SAP Logistics

Stock transfer process Stock transfer will be of two kinds: 1. Intra company 2. Inter company  Intra Company process If business requires transaction to be performed between two different plants of same company code. Then this considered as intra company transaction in SAP .Hence no billing document will be generated and if required proforma invoice will be raised. Pre-requisites 1.        Supplying plant and receiving plant need to be created for the same company code 2.        Receiving sales line should be extended to supplying and receiving plant 3.        Supplying plant need to be maintained in supplying sales line 4.        Create customer in supplying sales area 5.        Shipping data need to be maintained for both supplying and receiving plant 6.        During shipping data maintenance customer need to be assigned to receiving sales area 7.        Supplying plant need to be assigned to Delivery type ‘NL’ and purchase document type ‘UB’

A schedule line consists of confirmed delivery quantities and corresponding confirmed delivery dates. This provides us info regarding when the delivery can take place. Delivery Block : A delivery block can be maintained at Sales Document level and Schedule line Category level. Delivery block maintained at schedule line category level will be proposed at schedule line level of the sales order. Movement Type  Any movement of goods both physical or logical will be captured in the form of movement type in This controls the inventory update and generation of accounting document. The SD module uses goods movement from 601 to 699. All goods issues to customer from unrestricted stock will be performed through Movement type '601' All customer returns will be captured through 651 601 GD goods issue:delvy 651 GD ret.del.  returns 653 GD returns unrestr. 655 GD returns QI 657 GD returns blocked 641 TF to stck in trans. 643 TF to cross company 645 TF cross co

An item category controls the behavior of an item and below are the controls which defines the item category. Item Type : A way of classifying items that require different kinds of processing by the system. The system processes items that refer to a specific material differently than items that do not refer to a material. For example, text items do not require processing for pricing, taxes, and weight calculations Below are the common item types used in SAP. Blank Standard Item Business generally uses standard items in SAP. The pricing for a standard item takes into consideration the change in quantity, weight, volume, and time units associated with the material. A         Value Item SAP provides value items for scenarios where you bill your customer for the goods or services rendered. B         Text item Text items are generally used for sending print materials such as flyers, catalogs, and so on, to the customer. These items are generally not billable to th

1.What is a Sales Organisation? 2.What is a sales office in SD Module? 3.What is a division in SD Module? 4 What is a shipping point? 5. What is a distribution Channel? 6. What is a Division? 7. What is the highest level Org. Unit in SD Module? 8.What is a Sales area? 9. What is a Sales Line? 10.What is a Distribution Chain? 11. What is the relationship between Company and Company Code? 12. What is the relationship between Company Code and Plant? 13. What is the relationship between Plant and Sales Organisation? 14. What is the relationship between Company Code and Sales Organisation? 15. What is the relationship between Sales Organisation and Distribution Channel? 16. What is the relationship between Sales Organisation and Division? 17.What is the relationship between Sales Line and Plant? 18.What is the relationship between Sales area and Sales Office? 19.What is a Sales Group? 20.What is a relationship between Sales Office and Sales Group?

Reference Mandatory If the business requires to create a sales document only by copying it from an existing document then leverage this field. For instance, if the business requires creating sales order only with reference to a quotation document or Inquiry document then we can select either choose 'B' or 'A'  here for quotation or inquiry restrict sales document from getting created standalone. You can set up the SAP system to create a new sales document with reference to the following: A: inquiry B: quotation C: sales order E:  scheduling agreement G:  contract M:  billing document Remember that a selection in this field will only make it compulsory for the document to refer to an existing document.  Copy Control Settings : This will have a dependency on the copy controls as the actual flow of data between the two documents will happen once it is maintained. Item Division :  When selected, it allows the item division t

This concept is similar to release strategy concept at purchasing level. At times, the business user requires approval to proceed with the next activity of the sales process upon approval from senior executive or manager. This approval process can be set up to status profile concept. The status profile can be used in the various component such as Sales, QM, PP etc. In the below case, We will discuss the application of the status profile in sales and distribution module at sales document type level. This is ideally used during complaints processing such as returns, Credit Memo Request etc.. In Sales documents, we can maintain the status profile at Sales document header and Item level. Here we will discuss regarding the maintenance of the sales document at Header level. Below is the config setting need to be maintained : Goto T.Code BS02 and click on create Based on the approval levels maintain the statuses. In the below instance I have taken two levels of approval to

This is used to instruct system, On how to respond in case of any sales document, delivery document or Billing document should be regarded as incomplete. Below are the areas in which we can maintain incompleteness procedure. Sales document header data Sales document item data Sales document schedule line data Sales activity data Partner data in sales documents, deliveries and sales activities Delivery header data Delivery item data Configuration settings : Define Status Group Define Incompleteness procedure Assign incompleteness procedure to document type Status Group: This states the function at which we can block a document like delivery, pricing, billing, picking, and packing. if we enable delivery field in the status group then in case of an incomplete document then the system will restrict business from the creation of delivery document until the sales document is complete. Likewise, we can maintain block at different levels as mentioned above

Sales Document Type:  This field represents the identifier and description for the sales document type. We can define our own sales document type starting with characters 'Y' or 'Z'. As a best practice, it is always good to copy the existing document type and create a new one referencing it. Sales Document Category : This classifies different types of sales documents that we can process in the SD module such as Inquiry ,Quotations, sales orders, deliveries, and invoices. The document category determines how the system stores and keeps track of document data. It enables the system to provide you with status information about delivery processing, billing of the sales document. When you create your sales document via the copy with reference option, this category field enables the SAP system to provide the status information about th

Number Range:  Internal Number Assignment : Number ranges will be maintained in the T.Code VN01 and assign the Number range interval over here . SAP allows only internal number range assignments for billing document types. SD Document Category : Billing documents will be differentiated based on the sales document category Posting Block If you select this check box, the billing document is blocked from posting to accounting. Business user need to go to VFX3 and release the document manually. Transaction Group This field is used for document control in SAP. For billing documents, the transaction group is 7. For pro-forma invoices, it is 8. Document Type You can specify an accounting document type that will be linked to this billing type. Ideally accounting document ‘RV’ will be maintained over here. Negative Posting This field is used to control whether negative values are permitted in the document. Branch/Head Office This fie

Organisation structure of a company is termed as Enterprise Structure in SAP. This represents the skeleton of an organisation. Each functional department  of a company is represented by an individual organisational element or Unit in SAP. Enterprise structure need to be designed from reporting perspective and this would be basis for the creation of the master data. SAP recommends to keep organisational structure as lean as possible and this will have an impact during master data maintenance. Enterprise structure is divided into two parts : 1. Definition 2. Assignment  Individual Org. elements will be created stand alone in the definition Relationship between independent Org. elements will be done in Assignment process. Below is the mapping of Organisational structure to that of SAP Functional Terminology                                    SAP Terminology Group of Companies  -------------------- ----------->  Company Each Industry Vert

At times, we are unsure of the path to find the required field for data maintenance . In this situation click on 'F1' button of your keyboard, this will give you a pop up. In the below example, I am trying to find the path for 'Nelson ID' and below is the process steps followed to identify the path. Select the 'Nelson ID' field and click on F1 button.

Customer Account Group acts like a backbone for customer master data and is pre-requisite for creation of customer master data. Ideally Individual account groups will be created based on the below parameters. Field Status Number Ranges Partner Functions Type of Customer I.e., Regular or One Time Customer For domestic customer GSTIN number is mandatory whereas for export customers it is not. further, We can  create individual account groups for 'One time account', 'Ship to Party', 'Bill to Party' and 'Payer'. So due to that individual account groups need to be created in this case for both export and domestic customers,  'One time account', 'Ship to Party', 'Bill to Party' and 'Payer'. Field Status Control Path: Goto SPRO - Financial Accounting New - Accounts receivable and Accounts Payable - Master data - Define Account Group with Screen Layout ( Customers) ( T.Code - OBD2) Create new acco