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Configuring New Sales Document

type - Steps ( Sales, Billing,


Delivery)

Sales And distribution > Basic Functions > Pricing > Pricing Control > Define and assign Pricing
procedure

Complete

Sales And distribution > Basic Functions > Account Assignment / Costing > Revenu Account
Determination

Define and Assign Account Determination Procedures

Define and asign account keys

Assign G\L Account

Sales And distribution > Basic Functions > Account Assignment / Costing > Revenue Recognition

Maintain account determination

Sales And distribution > Basic Functions > Delivery scheduling and Traspotation Scheduling

Define scheduling by Sales Document Type

Sales And distribution > Basic Functions > Output control > Output Determination >

Sales And distribution > Basic Functions > Output control > Define Print Parameters

Sales And distribution > Sales > Sales Documents > Sales Document Header

Define Sales document type

Define number ranges for sales docment


Assign sales area to sales document type

Sales And distribution > Sales > Sales Documents > Sales Document item

Assign item categories

Sales And distribution > Sales > Sales Documents > Schedule Line

Assign schedule line category

Sales And distribution > Sales > Sales Documents > Define and Assign status profile

Assign order type / status profile

Sales And distribution > Sales > Billing > Billing document > Define billing type

Define billing type

Define number ranges for sales document

Sales And distribution > Sales > Billing > Billing document > Invoice Lists

Assign Invoice List type to Each billing type

Maintain conditions for Invoice list

maintain output for invoice lists

Sales And distribution > Sales > Billing > Billing document > Maintain copying control for billing
documents

Sales And distribution > Sales > Billing > Billing document > Define blocking reason for billing

Logistics Execution > Shipping > Shipping point and goods receiving point determination

Define shipping condition by sales document type

Logistics Execution > Shipping > Scheduling > Define scheduling and trasnportation scheduling

check all after addition of Sales Doc type


Logistics Execution > Shipping > Availability check and transfer of requirments

Transfer of requirment

Avilability check

Logistics Execution > Deliveries

Logistics Execution > Deliveries

Normal Sales Order Cycle:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions,
such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with
reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core
team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to


maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to
required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new,
copy as from standard & maintain New.
2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales
Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to
create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line:
Item Category + MRP Type / No MRP Type.

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new,
copy as from standard & maintain New.

2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type.
Incase if required to create new, copy as from standard & maintain New.

3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3:

IMG > Sales and Distribution > Billing >

1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy
as from standard & maintain New.

2. Define Number Range For Billing Documents: Ensure to maintain number range.

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales
Order to Billing, Deliver to Billing, etc.

Note: Ensure that Copy Control settings are done

Sales Order to Sales Order (QT --> OR): VTAA

Sales Order to Delivery (OR --> LF): VTLA


Sales Order to Billing (OR --> F1): VTFA

Delivery to Billing(LF --> F2): VTFL

Billing to Sales Order (F2 --> RE): VTAF

The configuration differs from scenario to scenario & requirement of the client.

Regards,

Harish K

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