SAP SD Contract Creation User Manual

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Project Navodaya

Phase IV User Manual


SD-Contract Creation

ESSAR Projects (India) Limited


Project Navodaya User Manual

SD-Contract Creation

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
1

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Revision History

Version

Brief

Number

description

Affected
of

Effective Date

Prepared By

01/07/2010

Satyanarayana

Reviewed By

Section(s)

change
1.0

Initial release

Pre-sales

Reddy

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
2

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Table of Contents

1.

Creation of Contracts .................................................................................... 4


1.1.

2.

3.

4.

5.

6.

Purpose ................................................................................................ 4

Creation of Quantity Contract ........................................................................ 4


2.1.

Overview .............................................................................................. 4

2.2.

Procedural Steps ................................................................................... 5

Creation of Quantity Contract with Mile Stone .................................................15


3.1.

Overview .............................................................................................15

3.2.

Procedural Steps ..................................................................................16

Creation of EPC or Value Contract..................................................................28


4.1.

Overview .............................................................................................28

4.2.

Procedural Steps ..................................................................................29

Creation of Procurement or Value Contract .....................................................37


5.1.

Overview .............................................................................................37

5.2.

Procedural Steps ..................................................................................38

Creation of EMI Based Contracts ...................................................................44


6.1.

Overview .............................................................................................44

6.2.

Procedural Steps ..................................................................................45

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
3

Project Navodaya
Phase IV User Manual
SD-Contract Creation

1. Creation of Contracts
1.1. Purpose
The purpose of this document is to make the user able to:
a) Capture the various Contract in the R/3 system
b) Changes to Contract with reference to change in the scope

2. Creation of Quantity Contract


2.1. Overview

Creation of posting necessary for period end closing or day to day functions.

Business Process Description Overview


Every document consists of a document header and two or more line items. The document
header contains information that is valid for the whole document, such as the document
date and the document number.

It also includes controlling information such as the

document type.
The line items only contain information on the particular item in question, for instance an
account number and amount.

Whether any additional information is present depends on

the business transaction involved.


Following are the most critical steps involved in entering and posting a document:
1. Enter the document header data.
2. Enter the line items.
3. Enhance or correct the line items as needed.
4. Save the document.
Last changed on:
7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
4

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Input - Required Fields

Field Value / Comments

Document Type

ZCQ2

Sales Organisation

7000

Distribution Channel

25

Division

10

Customer

26

PO Number
PO Date
Material
Contracts
Inquiry

Output - Results

Comments

Document Number

System generated document number based on the range


assigned to the Document Type

2.2. Procedural Steps

Create the Contract by:

Via Menus

Logistics-> Sales and Distribution-> Sales-> Contract->


Create

Via Transaction Code

Last changed on:


7/16/2010

VA41

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
5

Project Navodaya
Phase IV User Manual
SD-Contract Creation

NOTES:
When you enter the data. System will store the pervious transaction data on the
screen.

On the initial screen Enter Document type, enter the information in the
fields as specified in the table below:

Field Name

Description

R/O/C

User Action and

Comments

Values
Contract Type

Contract Type

ZCQ2

Enter
type

the
or

document

document
select
from

the
drop

down
Sales

Sales Organisation

7000

Organisation

Enter the document


type or select the
document from drop
down

Distribution

Last changed on:


7/16/2010

Distribution Channel

Last changed by:

Satyanarayana Reddy

25

Enter the document

Version: 1.0

Page:
6

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Channel

type or select the


document from drop
down

Division

Division

10

Enter the document


type or select the
document from drop
down

Note: In column R/O/C of above table, R = Required, O = Optional, C =


Conditional.

Contract Creation Initial Screen.

Enter the customer Data

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7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
7

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Enter the Description & Contract validity period

Enter the Contract Details. E.g Activities & their target quantities.

Select the line item click on details button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
8

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the shipping tab and enter the plant.

Select the Account Assignment Tab and enter estimation project WBS
Element.

Select the Condition Tab and click on insert row button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
9

Project Navodaya
Phase IV User Manual
SD-Contract Creation

In condition type enter the condition ZBAS and in Amount field enter the
price per unit and press enter.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
10

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Note: Service tax will calculate automatically on the base price.


Repeat the above process for all line items.

After completion of above step press back icon

for coming back to

initial screen.

Click on the header details icon

. Or From menu bar follow the path

GOTO->Head.-> Conditions

Select the Condition Tab and click on insert row button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
11

Project Navodaya
Phase IV User Manual
SD-Contract Creation

From drop select the commercial terms like Advance & Retention %s.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
12

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the entered the conditions & click on Activate button

Base on the percentage system will calculate the amount of advance &
retention

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
13

Project Navodaya
Phase IV User Manual
SD-Contract Creation

From the Menu bar select Edit and click on Incompletion Log or use
Ctrl+F8

System gives the message Document is complete.

To save the data, select the

After saving the document

System gives the message Qty Contract Contract <xxxxxxxx> has been

(Save icon) or press Ctrl+S.

saved.

Note: There are many other fields which are to be used according to
configuration rules, other dependencies, specific to transactions, and company
procedures.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
14

Project Navodaya
Phase IV User Manual
SD-Contract Creation

3. Creation of Quantity Contract with Mile Stone


3.1. Overview

Creation of posting necessary for period end closing or day to day functions.

Business Process Description Overview


Every document consists of a document header and two or more line items. The document
header contains information that is valid for the whole document, such as the document
date and the document number.

It also includes controlling information such as the

document type.
The line items only contain information on the particular item in question, for instance an
account number and amount.

Whether any additional information is present depends on

the business transaction involved.


Following are the most critical steps involved in entering and posting a document:
1. Enter the document header data.
2. Enter the line items.
3. Enhance or correct the line items as needed.
4. Save the document.

Input - Required Fields

Field Value / Comments

Document Type

ZCQ1

Sales Organisation

7000

Distribution Channel

10

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
15

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Division

10

Customer

PO Number
PO Date
Contract Description

Output - Results

Comments

Document Number

System generated document number based on the range


assigned to the Document Type

3.2. Procedural Steps

Create the Contract by:

Via Menus

Logistics-> Sales and Distribution-> Sales-> Contract->


Create

Via Transaction Code

VA41

NOTES:
When you enter the data. System will store the pervious transaction data on the
screen.

On the initial screen Enter Document type, enter the information in the
fields as specified in the table below:

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
16

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Field Name

Description

R/O/C

User Action and

Comments

Values
Contract Type

Contract Type

ZCQ1

Enter
type

the
or

document

document
select
from

the
drop

down
Sales

Sales Organisation

7000

Organisation

Enter the document


type or select the
document from drop
down

Distribution

Distribution Channel

10

Enter the document

Channel

type or select the


document from drop
down

Division

Division

10

Enter the document


type or select the
document from drop
down

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
17

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Note: In column R/O/C of above table, R = Required, O = Optional, C =


Conditional.

Contract Creation Initial Screen.

Enter the customer Data

Enter the Description & Contract validity period

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
18

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Enter the Contract Details. E.g Activities & their target quantities.

Select the line item click on details button

Select the shipping tab and enter the plant.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
19

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the Account Assignment Tab and enter estimation project WBS
Element.

Select the Condition Tab and click on insert row button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
20

Project Navodaya
Phase IV User Manual
SD-Contract Creation

In condition type enter the condition ZBAS and in Amount field enter the
price per unit and press enter.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
21

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Note: Service tax will calculate automatically on the base price.


Repeat the above process for all line items.

Select the Billing Plan Tab. Click on Milestones

System will give the following Pop Up. Click on

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

button.

Version: 1.0

Page:
22

Project Navodaya
Phase IV User Manual
SD-Contract Creation

After that system will propose all milestone on WBS element. Select the
milestone or select all by clicking

icon and copy them by clicking on

button.

System will copy the entire Milestone proposed. Total amount will be
proportionally divided as per the proposed milestones.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
23

Project Navodaya
Phase IV User Manual
SD-Contract Creation

After completion of above step press back icon

for coming back to

initial screen.

Click on the header details icon

. Or From menu bar follow the path

GOTO->Head.-> Conditions

Select the Condition Tab and click on insert row button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
24

Project Navodaya
Phase IV User Manual
SD-Contract Creation

From drop select the commercial terms like Advance & Retention %s.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
25

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the entered the conditions & click on Activate button

Base on the percentage system will calculate the amount of advance &
retention

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
26

Project Navodaya
Phase IV User Manual
SD-Contract Creation

From the Menu bar select Edit and click on Incompletion Log or use
Ctrl+F8

System gives the message Document is complete.

To save the data, select the

After saving the document

System gives the message Qty Contract Contract <xxxxxxxx> has been

(Save icon) or press Ctrl+S.

saved.

Note: There are many other fields which are to be used according to
configuration rules, other dependencies, specific to transactions, and company
procedures.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
27

Project Navodaya
Phase IV User Manual
SD-Contract Creation

4. Creation of EPC or Value Contract


4.1. Overview

Creation of posting necessary for period end closing or day to day functions.

Business Process Description Overview


Every document consists of a document header and two or more line items. The document
header contains information that is valid for the whole document, such as the document
date and the document number.

It also includes controlling information such as the

document type.
The line items only contain information on the particular item in question, for instance an
account number and amount.

Whether any additional information is present depends on

the business transaction involved.


Following are the most critical steps involved in entering and posting a document:
1. Enter the document header data.
2. Enter the line items.
3. Enhance or correct the line items as needed.
4. Save the document.

Input - Required Fields

Field Value / Comments

Document Type

ZCP1

Sales Organisation

7000

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
28

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Distribution Channel

10

Division

10

Customer

PO Number
PO Date
Contract Description

Output - Results

Comments

Document Number

System generated document number based on the range


assigned to the Document Type

4.2. Procedural Steps

Create the Contract by:

Via Menus

Logistics-> Sales and Distribution-> Sales-> Contract->


Create

Via Transaction Code

VA41

NOTES:
When you enter the data. System will store the pervious transaction data on the
screen.

On the initial screen Enter Document type, enter the information in the
fields as specified in the table below:

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
29

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Field Name

Description

R/O/C

User Action and

Comments

Values
Contract Type

Contract Type

ZCQ1

Enter
type

the
or

document

document
select
from

the
drop

down
Sales

Sales Organisation

7000

Organisation

Enter the document


type or select the
document from drop
down

Distribution

Distribution Channel

10

Enter the document

Channel

type or select the


document from drop
down

Division

Division

10

Enter the document


type or select the
document from drop
down

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
30

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Note: In column R/O/C of above table, R = Required, O = Optional, C =


Conditional.

Contract Creation Initial Screen.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
31

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Enter the customer Data

Enter the Description & Contract validity period

Enter the Contract Details. E.g Activities & their target quantities.

Select the line item click on details button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
32

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the shipping tab and enter the plant.

Select the Account Assignment Tab and enter estimation project WBS
Element.

After completion of above step press back icon

for coming back to

initial screen.

Click on the header details icon

. Or From menu bar follow the path

GOTO->Head.-> Conditions

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
33

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the Condition Tab and click on insert row button

From drop select the commercial terms like Advance & Retention %s.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
34

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the entered the conditions & click on Activate button

Base on the percentage system will calculate the amount of advance &
retention

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
35

Project Navodaya
Phase IV User Manual
SD-Contract Creation

From the Menu bar select Edit and click on Incompletion Log or use
Ctrl+F8

System gives the message Document is complete.

To save the data, select the

After saving the document

System gives the message Qty Contract Contract <xxxxxxxx> has been

(Save icon) or press Ctrl+S.

saved.

Note: There are many other fields which are to be used according to
configuration rules, other dependencies, specific to transactions, and company
procedures.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
36

Project Navodaya
Phase IV User Manual
SD-Contract Creation

5. Creation of Procurement or Value Contract


5.1. Overview

Creation of posting necessary for period end closing or day to day functions.

Business Process Description Overview


Every document consists of a document header and two or more line items. The document
header contains information that is valid for the whole document, such as the document
date and the document number.

It also includes controlling information such as the

document type.
The line items only contain information on the particular item in question, for instance an
account number and amount.

Whether any additional information is present depends on

the business transaction involved.


Following are the most critical steps involved in entering and posting a document:
1. Enter the document header data.
2. Enter the line items.
3. Enhance or correct the line items as needed.
4. Save the document.

Input - Required Fields

Field Value / Comments

Document Type

ZCP2

Sales Organisation

7000

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
37

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Distribution Channel

25

Division

20

Customer

PO Number
PO Date
Contract Description

Output - Results

Comments

Document Number

System generated document number based on the range


assigned to the Document Type

5.2. Procedural Steps

Create the Contract by:

Via Menus

Logistics-> Sales and Distribution-> Sales-> Contract->


Create

Via Transaction Code

VA41

NOTES:
When you enter the data. System will store the pervious transaction data on the
screen.

On the initial screen Enter Document type, enter the information in the
fields as specified in the table below:

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
38

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Field Name

Description

R/O/C

User Action and

Comments

Values
Contract Type

Contract Type

ZCQ2

Enter
type

the
or

document

document
select
from

the
drop

down
Sales

Sales Organisation

7000

Organisation

Enter the document


type or select the
document from drop
down

Distribution

Distribution Channel

25

Enter the document

Channel

type or select the


document from drop
down

Division

Division

20

Enter the document


type or select the
document from drop
down

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
39

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Note: In column R/O/C of above table, R = Required, O = Optional, C =


Conditional.

Contract Creation Initial Screen.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
40

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Enter the customer Data

Enter the Description & Contract validity period

Enter the Contract Details. E.g Activities & their target quantities.

Select the line item click on details button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
41

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the shipping tab and enter the plant.

Select the Account Assignment Tab and enter estimation project WBS
Element.

After completion of above step press back icon

for coming back to

initial screen.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
42

Project Navodaya
Phase IV User Manual
SD-Contract Creation

From the Menu bar select Edit and click on Incompletion Log or use
Ctrl+F8

System gives the message Document is complete.

To save the data, select the

After saving the document

System gives the message Qty Contract Contract <xxxxxxxx> has been

(Save icon) or press Ctrl+S.

saved.

Note: There are many other fields which are to be used according to
configuration rules, other dependencies, specific to transactions, and company
procedures.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
43

Project Navodaya
Phase IV User Manual
SD-Contract Creation

6. Creation of EMI Based Contracts


6.1. Overview

Creation of posting necessary for period end closing or day to day functions.

Business Process Description Overview


Every document consists of a document header and two or more line items. The document
header contains information that is valid for the whole document, such as the document
date and the document number.

It also includes controlling information such as the

document type.
The line items only contain information on the particular item in question, for instance an
account number and amount.

Whether any additional information is present depends on

the business transaction involved.


Following are the most critical steps involved in entering and posting a document:
5. Enter the document header data.
6. Enter the line items.
7. Enhance or correct the line items as needed.
8. Save the document.

Input - Required Fields

Field Value / Comments

Document Type

ZCP3

Sales Organisation

7000

Distribution Channel

20

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
44

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Division

30

Customer

31

PO Number
PO Date
Contract Description

Output - Results

Comments

Document Number

System generated document number based on the range


assigned to the Document Type

6.2. Procedural Steps

Create the Contract by:

Via Menus

Logistics-> Sales and Distribution-> Sales-> Contract->


Create

Via Transaction Code

VA41

NOTES:
When you enter the data. System will store the pervious transaction data on the
screen.

On the initial screen Enter Document type, enter the information in the
fields as specified in the table below:

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
45

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Field Name

Description

R/O/C

User Action and

Comments

Values
Contract Type

Contract Type

ZCQ3

Enter
type

the
or

document

document
select
from

the
drop

down
Sales

Sales Organisation

7000

Organisation

Enter the document


type or select the
document from drop
down

Distribution

Distribution Channel

20

Enter the document

Channel

type or select the


document from drop
down

Division

Division

30

Enter the document


type or select the
document from drop
down

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
46

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Note: In column R/O/C of above table, R = Required, O = Optional, C =


Conditional.

Contract Creation Initial Screen.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
47

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Enter the customer Data

Enter the Description & Contract validity period

Enter the Contract Details. E.g Activities & their target quantities.

Select the line item click on details button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
48

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Select the shipping tab and enter the plant.

Select the Account Assignment Tab and enter estimation project WBS
Element.

Select the Condition Tab and click on insert row button

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
49

Project Navodaya
Phase IV User Manual
SD-Contract Creation

In condition type enter the condition ZEMI and in Amount field enter the
price per unit and press enter.

Note: Service tax will calculate automatically on the base price.


Last changed on:
7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
50

Project Navodaya
Phase IV User Manual
SD-Contract Creation

Repeat the above process for all line items.

Select the Billing Plan Tab. Check the billing plans

Note: Service tax will calculate automatically on the base price.


Repeat the above process for all line items.

After completion of above step press back icon

for coming back to

initial screen.

From the Menu bar select Edit and click on Incompletion Log or use
Ctrl+F8

System gives the message Document is complete.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
51

Project Navodaya
Phase IV User Manual
SD-Contract Creation

To save the data, select the

(Save icon) or press Ctrl+S.

After saving the document

System gives the message Qty Contract Contract <xxxxxxxx> has been
saved.

Note: There are many other fields which are to be used according to
configuration rules, other dependencies, specific to transactions, and company
procedures.

Last changed on:


7/16/2010

Last changed by:

Satyanarayana Reddy

Version: 1.0

Page:
52

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