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Configuration in SAP

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. Company Sales Organization

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Configuration in SAP

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  1. 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

  2. Organizational Structure • 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?

  3. Organizational Structure • Company Legal Unit • Sales Organization Internal Reporting • Distribution Channel Prices may differ • Division Products defined by Div • Sales Area Customers defined by Area • Sales Office optional • Sale Group optional • Sales Person (!) optional • What’s the right structure for your organization?

  4. 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

  5. Show IMG Picture

  6. Sales Area Sales Org Dist. Channel Division Can allow any doc type for any of the above Standard Order (OR) Inquiry Free-of-charge Delivery Returns Etc. Linking Document Types to Organizational Units

  7. How to Link Document Types to Organizational Units in SAP • 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!

  8. 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

  9. Show SAP Order On-line

  10. Item Level Control • Once an item line has been “checked” (or saved), it is given an item category. • The item category determines processing: • 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?

  11. Standard Item in Quotation (AGN) Standard Item in Order (TAN) Free-of-charge Item in Order (TANN) Text Item in Order (TATX) Pricing Schedule lines allowed Not relevant for billing Pricing Schedule lines allowed Relevant for Billing No Pricing Schedule lines allowed Not relevant for Billing No Pricing No Schedule lines Relevant for Billing Examples

  12. 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

  13. Schedule Line Category Determines Whether and How SAP Carries Out: Goods Movement Availability Checking Product allocation and Tracking Purchasing Etc.

  14. 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

  15. 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

  16. 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

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