Determinations (assignments) in SD

1. Plant determination

System determines Plant automatically for each items in the Sales order based on a rule
called “Priority rule” as below.

1. First, system searches in the Customer-Material Info Record, if not found then
2. Second, it searches in the Customer master data of SH, if not found here also then
3. Third, it searches the Material Master data.

2. Shipping point determination

System determines Shipping point automatically for each item in the Sales order taking 3
fields into consideration, they are

1. Shipping condition ( from Sales document type or SP )

2. Loading group ( from material master> sales gen/ plant data)
3. Delivering Plant (as determined by the Priority rule).

3 .Route determination

System determines Route automatically for each item in the Sales order by taking 4 fields
into consideration, they are
1. Departure zone (of the Shipping point in customizing)
2. Shipping condition (from Sales document type or SP)
3. Transportation group (Material master >Sales gen/plant data)
4. Transportation zone (customer master of SH).

4. Route Re-determination
Route Re-determination is a function of Delivery type and takes place on the basis of
 Weight group

5. Item category determination in Sales.

System determines Item category for each item in the Sales order by these 4 fields.
 Sales document Type
 Item category group ( material master > Sales org.2)
 Item usage (set internally for few items )
 Item category of Higher level item (if exist).

6. Schedule line category determination

System determines Schedule line category in the Sales order in two steps.
1. First, it tries to determines with Item category and MRP type and if not found then
2. Second, it determines with Item category and No MRP type.

1
7. Account determination
System determines the right G/L account and post the appropriate amount to it when
Billing document is posted to FI.
Account is determined by
 Chart of Account
 Sales organization
 Account assignment group of Payer
 Account assignment group of Material
 Account key

8. Storage location/Picking location determination

If, Storage loc is specified in the Sales order, then it is copied to the Delivery doc,
otherwise system determines Storage location during delivery.

It is determined by a rule and the Rule is specified in the Delivery type.

There are 3 rules in standard system, MALA, RETA and MARE.

In MALA rule, Storage location is determined by

 Shipping point
 Delivering Plant
 Storage condition (Material master > Storage 1 )

9. Door & Staging area determination (at Header level)

Door and Staging area are determined at header level of Delivery document by
 Goods recipient (SH)
OR
 Route schedule

10. Door & Staging area determination (at Item level)

Staging area can also be determined at Item level of Delivery document by
 Goods recipient / Storage condition
OR
 Route schedule / Storage condition

11 .Pricing Procedure Determination

Pricing Procedure is determined by

 Sales Area (Sales org, Dist. Channel, Division)
 Document Pricing Procedure ( Sales document type)
 Customer Pricing Procedure ( Customer master of SP )

2
12. Delivery Item category determination
In standard system, Item category is copied from the Sales order to the Delivery
document.
But, for Order-independent Items, Item categories are determined in Delivery by
 Delivery Type
 Item category group (from Material master > Sale org.2 )
 Item usage
 Item category of Higher level Item (if exists).

Note:- Order independent items are Packaging material, items in Delivery type LO, items
in delivery type EL for a Purchase order and any item manually entered in delivery type
LF etc.

13. Criteria for Tax determination

 Departure Country (country of Delivering Plant)
 Destination country (country of the SH)
 Customer Tax classification
 Material Tax classification

14. Criteria for Tax rate determination

System determines Tax rate in the Order / Billing document on the basis of three criteria
 Business transaction (Domestic or Export/import)
 Tax liability of SH
 Tax liability of material.

15. Info structure

It is consist of
 Characteristic
 Key figure
 Period unit

16. Business Area determination

Business Area is determined for each item in the sales order based on a rule.
The rule is specified for each Sales area.
There are only 3 rules which can not be extended.
The rules are
1. Business area determination by Pant and Item division
2. Business area determination by Sales area
3. Business area determination by Sales organization, Distribution channel and Item
division.

3
Control Functions

Sales document Type

 Number range assignment (from this system gives the document number when
saved).
 Mandatory reference (whether to create an order, ref of quotation is mandatory
or not).
 Check Info Record (whether system will check CMIR or not, here it is
activated).
 Check Item division (if not activated system will not find out the div of the
material from material master).
 Check open quotation/outline agreement (in the field quotation message &
outline agreement message).
 Propose delivery date.
 Propose PO date.
 Propose Pricing date.
 Propose Billing type.
 Propose Delivery type.
 Contract data.
 Assigning basic functions which are required like Partner determination, Pricing,
Incompletion etc.

Item category in Sales

 Completion rule
 Separate business data
 Schedule line allowed
 Delivery relevance
 Billing relevance
 Bill-of-material
 Pricing
 Assigning basic functions like Partner determination, Incompletion, Text, output
etc.

Schedule line category

 Delivery relevance
 Goods movement
 Requirement transfer
 Availability check
 Purchasing

4
  Assigning required basic function like Incompletion etc.

Delivery Type

 Number range assignment

 Reference mandatory
 Route re-determination
 Delivery split by warehouse no.
 Shipping relevance
 Partner procedure
 Output determination

Delivery Item category

 Availability check
 Relevance for Picking
 Picking / storage location determination
 Packing control
 Check for minimum delivery quantity
 Check for over delivery
 Automatic Batch determination
 Output
 Text

Billing Type

 Number range.
 Posting block.
 Rebate.
 Cancellation Billing type.
 Invoice list type.
 Account determination.
 Partner determination.
 Output determination procedure.
 Text determination proc.
 Special features of SD-FI interface (Document type, Negative posting, Branch /
Head office & Value dated credit memo).

Options of Delivery & Billing

Delivery options
There are three delivery options. They are,
 Complete delivery

5
  Partial delivery
 Order combination

Criteria for Order combination

 Shipping point
 Delivery due date
 Ship-to-party
 Route Incoterm

Billing options

There are many options of billing, but three options are mostly used.
The three options are,
 Invoice split
 Separate billing document for each outbound delivery
 Collective Invoice

Criteria for Collective Invoice

 Payer
 Payment term
 Incoterm
 Billing date
 Destination country