Creating a First Sales Order in SAP SD Process

Overview

Transaction VA01: creating a Sales Order from the beginning.
Sales order data in first screen: Document type, Sales organization, Distribution Channel, Division.
Sales order data in second screen: Ship to party, Sold to party. Header and Item data.

VA01

1: Go to Transaction code VA01  to create the Sales Order

Or navigate in menu [Logistics -> Sales and Distribution -> Sales -> Order -> Create ]

Here you have to fill the obligatory fiedls: Order type, Sales Organization, Distribution Channel and Division.

2: Choose document type by F4 search in field Order Type. A pop-up window will open with all available document types. Double click to select one.

  

Output Determination Using Condition Technique in SAP SD

Outputs are an essential media of communication with various business partners & internal partner within the organization during or for sales processing. These output can be either be taken as print on paper or generated PDF files or sent by mails/electronically. You can even restrict or allow the trigger of these output.

Output determination using condition technique majorly defines 3 functions:
1. Automatic determination of output in respective object.
2. Processing of output based on some events.
3. Respective parameter/medium for print.

So, output types are assigned to

• Partner functions,
• Transmission media and
• Dispatch time.

You need to co-ordinate with ABAPers for output processing program and form.

Output determination is carried out through condition technique in Sales and Distribution.

Application	Keys Area
V1	Sales
V2	Shipping
V3	Billing
V6	Handling Units
V7	Transport

Types of Output

• Print Output,
• Fax,
• Telex,
• E-Mail
• EDI (Electronic Data Interchange)

Output Determination

Output is determined using condition technique.

Output can be determined from customer master, but it is recommended that Output in sales document through output determination procedure(Condition technique). Output can be determined separately for Sales Document: Header and Sales Document: Item level.

Unlike any other determination procedure getting determined through condition technique. The output determination also involves,

• Condition Table
• Access Sequence
• Condition Types
• Output Determination Procedure
• Output Determination Procedure Assignment

1.) Condition Table

TCode	V/57
SPRO Path	IMG - SD - Basic Function - Output Control  - Output Determination using Condition Technique  - Output Determination for Sales Documents  - Maintain Condition Table

You have to define combination of fields for which you want condition records in condition tables of output. Provided existing standard condition tables does not meet your requirement. In case of new condition table enter name of condition table, the number of table must be starting from 900. Select the fields for table from allowed fields and generate new condition table.

2.) Access Sequence

SPRO Path	IMG - SD - Basic Function - Output Control  - Output Determination using Condition Technique  - Output Determination for Sales Documents  - Maintain Access Sequence

You have to define new access sequence by copying existing one and change to your requirement, provided standard access sequence does not meet you requirement. It is search strategy which system uses to find out condition records stored in condition tables for condition types. Unlike pricing, all output type has access sequence. Therefore, you maintain output condition record for all output types.

3.) Output Types

TCode	V/30
SPRO Path	IMG - SD - Basic function - Output control  - Output determination using condition technique  - Output determination for sales documents  - Maintain Output Types

You have to define new Output types by copying existing one and change to your requirement, provided standard output type does not meet you requirement.

• Languages of Output
• Print Program: print specification
• SAP Script: layout
• Partners (to whom you need to send output)
  You need to mention Partner function wise Output type.

3.1.) Assign Output types of Partner Function

SPRO Path	IMG - SD - Basic Function - Output Control  - Output determination using condition technique  - Output determination for Sales documents  - Assign Output type to Partner Function

Here you assign Output types to desired Partner function like SP/SH/PY etc.. Generally that would be the intent recipient of that output type.

4.) Maintain Output Determination Procedure

SPRO Path	IMG - SD - Basic function - Output control  - Output determination using condition technique  - Output determination for sales documents  - Maintain Output determination procedures

You have to define new Output determination procedure by copying existing one and change to your requirement, provided standard output determination procedure does not meet you requirement.

5.) Assign Output Determination Procedure

TCode	V/43  Assign Output determination procedure to Sales document header level
TCode	V/69  Assign Output determination procedure to Sales document item category
SPRO Path	IMG - SD - Basic Function - Output control  - Output determination using condition technique  - Output determination for sales documents  - Assign Output determination procedures

You need to assign output determination procedure to Sales document. You may assign as per your requirement Header level and item level.

Similar steps could be followed for output determination for Sales activities and Billing documents

Define Communication Strategy

SPRO Path	IMG - SD - Basic Function - Output Control - Determine Communication Strategy

You need to create communication strategy, system should search for communication methods in case of transmission medium 5.

Output Determination Level & Assignment in Sales

Output Determination - Level	Assign to
Output Determination - Sales Document: Header	assigned to Sales Document Type
Output Determination - Sales Document: Item	assigned to Sales Document Item Category
Output Determination - Delivery Document: Header	assigned to Delivery Type
Output Determination - Delivery Document: Item	assigned to Delivery Item Category
Output Determination - Billing Document: Header	assigned to Billing Type
Output Determination - Billing Document: Item	assigned to Billing Type

Some Standard Output Types

Output Type relevant Sales Document	Standard Output Type
Transfer Order	WMTA
Packing	PL00
Sales Orders	BA00
Cash Sales	RD03
Sales Invoice	RD00
Delivery Note	LD00

Condition Record

Without or in absence proper condition record maintenance, the desired output type will not determine in relevant sales document type. Therefore condition record is crucial in Automatic determination of output type.

TCode	Condition Record Maintenance for
VV11 / VV12 / VV13	Sales Document relevant Output Type
VV21 / VV22 / VV23	Delivery Document relevant Output Type
VV31 / VV32 / VV33	Billing Document relevant Output Type

How to Create and Run Pricing Report

What is the purpose of Pricing Report in SAP SD:

If you want information about pricing data stored in the system, you can create pricing reports. Pricing reports put together information from condition records, condition types and condition tables according to various different criteria. A report can provide you, for example, with answers to the following questions:

• Which customer-specific price agreements were made within a certain period?
• Which condition records exist for freight charges?
• Which condition records exist for customers in a particular region or country?

Pricing reports are created in Customizing according to your company requirements and can be executed via the application menu. By using specific selection criteria you can change the scope of the pricing report, but you cannot change the criteria used to create the pricing report. This is carried out in Customizing.

Effect of Changing Sold To Party in SAP SD

This blog post is very helpful to understand the importance of Sold to Party and its importance. You will also learn the impact of changing Sold to Party in SAP SD process.

Usage of Sold to Party in Sales Document:

Once you have entered a sales document, you can change which sold-to party it is assigned to. This might be necessary in the following situations:

• You entered the wrong sold-to party when you created the sales document
• During telesales, you want to enter the item first and then the sold-to party. Here, you would work with the default sold-to party first.
• In make-to-order production, you want to start with a work-to-order before the final customer is known.
• The first customer rejects a make-to-order production order but it is accepted by someone else.

Features of Sold to Party:

Account Assignment for Business Area in SAP SD

This blog post focuses on the process of business area account assignment. You can define business areas by division, for example, to create “internal balance sheets” or for internal reporting purposes. This is carried out in Financial Accounting. The business areas that are determined can be viewed in the accounting document. Determination is carried out per order item in Sales and Distribution, according to specific rules.

Functions of Sales Document Type in SAP SD Process

I have seen that many candidates have failed to get firm clarity on sales document types and its functions. Here I have listed all possible functions covered in SAP SD Certification exam syllabus for C_TSCM62_64, C_TSCM62_65 and C_TSCM62_66. I will expand this blog as quickly as possible with sufficient screenshots to bring more simplicity on sales document type. Please make a valuable comment or write me an email if I have missed any function or you need more clarity on listed functions.

You can follow my SAP SD Certification Guide to achieve maximum success in your SAP SD certification. Apart from this, I have designed 600+ topic wise question bank with accurate answers and related screenshot where you can not miss any questions for your SAP SD certification preparation.

Functions of Sales Document Type in SAP SD Process:

1. Whether it is possible to enter multiple materials with various divisions for an order

1. The way system is to respond, with or without warning message

1. Whether the division on item level is copied from material master record or whether the division in the document header is also copied into the item

SAP SD Condition Technique in Pricing

As a SAP SD consultant, you need to implement the SAP system which must meet organization product pricing strategies based on many requirements. With this blog you will learn the basic foundation on pricing configuration options to build the solution for your organization. In SAP pricing, conditions are built to meet requirement of many pricing factors like basic price, surcharges, freight, discounts and taxes. These pricing factors must be determined spontaneously for healthy business transactions.

Master Data for Conditions:

Master data for conditions is kept in condition records. The stages at which pricing is most usually carried out have been predefined and shipped in the standard version.

Generally, conditions can be well-defined at any key level. Thus, you can add extra key levels if necessary. A typical field catalog comprising the fields normally used in pricing is provided within Customizing for this purpose. You can add any additional fields to the field catalog release-independently.

Conditions
Prices	Discounts/Surcharges	Freight	Taxes
- Price List - Material Price - Customer Specific - Other	- Customer - Material - Material Pricing Group - Customer/Material Pricing Group - Customer/Material - Price group / material pricing group - Other	- Incoterms, part 1 - Incoterms, part 1+2 - Other	- Departure Country/Destination Country - Domestic - Export - Other

Forward and Backwad Shipment Scheduling Process in SAP SD

Shipment Scheduling in Delivery Process:

In shipment and transportation scheduling, you define the time at which the receipt of the goods at the customer can be acknowledged (confirmed delivery date). Different lead times are taken into account: the preparation time, loading time, transportation lead time, and transit time.

The following data is used in shipment scheduling:

• Order date: date on which the order is placed • Material availability date: date by which a sufficient quantity of goods must be available for picking and packing 
• Loading date: date on which the goods picking and packing process is completed (and the mode of transport is available) so that loading can begin on time 
• Goods issue date: the date on which the goods must leave the delivering plant so that they reach the customer on the agreed date 
• Delivery date: date on which the goods arrive at the customer. A differentiation is made between: 
• Requested delivery date: date on which the customer would like the goods to arrive 
• Confirmed delivery date: date on which the goods receipt is confirmed for the customer

Configuration of Shipping Point Determination in Delivery Process

In SAP SD process, shipping point plays key role in delivery process. In this blog I have tried to define all possible configuration with respect to Shipping point and its determination. Use the following steps to define to define and configure Shipping Point and determination in SAP SD.

Step 1: Define Shipping Conditions

Menu Path: SAP Customizing Implementation Guide --> Logistics Execution --> Shipping --> Basic Shipping Functions --> Shipping Point and Goods Receiving Point Determination --> Define Shipping Conditions

The shipping conditions are filled in the customer master record in the shipping screen and in the sales document type. Such settings are then come into the sales document while order creation and they are used to determine the shipping point in it. The shipping conditions can be manually changed in the sales order, or they can be set default to a particular sales document type. They can be set default to a particular sales document type, then system will ignore the setting on the customer master record.

Continue with copying a shipping condition and rename to define your requirements, using the prefix Z. The shipping condition name is a two-character alphanumeric value, as seen in screen below.

Now you can define the shipping condition with given path,

Menu Path: SAP Customizing Implementation Guide --> Logistics Execution --> Shipping --> Basic Shipping Functions --> Shipping Point and Goods Receiving Point Determination --> Define Shipping Conditions by Sales Document Type

How to Define Billing Document Types in SAP SD

The billing document is similar to the delivery document in that it has a header and item level, but no schedule line level, as in the sales documents. Thus one must configure the header document type and the relevant item categories.

To define the billing document type, use the following menu path.

SAP Customizing Implementation Guide --> Sales and Distribution --> Billing--> Billing Documents --> Define Billing Types --> Define Billing Types