Sales office change

Where to change the ADRNR field for a particular sales office?

SPRO --> Enterprise Structure --> Definition --> Sales & Distribution --> Sales Office --> Define Sales Office. Here go to the address & change the address & the new address will reflect in the output. 
 

Table in which sales office data is stored.   

In which table name address of the sales office (SD ) is stored. Also tell in which table, description of the sales office is stored.

table TVBUR-vkbur is the sales office

table tvbur it contains a field called address number. ADRNR

take that field(ADRNR) and compare with table ADRC-ADRNR.

in table ADRC you will find name, description, address and all other data.

table TVKBT -- description of sales office. 
 

Assignment of Single sales office to multiple sales organizations.

We have a scenario where we need to Assign single sales office to multiple sales organizations in CRM. When I am trying to assign sales office to more than one sales organization 1st assignment between Sales office and Sales Org is getting deleted, and only the 2nd assignment is available.  
At sales office level in Function tab, it is showing only the assigned sales Organization (only one sales org), how to assign one more sales org to this sales office here.

The assignments are on the lower node. Which means you will go to Sales office, go to function TAB and assign multiple sales organizations there.

In the change form click New entry and assign the new sales organization and distribution channela and division combination.

You can assign as many combinations as needed here.

1. There are 2 version in CRM Org Model. 
a) SBIV (Standard Backend Integration Version) 
b) EBIV (Enhanced Backend Integration Version)

2. EBIV is used to handle multiple assignments in CRM system.

3. As you know we have 3 Org Units as far as Sales is concerned i.e. Sales Org, Sales Office, Sales Group.

4. In R/3 there is a standard way to maintain multiple assignments among these org units.  
Ex: Sales Group 'X' works (assigned) for 2 Sales Offices 'North' and 'South' simultaneously.

5. But in CRM this assignment is not as common as in R/3 and is not supported thru SBIV.

6. If you would like to have these multiple assignments made in R/3 available in CRM as well you may want to go thru EBIV.

7. Once you run EBIV you cannot go back to SBIV.

8. In EBIV divisions and distribution channels can only be assigned to sales units (sales organizations, sales offices, and sales groups). If they are assigned to any other neutral Org Units (Org Units without any Org Attributes), those assignments would be deleted once you shift from SBIV to EBIV.

Task Specifc SD Transaction Codes 2

Where do we maintain "Item Category Usage" at the master level?

Spro --> Sales and Distribution --> Sales --> Sales Documents --> Sales Document Item --> Define Item Category Usage

Item Category Usage: item category usages which control the usage of an item. Item category usage controls, for example, the system response if during document processing an item does not refer to a material but to a text item. Item category usage can also be maintained via the item categories 

In contracts we are creating quantity contract and value contracts in that we only put the validity period after validity period that contract will close,but customer want before one month closing the period system should alert with popup box like this contract is going to close, for this sales manager can follow up the customer for renual the contract.

Getting a pop-up when the Contract is going to expire is not a Standard SAP thing.  For this you need to do some programming.  Instead of this the Std system has a reminder system where in the open Contracts and Quotaions are popped up when you about to create a sales order.

This setting is in the Sales order header , 
Goto -- VOV8 --- Quotation and Outline agreement messages

If you want to have different number range for different sales area where the settings to be done.

Number Rage are use to define what number to be assign to sales document type. Number range can be assign Internal or external.

In internal number range system automatically assign a number to sales document according to number range define in system.

In External number range user manually assign number to sales document.

For Assigning Number Range use T-Code VN01

Choose Intervals ---- Define your number range 

Task Specifc SD Transaction Codes 1

How to configure tax?

Use the following Tcodes:

OBQ1 --- CONDITION TABLE  
OBQ2 --- ACCESS 
OBQ3 --- TAX PROCEDURE CAL  
OBBG --- ASSIGN COUNTRY TO TAX PROC 
OVK3 --- CUSTOMER TAX CATEGORY  
OVK4 --- MATERIAL TAX CATEGORY  
OVK1 --- TAX DETERMINATION RULES  
OVK6 --- ASSIGN DELIVERY PLANTS

and thenVK11 to maintain the condition record for the tax rate. 

I raise a sales order and is getting a error stating that "sales area is not defined".

1) At SPRO-->SD-->Sales header-->Assign Sales area to Sales document - Combine your Sales Organisations, Distribution Channels & Divisons

2) At VOPA-->Assign Partner Determination procedure to your Account Group of Customer Master you are using.

3) At VOPA--> Assign Partner Functions to your Account Group & Partner Determination procedure

Steps to create a Vendor Master Data at the client level and how do we extend it to different company codes?

Follow the following steps: 
  1. Create a vendor account group   OBD3 
  2. Define no. range for vendor account group    XKN1 
  3. Assign number range to Vendor account group   OBAS 
  4. Define tolerance Group for vendor     OBA3 
  5. Create 2 GL accounts    FS00 
          a) Purchases A/c 
          b) S. creditors A/c 
  6. Create Vendor master data     XK01 
  7. change/block vendor master data   XK02/XK05 
  8. Define document type and no. range     OBA7 
        a) KA 
        b) KG 
        c) KR 
        d) KZ    *-- Vandna

How to find the strategy group in sap sd?

Menu path for Strategy Group is:

Spro --> Production --> Production Planning --> Demand Management --> Planned Independent Requirements --> Planning Strategy --> Define Strategy Group.

OPPT -- Maintain Starategy Group

We can see Strategy Group in Material Master Record - MRP 3 - Planning -- Strategy Group. 
  10 - For Make to Order 
  20 - For Make to Stock

SAP SD Transaction codes List

I found a way to know hidden customizing Tcodes.

Before executing customizing task you desire, point it and go to Edit-Display IMG Activity. Then mark activity.

Go to T.Code se16 and type in CUS_IMGACH table. 
Execute. 
Paste IMG Activity and run. 
You will see Tcode that belongs to IMG Activity.

SAP SD Tips by: Javier

The most frequently used transaction codes are as follows: 
1. VS00 - Master data 
2. VC00 - Sales Support 
3. VA00 - Sales 
4. VL00 - Shipping 
5. VT00 - Transportation 
6. VF00 - Billing

Others as follows: 
At Configuration: 
1. VOV8 - Define Sales documents type (header) 
2. OVAZ - Assigning Sales area to sales documents type 
3. OVAU - Order reasons 
4. VOV4 - Assign Item categoreies(Item cat determination) 
5. VOV6 - Scedule line categories 
6. OVAL - To assign blocks to relevant sales documents type 
7. OVLK - Define delivery types 
8. V/06 - Pricing 
9. V/08 - Maintain pricing procedure 
10.OVKP - Pricing proc determination 
11.V/07 - Access sequence

Enduser: 
1. Customer Master Creation-VD01 and XD01 (for full inclu company code) 
    VD02 - Change Customer 
    VD03 - Display Customer 
    VD04 - Customer Account Changes 
    VD06 - Flag for Deletion Customer 
    XD01 - Create Customer 
    XD02 - Modify Customer 
    XD03 - Display Customer 
2. Create Other material ----MM00 
3. VB11- To create material determination condition record 
4. CO09- Material availability Overview 
5. VL01 - Create outbound delivery with ref sales order 
6. VL04 - Collective processing of delivery 
7. VA11 - Create Inquiry 
    VA12 - Change Inquiry 
    VA13 - Display Inquiry

Sales & Distribution 
Sales order / Quote / Sched Agreement / Contract 
· VA01 - Create Order 
· VA02 - Change Order 
· VA03 - Display Order 
· VA02 - Sales order change 
· VA05 - List of sales orders 
· VA32 - Scheduling agreement change 
· VA42 - Contract change 
· VA21 - Create Quotation 
· VA22 - Change Quotation 
· VA23 - Display Quotation

Billing 
· VF02 - Change billing document 
· VF11 - Cancel Billing document 
· VF04 - Billing due list 
· FBL5N - Display Customer invoices by line 
· FBL1N - Display Vendor invoices by line

Delivery 
· VL02N - Change delivery document 
· VL04 - Delivery due list 
· VKM5 - List of deliveries 
· VL06G - List of outbound deliveries for goods issue 
· VL06P - List of outbound deliveries for picking 
· VL09 - Cancel goods issue 
· VT02N - Change shipment 
· VT70 - Output for shipments

General 
· VKM3, VKM4 - List of sales documents 
· VKM1 - List of blocked SD documents 
· VD52  - Material Determination

Important Tables for SAP SD

Sales and Distribution:
 
                  Table  Description
 
Customers         KNA1   General Data
                  KNB1   Customer Master – Co. Code Data (payment method, reconciliation acct)
                  KNB4   Customer Payment History
                  KNB5   Customer Master – Dunning info
                  KNBK   Customer Master Bank Data
                  KNKA   Customer Master Credit Mgmt.
                  KNKK   Customer Master Credit Control Area Data (credit limits)
                  KNVV   Sales Area Data (terms, order probability)
                  KNVI   Customer Master Tax Indicator
                  KNVP   Partner Function key
                  KNVD   Output type
                  KNVS   Customer Master Ship Data
                  KLPA   Customer/Vendor Link
                                   
Sales Documents   VBAKUK VBAK + VBUK
                  VBUK   Header Status and Administrative Data
                  VBAK   Sales Document - Header Data
                  VBKD   Sales Document - Business Data
                  VBUP   Item Status
                  VBAP   Sales Document - Item Data
                  VBPA   Partners
                  VBFA   Document Flow
                  VBEP   Sales Document Schedule Line
                  VBBE   Sales Requirements: Individual Records
 
SD Delivery Doc   LIPS   Delivery Document item data, includes referencing PO
                  LIKP   Delivery Document Header data
 
Billing Document  VBRK   Billing Document Header
                  VBRP   Billing Document Item
 

Reports in Sales and Distribution modules (LIS-SIS):

Sales summary - VC/2 
Display Customer Hierarchy - VDH2 
Display Condition record report - V/I6 
Pricing Report - V/LD 
Create Net Price List - V_NL 
List customer material info - VD59 
List of sales order - VA05 
List of Billing documents - VF05 
Inquiries list - VA15 
Quotation List - VA25 
Incomplete Sales orders - V.02 
Backorders - V.15 
Outbound Delivery Monitor - VL06o 
Incomplete delivery - V_UC 
Customer Returns-Analysis - MC+A 
Customer Analysis- Sales - MC+E 
Customer Analysis- Cr. Memo - MC+I 
Deliveries-Due list - VL04 
Billing due list - VF04 
Incomplete Billing documents - MCV9 
Customer Analysis-Basic List - MCTA 
Material Analysis(SIS) - MCTC 
Sales org analysis - MCTE 
Sales org analysis-Invoiced sales - MC+2 
Material Analysis-Incoming orders - MC(E 
General- List of Outbound deliveries - VL06f 
Material Returns-Analysis - MC+M 
Material Analysis- Invoiced Sales - MC+Q 
Variant configuration Analysis - MC(B 
Sales org analysis-Incoming orders - MC(I 
Sales org analysis-Returns - MC+Y 
Sales office Analysis- Invoiced Sales - MC-E 
Sales office Analysis- Returns - MC-A 
Shipping point Analysis - MC(U 
Shipping point Analysis-Returns - MC-O 
Blocked orders - V.14 
Order Within time period - SD01 
Duplicate Sales orders in period - SDD1 
Display Delivery Changes - VL22                   

Serial Number Management In SAP SD

I am following the below step: 
 1. Serial number profile is created. 
 2. Assigned sales order procedure (SDAU) and delivery proceedure to serial number (SDLS). 
 3. Profile is assigned in material master record 
 4. Assume there is a stock of 10 quantity without serial number (you can do 561 for initial stock posting ) 
 5. IQ01 created serial number for all the 10 stock. 
 6. VA01 created sales order for one quantiy 
 7. Assigned one serial number for this material 
 8. Sales order is saved and delivery and PGI is done for the same serial number and material 
 9.  MMBE stock is reduced with one quantity  
10. MB51 if check the material document in serial number TAB i can see a message that "The material is managed in serial numbers" 

So now my question is why I can't see serial number in material document? How can able to see that? what is the configuration required?

Whatever settings you have maintained is correct. I shall share as to what happens in our business process.

VA01- Sales order 
Vl03 - Delivery 
LT03- Transfer Order

After transfer order there is a transaction used ZL02 where in the delivery number is entered and on executing, a screen pops up asking for the serial number. Here we enter the serial number maintained for the material and is got from MMBE. And the serial number is captured for the material.

Pls check for the serial numbers in MMBE and I suppose a program needs to be created by an ABAPer for the serial number to be fetched and a transaction to be 
created and associated with the program.

I need Serial Number Profile tables as soon as possible.

T377P - Serial Number Management Profiles 
T377P_T Texts for Serial Number Management Profiles 
T377X Documents Allowed for Serial Number Management 
T377X_T Texts for Serial Number Management Documents 
T5KSN ROE Serial Number

SERI Serial Numbers 
EQBS Serial Number Stock Segment 
EQSE Serial Number Records

IQ09 - Check Material Serial No

In outbound delivery, post goods issue failed because of serial number, but this serial number was not assigned to any other material.

Check the serial number and material with IQ03. Serial number is material specific.  

When I looked at the IQ03, for the serial no "#162559019S.", I realized that the status is still remain as EDEL and ESTO.  
Supposingly, the status should only has ESTO. Is there a way to remove the status "EDEL"?

Go to IQ02, do the following steps:

1. Go to edit -> Special serial number function -> manual transaction 
2. Choose "to stock"

The status should be ESTO now. Try it.

EDEL status shows that it is assigned to a delivery. Change it by going into IQ02 --> Edit --> Sp.Serial number Functions --> Manual Transaction and make it 'to stock'

If the serial number has status EDEL ESTO that means the serial number is assigned to the Delivery, reversal PGI has not been completely performed.

Once you do that then only this will come as ESTO.

Please check your SD document flow if all the documents have been reversed.

Click the Status of Serial Number Master record.

- ESTO status In the warehouse. means .. open.. 
- EDEL (Assigned in delivery note). According to this status, transaction 'Goods issues' is not allowed. 
- ECUS At customer site

How To Do Master Record Mass Maintenance

Which master records mass maintenance can be done? 
What do you mean by mass maintenance?

Mass maintainance in MM-

1. Mass Maintainance means to change a master data or transactional data in mass

2. SAP has provided Mass Maintainance for many objects

Examples:Material masters, BOMs, Routings, Workcenters in PP

In MM --> Inforecords, PO,s Preqs etc

To do master record mass maintenance

You can use tcode MASS and then select your Object type or there is few specific mass maint. Tcode is available like for PO = MEMASSPO etc. but you can use MASS also for that you need to select the object type for PO

Tips for mass modification:

Use object type BUS1001 and generate. Then you have to know the tables where the field you want to modify is.  Pick the fields in their folder and generate again. Then in selection pick the materials or use other selection criteria. Generate again.

In the upper side of the screen insert the data and click the button 'carry out a mass change'.

Save and leave.

Master records mass maintenance can be done:

Material master, info record, vendor, PO, PR, etc.

What do you mean by mass maintenance?

MASS maintenance means - suppose you want to change prticaulr field of material for all the mateirl of certian plant or all the plant you can do using mass like wise for certian PO value if you want to cahnge you can use mass.

There a lot of transactions for specific mass changes. MASS is also one of the transactions among them.

- Mass Change in material master. MM17 
- Mass change in BOM. CS20 
- Mass change in work center. CA85 
- Mass change in Reference opn set. CA95 
- Mass change in PRT. CA75

- SU10 Mass changes to User Master. 
- SU12 Mass Changes to User Master Records.

- CO44 Mass processing of orders. 
- F.80 Mass reversal of documents. 
- FOFO Mass release. 
- FOVX Mass processing of offers. 
- IMAM Mass maintenance of approp.requests. 
- KE55 Mass Maintenance PrCtr Master Data. 
- XD99 Customer master mass maintenance. 
- XK99 Mass maintenance, vendor master.

Link Between SAP SD, MM & FI

1. In SAP you will always get integration with other modules. SD will interact with FI, MM will interact with SD :-

1a. Looking at MM and SD interaction first, take the scenario of a third party order process. This process uses a purchase order (which is sent to your vendor). Also invoice verification is used further along the process to check that the invoice you send to your customer is the same material and quantity as that which the vendor sends to you (but obviously shipped  
directly to your customer). 

1b. Billing is an SD function. But SAP needs to know, when processing a customer's payment, to which GL account the payment has to be processed. For instance payment of a UK based material would be placed in a different GL account to that of a non-UK based material. Furthermore, a UK based customer may have a different GL account to that of an Export customer. This is configured in Account Determination.

2. ABAPers are there to essential do some bespoke development. Your integration, or interaction, with them would be when specifying the tables, fields, input fields, a simple process explanation, data mapping (if doing an interface from one system to another) etc.                 *-- Shahee

The link between SD and MM :-

1. When you create sales order in SD, all the details of the items are copied from Material master of MM.

2. MRP and availibility check related data is also taken from MM although you control this data in SD also.

3. While you create inbound/outbound delivery with reference to a sales order,the shipping point determination takes place with the help of the loading group, plant data, shipping conditions etc. This also refers to Material Master.

4. The material which you are entering in a sales order must be extended to the sales area of your sales order/customer otherwise you cannot transact with this material.

There are many such links between SD and MM.

Now the link between SD and FI :-

1. Whenever you create a delivery with reference to a sales order, goods movement takes place in the bacgground. eg. In case of standard sales order, you create an outbound goods delivery to the customer. 
Here movement 601 takes place. This movement is configured in MM. Also, this movement hits some G/L account in FI. Every such movement of good s hits some G/L account.

2. The accounts posting in FI is done with reference to the billing documents (invoice, debit note, credit note etc) created in SD. Thus this is a link between SD and FI

3. Tax determination: In case of a tax determination also, there is a direct link between SD and MM

SD Integration points with other modules

SD module is highly integrated with the other modules in SAP.

Sales Order –  Integration Points                      Module •Availability Check             -       MM •Credit Check                   -       FI •Costing                        -       CO/ MM •Tax Determination              -       FI •Transfer of Requirements       -       PP/ MM  Delivery & Goods Issue –  Integration Points                      Module •Availability Check             -       MM •Credit Check                   -       FI •Reduces stock                  -       MM •Reduces Inventory $            -       FI/ CO •Requirement Eliminated         -       PP/ MM  Billing - Integration Points                      Module •Debit A/R                      -       FI/ CO •Credit Revenue                 -       FI/ CO •Updates G/ L                   -       FI/ CO   (Tax, discounts, surcharges, etc.) •Milestone Billing              -       PS  Return Delivery & Credit Memo - Integration Points                      Module •Increases Inventory            -       MM •Updates G/ L                   -       FI •Credit Memo                    -       FI •Adjustment to A/R              -       FI •Reduces Revenue                -       FI

Tips by: Subha

SD Transaction Code Flow: 

Inquiry / Document type IN 
Tcode for creation VA11,VA12,VA13. tables VBAK,VBAP

Quotation / QT 
Tcode for creation VA21,VA22,VA23. tables VBAK,VBAP

Purchase Order PO 
Tcode for creation ME21,ME22,ME23. tables EKKO,EKPO.

Sales Order OR 
Tcode for creation VA01,VA02,VA03. tables VBAK,VBAP

Delivery LF 
Tcode for creation VL01,VL02,VL03. tables LIKP,LIPS

Billing MN 
Tcode for creation VF01,VF02,VF03. tables VBRK,VBRP

To create a sales order we need purchase order number and custmer number.  Before that, to create a purchase order we need to have material no, vendor no.

To create vendor tcode is  
xk01(create), xk02(change) , xk03(display) 
Tables are lfa1.

To create custmer tcode is xd01, xd02, xd03. 
Table is kna1.

After creating sales order using this no we can create delivery note tcode is vl01.    

SAP Sales and Distribution Frequently Asked Questions

Master Data

Q: Some materials have been blocked for procurement and production. Even though deletion flag is set for a material/plant level, the order can be still entered ( with a warning message). Is there a way to block such transactions for a material flagged for deletion?

A: Sales Status field in the sales organization view of the material master may be used to block any transaction for the material.  
 

Q: We can define our own exchange rate types and use them instead of the defaulted types, 'M', 'B' and 'G'. How can we overwrite default types in SD?

A: Exchange rate gets copied from the customer master record. Exchange rate types are to be maintained for the customer in the sales screen of the customer master record.

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Shipping

Q: The PL00 condition is fine in delivery. But when we try to print to either the screen or printer, an error V1032 occurs. Why?

A: In order to use the Packing list PL00 (packing slip in delivery) you must do 'Packing' in the delivery note (edit->packing) 
 

Q: we have to enter a shipping point while creating a delivery. Is it possible to create delivery without shipping points?

A: When you are releasing a sales order, choose Sales document -> Subsequent functions-> Create delivery, then the shipping point will be brought in from the sales order. In all other scenarios you have to key in the shipping point. The above described scenario will only work if all items on the sales order are to be shipped from the same shipping point. 

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Billing 

Q: SAP allows a non-inventory item and an inventory item to be in the same document till delivery but splits at the time of creation of billing document. Can wecombine a non-inventory item with an inventory item in one invoice? Can we treat it as a value item in sales order so that it is priced and then make it as a text item in delivery documents so that it appears in the same invoice and does not split? 

A1: Make the non-stock material deliverable, but not pickable. Both items will carry into the delivery, and therefore appear on the same invoice.

A2: Change the copy rule for orders->invoices and deliveries->invoices to specify that invoice combination is permitted. However note that for system to create combined invoices, PO number, payment terms, sales organization, and distribution channel must be identical. Else undesirable combinations may be created by the system.

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Pricing Conditions

Q: It is impossible to price at the material level (matnr) , when a material has a pricing reference (mvke-pmatn) set up against it in the master data. Pricing always look for the pref, even if a price is set up against the material and not the pref. How can we price by material and pref?

A: The field used to look up at the price is defined in Access sequence. You may find a step with PMATN as material number. If you insert a step with MATNR then the system will first look for the material, if not found (use the exclusion tick box) it will look for the pref.

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Customizing

Q: We generated a new condition table. Assigned the condition to access sequence. Created a condition record. Access sequence is assigned to the output type. But when we create a billing document, output screen comes up blank for the output type. When we look up Determination Analysis, we get an error "Note 524 Access not made (Initialized Field)". What else is required to be done? 
A: Assign output determination procedure to the header of the document and the output type.

Q: How can we set up to have the VAT# be accepted in the Ship-To Master File Data Control screen? 
A: IMG->Fin. Acct.->AR and AP ->Customer acct->Master Record -> Prepare to Create Customer-> Define Acct. Group.

Q: We want to explode Bill of Material automatically at time of Order entry and explode an Equipment BOM in the sales order. What are the setting required? 
A: Use an item category that is configured for bills of material for having a sales BOM to explode automatically.  
Standard SAP item categories are : 
TAQ - Pricing and inventory control take place at the BOM header level 
TAP - Pricing and inventory control take place at the BOM item level 
These can be automatically derived using the item category groups ERLA and LUMF, respectively.

Q: How can we make the Customer Group 1 (or 2, 3, 4, 5) a mandatory field? 
A: Logistic General-> Logistics Basic Data: Business Partners -> Customers -> Control -> Define account groups and field selection for customer

Choose Customer Acct. GR. (double-click). -> Field Status: Sales data (double click) -> sales (double click) .Check the radio button against Customer Gr as REQ. ENTRY. Save the settings to make customer GR entry mandatory .

Q: Is there an user exit to copy the data into planning table? 
A: Use user exit MCP20001 and include ZXSOPU01.

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Others

Q: We get a report screen: "Goods issue: Problem Log" during the delivery process when activating Post Goods Issue button. We want to include our own error message to this list if the selected batch is not on a customer defined table. What is the best way?

A: Try User exit - USEREXIT_SAVE_DOCUMENT_PREPARE

Why Do We Assign Division to Sales Organisation

In SAP, why do we assign division to Sales organisation not to distribution channel?

  In SAP Business Process  
    
  Sales Area= Sales Org.+Dist.Channel+Division. 
    
  Its Triangular intraction 
    
                          Sales organization 
                               /                 \ 
                             /                     \ 
     Dist.Channel<----------------->Division 
    
Sales Org controls Distribution Channel and Division 
    
Distribution Channel: The channel that is choosen the organization to make their product reach the end customer.(Network) 
    
Division: Ex: HLL-------->  Detergents, Out of Home,Food Products,Health Care Sectors/Departments  
              TATA Motars: Trucks/Bus,Cars,Heavy Vechiles Etc... 
    
Please note it is not: 
    
    Sales organization 
            | 
            |             
    Dist.Channel 
            | 
            | 
      Division

Division is an Oragaizational Unit. 
    
The Division in the Material Master is not an Organizational Unit that can be used to maintain related fields.  It is a field which is used to uniquely assign a material to a Division.