SAP Customize
SAP Customize
1. Sales Area
2. Customer
3. Material
4. Price
• Company
• A unique Company Code,
• Plant (Storage Location)
• A Sales Organisation – From where actual sale takes place.
• Distribution Channel – Intermediary, Direct Sales etc.
• A Division – A division may be single or many.
• Purchase Organisation
• Warhouse etc.
It will start the copying data, wait till 100 % is been completed as below.
Step 14 : Type ‘1000’ in window “From Company Code”
Step 15: Type Your unique Company Code (may be 1200, SGN etc.) in
window “To Company Code” to copy the data from IDES AG.
- Click “Yes” on the next window for copying the GL Accounts
Cont….
- It will start copying the actual data as below
Step 16 – It will display window as under, click on Edit Company Code data
Step 17 – Goto Your Company code data & change the data for your
company and save the data.
II. Defining Plant – In short Plant is Storage Location from where actual
Production and movement of material takes place.
…..next
V. Define Storage Location (The exact location for storage of material
within plant)
(01 - To Define the data, 02 – To change the Data, 03 – To view the data)
- Address Details
Control Data –
Payment Transactions –
Marketing Details –
Unloading Point –
Export Data –
Contact Persons –
Account Management –
Reconciliation Account – Reconciliation Account in General Ledger
The reconciliation account in G/L accounting is the account which is updated parallel to the
subledger account for normal postings (for example, invoice or payment).
For special postings (for example, down payment or bill of exchange), this account is replaced
by another account (for example, 'down payments received' instead of 'receivables').
The replacement takes place due to the special G/L indicator which you must specify for these
types of postings
Payment Transactions –
Terms of
Payment -
Correspondence Details –
Insurance Details –
Shipping Details –
Material Master is a master containing all relative data w.r.t. the particular
material.
Step 2 – Fill all the data in below given window. (From SD point of view It is
very necessary to Give Material Type as Finished product, as Sales
Department is concern with only “FINISHED PRODUCT”. (2nd mentioned in
the list) Other types as re semi finished product etc. ,which are mostly
concern with MM peaople.
Material –
Industry Sector –
Material Type – Finished
Step 4 – Select the following 13 views, which are concern with SD point of
view,
Step 5 – Press “Organisation Levels” in above window (Marked by red).
Step 3 – Select the fields from ‘field catalogue’ into ‘Selected Column’. These
are the fields, which are controlling the ‘Price’.
But it may also be depend on Order type, Plant etc. (Please refer below
figure)
Step 4 – Click on icon ‘Generate’ marked by circle in above figure.
The access sequence is a search strategy which the SAP System uses to
search for condition records valid for a condition type.
For example, you can define for a price that the SAP System first searches
for a customer-specific price and then for a price list price.
If you define your own access sequences, the key should start with the letter
Z since SAP reserves this letter for the standard system.
AcSq – It should Start with Letter ‘Z’ and press enter & give the
description to acess sequence.
Step 4 – Select the band as shown below and double click on ‘Access’.
Step 5 - Click on New Entries
Step 7 – Select the band and click on icon ‘fields’ and press enter as in below
figure
Step 8 – It will show two green buttons glowing that mean your access
sequence has been created. Then save the access sequence.
Define condition Type – V/ 06
Price elements are represented in the SAP system by condition types. Price
elements can be, for example, prices, surcharges, discounts, taxes or,
freight, and are stored in the system in condition records.
You specify an access sequence in every condition type. Thus, you define
which fields the SAP system checks when searching for a valid condition
record.
For procedural part we will copy the three basic condition Types i.e. Price
(PR00), Freight (KF00), Discount (K007).
Step 2 – Select Condition Type ‘PR00’ for price. (# For Creating new
condition type, click on New Entries)
Step 3 – Select the Band & Press icon ‘Copy as” on upper window.
Step 4 – Change the condition type from “PR00” to “Z$$$$” & Give your
access sequence.
Step 6 – Repeat the above procedure for Discount (K007) & Freight (KF00)
You define the pricing procedures in this step. In addition, you assign the
pricing procedures to the transactions by defining the following
dependencies:
In the pricing procedure, you define which condition types should be taken
into account and in which sequence. During pricing, the SAP System
automatically determines which pricing procedure is valid for a business
transaction and it takes the condition types contained in it into account one
after the other.
Procedure – Give the name start with ‘Z’ & press enter.
Step 6 – Enter all the condition types you have selected (as shown below)
preferably with a step of 10 as you can add he new condition types in
between after defining the pricing procedure and condition record. Select the
fields Manual or Mandatory as per your requirement.
Step 7 – Sum-up the all condition types by adding in ‘From’ to ‘To’ column.
(Condition type step first step and last step to be entering in this column).
Step 2 - Fill the data as given in below dig. & Save the data.
Standard
Define Condition Record – VK11
Step 2 – In basic create condition records for condition types- Zpro, zdis &
zfre and fill the details as shown below & then save the data.
Define Business Area –
In a client, you can set up several business areas to which the system can
assign the postings made in all company codes defined in this client. To
ensure consistency in document entry, you should give business areas the
same name in all company codes.
You make all other specifications for your business areas in the Financial
Accounting Implementation Guide.
# You can define the business are during defining the enterprise
structure also. I am defining the business area at this step because
my sales order was not processed due to non defining the business
are for my sales area.
- Pricing Supplement
Procedure
Step 3 – Enter your Material & Basic condition details (price) at item level
and press enter.
Step 4 – Select the Band of Material & Click on ‘Goto” on upper bar & select
the Condition Supplement
Use: Scaling is normally used to attract the customer for bulk purchases.
(Ascending function may be used when you want customer purchase the you
items every month rather than ordering for the year)
Procedure.
Procedure:
Step 3 –Select your scale basis and save the data. For eg. As below Up to 5
quantity material value is 60,000, 5 to 10 qty. material value is 59,500 and
for qty. above 10 value is Rs. 59,000.
Condition Exclusion:
• Selection of the most (or least) favorable condition type within a condition
exclusion group.
Customisation Procedure :
Step 10 : Give any name to your Exclusion group starting with ‘Z’ & Save the
data
Step 11: Click on the second option “Assign condition types to the exclusion
groups’
Step 13: Enter the Exclusion Group and assign the condition type to the
same and save the data.
Step 14: Click on the third option ‘Maintain condition exclusion for pricing
procedures’
Step 15: Select your pricing procedure (band) and double click on exclusion.
Step 16: Enter the details for CPR and exclusion Group and save the data.
If option B i.e. Best condition within the condition type is chosen then delete
one of the condition types from the assign exclusion group.
Please do also remember to keep the exclusive indicator in Assesses
sequence of particular condition type blank; otherwise it will select the first
condition type found in the billing.
Condition Update is normally used for limiting the Value of Condition Type.
The use of Condition Update is prominently done for limiting the Maximum
discount value including all previous transactions.
Settings: In Condition Type: You have to tick mark on the condition update
setting in master data of condition type.
Procedure:
Step 3 – Select the band of tour transaction and click on ‘GOTO’ icon on
upper bar and select ‘Additional Data’
Step 4 – Select the Maximum Condition Value for your condition record in the
column Limit for pricing and save the data.
.
Shipping Point and its Determination:
Customer Master :
…………….KTO
Material Master:
Step 1 – Go to IMG
Step 3 – Definition
Plant
Loading Group – Crane Manual Etc.
Shipping Condition
Updating of Stock in the Plant: MB1C
a. Movement Type –
b. Enter the Plant -
c. Storage Location –
Step 3 – Enter the Material and Quantity to be transferred and save the data,
Creation of Delivery: After preparation of order one need to deliver this
order for the billing, through a predetermined Shipping point for the plant.
Or
Step 1 – Enter the Shipping Point, Selection Date and Order No., it will
display the screen as below,
Step 2 – Enter the picking quantity in column picking and press icon PGI.
When you creates order you can create the delivery individually or you can
process the delivery collectively or you can make a collective delivery
Step 3 – Enter the relevant data in next window appear and execute the
data. (You can execute the function in back ground also)
SAP Menu – Logistics – Logistic Execution – Out bond process – Goods issue
for out bond delivery – Out bond Delivery – Create – Collective Processing of
Document Due for delivery – Sales Order
Step 1 – Enter the relevant data on next window appear and click execute
Step 2 – Select the Orders Band and click on icon ‘Dialog’ on next window.
Step 3 – Enter the Picking Quantity and make a PGI as usually.
After processing the Billing document it is very necessary that revenue come
should go in respective account. That’s why is very necessary to
customization should done for posting sales revenue FI. The customization
procedure for posting to FI is as follows.
Step 4 – Enter the ‘Account Assignment group’ and save the data.
Step 3 – Enter the Account Assignment Group. Group of materials with the
same accounting requirements. The account group here determines the
category of material for which it belongs to.
Step 3 - Enter the respective account key in respective condition type. The
key here defines different G/L Accounts for different ‘Condition Type’.
The account key enables the system to post amounts to certain types of
revenue account. For example, the system can post freight charges
(generated by the freight pricing condition) to the relevant freight revenue
account.
Eg. For Price – ERL, for Customer Discount – ERS, for Freight it is ERF.
Step 7 – Click on ‘005 – Account Key’ on the next window appears. And fill
the data as below.
G/L Account No.
Account Key
Sales Org. -
Step 11 – Define the group for packaging material and save the data.
Step 14 – Assign Packaging material type to material group and save the
data.
Cont….
Setting 2 - Define Material master for packaging. (Exclusive points
for packaging other than normal)
Basic Data 1
008
Allowed packing weight – it’s a total weight that packaging material can carry
i.e. including base material i.e. to be packed
Accounting 1 -
Step 4 – It will further split the screen in two portion, the upper portion
shows the details of packaging material (to be entered manually) and lower
portion will show the details of the material to be packed.
Step 5 – Select both band and Click on new HU if full icon the below window
Step – 6 – It will show message handling units were created and save the
data and make PGI as in normal case.
Material Determination - In this IMG activity, you define the rules according to
which material determination functions.
When you create documents, material determination enables you to find certain
materials automatically using a key already stored in the system rather than using
the material number. You do not need to create a material master record for the key
entered in the SD document and which you use to find a material. The key entered
can, for example, be a customer-specific material number or the International Article
Number (IAN).
Cont…..
To show original
material
Cont…..
Customer Name Actual Name taken
Item Proposal : Item proposals are stored independently of customers. If a
customer frequently buys the same product pallet, you can specify the item
proposal number in the customer master record.
Requirements
You can only include the products in a product proposal for which you created
a material master record.
Step 1 – Go to IMG
Step 9 – Enter the below details and save the data. It will give you number
which you have e to enter in your order. This number you have to enter in
your customer master details.
Step 10 – Goto sales order, click on Edit, propose item
Step 13 – The item proposal could be customer specific, you have to make
the setting in customer Master – Sales Area Data accordingly as below,
VD 51 – Creation of customer – material information record
You can create the record where customer orders something else for a
particular material.
Eg. If customer order ‘patta’ for leaf spring, the he will get the record of his
reference in final document.
Step 2 – Enter The Sales area and customer details and press enter.
Step 3 – Enter the material no. and customer. Material information and save
the data.
Output Control – Output control is basically used for deciding the output
media eg. Mail, screen, printer
Step 7 – Copy Item Category ‘Free Goods (SD) – NA0001’ for ‘Z---‘ and save
the data.
Step 10 – Assign Free Goods procedure as defined above to our own sales
area and save the data.
Cont….
1 2 3 4 5
Definition As Above –
5. Inclusive / Exclusive
Exclusive: - the customer pays for the goods ordered and receives extra
goods for free - more is delivered than is ordered
Inclusive: - the customer only pays for part of the goods ordered
- just as much is delivered as is ordered - only some of the goods are billed
Listing : A material list could be created for customer (depending on condition type),
in short customer couldn’t order beyond this material.
Exclusion : It is also List of material for which customer couldn’t order. This material
list is excluded from sales order for customer.
In short, Material listing lists which materials a customer can buy. Material exclusion
lists which materials a customer cannot buy.
A material listing is created for a customer. The customer can only buy the materials
contained in the list. The system does not allow any materials to be entered if they
are not contained in the material listing.
If no records exist for material listing, the sold-to party, for example, can in principle
buy the same materials as the payer. However, if there is a material listing record
specific to the sold-to party, the sold-to party can only buy the materials permitted in
the list. These materials do not have to be identical to those which the payer can
buy.
The Standard Condition types condition types and access sequence in the
SAP system is as given below,
Material listing and material exclusion are controlled using the condition technique
which is described in detail in the examples for pricing and output determination.
Further information on the condition technique can also be found in the manual "SD
Pricing and Conditions".
The following elements of the condition technique work together to control material
listing and exclusion:
• The access sequence is a search strategy with which the system searches
for valid condition records for each condition type. The access sequence refers
to the fields for material listing or material exclusion via the conditions tables
contained in the access sequence. Access sequences A001 for material listing
and B001 for material exclusion are defined in the standard R/3 System.
• The type defines how material listing or exclusion is carried out. Types A001
for material listing and B001 for material exclusion are defined in the standard
R/3 System.
• The procedures define the condition types to be used in material listing and
material exclusion. Procedures A00001 for material listing and B00001 for
material exclusion are defined in the standard R/3 System. The master
records for condition types A001 and B001 only are therefore checked for
material listing or exclusion.
Note
Step 4 – Check whether Procedure for Listing & Exclusion is assign to your sales
document or not.
***
*** - Procedure for material listing
The procedure determines how the system reacts to several listings.
The procedure is only applied if several listings occur.
If, for example, one listing occurred for a customer and another for a customer
group. Both can apply to a material in a sales order.
Using the following settings, you can determine how the system reacts:
- The first listing in the access sequence is used
A - The last listing in the access sequence is used
B - At least one listing must apply
C - All listings must apply
Step 12 – Select the band of access sequence for Listing and Exclusion one by one
and double click on access.
Step 13 : Check the Condition Table details as below, these details can be chane as
per your requirement.
Step 14 : Click on ‘Maintain allowed fields for listing/exclusion’
Step 17 – Define your conditions for Condition Table bases on your requirement,
customer/ material etc. based on following available,
Definition: customer hierarchy
Customer Hierarchy
Customer hierarchies represent complex customer structures in the system and
are used for the organizational structures of buying groups or chains of retail outlets,
for example.
A customer hierarchy consists of individual hierarchy nodes which are allocated
hierarchically to each other on different levels to produce lower-level and higher-level
nodes. The structure of the customer hierarchy can be kept flexible and and adapt to
change at any time by means of the option to move hierarchy nodes dynamically.
The customer hierarchy function in the R/3 system is carried out using the partner
concept. The individual nodes are defined as partners and linked to a higher level
partner.
During sales order and billing processing, customer hierarchies are used in pricing to
take into account every aspect relevant to pricing and rebates for customers with a
complex group and association structure in particular.
For example, if a sales order is edited for a customer who is allocated to a customer
hierarchy relevant for pricing, the relevant hierarchy path, which displays the chain
of hierarchy nodes to which the initial hierarchy node is related, is determined
automatically. If condition records exist for a higher-level node, pricing is carried out
with reference to the conditions available there.
The hierarchy nodes of a customer hierarchy are created as customer master records
with account group (0012). The structure of the hierarchy results from allocating the
hierarchy node master records. It is also possible to create customers with different
account groups as hierarchy nodes (for example, 0001 for the sold-to party).
If you want to make your own settings for customer hierarchies, you must edit the
following points:
• If necessary, allocate the hierarchy type relevant for pricing for each sales
document type
• Then check the partner functions to determine whether they suffice for the
hierarchy levels you require and, if necessary, create further partner functions
Step 3 – Select the Key Combination of ‘Condition’ Table and Press Enter
Step 4 – Enter the customer, Valid Date and Listing & Exclusion Material for
Customer as below.
The basic difference between Item proposal and Listing Exclusion is,
Item Proposal is related to Material Master Record. It is a record created considering
List of material for particular assembly. It the items list dependent on each other or
kit. It is a consolidated list of items with single defined name / number.
Whereas Listing / Exclusion is customer specific record. It is the list of items related
to specific customer / Group of customer. In short, Material listing lists which
materials a customer can buy. Material exclusion lists which materials a customer
cannot buy.
Note
A credit control area can include one or more company codes. It is not
possible to assign a company code to more than one control control area.
Within a credit control area, the credit limits must be specified in the same
currency.
Standard settings
The credit control area 0001 is defined in the SAP standard system.
Step 5 – Click on New Entries and fill the data as below and save the data
and give a description to saved data and again save.
Setting 2 – Assignment
Step 4 – Assign Credit Control Area Define above to Company Code and save
the data.
Step 2 – Click on ‘Assign sales area to credit control area’ as below and save
the data.
Setting 4 – Finanancial Accounting in IMG
Step 9 – Assign Credit Check as per your requirement and Credit group (01
for Order) and save the data.
Step 10 – Go back and Click on ‘Credit limit check for delivery types’
Step 11 – Assign require Delivery Credit Group & GL Credit Group and save
the data.
Step 1 – Enter Customer and Credit Control Area and click all the fields and
click on select all
Step 2 – Click Twice on Next Screen
Step 3 – Fill ‘Maximum Permitted Limit’ and save the data.
Step 4 – Assign You Credit Control Area and then Check VA01
Partner Function – In Sales & Distribution Partner Function is concern with
the Business Partner of the organization.
In Sales Process there are 4 different type of Partners,
a. Sold-to Party
b. Ship To Party
c. Billed to Party
d. Pay to Party
Step 6 – Click on ‘Define Account Groups and Field Selection for Customers’
Number Range will be number range for Customer, Fill the Text Procedure
and Text Determination Procedure
Step 11– Select the Group in each field status one by one
Step 12– Select, Suppress, make mandatory or Keep Optional database on
company requirement.
Step 13 – Similar repeat the procedure for all your Field Status
Setting 2 -
Step 9 – Click on New Entries, Enter Various partner function for your
business partner and click Not Modifiable and Mandatory Field and save the
data.
Step 10 – Click on ‘Partner Determination Procedure Assignment’
Step 6 – Click on ‘Define Sales Document Types’ – Either You can copy the
Sales Document type or You can also define it.
SD Document catalogue – This depend on type of Sales Order eg. ‘C’ For
Order
Number System
Check Division – to check whether item level division and header level is
same or not.
Read info. Record – The document to read the customer info record or not.
Check Credit Limit – To check the credit Limit record (Error if any credit not
remained)
Credit Group – Check Credit Group for Sales Order (Dependent on Document
type)
Check Purchase Order No. – To check whether this PO number already exist
Screen Sequence group – To determine what data should display for this
document type whether for Sales Order, Inq., Quotation or Contract.
Display Range - You can specify, for example, that the system displays only
main items and that it suppresses those items that are dependent on others.
In this case, you can still enter dependent items in the document. However,
the system does not display them.
Function Code for Overview Screen – To determine what data and layout
you in sales order
Delivery Block