GettingStarted

CommunityWIKI

SAPCommunity

Welcome,Guest

Login

Register

ERPOperations / / EssentialConfigurationinSD

BasicRulesinSDConfiguration
CreatedbyPrashanthGoud,lastmodifiedbyJyotiPrakashonNov09,2012

Purpose
Thiswikipagewilldiscussthebasicrule/principle/informationpertainingtoSAPSalesandDistribution.

Organizationalstructure
SalesOrganization
Itsresponsiblefor:
Distributionofgoodsandservices
NegotiatingSalesConditions
ProductLiabilityandrightsofrecourse
Asalesorganizationisuniquelyassignedtoacompanycode
Masterdata'sareseparatelymaintainedforasalesorganization
AllitemsintheSalesandDistributiondocumentbelongtoasalesorganization

DistributionChannel:
Thisisthemeansthroughwhichproductsandservicesreachthecustomer.So,itsresponsiblefor:
Definesresponsibilities
Helpsinachieveflexiblepricing
DifferentiateSalesstatistics

Division:
Adivisionisusedtogroupproductsandservices.
Adivisionrepresentsaproductline.

SalesArea:
ASalesareaisacombinationof
Salesorganization
DistributionChannel
Division
EachSalesanddistributiondocumentisassignedexactlytoonesalesarea.
Asalesareacanbelongtoonlyonecompanycode.

PlantandStorageLocation:
APlantisalocationwherestockismaintained
PlantandstoragelocationareusedbyalllogisticareaofR/3System
APlantisuniquelyassignedtoacompanycode

Shippingpoint:
Shippingpointisthehighestleveloforganizationalunitinshipping
Eachoutbounddeliveryisprocessedbyoneshippingpoint
Shippingpointsareassignedtoaplant
Morethanoneshippingpointcanbeassignedtoaplant

Process
SalesandDistributionisSAPbeginswithestablishingcustomerrelationshipandendswithinvoicingforthedeliveryofgoodsorserviceprovidedtothecustomer.
Astandardprocessflowforsalestransactionhasthefollowingflow:
1.Inquiry

Store

2.Quotation
3.SalesOrder
4.DeliveryDocument
5.Invoice
Thecustomerordermanagementcyclebeginswithpresalesactivities.

SalesOrder
AstandardsalesorderinSAPcontains:
Customer&itspartnersdetails
Materialinformation
Pricingconditions
Deliverydatesandquantities
Shipping/Transportationinformation
Billinginformation
AccountingInterfaceinformation
RequiredOutputDetails
DocumentStatus

InventorysourcingatSalesOrder&Delivery
Itishandledthrough:
Availabilitycheck

Shipping
SAPsupportsfollowingshippingprocess:
Outbounddeliverycreation
Picking
Packing
PostGoodsIssue

Billing
SAPsupportsfollowingbillingprocess:
Creatinginvoicesforproductsandservices
Creatingcreditanddebitmemo
Cancelpreviouslypostedbillingdocuments
Automaticallytransferringbillingdocumentstoaccounting
Whenabillingdocumentiscreatedforasalesorderwe
Creditthesalesrevenueaccount
Debitthecustomerreceivablesaccount

SalesDocumentsStructure&relatedinformation
SalesOrder
Asalesorderisgroupedintothreestructures
1.Header
2.Item
3.ScheduleLine

Outbounddelivery
Adeliverydocumentisgroupedintotwostructures
1.Header
2.Item
Instandardsystem,severalorderscanbegroupedintosingleoutbounddelivery,providedthereferencedordershavesame
1.Shippingpoint
2.Deliverydate
3.Shiptoaddress

PickingListorTransferOrder
createdforanoutbounddelivery

createdforawarehousenumber
Views
GeneralData
KeyFields
SalesAreaData

CompanyCodedata

PostGoodsIssue
WhenPGIisdonethesystem
Updatesthequantityininventorymanagementanddeliveryrequirementsinmaterialsplanning
Generatesadditionaldocumentsforaccounting
Addsthedeliverytothebillingduelist
Updatesstatusinsalesdocuments

Billing
Abillingdocumentisgroupedintotwostructures
1.Header
2.Item
Instandardsystem,severalorders/deliveriescanbegroupedintosinglebillingdocument,providedtheorders/deliverieshavesame
1.Billingdate
2.Payer
3.Billingaddress
Theeffectsofbillingare
Debitonthecustomerreceivablesaccount
Creditonsalesrevenueaccount
Systemupdates
Salesinformationsystem
Salesstatistics

MasterdatainSAP
Insalesanddistribution,thefollowingmainmasterdates:
1.Customermaster
2.Materialmaster
3.Conditionmaster
4.Outputmaster
5.Customermaterialinformationmaster

Customermaster
Themasterdataforcustomerismaintainin3majorarea
1.GeneralData
2.CompanyCodedata
3.SalesAreaData
Followingisthetablewhichshowsdetailonthreemainareasofcustomermasterandthetabpages&detailsfoundundereacharea:
GeneralData

SalesAreaData

CompanyCodedata

Address

SalesDetails

Accountinfo
likeReconciliationaccount

Controldata

Shippingdetails

likeTransport.zone,taxinfo

Payment
likeTermsofpayment,autopaymentdetails

Paymenttransaction

Billingdetails

BillingCorrespondence

likebankdetails,paymentcards

likepaymentterm,accountdetails

likeDunningProcedure,paymentnotice

Marketing

Partnerfunctions

Insurance

Exportdata

ContactPersondetails

MaterialMaster
Itismaintainedindifferentviews.Followingaretheimportantviewsmaintainedformaterialmasterinsalesanddistribution:
Views

KeyFields

Views
Sequence

MasterData KeyFields

1.Basicdata1

BaseUnitofMeasure
MaterialGroup
GrossWeight&itsunit
NetWeight
Volume&itsunit
Size/dimensions
LanguagesMaintained

2.SalesOrg1

Salesunit
Division
TaxData
Min.orderqty
Min.delyqty
RoundingProfile

3.SalesOrg2

Matlstatisticsgrp
Materialpricinggrp
Acctassignmentgrp
Itemcategorygroup
Producthierarchy
Materialgroups
Productattributes

4.Sales:Gen/Plant

Availabilitycheck
Batch
TransportationGroup
LoadingGroup
MatlGrpPack.Matls
ProfitCenter
NegativeStock
SerialNumber

5.ForeignTradeExport

Comm./imp.codeno.
Export/importgroup
Controlcode
LegalControl

6.Salestext

7.Accounting1

ValuationClass
MaterialPriceDetermination
PriceControl&MovingpriceorStandardprice

SalesDocumentType
SalesdocumenttypelikeORinSalesanddistributionmainlycontrols:
Numberrange
ItemNoincrement
Referencemandatory
Itemdivision
Readinforecord
Documentpricingprocedure
Incompletemessages
Alternativesalesdocuments
Deliveryblock
Billingblock
Immediatedelivery
SubsequentDeliverytype
SubsequentBillingtype
Proposeddeliverydate
Leadtimefordelivery
Proposedpricingdate

PlantDeterminationinsalesorder
Todeterminetheplantinasalesorderthesystemchecksthemasterinthefollowingsequence:
Sequence

MasterData

01

Customermaterialinfo.recordofthesoldtoParty

02

CustomermasterrecordoftheShiptoParty

Sequence

MasterData

03

Materialmasterrecordofthematerial

ShippingPoint
Thefollowingiscombinationwithwhichshippingpointgetsdeterminedautomaticallyinasalesorder:
Shippingpoint=

Plant

+ShippingCondition

+LoadingGroup

(SoldtoParty)

(MaterialmasterGen:Plantdata)

Route
Routeautomaticallygetsdeterminedinsalesorderbasedonfollowingcombination:
Route=

DepartureZone

+ShippingCondition

+TransportationGroup

+TransportationZone

(fromShippingPoint)

(fromSoldtoParty)

(fromMaterialmaster)

(fromShiptoParty)

DeliveryScheduling
Asnamedenotesdeliveryschedulingisschedulingdeliveryforanorder,whichcarriesoutthroughthefollowingimportantdates:
1.Materialavailabilitydate
2.Transportationplanningdate
3.Loadingdate
4.GoodsIssuedate
5.Deliverydate

AvailabilityCheck
Followingarefeaturesofavailabilitycheck:
Itiscarriedoutatitemlevelforaplant
Itisdoneonthematerialavailabilitydate
Ifmaterialavailabilitydateisinthepasttheforwardschedulingisdone,ifnotbackwardschedulingisdone.

ItemCategory
Itemcategorycontrolsbehaviorofmaterialinsalesorder.Inasalesdocument,itmainlycontrolsthefollowing:
Relevanceforbillingofanitem
Billingblock
Pricingrelevance
Businessdatarelevanceitem
Schedulelineallowed
Itemrelevantfordelivery
Returns
Determinecost
Creditactive
Incompletionprocedure
Partnerdeterminationprocedure
Structurescope(relevantforbillofmaterialexplosion)
Valuecontractmaterial
Contractreleasecontrol
ThefollowingiscombinationbywhichItemCategoryautomaticallygetsdeterminedinsalesorder.
ItemCategory=

SalesDocumentType

+ItemCategoryGroup

+ItemUsage

+ItemCategoryofHigherLevelItem

{Materialmaster)

(ifany)

(ifany)

ScheduleLineCategory
Everyitemwhichhasadeliverywillhaveaschedulelineandtheschedulelinecategoryisdeterminedwiththefollowingrule:
ScheduleLineCategory=

Itemcategory

+MRPType
(MaterialMaster)

Itmainlycontrols:
DeliveryBlock
Movementtype
Itemrelevantfordelivery

Req/Assembly
S.No
TransactionCode
Availability

SourceDocument

TargetDocument

ProductAllocation

CopyControl
Itisnormallysetfor
Header
Item
Schedulelinelevels
Tocontrolcopyingprocedurewehave
Datatransferroutines
Copyingrequirements
Switches
Typesofcopyingcontrol:
S.No

TransactionCode

SourceDocument

TargetDocument

1.

VTAA

SalesOrder

SalesOrder

2.

VTLA

SalesOrder

DeliveryDocument

3.

VTFA

SalesOrder

BillingDocument

4.

VTLF

DeliveryDocument

BillingDocument

5.

VTAF

BillingDocument

SalesOrder

6.

VTFF

BillingDocument

BillingDocument

PricingProcedure
PricingisanimportantcomponentinSAPSalesandDistribution.Onceanorderisenteredtakingintoconsiderationsomemajorfactors,thepricingprocedurefortheparticularorderisdetermined.
Themajorfactorsorcombinationistakenintoconsiderationforpricingproceduredeterminationinsalesorder:
PricingProcedureDetermination=

SalesArea

+CustomerPricingProcedure

+DocumentPricingProcedure

(SalesOrganization+DistributionChannel+Division)

(CustomerMasterSalesareadata)

(SalesDocumentType)

Shipping
Thebasisforshippingisdelivery.
Deliverydocumentcontrolsthefollowingindeliveries
Numberrange
Itemnoincrement
Storagelocationrule
Routedetermination
Textdetermination
Deliverysplit
Gen.packingmaterial/item
Orderrequired
Itemcategoryfordeliverycontrols:
Checkminimumdelivery
Availabilitycheck
Relevantforpicking
Storagelocationrequired
Determinestoragelocation
Automaticbatchdetermination
Textdeterminationprocedure
Packingcontrol
Stkdeterm.rule

Billing
BillingissalesprocessisofthecriticalintegrationpointbetweenSDandFIModule.
Ithasgotthefollowingstructure:
1.Header
2.Item

Itmainlycontrols:
No.range
Postingblock(tocontrolspostingofinvoicetoaccounting)
Relevanceforrebate
Accountdeterminationprocedure
Accountdeterminationreconaccount
Accountdeterminationpay.cards
Outputdeterminationprocedure
Cancellationbillingtype

AccountDetermination
AutomaticaccountdeterminationinSAPSalesandDistributionsalesorder&billingdocumentstakeplacebasedonfollowingcombination
AccountDetermination=

SalesOrganization

+Chartof

+AccountAssignment

+AccountAssignment

Accounts

GroupforCustomer

GroupforMaterial

+AccountKey

+G/LAccount
onwhichthepostings
willtakeplace

sap_sd
ContactUs
Privacy

SAPHelpPortal
TermsofUse

LegalDisclosure

basics

configuration

Copyright

config

determination

rules

information

info

sales_and_distribution

FollowSCN