The document discusses sales order types and their structure in SAP SD. It describes:
1. Sales orders are contracts between a customer and seller for supplying goods within an agreed time period. Sales documents are grouped into presales, standard/special orders, outline agreements, and complaints categories.
2. All sales documents have a header and items structure. The header contains data for the whole document while items contain item-specific data. Items can have multiple schedule lines for delivery details.
3. Sales document types represent different transactions like inquiries and orders. They control functions like delivery scheduling, pricing, and credit checks. Item categories also provide additional controls for items.
The document discusses sales order types and their structure in SAP SD. It describes:
1. Sales orders are contracts between a customer and seller for supplying goods within an agreed time period. Sales documents are grouped into presales, standard/special orders, outline agreements, and complaints categories.
2. All sales documents have a header and items structure. The header contains data for the whole document while items contain item-specific data. Items can have multiple schedule lines for delivery details.
3. Sales document types represent different transactions like inquiries and orders. They control functions like delivery scheduling, pricing, and credit checks. Item categories also provide additional controls for items.
The document discusses sales order types and their structure in SAP SD. It describes:
1. Sales orders are contracts between a customer and seller for supplying goods within an agreed time period. Sales documents are grouped into presales, standard/special orders, outline agreements, and complaints categories.
2. All sales documents have a header and items structure. The header contains data for the whole document while items contain item-specific data. Items can have multiple schedule lines for delivery details.
3. Sales document types represent different transactions like inquiries and orders. They control functions like delivery scheduling, pricing, and credit checks. Item categories also provide additional controls for items.
The document discusses sales order types and their structure in SAP SD. It describes:
1. Sales orders are contracts between a customer and seller for supplying goods within an agreed time period. Sales documents are grouped into presales, standard/special orders, outline agreements, and complaints categories.
2. All sales documents have a header and items structure. The header contains data for the whole document while items contain item-specific data. Items can have multiple schedule lines for delivery details.
3. Sales document types represent different transactions like inquiries and orders. They control functions like delivery scheduling, pricing, and credit checks. Item categories also provide additional controls for items.
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At a glance
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The key takeaways are that there are different types of sales documents like inquiries, quotations, orders etc. and they all have a standard structure with a header, items, and schedule lines. The schedule line category is determined by the item category and material requirements planning type.
The main types of sales documents are presales documents like inquiries and quotations, standard and special orders, outline agreements like contracts and scheduling agreements, and problems and complaints like credit and debit memos.
The main components of a sales document structure are the header, items, and schedule lines. The header contains general data for the whole document. Items contain item specific data. Schedule lines contain delivery specific data like dates and quantities if deliveries are split.
Sales Order Types :
Sales Order is a contract between a customer and sales organization for
supplying goods or service to customer within a agreed time period.
Sales document are grouped into four categories: 1. Presales documents: Inquiry and quotations 2. Standard order and special order like cash sales and rush order. 3. Outline agreements: contracts and scheduling agreements. 4. Problems and complaints: credit and debit memo, returns, and free of charge subsequent deliveries.
The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc.
Structure of the sales doc :
All sales documents have basically the same structure. They are made up of a document header and any number of items. The items can in turn be divided into any number of schedule lines. The following graphic shows the structure of a sales document:
Header data The general data that is valid for the entire document is recorded in the document header. For example, Number of the sold-to party Number of the ship-to party and the payer Document currency and exchange rate Pricing elements for the entire document Delivery date and shipping point Item data Whereas data in the document header applies to all items in the document, some data applies only to specific items. This data is stored at item level and includes the: Material number Target quantity for outline agreements Number of the ship-to party and the payer (an alternative ship-to party or payer can be defined for a particular item) Plant and storage location specifications Pricing elements for the individual items Schedule line data An item consists of one or more schedule lines. The schedule line contains all the data that is needed for a delivery. For example, a customer orders 20 units of a particular material which you enter as one item in the sales order. However, you can only deliver 10 pieces now and the remaining 10 pieces next month so you need to schedule two deliveries. The data for these deliveries (dates, confirmed quantities) are stored in two separate schedule lines. In sales documents where delivery data is not relevant, for example, contracts, credit and debit memo requests, the system does not create any schedule lines.
Data recorded in the schedule lines includes the: Schedule line quantity Delivery date Confirmed quantity
Origin of data: Data from master records: When you create a sales document without referring to a preceding document, the system copies the following data from the master records:
Data about the sold-to party and other partners (for example, ship-to party or payer) from the customer master records The data which is copied from Customer master : Business Partner Pricing Tax Determination Delivery Scheduling Payment terms
Item data from the material master record : The system copies data from the material master record and copies it into the individual items. This includes data about weights, delivery priorities, The data which is copied from Customer master : Pricing Tax determination Weight/volume Availability check Delivery Scheduling Shipping Controls Plant
Data from any relevant customer-material information records : You can determine customer- specific data for the materials in a customer-material information record. For example, you can define the material number and the customer's description for the material as well as specific shipping data, such as delivery priority, and partial delivery specifications.
Data from the system : Some data in the sales document consists of a combination of different factors, such as customer and material, and cannot therefore be copied directly from the customer or material master records to the document. Instead, the system has to determine the data separately for the different factors at different times. For example, when you configure your system for Sales and Distribution, you can save the data for different routes separately from the master data, dependent on the location of the delivery plant and the ship-to party. As long as the necessary data has been saved, the system can then determine the route automatically during sales order processing. The following data can also be defined in advance to be determined during processing: Prices, discounts and surcharges Data for delivery scheduling Shipping point
Data from the preceding documents : If you create a sales document with reference to a preceding document, the system copies nearly all the data from the preceding document. The data in the preceding document originally comes from the customer and material master records. Because the data is copied from the preceding documents into the sales document, any changes that have been made to the master data records since the preceding document was created are not included in the sales document. If, when you create with reference, you add another item to the document that was not in the preceding document, the system determines the data for it from the master records, such as the material master or info record.
How Sales Documents are Controlled : sales document type item category schedule line category
Sales Doc Types :
Type of processing Sales document type Abbreviation Presales Inquiry IN
Quotation QT
Free-of-charge delivery FD Sales orders Standard sales order OR
Cash sale BV
Rush order SO Outline agreements Quantity contract CQ
Functions of Sales Document Type in SAP SD Process:
Should the existing customer-material info record be taken into consideration? Should the delivery date be proposed? Must a customer number be entered when creating a document? For example, assortment modules can be entered without reference to a particular customer. Which order probability is defined? Should the division be taken from the material master record for every item or should an alternative division specified in the header take precedence over the item specifications? How should the system respond if the division entered in the header deviates from the division in the items? Should a credit limit check be made? From which number range should the document number for internal or external number assignment come? Which fields are relevant for the incompletion log? The validity period, for example, is important for contracts and must therefore be specified in the document. Can an incomplete document be saved or must all data be complete? Which partner functions are allowed and which ones are mandatory? Shipping data Which delivery type should the delivery resulting from the order have? Should delivery scheduling be carried out? Should transportation scheduling be carried out? Should a delivery block be set automatically for a specific reason? For example, a delivery block may be appropriate for a free-of-charge delivery. You can define shipping conditions for a sales document type. These are copied into the document regardless of what is defined in the customer master record. Billing data the invoice resulting from the order or the delivery have? Should a billing block be set automatically for a specific reason? For example, a billing block may be appropriate if a credit memo request should first be checked before it is used as the basis for a credit memo.
Item Category Type : Item categories are defined to provide additional control functions for the sales documents and thus meet the demands resulting from different business transactions. A separate control is defined for each of these item categories. For example, the functions of a standard item are completely different from those of a free-of-charge item or a text item. Eg :In a sales order we have one standard material and one free of charge material, for standard material the pricing is applicable but for the free of charge material the pricing is not required , this kind of functionalities can be controlled at item category level. Type of processing Sales document type Abbreviation Item category type Abbreviation Presales Inquiry IN Inquiry Item AFN
Quotation QT Standard Item AGN
Free-of-charge delivery FD Free of Charge Item KLN Sales orders Standard sales order OR Standard Item TAN
Cash sale BV Cash Sales BVN
Rush order SO Standard Item TAN Outline agreements Quantity contract CQ Qty Contract Item KMN
Functions of Item Category Type in SAP SD Process:
General data Should pricing be carried out for the item? When should an item be regarded as completed? A quotation item, for example, can only be regarded as completed if the entire quantity has been copied into a sales order. Does the item refer to a material or is it a text item? Are schedule lines allowed for the item? May general business data, for example, the terms of payment at item level, deviate from those at header level? Should a system message appear if the item cannot be fully delivered? Which fields are relevant for the incompletion log? Which partner functions are allowed at the item level and which are mandatory? Which output (for example, an order confirmation) is allowed for the business transaction and which output determination procedure is used?
Shipping data Is the item relevant for delivery? Should the weight and the volume of an item be determined?
Billing data Is an item relevant for billing? Should the cost of the item be determined? Is it a statistical item? The system prices statistical items, but they are not added to the value of the order. In other words, the customer is not charged for them. Should a billing block be set automatically for an item? For example, this may be important for items whose prices have to be clarified before billing. Is it a returns item? Determining the Item Category The item category in the sales document depends on the sales document type and the material. An item category group is defined in the material master record. For example, in the standard SAP System, the item category group NORM is defined for materials kept in stock and the group DIEN for services and non-stock material. Determining the Item Category for Sub-Items Services and free goods can be entered as separate items or can be allocated to other items. An item which is allocated to another one is called a sub-item. Determining the item category for sub-items depends on the higher-level item. If a free goods item is allocated to a standard item in a standard order (item category TAN), the item category TANN is used for the sub-item in the standard version of the SAP System, and the sub-item is processed as a free-of-charge item.
Schedule Line Categories : The items in a sales document are divided into one or more schedule lines. These schedule lines differ from each other with respect to date and quantity. Different control elements are also defined for the schedule lines. For example, for some schedule lines, material requirements planning is not carried out; for other schedule lines, it is carried out. Also goods receipt, not goods issue, is posted for a schedule line defined in a returns document.
Abbreviation Schedule Line Category AT Inquiry sched.line BN No MRP CN No mat.planning BP MRP CP MRP BT No inventory mgmt CT No inv.mgmt/no GdsI CX No inventory mgmt BV Consumption MRP CV Consumption MRP DN Returns NN Replenishmnt w/o MRP Schedule Line Category Control The various schedule line categories are controlled in different ways: The schedule line AT in inquiries is used only for information. No requirements are transferred and no availability check is carried out for the schedule lines BN and CN. Requirements are transferred and the availability of the material is checked for the schedule lines BP and CP. No stocks are managed for the schedule line categories BT, CT and CX. No goods issue is posted for the categories BT and CT. However, goods issue is posted for CX. The schedule line categories BV and CV are controlled in the same manner as the categories BN and CN. However, requirements can be passed on for analysis purposes. Goods receipt is posted for the schedule line DN in a returns document. The schedule line categories CN, CP, CT, and CV are relevant for delivery; the other schedule line categories are not.
Functions of Schedule line Category Type in SAP SD Process:
General data Which fields are relevant for the incompletion log? Should a customer requirement be reported to purchasing or production? Should an availability check be carried out? Is it a schedule line for a returns document? Shipping data Is the schedule line relevant for delivery? Should a delivery block be set automatically for the schedule line? A delivery block is appropriate for free of charge deliveries. Determining the Schedule Line Category The schedule line category depends on the item category of the corresponding item and the material requirements planning type (MRP) of the material. The MRP type of a material is specified in the material master record. Schedule line categories are proposed automatically based on values set in the appropriate table. You can make some manual changes to the entries in the sales document but you cannot change everything. When you enter another schedule line category, the system checks whether this category is allowed. For information on which schedule line categories are allowed in each case, see your system administrator.