Define Order Types

In this step you define order types. An order type contains control information that you need for managing
orders. You have to assign every order to an order type.

The order category (= 10, production order) in this step is a fixed setting and cannot be changed. The order
categories are predefined in the SAP System and characterize the technical properties of the orders. Other
order categories are, for example, process order and network.

With the order type, you define the following:

CO (Controlling) partner update

You can specify whether a totals record is to be written per order if a CO partner object (for
example, a cost center) is assigned to an order of this order type.
Order classification

Here, you specify whether orders of this order type are to be taken into account in classification for
order summarization and the order selection.
Open item management

You can specify for every order type whether you want to use open item management.
Order residence time

Here, you define how long completed orders remain in the SAP System before they are archived.
Settlement profile

In this profile, you specify the objects to which orders of this order type may be settled.
Functional area

You can enter a functional area for the order type.

Collective order with goods movement

This indicator controls whether goods movements can take place for production orders that are linked to a
collective order.

Status management

An order can go through several processing statuses. Among other things, the status controls
which business transactions are allowed in the order.
Number assignment

You have to assign a number range to every order type.

Note

In addition to the general order parameters at client level, there are also parameters at plant level, which you
can process in the work step Define order-dependent parameters.

Requirements

You must have processed the menu option Define number ranges for orders.
Default Settings

Order types are preset in the standard system.

Activities

1. Classify the orders with regard to their distinguishing features (for example, order category,
number range, and so on).
2. Determine for each order category whether you want to use status management.
3. If necessary, define your own order types.

Define order type-dependent parameters

In this step, you define the parameters that are valid for each order type and plant. The parameters are split
up as follows on the tab pages:

Planning
Master data

Here, you define the data that influences master data selection or order master data maintenance:
o You can decide whether production versions are selected automatically or manually.

o The task list application is predefined as 'P'. However, you can also specify an additional
task list application.

o The routing selection ID defines, for example, the ranking order for routing selection.

o Routing selection defines whether routings are to be selected and if so, how (manually or
automatically) and whether reference operation sets can also be selected.

o Alternative sequences and sequence exchange define whether alternative sequences are
permitted and how the sequences are to be exchanged.

o The task list type defines which routing type is permitted for production orders.

o Operation dtl check defines whether operation detail screens are to be checked when the
operations are transferred to the order.

o Routing text defines that the text from the routing header is copied into the order.

o You can activate the entry tool for operations to help you when you create operations.

o BOM application defines how the BOM alternatives are to be automatically selected.

o Search procedure defines how batch determination is to take place.

General

o Substitute MRP controller/substitute production scheduler are proposed when you create
production orders if an MRP controller or production scheduler are not specified in the
material master, or if there is no reference to material.
 o Reservation/Purch. req. specifies whether certain order objects (operation, components)
are relevant to MRP.

o Collective purch.req. enables collective purchase requisition per order for externally
processed operations or non-stock items.

o Inspection type defines how a quality inspection is to be carried out.

Implementation
Status change documents

Here, you define whether you want change documents to be written if a status change occurs. You
also define the level at which the change documents are to be written.
A status change document contains the following:
o which status has been changed

o who changed the status

o whether the status has been activated or deactivated

o the transaction in which the status change has been carried out

In the production order, you can define the status at the following levels:
o order header level

o operation level

o material component level

o production resource/tool level

Status change documents can also be defined independently of each other, at each of these four
levels.
Note
If you have defined these parameters such that status change documents are written for a
particular order level, the SAP System only writes a status change document for a status change
from this point in time if the order (or operation/component/PRT) has been created since the status
change documents have been activated.
Shop Floor Information System

You can specify, for example, whether order data is to be stored in the Shop Floor Information
System. You can carry out reports using this system, for example, for materials, orders and work
centers.
Documentation of goods movements

Here, you can specify that goods movements are to be documented with reference to an order.
Then you can display goods movements, for example, using the order information system.
You can enter a profile for displaying documented goods movements on the tab page "Display
profiles".
PDC

PDC active allows data to be exchanged with a PDC system.

Workflow
 Workflow for PO chg. defines that a workflow is generated when quantities or dates that affect
existing purchase orders are changed in the order. In addition, a default rule for the split is
displayed on this screen. So that this indicator is also valid for production orders the appropriate
settings must be made in Customizing for the Project System.
Progress determination in orders

You can determine that progress values are calculated for order progress reports.

Controlling
Controlling

Here, you define the parameters relevant to controlling, such as, for example, costing variants for
planned and actual costs and a results analysis key.
Distribution rule

Default (distribution) rule defines an automatically generated distribution rule for CO settlement.

Display profiles
Collective order display

Graphics profile defines how the collective order is to be displayed.

Graphic

Here, you define parameters for displaying graphics of operations and sequences in the order.
Missing parts list

ProfMissPrtsLstOrdNo/PrfMissPrtLstCollOr defines how the missing parts list is to be displayed.

Documentation of goods movements

Goods movements defines which profile is used for displaying documented goods movements.

Activities

Create the necessary parameters for the order type.