Configuration in SAP
• Specifying the Organization Structure,
Codes and Names
• Specifying the Document Types for Each
element of the Org Structure
• Controlling the business process
– Item category
– Schedule line category
Organizational Structure
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Company
Sales Organization
Distribution Channel
Division
Sales Area (Sales Org, Dist Channel, Div)
Sales Office
Sale Group
Sales Person (!)
• What’s the right structure for your organization?
Organizational Structure
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Company
Sales Organization
Distribution Channel
Division
Sales Area
Sales Office
Sale Group
Sales Person (!)
Legal Unit
Internal Reporting
Prices may differ
Products defined by Div
Customers defined by Area
optional
optional
optional
• What’s the right structure for your organization?
Defining Org Structure to SAP
• Done through the IMG or Implementation
Guide.
• Access for us is problematic, right now.
• Process of adding org units is
straightforward. No surprises
Show IMG Picture
Linking Document Types to
Organizational Units
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Sales Area
Sales Org
Dist. Channel
Division
• Can allow any doc
type for any of the
above
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Standard Order (OR)
Inquiry
Free-of-charge Delivery
Returns
Etc.
How to Link Document Types to
Organizational Units in SAP
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Use the IMG
Straightforward
But, you have to keep it updated
Problem is, if you choose too complex a scheme,
and later add a new division (product class), you
have to make a bunch of changes to IMG to allow
orders, returns, etc. If you forget to do this, you
will be dead in the water!
Control of Business Processing is
at Item and Schedule Line Level
• An Order can have many items. Some are
standard, some are non standard
– Standard items are generally priced, delivered, billed
etc.
– Examples of non-standard items: free goods, text lines
clarifying the order, etc.
• Each Item line can have multiple schedule lines.
(a portion delivered one day, rest sometime later.)
• There is process control at the item level, and at
the schedule line level
Show SAP Order On-line
Item Level Control
• Once an item line has been “checked” (or saved),
it is given an item category.
• The item category determines processing:
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Are schedule lines permitted?
Should there be delivery processing?
Should there be billing processing?
Should item be priced?
Completion rules – What field have to be filled out?
Examples
• Standard Item in
Quotation (AGN)
• Pricing
• Schedule lines allowed
• Not relevant for billing
• Standard Item in Order
(TAN)
• Pricing
• Schedule lines allowed
• Relevant for Billing
• Free-of-charge Item in
Order (TANN)
• No Pricing
• Schedule lines allowed
• Not relevant for Billing
• Text Item in Order
(TATX)
• No Pricing
• No Schedule lines
• Relevant for Billing
How Item Category is Determined
Sale Document Type
From Document Header
Item Category Group
From Material Master (Sales Org 2)
Item Usage
ABAP program examines
Item Cat of Higher lev it.
From Document Item lines
Leads to a default and possible alternatives
Schedule Line Category Determines
Whether and How SAP Carries Out:
Goods Movement
Availability Checking
Product allocation and Tracking
Purchasing
Etc.
Schedule Line Categories
Implication
CN
No Availability Checking
No Product Allocation Tracking
CV
Availability Checking
No Product Allocation Tracking
CP
Availability Checking
Product Allocation Tracking
MRP Type
Sch. Line Cat
Actions
ND--no planning
CN
no availability checking, no prod allocation
VB--consumption MRP
CV
Avail. Checking but no Prod Allocation
PD
CP
Avail. Checking and Prod Allocation
How Schedule Line Category is Determined
Item Category
From Document Item Lines
MRP Type
From Material Master (MRP1)
Leads to a default and possible alternatives