Thursday, April 9, 2009

My SAP SD Certification tips


Keep following things in mind when preparing for the exam:

 1. Prepare as per the weightage per topics given in the syllabus.

 2. Be very confident on sure shot questions from the topics like: 
All determination rules - plant, material, pricing procedure, picking location, route, shipping point, tax, item category, account 
determination etc.  One question on effect of PGI.  
35 to 40 % questions will come from control tables like sales doc types,  item category , copy control , delivery doc. , del. Item cat. , billing docs , schedule lines etc .

So try and mug up all the imp. Control fields .Your preparation  level should be such that once you close your eye and think of TAN or OR you should be able to see all the fields in your mind .

These above, are sure to shot and you cannot afford to do mistakes in this sections.

 3. Go through the screens, transaction level screens like sales order, delivery, billing, delivery list, billing due list, even standard reports etc. and check what is possible and what is not possible at each docs. What is defined at header and what is at item Go through the menu path of each docs and check what all is possible and from where it is coming.  For example packing proposal and account determination analysis is possible at sales order.

 4. Go through all the masters like customer, cust- material, material, > condition records for price, output, etc. Check what is defined at what level, what all is possible etc.

 5. Check entire IMG - SD related, it will help you to understand what is defined at what level etc.

 6. In exam be very careful with the sap English, particularly with the words like can, only, always, except. Read question very carefully.  Sap statements in the exam will be always confusing, so think logically and holistically before exam.

 7. Don't take any chance in preparation but always sticks to core basics, they will not ask configuration, but they will ask you what is possible and what is not and where it is defined.

 8. Last but not least have confidence, how much a guy who have studied for 5 weeks is suppose to know that standard will be asked .  Prepare well you will definitely succeed.

SAP SD Sample Certification Questions in Sales Order Processing


To take the SAP SD  certification, contact your local or regional SAP Education training center at this url :

http://www.sap.com/services/education/index.epx

Caution: more than one answer may be correct. 
Please mark ALL correct answers.

Question: 
Which statements concerning goods issue are true?

 A   Goods issue reduces requirements in materials planning 
 B   Goods issue posts value changes to the stock account in inventory accounting 
 C   Goods issue posts value changes to the stock account in asset accounting 
 D   Goods issue posts value changes to the tax account 
 E    Goods issue reduces warehouse stocks

Question: 
Which of the following statements about billing are correct?

 A.  Invoice dates for creating invoices at certain times are maintained in the calendar. 
 B.  You cannot carry out pricing again during billing. 
 C.  A transaction-specific requirement, such as "deliveries must be combined in a collective invoice" can be set to control 
       billing. 
 D.  If there are several payers for one delivery, only one billing document is created for each player.

Question: 
How is the schedule line determined?

 A.  Item category and document type 
 B.  Item category group and strategy group on the material master record 
 C.  Item category and MRP type on the material master record 
 D.  MRP Type and shipping point

Question: 
When processing a billing due list, you have the following options:

A.  The invoicing run can be started as a simulation run. 
B.  For performance reasons, the invoicing run via billing due list processing can only be carried out in batch. 
C.  The invoice run can be carried out for delivery-related and order-related billing documents simultaneously. 
D.  Order-related billing documents and delivery-related billing documents must always be created separately.

Question: 
How does the SAP system enable you to check the reason for documents not being combined in a billing document?

A.  Using the Spilt analysis function in the environment menu of the billing document. 
B.  Control of the document flow. 
C.  Control of the billing log.

Question: 
How is the schedule line determined?

A.  Item category and document type. 
B.  Item category group and strategy group on the material master record. 
C.  Item category and MRP type on the material master record. 
D.  MRP Type and shipping point.

Answers for SAP SD Certification Sample Questions

Question: Cutover strategy 
Q: Please explain cut over strategy procedure?  Will the system golive 100% at the same time and cut the legacy system or will it be like 20% first day and 50% next day like that ?

A: Cutover strategy depends upon how the organizations design their data load strategies.  Normally, you decide the sequence of Data loads for Configuration settings, Master data, Transaction data which follows whom and then you make a copy of the system as a Production system a day before and after checking the successful data loads, you go-live 100% or partial again depending upon organizational setup and policies.

SD Questions on Corporate Structure

In R/3 you can represent a company's structure by defining and assigning corporate structure elements. What is the purpose of doing that?

Enterprise organization diagram. Chart showing the organizational structure of an enterprise, its organization units and how they are related. A combined structure can be created from the point of view of accounting, MM, SD. This structure forms a framework in which all business transactions can be processed. 

Which three organizational elements make up a sales area and briefly explain their function?

Sales organization: An organizational unit that sells and distributes products, negotiates terms of sale, and is responsible for these transactions.

Distribution channel: Channel through which salable materials or services reach customers. Typical distribution channels include wholesale, retail and direct sales. You can assign a distribution channel to one or more sales organizations. 

Division: Product groups can be defined for a wide-ranging spectrum of products. For every division you can make customer-specific agreements on, for example, partial deliveries, pricing and terms of payment. Within a division you can carry out statistical analyses or set up separate marketing. 

Name the three internal organizational elements within a sales organization and briefly explain their function.

Sales Office. Geographical aspects of the organization in business development and sales are defined using the term sales office. A sales office can be considered as a subsidiary. 

Sales offices are assigned to sales areas. If you enter a sales order for a sales office within a certain sales area, the sales office must be assigned to that area.

Sales Group. The staff of a sales office may be subdivided into sales groups. For example, sales groups can be defined for individual divisions.

Salespersons. Individual personnel master records are used to manage data about salespersons. You can assign a sales person to a sales group in the personnel master record.

What does the term "business area" refer to and how can it be used?

Business Area. The system posts costs and revenue according to the business area. The business area can be equivalent to the:  
- sales area (if the accounts are to be posted according to sales) 
- plant/division (if the accounts are to be posted according to products)

The business area is defined in Customizing for Sales.

o Business area. A unit in an enterprise, grouping product and market combinations as homogeneously as possible for the purpose of developing unified business policy. 

o Financial Accounting (FI). A business area is an organizational unit within financial accounting which represents a separate area of operations or responsibilities within an organization. Financial accounting transactions can be allocated to a specific business area.

Briefly explain the relationship between sales organizations and company codes.

Many to One.

What is the central organizational element in purchasing?

Purchasing Organization.

Explain the relationship between sales organizations and plants.

Many to Many.

Explain the relationship between sales organizations, plants and company codes.

Many to Many to One.

Can one business area be assigned to several company codes? Which (sub) module of SAP could make business areas obsolete?

Yes in CO .

What is a credit control area? What relationship exists between credit control areas and company codes?

Credit control area. Organizational unit in an organization that specifies and checks credit limits 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 credit control areas. 

Which organizational element is central in shipping? Give a definition of it.

Shipping Point: Organizational unit at a fixed location that carries out shipping activities. A shipping point could, for example, be a company's mail department or a plant's rail depot. Each delivery is processed by only one shipping point. 

Give a definition of plant (in SAP).

Organizational unit within Logistics, serving to subdivide an enterprise according to production, procurement, maintenance, and materials planning aspects. 

A plant is a place where either materials are produced or goods and services provided. 

Classification: Business object 

Structure: A plant can assume a variety of roles: 

As a maintenance plant, it includes the maintenance objects that are spatially located within this plant. The maintenance tasks that are to be performed are specified within a maintenance planning plant. 

As a retail or wholesale site, it makes merchandise available for distribution and sale. 

As a rule, the plant is the organizational unit for material valuation. 

The preferred shipping point for a plant is defined as the default shipping point, which depends on the shipping condition and the loading condition. 

For the placement of materials in storage (stock put-away), a storage location is assigned to a plant. The storage location depends on the storage condition and the stock placement situation. 

The business area that is responsible for a valuation area is determined as a function of the division. As a rule, a valuation area corresponds to a plant. 

Can you assign two different sales organization to the same company code?

Yes.

To what do you assign distribution channels and divisions?

Sales Organizations.

What are the highest organizational units in SD, MM.PP,FI,CO?

SD: Sales Organizations. 
M: Plant  
PP: Plant 
FI: Company Code  
CO: Controlling Area

Can you further subdivide a plant? If yes into what?

A plant can be subdivided into storage locations, allowing stocks of materials to be broken down according to predefined criteria (e.g., location and materials planning aspects). 

A plant can be subdivided into locations and operational areas. Subdivision into locations takes geographical criteria into account, whereas subdivision into operational areas reflects responsibilities for production. 

Can a sales organization sell from a plant belonging to a different company code?

Yes.

How many shipping points can you assign to a plant?

Many.

How many shipping points can you assign to a sales organization?

None.

If you have a warehouse management system active, to what would you assign the warehouse number?

Plant & Storage Location.

Short SAP SD Questions 2


 1.  What is change request and task? What was your task no.?  I need an example or a task no. that is being  
      used in your project to clear few things in my mind? 

The Change Request is that request when you do some thing new in customizing or configuration in the system. The system will automatically pop with the change request pop box , when you can give request name as defined by the system or can give your own request name with heading of what changes you have made while customization. The system will generate a request number and you save it. (e.g.:- VEDK-2785467) VEDK- means the Clients System name then followed by the system generated request number. 

Now when you want to release the request you have to use the T-code SE10 where you can see the requests under the heading modifiable or released. Go to the modifiable option. Each request will have again an internal request number. First you have to release the internal request and then release the external request number. This will in turn released by the basis guys thru the T-code SM64 in a group when all the requests are pooled from different users.

The task which you have mentioned in your question is nothing but the what task you have performed while customizing the client system and the heading name which have given it for that task and generated a request for that task.

 2.  What is your client Number in the project? Like how we have 800 for IDES? 

Generally like IDES client, when you are in the project, the client is also given a number called client number. So while implementing a project The entire implementation is done under phases and in different Client no Servers.

 e.g.:-take a company called ABC which is implementing SAP. 
 So the Client is given a number in the following manner by the SAP Implementers at the site

 291- Sand Box server (Initial Testing scenarios Server) 
 292- Development Sever (With client data of minimum 15 days transactions) 
 294- Testing Server (the scenarios developed in development server is tested here) 
 295- Golden Master Server (Quality cum Testing Server) - checked finally before transferring to production server 
 296- Production Server (where the clients live data is stored and daily business transactions are done)

  3. Few client requirements for customer master, material master, Organization and Transactions.

The client requirements may be in the form of customized reports and queries which are supposed to be suited according to their business process. Generally the requirements would be coming from the BPO's (Business Process Owners) who will deputed for each module e.g.:- SD, PP QM FI) by the client as they would be expert in their areas and module who under the business processes as they clients Project Team members. They are whole and sole responsible to get the implementation done and meet the requirements raised by them and the other users from the client’s side.

Generally before starting the implementation the entire organization structure and the organizational elements are freezed and a skeleton structure is prepared and then along with BPO's requirements the system is 1st configured and then the customization is started to suit the Clients specified requirements.

Now as far as the transactions are concerned not all the users are allowed to run all the transactions. Here the user roles are defined as per the BPO's (i.e., the user is given authorization only to run certain transactions depending on the levels and stages in his area of specialization like in SD module the entry level user is only allowed to enter the data like creation of Sales orders or delivery and billing and the next level is give the authorization for changes to be made for that same data that is entered by the entry level users. The next higher level -Supervisor is given a few more transaction authorization which will be above these mentioned users)

Here the reports are segregated like Higher Management Reports, Middle Management Reports where by again authorization is given those heads(Head of the Depts. or the Plants heads or GM etc.,) to run certain transactions which allow to view reports that are needed daily by the management.

SAP SD Tips by : Moyin

  4. How to restrict users for not changing some fields in T-code va02?

There are two ways to do this: 
- Make a transaction variant thru SHD0 and assign it to your sales doc. While creating the variant you can place non-changeability ticks on specific fields. Next allow those users only to work with your transaction variant but not with the original transaction.  
- You could make use of user-exit FORM USEREXIT_FIELD_MODIFICATION in include MV45AFZZ (via authorization objects, which you can assign in role customizing).  
The latter is more flexible but it is not feasible if you want to place restrictions to a large amount of fields.  *-- Sabir

 5.  How can we delete the Sales Orders? 
      How can an invoices be cancelled or deleted?

You can very well delete sales order using transaction VA02, but with a constraint that no subsequent document is created against it.

Invoice can be cancelled using T cose VF11 and then you can reverse the Goods Issue using VL09 and making the picking quantity zero in the deivery document and delete the delivery order using VL02n . You can then delete the sales order then. 
*-- Vaibhav

You cannot delete an Invoice. You can only cancel it with (VF11) if the relevant accounting document is not been generated. Ask your FI guy to reverse the accounting doc. Only after the accounting doc is reversed and/or deleted, you can cancel your invoice. You also need to check if any TAX documents are generated with your Invoice. You need to reverse/delete those documents also.

Short SAP SD Questions


1.  How can we know whether the customer is one-time or regular? 

One can maintain Account Group for One-time customers. By which we can identify one-time customers.

2. What happens when you do not enter a value for a manual and mandatory condition type? 

The pricing procedure will reject the conditions in the sales order

3. Do header condition type have an access sequence? 

No

4. Org structure: 
    Relation between Company - Sales org 
    One-to-Many 
    Sales Org - Plants & company vs. Plants

    Company - sales org - credit control area

    What are sales area and its components? 

Sales area consists of Sales Organisation, Distribution Channel and Division.

5.  What are legacy systems? 

The Existing system on which current system is working, from which the current system will be migrated to SAP system

6. What is cut over strategy? 

Cutover strategy depends upon how the organizations design their data load strategies. Normally, you decide the sequence of Data loads for Configuration  settings, Master data, Transaction data which follows whom and then you make a copy of the system as a  Production system a day before and after checking the successful data loads, you go-live 100% or partial again  depending upon organizational setup and policies.

Cutover planning is highly site specific. There's no thumb rule. The stock data as on the date of going live should be correctly entered. But stock being a highly dynamic quantity, the strategy for loading should be crystal clear. Then you have to load all the back dated transaction on the stock. Some stock comes into your plant/storage location as return and some stock is actually delivered to your customer through sales orders of various kinds. 

7.  What are Cumulative Condition Records? 

There is a field:- "condition update" during configuration for a condition type (at v/06)... has it anything to do with cumulative condn. Records? 

8.  IF you have 3 different access sequences for one condition record then in a pricing procedure in what hierarchy will you maintain the three accesses? 

In Condition Records (T Code VK11), you would be putting values to corresponding Condition Types. Now one Condition Type can be assigned to one access sequence. In Access Sequence, you can assign whichever tables and fields are required. 
So in my opinion, you cannot have one condition record for 3 access sequences.

9. What happens in the access sequence when you put all the ticks in the exclusive field? 

When you put tick in exclusive field of all access sequences, in my opinion, it will try to get available data from the first. Only in case, data is not available, will it move on to the next one.

10. What is meant by delivery group? 

Delivery Group is basically grouping all individual deliveries for Billing. It should have the same Ship to Party, Shipping Point, etc.

SAP SD Tips by : Moyin

11. What triggers the automatic creation of PR or PO in case of third party sales?

In item category we can set "automatic PO" so that PO and PR will automatically generate after saving the order.

You never change the item category configuration to "automatic PO".  It is the schedule line category type which triggers the automatic PR creation. - Evilboy

12. What are the steps that are required to include sales person as a partner function in the partner determination?

Partner function sales represenative or person responsible these two we can add through partner funtion in partner procedure.

13. What is z transaction?

We copied standard TC or object  and rename it by Z its basically stnd name which will start from Z (User defined)

14. Can you create sales order for 40 items if the quotation is sent for 30 items?

Yes.

15. What is the importance of requirment field in access sequence?

System will not go to asscess condition type system will reply through formula.

16. What makes the immediate delivery in cash sales?

Order type immediate delivery switch on.

Rebate Agreement


1.  Which agreement type I should consider, is this custmer rebate(0003), material rebate(0002) or Rebate on the basis of sales volume(0005), because here client is not offering rebate on Sales volume in rupees or dollar. He is only concerned with totat sales in kiloleter(Quantity). As per rebate agreement concern rebate is offered in percentage. Please guide me for  my scenario.

If your distributors are fewer (far less than 900 materials) then you should go for only customer rebate.

2. Guide me for conditions types and scale basis for maintaining condition records.

When creating customer rebates (T:VB01) select customer rebate, there you will see a header tab: Conditions , click it add how many customers you want. For each customer you can create scale based conditions (under the heading tab :Scales).

3. Is it necesary to maintain condition record for every material and every customer defining the scale? Because in this scennario client is going for incentives scheme for each material and each customer (distrbutor).

No need to create condition record for every material if you create customer rebate.

Customer Master


How to create the customer master?

The following are the T-codes for central creation of customer master.

        XD01    Create Customer (Centrally) 
        XD02    Change Customer (Centrally) 
        XD03    Display Customer (Centrally) 
        XD04    Customer Changes (Centrally) 
        XD05    Block customer (centrally) 
        XD06    Mark customer for deletion (centr.) 
        XD07    Change Customer Account Group 
        XD99    Customer master mass maintenance 
        XDN1    Maintain Number Ranges (Customer)

You need to identify various parameters within each Account group based on which the reco account is identified within the customer master.

Customer master is basically divided into 3 tabs. 
- General - General master details, Juristiction codes, Region, Transportation zone, export data,  etc. 
- Company data - payment terms, account management, reco account, insurance etc. 
- Sales data -  Sales product attributes, sales office, sales group, customer pricing procedure, Cust. Statistical grp,  
   - Shipping data  
   - Billing data 
   - Partner functions.

You can create a customer based on 3 views: 
1. For Account purpose 
FD01/FD02/FD03 etc 
2. Sales purpose 
XD01/XD02/XD03 etc. 
3. Centrally  
VD01/VD02/VD03 etc.

What is the Function of item category and item category group? 
Item Category determines the processing of any Item/material that we enter in a sales order and in this way it also effects the procesing of any sales doc in which it is used.

Item Category Group is one of the component which along with the Sales Doc Type, The Item Usage and Higher Level Item Category decide about the Item Category in a sales doc.

Friday, March 27, 2009

Mass Maintenance processing - tcode MASS

Introduction:

Mass maintenance is used to make make mass changes to master data such as materials, vendors, purchase orders, purchase requisitions, etc.

The full list of possible "objects" that can be changed are:
BUS0015 Profit center
BUS1001 Materials (industry)
BUS1001001 Materials (retail)
BUS1133 Rental units
BUS2012 Purchase orders
BUS2032 Sales orders
BUS2104 Appropriation reqs
BUS2105 Purchase requisition
BUS3003 Purchasing info recs
BUS3006 G/L accounts
KNA1 Customers
LFA1 Vendors

It is typically used by support staff to maintain / update master data. If your requirement is to complex for Mass Maintenance, then rather use LSMW, it can do even more -- but is more complex to use.

Summary of how the process works:

Run transaction MASS
  • Select what master data element you want to change

  • Select fields for selection and what will be changed

  • Select master data to be changed

  • Indicate what the new value is

  • Save (Run)

For example: for all materials of type RAW1, make the material group 1012. Lets step through this example to show you how easy it is to use.


Running the transaction


SAP Menu: Logistics > Central Functions > Mass Maintenance > Mass Maintenance > Dialog Processing


Transaction MASS




Select the tables for the selection screen. In our case, material type = MARA.


















The materials selected will be listed.Now indicate which field must be change. In our example the material group field.


Enter what the new value (Material Group) must be.

Select the column and copy to all the materials listed below. If you don't want to change all objects -- unselect them at this point



Hit Save -- this will start the action to change the object (material)

A log will be displayed on if it was successful

Two-step movement Plant to Plant

Within SAP Inventory Management, there are two methods how stock are moved between plants using a 2-step process:
  • Stock Transport Orders (UB)
  • Transfer Posting
What does 2-step mean?
Example: Let’s assume stock is moving from Plant A (Storage Location 0001) to Plant B (storage location 0002).

Two step means that two transactions will be used to move the stock. After the first transaction, stock has left plant A but it is not yet available at Plant B. Only after the second transaction is it available for use in Plant B.Some reasons for using 2-step movements (and not 1 step):

Long time span between leaving Plant A and arriving at Plant B. Need to control when goods leave plant A but not received at plant B

Using Stock Transport Orders (STO)Steps:

  • Create a Stock Transport Order (ME21N, Purchase Order doc type UB)
  • Process Goods Issue against STO (MIGO > Goods Issue > PO) – movement type 351
  • Process Goods Receipt against STO (MIGO > Goods Receipt > PO) – movement type 101

The use of Planned Orders and Purchase Requisitions are optional.

Using Transfer Postings (TP)Steps:

  • Process a Transfer Posting (MIGO > Transfer Posting) – movement type 303
  • Process a Transfer Posting (MIGO > Transfer Posting) – movement type 305

The Transfer Posting can be done with reference to a Reservation. Although this is not used a lot.Similarities between Stock Transport Orders (STO) and Transfer Postings (TP)

Both use transaction MIGO for both steps

After first step, goods are already reflected in receiving plant and not availableDifferences between Stock Transport Orders (STO) and Transfer Postings (TP)

Movement types are different351 & 101 for STO303 & 305 for TP
S

tock types at receiving plants are different- In Transfer (MARC-UMLMC) for TP- Stock in Transit (MARC-TRAME)for STO

For STO, 351 and 101 is group together where for TP there is no link between 303 and 305
STO requires more transactions than TP

STO must be configured for the sending plant / receiving plant where no plant specific configuration exists for TP

STO is based on Stock Transport Order (type of Purchase Order). Where no purchasing document is used for TP

STO can be initiated with a Planned Order or Purchase Requisition

Planning (MRP) can be used to initiate movements, but only STO’sConfiguration required to use STOConfig: MM > Purchasing > Purchase Order > Set up Stock Transport Order > Assign Document Type, One-Step Procedure, Underdelivery Tolerance

Here the source plant, destination plant and allowed STO document type is specified.

How to become a SAP consultant?

From time to time I get emails along the following lines ... “please advise on how do I become a SAP consultant?” Obviously there is no one answer and everyone enters the market slightly differently. Firstly determine in what area you want to specialize. Functional (example SAP SD, MM, FI, ….) or more technical (example BASIS, ABAP) or add-on products (BW, SRM, CRM…..) or end-user training or some other role in the SAP "industry". If you are not 100% sure – speak to fellow consultants or see where the demand might be in your area.. Search job sites to familiarise yourself for who wants what.

Here are some ways that I know how people got into SAP:
  • Join a consulting companyIf you have strong business knowledge (and now you want to to learn SAP)? Join a consulting company that do lots of SAP projects. Deloitte, Accenture, IBM, EDS … etc. This entry point might be easier in boom times.
  • Do the SAP Academy Training. If you can’t find someone to sponsor you – pay for it yourself. Costs is obviously a major factor. By the way – costs of training from SAP is not the same in all countries. Example: I know of people that find it cheaper to fly to South Africa – stay there for 5 weeks, do the SAP Academy and then fly back. All this cheaper than doing it in UK. So look around.
  • Join a SAP client as Trainee or SupportJoin a company that are already using SAP as a Trainee or in the Support organization. This will introduce you to SAP and they may be able to send you for academy training. The tricky bit obviously is trying to persuade them to hire you.
  • Enhance your knowledge of SAP via own studyStart collecting SAP material and notes on SAP. Have a look at SAP website and other websites (like this one). Buddy up with a person that already know SAP to take you through the basics of your area. You still got to have access to a SAP system. See next point
  • Get access to SAPOne can get an IDES training version of SAP to play with (search on Google). It does cost money -- so you may want to share with someone else. You would still need to get notes / training material and ideally someone that knows SAP to take you through the functionality. If possible, do the Academy exam to get at least certified.
  • SAP Support: Join SAP rollout teams looking for people who can help end-usersLook for big companies that are busy with roll-outs. They may be looking for bodies ("lots of people") in some remote spot … nobody want to go – so jump at the opportunity. If you impress the company – they may want to hire you. Or at least you will have some SAP experience on your CV.
  • Join SAP projects as a non-SAP person: Look for projects that might not be 100% SAP. You may have a skill that they require. Example on lots of projects there is a data conversion person – if you are good with databases / SQL – they may take you on. Then pick up SAP.

Configuration of Sales Document Schedule Lines

SAP version used in this post: SAP ERP Central Component (ECC) 5.0

Schedule Line catagory is automatically determined in an order (but may be changed manually if set up) based on the following: Schedule Line category = Item category + MRP Type of material.

Example: If Item category is TAN and MRP Type is VB, then the Schedule Line category is CV



Schedule Line Categories are configured at:IMG: Sales and Distribution > Sales > Sales Documents > Schedule Line > Define Schedule Line Categories - transaction VOV6


Lets look at Schedule Line Category CV

The key fields here are:
  • Movement Type (601): This is the movement type that will take place when a Goods Issue is done.
  • Req. Assembly: Requirement visible in MM (example in tcode MD04)
  • Availability: Availability check to take place

Configuration of Sales Document Item Category


SAP version used in this post: SAP ERP Central Component (ECC) 5.0

Item category is determined automatically by the system based on the following criteria:

Item category = Sales Document type + Item category group (in material master) + Usage indicator (ABAP) + High Level I.Cat

It can be changed manually (if configured).

Sales Document types are configured atIMG: Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Categories -- transaction VOV7



Lets look at Item category TAN






The full list of default Item Categories in SAP are:
0001 - Requisition

AEN - Qtn from Serv. Order

AES - Qtn from Serv. Order

AFC - Configuration

AFN - Inquiry Item

AFNN - Free of Charge Item

AFTX - Text Item

AFX - Inquiry Item

AGC - Config.at Mat.Level

AGE - Service Quotation

AGM - Config.at Comp.Level

AGN - Standard Item

AGNN - Free of Charge Item

AGR - Repair Quotation

AGTX - Text Item

AGX - Quotation Item

ALEN - ALE Standard Order

ALES - ALE Third Party

APX - Quotation Item Proj.

APXS - Quotation Item Stat.

AVC - Configuration

AVN - Standard Item

B1E - Reb.Credit Memo Req.

B1N - Reb.Credit Memo Req.

BI1 - Indirect Item Rebate

BI2 - Indir.Returns Rebate

BVN - Cash Sales

BVNN - Cash Sales:FreeofCh.

CH00 - Request Rent





DCH01 - Cancel.Rent Req.





DCH02 - Request Admin.Cost





DCH03 - Cancel.AdmCo Req.





DCH04 - IEA Request





DCH05 - Cancel.IEA Request





DCH06 - IEA Intern. Deb





CH07 - Cancel.IEA Intern.





DCH08 - Request Rent D Pr.





CH09 - Cancel.Rent P.Req.





DCH10 - IEA Pr. Req.





DCH11 - Cancel





IEA Pr. Req.





DCH12 - IEA pr. Int. Deb.





CH13 - Cancel. IEA Pr. Int.





CH14 - IE Sett.Req





DCH15 - Cancel.IE Sett.Req





DCH16 - CreditMemo IE Sett.





DCH17 - C.CreMemo IE Sett.





DCH18 - IE Sett. Intern





DCH19 - Canc.IE Sett. Int.





DCH20 - IE Sett.Req





DCH21 - Cancel.IE Sett.Req





DCH22 - CreditMemo IE Sett.





DCH23 - C.CreMemo IE Sett.





DCH24 - IE Sett. Intern





DCH25 - Canc.IE Sett. Int.





DCH26 - Request Sec. Dep.





DCH27 - Cancel.Sec.Dep.Req





DCH28 - Sec.Dep. Statement





DCH29 - Cancel.Sec.Dep.Sta





DCH30 - Sec.Dep.Inter.Sta





DCH31 - Cancel.S.D.Int.Sta





DCH32 - Sec.Dep.Res. Req.





DCH33 - Ca.Sec.Dep.Res.Req.





DCH34 - Sec.Dep.Res. Sta.





DCH35 - Ca.Sec.Dep.Res.Req.





DCH36 - Sec.Dep.Inter.Req





DCH37 - Ca.Sec.Dep.Int.Req.





DCHA0 - Payment Statement





DCHA1 - Cancel.Payment Sta





DCHA2 - Request Payment





DCHA3 - RequestCanc.Paymnt





DCHB0 - Depreciation





DCHB1 - C Depriaition





DCHBA - Rebate





CHBB - Rebate Cancellation





CHBV - Clearing





CHBW - Clearing Bonus





CHK0 - Payment Sta.





CCHK1 - Cancel.Payment Sta





DCHK2 - Payment Req.





CCHK3 - Cancel.Payment Req





CCHT0 - Repayment Sta





DCHT1 - Cancel.Repay.Sta





DCHT2 - Request Repayment





DCHT3 - Cancel.Repay.Req.





DCHV0 - Request Refund





DCHV1 - Cancel.Req. Refund





DCHZ0 - Interest Res.





DCHZ1 - Canc.Interest Res.





DCHZ2 - Request Interest





DCHZ3 - Cancel. Inter.Req.





DDIGN - Goods Mov-Inb. Dely





DLN - Stndard Itm w/o Ord.





DLN2 - DFPS Normal Item





DLP - Items from Projects





DLTX - Text Item





DLW - Value Item





DLX - Non-stock item





DOGN - Goods Mov-Outb. Dely





DSI - CMS Stdrd Indiv.Part





DSTP - TransfPostItemCentr





EDK - ExtAgtCorrectionItem





EDK1 - Neg.Correct-Ext Agt





EGN - Rough Goods Receipt





EGSH - Rough GR:SLSMainItem





EGSU - Rough GR:SLS SubItem





ELN - Inbound Delivery





Configuration of Sales Document Types

SAP version used in this post: SAP ERP Central Component (ECC) 5.0

Order Types represent business scenarios and are mostly selected by the user when creating the sales document.

Sales Document types are configured at:IMG: Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Document Types -- transaction VOV8

Lets look at settings for Order type OR (Standard Order).

The following document types are available in a standard SAP system for use:
01 - Cust.Independent Req
AA - Promotion Order
AE - Qtn from Serv. Order
IN - Inquiry
QT - Quotation
AP - Project Quotation
AR - Repair Quotation
AS - Service Quotation
SI - Sales Information
AV - Quotation f.Contract
B1 - Reb.Credit Memo Req.
B1E - Exptd RebateCredMemo
B2 - Rebate Correctn Rqst
B3 - PartRebSettl.Request
B3E - Exp.PartRebSettl.Req
B4 - Reb.Req.f.Man.Accrls
BIND - Indir. Sales Rebate
BK1 - Agrmt Cred.Memo Req.
BK3 - Agrmt Cred.Memo Req.
BM1 - Agrmnt Deb.Memo Req.
BM3 - Agrmnt Deb.Memo Req.
BV - Cash Sale
CH - Contract Handling
DHU - SlsDocTypeDelyHUmvmt
DL - Order Type Sched.Ag.
DLR - Ord.Type Returns Del
DZL - Dec. Dely Order Type
ED - Issue by Ext. Agent
EDKO - Correction f.ExtAgnt
CR - Credit Memo Request
G2WT - Credit Memo Req. Val
GK - Master Contract
KA - Consignment Pick-up
KAZU - ConsignPick-up Comp
SKB - Consignment Fill-up
KE - Consignment Issue
FD - Deliv.Free of Charge
CQ - Quantity Contract
SD - Subs.Dlv.Free of Ch.
KR - Consignment Returns
KRZU - ConsignReturn Comp
SDR - Debit Memo Request
L2DM - Expense DebitMemoReq
L2DP - Expense:Payment Req.
L2WT - Debit Memo Req Value
LA - Ret.Packaging Pickup
LK - Sched.Agreement ExAg
LN - Ret.Packaging Issue
LP - Scheduling Agreement
LV - Deb.MemoReq. f.Ctrct
LZ - Sched. Agr. w/ Rel.
LZM - SchedAgrt w/Dly Ord.
LZS - SA:Self-bill w/Inv.
MAKO - Dely Order Correctn
MV - Rental Contract
NL - Replenishment Dlv.
PLPA - Pendulum List Req.
PLPR - Pendulum List Ret.
PLPS - Pendulum List Cancel
PV - Item Proposal
RA - Repair Request
RAS - Repairs / Service
RE - Returns
RK - Invoice Correct.
ReqRM - Delvy Order Returns
RZ - Returns Sched.Agrmnt
SO - Rush Order
OR - Standard Order
TAF - Standard Order (FPl)
TAM - Delivery Order
TAV - Standard Order (VMI)
TSA - Telesales
WA - Rel. to Value Contr.
WK1 - Value Contract- Gen.
WK2 - Matl-rel. Value Cont
WMPP - WM Prod.Supply
WV - Service and Maint.

Notes:
1. This list differs between SAP versions.
2. As a guide, the most common document types are marked with bold.A client will only use a few of above depending on requirements. Mostly copies are made of those being used. For example copy Order Type OR to ZOR. This way one can make changes to ZOR while still keeping the original configuration of the basic order types.

Doc Type, Item category & Schedule Line Category in a Sales Order

SAP version used in this post: SAP ERP Central Component (ECC) 5.0

Sales Orders have three major levels of information:
  • Header

  • Item

  • Schedule line
Within these three levels the main indicator that describes the behaviour of the Sales Order is the:
  • Sales Document Type (Header level)

  • Item Category (Item level)

  • Scedule Line Category (Schedule Line level)

Lets create a very basic sales order and have a look at these three levels and indicators.

Menu: Logistics > SD > Sales > Order > Create - VA01


The Order Type is selected by the user, we take OR. OR is a order type available in standard SAP system.



We now need to enter the customer that we sell the goods to and the material that we sell. This master data was created beforehand.

In our case, the customer (Sold-to party) is AA1122 and material being sold (material master) is 77. Also type in quantity, in our case it is 1. And press SAVE.

You will get a Sales Order number, number 318 in our case.

Lets look at the Sales document using Sales Order Change - VA02.

Lets first look at the Header to verify our Sales Document Type.

Menu: Goto > Header > Sales.

Note the Sales Document Type (OR)Menu:



Goto > Item > Schedule Lines. Note the Item category (TAN) and Schedule Line Category (CV).

User Exits in SAP SD

Suppose we want to see the available sales module user exits. Go to transaction SE81. Click on SD, then click "edit" on the menu bar and choose select subtree. Click on "information system," Open Environment node, customer exits, and enhancements. Press F8 to get all the user exits for that module. In brief: SE81->SD->Select subtree->Information System->Envir->Exit Techniques->Customers exits->enhancements->Execute(F8)


USEREXIT

Userxits allow us to add our own functionality to SAP standard program
without modifying it . These are implemented in the form of subroutines and hence are also known as FORM EXITs. The userexits are generally collected in includes and attached to the standard program by the SAP.
All Userexits start with the word USEREXIT_...

FORM USEREXIT_..
z..
ENDFORM.

The problem lies in finding the correct userexit and how to find it if one exists for the purpose. Once the correct userexit is found the necessary customer code is inserted in the customer include starting with the z.. in the form routine.

e.g. USEREXIT_SAVE_DOCUMENT_PREPARE


Certain application like SD still provide this form of enhancement using userexit but this practice is no longer being followed for newer extensions
instead they are using EXITs which come bundeled in enhancement packages . Neverthiless existing USEREXITS will be supported by SAP an all the newer versions of SAP.

HOW TO FIND USEREXITS

Userexits can be found in number of ways:
1) To find userexits in SD module , goto object navigator(SE80) and select
development class from the list and enter VMOD in it. All of the userexits in SD are contained in the development class VMOD. Press enter and you will find all the includes which contain userexits in SD for different functions like PRICING, ORDER PROCESSING etc. Select the userexit according to the requirement and read the comment inserted in it
and start coding .

Some examples of userexits in SD(SALES & DISTRIBUTION ) are:

1)ADDING OF NEW FIELDS IN PRICING

In Pricing in SD the fields on the basis of which pricing is done are derived from the FIELD CATALOG which is a structure KOMG .This structure is used to transfer transaction data to the pricing procedure in SD and is also known as communication structure.This structure KOMG consists of two tables KOMK for Header related fields and KOMP for item related fields.

The fields which are not in either of the two tables KOMK and KOMP cannot be used in pricing .Sometimes a need arises when the pricing is to be based on some other criteria which is not present in the form of fields in either of the two tables.

This problem can be solved by using USEREXITS which are provided for pricing in SD.
Pricing takes place both when the SALES ORDER ( Transaction VA01) is created as well as when INVOICING ( Transaction VF01) is done.Hence SAP provides 2 userexits ,one for sales order processing which is

USEREXIT_PRICING_PREPARE_TKOMP or
USEREXIT_PRICING_PREPARE_TKOMK

Depending upon which table (KOMK or KOMP) the new fields were inserted we use either of the above two userexits.These userexits are found in include MV45AFZZ of the standard SAP sales order creation program SAPMV45A.

In the case of userexit which will be called when invoicing is done ,these
are provided in the include RY60AFZZ which is in the standard SAP
program SAPMV45A. The name of the userexits are same. i.e
USEREXIT_PRICING_PREPARE_TKOMP or
USEREXIT_PRICING_PREPARE_TKOMK

These userexits are used for passing the data from the communication structure to the pricing procedure, for this we have to fill the newely created field in the communication structure KOMG for this we fill the code in the above userexit using the MOVE statement after the data that has to be passed is taken from the database table by using the SELECT statement. The actual structure which is visible in these userexits and which is to be filled for that particular field is TKOMP or TKOMK.

Before the coding for these userexits is done ,it is necessary to create a new field in either of the two tables KOMK or KOMP .For this purpose includes are provided in each of them .
To create the field in header data(KOMK) the include provided is KOMKAZ
and to create the field in item data(KOMP) the include provided is KOMPAZ.

One possible example for the need of creating new fields can be e.g. Frieght to be based upon transportation zone ,for this no field is available in field catalog and hence it can be created in KOMK and then above userexits can be used to fill the transportation data to it.

2)The other method of finding userexit is to find the word USEREXIT in the
associated program of the transaction for which we want to determine userexit using SE38.

3)The other method of finding userexits is to find the include in case of SD/MM applications where the userexits are located ,this can be found in the SAP reference IMG generally in the subfolder under SYSTEM MODIFICATION.

Some other examples of userexits in SD are:

USEREXIT_NUMBER_RANGE
This userexit is used to assign a different internal document number to the
sales order(VA01) when it is created depending on some criteria like a different SALES ORGANIZAION(VKORG) .

USEREXIT_SAVE_DOCUMENT_PREPARE
This userexit is used to insert the ABAP code which will be called when
the document (sales order VA01) is just about to be saved.This userexit is used generally for custom checks on different fields , to display some information before the order will be saved or for making changes to certain fields before the sales order will be saved.

Exits & Enhancements
There are mainly six types of EXITs in sap which have been collected in the form of enhancement packages and attached to standard code in SAP.
These are different from USEREXIT in the way that they are implemented
in the form of FUNCTIONs while in USEREXITS we use form routines for their implementation. These are also sometimes known as function exits .
These start from the word EXIT_ followed by the program name and then followed by a three digit number.

e.g. EXIT_SAPMV45A_002
This exit is found in SD in enhancement V45A0002.

TYPES OF EXITS

1)MENU EXITS
2)FUNCTION EXITS
3)TABLE EXITS
4)SCREEN EXITS
5)KEYWORD EXITS
6)FIELD EXITS

We use SAP transactions CMOD and SMOD to manage exits. Before implementing an exit , it is required to create the project by using CMOD
selecting the enhancement e.g. V45A0002 and selecting the component
(one which fulfills our need) i.e the exit which will be implemented in SMOD and after coding has been done the project has to be activated.
An exit can be coded only once.


FUNCTION EXITS
These are used to add functionality through ABAP code . These start from the word EXIT_programname_NNN ending in a 3 digit number. No access code is required to implement any tupe of exit including function exits.
The function exits are called from the standard SAP program in the form
of ABAP statement
CALL CUSTOMER-FUNCTION 'NNN'

This is in contrast to USEREXITs where PERFORM statement is used to call
the required userexit.
To implement the FUNCTION EXITs first of all the project is created and a suitable enhancement package is selected and from its compnents the function exit to be implemented is selected and on double clicking it the exit code will appear in ABAP EDITOR(se38) where a Z include will be found and the customer code should be entered in this include.


e.g.

ADDING A DEFAULT SOLD-TO-PARTY in Sales Order Creation
To show a default sold-to-party in this field when the user creates a sales order (VA01) we can use a function exit .This function exit is located
in enhancement no V45A0002 . Before we can choose the exit we have to
create a project in CMOD after that enter V45A0002 in the enhancement field and click on the components . In the components you will see the
exit EXIT_SAPMV45A_002 . This exit is used for our purpose.

Double clicking on this exit will takes us to function builder (SE37) . This
function exit has one exporting parameters and two importing parameters, we are interested in exporting parameter which is E_KUNNR
of type KNA1-KUNNR i.e if we move the desired customer name to this
structure(E_KUNNR) it will be shown in the field as the default value when we create the sales order.
This function also contains a customer include ZXVVA04 . This include
will be used to write our custom code .
Double clicking on this include and it will prompt us that this include does not exists do you want to create this object ,select yes and the include will be created .In this include we can write our own code that will fill the field E_KUNNR.
e.g. E_KUNNR = 301.

Activate the include and Activate the project. Now when ever the SALES ORDER will be created , sold-to-party field will come up with a predefined
customer .
FIELD EXITS
The field exits are managed,created,activated through program RSMODPRF. The field exit is associated with a data element existing in ABAP dictionary and hence to the screen field using that data element.
The format of field exit is :

FIELD_EXIT_dataelement_A-Z or 0-9
If a particular screen and program name is not specified than the field exit will effect all the screens containing that data element.
The function module associated with field exit shows two parameters
INPUT and OUTPUT. Input parameter contains the data passed to the field exit when the field exit was invoked by the R/3 , We can write our own code to change the output parameter depending upon our requirements.
Before the field exit can have any effect the system profile parameter
ABAP/FIELDEXIT in all the application servers should be set to YES

ABAP/FIELDEXIT = YES.

Difference between user exits & customer exits:

User exit - A user exit is a three character code that instructs the system to access a program during system processing.

SXX: S is for standard exits that are delivered by SAP. XX represents the 2-digit exit number.

UXX: U is for user exits that are defined by the user. XX represents the 2-digit exit number

Customer exit - The R/3 enhancement concept allows you to add your own functionality to SAP’s standard business applications without having to modify the original applications. SAP creates customer exits for specific programs, screens, and menus within standard R/3 applications. These exits do not contain any functionality. Instead, the customer exits act as hooks. You can hang your own add-on functionality onto these hooks. *-- Mani

The following document is about exits in SAP :-

The R/3 enhancement concept allows you to add your own functionality to SAP’s standard business applications without having to modify the original applications.

SAP creates user exits for specific programs, screens, and menus within standard R/3 applications. These exits do not contain any functionality. Instead, the customer exits act as hooks. You can hang your own add-on functionality onto these hooks.

Types of Exits There are several different types of user exits. Each of these exits acts as hooks where you can attach or "hang" your own add-ons.

Menu Exits Menu exits add items to the pulldown menus in standard SAP applications. You can use these menu items to call up your own screens or to trigger entire add-on applications.

SAP creates menu exits by defining special menu items in the Menu Painter. These special entries have function codes that begin with "+" (a plus sign). You specify the menu item’s text when activating the item in an add-on project.

Screen Exits Screen exits add fields to screens in R/3 applications. SAP creates screen exits by placing special subscreen areas on a standard R/3 screen and calling a customer subscreen from the standard screen’s flow logic.

Function Module Exits Function module exits add functions to R/3 applications. Function module exits play a role in both menu and screen exits.
When you add a new menu item to a standard pull down menu, you use a function module exit to define the actions that should take place once your menu is activated.

Function module exits also control the data flow between standard programs and screen exit fields. SAP application developers create function module exits by writing calls to customer functions into the source code of standard R/3 programs.

These calls have the following syntax:
CALL CUSTOMER-FUNCTION ‘001’.

Field Exits Field exits allow you to create your own programming logic for any data element in the Dictionary. You can use this logic to carry out checks, conversions, or business-related processing for any screen field. Example: The data element BBBNR identifies a company’s international location number. You might want to set up your R/3 System so that all international location numbers are larger than 100.

The field exit concept lets you create a special function module that contains this logic.
You assign the special function module to the data element BBBNR. You then assign the module to any programs and screens in which users can add new international location numbers. When you activate your field exit, the system automatically triggers your special routine whenever a user enters a company location number.

In 4.6c, you can use "RSMODPRF" program to create field exits.

An example of a user exits :-

MODULE user_exit_0001 INPUT CASE okcode. WHEN 'BACK OR EXIT'. CASE sy-dynnr. WHEN '100'. SET SCREEN 0. LEAVE SCREEN. WHEN '200'. ****************************************************************************** **** Note that you can write any code that satisfy your needs. **** **** But in this case, this was wrote as a sample code for reference sake. **** **** And you can test it. **** ****************************************************************************** SET SCREEN 100. LEAVE SCREEN. ENDCASE. ENDCASE.