11. Controlling Sales Docs

Question 0

2. Copying control (2):

Answer 0

1. Customizing can be done at header, item or sched line level
2. Via doc type, item cat and sched line cat

Question 1

1. Contents (4):

Answer 1

1. Business process control principles
2. Controlling sales docs via sales doc types
3. Controlling sales docs via item cat
4. Controlling sales docs via sched line cat

Question 2

3. Basic functions (7):

Answer 2

1. Partner det
2. Text det
3. Mat det
4. Pricing
5. Incompleteness
6. Deliv scheduling
7. Credit mgmt

Question 3

4. Pre-sales doc types (2):

Answer 3

1. IN - inquiry

2. QT - quotation

Question 4

5. Sales phase doc types (5):

Answer 4

1. OR - std order
2. RO - rush order
3. CS - cash sales
4. CF - consignment fill up
5. FD - free of charge deliv

Question 5

6. Outline agreement doc types (4):

Answer 5

1. QC - qty contract
2. DS - sched agreement
3. QP - rental contract
4. WK1 - gen value contract

Question 6

7. Complaints doc types (4):

Answer 6

1. RE - returns
2. CR - cred memo request
3. SDF - free of charge subsequent deliv
4. DR - debit memo request

Question 7

8. Functions in sales doc type (6):

Answer 7

1. Number assignment
2. Checks
3. Enhancement for contracts
4. Default values
5. Mandatory reference
   6, basic functions (e.g. partner det, mat det…)

Question 8

9. Sales doc types permissions (2):

Answer 8

1. Set in customizing

2. For each sales org, DC, division (sales area)

Question 9

10. Pre-sales item cat (2):

Answer 9

1. AFN - std item in inquiry

2. AGTX - text item in quotation

Question 10

11. Sales phase item cat (3):

Answer 10

1. TAD - service in std order
2. BVNN - free of charge item in cash sales
3. KEN - std item in consignment issue

Question 11

12. Outline agreement item cat (3):

Answer 11

1. KMN - std item in qty contract
2. WVN - std item in maint contract
3. WKN - item in value contract

Question 12

13. Complaints item cat (3):

Answer 12

1. REN - std item in returns
2. G2TX - text item in cred memo req
3. KLN - free of charge item

Question 13

14. Item cat functions (8):

Answer 13

1. Separate business data
2. Completion rule
3. Sched lines permitted
4. Deliv relevance
5. Bill relevance
6. Pricing
7. BOMs
8. Basic function (partner det, mat det…)

Question 14

15. Assign item cat to sales doc type (2):

Answer 14

1. Config sys to det item cat auto when creating an order

2. Assignment is influenced by item cat grp from mat master, which allows to grp diff mat

Question 15

16. BOM (3):

Answer 15

1. In customizing, assign item cat to main and sub items of BOM
2. Item cat grp in mat master defines item cat of BOM main item
3. Control in customizing which items are relevant for pricing

Question 16

17. Pre-sales sched line cat (2):

Answer 16

1. AT - inquiry sched line

2. BN - sched line in quotation w/o MRP

Question 17

18. Sales phase sched line cat (2):

Answer 17

1. CP - order sched line w/ MRP

2. C0 - consignment issue w/o avail check

Question 18

19. Outline agreement sched line cat (1):

Answer 18

1. CV - sched agreement w/ consumption based MRP

Question 19

20. Complaints sched line cat (2):

Answer 19

1. DN - sched line in returns w/o MRP

2. D0 - consignment returns

Question 20

21. Sched line cat functions (6):

Answer 20

1. Goods movto
2. Deliv relevance
3. Purchasing
4. Avail check
5. Requirements transfer
6. Basic functions (e.g. incompleteness)

Question 21

22. Assign sched line cat to item cat (4):

Answer 21

1. Sched line cat are assigned to item cat
2. To propose sched line cat auto when creating an order and determine ones are avail for manual selection
3. Assignment is influenced by MRP type in mat master
4. To det sched line cat sys first looks into key comb of item cat / MRP type, then for the key comb of item cat / no MRP type