Master Data SALES ORGANIZATION: A sales organization is an organizational unit that sells and distributes products, negotiates terms

of sale, and is responsible for these transactions. DISTRIBUTION CHANNEL: A distribution channel is a channel through which materials or services reach customers. Typical distribution channels include wholesale, retail, and direct sales. DIVISION: A division is a product group that can be defined for a wide-ranging spectrum of products. SALES AREA: A sales area is compiled of the following data: a sales organization, a distribution channel, a division. A sales area may be used for reporting purposes; all data relevant for sales can be defined by a sales area. SALES OFFICE: Sales Office Geographical aspects of the organization in business development and sales are defined using the term sales office. A sales office is in turn assigned to a sales area. 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: 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: Salespersons Individual personnel master records are used to manage data about salespersons. You can assign a salesperson to a sales group in the personnel master record. SHIPPING POINTS: Shipping points are defined in the SD organizational master data setup. They are the top level of the organization in shipping. Deliveries are always initiated from exactly one shipping point. A shipping point is assigned one or more plants and can be subdivided into several loading points. LOADING POINT: A loading point is a voluntary entry. It is merely a subdivision of a shipping point. A loading point is manually entered into the header data of the delivery. Assignment Of Organizational Data

Master Data For The Customer The sold-to party record The ship-to party record The bill-to party record The payer record inter-company customers one-time customer

[VD01] is the customer master record for sales view creation. [XD01] is the central customer master record creation with company code data. ACCOUNT GROUP: When you create a customer master record, the system knows which fields to turn on and off by using the assigned account group. The account groups are defined in Finance. However, they can be accessed by going to the IMG, Financial Accounting, Accounts receivable and accounts payable, Customer accounts, Master records, Preparations for creating customer master records,

Maintaining the data is possible from both the accounting view and the SD view using transaction [VD02] or [XD02] to change. Company code-specific data in the customer master record would be data on accounting information, payment transactions, correspondence, insurance, and withholding tax, credit management is linked to the customer master. The account group defines what fields are available in the customer master records. A sold-to party only needs sales-relevant data. However, a sold-to party can also be created as all the partner functions. The ship-to party only needs shipping-relevant data, such as unloading points and so on. A payer is the individual or company who settles the invoices for a service or for delivered goods. The bill-to party need only have the basic data such as address and output fields.

Material Master Units Of Measure

Base Unit of Measure Alternative Unit of Measure Sales Unit Delivery Unit

Quantity Specifications MINIMUM ORDER QUANTITY: minimum quantity the customer must order. warning message appears if the minimum order quantity is not reached. MINIMUM DELIVERY QUANTITY: Minimum quantity you must deliver to the customer. A warning message appears during delivery processing if you enter a delivery quantity lower than the minimum delivery quantity. Customer Material Information Records Customer material information is information on a material that applies to a specific customer. This data is dependent on the relative sales areas. MENU PATH The path is as follows: Logistics, Sales and distribution, Master data, Agreements, Customer material information, Create. It can also be accessed from the relevant customer master record within the customer master record inside [VA02]. You would select Environment, Cust. material info. TRANSACTION CODE VD51. TIP: The system copies the plant data into the sales order from the relevant entries in the master records based upon the following priorities: 1. Customer material information master record 2. Customer master record 3. Material master record TIP: Make sure the relevant indicator is set on the sales document type in order for the system to read this customer material information record. Master data sharing, common distribution channels, and Common divisions MENU PATH

The path is as follows: IMG, Sales and distribution, Master data, Define common distribution channels. You can also go to IMG, Sales and distribution, Master data, Define common divisions. TRANSACTION CODE VOR1. Customer Groups MENU PATH The menu path is as follows: IMG, Sales and distribution, Master data, Business partners, Customers, Sales, Define customer groups. TRANSACTION CODE OVS9 Sales Districts/Customer Districts Sales districts, also referred to as customer districts, can be geographical areas or regions. MENU PATH The menu path is as follows: IMG, Sales and distribution, Master data, Business partners, Customers, Sales, Define sales districts. TRANSACTION CODE OVR0 Customer Master Record Fields MENU PATH The path is as follows: IMG, Financial accounting, Accounts receivable and accounts payable, Customer accounts, Master records, Preparations for Creating Customer Master Records, Define account groups with screen layout (customers). TRANSACTION CODE OBD2 The customer master record is controlled via the account group. To configure your own account group, always copy an initial SAP standard account group. By always copying the standard component, the system copies all underlying assignments. The process is as follows: 1. Highlight the account group by selecting the one you wish to copy, such as 0001. 2. Select the Copy button. 3. Change the account group number starting with the letter Z, such as Z001. SAP uses this prefix for all upgrades in order to ensure it does not overwrite client-specific entries. 4. After you have selected your changes, press the Save button. TIP: Dont forget to allocate this new account group into the list of allowed account numbers for partner determination. Otherwise, you will not be able to create any customer master records using this new account group. Basic SAP R/3 Tables and Fields MENU PATH The path is as follows: Tools, ABAP workbench, Select dictionary. TRANSACTION CODE SE11.

VBAK VBAP VBEP LIKP LIPS VBRK VBRP VBPA VBUK VBUP VBKD VBFA

Order header Order item Order schedule line Delivery header Delivery item Billing header Billing item Partners Status header Status items Business data Document flow

A few crucial fields are: KUNNR VBELN NETWR MATNR ERDAT AUART Sold-to party Document number Net value Material number Date Document type

Here are the customer master tables: KNA1 KNB1 KNVV Customer master header data Accounting views Sales views

Material master is divided into multiple tiers: MARA MBEW MVKE MARC MARD Highest level of data Data referring to accounting Data referring to sales Data referring to the plant level Data storage location

The packaging tables are as follows: VEKP Shipping units header VEPO Shipping units item Finally, here are two tables that we will refer to often in Chapter 5: VBUK VBUP Document header status Document item status

Sales Documents
Each sales document is divided into three levels: Header-level data (table VBAK) is responsible for master data, such as customer material master as well as sales area and organization data.

Item-level data (table VBAP) is responsible for material item data, such as the order quantity and material number. This is controlled by the sales item category, such as TAN. Schedule line data (table VBEP) is responsible for delivery dates and delivery quantities. This is controlled by the schedule line category, such as CP. To configure a sales document type, we will start with product proposals. Item Proposals (Product Proposal) MENU PATH The path is as follows: Logistics, Sales and distribution, Master data, Products, Item proposal, Create. TRANSACTION CODE The transaction codes here are [VA51] to create and [VOV8] to configure. Number Ranges MENU PATH Here is the path to follow: IMG, Sales and distribution, Master data, Item proposal, Define number ranges for item proposals. TRANSACTION CODE OVZA or VN01. Two forms of number ranges exist: Internal. The system automatically proposes the number range and the next available number to be used. External. The system enables the user to specify the number in the number range he or she wishes to use.

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