301 IA 101- 201- 301 T cod

101/
201/

T code Functions
Agreement Mass Processing Transaction
T code Code:
Sales Incentives
Customer
AgreementRebate
creation method Program
Workbench
T code Sales Credit Workbench T code
These are the T-Codes of the Sales Credit
Workbenches

If DMP is licensed, you can look at the

T code records using GPR transactions

Condition Access (Search) looks at

T code only one Price Sheet a time.

T code Territory management Setup

T-Code for Territory Management
T-Code to review structures

T code Territory Workbench - Structure

Territory Management
Structures
Planning Matrix - Addition of
T code Members (Gui)
T-Code for Matrix Workbench

Deployment code Tracking Screen

T code GUI

Customer Rebate
 Sales Incentives

T code Period Parameters - Felxible Periods

The periods are predefined using
Transaction Code /N/IRM/GFPM and
assigned to the participant in the
Participation Workbench
(/N/IRM/IPSIPA for Sales Incentives
and/N/IRM/IPCRPAfor rebates).
For sales incentives
For sales rebates
View how fields are Mapped - GUI
ONLY
The Trace Log is only visible if the
Activate Trace is on. The Trace can be
T code activated using the Transaction Code .
Replace XX in transaction above with
CRfor Sales Rebates
PRfor Purchasing Rebates
SIfor Sales Incentives

Methods to create Transactional

T code Calcualtion Run
Calculation
Mass ProcessBucket
of Transactional
Calculation Run

Composite - Methods to create

T code calculation Run
Create
Create Composite CalculationRun
automatic Calculation Run(batch
job)
CRfor Sales Rebates
PRfor Purchasing Rebates
SI for Sales Incentives

T code Accural Creation Methods

Mass Processing
Reconciliation Workbench
Replace XX in transactions above with
CR for Sales Rebates
PR for Purchasing Rebates
SI for Sales Incentives
T code Settlement Parameters - Transactional
Transaction Code
*CSP Stands for Customer Settlement
Parameters. Replace with ESPfor
Employee Settlement Parameters or VSP
for Vendor Settlement Parameters.
Furthermore, replace XXin transactions
above with
CR for Sales Rebates
PR for Purchasing Rebates
SI for Sales Incentives

T code Settlement Paratmeters - Composite

Transaction Code
Replace XX in transactions above with
CR for Sales Rebates
PR for Purchasing Rebates
SI for Sales Incentives

T code Settlement Creation Methods

Mass Processing
Reconciliation Workbench
Replace XX in transactions above with
CR for Sales Rebates
PR for Purchasing Rebates
SI for Sales Incentives

Agreement Search and Navigation

Sales Incentives → Agreements →
Agreement Workbench from the user
T Code menu tree or enter t-code
Select Sales Rebates → Agreements →
Agreement Workbench from the user
menu tree or enter transaction code

Create Sales Incentive and Sales

Rebate -Agreement
Sales Incentives → Agreements →
Agreement Workbench from the user
menu tree or enter t-code
 201 201
T code Condtion Tables - Configuration
Condtion Tables - Configuration

T code Additional Fields - Configuration

Global Customer Extension
Define Assignments, Categories and
T code Groups
Sales
Purchasing

Price Sheet - Configuration

T code “Define Price Sheets” using T-Code
Path

T code Define Price Sheets” using T-Code

Path
T code Create Agreement Review Sheet
Template ID T-code -

T code Additional Field

IP Customer Extension T-Code

Programs are agreements that have

T code created as templates
Program Workbench T-Code
Replace xx with
BB for Billback
 CR for Rebate
SI for Incentives
CB for Chargebacks
In configuration for the Agreement, the
flag marked “program” must be checked
for the program to generate

Benefits: Allows for consistent

negotiations withcustomers
Can be modified for specific
customerswhile maintaining the general
Agreement criteria

T code Agreement Program - Configuration

Agreement Workbench
Program Workbench

T Code Lean Object Configuration

TR Domain Workbench -Code

T Code Transaction - Package Area

Customer Settlement Parameters T-Code

T Code Transactional Bucket Reconstruction

T Code Reconstruct Sales Incentive Buckets

T Code –Reconstruct Sales Rebate Buckets
T Code –Reconstruct Purchase Rebate Buckets
Post Settlement Adjustment
T Code Configuration
Access
Accrualconfiguration nodes
and Settlement using T code
> Partner
Communication

T Code Activity Template

Activity Template T code

T Code Vistex Status Flow configuration

Status Flow T code

T Code Vistex Status profile configuration

Status Profile T code
 301 - COMPOSITE - T CODES

Transaction Code for Tracking screen:

T code /N/IRM/IPXXCIP
Note: Replace XXin the transaction above
with:
§CR for Sales Rebates
§PR for Purchasing Rebates
§SI for Sales Incentives

T code

Transaction Code for Composite

T code Workbench:
Transaction Code for Incentive Plan
T code Builder:
Transaction component key figure Code:

T code §Configure Components:

T code §View Components Assignment:

§Configure Subcomponents:
T code /N/IRM/IPCPB àSubcomponents
§View Subcomponents Assignment:
/N/IRM/IPCRCIP

T-CodeforVariant Workbench:
T code /N/IRM/IPCRVM
A variant is created and assigned to the
Deployment Code to manage the
participants.
 Transaction Code for Period Profile
T code Workbench:

Configure Subcomponents:
T code /N/IRM/IPCPB àPeriod Parameters
View Period Parameters Assignment:
T code /N/IRM/IPCRCIP

The Accrual Profile is used to attach the

Vistex objects to SAP Condition Contract
T code Settlement documents.

•Accrual Profile: Accrual and Settlement

àDefine Accrual Profile
•IP Type: Documents àCalculation
Buckets àDefine IP Type

This is used to find the Agreement with

T code eligible Distributors.
§Transaction Code: /N/IRM/IPSPRO
•IP Type: Documents àTransaction
àCalculation Buckets àDefine IP Types
•Condition Search Profile:Basic
Functions àCondition Search àDefine
Condition Search Profiles
•Calculation Procedure:Basic Functions
àCalculation Engine àSales àCalculation
Procedure

The Calculation Bucket Group defines

key Attributes and how the expected
accrual is calculated. A Calculation
Procedure is assigned at the Header
T code Control.
§Transaction Code for Calculation
Bucket Group: /N/IRM/IPSPRO
•Documents àCalculation Buckets
àCalculation Bucket Groups àSales

Calculation Procedure configuration:

§Transaction Code: /N/IRM/IPSPRO
•Basic Functions àCalculation Engine
àSales àCalculation Procedure
 Calculation Bucket type creates Data
Models which consist of Tables and
Structures. Data filter and aggregation
T code may also be configured here.
§Transaction Code: /N/IRM/IPSPRO
•Documents àCalculation Buckets
àDefine Calculation Bucket Types
Transaction Code to create Search
T code Profiles:

This can be done manually, or a

T code background job may be created.
§Manually, from Calculation Bucket
Workbench: /N/IRM/IPCLBM
§In batch, using Mass Processing of
Calculation Buckets:
/N/IRM/IPCRCLBSMP

T code Assign and Test agreement type

Transaction Code for Incentive Plan
Builder: /N/IRM/IPCPB

T code MATRIX CONFIGURATION

Transaction Code for Matrix Workbench:
/N/IRM/IPMXM

T code Transaction Code for

T code Transaction Code for

Transaction Code for Matrix Subset

T code Workbench: /N/IRM/IPMXSM
Matrix entry methods:
1.Upload Template –Data can be
uploaded directly using the Upload
Template generated with the creation of
T code Matrix.
2.Fiori –Matrix Planning can be handled
via Fiori.

T code Transaction Codes:

§Upload Subset Data:
/N/IRM/IPMXSUPL
•File Template for Matrix:
/N/IRM/IPMXFTM
 Transaction Codes: update calculation
T code bucket
§Mass Process of Source Document:
•Note: Replace XX in the transaction
above with:
-CR for Sales Rebates
-PR for Purchasing Rebates
-SI for Sales Incentives
§Display Calculation Bucket:

T code MAPPING AND DATA EXGREETION

Transaction Code: /N/IRM/IPCPB
§AssemblyàMapping àAssign

Configure mapping and target

T code subcomponent
Transaction Code: /N/IRM/IPCPB –
Incentive Plan Builder àAssembly
àMapping àDefinition àMatrix Key
Figures

Business scripts and formuals

The configuration switchfor Business
Script is set using the Transaction
Code /N/IRM/IPSPRO àGlobal Settings
àBusiness Script àMaintain Switch
T code àScript.
Transaction Code: /N/IRM/IPCRCIP
T code àAssemblyàCalculation
Formula
àComponent

Transaction Code: /N/IRM/IPXXPA –

Participation Workbench
Replace XXin the above transaction with:
§CR for Sales Rebates
§PR for Purchasing Rebates
§SI for Sales Incentives

T code Tracking and layout

Transaction Code: /N/IRM/IPCPB
àAssembly àLayout àLayout

§Configuration Transaction Code:

T code /N/IRM/IPCPB
Run Types
àDefinition àCalculation
 §Calculation Run Transaction Code:
/N/IRM/IPCRPCRM

Transaction Code: /N/IRM/IPSPRO

àAccrual and Settlement àDefine Accrual
T code Profiles
Calculation run - Transaction Code:
/N/IRM/IPCPB àDefinition
T code àDeployment Codes
Settlement profiles - Transaction
Code: /N/IRM/IPSPRO àAccrual and
T code Settlement àDefine Settlement Profiles
Transaction Code: /N/IRM/GDSTM –
T code Dataset Workbench
Transactional calculation Run in
Composite Model
Data Models are pre-defined groups of
Vistex tables used to streamline
configuration. The Data model is used in
the configuration of the Transactional
Calculation Run (TCR). Period Profiles
define the periodicity of the TCR.
Transactional Calculation Run is assigned
to the Accrual Profile.
§Calculation Run Data Model:
T code /N/IRM/IPTTCM
T code §Period Profile: /N/IRM/GFPM
§Transactional Calculation Run:
T code /N/IRM/IPTTM

Evaluation – element
T code /N/IRM/GEVELM–Evaluation Element
Evaluation – template and types
/N/IRM/GEVTPM –Evaluation
T code Template
§When creating a template, a name and
description must be provided.
§The elements can be assigned to the
template, including the positions
(columns and rows) on how the elements
will be displayed.

T code /N/IRM/GEVTM –Evaluation Type

§Once an evaluation template is created,
it must be assigned to an evaluation type,
with a specific name and description.
§The evaluation type must be assigned to
an object type (Agreement, Claim).
 Transaction Code for Driver
T code Workbench:/N/IRM/IPDRM
§A Driver controls how a rule will
perform by indicating which Deployment
Code (Plan) and which Components that
rule will point
§A Driver can to.
be used as a parameter in
the formula lookup to fetch condition
rates and rules.
§Using Drivers can reduce the number of
“Benefits” rules setup in the Agreement,
rather than maintaining many rules for
every Agreement.

T code /N/IRM/IPMXPLAN –Matrix Planning

/N/IRM/IPMXPM –Proforma
T code Workbench
A Proforma document can incorporate
information from condition records, IP
Matrix, Agreement or Price Proposal
Rules or custom Z tables.
/N/IRM/IPMXTPLAN –Planning
T code Document Workbench
Periods . Participations and Drivers are found
in Tracking tab under tracking tab in
Agreement
101- 201- 301 T codes
T code /Path
Vistex Global Table
/N/IRM/IPSIAME
/N/IRM/IPCRAME
/IRM/IPXXPGM (XX = SI, CR,,PR)

/N/IRM/IPSC01 (Create)
/N/IRM IPSC02 (Change)
/N/IRM/IPSC03 (Display)

/N/IRM/GPR02 (Change –Classic Maintenance)

/N/IRM/GPR03 (Display –Classic Maintenance)
/N/IRM/GPR05(Change –Price Profile)
/N/IRM/GPR06 (Display –Price Profile)

/N/IRM/IPGCS

/N/IRM/IPGTM
/N/IRM/IPGTA

/N/IRM/IPGTM
/N/IRM/IPGTA

/N/IRM/IPMXSM

/N/IRM/IPCRCIP
/N/IRM/IPSICIP

/N/IRM/GFPM
/N/IRM/IPSIPA for Sales Incentives
/N/IRM/IPCRPAfor rebates

/N/IRM/IPXXCIP

/N/IRM/IPCRCIP
/N/IRM/IPPRCIP
/N/IRM/IPSICIP

/N/IRM/IPCLBM
/N/IRM/IPTTPMP

/N/IRM/IPXXPCRM
/N/IRM/IPXXPCRCMP
do
do
do

/N/IRM/IPXX23
/N/IRM/IPXX34
/N/IRM/IPXXCSP

/N/IRM/IPXXCSP
/N/IRM/IPXXCSP
/N/IRM/IPXXCSP

/N/IRM/IPXXPA

/N/IRM/IPXXPA
/N/IRM/IPXXPA
/N/IRM/IPXXPA

/N/IRM/IPXX23
/N/IRM/IPXX34

/N/IRM/IPSIASP

/N/IRM/IPCRASP

/N/IRM/IPSIASP
 201
/N/IRM/IPSPRO Basic Functions > Pricing -Sales > Pricing Control > Define
Condition Tables
V/05

/N/IRM/GCA

/N/IRM/IPSPRO
Basic Functions > Pricing -Sales > Pricing Agreements > Setup Agreements > Agreement Rules > Price Sheets
Basic Functions > Pricing -Purchasing > Purchasing Agreements Setup Agreements > Agreement Rules > Price Shee

/N/IRM/IPSPRO
(Basic Functions > Pricing -Sales > Pricing Agreements > Setup Agreements > Agreement Rules > Price Sheets > De

/N/IRM/IPSPRO
(Basic Functions > Pricing -Sales > Pricing Agreements > Setup Agreements > Agreement Rules > Price Sheets > De

/IRM/IPCRAGRSG

/N/IRM/IPGCA

/N/IRM/IPxxPGM
/N/IRM/IPxxPGM
/N/IRM/IPxxPGM
/N/IRM/IPxxPGM
/N/IRM/IPxxPGM
/N/IRM/IPxxPGM

/N/IRM/IPXXASP
/N/IRM/IPXXPGM

/N/IRM/GRCADOMM

/N/IRM/IPXXCSP

/N/IRM/IPBCK22
/N/IRM/IPBCK23
/N/IRM/IPBCK24

/N/IRM/IPSPRO

/N/IRM/GACTPM

/N/IRM/GSFM

/N/IRM/GSPM
 301 - COMPOSITE - T CODES

/N/IRM/IPCWB
/N/IRM/IPCPB
/N/IRM/IPCPB Incentive Plan Builder Components

/N/IRM/IPCPB - Components
/N/IRM/IPCRCIP
/N/IRM/GFPM

/N/IRM/IPSPRO
/N/IRM/IPCLBUSPM

Matrix Workbench: /N/IRM/IPMXM

Matrix Subset Workbench : /N/IRM/IPMXSM

 /N/IRM/IPXXCLBSMP

/N/IRM/IPCLBM

REETION
 T Code
V/07
VA08

VK04/VK05
/N/IRM/GPRCREA VL02N
OBY6
VOV7
VOV6
OVKK

VOV5
V/04 & V/05 & V/06
VF01/2/3
VK11 OR VK31

XD01/02/03
MM01 OR MMH1
( TRANDING
GOODS)
VL01N
VA01
V01
LT03

LT04
VF06
vf01
v/03
vl01n
VK11>KOO5
VK11>KOO7
VOV8
VK11>KFOO
VF05
VA05
VF04
MB1C
VK11>KOO4
VK11>PROO
V/08
va01
VA06
VA07
vov8

xk01
The T-code to maintain exchange rate is T.Code

The T-code for creating item proposal is T.Code

The T-code to receive POD is T.Code VLPOD.

The T-code for invoicing list is [VF21] or [VF2

Tables in customer Master

Table will help to store t

KNA1 – General data

KNB1 – Company code d
KNVV – Sales area data
KNVP – Partner data

ADRC – Address data

VBKD - Business Data
The T. Code to see the ta

Sales document
Header data - VBAK
Item data - VBAP
Schedule data - VBEP
The table for business data is [VBKD].

The table for sales document partner data is [ V

The table for header status is [ VBUK ].

The table for item status is [ VBUP ].
The table for document flow is [ VBFA ].
The table for sales document pricing is [KNOV

Header data :- will be controlled by delivery

Item data :-
will be controlled by delivery item category.
The table for header data is “LIKP”.
The table for item data is “LIPS”.
The T-code to defining delivery types is [0VL

/n/irm/ipprasp
/n/irm/ipcbasp
sm36
sm37
/n/irm/ippqmam
/n/irm/ippqrvm
/n/irm/ipspro

indivual purchase order and third party purchase

intercompany company

consignment sales - sd

consignment issue
 retruns
pickup
komp =item
komk=header
what is work bench request?

vprs
vov8
item category?
vov4
vov7
OBY6

Discount: -
A discount is deduction which we offer to cus
The Standard Condition Type for material d
The Standard Condition Type for customer /
The Standard Condition Type for customer d
For K004 we have only one condition table i.e
knvd
knvh
Rules > Price Sheets knvi
reement Rules > Price Sheets knvk
knvl
knvp
knvs
t Rules > Price Sheets > DefinePrice Sheets) knvt
knvv

t Rules > Price Sheets > DefinePrice Sheets) Kna1

knas
knat
vbka
vbkd

T code /IRM/IPPQRVUPL
ACCESS SEQUENCE
ADJUSTMENT SALES PURCHASING ( selection using orgnizational data)

CHANGE CONDTION TABLE

CHANGE OUTBOUND DELIVERY ( PGI )
CHANGE VIEW " COMPANY CODE GLOBAL DATA" OVERVIEW
CHANGE VIEW " MAINTAIN ITEM CATEGORIES" OVERVIEW
CHANGE VIEW " MAINTAIN SCHEDULE LINE CATEGORIES" OVERVIEW
Change view " pricing procedures: Determination in sales doc.

CHANGE VIEW" ASSIGN SCHEDULE LINE CATEGORIES" OVERVIEW

CONDITION TABLE (PRICE / SALES DISTRIBUTION)
CREATE BILLING DOCUMENT
CREATE CONDITION RECORDS

CREATE CUSTOMER : GENERAL DATA- CHANGE- DISPLAY

CREATE MATERIAL MASTER RECORD

CREATE OUTBOUND DELIVERY WITH REFERECE TO STANDARD ORDER

CREATE SALES (STANDARD) ORDER
CREATE STANDARD ORDER
CREATE TRANSFER ORDER (PICKING)

CREATE TRANSFER ORDER FROM TR ; INTIAL SCREEN

CREATING BACKGROUND JOBS FOR BILLING
creating billing entry
Creating condition table
creating outbound delivery
CUSTOMER DISCOUNT
CUSTOMER MATERIAL DISCOUNT
DEFINE SALES DOCUMENT TYPES (Change view@maintain sales order types
FRIGHT
LIST OF BILLING DOCUMENTS
LIST OF SALES ORDERS
MAINTAIN BILLING DUE LIST
MAINTAIN STOCK
MATERIAL DISCOUNT
PRICE
PRICING PROCEDURE
sales order creating
 SALES ORDER MONITOR
SELECTION : COMPARISON OF ORDERS WITH PRUCHASE REQUISITIONS AND Pos

o maintain exchange rate is T.Code OC41.

or creating item proposal is T.CodeVA51

o receive POD is T.Code VLPOD.

or invoicing list is [VF21] or [VF24].

tomer Master
Sales document: - It is the document which consists of sales related information.

Sales document types

No. Process Document Type T-Code
1 Enquiry IN VA11
2 Quotation QT VA21

3 Order OR VA01
4 Rush Order RO VA01
5 Cash Sale CS Do
6 Returns RE Do
7 Credit memo request CR Do
8 Debit memo request DR Do
9 Invoice colleting request RK Do
10 Free of charge FD VA01
11 Subsequent delivery free of charge SDF Do
12 Consignment fill up CF Do
13 Consignment issue CI Do
14 Consignment return CONR Do
15 Consignment pick up CP Do
16 Quantity contract QC VA41
 17 Value contract general WK1 Do
18 Value Contract material specific WK2 Do
19 Scheduling agreement DS VA31
business data is [VBKD].

sales document partner data is [ VBPA]

header status is [ VBUK ].

item status is [ VBUP ].
document flow is [ VBFA ].
sales document pricing is [KNOV

:- will be controlled by delivery types.

olled by delivery item category.

header data is “LIKP”.
item data is “LIPS”.
o defining delivery types is [0VLK] or [OVLK].

hase order and third party purchase order

bench request?

deduction which we offer to customer and this discount will be deducted from Base price.
d Condition Type for material discount is [K004].
d Condition Type for customer / material discount is [K005].
d Condition Type for customer discount is [K007].
have only one condition table i.e. Material
customer master record sales request form
customer Hierachies
customer master tax indicator
customer master contact person
customer master licenses
customer master partner functions
customer master shipping data
customer master record text for sales
customer master sales data

General data in customer Master

customer master vat registration numbers General section
customer master records tax groupoing
sales activities
sales documents business data