Make to Order Sim Tutorials

The tutorial focuses on

  • Sales order-independent production by MTS (make-to-stock) production typology
  • The forecast of repetitive manufacturing products with consumption according to customer requirements
  • Make-to-stock production with external processing and subcontracting

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SAP MM-Purchase Requisition (A Good Training Manual)

Contents

Purchase Requisitions – Customizing your Desktop Settings
Favorite SettingS
Personal Setting
Default Settings for Purchasing Screens
Creating A Purchase Requisition Use Transaction ME51N
Section 1 ~ Header
Section 2 ~ Item Overview
Section 3 ~ Item Detail
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Materials Management (MM)

One of the main logistic application modules is Materials Management (MM). The MM module is designed to provide information, tracking, controlling, and management on the materials moved in, within, and out of the organization and the valuation of those materials. The MM module does not focus only on materials; it supports externally procured services as well. MM contains components for consumption-based planning, inventory management, purchasing, invoice verification, external service management, and information systems.

Consumption-based planning deals with stock replenishment utilizing material requirements planning (MRP), determining lot-sizing procedures, and performing forecasting, potentially with formulas. The inventory management component houses the material and service master records, and controls and tracks all the goods movements, receipts, issues, return receipts, stock transfers, reservations, physical inventory, stock determination, and batch handling. In addition, inventory management contains the actual costing material ledger that supports multiple currencies and valuations of a material as well as calculating an actual price from production. The purchasing area of MM provides the ability to determine possible sources to supply materials/services, the actual
procurement of these materials/services, tracking the delivery from vendors, and monitoring the payments to those vendors. Within purchasing are the vendor master records, requisitions, requests for quotes, conditions and prices, purchase orders, and vendor confirmations among many other objects.

Invoice verification, as its name suggests, supports verification and material valuations such as Last In First Out (LIFO) and First In First Out (FIFO), revaluations for price changes, changes to the invoices for credits, taxes, cash discounts, checking the invoices, defining account impacts for invoices, canceling invoices, delivery costs, and determining invoice variances. The external services management component is provided to support the complete process of procuring external services from vendors, from bidding on invitations, to awarding the order, to acceptance of services. It is used to define the service specifications, enter the services performed, accept those services, and then verify the service invoice. The information systems within MM consist of vendor valuations, the purchasing information system, and inventory information.

SD Reports

Sales And Distribution: Master Data Reports

Master Data    
  MM03 Display Material Master
  OV50 Customer Master Comparison
  OV51 Display Changes To Customers
  VD03 Display Customer Master Data – Sales Area
  VD04 Display Customer Changes – Sales Area
  XD03 Display Customer Master Data – Complete
  XD04 Display Customer Changes – Complete
  VD53 Display Customer-Material Info Record
  VCH3 Display Batch Search Strategy
  MSC3N Display Batch
Pricing and Output Conditions

  VA53 Display Item proposal
  VA55 Item Proposal List By Material
  VBN3 Display Free Goods Determination
  VK13 Display Condition Record Using Condition Type
  VK33 Display Condition Records
  VV13 Display Output Condition – Sales
  VV23 Display Output Condition – Shipping
  VV33 Display Output Condition – Billing

 

Sales and Distribution: Sales Reports

Credit Management

  F.31 Credit Management Overview
  F.32 Customers With Missing Credit Data
  FCV3 Early Warning List
  FD33 Customer Credit Management Display
  FDK43 Credit Management Master Data List
  S_ALR_87012215 Display Changes To Credit Management
  S_ALR_87012218 Credit Master Sheet
 

Sales and Distribution Processing    
  VA03 Display Sales Order
  VA13 Display Inquiry
  VA23 Display Quotation
  VL03N Display Outbound Delivery
  VL22 Outbound Delivery Changes
  V_UC Incomplete Outbound Delivery
  VF03 Display Billing Document
  VF05 Billing Documents List
  VFX3 Blocked Billing Documents
  ME53N Display Third Party Requistion
  VA15 Inquiries List
  VA25 Quotations List
  VA05 Orders List
  V.14 Blocked Orders
  V.15 Overdue Orders
  VL06F Outbound Deliveries List
  VL04 Delivery Due List
  VF05 Billing Documents List
  MCV9 Incomplete Sales Documents List
  MMBE Stock Overview
  CO09 Availability Overview
  VBN3 Display Free Goods Conditions
  VV13 Display Output Conditon – sales
  VV23 Display Output Condition – shipping
  VV33 Display Output Condition – billling
  VD53 Display Customer – Material Info Record
  V/LD Pricing Reports
  VA23 Display Quotation
Sales Information System  
  MCTA Customer analysis
  MCTC Material analysis
  MCTE Sales Organisation analysis
  MCTK Shipping Point analysis
  MC(A Customer Incoming Orders
  MC+A Customer Returns
  MC+E Customer Invoiced Sales
  MC+I Customer Credit Memos

MC(E Material Incoming Orders
  MC+M Material Returns
  MC+Q Material Invoiced Sales
  MC+U Material Credit Memos
  MC(I Sales Org Incoming Orders
  MC+Y Sales Org Returns
  MC+2 Sales Org Invoiced Sales
  MC+6 Sales Org Credit Memos

MC(U Shipping Point Deliveries
  MC-0 Shiping Point Returns

SD Transaction Codes

Sales and Distribution Master Data Transactions

 

Material Master    

MM01 Create Material Master

MM02 Change Material Master

MM50 Extend Material Views
Customer Master    

VD01 Create Customer Master Data – Sales Area

VD02 Change Customer Master Data – Sales Area

VD05 Block/ unblock Business Partner

VD06 Delete Customer Master Data

XD01 Create Customer Master Data – Complete

XD02 Change Customer Master Data – Complete

VD51 Create Customer-Material Info Record

VD52 Change Customer-Material Info Record
Batch Data    

VCH1 Create Batch Search Strategy

VCH2 Change Batch Search Strategy

CT04 Define Batch Characteristics

CL02 Define Batch Classes

MSC1N Create Batch

MSC2N Change and Classify Batch
Item Proposal & Pricing Conditions    

VA51 Create Item Proposal

VA52 Change Item Proposal

VBN1 Create Free Goods Determination

VBN2 Change Free Goods Determination

VK11 Create Condition Record Using Condition Type

VK12 Change Condition Record Using Condition Type

VK31 Create Condition Records

VK32 Change Condition Records – Fast Entry

VK34 Create Condition Records With Template
Output Conditions


VV11 Create Output Condition – Sales

VV12 Change Output Condition – Sales

VV21 Create Output Condition – Shipping

VV22 Change Output Condition – Shipping

VV31 Create Output Condition – Billing

VV32 Change Output Condition – Billing

 

 

Sales And Distribution Other Frequently Used Transactions

 

Credit Management


F-28 Post Incoming Payments

FD32 Customer Credit Management Change

VKM1 Credit Management – Blocked SD Documents

VKM2 Credit Management – SD Documents Released

VKM4 Credit Management – All

OBB8 Definition and Maintenance Of Payment Terms
Inquiry Processing


VA11 Create Inquiry

VA12 Change Inquiry
Quotation Processing  

VA21 Create Quotation

VA22 Change Quotation
Sales Processing    

VA01 Create Sales Order

VA02 Change Sales Order

V.01 Incomplete SD Documents

V_RA Backorder Processing List – SD

V_SA Collective Processing Log

V_V2 Execute Backorder Rescheduling

VA14L SD Documents Blocked For Delivery

OVAU Definition of Order Reason
Delivery Processing    

VL01N Create Outbound Delivery wrt Sales Order

VL02N Change Outbound Delivery

VL06 Delivery Documents List

VL06G PGI Collective Processing Via Outbound Delivery Monitor

VL06O Outbound Delivery Monitor

VL09 PGI Cancellation / Reversal

VL10A Delivery Due List – Sales Documents

VL10B Delivery Due List – Purchasing Documents

VL23 PGI Schedule Background Processing

VL71 Outbound Delivery Output

V_UC Incomplete Outbound Deliveries

VG03 Display Group Of Outbound Deliveries
Billing    

VF01 Create Billing Document

VF02 Change Billing Document

VF04 Process Billing Due List

VF06 Background Processing – Billing

VF11 Cancel Billing Document

VF31 Output from Billing

VFX3 Blocked Billing Documents

SD Configuration

Enterprise Structure:

1 Edit, Copy, Delete, Check Company Code(T001)
Company is created by FI Consultant.
The company code is an organizational unit used in accounting. It is used to structure the business organization from a financial accounting perspective.
IMG -> Enterprise Structure -> Definition -> Financial Accounting -> Define, copy, delete, check Company Code

2 Define Credit Control Area(T014)
Company is created by FI Consultant.
The credit control area is an organizational unit that specifies and checks a credit limit for customers.A credit control area can include one or more company codes. It is not possible to assign a company code to more than one control area. Within a credit control area, the credit limits must be specified in the same currency.
IMG -> Enterprise Structure -> Definition -> Financial Accounting-> Define Credit Control Area

3. Maintaining Sales Organization(TVKO)
Sales Organization is an organizational unit responsible for the sale of certain products or services.
IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check Sales organization

4. Assigning Sales Organization to Company Code(TVKO~BUKRS)
This assignment ensures all the sales made through this Sales Organization are accounted for in the assigned Company Code (Company Code is created by FI Consultant).
IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign Sales Organziation to Company Code

5. Maintaining Distribution Channel(TVTW)
Distribution Channel is the way, in which Products or Services reach Customers.
IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel

6. Assigning Distribution Channel to Sales Organization(TVKOV)
This assignment ensures, a Sales Organization can supply Materials to Customers through this Distribution Channel.
IMG -> Enterprise Structure -> Assignment -> Sales and Distribution > Assign distribution channel to sales organization

7. Maintaining Division(TSPA)
Division is a way of grouping materials, products, or services.
IMG -> Enterprise Structure -> Definition -> Logistics – General -> Define, copy, delete, check division

8. Assigning Division to Sales Organization(TVKOS)
IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organization

9. Setting up Sales Area(TVTA)
All the sales are made from a particular sales Area. For creating a Sales Order Sales Area is compulsory.
IMG ->Enterprise Structure -> Assignment -> Sales and Distribution -> Set up sales area

10 Maintain sales office(TVBUR)
you define the sales offices in your company. The definition of sales offices is optional.
For each sales office, you can determine the printer for output based on the sales documents in different ways
IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Maintain Sales Office

11 Assign sales office to sales area(TVKBZ)
IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales Office to Sales Area

12 Maintain sales Group(TVKGR)
company. The definition of sales groups is optional. You can use the SD system without creating sales groups.

13 Assign sales group to sales office(TVBVK)
you can assign as many sales groups as desired to the sales offices. Any one sales group can belong to several sales offices.
IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales group to sales office

14. Define Shipping Points(TVST)
Shipping Point is the Organizational element, which is responsible for shipping the Materials to the Customers.
IMG -> Enterprise Structure -> Definition -> Logistics Execution -> Define, copy, delete, check shipping point

15 Define, copy, delete, check plant(T001W)
Plant is created by MM Consultant.
IMG -> Enterprise Structure -> Definition -> Logistics – General -> Define, copy, delete, check plant

16 Assigning Shipping Point to Plant(TVSWZ)
This assignment ensures that goods from different Plant can be dispatched from different Shipping Points.
IMG -> Enterprise Structure -> Assignment -> Logistics Execution -> Assign shipping point to plant

17. Assigning Sales Organization- Distribution Channel- Plant(TVKWZ)
Plant is created ny MM Consultant.
IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organization – distribution channel – plant

Note: Ensure to do the undermentioned configuration also though it is not in Customizing node of Enterprise Structure.

18. Defining Common Distribution Channels for Master Data(TVKOV-VKWKO TVKOV~VTWKU)
Use
The purpose of this activity is to define distribution channels which have common master data..

Procedure
Access the activity using one of the following navigation options:
IMG Menu -> Sales and Distribution -> Master Data -> Define Common Distribution Channels
Transaction Code: VOR1

19. Defining Common Divisions for Master Data(TVKOS-SPAKO TVKOS~SPAKU)
Use
The purpose of this activity is to define distribution channels which have common master data..

Procedure
Access the activity using one of the following navigation options:
IMG Menu -> Sales and Distribution -> Master Data -> Define Common Division
Transaction Code: VOR2

Pricing Procedure
In SD, Pricing Procedure is determined based on Sales Area (Sales Organization + Distribution Centre + Division) + Customer Pricing Procedure + Document Pricing Procedure. Sales Area is determined in Sales Order Header Level. Customer Pricing Procedure is determined from Customer Master. Document Pricing Procedure is determined from Sales Document Type / Billing Type (if configured). Once the pricing procedure is determined, Condition records are fetched. If appropriate condition records are found, the price is determined. If Mandatory pricing condition is missing, system will through an error message.

In SD, the steps to configure Pricing procedure are as under:
Step 1:
Condition table: If existing condition table meets the requirement, we need not create a new condition table. Considering the requirement for new condition table, the configuration will be done in spro as follows: IMG –> Sales & Distribution –> Basic Function –> Pricing Control –> Condition Table (select the required fields combination, which will store condition record).
Step 2:
Access Sequence: If existing access sequence meets the requirement, we need not create a new access sequence. Considering the requirement for new sequence, the configuration will be done in spro as follows: IMG –> Sales & Distribution –> Basic Function –> Pricing Control –> Access Sequence (Access sequence is made up of Accesses (Tables) & the order of priority in which it is to be accessed. Here we assign the condition table to access sequence.
Step 3:
Condition Type: If existing condition type meets the requirement, we need not create a new condition type. Considering the requirement for new condition type, the configuration will be done in spro as follows: IMG –> Sales & Distribution –> Basic Function –> Pricing Control –> Condition Type. It is always recommended to copy an existing similar condition type & make the neccessary changes. Here we assign Access sequence to Condition type.
Step 4:
a. Pricing Procedure: It is recommended to copy a similar pricing procedure & make the neccesary changes in new pricing procedure. Pricing Procedure is a set of condition type & arranged in the sequence in which it has to perform the calculation. Considering the requirement for new Pricing Procedure, the configuration will be done in spro as follows: IMG –> Sales & Distribution –> Basic Function –> Pricing Control –> Pricing Procedure –> Maintain Pricing Procedure.
b. Pricing Procedure: After maintaining the pricing procedure the next step will be determination of pricing procedure. Configuration for determining pricing procedure in SPRO is as follows: IMG –> Sales & Distribution –> Basic Function –> Pricing Control –> Pricing Procedure –> Determine Pricing Procedure.
5. Condition record: Condition record is a master data, which is required to be maintained by Core team / person responsible from the client. During new implementation, the condition records can be uploaded using tools like SCAT, LSMW, etc.

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.

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

Sales and Distribution (SD)

The SAP sales and distribution is part of the logistics module that support your customers, starting from quotations, sales order and all the way towards billing the customer.  It is tightly integrated with the MM and PP functional modules.  It allows companies to input their customer sales price, check for open orders and forecast etc.

The most important basic functional features in the sd module are:
– Pricing
– Availability Check
– Credit Management
– Material Determination
– Output Determination
– Text Processing
– Tax Determination
– Account Determination