condition types.ppt

Local needs, Global solution

SAP SD Overview Training SAP SD Overview Training Master DataMaster Data

Nexus System ResourcesLocal needs, Global solution

Master Data in

Sales and Distribution


Master Data in Sales and Distribution

Billing Billing

Invoice

Sales OrderProcessing


InventorySourcing

InventorySourcing

ShippingShippingPaymentPayment

Pre-Sales ActivitiesPre- Sales Activities

Contents:

Customer Master Data

Material Master Data

Output Master Data

Incompletion Log

Condition Master Data in Pricing


Unit Objectives

Maintain customer master data

Maintain material master data

Maintain customer -material information record

Issue output for sales documents

Work with the incompletion log

Explain the effects of master data on theprocesses in sales and distribution

Maintain condition master data and explainpricing functions

At the conclusion of this unit, you will be able to:


Master Data : Overview Diagram

Invoice



InventorySourcing

InventorySourcing

ShippingShipping

BillingBilling

PaymentPayment

Pre-Sales ActivitiesPre-Sales Activities

Master Data in Sales and Distribution


Data Origin in Sales Documents

Item

10

20

30

Material

1400-100

1400-200

1400-410

Quantity

10

20

15

Order

Sold-to party 2300Ship-to party 788

Material Material master datamaster data

Customer Customer master datamaster data

ConditionConditionmaster datamaster data

Control tables

Control tables

Output Output master datamaster dataCustomer master data

Customer-materialinfo


Customer MasterCustomer Master


Customer master dataCustomer master data

General data

Relevant for sales and distribution and

accounting

Valid for all organizational units

Sales areadata

Relevant for sales and distribution

Valid for:Sales organization

Distribution channelDivision

Company code

Relevant for accounting

Valid for:Company code

data

Customer Master


Customer MasterGeneral Data

Name, address, language, ...

Tax information, ...

Bank details, ...

Address

Control Data

Payment transactions

Goods receiving hours, ...Unloading points

Data for export control , ...Export data

Industry, cust. classification, ...Marketing

Address of business partners, ...Contact persons

Data on the General Data Tab Pages


Customer MasterCompany Code Data

Reconciliation account, ...

Paymt methods, paymt block, ...

Dunning proced., acct. clerk, ...

Account management

Payment transactions

Correspondence

Amount insured, ...Insurance

Data on the Company Code Data Tab Pages


Customer MasterSales Area Data

Sales office, currency,sales district, price group, ...

Orders

Shipping condition, delivering Site, transportation zone, ...

Shipping

Output tax classification,terms of payment, ...

Billing document

Sold-to party, Ship-to party, bill-to party, Payer

Partner functions

Data on the Sales Area Data Tab Pages


BillBill-to -to partyparty*

PayerPayer**

ShipShip-to-to party party**Sold-toSold-to party party**

Contact personsForwarding agent

Personnel

. . . . .

Partner functions

** mandatory functions mandatory functions

Partner Functions in the Customer Master


Account Group

Create sold-to partyCreate sold-to party

Customer : C01

Sales organization : 0001

Distribution channel : 01

Division : 01

Account group : 0001

0001 Sold-to party

0002 Ship-to party

0003 Payer

0004 Bill-to party

Account GroupAccount GroupField selectionNumber assignmentOne-time account: yes/noOutput proposal


Field Selection for Different Partner FunctionsAccount groupAccount group

00010001

Sold-to partySold-to party

Account groupAccount group00020002

Ship-to partyShip-to party


PayerPayer


Bill-to partyBill-to party

Sales

Shipping

Billing

Partner functions

Output

______

Shipping

Billing 1)

______

Output

______

______

Billing

______

Output

______

______

______

______

Output

1) Tax information1) Tax information


Effects of Changes in the Customer Master

Changecustomer

master

Changecustomer

master

Customer master (old)

Cust. 2300

Address Mannheimer Str. 14 69115 Heidelberg

Incoterms EXW Hamburg

Customer master (new)

Cust. 2300

Address City Ring 212 68125 Mannheim

Incoterms CIF Mannheim

Display sales order

Cust. 2300

Address City Ring 212 68125 Mannheim

Incoterms EXW Hamburg


Material MasterMaterial Master


Material Master

Relevant for all areas

Valid for : all organizational units

Basic Data 1

Material Master DataMaterial Master Data

Relevant for engineering,materials planning accounting , ...

Other ...

Relevant for sales and distributionValid for :

Sales organizationDistribution channel

Sales : Sales Org

Relevant for materialsmanagement

Valid for : Plant

Purchasing

Relevant for sales and distribution

Valid for : Delivering plant

Sales : General/Plant Data


Data on the Sales Tab Pages

Material MasterRelevant for sales and distribution

Delivering plant, material group,tax classification, ...Sales : Sales Org . 1

Material pricing group, volume rebate group , product hierarchy, ...Sales : Sales Org . 2

Availability check, transportation group , loading group, ...Sales : General/Plant

Export/ import group,region of origin, ...

Foreign TradeExport

Item text for sales Sales Text

Material number, material description,base unit of measure, division , ...Basic Data 1


Units of measure

Alternativeunits ofmeasure

Carton Crate(= sales unit)

Pallet

Base unit of measure : piece

4444 12121212 72727272


Cross - Division Sales

Sales orderSales area 1000 / 12 / 00Sold-to party 2300

Item Material Division

10 1400- 100 0220 1400- 200 02

30 M- 12 07

Header division

Item divisions

Material 1400-100

Division 02

Material 1400-200

Division 02

Material M-12

Division 07

Material master

Material master

Material master


Division - Specific Sales

Material 1400-100

Division 02

Item Material Division

10 1400-100 02

20 1400-200 02

Material 1400-200

Division 02

Material M-12

Division 07

Header division

Item divisions

Sales orderSales area 1000 / 12 / 02 Sold-to party 2300

Material master

Material master

Material master


Customer - Material Information Record

Customer – Material Information

Customer 2300 Sales organization 1000Distribution channel 12

Material Description

1400-100 Headlight Deluxe 1400-200 Rear Light + additional data

Customer-specific data:Customer-material description

S3000H Front lightR1700

Rear light

Customer master

Customer 2300 Sales organization 1000Distribution channel 12

Material master Material Description

1400-100 Headlight Deluxe 1400-200 Rear Light


Order Entry Using Customer-Material Info Record

Sales order

Sold-to party 2300

Ordering party tab page

PO item Cust.mat.no. Description

1 S3000 Front light

2 R1700 Rear light

Purchase orderMotomarkt HeidelbergCust. no.: 2300PO no.: 12970-B

Item12

MaterialS3000 R1700

Qty1010

Orderentry

Customer-Material Info

Cust. 2300Material Cust.mat. 1400-100 S3000

1400-200 R1700


Condition MasterCondition Master


Conditions

Prices

• Price list

• Material Price

• Customer-specific

• Others

Discount/Surcharge• Customer

• Material

• Price group

• Material pricing group

• Cust / Mat Pricing group

• Customer / Material

• Price group / Material

• Pricing group

• Others

Freight

• Incoterms part1

• Incoterms part2

• Others

Taxes

• Dept. / Dest. ctry

• Domestic

• Export

• Others

ConditionsConditionsConditionsConditions


Condition Types

Key Description Control data

Scale basis Calculation type

100 PC1,000 PC

10,000 PC

1.0 - %1.5 - %2.0 - %


100 KG1,000 KG

10,000 KG

USD 0.20 - per KGUSD 0.50 -USD 1.00 -

Examples

PricePricePR00PR00

Discount %Discount %K007K007

Discount/Discount/weightweightK029K029

Calculation type : As a percentageScale basis : Quantity

Calculation type : Amount/weightScale basis : Weight


Condition type KA00 Sales promotion

Sales organization 1000

Distribution channel 12

Customer 2300

Article 1400-100

Condition Master Record

from 1000 UNI 1- %from 2000 UNI 2- %from 3000 UNI 3- %

Validity01.03. - 01.04.


Validity02.04. - 01.06.

Condition Records : Discounts


Sales DocumentSales Document

Master DataMaster Data

Manual Price Change in the Document

Item conditions

PR00 Price 100 USDKA00 Discount 1 %

Item conditions


ChangeChange

Item conditions

PR00 Price 90 USDKA00 Discount 1 %RC00 Discount 10 USD

Item conditions


Detail screen

Entered manually

Changed manually


Condition Records : Taxes

Material tax classification

Item 10M01 100.00

Sales tax 7 % 7.00

Item 30M03 300.00

Sales tax 0 % 0.00

Sold-to party: C01

Ship-to party: C01

Document

Full tax (7%)No tax

Liable for taxesTax Exempt...

Materialmaster

Materialmaster

Customermaster

Customermaster

Liable for tax

Full tax

No tax


Pricing Report

Customer-specific pricesCustomer-specific prices

Report Edit Goto System Help

Sales organization ................... 0001 CaliforniaDistribution channel .................... 01 Sales call

Cond. Type

Customer A

PR00K005PR00

Article Amount Unit per UoM Valid from...

M01M02M03

102015

USDUSDUSD

111

PCKGPC

10.01.200215.01.200215.01.2002

Customer B

PR00 M01..

9..

USD..

1..

PC..

10.01.2002..

Customer

Page headerPage header

Group headerGroup header

ItemsItems


Condition Types

Key Description Control data


100 PC1,000 PC

10,000 PC

1.0 - %1.5 - %2.0 - %


100 KG1,000 KG

10,000 KG

USD 0.20 - per KGUSD 0.50 -USD 1.00 -

Examples

PricePricePR00PR00

Discount %Discount %K007K007

Discount/Discount/weightweightK029K029

Calculation type : As a percentageScale basis : Quantity

Calculation type : Amount/weightScale basis : Weight


Access Sequence

PR00PR00

Discount %Discount %

SpecificSpecific

GeneralGeneral

Condition type

Access seq.

PricePrice Access sequence : PR00

Access sequence : K007

1. Customer /Material1. Customer /Material

2. Price 2. Price list/Currency/Materiallist/Currency/Material

3. Material3. Material

K007K007

Major customer disc.Major customer disc.K020K020 Access sequence : K020

PR00PR00

Condition tables


Condition Records : Prices

TableTable

Material

Price list type/currency/material

Customer/material

Division/material...

Material

Price list type/currency/material

Customer/material

Division/material...

Sales organizationDistribution channelCustomerMaterial

Create conditionCreate condition

Sales organization : 0001Distribution channel : 01Customer : K1

Material : M1 10.00 M2 15.00

Sales organization : 0001Distribution channel : 01Customer : K1

Material : M1 10.00 M2 15.00


Condition Records : Prices

First validity periodFirst validity period01/03 - 30/0401/03 - 30/04

1,000 PCS 100.00 2,000 PCS 90.003,000 PCS 80.00

Lower limit: 50.00Upper limit: 110.00

Condition type : PR00 Price

Sales organization : 0001

Distribution channel : 01

Customer : C01

Material : M01

Second validity periodSecond validity period01/05 - 31/0501/05 - 31/05

1,000 PCS 110.002,000 PCS 100.003,000 PCS 90.00

Lower limit: 50.00Upper limit: 120.00

Level on whichthe condition

is defined

Level on whichthe condition

is defined


Condition Records : Discounts

Condition type KA00 Sales promotion

Sales organization 1000

Distribution channel 12

Customer 2300

Material 1400-100

Condition Master Record


Validity01.03. - 01.04.


Validity02.04. - 01.06.


Manual Price Change in the Document



Item conditions


Item conditions


CopyCopy

Item conditions


Item conditions



Manual Price Change in the Document con’t



Item conditions


Item conditions


ChangeChange

Item conditions


Item conditions


Detail screen

Entered manually

Changed manually


Conditions in the Document Header

Distribute by

value

ITEM 10PR00 Price 42.00K007 Absolute discount 2.00

Net value 40.00HA00 Header disc. 10 -% 4.00HB00 Absolute header disc. 3.33 -

-

-

ITEM 20PR00 Price 83.00K007 Absolute discount 3.00


-

-

HEADERPR00 Price 125.00K007 Absolute discount 5.00


-

-

Sum up


Condition Records : Freight

Master Data

Master Data

Master Data

Master Data

Condition Record KF00

Incoterms part1

EXW $220 / Ton


Incoterms part1

EXW $220 / Ton


Incoterms part1+2

EXW New York $200 / Ton


Incoterms part1+2

EXW New York $200 / Ton

Item10 M01 4 Tons

EXW Boston

…..

KF00 Freight $880

…..

Item10 M01 4 Tons

EXW Boston

…..

KF00 Freight $880

…..



Criteria for Tax Determination


Condition Records : Taxes

Material tax classification

Item 10M01 100.00

Sales tax 7 % 7.00

Item 30M03 300.00

Sales tax 0 % 0.00

Sold-to party: C01

Ship-to party: C01

Document

Customer tax classification

Full tax (7%)No tax

Liable for taxesTax Exempt...

Materialmaster

Materialmaster

Customermaster

Customermaster

Liable for tax

Full tax

No tax


Pricing in Sales Order

PricesSurcharges

DiscountsFreightTaxes

Sales order ItemConditions Tab page

Material 1400-100Quantity 20 pieces

Gross 1300

Discount 130-

Freight 30

Net 1200

Output tax 120

Total 1320

Conditionmaster data

AutomaticpricingAutomaticpricing


Common Master Data - Distribution Channels

Material masterdata

SOrg. 1000

DCh. 12

Customer / material or condition master data without

own distribution channel

Customer masterdata

Condition masterdata

SOrg. 1000

DCh. 12

Customer / material or condition master data for

representative distribution channel

Material masterdata

SOrg. 1000

DCh. 14

Customer masterdata

SOrg. 1000

DCh. 14

valid for:valid for:

valid for:

valid for:



Common Master Data - Divisions

SOrg. 1000

Division 00

Customer masterdata


SOrg. 1000

Division 00

Customer masterdata


SOrg. 1000

Division 02

valid for:valid for:

valid for:

Customer or condition masterdata for representative division

SOrg. 1000

Division 01

Customer or condition masterdata without representative

division


Pricing Report

Customer-specific pricesCustomer-specific prices

Report Edit Goto System Help

Sales organization ................... 0001 CaliforniaDistribution channel .................... 01 Sales call

Cond. Type

Customer A

PR00K005PR00

Material Amount Unit per UoM Valid from...

M01M02M03

102015

USDUSDUSD

111

PCKGPC

10.01.200215.01.200215.01.2002

Customer B

PR00 M01..

9..

USD..

1..

PC..

10.01.2002..

Customer

Page headerPage header

Group headerGroup header

ItemsItems


OutputOutput


Sales documentSales document Quotation

Order Confirmation

Quotation

Order Confirmation

Delivery Delivery Delivery NoteDelivery Note

BillingBilling Invoice

Credit / Debit Note

Invoice

Credit / Debit Note

Output


Transmission Media

TimingTiming

Output

Output typeOutput type

Printer TelexTeletexTelefax

Mail EDI


Output Timing

Print transactionPrint transaction

Create orderCreate order

SchedulingScheduling

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

With next selection run or at specified time

With next selection run or at specified time

On requestOn request

ImmediatelyImmediately

TELEXTELEX

PRINTERPRINTER


Sales order

Output type: Order confirmationTransm. medium: Print outputPartner function: AG 2300Time: immediately when savingLanguage: EN

Output type:Partner functionTrans. medium

TimeLanguage

Outputmaster data

Output determination

Output determination

Print

We will deliver:

Order confirmation 6177Motomarkt HeidelbergCustomer number 2300

Item12

Total

ArticleS3000R1700

Quantity1010

Value 650 300 950

Output


Incompletion LogIncompletion Log


Incompletion Log

Sales order

Sold-to party 2300

Purchase order no.

Terms of payment

W: Please enter purchase ordernumber

Call :a) automatically when savingb) via menu bar

Incompletion log

Item Missing data PO number Terms of payment Weight

Item Material Qty Weight

10 1400-100 10 _20 1400-200 10 12 KG


Master Data : Unit Summary

You are now able to:

Maintain customer master data

Maintain material master data

Maintain customer -material information record

Issue output for sales documents

Work with the incompletion log

Explain the effects of master data on theprocesses in sales and distribution

Maintain condition master data and explainpricing functions