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SAP SD IMP NOTES
ENTERPRISE STRCTURE
CLIENT (Company)-A client is a self-contained technical unit. A client can be considered to be a
synonym for group.
Company Code
• A complete Accounting unit can be representing as the smallest organizational unit of external
accounting.
• At Company Code level we create
(cid:190) Balance sheet required by law
(cid:190) Profit and Loss statement.
• Each company code represents an independent accounting unit. Several company codes can use
the same chart of account.
Assignment
(cid:190) Company code to company
(cid:190) Company code to Credit control area
(cid:190) Company code to Controlling area
(cid:190) Company code to financial management area
• (An FM Area is organizational unit which Plans, Controls and Monitors funds and commitment
budgets)
(cid:190) Controlling area to financial management area
(cid:190) Controlling area to Operating Concern.
Sales Organization
• The highest-level of organizational unit in SD is Sales Organization.
• Responsible for Distributing goods and services, Negociation sales conditions, Product liability
and other customer rights of recourse.
• Sales organization is also used to take for example a regional, national or international.
• A sales organization assigned to a company code.
Distribution Channel
• Distribution Channel represents strategies to distribute goods and services to customer.
• DC is assigned to a sales organization. The assignment is not unique.
• You can share Customer, Material and Condition master data by maintaining a
reference/common DC.
Division
• A Division is used to group material and services. A material can have only one Division.
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SAP SD IMP NOTES
• We can make Customer- specific agreements for each Division, for example regarding partial
deliveries or pricing within Division. (In CMIR)
• You can share Customer and Condition master data by maintaining a reference/common
Division.
• A Division is assigned to a sales organization. The assignment is not unique.
• You can use cross division to enter multiple materials with various divisions in a sales order.
• You can choose division specific sales, it is controlled by customizing for sales document type.
Sales area
• A Sales area is a combination of a Sales organization, DC and Division. It defines the
Distribution channel of a Sales organization uses to sell products of certain Division
• By defining and assigning Sales Organization, DC and division a Sales area not automatically
formed, you have to set up a sales area.
• A sales area can belong to only one company code. Assigning the sales organization to
company code creates this relationship.
• Each sales and distribution document is assigned to exactly one sales area. This assignment cannot
be changed.
• Various master data depending on the sales area, for example customer master data, material
master data, price and discount. This system also carries out a number of checks concerning the
validity of certain entries according to the sales Area.
• Sales area assigned to Credit Control Area.
• Sales office assigned to Sales Area
• Sales group assigned to Sales office.
• Employee of a sales office can be assigned to sales group.
Business area
• The Business Area is a separate business unit for which internal reporting can be carried
out. A company code may be divided into multiple business areas. A business area may also be
shared by several company codes.
• Business area is not limited by company codes. For this reason, the business areas in all company
codes must have the same description. Using organizational unit is optional.
• Business area can be used to prepare balance sheets and profit and loss statements not only for
company code, but also for other internal areas (E.g., division-related).
• The relevant business area is determined for each order item according to defined rule.
• Rules for Business area determination
(cid:190) Business Area assignment by Plant and Item division.
(cid:190) Business Area assignment by sales area.
(cid:190) Business Area assignment by Sales Organization and D.C, Item Division.
Plant
• The Plant is a location where material is kept. Represent a production facilities or Material
requirement planning in the System. In sales and Distribution, A Plant represents the location
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SAP SD IMP NOTES
from which Materials and Services are distributed and corresponds to a distribution center. The
relevant material stocks kept here.
• A Plant assigned to a company code.
• Inventory valuation is done either at company code level or Plant level, however the stock is
managed at Storage location level.
• A Delivering plant assigned to Combination of Sales organization and Distribution channel.
• Delivering Plant Determination in sales Document according to following step
1. CMIR
2. Customer Master-Ship to Party (Sales area- shipping tab page)
3. Material Master- Sales Org. 1 View.
(cid:153) CMIR has precedence over customer and material master.
• A plant is essential for determine the Shipping Point.
• In absence of a Delivering plant determination there can be no automatic determining of shipping
point or automatic tax determination, no availability check can be carried out and no outbound
delivery can be set up.
Shipping Point
• Shipping Point highest organizational unit in Shipping. A shipping point is under client level.
• A shipping point assigned to a Plant. A Shipping point can be assigned to multiple plants.
Various Shipping point can be assigned to same plant.
• The Shipping point can be a loading ramp, a mail depot or a rail depot. It can also be a group of
employees responsible only for organizing urgent deliveries.
• The shipping point is responsible for processing shipping. Each Outbound Delivery is processed
by exactly one shipping point.
• The shipping point is normally determined automatically (At item level) for each item in the sales
document. The automatic default value can be later changed manually in sales order if we have
planned for a different shipping point. We can change shipping point in delivery document only at
initial create screen before saving the delivery document.
• Shipping point determination based on these combinations.
(cid:190) Delivering Plant
(cid:190) Shipping condition- Sales document type OR Customer master data-Sold to Party
(Shipping Tab Page)
(cid:190) Loading group-Material master data (Sales: Gen/plant)
(cid:153) Shipping condition from sales document type has precedence over that from customer master.
Warehouse
• Warehouse having following organizational units for efficient processing of goods receipt and
goods issue.
(cid:153) Warehouse Number: The entire warehouse structure is managed under one warehouse
Number. This number represents the warehouse complex.
(cid:190) Warehouse Number assigned to a combination of Plant and storage location.
(cid:190) You can group Transfer Order based on warehouse number.
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SAP SD IMP NOTES
(cid:153) Storage Type: The different warehouse areas, which differ with respect to their organizational
and technical features, are defined as storage types (for example-high-rack warehouse with
random storage, picking warehouse with fixed bins, or shipping area).
(cid:153) Picking area: Below the storage Type level, The Picking area group together storage bins from
a picking point of view.
(cid:190) A delivery can be split up into different picking areas to make parallel picking
possible.
(cid:153) Staging area: The staging area is a part of the warehouse where goods are stored immediately
after unloading or shortly before loading.
(cid:153) Door: A Door can be used for both the inbound and outbound delivery of goods.
(Door determination takes place at the delivery header level. Staging area determination can take place at the delivery
header level and item level. Different staging area at the delivery item level lead to a transfer order split because the
staging area is a header level in the Transfer Order.)
• The connection of the organizational unit in the warehouse to MM Inventory Management results
from The Assignment of Warehouse No. To a combination of plant and storage location.
• You can Group Transfer order based on the warehouse number.
MASTER DATA
Customer master data, Customer material information record, material master data, Condition
master, Common master, Additional master data
Customer master Data
• The Customer Master data divided in following categories.
(cid:214) General Data: store centrally-Client specific, valid for all organizational Units.
(cid:214) Sales Area data:
(cid:214) Company Code data
• It includes all necessary data for processing Order, Deliveries, invoices and Cust. Payment.
(cid:214) General data having on following tab
(cid:190) Address: Name, Address, and Language.
(cid:190) Control Data: Tax Information
(cid:190) Payment Transaction: Bank Details
(cid:190) Marketing: Industry, Customer Classification
(cid:190) Unloading Point: goods receiving Hours
(cid:190) Export Data: Data for export control
(cid:190) Contact Person: Address of business partner
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SAP SD IMP NOTES
(cid:214) Sales Area data having following tab pages.
(cid:190) Sales: Sales office, sales district, currency, customer group, Customer pricing procedure,
Price list.
(cid:190) Shipping: Delivery, Shipping condition, Delivery Plant, POD Relevance, Partial delivery-
Check Complete delivery by law, Transportation Zone.
(cid:190) Billing: Incoterm, Term of payment, Credit control area, Account Assignment Group, Tax.
(cid:190) Partner Function: (Can different or Identical) Sold to Party, Ship to Party, Bill to Party,
Payer
Company Code data having on following tab
(cid:214)
(cid:190) Account management: Reconciliation account
(cid:190) Payment transaction: Payment method
(cid:190) Correspondence: Dunning Procedure, Accounting clerk
(cid:190) Insurance: Amount Insured
• Any changes in the customer master do not get reflected in documents created prior to the change
except for ADDRESS.
• Sales organization has to maintain own relevant sales area data if they sell product to customer
those belong to different sales organization.
• We can maintain the INCOTERM in customer master record in various ways, depending on the
sales area data.
• Account group controls customer master.
• Master data proposal in sales document-
(cid:190) Delivery date and tax information- From Ship to Party master record
(cid:190) Payment terms, Credit limit check- From Payer master record
(cid:190) Address to which invoiced to sent- From Bill to Party master record
(cid:190) Shipping conditions, Pricing, incoterms-From Sold to Party
Customer material information record
• Cross reference from your customer’s material no. to your material and customer material
description. By this sales order can be placed with the customer’s material no. by using Ordering tab
page
• It keeps information about Delivering plant, Customer material no., and Delivery agreement-
Complete/Partial
Material master data
(cid:190) Basic data 1 (valid all module area)-Old Material no., Division, Matererial group, Matererial
group packaging material, Base unit of measure, General item category group
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SAP SD IMP NOTES
(cid:190) Sales: sales org. 1: Delivering Plant, Material Group, Division, Condition, Tax data, Cash
discount, Minimum Order quantity, Minimum Delivery Quantity
(cid:190) Sales: sales org. 2: Material group, Bonus Group, Product hierarchy, General item category group,
Item category group, Product attribute
(cid:190) Sales: Gen/Plant data: Availability Check, Transportation group, loading group, Batch
Management, Matererial group packaging material, Serial no. Profile
(cid:190) MRP 3: Availability Check
(cid:190) Plant/data storage 1: Batch management, Storage condition
(cid:190) Plant/data storage 2: Serial no. Profile
(cid:190) Foreign trade: Export: Export/ import group, Region of origin
(cid:190) Sales Text: Item text for sale
• Material Master is controlled by Material Type
TAB PAGES FOR SALES DOCUMENT
Initial screen- Create with reference, Sales, Item Overview, ordering Party.
Create with reference- inquiry, Quotation, Order, Contract, Scheduling agreement, Billing Doc.
Overview screen- Sales, item Overview, Item details, Ordering Party, procurement, Shipping,
Reason for rejection.
SALES
Sales Document
• A sales Document has three level-Header, Item and Schedule Line
• The sources of data in a sales document are-
(cid:214) Master data
(cid:214) Customizing
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SAP SD IMP NOTES
(cid:214) Other SD document/Existing document with data
(cid:214) Hard coded controls
• When you create a sales document, you can also enter the Ship to party instead of sold to Party.
The system then determines the Sold to Party from the ship to party customer master record. If there
are several possible sold to parties for ship to party, the system displays a selection screen with
possible alternatives.
• In sales order with fast change option you can change – Reason for rejection, Delivery block,
Billing block, delivery date, delivery priority and Plant.
• With Mass change option in a sales document list you can change- Plant, Materials, currency and
Pricing.
• A Billing Block can assigned at sales document header level and item level.
• A delivery block can assigned at sales document header and schedule line level.
• An item status is deemed completely if it has rejected by giving a reason of rejection.
Example of Sales document Type
Pre-sale phase Out Line agreement
IN = Inquiry QC = quantity Contract
QT = quotation DS = Scheduling Agreement
QP = Rental Contract
WK1 = General value contract
Sales Phase Complaints
OR = Standard order RE = Returns
RO = Rush order CR =Credit memo request
CS = Cash sales SDF = Free of charge subsequent delivery
CF = Consignment fill-up DR = Debit memo request
FD = Free of charge delivery
• Important Controls of Sales Document Type.
(cid:190) Reference mandatory from any other Document.
(cid:190) Check division-System reaction if division at item level is different from header level.
(cid:190) Item Division- If you mark this field, the system propose the division from the material master
record of the item else the division in the sales document header also count for all items.
(cid:190) Check credit limit
(cid:190) If the system reads any CMIR or Not.
(cid:190) Incompletion Procedure Assignment.
(cid:190) Document Pricing Procedure.
(cid:190) Message about open Quotation, open Outline agreement, etc.
(cid:190) Incomplete message switch- when ticked doesn’t allow you to save an incomplete document.
When unchecked the incompleteness is controlled by status groups of Incompletion Log.
(cid:190) Delivery type.
(cid:190) Delivery block
(cid:190) Shipping conditions
(cid:190) Immediate delivery switch
(cid:190) Billing plan type
(cid:190) Billing Type
(cid:190) Billing Block
• You can limit the validity of your sales document type at the level of sales organization, distribution
channel and division (i.e. for sales area)
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SAP SD Certified Consultant
E-Mail: abhishekparihar@rediffmail.com
| Pre-sale phase IN = Inquiry QT = quotation | Out Line agreement QC = quantity Contract DS = Scheduling Agreement QP = Rental Contract WK1 = General value contract |
|---|---|
| Sales Phase OR = Standard order RO = Rush order CS = Cash sales CF = Consignment fill-up FD = Free of charge delivery | Complaints RE = Returns CR =Credit memo request SDF = Free of charge subsequent delivery DR = Debit memo request |
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SAP SD IMP NOTES
Sales document Item category
Example of Sales document Item category
Pre-sale phase Out Line agreement
AFN = standard item Inquiry KMN = standard item in quantity contract
AGTX = Text item in quotation WVN = Standard item in maintenance contract
WKN = item in value contract
Sales Phase Complaints
TAN = Standard item REN = Returns standard item
TAD = Service in standard order G2TX = Text Item in returns
BVNN= Free of charge item in cash sale KLN = Free of charge item
KEN = standard item in consignment issue
• Important Controls of Sales Document Item category
(cid:190) Business item-If The Business item at item level can be different from that at header level (For
example- Sales data, Shipping data, Billing data).
(cid:190) Completion Rule- The rule for establishing when a quotation or contract is complete.
(cid:190) Special Stock indicator- For Ex- Consignment stock.
(cid:190) Billing plan type
(cid:190) Billing relevance- Order related, Delivery related, etc
(cid:190) Billing block
(cid:190) Schedule line allowed- Indicates whether you can create schedule line for the item.
(cid:190) Different Procedures- Incompletion, Partner determination and text determination.
(cid:190) Structure Scope for BOM
(cid:190) Pricing- Indicates whether the system automatically carries out pricing at the item level.
(cid:190) Automatic batch determination
• Item Category Determination-
Sales Document type + Item category group + Usage + Item category of upper level item.
• A Sub Item is an item assigned to a higher- level item.
Schedule line category
Example of Sales document Type
Pre-sale phase Out Line agreement
AT = Inquiry schedule line CV= scheduling agreement with consumption-based MRP
BN = quotation Schedule line without MRP
Sales Phase Complaints
CP = Order schedule line with MRP DN = Schedule line in Returns without MRP
CO = Consignment issue without availability check DO =Consignment returns
• Controls-
(cid:190) Delivery Block
(cid:190) Movement type-
(cid:190) If the material relevant for delivery.
(cid:190) Transfer of requirements
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E-Mail: abhishekparihar@rediffmail.com
| Pre-sale phase AFN = standard item Inquiry AGTX = Text item in quotation | Out Line agreement KMN = standard item in quantity contract WVN = Standard item in maintenance contract WKN = item in value contract |
|---|---|
| Sales Phase TAN = Standard item TAD = Service in standard order BVNN= Free of charge item in cash sale KEN = standard item in consignment issue | Complaints REN = Returns standard item G2TX = Text Item in returns KLN = Free of charge item |
| Pre-sale phase AT = Inquiry schedule line BN = quotation Schedule line without MRP | Out Line agreement CV= scheduling agreement with consumption-based MRP |
|---|---|
| Sales Phase CP = Order schedule line with MRP CO = Consignment issue without availability check | Complaints DN = Schedule line in Returns without MRP DO =Consignment returns |
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SAP SD IMP NOTES
(cid:190) Availability Check
(cid:190) Movement type in normal-PGI-601
(cid:190) Movement type in returns-651
• Schedule line cat. Determination-sales doc. item categories + MRP (MRP 1- Mat. master)
• A Purchase requisition for purchase order can be generated automatically from sales order.
• You can deactivate requirements of transfer (MRP) and availability check at schedule line level.
Bill Of Materials
• The item in BOM are controlled in sales order differently by Sales document Item Categories
• All Items in the bill of material (BOM) that you want to control in the sales document must be
flagged as relevant for sale. Hence you should create a BOM material with BOM usage 5 (SD), all
the items in bill of material will be automatically flagged as relevant to sales.
• The BOM appears in the sales document as a structure with main item and sub-items. The system
explodes the BOMs in the sales order by automatically generating sub-items for the components.
• Item category group in Material Master for main item –ERLA, Main item is priced and sub item is
not priced. Item category of main item- TAQ and Sub Item-TAE
• Item category group in Material Master for main item –LUMF, Main item is not priced and sub
item is priced. Item category of main item- TAP and Sub Item-TAN
Availability check
• An Availability check is carried out during sales order processing.
• An availability check occurs if-
(cid:190) The Material requires an availability check-in material master (Gen./Plant or MRP 3)
(cid:190) The Material availability checks in customizing-Delivery item Categories and Schedule line
categories.
• Availability is checked on material availability date. The material availability date is
determined from delivery scheduling, on this date enough material has to be available in time for
delivery to the customer for their requested date.
• In Customizing, you can configure which inward and outward movements are to be considered in
availability check.
• Communication between sales and distribution and Procurement is carried out via requirements. The
transfer of requirements type can be influence the availability check.
• Any agreements made with customer about deliveries also affect the result of the availability check.
Example-complete/partial deliveries.
• The indicator for controlling complete/partial deliveries is proposed from the customer master
records. The proposal for the item level comes from the customer-material information record, if
a customer and material agreement maintained there. These indicators can be changed manually
during order entry.
• The availability check includes-
(cid:190) Current stock
(cid:190) Inward movement
(cid:190) Outward movement
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SAP SD Certified Consultant
E-Mail: abhishekparihar@rediffmail.com
| (cid:190) | |
|---|---|
| categories. |
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SAP SD IMP NOTES
Backorder processing
• An order item is backdated if
(cid:190) The quantity of an order item is not totally confirmed.
(cid:190) The request delivery date for an order item cannot be kept.
• There are two type of backorder processing
(cid:190) Manually- From list sales order processes them manually with reference to confirmation (Short
fall can be cleared).
(cid:190) Via Rescheduling- We can use the delivery priority (proposed from the customer master) and
make new order and confirmation date by scheduling.
Shipment or Delivery scheduling
• Different Times involved in delivery scheduling-
(cid:190) Pick/Pack Time
(cid:190) Loading Time
(cid:190) Transportation Lead Time
(cid:190) Transit Time
• Backward scheduling-The customer request delivery date is used to calculate the material
availability date and transportation lead-time. The delivery must be created on the earlier of two
dates, if both date are after the order date, the customer’s requested delivery date can be confirmed.
• Forward scheduling- If both of dates not come after order date, customer request delivery date
cannot be confirmed. Now system confirm the quantity on the basis of New Material availability
date, the earliest date at which the material is available in the warehouse.
(cid:190) Two schedule line are generated for the sale line item-
o The date of the first schedule line corresponds to the customer’s required delivery date and
has no confirmed quantity.
o The date of schedule line shows the confirmed delivery date and the confirmed quantity.
Assembly processing [Make to Order]
Make to Order without assembly processing-
(cid:190) Production Order is generated from planned order.
(cid:190) Make to order without assembly processing is characterized by the fact that materials are not
available in the warehouse but produced especially for a particular sales order.
(cid:190) An individual Customer requirement is generated from the sales order item and transferred to
material planning.
(cid:190) We can use material planning run to plan requirements, once this has been done production is
carried out. The system returns the confirmed quantity and delivery date from production order to
sales order.
(cid:190) After the product has been manufacture, goods receipt is posted in the sales order stock which is a
special stock, and which can only be used for a specific sales order.
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SAP SD IMP NOTES
Make to Order with assembly processing-
(cid:190) Production Order is generated from sales order (No need material planning run).
(cid:190) The individual components for the final product have already been produced; we only need to
assemble the component according to the customer’s requirement.
Complaints processing
• You can create The Returns or a Credit memo request or a Debit memo request with reference
to a sales order or a Billing document.
• A Billing Block is automatically assigned to the credit memo request or debit memo request. This
prevents immediate billing.
• The standard returns process in SAP has an order related Billing-Credit memo. Hence, credit memo
generation can be carried out independently of the inbound delivery of returned goods.
• You create the Invoice Correction request or credit/debit memo (without credit/debit memo
request) with reference to the Billing Document.
• An Invoice correction request is always created with reference to the incorrect billing
document. A credit memo item and a Debit memo item are created in the Invoice correction request
for every item in the incorrect billing Document. Change can only be carried out on the debit memo
items (debit memo is in Change mode, you can put Correct quantity here). It always delete in pair
Sales information system
• With Sales Information System (SIS), you can compress data from sales document to obtain
information.
• Sales information System (SIS) is apart of Logistics information systems (LIS).
• List fall in two categories- Online List and Work list.
(cid:190) Online List-
(cid:214) Provide Data for document,
(cid:214) Display document for example-For a customer or a material, with a specific status.
(cid:214) Allow you to check and change the documents.
(cid:190) Work List-
(cid:214) Display activities that need to be processed.
(cid:214) Allow you to organize tasks into efficient work units.
(cid:214) Work list allows you to select certain task in SD and to process them afterwards.
(cid:214) You select the task according to area of responsibility on various selection criteria (such
as date, organizational element or customer).
• The information system based on information structures. These are special statistic table, which
contain transactional data from different application. This data is constantly updated by system.
• Information structure contained three basic type of information:-
Characteristics, Period Unit, and Key Figures.
• Standard information structures for SD available in the R/3 systems are from S001 to S006, You Can
create your Own Information structure in Customizing using the name range S501 to S999.
• Standard Analysis:-
(cid:190) A variety of tools are available that allow you to analyze. These include, for example,
Cumulative Curves, ABC analysis, time series, top-n evaluation, and comparison option.
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E-Mail: abhishekparihar@rediffmail.com
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SAP SD IMP NOTES
(cid:190) The analysis is based on the information structure. First, you select the required data scope
depending on the characteristics and period of information structure. This data is first displayed
in basic list, which can be drilled down to display different characteristics.
• Flexible Analysis:-
(cid:190) Flexible analysis in LIS allow you to determine which data in which format is combined to
create an individual report.
(cid:190) With Flexible Analysis you can combine characteristics and key figures from different
information structure in one list.
Data flow
• Information is transferred from the preceding document to subsequent document.
• Describes the mapping of business process in sales by creation of sales document with reference of
preceding document, this enable document flows to be built up that describe business process.
• This allows you to copy partial quantities or all the item and quantities in reference document
directly by choosing Item selection. You can select certain items and can change quantities before
they are copied.
Document Flow
• A sales process is made up of the sequence of individual process steps, recorded as documents; this
process chain is stored in the document flow.
• You can view all the documents within the document flow in a list, you can branch to individual
documents by double clicking and to display of a document and then return to document flow.
• In status overview in document flow, you can quickly find detailed information about current status
of SD process.
• Document flow updated, when indicator “update doc. Flow” is set in Copying Control.
Special Business transaction
Rush sale
(cid:190) Sales from Plant Scenario.
(cid:190) Sales document type-RO
(cid:190) Delivery Type-LF
(cid:190) Standard item category- TAN [RO+NORM]
(cid:190) Billing Type-F2 [Delivery related]
(cid:190) Immediate Delivery switch Checked
(cid:190) Once the goods have been withdrawn from the warehouse, Picking and posting goods issue can
begin.
Cash Sale
(cid:190) Sales from Plant Scenario.
(cid:190) Sales document type-CS
(cid:190) Delivery Type-BV
(cid:190) Standard item category- BVN [CS+NORM]
(cid:190) Billing Type-BV [Order related]
(cid:190) Immediate Delivery switch Checked
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E-Mail: abhishekparihar@rediffmail.com
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SAP SD IMP NOTES
(cid:190) Once the goods have been withdrawn from the warehouse, Picking and posting goods issue can
begin.
Consignment processing
• In consignment processing, goods are delivered to thr customer but remain the property of company
in special consignment stock, however they actually used.
• An invoice is not created until the customer-withdrawn goods from consignment stock. Up Till that
point, the customer has the right to return consignment stock.
• Scenario
Order Delivery Picking Goods issue Billing
Fill up (CF) YES YES YES YES NO
Issue (CI) YES YES NO YES YES
Pickup (CP) YES YES NO YES NO
Returns(CONR) YES YES NO YES YES
Delivery free of charge and subsequent deliveries
• Delivery free- of-charge [FD]. Item category is KLN [with FD + NORM]. KLN is not relevant for
pricing
• Subsequent Delivery Free of charge [SDF] has reference mandatory to a preceding sales document.
Item category is KLN [with SDF + NORM].KLN is not relevant for pricing
Partner Determination
(cid:190) Customer master
(cid:190) Sales document header
(cid:190) Sales document item
(cid:190) Delivery Type
(cid:190) Shipment Type
(cid:190) Billing Header
(cid:190) Billing Item
(cid:190) Sales Activities
Incompleteness
• It presents the function of the incompleteness check. As part of editing sales documents, the system
can check whether all necessary information has been defined in document, if not document is
incomplete.
• Incompletion Log- The incompletion log is a list of containing all information that has been
defined as relevant for the sales document, that has not been processed during sales document
processing.
• This list can be called and processed manually or automatically on saving the sales document.
• We define these data fields in customizing for incompleteness Log.
• Incompleteness Log Function available for-
(cid:190) Sales- Header
(cid:190) Sales- Item
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| Order | Delivery | Picking | Goods issue | Billing | |
|---|---|---|---|---|---|
| Fill up (CF) | YES | YES | YES | YES | NO |
| Issue (CI) | YES | YES | NO | YES | YES |
| Pickup (CP) | YES | YES | NO | YES | NO |
| Returns(CONR) | YES | YES | NO | YES | YES |
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SAP SD IMP NOTES
(cid:190) Sales- Schedule Line
(cid:190) Partner
(cid:190) Sales activities
(cid:190) Delivery header
(cid:190) Delivery Item
Outline agreement
Two types- Contracts and Scheduling agreements
Scheduling agreement
• The Scheduling agreement contains fixed delivery dates and quantity and is valid for a certain
period of time.
• When you enter schedule line for the item in the scheduling agreement, the system adds up the
quantities that have already been entered and compare them both the target quantity and the
quantity already shipped. This give you an overview of all the open quantity, if the quantity in
schedule line exceeds the target quantity, system issue a warning message.
Contracts
Two Types-Quantity contract and value contract
• The contract does not contain any schedule line, delivery quantities or delivery date. It is valid
for a certain period of time.
• Release orders are created with reference to a contract. Schedule lines are created in the release order
when it is placed. You can choose materials directly or by exploding an assortment module (list of
valid materials-Master data for product).
• You can create release order in any currency and the total value is updated in the currency of the
contract.
• The value of release order is compared with value still open in the contract. You can define how the
system responds when this value is exceeded (sales document type)
• A value contract defines that your customer agrees to purchase a fixed total value (target amount) of
goods and services during the defined period.
• You can have partner function AA as optional sold to party and AW as optional ship to party in the
standard system.
• You can maintain contract data at both header and item level in the sales document.
• If you assign a contract profile to the sales document type, the system automatically determine default
values specific to the contract. These could be:
(cid:214) Rule for determining start and end of the contract
(cid:214) Duration category
(cid:214) Subsequent activities
(cid:214) Cancellation procedure
Material Determination
• Material determination provides you with a tool for automatic exchange of material in sales
document.
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SAP SD IMP NOTES
• Material determination is carried out by condition technique. You do not need a material master
record for the material number that you are replacing.
• You can assign a substitution reason to every master record in material determination that defines
how the material should be determined.
• In standard system reason for substitution 0005 is for manual product selection and 0004/0006 is for
automatic product selection. If automatic product selection is used, the system may display (based
on customizing) the entered and substitute material as main and sub-items in sales order.
• Item data sales A contain information about material that was originally entered and reason for
substitution.
• You can use product attributes in material master and customer master records to exclude a
particular material from product list.
• You can re-run material determination when delivery is created. If material determination is re-
running, the result of the substitution may change due to new availability situation.
• You can assign a material determination procedure to each sales document type.
Listing
• Make sure that your customer receives only specific materials. You enter these materials as a
material listing.
• The material listing is controlled by condition technique.
• You define in sales document type whether the system checks the material listing or not.
Exclusion
• Make sure that the customer does not receive certain materials. You enter these materials as a
material exclusion.
• The material exclusion also controlled by condition technique.
Free Goods
• Condition technique is used for free good determination.
• For free goods determination system uses-
(cid:214) Sales area
(cid:214) Document determination procedure (Sales document type)
(cid:214) Customer determination procedure (Customer master data)
• Free goods can be part of the order quantity not included in the invoice. This is called an inclusive
bonus quantity. The order goods and the free goods both involve the same material. The quantity
units of the free goods and ordered goods must be same.
• In inclusive bonus quantities, the extra goods are delivered free of charge and not typically his
included in the invoice. This can either be an additional quantity of the goods ordered or it can be
another article. The exclusive free goods appear in the sales document as an individual, free- of-
charge item.
• The system re-reads the free goods master record in the sales order if the quantities in the main item
change or if the pricing date changes. The system then deletes the sub-items and re-creates them.
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SAP SD IMP NOTES
Any manual changes to the free goods quantity are lost. If pricing is re-run in the sales order, it
does not affect the free goods determination.
DELIVERY
• Each outbound delivery starts at a shipping point, continues along a route, and has ship to party as
the destination. These elements are header fields in the outbound delivery.
• The SAP system supports the following function within shipping processing:
(cid:214) Monitoring of deadlines for reference document due for shipping
(cid:214) Creation and processing of outbound deliveries
(cid:214) Monitoring of goods availability
(cid:214) Monitoring of capacity situation in the warehouse
(cid:214) Support for picking (With link to the warehouse management system)
(cid:214) Packing of outbound delivery
(cid:214) Printing and distribution of shipping documents
(cid:214) Processing of goods issue
(cid:214) Controlling through overviews of
(cid:30) -Outbound deliveries currently in process
(cid:30) -Activities still to be performed
(cid:30) -Possible bottlenecks
Logistics Execution
• The logistics process in a company that covers the entire process chain from the vendor through
the company warehouse, production facilities, and distribution centers to the customer.
• LE process includes-
(cid:214) The goods receipt process
(cid:214) The goods issue process
(cid:214) Internal warehouse process
(cid:214) The transportation process
Organizational structure: logistics
Plant, Storage location, Warehouse number, Shipping point
• You can model the structure of a corporate group by using Client and Company codes. A client is
often synonymous with a corporate group, while a company code represents an independent
accounting unit. Company codes are legally independent from one another.
• The plant plays a central role in logistics. A plant is a production facility or a location that handles
material stock. It could be a collection of several locations in one general vicinity with material stock,
which are known as storage location. Stock is managed at the level of the storage location.
• Inventory valuation is done either at company code level or Plant level, however the stock is managed
at storage location level.
• Several storage locations within a plant can refer to the same warehouse number. As a result, they
form the warehouse complex from the point of view of inventory management
• The connection of organizational units in the warehouse to MM inventory management results from
the assignment of warehouse number to a combination of plant and storage location.
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SAP SD IMP NOTES
• The organizational unit of WM- warehouse number, storage type, picking are, staging area and
door. You can activate lean WM in customizing at the warehouse number.
• A shipping point is an independent organizational unit at a fixed location that process and monitor
outbound deliveries and goods issue. The shipping point is directly under the client level.
• An outbound delivery is processed from a single shipping point. The responsible shipping point is
determined in the order at item level.
• A shipping point may also be set as a goods receipt point, which means it can also be used for
inbound deliveries.
Structure Delivery document
• A delivery Document has two level- Header and Item. There is no schedule line. The reason is
each schedule line in the sales order can become an item in delivery document.
Delivery type control
(cid:30) Rule for determining storage location-(MALA, RETA, MARE)
(cid:30) Text, partner, output determination procedure
(cid:30) Route re-determination
(cid:30) Delivery split by warehouse number
(cid:30) Delivery split by partner
(cid:30) Automatic packing
(cid:30) Order reference
Delivery item category controls
(cid:30) Check zero quantity
(cid:30) Check minimum quantity
(cid:30) Check over delivery
(cid:30) Availability check control
(cid:30) Picking relevance
(cid:30) Determine storage location
(cid:30) Automatic batch determination
(cid:30) Packing control
(cid:30) Text determination procedure
Coping control-Delivery
• Update document flow
• In copying control table you specify:
(cid:30) Which sales and distribution document types can be copied to which delivery type?
(cid:30) Which item categories are copied from reference document?
• You can also specify
(cid:30) Under what condition data is copied from the order to the outbound delivery.
(cid:30) Under what condition several orders can be combined in an outbound delivery.
(cid:30) Which data to be transfer?
(cid:30) Whether the reference should be recorded in the document flow.
(cid:190) When you copy an order item to a delivery, the system copies the item category of the order item
to the delivery. An item category is not specified for order-independent items in the delivery (for
Abhishek Parihar
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E-Mail: abhishekparihar@rediffmail.com