SAP SD – Flashcard
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Company Code
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1) Smallest unit of financial accounting 2) Company code is relevant for sales and distribution processes since the revenues of the sales department have to be assigned to it 3) required: balance sheets, profit and loss statement
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Sales org.
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1) all sales docs are assigned to sales org 2) has to be uniquely assigned to a company code 3) more than one sal. org can be assigned to company code 5) in sales org we can sale materials from multiple plants
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Distribution Channel
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1) Has to be assigned to at least one sales org. 2) Use to: define resposnibilities, carry our price structuring, sales statisctics 3) several DstrChan can be assigned to sales org.
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Sales org. + distri. channel
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For each sales org. + distribution channel we can change master data relevant for sales: customer, material, conditions.
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Devision
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Assign to sales org. At least one division in SD. 1) Group material and services 2) Restrict price agreements with a customer to a particular division 3) statistic
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Sales areas
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1) Each sales and distribution document is assigned to exactly one sales area and this relations is make by assigning sales org. to Company Code 2) One sales area can be assign to only one company code 3) master data: customer, prices, discount depend on the sales area
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Business Area
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1) A business area is a separate business unit for which internal reports can be generated for cross-company 2) Not limited by company code 3) using business area as an org unit is optional (using plant as org unit is mandatory) 4)You use business areas to calculate profit and loss statements independent of the company code. In the case of postings made from sales and distribution, the business area can be derived automatically.
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Plant
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1) represent the location from which materials are delivered to customer 2) plan is uniquely assigned to company code 3) to use plant it has to be assigned to one sale org and distr channel, but it might it might be assign to more then one! 4)Plant can be assigned to sales org/ distr channel assigned to different plant ! 4) plant is essential for determing the shipping point 5) can be assigned to several combination sales area and vice versa 6)To deliver goods to customers, each plant must be configured appropriately as a delivering plant in Customizing for sales
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Cross-company sales
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plant of one company code can belong to sales org of another CC
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Shipping point
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Each outbound delivery is processed by exactly one shipping point. It is org. unit, whose employees are responsible for the completing shipping process. Can be set as a goods receipt point which means that can be used as a receipt point for inbound deliveries The responsible shipping point is determine in the order at item lvl.
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Inquiry/ Quotation
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1) Inquiry: - showing the interest by customer - not relevant for date and price 2) Qutation: - legal agreement with customer and it's having time limit
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Sales order
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Contain: 1)cust and material info 2) price inform. 3) information about delivery dates and quantities 4) shipping processing 5) info about billing 6) example. multiple quotation are referenced by a single order
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Procured of material
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1) directly from stock 2) by replenishment from a vendor 3) by replenishment from production
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Shipping process
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1) create outbound deliveries (in reference to one or more sales orders) 2) picking (creating TO from deliveries and controlling the goods movements) 3) packing 4) planning and monitoring of transport 4) posting the goods issue - value based changes relevant in financial accounts
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Schedule line
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Exists only in SO. Each schdedule line becomes individual item on delivery.
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Quotations/ Inquires
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Quotations has to be assigned to SA and include prices
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Steps in sales and distribution process
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1) presales activities 2) sales order processing 3) Procurement 4) Shipping 5) Billing 6) Payment
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Create outbound deliveries from many SO
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1) shipping point 2) due data 3) shipping address
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Picking process
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1) Using TO 2) TO is always relevant for one WH 3) It's created based on outbound deliveries 4) Picking list can contain materials from multiple outbound deliveries
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Posting goods issue
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1) The quantity in inventory management and the delivery requirements (MRP) are updated 2) Update balance sheet accounts (ksiega przychodzow) 3) create financial doc. 4) billing due list 5) status upadate
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Billing document
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1) create in referenced to SO(selling services) or to deliveries(delivered physical products to customer) 2) can combine few document (np few deliveries) if the have the same values: payer, billing date, dest. country 3) After saving billing doc system: - debit posting in accounting on the customer receivables account - credit posting on the revenue account - status update of sales, delivery and billing doc are updated - update of sales statistic - the data regarding to consumption of the customer credit limit is update
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Source data for Sales Documents
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1) Customer master data 2) material master data 3) customer material information 4) condition master data 5) output master data 6) control tables
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Customer Master Data
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Customer Master Data consist of: 1) General data: prevent data redundancy and valid for all org units 2) Sales area data 3) company code data: relevant for accounting
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Customer master sales area data
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Relevant fields are split up in pages: 1) sales - price group, currency 2) shipping - shipping cond., delivering plant 3) billing doc - output tax calassifiaction, payment condition 4) partner functions - ship to part, bill-to, payer.
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Customer address from master data
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Address is always current on sales documents
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Material Master Data
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Consist of: 1) Basic data: valid for all org. units 2) Sales (slsorg.): valid for sales org. and distribution channel only! 3)divion is a general field of the material (can be assigned to only one division) 3) Purchasing: relevant for MM, valid for plant 4) Sales (general/plant): valid for delivering plant 5) Further
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Service in material master data
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Service material master data has to exist in order to use it in SD 1) Standard material type: DIEN = service, no inventory managment 2) Item category group: LEIS = service without delivery
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Division-specific sales processes
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The mix of materials with different divisions is then not possible within the corresponding sales orders. Compared to the division in the order header
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Cross-division
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It's possible to processing multiple materials with various divisions in a sales order. In customizing of sale doc. type: 1) possibility to enter multiple materials with various division 2) the way system repsond (warning) 3) wheter the division is copied from SO header or from MM data
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Customer -Material Info
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2) A customer-specific material description 3) Material-specific shipping information for this customer If customer-material info record are defined for customer and material , the default values take priority over the values from customer and material master data
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Condition master data categories
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1) Prices 2) surcharges/ discount 3) Freight 4) Taxes The separate condition master records can be dependent on various characteristics. For example, a material price could be customer-specific or a discount dependent on the customer and the material pricing group. In Customizing, you can define the key characteristics on which prices, surcharges and discounts, freights or taxes can be dependent in a very flexible manner (you can make conditions dependent of almost any document field).
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Condition type
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Controls the properties of the condition master record. Have to be set up before if you want to create CMR. Condition types control: 1) condition class (np. price or disount) 2) scales (are scakes allowed and is a value or quantity scale) 3) level (header or item) 4) validity period
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Condition technique
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A complex set of regulations in customizing controls how automatic pricing is executed. 1) Define condition types for each of the price elements (prices, discounts, and surcharges) that occur in your daily business transactions. 2) Define the condition tables that enable you to store and retrieve condition records for each of the different condition types. 3) Define the access sequences that enable the system to find valid condition records. 4) Group condition types and establish their sequence in pricing procedures.
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Output master data
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1) Output is information that is sent to the customer through mail, EDI or fax.2) 2) In out master data is define: transmission medium, the time of output creation, partner function for output type 3) form of output is define in SAPscript and it's assigned to an output type 4) output takes place by using condition technique
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Common Master Data
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Allow to define distribution channels or division which have the same master data valid within sales organization. Allow to update statistic for different distribution channel without having to create master data for the various distribution channel. For customer master data is possible to configure master data for the division. For MM data is possible to configure master data for the sales org + distribution channel ONLY!
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Is it possible to maintain multiple min order qt in the material master data?
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No, Division is not used in material master data but a combination of sales org and dist channel is used to maintain related fields. Division is an org unit used to represent a product line
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Incompletion log
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1) Depending on which fields are incomplete, the execution of certain follow-up functions might not be allowed as long as the document is incomplete 2) User can get an overwiew of the incomplete fields in doc by using incompletion log or by saving document 3) Function is available in the sales order and in the delivery
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For what is relevant Delivering Plant?
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Plant is relevant for following functions: 1) tax determination (Assign Delivering plants to Tax determination) 2) availability check 3) determination of responsible shipping point
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How is determining the Delivering Plant Automatically?
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The system automatically attempts to determine the right plant (on item level!!) from the master data when sales orders are created. Search strategy for item: 1) Customer-material info record 2) Customer master record of ship-to 3) Material master record if it's incomplete the document is also incomplete and it will not bee process further The determination logic is coded, and you can only use the user exit "Source Determination" to change it.
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For what is relevant Shipping points? (to verify)
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1) If sell physical goods to customer shipping point is relevant for the corresponding items during the creation of sales orders 2) Following functions depend on the shipping point: - delivery scheduling (includes loading, picking, and packing.) - route determination - delivery creation 3) shipping point is assigned to delivering plant 4)For shipping point we can define the time for preparing and packing the goods
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How to determine shipping point?
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1) Loading group from General/Pland Data tab page within material master record 2) Shipping conditions from the customer master record (sold-to) is copied to sales document header ( for example low cos or ASAP). If a shipping condition has been assigned to the sales document type, the system proposes that shipping condition first from the sales document type. Shipping condition is set in sales type customization. 3) Delivering plant- as above An outbound delivery is always issued from one shipping point only. The shipping point cannot be changed in the outbound delivery. When the shipping point processes an order for delivery (by the shipping point), the system only copies the order items defined for that shipping point into the outbound delivery. The system does not copy order items with different shipping points into the same outbound delivery.
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Route is source for?
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Route is uses for transportation planning functions like transportation scheduling. Route is source for: 1) transit time 2) transportation lead time (czas org srod. trans.)
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How to determine Route ?
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Route dermination can be performed for each delivery-relevant item in the sales documents. 1) Departure zone (from customizing table for shipping points) 2) shipping condition (sold-to party) 3) transportation group( material) 4) transportation zone (ship to party) In the order item, you can manually overwrite the route determined by the system. You can determine the route again in the outbound delivery based on the weight (weight group). The configuration of the delivery type determines whether the route needs to be determined again.
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Shipment scheduling
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Following data is used: 1) order data 2) material availability data 3) Loading data: the data on which the goods picking and packing process is completed 4) Goods issue date: the date on which the goods must leave plant to reach the customer on agreed date 5) Delivery date: request and confirmed
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Backward scheduling
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1) 1st scheduling perform for sales order item 2) system check if request delivery date from the customer can be met 3) starting with delivery date system system calculate relevant dates by using available time components 4) If backward scheduling is available and material is available then date of schedule line is as request date 5) inf it is not available the system does forward scheduling to determine the first possible date when product will be available.
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Backward scheduling calculation
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1) Transit time - Time required for shipping an outbou point)nd delivery to the ship-to party (taking from route) 2) Loading time (when loading is finished - goods issue date) taking from shipping point 3) pick/pack time (taking from shipping point) 4) System use longer time: transportation lead time or Pick/pack time. When one of this thing is done - Loading data
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Forward scheduling
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Starting from new material availability data then is added pick/pack time (on the other hand transportaion lead time) + loading time + transit time. Two schedule line are generated: 1) The date of the first schedule line corresponds to the customer's requested delivery date and has no confirmed quantity. 2) The date of the second schedule line shows the confirmed delivery date and the confirmed quantity. Forward scheduling also resolves the "delay" in an outbound order that occurs if the material availability date determined in an order falls before the time when the outbound delivery is created. For each delivery type, you can specify whether rescheduling is needed
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Workilist
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1) Use to create follow-up documents via collective processing. For example: outbound deliveries can be created with referenced do SO. 2) Can be use to create single follow-up document consisting of few lower documents , all of it is control by splitting criteria.
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Collective Processing of the Delivery Due List
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1) system combines the items in the selected sales orders to minimize the number of outbound deliveries 2) Can be used: - online processing: process the delivery due lsit - background processing: use a batch job 3) System controls creation by shipping points, picking date and other criteria
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Customer master data and collective processing (doczytac)
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Data is stored in customer master data: 1) complete delivery 2) partial delivery 3) order combination is enable: - shipping point - date on w - ship-to party - route - incoterms (terms of liability for freight in-transit) (pl. warunki odpowiedzialnosci)
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Not possible to pick total quantity
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Two options: 1) pick available quantities in another TO 2) reduce the delivery quantities (create partial delivery)
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Collective Processing in Picking
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using criteria: 1) shipping point 2) picking data
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Billing options:
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1) Invoice spliting (one delivery = 2 invoice) 2) separate billing doc for each outbd delivery 3) collective invoice
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Material availability date
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On this date, enough material has to be available in stock to meet the confirmed customer delivery date.
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When availability check is carried out?
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1) material required an availability check 2) the availability check is se in customizing for transaction
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How is carried out AC? What kind of master record is used during automatic determination of AC?
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1) Performed at plant level for corresponding item 2) Check can be determined automatically or manually 3) During automatic determination system looks: - customer material info record - ship-to party customer master record - material master record If you enter tee delivering plant manually the value will be overwrite
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Control of Availability Check (to np 01, AE)
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We can define which information should be included in the availability check: 1) Types of stock: safety stock, stock in trasfer, stock in quality inspection 2) inward movments (stock, purchase order purchase requisition, planned order 3) outward movment: sales requirements, reservation Type of AV whih should be performed for material is stored mm data (general/plant tab)
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Material Requirement Planning
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Communication between SD and Procurement is carried out via requirements. To ensure quantities material from SO are automatically transferred and made for the MRP. Based on this information, employee can decide about corresponding measures to procure material as purchase order or production order.
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Complete / Partial Delivery Agreement
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Complete indicator "X" is when a customer requires orders to be delivered completely and indicator is copied into SO header. If you try to partially deliver an order to which you have assigned a complete delivery indicator, the system will inform you that the customer requires complete delivery of the order. All items must be delivered at the same time. The items cannot have different delivery deadlines. Availability whether a complete / partial delivery of a single item is possible and it is available in customer-material information and/or within customer master data. Partial indicator is copied into SO item. If customer allow to create partial delivery, delivery can be executed in different ways: Partial delivery agreements are taken into account during the availability check in the order. These indicators are once again checked when the delivery is created. Idicators: - blank: You can enter as many partial deliveries as you wish for an order item until the maximum number permitted is reache - A:
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Backorder scheduling
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Enable to change already confirm materials. There are two kind of backorders: manual and automatic = rescheduling (eg. can take priority depend on delivery priority)
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Transportation processing
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To combine deliveries we can use the same transportation requirement" fowarding agent, destitation, route or means of transport.
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Shipment
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1) Items which were not packed in the deliveries can packed in shipping units using shipping materials, 2) shipping units from deliveries are copied and no longer can be changed 3)Unlike packing in the deliveriey, can be carried out for several deliveries
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Criteria for defining account determination
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1) chart of accounts, 2) Sales org 3) Account assignment group of payer (domestic, foreign customer) 4) Account assignment group of the material (services or retail goods) 5) Account key (
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Rush Order
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Also cash sale. For direct factory sales from plant
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Item category
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1) Pricing, billing relevance, can be influenced by the item category 2) Enable combine items that should be billed based on the delivery with items that should be invoiced directly based on the order in one sales order
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Item category determination
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1) Sales document type 2) Item category Group (Material Master Data) - NORM use for materials kept in stock, procured, delivered and invoiced normally - 0001 use for materialis procured via make-to-order production
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Make-to-order
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Make-to-order production is characterized by the fact that materials are not stored anonymously in the warehouse, but produced especially for a particular sales order. An individual customer requirement is generated from the sales order item and transferred to materials planning.
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Make-to-order without assembly processing
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1) the relevant quantity and the material availability date are transferred from the sales order to materials planning 2) MRP generate a planned order 3) As soon as production starts production order is create and system transferred confirmed quantity and material availability date from production order to sales order Assembly order is able to see in schedule line screen and tab: procurement
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Make-To-Order Production with Assembly Processing
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1) The production order is created directly after save the sales order 2) It is linked to the corresponding sales order item (no MRP run is needed). 3) Confirmed quantity and material availability date from the production order is copy to the schedule lines of the sales ordes
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Assembly Processing with Variant Configuration
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When using variant configuration for a certain material, the specific shape of the final product has to be set up within the sales order first before the corresponding production order can be created If the material is configurable: on tab Basic 2 is selected check box and tab Configuration of MM is fulfil Master data for assembly processing: 1) Configuration profile: define specific properties of the configuration 2) Class: material is assigned to one or more classes in configuration profile 3) Characteristics: each class contains one or more charcteristics, which represent the variable attr. of the material 4) Values: the possible values for each characteristic can be defined
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Packing materials
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Packing material in the system is the process of assigning delivery items to packaging materials. Prerequisite to use the standard packing functions is to maintain material master records for the packaging materials. After assigning delivery items to a packaging material system create handling units. Handling units can be packed into further packaging materials Handling units contains information about the packaging material. Based on the packaging data in the outbound delivery, you can create different outputs for printing.
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Service prodcuts
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The material type is DIEN. Item category group is LEIS - service witout delivery. Billing doc can be created in reference to SO.
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Invoice correction request
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1) create if there is a price or quantity deviation, 2) it is create in referenced to billing doc.,
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Debit Memo
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If the prices calculated for the customer were too low, for example, calculated with the wrong scaled prices, you can create a debit memo request. A debit memo is a transaction that reduces Amounts Payable (zobowiązania) to a vendor because, you send damaged goods back to your vendor.
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Credit Memo
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Reduces Amounts Receivable(należności) from a customer is a credit memo. Credit memo request will be created when you have to pay to the customer. pisemny dokument wystawiony przez wierzyciela informujący dłużnika o umorzeniu określonej należności. Przykładem jest wystawienie noty kredytowej przez dostawcę dla nabywcy jeżeli nastąpił błąd w fakturze, zwrot towarów lub ich uszkodzenie. W przypadku debit to odbiorca musi dopłacić. Credit memo posiada jedna pozycje, corrective invoice request dwie. czy debit/credit moze tylko zmieniac ilosc, nie wartosc. Wartosc moze byc zmieniona kwarunkiem cenowym. Corrective invoice request nie mozna utworzyc w ref do SO.
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Processing Credit and Debit Memos
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1) Documents are created in referenced to billing doc. or to SO, 2) When the credit memo request is created it has billing block which prevent the document from being billed immediately. 3) When the document is created the system ask about the reason,
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Approving a Credit Memo
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1) Rejected items are not copied to billing documents, although they are stil available for evaluation purposes. 2) To ensure that appropriate reason for rejection can be entered.
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Invoice Correction Procedure
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Invoice correction request: 1. credit memo item 1 . debit memo item Only debit item can be edit Deleted in pairs.
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Returns
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1) can be created in referenced to Bill or SO 2) if the goods arrived to WH there is a need to create return delivery, 3) once the process has been approved and the billing block has been removed, the credit memo and the required accounting documents can be created4) credit memo is created in referenced to SO (Return doc)
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Advanced Returns Management
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ARM provides the automatic creation and tracking of all the documents necessary for logistical and financial processing. These include returns deliveries, goods movements, returns purchase orders, returns stock transport orders, and credit memos. It has dedicated SO in which there is posibility to choose follow-up action: e.g. receive into plant
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Analyze data in SD
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1) standard list transactions 2) generic reporting tool (e.g. SAP Query) 3) SIS - Respective data will be compressed from the SD doc. and kept in separate tables, NOT like 1 & 2
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Online List and worklist
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Display, for example, sales, delivery, or billing documents for a customer, a material, or a combination of both. Other lists display documents with a certain status that requires processing.to be processed further Can be used: 1) Filter, sort, and sum up functions 2) Adding or deleting additional fields (columns) 3) Navigate to a certain document from the list to change or display it 4) Display status information (overall status, delivery status, and so on) for each document Work list allow to do some tasks with selected documents.
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Document Flow
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It's example of online list
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Data Warehouse Concepts
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1) OLTP - use for transferred data from the transaction data tables 2) then is compressed regard to following criteria: - compression of data for certain time period - for certain of key figures (eg. organizational units) 3) OLAP
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Information structure
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Used to control which data should be transferred to the information systems, consist of: - characteristics (atribiutes.) -period unit - key figures are metrics
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Standard Information Structures
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We can use the standard analyses to evaluate data without having to make additional settings in Customizing. Eg. S001 - Customer
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Standard Analyses
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Standard analyses offer a wide range of functions for creating complex database presentations and analyses in the LIS. The analysis is based on the information structures. First, select the required data scope depending on the characteristics and period of the information structure. This data is first displayed in a basic list, which can be drilled down to display different characteristics
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Sales office
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1) can be assigned to multiple sales area 2) define the geographical aspects of the organizational structures 3) Enable to assign employees of a sales office to the sales groups that are defined for each division or distribution channel 4) assigment is made in sales employee master record
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Source of document data
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1) master data 2) existing document data i.e. determine shipping point based on delivering plant 3)customizing - i.e.set billing block 4) hard-coded cantrols
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Sales area
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1) it is taken from sold-to 2) system propose sales area in case of sold to is created in many sales area
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Changes in Sales Documents
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1) fast change function: The fast change function allows you to change several or all the items in a document at the same time. 2)You can use the document list to change the plant, currency, materials, and pricing in several documents at the same time.
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Billing/ delivering block
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Can be set at item or header level
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Sales Document Type
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Settings: 1) sales doc category 2) Delivery and billing blocks 3) Document and billing type for subsequent documents 4) can set delivery data 5) set checks i.e. Quotation message, which verify whether any open quotation are existing (system list of open quotations) 6)billing relevance - item should be shown on invoice (doczytac co znacza A)
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Item Categories
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1) Whether the business data in the item can be different from that of the document header (differ payment condition) 2) Whether pricing applies to the item 3) Whether and how the item is billed 4) Whether the item refers to a material or whether it is just a text item 5) Which incompleteness procedure is used to check the item data The delivery relevance indicator is only for items without schedule lines (text item because they are not relevant for ATP)
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Item category determination
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In customizing: 1) sale doc, 2) item category group - 3) usage - controls the system reaction when you process a sales document item in a certain context (configured in material-customer info record) 4) Item category of the higher-level item (for BOM usage or if we want to give one item for free goods). Sub-item, the item category of a higher-level item is used. In BOM this field in SO are populated automatically In some cases, the usage (USEGE TEXT in vov7) for the item is set internally in the program. For example, the system uses TEXT if you enter an item in the inquiry or quotation by specifying only the item description and not the material number. FREE is used to control free goods items.
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BOM in Sales Doc
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1) The individual item categories control what a bill of material 2) Item categories are assign to individual item 3) To determine the sub-items in the SAP system, you must specify the item category of the higher-level item, 4) To alternative way of cotrol BOM: - Main item is priced - ERLA item cat. gr. Main item cat. gr. - TAQ sub TAE - sub-items are priced - LUMF item cat. gr. Main item cat. gr. - TAP sub TAN To make BOM explosion in SO it is required set in Item categories seting field: Structure scope
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Usage type of BOM in SD
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- in transaction CS01/02/03 - Usage 5, thanks to this in items settings of BOM - indicator Relevant to sales is set. - assigning number for sub item is set in sales doc type - number settings (sub item increment) - structure scope in sales doc setting determine whether and how sub items should be displayed
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Schedule Line Categories
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The schedule line category is defined by a two-character key. First indicates the usage of the schedule line. Second explain what happens to the schedule line within logistic (e.x. X -no inventory management with goods issue). Contain information: 1) delivery dates and material quantities 2) requirement transfer and inventory management In customizing of item categories: 1) allow or not schedule line for item In customizing of schedule line: 1) define whether schedule line is relevant for deliveries (has to be if goods must be delivered) 2) assign movement type which control the changes in quantities and values that are posted to inventory accounting. 3) activate/deactivate transfer requirement/ availability check 4) purchase requisition can be automatically generated from the sales order
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Schedule Line in Quotation
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- not relevant for delivery - requirement transfer is inactive - no movement type assign
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Schedule line on returns
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- relevant for delivery - movement type 651(ensure that goods receipt goes to the blocked returns stock)
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Determination of Schedule Line Categories
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1) Item type 2) MRP1: Schedule Type Steps: 1) The system attempts to determine the schedule line category by using the key combination of the item category and MRP type. 2)If the system cannot find a schedule line category, the system searches for the key combination of the item category and no MRP type.
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Referenced Status
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1) Copy control of item - set checkbox Document flow update 2) Completion rule - in item category setting
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Copy control
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1) Routines - control the transfer of fields from the source doc. to the target doc. 2) Copying req. - define req. which are checked when you referenced doc. is created. 3)switches - you can activate or deactivate the transfer of item numbers from the preceding document
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Copying requirement
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Header level The copying requirement 001 checks, for instance, whether the sold-to party and sales area in the source and target documents are the same. Item level The copying requirement 301 checks, for instance, whether the item that is to be used as a copy has a reason for rejection or a completed status. Schedule line level The copying requirement 501 ensures that only schedule lines with an open quantity greater than zero are copied (Only copy schedule lines requested qty if there is an open quantity)
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Rush order
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1) In the rush order sales document type, the immediate delivery switch and the delivery type LF are configured
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Cash sales
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1) immediate delivery switch and the delivery type BV are configured 2) after press save button invoice printing is happens by using output RD03 3) Invoice is created in referenced to SO 4) The system automatically creates a resource-related billing index which updates the billing due list. Billing document BV is created as the system processes the billing due list, but an invoice is not printed.
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Consignment Sales Process
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Steps: 1) Consignment fill-up - order type CF. Goods are at special customer stock and still remain in the valueted stock of the delivering plant. Not billing action happend 2) Consignment issue - order type CI. Goods are reduced from the customer special stock and stock in the delivering plant. Relevant for billing. 3) Consignment pick-up - order type CP. Return stock from customer stock to werehouse. 4) Consignment return - order type CONR. Reverse consignment issue. Billing doc. are created in referenced to CONR.
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Free of charge deliveries
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1) SO - FD or SDF (subsequent delivery free of charge) 2) SDF required referenced doc. (referenced mandatory - created only in referenced to 3) Copy control from SFD to RE(Return Order) 4) Activating delivery block ensure that the delivery free of charge or subsequent delivery free of charge transactions are not released for delivery until these transactions are checked by the relevant employee 5) Item categories KLN or KLX
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Incompletation procedure
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1) field in sales order customizing (Incompletion messages ) which decide whether doc. can be saved (if it check document can not be saved) 2) Status group: - it is assigned to each field in the incompletion procedure - When you define the status groups, you decide which steps must be prevented if the relevant data is missing (e.g. delivery block, general, billing etc.) 3) can be assigned at different levels: - Partner data for Sales Documents - Sales document header data - Sales document item data - Sales document schedule line data - Sales activity data - Delivery header data - Delivery item data 4) step: a) Define Incompleteness Procedures: - choose Incompletion group (different for sales order header, item etc.) - create procedure - assign status group to system table field b) Assign Incompleteness: - assign procedure to activity (sales doc., item cat., partner function etc.)
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Partner type
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Partner type represents the business partners in the marketplace. AP is used for the contact person. KU is used for the customer. LI is used for the vendor. PE is used for the personnel.
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Partner function
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Represent the roles the partners play within the business transaction.
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Account group
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It is used to create the master records such as Customer master, Vendor master etc. - Which screens and fields you want to use for the master record, - which fields are mandotory, optional and grey mode, - which partner functions allowed.
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Partner determination procedure
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Partner relationship can be maintained in sales doc. (only one partner can be assigned to each partner function) and in customer master data(more common) - business partner can be assigned at item lvl - address of ship to party can be change in document without changing master record Partner determination procedure can be assigned: - Customer - Sales Document Header - Sales Document Item - Delivery Document - Shipment Document - Billing Document Header - Billing Document Item Partner determination procedure tell where partner function may or must appear. E.g. account group - customer master, item category type - sale doc. item Steps: 1) Assign partner function to partner type, 2) Assigned Partner Function to Account Group 3) Create Partner Determination Procedure: - modified in object or not - whether it is mandatory - sequence in which partners are determine 4) Assigned Partner Determination Procedure to Account Group or to sales doc. header etc. doczytac AA, AW - partner function assigned to outline agreement
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Outline agreements
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Type: 1) scheduling agreement - most common is DS 2) contracts: value and quantity
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Scheduling agreement
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1) between you and Sold-to in specified period of time 2) Contains fixed delivery dates and quantities which are contained in the schedule lines 3) schedule line can be add during creation of document and their can be add later
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Quantity Contracts
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1) Long-term agreement with a customer concerning the acceptance of a particular quantity of services at a set price 2) no schedule lines in contract 3) customer fulfills the contract with individual release orders (schedule lines are created) 4) release order is processed as standard order 5) there is a possibility to use the automatic system search for open outline agreement while sales order is created
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Open Outline Documents
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Setting "Quotation messages" from sales order type which allow system to find open documents. There is few option regarding this settings: - check at header lvl/ item lvl - check at header lvl/ item lvl and copy automatically - show all possibility and allow to choose of them
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Contract update
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1) When you process a release order and accidentally create it without reference to the contract, you can subsequently assign it to the contract. 2) When you place a return order with reference to a release order, the ordered quantity in the contract will be corrected and reduced accordingly.
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Value Contracts
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1) it specifies that your customer agrees to purchase a fixed value (target amount) of goods and services during a defined period 2) A value contract can contain other agreements between you and your customer, such as: - special price agreements (e.g. discount for every released material) - customer restrictions - refer only only to defined material (material hierarchy, assortment module)
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Partner function AW, AA
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AA - sold to party for release order in contracts (they are stored as alternative SP which can release sales order created in referenced to contract) AW - ship to party for release order in contracts To use them there is a need to add them to partner determination procedure
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Value Contracts Cuztomizng
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1) WK1 general value contract: - allow materials and services which were specified during document creation (assortment module and product hierarchy) - uses the item category WKN (in item categories setting setting for WKN: The Value contract material is WKM1 which is mean that in contract doc. there is name of material - WKM1) - system determines the item category with the usage indicator VCTR 2) WK2 material-related value contract: - contain exactly one material - uses the item category WK1- system determines the item category with the usage indicator VCIT If a release order exceeds the target value in a contract item, you can configure how the system reacts (configuration of Item Categories): - No response - Two different warning messages - An error message The contract duration can be agreed at item level and can be different from the contract duration specified at header level.
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Assortment Module
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This function enables you to define a list of materials that can be released from a value contract. Materials can be assigned to more than one assortment module. Assortment modules for value contracts are maintained in the master data for products. You can define a validity period for each material in the assortment module
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Contract value billing
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1) Bill a release order: You can use the standard order (OR) for release orders. Billing can be either order-related or delivery-related. 2) Bill a value contract: The order type WA exists in the standard system for the release order. The value contract is then billed according to the order. If you want to bill the value contract directly, you have to create a billing plan for the value contract. This enables you to bill the value contract for several dates, and for partial values. If you change the value of an item in the value contract, the system automatically adjusts the open billing dates so that the complete value is billed. The system does not allow you to automatically bill value contracts that have not been completely released
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Authorized Partners
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1) Check partner authorization field in Customizing for the sales document type (contract section) 2) When you create a release order for a contract, the system determines whether a partner is authorized to release against the contract (on header lvl only) The sales order can be set up in any of the following ways: - As a customer list (rule A) - Through the customer hierarchy (rule B) (podajemy np nizszego cust z hierarchii) To enable the releasing partner to be different from the sold-to party for the contract, copying control uses the requirement 002 (Header - Diff Customer ).
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Partners Authorized to Release Against a Contract
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Partner determination procedure is KAB. This procedure allow to add alternative SP (AA) and SH (AW)
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Contract Data
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1) Setting in customizing of sales doc. types 2) setting enable to activate contract data which is not available as part of standard sales order processing 3) Contract data stored data e.g. logs of contract changes 4) Can be maintained at item and header lvl, header lvl data is valid for item lvl until item is not changed.
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Data Determination in contracts
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1) in customizing system allow to maintain a profile for contract data 2) Profile allow to customize: - Rules for determining the start and end date of the contract - Duration category - Subsequent activities - Cancellation procedure
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Material determination
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1) enables to automatically exchange materials in a sales document also with using condition technique 2) There is no need to have material master record for material which is replaced, during order entry, the material that is ordered by the customer is replaced by the substitute material that is defined in 3) material determination can be created depend on the material number, or mat . number and the customer number. 4) When you process master records, you can perform the following tasks: - Restrict the validity period of a record. - Maintain separate entries for each key combination. - Determine the reasons for substitution. - Save one or more substitute materials per master record 5) information about material determination is in tab "Sales A" 6) master records for material determination is maintained under Products If there is more than one material defined in the master record for material determination or product selection, the order in which the materials appear defines the priority for selection.
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Material determination procedure
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1) It is assigned to sales document type
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Reason for substitution
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1) it is assign in material master record for material determination (Sales and Distribution → Master Data → Product)
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Manual Product Selection
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1) use the reason for substitution 0005 2) system displays a list of all of the substitute materials and other information in the master record. You can then select the required material from this list. In some industry sectors, the same products are sold in different packaging materials. For example, different packaging may be used for standard products and for promotional products. You can use the material master records that are there in the system to manage these products
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Automatic Product Selection
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1) use the reasons for substitution 0004 and 0006 2) If automatic product selection is being used, based on the Customizing settings, the system may display the entered and substitute materials as the main item and sub-item in the sales order, respectively 3)When you enter an order, the system meets the order quantity with the first material in the material determination master record. If there is not enough available quantity of this material, the system fills the remaining quantity with the next material. 4) Using re-run material determination when the delivery is created enable to redetermine availability of products 5) The Partial confirmation of product selection -
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Automatic Product Selection - Master Data
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Automatic Product Selection - Master Data 1) case A: Automatic Product Selection - The original material is in the first place on the list, and its available stock is included in the substitution. The system then refers to the available stock for the next material in the master record. 2) case B: The system first uses up the available stock for the materials that appear in the master record before considering the material that has been entered. When these stocks are used up, the system uses the original material..
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Condition Technique
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1) can be asign to sales doc. type
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Material Listing
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1) It is a list which present materials for customer, 2) It is customized by the condition technique, 3) Example of use key combinations: - Customer group/material - Customer/product hierarchy 4) The access sequence for the condition type guarantees that the system searches for valid master records for both the sold-to party and the payer. 5) in the sales document type is setting whether the system must check the material listing.
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Material Exclusion
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The samc`e as material listing with one difference, allow to add material which must not be used by customer
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Free goods
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- inclusive free goods, the main item is automatically reduced by the free goods quantity. - exclusive free goods, the quantity of the main item remains the same. Extra goods are an additional quantity - free goods are displayed automatically as a sub-item - item cat. TAN (main) TANN(sub item) - system determine the free goods based on condtition records - The free goods records have a validity period. They are accessed using the pricing date. If the quantity of main item change or pricing data system delete and re-create free goods.
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Manual free goods data
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- enter data in higher-level item and item category fields (TANN) - it does not refer to the free goods master record -
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Master data for free goods
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- Master records can be define e.x. customer, customer/material and more - Master records can be restricted at one level by specifying criteria : - validity period - minimum order - calculation rule (enable to modify in ABAP. explain how quantity of free goods are calculated) (np 10 szt od 100szt, to jak zamowimy 162?) - scale - If different kinds of master data have the same key, you can process that master data for both inclusive and exclusive bonus quantities at the same time. You only need to choose a button to switch between the two types of discount
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Data for Analysis and Accounting
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Revenues, sales deductions, and costs of free goods can be transferred to accounting in various methods, as shown in the following examples (MIt = main item, SIt = sub-item): Scenario 1 (SAP standard system) MIt is not influenced by free goods. For Slt, pricing is deactivated and calculation price (VPRS) is configured as costs. Scenario 2 MIt is not influenced by free goods. For Slt, pricing is activated for item category TANN with characteristic B (in pricing procedure, condition type R100 is activated with requirement 55 at level 819). Discount is transferred as sales deduction and calculation price (VPRS) is transferred as costs. Scenario 3 For MIt, the cumulated calculation price for the lower-level item is configured at the main item level (in copying control for delivery to billing document). For Sit, the cumulated calculation price is transferred as costs and pricing is deactivated.
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Shipment document
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Shipment document consits of: - package of grouped deliveries - there are grouped based on user-definable criteria, such as same route and transportation requirement
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Loading point
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1) Many loading point can be assigned to one shipping point 2) Single shipping point may have different loading points to load the goods 3) They are stored mannually in document delivery manually
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Storage type
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The different warehouse areas, which differ from each other with regard to their organizational and technical feature (for example, high-rack warehouse area with random storage, picking warehouse area with fixed bins, and shipping area) You can define the confirmation requirement for each storage type. You can set either "stock removal" (picking) in the source storage type or "stock placement" (putaway) in the destination storage type as requiring confirmation.
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Storage section or picking area
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The picking area groups storage bins together within the storage type from the picking perspective. Storage section groups storage bins together from the putaway perspective. For example, a delivery can be split up into different picking areas to make parallel(równoległe) picking possible.
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Storage bin
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The storage bin identifies the exact location in the warehouse where goods are stored or can be stored.
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Staging area
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The staging area is an area in the warehouse where goods are stored immediately after unloading or shortly before loading.
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Door
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A door is a point within a warehouse that can be used for both the inbound and outbound delivery of goods. The door and the staging area can be defined in the outbound delivery header. They can also be determined automatically, depending on the customer.
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Delivery Item Type
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1) Whether you can process delivery with 0 quantity 2) Material relevant for picking 3) Whether the system determine storage location for item
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Determine Item Categories in Deliveries
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Item Categories is determine for order-independent items in delivery (e.g. delivery LO without referenced to SO, EL for purchase order) . Determination is similar as in SO and it is depend on: 1) Dlv type 2) Item category group 3) Usage (setting in ABAP or in customer master info records): - PACK for generating packing items - CHSP for a batch split - PSEL for product selection - V for inbound deliveries for purchase orders and for deliveries in stock transport processes
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Copy control for deliveries
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1) under what conditions is the data copied (routines) 2) Under what conditions can several orders be combined in an outbound delivery 3) Which data is to be transferred 4) Whether the reference needs to be recorded in the document flow
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Deliveries splitting criteria
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You can force delivery split by differentiating any of the following in sale orders - Ship To Party - Inco Terms - Delivery Priority - Shipping Point - Shipping condition - Confirmed quantity date Certain delivery splitting criteria in the standard system are optional and can be removed as splitting criteria from the copying control table. There is also possibility to define additional splitting criteria that do not allow joint shipping if the defined fields have different values.
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Shipping-Relevant Customizing in Sales
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1) Order tyoe: - delivery type proposal - requested delivery date - rush deliveries 2) Order item categories: - delivery relevance (what is valid on delivery text or value items) - schedule lines permitted 3) Schedule line category: - delivery relevance (it is connection to MM inventory) - movement type for goods
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Shipping-Relevant Customizing in deliveries
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1) all deliveries item categories must be also defined in sales document e.g. DLN, ELN 2) Determination of schedule line has to be set for all item categories that do not have sales document category 7 as the delivery item categories (inbound delivery/ shipping notification). For them in setting there is possibility to assign movement type
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Item category group
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1) general Item Category Group for inbound deliveries mostly 2) Item Category Group - for SD mostly
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Deliveries without order reference
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1) For delivery process and billing that follows system need to access the order customization (which is defined in deliveries settings) 2) Item categories decide whether item is relevant for billing and which billing procedure use 3) deliveries item categories must be also defined in sales document e.g. DLN, ELN 4) to create connection to inventory management system allow schedule line for order item category (you can then use the schedule line category determination to determine schedule line in the order)
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Deliveries with purchase order reference
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1) Order customizing has to be access as well 2) order type use copy control "order type to delivery type" to transfer information from PO to delivery using transfer routine 3) delivery item are determine with usage type V 4) corresponding item categories must be created in order item categories so that system can create a copying relationship between the order and delivery at item-lvl
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Delivery Scheduling
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Sheduling determination logic is assign to each shipping point Precise Scheduling: 1) The system calculates and displays the results of scheduling down to the minute. 2) The system uses the working times of the shipping point. 3) Pick/pack and loading times are specified in hours and minutes. Daily scheduling: 1) The system uses days, hours, and minutes for calculation but only displays the resulting date. 2) The system uses the factory calendar of the shipping point. Customizing: 1) For each sales doc type define whether useL - delivery scheduling (pick/pack time, laoding time) - transportation scheduling (transportation lead time, transit time) 2) maintain duration for each position
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Route scheduling
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Use a route schedule to organize outbound deliveries from a particular shipping point to different ship-to parties that occur in the same sequence for a certain route. In deliveries monitor there is possibility to create grouped of deliveries with the same route schedule. The route schedule contain: - a route - A weekday as the departure date, along with a departure time - list of ship-to parties - itinerary with he transportation time (trasa) Route schedule is used in: SO, STO and outbound deliveries. System determines them automatically.
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Determination of storage location/ picking location
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1) If storage location of a item is not specified system will do it when it creates delivery 2) system determine the picking location based on a rule defined in the delivery type: - MALA - determine based on: shipping point, storage condition (mm data), plant - there is also possibility to use customer exit to implement own location determination
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Door and staging area determination
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Can take place: 1) Delivery header lvl (ship to party, route schedule) 2) delivery item lvl (storage condition) Different staging areas at the delivery item level lead to a transfer order split because the staging area is a header field in the transfer order
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Change of outbound deliveries
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1) delivery can be change after creation besides shiping point and ship to
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Picking process (part 2)
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1) setting delivery item category determine whether an item is relevant for picking 2) using TO help initiate and monitor the movement of goods within a warehouse 3) with the help of output control for outbound deliveries the data can be transmit to a subsystem that is implemented for the picking process by using portable data capture (PDC) 4) In SD enable by SD(picking order)
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Create / Print TO
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Create: 1) in referenced to specific delivery 2) by using delivery monitor and create TO for several deliveries Print: 1) single print - one page for each TO item 2) combined print - one list for entire TO 3) pick list - one list for several TOs
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Automatic TO creation
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1) by using output determination WMTA 2) prerequisite is that at least one item of the outbound delivery need to be relevant for WM picking, 3) combination access: - delivery type and shipping condition - delivery type
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Collective processing for picking process
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1) can be created a picking list for several outbound deliveries grouped by storage bin or material 2) prerequiste is that the TO must not have already been created individually 3) process: - group of deliveries by using delivery monitor - create TO for group. This creates a TO for each delivery - depending on setting for printing control list is print automatically or by picker
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Lean WM
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Require 1) at least one warehouse number 2)at least one storage type from which picking take place 3) at least on storage type for stored goods
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Packing process
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1) selected items from an outbound delivery can be packed in an individual packaging material called a handling unit 2) the handling unit is assigned a unique sequential number from a predefined number range 3) the handling unit header contains information about the packaging material that the system uses in packing 4) there is possibility to enhance the data that the system proposes from the material master record of the packaging material to include additional information, such as a pallet number. 5) For packing material there is a need to create packaging material master data where special data such as packing weight, the volume permitted for each shipping material 6) whether material is relevant for pcking is set delivery item category 7) Two outputs are assign to packing process: - print packing list - pint shipping labels
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Packing in SD
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Packing is available: 1) In orders - packing proposal from the order can be copied to the outbound delivery. This setting is control in copy control of header - Handling unit (routine). With the Standard setting, packing cannot be carried out when the delivery has been blocked by a credit check. The system copie 2) in inbound delivery 3) in outbound delivery 4) in shipment document. User choose which outbound deliveries pack together. By using user exit there is possibility to specify rules for automatic packing while creation of outbound deliveries. The resulting proposal contains the packaging materials and the contents of each handling unit. Activate automatic packing for each delivery type separately. 5) In SPRO we can assign if packing is allowed/ prohibited/ or mandatory for each item category
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Batch splitting
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wrócić do tego
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Similar spackaging material
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1) Similar packaging material are grouped together in packaging material type 2) this group are used to e.g. for specify output determination procedure for output from handling units 3) each material has assign material group type
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Proposed packaging materials
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1) material grouping for packaging material (matirial to be packed) is assign to Packaging Material Type The packaging materials are proposed from the table "Allowed packaging materials for each material group" that are maintain in Customizing. The system checks whether the packaging material being used for packing is allowed. If the field "Material Group: Packaging Materials" has not been maintained in the material master, this material can be packed in any packaging material depending on the weight and volume check.
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Automatically generate item for packaging materials
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1) in item category determination entries with PACK usage are relevant 2) The delivering plant must be determined using the plant determination rule in the packaging material type or must be entered manually 3) Packaging material can be: a) Billed: - creation of material master data with item category group VERP - item category for them is ZDLP b) Returnable: - creation of material master data with item category group LEIH - item category for them is TAL - when the goods issue is posted, materials are transferred to special stock for the customer
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Packing Instructions
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1) Determine by condition technique 2) three standard access sequence: - material, SH, usage - material, SH - material
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Effect of post of goods issues
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1) To carry out billing before the goods issue is posted (using the "Create billing document" transaction), you can make the appropriate settings in copy control in Customizing.
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Quality Inspections
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1) If a quality inspection is to be carried out for a material, it must be specify in the Quality Management view of the material master 2) When the outbound delivery is created, QM automatically creates an inspection lot for the delivery items that are relevant for inspection
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Result of Quality Inspection
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You can store the result of the inspection in the system in the following ways: Damaged goods are stored as defect records. Measured values or evaluation codes are stored as characteristic values. The type and procedure used by the inspection are stored in the QM master data. The usage decision represents the completion of a QM inspection. This is where the inspected goods are either accepted for further use or rejected. This is called "accepting" or "rejecting" an inspection lot Depending on the customer, or on the customer and the material together, you can specify whether the system must accept the inspection log before it posts a goods issue. If it must not be accepted, the quality assurance department can submit the inspection results after the goods issue posting. You print a certificate of quality from the output control of the outbound delivery at item level. This function is primarily used for materials that are handled in batches.
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Batches
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1) System determine whether the material is handled in batches in material master records (Storage 1 or Purchasing tab) 2) from SO batch is copied to delivery and can not be changed there 3) in ite categories settin of order item there is a chechbox "automatic batches determination" 3) if the batch is not specified in SO it can be in delivery. Without batch it is not enable to post a good issue
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Batch splitting
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Splitting can be carried out: 1) Manually, in the batch split screen of the delivery item 2) Using automatic batch determination when creating the outbound delivery (you have to use the batch split function if the delivery quantities of an item are to be taken from different batches) 3) Using manually-triggered batch determination in the batch split screen 4) Using Warehouse Management (WM)
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Serial numbers
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1) in General/Plant of mm data serialNoPorfile is specified that delivery required a serial nuber to enable post a goods issue
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pricing condition in delivery documents
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Delivery can contain shipped related conditions: - shipping or freight cost - conditions can be printed on delivery note - condition can be transferred to billing document
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Split deliveries
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1) It is customized in SPRO: "Subsequent Delivery Split" 2) allow to split existing deliveries into several smaller deliveries 3) splitting profile is assign to delivery type 4) When you split a delivery, you create one or more new deliveries, called "results", and the "remainder" for rest
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Proof of deliveries
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1) once a customer received goods transfer a POD by IDOCs and the invoice is posted 2) to use it: - specify the reason for quantity differences - in customer master date set (sales area tab - shipping) indicator "Relevant for POD" 3) delivery which send an idoc in tab Status overview has appropriate status for POD status
