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SAP Best Practice
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EHP4 for SAP ERP 6.0
March 2010
English
Enterprise Structure (101)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices Enterprise Structure (101): Configuration Guide
Copyright
© 2010 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
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Cross-references to other documentation.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
ContentEnterprise Structure.................................................................................................................. 6
1 Purpose............................................................................................................................. 6
2 Preparation........................................................................................................................ 6
2.1 Prerequisites............................................................................................................6
3 Configuration.....................................................................................................................6
3.1 Defining Transportation Zones................................................................................6
3.2 Creating Controlling Area........................................................................................7
3.3 Creating Credit Control Area...................................................................................7
3.4 Creating Company Code.........................................................................................8
3.5 Entering Global Parameters for Company Code.....................................................9
3.6 Checking for Duplicate Invoices............................................................................10
3.7 Configuring Price Change in Previous Period/Year...............................................10
3.8 Assigning Company Code to Controlling Area.......................................................11
3.9 Assigning Company Code to Credit Control Area..................................................11
3.10 Creating Personnel Area.......................................................................................12
3.11 Creating Personnel Subareas................................................................................12
3.12 Defining and Assigning Sales Organization...........................................................13
3.12.1 Defining Sales Organization..............................................................................13
3.12.2 Assigning Sales Organization to Company Code..............................................14
3.13 Defining Distribution Channel................................................................................15
3.14 Assigning Distribution Channel to Sales Organization...........................................15
3.15 Creating Divisions..................................................................................................16
3.16 Assigning Division to Sales Organization..............................................................16
3.17 Setting up Sales Area............................................................................................17
3.18 Defining Common Distribution Channels...............................................................18
3.19 Defining Common Divisions...................................................................................18
3.20 Creating Purchasing Organization.........................................................................19
3.21 Assigning Purchasing Organization to Company Code.........................................19
3.22 Defining Valuation Area.........................................................................................20
3.23 Creating Plant........................................................................................................20
3.23.1 Defining Plant....................................................................................................20
3.23.2 Defining Plant Parameters.................................................................................21
3.23.3 Assigning Plant to Company Code....................................................................21
3.23.4 Assigning Standard Purchasing Organization to Plant......................................22
3.24 Assigning Sales Organization - Distribution Channel - to Plant.............................22
3.25 Assigning Purchasing Organization to Plant..........................................................23
3.26 Defining Shipping Points........................................................................................24
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SAP Best Practices Enterprise Structure (101): Configuration Guide
3.27 Assigning Shipping Point to Plant..........................................................................24
3.28 Defining Loading Groups.......................................................................................25
3.29 Defining Transportation Groups.............................................................................25
3.30 Defining Shipping Conditions.................................................................................26
3.31 Shipping Point Determination................................................................................26
3.32 Creating Storage Location.....................................................................................29
3.33 Defining Storage Conditions..................................................................................29
3.34 Assigning Picking Locations..................................................................................30
3.35 Creating Sales Office.............................................................................................30
3.36 Assigning Sales Office to Sales Area....................................................................31
3.37 Maintaining Sales Group.......................................................................................32
3.38 Assigning Sales Group to Sales Office..................................................................32
3.39 Maintaining Transportation Planning Point............................................................32
3.40 Creating Purchasing Group...................................................................................33
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SAP Best Practices Enterprise Structure (101): Configuration Guide
Enterprise Structure
1 PurposeThis configuration guide provides the information that you need to manually set up configuration of this building block.
If you do not want to configure manually and prefer to use an automated installation process using BC sets and other tools, refer to the installation guide for this building block.
2 Preparation
2.1 PrerequisitesBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline Package .
3 Configuration
3.1 Defining Transportation Zones
UseIn this activity, you define transportation zones according to country and depending on your company's needs. Transportation zones represent delivery recipient (ship-to party) regions or delivery shipper (vendor) regions.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Alternative IMG paths:
Sales and Distribution Basic Functions Routes Route Determination Define Transportation Zones
OR
Logistics Execution Shipping Basic Shipping Functions Routes Route Determination Define Transportation Zones
OR
Logistics Execution Transportation Basic Transportation Functions Routes Route Determination Define Transportation Zones
Transaction Code OVR1
2. On the Change View “Customers: Transportation Zones”: Overview screen, choose New Entries to enter:
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SAP Best Practices Enterprise Structure (101): Configuration Guide
Ctry TranspZone Description
GB 0000000001 Region east
GB 0000000002 Region west
GB GB00010000 Southern England
GB GB00020000 Northern England
GB GB00030000 Central England
GB GB00040000 N. Ireland
GB GB00050000 Scotland
GB GB00060000 Wales
3. Choose Save.
3.2 Creating Controlling Area
UseIn this step, you define your controlling area. The controlling area is an organizational unit in Accounting used to subdivide the business organization from a cost accounting standpoint.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Controlling Maintain Controlling Area
Transaction Code OX06
2. On the Change View “Basic data”: Overview screen, choose New Entries to enter the following data:
Controlling Area
Name CoCd->CO Area
Currency Type
Currency
Chart of Accts
FY Variant
1000 Controlling area 1000
Cross-company-code cost accounting
30 GBP BPGB K4
3. Choose Save.
3.3 Creating Credit Control Area
Use
In this step, you define your credit control areas. The credit control area is an organizational unit that specifies and checks a credit limit for customers.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
A credit control area can include one or more company codes. It is not possible to assign a company code to more than one control area. Within a credit control area, the credit limits must be specified in the same currency.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Financial Accounting Define Credit Control Area
Transaction Code OB45
2. On the Change View “Credit Control Areas”: Overview screen, choose New Entries to enter the following data:
Credit Control Area
Description Currency Update FY Variant
1000 Credit control area 1000
GBP 000012 K4
4. Choose Save.
3.4 Creating Company Code
UseIn this activity you create your company code. The company code is an organizational unit used in accounting. It is used to structure the business organization from a financial accounting perspective.
If you would like to create several company codes, it’s recommended to create it as a copy of an existing company code. This has the advantage that you also copy the existing company code-specific parameters. If necessary, you can then change certain data in the relevant application.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Financial Accounting Edit, Copy, Delete, Check Company Code
Transaction Code OX02
2. On the Choose Activity dialog box, choose Edit Company Code Data.
3. On the Change View “Company Code”: Overview screen, choose New Entries to enter the following data.
Company Code Company Name City Country Currency Language
1000 SAP Best Practices London GB GBP EN
4. Choose Save.
5. Maintain the address data for your Company Code.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
3.5 Entering Global Parameters for Company Code
UseIn this activity, you can make various global specifications for the company code. In addition, you can look at the most important specifications of the company code at any time in the overview. This includes, among other things, the chart of accounts and the fiscal year variant.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Financial Accounting Financial Accounting Global Settings Company Code Enter Global Parameters
Transaction Code OBY6
2. On the Change View “Company Code Global Data”: Overview screen, switch the screen to Change mode, if necessary.
3. Select the line with Company Code 1000.
4. Choose Details.
5. On the Change View “Company Code Global Data”: Details screen, enter the following data:
Accounting organization
Chart of accts BPGB
Company
Credit control area 1000
Fiscal Year Variant K4
Processing parameters
Document entry screen variant 2
Field status variant 0010
Pstng period variant 0010
Max. Exchange rate deviation 10
Workflow variant 0001
Negative postings X
Cash Management activated X
6. Choose Save.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
3.6 Checking for Duplicate Invoices
Use
In this step, you specify for each company code that the system is to check for duplicate invoices when invoices are entered.
This check prevents incoming invoices being accidentally entered and paid more than once.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management Logistics Invoice Verification Incoming Invoice Set Check for Duplicate Invoices
Transaction Code SM30 with Customizing Object V_169P_DC
2. On the Change View “Duplicate Invoice Check”: Overview screen, switch the screen to Change mode, if necessary.
3. Select the line with CoCd (Company Code) 1000.
4. Choose Details.
5. On the Change View “Company Code Global Data”: Details screen, enter the following data:
CoCd Name Check co. code Check reference Check inv. date
1000 SAP Best Practices X X X
6. Choose Save.
3.7 Configuring Price Change in Previous Period/Year
Use
In this IMG activity, you configure price changes in the previous period or year.
Within the framework of inflation accounting in Materials Management (MM), the system can post the replacement cost resulting from replacement cost valuation (Market Price Determination or Inflation Index Adjustment) as a price change in Financial Accounting (FI). You make the system settings in this IMG activity if you want a price change that was posted in the previous period to be carried forward to the current period.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management Valuation and Account Assignment Balance Sheet Valuation Procedures Determine Re-acquisition price adjusting for inflation Price Changes Configure Price Change in Previous Period/Previous Year
Transaction Code OMRN
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SAP Best Practices Enterprise Structure (101): Configuration Guide
2. On the Change View “Price Change in Previous Period, not in Current Period”: Overview screen, switch the screen to Change mode, if necessary.
3. Select the line with CoCd (Company Code) 1000.
4. Enter the following data:
CoCd Price carr. over
1000 [check box empty]
5. Choose Save.
3.8 Assigning Company Code to Controlling Area
UseIn this step you assign the company codes for which you want to carry out common cost controlling to a controlling area.
You may carry out cross-company code cost accounting only by explicitly assigning the company codes to a controlling area.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Controlling Assign company code to controlling area
Transaction Code OX19
2. On the Change View “Basic data”: Overview screen, select the line with COAr (controlling area) set to 1000.
3. Double-click the folder Assignment of company code(s).
4. Enter the following data:
CoCd Company name
1000 SAP Best Practices
5. Choose Save.
3.9 Assigning Company Code to Credit Control Area
UseIn this step, you assign company codes to a credit control area.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Financial Accounting Assign company code to credit control area
Transaction Code OB38
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SAP Best Practices Enterprise Structure (101): Configuration Guide
2. On the Change View “Assign company code -> credit control area”: Overview screen, find the lines with CoCd (Company Code) set to 1000.
3. Enter the following data:
CoCd Company Name City CCAr Overwrite CC area
1000 SAP Best Practices London 1000 X
4. Choose Save.
3.10 Creating Personnel Area
UseIn this step, you assign personnel areas. The personnel area is an organizational unit that represents a specific area of the enterprise and is organized according to aspects of personnel, time management and payroll. A personnel area is divided into several personnel subareas.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Human Resources Management Personnel Areas
Transaction Code SM30 with Customizing Object T500P
2. In the Choose Activity dialog box, choose Human Resources definition | Personnel areas.
3. On the Change View “Personnel Areas”: Overview screen, choose New Entries.
4. Enter the following data:
Personnel area
1000 Region 1000
1100 Region 1100
5. Choose Save.
3.11 Creating Personnel Subareas
UseIn this step, you assign personnel subareas. A personnel subarea is an organizational unit that represents a specific area of the company organized according to certain aspects of personnel, time management and payroll.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Human Resources Management Personnel Subareas
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SAP Best Practices Enterprise Structure (101): Configuration Guide
Transaction Code SM30 with Customizing Object V_T001P
2. In the IMG activities overview dialog box, choose Human Resources definition |Personnel subareas.
3. In the Choose Activity dialog box, choose Create Personnel subareas.
4. In the Determine Work Area: Entry dialog box, enter 1000, and choose Enter.
5. On the Change View “Personnel Area/Subarea”: Overview screen, choose New Entries.
6. Enter the following data.
Personnel subarea Pers. Subarea text
1010 City 1
1020 City 2
7. Choose Save.
3.12 Defining and Assigning Sales Organization
3.12.1 Defining Sales Organization
UseIn this step, you define the sales organizations in your company.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Sales and Distribution Define, copy, delete, check sales organization
Transaction Code OVX5
2. On the Change View “Sales organizations”: Overview screen, choose New Entries.
3. Enter the following data:
Field Value entered
Sales Organization 1000
(Description) Dom. Sales Org
Statistics currency GBP
Address text name ADRS_SENDER
Letter header text ADRS_HEADER
Footer lines text ADRS_FOOTER
Greeting text name ADRS_SIGNATURE
Cust. Inter-co.bill
4. Choose Save and Back.
5. Choose New Entries.
6. Enter the following data.
Field Value entered
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SAP Best Practices Enterprise Structure (101): Configuration Guide
Sales Organization 1100
(Description) Int. Sales Org
Statistics currency GBP
Address text name ADRS_SENDER
Letter header text ADRS_HEADER
Footer lines text ADRS_FOOTER
Greeting text name ADRS_SIGNATURE
Cust. Inter-co.bill
7. Maintain the Address Data for each sales organization.
8. Choose Save.
3.12.2 Assigning Sales Organization to Company Code
UseIn this step, you assign a sales organization to your company code. You can use this step to define the allocation of sales organizations to company codes. This establishes a link between the SD and FI systems. A sales organization belongs to just one company code.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
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SAP Best Practices Enterprise Structure (101): Configuration Guide
IMG Menu Enterprise Structure Assignment Sales and Distribution Assign sales organization to company code
Transaction Code OVX3
2. On the Sales Organizations -> Company Code: Overview screen, select Sales Organization 1000 and 1100 and assign both to Company Code 1000.
3. Choose Save.
3.13 Defining Distribution Channel
UseIn this step, you define the distribution channels in your company, adapting the functional scope of a distribution channel to your organization.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Sales and Distribution Define, copy, delete, check distribution channel.
Transaction Code OVXI
2. In the Choose Activity dialog box, choose Define distribution channel.
3. On the Change View “Distribution Channels”: Overview screen, choose New Entries.
4. Enter the following data.
Distr. Channel Name
10 Direct Sales
20 Wholesale
30 Other Sales
5. Choose Save.
3.14 Assigning Distribution Channel to Sales Organization
UseIn this step, you allocate the distribution channels to a sales organization. In this case as many distribution channels as desired can belong to a sales organization. In addition, a distribution channel can be valid for several sales organizations.
ProcedureCarry out the following steps:
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SAP Best Practices Enterprise Structure (101): Configuration Guide
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Sales and Distribution Assign distribution channel to sales organization
Transaction Code OVXK
2. On the Sales Organization Distribution Channels: Overview screen, choose New Entries and maintain the following assignments:
SOrg Name DChl Name
1000 Dom. Sales Org 10 Direct Sales
1000 Dom. Sales Org 20 Wholesale
1000 Dom. Sales Org 30 Other Sales
1100 Int. Sales Org 10 Direct Sales
1100 Int. Sales Org 20 Wholesale
1100 Int. Sales Org 30 Other Sales
3. Choose Save.
3.15 Creating Divisions
UseIn this step, you define the divisions at your company. You use divisions to group together materials, products, or services. The system uses the division to determine the sales areas and business areas to which a material, product, or service is assigned.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics - General Material Master Settings for Key Fields Define Divisions
Transaction Code OMSP
2. On the Change View “Divisions”: Overview screen, choose New Entries.
3. Enter the following data:
Division Name
10 Product Division 10
20 Product Division 20
4. Choose Save.
3.16 Assigning Division to Sales Organization
UseIn this step, you allocate as many divisions as desired to a sales organization. Any one division can belong to several sales organizations.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Sales and Distribution Assign division to sales organization
Transaction Code OVXA
2. On the Assignment Sales Organization - Division: Overview screen, choose New Entries and create the following entries:
SOrg. Name Dv Name
1000 Dom. Sales Org 10 Product Division 10
1000 Dom. Sales Org 20 Product Division 20
1100 Int. Sales Org 10 Product Division 10
1100 Int. Sales Org 20 Product Division 20
3. Choose Save.
3.17 Setting up Sales Area
UseIn this step, you set up the sales areas. You can create a sales area for any combination of sales organization, distribution channel and division.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Sales and Distribution Set up sales area
Transaction Code OVXG
2. On the “Assignment Sales Org. – Distribution Channel – Division” screen, choose New Entries and create the following entries:
SOrg. Name DChl Name Dv Name
1000 Dom. Sales Org 10 Direct Sales 10 Product Division 10
1000 Dom. Sales Org 20 Wholesale 10 Product Division 10
1000 Dom. Sales Org 30 Other Sales 10 Product Division 10
1100 Int. Sales Org 10 Direct Sales 10 Product Division 10
1100 Int. Sales Org 20 Wholesale 10 Product Division 10
1100 Int. Sales Org 30 Other Sales 10 Product Division 10
3. Choose Save.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
3.18 Defining Common Distribution Channels
UseIn this menu option, you define common distribution channels.
You use this menu item to define distribution channels which have common master data. The allocation is valid within a sales organization.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Define Common Distribution Channels
Transaction Code VOR1
2. On the Change View “Dist.Channel per Sales Org.- Assign Master Data”: Overview screen, make the following entries.
SOrg. DChi Name DCh-Conds
Name DCh-Cust/Mt
Name
1000 10 Direct Sales 10 Direct Sales 10 Direct Sales
1000 20 Wholesale 20 Wholesale 20 Wholesale
1000 30 Other Sales 30 Other Sales 30 Other Sales
1100 10 Direct Sales 10 Direct Sales 10 Direct Sales
1100 20 Wholesale 20 Wholesale 20 Wholesale
1100 30 Other Sales 30 Other Sales 30 Other Sales
3. Choose Save.
3.19 Defining Common Divisions
UseIn this step, you define the divisions that common master data should apply to. The definition is valid within each sales organization.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Master Data Define Common Divisions
Transaction Code VOR2
2. On the Change View “Org.Unit: Divisions per Sales Org – Assign Master Data”: Overview screen, make the following entries:
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SAP Best Practices Enterprise Structure (101): Configuration Guide
SOrg. Dv Name DivCon Name DivCus Name
1000 10 Product Division 10
10 Product Division 10
20 Product Division 10
1000 20 Product Division 20
20 Product Division 20
20 Product Division 20
1100 10 Product Division 10
10 Product Division 10
20 Product Division 10
1100 20 Product Division 20
20 Product Division 20
20 Product Division 20
3. Choose Save.
3.20 Creating Purchasing Organization
UseIn this step, you create a purchasing organization in your company.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Materials Management Maintain purchasing organization
Transaction Code OX08
2. On the Change View “Purchasing Organizations”: Overview screen, choose New Entries.
3. Enter the following data:
Purch. Organization Purch. org. descr.
1000 Purchasing Org. 1000
4. Choose Save.
3.21 Assigning Purchasing Organization to Company Code
UseIn this step, you assign purchasing organizations to company codes.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Materials Management Assign purchasing organization to company code
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SAP Best Practices Enterprise Structure (101): Configuration Guide
Transaction Code OX01
2. On the Purchasing Organizations -> Company Code: Overview screen, select Company Code 1000 and assign it to Purchasing organization 1000.
3. Choose Save.
3.22 Defining Valuation Area
UseIn this step, you define a valuation area in your company.
A plant can only belong to one company code.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Logistics - General Define valuation level
Transaction Code OX14
2. On the Valuation Level screen, set the button Valuation area is a plant.
3. Choose Save.
3.23 Creating Plant
3.23.1 Defining Plant
UseIn this step you assign each plant to a company code.
A plant can only belong to one company code.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Logistics - General Define, copy, delete, check plant
Transaction Code OX10
2. In the Choose Activity dialog box, choose Define Plant.
3. On the Change View “Plants”: Overview screen, choose New Entries, and make the following entries.
Plnt Name 1
1000 Plant 1
1100 Plant 2
4. Maintain the address data for each plant.
5. Choose Save.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
3.23.2 Defining Plant Parameters
UseIn this step, you make general plant settings.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management Inventory Management and Physical inventory Plant Parameters
Transaction Code SM30 with Customizing Object V_159L
2. On the Change View “General plant settings in inventory Management”: Overview screen, choose New Entries.
3. Select Plant 1000, and make the following entries:
Field Entry
Del. Compl. Default X
BBD/Prod Date X
BOM Usage 1
BOM Application BEST
Trans./Event Type WV
Stock type 1
Alternative unit X
Batch in background X
Movement allowed X
Days mvt. Allowed 10
Retention period 30
4. Choose Save, and Back.
5. Repeat steps 2 to 4, replacing 1000 with 1100.
6. Choose Save.
3.23.3 Assigning Plant to Company Code
UseIn this step, you assign each plant to a company code. A plant can only belong to one company code.
Procedure Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Logistics - General Assign Plant to Company Code
Transaction Code OX18
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SAP Best Practices Enterprise Structure (101): Configuration Guide
2. On the Allocation of Plants -> Company Code: Overview screen, make the following assignments.
CoCD Plnt
1000 SAP Best Practices 1000 Plant 1
1100 Plant 2
3. Choose Save.
3.23.4 Assigning Standard Purchasing Organization to Plant
UseIn this step, you assign a standard purchasing organization to a plant. If several purchasing organizations procure for a certain plant, you can define one of them as the standard purchasing organization for the transactions.
Procedure Carry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Materials Management Assign Standard Purchasing Organization to Plant
Transaction Code OMKI
2. On the Change View “Default Purchasing Organization”: Overview screen set 1000 as the Standard Purchasing Organization, as follows.
Plnt POrg Name 1
1000 1000 Plant 1
1100 1000 Plant 2
3. Choose Save.
3.24 Assigning Sales Organization - Distribution Channel - to Plant
UseIn this step, you assign any number of plants to a combination of sales organization and distribution channel. A plant can be assigned more than once.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Sales and Distribution Assign sales organization – distribution channel – plant
Transaction Code OVX6
2. On the Plants -> Sales Organization/Distribution Channel”: Overview screen, make the following assignments.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
Sales organization/distribution channel Assign to Plants
1000 10 Dom. Sales Org Direct Sales 1000 Plant 1
1100 Plant 2
1000 20 Dom. Sales Org Wholesale 1000 Plant 1
1100 Plant 2
1000 30 Dom. Sales Org Other Sales 1000 Plant 1
1100 Plant 2
1100 10 Int. Sales Org Direct Sales 1000 Plant 1
1100 Plant 2
1100 20 Int. Sales Org Wholesale 1000 Plant 1
1100 Plant 2
1100 30 Int. Sales Org Other Sales 1000 Plant 1
1100 Plant 2
3. Choose Save.
3.25 Assigning Purchasing Organization to Plant
UseIn this step, you assign purchasing organizations to the plants for which they are responsible.
You have the following options:
One purchasing organization procures for one plant.This is plant-specific purchasing.
One purchasing organization procures for several plants.
Several purchasing organizations procure for one plant.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Materials Management Assign purchasing organization to plant
Transaction Code 0X17
2. On the Plants -> Purchasing Organization: Overview screen, make the following assignments.
POrg Description Plnt Name 1
1000 Purch. Org 1000 1000 Plant 1
1000 Purch. Org 1000 1100 Plant 2
3. Choose Save.
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3.26 Defining Shipping Points
UseIn the step, you define the shipping points and adapt them to your organization.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point
Transaction Code OVXD
2. In the Choose Activity dialog box, choose Define Point.
3. On the Change View “Shipping Points”: Overview screen, choose New Entries, and make the following entries.
Shipping Point
Description Departure/Transportation Zone
Factory Calendar
1000 Shipping Point 1000
0000000001 01
100R Shipping Point 100R
0000000001 01
1100 Shipping Point 1100
0000000001 01
100R Shipping Point 110R
0000000001 01
4. Choose Save.
3.27 Assigning Shipping Point to Plant
UseIn this step you allocate as many shipping points as desired to the plants. Any one shipping point can belong to several plants.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Logistics Execution Assign shipping point to plant
Transaction Code OVXC
2. On the Shipping Points -> Plants: Overview screen, make the following assignments.
Plants Assign to Shipping Points
1000 Plant 1 Shipping Point 1000
Shipping Point 100R
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Plants Assign to Shipping Points
1100 Plant 2 Shipping Point 1100
Shipping Point 110R
3. Choose Save.
3.28 Defining Loading Groups
UseIn this step you define the loading groups. You enter the loading groups defined here in the material master record for the sales data for each plant.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Loading Groups
Transaction Code OVSX
2. On the “Routes:Loading Groups”: Overview screen, make the following entries.
LGrp Description
0002 Crane
0003 Forklift
0004 Manual
3. Choose Save.
3.29 Defining Transportation Groups
UseIn this step you define the transportation groups. You specify the transportation groups defined here in sales/plant data of the material master record. The transportation group is copied into the delivery item.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution Basic Functions Routes Route Determination Define Transportation Groups
Transaction Code OVSY
2. On the Change View “Deliver Scheduling: Transportation Groups”: Overview screen, make the following assignments.
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Trans. grp Description
0001 On pallets
0002 In liquid form
0003 Container
0004 Parcel
0005 Bulk Product
3. Choose Save.
3.30 Defining Shipping Conditions
UseIn this step you enter the shipping conditions defined in the customer master record in the sales data for each sales area. The SAP system copies the shipping condition into the sales document header.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Shipping Conditions
Transaction Code OVSF
2. On the Change View “Shipping Conditions”: Overview screen, make the following assignments.
SC Description
01 Standard
02 Pick-up
03 Immediately
04 Transport Service
RE Returns
3. Choose Save.
3.31 Shipping Point Determination
UseIn this step you allocate the shipping points to the desired combinations of shipping condition and loading group for each plant.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
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IMG Menu Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points
Transaction Code OVL2
2. On the Change View “Shipping Point Determination”: Overview screen, make the following assignments.
SC LGrp Plnt PrShP
01 0001 1000 1000
01 0002 1000 1000
01 0003 1000 1000
01 0004 1000 1000
01 0001 1100 1100
01 0002 1100 1100
01 0003 1100 1100
01 0004 1100 1100
02 0001 1000 1000
02 0002 1000 1000
02 0003 1000 1000
02 0004 1000 1000
02 0001 1100 1100
02 0002 1100 1100
02 0003 1100 1100
02 0004 1100 1100
03 0001 1000 1000
03 0002 1000 1000
03 0003 1000 1000
03 0004 1000 1000
03 0001 1100 1100
03 0002 1100 1100
03 0003 1100 1100
03 0004 1100 1100
04 0001 1000 1000
04 0002 1000 1000
04 0003 1000 1000
04 0004 1000 1000
04 0001 1100 1100
04 0002 1100 1100
04 0003 1100 1100
04 0004 1100 1100
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SC LGrp Plnt PrShP
RE 0001 1000 100R
RE 0002 1000 100R
RE 0003 1000 100R
RE 0004 1000 100R
RE 0001 1100 110R
RE 0002 1100 110R
RE 0003 1100 110R
RE 0004 1100 110R
3. Choose Save.
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SAP Best Practices Enterprise Structure (101): Configuration Guide
3.32 Creating Storage Location
UseIn this step you create a storage location, which is the place where stock is physically kept within a plant.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Materials Management Maintain Storage Location
Transaction Code OX09
2. On the Determine Work Area: Entry screen, enter 1000, and choose Enter.
3. On the Change View “Storage Locations”: Overview screen, enter the following:
Plant SLoc Description
1000 1020 Shop floor
1030 Shipping (L WM)
1040 Shipping w/o LWM
1050 Stores – (Lean)
1060 Returns
1100 1030 Shipping (L WM)
1040 Shipping w/o LWM
1060 Returns
4. Choose Save.
3.33 Defining Storage Conditions
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Picking Determine Picking Location Define storage conditions
Transaction Code SM30
2. On the Change View “Storage conditions”: Overview screen, enter the following:
SC Description
01 storage condition1
02 storage condition 2
3. Choose Save.
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3.34 Assigning Picking Locations
UseIn this step you assign the picking locations to the combinations of shipping point and storage condition for every plant.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution Shipping Picking Determine Picking Location Assign Picking Location
Transaction Code OVL3
2. On the Change View “Picking Location Determination”: Overview screen, enter the following:
ShPt Plnt SC SLoc
1000 1000 1030
1000 1000 10 1030
1000 1000 20 1030
100R 1000 1060
100R 1000 10 1060
100R 1000 20 1060
1100 1100 1130
1100 1100 10 1130
1100 1100 20 1130
3. Choose Save.
3.35 Creating Sales Office
UseIn this step you define the sales offices in your company.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Sales and Distribution Maintain sales office
Transaction Code OVX1
2. On the Change View “Sales offices”: Overview screen, enter the following data:
Sales Office Description
100 Sales Office 100
110 Sales Office 110
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3. Maintain the Address Data for each Sales Office.
4. Choose Save.
3.36 Assigning Sales Office to Sales Area
UseIn this step you allocate as many sales offices as desired to the sales areas. Any one sales office can belong to several sales areas at the same time. The sales areas previously defined are automatically proposed as defaults for allocation.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Sales and Distribution Assign sales office to sales area
Transaction Code SPRO
2. On the Sales Offices -> Sales Area: Overview screen, make the following assignments:
SOrg. Name DChl Name Dv Name SOff. Name
1000 Dom. Sales 10 Direct Sales 10 Product Division 10
100 Sales Office 100
1000 Dom. Sales 20 Wholesale 10 Product Division 10
100 Sales Office 100
1000 Dom. Sales 30 Other Sales 10 Product Division 10
100 Sales Office 100
1000 Dom. Sales 10 Direct Sales 20 Product Division 20
100 Sales Office 100
1000 Dom. Sales 20 Wholesale 20 Product Division 20
100 Sales Office 100
1000 Dom. Sales 30 Other Sales 20 Product Division 20
100 Sales Office 100
1100 Int. Sales 10 Direct Sales 10 Product Division 10
110 Sales Office 110
1100 Int. Sales 20 Wholesale 10 Product Division 10
110 Sales Office 110
1100 Int. Sales 30 Other Sales 10 Product Division 10
110 Sales Office 110
1100 Int. Sales 10 Direct Sales 20 Product Division 20
110 Sales Office 110
1100 Int. Sales 20 Wholesale 20 Product Division 20
110 Sales Office 110
1100 Int. Sales 30 Other Sales 20 Product Division 20
110 Sales Office 110
3. Choose Save.
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3.37 Maintaining Sales Group
UseIn this step you define sales groups in your company. The definition of sales groups is optional. You can use the SD system without creating sales groups.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Sales and Distribution Maintain sales group
Transaction Code OVX4
2. On the Change View “Sales Groups”: Overview screen, enter the following data:
Sales group Description
100 Sales Group 100
110 Sales Group 110
3. Choose Save.
3.38 Assigning Sales Group to Sales Office
UseIn this step you assign as many sales groups as desired to the sales offices. Any one sales group can belong to several sales offices.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Sales and Distribution Assign sales group to sales office
Transaction Code OVXJ
2. On the Sales Groups -> Sales Office: Overview screen, make the following assignments.
SOff. Description SGrp Description
100 Sales Office 100 100 Sales Group 100
110 Sales Office 110 110 Sales Group 110
3. Choose Save.
3.39 Maintaining Transportation Planning Point
Use
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SAP Best Practices Enterprise Structure (101): Configuration Guide
In this step you define a transportation planning point. The transportation planning point is responsible for planning shipments with particular features. A shipment is assigned to one transportation planning point.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Sales and Distribution Maintain sales group
Transaction Code OVX4
2. On the Change View “Sales Groups”: Overview screen, enter the following data:
TPPt Description CoCd
1000 Transp. 1000 1000
3. Choose Save.
3.40 Creating Purchasing Group
UseIn this step you create purchasing groups. A purchasing group can be an individual or a group of individuals.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management Purchasing Create Purchasing Groups
Transaction Code OME4
2. On the Change View “Purchasing Groups”: Overview screen, enter the following data:
Purchasing group Desc. Pur. Grp
Tel. No. Pur. Grp Fax number Tel. Ext.
100 Group 100 770 840 9421 770 840 9000 1
101 Group 101 770 840 9421 770 840 9000 2
103 Group 102 770 840 9421 770 840 9000 3
103 Group 103 770 840 9421 770 840 9000 4
110 Group 110 770 840 9421 770 840 9000 5
111 Group 111 770 840 9421 770 840 9000 6
112 Group 112 770 840 9421 770 840 9000 7
113 Group 113 770 840 9421 770 840 9000 8
3. Choose Save.
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