6 - Sales Document Configuration Flashcards
What are the 8 categories for sales document type configuration in the sales doc header?
- Numbering
- Document
- Checks
- Contract enhancements
- Default dates
- Delivery
- Billing
- Basic functions
Where are numbering ranges configured?
Sales doc header
What are the two types of number ranges?
internal and external
What is the incomplete switch, how is it controlled, and where is it configured?
Doesn’t allow you to save an incomplete document. Controlled by the status group. Configured in the sales doc header.
What is a check division and where is it configured?
How the system reacts if the division at the item level is different from the header level. Configured
What are the four checks in a sales doc and where are the configured?
Division
Credit limit
Customer/material info record
Check open quotes and outline agreements.
What are the three contract enhancement configurations and where are they configured?
Contract data allowed
contract profile
check partner authorization
Configured in header of sales doc.
Two default dates configuration and where are they configured?
Proposed delivery date, lead times
Proposed pricing date
Four delivery configurations from the sales doc header.
default delivery type delivery block (also can be config in schedule line) shipping conditions immediate delivery switch
What are the three proposed billing types and where are they configured?
Delivery-related billing
Order-related billing
Billing Plan
What are the two billing plan types?
periodic billing plan
milestone billing plan
Tho basic functions configuration of a sales doc? What level are they config-ed in?
Incomplete procedure
document pricing procedure
Header.
What does the item level do in a sales doc?
Manages the business process of the item within the sales order.
How many item categories can a material be assigned to per sales org/distribution channel?
One
Where is an item category determined for a sales order?
in a configuration table.
Item Category determination = ? (4 things)
sales document type +
Item category group +
Usage +
Item category of higher-level item
What is a sub-item is assigned to? and config-ed where?
higher-level item. Set in header.
e.x. a computer is a higher level item. The mother board, hard drive, etc and sub-items
What does “business item” control and where is it configured?
Controls if the business data at the item level can be different then the data in the header.
Config-ed in item level
Where is completion rule config-ed?
Item level
Where are pricing options config-ed? And what the options? (3)
Item level
Price
Do not price
Price at 100% discount
How is auto batch determined? (3)
Item category of sales order, Item category of delivery, or in transfer order.
Where is auto batch determination config-ed?
Item level of sales doc
What is auto batch determination?
the system automatically groups like “things” together. e.x.multiple shipment to the same ship-to
What is “schedule line allowed” and where is it configured?
Indicates if you can create schedule lines for a item. Configured in the item level of sales doc.
Delivery relevance, where is it configured?
Normally in schedule line of sales doc.
If schedule line isn’t allowed it is config-ed in Item category.
If both are marked item overrides schedule line
Where is special stock indication configured?
Sales doc item level
Where is bilking plan type config-ed?
Sales doc item
Where is billing relevance config-ed?
Sales doc item
Where are billing blocks config-ed?
sales doc item
What are the 4 options for billing relevance?
order-related, delivery-related, billing plan, intercompany
How is BOM exploded?
Structured scope.
What does exploding a BOM mean?
it open each item of a BOM and see it sub-components. i.e. a computer and it’s components.
Where is BOM explosion configured?
Sales doc item.
What does delivery group do?
forces every item and sub item in a group to be in dames delivery.
Where is delivery group configured?
sales doc item.
What does the schedule in of a sales doc manage? (2)
delivery dates and quantities.
What controls if an ATP check is performed?
sales doc schedule line.
What controls if requirements are passed or not?
sales doc schedule line.
Where can a delivery block be config-ed?
in the sales doc header and schedule line.
When is a movement type used?
goods issue and good return receipts.
What is code 601?
movement type in normal post goods issued.
What is code 651?
movement type in returns.
What is product allocation do and where is it config-ed?
checks allocation table to ensure customer only gets allocated amount. Config-ed in schedule line of sales doc.
What is a third-party PO and where is it config-ed?
When your company doesn’t delivery the customers product directly. Instead you give the order to a third-party vendor to fulfill the order.
Config-ed in the schedule line.
What is the only basic function config-ed in the schedule line of a sales doc?
incompletion procedure.
Schedule line category = ? (2)
Sales doc item category + MRP type
What is data flow?
The mapping of business processes in sales by creation of a sales document with reference to a preceding document.
What is copy control?
controls the way data is copied between documents.
What are the four components of copy control?
- Source-to-target
- Copy requirement routine
- Data transfer routine
- copy control config settings
What is source-to-target?
It controls what documents are allowed to be referenced for data flow.
What is copy requirement routine?
rules that must be met before the data flow can occur.
What is data transfer routine?
a routine that moves data from fields in the first document to the second
Control setting “complete reference”. What is it and where is it config-ed?
not allowed to change anything in the source documents. Must be a complete copy.
Config-ed in sales doc header.
Copy item number. What is it and where is it config-ed?
source item number is copied to target.
Config-ed in sales doc header.
What are the six copy control settings in item levee of sales doc?
- Update doc flow
- copy quantity
- copy product selection
- copy schedule line
- positive or negative quantity
- re-pricing type
