Module 13: Setup Customers & Prices
13.1 Create Sales views for Finished Products
Note: You will create four sets of views in total—two products with two distribution
channels each
To add the sales views, follow the menu path:
Logistics Sales and distribution Master Data Products Material Other
Material Create
Which will produce the following screen:
Enter ##F100 for material, select
Retail for industry sector,
Finished products for Material
Type, then click on the enter icon
Enter the information shown above, then click on the enter icon (
window will appear:
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) and the Select Views
Module 13: Setup Customers & Prices
Use the Deselect All icon (
) to
clear the selections, then select:
Sales: Sales Org. Data 1
Sales: Sales Org. Data 2
Sales: General/Plant Data
Then click
,
then click enter (
)
Select the three sales views as shown above, save them as the defaults, then click on the enter
icon (
) to get the organizational levels pop-up window:
Enter ##PT for plant, ##FS for Sales Org. and
DI for Distr. Channel, then click click
, then click enter (
)
Enter the values shown above, save them as the defaults, then click on the enter icon (
the following screen:
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) to get
Module 13: Setup Customers & Prices
Enter 0 (zero) for the first two
categories shown, then scroll to enter
0 (zero) for the City Sales Tax
Then click on the
Sales: sales org. 2 tab
Enter zero for all three tax categories as shown above, then click on the Sales: sales org. 2 tab:
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Module 13: Setup Customers & Prices
Enter 1 for Matl statistics grp, then
click on the Sales: general/plant tab
Enter 1 for Matl statistics grp, then click on the Sales: general/plant tab:
Enter 0001 for Trans. Grp and
FORK for LoadingGrp, then click
on the save icon
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Module 13: Setup Customers & Prices
Enter 0001 for Trans. Grp. (used for route determination) and FORK for LoadingGrp, then click
on the save icon ( ). You will get a message like the following:
Repeat this process for:
##F100 and the WH distribution channel
##F110 and the DI distribution channel
##F110 and the WH distribution channel
13.2 Create Customers
We created business partners (Vendors) in Module 4 in both the FI and MM modules. When we
wanted to enter the FI and MM information at one time, we created the vendors centrally. In the
SD module, it is possible to create the SD, MM and FI views for a customer at one time, but
because the SD module was programmed by a different set of programmers, the method is called
Complete in SD. Follow the menu path:
Logistics Sales and distribution Master data Business Partner Customer
Create Complete
This will product the following screen:
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Module 13: Setup Customers & Prices
Select Sold-to party for Account Group,
Enter:
##FS for Company code
##FS for Sales Organization
DI for Distribution Channel
SB for Division
Then click on the enter icon
Enter the information shown above, then click on the enter icon (
following screen:
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): This will produce the
Module 13: Setup Customers & Prices
Enter the name and address
information (listed below) then
click on the More fields icon
Title:
Name:
Search Term:
City:
Postal Code:
Country:
Region:
Transportation zone
Company
## West Hills Athletic Club
##
Kalamazoo
49008
US
MI
Region East (0000000001)
After entering the information above and clicking on the More fields icon (
screen will appear:
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), the following
Module 13: Setup Customers & Prices
Enter MI0000000 for Tax Jurisdictn,
then click on Company Code Data
After entering the Tax Jurisdiction and clicking on Company Code Data, the following screen
will appear:
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Module 13: Setup Customers & Prices
Enter 110000 for Recon. account and 001 for Sort
key, then click on the Payment Transactions tab
Enter the reconciliation account and sort key as shown above, then click on the Payment
Transactions tab:
Enter 0001 for Terms of payment,
then click on Sales Area Data
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Module 13: Setup Customers & Prices
Enter the terms of payment, then click on Sales Area Data:
Enter the following data:
Sales district: 000001
Sales Office: 00S
Sales Group: SW
Currency: USD
Cust.pric.proc.: 1
Cust.Stats.Grp: 1
Then click on the shipping tab
Enter the data as shown above, then click on the Shipping tab:
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Module 13: Setup Customers & Prices
Enter the following data:
Delivery Priority: 02
Shipping Conditions: 01
Delivering Plant: 00PT
Max. partial deliveries: 9
Order Combination: Checked
Then click on the Billing document tab
Enter the data shown above, then click on the Billing document tab:
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Module 13: Setup Customers & Prices
Enter the following data:
Incoterms: FOB Receiving dock
Terms of payment: 0001
Acct assgmt group: 01
Tax classification: 0 (for all 3 categories)
Then click on save
Enter the data shown above, then click on the save icon (
) to save the new customer.
Repeat this process to create the following two customers:
Customer and Address
## Houghton Health Club
550 Montezuma Ave.
Houghton MI 49931
## Meijer, Inc.
2929 Walker Ave. NW
Grand Rapids, MI 49544
Dist. Ch.
DI
WH
Sales Office
##N
##S
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Sales Group
NW
SW
Module 13: Setup Customers & Prices
13.3 Assign Sales Areas to Pricing Procedure
In this step we link our sales area to an existing pricing procedure. The RVAJUS pricing
procedure is the standard USA pricing procedure with jurisdiction code. To do this, follow the
menu path:
Sales and Distribution Basic Functions Pricing Pricing Control Define and
Assign Pricing Procedures
which will produce the following screen:
Double-click on Define Pricing Procedure Determination
After selecting Define Pricing Procedure Determination the following screen will appear:
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Module 13: Setup Customers & Prices
Click on New Entries
Click on New Entries and the following screen will appear:
Enter the data as shown in the table below
Sorg
DChl
Dv
DoPr
CuPP
PriPr
##FS
DI
SB
A
1
RVAJUS
##FS
WH
SB
A
1
RVAJUS
After entering the data from the table above, click on the save icon (
( ) to return to the SAP Easy Access screen.
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), then use the exit icon
Module 13: Setup Customers & Prices
13.4 Create material prices
This step creates the default material prices without any considerations or discounts. Prices are
defined by Sales Organization and Distribution Channel. To enter the prices for the snack bars,
from the SAP Easy Access screen follow the menu path:
Logistics Sales and distribution Master data Conditions Select Using
Condition Type Create
which will produce the following screen:
Enter PR00 (P R zero zero) for
conditions type, then click on enter
Enter condition type PR00, then click on the enter icon (
pop-up window:
), which will produce the following
Select Material with release status, then click enter
After selecting Material with release status and click on the enter icon (
screen will appear:
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), the following
Module 13: Setup Customers & Prices
Enter ##FS for Sales Organization and DI for
Distribution Channel, then enter the DI prices
for ##F100 and ##F110, then click save
After entering the following material prices:
Material
##F100 (NRG-A)
##F110 (NRG-B)
Click on the save icon ( ).
Amount
$240.00
$295.00
Repeat the process for the wholesale (WH) material prices for the snack bars using the following
table:
Material
##F100 (NRG-A)
##F110 (NRG-B)
WH Rate
$230.00
$280.00
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Module 13: Setup Customers & Prices
13.5 Create customer discount
In this exercise, a discount will be given to West Hills Athletic Club if the order more than
$1,000 of a particular snack bar. To do this, follow the menu path:
Logistics Sales and Distribution Master Data Conditions Select Using
Condition Type Create
which will produce the following screen:
Enter condition type K007 (K zero zero seven),
then click on enter
After entering condition type K007, then click on the enter icon (
will appear:
) and the following screen
Enter ##FS for Sales Organization
and DI for Distribution Channel,
then click on the search icon in the
customer field
The customer search icon will produce the following pop-up window:
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Module 13: Setup Customers & Prices
Enter ## in the Search term field of the
Customers (general) tab, then click enter
The customer search will produce the following results screen:
Double-click on West Hills Athletic Club to select it
After selecting West Hills Athletic Club, make the following entry:
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Module 13: Setup Customers & Prices
Enter 5 for amount, then
click on the enter icon
Enter 5 for amount, then click on the enter icon (
):
Select the line, then click on the scales icon
Select the line item, then click on the scales
button to give the customer a discount of 5% for
orders over en $1000 and 10% for orders larger than $1500:
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Module 13: Setup Customers & Prices
Enter 1000 for the scale value of 5%, then enter a
scale value of 1500 with an amount of 10
Make the entries shown above, then click on the save icon ( ) to save the discount for West
Hills. Use the exit icon ( ) to return to the SAP Easy Access screen.
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Module 13: Setup Customers & Prices
13.6 Shipping Point determination
The Shipping Point is determined by SAP in this table. It looks at:
1. 'Plant' from the (1) Customer Ship-to Master or the (2) Material Master
2. 'Shipping Conditions' from the Customer Master
3. 'Loading Group' from the Material Master
To configure shipping point determination, follow the menu path:
Logistics Execution Shipping Basic Shipping FunctionsShipping Point and
Goods Receiving Point DeterminationAssign Shipping Points
which will produce the following screen:
Click on New Entries
After clicking on New Entries, make the following entries:
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Module 13: Setup Customers & Prices
SC (Shipping condition):
01 (Standard)
01 (Standard)
LGrp (Loading group):
FORK (Forklift)
CART (Handcart)
Plnt (Plant):
##PT
##PT
PrShP (Proposed Shipping point):
##SP
##SP
Click on the save icon (
Guide.
), then use the exit icon (
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) to return to the SAP Implementation
Module 13: Setup Customers & Prices
13.7 Create revenue account assignment key
The link between the Sales Organization, Account assignment key, and the appropriate G/L
account to be affected for transactions is configured as follows:
Sales and Distribution Basic Functions Account Assignment/Costing Revenue
Account Determination Assign G/L accounts
which will produce the following screen:
Double-click on 2 Cust.Grp/Account Key
After selecting Cust.Grp/Account Key the following screen will appear:
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Module 13: Setup Customers & Prices
Click on New Entries
Clicking on New Entries will produce the following screen:
Make the entries according to
the table below, then click save
A.
V
V
Cnd…
KOFI
KOFI
Click on the save icon (
C…
CHFS
CHFS
SO…
##FS
##FS
A..
01
01
), then use the exit icon (
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Act….
ERL
ERS
G/L Account
600000
610000
) to return to the SAP Easy Access screen.