Tables/Tcodes in SAP SDImportant Tables for SAP SDSales and Distribution:

Table Description

Customers KNA1 General Data KNB1 Customer Master – Co. Code Data (payment method, reconciliation acct) KNB4 Customer Payment History KNB5 Customer Master – Dunning info KNBK Customer Master Bank Data KNKA Customer Master Credit Mgmt. KNKK Customer Master Credit Control Area Data (credit limits) KNVV Sales Area Data (terms, order probability) KNVI Customer Master Tax Indicator KNVP Partner Function key KNVD Output type KNVS Customer Master Ship Data KLPA Customer/Vendor Link Sales Documents VBAKUK VBAK + VBUK VBUK Header Status and Administrative Data VBAK Sales Document - Header Data VBKD Sales Document - Business Data VBUP Item Status VBAP Sales Document - Item Data VBPA Partners VBFA Document Flow VBEP Sales Document Schedule Line VBBE Sales Requirements: Individual Records

SD Delivery DocumeLIPS Delivery Document item data, includes referencing PO LIKP Delivery Document Header data

Billing Document VBRK Billing Document Header VBRP Billing Document Item

SD Shipping Unit VEKP Shipping Unit Item (Content) VEPO Shipping Unit Header

SAP SD Transaction codes List I found a way to know hidden customizing Tcodes. Before executing customizing task you desire, point it and go to Edit-Display IMG Activity. Then mark activity. Go to T.Code se16 and type in CUS_IMGACH table. Execute. Paste IMG Activity and run. You will see Tcode that belongs to IMG Activity. SAP SD Tips by: Javier The most frequently used transaction codes are as follows: 1. VS00 - Master data 2. VC00 - Sales Support 3. VA00 - Sales 4. VL00 - Shipping 5. VT00 - Transportation 6. VF00 - Billing Others as follows: At Configuration: 1. VOV8 - Define Sales documents type (header) 2. OVAZ - Assigning Sales area to sales documents type 3. OVAU - Order reasons 4. VOV4 - Assign Item categoreies(Item cat determination) 5. VOV6 - Scedule line categories 6. OVAL - To assign blocks to relevant sales documents type 7. OVLK - Define delivery types 8. V/06 - Pricing 9. V/08 - Maintain pricing procedure 10.OVKP - Pricing proc determination 11.V/07 - Access sequence Enduser: 1. Customer Master Creation-VD01 and XD01 (for full inclu company code) VD02 - Change Customer VD03 - Display Customer VD04 - Customer Account Changes VD06 - Flag for Deletion Customer XD01 - Create Customer XD02 - Modify Customer XD03 - Display Customer 2. Create Other material ----MM00 3. VB11- To create material determination condition record 4. CO09- Material availability Overview 5. VL01 - Create outbound delivery with ref sales order 6. VL04 - Collective processing of delivery 7. VA11 - Create Inquiry VA12 - Change Inquiry VA13 - Display Inquiry Sales & Distribution Sales order / Quote / Sched Agreement / Contract · VA01 - Create Order · VA02 - Change Order · VA03 - Display Order · VA02 - Sales order change · VA05 - List of sales orders · VA32 - Scheduling agreement change · VA42 - Contract change · VA21 - Create Quotation · VA22 - Change Quotation · VA23 - Display Quotation Billing · VF02 - Change billing document · VF11 - Cancel Billing document · VF04 - Billing due list · FBL5N - Display Customer invoices by line

· FBL1N - Display Vendor invoices by line Delivery · VL02N - Change delivery document · VL04 - Delivery due list · VKM5 - List of deliveries · VL06G - List of outbound deliveries for goods issue · VL06P - List of outbound deliveries for picking · VL09 - Cancel goods issue · VT02N - Change shipment · VT70 - Output for shipments General · VKM3, VKM4 - List of sales documents · VKM1 - List of blocked SD documents · VD52 - Material Determination

Task Specifc SD Transaction Codes 1 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 Task Specifc SD Transaction Codes 2 Where do we maintain "Item Category Usage" at the master level? 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 Quotaions are popped up when you about to create a sales order. This setting is in the Sales order header , Goto -- 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 Rage 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 assign a number to sales document according to number range define in system. In External number range user manually assign number to sales document. For Assigning Number Range use T-Code VN01 Choose Intervals ---- Define your number range

Standard SAP SD Reports Reports in Sales and Distribution modules (LIS-SIS): Sales summary - VC/2 Display Customer Hierarchy - VDH2 Display Condition record report - V/I6 Pricing Report - V/LD Create Net Price List - V_NL List customer material info - VD59 List of sales order - VA05 List of Billing documents - VF05 Inquiries list - VA15 Quotation List - VA25 Incomplete Sales orders - V.02 Backorders - V.15 Outbound Delivery Monitor - VL06o Incomplete delivery - V_UC Customer Returns-Analysis - MC+A Customer Analysis- Sales - MC+E Customer Analysis- Cr. Memo - MC+I Deliveries-Due list - VL04 Billing due list - VF04 Incomplete Billing documents - MCV9 Customer Analysis-Basic List - MCTA Material Analysis(SIS) - MCTC Sales org analysis - MCTE Sales org analysis-Invoiced sales - MC+2 Material Analysis-Incoming orders - MC(E General- List of Outbound deliveries - VL06f Material Returns-Analysis - MC+M Material Analysis- Invoiced Sales - MC+Q Variant configuration Analysis - MC(B Sales org analysis-Incoming orders - MC(I Sales org analysis-Returns - MC+Y Sales office Analysis- Invoiced Sales - MC-E Sales office Analysis- Returns - MC-A Shipping point Analysis - MC(U Shipping point Analysis-Returns - MC-O Blocked orders - V.14 Order Within time period - SD01 Duplicate Sales orders in period - SDD1 Display Delivery Changes - VL22

SAP Sales and Distribution Frequently Asked Question

Master Data

Q: Some materials have been blocked for procurement and production. Even though deletion flag is set for a material/plant level, the order can be still entered ( with a warning message). Is there a way to block such transactions for a material flagged for deletion? A: Sales Status field in the sales organization view of the material master may be used to block any transaction for the material. 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 either 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 non-inventory 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

Link Between SAP SD, MM & FI

1. In SAP you will always get integration with other modules. SD will interact with FI, MM will interact with SD :-

1a. Looking at MM and SD interaction first, take the scenario of a third party order process. This process uses a purchase order (which is sent to your vendor). Also invoice verification is used further along the process to check that the invoice you send to your customer is the same material and quantity as that which the vendor sends to you (but obviously shipped directly to your customer).

1b. Billing is an SD function. But SAP needs to know, when processing a customer's payment, to which GL account the payment has to be processed. For instance payment of a UK based material would be placed in a different GL account to that of a non-UK based material. Furthermore, a UK based customer may have a different GL account to that of an Export customer. This is configured in Account Determination.

2. ABAPers are there to essential do some bespoke development. Your integration, or interaction, with them would be when specifying the tables, fields, input fields, a simple process explanation, data mapping (if doing an interface from one system to another) etc. *-- Shahee

The link between SD and MM :-

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

SD Integration points with other modules

SD module is highly integrated with the other modules in SAP.

Sales Order – Integration Points Module

•Availability Check - MM•Credit Check - FI•Costing - CO/ MM•Tax Determination - FI•Transfer of Requirements - PP/ MM

Delivery & Goods Issue – Integration Points Module•Availability Check - MM•Credit Check - FI•Reduces stock - MM•Reduces Inventory $ - FI/ CO•Requirement Eliminated - PP/ MM

Billing -Integration Points Module•Debit A/R - FI/ CO•Credit Revenue - FI/ CO•Updates G/ L - FI/ CO (Tax, discounts, surcharges, etc.)•Milestone Billing - PS

Return Delivery & Credit Memo -Integration Points Module•Increases Inventory - MM•Updates G/ L - FI•Credit Memo - FI•Adjustment to A/R - FI•Reduces Revenue - FITips by: Subha

SD Transaction Code Flow:

Inquiry / Document type IN Tcode for creation VA11,VA12,VA13. tables VBAK,VBAP

Quotation / QT Tcode for creation VA21,VA22,VA23. tables VBAK,VBAP

Purchase Order PO Tcode for creation ME21,ME22,ME23. tables EKKO,EKPO.

Sales Order OR Tcode for creation VA01,VA02,VA03. tables VBAK,VBAP

Delivery LF Tcode for creation VL01,VL02,VL03. tables LIKP,LIPS

Billing MN Tcode for creation VF01,VF02,VF03. tables VBRK,VBRP

To create a sales order we need purchase order number and custmer number. Before that, to create a purchase order we need to have material no, vendor no.

To create vendor tcode is xk01(create), xk02(change) , xk03(display) Tables are lfa1.

To create custmer tcode is xd01, xd02, xd03. Table is kna1.

After creating sales order using this no we can create delivery note tcode is vl01.

Why Do We Assign Division to Sales Organisation

In SAP, why do we assign division to Sales organisation not to distribution channel?

In SAP Business Process 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 choosen 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

Duplicate customer purchase order If you are facing a problem with duplicate customer purchase order as your company does not allowed a same customer purchase order with the same sales order type. You can activated the check for duplicate purchase order with "VOV8". In the General Control Section, look for the field Check Purchase Order No and put in "A".

Default First Date is not Today When end user created a new sales order with VA01, default First Date wasn't today, why? Note: 1. Before today, default First Date was always today. 2. Nobody change system configuration. Although you mention that nobody change the system configuration, it is very unlikely that the system will mis-behaved after one day. 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.

Auto proposed all the dates when creating Sales Order How can I make the system auto create all the Sales Order date during creation? Each Sales Order can have different date proposal settings. Follows this step to set the default Sales Order Type proposal date: - Goto VOV8, double click on sales order type. - Look and tick the fields Propose delivery date and Propose PO date. After making the necessary IMG changes, you need to input the Delivery Plant field for each Materials that you want the system to propose the default date. To change the Materials field Delivery Plant: Goto MM02, Select the View Sales: Sales Org. Data 1 and fill in the Delivery Plant. Testing: Now, try creating a new sales order for the material and SAP will auto proposed all the dates in the sales order.

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)

Assign a Cost Center manually in a Sales Order (VBAK-KOSTL) The Cost Center Determination settings is in OVF3 - but there are some cases where the Cost Center must be exceptionally changed. If the document category for order type in IMG VOV8 is defined to be "I" which belong to order type FD - Deliv.Free of Charge, then the field cost center is active for input during transaction VA01. Alternatively, you can specify an order reason and assign a cost center to an order reason. However the standard SAP works only at the header level though, so it would not work if cost center is needed on the line item. The cost center are assign for such business transactions as : - 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.

Sales and Distribution - Transfer of Requirements

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.

For controlling 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.

OVZG - Requirement class

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 typeV_TVEPZ_V - Assignment of requirement type to TransactionV_TVEP_V - Schedule line category OVZ2 - Define Checking GroupV_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.

Define Tax Determination Rules You specify the valid tax types in transaction OVK1. More than one tax type can be defined for a country by defining the sequence. The SAP System determines the taxes automatically within pricing. 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 0 Tax Exempt MWST GST 1 Liable for Taxes Now, you define the Tax Determination in VK12. VK12 - Domestic Taxes/Export Taxes

Condition Type MWST Customer Taxes Material Taxes Rate Taxes 0 0 0 % 0 1 0 % 1 0 0 % 1 1 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. Tax Code in Customer Master / Sales Order How can we maintain the Tax Code (Tax code - which we maintain in MWST Condtion Records) in Customer Master or in Sales Order? There are few points which I would like to remind you: 1) MWST is a tax condition which is applied to customer to whom we are selling. The rate of tax is depend on various parameteres, whether is fully liable for tax or expemted (in case of Defence Customer) 2) There are few parameteres which we apply tax condition. Whether customer is tax liable? Whether material is tax exempted? For example, if you are selling a goods which are free for tax to any customer, put the Tax Indicator (at MMR as '0'). If your material is tax liable pur the Tax Indicator (at MMR as 1). If your customer is not liable for tax at all (like the case of Indian Defence organisations) put the Tax Indicator (at CMR as 0) or 1 in case fully tax liable. 3) Now, at VK11 you need to mainatain your pricning conditions with all the combinations like: 1 0 1 1 0 1 0 0 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.

Taxation Explain with an example I'm assuming that, the country is India and based on its requirement: Sales tax is a state government revenue. There are two types of sales taxes, Local sales tax & central sales tax. Local sales tax is intra state whereas CST is inter state. Example of LST : Point of sale i.e. delivering plant & ship to party are within the same state. The rates are defined by the respective state governments. Example of CST : The Delivering plant & Ship to party geographic locations are 2 different states. At the point of sales from one state, the ST goes to that state govt. & consignment is despatched to the Ship to party. Once that consignment is received at the ship to party state, sales tax will be levied once the sales is registered there. For this case, the LST that is applicable by the Ship to party further will not be applicable in all probability to be captured in SAP. Stock transfer : This does not attract any sales tax. The consignment is transferred from one D plant to another D plant irrespective of inter/intra state sales. The invoice that is accompanied with the consignment thus shall not have any final value. It's a zero value invoice, but the basic prices needed to be mentioned. The selling organisations normally needs to register with the sales tax authority of the respective state to have a warehouse or D plant to avoid the double taxation for their dealers/distributors. 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.

Return material From customer You need to receipt the rejected goods through SD Module (VA01 - Sales Order type RE). The steps are as follows : 1. Create a return request. (Using Sales Order in SD) 2. Create outbound delivery according to return request. 3. If the setting is correct in the outbound delivery screen SAP will automatically switch post goods issue button into post goods receipt. The setting is in sales order item category and delivery type. 4. In the standard system the movement type used is 651. 5. After post goods issues receipt is done using outbound delivery, the quantity is placed in blocked stock without value updating. 6. You will then decide if the return quantity are indeed bad stock or not. 7. Transfer Posting from block stock to unrestricted stock (mvt type 453), this will have accounting effect (Debit Inventory, Credit COGS) 8. Goods Issue to scrap account how to create new titles which can be used in creating the "address" view on the Vendor master.{T-Code: XK01} In config go to Basis Components --> basis services --> Address Management --> Maintain title texts

SAP SD: Scheduling Agreement Vs Contract A schedule agreement contains details of a delivery schedule but a contract just contains quantity and price information and no details of specific delivery dates What's the difference between schedulling agreement with normal order? What's the condition for us to choose schedule line or order? Both of them contains schedule line, price, quantity. There are a couple major differences: (1) - Schedule agreements allow you to have 2 different sets of schedule lines (VBEP-ABART). Standard SAP you should have two sets of tabs - of schedule lines. One Forecast & the other JIT. Forecast forwards the schedule lines to planning (seen in MD04) and JIT passes them to shipping (VL10). They can be identical or different. Typically these are used 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.

Sales BOM Implementation A bill of material (BOM) describes the different components that together create a product. A BOM for a bicycle, for example, consists of all the parts that make up the bicycle: the frame, the saddle, wheels, and so on. Process Flow When you enter the material number of a bill of materials that is relevant for sales order processing, the system displays the material that describes the whole bill of materials as a main item. The individual components are displayed as lower-level items. There are two ways to process a bill of materials in Sales. Once you have entered a bill of material in a sales order, the system runs pricing, inventory control, and delivery processing at: - Main item level if the material is assembled, or - Component level if the material is not assembled 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.

How to Know that Sales BOM is working or not? I have set up a sales BOM. How do I know or test that is is working or not? Once you enter a material (for whch you have created a BOM thru CS01) in the sales doc another material pops under the main material line item as a sub-item (s). If it doesn't then your BOM isn't working. In my experience BOMs work if all maintenance has been done properly. A number of things to check is: 1. The bom hasn't been defined for the plant used, or you haven't defined the plant in SO. 2. Main item category - has BOM application SD01 been assigned to it? 3. Item categories for main items and sub-items have not been mainteined properly. 4. Sales items maintenance - You should assign item categories for BOM header items and sub-items to a specific sales doc. 5. Has the BOM itself been configured properly (i.e. right plant, BOM usage '5')? 6. Are you trying it out on an order created after all BOM maintenance was done? 7. Also , what's the 'Structure scope' set as? Anything except C may be useful here? We have that set to A, since our BOMs are all single-level. You could set it to B if BOM are configured multi-level. 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.

What Is BOM Referring to SAP SDWhat is bill of material? By: Mike BILL OF MATERIALS We need to maintain Material master records for the BOM Item and for the components also. The item category group of the BOM items is ‘ERLA/LUMF’ and the item category is ‘NORM’. Creating BOM item: - Logistics - Sales and distribution - Master data - Products - Bills of material - Material BOM CS01 create Specify the data for the following fields. Material: Specify the material for which components are to be maintained. Plant: Specify the plant of BOM item. BOM usage: Specify the application in which BOM is maintained (5 for SD). Alternative BOM: Specifies the sequence of a BOM within a group of BOMs. (L = stock item N = Non-stock item) In the overview screen specify the components which makes the main item and the corresponding quantities and save it. Note: During sales document processing if we enter the BOM item the system automatically determines corresponding components. 1) For the BOM to be exploded in the sales document the following customizing setting is required. A) If the item category group is ERLA the item category of the BOM is TAQ, in the definition of which we have to specify the value A (Explode single level BOM) in the structure scope. B) If the item category group is LUMF the item category of the BOM item is TAP in the 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 ITCaGr Usg HLItCa DftItCa OR ERLA TAQ OR NORM TAQ TAE OR LUMF TAP OR NORM TAP TAN OR NORM TAN OR NORM TAE TAE OR NORM TAN TAE NOTE: 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.

Sales Order Mass Change I am a SAP SD consultant and recently faced with two new terms, mass order change and ALV , I also need to know about the transaction code. There is transaction MASS which can be used to carry out mass changes in the sales order and other objects. Mass Maintenance: (Use to change multiple fields in multiple documents at the same time). I have done mass change for customers; and orders should work the same way too. 1) Try t-code [MASS] and select sales orders & execute 2) Choose the table or tables for your selection criteria and also for fields you want to change. Then execute. (suppose your selection criteria fields are from "sales order header data" table and the field you want to change, is in "item data" table) 3) Put in the sales documents(21000000, 21000001) you want to change and also the items(10) you want to change. - click on " choose selection fields" button - From the Pool, move the fields you want to the "select fields" using arrows. 4)From mass maintenace menu, click on "Enter new field values" -click on "sales order item data" tab and choose the field you want to change. (for example. I want to change plant for item 10) -enter the new value (of the plant to be) -click on "Adopt" and execute 5)In "sales order item data" tab, you see the new value of the plant you entered at the top and the old values of item 10 are below. -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.

Release strategy for Sales order Is it possible to have release strategy for sales order? Satish C Jha 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.

How to do rebate processing Rebates Processs in SAP is divided into three components 1) Configuring Rebates 2) Setting Up Rebates 3) Managing rebate agreeeements and payments Pre-requsiistes- Check the following: 1.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab. 2.The Billing type must be marked as relevant for rebates. 3.The Sales Organisation must be marked as relevant for rebates. Condition Technique : Rebates, use the condition technique, but distinguish themselves from pricing in applying to transactions over time, versus on a transaction basis. Rebates have their wn field catalog and their own condition table naming convention.So you could have two condition table "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using transaction SE 16.. Use create access sequence (AS). Enter 1 in field category for rebate specific. AS after going thru the right path of maintaining access sequence for rebates. The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS. This means multiple tables for an access sequence can be aplied at the same time. Rebate related condition types are identified by codnition class -C. After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill. The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u want to see reabtes at order time. 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.

Rebate Process with Ref. to SO 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.

How to do a rebate agreement for a specific customers with settings details? 1. Create a condition by copying a a standard condition like BO03 in V/06 2. Assign this condition in the std pricing procedure with acct key as ERB and accural key as ERU - V/08 3.Create a Rebate Agreement in VBO1 (It is O = Owl and not zero). No will be generated choose 003 - Customer rebates, enter the customer code, the validity and check for the status shld be in Open, click on the conditions enter the percentage and accrual amount. You also can have scales in this. Also you need to maintain the material for the settlement 4. Create a sales order for that customer and check the rebate agreement. 5. You can see the rebate condition in the invoice only. 6. Once you have posted the invoices, then go to rebate agrrement no. clicl on verficayion and it will show the order details. 7. For settlement change the status of the rebate to B - release for the settlement. 8. Credit memo request will b generated copy the no. and go to VA02, remove the blocks if any and create an invoice (credit memo).this will show u the accrual amount. 9. In both the invoice and the credit memo check the posting - accounting document it will show u the accrual as negative. 10. Again go to rebate aggreement and check the status it will show you D - Final settlement of agreement already carried out

Consignment Sales Process in SAP The consignment process in SAP standard consist of four small processes: Consignment fillup (send materials to customer consignment). Here you have a consignment fillup order and a consignment fillup delivery. Consignment issue (issue materials from customer consignment to the customer). Here you have a consignment issue order, consignment issue delivery and a consignment issue invoice. (the flow is very similar to a normal OR flow, but the materials are issued from the consignment stock instead of plant stock unrestricted). Consignment return (return materials from customer ownership to customer consignment). Here you have a consignment return order, consignment return delivery and a consignment return invoice. (the flow is very similar to a normal RE flow, but the materials are returned to the consignment stock instead of plant stock returns). Consignment pickup (pickup consignment stock and move it to plant stock). Here you have a consignment pickup order and a consignment pickup delivery. 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

Issue free goods to selected Customers Client wants to issue free goods to selected customers after the said customer buys a specified quantity of a good during the festive season starting 02 December to mid January. for example customer A buys 34 cartons of Corn Ice-cream, we offer him 12 free corns. this should then reflect as cost in our accounts. the rest of the system is already up and running and should not be inconvinienced. How do I set it up? 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

Supressing Fields in Sale Order To make optional / mandatory you can use in IMG - S&D-> Basic > Functions-> Log of incomplete Procedures => select the fields > from the tables and the system will check for them (OVA2/VUA2) To make a filed entry enabled or grey (non-entry allowed): User exits in the program MV45AFZZ-USEREXIT_FIELD_MODIFICATION This user exit can be used to modify the attributes of the screen fields. To do this, the screen fields are allocated to so-called modification groups 1 - 4 and can be edited together during a modification in ABAP. 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 SCREEN-NAME. 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

Some Light on Batch Determination On batch determination, the whole process, how it is determined automatically in the order. 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

Difference between Item Proposal and Material Determination What is the difference between the item proposal and material determination product proposal? Item proposal and product proposal are the same. Item proposal is the list of materials and order quantities that can be copied into the sales order from the customer master data. We use VA51 to create the item proposal. Here we get a number.This number is then linked to the customer master data in the sales view. This is very commonly used. Material determination is very closely related to item proposal /product proposal and is used to swap one material for another in the sales order using the condition technique. I have not seen Material determination procedures used in the projects I have worked. SAP Tips by: Prashanth Harish Item Proposal or Product proposal: "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."

Steps for SD Variant Configuration Some light on Variant Configuration in Detail. The procedure is as follows:

• 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.

Number Ranges In Sales Order This is regarding number ranges defining and assigning tips which you can follow as below: Whenever there is a new Sales Org being created, you will be required to maintain Number Ranges for Sales Documents which are allowed for your New Sales Area. Number Ranges can be maintained Internally by the system, however it can be maintained externally also if you customize it accordingly. In Standard SAP the Transaction code for Maintaiing Number ranges externally is VN01. Defining - The same can be reached through in IMG as : Sales & Distribution-->Sales-->Sales Document Header-->Define Number Ranges for Sales Documents. Here you provide the system a specific Number range as follows: Number range Key +Start Number range+ End Number Range+Current Number For Example: If you want to propose the following Number Range *1 9000076000 9000076999 0 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.

What is Debit note and Credit note What is Debit note and Credit note? What is the purpose? How we create? 1. A transaction that reduces Amounts Receivable from a customer is a credit memo. For eg. The customer could return damaged goods. A debit memo is a transaction that reduces Amounts Payable to a vendor because, you send damaged goods back to your vendor. 2. Credit memo request is a sales document used in complaints processing to request a credit memo for a customer. If the price calculated for the customer is too high, for example, because the wrong scale prices were used or a discount was forgotten, you can create a credit 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.

Configure Intercompany Stock Transport Order Explain STO. STO is Stock Transport order. It is used for inter company transfer of goods. Plant to plant transfer and even transferring raw material to Third party contractors (Job Work). The Process is you create a STO do delivery against the STO and create a Billing Document against the STO. How to configure the inter-company Stock Transport Order? - Prassee Material should exist in both the plants (Delivering & Ordering), Internal customer should be assigned to the ordering plant ( MM -> Purchasing -> Purchase Order -> Setup stock transport order -> assign the internal customer to the ordering plant and assign the Sales area of the internal customer. 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).

Third Party SalesProcess Flow for 3rd Party Sales Customize the third party sales in summary: 1. Create Vendor XK01 2. Create Material – Material Type as "Trading Goods". Item category group as "BANS". 3. Assign Item Category TAS to Order type that you are going to use. 4. A sale order is created and when saved a PR is generated at the background 5. With reference to SO a PO is created (ME21N). The company raises PO to the vendor. 6. Vendor delivers the goods and raises bill to company. MM receives the invoice MIRO 7. Goods receipt MIGO 8. Goods issue 9. The item cat TAS or Schedule line cat CS is not relevant for delivery which is evident from the config and, therefore, there is no delivery process attached in the whole process of Third party sales. 10. Billing *-- Seema Dhar 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 - 3rd party sales order Create a billing document VF01 Ensure that the delivery document is correct in the Enter Go to edit -> Log Save

Cross Selling : How To Configure (1) Cross Selling: How to configure and the menu path details. (2) While creating individual order I face one error 'Plant not assigned to Controlling Area': How to configure controlling area and menu path. (3) Menu of path of subsequent Delivery Free of Charge. By : Ahmednsp Cross selling is a concept by which the business can improve the sales. By using this concept the business can offer combination material for ordered material. Ex: If the customer placed for the order for computer then computer stand can be suggested as a combination material. It can be mapped by using cross selling concept that uses condition technique. When the user raises the sales order and specifies ordered material then system automatically pup-up a box in which system displays suggested material Configuration settings: 1) Define determination procedure for cross selling: Path: - 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

An Example Of Third Party Sales Scenario: 2 companies are created in system - India & Singapore Customer places sales order for particular material on Singapore. Singapore is not able to produce the same. They pass on the order to India for processing. After processing India ships the material directly to the customer along with necessary documentation. Invoice copy is passed on to Singapore. Final Commercial Invoice will be raised by Singapore. How can the above scenario handled? By: Balaji You can do this using third party sales. The third party sales process is as under. 1) Singapore company creates an order for the singapore customer. 2) Because of the configuration settings of the sales document type, item category & schedule line category, as soon as the order is saved a PR (purchase requisition) is automatically generated. This is converted into PO (purchase order) and sent to the indan company. 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'

CINSAP SD CIN Configuration

What is CIN? CIN Means Country India Version In Indian Taxing procedure, Excise Duty plays a vital role in manufacturing cenario’s. Excise related configuration is known as CIN configuration. CIN Configuration is a topic in itself. Some info on CIN Configuration (it may not appear as understandable below, but if you check on screen, it will be understood better) Country Version India comes with four pricing procedures as follows: - JINFAC (Sales from manufacturing plants) - JINEXP (Export sales) - JINDEP (Sales from depots) - JINSTK (Stock transfers CIN: IMG > Logistics - General > Tax on Goods Movement > India > Basic Settings > Maintain Excise Registrations In this IMG activity, you maintain the data relating to your excise registrations. - Enter each of your excise registrations, specifying a four-character code for each Excise Registration Ids 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 ordersSee also : SAP Library -> Logistics -> Country Versions -> Asia-Pacific -> India -> Materials Management (MM) -> Condition-Based Excise Determination and -> Formula-Based Excise Determination. IMG > Logistics - General > Tax On Goods Movement > India > Basic Settings > Determination of Excise Duty > Condition-Based Excise Determination When you enter a purchasing document, for example, a purchase order, the R/3 System automatically calculates the applicable excise duties using the condition technique. Features : The standard system comes with two tax calculation procedures. TAXINN is only supports condition-based excise determination, whereas TAXINJ supports condition-based excise determination and formula-based excise determination. Both tax procedures contain condition types that cover all of the excise duties and sales taxes applicable. Since the exact rates of excise duty can vary on a large number of factors, such as which vendor you purchase a material from, or which chapter ID the vendor stocks the material under, you create condition records for every sort of excise duty. When you come to enter a purchasing document, the system applies the excise duty at the rates you have entered in the condition records. Customizing : Make the settings in Customizing Basic -> India -> for Logistics – General, by choosing Taxes on Goods Movements Account -> Excise Duties Using Condition Technique and …-> Settings Determination. These activities include one activity where you define a tax code for condition-based excise determination. Master Data - Create condition records for all excise duties that apply, and enter the tax code for condition-based excise determination in each. Day-to-Day Activities - When you enter a purchase order or other purchasing document, enter the tax code for condition-based excise determination in each line item. The system then calculates the excise duties using the condition records you have created. When the ordered materials arrive, you post the goods receipt and the excise invoice. The system posts the excise duty to the appropriate accounts for deductible input taxes when you enter the excise invoice. Creating Condition Records for Excise Duty 1. In the command field, enter FV11 and choose . 2. Enter the condition type that you want to create a condition record for and choose . The Key Combination dialog box appears.

3. Select the combination of objects that you want to create the condition record for. On the dialog box, Control Code means "chapter ID." So, for example, to create a condition record for a tax that applies to a combination of country, plant, and chapter ID, select Country/Plant/Control Code. 4. Choose . 5. Enter data as required. - In the Tax Code field, enter the dummy tax code that you have defined. 6. Save the condition record. Formula-Based Excise Determination - When you execute a business transaction involving materials that are subject to excise duty, the system automatically calculates the duty for you. In order for the system to be able to determine which rate of excise duty to apply, you must have maintained all the data on the Excise Rate Maintenance screen, which you can Master Data®access from the SAP Easy Access screen by choosing Indirect Taxes Excise Rate Maintenance. You maintain the following types of data: - Plant master data You assign each of your plants an excise duty indicator. You can use the same indicator for all the plants with the same excise status from a legal point of view, such as all those that are in an exempt zone. See also the information about manufacturers that are only entitled to deduct a certain portion of the duty (see Partial CENVAT Credit). - Vendor master data For each of your vendors with the same excise status from a legal perspective, you define an excise duty indicator. You must also specify the vendor type – for example, whether the vendor is a manufacturer, a depot, or a first-stage dealer. You must also stipulate if the vendor qualifies as a small-scale industry. For each permutation of plant indicator and vendor indicator, you then create a final excise duty indicator. - Customer master data Similarly, you assign the same excise duty indicator to each of your customers that share the same legal excise status. Again, for each permutation of plant indicator and customer indicator, you then create a final excise duty indicator. - Material master data Each material is assigned a chapter ID. - Excise tax rate For every chapter ID and final excise duty indicator, you maintain the rate of excise duty. If your business only qualifies for partial CENVAT credit, you must customize your system accordingly. Let us consider an example to illustrate how the system determines which rate of excise duty to apply to a material. Assume you are posting a sale of ball bearings to a customer. The system automatically determines the rate of excise duty as follows: 1. Looks up the customer master data to see what status you have assigned the customer. Let's assume you've assigned the customer status 3. 2. Looks up the plant master data to see what status you have assigned the plant. Similarly, your plant has status 2. 3. The system looks up the table under Excise Indicator for Plant and Customer to see what the final excise duty indicator is for customer status 3 and plant status 2: It is 7. 4. The system determines the chapter ID of the ball bearing for the plant. Let’s assume the chapter ID at plant for the ball bearings is 1000.01. 5. Finally, the system looks up the table under Excise Tax Rate to see what rate of duty applies to chapter ID 1000.01 under status 7. Define Tax Code for Purchasing Documents - In this IMG activity, you define a tax code for the purposes of calculating excise duty when you enter purchasing documents. Only carry out this activity if you use condition-based excise determination. - Create a new tax code, and set the tax code type to V (input tax). Do not make any other settings for it. - Assign Tax Code to Company Codes In this IMG activity, assign the tax code for purchasing documents to the company codes where it will be used. Only carry out this activity if you use condition-based excise determination. Classify Condition Types - In this IMG activity, you specify which condition types you use for which sort of tax. Note that this only applies to condition types that you use with the new excise determination method. The system uses this information when you create a document from another one. For example, when you enter an incoming excise invoice from a purchase order, or when you create an outgoing excise invoice from a sales order, the system

determines the various excise duties in the excise invoice using the information that you have entered here. In addition, when you create a purchasing document, the system only uses the condition types that you enter here. - For taxes on purchases, use the condition types contained in the tax procedure. - For taxes on sales, use the condition types contained in the pricing procedures. The standard system comes with sample settings for the tax calculation procedures and pricing procedures. Use these settings as a basis for your own. IMG > Logistics - General > Tax On Goods Movement > India > Account Determination Define G/L Accounts for Taxes - In this IMG activity, you specify which G/L accounts you will use to record which taxes. Requirements - You have set up G/L accounts for each of the processing keys listed below. - Assign an account to each of the following posting keys. The accounts for VS1, VS2, and VS3 are used as clearing accounts during excise invoice verification. - VS1 (basic excise duty) - VS2 (additional excise duty) - VS3 (special excise duty) - VS5 (sales tax setoff) - MWS (central sales tax) - MW3 (local sales tax) - ESA (service tax) - ESE (service tax expense) Specify Excise Accounts per Excise Transaction - In this IMG activity, you specify which excise accounts (for excise duty and CENVAT) are to be posted to for the various transaction types. Enter all the accounts that are affected by each transaction type. If you use sub transaction types, enter the accounts for each sub transaction type as well. Transaction type UTLZ is used for determining accounts only while posting excise JVs and also if the payment of excise duty has to be done fortnightly. The fortnightly CENVAT payment utility picks up the credit side accounts from the transaction types of GRPO, EWPO, and TR6C for determining the CENVAT and PLA accounts. There is no separate transaction type for fortnightly payment. Example: - Excise TT DC ind Account name - GRPO CR CENVAT clearing account - GRPO CR RG 23 BED account - GRPO DR CENVAT on hld account Specify G/L Accounts per Excise Transaction - In this IMG activity, you assign the excise and CENVAT accounts to G/L accounts. When you come to execute the various transactions, the system determines which G/L accounts to post to by looking at the: - Excise group - Company code - Chart of accounts Furthermore, if you want separate account determination settings within an excise group, you can also use sub transaction types. Requirements You have already: - Defined the G/L accounts - Defined the excise groups - Maintained the transaction accounts Activities - For each excise group, assign the excise and CENVAT accounts to G/L accounts. For most businesses, one set of accounts will suffice for all transactions. Note : you need not remit the CENVAT to the excise department immediately, so maintain the credit account for transaction type DLFC as an excise duty interim account. This will be set off when you remit the duty. Config setting needed to be done in order to get the Excise Details Screen in Material Master. Even though this functionality is available in enterprise version, a small configuration step has to be made in Screen Sequences for Material Master. Following document helps you to do this configuration. - Material Master à Logistics General 1. Go to IMG Define Structure of Data Screen for each Configuring the Material master Screen Sequence. 2. Select your screen sequence. Usually it would be 21. Select the same and click on Data Screen in the left frame. 3. Once the data screens are exhibited, select data screen no. 15, ie. SSq. 21and Scrn 15, which is

“Foreign Trade: Import Data”. Select the same and click on Sub screens in the left frame. 4. Go to the last sub screen i.e. 21-15-6 - SAPLMGD1- 0001 and select the same. Click on tab view sub screen and ensure that the sub screen is blank. 5. Now in the last sub screen i.e. no.6 you delete SAPLMGD1 – 0001 and instead add SAPLJ1I_MATERIAL_MASTER and in the screen no. 2205. 6. Save the setting. 7. Create a Material Master and check whether in Screen Foreign Trade – Import, Excise related sub screen appears.

CustomerCustomizing Customer Hierarchy in SD How to configure and maintain the SD Customer Hierarchy? All the customizing is in SD/Master Data/Bussiness Partner/Customers/Customers hierarchy 1) Define hierarchy type: just put and ID and a name to the new hierarchy. 2) Set partner determination: if you want to user the hierarchy in price determination, then, in the orders, at the header level, you have to have a Partner Procedure with a partner function for each level. In the partner procedure, in each partner function you must indicate the source partner function. With this informacition, in the order, you obtain the bussiness partner for each partner function. 3) Assign acount groups: you indicate which accounts groups are allowed for being part or your hierarchy. 4) Assign sales areas: symple you indicate wich sales areas are allowed in your hierarchy. (Here you can customize common sales areas, just for not having to build de hierarchy in all the different sales areas). 5) Assigning hierarchy type for pricing: you indicate which classes of documentos uses hierarchy in pricing determination. It is possible to maintain so called customer hierarchies. This might be useful when for example you create a condition discount for a customer that is part of such a hierarchy structure. All subnodes in the hierarchy below that customer, will thus receive the same discount. Customer hierarchy setup, firstly decide the hierarchy type to be used. The standard is type A. You can also assign a partner function to the customer so that the higher level customer in the hierarchy is copied into a sales order as a partner function - but you don't need that right? Next assign your customer account group to the hierarchy type. And enter the combinations that will be allowed for creating the hierarchy. You want to assign a ship-to to a payer. So enter the ship to account group and enter the payer account group as the higher level. You must also make an entry for permitted sales area assignments. So if you want to a hierarchy for customers in the same sales area then enter the sales area and enter the same one as the higher level sales area. 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.

Availability Check

Availability Check on Quotation SAP standard does not do an availability check on the quotation, as it is not a definite order, usually just a pricing quote. When it is converted to an order, the first availability check is carried out, as well as credit checks. The system will check stock in the plant, plus what is contained in the availability checking rule (scope of check) eg: can add POs for replenishment, purchase reqs, different planned orders, and subtract sales orders, deliveries etc already created against that material in that plant (and possibly Storage location). If there is enough stock in the plant/SLoc, the system will give you a confirmed date, or give you a date based on the production time or purchasing time from the material master. The date the system proposes is based on the customer's requested delivery date. SAP first backward schedules looking at the required delivery date, less transportation time, less transportation lead time, less pick and pack time, less production/purchase time if applicable. If the date it calculates is equal or later than today’s date, then it will confirm the customer’s required date. If it falls in the past, SAP will then forward schedule for today’s date, plus the times listed above to get the date when the customer can actually have it. ATP is the single most complex part of the SD module, depending upon how PP and MRP is set up. 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.

SD material Determination based on availability check For SD material Determination you can create a Substitution reason and on the Strategy field, the following info. is available: Product selection in the background is performed on the basis of the availability check. We want to have the material determination only in case on material shortage. We expect the Substitution reason to give us this functionallity. It does not hovever take the availabilty into account before substitution. We thought the worse case is to create a ABAP which is linked to the "requirement" field in the Procedure (OV13). Has anyone had the same requirement? Is this a bug or just incorrectly documented? I also encountered this abnormally recently using material determination. In order to combat the problem, the first product substitution should be for the original material. I've illustrated this below: Original Product: ABC Substitutes: DEF, XYZ In order to perform product substitution ONLY in the case of ATP failure for product ABC, structure the Material Determination record as follows: Material Entered: ABC Substitutes: ABC DEF XYZ There seems to be a devaition at availability check and or on a conceptual note still. Availability check can be configured both at requiremnt class and at the schedule line categories level. Whilst the availabilty check at the requirement class level via global and mandatory configuration the schedule line catgry availability check deals with the order. It is mandatory that the reqmnt class is flagged off for avlblty check and the schdelu line cat need not be. 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.

Creating Multiple Materials in Material Determination Material Determination is used to swap one material for another.It is possible to get a list of materials for substituiton,but remember you can substitue only one material from the list. This can be done through substituiton reason T Code [OVRQ] See the substitution reason number for Manual Material Selection - check the Entry box - check the Warning box - select A for Stategy - save. Go To VB11 to create Material Determination (taking into consideration that all the previous steps for material determiantion i.e. maintaining condition types,maintaining procedures for material determination and assigning procedures to sales doc. types have been done) Create one material determination,dont forget to give the Subst reason on top and also on the line. Click the Variants Icon on top left-Sreen opens Specify different materials you want to swap with the material you have enterd Note that the subst reason is already copied on the screen Remember materials should be of the same sales area,atleast Divisions should be same.

Backward and Forward Scheduling 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 customer’s 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.

Account Payable Settlement Downpayment with Installment payment Term Scenario :- Problem with Down payment settlement using installment payment term. 1. When we create Sales order, (sales item value = 100) use payment term : 0009 (Installment Payment term, 30%, 40%, 30%). In the Billing Plan, I specify 2 records, 1st record is Downpayment request 30% of Order value, billing type is FAZ . the 2nd record is Final invoice 100%, billing type is F2. 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 asccounting document is created as following Dr. Cash/Bank 30 Cr. Advance from customer 30 4. When I create Billing document for the sales item, the down payment value will be proposed for settlement at Billing Creation, I then accept the default value of down payment clearing. The accounting document is as below Dr. AR 30 (*split AR by installment payment term) AR 40 AR 30 Cr. Sales 100 Dr. Advance from customer 30 Cr. AR 9 (DP. 30% * 30) Cr AR 12 (DP. 30% * 40) Cr AR 9 (DP. 30% * 30) It seems SAP settlement Down payment by Installment Payment term. I was wondering that is there are alternative or an option to setup the Down payment settlement independent of Installment term. I meant, I don't want to have the last 3 Credit item as above, I want only 1 line item of credit, the accounting should be Dr. AR 30 (*split AR by installment payment term) AR 40 AR 30 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.

Customized SD ABAP Reports

Sales and Distribution - Upload Condition Pricing RV14BTCI - Batch Input for Uploading Condition Pricing After executing the program, you have to use SM35 to process the update program. Envirionment : 4.6x Require flat file :- ROW 1 BGR00 ROW 2 BKOND1 ROW 3 BKOND2 - no scale ROW 4 BKOND2 - no scale ROW 5 BKOND3 - with scale ROW 6 BKOND2 - no scale Sample flat file for uploading table A305 - Customer/Material with release status :- 0BIPRICE 123SAPABAP X 1VK15 A305V PR00 2ALL 990000123456SAP8204142100 2002043020020401 50USD 100PC 2ALL 990000123456SAP8217168100 2002043020020401 50USD 100PC 3 100PC 2 3 200PC 1 2ALL 990000123456SAP8220133910 There a total of 4 flat file format :-BGR00 - Session Header Record

------------------------------------------------------------------------------------------| Field name | Description | Report header | Cat. | Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 0 | CHAR | 000001 | 000000 || GROUP | Group name | BI Session Name | CHAR | 000012 | 000000 || MANDT | Client | Your client no | CLNT | 000003 | 000000 || USNAM | User ID | Queue user ID | CHAR | 000012 | 000000 || START | Lock until: | Queue start date | DATS | 000010 | 000000 || XKEEP | Keep indicator | X - don't delete SESS| CHAR | 000001 | 000000 || NODATA | No batch input | / | CHAR | 000001 | 000000 |------------------------------------------------------------------------------------------

BKOND1 - Header Record

------------------------------------------------------------------------------------------| Field name | Description | Report header | Cat. | Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 1 | CHAR | 000001 | 000000 || TCODE | Transaction code | TCode = VK15 | CHAR | 000020 | 000000 || KVEWE | Usage | U | CHAR | 000001 | 000000 || KOTABNR | Table | Table e.g. 305 | CHAR | 000003 | 000000 || KAPPL | Application | App e.g V | CHAR | 000002 | 000000 || KSCHL | Condition type | CTyp e.g PR00 | CHAR | 000004 | 000000 |------------------------------------------------------------------------------------------

BKOND2 - Main Data Record

------------------------------------------------------------------------------------------| Field name | Description | Report header | Cat. | Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 2 | CHAR | 000001 | 000000 || VAKEY | VarKey | VarKey | CHAR | 000100 | 000000 || DATBI | Valid to | Valid to | DATS | 000010 | 000000 || DATAB | Valid on | Valid on | DATS | 000010 | 000000 || KBETR | Amount | Amount | CHAR | 000015 | 000000 || KONWA | R/2 table | R2tab | CHAR | 000005 | 000000 || KPEIN | R/2 table | R2tab | CHAR | 000005 | 000000 |

| KMEIN | | | CHAR | 000003 | 000000 || MWSK1 | Tax code | Tx | CHAR | 000002 | 000000 || KONMS | Scale UoM | UoM | UNIT | 000003 | 000000 || MXWRT | Amount | Amount | CHAR | 000015 | 000000 || GKWRT | Amount | Amount | CHAR | 000015 | 000000 || STFKZ | Scale type | S | CHAR | 000001 | 000000 || KZNEP | Exclusion | CndEx | CHAR | 000001 | 000000 || LOEVM_KO | Deletion indic. | D | CHAR | 000001 | 000000 || SKONWA | R/2 table | R2tab | CHAR | 000005 | 000000 |

------------------------------------------------------------------------------------------

BKOND3 - Scale Data Record

------------------------------------------------------------------------------------------| Field name | Description | Report header | Cat. | Length | Dec. |------------------------------------------------------------------------------------------| STYPE | Record type | 3 | CHAR | 000001 | 000000 || KSTBM | Quantity | Quantity | CHAR | 000018 | 000000 || KONMS | Scale UoM | UoM | UNIT | 000003 | 000000 || KBETR | Amount | Amount | CHAR | 000015 | 000000 |------------------------------------------------------------------------------------------

Sales Order Changed History Display ** Sales Order Changed History Display** You can execute the report by :* 1. Change Date* 2. User Name* 3. Sales Order Number** Submitted by : SAP Basis, ABAP Programming and Other IMG Stuff* http://www.sap-img.com*REPORT ZSDCHANGE LINE-SIZE 132 NO STANDARD PAGE HEADING LINE-COUNT 065(001) MESSAGE-ID VR.

TABLES: DD04T, CDHDR, CDPOS, DD03L, DD41V, T685T, VBPA, TPART, KONVC, VBUK.

DATA: BEGIN OF ICDHDR OCCURS 50. INCLUDE STRUCTURE CDHDR.DATA: END OF ICDHDR.

SELECT-OPTIONS: XUDATE FOR ICDHDR-UDATE, XNAME FOR ICDHDR-USERNAME, XVBELN FOR VBUK-VBELN.

SELECTION-SCREEN SKIP.SELECTION-SCREEN BEGIN OF BLOCK BLK1 WITH FRAME TITLE TEXT-001.PARAMETERS: SUDATE RADIOBUTTON GROUP R1, SNAME RADIOBUTTON GROUP R1, SOBID RADIOBUTTON GROUP R1.SELECTION-SCREEN END OF BLOCK BLK1.

DATA: WFLAG, WCHANGENR LIKE CDHDR-CHANGENR, WUDATE LIKE CDHDR-UDATE, WNAME LIKE CDHDR-USERNAME, WVBELN LIKE VBUK-VBELN, WDEC1 TYPE P DECIMALS 3, WDEC2 TYPE P DECIMALS 3, WDEC3 TYPE P DECIMALS 3, WDEC4 TYPE P DECIMALS 3.

DATA: UTEXT(16) VALUE 'has been changed', ITEXT(16) VALUE 'has been created', DTEXT(16) VALUE 'has been deleted'.

DATA: BEGIN OF ICDSHW OCCURS 50. INCLUDE STRUCTURE CDSHW.DATA: END OF ICDSHW.

DATA: BEGIN OF ITAB OCCURS 10. INCLUDE STRUCTURE CDSHW.DATA: UDATE LIKE CDHDR-UDATE, USERNAME LIKE CDHDR-USERNAME,

CHANGENR LIKE CDHDR-CHANGENR, VBELN(10), POSNR(6), ETENR(4), INDTEXT(200), END OF ITAB.

SELECT * FROM VBUK WHERE VBELN IN XVBELN. CLEAR CDHDR. CLEAR CDPOS. CDHDR-OBJECTCLAS = 'VERKBELEG'. CDHDR-OBJECTID = VBUK-VBELN. PERFORM READHEADER. PERFORM READPOS. LOOP AT ITAB. CASE ITAB-TABNAME. WHEN 'VBPA'. IF ITAB-FNAME = 'KUNNR' OR ITAB-FNAME = 'LIFNR' OR ITAB-FNAME = 'PARNR' OR ITAB-FNAME = 'PERNR' OR ITAB-FNAME IS INITIAL. MOVE ITAB-TABKEY TO VBPA. SELECT SINGLE * FROM TPART WHERE SPRAS = SY-LANGU AND PARVW = VBPA-PARVW. IF SY-SUBRC = 0. REPLACE '&' WITH TPART-VTEXT INTO ITAB-INDTEXT. ENDIF. ENDIF. WHEN 'VBAP'. IF ITAB-FNAME IS INITIAL. REPLACE '&' WITH 'Item' INTO ITAB-INDTEXT. ENDIF. WHEN 'KONVC'. MOVE ITAB-TABKEY TO KONVC. SELECT SINGLE * FROM T685T WHERE SPRAS = SY-LANGU AND KVEWE = 'A' AND KAPPL = 'V' AND KSCHL = KONVC-KSCHL. IF SY-SUBRC = 0. REPLACE '&' WITH T685T-VTEXT INTO ITAB-INDTEXT. ENDIF. ENDCASE. IF ITAB-INDTEXT(1) EQ '&'. REPLACE '&' WITH ITAB-FTEXT(40) INTO ITAB-INDTEXT. ENDIF. IF ITAB-CHNGIND = 'I'. REPLACE '%' WITH ITEXT INTO ITAB-INDTEXT. ELSEIF ITAB-CHNGIND = 'U'. REPLACE '%' WITH UTEXT INTO ITAB-INDTEXT. ELSE. REPLACE '%' WITH DTEXT INTO ITAB-INDTEXT. ENDIF. CONDENSE ITAB-INDTEXT. MODIFY ITAB. ENDLOOP.ENDSELECT.

IF SUDATE = 'X'. SORT ITAB BY UDATE VBELN POSNR ETENR.ELSEIF SOBID = 'X'. SORT ITAB BY VBELN POSNR ETENR UDATE.ELSE. SORT ITAB BY USERNAME VBELN POSNR ETENR UDATE.ENDIF.

LOOP AT ITAB. CLEAR WFLAG. IF SUDATE = 'X'. IF WUDATE NE ITAB-UDATE. SKIP. WRITE:/001 ITAB-UDATE, 023 ITAB-USERNAME, 037(10) ITAB-VBELN. WFLAG = 'X'. WUDATE = ITAB-UDATE. WCHANGENR = ITAB-CHANGENR. ENDIF. ELSEIF SOBID NE 'X'. IF WVBELN NE ITAB-VBELN. SKIP. WRITE:/001 ITAB-VBELN. WVBELN = ITAB-VBELN. ENDIF. ELSE. IF WNAME NE ITAB-USERNAME. SKIP. WRITE:/001 ITAB-USERNAME. WNAME = ITAB-USERNAME. ENDIF. ENDIF. IF WCHANGENR NE ITAB-CHANGENR. WRITE:/023 ITAB-USERNAME, 037(10) ITAB-VBELN. WFLAG = 'X'. WCHANGENR = ITAB-CHANGENR. ENDIF. IF WFLAG = 'X'. WRITE: 013 ITAB-CHNGIND, 049 ITAB-POSNR, 057 ITAB-ETENR, 065 ITAB-INDTEXT(60). ELSE. WRITE: /013 ITAB-CHNGIND, 049 ITAB-POSNR, 057 ITAB-ETENR, 065 ITAB-INDTEXT(60). ENDIF. WRITE:/065 ITAB-F_OLD. WRITE:/065 ITAB-F_NEW.ENDLOOP.

FORM READHEADER. CALL FUNCTION 'CHANGEDOCUMENT_READ_HEADERS' EXPORTING DATE_OF_CHANGE = CDHDR-UDATE OBJECTCLASS = CDHDR-OBJECTCLAS OBJECTID = CDHDR-OBJECTID TIME_OF_CHANGE = CDHDR-UTIME USERNAME = CDHDR-USERNAME TABLES I_CDHDR = ICDHDR EXCEPTIONS NO_POSITION_FOUND = 1 OTHERS = 2.

CASE SY-SUBRC. WHEN '0000'. WHEN '0001'. MESSAGE S311.

LEAVE. WHEN '0002'. MESSAGE S311. LEAVE. ENDCASE.ENDFORM.

FORM READPOS. LOOP AT ICDHDR. CHECK ICDHDR-UDATE IN XUDATE. CHECK ICDHDR-USERNAME IN XNAME. CALL FUNCTION 'CHANGEDOCUMENT_READ_POSITIONS' EXPORTING CHANGENUMBER = ICDHDR-CHANGENR TABLEKEY = CDPOS-TABKEY TABLENAME = CDPOS-TABNAME IMPORTING HEADER = CDHDR TABLES EDITPOS = ICDSHW EXCEPTIONS NO_POSITION_FOUND = 1 OTHERS = 2. CASE SY-SUBRC. WHEN '0000'. LOOP AT ICDSHW. CHECK ICDSHW-CHNGIND NE 'E'. CLEAR ITAB. MOVE-CORRESPONDING ICDHDR TO ITAB. MOVE-CORRESPONDING ICDSHW TO ITAB. CASE ITAB-TABNAME. WHEN 'KONVC'. MOVE ICDHDR-OBJECTID TO ITAB-VBELN. MOVE ICDSHW-TABKEY(6) TO ITAB-POSNR. WHEN OTHERS. MOVE ICDSHW-TABKEY+3(10) TO ITAB-VBELN. MOVE ICDSHW-TABKEY+13(6) TO ITAB-POSNR. MOVE ICDSHW-TABKEY+19(4) TO ITAB-ETENR. ENDCASE. MOVE '& %' TO ITAB-INDTEXT. APPEND ITAB. CLEAR ITAB. ENDLOOP. WHEN OTHERS. MESSAGE S311. LEAVE. ENDCASE. ENDLOOP.ENDFORM.

TOP-OF-PAGE.WRITE:/ SY-DATUM,SY-UZEIT, 50 'SALES ORDER CHANGE HISTORY', 120 'Page', SY-PAGNO.WRITE: / SY-REPID, 60 'SALES ORDERS STATISTICS'.SKIP.ULINE.IF SUDATE = 'X'. WRITE:/001 'Change Date', 013 'Time', 023 'User Name',

037 'Sale Order', 049 'Line', 057 'Sch No', 065 'Changes'.ELSEIF SOBID = 'X'. WRITE:/001 'Sale Order', 013 'Line', 021 'Sch No', 029 'Change Date', 041 'Time', 051 'User Name', 065 'Comment'.ELSE. WRITE:/001 'User Name', 015 'Time', 025 'Change Date', 037 'Sale Order', 049 'Line', 057 'Sch No', 065 'Changes'.ENDIF.ULINE.*--- End of Program

HUM Basic Process of how Packing Works Let's say you want to pack a material shirt_jai in test_pack. Using MM01, create material type=packaging test_pack [SPRO] IMG-Logistics Execution-Shipping-Packing- 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-Packing- Define material group for packaging material Let's say JGRP IMG-Logistics Execution-Shipping-Packing- Define 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.

The "Packing Process" with an Example Example: You created a order for a material(R-1160 - hard disks) for a qty - 120 pieces. You need to create a delivery and A)pack 40 pieces each of the material are grouped together into larger cardboard boxes (PK-100 - shipping/packing material) and B)these 3 cardboard boxes are put into pallet (PK-095). 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.

Pricing

Difference between Condition Type Please explain the difference between Ek01 ( Actual Cost) and EK02 Calculated Cost. These are the condition type that will display the results of the unit costing for certain type of sales document. EK01 : If you use this condition type, the result of unit costing is issued to the first position on the conditions screen for the item. The value can be used as a basis for price determination. EK02: If you use this condition type, the result of unit costing is simply a statistical value which you can compare with the price. Please note the following points : 1) The condition type must have condition category 'Q' (costing). 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.

Accumulate the amount of condition types in accounting document To accumulate the amount of condition types in accounting document without affecting the pricing display in billing document. As an illustration :- ZPXX 3500 ZDXX 1000- ZWXX 500- (all condition types are shown separately in pricing view) Journal: Dr Vendor 2000 Cr Sales 2000 (ZPXX - ZDXX - ZWXX) One way to do it is :- Mark the condition types you want to group as statistical and remove the account assignment key. Create a subtotal in your pricing procedure that will add them together and put in the account assignment key for it. This way the individual components will still display on your pricing screen but FI will only get one posting.

Hiding Price Condition Types on a Sales Document Up to now you, you still cannot exclude certain condition types and subtotal lines from being processed or displayed in the condition screen by restricting the authorizations. You have to implement SAP Note No. 105621 - Authorization check for the condition screen

Creating New Pricing Procedure What is the transaction code for creating new pricing procedure and how to attach it to specific plant? You create PP in spro > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define and Assign Pricing Procedures > Maintain Pricing Procedures You can't attach PP to specific plant. Pricing Procedure is determined thru trx OVKK. The defining parameters for pricing procedure determination are: 1. SalesOrg 2. Distribution Channel 3. Division 4. Document Procedure (defined in Sales doc\Billing doc maintenance) 5. Pricing procedure assigned to customer (defined in customer master) Hope this helps. Sabir Reg pricing procedure. 1. Use transaction code v/07 to create a access sequence and assign tables based on which you want to carry on pricing as accesses. 2. Use transaction code v/06 to define condition type. It can be for base price, discount, freight etc., (Do assign relevant access sequence) 3. Use transaction code v/08 to define pricing procedure. 4. Assign this to your relevant sales area+ dpp+cupp. While specifying requirement, we can give reqt no.22 which specifies that plant has to be set. This is generally done for output taxes since output taxes depend upon the delivering plant. But directly there is no assignment between plant and pricing procedure.

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

Quantity Based Discounts in Bulk Quantities Sales You're looking to implement quantity based discounts in 4.6c. You are trying to sell items in specific bulk quantities, and only give the discount for specific quantity intervals. For example, if a customer orders 1 piece, 2 pieces, 3, etc. of part ABC, the price is $100. If the customer orders 10 pieces of part ABC, the price is $50. 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

Determine Sales Price with Shipping Point You are trying to use shipping point as a key field (with sales org. distribution channel and ship-to party together) to determine the sales price. You created a condition table with the above key fields, and maintained the relevant setting (access sequence, condition type and pricing procedure). There is an error message in the sales order pricing analysis ("access not made" in the shipping point field). In the access sequence, you found that the shipping point field's document structure is KOMK. Can you put to item level field in the condition table and access sequence? 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

Pricing date based on delivery date Used transaction VOV8. This configuration is by order type. There is a field called proposal for pricing date. There you can select pricing date as requested delivery date. A - Proposed pricing date based on the requested dlv.date (Header) 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.

Report to Check the Entered Pricing Condition Price Which is the best transaction code to check the Pricing condition price entered in "VK11"? Other than "VK13", to display the price, you can use V/LD - Execute Pricing Report to check the prices entered into the Pricing Master. Normally Pricing Report - "07 Cust.-specific Prices with Scale Display" will do. Other Pricing Reports you can tried are these: ---------------------------------------------------------------------------|LR|Report title |-- ------------------------------------------------------------------------|01|Comparison of Price Lists Without Scale Display ||02|Comparison of Price Groups Without Scale Display ||03|Incoterms with Scale Display ||04|Incoterms Without Scale Display ||05|Price List Types Without Scale Display ||06|Price List Types with Scale Display ||07|Cust.-specific Prices with Scale Display ||08|Cust.-specific Prices W/out Scale Display ||09|Material List/Material Pricing Group with Scale Display ||10|List Mat./Mat.Pricing Groups Without Scale Display ||11|Price Groups With Scale Display ||14|Taxes ||15|Material Price ||16|Individual Prices ||17|Discounts and Surcharges by Customer ||18|Discounts and Surcharges by Material ||19|Discounts and Surcharges by Price Group ||20|Discounts and Surcharges by Material Group ||21|Discounts and Surcharges by Customer/Material ||22|Discounts and Surcharges by Customer/Material Group ||23|Discounts and Surcharges by Price Group/Material ||24|Discounts and Surcharges by Price Group/Material Group ||25|VAT/ATX1 ||26|Canada/USA ||27|I.E.P.S Mexico ||28|Conditions by Customer ||30|Conditions by Customer Hierarchy ||31|Price List with Release Status ||AC| ||AD| |---------------------------------------------------------------------------

Mass Update of condition pricing You can update the condition pricing for a range of sales order. For e.g. if you create sales order for 15 months or so, and at the beginning of each year, you have to update the prices for lots of sales orders. Other than using VA02 and make an Update of the conditions at item level which is a big work because you will have lots of open sales order after so many months. Use VA05, select your Orders and on the result screen :- click Edit- > Mass Change -> New Pricing (menu). or if you don't want to do that Online, write your own abap report and use Function SD_BULK_CHANGE (check where-Used at SE37, Trace VA05 on how to fill the parameters, Function MPRF => New Pricing)

Make Material Master Price of a material as sales price automatically The first method is not to set the pricing condition VPRS as statistical. Simply remove PR00 and it will work fine if you always use VPRS as your pricing base inside the pricing procedure. VPRS will reads both prices based on the price control in the material master. Price control S for standard price. Price control V for moving average price. It is this simple if you do not have any other "Prices" in the price procedure. However, if you are using one pricing procedure where for some items you price using VPRS and some others using PR00, then you should use requirement routines to enable the correct price condition type at the right time. The second method involves more work as you need to write a formula (VOFM) to get that information. This is how it goes :- 1. Set VPRS to be the first step in the pricing procedure and to be subtotal B (as standard). 2. Set PR00 with alt. calc. type formula, which sets the value of PR00 to be equal to the subtotal B. The routine (created with transaction VOFM) is: RV64A901 FORM FRM_KONDI_WERT_600. XKWERT = KOMP-WAVWR. ENDFORM. The pricing procedure than looks like that: Step 1 VPRS statistical, subtotal B, reqt 4 Step 2 PR00 Altcty 600

Customer discounts on effort only -----Original Message----- Subject: Customer discounts on effort only Hi All, We have a requirement of giving a discount to customer based on the total amount invoiced so far (across financial years). Where do we set this up? We have seen so far the discounts are calculated based on the value of the current invoice. The discount should be on a graduated scale basis for example 0 - 100000 No discount 100000 - 200000 5% 200000 - and above 10% This means that discount would only start after the customer's net sale value crosses 100000. For example, if the customer has been billed for 99000 and the current invoice is for 3000, a discount of 5% should be given on 2000 i.e. 100. Another complication is that, the discount is not based on the total amount billed so far, but only on the effort billed and not on reimbursements (like airfares, living expenses, visa charges, beeper charges etc). The discount applies only to the effort and not to the reimbursements. In the above example (invoice of 3000) say the effort billed is only 1500, the rest being reimbursements. The discount is only on the 500. (the rest being taken up by the lower limit for eligibility of 100000) For example the customer might have been billed say 150000 so far but actual effort billed might be only 90000, the rest being reimbursements of actual costs and hence the customer is not eligible for the discount. Kindly help, -----Reply Message----- Subject: RE: Customer discounts on effort only Hi, The solution for this is Using rebate condition types and suitable condition records. Of this to handle your first problem that is the rebate has to be applied only on the "effort" you have to set up a line in the pricing procedure which gives the rebate basis i.e the value to be used for rebate cond types. This I believe solves your problem of rebate only on effort. Your second problem i.e the discount should start getting applied automatically when it reaches the first scale for which the values span few financial years. This I am not really sure whether it can be made possible in the invoice itself. But a work around is not giving the discount directly in the invoice but settling it against the rebate agreements by Credit notes periodically. Hope it helps. Thanks -----Reply Message----- Subject: RE: Customer discounts on effort only Hi Arent we looking at rebate agreeement. That appears to be a straightaway solution to your problem. You activate the sales organization and the payer for that Regards -----Reply Message----- Subject: RE: Customer discounts on effort only I am in SAP R/3 rel.30F. We have 2 options to meet your requirement. 1. Using scale in condition type ( tcode V/06 ), choose scale basis G.Scale based on a formula ( be: your based amount is invoice ). Define scale formula. You need ABAPER to define it. 2. Using routine in Alt.calc.type ( tcode V/08 , Maintain Pricing Procedure ). Here, you also need ABAPER to create routine. hope this help -----End of Message-----

Steps to Create Commission for Agent For creating commission agent, you have to follow below steps. 1) Establish Partner Functions for the Commissionee(s) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 2) Assign the Partner Functions to Partner Procedures Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 3) Create a Partner Procedure for the Commissionees Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 4) Create New Customer Account Group(s) for Commission Agents Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; LOGISTICS GENERAL ->; LOGISTICS BASIC DATA: BUSINESS PARTNERS ->; CUSTOMERS ->; CONTROL ->; DEFINE ACCOUNT GROUPS AND FIELD SELECTION FOR CUSTOMER Transaction Code: OVT0 5) Assign the Partner Functions to the Customer Account Group(s) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS ->; GOTO ->; PARTNER FUNCTIONS ->; ENVIRONMENT ->; ACCOUNT GROUP ASSIGNMENT Transaction Code: VOPA 6) Assign the Partner Functions to the Partner Procedure for the Sales Document Header Menu Path: Tools ->; Business Engineer ->; Customizing ->; Sales and Distribution ->; Basic Functions ->; Partner Determination ->; Define Partner Functions Transaction Code: VOPA 7) Assign the Partner Functions to the Partner Procedure for the Sales Document Item (OPTIONAL) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PARTNER DETERMINATION ->; DEFINE PARTNER FUNCTIONS Transaction Code: VOPA 8) Edit the Pricing Communication Structure (KOMKAZ) to Hold the New Functions (Client Independent) Menu Path: Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; DICTIONARY Transaction Code: SE11 9) Edit MV45AFZZ – userexit_pricing_prepare_tkomk (Client Independent) Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR Transaction Code: SE38 10) Edit RV60AFZZ - userexit_pricing_prepare_tkomk (Client Independent) Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR Transaction Code: SE38 11) Edit MV45AFZB - userexit_new_pricing_vbkd changing new_pricing (Client Independent) Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR Transaction Code: SE38 The following code should be inserted into program MV45AFZZ to allow the system to re-execute pricing if the user makes a change to the relevant partner function (alteration, addition, deletion). 13) Add the KOMKAZ Fields to the Pricing Field Catalog (Client Independent) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES Transaction Code: OV24 14) Create Condition Tables (Client Independent) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES Transaction Code: V/03 15) Create an access sequence containing the new tables (Client Independent) Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES Transaction Code: V/07 16) Create a new condition type Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->;

BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE CONDITION TYPES ->; MAINTAIN CONDITION TYPES Transaction Code: V/06 17) Add the Condition Type to the Pricing Procedure Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->; DEFINE AND ASSIGN PRICING PROCEDURES ->; MAINTAIN PRICING PROCEDURES Transaction Code: V/08 11) Create Commsission Report ZZCOMMISSION (Client Independent) Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP EDITOR Transaction Code: SE38

SD Questions About Pricing Condition The Most Important Tips in Pricing For SAP SD Module to crack interviews... Whenever we define our pricing procedures, we remain least interested in creating our own Condition Types,Condition Tables & Access Sequences. What we do is, we just define our own pricing procedures by using the existing condition types (i.e: PR00, K004, K007, KA02, KF00 etc.) & then assign that Pricing Procedure with " Sales Area, Document Pricing Procedure & Customer Pricing Procedure " . After that we put the values against each Condition Types, mentioned in our Pricing Procedure by using the T-Code "VK11". But we also need to know about the Condition Tables, Condition Types & Access Sequence Creation. So for that purpose we have to use the following T-Codes respectively : "V/05", "V/06" & "V/07". Now it will become easy to create the same. Also to inform that, using T-Codes is more smarter than following paths through IMG screen. Utsav Mukherjee - utsavmukherjee143@hotmail. What is the difference of VK11 and VK31 (condition records)? My condition type is PR00 and Access sequence is PR02. And in this access sequence table 304 is available. Now when I was entering the PR00 in VK31 it shows error Table 304 is not defining for the condition type PR02. But when I was entering the PR00 at VK11 it is accepting it. Difference between VK11 and VK31 - if you go through the menu path you will get the vk 31 as condition record from the tamplets whereas vk11 as simple condition record. In VK11 you can store condition record for more than one condition type. This means you can have same condition record for different condition types.This feature is given to enhance the system's performane and not to create the duplcation of the work for each condition type. Again system is not allowing to store the record in the vk31 for the condition type pr00 and access sequence pr02.This is because if you see this ac seq cointains two accessses 20 and 30 having the same table no.But you see there is the difference between the technical view of it for transfering the data from document field and condition field,so you can not maintain the data at VK31. 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.

Add a Field To New Condition Table in Pricing Add a field to a new condition table in Pricing (Condition Technique):- I will explain you the process with below example...Please follow steps in below sequence- Try to add the filed from the field catalog. In case the required combination field is not there, you can add the field through the following process to filed catalog and create the condition table. It is most common that one or other time we need to use this function while configuring multi tasking & complex Pricing Architecture. Here I'm giving a simple guide to add fields to the Pricing Field Catalogues: For example you want to use field PSTYV ('Sales document item category') that is included in structure KOMP ('Pricing Communication Item') as a key for a condition table. When you create a condition table (Transaction V/03), however, the system does not propose the field in the field catalog. Condition access, field catalog, allowed fields, KOMG, KOMK, KOMP, KOMPAZ, KOMKAZ, PSTYV are the other terms which we need to know about, to add Fields. Reason and Prerequisites: For technical reasons, field PSTYV was included in structure KOMP, however, not in structure KOMG ('Allowed Fields for Condition Structures'). Proceed as follows: 1. Call up the ABAP Dictionary (Transaction SE11) and create data type ZZPSTYV. Choose PSTYV as a domain.As a short text, you can use, for example, 'ZZ - sales document item category' and as a field label, you can use the field labels of PSTYV.Save, check and activate your entries. 2. Call up structure KOMPAZ in the ABAP Dictionary (Transaction SE11) in the change mode and make the following entry: Component Component type: ZZPSTYV ZZPSTYV Save, check and activate the change you made. 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.

Header Condition and Group Condition What are header conditions? Header conditions are those which appear in the header level of any sales order. these conditions are to be entered manually and get distributed automatically and the basis for distribution are taken from the NET VALUE of items mentioned at item level. When we go to the conditions section in a sales order, where the details of pricing is mentioned, here we add these conditions. Whenever any Header Condition is used, it overrides the PR00 condition type. Examples of header condition. - HA00 - % Based Header Condition. - RB00 - Absolute or numeric value which applies to all items. - HB00 - Numeric value or Absolute value. *-- Vivek Chokshi What is the difference between group condition and header condition? 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 Discount 1 - 10 Rs. 100.00 11 - 50 Rs. 105.00 51 - 150 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. 5. Check the outcome.

Steps Involved In Condition TechniqueWhat 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.

Billing Billing cannot be Release to Accounting This SAP message will appear if the system is unable to find the G/L codes match from the configuration in transaction VKOA No account is specified in item 0000001001 Message no. F5 670 Diagnosis No account was specified for account type "S" in item "0000001001" of the FI/CO document. System Response The Financial Accounting program cannot process the document. Procedure A system error has probably occurred in the application you called up. Check the data transferred to item "0000001001" of the FI/CO document. Assuming that one of the key combination is Account Assignment Group, you will have to check whether have the Account Assignment Group been input in the Customer Master (Billing tabstrips - Accounting sections - Field name: Acct assgmt group). The Account Assignment Group will be copied automatically into the sales order. Check whether the configuration in transaction VKOA have been done correctly. Check whether the sales order (VA03 - Goto - Header - Financial Accounting - Field name: AcctAssgGr) have been filled in automatically. Check whether the billing document (VF03 - Goto - Header - Header - Field name: AcctAssgGr) have been filled in automatically. If the customer master have not been maintained and the user have already input the sales order, then the user will have to maintained the Account Assignment Group manually either in the sales order or the billing documents. Take note for One Time Customer, the user have to input the Account Assignment Group manually into the sales order. One Time Customer can be used by many customer, therefore, the system will not be able to determine the Account Assignment Group manually.

Default Start Variant for VF04 There are two types of variant in VF04. One is the selection variant before clicking the Display Billing List Button. You can set the start variant via SE93 using the Change mode. 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

Condition Exclusion which will be determined in the billing document The system can exclude conditions so that they are not taken into account during pricing. For example: Material 4711 costs 150 USD. Some customers receive a discount of 10 USD per 100 pieces. However, a specific customer can buy the material for 100 USD. Since this is a particularly good price, the customer should not also have a discount of 10 USD per 100 pieces. Therefore, this discount is to be excluded from pricing. To create a condition exclusion procedure which will be determined in the billing document. Assign the procedure to the pricing schema, and maintain copy control so that pricing is not copied from Sales Order. To achieve this, copy the standard pricing to a ZXXXX Pricing. 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.

Steps for creating a new or changing an existing Billing Document Types Create/Change your Billing types configuration in VOFA. Some of the IMG stuff are :- 1) To block automatic transfer of the billing document to accounting, mark the field. Indicates whether the system blocks automatic transfer of the billing document to accounting. During document processing, you can manually transfer blocked billing documents to accounting by selecting: Billing -> Change -> Release accounting 2) Account determination procedure 3) Output determination procedure etc. ... After customizing, use transaction VCHECKVOFA to check your configuration :- 1) Proforma billing types: If it is a proforma billing type, (VBTYP = U), the field must be blank and the account determination procedure must be empty. 2) Cancellation billing document types: : A check is made to see if the cancellation billing document type has the right VBTYP. An F2 invoice, for example, (VBTYP 'M') can only be canceled with billing type S1 with VBTYP 'N' . A billing type with VBTYP '5' can only be canceled with the VBTYP '6' and vice versa. 3) Cancellation billing document type partner functions A check is made to see if the cancellation billing document type partner functions are empty or if those that correspond to the billing type used are empty. Next, make sure that you maintain the copy control for the Billing Types: Sales documents in VTFA Target Source e.g. F1 - Invoice OR - Standard Sales Order F1 - Invoice ZOR - Your Sales Order 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.

Billing Block will not worked if you did not assign it Define the possible block indicators in SM30 - V_TVFS and allocate them to the billing types concerned in SM30 - V_TVFSP. 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.

Billing Plan for Milestone BillingMilestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan.

As each milestone is successfully reached, the customer is billed either a percentage of the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a billing plan is required and, if so, which type of plan

The type of billing plan that is determined at this point is set up in Customizing and cannot be changed in the sales document.

Billing plans for periodic billing and milestone billing plans for project-related milestone billing have different overview screens so that you can enter data relevant to your processing.

For example, for milestone billing, you must be able to enter data to identify the individual milestones.

IMG configuration requires :-

1. Maintain billing plan types for milestone billing in OVBO.

2. Define date description in SM30 - V_TVTB.

3. Maintain Date Category for Billing Plan Type IN OVBJ.

4. Allocate date category in SM30 - V_TFPLA_TY.

5. Maintain date proposal for Billing Plan Type in OVBM.

6. Assign Billing Plan Type to Sales Documents Type in OVBP.

7. Assign Billing Plan Type to Item Categories in OVBR.

8. 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. Item -> Schedule lines.2. Mark the schedule line and select Procurement details.

The following figure shows an example of milestone billing where only the Contract havebeen billed :

Order Item Turbine 100,000

Billing Plan

Billing date Description % Value Billing Block Milestone Billing Status01-10-94 Contract 10 10,000 - x x 01-03-95 Assembly 30 30,000 x x 01-04-95 Maintenance 30 30,000 x x01-05-95 Acceptance 30 30,000 x x01-06-95 Final invoice .. .. x

Network/Activities

Milestone Estimate ActualAssembly 01-03-95 01-03-95Maintenance 01-04-95 Acceptance 01-05-95

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

SAP Billing - Combine Billing for deliveries with different date When using transaction VF04 or Billing (background), the date of the billing document (e.g. the current date) must be entered (In VF04 : settings, default data.) In VF06 or background: variant with parametrization) to avoid an unwanted split due to the billing date. This OSS notes is very helpful :- 11162 - Invoice split criteria in billing document 36832 - Invoice split in fields from the sales order

Billing Spilt by Item Category Is it possible to split invoice Item category wise. I mean If in sales order there is TAN and TANN then the invoice should split,is it possible? Naina Yes, it is possible. Create a modification of copy control routine for billing and use VBAP-PSTYV as an additional split criteria there. Martishev Sabir Thank you for your reply. Can you please tell me the exact steps what should I add under that(additional split criteria). Naina In trx VTFA (if your billing is sales order based) choose your billing type and SO type, there select your item categories and there select the field VBRK/VBRP data. In that field you will see the currently used routine. With the help of your ABAP guy create a copy of that routine under a different number and add your lines of code. Let's say you use routine 001. FORM DATEN_KOPIEREN_001. * 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, END OF ZUK. ZUK-SPART = VBAK-SPART. ZUK-VTWEG = VBAK-VTWEG. VBRK-ZUKRI = ZUK. ENDFORM. This is how it should look after modification: * 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.

Maximum number of items in FI reached Message no. F5 727 If you hit the above erros when you create an invoice in SD, the corresponding accounting document is not created. The error is as follows: Maximum number of items in FI reached Message no. F5 727

Diagnosis The maximum number of items for an FI document ('999') has been exceeded. System response FI documents have a 3-digit item counter that limits the number of items permitted per document. Procedure If the documents with an excessive number of items come from another application area (e.g. sales, logistics, order accounting), you can configure the system to the effect that these documents are summarized in FI. " How could this error be solved as none of your invoices are getting accounted in FI? To overcome this, the only way was to break the accounting invoices, 1 with 950 items and the other with the rest.

Prepaid process possible -----Original Message----- Subject: Prepaid process possible I am looking for information on how we could implement a prepaid process. By "prepaid process" I mean: - Customer sends to us his order - If customer is set as "prepaid", we produce an invoice for him to pay - Once we have received his payment, we release the sales order for delivery - no further billing document is produced. I found information in online documentation about "down payments" (I imagine that our prepaid process could be a 100% required down payment) but it does not seem that it would work. From what I understood it looks like the billing plan is handled based upon the item category, which implies the processing is "material" specific not "customer" specific. What we do now: - We have defined a risk category "prepaid" which is assigned to our prepaid customer. This risk category automatically block the sales order for delivery. - We receive the sales orders and produce a Pro Forma invoice from it, and send it to customer - Once we receive the payment, we release the sales order for delivery and produce the invoices. - We post the payment we received earlier against this last invoice. As you see, this requires a lot of manual work and a lot of time is wasted to match all documents together. There most be a more efficient way to handle this, anybody have any hints? -----Reply Message----- Subject: RE: Prepaid process possible Hi again! You are right! However, if you create a new item category for the prepaid scenario, you can select what item category (and process) to use at order entry. It is also possible to code a user exit so that only certain customers will get the prepaid process. This can be done also with item category groups (can be used to determine what default item category that should appear). This would mean that you either have different materialnumbers for the different processes or use different distribution channels in the sales order. DC 10 could be the normal process and DC 20 the prepaid process. Then you need to create the sales views in material master for DC 20 for all materials that should be possible to run in the prepaid scenario, and enter the "prepaid item category group in the sales item category group field in material master. 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. Good luck -----End of Message-----

Restricting Number Of Items In Billing Doc How I can restrict number of items in an invoice?

If I enter more than 8 items in a sales order and those items get copied into delivery doc then to billing doc. But our client want to restrict number items to 8 (max) in an invoice. You can restrict delivery with delivery tolerance, thereby causing invoicing of the desired. or Go to SPRO>>>IMG>>>Sales & Distribution>>>Billing>>>Billing Documents>>>Country-specific features>>>Maintain Maximum No. Of Billing Items. This is where you can define a maximum number of items allowed for all billing documents within a given sales organization. However, maintaining data here is not enough alone to bring about a billing split by number of billing items. You must also go to copying control for order/delivery to billing document at item level under "Data VBRK/VBRP" and maintain routine 006 "individual invoice limited" or a similar routine that accesses the data maintained here.

Credit Management How To Do Configuration For Credit Management Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between. An organizational unit that represents the area where customer credit is awarded and monitored. This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer. 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.

MRP block for Credit limit attained Customers How to block the requirement (MD04) generated by the item category in a sales order when the customer has attained the credit limit? The MRP requirements still appear even though the schedule is zero. You should try and use one of the standard requirements. See in transaction "VOFM". Under Requirements / Subsequent Functions / Reqs.Availablity. Try using routine 103, you may have to tweak if it doesn't work exactly as you'd like. For example, you can write a routine 903 because you only wanted this reaction for certain business units. Irregardless, using a routine similar to this will prevent the requirement from appearing in MD04 for orders blocked on credit. Code: DATA: W_ZSDCRD TYPE ZSD_CREDITBLCK. DATA: W_CMGST LIKE VBUK-CMGST. SELECT SINGLE * INTO W_ZSDCRD FROM ZSD_CREDITBLCK WHERE KKBER = VBAK-KKBER AND CTLPC = VBAK-CTLPC. IF SY-SUBRC = 0 AND VBUK-CMGST CA 'B'. IMPORT VBUK-CMGST TO W_CMGST FROM MEMORY ID 'CREDIT'. IF W_CMGST = SPACE. MESSAGE I706(Z1). EXPORT VBUK-CMGST TO MEMORY ID 'CREDIT'. ENDIF. *} 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.

Credit Mgmt Dynamic checking -----Original Message----- Subject: Credit Mgmt Dynamic checking From: Richard Dragani Hi credit experts, Does anyone know how I can automatically re-execute a dynamic credit check a few days prior to shipment for future dated sales orders. Any ideas would be appreciated. Rich Dragani -----Reply Message----- Subject: Re: LOG: Credit Mgmt Dynamic checking From: Swami Subramanyan Program RVKRED08? Or manually execute function module SD_ORDER_CREDIT_RECHECK. Regards Swami -----Reply Message----- Subject: Re: Credit Mgmt Dynamic checking From: Leslie Paolucci We check credit at the time of the delivery (at delivery creation and before picking) and use the blocked sales doc process/list to release them. This can be set up in customizing under risk management-> credit management. -----End of Reply Message-----

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 fd32- customer 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-----

Difference Between Simple and Automatic Credit Check Types Explain in detail difference between simple and automatic credit check types. In automatic check, difference between static and dynamic checks. SIMPLE CREDIT CHECK : Tr.Code - FD32 It Considers the Doc.Value + Open Items. Doc.Value : Sales Order Has been saved but not delivered Open Item : Sales Order has been saved , Delivered, Billed & Transfered to FI, but not received the payment from the customer. Eg: Customer Credit Limit is Rs.1,00,000/- Suppose Doc.Value + Open Item Value is Rs.1,10,000/- Here credit limit exceeds then system reacts. Options : A) Warning Message B) Error Message (Sales Order won't be saved) C) Error Message with Delivery Block AUTOMATIC CREDIT CHECK : Give extra credit facilities to the particular customer. STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory + Credit Control Area. A) Credit Checking Groups : Types of Checking Groups. 01) Sales 02) Deliveries 03) Goods Issue At all the above 3 levels orders can be blocked. B) Risk Catageory : Based on the risk catageories company decide how much credit has to give to the customer. HIGH RISK (0001) : LOW CREDIT LOW RISK (0002) : MORE CREDIT MEDIUM RISK(0003) : Average Credit Static Credit Check it checks all these doc value & check with the credit limit 1) Open Doc.Value / Sales Order Value : Which is save but not delievered 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)

Set Up for Credit Card Payment Processing Given below is the set up for credit card payment processing: Set Up Credit Control Areas: Define Credit Control Area Transaction: OB45 Tables: T014 Action: Define a credit control area and its associated currency. The Update Group should be ‘00012’. This entry is required so the sales order will calculate the value to authorize Assign Company Code to Credit Control Area Transaction: OB38 Tables: T001 Action: Assign a default credit control area for each company code Define Permitted Credit Control Area for a Company Code Transaction:

Tables: T001CM Action: For each company code enter every credit control area that can be used Identify Credit Price Transaction: V/08 Tables: T683S Action: Towards the end of the pricing procedure, after all pricing and tax determination, create a subtotal line to store the value of the price plus any sales tax. Make the following entries: Sub to: “A” Reqt: “2” AltCTy: “4” Automatic Credit Checking Transaction: OVA8 Tables: T691F Action: Select each combination of credit control areas, risk categories and document types for which credit checking should be bypassed. You need to mark the field “no Credit Check” with the valid number for sales documents. Set Up Payment Guarantees Define Forms of Payment Guarantee Transaction: OVFD Tables: T691K Action: R/3 is delivered with form “02” defined for payment cards. Other than the descriptor, the only other entry should be “3” in the column labeled “PymtGuaCat” Define Payment Guarantee Procedure Transaction: Tables: T691M/T691O Action: Define a procedure and a description. Forms of Payment Guarantee and make the following entries Sequential Number “1” Payment Guarantee Form “02” Routine Number “0” Routine Number can be used to validate payment card presence. Define Customer Payment Guarantee Flag Transaction: Tables: T691P Action: Define a flag to be stored in table. Create Customer Payment Guarantee = “Payment Card Payment Cards (All Customers can use Payment Cards)”. Define Sales Document Payment Guarantee Flag Transaction: Tables: T691R Action: Define the flag that will be associated with sales document types that are relevant for payment cards Assign Sales Document Payment Guarantee Flag Transaction: Tables: TVAK Action: Assign the document flag type the sales documents types that are relevant for payment cards. Determine Payment Guarantee Procedure Transaction: OVFJ Tables: T691U Action: Combine the Customer flag and the sales document flag to derive the payment guarantee procedure Payment Card Configuration Define Card Types Transaction: Tables: TVCIN Action: Create the different card types plus the routine that validates the card for length and prefix (etc…) Visa , Mastercard, American Express, and Discover Create the following entries for each payment card AMEX American Express ZCCARD_CHECK_AMEX Month DC Discover Card ZCCARD_CHECK_DC Month***** MC Mastercard ZCCARD_CHECK_MC Month VISA Visa ZCCARD_CHECK_VISA Month The Routines can be created based on the original routines delivered by SAP. *****SAP does not deliver a card check for Discover Card. We created our own routine.

Define Card Categories Transaction: Tables: TVCTY Action: Define the card category to determine if a payment card is a credit card or a procurement card. Create the following two entries Cat Description One Card Additional Data CC Credit Cards No-check No-check PC Procurement Cards No-check Check Determine Card Categories Transaction: Tables: TVCTD Action: For each card category map the account number range to a card category. Multiple ranges are possible for each card category or a masking technique can be used. Get the card number ranges from user community. Below is just a sample of what I am aware are the different types of cards. Visa Credit Expires in 7 days. 400000 405500 405505 405549 405555 415927 415929 424603 424606 427532 427534 428799 428900 471699 471700 499999 Visa Procurement Expires in 7 days. 405501 405504 405550 405554 415928 415928 424604 424605 427533 427533 428800 428899 Mastercard Credit Expires in 30 days 500000 540499 540600 554999 557000 599999 Mastercard Procurement Expires in 30 days 540500 540599 555000 556999 American Express Credit Expires in 30 days 340000 349999 370000 379999 Discover Card Credit Expires in 30 days 601100 601199 Set Sales Documents to accept Payment Card Information Transaction: Tables: TVAK Action: Review the listing of Sales Document types and enter “03” in the column labeled “PT” for each type which can accept a payment card Configuration for Authorization Request Maintain Authorization Requirements Transaction: OV9A Tables: TFRM Action: Define and activate the abap requirement that determines when an authorization is sent. Note that the following tables are available to be used in the abap requirement (VBAK, VBAP, VBKD, VBUK, and VBUP). Define Checking Group Transaction: Tables: CCPGA Action: Define a checking group and enter the description. Then follow the below guidelines for the remaining fields to be filled. AuthReq Routine 901 is set here. PreAu If checked R/3 will request an authorization for a .01 and the authorization will be flagged as such. (Insight does not use pre-authorization check). A horizon This is the days in the future SAP will use to determine the value to authorize (Insight does not use auth horizon period).

Valid You will get warning message if the payment card is expiring within 30 days of order entry date. Assign Checking Group to Sales Document Transaction: Tables: TVAK Action: Assign the checking group to the sales order types relevant for payment cards Define Authorization Validity Periods Transaction: Tables: TVCIN Action: For each card type enter the authorization validity period in days. AMEX American Express 30 DC Discover card 30 MC Master card 30 VISA Visa 7 Configuration for clearing houses Create new General Ledger Accounts Transaction: FS01 Tables: Action: Two General Ledger accounts need to be created for each payment card type. One for A/R reconciliation purposes and one for credit card clearing. Maintain Condition Types Transaction: OV85 Tables: T685 Action: Define a condition type for account determination and assign it to access sequence “A001” Define account determination procedure Transaction: OV86 Tables: T683 / T683S Action: Define procedure name and select the procedure for control. Enter the condition type defined in the previous step. Assign account determination procedure Transaction: Tables: Action: Determine which billing type we are using for payment card process. Authorization and Settlement Control Transaction: Tables: TCCAA Action: Define the general ledger accounts for reconciliation and clearing and assign the function modules for authorization and settlement along with the proper RFC destinations for each. Enter Merchant ID’s Transaction: Tables: TCCM Action: Create the merchant id’s that the company uses to process payment cards Assign merchant id’s Transaction: Tables: TCCAA Action: Enter the merchant id’s with each clearinghouse account

Dunning Process In Credit Management Explain about dunning process in credit management? Let me explain in simple terms: 1) You have a Customer which you had felt, he is doing good business and supplied material on Credit of 45 days. 2) Since this customer is good as you felt, you have not managed Credit Checks as well. So, he had comfortably reached to the fullest credit (or even more) which you can afford for any customer. 3) One fine day you got realised that, there is very bad debt with this customer and need to recover from him and till then, there will be no further supply to the customer. 4) Your company's legal department has laid a policy that, inorder to recover any bad debts, like: a) We will send a normal payment reminder. b) In case customer doesnt respond, we will send at least further reminder (dunning notice) may be 9 times (9 reminders) (Dunning level) and what intervels of time (dunning frequency) c) Still if the customer doesnt resopond for the reminders, you will file a law suit against the customer for recovering the Payments.

d) Finally, after getting veridict, you may proceed for auction of his property or as per the order for Law. Now in SAP, the definition of Dunning procedure is a pre-defined procedure specifying how customers or vendors are dunned. For each procedure, the user defines - Number of dunning levels - Dunning frequency - Amount limits - Texts for the dunning notices In SAP, you will maintain the Dunning Procedure at customer master. Referring to this your SD Team / FI Team (user team) will effect Dunning PS: You might remembered the dunning procedure laid by Relaince Mobile, sometime back, sending street rowdies for recovering the bad debts from users. That is dunning. Remember Reliance, you will not forget dunning forever.

Product AllocationImplement the Product Allocation Functionality We are required to implement product allocation functionality in SAP R/3 (Enterprise Version). We tried to do the elaborate steps as per the implementation guide but are not successful. Can you kindly help by giving the simple steps for implementation. Please see if the following helps: Configuration Overview; Allocation Specific Usage 1.Allocation Procedure (OV1Z) The product allocation procedure is the parent of the entire allocation process. All materials that are to be included in the allocation scheme are required to have an allocation procedure assigned to it in the material master. In addition, as of release 4.0, it is in the procedure that the method of allocation is defined. The user has the opportunity to set an indicator to identify their choice of two different methods (discrete and cumulative allocation) to evaluate the quantities to be considered for product allocation. 2.Allocation Object (OV2Z) The allocation object is the root level of the allocation process where actual data is entered and planned in LIS. The object allows the user to further break down a procedure into smaller parts for future validation of components comprising a specific material 3.Allocation Hierarchy Mapping (OV3Z) Primarily, this transaction permits the assignment of an allocation procedure to an LIS information structure. Secondly, a character is assigned to the information structure to permit collective planning. Finally, the user can assign a step level to the procedure and information structure to sequence the order in which allocation quantities are checked. This functionality allows the user the opportunity to check product 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).