A Sales Organisation is assigned to ONE company code

A Plant can be assigned to ONE Company Code

A Plant can be assigned to MANY Sales Organisations/Distribution Channels
A Plant can be assigned to MANY Shipping Points
A Shipping Point is assigned to one or MANY Plants

Company Code
Sales Organisation

Distribution Channel

Division

A transportation planning point is an independent unit and is not linked to other org units
Transportation planning point is linked to only ONE company code
Transportation planning point processes and monitors shipments
Each shipment is created by a single transportation planning point

Delivering Plant
Shipping Point
Departure Zone

Distribution channel can be assigned to MANY Sales Organisations

A Company Code can be assigned to MANY Plants
A Sales Office can be assigned to MANY Sales Areas
Sales Organisation
Distribution Channel
Distribution Plant (same plant can be linked to many SO/DC combos)
CO - PA
Operating Concern (Africa)
Controlling Areas (Africa)
Company Codes (South Africa)
Sales Organisations (Gauteng)
Credit Control Area
Sales Area (combo of Sales Org/Dist Channel/Division)
Sales Office
Sales Group
Business Areas are optional and used for internal reporting
Can contain several company codes or have several BA's in one company code

Business Areas are determined by:

Plant / Item Division
Sales Area
Sales Organisation / Distribution Channel / Item Division

Configuration
Assign sales organization to company code
ONE
Assign distribution channel to sales organization
Assign division to sales organization
Assign sales office to sales area
Assign sales group to sales office
Assign sales organization/distribution channel - plant
Assign sales area to credit control area
Assign Business Area To Plant And Division
Assign warehouse number to plant/storage location
Assign shipping point to plant
Assign plant to company code
ONE
Customer Master
General Data (Client)
Sales Area Data
Company Code Data
Address is the only info updated in docs when changed in Cmaster
Flag 'default sold to party' to let temp STP go into Sales Orders
Complete/Partial delivery indicator found in the Customer Master
Material Master
Sales Org Views valid for Sales Org and Distribution Channel
Sales Gen/Plant valid for Sorg, DC and Delivering Plant

ASAP
Phase 1 Project Preparation
Starting project
Identifying team members
Developing high level plan
Phase 2 Business Blueprint
Understand business goals
Determine business requirements to support goals
Phase 3 Realization
Implement business and process requirements based on blueprint
Customize in Baseline and Final Configuration
Phase 4 Final Preparation
Complete testing
End User Training
Resolve critical open issues
Phase 5 Go Live and Support
Transition from Project, pre productive environment to Live productive system

Customer - Material Info Record

Default delivering plant
Delivery tolerances
Partial deliveries
Cross ref customer material number to our number
Proposal at item level made from C-M info record

Output Master Data

Layout of output defined by a form in Sapscript and assigned to output type
Incompletion log shows fields where data is missing.
Available in Sales Order and Delivery
Representative Distribution Channel used if dont want to differentiate
Master data by DC.

Pricing Procedure
Condition types
Access Sequence
Condition Tables
Key field Combo = cond rec

Pricing Procedure contains conditions types in the required sequence

Condition Type has characteristics ie value or quantity, surcharges or discounts etc
Access sequence composed of one or more condition tables assigned to a condition type
Condition Records are created using a specific key combination specified by the condition table
In customising you can set a condition type to be a group condition
Condition types to be compared are placed in an exclusion group to determine
The net price list offers the option of creating price information for a customer on a selected range of materials
The net prices are determined by simulating a billing document
You can allow a release procedure to be used when a condition table is created 'with release status' checkbox
The calculation type for a condition type is defined in customizing
You can maintain long texts in the condition records for pricing and agreements (no copy on reference create)

Excluded Materials
Permitted Materials

Material Exclusion - used to ensure that the customer does NOT receive certain materials
Material Listing - used to ensure that the customer ONLY receives certain materials
Both of these are controlled by the condition technique
Condition Technique is used to determine Pricing, Texts and Outputs.

Condition Categories:
Pricing
Discounts
Surcharges
Freight
Taxes

A condition table defines the combination of fields (the key) that identifies an individual condition record
A condition record allows you to store and retrive data. All prices, discounts and surcharges for automatic
pricing must be stored in condition records
An access sequence is a search strategy used to find valid data for a particular condition type
A pricing procedure is used to define a group of condition types in a particular sequence
It determines which sub totals appear during pricing
It determines which bases the system uses to calculate percentage discounts and surcharges
It determines to what extent pricing can be influenced manually

Header Condtions

Automatic pricing does not take header conditions into account

Can only be entered manually at sales order processing
You cannot create condition records for them???? Check
Can have be assigned an access sequence
Can be group conditions
Header conditions are valid for all items
Automatically distributed among items based on NET value

Can be distributed among item evenly or based on portion of total net value
Pricing behaviour is configured in the Pricing Type
Group Conditions

In customizing you can set a conditon type to be a group condition

Can only be assigned at item level? Check???
The condition base value is calculated as the sum of the individual items within one group

The Pricing Procedure Controls:

Sequence of condition types
Mandatory condition types
Manually entered conditions
Statistical condition types

In Pricing Procedure the Reference Level is used to get Subtotals

You can attach requirements (requirement rule) to an Access Sequence
Net Price List creates Price Information for a customer on a selected quantity of materials
Condition indexes MUST be activated

Condition Type Controls:

Access Sequence used
Minus/Plus sign
Priority of manual condition types
(over automatic condition types)
Calculation Type
Fixed amount
Percentage
Scale Base Type:
Value
Weight
Quantity
Volume
Time Period

Tax Determination:
Business Transaction
Tax Liability of the Ship to Party
Tax Liability of the Material
Material Listing: used to ensure customers receive only certain materials
Material Exclusion: used to ensure customers DO NOT receive certain materials

A transaction variants is made up of screen variants

Transaction variants are only allowed for screen transactions

Determination of Pricing Procedure Automatically

Customer (You specify the customer pricing procedure in the customer master record for each sales area)
Sales Document Type (You specify the document pricing procedure for each sales document type and billing type)
Sales Area (allocate the customer determination procedure and the document pricing procedure to a pricing procedure within a sales area)
Condition exclusion - best/worst price comparison
Condition update - set maximum condition value or number of order
Condition Supplement - several condition types to be accessed together

Sales Order Document Type Controls:

Number Assignment
Default Functions: Date, Delivery Type, Billing Type, Blocks
Mandatory Reference
Partner Determination
Pricing ie is customer-material info rec used
Output Types Available
Allowed Item Categories
Incompleteness
Free Date
Determining Materials
Enhancement for Contracts
Checks: Division, Open Quotes/Contracts/Info Record
Note: Pricing Procedure can be assigned to Doc type

Sales Order Item Category Controls:

Completion Rule (when item is considered completed)
Item level Partner Determination
Text Determination
Incompletness
Schedule Lines allowed
Pricing Relevancy ie is carried out or not
Billing Relevancy ie is billing carried out
Delivery Relevance ie material or text item
BOMS
Is difference allowed from header levels
Message if item cannot be fully delivered
Output
Billing Block
Schedule Line Category Controls:
Availability check
Goods Movement Type for GI
Delivery Relevance
Purchasing (ie PR auto created)

Requirements Transfer to MRP

They are assigned to Item Categories
Determination of Delivering Plant Automatically:
Customer Material Information Record
Customer Master for Ship to Party
Material Master Record
If not found then no plant proposed and thus no ship point, avail check

Determination of Route Automatically:

Departure Zone from Customizing for Shipping point (JHB)
Shipping Condition from STP Customer Master (ASAP)
Transportation Group from Material Master (Train)
Transportation Zone from Ship To Party Customer Master (Durban)
Note: Weight causes redetermination of the route
Determination of Delivery Schedule Automatically:
Order Date
Material Availability Date
Loading Date
Goods Issue Date
Delivery Date
Account Group on Customer Master Controls:
Number Range
Internal or External Number Assignment
Input screens and fields for partner functions
Field Selection
One Time account
Output
It can be automatically proposed
Movement Type Controls (found in Schedule line)
the type of the material movement ie GR, GI, STO
enables system to find posting rules for account postings
updating of quantity fields
updating of stock and consumption accounts

determining which fields are displayed during document entry

Determination of Tax Rate in a Document

Business transaction - domestic or export/import
Tax liability of the ship to party
Tax liability of the material
Quantity diff - complaint due to damaged or substandard goods
Price diff - complaint due to wrong pricing
Returns - dissatisfied customer
Third party order processing flow:
Sales order (Order type OR, Item cat IC, Sched line SL)
Auto PR
PO
OBD
GR
MM Invoice Verification
SD Billing
In customising for Sales Doc types the 'incompete messages field' controls if incomplete documents can be saved or not
Credit Memo Request - Billing Block - Release - Credit Memo
Reason for rejection used to control if item appears in credit memo with zero value or not at all

During Sales Order Processing, the system carries out basic functions, such as:
Delivery scheduling
Transferring requirements to materials planning (MRP)
Calculating pricing and taxes
Sales Information System
Checking credit limits
Outputs
Texts
Availability Check
Sales Order Document Types:
Standard Order
Contract
Cash Sales
Rush Order
Free of Charge delivery
Returns
Consignment Fill up
Credit/debit request
Determination of Sales Item Category Automatically:
Sales Order Type
Item Category Group (Material Master)
Item Usage
High Level Item (superior item)
Basically from the Order type & Material

In config you link Sales Order types to Sales Areas

In an order, Sales Area can be entered manually or determined from Customer Master
of the Sold to Party
If several Sales Area options then choose from list
Can create Customer Master from within Sales Order
Determination of Schedule Line Automatically:
Item Category
MRP Type
Cross division sales must leave division out of the header. Must be allowed by Doc type

Pricing Types in Sales Order are:

A - copied from REF updated with scale
B - perform new pricing
C - manual elements copied others are redetermined
G - only tax redetermined
H - only freight redetermined

Before changing a Sales Document Type Check that:

There are no subsequent docs
Item category can be changed
Sales Doc not created from contract or service notification
Sales doc is not a status relevant subsequent document

Availability Check control:

Control elements must be maintained in customising
Relevant assignments must be made to the sales transactions

Account Groups:
0001' - Sold to Party1
0002' - Ship to party
0003' - Payer
0004' - Bill to party

What controls delivery item scheduling

Transit time
Pick/pack time
Loading time
Transportation lead time

Cash Sales:
Payment made at time of the order (invoice printed)
Order and delivery created at the same time
GI posted at later date to avoid delays
Uses billing doc type CS which has:
no output determination
no price determination
FI posting made to cash settlement

ntrols if incomplete documents can be saved or not

th zero value or not at all

Delivery Type Controls:

Number Assignment
Text
Reference to Order
Picking Determination Rule ??
Which screens to present
Partner
Output
Route RE-detemination
Relevant for shipment or transportation processing
Delivery split by Warehouse number

Determination of Delivery Type Automatically:

Copying Control Table specify link between SO types and delivery types ie OR - LF

Delivery Item Category Controls:

Picking Relevancy
Text
Packing Control
Availability check
Check minimum delivery quantity
Picking location determination
Check for overdelivery
Auto batch determination
Relevant for proof of delivery

Determination of Delivery Item Category Automatically: (when not copied from Sales doc)
Delivery Type
Item Category Group (Material Master)
Item Usage (additional usages)

Delivery Scheduling determined by:

Order date
Material Availability (sufficient goods available)
Loading Date (picking/packing completion date)
Goods Issue Date (from delivering plant)
Delivery Date (arrival date at customer)

Delivery Scheduling: can specify for Sales Document Type and the Shipping point if delivery
scheduling is to be carried out. Can specify if Pick/Pack time and or loading time is carried out

Picking Location determined by: (MALA Rule)

Shipping Point
Plant
Storage Condition (ie cool)

Copy Control Table specifies:

Which Sales doc types are copied into deliveries
Which Item categories are copied into deliveries
What Conditions data is copied into deliveries
Rules for combining orders into one delivery
Which data is to be transferred
Whether the ref doc in recorded in the document flow

Routes
Route does not influence the transportation schedule
Determines the means of transport and the legs involved.

Outbound Delivery contains items with SAME Shipping Point

The copying control table specifies which item categories are copied from Reference docs
Always the same item categories if allowed ie TAN - TAN

Shipment = collection of inbound or outbound deliveries shipped together.

All deliveries in a shipment must have the same shipping conditions
Shipment Type controls: It is the transportation scenario ie air from plant to customer
Number Assignment
Texts
Output
Shipping Type (ie truck, train etc)
Leg Determination
Leg Indicator
Copying Rule
Planning Profile
Split Profile
Completion Type
Whether Shipment can be created is controlled by the transportation relevance of:
Delivery Type
Item Category
Route
Individual Shipment - one or more IB/OB deliveries, one mode of transport, shipment doc
Collective Shipment - same but one or more points of departure and arrival
Transportation Chain - several modes of transport used
Shipment Document Functions:
Combining Inbound deliveries to form inbound shipments
Combining Outbound deliveries to form Outbound shipments
Assigning Service Agents, modes of transport, shipment types
Deadlines
Shipment stages
Shipping units
Output
Texts
Partner info
Determination of Shipping Point Automatically (normally determined in the Sales doc)
Shipping Condition field from Sales doc type or from Sold To Party Customer Master (shipping requirements)
Loading Group field from Material Master (loading equipment)
Delivering Plant from CIR, CM or MM

Determination of Picking Location Automatically (happens during Shipping Processing)

Shipping Point
Plant
Storage Conditions
Shipping points definition (one delivery processed by single shipping point)
Shipping points are responsible for scheduling and processing
deliveries to customers as well as replenishment deliveries
to own warehouses.
Assigned to one or more plants, subdivided into loading points
Shipments can be created:
Manually
Via a planning proposal
Via collective processing plan
Via external interface
Only one shipment cost doc per shipment doc allowed
Shipment must have at least planned status before
a cost document can be created

Billing Type Controls:

Number Assignment
Paratner Functions
Texts
Outputs
Rebates
Posting Block
Account Determination
Cancellation Billing Type
Invoice List Type
Special features of the FI interface
Pricing Types in the billing document determined by:
Billing Type
Item Category
Pricing Types in billing doc are:
A - copied from REF updated with scale
B - pricing redetermined
C - manual elements copied others are redetermined
D - all copied with no changes
G - only tax redetermined
H - only freight redetermined
Billing Due List used selection criteria as a basis for combining the transactions to be billed
To process invoices on specific dates (periodically)
maintain billing dates in the factory calendar
enter factory calendar in the customer master record of the payer
SAP tries to combine transactions into one billing doc but will split invoice if header data not identical
Invoice List allows for invoices to be sent to payer at certain times
Billing plan:
Periodic billing (ie rentals)
Milestone billing (spread)
Billing doc - posting block - release - Accounting doc

Following can be changed in a billing doc before transfer to accounting:

Billing date
Pricing
Account determination
Output determination
Once the billing is transferred to accounting can only change the OUTPUT data.
Credit control area includes company codes
Can be centralised or decentralised

Determination of Credit Control Area in the following sequence:

User Exit (only header data considered)
Sales Area Segment from Payer master record
Sales Area
Company Code
You can only change the credit control area if no subsequent documents exist.
Credit check can be carried out at:
Sales order (blocked)
Outbound delivery (blocked)
Goods Issue (error message)
Data Flow from Reference Docs controlled by:
Billing Types
Copying Control
Data Transfer Routines

Billing Type proposed from underlying sales document type ie OR - F2

Billing document MUST reference an existing document
To cancel a billing document you must create a cancellation document

Determination of account assignment:

Chart of accounts
Sales Organisation
Account Assignment group for payer
Account Assignment group for materials
Account Key (assigned to condition types)
Account determination procedure used depends on the billing type
Performa Invoice:
No GI required
Billing status not updated
Data not transferred to FI
Can create many of them
Rebates
For Rebates to function rebate processing must be activated for:
Sales Organisation
Payer Master
Billing Document Type
Rebate Processing Prerequisites:
Sales Organisation
Payer
Billing Type

Effects of a Billing Doc:

Accounting Doc
Profitablility Analysis
Sales Order Updated
Delivery Updated
Sales Info System Updated
Customer Credit Management Updated

Sales Order Document Type Controls:

Number Assignment
Default Functions: Date, Delivery Type, Billing Type, Blocks
Mandatory Reference
Partner Determination
Pricing ie is customer-material info rec used
Output Types Available
Allowed Item Categories
Incompleteness
Free Date
Determining Materials
Enhancement for Contracts
Checks: Division, Open Quotes/Contracts/Info Record
Note: Pricing Procedure can be assigned to Doc type

Delivery Type Controls:

Number Assignment
Text
Reference to Order
Picking Determination Rule ??
Which screens to present
Partner
Output
Route RE-detemination
Relevant for shipment or transportation processing
Delivery split by Warehouse number
SIS updated or not

Sales Order Item Category Controls:

Completion Rule (when item is considered completed)
Item level Partner Determination
Text Determination
Incompletness
Schedule Lines allowed
Pricing Relevancy ie is carried out or not
Billing Relevancy ie is billing carried out
Delivery Relevance ie material or text item
BOMS
Is difference allowed from header levels
Message if item cannot be fully delivered
Output
Billing Block

Delivery Item Category Controls:

Picking Relevancy
Text
Packing Control
Availability check
Check minimum delivery quantity
Picking location determination
Check for overdelivery
Auto batch determination
Relevant for proof of delivery

Schedule Line Category Controls:

Availability check
Goods Movement Type for GI
Delivery Relevance
Purchasing (ie PR auto created)
Requirements Transfer to MRP
They are assigned to Item Categories

Billing Type Controls:

Number Assignment
Paratner Functions
Texts
Outputs
Rebates
Posting Block
Account Determination
Cancellation Billing Type
Invoice List Type
Special features of the FI interface

Determination of Sales Item Category Automatically:

Sales Order Type
Item Category Group (Material Master)
Item Usage
High Level Item (superior item)

Determination of Delivery Item Category Automatically:

Delivery Order Type
Item Category Group (Material Master)
Item Usage (additional usages)

Question

In the customer order cycle inventory is reduced during:

A
B
C
D
E

The following happens at post Goods Issue:

A
B
C
D
E

Which of the following are true of a Sales Organisation:

A
B
C
D
E

Standard Customer order management process consists of:

A
B
C
D
E

Which of the following are true of Customer Master Data

A
B
C
D
E

A plant in the Sales Order is proposed in the sequence:

A
B
C
D
E

The following happens when customer master data is changed

A
B
C
D
E

Sales between company code A and company code B is called:

A
B
C
D
E

The shipping process supports the following:

A
B
C

D
E
10

The following are true about a Sales Order:

A
B
C
D
E

11

Linked documents are called:

A
B
C
D
E

12

The following are true about Schedule Lines:

A
B
C
D
E

13

Schedule lines are created during the creation of:

A
B
C
D
E

14

The following are true about the Item Category:

A
B
C
D
E

15

Item Category determination is done using:

A
B
C
D
E

16

Schedule Line determination is done using:

A
B
C
D
E

17

The Sales document type controls the following:

A
B
C
D
E

18

Which of the following statements are TRUE:

A
B

C
D
E
19

A movement type is assigned to:

A
B
C
D
E

20

In a Sales Order a dilivery block can be assigned to:

A
B
C
D
E

Options
Sales
Picking
Delivery
Goods Issue
Billing
Billing Doc created
FI Doc created
Billing doc due list performed automatically
Sales doc status are updated
Delivery requests and inventory updated
Can be assigned to one or more plants
Can be assigned to one controlling area
Can be assigned to only one company code
Can be assigned to many shipping points
Is part of the Sales Area
Sales order, delivery, billing, complaints
Sales order, GI, billing, complaints
Sales order, Delivery, complaints
Sales order, delivery, billing, payment
Quote, Sales order, delivery
Bill to party, payer, ship to party, sold to party
Exists in a Sales Area
Exists in a Plant
Critical to the customer order management cycle
Not Critical to the customer order management cycle
Customer, Material, Customer material info record
Material, Customer, Customer material info record
Customer material info record, customer, material
Customer material info record, material, customer
Customer, customer material info record, material
All existing Sales Orders are updated
Only open Sales Orders are updated
All existing Invoices are updated
Only open Invoices are updated
None of the above
Sales area
Intra-company Sales
Inter Company Sales
Indirect Sales
Third Party Sales
Creation of delivery documents
Billing
Returns order

Packing
Goods Issue
Contains customer and material data
Only contains header and item
Contains header, item and schedule lines
Created in a Sales Area
Allows revenue posting of documents to FI
Customer order management process
Goods Issue
Document Flow
Copy Control
Sales Order
Are assigned to a sales document type
Are assigned to an item category
Contain the movement type
Controls transfer of requirements and ATP checks
Contains delivery dates and quantity
Sales Order
Delivery
Transportation
Billing
Goods Issue
have pricing relevancy
have billing relevancy
Item number counter
Schedule lines
Delivery relevance
Order type, Item category usage, Item category group, item category
Order type, MRP type
Order type, Item category group, Item usage, High level item
Item category, Item category group, High level item
Item category, MRP type
Order type, Item category group, Item Category
Order type, MRP type
Order type, Item category group
Item Category, Item Category group
Item Category, MRP type
Plant determination
Number assignment
Relevancy for picking
Default billing document type
Default delivery document type
A sales office can only be assigned to one sales area
A plant can be assigned to only one company code

A distribution channel is assigned to many sales organisations

Customer master data is only created for SD
A sales document type can only have an internal number range
Sales Document
Item Category
Schedule Line
Delivery
Goods Issue
Sales Document
Item Category
Schedule Line
Delivery
Goods Issue

Notes

#
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D

E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C
D
E
A
B
C

D
E
A
B
C
D
E
A
B
C
D
E

Correct Answer
Sales
Picking
Delivery
Goods Issue
Billing
Billing Doc created
FI Doc created
Billing doc due list performed automatically
Sales doc status are updated
Delivery requests and inventory updated
Can be assigned to one or more plants
Can be assigned to one controlling area
Can be assigned to only one company code
Can be assigned to many shipping points
Is part of the Sales Area
Sales order, delivery, billing, complaints
Sales order, GI, billing, complaints
Sales order, Delivery, complaints
Sales order, delivery, billing, payment
Quote, Sales order, delivery
Bill to party, payer, ship to party, sold to party
Exists in a Sales Area
Exists in a Plant
Critical to the customer order management cycle
Not Critical to the customer order management cycle
Customer, Material, Customer material info record
Material, Customer, Customer material info record
Customer material info record, customer, material
Customer material info record, material, customer
Customer, customer material info record, material
All existing Sales Orders are updated
Only open Sales Orders are updated
All existing Invoices are updated
Only open Invoices are updated
None of the above
Sales area
Intra-company Sales
Inter Company Sales
Indirect Sales
Third Party Sales
Creation of delivery documents
Billing
Returns order
Packing

Goods Issue
Contains customer and material data
Only contains header and item
Contains header, item and schedule lines
Created in a Sales Area
Allows revenue posting of documents to FI
Customer order management process
Goods Issue
Document Flow
Copy Control
Sales Order
Are assigned to a sales document type
Are assigned to an item category
Contain the movement type
Controls transfer of requirements and ATP checks
Contains delivery dates and quantity
Sales Order
Delivery
Transportation
Billing
Goods Issue
have pricing relevancy
have billing relevancy
Item number counter
Schedule lines
Delivery relevance
Order type, Item category usage, Item category group, item category
Order type, MRP type
Order type, Item category group, Item usage, High level item
Item category, Item category group, High level item
Item category, MRP type
Order type, Item category group, Item Category
Order type, MRP type
Order type, Item category group
Item Category, Item Category group
Item Category, MRP type
Plant determination
Number assignment
Relevancy for picking
Default billing document type
Default delivery document type
A sales office can only be assigned to one sales area
A plant can be assigned to only one company code
A distribution channel is assigned to many sales organisations

Customer master data is only created for SD

A sales document type can only have an internal number range
Sales Document
Item Category
Schedule Line
Delivery
Goods Issue
Sales Document
Item Category
Schedule Line
Delivery
Goods Issue

y group, item category

High level item

es organisations

nal number range