SAP Logistics

 As per standard SAP, storage location cannot be determined automatically at the sales order level. At times, there will be a requirement where businesses want storage location to be determined automatically at the sales order level. Follow the below steps to accomplish the requirement. 1. Create a new custom table to maintain the combination or parameters of storage location determination 2. write the logic in the Include MV45AFZB, EXIT : USEREXIT_CHECK_VBAP to call at sales order level

Order Required field : The Order Required field is used to specify the document type to be referenced in the creation of this delivery. Default Ord. Type : Specify the default order type here. If a delivery is to be created without reference, you need to specify a “pseudo” order type, which is a reference order type that is required from an internal control point of view. For example, in the case of delivery type LO, the default order type is DL. This order type is configured like any other sales document. Item Requirement: This is a provision to attach a requirement routine for delivery items without reference to a sales document. 201 No ord.w.indep.item Maintaining this routine will restrict user from adding new items at delivery level 202 Order w IndpdntItem Maintaining this routine will allow user to add new items at delivery level independent of sales order or preceding document Delivery Rescheduling You can control whether a redetermination

During sales order processing, the system automatically determines individual purchase order items. However, you can also change standard items to individual purchase order items during sales processing manually. Material exclusive for Individual purchase order, If you procure a material exclusively by individual purchase order, you can define in the material master record that the material is always treated as an individual purchase order item during sales processing. The system will then automatically determine the appropriate item category TAB. To identify a material as an individual purchase order item in the material master record, enter BANC in the field Item category group on the Sales: sales org. 2 screen. Changing Manually in Sales Order If you want to use an individual purchase order to purchase a material that you normally produce yourself, you can overwrite the item category in the sales order, provided that the configuration of yo

Cash sale  Ideally, there will be customers for whom transactions will happen through Cash Sale and in this case below are the points to be remembered. Cash sales have one-time customer account group and Cash sales (CS) are also not relevant for credit management is used during sales order processing Delivery automatically happens when you save the sales order.   Cash sales is order related billing and doesn't have credit active Cash sales items are not relevant for picking during delivery processing as you will be picking the goods on our own. Ideally business uses separate shipping point for Cash sales delivery processing Billing type 'BV' is used during Cash Sale process Cash sales uses RD03 as output which immediately prints the invoice Cancellation document type 'SV' is used for cash sales Ideally, cash settlement account determination procedure 'KOFIAC' is used and Cash settlement account will be debite

Stock transfer process Inter-Company process If the transaction between two different plants of different company codes then this is considered as an intercompany transaction in SAP.Hence settlement needs to be done for the supplying company code so commercial invoice will be raised for receiving company. Pre-requisites 1.        Supplying plant need to be created for supplying company code 2.        Receiving plant need to be created for receiving company code 3.        Receiving sales line should be extended to supplying and receiving plant 4.        Supplying plant need to be maintained in supplying sales line 5.        Create customer in supplying sales area 6.        Supplying plant need to be created as Vendor in receiving company code 7.        Shipping data need to be maintained for both supplying and receiving plant 8.        During shipping data maintenance customer need to be assigned to receiving sales area 9.        Supplying plant need to

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

Pricing Indicates whether the system automatically carries out pricing at the item level. Blank No pricing This is used for Text items and Items not relevant for pricing scenarios X         Pricing standard The system carries out pricing for standard items in a sales order. A         Pricing for empties B         Pricing for free goods (100% discount) This is used for free Goods Items Schedule Lines Allowed Schedule lines determines the delivery date and quantity. Enabling this check box, Will display schedule lines at sales order item level else schedule lines tab will not be displayed  For standard item, schedules lines exists but where as for text or service items this is not required to be enabled as schedule lines are not required. Item Relevant for Delivery This checkbox is enabled for the items which don't have schedule lines and require delivery processing. Ideally, this is used for text items and Value Items. It serves only fo

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