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.

SAP SD Tips by: Priyam

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. 

Explain What Is Credit and Debit Memo    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 programmed processes them automatically. If the credit memo is specifically related to a particular open invoice item, the payment program automatically attempts to offset the credit memo against the open item. If it is not possible to completely offset the credit memo against an invoice, you can post a debit memo to the vendor, who is to reimburse the amount. Then you can apply a multilevel dunning program. 

3. Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. If the prices calculated for the customer were too low, for example, calculated with the wrong scaled prices, you can create a debit memo request. The debit memo request can be blocked so that it can be checked. When it has been approved, you can remove the block. It is like a standard order. The system uses the debit memo request to create a debit memo. 

4. As mentioned above, creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. For this first create a sales document with the order type for a credit or debit memo request. You can create the debit or credit memo requests in the following ways: 

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. 

Use the same Invoice Script/smartform for Credit/debit memo's

INVOICE

Output type : RD00

ScriptForm Name : RVINVOICE01

Driver Program Name : RVADIN01

smartform name : LB_BIL_INVOICE

Smartform Driver Pgm: RLB_INVOICE

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).

Inter Company Sales Process

Explain the Inter Company Sales Process.

In SAP sales & distribution module, an intercompany sales occurs when the selling organization belongs to a different company code than the delivering plant. The transaction path for accessing intercompany sales billing is:

IMG >> Sales and distribution >> Billing >> Intercompany billing

Let us take an example to understand intercompany sales better. Suppose there are two company codes namely 1000 and 2000. A customer may place an order for goods in sales organization belonging to company code 3000. However, the goods may be manufactured by a delivering plant belonging the company code 1000. A sales order is created indicating delivering plant of company code 1000. The sales organization then invoices the customer for the materials purchased. SAP R/3 automatically creates an intercompany billing document at the same time as the customer’s billing document is created. This intercompany invoice is sent from the delivering plant to the selling sales organization. 

As a rule of thumb, when dealing with different company codes, one may find a need to transfer stock between two different company codes. However, if the stock be transferred within the same company code, there is no need for an intercompany transaction. But in case the stock is transferred between different company codes, a transfer of value occurs and is an intercompany sale.

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In inter- company sales process, no PO will raise.

While creating sales order, if the end user knows there is no stock on their plant, they request for their sister concern company to deliver these ordered goods to the customer directly, after delivery they will receive intercompany invoice from the delivering company code, that’s the reason you enter delivering plant while creating sales order.

Below is the inter-company check list:

Check all your settings once again for creating inter-company billing:

- Material should exist in both plants.

- Stock will be maintained in D-Plant (Delivering).

- Now Plant - R (Receiving) become the customer of Plant-D.  So create a dummy customer in Plant-D's company code and sales area.  

- Assign this customer number to Plant -R's details & its selling sales area.

- Maintain the intercomapny billing type (IV) in ur sales doc type (OR).

- Assign the Plant-D to selling sales org+ dbt channel.

- Maintain relevant copy controls between documents.

- Determine pricing procedure for Standard (RVAA01) as well as Intercompany (ICAA01) (Note: Dummy customer's CPP, IV doc's DPP along with Delivering plant's sales area)

- Maintain the condition records for Condition type PI01- VK11  (Note: In ICAA01, you won't find any PI01 Ctype, but you'll find IV01-, if you observe the details of IV01 C.type in V/06, it has the ref Ctype as "PI01" , through which the condition record of PI01 is shared to IV01 also..)

- Now create VA01, enter the required fields, in delivering plant -enter Plant-D, @ item level as well as @ header level, and save,

- Create Delivery VL01n, with ref to SO,

- Create Billing VF01 (with ref to DEL)--- observe bill type-F2,

- Create Billing VF01 (with ref to DEL again)--observe the bill type-IV.

Normal Sales Order Cycle Configuration

What are those initial sales order config?

By: Anuradha

Normal Sales Order Cycle:-

Step 1: Sales Document Type IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header:

1. Sales Document Type: The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order. 

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team. 

3. Assign Sales Area To Sales Document Types:  A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error. 

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item: 1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New. 

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line: 1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New. 

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2: IMG > Logistic Execution > Shipping > Deliveries >

1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New. 

2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New. 

3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3: IMG > Sales and Distribution > Billing > 1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New. 

2. Define Number Range For Billing Documents: Ensure to maintain number range. 

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

The configuration differs from scenario to scenario & requirement of the client.

Default Storage Location In Sales Order

Where to maintain settings if we want to make storage location appear by default at the time of creating the sales order?

There is No storage location determination at Sales order level.. Only we can enter manually.

Storage location will be determined at Delivery level only.. 

System does not determine storage location at sales order level. User has to indicate it at time of creating sales order. The storage location entered in the order item is copied into the outbound delivery.  If no storage location for picking is specified in the order item, the system determines the storage location when it creates the outbound delivery and copies it into the delivery item. The system determines the picking location based on a MALA, RETA, MARA rule defined in the delivery type.

This functionality is not available in the standard SAP. If you want the system to check the stock at a specific storage location, the storage location has to be entered manually at item level or you have to go for development so that it will be defaulted under the specific conditions specified. You have to create a Z-table and maintain the table with data under which that specific storage location has to be determined. 

A userexit has to be used so that it will default the appropriate storage location after checking the table.

Storage loction determination in Sales order is only possible via a user exit. You cannot configure storage location into sales order: you need to use user  exit MV45AFZB USEREXIT_SOURCE_DETERMIN

or

You can use userexit_save_document

Userexit_save_document_prepare

or

The relevant forms to be used are:

USEREXIT_MOVE_FIELD_TO_VBAK -- to default in Header.

USEREXIT_MOVE_FIELD_TO_VBAP -- to default in item.

User exit: MV45AFZZ

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Standard SAP can't determine storage location at sales order level. If required to give manually. But at deliver it'll determine automatic.

Do the proper settings at Delivery level:

SPRO --> LOGISTICS EXECUTION --> SHIPPING --> PICKING --> DETERMINE PICKING LOCATION --> Define Rules for Picking Location Determination.

If sales order level by default require, then you have to use user EXIT

Explain The Meaning Of An Open Sales Order

What is an open sales order?

An open sales order is where the order has not been delivered (physical goods).

Open Sales order : I will explain taking an example, suppose there is an order for 100 qty and against this order, only 50 are being delivered till its delivery date . i.e. it is partially delivered. then its status will be open . because it is not fully delivered.

You can check the open order status in VA02 in status tab. (double click on item and at item level chk the status) or check in transaction VA05 all the open orders.

In SAP SD, the document flow will summarize the status of each document. In order, they are:

1. Sales order : once delivery has been created, the status of the order changes from "open" to "completed".

2. Outbound delivery : when items are picked and posted for goods issue, the status remains at "being processed"; the status becomes complete only when billing is done.

3. Billing document : when billing document is created and saved, and posted to accounting, the status of the delivery becomes "complete"; the status of billing becomes "complete" as well; an accounting document is created and the status is "not cleared".

4. Payments posting affects the status of the accounting document; hence, you look at table BSEG. once payment is posted with reference to this accounting document, the status becomes "cleared".  

How can we know using data in tables whether a sales order is open or not?

Check in Transaction VA05 and in table the status filed will tell you the status of open order. 

Table VBAP / VBAK / VBUK (header) and VBUP (item)  

Which table is updated when customer pays against an invoice?

Check table VBAK / VBAP / VBRK / VBRP and VBFA you can chk the document flow.

 

Can you tell if a sales order can be considered open if delivery has happened but payment has not been done yet?

Yes, that sales order will be considered as complete order. not open order.

Delivery will be open against which billing is not happened.  

How to close any open sales order?

Go to transaction VA05, here you can see list of all Sales order open for any particular sales area. 

You can either do mass maintenance to close all the open order by giving rejection reason. Or you can check one by one order & reject the pending item. 

Go to VA02, input the sale order and execute. Now select the line item and assign Reason for Rejection which you will find on the right top side.

If you have not delivered any quantity, then you can delete the sales order from the tcode VA02 - Enter your doc no- in the menu bar go to sales document-then DELETE.

Sold To Party In Sales Order Screen    After entering sales order (va01) screen, system giving default sold

to party. How to disable this?

This is due to activation of userexit V45A0002. You need to deactivate this. Take the help from ABAPer to find the project which is assigned to the userexit and deactivate the same. 

or 

Can you also check in your SU3 Parameters whether there is any entry with Parameter ID - VAU?

If some value is set for this parameter , it will be copied by default in SOLD-TO-PARTY during creation of the Sales Document (VA01)

You can remove this ID or clear the Value.

You can also check if there is any Transaction Variant associated with your Transaction in SHD0 through which the default sold-to-party can come.

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Change sold to party in sales order 

We have the below requirement of changing sold to party after creation of sales order:

Once sales order is created, purchase requisition is created automatically and purchase order is created with reference to the purchase requisition. So when Goods receipt is done, the respective stock is getting reserved for that sales order.

We wanted to change the sold to party option.

After creation of purchase order, sold to party option in sales order is display only.

How to make it changeable?

As long as you have not created subsequent document like delivery or invoice, you can change the sold to party in sale order either in creation mode (VA01) or in change mode (VA02). But once you created the subsequent document, you cannot change the sold to party bocz, the said field will become uneditable.

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Effect of sold to party in sales order   

What is the effect of sold to party in sales order?

Suppose we are creating the sales order with customer '11' and material 'abc', but before saving the sales order document we changed the customer and new customer is '21', so after this change which is redetermined in the sales order.

These will get redetermine

-->Tax

-->Price

-->Frieght

-->Payment terms

-->Shipping conditions

-->Partner (Ship to party, bill to party and Payer).

-->Route.

If the Sold to party is changed from 11 to 21, then the new SP (21) may be valid for some other Sales Area, may have different SH,PY &BP. So accordingly those data will change.

If different SP, then Price may vary, Shipping condition may vary. So those data may change.

As different SH may be different, then Route may be different, Plant may be different, and as Tax is mostly Plant dependent, so Tax may change.

If SP is different PY may be different, so Payment Term, Incoterm & Credit limit may be different, so those data will be changed/redetermined accordingly.

Profit Center Default In Sales Order    Question: 

In sales order we have profit center tab in line item --> account assignment. From where does this profit center comes here? The source I mean.

Answer:

Sales order takes profit center from material master view Sales: Plant/General data.

Profit center is assigned in (material master record) MMR in sales orgn 2 view. If you assign there automatically it will trigger in the sales order. In the item data -> account assignment tab .

This profit center is used in MMR because, once you do OR- LF- F2 for that material this material value has to trigger in the profit center in FI properly. 

After doing F2 and when you save a the Invoice i.e., F2, automatically an accounting document gets generated along with a profit center document also gets generated if you have assigned profit center to your MMR.   

In material master, I was created profit center PBB2K for part A but it is showing different profit center when sales order created.  Advise why different profit center show in sales order? 

Check 0KEM for any sales order substitution for profit center.

In general, the material master profit center defaults to profit center, but at sales order you can change the profit center otherwise check 0KEM

  It seems as though we have a FI setup in our system through which the Profit Center on the Sales Order is NOT defaulted from the Material master, but is showing up another value, could you please provide me the steps where I could look that up? What configuration is it from the FI side that is preventing the standard material PC to be over ridden? 

Please check OKB9, 

or

Simple,

It is in substitution,

Go to transaction GGB1 and see under the node profit center accounting. 

You will see that you can substitute the profit center in the sales order using substitution.

You can define your own here.  

How can I make the Field Profit Center in the line item level of the sales order to mandatory?

You can do this by transaction variant.

Goto tcode SHD0, give t code as VA01. Make a transaction variant and make the fields mandatory.

or

Please include the Field Profit Center (PRCTR) in incompletion Procedure of Sales Order Item.  So without Profit Center Entry Sales Order will be incomplete.

Goto T.code OVA2 copy the procedure you are now working with and add the field vbap-Prctr.

In VUP2 you can assign your new procedure to your item category.

Check Whether The Entries Is Maintain in LIS Update or Not 

Path: 

SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics Data Warehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group --> Assign Update Group at Header Level

Maintain following data, separately in two rows:

Sales Org: say,1234 DstCh: Division:

Customer Statistic Group: + Statistics group for sales document type: 1

and

Sales Org:  DstCh:  Division: Customer Statistic Group: + Statistics group for sales document type: 2

SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics Data Warehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group --> Assign Update Group at Item Level

Maintain following data, separately in two rows:

Sales Org: DstCh: Division: Customer Statistic Group: + Material Statistic Group: 1 Statistics group for sales document type: 1 Statistics group for the item category: 1

and

Sales Org: DstCh: Division: Customer Statistic Group: + Material Statistic Group: 1 Statistics group for sales document type: 2 Statistics group for the item category: 2

Note: Once, you will maintain Settings for LIS-Update, it will update onwards transactions and will not update for already done transactions.

3PL Purchase Order Link To Sales Order   For third party order, either you can create the material master with

item category group as BANS, so the system will automatically pick TAS in the sales order for the material or you can change the item category manually to TAS in the order. 

This will trigger a PR, based on the PR a PO will be generated.

Defining Item Category Group

IMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item -> Define Item category groups

Defining Item Category -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item -> Define Item Categories

Item category TAS Description 3rd party with SN CM Item type Blank Completion rule Blank Special stock Blank Relevant for billing B Billing plan type Blank Billing block Blank Pricing X Statistical value Blank Revenue recognition Blank Delimit. start date Blank Business data item X Sched. line allowed X Item relev. for delivery Blank Returns Blank Weight/Vol.- relevant X Credit active X  Determine cost X Aut. batch determ. Blank Rounding permitted Blank Order qty = 1 Blank Incomplete proced. 28 PartnerDetermProced T TextDetermProcedure 01 Item cat. status group 1 Screen seq. group N Status profile Blank Create PO autom. Blank Config. strategy Blank Mat. variant action Blank ATP material variant Blank Structure scope Blank Application Blank Value contract material Blank Contract release ctrl Blank

Repair procedure Blank Billing form Blank DIP profile Blank

Assigning Item Category

IMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item -> Assign Item categories

Creating Material 

MM01

1. On the screen Create Material (Initial Screen) enter the material number if External.

2. Choose Select View(s). (Basic View 1&2, Sales Views, Purchasing views and accounting views).

3. Enter the relevant data and save the material. Use material group BANS in the item material group field.

Creating SD Pricing Conditions for material 

VK11

Creating Vendor Master 

XK01

What is the Foreign trade data required in SO for doing Exports

I am doing export sale but while creating billing document system give error that "Missing export data" hence accounting document has not created.

Trouble Shooting and Problem Solving :

Go to VF02, input the billing document and execute. 

From top menu bar, click on "Goto -- Header -- Foreign Trade/Customs". 

There again click on "Incompleteness analysis" which will be below to "Head.text" tab so that it will take you to the areas where you need to fill in the required datas.

Once you gave all the data and save, you can check the log as "Document complete".

Solution : 

This will resolve the issue for current Invoice; but if the same error is occurring for every Invoice, maintain default values.

To get the default values for foreign trade data go to

1. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreign trade --> Define Business Transaction Types And Default Value --> 

Define Default Business Type (SD)

In this step maintain assignments for country/sales org/dist channel / item category / and transaction type combination.

2. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreign trade --> Define Procedures and Default Value --> Define procedure default

In this step maintain assignments with the combination of country/sales org/dist channel/division/exp.imp group/item category/ procedure.

Apart from the above we need to maintain Comm./imp. code no./country of origin and region of origin at material master

HINT:

Go to VTFL, select your billing type and delivery type and click on blue magnifying lens on top left so that it will take you to a screen where most probably, you would be maintaining "B" for "Determ.export data". Maintain blank field there and save. Now system will not throw incomplete error message.

Material To Be Added or Excluded To a Customer

How to setup material exclusion for customer during sales order creation?

If you want specific material to be added or excluded to a customer, you can do it in "Listing and Exclusion".   Here is a small note on listing and exclusion, it may be helpful.

Material listing and exclusion:  

Material listing: Whatever the materials that are placed in the listing for a customer he can access to those materials only.   Maintaining records for material listing:    Logistics Sales and distribution Master data Products Listing/Exclusion VB01 Create Specify the condition type for listing Select the required key combination Enter the required materials in listing and save it.   Material Exclusion: Whatever the materials that are placed in exclusion for a customer he cannot access those materials.   Maintaining records for material Exclusion:   Logistics Sales and distribution Master data Products Listing/Exclusion VB01 Create Specify the condition type for exclusion Select the required key combination Enter the required materials in exclusion and save it.   Maintaining condition technique for listing and exclusion:   SPRO Sales and distribution Basic functions Listing/Exclusion Maintain condition tables for listing/exclusion Maintain access sequence for listing/exclusion Maintain listing/exclusion types Go to new entries and define condition types one each for listing, exclusion   Procedure for maintaining listing/exclusion Define the procedure one each for listing and exclusion   Activate listing/exclusion by sales document type Select the required sales document type and assign the procedure for listing and exclusion   Note:    1. Listing type  A001  2. Exclusion type  B001  3. Procedure for listing  A00001  4. Procedure for exclusion B00001

Partner Determination For Sales Doc  Explain me how to get partner determination for sales doc header level.

By: Micro Irrigation

First determine one account group ( Trans code OBD2 ) assign number range for acct group ( Trans code OBAR ).

Define partner determination procedure: IMG -> SD -> Basic Functions -> Partner Determination -> Setup Partner Determination -> Partner Determination For Sales Doc Header   Click on Partner Type Go To New Entries and Define Partner Types Customer KU Vendor LI Contact Person AP Sales Employ SE   Select Partner Type KU and Go To Details Icon and Maintain Partner Functions SP Sold To Party SH Ship To Party BP Bill To Party PY Payer Come Back and Click On Assign Partner Type To Sales Doc Header KU To TA Assign Partner Functions To Account Group SP To ACC GROUP SH BP PY Same. For Sales Doc Header The Partner Functions Can Be Determined From Customer Master.

Setup Partner Determination Procedure

How to customize the Partner Determination Procedure?

We can determine partner determination procedure by using the transaction code VOPA.

In the business different people interacts to make a transaction with the business while making transactions with the business every partner performs certain roles those are called as a partner functions.

Depending on the partner type every partner fulfill certain mandatory partner functions.  SAP determines relevant partner functions automatically to relevant partner object type.

Flow: Customer master, Sales, Delivery, Billing, Document header and items.

A) Partner Types.

1) Customer(KU) He performs partner functions like Sp, Sh, Bp, Py.

2) Vendor(LI) Partner Functions (FA- Forward Agent).

3) Contact Person (AP) Partner Functions-CP.

4) Sales Employee(PE) Partner Funcitons-SE

Authorized Partner to release the order

Contracts are release by raising sales orders. In the business one specifies partner is authorized to enter and to release contracts. At Header level( sales document) there is a control by which system carries out checks against partner whether he is authorized to release the contract.

Partner type(KU) and Partner Functions( AA- Sold T party) to release the contracts. Aw- ship to party to release the contracts and this partner functions assigned to partner determination procedure (kab).

Partners to check credit limits: We define partner functions Km-credit Manager. kb- credit representations  both belongs to partner  type pe(personal)

Configurations settings:

1) Define Account Group( OBD2)

2) Assign Number range key to Account Group (OBAR)

3) Define partner determination procedure for customer master. a) Define partner functions Path: Img -> sd -> basic functions -> partner determination -> set up partner determination -> set up partner determination for customer master.

Click on partner function control button under dialog structure

Partner Function Name         Partner type error sp             sold to party  ku            07 sh             ship to party  ku            07 bp            bill to party    ku            07 py            payer             ku           07

partner type Pe Km          credit manager  pe           09 kb            credit represent  pe           09   b) Define partner determination procedure. c) Assign partner functions to partner determination procedure. d) Assign partner determination determination procedure to account group. e) Assign partner functions to account group.

For sales document. a) Define Partner functions to sales document header 

1) Define partner functions img -> sd -> basic functions -> partner determination -> setup partner determination -> set up partner determination for sales document header

2) Define partner determination procedure.

3) Assign partner functions to partner determination procedure 

4) Partner Determination procedure assignment.

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 SD  What 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.

Pricing Customization For Sales BOM

What are the steps of customization to pricing for header level or item level then?

By: John

You can create a sales bom, and price it at header level or sub level.

If you want to assemble the products and depending upon the assemblies you want to price.   For eg. if the customer asks for a certain combinationa of Material A, B and C respectively, then you create a Material Master record Material D with item category group as LUMF.  While the Materials A, B and C are created with standared item category groups NORM only. 

Then create a sales BOM using Tcode CS01 and enter the following details:  Material : Material D  Plant : Plant in which you created the material.  BOM Usage : 5 (Sales and Distribution)  then give the Materials A, B, and C and give their respective quantities. 

Before you have to create pricing condition records for Materials A, B, and C.  Then configure the item categories ( T - code : VOV4).  When processing the sales order, just give the Material D and the system will pick up the corresponding assemblies for that material and populate in the order.  The item category for the header item will be TAP and the item cateory for the items will be TAN.

In this cas the Material D is called as the higher level Item , and all the assemblies are called as the sub items.  Here the subitems are relevant for pricing and delivery where as the header item is not relevant for neither pricing nor delivery. It just acts as a text item. 

This type of configaration of BOM is known as pricing at item level. This is used when you dont know what quantities of assemblies the customer is going to order and if the price of the assembly keeps varies. 

There is another way of configaring BOM which is pricing at header level.  The difference is that the Material Master D has to be confugured using the item category group ERLA. 

Creation of BOM is same.  But you need to maintain the pricing condition record for the header item. 

The item categories in this case would be  Header item : TAQ  Sub item TAE;  Where the header item is relevant for pricing and delivery. and subitems are not relevant for neither the pricing nor the delivery.  Depending upon your requirement you configure accordingly.

In Summary:

-->Befor going to create sales BOM you need to create: Master data for that Header Material and Components in the MM01 transaction.

-->If you want Header price you create Header Materil with ERLA Itemcategory group.

-->If you want pricing at item level you create header material with LUMF Itemcategory group.

-->To create Sales BOM go to the transaction CS01 there you give enter the data

Header Material which you have created in the MM01 transaction. 

Delivering Plant. 

BOM Usage as '5' (Sales and Distribution) 

***Then proceed with enter system will take you the BOM detail screen here you maintain the details of the components (How many components you need to make a Header material)

-->Check the item category determinetion settings in the transaction VOV4.

-->Maintain the Pricing procedure according to that.

-->Now you can create sales order with the BOM material 

Process 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'.

What is the Difference/Similarities between LIS and SIS The Logistics Information System (LIS) is made up of the

following information systems:

Sales Information System Purchasing Information System Inventory Controlling Shop Floor Information System Plant Maintenance Information System Quality Management Information System Retail Information System (RIS)  Transport Information System (TIS)

Out of this SIS (sales information system ) is one.

In the standard system, the following information structures are available in the Sales Information System:

S001 "Customer" S002 "Sales office" S003 "Sales organization" S004 "Material" S005 "Shipping point" S006 "Sales employee "

These information structures form the data basis for the respective standard analysis of the same name.

In addition to the above information structures, the standard shipment also includes information structures that are used internally (S066/67 Credit Management, S060 rebate processing and S009/14 sales support).  

I am trying to see the standard analysis for the customer in MCTA transaction. But it is not showing all the invoices which I done in a day. It shows only a latest created invoice details.

MCTA is reading data in table S001, which will not give invoice details as this is a summation of data based on the billing date. T-code MCVV will allow you to simulate how a single invoice would update all SIS structures.

You would need to create a custom SIS structure and add the invoice as a characteristic. Use S600 - S999 in the customer namespace then MCSI to execute any custom reports.

Run MC22 and re-generate your info-structure (make sure you play with S001).

Create new invoices and run MCTA again.

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. 

Configuring Availability Check Through Checking Groups

1. The checking group + checking rule determine how the availability check is to be performed.

2. The checking group determines whether and how the system checks the stock availability and generates requirements for material planning. The checking group defines what type of requirements will be passed on i.e. summarized requirements (daily/weekly) or individual requirements for each sales order.

3. The checking rule applies to how the availability check is to be carried out at the transaction level. Note that you must define checking rules for each individual application such as for production orders for example. In Sales and Distribution, the checking rule is specified internally within the system and cannot be changed.

4. The checking rule, in conjunction with the checking group, determines the scope of the availability check for every business operation; that is, which stocks, receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time.

5. Briefly explaining the above – checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and checking rule which is at the transaction level and can be configured independently for each application module, determines which stocks, receipts and issues to be taken into account. For performing an availability check checking group has to work in conjunction with checking rule.

6. Advantages of individual processing over summarized processing –  Backorder processing is possible. You can access (MD04) order, line and schedule line individually which gives a greater control on available stock and requirements placed on stock. The system automatically uses individual requirements in case of special stock items.

7. Required data for the Availability check to be carried out – The Availability check must be switched on at the requirement class level. The Availability check must be set at the schedule line level. A requirements type must exist by which the requirements class can be found. A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR). A checking group must be defined in the material master record in the MRP3 screen in the availability check field.

8. Configuring Availability check and defining Checking Groups – Checking groups are introduced into the sales order based on the setting in the material master record. SAP standard checking groups are 01 – summarized requirements and 02 – individual requirements or you can create your own by copying the standard ones. Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by day or week. Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each other. The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check.

9. Defining material block for other users – the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. If the block is not set, two users can confirm the same material at the same time for two different orders, not knowing if the stock is available or not. If you select this field, the material is blocked during the availability check and other users cannot: a) Make changes in the material master record. b) Create purchase orders for the material. C) Create orders for the material.

10. Defining default values for checking groups - Checking groups are introduced into the sales order based on the setting in the material master record. However if there is no entry present in the material master record for the checking group, a default value can be set here, depending on material type and plant. This default value will be used by the system depending on the material type mentioned in MMR and plant in sales order. If an entry exists, this default value is over written by MMR.

11. Controlling Availability Check – in this section, you tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time.

12. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction.

13. These settings carry out control both for sales order and delivery as well. This is due to the fact that you may want to include specific stock or incoming stock for the sales order, yet at the time of the delivery only include physical stock on hand waiting to be shipped.

14. It is possible to indicate to the system that you would like the availability check NOT TO CHECK the stock at the storage location level. This indicator is used to set the scope of the availability check. 

15. It is used to switch off the check at storage location level. You create a reservation for a particular storage location. However, the scope of the availability check is set in such a way as to exclude the storage location. In this case, the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation.

16. Should you not want the system to automatically check RLT, you may indicate so here. RLT is the time taken for a material to become available. It is only used when doing an ATP check and is taken from MMR.

17. Defining the elements in the availability check entirely depends on the business needs, but a few tips are given under –  When controlling the Availability check at the time of the sales order, a purchase requisition does not necessarily indicate by it is going to come into the plant. A shipping notification on the other hand - a confirmed purchase order – is a good indicator of receiving stock on a specified date. It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery.

Back Order Processing Using CO06 and V_V2

What are the difference between CO06 and V_V2 ? Both seem to be backorder rescheduling transactions.

CO06 - Material - Back order Processing (rescheduling program SAPLATP4)

V_RA - SD Document - Backorder Processing (rescheduling program SAPMV75B)

V_V2 - Execute Rescheduling/ Rescheduling Sales and Stock Transfer Documents: by material

The rescheduling program (SDV03V02) behind the V_V2.  

CO06 confirmed qty can't be change   

I want to change the confirmed qty in orders and use tcode CO06, but it prompt " please select a line that can be changed". I selected the blue line ... can someone tell me why the confirmed qty can't be changed, any restrict condition if I want to change it?

Run the report SDRQCR21 for the said material/plant and then check if its confirmation from CO09 goes out or not.

This report is basically is run in case of inconsistency of stock, removal of confirmation of stock and if some stock is blocked under some unwanted processes like old SO's, deliveries, STO's etc then that stock can be released via this report.  

Confirm quantity in schedule line   

I'm using service material in my sales order and I need the schedule line to confirm the quantity always in the actual day (not depending on the delivery date). "Purchase requisition with delivery scheduling" is not checked and still the quantity is not confirmed on the sales order date (todays date). 

What I need is: - Create a sales order with todays date: 29-09-2009 - Schedule line: quantity confirmed on todays date 29-09-2009

But my quantity is confirmed for the next day.  I'm using service material.

To solve your issue:

T. Code: VOV8

Select your Sales Doc. type and Double-Click.

In Tab: Shipping,

Check Box: Immediate Delivery (press F1 to read more about this functionality).

Note: There are few more settings that you may check:   1. T. Code: OVLZ

Field: Pick/pack time wrkdys whether you have maintained any value. It should have been blank.

2. T. Code: VOV8

Check how many days mentioned in Lead time in Days. If it is mentioned any days, remove it.

3. T. Code: OVZ9

Checked the Box: Check without RLT .

4. Check in material master MRP2 view how many days are maintained for the fields In-House production and GR Processing Time.

See The Scope of ATP Check

How to see the scope of ATP check?

When we creat a sales order, we can only confirm the delivery of goods, for the required delivery date if the goods are available for all the necessary processing activities which take place before delivery.   Types of availability check:  There are 3 types of availability checks in sales document processing: 1. Check on the basis of ATP quantities (Available To Promise) 2. Check against Product Allocation 3. Check against planning.   Check on the basis of ATP Quantities   The ATP quantity is calculated from the ware house stock,  The planned inward movements of stocks (purchase orders, planned orders, production orders, etc) and  The planned out ward movements of stock (Sales orders, delivery documents, etc.)   This type of check is performed dynamically for each transaction with or without replenishment lead time (RLT).    RLT :  It is the time that is needed to order or produce the requested material, the system determines the RLT according to specific times maintained in the material master record. Depending on the material type RLT can be calculated according to various time periods.

For ex: In the case of trading goods it is determined according to the planned delivery time, purchase processing time and the goods receipt processing time.  

Availability check including RLT:    Availability is checked up to the end of Replenishment Lead Time. If the material availability data is calculated on the basis of current date to lie after the RLT, item it self can be confirmed despite insufficient stock being available. In this case the system assumes that any quantity requested by the customer can be procured by the material availability date and consider the goods to be available.   Controlling availability check in sales document processing. We need to customize SD Specific settings and General Settings   General Control Features: The following control elements need to be maintained in customizing and in the material master record.   1. Strategy group: The allowed planning strategies i.e. the main strategy and further possible strategies are combined in a strategy group. It is specified in the Material Master Record in MRP3 view.                                                                             Note: In customizing, the strategy groups are assigned to MRP groups depending on the Plant so that the strategy group is automatically proposed in the Material Master.

2. MRP group: The MRP group combines the material from the point of material requirements planning which is specified on the MRP1 view in the Material Master Data.   SD Specific Control Features:    1. Requirements class: It controls all control features for planning and is also specifies whether the availability check is to take place for materials in the SD documents on the basis of ATP quantities and whether the requirements are to be passed on.   SPRO Sales and distribution Basic functions Availability check and transfer of requirements  Availability check Availability check with ATP planning or against planning Define procedure by requirement class   Checking groups:  Checking group controls whether the system is to create individual or collective requirements in sales and shipping process. In addition a material block for the availability check with transfer of requirements can be set here. The checking group can also be used to deactivate the availability check.   SPRO Sales and distribution Basic functions Availability check and transfer of requirements  Availability check Availability check with ATP planning or against planning

Define checking groups   Checking rule: We use the checking rule to control the scope of availability check for each transaction the SD process.   Checking rule in the combination of checking group determines the scope of availability check   Creating checking rule   SPRO Material management Purchasing Purchase order Set up stock transport order Create checking rule   Scope of availability check   SPRO Sales and distribution Basic functions Availability check and transfer of requirements  Availability check Availability check with ATP planning or against planning Carry out control for availability check Go to New Entries and define the scope of check in the combination of checking group and checking rule.   The following elements can be involved in the availability check   STOCKS: []Include safety stocks: Minimum stock at plant/ware house []Stock in transfer []Include quality inspection stock []Include   Inward movement        Out ward movement Purchase orders            Sales requirements Purchase requisitions    Deliveries Planned orders             Release orders etc. Production orders   If we do not check the field [] ‘check without RLT’ the system considers RLT while checking the availability of the material Note: Blocking the material for availability check   SPRO Sales and distribution Basic functions Availability check and transfer of requirements  Availability check Availability check with ATP planning or against planning Define material block for other users   If we check the field Block [] during the availability check of a material the users cannot make changes in the Material Master, cannot

create PO, cannot create sales orders.   Note: During the Material Master creation the system automatically proposes the checking group. Further the following setting is required.   SPRO Sales and distribution Basic functions Availability check and transfer of requirements  Availability check Availability check with ATP planning or against planning Define checking groups default values. We need to assign the checking group to the combination of material type and plant.

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.

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

User Exits on Sales and Distribution

Where to find the User Exits on Sales and Distribution along with functionality?

To see the detail go to SPRO --- Sales and Distribution ---- System Modifications --- User Exits

There you will find all the details by checking IMG Activity Documentation. You will have User exit for - Sales Document Processing.

This IMG step describes additional installation-specific processing in sales document processing. In particular, the required INCLUDES and user exits are described.

Involved program components

System modifications for sales document processing affect different areas. Depending on the modification, you make the changes in the program components provided:

- MV45ATZZ

For entering metadata for sales document processing. User-specific metadata must start with "ZZ".

- MV45AOZZ

For entering additional installation-specific modules for sales document processing which are called up by the screen and run under PBO (Process Before Output) prior to output of the screen. The modules must start with "ZZ".

- MV45AIZZ

For entering additional installation-specific modules for sales document processing. These are called up by the screen and run under PAI (Process After Input) after data input (for example, data validation). The modules must start with "ZZ".

- MV45AFZZ and MV45EFZ1

For entering installation-specific FORM routines and for using user exits, which may be required and can be used if necessary. These program components are called up by the modules in MV45AOZZ or MV45AIZZ.

You will find all User Exits on Sales and Distribution along with functionality.

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.

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.

Hope this helps,

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. 

That should do it. 

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.

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|                                                                      |---------------------------------------------------------------------------Fast Links:

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

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.

*-- Nitin

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. 

Steps Involved In Condition Technique

What are the 8 steps involved in condition technique?

By: Rohit Joshi

It starts with an understanding of the factors that influences the Price. Lets say it depends on Customer and Material. With this understanding now we will start with the Table where we will pass the above parameters. There is a table 5 which already has Customer and Material so we can now copy and rename it or use the same table in our Pricing Procedure.    T Code VOK0   Step 1. Define/Choose your Table (with the requirement parameters that influence the price) Step 2. Define your Access Sequence and include the above Table in your Access Sequence Step 3. Define your Condition Type (There are four Price Types Basic Price, Discount,

Freight and Tax) and include your Access Seq. Its always better to copy the Price Types provided by SAP. Step 4. Now comes your Pricing Procedure where you include include Condition Types and format. Step 5. Now comes Procedure Determination where you specify the Document Pricing Procedure and Customer Pricing Procedure along with Sales Organisation, Distribution Channel. Step 6. Maintain Condition Records for your Condition Types   I guess you can make it 8 Steps by dividing some of the main steps. Few important things to note is following..   1. XD01 - Create Customer - Always ensure that you pick the right Customer Pricing Procedure from here. 2. VA01 - Sales Order - Ensure that you have the right Document Pricing Procedure from here 3. While Creating Access Sequence, check your Fields and ensure that they appear with any warning (Highlighted in Red) 4. Do not forget to mention your Access Sequence while defining your Condition Type 5. Always remember that your Procedure Determination has only Basic Price as Condition Type 6. Do not forget to mention the Range (From To) while creating your Pricing Procedure.    I made most of the mistakes that appear above. Hope it helps.

Sales Order Freight Condition In Header Condition

ERP SAP ==> SD SAP

Common questions: We are using the Freight in Header Condition. I maintained two line items in the Sales Order. So the Header freight is splitting irregularly for two line items (in item conditions) . How it is happening? Any formula is there?

Header Conditions - Automatic pricing does not take header conditions into account; you can not create condition records for them in the standard system. 

Header conditions are entered manually in order processing. R/3 includes the following header conditions: - Percent discount (HA00)  - Absolute discount (HB00)  - Freight (HD00)  - Order value (HM00) 

Header Condition: If this condition is marked as a header condition, it is possible to enter the condition type in the header condition screen. Checks for changing the condition manually are unaffected by this.

Group Condition: Group conditions are helpfull incase of discounts. If group condition is selected then the discount percentage or quantity is applicable for the total sum of the quantity in the PO for those materials belonging to the same material group.  Suppose if two materials of same matl grp have discounts for 100 qty and above but in PO if the two matls are bieng procured for 50 qty then they cant avail discounts but if group condition is selected then the sum of the quantity of both matl of same matl group is considered (50 + 50) and discount can be availed for 100 qty.

Further Group condition: Indicates whether the system calculates the basis for the scale value from more than one item in the document.

The nature of header condition is that whatever value you are giving in sale order / billing, line item wise, it will be distributed proportionately.

If you access V/06 and the header condition type, you can see that the condition type  - does not have any access sequence  - field Group condition is selected 

Normally Freight Header condition like condition type "HD00" is calculated on the basis of weight. This is a Manual condition and you have to enter it in the header screen.  It will be proportionately distributed on each item on the basis of weight.  If you will uncheck the group condition field, the same freight amount will be copied to each item, possibly irrespective of different weight which may not be logical.

That is the standard behaviour of the header condition type.

Based on whether the group condition field is ticked on or off, it will either split the header condition value to the items on pro-rata basis or it will just duplicate the header value to all the items.

What you are experiencing with Fixed Amount Header conditions is standard behaviour. Please see below Notes:  - 876617 FAQ: Header conditions / Header condition screen  - 317112 Behavior of conditions w/ calculation rule B changed  - 485740 Conditions with fixed amount in copy activities 

To achieve what you wish (absolute amount), solution is in the below Notes:  - 84605 Transfer absolute amount condition to billing doc.  - 25020 Value changes during over/underdelivery  - 25144 Freight conditions during milestone billing 

How To Use Condition Exclusion Type In SO

What is meant by condition exclusion for Condition types and records?

Condition Exclusion 

The system can exclude conditions so that they are not taken into account during pricing in sales documents.

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 do this, you must follow two steps:

You must set a condition exclusion indicator for the price. You can do this in two ways: If you want to set the condition exclusion indicator a follows then you specify it:

- for all condition records of a condition type (e.g. with condition type PR00) when defining a condition type in SD Customizing

- for an individual condition record (e.g. only for material 4711) in the detail screen of a condition record (in the Condition exclusion field)

You must set a condition for the discount in the pricing procedure in Customizing for sales. If this condition is set, the discount is not valid if the condition exclusion indicator is set. Condition 2 is available in the standard R/3 System.

The condition exclusion indicator is not valid for condition supplements.

This means that if a condition record contains condition supplements they will be taken into account during pricing.

Condition Exclusion Group – 

In any normal situation there could be more than one condition type in a pricing procedure offering a discount to a customer. Should the discounts be automatically determined, there is the risk that the customer will receive all the relevant discounts and thus purchase the product for a lower price than he should.

By using ‘condition exclusion groups’ you can ensure that the customer does not receive all the discounts, but instead only receives the best of the available discount condition types.

Menu path – IMG - Sales & Distribution - Basic functions – pricing – condition exclusion – condition exclusion for groups of conditions (OV31).

A condition exclusion group is merely a grouping of condition types that are compared to each other during pricing and result in the exclusion of particular condition types within a group or entire groups. It is important to note that the condition types you want the system to compare must exist in the pricing procedure and must have valid condition records created for them.

If for example, a sales order is created using the pricing procedure that the exclusion group is assigned to, you can see that the condition offering the most favorable discount to the customer is represented in the pricing procedure.

For instance, condition type K007 has offered a discount of 10% off the sale price or a real value of $30, while another condition type K005 has offered a real value discount of $10. The system then takes the best discount for the customer between the two, which is K007 and makes the other discount K005 inactive. This can be seen by double clicking on the condition type K005, where you can find a entry saying ‘Inactive A condition exclusion item’.

There are four possible methods of using condition exclusion groups – 

A – best condition between the condition types

B – best condition within the condition types

C – best condition between the two exclusion groups

D – exclusive

E – least favorable within the condition type

F – least favorable within the two exclusion groups

Configuring ‘Condition Exclusion Groups’

First step is to define a ‘condition exclusion group’ by using a four character alpha numeric key.

Next step is to assign the relevant condition types to the exclusion groups such as discount condition types, freight condition types.

After completing the assignment of the condition types to the exclusion group, proceed with assigning the condition exclusion group to the relevant pricing procedure.

After selecting the pricing procedure for which you want the condition exclusion to be active, select the folder ‘Exclusion’ where you can assign the relevant condition exclusion procedure to the relevant condition exclusion group.

When using the condition exclusion group to find the best condition record in a condition type – only use one condition type per exclusion group. The most important thing to remember here is to “deactivate” the Exclusive Indicator on the access sequence assigned to that condition type. Otherwise, the system will merely find the first condition record and stop searching for other records.

Pricing Report & Condition Index   What is difference between pricing report & condition index?

Pricing Report:

A Pricing report basically helps to get the list of all the pricing details which we have maintained in the system. We can get details of all the condition types including the scales. We can get the details as per our requirement i.e., Sales org/Dc/Division/Plant /material etc wise. The selection criteria would be as per the Key combination which you select in the IMG screen

You get following information from pricing report.

1. It informs you about the customer specific price agreements that were made within a certain period 2. From pricing report you can know which condition records exist for freight charges 3. Which condition records exist for customers in a particular region or country

You can create your own pricing reports with V/LA.

Also

V/LD is very useful. This can be customized.  The sales personnel use it to

1. get information for price (discounts) that existed at previous period (Say June 200X)

2. Inform potential buyer about the current price (and discounts)

3. Review price and discounts.

Though all the above T Codes and there are many More standard SAP Reports have very high utility, it is not widely used. Clients prefer customized reports when it comes to pricing reports - all Z programs and Transactions. 

These kind of reports are generally required by the Top Management for periodical review // Finance team for price control // Master data team for record purposes // Process audits by Internal/external agency // Of late, for every SOX audit done in the company...especially the change records for prices.

Condition Index

Condition index is very useful for searching the condition record for a customer. It becomes easier and faster to search for condition records for a customer or material just like it become easier to search a topics in the book with help of index.

You have to mark the "condition index" check box in the condition type and you have to activate the index in customization.

You can set the discount for fast ten orders through "condition update".

First, in your discount condition type(V/06) activate the "condition update" check box.

Second, in the condition record, in additional data put "maximum number of orders" as 10.

You may also create the condition record for discount through VK31. Now go to change(VK32), scroll to the right, you will find a column "N". This is maximum number of order field. Here you can put value 10 and save it.

Now, system will give the discount to the first 10 orders.

What Is Condition Base Value?

Where does the standard condition base value (Default one) is determined for a Condition type?

First check the Material Master UOM Conversion - Additional Data - Units of Measure.

Condition base value is a concept used in pricing procedure and actual term used is alternate condition base value. This is a formula assigned to a condition type in order to promote an alternate base value for the calculation of the value.

If you have to calculate price of a material then you have to have a base value for it. For e.g. 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 value as base value which are derived on some formula. 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.

As per my understanding there is Alternative Condition Base Value, It is a routine which is assigned to the condition type in the pricing procedure.

Go to transaction V/08 here you select pricing procedure then go in to the control data of the pricing procedure here you can find Alter native Condition 

Base Value in the 14th column of the pricing procedure control data.  

What is the difference between: 1. Conditional base value  2. Conditional value. 3. Conditional amount

1. Conditional base value 

When a value is derived for a condition type, based on certain calculation this value is taken as base.

2. Conditional value.

For the number of units ordered depending on the condition amount mentioned this value is derived.

3. Conditional amount

This is nothing but the unit list price what you are mentioning for the line item.  

1) What is the role of alternative calculation type, condition base value, requirement in pricing procedure?

2) Where do we define value for alternative condition base value and alternative calculation type so that system picks up different value, when the value for alternative condition base value and alternative calculation type is mention in pricing procedure?

**Alternative Calculation Type:**

This function allows you use a formula as an alternative in finding the value of the condition type, instead of standard condition technique. this can be used to calculate complex tax structures.

Alternative condition base value

The alternative condition base value is a formula assigned to a condition type in order to promote an alternative base value for the calculation of a value.

Example

An absolute header discount is, for example, distributed in the standard system according to the cumulative value of the items.

If the system distributes the absolute header discount according to volume based on the Alternative formula for condition base value , a header discount of $30 results in the following discounts:

Item Value Volume .

1 $1000 2 cbm 

2 $500 4 cbm 

Stand. disc. Volume disc.(With Formula)

$20 $10

$10 $20

Condition formula for alternative calculation type

Alternative formula to the formula in the standard system that determines a condition.

Requirement

This function is used to assign a requirement to the condition type. This requirement can be used to exclude the system from accessing the condition type and trying to determine the value. This can be used to specify that the condition type should only be accessed if the customer has a low risk credit.

Rounding Off Condition Not Appearing In Sales Order   

In sales order Diff condition type is not coming, when checked in analysis it says requirement 013 is not fulfilled, but in pricing procedure I've assigned the requirement as 013, alt.cal type-16, alt CBV-4.

Please refer to the following documentation for requirement 013:

RE LV61A013

Title

Rounding as per Table T001R

Purpose

This is an example of a pricing requirement. This requirement is met if an entry has been made in the 'Unit to be rounded up to' field in Table T001R. Table T001R stores the rounding rules for company code and currency combinations. This requirement can be assigned to the condition type in the pricing procedure that is used to calculate the difference when rounding. Using this requirement, the difference is only calculated when necessary.

Example

A company has the requirement to carry out rounding for certain company code and currency combinations. This information is stored in Table T001R. In the document pricing procedure, the user has configured the SAP delivered condition type DIFF to calculate the difference when rounding occurs. The user also assigns pricing requirement '13' to the condition type DIFF in the pricing procedure so that the condition is only calculated when a corresponding entry has been maintained in the table T001R.

Please check the customizing table T001R.

or try this go to IMG path --> SAP Netweaver --> General Settings --> Currencies --> Define rounding rules for currencies. Here maintain the rounding unit which will be stored in Table T001R.

then in the t-code ob90 you can maintain that.

Go to v/08 maintain in condition base value 16 routine.

Purpose

This is an example of a condition value formula. This type of formula can be used to influence the value shown for the condition in pricing. A condition value formula is assigned to a condition type or value line in the pricing procedure.

Formula '16' was delivered along with condition type DIFF to support the rounding unit rules that can be defined in T001R for company code / currency combinations. Condition type DIFF was delivered to perform the rounding at the end of the pricing procedure with the total value. Using formula '16', the system computes the rounded value and assigns the difference to the condition type DIFF.

In-17 c.base value

Round according to T001R

Purpose

This is an example of a condition value formula. This type of formula can be used to influence the value shown for the condition in pricing. A condition value formula is assigned to a condition type or value line in the pricing procedure.

Formula '17' was delivered so that a condition value could be rounded off according to the rounding unit rules (e.g. plus 5 or 10 or 100 units) that can be defined in T001R for company code / currency combinations. When formula '17' is assigned to a condition type, the condition value will always be rounded using T001R.  

Where I can do setting of rounding profile for a new created condition type?

1) Create Rounding rule ( Unit of measure rounding rules )

Path : Materials --> SPRO Quantity Optimizing and Allowed --> Order Optimizing --> Purchasing --> Management Unit of Measure Rounding Rules --> Logistics Units of Measure

Here give new rounding rule and % rounding up and down values

2) Create Unit of measure groups

Path : Order Optimizing --> Purchasing --> Materials Management --> SPRO Unit of Measure --> Quantity Optimizing and Allowed Logistics Units of Measure Groups   Create new group for YD and ROL

3) Dynamic rounding profile

Path : Order Optimizing --> Purchasing --> Materials Management --> SPRO Maintain Rounding --> Quantity Optimizing and Allowed Logistics Units of Measure Profile

Here give Rounding profile name and plant and click on Dynamic to create new profile

In next screen give desc. For rounding profile, rounding off method as 2, and rounding rule which you have created.

Assign created Rounding profile in info record also UOM group

Maintain minimum order qty as 1 Rol and Order unit as ROL in Info record

In material master maintain conversion as 1 Rol = 3500 yards

How To Create Field in KOMP, KOMG

New Fields in Pricing   To use a field in pricing, one creates a condition table. This condition table is created using the allowed fields from the field catalog. Should the fields one requires not be included in the list of allowed fields, one can add the fields from the list of available fields. However, one may find that a new field may not be in the list of available fields. For this reason, one must create new fields for pricing. The document and item data in SD is stored in data tables, such as VBAK and VBAP (for the order transaction). Many of the fields from these tables are available in the field catalog.   The field catalog is a structure (KOMG) that consists of two tables (KOMK and KOMP). These tables contain the header and item data for pricing respectively. They are called KOM “x” because they are communications structures used to communicate the transaction data with the pricing procedure. Table KOMG contains the fields of tables KOMK and KOMP.   If you require a field that is not in KOMG, it means that it is not in KOMK or KOMP. This means that the field you require cannot be used in pricing because there is no communication of this field from the transaction to the pricing procedure via the communication structures.   To use a field not defined in the field catalog, you need to add this field to the KOMK or KOMP structures, and then write the ABAP code to transfer the data in the field from the transaction tables to the communication structure. Follow these steps:

1.     Create the field in the KOMK (header data) and KOMP (item data) tables using the standard includes provided for this requirement. 2.     Write the code in the user exit to read the transaction data and transfer it to the KOM “x” structures.

  Menu Path   The menu path here is IMG, Sales and distribution, System modification, Create new fields (using the condition technique), New fields for pricing.   Adding the Field to KOMK and KOMP   This process requires some knowledge of the ABAP dictionary and how to use the ABAP dictionary to create and change fields and tables. You may have to use an ABAP skill to assist you. If the field is from the header table (for example, the order table VBAK), you’ll need to add it to the include table KOMKAZ in table KOMK. If the field is from the item table (for example, the order item table VBAP), you’ll need to add it to the include table KOMPAZ in table KOMP.   Let’s say you need to use the “base material” to define a price and the base material is not in the pricing field catalog. The base material is a field on the material master basic data screen and is defined as MARA-WRKST. Since this relates to the material, it is at the item level, so you would add the field to the KOMPAZ include table. Note       When you add a field to these tables, it must start with “ZZ.” Therefore, the field you add would be ZZWRKST. In ABAP, when you add the field, use the same domain as in the field in the original table MARAWRKST.   After adding the field, generate the structure KOMP. This field is not available in the field catalog and can be used in condition tables.   Writing the ABAP Code   The field in the communications structure will be blank unless the ABAP code transfers the data from the material master to the field KOMPZZWRKST. Pricing occurs in the order and in the invoice, so you need to put this code in both places. For the order transaction, write the ABAP code in user exit USEREXIT_PRICING_PREPARE_TKOMP in include program MV45AFZZ. For the billing transaction, write the ABAP code in user exit USEREXIT_PRICING_PREPARE_TKOMP in RV60AFZZ.

Note :  The TKOMP is for the item level. If you are writing the code for a field at the header level, you would use the user exits that end with TKOMK. The ABAP code would select the Base material field from the material master table using the material from table VBAP/VBRP. It would then transfer this field to the structure TKOMP from MOVE MARAWRKST to TKOMP-ZZWRKST.

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 

Billing Plan Function and Processing

Explain what is Billing Plan.

Billing plan processing includes the following functions:

Automatic creation of billing plan dates  Pricing  Billing block  Billing index  Billing status  Billing rule for milestone billing  Fixed dates in milestone billing  Document flow  Creating with reference  Exchange rate determination Automatic Creation of Billing Plan Dates

In Customizing for Sales, you control how the system automatically creates the schedule of dates in a billing plan. The system determines the schedule of individual dates based on general date information, such as the start and end dates. This general date information is copied either from contract header data or from proposals in the billing plan type.

Pricing

Sales document items are billed as each billing date in the plan becomes due. The system determines the amount to be billed either from the condition records that are applicable to the item or from the values that are explicitly entered in the billing plan for a particular billing date. In milestone billing, for example, you can specify a percentage to be billed or an actual amount.

Billing block

A billing block can be set for each date in a billing plan. The block prevents processing for a particular billing date but does not necessarily affect any of the other dates in the plan. In milestone billing, the system automatically sets a billing block for each billing date. This block remains in effect until the project system reports back that the milestone in the corresponding network has been successfully completed. At this point the system removes the block.

Billing index

For every billing date in a plan, the system creates and updates a billing index. If a billing date is blocked for billing, the system copies this information into the index.

Billing status

The system assigns a billing status to each billing date in the plan. The status indicates to what extent the billing has been processed for that particular date. After billing has been carried out successfully, the billing status is automatically set to ‘C’. This prevents a billed date from being billed again.

Billing Rule for Milestone Billing

For every date in the milestone billing plan, you can specify a billing rule. The rule determines how the billing amount for the particular date is calculated. For example, you can specify whether the billing amount is a percentage of the total amount or whether it is a fixed amount. 

In addition, you can specify that the amount to be billed is a final settlement that takes into account billing that has not yet been processed. For example, price changes may take place after billing dates in the plan have already been processed. The price differences can be taken into account during final settlement.

Final settlement is not automatically proposed in the billing plan by the system; you must enter it manually during processing.

Fixed dates in milestone billing

You can control for each date in a billing plan, whether the date is fixed or whether the system copies the date from the planned or actual milestone dates in a project.

Document flow

After a particular date in a billing plan is processed for billing, the system updates the document flow for the corresponding sales document item. 

The document flow for the sales document displays the following data:  

Creation date  Billing date  Billed value

Creating with reference

When you define a billing plan type in Customizing for Sales, you can enter the number of an existing billing plan to serve as a reference during subsequent billing plan creation.

During sales order processing for items that require billing plans, the system automatically proposes the reference plan and, if necessary, re-determines the billing dates (based on the current date rules) for inclusion in the new billing plan.

Exchange rate determination

In the billing plan with partial billing, you can store a certain exchange rate for each date. The amount billed is the amount determined after using this exchange rate to convert from the local currency into the document currency.

An exchange rate can also be stored at item level for the sales document (field: Exchange rate for FI on the Billing tab page. This fixed rate is valid for all dates in the item billing plan for which no rate is specified in the billing plan. If an exchange rate is entered both for the date in the billing plan and at item level in the exchange rate field, then the system uses the rate specified for the date during billing.

If no exchange rate is entered for the the date or at item level, then the system uses the exchange rate used for invoice creation and it is forwarded to FI.

When using a header billing plan, all billing plans linked to this header billing plan are automatically updated. If, for example, you enter an exchange rate manually for the first date in the header billing plan, this is automatically copied to the corresponding dates for the item billing plans. 

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. 

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

Document Not Relevant For Billing

How to resolve "Document not relevant for billing" error message?

Check the detailed error log in VF01 screen. We may get more information on error.

Then, check have you completed the PGI for the delivery document or not.

Next, go to that Item Category functionality VOV7 and find if it is order or delivery related billing.

And after that go and check in the particular Sales order document type whether billing document types are maintained in the sales document or not.

If every thing is correct go and find with copy controls

If it order related, go VTFA If it Delivery related, go VTFL and check in your document type combination is maintained or not, if they are maintained item category is available or not.

After delivery while creating billing document system showing error that no billing document is generated for material no 395.  So how I can solve this issue.

Check if Item Category is checked for Billing or not.

Normal Sales Order Cycle:-

Step 1: Sales Document Type IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header: 1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team. 3. Assign Sales Area To Sales Document Types:  A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error. B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item: *1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New. *2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line: 1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New. 2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2: IMG > Logistic Execution > Shipping > Deliveries >  *1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New. *2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New. *3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3:  IMG > Sales and Distribution > Billing > 1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New. 2. Define Number Range For Billing Documents: Ensure to maintain number range. 3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

Note: Ensure that Copy Control settings are done Sales Order to Sales Order (QT --> OR): VTAA Sales Order to Delivery (OR --> LF): VTLA Sales Order to Billing (OR --> F1): VTFA Delivery to Billing(LF --> F2): VTFL Billing to Sales Order (F2 --> RE): VTAF

The configuration differs from scenario to scenario & requirement of the client.

Procedure To Cancel Billing Documents

ERP SAP ==> SD SAP

Tickets from users: After the following process: Sales Order --> Outbound Delivery (Goods issue) --> Billing, what happens if there is a cancellation? How to perform cancellation for this process: Billing --> Goods receipt --> Sales Order ? (Is this the correct reversal to perform in order for cancellation?)

After performing the process Sales Order --> Outbound Delivery (Goods issue) --> Billing, the billing document will be passed on to the FI consultants. But if there is a cancellation then, this billing doc. which will have a accounting document also that will also get cancelled.  In the FI customer open line items. 

Cancellation of billing - VF11

Cancellation of delivery - VL09

Then go to VL02N and remove the picking qty and make it blank then 

Goto VA02 and cancel the order. 

You can delete the Sales Order if transaction have been done:

In VA02 , just enter into the sales order goto menu path -> Files-> Cancel or delete option will be there will be there.

After deletion / cancellation of that sales order that order doesn't exist in the database. 

For example , if your sales order number is 1055 and you have deleted or cancelled that sales order, then that sales order number doesn't exist in the database and you cant create another sales order with the same order number 1055. When you create another sales order the number will skip to the next one i.e, 1056. 

You can only reject the Sales order if there are existing transations:

1. First you need to cancel the billing document using T-code VF11, so it will reverse all the updated accounting entries.

2. Now you need to cancel the Post goods Issue using VL09, once it is reversed, the delete the delivery using VL02N.

3. Once the delivery is deleted, the sales order will be open. Now put a reason for rejection in the line item/s, and reject the order, the order will get closed. It is not advicable delete a sales order.

Match Billing Cancel Document

How to find out the link between the original and cancelled billing documents?

Goto to tcode SE16

Table: VBRK

Field: VBRK-ZUONR - Assignment (this field link the original and cancelled billing documents)

Cancel billing documents must be successfuly released to accounting.  Usually it failed when user tried to cancelled current period with previous date.

Schedule VF04 For Individual Billing Run

SAP Functional ==> SD In SAP

How to schedule billing to be run automatically?

You can create individual Billing documents in VF04, with out any saving of each and every billing document.

Select all the deliveries which you want to create billing documents, using Cntr Button, and click on individual billing. Then all the deliveries will go for billing individually in a single run. And you can also see all the billing documents numbers, which are created. No need to select single delivery each time.

If you want to do a batch job for billing, proceed for the following process

1. goto VF04, in the selection screen Delivery document range, for which you want to create billing documents e.g., in SD Document field, give delivery 1 to 10.

2.Now Click on GOTO -> Variant -> Save as Variant, then it will take you to another screen, give the variant name, e.g., test, and save it.

3. goto SM36, this is used to do batch job, if you dont know any thing also, you can do the entire process, using JOB WIZARD, click on Job Wizard which is on the screen.

4. It will take you to different steps, just you need to give your variant name, (in job name field) (in the first screen) the continue for further steps, In the ABAP Progamme Name give SDBILLDL, (this is the programme used to create billing documents) continue to give the specified time which you want to run this batch job, like immediate, after an hour, or a specific day like so.

5. Continue further to complete the task, now you batch job will run at a specified time which you mentioned, if you mentioned as immediately, then once you comple this process, your vairant will run, and billing documents will be created.

6. Plese ensure that all the deliveries are perfect, meaning there is no billing block or any thing.

You can check the status of your batch job using t. code SM37.  

Difference between the RSNAST00 and SDBILLDL program.

RSNAST00 is a program which is related to output related activities. Using this program, we can schedule the creation of outputs (PDFs, email etc) in total for any document created in any of the applications. The details are read and stored in the database table NAST. The same program is customised for each applications using programs like SD70AV1A which are also used for the same purpose but only for sales orders.

SDBILLDL is the program for Billing due list. This program finds out all the orders or deliveries or both which are due for billing and it will trigger the billing creation. It reads tables like VBAK, VBAP, VBUK, VBUP, LIKP, LIPS etc and the created billing documents are stored in tables VBRK, VBRP.

Explain The Concept of Resource Related Billing

Please explain to me the concept of resource related billing and its different between periodic and milestone.  In what kind of business scenario do we use it? and what are the settings required to use it?

Periodic billing is used when you want to bill the customer at different points of time based on the periodicity or progress of the work. 

Milestone billing can be used for this type of billing purposes when you want to have billing control from the project.

Resource billing is based on the resource consumption for the particular activities. Dynamic Item Processor (DIP) profile is used for the resource related billing.

Steps to be followed:

1) Configure DIP Profile (T.code ODP1)

2) Specify the usage -  (i) Billing & Result Analysis (RRB) (ii) Request Quotation (Sales Pricing)

3) Specify -  (i) Sales Document Type (PS2) (ii) SD Doc Type CMR 

4) In Sales Order Type --> Sales Order Category - "L" (Debit Memo Request)

5) Document Pricing Procedure --> PS (Customer Project)

6) Select the billing usage and click on characteristics. eg--> Activity Type

7) Then define sources. Select "Actual Cost" as we use actual cost for RRB. Define%

8) Sources --> Selection Criteria: This would display all characteristics. Now in Activity Type --> Mention the activity type

9) If more activity type are being used then create set of activity type using T.code GS01

10) Material Determination --> Initially create material with "Material Type = Service"

11) The service material should be mentioned in the material determination

12) Criteria -- In criteria allocate the activity type for the specific material. (We can also use cost element, cost center, which we have defined in characteristics)

13) Create Project (T.code CJ20N)

14) Create Sales Order (T.code VA01)

15) Book CATS 

16) Execute DP91 to view Sales Pricing  

Common Errors: AD01-155: Error during material determination for sales document item. Material Origin field was not checked in the Costing tab of the material master. IX-057: No cost management is provided for sales document (contract) item. This is usually because there is no requirements type assigned to the contract item (see procurement tab). No material appears in DMR/CMR. In the material master costing view, set the "Material Origin" checkbox (see OSS note 174382) No expenditure item found.

Go back to the service order and check there are actual costs 

Check your DIP Profile; specifically the sources section to ensure you are not filtering out any dynamic items.

CO Configuration:

KL03: Check activity type validity dates

KA03: Check cost element validity dates

KA03: For labour, check cost element category is 43

KA03: Check if Record qty flag is set on Indicators tab

KA03: Check cost element assigned to your controlling area

KP26: Check that activity type is linked to cost centre

KP26: Check that there is a rate for the activity type/cost centre 

KP26: Check are you using the correct version

Cancelled Billing Document Has No Accounting Document 

Real SD Support Question: I have cancelled a billing document through vf11. That means the cancellation billing document did not generate accounting document. Where to checked?

When you cancel a billing document, you are actually creating a cancellation document. The cancellation document copies data from the billing document and transfers an offsetting entry to the accounting department.

So once you cancel the billing document it will create one cancellation Document and one reversal Accounting Document.

There is no need to cancel Accounting document which is created after cancel a billing document.

Lets handle it phase by phase.

First Scenario

Your accounting document not generated,

1. VF02 Mode Click “Release to Accounting" the Accounting documents not generated.

2. If yes, then OK Else

3. Check Whether you have assigned Accounting keys to the relevant condition types.

4. Check Account assignment Procedure VKOA and check G/L account has been assigned.

5. If error found correct it Else

6. Check with FI Consultant whether Accounting entries has been posted with reference to customer and Invoice.

Second Scenario

If accounting documents gets generated and you use VF11 to Cancel the invoice, then automatically the posting document gets reversed and separate number will be assigned for those documents. This you can see in the document flow. Check with FI Consultant.

Please Check this :

SPRO--->Sales and Distribution-->Billing Documents-->Define Billing Types

Select Billing type S1.

Then check Posting Block, it should be unchecked.

Check whether for the S1 billing document type Posting block has been checked or not. If it has been checked then uncheck it and secondly also check in the F2 billing document type whether S1 cancellation billing document type has been assigned or not. 

Finally check whether the billing document which you were cancelling that billing document generated accounting document or not.  If it has not generated the accounting document then check the settings in OBA7 

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)

Tips by Ch.Y.Rajasekahar

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.

What Is Credit Exposure

What do you mean by credit exposure?

They are the transactions with a customer that are relevant for credit limits on a specified date.

The credit exposure is updated based on the update algorithm assigned to the credit control area. 

000012 - updated at Sales Order  000015 - updated at Delivery  000018 - updated at Billing 

To look at only Receivables for a customer look in FD32. If you have bad data run the reorganization program through SE38. 

Check Note 425523 - Collection of consulting notes: Credit update and related.

Surely you must run report RVKRED77 (Note 400311 - RVKRED77: Reorganization credit data, new documentation and related will help you).

1. How is credit exposure calculated (seen in FD32)?

It’s simple summation of Receivables + Special liabilities (like down payments, advance) + Sales value

2. If Update=000012 in CCAr then on creating Sales Order, the exposure increases by SO value. But if update=000015, then also on creating Sales Order, the exposure increases by SO value. Is this correct?

I think in case of 000015 Open sales order values should not be considered.

3. What role exposure play in the credit management process. I mean does the system match the value of credit exposure with credit limit to find that it is exceeded or it does it differently?

Credit exposure is in fact the main player. In credit management if the customer’s credit limit is 10000 and credit exposure is 9900 then customer can only be able to buy now worth of 100 only. It’s the credit exposure which should not crossed over the credit limit.

For reporting purpose, where we can get customer credit exposure which showing in FD32.

Go to t.code F.31 for an overview of the credit exposure, and also you can use s_ALR_8701212218 to overview the credit exposure.

SAP SD CIN Configuration

By Shesagiri 

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 orders.

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 

Customer Returns and Replacement Orders  What processes are involved with Customer Returns? How do we

create a replacement order, and what should we do if a replacement is not issued?

A return is a sales document used in complaints processing for when a customer sends goods back. 

You enter a return in the system if the customer returns damaged goods, or goods that had been delivered for sale on approval. The return causes the system to: Register the receipt of goods using a returns delivery, and post the goods to stock (for example, blocked stock). 

Create a credit memo, once you have checked the goods and approved the complaint. A return is another type of sales document like a standard order.

The return triggers the following functions: 

- Delivery (returns delivery)  - Billing (for creating a credit memo) 

When you create a return based on a complaint, you: Post the goods to your warehouse for checking And then, implement one of the following activities: 

- Approve the complaint and create a credit memo  - Approve the complaint, and implement a free of charge subsequent delivery based on the return  - Reject the complaint 

PGI (Post Goods Issue) may be cancelled by Transaction code VL09. The accounting document is just the reverse of the original PGI document. 

In my company, we use project stock (movement type 601 Q for PGI). VL09 creates the movement type 602 Q. But rather than VL09, the generally accepted method in my company for the reverse items is to use the movement type 653, "back to the to the storage location." The accounting document takes the cost "from" the project and moves it back "to" the storage location. 

The movement types are entered in the schedule lines in customizing, which are then assigned to the item categories. However, in this process, "no invoice" takes place. If you have a delivery related invoice, it should be cancelled beforehand. 

If you do not give replacement, the Customer Account needs to be credited. 

Please do not forget to create a Billing document (Formally Return Credit Memo) with reference to return delivery. It is very important in order to close the cycle. If you do not create a return credit memo, your delivery will keep appearing in the "Billing Due" list and with status "Being processed". When you create a return order type RE, the billing type is picked up as RE (Return Credit Memo) automatically. 

When you are creating a replacement, you can create a replacement order, delivery, and billing. To create the replacement order, you can define an order type by copying from order type OR. In the copy control, you can define the relevant item categories from RE to OR. You can make reference Mandatory for this order type. The delivery type for this replacement order type will be LF and billing type F2. 

Customer Returns and Replacement Orders  What processes are involved with Customer Returns? How do we

create a replacement order, and what should we do if a replacement is not issued?

A return is a sales document used in complaints processing for when a customer sends goods back. 

You enter a return in the system if the customer returns damaged goods, or goods that had been delivered for sale on approval. The return causes the system to: Register the receipt of goods using a returns delivery, and post the goods to stock (for example, blocked stock). 

Create a credit memo, once you have checked the goods and approved the complaint. A return is another type of sales document like a standard order.

The return triggers the following functions: 

- Delivery (returns delivery)  - Billing (for creating a credit memo) 

When you create a return based on a complaint, you: Post the goods to your warehouse for checking And then, implement one of the following activities: 

- Approve the complaint and create a credit memo  - Approve the complaint, and implement a free of charge subsequent delivery based on the return  - Reject the complaint 

PGI (Post Goods Issue) may be cancelled by Transaction code VL09. The accounting document is just the reverse of the original PGI document. 

In my company, we use project stock (movement type 601 Q for PGI). VL09 creates the movement type 602 Q. But rather than VL09, the generally accepted method in my company for the reverse items is to use the movement type 653, "back to the to the storage location." The accounting document takes the cost "from" the project and moves it back "to" the storage location. 

The movement types are entered in the schedule lines in customizing, which are then assigned to the item categories. However, in this process, "no invoice" takes place. If you have a delivery related invoice, it should be cancelled beforehand. 

If you do not give replacement, the Customer Account needs to be credited. 

Please do not forget to create a Billing document (Formally Return Credit Memo) with reference to return delivery. It is very important in order to close the cycle. If you do not create a return credit memo, your delivery will keep appearing in the "Billing Due" list and with status "Being processed". When you create a return order type RE, the billing type is picked up as RE (Return Credit Memo) automatically. 

When you are creating a replacement, you can create a replacement order, delivery, and billing. To create the replacement order, you can define an order type by copying from order type OR. In the copy control, you can define the relevant item categories from RE to OR. You can make reference Mandatory for this order type. The delivery type for this replacement order type will be LF and billing type F2. 

Customizing 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.

Basic SD Questions On Product Hierarchies

What is the significance of product hierarchy?

Alphanumeric character string for grouping materials by combining various characteristics. The product hierarchy is used for evaluation and pricing purposes.

A product hierarchy is an alphanumeric character string which consists of 18 characters at the most. Product hierarchy thus define the product and its composition.

To take an example, a product hierarchy could be 00010002000300040005. The first four characters 0001 could indicate that the product is a car. The next four characters could indicate 0002 the plant in which the car has been manufactured. The third set of characters could indicate the color of the car. The next set may determine its engine capacity and so on. Thus, the product hierarchy helps in defining the product composition.

Product hierarchy is defined in tcode v/76 according to levels.

Then it is added as a user defined characteristic in tcode KES1.

It is used for sales reporting functionality based on the product hierarchy. It is used for profitability analysis reporting.  

Different material codes can have same product hierarchy (assigned to material master in basic data view).

When a sales cycle happen then after billing document a PA (profitability analysis) document is created in which product hierarchy is populated and used in CO-PA reporting.

  Explain the use of product hierarchy and the step by step procedure to define and use it?

Product Hierarchy is used for Profitability analysis. You can have maximum of three level in SAP for a product.

You have to give the product hierarchy in Material master Sales- Sales Org -2 view. You can define the product hierarchy in IMG settings from the following path

Customizing is to be made in:

IMG -- Logistics General --> Material Master --> Settings for Key Fields --> Data Relevant to Sales and Distribution --> Define Product Hierarchies -->  Maintain Product Hierarchy

Product hierarchies can be created using code OVSV.  A product hierarchy is assigned to the material master record.  The hierarchy is broken down into specific levels, each level containing its own characteristics.

A product hierarchy is recorded by the sequence of digits within a hierarchy number. The hierarchy number can have a maximum of 18 digits with a maximum number of nine levels.

Thus by assigning the hierarchy number to the material, one can determine a classification of the material.  This hierarchy can be used in pricing with each level being used as field in the condition technique.

It’s like if you are having category CAR. In that many cars come into picture. 

CAR>>MARUTI>>SX4, Swift, zen, alto. 

B>> 01 >>01

Then from above example B0101 is the hierarchy for SX4. 

So in that hierarchy many cars come, like variants and all the things. 

In this way you can take e.g. of wood products also.

It shows the next level of the product. How many levels that product are having. 

How To Configure Product Hierarchy

Product Hierarchy:

Product hierarchies are the domain of materials management. A product hierarchy is assigned to the material master record. This hierarchy is broken down into specific levels, each level containing its own characteristics. A product hierarchy is recorded by the sequence of digits within a hierarchy number. This hierarchy number may have a maximum of 18 digits with a maximum of 9 levels. The custom Product hierarchies can be maintained in V/76.

Product Hierarchy Number of chars at Various level:

In the standard system, the product hierarchy consists of up to 3 levels. The first and second levels have 5 digits and the third level has 8. The maximum number of digits is 18 and the maximum number of levels is 9.

You can define hierarchy nodes at the individual levels of the product hierarchy.

The product hierarchy can be structured via DDIC structure PRODHS. In the standard system, a product hierarchy can be created with up to three levels. The individual levels can contain the following number of digits:

Level number of allowed digits: 1 5 2 5 3 8

This can be changed as of Release 3.0, where it is possible to extend the maximum number of levels to 9.

If you want to change the standard setting of PRODHS, e.g. you want to change the number of levels, proceed as follows:

1. Create an appropriate domain in the Data Dictionary (type CHAR with the required length).

2. Assign these domains to the standard data elements PRODH1, PRODH2, ..., PRODH9.

Please note that you should use these standard data elements.

3. Change the structure PRODHS by creating or deleting fields with reference to the data elements.

Choose ZZPRODHN as field name, where n is the position of the field in the structure PRODHS.

You want to change the structure of the product hierarchy from 5/5/8 digits to 5/5/5/3. Proceed as follows:

Create the following domains:

ZPRODH3 with length 5, category CHAR,

ZPRODH4 with length 3, category CHAR,

Change structure PRODHS:

Structure PRODHS in the standard system:

Structure Fields Data element Category Length

PRODHS ->

PRODH1 PRODH1 CHAR 5

PRODH2 PRODH2 CHAR 5

PRODH3 PRODH3 CHAR 8

Changes according to example:

Structure Fields Data element Category Length

PRODHS ->

PRODH1 PRODH1 CHAR 5

PRODH2 PRODH2 CHAR 5

PRODH3 PRODH3 CHAR 5

ZZPRODH4 PRODH4 CHAR 3

Please take help of ABAPER in extending the levels of Product hierarchy.

Configure for Product hierarchy at : SPRO-> IMG-> Logistics - General-> Material Master-> Settings for Key Fields-> Data Relevant to Sales and Distribution-> Define Product Hierarchies

Implement 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).

Sending a billing document by e-mail

First, your SAP system must be configure by the basis people in order for you to send an external mail. 

Whether it can send pdf or other file format will depends on the Mail Server you are using.

The basis people must also maintain the conversion parameters so that SAP knows how to convert the billing documents to be send as a pdf file or other desired format specified by your company.

Finally, you have define the IMG in Maintain Output Determination for Billing Documents (Output type MAIL) 

SAP Customizing Picking Output

From Release 4.5A, the system does no longer display the actions for SD picking in the implementation guide.

If you want to use the picking list according to the "old" procedure,  you can maintain the list as follows:

 o  Carry out Transaction V/38 to maintain the output types.

 o  Carry out Transaction OVLT to assign the picking list types to the      shipping points.

 o  Carry out Transaction V/53 to assign the picking lists to own      forms and programs.

Program for Sales Order by Customer, Date, Sales

Sales Order by Organisation, Customer - To create the Sales Order by More no of Date's

User's can easily take the Report from this by selecting Different kinds like Customer Specific [And/Or] Sales Organisation Specific [And/Or] duration of date but Here Date is Mandatory Fields user must have to give date as a selection criteria

In Second level this report will interact with user where they can select date to see the full Details of Sales Order Selection - Sales Organisation - Date - Customer this will be usefull when Selecting the Checkbox Standard Variants - Output - Sales Order

Example Date              SalesOrderNo   Material   Amount  Currency 10.01.2007   8530                  732         1000       INR

*&---------------------------------------------------------------------**& Report  ZCHE_SALES_ORDER                                            *&--------Done by V.Chellavelu on 11.01.2007 --------------------------*

REPORT  zche_sales_order                        .

****************************Declarations********************************TABLES: vbkd,vepvg.",vbak,vbap,vbpa,vakpa, vapma.

DATA: BEGIN OF sal OCCURS 0,      ch TYPE checkbox,      vbeln LIKE vbak-vbeln, " sales document      netwr LIKE vbak-netwr, "Net Value of the SalesOrder      matnr LIKE vbap-matnr, "material no.      waerk LIKE vbak-waerk, "curr.      dat   LIKE vbak-erdat, "date.      END OF sal.DATA: newsal LIKE sal OCCURS 0 WITH HEADER LINE.

DATA: amount LIKE vbak-netwr, date2(15),date3(8),date4(1),      date5(2),date6(2).

DATA: lin LIKE sy-curow VALUE 1,"Screens, vertical cursor position at                                 "PAI available in SYST struc.      checkbox        TYPE c               ,

      dat LIKE vbak-erdat.

*******************Selection**Screen**Design****************************SELECTION-SCREEN BEGIN OF BLOCK blk1 WITH FRAME TITLE text-001.PARAMETERS: vkorg LIKE vepvg-vkorg,            vtweg LIKE vepvg-vtweg,            spart LIKE vepvg-spart.SELECT-OPTIONS date FOR vbkd-bstdk DEFAULT sy-datum TO sy-datum                                            OBLIGATORY.SELECTION-SCREEN END OF BLOCK blk1.

SELECTION-SCREEN BEGIN OF BLOCK blk2 WITH FRAME TITLE text-002.SELECTION-SCREEN BEGIN OF LINE.SELECTION-SCREEN POSITION 10.PARAMETERS: chk1 AS CHECKBOX.SELECTION-SCREEN POSITION 20.PARAMETERS: kunnr1 LIKE vbpa-kunnr.SELECTION-SCREEN END OF LINE.SELECTION-SCREEN END OF BLOCK blk2.

********************First**Level**Operation*****************************IF chk1 <> 'X'.  IF vkorg <> ''.    PERFORM organisation.  ELSE.    PERFORM organisation_else.  ENDIF.

ELSE.  IF vkorg <> ''.    PERFORM cus_orga.  ELSE.    PERFORM cus_orga_else.  ENDIF.ENDIF.

* Displaying the contents which is selected from table by*  -selection conditionsSORT sal BY dat.

LOOP AT sal.  ON CHANGE OF sal-dat.*    FORMAT HOTSPOT ON.    IF sy-tabix = 1.      WRITE: sy-vline, sal-ch AS CHECKBOX,sal-dat .      CLEAR amount.    ELSE.      WRITE:sy-vline, amount,/ sy-vline, sal-ch AS CHECKBOX,sal-dat.      CLEAR amount.    ENDIF.  ENDON.  amount = amount + sal-netwr.  AT LAST.    WRITE:sy-vline, amount.    ULINE.    SUM.

*    FORMAT HOTSPOT OFF.    FORMAT COLOR = 3.    WRITE:/ ' Total Amount:', sal-netwr UNDER amount.  ENDAT.ENDLOOP.

**********************Interaction with report**************************

SET PF-STATUS 'BANU'. " To create Application ToolBar for Display Button*                          To verify Double click on BANU

AT USER-COMMAND. " This will execute after pressing Display Button  CASE sy-ucomm.    WHEN 'DISP'.    free newsal.      DO.        READ LINE lin FIELD VALUE sal-ch INTO checkbox.        IF sy-subrc NE 0. EXIT. ENDIF.        IF checkbox = 'X'.          PERFORM datecon.          PERFORM process.        ENDIF.        lin = lin + 1.      ENDDO.      PERFORM selection.  ENDCASE.

************************ SUB ROUTINE Area *******************************This Process SubRoutine will assign the values from current*   -InternalTable (sal) into other IT(newsal), by date which is*         - selected by CheckBoxFORM process.  LOOP AT sal WHERE dat = dat.    newsal-ch    = 'X'.    newsal-vbeln = sal-vbeln.    newsal-netwr = sal-netwr.    newsal-matnr = sal-matnr.    newsal-waerk = sal-waerk.    newsal-dat   = sal-dat.    APPEND newsal.  ENDLOOP.ENDFORM.                    "process

*&---------This will display the values for selected dates from new --**---------------------internal Table (newsal)-------------------------**&      Form  SELECTION*&--------------------------------------------------------------------**---------------------------------------------------------------------*FORM selection.  ULINE.  FORMAT COLOR = 1.  WRITE:sy-vline,'Date',AT 14 sy-vline, 'Order NO', AT 27 sy-vline,'Order Material', AT 48 sy-vline,'Order Value(AMT) Currency  '.  FORMAT COLOR OFF.  ULINE.

  LOOP AT newsal.    ON CHANGE OF newsal-dat.      IF sy-tabix <> 1.        WRITE:/ sy-vline, AT 14 sy-vline,AT 27 sy-vline,AT 48 sy-vline.    WRITE:/ sy-vline,newsal-dat,sy-vline,AT 27 sy-vline,AT 48 sy-vline.      ELSE.     WRITE: sy-vline,newsal-dat,sy-vline,AT 27 sy-vline,AT 48 sy-vline.      ENDIF.    ENDON.    WRITE:/ sy-vline, AT 14 sy-vline,newsal-vbeln,sy-vline,      newsal-matnr, sy-vline, newsal-netwr, newsal-waerk.

    AT LAST.      SUM.      ULINE.  FORMAT COLOR = 3.      WRITE:/ sy-vline, AT 15 'Total Amount for selected month:',                    newsal-netwr UNDER newsal-netwr.      FORMAT COLOR OFF.      ULINE.    ENDAT.  ENDLOOP.  lin = 1.  FREE newsal.ENDFORM.                    "SELECTION

* This Date convertion is must for pick the particular Date from the*    -displayed line, and here we are reversing the Date like YYYY/MM/DD*  -because to Check or assign the date we need to give in reverse order

*&--------------------------------------------------------------------**&      Form  DATECON*&--------------------------------------------------------------------**       text*---------------------------------------------------------------------*FORM datecon.  date2 = sy-lisel(17).  SHIFT date2 LEFT BY 4 PLACES.  WHILE date2 <> ''.    SHIFT date2 RIGHT.    date4 = date2+11.    IF date4 <> '.'.      CONCATENATE date4 date3 INTO date3.    ENDIF.  ENDWHILE.  date5 = date3(2).  date6 = date3+2.  date3 = date3+4.  CONCATENATE date3 date6 date5 INTO date3.  dat = date3.*  SORT dat BY dat.*  DELETE ADJACENT DUPLICATES FROM dat COMPARING dat.ENDFORM.                    "DATECON

* Here we are doing different kinds of selections by the EndUser's 

needs

*&---------When user selectiong an Sales Organisation-----------------**&      Form  ORGANISATION*&--------------------------------------------------------------------**       text*---------------------------------------------------------------------*FORM organisation.  SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN      vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ONf~vbeln = p~vbeln WHERE  p~audat IN date AND p~vkorg = vkorg.    APPEND sal.  ENDSELECT.ENDFORM.                    "ORGANISATION

*&---------Without Sales Organisation i.e All Organisation------------**&      Form  ORGANISATION_ELSE*&--------------------------------------------------------------------**       text*---------------------------------------------------------------------*FORM organisation_else.  SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN    vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON    f~vbeln = p~vbeln WHERE  p~audat IN date.

    APPEND sal.  ENDSELECT.ENDFORM.                    "ORGANISATION_ELSE

*&------------When Selecting Customer by choosing CheckBox------------**&      Form  CUS_ORGA*&--------------------------------------------------------------------**       text*---------------------------------------------------------------------*FORM cus_orga.  SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN        vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON       f~vbeln = p~vbeln WHERE p~audat IN date AND p~vkorg = vkorg AND       p~kunnr = kunnr1.

    APPEND sal.  ENDSELECT.ENDFORM.                    "CUS_ORGA

*&------------Without Customer by without choosing CheckBox-----------**&      Form  CUS_ORGA_ELSE*&--------------------------------------------------------------------**       text*---------------------------------------------------------------------*FORM cus_orga_else.  SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN    vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON

f~vbeln = p~vbeln WHERE p~audat IN date AND p~kunnr = kunnr1.

    APPEND sal.  ENDSELECT.

How To Maintain Output Types in SD

ERP SAP ==> SD SAP

When I am creating a bill and saving it and then giving issue output to and then header preview, the system does not respond.  Should I maintain condition records?  Where and how to maintain?

For getting any output either by print, Fax, or any media you have to do output determination. output determination is also carried by Condition techniques. The detail procedure for Output Determination is :

OutPut Determintaion :

Output is a form of media from your business to one of its business partners or it can be within the organization. The output can be sent to any of the partners defined in the document. Outputs are usually in the form of Order Confirmations, Freight List, Delivery Notes, Invoices & Shipping Notifications. Determining form of output is output determination.

Types of Output:

Print Output, Fax, Telex, E-Mail & EDI (Electronic Data Interchange)

--> PRINT OUTPUT:

Configuration path: ( following are the steps)

1) SPRO-> IMG-> Basic Functions-> Output Control-> Output Determination-> Output Determination using Condition Technique- >Output Determination for Sales Documents (or you can use output determination for billing documents depending on your requirement).

2) Create Condition Table: select the field Sales Doc Type from field catalog & Save

3) Maintain Access Sequence: 4-digits code & description.

4) Assign condition table to access sequence. Select Accesses line item and Go To Fields. Fields will display the fields we have selected in the condition table i.e. sales doc type.

Maintain Output Types:

AF00: Inquiry

AN00: Quotation

BA00: Order Confirmation

LD00: Delivery

RD00: Invoice

Select BA00 & Copy & Rename. Give the same 4-digit code as given to access sequence.

You Can Maintain:

Languages of Output

Partners (to whom you need to send output)

Print Program- print specification

Sap Script- layout

Assign Output Types to Partner Functions: go to new entries & assign your output type to partner functions.

Maintain Output Determination Procedure: V10000 (Standard Procedure). Go to new entries and create your own 6-digit code with description. Select the procedure, go to Control Data. Here mention the output type i.e. condition type and leave requirement and manual only columns as blank.

Determination Rule: link the 6-digit procedure code to doc types.

Create Condition Records: VV11. Select document type and click on Communication. Mention partner function, medium, time. Output device: LP01, Spool request Name: SD_003, Suffix 2: order_confir & flag on print immediately.

Once you press enter you will come across 2 key combinations:

Sales organisation/ Customer Number: fill SO, Customer No, Partner Function Abbreviation, Partner to whom the output should be sent, time, medium, language.

It contains: Sales Orgnisation, Customer, Partner Function (The abbreviated form of the name that identifies the Partner) (During output determination, the system determines the recipient of the output from the master record for the specified partner function. In this

field, you can explicitly specify a recipient that will override the standard partner. There must also be a master record for the partner that is specified explicitly.), Medium, Time & Language.}

Order Type: Document Type, Partner Function (abbreviation), Partner, Medium, Time & Language.

Path For Output Determination For Sales Documents: Logistics -> Sales/distribution -> Master data -> Output -> Sales Document -> Create (t-code VV11)

Path for Output Determination for Delivery Documents : Logistics -> Sales/distribution -> Master data -> Output -> shipping -> Create ( t-ode VV21)

Path for Output Determination for Billing Documents : Logistics -> Sales/distribution -> Master data -> Output -> Billing Document -> Create ( t- code VV31) 

Printing Block For Credit Block SO

Can we get the print if the order /delivery is blocked after static credit limit check?

Please follow the below path:

IMG - Logistics Execution - Shipping - Deliveries - Define Reasons for Blocking in Shipping - Execute

- Define Reasons for Blocking in Shipping -

Here select the delivery block that is blocking your order/delivery, and uncheck if the option Print is checked.

Display View "Deliveries: Blocking Reasons/Criteria": Overview

DB Delivery block descr   Order  Conf.    Print  DDueList    SpK      SpW

01 Credit limit

02 Political reasons

03 Bottleneck material

04 Export papers missng

05 Check free of ch.dlv

06 No printing

07 Quantity Change

08 Kanban Delivery

Printing block field:

Indicates whether the system automatically blocks output for sales documents that are blocked for delivery.

Example :

In the case of sales orders that are blocked for delivery because of credit reasons, you may want to block the printing of order confirmations.

Note: The particular output that is affected by a delivery block is determined in output control.

PS: If the document is exceeds by the credit limit output type will not determine and as well as we should not give the output type in sales order. We have to assign the routine 2 to sales order output types and 3 routine to delivery output types to restrict from output if the docuement exceeds by credit limit.