Sales Processes & Sales Customizing Flashcards
VOV8
Sales Document Customizing
VOV7
Item Category Customizing
VOV6
Schedule Line Category
VOV4
Item Category Determination
VOV5
Schedule line Category Determination
VTXX
Copy Control Configuration
First X target, second X source
VOPAN
Partner Determination
3 major classes of business processes
Sales, Delivery, and Billing
Internal number range vs External number range
Internal takes precedence
Sales Document Type: General Control Fields
Reference Mandatory Check Division Probability Check Credit Limit Credit Group Output Application Material entry type Item Division Flag Read Info Record Check purchase order number Enter Purchase Order flag Commitment Date
Sales Document Type: Transaction Flow Fields
Doc Price Procedure
Status Profile
Quotation Messages
Incomplete messages
Sales Document Type: Shipping Fields
Delivery Type
Delivery Block
Shipping Conditions
Immediate Delivery
Delivery Type is defined from…
Shipping section of Sales Document Type
Shipping conditions sales document type vs shipping conditions customer master
Shipping conditions from Sales Document Type take precedence
Sales Document Type: Billing fields
Dlv-rel Billing type Order-rel Bill type Intercompany bill type Billing type Billing plan type Checking group
Intercompany Billing
Company Code B ships goods to Customer X and sends invoice to Company Code A who is selling to Customer X
Sales Document Type: Requested delivery date
Lead time in days (the workdays added to the current system date for a proposed delivery date, if customer does not request a date)
CS01
Create Bill of Material
Single level BOM
one level of components
Multi-level BOM (Super BOM)
multiple levels of components
Item Category Type: Important Business Data Fields
Schedule Lines Allowed Item Relev for Deliv Returns Billing relevance Credit Active Pricing Completion rule Special Stock Billing Plan type Billing block
Item Category Type: Bill of Material configuration fields
Structure Scope
Create Delivery group
Item Category Type: Transaction flow fields
Incompletion Procedure
Partner Determination Procedure
Text Determination Procedure
Status Profile
General Item Category Group vs Item Category Group
Item Category Group is important, General is not
Determination of Sales Item categories
Item Category Group + Sales document type + Usage + High level Item Category
Schedule Line Category Type: Business Data
Delivery Block
Movement Type
Order Type
Item Category
Schedule Line Category Type: Transaction flow
Requirements
Availability
Blocking of one or multiple line items is controlled at the…
Schedule line category level
Movement type
Represents a change in value
3rd party drop ship
Company A has vendor X ship goods to Customer Y because Company A does not have the goods
Utilizes Item Category TAS and Schedule line category CP
Scheduling Agreement
SH
Does not have release orders
Has schedule line types
Contract
CT
Quantity Contract
QC
A contract for a fixed quantity to be delivered
Created after the quotation but before the order
Does not transfer requirements
Service Contract
SC A contract for a fixed quantity of goods and service for the goods. Does not have release orders Is not created with reference No deliveries necessary May have periodic/milestone billing Integrates with (CS) module Item cat does not allow schedule lines
Value Contract
WK1
A contract for a fixed value of goods to be delivered
Master Contract
GK
Rarely used but exists
Causes for Quantity Contract
Production quantity limited
Customer signs up for special price for a certain volume of material
VA41
Contract creation
Release Order
An order referenced from a contract
Causes for Service Contract
For service items | Repair Annual Maintenance
Typically follows a periodic Billing plan at line item level
No deliveries or release orders done typically
Causes for master contract
Header data will be copied to lower level contracts
No line item data in the master contract
Ensures consistent Header data across lower level contracts
Causes for value contract for a specific material
WK2
Limits goods/services to customers by total value but of a specific material
Limited for a specific value
Configurable Materials are used typically
Causes for value contract for an assortment of materials
WK1
Requires an assortment
Assortment module
An assortment of materials
WSV2
Create Assortment module
Service Contract
Uses service materials, different Item Category
Item Category associated with a billing plan
A sales order is backorded if..
multiple schedule lines exist for the same line item
Sales doc config: Indicator
Certain programs are associated with the indicator which allows for added functionality for certain order types
Item Division
Any material is uniquely belong to only one Division
Maintained in the material master in the “Basic data 1”.
Sales doc config: Item Division flag
If the Item division field is not activated, then system will not search the material master to which division the material belongs to. In this case the header division is copied to each item.
Sales doc config: Check division field
Controls how the system will behave if the header division & Item division are different
Header division
Division from sales area when creating a sales order
Sales doc config: Probability
The system calculates the probability that the customer will place an order following the sales quotation. The system uses an order probability percentage from the customer master record and combines it with the order probability percentage of the sales document type.
Works in tandem with Material requirements and customer master record
VD51
Customer material info record creation
Sales doc config: Read info record
System always read the info record to determine the order type, among other things
Here we can also maintain or newly assign
Delivery priority
Shipping conditions
Delivering plant
Minimum order quantity.
Sales doc config: Commitment date
Used on sales orders (and/or items on the order) with a “delivery time” set. The delivery time is the maximum length of time you say you’ll take to fulfill a line item on the order.
Commitment date option: A
Means to automatically set the commitment date to the order date plus the delivery time unless the customer wants it later. Use it for orders where it should never be delivered earlier than the delivery time, even when material is available for an earlier delivery.
Commitment date option: B
Means to automatically set the commitment date to either the first date that the confirmed quantity can be delivered or to the order date plus the delivery time, whichever is earlier. If you re-save the order again and don’t change the material, requested quantity, order date, or delivery time, then even if more material will be available earlier than the commitment date, it won’t change the commitment date.
Commitment date option: C
Means to do like setting B, except if you re-save the document, if material is available for delivery earlier than the commitment date, it will change the commitment date to the earlier date.
Sales doc config: Screen sequence group, display range, and function code for over. scr.
These control how the interface is represented in the sales document.
Sales doc config: Incompletion procedure
The incompletion procedure used for the given sales document type
Sales doc config: Transaction group
Controls the data to be updated in the respective tables for each transaction of the respective document type
Sales doc config: Quotation messages
Used to set a check which then provides a message for open quotations when creating a sales order of the given doc type
Sales doc config: Outline agreement
Used to set a check which then provides a message informing of open contracts when you create a sales order
There’s extra field which is supplementary. Where value “A” means the system finds all contracts where the sold-to party of the sales order is an authorized partner to release orders. “B” system finds all contracts where the SP is authorized to release based on customer hierarchy
Sales doc config: Status profile
A status can allow, prohibit or issue a warning for any subsequent process. Useful to track activities in a sequence and create workflow based approval process
Create status in BS02, and assign it to document type, in document type configuration. Can exist at item level as well.
Sales doc config: Message: Mast.contr.
Field which controls whether the system checks for existing master contracts during contract creation.
Message: Mast. contr. option A
Check if a master contract of this order type exists
Message: Mast. contr. option B
Check determines only one suitable master contract exists, you want this master contract to be copied
Massage: Mast. contr. option C
If you want to branch directly the list of suitable contracts after the check has been performed`
Sales doc config: Alt. sales doc. type1/2
During sales document processing you can switch to one of the sales document types specificed here
Sales doc config: Incomplete messages
Indicates whether you can actually save an incomplete sales document
Sales doc config: Variant (transaction flow)
With the help of technical consultants, screen variants can be defined to hide some tabs in the sales order during sales order processing by default, depending upon the transaction types. You can assign various transaction variants to individual sales document types. You create various variants (SHD0) for the same transaction in order to simplify your transaction flows.
Sales doc config: Corr. delivery type
System automatically proposes this delivery document type when the user initiates correction deliveries with reference to this scheduling document types.
Sales doc config: Schedule line agreement delivery block
Delivery block can be assigned at scheduling agreement document header level. So that system proposes delivery block for all items in the scheduling agreement as some one in the business has to check scheduling agreement before initiating outbound deliveries.
Sales doc config: Usage
In scheduling agreements one material can be given with different usages.
The usage can be specified at the header level that applies to all line items in the scheduling agreements.
The usage defines the conditions under which a material is sold. It can be entered at item or header level. Entries made at header level are valid for all items.
Sales doc config: MRP for delivery Scheduling type
The value of this field determines whether MRP check should be carried out for scheduling agreement document types.
Specifies whether forecast delivery schedules or JIT delivery schedules are relevant for planning and/or delivery.
Sales doc config: Immediate delivery
Controls whether a delivery should be created as soon as the order is saved. You can differentiate between whether this happens generally for all items, or just for items that have a confirmed quantity on that date.
Sales doc config: Ship Cost info profile
Contains proposal values for the shipment ost information the sales order, such as the transportation planning point, the shipment type and the shipment cost pricing procedure. You can also assign different transportation planning profiles to a shipment cost information profile.
Transportation planning profiles
Used to carry out different options for shipment cost determination.
Sales doc config: Ship.Con.Ship-to-p.
Automatically copies the shipping conditions maintained in the ship-to-party master record during sales document processing.
Sales doc config: ProdAttr.messages
Check whether the ship-to-party accepts the attributes of a product which is entered manually in a sales document.
Sales doc config: CndType line items
Condition type for costing for this sales document
Sales order costing
Finding out the planned costs for an item
Consignment Fill-up
Dropping material at the customer’s site so they can keep it on-hand.
Delivery required with picking
No billing
Movement type 631
Consignment Issue
Customer uses the stock from consignment fill-up.
Delivery required but not relevant for picking
Billing required
Movement type 633
Consignment Return
Customer returns stock that was issued, reversal of consignment issue
Return delivery required
Billing required
Movement type 634
Consignment Pick up
Picking up stock from customer that was not used, so the opposite of Consignment Fill-up
Return Delivery required
Billing not required
Movement type 632
Schedule line category determination
Item category + MRP type of material
Inquiry and schedule line category
No availability check
Not relevant for delivery
Schedule line exist for information purposes only
Quotation and schedule line category
Schedule line is not relevant
No movement type
Schedule line category code
Schedule line category has two alphanumeric key
First Char A - Inquiry B - Quotation C - Sales document D - Return
Second Char
T - No inventory management i.e. services
X - No inventory management with goods issue
N - No planning
P - MRP planning
V - Consumption based planning
Product Proposal
Sales document type
A list of materials and order quantities that are regularly ordered together by a customer
Sales-area specific and can be referenced when creating the sales order
Key fields for product proposal
Both in Sales tab of sales area data of a customer master
Item Proposal
PP
Product proposal options
Propose item(s) in the order with no quantity Propose item(s) in the order with the default quantity Pick from the product proposal list and choose exactly which materials and their quantities
Activating Product proposal
In order Edit -> additional functions -> propose items
Sales doc config: Checking group
Defines how the system carries out checks on payment card data in different SD documents
Sales doc config: Paymt guarant proc.
Tells system what form of guarantee procedure to use for this sales document
Sales doc config: Payment card plan type
Used if you want your system to accept payment card
Sales doc config: Lead time in days
The requested delivery date
Sales doc config: Propose delivery date checkbox
Used to propose the current date as the delivery date
Sales doc config: Date type
Allows user to set the format of the delivery schedule line date for internal system use
Sales doc config: Proposal for pricing date
Allows you to specify the valid-from date for the pricing of the reference document, or the requested delivery date, or the current date
Sales doc config: Propose valid-from date
Allows you to determine when the valid-from date for pricing should be. Used in quotations typically
Sales doc config: Propose PO
Proposes the current date as purchase order date
Sales doc config: PricProcCondHeadr
Pricing procedure conditions at header level for contracts
Sales doc config: PricProcCondItem
Pricing procedure conditions at item level for contracts
Sales doc config: Contract profile
default setting that will propose default data such as validity dates into the contract you are creating
Sales doc config: Billing request
Used for service contracts, to bill the customer for a service that was not agreed to in the original service document. Used to maintain the value for a Billing request (a type of document), standard is LV
Sales doc config: Contract data allowed
Allows what data is to be copied over contract item data from header contract data
Sales doc config: Subs order type
Assigned if you should define a follow-up action for the contract. If you wish your contrac to create a quotation for a new contract one week before front
Sales doc config: Check partner Auth.
Used by the system to check the partner type creating a release order against the contract. Only Sold-to and Sold-to for release, partner functions are allowed
Sales doc config: Update low lev. cont.
Used by the system to update lower-level contracts, should the data you are changing be the master contract
Sales doc config: Business transaction
Used by the system to signal that communication must take place with the APO (Advanced Planner and Optimizer) system to determine the ATP of the sales document type
Item Category Config: Item type
Controlling indicator to the system
Item Category Config: Completion rule
Used to determine when the item is deemed to be complete. If you want to use this, you need to update the document flow indicator in copy control.
Item Category Config: The special stock indicator
Should be set for items that are processed as special stock.
Item Category Config: Revenue recognition input
specifies the revenue recognition category for this item. Revenue recognition category determines when revenue is claimed for an item.
Item Category Config: Delimit start date
Used to determine the start date of the period in which revenues are to be recognized
Item Category Config: Business item checkbox
Used to flag if the system should allow the item business data to be different from the business data at the header level
Business data
A group of sales details, shipping details, and billing details, found at both the header and item level.
Item Category Config: Weight/Vol. Relevant
Whether weight and volume are relevant.
Item Category Config: Credit active
Is the indicator relevant for credit control updating and credit statistics.
Item Category Config: Determine cost
Tells the system to use the condition type VPRS on the pricing procedure to indicate the cost price of this item.
Item Category Config: Autom.batch determ.
Indicates the system to carry out batch determination for this item at the time of the sales order.
Batch determination
The process whereby one allocates a material batch to an item. This can happen at the time of the order, delivery or even in the warehouse management module.
Item Category Config: Rounding permitted
Rounding is set in the customer material information record or material master record. Allows system to round up or down the order quantity.
Item Category Config: Order qty = 1
Should you wish your sales item to be limited to a quantity of one per line item
Item Category Config: Item Cat.Stats.Group
Used by the logistics information system to indicate which item categories are relevant for statistical updating.
Item Category Config: Screen Seq.Grp
Used to control which screens you see when displaying a line item
Item Category Config: Status profile
Key that indicates a status profile.
Item Category Config: Create PO automatic.
An indicator for ALE to enable automatic creation of a purchase requisition and purchase order for 3rd party items
Item Category Config: Config. Strategy
Controls which checks and processing are run automatically or are allowed during configuration.
Item Category Config: Mat. Variant Action
Controls how the system reacts when it determines that an existing configuration is already used as a stockable type.
Item Category Config: ATP material variant
Specifies if the system should run an ATP check for the material variants
Item Category Config: Application
Represents a process for automatic determination of alternatives in the different org areas within a company.
Item Category Config: Variant Matching
Activates variant determination
Item Category Config: Create Delivery group
Determines whether sub-items that belong to a main item, and which resulted from a BOM explosion, are to be combined in a delivery group
Item Category Config: Manual alternative
Allows you to select the alternative manually
Item Category Config: Param. effectivities
Controls that the item can be maintained with parameter effectivity
Item Category Config: Value contract matl
System copies the material specified here to the contract item
Item Category Config: Contract Release Ctrl
Controls how the system reacts when the value of your release order for a value contract item reaches or exceeds the open target value
Item Category Config: Repair proced.
Repair procedures are assigned to each item category
Item Category Config: Billing form
Specifies whether a flat rate or the dynamic items are invoiced individually when performing billing using a resource-related billing document
Item Category Config: DIP prof.
Used to calculate and summarize items to be billed for resource-related billing
Dynamic item processor
Tool that the system uses to sumarize data into dynamic items in a sales price calculation, resource-related billing, or data determination
Item Category usage
A value which describes what you are using an item for. For example if usage is “TEXT” system knows that refers to a text item, so you can enter a text in the material field instead of an material number.
Schedule line cat Config: Movement type step 1
Used when two goods movements need to happen for a schedule line category
For example, a stock transfer, (the issue of stock from one plant to another, and the receipt of the stock into another plant)
Schedule line cat Config: Order type
The assignment of the purchase requisition type to the schedule line. This allows the system to automatically create a purchase requisition for this schedule line category. Used for 3rd party sales.
Schedule line cat Config: Item category
The item category of the purchasing document or purchase requisition
Schedule line cat Config: Acct.assig.cat
Used to determine which account assignment is necessary for the item
Schedule line cat Config: P. req.del.sched
An indicator set should you want the system to re-determine the delivery dates of the schedule line based on the expected receipt times generated from the purchase requisition.
Schedule line cat Config: Req/Assembly
Used to transfer the requirements for the material to production
Contract profile
The profile for a contract, thus containing relevant info for contract
Contract profile config: Contract start rule
Acceptance date
Contract profile config: Contract end rule
Contract start date + contract validity
Contract profile config: Val. period category
Validity of the contract
Contract profile config: Cancellation proced
Procedure
Defining rules for determing dates
Baseline date Time period Time unit Last of month Calendar ID Contract data (force system to always use header contract data to determine baseline date)
Val. period.category
Define the validity period categories
Defining rules for determining dates
Baseline date Time period Time unit Last of month Calendar ID Contract data (force system to always use header contract data to determine baseline date)
Sales item cat config: RBA Control
Used if you run the availability check for items with the same item category using the global availability check in SAP APO. You control the rules-based ATP check at item category level.
Status profile config fields: Auth code
Used to see if the user performing the change to the status has the required authorization
Status profile config fields: lowest and highest
Used to determine the lowest option you can go to for a status, and highest is the furthest option you can go to for a status
Schedule line types
Used in scheduling agreements for information purposes only. Not schedule line categories.
Quotation
Proposed agreement of a price and quantity for a particular material or service for a particular date.
Can have pricing and schedule lines
Cash Sales
BV standard doc type
Customer places order and picks up and pays for the goods at the same time
Delivery automatically created and invoice prints out
Can be or not be relevant for picking
Goods issue happens automatically in background
No accounts receivable postings
Rush Order
SO standard doc type
Customer places the order and collects the items immediately or materials are shipped immediately.
Customer invoiced later
Delivery automatically created
Credit Order Process
Two types of credit procedures
Customer gets bad materials
Customer is overcharged
Debit Order Process
Used when a customer is undercharged
Return Order
RE
Invoice Correction Request
RK
Proposes a new way of processing complaints and issuing credit and debit memos. Allows you to correct the quantity and the price for one or more faulty items.
Each invoice correction request contains two items for each item in the invoice. First item is the value and quantity copied from the referenced invoice. The second item is the debit item which represents the correct quantity and or value.
Sales doc config: Material Entry type
This field defines the expected input value for the material field during the sales order entry
Sales doc config: Display range
The value you select in this field controls which details for a structured item, such as a BOM, will be shown during the sales document display
Sales doc config: FCode for oversv.scr.
Tells SAP which overview screen to display first when you are processing a sales document.
Sales doc config: Group reference procdure
Used for master contracts to determine which data is to be copied or proposed into lower level contracts.
A service contract item can be…
A service task, once off
A material used in the service
Time charged for a technician’s hourly rate
Contract grouping
Process whereby several lower-level contracts are linked to one master contract to ensure data consistency
Planning delivery schedule
An internal delivery schedule used to plan requirements more efficiently
3 sections of planning delivery schedule
Maintain Delivery schedule splitting Rules
Maintain Planning Delivery Schedule Instructions
Assign Delivery Schedule Splitting Rules
Maintain Delivery schedule splitting Rules
Determine the characteristics of the planning delivery schedule
Maintain Planning Delivery Schedule Instructions
Define the split of schedule line quantities between the different days in the planning delivery schedule and the forecast delivery schedule
Assign Delivery Schedule Splitting Rules
Assign the splitting rules to the planning delivery schedule
Sales activities
These are the following types of sales activities… Sales activities are categorized as Presales… These are not where you sell material rather you do your preparation for sales with the customer…
Sales Call, Phone Call, Sales Letter, Internet Mailing, etc…
The two minimum factors for determination of the item category
Document type
Item category group
Which item category group has to be specified in the material master to enable pricing at the sub-item level of the bill of material
LUMF
Down payment billing plan
Made for producing and delivering goods to customers in the capital goods, or plant engineering and construction industries.
Created as a deadline in the billing plan. This enables you to agree on as many down payments as required for different dates. The date for the down payment request yet to be created is specified in the deadline, and the system uses payment conditions to assign a due date to the down payment.
