Category: SAP SD

SAP SD – Maintain Transportation Planning Point in SAP

How to maintain transportation planning point in SAP

In this SAP tutorial, you will learn how to maintain transportation planning point in SAP step by step using transaction code and IMG menu path.

Transportation planning point is an organisational unit that manages and control all activities of transportation. The particular shipment documents are assigned to the related transportation planning points.

Configuration Steps

You can create transportation planning point in SAP using one of the following navigation method.

> Transaction Code : OVXT

> SAP IMG Path : SPRO > SAP Reference IMG > Enterprise Structure > Definition > Logistics > Maintain Transportation Planning Point.

Step 1 : – Execute transaction code OVXT in the SAP command field as shown below Image.

Maintain Transportation Planning Plant in SAP tcode

Step 2 : From change view “Transportation Planning Points” overview screen, click on new entries button to create a new transportation planning point in SAP as requirements of an organization.

Transportation Planning Point new entries

Step 3 : – On new entries transportation planning points screen, update the following details to maintain the new transportation planning points in SAP.

  • TPPt : – Enter the four digits key that defines as transportation planning point in SAP system.
  • Description : Update the descriptive text of an planning point.
  • CoCd : – Update the company code for assignment.

New Transportation Planning Point in SAP

Now click on address icon, and update the address details of transportation planning point.

Transportation Planning Point address details

After updating all the required details, click on save button and save the configured details in SAP.

Successfully we have maintained transportation planning points in SAP.

How to Maintain Loading Point in SAP SD

In this SAP Sd tutorial, you will learn how to maintain loading point in SAP step by step using transaction code or menu path.

Maintain Loading Point in SAP SD

In SAP system, you can divide shipping point into multiple loading points as per requirements of an organisation. Loading Point is a sub division of shipping point.

Configuration steps

You can create loading points in SAP by using the following navigation method.

SAP IMG Path : SPRO >> SAP Reference IMG > Enterprise Structure > Definition > Logistics Execution > Maintain Loading Point.

Step 1 : – Execute transaction code “SPRO” in command field and press enter to continue.

SAP Transaction Code SPRO

Step 2 : From Customizing : Execute Project screen, click on “SAP Reference IMG

SAP Reference IMG - Execute Project

Step 3 : Follow the Navigation menu path: Enterprise Structure – Definition – Logistics Execution, and click on IMG activity “Maintain Loading Point”.

Maintain Loading Points IMG Menu Path

Step 4 : A dialog box – determine work area : entry screen appears asking you to update the shipping point. Update the shipping point key for which you want to maintain loading points in SAP. After updating the details press enter to continue.

determine work area shipping point

Step 5 : On change view loading points overview screen, click on new entries button to create new loading point in SAP.

Loading point new entries in SAP

Step 6 : On new entries loading point screen, update the following details.

  • Loading Point : Update the two digits key that defines as loading point in SAP system.
  • Responsibility : Update the responsible person Id for charging of loading point.
  • Description : Update the descriptive text of loading point.

Maintain Loading Point in SAP

After maintaining the required details for loading point configuration, click on save button and save the configured details.

Successfully we have maintained loading point in SAP system.

SAP SD Training Tutorial – Learn Sales & Distribution Module

SAP SD Training – Sales &  Distribution Tutorial

SAP SD Tutorial – Free SAP Sales & Distribution (SAP SD) module training tutorials for beginning learners. Learn how to implement and configure SAP sales and distribution (SD) module step by step with real time project scenarios and issues. This SAP SD training tutorials are specially designed for all beginners and professional learners.

SAP SD stands for Sales and Distribution, it is one of the core module of logistics that deals with various business process to fulfill the customer orders starting from receiving the order of a product till the product is delivered to the customer. The main advantages of SAP R/3 is its integration with internal and external modules. SAP SD module can be integrate with other modules of SAP Financial Accounting, Controlling, SAP Material Management, Production Planning (PP) and so in.

SAP SD Enterprise Structure

An enterprise structure of an organization is divided into various small functional units for smooth functioning of business process. The organizational units when grouped together, form the structure of an organization. The important organizations units of SAP SD module are

  1. Sales Organization
  2. Distribution Channel
  3. Division
  4. Sales Group
  5. Sales Office
  6. Sales Area

SAP SD Tutorial - SAP SD organization structure

Sales Organization:Sales Organization is the highest level organizational unit in in Sales and distribution module, which is responsible for all the activities of sales and services that happens in the company.

Distribution channel: – The process of selling or distributing the goods and services to the customers is known as distribution channel.

Division: – Division is a range of product or product-line.

Sales Office: – Sales Office is a location of an organizational unit where the group of people work together and perform the sales.

Sales Group: – Sales Group is a group of people working within a sales office for difference activities.

Sales Area: – Sales area plays an important role in SAP SD, whenever you process sales it should be rotated through the particular sales area. It is a combination of Sales organization + Division + Distribution.

Features of SAP SD Module

The important features of SAP SD module are

Price and Taxation: – It evaluates the price of a goods and services under various condition types such as rebate or discount granted to a customer.

Availability Check: – Check the availability of a product in the warehouse of an organization.

Credit Management: – It is process of managing the credit limits of the customers, credit management can be figured in two ways i.e. simple credit check and automatic credit check.

Billing & Invoice: – Generate bills or invoice after a sales order for a product or services are placed.

Material Determination: – Enable to determine the details of materials on the basis of a specific condition type

Account Determination: – Helps to determine the details of customers on the basis of a specific condition type.

What you learn in this SAP SD tutorials

  • Basic concepts of SAP sales & distribution module.
  • Implementation of SD module and integration with other SAP modules.
  • SD interview questions for Job.
  • SD Certification Guide.
  • Real time SAP SD project issues and scenarios with examples.

SAP SD Course Syllabus

Refer below SAP SD tutorials as per syllabus and learn SD module step by step with screen shots, examples and scenarios.

SAP SD – Enterprise Structure

  1. Define Company Code
  2. Assign company code to company
  3. Define sales organization
  4. Assign sales organization to company code
  5. Define division
  6. Define Plant in SAP
  7. Assign division to sales organization
  8. Define distribution channel
  9. Assign distribution channel to sales organization
  10. Define sales office in SD
  11. Assign sales office to sales area
  12. Define sales group
  13. Assign sales group to sales office
  14. Define shipping point in SD
  15. Maintain Storage Location in SAP
  16. Assign shipping point to plant.
  17. Maintain Loading Point
  18. Maintain Transportation planning point

SAP SD – Customer Master Data

  1. How to define customer account groups in SAP
  2. Define number ranges for customer account groups
  3. Assign number ranges to customer account groups
  4. Define tolerance group for customers
  5. Define sundry debtor account
  6. Setup partner determination procedure
  7. Create customer master record in SAP.

SAP SD – Sales Documents

  1. Define sales order reasons
  2. Define purchase order types
  3. Define item categories in SAP
  4. Assign item categories
  5. Define item category groups
  6. Define schedule line categories
  7. Assign schedule line categories
  8. Define sales document type

SAP SD – Pricing

  1. An overview of pricing procedure
  2. Define condition tables
  3. Define access sequences
  4. Create condition types
  5. Define pricing procedure
  6. Define pricing procedure determination

Credit Management

  1. Define credit control area
  2. Assign company code to credit control area
  3. Assign sales area to credit control area
  4. Define risk categories
  5. Define credit groups
  6. Credit limit check for order types/ delivery types
  7. Maintain credit limits for customers.

Continue to read and download SAP SD tutorial for free.

How to Maintain Credit Limit for Customers in SAP

Learn how to maintain credit limit for customers, master data for customer credit management in SAP.

Maintain Credit limit for customers in SAP

In this activity, you specify the customers for whom the credit limits are to be maintained and specify credit control area of the customers.

Navigation

SAP R/3 Role Menu Master data for customer credit management
Transaction Code FD32
SAP PathSAP Menu => Logistics => Sales and Distribution => Credit Management => Master Data =>FD32-Change.

Set credit limit for customer in SAP – Configuration steps

Step 1 : – Execute Tcode “FD32” from SAP easy access screen.

credit limit for customers tcode

Step 2 : – From the screen, customer credit management change initial screen, enter all the required details customer number, credit control area and choose all fields of address, central data, status and payment history.

Step 3 : – Choose next screen option (Shift+F1) to go for the next screen of customer credit management screen. From the customer credit management change status screen, update the following details.

  • Credit Limit : – Specify the credit limit for customers, the amount you in this field enables the maximum credit limit allowed for customer.
  • Risk Category : – Specify the risk category of the customer.
  • Last interval review : – Specify the date on which customer credit units are last reviewed
  • Next Interval review : – Specify the date on which credit limits for customers are going to be review.

maintain credit limit for Customers in SAP

Payment history : –

On customer credit management : payment history screen, the system displays the payment history of customer. You can check all the payment history details in this screen. However we have not done any payment with this customers, so system displays as blank payment details.

credit limit for Customer SAP payment history

Central Data

From the menu > Goto => Generaldata => Central data.

  • Total Amount : – Enter the amount that specifies the overall credit limit the customer may receives in all the credit control area.
  • Individual Limit: – Enter the amount that specifies the maximum credit limit the customer may receives within a credit control area.

customer credit management central data SAP

Click on save button and save the details.

Successfully we have maintained credit limit for customers in SAP.

Create Customer Master Record in SAP (Customer Master Data)

What is customer master record in SAP?

Definition – Both financial accounting module (SAP FI) and sales & distribution module (SAP SD) uses customer master record in SAP. The customer master database contains the information about the customers and this information is stored in  individual customer master records in SAP. For each customer we have to specify a number and maintain corresponding details of customer.

The data in customer master records enables to control how the transactions data is to be posted and processed for a customer. Master records are divided into the following areas.

  • General data
  • Company code data
  • Sales area data

During sales transactions, the SAP system automatically determines the details of customer from the customer master record.

How to create customer master data in SAP

Customer master data in SAP can be created using menu path or transaction code XD03.

Navigation

SAP R/3 Role MenuCreate customer master record
Transaction CodeVD01, XD01
SAP menu pathSAP Menu => Logistics =>Sales & Distribution => Master data => Business partner => Customer => Create => VD01 – Sales and Distribution
  • Transaction code VD01 create general and sales & distribution views of customer master data. IF you create customer master data using tcode VD01, than it can only be used in SD
  • Transaction code XD01 creates general and centeral customer master views of the customer master data. It can be used in SD as well as in Finance.

Configuration Steps

Step 1: – Execute tcode “VD01” on SAP easy access screen.

customer master data tcode SAP

Step 2 : – The initial screen of customer create appears, update the following details.

Account group : – It controls view and fields, specify the customer account group key.

Customer : – You can keep this field as blank, so the system automatically generates the customer number on basis of customer number range interval.

Company Code : – Update the company code with which customer executes business transactions.

Sales Org : – Specify the sales organization code with which the customer executed the sales transactions.

Dist_Channel : – Specify the distribution channel code with which the customer executes the sales transactions.

Division : – Update the division code with which the customer executes the sales transactions.

initial screen create customer master data SAP

 

Note : – If you get an error as sales area is not defined for customers, define sales area with the combination of sales organization, distribution channel and division.

Step 3 : – On create customer: general data screen, update the following details.

Address : – Update customer title, name of customer, address details and communication details like mail id, telephone number, fax number, etc.

customer master record address details

Marketing : – Update the required details of customer like customer classification, industry type, etc.

SAP Customer master record marketing

Unloading Points : – Specifies the location at which the goods are to be unloaded for the customer.

create customer master data unloading

 

Step 4 : – Click on sales area data and update the following details.

Sales : – Under this sales area, update the required details of sales order, Price group, customer price procedure, customer hierarchy, etc.

customer sales area data SAP

Shipping : – Under shipping update delivery priority, shipping conditions, delivery plant, etc.

customer sales area data shipping SAP

After updating all the details for customer master data, click on save button and save the details. Now you get a successful message as

Customer Master Record created in SAP

Successfully we have created Customer Master Record in SAP.

Setup Partner Determination Procedure in SAP SD

In this tutorial, you will learn how to define partner functions and setup partner determination procedure in SAP SD step by step using Tcode VOPAN.

How to setup partner determination procedure in SAP

In order to get the required partner functions into customer master data, we have to define partner determination procedure in SAP SD.

Navigation

SAP R/3 Role MenuSetup partner determination
Transaction CodeVOPAN
SAP Menu PathSPRO => Sales and Distribution(SD) => Basic functions => Partner determination => Setup partner determination.

Partner determination procedure configuration steps

Step 1 : – Execute tocde “VOPAN” in the SAP command field.

Setup partner determination tcode

Step 2 : – On maintain partner determination screen, choose partner object customer master and click on change button.

maintain partner determination SAP

Step 3 : – Define partner functions

For each partner function you have to specify a corresponding partner type which controls the functionality of partner. For a partner function, if the partner type is “KU” it becomes customer and if partner type is “IS” it becomes vendor. For a partner function if we check the fields unique, than we can have only partner of that function within a customer master. “SP” is always unique.

From partner determination procedures overview screen, click on new entries to create new partner determination procedure entries as per the requirements of client.

partner determination procedures new entries sap

Under dialog structure, choose partner functions option.

partner functions SAP

From change view partner functions overview screen, click on new entries button to define the new partner functions in SAP.

partner functions new entries SAP

On new entries partner functions screen, enter the following details.

  • Partner : – Enter the key that defines as partner function in SAP
  • Name : – Description name of partner functions in SAP
  • Partner type : – Update the partner type key from the list, KU represents as customer.
  • Error : – It automatically updates by the system, when you press enter from keyboard.

define partner functions SAP

Click on save button and save the configured partner functions in SAP.

Step 4 : – Assign partner function to account group

Choose Account groups -Function assignment and click on new entries button as shown below image.

Account groups functions assignment SAP

From new entries account group function assignment screen, enter the following details.

  • Partner function : – Enter the partner function key “TC” in the field.
  • Account Grp : – Enter the account group key for assignment of partner functions to the required customer account group.

Assign partner function account group SAP

Click on save button and save the details.

Step 5 : – Define partner determination procedure

Under dialog structure, choose the partner determination procedure and click on new entries button for creation of new partner determination procedure in SAP SD module.

define partner determination procedure in SAP

On new entries partner determination procedures screen, update the following details.

  • Part.Det.Proc : – Update four digits key that identifies as partner determination procedures in SAP.
  • Name : – Enter the description of partner determination procedure key.

create partner determination procedures in SAP

Click on save button and save the configured details.

Step 6 : – Partner functions in Procedure

Choose defined partner determination procedure key and double click on partner functions in procedure.

partner function in procedures SAP

On change view partner functions in procedure overview screen, choose new entries button for assignment of partner functions to partner determination procedure.

partner functions in procedures new entries SAP

On new entries assignment screen, assign the partner functions for partner determination procedure key and choose the check box for not modifiable, mandatory function if required.

Setup Partner Determination Procedure in SAP SD

After maintaining all the required details, choose save button and save the details.

Successfully we have created partner functions and partner determination procedures in SAP.

How to Create Sales Document Type in SAP SD

Define Sales Document Type in SAP

Learn what is sales document type in SAP and how to create sales document types in SAP using tcode VOV8 with the function copy as and new entries.

SAP R/3 Role MenuDocument type maintenance
Transaction codeVOV8
SAP IMG PathSPRO => Sales & Distribution => Sales => Sales Documents => Sales Document header => Define sales document type.

 

Step 1 : – Execute tcode “VoV8” from the SAP easy access screen.

define sales document type Tcode VOV8

Step 2 : – From change view “Maintain sales order types” overview screen, a list defined document types displays with detailed description. Click on new entries option to create new sales document types in SAP.

Maintain sales order types SAP

Step 3 : – On new entries document type screen, update the following details.

Sales document type : – Enter four digits key that defines as sales document type in SAP system.

Description : – Update the descriptive text of document type.

Create Sales Document Type in SAP

After updating all the required for sales document type, click on save button and save the configured details in SAP.

Successfully we have defined sales document type in SAP SD module by using copy option.

Lets create sales document types by using new entries option.

From change view maintain sales order types overview screen, choose new entries button for creation of new sales document types with our own customized settings.

sales document types SAP new entries

From new entries sales document type screen, update the following details.

Sales document type : – Enter 4 digits that defines as sales document type in SAP system, and update the description in the given text field.

Number system : – Assign number range for interval assignment and external assignment, and update increment of item number.

General Control : – Update required fields of check credit limit, credit group, output application and other required details as per requirements of project.

Transaction flow : – Update the required fields of screen sequence group, transaction group, document price procedure, display range, quotation message and other required details.

 

sales document type in SAP

Shipping : – Update the details of delivery type, shipment cost information profile.

Billing : – Under billing you need to update billing type for delivery related billing document, ordered related billing type, Condition type line items, payment guarantee procedure and other required fields.

define sales document type in SAP SD

Contract : – Under contract update billing request and check partner authorization.

Availability check : – Update business transaction details.

define sales document types in SAP

After maintaining all the required details, click on save button and save the configured sales document type in SAP.

Assign Sales Documents and Delivery Documents in SAP

In this SAP SD Tutorial, you will learn how assign sales documents and delivery documents in SAP using navigation menu path and transaction code OVAK & OVAD.

Purpose of Configuration

After defining credit groups in SAP, you need to assign sales documents and delivery documents to a particular credit groups for checking the customer credit limits.

How to Assign Sales Documents and Delivery documents in SAP?

The link between sales document type and credit group is established through through the assignment of sales document to credit group, link between delivery documents and credit group is established through assigning delivery documents to credit groups in SAP.

Navigation

SAP R/3 Role MenuAssign sales documents & Delivery documents
Transaction CodeOVAK, OVAD
SAP IMG PathSPRO => IMG => Sales and distribution => Basic functions => Credit management and risk management => Credit management =>Assign sales documents and delivery documents => Credit limit check for order types/delivery types.

 

Step 1 : – Execute Tcode “SPRO” from SAP easy access screen.

SAP Reference IMG Tcode

Step 2 : – Choose display SAP reference IMG (F5).

Execute project - sap reference IMG

Step 3 :  – From display IMG screen, follow the navigation menu path and choose img activity SD -Basic functions -credit management and “Assign sales documents and delivery documents.

Assign sales documents and delivery documents SAP path

Step 4 : – A choose activity dialog box appears with the activities

  • Credit limit check for order types
  • Credit limit check for delivery types.

Credit limit check for order types and delivery types SAP

Assign Sales Documents

Step 5: – Double click on credit limit check for order types for assigning a credit group to the sales document type which is sales order type.

On change view sales document types – credit limit check overview screen, select the required sales document types and assign credit group key T1.

Assign sales documents SAP

Click on save button to save the details.

Assign Delivery Documents

Press F3 or click on back option, from choose activity screen, double click on credit limit check for delivery types.

Select the required delivery type and assign the corresponding credit groups respectively to block the delivery and goods issue.

Assign Delivery Documents in SAP

After assigning document types for credit limit check, click on save button and save the configured assignment details.