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

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.