SD Config

SAP ERP IMPLEMENTATION
CONFIGURATION DESIGN
Configuration Design
MNA Metals
<Project Name>
Author: Raya Zoleta

Creation Date: September 12, 2014
Last Updated: September 17, 2014
Document Ref:
Version:
PD05-01 Page 1 of 98
TABLE OF CONTENTS
1. Purpose................................................................................................................................................... 3
2. Scope...................................................................................................................................................... 4
3. Configuration Design................................................................................................................................ 4
3.1. Define ............................................................................................................................................. 4
3.1.1. Define Sales Organization................................................................................................................. 4
3.1.2. Define Distribution Channel .............................................................................................................. 7
3.1.3. Define Division............................................................................................................................... 10
3.2. Assign .......................................................................................................................................... 11
3.2.1. Assign Sales Organization to Company Code ................................................................................... 11
3.2.2. Assign Distribution Channel to Sales Organization ............................................................................ 12
3.2.3. Assign Division to Sales Organization .............................................................................................. 13
3.2.4. Set Up Sales Area .......................................................................................................................... 14
3.2.5. Assign Sales Org-Distribution Channel to Plant................................................................................. 16
3.3. Configuration................................................................................................................................. 17
3.3.1. Define Account Groups with screen layout ....................................................................................... 17
3.3.2. Assign Number Ranges to Customer Account Groups ....................................................................... 21
3.3.3. Partner Determination for customer master ..................................................................................... 22
3.3.4. Define and Maintain Condition Types .............................................................................................. 27
3.3.5. Define Access Sequence ................................................................................................................. 32
3.3.6. Maintain Pricing Procedures ............................................................................................................ 33
3.3.7. Define Customer Pricing Procedure ................................................................................................. 35
3.3.8. Define Document Pricing Procedure ................................................................................................ 37
3.3.9. Define and Assign Pricing Procedure ............................................................................................... 39
3.3.10. Define Tax Determination Rules ...................................................................................................... 40
3.3.11. Define Tax Relevancy of Master Record – customer taxes ................................................................ 42
3.3.12. Define Tax Relevancy of Master Record - Material Taxes .................................................................. 44
3.3.13. Customer Account Assignment Groups ............................................................................................ 46
3.3.14. Material Account Assignment Groups .............................................................................................. 47
3.3.15. Define Account Keys ...................................................................................................................... 50
3.3.16. Assign Account Keys ...................................................................................................................... 51
3.3.17. Revenue Account Determination ..................................................................................................... 54
3.3.18. Maintain Output Determination Procedure for Billing Documents ....................................................... 55
3.3.19. Partner Determination .................................................................................................................... 59
3.3.20. Log of Incomplete Items ................................................................................................................ 61
3.3.21. Define Sales Doc Type ................................................................................................................... 65
3.3.22. Maintain Copy Contr ol for Sales Documents ..................................................................................... 67
3.3.23. Define Number Ranges for Sales Doc Types .................................................................................... 69
3.3.24. Define item Categories ................................................................................................................... 71

3.3.25. Item Category Assignment ............................................................................................................. 73
3.3.26. Billing Types .................................................................................................................................. 74
3.3.27. Maintain Copy Contr ol for billing documents .................................................................................... 80
3.3.28. Define Terms of Payment ............................................................................................................... 82
3.3.29. Define Print Parameters ................................................................................................................. 87
3.3.29. Define Number Range for Billing Documents ................................................................................... 88
3.3.30. Maintain Reserve Field in Customer Master ...................................................................................... 88
VERSION HISTORY
Version Details of Change/s Page/s Changed Effectivity Date
1 July 25, 2011
APPROVAL
Originator:
Name Peter Lim
Position SD Consultant
Reviewed by:
Name
Position
Approved by:
Name Rufina Calderon
Position Project Manager
1. Purpose
The purpose of this document is to describe the general configuration steps required according to the business
blueprints.
2. Scope
The content of this document is limited to configuration performed in the SAP ERP of RBI. Configuration not
performed and not applicable to RBI shall not be included in the configuration design.
3. Configuration Design
3.1. Define
3.1.1. Define Sales Organization

A Sales organization is responsible for distributing goods and services, negotiating sales and carrying out business
transactions.
IMG Path SPRO → Enterprise Structure → Definition → Sales and Distribution → Define, copy,
delete, check sales organization
IMG Menu
Transaction Code OVX5
Configuration Screenshot
Choose Define Sales organization
Double click define sales organization
Click New Entries and input the Sales Org and Name
Click Save button
Sales Org MNA Metal Resources has been created.
3.1.2. Define Distribution Channel

Distribution channels are the means through which goods or services reach the customer. In this configuration a
general distribution channel is defined for simplicity.
IMG Path SPRO → Enterprise Structure → Definition → Sales and Distribution → Define,
copy, delete, check Distribution Channel
IMG Menu
Transaction Code OVXI
Choose Define Distribution Channel
Double click define Distribution Channel
Use Distribution Ch 00 as the default Distribution Channel for RBI.

Click Save
3.1.3. Define Division

Division represents a product line or grouping of materials or services, a material thus belongs to division. In this
configuration a general division is defined for simplicity.
IMG Path SPRO → Enterprise Structure → Definition → Logistics – General → Define copy, Delete, check Division
IMG Menu
Transaction OVXB
Code
Use Division 00 as the standard Division for MNA .

Click Save
PD05-01 Page 10 of 98
3.2. Assign
3.2.1. Assign Sales Organization to Company Code

Assigning the sales organization to the company code makes the accounting processes and the financials available to
the sales organization. Since transactions are done per sales area which includes the sales organization, distribution
channel and the division, the characteristics set per company must apply to each sales area.
IMG Path
IMG > Enterprise Structure > Assignment > Sales and Distribution > Assign Sales organization
to company code
IMG Menu
Configuration Screenshots
Assign Sales Org. 3300 to Company Code 3300 then click the save button.
PD05-01 Page 11 of 98
3.2.2. Assign Distribution Channel to Sales Organization
Distribution channels are assigned to the sales organization so that transactions can be classified per sales
organization and distribution channel.
IMG Path
IMG > Enterprise Structure > Assignment > Sales and Distribution > Assign Distribution Channel
to Sales organization
IMG Menu
Transaction Code OVXK
Click New Entries.
Assign Distribution Channel 00 to Sales Org. 3300 then click Save.
PD05-01 Page 12 of 98
3.2.3. Assign Division to Sales Organization
Division is assigned to the sales organization so that the lines of products are to be available to the sales
organization.
IMG Path
IMG > Enterprise Structure > Assignment > Sales and Distribution > Assign Division to Sales
organization
IMG Menu
Transaction Code OVXA
PD05-01 Page 13 of 98
Click New Entries.
Assign Division 00 to Sales Org. 3300 then click Save.
3.2.4. Set Up Sales Area

The sales area becomes the heart of every transaction in sales and distribution; it classifies transactions per sales
area.
IMG Path
IMG > Enterprise Structure > Assignment > Sales and Distribution > Set up Sales Area
PD05-01 Page 14 of 98
IMG Menu
Transaction Code OVXK
Create new entries.
Assign Sales Org 3300 to DCHL 00 and Div 00
Click Save button
PD05-01 Page 15 of 98
3.2.5. Assign Sales Org-Distribution Channel to Plant

Use this step to assign any number of plants to a combination of sales organization and distribution channel. A plant
can be assigned more than once. This makes the properties of the plant available to sales area.
IMG Path
IMG > Enterprise Structure > Assignment > Sales and Distribution > Assign Sales Organization-
Distribution Channel to Plant
IMG Menu
PD05-01 Page 16 of 98
Create new entries.
Assign Sales Org 3300 to Plant 330A
3.3. Configuration
3.3.1. Define Account Groups with screen layout
IMG Path
IMG > Financial Accounting > Accounts Receivable & Accounts Payable >Customer
Accounts > Master Data > Preparations for creating customer master data > Define
Account Groups with screen layout (customers)
PD05-01 Page 17 of 98
IMG Menu
Transaction Code SPRO
PD05-01 Page 18 of 98
PD05-01 Page 19 of 98
PD05-01 Page 20 of 98
3.3.2. Assign Number Ranges to Customer Account Groups

In this activity, you define the number range for the customer account group whether internal or external.
IMG Path
IMG > Financial Accounting > Accounts Receivable & Accounts Payable
>Customer Accounts > Master Data > Preparations for creating customer master
data > Assign Number Ranges to Customer Account Groups
IMG Menu
PD05-01 Page 21 of 98
3.3.3. Partner Determination for customer master

In this activity you can define which roles exist for partners.
IMG Path
IMG > Sales and Distribution →Basic Functions →Partner Determination →Set up
Partner Determination→Set up Partner Determination For Customer Master
IMG Menu
PD05-01 Page 22 of 98
PD05-01 Page 23 of 98
PD05-01 Page 24 of 98
PD05-01 Page 25 of 98
PD05-01 Page 26 of 98
3.3.4. Define and Maintain Condition Types

Price elements are represented in the SAP system by condition types. Price elements can be, for example, prices,
surcharges, discounts, taxes or, freight, and are stored in the system in condition records. Maintenance of these
condition types are done by specifying an access sequence in every condition type.
IMG Path
IMG > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define Condition types,
Maintain Condition Types
IMG Menu
Transactio V/06
n Code
PD05-01 Page 27 of 98
Choose Maintain Condition Types
PD05-01 Page 28 of 98
PD05-01 Page 29 of 98
PD05-01 Page 30 of 98
PD05-01 Page 31 of 98
3.3.5. Define Access Sequence

The access sequence is a search strategy which the SAP System uses to s earch for condition records valid for a
condition type. The access sequence contains fields which the system searches to know which pricing to propose.
IMG Path
IMG > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define Access
Sequences, Maintain Access Sequences
PD05-01 Page 32 of 98
IMG Menu
Transaction SPRO
Code
3.3.6. Maintain Pricing Procedures
In the pricing procedure, you define which condition types should be taken into account and in which sequence.
During pricing, the SAP System automatically determines which pricing procedure is valid for a business transaction
and it takes the condition types contained in it into account one after the other.
IMG Path
IMG > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define
and Assign Pricing Procedures > Maintain Pricing Procedures
PD05-01 Page 33 of 98
IMG Menu
Transaction Code V\08
Choose Maintain Pricing Procedures
PD05-01 Page 34 of 98
Choose proc ZCMB01and click copy as button and name the pricing procedure as ZMNA00, ZMNACM
3.3.7. Define Customer Pricing Procedure

A pricing procedure determines the type and sequence of conditions that the system uses for pricing in, for example,
a sales order.
IMG Path
IMG > Sales and Distribution > Basic Functions > Pricing > Pricing Control >
PD05-01 Page 35 of 98
Define and Assign Pricing Procedures > Define Customer Pricing Procedure
IMG Menu
PD05-01 Page 36 of 98
Customer Pricing procedure 1 – Standard is to be used.
3.3.8. Define Document Pricing Procedure
Document Pricing Procedure is used to specify the pricing procedure for this type of sales document.
IMG Path
Define and Assign Pricing Procedures > Define Document Pricing Procedure
PD05-01 Page 37 of 98
IMG Menu
Configuration Documentation
PD05-01 Page 38 of 98
Document Pricing Procedure A – Standard is to be used for RBI
3.3.9. Define and Assign Pricing Procedure
Defined condition types are then assigned to pricing procedures which groups all condition types. This is done to
automate the pricing of the transactions.
IMG Path
Define and Assign Pricing Procedures > Define Pricing Procedure Determination
PD05-01 Page 39 of 98
IMG Menu
Transaction Code OMLY
Configuration Documentation
3.3.10. Define Tax Determination Rules (NOT APPLIED)

Tax determination rules are defined per country; this will allow the system to include tax in the pricing.
PD05-01 Page 40 of 98
IMG Path
IMG > Sales and Distribution > Basic Functions > Taxes > Define Tax
Determination Rules
IMG Menu
Transaction Code OVK1
PD05-01 Page 41 of 98
3.3.11. Define Tax Relevancy of Master Record – customer taxes (NOT APPLIED)
Customer taxes is defined so that taxes can be defined per tax category and tax classifications
IMG Path
IMG > Sales and Distribution > Basic Functions > Taxes > Define Tax Relevancy
of Master Record > Customer taxes
IMG Menu
Transaction Code OVk3
PD05-01 Page 42 of 98
Choose customer taxes
PD05-01 Page 43 of 98
3.3.12. Define Tax Relevancy of Master Record - Material Taxes (NOT APPLIED)
Material taxes are defined to provide tax categories.
IMG Path
IMG > Sales and Distribution > Basic Functions > Taxes > Define Tax Relevancy Of Master Record
> Material taxes
PD05-01 Page 44 of 98
IMG Menu
Transaction OVK4
Code
PD05-01 Page 45 of 98
3.3.13. Customer Account Assignment Groups (NOT APPLIED)

Creates a classification of customers that groups them for account assignment
IMG Path
IMG > Sales and Distribution > Basic Functions > Account Assignment/Costing > Revenue account
determination > Check Master Data Revenue for Account Assignment > Customers: Account
Assignment Groups
PD05-01 Page 46 of 98
IMG Menu
Transactio SPRO
n Code
3.3.14. Material Account Assignment Groups

Creates a classification of materials that groups them for account assignment
IMG Path
IMG > Sales and Distribution > Basic Functions > Account Assignment/Costing >
Revenue account determination > Check Master Data Relevant for Account
PD05-01 Page 47 of 98
Assignment> Materials: Account Assignment Group
IMG Menu
PD05-01 Page 48 of 98
PD05-01 Page 49 of 98
3.3.15. Define Account Keys
With the account keys, you group together similar accounts in financial accounting. Using the account key, the SAP
System finds the desired G/L accounts .
IMG Path
Revenue account determination > Define and Assign Account Keys > Define
Account Keys
IMG Menu
PD05-01 Page 50 of 98
3.3.16. Assign Account Keys

This way you can allocate a separate account key to each condition type within a pricing procedure to implement
detailed revenue account determination.
IMG Path
Revenue account determination > Define and Assign Account Keys > Assign
Account Keys
PD05-01 Page 51 of 98
IMG Menu
PD05-01 Page 52 of 98
PD05-01 Page 53 of 98
3.3.17. Revenue Account Determination
Allocates the G/L account to the material through a series of combinations defined.
IMG Path
Revenue account determination > Assign G/L Accounts
IMG Menu
PD05-01 Page 54 of 98
3.3.18. Maintain Output Determination Procedure for Billing Documents
Output Types are defined to represent different outputs, such as quotations, order confirmations, and delivery notes
in the SAP System.
IMG Path
IMG > Sales and Distribution > Basic Functions > Output Control > Output
Determination > Output Determination using the condition Technique > Maintain
output determination for billing documents > Maintain output type
PD05-01 Page 55 of 98
IMG Menu
PD05-01 Page 56 of 98
PD05-01 Page 57 of 98
PD05-01 Page 58 of 98
3.3.19. Partner Determination

When you create a customer master record, the SAP system proposes the allowed partner functions for
maintenance. The partners are copied from the sold-to party's customer master records into the sales documents,
according to the rules you have defined. The partner determination is set up at the customer master, sales
document header, sales document item, delivery, shipment, billing header, billing item.
IMG Path
IMG > Sales and Distribution > Basic Functions >Partner Determination
PD05-01 Page 59 of 98
IMG Menu
PD05-01 Page 60 of 98
3.3.20. Log of Incomplete Items

Define Incompleteness Procedure Did not Define, used standard
In an incompleteness procedure you group together the fields that are to be checked for completeness.
IMG Path
IMG > Sales and Distribution > Basic Functions >Log of Incomplete Terms >
Define Incompleteness Procedures
PD05-01 Page 61 of 98
IMG Menu
PD05-01 Page 62 of 98
Assign Incompleteness Procedure

The incompleteness procedure is assigned to sales document types, item categories, schedule line categories,
partner functions, delivery types and delivery item types.
IMG Path
IMG > Sales and Distribution > Basic Functions >Log of Incomplete Items > Assign
Incompleteness Procedures
PD05-01 Page 63 of 98
IMG Menu
PD05-01 Page 64 of 98
3.3.21. Define Sales Doc Type

The sales document types are def ined to represent the dif f erent business transactions in sales and perf orm a
central controlling f unction f or the entire sales order process .
IMG Path
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document
Header > Def ine Sales Document Types
PD05-01 Page 65 of 98
IMG Menu
Transaction Code VOV8
PD05-01 Page 66 of 98
3.3.22. Maintain Copy Control for Sales Documents
In this menu option, you define control data for the document flow of sales documents.
You can specify for a particular sales document type, which document type is to be assigned to copied reference
documents, and which item categories or schedule line categories are to be copied.
Note
If you define new sales document types, item categories or schedule line categories by copying existing ones, the
SAP system automatically copies all specifications for the document flow. You may want to check the copy controls
for newly created sales document types, item categories or schedule line categories.
Actions
1. Check the document flow defined in the standard SAP R/3 System.
2. Define to what extent you have to modify its specifications to meet your requirements.
3. Define the document flow for sales documents with reference to sales document types.
4. Define the document flow for sales documents with reference to billing types.
IMG Path
IMG > Sales and Distribution >Sales > Sales Documents > Maintain Copy Control
for Sales Documents
PD05-01 Page 67 of 98
IMG Menu
PD05-01 Page 68 of 98
3.3.23. Define Number Ranges for Sales Doc Types

The system assigns a unique number every time a sales document is generated.
IMG Path
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document
Header > Define Number Ranges for Sales Documents
PD05-01 Page 69 of 98
IMG Menu
Transaction Code VN01
PD05-01 Page 70 of 98
3.3.24. Define item Categories

The item categories that are contained in the standard SAP R/3 System together with the sales document types
represent the usual business transactions.
IMG Path
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item
> Def ine Item Categories
PD05-01 Page 71 of 98
IMG Menu
Transaction Code VOV7
PD05-01 Page 72 of 98
3.3.25. Item Category Assignment
IMG Path Sales and Distribution >Sales >Sales Documents > Sales Document Items
>Assign Item Categories
IMG Menu
PD05-01 Page 73 of 98
3.3.26. Billing Types

Billing types represent the different business transactions in billing.
IMG Path
IMG >Sales and Distribution >Billing >Billing Documents >Define Billing Types
IMG Menu
PD05-01 Page 74 of 98
PD05-01 Page 75 of 98
PD05-01 Page 76 of 98
PD05-01 Page 77 of 98
PD05-01 Page 78 of 98
PD05-01 Page 79 of 98
3.3.27. Maintain Copy Control for billing documents
In this menu option, you define control data for the document flow of billing documents
You can specify for a particular billing document, which document type is to be assigned to copied reference
documents.
IMG Path
IMG > Sales and Distribution >Billing > Billing Documents > Maintain Copy
Control for Billing Documents
IMG Menu
PD05-01 Page 80 of 98
Choose copying control: sales document to billing document
PD05-01 Page 81 of 98
3.3.28. Define Terms of Payment

The duration given to the payer to settle the payment for the given transaction
IMG Path
IMG > Sales and Distribution > Master Data > Customers > Billing Document >
Define Terms of Payment
PD05-01 Page 82 of 98
IMG Menu
PD05-01 Page 83 of 98
PD05-01 Page 84 of 98
PD05-01 Page 85 of 98
PD05-01 Page 86 of 98
3.3.29. Define Print Parameters (not used)

Here define the print parameters for sales, shipping, billing, transportation and sales activity output, for example.
This is dependent on a predefined key. In this case output device is preliminary set at LOCL.
IMG Path
IMG > Sales and Distribution > Basic Functions > Output Control > Output
Determination > Define Print Parameters
PD05-01 Page 87 of 98
IMG Menu
Transaction Code VP01
3.3.29. Define Number Range for Billing Documents

Here we define the number ranges for billing documents
IMG Path
IMG > Sales and Distribution > Billing > Billing Documents > Define Number
PD05-01 Page 88 of 98
range for Billing Documents

IMG Menu
Standard Billing → 3C
PD05-01 Page 89 of 98
3.3.30 Define Customs Office

Specif ies the code of the customs of f ice through which the goods enter or leave the country.
IMG Path
IMG > Sales and Distribution > Foreign Trade/Customs > Transportation Data >
Define Customs Offices
IMG Menu
Transaction Code
PD05-01 Page 90 of 98
3.3.31 Define Shipping Conditions by Document Type

Here define the print parameters for sales, shipping, billing, transportation and sales activity output, for example.
This is dependent on a predefined key. In this case output device is prelimina ry set at LOCL.
IMG Path
IMG > Logistics Execution > Shipping > Basic Shipping Functions > Shipping Point & Goods
Receiving Point Determination > Define Shipping Conditions
IMG Menu
PD05-01 Page 91 of 98
Transaction
Code
3.3.32 Assign Shipping Points

IMG Path
IMG > Sales and Distribution > Foreign Trade/Customs > Transportation Data > Define Customs
Offices
IMG Menu
Transaction
Code
PD05-01 Page 92 of 98
3.3.33 Define Delivery Types

IMG Path
IMG > Logistics Execution > Shipping > Deliveries > Define Delivery Types
IMG Menu
Transaction
Code
PD05-01 Page 93 of 98
PD05-01 Page 94 of 98
3.3.34 Define Item Categories for Deliveries

4 IMG Path
IMG > Logistics Execution > Shipping > Deliveries > Define Item Categories for Deliveries
IMG Menu
PD05-01 Page 95 of 98
PD05-01 Page 96 of 98
PD05-01 Page 97 of 98
PD05-01 Page 98 of 98

SD Config

Uploaded by

Copyright:

Available Formats

You might also like

SD Config

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

SD Config

Uploaded by

Copyright:

Available Formats

SAP ERP IMPLEMENTATION

Author: Raya Zoleta

3.3.24. Define item Categories ................................................................................................................... 71

3.1.1. Define Sales Organization

Transaction Code OVX5

Click Save button

Sales Org MNA Metal Resources has been created.

3.1.2. Define Distribution Channel

Transaction Code OVXI

Use Distribution Ch 00 as the default Distribution Channel for RBI.

3.1.3. Define Division

Use Division 00 as the standard Division for MNA .

3.2.1. Assign Sales Organization to Company Code

Transaction Code OVX3

3.2.2. Assign Distribution Channel to Sales Organization

Transaction Code OVXK

3.2.3. Assign Division to Sales Organization

Transaction Code OVXA

3.2.4. Set Up Sales Area

Transaction Code OVXK

3.2.5. Assign Sales Org-Distribution Channel to Plant

Transaction Code OVX6

3.3.1. Define Account Groups with screen layout

Transaction Code SPRO

3.3.2. Assign Number Ranges to Customer Account Groups

Transaction Code SPRO

3.3.3. Partner Determination for customer master

Transaction Code SPRO

3.3.4. Define and Maintain Condition Types

3.3.5. Define Access Sequence

3.3.6. Maintain Pricing Procedures

Transaction Code V\08

3.3.7. Define Customer Pricing Procedure

Transaction Code SPRO

Customer Pricing procedure 1 – Standard is to be used.

3.3.8. Define Document Pricing Procedure

Transaction Code SPRO

Document Pricing Procedure A – Standard is to be used for RBI

3.3.9. Define and Assign Pricing Procedure

Transaction Code OMLY

3.3.10. Define Tax Determination Rules (NOT APPLIED)

Transaction Code OVK1

Transaction Code OVk3

3.3.13. Customer Account Assignment Groups (NOT APPLIED)

3.3.14. Material Account Assignment Groups

Assignment> Materials: Account Assignment Group

Transaction Code SPRO

3.3.15. Define Account Keys

Transaction Code SPRO

3.3.16. Assign Account Keys

Transaction Code SPRO

3.3.17. Revenue Account Determination

Transaction Code SPRO

3.3.18. Maintain Output Determination Procedure for Billing Documents

Transaction Code SPRO

3.3.19. Partner Determination

Transaction Code SPRO