Sales Configuration PDF

SAP
SD Configuration Pack
Published by Team of SAP

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INDEX
1 CONFIGURING SALES DOCUMENT HEADER 3

1.1 Define Sales Document Types 3
m
1.2 Define Number Ranges for Sales Documents 12
o
1.3 Define Order Reasons 14
. c
1.4 Assign Sales Area to Sales Document Types 16
s
2 CONFIGURING SALES DOCUMENT ITEM 20
jo b
2.1 Define Item Categories 20
p
2.2 Define Item category Groups 28
to
2.3 Define Item Category Usage 30
-
2.4 Assign Item Categories 31
p
2.5 Define Reasons for Rejection 34
3
3.1
.sa
CONFIGURING SCHEDULE LINES
Define Schedule Line Categories
36
36
w
3.2 Assign Schedule Line Categories 40
w
4
5 w DEFINE AND ASSIGN REASONS FOR BLOCKING
MAINTAIN COPY CONTROL FOR SALES DOCUMENTS

42
45
1 Configuring Sales Document Header
1.1 Define Sales Document Types
m
BACKGROUND
c o
This configuration setting enables creation or modification of
.
sales document type. Sales document type is an indicator
s
which enables system to process different business
b
transactions in different ways.
jo
Various document types are pre-configured in system and can
p
be used for various scenarios. There are three options for
to
configuring new sales document types:
-
Change existing sales document type
a p
Copy existing sales document type and change it to new
.s
requirements.
w
Create a new sales document type.
w w
Definition and configuration of sales document type can be
divided in three parts
1. Definition of Sales document type itself (with key e.g. QT

etc.)
2. Definition of additional sales functions (like number

ranges etc.)
3. Configuration for general SD functions (like pricing etc.)

We will study the configuration of SAP provided sales
document type for standard order ‘OR’.
Instructions
Follow Menu Path: IMG → Sales and Distribution → Sales →

Sales Documents → Sales Document Header → Define Sales
Document Type
m
1. Click
. c o
b s
p jo
p- to
.sa
w w
w
Here the three options explained in background are applicable.
a. If existing Sales document type is to be modified, choose

the document type from list and click on to get into
details
b. For copying existing sales document type to new one
select the sales document type to be copied and click on
or F2.
c. For creating a new sales document type click on
Here we will follow option “a” and select order type OR and
m
click on . To search for correct order type click on
o
and enter the key.
Following screen is displayed
s . c
jo b
to p
p-
.sa
w w
w
The controls are grouped in various blocks like Number
Systems, General Control, Transaction flow etc.
2. Maintain the fields as explained below:
The explanation is provided block wise
o m
. c
Field Name Field Description and Value
s
Sales Document 4 character key for the sales document
Type type. Description is next to it
SD document categ.
jo b
Classification of different types of
p
documents in SD, used by system to
to
determine how processing is to be
carried out. Predefined following entries
-
exist
a p
w .s
w w
Indicator Sales document indicator for further
classification if required.
Sales document Determines if sales order is blocked for

block creation or allows only automatic
creation.
Key fields are explained below:
m
No Range int. assgnt No range to be used for sales document
numbers if assigned internally
No Range ext. assg.
. c
No range to be used for sales document
o
s
numbers if assigned externally
Item no. increment
jo b
Increment of item no in sales order like
10, 20 etc.
Sub-item increment
to p
Increment of item no automatically by
-
system
a p
w .s
w w
Key fields are explained below:

Reference mandatory Control if reference is mandatory while
creating sales document. Leave blank
Check division Control on check if division differs at

item & header level. Leave blank
Probability Probability of customer confirming
inquiry or quotation in sales order.
Check Credit Limit Specifies if system runs credit check

and behavior.
Credit group Assignment of credit group defined in

credit management
m
Output Application Normally V1 for sales
Material entry type
c
Control on material entry in sales
order.
. o
Item division
b s
Check this if division is to be
jo
determined from material master
record at item level
p
Read Info record Check this if Customer material info
to
records are to be read.
Check purch order
p- If Customer purchase order no is to be
a
no. checked for duplication maintain ‘A’
w .s
w w
Key fields explained below, rest are system copied.

Transaction group Grouping that controls certain
characteristics of sales doc processing.
Doc. pric. Procedure Key specifying pricing proc for sales
document type. Input for pricing
procedure determination
Quotation messages Control to check if system should

check for existing open quotations.
Outline agrmt Control to check if system should
m
messages check for open agreements like
o
contracts.
s . c
jo b
to p
-
Key fields explained below:
Field Name
a p Field Description and Value
.s
Delivery type Default delivery type for this sales
document type
w w
Delivery block Default Delivery block for sales
document
w
Shipping conditions Default shipping condition for sales
document type. Maintained if it is
different from customer master record.
Immediate delivery To be flag ‘X’ if immediate delivery is

required after sales order is saved.
Example - In Cash Sales and Rush
order scenarios.
m
o
Delivery rel. billing Default billing type that system
. c
type proposes while creating billing
s
documents from delivery
b
Order-related billing Default billing type that system
jo
p
documents from order
to
Inter-company billing Default billing type that system
-
p
documents for inter-company.
Billing block
.sa To Default billing block in sales order

like Credit memo etc.
w w
Billing plan type Billing plan type if used like Milestone
or Periodic billing
w
Paymt guarant. proc Procedure type for payment guarantee
Paymt card plan type Payment plan type for payment cards
Checking group Checking group for payment cards

m
Lead time in days No of days from current date for
o
proposal of requested delivery date of
. c
items.
Propose deliv. Date
b s
Check box controls if current date is to
be proposed as delivery date.
p jo
Other controls like Scheduling agreement and Contract are
to
relevant for only those sales document types and not
explained here.
p-
Effect of Configuration
.sa
Sales document type configured here would be used for
creating sales order in specific scenario.
w w
w
1.2 Define Number Ranges for Sales Documents
BACKGROUND
This configuration setting enables us to define the number

ranges for purchase orders. Number ranges are defined
directly in the production system.
Instructions
o m
. c
s
Sales Documents → Sales Document Header → Define
b
Number Ranges for Sales Documents Type
jo
1. Click
to p
p-
.sa
w w
w
2. Click
o m
s . c
jo b
to p
3. Click
p-
to add new number range interval, mark
a
check for external if it is an external number range.
.s
4. Click
w
5. Click
w
w
Number range maintained here will be assigned to sales

document type as explained earlier and used for sales
document creation.
1.3 Define Order Reasons
BACKGROUND
This configuration allows definition of order reasons to be used

in sales document. The order reason is assigned to sales
m
document at header level.
Instructions
. c o
s
b
Sales Documents → Sales Document Header → Define Order
jo
Reasons.
p
1. Click
p- to
.sa
w w
w
Following fields are maintained

Order reason 3 digit key defining order reason
R Use of order reason for retro billing.
Description Description of order reason.
Order reasons are created to be used in sales documents.
o m
s . c
jo b
to p
p-
.sa
w w
w
1.4 Assign Sales Area to Sales Document Types
BACKGROUND
During sales processing each sales area can have restriction

on the allowed order types it needs to process. This
m
configuration enables such requirement. Here first the
o
common sales areas are setup i.e definition of Common Sales
c
organization, Distribution channel and division and then the
.
Sales order types are assigned to these common sales areas.
Instructions
b s
jo
p
Sales Documents → Sales Document Header → Assign Sales
to
Area to Sales Document Types
p-
Following pop-up appears.
.sa
w w
w
1. Click on ‘Combine sales organizations’ and click
Assign the reference sales org for Sales org defined earlier.
o m
Click and back.
s . c
b
2. Click on ‘Combine Distribution channels’ and click
p jo
p- to
.sa
w w
w
Assign the reference distribution channel to Sales org and dist
ch.
Click and back.
3. Click on ‘Combine Division’ and click

o m
c
Assign the reference division to Sales org and division
Click and back.
s .
jo b
4. Click on ‘Assign sales order types permitted for sales areas’
p
and click
p- to
.sa
w w
w
Click on to maintain entries of the reference sales
area and Sales document type to be assigned as under
Enter and click on and back.

Sales document types are allowed only for assigned sales

areas.
o m
s . c
jo b
to p
p-
.sa
w w
w
2 Configuring Sales Document Item
2.1 Define Item Categories
BACKGROUND
m
Item category is an indicator which defines how an item
o
behaves in a sales document and its characteristics. Item
c
category has controls in many areas like Pricing, Billing,
.
Delivery, Transfer of requirements etc. This configuration
s
enables definition and control of item categories.
jo b
Similar to sales document types definition there are three
options
p
Change existing item category
- to
Copy existing item category and change it to new
p
requirements.
a
Create a new item category
‘TAN’
w .s
Let’s understand controls on system provided item category
w w
Instructions

Sales Documents → Sales Document Item → Define Item
Categories
1. Click
o m
. c
List of item categories is displayed.
b s
jo
a. If existing Item category is to be modified, select from list
p
and click on to get into details
- to
b. For copying existing item category to new one select
p
correct one to be copied and click on or F6.
.sa
c. For creating a new item category click on
w
Here we will follow option a, select TAN and click on . To
search for correct item category, click on and
w
enter the key.
w
o m
s . c
jo b
to p
p-
.sa
w w
The controls are grouped in blocks like Business data, General
w
control etc. Controls are explained block wise
o m
s . c
jo b
to p
-
Following key fields are maintained
Field Name
a p Field Description and Value
.s
Item Category 4 character key code for item category
w
Item Type Classification of item, Blank is
standard
w w
Completion rule
Special Stock
Completion rule for quotation/contract
item
Specifies special stock type as per list

m
Billing Relevance Describes how an item is to be billed
o
‘A’ is delivery related billing
Billing plan type
. c
Billing plan type if items are billed as
s
per some defined plan, eg, Milestone or
b
Periodic billing.
jo
Billing Block Default billing block for some items
Pricing
to p
Indicates whether system carries out
-
pricing for item. ‘X’ – Standard pricing
a
Statistical value
p Value of item to be considered in total.
.s
Business Item This check box when ticked allows
w
different business data at item level
from header.
w w
Sched. Line Allowed
Item Relv. for Dlv

Indicates whether you can create
schedule lines for item or not.
Indicates whether text item is relevant

during delivery processing.
Returns Check box indicates if it is returns item
Wght/Vol. Relevant Whether system calculates

weight/volume
Credit Active Whether item is considered for credit

mgmt
Determine Cost During pricing if cost of item is to be

considered.
o m
s . c
Field Name
jo b
Field Description and Value
p
Autom. Batch determ If item is relevant for automatic batch
to
determination
-
Rounding permitted If rounding in calculation is permitted
Order qty = 1
a p Order qty for each item is limited to 1
.s
Incompletion Proced. This is assigned separately, displayed
here
w w
PartnerDetermProced. This is assigned separately, displayed
here
w
TextDetermProcedure
Item CatStats Group

This is assigned separately, displayed
here
This is assigned separately, displayed

here
Screen Seq. Grp How item screen is to be displayed
Status Profile Status profile for item assigned here.

o m
s . c
jo b
to p
Bill of Material/Configuration controls are used for Variant
-
configuration scenario.
a p
Value Contract controls are used for items in Value contracts.
.s
Service Management for Service scenario & last controls for
Resource related billing scenarios.
w
w w
Item categories are configured to control behavior of items in
sales document.
Recommendation
a. If own item categories are being created they should start

with letter ‘Z’ as it is reserved by SAP for customer
requirements.
b. If a new item category created is relevant for delivery

similar item category needs to be defined in delivery
menu as system copies similar item category to delivery.
c. Similar item categories as defined in system should be
used for copying to new one’s.
o m
s . c
jo b
to p
p-
.sa
w w
w
2.2 Define Item category Groups
BACKGROUND
This configuration enables creation of Item category groups.

Item category groups are used to group together different
m
material types for item category determination in sales
o
processing.
. c
New item category groups should start with Key ‘Z’ as provided
for in system
s
Instructions
jo b
p
to
-
Category Groups
1. Click
a p
w .s
w w
System has many predefined item category groups.
For creating new one click on and enter 4 character
code and description.
Click and back.
m
. c o
Item categories groups are available to be used for assignment
s
in material master.
jo b
to p
p-
.sa
w w
w
2.3 Define Item Category Usage
BACKGROUND
This configuration provides the item category usage which

defines how an item category can be controlled by system. For
m
e.g. how a text item is created in sales order or batch
o
determination item is determined in sales order.
. c
Most of item category usages are predefined in system and
rarely a new one needs to be created.
s
Instructions
jo b
p
to
-
Category Usage
1. Click
a p
w .s
w w
System has many predefined item category groups.
For creating new one click on and enter 4 character

code and description.
2.4 Assign Item Categories
BACKGROUND
This configuration is to assign the item categories system

would propose in sales document for each sales document
m
type based on various criteria.
There is also provision for maintaining manual item
.
categories, which are allowed for selection apart from
c o
s
automatic proposed one.
jo b
System default item category depends on following
combination
p
Sales document type
- to
Item Category group (from material master)
p
Item Category of Higher Level Item
a
.s
Item Category usage (system defined from program)
w
Instructions
w w
Sales Documents → Sales Document Item → Assign Item
Categories
1. Click
o m
s . c
jo b
to p
Here configuration exists for OR and item category group
-
NORM.
p
For maintaining configuration for new order type or item
a
category group Click on
w .s
w w
o m
s . c
jo b
to p
p-
.sa
Following inline table view is displayed where entry is to be
maintained and then saved by clicking on and back.
w w
There can be 11 manual item categories allowed in addition to
default proposed one.
w
For a combination of Sales document type, Item Category
group, Item Usage and Higher Level item category there can be
only one default item category maintained.
Item categories are proposed for items in Sales document.

2.5 Define Reasons for Rejection
BACKGROUND
This configuration defines Reasons for rejection. These can be

used to define possible reasons for rejecting items in sales
m
documents.
c
These also define further behavior of items after rejection.
. o
s
Instructions
b
jo
Sales Documents → Sales Document Item → Define Reasons
For Rejection
1. Click
to p
p-
.sa
w w
w
Following fields are maintained:

Rejection reason 2 digit code for rejection reason
NRP Not relevant for printing after rejected.
OLI Resource related item open again
BIC Not relevant for billing
Stat Statistical value of item to be

considered
Description Description of item
o m
s . c
b
Reasons for rejection are available for use in sales document.
p jo
p- to
.sa
w w
w
3 Configuring Schedule Lines
3.1 Define Schedule Line Categories
BACKGROUND
System can copy items from sales document to delivery only if
o m
c
they have Schedule lines. Control of these schedule lines
.
depends on schedule line categories.
b s
This configuration enables creation of these categories and its
jo
controls.
p
Most of relevant schedule lines are provided in system. New
to
one’s can be created based on customer needs.
p-
As in sales document types and item categories following
options exist
.sa
Change existing schedule line category.
w
Copy existing schedule line category and change it.
w w
Create a new schedule line category.
Instructions

Sales Documents → Schedule Lines → Define Schedule Line
Category
1. Click
o m
List of schedule line categories is displayed.
s . c
jo b
to p
a. If existing schedule line category is to be modified, select
from list and click on to get into details
p-
b. For copying existing schedule line category to new one
a
select correct one to be copied and click on or F6.
.s
c. For creating a new schedule line category click on
w
w w
Here we will follow option a, select CP and click on
search for correct item category, click on
enter the key.
. To
and

o m
s . c
jo b
to p
p-
Field Name
.sa
Sched. Line Cat.
2 character code for Schedule lines
w w
Delivery Block Delivery block defined here is copied to
schedule line and blocked for delivery
w
creation
Movement type Goods movement for posting quantities

is specified here for items, which result
in stock movement. This is copied on to
delivery item
Item Relev for Indicates if item is to be copied on to

delivery delivery, not relevant for quotation
items
Order Type Purchase order/requisition type for
triggering purchase orders directly from
sales order. Example - in case of Third
party orders.
P.req del sched. Delivery scheduling of dates for

purchase requisition
Item category Item category of items in purchase
m
order
Accnt Assig. Cat. Account assignment of item in

purchasing
. c o
Incompl. Proced.
b s
Assigned in incompletion procedure,
jo
displayed
p
Req/Assembly Check if transfer of requirements is to
to
be allowed
Availability
p- Availability check to be carried for item
a
in sales document.
.s
Prod. Allocation Product allocation part of availability
w
check active
w w
Schedule Line categories are configured for assignment to item

categories and processing in sales documents.
3.2 Assign Schedule Line Categories
BACKGROUND
This configuration enables automatic determination of
m
schedule line categories in sales document based on following
o
criteria.
Item category
MRP type (from Material master)
s . c
jo b
System also allows up to 9 manual schedule line categories,
which can be changed manually at schedule line level in sales
p
document.
- to
Instructions
a p
Sales Documents → Schedule Lines → Assign Schedule Line
.s
Category
w
1. Click
w w
o m
s . c
jo b
For maintaining entries for new item categories click on
to p
Entry to be maintained in following inline table view and click
p-
.sa
Schedule line categories are automatically determined for
w
schedule lines in sales document.
w w
4 Define and Assign Reasons for Blocking
BACKGROUND
This configuration enables definition of Reasons for blocking of

sales order. These reasons can be used to block sales
m
document creation for customer.
Instructions
. c o
s
b
Sales Documents → Define and Assign Reasons for Blocking
jo
1. Click
Following pop-up is displayed
to p
p-
.sa
w w
w
Click on Define blocking reasons and click
o m
c
Click on for maintaining new one’s. and then click
s .
b
Field Name
Language
p jo
Language key for description
Order block
p- to
2 character key for order block
a
Description Description in language defined
w
Next click on
.s
w
Click on and click
w
Click on for maintaining new one’s. and then click
Order block reasons are defined and assigned to sales

document types.
o m
s . c
jo b
to p
p-
.sa
w w
w
5 Maintain Copy Control for Sales Documents
BACKGROUND
This configuration enables copy between sales documents at
m
order level and various controls for document flow of the same.
o
In this configuration copy control is maintained for following
c
options
Sales document to Sales document
s .
Billing document to Sales document
jo b
p
The controls specify how and what data needs to be copied on
to
to the target sales document from the source.
p-
a
Instructions
.s
w
Maintain Copy Control for Sales Documents
w
1. Click
w
Following pop-up is displayed.
o m
s . c
2. Click on
jo b
and click
to p
-
a p
w .s
w w
o m
s . c
jo b
to p
p-
.sa
Target – This is the Sales document type, which would be
created.
w w
Source – This is the Sales document type used, as reference
from which new sales document type would be created.
w
For existing sales document types provided in system copy
control is maintained. Let us study configuration of Target ‘OR’
and source ‘QT’.
3. Select entry and click on

o m
s . c
jo b
p
DataT Routine no is assigned here for Data
to
transfer of Sales Document General
-
Header data. Routine contains an ABAP
p
code. Standard used is ‘051’
DataT
.sa Routine no is assigned here for Data

transfer of Sales Document Business
w
Header data. Routine contains an ABAP
w w
transfer of Partner Header data.
Routine contains an ABAP code.
Standard used is ‘001’
Copying Routine is to check if some specified

requirements requirements are met while copying.
Copy Item number Indicates whether system copies item

no from source to target document.
Complete reference Indicates whether system copies source
document completely.
4. Click on on Left hand side to maintain copying

information for item data
m
. c o
b s
p jo
p- to
.sa
w
Select ‘AGN’ and click on
w
w
o m
s . c
jo b
p
Fields to be maintained as below
to
-
p
a
transfer of Sales Document General
.s
item data. Routine contains an ABAP
DataT
w w Routine no is assigned here for Data

transfer of Sales Document Business
w
Item data. Routine contains an ABAP

transfer of Partner item data. Routine
contains an ABAP code. Standard used
is ‘002’
FPLA Routine is to check if conditions data is

copied in case of billing plan. Standard
used is ‘251
Copy Schedule Lines Check mark indicates if schedule lines

at item level are to be copied
Update document Indicator for updating document flow in

flow table and for display
Do not copy batch Indicator if batch data has to be copied
o m
Configuration
. c
Whether configuration of item has to be
copied
s
Reexplode structure
jo b
Used in Bill of material cases
p
Pos/neg qty Indicates whether qty of value in target
to
document has positive, negative or no
-
effect in quantity update of source
p
document when referencing. Eg. In
a
Quotations it has a positive effect.
.s
Copy Quantity Quantity that needs to be copied to
w
target document
w
Pricing type Specifies how system treats pricing
w
data when copying. Many combinations
are provided by system
Eg. A – Copy price components and
redetermine scales.
Click on
5. Click on and following screen is displayed

o m
s . c
Select entry ‘BP’ and click
b
. Following screen is displayed
jo
to p
p-
.sa
w w
w
This is for reference of Schedule lines

transfer of Schedule line date. Routine
contains an ABAP code. Standard used
is ‘201’

Click on
m
Similar configuration is to be carried out for
. c o
s
Difference here is that Source is Billing Document.
jo b
p
Copy Control is setup for sales document processing.
to
p-
.sa
w w
w

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SAP

Published by Team of SAP

1 CONFIGURING SALES DOCUMENT HEADER 3

5 w DEFINE AND ASSIGN REASONS FOR BLOCKING

MAINTAIN COPY CONTROL FOR SALES DOCUMENTS

1.1 Define Sales Document Types

1. Definition of Sales document type itself (with key e.g. QT

2. Definition of additional sales functions (like number

3. Configuration for general SD functions (like pricing etc.)

Follow Menu Path: IMG → Sales and Distribution → Sales →

a. If existing Sales document type is to be modified, choose

c. For creating a new sales document type click on

Following screen is displayed

2. Maintain the fields as explained below:

The explanation is provided block wise

Sales document Determines if sales order is blocked for

No Range ext. assg.

Item no. increment

Field Name Field Description and Value

Check division Control on check if division differs at

Check Credit Limit Specifies if system runs credit check

Credit group Assignment of credit group defined in

Material entry type

Check purch order

p- If Customer purchase order no is to be

Field Name Field Description and Value

Quotation messages Control to check if system should

Outline agrmt Control to check if system should

a p Field Description and Value

Immediate delivery To be flag ‘X’ if immediate delivery is

.sa To Default billing block in sales order

Checking group Checking group for payment cards

Field Name Field Description and Value

Propose deliv. Date

This configuration setting enables us to define the number

Number range maintained here will be assigned to sales

This configuration allows definition of order reasons to be used

Field Name Field Description and Value

Description Description of order reason.

Order reasons are created to be used in sales documents.

During sales processing each sales area can have restriction

3. Click on ‘Combine Division’ and click

Click and back.

Enter and click on and back.

Sales document types are allowed only for assigned sales

2.1 Define Item Categories

Follow Menu Path: IMG → Sales and Distribution → Sales →

a p Field Description and Value

Specifies special stock type as per list

Billing plan type

p Value of item to be considered in total.

Item Relv. for Dlv

Indicates whether text item is relevant

Returns Check box indicates if it is returns item

Wght/Vol. Relevant Whether system calculates

Credit Active Whether item is considered for credit

Determine Cost During pricing if cost of item is to be

a p Order qty for each item is limited to 1

Sales document to Sales document