S AP SD

Batch: 2022-24
 SAP Activate

PDF

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©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
C_TS462_2021
SAP Certified Application Associate - SAP S/4HANA Sales 2021
https://training.sap.com/certification/c_ts462_2021-sap-certified-application-associate---sap-s4hana-sales-2021-g/

Sales Documents (customizing) >12 %

>12 %
Sales Process and Analytics
Cross-functional Customizing 8 – 12 %
Billing Process and Customizing 8 – 12 %
Shipping Process and Customizing
8 – 12 %

Master data 8 – 12 %
Pricing and condition technique 8 – 12 %
Basic Functions (customizing)8 – 12 %
Organizational structures8 – 12 %
Availability check and Advanced ATP< 8 %

https://training.sap.com/certification/validity

©Md Sohrab Alam

1. Enterprise Structure
1. Define Sales Organization, Distribution channel, Division
2. Assign all Organization elements
1. Sales Org to Company code
2. Sales Org to Distribution channel
3. Sales Org to Division
4. Set up Distribution Chain
5. Distribution chain to Plant
3. Create Sales area
2. Master Data
1. Customer Master Data
2. Material Master Data
3. Customer Material Information Record
4. Common Distribution Channel and Division
3. Sales Process-Order to Cash
1. Inquiry Document
2. Quotation Document
3. Sales Document
4. Delivery Document Practical
5. Transfer Order(Picking)
6. Packing
7. PGI
8. Billing Document
9. Payment
©Md Sohrab Alam
4. Plant Determination, Shipping Point Determination and Route Determination
5. Transportation and Delivery Scheduling
1. Backward Scheduling
2. Forward Scheduling
8. Availability Check
6. Sales Documents
1. Header Data (Table: VBAK)
2. Item Data (Table: VBAP)
3. Schedule Line Data
7. Copy Control
8. Document flow
9. Business Process
1. Standard Sales Process
2. Rush Order
3. Cash Sales
4. Make to Order
5. Third Party Sales
6. Consignment
1. Consignment Fill up
2. Consignment Issue
3. Consignment Return
4. Consignment Pick up
7. Complaint Processing (Return Order, Credit and Debit Memo Request, SDF, Invoice Correction request)
©Md Sohrab Alam
10. Outline Agreements
10. Basic Functions(Customizing)
1. Incompleteness Note: See table in which corresponding data
2. Partner Determination is being stored.
3. Text Determination Use: SE11, SE16, SE16n
4. Material Determination
1. Listing and Exclusion
5. Pricing
1. Credit Management
a. Static Credit Management
b. Dynamic Credit Management
2. Taxation
6. Output Determination
7. Free goods Determination
11. Customer hierarchy
12. Rebate
13. Shipping Process
1. Delivery
2. Transfer Order(Picking)
3. Packing
4. PGI
14. Billing 4. Downpayment

1. Account Determination
Error: No Accounting document has been created
2. Milestone billing
3. Periodic Billing
©Md Sohrab
Alam
 Enterprise
S-t-r-uc-t-u-re-----
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©Md Sohrab Alam

SPR

©Md Sohrab
 Company
Distribution chain 1
1
0 9 Company Code
1
1 Plant 2
1
2
3 Sales Organization 4

Shipping point Storage location

Distribution channel Division

5
Sales office
6
Organization Structure Sales group
7
Sales employee
8
©Md Sohrab Alam
Sales person
 LOSS ANGELES
PLANT:US GALAXY MUSICAL INSTRUMENT BAJA CALIFORNIA
(9001) PLANT:MAXICO
(9101)

LA REGULARSHIP LA EXPRESSSHIP
(9001) (9002) BC REGULARSHIP
USA MAXICO (9101)
(9090) (9190)

GALAXY MUSICAL INSTRUMENT USA GALAXY MUSICAL INSTRUMENT MAXICO

(9090) (9190)

RESELLER DIRECT SALE MEDIA & INSTRUMENT & CROSS-DIVISION RESELLER MEDIA & INSTRUMENT & CROSS-DIVISION
(97) (98) APPAREL ACCESSORIES (99) (97) APPAREL ACCESSORIES (99)
(98) (97) (98) (97)

AUSTIN
(US01) LOSS ANGELES:HEAD NEW JERSEY BAJA CALIFORNIA
OFFICE (UE01) (MN01)
(UW01)
INTERNET SALES GROUP RESELLERS GROUP INTERNET SALES GROUP RESELLERS GROUP
(999) (998) (999) (998)
©Md Sohrab
Alam
 LOSS ANGELES
PLANT:US GALAXY MUSICAL INSTRUMENT BAJA CALIFORNIA
(9001) PLANT:MAXICO
(9101)

LA REGULARSHIP LA EXPRESSSHIP
(SHIPPING POINT) (SHIPPING POINT)
(9001) BC REGULARSHIP
(9002) USA MAXICO (SHIPPING POINT)
(COMPANY CODE) (9101)
(COMPANY CODE)
(9090)
(9190)
GALAXY MUSICAL INSTRUMENT USA GALAXY MUSICAL INSTRUMENT MAXICO
(SALES ORGANIZATION) (SALES ORGANIZATION)
DISTRIBUTION CHANNEL (9090) DIVISION DISTRIBUTION CHANNEL (9190) DIVISION

RESELLER
DIRECT SALE MEDIA & INSTRUMENT & CROSS-DIVISION RESELLER MEDIA & INSTRUMENT & CROSS-DIVISION
(97)
(98) APPAREL ACCESSORIES (99) (97) APPAREL ACCESSORIES (99)
(98) (97) (98) (97)
SALES OFFICE
SALES OFFICE

BAJA CALIFORNIA
AUSTIN LOSS ANGELES:HEAD OFFICE NEW JERSEY (MN01)
(US01) (UW01) (UE01)
SALES GROUP SALES GROUP
INTERNET SALES GROUP RESELLERS GROUP INTERNET SALES GROUP RESELLERS GROUP
(999) (998) (999) (998)
©Md Sohrab
Alam
©Md Sohrab Alam
General Data

©Md Sohrab Alam

General Data

©Md Sohrab Alam

Sales & Distribution data

©Md Sohrab Alam

Company Code Data

©Md Sohrab Alam

 ACCOUNT GROUP
It Controls Three Things:
• Number Range Of Customer Master
• Field View Of Customer Master
• Partner Role.(SP,SH,BP,PY)

SPRO>LOGISTIC GENERAL>BUSINESS PARTNER>CUSTOMERS>CONTROLS>DEFINE ACCOUNT GROUP

Standard Account Group For Sp : 0001 ‘’

‘’ ‘’ Sh : 0002
Py : 0003
‘ ‘ ‘ Bp : 0004

Search path of Tcode:

Write: SEARCH_SAP_MENU

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

Account Group Creation
Spro>Logistic general>Business partner>customer>control>Define account grp……

©Md Sohrab Alam

Account Group Control Number ranges

Q. Where to control whether number range is External number or Internal?

S. Spro>Logistic general>Business partner>customer>control>number ranges……

©Md Sohrab Alam

Account Group Control Field view

Spro>Logistic general>Business partner>customer>control>Define account grp……

©Md Sohrab Alam

Account Group control Partner role
1. Assign partner role(function )to Account grp
2. From where to mandate partner role in Customer master data?

Solution: Spro>S&D>Basic function>Partner Determination……>Partner det. OF Customer master

©Md Sohrab Alam

 GENERAL DATA
SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>……
1. TRANSPORTATION ZONE(DESTINATION ZONE): It Is Used To Determine Route In Sales Order

2. PAYMENT TRANSACTION: This Tab Consist Customer Bank Details

3. CUSTOMER CLASSIFICATION : Classifying Customer On The Basis Of Their Turnover.

SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>MARKETING>DEFINE CUSTOMER
CLASSIFICATION

4. HIERARCHY ASSIGNMENT: We Use This Field For Hierarchy Concept

5. UNLOADING POINTS: In This We Assign Customer Calender

SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>SHIPPING >DEFINE CUSTOMER
CALENDER

Q:client’s Requirement Is: There Is A Customer Who Will Receive Goods Only On Thursday. How To Configure This?
Ans: Create One Customer Calendar And Check Only Thursday As Working Day.

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 COMPANY CODE DATA
6. RECONCILLATION ACCOUNT: It Is A G/L Account Which Will Help To Cumulate The Total
Outstanding Of The Customer.
When We Create Billing Document, systems Generates Accounting Document.
Accounting Document Entry:
• Customer Account Is Debit
• Revenue Account Is Credit
For The Customer Account ,System Determine G/L Account From Reconciliation Account.

7. TERMS OF PAYMENT: It Is The Agreement Between Customer And Company For The Number Of Days
Given To Make Payment.

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 SALES AREA DATA
8. SALES DISTRICT: IT IS A SUBDIVISION OF SALES OFFICE
SPRO>S&D>MASTER DATA>BUSINESS PARTNER>CUSTOMER>SALES

9. CUSTOMER GROUP: Grouping Of Customers Who Will Share The Same Attributes.
Dealers:
• Bulk Dealers
• Medium Dealers
• Low Dealers

10. ABC CLASSIFICATION: Classify Customers In The Category A , B And C On The Basis Of Turnover,
Bulkiness ,Payment History And Behavior.
Response Time For A: Immediately.

11. CURRENCY:
• In Company Code Currency : EURO
• In Customer Master Data Currency(customer Is Outsider) : INR
• During Sales Order ,Delivery ,Billing Doc System Take Customer Currency.
• But ,During Accounting Document System Take Company Code Currency.
• To Maintain Exchange Rate: Go To OC41
• Standard Exchange Rate Type Is ‘M’.
©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM
 SALES AREA DATA
12. PRICE GROUP: Grouping Of Customers Who Will Share The Same Pricing Attributes. It Is
Used In Maintaining The Discounts.

13. CUSTOMER PRICING PROCEDURE: It Is One Of The Parameter Used To Determine Pricing
Procedure.

14. PRICE LIST: Grouping Of Customer Who Will Share The Same Base Price

15. ORDER COMBINATION: This Field Is Prerequisite To Combine Multiple Sales Order Or Not.

16. SHIPPING CONDITION: One Of The Parameter Used To Determine Shipping Point At Sales
Document.

17. REBATE: It Is Conditional Based Discount Which Will Be Valid Over A Special Period Of Time.

18. INVOICING DATES: If Client’s Requirement Is Invoice To Be Raised Only On A Specific Date Of Every
Month For All The Deliveries Made During a Particular Month.

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 SALES AREA DATA
19. INVOICING LIST DATES: Grouping Of All Invoices And Send It On Particular Date Of Month : By Client ‘s
Requirement.

20. INCOTERMS(INTERNATIONAL COMMERCIAL TERMS): Agreement Between Shipper And Receiver For
Successful Completion Of Deliveries.
• Ex.-
• FOB(free On Board): Means: Company Will Not Charge Of Freight And Insurance From Customer.
• CIF(cost Insurance And Freight): Charge To Customer Of Freight And Insurance.
• Incoterms Is One Of The Split Criteria For Deliveries.(Ship To Party ,Shipping Point ,Incoterms ,Selection Date ,Route)

21. PAYMENT TERMS: Agreement Between Company And Customer For The Number Of Days Given To Make The
Payment.
• Payment Terms Is One Of The Split Criteria For Billing Document.(Payer ,Payment Terms ,Billing Type ,Billing Country, Billing
Date)

22. ACCOUNT ASSIGNMENT GROUP FOR CUSTOMER: It Is One Of The Parameter Used To Determine
Revenue G/L Account At The Time Of Posting ( Accounting Document).

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 DETERMINE FROM PARTNER
1. Plant : Determined From Ship To Party
2. Shipping Condition: Come From Sold To Party
3. Payment Terms: Come From Payer
4. Tax Classification: Come From Ship To Party
5. Incoterms: Come From Sold To Party

Q: WHICH DATA OF CUSTOMR MASTER WILL AUTOMATICALLY UPDATE IN ALREADY CREATED

SALES ORDERS?
ANS.: ADDRESS

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 ©M
d
So
Jens Martensson hra
b
Material Master Data

©MdJeSnsoMharrtaenbssAonlam
 Material Type
SPRO>LOGISTIC GENERAL>MATERIAL MASTER>BASIC SETTING>.MATERIAL TYPES>…
Material Type Controls Three Thing:
1. Field View
2. Number Ranges
3. Role (Material Type)

MATERIAL TYPE FOR:

1. RAW MATERIAL: ROH
2. SEMI FINISHED GOODS: HALB
3. FINISHED GOODS: FERT
4. TRADING GOODS: HAWA
5. PACKAGING MATERIAL: VERP
6. SERVICE MATERIAL: DIEN

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 IMPORTANT FIELDS:
1. MATERIAL GROUP:
2. OLD MATERIAL NUMBER
3. DIVISION
4. PRODUCT ALLOCATION: Reserving The Stocks To Customers ,Customer Group And Distribution
Channel To Meet The Future Requirement.
5. PRODUCT HIERARCHY
6. GENERAL ITEM CATEGORY GROUP: This Field Is One Of The Parameter To Determine Item
Category Inbound Delivery Process.
1. Inbound: Procuring Goods From Vendor
2. MIGO: Goods Receipt
7. GROSS WEIGHT: Weight Including Packaging.
8. NET WEIGHT: Actual Weight Of Product.
9. SALES UNIT
10. ACCOUNT ASSIGNMENT GROUP FOR MATERIAL
11. ITEM CATEGORY GROUP:
1. Standard Item Category Group: NORM
2. Third Party Item Category Group: BANS
3. Make To Order ‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘: 0001
4. BOM(header Pricing Grp):item Category Grp: ERLA
5. BOM (Item Pricing Grp): Item Category Grp: LUMF

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 IMPORTANT FIELDS:

1. AVAILABILITY CHECK(CHECKING GROUP): This Field Controls How Sales Order Quantity Should Be
Updated In MRP.
2. STRATEGY GROUP: In MRP 3 ,This Field Controls Whether The Material Is Make To Order Or Make
To Stock.
3. MRP TYPE: Use In Whether Material Is Relevant For Planning Or Not.
4. MRP GROUP: Use In Determining Requirement Type
5. VALUATION CLASS: This Field Help To Determine G/L Account For Inventory Accounting Document.

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 Customer Material
Information Record
(CMIR)
TCode: VD51
©Md Sohrab Alam
CUSTOMER MATERIAL INFORMATION RECORD(CMIR)
Item
Plant
Usage

SEARCH Delivery
TERM Priority

Minimum
CUSTOMER
Delivery Quantity
DESCRIPTION

Partial
CUSTOMER
Delivery Per Item
MATERIAL
Maximu
m Partial Deliveries

LOGISTICS>S&D>MASTER DATA>AGREEMENT>CMIR>VD51
©Md Sohrab Alam
 COMMON
DISTRIBUTION AND
COMMON DIVISION
SPRO>S&D>MASTER DATA>COMMON DIVISION……

Not in the beginning

©Md Sohrab Alam
©Md Sohrab Alam
 COMMON DISTRIBUTION AND COMMON DIVISION
• DC: 10
• DC:11
• DC:12
• COMMON DISTRIBUTION CHANNEL: 10(FOR: 10,11,12)
• Note : after doing common ,I can’t create material ,customer ,condition record in DC-11,DC-12.
• I HAVE TO CREATE RECORD IN DC-10
• THEN AUTOMATICLLY, WILL BE CREATED IN ALL DISTRIBUTION CAHNNEL

SPRO>S&D>MASTER DATA>COMMON DIVISION……

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

Sales Process
Order-to-Cash

©Md Sohrab Alam

Inqu i r y Document Delivery Document
ST E P (VL01N) STEP
(VA11)

01
Transfer Order Document
PGI (VL02N)
04

Quo t a t ion Document STEP

ST EP
(VA21) Billing Document
05
02 (VF01)

SalSeTsEPOrder STEP
Document Payment (F-
28) 06
(VA 01)
0 3
Sales Cycle Inquiry
Document (VA11)

Quotation
Payment Document
(VA21)

Sales Order
Billing Document
Document
(VF01)
(VA01)

Delivery
PGI (VL02N) Document (VL01N)

Transfer Order
Document (VL02N)

©Md Sohrab Alam

 Header Level Data

©Md Sohrab Alam

 Item Level Data

©Md Sohrab Alam

 Schedule line Level
Data

©Md Sohrab Alam

D a y M d S o h r a b A l a m

SAP Determination
Self Learning

Plant Shipping
category
Determination Point
………………………………………………………………
….
Determination
………………………………………………………………
…
Storage
Location
Item
©Md Sohrab Alam
 Route Determination
………………………………………………………..

Schedule Line Category

©Md Sohrab Alam

 PLANT DETERMINATION

a) Check Assignment : DISTRIBUTION CHAIN TO PLANT

a) SPRO > ENTERPRISE STRUCTURE > ASSIGNMENT > …….

b) MATERIAL EXTEND TO PLANT

c) Maintain Plant in Customer Master Data (XD02,XD03)

d) ASSIGN PLANT IN CMIR (TCode: VD51)

e) CREATE SALES ORDER

©Md Sohrab Alam

 SHIPPING POINT DETERMINATION

a) Check Assign shipping point to plant

b) Determination: PLANT+SHIPPING CONDITION+LOADING GRP= SHIPPING POINT

c) Shipping condition come from sold to party

a) Cmd > s&d section > shipping tab

d) Loading group come from material master

e) Assign:

a) PATH:SPRO>LOGISTIC EXECUTION>SHIPPING>BASIC SHIPPINGFUNCTION>SHIPPING POINT

AND GOODSRECEIPT DETERMINATION > Assign Shipping Point Determination

OVL2 shipping point Determination LE - Basic Functions
©Md Sohrab Alam
 ROUTE DETERMINATION
a) DEPARTURE COUNTRY + DEPARTURE ZONE COME FROM SHIPPING POINT

SPRO>Enterprise StructureS>DIFINITION>Logistic Execution>SHIPPING….

a) DESTINATION COUNTRY + TRANSPORTATION ZONE (Receiving Zone) COME FROM SHIP TO

PARTY GO TO XD03

a) SHIPPING CONDITION COME FROM SOLD TO PARTY(GO TO:XD03)

b) TRANSPORTATION GROUP COME FROM MATERIAL MASTER(GO TO:MM03)

c) Assign Routes

PATH: SPRO>LOGISTIC EXECUTION>TRANSPORTATION>BASIC TRANSPORTATION FUNCTION>ROUTE >Route

determination >Maintain Route determination

d) SELECT : DESTINATION AND DEPARTURE THEN CLICK ON ROUTE DETERMINATION WITHOUT WEIGHT
©Md Sohrab Alam
Storage Location
Spro > LogisticExecution > Shipping > Picking > Determine Picking Location> assign picking
location
a)Plant + Shipping Point + Storage Condition(come from material master) = Storage Location

Plant

Storage Location
Shipping Point

Storage Condition
Material Master: Plant Data
©Md Sohrab Alam
 Warehouse
Determination

Spro > enterprise structure > Assignment > logisticExecution >

assign warehouse number Plant

Warehouse
Plant
Warehouse 1Warehouse 2
Storage Location

Storage Location

©Md Sohrab Alam

 Item category

Sales Document Type(Order Type) + Item Category group + Item usage + Higher level item category = Item Category

Order
OR Type

NORM

Item
Cat.
Grp
Item
Category
Item
Usage

Higher
level item
Category SPRO > Sales & Distribution > Sales > Sales
©Md Sohrab Alam category
Document> Sales document item> Assin
item

©Md Sohrab Alam category

 Schedule Line Category

Item Category + MRP Type (come from Material Master: MRP 1 view) = Schedule Line Category

Item Category + …………(blank) = Schedule Line Category

Spro > S & D > sales > sales document > schedule lineS > Assign Schedule lines

Schedule Line category . (MRP TYPE

Item MRP Item FIELD is Schedule Line category
category Type category blank)

MRP TYPE: (MRP 1 VIEW)

• This field controls whether material is relevant for Planning (MRP) or not.
• If material is relevant for Planning then : MRP TYPE is PD
• If material is not relevant for Planning then: MRP TYPE is ND

Procurement Tyoe : (MRP 2 view)

This field specify whether to procure material or manufacture material in house.

Strategy group: (MRP 3 view)

 M d S o h r a b A l a m

SAP Delivery & Transportation

Self Learning
Scheduling

Availability
Backward Forward
Check Scheduling Scheduling
………………………………………………………………
…. ……………………………………………………………… ………………………………………………………..
…

©Md Sohrab Alam

Availability Check
Scope of Check = Availability Check (Checking Group) + Checking Rule

©Md Sohrab Alam

 1

Mandatory 1st step

©Md Sohrab Alam

©Md Sohrab Alam
Availability check can be controlled on three places:
1. Schedule line category
2
2. Delivery item category
3. Requirement Class

©Md Sohrab Al a
©Md Sohrab Alam
Processing time(Lead time)
There are five lead time after which goods arrive at customer requested place.

Transit time: Time required to ship an outbound

delivery to the ship to party

Loading time: Time required for loading the goods

Pick/pack time: Time required for picking, packing

and so on.

Transportation lead Number of calendar days (with 2 decimal places)

required for organizing a shipment for an item
time: that is to be delivered via a certain route.
©Md Sohrab Alam
 Backward Scheduling

Transportation Lead Time

Transportation Planning Date

Loading Time
Pick & Pack Time Transit Time

Material Availability Date

Loading Date Good Issue Date Customer Requested Date
©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM
Backward Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>
Scheduling MaintainDuration>ROUTE

Come from ROUTE

Transportation Lead Time

Transportation Planning Date

Loading Time
Pick & Pack Time
Transit Time

Material Availability Date

Loading Date Good Issue Date Customer Requested Date

Come from SHIPPING POINT Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>

MaintainDuration>SHIPPING POINTS
©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM
 Forward Scheduling

Transportation Lead Time

Transportation Planning Date

Pick & Pack Time Transit Time

Loading Time

Material Availability Date

Loading Date Good Issue Date Confirmation Delivery Date
 MDJeSnOsHMRarAteBnAssLoAnM
©Md Sohrab Alam
Forward Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>
Scheduling MaintainDuration>ROUTE

Come from ROUTE

Transportation Lead Time

Transportation Planning Date

Pick & Pack Time Transit Time

Loading Time

Material Availability Date

Loading Date Good Issue Date Confirmation Delivery Date

Come from SHIPPING POINT Spro>S&D>BasicFunction>DeliveryScheduling&TransportationScheduling>

MaintainDuration>SHIPPING POINTS
©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM
 OR
Fill either this
Fill or this

If stock is not available then fill either in-house production time or Total replenishment
lead time then system will perform Forward Scheduling
Stock is not available: then
After Maintaining In-house production time

5 days gap in availability check date

©Md Sohrab Alam
Stock is not available: then
After Maintaining in-house production time

©Md Sohrab
 Selection Date: MAD or ahead of MAD and prior to TPD
Q: How to check scheduling is Backward or Forward scheduling? Ans

If it is not
checked then
Backward
scheduling or it
is checked then
it is Forward
scheduling

©Md Sohrab Alam MDJeSnOsHMRarAteBnAssLoAnM

 Copy Control

Copying Control is one of the control parameter in SD, beacuse of which we are able to create one document with

reference to the another document.

Copy Control is defined as a process in which important transactions in a sales document are copied from one document

to other. It consists of routines, which determine the system on how the data is to be copied from a source document to

a target document. A SAP system contains a number of these routines and you can also create additional routines to

meet the business requirements. To create a new routine, you can use an existing sales document as a reference.
For example, we can create a Sales order (OR) with reference to a Quotation(QT) .

If we want to create a document with reference to another document then they must be present as a pair in the Copy

control table.

Copy control is available for each level of the document. For example, it is available for Header level, Item level and

Schedule line level of the Sales document as it has three levels.

Copy control is made up of

- Data Transfer Routines

- Copying Requirement &

- few check boxes (switches) for specific control.

©Md Sohrab Alam

Data Transfer Routines copies the data from the Source document to the Target document , but before
copying, it checks whether the Copying requirements are met or not. If the Copying requirement are not met then data will

not be copied , rather system may give you error, warning messages and sometime it may terminate the processing.

Few examples of copying requirements below.

Copying requirement "001" at Header level checks that Sold-to-party and Sales area must be same in both
source and target document otherwise data will not be copied.

Copying requirement "301" at Item level, checks the completion and rejection status of the item. If the item has been

rejected or completed status then system will not copy the item to the target document.
•VTAA − This control is used for copying from sales order to sales order

•VTLA − This control is used control for copying from sales order to delivery

•VTFL − This control is used control for copying from delivery to billing doc

•VTFF − This control is used control for copying from billing doc to billing doc

•VTAF − This control is used control for copying from billing doc to sales order

•VTFA − This control is used control for copying from sales order to billing doc
•SPRO → IMG → Sales and Distribution → Sales → Maintain copy control for sales documents.

•SPRO → IMG → Sales and Distribution → Shipping → Specify copy control for deliveries.

•SPRO → IMG → Sales and Distribution → Billing → Billing Documents → Maintain copy control for billing.
Copy Control for SALES
DOCUMENT
Tcode: VTAA
SALES DOC TO SALES DOC
SOURCE DOC: IN/QT/OR/QC/WK1/WK2
TARGET DOC: OR

VT: COPY CONTROL

A: SALES
L: DELIVERY
F: BILLING

SPRO >S&D > SALES > MAINTAIN COPY CONTROL FOR ©SMAdLESoShrDabOAClamUMENT
 VTAA

Copy Target Source

Control Document Document
©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
 Seles
Document
Type

Sales
Document
Item
category
………

Schedule
Line
Category
©Md Sohrab Alam
 BUSINESS AREA

SALES ORG.
+
SALES AREA
PLANT + ITEM DISTRIBUTION CHANNEL
(SO+DC+Divisio
n) DIVISION +
ITEM DIVISION

©Md Sohrab Alam

Sales order Delivery Document BillingDocument
Header Level Data Header Level Data
Header Level Data Billing type
Controlled by Order type(Sales document Delivery type
type)
Item Level Data
Item Level Data Delivery item category
Controlled by Item category

Schedule line Data

©Md Sohrab Alam

 Header Data Item Data
1. It is the data which will apply to all the 1. It is the data which will applicable to a particular
line item in sales document. line item in sales document.
1. Source of Header Data : Item 1. Source of Item Data :
1. Customer Master 1. Material Master
Header 2. CMIR
3. Control Data (Enterprise Structure) 3. Condition Master
2. Header Data is controlled by Order Type. Schedule
Line 4. Configuration
5. Control Data (Enterprise Structure)
2. Item Data is controlled by Item Category.

Schedule Line Data

1. It is the data which consist of Delivery Dates and Confirm Quantities
2. Schedule line Data is controlled by Schedule Line Category.
©Md Sohrab
 Header
Data
Basic Function Enhanced
Function
Division

Incompleteness Check
Open Outline
agreements & Quotaion

Free Goods
Partner Determination Determ©inMadtSioohnrab
Immediate
Sales Document Type Alam
(Order Type) delivery
Text Determination

Default
Output Determination

Pricing Determination
Spro > S & D > sales > sales Mandatory Reference
document > sales document
header > Define sales Material
document type Number range

Determination
Enhanced function
 for contract Read info Records(CMIR)

Delivery date
 Shipping condition

Delivery block/Billing block

Delivery type / Billing type

 Enhanced Function

Check
• Division From here you can maintain Division whether system take Header Division or Item Division
:

• If there is any Open Quotation or Agreement and you want system should
Open Outline agreements & Quotation: check before creating Sales order then can maintain here.

• Read info whether system take information from CMIR while creation of sales order or
not, control here.
Records(CMIR):

©Md Sohrab Alam

Enhanced Function

Default
Shipping condition Default Shipping condition in sales order

Delivery date Default Delivery date

Delivery
Delivery type / Billing type
block/Billing Default Block the delivery and Billing.
block
Immediate delivery Default set Delivery type and Billing type.

Maintain or set Automatic delivery after saving sales order.

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
 Sales Document type Determination: Sales Organization

Sales document Distribution

type channel

Division
Ex: HUL1
RL BD
OR

Path to assign Sales document type to Sales area:

SPRO>S&D>SALES>SALES DOCUMENT>SALES DOCUMENT HEADER>ASSIGN SALES AREA TO SALES DOCUMENT
©Md Sohrab Alam
 Item

Enhanced Function Basic Function ITEM level data is controlled by:

Item Category
Completion Rule Text Determination
Item Category
Scheduling Line
Allowed Output Determination
/permitted

Delivery Relevance
Partner

Bill of Material
Determination TOPI
Incompleteness
Billing Relevance

Pricing Relevance Separate Business Data (business item)

CSD BOM
BPS
©Md Sohrab
Alam
The rule for establishing when a quotation or contract is complete.
You can, for example, specify that a quotation is complete only after its quantity has been fully referenced by
subsequent documents. The system uses the completion rule to determine the status of a quotation or contract
that has been referenced by other documents (by subsequent sales orders, for example).

Indicates whether you want to maintain Schedule lines or not. Note: in Cash
Sales Scheduling
If Schedule line is allowed then item is relevant for delivery but vice versa is not doesn’t required.
true. ItmC: BVN
Practical: in Shipping tab under item….Change time in Shipping point

Indicate whether item in sales order is relevant for delivery or not.

The ingredients of Main material which will be used in

assembly of products.

Indicate whether item in sales order is relevant fro billing or not.

Indicate whether item in sales order is relevant for Pricing or not.

Indicate whether to maintain Payment term/Incoterm at item level or not.

 (Practical) ©Md Sohrab Alam

Enhanced Function

Completion Rule

Scheduling Line Allowed

/permitted

Delivery Relevance

Bill of Material

Billing Relevance

Pricing Relevance

Separate Business Data

(business item)
 Item category
Sales Document Type(Order Type) + Item Category group + Item usage + Higher item category group = Item Category

Order
Type

Spro > S & D > sales > sales document > item category
Item Cat.
Grp
Item
Item
Category
Usage

Higher
level item Cat.
©Md Sohrab Alam
Bill Of Material

PC
Multi level Level BOM

Monitor Keyboard Mouse CPU

Monitor Size

13 inch 15 inch 17 inch

Sales

©Md Sohrab Alam

 Pricing is only for
ERLA Main Material
Item Category
group for
Main Material Pricing is for Sub
LUMF Material
Ex.: Laptop

©Md Sohrab Alam

Bill of Material 1. Create Materials MM01 (Ex: Laptop, Charger) VK11
2. Set Pricing CS01
3. Explode BOM Laptop(Item cat grp: ERLA/LUMF) 1710 (as per
1. Material 5 (sales & distribution)
2. Plant
3. BOM usage
4. Add Material
1. Charger
4. Main material’s Item Category (TAQ/TAP):
1.Structure Scope : A/B
2.Application : SD01
3.TAP: Pricing OFF
4.TAQ : Pricing ON
5. Create Sales Order : VA01
1. Laptop
a. Charger ©Md Sohrab Alam
 Schedule Line Data

Enhanced Function Basic Function

Schedule line data is controlled by: Delivery Relevance Incompleteness

Schedule Line Category

Requirement Transfer
(Transfer of
Requirement)

Availability Check

Purchasing
(order type,item category,account.assgn. Grp)

Goods Movement
©Md Sohrab Alam
 Requirement Transfer
(Transfer of
Goods Movement Requirement) Availability Check
Delivery Relevance Purchasing

Specifies a key for the Whether system

type of goods Indicates whether the Requirements are generated in SD Purchasing related should check
movement. Each goods item that is related to a side if you create e.g. a sales information which availability or not can
movement (for schedule line is order, delivery... etc. will be used in Third control from here.
example, purchase relevant for delivery. Requirement is a set of data party sale.
order to warehouse) is which includes the information 1. order type,
allocated to a what quantity of which material 2. item category,
movement type in the at which date is required. 3. account.assgn. Grp)
system. The transfer of requirements
controls which sales and/or
delivery requirements should
be written to table VBBE or
VBBS.
Dr. APG
Schedule Line Category Determination

MRP Type Schedule Line category

Item category (come from
MRP 1
MRP TYPE: (MRP 1 VIEW) view)
• This field controls whether material is relevant
for Planning (MRP) or not.
• If material is relevant for Planning then : MRP TYPE is PD Item category . Schedule Line catego
• If material is not relevant for Planning then: MRP TYPE is (blank)
ND

Procurement Tyoe : (MRP 2 view)

This field specify whether to procure material or
Path
manufacture material in house.
SPRO > S & D > sales > sales document > schedule line category

Strategy group: (MRP 3 view)

This field control whether the material is Make to Stock or Make to Order
©Md Sohrab Alam
Business
P-r-o-c-es-s------

©Md Sohrab Alam

 Standard Sales Order Processing
Check Stock in the Plant (Availability check)

Delivered to Customer
Delivery
Docume
Customer
Order placed
in Company

Warehouse
Picking ,Packing
And Loading

Customer
Pay
Pay to Company
©Md Sohrab Alam
©Md Sohrab Alam
Cash Sales

©Md Sohrab Alam

 Cash Sale

Orde Cash Payment

r Delivered

Sales Order
document

Sales Start (Cash Sale

Sales closed
Immediate:
Delivery Doc. PGI Billing Doc.
Transfer Order
Cash Sales:
• In Cash Sales, customer order the Goods, picks up and pay immediately.
• Delivery created automatically.
• Billing is order related.
• No account receivables for the customer, as invoice amount is posted directly to Cash account.

1 Configuration Part 2
Item Category : BVN
Order Type: CS (Scheduling Off)
Spro>S&D>BF>Delivery Scheduling & Transportation Scheduling
1. Billing Relevance : Order related billing
2.
1.Automatic Delivery : order Type: CS Credit active: untick
Shipping Condition: 10( immediately)
3
Immediate delivery : A/X Automatic Transfer order is create with delivery document
Lead time: Blank 1.Due to Output type: WMTA (VL02N>Extras>Delivery Output>he
Billing Type: BV
Delivery Type: BV

4
Billing Type : BV
Petty Cash : System get cash value in this No billing output is generated
account No Output Determination in Billing Type :BV
©Md Sohrab Alam
Rush Order

©Md Sohrab Alam

 Rush Order

Order
Delivered

Sales Order
document
Sales Start (Cash Sale Payment will be done
later
Immediate:
Rush Order:
1 Configuration Part 2
Order Type: RO (Scheduling Off) Item Category : TAN
Spro>S&D>BF>Delivery Scheduling & Transportation Scheduling
1.Billing Relevance : Delivery related billing
1.Automatic Delivery : order Type: RO
Shipping Condition: 10( immediately)
Immediate delivery : A/X
Lead time : Blank
Billing Type: F2
Delivery Type: LF

3
Automatic Transfer order is create with delivery document
1. Due to Output type: WMTA
(VL02N>Extras>Delivery Output>header
 01 02 03 04
• Consignment • Consignment • Consignment •Consignment
Fill-Up Issue Return Pickup
• (Stock Fill up • (Stock issue • (Stock return • (Stock return
at warehouse). from warehouse). from customer). to manufacture).

Consignment
www.youtube.com/powerupwithpowerpoint
 ©Md Sohrab Alam

Producer: HUL Walmart Retailer

Consignment Fill up
Consignment Issue

ALAM
&
H
SONS
HUL
Walmart

Producer: HUL Walmart Retailer

Consignment Pick up Consignment Return

HUL H UM L&
A LA
SONS
Walmart
Process Sales Order Delivery Picking PGI/PGR Billing
Consignment Fill up

Consignment Issue

Consignment return

Consignment pickup

©Md Sohrab Alam

Complaint Processing

Return

Credit Memo Request

Debit Memo Request

Subsequent Delivery Free

of Charge

Invoice Correction Request

©Md Sohrab Alam

©Md Sohrab Alam
 Sales Order

Delivery

Transfer order

PGI

Billing Doc.

Return Order

PGR

Credit Mandatory reference of

memo SD Return Order No./Sales Order No.
F
Credit
Delivery
Memo
©Md Sohrab Alam
Return Order
Sales Order

Delivery

Transfer order

PGI
Order Type: RE
Billing Doc. Delivery typeLR
Billing typeRE
Return Order Billing Block
Return Order can be created with : Item Category: REN
with reference to sales order Order related billing
with reference to billing document Delivery Returns tick
without reference
PGR
Schedule line Category: DN
Movement Type : 651
Billing Doc. While creating billing document, rem
return order (va02)
©Md Sohrab Alam
 Credit Memo Request

Sales Order Order Type: CR VA01

1. No Delivery type
(Credit 2. No Mandatory Reference
Memo
Request) Item Category : G2N
1. Order related billing
2. No Scheduling
This is used to create to give 3. Returns tick
amount to customer
Billing Type : G2

Billing
Document
Credit Memo)

©Md Sohrab Alam

 Debit Memo Request

Sales Order Order Type: DR

1. No Delivery type
(Debit 2. No Mandatory Reference
Memo 3. Order related billing type
Request) Item Category : L2N
1. Order related billing
2. No Scheduling
This is used to create to take 3. Returns untick
amount from customer
Billing Type : L2

Billing
Document
(Debit Memo)

©Md Sohrab Alam

Subsequent Delivery free Of Charge

Return
Order/Sales
Order

Order Type: SDF

Sales Order 1. No billing type
(SDF) 2. Mandatory Reference of Sales Order

Item Category : KLN

Delivery 1. No Pricing
This is used for returning goods 2. No Billing
instead of credit to customer.

Transfer Order

PGI

©Md Sohrab Alam

Free Of Charge Delivery

Order Type: FD
Sales 1. No billing type
Order 2. No Mandatory Reference

Delivery Item Category : KLN

1. No Pricing
2. No Billing

This is used for sample sales

Transfer Order

PGI
©Md Sohrab Alam
 Outline Agreements

Outline Agreements

Scheduling Agreement
Contract

©Md Sohrab Alam

 Contracts

Quantity Value
Contract Contract
©Md Sohrab Alam
 Value Contract

General Value Material related

Contract Value Contract

Sales document
Sales document type:WK2
type:WK1
VC01 + NORM+ _ + _ = VC01
WK2 + VCIT + _ + _ = WKC
Bydefault Material: Item Category =
WKM1 WKC
(Dummy Material )

WK1 + _ + VCTR + _ = WKN Order type Item usage

Item Category =
WKN
©Md Sohrab Alam
Order type Item cat
grp

©Md Sohrab Alam

BASIC FUNCTIONS

[email protected]

©Md Sohrab Alam

Pricing Determination

©Md Sohrab Alam

Condition Technique
Condition Table
Condition Technique is used for few Basic functions
,those are:
Access Sequence

1. Pricing Determination This is created in

Configuration (SPRO) Condition Type
2. Material Determination
3. Listing/Exclusion
Determination
Procedure
4. Free goods Determination
5. Text Determination
Assign Determination
Procedure
6. Output Determination
This is created in SAP Easy Access
Condition Record
©Md Sohrab Alam
 Condition Table

Access Sequence

Pricing Determination Condition Type

Follow condition technique
Pricing Procedure

Assign Pricing Procedure

Pricing Condition Record

©Md Sohrab Alam
 How system get and find price at sales process?
Find Pricing Procedure (PP)
How ?
Sales 6
Display Price element in
1 Ans: By combination of DPP DPP will come from sales document type Sales Order.

Pricing
CP CPP will come from Customer master data

Get PP-Y17J01
5
2
Condition Condition Condition
type1: type2: type3:
Get Condition Record :
Condition Table 1
PP
R0

Get
Access
Sequen
3 Access Sequence :PPR0 4
Find Condition record of these
Condition Table 1 Condition Table 3 Condition Table 3 condition table in VK11

©Md Sohrab Alam

 Access Sequence
Exclusive It is used to stop further searching of record once
data is found.

©Md Sohrab Alam

©Md Sohrab Alam
 Condition Type
It defines what type of pricing elements it is. (Pricing elements –Price ,Discount,Freight,Rebate)

https://wiki.scn.sap.com/wiki/display/ERPLO/Condition+Types

In pricing, Condition type determines the category of a condition and how it is used.
The first and forth most thing is Condition class and it can be:

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
Special Function of Condition type

Group Condition
Condition Supplement

Condition
Condition
Exclusion Group
Update

Condition
Exclusion

©Md Sohrab Alam

 Condition
Group Supplement
Condition

Condition
Condition
Exclusion Group
Update

Condition
Exclusion

©Md Sohrab Alam

 Condition Supplement Condition
GroupSupplement
Condition
1. A condition supplement is a supplement for a particular condition type. For example, you can
Condition
include a supplement every time you apply a material price. The supplement can contain Exclusion Group
Condition
Update
various discounts.
Condition
Exclusion

2. Whenever main condition type is called then supplement condition is also called.
Note : these condition supplement should be available in pricing procedure of main condition type .
3. List of condition type which can be used as condition supplement in condition type.

Q. How to assign list of condition type in main condition type which act as a condition
supplement?
Ans.
1. Create a pricing procedure (standard : PR0000)
2. Assign all condition type to pricing procedure which is going to act as a condition
supplement.(KA00,RB00,RC00….)
3. Assign pricing procedure to main condition type.

Points to remember:
1. No access sequence is assigned to condition supplement
2. No particular condition record is maintained.D©eMpdeSonhrdaboAlnammain condition type.
Condition Update Group
Condition
Condition
Supplement

1. If it is ticked in condition type then another three fields in Condition

Exclusion Condition
Group Update
condition record is created. those are-
Condition
1. Maximum no. of sales orders Exclusion

2. Maximum condition value

3. Maximum quantity
2. You can restrict any one of these of condition type as per
requirement. Note: Maintain one at a time.

©Md Sohrab Alam

©Md Sohrab Alam
Pricing Procedure

©Md Sohrab Alam

©Md Sohrab Alam
Incompleteness

©Md Sohrab Alam

Header Level
1. Collect Table name and Technical data of particular field by pressing F1 on field.
2. Create Incompletion Procedure(Error Procedure) of Fields which you want to mandatory.
SPRO>Sales & Distribution>Basic function>Log of incomplete item>Define Incompleteness procedure

2.Assign Incompletion Procedure to Order Type

SPRO>Sales & Distribution>Basic function>Log of incomplete item>Assign Incompleteness procedure

©Md Sohrab Alam

1. Screen: When incompletion error show then click on that error then in which
TAB or SCREEN it should direct you ,control from here.
2. Status group: Status group control up to what extent sales process will be
continued if the field is incomplete. You use this function to block a
document for delivery, billing, or Pricing, Picking etc.

We block delivery

©Md Sohrab Alam

 If you tick this, OR document can’t be
saved without completion of
incomplete data.

©Md Sohrab Alam

Partner Determination

©Md Sohrab Alam

 Partner Determination
Partner Type

Customer KU
Vendor LI AP PE Business Partner
Contact Person
Personal Employee

Business Partner :
In SAP a business partner is whom with whom company do business and who take part in Tran

Partner Function: Exact work of partner

Ex. SP,SH,PY,BP

©Md Sohrab Alam

 What is Partner Determination?
The Partner and business partner term in SAP SD refers to parties with whom you do business. Each business partne

Partner Object Assign to

Step 1 Define Partner Function Customer Account Group
Step 2 Create Partner Determination procedure by grouping Partner function. Sales Document Sales Document
Step 3 Assign the partner determination procedure to respective partner object. Header Type
Sales Document Item category
Item Type
Delivery Header Delivery
Document Type
Shipment Header Shipment
Document Type
Billing Header Billing Document
Type
Billing Item Billing Item
Category type
©Md Sohrab Alam Contact Contact type
 Partner Determination (VOPAN)

Customer Master
1. Create new Partner Function ( say : ZD (type-KU) : Value added distributor(VAD))
2. Create new Partner Determination (by copying standard partner determination (AG))
3. Assign new Partner function to new Partner Determination
4. Create new Customer Account group (optional) (take 0001-sold to party)(T-code:OVT0)
5. Assign all Partner function to newly created Customer Account group
6. Assign newly created Partner Function to Customer Account group. (take 0001)
7. Assign newly created Partner determination to newly created Customer Account group
8. Create Customer (XD01)

©Md Sohrab Alam

Text Determination

©Md Sohrab Alam

Source Text Transfer to
Target

Material Text ( At Item Level ) : Handle with care

Customer Text ( Header Level ) : Deliver after 6 pm.

©Md Sohrab Alam

 Maintain Text at Source: Text determination at Source
1. Text Object : where you maintain the Text : KNA1 (General Data)
1. Customer master (General Data(KNA1), SalesAreaText(KNVV), Contact Person(KNVK))
2. Sales Document (Header, Item )

2. Text Type : (a place user write Text ) : Text Id: ( Condition type)
1. Text type=Text Id=Condition type
3. Text determination procedure
1. Text type is assigned to text determination procedure.
4. Assignment of Text Determination Procedure
1. If Text object is Customer then Assign: Text Procedure with Account group.
2. If Text object is Sales Document then Assign: Text Procedure with Sales document type.

©Md Sohrab Alam

 Flow Text to Target: Text determination at Target

1. Text Object: header/item: VBBK

2. Create Text type
3. Create Access Sequence: This stores source information.
1. seq. no.: This is Source data
2. Text object:
3. ID (text Id):
4. Partner function:
5. All language:
6. Create Text Determination Procedure
1. TEXT IS Mandatory : This field control POP-UP Screen at the time
of Order, Delivery….
1. X :
2. Y: text will be displayed during copied source to target.
4. Assign Access sequence and Text type with Text Determination procedure.
5. Assign Text determination procedure with Order type/delivery type.
©Md Sohrab Alam
©Md Sohrab Alam
 Free goods Determination
1. Condition table Follow Condition
2. Access sequence technique.
3. Condition type (NA00 )
4. Assign Free goods determination Procedure with Sales Area + Customer Pricing Procedure + Document
Pricing Procedure
5. Condition Record
1. Inclusive (Free goods are same ) : free qty is included
2. Exclusive (free goods are same or different ): free qty is excluded
6. Calculation Rule
1. Pro Rata
1. No. of Free goods material= (Document Qty./Free goods Qty.)*Free goods

2. Unit reference
1. No. of Free goods material= (Document Qty./Free goods Qty)) =A.B
2. No. of Free goods material = A *Free goods
3. Whole unit
1. No. of Free goods material= (Document Qty./Free goods Qty)) = X
1. If X is whole number
1. No. of Free goods material = X * Free goods
2. If X is fraction/decimal then
1. No. of free goods material = 0.
©Md Sohrab Alam
Free Goods Determination
Steps
SPRO>SD>Basic Function>Free goods> Condition technique for free goods >
Condition Technique
1. Create Condition table
2. Create Access sequence and assign table in access sequence
3. Create Condition Type(Discount type) and assign access sequence in Condition type.
4. Create Procedure and assign condition type in Procedure.
5. Activate Procedure (Sales Org. + Distribution Channel + Division + DPP +
CPP) Create Condition Record:
1. Easy access>Logistic>SD>Master data>Condition>Free goods…VBN1
Discount
2. Enter Discount type(Condition Type)……Create Condition Record
3. Create Sales Order

Inclusive Discount
Exclusive Disco

©Md Sohrab Alam

 Calculation rule

Minimum qty 5 then

free goods activated
2 Qty pe 1 qty 2 Qty pe 1 qty 1: Inclusive
free free 2: Exclusive

©Md Sohrab Alam

©Md Sohrab Alam
Output Determination

©Md Sohrab Alam

What is BRF+
BRF+ is an application programming interface (API) and user interface for defining and processing
business rule. It allows us to model rules in an intuitive way and to reuse these rules in different
applications.
Overview of BRF+
•BRF+ function provides an interface between a business rule modelled with BRF+ and an application
using that rule. The BRF+ function serves as a container for the entire business logic of a rule.
•Rules are implemented as expressions which are assigned to a function. The rule input is known
as context and the rule output is called result.
• Context and result consist of data object which is called decision table, structure, decision tree.
•BRF+ supports features such as simulation, trace, transport, XML export and import
•In order to use BRF+ with your SAP ECC system, your system must be on SAP NetWeaver 7.02 SP6
or above.
•With SAP S/4 HANA a new Output Management approach is in place. The complete configuration
differs from the configuration that is used when output management is based on NAST (condition
technique). The configuration is based on BRF+. In SAP S/4 HANA, the target architecture is based
on Adobe Document Server and Adobe Forms only. For the form determination rules (along with
other output parameters) BRF+ functionality is used.

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
Material Determination

©Md Sohrab Alam

Material Determination (Substitute of Material)

©Md Sohrab Alam

Listing/Exclusion

©Md Sohrab Alam

 Delivery

Picking

Shipping
Packing

PGI

©Md Sohrab Alam

Header level data of Delivery document is controlled by Delivery Type.

Reference to Order

Text Determination

Functions of Delivery Type Transportation

Relevance Partner

determination

Delivery split by warehouse number

Output determination

Number assignment

Route Re-determination

RTTP DON RAS Automatic packing

Storage location determination rule

©Md Sohrab Alam
©Md Sohrab Alam
©Md Sohrab Alam
Storage location determination Rule

MALA • Storage location = Plant + Shipping point + Storage

condition

RETA • Storage location = Plant + Situation +

Storage condition

MARE • First check MALA then RETA.

©Md Sohrab Alam

©Md Sohrab Alam
 Item level data of Delivery document is controlled by Delivery Item category.

Check for 0 delivery quantity

Functions of Delivery Item category Check for Minimum delivery quantity

Check for over delivery

Availability check

Relevant for Picking

Packing Control

Determine storage location

Automatic batch processing

CC-DATA-CRP Text determination

©Md Sohrab Alam

©Md Sohrab Alam
©Md Sohrab Alam
Delivery item Category Determination
Order independent items (whose sales order is not
created) Ex.- Packing Material
Delivery type

Determination of item category of Order independent items :

Item category group
Spro>LE>Shipping>Deliveries>define item Categoty….
Item category of Order independen
Ex.- Packing Material Item category

LF + VERP + PACK + _ + = ZDLP Item

usage

Note : while creation of delivery without sales

order, We put delivery type manually in VL01N :
Delivery type : LO Higher item category

©Md Sohrab Alam

Billing

©Md Sohrab Alam

 Item no.
increment

©Md Sohrab Alam

Billing Plan
Billing
Plan
Periodi Mileston
c e

©Md Sohrab Alam

Periodic Billing
1. Item category WVN
2. Activate billing plan
1. Sales document type: tcode: VOV8: Billing plan type ----
2. Item category: tcode: VOV7: TAN:
1. Billing relevance: I :order related billing plan
2. Billing plan type : 02: periodic billing
note : if we activate billing plan at Sales document type then it will be applicable to all line items.

2. Create a Contract : VA41

1. Service contract : SC
2. Start Date & End Date
3. Contract Profile : Start & End Date come from contract profile.
SPRO>SD>SALES>SALES DOC.>CONTRACTS>CONTRACT DATA>DEFINE CONTRACT PROFILE
4. SPRO>SD>BILLING>BILLING PLAN>DEFINE BILLING PLAN TYPE
1. SELECT Periodic billing plan: 02
2. Date Category (milestone)
3. Billing plan type (milestone & periodic)
4. Horizon (periodic)
5. Next billing date (periodic)

©Md Sohrab Alam

©Md Sohrab Alam
Customizing :

SPRO>SD>BILLING>BILLING PLAN>DEFINE BILLING PLAN TYPE

1. Date Category (milestone)

2. Billing plan type (milestone & periodic)
3. Date proposal (reference )/ date (Milestone & PERIODIC)
4. Horizon (periodic)
5. Next billing date (periodic)

©Md Sohrab Alam

Milestone
1. Item category TAO
2. Create Date proposal :
3. SPRO>SD>BILLING>BILLING PLAN>MAINTAIN DATE PROPOSAL FOR BILLING PLAN TYPE
DOWNPAYMENT

It is always with milestone billing

plan. Example :
Net Value : Rs. 100000
1. Downpayment: 10% : 10000
2. billing line 1: 50 % : 50% of 90000
3. billing line 2. : 30% : 30 % of 90000
4. billing line 3 : 20 % : 20 % of 90000
Note : Downpayment is not included in 100% of billing plan.

Customizing :

1. Downpayment billing type : FAZ (Downpayment request )

2. Date category : 03
3. Date Category (milestone)

©Md Sohrab Alam

©Md Sohrab Alam
Date Category
It controls :
1. Billing type
2. Billing rule : at what basis to give Milestone/periodic …%,…
3. Billing block
SPRO>SD>BILLING>BILLING PLAN>DATE CATEGORY.

©Md Sohrab Alam

Invoice Correction Request and Invoice Cancellation
document are always created by taking Billing
document as a reference.

©Md Sohrab Alam

Invoice list

1. Invoice list is also a billing document.

2. It has information of multiple invoices of same Payer.
3. There is a copy control between original billing type ( F2 ) and invoice
list type ( LR ).
4. Pre-requisite is :
1. Go to XD02 > Payer ( i.e. 1710001 )
2. Sales area > Billing document tab
3. Invoice List Date : 01

5. Create Invoice list ( VF21 ).

Example : Payer : 1710001 has 3. billing document

1. billing document : 90036167 Rs. 100000 : 90034186
2. billing document : 90036176 Rs. 200000 300000
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Invoice list
90032179 Rs. 600000

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Proforma invoice:

1. It is not a actual invoice

2. No accounting entry here.
3. If no accounting ,then no Cancellation.
4. Proforma invoice can be created without PGI.

5. Order related proforma invoice

1. Billing type : F5
6. Delivery related proforma invoice
1. Billing type : F8
7. Proforma invoice is created when we don’t want to create an actual invoice.
Create Proforma invoice then send to customer and customer approve it then we
create actual invoice.

©Md Sohrab Alam

Thank You!
Signing Off!

[email protected]

©Md Sohrab Alam