Delivery Scheduling and Transportation Scheduling:
Shipping activities and Transportation can be scheduled automatically in sales documents. There are two different type of scheduling: Delivery Scheduling and Transportation Scheduling.
Configuration:
- Define Scheduling by Sales document Type
SaTy DlvSchl TrasSchl Backwardschl
OR X Select Select
Options for Delivery Scheduling: Space – Shipping scheduling Off
A – Shipping scheduling delivery order (w/o loading time)on
X – Shipping Scheduling on
Select the order type and specify whether you want to carry out delivery scheduling and transportation scheduling. You can also specify that for a particular Order type only Backward scheduling is carryout. (generally if required qty is not available on requested date, system carryout Forward scheduling).
When you specify Delivery scheduling, the system automatically determine Pick/Pack time and Loading time for each schedule line, according to the shipping point for which an item is shipped. The system uses Pick/Pack time and loading time to help determine the material availability date and the loading date respectively.
For each shipping point, system can – Propose default for the pick/pack time and loading time or Determine more precise time by taking other factor into account. (route, loading group, weight group).
When you specify Transportation scheduling, the system proposes Transportation lead time and Transit time for each schedule line. These times are determined by route. The system uses the transportation lead time and transit time to help determine the transportation planning date and the goods issue respectively.
Time how determined Helps to Determine
Pick/Pack time Shipping Point Mat. Availability Date
Loading Time Shipping Point Loading date
Trans. Lead time Route Trans. Planning date
Transit Time Route Goods Issue date.
- Define Scheduling By Shipping Point
For each shipping point provide following details:
Factory Calendar:
Working times:
Determine Load Time: Space – No Loading time determination.
A – Route Dependent
B – Route Dependent (Route ‘ ‘)
C – Default from shipping point
Det. Pick/Pack time: Space – No pick/pack time determination.
A – Route Dependent
B – Route Dependent (Route ‘ ‘)
C – Default from shipping point
Rounding Working Days: As buffer time.
- Maintain duration: here we can maintain all the above time for shipping point and Route.
First we have to make setting in shipping point how the Load time and pick/pack time will be determined. Suppose we select C (Default from shipping point) than it will ask to enter the time also in the same screen. If you select other option than C (means based on route) we can maintain the pick/pack time over here.
Double click on “Pick/Pack time” and provide details as below;
Shipping Point ---Route---WgtGRp---Pick/pack days----PP hours
CYSP 000002 0001 1 15
Double click on “Loading Time” and provide following details:
Shipping Point---route----Load GRP----Load time Days ----L.time hours
CYSP 000002 0001 1 10
Double Click on “Route” and fill below details for the specific route:
Transit duration days Transit dur. Hrs TransLedTimeDays TransLedTimeHrs
Thursday, February 11, 2010
Credit Management/Risk Management
Credit Management/Risk Management:
Credit Management/Risk Management Setting:
Before doing setting for credit management, we need to make some setting in different function Like output determination ,partner determination, Pricing, Reports, authorization, subsequent function in shipping and availability check & TOR, Logistic control update, Updating credit control area etc) as below:
Configuration:
- Enter Setting
o Conditions : Procedures – in pricing procedure for Total, enter A in subtotal column. With this the system calculates subtotal for the credit price during pricing and store them in certain field (KOMP-CMPRE = credit price of the item).
o Configuration : Partner (Screen of Partner determination). We have two standard partner function KB (credit representative) KM (Credit Manager) for credit processing. Both partner function are allocate to partner type PE. Enter these partner function in Sales Document Header and Delivery Header. Standard setting already available.
o Output Types: Standard output condition type KRML (Credit Processing) is there.
o Requirement for creating delivery due index from order Standard – 104. (VOFM)
o Requirement for Goods issue from Delivery. Standard – 113 (VOFM)
o Apart from the above setting we have to make setting in other area as
Authorization : Two authorization objects are created for Credit Management
V_VBUK_FRE and V_KNKK_FRE
Logistic controlling Update: Info structure S066 is used for monthly updates for outstanding orders in credit management. We can change the monthly to daily or weekly.
Updating credit control Area: 11, 12, 18. The system determines higher credit update if a transaction cannot be processed with required credit update. For example update 18 is carried out if 12 is not possible.
- Determine Active Receivable per Item category.
Item category – CheckBox
Here you specify whether an item of the respective item category is to be included in credit functions. (check and update of open credit values)
- Maintain authorization
o Define document value class
Ex. HIG – High value LOW – Low value
Using document value class Credit representative can be given authorization.
o Assign document Value class. Ex.
Credit control area credit value Curcy Docu Value class
1000 10000 INR LOW
1000 20000 INR HIG
o Maintain authorization. (User setting). Authorization objects:
V_VBUK_FRE and V_KNKK_FRE
Credit Management
Configuration:
- Define Credit Group. Standard –
01 – Credit group for Sales Order
02 – Credit group for Delivery
03 – Credit group for goods issue
- Assign Sales document and delivery document
o Credit Limit check for order type
SalDtype check credit Credit Group
OR D (Automatic) 01 – Credit group for sales order
o Credit limit check for delivery
DlvType DlvCreditGrp GIcreditGrp
LF 02 03
- Define Automatic Credit Control. Based on
CreditControlArea + Risk Category + Credit Group
RCSO 0001 01
Based on these three criteria we can have different setting for credit management. Risk category is assigned to customer while creating Credit record for the particular customer. Credit Group is assigned to Order/Delivery type, credit control area is assigned to sales area and company code.
Below is the explanation of major field in setting:
No credit check: Here you can define subroutine which contains requirement to carry out credit management. If the requirement is not matched, it will not do credit check. For ex. No credit check if the document contains no item.
Item check: If you select this, the system will carryout credit check as soon as you enter the item and press enter. Generally credit check is done while you save the document.
Deviation in %: A sales order of Rs. 1000 value has been approved by credit and than customer call for another qty of value rs. 100. Here if you have defined 10%, than it will allow to enter the additional qty within the range of the deviation.
Number of days: Specify the number of days after which a changed document must be rechecked. It is used to check document already released by credit, but subsequently changed.
Credit Limit Season factor: for a particular season we want to increase or decrease the credit. Here we enter % of deviation and start date and end date. We select checkbox MINUS than it will decrease the credit limit, if we do not check the checkbox than it will increase the credit limit.
Check in financial accounting: Credit check is done for Sold-to party. It can have different Payer. Generally system checks the open item of all the payers. However if we want to restrict it to the Payer of current document, select the check box Payer.
Checks:
Reaction: Space : No Message
A – Warning
B – Error Message
C – Like A + Value by which the credit limit has been exceeded.
D – Like B + Value by which the credit limit has been exceeded.
Static check: Open Sales Order + Open Delivery document + Open billing Document + Open items
Dynamic check : The customer’s credit check split in Static Part – Open items, Open billing, open delivery items – and dynamic part, the open order. The value is calculated based on the shipping date and the credit horizon you specify in the adjacent field. For example you want the system to ignore all the open order that are due for delivery after the horizon date.
We can select either static or dynamic credit check.
Document Value: the system carry out credit check based on a maximum document value.
Critical field: it checks whether critical fields have been changed. Like Payment Terms, additional value days, fixed Value date.
Open Item: Based on open items.
- Simple credit Limit check
SalTy check Credit Credit Group
OR A
Option for credit check:
Space – No credit Limit check
A – Run simple credit limit check and warning message
B – Run simple credit limit check and error message
C – Run simple credit limit check and delivery block.
D – Credit Management – automatic credit control
In simple credit management no need to give credit group. We can assign any of the above option except D i.e. for automatic credit check. Simple credit limit check is for Sales document only.
Master Record for Credit Management:
FD32
Overview Tab: in this tab total overview of the customer is displayed like credit limits, payments details arrears etc.
Address : Address details
Central Data:
Total Amount: Credit limit for all credit control area.
Individual Limit: Credit limit within a credit control area. For any credit control area. Should not more than Total Amount
Status:
Credit Limit: Upper limit for total receivable. This amount is considered in credit check. This amount should not be grated than Individual limit.
Payment History:
In customer master record, in company code data, Payment tab if we select Payment History checkbox, than all the payment made by this customer will be shown here.
Some transaction code in credit Management:
VKM1 – blocked Sales order VA14L – SD document blocked for delivery
VKM2 – Released FD10N – display balances
VKM4 – All FD11 - Analysis
VKM3 – Sales document FBL5N – Open item display
VKM5 – Delivery F.31 – credit overview
V.01 – Incomplete Sales document F.33 – Brief Overview
F.32 – Missing data FCV1 – Create A/R summary
Credit Management/Risk Management Setting:
Before doing setting for credit management, we need to make some setting in different function Like output determination ,partner determination, Pricing, Reports, authorization, subsequent function in shipping and availability check & TOR, Logistic control update, Updating credit control area etc) as below:
Configuration:
- Enter Setting
o Conditions : Procedures – in pricing procedure for Total, enter A in subtotal column. With this the system calculates subtotal for the credit price during pricing and store them in certain field (KOMP-CMPRE = credit price of the item).
o Configuration : Partner (Screen of Partner determination). We have two standard partner function KB (credit representative) KM (Credit Manager) for credit processing. Both partner function are allocate to partner type PE. Enter these partner function in Sales Document Header and Delivery Header. Standard setting already available.
o Output Types: Standard output condition type KRML (Credit Processing) is there.
o Requirement for creating delivery due index from order Standard – 104. (VOFM)
o Requirement for Goods issue from Delivery. Standard – 113 (VOFM)
o Apart from the above setting we have to make setting in other area as
Authorization : Two authorization objects are created for Credit Management
V_VBUK_FRE and V_KNKK_FRE
Logistic controlling Update: Info structure S066 is used for monthly updates for outstanding orders in credit management. We can change the monthly to daily or weekly.
Updating credit control Area: 11, 12, 18. The system determines higher credit update if a transaction cannot be processed with required credit update. For example update 18 is carried out if 12 is not possible.
- Determine Active Receivable per Item category.
Item category – CheckBox
Here you specify whether an item of the respective item category is to be included in credit functions. (check and update of open credit values)
- Maintain authorization
o Define document value class
Ex. HIG – High value LOW – Low value
Using document value class Credit representative can be given authorization.
o Assign document Value class. Ex.
Credit control area credit value Curcy Docu Value class
1000 10000 INR LOW
1000 20000 INR HIG
o Maintain authorization. (User setting). Authorization objects:
V_VBUK_FRE and V_KNKK_FRE
Credit Management
Configuration:
- Define Credit Group. Standard –
01 – Credit group for Sales Order
02 – Credit group for Delivery
03 – Credit group for goods issue
- Assign Sales document and delivery document
o Credit Limit check for order type
SalDtype check credit Credit Group
OR D (Automatic) 01 – Credit group for sales order
o Credit limit check for delivery
DlvType DlvCreditGrp GIcreditGrp
LF 02 03
- Define Automatic Credit Control. Based on
CreditControlArea + Risk Category + Credit Group
RCSO 0001 01
Based on these three criteria we can have different setting for credit management. Risk category is assigned to customer while creating Credit record for the particular customer. Credit Group is assigned to Order/Delivery type, credit control area is assigned to sales area and company code.
Below is the explanation of major field in setting:
No credit check: Here you can define subroutine which contains requirement to carry out credit management. If the requirement is not matched, it will not do credit check. For ex. No credit check if the document contains no item.
Item check: If you select this, the system will carryout credit check as soon as you enter the item and press enter. Generally credit check is done while you save the document.
Deviation in %: A sales order of Rs. 1000 value has been approved by credit and than customer call for another qty of value rs. 100. Here if you have defined 10%, than it will allow to enter the additional qty within the range of the deviation.
Number of days: Specify the number of days after which a changed document must be rechecked. It is used to check document already released by credit, but subsequently changed.
Credit Limit Season factor: for a particular season we want to increase or decrease the credit. Here we enter % of deviation and start date and end date. We select checkbox MINUS than it will decrease the credit limit, if we do not check the checkbox than it will increase the credit limit.
Check in financial accounting: Credit check is done for Sold-to party. It can have different Payer. Generally system checks the open item of all the payers. However if we want to restrict it to the Payer of current document, select the check box Payer.
Checks:
Reaction: Space : No Message
A – Warning
B – Error Message
C – Like A + Value by which the credit limit has been exceeded.
D – Like B + Value by which the credit limit has been exceeded.
Static check: Open Sales Order + Open Delivery document + Open billing Document + Open items
Dynamic check : The customer’s credit check split in Static Part – Open items, Open billing, open delivery items – and dynamic part, the open order. The value is calculated based on the shipping date and the credit horizon you specify in the adjacent field. For example you want the system to ignore all the open order that are due for delivery after the horizon date.
We can select either static or dynamic credit check.
Document Value: the system carry out credit check based on a maximum document value.
Critical field: it checks whether critical fields have been changed. Like Payment Terms, additional value days, fixed Value date.
Open Item: Based on open items.
- Simple credit Limit check
SalTy check Credit Credit Group
OR A
Option for credit check:
Space – No credit Limit check
A – Run simple credit limit check and warning message
B – Run simple credit limit check and error message
C – Run simple credit limit check and delivery block.
D – Credit Management – automatic credit control
In simple credit management no need to give credit group. We can assign any of the above option except D i.e. for automatic credit check. Simple credit limit check is for Sales document only.
Master Record for Credit Management:
FD32
Overview Tab: in this tab total overview of the customer is displayed like credit limits, payments details arrears etc.
Address : Address details
Central Data:
Total Amount: Credit limit for all credit control area.
Individual Limit: Credit limit within a credit control area. For any credit control area. Should not more than Total Amount
Status:
Credit Limit: Upper limit for total receivable. This amount is considered in credit check. This amount should not be grated than Individual limit.
Payment History:
In customer master record, in company code data, Payment tab if we select Payment History checkbox, than all the payment made by this customer will be shown here.
Some transaction code in credit Management:
VKM1 – blocked Sales order VA14L – SD document blocked for delivery
VKM2 – Released FD10N – display balances
VKM4 – All FD11 - Analysis
VKM3 – Sales document FBL5N – Open item display
VKM5 – Delivery F.31 – credit overview
V.01 – Incomplete Sales document F.33 – Brief Overview
F.32 – Missing data FCV1 – Create A/R summary
Sunday, February 7, 2010
Taxes
Configuration:
- Define Tax Determination rule
Tax country Seq Tax category
IN 1 MWST
IN 2 UTXJ
- Define Tax Relevancy of Master Record (Customer and Material master)
Tax Category Tax classification Description
MWST 0 Tax Exempt
MWST 1 Half Tax
UTXJ 1 Full Tax
UTXJ 2 No tax
For both Customer master and Material master we have to create above types of tax classification. In customer master, we assign this tax classification in Sales area data, billing tab page, while in Material Master we assign this tax classification in Sales: General data 1. We use this class tax classification for creating master record for the particular tax category(tax condition) for Ex.VK11 For MWST
Country CusTaxClassi MatTaxClass TaxCode
IN 1 0 A6 (12%)
IN 1 1 A3(16%)
Tax Codes are defined in FI.
- Define Regional code (For USA Only)
o Define county code
o Define City Code
- Assign Delivering Plant for Tax Determination
Assign country, geographical region, county code and city code to a Plant.
Based on the country key the SAP system determines which tax type is valid for the plant.
- Check Material Master for obsolete Tax Classification
- Maintain Sales Tax identification number determination. Here you define how VAT registration numbers are defined in the sales order and billing document. We have following options:
Space – Based on priority. Payer, than Ship to party than Sold to Party
A – Tax number copies from Sold to party
B – Tax number copies from Payer
- Define Tax Determination rule
Tax country Seq Tax category
IN 1 MWST
IN 2 UTXJ
- Define Tax Relevancy of Master Record (Customer and Material master)
Tax Category Tax classification Description
MWST 0 Tax Exempt
MWST 1 Half Tax
UTXJ 1 Full Tax
UTXJ 2 No tax
For both Customer master and Material master we have to create above types of tax classification. In customer master, we assign this tax classification in Sales area data, billing tab page, while in Material Master we assign this tax classification in Sales: General data 1. We use this class tax classification for creating master record for the particular tax category(tax condition) for Ex.VK11 For MWST
Country CusTaxClassi MatTaxClass TaxCode
IN 1 0 A6 (12%)
IN 1 1 A3(16%)
Tax Codes are defined in FI.
- Define Regional code (For USA Only)
o Define county code
o Define City Code
- Assign Delivering Plant for Tax Determination
Assign country, geographical region, county code and city code to a Plant.
Based on the country key the SAP system determines which tax type is valid for the plant.
- Check Material Master for obsolete Tax Classification
- Maintain Sales Tax identification number determination. Here you define how VAT registration numbers are defined in the sales order and billing document. We have following options:
Space – Based on priority. Payer, than Ship to party than Sold to Party
A – Tax number copies from Sold to party
B – Tax number copies from Payer
Account Assignment
Revenue Account Determination:
Configuration:
- Check Master data relevant for Account Assignment
For Material and Customer – Define account assignment Groups and assign it to customer master and Material Master.
- Define access Seq. Standard KOFI and KOFK
KOFI – 1. Cust Ac Grp + Mat Ac Grp + Acc Key
2. Cust Ac Grp + Ac Key
3. Mat ac Grp + ac Key
4. Acc Key
5. General (Sales Organization)
- Define Condition Type KOFI and KOFK
- Define account Determination Procedure (Based on condition technique)
- Assign account Determination Procedure to billing Type
B1 – KOFI00
- Define and assign Account Keys to condition types in Pricing Procedures.
- Assign GL account – standard based on
Appl + Condi. Type + chart of acc + Sales Org + Cust Ac Grp + Mat Ac Grp + Acc Key àGL Ac
Ex: V + KOFI + INT + RCSO + 01 + 01 + ERL à 3455
What is Acc Key?
Account helps the system to determine the GL account to post the revenue. We have predefined Acc Keys as below:
ERL – Sales Revenue
ERS – Sales Deduction
ERF – Freight Revenue
EVV – Cash clearing
ERB – Rebate Sales Deduction
ERU – Rebate accruals
MWS – Tax on Sales/Purchase
EXD – Excise
Revenue Recognition:
Configuration:
- Set Revenue Recognition for Item categories.
Select Item category and go to Details: we have to fill three field as below:
Revenue Recognition: Space – Revenue recognition at time of Invoice creation, A – According to the accrual period, B – based on business transaction like good receipt for delivery relavant item or posting of sales order for item not relevant for delivery, D – accordance with the accrual period of the item.
Acc Period Start date : the accrual start date determines the start date of the period in which the revenue should be recognized. It can be proposed based on contract start date, based billing plan start date,
Revenue Distribution type: controls the distribution of revenue among the posting periods in the revenue lines in the time related revenue recognition. Space – revenue distributed evenly across all period and correction value entered in first open posting period. A – as above but correction value also entered evenly among all posting period, B – distributed to posting period according to the invoice plan and correction value to first open posting period, C – as B but correction value distributed evenly to all posting periods.
- Maintain account Determination.
o Assign GL account for revenue and differed revenue. (Like normal Ac determination)
o Assign account for unbilled receivables
Appli + Chart of Ac + Reconciliation Ac à account for non billed receivables.
Reconciliation Account Determination:
(Uses condition Techniques)
Configuration:
- Maintain Access Seq. Standard KOAB Table 8(Sales org+DC) Table 4(General)
- Maintain condition type KOAB
- Maintain Procedure KOFIAB
- Assign Procedure to billing document
Billing document type à KOFIAB
- Assign GL Ac(Based on above access seq.)
Appli + condty + chart of ac + SO + DC à GL account
Cash Account Determination:
For Cash Sales. In normal sales customer account is debited but here as it is cash sales, cash account will be debited. Uses condition techniques.
Configuration:
- Maintain access Sequence CASH Tables: 9(SO+DC+DIV) 4 (General)
- Maintain Condition Type CASH
- Maintain ac Determination Procedure KOFIAC
- Assign Ac Determination Procedure
Billing doc Type à KOFIAC
- Assign GL account
Appli + contype + Chart of ac + SO + DC + DIV à GL A/c
Here Application will be VC – Cash settlement
VC + CASH + INT + RCSO + CR + CD à3344(Cash Ac)
Business Area Account Assignment:
Configuration:
- Define rules by Sales Area. Assign any of below three to sales area
0001 – Based on Plant and division(T134G)
0002 – Based on Sales area (TVTA)
0003 – Based on SO + DS + Item DIV
- Assign business Area to Plant and Division.
If you select 0001 in above than provide following details
Plant + division à Business Area
- Assign business area by Sales Area
If you select 0002 above, than provide following details
SO + DS + DIV à Business Area
Assign Cost Center:
Allocate cost center to specific business transaction or order reason like
Sales Area + Order Reason à Cost center
Assign dunning area
Assign dunning area to individual sales area. This dunning area is than transferred to billing document. Dunning area allows you to use different dunning procedure within company code. All dunning letters issued separately for each dunning area.
Dunning area either entered manually in the document items or determined from assignment of dunning area to sales area which we define here.
SO + DS + DIV à Dunning Area
Configuration:
- Check Master data relevant for Account Assignment
For Material and Customer – Define account assignment Groups and assign it to customer master and Material Master.
- Define access Seq. Standard KOFI and KOFK
KOFI – 1. Cust Ac Grp + Mat Ac Grp + Acc Key
2. Cust Ac Grp + Ac Key
3. Mat ac Grp + ac Key
4. Acc Key
5. General (Sales Organization)
- Define Condition Type KOFI and KOFK
- Define account Determination Procedure (Based on condition technique)
- Assign account Determination Procedure to billing Type
B1 – KOFI00
- Define and assign Account Keys to condition types in Pricing Procedures.
- Assign GL account – standard based on
Appl + Condi. Type + chart of acc + Sales Org + Cust Ac Grp + Mat Ac Grp + Acc Key àGL Ac
Ex: V + KOFI + INT + RCSO + 01 + 01 + ERL à 3455
What is Acc Key?
Account helps the system to determine the GL account to post the revenue. We have predefined Acc Keys as below:
ERL – Sales Revenue
ERS – Sales Deduction
ERF – Freight Revenue
EVV – Cash clearing
ERB – Rebate Sales Deduction
ERU – Rebate accruals
MWS – Tax on Sales/Purchase
EXD – Excise
Revenue Recognition:
Configuration:
- Set Revenue Recognition for Item categories.
Select Item category and go to Details: we have to fill three field as below:
Revenue Recognition: Space – Revenue recognition at time of Invoice creation, A – According to the accrual period, B – based on business transaction like good receipt for delivery relavant item or posting of sales order for item not relevant for delivery, D – accordance with the accrual period of the item.
Acc Period Start date : the accrual start date determines the start date of the period in which the revenue should be recognized. It can be proposed based on contract start date, based billing plan start date,
Revenue Distribution type: controls the distribution of revenue among the posting periods in the revenue lines in the time related revenue recognition. Space – revenue distributed evenly across all period and correction value entered in first open posting period. A – as above but correction value also entered evenly among all posting period, B – distributed to posting period according to the invoice plan and correction value to first open posting period, C – as B but correction value distributed evenly to all posting periods.
- Maintain account Determination.
o Assign GL account for revenue and differed revenue. (Like normal Ac determination)
o Assign account for unbilled receivables
Appli + Chart of Ac + Reconciliation Ac à account for non billed receivables.
Reconciliation Account Determination:
(Uses condition Techniques)
Configuration:
- Maintain Access Seq. Standard KOAB Table 8(Sales org+DC) Table 4(General)
- Maintain condition type KOAB
- Maintain Procedure KOFIAB
- Assign Procedure to billing document
Billing document type à KOFIAB
- Assign GL Ac(Based on above access seq.)
Appli + condty + chart of ac + SO + DC à GL account
Cash Account Determination:
For Cash Sales. In normal sales customer account is debited but here as it is cash sales, cash account will be debited. Uses condition techniques.
Configuration:
- Maintain access Sequence CASH Tables: 9(SO+DC+DIV) 4 (General)
- Maintain Condition Type CASH
- Maintain ac Determination Procedure KOFIAC
- Assign Ac Determination Procedure
Billing doc Type à KOFIAC
- Assign GL account
Appli + contype + Chart of ac + SO + DC + DIV à GL A/c
Here Application will be VC – Cash settlement
VC + CASH + INT + RCSO + CR + CD à3344(Cash Ac)
Business Area Account Assignment:
Configuration:
- Define rules by Sales Area. Assign any of below three to sales area
0001 – Based on Plant and division(T134G)
0002 – Based on Sales area (TVTA)
0003 – Based on SO + DS + Item DIV
- Assign business Area to Plant and Division.
If you select 0001 in above than provide following details
Plant + division à Business Area
- Assign business area by Sales Area
If you select 0002 above, than provide following details
SO + DS + DIV à Business Area
Assign Cost Center:
Allocate cost center to specific business transaction or order reason like
Sales Area + Order Reason à Cost center
Assign dunning area
Assign dunning area to individual sales area. This dunning area is than transferred to billing document. Dunning area allows you to use different dunning procedure within company code. All dunning letters issued separately for each dunning area.
Dunning area either entered manually in the document items or determined from assignment of dunning area to sales area which we define here.
SO + DS + DIV à Dunning Area
Cross-Selling
Run the SDCRSL01 program to analyze sales order to determine which products are mostly purchased together by customers. The system will searches all the sales order, list all the article purchased and how often certain pairs of article appear in same sales order. Ex. 10% of the time, customer purchased specific shirt and tie combination.
Cross Selling is achieved through condition techniques or you can use Function module also.
Configuration:
- Maintain condition type and Procedures
Table 11(Field MATNR) Condi type - C001 Cross Selling Procedure– C00001
- Maintain customer/document procedure for cross selling
A – Product Proposal
B – cross Selling
Assign document procedure to document type
- Define cross selling profile.
Provide name(ZAAAA) and provide following details:
Product proposal procedure : B00001
Cross Selling Pricing procedure: C00001
Pricing procedure : RVAA01
Cross selling dialog box : Space – dialog box will appear in sales order A – only on request
Cross selling ATP indicator – controls whether the system should run ATP check for the cross selling material.
- Assign cross Selling Profile
Sales area + Cust. PP (B) + Document PP (B) à Cross selling profile(ZAAAA).
Also we need to assign Cust PP Procedure (i.e. B) in customer master record Sales Area Data – Sales Tab – PP Procedure - assign - B
Now create Master Record for Cross Selling based on the condition techniques.
Cross Selling is achieved through condition techniques or you can use Function module also.
Configuration:
- Maintain condition type and Procedures
Table 11(Field MATNR) Condi type - C001 Cross Selling Procedure– C00001
- Maintain customer/document procedure for cross selling
A – Product Proposal
B – cross Selling
Assign document procedure to document type
- Define cross selling profile.
Provide name(ZAAAA) and provide following details:
Product proposal procedure : B00001
Cross Selling Pricing procedure: C00001
Pricing procedure : RVAA01
Cross selling dialog box : Space – dialog box will appear in sales order A – only on request
Cross selling ATP indicator – controls whether the system should run ATP check for the cross selling material.
- Assign cross Selling Profile
Sales area + Cust. PP (B) + Document PP (B) à Cross selling profile(ZAAAA).
Also we need to assign Cust PP Procedure (i.e. B) in customer master record Sales Area Data – Sales Tab – PP Procedure - assign - B
Now create Master Record for Cross Selling based on the condition techniques.
Dynamic Product Proposal
Product proposal is list of product for particular customer which are displayed during sales order creation. Suppose a particular customer orders certain material with specific quantity, than we can prepare one list which will be automatically proposed when we create sales order for that customer. We can copy material and qty or material only.
Configuration:
- Define customer Procedure for Product proposal
A - Product proposal B - Cross selling
- Define Document Procedure for Product proposal
A - Product proposal B - Cross selling
- Assign document procedure for product proposal to sales document type
OR – A Product proposal/ B Cross selling
- Maintain the table of origin for the product proposal.
o Order history
o Listed Materials
o Excluded Materials
o Item Proposal
o Customer Material info record
o Customer specific data source
For the product proposal you can combine the material from different data source. You can than determine the sequence in which they appear.
You can access the data source either online, in background or using combination of both.
- Define the procedure for the product proposal and specify the access sequence.
A00001 – PP Background
A00002 – PP Online
B00001 – Cross Selling
We provide different Function module in access sequence.
- Maintain Procedure determination (in background) for product proposal.
Sales area + PP cust Proc (A) àA00001
- Maintain Procedure determination (online) for product proposal.
Sales area + sales Off. + Sales Grp. + PP cust. Pro(A) + PP doc Proc(A) àA00002
Configuration:
- Define customer Procedure for Product proposal
A - Product proposal B - Cross selling
- Define Document Procedure for Product proposal
A - Product proposal B - Cross selling
- Assign document procedure for product proposal to sales document type
OR – A Product proposal/ B Cross selling
- Maintain the table of origin for the product proposal.
o Order history
o Listed Materials
o Excluded Materials
o Item Proposal
o Customer Material info record
o Customer specific data source
For the product proposal you can combine the material from different data source. You can than determine the sequence in which they appear.
You can access the data source either online, in background or using combination of both.
- Define the procedure for the product proposal and specify the access sequence.
A00001 – PP Background
A00002 – PP Online
B00001 – Cross Selling
We provide different Function module in access sequence.
- Maintain Procedure determination (in background) for product proposal.
Sales area + PP cust Proc (A) àA00001
- Maintain Procedure determination (online) for product proposal.
Sales area + sales Off. + Sales Grp. + PP cust. Pro(A) + PP doc Proc(A) àA00002
Free Goods
FREE GOODS
Configuration:
- Uses Condition techniques (for scenario – 1)
Define condition types
Define Pricing Procedure – standard NA0001
Activate free goods determination – Sales area + Doc. Pricing proc. + Cust. Pricing proc. = NA0001
- Determine Item category for free Goods. i.e. Ord. type + ITGr + Usg + HLevIt(TAN) = TANN
- Control Free goods Pricing (for Scenario 2)
o Control Pricing for Free goods Item category – here you define whether an item cat. Is relevant for pricing or not. Like TANN
Space – No pricing (for scenario 1)
X – Pricing standard
A– Pricing for empties
B – Pricing with 100% (for scenario 2)
You also decide whether the value of item should be considered to calculate for the total value of header (Space – system will copy item to header total, X – no cumulation).
o Maintain Condition type for 100% discount – in standard system R100 is for 100% discount. No need to define other condition type.
o Maintain Pricing procedure for pricing – add the R100 in you pricing procedure(RVAA001) with requirement 55 and condition base value 28 so no need to create condition record for the condition type R100.
- Set transfer of cost to main item – copy control from delivery to billing.(for scenario 3)
- Pricing for inclusive free goods without item generation. (For Scenario 4)
In free goods master if we have selected free goods category 3 (inclusive free goods without item generation), the system will not generate items for free goods. Here we use standard condition type NRAB, with condition basis formula 29 and pricing requirement 059. Category of this condition is F, it will ensure that condition is redetermined every time the qty is changed.
Master Record for Free Goods:
Based on access sequence you can define criteria for free goods. Here it can be inclusive free goods, Exclusive free goods and Inclusive free goods without item generation. Also we can control the delivery of free goods like 1. Delivery takes place regardless of main item A – Delivery only if main item is partial delivered B – delivery only if main item is fully delivered etc)
Inclusive free goods means suppose for 10 qty you want to give 2 qty as free than system will price 8 qty and 2 qty as free.
Exclusive free goods means suppose for 10 qty you want to give 2 qty as free than system will price 10 qty and other 2 qty as free.
In both the above cases, system will generate sub items for free goods with item category TANN. We have four possibilities also as below.
Inclusive free goods without Item generation means for 10 qty.
Hence we can have four different situations:
1. Normal free goods
a. Create condition techniques
b. Create master record with A inclusive B Exclusive
c. TANN not relevant for pricing(space – not relevant for pricing)
Here if you select the TANN line and go for pricing analysis in sales order, the price will be zero.
2. Free goods with Pricing control
a. TANN relevant for pricing with 100% (B – Pricing for free goods (with 100% disc.))
b. Condition type R100 with 100% discount. Sales deduction shown as 100% discount.
Here if you select the TANN line and go for pricing analysis, the item will be priced but there will be 100% discount (R100) also.
3. Free goods with Pricing control but transfer of cost to main item.
a. TANN not relevant for pricing
b. Set transfer of cost to main item
4. Pricing for inclusive Free goods without item generation.
a. For inclusive only.
b. Free goods category 3 in free goods master records.
c. Condition NRAB.
d. TANN not relevant for pricing.
Here system will not create sub item but will deduct the discount condition (NRAB)
Configuration:
- Uses Condition techniques (for scenario – 1)
Define condition types
Define Pricing Procedure – standard NA0001
Activate free goods determination – Sales area + Doc. Pricing proc. + Cust. Pricing proc. = NA0001
- Determine Item category for free Goods. i.e. Ord. type + ITGr + Usg + HLevIt(TAN) = TANN
- Control Free goods Pricing (for Scenario 2)
o Control Pricing for Free goods Item category – here you define whether an item cat. Is relevant for pricing or not. Like TANN
Space – No pricing (for scenario 1)
X – Pricing standard
A– Pricing for empties
B – Pricing with 100% (for scenario 2)
You also decide whether the value of item should be considered to calculate for the total value of header (Space – system will copy item to header total, X – no cumulation).
o Maintain Condition type for 100% discount – in standard system R100 is for 100% discount. No need to define other condition type.
o Maintain Pricing procedure for pricing – add the R100 in you pricing procedure(RVAA001) with requirement 55 and condition base value 28 so no need to create condition record for the condition type R100.
- Set transfer of cost to main item – copy control from delivery to billing.(for scenario 3)
- Pricing for inclusive free goods without item generation. (For Scenario 4)
In free goods master if we have selected free goods category 3 (inclusive free goods without item generation), the system will not generate items for free goods. Here we use standard condition type NRAB, with condition basis formula 29 and pricing requirement 059. Category of this condition is F, it will ensure that condition is redetermined every time the qty is changed.
Master Record for Free Goods:
Based on access sequence you can define criteria for free goods. Here it can be inclusive free goods, Exclusive free goods and Inclusive free goods without item generation. Also we can control the delivery of free goods like 1. Delivery takes place regardless of main item A – Delivery only if main item is partial delivered B – delivery only if main item is fully delivered etc)
Inclusive free goods means suppose for 10 qty you want to give 2 qty as free than system will price 8 qty and 2 qty as free.
Exclusive free goods means suppose for 10 qty you want to give 2 qty as free than system will price 10 qty and other 2 qty as free.
In both the above cases, system will generate sub items for free goods with item category TANN. We have four possibilities also as below.
Inclusive free goods without Item generation means for 10 qty.
Hence we can have four different situations:
1. Normal free goods
a. Create condition techniques
b. Create master record with A inclusive B Exclusive
c. TANN not relevant for pricing(space – not relevant for pricing)
Here if you select the TANN line and go for pricing analysis in sales order, the price will be zero.
2. Free goods with Pricing control
a. TANN relevant for pricing with 100% (B – Pricing for free goods (with 100% disc.))
b. Condition type R100 with 100% discount. Sales deduction shown as 100% discount.
Here if you select the TANN line and go for pricing analysis, the item will be priced but there will be 100% discount (R100) also.
3. Free goods with Pricing control but transfer of cost to main item.
a. TANN not relevant for pricing
b. Set transfer of cost to main item
4. Pricing for inclusive Free goods without item generation.
a. For inclusive only.
b. Free goods category 3 in free goods master records.
c. Condition NRAB.
d. TANN not relevant for pricing.
Here system will not create sub item but will deduct the discount condition (NRAB)
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