Professional Documents
Culture Documents
SPRO --> Sales and Distribution --> Sales --> Sales Documents --> Sales Document Item --> Define Item Category Usage Item Category Usage: item category usages which control the usage of an item. Item category usage controls, for example, the system response if during document processing an item does not refer to a material but to a text item. Item category usage can also be maintained via the item categories In contracts we are creating quantity contract and value contracts in that we only put the validity period after validity period that contract will close, but customer want before one month closing the period system should alert with popup box like this contract is going to close, for this sales manager can follow up the customer for renual the contract. Getting a pop-up when the Contract is going to expire is not a Standard SAP thing. For this you need to do some programming. Instead of this the Std system has a reminder system where in the open Contracts and Quotations are popped up when you about to create a sales order. This setting is in the Sales order header, Go to -- VOV8 --- Quotation and Outline agreement messages If you want to have different number range for different sales area where the settings to be done. Number Ranges are use to define what number to be assign to sales document type. Number range can be assign Internal or external. In internal number range system automatically assigns a number to sales document according to number range define in system. In External number range user manually assigns number to sales document. For Assigning Number Range use T-Code VN01 Choose Intervals ---- Define your number range
How to configure tax? Use the following Tcodes: OBQ1 --- CONDITION TABLE OBQ2 --- ACCESS OBQ3 --- TAX PROCEDURE CAL OBBG --- ASSIGN COUNTRY TO TAX PROC OVK3 --- CUSTOMER TAX CATEGORY OVK4 --- MATERIAL TAX CATEGORY OVK1 --- TAX DETERMINATION RULES OVK6 --- ASSIGN DELIVERY PLANTS and thenVK11 to maintain the condition record for the tax rate. I raise a sales order and is getting a error stating that "sales area is not defined". 1) At SPRO-->SD-->Sales header-->Assign Sales area to Sales document - Combine your Sales Organisations, Distribution Channels & Divisons 2) At VOPA-->Assign Partner Determination procedure to your Account Group of Customer Master you are using. 3) At VOPA--> Assign Partner Functions to your Account Group & Partner Determination procedure Steps to create a Vendor Master Data at the client level and how do we extend it to different company codes? Follow the following steps: 1. Create a vendor account group OBD3 2. Define no. range for vendor account group XKN1 3. Assign number range to Vendor account group OBAS 4. Define tolerance Group for vendor OBA3 5. Create 2 GL accounts FS00 a) Purchases A/c b) S. creditors A/c 6. Create Vendor master data XK01 7. change/block vendor master data XK02/XK05 8. Define document type and no. range OBA7 a) KA b) KG c) KR d) KZ *-- Vandna How to find the strategy group in sap sd? Menu path for Strategy Group is:
Spro --> Production --> Production Planning --> Demand Management --> Planned Independent Requirements --> Planning Strategy --> Define Strategy Group. OPPT -- Maintain Starategy Group We can see Strategy Group in Material Master Record - MRP 3 - Planning -- Strategy Group. 10 - For Make to Order 20 - For Make to Stock
Q: We can define our own exchange rate types and use them instead of the defaulted types, 'M', 'B' and 'G'. How can we overwrite default types in SD? A: Exchange rate gets copied from the customer master record. Exchange rate types are to be maintained for the customer in the sales screen of the customer master record.
Shipping
Q: The PL00 condition is fine in delivery. But when we try to print to the screen or printer, an error V1032 occurs. Why? A: In order to use the Packing list PL00 (packing slip in delivery) you must do 'Packing' in the delivery note (edit->packing)
Q: we have to enter a shipping point while creating a delivery. Is it possible to create delivery without shipping points? A: When you are releasing a sales order, choose Sales document -> Subsequent functions-> Create delivery, then the shipping point will be brought in from the sales order. In all other scenarios you have to key in the shipping point. The above described scenario will only work if all items on the sales order are to be shipped from the same shipping point.
Billing
Q: SAP allows a non-inventory item and an inventory item to be in the same document till delivery but splits at the time of creation of billing document. Can we combine a noninventory item with an inventory item in one invoice? Can we treat it as a value item in sales order so that it is priced and then make it as a text item in delivery documents so that it appears in the same invoice and does not split? A1: Make the non-stock material deliverable, but not pickable. Both items will carry into the delivery, and therefore appear on the same invoice. A2: Change the copy rule for orders->invoices and deliveries->invoices to specify that invoice combination is permitted. However note that for system to create combined invoices, PO number, payment terms, sales organization, and distribution channel must be identical. Else undesirable combinations may be created by the system.
Pricing Conditions Q: It is impossible to price at the material level (matnr) , when a material has a pricing
reference (mvke-pmatn) set up against it in the master data. Pricing always look for the pref, even if a price is set up against the material and not the pref. How can we price by material and pref? A: The field used to look up at the price is defined in Access sequence. You may find a step with PMATN as material number. If you insert a step with MATNR then the system will first look for the material, if not found (use the exclusion tick box) it will look for the pref.
Customizing
Q: We generated a new condition table. Assigned the condition to access sequence. Created a condition record. Access sequence is assigned to the output type. But when we create a billing document, output screen comes up blank for the output type. When we look up Determination Analysis, we get an error "Note 524 Access not made (Initialized Field)". What else is required to be done? A: Assign output determination procedure to the header of the document and the output type. Q: How can we set up to have the VAT# be accepted in the Ship-To Master File Data Control screen? A: IMG->Fin. Acct.->AR and AP ->Customer acct->Master Record -> Prepare to Create Customer-> Define Acct. Group. Q: We want to explode Bill of Material automatically at time of Order entry and explode an Equipment BOM in the sales order. What are the setting required? A: Use an item category that is configured for bills of material for having a sales BOM to explode automatically. Standard SAP item categories are : TAQ - Pricing and inventory control take place at the BOM header level
TAP - Pricing and inventory control take place at the BOM item level These can be automatically derived using the item category groups ERLA and LUMF, respectively. Q: How can we make the Customer Group 1 (or 2, 3, 4, 5) a mandatory field? A: Logistic General-> Logistics Basic Data: Business Partners -> Customers -> Control -> Define account groups and field selection for customer Choose Customer Acct. GR. (double-click). -> Field Status: Sales data (double click) -> sales (double click) .Check the radio button against Customer Gr as REQ. ENTRY. Save the settings to make customer GR entry mandatory . Q: Is there an user exit to copy the data into planning table? A: Use user exit MCP20001 and include ZXSOPU01.
Others Q: We get a report screen: "Goods issue: Problem Log" during the delivery process when
activating Post Goods Issue button. We want to include our own error message to this list if the selected batch is not on a customer defined table. What is the best way? A: Try User exit - USEREXIT_SAVE_DOCUMENT_PREPARE
1. When you create sales order in SD, all the details of the items are copied from Material master of MM. 2. MRP and availibility check related data is also taken from MM although you control this data in SD also. 3. While you create inbound/outbound delivery with reference to a sales order,the shipping point determination takes place with the help of the loading group, plant data, shipping conditions etc. This also refers to Material Master. 4. The material which you are entering in a sales order must be extended to the sales area of your sales order/customer otherwise you cannot transact with this material. There are many such links between SD and MM. Now the link between SD and FI :1. Whenever you create a delivery with reference to a sales order, goods movement takes place in the bacgground. eg. In case of standard sales order, you create an outbound goods delivery to the customer. Here movement 601 takes place. This movement is configured in MM. Also, this movement hits some G/L account in FI. Every such movement of good s hits some G/L account. 2. The accounts posting in FI is done with reference to the billing documents (invoice, debit note, credit note etc) created in SD. Thus this is a link between SD and FI 3. Tax determination: In case of a tax determination also, there is a direct link between SD and MM
(Tax, discounts, surcharges, etc.) Milestone Billing Return Delivery & Credit Memo Integration Points Increases Inventory Updates G/ L Credit Memo Adjustment to A/R Reduces Revenue -
PS Module MM FI FI FI FI
Sales Area= Sales Org.+Dist.Channel+Division. Its Triangular intraction Sales organization / \ / \ Dist.Channel<----------------->Division Sales Org controls Distribution Channel and Division Distribution Channel: The channel that is chosen the organization to make their product reach the end customer.(Network) Division: Ex: HLL--------> Detergents, Out of Home,Food Products,Health Care Sectors/Departments TATA Motars: Trucks/Bus,Cars,Heavy Vechiles Etc... Please note it is not: Sales organization | | Dist.Channel | | Division Division is an Oragaizational Unit. The Division in the Material Master is not an Organizational Unit that can be used to maintain related fields. It is a field which is used to uniquely assign a material to a Division.
You can use tcode MASS and then select your Object type or there is few specific mass maint. Tcode is available like for PO = MEMASSPO etc. but you can use MASS also for that you need to select the object type for PO Tips for mass modification: Use object type BUS1001 and generate. Then you have to know the tables where the field you want to modify is. Pick the fields in their folder and generate again. Then in selection pick the materials or use other selection criteria. Generate again. In the upper side of the screen insert the data and click the button 'carry out a mass change'. Save and leave. Master records mass maintenance can be done: Material master, info record, vendor, PO, PR, etc. What do you mean by mass maintenance? MASS maintenance means - suppose you want to change prticaulr field of material for all the mateirl of certian plant or all the plant you can do using mass like wise for certian PO value if you want to cahnge you can use mass. There a lot of transactions for specific mass changes. MASS is also one of the transactions among them. - Mass Change in material master. MM17 - Mass change in BOM. CS20 - Mass change in work center. CA85 - Mass change in Reference opn set. CA95 - Mass change in PRT. CA75 - SU10 Mass changes to User Master. - SU12 Mass Changes to User Master Records. - CO44 Mass processing of orders. - F.80 Mass reversal of documents. - FOFO Mass release. - FOVX Mass processing of offers. - IMAM Mass maintenance of approp.requests. - KE55 Mass Maintenance PrCtr Master Data. - XD99 Customer master mass maintenance. - XK99 Mass maintenance, vendor master.
By: Rob I am following the below step: 1. Serial number profile is created. 2. Assigned sales order procedure (SDAU) and delivery proceedure to serial number (SDLS). 3. Profile is assigned in material master record 4. Assume there is a stock of 10 quantity without serial number (you can do 561 for initial stock posting ) 5. IQ01 created serial number for all the 10 stock. 6. VA01 created sales order for one quantiy 7. Assigned one serial number for this material 8. Sales order is saved and delivery and PGI is done for the same serial number and material 9. MMBE stock is reduced with one quantity 10. MB51 if check the material document in serial number TAB i can see a message that "The material is managed in serial numbers" So now my question is why I can't see serial number in material document? How can able to see that? what is the configuration required? Whatever settings you have maintained is correct. I shall share as to what happens in our business process. VA01- Sales order Vl03 - Delivery LT03- Transfer Order After transfer order there is a transaction used ZL02 where in the delivery number is entered and on executing, a screen pops up asking for the serial number. Here we enter the serial number maintained for the material and is got from MMBE. And the serial number is captured for the material. Pls check for the serial numbers in MMBE and I suppose a program needs to be created by an ABAPer for the serial number to be fetched and a transaction to be created and associated with the program. I need Serial Number Profile tables as soon as possible. T377P - Serial Number Management Profiles T377P_T Texts for Serial Number Management Profiles T377X Documents Allowed for Serial Number Management T377X_T Texts for Serial Number Management Documents T5KSN ROE Serial Number SERI Serial Numbers EQBS Serial Number Stock Segment EQSE Serial Number Records IQ09 - Check Material Serial No
In outbound delivery, post goods issue failed because of serial number, but this serial number was not assigned to any other material. Check the serial number and material with IQ03. Serial number is material specific. When I looked at the IQ03, for the serial no "#162559019S.", I realized that the status is still remain as EDEL and ESTO. Supposingly, the status should only has ESTO. Is there a way to remove the status "EDEL"? Go to IQ02, do the following steps: 1. Go to edit -> Special serial number function -> manual transaction 2. Choose "to stock" The status should be ESTO now. Try it. EDEL status shows that it is assigned to a delivery. Change it by going into IQ02 --> Edit --> Sp.Serial number Functions --> Manual Transaction and make it 'to stock' If the serial number has status EDEL ESTO that means the serial number is assigned to the Delivery, reversal PGI has not been completely performed. Once you do that then only this will come as ESTO. Please check your SD document flow if all the documents have been reversed. Click the Status of Serial Number Master record.
ESTO status In the warehouse. means .. open.. - EDEL (Assigned in delivery note). According to this status, transaction 'Goods issues' is not allowed. - ECUS At customer site
In which table name address of the sales office (SD ) is stored. Also tell in which table, description of the sales office is stored. table TVBUR-vkbur is the sales office table tvbur it contains a field called address number. ADRNR take that field(ADRNR) and compare with table ADRC-ADRNR. in table ADRC you will find name, description, address and all other data. table TVKBT -- description of sales office.
Assignment of Single sales office to multiple sales organizations. We have a scenario where we need to Assign single sales office to multiple sales organizations in CRM. When I am trying to assign sales office to more than one sales organization 1st assignment between Sales office and Sales Org is getting deleted, and only the 2nd assignment is available. At sales office level in Function tab, it is showing only the assigned sales Organization (only one sales org), how to assign one more sales org to this sales office here. The assignments are on the lower node. Which means you will go to Sales office, go to function TAB and assign multiple sales organizations there. In the change form click New entry and assign the new sales organization and distribution channela and division combination. You can assign as many combinations as needed here. 1. There are 2 version in CRM Org Model. a) SBIV (Standard Backend Integration Version) b) EBIV (Enhanced Backend Integration Version) 2. EBIV is used to handle multiple assignments in CRM system. 3. As you know we have 3 Org Units as far as Sales is concerned i.e. Sales Org, Sales Office, Sales Group. 4. In R/3 there is a standard way to maintain multiple assignments among these org units. Ex: Sales Group 'X' works (assigned) for 2 Sales Offices 'North' and 'South' simultaneously. 5. But in CRM this assignment is not as common as in R/3 and is not supported thru SBIV. 6. If you would like to have these multiple assignments made in R/3 available in CRM as well you may want to go thru EBIV. 7. Once you run EBIV you cannot go back to SBIV.
8. In EBIV divisions and distribution channels can only be assigned to sales units (sales organizations, sales offices, and sales groups). If they are assigned to any other neutral Org Units (Org Units without any Org Attributes), those assignments would be deleted once you shift from SBIV to EBIV.
What are the steps to create a sales order? To create a standard sales order, proceed as follows: In the initial screen, choose Logistics - Sales and distribution - Sales. Choose Order - Create (VA01). Enter the order type and, if necessary, the organizational data. The values for sales organization, for distribution channel and the division are usually proposed from user-defined parameters. Entries for the sales office and the sales group are optional. The sales areas (sales organization, distribution channel, division) are derived from the soldto or ship-to parties. This means that you do not have to enter the sales area when you create a sales document. If you do not specify a sales area in the initial screen, the system uses the sold-to or ship-to parties, which you entered in the overview screen, to derive the sales area. If there are several sales areas for that particular sold-to or ship-to party, you can choose the right sales area in the following dialog box. The system then copies the selected sales area into the entry screen. Choose Enter. Enter the following data: - Sold-to party or ship-to party If you only enter a ship-to party, the system uses this to determine the sold-to party and if necessary, the sales area. If there are several sold-to parties or sales areas for one ship-to party, a dialog box appears where you can choose the one you require. An error message appears in the status bar to inform you if the system is not able to determine a sold-to party. If you enter a sold-to party that is also a unique ship-to party, the system automatically copies it as such and informs you in the status bar. - Customer purchase order number - Material numbers - Order quantities for the materials - Choose Enter.
If, for example, you defined several unloading points or several ship-to parties in the customer master record of the sold-to party, the system displays the alternatives in a dialog box. The system can display alternatives for any or all of the following data: - Unloading point - Ship-to party - Payer - Bill-to party Select the valid data from these proposals by positioning the cursor on the line and choosing Choose. As soon as you have selected this data, the material data that you have entered is displayed. If the system carries out an availability check and finds that there is insufficient stock for an order item to be delivered on the requested date, it displays a screen on which you can choose between several delivery proposals. You can find more information about this in Reactions to the Availability Check in Sales Documents. If you want to enter further data for the header or items, choose the corresponding menu entry. If you want to change data for the items, select the items before you choose a menu entry. Enter all necessary data. Save your document.
Usually, after checking, you will find that someone have actually change the configuration as it could not be a software bug since you have been using it for quite sometime without any problems. The date is control by each Sales Order Type for each Sales Document type whether is it a - OR - Standard Order, - RE - Returns etc. Verify the Sales order type configuration with the following path: IMG: Sales and Distribution --> Sales --> Sales Docs --> Sales Doc Hdr --> Define Sales Doc Types (transaction vov8) will let you control this by sales document type. There is one field (Lead time in days) which "specify the number of days after the current date that the proposal for the requested delivery date in the sales document should be". This should be blank if you want the system to propose current day for delivery date. SAP SD User Ticket: Confirm quantity date is next day. I have created a sales order for 6 Tons. I have a stock of 10 Tons which is not reserved for any Sales order. I mean it is unrestricted stock. After creating sales order system should show as Doc date for confirming quantity for dispatch but it is showing the next day in the schedule line. What could be the reason? The reason could be there should be processing times configured in the system like..pick/pack times, transit time. Please check the shipping point and also the route for different lead times. The other possibility could be holidays. First check what the requested delivery date you have put in the order. Next check the lead times, for that you can go to the schedule line of the item and click on the Procurement tab. Check in OVLZ ---> In Pick/pack time workdays, any value is maintained there. For example, if 5 is given in this field, even if stock is available on the same day of order creation, system will allow to do PGI only after 5 days from the date of order created. Also go to VOV8, select your sale order type and check the Field "Lead Time in Days".
I'm using service material in my sales order and I need the schedule line to confirm the quantity always in the actual day (not depending on the delivery date). T. Code: VOV8 Select your Sales Doc. type and Double-Click. In Tab: Shipping,
Check Box: Immediate Delivery (press F1 to read more about this functionality). Note: There are few more settings that you may check: 1. T. Code: OVLZ Field: Pick/pack time wrkdys whether you have maintained any value. It should have been blank 2. T. Code: VOV8 Check how many days mentioned in Lead time in Days. If it is mentioned any days, remove it. 3. T. Code: OVZ9 Checked the Box: Check without RLT . 4. Check in material master MRP2 view how many days are maintained for the fields InHouse production and GR Processing Time.
Define whether the Material can be used at which Sales and Distribution process
Here you define how the system responds when entering a sales and distribution document with this material in the differenet Sales and Distribution Process Flow.. You can use the material status, for example, to prevent orders from being entered for parts to be discontinued. OR To temporary block the creation of Sales Order for a certain materials.
Set the material status parameters in transaction SM30, Table Views V_TVMS. Click Maintain and double click into the Materials Status code. You can set three types of reponse for each Sales and Distribution process :1. no dialog 2. warning when entering the document 3. error message (that is, the sales and distribution document cannot be entered on the basis of the material status)
- Free deliveries - Returns - Deliveries of advertising materials You can also make cost center allocation dependent on the order reason, for example: Order reason: Damage in transit Order reason: Free sample Both the IMG settings are done in transaction OVF3, either with/without the order reason.
It specifies the following points: - whether an availability check and a transfer of requirements is carried out for a transaction (for sales documents, fine tuning using the schedule line category is possible), - whether the requirements are relevant for MRP, - the allocation indicator from the sales view which controls the settlement of customer requirements with requirements - whether an item is to be settled to an auxiliary account assignment, - the settlement profile,
- the results analysis key. (Use transaction SM30 for V_* configuration) OVZH - Requirements type V_TVEPZ_V - Assignment of requirement type to Transaction V_TVEP_V - Schedule line category OVZ2 - Define Checking Group V_TMVFU - Define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record.
Explain transfer of requirement? How it works and how to configure? It specifies the following points: 1. Whether an availability check and a transfer of requirements is carried out for a transaction (for sales documents, fine tuning using the schedule line category is possible), 2. Whether the requirements are relevant for MRP, 3. The allocation indicator from the sales view which controls the settlement of customer requirements with requirements, 4. Whether an item is to be settled to an auxiliary account assignment, 5. The settlement profile, 6. The results analysis key. When a sales order is raised, then the system check for availability of goods. If the availability of goods is not there, then the system creates a TOR for the supply of goods to PP. Then PP can do procure or produce the goods. This can be configured by creating requirement class and requirement type and in the corresponding schedule line category requirement had to be checked. The MRP department is informed about the quantities and deadlines by which incoming orders should be delivered. The system checks the availability of the goods based on the requested delivery date of the customer and creates MRP records which contain all necessary information for passing on to planning. It ensures that the goods are available in time for the delivery. Materials planning transfers the reported requirements and creates orders or purchase requisitions from them etc.
The following sections on the transfer of requirements describe how to control the transfer of requirements. The transfer of requirements is basically dependent upon the following factors: - requirements type - requirement class - check group - schedule line category The transfer of requirements is controlled globally using the requirements class which is derived from the requirements type for all sales document types. For the sales document types, fine tuning is also possible at schedule line level. This fine tuning is described in the section "Defining the procedure for each schedule line category". Note that the requirements classes are also used in production so you should coordinate any changes to the requirements classes with production. The requirements type and, eventually, requirements class are determined in the strategy group so all changes made there should also be coordinated with production. For performing transfer of requirements, you have to carry out the following steps: 1. Each requirement type has to be allocated to one requirement class only. 2. The transfer of requirements must be switched on at requirements class level, the sales documents at schedule line level. 3. You must define a check group. It is possible to have this check group proposed for the initial creation of a material master record. 4. Note that a plant must exist for transfer of requirements to be carried out at document item level. Requirements transferred to planning are further processed in the module MM. You must, therefore, coordinate the transfer of requirements with the module MM.
In the standard SAP R/3 System, the elements of tax calculation are predefined (for example, tax condition type "MWST" for taxes on sales and purchases). Assign the plant for Tax Determination in OX10, using the country key, the SAP System recognizes which tax type is valid for a plant and thus which taxes are relevant when creating an SD document. Define the Customer Taxes in OVK3, you will maintain the tax code in Customer Master. Define the Material Taxes in OVK4, which will then be maintain in Material Master. For example :MWST GST MWST GST
Now, you define the Tax Determination in VK12. VK12 - Domestic Taxes/Export Taxes Condition Type MWST Customer Taxes 0 0 1 1 Material Taxes 0 1 0 1 Rate Taxes 0% 0% 0% 9%
In this example, if both the Customer Master and Material Master Tax code is 1, Tax will be included when you create the Sales Order.
3) Now, at VK11 you need to mainatain your pricning conditions with all the combinations like: 10 11 01 00 4) While maintaining your Material Master Records or Cusotmer Master Records, you must identify, which are tax liable and which are tax exempeted. 5) In anycase, as a SAP standard Best Practises, while processing a sales order, you must retrieve a Tax condition record from SAP database only and not entered Manually. Accordingly, at V/06, the MWST condition Defintions, the field for 'Manual Entries', it would be marked as - D (Not possible to process Manually). Due to this setting, normally, you cannot maintain Condition tax code during sales order processing. And in Cusotmer Master, you can only maintain Tax Indicator and not Tax Code. 6) In case your client insists for Manual entry of Tax code during Sales Order processing, you can change the field at point 5) above to C-Manual entry is priority instead of D.
Now, the pricing procedure that is there in 4.7 is Factory sale with formula-JFACT, in which the CST condition type is JIN1 & the LST is probably JIN2. There may be surcharge cond types as well which will calculate the amount on either JIN1 or JIN2. For config : 1.SPRO > S&D > Basic fn. > Pricing > Pricing control > Define & assign Pric. procedure > Maintain Pric proc. 2. The tax rates are normally driven from the Tax classification of Customer & Material access. To do this config, S&D >Basic fn. > Taxes. You need to include the condition type for country IN in 'Define tax determin rule'. 3. Same path : But go to Tax relevancy of master records where you configure the condition type & options of rates that will flow to these masters. One needs to understand here properly as u need to have unique combinations for picking the sales tax rates. I will try to demonstrate the smallest example. Let's say, the LST rates are 2%,4% & 0%. I will have two options for material master here. 1 for taxable & 2 for not taxable. For customer master, I will have 1-LST 2%, 2-LST4% & 3-LST0%. When I create master records for LST thru VK11 for JIN2, I will chose the access where the combinations of customer & material tax classifications are available. If this access does not exist create it under an access sequence. But normally this is standard. The condition records will look like, Cust-Tax classi. Material tax claasi. Rate Tax code 1 1 2% A1 2 1 4% A1 3 1 0% A1 Remember, rates are flown from the tax codes. Tax codes can be created thru T code FTXP. This is normally a FI job
for component supplier customers (namely Automotive). The customer will provide you 4-10 weekly buckets (usually a Monday date) of future forecast qtys. Also send you 1-2 weeks of individual FIRM ship dates - which are entered on the JIT. It comes down to the customer not knowing exactly what they need next week, but they don't want to suprise you with a large order qty, where your lead times are 5+ days. The forecasted qtys they sent last week should account for this. (2) Cumulative Quantities are tracked and influence how the schedule agreement passes requirements to both forecasting and shipping. These qtys are sometimes requested by the customer on ASNs. Cumulative qtys reset at year end unless you've got a customer calendar or you've modified standard SAP userexits to not reset. Schedule agreements are very nice when the customer sends EDI data (830s = forecast or 862s = JITs). Outside of that they can really cause trouble regarding daily maintenance, missing requirements, cum qty corrections, year end processing, etc. One alternative would be to use customer independent requirements - entering the weekly, monthly forecasting qtys and entering standard sales orders (with or without multiple schedule lines) to represent the true firm qtys.
-click on "change field values" button. you see all the old values are changed to new values. -save Note: it will take some time depending on how many records you have. Check: Go to [SM37] and see the status of the job you are running and once finished, export the spool file to a spreadsheet. Before you do mass maintenance, go to the particular table in [se16] and get the results. Then do the mass maintenance and compare the results with this one. If they match, then you are good to go. Note: If you have any user exits that affect the results, ask them to deactivate the MODCHECKS still you are done with mass maintenance & activate them again. Is there a way to change the billing date on a ton of sales orders with same old billing date to a same new billing date? This can be done using the mass transaction: Transaction: MASS Object Type: BUS2032 Tables: SD Document: Business item data Sel Field: Billing Date (MASSSDHE and MASSSDPO) - Or you can just select by document numbers (May be more efficient) Execute - List will be provide for changes Sel Chg Fld: Billing Date Set new billing date value in the New Values field Click on lower billing date column Click on Carry out a Mass Change button Click on Save button Suggestion is to test this on a few orders in your development system to get a feel on how this works before applying this to any production data. MASS is a very powerful tool. I have 100000 sales orders whith an incorrect price and I would like to do a massive condition update with pricing type "B" (Carry out new pricing). Is there a transaction or program for this? Go to VA05 execute the report. Select all sales orders you want to update the price, Go to the Menu EDIT --> MASS Change ---> New Pricing. System will display all the re-pricing options. Select B. It will re-price all the sales orders. You can try for one or two order initially check the results and if it is OK, then you can do for others
As such SAP standard does not provide release strategy for sales orders similar to purchase orders. However this requirement of your can be satisfied through authorisation profiles; what I mean to say is that the sale order to be kept incomplete by the person who does not have the required authorisation & the person with proper authorisation will complete it for further processing. This is only one way of meeting your requirement. Balraj G Saigal In order to emulate a release strategy similar to purchase orders you can use the status profile in sales documents (BS02). IMG-Sales and distribution-Sales-Sales documents-Define and assign status profile.
Now payment of rebates: Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period. These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created Customer account/ is debited and Accrual provision account is credited. Also, please note that when rebates are created without dependent ona material but on customer/material you need to refer to a material for settlement. With Compliment: Srini I have this same problem found in: http://www.sap-img.com/sap-sd/rebate-process-with-ref-to-so.htm However, can somebody explain it as I have problem in understanding the link. What exactly do you wish to know in Rebates? The total outline of the Rebate process or each and every step in the SAP system? First of all rebates are more or less discounts which are offered to customers. The rebates are based on the volume of the business the customer does with you within a specified time. for eg if the customer agrees for Rs.1 Crore worth of business with u in 1 year, then you activate your rebate porocess. if at the end of the year the customer DOES achieve the target u offer him say 2/3/4 % whatever is decided. The rebates are passed on to the customer in the form of Credit notes. The rebate can be given to the customer at one time or in installments also. This is broadly the outline of the rebate process. R.Sreeram Note : I recomend you to study the theory part of why rebate and why not a discount. This will help you understand better. May be I can help you with rebate process.(IN -IMG) 1. define a rebate agreement type 2. define a condition type group 3. define a condition type and place this condition Type in the pricing procedure.(REQUIREMENT=24) ALSO IN THE PROCEDURE- ACCRUAL KEY = ERU YOU ALSO HAVE TO DO THE ACCOUNT DETERMINATION FOR REBATES. Once you have defined all the 3 and assignment starts.
Assign the agreement type to the condition type group Assign the cond type group to the condition type. Condition technique is also used in rebates. REBATE ACTIVATION- IN CUSTOMER MASTER, SALES ORGANISATION AND FOR THE BILLING DOCUMENT. After having done this please proceed to maintain the condition record for the rebates (transaction code-vbo1) Note: if you maintain the requirement coloumn with the requirement as 24 - the rebate will be affected in the billing document and if you dont give the requirement as 24 your rebate will be affected in the sales order. The rebate process is completed when you have created a credit memo to the customer. The document type for the partial settlement is R3. Please make sure you open two screens SO THAT YOU CAN COMPARE THE NEW ENTRIES WHAT EVER YOU'RE DEFINING WITH THAT OF THE STANDARDS or first you try with the standard condition type boo1, boo2 boo3 boo4. AFTER YOU HAVE FINISHED A COMPLETE SALES CYCLE OF CREATION ORDER , DELIVERY AND BILLING. GO TO THE CONDITION RECORD IN CHANGE MODE (VB02) AND SETTLE THE ACCOUNT PARTIALLY. I hope this will be of any help to you. Praveen In a simple way, 1. First you need to create a Rebate agreement. 2. Create condition record for rebate giving the rebate rate and accrual rate. 3. when the rebate relevent billing doc is generated, the rebate and accruals are determined and posted in a seperate GL account as a noted item - amount to be settled. Also it gets copied in the rebate agreement. 4. create settlement run using credit memo request and then credit memo to settle this amount with the customer. This is what the link says.
If I need to make a rebate for a customer what is the process involved. I am providing some info on rebates which I know. Rebate agreemnts is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreeements specifying the rebate rate + the accrual rates.condition records specify the rebate rate and the accrual rates. Consider an example.. You decided to give a rebate of 3% to a customer whose sales vol is $1000 for a particular SO Then the rebate value is $30.. Now when you make the rebate settlement by doiing the Credit memo and you decide to pay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer Procedure: Rebate agreement: Transaction code: VB01 When you go to VB01, choose agreement type 0002 and then in conditions give Material rebate 1 20 20 30 Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6 Now check VB03 and see rebate agreemtent it will say Accruals 120 and payments 0 since your rebate is not settled still. Rebate setllement Go to VB02 enter ur sales deal no, and change the agreemetn status to B then enter Shift+F12 and enter the amount to be paid for example u say $80 Then check in rebate payments rebate doc and partial setllemetn since you have not paid in full. View the credit memo request Remove the Billing bloock Go to VA01 and put order type G2 ,,,go to create with ref and enter ur Sales order no,,,save the doc now... Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting Now the final settlement will be this way Accruals:120 Accrual reversed:80 Rebate pay:80 Amount payable:40
So the balance 40 is still the accrual This is an example how a rebate will be processed with ref to a SO with an example. SAP SD Tips by: Priyam
Note that in consignment fillup and consignment pickup there are no invoices since there is no change of ownership for the materials.
How to perform a consignment order? In consignment orders you are allowing the stock to sit in your customer location. Once he informs that he used the stock you will invoice him. If he returns the stock you will accept the stock to take it back. It is defined in 4 steps. 1. Consignment fill up: Sales document type is KB Item category KBN shedule line category E1 In this step, you are not invoicing the customer. document flow is sales order ---- delivery item category. It will not be relevent for billing and pricing because you are not charging money for these goods in this step. In schedule line category, you will set movement type 631 & set for availability check and TOR. 2. Consignment Issue. Once the customer informed you that he used all the goods or partial goods then you will create consignment issue for used goods. Sales document: KE Item category: KEN shedule line category: C0 or C1 Here you are invoicing the customer(because he used the goods). you are assigning the delivery documnt and billing document to the sales document. In item category, you are setting relevent for billing, pricing, special stock. In schedule line category, your setting is 633 movement type, relevent for availability check & TOR. 3. Consignment Return: Customer found that some goods are damaged or he not able to sold the goods he want to send it back. that you are creating this document. Sales document type: KR Item category: KRN Shedule line category: D0 You will assign delivery document and billing to sales document. you will create return order, return delivery, return billing.
Your setting item category relevent for billing, returns, pricing, special stock. Your setting schedule line item category: 634 movement type, NO availability NO TOR. 4. Consignment Pick up: Even if you create the consignment return the goods are not come to direct to your plant. For that you need to create consignment pick up. here the owner ship is not changing so you do not need to create billing. Assign retrun delivery to sales document type. Sales document: KA Item category: KAN schedule line category: F0 & F1 Your setting item category relevent for returns. any shedule line category relevent for 632 movement type, MRP, availability check, delivery. Now you check your plant stock. Stock will increase.
1.Run trans. VBN2 to first create master record for free goods as follows: Enter following information in selection screen: - Free goods type: NA00 - Sales org, distribution channel, customer # and execute. Now in next screen create the record as follows: - First select the exclusive button and verify that you are in exclusive view. (that is if you want exclusive) - Material#, Min qty - Say 34 cartons. (check in what units you want to manage) From: 34 cartons unit of measure: Free goods: 12 Pcs Unit of measure: Pcs Calcualtion type: 1 or try the other options Deliver control: Blank or any of the other options suitable to you. Now save and exit. Now run VA01 for 34 cartons and press enter. The system will automatically propose the free goods
item at no additional charge. Try higher order qtys and see if the free goods qty are scaling up. If not adjust the calculation parameters in the master record screen It should be transaction VBN1. Sorry for the error. VBN2 is to change the record. VBN1 creates it. Kris J
If you want to give free goods to some of the customers than 1. create a customer group say 99 for FREE GOODS In Free Goods Menu: 2. add a feild catalog for CUSTOMER GROUP 3. create a condition table (free goods) say 555 only for customer group 4. create a sequence say FREE with condition table 555 5. create a condition type say FREE with 6. maintain pricing procedure say ZFREE with condition type FREE Now assign: 7. Active Free goods Determination or Assign with your sales organisation this procedure ZFREE 8. Create free goods determination with transaction code /nvbn1 for FREE with Key Csuomer Group 99 for exclusive Give customer Group say 99 and from 34 to 34 free 12
If a field has no field name, it cannot be allocated to a group. The usage of the field groups (modification group 1-4) is as follows: Modification group 1: Automatic modification with transaction MFAW Modification group 2: It contains 'LOO' for step loop fields Modification group 3: For modifications which depend on check tables or on other fixed information Modification group 4: is not used The FORM routine is called up for every field of a screen. If you require changes to be made, you must make them in this user exit. This FORM routine is called up by the module FELDAUSWAHL. With Compliments by: Taner Yuksel Actually suppressing fielding sales orders userwise is quite easy. We are doing it in our company. For this we use userexit FORM USEREXIT_FIELD_MODIFICATION in MV45AFZZ. Below is the sample code IF SCREEN-NAME = 'VBKD-ABSSC'. AUTHORITY-CHECK OBJECT 'ZMV45AFZZ' ID 'SCRFNAME' FIELD SCREENNAME.
IF sy-subrc = 0. SCREEN-INPUT = 1. else. SCREEN-INPUT = 0. ENDIF. endif. You place the authority check object in authorization profile in the role of the users, who should have access to the field (in this case it is VBKD-ABSSC), and there assign the corresponding fields that are to be accessed via this userexit.
A1) Normaly we use batch determination at delivery level, because at the time of order material may or may not be created.for this material should be configured with batch and batch determination should be checked in sales views of material. A2) Batch Determination during order Creation. For this you need to maintain a Classes d for you Material. Depending on the Manufacturing process you can define the characteristics for your material. Ex: Purity for Medicines, Resistance for Electric Items. You need to create a class (You might have to create a new class type) which incorporates the characteristic. First Create the Characteristic Using Ct04 and then using Cl02 create the Class including this characteristic. Then in your material master Classification View Enter this class. Then Create a Batch for the particular plant and Stor Loc using MSC1N.Give the value of the characteristics in this batch. Then go to SPRO ->Logistics General ->Batch Management and maintain the Condition Technique (Procedure, Strategy Types and assignment to sales docs etc). Then Create the Batch Determination Record using VCH1.
"Item proposal is same as product proposal & SAP uses the two terms interchangeably. "An item proposal is a list of materials and order quantities that can be copied into the sales order. Items can also be selected from a list and copied into a sales order." 1) Use transaction [VOV8] to configure the document type ("MS" for product proposal). 2) Use transaction [VA51] to create a proposal. 3) Enter the item proposal on the sales area data (sales tab) of the customer master record. 4) In [VA01] to create a sales order, Select Edit & propose items." Material determination: "Material determination uses the condition technique to swap one material for another when certain conditions apply. Material determination is triggered by the material entered in the line item of the sales order. Use transaction [VB11] to create a material determination condition record. And [OV12] for configuration of material determination. Material determination is useful when old product is becoming obsolete or a new product is released by the company at specific date."
Create a Material - KMAT type with Item category (002) Create Charateristics in CT04 - Zbike, where in values mention the Color of the bile like Red, Blue etc Create another characteristics in CT04 - ZPrice, where directly go the additional data tab and maintain the table SDCOM and field VKOND (ABAP Dictionary it will ask for) Assign these two characteristics to a Class in CL01 - ZBikeclass ( Type 300) in characteristics tab page. Then go to CU41 Configuration profile select the material and enter the description click on the class assignment ie assign Zbikclass. Now go back to CT04 - enter Zbike -go to values- select Red- go to extras - Other Dependencies - Select Procedure enter in front 10 write - $self.ZPrice='Red' and save Now go back go to extras - Other Dependencies - assignments and assign relationship ( by default it will come just save) Now select Blue- go to extras - Other Dependencies - Editor - Select Procedure enter in front of 10 write - $self.ZPrice='Blue' and save Now go back go to extras - Other Dependencies - assignments and assign relationship ( by default it will come just save) Now go to VK11 - Enter VA00 (Condition)(For Std RVA001 Pricing Procedure) enter variant Red and Blue give the rates accordingly and create the sales order. *-- Shaik Zaheeruddin
Tell me about variant configaration? What are the type of questions we can expect in that? Variant configuration is used where you have a configurable material like computer (made up of components like processor, monitor, keyboard, mouse etc). These components are called as characteristics in variant config. Again this will be having values like processor can be either P4 or P3, monitor can be 15" or 17" etc. Based on the values selected the variant pricing will happen using the condition type VA00. Possible questions you can expect are: - What is variant configuration? - What is characteristic? - What is value? - What is class? - What is configuration profile? - What is dependency and what are the types? - What is a variant table? - And the transaction codes for the above.
The Current Number field will be kept zero as you are proposing new number range and no sales documents have been created on it , Obviously..
*1 is a Unique Two digit Alphanumeric Key, while proposing your key, you should ensure that it should not be there in the system as existing. If you propose a key that is there in the system or if the Number Range (Start and End Series) is there in the system already, the system will throw a message that Interval already already exists. So choose a key that is unique, and which is not there in the system. Here , by making this , you are assigning a Key to a Number Range Series. All the symbols can be used along with numbers from 0 to 9 and Alphabets from A to Z and in any order. For example: !1, ^A, BB,Z*,M2......... Assigning - In Assigning, you assign the particular Sales Document to the Number Range you have already proposed as above. The Assigning Part is done as follows: The Two digit Alpha Numeric Key is maintained or Assigned to the respective Sales Document type in V0V8. This can also be reached in IMG by: Sales & Distribution-->Sales-->Sales Document Header-->Define Sales Document Types Locate the particular Sales Doc Type, and double click on it to display it configuration. Here you put the Two Digit Number key in the Field- "Number range External Assignment" Besides this: If a new Shipping Point is created then Delivery Number ranges are required to be maintained. Similarly, If a new Plant is created then Billing Number Ranges are required to be maintained.
memo request. The credit memo request is blocked for further processing so that it can be checked. If the request is approved, you can remove the block. The system uses the credit memo request to create a credit memo. You can use credit memos in Sales and Distribution (SD) for assigning credit memo requests to the open invoices and in Financial Accounting (FI) for assigning credit memos and payments to the open invoices and carry out clearing with them. If you use both Financial Accounting (FI) and Sales and Distribution (SD), there is a 1:1 relationship between the credit memo request and the credit memo item posted in Financial Accounting (FI). As soon as you bill the credit memo request together with other sales orders, or distribute the items of one credit memo request to several billing documents, the assignment is no longer valid and the system will not process it. For credit memos, credit memo requests, and payments, you have the following assignment options: - Assignment to a single invoice - Assignment of a partial amount to an invoice - Assignment to several invoices When you post credit memos, the payment programme processes them automatically. If the credit memo is specifically related to a particular open invoice item, the payment program automatically attempts to offset the credit memo against the open item. If it is not possible to completely offset the credit memo against an invoice, you can post a debit memo to the vendor, who is to reimburse the amount. Then you can apply a multilevel dunning program. 3. Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. If the prices calculated for the customer were too low, for example, calculated with the wrong scaled prices, you can create a debit memo request. The debit memo request can be blocked so that it can be checked. When it has been approved, you can remove the block. It is like a standard order. The system uses the debit memo request to create a debit memo. 4. As mentioned above, creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. For this first create a sales document with the order type for a credit or debit memo request. You can create the debit or credit memo requests in the following ways: Without reference to an order With reference to an existing order Here you enter which order the complaint refers to. With reference to an invoice Here you enter which invoice the complaint refers to. In all cases, you specify the value or quantity that should be in the credit or debit memo 5. You can block the credit or debit memo request from being billed in Customizing. Go to Sales -> Sales Documents -> Sales document header -> Define sales document type and select the billing block field in the billing section. This request can later be reviewed along with similar ones, - if necessary, by another department. The request for a credit or debit memo can then be approved or rejected.
Assignment to a single invoice Assignment of a partial amount to an invoice Assignment to several invoices
When you post credit memos, the payment programmed processes them automatically. If the credit memo is specifically related to a particular open invoice item, the payment program automatically attempts to offset the credit memo against the open item. If it is not possible to completely offset the credit memo against an invoice, you can post a debit memo to the vendor, who is to reimburse the amount. Then you can apply a multilevel dunning program. 3. Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. If the prices calculated for the customer were too low, for example, calculated with the wrong scaled prices, you can create a debit memo request. The debit memo request can be blocked so that it can be checked. When it has been approved, you can remove the block. It is like a standard order. The system uses the debit memo request to create a debit memo. 4. As mentioned above, creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. For this first create a sales document with the order type for a credit or debit memo request. You can create the debit or credit memo requests in the following ways:
Here you enter which invoice the complaint refers to. In all cases, you specify the value or quantity that should be in the credit or debit memo. 5. You can block the credit or debit memo request from being billed in Customizing. Go to Sales -> Sales Documents -> Sales document header -> Define sales document type and select the billing block field in the billing section. This request can later be reviewed along with similar ones, - if necessary, by another department. The request for a credit or debit memo can then be approved or rejected. Use the same Invoice Script/smartform for Credit/debit memo's INVOICE Output type : RD00 ScriptForm Name : RVINVOICE01 Driver Program Name : RVADIN01 smartform name : LB_BIL_INVOICE Smartform Driver Pgm: RLB_INVOICE
Tcode : OMGN
Assign its Sales area to the delivering plant Assign the document type and Delivery type NB and NLCC Assign the Supplying plant --> Receiving Plant --> NB Take the delivering plant and assign the sales area. Vendor master has to be created and assaign the supply source ( Delivering Plant). Create a puchase order ME21N ---> Save Delivery VL10 G ---> Calculation rule (appropriate) --> Assaign the purchase order number here and execute. Select the Delivery creation line and do the back ground process. Start the log display and see the delivery document number by the documents button Goto VL02N --> do picking and PGI --> Then do the MIGO with respect to the delivery document. Billing (Intercompany pricing conditions should be set).
Explain the Inter Company Sales Process. In SAP sales & distribution module, an intercompany sales occurs when the selling organization belongs to a different company code than the delivering plant. The transaction path for accessing intercompany sales billing is: IMG >> Sales and distribution >> Billing >> Intercompany billing Let us take an example to understand intercompany sales better. Suppose there are two company codes namely 1000 and 2000. A customer may place an order for goods in sales organization belonging to company code 3000. However, the goods may be manufactured by a delivering plant belonging the company code 1000. A sales order is created indicating delivering plant of company code 1000. The sales organization then invoices the customer for the materials purchased. SAP R/3 automatically creates an intercompany billing document at the same time as the customers billing document is created. This intercompany invoice is sent from the delivering plant to the selling sales organization. As a rule of thumb, when dealing with different company codes, one may find a need to transfer stock between two different company codes. However, if the stock be transferred within the same company code, there is no need for an intercompany transaction. But in case the stock is transferred between different company codes, a transfer of value occurs and is an intercompany sale. --In inter- company sales process, no PO will raise. While creating sales order, if the end user knows there is no stock on their plant, they request for their sister concern company to deliver these ordered goods to the customer directly, after delivery they will receive intercompany invoice from the delivering company code, thats the reason you enter delivering plant while creating sales order. Below is the inter-company check list: Check all your settings once again for creating inter-company billing: - Material should exist in both plants. - Stock will be maintained in D-Plant (Delivering). - Now Plant - R (Receiving) become the customer of Plant-D. So create a dummy customer in Plant-D's company code and sales area. - Assign this customer number to Plant -R's details & its selling sales area. - Maintain the intercomapny billing type (IV) in ur sales doc type (OR). - Assign the Plant-D to selling sales org+ dbt channel. - Maintain relevant copy controls between documents.
- Determine pricing procedure for Standard (RVAA01) as well as Intercompany (ICAA01) (Note: Dummy customer's CPP, IV doc's DPP along with Delivering plant's sales area) - Maintain the condition records for Condition type PI01- VK11 (Note: In ICAA01, you won't find any PI01 Ctype, but you'll find IV01-, if you observe the details of IV01 C.type in V/06, it has the ref Ctype as "PI01" , through which the condition record of PI01 is shared to IV01 also..) - Now create VA01, enter the required fields, in delivering plant -enter Plant-D, @ item level as well as @ header level, and save, - Create Delivery VL01n, with ref to SO, - Create Billing VF01 (with ref to DEL)--- observe bill type-F2, - Create Billing VF01 (with ref to DEL again)--observe the bill type-IV.
2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category Schedule Line: 1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New. 2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type. Step 2: IMG > Logistic Execution > Shipping > Deliveries > 1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New. 2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New. 3. Define Number Ranges for Deliveries: Ensure to maintain number range. Step 3: IMG > Sales and Distribution > Billing > 1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New. 2. Define Number Range For Billing Documents: Ensure to maintain number range. 3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc. The configuration differs from scenario to scenario & requirement of the client.
This functionality is not available in the standard SAP. If you want the system to check the stock at a specific storage location, the storage location has to be entered manually at item level or you have to go for development so that it will be defaulted under the specific conditions specified. You have to create a Z-table and maintain the table with data under which that specific storage location has to be determined. A userexit has to be used so that it will default the appropriate storage location after checking the table. Storage loction determination in Sales order is only possible via a user exit. You cannot configure storage location into sales order: you need to use user exit MV45AFZB USEREXIT_SOURCE_DETERMIN or You can use userexit_save_document Userexit_save_document_prepare or The relevant forms to be used are: USEREXIT_MOVE_FIELD_TO_VBAK -- to default in Header. USEREXIT_MOVE_FIELD_TO_VBAP -- to default in item. User exit: MV45AFZZ --Standard SAP can't determine storage location at sales order level. If required to give manually. But at deliver it'll determine automatic. Do the proper settings at Delivery level: SPRO --> LOGISTICS EXECUTION --> SHIPPING --> PICKING --> DETERMINE PICKING LOCATION --> Define Rules for Picking Location Determination.
If sales order level by default require, then you have to use user EXIT
Open Sales order : I will explain taking an example, suppose there is an order for 100 qty and against this order, only 50 are being delivered till its delivery date . i.e. it is partially delivered. then its status will be open . because it is not fully delivered. You can check the open order status in VA02 in status tab. (double click on item and at item level chk the status) or check in transaction VA05 all the open orders. In SAP SD, the document flow will summarize the status of each document. In order, they are: 1. Sales order : once delivery has been created, the status of the order changes from "open" to "completed". 2. Outbound delivery : when items are picked and posted for goods issue, the status remains at "being processed"; the status becomes complete only when billing is done. 3. Billing document : when billing document is created and saved, and posted to accounting, the status of the delivery becomes "complete"; the status of billing becomes "complete" as well; an accounting document is created and the status is "not cleared". 4. Payments posting affects the status of the accounting document; hence, you look at table BSEG. once payment is posted with reference to this accounting document, the status becomes "cleared".
How can we know using data in tables whether a sales order is open or not? Check in Transaction VA05 and in table the status filed will tell you the status of open order. Table VBAP / VBAK / VBUK (header) and VBUP (item)
Which table is updated when customer pays against an invoice? Check table VBAK / VBAP / VBRK / VBRP and VBFA you can chk the document flow.
Can you tell if a sales order can be considered open if delivery has happened but payment has not been done yet? Yes, that sales order will be considered as complete order. not open order. Delivery will be open against which billing is not happened.
How to close any open sales order? Go to transaction VA05, here you can see list of all Sales order open for any particular sales area.
You can either do mass maintenance to close all the open order by giving rejection reason. Or you can check one by one order & reject the pending item. Go to VA02, input the sale order and execute. Now select the line item and assign Reason for Rejection which you will find on the right top side.
If you have not delivered any quantity, then you can delete the sales order from the tcode VA02 - Enter your doc no- in the menu bar go to sales document-then DELETE.
---
Profit center is assigned in (material master record) MMR in sales orgn 2 view. If you assign there automatically it will trigger in the sales order. In the item data -> account assignment tab . This profit center is used in MMR because, once you do OR- LF- F2 for that material this material value has to trigger in the profit center in FI properly. After doing F2 and when you save a the Invoice i.e., F2, automatically an accounting document gets generated along with a profit center document also gets generated if you have assigned profit center to your MMR.
In material master, I was created profit center PBB2K for part A but it is showing different profit center when sales order created. Advise why different profit center show in sales order? Check 0KEM for any sales order substitution for profit center. In general, the material master profit center defaults to profit center, but at sales order you can change the profit center otherwise check 0KEM
It seems as though we have a FI setup in our system through which the Profit Center on the Sales Order is NOT defaulted from the Material master, but is showing up another value, could you please provide me the steps where I could look that up? What configuration is it from the FI side that is preventing the standard material PC to be over ridden? Please check OKB9, or Simple, It is in substitution, Go to transaction GGB1 and see under the node profit center accounting. You will see that you can substitute the profit center in the sales order using substitution. You can define your own here.
How can I make the Field Profit Center in the line item level of the sales order to mandatory? You can do this by transaction variant. Goto tcode SHD0, give t code as VA01. Make a transaction variant and make the fields mandatory.
or Please include the Field Profit Center (PRCTR) in incompletion Procedure of Sales Order Item. So without Profit Center Entry Sales Order will be incomplete. Goto T.code OVA2 copy the procedure you are now working with and add the field vbapPrctr.
In VUP2 you can assign your new procedure to your item category.
and Sales Org: DstCh: Division: Customer Statistic Group: + Material Statistic Group: 1 Statistics group for sales document type: 2 Statistics group for the item category: 2 Note: Once, you will maintain Settings for LIS-Update, it will update onwards transactions and will not update for already done transactions.
Aut. batch determ. Blank Rounding permitted Blank Order qty = 1 Blank Incomplete proced. 28 PartnerDetermProced T TextDetermProcedure 01 Item cat. status group 1 Screen seq. group N Status profile Blank Create PO autom. Blank Config. strategy Blank Mat. variant action Blank ATP material variant Blank Structure scope Blank Application Blank Value contract material Blank Contract release ctrl Blank Repair procedure Blank Billing form Blank DIP profile Blank Assigning Item Category IMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item -> Assign Item categories Creating Material MM01 1. On the screen Create Material (Initial Screen) enter the material number if External. 2. Choose Select View(s). (Basic View 1&2, Sales Views, Purchasing views and accounting views). 3. Enter the relevant data and save the material. Use material group BANS in the item material group field. Creating SD Pricing Conditions for material VK11 Creating Vendor Master
XK01
Select the required sales document type and assign the procedure for listing and exclusion Note: 1. Listing type A001 2. Exclusion type B001 3. Procedure for listing A00001 4. Procedure for exclusion B00001
In the business different people interacts to make a transaction with the business while making transactions with the business every partner performs certain roles those are called as a partner functions. Depending on the partner type every partner fulfill certain mandatory partner functions. SAP determines relevant partner functions automatically to relevant partner object type. Flow: Customer master, Sales, Delivery, Billing, Document header and items. A) Partner Types. 1) Customer(KU) He performs partner functions like Sp, Sh, Bp, Py. 2) Vendor(LI) Partner Functions (FA- Forward Agent). 3) Contact Person (AP) Partner Functions-CP. 4) Sales Employee(PE) Partner Funcitons-SE Authorized Partner to release the order Contracts are release by raising sales orders. In the business one specifies partner is authorized to enter and to release contracts. At Header level( sales document) there is a control by which system carries out checks against partner whether he is authorized to release the contract. Partner type(KU) and Partner Functions( AA- Sold T party) to release the contracts. Aw- ship to party to release the contracts and this partner functions assigned to partner determination procedure (kab). Partners to check credit limits: We define partner functions Km-credit Manager. kb- credit representations both belongs to partner type pe(personal) Configurations settings: 1) Define Account Group( OBD2) 2) Assign Number range key to Account Group (OBAR) 3) Define partner determination procedure for customer master. a) Define partner functions Path: Img -> sd -> basic functions -> partner determination -> set up partner determination -> set up partner determination for customer master.
Click on partner function control button under dialog structure Partner Function Name Partner type error sp sold to party ku 07 sh ship to party ku 07 bp bill to party ku 07 py payer ku 07 partner type Pe Km credit manager pe kb credit represent pe
09 09
b) Define partner determination procedure. c) Assign partner functions to partner determination procedure. d) Assign partner determination determination procedure to account group. e) Assign partner functions to account group. For sales document. a) Define Partner functions to sales document header 1) Define partner functions img -> sd -> basic functions -> partner determination -> setup partner determination -> set up partner determination for sales document header 2) Define partner determination procedure. 3) Assign partner functions to partner determination procedure
4) Partner Determination procedure assignment.
The type of processing used by the system is determined by the item category group that you enter in the material master record for relevant materials.
Processing at Main Item Level If you want the system to carry out pricing, inventory control, and delivery processing at main item level, enter ERLA in the Item category group field of the Sales: sales org. 2 screen in the material master record of the finished product. This means that the components only function as text items and are not relevant for delivery. The following graphic shows how a bill of material is processed at main item level.
Processing at Component Level If you want the system to carry out pricing, inventory control, and delivery processing at the component level, enter LUMF in the Item category group field of the Sales: sales org. 2 screen in the material master record of the finished product. In this case, only the components are relevant for delivery. During processing the system automatically creates a delivery group. The latest delivery date among all the components becomes the delivery date for the entire delivery group.
Those are probably main reasons why BOM shouldn't work. Apart from that, just re-check your whole config - the truth is out there somwhere.
definition of which we have to specify the value A in the field structure scope. 2) If the item category group is LUMF the system shows price for the components but not for the BOM item. For this the following customizing setting is required. A) The item category of the BOM item is TAP which is not relevant for pricing, so the BOM item is not Priced. B) The item category of the components is TAN which is relevant for pricing, so the components are priced 3) If the item category group is ERLA the system shows price for the BOM item but not for components. For this following customizing setting is required. A) The item category of BOM item is TAQ, which is relevant for pricing, so the BOM is priced. B) The item category of components is TAE which is not relevant for pricing, so the components are not priced. While creating sales document to get the list of alternative BOMs in the definition item category of BOM item we have to check the field Manual Alternative 24-07-2007 ITEM CATEGORY DETERMINATION FOR BOM ITEM SD type OR OR OR OR OR OR OR NOTE: ITCaGr ERLA NORM LUMF NORM NORM NORM NORM Usg HLItCa TAQ TAE TAP TAN TAN TAE TAE DftItCa
A Explode single level BOM item B Explode multi level BOM item CS01 Transaction code for creating BOM Item
Statistical value x or y Make TAP relevant for pricing but values for statistical only.
By: John You can create a sales bom, and price it at header level or sub level. If you want to assemble the products and depending upon the assemblies you want to price. For eg. if the customer asks for a certain combinationa of Material A, B and C respectively, then you create a Material Master record Material D with item category group as LUMF. While the Materials A, B and C are created with standared item category groups NORM only. Then create a sales BOM using Tcode CS01 and enter the following details: Material : Material D Plant : Plant in which you created the material. BOM Usage : 5 (Sales and Distribution) then give the Materials A, B, and C and give their respective quantities. Before you have to create pricing condition records for Materials A, B, and C. Then configure the item categories ( T - code : VOV4). When processing the sales order, just give the Material D and the system will pick up the corresponding assemblies for that material and populate in the order. The item category for the header item will be TAP and the item cateory for the items will be TAN. In this cas the Material D is called as the higher level Item , and all the assemblies are called as the sub items. Here the subitems are relevant for pricing and delivery where as the header item is not relevant for neither pricing nor delivery. It just acts as a text item. This type of configaration of BOM is known as pricing at item level. This is used when you dont know what quantities of assemblies the customer is going to order and if the price of the assembly keeps varies. There is another way of configaring BOM which is pricing at header level. The difference is that the Material Master D has to be confugured using the item category group ERLA. Creation of BOM is same. But you need to maintain the pricing condition record for the header item. The item categories in this case would be Header item : TAQ Sub item TAE; Where the header item is relevant for pricing and delivery. and subitems are not relevant for neither the pricing nor the delivery. Depending upon your requirement you configure accordingly. In Summary: -->Befor going to create sales BOM you need to create: Master data for that Header Material and Components in the MM01 transaction.
-->If you want Header price you create Header Materil with ERLA Itemcategory group. -->If you want pricing at item level you create header material with LUMF Itemcategory group. -->To create Sales BOM go to the transaction CS01 there you give enter the data Header Material which you have created in the MM01 transaction. Delivering Plant. BOM Usage as '5' (Sales and Distribution) ***Then proceed with enter system will take you the BOM detail screen here you maintain the details of the components (How many components you need to make a Header material) -->Check the item category determinetion settings in the transaction VOV4. -->Maintain the Pricing procedure according to that.
-->Now you can create sales order with the BOM material
SD - 3rd party sales order Create Sales Order VA01 Order Type Sales org, distr chnl, div Enter Sold to PO # Material Quantity Enter Save SD - 3rd party sales order View the PR that is created with a third party sales order VA01 Order Number Goto Item Overview Item ->Schedule Item SD - 3rd party sales order View the PR that is created ME52N Key in the PR number Save SD - 3rd party sales order Assign the PR to the vendor and create PO ME57 Key in the PR number Toggle the "Assigned Purchase Requisition" Execute Check the box next to the material Assign Automatically button Click on "Assignments" button Click on "Process assignment" The "Process Assignment Create PO" box , enter Drag the PR and drop in the shopping basket Save SD - 3rd party sales order Receive Goods MIGO_GR PO Number DN Number Batch tab , click on classification Serial Numbers tab Date of Production Flag Item OK Check, just in case Post Save SD - 3rd party sales order Create Invoice MIRO
Invoice Date Look for the PO , state the vendor and the Material Check the box Clilck on "Copy" Purchase Order Number (bottom half of the screen) Amount State the baseline date Simulate & Post Invoice Number *Invoice blocked due to date variance SD - 3rd party sales order Create a delivery order VL01N In the order screen , go to the menu Sales Document , select "Deliver" Go to "picking" tab State the qty and save
SD VF01
3rd party sales order Create a billing document Ensure that the delivery document is correct in the Enter Go to edit -> Log Save
- IMG - SD - Basic function - Cross selling - Define determination procedure for cross selling a) Create condition table: Here we define condition table ex: - material b) Maintain access sequence: Here we define access sequence ex: C001 and assign condition table ex:011 that we define in previous step. c) Define condition type: Here we define condition type C001 and assign it to access sequence C001 that we define in previous step. d) Maintain procedure: Go to new entries and define cross selling profile Ex: CS0001 and assign our condition type C001 that we define in the previous step. 2) Maintain customer/document procedures for cross selling: a) Define customer procedure for cross selling: Here we define customer cross selling profile Ex: "B" -- cross selling b) Define documents procedure for cross selling: Here we define document cross selling procedure ex: `B"- cross selling c) Assign document procedure for cross selling to sales document: Choose sales document type "OR" and assign document cross selling procedure ex: "B" 3) Define and assign cross selling profile: a) Define cross selling profile: Go to new entries, specify cross selling profile key with description - Specify cross selling pricing procedure (CS0001) - Assign the pricing procedure (RVA001) - Specify cross selling dialog box indicator W If it is "A" dialog box appears only in request. It is blank dialog box appears in request and after date is released Check cross selling ATP indicator: If you check it , system carry out ATP check for cross selling product. b) Assign cross selling profile: - Go to new entries, specify sales area - Specify customer cross selling procedure B - Specify document cross selling procedure B - Assign cross selling profile -- CS0001
Maintain condition record for cross selling (VB41): Path: - Logistics - SD - Master data - Products - Cross selling - VB41 Specify condition type C001 Specify the order material, select condition line item Click on alternative material icon and maintain alternative material with cross selling delivery conditions options Blank Out bond delivery takes place regardless of main item "A" -- Out bond delivery only if main item has been partially delivered Go to VD02, sales area section of sales tab Assign customer procedure for product proposal - B Save it and exit Go to VA01; raise the sales order with order material check the effect.
4) Path to created controlling area: Img-->Ent Str-->Defintio-->Controlling-->Maintain Controlling Area , here you can create controlling area
3) Indian company supplies the material directly to the singapore customer. 4) Indian company sends the invoice to the singapore company. 5) Singapore company does the invoice verification in MM using tcode MIRO. 6) Singapore company raises the invoice to the singapore customer. In standard SAP, item category TAS is used for this. The schedule line category is CS. Here you can see a field 'order type' with value 'NB'. This triggers the automatic creation of the PR. Plus in the material master also you need to do certain settings. 1) If you are always following a third party process for a material then you have to create the material using item category group BANS. The procurement type should be marked as external procurement (F) in MRP 2 view of the material master record. 2) If you are not always allowing third party order processing then you can create a material master record with item category group as NORM and the procurement type should be marked as (X) meaning both types of procurement (in house manufacturing and external procurement). In the item category the billing relevance should be 'F'.
Sales Information System Purchasing Information System Inventory Controlling Shop Floor Information System Plant Maintenance Information System Quality Management Information System Retail Information System (RIS) Transport Information System (TIS)
Out of this SIS (sales information system ) is one. In the standard system, the following information structures are available in the Sales Information System:
S001 "Customer" S002 "Sales office" S003 "Sales organization" S004 "Material" S005 "Shipping point"
These information structures form the data basis for the respective standard analysis of the same name. In addition to the above information structures, the standard shipment also includes information structures that are used internally (S066/67 Credit Management, S060 rebate processing and S009/14 sales support).
I am trying to see the standard analysis for the customer in MCTA transaction. But it is not showing all the invoices which I done in a day. It shows only a latest created invoice details. MCTA is reading data in table S001, which will not give invoice details as this is a summation of data based on the billing date. T-code MCVV will allow you to simulate how a single invoice would update all SIS structures. You would need to create a custom SIS structure and add the invoice as a characteristic. Use S600 - S999 in the customer namespace then MCSI to execute any custom reports. Run MC22 and re-generate your info-structure (make sure you play with S001).
Create new invoices and run MCTA again.
MRP works semi-separately, depending on how it is set up. Basically, MRP looks at the demand on the plant, and if it the stock does not meet expected sales orders and deliveries, it will create a purchase requisition (outside purchase) or requirement or planned order (for production) to cover the shortfall. When MRP is started, it will turn the PR into a PO or the requirement into a production order.
The following are the mandatory for Availability check to happen-1. Must be swithced on at the requirment class level and at the schedule line level. 2. Reqmnt type must exist by which a requiremnt class can be found 3. There must exist a plant and is defined 4.Checking group must be defined in Material Master records(it controls whthr the system is to create individual or collective reqmnt) A combination of checking gropup and checking rule will determine the scope of availbaility check.
Backward scheduling is the calculation of deadline dates: the arrival time at the customer site is calculated as the earliest possible goods receipt time at the customers unloading point on the requested delivery date. All four of the delivery and transportation scheduling lead times are subtracted from the customer's requested delivery date to determine if this date can be met. The transit time, loading time, and pick/pack time are subtracted from the customers requested delivery date to calculate the required material availability date. The system calculates backward scheduling as follows: Requested delivery date minus transit time = Goods issue date Goods issue date minus loading time = Loading date Loading date minus transportation lead time = Transportation scheduling date Loading date minus pick/pack time = Material availability date By default, the system will calculate delivery dates the closest day, taking into consideration the working days of the shipping point and a rounding profile. In this case the system assumes a 24 hour work day and lead times can be entered in days up to 2 decimal points. This is referred to as daily scheduling. Precise scheduling calculated down to the day, hour and minute is supported. This allows the scheduling of a delivery within a single day. It is activated by maintaining the working hours for a particular shipping point. Backward scheduling is always carried out first. If the material availability date or transportation scheduling date is calculated to be in the past, the system must then use forward scheduling. Forward scheduling is also done if no product is available on the material availability date calculated by backward scheduling. The system does an availability check to determine the first possible date when product will be available. This new material availability date forms the starting point for scheduling the remaining activities. The loading time, pick/pack time, transit time, and transportation lead time are added to the new material availability date to calculate the confirmed delivery date.
3. The checking rule applies to how the availability check is to be carried out at the transaction level. Note that you must define checking rules for each individual application such as for production orders for example. In Sales and Distribution, the checking rule is specified internally within the system and cannot be changed. 4. The checking rule, in conjunction with the checking group, determines the scope of the availability check for every business operation; that is, which stocks, receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time. 5. Briefly explaining the above checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and checking rule which is at the transaction level and can be configured independently for each application module, determines which stocks, receipts and issues to be taken into account. For performing an availability check checking group has to work in conjunction with checking rule. 6. Advantages of individual processing over summarized processing Backorder processing is possible. You can access (MD04) order, line and schedule line individually which gives a greater control on available stock and requirements placed on stock. The system automatically uses individual requirements in case of special stock items. 7. Required data for the Availability check to be carried out The Availability check must be switched on at the requirement class level. The Availability check must be set at the schedule line level. A requirements type must exist by which the requirements class can be found. A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR). A checking group must be defined in the material master record in the MRP3 screen in the availability check field. 8. Configuring Availability check and defining Checking Groups Checking groups are introduced into the sales order based on the setting in the material master record. SAP standard checking groups are 01 summarized requirements and 02 individual requirements or you can create your own by copying the standard ones. Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by day or week. Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each other. The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check. 9. Defining material block for other users the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. If the block is not set, two users can confirm the same material at the same time for two different orders, not knowing if the stock is available or not. If you select this field, the material is blocked during the availability check and other users cannot: a) Make changes in the material master record. b) Create purchase orders for the material. C) Create orders for the material.
10. Defining default values for checking groups - Checking groups are introduced into the sales order based on the setting in the material master record. However if there is no entry present in the material master record for the checking group, a default value can be set here, depending on material type and plant. This default value will be used by the system depending on the material type mentioned in MMR and plant in sales order. If an entry exists, this default value is over written by MMR. 11. Controlling Availability Check in this section, you tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time. 12. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction. 13. These settings carry out control both for sales order and delivery as well. This is due to the fact that you may want to include specific stock or incoming stock for the sales order, yet at the time of the delivery only include physical stock on hand waiting to be shipped. 14. It is possible to indicate to the system that you would like the availability check NOT TO CHECK the stock at the storage location level. This indicator is used to set the scope of the availability check. 15. It is used to switch off the check at storage location level. You create a reservation for a particular storage location. However, the scope of the availability check is set in such a way as to exclude the storage location. In this case, the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation. 16. Should you not want the system to automatically check RLT, you may indicate so here. RLT is the time taken for a material to become available. It is only used when doing an ATP check and is taken from MMR.
17. Defining the elements in the availability check entirely depends on the business needs, but a few tips are given under When controlling the Availability check at the time of the sales order, a purchase requisition does not necessarily indicate by it is going to come into the plant. A shipping notification on the other hand - a confirmed purchase order is a good indicator of receiving stock on a specified date. It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery.
What are the difference between CO06 and V_V2 ? Both seem to be backorder rescheduling transactions. CO06 - Material - Back order Processing (rescheduling program SAPLATP4) V_RA - SD Document - Backorder Processing (rescheduling program SAPMV75B) V_V2 - Execute Rescheduling/ Rescheduling Sales and Stock Transfer Documents: by material The rescheduling program (SDV03V02) behind the V_V2.
CO06 confirmed qty can't be change I want to change the confirmed qty in orders and use tcode CO06, but it prompt " please select a line that can be changed". I selected the blue line ... can someone tell me why the confirmed qty can't be changed, any restrict condition if I want to change it? Run the report SDRQCR21 for the said material/plant and then check if its confirmation from CO09 goes out or not. This report is basically is run in case of inconsistency of stock, removal of confirmation of stock and if some stock is blocked under some unwanted processes like old SO's, deliveries, STO's etc then that stock can be released via this report.
Confirm quantity in schedule line I'm using service material in my sales order and I need the schedule line to confirm the quantity always in the actual day (not depending on the delivery date). "Purchase requisition with delivery scheduling" is not checked and still the quantity is not confirmed on the sales order date (todays date). What I need is: - Create a sales order with todays date: 29-09-2009 - Schedule line: quantity confirmed on todays date 29-09-2009 But my quantity is confirmed for the next day. I'm using service material. To solve your issue: T. Code: VOV8 Select your Sales Doc. type and Double-Click. In Tab: Shipping, Check Box: Immediate Delivery (press F1 to read more about this functionality).
Note: There are few more settings that you may check: 1. T. Code: OVLZ Field: Pick/pack time wrkdys whether you have maintained any value. It should have been blank. 2. T. Code: VOV8 Check how many days mentioned in Lead time in Days. If it is mentioned any days, remove it. 3. T. Code: OVZ9 Checked the Box: Check without RLT . 4. Check in material master MRP2 view how many days are maintained for the fields InHouse production and GR Processing Time.
Depending on the material type RLT can be calculated according to various time periods. For ex: In the case of trading goods it is determined according to the planned delivery time, purchase processing time and the goods receipt processing time. Availability check including RLT: Availability is checked up to the end of Replenishment Lead Time. If the material availability data is calculated on the basis of current date to lie after the RLT, item it self can be confirmed despite insufficient stock being available. In this case the system assumes that any quantity requested by the customer can be procured by the material availability date and consider the goods to be available. Controlling availability check in sales document processing. We need to customize SD Specific settings and General Settings General Control Features: The following control elements need to be maintained in customizing and in the material master record. 1. Strategy group: The allowed planning strategies i.e. the main strategy and further possible strategies are combined in a strategy group. It is specified in the Material Master Record in MRP3 view. Note: In customizing, the strategy groups are assigned to MRP groups depending on the Plant so that the strategy group is automatically proposed in the Material Master.
2. MRP group: The MRP group combines the material from the point of material requirements planning which is specified on the MRP1 view in the Material Master Data. SD Specific Control Features: 1. Requirements class: It controls all control features for planning and is also specifies whether the availability check is to take place for materials in the SD documents on the basis of ATP quantities and whether the requirements are to be passed on. SPRO Sales and distribution Basic functions Availability check and transfer of requirements Availability check Availability check with ATP planning or against planning Define procedure by requirement class Checking groups: Checking group controls whether the system is to create individual or collective requirements in sales and shipping process. In addition a material block for the availability check with transfer of requirements can be set here. The checking group can also be used to deactivate the availability check. SPRO Sales and distribution Basic functions Availability check and transfer of requirements Availability check Availability check with ATP planning or against planning
Define checking groups Checking rule: We use the checking rule to control the scope of availability check for each transaction the SD process. Checking rule in the combination of checking group determines the scope of availability check Creating checking rule SPRO Material management Purchasing Purchase order Set up stock transport order Create checking rule Scope of availability check SPRO Sales and distribution Basic functions Availability check and transfer of requirements Availability check Availability check with ATP planning or against planning Carry out control for availability check Go to New Entries and define the scope of check in the combination of checking group and checking rule. The following elements can be involved in the availability check STOCKS: []Include safety stocks: Minimum stock at plant/ware house []Stock in transfer []Include quality inspection stock []Include Inward movement Purchase orders Purchase requisitions Planned orders Production orders Out ward movement Sales requirements Deliveries Release orders etc.
If we do not check the field [] check without RLT the system considers RLT while checking the availability of the material Note: Blocking the material for availability check SPRO Sales and distribution Basic functions Availability check and transfer of requirements Availability check Availability check with ATP planning or against planning Define material block for other users If we check the field Block [] during the availability check of a material the users cannot make changes in the Material Master, cannot create PO, cannot create sales orders. Note: During the Material Master creation the system automatically proposes the checking group. Further the following setting is required.
SPRO Sales and distribution Basic functions Availability check and transfer of requirements Availability check Availability check with ATP planning or against planning Define checking groups default values. We need to assign the checking group to the combination of material type and plant.
Cr. Sales 100 Dr. Advance from customer 30 Cr. AR 30 (Not separate by Installment payment term) Solutions : Suggesstions on how I could proceed? Your problem with Down payment settlement is common. Many users object to the down payment or security lodgement mechanism. In our case we often park and apply the advance manually to final invoice. However, following the above case we sometimes use this with our PS orders: 1. Create Sales order, (sales item value = 100) with billing plan with three steps 30% down payment,30% std billiing on order completion and 70% on delivery. A little different to your original Billing Plan, but 1st record is Downpayment request 30% of Order value, billing type is FAZ . the 2nd & 3rd records are std F2 invoices 30% ,70%. 2. Create Billing type Down payment request , it will document as Noted item in the accounting document. 3. Receive Downpayment from customer via FI screen , at this stage the accounting document is created as following :Dr. Cash/Bank 30 Cr. Security deposit payment 30 ( In many countries this may be subject to TAX laws) 4. Create the First Billing documents , the down payment value will be proposed for settlement at Billing Creation, then accept the default value of down payment clearing as these equal each other. The accounting document is as below Dr. AR 30 Cr. Sales 30 Dr. Advance from customer 30 Cr. AR 30 5. Create the Second Billing document ( down payment value has expired and will not be proposed) The accounting document is as below is then standard for the last installement. Dr. AR 60 Cr. Sales 60 This alternative provides a cleaner option with the Downpayment.
To see the detail go to SPRO --- Sales and Distribution ---- System Modifications --- User Exits There you will find all the details by checking IMG Activity Documentation. You will have User exit for - Sales Document Processing. This IMG step describes additional installation-specific processing in sales document processing. In particular, the required INCLUDES and user exits are described. Involved program components System modifications for sales document processing affect different areas. Depending on the modification, you make the changes in the program components provided: - MV45ATZZ For entering metadata for sales document processing. User-specific metadata must start with "ZZ". - MV45AOZZ For entering additional installation-specific modules for sales document processing which are called up by the screen and run under PBO (Process Before Output) prior to output of the screen. The modules must start with "ZZ". - MV45AIZZ For entering additional installation-specific modules for sales document processing. These are called up by the screen and run under PAI (Process After Input) after data input (for example, data validation). The modules must start with "ZZ". - MV45AFZZ and MV45EFZ1 For entering installation-specific FORM routines and for using user exits, which may be required and can be used if necessary. These program components are called up by the modules in MV45AOZZ or MV45AIZZ.
You will find all User Exits on Sales and Distribution along with functionality.
Define Packaging Material Types Let's say JPAC. The settings that I chose: Plant determ. - Plant is entered manually in handling unit Pack. matl. cat. - Packaging materials Generate Dlv. Items - blank Number assignment - Number range interval 'HU_VEKP'
IMG-Logistics Execution-Shipping-PackingDefine material group for packaging material Let's say JGRP IMG-Logistics Execution-Shipping-PackingDefine allowed packaging materials JGRP - JPAC
MM02: Check settings for the materials First, test_pack Sales:General/Plant -> Matl. Grp. Pack. Matls: JGRP (Note) Sales:General/Plant -> Packaging Mat. Type: JPAC (Note) Basic Data 1 -> Material: JMAT Then, shirt_jai Sales:General/Plant -> Matl. Grp. Pack. Matls: JGRP Sales:General/Plant -> Packaging Mat. Type: Basic Data 1 -> Material: JMAT
VL01N Outbound Delivery -> Packing Enter the materials at top and at bottom (Select shirt_jai and Edit - Pack) This is how the basic process of packing works.
Solution: A)Packing 40 pieces each of material (40 x 3 = 120 pieces) 1)Goto [VL02N] to change the delivery, you already created. Or you can do the following steps while you are creating a delivery also. 2)Go to "pack" icon. 3)In the upper section, enter the "packing material" (PK-100) 4)In the lower section, change the "partial quantity" to 40 of material R-1160. 5)Select both the lines of upper section and lower section and click the green ok. It generates a shipping unit/handling unit number. 6)Now, select both lines of upper & lower section & click the button "per part. qty" (New HU per part qty of material) Check: click "General Overview" icon to see whether it packed 40 pieces of material in 3 cartons. B)Packing all 3 cartons in one big carton(PK-095) 1) from above screen, click "pack HUs" (pack shipping unit) 2)enter the packaging material (PK-095) in the upper section and select this line. 3)select 3 lines of PK-100 in lower section since you want to pack them in PK-095. 4)selecting both lines, click "pack" icon. 5)Now all the 3 cartons(PK-100 with 40 pieces each of material) are packed in one big carton (PK-095). Check: "General overview" icon. Then "save" the delivery.
2) The condition type must agree with the condition type defined for unit costing in the pricing procedure. I have a customer who is being offered two discounts ie k007 and k005, now I want to exclude k007 for the next 2 orders or so? I have set the exclusion indicator for the condition type,but still the condition is being accepted when I create a sales order. Am I missing something, how do I do it? I think u need to change the validity of the condition record for the condition type K007 defining it not valid for that particular 2 months. And also the settings of the Requirements as it is correct that it overrules the exclusion.
You have to implement SAP Note No. 105621 - Authorization check for the condition screen
What is "alt cal type" & "alt base value" & "Requirement field" in the Pricing Procedure
Can any one explain exactly what is "alt cal type" & "alt base value" and also " Requirement field" in the pricing procedure? The alternate base value is used as the calculation basis only, while the alternate calculation is used to modify the final value. For example, imagine you have a condition type ZZ01, with a condition record maintained (master data) for $100. Now, condition ZZ02 also exists lower in the schema, but with a rate of 10%. The standard calculation would result in a final value of $110. The alternate base value could say, "don't use $100 as the basis -- use the original price PR00 only, which was $90." Then, the final value would be $100 + (10% of $90) = $109. The alternate calculation routine says, "ignore the 10% altogether. Instead, use an externally calculated 20%." Then, you end up with a final value of $100 + (20% of $100) = $120. Put them both together, and you could end up with $100 + (20% of $90) = $118. Now once again, Alternative Calculation Type: Normally if you want to calculate a value you have to use a calculation type for determinating the value. This calculation type is either addition, subtraction or multiplication. Similarly SAP also has got a default calculation type in the control data of the condition type. There you have the options of either Qty based , Fixed Amount Based or Percentage based. Here what happens is suppose if you define Your condition type that calculates the base price of a material on Qty based. Then the calculation will be done based on the quantity of the material. If the customer orders 10 Nos and you have maintained a unit price of 100 Rs for each material then the value determined is 1000 INR. Similarly if the discount condition type , you maintain the calculation type as %. This means if you maintain the value of 10 % in the condition record. Then this percentage is taken as the calculation type and the condition value is determined. In some cases you have to forego the default calculation types and use the customer specific method for calculating a value. For ex if you are calculating the Freight charges for a Material . it depends on so many criteria like, the weight, volume and also the minimum amount etc etc, in those cases, you forego the default value and then use the alternative calculation type in calculating the condition value against the particular condition. Alternative Condition Base value : If you have to calculate any value then you have to have a base value for it. For ex if you want to calculate the discount of 10 % for a material then you have to have a base value on
which this 10% is calculated. Normally you take the condition value of the base price of the material to calculate the value. Now you don't want to take the base value and take other values as base value which are derived on some formulae. So you create a routine which will do the mathematical operations in the routine and derive you a value which is now used as the base value for calculating the condition value for a particular condition type. Requirement: A factor in the condition technique that restricts access to a condition table. The system only accesses a condition table to determine the price if the requirement specified has been met. Example: The system uses an access sequence to determine the price of a material. One of the accesses in the sequence contains the requirement "in foreign currency." The system only uses the table behind this access if the sales order for which the price must be calculated is in a foreign currency.
Re-pricing in a Quotation
How can I, or am I able to find anything on a way of RE-Pricing be done in a QUOTATION? You can always 'Update" pricing manually in a quotation the same way you do in a sales order, either in create or change modes. Menu path Edit --> New Pricing or press the 'Update pricing' button on the item conditions tab. If you are asking how to reprice a quotation when it converts into a sales order, that can be done with the copy controls of the Item Category. IMG: Sales & Dist --> Sales --> --> Maintain Copy Control for Sales Docs --> Sales Doc to Sales Doc (transaction vtaa). Just choose the combination of documents and the respective item category. The field you need to be concerned with is "Pricing type". However, from a business process perspective it makes absolutely NO sense to reprice a quotation when converting to a sales order. After all, the entire point of using quotations is to firm up details like pricing before creating the sales order
However, this is not only a standard minimum quantity discount. If the customer tries to order 11 pieces, 12, 13, etc. it should return $100 again. The only values for which $50 should apply are 10, 20, 30, etc. - multiples of the bulk quantity 10. You have discussed changing your part number to reflect a bulk qty of 10, however you have in house consumption that is allowed to consume only 1 part at a time. You would vastly prefer to keep one part number that you order from the supplier, consume internally and ship externally. You are fairly certain there is basic functionality that covers this, but you're just not sure where to start.
Taking your requirements literally. Standard SAP scale pricing will not do it in that you only want the reduced price to come into effect when the order quantity is multiple of some bulk factor. It is agreed with that creating a separate material number is not a good idea. You can try this :1. Define/Select a UOM for selling in bulk (i.e. cas, pallet, box whatever) 2. Maintain UOM conversion between your base UOM and this new UOM 3. Configure you bulk pricing condition type by usual means (it should be a base price rather than discount). 4. Place this new bulk price behind your normal "PR00" price in the pricing procedure 5. Create a new condition base value routine via VOFM where you check XKWERT to see if it is a whole number. If it is not then set XKWERT to zero. 6. Assign this new routine to your bulk price condition in your pricing procedure in ALT condition base value column. 7. Maintain bulk price conditon record in the Bulk UOM. That should do it.
Structure KOMK refers to header of the sales order, but shipping point of course is on item level. You'll have to do some settings to reach your goal, it is possible. Step 1 Append structure KOMP. Do this by changing through SE11 the table KOMPAZ. This is the include for structure KOMP. Add a component e.g. ZZVSTEL with component type VSTEL. Save, activate. If you want to make more points, assign search help H_TVST to the component. Ask a programmer if you don't understand this part. Step 2 Change user exit MV45AFZZ. Say there that field ZVSTEL should be filled with information from your shipping point. Do this under part FORM USEREXIT_PRICING_PREPARE_TKOMP. The coding should be like tkomp-zzvstel = vbap-vstel. Save, generate. Step 3 Make a new table as you did before, but first maintain your new field in Condition: allowed fields. When you create your new table you will see you have two shipping points. With the button technical view you can check which one ZZVSTEL or VSTEL. Step 4 Finish with the steps you did before. That was ok. Now, you will see in your sales order that the shipping point is filled with information.
This control is set at the document level as oppose to the condition type level (PR00). That means your other condition types such as surcharges and discounts are also determined using the requested delivery date.
If your requirement is for PR00 to alone to be priced at delivery date then this will not work.
This control is set at the document level as oppose to the condition type level (PR00). That means your other condition types such as surcharges and discounts are also determined using the requested delivery date. If your requirement is for PR00 to alone to be priced at delivery date then this will not work.
How pricing date is determine in the sales order and billing document? Where is the setting?
The pricing date is proposed based on the setting you make in the Sales document configuration. ( T code : VOV8) You have a field" Prop.f.pricing date " in the Requested delivery date / pricing date / purchase order date segment. Then you can choose the follwoing options: Blank - Indicates the current date as the pricing date A - Indicates the date based on the requested delivery date B - Indicates the date based on the order validity start from date And the pricing in the billing document is copied from thte sales order / Delivery document.. It again depends on the setting u have in the copy control from order - billng or delivery billing. In the copy control, in the item settings you have two fields relavant for this. One is pricing source and the other is pricing type. The pricing sources are generally the order. But if you want you can change it to other values mentioned in the drop down, but this values have no effect if the pricing type is B.
Any other value other than B in the pricing type will take the reference document price mentioned in the pricing source field. but for the pricing type B. The new price is determined in the billing order.
What is the difference between Header condition and Item condition? I know item condition applies to each item in a sales document. Header condition can only be applied to an entire document.
Difference between header and item condition - as YOU CORRECTLY SAID HEADER CONDITION IS APPLICABLE FOR THE WHOLE DOCUMENT where as item is for item.Ex-Say fright is dependent on the total weight of all the items in the documents then header condition adds on weights of all items and calculates the record accordingly. You have two different types of the header conditions. a) In one you can duplicate the same value throughout the document for each item.Say discount 2% at header level which is also applicable to all the items b)Second is the accumulation of the values of all the item at the header level,as earlier explained for the weight/fright. These differenes are controlled through the indicator of group condition in the cond.type configuration. And so obviously header condition can not have the condition record and hence access sequence. SAP SD Tips by : Vishwajit
Disallowing Condition Types - How I can accomplish the following: Be able to DISALLOW Z0BP Condition type to be negative ( Invoice Block) You can modify condition type from customising; Sales and Distribution->Basic Functions->Pricing->Pricing Control->Define Condition Types->Maintain Condition Types Change condition type ZOBP's plus/minus indicator to "A" which means only positive is allowed. *-- Arvind Rana
In pricing procedure there are column such as requirement, sub total altclty, altbv, accurals. What are these and where we calculate all these values which we put. 1. Requirement: Denoted by nos and maintained in VOFM, this is a condition required for a particular condition type to be executed. Eg. PR00: req 2 ie item relevant for pricing VPRS/EKO1: req 4 ie cost Rebate BAO1 Req 24/Req 25 etc 2. Subtotal: this represents where a which table a value is stored, which can be processed for further calculation. Eg. for PR00, if this value is to be used for credt check of a customer, we mark the subtotal as A. 3 Alternate Calculation type: this is also denoted by numbers and maintained in VOFM. Eg. Suppose for 45 units , each unit is charged $100 per unit, the order value comes out to be $4500, that is calculation is done as per unit price, if the client wants calculation type to be based on volume or wieght, alternate calculation type can be configured. 4. Alternate base value: Denoted by no. and maintained in VOFM.
Eg, if the pricing scale is maintained and pricing for 45 units comes under the scale of $100 per unit., the base value is 45 units, but if the client wants a standard base value in some casesto be assumed inspite of maintaining the scale, an alternate base value is confihured, that is the base value based on which the order value is to be calculated changes. 5. Accruals: Accruals are maintained for rebate agreements, it constitutes the total accumulated value which customer has earned through rebate, one the rebate for certain amount is settled the amount from the accruals get deducted. *-- Nitin
3. Note:Because of the change in structure KOMPAZ, field ZZPSTYV is now known in structures KOMG and KOMP because structure KOMPAZ is included in both structures. 4. Call up Transaction SPRO. Navigate to 'Sales and Distribution -> Basic Functions -> Pricing -> Pricing Control' and execute 'Define Condition Tables'. Choose 'Conditions: Allowed fields' and include ZZPSTYV as a new entry. 5. Note:Now you can use field ZZPSTYV as a key field when you create a condition table Axxx. 6. Supply the new field you defined by including the following source code line in USEREXIT_PRICING_PREPARE_TKOMP: MOVE xxxx-PSTYV TO TKOMP-ZZPSTYV. In order processing you find the user exit in Include MV45AFZZ, and in billing document processing you find it in Include RV60AFZZ. Consider that you can also use this note as a help if you want to use other customer-specific fields as key fields in a condition table. For header fields, use structure KOMKAZ instead of structure KOMPAZ and USEREXIT_PRICING_PREPARE_TKOMK instead of USEREXIT_PRICING_PREPARE_TKOMP. For more information, see Transaction SPRO via the path 'Sales and Distribution -> System Modifications -> Create New Fields (Using Condition Technique) -> New Fields for Pricing' and OSS Note 21040.
Group Condition: You can use this is feature of a condition type to apply price or discount for a material based on common property. Header Condition: This is a manual condition which you apply to header (Condition screen) of a sales document. This amount is applicable to all items. Usage of this feature is to apply price / discount for a specific group of materials. 1. You maintained a discount based condition record fbased on material group ( = 01 for example). You maintained scales also. Qty 1 - 10 11 - 50 51 - 150 Discount Rs. 100.00 Rs. 105.00 Rs. 110.00 etc.
2. You are creating a sales order for a customer with five different items with different quantities as below ITEM 1 - 25 No's ITEM 2 - 3 No's ITEM 3 - 12 No's ITEM 4 - 27 No's ITEM 5 - 62 No's All the material is having the material group = 01. 3. While calculating the discount, because of this group condition, system add the quantities of items which have material group = 01. In the above example total quantity is = 109. System apply a discount of Rs. 110.00 to each item irrespective of the individual quantities. 4. If you have not activated the group condition feature, system determines the discount value based on individual item quantity which is as below. Discount ITEM 1 - 25 No's Rs. 105.00 ITEM 2 - 3 No's Rs. 100.00 ITEM 3 - 12 No's Rs. 105.00 ITEM 4 - 27 No's Rs. 105.00 ITEM 5 - 62 No's Rs. 115.00 5. Is it clear now. Just try a sales order and see the out come Procedure to Test: 1. Create 3 materials. Maintain Material Group of each item is same. 2. Activate the condition type as a group condition. 3. Create a condition record for this condition type with scales. 4. Process a sales order for a customer with these three material with different quantities.
What are the 8 steps involved in condition technique? By: Rohit Joshi It starts with an understanding of the factors that influences the Price. Lets say it depends on Customer and Material. With this understanding now we will start with the Table where we will pass the above parameters. There is a table 5 which already has Customer and Material so we can now copy and rename it or use the same table in our Pricing Procedure. T Code VOK0 Step 1. Define/Choose your Table (with the requirement parameters that influence the price) Step 2. Define your Access Sequence and include the above Table in your Access Sequence Step 3. Define your Condition Type (There are four Price Types Basic Price, Discount, Freight and Tax) and include your Access Seq. Its always better to copy the Price Types provided by SAP. Step 4. Now comes your Pricing Procedure where you include include Condition Types and format. Step 5. Now comes Procedure Determination where you specify the Document Pricing Procedure and Customer Pricing Procedure along with Sales Organisation, Distribution Channel. Step 6. Maintain Condition Records for your Condition Types I guess you can make it 8 Steps by dividing some of the main steps. Few important things to note is following.. 1. XD01 - Create Customer - Always ensure that you pick the right Customer Pricing Procedure from here. 2. VA01 - Sales Order - Ensure that you have the right Document Pricing Procedure from here 3. While Creating Access Sequence, check your Fields and ensure that they appear with any warning (Highlighted in Red) 4. Do not forget to mention your Access Sequence while defining your Condition Type 5. Always remember that your Procedure Determination has only Basic Price as Condition Type 6. Do not forget to mention the Range (From To) while creating your Pricing Procedure. I made most of the mistakes that appear above. Hope it helps.
Header Conditions - Automatic pricing does not take header conditions into account; you can not create condition records for them in the standard system. Header conditions are entered manually in order processing. R/3 includes the following header conditions: - Percent discount (HA00) - Absolute discount (HB00) - Freight (HD00) - Order value (HM00) Header Condition: If this condition is marked as a header condition, it is possible to enter the condition type in the header condition screen. Checks for changing the condition manually are unaffected by this. Group Condition: Group conditions are helpfull incase of discounts. If group condition is selected then the discount percentage or quantity is applicable for the total sum of the quantity in the PO for those materials belonging to the same material group. Suppose if two materials of same matl grp have discounts for 100 qty and above but in PO if the two matls are bieng procured for 50 qty then they cant avail discounts but if group condition is selected then the sum of the quantity of both matl of same matl group is considered (50 + 50) and discount can be availed for 100 qty. Further Group condition: Indicates whether the system calculates the basis for the scale value from more than one item in the document. The nature of header condition is that whatever value you are giving in sale order / billing, line item wise, it will be distributed proportionately. If you access V/06 and the header condition type, you can see that the condition type - does not have any access sequence - field Group condition is selected Normally Freight Header condition like condition type "HD00" is calculated on the basis of weight. This is a Manual condition and you have to enter it in the header screen. It will be proportionately distributed on each item on the basis of weight. If you will uncheck the group condition field, the same freight amount will be copied to each item, possibly irrespective of different weight which may not be logical. That is the standard behaviour of the header condition type. Based on whether the group condition field is ticked on or off, it will either split the header condition value to the items on pro-rata basis or it will just duplicate the header value to all the items. What you are experiencing with Fixed Amount Header conditions is standard behaviour. Please see below Notes: - 876617 FAQ: Header conditions / Header condition screen - 317112 Behavior of conditions w/ calculation rule B changed - 485740 Conditions with fixed amount in copy activities
To achieve what you wish (absolute amount), solution is in the below Notes: - 84605 Transfer absolute amount condition to billing doc. - 25020 Value changes during over/underdelivery - 25144 Freight conditions during milestone billing
By using condition exclusion groups you can ensure that the customer does not receive all the discounts, but instead only receives the best of the available discount condition types. Menu path IMG - Sales & Distribution - Basic functions pricing condition exclusion condition exclusion for groups of conditions (OV31). A condition exclusion group is merely a grouping of condition types that are compared to each other during pricing and result in the exclusion of particular condition types within a group or entire groups. It is important to note that the condition types you want the system to compare must exist in the pricing procedure and must have valid condition records created for them. If for example, a sales order is created using the pricing procedure that the exclusion group is assigned to, you can see that the condition offering the most favorable discount to the customer is represented in the pricing procedure. For instance, condition type K007 has offered a discount of 10% off the sale price or a real value of $30, while another condition type K005 has offered a real value discount of $10. The system then takes the best discount for the customer between the two, which is K007 and makes the other discount K005 inactive. This can be seen by double clicking on the condition type K005, where you can find a entry saying Inactive A condition exclusion item. There are four possible methods of using condition exclusion groups A best condition between the condition types B best condition within the condition types C best condition between the two exclusion groups D exclusive E least favorable within the condition type F least favorable within the two exclusion groups Configuring Condition Exclusion Groups First step is to define a condition exclusion group by using a four character alpha numeric key. Next step is to assign the relevant condition types to the exclusion groups such as discount condition types, freight condition types. After completing the assignment of the condition types to the exclusion group, proceed with assigning the condition exclusion group to the relevant pricing procedure. After selecting the pricing procedure for which you want the condition exclusion to be active, select the folder Exclusion where you can assign the relevant condition exclusion procedure to the relevant condition exclusion group.
When using the condition exclusion group to find the best condition record in a condition type only use one condition type per exclusion group. The most important thing to remember here is to deactivate the Exclusive Indicator on the access sequence assigned to that condition type. Otherwise, the system will merely find the first condition record and stop searching for other records.
Condition index is very useful for searching the condition record for a customer. It becomes easier and faster to search for condition records for a customer or material just like it become easier to search a topics in the book with help of index. You have to mark the "condition index" check box in the condition type and you have to activate the index in customization. You can set the discount for fast ten orders through "condition update". First, in your discount condition type(V/06) activate the "condition update" check box. Second, in the condition record, in additional data put "maximum number of orders" as 10. You may also create the condition record for discount through VK31. Now go to change(VK32), scroll to the right, you will find a column "N". This is maximum number of order field. Here you can put value 10 and save it. Now, system will give the discount to the first 10 orders.
What is the difference between: 1. Conditional base value 2. Conditional value. 3. Conditional amount 1. Conditional base value When a value is derived for a condition type, based on certain calculation this value is taken as base. 2. Conditional value. For the number of units ordered depending on the condition amount mentioned this value is derived. 3. Conditional amount This is nothing but the unit list price what you are mentioning for the line item.
1) What is the role of alternative calculation type, condition base value, requirement in pricing procedure? 2) Where do we define value for alternative condition base value and alternative calculation type so that system picks up different value, when the value for alternative condition base value and alternative calculation type is mention in pricing procedure? **Alternative Calculation Type:** This function allows you use a formula as an alternative in finding the value of the condition type, instead of standard condition technique. this can be used to calculate complex tax structures. Alternative condition base value The alternative condition base value is a formula assigned to a condition type in order to promote an alternative base value for the calculation of a value. Example An absolute header discount is, for example, distributed in the standard system according to the cumulative value of the items. If the system distributes the absolute header discount according to volume based on the Alternative formula for condition base value , a header discount of $30 results in the following discounts: Item Value Volume . 1 $1000 2 cbm
2 $500 4 cbm Stand. disc. Volume disc.(With Formula) $20 $10 $10 $20 Condition formula for alternative calculation type Alternative formula to the formula in the standard system that determines a condition. Requirement This function is used to assign a requirement to the condition type. This requirement can be used to exclude the system from accessing the condition type and trying to determine the value. This can be used to specify that the condition type should only be accessed if the customer has a low risk credit.
DIFF in the pricing procedure so that the condition is only calculated when a corresponding entry has been maintained in the table T001R. Please check the customizing table T001R. or try this go to IMG path --> SAP Netweaver --> General Settings --> Currencies --> Define rounding rules for currencies. Here maintain the rounding unit which will be stored in Table T001R. then in the t-code ob90 you can maintain that. Go to v/08 maintain in condition base value 16 routine. Purpose This is an example of a condition value formula. This type of formula can be used to influence the value shown for the condition in pricing. A condition value formula is assigned to a condition type or value line in the pricing procedure. Formula '16' was delivered along with condition type DIFF to support the rounding unit rules that can be defined in T001R for company code / currency combinations. Condition type DIFF was delivered to perform the rounding at the end of the pricing procedure with the total value. Using formula '16', the system computes the rounded value and assigns the difference to the condition type DIFF. In-17 c.base value Round according to T001R Purpose This is an example of a condition value formula. This type of formula can be used to influence the value shown for the condition in pricing. A condition value formula is assigned to a condition type or value line in the pricing procedure. Formula '17' was delivered so that a condition value could be rounded off according to the rounding unit rules (e.g. plus 5 or 10 or 100 units) that can be defined in T001R for company code / currency combinations. When formula '17' is assigned to a condition type, the condition value will always be rounded using T001R.
Where I can do setting of rounding profile for a new created condition type? 1) Create Rounding rule ( Unit of measure rounding rules ) Path : Materials --> SPRO Quantity Optimizing and Allowed --> Order Optimizing --> Purchasing -> Management Unit of Measure Rounding Rules --> Logistics Units of Measure Here give new rounding rule and % rounding up and down values
2) Create Unit of measure groups Path : Order Optimizing --> Purchasing --> Materials Management --> SPRO Unit of Measure --> Quantity Optimizing and Allowed Logistics Units of Measure Groups Create new group for YD and ROL 3) Dynamic rounding profile Path : Order Optimizing --> Purchasing --> Materials Management --> SPRO Maintain Rounding -> Quantity Optimizing and Allowed Logistics Units of Measure Profile Here give Rounding profile name and plant and click on Dynamic to create new profile In next screen give desc. For rounding profile, rounding off method as 2, and rounding rule which you have created. Assign created Rounding profile in info record also UOM group Maintain minimum order qty as 1 Rol and Order unit as ROL in Info record In material master maintain conversion as 1 Rol = 3500 yards
To use a field not defined in the field catalog, you need to add this field to the KOMK or KOMP structures, and then write the ABAP code to transfer the data in the field from the transaction tables to the communication structure. Follow these steps: 1. Create the field in the KOMK (header data) and KOMP (item data) tables using the standard includes provided for this requirement. 2. Write the code in the user exit to read the transaction data and transfer it to the KOM x structures. Menu Path The menu path here is IMG, Sales and distribution, System modification, Create new fields (using the condition technique), New fields for pricing. Adding the Field to KOMK and KOMP This process requires some knowledge of the ABAP dictionary and how to use the ABAP dictionary to create and change fields and tables. You may have to use an ABAP skill to assist you. If the field is from the header table (for example, the order table VBAK), youll need to add it to the include table KOMKAZ in table KOMK. If the field is from the item table (for example, the order item table VBAP), youll need to add it to the include table KOMPAZ in table KOMP. Lets say you need to use the base material to define a price and the base material is not in the pricing field catalog. The base material is a field on the material master basic data screen and is defined as MARA-WRKST. Since this relates to the material, it is at the item level, so you would add the field to the KOMPAZ include table. Note When you add a field to these tables, it must start with ZZ. Therefore, the field you add would be ZZWRKST. In ABAP, when you add the field, use the same domain as in the field in the original table MARAWRKST. After adding the field, generate the structure KOMP. This field is not available in the field catalog and can be used in condition tables. Writing the ABAP Code The field in the communications structure will be blank unless the ABAP code transfers the data from the material master to the field KOMPZZWRKST. Pricing occurs in the order and in the invoice, so you need to put this code in both places. For the order transaction, write the ABAP code in user exit USEREXIT_PRICING_PREPARE_TKOMP in include program MV45AFZZ. For the billing transaction, write the ABAP code in user exit USEREXIT_PRICING_PREPARE_TKOMP in RV60AFZZ.
Note : The TKOMP is for the item level. If you are writing the code for a field at the header level, you would use the user exits that end with TKOMK. The ABAP code would select the Base material field from the material master table using the material from table VBAP/VBRP. It would then transfer this field to the structure TKOMP from MOVE MARAWRKST to TKOMPZZWRKST.
The second variant is the Billing Layout display variant. This is after clicking the Display Billing List Button. After creating your layout display variant, you can set it by clicking :Settings -> Display Variant -> Administration Select the layout display variant you want and click :Edit -> Define default settings
Define new document pricing procedure in SM30 - V_TVKV for billing. Assign new document pricing procedures to billing types in SM30 - V_TVFK_PR
Define the Condition Exclusion Groups in OV31. Assign the Condition type for the Condition Exclusion Groups in OV32. Assign the Billing Pricing Procedure in VOK8 for the Condition Exclusion Groups.
When billing document is being created just enter manually your new price and the pricing program logic will include only the higher price one, excluding the rest that are lower price.
Billing documents in VTFF e.g. G2 - Debit Memo F1 - Invoice G2 - Debit Memo F2 - Invoice
Deliveries in VTFL e.g. F1 - Invoice LF - Delivery F1 - Invoice ZOR - Your Delivery Usually for copy control, you let the rest of the settings remains as SAP defaults. You only assign the new Billing Document Types. After that use transaction VCHECKTVCPF to check your Copy control customizing.
Your Billing Block will not worked if you did not assigned it to the desired billing types.
You can auto block by :1. sales document type in transaction VOV8, fields Billing Block, or 2. item categories in SM30 - V_TVAP, by filling the fields Billing Block.
processing. For example, for milestone billing, you must be able to enter data to identify the individual milestones. IMG configuration requires :1. 2. 3. 4. 5. 6. 7. 8. Maintain billing plan types for milestone billing in OVBO. Define date description in SM30 - V_TVTB. Maintain Date Category for Billing Plan Type IN OVBJ. Allocate date category in SM30 - V_TFPLA_TY. Maintain date proposal for Billing Plan Type in OVBM. Assign Billing Plan Type to Sales Documents Type in OVBP. Assign Billing Plan Type to Item Categories in OVBR. Define rules for determining the date in OVBS.
Milestone billing is typically used for billing projects, such as plant engineering and construction projects. Such projects often include a series of milestones that mark the completion of different stages of the work. In the SAP R/3 System, milestones are defined in a network along with planned and actual dates for the completion of work. The milestones are also assigned to the billing dates in the billing plan. Each milestone-related billing date is blocked for processing until the Project System confirms that the milestone is completed. Delivery-relevant order items for which a milestone billing plan applies are billed on the basis of the requested delivery quantity and not on the total of the confirmed quantities. The connection between the project and the sales document item is made in the individual schedule lines of the item. Each schedule item can be assigned to a network in a project. To display the project-related data for a schedule line, proceed as follows: In one of the overview screens of the sales document, select 1. 2. Item -> Schedule lines. Mark the schedule line and select Procurement details.
The following figure shows an example of milestone billing where only the Contract have been billed : Order Item Turbine 100,000
Billing Plan Billing date Status 01-10-94 01-03-95 01-04-95 01-05-95 01-06-95 Description Contract Assembly Maintenance Acceptance Final invoice % 10 30 30 30 .. Value 10,000 30,000 30,000 30,000 .. Billing Block x x x x Milestone x x x x Billing x
Network/Activities Milestone Assembly Maintenance Acceptance Estimate 01-03-95 01-04-95 01-05-95 Actual 01-03-95
For each billing date in a milestone billing plan, you can specify whether the billing date is: 1. fixed 2. always updated with the actual date of the milestone 3. updated with the actual date of the milestone, if the date is earlier than the planned billing date for the date
Automatic creation of billing plan dates Pricing Billing block Billing index Billing status Billing rule for milestone billing Fixed dates in milestone billing Document flow Creating with reference Exchange rate determination Automatic Creation of Billing Plan Dates
In Customizing for Sales, you control how the system automatically creates the schedule of dates in a billing plan. The system determines the schedule of individual dates based on general date information, such as the start and end dates. This general date information is copied either from contract header data or from proposals in the billing plan type.
Pricing Sales document items are billed as each billing date in the plan becomes due. The system determines the amount to be billed either from the condition records that are applicable to the item or from the values that are explicitly entered in the billing plan for a particular billing date. In milestone billing, for example, you can specify a percentage to be billed or an actual amount. Billing block A billing block can be set for each date in a billing plan. The block prevents processing for a particular billing date but does not necessarily affect any of the other dates in the plan. In milestone billing, the system automatically sets a billing block for each billing date. This block remains in effect until the project system reports back that the milestone in the corresponding network has been successfully completed. At this point the system removes the block. Billing index For every billing date in a plan, the system creates and updates a billing index. If a billing date is blocked for billing, the system copies this information into the index. Billing status The system assigns a billing status to each billing date in the plan. The status indicates to what extent the billing has been processed for that particular date. After billing has been carried out successfully, the billing status is automatically set to C. This prevents a billed date from being billed again. Billing Rule for Milestone Billing For every date in the milestone billing plan, you can specify a billing rule. The rule determines how the billing amount for the particular date is calculated. For example, you can specify whether the billing amount is a percentage of the total amount or whether it is a fixed amount. In addition, you can specify that the amount to be billed is a final settlement that takes into account billing that has not yet been processed. For example, price changes may take place after billing dates in the plan have already been processed. The price differences can be taken into account during final settlement. Final settlement is not automatically proposed in the billing plan by the system; you must enter it manually during processing. Fixed dates in milestone billing You can control for each date in a billing plan, whether the date is fixed or whether the system copies the date from the planned or actual milestone dates in a project. Document flow
After a particular date in a billing plan is processed for billing, the system updates the document flow for the corresponding sales document item. The document flow for the sales document displays the following data:
Creating with reference When you define a billing plan type in Customizing for Sales, you can enter the number of an existing billing plan to serve as a reference during subsequent billing plan creation. During sales order processing for items that require billing plans, the system automatically proposes the reference plan and, if necessary, re-determines the billing dates (based on the current date rules) for inclusion in the new billing plan. Exchange rate determination In the billing plan with partial billing, you can store a certain exchange rate for each date. The amount billed is the amount determined after using this exchange rate to convert from the local currency into the document currency. An exchange rate can also be stored at item level for the sales document (field: Exchange rate for FI on the Billing tab page. This fixed rate is valid for all dates in the item billing plan for which no rate is specified in the billing plan. If an exchange rate is entered both for the date in the billing plan and at item level in the exchange rate field, then the system uses the rate specified for the date during billing. If no exchange rate is entered for the the date or at item level, then the system uses the exchange rate used for invoice creation and it is forwarded to FI.
When using a header billing plan, all billing plans linked to this header billing plan are automatically updated. If, for example, you enter an exchange rate manually for the first date in the header billing plan, this is automatically copied to the corresponding dates for the item billing plans.
11162 - Invoice split criteria in billing document 36832 - Invoice split in fields from the sales order
* Header data * VBRK-xxxxx = ............ * Item data * VBRP-xxxxx = ............ * Additional split criteria DATA: BEGIN OF ZUK, MODUL(3) VALUE '001', VTWEG LIKE VBAK-VTWEG, SPART LIKE VBAK-SPART, PSTYV LIKE VBAP-PSTYV, <- New line END OF ZUK. ZUK-SPART = VBAK-SPART. ZUK-VTWEG = VBAK-VTWEG. ZUK-PSTYV = VBAP-PSTYV. <- New line VBRK-ZUKRI = ZUK. ENDFORM. After this routine is created and activated place it as the default copy control routine instead of the old ones.
To overcome this, the only way was to break the accounting invoices, 1 with 950 items and the other with the rest.
Here is a proposal of customizing activities to achieve this: 1. Create a new item category as a copy of the normal item category used for non-prepaid sales. (Change the billing in the item category to order related billing with no billing plan) 2. Create a new item category group "ZXXX" or something of your choice with the description "Prepaid" or something like that. 3. In item category assignment, add or check entries so that you have the order type used, and item category group defaulting the new item category. 4. Check copy control from sales document to billing document for the new item category. Also delivery copy control could be good to check. 5. Create a new distribution channel and assign it to the company structure (plant, sales org etc) 6. Extend your material(s) with views for the new distribution channel and enter the "ZXXX" item category group in the field for sales item category group (I think it is on sales 2 screen but I am not sure, can't access a system right now). Now you should be able to create a sales order with the new distribution channel where the new item category is defaulted. Check that the sales order is completed when both billing and goods issue for the delivery is posted. If not check the completion rule in the new item category.
Check the detailed error log in VF01 screen. We may get more information on error. Then, check have you completed the PGI for the delivery document or not. Next, go to that Item Category functionality VOV7 and find if it is order or delivery related billing. And after that go and check in the particular Sales order document type whether billing document types are maintained in the sales document or not. If every thing is correct go and find with copy controls If it order related, go VTFA If it Delivery related, go VTFL and check in your document type combination is maintained or not, if they are maintained item category is available or not. After delivery while creating billing document system showing error that no billing document is generated for material no 395. So how I can solve this issue. Check if Item Category is checked for Billing or not. Normal Sales Order Cycle:Step 1: Sales Document Type IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header: 1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order. 2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team. 3. Assign Sales Area To Sales Document Types: A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error. B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area. Sales Document Item: *1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New. *2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category Schedule Line: 1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New. 2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.
Step 2: IMG > Logistic Execution > Shipping > Deliveries > *1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New. *2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New. *3. Define Number Ranges for Deliveries: Ensure to maintain number range. Step 3: IMG > Sales and Distribution > Billing > 1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New. 2. Define Number Range For Billing Documents: Ensure to maintain number range. 3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc. Note: Ensure that Copy Control settings are done Sales Order to Sales Order (QT --> OR): VTAA Sales Order to Delivery (OR --> LF): VTLA Sales Order to Billing (OR --> F1): VTFA Delivery to Billing(LF --> F2): VTFL Billing to Sales Order (F2 --> RE): VTAF
The configuration differs from scenario to scenario & requirement of the client.
In VA02 , just enter into the sales order goto menu path -> Files-> Cancel or delete option will be there will be there. After deletion / cancellation of that sales order that order doesn't exist in the database. For example , if your sales order number is 1055 and you have deleted or cancelled that sales order, then that sales order number doesn't exist in the database and you cant create another sales order with the same order number 1055. When you create another sales order the number will skip to the next one i.e, 1056. You can only reject the Sales order if there are existing transations: 1. First you need to cancel the billing document using T-code VF11, so it will reverse all the updated accounting entries. 2. Now you need to cancel the Post goods Issue using VL09, once it is reversed, the delete the delivery using VL02N. 3. Once the delivery is deleted, the sales order will be open. Now put a reason for rejection in the line item/s, and reject the order, the order will get closed. It is not advicable delete a sales order. Match Billing Cancel Document How to find out the link between the original and cancelled billing documents? Goto to tcode SE16 Table: VBRK Field: VBRK-ZUONR - Assignment (this field link the original and cancelled billing documents) Cancel billing documents must be successfuly released to accounting. Usually it failed when user tried to cancelled current period with previous date.
If you want to do a batch job for billing, proceed for the following process 1. goto VF04, in the selection screen Delivery document range, for which you want to create billing documents e.g., in SD Document field, give delivery 1 to 10. 2.Now Click on GOTO -> Variant -> Save as Variant, then it will take you to another screen, give the variant name, e.g., test, and save it. 3. goto SM36, this is used to do batch job, if you dont know any thing also, you can do the entire process, using JOB WIZARD, click on Job Wizard which is on the screen. 4. It will take you to different steps, just you need to give your variant name, (in job name field) (in the first screen) the continue for further steps, In the ABAP Progamme Name give SDBILLDL, (this is the programme used to create billing documents) continue to give the specified time which you want to run this batch job, like immediate, after an hour, or a specific day like so. 5. Continue further to complete the task, now you batch job will run at a specified time which you mentioned, if you mentioned as immediately, then once you comple this process, your vairant will run, and billing documents will be created. 6. Plese ensure that all the deliveries are perfect, meaning there is no billing block or any thing. You can check the status of your batch job using t. code SM37.
Difference between the RSNAST00 and SDBILLDL program. RSNAST00 is a program which is related to output related activities. Using this program, we can schedule the creation of outputs (PDFs, email etc) in total for any document created in any of the applications. The details are read and stored in the database table NAST. The same program is customised for each applications using programs like SD70AV1A which are also used for the same purpose but only for sales orders. SDBILLDL is the program for Billing due list. This program finds out all the orders or deliveries or both which are due for billing and it will trigger the billing creation. It reads tables like VBAK, VBAP, VBUK, VBUP, LIKP, LIPS etc and the created billing documents are stored in tables VBRK, VBRP.
Milestone billing can be used for this type of billing purposes when you want to have billing control from the project. Resource billing is based on the resource consumption for the particular activities. Dynamic Item Processor (DIP) profile is used for the resource related billing. Steps to be followed: 1) Configure DIP Profile (T.code ODP1) 2) Specify the usage (i) Billing & Result Analysis (RRB) (ii) Request Quotation (Sales Pricing) 3) Specify (i) Sales Document Type (PS2) (ii) SD Doc Type CMR 4) In Sales Order Type --> Sales Order Category - "L" (Debit Memo Request) 5) Document Pricing Procedure --> PS (Customer Project) 6) Select the billing usage and click on characteristics. eg--> Activity Type 7) Then define sources. Select "Actual Cost" as we use actual cost for RRB. Define% 8) Sources --> Selection Criteria: This would display all characteristics. Now in Activity Type --> Mention the activity type 9) If more activity type are being used then create set of activity type using T.code GS01 10) Material Determination --> Initially create material with "Material Type = Service" 11) The service material should be mentioned in the material determination 12) Criteria -- In criteria allocate the activity type for the specific material. (We can also use cost element, cost center, which we have defined in characteristics) 13) Create Project (T.code CJ20N) 14) Create Sales Order (T.code VA01) 15) Book CATS 16) Execute DP91 to view Sales Pricing
Common Errors: AD01-155: Error during material determination for sales document item. Material Origin field was not checked in the Costing tab of the material master.
IX-057: No cost management is provided for sales document (contract) item. This is usually because there is no requirements type assigned to the contract item (see procurement tab). No material appears in DMR/CMR. In the material master costing view, set the "Material Origin" checkbox (see OSS note 174382) No expenditure item found. Go back to the service order and check there are actual costs Check your DIP Profile; specifically the sources section to ensure you are not filtering out any dynamic items. CO Configuration: KL03: Check activity type validity dates KA03: Check cost element validity dates KA03: For labour, check cost element category is 43 KA03: Check if Record qty flag is set on Indicators tab KA03: Check cost element assigned to your controlling area KP26: Check that activity type is linked to cost centre KP26: Check that there is a rate for the activity type/cost centre KP26: Check are you using the correct version
First Scenario Your accounting document not generated, 1. VF02 Mode Click Release to Accounting" the Accounting documents not generated. 2. If yes, then OK Else 3. Check Whether you have assigned Accounting keys to the relevant condition types. 4. Check Account assignment Procedure VKOA and check G/L account has been assigned. 5. If error found correct it Else 6. Check with FI Consultant whether Accounting entries has been posted with reference to customer and Invoice. Second Scenario If accounting documents gets generated and you use VF11 to Cancel the invoice, then automatically the posting document gets reversed and separate number will be assigned for those documents. This you can see in the document flow. Check with FI Consultant. Please Check this : SPRO--->Sales and Distribution-->Billing Documents-->Define Billing Types Select Billing type S1. Then check Posting Block, it should be unchecked. Check whether for the S1 billing document type Posting block has been checked or not. If it has been checked then uncheck it and secondly also check in the F2 billing document type whether S1 cancellation billing document type has been assigned or not.
Finally check whether the billing document which you were cancelling that billing document generated accounting document or not. If it has not generated the accounting document then check the settings in OBA7
For example, if your credit management is centralized, you can define one credit control area for all of your company codes. If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes. Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record. Tips by : Kapilaa Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER. 1. Transaction OB38 Check which credit control area is assigned to the company code. Company code: Credit control area: 2. Transaction OVFL Check which credit control area is assigned to the sales area. Sales area: Credit control area: 3. Transaction XD02 or VD02 Check which credit control area is assigned to the payer. Payer: Credit control area: 4. Transaction SE37 Is user exit EXIT_SAPV45K_001 being used? 5. Transaction OBZK For the settings under items 2 - 4, field "All company codes" must be marked in Transaction OB45, or the credit control area must be entered under the relevant company code in table T001CM of the credit control areas allowed. Company code: Credit control areas allowed: 6. Settings for the credit checks 7. Transaction OVAK Which settings do exist for the sales document type used? Sales document:
Check credit: Credit group: 8. Transaction OVAD Which settings do exist for the delivery type used? Delivery type: Credit group for delivery: Credit group for goods issue: 9. Transaction OB01 Credit management/Change risk category Definition of the risk category for each credit control area. This risk category can be assigned to a credit account by using Transaction FD32. 10. Transaction OVA8 Here, the individual credit checks for key fields o credit control area o risk category o credit group are set. Take these key fields from the above settings and go to the detail screen. In particular, check whether fields "Reaction" and "Status/block" are set correctly. To carry out follow-up actions in case of a credit block, the credit check status must be set (field "Status/block"). 11. Transaction FD32 Credit master data for the payer of the relevant document. Credit account: Credit limit: Risk category: Currency: 12. Settings for updating the credit values Update of the credit values is required for the limit check (static or dynamic credit limit check). 13. Transaction OVA7 Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to field "Active receivable" in Transaction VOV7. Item type: Active receivable: 14. Transaction V/08, Pricing In the pricing procedure used for pricing, subtotal "A" must be entered in a line for determining the credit value (mark the pricing procedure and doubleclick on "Control"). Usually, the net value plus taxes is used. This way the system is determined to use this subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for update and credit check. You can find the used pricing procedure of the order under "Item -> Condition -> Analysis". Pricing procedure: Line with subtotal = 'A':
15. Transaction OB45 Which update group (field "Update") do you use in the relevant credit control area? The default setting is "12". If you use another update group, check whether this is fine with you. If you open an OSS message, please tell us the alternative update group. Credit control area: Update: 16. Transaction OMO1 Which kind of update did you choose for structure S066? In any case, "Synchronous update (1)" has to be chosen as the kind of update. All other settings will lead to errors.
*} REPLACE *{ INSERT DEVK966908 1 *} INSERT * Read the subsequent function information for the message PERFORM FOFUN_TEXT_READ USING GL_FOFUN CHANGING FOFUN_TEXT. MESSAGE ID 'V1' TYPE 'E' NUMBER '849' WITH FOFUN_TEXT RAISING ERROR. *{ INSERT DEVK966908 2 *} INSERT ENDIF. ENDFORM.
Sales value field in not getting updated after creating the billing
-----Original Message----Subject: Sales value field in not getting updated after creating the billing we are on 4.6b. we are going for credit management but facing one problem. in fd32customer credit management change - the sales value feild in not getting updated after creating the billing. eg. when i create the order - the order value get updated in the sales value in fd32. after creating the delivery - that value remains same in the feild of sales value. but when i am going for billing (delivery related), the bill value is appearing in 'receivables' but the amount in 'sales value' is not getting reduced. because of this the credit exposure is increasing continuously. update group for corrosponding credit ctrl area is 12. also the item is mark for credit update. can anyone tell the missing link? thanking in advance -----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing Hi, You need to check couple of settings like: 1. Your customer should be assigned the credit control area. 2. In your Item Category Credit should be active. Regards, -----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing customer is assign to concorn CCA and item category is mark for credit active -----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing Hi, Check the credit update group in the transaction OB45. The credit update group controls when the values of open sales orders, deliveries and billing documents are updated. It should be '000012'. Further also refer to the OSS note 18613. Have fun
-----End of Message-----
2) Open Delivery Doc.Value : Which is delivered but not billed 3) Open Billing Doc.Value : Which is billed but not posted to FI 4) Open Item : Which is transfered to FI but not received from the customer. DYNAMIC CREDIT CHECK : 1) Open Doc 2) Open Delivery 3) Open Billing 4) Open Items 5) Horizon Period = Eg.3Months Here the System will not consider the above 1,2,3& 4 values for the lost 3 months Then assign the Sales Doc & Del Documents. Sales Doc.Type(OR) + credit Check(0) + Credit Group (01) Credit Limit Check for Delivery Type : Del.Type (LF) + Del Credit Group (02) + Goods Issue Credit Group (03) Tips by Ch.Y.Rajasekahar
In this activity, you maintain excise registration IDs. You create one ID for each of your business's excise registrations. - For each excise registration in your business create a registration ID, and state: - Which taxes the registration covers (additional excise duty, special excise duty, and cess) Fields for any taxes that are not covered will be hidden in transactions involving excise duty. - The maximum number of items to be printed on each excise invoice - Whether you are allowed partial CENVAT credits Maintain Registration ID NUMBER, Excise code number, excise registration number ECC Number: Specifies the organization's ECC number. Excise Registration Number: A number assigned to each premises or location that has registered as a manufacturer with the excise authorities. Every entity with an excise registration number is required to keep its own excise books. Excise range: Specifies the excise range in whose area the excise registration is located. Excise Division: Specifies the excise division in whose area the excise registration is located. Excise Collectorate: The code of the excise collectorate in whose area the excise registration is located. Indicator for confirming, AED usage Additional Excise duty Percentage. These are livable under the additional duties of excise act. These duties are in addition to basic excise duty and special excise duty. Example - Additional Excise duty is livable in case of textile products, tobacco and sugar. Similarly for SED CESS Number of Items in Excise Invoice Shows the maximum number of line items that the authorities allow per excise invoice. Dependencies - This information is used when you create an excise invoice in Sales and Distribution (SD) for factory sales and for other movements. This information is used to split the transfer postings' items into multiple subcontracting challans. Excise register set description: Description of the excise registers set. Partial CENVAT Credit: Indicates that the excise registration ID is allowed to credit only a portion of its input excise duty to its CENVAT account Dependencies - When you post a goods receipt, the system splits the input excise duty on the material into its deductible and nondeductible amounts. It posts the deductible duty to the appropriate CENVAT account, and adds the nondeductible duty to the material value. This information is also shown when you post the vendor's excise invoice. Maintain Company Code Settings. In this IMG activity, you maintain the data relating to your company codes. Document Type for CENVAT Postings. It controls, which document type the system uses when making CENVAT postings in Financial Accounting (FI). Here ED is document type for cenvat posting.
Indicator for providing debit account overwriting Debit Account Overwrite Indicator. X - Indicates debit accounts can be overwritten. Use In excise journal voucher transaction. It provides the flexibility to the user to enter the debit account of his choice depending on the nature of transaction. Automatic balance Indicator - Excise year start month. The calendar month marking the beginning of the excise year. This start month represents the month for the start of the excise invoice number range. The month 04 is entered here indicating April of the calendar year as the start month for excise invoices. Any change by the Excise authorities regarding start month should be taken care of by an entry in this field and initialization. Excise invoice selection procedure :Excise invoice selection type. To indicate the method opted by the company for selecting the excise invoice. It can be either earliest or latest invoices that were received. Number of excise invoices to be selected Indicates the number of excise invoices that needs to be selected in the excise invoice selection. Days to be considered for excise invoice selection Number of days from document date for excise invoice selection. Example - If the value of this field is 20 and today is 28-03-97. The excise invoice selection will show the related invoices only for the period 08-03-97 to 28-03-97. Document type for TDS FI posting: Financial accounting document type for TDS posting. Document type for FI posting on Utilisation Financial accounting document type for TDS posting. Indicator for item level excise duty round off - This indicator is to be used for deciding whether Item level excise duty amount rounding off is required during procurement cycle. If marked 'X' then the excise duty amount will be rounded off to the nearest rupee at the Purchase order level. This will not round off the CENVAT credit to be taken. If the duty amount is less than one rupee then no rounding is done Rounding off of Excise duty for outgoing excise invoice - You can round off the Excise amount to be paid during an outgoing Excise invoice by marking this indicator as 'X'. The rounding is done at the item level for each item where the amount is greater than 1 Rupee. Immediate Credit on Capital Goods - Instructs the system, when you verify a goods receipt for capital goods, to immediately post half of the input excise duty to the appropriate CENVAT accounts. The rest is posted the CENVAT on hold account, for use in the following year. CVD Clearing Account - Specifies which G/L account the system credits when you take a CENVAT credit on countervailing duty in the Incoming Excise Invoices transaction. Exchange rate type - Key representing a type of exchange rate in the system. - You enter the exchange rate type to store different exchange rates. Example - You can use the exchange rate type to define a buying rate, selling rate, or average rate for translating
foreign currency amounts. You can use the average rate for the currency translation, and the bank buying and selling rates for valuation of foreign currency amounts. Exchange rate type to be used for Export excise duty converts - When you are creating an Excise invoice for export sales then the exchange rate for duty calculation will be picked up using this Exchange rate type. Maintain Plant Settings - In this IMG activity, you maintain excise information relating to your plants. Plant Settings - In this activity, you maintain excise information relating to your plants. For each plant: - Specify whether it is a manufacturing site or a depot. - Assign it an excise registration ID. - You can assign the same ID to more than one plant, if required. Depot - Indicates that the plant in question is a depot. - Depots are required to prepare register RG 23D, and follow different procedures for goods receipt and invoice generation. - Number of goods receipt per excise invoice. - Multiple GR for one excise invoice, Single credit - Multiple GR for one excise invoice, multiple credit Maintain Excise Groups - In this IMG activity, you define your excise groups. For each excise group, you can also control how various excise invoice transactions will work. Excise Groups - In this activity, you define excise groups. An excise group allows you to maintain a separate set of excise registers and excise accounts. The RG 23A, RG 23C and PLA serial numbers are created for an excise group. Recommendation - Under normal circumstances, excise authorities require every business to maintain only one set of excise registers and one set of accounts. But through exemption from the authorities, multiple books can be maintained. If your company has only one set of excise registers, then you need to maintain only one excise group. 1. Create one excise group for each set of registers that you need to keep. 2. Assign the excise groups to plants. 3. Maintain whether this Excise group is for a depot or not. If you receive only one consignment for an Excise challan then you can leave GR's per EI as blank. If you receive multiple GR's for a given Excise challan and would like to avail multiple credit mark the GRs per EI as 'Multiple GR's for one excise invoice, multiple credit'. Alternatively if you want to availa the credit only after all the goods receipts have been made mark it as ' Multiple GR for one excise invoice, single credit'. 4. If you want to automatically create Excise invoice during Sales cycle at the time of billing the tick the indicator 'Create EI' 5. During depot sales if you do not want to do RG23D selection and posting separately and would like to complete RG23D selection in one step mark the indicator 'RG23D Auto post'. This will post the selected records into RG23D automatically. You cannot cancel the selection later. 6. If the indicator 'Default GR qty' is marked system will default the Excise challan quantity on to the Goods receipt if the Excise invoice number is given in the pop-up.
7. If the indicator 'Folio no create' is marked system will generate Folio numbers for RG23D during receipt of excise invoice into depot. 8. 'Automatic posting' when ticked will post the Excise invoice other movements automatically along with creation in single step. 9. 'Create Part1 for Block Stock' when marked will create a Part1 during the receipt of material into Blocked stock . 10. 'Create Part1 for STO' when marked will create a Part1 during the receipt of material through inter plant transfers. 11. 'Create Part1 for consumption stock' when marked will create a Part1 during the receipt of material into consumption stock. Excise Group Governs which set of excise registers a business transaction will be included in. Following is the relation between excise group, plant and registration. - In define excise groups in Customizing. Then, in transactions involving excise duty, for example, when you post a vendor's excise invoice, you specify which excise group you are using. This information tells the system which G/L accounts to post the excise to. At the end of the period, when you come to prepare your excise registers, you create different sets for each excise group. Indicates that the plant in question is a depot. - Depots are required to prepare register RG 23D, and follow different procedures for goods receipt and invoice generation. - GR Per Excise Invoice - Multiple GR for one excise invoice , Multiple credit - Multiple GR for one excise invoice , Single Credit Create Excise Invoice Automatically - Instructs the system to automatically create a Sales and Distribution (SD) excise invoice immediately you create a commercial invoice or a pro forma invoice. The excise invoice is created in the background. - If you want to make use of this function, you must also define the default plant, excise group, and series groups in Customizing for Sales and Distribution (SD), by choosing Excise Group - Series Group Determination. RG23D Sales Creation and posting option - RG23D Automatic Option if selected will create Depot excise invoice by posting the selection of excise invoices in single step. If this is not selected then you need to separately do RG23D selection followed by PGI and then RG23D verification and posting. If you need automatic posting of RG23D selection then the Post Goods Issue should have been completed before running RG23D selection. Default excise qty in GR - If this indicator is ticked then while doing Goods Receipt using 'MB01' system will default the excise invoice quantity on to the Goods receipt document. Folio number for depo Posting - If this indicator is marked then while creating Excise invoice for other movements system automatically does the Verify and Post. You need not separately Post the excise invoice Also we can set indicator for creation of part 1 for: - Blocked stock
- Stock transport order - Consignment stock Maintain Series Group - In this IMG activity, you define the different excise series groups within your company. Series groups allow you to maintain multiple number ranges for the outgoing excise documents. Based on excise regulations and exemptions from the authorities you can maintain multiple number series for outgoing documents. But each of these series has to be declared to the excise authorities. - Define excise series groups based on type of outgoing document - Assign series group to excise registration ID - If no financial postings are required for an Excise invoice in this seris group then you tick the 'No utilization' indicator. - If the CENVAT has to be paid immediately and you need not wait for the Fort nightly payment then mark the 'Immediate Utilization' Iindicator. Example - You could define two series groups, group 001 for excise invoices, and group 002 for 57 F4 documents. - No account postings for CENVAT in sales cycle - No utilization Flag If you do not need any CENVAT utilization for an excise invoice but would like to just generate an excise invoice then you need to mark this indicator. If the flag is checked then system will create an Excise invoice in the given Series group but there will not be any account postings or Part2 postings. Immediate Utilization of CENVAT - Specifies that when you create an excise invoice, the system immediately pays the amount from CENVAT and creates the Part II entry. Such invoices will not be listed for fortnightly utilization. If you have both fortnightly and immediate utilization for the same excise group, the account determination within CIN IMG should point to the ED interim account. Account determination for immediate payment will be done exactly the same as being done for fortnightly utilization program. Maintain Excise Duty Indicators - In this IMG activity, you maintain the excise duty indicators. IMG > Logistics - General > Tax On Goods Movement > India > Basic Settings > Determination of Excise Duty > Select Tax Calculation Procedure In this IMG activity, you specify which tax procedure you want to use for determining excise duties and sales taxes on input materials in India. - If you use condition-based excise determination, use a copy of the tax procedure TAXINN. - If you use formula-based excise determination, use a copy of the tax procedure TAXINJ. This tax procedure also supports condition-based excise determination, so that you can work with both concurrently. We strongly recommend that new customers use condition-based excise determination. Note that once you have started using a tax procedure, you cannot switch to another one, otherwise you will not be able to display old documents.
Maintain Excise Defaults - In this IMG activity, you define which tax procedure and pricing condition types are used in calculating excise taxes using formula-based excise determination.
If you use condition-based excise determination, fill out the CVD cond. field and leave all the others blank. If you use formula-based excise determination, fill out all of the fields as follows: - Enter the tax procedure and the pricing conditions that are relevant for excise tax processing. - Specify the purchasing and sales conditions types used for basic excise duty, additional excise duty, special excise duty, and cess. - Specify the conditions in the sales order that are used for excise rates. - Specify the countervailing duty condition type used for import purchase orders.
A return is a sales document used in complaints processing for when a customer sends goods back. You enter a return in the system if the customer returns damaged goods, or goods that had been delivered for sale on approval. The return causes the system to: Register the receipt of goods using a returns delivery, and post the goods to stock (for example, blocked stock). Create a credit memo, once you have checked the goods and approved the complaint. A return is another type of sales document like a standard order. The return triggers the following functions: - Delivery (returns delivery) - Billing (for creating a credit memo) When you create a return based on a complaint, you: Post the goods to your warehouse for checking And then, implement one of the following activities: - Approve the complaint and create a credit memo - Approve the complaint, and implement a free of charge subsequent delivery based on the return - Reject the complaint PGI (Post Goods Issue) may be cancelled by Transaction code VL09. The accounting document is just the reverse of the original PGI document. In my company, we use project stock (movement type 601 Q for PGI). VL09 creates the movement type 602 Q. But rather than VL09, the generally accepted method in my company for the reverse items is to use the movement type 653, "back to the to the storage location." The accounting document takes the cost "from" the project and moves it back "to" the storage location. The movement types are entered in the schedule lines in customizing, which are then assigned to the item categories. However, in this process, "no invoice" takes place. If you have a delivery related invoice, it should be cancelled beforehand. If you do not give replacement, the Customer Account needs to be credited. Please do not forget to create a Billing document (Formally Return Credit Memo) with reference to return delivery. It is very important in order to close the cycle. If you do not create a return credit memo, your delivery will keep appearing in the "Billing Due" list and with status "Being processed". When you create a return order type RE, the billing type is picked up as RE (Return Credit Memo) automatically. When you are creating a replacement, you can create a replacement order, delivery, and billing. To create the replacement order, you can define an order type by copying from order type OR. In the copy control, you can define the relevant item categories from RE to OR. You can make reference Mandatory for this order type. The delivery type for this replacement order type will be LF and billing type F2.
When you are creating a replacement, you can create a replacement order, delivery, and billing. To create the replacement order, you can define an order type by copying from order type OR. In the copy control, you can define the relevant item categories from RE to OR. You can make reference Mandatory for this order type. The delivery type for this replacement order type will be LF and billing type F2.
All these settings can be found in the IMG. Under SD - master data - business partners customers - customer hierarchy You use for example customer hierarchy when you have an company like Unilever and you agree both on a discount. Unilever does have different locations / businesses and you have to maintain the discount for all customers. If you use a customer hierarchy you can maintain the discount for the partner in the top of the hierarchy and in this way it will be valid for all customers in the hierarchy.
Different material codes can have same product hierarchy (assigned to material master in basic data view). When a sales cycle happen then after billing document a PA (profitability analysis) document is created in which product hierarchy is populated and used in CO-PA reporting.
Explain the use of product hierarchy and the step by step procedure to define and use it? Product Hierarchy is used for Profitability analysis. You can have maximum of three level in SAP for a product. You have to give the product hierarchy in Material master Sales- Sales Org -2 view. You can define the product hierarchy in IMG settings from the following path
Customizing is to be made in: IMG -- Logistics General --> Material Master --> Settings for Key Fields --> Data Relevant to Sales and Distribution --> Define Product Hierarchies --> Maintain Product Hierarchy Product hierarchies can be created using code OVSV. A product hierarchy is assigned to the material master record. The hierarchy is broken down into specific levels, each level containing its own characteristics. A product hierarchy is recorded by the sequence of digits within a hierarchy number. The hierarchy number can have a maximum of 18 digits with a maximum number of nine levels. Thus by assigning the hierarchy number to the material, one can determine a classification of the material. This hierarchy can be used in pricing with each level being used as field in the condition technique. Its like if you are having category CAR. In that many cars come into picture. CAR>>MARUTI>>SX4, Swift, zen, alto. B>> 01 >>01 Then from above example B0101 is the hierarchy for SX4. So in that hierarchy many cars come, like variants and all the things. In this way you can take e.g. of wood products also.
It shows the next level of the product. How many levels that product are having.
The product hierarchy can be structured via DDIC structure PRODHS. In the standard system, a product hierarchy can be created with up to three levels. The individual levels can contain the following number of digits: Level number of allowed digits: 15 25 38 This can be changed as of Release 3.0, where it is possible to extend the maximum number of levels to 9. If you want to change the standard setting of PRODHS, e.g. you want to change the number of levels, proceed as follows: 1. Create an appropriate domain in the Data Dictionary (type CHAR with the required length). 2. Assign these domains to the standard data elements PRODH1, PRODH2, ..., PRODH9. Please note that you should use these standard data elements. 3. Change the structure PRODHS by creating or deleting fields with reference to the data elements. Choose ZZPRODHN as field name, where n is the position of the field in the structure PRODHS. You want to change the structure of the product hierarchy from 5/5/8 digits to 5/5/5/3. Proceed as follows: Create the following domains: ZPRODH3 with length 5, category CHAR, ZPRODH4 with length 3, category CHAR, Change structure PRODHS: Structure PRODHS in the standard system: Structure Fields Data element Category Length PRODHS -> PRODH1 PRODH1 CHAR 5 PRODH2 PRODH2 CHAR 5 PRODH3 PRODH3 CHAR 8
Changes according to example: Structure Fields Data element Category Length PRODHS -> PRODH1 PRODH1 CHAR 5 PRODH2 PRODH2 CHAR 5 PRODH3 PRODH3 CHAR 5 ZZPRODH4 PRODH4 CHAR 3 Please take help of ABAPER in extending the levels of Product hierarchy. Configure for Product hierarchy at : SPRO-> IMG-> Logistics - General-> Material Master-> Settings for Key Fields-> Data Relevant to Sales and Distribution-> Define Product Hierarchies
allocation against several product allocation scenarios, before the required quantity is confirmed 4.Define Consumption Periods (OV5Z) The allocation consumption periods functionality is only valid if the allocation method flag has been set (OV1Z). If you have de-selected the method field, this functionality is not available. The consumption window indicates the number of past and future periods to be used in the allocation check. 5.Control Product Allocation (OV4Z) In order for the allocation process to function properly, allocation control records are created primarily to map allocation procedure steps to their corresponding objects so that the allocation data records can be located for validation. Secondly, validity periods must be established to indicate when the allocation control records are active. Finally, the user has the option of establishing a conversion factor per allocation control record to accommodate BOM listings of constrained materials 6.Activate Allocation for Requirement Class (OVZ0) In order to turn on allocation in the standard order processing functionality, the requirements class must have a flag indicating that allocation is relevant. 7.Activate Allocation for Schedule Line Category (OVZ8) In order to turn on allocation in the standard order processing functionality, the schedule line must have a flag indicating that allocation is relevant 8.Create Planning Hierarchy (MC61) In order to adequately establish allocation quantities, the user must initially determine the level at which the allocation is to take place and the aggregation factor of the allocation quantities. In this step, the levels for the collective allocation search procedure are also identified. 9.Generate Masking Character (OV7Z) Upon completion of the level determination for the planning hierarchy, the collective allocation masking character must be generated to allow aggregation indicators to be established. This transaction simply reads the hierarchy established in the planning table and then generates a collective mask character for each level of the hierarchy 10.Modify Planning Hierarchy (MC62) This step is a repeat of MC61 where the initial hierarchy was established. In order to complete the hierarchical set up, the collective allocation (mask character) hierarchy must now be maintained with the appropriate aggregation factors 11.Allocation Procedure Assignment to Material Master (MM02) At the root level of the allocation process are the materials. Each material that is to be considered in allocation scenario must be mapped to an allocation procedure. In order entry, then, when a material is entered with a valid allocation procedure in the material master, the allocation data is verified prior to confirming the line item ordered 12.List of Suitable Structures (OV9Z) This report is used to identify potential LIS information structures that can be used in the product allocation process. This report simply reads through the data dictionary and selects all the active information structures that contain the field product allocation object (KONOB) as the first field. This data can then be utilized
in the mapping transaction (OV3Z) to link the allocation procedure step to an information structure (previous step).
Notes, Invoices & Shipping Notifications. Determining form of output is output determination. Types of Output: Print Output, Fax, Telex, E-Mail & EDI (Electronic Data Interchange) --> PRINT OUTPUT: Configuration path: ( following are the steps) 1) SPRO-> IMG-> Basic Functions-> Output Control-> Output Determination-> Output Determination using Condition Technique- >Output Determination for Sales Documents (or you can use output determination for billing documents depending on your requirement). 2) Create Condition Table: select the field Sales Doc Type from field catalog & Save 3) Maintain Access Sequence: 4-digits code & description. 4) Assign condition table to access sequence. Select Accesses line item and Go To Fields. Fields will display the fields we have selected in the condition table i.e. sales doc type. Maintain Output Types: AF00: Inquiry AN00: Quotation BA00: Order Confirmation LD00: Delivery RD00: Invoice Select BA00 & Copy & Rename. Give the same 4-digit code as given to access sequence. You Can Maintain: Languages of Output Partners (to whom you need to send output) Print Program- print specification Sap Script- layout Assign Output Types to Partner Functions: go to new entries & assign your output type to partner functions.
Maintain Output Determination Procedure: V10000 (Standard Procedure). Go to new entries and create your own 6-digit code with description. Select the procedure, go to Control Data. Here mention the output type i.e. condition type and leave requirement and manual only columns as blank. Determination Rule: link the 6-digit procedure code to doc types. Create Condition Records: VV11. Select document type and click on Communication. Mention partner function, medium, time. Output device: LP01, Spool request Name: SD_003, Suffix 2: order_confir & flag on print immediately. Once you press enter you will come across 2 key combinations: Sales organisation/ Customer Number: fill SO, Customer No, Partner Function Abbreviation, Partner to whom the output should be sent, time, medium, language. It contains: Sales Orgnisation, Customer, Partner Function (The abbreviated form of the name that identifies the Partner) (During output determination, the system determines the recipient of the output from the master record for the specified partner function. In this field, you can explicitly specify a recipient that will override the standard partner. There must also be a master record for the partner that is specified explicitly.), Medium, Time & Language.} Order Type: Document Type, Partner Function (abbreviation), Partner, Medium, Time & Language. Path For Output Determination For Sales Documents: Logistics -> Sales/distribution -> Master data -> Output -> Sales Document -> Create (t-code VV11) Path for Output Determination for Delivery Documents : Logistics -> Sales/distribution -> Master data -> Output -> shipping -> Create ( t-ode VV21)
Path for Output Determination for Billing Documents : Logistics -> Sales/distribution -> Master data -> Output -> Billing Document -> Create ( t- code VV31)
Display View "Deliveries: Blocking Reasons/Criteria": Overview DB Delivery block descr Order Conf. Print DDueList 01 Credit limit 02 Political reasons 03 Bottleneck material 04 Export papers missng 05 Check free of ch.dlv 06 No printing 07 Quantity Change 08 Kanban Delivery Printing block field: Indicates whether the system automatically blocks output for sales documents that are blocked for delivery. Example : In the case of sales orders that are blocked for delivery because of credit reasons, you may want to block the printing of order confirmations. Note: The particular output that is affected by a delivery block is determined in output control. PS: If the document is exceeds by the credit limit output type will not determine and as well as we should not give the output type in sales order. We have to assign the routine 2 to sales order output types and 3 routine to delivery output types to restrict from output if the docuement exceeds by credit limit. SpK SpW