SAP : System Application & Products in Data Processing Integration between the modules are very tight.

Architecture of SAP : 3 Tier AMC : 22% of license cost.

Application Layer

Architecture:
Sales Database Layer

Application Layer Database Layer Presentation Layer

Landscape: A landscape is a physical arrangements of servers. SAP suggest to go for three servers. 1. 2. 3. Development Quality Test (Assurance) Production

1.

Development Server: will be used to configure the clients' business process into SAP. Development Servers will be used by consultants.

2.

Quality Servers: will be used for testing the scenarios, core users & consultants will use the quality servers. A core users is the employee of client who has good experience and exposure in client business process.

3.

Production Server: is the live server where end-users will do the live day-today transactions in SAP.

Each server can be partitioned into multiple parts which are called clients like: 200 300 400

(R & D)

(Actual Configuration)

(Technical Developments)

The client has to purchase these three servers from vendors like 1 BM/ HP/ Dell etc.

Version:

4.6

4.6C

4.7

5.0

ECC 6.0

EHPC (Enhancement Pack) SAP suggest to create any new entries with first character as 'Z' or 'Y'.

The system determines Z & Y as user defined. Anything besides 'Z' or 'Y', system identifies it as standard or SAP provided.

When we upgrade system from one version to another version if it is 'Z' or 'Y' system automatically copies into target versions like:

4.7 T or others

Y or Z Automatically

6.0

Forcefully

Implementation: If client is using some Legacy System (Non SAP) and if we want to change it to SAP, we configure the clients business processes, newly into SAP and give it to client.

Support: Client already has SAP, our role is to solve the tickets (issues) raised by client and give to client.

Rollout Projects: Rollout means if client is coming out with new plant for which they have no configurations existing in the present SAP system.

UpgradationProject: Upgrading system from one version to another project version.

Modules involved in SAP:SD, MM, PP, FI, HR, C HR, CRM, QM, PS, CS, PM Core Modules

Implementation: To implement SAP in any client, we use ASAP methodology.

ASAP- Accelerated SAP Methodology. ASSAP Methodology has 5 phases, they are: 1. 2. 3. 4. 5. Project Preparation. Business Blue Print. Realization. Final Preparation. Go live and support.

I.

Project Preparation: TCSManagement BDMIS Delivery Heads Project Manager Technical Head AlkemManagement VP Finance VP IT Project Manager Technical Expert

The business to SAP is licenses i) First activity is to decide the No. of licenses the client requires, each license = Rs. 80,000/-; Eg:- 900 x Rs. 80,000 = Rs. 7,20,00,000/-. ii) Then decide on the landscape Development Size Server Quality Server Production Server

Sizing of the server, based on the clients volume of business transactions

When to purchase the server from anywhere costs upto 20 lacs,30 lacs,40 lacs.. infrastructure: How many Pc's client has which supports SAP,or we have to buy it Environment: Where servers should be placed in company based on security (only VP & Tech Supports) Maintain 15 C temperature in server rooms.

iii)

Infrastructure : How many PC's client has which supports SAP or we have to buy it. a. Environment: where servers should be placed in company based on security (only VP or Tech Supports). Maintain 15 0C temperature in serves room.

iv)

GSK will list out core users and IBJM will list out consultants. a. Core user is an employee of client who has good experience and exposure in clients business process. Through out the project, for consultant, the single point of contact is core users.

TCSManagement 2 SD 3 MM 2 PP 4 FI 1 Basis 3 ABAP ---15 Total Team size. ---v)

GSKManagement 4 Core users

Go-live date: Handing ever SAP to client, on an average, an Indian client has project, tenure as 8 months, for foreign clients it is 14 months.

vi) vii)

Consultants Facilities: Working area, accommodation, travelling, food etc. Scope of Project: GAP analysis

GAP These processes in client, which dont have solution in SAP. Kick off meeting: Invite the 15 TCS members in management. a. Introduction about the project and client. b. Starting date of project. c. Rules & Regulations. d. Scope of project. e. Share Go-live date with consultants. f. Sharing of core users list.

II.

Business Blue Print Phase: (3 months) Day 1, we visit the site like plants etc.

1. Requirement Gathering: Based on questionnaire, we gather requirements from the core user. Every day, from 10 am to 3 pm, we sit with the core users and gather the requirement and prepare the AS-IS document. Requirement gathering is lasting for around 2 months.

2. Prepare BBP document (Business Blue Print) To- Be doc: To-Be doc is how AS-IS is going to be in SAP.

AS-IS

To-Be SAP SAP Gaps

We find gaps while preparing To-Be document. After preparing the To-Be document, send this document to the core user. If the core user is fine with the business core user, he gives a "Sign Off" i.e., his acceptance, this process takes one more month.

BBP phase is most critical phase of the project. Since, the success of the project only depends on how accurately we gather the requirements from the users.

Most of the problems comes with business blue print since the core user dont support us since he never come on time and cooperates, they dont want change.

If this happens, we should see for 4-5 days and escalate the issue to our project manager. Core users will join an SD course. o In interview, we say still we dint face any problem in BBP.

III.

RealizationPhase:(2 months)

Mapping of the To-Be process in SAP in called realization. Configuration of business process of client in SAP.

Realizatonis donein developmentserver; There are two types of configuration i) Base-line configuration ii) Final configuration

Base-line Configuration: This configuration is only pertaining to SD module. No other module is required. Final configuration: This cannot be done independently. We require help of other modules. 200 Client 300 Client 400 Client

Functional Specifications: We take the requirements from the users and prepare functional specifications for the technical consultants. When we are configuring in development server, system will ask for request numbers. We need to save the configuration in particular request numbers. This request numbers will help us to transport the configurations from one server to other.

After configuration is over, we import all the requests from 300 clients to 400 clients. In 400 clients, we do internal testing. There are two types of testing. o Unit testing o Integration Testing.

Unit Testing is we can do it on our own S.D. i.e., we do not depend on other modules. Integration testing means that we need help of other modules like MM, FI, PP etc.

We do testing with the help of test cases. A test case is a document which consists of how to test, what test and what is the result.

Configuration Document: It consists of whatever we configure for that particular clients requirement. This document will hand over to the client. This document will be used for KT purpose.

Transport requests from development to quality server:

Dev

Quality

IV.

Final Preparation:(2 months) a. Prepare User Manuals: A training document for the users like T. codes, directions after preparing manuals, we give it to users. b. Training to Core Users: Hands on training also for the end users. c. User Testing: Phase when core users test the scenario. After testing, if everything is fine, we need to take VAT signoff. After VAT signoff, we transport from quality to production server. After Transferring the requests from quality to production, we start "Cutover Activity".

Cutover: Uploading of master data and open transaction data from legacy to SAP system.

Cutover Period: on cutover strategy: The period in which we actually start uploading the data from legacy to SAP.

Normally, we take 2 days of time for cutover period. In this period, we will ask client to stop the business. V. Go-Live: Handing over SAP to client to start the day-to-day transaction in SAP.

Support: Any support project will have an agreement between client and support partner. SLA : Service Level Agreement

Levels of Issues: 1. High Priority:- 4 Hrs to resolve. 2. Medium Priority:- 24 Hrs to resolve. 3. Low Priority:- 48 Hrs to resolve.

1.

HighPriorityIssues :- Those issues which are stopping the business, comes with high priority. Any high priority, we check in the master data. Core User
Help Desk

Mail

Ticketing Tool

TicketingTool: 1. 3. 5. Remedy Citerix Tivoli 2. Perigrim 4. Edge

Ticket Tool Coordinator

SD Consultant

The ticket will be raised by the core user and it reaches the coordinator. The coordinator will allocate the issue to the respective SD or MM (a) etc consultant. If we are the SD consultant and got the ticket, we need to send an acknowledgement mail within 5-10 minutes to the core user and coordinator.

Then we open the issue email, it has the attachment with the screen shots of the issue. if the issue screen shots are not sufficient, then immediately send email to the core user about sending more details and take the ticket status as 'pending'. This will stop the clock for that time. We have to respond to the core user's mail within 10 minutes. Its written in SLA. Now, to test the error, we test the issue in pre production server. Once we solve the issue, we make configuration changes in the development server.

Then we transport it to quality server and ask core user to test the issue. We then receive an email from the user about the issue being resolved. We later close the issue in ticketing tool and prepare the document about the issue.

Change Request: (Issues)

Anything which is not there in the present configuration or implementation, is called change request. For every change request, we prepare a change request document.

It consists of:a. b. c. Ticket why are we treating as change request. What could be the solution. __________________ __________________ __________________ Functional man days 20. Functional man day 10. Send this document to our lead. Then lead goes through the document and approves it. After approval from lead, send this document to the core user. Core users may negotiate on number of days we need to configure it. After he realizes your comments valid, he approves it. The we start working on it. All enhancements are change request. The team size depends on the client in India. It is like 10-12-15 members.

In support, if the team size in more, then we divide teams in levels. Level 1 : Deal with transactional issues. Level 2 : Deal with configuration issues. Level 3 : Deal with enhancements.

Creating Inquiry: Login to SAP Double click on SAP logon pad on the desktop. Click on IDES and click on Logon. User ID SAD user

Password INDIA 123. Easy access screen: End users will work on easy access screen. IMG Screen: The transaction code for IMG screen is 'SPRO' then click on SAP reference IMG.

Note:- If we are into any other screen, than easy access screen and want to use T.Code, we need to use either /n or /c before T.Code.

T.Code will help to take you directly into the required screen.

Creation: Inquiry Quotation Order Delivery Invoice

/n VA11, /n VA21, /n VA01, /n VL 01N, /n VF01.

ENTERPRISESTRUCTURE

Enterprise Structure means the structure of an organization like corporate office, plant, distribution channels, divisions etc. i. Company Code: A Company code is a legal entity which is responsible for external financial transactions happening in the company. The external financial transactions are balance sheet, Profit and Loss a/c statement, company code is a registered company.

Name: (Bukrs) For multiple company codes: i) Having sister concerns. ii) Having operations outside the country. In SAP every organizational unit will have a code and we identify organizational units by code. Company code is a 4 digit code. It can be characters/ numeric/alpha numeric. FI consultant is responsible to define company code in SAP.

Path: SPRO1MGESDefFin. AccountingEdit, Copy, Delete, Check CD.Code

Double click on execute button. Double click on edit company code data. Select the Std. Co. code '1000'. Click on 'Copy'.

Co.Code : VALK Co. Name: Alkem Labs Ltd., City: Mumbai Country: IN Currency: INR Language: En

Go to address icon to maintain the address of the company Enter the detailed address and then save (Ctrl+S).

ii.

Sale organisation: A Sales Organisation is an organizational unit in sales and distributers, which in responsible for all sales and services happening in the company.

The sales Organisation is responsible to take strategic decisions related to sales and services. In sales organisation, we will find Vice-President sales and director sales who will take the strategic decisions.

To have multiple sales organisation scenarios are: a. De-Centralization of company's sales. b. Also domestic Sales & Export Sales SD Consultant is responsible to define sales org" in SAP. Sales org" is having a 4 digit code. Defining Sales org" in SAP:
Path: SPROESDefS&DDef, Copy, Delete, Check sales org

Double click on define sales org. Copy the standard 1000. Rename it. ZFOD Food sales org.

As soon as we enter the name, it asks for address. If its a physical unit, give address, change the currency to 'INR'. Note:- (the address text) The address text in the sales org. will help you to print the sales org. address into the output. (Print, Fax, Email) Customerunits-companybill: Inter company bill is a sale between two company codes. In this scenario, the selling company will raise the invoice to the purchasing company. SalesOrganisationCalendar: The factory calendar specifies the holidays and working days. CreatingFactoryCalendar:

Path: SPROSAP Netware General SettingsMaintain calendar

Click on holiday calendar. Click on change button. Go to 'create'.

Z1 | Mumabai Holiday calendar

Click on Assign Holiday. Go to factory calendar, click on change. Go to create.

Z2 | Mumabai Factory calendar

Select working days. o Monday o Tuesday o Wednesday o Thursday o Friday o Saturday

ClickSpecialNote: to make holidays as working days. Define factory calendar and assign to sales organisation.

Rebate :- A rebate is a special kind of discount which will be valid over a specific period of time and specific volume. If customer reaches that volume, then only he is eligible for rebate.

Rebate proactive is one of the prerequisite to process rebate in the organisation. If we do not check this system will not give rebates.

ALEdata for purchaseorder:

In standard SAP while doing third party process and individual purchase order process, when you are creating sales order, system automatically generates purchase requisition in the background, purchase order with reference to purchase requisition.

If we want system to generate automatic purchase order while creating sales order in 3rd party and IPO process, then we must maintain ALE data for purchase order.

Distribution Channel: The way of selling the goods to customer or the means of distributing the goods to the customers. SD consultant is responsible to define distribution channel in SAP. The combination of sales organisation and distribution channel in called sales line.

A Distribution channel is a logical entity. It would have a two digit code.

GSK Direct Path:

Distributor

Dealer

Institution

Customer Retail

Click on 1 MG activity. Click on define dist channel. Go to new entries. Y5 Dealer. Y6 Distributor. Y7 Institution Y8 Direct.

Division: A division is a product line or range of products. A division will have two digit code. The combination of sale organization, distribution channel, division is called "Sales Area".

In SAP-SD, Sales area plays a vital role. Whatever transaction we create in sales, it should be routed through a particular sales area.

SD- consultant is responsible to define division.

Defining Division:
SPRO ES Def. Logistics General Def, copy, del, chk division.

Click on 1 MG activity. Double click on define division. Go to new entries. T5 Gynecology. T6 Paediatric. T7 Antibiotic. T8 Insulin.

Sales Office: A sales office is a physical location where a group of people work together to perform sales (Branch Office). Difference between sales office and Sales org is. SalesOrganisation 1. 2. 3. Strategic decisions sales can be taken. related to 1. 2. 3. SalesOffice Strategic decisions cannot be taken. No. VP & Director Sales Sales Area Managers & Zonal Managers.

VP & director sales present. No. Managers

SD consultant is responsible to create sales office.

Path: SPROES Def.S&Dmaintain sales office.

Go to new entries. Eg:-

DHYD | Hyderabad Sales Office.

Enter address & other information. Copy.

Sales Group :- A sales group is a group of people working in a sales office (or) hierarchy of people (or) hierarchy of employees in a sales office. SAP-SD consultants are responsible for sales group creation.

Defining Sales Group:

Path: SPROES Def.S&Dmaintain sales group.

INS Insulin ANT Antibiotics OTH Others.

PLANT

Production Area

Finished Goods
3 4

Quality
Storage Location FG Storage Location

Dispatch Out Gate

MM consultant is responsible to define plant in SAP A plant is a physical location where manufacturing is done. i.e., conversion of raw material into finished goods. A plant can also be defined as a physical location where we store the goods.

DefiningPlantin SAP:
Path: SPROES Def.Logistics GeneralDef, Copy, Del, Chk Plant

Double click on define plant. Select the standard 1000 and copy it. Its a 4 digit code. ex:- AVAP Vapi manufacturing plant Define a factory calendar to the plant. As soon as we press , it asks for address, enter address and save it.

Storage Location:

A Storage Location in a place where we store the goods within a plant. MM consultants define storage locations. Pharma industry generally have storage locations.

Path: SPROES Def.materials mfgt.maintain St. location

Mention the plant & enter. Mention plant code. Go to new entries. Ex:Z001 FG1 5 degrees temp. Z002 Normal temp.

Shipping Point: 1. Immediate shipping point 2. Manual shipping point

3. Automatic shipping point Def:- Shipping point is a physical location where we do the process of loading the goods into trucks for delivery. A shipping point is always within a plant. SD consultant is responsible to define a shipping point in SAP.

Path: SPROES Definitionlogistics execution.Def. Copy, Del, Chk shipping point.

Double click on define shipping point. Select the standard shipping point 1000 and copy it. Ex:- ZMAN manual shipping point.

Note:- The factory calendar in shipping point will help you to perform delivery scheduling in sales documents. [Delivery Schedule time = loading time + pick/pack time LoadingTime:(WithDays) Loading time is the number of days taken to load the goods into truck for deliveries. Loading time is one of the parameter to perform the delivery scheduling in sales document.

Pick/Pack Time: Pick/Pack time is the time taken to pick the material from storage location. This is also one parameter to perform the delivery scheduling in sales document.

Determine Load Time: This field controls from where loading time should be considered while performing delivery scheduling. We can maintain loading time in two places. One is at shipping point and other is route dependent. If we want system to consider loading time from shipping point then maintain value = 'C'. If we want system to consider loading time from route dependent, then value to be maintained in = 'A'.

DeterminePick/Packtime: This field controls from where system should consider pick/pack time while performing delivery scheduling in sales document. If we maintain 'C', it will take from shipping point. If 'A' then route dependent.

WorkingTimes: If we have shift system, in shipping point, then maintain 'Working time'. (Press F1 on field > click on customizing > it will take you to path)
Path:
SPROLogistic Execution ShippingBasic shippingScheduling shipping

scheduling delivery scheduling & transportation scheduling maintain working hrs.

FromText Names: It will help you to print the shipping point, address into printouts (outputs). The standard output type for deliveries is LD00.

COMPANY:

A Company will group all the company codes into one. Business Area: Business area is a location from where business is operated. The purpose of business are is, it helps to generate internal balance sheet plant wise. This is the responsibility of FI consultants. (Creation of it and maintenance).
Path: SPROES Definitionlogistics execution.Def. Copy, Del, Chk shipping point.

Ex: -

Copy the standard business area '1000', edit and create a new entry. ZFOD Food plant business area

Credit Control Area:- FI consultant defines credit control are. It is an organizational unit which specific the credit dept in the company. It will help you to process credit management in day-to-day transactions.

Path: SPROES AssignmentS&DAssign sales org. to company code.

Assignmentof EnterpriseStructure: Assign Company code to sales organization:

Click on 1MG activity.

Relationship : ZFOD - AALK The relationship is one too many i.e., one company code can have multiple sales organisations, but one sales org. can be assigned to only one company code.

Assign distribution channel to sales organisation: Path remains same: SPRO ES Assignment S&D Assign district channel to sales organisation. Click on 1 MG activity. Go to 'new entries'. ZFOD Y1 (Dealer) ZFOD Y2 (Distributor) ZFOD Y3 (Institution) Save it and go back Relationship is many too many. Sales Org. Level Domestic Export Dist. Channel. Level

Domestic

Domestic

Domestic

Domestic

Domestic

In the above case, we only create 4 dist. channels. i) Dealer, ii) Distributor; iii) Institution iv) Direct. Since relation is many to many institution can be used in both sales organisation.

Assign Division to Sales Organisation:

The relationship between sales org. & division is many-to-many. i.e., one sales org can have many divisions and one division can be assigned too many sales org. Click on 1MG activity.

Path: SPROES AssignmentS&DAssign Division sales org.

Setup Sales Area: A Sales area is a combination of Sales org. dist. channel, and division.
APHA

A1
E5 E1 E2 E3 E4

A2

A3

A4

E1 E2 E3 E4

E1 E2 E3 E4

E1 E2 E3 E4

Total (16 Sales Areas)

Any transaction we do in sales should be routed through a particular sales area. Assign Sales Office to Sales Area:
into Vendor Go to new entries and Save it.

Assign Sales Group to Sale Office: Click on 1MG Activity and Assign.
Store Department

Semi finished goods

Assign plant to company code:

Goods Path: SPROES AssignmentLogistics General code. Semi Assign plant to company finished storage location Finished

Note:-

The relationship SAP says is many-to-many, because in intercompany sales, we assign plant to multiple company codes.
Delivery Pick Pack F.G storage location

Assignmentbetweenplant & ShippingPoint:

Shipping Pt. loading If plants are located in same places, the relationship is many-to-many. PGI gtp.

If plants are located in different places, relationship is one to many.

PLANTSTRUCTURE

If stock comes down in store, the inventory creates the purchase order to vendors. Truck comes (raw material) quality checked then product starts. Finished/Semi finished goods comes out. Stored in SF goods storage location/ Finished goods storage location.

CMIR:CustomerMaterialInfo Record If customer is placing an order with his own material code, then we need to assign his material code with our material code. T. Code of CMIR VD51
Path: SPROES AssignmentLogistics GeneralAssign plant to company code.

VD51 Create CMIR. VD52 Change CMIR.

VD53 Display CMIR.

If material is manufacture in more than one plant, we are not supposed to maintain delivering plant in material master..

Go to VD51; enter customer number, sales org. dist channel. Enter material number and customer material number. Go to Details.

The fieldsthat are givenpriorityfromCMIRfirst are as: 1. Plant 2. Delivery priority 3. Minimum delivery quantity 4. partial delivery per item 5. Under delivery tolerance 6. Over delivery tolerance 7. Unlimited tolerance
Under delivery warning message. Over delivery error message.

While creating sales order, user will go to 'ordering party' tab and enter customer material number; system automatically determines our material numbers. Tablesin CustomerMaster: 1. KNA1 General Data 2. KNB1 Comp. Code Date 3. KNVV Sales Area Data
ABAP Dictionary SE11 to see the tables. Se16 to see the entries .

Tablesin MaterialMaster: 1. MARA General Material Data 2. MVKE Sales Data for Material. 3. MARC Plant Data for Material. 4. MARD Storage Location for Material. Sales Documents : A sales document is a document, which contains information related to sales. Structureof SalesDocument: Header Data Item Data Sch. Line Data Header Data: Header Data is a data which applies to all the line items in the sales document. Sourceof Headerdata is:1. Customer master. 2. Config Data (Pricing Procedure) 3. Control Data (Org Units) like co. code, sales org. etc.

The table for Header Data in 'VBAK'. It is controlled by document types. Item Data: Item data is a data which will be applicable to particular line item in the sales document. i.e., every material will have its own data. ex:- weight, units, specifications, pricing etc. Source of item data is material master, CMIR, Control Data (Plant) some part of config data, conditions master (pricing). Item data will be controlled by item categories. Table for item data is 'VBAP'. Schedule Line Data:- Schedule line data is a data which consists of delivery dates & confirmed quantities. These are no source for schedule line data. It determines automatically into sales document. This will be controlled by schedule line category. Table for schedule line category is 'VBEP'.

Tablerelatedto SalesDocument: VBKD Business Data (cost, master, sales, shipping, billing data) VBUK Header Status. VBUP Item Status. VBPA Partner Data. VBFA Document Flow *** ADRC Customer Address.

T. Codes: Sales Order VA01 VA02 VA03 VA05 List of Orders

Create Inquiry Quotation Contract Scheduling Agreement VA11 VA21 VA31 VA41

Change VA12 VA22 VA32 VA42

Display VA13 VA23 VA33 VA43

Path: Easy AccessLogistics SVDSalesOrderCreate

Inquiry & Quotations are the pre-sales activity.

Inquiry:- Inquiry is a pre-sales document which we create in SAP, whenever a customer enquires about a product along with quantities 'IN' is an internal document.

Quotation:- Whenever customer enquiries about any product, we send a quotation to the customer and a quotation document consists of : Validity period. Pricing. Product specifications.

Delivery dates. Terms & conditions.

Quotation is a legal document. Order:- The sales order is a legal document which is an agreement for delivering the goods to customers with the accepted price.

Contract:- A contract is a legal document and its an agreement between customer and company. Any agreement shall be having mutual benefit. Benefit to the company is assured sales. Benefit to the customer is discounts, less price, relaxation in credit period etc. Scheduling Agreement: - Scheduling Agreement is also an agreement between

customer and company with predefined delivery dates (schedules). Standard Sales process: IN QT OR Delivery Invoice

SalesDocs. Contract -

DeliveryDoc - Delivery

BillingDoc Invoice

ReleaseOrders

SalesDocs.

DeliveryDoc BillingDoc

SchedulingAgreement Delivery Invoice Transactions Inquiry Quotation Sales Order Doc. type IN QT OR

Creatinga salesOrder: (in VA01) Error: Order type ' OR' has not been defined in sales area. Sol: - to resolve this
Path:
SPROS&DSalesSale DocsSales doc headerAssign sales area to sales

doc types.

Double click on combine sales organization. Go to or sales org. and assign or sales org. in ref. s. org.

Combine Distribution channels. Go to or sales org. & Dist. channel & assign the dist. channel to Ref. Dist. channel.

Double click on combine divisions Enter sales org. division & assign ref. div. doc.

Common Divisions is for customer master Combine Division for sales order Assign sales order types permitted for sales areas.

Go to or sales area. Go to new entries and enter the divisions and save.

If we are creating sales order for the first time, we get an: Error: 'No pricing procedure could be determined' Sol: Goto T. Code-DVKK, Goto new entries. Enter sales org., dist. channel, division, doc. PP-A, CPP-1 & pricing procedure RVAA01 & Enter & Save it.

Shipping Point Determination:

Path:
SPROLogistics ExeShippingBasic Shipping fnsShipping Point & Goods

receiving point det. Assign shipping points.

Enter Shipping Condition Shipping Tab Loading Group Shipping Tab Plant CMIR and Enter & Save it. Cost master

(or) Goto VK11 to maintain condition records. Enter PR00 condition type. Select material with release status then Enter your material & amount Save it. Document Type Controls: T.Code : VOV8
Path:
SPROS&DSalesSales DocumentSales document headerDefine Sales

document type Select Standard Order (or) click on copy.

SalesDocumentControls(VOV8) Controls: 1. SD Document Category: The document category specifies the functioning of sales document. List of SalesDocumentTypes: Transaction Inquiry Quotation Sales Order Returns Contract Free of Charge Credit Memo Debit Memo Doc. Category A B C H G I K L Transaction Quality Contract Value Contract (Gen) Value Contract (Material) Returns Credit Memo Request Debit Memo Request Subsequent Delivery free of charge Invoice correction Request Scheduling Agreement Free of Charge Cash Sale Rush Order Consignment Filling Consignment Issue Doc. type QC WK1 WK2 RE CR DR SDF RK DS FD BV/CS RO CF CI

Consignment Returns Consignment Pickup

CONR CP

SalesDocumentBlock: If you check this, the system will block the sales document type for existing sales order. We use 'A' for rebate processing document types. ex:- B1, B2, R3, R4.

Indicator:- We use this field only for invoice correction request process (document type RK). It is sub-classification of document category.

The indicator 'D' controls that each line item from source document will be copied as two line items in target document. ex:- Invoice correction request should be always created with the reference to invoice. If you have one line item in invoice that will be copied as two line items in invoice correction document.

NumberSystems: Number Range internal assignment:

Defining DocumentNumberRanges: Path: SPROS&DSalesSales DocumentSales document headerDefine number ranges for sales document.

NumberRangeExternalAssignment: If you maintain external number in the sales order, then system will give first preference to external. If external number is blank, while creating sales document, then system proposes internal number.

Item number increment : This field controls how the item number should be incremented in the sales doc. This field will have relationship with 'Co0py Item #' field in copy controls.

Sub Item # increment : The sub item concept comes in BOM, free goods, material determination etc. This field controls how the sub item numbers should be increased in the sales in the sales doc.

GENERALCONTROL: Referencemandatory: This field control whether any preceeding doc required to create this document. Check division: This field controls how system should respond if the division in the header deviates from division in the item. i.e., whether to give warning (or) error (or) no dialog box.

Item Division: If we check this, system copies division from material master. If we unchk this, system copies division line item from header division. The item division will have relationship with chk division because if we eant chk division concept to work, we should always chk the box ' item division'.

Probability: This specified the chances of converting document into order. Read info record: If we check this, system will read CMIR & determines it into sales doc. If we un chk this, system will not read CMIR. Chk purchase order #: If we chk this, system will give you warning message if the same PO# is existing in the database while creating sales order. Enter PO#: If we chk this box, if PO# is blank, while creating sales order then system copies sales order # as PO#. Chk Credit LImit: This field controls whether to process simple credit chk (or) automatic credit chk. Credit Management: We fix credit limits to the customers & during day-to-day process, system checks whether the customer credit limit has exceeded (or) not. If customer credit limit is exceeded, then system blocks the transactions of the customers.

SimpleCredit Check: A B C

Warning Error Delivery Block.

AutomaticCredit Check :

D.

The difference between simple & Automatic credit check isSimple In Simple cr. chk, if cust cr. limit exceeds, you can block only at order level. Automatic

In Automatic cr.chk, if the customer credit limit exceeds, you 1. 1. can block at OR level (or) Delivery level (or) PGI level. In Simple, these is no concept of In automatic, we have risk 2. 2. risk categories. categories. In Simple, system considers only In Automatic, system considers 3. receivables (open items) while 3. open orders, open deliveries , performing Cr. Chk. open billing does, open items. Credit Group : This field controls which transaction to block if customers credit limit exceeds and this field is applicable only for automatic credit check.

OutputApplication : If specifies whether application is Sales | Shipping | Billing. V1 Rest others are not of SD relevant. V2 V3

Commitment Date: If we check this, system proposes commitment date & Committed quantity in schedule lines.

Screen Sales Group: this field controls the appearance of the screens in sales document. go to the display of the screens in sales documents.

DisplayRange : this field control is whether to display main item and sub item (or) only main item.

Incompletion Procedure : It is a procedure which consists of all mandatory fields which user has to enter while creating a sales order.

F-Code for overviewScreen : This field controls what could be the default screen while creating sales order.

Ex:- we have CMIR concept. we enter cost material in 'ordering party' tab while creating sales order, I want system to propose 'ordering party' tab by default, we use the field F-Code for overview screen.

TransactionGroup : This field controls the T.Code of sales doc type. (IN/QT/OR/QC).

Quotation messages : While creating sales order independently, if there are any open quotations, existing for the customer, then system will give a pop-up message with the quotation details. If you want, you can copy (or) reject.

Outline Agreement Messages : While creating sales order, if there are any open contracts existing for the customer, system will give a pop-up.

Document pricing procedure : This field is one of the parameter to determine pricing procedure in the sales document. Sales Org. /Dist. Channel/Division + Doc. P.P + Cust. PP = RVAA01 Sales ex:- APHA+A1+E1+A+1 = RVAA01 Any requirement of document wise different pricing process, then we play with DPP in sales document.

StatusProfile: A status profile is an order release process after creating sales order in SAP, the authorised persons have to release the sales order, then only the sytem will allow to process deliveries and billing. AlternateSalesdocumenttype 1&2: While creating a sales order, if you want to shift from one sales document to another sales document, then maintain sales document type in this field. Pre requisite for maintaining alt. sales document type 1&2. ex:- OR | CS

1.

Number system blank should be same. ex:- Internal #, external #, item # inc, sub item & inc.

2. 3.

All determinations should be same. The payment data should be same in billing document.

Incomplete Messages: If we chk this, system will not allow you to save the sales order if any of the mandatory field is incomplete. If you unchk this, system will give a popup if any of the mandatory field is missing. The popup asks whether to save (or) edit.

Variant: Variant will help to control the fields in sales document. ex:- (to make the fields-required, suppress, display, optional). The T.Code for creating variant is SHD0 ShippingTab: Delivery Type : This field will help you to propose delivery type automatically while creating delivery document. The standard delivery type is 'LF'.

Immediate Delivery : If you chk this, system creates delivery automatically in the background while creating sales order. We use this functionality for each sales (CS) process & rush order (RO) process because for CS & RC system generates delivery automatically in the background while creating sales order.

Delivery Block: If you assign delivery block here, system blocks the sales order from creating deliveries. The authorised person has to release the order for delivery, then only system will allow to create delivery.

Shipping Conditions: If you maintain shipping conditions here, it overwrites the shipping conditions in customer master while determining shipping point in sales document. We use this field for cash sales process & rush order process to determine immediate shipping point.

For CS & RO, we maintain '10'. *** The logic why we maintain 'Imm' in CS & RO is we dont maintain Pick-pack time & loading time in immediate shipping point.

BillingTab: Delivery Related Billing Type : If you maintain this, system will automatically take the billing type while creating invoice w.r.t delivery. the standard billing type is F2.

Order RelatedBilling Type : If you are creating invoice w.r.t. order, the system takes the default billing type from this field. The standard billing type is F2.

ex: Service, third party billing etc. This field will have relevance field in item category between, cash sales, debit memo, credit memo.

Inter Company Billing Type : Whenever sale happens between 2 companies, one company would raise invoice to another company. The standard billing type for inter company is IV.

Billing Block : If we maintain billing block here, system automatically blocks the sales order for invoice. The authorised person has to release it. The only, system will allow to create invoice. We assign billing blocks to RE, CR, DR.

Condition Type Line Items: EK01, EK02, are the cost condition types and we use EK01 if the price of the material is totally dependent on cost. We use EK02, if the cost is only statistical purpose. i.e., cost does not have any effect on price.

BillingPlanType: We have 2 types of billing places. 1. Periodic Billing (Monthly Billing) we use this in case of service contracts (or) rental contracts. 2. Mile stone billing (Activity Based). ex: Project, constructions, bank loans.

RequestedDeliveryDate/ PricingDate/ PO Date: Lead time in days : If we maintain this chk box, then it will overwrite the lead time days maintained in material master. (MRP3 View) while performing delivery scheduling in sales document. Propose delivery date: If we check this, system proposes today's date as requested delivery date. ProposePO Date : If you check this, system takes today's date as PO date. Datetype: (1) Day formats DD.MM.YY. This controls the date format. Proposal for pricing date: (A) This option will help you to determine the valid price in that validity period. Assignment: OR/RO OR/CS CR/DR FD/SDF Map the differences. CS/RO OR/FD OR/RE QC/WK1 IN/QT WK1/WK2 RE/CR CI/OR

Item categories : Item category controls the line item data of sales document without item category, its not possible to process sales documents. Each line item will have its own category. The standard item category for OR is TAN.

PROCESSRELATED: Process Order Inquiry Quotation Returns Credit Memo Debit Memo Free Of Charge Subsequent Delivery Free Of Charge Quantity contracts DocumentType OR IN QT RE CR DR FD SDF QC ItemCategory TAN AFN AGN REN G2N L2N KLN KLN KMN

Value Contracts General Value Contracts Material Specific Consignment Fill up Consignment Issue Consignment Returns Consignment Pickup Invoice Correction Request Scheduling Agreements Cash Sales Rush Order Third Party Make To Order BOMHeaderPricing:- Item category Computer TAQ CPU TAE Monitor TAE

WK1 WK2 CF CI CONR CP RK DS CS RO TP MTO

WKN WKN KBN KEN KRN KAN G2N LPN BVN TAN TAS TAK

BOMItemPricing:-Item category Computer TAP CPU TAN Monitor TAN

Item Free goods Third party IPO

ItemCategory TANN TAS TAB

MaterialDetermination:- (Substituting the products in place of goods that are ordered)

HeaderPricing

ItemPricing

Header Item TAX Sub Item taps

Header Item TAPA Sub Item TAN

Stock Transfer NLN (Plant to Plant, Depo to Depo, Plant to Depo, Depo to Plant) Service item Make to order Tent item DIEN TAK TATX

ControlsOf ItemCategories:-(T.Code:- VOV7) Paths:SPRO S&D Sales Sales Docs Sales doc item Define item categories

ItemType:-It controls the function of line item. Normal item: Any Physical \ Tangible item. ( Standard item ( blank)) B A C Text item: User manuals Value Item: Manpower out sourcing. (Resource outsourcing), Concept selling Packaging item:

Businessitem : This field controls whether to differ business data from header to item. If you check this system will allow to change the business data at item level (Billing docs Tab) i.e. we can differ business data from header to item. If you uncheck this, system will not allow you to change ( Display mode) the business data at item level. I.e. system will not allow to differ business data from header to item. VBKD- CMR - Sales, Shipping, billing data Generally we uncheck this field.

Computer Rule: This field controls when the states of line item should be completed. This field will have relation with positive negative quantity in copy controls. For Inquiry AFN A Tem will be completed with first reference . For quotation AGN B Item will be completed once you refer full quantity. For Order TAN - Blank not relevant for completion.

Completion rule is applicable to item categories where in subsequent document is a sales document. Subsequent document to sales order is delivery hence completion rule is not applicable to sales order C Item is completed after the target quotation is fully reference. KMN C WKN E - item is completes after full target value is reference.

Value contract Release order subsequence document is sales to contract completion rule applies.

Schedule Line Allowed : This field controls whether the schedule line data is allowed or not for a particular line item.

Schedule Line Allowed Blank or uncheck DIEN Service Item KMN Quantity Contract WKN Value Contract G2N Credit Memo Request L2N Debit Memo Request If unchecked there will be no schedule line tab in the order. We cannot see schedule line tab if the box is unchecked. SpecialStock : Special stock is not unrestricted stock. It is restricted stock. We have special stocks in consignment Stock [W] Make to order stock E Individual Purchase Order E This field controls special stock. This field controls which stock should be controlled while performing deliveries. In SD we see Four Item Categories having special stock indicator Make to Order TAK E Order on hand. Individual Purchase Order TABH E Consignment Issue KEN W Consignment (Cust) Consignment Return KRN W

In Individual Purchase Orders and make to order system will check sales order stock while creating delivery. In Consignment Issue and Consignment Returns System will check consignment stock while creating delivery.

Item Relevant for Delivery: This field is only applicable to Text items and value items. This field controls

whether the text item is relevant for delivery or not. If we try to check this field for normal item system gives a message. A and B is allowed only for value item and text items. Text Item = User manual (TAIX) Value Item = Out sourcing resources.

Billing Relevance : This filed controls whether the line item is relevant for billing or not. If relevant whether it is order related billing or delivery related billing. A Delivery Related Billing TAN, TAB, TAK, KEN. B Order Related Billing REN< BVN, KRN. C Order Related Billing according to target quantity G2N, C2N. F Order Related Billing states according to Invoiced quantum [MIRO]. K Delivery Related Invoice for partial quantity. D Relevant for Proforma NLN

Not Relevantfor Billing: FD KLN SDK KLN CF KBN CP KAN NL NLN D OR TAN - A RE REN CR G2N DR L2N BV BVN DIEN F B C B C C B TAB A TAK A KEN A TAN A

Relevant for Proforma

TAX KRN G2N and L2N have target quantity because schedule line allowed check box Customer give order for 10

schedule line allowed is Unchecked in third party.

quantity system generates PO for 100 quantity. We raise PO for 100 quantity. Vendor delivers 60 quantity to customer. Vendor bills for 60 quantity (MIRO) we bill customer for 60 (MIRO) quantity TAS = F.

In third party if we process with shipping notification the billing relevance in 'G' = 'K' If your want to make partial invoices to single delivery use billing relevance 'K'

Returns: This filed contrls whether the items is normal item or return item. REN KRN KAN G2N Return

If checked for TAN Net value will be negative

Billing Plant Type: Periodic Billing/ Mile Stone Billing. Weight/ Vol. Relevant: If we check this system calculates the weight based on the conversion factors in MMR (Sales Unit Conversion) and proposes in to sale document line.

Billing Block: If billing block is maintained here system blocks that particular line item for billing. The authorised person has to check and release the line item for billing then only system will allow to create invoice for particular line item.

Return REN, Credit Memo G2N Debit Memo L2N there item categories have automatic billing block while creating invoice authorization is required.

Header billing block applies to all the items in document. If item level blocking if suppose some item require block some dont then block here.

For user the billing block filed will be in grey mode only authorised person would have access to the field.

Credit active: This field controls whether to update line item value in to credit management.

If we dont want particular line item which is slow moving not to be updated in credit management uncheck for that particular item category Example: Consignment is also for slow moving items.

Credit Active

Credit active

unchecked

Order
Prod1- 20000 Credit active Prod3 -30000 Prod4-10000

FD32

Order
Prod1- 20000
Credit active

FD32

60000

Prod3 -30000 Prod4-10000

30000

Contracts & BVN, AFN, AGN, TANN, G2N, REN, KRN, KAN, KBN, will not have credit check

Pricing : This field controls whether the line item is relevant for pricing or not. X = Relevant for Pricing. B = 100% discount Blank = Not relevant for Pricing. X = Relevant for pricing system determines the pricing of line item into sales document. B = 100% Discount (i.e.,) system determines the pricing to sales document but system will deduct the total value by using condition type R100

For TANN = B 100% Discount If blank = Not relevant for pricing system will not determine pricing KLN, TAP, TATX, TAPA, TAPS there item categories no pricing, so it is blank. This field will have relationship with requirement field in pricing procedure. Determine Cost: This field controls whether to determine cost into sales document or not. Cost will be determined into sales document with help of condition type VPRS. To determine VPRS condition type the prerequisite is check this field cost. The field will have relationship with requirement field in pricing procedure VPRS Requirement 4 Determine TAE,

Statistical Value: Example BOM Computer CPU Monitor TAQ TAE TAE Pricing X Statistical X

?? If higher authorities wants to know total sales of CPU (value) for six months. In BOM header pricing scenario cost will not be there for TAE how to do this. If VP wants a report on free samples sent for particular period ??? Put Pricing X ( Statistical X ( So that we can pull reports of the value sold in particular period Pricing X In real time pricing blank will not be used mostly. KLN Statistical X

If we check statistical then value of the line item will be deactivated (i.e.,) the value of the line then will not have any effect on Net Value Total.

AUTOMATICBATCHDETERMINATION: If we check this field system determines the batch automatically while creating the sales order in regular process batch is used in delivery if we want in sales documents also check here. RoundingPermitted: This field is applicable if we want to round the selling quantity decimals. If we check this field system will round the quantity to the nearest value (liquid form or weight form etc) pricing will be calculated accordingly. OrderQty = 1 If we check this field system restricts the line item order quantity to '1' Scenario: BHEL Heavy Machineries it by mistake end user create 2 or more. Incompleteness Procedure: Item incompletion procedure contains item data mandatory fields. Status Profile: Applicable to line item. It is an item release process. Authorised person should release the item. CreateAutomaticPO: If checked system will create PO automatically in the background while creating sales order for third party and IPO processes. 3 controls for Automatic PO: 1. ALE data in definition of sales organisation. 2. Material master purchasing tab Automatic PO

3. Item category (VOV7) Create automatic PO. Item category statistics Group : Controls whether to update line item data into LIS or not. Bill of Material Configuration: Where you have main item and components StructureScope : This field controls whether to explode bill of material or not and also it controls whether to explode single level born or multilevel BOM. Single Level BOM Multilevel BOM A B TAQ & TAP

For item Categories TAQ and TAP we find structure scope.

ValueContract : This field is applicable one for value contract general WK1 [we will not have specific material in value contract we would have value (ex) 2 Cr etc]. While creating value contract general system determines the material from here to determine item category and the relevant information. WKN example: in VA41 computer is determined automatically while creating contract. Contract Release Control : This field controls the system response if the release order value exceeds the contract value. i.e., whether to allow or to restrict. A Warning B Error ItemCategoryDetermination System determines item category based on Sales Document Type Item Category Group Item Usage Higher Level Item Category Default Item Category Item Category Group: Item category group is determined from material master Sales org 2 tab. Item Category Group: NORM BANS IPO ERLA LUMF Standard Item Third Party BANC BOM (header pricing) BOM (item pricing)

Scenario 1: If we want to change the item category in the sales document based on material specific requests then use the field item category group. Example: Client requirement in slowing moving items value should not update in the system of credit management. Client business has 100 products out of that 20 items credit should not be updated in credit management. For 80 items TAN should be determined and for 20 YTAN.

Create new item category group ZORM assign to all 20 items for YTAN remove credit active check in VOV7. OR OR NORM ZORM TAN (80 Items) YTAN (20 Items)

Item Usage: Item usage comes into picture whenever a sub item is automatically determining into sales order other than BOM. System considers item usage to determine sub items automatically and its item category. Scenario: Free Goods Packing Cross Selling Batch Split Material determination FREE PACK CSEL CHSP PSHP PSEL PSA1 PSA2 Free Goods: If we are entering free goods manually OR NORM FREE TAN TANN Free goods cannot be determined in quotation and inquiry because item usage concept works only for orders which have Document Category Free Goods in consignment issue CI NORM FREE KEN KENN C into sales document then system will not consider usage while determining item category for free goods item Hence OR NORM TAN TANN

KEN will have special stock indicator 'W' and movement type 633. KENN create new item category by copying KEN put pricing B 100% free Free goods in third party OR NORM FREE TAS TASS

TASS: create new item category by copying TS and change

TASS pricing B 100% free

MaterialDetermination: OR NORM PSHP -TAX OR NORM PSEL TAX TAPS OR NORM PSA1 -TAPA Item Pricing TAPA TAPS TAN OR NORM PSA2 TAPA TAN

Header Pricing TAX

Scenario 1: Item usage can be controlled manually in one place that is in CMIR (Customer Material Info Record). If client's requirement is customers X, Y, Z if they purchase materials A, B, C system should not update the value in to credit management. Solution :- Create new item category YTAN Credit active uncheck Goto CMIR of

X, Y, Z customers. For material A, B, C put Z001 item usage. (Create new item usage before). VOV4 OR NORM Z001 --YTAN Higher Level Item Category : This comes into picture whenever there is a main item and sub item concept exists. BOM, Material Determination, Free Goods, Cross Selling Packing, Batch Split. BOM: Header Pricing Computer example : Computer TAQ OR Monitor TAE OR

Keyboard CPU

TAE TAE

ERLA ----TAQ

NORM --TAQ TAE

BOM: Item Pricing Computer Monitor Keyboard CPU TAP is determined by

Example:- Computer TAP TAN TAN TAN OR LUMF ------TAP OR NORM ---TAP TAN

Header Pricing Multilevel BOM Computer Monitor Keyboard CPU RAM TAE TAE TAP 15,000/TAE TAE TAE NORM ----

Hard Disk TAE TAE BOM in Consignment CF ERLA __ __ ZKBN - Copy ZKBN from KBN Maintain structure scope ScheduleLineCategory: VBEP It controls the schedule line data. Schedule line data consists of delivery dates and confirm quantities. DocumentType IN QT RE OR ItemCategories AFN AGN REN TAN ScheduleLineCategory AQ AT BN BP DN DN CN

CF CI CONR CP Third Party IPO

KBN KEN KRN KAN TAS TAB

E1 C1 D0 F1 CS CB

Credit Memo, Debit Memo, Contracts will not have schedule lines. T.Code VOV6
SPRO SD Sales Sales Documents Schedule lines Define Schedule line categories

Basic difference between schedule line categories with MRP Availability Check Requirement CP ScheduleLineCategoryControls:

Without MRP Availability Check Requirement CN

Delivery Block : If we assign delivery block here it will be applicable to particular schedule line (if we assign in VOV8 shipping tab its applicable to whole document). Movement Type : Any physical movement of goods requires movement type. Movement type controls (2) 1. From where to where stock is moving 2. In controls inventory account document

Inventory accounting document is generated in sales when you do PGI (Post Goods Issue). AccountingEntry : Cost of goods sold (Cogs) A/c Debit To inventory account A/c Credit

without movement type system will not allow to do PGI CP 601 1. It reduces unrestricted stock when you do PGI 2. It generates inventory accounting document COGS A/c Debit to inventory A/c. credit 651

DN -

For returns. 1. Stock will be updated (or) added in restricted stock 2. No accounting document is generated (because stock is being taken into restricted stock)

653

1. Stock will be updated in unrestricted stock 2. Generates accounting document COGS - Debit Inventory Credit

655 657 E1 631, 641

Stock will be sent to Quality Inspection Stock will be sent to Blocked Stock C1 633 D0 634, F1 632

We do delivery at supplying plant when goods are received at plant they do MIGO.

647

We do delivery at supplying plant stock will updated automatically in receiving plant MIGO in not required.

StockTransfer : NN 641 & 677 Inter companystock : NC 643 & 645 Item relevant for Delivery: This field controls whether the item is relevant for delivery or not. If we uncheck then system will not allow to create delivery for that particular item (any item) AT, BP, CS Item relevant for Delivery: ( CS its unchecked) Order type : This field will help you to generate automatic purchase requisition in the back ground while creating sales order during third party process and IPO. CS & CB Order type = NB

Item Category: Like sales transaction we require item category in purchase transactions mandatory, without that system will not allow to create purchase transaction, so here we are creating purchase requisition in the background, so we are paring item category information from schedule line category.

The item category is maintained for

CS - 5 CB - 0

- Third Party Standard

CS 5

without Shipping Notification Third Party with Shipping Notification 2

Company Invoice 6 to Customer Sales Order PR PO Invoice to Company

1 4
Customer Delivers

3
Vendor

'5' Controls even if you do MIGO (goods receipts) in third party process system will not update the stocks because system treats MIGO s Dummy. We do MIGO in third party in with shipping notification. 2
Process Invoice 6 to Customer Sales Order PR PO Shipping notification to Company

1 4
Customer Delivers

3
Vendor

Individual PO Item category CB-'0' '0' controls if you do Migo the stock will be updated
Sales Order Invoice to 6 Customer

2 5

PR

RO

1
Customer

Delivers to Customer by Company

3
Vendor

Delivery to 4 Company

M I G O

Invoice to Company

NB

P. Req del Schedule: This field we check only for individual purchase order

Process (IPO). If we check this sytem will pass the delivery dates from sales order to purchase requisition.

Account assignment Category : This field we use only for CS &CB CS 1 Third Party CB E Customer Individual Request.

This field helps to determine G/2 accounts at the time of MIGO (Goods receipt) or MIRO (Invoice requisition or incoming invoice) Vendor invoice And it also controls inventory accounting document at the time of MIGO (i.e., inventory document should be generated or not.) Fields (order type, item category, account assignment category) Relevant for Third party and individual purchase order.

Req/Assembly : If we check the system will pass sales requirements to MRP

(Material requirement Planning) a the time of saving the sales order. For CN- It is unchecked CS, CB, DN, D0, F1 unchecked. Availability : If we check this system will check the availability of stocks while creating sales order and confirm the sales order. CN, CS, CB, DN, D0 F1 Its unchecked.

Product allocation : Reserving the stocks to customer, customer groups, distribution channels to meet the future requirements. If we have product allocation concept check this indicator. If we check this indicator system will consider product allocation while performing availability check.

SCHEDULELINECATEGORYDETERMINATION T.Code VOV5 Item Category + MRP Type schedule line category MRP Type will exist in material master record (MMR) We maintain PD Planning ND No Planning TAN + PD = CP Availability Requirement

Requirement TAN + ND = CP

Availability While determining schedule line category if MRP type combination is not available system tries to determine schedule line category based on item category itself. MRP type ___ ___ ___ ___ ___ ___ ___ + + + + + + + + Item Category Schedule Line TAS = CS TAB = CB KEN = C1 KBN = E1 KRN = D0 KAN = F1 REN = DN CP Posting Stock MB1C T.Code Movement Type 561 Plant Storage Location Third Party IPO issue Consignment fill up Returns Pickup Returns Cash Sale 632 633 631 634

Error-1: Posting only possible in periods in company code. Solution-1: Goto OBY6 Select company code . Goto details (check fiscal year variant) K4 9. V3 6 OMSY Goto company code 2012 year period 6. If it wont accept MMPV and close the periods till current month & year.

Error-2: G/L account. does not exist in company code. Solution-2: FS00 give the G/L a/c number.. Company code. Create with template Copy from 1000 to our company code if there is a block reborn by ' '

Error-3: Period is not open for accounts type 'S' for G/L account 799999 Solution-3: OB52 go to our porting period variant (we find porting period variant in OBY6) go to second year change to 2012

Other errors Goto FBN1, OMS2, OMWB OPPQ OBBG Error Material not maintained for sales from India. Solution: SPROSDBasic functionsTAXESDefine tax determination rules. New entries sequence IN 1 MWST By this we get TAX field in material master record. The activity system performs when you do PGI Stock will be reduced Inventory accounting document generates A/c entry COGS a/c Debit to inventory a/c credit. Updates is document flow Delivery number will be updated in billing due list Activity system performs when you create invoice Generates accounting document. Customer a/c Debit Update in Document flow. To revenue a/c. Credit Profitability analysis document generates Cost centre documents generates. Update in credit management.

Delivery: Create Delivery VL01N Change VL02N for collective processing of deliveries VL10A Line Item wise VL10C Schedule Line wise Delivery due list VL04 or VL04N The standard split criteria for deliveries

 Shipping Point Ship to Party Into Terms Delivery date If any one of these differs Delivery splits

The standard split criteria for Invoice Payer Payment terms Billing date.

DeliveryDocument: The structure of Delivery Document Header data (LIKP) Item Data (LIPS)

Source of Header Data (Delivery -

Ship to party

Sales Document (Header) Item Data (Some part) Source of Item data (Delivery) Material Master

Sales Document (Line item data) Schedule line data Delivery Types Standard LF Cash Sale BV Return Delivery LR Delivery w/o order Reference LO Stock transfer NL Inter company Stock transfer NLCC T.Code for Delivery type control 0VLK SPROLogistics ExecutionShippingDeliveriesDefine Delivery Type. Document Category: It controls the functioning of delivery document. LF J LR T Returns

If category is J- In delivery document post goods issue tab will appear. If category is T- In delivery document post goods receipt will appear. If we keep T for LF post goods receipt will come.

NumberRanges: NR Int assignment: In delivery document also we can maintain external number. If we maintain external number system gives preference to external number range while proposing delivery document number if external number is blank then system proposes internal number. Item No increment: This field controls how the line item number should be increased is the delivery document. This field will have relationship with copy item number field in copy control.

Order Reference:

Order required: This field controls whether any preceeding document is required or not to create delivery document. LF Sales Order required NL Purchase Order required LO No proceeding document required. To create LO go to VL01N and click on the box above w/o order reference.

Default Order Type:

While creating delivery without order reference LO system

determines the below info by DL. Item relevant for delivery or not. Movement type. Whether item is relevant for billing or not. Default billing type. Whenever order required no proceeding document required or purchase order required system considers default or an type as DL and determines item category DLN. For DLN system tries to determine schedule line category CN. From CN system takes whether item is relevant for delivery or not information. From DLN system takes information whether item is relevant for billing or not (billing relevance) and from DL system takes default billing type (VOV8). and movement type

STO Process: In STO process when creating delivery system determines with help of delivery item category NLN system tries to determine schedule line category from there system picks normal type information VOV5 NLN NN.

641 Movement type 647

Item Requirement: This field controls whether to add new line item in the delivery document or not. Standard is 202 by which system will allow to add new line item in delivery document. If we wont to restrict change the item requirement to 201. Storage location Rule: This field controls the automatic determination of storage location in delivery documents we have 3 criteria or rules for determining storage location automatically in to delivery document . MALA [ Plant / Shipping Point / Storage Conditions] RETA [ Plant / Situation / Storage Conditions] MARE [ First Check MALA if not check RETA]

Determining Storage Location: Path: SPRO Logistics Condition Shipping Picking Determine Picking Location Assign Picking Location.

Shipping Plant Storage conditions. Storage conditions we maintain in material master record plant/ Storage tab. Situation: User exits according to the clients requirement (situation). Doc States Group: Controls whether to update delivery document data in to LIS or not.

DeliveryItemCategories: 0VLP MAT num '0' allowed; It controls whether to allow creating deliveries without material code or not (text items) because text items we create delivery without material number. Item Category states Group: This field controls whether to update delivery item data in to LIS or not.

Quantity: Check Quantity '0': This field controls the system response i.e., how system should respond if the quantity in the delivery document is ' 0'.

Check Minimum Quantity: We maintain minimum delivery quantity sales org. tab material master record. This field controls how system should respond if the delivery quantity is less than minimum delivery quantity maintained in MMR A Warning B Error - No message

Check Over Delivery: This field controls how system should respond if the delivery quantity is more than order quantity Warning Error. If we maintain B system will not allow users to increase the quantities in deliveries.

This field will have relationship with customer master over delivery tolerance filed in shipping tab. Note:- This filed will not work if we maintain unlimited tolerance in CMR

AvailabilityCheckOff: We perform availability check in deliveries in two cases. 1. When we are creating delivery without order reference. 2. When you are adding new line item in deliveries.

Rounding: This field controls whether to control the decimals to nearest value or not.

WarehouseControl& Packing: Relevant for Packing: Returns, cash sales are not relevant for picking. Text items and value items are also not relevant. this field controls whether the item is relevant for picking or not. Storage location required. Determine Storage Location: This filed will help to determine storage location automatically in delivery document. This field along with storage location rule in delivery type will help to determine storage location automatically in delivery document.

Automatic Batch Determination: This field is a pre-requisite to determine batch automatically into delivery document. Delivery Item Category: LF LR BV NL TAN REN BVN NLN LO NLCC EL DLN NLC ELN In bound delivery

BILLING: Structure of billing document

Source of Header

Sales Order Delivery Document Payer

Source of Item

Sales Order Delivery Document Material Master

Billing Header VBRK Billing Item VBRP

Billing Header will be controlled by Billing Type VOFA Standard Returns Credit Memo Debit Memo Cash Sale Proforma Invoice F2 RE G2 L2 BV F5

Order Related Proforma Invoice delivery related Invoice cancellation F8 S1 S2

Credit Memo cancellation -

No range Int Assignment: In invoice there is no option of external number range. Item No increment: The field controls how the item should be incremented in the invoice document.