sd standard functions

Table of Contents1. CREDIT MANAGEMENT:-.....................................................................................................................3

a. Define Risk Categories-....................................................................................................................3

b. Define Credit Groups-......................................................................................................................6

c. Assign Sales Documents and Delivery Documents-.........................................................................8

d. Define Automatic Credit Control -.................................................................................................13

e. Credit Control Dynamic-................................................................................................................18

2. Credit Control Area Check in Sales Data:-..........................................................................................22

3. Set Credit Limits:-..............................................................................................................................23

4. Release Delivery:-..............................................................................................................................27

5. Open Item:-.......................................................................................................................................32

6. Free Goods-Configuration:-...............................................................................................................33

7. Free Goods-Creation:-.......................................................................................................................35

8. Cross Selling-Configuration:-..............................................................................................................42

a. Define Condition types-.................................................................................................................42

b. Maintain Procedure-......................................................................................................................44

c. Maintain Customer/Document Procedures For Cross Selling-.......................................................51

d. Define And Assign Cross-Selling Profile-........................................................................................55

9. Change Customer Master Data:-.......................................................................................................62

10. Cross Selling-Creation:-..................................................................................................................64

11. Material Determination-Configuration:-.......................................................................................70

a. Maintain Prerequisites for Material Determination-.....................................................................70

b. Assign Procedures To Sales Document Types-...............................................................................74

12. Material Determination-Creation:-................................................................................................76

13. Dynamic Product Proposal-Configuration:-...................................................................................80

a. Define Customer Procedure for Product Proposal-.......................................................................80

b. Define Document Procedure for Product Proposal-......................................................................82

14. Dynamic Product/Item Proposal Creation:-...................................................................................84

15. Listing & Exclusion-Configuration:-................................................................................................96

16. Listing Creation:-............................................................................................................................99

17. Output:-.......................................................................................................................................106

a. Assign Output Determination Procedures-..................................................................................106

b. Process Output and Forms(Assign Form Texts)-..........................................................................109

18. Text Control:-...............................................................................................................................115

19. Incompletion Log:-.......................................................................................................................120

a. Define Incompleteness Procedures-............................................................................................120

b. Assign Incompleteness Procedures-............................................................................................131

c. Define Status Groups-..................................................................................................................135

20. Partner Determination:-..............................................................................................................139

a. Define Account Groups with Screen Layout (Customers)-...........................................................139

b. Create Number Ranges for Customer Accounts-.........................................................................142

c. Assign Number Ranges to Customer Account Groups-................................................................146

21. Set Partner Determination-.........................................................................................................149

22. Availability Check:-.......................................................................................................................157

a. Define Checking Groups-.............................................................................................................157

b. Define Material Block For Other Users-.......................................................................................159

c. Define Checking Groups Default Value-.......................................................................................161

d. Carry Out Control For Availability Check-....................................................................................164

23. Condition Exclusion:-...................................................................................................................167

a. Condition Exclusion For Groups Of Conditions-...........................................................................167

b. Condition Record Maintain-.........................................................................................................177

c. Go to the path-VA01....................................................................................................................181

1. CREDIT MANAGEMENT:-

a. Define Risk Categories-PATH—SRUCTURE Financial Accounting Accounts Receivable and Accounts Payable Credit Management Credit Control Account Define Risk Categories.

OR

TRANSACTION CODE--SPRO

Step:1

Step:2

Click on New Entries.

Step:3

Enter Risk Category, Credit control area & Name as given above display.

Step:4

Save it.

b. Define Credit Groups-PATH—SRUCTURE Sales and Distribution Basic Functions Credit Management/Risk Management Credit Management Define Credit Groups

OR

TRANSACTION CODE-- SPRO

Step:1

Step:2

Here we can have the Credit Groups.

c. Assign Sales Documents and Delivery Documents-PATH—SRUCTURE Sales and Distribution Basic Functions Credit Management/Risk Management Credit Management Assign Sales Documents and Delivery Documents

OR


Step:1

Step:2

Select Credit limit check for order types.

Step:3

Here we can have the credit limit of order type.

Step:4

Select Credit limit check for delivery types.

Step:5

Here we can see the Credit limit check for delivery types.

d. Define Automatic Credit Control -PATH—SRUCTURE Sales and Distribution Basic Functions Credit Management/Risk Management Credit Management Define Automatic Credit Control

OR

TRANSACTION CODE—OVA8

Step:1

Step:2


Step:3

Enter the data as above in Red Boxes.

Step:4

Save it.

Step:5


Step:6


Similarly Enter the data for Medium Risk, Low Risk & New Customer.

IMP NOTE:-Reaction is also a key control area for a Customer.

e. Credit Control Dynamic-PATH—SRUCTURE Sales and Distribution Basic Functions Credit Management/Risk Management Credit Management Define Automatic Credit Control

OR

TRANSACTION CODE—OVA8

Step:1

Step:2

Click on Position then Select out Credit Control Area(YSON).

Step:3

The Screen will come as above display.

Step:4


Similarly Enter the data for Medium Risk, Low Risk & New Customer.

IMP NOTE:-Reaction is also a key control area for a Customer.

2. Credit Control Area Check in Sales Data:-Go to the path-XD02-

Select Sales Data & check the Credit control area.

3. Set Credit Limits:-PATH—SAP Easy Access Logistics Sales and Distribution Credit Management Master data FD32 – Change

OR

TRANSACTION CODE—FD32

Step:1

Step:2


Step:3

Enter thrice, the screen will come as above.

Step:4

Enter the Credit Limit of the Customer & save it.

IMP Note:-Credit is controlled by Risk Category (High,Medium & Low Risk Customer).

4. Release Delivery:-PATH—SAP Easy Access Logistics Sales and Distribution Credit Management Sales and Distribution Documents VKM3 - Sales document

OR

TRANSACTION CODE—VKM3

Create one Sales order & do the subsequent delivery if delivery is blocked then follow the below given processes.

Step:1

Step:2

Enter the subsequent Sales Order No then Execute it.

Step:3

Select tick in left side small box then click on Release button ( ).

Step:4

Save it.

Step:5

The Document has been Released.

5. Open Item:-

Open Item-No Delivery.

Open Delivery-No Picking, No PGI

Open Billing-No Accounting

Open Item-From the company point of view company has done every thing ( i,e Order,Delivery,Billing) but Customer has not cleared his account(non payment).

6. Free Goods-Configuration:-PATH—SRUCTURE Sales and Distribution Basic Functions Free Goods Condition Technique for Free Goods Activate Free Goods Determination

OR

TRANSACTIONAL CODE—VIN6

Step:1

Step:2

Assign NA0001 with our Sales area.

Step:3

Save it.

7. Free Goods-Creation:-PATH—SAP Easy Access Logistics Sales and Distribution Conditions Free Goods VBN1 - Create

OR

TRANSACTION CODE—VBN1

Step:1

Step:2

Enter Discount Type-NA00

Step:3

Enter the data as above in Red Boxes (This data is only for Inclusive),if we want to give data for Exclusive then click on Exclusive.

Step:4

Here give the data same as Inclusive & give another product that we want to give free.

Go to path VA01-

Create a Sales Order-

First Scenario (Inclusive)-

Step:1

Step:2

Here we can see the first (Higher Level Data) one which has been charged but second one is absolute free.

Remember Inclusive will be applicable for same material only.

Step:3

Second Scenario(Exclusive)-

Here we can see First product is charged but Second is free.

Remember Exclusive will be applicable for different material .

8. Cross Selling-Configuration:-

a. Define Condition types-

PATH—SRUCTURE Sales and Distribution Basic Functions Cross Selling Define determination procedure for cross selling

OR

TRANSACTION CODE—OV42

Step:1

Step:2

Select Define Condition Types.

Step:3

Enter the data as above in Red Box.

Step:4

Save it.

b. Maintain Procedure-TRANSACTION CODE-OV43

Step:5

Select Maintain Procedure.

Step:6


Step:7

Enter the data as above in the Red Box.

Step:8

Save it.

Step:9

After saving the data select & go to the Control & Double click on it.

Step:10

The screen will come as above display then click on New Entries.

Step:11


Step:12

Save it.

c. Maintain Customer/Document Procedures For Cross Selling-PATH—SRUCTURE Sales and Distribution Basic Functions Cross Selling Maintain Customer/Document Procedures For Cross Selling

OR

TRANSACTION CODE—SPRO

Step:1

Step:2

Select Assign document procedure for cross selling to sales document types.

Step:3

Click on position then Sales Doc Type-OR.

Step:4

Assign Sales Order Type(OR) with Document procedure for Determining product proposal proceed(B).

Step:5

Save it.

d. Define And Assign Cross-Selling Profile-PATH—SRUCTURE Sales and Distribution Basic Functions Cross Selling Define And Assign Cross-Selling Profile

OR


Step:1

Step:2

Select Define cross-selling profile.

Step:3

The screen will come as above display then click on new entries.

Step:4


Step:5

Save it.

Step:6

Select Assign cross-selling profile.

Step:7

The screen will come as above display then click on new entries.

Step:8


Step:9

Save it.

9. Change Customer Master Data:-Go to the path XD02-

Select the Customer which we want to Cross sell.

Step:-1

Step:2

Go to the Sales Data then assign B(Cross selling) in PP Customer Procedure & Save it.

10. Cross Selling-Creation:-PATH—SAP Easy Access Logistics Sales and Distribution Master Data Products Cross Selling VB41-Create

OR

TRANSACTION CODE—VB41

Step:1

Step:2

Enter Material Determination Type-C001.

Step:3

Enter the Date(Valid From,Valid To),Material Type in both places as marked above in Red Boxes(First material is for sell & second material is for cross sell).

Step:4

Data has been saved.

Go to VA01-

Create one Sales Order-

Order Scenario-

Step:1

Here we can see when we creating a Sales Order with giving first Material then press enter.

Step:2

The box has come as above display, Here anther material detail it is asking about Second Material which we want to cross sell.

Enter Order Quantity then Copy.

Finally Save the Sales Order.

11. Material Determination-Configuration:-

a. Maintain Prerequisites for Material Determination-PATH—SRUCTURE Sales and Distribution Basic Functions Material Determination Maintain Prerequisites for Material Determination

OR


Step:-1

Step:2

Select Maintain Procedure.

Step:3

Here we can the Material Determination Procedures.

Select the box then double click on Control Data.

Step:4

Here we can the Reference Step Overview.

b. Assign Procedures To Sales Document Types-PATH—SRUCTURE Sales and Distribution Basic Functions Material Determination Assign Procedures To Sales Document Types

OR

TRANSACTION CODE—OV14

Step:-1

Step:2

Here we can see the Material Determination has already been assigned with Sales Order.

12. Material Determination-Creation:-PATH—SAP Easy Access Logistics Sales and Distribution Master Data Products Material Determination VB11 – Create

OR

TRANSACTION CODE-VB11

Step:1

Step:2

Enter Material determination type-A001 then select Key combination.

Step:3

Select Material Entered then ok.

Step:4

Enter the Material Name as above in Red Boxes(First Material i,e Green Box if not available then Second Material i,e Red Box has come automatically in Sales Order).

If we want to set Multiple Material options against First Material then click on Alternative Material( ).

Step:5

TRANSACTION CODE—VB12

Enter All Alternative Materials & Save it.

13. Dynamic Product Proposal-Configuration:-

a. Define Customer Procedure for Product Proposal-PATH—SRUCTURE Sales and Distribution Basic Functions Dynamic Product Proposal Define Customer Procedure for Product Proposal

OR


Step:1

Step:2

Here we can have the Customer Procedure for product proposal.

b. Define Document Procedure for Product Proposal-PATH—SRUCTURE Sales and Distribution Basic Functions Dynamic Product Proposal Define Document Procedure for Product Proposal

OR


Step:1

Step:2

Here we can have the Document Procedure for product proposal.

14. Dynamic Product/Item Proposal Creation:-PATH—SAP Easy Access Logistics Sales and Distribution Master Data Products Item Proposal VA51

OR

TRANSACTION CODE—VA51

Step:1

Step:2

Select item Proposal Type-MS

Enter Sales Area then Enter.

Step:3

Enter the data as above Given Red Boxes.

Enter Material & Qty for Product Proposal ,enter & Save it.

Step:4

The Product proposal has been saved.

Go to the Path-XD02

Select the customer which we want to set the Product proposal.

Step:-1

Step:2

Go to the Sales Data then assign A(Product proposal) in PP Customer Procedure & Save it.

Go to VA01-


Step:1

Enter the Customer which we have assigned for the Product proposal.

Step:2

Go to Edit,Scroll it to Additional Function then proposal Item.

Step:3

Enter the Sales Document no( i,e Product proposal creation no).

Click on Selection List.

Step:4

The Screen will come as above display.

Step:5

If we wanted to change Qty we can change it then click on Copy Material (Red Box).

If we wanted to copy only Material then click on Copy Material (Black Box).

Step:6

Here we can see the Material which has been copied from product proposal then save it.

15. Listing & Exclusion-Configuration:-PATH—SRUCTURE Sales and Distribution Basic Functions Listing/Exclusion

OR


Step:1

Step:2

Select Activate listing/exclusion by sales document type.

Step:3

Here we can see the Order Type(OR) has already been assigned with Listing & Exclusion Procedure.

16. Listing Creation:-PATH—SAP Easy Access Logistics Sales and Distribution Master Data Products Listing/Exclusion VB01 - Create

OR

TRANSACTION CODE-VB01

Step:1

Step:2

Enter Listing Type(A001).

Step:3

Select Customer / Material then OK.

Step:4

Enter the data as above in Red Boxes( i,e Customer Name, Valid From, Valid To, Material Name which we want to Listing).

Step:5

Enter Listing Type:-B001

Step:6

Enter the data as above in Red Boxes( i,e Customer Name, Valid From, Valid To, Material Name which we want to Exclusion).

Create one Order for Exclusion Material (VA01)-

Here we can see the Material which has been excluded, the Order will not processing to that said Material.

Create one Order for except Listing(VA01)-

Here we can see the Material which has been Listed, the Order is not processing without that said Material.

17. Output:-

a. Assign Output Determination Procedures-PATH—SRUCTURE Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Assign Output Determination Procedures

OR


Step:1

Step:2

Select Allocate sales document header.

Step:3

Here we can see the Output Procedure & Output type.

b. Process Output and Forms(Assign Form Texts)-PATH—SRUCTURE Sales and Distribution Basic Functions Output Control Output Determination Process Output and Forms Assign Form Texts

OR


Step:1

Step:2

Select assign form texts per sales organization.

Step:3

This information which would be assign with our SO should be provided by ABAB people.

GO to the Path-VA01


Here also we can Configure Output as per below processes.

Step:1

Step:2

Here we can see Output(BA00) is set or not If not Configure it.

Step:3

Here we can check the Logical destination LP01 is set or not If not Configure it.

18. Text Control:-PATH—SRUCTURE Sales and Distribution Basic Functions Text Control Define Text Types

OR

TRANSACTION CODE—VOTXN

Step:1

Step:2

Select Sales Document(Header) then click on Change.

Step:3

The screen will come as above display then Highlight Sales Header then click on Text procedure assignment.

Step:4

Select the options which want to set the Text(Here we have set Text for Quotation).

Step:5

Save it.

Create One Quotation-

Go to the Path VA21-

Here we can see a Text box has come in Quotation.

19. Incompletion Log:-

a. Define Incompleteness Procedures-PATH—SRUCTURE Sales and Distribution Basic Functions Log of Incomplete Items Define Incompleteness Procedures

OR

TRAMNSACTIONAL PATH-OVA2

Step:1

Step:2

Highlight Sales-Header then click on Procedure.

Step:3

Select Sales order then click on Display/Change.

Step:4

Again select Sales Order then click on Copy as.

Step:5

Change it to our Group(ZZ) then Enter.

Step:6

Copy all.

Step:7

Account Name has been changed, now select that account group(ZZ) then select on Field.

Step:8

Here see the mandatory fields that has been set for Incompletion Log.

If we want to set more Mandatory field then click on New Entry.

Step:9

Before Entry go to the Sales Order Screen click on the field which we want to set mandatory field(Here PO Number) then F1.

The Screen will come like above display then click on Technical Information.

Step:10

Here the Table Name & Field Name.

Step:11

Enter Table & Field Name then Enter.

Step:12

Save it.

Here we can see PO Number has been enlisted as a Mandatory Field.

b. Assign Incompleteness Procedures-PATH—SRUCTURE Sales and Distribution Basic Functions Log of Incomplete Items Assign Incompleteness Procedures

OR

TRAMNSACTIONAL PATH-VUA2

Step:1

Step:2

Select Assign procedures to the sales document types.

Step:3

Select Position,Search Order Type-OR.

Step:4

Assign Order Type(OR) with Our Account Group i,e ZZ .

Step:5

Save it.

c. Define Status Groups-PATH—SRUCTURE Sales and Distribution Basic Functions Log of Incomplete Items Define Status Groups

OR

TRAMNSACTIONAL PATH-SPRO

Step:1

Step:2

Here we can see the Incompletion Control Status Group.

Order Scenario-

Go to the Path-VA01


Step:1

After entering all the data except PO Number then go to the Incompletion log.

Step:2

Here we can see it will not permitting for the further proceding.

20. Partner Determination:-

a. Define Account Groups with Screen Layout (Customers)-PATH—SRUCTURE Financial Accounting Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Define Account Groups with Screen Layout (Customers)

OR


Step:1

Step:2

Select an Account Group(Sold –to-Party) then Copy it.

Step:3

Change it to our Account Group(YYYY) .

Step:4

Save it.

b. Create Number Ranges for Customer Accounts-PATH—SRUCTURE Financial Accounting Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Create Number Ranges for Customer Accounts

OR

TRANSACTION CODE—XDN1

Step:1

Step:2

Click on Change Interval.

Step:3

Click on Interval.

Step:4

Change it New Interval No(zz), From number & To number.

c. Assign Number Ranges to Customer Account Groups-PATH—SRUCTURE Financial Accounting Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Assign Number Ranges to Customer Account Groups

OR


Step:1

Step:2

Click on Position then give our Account Group(YYYY).

Step:3

Assign Account Group(YYYY) with Interval No(zz).

Step:4

Save it.

21. Set Partner Determination-PATH—SRUCTURE Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination

OR

TRANSACTION CODE-SPRO

Step:1

Step:2

Select Set Up Partner Determination for Customer Master.

Step:3

Select Partner Function then Click on New Entry.

Step:4


Step:5

Select Account Group-Function then New Entries.

Step:6

Assign all Partner Name with our Account Group as above Red Box.

Now Go to the path-XD01

Create one Customer with the Account Group i,e YYYY.

Step:1

Step:2

Here we can see the partner has come automatically.

22. Availability Check:-

a. Define Checking Groups-PATH—SRUCTURE Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Checking Groups

OR


Step:1

Step:2

b. Define Material Block For Other Users-

PATH—SRUCTURE Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Material Block For Other Users

OR


Step:1

Step:2

c. Define Checking Groups Default Value-PATH—SRUCTURE Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Checking Groups Default Value

OR


Step:1

Step:2


Step:3

Enter Material Type(FERT),Plant(YSO1) & Availability(A).

Step:4

Save it.

d. Carry Out Control For Availability Check-PATH—SRUCTURE Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Carry Out Control For Availability Check

OR


Step:1

Step:2

Here we can see the Availability Check Control.

Select any one & double click on it.

Step:3

Here we can see the Controls of Availability Check.

23. Condition Exclusion:-

a. Condition Exclusion For Groups Of Conditions-PATH—SRUCTURE Sales and Distribution Basic Functions Pricing Condition Exclusion Condition Exclusion For Groups Of Conditions

OR


Step:1

Step:2

Select Define Condition Exclusion Groups.

Step:3


Step:4

Enter a new Exclusion Group(ZA00) & Name.

Step:5

Save it.

Step:6

Select Assign condition types to the exclusion groups.

Step:7


Step:8

Enter Exclusion Group with Condition Type i,e K004,K005,K007.

Step:9

Save it.

Step:10

Select Maintain condition exclusion for pricing procedures.

Step:11

Highlight Standard Pricing Procedure i,e RVAA01 then click on Exclusion.

Step:12

Assign Condition Exclusion Procedure(A) with our Exclusion Group(ZA00).

Step:13

Save it.

b. Condition Record Maintain-Go to the path-VK11

Step:1

Enter the Condition Type-K004.

Step:2

Enter the Material with Discounted Amount(Per Piece wise) then save it.

Step:3

Enter the Condition Type-K007.

Step:4

Enter the Customer with Discounted Amount(Percentage wise) then save it.

c. Go to the path-VA01Create an order-

Now we can see the Best Discount amount between the Customer & Material has been taken, here the Customer Discount(i,e best) has taken.

sd standard functions

Documents

credit control dynamic

credit limit check

credit control area

set credit limits

credit limit of order

assign procedures

sales data

assign cross