6 - Sales Document Configuration Flashcards

1
Q

What are the 8 categories for sales document type configuration in the sales doc header?

A
  1. Numbering
  2. Document
  3. Checks
  4. Contract enhancements
  5. Default dates
  6. Delivery
  7. Billing
  8. Basic functions
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2
Q

Where are numbering ranges configured?

A

Sales doc header

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3
Q

What are the two types of number ranges?

A

internal and external

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4
Q

What is the incomplete switch, how is it controlled, and where is it configured?

A

Doesn’t allow you to save an incomplete document. Controlled by the status group. Configured in the sales doc header.

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5
Q

What is a check division and where is it configured?

A

How the system reacts if the division at the item level is different from the header level. Configured

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6
Q

What are the four checks in a sales doc and where are the configured?

A

Division
Credit limit
Customer/material info record
Check open quotes and outline agreements.

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7
Q

What are the three contract enhancement configurations and where are they configured?

A

Contract data allowed
contract profile
check partner authorization

Configured in header of sales doc.

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8
Q

Two default dates configuration and where are they configured?

A

Proposed delivery date, lead times

Proposed pricing date

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9
Q

Four delivery configurations from the sales doc header.

A
default delivery type
delivery block (also can be config in schedule line)
shipping conditions
immediate delivery switch
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10
Q

What are the three proposed billing types and where are they configured?

A

Delivery-related billing
Order-related billing
Billing Plan

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11
Q

What are the two billing plan types?

A

periodic billing plan

milestone billing plan

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12
Q

Tho basic functions configuration of a sales doc? What level are they config-ed in?

A

Incomplete procedure
document pricing procedure

Header.

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13
Q

What does the item level do in a sales doc?

A

Manages the business process of the item within the sales order.

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14
Q

How many item categories can a material be assigned to per sales org/distribution channel?

A

One

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15
Q

Where is an item category determined for a sales order?

A

in a configuration table.

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16
Q

Item Category determination = ? (4 things)

A

sales document type +
Item category group +
Usage +
Item category of higher-level item

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17
Q

What is a sub-item is assigned to? and config-ed where?

A

higher-level item. Set in header.

e.x. a computer is a higher level item. The mother board, hard drive, etc and sub-items

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18
Q

What does “business item” control and where is it configured?

A

Controls if the business data at the item level can be different then the data in the header.

Config-ed in item level

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19
Q

Where is completion rule config-ed?

A

Item level

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20
Q

Where are pricing options config-ed? And what the options? (3)

A

Item level
Price
Do not price
Price at 100% discount

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21
Q

How is auto batch determined? (3)

A

Item category of sales order, Item category of delivery, or in transfer order.

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22
Q

Where is auto batch determination config-ed?

A

Item level of sales doc

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23
Q

What is auto batch determination?

A

the system automatically groups like “things” together. e.x.multiple shipment to the same ship-to

24
Q

What is “schedule line allowed” and where is it configured?

A

Indicates if you can create schedule lines for a item. Configured in the item level of sales doc.

25
Q

Delivery relevance, where is it configured?

A

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

26
Q

Where is special stock indication configured?

A

Sales doc item level

27
Q

Where is bilking plan type config-ed?

A

Sales doc item

28
Q

Where is billing relevance config-ed?

A

Sales doc item

29
Q

Where are billing blocks config-ed?

A

sales doc item

30
Q

What are the 4 options for billing relevance?

A

order-related, delivery-related, billing plan, intercompany

31
Q

How is BOM exploded?

A

Structured scope.

32
Q

What does exploding a BOM mean?

A

it open each item of a BOM and see it sub-components. i.e. a computer and it’s components.

33
Q

Where is BOM explosion configured?

A

Sales doc item.

34
Q

What does delivery group do?

A

forces every item and sub item in a group to be in dames delivery.

35
Q

Where is delivery group configured?

A

sales doc item.

36
Q

What does the schedule in of a sales doc manage? (2)

A

delivery dates and quantities.

37
Q

What controls if an ATP check is performed?

A

sales doc schedule line.

38
Q

What controls if requirements are passed or not?

A

sales doc schedule line.

39
Q

Where can a delivery block be config-ed?

A

in the sales doc header and schedule line.

40
Q

When is a movement type used?

A

goods issue and good return receipts.

41
Q

What is code 601?

A

movement type in normal post goods issued.

42
Q

What is code 651?

A

movement type in returns.

43
Q

What is product allocation do and where is it config-ed?

A

checks allocation table to ensure customer only gets allocated amount. Config-ed in schedule line of sales doc.

44
Q

What is a third-party PO and where is it config-ed?

A

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.

45
Q

What is the only basic function config-ed in the schedule line of a sales doc?

A

incompletion procedure.

46
Q

Schedule line category = ? (2)

A

Sales doc item category + MRP type

47
Q

What is data flow?

A

The mapping of business processes in sales by creation of a sales document with reference to a preceding document.

48
Q

What is copy control?

A

controls the way data is copied between documents.

49
Q

What are the four components of copy control?

A
  1. Source-to-target
  2. Copy requirement routine
  3. Data transfer routine
  4. copy control config settings
50
Q

What is source-to-target?

A

It controls what documents are allowed to be referenced for data flow.

51
Q

What is copy requirement routine?

A

rules that must be met before the data flow can occur.

52
Q

What is data transfer routine?

A

a routine that moves data from fields in the first document to the second

53
Q

Control setting “complete reference”. What is it and where is it config-ed?

A

not allowed to change anything in the source documents. Must be a complete copy.

Config-ed in sales doc header.

54
Q

Copy item number. What is it and where is it config-ed?

A

source item number is copied to target.

Config-ed in sales doc header.

55
Q

What are the six copy control settings in item levee of sales doc?

A
  1. Update doc flow
  2. copy quantity
  3. copy product selection
  4. copy schedule line
  5. positive or negative quantity
  6. re-pricing type