S AP SD

Batch: 2022-24
 SAP Activate

PDF

http://sap.com/activate

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
C_TS462_2021
SAP Certified Application Associate - SAP S/4HANA Sales 2021
https://training.sap.com/certification/c_ts462_2021-sap-certified-application-associate---sap-s4hana-sales-2021-g/

Sales Documents (customizing) >12 %

Sales Process and Analytics >12 %

Cross-functional Customizing 8 – 12 %
Billing Process and Customizing 8 – 12 %
Shipping Process and Customizing 8 – 12 %
Master data 8 – 12 %
Pricing and condition technique 8 – 12 %
Basic Functions (customizing) 8 – 12 %
Organizational structures 8 – 12 %
Availability check and Advanced ATP <8%

https://training.sap.com/certification/validity

©Md Sohrab Alam

1. Enterprise Structure
1. Define Sales Organization, Distribution channel, Division
2. Assign all Organization elements
1. Sales Org to Company code
2. Sales Org to Distribution channel
3. Sales Org to Division
4. Set up Distribution Chain
5. Distribution chain to Plant
3. Create Sales area
2. Master Data
1. Customer Master Data
2. Material Master Data
3. Customer Material Information Record
4. Common Distribution Channel and Division
3. Sales Process-Order to Cash
1. Inquiry Document
2. Quotation Document
3. Sales Document
4. Delivery Document Practical
5. Transfer Order(Picking)
6. Packing
7. PGI
8. Billing Document
9. Payment
©Md Sohrab Alam
4. Plant Determination, Shipping Point Determination and Route Determination
5. Transportation and Delivery Scheduling
1. Backward Scheduling
2. Forward Scheduling
8. Availability Check
6. Sales Documents
1. Header Data (Table: VBAK)
2. Item Data (Table: VBAP)
3. Schedule Line Data
7. Copy Control
8. Document flow
9. Business Process
1. Standard Sales Process
2. Rush Order
3. Cash Sales
4. Make to Order
5. Third Party Sales
6. Consignment
1. Consignment Fill up
2. Consignment Issue
3. Consignment Return
4. Consignment Pick up
7. Complaint Processing (Return Order, Credit and Debit Memo Request, SDF, Invoice Correction request)
©Md Sohrab Alam
10. Outline Agreements
10. Basic Functions(Customizing)
1. Incompleteness Note: See table in which corresponding data
2. Partner Determination is being stored.
3. Text Determination Use: SE11, SE16, SE16n
4. Material Determination
1. Listing and Exclusion
5. Pricing
1. Credit Management
a. Static Credit Management
b. Dynamic Credit Management
2. Taxation
6. Output Determination
7. Free goods Determination
11. Customer hierarchy
12. Rebate
13. Shipping Process
1. Delivery
2. Transfer Order(Picking)
3. Packing
4. PGI
14. Billing
1. Account Determination
Error: No Accounting document has been created
2. Milestone billing
3. Periodic Billing ©Md Sohrab Alam
4. Downpayment
 Enterprise
Structure
-----------
https://wiki.scn.sap.com/wiki/display/ERPLO/Enterprise+Structure

©Md Sohrab Alam

SPRO

©Md Sohrab Alam

 Company
Distribution chain 1
1
0 9 Company Code
1
1 Plant 2
1
2
3 Sales Organization 4

Shipping point Storage location

Distribution channel Division

5
Sales office
6
Organization Structure Sales group
7
Sales employee
8
©Md Sohrab Alam Sales person
 LOSS ANGELES PLANT:US
GALAXY MUSICAL INSTRUMENT
BAJA CALIFORNIA PLANT:MAXICO
(9001)
(9101)

LA REGULARSHIP LA EXPRESSSHIP
(9001) (9002) BC REGULARSHIP
USA MAXICO (9101)
(9090) (9190)

GALAXY MUSICAL INSTRUMENT USA GALAXY MUSICAL INSTRUMENT MAXICO

(9090) (9190)

RESELLER DIRECT SALE MEDIA & INSTRUMENT & CROSS-DIVISION RESELLER MEDIA & INSTRUMENT & CROSS-DIVISION
(97) (98) APPAREL ACCESSORIES (99) (97) APPAREL ACCESSORIES (99)
(98) (97) (98) (97)

AUSTIN LOSS ANGELES:HEAD OFFICE NEW JERSEY BAJA CALIFORNIA

(US01) (UW01) (UE01) (MN01)

INTERNET SALES GROUP RESELLERS GROUP INTERNET SALES GROUP RESELLERS GROUP
(999) (998) ©Md Sohrab Alam (999) (998)
 LOSS ANGELES PLANT:US
GALAXY MUSICAL INSTRUMENT
BAJA CALIFORNIA PLANT:MAXICO
(9001)
(9101)

LA REGULARSHIP LA EXPRESSSHIP
(SHIPPING POINT) (SHIPPING POINT)
BC REGULARSHIP
(9001) (9002) USA MAXICO (SHIPPING POINT)
(COMPANY CODE) (9101)
(COMPANY CODE)
(9090)
(9190)
GALAXY MUSICAL INSTRUMENT USA GALAXY MUSICAL INSTRUMENT MAXICO
(SALES ORGANIZATION) (SALES ORGANIZATION)
DISTRIBUTION CHANNEL (9090) DIVISION DISTRIBUTION CHANNEL (9190) DIVISION

RESELLER DIRECT SALE MEDIA & INSTRUMENT & CROSS-DIVISION RESELLER MEDIA & INSTRUMENT & CROSS-DIVISION
(97) (98) APPAREL ACCESSORIES (99) (97) APPAREL ACCESSORIES (99)
(98) (97) (98) (97)

SALES OFFICE SALES OFFICE

BAJA CALIFORNIA
AUSTIN LOSS ANGELES:HEAD OFFICE NEW JERSEY (MN01)
(US01) (UW01) (UE01)
SALES GROUP SALES GROUP

INTERNET SALES GROUP RESELLERS GROUP INTERNET SALES GROUP RESELLERS GROUP
(999) (998) ©Md Sohrab Alam (999) (998)
©Md Sohrab Alam
General Data

©Md Sohrab Alam

General Data

©Md Sohrab Alam

Sales & Distribution data

©Md Sohrab Alam

Company Code Data

©Md Sohrab Alam

 ACCOUNT GROUP
It Controls Three Things:
• Number Range Of Customer Master
• Field View Of Customer Master
• Partner Role.(SP,SH,BP,PY)

SPRO>LOGISTIC GENERAL>BUSINESS PARTNER>CUSTOMERS>CONTROLS>DEFINE ACCOUNT GROUP

Standard Account Group For Sp : 0001

‘’ ‘’ ‘’ Sh : 0002
Py : 0003
‘ ‘ ‘ Bp : 0004

Search path of Tcode:

Write: SEARCH_SAP_MENU

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
Account Group Creation
Spro>Logistic general>Business partner>customer>control>Define account grp……

©Md Sohrab Alam

Account Group Control Number ranges

Q. Where to control whether number range is External number or Internal?

S. Spro>Logistic general>Business partner>customer>control>number ranges……

©Md Sohrab Alam

Account Group Control Field view

Spro>Logistic general>Business partner>customer>control>Define account grp……

©Md Sohrab Alam

Account Group control Partner role
1. Assign partner role(function )to Account grp
2. From where to mandate partner role in Customer master data?

Solution: Spro>S&D>Basic function>Partner Determination……>Partner det. OF Customer master

©Md Sohrab Alam

 GENERAL DATA
SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>……
1. TRANSPORTATION ZONE(DESTINATION ZONE): It Is Used To Determine Route In Sales Order

2. PAYMENT TRANSACTION: This Tab Consist Customer Bank Details

3. CUSTOMER CLASSIFICATION : Classifying Customer On The Basis Of Their Turnover.

SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>MARKETING>DEFINE CUSTOMER
CLASSIFICATION

4. HIERARCHY ASSIGNMENT: We Use This Field For Hierarchy Concept

5. UNLOADING POINTS: In This We Assign Customer Calender

SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>SHIPPING >DEFINE CUSTOMER
CALENDER

Q:client’s Requirement Is: There Is A Customer Who Will Receive Goods Only On Thursday. How To Configure
This?
Ans: Create One Customer Calendar And Check Only Thursday As Working Day.

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 COMPANY CODE DATA
6. RECONCILLATION ACCOUNT: It Is A G/L Account Which Will Help To Cumulate The Total
Outstanding Of The Customer.
When We Create Billing Document, systems Generates Accounting Document.
Accounting Document Entry:
• Customer Account Is Debit
• Revenue Account Is Credit
For The Customer Account ,System Determine G/L Account From Reconciliation Account.

7. TERMS OF PAYMENT: It Is The Agreement Between Customer And Company For The Number Of
Days Given To Make Payment.

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 SALES AREA DATA
8. SALES DISTRICT: IT IS A SUBDIVISION OF SALES OFFICE
SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>SALES

9. CUSTOMER GROUP: Grouping Of Customers Who Will Share The Same Attributes.
Dealers:
• Bulk Dealers
• Medium Dealers
• Low Dealers

10. ABC CLASSIFICATION: Classify Customers In The Category A , B And C On The Basis Of Turnover,
Bulkiness ,Payment History And Behavior.
Response Time For A: Immediately.

11. CURRENCY:
• In Company Code Currency : EURO
• In Customer Master Data Currency(customer Is Outsider) : INR
• During Sales Order ,Delivery ,Billing Doc System Take Customer Currency.
• But ,During Accounting Document System Take Company Code Currency.
• To Maintain Exchange Rate: Go To OC41
• Standard Exchange Rate Type Is ‘M’.
©Md Sohrab Alam MDJens
SOHRAB ALAM
Martensson
 SALES AREA DATA
12. PRICE GROUP: Grouping Of Customers Who Will Share The Same Pricing Attributes.
It Is Used In Maintaining The Discounts.

13. CUSTOMER PRICING PROCEDURE: It Is One Of The Parameter Used To Determine Pricing
Procedure.

14. PRICE LIST: Grouping Of Customer Who Will Share The Same Base Price

15. ORDER COMBINATION: This Field Is Prerequisite To Combine Multiple Sales Order Or Not.

16. SHIPPING CONDITION: One Of The Parameter Used To Determine Shipping Point At Sales
Document.

17. REBATE: It Is Conditional Based Discount Which Will Be Valid Over A Special Period Of Time.

18. INVOICING DATES: If Client’s Requirement Is Invoice To Be Raised Only On A Specific Date Of Every
Month For All The Deliveries Made During a Particular Month.

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 SALES AREA DATA
19. INVOICING LIST DATES: Grouping Of All Invoices And Send It On Particular Date Of Month : By Client ‘s
Requirement.

20. INCOTERMS(INTERNATIONAL COMMERCIAL TERMS): Agreement Between Shipper And Receiver For
Successful Completion Of Deliveries.
• Ex.-
• FOB(free On Board): Means: Company Will Not Charge Of Freight And Insurance From Customer.
• CIF(cost Insurance And Freight): Charge To Customer Of Freight And Insurance.
• Incoterms Is One Of The Split Criteria For Deliveries.(Ship To Party ,Shipping Point ,Incoterms ,Selection Date ,Route)

21. PAYMENT TERMS: Agreement Between Company And Customer For The Number Of Days Given To Make
The Payment.
• Payment Terms Is One Of The Split Criteria For Billing Document.(Payer ,Payment Terms ,Billing Type ,Billing Country,
Billing Date)

22. ACCOUNT ASSIGNMENT GROUP FOR CUSTOMER: It Is One Of The Parameter Used To Determine
Revenue G/L Account At The Time Of Posting ( Accounting Document).

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 DETERMINE FROM PARTNER
1. Plant : Determined From Ship To Party
2. Shipping Condition: Come From Sold To Party
3. Payment Terms: Come From Payer
4. Tax Classification: Come From Ship To Party
5. Incoterms: Come From Sold To Party

Q: WHICH DATA OF CUSTOMR MASTER WILL AUTOMATICALLY UPDATE IN ALREADY CREATED

SALES ORDERS?
ANS.: ADDRESS

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 ©M
d
So
Jens Martensson hra
Material Master Data

©MdJens
Sohrab Alam
Martensson
 Material Type
SPRO>LOGISTIC GENERAL>MATERIAL MASTER>BASIC SETTING>.MATERIAL TYPES>…
Material Type Controls Three Thing:
1. Field View
2. Number Ranges
3. Role (Material Type)

MATERIAL TYPE FOR:

1. RAW MATERIAL: ROH
2. SEMI FINISHED GOODS: HALB
3. FINISHED GOODS: FERT
4. TRADING GOODS: HAWA
5. PACKAGING MATERIAL: VERP
6. SERVICE MATERIAL: DIEN

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 IMPORTANT FIELDS:
1. MATERIAL GROUP:
2. OLD MATERIAL NUMBER
3. DIVISION
4. PRODUCT ALLOCATION: Reserving The Stocks To Customers ,Customer Group And Distribution
Channel To Meet The Future Requirement.
5. PRODUCT HIERARCHY
6. GENERAL ITEM CATEGORY GROUP: This Field Is One Of The Parameter To Determine Item
Category Inbound Delivery Process.
1. Inbound: Procuring Goods From Vendor
2. MIGO: Goods Receipt
7. GROSS WEIGHT: Weight Including Packaging.
8. NET WEIGHT: Actual Weight Of Product.
9. SALES UNIT
10. ACCOUNT ASSIGNMENT GROUP FOR MATERIAL
11. ITEM CATEGORY GROUP:
1. Standard Item Category Group: NORM
2. Third Party Item Category Group: BANS
3. Make To Order ‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘: 0001
4. BOM(header Pricing Grp):item Category Grp: ERLA
5. BOM (Item Pricing Grp): Item Category Grp: LUMF

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 IMPORTANT FIELDS:

1. AVAILABILITY CHECK(CHECKING GROUP): This Field Controls How Sales Order Quantity Should
Be Updated In MRP.
2. STRATEGY GROUP: In MRP 3 ,This Field Controls Whether The Material Is Make To Order Or Make
To Stock.
3. MRP TYPE: Use In Whether Material Is Relevant For Planning Or Not.
4. MRP GROUP: Use In Determining Requirement Type
5. VALUATION CLASS: This Field Help To Determine G/L Account For Inventory Accounting Document.

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 Customer Material
Information Record (CMIR)
TCode: VD51

©Md Sohrab Alam

CUSTOMER MATERIAL INFORMATION RECORD(CMIR)
Item
Plant
Usage

SEARCH Delivery
TERM Priority

Minimum
CUSTOMER
Delivery
DESCRIPTION
Quantity

Partial
CUSTOMER
Delivery
MATERIAL
Per Item
Maximu
m Partial
Deliveries

LOGISTICS>S&D>MASTER DATA>AGREEMENT>CMIR>VD51
©Md Sohrab Alam
COMMON DISTRIBUTION
AND COMMON DIVISION
SPRO>S&D>MASTER DATA>COMMON DIVISION……

Not in the beginning

©Md Sohrab Alam

©Md Sohrab Alam
 COMMON DISTRIBUTION AND COMMON DIVISION
• DC: 10
• DC:11
• DC:12
• COMMON DISTRIBUTION CHANNEL: 10(FOR: 10,11,12)
• Note : after doing common ,I can’t create material ,customer ,condition record in DC-11,DC-12.
• I HAVE TO CREATE RECORD IN DC-10
• THEN AUTOMATICLLY, WILL BE CREATED IN ALL DISTRIBUTION CAHNNEL

SPRO>S&D>MASTER DATA>COMMON DIVISION……

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
Sales Process
Order-to-Cash

©Md Sohrab Alam

 Delivery Document (VL01N)
Inquiry Document (VA11)
STEP STEP

04
Transfer Order Document (VL02N)
01 PGI (VL02N)

Quotation Document (VA21)

STEP STEP

02 Billing Document (VF01)

05
Sales
STEPOrder Document STEP

03
(VA01) Payment (F-28)
06
Sales Cycle Inquiry
Document
(VA11)
Quotation
Payment Document
(VA21)

Sales Order
Billing Document
Document
(VF01)
(VA01)

Delivery
PGI (VL02N) Document
(VL01N)
Transfer Order
Document
(VL02N)

©Md Sohrab Alam

 Header Level Data

©Md Sohrab Alam

 Item Level Data

©Md Sohrab Alam

 Schedule line Level
Data

©Md Sohrab Alam

 M d S o h r a b A l a m
D a y

SAP Determination
Self Learning
----------------------------- -----------------------------

Plant Shipping Point Route

Determination Determination Determination
……………………………………………………………… ……………………………………………………………… ………………………………………………………..
…. …

Storage Schedule
Item
Line
Location category Category
©Md Sohrab Alam
 PLANT DETERMINATION

a) Check Assignment : DISTRIBUTION CHAIN TO PLANT

a) SPRO > ENTERPRISE STRUCTURE > ASSIGNMENT > …….

b) MATERIAL EXTEND TO PLANT

c) Maintain Plant in Customer Master Data (XD02,XD03)

d) ASSIGN PLANT IN CMIR (TCode: VD51)

e) CREATE SALES ORDER

©Md Sohrab Alam

 SHIPPING POINT DETERMINATION

a) Check Assign shipping point to plant

b) Determination: PLANT+SHIPPING CONDITION+LOADING GRP= SHIPPING POINT

c) Shipping condition come from sold to party

a) Cmd > s&d section > shipping tab

d) Loading group come from material master

e) Assign:

a) PATH:SPRO>LOGISTIC EXECUTION>SHIPPING>BASIC SHIPPINGFUNCTION>SHIPPING POINT AND

GOODSRECEIPT DETERMINATION > Assign Shipping Point Determination

OVL2 shipping point Determination LE - Basic Functions
©Md Sohrab Alam
 ROUTE DETERMINATION
a) DEPARTURE COUNTRY + DEPARTURE ZONE COME FROM SHIPPING POINT

SPRO>Enterprise StructureS>DIFINITION>Logistic Execution>SHIPPING….

a) DESTINATION COUNTRY + TRANSPORTATION ZONE (Receiving Zone) COME FROM SHIP TO PARTY

GO TO XD03

a) SHIPPING CONDITION COME FROM SOLD TO PARTY(GO TO:XD03)

b) TRANSPORTATION GROUP COME FROM MATERIAL MASTER(GO TO:MM03)

c) Assign Routes

PATH: SPRO>LOGISTIC EXECUTION>TRANSPORTATION>BASIC TRANSPORTATION FUNCTION>ROUTE >Route

determination >Maintain Route determination

d) SELECT : DESTINATION AND DEPARTURE THEN CLICK ON ROUTE DETERMINATION WITHOUT WEIGHT
©Md Sohrab Alam
 Storage Location
Spro > LogisticExecution > Shipping > Picking > Determine Picking Location> assign picking
location
a) Plant + Shipping Point + Storage Condition(come from material master) = Storage Location

Plant

Shipping Storage
Point
Location

Storage
Material Master: Plant Data
Condition
©Md Sohrab Alam
 Warehouse Determination

Spro > enterprise structure > Assignment > logisticExecution >

assign warehouse number
Plant

Plant Warehouse
Warehouse 1 Warehouse 2
Storage
Location

Storage Location

©Md Sohrab Alam

 Item category Determination

Sales Document Type(Order Type) + Item Category group + Item usage + Higher level item category = Item Category

Order
OR Type

NORM

Item Cat.
Grp
Item
Item
Category
Usage

Higher
level item
Category SPRO > Sales & Distribution > Sales > Sales
Document> Sales document item> Assin item
©Md Sohrab Alam category
 Schedule Line Category Determination

Item Category + MRP Type (come from Material Master: MRP 1 view) = Schedule Line Category

Item Category + …………(blank) = Schedule Line Category

Spro > S & D > sales > sales document > schedule lineS > Assign Schedule lines

Schedule .
Item MRP Item
Schedule
Line (MRP TYPE Line
category Type category FIELD is
category category
blank)

MRP TYPE: (MRP 1 VIEW)

• This field controls whether material is relevant for Planning (MRP) or not.
• If material is relevant for Planning then : MRP TYPE is PD
• If material is not relevant for Planning then: MRP TYPE is ND

Procurement Tyoe : (MRP 2 view)

This field specify whether to procure material or manufacture material in house.

Strategy group: (MRP 3 view)

This field control whether the material is Make to Stock or Make to Order
©Md Sohrab Alam
 M d S o h r a b A l a m

SAP Delivery & Transportation

Self Learning Scheduling
----------------------------- -----------------------------

Availability Backward Forward

Check Scheduling Scheduling
……………………………………………………………… ……………………………………………………………… ………………………………………………………..
…. …

©Md Sohrab Alam

Availability Check
Scope of Check = Availability Check (Checking Group) + Checking Rule

©Md Sohrab Alam

 1

Mandatory 1st step

©Md Sohrab Alam

©Md Sohrab Alam
Availability check can be controlled on three places:
1. Schedule line category
2
2. Delivery item category
3. Requirement Class

©Md Sohrab Alam

©Md Sohrab Alam
Processing time(Lead time)
There are five lead time after which goods arrive at customer requested place.

Transit time: Time required to ship an outbound

delivery to the ship to party

Loading time: Time required for loading the goods

Pick/pack time: Time required for picking, packing

and so on.
Number of calendar days (with 2 decimal places)
Transportation lead time: required for organizing a shipment for an item
that is to be delivered via a certain route.

©Md Sohrab Alam

 Backward Scheduling

Transportation Lead Time

Transportation Planning Date

Loading Time
Pick & Pack Time Transit Time

Material Availability Date Loading Date Good Issue Date Customer Requested Date

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
Backward Scheduling Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>
MaintainDuration>ROUTE
Come from ROUTE

Transportation Lead Time

Transportation Planning Date

Loading Time
Pick & Pack Time Transit Time

Material Availability Date Loading Date Good Issue Date Customer Requested Date

Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>
Come from SHIPPING POINT MaintainDuration>SHIPPING POINTS

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 Forward Scheduling

Transportation Lead Time

Transportation Planning Date

Pick & Pack Time Transit Time

Loading Time

Material Availability Date Loading Date Good Issue Date Confirmation Delivery Date

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 Forward Scheduling Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>
MaintainDuration>ROUTE
Come from ROUTE

Transportation Lead Time

Transportation Planning Date

Pick & Pack Time Transit Time

Loading Time

Material Availability Date Loading Date Good Issue Date Confirmation Delivery Date

Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>
Come from SHIPPING POINT MaintainDuration>SHIPPING POINTS

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 OR

Fill either this

Fill or this

If stock is not available then fill either in-house production time or Total replenishment
lead time then system will perform Forward Scheduling
Stock is not available: then
After Maintaining In-house production time

5 days gap in availability check date

©Md Sohrab Alam
Stock is not available: then
After Maintaining in-house production time

©Md Sohrab Alam

 Selection Date: MAD or ahead of MAD and prior to TPD
Q: How to check scheduling is Backward or Forward scheduling?
Ans

If it is not
checked then
Backward
scheduling or it
is checked then
it is Forward
scheduling

©Md Sohrab Alam MDJens

SOHRAB ALAM
Martensson
 Copy Control

Copying Control is one of the control parameter in SD, beacuse of which we are able to create one document with

reference to the another document.

Copy Control is defined as a process in which important transactions in a sales document are copied from one document

to other. It consists of routines, which determine the system on how the data is to be copied from a source document to a

target document. A SAP system contains a number of these routines and you can also create additional routines to meet

the business requirements. To create a new routine, you can use an existing sales document as a reference.
For example, we can create a Sales order (OR) with reference to a Quotation(QT) .

If we want to create a document with reference to another document then they must be present as a pair in the Copy

control table.

Copy control is available for each level of the document. For example, it is available for Header level, Item level and

Schedule line level of the Sales document as it has three levels.

Copy control is made up of

- Data Transfer Routines

- Copying Requirement &

- few check boxes (switches) for specific control.

©Md Sohrab Alam

Data Transfer Routines copies the data from the Source document to the Target document , but before
copying, it checks whether the Copying requirements are met or not. If the Copying requirement are not met then data will

not be copied , rather system may give you error, warning messages and sometime it may terminate the processing.

Few examples of copying requirements below.

Copying requirement "001" at Header level checks that Sold-to-party and Sales area must be same in both
source and target document otherwise data will not be copied.

Copying requirement "301" at Item level, checks the completion and rejection status of the item. If the item has been

rejected or completed status then system will not copy the item to the target document.
•VTAA − This control is used for copying from sales order to sales order

•VTLA − This control is used control for copying from sales order to delivery

•VTFL − This control is used control for copying from delivery to billing doc

•VTFF − This control is used control for copying from billing doc to billing doc

•VTAF − This control is used control for copying from billing doc to sales order

•VTFA − This control is used control for copying from sales order to billing doc
•SPRO → IMG → Sales and Distribution → Sales → Maintain copy control for sales documents.

•SPRO → IMG → Sales and Distribution → Shipping → Specify copy control for deliveries.

•SPRO → IMG → Sales and Distribution → Billing → Billing Documents → Maintain copy control for billing.
Copy Control for SALES
DOCUMENT
Tcode: VTAA
SALES DOC TO SALES DOC
SOURCE DOC: IN/QT/OR/QC/WK1/WK2
TARGET DOC: OR

VT: COPY CONTROL

A: SALES
L: DELIVERY
F: BILLING

SPRO >S&D > SALES > MAINTAIN COPY CONTROL FOR ©Md
SALES DOCUMENT
Sohrab Alam
 VTAA

Copy Target Source

Control Document Document
©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
 Seles
Document
Type

Sales
Document
Item
category
………

Schedule
Line
Category

©Md Sohrab Alam

 BUSINESS AREA

SALES ORG.
+
SALES AREA
(SO+DC+Division)
PLANT + ITEM DIVISION DISTRIBUTION CHANNEL
+
ITEM DIVISION

©Md Sohrab Alam

Sales order Delivery Document Billing Document

Header Level Data Header Level Data Header Level Data

Delivery type Billing type
Controlled by Order type(Sales document type)

Item Level Data Item Level Data

Controlled by Item category Delivery item category

Schedule line Data

Controlled by Schedule line category

©Md Sohrab Alam

Header Data Item Data
1. It is the data which will applicable to a particular
1. It is the data which will apply to all the
line item in sales document.
line item in sales document.
1. Source of Item Data :
1. Source of Header Data :
Item
1. Material Master
1. Customer Master
2. CMIR
2. Configuration Header
3. Condition Master
3. Control Data (Enterprise Structure) Schedule
4. Configuration
2. Header Data is controlled by Order Type.
Line
5. Control Data (Enterprise Structure)
2. Item Data is controlled by Item Category.

Schedule Line Data

1. It is the data which consist of Delivery Dates and Confirm Quantities
2. Schedule line Data is controlled by Schedule Line Category.
©Md Sohrab Alam
 Header Data

Basic Function Enhanced Function

Division

Open Outline
Incompleteness Check agreements & Quotaion

Read info
Records(CMIR)

Partner Determination Immediate delivery

Sales Document Type Delivery date
(Order Type)
Text Determination
Shipping condition
Default
Delivery block/Billing block
Output Determination
Delivery type / Billing type

Pricing Determination Mandatory Reference

Spro > S & D > sales > sales
document > sales document Number range
header > Define sales Material Determination
document type
Enhanced function for
Free Goods Determination
©Md Sohrab Alam contract
 Enhanced Function

Check

• Division : From here you can maintain Division whether system take Header Division or Item Division

• Open Outline agreements & Quotation: Ifcheck

there is any Open Quotation or Agreement and you want system should
before creating Sales order then can maintain here.

• Read info Records(CMIR): whether system take information from CMIR while creation of sales order or
not, control here.

©Md Sohrab Alam

Enhanced Function

Default

Shipping condition Default Shipping condition in sales order

Delivery date Default Delivery date

Delivery block/Billing block Default Block the delivery and Billing.

Delivery type / Billing type Default set Delivery type and Billing type.

Immediate delivery Maintain or set Automatic delivery after saving sales order.

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
 Sales Organization
Sales Document type Determination:
Sales document Distribution
type channel

Division
Ex: HUL1
OR RL
BD

Path to assign Sales document type to Sales area:

SPRO>S&D>SALES>SALES DOCUMENT>SALES DOCUMENT HEADER>ASSIGN SALES AREA TO SALES DOCUMENT
©Md Sohrab Alam
 Item data

Enhanced Function Basic Function ITEM level data is controlled by:

Item Category
Completion Rule Text Determination
Item Category
Scheduling Line Allowed
/permitted Output Determination

Delivery Relevance
Partner Determination

Bill of Material
TOPI
Incompleteness

Billing Relevance

Pricing Relevance

Separate Business Data

CSD BOM BPS
(business item) ©Md Sohrab Alam
Enhanced Function
The rule for establishing when a quotation or contract is complete.
You can, for example, specify that a quotation is complete only after its quantity has been fully referenced by
Completion Rule subsequent documents. The system uses the completion rule to determine the status of a quotation or contract
that has been referenced by other documents (by subsequent sales orders, for example).
Note: in Cash Sales
Scheduling Line Allowed Indicates whether you want to maintain Schedule lines or not. Scheduling
/permitted If Schedule line is allowed then item is relevant for delivery but vice versa is not true. doesn’t required.
ItmC: BVN
Practical: in Shipping tab under item….Change time in Shipping point

Delivery Relevance Indicate whether item in sales order is relevant for delivery or not.

Bill of Material The ingredients of Main material which will be used in

assembly of products.

Billing Relevance Indicate whether item in sales order is relevant fro billing or not.

Pricing Relevance Indicate whether item in sales order is relevant for Pricing or not.

Separate Business Data Indicate whether to maintain Payment term/Incoterm at item level or not.
(business item) (Practical) ©Md Sohrab Alam
 Item category Determination

Sales Document Type(Order Type) + Item Category group + Item usage + Higher item category group = Item Category

Order
Type

Spro > S & D > sales > sales document > item category Item Cat.
Grp
Item
Category
Item
Usage

Higher
level
item Cat.
©Md Sohrab Alam
Bill Of Material

PC
Multi level Level BOM

Monitor Keyboard Mouse CPU

Monitor
Size

13 inch 15 inch 17 inch

Sales
©Md Sohrab Alam
 Pricing is only for
ERLA Main Material
Item Category
group for
Main Material Pricing is for Sub
LUMF Material
Ex.: Laptop

©Md Sohrab Alam

Bill of Material 1. Create Materials MM01 (Ex: Laptop, Charger)
2. Set Pricing VK11
3. Explode BOM CS01
1. Material Laptop(Item cat grp: ERLA/LUMF)
2. Plant 1710 (as per your choice)
3. BOM usage 5 (sales & distribution)
4. Add Material
1. Charger
4. Main material’s Item Category (TAQ/TAP):
1.Structure Scope : A/B
2.Application : SD01
3.TAP: Pricing OFF
4.TAQ : Pricing ON
5. Create Sales Order : VA01
1. Laptop
a. Charger ©Md Sohrab Alam
 Schedule Line Data

Enhanced Function Basic Function

Schedule line data is controlled by: Delivery Relevance Incompleteness

Schedule Line Category

Requirement Transfer
(Transfer of Requirement)

Availability Check

Purchasing
(order type,item category,account.assgn. Grp)

Goods Movement

©Md Sohrab Alam

 Requirement Transfer
(Transfer of Requirement)
Goods Movement Availability Check
Delivery Relevance Purchasing

Specifies a key for the Requirements are generated in SD Whether system should
type of goods Indicates whether the side if you create e.g. a sales order, Purchasing related check availability or not
movement. Each goods item that is related to a delivery... etc. information which will can control from here.
movement (for example, schedule line is relevant Requirement is a set of data which be used in Third party
purchase order to for delivery. includes the information what sale.
warehouse) is allocated quantity of which material at 1. order type,
to a movement type in which date is required. 2. item category,
the system. The transfer of requirements 3. account.assgn. Grp)
controls which sales and/or
delivery requirements should be
written to table VBBE or VBBS.

Dr. APG
Schedule Line Category Determination

MRP Type
Schedule
Item (come from Line
category MRP 1
MRP TYPE: (MRP 1 VIEW) category
view)
• This field controls whether material is relevant for
Planning (MRP) or not.
• If material is relevant for Planning then : MRP TYPE is PD
• If material is not relevant for Planning then: MRP TYPE is . Schedule
Item
Line
ND category (blank) category

Procurement Tyoe : (MRP 2 view)

This field specify whether to procure material or Path
manufacture material in house. SPRO > S & D > sales > sales document > schedule line category

Strategy group: (MRP 3 view)

This field control whether the material is Make to Stock or
Make to Order

©Md Sohrab Alam

Business
Process
-----------

©Md Sohrab Alam

 Standard Sales Order Processing

Check Stock in the Plant

(Availability check)

Delivered to Customer
Delivery
Document Customer
Order placed
in Company

Warehouse
Picking ,Packing
And Loading

Customer
Pay
Pay to Company
©Md Sohrab Alam
©Md Sohrab Alam
Cash Sales

©Md Sohrab Alam

 Cash Sale

Order Cash Payment

Delivered

Sales Order
document

Sales Start (Cash Sale Invoice)

Sales closed
Immediate:
Delivery Doc. PGI Billing Doc.
Transfer Order
 • In Cash Sales, customer order the Goods, picks up and pay immediately.
• Delivery created automatically.
Cash Sales: • Billing is order related.
• No account receivables for the customer, as invoice amount is posted directly to Cash account.

1 Configuration Part 2
Item Category : BVN
Order Type: CS (Scheduling Off)
Spro>S&D>BF>Delivery Scheduling & Transportation Scheduling
1. Billing Relevance : Order related billing

1. Automatic Delivery : order Type: CS 2. Credit active: untick

1. Shipping Condition: 10( immediately) 3
2. Immediate delivery : A/X Automatic Transfer order is create with delivery document
3. Lead time: Blank 1. Due to Output type: WMTA
2. Billing Type: BV (VL02N>Extras>Delivery Output>header
3. Delivery Type: BV 4
Billing Type : BV
Petty Cash : System get cash value in this 1. No billing output is generated
account 2. No Output Determination in Billing Type :BV
©Md Sohrab Alam
Rush Order
©Md Sohrab Alam
 Rush Order

Order
Delivered

Sales Order
document

Sales Start (Cash Sale Invoice)

Payment will be done later
Immediate:
Delivery Doc. PGI Billing Doc.
Transfer Order
Rush Order:
1 Configuration Part 2
Order Type: RO (Scheduling Off) Item Category : TAN
Spro>S&D>BF>Delivery Scheduling & Transportation Scheduling
1. Billing Relevance : Delivery related billing
1. Automatic Delivery : order Type: RO
1. Shipping Condition: 10( immediately)
2. Immediate delivery : A/X
3. Lead time : Blank
2. Billing Type: F2
3. Delivery Type: LF 3
Automatic Transfer order is create with delivery document
1. Due to Output type: WMTA
(VL02N>Extras>Delivery Output>header
 01 02 03 04
•Consignment •Consignment •Consignment •Consignment
Fill-Up Issue Return Pickup
• (Stock Fill up at • (Stock issue from • (Stock return from • (Stock return to
warehouse). warehouse). customer). manufacture).

Consignment
www.youtube.com/powerupwithpowerpoint
 ©Md Sohrab Alam

Producer: HUL Walmart Retailer

Consignment Fill up Consignment Issue

ALAM &
HUL HUL
SONS
Walmart

Producer: HUL Walmart Retailer

Consignment Pick up Consignment Return

ALAM &
HUL HUL
SONS
Walmart
Process Sales Order Delivery Picking PGI/PGR Billing
Consignment Fill up

Consignment Issue

Consignment return

Consignment pickup

©Md Sohrab Alam

Complaint Processing

Return

Credit Memo Request

Debit Memo Request

Subsequent Delivery Free of

Charge

Invoice Correction Request

©Md Sohrab Alam

©Md Sohrab Alam
 Sales Order

Delivery

Transfer order

PGI

Billing Doc.

Return Order

PGR

Credit memo Mandatory reference of

Request SDF
Return Order No./Sales Order No.

Credit Memo
Delivery

©Md Sohrab Alam

Return Order
Sales Order

Delivery

Transfer order

PGI
Order Type: RE
Billing Doc. 1. Delivery type LR
2. Billing type RE
3. Billing Block
Return Order
Return Order can be created with : Item Category: REN
1. with reference to sales order 1. Order related billing
2. with reference to billing document Delivery 2. Returns tick
3. without reference
PGR
Schedule line Category: DN
Movement Type : 651
Billing Doc. While creating billing document,
remove billing block from
©Md Sohrab Alam return order (va02)
 Credit Memo Request

Order Type: CR VA01

Sales Order 1. No Delivery type
2. No Mandatory Reference
(Credit
Memo Item Category : G2N
Request) 1. Order related billing
2. No Scheduling
3. Returns tick
This is used to create to give amount
to customer
Billing Type : G2

Billing
Document
Credit Memo)

©Md Sohrab Alam

Debit Memo Request

Order Type: DR
Sales Order 1. No Delivery type
2. No Mandatory Reference
(Debit 3. Order related billing type
Memo Item Category : L2N
Request) 1. Order related billing
2. No Scheduling
3. Returns untick
This is used to create to take amount
from customer
Billing Type : L2

Billing
Document
(Debit Memo)

©Md Sohrab Alam

Subsequent Delivery free Of Charge

Return
Order/Sales Order
Order Type: SDF
Sales Order (SDF) 1. No billing type
2. Mandatory Reference of Sales Order

Item Category : KLN

Delivery 1. No Pricing
This is used for returning goods 2. No Billing
instead of credit to customer.

Transfer Order

PGI

©Md Sohrab Alam

Free Of Charge Delivery

Order Type: FD
Sales Order 1. No billing type
2. No Mandatory Reference

Item Category : KLN

1. No Pricing
Delivery 2. No Billing

This is used for sample sales

Transfer Order

PGI

©Md Sohrab Alam

 Outline Agreements

Outline
Agreements

Scheduling
Contract
Agreement

©Md Sohrab Alam

 Contracts

Quantity Value
Contract Contract
©Md Sohrab Alam
 Value
Contract

General Value Material related

Contract Value Contract

Sales document Sales document

type:WK1 type:WK2
VC01 + NORM+ _ + _ = VC01
WK2 + VCIT + _ + _ = WKC
Bydefault Material:
WKM1 Item Category =
WKC
(Dummy Material )

WK1 + _ + VCTR + _ = WKN Order type Item cat grp

Item Category =
WKN
Order type Item usage
©Md Sohrab Alam
BASIC FUNCTIONS

salam1828@gmail.com

©Md Sohrab Alam

Pricing Determination

©Md Sohrab Alam

Condition Technique
Condition Table
Condition Technique is used for few Basic functions
,those are:
Access Sequence

1. Pricing Determination This is created in Configuration

(SPRO) Condition Type
2. Material Determination
3. Listing/Exclusion Determination
Procedure
4. Free goods Determination
5. Text Determination Assign Determination
Procedure
6. Output Determination
This is created in SAP Easy Access
Condition Record
©Md Sohrab Alam
 Condition Table

Access Sequence

Pricing Determination Condition Type

Follow condition technique
Pricing Procedure

Assign Pricing Procedure

Pricing Condition Record

©Md Sohrab Alam
 How system get and find price at sales process?
Find Pricing Procedure (PP)

Pricing Procedure
How ? Sales Area
Display Price element in 6
Ans: By combination of DPP DPP will come from sales document type
1 Sales Order.
CPP CPP will come from Customer master data

Get PP-Y17J01 5
2
Condition type1: Condition type2: Condition type3:
PPR0 K005 MWST
Get Condition Record :
Condition Table 1
PPR0

Get Access
Sequence
i.e. PPR0

3 Access 4
Sequence :PPR0
Find Condition record of these
Condition Table Condition Table Condition Table
condition table in VK11
1 3 3
©Md Sohrab Alam
 Access Sequence
Exclusive It is used to stop further searching of record once
data is found.

©Md Sohrab Alam

©Md Sohrab Alam
 Condition Type
It defines what type of pricing elements it is. (Pricing elements –Price ,Discount,Freight,Rebate)

https://wiki.scn.sap.com/wiki/display/ERPLO/Condition+Types

In pricing, Condition type determines the category of a condition and how it is used.
The first and forth most thing is Condition class and it can be:

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
Special Function of Condition type

Group Condition
Condition Supplement

Condition
Condition
Exclusion
Update
Group

Condition
Exclusion

©Md Sohrab Alam

 Condition
Group Supplement
Condition

Condition
Condition
Exclusion
Update
Group

Condition
Exclusion

©Md Sohrab Alam

Condition Supplement Group
Condition
Condition
Supplement

1. A condition supplement is a supplement for a particular condition type. For example, you can
Condition
Condition
include a supplement every time you apply a material price. The supplement can contain various Exclusion
Group
Update

discounts.
Condition
Exclusion

2. Whenever main condition type is called then supplement condition is also called.

Note : these condition supplement should be available in pricing procedure of main condition type .
3. List of condition type which can be used as condition supplement in condition type.

Q. How to assign list of condition type in main condition type which act as a condition
supplement?
Ans.
1. Create a pricing procedure (standard : PR0000)
2. Assign all condition type to pricing procedure which is going to act as a condition
supplement.(KA00,RB00,RC00….)
3. Assign pricing procedure to main condition type.

Points to remember:
1. No access sequence is assigned to condition supplement
2. No particular condition record is maintained.Depend
©Md Sohrabon
Alammain condition type.
Condition Update Group Condition
Condition Supplement

1. If it is ticked in condition type then another three fields in condition Condition

Exclusion Condition
Group Update
record is created. those are-
Condition
Exclusion
1. Maximum no. of sales orders
2. Maximum condition value
3. Maximum quantity
2. You can restrict any one of these of condition type as per requirement.
Note: Maintain one at a time.

©Md Sohrab Alam

©Md Sohrab Alam
Pricing Procedure

©Md Sohrab Alam

©Md Sohrab Alam
Incompleteness

©Md Sohrab Alam

Header Level
1. Collect Table name and Technical data of particular field by pressing F1 on field.
2. Create Incompletion Procedure(Error Procedure) of Fields which you want to mandatory.
SPRO>Sales & Distribution>Basic function>Log of incomplete item>Define Incompleteness procedure

2. Assign Incompletion Procedure to Order Type

SPRO>Sales & Distribution>Basic function>Log of incomplete item>Assign Incompleteness procedure

©Md Sohrab Alam

1. Screen: When incompletion error show then click on that error then in which
TAB or SCREEN it should direct you ,control from here.
2. Status group: Status group control up to what extent sales process will be continued
if the field is incomplete. You use this function to block a document for
delivery, billing, or Pricing, Picking etc.

We block delivery

©Md Sohrab Alam

 If you tick this, OR document can’t be
saved without completion of
incomplete data.

©Md Sohrab Alam

Partner Determination

©Md Sohrab Alam

Partner Determination
Partner Type
1. Customer KU
Business Partner
2. Vendor LI
3. Contact Person AP
4. Personal Employee PE

Business Partner :
In SAP a business partner is whom with whom company do business and who take
part in Transaction.

Partner Function: Exact work of partner

Ex. SP,SH,PY,BP

©Md Sohrab Alam

What is Partner Determination?
The Partner and business partner term in SAP SD refers to parties with whom you do business. Each business
partner has specific role. E.g. Sold-to party - Business Partner who order the goods / Services. The Partner
Determination can be done in three steps-
Partner Object Assign to
Customer Account Group
Step 1 Define Partner Function
Sales Document Sales Document
Step 2 Create Partner Determination procedure by grouping Partner function. Header Type
Sales Document Item category
Step 3 Assign the partner determination procedure to respective partner object. Item Type
Delivery Header Delivery
Document Type
Shipment Header Shipment
Document Type
Billing Header Billing Document
Type
Billing Item Billing Item
Category type
©Md Sohrab Alam Contact Contact type
 Partner Determination (VOPAN)

Customer Master
1. Create new Partner Function ( say : ZD (type-KU) : Value added distributor(VAD))
2. Create new Partner Determination (by copying standard partner determination (AG))
3. Assign new Partner function to new Partner Determination
4. Create new Customer Account group (optional) (take 0001-sold to party)(T-code:OVT0)
5. Assign all Partner function to newly created Customer Account group
6. Assign newly created Partner Function to Customer Account group. (take 0001)
7. Assign newly created Partner determination to newly created Customer Account group
8. Create Customer (XD01)

©Md Sohrab Alam

Text Determination

©Md Sohrab Alam

 Text Transfer to
Source Target

Material Text ( At Item Level ) : Handle with care

Customer Text ( Header Level ) : Deliver after 6 pm.

©Md Sohrab Alam

 Maintain Text at Source: Text determination at Source
1. Text Object : where you maintain the Text : KNA1 (General Data)
1. Customer master (General Data(KNA1), SalesAreaText(KNVV), Contact Person(KNVK))
2. Sales Document (Header, Item )

2. Text Type : (a place user write Text ) : Text Id: ( Condition type)
1. Text type=Text Id=Condition type
3. Text determination procedure
1. Text type is assigned to text determination procedure.
4. Assignment of Text Determination Procedure
1. If Text object is Customer then Assign: Text Procedure with Account group.
2. If Text object is Sales Document then Assign: Text Procedure with Sales document type.

©Md Sohrab Alam

 Flow Text to Target: Text determination at Target

1. Text Object: header/item: VBBK

2. Create Text type
3. Create Access Sequence: This stores source information.
1. seq. no.: This is Source data
2. Text object:
3. ID (text Id):
4. Partner function:
5. All language:
6. Create Text Determination Procedure
1. TEXT IS Mandatory : This field control POP-UP Screen at the time
of Order, Delivery….
1. X :
2. Y: text will be displayed during copied source to target.
4. Assign Access sequence and Text type with Text Determination procedure.
5. Assign Text determination procedure ©Md with Order type/delivery type.
Sohrab Alam
©Md Sohrab Alam
 Free goods Determination
1. Condition table Follow Condition
2. Access sequence technique.
3. Condition type (NA00 )
4. Assign Free goods determination Procedure with Sales Area + Customer Pricing Procedure + Document Pricing
Procedure
5. Condition Record
1. Inclusive (Free goods are same ) : free qty is included
2. Exclusive (free goods are same or different ): free qty is excluded
6. Calculation Rule
1. Pro Rata
1. No. of Free goods material= (Document Qty./Free goods Qty.)*Free goods

2. Unit reference
1. No. of Free goods material= (Document Qty./Free goods Qty)) =A.B
2. No. of Free goods material = A *Free goods
3. Whole unit
1. No. of Free goods material= (Document Qty./Free goods Qty)) = X
1. If X is whole number
1. No. of Free goods material = X * Free goods
2. If X is fraction/decimal then
1. No. of free goods material = 0.
©Md Sohrab Alam
Free Goods Determination

Steps
SPRO>SD>Basic Function>Free goods> Condition technique for free goods >
Condition Technique
1. Create Condition table
2. Create Access sequence and assign table in access sequence
3. Create Condition Type(Discount type) and assign access sequence in Condition type.
4. Create Procedure and assign condition type in Procedure.
5. Activate Procedure (Sales Org. + Distribution Channel + Division + DPP + CPP)
Create Condition Record:
1. Easy access>Logistic>SD>Master data>Condition>Free goods…VBN1
2. Enter Discount type(Condition Type)……Create Condition Record Discount
3. Create Sales Order

Inclusive Exclusive
Discount Discount

©Md Sohrab Alam

 Calculation rule

Minimum qty 5 then

free goods activated
2 Qty pe 1 qty free 2 Qty pe 1 qty free 1: Inclusive
2: Exclusive

©Md Sohrab Alam

©Md Sohrab Alam
Output Determination

©Md Sohrab Alam

What is BRF+
BRF+ is an application programming interface (API) and user interface for defining and processing
business rule. It allows us to model rules in an intuitive way and to reuse these rules in different
applications.
Overview of BRF+
•BRF+ function provides an interface between a business rule modelled with BRF+ and an application
using that rule. The BRF+ function serves as a container for the entire business logic of a rule.
•Rules are implemented as expressions which are assigned to a function. The rule input is known as
context and the rule output is called result.
• Context and result consist of data object which is called decision table, structure, decision tree.
•BRF+ supports features such as simulation, trace, transport, XML export and import
•In order to use BRF+ with your SAP ECC system, your system must be on SAP NetWeaver 7.02 SP6 or
above.
•With SAP S/4 HANA a new Output Management approach is in place. The complete configuration
differs from the configuration that is used when output management is based on NAST (condition
technique). The configuration is based on BRF+. In SAP S/4 HANA, the target architecture is based on
Adobe Document Server and Adobe Forms only. For the form determination rules (along with other
output parameters) BRF+ functionality is used.

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
Material Determination

©Md Sohrab Alam

Material Determination (Substitute of Material)

©Md Sohrab Alam

Listing/Exclusion

©Md Sohrab Alam

 Delivery

Picking
Shipping
Packing

PGI

©Md Sohrab Alam

Header level data of Delivery document is controlled by Delivery Type.

Reference to Order

Text Determination

Functions of Delivery Type Transportation Relevance

Partner determination

Delivery split by warehouse number

Output determination

Number assignment

Route Re-determination

Automatic packing
RTTP DON RAS Storage location determination rule

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
Storage location determination Rule

• Storage location = Plant + Shipping point + Storage

MALA condition

• Storage location = Plant + Situation + Storage

RETA condition

• First check MALA then RETA.

MARE

©Md Sohrab Alam

©Md Sohrab Alam
 Item level data of Delivery document is controlled by Delivery Item category.

Check for 0 delivery quantity

Check for Minimum delivery quantity

Functions of Delivery Item category
Check for over delivery

Availability check

Relevant for Picking

Packing Control

Determine storage location

Automatic batch processing

CC-DATA-CRP Text determination

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
Delivery item Category Determination
Order independent items (whose sales order is not created)
Ex.- Packing Material
Delivery
type

Determination of item category of Order independent items :

Item
Spro>LE>Shipping>Deliveries>define item Categoty…. category
group
Item category
Ex.- Packing Material Item category of Order
independent
items
LF + VERP + PACK + _ + = ZDLP Item
usage

Note : while creation of delivery without sales order,

We put delivery type manually in VL01N :
Delivery type : LO Higher
item
category
©Md Sohrab Alam
Billing

©Md Sohrab Alam

 Item no.
increment

©Md Sohrab Alam

Billing Plan
Billing Plan

Periodic Milestone
Billing Billing

©Md Sohrab Alam

Periodic Billing
1. Item category WVN
2. Activate billing plan
1. Sales document type: tcode: VOV8: Billing plan type ----
2. Item category: tcode: VOV7: TAN:
1. Billing relevance: I :order related billing plan
2. Billing plan type : 02: periodic billing
note : if we activate billing plan at Sales document type then it will be applicable to all line items.

2. Create a Contract : VA41

1. Service contract : SC
2. Start Date & End Date
3. Contract Profile : Start & End Date come from contract profile.
SPRO>SD>SALES>SALES DOC.>CONTRACTS>CONTRACT DATA>DEFINE CONTRACT PROFILE
4. SPRO>SD>BILLING>BILLING PLAN>DEFINE BILLING PLAN TYPE
1. SELECT Periodic billing plan: 02
2. Date Category (milestone)
3. Billing plan type (milestone & periodic)
4. Horizon (periodic)
5. Next billing date (periodic)

©Md Sohrab Alam

©Md Sohrab Alam
Customizing :

SPRO>SD>BILLING>BILLING PLAN>DEFINE BILLING PLAN TYPE

1. Date Category (milestone)

2. Billing plan type (milestone & periodic)
3. Date proposal (reference )/ date (Milestone & PERIODIC)
4. Horizon (periodic)
5. Next billing date (periodic)

©Md Sohrab Alam

Milestone
1. Item category TAO
2. Create Date proposal :
3. SPRO>SD>BILLING>BILLING PLAN>MAINTAIN DATE PROPOSAL FOR BILLING PLAN TYPE
DOWNPAYMENT

It is always with milestone billing plan.

Example :
Net Value : Rs. 100000
1. Downpayment: 10% : 10000
2. billing line 1: 50 % : 50% of 90000
3. billing line 2. : 30% : 30 % of 90000
4. billing line 3 : 20 % : 20 % of 90000
Note : Downpayment is not included in 100% of billing plan.

Customizing :

1. Downpayment billing type : FAZ (Downpayment request )

2. Date category : 03
3. Date Category (milestone)

©Md Sohrab Alam

©Md Sohrab Alam
Date Category
It controls :
1. Billing type
2. Billing rule : at what basis to give Milestone/periodic …%,…
3. Billing block
SPRO>SD>BILLING>BILLING PLAN>DATE CATEGORY.

©Md Sohrab Alam

Invoice Correction Request and Invoice Cancellation
document are always created by taking Billing document
as a reference.

©Md Sohrab Alam

Invoice list

1. Invoice list is also a billing document.

2. It has information of multiple invoices of same Payer.
3. There is a copy control between original billing type ( F2 ) and invoice list
type ( LR ).
4. Pre-requisite is :
1. Go to XD02 > Payer ( i.e. 1710001 )
2. Sales area > Billing document tab
3. Invoice List Date : 01

5. Create Invoice list ( VF21 ).

Example : Payer : 1710001 has Invoice list

1. billing document : 90036167 Rs. 100000 90032179 Rs. 600000
2. billing document : 90036176 Rs. 200000
3. billing document : 90034186 Rs. 300000
©Md Sohrab Alam
Proforma invoice:

1. It is not a actual invoice

2. No accounting entry here.
3. If no accounting ,then no Cancellation.
4. Proforma invoice can be created without PGI.

5. Order related proforma invoice

1. Billing type : F5
6. Delivery related proforma invoice
1. Billing type : F8
7. Proforma invoice is created when we don’t want to create an actual invoice. Create
Proforma invoice then send to customer and customer approve it then we create
actual invoice.

©Md Sohrab Alam

Thank You!
Signing Off!

salam1828@gmail.com

©Md Sohrab Alam