Introduction to Enterprise Wide
Information Systems
Configuring SAP (cont.)
Instructor: Richard W. Vawter
University of
Southern California
Topics
 The Implementation Guide
 Sales Orders and the Customer Master
 Customizing the Material Master
 Configuring the Billing Process
University of
Southern California
Materials - Material Types
 The material type is part of the general data on a material.
 The departments responsible for a material type determine
which views must be maintained for a specific material.
A
Material
Quantity/Value update
Price control
Variance for each plant
Matl. type
 Description
 Department
 Internal/External POs
Account
assignment
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Selecting Fields for Materials - Influencing Factors
 An individual control table is available for each
influencing factor shown here and corresponds to a
group of fields in the material master.
Transaction
Procurement
indicator
Material type
Field selection
……………..
Plant
?
…………
…………
Industry sector
SAP
components
Sales &
Distribution
Financial
Accounting
Materials
Mgmt.
Controlling
Production
Planning
Fixed Assets
Mgmt.
R/3
Client / Server
ABAP/4
Quality
Mgmt.
Plant
Maintenance
Human
Resources
Project
System
Workflow
Industry
Solutions
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Materials - Material Status
 You can define different kinds of material status and
for each status, how the system will react when an item
is used in a sales document.
Material Status
Quotation
Standard Order
Discontinued part
Error
Warning
Technical defect
.
.
.
Error
Error
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Southern California
Product Hierarchies
 Product hierarchies are used for pricing and analysis.
 In the Standard SAP setup, they can be defined with up
to 18 characters and three levels.
Level
00001
Tools
1
2
3
0000100001
Electrical appliances
000010000100000001
Electric screwdrivers
000010000100000002
Electric drills
0000100002
Compressors
000010000200000001
Electric drills
000010000200000002
Electric drills
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Southern California
Customer-Material Information
 You can define customer-specific data for a material in
a customer-material information record. This may incl:

cust.-specific matl. #

cust.-specific matl. description

Customer-Material Information
Sales organization
: 1000
Distribution channel : 01
Customer
: C1
Material
M1
M2
.
.
Description
Computer AG
Computer UG
.
.
Customer-specific data
Material
Description
M234
Computer 550C
M598
Computer 1650B
.
.
.
.
Sales order
Sold-to Party: C1
Customer Matl
M234
M598
Description
Computer 550C
Computer 1650B
Qty
10
3
etc.
Proposing Items Using Product Proposal
 Material combinations which you use frequently can be
stored in product proposals.
Product proposal
Validity period
Search term
Item
10
20
30
: 5000002
: 01/01-12/31
: SD product proposals
Material
M1
M2
M3
Qty.
40
50
30
Material or
material + quantities
Sales Order
Sold-to party: C1
Item
10
20
30
Material
M1
M2
M3
Qty.
40
50
30
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Sales Bill of Materials - An Example
 By making the appropriate settings in Customizing,
you can copy the components in the bill of material to
a sales order as one “item”.
Computer
Mouse
Monitor
CPU
Keyboard
University of
Southern California
Bill of Material - Bill of Material Categories
 The bill of material category serves as a link to
different objects.
 You can create bills of material only for objects existing
in the material master.
Material
master
Material BOM
A
Material
Sales & Distribution
SD master
record
Equipment BOM
Equipment
master record
Document
master record
Sales order
Document BOM
Bill of Material - Where They Are Used
 Item status controls how BOM items are processed in
related application areas:

Production (operations)

Construction (technical data)

Pricing

Sales & distribution (order quantity)

Plant maintenance (maintenance information)
University of
Southern California
Topics
 The Implementation Guide
 Sales Orders and the Customer Master
 Customizing the Material Master
 Configuring the Billing Process
University of
Southern California
Billing Types
 The billing type controls the entire billing document.
 Billing types are dictated by the type of the reference
document.
Invoice
Pro forma invoice
Invoice list
Cash sale
Billing
Types
Cancellations
Credit/debit memo
Returns
Inter-company billing
University of
Southern California
The Billing Process
 Each billing document requires a reference document.
Order Document Types
Inquiry
Type: IN
Delivery Doc.
Billing Documents
Quotation
Standard
Order
Type: QT
Type: OR
Type: LF
Type: F2
Header
Item: TAN
Schd. line
Header
Item: TAN
Header
Schd. line
Returns
Type: RE
Type: LR
Type: RE
Header
Item: REN
Cash Sales
Type: BV
Immediate
Type: LR
Credit
Type: CR
Type: RE
Billing Documents
 You can reference either an order or a delivery
document when creating an invoice.
 This is configured in the IMG by the item category.
Std. Order
Delivery
Invoice
Std. Order
Delivery
Invoice
or
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Credit / Debit Memos
 However, with credit / debit memos, you can only
reference the credit / debit requests (sales documents).
Delivery
Order
Invoice
Credit request
Credit memo
Debit request
Debit memo
or
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Returns
 Credit memos are created with reference to the returns
(sales documents) and NOT to the returns delivery.
Sales Order
Delivery
Invoice
Returns
delivery
Credit memo
or
Credit request
University of
Southern California
Data Flow
 You can influence the data flow from reference
documents to billing documents by:


Billing types

Copying control for items
Copying control for header
For example
- payer
- item number
- prices
- texts
Delivery
Order
Doc. flow
Data flow
Invoice
For example
- ship-to party
- quantity
- texts
University of
Southern California
Copy Control
 As just mentioned, how data is transferred in the billing
process can be influenced by the copy control data.
Header
Item
Target
Source
Billing
type
Delivery
type
F2
LF
Target
Source
Source
Billing
type
Delivery
type
Item
category
F2
LF
TAN
University of
Southern California
Billing Quantities
 Delivery and order quantities are referenced in billing.
 You can create a billing document with reference to an
order for quantities already delivered.
Billing
Billing Quantity
With reference to an order
Delivery quantity minus quantity
already invoiced
With reference to a sales document
(e.g., credit memo)
Order quantity minus quantity
already invoiced
With reference to a delivery
(e.g., billing doc. Types F1 and F2)
Delivery quantity minus quantity
already invoiced
Pro forma invoice F5
Order quantity
Pro forma invoice F8
Delivery quantity
University of
Southern California
Pricing in Billing Documents
 You can specify a pricing type for each billing document
type and item category.
Price: Material M1
Price: Material M1
Discount
from
from
from
1.pc
10.pc
20.pc
10.00
9.50
9.00
January
1.pc
10.pc
20.pc
11.00
10.50
10.00
50.00
100.00
March
Invoice
Order
M1
20 pc
20 x 9.00
Manual discount
1%2%-
M1
10 pc
10 x 9.50
Manual discount
Delivery
M1
A
10 pc
Pricing type:
A Price components are copied and updated (scale
redetermined).
B Pricing is carried out again.
Invoice
M1
10 x 10.50
Discount 2 %
Invoice
B
10 pc
C
M1
10 pc
10 x 10.50
Discount 2 % & manual
C Manual price components are copied, pricing carried out
for all other components.
Invoice
D Price components are copied as is from the reference
document.
M1
10 pc
10 x 9.00
Manual discount
D
Key Points (1)
 The Implementation Guide (IMG) enables the project
team to match the business requirements with the SAP
standard software and customize the transactions to
the needs of the organization.
 You can minimize the time an effort needed to create
sales documents by thoroughly maintaining the
customer master and defining all types of business
partners.
 The account group allows you to select data fields for
maintaining the master data.
 By classifying materials by material types, you can
specify which views for a material are to be maintained.
University of
Southern California
Key Points (2)
 When maintaining material master records, you can
specify (in the IMG) which fields are to appear, to be
required or optional, or are to be blocked.
 You can store customer-specific information on
individual materials (e.g. customer material numbers
and descriptions) in customer-material information
records. This enables you to create orders using
material numbers specified by the ordering party.
 When you frequently sell combination of materials, you
can simplify sales order creation by creating product
proposals.
 You can also create BOM’s to combine several
materials for use in SD.
University of
Southern California
Key Points (3)
 Billing documents always reference a previous
document.
 Reference documents will dictate the billing document
type.
 The flow of data is controlled:

by the programs

by document types

by copying control tables
 You can determine copying control at:

the header level

the item level
University of
Southern California