paragon sd configuration
DESCRIPTION
SAP SD CONFUIURATIONTRANSCRIPT
SD Configuration Document
SD Configuration Document
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SD Configuration Document
1 Organisation Structure
Config-ID and Title: SD00001Define sales organisation
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: A organizational unit in Logistics that structures the company according to its sales requirements.
A sales organization is responsible for selling materials and services.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check sales organisation
Client dependent settings: Yes
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SD Configuration Document
Now, select one sales organisation and click on for entering address and other details.
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SD Configuration DocumentConfig-ID and Title: SD00002
Distribution channelOrganization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: A channel through which saleable materials or services reach customers.
A distribution channel can be assigned to one or more sales organizations
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel
Client dependent settings: Yes
Click on the and the below mentioned screen appearsLast changed on: Last changed by: XX Team Version: Page 5 of 110
SD Configuration Document
Config-ID and Title: SD00003Define Division
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: An organizational unit based on responsibility for sales or profits from saleable materials or services
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Definition -> Logistics General -> Define, copy, delete, check division
Client dependent settings: Yes
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SD Configuration Document
Click on the and the below mentioned screen appears
Double click on the Define division and below shown screen appears
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SD Configuration DocumentConfig-ID and Title: SD00004
Define Sales officeOrganization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: A channel through which saleable materials or services reach customers.
A distribution channel can be assigned to one or more sales organizations
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Maintain sales office
Client dependent settings: Yes
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SD Configuration DocumentConfig-ID and Title: SD00005
Define shipping pointOrganization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: The shipping points in your company or edit shipping points that already exist. In order to adapt the functional scope of a shipping point to the organization in your company.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Define -> Logistics Execution -> Define, copy, delete, check shipping point
Client dependent settings: Yes
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SD Configuration Document
For sales transactions, the system will use the shipping points.
Double click on the shipping points to configure the same. All shipping point codes are identical to plant codes.
The list of configured shipping point is mentioned.
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SD Configuration Document
Complete list of shipping points are attached.
Shp point.xls
Config-ID and Title: SD00006Assign sales organisation to company code
Organization/Area: SD
ERP Responsible: SD Team
File SD_Config.doc
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SD Configuration DocumentName:
Responsibility: SD Team Status: Open / Closed
Header
Description: This establishes a link between the SD and FI systems. A sales organization belongs to just one company code.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organisation to company code
Client dependent settings: Yes
Config-ID and Title: SD00007Assign distribution channel to sales organisation
Organization/Area: SD
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SD Configuration DocumentERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Closed
Header
Description: As many distribution channels as desired can belong to a sales organization. In addition, a distribution channel can be valid for several sales organizations.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign distribution channel to sales organisation.
Client dependent settings: Yes
Config-ID and Title: SD00008Assign division to sales organisation
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
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SD Configuration DocumentResponsibility: SD Team Status: Open / Closed
Header
Description: As many divisions as desired to a sales organization. Any one division can belong to several sales organizations.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organisation.
Client dependent settings: Yes
Complete list of division assignments is attached
Sales org-div.xls
Config-ID and Title: SD00009Setup sales area
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: A sales area can be assigned for any combination of sales organization,
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SD Configuration Documentdistribution channel and division.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Setup sales area.
Client dependent settings: Yes
Complete list of sales area is attached
Sales Area.xls
Config-ID and Title: SD00010Assign sales office to sales area
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
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SD Configuration DocumentDescription: One sales office can belong to several sales areas at the same time.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales office to sales area.
Client dependent settings: Yes
Sales area-sales office.xls
Config-ID and Title: SD00011Assign sales organisation with distribution channel and plant
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
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SD Configuration DocumentDescription: In this step, assign any number of plants to a combination of sales
organization and distribution channel. A plant can be assigned more than once.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organisation – distribution channel - plant
Client dependent settings: Yes
List attached
Sales Org-Dist Chn-Plant.xls
Config-ID and Title: SD00012Assign sales area to credit control area
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this step, you assign the sales area with the credit control area.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and Last changed on: Last changed by: XX Team Version: Page 18 of 110
SD Configuration DocumentDistribution -> Assign sales area with the credit control area
Client dependent settings: Yes
Config-ID and Title: SD00013Assign business area to plant and division.
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: Revenue accounting in Financial Accounting and value postings for goods movements in Inventory Accounting can be represented separately for each business area.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and
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SD Configuration DocumentDistribution -> Business Area Account Assignment
Client dependent settings: Yes
Click on to do the business area assignment with plant and division.
Click on to assign the business area with plant and division.
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SD Configuration Document
plant-div-BA.XLS
Config-ID and Title: SD00014Assign shipping point to plant.
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: Revenue accounting in Financial Accounting and value postings for goods movements in Inventory Accounting can be represented separately for each business area.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Assignment -> Logistics Execution Assign shipping point to plant
Client dependent settings: Yes
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SD Configuration Document
Click on to assign the shipping point
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SD Configuration Document
Config-ID and Title: SD00015Define Common distribution channel
Organization/Area: SD
ERP Responsible: SD Team
File SD_Config.doc
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SD Configuration DocumentName:
Responsibility: SD Team Status: Open / Closed
Header
Description: The master data shared by several distribution channels applies to conditions and customer and material master data. This helps you minimize the cost of creating and maintaining the master data.
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Master data -> Define common distribution channels
Client dependent settings: Yes
Config-ID and Title: SD00016Define Common divisions
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
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SD Configuration DocumentHeader
Description: The common master data across various divisions refer to the conditions and the customer master data. You thus minimize the effort of entering and managing master data.
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Master data -> Define common divisions
Client dependent settings: Yes
Config-ID and Title: SD00017Define Terms of Payment.
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
HeaderLast changed on: Last changed by: XX Team Version: Page 25 of 110
SD Configuration DocumentDescription: In this option, you define the terms of payment for the customer master
records required for sales and distribution. Specify the terms of payment in the customer master records.
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Master data -> Business Partners Customers Billing Document Terms of Payment
Client dependent settings: Yes
Click to define the terms of payment.
Click on this and then click to view details of the payment terms
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SD Configuration Document
List of Payment terms
List of Payment terms.XLS
2 Sales
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SD Configuration Document
Config-ID and Title: SD00019Define Sales Document Types
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: The sales document types represent the different business transactions in Sales and perform a central controlling function for the entire sales order process.
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Sales -> Sales Documents Sales Documents Header Define Sales Document Types
Client dependent settings: Yes
Click on and go to sales document header
Click on and go to Define document types and click on .
List of Order types are mentioned below
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SD Configuration Document
Config-ID and Title: SD00020Assign Sales Area to Sales Document Types
Organization/Area: SD
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SD Configuration DocumentERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this menu option, you allocate the allowed order types to each sales area group.
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Sales -> Sales Documents Sales Documents Header Assign Sales Area to Sales Document Types
Client dependent settings: Yes
Click on to assign the permitted sales area.
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SD Configuration Document
Double Click on the Assign sales order types permitted for sales area
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SD Configuration Document
sales area-sales order.XLS
Config-ID and Title: SD00021Define Item Categories
Organization/Area: SD
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SD Configuration DocumentERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: Item category defines sales relevant features of document items including planning, pricing, billing or commission relevance .
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Sales -> Sales Documents Sales Documents Item Define Item categories.
Client dependent settings: Yes
Click on to see the details of the item category.
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SD Configuration Document
Config-ID and Title: SD00026Assign Item Categories
Organization/Area: SD
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SD Configuration DocumentERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this menu option, you can specify which item categories the system proposes during document processing for each sales document type and item category group. At the same time, you can specify additional item categories with which the system default can be overwritten. There is a maximum of three possible alternative item categories
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Sales -> Sales Documents Sales Documents Item Assign Item categories.
Client dependent settings: Yes
Item categories are assigned with the sales order types to make the system understand how the order should work.
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SD Configuration Document
Config-ID and Title: SD00027Define Schedule line category
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
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SD Configuration DocumentResponsibility: SD Team Status: Open / Closed
Header
Description:
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Sales -> Sales Documents Schedule Lines Define Schedule Line Categories
Client dependent settings: Yes
Click on to define the schedule line categories.
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SD Configuration Document
In the schedule lines you assign the movement types, the system will use while the goods are delivered or taken back. You also mention whether the line item is relevant for delivery or not.
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SD Configuration Document
Click on the to view the schedule line.
Config-ID and Title: SD00028Assign Schedule line category
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SD Configuration DocumentOrganization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description:
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Sales -> Sales Documents Schedule Lines Assign Schedule Line Categories
Client dependent settings: Yes
Click on to assign the schedule line categories.
You assign the schedule line categories with the item categories.
3 Pricing
Config-ID and Title: SD00030Pricing
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SD Configuration DocumentOrganization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: The following sections describe how pricing is controlled
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Basic Functions -> Pricing
Client dependent settings: Yes
Condition Tables
In this activity, you define price dependencies. You can make prices, surcharges, and discounts dependent on almost all the fields in a document. You define these dependencies using the condition tables. In a condition table, you define the combination of fields for which you can create condition records.
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SD Configuration Document
Price elements are represented in the SAP system by condition types. Price elements can be, for example, prices, surcharges, discounts, taxes or, freight, and are stored in the system in condition records.
Access Sequence
The access sequence is a search strategy which the SAP System uses to search for condition records valid for a condition type.
For example, you can define for a price that the SAP System first searches for a customer-specific price and then for a price list price.
Pricing Procedure
A pricing procedure defines how values posted in the SAP system are calculated.
A pricing procedure can consist of the following types of rows:
• Base rows, which contain the amount or quantity to which overhead is applied
• Calculation rows, which contain a percentage rate to be applied to the base lines
• Totals rows, which contain a sum of base amounts and calculated amounts
Define Condition table
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SD Configuration Document
To create a new condition table double click on the “Create condition tables” line.
Here you to give the number of the new condition table. SAP has reserved the condition table number range till 900. The customised condition table should start after 900.
Define Condition type
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SD Configuration DocumentCondition tables are client independent
To create a new condition type, double click on the “Maintain condition type” line.
List of Condition type
Cond type DescriptionZABT Abatement
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SD Configuration Document
ZAM6 Rule 6 (3) B
ZASSIN A/R Assessable Va
ZASV Assessable ValZCD Prc - Cr & DrZDIM Manual DiscountZDIP Dis.ZDIS 100% of excise
ZEXPSale price - Exports
ZFRT FreightZHEC Sec Edu Cess
ZINTInt. Co. price AFS
ZMRP MRP - AFSZPR0 PriceZPRC PriceZPRS Cost - Depot
ZRUBBase for tax on cess
ZSAF Sale price - AFSZSFT ST price
ZSINInt. Co. pric NonAFS
ZSLPSale price - Falcon
ZSOS Sale price - SOS
ZSPTSale price - Tyres
ZSSCSocial Security Cess
ZSTFStck Transfer Rate
ZTCS TCSZTOC Tax on CessZTOV Add. tax on VatJCST CSTJLST LSTJEXP ExciseJCES Edu Cess
To maintain the details of a condition type select the condition type and click on .
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SD Configuration Document
Condition types can be defined as taxes, discounts, prices etc. This helps the pricing procedures how to treat the condition types.
Prices are always quantity based.
Discounts can be percentage or fixed amount
Surcharges are percentage based.
The condition type which will be used as an AFS pricing (for e.g. the condition record which will be maintained with grid value, requirement category etc) should be marked as AFS condition type.
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SD Configuration Document
Access sequences are client-independent
To create new access sequences double click on the “Maintain Access Sequence” line
The access sequences are attached with the condition types.
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SD Configuration Document
The condition tables are attached in the access sequences for the condition type to pick up the value.
To attach the condition table select the access sequence and double click on “Accesses”.
In the above screen shot “10” is the access number and “5” is the condition table.
Exclusive indicator is marked because if the system finds any value in the first access sequence then the system will not go to the next one.
To find out the fields which is there in the condition table, then select the line and click on
.
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SD Configuration Document
Clicking on you can define and assign pricing procedures
To define the pricing procedure, double click on the “Maintain Pricing Procedure”.
List of Pricing procedures
Proced Description
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SD Configuration Document
ure
ZCRDRFCr and Dr Note - Fal. & Tyre
ZINCNS ConsignmentZINEXP Export SaleZINFAC Factory SalesZINFAL Falcon SalesZININT Intercompany SalesZINMIS Miscellaneous
ZINRUBIntercompany Rubber sale
ZINSOSPricing proc. sale of service
ZINSTO Stock TransferZINTYR Tyre Sales
ZSMPLSamples & Replacements
ZSTONF Stock Transfer - AFS
To configure the pricing procedure you have to select the pricing procedure and double
click on .
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SD Configuration Document
Step: This number determines the sequence of the conditions within a procedure
Cntr: Access number of the conditions within a step in the pricing procedure. During automatic pricing, the system takes into account the sequence specified by the counter.
Ctyp: Condition type
Description: Description of the condition type
Fro: Condition step, the value of which is the basis for percentage surcharges.
To: Condition step up to which the condition values of the previous steps are totalled. Percentage surcharges are calculated on the basis of the total.
Man: Marking this denotes whether the condition type has to be entered manually or automatic while creation of sales orders.
Mdt: Marking this check box denotes that particular condition type is mandatory and the system doesn’t allow to save until and unless that condition type exists in the sales order.
Stat: Marking this field denotes that the value of the condition type will not be posted to FI.
P: Controls issue of condition lines when printing documents such as order confirmations or invoices.
SubTo: Controls whether and in which fields condition amounts or subtotals (for example, a customer discount or the cost of a material) are stored.
Reqt: A possible requirement would be, for example, that a difference should be made between document currency and local currency.
AltCty: Alternative formula to the formula in the standard system that determines a condition.
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SD Configuration Document
AltCBV: Formula for determining the condition basis as an alternative to the standard.
ActKy: The account key enables the system to post amounts to certain types of revenue account.
Accrls: With the aid of the account key, the system can post amounts to certain types of accruals accounts.
Determines which pricing procedure the system should apply when you create a sales document for the customer
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SD Configuration Document
In this option you specify the determination of pricing procedure for this type of sales document.
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SD Configuration Document
In this section you assign the document pricing procedure with the sales order types. On the basis of that the system will up the appropriate pricing procedure while creation of sales orders.
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SD Configuration Document
In this option you define the which pricing procedure the system should pick up with the combination of sales area, document pricing procedure and customer pricing procedure.
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SD Configuration Document
4 Revenue Determination
Config-ID and Title: SD00032Revenue Account Determination
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: A process to establish the revenue accounts to which prices, discounts, and surcharges are posted.The system uses conditions to determine the appropriate accounts. the control of revenue account determination for transferring billing values from the SD module to the FI module. Revenue account determination is carried out using the condition technique.
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution -> Basic Functions -> Account Assignment / Costing
Client dependent settings: Yes
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SD Configuration Document
Click on to define the revenue account determination
To determine the revenue account the system checks the account assignment groups in the material master as well as in the customer master.
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SD Configuration Document
A group of materials with the same accounting requirements is maintained in the material account assignment group. This is used by the system when creating an accounting document from a billing document to determine the revenue or sales deduction account.
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SD Configuration Document
Account assignment group for the customer is the group to which the system automatically posts the sales documents. The system uses the account assignment group as one of the criteria during the automatic determination of revenue accounts. The system automatically proposes the account assignment group from the customer master record of the payer.
In this menu option, you define the dependencies of revenue account determination. To do this, you can store the combination of criteria on which account determination should depend in an account determination table.
You can select the following criteria for an account determination table:
• Condition type
• Chart of accounts
• Account group customer
• Account group material
• Account key
• Sales organization
• Distribution channel
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SD Configuration Document• Plant
The system determines the revenue account through condition tables.
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SD Configuration Document
The above shown screen shot shows the standard condition tables for determining the revenue account determination.
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SD Configuration Document
Recommendation: It is recommended that the standard condition tables should be used until and unless there is a very specific business requirement to create a customised condition table for determining revenue account.
In this section you define a new field for determining revenue if the field is not available as shown in the below screen shot.
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SD Configuration Document
In this menu option, you define access sequences and account determination types for automatic revenue account determination.
Using the access sequence, you define
• with which condition tables the SAP System is to access condition records
• in which sequence the condition tables are to be read
• with which field contents the condition records are to be read
In the account determination type, you define the control data access sequence and validity date.
Default settings
• Five access sequences are defined in the standard SAP R/3 System, for example, the access sequences:
o chart of accounts/sales org./acct. group. cust./acct. group mat./account key
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SD Configuration Documento chart of accounts/sales org./account keys
• In the standard SAP R/3 System, an account determination type is stored with the key "KOFI".
With these entries, you can initiate automatic account determination to be carried out by the SAP System.
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SD Configuration Document
The standard access sequence is called “KOFI”. All the condition tables are attached to this access sequence.
Recommendation: It is recommended to use the standard access sequence for determining of revenue account.
To define the condition tables in the access sequence select the access sequence and
click on .
To view the fields of the condition tables select the condition table and click on .
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SD Configuration Document
In this menu option you define your account determination procedures and allocate them to the billing types.
In an account determination procedure, you define the sequence in which the SAP System should read the account determination types used for revenue account determination.
You allocate the account determination procedures to the billing types for which a corresponding account determination is to be carried out.
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SD Configuration Document
To define the account determination procedure double click on the line.
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SD Configuration Document
KOFI00 is the standard procedure for account determination.
Usage: C: Account DeterminationApplication: V: Sales and Distribution
Recommendation: It is recommended that the standard procedure should always be used for account determination.
In this option, you define the assignment of account determination with the Billing types (Invoice document types).
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SD Configuration Document
You define your account keys in this menu option and allocate them to the condition types in the pricing procedures.
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SD Configuration DocumentWith the account keys, you group together similar accounts in financial accounting. Using the account key, the SAP System finds the desired G/L accounts.
This way you can allocate a separate account key to each condition type within a pricing procedure to implement detailed revenue account determination.
For example, you can allocate a freight condition to a freight revenue account, or a surcharge for packaging costs to a corresponding account for packaging revenues
As mentioned earlier (Pricing Procedure), the account keys are the keys with which the system posts the value to the FI.
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SD Configuration Document
In this option you assign the account keys with the pricing procedure.
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SD Configuration Document
In this menu option, you allocate G/L accounts for revenue account determination. You have to make the allocation for every access sequence you have defined beforehand.
A variety of criteria is valid for a G/L account, depending on the key combination. For the key combination "Customer account determination group/Account key" a G/L account depending upon the following criteria, for example, is given:
• Application (key for SD application)
• Account determination type
• Chart of accounts (from the module FI)
• Sales organization
• Customer account determination group
• Account key
Double click on one of the condition table and then you can assign the G/L accounts
In this there are 1 chart of accounts.
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SD Configuration Document
5. Allocation Run type
Config-ID and Title: SD00035Allocation
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Allocation Run
Transaction Code: J3AS
Menu Path: Arun DetailArun type
Client dependent settings: Yes
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SD Configuration Document
Double click on the Arun type to display the detailed view.
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SD Configuration Document
Here, you can define your own set of validations like at the time of Allocation run system should not consider or system should select the sales order stock also etcIn the requirement check it has been defined that the system should not consider the sales order which has been blocked for credit.
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SD Configuration Document
Requirement Selection
Config-ID and Title: SD00035Allocation
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Allocation Run
Transaction Code: J3AS
Menu Path: Arun DetailSelectionRequirement Selection
Client dependent settings: Yes
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SD Configuration Document
Here customized rule type can be defined where by the system will not only consider the sales orders but also another type for which customizing is done.
.
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SD Configuration Document
Stock Selection
Config-ID and Title: SD00035Allocation
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Description: In this section you make settings for Allocation Run
Transaction Code: J3AS
Menu Path: Arun DetailSelectionStock Selection
Client dependent settings: Yes
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SD Configuration Document
Select the stock selection and click on the .
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SD Configuration Document
Select the stock selection and double click on the allowed segments. The ZSMT stock selection has been created for the allocation run for Stock transport order.
In the above screen we have only selected CLABS and KALAB, this s because at the time of allocation run the system will check the unrestricted use stock (CLABS) and for MTO scenario system will only check the stock(KALAB) assigned at the sales order.
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SD Configuration Document
Cross Applications
Config-ID and Title: SD00035Allocation
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Description: In this section you make settings for Allocation Run
Transaction Code: J3AS
Menu Path: Cross applicationsPO Handling
Client dependent settings: Yes
Now select the Define allocation for Stock transport order AFS
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SD Configuration Document
In this section assign the STO order type with the Allocation run type which has been created earlier.
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Set up stock transport order
Config-ID and Title: SD00035Set up Stock Transport Order
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Description: In this section you make settings for Stock Transport Orders
Transaction Code: SPRO
Menu Path: Materials ManagementPurchasingPurchase Order Set up stock traport order
Client dependent settings: Yes
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SD Configuration Document
5
Click on to define the shipping data for plants.
System displays all the plants which have been created in the system.
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Double click on the plant code and system displays the below screen
Define the sales area for which the stock transport will be created.
Create the plant as a customer in the golden master client with the sales area which you mention in the above screen.
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SD Configuration Document
Assign delivery type with checking rule
In the above screen the PO type is assigned with supplying plant, delivery type and checking rule.
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Assign document type, one step procedure
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Logistics execution
Config-ID and Title: SD00035Logistic Execution (Delivery)
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Logistics Execution
Transaction Code: SPRO
Menu Path: IMG -> Logistics Execution Shipping Basic shipping functionsShipping point and goods receiving point determination Assign shipping point
Client dependent settings: Yes
Click on the icon .
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In this screen the shipping point is assigned with Shipping conditions, Loading group and plant
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SD Configuration Document
Logistics execution
Config-ID and Title: SD00035Logistic Execution (Delivery)
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Logistics Execution
Transaction Code: SPRO
Menu Path: IMG -> Logistics Execution Shipping DeliveriesDefine Delivery types
Client dependent settings: Yes
Click on the icon .
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SD Configuration Document
Logistics execution
Config-ID and Title: SD00035Logistic Execution (Delivery)
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Logistics Execution
Transaction Code: SPRO
Menu Path: IMG -> Logistics Execution Shipping DeliveriesDefine Item categories
Client dependent settings: Yes
Click on the icon
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SD Configuration Document
Double click on the Item categories to define.
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SD Configuration Document
Logistics execution
Config-ID and Title: SD00035Logistic Execution (Delivery)
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Logistics Execution
Transaction Code: SPRO
Menu Path: IMG -> Logistics Execution Shipping DeliveriesDefine Item category determination in deliveries
Client dependent settings: Yes
Last changed on: Last changed by: XX Team Version: Page 98 of 110
SD Configuration Document
Logistics execution
Config-ID and Title: SD00035Logistic Execution (Delivery)
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Logistics Execution
Transaction Code: SPRO
Menu Path: IMG -> Logistics Execution Shipping Copying controlSpecify copy control for delveries
Client dependent settings: Yes
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SD Configuration Document
The copy control of delivery is maintained in the combination of sales document type and delivery type. The copy control is configured in 2 levels mentioned below
Header Item
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SD Configuration Document
To define the header levels select the line and click on
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SD Configuration Document
To define the item level, select the target and source document type and click on
Select the appropriate item category and click on .
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6 Billing
Config-ID and Title: SD00036Billing
Organization/Area: SD
ERP Responsible: SD Team
File Name:
SD_Config.doc
Responsibility: SD Team Status: Open / Closed
Header
Description: In this section you make settings for Logistics Execution
Transaction Code: SPRO
Menu Path: IMG -> Sales and Distribution Billing
Client dependent settings: Yes
Click on to define the billing types
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SD Configuration Document
Double Click on the line item to define the billing types
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To define the relevant copy control, double click on the relevant line item.
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