Surya Vangara

Volume 1

SAP Implementation Oriented Training

By Mr.Surya Vangara MBA

Certified Consultant & Corporate Trainer
+91 9985164773
[email protected]
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IS Retail Class Room Features:
AS IS to Go live Real Time Documentation Presentation (End to End)
Step by step Class Room Material with (1000 Pages with screens)
BBP Preparation, Master data Templates, Preparation of Cutover plan
IS Retail Real Time Issues & Solutions with screens, User Training
Integration with POS and WM ,Resume Preparation
IS Retail Volume:2 ADVANCED TOPICS and SCENARIOS Etc.,

Hyderabad
WE ARE GIVING TRAINING FOR

SAP IS OIL/GAS and IS RETAIL

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ONLINE TRAINING
IS Oil/Gas, IS Retail
ONLINE TRAINING ALSO AVAILABLE FOR ALL SAP Modules
Mail id: [email protected]

First Time Introducing in Twin Cities

PROJECT TRAINING
For
FI/CO, PP,QM,PS, MM,SD, HR,ABAP and BASIS

By Surya Vangara
Features
 Implementation On DEV,QT and PRD Servers
 BBP Preparation
 Level 1&2 Trainings
 Preparation of Scope Document
 Estimations
 Up gradation and Roll out Projects
 Documentation Presentation AS IS to Go live
 Integration with FI,CO,MM,SD,PP ,HR and QM
 Real Time Scenarios On DEV Server
 Unit and integration testing on QT Server
 How to resolve the Issues
 How to develop the Reports
 How to interact with users
 Transporting the Request No. DEV to QT
 Master Data Templates
 Cut over Plan
 Go Live On PRD Server
 Support
 Resume Preparation and etc……,

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Training Offering For

IS UTILITIES
IS OIL and GAS
IS RETAL with POS Integration, WM
SAP CRM (Functional/Technical)
SAP WEB DYNPROW
SAP WORKFLOW
APO
SRM
SCM
BW/BI
XI
BASIS
SAP SD (Sales & Distribution with CIN)
FI/CO,
MM,
HR,
ABAP C/A
DATAWAREHOUSING and ORACLE

We are providing Online Lab on (US, UK Servers)

Salient Features:
End to End Implementation Training
Individual Weekends,
Evenings and flexible hours available.
Personal attention to everyone.

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Highly experienced faculty with Real-time scenarios.
Placement Guidance after the training.
Resume Preparation Overview on Implementation & Support
Projects
24 Hours Lab
“AS IS to Go live” Documentation Presentation
Nidhi Technologies is a Leading well established
Consultancy and Training Institute for
SAP New Dimensional Modules
Now @ Nidhi you have an opportunity to learn SAP
Modules by experienced Real Time Consultant with best
practices for implementation.

We are providing Online (US,UK Servers) Lab facility

Please register your slot for FREE DEMO

 Contact at our office directly

Thanks & Regards,

Nidhi Technologies
Contact: [email protected]

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SAP: Stands for Systems Applications & Products in Data Processing

SAP: A Product of ERP (Enterprise Resource Planning)

54 % SAP (SAP cover 65% industries operating with this Software)

SAP Retail Overview

SAP Retail is a completely integrated retailing system. It maps the complete
set of business processes required for competitive assortment strategies,
different retail formats, and ECR-driven logistics and distribution. It provides
all the functions necessary for modeling business processes in a retail
company.

With SAP Retail, SAP has endeavored to model the full "Value Chain," all the
links in the logistics pipeline from consumer to vendor. Retailers can thus
optimize the whole array of business processes and control checks in
managing the flow of merchandise and information among vendors, retailers
and consumers.

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The business process area "Retailing" comprises the procurement, storage,
distribution, and sale of merchandise. SAP Retail supports both wholesale
and retail scenarios.

The Retail Information System (RIS) enables goods movements to be

planned, monitored and tracked throughout the whole supply chain.

The key retailing processes include:

 Assortment Management
 Sales Price Calculation
 Promotion Management
 Allocation
 Requirements Planning and Purchasing
 Goods Receipt
 Invoice Verification and Subsequent Settlement of End-Of-Period
Arrangements
 Warehouse Management
 Picking and Delivery
 Billing
 Store Supply

The retailing processes enable you to control and coordinate the whole value
chain, and thus react swiftly to changes in consumer behavior.

New trends, such as electronic commerce or ECR, flow continually into

ongoing development cycles. SAP Retail also allows for changes in legal
structures or business practices – franchising, for example. This ensures that
retailers not only have a future-proof investment but are able to adapt swiftly
to a changing market. The growth of your company is not hampered by
system constraints, and you can incorporate changes in the real world
smoothly and efficiently into the system.

Organizational Structure
Flexible organizational units make it possible to reproduce even the most
complex corporate structures in the standard system. The large number of
organizational units available in the system enables you to reflect the legal
and organizational structure of your company in the system and represent it
from different viewpoints.

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Their meaning in SAP Retail is described briefly. Many organizational units
are also data retention levels; this means that if there is more than one of a
particular organizational unit, different data can be stored for each one.

Configuration as SAP Retail

Use

The requirements that retail companies place on software solutions, in

particular in the areas of planning and distribution, are different from the
requirements of industrial companies, with their production-oriented
objectives. For this reason, SAP developed a special retail solution, which you
can use by setting up the SAP ECC component as SAP Retail. You do this by
activating the SAP Retail business function set.

Integration

Activating the SAP Retail business function set enables you to use functions
developed specifically for the retail sector. These functions are described in
this documentation. A significant difference between the retail system and a
manufacturing system is the use of the article master as opposed to the
material master. The majority of the retail-specific functions can only be used
with articles and not with materials. In all other functions that are also
relevant for retail, it is possible to use articles. However, it is often not
possible to use articles in production-oriented functions. Note that most of
these functions have not yet been tested with articles. There are no
restrictions for using materials in an ECC system set up as SAP Retail,
however, apart from in the Material Ledger and MRP Area functions.

If you want to use articles in functions with a production focus,

make sure that this has been thoroughly tested in your project.

If you activate the SAP Retail business function set, you cannot
use any other industry solutions. Once you have configured your
system as an SAP Retail system, it cannot be reversed.
In the case of the terms ‘material’ and ‘article’, we differentiate between the
master data and their designation on the system user interface. Whereas
either ‘material’ or ‘article’ is used consistently for both master data records
in the system. this part of the documentation uses ‘material’ for master data
records that were created using the maintenance transactions in the
standard system (manufacturing system), and ‘article’ for master data
records created using the maintenance transactions in SAP Retail.

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Language, Multilanguage, Data Security, Multiple uses of SAP.

R3: Real time 3 tyre architecture

Database:

ERP Architecture

ERP applications are a most commonly deployed in a distributed and often

widely dispersed manner. While the servers may be centralized, the clients
are usually spread to multiple locations throughout the enterprise.

Generally speaking, there are three functional areas of responsibility that is

distributed among the servers and the clients. First, there is the database
component – the central repository for all of the data that is transferred to
and from the clients. Then, of course, the clients – here raw data gets
inputted, requests for information are submitted, and the data satisfying
these requests is presented. Lastly, we have the application component that
acts as the intermediary between the client and the database.

Where these components physically reside and how the processes get
distributed will vary somewhat from one implementation to the next. The two
most commonly implemented architectures are outlined below.

Two-tier Implementations

In a typical two-tier architecture, the server handles both application and

database duties. The clients are responsible for presenting the data and
passing user input back to the server. While there may be multiple servers
and the clients may be distributed across several types of local and wide area
links, this distribution of processing responsibilities remains the same. Figure
1-1 below provides a simple illustration of a two-tier implementation.

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Three-tier Client/Server Implementations

In three-tier architectures, the database and application functions are

separated. This is very typical of large production ERP deployments. In this
scenario, satisfying client requests requires two or more network
connections. Initially, the client establishes communications with the
application server. The application server then creates a second connection
to the database server. Figure 1-2 illustrates this type of implementation.

Three tyre of architecture:

1) Server is not busy; 2) load on the server distributed subsequently, 3)
System performance increases. Due to the single data, duplication will
reduce.

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Definition

Define company

In this step you can create companies. A company is an organizational unit

in Accounting which represents a business organization according to the
requirements of commercial law in a particular country.

You store basic data for each company in company definition. You only
specify particular functions when you customize in Financial Accounting.
Company G0000 is preset in all foreign key tables.

In the SAP system, consolidation functions in financial accounting are based

on companies. A company can comprise one or more company codes.

When you create a company you should bear in mind the following points
relating to group accounting:

 If your organization uses several clients, the companies which only

appear as group-internal business partners, and are not operational in
each system, must be maintained in each client. This is a precondition
for the account assignment of a group-internal trading partner.

 Companies must be cataloged in a list of company IDs which is

consistent across the group. The parent company usually provides this
list of company IDs.

 It is also acceptable to designate legally dependent branches

'companies' and join them together as a legal unit by consolidation.

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Save

Define Company Code

In this activity you create your company codes. The company code is an
organizational unit used in accounting. It is used to structure the business
organization from a financial accounting perspective.

We recommend that you copy a company code from an existing company

code. This has the advantage that you also copy the existing company code-
specific parameters. If necessary, you can then change certain data in the
relevant application. This is much less time-consuming than creating a new
company code. See "Recommendations" for more details about copying a
company code.

If you do not wish to copy an existing company code, you can create a new
company code and make all the settings yourself. You define your company
codes by specifying the following information:

 Company code key

You can select a four-character alpha-numeric key as the company

code key. This key identifies the company code and must be entered
when posting business transactions or creating company code-specific
master data, for example.

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 Company code name

 Address data

The address data is necessary for correspondence and is printed on

reports, such as the advance return for tax on sales/purchases.

 Country currency

Your accounts must be managed in the national currency. This

currency is also known as the local currency or the company code
currency. Amounts that are posted in foreign currency are translated
into local currency.

 Country key

The country key specifies which country is to be seen as the home

country; all other countries are interpreted as "abroad". This is
significant for business and payment transactions because different
forms are used for foreign payment transactions. This setting also
enables you to use different address formatting for foreign
correspondence.

 Language key

The system uses the language key to determine text automatically in

the language of the relevant country. This is necessary when creating
checks, for example.

You do not specify the functional characteristic of the company code until
configuring the relevant application.

You can set up several company codes per client to manage the accounts of
independent organizations simultaneously. At least one company code must
be set up in each client.

To take full advantage of SAP system integration, you must link company
codes to the organizational units of other applications. If, for example, you
specify a CO account assignment (for example, cost center or internal
order) when entering a document in FI, then the system must determine a
controlling area to transfer this data to CO. You must specify how the
system is to determine the appropriate controlling area.

The system derives the controlling area from the company code if you assign
it directly to a company code. You can also assign several company codes to
one controlling area.

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Standard settings

Company code 0001 has already been created in clients 000 and 001 for the
country DE (Germany). All country-specific information ("parameters") is
preset in this company code, such as the payment methods, tax calculation
procedures, and chart of accounts typical for this country.

If you want to create a company code for the USA and its legal requirements,
you must first of all run the country installation program in client 001. The
country of company code 0001 is then set to "US" and all country-specific
parameters related to it are set to the USA. For more information, see the
Set Up Clients activity under "Basic Functions" in the Customizing menu.

Further notes

You should create a company code according to tax law, commercial law, and
other financial accounting criteria. As a rule, a company code in the SAP
system represents a legally independent company. The company code can
also represent a legally dependent operating unit based abroad if there are
external reporting requirements for this operating unit, which can also be in
the relevant local currency.

For segment reporting according to Anglo-American accounting practices,

you need to represent the regions in which the company has significant
dealings. This reporting data can be generated entirely on the basis of
company codes.

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Save

Define plant

The plant is an operating area or branch within a company.

The plant is embedded in the organizational structure as follows:

 The plant is assigned to a single company code. A company code can

have several plants.

 Several storage locations in which material stocks are managed can

belong to a plant.

 A single business area is assigned to a plant and to a division.

 A plant can be assigned to several combinations of sales

organization and distribution channel.

 A plant can have several shipping points. A shipping point can be

assigned to several plants.

 A plant can be defined as a maintenance planning plant.

A plant has the following attributes:

 A plant has an address.

 A plant has a language.

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 A plant belongs to a country.

 A plant has its own material master data. You can maintain data at
plant level for the following views on a material master record in
particular: MRP, Purchasing, Storage, Work scheduling, Production
resources/tools, Forecasting, Quality management, Sales, Costing.

The plant plays an important role in the following areas:

 material valuation

If the valuation level is the plant, the material stocks are valuated at
plant level. If the valuation level is the plant, you can define the
material prices for each plant. Each plant can have its own account
determination.

 inventory management

The material stocks are managed within a plant.

 MRP

Material requirements are planned for each plant. Each plant has its
own MRP data. Analyses for materials planning can be made across
plants.

 production

 costing

In costing, valuation prices are defined only within a plant.

 plant maintenance

If a plant performs plant maintenance planning tasks, it is defined as a

maintenance planning plant. A maintenance planning plant can also
carry out planning tasks for other plants (maintenance plants).

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Save

Define sales organization

In this step, you define the sales organizations in your company. In order
to bring the functional scope of a sales organization in line with your
organization, you should edit the following check list:

 Legally, a sales organization is included in exactly one company

code.

 You can assign one or more plants to one sales organization.

 The sales organization has an address.

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 Within a sales organization, you can define your own master data. This
allows a sales organization to have its own customer and material
master data as well as its own conditions and pricing.

 You can define your own sales document types within a sales
organization.

 You assign sales offices and your own employees to a sales

organization.

 All items in a sales & distribution document, that is, all items of an
order, delivery or a billing document belong to a sales organization.

 A sales organization is the highest summation level (after the

organizational unit Client) for sales statistics with their own statistics
currency.

 The sales organization is used as a selection criterion for the lists of

sales documents and for the delivery and billing due list.

 For each sales organization, you can determine the printer for output
differently based on sales and billing documents.

A sales organization cannot share any master data with other sales
organizations. The master data must be created separately. The data for a
distribution channel or a division can, however, be created for several
distribution channels or divisions.

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Save

Save

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Define distribution channel

In this IMG activity you define distribution channels in your company or

edit distribution channels that already exist. In order to adapt the functional
scope of a distribution channel to the organization in your company, you
should process the following check list:

 You allocate a distribution channel to one or more sales

organizations.

 You allocate one or more plants to a distribution channel.

 Within a distribution channel, you can define your own master data for
customers or materials as well as your own conditions and pricing.

 You can create master data for a representative distribution channel

which is then also used in other distribution channels. To do this, you
have to additionally create the allocation of the representative
distribution channel to the other distribution channels.

 For a distribution channel, you can determine your own sales

document types.

 You can determine sales offices for a distribution channel.

 All items of a sales document belong to a distribution channel. The

entire sales document is therefore entered for a distribution channel.

 The items of a delivery can belong to different distribution channels.

 All items of a billing document belong to a distribution channel.

 The distribution channel can be used as a selection criterion in lists.

 You can determine the printer destination for messages differently for
every distribution channel on the basis of the sales and billing
documents.

A distribution channel does not fulfill the following criteria:

 A distribution channel does not have its own address.

 You cannot allocate your own employees to a distribution channel.

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You specify the representative distribution channels in the menu option
"Define common distribution channels ".

Save

Define division

In this step, you define the divisions in your company

or you edit divisions that already exist.

The division is one of the organizational units in Sales & Distribution and is
also required for business area account assignment for logistics transactions

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in Financial Accounting. The business area for the material is determined
via the plant and the division defined in the material master record.

In order to adapt the functional scope of a division to the organization in your

company, you should process the following check list:

 Allocate a division to one or more sales organizations.

 Allocate a division to one or more distribution channels.

 Allocate a business area to a division from a plant. This way, business

area account assignment can be carried out for transactions in
Materials Management. As of Release 3.0, the business area is
determined in Materials Management from the division and the
valuation area.

 A material is always assigned to one division only. You specify the

division on the first sales & distribution screen in the material master
record.

 You can define your own master data within a division for customers
as well as your own conditions and pricing.

 You can also create shared customer master data and conditions,
which apply to several divisions, using a common division.

 You can define sales offices for a division.

 You can define for each sales document type that all items of a sales
document must belong to the same division.

 The items of a delivery or a billing document can belong to different

divisions.

 The division is used as a selection criterion for lists of sales documents

and the work list for deliveries.

 You can determine the printer destination for messages differently for
every division on the basis of the sales documents.

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Save

Maintain sales office

In this step, you define the sales offices in your company. The definition of
sales offices is optional. You can use the SD System without creating sales
offices. In order to bring the functional scope of a sales office into line with
your organization, you should use the following check list:

 You assign a sales office to one or more sales areas.

 A sales office can be divided into several vendor groups.

 You can assign colleagues to a sales office.

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 A sales office has an address.

 All items in a sales document belong to a sales office.

 The items in a delivery or an invoice can belong to different sales

offices.

 The sales office acts as a selection criterion for lists of sales

documents.

 For each sales office, you can determine the printer for output based
on the sales documents in different ways.

A sales office is not:

 a selection field for the delivery and billing due list.

 a selection field for lists of deliveries and billing documents.

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Save

Maintain sales group

In this step, you define sales groups in your company. The definition of
sales groups is optional. You can use the SD system without creating sales
groups. In order to bring the functional scope of a sales group into line with
your organization, you should use the following check list:

 You can assign a sales group to one or more sales offices.

 You can assign people to a sales group.

 A sales group is responsible for all items in a sales document.

 The items in a delivery or a billing document can belong to different

vendor groups.

 The sales group is a selection criterion for lists of sales documents.

 For each sales group, you can determine the printer for output
differently on the basis of the sales documents.

A sales group is not:

 a selection criterion for lists of deliveries or billing documents

 a selection criterion for the delivery or billing due list

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Save

Maintain storage location

A storage location is the place where stock is physically kept within a plant.

A storage location has the following attributes:

 There may be one or more storage locations within a plant.

 A storage location has a description and at least one address.

 It is possible to store material data specific to a storage location.

 Stocks are managed only on a quantity basis and not on a value basis
at storage location level.

 Physical inventories are carried out at storage location level.

 A storage location can be assigned to a warehouse number in the

Warehouse Management System. You can assign more than one
storage location to the same warehouse number within a plant.

 Storage locations are always created for a plant.

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Save

Maintain purchasing organization

In this step, you set up your purchasing organizations.

From the Materials Management and Purchasing view, the purchasing

organization is responsible for all purchasing activities (including the
processing of requests for quotations and purchase orders, for example).

The purchasing organization is integrated within the organizational structure

as follows:

 A purchasing organization can be assigned to several company codes.

(= Corporate-group-wide purchasing).

 A purchasing organization can be assigned to one company code.

(= Company-specific purchasing).

 A purchasing organization can also exist without being assigned to a

company code.

o Since each plant must be assigned to a company code, the

latter can be determined via the plant at the time of each
procurement transaction even if the procuring purchasing
organization has not been assigned to a company code.

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 A purchasing organization must be assigned to one or more plants.
(= Plant-specific purchasing).

 A purchasing organization can be linked to one or more other

purchasing organizations.
(= reference purchasing organization)
For more on this topic, refer to Assign Purchasing Organization to
Reference Purchasing Organization.

 A purchasing organization can be divided into several purchasing

groups that are responsible for different operational areas.

 Each purchasing organization has its own info records and

conditions for pricing.

 Each purchasing organization has its own vendor master data.

 Each purchasing organization evaluates its own vendors using MM

Vendor Evaluation.

 Authorizations for processing purchasing transactions can be assigned

to each purchasing organization.

 All items of an external purchasing document, that is, request for

quotation, purchase order, contract, or scheduling agreement, belong
to a purchasing organization.

 The purchasing organization is the highest level of aggregation (after

the organizational unit "client") for purchasing statistics.

 The purchasing organization serves as the selection criterion for lists of

all purchasing documents.

Possible organizational forms

You can organize your purchasing function in the following ways:

 Corporate-group-wide purchasing

 Company-specific purchasing

 Plant-specific purchasing

All of these forms can co-exist within a single client.

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Corporate-group-wide purchasing:

A purchasing organization is responsible for the purchasing activities of

different company codes.
In this case, you do not assign a company code to the purchasing
organization, but specify the company code concerned for each individual
purchasing transaction. You assign plants from different company codes to
the purchasing organization.

Company-specific purchasing:

A purchasing organization is responsible for the purchasing activities of just

one company code.
In this case, you assign a company code to the purchasing organization. The
purchasing organization may procure only for this company code. You assign
only plants of the company code concerned to the purchasing organization.

Plant-specific purchasing:

A purchasing organization is responsible for the purchasing activities of one

plant.
In this case, you assign the plant and the company code of the plant to the
purchasing organization. The purchasing organization may procure for this
plant only.

Save

Define shipping point

In this step, you define the shipping points in your company or edit
shipping points that already exist. In order to adapt the functional scope of a

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shipping point to the organization in your company, you should process the
following check list:

 The shipping point is the top level in the organization for shipping.

 A shipping point can be allocated to several plants.

 A shipping point can be divided into several loading points.

 A delivery is always initiated from exactly one shipping point. Thus, all
items of a delivery belong to one shipping point. Groups of deliveries
also belong to exactly one shipping point.

 You can influence delivery scheduling via allocation to departure

zones.

 The shipping point can be proposed automatically during order

processing depending on the plant, loading group and shipping
condition.

 A shipping point has an address.

 The shipping point is used as a selection criterion for lists of deliveries

and the work list deliveries.

 The shipping point is used as a selection criterion for processing

deliveries like printing, picking or goods issue.

 You can determine the printer destination for messages differently for
every shipping point on account of shipping documents.

Define Credit Control Area

In this step, you define your credit control areas. The credit control area is
an organizational unit that specifies and checks a credit limit for customers.

Note

A credit control area can include one or more company codes. It is not
possible to assign a company code to more than one control control area.
Within a credit control area, the credit limits must be specified in the same
currency.

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Click on New entries

Save

Define Business Area

In this section you create business areas. A business area is an

organizational unit within accounting that represents a separate area of
operations or responsibilities in a business organization.

When defining a business area, you enter a four-character alphanumeric key

and the name of the business area.

In a client, you can set up several business areas to which the system can
assign the postings made in all company codes defined in this client. To

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ensure consistency in document entry, you should give business areas the
same name in all company codes.

You make all other specifications for your business areas in the Financial
Accounting Implementation Guide.

Click on new entries

Save

Define Functional Area

In this activity you create your functional areas.

Example

Typical functional areas are Sales, Production, Marketing, Administration and

Research & Development.

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An organizational unit in Accounting that classifies the expenses of an
organization by functions such as:

 Administration

 Sales and distribution

 Marketing

 Production

 Research and development

Classification takes place to meet the needs of cost-of-sales accounting.

Click on new entries

Save

Maintain consolidation business area

In this activity you create consolidation business areas. A consolidation

business area is an accounting organizational unit that represents a central
business segment within a business organization and that has a balance
sheet which can be included in business area consolidation.

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In the SAP system, you execute the functions for consolidating business
areas based on consolidation business areas.

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Maintain FM Area

In this step, you create your financial management (FM) areas. The
financial management area is an organizational unit within accounting
which structures the business organization from the perspective of Cash
Budget Management and Funds Management.

You define the functional characteristics of FM areas separately for both Cash
Budget Management and Funds Management in the implementation guide for
each of these areas.

To be able to take advantage of the high degree of integration in the SAP

system, you must link the FM areas with organization units from other
applications. For example: if you assign a Financial Accounting document to
a Funds Management object (such as a commitment item or funds center),
the system has to determine an FM area, so that it can record the data in
Funds Management. For this reason, you must specify how the appropriate
FM area is to be determined.

The FM area is taken from the company code when you assign a company
code to an FM area. More than one company code can be assigned to an FM
area.

You make this assignment in the second step by assigning the company code
(relevant to Cash Budget Management or Funds Management) to an FM area.
For more information on this, see step "Assign company code to FM
area".

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Assignment

In this section you create references between the organization units you
have defined.

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Once you have linked the organizational units, you have built the framework
for processing business transactions.

Assign company code to company

In this step you assign the company codes which you want to include in the
group accounting to a company.

Save

Assign plant to company code

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In the IMG activity "Assignment Plant - Company Code" you assign each
plant to a company code.

A plant can only belong to one company code.

Note

Complete functionality of the system can only be ensured if the plants

assigned to a company code are only those situated in the same country as
the company code.

It is therefore recommended that you also create a company code for each
country in which a plant is situated.

Examples

 Only then are tax postings created when transferring stock between
plants in different countries.

 The taxation procedure and Intrastat declaration are supported only

for the country of the company code.

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Save

Assign sales organization to company code

You can use this step to define the allocation of sales organizations to
company codes. This establishes a link between the SD and FI systems. A
sales organization belongs to just one company code.

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Save

Assign distribution channel to sales organization

In this step, you allocate the distribution channels to a sales

organization. In this case, as many distribution channels as desired can
belong to a sales organization. In addition, a distribution channel can be valid
for several sales organizations.

Save

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Assign division to sales organization

In this step, you allocate as many divisions as desired to a sales

organization. Any one division can belong to several sales organizations.

Save

Set up sales area

In this step, you set up the sales areas. You can create a sales area for any
combination of sales organization, distribution channel and division.

Save

Assign sales office to sales area

In this step, you can allocate as many sales offices as desired to the sales
areas. Any one sales office can belong to several sales areas at the same

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time. The sales areas previously defined are automatically proposed as
defaults for allocation.

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Save

Assign sales group to sales office

In this step, you can assign as many sales groups as desired to the sales
offices. Any one sales group can belong to several sales offices.

Save

Assign sales organization - distribution channel - plant

Use this step to assign any number of plants to a combination of sales organization and distribution
channel. A plant can be assigned more than once.

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Save

Assign purchasing organization to company code

In this Implementation Guide (IMG) activity, you assign purchasing

organizations to company codes.

Note

For information on maintaining purchasing organizations, see the IMG

activity Maintain purchasing organizations.

You have the following options:

 You can assign a purchasing organization to one company code. This is

company-specific purchasing.

 You can assign a purchasing organization to no company code. This

purchasing organization can then procure for all plants assigned to it,
irrespective of the company code to which the plant belongs.

Since each plant must be assigned to a company code, the company

code can be determined via the plant in each procurement transaction,
even if the procuring purchasing organization is not assigned to a
company code.

 A purchasing organization must be assigned to one or more plants.

This is plant-specific purchasing.

For more information, see the IMG activity Assign purchasing

organization to plant.

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Save

Assign purchasing organization to plant

In this IMG activity, you assign purchasing organizations to the plants for
which they are responsible.

You have the following options:

 One purchasing organization procures for one plant.

This is plant-specific purchasing.

 One purchasing organization procures for several plants.

 Several purchasing organizations procure for one plant.

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Save

Assign shipping point to plant

In this step, you can allocate as many shipping points as desired to the
plants. Any one shipping point can belong to several plants.

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Save

Assign company code to credit control area

In this step, you assign company codes to a credit control area.

Requirements

You must first have performed the steps "Create company codes" and
"Create credit control area".

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Save

Assign business area to consolidation business area

In this step you allocate the business areas to consolidation business

areas, as required for consolidation.

Save

Assign company code to financial management area

In this IMG activity, you assign each company code which is relevant to
Cash Budget Management or Funds Management to a FM area.

In the case of cross-company-code Cash Budget Management/Funds

Management, you can combine several company codes in a single FM area.
You must assign all the company codes in question to the same FM area.

New entries

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Save

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Customer Creation Customization Settings

Define Account Groups with Screen Layout (Customers)

You can also define reference account groups for one-time accounts. You can
use these to control the fields of the one-time account screen so that, for
example, certain fields are displayed as required fields or are hidden.

When creating a customer account, you must specify an account group. You
can specify a reference account group under "Control" in the "General data"
part of a one-time account's master data. If you do not specify a reference
account group, then, as previously, all fields of the one-time account screen
are ready for input during document entry.

You use the account group to determine:

 the interval for the account numbers

 whether the number is assigned internally by the system or externally

by the user (type of number assignment)

 whether it is a one-time account

 which fields are ready for input or must be filled when creating and
changing master records (field status)

Example:
You want to hide the address, communication and bank data fields for
the one-time accounts. You determine the field status in the general
data area for these fields since the fields are contained in this area.
The reconciliation account field is defined as a required field since a
reconciliation account must also be specified for the one-time
accounts. This field is company code-dependent. You define the status
of this field in the company code-dependent data area.

With the account groups, you group accounts together according to the
criteria mentioned above, for example, one-time accounts. You determine
the account number interval and the type of number assignment using the
number ranges.

Note

If you create new account groups, do not forget to maintain the field status.
Otherwise all corresponding fields are shown. It is recommended that you
control the field status via the account groups. In exceptional cases, it can

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make sense to control the field status either dependent on company code or
dependent on transaction.

Note on changing the account group

You may only delete an account group from the system if there are no
master records referencing this account group. Otherwise you can no longer
display or change the master record.

 Changing the field status definition

If you hide a field at a later stage in which you had already made an
entry, the field contents are still valid.

 Changing number ranges

You can increase the upper limit of the number interval as long as
there is no other interval containing the required numbers. You can
allocate a new number range to the account group. The numbers of
the new master records must then be contained in the new area.

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Save

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Save

Create Number Ranges for Customer Accounts

In this activity you create the number ranges for the customer accounts. To
do this, specify the following under a two-character key:

 A number interval from which the account number for the customer
accounts is to be selected

 The type of number assignment (internal or external number

assignment)

Allocate the number ranges to the account groups for customers.

Note

The type of number assignment is especially important. The following are

possible:

 Transferring the numbers of your customers/vendors from an existing

system or a pre-system (external assignment: you enter a number
when creating a master record).

 Creating the master records under new numbers assigned by the SAP
system (internal assignment: the system assigns a number when
creating the master records).

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External number assignment, for example, is useful if you transfer master
data from a pre-system. In all other cases, you should use the internal
number assignment. The SAP system offers a number of help functions to
determine an account number.

Click on change intervals

Save

Assign Number Ranges to Customer Account Groups

In this step you assign the number ranges you created in the preceding step
to the account groups for customers. You can use one number range for
several account groups.

Assign the required number ranges to the account groups.

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Save

Partner Determination

In the following menu options, you define the rules according to which
automatic partner determination is to be carried out.

When creating a customer master record, the SAP System proposes the
allowed partner functions to be maintained. According to the rules defined
here, the partners are adopted from the customer master records of the
sold-to parties into the sales and distribution documents.

You have to edit the following points for the function "Partner
determination":

 Partner function

You define with the help of the partner function which functions exist
for the partners ( customers, vendors, employees, and so on) in
your system.

 Partners allowed for each account group

You allocate the permitted partner functions to every account group

customer.

 Function conversion

You can define the key of the partner functions according to the
language.

 Partner object

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Partners are possible in the customer master record and the so-called
partner objects in the sales and distribution documents. Select a
partner object and define the rules for partner determination for this
object.

 Partner determination procedures

You define partner determination procedures which contain all the

allowed partner functions for every partner object.

 Procedure allocation

You allocate each partner determination procedure to an actual partner

object using a key, for example, to an account group customer or a
sales document type.

Partners are contained both in the customer master records and in the sales
and distribution documents. You define partner determination for each of
these objects individually.

The following partner objects exist:

 customer master record

 sales document

o header

o item

 delivery

o header

 billing document

o header

o item

 sales activity

After defining the partner functions, select one partner object after the other
and define the partner determination procedures for the selected object.

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Only when you have checked and, if necessary, changed the partner
determination for all the partner objects is the function "Partner
determination" completed.

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Select PDP and double click on Partner Function in Procedure

Assign like

Save

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Save

Like SP and SH also save it.

Creation Customer Master

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Use

You enter data on business partners with whom your company has a
business relationship in master records. Master records contain all data
necessary for processing business transactions. This is known as master
data.

If you enter all master data, you spend less time processing business
transactions because the system proposes the master data in these
transactions.

Financial Accounting and Logistics use master data. General data and data
relevant to both departments is stored in shared master records to avoid
duplication.

Features

You can create and change master records using groups of data that differ in
the level of detail.

Master records for business partners who are customers or vendors have the
following structures:

Customer Master Records Vendor Master Records

 General Data

General data does not depend on the company code, the sales and
distribution organization or the purchasing organization. General data
applies to one business partner for all company codes, and in all sales
areas and purchasing organizations. It includes:

o Company name
o Address

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o Telephone number

General data is not limited to information used by both Financial

Accounting and Logistics. The unloading point, for example, is unique
for a customer and is only relevant for Sales and Distribution.
However, because it is not part of the sales and distribution
organization of your company, it is not sales and distribution data. It is
general data.

If you edit a master record using the customer or vendor number

without specifying a sales area, a purchasing organization, or a
company code, the system displays only general data screens.

The department that creates the master record for a business partner
also enters general data. If Financial Accounting creates the master
record, it must also enter general data, such as the address. When
Logistics then enters data, the general data for the business partner
exists. Logistics can display the general data.

 Company Code Data

Company code data only applies to one company code. This data is
only relevant to Financial Accounting, and includes:

o Account management data

o Insurance data

If you edit a master record, you must specify the customer or vendor
number and company code to access the screens containing company
code data.

You can only invoice a business transaction if the data on the payer
partner function is entered in the Financial Accounting view.

 Sales and Distribution Data

The data for one customer can differ for each sales area. The sales
area is a combination of sales organization, distribution channel and
division. This data is only relevant to Sales and Distribution, and
includes:

o Pricing data
o Delivery priority
o Shipping conditions

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If you edit a customer master record, you must enter the customer
number and the sales area in order to access screens containing sales
and distribution data.

You can only process sales and distribution transactions, for example,
a sales order, after entering the sales and distribution data for a
customer.

 Purchasing organization data

The data for one vendor can differ for each purchasing organization.
This data is only relevant to Purchasing, and includes:

o Purchasing data

o Partner functions

o Other data retention levels within the purchasing organization

In addition to data that is valid for the whole purchasing

organization, you can enter information on the Purchasing data
and Partner functions screens that is only valid for a particular
site or vendor sub-range. This includes terms of payment or
incoterms that differ from those valid for the purchasing
organization. Such data is retained at the following levels:

 Vendor sub-range

 Site

 A particular combination of vendor sub-range and site

You negotiate better prices and conditions for a particular

vendor sub-range than those valid for the purchasing
organization. You create a vendor sub-range and maintain the
different terms of payment for it.

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Enter

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Click on company date tab

Click on sales area data tab

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Click on shipping tab

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Click on Billing tab

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Click on partner Functions

Save

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Define Account Groups with Screen Layout (Vendors)

In this step you determine the account groups for vendors.

You can also define reference account groups for one-time accounts. These
enable you to control the fields in the one-time account screen. You can, for
example, make certain fields required fields and suppress others.

When creating a vendor account, an account group must be specified. You

can enter a reference account group in the "General data" section of the one-
time account master record under "Control data". If you do not specify a
reference account group, all fields in the one-time account screen for
document entry are ready for input (as before).

Via the account group you determine

 The interval for the account numbers

 Whether the number is assigned internally by the system or externally

by the user (type of number assignment)

 Whether it is a one-time account

 Which fields are ready for input or must be filled when creating and
changing master records (field status)

Example:
In the one-time accounts you want to suppress the address,
communication and bank detail fields. These fields are part of the
general data and so you set the field status in the general data
section. Define the reconciliation account as a required field since this
is a required entry for one-time accounts as well. The field is company
code-dependent so you define the status for this field in the company
data section.

With the account groups, you group accounts together according to the
criteria mentioned above, for example, one-time accounts. You determine
the account number interval and the type of number assignment by using
number ranges.

Note

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Do not forget to maintain the field status when you create new account
groups. If you do not mark a status for a field group, all the corresponding
fields are displayed. We recommend that you control the field status by
account group. In exceptional cases it may make sense to control the field
status by company code or transaction.

Notes on changing the account group

You can only delete an account group from the system if no master record
refers to this account group. Otherwise you can no longer display or change
the master record.

 Changing the field status definition

If you suppress a field which you have already filled in at an earlier

date, the field content is still effective.

 Changing number ranges

You can increase the upper limit of the number range interval as long
as no other interval contains the required numbers. You can assign a
new number range to the account group. The numbers of the new
master records must then be within the new range.

New entries

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Save

Go to details

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Save

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Create Number Ranges for Vendor Accounts

In this activity you create the number ranges for vendor accounts. To do this,
specify the following under a two-character key:

 A number interval from which the account number for the vendor
accounts is to be selected

 The type of number assignment (internal or external number

assignment)

Assign the number ranges to the account groups for vendors.

Note

The type of number assignment is especially important. The following is

possible:

 Transferring the numbers of your vendors from an existing system or a

pre-system (external assignment)

 Creating the master records under new numbers assigned by the SAP
System (internal assignment)

External number assignment is useful, for example, if you transfer master

data from a pre-system. In all other cases, you should use the internal
number assignment. The SAP System offers a number of help functions to
determine an account number. Therefore the account numbers no longer
have to be "mnemonic". This includes, among other things, the matchcode or
the field Prev.acct no. in the vendor master record.

Click on change intervals

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Save

Assign Number Ranges to Vendor Account Groups

In this step you allocate the number ranges you created in the preceding
step to the account groups for vendors. You can use one number range for
several account groups.

Activities

Allocate the required number ranges to the account groups.

Save

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Partner Determination

In this section, you set up the partner determination facility.

In Purchasing, you have contact with various business partners (e.g. vendors
or carriers).

For each account group, you can define which roles the business partners
may assume.
For example, you can specify that certain vendors may function as ordering
addresses only - not as invoicing parties.

You can use partner roles both within a corporate group and to define
relationships between independent firms.

Examples:

- Within the vendor corporate group Steel Inc., the company code
South-East Steel Co in Orlando can have the role of ordering address
and plant 1000 in Atlanta the role of goods supplier.

Define Partner Schemas

In this step, you define partner determination schemas.

Partner schemas allow you to group various partner roles. You can specify
that certain roles in a schema are mandatory, i.e. cannot be changed after
entry.

You have the option of defining different partner schemas at different data
retention levels within the vendor master record.
For example, you can have a different ordering address at the more specific
level "purchasing organization/vendor sub-range/plant" than at the more
general level of the purchasing organization.

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Save

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Assign Partner Schemas to Account Groups

In this step, you assign partner schemas to account groups.

Example

Account group 0001 has the partners "vendor", "goods supplier", and
"invoicing party". Account group 0002 has the same roles plus the roll of
"different payee".

Save

Define Permissible Partner Roles per Account Group

Example

You can specify that certain vendors may only serve as an ordering address,
not as an invoicing party.

Activities

Maintain the partner roles of the vendor.

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Save

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Creation Of Vendor Master

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Enter

Enter

Enter

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Save

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