Overview Flashcards
Concepts covered
- Organizational Units
- Sales order processing
- Sales doc type
- Item Category
- Schedule line category
- Data flow
- Special business transactions
- Incompleteness
- Partner Determination
- Outline agreements
- Material determination
- Free goods
Sales Documents
- Inquiry
- Quotation
- Free-of-charge delivery
- Free-of-charge subsequent delivery
- Order Returns
- Contract
- Scheduling Agreement
- etc
Shipping Documents
- Delivery
- Shipment
Billing
- Debit Memo
- Invoice
- Credit Memo
Overall status
- Reflects its processing status
- Depends on the different status values in the document
Document
Business process representation
Document Header
- Contains general data
- Default values valid for the whole document
Items
Contains data about the goods and services ordered by customer
Data in items
- Material number
- Description
- Prices
- Terms of Delivery and Payment
Schedule lines
- Contains data for shipping and procurement
- Required for any item with delivery
- Ex. Delivery dead line, Order quantity
Presales documents
- Inquiry
- Quotation
Objectives of organizational structures in the SAP system
- Achieve flexibility in representing complex corporate structures
- Adapt to changes in the corporate structure
- Distinguish between views in logistics (sales and distribution, purchasing, etc.), cost accounting, and financial accounting
- Process data across company codes
Client
- Self-contained technical unit
- All organizational units are subject to one
- General data and tables are stored at this level
Business area
- A separate business unit for which cross-company code internal reporting can be carried out
- Business areas are not limited by company codes
- You use business areas if you want to calculate profit and loss statements independently of the company code
Organizatinal Units
- Sales Organization
- Distribution Channel
- Divison
- Sales Office
- Sales Group
Sales Organization
- Represents the sales orgnational structures in SD
- Each Sales org, represents a selling unit as a legal entity
- Each business transaction is processed in a Sales Org
- Assinged to only one company code
- 1 <= plants
- Each Sales Org has it’s own master data and condition records
Distribution channel
- Provide structure for distributing goods
- Customers can be served through one or more distribution channels within a sales organization.
Division
- Product range
- Can carry out statistical analyses for a division
- Can make customer-specific agreements for each division
Sales Area
- A combination of sales organization, distribution channel, and division.
- Sales documents, delivery documents, and billing documents are always assigned to a sales area
- Every sales process always takes in a specific sales area
- Relevant master data can usually be maintained explicitly for each sales area
- Can carry out analyses within a sales area such as evaluation of sales volume, for example
Sales Offices
- Define geographical aspects of the organizational structure
- Can be an office or terriorty/region
- Can be assigned to multiple sales areas
Sales Group
- Can be assigned to a Sales Office
- Employees can be assigned to sales groups
- Consists of a certain number of sales persons
Sales Person
Assigned to a sales office and sales group in a sales employee master record
Information sources
- Master Data
- Existing Document Data
- Customizing
- Hard-coded controls
Business partner role
- Used to carry out a business classification of a business partner
- The attributes of the BP role depend on the particular transaction involved
BP roles
Used to determine screen sequence and field control of the Business Partner master data
- Contact person
- Employee
- Organizational unit
- Internet user
Functions to display and edit BP roles
- Overview of all roles assigned to a business partner
- Deletion of a role assignment
- Time-based validity of a role assignment
- Where-used list for a role (for example, in an application)
BP Category
A way to denote different types of Business Partners
Three types
- Natural person (private individual)
- Organization (for example: company, department in a company, club, association)
- Group (for example: married couple, shared living arrangement)
Business Partner Grouping
Determines whether and how the business partner number must be entered in the business partner field
Essential Partners for Sales Transaction
- Sold-to party
- Ship-to party
- Bill-to party
- Payer
BP is the single point of entry to create, edit, and display master data for business partners, customers, and vendors.
True
Business data
- Payment conditions, Incoterms, etc
- Defined at document header level or for each item
You can decide in Customizing for the item category whether business data at item level should be able to differ from business data at header level. You define this option separately for each item category.
True
System check of master records for plant options
- Customer-material info record
- Customer master record for the ship-to party.
- Material master record.
Sold-to party includes all four mandatory partner functions.
True
Account Group
Controls the number range, field modification, and the partner procedure with its partner functions
SAP Business partner is controlled by
Business Partner Category, Grouping and assignment of the Business Partner Role
How do you integrate the SAP Business partner in the role Customer to an SD account group?
An own grouping for the SAP Business partner.
- prerequisite is an own grouping for the Business Partner and an own account group
- integration is controlled in Customizing by Master Data Synchronization with the help of the Customer/Vendor Integration
Some basic functions needed to be configured for sales documents
- Partner determination
- Pricing
- Mesage determination
- Text determination
- Material determination
- Credit management
- Incompleteness
- Delivery scheduling
Pre-sales document types
IN = Inquiry
QT = Quotation
Outline Agreements types
CQ = Quantity Contract
LP = Scheduling Agreement
MV = Rental Contract
WK1 = General Value Contract
Sales document types
OR = Standard order
SO = Rush Order
BV = Cash Sales
KB = Consignment Fill-up
FD = Free-of-charge delivery
Complaint document types
RE = Returns
CR = Credit Memo Request
SDF = Free-of-charge subsequent delivery
DR = Debit Memo Request
Pre-sales item categories
AFN = Standard item in inquiry
AGTX = Text item in quotation
Item categories Outline agreements
KMN = Standard item in quantity contract
WVN = standard item in maintenance contract
WKN = item in value contract
Item categories for Sales documents
TAD = Service in standard order
BVNN = Free-of-charge item in cash sales
KEN = Standard item in consignment issue
Item categories for compliant documents
REN = Standard item in returns
G2TX = Text item in credit memo request
KLN = Free-of-charge
item category is defined with…
a four-digit key
Item category controls
What the item does in the sales document and in any subsequent processing for the business transaction
- Separate business data from header
- Completion rule
- Schedule lines permitted
- Delivery Relevance
- Billing Relevance
- Pricing
- Bills of Material (BOMs)
- Basic functions
- Partner determination
- Text Determination
- Incompleteness
The delivery relevance indicator is only for….
items without schedule lines
Sub-items
Free goods
BOM components
Service items
item category group
allows you to group together different materials that behave in a similar way during sales and distribution processes
defined in material master record
Item category determined by…
sales document type + item category group + item usage + item category of higher item (if relevant)
BOM
Item composed of consists of several components
Item Category Group: ERLA
Item Category of main item: TAQ -> Pricing
Item Category of sub-itme: TAE -> Not Priced
Item Category Group: LUMF
Item Category of main item: TAP -> Not priced
Item Category of sub-item: TAN -> Pricing
Pre-sales phase Schedule line categories
AT = inquiry schedule line
BN = Schedule line in quotation without MRP
Outline agreement schedule line categories
CV = Scheduling agreement with consumption-based
Sales phase schedule line categories
CP = Order schedule line with material requirements planning
C0 = Consigment issue
Complaint schedule line categories
DN = Schedule line in returns without MRP
D0 = Consignment Issue
schedule line category is defined with…
a two-character key
first char indicates the sales process
- A = Inquiry
- B = Quotation
- C = Order
- D = Returns
second char indicates what happens to the schedule line within logistics.
- D = No inventory management
- X = No inventory management with goods issue
- N = No MRP
- P = Material requirements planning
- V = Consumption-based planning
Schedule Line Category
- Purchasing
- Availability check
- Goods movement
- Requirements transfer
- Basic functions
The movement type
Control which changes to quantities and values are posted to inventory accounting
Inventory management
Responsible for maintaining the movement types
MRP type helps..
Propose the schedule line category
Schedule lines
Contain delivery quantities and dates for a sales document item
Completion Rule and Reference Status
- Completion rule A:
- An inquiry item is given “Completed” status as soon as it has been referred to in a quotation.
- Completion rule B:
- A quotation item is not given “Completed” status until the complete quantity has been copied to the subsequent order. If only some of the quantity is copied, the quotation item is given the status “Partially referred”.
copying control
determine which document types can be copied to another document type
You set up copying control for header, item, and schedule line levels to match the structure of your sales document.
To control the copying procedure, at each level you create…
- Routines for data transfer:
- Copying Requirements
- Switches
Routines for data transfer
These routines control transfer of fields in the preceding document
Copying Requirements
Here you define requirements that are checked when you create a document with reference. If these requirements are not met in a particular case, the system issues a warning or error message and if necessary, terminates processing
Switches
There are switches for setting specific controls for each transaction. For example, you can activate or deactivate the transfer of item numbers from the preceding document at header level for sales documents
Consignment Fill up
- Order
- Delivery
- Picking
- Goods issue
Consignment Issue
- Order
- Delivery
- Goods Issue
- Billing document
Consignment Pick-up
- Order
- Inboud Delivery
- Goods receipt
Consignment Return
- Order
- Delivery
- Goods receipt
- Billing document
Incompletion log
A list of all essential data in a sales document not yet entered in the system
Incompletion procedures
Where you define what fields are necessary for completion and assign these procedures to the relevant sales document types, item category, and schedule line category
Status group
Sign to each field in the incompletion procedure
When you define the status groups, you decide which steps should be prevented if data is missing
Business partners
- Customer
- Vendor
- Employee
- Contact person
Business relationships
- Vendor sells to Customer
- Contact person works for Customer
- Contact person(consultant) for Customer
- Customer Customer, different sold-to and ship-to
- Contact person connects with Employee
- Employee Customer, customer manager
Business Partners
Represented in SAP by partner type
- Customer(KU)
- Sold-to, Ship-to, Payer
- Vendor(LI)
- Vendor, Carrier
- Contact person(AP)
- Contact person, Purchaser
- Personnel(PE)
- Sales Representative
- Customer Adviser
You can also define partners at the header and…
item level in the sales documents
Partner Determination Procedure
- Define Partner Functions
- Partner determination for
- sales documents,
- assign document types
- customer master records
- assign account group
- sales documents,
account group
Determines,
- For each data field, whether it is displayed or not and whether maintenance is mandatory, optional, or not possible
- The number range
- A number of other control elements, such as for partners and texts of the customer master
Outline agreements
Customers and vendors agree on the goods to be provided under certain conditions and within a specific period of time. Outline agreements streamline business processes for both partners in a business relationship.
Scheduling Agreement
Outline agreement valid for a certain period time.
Contains fixed delivery dates and quantities contained in the schedule lines
Quantity Contracts
- An outline agreement between you and your customer that is valid for a certain time period.
- The contract does not contain any schedule lines, delivery quantities, or delivery dates.
- The same functions are available in contracts as in orders.
- You can also agree on special price agreements or delivery times.
- Customer fulfills the contract with individual releases
- Schedule lines are created in the release order when it is placed.
- The release order is then processed like a standard order.
- Any special agreements regarding prices or delivery deadlines are copied from the contract.
Release orders
Created with reference to a contract
Value Contract
An outline agreement between you and your customer
Specifies that your customer agrees to purchase a fixed value (target amount) of goods and services during a defined period.
can contain other agreements between you and your customer that are checked in the release orders:
- Special price agreements
- Customer restrictions
- Material restrictions
You can restrict materials allowed in a value contract..
- Using product hiearchy
- list of valid materials
- assortment module
Assortment modules
maintained in the master data for products
define a validity period for each material in the assortment module
Billing a release order:
You can use the standard order OR for release orders. Billing can be either order-related or delivery-related
Billing a value contract
Order type WA exists in the standard system for the release. The value contract is then billed according to the order
WK1 Value Contract
Refers to different materials and services
Item Category: WKN
Item Usage: VCTR
No item category group
WK2 Value Contract
Contact contains only one material
item category: WKC
Item category group: VCIT
No item usage
Check partner authorization field
The sales order can be set up as a customer list (rule A) or via the customer hierarchy (rule B).
Material Determination
A tool for automatically exchanging materials in a sales document
material listing is controlled by…
the condition technique
Material Listing
Used when you want to make sure the customer only receives specific materials
Material Exclusion
Used when you want to ensure that the customer does not receive certain items which are listed for exclusion
inclusive bonus quantity
Free goods part of the order quantity not included in the invoice
exclusive bonus quantities
extra goods that are free of charge
Free good calculation rules
You offer to supply 20 units of free goods for a free goods quantity of 100 units.
The customer orders 162 units (document quantity).
- Rule 1 Prorated: 32 units of free goods [162*(20/100) = rounded down]
- Rule 2 Related to units: 20 units of free goods [100*(20/100) = rounded down]
- Rule 3 Whole units: 0 units free goods [162 is not a complete unit of 100]
free goods quantity
the quantity from which the discount is calculated (not the minimum quantity).
Additional quantity
The quantity delivered free-of-charge.
