Configuracion SD en MX 600

EHP3 for SAP ERP 6.0

June 2009

English

Sales and Distribution (105)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Sales and Distribution (105): Configuration Guide

Copyright© Copyright 2009 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.

Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

© SAP AG of 96


Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

© SAP AG of 96


Content1 Purpose...................................................................................................................... 8

2 Preparation................................................................................................................8

2.1 Prerequisites......................................................................................................................... 8

3 SD Core Configuration and Logistics Execution........................................................8

3.1 Order Scheduling.......................................................................................................8

3.1.1 Defining Floats (Scheduling Margin Key)...................................................................8

3.2 SD Business Partner Configuration...........................................................................9

3.2.1 Customer Control.......................................................................................................9

3.2.1.1 Setting Up Partner Determination: Account Groups - Function Assignment.....9

3.2.1.2 Defining Customer Account Group for DUMMY Customer.............................11

3.2.1.3 Partner Determination Procedure Assignment................................................14

3.2.2 Customer Master Data.............................................................................................15

3.2.2.1 Defining Legal Statuses..................................................................................15

3.2.2.2 Defining Customer Groups.............................................................................16

3.2.2.3 Defining Sales Districts...................................................................................17

3.2.3 Customer Hierarchies..............................................................................................18

3.2.3.1 Assigning Sales Areas to Customer Hierarchy Types.....................................18

3.2.3.2 Allowed Account Group Assignments for Customer Hierarchies....................18

3.3 Logistics Execution..................................................................................................19

3.3.1 LE: Shipment Cost...................................................................................................19

3.3.1.1 Defining and Assigning Shipping Type Procedure Group...............................19

3.3.1.2 Assigning Purchasing Data.............................................................................20

3.3.2 LE: Routes...............................................................................................................20

3.3.2.1 Defining Shipping Types.................................................................................20

3.3.3 Assigning Transportation Zone to Shipping Point....................................................21

3.3.4 LE: Packaging..........................................................................................................22

3.3.4.1 Defining Packaging Material Types.................................................................22

3.3.4.2 Defining Material Group for Packaging Materials............................................23

3.3.4.3 Defining Allowed Packaging Materials............................................................24

3.3.5 LE: Defining Shipping Points....................................................................................25

3.3.5.1 Assigning Shipping Points..............................................................................25

3.3.6 LE: Deliveries...........................................................................................................28

3.3.6.1 Defining Delivery Types..................................................................................28

3.3.6.2 Assignment of List Profile to Delivery Scenario...............................................29

3.4 Pricing...................................................................................................................... 30

3.4.1 Defining Condition Tables........................................................................................30

© SAP AG of 96


3.4.1.1 Defining Condition Tables: Structures........................................................................30

3.5 Defining Access Sequences....................................................................................31

3.5.1 Define Access Sequences.......................................................................................31

3.5.2 Define Condition Types............................................................................................31

3.5.3 Copying Rules for Condition Types..........................................................................32

3.5.4 Defining and Assigning Pricing Procedure...............................................................33

3.5.5 Defining Pricing Procedure Determination...............................................................34

3.5.6 Defining Document Pricing Procedure.....................................................................34

3.6 Account Determination.............................................................................................35

3.6.1 Materials: Account Assignment Group.....................................................................35

3.6.2 Customers: Account Assignment Group..................................................................35

3.6.3 Defining Account Determination Procedure.............................................................36

3.6.4 Default Values for Account Group for Customer Creation........................................37

3.6.5 Defining Account Keys.............................................................................................37

3.7 Assigning G/L Accounts...........................................................................................38

3.8 Availability Check.....................................................................................................41

3.8.1 Availability Check: Define Checking Groups............................................................41

3.8.2 Defining Material Block for Other Users...................................................................41

3.8.3 Availability Check: Defining Checking Groups Default Value...................................42

3.8.4 Carry Out Control for Availability Check...................................................................43

3.8.5 Availability Check against Product Allocation: Maintaining Procedure.....................45

3.8.6 Availability Check against Product Allocation: Defining Object................................46

3.8.7 Availability Check against Product Allocation: Specifying Hierarchy........................46

3.8.8 Availability Check against Product Allocation: Defining Consumption Periods........47

3.8.9 Availability Check against Product Allocation: Controlling Product Allocation..........48

3.8.10 Defining Flow According to Requirement Category.................................................49

3.9 Output Control..........................................................................................................49

3.9.1 Maintaining Output Procedure.................................................................................49

3.10 Output Control – Sales Documents..........................................................................50

3.10.1 Maintaining Output Types: Output Types.................................................................50

3.10.2 Maintaining Output Types: Message Types.............................................................51

3.11 Output Control – Shipping........................................................................................52

3.11.1 Maintaining Output Types........................................................................................52

3.11.2 Maitaining Output Determination Procedures..........................................................53

3.11.3 Use........................................................................................................................... 53

3.11.4 Procedure................................................................................................................53

3.11.5 Result....................................................................................................................... 54

3.11.6 Maintaining Output Types - Partner Function...........................................................54

© SAP AG of 96


3.12 Output Control – Billing............................................................................................54

3.12.1 Maintaining Output Types........................................................................................54

3.12.2 Assigning Output Determination Procedures...........................................................55

3.12.3 SD Output Determination - Billing Partner Functions...............................................56

3.13 Defining Print Parameters........................................................................................57

3.13.1 Defining Print Parameters Sales Organization.........................................................57

3.13.2 Defining Print Parameters Shipping.........................................................................58

3.14 Output Control – Picking SD....................................................................................58

3.14.1 Output Determination for Picking List.......................................................................58

3.14.2 Maintaining Print Parameter for SD Picking.............................................................59

3.15 Product Specific Settings.........................................................................................60

3.15.1 Maintaining Procedure Determination in Background for Product Proposal.............60

3.15.2 Maintaining Procedure Determination Online for Product Proposal.........................60

3.15.3 Assigning Document Procedure to Sales Document Type.......................................61

3.16 Defining Item Category Groups................................................................................62

3.17 Determining Active Receivables per Item Category.................................................62

3.18 Changing controllable error messages shipping processing....................................63

4 SD PROCESS CONFIGURATION I.........................................................................63

4.1 Sales Order Processing I.........................................................................................63

4.1.1 Defining Number Ranges for Sales Documents.......................................................63

4.1.2 Defining Sales Document Types..............................................................................64

4.1.3 Sales Organizations - Assigning Order Type...........................................................66

4.1.4 Divisions by Sales Org - Assign Order Type............................................................66

4.1.5 Distribution by Sales Org - Assign Order Type........................................................67

4.1.6 Assigning Sales Area to Sales Document Types.....................................................68

4.1.7 Assigning Sales Area to Credit Control Area...........................................................69

4.1.8 Defining Commodity Codes / Import Code Numbers By Country.............................70

4.1.9 Defining Customs Offices.........................................................................................70

4.1.10 Defining Modes of Transport....................................................................................71

4.1.11 Defining Business Transaction Types and Default Value.........................................71

4.1.12 Proposal for Business Transaction Type in Export..................................................72

4.1.13 Defining Relevant Item Categories..........................................................................73

4.1.14 Defining Incompleteness Procedures.......................................................................73

4.1.15 Assigning Incompleteness Procedures....................................................................74

4.1.16 Foreign Trade Data in MM and SD Documents.......................................................74

4.1.17 Defining and Assigning Text Determination Procedures..........................................75

4.1.18 Assigning Material Determination Procedures to Sales Document Types...............76

4.2 Down Payment Configuration..................................................................................76

© SAP AG of 96


4.2.1 Defining Billing Plan Types......................................................................................76

4.2.2 Date category...........................................................................................................77

4.2.3 Defining and Assigning Item Category YBAO..........................................................78

Use 78

Procedure.............................................................................................................................. 78

4.3 Defining Item Categories for Deliveries....................................................................79

4.4 Assigning Item Categories.......................................................................................80

4.5 Copying Control: Sales Document to Billing Document...........................................81

4.6 Specifying Copy Controls for Deliveries...................................................................82

4.7 Determination of requirement types using transaction.............................................83

4.8 Defining Delivery Item Category......................................................................................83

4.8 SIS Configuration.....................................................................................................85

4.8.1 SIS Header Configuration........................................................................................85

4.8.2 SIS Item Configuration.............................................................................................85

4.8.3 Activating SIS Info Structures..................................................................................86

4.9 LE Output Control....................................................................................................87

4.9.1 Maintaining output determination procedures for outbound deliveries.....................87

4.9.2 Maintaining Output Determination Procedure for Shipping Units - Control..............88

5 SD Process Configuration II.....................................................................................89

5.1 Sales Document Processing II................................................................................89

5.1.1 Maintaining Copy Control for Sales Documents (QT)..............................................89

5.1.2 Assigning Item Categories.......................................................................................90

5.1.3 Defining Item Categories..........................................................................................91

5.1.4 Setting up Partner Determination Procedure Assignment for Item categories.........92

5.1.5 Maintaining Item Category Assign Text Determination Procedure...........................93

5.1.6 Assigning Incompleteness Procedures....................................................................94

5.1.7 Maintaining Copying Control Delivery Document to Billing Document.....................94

6 Creating Master Data...............................................................................................95

6.1 Creating Output Tax Record (MWST)......................................................................95

7 Appendix.................................................................................................................. 96

© SAP AG of 96


Sales and Distribution

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using the SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick Guide.

2 Preparation

2.1 PrerequisitesBefore you start installing this scenario, you must install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline Package .

3 SD Core Configuration and Logistics Execution

3.1 Order Scheduling

3.1.1 Defining Floats (Scheduling Margin Key)

Use The purpose of this step is to define the scheduling margin key.

ProcedureCarry out the following steps:

1. Access the activity using one of the following navigation options:

IMG Menu Production Shop Floor Control Operations Scheduling Define Scheduling Margin Key

Menú IMG Producción Control de Planta Operaciones Programación Definir Clave de Horizonte

Transaction Code SPRO

2. On the Change View “Margins for scheduling”: Overview screen, choose New Entries.

© SAP AG of 96


3. Make the following entries:

Plant Key Name 1 Opening Period

Float After Production

Float Before Production

Release Period

1000 000 000 000 000 000

1000 001 010 001 002 005

1100 000 000 000 000 000

1100 001 010 001 002 005

4. Choose Save.

3.2 SD Business Partner Configuration

3.2.1 Customer Control

3.2.1.1 Setting Up Partner Determination: Account Groups - Function Assignment

UseIn this activity, you define the rules that should be used to perform automatic partner determination.



IMG Menu Sales and Distribution Basic Functions Partner Determination Set up Partner Determination

Menú IMG Comercial Funciones Básicas Determinación de Interlocutor Parametrizar determinación de Interlocutor

Transaction Code SM34 (customizing object VC_TPAR_KU)

2. In the Choose Activity dialog box, double-click Set Up Partner Determination for Customer Master.

3. On the Change View “Partner Determination Procedures”: Overview screen, double-click Account Groups – Function Assignment.

4. Choose New Entries.

5. In the Account Groups – Function Assignment table, enter the following data:

Partn.Funct Account Grp

1B YB01

1C YB01

1D YB01

1D 0003

AA YB01

© SAP AG of 96



SP YB01

AW YB01

BP YB01

BP 0003

PY YB01

PY 0003

SB YB01

SO YB01

SH YB01

SP YBEC

BP YBEC

PY YBEC

SH YBEC

SP YBAC

BP YBAC

PY YBAC

SH YBAC

SP YBPC

BP YBPC

PY YBPC

SH YBPC

1B YB03

1C YB03

1D YB03

AA YB03

SP YB03

AW YB03

BP YB03

PY YB03

SB YB03

SO YB03

SH YB03

SP YBOC

BP YBOC

PY YBOC

© SAP AG of 96



SH YBOC

6. Choose Save; then choose Back.

3.2.1.2 Defining Customer Account Group for DUMMY Customer

UseThis activity defines the customer account group for the DUMMY customer.



IMG Menu Logistics General Business Partner Customers Control Define Account Groups and Field Selection for Customers

Menú IMG Logistica en General Interlocutor Comercial Control Definir Grupos de Cuentas y Selección de Campos de Clientes

Transaction Code OVT0

2. On the Change View “Customer Account Groups”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, make the following entries:

Field Name User Action and Values

Account Group YBPC Dummy customer

Number range XX

CentrTextDetPrc 01

TextDetProc SD 01

Cust.pric.proc. 1

Partner DetermProced AG

Default SP Checked

4. Double-click the General Data text, and expand the Field Status Group.

5. On the Maintain Field Status Group: Overview screen, set the radio buttons in each group as follows:

Field Name Values

Group Address

Suppress Search term B, Street 5, Buildings, Company postal code, Comments, Regional structure grouping, Sex, Date of birth, Marital status, Academic title, Name prefix, 2. academic title, 2nd prefix, Name at Birth, Nickname, Name affix, Initials, Country for format, Format name, Alternative place of residence, P.O. box without number, PO box country, PO Box Region, Name Formatting, Undeliverable Street, Undeliverable Postbox

Req. Entry Name 1/Last name, Search Term A, Postal code, city,

© SAP AG of 96


Field Name Values

Opt. Entry Mark the rest optional

Display N/A

Group Communication

Suppress Mobile Telephone

Req. Entry N/A


Display N/A

Group Control

Suppress Reference account group (OTA), Business Place, Tax Type, CFOP Category, Tax number 3, Tax number 4, Brazilian taxes: ICMS, IPI, S.T., Tax categories

Req. Entry N/A


Display N/A

Group Marketing

Suppress N/A

Req. Entry N/A

Opt. Entry Mark all optional

Display N/A

Group Payment Transactions

Suppress N/A

Req. Entry N/A


Display N/A

Group Unloading points

Suppress N/A

Req. Entry N/A


Display N/A

Group Contact person

Suppress N/A

Req. Entry N/A


Display N/A

Group Foreign Trade

© SAP AG of 96


Field Name Values

Suppress N/A

Req. Entry N/A


Display N/A

6. Choose Save and then choose Back.

7. Select the Company code data text and then expand Field Status Group.


Field Name Values

Group Account Management

Suppress Personnel number, Gross income tax, Value adjustment key

Req. Entry N/A


Display N/A

Group Payment transactions

Suppress Credit memo terms of payment, Diff. Payer in document, Accts recble pledging ind.

Req. Entry N/A


Display N/A

Group Correspondence

Suppress N/A

Req. Entry N/A


Display N/A

Group Insurance

Suppress N/A

Req. Entry N/A


Display N/A

Group W/holding tax data, w/h tax 2

Suppress Withholding tax code (2), Withholding tax number, Withholding tax types

Req. Entry N/A

Opt. Entry W/hold.tax deduction, w/h tax 2

Display N/A

© SAP AG of 96



10. Select the Sales data text and then expand Field Status Group.


Field Name Values

Group Sales

Suppress N/A

Req. Entry Pricing procedure, Currency


Display N/A

Group Shipping

Suppress Rail specifications

Req. Entry N/A


Display N/A

Group Billing

Suppress Hedging and credit contr. Area

Req. Entry Taxes and licenses


Display N/A

Group Partner usage

Suppress N/A

Req. Entry N/A


Display N/A

Group Documents

Suppress N/A

Req. Entry N/A


Display N/A


3.2.1.3 Partner Determination Procedure Assignment

Use

© SAP AG of 96


This activity will assign the account groups to the partner determination procedure.



IMG Menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Set Partner Determination for Hierarchy Categories

Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Jerarquía de Clientes Parametrizar Determinación de Interlocutor p.tp.Jerarquía

Transaction Code SM34 (customizing object VC_TPAR_KU)

2. Choose Set Up Partner Determination for Customer Master.

3. On the Partner Determination Procedures: Overview screen and choose Partner Determination Procedure Assignment: Overview.

4. On the Partner Determination Procedure Assignment: Overview screen make the following assignments:

Group Description Partner Determination Procedure

Name

YB01 Sold-to party AG Sold-To Party

YB02 Customer (ext.number assgnmnt)

AG Sold-To Party

YB03 Sold-to party Demo (int.Numb.)

AG Sold-To Party

YBAC Affiliated Companies - BP

AG Sold-To Party

YBEC Export Customers - BP

AG Sold-To Party

YBOC One-time cust.(ext.no.assgnmt)

AG Sold-To Party

YBPC Dummy customer AG Sold-To Party

YBVC Vendor_AT WE Ship-to party


3.2.2 Customer Master Data

3.2.2.1 Defining Legal Statuses

UseThis activity will define the possible business forms which a customer can have (for example, corporation or limited liability company). You specify the business form in the general data of the

© SAP AG of 96


customer master record as part of the marketing information (which specifies a business form for all sales areas).



IMG Menu Sales and Distribution Master Data Business Partners Customers Marketing Define Legal Statuses

Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Marketing Definir Status Jurídico

Transaction Code OVR6

2. On the Change View “Legal Status (Customer Master):” Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, enter the following data:

Legal Status Description

06 Ltd

07 Inc

10 Corp


3.2.2.2 Defining Customer Groups

Use

In this menu option, you define the customer groups to which a customer can belong. You specify the customer group for sales data in the customer master record for each sales area. The SAP system copies this specification automatically into the sales documents at header and item level. Here, you will find the customer group on the detail screen for general business data.



IMG Menu Sales and Distribution Master Data Business Partners Customers Sales Define Customer Groups

Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Ventas Definir Grupos de Clientes

Transaction Code OVS9

2. On the Change View “Customer groups”: Overview screen, choose New Entries.


Cgrp Name

01 Industry

© SAP AG of 96


02 Retail

03 Wholly-owned subsid.

04 Partly owned subsid.

05 Competition

06 Public sector

07 Private customer

08 Wholesale


3.2.2.3 Defining Sales Districts

UseIn this menu option, you define the sales districts in which the customers' subsidiaries can be located. You specify the sales districts for the sales data in the customer master record for each sales area.

Procedure1. Access the activity using one of the following navigation options:

IMG Menu Sales and Distribution Master Data Business Partners Customers Sales Define Sales Districts

Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Ventas Definir Zonas de Ventas

Transaction Code OVR0

2. On the Change View “Customers: Sales Districts”: Overview screen, choose New Entries.


Sales district District name

MX0001 Northern Zone

MX0002 Southern Zone

MX0003 Western Zone

MX0004 Eastern Zone

MX0005 Middle Zone


3.2.3 Customer Hierarchies

3.2.3.1 Assigning Sales Areas to Customer Hierarchy Types

Use© SAP AG of 96


This activity will assign sales areas to each other, which allows you to determine whether a sales area uses its own customer hierarchies or shares one with another sales area.



IMG Menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Assign Sales Areas

Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Jerarquía de Clientes Asignar Áreas de Ventas

Transaction Code OVH3

2. On the Change View “Customer Hierarchy: Allowed Sales Area Assignments”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries.

CustType Sales Org. Distr.Chl Division HgLvSlsOrg HLDstrCh HgLvDivis.

A 1000 10 10 1000 10 10


3.2.3.2 Allowed Account Group Assignments for Customer Hierarchies

UseThis activity will assign the possible higher-level account groups to the account groups permitted for each customer hierarchy type. Therefore, both the valid account groups for each hierarchy type are defined and the higher-level account groups of the valid account groups. This will prevent the system assigning a ship-to party above a sold-to party.



IMG Menu Sales and Distribution Master Data Business Partners Customers Customer Hierarchy Assign Account Groups

Menú IMG Comercial Datos Maestros Interlocutor Comercial Clientes Jerarquía de Clientes Asignar Grupos de Cuentas

Transaction Code OVH2

2. On the Change view “Allowed Acct. Grp Assign. For Cust. Hier.”: Overview screen, choose New Entries.


CustHType Acct Group Hg Lv Acct Gr

A YB01 YB01

A YB01 0003

© SAP AG of 96


CustHType Acct Group Hg Lv Acct Gr

A YB01 YB02

A 0012 0012

A 0012 0003

A 0003 0003

A YB02 YB01

A YB02 0012

A YB02 0003

A YB02 YB02

A YB01 0012

A 0003 0012


3.3 Logistics Execution

3.3.1 LE: Shipment Cost

3.3.1.1 Defining and Assigning Shipping Type Procedure Group

UseThis activity defines the pricing procedure. You also assign transactions to the pricing procedure transactions by defining the following dependencies for:



IMG Menu Logistics Execution Transportation Shipment Costs Pricing Pricing Control Define and Assign Pricing Procedures

Menú IMG Logistics Execution Transporte Gastos de Transporte Determinación de Precio Control de la Determinación de Precios Definir y Asignar Esquemas de Calculo

Transaction Code T_72

2. Double-click Define and assign shipping type procedure group.

3. Choose New Entries, and enter the following data:

ShpTyp Grp Description

0001 Truck

0002 Mail

0003 Rail

© SAP AG of 96


0004 Maritime

0005 Air


3.3.1.2 Assigning Purchasing Data

UseFor settlement, you must assign the organizational units in the shipment to the relevant organizational units in purchasing. These settings are necessary for creating accruals. The accruals are posted using service entry sheets. The purchasing organizational units are needed for service procurement.



IMG Menu Logistics Execution Transportation Shipment Costs Settlement Assign Purchasing Data

Menú IMG Logistics Execution Transporte Gastos de Transporte Liquidación Asignar Datos de Compras

Transaction Code SM30 (Customizing Object V_TVFP)

2. Choose New Entries, then maintain the following data:

TPPt SCTy POrg PGr Plnt

1000 0001 1000 100 1000


3.3.2 LE: Routes

3.3.2.1 Defining Shipping Types

UseIn this activity, you define the shipping types in combination with the mode of transport.



IMG Menu Sales and Distribution Basic Functions Routes Define Routes Define Shipping Types

Menú IMG Comercial Funciones Básicas Rutas Definición de la Ruta Definir Clases de Expedición

Transaction Code SM30 (Customizing Object V_T173_COM)

© SAP AG of 96



PT Description MdTr StPG

01 Truck 01 0001

02 Mail 06 0002

03 Rail 02 0003

04 Sea 03 0004

05 Airplane 05 0005


3.3.3 Assigning Transportation Zone to Shipping Point

UseIn this step you assign the Transportation Zone to the Shipping Point.



IMG Menu Logistic Execution → Shipping → Basic Shipping Functions → Routes → Route Determination → Maintain Country and Transportation Zone For Shipping Point

Menú IMG Logistics Execution → Expedición → Bases → Rutas → Determinación de la Ruta → Actualizar país y zona de transporte para puesto de expedición



ShPt Ctry Zone

1000 MX 0000000001

100R MX 0000000001

1100 MX 0000000001

110R MX 0000000001

3. Save your entries.

3.3.4 LE: Packaging

3.3.4.1 Defining Packaging Material Types

Use

The packaging material type combines packaging materials into groups and contains essential control features which apply to the corresponding shipping materials. When you specify a shipping material type in the material master record, each shipping material is assigned to a shipping material type.

© SAP AG of 96




IMG Menu Logistics General Handling Unit Management Basics Define Packaging Material Types

Menú IMG Logistica en General Gestion de Unidades de Manipulación Bases Definir Clases de Material de Empaque

Transaction Code VHAR


Packag. mat type

Output Det Proc

Output condition

Output Type

Sort Plant determin.

Pack. matl cat.

Number assgnmt

Int. interval

External Interval

YB09 Barrel

000001 V6 MALB 0000 A C B 01

YB10 Reefer box

000001 V6 MALB 0000 A C B 01 02

YB11 Reefer container

000001 V6 MALB 0000 A C B 01 02

YB12 Chep-Pallets 1/2

000001 V6 MALB 0000 B D B 01 02

YB13 Tank lorry

V6 0000 B A B 01 02


000001 V6 MALB 0000 B D B 01 02

YB15 Bottle

000001 V6 MALB 0000 B C B 01

0001 Pallets

000001 V6 MALB 0000 B D B 01 02

0002 Container

000001 V6 MALB 0000 A C B 01 02

0003 Ship

0000 A A B 01 02

YB04 Truck

V6 MALB 0000 A A B 01 02

YB05 Cardboard box

000001 V6 MALB 0000 B C B 01 02

YB06 Case

000001 V6 MALB 0000 B C B 01 02

YB07 Box 000001 V6 MALB 0000 B C B 01 02

© SAP AG of 96


Packag. mat type

Output Det Proc

Output condition

Output Type

Sort Plant determin.

Pack. matl cat.

Number assgnmt

Int. interval

External Interval

YB08 Waggon

V6 0000 A B B 01 02


3.3.4.2 Defining Material Group for Packaging Materials

UseIn this menu option, you define material groupings packaging materials, with which materials that are to be packed into similar packaging materials are grouped together. The material grouping for packaging materials is entered in the material master record of the shipping material.



IMG Menu Logistics – General Handling Unit Management Basics Define Material Group for Packaging Materials

Menú IMG Logística en General Gestión de Unidades de Manipulación Bases Definir Grupo de Materiales para Materiales de Embalaje

Transaction Code SM30 (Customizing Object V_TVEGR)


GrPMt Description

YB01 Pallets

YB02 Container

YB03 Case

YB04 Card Box

YB05 Bulk goods

YB06 Single parts

YB07 Small packed part

YB08 Loose liquid prod

YB09 Reefer cargo

YB10 Truck




© SAP AG of 96


3.3.4.3 Defining Allowed Packaging Materials

UseWhen you pack materials or handling units, the system checks if the packaging materials for the handling unit (to which the items are to be packed) are allowed for packing. By assigning packaging material types to the material groups for packaging materials, you define which packaging materials are allowed for packing. By assigning shipping material types to material groups for shipping materials, you define which shipping materials are allowed for packing.



IMG Menu Logistics - General Handling Unit Management Basics Define Allowed Packaging Materials

Menú IMG Logística en General Gestión de Unidades de Manipulación Bases Especificar Material de Embalaje Permitido

Transaction Code SM30 (Customizing Object V_TERVH)

2. Choose New Entries and maintain the following data:

Mat Grp PM PkgMtlType

YB01 0001

YB01 YB04

YB01 YB08

YB02 0002

YB02 0003

YB02 YB04

YB02 YB08

YB03 0001

YB03 0002

YB03 YB04

YB03 YB06

YB03 YB08

YB04 0001

YB04 0002

YB04 YB04

YB04 YB05

YB04 YB08

YB05 0003

YB05 YB04

YB05 YB08

© SAP AG of 96


Mat Grp PM PkgMtlType

YB06 0002

YB06 YB06

YB06 YB07

YB07 YB05

YB07 YB06

YB07 YB07

YB08 YB09

YB08 YB09

YB08 YB15

YB09 YB10

YB09 YB11

YB10 YB04

YB12 YB04

YB12 YB08

YB12 YB12

YB14 YB04

YB14 YB08

YB14 YB14


3.3.5 LE: Defining Shipping Points

3.3.5.1 Assigning Shipping Points

UseIn this menu option, you allocate the shipping points to the desired combinations of shipping condition and loading group for each plant.



IMG Menu Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points

Menú IMG Logistics Execution Expedición Bases Determinación de puestos de Expedición/Recepción Mercancías Asignar Puestos de Expedición

Transaction Code SM30 (Customizing Object V_TVSTZ)

© SAP AG of 96



SC LGrp Plnt PrShP

01 0002 1000 1000

02 0002 1000 1000

03 0002 1000 1000

04 0002 1000 1000

RE 0002 1100 1100

01 0003 1000 1000

02 0003 1000 1000

03 0003 1000 1000

04 0003 1000 1000

RE 0003 1000 1000

01 0004 1000 1000

02 0004 1000 1000

03 0004 1000 1000

04 0004 1000 1000

RE 0004 1000 1000

01 0002 1100 1100

02 0002 1100 1100

03 0002 1100 1100

04 0002 1100 1100

RE 0002 1100 1100

RE 0002 110R 1100

01 0003 1100 1100

02 0003 1100 1100

© SAP AG of 96


SC LGrp Plnt PrShP

03 0003 1100 1100

04 0003 1100 1100

RE 0003 1100 1100

01 0004 1100 1100

02 0004 1100 1100

03 0004 1000 1000

04 0004 1000 1000

RE 0004 1000 1000

RE 0002 1000 1000

01 0001 1000 1000

02 0001 1000 1000

03 0001 1000 1000

04 0001 1000 1000

RE 0001 1000 1000

RE 0001 100R 1000


3.3.6 LE: Deliveries

3.3.6.1 Defining Delivery Types

UseIn this menu option you define your delivery types which represent the different business transactions in shipping.



© SAP AG of 96


IMG Menu Logistics Execution Shipping Deliveries Define Delivery Types

Menú IMG Logistics Execution Expedición Entregas Definir Clases de Entrega

Transaction Code 0VLK


Field Name Description User action and values Notes

Delivery type LF Delivery

Document cat. J Delivery

NR int. assgt 17

No.range.ext 18

ItemNoIncrement 10

Order required Sales order required

Defautl ord. Ty. DL Order Type Sched

ItemRequirement 202 Order w.indep.item

Stor.loc.rule MALA

OutputDetProc V10000

New route deter. with or without

B

TextDetermProc 02

Incompletion Proc. for sales doc.

K1

Output Type LD00

Application V2

Route determin. B New route determination with check

PartnDetProc LF

Distrbtn Mode 2 Distribution at Delivery

Screen seq.grp LF

Display range UALL All items


Delivery type NL IntPlant Stock Dely

Document cat. J Delivery

NR int. assgt 17

No.range.ext 18

© SAP AG of 96


ItemNoIncrement 10

Order required B Purchase order required

Defautl ord. Ty. DL Order Type Sched

ItemRequirement 202 Order w.indep.item

Stor.loc.rule MALA

OutputDetProc V10000

TextDetermProc 02

Output Type LD00

Incompletion Proc. for sales doc.

K1

Application V2

Route determin. No new route determination

PartnDetProc LF

Distrbtn Mode Distribution control by warehouse number

Screen seq.grp LF

Display range UALL All items


3.3.6.2 Assignment of List Profile to Delivery Scenario

UseThis activity will assign a List Profile to a Delivery Creation profile.



IMG Menu Logistics Execution Shipping Worklists Assignment of List Profile to Delivery Scenario

Menú IMG Logistics Execution Expedición Pools de Trabajo Asignacion de Perfiles de la lista a Escenarios de Entrega

Transaction Code SM30 (Customizing Object V_T186V)



Scenario Description Profile name

Selection screen Dlv creation profile

© SAP AG of 96


500A Schedule background processing

5001 5 - Schedule batch jobs without tab

0101

4. Choose Save.

3.4 Pricing

3.4.1 Defining Condition Tables

3.4.1.1 Defining Condition Tables: Structures

UseIn this IMG activity, you define price dependencies. You can make prices, surcharges, and discounts dependent on almost all the fields in a document. You define these dependencies using the condition tables. In a condition table, you define the combination of fields for which you can create condition records.



IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Tables

Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir Tablas de Condiciones

Transaction Code SM30 (Customizing object VV_T681F_VA)

2. If table 830 does not exist on the Choose Activity dialog box, double-click Create condition tables, and go to the next step. If table 830 does exist, double-click Change condition tables.

3. In the Table field, enter 830, and choose Enter.

4. In the Field Catlg column, locate Sales Organization and double-click it. The field is copied to the Selected fields column.

5. Choose Generate.

6. Choose Save. Do not perform any other steps in this task.

3.5 Defining Access Sequences

3.5.1 Define Access Sequences

Use

This activity defines access sequences. The access sequence is a search strategy which the SAP System uses to search for condition records valid for a condition type. For example, you can define for a price that the SAP System first searches for a customer-specific price and then for a price list price.

© SAP AG of 96




IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define Access Sequences

Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir secuencias de acceso

Transaction Code SM34 (with Customizing object VVC_T682_VA)

2. Double-click Maintain Access Sequences. Accept the warning dialog box.


4. Enter the following data:


AcSq YB20

Description Sales Organization


3.5.2 Define Condition Types

UseThis activity will define condition types. Price elements are represented in the SAP system by condition types. Price elements can be, for example, prices, surcharges, discounts, taxes or, freight, and are stored in the system in condition records. You can, for example, define whether a discount is calculated as a percentage or a fixed amount using the condition type. You specify an access sequence in every condition type. Thus, you define which fields the SAP system checks when searching for a valid condition record.



IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Types

Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir Clases de Condición.

Transaction Code SM30 (Customizing Object VV_T685A_VA)

2. On the Choose Activity dialog box, double-click Maintain Condition Types.

3. On the Change View “Conditions: Condition Types”: Overview screen, choose New Entries.



© SAP AG of 96


Condit.Type YB30 100% discount

Access Seq YB20

Cond.class A

Calculat.type A

Plus/Minus X

Manual entries D

Item condition Checked

Amount/percent Checked

Delete Checked

Delete fr. DB Do not delete (Set the deletion flag only)

Scale Basis B


3.5.3 Copying Rules for Condition Types

UseThis activity will define rules for copying condition records. The copy function allows you to copy the data in an existing condition record to a large number of new condition records to reduce the time required for maintenance. The existing condition record contains a condition type and a condition table which are referred to as the source condition type and source condition table in the copying rule. In the copying rules, you make the possible assignments of source condition tables and source condition types to target condition tables and target condition types.



IMG Menu Sales and Distribution Basic Functions Pricing Copy Control for Conditions

Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Control de Copia para Condiciones

Transaction Code VB(C

2. On the Choose Activity dialog box, double-click Copying Rule for Condition Types.




SCoT UTXJ

No 01

© SAP AG of 96



TaCoT UTXJ


3.5.4 Defining and Assigning Pricing Procedure

UseIn this activity, you define the pricing procedure used.



IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures

Menú IMG Comercial Funciones Básicas Control de la Determinación de Precios Definir y Asignar Esquemas de Calculo


2. In the Choose Activity dialog box, choose Maintain Pricing Procedures.

3. On the Change View “Procedures”: Overview screen, select the entry for procedure RVAA01 and choose Copy As…

4. Overwrite the procedure name with YBAA01 and choose Enter.

5. In the dialog box, choose copy all.


After you have created the procedure YBAA01 make the following changes in this procedure:

7. Select YBAA01 and choose “Control data”

8. For condition type PI02 (Inter-company %) set “X” (Printing at item level (previous procedure)) in the column Print.


3.5.5 Defining Pricing Procedure Determination

UseIn this activity, you define how the pricing procedure is determined.




© SAP AG of 96



Transaction Code OVKK

2. In the Choose Activity dialog box, choose Define Pricing Procedure Determination.

3. On the Change View “Pricing Procedures: Determination in Sales Docs.”: Overview screen, make the following entries:

Sales Org.

DChl Division DoPr CuPP PriPr. CTyp

1000 10 10 A 1 YBA001 PR00

1000 10 10 C 1 YBA001 PR00

1100 10 10 A 1 YBA001 PR00


3.5.6 Defining Document Pricing Procedure

UseIn this activity, you define the document pricing procedure Z (credit memo).






2. In the Choose Activity dialog box, choose Define Document Pricing Procedure.

3. On the Change View “Pricing Procedures: Transaction.”: Overview screen, choose New Entries and make the following entries:

Document Pricing Procedure Description

Y Credit memo


3.6 Account Determination

3.6.1 Materials: Account Assignment Group

Use

© SAP AG of 96


This activity defines account determination dependencies for materials.



IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Check Master Data Relevant for Account Assignment

Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Verificar Datos Maestros Relevantes para la Imputación

Transaction Code SM30 (Customizing Object V_TVKM)

2. Double-click Materials: Account Assignment Groups.


Account Assignment Group Description

03 Finished Products

Y1 Service Provider

Y2 Returnable Goods


3.6.2 Customers: Account Assignment Group

UseThis activity defines account determination dependencies for customers.



IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Check Master Data Relevant for Account Assignment

Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Verificar Datos Maestros Relevantes para la Imputación

Transaction Code OVK8

2. Double-click Customers: Account Assignment Groups.


© SAP AG of 96


Account Assignment Group Description

04 Dom.Rev. without CO


3.6.3 Defining Account Determination Procedure

UseThis activity will define your account determination procedures and allocate them to the billing types.



IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Define and Assign Account Determination Procedure

Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Definir y Asignar Esquemas para la Determinación de Cuentas

Transaction Code SM34 (Customizing Object VVC_T683_XX_VC)

2. Double-click Define Account Determination Procedure.

3. Select the row KOFI00 Account Determination and then double-click Control Data.


Step Cntr CTyp Condition determined manually

Requiremt

010 01 KOFI X 000

010 02 KOFK 002


3.6.4 Default Values for Account Group for Customer Creation

UseThis activity will assign default values for account group for a returns customer creation.

Procedure

© SAP AG of 96


Carry out the following steps:


IMG Menu Materials Management Purchasing Vendor Master Default values for account group for customer creation

Menú IMG Gestión de Materiales Compras Maestro de Proveedores Valores Propuestos p. Grupos Cuentas p. Activos fijos Deudores

Transaction Code SM30 (Customizing Object V_T077K_W)



Account Group Default for Cust.Acct.Group

KRED 0003

4. Choose Save.

3.6.5 Defining Account Keys

UseYou define your account keys in this menu option and allocate them to the condition types in the pricing procedures.



IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Define and Assign Account Keys

Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Definir y Asignar Clave de Cuenta

Transaction Code SM30 (Customizing Object VV_T687_V1)

2. Double-click Define Account Key.


Account Key Name

YB1 ERS material rel.

YB2 ERS customer rel.

YB3 provision f. freight

YBS Customer discounts


© SAP AG of 96


3.7 Assigning G/L Accounts

UseThis activity will allocate G/L accounts for revenue account determination. You have to make the allocation for every access sequence you have defined beforehand.



IMG Menu Sales and Distribution Basic Functions Account Assignment Costing Revenue Account Determination Assign G/L Accounts

Menú IMG Comercial Funciones Básicas Imputación/Cálculo Determinación de Cuentas de Ingreso Asignar Cuentas de Mayor

Transaction Code VKOA

2. On the Assign G/L Accounts screen, double-click Table 1: Cust Grp/MaterialGrp/AcctKey

3. On the Change View “Cust Grp/MaterialGrp/AcctKey”: Overview screen, choose New Entries.

4. Maintain the following data:

App CndTy. ChAc SOrg. AAG AAG ActKy G/L acct Provision acc.

V KOFI 0010 100001 01 ERL 0000410000

V KOFI 0010 100001 01 ERS 0000440020

V KOFI 0010 100001 02 ERL 0000410010

V KOFI 0010 100001 02 ERS 0000440020

V KOFI 0010 100001 03 ERL 0000410000

V KOFI 0010 100002 01 ERL 0000410005

V KOFI 0010 100002 01 ERS 0000440020

V KOFI 0010 100002 02 ERL 0000410005

V KOFI 0010 100002 02 ERS 0000440020

V KOFI 0010 100002 03 ERL 0000410005

V KOFI 0010 100003 01 ERL 0000410020

V KOFI 0010 100003 02 ERL 0000410020

V KOFI 0010 100003 03 ERL 0000410020

V KOFI 0010 100001 Y2 ERL 0000410000

V KOFI 0010 110001 01 ERL 0000410000

V KOFI 0010 110001 01 ERS 0000440020

© SAP AG of 96


App CndTy. ChAc SOrg. AAG AAG ActKy G/L acct Provision acc.

V KOFI 0010 110001 02 ERL 0000410010

V KOFI 0010 110001 02 ERS 0000440020

V KOFI 0010 110001 03 ERL 0000410000

V KOFI 0010 110002 01 ERL 0000410005

V KOFI 0010 110002 01 ERS 0000440020

V KOFI 0010 110002 02 ERL 0000410005

V KOFI 0010 110002 02 ERS 0000440020

V KOFI 0010 110002 03 ERL 0000410005

V KOFI 0010 110003 01 ERL 0000410020

V KOFI 0010 110003 02 ERL 0000410020

V KOFI 0010 110003 03 ERL 0000410020

V KOFI 0010 110001 Y2 ERL 0000410000

5. Choose Save, then choose Back.

6. Repeat steps 2 to 5 for Table 2: Cust.Grp/Account Key with the following data:

App CndTy. ChAc SOrg. AAG ActKy G/L acct Provision acc.

V KOFI 0010 100001 ERL 0000410000

V KOFI 0010 100001 ERS 00004400200000440010

V KOFI 0010 100002 ERL 0000410005

V KOFI 0010 100002 ERS 00004400200000440010

V KOFI 0010 100003 ERL 0000410000

V KOFI 0010 100003 ERS 00004400200000440010

V KOFI 0010 110001 ERL 0000410000

V KOFI 0010 110001 ERS 00004400200000440010

V KOFI 0010 110002 ERL 0000410005

V KOFI 0010 110002 ERS 00004400200000440010

V KOFI 0010 110003 ERL 0000410000

V KOFI 0010 110003 ERS 00004400200000440010

7. Repeat steps 2 to 5 for Table 3 with the following data:


V KOFI 0010 100001 ERL 0000410000

V KOFI 0010 100001 YB1 0000440010

V KOFI 0010 100002 ERL 0000410010

V KOFI 0010 100003 YB1 0000440010

© SAP AG of 96



V KOFI 0010 110001 ERL 0000410000

V KOFI 0010 110001 YB1 0000440010

V KOFI 0010 110002 ERL 0000410010

V KOFI 0010 110003 YB1 0000440010

8. Repeat steps 2 to 5 for Table 4: General with the following data:

App CndTy. ChAc SOrg. G/L acct Provision acc.

V KOFI 0010 1000 410000

V KOFI 0010 1100 410000

9. Repeat steps 2 to 5 for Table 5: Acct Key with the following data:

App CndTy. ChAc SOrg. ActKy G/L acct Provision acc.

V KOFI 0010 1000ERB 0000217700

V KOFI 0010 1000ERF 0000654000

V KOFI 0010 1000ERL 0000410000

V KOFI 0010 1000ERS 0000440020

V KOFI 0010 1000ERU 0000700050

V KOFI 0010 1000EVV 0000410000

V KOFI 0010 1000MWS 0000216130

V KOFI 0010 1100ERB 0000217700

V KOFI 0010 1100ERF 0000654000

V KOFI 0010 1100ERL 0000410000

V KOFI 0010 1100ERS 0000440020

V KOFI 0010 1100ERU 0000700050

V KOFI 0010 1100EVV 0000410000

V KOFI 0010 1100MWS 0000216130


3.8 Availability Check

3.8.1 Availability Check: Define Checking Groups

UseThis activity will define checking groups with which you specify the type of requirements records that the system will create when processing sales orders or deliveries. Sales order requirements and delivery requirements can be controlled separately.

Procedure

© SAP AG of 96




IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Checking Groups

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Definir Grupos de Control

Transaction Code OVZ2



Av Description TotalSales TotDlvReqs Accum Response

01 Daily requirements B B 3 0

02 Individ. Requirements A A 3 0

Y2 Individ.requirements A A 3 0


3.8.2 Defining Material Block for Other Users

UseIn this IMG activity you define for each checking group and initiator whether the material master record should be blocked for other orders during the availability check. If it is blocked, you cannot create two orders for the same material at the same time.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Material Block for Others Users

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Especificar bloqueo de material para otros usuarios

Transaction Code SM30 (V_TMVFP)



© SAP AG of 96

sapevent:DOCU_LINK%5CGL:material_master_record

sapevent:DOCU_LINK%5CGL:material_master_record


Av Description Initiator Avail check: Take material reserv

Check availability without replenishment

Avail Checl Purchase order

Check Sales req.

Block

Y2 Individ.requirements A X X X X X

Y2 Individ.requirements B X X X X X

Y2 Individ.requirements C X X X X


3.8.3 Availability Check: Defining Checking Groups Default Value

UseThis activity will define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Define Checking Groups Default Value

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Especificar Grupo de Control del Valor Propuesto

Transaction Code SM30 (Customizing Object V_TMVFU)



Material Type Plant Availability Check

FERT 1000 Y2

FERT 1100 Y2

HAWA 1000 Y2

HAWA 1100 Y2

LEIH 1000 Y2

LEIH 1100 Y2

VERP 1000 Y2

© SAP AG of 96


Material Type Plant Availability Check

VERP 1100 Y2


3.8.4 Carry Out Control for Availability Check

UseThis activity will define checking rules for the availability check and allocate them to a checking group.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check With ATP Logic or Against Planning Carry out Control For Availability Check

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Verif. Disponibil.Seg.Lógica ATP y respecto Planif. Prev. Configurar Control de la Verificación de Disponibilidad




Avail CRl check dependent rese

Include safety stock

Stockin Transfer

Incl. quality insp. stock

Check without RLT

Checking period: GR

Inl. purchase ordes

Incl. purch requisitions

Incl. dependent reqs

Incl. reservations

Incl. sales reqs

Y2 01 X 000 X X X X X

Y2 03 X 000 X X X

Y2 A X 000 X X X

Y2 AE 000 X

Y2 AQ 000 X

Y2 AV X 000 X X

Y2 AW X 000 X X

Y2 B X 000 X

Y2 BE X 000 X

© SAP AG of 96


Avail CRl check dependent rese

Include safety stock

Stockin Transfer

Incl. quality insp. stock

Check without RLT

Checking period: GR

Inl. purchase ordes

Incl. purch requisitions

Incl. dependent reqs

Incl. reservations

Incl. sales reqs

Y2 BQ X 000 X

Y2 BV X 000 X X

Y2 BW X 000 X X

Y2 PM X X X X 000 X X X X X

Y2 PP X X X X 000 X X X X X

Y2 PS X X X X 000 X X X X X

Y2 RP X X X X 000 X X X X X

Y2 RS X X X X 000 X X X X

Avail Cri Include deliveries

Incl. ship. notific.

Incl rel order req

Incl. planned ordes

Incl. production orders

Y2 01 X X X X X

Y2 03 X

Y2 A X

Y2 AE X X X

Y2 AQ X X X

Y2 AV X

Y2 AW X

Y2 B X

Y2 BE X

Y2 BQ X X X

Y2 BV X

Y2 BW X

Y2 PM X X X

© SAP AG of 96


Y2 PP X X X

Y2 PS X X X

Y2 RP X X

Y2 RS X X


3.8.5 Availability Check against Product Allocation: Maintaining Procedure

UseThis activity defines the product allocation determination procedure for the availability check against product allocations.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Maintain Procedure

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Actualizar Esquema

Transaction Code OV1Z

2. On the Change View “Product Allocation: Definition of Procedure”: Overview screen, choose New Entries.



Product Allocation 001

Description Prod. Alloc. Scheme


3.8.6 Availability Check against Product Allocation: Defining Object

Use

© SAP AG of 96


This activity will define the product allocation object. This product allocation object is the object in the product allocation determination procedure. This is because product allocations are stored in the planning hierarchy by object.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Object

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Definir Objeto

Transaction Code SM30 (Customizing Object V_T190O)




Object 001

Description SD Prod. Alloc.


3.8.7 Availability Check against Product Allocation: Specifying Hierarchy

UseThis activity assigns an info structure to each of the product allocation determination procedures. You can display the suitable statistical structures.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Specify Hierarchy

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Especificar Jerarquía


© SAP AG of 96


2. On the Change View “SD Product Allocation Planning Structure”: Overview screen, choose New Entries.



Procedure 001 Prod. Alloc. Scheme

Step

Step Name Prod. Alloc. Steps

Product Allocation 00

Info Struct. S140

Mask $


3.8.8 Availability Check against Product Allocation: Defining Consumption Periods

UseWhen you have defined a product allocation determination procedure, you can also define (past and future) consumption periods for product allocation quantities.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Consumption Periods

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. De Disponibilidad en Relación a Contingentes Determinar Intervalos de Facturación

Transaction Code SM30 (Customizing Object V_T190V)




Info structure S140

Bwd cons 3

Fwd cons 2


© SAP AG of 96


3.8.9 Availability Check against Product Allocation: Controlling Product Allocation

UseThis activity will assign one or several objects with different validity periods to the product allocation determination procedures. The validity periods cannot overlap.



IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Control Product Allocation

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. de Disponibilidad en Relación a Contingentes Control de la Contingentación


2. On the Determine Work Area: Entry dialog box, in Product Allocation, enter 001 then choose Continue.




Step 0

Info structure S140

Object 001 SD Prod. Alloc

Valid to 12/31/2999

Active Checked

Conversion factor 1.000


3.8.10 Defining Flow According to Requirement Category

UseThis activity will determine whether the system should run an availability check for product allocations or not. You can determine this in each requirements class.



© SAP AG of 96


IMG Menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Flow According to Requirement Category

Menú IMG Comercial Funciones Básicas Verificación de Disponibilidad y Transf de Necesidades Verificación de Disponibilidad Comprob. de Disponibilidad en Relación a Contingentes Determinar Proceso por Tipo de Necesidad


2. On the Change View “Availability and Transfer of Requirements by Req. Type”: Overview screen, maintain the following entries:

ReqCl AvC Rq All.

011 X X X

030 X X X

031 X X X

041 X X X


3.9 Output Control

3.9.1 Maintaining Output Procedure

UseThis activity defines output determination for documents.



IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Maintain Output Determination Procedure

Menú IMG Comercial Funciones Básicas Control de Mensajes Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p. Facturas Actualizar Esquema para Mensajes

Transaction Code SM34 (Customizing Object VVC_T683_XX_V3)


3. In the Procedure column, enter V10000, and in the Description column, enter Billing Output.

4. Choose Save.

5. Select the row you just created, and double-click Control Data.

© SAP AG of 96



Step Cntr CTyp Description Requiremt Manual only

010 01 RD00 Invoice 000

7. Choose Save and then choose Back twice.

3.10 Output Control – Sales Documents

3.10.1 Maintaining Output Types: Output Types

UseThe purpose of this activity is to maintain output types.



IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Types

Menú IMG Comercial Funciones Básicas Control de Mensajes Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p. Documentos de Ventas Actualizar Esquema para Mensajes

Transaction Code V/30

2. On the Display View” Output Types”: Overview screen, select Entry and choose Mail Title and Texts.

Language Key Appln

Output Type Document title

ES V1 AF00 Access type for print parameter and proposal

ES V1 AN00 Access for Print Parameter and Proposal

ES V1 BA00 Access Type for Print Parameter and Proposal

3. On the overview screen, double-Click Output types AF00, AN00 and BA00 and enter the following values:

Partial Output 1 from 2 of the table V_T685B:

Usage Application Output type Access

sequence

Name PrntParamtr criteria

B V1 AF00 0003 Inquiry 1

B V1 AN00 0002 Quotation 1

B V1 BA00 0004 Order Confirmation

1


© SAP AG of 96


Dispatch time1

Access

To

conditions

Storage

Mode

Document

type

Transmission

Medium

Partner Function

1 X 1 1 AG

1 X 1 SDOQUOTAT 1 AG

1 X 1 SDOORDER 1 AG

4. Choose Save.

Result The output types are created.

3.10.2 Maintaining Output Types: Message Types

UseThe purpose of this activity is to create message type.



IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Types

Menú IMG Comercial Funciones Básicas Control de Mensajes Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p. Documentos de Ventas Actualizar Clases de Mensajes


2. Select OutputType and choose Partner functions from the Dialog Structure.

3. Maintain the following values:

Application Output Type Transmission Medium

Partner Function

V1 AF00 1 SP

V1 AN00 1 SP

V1 BA00 1 SP

4. Choose Save.

Result The message types are created.

© SAP AG of 96


3.11 Output Control – Shipping

3.11.1 Maintaining Output Types




IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Types

Menú IMG Logistics Execution Expedición Bases Control de Mensajes Determinación de Mensaje Actualizar Determinación de Mensajes p.Suministros Actualizar Clases de Mensaje



3. Enter the following values. Output Table V_TNATI:

Language Key

Appln Output Type Document title

EN V2 LD00 Access Type for Print Parameter and Proposal

4. Choose Save.

5. On the Display View” Output Types”: Overview screen, enter the following values. Partial Output 1 from 2 of the table V_T685B:


sequence


B V2 LD00 0012 Delivery Note 5

B V2 YBL1 0012 Bill of Lading 5


Dispatch time1

Access

To

conditions

Storage

Mode

Document

type

Transmission Medium

Partner Function

3 X 1 SDODELNOTE 1 SH

3 X 1 SDODELNOTE 1 SH

6. Choose Save.


© SAP AG of 96


3.11.2 Maitaining Output Determination Procedures

3.11.3 UseThe purpose of this activity is to assign output determination procedures.

3.11.4 ProcedureCarry out the following steps:


IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Assign Output Determination Procedures

Menú IMG Logistics Execution Expedición Bases Control de Mensajes Determinación de Mensaje Actualizar Determinación de Mensajes p.Suministros Asignar Esquema para Mensajes


2. In the Choose Activity dialog box, select Assign deliveries (header) and choose Enter.

3. On the Change View” Delivery Types –Output Determination Procedure”: Overview screen, enter the following values. Output Table V_TVAK_NAC:

Sales Document Type

Appln Output determ.proc. Output Type

LF V2 V10000 YBL1

LR V2 V10000 YBL1

4. Choose Save.

3.11.5 Result The output determination procedures are maintained.

3.11.6 Maintaining Output Types - Partner Function

UseThe purpose of this activity is to create message type.



IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Types

Menú IMG Logistics Execution Expedición Bases Control de

© SAP AG of 96


Mensajes Determinación de Mensaje Actualizar Determinación de Mensajes p.Suministros Actualizar Clases de Mensaje


2. On the Change View “Output Types”: Overview screen, choose the OutputType and double-click Partner Functions from the Dialog Structure.

3. Enter the following values. Output Table VN_TNAPN:

Application Output Type Transmission

Medium

Partner Function

V2 YBL1 1 WE

V2 YBL1 2 WE

4. Choose Save.

Result The message types are created.

3.12 Output Control – Billing

3.12.1 Maintaining Output Types




IMG Menu Sales and Distribution Billing Intercompany Billing Automatic Posting to Vendor Account (SAP-EDI)

Menú IMG Comercial Facturación Facturación Interna Contabilización Automática con Saldo Acreedor con SAP-EDI.


2. Choose Activity Maintain output types


4. Enter the following values. Output Table V_TNATI:

Language Key

Appln Output Type Document title

EN V3 RD00 Access Type for Print Parameter and Proposal

5. Choose Save.

6. Enter the following values. Partial Output 1 from 2 of the table V_T685B:

© SAP AG of 96



sequence


B V3 RD00 0002 Invoice 1


Dispatch time1

Access

To

conditions

Storage

Mode

Document

type

Transmission

Medium

Partner Function

1 X 1 SDOINVOICE 1 RE

7. Choose Save.


3.12.2 Assigning Output Determination Procedures

UseThis activity defines output determination procedures for documents.



IMG Menu Sales and Distribution Billing Billing Documents Define Billing Types

Menú IMG Comercial Facturación Documentos de Facturación Definir Clases de Factura

Transaction Code VOFA

2. On the Choose Activity screen select Define Billing Types.

3. Choose the relevant billing type and make the following entries:

Billing Type Output determ.proc. Application Output Type SD Doc Cat.

F1 V10000 V3 RD00 M

F2 V10000 V3 RD00 M

FAZ V10000 V3 RD00 M


3.12.3 SD Output Determination - Billing Partner Functions

UseThe purpose of this activity is to create message types.

© SAP AG of 96




IMG Menu Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Assign Output Types to Partner Functions

Menú IMG Comercial Funciones Básicas Determinación de Mensaje Determinación de Mensajes Vía Técnica de Condiciones Actualizar Determinación de Mensajes p.Facturas Asignar Mensajes a Funciones de Interlocutor

Transaction Code SM30 (Customizing Object VV_TNAPN_V3)

2. On the Change View: Output Control: Output By Partner Function: Overview screen, choose New Entries and make the following entries:

Application Output Type Transmission Medium

Partner Function

V3 RD00 1 BP

V3 RD00 2 BP

3. Choose Save.

ResultThe message types are created.

3.13 Defining Print Parameters

3.13.1 Defining Print Parameters Sales Organization

UseIn this step, you define the print parameters for sales, shipping, billing, transportation and sales activity output, for example. This is dependent on a predefined key.



IMG Menu Sales and Distribution Basic Functions Output Control Define Print Parameters

Menú IMG Comercial Funciones Básicas Control de Mensajes Definir Parámetros de Impresión

Transaction Code VP01

2. On the Print Parameters screen, locate expanding Sales (V1) folder and double-click Inquiry (AF00).


© SAP AG of 96


SOrg Output Device Name Suffix 1

Suffix 2 Immediate Application

1000 LP01 (or LOCL or other printer)

LIST1S AF00 ANFRAGE Checked V1


5. Repeat steps 2 to 4 for the following data:

CTyp SOrg. Output Device Name Suffix 1

Suffix 2 Immediate Application

AN00 1000 LP01 (or LOCL or other printer)

LIST1S AN00 ANGEBOT X V1

BA00 1000 LP01 (or LOCL or other printer)

LIST1S BA00 AUFTRAG X V1

KO00 1000 LP01 (or LOCL or other printer)

LIST1S KO00 KONTRAKT X V1

LP00 1000 LP01 (or LOCL or other printer)

LIST1S LP00 LIEFERPLAN X V1

RD03 1000 LP01 (or LOCL or other printer)

LIST1S AF00 ANFRAGE X V1

RD00 1000 LP01 (or LOCL or other printer)

LIST1S LT01 RECHNUNG V3

RDES 1000 LP01 (or LOCL or other printer)

LIST1S LT01 ESR-RECHNUNG

V3

3.13.2 Defining Print Parameters Shipping

UseIn this step, you set the output parameters. The condition types set for the output determination, which the system can find automatically, appear under the category Shipping. Per condition type, you specify - depending on which output location in the condition type is set as a print parameter - one or several locations and determine an output device as well as some parameters for the printout per condition type and position.



IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Define print parameters shipping

Menú IMG Logistics Execution Expedición Bases Control de Mensajes Definir Parámetros de Impresión para la Expedición

Transaction Code VP01SHP

2. On the Print Parameters screen, locate expanding Shipping (V2) folder and double-click Delivery Note (LD00).

© SAP AG of 96



Ship Point

Output Device Name Suffix 1

Suffix 2

Immediate Application

1000 LP01 (or LOCL or other printer)

LIST1S LD00 LIEFER X V2


3.14 Output Control – Picking SD

3.14.1 Output Determination for Picking List

UseThis activity will define the settings for SD picking without Lean WM.

For further details regarding the output customizing for SD picking (w/o lean WM) refer to OSS note 145136.


1. Access the activity use the following navigation:

IMG Menu n/a

Transaction Code OVLT

2. Make the following entries (for shipping point 1000, 100R, 1100 and 110R) on the Change View “Organizational Unit: Shipping Pts. – Print Picking Lst”: Overview screen.

Field Name User action and values Note

Out. EK00

Lng EN

No. 1

Time 3

Med 1


4. Choose Back (F3).

ResultOutput determination for SD picking has been set up.

3.14.2 Maintaining Print Parameter for SD Picking

UseThis activity will define print parameters for SD picking without Lean WM.

© SAP AG of 96


For further details regarding the output customizing for SD picking (w/o lean WM) refer to OSS note 145136.



IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Define print parameters shipping

Menú IMG Logistics Execution Expedición Bases Control de Mensajes Definir Parámetros de Impresión para la Expedición

Transaction Code VP01SHP

2. On the Print Parameters View choose Shipping /Spec.Case((V4).

3. On the Print Parameters View double-click Picking List (EK00).

4. On the Change View “Print Parameters for Shipping Point”: Overview screen, choose New entries.



Shipping Point 1000

OutputDevice LP01 Select suitable device

Name LIST1S

Suffix1 EK00

Suffix2 KOMMILISTE

Print immed. Selected

Application V4


7. Repeat step 4 and 5 for shipping point 100R, 1100 and 110R.


ResultThe print parameters for SD picking have been set up.

3.15 Product Specific Settings

3.15.1 Maintaining Procedure Determination in Background for Product Proposal

UseThis activity will determine the product proposal procedure for background processing.

© SAP AG of 96




IMG Menu Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (in Background) for Product Proposal

Menú IMG Comercial Funciones Básicas Propuesta Dinámica de Producto Actual.Determ.Esquema (en fondo) P.Propuesta Productos

Transaction Code SM30 (Customizing Object V_TPVSB)


SOrg. DChl Dv PPCustProc PPPr

1000 10 10 A A00001


3.15.2 Maintaining Procedure Determination Online for Product Proposal

UseThis activity will determine the product proposal procedure for background processing.



IMG Menu Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (Online) for Product Proposal

Menú IMG Comercial Funciones Básicas Propuesta Dinámica de Producto Actual.Determ.Esquema (Online) P.Propuesta Productos

Transaction Code SM30 (Customizing Object V_TPVSO)


SOrg. DChl Dv SOff. SGrp PPCustProc PPDoPr PPPr

1000 10 10 100 100 A A A00001


3.15.3 Assigning Document Procedure to Sales Document Type

Use

© SAP AG of 96


This activity will assign the document determination procedure for the product proposal to the individual sales document types.



IMG Menu Sales and Distribution Basic Functions Dynamic Product Proposal Assign Document Procedure for Product Proposal to Sales Document Type

Menú IMG Comercial Funciones Básicas Propuesta Dinámica de Producto Asignar Esquema Doc.p.Propuesta Productos a Cl.Doc.Venta

Transaction Code SM30 (Customizing Object V_TVAK_PV)


SaTy Description PP DocProc

QT Quotation A

SO Rush Order A

OR Standard Order A


3.16 Defining Item Category Groups

UseUsing the item category group, you group together different material types for item category determination from the SD view. For every material type, you can define a default item category group which is proposed by the SAP System when you create a material master record.



IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category Groups

Menú IMG Comercial Ventas Documentos de ventas Posición Documentos de Ventas Definir Grupos de Tipos de Posición

Transaction Code SM30 (Customizing Object V_TPTM)


ItCGr Description

YB01 Credit memo

YB02 Ret. Pack. Delivery

© SAP AG of 96


YB03 Returnable packaging

YB09 Standard w/o batch

YBKF Header config.

YBKP Component

YBER Service w/SD-order

YBLE Service w/o Delivery

YBEN Service w/o Project

YBEP Service w/ project

YBOR Stock ord 3rd party (w. SN)

YBNA Stock ord 3rd party (w/o SN)

YBUK Bought-In


3.17 Determining Active Receivables per Item Category

UseThis activity will activate the credit management functionality by sales item category.



IMG Menu Sales and Distribution Basic Functions Credit Management/Risk Management Credit Management/Risk Management Settings Determine Active Receivables Per Item Category

Menú IMG Comercial Funciones Básicas Gestión de Crédito/Gestión de Riesgo Parametriz.Previas P. Gestión de Crédito/Gestión de Riesgo Determinar Crédito Activo por Tipo de Posición

Transaction Code SM30 (Customizing Object V_TVAP_KRE)

2. On the row with ItCa of TAN, select the Credit active checkbox.

3. Choose Save.

3.18 Changing controllable error messages shipping processing

UseThis activity will change the type for a system message processed during the delivery creation.


© SAP AG of 96



IMG Menu n/a

Transaction Code OVM1

2. Change message L VU 013 according to the table below on the Change View “Controllable Error Messages Shipping Processing”: Overview screen.


Type W



ResultMessage 013 has been changed.

4 SD PROCESS CONFIGURATION I

4.1 Sales Order Processing I

4.1.1 Defining Number Ranges for Sales Documents

UseIn this menu option, you define the number intervals of the number ranges for sales documents.



IMG Menu Sales and Distribution Sales Sales Document Header Define Number Ranges for Sales Documents

Menú IMG Comercial Ventas Cabecera de Documentos de Ventas Definir Rangos de Números Para Documentos de Ventas

Transaction Code VN01

2. Choose Change Intervals.

3. Choose Insert Interval, then maintain the following data:

No From number To number Current number Ext

90 R0001 R9999 X

4. Choose Save and then choose Back twice.

4.1.2 Defining Sales Document Types

Use© SAP AG of 96


This activity will define settings for sales document types.



IMG Menu Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types

Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Definir Clases de Documentos de Ventas

Transaction Code VOV8



Sales Document Type

YBRE YBFD

SD document categ. H I

Number range – internal assignment

13 01

Number range – external assignment

14 02

Item number increment

000010 000010

Sub-item increment 000010 000010

Reference mandatory

M

Check division

Check credit limit

Output type BA00 BA00

Item division

Partner deter. proc. TA TA

Read info record X X

Output application V1 V1

Screen Sequence Group

RE RE

Output determ. proc. V10000 V10000

Incompl.proced. 14 13

Transaction Group 0 0

Doc.Pric.Procedure A C

Display Range UALL UALL

© SAP AG of 96


Tax determ. proc. 01 01

FCode for overv. Scr.

UER1 UER1

ProdAttr.messages

Delivery type LR LF

Shipping conditions RE

Delivery-related billing type

Sales Probability 100 100

Version number Component

RE KL

Field select. group NA NA

Order-rel.bill.type

Intercomp.bill.type IG

Billing block

Stat. group for sales doc type

02 01

CndType line items

Billing plan type

Lead time in days 0 0

Paymt guarant. proc. 01

Paymt card plan type 03

Checking group 01

Propose Delivery Date

X X

Activate delivery scheduling

X

Billing request

Subseq.order type KN

4. Choose Save.

5. Choose Back.

4.1.3 Sales Organizations - Assigning Order Type




© SAP AG of 96


IMG Menu Sales and Distribution Sales Sales Documents Sales Documents Header Assign Sales Area To Sales Document Types

Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Asignar Area de Ventas a Clases de Documentos de Ventas

Transaction Code OVAO

2. In the Choose Activity dialog box, choose Combine Sales Organizations.

3. On the Change View: Sales Organizations – Assign Order Type: Overview screen, make the following entries:

Sales Organization Reference Sales Organization

1000 1000

1100 1100


4.1.4 Divisions by Sales Org - Assign Order Type





Menú IMG Comercial Ventas Documentos de Ventas Cabecera de Documentos de Ventas Asignación Area de Venta a Clases de Documentos de Ventas

Transaction Code OVAN

2. In the Choose Activity dialog box, choose Combine Divisions.

3. On the Change View: Divisions by SalesOrg – Assign Order Type”: Overview screen, make the following entries:

Sales Organization Reference Division

1000 10

1000 20

1100 10

1100 20


© SAP AG of 96


4.1.5 Distribution by Sales Org - Assign Order Type






Transaction Code OVAM

2. In the Choose Activity dialog box, choose Combine Distribution Channels.

3. On the Change View: Distribution by Sales Org – Assign Order Type”: Overview screen, make the following entries:

Sales Organization Reference Distribution Channel

1000 10

1000 20

1000 30

1100 10

1100 20

1100 30


4.1.6 Assigning Sales Area to Sales Document Types

Use

In this menu option, you allocate the allowed order types to each sales area.




© SAP AG of 96

sapevent:DOCU_LINK%5CGL:order_type



Transaction Code SM30 (Customizing Object V_TVAKZ)

2. In the Choose Activity dialog box, choose Assign sales order types permitted for sales areas.

3. On the Change View: Sales Documents. Allowed Order Types per Sales Org.: Overview screen, choose New Entries and make the following entries:

Reference Sales Organization

Reference Distribution Channel

Reference Division Sales Document Type

1000 10 10 QT

1000 10 10 CR

1000 10 10 DR

1000 10 10 RK

1000 10 10 OR

1000 10 10 AF

1000 10 10 KB

1000 10 10 KE

1000 10 10 KR

1000 10 10 CQ

1100 10 10 QT

1100 10 10 CR

1100 10 10 DR

1100 10 10 RK

1100 10 10 OR

1100 10 10 AF

1100 10 10 KB

1100 10 10 KE

1100 10 10 KR

1100 10 10 CQ


4.1.7 Assigning Sales Area to Credit Control Area

UseThis activity will assign a sales area to a credit control area.


© SAP AG of 96



IMG Menu Enterprise Structure Assignment Sales and Distribution Assign sales area to credit control area

Menú IMG Estructura de la Empresa Asignación Comercial Asignar Área de ventas a Área de Control de Créditos

Transaction Code SM30 (Customizing Object V_TVTA_KKB)

2. On the Change View “Sales Area: Allocation to Credit Control Area”: Overview screen make the following entries in row CCAr:

SOrg. DChl DV CCAr

1000 10 10 1000

1000 10 10 1000

1000 30 10 1000

1000 30 10 1000

1100 10 10 1000

1100 10 10 1000

1100 30 10 1000

1100 30 10 1000

3. Choose Save.

4.1.8 Defining Commodity Codes / Import Code Numbers By Country

UseThis activity will define commodity / import codes by country.

Procedure



IMG Menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Commodity Codes / Import Code Numbers By Country

Menú IMG Comercial Comercio Exterior/Aduana Datos Básicos Para El Comercio Exterior Determinar Números Estad.de Mcias/núm.Cód.Import.por País

Transaction Code SM30 (Customizing Object V_T604)

© SAP AG of 96




Country key Comm./imp.code.no Description

MX 22030010 BP-DE

4. Choose Save.

4.1.9 Defining Customs OfficesUseThis activity will define customs offices.



IMG Menu Sales and Distribution Foreign Trade/Customs Transportation Data Define Customs Offices

Menú IMG Comercial Comercio Exterior/Aduana Datos de Transporte Definir Puestos Aduaneros




Country Key Customs office Description

MX 0001 México DF

4. Choose Save.

4.1.10 Defining Modes of Transport

UseThis activity will define modes of transport.



IMG Menu Sales and Distribution Foreign Trade/Customs Transportation Data Define Modes Of Transport

Menú IMG Comercial Comercio Exterior/Aduana Datos de Transporte Definir Modos de Transporte


© SAP AG of 96




Country Key Mode of Transport - Border Description

MX 1 Air

MX 2 Road

MX 3 Sea

MX 4 Rail

MX 5 Mail

4. Choose Save.

4.1.11 Defining Business Transaction Types and Default Value

UseThis activity will define business transaction types and assign default values to sales item categories.



IMG Menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Business Transaction Types And Default Value

Menú IMG Comercial Comercio Exterior/Aduana Datos Básicos para el Comercio Exterior Definir Clases Operación Comerc. Y Fijar Valor Propuesto.

Transaction Code SM30 (Customizing Objects V_T605)

2. Double-click Define Business Types.



Country Key

Business Transaction Type

Description Long Text (must be split onto three rows)

MX 11 Final Purchase/Sale

Business transactions with transfer of ownership (actual or intended) and with compensation (financial or otherwise)

5. Choose Save.

4.1.12 Proposal for Business Transaction Type in Export

Use

© SAP AG of 96


This activity will define business transaction types and assign default values to sales item categories.



IMG Menu Sales and Distribution Foreign Trade/Customs Basic Data for Foreign Trade Define Business Transaction Types And Default Value

Menú IMG Comercial Comercio Exterior/Aduana Datos Básicos para el Comercio Exterior Definir Clases Operación Comerc. Y Fijar Valor Propuesto.

Transaction Code SM30 (Customizing Objects V_T605Z)

2. Double-click Define Default Business Type (SD).



Country Key Sales Org Distrib Channel Item category Bus.transaction type

MX 1000 10 TAN 11

MX 1100 10 TAN 11

5. Choose Save.

6. Choose Back twice.

4.1.13 Defining Relevant Item Categories

UseThis activity will mark item categories relevant for picking.



IMG Menu Logistics Execution Shipping Picking Define Relevant Item Categories

Menú IMG Logistics Execution Expedición Picking Establecer Tipos de Posiciones Relevantes

Transaction Code SM30 (Customizing Object V_TVLP_KOM)

© SAP AG of 96


2. For the row with the ItCa of TAC, select the Relevant for Picking checkbox.

3. Choose Save.

4.1.14 Defining Incompleteness Procedures

UseThis activity will define Incompleteness Procedures.



IMG Menu Sales and Distribution Basic Functions Log of Incomplete Items Define Incompleteness Procedures

Menú IMG Comercial Funciones Básicas Datos Incompletos Definir Esquemas de Datos Incompletos

Transaction Code OVA2

2. Select the row with Group H and then double-click Procedures.

3. Choose Display Change.



Field Name Description User action and values Note

InProc Y1

Description Min.delivery item

6. Choose Save.

7. Select the Y1 row and then double-click Fields.



Tables Field name Processing sequence of incompletion log

Screen Status Group

V50UC BTREF 0000 CHSP_T D8

V50UC OVPIK 0000 PIOV_T D8

10. Choose Save.

4.1.15 Assigning Incompleteness Procedures

UseThis activity will assign incompleteness procedures to delivery item categories.


© SAP AG of 96



IMG Menu Logistics Execution Shipping Basic Shipping Functions Incompletion Control for Deliveries Assign Incompleteness Procedures

Menú IMG Logistics Execution Expedición Bases Control de Datos Incompletos para Entregas Asignar Esquemas de Datos Incompletos


2. Double-click Assign incompletion forms to the delivery item types.



Item category Incompletion procedure

DLP Y1

5. Choose Save.

4.1.16 Foreign Trade Data in MM and SD Documents

UseThis activity will control foreign trade data in MM and SD documents.



IMG Menu Sales and Distribution Foreign Trade/Customs Control Foreign Trade Data in MM and SD Documents Foreign Trade Data in MM and SD Documents

Menú IMG Comercial Comercio Exterior/Aduana Ctrl.Dat.Comercio Exterior en Doc. MM y SD Datos de Comercio Exterior en Documentos MM y SD

Transaction Code VI49



Country key Export/Import

MX 2 – Dispatch/Export

4. Choose Save.

4.1.17 Defining and Assigning Text Determination Procedures

UseThe text types of a text object are grouped together in text determination procedures. You assign a text determination procedure using certain keys, for example, account group customer or sales document type.

© SAP AG of 96




IMG Menu Sales and Distribution Basic Functions Text Control Define and Assign Text Determination Procedures

Menú IMG Comercial Funciones Básicas Control de Texto Definir y Asignar Esquemas para Textos

Transaction Code VOTXN

2. In the Text object panel, select Header radio under Delivery and choose Change.

3. In the Dialog Structure pane, double-click Text procedure assignment.

4. In the RL row, make the following entries:

Delivery typ TextDetermProcedure Description

RL 02 Returns (Pur.Ord.)

5. Choose Save.


7. In the Text object pane, select Item radio under Delivery and choose Change.

8. In the Dialog Structure pane, double-click Text procedure assignment.

9. In the RLN row, make the following entries:

Item category TextDetermProcedure Description

RLN 02 Returns order

10. Choose Save.


4.1.18 Assigning Material Determination Procedures to Sales Document Types

Use This activity will assign material determination procedures to sales document types.



IMG Menu Sales and Distribution Basic Functions Material Determination Assign Procedures To Sales Document Types

Menú IMG Comercial Funciones Básicas Determinación de Material Asignar Esquemas a Clases de Documentos de Ventas

Transaction Code OV14

© SAP AG of 96


2. For sales document type OR, enter the material determination procedure A00001.

3. Choose Save.

ResultThe material determination procedure is assigned.

4.2 Down Payment Configuration

4.2.1 Defining Billing Plan Types

UseThis activity will define a billing type for milestone billing.



IMG Menu Sales and Distribution Billing Billing Plan Define Billing Plan Types

Menú IMG Comercial Facturación Plan de Facturación Definir Clase de Plan de Facturación

Transaction Code OVBO

2. On the Choose Activity screen choose Maintain billing plan types for milestone billing.



Billing Plan Type

Billing plan categ

Rule in billing plan invoice

Lenght stand. per. bill

Start Date

Date Category

Online Order

FCode-OvervScrn

Y1 0 1 000 01 04 X 0003

5. Choose Save.

4.2.2 Date category

UseIn this activity you maintain date categories for the billing plan types.



IMG Menu Sales and Distribution Billing Billing Plan Define and Assign Date Categories

Menú IMG Comercial Facturación Plan de Facturación Definir y Asignar Categoría de Fecha

© SAP AG of 96


Transaction Code OVBJ

2. On the Choose Activity screen choose Maintain Date Category for Billing Plan Type.



Billing Plan Type

Date Category

Text Date descript.

Text Billing Rule

ID for adopting billing/invoice date

Length of a standard period in the billi

Billing Block

Billing Type

Y1 01 Milestone billing

0003 Contract Conclusion

1 000 02

Y1 02 Closing Invoice

0008 Closing Invoice

3 0000 02

Y1 03 Down payment request (proc.)

0009 Down Payment

4 0 0000 02 FAZ

Y1 04 Down payment request (amount)

0009 Down payment

5 0 0000 02 FAZ

5. Choose Save.

4.2.3 Defining and Assigning Item Category YBAO

UseThis activity will define and assign item category YBAO



IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories

Menú IMG Comercial Ventas Documentos de Ventas Posición Documento Ventas Definir Tipos de Posición


© SAP AG of 96




Item category YBAO Milestone-Bill.Plan

Billing Relevance I

Billing Plan Type 01

Pricing X

Business item Selected

Sched.Line Allowed Selected

Wght/Vol.Relevant Selected

Determine Cost Selected

Incompletion procedure 20

PartnerDetermProced N

TextDetermProcedure 01

Item Cat.Stats.Group 1

Screen Seq.Grp N

4. Choose Save.

5. Choose Back.


IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories

Menú IMG Comercial Ventas Documentos de ventas Posición documento ventas Asignar tipos de posición




Sales doc type OR

Item cat. Group NORM

Item category TAN

Manual item cat TAP

Manual item cat TAQ

Manual item cat TANN

Manual item cat TAW

Manual item cat DSI

Manual item cat TAO

Manual item cat YBAO

© SAP AG of 96


9. Choose Save.

10. Choose Back.

4.3 Defining Item Categories for Deliveries

UseIn this menu option you define your item categories for deliveries.



IMG Menu Logistic Execution Shipping Deliveries Define Item Categories for Deliveries

Menú IMG Logistics Execution Expedición Entregas Definir Tipos de Posición para Entregas

Transaction Code 0VLP



Item Category

Doc.Categ. Group of doc.items for screen sequence

TextDetermProcedure

Mat.no.’0’allowed

ItemCat.stat.group

YBAO J N 02 1

Check quantity 0

Check minimum qty

Check overdelivery

Incompletion Procedure

Relevant for picking

StLocation required

A L1 X X

Determine StLoc

Auto Batch Determination

X X

4. Choose Save.

4.4 Assigning Item Categories

UseThis activity will assign item categories to sales documents.


© SAP AG of 96




Menú IMG Comercial Ventas Documentos de Ventas Posición Documentos de Ventas Asignar Tipos de Posición




Sales Document Type

Item Category Group

Default Item Category

Manual Item category







OR NORM TAN TAP TAQ TANN TAW DSI TAO YBAO

4. Choose Save.

4.5 Copying Control: Sales Document to Billing Document

UseThis activity will define copying control logic from Sales Document types to Billing Types.



IMG Menu Sales and Distribution Billing Billing Documents Maintain Copying Control for Billing Documents Copying Control: Sales Document to Billing Document

Menú IMG Comercial Facturación Documentos de Facturación Actualizar Control de Copia para Facturas:: Control de Copia: Documento de Venta a Factura

Transaction Code VTFA

2. On the Display View Header: Overview screen, choose Display <> Change.

3. Select a combination of target billing type and source sales document type.

4. In the Dialog Structure screen area, double-click Item.



Target Billing Type

Source Sales Doc Type

Item Category

Copying requirements

Data VBRK/VBRP

Data transfer KOMV

Data transfer VBRK

Billing quan

Pos./neg. quantity

Copy control: from delivery type

Pricing type

F1 YBAO 004 001 000 000 B + LF C

© SAP AG of 96


F2 TSA YBAO 023 000 000 000 A + G

F5 AA YBAO 008 000 000 000 C G

F5 OR YBAO 008 000 000 000 C G

F5 TAV YBAO 008 000 000 000 C G

F5 TSA YBAO 008 000 000 000 C G

FAZ OR YBAO 020 000 000 000 A + G

FAZ TAV YBAO 020 000 000 000 A + G

FAZ TSA YBAO 020 000 000 000 A + G

F1 AA YBAO 002 001 000 000 C + C

F1 OR YBAO 002 001 000 000 C + C

F1 TAV YBAO 002 001 000 000 C + C

F1 TSA YBAO 002 001 000 000 C + C

F2 YBAO 004 001 000 000 B + LF G

F2 AA YBAO 002 000 000 000 A + G

F2 OR YBAO 023 000 000 000 A + K

F2 TAV YBAO 023 000 000 000 A + K

7. Choose Save.

8. Choose Back.

4.6 Specifying Copy Controls for Deliveries

UseThis activity will copy controls.



IMG Menu Logistics Execution Shipping Copying Control Specify Copy Control for Deliveries

Menú IMG Logistics Execution → Expedición → Control de Copia → Fijar Control de Copia para Entregas

Transaction Code VTLA

© SAP AG of 96


2. On the Display View Header: Overview screen, choose Display <> Change.

3. Select the required combinations of source sales document type and delivery type. Double-click Item in the Dialog Structure pane.



Sales Doc Type

Delivery Type

ItemCat Order requirements

Item Data

Item Ext. System

Business Data

Update doc flow

+/-

OR JF YBAO 101 101 000 002 X +

AA LF YBAO 101 101 000 002 X +

CH LF YBAO 101 101 000 002 X +

OR LF YBAO 101 101 000 002 X +

TAV LF YBAO 101 101 000 002 X +

TSA LF YBAO 101 101 000 002 X +

6. Choose Save.

7. Choose Back.

Result Controls are copied.

4.7 Determination of requirement types using transaction

UseIn this activity you determine the relation between item category and requirement type.



IMG Menu Logistic Executions Shipping Basic Shipping Functions Availability Check and Transfer of Requirements Transfer of Requirements Determination of Requirement Types using Transaction

Menú IMG Logistic Executions Expedición Bases Verificación de Disponibilidad y Transf, de Necesidades Transferencia de Necesidades Determinación de Clase de Necesidades Mediante la Operación

Transaction Code SM30 (Customizing Object V_TVEPZ_V)

2. On the Change View “Assignment of Requirement Types to Transaction”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, enter the values shown below.

© SAP AG of 96


Field Name Description User action and values Comment

Item category YBAO

MRP Tpye

Reqmts type KE

Source 0

4. Save your settings.

5. Choose Back (F3) twice.

4.8 Defining Delivery Item Category

Use This activity will define the delivery item category YBAO.



IMG Menu Logistics Execution Shipping Deliveries Define Item Categories for Deliveries

Menú IMG Logistics Execution → Expedición → Entregas → Definir Tipos de Posición para Entregas

Transaction Code OVLP



Field Name Description User action and values

Comment

Item Category YBAO

Document cat J Delivery

Mat.no.’0’ allowed X

ItemCat.stat.group 1

Check quantity 0 A Note about the situation

Check minimum qty A Note about the situation

Check overdelivery A Note about the situation

Relevant for picking Selected

StLocation required

Determine SLoc Selected

AutoBatchDeterm

Incompletion Proc. fos sales doc L1

© SAP AG of 96


Field Name Description User action and values

Comment

Field Selection for item 0000

Group of doc.items for screen sequence

N

Text determination proc. 02

4. Choose Save.

5. Choose Back.

Result The delivery item category is defined.

4.8 SIS Configuration

4.8.1 SIS Header Configuration

UseThis activity will make the necessary settings at the header level for Sales Information System settings



IMG Menu Logistics – General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Sales Update Group Assign Update Group at Header Level

Menú IMG Logística en General Sistema de Información para Logística (SIL) Data Warehouse de Logística Actualización Control de Actualización Parametrizaciones Comercial Grupos de Actualización Asignar Grupo Actualización en Nivel de Cabecera

Transaction Code OVRO



Field Name User action and values

Sales Org 1000

Dist Channel 10

Division 10

Customer Stats Group 1

StatGrpSales Doc 01

© SAP AG of 96



Update Group 000001

4. Choose Save.

5. Choose Back.

6. Repeat steps 2 to 5, using a StatGrpSalesDoc of 02 and an Update Group of 000002.

4.8.2 SIS Item Configuration

UseIn this activity, you make all the necessary settings at item level for the Sales Information System.



IMG Menu Logistics General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Sales Update Group Assign Update Group at Item Level

Menú IMG Logística en General Sistema de Información para Logística (SIL) Data Warehouse de Logística Actualización Control de Actualización Parametrizaciones Comercial Grupos de Actualización Asignar Grupo Actualización en Nivel de Posición

Transaction Code OVRP




Sales Org 1000

Dist Channel 10

Division 10

Customer Stats Group 1

CustGroupMaterial 1

StatGrpSales Doc 01

StatGrpDocumentItm 01

Update Group 000001

4. Choose Save.

5. Choose Back.

6. Repeat steps 2 to 5, using the following data:

Field Name One Two Three

Sales Org 1000 1000 1000

© SAP AG of 96


Field Name One Two Three

Dist Channel 10 10 10

Division 10 10 10

Customer Stats Group 1 1 1

CustGroupMaterial 1 1 1

StatGrpSales Doc 01 02 02

StatGrpDocumentItm 02 01 02

Update Group 000002 000001 000002

4.8.3 Activating SIS Info Structures

UseIn this activity, you activate the Sales Info Structures.



IMG Menu Logistics General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Activate Update

Menú IMG Logística en General Sistema de Información para Logística (SIL) Data Warehouse de Logística Actualización Control de Actualización Activar Actualización

Transaction Code OMO1

2. In the Choose Activity dialog box, double-click Sales and Distribution.

3. Double-click on Info Structure S001.

4. In the Parameters dialog box, make the following entries:


InfoStrc S001

Period split P

Fiscal year variant K4

Updating 2

5. Choose Continue.

6. Repeat steps 3 to 5, using the following data:

Field Name S003 S004

InfoStrc S003 S004

Period split P P

Fiscal year variant K4 K4

© SAP AG of 96


Field Name S003 S004

Updating 2 2

7. Choose Save.

8. Choose Back.

4.9 LE Output Control

4.9.1 Maintaining output determination procedures for outbound deliveries

UseThis activity defines output determination procedures for documents.



IMG Menu Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Determination Procedure

Menú IMG Logistics Execution → Expedición → Bases → Control de mensajes → Determinación de mensaje → Actualizar determinación de mensajes p. suministros → Actualizar esquema para mensajes


2. Highlight the row containing V10000 Header Output and then double-click Control data.

3. Choose New Entries, and maintain the following data:

Step Cntr Ctyp Requirement

010 01 LD00 001

030 00 WMTA 032

050 01 YBL1 001


4.9.2 Maintaining Output Determination Procedure for Shipping Units - Control

UseIn this activity, you maintain the output determination procedure for shipping units.


© SAP AG of 96



IMG Menu Logistics General Handling Unit Management Output Maintain Output Determination for Handling Units Maintain Output Determination Procedure

Menú IMG Logistica en General Gestion de Unidades de Manipulación Mensajes Actualizar Determ.Mensajes p.un. Manipulación Actualizar Esquema para Mensajes




Procedure 000001

Descript. Standard

3. Choose Save.

4. Highlight the row you just created and then double-click Control Data.


Step Cntr Ctyp Requirement

10 30 MALB 000


5 SD Process Configuration II

5.1 Sales Document Processing II

5.1.1 Maintaining Copy Control for Sales Documents (QT)

UseIn this activity, you maintain the copy control for sales document type QT.



IMG Menu Sales and Distribution Sales Maintain Copy Control for Sales Documents

Menú IMG Comercial Ventas Actualizar Control de Copia para Documentos de Ventas

Transaction Code VTAA

© SAP AG of 96


2. Double-click Copying Control: Sales Document to Sales Document.

3. Choose Display Change.



Target SalesDocType QT

From SalesDocType QT

Copying requirements 001

Data transfer VBAK 051

Data transfer VBKD 101

Data transfer VBPA 001

Copy Item Number X

6. Choose Save.

7. Choose Back.

8. Select the row you just created and then in the Dialog Structure panel, double-click Item.



Target SalesDocType QT QT QT QT QT QT

From SalesDocType AF AF AF AF AF QT

ItemCatProposal AGC AGN AGNN AGN

Item Category AFC AFN AFNN AFTX AFX AGN

Copying Reqmts 301 301 301 301 301 301

Data Xfer VBAP 151 151 151 151 151 151

Data Xfer VBKD 102 102 102 102 102 102

Data Xfer VBPA 002 002 002 002 002 002

Data Xfer FPLA 251 251 251 251 251 251

Copy Sched Lines X X X X X

Update Doc Flow X X X X X X

Pos./neg. quantity + + + + + +

Pricing type B B D D B D

11. Choose Save.


13. Select the row you just created and then in the Dialog Structure pane, double-click Schedule Line.



SchdLneCatProposal BN

© SAP AG of 96


Sched.Line Cat. BN

DataT 201

Copying Requirements 501

16. Choose Save.

17. Choose Back.

18. Repeat these steps for the following information:

Target SalesDocType QT

From SalesDocType QT

Data transfer VBAK 000

Data transfer VBKD 000

Data transfer VBPA 000

Pos./neg. quantity +

5.1.2 Assigning Item Categories

UseThis activity will assign item categories to sales documents.




Menú IMG Comercial Ventas Documentos de Ventas Posición Documento Ventas Asignar Tipos de Posición




Sales Document Type

Item Category Group

Default Item Category








OR NORM TAN TAP TAQ TANN TAW DSI TAO YBAO

AF YBNA AFN

4. Choose Save.

© SAP AG of 96


5.1.3 Defining Item Categories

UseThis activity will define item categories.



IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories

Menú IMG Comercial Ventas Documentos de Ventas Posicion Documentos Ventas Definir Tipos de Posición

Transaction Code VOV7



Item category

Billing Relevance

Billing Plan Type

Pricing

Business item

Sched.Line Allowed

Wght/Vol.Relevant

Activity category for controlling of tec

IncompletionProced

Item Cat Stats Group

Determine Cost

Partner DetermProced

Text DetermProcedure

Credit active

Screen Seq.Grp

Special Stock

YB1 B X X X X 28 T 01 X N

YB2 F X X X X 28 X T 01 X N

YB01 X X N N

YB05 X X X X 20 X N 01 N

YBAB A X X X X 28 01 X T 01 N E

YBAO I Y1X X X X X 20 01 X N 01 N

Item category Description

YB1 3rd Party with SN

YB2 3rd Party w/o SN

YB01 Ret. Packaging del.

YBAB Bought-In Item

4. Choose Save.

5. Choose Back.

© SAP AG of 96


5.1.4 Setting up Partner Determination Procedure Assignment for Item categories

Use

In this activity, you define the rules that should be used to perform automatic partner determination.



IMG Menu Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination

Menú IMG Comercial → Funciones Básicas → Determinación de Interlocutor → Parametrizar Determinación de Interlocutor

Transaction Code SM34 (Customizing Object VC_TPAR_VP)

2. On the Choose Activity screen choose Set Up Partner Determination for Sales Document Item.

3. On the Change View “Partner Determination Procedures”: Overview screen select N (Standard item).

4. From the dialog structure on the left of the screen, choose Partner Determination Procedure Assignment.

5. Make the following assignments:

Item category Description

YB1 T

YB2 T

YB01 N

YB05 N

YBAB T

5.1.5 Maintaining Item Category Assign Text Determination Procedure

Use In this activity, you assign the text determination procedure to item categories.



IMG Menu Sales and Distribution Basic Functions Text Control Define and Assign Text Determination Procedures

© SAP AG of 96


Menú IMG Comercial Funciones Básicas Control de Texto Definir y Asignar Esuqemas para Textos

Transaction Code VOTXN

2. On the Customizing Text Determination screen, select Sales Document – Item and choose Change.

3. From the dialog structure on the left of the screen, choose Text procedure assignment.

4. Make the following assignments.

Item category TextDetermProcedure

YB1 01

YB2 01

YB01

YB05 01

YBAB 01

5. Choose Save.

Result The text determination procedure is assigned.

5.1.6 Assigning Incompleteness Procedures

Use In this activity, you assign incompleteness procedures to item categories.



IMG Menu Sales and Distribution Basic Functions Log of incomplete item Assign Incompleteness Procedures

Menú IMG Comercial Funciones Básicas Datos incompletos → Asignar Esquemas de datos incompletos

Transaction Code VUP2

2. On the Choose Activity screen choose Assign procedures to the item categories.

3. Make the following assignments.


YB1 28

YB2 28

YB01

YB05 20

© SAP AG of 96



YBAB 28

5.1.7 Maintaining Copying Control Delivery Document to Billing Document

UseIn this activity you specify copy controls.

Procedure1. Access the activity using one of the following navigation options:

IMG Menu Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing Documents

Menú IMG Comercial Facturación Documentos de facturación Actualizar control de copia para facturas

Transaction Code VTFL

2. Choose Copying Control: Delivery document to billing document in the dialog box Choose Activity.

3. On the Change View: “Header”: Overview screen, mark the relevant lines with billing type and delivery type in the dialog box Header.


Target Bill TypeFrom Delivery Type

Assignment Number

Reference Number

Copying requirements

Copy item number

F2 LF 003 X

F8 LF 009 X

5. Select the relevant combinations and double click on Item in the Dialog Structure.

6. On the Change View “Item”: Overview screen make the following entries:

Target Bill Type y

From Delivery Type

Item Category

Bill Qty VBRK/VBRP

Pricing type

Copying Requirements

Pos./Neg. quantity

F2 LF TAN G 001 G 004 +

F2 LF TANN G 001 G 004 +

F2 LF TAQ G 001 G 004 +

F8 LF TANN D 000 G 001

F8 LF TAQ D 000 G 001

© SAP AG of 96


Note that the Billing quantity is set to G (Cumulative batch quantity minus invoiced quantity) to allow the billing of batch split items.

7. Save your settings.

6 Creating Master Data

6.1 Creating Output Tax Record (MWST)

UseThe purpose of this activity is to create the output tax record. You need this output tax record to create a sales order in SD and post the subsequent invoice to FI.



SAP Menu Logistics Materials Management Purchasing Master Data Subsequent Settlement Vendor Rebate Arrangements Environment Condition/Arrangement Conditions: Sales Prices Other Create

Menu Sap Logistica Gestión de Materiales Compras Datos Maestros Liquidación posterior Acuerdos con proveedor Entorno Condición/Acuerdo Condiciones Venta Precios Otros Crear

Transaction Code VK11

2. Enter MWST in the field Condition type.

3. Choose Enter.

4. Select Domestic Taxes in the Key Combination dialog box.

5. Choose Enter.

6. On the Create Output Tax Condition (MWST): Fast entry screen enter MX in the Country field and make the following entries:

TaxCI1Cust TaxCI.Mat Amount Tax Code

1 1 0 A0

1 0 0 A0

1 2 0 A0

0 2 7 A2

0 1 19 A1

0 0 7 A2

7. Choose Save.

© SAP AG of 96


8. The system issues the message Conditions records saved.

ResultThe tax codes are now available.

7 AppendixDeletion of standard customizing:

We do not recommend the deletion of standard customizing (for example Order Types).

The attached Excel File provides an overview of the most important SD customizing settings used in SAP Best Practices. Never delete any of these settings. Deleting of other settings happens at your own risk.

© SAP AG of 96

Configuracion SD en MX 600

Documents

Transcript of Configuracion SD en MX 600