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Free Goods[@more@]1.Working with and Customizing Free Goods *Free goods can be part of the order quantity, but are not included in the invoice; this is called an inclusive bonus quantity.*Free goods can also take the form of extra goods that are free of charge. These are called exclusive bonus quantities. In exclusive bonus quantities, the extra goods are delivered free of charge and are not typically included in the invoice.*To activate one-line inclusive bonus quantities, you must set the flag

Material Determination[@more@]1.Material Determination, Listings, and Exclusions *The condition technique provides greater flexibility in material determination. *When you process master records, you can: .Restrict the validity period of a record .Maintain separate entries for each key combination .Determine reasons for substitution .Save one or more substitutes per master record *You can use the product attributes in the material and customer master records to exclude a particular material fr

Outline Agreements[@more@]1.Basics of Outline Agreements *The two main outline agreements are scheduling agreements and contracts. *You can create release orders in the following ways: .Choose Create with reference on the initial screen. .In the Sales document menu, choose Sales document -> Create with reference -> To contract.... .Use the automatic system search for open outline agreements when you create an order. 2.Value Contracts and Partners Authorized to Release *There are two types

Business Partners and Partner Determination[@more@]1.Business Partners *While partner types allow us to distinguish between different business partners, partner functions represent the roles played by business partners within the business transaction.*The account group controls the amount of data and the response of customer master records. *In contrast to the account group, which controls a customer master record,the partner function determines which partner assumes specific business functions

Incompletion[@more@]1.Working with and Customizing the Incompletion Log*In Customizing for sales document types, the Incomplet.messages indicator allows you to control whether incomplete sales documents can be saved or not.*The incompletion log differentiates between the following levels: .Salesdocument header .Sales document item .Sales document schedule line *Status of Incomplete Sales DocumentsIncomplete document data affects further processing in different ways. A status group is assigned to

Special Business Transactions[@more@]1.Special Business Transactions *Rush Orders In the sales document type RO for immediate delivery, you configure the immediate delivery switch and delivery type LF. When you save a rush order,the system automatically creates a delivery of type LF. When you create the billing documents (for example, in collective processing),the system prints the invoice and sends it to the customer.*Cash Sales In the sales document type for cash sales, you configure the immed

Data Flow[@more@]1.Understanding Document Flow and Completion Status *if you want to restrict the reference to an item (for example, only until the full quantity in the preceding document has been referenced), set the appropriate Completion rule in the item category. The status of each item in the preceding document is updated separately, depending on the completion rule of the item category.2.Copy Control *To control the copying procedure, at each level you create: .Data transfer routines These

Controlling Sales Documents with Schedule Line Categories[@more@]1.Functions and Customizing of Schedule Line Categories *The schedule line category is defined with a two-character key. .The first character indicates the sales process in which the schedule line category is used. A = Inquiry, B= Quotation,C = Order, D= Returns .The second character in the key indicates what happens to the schedule line within logistics. T= No inventory management, X= No inventory management with goods issue,N= No

Controlling Sales Documents with the Item Category[@more@]1.Functions and Customizing of Item Categories *The delivery relevance indicator is only for items without schedule lines. You can indicate that a text item is relevant for delivery, for example, so that the system copies this item from the sales order into the delivery document.*The assignment of item category to sales document type is influenced by:.The item category group from the material master record The item category group allows y

Controlling Sales Documents with Sales Document Types[@more@]1.Functions and Customizing of the Sales Document type *Sales processes are controlled by Customizing for sales documents.Customizing can be done at header, item, or schedule line level, depending on the structure of the document.*Sales document types may also be valid only for certain sales areas.

Sales Order Processing[@more@]1.Entering Sales Orders*Overview: Sources for Document Data.Master data: The system reads the master data defined for a customer,a material, or a pricing condition. .Existing document data: Document data that has already been entered or determined automatically by the system can be used to enter additional document data. .Customizing: Default values for creating documents can be defined in Customizing.You can also define strategies in Customizing for determining doc

Enterprise Structure in Sales and Distribution[@more@]1.Organizational Units in the Sales Process *We can use the company code and business area to represent a group from a financial accounting viewpoint. A business area is a separate business unit for which cross-company-code internal reporting can be carried out.Business areas are not limited by company codes.*A sales organization is assigned to exactly one company code and one or more plants. Each sales organization has its own master data, f

Analyses for Sales and Distribution Processes[@more@]1.Lists and Reports*Lists fall into two categories.. Online lists:Online lists display, for example, sales, delivery, or billing documents for a customer, a material, or a combination of both.Other online lists display documents with a status that requires processing.. Worklists:(for instance, all documents that are blocked for delivery)Worklists allow you to select certain tasks in sales and distribution and to process them afterwards. You se

Complaints Processing[@more@]1.Credit Memo Requests*You create returns, a credit and debit memo request, a credit and debit memo or an invoice correction request after you have:. Created a sales order. Delivered the goods to the customer, and billed the customer for the goods*Create a return request (authorization) if the customer returns the goods to you.*You create an invoice correction request if there is a price or quantity deviation.*You can create the returns or a credit or debit memo requ

Make-To-Order[@more@]1.Presales Processing*The document flow in the presales phase can comprise both inquiries and quotations.If a customer accepts a quotation, the sales order follows.You can also create quotations without having an inquiry from a customer.2.Function of the Item Category*The item category in the sales document is defined using the sales document type and the material.*The item category group is maintained in the material master on the Sales: sales org. 2 tab page.3.Assembly Pro

Availability Check[@more@]1.Basics*An availability check is carried out during sales order processing if:.The material requires an availability check..The availability check is set in Customizing for this transaction.*Material Availability Date CheckThe material availability date is determined from delivery scheduling. On this date,enough material has to be available in time for delivery to the customer for their requested delivery date.*Check at Plant LevelThe system accesses information in the

Sales and Distribution Processes-Data Determination and Collective Processing[@more@]1.Function of the Sales Document TypeIn Sales, a wide range of different activities are carried out. Different business processes can be dentified and controlled by means of the sales document type.2.Plant, Shipping Point, and Route Determination*The system uses the following search strategy to delivering plant determination:.First, it checks whether a specification exists in a customer-material info record..Sec

Master Data in Sales and Distribution[@more@]1.Customer Master *The customer master groups data into categories: general data, sales area data, and company code data. *The general data is relevant for sales and distribution and for accounting. It is stored centrally (client-specific), in order to avoid data redundancy. It is valid for all organizational units within a client. *The sales area data is relevant for sales and distribution. It is valid for the respective sales area (sales organiza

Overview of Sales Processes[@more@]Exercise1.Create Sales Order 2.Create the outbound delivery 3.Pick the outbound delivery--Create transfer order 4.Post goods issue 5.Create the billing document 6.Enter the incoming payment from the customer for financial accounting.

Enterprise Structures in Sales and Distribution[@more@]1.Organizational unitsCompany CodeSales Area--Sales organization--Distribution channel--Division PlantStorage locationShipping point2.Sales organization many to many Distribution channel.3.Distribution channel many to many Division.4.A sales area is a combination of sales organization, distribution channel, and division.5.The assignment between sales organizations and plants does not have to be unique.6.More than one shipping point can be as