 'or plants

*(


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:oods !o%ement t'pe= 53/

ntercompan' document t'pe 6< Schedule ine 6C

Deli%er' document t'pe 6CC tem Categor' 6C

:oods !o%ement t'pe= 531

St< trnsp< ord< with S" St< trnsp< ord< with billing

$rder type 7< 6<

.oveent type := 53/ := 531

..5:. :9= /A/ :9= /A/

"elivery type S" 6&9eplenishment Dl%. 6CC

delivery ite category 66 6C

,illing type S" FQ *

"oc< type ..5:% & 98

!rice *aluation price Pricing in SD and !!

!lanning via>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

44444444444444444444444444444444444444444444444444444444444

444ST$C& T)A@SFE) $)"E) 6ST$7

?hen the stoc is going to be mo%ed bet$een t$o plants or t$o storage locations that are under single or different compan'code called as stoc transfer order business process.

Stoc Transfer can occur a. Plant to plant in different compan' codes b. Plant To Plant "?ithin Compan' Code#c. Storage ocation to Storage ocation $ithin one plant.

**


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Stoc Transfer can be carried out b' follo$ing 1 methods

/. One Step Procedure= Stoc updatation taes place bet$een 0 destinations at a time automaticall' b' using single mo%ementt'pe.

0. T$o Step Procedure= Stoc 7pdatation should be taes place manuall' at suppl'ing plant and recei%ing plant b' using 0different mo%ement t'pes.1. Stoc Transport Order=


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Stoc Transfer bet$een 0 Plants $ith in One Compan' Code.Data=Suppl'ing Plant /AAA ) AAA/ Storage ocation9ecei%ing Plant //AA ) AAA/ Storage ocation

One Step Procedure= :o to !


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0. Create ChecBing )ule

n this step, 'ou create rules for the a%ailabilit' chec in the case of stoc transport orders.

This chec enables 'ou to find out $hether the quantit' requested is a%ailable in the suppl'ing plant, for example, in

the case of materials that are to be transferred o%er longer distances from one site to another.

< "e'ine ChecBing rule

n this step, 'ou specif' $hich requirements and stocs are to be taen into account in calculating a%ailabilit' before

the stoc transfer is affected.

n the case of materials that are to be transferred from one site to another, 'ou can carr' out an a%ailabilit' chec to

find out $hether the requested quantit' is actuall' a%ailable in the suppl'ing plant.

3< Assign "elivery Type and ChecBing )ulen this step, 'ou specif' $hether an SD deli%er' is to be created in the case of a PO $ith a certain combination of suppl'ing

plant and document t'pe. Kou can also specif' $hich deli%er' t'pe is to be used.

*


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