EHP3 for SAP ERP 6.0 December 2008 English Enterprise Structure (101) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices Enterprise Structure (101): Configuration Guide Copyright © Copyright 2008 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 2 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG Page 3 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Contents Enterprise Structure ......................................................................................................................... 6 1 Purpose .................................................................................................................................... 6 2 Prerequisites............................................................................................................................. 6 3 Configuration ............................................................................................................................ 6 3.1 Define Transportation Zones.......................................................................................... 6 3.2 Create Controlling Area .................................................................................................. 7 3.3 Create Credit Control Area ............................................................................................. 8 3.4 Create Company Code .................................................................................................. 8 3.5 Enter Global Parameters for Company Code ................................................................ 9 3.6 Check for Duplicate Invoices........................................................................................ 10 3.7 Configure Price Change in Previous Period/Year ........................................................ 10 3.8 Assign Company Code to Controlling Area ................................................................. 11 3.9 Assign Company Code to Credit Control Area ............................................................ 12 3.10 Create Personnel Area ................................................................................................. 12 3.11 Create Personnel Subareas ......................................................................................... 13 3.12 Define and Assign Sales Organization ........................................................................ 13 3.12.1 Define Sales Organization ....................................................................................... 13 3.12.2 Assign Sales Organization to Company Code ........................................................ 14 3.13 Define Distribution Channel ......................................................................................... 15 3.14 Assign Distribution Channel to Sales Organization ..................................................... 16 3.15 Create Divisions ........................................................................................................... 16 3.16 Assign Division to Sales Organization ......................................................................... 17 3.17 Set up Sales Area ........................................................................................................ 17 3.18 Define Common Distribution Channels ........................................................................ 18 3.19 Define Common Divisions ............................................................................................ 19 3.20 Create Purchasing Organization .................................................................................. 19 3.21 Assign Purchasing Organization to Company Code .................................................... 20 3.22 Define Valuation Area .................................................................................................. 20 3.23 Create Plant ................................................................................................................. 20 3.23.1 Define Plant ............................................................................................................. 20 3.23.2 Define Plant Parameters .......................................................................................... 21 3.23.3 Assign Plant to Company Code ............................................................................... 22 3.23.4 Assign Standard Purchasing Organization to Plant ................................................. 22 3.24 © SAP AG Assign Sales Organization - Distribution Channel - to Plant ........................................ 23 Page 4 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.25 Assign Purchasing Organization to Plant ..................................................................... 24 3.26 Define Shipping Points ................................................................................................. 24 3.27 Assign Shipping Point to Plant ..................................................................................... 25 3.28 Define Loading Groups ................................................................................................ 26 3.29 Define Transportation Groups ...................................................................................... 26 3.30 Define Shipping Conditions .......................................................................................... 27 3.31 Shipping Point Determination ...................................................................................... 27 3.32 Create Storage Location .............................................................................................. 29 3.33 Define Storage Conditions ........................................................................................... 29 3.34 Assign Picking Locations ............................................................................................. 30 3.35 Create Sales Office ...................................................................................................... 31 3.36 Assign Sales Office to Sales Area ............................................................................... 31 3.37 Maintain Sales Group ................................................................................................... 32 3.38 Assign Sales Group to Sales Office ............................................................................. 33 3.39 Maintain Transportation Planning Point ....................................................................... 33 3.40 Create Purchasing Group ............................................................................................ 34 © SAP AG Page 5 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Enterprise Structure 1 Purpose This configuration guide provides you with the information you need to set up the configuration of this building block manually. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the SAP Best Practices Quick Guide, located on SAP Note: 1175134. 2 Prerequisites Before you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix for Baseline. The matrix (an Excel file) is linked on the solution's DVD/website in one of the following two locations: Content Library Site Map 3 Configuration 3.1 Define Transportation Zones Use In this activity, you define transportation zones according to country and depending on your company's needs. Transportation zones represent delivery recipient (ship-to party) regions or delivery shipper (vendor) regions. Procedure 1. Access the activity using one of the following navigation options: Transaction code © SAP AG OVR1 Page 6 of 34 SAP Best Practices IMG path Enterprise Structure (101): Configuration Guide Alternative IMG paths: Sales and Distribution Basic Functions Routes Route Determination Define Transportation Zones OR Logistics Execution Shipping Basic Shipping Functions Routes Route Determination Define Transportation Zones OR Logistics Execution Transportation Basic Transportation Functions Routes Route Determination Define Transportation Zones 2. On the Change View ”Customers: Transportation Zones”: Overview screen, choose New Entries to enter: Ctry TranspZone Description CA 0000000001 Region East CA 0000000002 Region West CA CA00010000 Pacific N.W. CA CA00020000 Southwest CA CA00030000 Maritime CA CA00040000 Central CA CA00050000 Prairies CA CA00060000 Mountains 3. Choose Save. 3.2 Create Controlling Area Use In this step, you define your controlling area. The controlling area is an organizational unit in Accounting used to subdivide the business organization from a cost accounting standpoint. Procedure 1. Access the activity using one of the following navigation options: Transaction code OX06 IMG path Enterprise Structure Definition Controlling Maintain Controlling Area 2. On the Change View ”Basic data”: Overview screen, choose New Entries to enter the following data: Controlling Area © SAP AG Name CoCd->CO Area Currency Type Currency Chart of Accts FY Variant Page 7 of 34 SAP Best Practices 1000 Enterprise Structure (101): Configuration Guide Controlling area 1000 Crosscompanycode cost accounting 30 CAD 0010 K4 3. Choose Save. 3.3 Create Credit Control Area Use In this step, you define your credit control areas. 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. Procedure 3. Access the activity using one of the following navigation options: Transaction code OB45 IMG path Enterprise Structure Definition Financial Accounting Define Credit Control Area 4. On the Change View ”Credit Control Areas”: Overview screen, choose New Entries to enter the following data: Credit Control Area Description Currency Update FY Variant 1000 Credit control area 1000 CAD 000012 K4 4. Choose Save. 3.4 Create Company Code Use In this activity you create your company code. The company code is an organizational unit used in accounting. It is used to structure the business organization from a financial accounting perspective. If you would like to create several company codes, it’s recommended to create it as a copy of an existing company code. This has the advantage that you also copy the existing company codespecific parameters. If necessary, you can then change certain data in the relevant application. Procedure 1. Access the activity using one of the following navigation options: © SAP AG Page 8 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Transaction code OX02 IMG path Enterprise Structure Definition Financial Accounting Edit, Copy, Delete, Check Company Code 2. On the Choose Activity dialog box, choose Edit Company Code Data. 3. On the Change View ”Company Code”: Overview screen, choose New Entries to enter the following data. Company Code Company Name City Country Currency Language 1000 Company Code 1000 Toronto CA CAD EN 4. Choose Save. 5. Maintain the address data for your Company Code. 3.5 Enter Global Parameters for Company Code Use In this activity, you can make various global specifications for the company code. In addition, you can look at the most important specifications of the company code at any time in the overview. This includes, among other things, the chart of accounts and the fiscal year variant. Procedure 1. Access the activity using one of the following navigation options: Transaction code OBY6 IMG path Financial Accounting--> Financial Accounting Global Setting (New)--> Global Parameter for Company Code--> Enter Global Parameters 2. On the Change View ”Company Code Global Data”: Overview screen, switch the screen to Change mode, if necessary. 3. Select the line with Company Code 1000. 4. Choose Details. 5. On the Change View ”Company Code Global Data”: Details screen, enter the following data. Accounting organization Chart of accts 0010 Company Credit control area 1000 Fiscal Year Variant K4 Processing parameters Document entry screen variant © SAP AG 2 Page 9 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Field status variant 0010 Pstng period variant 0010 Max. Exchange rate deviation 10 Workflow variant 0001 CoCd->CO Area 2 Negative postings X Cash Management activated X 6. Choose Save. 3.6 Check for Duplicate Invoices Use In this step, you specify for each company code that the system is to check for duplicate invoices when invoices are entered. This check prevents incoming invoices being accidentally entered and paid more than once. Procedure 1. Access the activity using one of the following navigation options: Transaction code SM30 with Customizing Object V_169P_DC IMG path Materials Management Logistics Invoice Verification Incoming Invoice Set Check for Duplicate Invoices 2. On the Change View ”Duplicate Invoice Check”: Overview screen, switch the screen to Change mode, if necessary. 3. Select the line with CoCd (Company Code) 1000. 4. Choose Details. 5. On the Change View ”Company Code Global Data”: Details screen, enter the following data: CoCd Name Check co. code Check reference Check inv. date 1000 Company Code 1000 X X X 6. Choose Save. 3.7 Configure Price Change in Previous Period/Year Use In this IMG activity, you configure price changes in the previous period or year. Within the framework of inflation accounting in Materials Management (MM), the system can post the replacement cost resulting from replacement cost valuation (Market Price Determination or Inflation Index Adjustment) as a price change in Financial Accounting (FI). You make the system © SAP AG Page 10 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide settings in this IMG activity if you want a price change that was posted in the previous period to be carried forward to the current period. Procedure 1. Access the activity using one of the following navigation options: Transaction code OMRN IMG path Material Management-> Valuation and account assignment-> balance sheet valuation procedure-> set up replacement cost valuation (inflation)> Price Changes-> Configure Price Change in Previous Period/Previous Year 2. On the Change View ”Price Change in Previous Period, not in Current Period”: Overview screen, switch the screen to Change mode, if necessary. 3. Select the line with CoCd (Company Code) 1000. 4. Enter the following data: CoCd Price carr. over 1000 [check box empty] 5. Choose Save. 3.8 Assign Company Code to Controlling Area Use In this step you assign the company codes for which you want to carry out common cost controlling to a controlling area. You may carry out cross-company code cost accounting only by explicitly assigning the company codes to a controlling area. Procedure 1. Access the activity using one of the following navigation options: Transaction code OX19 IMG path Enterprise Structure Assignment Controlling Assign company code to controlling area 2. On the Change View ”Basic data”: Overview screen, select the line with COAr (controlling area) set to 1000. 3. Double-click the folder Assignment of company code(s). 4. Enter the following data: CoCd Company name 1000 Company Code 1000 5. Choose Save. © SAP AG Page 11 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.9 Assign Company Code to Credit Control Area Use In this step, you assign company codes to a credit control area. Procedure 1. Access the activity using one of the following navigation options: Transaction code OB38 IMG path Enterprise Structure Assignment Financial Accounting Assign company code to credit control area 2. On the Change View ”Assign company code -> credit control area”: Overview screen, find the lines with CoCd (Company Code) set to 1000. 3. Enter the following data: CoCd Company Name City CCAr Overwrite CC area 1000 Company Code 1000 Toronto 1000 X 4. Choose Save. 3.10 Create Personnel Area Use In this step, you assign personnel areas. The personnel area is an organizational unit that represents a specific area of the enterprise and is organized according to aspects of personnel, time management and payroll. A personnel area is divided into several personnel subareas. Procedure 1. Access the activity using one of the following navigation options: Transaction code SM30 with Customizing Object T500P IMG path Enterprise Structure Definition Human Resources Management Personnel Areas 2. On the Choose Activity dialog box, choose Human Resources definition | Personnel areas. 3. On the Change View ”Personnel Areas”: Overview screen, choose New Entries. 4. Enter the following data: Personnel area 1000 Region 1000 1100 Region 1100 5. Choose Save. © SAP AG Page 12 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.11 Create Personnel Subareas Use In this step, you assign personnel subareas. A personnel subarea is an organizational unit that represents a specific area of the company organized according to certain aspects of personnel, time management and payroll. Procedure 1. Access the activity using one of the following navigation options: Transaction code SM30 with Customizing Object V_T001P IMG path Enterprise Structure Definition Human Resources Management Personnel Subareas On the IMG activities overview dialog box, choose Human Resources definition |Personnel subareas 2. On the Choose Activity dialog box, choose Create Personnel subareas. 3. On the Determine Work Area: Entry dialog box, enter 1000, and choose Enter. 4. On the Change View ”Personnel Area/Subarea”: Overview screen, choose New Entries. 5. Enter the following data. Personnel subarea Pers. Subarea text 1010 City 1 1020 City 2 6. Choose Save. 3.12 Define and Assign Sales Organization 3.12.1 Define Sales Organization Use In this step, you define the sales organizations in your company. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVX5 IMG path Enterprise Structure Definition Sales and Distribution Define, copy, delete, check sales organization 2. On the Change View ”Sales organizations”: Overview screen, choose New Entries. 3. Enter the following data. © SAP AG Page 13 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Field Value entered Sales Organization 1000 (Description) Dom. Sales Org Statistics currency CAD Address text name ADRS_SENDER Letter header text ADRS_HEADER Footer lines text ADRS_FOOTER Greeting text name ADRS_SIGNATURE Cust. Inter-co.bill 4. Choose Save and Back. 5. Choose New Entries. 6. Enter the following data. Field Value entered Sales Organization 1100 (Description) Int. Sales Org Statistics currency CAD Address text name ADRS_SENDER Letter header text ADRS_HEADER Footer lines text ADRS_FOOTER Greeting text name ADRS_SIGNATURE Cust. Interco. bill 7. Maintain the Address Data for each sales organization. 8. Choose Save. 3.12.2 Assign Sales Organization to Company Code Use In this step, you assign a sales organization to your company code. You can use this step to define the allocation of sales organizations to company codes. This establishes a link between the SD and FI systems. A sales organization belongs to just one company code. Procedure 1. Access the activity using one of the following navigation options: Transaction code © SAP AG OVX3 Page 14 of 34 SAP Best Practices IMG path Enterprise Structure (101): Configuration Guide Enterprise Structure Assignment Sales and Distribution Assign sales organization to company code 2. On the Sales Organizations -> Company Code: Overview screen, select Sales Organization 1000 and 1100 and assign both to Company Code 1000. 3. Choose Save. 3.13 Define Distribution Channel Use In this step, you define the distribution channels in your company, adapting the functional scope of a distribution channel to your organization. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVXI IMG path Enterprise Structure Definition Sales and Distribution Define, copy, delete, check distribution channel On the Choose Activity dialog box, choose Define distribution channel. 2. On the Change View ”Distribution Channels”: Overview screen, choose New Entries. 3. Enter the following data. Distr. Channel Name 10 Direct Sales 20 Wholesale 30 Other Sales 4. Choose Save. © SAP AG Page 15 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.14 Assign Distribution Channel to Sales Organization Use In this step, you allocate the distribution channels to a sales organization. In this case as many distribution channels as desired can belong to a sales organization. In addition, a distribution channel can be valid for several sales organizations. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVXK IMG path Enterprise Structure Assignment Sales and Distribution Assign distribution channel to sales organization 2. On the Sales Organization Distribution Channels: Overview screen, choose New Entries and maintain the following assignments: SOrg Name DChl Name 1000 Dom. Sales Org 10 Direct Sales 1000 Dom. Sales Org 20 Wholesale 1000 Dom. Sales Org 30 Other Sales 1100 Int. Sales Org 10 Direct Sales 1100 Int. Sales Org 20 Wholesale 1100 Int. Sales Org 30 Other Sales 3. Choose Save. 3.15 Create Divisions Use In this step, you define the divisions at your company. You use divisions to group together materials, products, or services. The system uses the division to determine the sales areas and business areas to which a material, product, or service is assigned. Procedure 1. Access the activity using one of the following navigation options: Transaction code OMSP IMG path Logistics - General Material Master Settings for Key Fields Define Divisions 2. On the Change View ”Divisions”: Overview screen, choose New Entries. © SAP AG Page 16 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3. Enter the following data: Division Name 10 Product Division 10 20 Product Division 20 4. Choose Save. 3.16 Assign Division to Sales Organization Use In this step, you allocate as many divisions as desired to a sales organization. Any one division can belong to several sales organizations. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVXA IMG path Enterprise Structure Assignment Sales and Distribution Assign division to sales organization 2. On the Assignment Sales Organization - Division: Overview screen, choose New Entries and create the following entries: SOrg. Name Dv Name 1000 Dom. Sales Org 10 Product Division 10 1000 Dom. Sales Org 20 Product Division 20 1100 Int. Sales Org 10 Product Division 10 1100 Int. Sales Org 20 Product Division 20 3. Choose Save. 3.17 Set up Sales Area Use In this step, you set up the sales areas. You can create a sales area for any combination of sales organization, distribution channel and division. Procedure 1. Access the activity using one of the following navigation options: Transaction code © SAP AG OVXG Page 17 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Enterprise Structure Assignment Sales and Distribution Set up sales area IMG path 2. On the ”Assignment Sales Org. – Distribution Channel – Division” screen, choose New Entries and create the following entries: SOrg. Name DChl Name Dv Name 1000 Dom. Sales Org 10 Direct Sales 10 Product Division 10 1000 Dom. Sales Org 20 Wholesale 10 Product Division 10 1000 Dom. Sales Org 30 Other Sales 10 Product Division 10 1100 Int. Sales Org 10 Direct Sales 10 Product Division 10 1100 Int. Sales Org 20 Wholesale 10 Product Division 10 1100 Int. Sales Org 30 Other Sales 10 Product Division 10 3. Choose Save. 3.18 Define Common Distribution Channels Use In this menu option, you define common distribution channels. You use this menu item to define distribution channels which have common master data. The allocation is valid within a sales organization. Procedure 1. Access the activity using one of the following navigation options: Transaction code VOR1 IMG path Sales and Distribution Master Data Define Common Distribution Channels 2. On the Change View ”Dist.Channel per Sales Org.- Assign Master Data”: Overview screen, make the following entries. SOrg. DChi Name DCh-Conds Name DCh-Cust/Mt Name 1000 10 Direct Sales 10 Direct Sales 10 Direct Sales 1000 20 Wholesale 20 Wholesale 20 Wholesale 1000 30 Other Sales 30 Other Sales 30 Other Sales 1100 10 Direct Sales 10 Direct Sales 10 Direct Sales 1100 20 Wholesale 20 Wholesale 20 Wholesale 1100 30 Other Sales 30 Other Sales 30 Other Sales 3. Choose Save. © SAP AG Page 18 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.19 Define Common Divisions Use In this step, you define the divisions that common master data should apply to. The definition is valid within each sales organization. Procedure 1. Access the activity using one of the following navigation options: Transaction code VOR2 IMG path Sales and Distribution Master Data Define Common Divisions 2. On the Change View ”Org. Unit: Divisions per Sales Org – Assign Master Data”: Overview screen, make the following entries: SOrg. Dv Name DivCon Name DivCus Name 1000 10 Product Division 10 10 Product Division 10 10 Product Division 10 1000 20 Product Division 20 20 Product Division 20 20 Product Division 20 1100 10 Product Division 10 10 Product Division 10 10 Product Division 10 1100 20 Product Division 20 20 Product Division 20 20 Product Division 20 3. Choose Save. 3.20 Create Purchasing Organization Use In this step, you create a purchasing organization in your company. Procedure 1. Access the activity using one of the following navigation options: Transaction code OX08 IMG path Enterprise Structure Definition Materials Management Maintain purchasing organization 2. On the Change View ”Purchasing Organizations”: Overview screen, choose New Entries. 3. Enter the following data: Purch. Organization Purch. org. descr. 1000 Purchasing Org. 1000 © SAP AG Page 19 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 4. Choose Save. 3.21 Assign Purchasing Organization to Company Code Use In this step, you assign purchasing organizations to company codes. Procedure 1. Access the activity using one of the following navigation options: Transaction code OX01 IMG path Enterprise Structure Assignment Materials Management Assign purchasing organization to company code 2. On the Purchasing Organizations -> Company Code: Overview screen, select Company Code 1000 and assign it to Purchasing organization 1000. 3. Choose Save. 3.22 Define Valuation Area Use In this step, you define a valuation area in your company. A plant can only belong to one company code. Procedure 1. Access the activity using one of the following navigation options: Transaction code OX14 IMG path Enterprise Structure Definition Logistics - General Define valuation level 2. On the Valuation Level screen, set the button Valuation area is a plant. 3. Choose Save. 3.23 Create Plant 3.23.1 Define Plant Use In this step you assign each plant to a company code. A plant can only belong to one company code. © SAP AG Page 20 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Procedure 1. Access the activity using one of the following navigation options: Transaction code OX10 IMG path Enterprise Structure Definition Logistics - General Define, copy, delete, check plant On the Choose Activity dialog box, choose Define Plant. 2. On the Change View ”Plants”: Overview screen, choose New Entries, and make the following entries. Plnt Name 1 1000 Plant 1 1100 Plant 2 3. Maintain the address data and language key for each plant. 4. Choose Save. 3.23.2 Define Plant Parameters Use In this step, you make general plant settings. Procedure 1. Access the activity using one of the following navigation options: Transaction code SM30 with Customizing Object V_159L IMG path Materials Management Inventory Management and Physical inventory Plant Parameters 2. On the Change View ”General plant settings in inventory Management”: Overview screen, choose New Entries. 3. Select Plant 1000, and make the following entries: Field Entry Del. Compl. Default X BBD/Prod Date X BOM Usage 1 BOM Application BEST Trans./Event Type WV © SAP AG Page 21 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Stock type 1 Alternative unit X Batch in background X Movement allowed X Days mvt. Allowed 10 Retention period 30 4. Choose Save, and Back. 5. Repeat steps 2 to 4, replacing 1000 with 1100. 6. Choose Save. 3.23.3 Assign Plant to Company Code Use In this step, you assign each plant to a company code. A plant can only belong to one company code. Procedure 1. Access the activity using one of the following navigation options: Transaction code OX18 IMG path Enterprise Structure Assignment Logistics - General Assign Plant to Company Code 2. On the Allocation of Plants -> Company Code: Overview screen, make the following assignments. CoCD Plnt 1000 Company Code 1000 1000 Plant 1 1100 Plant 2 3. Choose Save. 3.23.4 Assign Standard Purchasing Organization to Plant Use In this step, you assign a standard purchasing organization to a plant. If several purchasing organizations procure for a certain plant, you can define one of them as the standard purchasing organization for the transactions. Procedure 1. Access the activity using one of the following navigation options: © SAP AG Page 22 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Transaction code SM30 (Customizing Object V_001W_E) IMG path Enterprise Structure Assignment Materials Management Assign Standard Purchasing Organization to Plant 2. On the Change View ”Default Purchasing Organization”: Overview screen set 1000 as the Standard Purchasing Organization, as follows. Plnt POrg Name 1 1000 1000 Plant 1 1100 1000 Plant 2 3. Choose Save. 3.24 Assign Sales Organization - Distribution Channel to Plant Use In this step, you assign any number of plants to a combination of sales organization and distribution channel. A plant can be assigned more than once. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVX6 IMG path Enterprise Structure Assignment Sales and Distribution Assign sales organization – distribution channel – plant 2. On the Plants -> Sales Organization/Distribution Channel”: Overview screen, make the following assignments. Sales organization/distribution channel Assign to Plants 1000 10 Dom. Sales Org Direct Sales 1000 Plant 1 1100 Plant 2 1000 20 Dom. Sales Org Wholesale 1000 Plant 1 1100 Plant 2 1000 30 Dom. Sales Org Other Sales 1000 Plant 1 1100 Plant 2 1100 10 Int. Sales Org Direct Sales 1000 Plant 1 1100 Plant 2 1100 20 Int. Sales Org Wholesale © SAP AG 1000 Plant 1 Page 23 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 1100 Plant 2 1100 30 Int. Sales Org Other Sales 1000 Plant 1 1100 Plant 2 3. Choose Save. 3.25 Assign Purchasing Organization to Plant Use In this step, you assign purchasing organizations to the plants for which they are responsible. You have the following options: One purchasing organization procures for one plant. This is plant-specific purchasing. One purchasing organization procures for several plants. Several purchasing organizations procure for one plant. Procedure 1. Access the activity using one of the following navigation options: Transaction code 0X17 IMG path Enterprise Structure Assignment Materials Management Assign purchasing organization to plant 2. On the Plants -> Purchasing Organization: Overview screen, make the following assignments. POrg Description Plnt Name 1 1000 Purch. Org 1000 1000 Plant 1 1000 Purch. Org 1000 1100 Plant 2 3. Choose Save. 3.26 Define Shipping Points Use In the step, you define the shipping points and adapt them to your organization. Procedure 1. Access the activity using one of the following navigation options: Transaction code © SAP AG OVXD Page 24 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point IMG path 2. On the Choose Activity dialog box, choose Define Point. 3. On the Change View ”Shipping Points”: Overview screen, choose New Entries, and make the following entries. Shipping Point Description Departure/Transportation Zone Factory Calendar 1000 Shipping Point 1000 0000000001 01 100R Shipping Point 100R 0000000001 01 1100 Shipping Point 1100 0000000001 01 100R Shipping Point 110R 0000000001 01 4. Choose Save. 3.27 Assign Shipping Point to Plant Use In this step you allocate as many shipping points as desired to the plants. Any one shipping point can belong to several plants. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVXC IMG path Enterprise Structure Assignment Logistics Execution Assign shipping point to plant 2. On the Shipping Points -> Plants: Overview screen, make the following assignments. Plants Assign to Shipping Points 1000 Plant 1 Shipping Point 1000 Shipping Point 100R 1100 Plant 2 Shipping Point 1100 Shipping Point 110R 3. Choose Save. © SAP AG Page 25 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.28 Define Loading Groups Use In this step you define the loading groups. You enter the loading groups defined here in the material master record for the sales data for each plant. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVSX IMG path Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Loading Groups 2. On the ”Routes: Loading Groups”: Overview screen, make the following entries. LGrp Description 0002 Crane 0003 Forklift 0004 Manual 3. Choose Save. 3.29 Define Transportation Groups Use In this step you define the transportation groups. You specify the transportation groups defined here in sales/plant data of the material master record. The transportation group is copied into the delivery item. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVSY IMG path Sales and Distribution Basic Functions Routes Route Determination Define Transportation Groups 2. On the Change View ”Deliver Scheduling: Transportation Groups”: Overview screen, make the following assignments. Trans. grp Description 0001 On pallets © SAP AG Page 26 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 0002 In liquid form 0003 Container 0004 Parcel 0005 Bulk Product 3. Choose Save. 3.30 Define Shipping Conditions Use In this step you enter the shipping conditions defined in the customer master record in the sales data for each sales area. The SAP system copies the shipping condition into the sales document header. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVSF IMG path Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Shipping Conditions 2. On the Change View ”Shipping Conditions”: Overview screen, make the following assignments. SC Description 01 Standard 02 Pick-up 03 Immediately 04 Transport Service RE Returns 3. Choose Save. 3.31 Shipping Point Determination Use In this step you allocate the shipping points to the desired combinations of shipping condition and loading group for each plant. Procedure © SAP AG Page 27 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 1. Access the activity using one of the following navigation options: Transaction code OVL2 IMG path Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points 2. On the Change View ”Shipping Point Determination”: Overview screen, make the following assignments. SC LGrp Plnt PrShP 01 0002 1000 1000 01 0002 1100 1100 01 0003 1000 1000 01 0003 1100 1100 01 0004 1000 1000 01 0004 1100 1100 02 0002 1000 1000 02 0002 1100 1100 02 0003 1000 1000 02 0003 1100 1100 02 0004 1000 1000 02 0004 1100 1100 03 0002 1000 1000 03 0002 1100 1100 03 0003 1000 1000 03 0003 1100 1100 03 0004 1000 1000 04 0002 1000 1000 04 0002 1100 1100 04 0003 1000 1000 04 0003 1100 1100 04 0004 1000 1000 RE 0002 1000 1000 RE 0002 1100 110R RE 0003 1000 1000 RE 0003 1100 1100 © SAP AG Page 28 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide SC LGrp Plnt PrShP RE 0004 1000 1000 3. Choose Save. 3.32 Create Storage Location Use In this step you create a storage location, which is the place where stock is physically kept within a plant. Procedure 1. Access the activity using one of the following navigation options: Transaction code OX09 IMG path Enterprise Structure Definition Materials Management Maintain Storage Location 2. On the Determine Work Area: Entry, enter BP01, and choose Enter. 3. On the Change View ”Storage Locations”: Overview screen, enter the following. Plant SLoc Description 1000 1020 Shop floor 1030 Shipping (L WM) 1040 Shipping w/o LWM 1050 Stores – (Lean) 1060 Returns 1030 Shipping (L WM) 1040 Shipping w/o LWM 1060 Returns 1100 4. Choose Save. 3.33 Define Storage Conditions 1. Access the activity using one of the following navigation options: © SAP AG Page 29 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide Transaction code SM30 IMG path Logistics Execution Shipping Picking Determine Picking Location Define storage conditions 2. On the Change View ”Storage conditions”: Overview screen, enter the following: SC Description 01 storage condition1 02 storage condition 2 3.34 Assign Picking Locations Use In this step you assign the picking locations to the combinations of shipping point and storage condition for every plant. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVL3 IMG path Logistics Execution Shipping Picking Determine Picking Location Assign Picking Location 2. On the Change View ”Picking Location Determination”: Overview screen, enter the following: ShPt Plnt SC SLoc 1000 1000 1000 1000 10 1030 1000 1000 20 1030 100R 1000 100R 1000 10 1060 100R 1000 20 1060 1100 1100 1100 1100 10 1130 1100 1100 20 1130 1030 1060 1130 3. Choose Save. © SAP AG Page 30 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.35 Create Sales Office Use In this step you define the sales offices in your company. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVX1 IMG path Enterprise Structure Definition Sales and Distribution Maintain sales office 2. On the Change View ”Sales offices”: Overview screen, enter the following data: Sales Office Description 100 Sales Office 100 1001 Sales Office 110 3. Maintain the Address Data for each Sales Office. 4. Choose Save. 3.36 Assign Sales Office to Sales Area Use In this step you allocate as many sales offices as desired to the sales areas. Any one sales office can belong to several sales areas at the same time. The sales areas previously defined are automatically proposed as defaults for allocation. Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG path Enterprise Structure Assignment Sales and Distribution Assign sales office to sales area 2. On the Sales Offices -> Sales Area: Overview screen, make the following assignments. SOrg. Name DChl Name Dv Name SOff. Name 1000 Dom. Sales 10 Direct Sales 10 Product Division 10 100 Sales Office 100 1000 Dom. Sales 20 Wholesale 10 Product Division 10 100 Sales Office 100 1000 Dom. 30 Other 10 Product Division 100 Sales Office © SAP AG Page 31 of 34 SAP Best Practices SOrg. Name Enterprise Structure (101): Configuration Guide DChl Sales Name Dv Sales Name SOff. 10 Name 100 1000 Dom. Sales 10 Direct Sales 20 Product Division 20 100 Sales Office 100 1000 Dom. Sales 20 Wholesale 20 Product Division 20 100 Sales Office 100 1000 Dom. Sales 30 Other Sales 20 Product Division 20 100 Sales Office 100 1100 Int. Sales 10 Direct Sales 10 Product Division 10 110 Sales Office 110 1100 Int. Sales 20 Wholesale 10 Product Division 10 110 Sales Office 110 1100 Int. Sales 30 Other Sales 10 Product Division 10 110 Sales Office 110 1100 Int. Sales 10 Direct Sales 20 Product Division 20 110 Sales Office 110 1100 Int. Sales 20 Wholesale 20 Product Division 20 110 Sales Office 110 1100 Int. Sales 30 Other Sales 20 Product Division 20 110 Sales Office 110 3. Choose Save. 3.37 Maintain Sales Group Use In this step, you define sales groups in your company. The definition of sales groups is optional. You can use the SD system without creating sales groups. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVX4 IMG path Enterprise Structure Definition Sales and Distribution Maintain sales group 2. On the Change View ”Sales Groups”: Overview screen, enter the following data: Sales group Description 100 Sales Group 100 110 Sales Group 110 © SAP AG Page 32 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3. Choose Save. 3.38 Assign Sales Group to Sales Office Use In this step you assign as many sales groups as desired to the sales offices. Any one sales group can belong to several sales offices. Procedure 1. Access the activity using one of the following navigation options: Transaction code OVXJ IMG path Enterprise Structure Assignment Sales and Distribution Assign sales group to sales office 2. On the Sales Groups -> Sales Office: Overview screen, make the following assignments. SOff. Description SGrp Description 100 Sales Office 100 100 Sales Group 100 110 Sales Office 110 110 Sales Group 110 3. Choose Save. 3.39 Maintain Transportation Planning Point Use In this step you define a transportation planning point. The transportation planning point is responsible for planning shipments with particular features. A shipment is assigned to one transportation planning point. Procedure 1. Access the activity using one of the following navigation options: Transaction code SM30 (Customizing Object V_TTDS) IMG path Enterprise Structure--> Definition--> Logistic Execution--> Maintain Transportation Planning Point 2. On the Change View ” Transportation Planning Point”: Overview screen, enter the following data: TPPt Description CoCd 1000 Transp. 1000 1000 3. Choose Save. © SAP AG Page 33 of 34 SAP Best Practices Enterprise Structure (101): Configuration Guide 3.40 Create Purchasing Group Use In this step, you create purchasing groups. A purchasing group can be an individual or a group of individuals. Procedure 1. Access the activity using one of the following navigation options: Transaction code OME4 IMG path Materials Management Purchasing Create Purchasing Groups 2. On the Change View ”Purchasing Groups”: Overview screen, enter the following data: Purchasing group Desc. Pur. Grp Tel. No. Pur. Grp Fax number Tel. Ext. 100 Group 100 915 840 9421 915 840 9000 1 101 Group 101 915 840 9422 915 840 9000 2 102 Group 102 915 840 9423 915 840 9000 3 103 Group 103 915 840 9424 915 840 9000 4 110 Group 110 416 849 4256 416 849 4000 5 111 Group 111 416 849 4257 416 849 4000 6 112 Group 112 416 849 4258 416 849 4000 7 113 Group 113 416 849 4259 416 849 4000 8 3. Choose Save. © SAP AG Page 34 of 34