Sales Order:

Overview Screen:
Sales Order No:
Sold-to-Party:
Ship-to-Party:
PO No:
PO Date:
Net Value:
Sales Tab:
Requested Delivery Date:
Complete Delivery:
Delivery Block:
Billing Block:
Payment Terms:
Order Reason:
Sales Area:
Delivery Plant:
Total Weight:
Volume:
Pricing Date:
Expiry Date:
Incoterms:
Item Overview:
Item Detail:
Ordering Party:
Procurement:
Shipping:
Reason for Rejection:
Header Screen:
Sales:
Shipping:
Billing Document:
Payment Cards:
Accounting:
Conditions:
Account Assignment:
Partners:
Text:
Order Data:
Status:
Additional Data A:
Additional Data B:
Item Data:
Sales A:
Sales B:
Shipping:
Billing Document:
Conditions:
Account Assignment:
Schedule Line:
Partners:
Text:
Order Data:
Status:
Additional Data A:
Additional Data B:

SAP SD IMPORTANT TOPICS AND CONFIGURATION STEPS

1. Pricing Procedure.
2. Condition Exclusion Groups.
3. Material Determination.
4. Materials Listing & Exclusion.
5. Free Goods.
6. Cross-selling.
7. Transfer Of Requirement.
8. Availability Check.
9. Account Determination Procedure.
10.
Credit Management.
11.
Text Determination Procedure.
12.
Output Determination Procedure.
13.
Rebate Agreements.
14.
Sales Incompletion Logs.
15.
Product Proposal and Item Proposal.
16.
Partner Determination Procedure.
17.
Inter-company Billing.
18.
Tax Determination.
19.
Contracts & Scheduling Agreements.
1. Pricing :

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Pricing -> Pricing Control :
1. Pricing Control
1. Define Condition Tables.
a) Create Condition Tables [V/03].
2. Define Condition Types.
a) Maintain Condition Types [V/06].
b) Define Upper / Lower Limits for Conditions.
3. Define Access Sequence.
a) Maintain Access Sequence [V/07].
4. Define and Assign Pricing Procedures.
a) Define Customer Pricing Procedure.
b) Define Document Pricing Procedure.
c) Assign Document Pricing Procedure to Order Types.
d) Assign Document Pricing Procedure to Billing Types.
e) Maintain Pricing Procedures [V/08].
f) Define Pricing Procedure Determination [OVKK].
5. Define Pricing by Item Category.
a) Activate Pricing for Item Categories.
2. Maintain Price-relevant Master Data Fields.
1. Define Price List Categories for Customers.
2. Define Pricing Groups for Customers.
3. Define Material Groups.
2. Condition Exclusion:

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Pricing -> Condition Exclusion:
1.
Condition Exclusion for Group of Conditions.
1.
Define Condition Exclusion Groups.
2.
Assign Condition Types to Exclusion Groups.
3.
Maintain Condition Exclusion for Pricing Procedure.

2.

Condition Exclusion for Condition Types and Records.

3. Material Determination :

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Material Determination

1.

Maintain Prerequisites for the Material Determination.

1.
2.
3.
4.

Create Condition table [OV16].

Maintain Access sequence.
Define Condition Type.
Maintain Procedure.

2.
3.

Assign Procedure to Sale Document Types [OV14].

Define Substitution Reasons [OVRQ].
Substitution Reason / Description / Entry / Warning /
Strategy / Outcome.
A
VB11 Create Material Determination.
Material Entered / Material Substitute / Substitute unit of measure /
Reason for material substitution.
4. Material Listing & Exclusion :

Configuration steps involved

1. IMG
1.
2.
3.
4.
5.

-> SD -> Basic Functions -> Listing/Exclusion:

Maintain Condition Tables for Listing/Exclusion [OV06].
Maintain Access Sequence for Listing/Exclusion.
Maintain Listing/Exclusion Types.
Procedure for Listing/Exclusion.
Activate Listing/Exclusion for Sale Document Types [OV04].

5. Free Goods :

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Free Goods:
1.
Condition Technique for Free Goods.
1.
Number Ranges for Free Goods [WC07].
2.
Maintain Condition Tables [V/N2].
3.
Maintain Access Sequence.
4.
Maintain Condition Types [V/N4].
5.
Maintain Pricing Procedures [V/N5].
6.
Activate Free Goods Determination [V/06].
2.
Determine Item Category for Free Goods.
3.
Control Free Goods Pricing.
1.
Control Pricing For Free Goods Item Category.
2.
Maintain Condition Type for 100% Discount.
3.
Maintain Pricing Procedure For Pricing.
4.
Pricing For Inclusive Free Goods without Item Generation.
5.
Maintain Copy Control [VTAA].
6.
VBN1 Create Free Goods Determination.
6. Cross Selling :

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Cross Selling:
1.
Define Determination Procedure for Cross Selling.
1.
Create Condition Table [OV46].

2.

3.

4.

2.
Maintain Access Sequence [OV41].
3.
Define Condition Types [OV42].
4.
Maintain Procedures [OV43].
Maintain Customer/Document Procedure for Cross Selling.
1.
Define Customer Procedure for Cross Selling.
2.
Define Document Procedure for Cross Selling.
3.
Assign Document Procedure for Cross Selling to Sale Document
Types.
Define and Assign Cross Selling Profile.
1.
Define Cross Selling Profile (w.r.t cross-selling procedure and
Standard pricing procedure)
2.
Assign Cross Selling Profile (to Sales Area + Doc procedure +
Customer procedure)
VB41 Create Cross-Selling.

7. Transfer of Requirements :

Configuration steps involved

1. IMG -> SD -> Basic Functions ->Availability Check & Transfer of
Requirements -> Transfer of Requirements :
1.
Define Requirement Classes [OVZG].
2.
Define Requirement Types [OVZH].
3.
Determination of Requirement Types Using Transaction.
4.
Define Procedure for Each Schedule Line Category.
5.
Block Quantity Confirmation in Delivery Blocks.
6.
Maintain Requirements for Transfer of requirements [OVB8].

8. Availability Check :
Configuration steps involved
1. IMG -> SD -> Basic Functions ->Availability Check & Transfer of
Requirements -> Availability Check -> Availability Check with ATP Logic or
Against Planning :
1.
Define Requirement Classes [OVZG].
2.
Define Checking Groups [OVZ2].
3.
Define Material Block for Other Users.
4.
Define Checking Group Default Value: Assign Checking Group to
Material type and Plant.
5.
Carry Out Control for Availability Check [OVZ9].
6.
Define Procedure for Requirement Class [OVZ0]: If Req. class has
been switched on in req. class level (OVZG) then this step is not needed.
7.
Define Procedure for Each Schedule Line Category.
8.
Define Procedure for Each Delivery Item Category.
9.
Define Default Settings.
9. Revenue Account Determination :

Configuration steps involved

IMG -> SD -> Basic Functions -> Account Assignment/Costing:
1.
Revenue Account Determination.
1.
Check Master Data Relevant for Account Assignment.
a)
Material: Account Assignment Group.
a)
Customer: Account Assignment Group [OVK8].
2.
Define Dependencies of Revenue Account Determination.
a)
Account Determination: Create Table [V/12].
3.
Define Access Sequence and Account Determination Types.

4.
5.
6.

a)
Maintain Access Sequence for Account Determination
b)
Define Account Determination Types.
Define And Assign Account Determination Procedure.
a)
Define Account Determination Procedure.
b)
Assign Account Determination Procedure.(To Billing Type)
Define And Assign Account Keys.
Assign G/L Accounts [VKOA].

10.

Credit Management :

Configuration steps involved

I.
IMG -> FA -> Account receivables and Account payables > Credit
Management > Credit Control Account :
1.
Define Groups.
2.
Define Risk Categories.
3.
Define Credit Representatives.
II.
IMG -> SD -> BF > Credit Management/Risk Management > Credit
Management:
1.
Define Credit Group: As at Sales order or at Delivery or at Goods issue.
2.
Assign Sales documents and Delivery documents [OVAK]: Assign
Credit limit check Blank, A, B, C, D and Credit Group to Sales documents.
Credit limit checks are
Blank: No credit limit check.
A: Run Simple CLC and warning message.
B: Run Simple CLC and error message.
C: Run Simple CLC and Delivery block.
D: Automatic Credit control.
3.
Define Automatic Credit Control [OVA8].
11.

Output Determination :

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Output Control -> Output Determination
-> Output Determination using the Condition Technique:
1.
Maintain Output Determination for Sales Documents:
1.
Maintain Condition Tables [V/57].
2.
Maintain Output Types [V/30].
3.
Maintain Access Sequence.
4.
Assign Output Types to Partner Functions.
5.
Maintain Output Determination Procedure.
6.
Assign Output Determination Procedure.
a)
Allocate Sales Document Header [V/43].
b)
Assign Sales Document Items [V/69].
Note: VV11 Create output Condition Records.
2.
Maintain Output Determination for Sales Activities:
3.
Maintain Output Determination for Billing Documents:
12.

Text Control :

Configuration steps involved

1. IMG
1.
2.
3.
4.

-> SD -> Basic Functions -> Text Control:

Define Text Types [VOTXN].
Define Access Sequences for Determining Texts [VOTXN].
Define and Assign Text Determination Procedures [VOTXN].
SO10 Maintain Standard Text.

13.

Incompletion Log :

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Log of Incomplete Items :
1.
Define Incompleteness Procedures [OVA2].
2.
Assign Incompleteness Procedures.
1.
Assign Procedures to the Sale Document Types [VUA2].
2.
Assign Procedures to the Item Categories [VUP2].
3.
Assign Procedures to the Schedule Line Categories [VUE2].
4.
Assign Procedures to the Partner Functions.
5.
Assign forms to Delivery Types [VUA4].
6.
Assign Procedures to Delivery Item Types.
7.
Assign Procedures to Sales Activities [VUC2].
3.
Define Status Groups:
Status Groups / General / Delivery / Billing Document / Price / Goods
Movement / Picking & Put away / Pack.
14.

Dynamic Product Proposal :

Configuration steps involved

1. IMG -> SD -> Basic Functions -> Dynamic Product Proposal:
1.
Define Customer Procedure for Product Proposal.
2.
Define Document Procedure for Product Proposal.
3.
Assign Document Procedure for Product Proposal to Sale Document
Types.
4.
Maintain Table of Origin for Product Proposal.
5.
Define Product Proposal Procedure and Determine Access Sequence.
6.
Maintain Procedure Determination (in Background) for Product
Proposal.
7.
Maintain Procedure Determination (Online) for Product Proposal.
15.

Rebate Agreements :

Configuration steps involved

1. IMG -> SD -> Basic Functions ->Billing -> Rebate Processing :
1.
Activate Rebate Processing.
1.
Select billing documents for rebate processing [OVB0].
2.
Activate Sales organizations for rebate processing [OVB1].
2.
Activate in Customer Master Record Sales Area Data Billing Tab
[XD02].
3.
Rebate Agreements.
1.
Define Rebate Agreements.
a)
Define Agreement Types [VB(2].
2.
Condition Type Groups.
a)
Define Condition Type Groups.
b)
Assign Condition Types/Tables to Condition Type Groups.
c)
Assign Condition Types Groups to Rebate Agreement Types
[VB(5].
4.
Condition Technique for Rebate Processing.
1.
Maintain Condition Table for Rebate [OV20].
2.
Maintain Access sequences.
3.
Define Condition Types.
4.
Maintain Pricing Procedures.
5.
VBO1 Create Rebate Agreement.