Paragon SD Configuration

SD Configuration Document
SD Configuration
Document
Last changed on: Last changed by: XX Team Version: Page 1 of 110
1 Organisation Structure
Config-ID and Title: SD00001

Define sales organisation
Organization/Area: SD
ERP Responsible: SD Team
File SD_Config.doc
Name:
Responsibility: SD Team Status: Open / Closed
Header
Description: A organizational unit in Logistics that structures the company according
to its sales requirements.
A sales organization is responsible for selling materials and services.
Transaction Code: SPRO
Menu Path: IMG -> Enterprise Structure -> Definition -> Sales and
Distribution -> Define, copy, delete, check sales organisation
Client dependent settings: Yes
Now, select one sales organisation and click on for entering address and other
details.
Distribution channel
File SD_Config.doc
Name:
Header
Description: A channel through which saleable materials or services reach
customers.
A distribution channel can be assigned to one or more sales
organizations
Distribution -> Define, copy, delete, check distribution channel
Click on the and the below mentioned screen appears


Define Division
File SD_Config.doc
Name:
Header
Description: An organizational unit based on responsibility for sales or profits from
saleable materials or services
Menu Path: IMG -> Enterprise Structure -> Definition -> Logistics General ->
Define, copy, delete, check division
Click on the and the below mentioned screen appears
Double click on the Define division and below shown screen appears
Define Sales office
File SD_Config.doc
Name:
Header
Description: A channel through which saleable materials or services reach
customers.
A distribution channel can be assigned to one or more sales
organizations
Distribution -> Maintain sales office
Define shipping point
File SD_Config.doc
Name:
Header
Description: The shipping points in your company or edit shipping points that already
exist. In order to adapt the functional scope of a shipping point to the
organization in your company.
Menu Path: IMG -> Enterprise Structure -> Define -> Logistics Execution ->
Define, copy, delete, check shipping point
For sales transactions, the system will use the shipping points.
Double click on the shipping points to configure the same. All shipping point codes are
identical to plant codes.
The list of configured shipping point is mentioned.
Complete list of shipping points are attached.
Shp point.xls

Assign sales organisation to
company code
File SD_Config.doc
Name:
Header
Description: This establishes a link between the SD and FI systems. A sales
organization belongs to just one company code.
Menu Path: IMG -> Enterprise Structure -> Assignment -> Sales and
Distribution -> Assign sales organisation to company code

Assign distribution channel to
sales organisation
File SD_Config.doc
Name:
Responsibility: SD Team Status: Closed
Header
Description: As many distribution channels as desired can belong to a sales
organization. In addition, a distribution channel can be valid for several
sales organizations.
Distribution -> Assign distribution channel to sales organisation.

Assign division to sales
organisation
File SD_Config.doc
Name:
Header
Description: As many divisions as desired to a sales organization. Any one division
can belong to several sales organizations.
Distribution -> Assign division to sales organisation.
Complete list of division assignments is attached
Sales org-div.xls

Setup sales area
File SD_Config.doc
Name:
Header
Description: A sales area can be assigned for any combination of sales organization,
distribution channel and division.
Distribution -> Setup sales area.
Complete list of sales area is attached
Sales Area.xls

Assign sales office to sales
area
File SD_Config.doc
Name:
Header
Description: One sales office can belong to several sales areas at the same time.

Distribution -> Assign sales office to sales area.
Sales area-sales
office.xls

Assign sales organisation with
distribution channel and plant
File SD_Config.doc
Name:
Header
Description: In this step, assign any number of plants to a combination of sales
organization and distribution channel. A plant can be assigned more
than once.
Distribution -> Assign sales organisation – distribution channel -
plant
List attached
Sales Org-Dist
Chn-Plant.xls

Assign sales area to credit
control area
File SD_Config.doc
Name:
Header
Description: In this step, you assign the sales area with the credit control area.

Distribution -> Assign sales area with the credit control area

Assign business area to plant
and division.
File SD_Config.doc
Name:
Header
Description: Revenue accounting in Financial Accounting and value postings for
goods movements in Inventory Accounting can be represented
separately for each business area.
Distribution -> Business Area Account Assignment
Click on to do the business area assignment with plant and division.
Click on to assign the business area with plant and division.
plant-div-BA.XLS

Assign shipping point to plant.
File SD_Config.doc
Name:
Header
Description: Revenue accounting in Financial Accounting and value postings for
goods movements in Inventory Accounting can be represented
separately for each business area.
Menu Path: IMG -> Enterprise Structure -> Assignment -> Logistics Execution
 Assign shipping point to plant
Click on to assign the shipping point

Define Common distribution
channel
File SD_Config.doc
Name:
Header
Description: The master data shared by several distribution channels applies to
conditions and customer and material master data. This helps you
minimize the cost of creating and maintaining the master data.
Menu Path: IMG -> Sales and Distribution -> Master data -> Define common
distribution channels

Define Common divisions
File SD_Config.doc
Name:
Header
Description: The common master data across various divisions refer to the
conditions and the customer master data. You thus minimize the
effort of entering and managing master data.
Menu Path: IMG -> Sales and Distribution -> Master data -> Define common
divisions

Define Terms of Payment.
File SD_Config.doc
Name:
Header
Description: In this option, you define the terms of payment for the customer master
records required for sales and distribution. Specify the terms of payment
in the customer master records.
Menu Path: IMG -> Sales and Distribution -> Master data -> Business
Partners  Customers  Billing Document  Terms of Payment
Click to define the terms of payment.
Click on this and then click to view details of the payment terms
List of Payment terms
List of Payment
terms.XLS
2 Sales

Define Sales Document Types
File SD_Config.doc
Name:
Header
Description: The sales document types represent the different business transactions
in Sales and perform a central controlling function for the entire sales
order process.
Menu Path: IMG -> Sales and Distribution -> Sales -> Sales Documents 
Sales Documents Header  Define Sales Document Types
Click on and go to sales document header
Click on and go to Define document types and click on .
List of Order types are mentioned below

Assign Sales Area to Sales
Document Types
File SD_Config.doc
Name:
Header
Description: In this menu option, you allocate the allowed order types to each sales
area group.
Sales Documents Header  Assign Sales Area to Sales
Document Types
Click on to assign the permitted sales area.
Double Click on the Assign sales order types permitted for sales area
sales area-sales
order.XLS

Define Item Categories
File SD_Config.doc
Name:
Header
Description: Item category defines sales relevant features of document items
including planning, pricing, billing or commission relevance .
Sales Documents Item  Define Item categories.
Click on to see the details of the item category.

Assign Item Categories
File SD_Config.doc
Name:
Header
Description: In this menu option, you can specify which item categories the
system proposes during document processing for each sales
document type and item category group. At the same time, you
can specify additional item categories with which the system
default can be overwritten. There is a maximum of three possible
alternative item categories
Sales Documents Item  Assign Item categories.
Item categories are assigned with the sales order types to make the system
understand how the order should work.

Define Schedule line category
File SD_Config.doc
Name:
Header
Description:
Schedule Lines  Define Schedule Line Categories
Click on to define the schedule line categories.
In the schedule lines you assign the movement types, the system will use while the
goods are delivered or taken back. You also mention whether the line item is
relevant for delivery or not.
Click on the to view the schedule line.

Assign Schedule line category
File SD_Config.doc
Name:
Header
Description:
Schedule Lines  Assign Schedule Line Categories
Click on to assign the schedule line categories.
You assign the schedule line categories with the item categories.
3 Pricing

Pricing
File SD_Config.doc
Name:
Header
Description: The following sections describe how pricing is controlled

Menu Path: IMG -> Sales and Distribution -> Basic Functions -> Pricing
Condition Tables
In this activity, you define price dependencies. You can make prices, surcharges, and discounts
dependent on almost all the fields in a document. You define these dependencies using the
condition tables. In a condition table, you define the combination of fields for which you can
create condition records.
Condition Types
Price elements are represented in the SAP system by condition types. Price elements can be, for
example, prices, surcharges, discounts, taxes or, freight, and are stored in the system in
condition records.
Access Sequence
The access sequence is a search strategy which the SAP System uses to search for condition
records valid for a condition type.
For example, you can define for a price that the SAP System first searches for a customer-
specific price and then for a price list price.
Pricing Procedure
A pricing procedure defines how values posted in the SAP system are calculated.
A pricing procedure can consist of the following types of rows:
• Base rows, which contain the amount or quantity to which overhead is applied
• Calculation rows, which contain a percentage rate to be applied to the base lines
• Totals rows, which contain a sum of base amounts and calculated amounts
Define Condition table
To create a new condition table double click on the “Create condition tables” line.
Here you to give the number of the new condition table. SAP has reserved the condition table
number range till 900. The customised condition table should start after 900.
Define Condition type
Condition tables are client independent
To create a new condition type, double click on the “Maintain condition type” line.
List of Condition type
Cond
type Description
ZABT Abatement
ZAM6 Rule 6 (3) B
IN A/R
ZASS Assessable Va
ZASV Assessable Val
ZCD Prc - Cr & Dr
ZDIM Manual Discount
ZDIP Dis.
ZDIS 100% of excise
Sale price -
ZEXP Exports
ZFRT Freight
ZHEC Sec Edu Cess
Int. Co. price
ZINT AFS
ZMRP MRP - AFS
ZPR0 Price
ZPRC Price
ZPRS Cost - Depot
Base for tax on
ZRUB cess
ZSAF Sale price - AFS
ZSFT ST price
Int. Co. pric
ZSIN NonAFS
Sale price -
ZSLP Falcon
ZSOS Sale price - SOS
Sale price -
ZSPT Tyres
Social Security
ZSSC Cess
Stck Transfer
ZSTF Rate
ZTCS TCS
ZTOC Tax on Cess
ZTOV Add. tax on Vat
JCST CST
JLST LST
JEXP Excise
JCES Edu Cess
To maintain the details of a condition type select the condition type and click on .
Condition types can be defined as taxes, discounts, prices etc. This helps the pricing
procedures how to treat the condition types.
 Prices are always quantity based.
 Discounts can be percentage or fixed amount
 Surcharges are percentage based.
The condition type which will be used as an AFS pricing (for e.g. the condition
record which will be maintained with grid value, requirement category etc) should
be marked as AFS condition type.
Access sequences are client-independent
To create new access sequences double click on the “Maintain Access Sequence” line
The access sequences are attached with the condition types.
The condition tables are attached in the access sequences for the condition type to pick
up the value.
To attach the condition table select the access sequence and double click on “Accesses”.
In the above screen shot “10” is the access number and “5” is the condition table.
Exclusive indicator is marked because if the system finds any value in the first access
sequence then the system will not go to the next one.
To find out the fields which is there in the condition table, then select the line and click on
.
Clicking on you can define and assign pricing procedures
To define the pricing procedure, double click on the “Maintain Pricing Procedure”.
List of Pricing procedures
Proced Description
ure
Cr and Dr Note - Fal.
ZCRDRF & Tyre
ZINCNS Consignment
ZINEXP Export Sale
ZINFAC Factory Sales
ZINFAL Falcon Sales
ZININT Intercompany Sales
ZINMIS Miscellaneous
Intercompany Rubber
ZINRUB sale
Pricing proc. sale of
ZINSOS service
ZINSTO Stock Transfer
ZINTYR Tyre Sales
Samples &
ZSMPL Replacements
ZSTONF Stock Transfer - AFS
To configure the pricing procedure you have to select the pricing procedure and double
click on .
Step: This number determines the sequence of the conditions within a procedure
Cntr: Access number of the conditions within a step in the pricing procedure. During automatic
pricing, the system takes into account the sequence specified by the counter.
Ctyp: Condition type
Description: Description of the condition type
Fro: Condition step, the value of which is the basis for percentage surcharges.
To: Condition step up to which the condition values of the previous steps are totalled.
Percentage surcharges are calculated on the basis of the total.
Man: Marking this denotes whether the condition type has to be entered manually or automatic
while creation of sales orders.
Mdt: Marking this check box denotes that particular condition type is mandatory and the
system doesn’t allow to save until and unless that condition type exists in the sales order.
Stat: Marking this field denotes that the value of the condition type will not be posted to FI.
P: Controls issue of condition lines when printing documents such as order confirmations or
invoices.
SubTo: Controls whether and in which fields condition amounts or subtotals (for example, a
customer discount or the cost of a material) are stored.
Reqt: A possible requirement would be, for example, that a difference should be made between
document currency and local currency.
AltCty: Alternative formula to the formula in the standard system that determines a condition.
AltCBV: Formula for determining the condition basis as an alternative to the standard.
ActKy: The account key enables the system to post amounts to certain types of revenue
account.
Accrls: With the aid of the account key, the system can post amounts to certain types of accruals
accounts.
Determines which pricing procedure the system should apply when you create a sales
document for the customer
In this option you specify the determination of pricing procedure for this type of sales
document.
In this section you assign the document pricing procedure with the sales order types. On
the basis of that the system will up the appropriate pricing procedure while creation of
sales orders.
In this option you define the which pricing procedure the system should pick up with the
combination of sales area, document pricing procedure and customer pricing procedure.
4 Revenue Determination

Revenue Account
Determination
File SD_Config.doc
Name:
Header
Description: A process to establish the revenue accounts to which prices,
discounts, and surcharges are posted.The system uses
conditions to determine the appropriate accounts. the control of
revenue account determination for transferring billing values from
the SD module to the FI module. Revenue account determination
is carried out using the condition technique.
Menu Path: IMG -> Sales and Distribution -> Basic Functions -> Account
Assignment / Costing
Click on to define the revenue account determination
To determine the revenue account the system checks the account assignment groups in the
material master as well as in the customer master.
A group of materials with the same accounting requirements is maintained in the material account
assignment group. This is used by the system when creating an accounting document from a billing
document to determine the revenue or sales deduction account.
Account assignment group for the customer is the group to which the system automatically posts
the sales documents. The system uses the account assignment group as one of the criteria
during the automatic determination of revenue accounts. The system automatically proposes
the account assignment group from the customer master record of the payer.
In this menu option, you define the dependencies of revenue account determination. To do this,
you can store the combination of criteria on which account determination should depend in an
account determination table.
You can select the following criteria for an account determination table:
• Condition type
• Chart of accounts
• Account group customer
• Account group material
• Account key
• Sales organization
• Distribution channel
• Plant
The system determines the revenue account through condition tables.
The above shown screen shot shows the standard condition tables for determining the revenue
account determination.
Recommendation: It is recommended that the standard condition tables should be used until
and unless there is a very specific business requirement to create a customised condition table
for determining revenue account.
In this section you define a new field for determining revenue if the field is not available as
shown in the below screen shot.
In this menu option, you define access sequences and account determination types for automatic revenue
account determination.
Using the access sequence, you define
• with which condition tables the SAP System is to access condition records
• in which sequence the condition tables are to be read
• with which field contents the condition records are to be read
In the account determination type, you define the control data access sequence and validity date.
Default settings
• Five access sequences are defined in the standard SAP R/3 System, for example, the access
sequences:
o chart of accounts/sales org./acct. group. cust./acct. group mat./account key
o chart of accounts/sales org./account keys
• In the standard SAP R/3 System, an account determination type is stored with the key "KOFI".
With these entries, you can initiate automatic account determination to be carried out by the SAP System.
The standard access sequence is called “KOFI”. All the condition tables are attached to
this access sequence.
Recommendation: It is recommended to use the standard access sequence for determining of

revenue account.
To define the condition tables in the access sequence select the access sequence and
click on .
To view the fields of the condition tables select the condition table and click on .
In this menu option you define your account determination procedures and allocate them to the
billing types.
In an account determination procedure, you define the sequence in which the SAP System
should read the account determination types used for revenue account determination.
You allocate the account determination procedures to the billing types for which a corresponding
account determination is to be carried out.
To define the account determination procedure double click on the line.
KOFI00 is the standard procedure for account determination.
Usage: C: Account Determination

Application: V: Sales and Distribution
Recommendation: It is recommended that the standard procedure should always be used

for account determination.
In this option, you define the assignment of account determination with the Billing types (Invoice
document types).
You define your account keys in this menu option and allocate them to the condition types in the
pricing procedures.
With the account keys, you group together similar accounts in financial accounting. Using the
account key, the SAP System finds the desired G/L accounts.
This way you can allocate a separate account key to each condition type within a pricing
procedure to implement detailed revenue account determination.
For example, you can allocate a freight condition to a freight revenue account, or a surcharge for
packaging costs to a corresponding account for packaging revenues
As mentioned earlier (Pricing Procedure), the account keys are the keys with which the system
posts the value to the FI.
In this option you assign the account keys with the pricing procedure.
In this menu option, you allocate G/L accounts for revenue account determination. You have to
make the allocation for every access sequence you have defined beforehand.
A variety of criteria is valid for a G/L account, depending on the key combination. For the key
combination "Customer account determination group/Account key" a G/L account depending
upon the following criteria, for example, is given:
• Application (key for SD application)
• Account determination type
• Chart of accounts (from the module FI)
• Sales organization
• Customer account determination group
• Account key
Double click on one of the condition table and then you can assign the G/L accounts
In this there are 1 chart of accounts.
1. PRGN
5. Allocation Run type

Allocation
File SD_Config.doc
Name:
Header
Description: In this section you make settings for Allocation Run
Transaction Code: J3AS
Menu Path: Arun DetailArun type
Double click on the Arun type to display the detailed view.
Here, you can define your own set of validations like at the time of Allocation run system should
not consider or system should select the sales order stock also etc
In the requirement check it has been defined that the system should not consider the sales order
which has been blocked for credit.
Requirement Selection
Allocation
File SD_Config.doc
Name:
Header
Menu Path: Arun DetailSelectionRequirement Selection
Here customized rule type can be defined where by the system will not only consider the
sales orders but also another type for which customizing is done.
Stock Selection
Allocation
File SD_Config.doc
Name:

Menu Path: Arun DetailSelectionStock Selection
Select the stock selection and click on the .
Select the stock selection and double click on the allowed segments. The ZSMT stock
selection has been created for the allocation run for Stock transport order.
In the above screen we have only selected CLABS and KALAB, this s because at the
time of allocation run the system will check the unrestricted use stock (CLABS) and for
MTO scenario system will only check the stock(KALAB) assigned at the sales order.
Cross Applications
Allocation
File SD_Config.doc
Name:

Menu Path: Cross applicationsPO Handling
Now select the Define allocation for Stock transport order AFS
In this section assign the STO order type with the Allocation run type which has been
created earlier.
Set up stock transport order

Set up Stock Transport Order
File SD_Config.doc
Name:
Description: In this section you make settings for Stock Transport Orders
Menu Path: Materials ManagementPurchasingPurchase Order Set up
stock traport order
Click on to define the shipping data for plants.
System displays all the plants which have been created in the system.
Double click on the plant code and system displays the below screen
Define the sales area for which the stock transport will be created.
Create the plant as a customer in the golden master client with the sales area which you
mention in the above screen.
Assign delivery type with checking rule
In the above screen the PO type is assigned with supplying plant, delivery type and
checking rule.
Assign document type, one step procedure
Logistics execution

Logistic Execution (Delivery)
File SD_Config.doc
Name:
Header
Description: In this section you make settings for Logistics Execution
Menu Path: IMG -> Logistics Execution  Shipping Basic shipping
functionsShipping point and goods receiving point
determination Assign shipping point
Click on the icon .
In this screen the shipping point is assigned with Shipping conditions, Loading group and
plant
Logistics execution

File SD_Config.doc
Name:
Header
Menu Path: IMG -> Logistics Execution  Shipping DeliveriesDefine
Delivery types
Click on the icon .
Logistics execution

File SD_Config.doc
Name:
Header
Item categories
Click on the icon
Double click on the Item categories to define.
Logistics execution

File SD_Config.doc
Name:
Header
Item category determination in deliveries
Logistics execution

File SD_Config.doc
Name:
Header
Menu Path: IMG -> Logistics Execution  Shipping Copying
controlSpecify copy control for delveries
The copy control of delivery is maintained in the combination of sales document type and
delivery type. The copy control is configured in 2 levels mentioned below
 Header
 Item
To define the header levels select the line and click on
To define the item level, select the target and source document type and click on
Select the appropriate item category and click on .
6 Billing

Billing
File SD_Config.doc
Name:
Header
Menu Path: IMG -> Sales and Distribution  Billing
Click on to define the billing types
Double Click on the line item to define the billing types
To define the relevant copy control, double click on the relevant line item.
Item Level Copy Control

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SD Configuration Document

Config-ID and Title: SD00001

Click on the and the below mentioned screen appears

Config-ID and Title: SD00003

Click on the and the below mentioned screen appears

The list of configured shipping point is mentioned.

Complete list of shipping points are attached.

Config-ID and Title: SD00006

Config-ID and Title: SD00007

Config-ID and Title: SD00008

Complete list of division assignments is attached

Config-ID and Title: SD00009

Complete list of sales area is attached

Config-ID and Title: SD00010

Transaction Code: SPRO

Config-ID and Title: SD00011

Config-ID and Title: SD00012

Transaction Code: SPRO

Config-ID and Title: SD00013

Click on to do the business area assignment with plant and division.

Click on to assign the business area with plant and division.

Config-ID and Title: SD00014

Click on to assign the shipping point

Config-ID and Title: SD00015

Config-ID and Title: SD00016

Config-ID and Title: SD00017

Click to define the terms of payment.

List of Payment terms

Config-ID and Title: SD00019

Click on and go to sales document header

Click on and go to Define document types and click on .

List of Order types are mentioned below

Config-ID and Title: SD00020

Click on to assign the permitted sales area.

Config-ID and Title: SD00021

Click on to see the details of the item category.

Config-ID and Title: SD00026

Config-ID and Title: SD00027

Click on to define the schedule line categories.

Click on the to view the schedule line.

Config-ID and Title: SD00028

Click on to assign the schedule line categories.

Config-ID and Title: SD00030

Transaction Code: SPRO

A pricing procedure can consist of the following types of rows:

Define Condition table

Define Condition type

List of Condition type

 Prices are always quantity based.

 Discounts can be percentage or fixed amount

 Surcharges are percentage based.

Access sequences are client-independent

The access sequences are attached with the condition types.

Clicking on you can define and assign pricing procedures

List of Pricing procedures

Ctyp: Condition type

Description: Description of the condition type

Config-ID and Title: SD00032

Click on to define the revenue account determination

• Account group customer

• Account group material

The system determines the revenue account through condition tables.

• in which sequence the condition tables are to be read