If you are facing a problem with duplicate customer purchase order as your company
does not allowed a same customer purchase order with the same sales order type.
You can activated the check for duplicate purchase order with "VOV8".
In the General Control Section, look for the field Check Purchase Order No and put
Check how many days mentioned in Lead time in Days. If it is mentioned any days,
remove it.
3. T. Code: OVZ9
Checked the Box: Check without RLT .
4. Check in material master MRP2 view how many days are maintained for the fields InHouse production and GR Processing Time.
Define whether the Material can be used at which Sales and Distribution
process
Here you define how the system responds when entering a sales and distribution
document
with this material in the differenet Sales and Distribution Process Flow..
You can use the material status, for example, to prevent orders from being entered for
parts to be discontinued.
OR
To temporary block the creation of Sales Order for a certain materials.
Set the material status parameters in transaction SM30, Table Views V_TVMS.
Click Maintain and double click into the Materials Status code.
You can set three types of reponse for each Sales and Distribution process :1. no dialog
2. warning when entering the document
3. error message (that is, the sales and distribution document cannot be entered on
the basis of the material status)
You can also make cost center allocation dependent on the order reason, for example:
Order reason: Damage in transit
Order reason: Free sample
Both the IMG settings are done in transaction OVF3, either with/without the order
reason.
- Requirement class
Materials planning transfers the reported requirements and creates orders or purchase
requisitions from them etc.
The following sections on the transfer of requirements describe how to control the
transfer of requirements.
The transfer of requirements is basically dependent upon the following factors:
- requirements type
- requirement class
- check group
- schedule line category
The transfer of requirements is controlled globally using the requirements class which is
derived from the requirements type for all sales document types.
For the sales document types, fine tuning is also possible at schedule line level. This fine
tuning is described in the section "Defining the procedure for each schedule line
category".
Note that the requirements classes are also used in production so you should coordinate
any changes to the requirements classes with production. The requirements type and,
eventually, requirements class are determined in the strategy group so all changes made
there should also be coordinated with production.
For performing transfer of requirements, you have to carry out the following steps:
1. Each requirement type has to be allocated to one requirement class only.
2. The transfer of requirements must be switched on at requirements class level, the sales
documents at schedule line level.
3. You must define a check group. It is possible to have this check group proposed for the
initial creation of a material master record.
4. Note that a plant must exist for transfer of requirements to be carried out at document
item level.
Requirements transferred to planning are further processed in the module MM. You must,
therefore, coordinate the transfer of requirements with the module MM.
0 Tax Exempt
1 Liable for Taxes
MWST
Customer Taxes
0
0
1
1
Material Taxes
0
1
0
1
Rate Taxes
0%
0%
0%
9%
In this example, if both the Customer Master and Material Master Tax code is 1, Tax will
be included when you create the Sales Order.
1) MWST is a tax condition which is applied to customer to whom we are selling. The
rate of tax is depend on various parameteres, whether is fully liable for tax or expemted
(in case of Defence Customer)
2) There are few parameteres which we apply tax condition. Whether customer is tax
liable? Whether material is tax exempted?
For example, if you are selling a goods which are free for tax to any customer, put the
Tax Indicator (at MMR as '0'). If your
material is tax liable pur the Tax Indicator (at MMR as 1). If your customer is not liable
for tax at all (like the case of Indian
Defence organisations) put the Tax Indicator (at CMR as 0) or 1 in case fully tax liable.
3) Now, at VK11 you need to mainatain your pricning conditions with all the
combinations like:
10
11
01
00
4) While maintaining your Material Master Records or Cusotmer Master Records, you
must identify, which are tax liable and which are tax exempeted.
5) In anycase, as a SAP standard Best Practises, while processing a sales order, you must
retrieve a Tax condition record from SAP database only and not entered Manually.
Accordingly, at V/06, the MWST condition Defintions, the field for 'Manual Entries', it
would be marked as - D (Not possible to process Manually).
Due to this setting, normally, you cannot maintain Condition tax code during sales order
processing. And in Cusotmer Master, you can only maintain Tax Indicator and not Tax
Code.
6) In case your client insists for Manual entry of Tax code during Sales Order processing,
you can change the field at point 5) above to C-Manual entry is priority instead of D.
Example of LST : Point of sale i.e. delivering plant & ship to party are within the same
state. The rates are defined by the respective state governments.
Example of CST : The Delivering plant & Ship to party geographic locations are 2
different states. At the point of sales from one state, the ST goes to that state govt. &
consignment is despatched to the Ship to party. Once that consignment is received at the
ship to party state, sales tax will be levied once the sales is registered there. For this case,
the LST that is applicable by the Ship to party further will not be applicable in all
probability to be captured in SAP.
Stock transfer : This does not attract any sales tax. The consignment is transferred from
one D plant to another D plant irrespective of inter/intra state sales. The invoice that is
accompanied with the consignment thus shall not have any final value. It's a zero value
invoice, but the basic prices needed to be mentioned.
The selling organisations normally needs to register with the sales tax authority of the
respective state to have a warehouse or D plant to avoid the double taxation for their
dealers/distributors.
Now, the pricing procedure that is there in 4.7 is Factory sale with formula-JFACT, in
which the CST condition type is JIN1 & the LST is probably JIN2. There may be
surcharge cond types as well which will calculate the amount on either JIN1 or JIN2.
For config :
1.SPRO > S&D > Basic fn. > Pricing > Pricing control > Define & assign Pric. procedure
> Maintain Pric proc.
2. The tax rates are normally driven from the Tax classification of Customer & Material
access. To do this config, S&D >Basic fn. > Taxes. You need to include the condition
type for country IN in 'Define tax determin rule'.
3. Same path : But go to Tax relevancy of master records where you configure the
condition type & options of rates that will flow to these masters. One needs to understand
here properly as u need to have unique combinations for picking the sales tax rates. I will
try to demonstrate the smallest example. Let's say, the LST rates are 2%,4% & 0%. I will
have two options for material master here. 1 for taxable & 2 for not taxable.
For customer master, I will have 1-LST 2%, 2-LST4% & 3-LST0%. When I create
master records for LST thru VK11 for JIN2, I will chose the access where the
combinations of customer & material tax classifications are available. If this access does
not exist create it under an access sequence. But normally this is standard. The condition
records will look like,
Cust-Tax classi.
Material tax claasi.
Rate
Tax code
1
1
2%
A1
2
3
1
1
4%
0%
A1
A1
Remember, rates are flown from the tax codes. Tax codes can be created thru T code
FTXP. This is normally a FI job
These accurals are based on sales volume and when they are posted billing is created int
eh follwoing manner. Provision for accruals is debited and Sales revenue is credited.
When rebate credit memo is created
Customer account/ is debited and
Accrual provision account is credited.
Also, please note that when rebates are created without dependent ona material but on
customer/material you need to refer to a material for settlement.
With Compliment: Srini
I have this same problem found in:
http://www.sap-img.com/sap-sd/rebate-process-with-ref-to-so.htm
However, can somebody explain it as I have problem in understanding the link.
What exactly do you wish to know in Rebates? The total outline of the Rebate process or
each and every step in the SAP system?
First of all rebates are more or less discounts which are offered to customers. The rebates
are based on the volume of the business the customer does with you within a specified
time. for eg if the customer agrees for Rs.1 Crore worth of business with u in 1 year, then
you activate your rebate porocess. if at the end of the year the customer DOES achieve
the target u offer him say 2/3/4 % whatever is decided. The rebates are passed on to the
customer in the form of Credit notes.
The rebate can be given to the customer at one time or in installments also.
This is broadly the outline of the rebate process.
R.Sreeram
Note : I recomend you to study the theory part of why rebate and why not a discount.
This will help you understand better.
May be I can help you with rebate process.(IN -IMG)
1. define a rebate agreement type
2. define a condition type group
3. define a condition type and place this condition
Type in the pricing procedure.(REQUIREMENT=24)
ALSO IN THE PROCEDURE- ACCRUAL KEY = ERU
YOU ALSO HAVE TO DO THE ACCOUNT DETERMINATION FOR REBATES.
Once you have defined all the 3 and assignment starts.
Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go
to VF02 and say release to accounting
Now the final settlement will be this way
Accruals:120
Accrual reversed:80
Rebate pay:80
Amount payable:40
So the balance 40 is still the accrual
This is an example how a rebate will be processed with ref to a SO with an example.
SAP SD Tips by: Priyam
Sales document: KE
Item category: KEN
shedule line category: C0 or C1
Here you are invoicing the customer(because he used the goods). you are assigning the
delivery documnt and billing document to the sales document.
In item category, you are setting relevent for billing, pricing, special stock.
In schedule line category, your setting is 633 movement type, relevent for availability
check & TOR.
3. Consignment Return:
Customer found that some goods are damaged or he not able to sold the goods he want to
send it back. that you are creating this document.
Sales document type: KR
Item category: KRN
Shedule line category: D0
You will assign delivery document and billing to sales document. you will create return
order, return delivery, return billing.
Your setting item category relevent for billing, returns, pricing, special stock.
Your setting schedule line item category: 634 movement type, NO availability NO TOR.
4. Consignment Pick up:
Even if you create the consignment return the goods are not come to direct to your plant.
For that you need to create consignment pick up. here the owner ship is not changing so
you do not need to create billing.
Assign retrun delivery to sales document type.
Sales document: KA
Item category: KAN
schedule line category: F0 & F1
Your setting item category relevent for returns. any shedule line category relevent for 632
movement type, MRP, availability check, delivery.
Now you check your plant stock. Stock will increase.
January. for example customer A buys 34 cartons of Corn Ice-cream, we offer him
12 free corns. this should then reflect as cost in our accounts. the rest of the system is
already up and running and should not be inconvinienced. How do I set it up?
1.Run trans. VBN2 to first create master record for free goods as follows:
Enter following information in selection screen:
- Free goods type: NA00
- Sales org, distribution channel, customer # and execute.
Now in next screen create the record as follows:
- First select the exclusive button and verify that you are in exclusive view.
(that is if you want exclusive)
- Material#, Min qty - Say 34 cartons. (check in what units you want to manage)
From: 34 cartons
unit of measure:
Free goods: 12 Pcs
Unit of measure: Pcs
Calcualtion type: 1 or try the other options
Deliver control: Blank or any of the other options suitable to you.
Now save and exit.
Now run VA01 for 34 cartons and press enter. The system will automatically propose the
free goods
item at no additional charge. Try higher order qtys and see if the free goods qty are
scaling up.
If not adjust the calculation parameters in the master record screen
It should be transaction VBN1. Sorry for the error.
VBN2 is to change the record. VBN1 creates it.
Kris J
If you want to give free goods to some of the customers than
1. create a customer group say 99 for FREE GOODS
In Free Goods Menu:
2. add a feild catalog for CUSTOMER GROUP
3. create a condition table (free goods) say 555 only for customer group
4. create a sequence say FREE with condition table 555
IF sy-subrc = 0.
SCREEN-INPUT = 1.
else.
SCREEN-INPUT = 0.
ENDIF.
endif.
You place the authority check object in authorization profile in the role of the users, who
should have access to the field (in this case it is VBKD-ABSSC), and there assign the
corresponding fields that are to be accessed via this userexit.
First Create the Characteristic Using Ct04 and then using Cl02 create the Class including
this characteristic.
Then in your material master Classification View Enter this class.
Then Create a Batch for the particular plant and Stor Loc using MSC1N.Give the value of
the characteristics in this batch.
Then go to SPRO ->Logistics General ->Batch Management and maintain the Condition
Technique (Procedure, Strategy Types and assignment to sales docs etc).
Then Create the Batch Determination Record using VCH1.
Variant configuration is used where you have a configurable material like computer
(made up of components like processor, monitor, keyboard, mouse etc). These
components are called as characteristics in variant config. Again this will be having
values like processor can be either P4 or P3, monitor can be 15" or 17" etc.
Based on the values selected the variant pricing will happen using the condition type
VA00.
Possible questions you can expect are:
- What is variant configuration?
- What is characteristic?
- What is value?
- What is class?
- What is configuration profile?
- What is dependency and what are the types?
- What is a variant table?
- And the transaction codes for the above.
9000076000
9000076999
The Current Number field will be kept zero as you are proposing new number range and
no sales documents have been created on it , Obviously..
*1 is a Unique Two digit Alphanumeric Key, while proposing your key, you should
ensure that it should not be there in the system as existing.
If you propose a key that is there in the system or if the Number Range (Start and End
Series) is there in the system already, the system will throw a message that Interval
already already exists. So choose a key that is unique, and which is not there in the
system.
Here , by making this , you are assigning a Key to a Number Range Series.
All the symbols can be used along with numbers from 0 to 9 and Alphabets from A to Z
and in any order. For example: !1, ^A, BB,Z*,M2.........
Assigning - In Assigning, you assign the particular Sales Document to the Number Range
you have already proposed as above.
The Assigning Part is done as follows:
The Two digit Alpha Numeric Key is maintained or Assigned to the respective Sales
Document type in V0V8.
This can also be reached in IMG by:
Sales & Distribution-->Sales-->Sales Document Header-->Define Sales Document Types
Locate the particular Sales Doc Type, and double click on it to display it configuration.
Here you put the Two Digit Number key in the Field- "Number range External
Assignment"
Besides this:
If a new Shipping Point is created then Delivery Number ranges are required to be
maintained.
Similarly,
If a new Plant is created then Billing Number Ranges are required to be maintained.
1. A transaction that reduces Amounts Receivable from a customer is a credit memo. For
eg. The customer could return damaged goods. A debit memo is a transaction that
reduces Amounts Payable to a vendor because, you send damaged goods back to your
vendor.
2. Credit memo request is a sales document used in complaints processing to request a
credit memo for a customer. If the price calculated for the customer is too high, for
example, because the wrong scale prices were used or a discount was forgotten, you can
create a credit memo request. The credit memo request is blocked for further processing
so that it can be checked. If the request is approved, you can remove the block. The
system uses the credit memo request to create a credit memo.
You can use credit memos in Sales and Distribution (SD) for assigning credit memo
requests to the open invoices and in Financial Accounting (FI) for assigning credit
memos and payments to the open invoices and carry out clearing with them. If you use
both Financial Accounting (FI) and Sales and Distribution (SD), there is a 1:1
relationship between the credit memo request and the credit memo item posted in
Financial Accounting (FI). As soon as you bill the credit memo request together with
other sales orders, or distribute the items of one credit memo request to several billing
documents, the assignment is no longer valid and the system will not process it.
For credit memos, credit memo requests, and payments, you have the following
assignment options:
- Assignment to a single invoice
- Assignment of a partial amount to an invoice
- Assignment to several invoices
When you post credit memos, the payment programme processes them automatically. If
the credit memo is specifically related to a particular open invoice item, the payment
program automatically attempts to offset the credit memo against the open item. If it is
not possible to completely offset the credit memo against an invoice, you can post a debit
memo to the vendor, who is to reimburse the amount. Then you can apply a multilevel
dunning program.
3. Debit memo request is a sales document used in complaints processing to request a
debit memo for a customer. If the prices calculated for the customer were too low, for
example, calculated with the wrong scaled prices, you can create a debit memo request.
The debit memo request can be blocked so that it can be checked. When it has been
approved, you can remove the block. It is like a standard order. The system uses the debit
memo request to create a debit memo.
4. As mentioned above, creating a credit or debit memo request enables you to create
credit or debit memos based on a complaint. For this first create a sales document with
the order type for a credit or debit memo request. You can create the debit or credit
memo requests in the following ways:
Without reference to an order
When you post credit memos, the payment programmed processes them automatically. If
the credit memo is specifically related to a particular open invoice item, the payment
program automatically attempts to offset the credit memo against the open item. If it is
not possible to completely offset the credit memo against an invoice, you can post a debit
memo to the vendor, who is to reimburse the amount. Then you can apply a multilevel
dunning program.
3. Debit memo request is a sales document used in complaints processing to request a
debit memo for a customer. If the prices calculated for the customer were too low, for
example, calculated with the wrong scaled prices, you can create a debit memo request.
The debit memo request can be blocked so that it can be checked. When it has been
approved, you can remove the block. It is like a standard order. The system uses the debit
memo request to create a debit memo.
4. As mentioned above, creating a credit or debit memo request enables you to create
credit or debit memos based on a complaint. For this first create a sales document with
the order type for a credit or debit memo request. You can create the debit or credit memo
requests in the following ways:
case the stock is transferred between different company codes, a transfer of value occurs
and is an intercompany sale.
--In inter- company sales process, no PO will raise.
While creating sales order, if the end user knows there is no stock on their plant, they
request for their sister concern company to deliver these ordered goods to the customer
directly, after delivery they will receive intercompany invoice from the delivering
company code, thats the reason you enter delivering plant while creating sales order.
Below is the inter-company check list:
Check all your settings once again for creating inter-company billing:
- Material should exist in both plants.
- Stock will be maintained in D-Plant (Delivering).
- Now Plant - R (Receiving) become the customer of Plant-D. So create a dummy
customer in Plant-D's company code and sales area.
- Assign this customer number to Plant -R's details & its selling sales area.
- Maintain the intercomapny billing type (IV) in ur sales doc type (OR).
- Assign the Plant-D to selling sales org+ dbt channel.
- Maintain relevant copy controls between documents.
- Determine pricing procedure for Standard (RVAA01) as well as Intercompany
(ICAA01)
(Note: Dummy customer's CPP, IV doc's DPP along with Delivering plant's sales area)
- Maintain the condition records for Condition type PI01- VK11
(Note: In ICAA01, you won't find any PI01 Ctype, but you'll find IV01-, if you observe
the details of IV01 C.type in V/06, it has the ref Ctype as "PI01" , through which the
condition record of PI01 is shared to IV01 also..)
- Now create VA01, enter the required fields, in delivering plant -enter Plant-D, @ item
level as well as @ header level, and save,
- Create Delivery VL01n, with ref to SO,
- Create Billing VF01 (with ref to DEL)--- observe bill type-F2,
- Create Billing VF01 (with ref to DEL again)--observe the bill type-IV.
Step 2:
IMG > Logistic Execution > Shipping > Deliveries >
1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to
create new, copy as from standard & maintain New.
2. Define Item Categories for Deliveries: If possible use Standard Item Categories for
Delivery Type. Incase if required to create new, copy as from standard & maintain New.
3. Define Number Ranges for Deliveries: Ensure to maintain number range.
Step 3:
IMG > Sales and Distribution > Billing >
1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create
new, copy as from standard & maintain New.
2. Define Number Range For Billing Documents: Ensure to maintain number range.
3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls
such as Sales Order to Billing, Deliver to Billing, etc.
The configuration differs from scenario to scenario & requirement of the client.
A userexit has to be used so that it will default the appropriate storage location after
checking the table.
Storage loction determination in Sales order is only possible via a user exit. You cannot
configure storage location into sales order: you need to use user
exit MV45AFZB USEREXIT_SOURCE_DETERMIN
or
You can use userexit_save_document
Userexit_save_document_prepare
or
The relevant forms to be used are:
USEREXIT_MOVE_FIELD_TO_VBAK -- to default in Header.
USEREXIT_MOVE_FIELD_TO_VBAP -- to default in item.
User exit: MV45AFZZ
--Standard SAP can't determine storage location at sales order level. If required to give
manually. But at deliver it'll determine automatic.
Do the proper settings at Delivery level:
SPRO --> LOGISTICS EXECUTION --> SHIPPING --> PICKING --> DETERMINE
PICKING LOCATION --> Define Rules for Picking Location Determination.
If sales order level by default require, then you have to use user EXIT
You can check the open order status in VA02 in status tab. (double click on item and at
item level chk the status) or check in transaction VA05 all the open orders.
In SAP SD, the document flow will summarize the status of each document. In order,
they are:
1. Sales order : once delivery has been created, the status of the order changes from
"open" to "completed".
2. Outbound delivery : when items are picked and posted for goods issue, the status
remains at "being processed"; the status becomes complete only when billing is done.
3. Billing document : when billing document is created and saved, and posted to
accounting, the status of the delivery becomes "complete"; the status of billing becomes
"complete" as well; an accounting document is created and the status is "not cleared".
4. Payments posting affects the status of the accounting document; hence, you look at
table BSEG. once payment is posted with reference to this accounting document, the
status becomes "cleared".
How can we know using data in tables whether a sales order is open or not?
Check in Transaction VA05 and in table the status filed will tell you the status of open
order.
Table VBAP / VBAK / VBUK (header) and VBUP (item)
Which table is updated when customer pays against an invoice?
Check table VBAK / VBAP / VBRK / VBRP and VBFA you can chk the document flow.
Can you tell if a sales order can be considered open if delivery has happened but
payment has not been done yet?
Yes, that sales order will be considered as complete order. not open order.
Delivery will be open against which billing is not happened.
How to close any open sales order?
Go to transaction VA05, here you can see list of all Sales order open for any particular
sales area.
You can either do mass maintenance to close all the open order by giving rejection
reason. Or you can check one by one order & reject the pending item.
Go to VA02, input the sale order and execute. Now select the line item and assign Reason
for Rejection which you will find on the right top side.
If you have not delivered any quantity, then you can delete the sales
order from the tcode VA02 - Enter your doc no- in the menu bar go to
sales document-then DELETE.
It is in substitution,
Go to transaction GGB1 and see under the node profit center accounting.
You will see that you can substitute the profit center in the sales order using substitution.
You can define your own here.
How can I make the Field Profit Center in the line item level of the sales order to
mandatory?
You can do this by transaction variant.
Goto tcode SHD0, give t code as VA01. Make a transaction variant and make the fields
mandatory.
or
Please include the Field Profit Center (PRCTR) in incompletion Procedure of Sales Order
Item. So without Profit Center Entry Sales Order will be incomplete.
Goto T.code OVA2 copy the procedure you are now working with and add the field vbapPrctr.
In VUP2 you can assign your new procedure to your item category.
and
Sales Org:
DstCh:
Division:
Customer Statistic Group: +
Statistics group for sales document type: 2
SPRO --> IMG --> Logistics-General -->Logistics Information System --> Logistics Data
Warehouse --> Updating --> Updating Control --> Settings: Sales --> Update Group -->
Assign Update Group at Item Level
Maintain following data, separately in two rows:
Sales Org:
DstCh:
Division:
Customer Statistic Group: +
Material Statistic Group: 1
Statistics group for sales document type: 1
Statistics group for the item category: 1
and
Sales Org:
DstCh:
Division:
Customer Statistic Group: +
Material Statistic Group: 1
Statistics group for sales document type: 2
Statistics group for the item category: 2
Note: Once, you will maintain Settings for LIS-Update, it will update onwards
transactions and will not update for already done transactions.
IMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document Item ->
Define Item category groups
Defining Item Category -> Sales and Distribution -> Sales -> Sales Documents -> Sales
Document Item -> Define Item Categories
Item category TAS
Description 3rd party with SN CM
Item type Blank
Completion rule Blank
Special stock Blank
Relevant for billing B
Billing plan type Blank
Billing block Blank
Pricing X
Statistical value Blank
Revenue recognition Blank
Delimit. start date Blank
Business data item X
Sched. line allowed X
Item relev. for delivery Blank
Returns Blank
Weight/Vol.- relevant X
Credit active X
Determine cost X
Aut. batch determ. Blank
Rounding permitted Blank
Order qty = 1 Blank
Incomplete proced. 28
PartnerDetermProced T
TextDetermProcedure 01
Item cat. status group 1
Screen seq. group N
Status profile Blank
Create PO autom. Blank
Config. strategy Blank
Mat. variant action Blank
ATP material variant Blank
Structure scope Blank
Application Blank
Value contract material Blank
Contract release ctrl Blank
Repair procedure Blank
Billing form Blank
DIP profile Blank
This will resolve the issue for current Invoice; but if the same error is occurring for every
Invoice, maintain default values.
To get the default values for foreign trade data go to
1. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreign
trade --> Define Business Transaction Types And Default Value -->
Define Default Business Type (SD)
In this step maintain assignments for country/sales org/dist channel / item category / and
transaction type combination.
2. IMG --> Sales and Distribution --> Foreign Trade/Customs --> Basic data for foreign
trade --> Define Procedures and Default Value --> Define procedure default
In this step maintain assignments with the combination of country/sales org/dist
channel/division/exp.imp group/item category/ procedure.
Apart from the above we need to maintain Comm./imp. code no./country of origin and
region of origin at material master
HINT:
Go to VTFL, select your billing type and delivery type and click on blue
magnifying lens on top left so that it will take you to a screen where
most probably, you would be maintaining "B" for "Determ.export data".
Maintain blank field there and save. Now system will not throw
incomplete error message.
Logistics
Sales and distribution
Master data
Products
Listing/Exclusion
VB01 Create
Specify the condition type for listing
Select the required key combination
Enter the required materials in listing and save it.
Material Exclusion: Whatever the materials that are placed in exclusion
for a customer he cannot access those materials.
Maintaining records for material Exclusion:
Logistics
Sales and distribution
Master data
Products
Listing/Exclusion
VB01 Create
Specify the condition type for exclusion
Select the required key combination
Enter the required materials in exclusion and save it.
Maintaining condition technique for listing and exclusion:
SPRO
Sales and distribution
Basic functions
Listing/Exclusion
Maintain condition tables for listing/exclusion
Maintain access sequence for listing/exclusion
Maintain listing/exclusion types
Go to new entries and define condition types one each for listing,
exclusion
Procedure for maintaining listing/exclusion
Define the procedure one each for listing and exclusion
Activate listing/exclusion by sales document type
Select the required sales document type and assign the procedure for
listing and exclusion
Note:
1. Listing type A001
2. Exclusion type B001
3. Procedure for listing A00001
4. Procedure for exclusion B00001
Explain me how to get partner determination for sales doc header level.
By: Micro Irrigation
First determine one account group ( Trans code OBD2 ) assign number range for acct
group ( Trans code OBAR ).
Define partner determination procedure:
IMG -> SD -> Basic Functions -> Partner Determination -> Setup Partner
Determination -> Partner Determination For Sales Doc Header
Click on Partner Type
Go To New Entries and Define Partner Types
Customer KU
Vendor LI
Contact Person AP
Sales Employ SE
Select Partner Type KU and Go To Details Icon and Maintain Partner
Functions
SP Sold To Party
SH Ship To Party
BP Bill To Party
PY Payer
Come Back and Click On
Assign Partner Type To Sales Doc Header
KU To TA
Assign Partner Functions To Account Group
SP To ACC GROUP
SH
BP
PY Same.
For Sales Doc Header The Partner Functions Can Be Determined From
Customer Master.
A) Partner Types.
1) Customer(KU)
He performs partner functions like Sp, Sh, Bp, Py.
2) Vendor(LI)
Partner Functions (FA- Forward Agent).
3) Contact Person (AP)
Partner Functions-CP.
4) Sales Employee(PE)
Partner Funcitons-SE
Authorized Partner to release the order
Contracts are release by raising sales orders.
In the business one specifies partner is authorized to enter and to release contracts.
At Header level( sales document) there is a control by which system carries out checks
against partner whether he is authorized to release the contract.
Partner type(KU) and Partner Functions( AA- Sold T party) to release the contracts.
Aw- ship to party to release the contracts and this partner functions assigned to partner
determination procedure (kab).
Partners to check credit limits:
We define partner functions
Km-credit Manager.
kb- credit representations both belongs to partner type pe(personal)
Configurations settings:
1) Define Account Group( OBD2)
2) Assign Number range key to Account Group (OBAR)
3) Define partner determination procedure for customer master.
a) Define partner functions
Path: Img -> sd -> basic functions -> partner determination -> set up partner
determination -> set up partner determination for customer master.
Click on partner function control button under dialog structure
Partner Function Name
Partner type error
sp
sold to party ku
07
sh
ship to party ku
07
bp
py
bill to party ku
payer
ku
partner type Pe
Km
credit manager pe
kb
credit represent pe
07
07
09
09
The type of processing used by the system is determined by the item category group that
you enter in the material master record for relevant materials.
Processing at Main Item Level
If you want the system to carry out pricing, inventory control, and delivery processing at
main item level, enter ERLA in the Item category group field of the Sales: sales org. 2
screen in the material master record of the finished product. This means that the
components only function as text items and are not relevant for delivery. The following
graphic shows how a bill of material is processed at main item level.
Processing at Component Level
If you want the system to carry out pricing, inventory control, and
delivery processing at the component level, enter LUMF in the Item
category group field of the Sales: sales org. 2 screen in the material
master record of the finished product. In this case, only the components
are relevant for delivery. During processing the system automatically
creates a delivery group. The latest delivery date among all the
components becomes the delivery date for the entire delivery group.
7. Also , what's the 'Structure scope' set as? Anything except C may be useful here? We
have that set to A, since our BOMs are all single-level. You could set it to B if BOM are
configured multi-level.
Those are probably main reasons why BOM shouldn't work. Apart from that, just recheck your whole config - the truth is out there somwhere.
ITCaGr
OR
OR
OR
OR
OR
OR
OR
ERLA
NORM
LUMF
NORM
NORM
NORM
NORM
NOTE:
Usg
TAQ
TAP
TAE
TAN
HLItCa
TAQ
TAE
TAP
TAN
TAN
TAE
TAE
DftItCa
2. Create Material Material Type as "Trading Goods". Item category group as "BANS".
3. Assign Item Category TAS to Order type that you are going to use.
4. A sale order is created and when saved a PR is generated at the background
5. With reference to SO a PO is created (ME21N). The company raises PO to the vendor.
6. Vendor delivers the goods and raises bill to company. MM receives the invoice MIRO
7. Goods receipt MIGO
8. Goods issue
9. The item cat TAS or Schedule line cat CS is not relevant for delivery which is evident
from the config and, therefore, there is no delivery process attached in the whole process
of Third party sales.
10. Billing
SD - 3rd party sales order Assign the PR to the vendor and create PO
ME57
Key in the PR number
Toggle the "Assigned Purchase Requisition"
Execute
Check the box next to the material
Assign Automatically button
Click on "Assignments" button
Click on "Process assignment"
The "Process Assignment Create PO" box , enter
Drag the PR and drop in the shopping basket
Save
SD - 3rd party sales order Receive Goods
MIGO_GR
PO Number
DN Number
Batch tab , click on classification
Serial Numbers tab
Date of Production
Flag Item OK
Check, just in case
Post
Save
SD - 3rd party sales order Create Invoice
MIRO
Invoice Date
Look for the PO , state the vendor and the Material
Check the box
Clilck on "Copy"
Purchase Order Number (bottom half of the screen)
Amount
State the baseline date
Simulate & Post
Invoice Number
*Invoice blocked due to date variance
SD - 3rd party sales order Create a delivery order
VL01N
In the order screen , go to the menu Sales Document , select "Deliver"
Go to "picking" tab
State the qty and save
SD VF01
S001 "Customer"
S002 "Sales office"
S003 "Sales organization"
S004 "Material"
These information structures form the data basis for the respective standard analysis of
the same name.
In addition to the above information structures, the standard shipment also includes
information structures that are used internally (S066/67 Credit Management, S060 rebate
processing and S009/14 sales support).
I am trying to see the standard analysis for the customer in MCTA transaction.
But it is not showing all the invoices which I done in a day. It shows only a latest
created invoice details.
MCTA is reading data in table S001, which will not give invoice details as this is a
summation of data based on the billing date. T-code MCVV will allow you to simulate
how a single invoice would update all SIS structures.
You would need to create a custom SIS structure and add the invoice as a characteristic.
Use S600 - S999 in the customer namespace then MCSI to execute any custom reports.
Run MC22 and re-generate your info-structure (make sure you play with S001).
Create new invoices and run MCTA again.
confirm the customers required date. If it falls in the past, SAP will then forward
schedule for todays date, plus the times listed above to get the date when the customer
can actually have it.
ATP is the single most complex part of the SD module, depending upon how PP and
MRP is set up.
MRP works semi-separately, depending on how it is set up. Basically, MRP looks at the
demand on the plant, and if it the stock does not meet expected sales orders and
deliveries, it will create a purchase requisition (outside purchase) or requirement or
planned order (for production) to cover the shortfall. When MRP is started, it will turn
the PR into a PO or the requirement into a production order.
Go To VB11 to create Material Determination (taking into consideration that all the
previous steps for material determiantion i.e. maintaining condition types,maintaining
procedures for material determination and assigning procedures to sales doc. types have
been done)
Create one material determination,dont forget to give the Subst reason on top and also on
the line.
Click the Variants Icon on top left-Sreen opens
Specify different materials you want to swap with the material you have enterd
Note that the subst reason is already copied on the screen
Remember materials should be of the same sales area,atleast Divisions should be same.
Backward scheduling is always carried out first. If the material availability date or
transportation scheduling date is calculated to be in the past, the system must then use
forward scheduling.
Forward scheduling is also done if no product is available on the material availability
date calculated by backward scheduling. The system does an availability check to
determine the first possible date when product will be available. This new material
availability date forms the starting point for scheduling the remaining activities. The
loading time, pick/pack time, transit time, and transportation lead time are added to the
new material availability date to calculate the confirmed delivery date.
13. These settings carry out control both for sales order and delivery as well. This is due
to the fact that you may want to include specific stock or incoming stock for the sales
order, yet at the time of the delivery only include physical stock on hand waiting to be
shipped.
14. It is possible to indicate to the system that you would like the availability check NOT
TO CHECK the stock at the storage location level. This indicator is used to set the scope
of the availability check.
15. It is used to switch off the check at storage location level. You create a reservation for
a particular storage location. However, the scope of the availability check is set in such a
way as to exclude the storage location. In this case, the system carries out the check at
plant level only and does not take the storage location into account that is specified in the
reservation.
16. Should you not want the system to automatically check RLT, you may indicate so
here. RLT is the time taken for a material to become available. It is only used when doing
an ATP check and is taken from MMR.
17. Defining the elements in the availability check entirely depends on
the business needs, but a few tips are given under
When controlling the Availability check at the time of the sales order,
a purchase requisition does not necessarily indicate by it is going to
come into the plant.
A shipping notification on the other hand - a confirmed purchase order
is a good indicator of receiving stock on a specified date.
It is always recommended not to select the shipping notifications for
the delivery requirements type as you may not actually receive the stock
into plant or warehouse for which you are creating a delivery.
Check how many days mentioned in Lead time in Days. If it is mentioned any days,
remove it.
3. T. Code: OVZ9
Checked the Box: Check without RLT .
4. Check in material master MRP2 view how many days are maintained for the fields InHouse production and GR Processing Time.
If we do not check the field [] check without RLT the system considers
RLT while checking the availability of the material
Note: Blocking the material for availability check
SPRO
Sales and distribution
Basic functions
Availability check and transfer of requirements
Availability check
Availability check with ATP planning or against planning
Define material block for other users
If we check the field Block [] during the availability check of a
material the users cannot make changes in the Material Master, cannot
create PO, cannot create sales orders.
It seems SAP settlement Down payment by Installment Payment term. I was wondering
that is there are alternative or an option to setup the Down payment settlement
independent of Installment term. I meant, I don't want to have the last 3 Credit item as
above, I want only 1 line item of credit, the accounting should be
Dr. AR 30 (*split AR by installment payment term)
AR 40
AR 30
Cr. Sales 100
Dr. Advance from customer 30
Cr. AR 30 (Not separate by Installment payment term)
Solutions : Suggesstions on how I could proceed?
Your problem with Down payment settlement is common. Many users object to the down
payment or security lodgement mechanism. In our case we often park and apply the
advance manually to final invoice.
However, following the above case we sometimes use this with our PS orders:
1. Create Sales order, (sales item value = 100) with billing plan with three steps 30%
down payment,30% std billiing on
order completion and 70% on delivery. A little different to your original Billing Plan,
but 1st record is Downpayment
request 30% of Order value, billing type is FAZ . the 2nd & 3rd records are std F2
invoices 30% ,70%.
2. Create Billing type Down payment request , it will document as Noted item in the
accounting document.
3. Receive Downpayment from customer via FI screen , at this stage the accounting
document is created as following :Dr. Cash/Bank 30
Cr. Security deposit payment 30 ( In many countries this may be subject to TAX
laws)
4. Create the First Billing documents , the down payment value will be proposed for
settlement at Billing Creation, then
accept the default value of down payment clearing as these equal each other. The
accounting document is as below
Dr. AR 30
Cr. Sales 30
Dr. Advance from customer 30
Cr. AR 30
5. Create the Second Billing document ( down payment value has expired and will not be
proposed) The accounting
-----------------------------------------------------------------------------------------
| Report header
| Cat.
----------------------------------------------------------------------------------------| STYPE
| Record type
000001 | 000000 |
| 0
| CHAR
| GROUP
| Group name
000012 | 000000 |
| BI Session Name
| CHAR
| MANDT
| Client
000003 | 000000 |
| Your client no
| CLNT
| USNAM
| User ID
000012 | 000000 |
| Queue user ID
| CHAR
| START
| Lock until:
000010 | 000000 |
| DATS
| XKEEP
| Keep indicator
000001 | 000000 |
| NODATA
| No batch input
000001 | 000000 |
| /
| CHAR
-----------------------------------------------------------------------------------------
| Report header
| Cat.
----------------------------------------------------------------------------------------| STYPE
| Record type
000001 | 000000 |
| 1
| CHAR
| TCODE
| Transaction code
000020 | 000000 |
| TCode = VK15
| CHAR
| KVEWE
| Usage
000001 | 000000 |
| U
| CHAR
| KOTABNR
| Table
000003 | 000000 |
| CHAR
| KAPPL
| Application
000002 | 000000 |
| App
e.g V
| KSCHL
| Condition type
000004 | 000000 |
| CHAR
| CHAR
-----------------------------------------------------------------------------------------
-----------------------------------------------------------------------------------------
| Report header
| Cat.
----------------------------------------------------------------------------------------| STYPE
| Record type
000001 | 000000 |
| 2
| CHAR
| VAKEY
| VarKey
000100 | 000000 |
| VarKey
| CHAR
| DATBI
| Valid to
000010 | 000000 |
| Valid to
| DATS
| DATAB
| Valid on
000010 | 000000 |
| Valid on
| DATS
| KBETR
| Amount
000015 | 000000 |
| Amount
| CHAR
| KONWA
| R/2 table
000005 | 000000 |
| R2tab
| CHAR
| KPEIN
| R/2 table
000005 | 000000 |
| R2tab
| CHAR
| KMEIN
|
000003 | 000000 |
| CHAR
| MWSK1
| Tax code
000002 | 000000 |
| Tx
| CHAR
| KONMS
| Scale UoM
000003 | 000000 |
| UoM
| UNIT
| MXWRT
| Amount
000015 | 000000 |
| Amount
| CHAR
| GKWRT
| Amount
000015 | 000000 |
| Amount
| CHAR
| STFKZ
| Scale type
000001 | 000000 |
| S
| CHAR
| KZNEP
| Exclusion
000001 | 000000 |
| CndEx
| CHAR
| LOEVM_KO
| Deletion indic.
000001 | 000000 |
| D
| CHAR
| SKONWA
| R/2 table
000005 | 000000 |
| R2tab
| CHAR
-----------------------------------------------------------------------------------------
| Report header
| Cat.
----------------------------------------------------------------------------------------| STYPE
| Record type
000001 | 000000 |
| 3
| CHAR
| KSTBM
| Quantity
000018 | 000000 |
| Quantity
| CHAR
| KONMS
| Scale UoM
000003 | 000000 |
| UoM
| UNIT
| KBETR
| Amount
000015 | 000000 |
| Amount
| CHAR
-----------------------------------------------------------------------------------------
*
* Sales Order Changed History Display
*
* You can execute the report by :
* 1. Change Date
* 2. User Name
* 3. Sales Order Number
*
* Submitted by : SAP Basis, ABAP Programming and Other IMG Stuff
*
http://www.sap-img.com
*
REPORT ZSDCHANGE LINE-SIZE 132 NO STANDARD PAGE HEADING
LINE-COUNT 065(001)
MESSAGE-ID VR.
TABLES: DD04T,
CDHDR,
CDPOS,
DD03L,
DD41V,
T685T,
VBPA,
TPART,
KONVC,
VBUK.
DATA: BEGIN OF ICDHDR OCCURS 50.
INCLUDE STRUCTURE CDHDR.
DATA: END OF ICDHDR.
SELECT-OPTIONS: XUDATE FOR ICDHDR-UDATE,
XNAME FOR ICDHDR-USERNAME,
XVBELN FOR VBUK-VBELN.
SELECTION-SCREEN SKIP.
SELECTION-SCREEN BEGIN OF BLOCK BLK1
PARAMETERS: SUDATE RADIOBUTTON GROUP
SNAME RADIOBUTTON GROUP
SOBID RADIOBUTTON GROUP
SELECTION-SCREEN END OF BLOCK BLK1.
DATA: WFLAG,
WCHANGENR LIKE CDHDR-CHANGENR,
WUDATE LIKE CDHDR-UDATE,
WNAME LIKE CDHDR-USERNAME,
WVBELN LIKE VBUK-VBELN,
WDEC1 TYPE P DECIMALS 3,
WDEC2 TYPE P DECIMALS 3,
WDEC3 TYPE P DECIMALS 3,
WDEC4 TYPE P DECIMALS 3.
DATA: UTEXT(16) VALUE 'has been changed',
ITEXT(16) VALUE 'has been created',
DTEXT(16) VALUE 'has been deleted'.
DATA: BEGIN OF ICDSHW OCCURS 50.
INCLUDE STRUCTURE CDSHW.
WRITE:/065 ITAB-F_OLD.
WRITE:/065 ITAB-F_NEW.
ENDLOOP.
FORM READHEADER.
CALL FUNCTION 'CHANGEDOCUMENT_READ_HEADERS'
EXPORTING
DATE_OF_CHANGE
= CDHDR-UDATE
OBJECTCLASS
= CDHDR-OBJECTCLAS
OBJECTID
= CDHDR-OBJECTID
TIME_OF_CHANGE
= CDHDR-UTIME
USERNAME
= CDHDR-USERNAME
TABLES
I_CDHDR
= ICDHDR
EXCEPTIONS
NO_POSITION_FOUND = 1
OTHERS
= 2.
CASE SY-SUBRC.
WHEN '0000'.
WHEN '0001'.
MESSAGE S311.
LEAVE.
WHEN '0002'.
MESSAGE S311.
LEAVE.
ENDCASE.
ENDFORM.
FORM READPOS.
LOOP AT ICDHDR.
CHECK ICDHDR-UDATE
IN XUDATE.
CHECK ICDHDR-USERNAME
IN XNAME.
CALL FUNCTION 'CHANGEDOCUMENT_READ_POSITIONS'
EXPORTING
CHANGENUMBER
= ICDHDR-CHANGENR
TABLEKEY
= CDPOS-TABKEY
TABLENAME
= CDPOS-TABNAME
IMPORTING
HEADER
= CDHDR
TABLES
EDITPOS
= ICDSHW
EXCEPTIONS
NO_POSITION_FOUND = 1
OTHERS
= 2.
CASE SY-SUBRC.
WHEN '0000'.
LOOP AT ICDSHW.
CHECK ICDSHW-CHNGIND NE 'E'.
CLEAR ITAB.
MOVE-CORRESPONDING ICDHDR TO ITAB.
MOVE-CORRESPONDING ICDSHW TO ITAB.
CASE ITAB-TABNAME.
WHEN 'KONVC'.
MOVE ICDHDR-OBJECTID TO ITAB-VBELN.
These are the condition type that will display the results of the unit costing for certain
type of sales document.
EK01 :
If you use this condition type, the result of unit costing is issued to the first position on
the conditions screen for the item. The value can be used as a basis for price
determination.
EK02:
If you use this condition type, the result of unit costing is simply a statistical value which
you can compare with the price.
Please note the following points :
1) The condition type must have condition category 'Q' (costing).
2) The condition type must agree with the condition type defined for unit costing in the
pricing procedure.
I have a customer who is being offered two discounts ie k007 and k005, now I want
to exclude k007 for the next 2
orders or so? I have set the exclusion indicator for the condition type,but still the
condition is being accepted when I create a sales order. Am I missing something,
how do I do it?
I think u need to change the validity of the condition record for the condition type K007
defining it not valid for that particular 2 months. And also the settings of the
Requirements as it is correct that it overrules the exclusion.
Journal:
Dr Vendor 2000
Cr Sales 2000 (ZPXX - ZDXX - ZWXX)
One way to do it is :Mark the condition types you want to group as statistical and remove the account
assignment key.
Create a subtotal in your pricing procedure that will add them together and put in the
account assignment key for it. This way the individual components will still display on
your pricing screen but FI will only get one posting.
Re-pricing in a Quotation
How can I, or am I able to find anything on a way of RE-Pricing be done in a
QUOTATION?
You can always 'Update" pricing manually in a quotation the same way you do in a sales
order, either in create or change modes. Menu path Edit --> New Pricing or press the
'Update pricing' button on the item conditions tab.
If you are asking how to reprice a quotation when it converts into a sales order, that can
be done with the copy controls of the Item Category. IMG: Sales & Dist --> Sales --> -->
Maintain Copy Control for Sales Docs --> Sales Doc to Sales Doc (transaction vtaa). Just
choose the combination of documents and the respective item category. The field you
need to be concerned with is "Pricing type".
However, from a business process perspective it makes absolutely NO sense to reprice a
quotation when converting to a sales order. After all, the entire point of using quotations
is to firm up details like pricing before creating the sales order
Taking your requirements literally. Standard SAP scale pricing will not do it in that you
only want the reduced price to come into effect when the order quantity is multiple of
some bulk factor.
It is agreed with that creating a separate material number is not a good idea.
You can try this :1. Define/Select a UOM for selling in bulk (i.e. cas, pallet, box whatever)
2. Maintain UOM conversion between your base UOM and this new UOM
3. Configure you bulk pricing condition type by usual means (it should be a base price
rather than discount).
4. Place this new bulk price behind your normal "PR00" price in the pricing procedure
5. Create a new condition base value routine via VOFM where you check XKWERT to
see if it is a whole number. If it is not then set XKWERT to zero.
6. Assign this new routine to your bulk price condition in your pricing procedure in ALT
condition base value column.
7. Maintain bulk price conditon record in the Bulk UOM.
That should do it.
Step 2
Change user exit MV45AFZZ. Say there that field ZVSTEL should be filled with
information from your shipping point.
Do this under part FORM USEREXIT_PRICING_PREPARE_TKOMP.
The coding should be like tkomp-zzvstel = vbap-vstel.
Save, generate.
Step 3
Make a new table as you did before, but first maintain your new field in Condition:
allowed fields.
When you create your new table you will see you have two shipping points.
With the button technical view you can check which one ZZVSTEL or VSTEL.
Step 4
Finish with the steps you did before. That was ok.
Now, you will see in your sales order that the shipping point is filled with information.
Your second problem i.e the discount should start getting applied
automatically when it reaches the first scale for which the values span few
financial years. This I am not really sure whether it can be made possible
in the invoice itself. But a work around is not giving the discount directly
in the invoice but settling it against the rebate agreements by Credit notes
periodically.
Hope it helps.
Thanks
-----Reply Message----Subject: RE: Customer discounts on effort only
Hi
Arent we looking at rebate agreeement. That appears to be a straightaway
solution to your problem. You activate the sales organization and the
payer for that
Regards
-----Reply Message----Subject: RE: Customer discounts on effort only
I am in SAP R/3 rel.30F.
We have 2 options to meet your requirement.
1. Using scale in condition type ( tcode V/06 ), choose scale basis
G.Scale based on a formula ( be: your based amount is invoice ). Define
scale formula. You need ABAPER to define it.
2. Using routine in Alt.calc.type ( tcode V/08 , Maintain Pricing
Procedure ). Here, you also need ABAPER to create routine.
hope this help
EDITOR
Transaction Code: SE38
10) Edit RV60AFZZ - userexit_pricing_prepare_tkomk (Client Independent)
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP
EDITOR
Transaction Code: SE38
11) Edit MV45AFZB - userexit_new_pricing_vbkd changing new_pricing (Client
Independent)
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP
EDITOR
Transaction Code: SE38
The following code should be inserted into program MV45AFZZ to allow the system to
re-execute pricing if the user makes a change to the relevant partner function (alteration,
addition, deletion).
13) Add the KOMKAZ Fields to the Pricing Field Catalog (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND
DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;
DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction Code: OV24
14) Create Condition Tables (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND
DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;
DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction Code: V/03
15) Create an access sequence containing the new tables (Client Independent)
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND
DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;
DEFINE ACCESS SEQUENCES ->; MAINTAIN ACCESS SEQUENCES
Transaction Code: V/07
16) Create a new condition type
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND
DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;
DEFINE CONDITION TYPES ->; MAINTAIN CONDITION TYPES
Transaction Code: V/06
17) Add the Condition Type to the Pricing Procedure
Menu Path: TOOLS ->; BUSINESS ENGINEER ->; CUSTOMIZING ->; SALES AND
DISTRIBUTION ->; BASIC FUNCTIONS ->; PRICING ->; PRICING CONTROL ->;
DEFINE AND ASSIGN PRICING PROCEDURES ->; MAINTAIN PRICING
PROCEDURES
Transaction Code: V/08
11) Create Commsission Report ZZCOMMISSION (Client Independent)
Menu Path: TOOLS ->; ABAP WORKBENCH ->; DEVELOPMENT ->; ABAP
EDITOR
Transaction Code: SE38
technical view of it for transfering the data from document field and condition field,so
you can not maintain the data at VK31.
What is the difference between Header condition and Item condition? I know item
condition applies to each item in a sales document. Header condition can only be
applied to an entire document.
Difference between header and item condition - as YOU CORRECTLY SAID HEADER
CONDITION IS APPLICABLE FOR THE WHOLE DOCUMENT where as item is for
item.Ex-Say fright is dependent on the total weight of all the items in the documents then
header condition adds on weights of all items and calculates the record accordingly.
You have two different types of the header conditions.
a) In one you can duplicate the same value throughout the document for each item.Say
discount 2% at header level which is also applicable to all the items
b)Second is the accumulation of the values of all the item at the header level,as earlier
explained for the weight/fright.
These differenes are controlled through the indicator of group condition in the cond.type
configuration.
And so obviously header condition can not have the condition record and hence access
sequence.
SAP SD Tips by : Vishwajit
Disallowing Condition Types - How I can accomplish the following:
Be able to DISALLOW Z0BP Condition type to be negative ( Invoice Block)
You can modify condition type from customising;
Sales and Distribution->Basic Functions->Pricing->Pricing Control->Define Condition
Types->Maintain Condition Types
Change condition type ZOBP's plus/minus indicator to "A" which means only positive is
allowed. *-- Arvind Rana
In pricing procedure there are column such as requirement, sub total altclty, altbv,
accurals. What are these and where we calculate all these values which we put.
1. Requirement: Denoted by nos and maintained in VOFM, this is a condition required
for a particular condition type to be executed. Eg. PR00: req 2 ie item relevant for
pricing
VPRS/EKO1: req 4 ie cost
Rebate BAO1 Req 24/Req 25 etc
2. Subtotal: this represents where a which table a value is stored, which can be processed
for further calculation.
Eg. for PR00, if this value is to be used for credt check of a customer, we mark the
subtotal as A.
3 Alternate Calculation type: this is also denoted by numbers and maintained in VOFM.
Eg. Suppose for 45 units , each unit is charged $100 per unit, the order value comes out
to be $4500, that is calculation is done as per unit price, if the client wants calculation
type to be based on volume or wieght, alternate calculation type can be configured.
4. Alternate base value: Denoted by no. and maintained in VOFM.
Eg, if the pricing scale is maintained and pricing for 45 units comes under the scale of
$100 per unit., the base value is 45 units, but if the client wants a standard base value in
some casesto be assumed inspite of maintaining the scale, an alternate base value is
confihured, that is the base value based on which the order value is to be calculated
changes.
5. Accruals: Accruals are maintained for rebate agreements, it constitutes the total
accumulated value which customer has earned through rebate, one the rebate for certain
amount is settled the amount from the accruals get deducted.
*-- Nitin
Condition access, field catalog, allowed fields, KOMG, KOMK, KOMP, KOMPAZ,
KOMKAZ, PSTYV are the other terms which we need to know about, to add Fields.
Reason and Prerequisites:
For technical reasons, field PSTYV was included in structure KOMP, however, not in
structure KOMG ('Allowed Fields for Condition Structures').
Proceed as follows:
1. Call up the ABAP Dictionary (Transaction SE11) and create data type ZZPSTYV.
Choose PSTYV as a domain.As a short text, you can use, for example, 'ZZ - sales
document item category' and as a field label, you can use the field labels of PSTYV.Save,
check and activate your entries.
2. Call up structure KOMPAZ in the ABAP Dictionary (Transaction SE11) in the change
mode and make the following entry:
Component Component type:
ZZPSTYV ZZPSTYV
Save, check and activate the change you made.
3. Note:Because of the change in structure KOMPAZ, field ZZPSTYV is now known in
structures KOMG and KOMP because structure KOMPAZ is included in both structures.
4. Call up Transaction SPRO. Navigate to 'Sales and Distribution -> Basic Functions ->
Pricing -> Pricing Control' and execute 'Define Condition Tables'.
Choose 'Conditions: Allowed fields' and include ZZPSTYV as a new entry.
5. Note:Now you can use field ZZPSTYV as a key field when you create a condition
table Axxx.
6. Supply the new field you defined by including the following source code line in
USEREXIT_PRICING_PREPARE_TKOMP:
MOVE xxxx-PSTYV TO TKOMP-ZZPSTYV.
In order processing you find the user exit in Include MV45AFZZ, and in billing
document processing you find it in Include RV60AFZZ.
Consider that you can also use this note as a help if you want to use other customerspecific fields as key fields in a condition table.
For header fields, use structure KOMKAZ instead of structure KOMPAZ and
USEREXIT_PRICING_PREPARE_TKOMK instead of
USEREXIT_PRICING_PREPARE_TKOMP.
For more information, see Transaction SPRO via the path 'Sales and Distribution ->
System Modifications -> Create New Fields (Using Condition Technique) -> New Fields
for Pricing' and OSS Note 21040.
Discount
Rs. 100.00
Rs. 105.00
Rs. 110.00 etc.
2. You are creating a sales order for a customer with five different items with different
quantities as below
ITEM 1 - 25 No's
ITEM 2 - 3 No's
ITEM 3 - 12 No's
ITEM 4 - 27 No's
ITEM 5 - 62 No's
All the material is having the material group = 01.
3. While calculating the discount, because of this group condition, system add the
quantities of items which have material group = 01. In the above example total quantity is
= 109. System apply a discount of Rs. 110.00 to each item irrespective of the individual
quantities.
4. If you have not activated the group condition feature, system determines the discount
value based on individual item quantity which is as below.
Discount
ITEM 1 - 25 No's
Rs. 105.00
ITEM 2 - 3 No's
Rs. 100.00
ITEM 3 - 12 No's
Rs. 105.00
ITEM 4 - 27 No's
Rs. 105.00
ITEM 5 - 62 No's
Rs. 115.00
5. Is it clear now. Just try a sales order and see the out come
Procedure to Test:
1. Create 3 materials. Maintain Material Group of each item is same.
2. Activate the condition type as a group condition.
3. Create a condition record for this condition type with scales.
4. Process a sales order for a customer with these three material with different quantities.
Freight and Tax) and include your Access Seq. Its always better to copy the Price Types
provided by SAP.
Step 4. Now comes your Pricing Procedure where you include include Condition Types
and format.
Step 5. Now comes Procedure Determination where you specify the Document Pricing
Procedure and Customer Pricing Procedure along with Sales Organisation, Distribution
Channel.
Step 6. Maintain Condition Records for your Condition Types
I guess you can make it 8 Steps by dividing some of the main steps. Few important things
to note is following..
1. XD01 - Create Customer - Always ensure that you pick the right Customer Pricing
Procedure from here.
2. VA01 - Sales Order - Ensure that you have the right Document Pricing Procedure from
here
3. While Creating Access Sequence, check your Fields and ensure that they appear with
any warning (Highlighted in Red)
4. Do not forget to mention your Access Sequence while defining your Condition Type
5. Always remember that your Procedure Determination has only Basic Price as
Condition Type
6. Do not forget to mention the Range (From To) while creating your Pricing Procedure.
I made most of the mistakes that appear above. Hope it helps.
By using condition exclusion groups you can ensure that the customer does not receive
all the discounts, but instead only receives the best of the available discount condition
types.
Menu path IMG - Sales & Distribution - Basic functions pricing condition
exclusion condition exclusion for groups of conditions (OV31).
A condition exclusion group is merely a grouping of condition types that are compared to
each other during pricing and result in the exclusion of particular condition types within a
group or entire groups. It is important to note that the condition types you want the
system to compare must exist in the pricing procedure and must have valid condition
records created for them.
If for example, a sales order is created using the pricing procedure that the exclusion
group is assigned to, you can see that the condition offering the most favorable discount
to the customer is represented in the pricing procedure.
For instance, condition type K007 has offered a discount of 10% off the sale price or a
real value of $30, while another condition type K005 has offered a real value discount of
$10. The system then takes the best discount for the customer between the two, which is
K007 and makes the other discount K005 inactive. This can be seen by double clicking
on the condition type K005, where you can find a entry saying Inactive A condition
exclusion item.
There are four possible methods of using condition exclusion groups
A best condition between the condition types
B best condition within the condition types
C best condition between the two exclusion groups
D exclusive
E least favorable within the condition type
F least favorable within the two exclusion groups
Configuring Condition Exclusion Groups
First step is to define a condition exclusion group by using a four character alpha
numeric key.
Next step is to assign the relevant condition types to the exclusion groups such as
discount condition types, freight condition types.
After completing the assignment of the condition types to the exclusion group, proceed
with assigning the condition exclusion group to the relevant pricing procedure.
After selecting the pricing procedure for which you want the condition exclusion to be
active, select the folder Exclusion where you can assign the relevant condition exclusion
procedure to the relevant condition exclusion group.
When using the condition exclusion group to find the best condition record in a condition
type only use one condition type per exclusion group. The most important thing to
remember here is to deactivate the Exclusive Indicator on the access sequence assigned
to that condition type. Otherwise, the system will merely find the first condition record
and stop searching for other records.
Though all the above T Codes and there are many More standard SAP Reports have very
high utility, it is not widely used. Clients prefer customized reports when it comes to
pricing reports - all Z programs and Transactions.
These kind of reports are generally required by the Top Management for periodical
review // Finance team for price control // Master data team for record purposes // Process
audits by Internal/external agency // Of late, for every SOX audit done in the
company...especially the change records for prices.
Condition Index
Condition index is very useful for searching the condition record for a customer.
It becomes easier and faster to search for condition records for a customer or material just
like it become easier to search a topics in the book with help of index.
You have to mark the "condition index" check box in the condition type and you have to
activate the index in customization.
You can set the discount for fast ten orders through "condition update".
First, in your discount condition type(V/06) activate the "condition update" check box.
Second, in the condition record, in additional data put "maximum number of orders" as
10.
You may also create the condition record for discount through VK31. Now go to
change(VK32), scroll to the right, you will find a column "N". This is maximum number
of order field. Here you can put value 10 and save it.
Now, system will give the discount to the first 10 orders.
base value on which this 10% is calculated. Normally you take the condition value of the
base price of the material to calculate the value.
Now, you don't want to take the base value and take other value as base value which are
derived on some formula. So you create a routine which will do the mathematical
operations in the routine and derive you a value which is now used as the base value for
calculating the condition value for a particular condition type.
As per my understanding there is Alternative Condition Base Value, It is a routine which
is assigned to the condition type in the pricing procedure.
Go to transaction V/08 here you select pricing procedure then go in to the control data of
the pricing procedure here you can find Alter native Condition
Base Value in the 14th column of the pricing procedure control data.
What is the difference between:
1. Conditional base value
2. Conditional value.
3. Conditional amount
1. Conditional base value
When a value is derived for a condition type, based on certain calculation this value is
taken as base.
2. Conditional value.
For the number of units ordered depending on the condition amount mentioned this value
is derived.
3. Conditional amount
This is nothing but the unit list price what you are mentioning for the line item.
1) What is the role of alternative calculation type, condition base value, requirement
in pricing procedure?
2) Where do we define value for alternative condition base value and alternative
calculation type so that system picks up different value, when the value for
alternative condition base value and alternative calculation type is mention in
pricing procedure?
**Alternative Calculation Type:**
This function allows you use a formula as an alternative in finding the value of the
condition type, instead of standard condition technique. this can be used to calculate
complex tax structures.
Alternative condition base value
The alternative condition base value is a formula assigned to a condition type in order to
promote an alternative base value for the calculation of a value.
Example
An absolute header discount is, for example, distributed in the standard system according
to the cumulative value of the items.
If the system distributes the absolute header discount according to volume based on the
Alternative formula for condition base value , a header discount of $30 results in the
following discounts:
Item Value Volume .
1 $1000 2 cbm
2 $500 4 cbm
Stand. disc. Volume disc.(With Formula)
$20 $10
$10 $20
Condition formula for alternative calculation type
Alternative formula to the formula in the standard system that determines a condition.
Requirement
This function is used to assign a requirement to the condition type. This requirement can
be used to exclude the system from accessing the condition type and trying to determine
the value. This can be used to specify that the condition type should only be accessed if
the customer has a low risk credit.
Formula '16' was delivered along with condition type DIFF to support the rounding unit
rules that can be defined in T001R for company code / currency combinations. Condition
type DIFF was delivered to perform the rounding at the end of the pricing procedure with
the total value. Using formula '16', the system computes the rounded value and assigns
the difference to the condition type DIFF.
In-17 c.base value
Round according to T001R
Purpose
This is an example of a condition value formula. This type of formula can be used to
influence the value shown for the condition in pricing. A condition value formula is
assigned to a condition type or value line in the pricing procedure.
Formula '17' was delivered so that a condition value could be rounded off according to
the rounding unit rules (e.g. plus 5 or 10 or 100 units) that can be defined in T001R for
company code / currency combinations. When formula '17' is assigned to a condition
type, the condition value will always be rounded using T001R.
Where I can do setting of rounding profile for a new created condition type?
1) Create Rounding rule ( Unit of measure rounding rules )
Path :
Materials --> SPRO Quantity Optimizing and Allowed --> Order Optimizing -->
Purchasing --> Management Unit of Measure Rounding Rules --> Logistics Units of
Measure
Here give new rounding rule and % rounding up and down values
2) Create Unit of measure groups
Path :
Order Optimizing --> Purchasing --> Materials Management --> SPRO Unit of Measure
--> Quantity Optimizing and Allowed Logistics Units of Measure Groups
Create new group for YD and ROL
3) Dynamic rounding profile
Path :
Order Optimizing --> Purchasing --> Materials Management --> SPRO Maintain
Rounding --> Quantity Optimizing and Allowed Logistics Units of Measure Profile
Here give Rounding profile name and plant and click on Dynamic to create new profile
In next screen give desc. For rounding profile, rounding off method as 2, and rounding
rule which you have created.
Assign created Rounding profile in info record also UOM group
Maintain minimum order qty as 1 Rol and Order unit as ROL in Info record
In material master maintain conversion as 1 Rol = 3500 yards
Menu Path
The menu path here is IMG, Sales and distribution, System modification, Create new
fields (using the condition technique), New fields for pricing.
Adding the Field to KOMK and KOMP
This process requires some knowledge of the ABAP dictionary and how to use the ABAP
dictionary to create and change fields and tables. You may have to use an ABAP skill to
assist you. If the field is from the header table (for example, the order table VBAK),
youll need to add it to the include table KOMKAZ in table KOMK. If the field is from
the item table (for example, the order item table VBAP), youll need to add it to the
include table KOMPAZ in table KOMP.
Lets say you need to use the base material to define a price and the base material is not
in the pricing field catalog. The base material is a field on the material master basic data
screen and is defined as MARA-WRKST. Since this relates to the material, it is at the
item level, so you would add the field to the KOMPAZ include table.
Note
When you add a field to these tables, it must start with ZZ. Therefore, the
field you add would be ZZWRKST. In ABAP, when you add the field, use the same
domain as in the field in the original table MARAWRKST.
After adding the field, generate the structure KOMP. This field is not available in the field
catalog and can be used in condition tables.
Writing the ABAP Code
The field in the communications structure will be blank unless the ABAP code transfers
the data from the material master to the field KOMPZZWRKST. Pricing occurs in the
order and in the invoice, so you need to put this code in both places. For the order
transaction, write the ABAP code in user exit
USEREXIT_PRICING_PREPARE_TKOMP in include program MV45AFZZ. For the
billing transaction, write the ABAP code in user exit
USEREXIT_PRICING_PREPARE_TKOMP in RV60AFZZ.
Note : The TKOMP is for the item level. If you are writing the code for
a field at the header level, you would use the user exits that end with
TKOMK. The ABAP code would select the Base material field from the
material master table using the material from table VBAP/VBRP. It would
then transfer this field to the structure TKOMP from MOVE MARAWRKST to
TKOMP-ZZWRKST.
This SAP message will appear if the system is unable to find the G/L codes match from
the configuration in transaction VKOA
No account is specified in item 0000001001
Message no. F5 670
Diagnosis
No account was specified for account type "S" in item "0000001001" of the FI/CO
document.
System Response
The Financial Accounting program cannot process the document.
Procedure
A system error has probably occurred in the application you called up. Check the data
transferred to item "0000001001" of the FI/CO document.
Assuming that one of the key combination is Account Assignment Group, you will have
to check whether have the Account Assignment Group been input in the Customer Master
(Billing tabstrips - Accounting sections - Field name: Acct assgmt group).
The Account Assignment Group will be copied automatically into the sales order.
Check whether the configuration in transaction VKOA have been done correctly.
Check whether the sales order (VA03 - Goto - Header - Financial Accounting - Field
name: AcctAssgGr) have been filled in automatically.
Check whether the billing document (VF03 - Goto - Header - Header - Field name:
AcctAssgGr) have been filled in automatically.
If the customer master have not been maintained and the user have already input the sales
order, then the user will have to maintained the Account Assignment Group manually
either in the sales order or the billing documents.
Take note for One Time Customer, the user have to input the Account Assignment Group
manually into the sales order. One Time Customer can be used by many customer,
therefore, the system will not be able to determine the Account Assignment Group
manually.
You can set the start variant via SE93 using the Change mode.
The second variant is the Billing Layout display variant.
This is after clicking the Display Billing List Button.
After creating your layout display variant, you can set it by clicking :Settings ->
Display Variant
-> Administration
Select the layout display variant you want and click :Edit ->
Define default settings
3) Cancellation billing document type partner functions A check is made to see if the
cancellation billing document type partner functions are empty or if those that
correspond to the billing type used are empty.
Next, make sure that you maintain the copy control for the Billing Types:
Sales documents in VTFA
Target
e.g. F1 - Invoice
F1 - Invoice
Source
OR - Standard Sales Order
ZOR - Your Sales Order
2.
3.
4.
5.
6.
7.
8.
in a network along with planned and actual dates for the completion of
work. The milestones
are also assigned to the billing dates in the billing plan.
Each milestone-related billing date is blocked for processing until the
Project System
confirms that the milestone is completed.
Delivery-relevant order items for which a milestone billing plan applies
are billed on the
basis of the requested delivery quantity and not on the total of the
confirmed quantities.
The connection between the project and the sales document item is made
in the individual
schedule lines of the item. Each schedule item can be assigned to a
network in a project.
To display the project-related data for a schedule line, proceed as
follows:
In one of the overview screens of the sales document, select
1.
2.
Item
Turbine
100,000
Billing Plan
Billing date Description
Billing Status
01-10-94
Contract
01-03-95
Assembly
01-04-95
Maintenance
01-05-95
Acceptance
01-06-95
Final invoice
Value
10
30
30
30
..
10,000
30,000
30,000
30,000
..
Billing Block
x
x
x
x
Milestone
x
x
x
x
Network/Activities
Milestone
Assembly
Maintenance
Acceptance
Estimate
01-03-95
01-04-95
01-05-95
Actual
01-03-95
For each billing date in a milestone billing plan, you can specify
whether the billing
date is:
1. fixed
2. always updated with the actual date of the milestone
3. updated with the actual date of the milestone, if the date is
earlier than the
planned billing date for the date
In Customizing for Sales, you control how the system automatically creates the schedule
of dates in a billing plan. The system determines the schedule of individual dates based
on general date information, such as the start and end dates. This general date information
is copied either from contract header data or from proposals in the billing plan type.
Pricing
Sales document items are billed as each billing date in the plan becomes due. The system
determines the amount to be billed either from the condition records that are applicable to
the item or from the values that are explicitly entered in the billing plan for a particular
billing date. In milestone billing, for example, you can specify a percentage to be billed
or an actual amount.
Billing block
A billing block can be set for each date in a billing plan. The block prevents processing
for a particular billing date but does not necessarily affect any of the other dates in the
plan. In milestone billing, the system automatically sets a billing block for each billing
date. This block remains in effect until the project system reports back that the milestone
in the corresponding network has been successfully completed. At this point the system
removes the block.
Billing index
For every billing date in a plan, the system creates and updates a billing index. If a billing
date is blocked for billing, the system copies this information into the index.
Billing status
The system assigns a billing status to each billing date in the plan. The status indicates to
what extent the billing has been processed for that particular date. After billing has been
carried out successfully, the billing status is automatically set to C. This prevents a
billed date from being billed again.
Billing Rule for Milestone Billing
For every date in the milestone billing plan, you can specify a billing rule. The rule
determines how the billing amount for the particular date is calculated. For example, you
can specify whether the billing amount is a percentage of the total amount or whether it is
a fixed amount.
In addition, you can specify that the amount to be billed is a final settlement that takes
into account billing that has not yet been processed. For example, price changes may take
place after billing dates in the plan have already been processed. The price differences
can be taken into account during final settlement.
Final settlement is not automatically proposed in the billing plan by the system; you must
enter it manually during processing.
Fixed dates in milestone billing
You can control for each date in a billing plan, whether the date is fixed or whether the
system copies the date from the planned or actual milestone dates in a project.
Document flow
After a particular date in a billing plan is processed for billing, the system updates the
document flow for the corresponding sales document item.
The document flow for the sales document displays the following data:
Creation date
Billing date
Billed value
During sales order processing for items that require billing plans, the system
automatically proposes the reference plan and, if necessary, re-determines the billing
dates (based on the current date rules) for inclusion in the new billing plan.
Exchange rate determination
In the billing plan with partial billing, you can store a certain exchange rate for each date.
The amount billed is the amount determined after using this exchange rate to convert
from the local currency into the document currency.
An exchange rate can also be stored at item level for the sales document (field: Exchange
rate for FI on the Billing tab page. This fixed rate is valid for all dates in the item billing
plan for which no rate is specified in the billing plan. If an exchange rate is entered both
for the date in the billing plan and at item level in the exchange rate field, then the system
uses the rate specified for the date during billing.
If no exchange rate is entered for the the date or at item level, then the system uses the
exchange rate used for invoice creation and it is forwarded to FI.
When using a header billing plan, all billing plans linked to this
header billing plan are automatically updated. If, for example, you
enter an exchange rate manually for the first date in the header billing
plan, this is automatically copied to the corresponding dates for the
item billing plans.
Naina
Yes, it is possible. Create a modification of copy control routine for billing and use
VBAP-PSTYV as an additional split criteria there.
Martishev Sabir
Thank you for your reply. Can you please tell me the exact steps what should I add
under that(additional split criteria).
Naina
In trx VTFA (if your billing is sales order based) choose your billing type and SO type,
there select your item categories and there select the field VBRK/VBRP data. In that field
you will see the currently used routine. With the help of your ABAP guy create a copy of
that routine under a different number and add your lines of code. Let's say you use
routine 001.
FORM DATEN_KOPIEREN_001.
* Header data
* VBRK-xxxxx = ............
* Item data
* VBRP-xxxxx = ............
* Additional split criteria
DATA: BEGIN OF ZUK,
MODUL(3) VALUE '001',
VTWEG LIKE VBAK-VTWEG,
SPART LIKE VBAK-SPART,
END OF ZUK.
ZUK-SPART = VBAK-SPART.
ZUK-VTWEG = VBAK-VTWEG.
VBRK-ZUKRI = ZUK.
ENDFORM.
This is how it should look after modification:
* Header data
* VBRK-xxxxx = ............
* Item data
* VBRP-xxxxx = ............
* Additional split criteria
DATA: BEGIN OF ZUK,
MODUL(3) VALUE '001',
VTWEG LIKE VBAK-VTWEG,
SPART LIKE VBAK-SPART,
PSTYV LIKE VBAP-PSTYV, <- New line
END OF ZUK.
ZUK-SPART = VBAK-SPART.
ZUK-VTWEG = VBAK-VTWEG.
ZUK-PSTYV = VBAP-PSTYV. <- New line
VBRK-ZUKRI = ZUK.
ENDFORM.
After this routine is created and activated place it as the default copy control routine
instead of the old ones.
To overcome this, the only way was to break the accounting invoices, 1 with 950 items
and the other with the rest.
with item category groups (can be used to determine what default item category that
should appear). This would mean that you either have different materialnumbers for the
different processes or use different distribution channels in the sales order. DC 10 could
be
the normal process and DC 20 the prepaid process. Then you need to create the sales
views in material master for DC 20 for all materials that should be possible to run in the
prepaid scenario, and enter the "prepaid item category group in the sales item category
group field in material master.
Here is a proposal of customizing activities to achieve this:
1. Create a new item category as a copy of the normal item category used for non-prepaid
sales. (Change the billing in the item category to order related billing with no billing
plan)
2. Create a new item category group "ZXXX" or something of your choice with the
description "Prepaid" or something like that.
3. In item category assignment, add or check entries so that you have the order type used,
and item category group defaulting the new item category.
4. Check copy control from sales document to billing document for the new item
category.
Also delivery copy control could be good to check.
5. Create a new distribution channel and assign it to the company structure (plant, sales
org etc)
6. Extend your material(s) with views for the new distribution channel and enter the
"ZXXX"
item category group in the field for sales item category group (I think it is on sales 2
screen
but I am not sure, can't access a system right now).
Now you should be able to create a sales order with the new distribution channel where
the new item category is defaulted. Check that the sales order is completed when both
billing and goods issue for the delivery is posted. If not check the completion rule in the
new item category.
2. Define Number Ranges For Sales Documents: Maintain number range with discussion
with core team.
3. Assign Sales Area To Sales Document Types:
A. Combine sales organizations / Combine distribution channels / Combine divisions:
Ensure to maintain these, else Sales Order creation will give error.
B. Assign sales order types permitted for sales areas: Assign only required Sales Order
Types to required Sales Area. This will minimize selection of Sales Order Type as per
sales area.
Sales Document Item:
*1. Define Item Categories: If possible use Standard Item Category. Incase if required to
create new, copy as from standard & maintain New.
*2. Assign Item Categories: If possible, use standard. Formula for deriving item category:
Sales Document Type + Item Category Group + Usage + Higher Level Item Category =
Item Category
Schedule Line:
1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if
required to create new, copy as from standard & maintain New.
2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving
Schedule Line: Item Category + MRP Type / No MRP Type.
Step 2:
IMG > Logistic Execution > Shipping > Deliveries >
*1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to
create new, copy as from standard & maintain New.
*2. Define Item Categories for Deliveries: If possible use Standard Item Categories for
Delivery Type. Incase if required to create new, copy as from standard & maintain New.
*3. Define Number Ranges for Deliveries: Ensure to maintain number range.
Step 3:
IMG > Sales and Distribution > Billing >
1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create
new, copy as from standard & maintain New.
2. Define Number Range For Billing Documents: Ensure to maintain number range.
3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls
such as Sales Order to Billing, Deliver to Billing, etc.
Note: Ensure that Copy Control settings are done
Sales Order to Sales Order (QT --> OR): VTAA
Sales Order to Delivery (OR --> LF): VTLA
Sales Order to Billing (OR --> F1): VTFA
Delivery to Billing(LF --> F2): VTFL
Billing to Sales Order (F2 --> RE): VTAF
The configuration differs from scenario to scenario & requirement of the
client.
5. Continue further to complete the task, now you batch job will run at a specified time
which you mentioned, if you mentioned as immediately, then once you comple this
process, your vairant will run, and billing documents will be created.
6. Plese ensure that all the deliveries are perfect, meaning there is no billing block or any
thing.
You can check the status of your batch job using t. code SM37.
Difference between the RSNAST00 and SDBILLDL program.
RSNAST00 is a program which is related to output related activities. Using this program,
we can schedule the creation of outputs (PDFs, email etc) in total for any document
created in any of the applications. The details are read and stored in the database table
NAST. The same program is customised for each applications using programs like
SD70AV1A which are also used for the same purpose but only for sales orders.
SDBILLDL is the program for Billing due list. This program finds out all the orders or
deliveries or both which are due for billing and it will trigger the billing creation. It reads
tables like VBAK, VBAP, VBUK, VBUP, LIKP, LIPS etc and the created billing
documents are stored in tables VBRK, VBRP.
Check your DIP Profile; specifically the sources section to ensure you are not filtering
out any dynamic items.
CO Configuration:
KL03: Check activity type validity dates
KA03: Check cost element validity dates
KA03: For labour, check cost element category is 43
KA03: Check if Record qty flag is set on Indicators tab
KA03: Check cost element assigned to your controlling area
KP26: Check that activity type is linked to cost centre
KP26: Check that there is a rate for the activity type/cost centre
KP26: Check are you using the correct version
For example, if your credit management is centralized, you can define one credit control
area for all of your company codes.
If, on the other hand, your credit policy requires decentralized credit management, you
can define credit control areas for each company code or each group of company codes.
Credit limits and credit exposure are managed at both credit control area and customer
level. You set up credit control areas and other data related to credit management in
Customizing for Financial Accounting. The implementation guide is under Enterprise
Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit
control area. You assign customers to specific credit control areas and specify the
appropriate credit limits in the customer master record.
Tips by : Kapilaa
Settings for determining the credit control area of a document. The settings of items 1 - 4
are taken into account according to their priority. The credit control area found is stored
in field VBAK-KKBER.
1. Transaction OB38
Check which credit control area is assigned to the company code.
Company code:
Credit control area:
2. Transaction OVFL
Check which credit control area is assigned to the sales area.
Sales area:
Credit control area:
3. Transaction XD02 or VD02
Check which credit control area is assigned to the payer.
Payer:
Credit control area:
4. Transaction SE37
Is user exit EXIT_SAPV45K_001 being used?
5. Transaction OBZK
For the settings under items 2 - 4, field "All company codes" must be marked in
Transaction
OB45, or the credit control area must be entered under the relevant company code in
table
T001CM of the credit control areas allowed.
Company code:
Credit control areas allowed:
Code:
DATA: W_ZSDCRD TYPE ZSD_CREDITBLCK.
DATA: W_CMGST LIKE VBUK-CMGST.
SELECT SINGLE * INTO W_ZSDCRD
FROM ZSD_CREDITBLCK
WHERE KKBER = VBAK-KKBER
AND CTLPC = VBAK-CTLPC.
IF SY-SUBRC = 0 AND VBUK-CMGST CA 'B'.
IMPORT VBUK-CMGST TO W_CMGST FROM MEMORY ID 'CREDIT'.
IF W_CMGST = SPACE.
MESSAGE I706(Z1).
EXPORT VBUK-CMGST TO MEMORY ID 'CREDIT'.
ENDIF.
*} REPLACE
*{ INSERT DEVK966908 1
*} INSERT
* Read the subsequent function information for the message
PERFORM FOFUN_TEXT_READ USING GL_FOFUN
CHANGING FOFUN_TEXT.
MESSAGE ID 'V1' TYPE 'E' NUMBER '849'
WITH FOFUN_TEXT
RAISING ERROR.
*{ INSERT DEVK966908 2
*} INSERT
ENDIF.
ENDFORM.
Rich Dragani
-----Reply Message----Subject: Re: LOG: Credit Mgmt Dynamic checking
From: Swami Subramanyan
Program RVKRED08? Or manually execute function module
SD_ORDER_CREDIT_RECHECK.
Regards
Swami
-----Reply Message----Subject: Re: Credit Mgmt Dynamic checking
From: Leslie Paolucci
We check credit at the time of the delivery (at delivery creation and before picking) and
use the blocked sales doc process/list to release them. This can be set up in customizing
under risk management-> credit management.
-----End of Reply Message-----
Hi,
You need to check couple of settings like:
1. Your customer should be assigned the credit control area.
2. In your Item Category Credit should be active.
Regards,
-----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing
customer is assign to concorn CCA and item category is mark for credit active
-----Reply Message----Subject: RE: Sales value field in not getting updated after creating the billing
Hi,
Check the credit update group in the transaction OB45. The credit update group controls
when the values of open sales orders, deliveries and billing documents are updated. It
should be '000012'.
Further also refer to the OSS note 18613.
Have fun
-----End of Message-----
Eg: Customer Credit Limit is Rs.1,00,000/Suppose Doc.Value + Open Item Value is Rs.1,10,000/Here credit limit exceeds then system reacts.
Options : A) Warning Message
B) Error Message (Sales Order won't be saved)
C) Error Message with Delivery Block
AUTOMATIC CREDIT CHECK : Give extra credit facilities to the particular
customer.
STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory +
Credit Control Area.
A) Credit Checking Groups : Types of Checking Groups.
01) Sales
02) Deliveries
03) Goods Issue
At all the above 3 levels orders can be blocked.
B) Risk Catageory : Based on the risk catageories company decide how much credit has
to give to the customer.
HIGH RISK (0001) : LOW CREDIT
LOW RISK (0002) : MORE CREDIT
MEDIUM RISK(0003) : Average Credit
Static Credit Check it checks all these doc value & check with the credit limit
1) Open Doc.Value / Sales Order Value : Which is save but not delievered
2) Open Delivery Doc.Value : Which is delivered but not billed
3) Open Billing Doc.Value : Which is billed but not posted to FI
4) Open Item : Which is transfered to FI but not received from the customer.
DYNAMIC CREDIT CHECK : 1) Open Doc
2) Open Delivery
3) Open Billing
4) Open Items
5) Horizon Period = Eg.3Months
Here the System will not consider the above 1,2,3& 4 values for the lost 3 months
Action: Select each combination of credit control areas, risk categories and document
types for which credit checking should be bypassed. You need to mark the field no
Credit Check with the valid number for sales documents.
Set Up Payment Guarantees
Define Forms of Payment Guarantee
Transaction: OVFD
Tables: T691K
Action: R/3 is delivered with form 02 defined for payment cards. Other than the
descriptor, the only other entry should be 3 in the column labeled PymtGuaCat
Define Payment Guarantee Procedure
Transaction:
Tables: T691M/T691O
Action: Define a procedure and a description.
Forms of Payment Guarantee and make the following entries Sequential Number 1
Payment Guarantee Form 02
Routine Number 0 Routine Number can be used to validate payment card presence.
Define Customer Payment Guarantee Flag
Transaction:
Tables: T691P
Action: Define a flag to be stored in table.
Create Customer Payment Guarantee = Payment Card Payment Cards (All Customers
can use Payment Cards).
Define Sales Document Payment Guarantee Flag
Transaction:
Tables: T691R
Action: Define the flag that will be associated with sales document types that are relevant
for payment cards
Assign Sales Document Payment Guarantee Flag
Transaction:
Tables: TVAK
Action: Assign the document flag type the sales documents types that are relevant for
payment cards.
Determine Payment Guarantee Procedure
Transaction: OVFJ
Tables: T691U
Action: Combine the Customer flag and the sales document flag to derive the payment
guarantee procedure
Payment Card Configuration
415928 415928
424604 424605
427533 427533
428800 428899
Mastercard Credit Expires in 30 days
500000 540499
540600 554999
557000 599999
Mastercard Procurement Expires in 30 days
540500 540599
555000 556999
American Express Credit Expires in 30 days
340000 349999
370000 379999
Discover Card Credit Expires in 30 days
601100 601199
Set Sales Documents to accept Payment Card Information Transaction:
Tables: TVAK
Action: Review the listing of Sales Document types and enter 03 in the column labeled
PT for each type which can accept a payment card
Configuration for Authorization Request
Maintain Authorization Requirements
Transaction: OV9A
Tables: TFRM
Action: Define and activate the abap requirement that determines when an authorization
is sent. Note that the following tables are available to be used in the abap requirement
(VBAK, VBAP, VBKD, VBUK, and VBUP).
Define Checking Group
Transaction:
Tables: CCPGA
Action: Define a checking group and enter the
description. Then follow the below guidelines for the remaining fields to be filled.
AuthReq Routine 901 is set here.
PreAu If checked R/3 will request an authorization for a .01 and the authorization will be
flagged as such. (Insight does not use pre-authorization check).
A horizon This is the days in the future SAP will use to determine the value to authorize
(Insight does not use auth horizon period).
Valid You will get warning message if the payment card is expiring within 30 days of
order entry date.
function modules for authorization and settlement along with the proper RFC destinations
for each.
Enter Merchant IDs
Transaction:
Tables: TCCM
Action: Create the merchant ids that the company uses to process payment cards
Assign merchant ids
Transaction:
Tables: TCCAA
Action: Enter the merchant ids with each clearinghouse account
- Amount limits
- Texts for the dunning notices
In SAP, you will maintain the Dunning Procedure at customer master. Referring to this
your SD Team / FI Team (user team) will effect Dunning
PS: You might remembered the dunning procedure laid by Relaince Mobile, sometime
back, sending street rowdies for recovering the bad debts from users. That is dunning.
Remember Reliance, you will not forget dunning forever.
3. What role exposure play in the credit management process. I mean does the
system match the value of credit exposure with credit limit to find that it is exceeded
or it does it differently?
Credit exposure is in fact the main player. In credit management if the customers credit
limit is 10000 and credit exposure is 9900 then customer can only be able to buy now
worth of 100 only. Its the credit exposure which should not crossed over the credit limit.
For reporting purpose, where we can get customer credit exposure which showing in
FD32.
Go to t.code F.31 for an overview of the credit exposure, and also you can use
s_ALR_8701212218 to overview the credit exposure.
excise duty.
- The maximum number of items to be printed on each excise invoice
- Whether you are allowed partial CENVAT credits
Maintain Registration ID NUMBER, Excise code number, excise registration number
ECC Number: Specifies the organization's ECC number.
Excise Registration Number: A number assigned to each premises or location that has
registered as a manufacturer with the excise authorities.
Every entity with an excise registration number is required to keep its own excise books.
Excise range: Specifies the excise range in whose area the excise registration is located.
Excise Division: Specifies the excise division in whose area the excise registration is
located.
Excise Collectorate: The code of the excise collectorate in whose area the excise
registration is located.
Indicator for confirming, AED usage Additional Excise duty Percentage.
These are livable under the additional duties of excise act. These duties are in addition to
basic excise duty and special excise duty. Example - Additional Excise duty is livable in
case of textile products, tobacco and sugar.
Similarly for SED CESS Number of Items in Excise Invoice Shows the maximum
number of line items that the authorities allow per excise invoice.
Dependencies - This information is used when you create an excise invoice in Sales and
Distribution (SD) for factory sales and for other movements. This information is used to
split the transfer postings' items into multiple subcontracting challans.
Excise register set description: Description of the excise registers set.
Partial CENVAT Credit: Indicates that the excise registration ID is allowed to credit only
a portion of its input excise duty to its CENVAT account
Dependencies - When you post a goods receipt, the system splits the input excise duty on
the material into its deductible and nondeductible amounts. It posts the deductible duty to
the appropriate CENVAT account, and adds the nondeductible duty to the material value.
This information is also shown when you post the vendor's excise invoice.
Maintain Company Code Settings.
In this IMG activity, you maintain the data relating to your company codes.
Document Type for CENVAT Postings.
It controls, which document type the system uses when making CENVAT postings in
Financial Accounting (FI). Here ED is document type for cenvat posting.
Exchange rate type - Key representing a type of exchange rate in the system.
- You enter the exchange rate type to store different exchange rates. Example - You can
use the exchange rate type to define a buying rate, selling rate, or average rate for
translating foreign currency amounts. You can use the average rate for the currency
translation, and the bank buying and selling rates for valuation of foreign currency
amounts.
Exchange rate type to be used for Export excise duty converts - When you are creating an
Excise invoice for export sales then the exchange rate for duty calculation will be picked
up using this Exchange rate type.
Maintain Plant Settings - In this IMG activity, you maintain excise information relating to
your plants.
Plant Settings - In this activity, you maintain excise information relating to your plants.
For each plant:
- Specify whether it is a manufacturing site or a depot.
- Assign it an excise registration ID. - You can assign the same ID to more than one plant,
if required.
Depot - Indicates that the plant in question is a depot. - Depots are required to prepare
register RG 23D, and follow different procedures for goods receipt and invoice
generation.
- Number of goods receipt per excise invoice.
- Multiple GR for one excise invoice, Single credit
- Multiple GR for one excise invoice, multiple credit
Maintain Excise Groups - In this IMG activity, you define your excise groups. For each
excise group, you can also control how various excise invoice transactions will work.
Excise Groups - In this activity, you define excise groups. An excise group allows you to
maintain a separate set of excise registers and excise accounts. The RG 23A, RG 23C and
PLA serial numbers are created for an excise group.
Recommendation - Under normal circumstances, excise authorities require every
business to maintain only one set of excise registers and one set of accounts. But through
exemption from the authorities, multiple books can be maintained.
If your company has only one set of excise registers, then you need to maintain only one
excise group.
1. Create one excise group for each set of registers that you need to keep.
2. Assign the excise groups to plants.
3. Maintain whether this Excise group is for a depot or not.
If you receive only one consignment for an Excise challan then you can leave GR's per EI
as blank. If you receive multiple GR's for a given Excise challan and would like to avail
multiple credit mark the GRs per EI as 'Multiple GR's for one excise invoice, multiple
credit'. Alternatively if you want to availa the credit only after all the goods receipts
have been made mark it as ' Multiple GR for one excise invoice, single credit'.
4. If you want to automatically create Excise invoice during Sales cycle at the time of
billing the tick the indicator 'Create EI'
5. During depot sales if you do not want to do RG23D selection and posting separately
and would like to complete RG23D selection in one step mark the indicator 'RG23D Auto
post'. This will post the selected records into RG23D automatically. You cannot cancel
the selection later.
6. If the indicator 'Default GR qty' is marked system will default the Excise challan
quantity on to the Goods receipt if the Excise invoice number is given in the pop-up.
7. If the indicator 'Folio no create' is marked system will generate Folio numbers for
RG23D during receipt of excise invoice into depot.
8. 'Automatic posting' when ticked will post the Excise invoice other movements
automatically along with creation in single step.
9. 'Create Part1 for Block Stock' when marked will create a Part1 during the receipt of
material into Blocked stock .
10. 'Create Part1 for STO' when marked will create a Part1 during the receipt of material
through inter plant transfers.
11. 'Create Part1 for consumption stock' when marked will create a Part1 during the
receipt of material into consumption stock. Excise Group Governs which set of excise
registers a business transaction will be included in.
Following is the relation between excise group, plant and registration. - In define excise
groups in Customizing.
Then, in transactions involving excise duty, for example, when you post a vendor's excise
invoice, you specify which excise group you are using. This information tells the system
which G/L accounts to post the excise to. At the end of the period, when you come to
prepare your excise registers, you create different sets for each excise group.
Indicates that the plant in question is a depot. - Depots are required to prepare register RG
23D, and follow different procedures for goods receipt and invoice generation.
- GR Per Excise Invoice
- Multiple GR for one excise invoice , Multiple credit
- Multiple GR for one excise invoice , Single Credit
Create Excise Invoice Automatically - Instructs the system to automatically create a Sales
and Distribution (SD) excise invoice immediately you create a commercial invoice or a
pro forma invoice.
The excise invoice is created in the background. - If you want to make use of this
function, you must also define the
default plant, excise group, and series groups in Customizing for Sales and Distribution
(SD), by choosing Excise Group - Series Group Determination.
RG23D Sales Creation and posting option - RG23D Automatic Option if selected will
create Depot excise invoice by posting the selection of excise invoices in single step. If
this is not selected then you need to separately do RG23D selection
followed by PGI and then RG23D verification and posting. If you need automatic
posting of RG23D selection then the Post Goods Issue should have been completed
before running RG23D selection.
Default excise qty in GR - If this indicator is ticked then while doing Goods Receipt
using 'MB01' system will default the excise invoice quantity on to the Goods receipt
document.
Folio number for depo Posting - If this indicator is marked then while creating Excise
invoice for other movements system automatically does the Verify and Post. You need not
separately Post the excise invoice
Also we can set indicator for creation of part 1 for:
- Blocked stock
- Stock transport order
- Consignment stock
Maintain Series Group - In this IMG activity, you define the different excise series groups
within your company. Series groups allow you to maintain multiple number ranges for
the outgoing excise documents. Based on excise regulations and exemptions from the
authorities you can maintain multiple number series for outgoing documents. But each of
these series has to be declared to the excise authorities.
- Define excise series groups based on type of outgoing document
- Assign series group to excise registration ID
- If no financial postings are required for an Excise invoice in this seris group then you
tick the 'No utilization' indicator.
- If the CENVAT has to be paid immediately and you need not wait for the Fort nightly
payment then mark the 'Immediate Utilization' Iindicator. Example - You could define
two series groups, group 001 for excise invoices, and group 002 for 57 F4 documents.
- No account postings for CENVAT in sales cycle
- No utilization Flag
If you do not need any CENVAT utilization for an excise invoice but would like to just
generate an excise invoice then you need to mark this indicator.
If the flag is checked then system will create an Excise invoice in the given Series group
but there will not be any account postings or Part2 postings.
Immediate Utilization of CENVAT - Specifies that when you create an excise invoice, the
system immediately pays the amount from CENVAT and creates the Part II entry. Such
invoices will not be listed for fortnightly utilization.
If you have both fortnightly and immediate utilization for the same excise group, the
account determination within CIN IMG should point to the ED interim account.
Account determination for immediate payment will be done exactly the same as being
done for fortnightly utilization program.
Maintain Excise Duty Indicators - In this IMG activity, you maintain the excise duty
indicators.
IMG > Logistics - General > Tax On Goods Movement > India > Basic Settings >
Determination of Excise Duty > Select Tax Calculation Procedure
In this IMG activity, you specify which tax procedure you want to use for determining
excise duties and sales taxes on input materials in India.
- If you use condition-based excise determination, use a copy of the tax procedure
TAXINN.
- If you use formula-based excise determination, use a copy of the tax procedure
TAXINJ.
This tax procedure also supports condition-based excise determination, so that you can
work with both concurrently.
We strongly recommend that new customers use condition-based excise determination.
Note that once you have started using a tax procedure, you cannot switch to another one,
otherwise you will not be able to display old documents.
Maintain Excise Defaults - In this IMG activity, you define which tax procedure and
pricing condition types are used in calculating excise taxes using formula-based excise
determination.
If you use condition-based excise determination, fill out the CVD cond.
field and leave all the others blank.
If you use formula-based excise determination, fill out all of the
fields as follows:
- Enter the tax procedure and the pricing conditions that are relevant
for excise tax processing.
- Specify the purchasing and sales conditions types used for basic
excise duty, additional excise duty, special excise duty, and cess.
- Specify the conditions in the sales order that are used for excise
rates.
- Specify the countervailing duty condition type used for import
purchase orders.
In my company, we use project stock (movement type 601 Q for PGI). VL09 creates the
movement type 602 Q. But rather than VL09, the generally accepted method in my
company for the reverse items is to use the movement type 653, "back to the to the
storage location." The accounting document takes the cost "from" the project and moves
it back "to" the storage location.
The movement types are entered in the schedule lines in customizing, which are then
assigned to the item categories. However, in this process, "no invoice" takes place. If you
have a delivery related invoice, it should be cancelled beforehand.
If you do not give replacement, the Customer Account needs to be credited.
Please do not forget to create a Billing document (Formally Return Credit Memo) with
reference to return delivery. It is very important in order to close the cycle. If you do not
create a return credit memo, your delivery will keep appearing in the "Billing Due" list
and with status "Being processed". When you create a return order type RE, the billing
type is picked up as RE (Return Credit Memo) automatically.
When you are creating a replacement, you can create a replacement order, delivery, and
billing. To create the replacement order, you can define an order type by copying from
order type OR. In the copy control, you can define the relevant item categories from RE
to OR. You can make reference Mandatory for this order type. The delivery type for this
replacement order type will be LF and billing type F2.
When you create a return based on a complaint, you: Post the goods to your warehouse
for checking And then, implement one of the following activities:
- Approve the complaint and create a credit memo
- Approve the complaint, and implement a free of charge subsequent delivery based on
the return
- Reject the complaint
PGI (Post Goods Issue) may be cancelled by Transaction code VL09. The accounting
document is just the reverse of the original PGI document.
In my company, we use project stock (movement type 601 Q for PGI). VL09 creates the
movement type 602 Q. But rather than VL09, the generally accepted method in my
company for the reverse items is to use the movement type 653, "back to the to the
storage location." The accounting document takes the cost "from" the project and moves
it back "to" the storage location.
The movement types are entered in the schedule lines in customizing, which are then
assigned to the item categories. However, in this process, "no invoice" takes place. If you
have a delivery related invoice, it should be cancelled beforehand.
If you do not give replacement, the Customer Account needs to be credited.
Please do not forget to create a Billing document (Formally Return Credit Memo) with
reference to return delivery. It is very important in order to close the cycle. If you do not
create a return credit memo, your delivery will keep appearing in the "Billing Due" list
and with status "Being processed". When you create a return order type RE, the billing
type is picked up as RE (Return Credit Memo) automatically.
When you are creating a replacement, you can create a replacement order,
delivery, and billing. To create the replacement order, you can define
an order type by copying from order type OR. In the copy control, you
can define the relevant item categories from RE to OR. You can make
reference Mandatory for this order type. The delivery type for this
replacement order type will be LF and billing type F2.
partner function for each level. In the partner procedure, in each partner function you
must indicate the source partner function. With this informacition, in the order, you
obtain the bussiness partner for each partner function.
3) Assign acount groups: you indicate which accounts groups are allowed for being part
or your hierarchy.
4) Assign sales areas: symple you indicate wich sales areas are allowed in your hierarchy.
(Here you can customize common sales areas, just for not having to build de hierarchy in
all the different sales areas).
5) Assigning hierarchy type for pricing: you indicate which classes of documentos uses
hierarchy in pricing determination.
It is possible to maintain so called customer hierarchies. This might be useful when for
example you create a condition discount for a customer that is part of such a hierarchy
structure. All subnodes in the hierarchy below that customer, will thus receive the same
discount.
Customer hierarchy setup, firstly decide the hierarchy type to be used.
The standard is type A.
You can also assign a partner function to the customer so that the higher level customer in
the hierarchy is copied into a sales order as a partner function - but you don't need that
right?
Next assign your customer account group to the hierarchy type. And enter the
combinations that will be allowed for creating the hierarchy.
You want to assign a ship-to to a payer. So enter the ship to account group and enter the
payer account group as the higher level.
You must also make an entry for permitted sales area assignments. So if you want to a
hierarchy for customers in the same sales area then enter the sales area and enter the same
one as the higher level sales area.
All these settings can be found in the IMG. Under SD - master data - business partners customers - customer hierarchy
You use for example customer hierarchy when you have an company like Unilever and
you agree both on a discount. Unilever does have different locations / businesses and you
have to maintain the discount for all customers. If you use a customer hierarchy you can
maintain the discount for the partner in the top of the hierarchy and in this way it will be
valid for all customers in the hierarchy.
Product hierarchies can be created using code OVSV. A product hierarchy is assigned to
the material master record. The hierarchy is broken down into specific levels, each level
containing its own characteristics.
A product hierarchy is recorded by the sequence of digits within a hierarchy number. The
hierarchy number can have a maximum of 18 digits with a maximum number of nine
levels.
Thus by assigning the hierarchy number to the material, one can determine a
classification of the material. This hierarchy can be used in pricing with each level being
used as field in the condition technique.
Its like if you are having category CAR. In that many cars come into picture.
CAR>>MARUTI>>SX4, Swift, zen, alto.
B>> 01 >>01
Then from above example B0101 is the hierarchy for SX4.
So in that hierarchy many cars come, like variants and all the things.
In this way you can take e.g. of wood products also.
It shows the next level of the product. How many levels that product are
having.
The product hierarchy can be structured via DDIC structure PRODHS. In the standard
system, a product hierarchy can be created with up to three levels. The individual levels
can contain the following number of digits:
Level number of allowed digits:
15
25
38
This can be changed as of Release 3.0, where it is possible to extend the maximum
number of levels to 9.
If you want to change the standard setting of PRODHS, e.g. you want to change the
number of levels, proceed as follows:
1. Create an appropriate domain in the Data Dictionary (type CHAR with the required
length).
2. Assign these domains to the standard data elements PRODH1, PRODH2, ..., PRODH9.
Please note that you should use these standard data elements.
3. Change the structure PRODHS by creating or deleting fields with reference to the data
elements.
Choose ZZPRODHN as field name, where n is the position of the field in the structure
PRODHS.
You want to change the structure of the product hierarchy from 5/5/8 digits to 5/5/5/3.
Proceed as follows:
Create the following domains:
ZPRODH3 with length 5, category CHAR,
ZPRODH4 with length 3, category CHAR,
Change structure PRODHS:
Structure PRODHS in the standard system:
Structure Fields Data element Category Length
PRODHS ->
PRODH1 PRODH1 CHAR 5
further break down a procedure into smaller parts for future validation of components
comprising a specific material
3.Allocation Hierarchy Mapping (OV3Z) Primarily, this transaction permits the
assignment of an allocation procedure to an LIS information structure. Secondly, a
character is assigned to the information structure to permit collective planning. Finally,
the user can assign a step level to the procedure and information structure to sequence the
order in which allocation quantities are checked. This functionality allows the user the
opportunity to check product allocation against several product allocation scenarios,
before the required quantity is confirmed
4.Define Consumption Periods (OV5Z) The allocation consumption periods functionality
is only valid if the allocation method flag has been set (OV1Z). If you have de-selected
the method field, this functionality is not available. The consumption window indicates
the number of past and future periods to be used in the allocation check.
5.Control Product Allocation (OV4Z) In order for the allocation process to function
properly, allocation control records are created primarily to map allocation procedure
steps to their corresponding objects so that the allocation data records can be located for
validation. Secondly, validity periods must be established to indicate when the allocation
control records are active. Finally, the user has the option of establishing a conversion
factor per allocation control record to accommodate BOM listings of constrained
materials
6.Activate Allocation for Requirement Class (OVZ0) In order to turn on allocation in the
standard order processing functionality, the requirements class must have a flag
indicating that allocation is relevant.
7.Activate Allocation for Schedule Line Category (OVZ8) In order to turn on allocation
in the standard order processing functionality, the schedule line must have a flag
indicating that allocation is relevant
8.Create Planning Hierarchy (MC61) In order to adequately establish allocation
quantities, the user must initially determine the level at which the allocation is to take
place and the aggregation factor of the allocation quantities. In this step, the levels for the
collective allocation search procedure are also identified.
9.Generate Masking Character (OV7Z) Upon completion of the level determination for
the planning hierarchy, the collective allocation masking character must be generated to
allow aggregation indicators to be established. This transaction simply reads the
hierarchy established in the planning table and then generates a collective mask character
for each level of the hierarchy
10.Modify Planning Hierarchy (MC62) This step is a repeat of MC61 where the initial
hierarchy was established. In order to complete the hierarchical set up, the collective
allocation (mask character) hierarchy must now be maintained with the appropriate
aggregation factors
11.Allocation Procedure Assignment to Material Master (MM02) At the root level of the
allocation process are the materials. Each material that is to be considered in allocation
scenario must be mapped to an allocation procedure. In order entry, then, when a material
is entered with a valid allocation procedure in the material master, the allocation data is
verified prior to confirming the line item ordered
12.List of Suitable Structures (OV9Z) This report is used to identify potential LIS
information structures that can be used in the product allocation process. This report
simply reads through the data dictionary and selects all the active information structures
that contain the field product allocation object (KONOB) as the first field. This data can
then be utilized in the mapping transaction (OV3Z) to link the allocation procedure step
to an information structure (previous step).
zche_sales_order
****************************Declarations********************************
TABLES: vbkd,vepvg.",vbak,vbap,vbpa,vakpa, vapma.
DATA: BEGIN OF sal OCCURS 0,
ch TYPE checkbox,
vbeln LIKE vbak-vbeln,
netwr LIKE vbak-netwr,
matnr LIKE vbap-matnr,
waerk LIKE vbak-waerk,
dat
LIKE vbak-erdat,
END OF sal.
DATA: newsal LIKE sal OCCURS
LOOP AT newsal.
ON CHANGE OF newsal-dat.
IF sy-tabix <> 1.
WRITE:/ sy-vline, AT 14 sy-vline,AT 27 sy-vline,AT 48 sy-vline.
WRITE:/ sy-vline,newsal-dat,sy-vline,AT 27 sy-vline,AT 48 sy-vline.
ELSE.
WRITE: sy-vline,newsal-dat,sy-vline,AT 27 sy-vline,AT 48 sy-vline.
ENDIF.
ENDON.
WRITE:/ sy-vline, AT 14 sy-vline,newsal-vbeln,sy-vline,
newsal-matnr, sy-vline, newsal-netwr, newsal-waerk.
AT LAST.
SUM.
ULINE. FORMAT COLOR = 3.
WRITE:/ sy-vline, AT 15 'Total Amount for selected month:',
newsal-netwr UNDER newsal-netwr.
FORMAT COLOR OFF.
ULINE.
ENDAT.
ENDLOOP.
lin = 1.
FREE newsal.
ENDFORM.
"SELECTION
* This Date convertion is must for pick the particular Date from the
*
-displayed line, and here we are reversing the Date like
YYYY/MM/DD
* -because to Check or assign the date we need to give in reverse
order
*&--------------------------------------------------------------------*
*&
Form DATECON
*&--------------------------------------------------------------------*
*
text
*---------------------------------------------------------------------*
FORM datecon.
date2 = sy-lisel(17).
SHIFT date2 LEFT BY 4 PLACES.
WHILE date2 <> ''.
SHIFT date2 RIGHT.
date4 = date2+11.
IF date4 <> '.'.
CONCATENATE date4 date3 INTO date3.
ENDIF.
ENDWHILE.
date5 = date3(2).
date6 = date3+2.
date3 = date3+4.
CONCATENATE date3 date6 date5 INTO date3.
dat = date3.
* SORT dat BY dat.
* DELETE ADJACENT DUPLICATES FROM dat COMPARING dat.
ENDFORM.
"DATECON
* Here we are doing different kinds of selections by the EndUser's
needs
*&---------When user selectiong an Sales Organisation-----------------*
*&
Form ORGANISATION
*&--------------------------------------------------------------------*
*
text
*---------------------------------------------------------------------*
FORM organisation.
SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,
sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN
vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON
f~vbeln = p~vbeln WHERE p~audat IN date AND p~vkorg = vkorg.
APPEND sal.
ENDSELECT.
ENDFORM.
"ORGANISATION
*&---------Without Sales Organisation i.e All Organisation------------*
*&
Form ORGANISATION_ELSE
*&--------------------------------------------------------------------*
*
text
*---------------------------------------------------------------------*
FORM organisation_else.
SELECT f~vbeln p~matnr c~netwr c~waerk p~audat INTO (sal-vbeln,
sal-matnr, sal-netwr,sal-waerk, sal-dat) FROM ( vakpa AS f INNER JOIN
vbak AS c ON f~vbeln = c~vbeln ) INNER JOIN vapma AS p ON
f~vbeln = p~vbeln WHERE p~audat IN date.
APPEND sal.
ENDSELECT.
ENDFORM.
"ORGANISATION_ELSE
"CUS_ORGA
field, you can explicitly specify a recipient that will override the standard partner. There
must also be a master record for the partner that is specified explicitly.), Medium, Time &
Language.}
Order Type: Document Type, Partner Function (abbreviation), Partner, Medium, Time &
Language.
Path For Output Determination For Sales Documents: Logistics -> Sales/distribution ->
Master data -> Output -> Sales Document -> Create (t-code VV11)
Path for Output Determination for Delivery Documents : Logistics -> Sales/distribution
-> Master data -> Output -> shipping -> Create ( t-ode VV21)
Path for Output Determination for Billing Documents : Logistics ->
Sales/distribution -> Master data -> Output -> Billing Document ->
Create ( t- code VV31)
Print DDueList
SpK
SpW
06 No printing
07 Quantity Change
08 Kanban Delivery
Printing block field:
Indicates whether the system automatically blocks output for sales documents that are
blocked for delivery.
Example :
In the case of sales orders that are blocked for delivery because of credit reasons, you
may want to block the printing of order confirmations.
Note:
The particular output that is affected by a delivery block is determined in output control.
PS: If the document is exceeds by the credit limit output type will not determine and as
well as we should not give the output type in sales order. We have to assign the routine 2
to sales order output types and 3 routine to delivery output types to restrict from output if
the docuement exceeds by credit limit.