Re: Is any SD/MM Configuration step by step

procedure available in the market?

Posted: Sep 25, 2007 7:52 PM

Reply

in response to: stockton way

HI Stockton, 1. Try to start with the Basic Concepts of SD which are given Below: SD FLOW/
OVERVIEW: Sales Inquiry - A customers request to a company that they provide a quotation or
sales information without obligation. An inquiry can relate to materials or services, conditions and
if necessary delivery dates. The sales area that accepts the inquiry becomes responsible for
further processing. Quotation - A quotation presents the customer with a legally binding offer for
delivering a product or providing a service within certain fixed conditions. This offer is legally
binding for the company within a specified time period. A sales area can reply to a customer
inquiry with a customer quotation or use it to refer to a business partner contact. Sales Order Request from a customer to a company to deliver a defined quantity of products or provide a
service at a certain time. The sales area that accepts the inquiry is responsible for completing the
agreement. Create Delivery:a. Picking - The picking process involves taking goods from a storage
location and staging the right quantity in a picking area where the goods will be prepared for
shipping. b. Packing - Packing is part of delivery- and shipment processing. When you process a
delivery, you can select delivery items for packing and assign them to handling units (HUs). c.
Goods Issue - As soon as the goods leave the company, the shipping business activity is finished.
This is illustrated using goods issue for outbound deliveries. Billing - Billing represents the final
processing stage for a business transaction in Sales and Distribution. Information on billing is
available at every stage of order processing and delivery processing. Sales Order Management
Transactions SALES ORDER PROCESSING Creating Sales Order - VA01 Maintaining a Sales
Order - VA02 Displaying a Sales Order - VA03 Releasing an Order or Delivery from Credit Hold:
Non-Flooring - VKM1 Display List of RMAs by Customer - VA05 Confirm RMA Goods Receipt VL02 Generate list of open return orders for deletion - VA05 Display Customer returns eligibility MCSI Removing a Billing Block (Approving Credit/Debit Requests) - V.23 PRICING MASTER
DATA Create Pricing - VK11 Creating a Sales Deal - VB21 Maintaining a Sales Deal - VB22
Displaying a Sales Deal - VB23 Maintaining Prices - VK12 Displaying Prices - VK13 MATERIAL
MASTER DATA Creating Material Substitution Master Data - VB11 Maintaining/Deleting Material
Substitution Master Data - VB12 Displaying Material Substitution Master Data - VB13 Creating a
Bundled Master - MM01 Creating a Sales BOM - CS01 Maintaining a Sales BOM - CS02
Displaying a Sales BOM - CS03 CUSTOMER MASTER DATA Creating Partner Records - XD01
Maintaining Customer Master Data - XD02 Displaying Customer Master Data - XD03 Deactivating
a Partner - VD06 CUSTOMER CREDIT INFO Creating/Maintaining New Customer Credit
Information - FD32 Displaying Customer Credit Information - FD33 Blocking or Unblocking a
Customer - VD05 SHIPPING Creating a Delivery - VL01N Displaying a Delivery - VL03N
Changing a Delivery - VL02N Shipment Inquiry / Display - VT03 Adjusting Transfer Order Confirmation Quantity - LT12 Collectively Confirm Transfer Order - LT25 Batch Shipment
Confirmation - VL19 PGI Reversal Cancellation - VL09 Creating Service Provider/Carrier Master
Data - XK01 Maintaining Serive Provider/Carrier Master Data - XK02 Displaying Service
Provider/Carrier Master Data - XK03 Maintaining Product Master/Serial # Profile/Unit of
Measure/Shipping Unit - MM02 IDoc Inquiry - WE02 / WE05 BILLING Invoicing a Customer
Shipment - VF01 Reprinting an Invoice - VF31 Releasing a Sales Order for Billing - V.23 Creating
an Invoice by Using the Billing Due List - VF04 Checking Open Billing Documents - VF05 Create
Credit/Debit Memo - FB01 A/R Controlling Total Debit/Credit bkgs - F.03 Generate FI Account
balance - F.08 Generate Month-to-date Inv. register - F.02 Process payments - FBZ1 Rqst
Individual Customer Corresp. - FB12 Generate Customer Correspondence - F.61 Enter Batch
totals under Control ttl - FB07 Display G/L Acct. totals - FBL3N Reverse Posted Amounts - FB08
Customer Refunds - FBL6 Customer Refund to other than Payer - FB05 Clearing Debit/Credit on
Cust. acct. - FB1D Customer Balance in Local Currency - F.23 G/L Account Balance Report - F.08
Create Invoice - legal entity adjust - FB01 Generate Cust. Acct. statements - F.27 Generate
Dunning Letters - F150 Generate Billing Due List - VF04 Generate Blocked Billing Doc list - VFX3
Inq. via Credit Release Screen - VKM1 List orders by partner - VA05 Past Due invoices by
customer - FD11 Check number info by G/L account - FBL3N Display customer Line items FBL5N SD Configuration: Enterprise Structure: 1. Maintaining Sales Organization 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 2. Assigning Sales Organization to Company Code 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 3. Maintaining Distribution
Channel 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 4. Assigning Distribution Channel to Sales Organization 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 5. Maintaining Division Division is a way of grouping
materials, products, or services. IMG -> Enterprise Structure -> Definition -> Logistics - General
-> Define, copy, delete, check division 6. Assigning Division to Sales Organization IMG ->
Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales
organization 7. Setting up Sales Area 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 8. Assigning Sales Organization- Distribution
Channel- Plant Plant is created ny MM Consultant. IMG -> Enterprise Structure -> Assignment ->
Sales and Distribution -> Assign sales organization - distribution channel - plant 9. Define
Shipping Points 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 10 Assigning Shipping Point to Plant 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 Note: Ensure to do the undermentioned configuration also though it is not in Customizing
node of Enterprise Structure. 11. Defining Common Distribution Channels for Master Data 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 12. Defining Common Divisions for Master DataUse 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. he configuration differs from scenario to scenario
& requirement of the client. Interesting &important link to learn much more about configuration &
business process is as under: Link: http://help.sap.com/ Path: SAP Best Practices --> Baseline
Packages --> Based on SAP ECC 5.00 --> Select Country: for eg, Localized for India -->
Technical Information --> Building Blocks --> Select Country for eg, India --> List of Basic
Configuration & scenarios will be listed. Select the required basic configuration / scenario. These
will consist of overview, configuration guide, business process, master data &so on. SD FLOW
SD Flow Cycle: INQUIRY ( VA11) | QUOTATION (VA21) | PURCHASE ORDER (ME21) | ORDER
CONFIRMATION (VA01) | PICKING LIST (VL36) | PACKING LIST - (VL02, VL01) | SHIPPING
(VT01) | INVOICE (VF21, VF01) | AR 2.Hope aware that SAP- SD itself the Big one.try to
Explore the various Scenarios in SD and be Stong in Some Areas like Pricing, Intercompany
Billing, Third Party Sales, LSWM, EDI Etc., 3.The link between SD and MM: - 1. When you create
sales order in SD, all the details of the items are copied from Material master of MM. 2. MRP and
availability check related data is also taken from MM although you control this data in SD also. 3.
While you create inbound/outbound delivery with reference to a sales order, the shipping point
determination takes place with the help of the loading group, plant data, shipping conditions etc.
This also refers to Material Master. 4. The material which you are entering in a sales order must
be extended to the sales area of your sales order/customer otherwise you cannot transact with
this material. There are many such links between SD and MM. SD INTEGRATON WITH MM 1a.

Looking at MM and SD interaction first, take the scenario of a third party order process. This
process uses a purchase order (which is sent to your vendor). Also invoice verification is used
further along the process to check that the invoice you send to your customer is the same
material and quantity as that which the vendor sends to you (but obviously shipped directly to
your customer). 1b. Billing is an SD function. But SAP needs to know, when processing a
customer's payment, to which GL account the payment has to be processed. For instance
payment of a UK based material would be placed in a different GL account to that of a non-UK
based material. Furthermore, a UK based customer may have a different GL account to that of an
Export customer. This is configured in Account Determination. 2. ABAPers are there to essential
do some bespoke development. Your integration, or interaction, with them would be when
specifying the tables, fields, input fields, a simple process explanation, data mapping (if doing an
interface from one system to another) etc. *-- Shahee The link between SD and MM :- 1. When
you create sales order in SD, all the details of the items are copied from Material master of MM.
2. MRP and availability check related data is also taken from MM although you control this data in
SD also. 3. While you create inbound/outbound delivery with reference to a sales order, the
shipping point determination takes place with the help of the loading group, plant data, shipping
conditions etc. This also refers to Material Master. 4. The material which you are entering in a
sales order must be extended to the sales area of your sales order/customer otherwise you
cannot transact with this material. There are many such links between SD and MM In Pricing we
would want to determine the cost of the product thru VPRS Condition Type. This cost of the
material is picked from the Material Master. How this happens is, if we would want to determine
this cost VPRS in the Sales Order for Profitability purpose then , all those Item categories that can
appear in a sales order must be activated for Determine Cost Check box in customizing. Thats
one of the SD MM Integration. Please go through the below Link, http://sap-img.com/sap-sd/linkbetween-sap-sd-mm-and-fi.htm Hope Clarifies your doubts and Please Reward If Really Helpful,
Thanks and Regards, Sateesh.Kandula