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Configuration of The Sales Document Type

The document describes the configuration settings for sales document types in SAP. It covers settings for the document header, numbering, controls, transaction flow, scheduling agreements, and shipping. Key areas covered include maintaining the document name and type, number assignment, reference and credit check rules, pricing procedures, user statuses, delivery types, and shipment cost profiles. Configuring these areas correctly is important to define sales documents for different business requirements like inquiries, orders, contracts and their associated processes.

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184 views5 pages

Configuration of The Sales Document Type

The document describes the configuration settings for sales document types in SAP. It covers settings for the document header, numbering, controls, transaction flow, scheduling agreements, and shipping. Key areas covered include maintaining the document name and type, number assignment, reference and credit check rules, pricing procedures, user statuses, delivery types, and shipment cost profiles. Configuring these areas correctly is important to define sales documents for different business requirements like inquiries, orders, contracts and their associated processes.

Uploaded by

scribd_girish
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Configuration of the Sales document type 

- T-code VOV8

The IMG Menu path: 

IMG -> Sales and Distribution -> Sales -> Sales Documents -> Sales Document
Header -> Define Sales Document Type.

If require by your business, Copy the sales document types and make necessary
changes.  e.g. from standard sales order type OR to ZOR
A) Title section - Naming and type of Sales document

1) Name - Maintain the name of Sales document type

2) SD category - Maintain Type of document type - Inquiry, quotation, contract


etc.
3) Indicator – Sub-classification - Maintain this indicator - delivery order, Invoice
correction request etc. for analysis and reporting. Will be displayed in Table
TVAK only. This would not be displayed in Sales document.

4) SD block - Select the parameter if you want to block from processing this
document type.
 

B) Number system - In this section numbering of sales documents item are


controlled.

1) Internal number assignment - Maintain this number range if you want system to
generate the number for sales documents. Maintain the configuration number
range in VN01.

2) External no. assignment - Maintain user has to enter - VN01

3) Item no increment - Maintain value

4) Sub-item increment - Maintain value if have BOM or other sub-items. 


 

C) General control - This controls overall sales document.

1) Reference mandatory-select choice - If you want any order to be created with


reference to other document like Inquire, quotation etc..  If you maintain value
here, system will not allow you to create Sales document without  particular
reference.

2) Check division - if item division and s order header (customer master) is


different - gives error, warning etc.. This is useful for cross division sales.

3) Probability - sales probability - customer confirming inquiry/quotation- useful


for estimation of transfer of requirement and analysis later.

4) Credit check limit and credit group - if credit management active, setting is
required - select the option

5) Output application - selects the output procedure for sales, define in NACE.

6) Material entry type - useful for sales from catalogue- retail/internet sales

7) Item division - proposed from material master or sales document header. Useful
for cross division sales

8) Read info record - reads data from customer material information


9) Check purchase order no and enter PO number - useful for order against
multiple PO and  Enter PO no - If it is marked, system won't allow you to save
sales order without PO no.

10) Commitment date - Maintain the value here if you different type of sales
documents and committed quantities
 

D) Transaction flow - This sections maintain values for activities for sales
order transaction.

1) Screen sequence group - Different screen group different doc types-.

2) Incompleteness procedure - Maintain Incompleteness procedure for sales order


you have defined in T-code OVA2

3) Transaction group-controls type of transaction you can process for documents


types - VA01 cannot be used to create inquiry; it is useful for reporting later

4) Document pricing procedure - Maintain the values as per requirement. It is


mandatory to decide pricing procedure in sale order.

5)  Status profile -  user status - define sequence for user status- IF you business
requirement like somebody to authorize release the sales order as per certain
criteria.

6) Alternate sale document type 1 and 2 - can change selection of s.doc type in
sales order

7) Transaction variant - required when include this document in Batch processing

8) Display range - select the option as per your requirement

9) F-code for overview screen - maintain selection to get default overview screen-
customer material info

10) Quotation message - checks for open quotation

11) Outline agreement message - check for outline agreement and authorized
partner for release order

12) Master contract message info - in contract creation - checks with master
contract

13) Product attribute message - select the option to check that ship-to-party accept
the product attribute entered manually in the order
14) Incompleteness message - tick if want system to advises to save the incomplete
message
 

E) Scheduling agreement - This section controls setting of scheduling


agreement created with reference to this document type.

1) Correspondent delivery type - selects the delivery type

2) Usage - enter selection if you are using same material as main item and spare
parts

3) MRP for delivery schedule type - select the MRP type

4) Delivery block - if items does not meet tolerance limit in sales order it block the
order
 

F) Shipping - This section controls settings for shipping activities and


documents triggered from this Sales document type.

1) Delivery type - proposes delivery type - do not maintain for inquiry and
quotation

2) Delivery block - Maintain the block  in case of free of charge sales- some body
has to check the quantity before dispatch

3) Shipping condition - Maintain the values - this precedes the value maintained in
customer master

4) Shipment cost profile - Maintain the value if you require to shipment cost,

5) Immediate delivery - Maintain value as per your requirement

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