SAP SD Configuration

Enterprise Structure:

1 Edit, Copy, Delete, Check Company Code(T001)

Company is created by FI Consultant.

The company code is an organizational unit used in accounting. It is used to

structure the business organization from a financial accounting perspective.

IMG -> Enterprise Structure -> Definition -> Financial Accounting -> Define,
copy, delete, check Company Code

2 Define Credit Control Area(T014)

Company is created by FI Consultant.

The credit control area is an organizational unit that specifies and checks a
credit limit 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
control area. Within a credit control area, the credit limits must be specified
in the same currency.

IMG -> Enterprise Structure -> Definition -> Financial Accounting-> Define
Credit Control Area
3. Maintaining Sales Organization(TVKO)

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

4. Assigning Sales Organization to Company Code(TVKO~BUKRS)

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

5. Maintaining Distribution Channel(TVTW)

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

6. Assigning Distribution Channel to Sales Organization(TVKOV)

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

7. Maintaining Division(TSPA)

Division is a way of grouping materials, products, or services.

IMG -> Enterprise Structure -> Definition -> Logistics – General -> Define,
copy, delete, check division

8. Assigning Division to Sales Organization(TVKOS)

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution ->
Assign division to sales organization

9. Setting up Sales Area(TVTA)

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

10 Maintain sales office(TVBUR)

you define the sales offices in your company. The definition of sales offices is
optional.
For each sales office, you can determine the printer for output based on the
sales documents in different ways

IMG -> Enterprise Structure -> Definition -> Sales and Distribution ->
Maintain Sales Office

11 Assign sales office to sales area(TVKBZ)

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution ->
Assign sales Office to Sales Area

12 Maintain sales Group(TVKGR)

company. The definition of sales groups is optional. You can use the SD
system without creating sales groups.

13 Assign sales group to sales office(TVBVK)

you can assign as many sales groups as desired to the sales offices. Any one
sales group can belong to several sales offices.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution ->
Assign sales group to sales office

14. Define Shipping Points(TVST)

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

15 Define, copy, delete, check plant(T001W)

Plant is created by MM Consultant.

IMG -> Enterprise Structure -> Definition -> Logistics – General -> Define,
copy, delete, check plant

16 Assigning Shipping Point to Plant(TVSWZ)

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

17. Assigning Sales Organization- Distribution Channel- Plant(TVKWZ)

Plant is created ny MM Consultant.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution ->
Assign sales organization – distribution channel – plant

Note: Ensure to do the undermentioned configuration also though it is not in

Customizing node of Enterprise Structure.

18. Defining Common Distribution Channels for Master Data(TVKOV-VKWKO

TVKOV~VTWKU)

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

19. Defining Common Divisions for Master Data(TVKOS-SPAKO

TVKOS~SPAKU)

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
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 -> Basic
Function -> 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 -> Basic
Function -> 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 -> Basic
Function -> 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 -> Basic Function -> 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 -> Basic Function -> 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.

Frequently Used SD Master Data Transactions Codes

Material Master

MM01 Create Material Master

MM02 Change Material Master

MM50 Extend Material Views

Customer Master

VD01 Create Customer Master Data – Sales Area

VD02 Change Customer Master Data – Sales Area

VD05 Block/ unblock Business Partner

VD06 Delete Customer Master Data

XD01 Create Customer Master Data – Complete

XD02 Change Customer Master Data – Complete

VD51 Create Customer-Material Info Record

VD52 Change Customer-Material Info Record

Batch Data

VCH1 Create Batch Search Strategy

VCH2 Change Batch Search Strategy

CT04 Define Batch Characteristics

CL02 Define Batch Classes

MSC1N Create Batch

MSC2N Change and Classify Batch

Item Proposal & Pricing Conditions

VA51 Create Item Proposal

VA52 Change Item Proposal

VBN1 Create Free Goods Determination

VBN2 Change Free Goods Determination

VK11 Create Condition Record Using Condition Type

VK12 Change Condition Record Using Condition Type

VK31 Create Condition Records

VK32 Change Condition Records – Fast Entry

VK34 Create Condition Records With Template

Output Conditions

VV11 Create Output Condition – Sales

VV12 Change Output Condition – Sales

VV21 Create Output Condition – Shipping

VV22 Change Output Condition – Shipping

VV31 Create Output Condition – Billing

VV32 Change Output Condition – Billing

Sales And Distribution Other Frequently Used Transactions

Credit Management

F-28 Post Incoming Payments

FD32 Customer Credit Management Change

VKM1 Credit Management – Blocked SD Documents

VKM2 Credit Management – SD Documents Released

VKM4 Credit Management – All

OBB8 Definition and Maintenance Of Payment Terms

Inquiry Processing
VA11 Create Inquiry

VA12 Change Inquiry

Quotation Processing

VA21 Create Quotation

VA22 Change Quotation

Sales Processing

VA01 Create Sales Order

VA02 Change Sales Order

V.01 Incomplete SD Documents

V_RA Backorder Processing List – SD

V_SA Collective Processing Log

V_V2 Execute Backorder Rescheduling

VA14L SD Documents Blocked For Delivery

OVAU Definition of Order Reason

Delivery Processing

VL01N Create Outbound Delivery wrt Sales Order

VL02N Change Outbound Delivery

VL06 Delivery Documents List

VL06G PGI Collective Processing Via Outbound Delivery Monitor

VL06O Outbound Delivery Monitor

VL09 PGI Cancellation / Reversal

VL10A Delivery Due List – Sales Documents

VL10B Delivery Due List – Purchasing Documents

VL23 PGI Schedule Background Processing

VL71 Outbound Delivery Output

V_UC Incomplete Outbound Deliveries

VG03 Display Group Of Outbound Deliveries

Billing

VF01 Create Billing Document

VF02 Change Billing Document

VF04 Process Billing Due List

VF06 Background Processing – Billing

VF11 Cancel Billing Document

VF31 Output from Billing

VFX3 Blocked Billing Documents

SD Reports

Sales & Distribution: Master Data Reports

Master Data
MM03 Display Material Master

OV50 Customer Master Comparison

OV51 Display Changes To Customers

VD03 Display Customer Master Data – Sales Area

VD04 Display Customer Changes – Sales Area

XD03 Display Customer Master Data – Complete

XD04 Display Customer Changes – Complete

VD53 Display Customer-Material Info Record

VCH3 Display Batch Search Strategy

MSC3N Display Batch

Pricing and Output Conditions

VA53 Display Item proposal

VA55 Item Proposal List By Material

VBN3 Display Free Goods Determination

VK13 Display Condition Record Using Condition Type

VK33 Display Condition Records

VV13 Display Output Condition – Sales

VV23 Display Output Condition – Shipping

VV33 Display Output Condition – Billing

Sales and Distribution: Sales Reports

Credit Management

F.31 Credit Management Overview

F.32 Customers With Missing Credit Data

FCV3 Early Warning List

FD33 Customer Credit Management Display

FDK43 Credit Management Master Data List

S_ALR_87012215 Display Changes To Credit Management

S_ALR_87012218 Credit Master Sheet

Sales and Distribution Processing

VA03 Display Sales Order

VA13 Display Inquiry

VA23 Display Quotation

VL03N Display Outbound Delivery

VL22 Outbound Delivery Changes

V_UC Incomplete Outbound Delivery

VF03 Display Billing Document

VF05 Billing Documents List

VFX3 Blocked Billing Documents

ME53N Display Third Party Requistion

VA15 Inquiries List

VA25 Quotations List

VA05 Orders List

V.14 Blocked Orders

V.15 Overdue Orders

VL06F Outbound Deliveries List

VL04 Delivery Due List

VF05 Billing Documents List

MCV9 Incomplete Sales Documents List

MMBE Stock Overview

CO09 Availability Overview

VBN3 Display Free Goods Conditions

VV13 Display Output Conditon – sales

VV23 Display Output Condition – shipping

VV33 Display Output Condition – billling

VD53 Display Customer – Material Info Record

V/LD Pricing Reports

VA23 Display Quotation

Sales Information System

MCTA Customer analysis

MCTC Material analysis

MCTE Sales Organisation analysis

MCTK Shipping Point analysis

MC(A Customer Incoming Orders

MC+A Customer Returns

MC+E Customer Invoiced Sales

MC+I Customer Credit Memos

MC(E Material Incoming Orders

MC+M Material Returns

MC+Q Material Invoiced Sales

MC+U Material Credit Memos

MC(I Sales Org Incoming Orders

MC+Y Sales Org Returns

MC+2 Sales Org Invoiced Sales

MC+6 Sales Org Credit Memos

MC(U Shipping Point Deliveries

MC-0 Shiping Point Returns