Sales Processes in SAP S/4HANA Sales: Exercises and Solutions

S4605
Sales Processes in SAP S/4HANA

Sales
.
.
EXERCISES AND SOLUTIONS
.
Course Version: 17
Course Duration: 13 Hours 20 Minutes
Material Number: 50156189
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© Copyright. All rights reserved. iii

Contents
Unit 1: Course Overview
No exercises
Unit 2: Introduction
1 Exercise 1: Introduction to the Sales and Distribution Process
Unit 3: Enterprise Structures in Sales and Distribution
14 Exercise 2: Enterprise Structures in Sales and Distribution
Unit 4: Sales Order Processing
23 Exercise 3: Influence of the Customer Master Data for the Order

Processing
31 Exercise 4: Master Data Synchronization-Customer/Vendor-
Integration
40 Exercise 5: Sales Order Processing - Special Features
Unit 5: Controlling Sales Documents
46 Exercise 6: Controlling Sales Documents with Sales Document

Types
55 Exercise 7: Controlling Sales Documents - Item Categories and Item
Category Determination
65 Exercise 8: Control of Sales Documents - Item Category - BOMs in
Sales Document
72 Exercise 9: Controlling Sales Documents - Schedule Line Categories
Unit 6: Data Flow
82 Exercise 10: Data Flow in the Application

90 Exercise 11: Copying Control
Unit 7: Special Business Transactions
95 Exercise 12: Consignment Process

107 Exercise 13: Free-of -Charge Delivery and Free-of Charge
Subsequent Delivery
Unit 8: Incompletion
116 Exercise 14: Configuration of the Incompletion Log
© Copyright. All rights reserved. iv

Unit 9: Partner Functions in SD
126 Exercise 15: Configuration of Partner Functions and Partner

Function Determination
Unit 10: Outline Agreements
136 Exercise 16: Quantity Contracts

149 Exercise 17: Value Contracts
Unit 11: Material Determination, Listing and Exclusion
167 Exercise 18: Material Determination

172 Exercise 19: Material Listing and Exclusion
Unit 12: Free Goods
179 Exercise 20: Free Goods
Unit 13: Sales Workshop
186 Exercise 21: Sales Workshop: Sales-to-Employee Scenario

205 Exercise 22: Sales Workshop: Bill of Material Scenario
232 Exercise 23: Sales Workshop: Material Determination Scenario
Unit 14: Appendix
No exercises
© Copyright. All rights reserved. v

© Copyright. All rights reserved. vi
Unit 2
Exercise 1
Introduction to the Sales and Distribution
Process
Sales and Distribution Process

Your customer, C605-A##, is interested in ordering your material P605-1##. First of all, you
want to get familiar with the SAP S/4HANA user interface and afterwards enter the customer
inquiry with the given data.
1. Start the SAP Fiori launchpad from the Microsoft Windows all apps
menu. Use your provided user S4605-## and password. Both will be provided by your
instructor.
2. Go to the tile group Presales and start the app Manage Sales Inquiries.
Note:
All apps that start with Manage allow you to maintain sales documents. You
can create, change, display, or delete them.
3. Create an inquiry for your customer C605-A## who is interested in the product P605-1##
and requests a delivery in two weeks.
Create the inquiry with the following data:
Enter the process data:
Inquiry type: IN
Sales Organization: 1010
Distribution Channel: 10
Division: 00
Enter the header data:

Sold- to Party: C605-A##
Cust. Reference: ##AF01
Req. delivery date: <in two weeks from today’s day>
Confirm your entry and any system messages before you enter the product information.
Enter the item data:
Material: P605-1##
© Copyright. All rights reserved. 1

Order Quantity 20
Save your data and note the document number of your Inquiry.
Document number: ___________________________________

Close the app and return to the home page.
4. Go to the tile group Presales and start the app Manage Sales Quotations. Based on your
inquiry, create a quotation with the reference to your inquiry.
Create the quotation with the following data:
Quotation type QT
Sales Organization 1010
Distribution Channel 10
Division 00
Hint:
Make sure you choose Create with reference.
You can enter your previous inquiry number directly or search for it; For the
search enter ##AF01 in the search field: Pur. Order:.
The Req. delivery date <two weeks from today’s date> as well as the customer and
product information should be copied from your inquiry into your new quotation.
Enter ##AG01 in the Customer Reference field.
Limit the validity of your quotation to one month.
Save your entry and note the quotation number .
Document number: ___________________________________
Close the app and navigate to the home page.
5. After checking the quotation, your customer decides to order 5 pieces of the product.
Go to the tile group Sales Orders and start the app Create Sales Orders VA01.
Create the order with the following data:
Order type OR
Division 00
Create the order with reference to the quotation. For entering the product and quantity,
use the option Item Selection.
Enter ##TA01 in the Customer Reference field.
Save your entry and note your order number:

Exercise 1: Introduction to the Sales and Distribution Process
Document number: ___________________________________
6. Use the document flow of the quotation to get an overview of this sales process. What is
the overall processing status for each different document?
Use the app Manage Sales Quotations and as selection criteria use your customer C605–
A##. Display the quotation and call up the Document Flow.
What is the overall processing status?
Inquiry: ________________________________
Quotation: _________________________________
Order: _________________________________
7. After the customer has tested the product, he orders the remaining 15 pieces.
Create another order with reference to your previous quotation.
As before, use the order type OR and the sales area data: 1010/10/00.
Enter ##TA02 as the customer reference number.
Document number: ___________________________________
8. Review the sales process by viewing the document flow for the quotation.
What is the overall processing status for the different documents now?
Inquiry: ________________________________
Quotation: _________________________________
Order: _________________________________
9. Review the data of your last order with the customer reference number ##TA02.
What is the material price per piece (PR00) of the bike?
PR00: ________________________________
10. Which of your sales offices is responsible for this sale?
Sales office: ____________________________________
11. What is the name of the sales employee responsible for the sale?
Name: ___________________________________________
12. Which division and material pricing group has it been assigned to?
Division: ______________________________________
Material price group: _______________________________
13. Which plant, shipping point, and route will be used to deliver the goods?
Plant: _______________________________________
Shipping point: ____________________________________

Route: ______________________________________
14. What are the terms of delivery (incoterms) and terms of payment for your customer?
Incoterms / Inco Location 1: _________________________________
Payment terms: _____________________________________
15. What date has the delivery been confirmed for?

Navigate to the confirmed delivery date:
Confirmed delivery date: ____________________________________
16. Set default values for your user S4605-## in the SAP Fiori launchpad.
Go to your user data and choose Settings.
Set the following default values:

Field Value
Company Code 1010
Shipping Point 1010
Division 00
Sign out from the SAP Fiori launchpad.

Unit 2
Solution 1
Introduction to the Sales and Distribution
Process
Sales and Distribution Process

Your customer, C605-A##, is interested in ordering your material P605-1##. First of all, you
want to get familiar with the SAP S/4HANA user interface and afterwards enter the customer
inquiry with the given data.
menu. Use your provided user S4605-## and password. Both will be provided by your
instructor.
a) Choose Microsoft Windows and choose the all apps menu. Look for
the Fiori Launchpad app.
b) Start the Fiori Launchpad app.
c) To log in, use your given user: S4605–## and password.
2. Go to the tile group Presales and start the app Manage Sales Inquiries.
Note:
All apps that start with Manage allow you to maintain sales documents. You
can create, change, display, or delete them.
a) See the task.
3. Create an inquiry for your customer C605-A## who is interested in the product P605-1##
and requests a delivery in two weeks.
Create the inquiry with the following data:
Enter the process data:
Inquiry type: IN
Division: 00
Enter the header data:

Sold- to Party: C605-A##

Req. delivery date: <in two weeks from today’s day>
Confirm your entry and any system messages before you enter the product information.
Enter the item data:
Material: P605-1##
Order Quantity 20
Save your data and note the document number of your Inquiry.
Document number: ___________________________________

Close the app and return to the home page.
a) Choose the tile group Presales and start the app Manage Sales Inquiries.
b) Choose Create Inquiry.
c) Enter the given data.
d) Choose Continue.
e) Enter the detailed data of your inquiry:

Sold-to Party: C605-A##
Req. delivery date: <in two weeks from today’s day> and confirm your entry by
choosing Enter.
When prompted with the message Change in invoice date: The billing
date is redetermined choose Continue.
Enter the material P605-1## and quantity 20.
f) Choose Save and note the document number.

Document number: ___________________________________
a) Choose Exit and leave the data entry screen.
b) For closing the app, you have two options:
● Choose Down at the end of Manage Sales Inquiries and choose Home.
● Choose the SAP logo.
4. Go to the tile group Presales and start the app Manage Sales Quotations. Based on your
inquiry, create a quotation with the reference to your inquiry.
Create the quotation with the following data:
Quotation type QT

Solution 1: Introduction to the Sales and Distribution Process
Division 00
Hint:
Make sure you choose Create with reference.
You can enter your previous inquiry number directly or search for it; For the
search enter ##AF01 in the search field: Pur. Order:.
The Req. delivery date <two weeks from today’s date> as well as the customer and
Enter ##AG01 in the Customer Reference field.
Limit the validity of your quotation to one month.
Save your entry and note the quotation number .
Document number: ___________________________________
Close the app and navigate to the home page.
a) Choose the tile group Presales and start the app Manage Sales Quotations.
b) Choose Create Quotation.
d) Choose Create with Reference.
e) Enter your inquiry number from the previous exercise.
Note:
You can enter the inquiry number or search for it; enter ##AF01 in the
search field: Pur. Order:.
f) Choose Copy.
The Req. delivery date in two weeks from today’s date as well as the customer and
g) Enter the data for the quotation:

Valid To <four weeks from today's date>
Cust. Reference ##AG01
h) Choose Save and note the quotation number.

Document number: ___________________________________
i) Choose Navigate to home page.
5. After checking the quotation, your customer decides to order 5 pieces of the product.
Go to the tile group Sales Orders and start the app Create Sales Orders VA01.

Order type OR
Division 00
Create the order with reference to the quotation. For entering the product and quantity,
use the option Item Selection.
Enter ##TA01 in the Customer Reference field.
Document number: ___________________________________
a) Go to the tile group Sales Orders and start the app Create Sales Orders VA01.
b) Enter the given data for the order creation (order type OR and sales area data
1010/10/00).
c) Choose Create with Reference.
d) Enter your quotation number from the previous exercise.
e) Choose Item Selection.
f) Reduce the quantity to 5.
g) Choose Copy.
h) Enter ##TA01 in the Cust. Reference field.
i) Choose Save and note your order number.

Document number: ___________________________________
a) Choose Exit and choose Navigate to home page.
6. Use the document flow of the quotation to get an overview of this sales process. What is
the overall processing status for each different document?
Use the app Manage Sales Quotations and as selection criteria use your customer C605–
A##. Display the quotation and call up the Document Flow.
What is the overall processing status?
Inquiry: ________________________________
Quotation: _________________________________
Order: _________________________________
a) Navigate to the tile group Presales and start the app Manage Sales Quotations.
b) If necessary, expand the filter criteria and enter your customer C605–A## as the
sold-to party.
c) Choose Go.

The result list displays the quotation of your customer.
d) There are two ways to display the quotation details:

First option: Select the quotation, use the hyperlink, and choose Display Quotation.
OR
Second option: Choose > at the end of the line.
e) Choose Display Document Flow.

The overall processing status shows the following information:
Inquiry Completed
Quotation In Process
Order Open
f) Choose Navigate to Home page.
7. After the customer has tested the product, he orders the remaining 15 pieces.
Create another order with reference to your previous quotation.
As before, use the order type OR and the sales area data: 1010/10/00.
Enter ##TA02 as the customer reference number.
Document number: ___________________________________
a) Go to the tile group Sales Orders and start the app Create Sales Orders VA01.
b) Enter the given data.
d) Enter your quotation number from the previous exercise
Note:
You can enter the quotation number or search for it: Enter ##AG01 in the
search field: Pur. Order .
e) Choose Copy.
f) Enter ##TA02 in the Cust. Reference field.
g) Choose Save and note the order number.
h) Choose Navigate to Home Page.
8. Review the sales process by viewing the document flow for the quotation.
What is the overall processing status for the different documents now?
Inquiry: ________________________________
Quotation: _________________________________

Order: _________________________________
a) Navigate to the tile group Presales and choose the app Manage Sales Quotations.
b) Enter your customer as Sold-to party: C605–A##.
c) To start the report, choose Go.

The list of your customer quotation displays.
d) Choose > at the end of the line to display the details of the quotation.
e) Choose Display Document Flow.

Inquiry Completed
Quotation Completed
Order Open
Order Open
f) Choose Exit and choose Navigate Home Page .
9. Review the data of your last order with the customer reference number ##TA02.
What is the material price per piece (PR00) of the bike?
PR00: ________________________________
a) Navigate to the tile group Sales Orders and start the app Manage Sales Orders.
b) If necessary, expand the filter criteria and enter your customer C605–A## as the
sold-to party.
c) Choose Go.
The result list displays the orders of your customer
d) Choose > at the end of the line and display the details of the order.
e) Select the item.
f) Choose Item Conditions.
In the Condition screen. determine the price per 1 PC:
PR00 Price 1.000,00 EUR
g) Choose < Back to go back to the order details screen.
10. Which of your sales offices is responsible for this sale?
Sales office: ____________________________________
a) Choose More → Goto → Header → Sales.

Sales Office 1000 Sales Office Hamburg

11. What is the name of the sales employee responsible for the sale?
Name: ___________________________________________
a) In the header details, go to the tab Partner.

Sales employee: 98 Suzan Silver
b) Choose < Back to go back to the order details screen.
12. Which division and material pricing group has it been assigned to?
Division: ______________________________________
Material price group: _______________________________
a) Select the item, choose Display Item Details, and choose the tab Sales B.
Division 03 Motorcycles/Bikes
Material price group 01 Normal
b) Stay in the item details view and continue with the next step.
13. Which plant, shipping point, and route will be used to deliver the goods?
Plant: _______________________________________
Shipping point: ____________________________________
Route: ______________________________________
a) In the item details, choose the tab Shipping.

Plant 1010 Hamburg
Shipping point 1010 Shipping Point 1010
Route Hamburg — Frankfurt
b) Choose < Back to navigate to the order details screen.
14. What are the terms of delivery (incoterms) and terms of payment for your customer?
Incoterms / Inco Location 1: _________________________________
Payment terms: _____________________________________
a) In the order tab Sales, you find the details:

Incoterms EXW
Inco Location 1 Hamburg

Pyt Terms (Payment ZB01 14 days 3%, 30/2%, 45 net

terms)
15. What date has the delivery been confirmed for?

Navigate to the confirmed delivery date:
Confirmed delivery date: ____________________________________
a) Select the item.
b) Choose Schedule lines for the items.
Delivery date Date of line with the confirmed quantity
c) Close the app and choose Navigate to Home Page.
16. Set default values for your user S4605-## in the SAP Fiori launchpad.
Go to your user data and choose Settings.
Set the following default values:

Field Value
Company Code 1010
Shipping Point 1010
Division 00
Sign out from the SAP Fiori launchpad.
a) Choose your S4605-## user data and choose Settings.
b) Choose Default Values.
c) Scroll to the Financial Accounting area and check the default value for the field
Company Code: 1010.
d) Scroll to the Logistics Execution area and enter the default value for the field Shipping
Point: 1010.
e) Scroll to the Sales and Billing area.

f) Enter the default values for the fields Sales Org.: 1010, Distr. Channel: 10, and Division:
00.
g) Choose Save.
h) Choose and choose Sign Out.

Unit 3
Exercise 2
Enterprise Structures in Sales and Distribution
Task 1: Get to Know the SAP Back-end System

The project team has already modeled the organizational structure of your company in the
SAP system.
Familiarize yourself with the organizational units that have been set up to model your
company’s organizational structure.
You want to get to know the SAP back-end system and the SAP GUI navigation.
Furthermore, you want to access the customizing and recap the organizational assignment.
You will expand the existing enterprise structure for your sales organization to include the
new eSales ## distribution channel.
1. Log on to the SAP back-end system. The system information, user S4605–## and
password will be provided by your instructor. Make sure you are using the SAP Menu.
2. Make some adjustments for yourself in the SAP GUI. For the SAP Menu make the
transaction codes visible. In the menu bar, choose Extras → Settings and select Display
Technical Names.
3. As a person who is going to do customizing in the SAP system, it is important to know the
technical values of the customizing settings. Therefore make sure that the technical keys
are shown in the drop-down list boxes. Verify it and if necessary customize the local layout
accordingly.
Choose Customize Local Layout and check the settings under Options → Interaction
Design → Visualization 1 . Make sure that the fields Show keys within drop-down lists and
Sort by keys within drop-down lists for most efficient keyboard input are activated.
4. Get familiar with the SAP customizing. Open a New SAP GUI window for the customizing.
Firstly, create an entry for the SAP customizing in your Favorites menu. This will make
accessing the SAP customizing easier for you in the future. There are two ways to do it;
you can insert the customizing transaction code SPRO directly in your Favorites menu or
use Add to Favorites in the SAP menu.
You find the customizing entry in the SAP Menu screen with the following menu path:
Tools → Customizing → IMG → Execute Project (transaction code SPRO).
Choose SAP Reference IMG.
5. Take a look at the aspects of the organizational settings in the customizing. What is the
description of your sales organization 1010? Which currency is used to update the
statistics?
Description:
_________________________________

Exercise 2: Enterprise Structures in Sales and Distribution
Statistics currency:
_________________________________
6. Which distribution channels have been defined for Direct Sales and Wholesale ?
Distribution Channel: _________________________________
7. Which company code does the sales organization 1010 belong to?
Company code: _________________________________
8. Where do you find the information what kind of products the sales organization 1010 is
allowed to sell?
Is the sales organization 1010 allowed to sell products of the division: Services or Food?
Task 2: Get to Know the Configuration of New Organizational Units

Your manager has approved a project for establishing eSales as a new sales channel at your
company. Your manager wants to be able to track the sales and revenues from these
transactions separately, and pricing procedures that are different from all other sales
processes must be possible.
Configure the new organizational units you need.
1. Define a new distribution channel with the description eSales ## and with the number YY
= (70 + ##). You need to calculate your distribution channel number YY = 70 + ## (for
example, group 19: YY = 70 + 19 = 89).
Hint:
Use the Define distribution channel function, NOT Copy, delete, check
distribution channel.
Background:
The Define distribution channel function (only) creates a new distribution
channel. The much more powerful function Copy, delete, check distribution
channel allows you to copy all of the distribution channel-specific settings
from the template. You can also perform this synchronization later. This
function is extremely useful and efficient in projects. In this course, however,
you are responsible for performing the corresponding customizing steps
yourself.
Distribution Channel YY = 70 + ## (for example, group 19: YY = 70 + 19 = 89)
Description eSales ##
2. An independent staff is being trained to process the orders received through eSales ##.
Organizationally, these employees will be grouped together in a sales office. Set up the
new sales office ZE## with the description eOffice ## for your group. Use the sales
office 1000 as a template.
3. Enhance the existing sales organization structures by integrating new organizational units.

Assign the new distribution channel YY (=70+##) eSales ## to your sales organization
TA## .
4. Build a new sales area with your sales organizationTA##, the new distribution channel YY
(=>70+##), and the division 00.
5. Configure your new sales area TA## / YY / 00 so that your new sales office Ze## can be
assigned as the responsible internal organizational unit.
At the end of the exercise, log off from the SAP GUI. In the SAP Customizing
Implementation Guide, choose Exit and then enter /nex in the command field (ex =exit).
The logoff is necessary because otherwise your user data will not be updated later.

Unit 3
Solution 2
Enterprise Structures in Sales and Distribution
Task 1: Get to Know the SAP Back-end System

The project team has already modeled the organizational structure of your company in the
SAP system.
Familiarize yourself with the organizational units that have been set up to model your
company’s organizational structure.
You want to get to know the SAP back-end system and the SAP GUI navigation.
Furthermore, you want to access the customizing and recap the organizational assignment.
You will expand the existing enterprise structure for your sales organization to include the
new eSales ## distribution channel.
1. Log on to the SAP back-end system. The system information, user S4605–## and
password will be provided by your instructor. Make sure you are using the SAP Menu.
a) Log on to the SAP back-end system with the information provided.
b) If necessary, change from the User Menu to the SAP Menu. To do so, choose
Menu → SAP Menu or choose SAP Menu.
2. Make some adjustments for yourself in the SAP GUI. For the SAP Menu make the
transaction codes visible. In the menu bar, choose Extras → Settings and select Display
Technical Names.
a) In the menu bar, choose Extras → Settings, select Display Technical Names, and
choose Continue.
3. As a person who is going to do customizing in the SAP system, it is important to know the
technical values of the customizing settings. Therefore make sure that the technical keys
are shown in the drop-down list boxes. Verify it and if necessary customize the local layout
accordingly.
Choose Customize Local Layout and check the settings under Options → Interaction
Design → Visualization 1 . Make sure that the fields Show keys within drop-down lists and
Sort by keys within drop-down lists for most efficient keyboard input are activated.
a) Choose Customize Local Layout.
b) Check the settings and navigate to Options → Interaction Design → Visualization 1 .
c) On the tab Visualization 1, in the screen area Controls, select (if necessary) the fields
Show keys within drop-down lists and Sort by keys within drop-down lists for most
efficient keyboard input.
d) Choose Apply and OK.
4. Get familiar with the SAP customizing. Open a New SAP GUI window for the customizing.

Firstly, create an entry for the SAP customizing in your Favorites menu. This will make
accessing the SAP customizing easier for you in the future. There are two ways to do it;
you can insert the customizing transaction code SPRO directly in your Favorites menu or
use Add to Favorites in the SAP menu.
You find the customizing entry in the SAP Menu screen with the following menu path:
Tools → Customizing → IMG → Execute Project (transaction code SPRO).
Choose SAP Reference IMG.
a) Open a new SAP GUI window for the customizing: choose New GUI Window.
b) In the menu bar, choose Favorites → Insert transaction and enter the transaction
code SPRO.
Or:
c) In the SAP Menu screen, open the menu path Tools → Customizing → IMG →
Execute Project (transaction code SPRO) and choose Add to Favorites.
5. Take a look at the aspects of the organizational settings in the customizing. What is the
description of your sales organization 1010? Which currency is used to update the
statistics?
Description:
_________________________________
Statistics currency:
_________________________________
a) Use our Favorites menu and call up the SAP customizing (transaction code SPRO).
Choose SAP Reference IMG .
In the future, the expression SAP Customizing Implementation Guide will be shortened
to IMG.
b) In the IMG, choose Enterprise Structure → Definition → Sales and Distribution →

Define, copy, delete, check sales organization.
c) In Define, copy, delete, check sales organization, choose IMG Activity.
d) Choose Define Sales Organization.
e) Select the entry 1010 and choose Details.
Description Sales Org Germany
Statistics currency EUR (Euro)
f) Choose Exit , Close the activity, and go back to the basis screen Display IMG.
6. Which distribution channels have been defined for Direct Sales and Wholesale ?

Solution 2: Enterprise Structures in Sales and Distribution
a) In the SAP Customizing Implementation Guide choose Enterprise Structure →

Definition → Sales and Distribution → Define, copy, delete, check distribution channel.
b) Navigate to the entry Define, copy, delete, check distribution channel and choose
IMG Activity.
c) Choose Define distribution channel.
d) Here you find the description of the distribution channels.

Distribution Channel 10 Direct Sales
Distribution Channel 12 Wholesale
e) Choose Exit , Close the activity, and go back to the basis screen Display IMG.
7. Which company code does the sales organization 1010 belong to?
Company code: _________________________________
a) In the SAP Customizing Implementation Guide, choose Enterprise Structure →

Assignment → Sales and Distribution → Assign sales organization to company code.
b) In Assign sales organization to company code, choose IMG Activity.
c) You find the entry Assignment 1010 Sales Org Germany — Company code (CoCd):
1010.
d) Choose Exit to leave the activity and navigate back to the basis screen Display
IMG .
8. Where do you find the information what kind of products the sales organization 1010 is
allowed to sell?
Is the sales organization 1010 allowed to sell products of the division: Services or Food?
a) The assignment of the sales organization and division shows you what kind of products
the sales organization 1010 is allowed to sell.
b) In the SAP Customizing Implementation Guide, choose Enterprise Structure →

Assignment → Sales and Distribution → Assign division to sales organization.
c) In Assign division to sales organization choose IMG Activity.

Here you find the list of divisions that the sales organization 1010 is allowed to sell.
d) You find the assignment Sales Org: 1010 — Division: 08 Service but there is no
assignment for food. This means the organization 1010 is allowed to sell service
products but not food.
Task 2: Get to Know the Configuration of New Organizational Units

Your manager has approved a project for establishing eSales as a new sales channel at your
company. Your manager wants to be able to track the sales and revenues from these
transactions separately, and pricing procedures that are different from all other sales
processes must be possible.

Configure the new organizational units you need.
1. Define a new distribution channel with the description eSales ## and with the number YY
= (70 + ##). You need to calculate your distribution channel number YY = 70 + ## (for
example, group 19: YY = 70 + 19 = 89).
Hint:
Use the Define distribution channel function, NOT Copy, delete, check
distribution channel.
Background:
The Define distribution channel function (only) creates a new distribution
channel. The much more powerful function Copy, delete, check distribution
channel allows you to copy all of the distribution channel-specific settings
from the template. You can also perform this synchronization later. This
function is extremely useful and efficient in projects. In this course, however,
you are responsible for performing the corresponding customizing steps
yourself.
Distribution Channel YY = 70 + ## (for example, group 19: YY = 70 + 19 = 89)
a) In the SAP Customizing Implementation Guide (IMG) choose : Enterprise Structure →

Definition → Sales and Distribution → Define, copy, delete, check distribution channel .
b) Choose Define distribution channel.
c) Choose New Entries.
d) Enter your data:

Distribution Channel < your YY value >
YY = (70+##), for example; Group 19: YY = 70 + 19:
enter 89
e) Choose Save.
f) Choose Exit , Close the activity, and navigate back to the basis screen
Display IMG.
2. An independent staff is being trained to process the orders received through eSales ##.
Organizationally, these employees will be grouped together in a sales office. Set up the
new sales office ZE## with the description eOffice ## for your group. Use the sales
office 1000 as a template.
a) In the SAP Customizing Implementation Guide, choose Enterprise Structure →
Definition → Sales and Distribution → Maintain sales office.

Solution 2: Enterprise Structures in Sales and Distribution
b) Select the sales office 1000 and choose Copy as...
c) Change the entry of the Sales Office to ZE## and the Description to eOffice ##.
d) Choose Enter.
e) Confirm the pop-up window Edit Address by choosing Copy.
f) Choose Save.
g) Exit and close the activity and go back to the basis screen Display IMG .
3. Enhance the existing sales organization structures by integrating new organizational units.
Assign the new distribution channel YY (=70+##) eSales ## to your sales organization
TA## .
a) In the SAP Customizing Implementation Guide (IMG) choose Enterprise Structure →
Assignment → Sales and Distribution → Assign distribution channel to sales
organization.
b) Choose New Entries.
c) Enter the data provided:
SOrg (Sales Organization) TA##
DChl: (Distribution Channel) YY = <70 + ##>
d) Choose Save.
e) Exit the activity and navigate back to the basis screen Display IMG.
4. Build a new sales area with your sales organizationTA##, the new distribution channel YY
(=>70+##), and the division 00.
a) In the SAP Customizing Implementation Guide (IMG), choose Enterprise Structure →
Assignment → Sales and Distribution → Set up sales area.
d) Choose Save.
e) Exit the activity and navigate back to the basis screen Display IMG.
5. Configure your new sales area TA## / YY / 00 so that your new sales office Ze## can be
assigned as the responsible internal organizational unit.
At the end of the exercise, log off from the SAP GUI. In the SAP Customizing
Implementation Guide, choose Exit and then enter /nex in the command field (ex =exit).
The logoff is necessary because otherwise your user data will not be updated later.
a) In the SAP Customizing Implementation Guide (IMG), choose Enterprise Structure →
Assignment → Sales and Distribution → Assign sales office to sales area.
c) Enter the following data:

SOrg: (Sales Organization) TA##
DChl: (Distribution Channel) YY = <70 + ##>
Dv: (Division) 00
SOff : (Sales Office) ZE##
d) Choose Save.
e) Choose Exit and navigate back to the basis screen Display IMG.
Now you should able to see the command field.
f) In the command field, enter /nex and log off from the SAP GUI.

Unit 4
Exercise 3
Influence of the Customer Master Data for the
Order Processing
Get familiar with the customer master data and the SAP business partner concept and how it
is mapped in customizing.
Hint:
Please use the Fiori Launchpad for the exercise.
menu. Use your provided user S4605-## and password; both will be provided by your
instructor.
2. Your customer Becker Frankfurt ## (C615–GA##) orders 5 pieces of the product

P605-2##. The customer accepts our default requested delivery data.
Create the order in the system and use the following data:
Order type OR
Division 00
Sold-to Party C615–GA##
Cust. Reference ##TA03
Material P605-2##
Quantity 5
Save your order and note the document number.
Document number: ___________________________________
3. Look at the order you just created and note the order details. What are the Incoterms/Inco
location 1 and the payment terms?
Incoterms/Inco Location 1: _______________________________________________
Payment terms: _______________________________________________
You want to know where the incoterms and payment terms derive from.

Look at the partner details. Who is the sold-to party and who the payer?
Sold-to Party : __________________________________
Payer: __________________________________
4. Take a look at the customer master data of the sold-to party C615–GA## and payer
C615–GC##. The sales area are the same as for the order entry (1010/10/00).
What incoterms/inco location 1 and payment terms are maintained for the sold-to party
C615–GA##?
What incoterms/inco location 1 and payment terms are maintained for the payer C615–
GC##?
Use the Customer Master app (Create/Change/Display Customers).
Customer: C615–GA##
Incoterms/inco location 1: _____________________________________
Payment terms: _____________________________________
Customer: C615–GC##
Incoterms/inco location 1: ______________________________________
Payment terms: ______________________________________
5. Your customer Becker Frankfurt ## (C615–GA##) informs you that they have an
additional payer, Y-Bike (C615–GZ00), which usually should be used for billing.
Change your sold-to party C615–GA## and add the additional payer Y-Bike with the
customer number C615–GZ00.
As Y-Bike (C615–GZ00) should preferably be used for billing, this payer should be marked
as default payer.
6. Test your changes and create a new order. Use the app Create Sales Orders VA01.
Order type OR
Division 00
When you confirm your data entry you should receive a selection window for the payer.
The payer C615–GZ00 should be preselected.
Enter the item details.
Material P605-2##
Quantity 5

Exercise 3: Influence of the Customer Master Data for the Order Processing
Document number: ___________________________________
7. Test the system reaction when you create an order for the payer Y-Bike (C615–GZ00).
Order type OR
Division 00
Sold-to Party C615–GZ00
What system message do you receive? Why?
Message: _____________________________________________________________
What controls the SD customer master data?
The SD customer master is controlled by the __________________________________

Unit 4
Solution 3
Influence of the Customer Master Data for the
Order Processing
Get familiar with the customer master data and the SAP business partner concept and how it
is mapped in customizing.
Hint:
Please use the Fiori Launchpad for the exercise.
menu. Use your provided user S4605-## and password; both will be provided by your
instructor.
a) Choose Microsoft Windows, then choose the all apps menu. Look
for the Fiori Launchpad app.
b) Start the Fiori Launchpad app.
c) To log in, use your given user: S4605–## and password.
2. Your customer Becker Frankfurt ## (C615–GA##) orders 5 pieces of the product

P605-2##. The customer accepts our default requested delivery data.
Create the order in the system and use the following data:
Order type OR
Division 00
Material P605-2##
Quantity 5
Document number: ___________________________________

Solution 3: Influence of the Customer Master Data for the Order Processing
a) Choose the tile group Sales Orders and start the app Create Sales Orders VA01.
c) Choose Save and note the document number.
d) Choose Navigate to home page.
3. Look at the order you just created and note the order details. What are the Incoterms/Inco
location 1 and the payment terms?
Incoterms/Inco Location 1: _______________________________________________
Payment terms: _______________________________________________
You want to know where the incoterms and payment terms derive from.
Look at the partner details. Who is the sold-to party and who the payer?
Sold-to Party : __________________________________
Payer: __________________________________
a) When you are in your last session, in the screen Create Standard Order: Overview,
choose Display.
Otherwise use the Manage Sales Orders app, enter C615–GA## as sold-to party and
choose Go. In the result list, select your order and choose > at the end of line.
b) In the Display Standard Order - Overview view, on the tab Sales , you find the
information on the incoterms and payment terms.
Incoterms and Inco Location 1: EXW Hamburg
Payment Terms: ZB01 (14 Days 3%, 30/2%, 45 net)
c) You want to know where the incoterms and payment terms derive from.
The incoterms derive from the sold-to party.
The payment terms derive from the payer.
d) Take a look at the partner details on the header level. Who is the sold-to party and who
the payer?
Navigate to More → Goto → Header → Partner.
Sold-to Party: C615–GA##
Payer: C615–GC##
e) Choose Navigate to home page.
4. Take a look at the customer master data of the sold-to party C615–GA## and payer
C615–GC##. The sales area are the same as for the order entry (1010/10/00).
What incoterms/inco location 1 and payment terms are maintained for the sold-to party
C615–GA##?
What incoterms/inco location 1 and payment terms are maintained for the payer C615–
GC##?
Use the Customer Master app (Create/Change/Display Customers).

Customer: C615–GA##
Incoterms/inco location 1: _____________________________________
Payment terms: _____________________________________
Incoterms/inco location 1: ______________________________________
Payment terms: ______________________________________

a) Choose the tile group Master Data and start the app Customer Master.
b) Enter C615–GA## as the business partner and choose Go.
c) In the result list, select your customer and choose > at the end of line.
The customer master data is displayed.
d) Choose Sales Areas.
e) Select the line for the sales area - (Sales Organization: 1010/ Distribution Channel: 10/
Division: 00) and choose > at the end of the line.
f) In the sales area details that are displayed in the Billing area, you find the information
for your customer, C615–GA##.
Incoterms/Inco location 1: EXW Hamburg
Payment terms: Pay immediately w/o deduction (ZB00)
g) Proceed in the same way to call up the details for the customer C615–GC##.
Incoterms/inco location 1: CIP Berlin
Payment terms: 14 Days 3%, 30/2%, 45 net — ZB01
h) Choose Navigate to home page.
5. Your customer Becker Frankfurt ## (C615–GA##) informs you that they have an
additional payer, Y-Bike (C615–GZ00), which usually should be used for billing.
Change your sold-to party C615–GA## and add the additional payer Y-Bike with the
customer number C615–GZ00.
As Y-Bike (C615–GZ00) should preferably be used for billing, this payer should be marked
as default payer.
a) If necessary, navigate to the tile group Master Data.
Start the Customer Master app.
b) Enter C615–GA## as the business partner and choose Go.
c) Select your customer and choose > at the end of line.

The customer master data is displayed.
d) Choose Edit.
e) Choose Sales Areas.

Solution 3: Influence of the Customer Master Data for the Order Processing
f) Select the line for the sales area 1010/10/00 and choose > at the end of line.
g) Choose Partner Functions.
h) Choose Create.
i) Enter the following information:

Partner Role PY
Partner Number C615–GZ00
j) Select the field Default Partner for C615–GZ00.
k) Choose Apply.
l) Choose Save.
m) Choose Navigate to home page.
6. Test your changes and create a new order. Use the app Create Sales Orders VA01.
Order type OR
Division 00
When you confirm your data entry you should receive a selection window for the payer.
The payer C615–GZ00 should be preselected.
Enter the item details.
Material P605-2##
Quantity 5
Document number: ___________________________________
a) Navigate to the tile group Sales Orders and choose the app Create Sales Orders VA01.
c) Enter the sold-to party C615–GA## and choose Enter.

You should receive a selection window for the payer. The payer C615–GZ00 should be
preselected. Choose Continue.

Continue the data entry.

Material P605-2##
Quantity 5
d) Choose Save and note the document number.
e) Choose Navigate to home page.
7. Test the system reaction when you create an order for the payer Y-Bike (C615–GZ00).
Order type OR
Division 00
Sold-to Party C615–GZ00
What system message do you receive? Why?
Message: _____________________________________________________________
What controls the SD customer master data?
The SD customer master is controlled by the __________________________________
a) If necessary, choose the tile group Sales Order and start the app Create Sales Orders
VA01.
c) Enter C615–GZ00 as the sold-to party and choose Enter.

You receive the error message No customer master record exists for sold-
to party C615-GZ00.
d) You cannot create the order for C615-GZ00, you have to cancel it.
Explanation:
You cannot create an order for this customer because the customer Y-Bike (C615–
GZ00) is only maintained as a payer. Only a customer who has been maintained as a
sold-to party includes all four mandatory SAP partner functions.
e) What controls the SD customer master data?

The account groups control the SD customer master data.

Unit 4
Exercise 4
Master Data Synchronization-Customer/
Vendor-Integration
In SAP S/4HANA, the business partner is the central object to hold partner data. Customer/
Vendor Integration (CVI) creates customer master data or vendor master data, if required,
based on a business partner.
This exercise is about the Customer/Vendor Integration. At the end, you should be able to
create a new business partner in the customer role that should be mapped to a new account
group ZK##.
Hint:
Please use the SAP GUI of the back-end system for customizing part, and for the
maintenance of the master data, use the Fiori Launchpad (FLP). .
Remember that the term SAP Customizing Implementation Guide got shortened to IMG.
1. First, we start with a recap question: What is controlled by a account group?

An Account group controls:
________________________________________________
________________________________________________
________________________________________________
2. Which account group is assigned to the customer Y-Bike (C615–GZ00) and which one is
assigned to the customer Becker Frankfurt ## (C615–GA##).?In order to answer the
question, use the app: Customer Master in the SAP Fiori Launch Pad (FLP).
Account group of C615–GZ00:________________________________________________

Account group of C615–GA##:________________________________________________
After you have finished the exercise, sign out from the SAP Fiori Launch Pad (FLP) and
close the browser. This is important as you are going to change customizing in the next
step.
3. What is controlled by the SAP Business partner?

The SAP Business partner is controlled by:
________________________________________________________
________________________________________________________
________________________________________________________
Which standard Business Partner Role does the mapping to the SD Customer/Sold-to
party?
________________________________________________________

________________________________________________________
4. How do you integrate the SAP Business partner in the role Customer to an SD account
group ? What is a prerequisite? What controls the integration?
_______________________________________________________
Prerequisite: ________________________________________________________
Controlled by: ________________________________________________________
5. Your colleague has created a new SD account group ZK## and a new Business partner
grouping ZG##. You just want to inform yourself on what has been done.
In customizing take a look at the account group ZK##. Do not make any changes just
inform yourself. Take a look at the account group details.
In customizing, take a look at the Business partner grouping ZG##. Do not make any
changes but inform yourself where you would find the necessary setting.
In the SAP back-end system, use your menu Favorites and choose Customizing
(transaction code SPRO) .
6. Now you are responsible for the synchronization of the account group and the Business
partner grouping. Set up the synchronization for the SD account group ZK## and the
Business partner grouping ZG##. They should use the same numbers, so select Same
Numbers for the entry.
7. Test your customizing changes. Create a new business partner as organization Miller##
with the number C605–Z##.
Hint:
Please use the Fiori launchpad for the exercise.
You are going to use customer Miller## later on in the Business Partner Unit. Please
only enter the data provided.
Your new customer is an organization and should be created in the Business Partner Role:
FLCU01 Customer. Make sure you assign your grouping ZG##.
Use the app Customer Master Create/Change/Display.
Use the following data for your new customer:
Business Partner: C605–Z##
Grouping : ZG##
BP Role:* FLCU01 Business Partner Customer
Name 1: Miller##
Street: Dietmar-Hopp-Allee
House Number: ##
City: Walldorf
Postal Code: 691##
Country: DE
Region: BW

Exercise 4: Master Data Synchronization-Customer/Vendor-Integration
Language EN or DE (choose your course language if

you wish)
Division: 00
Currency: EUR
When offered, please select the necessary entries by the entry help.
Search information for BP Role:*
In the field: BP Role, use the entry help and enter in the search field: Customer.
You receive a selection list of the available Business Partner Roles. Select FLCU01
Business Partner Customer.
In the Sales Area Data, enter the following information:
Customer Pricing Procedure: S Sales standard
Shipping Conditions: Standard
Incoterms: EXW Ex Works
Incoterms Location 1: Hamburg
Payment Terms: ZB04 10 days 1%, 20 net
Tax Classification: 1 Liable for Taxes
When offered, please select the necessary entries from the entry help.
8. As we are going to use the new customer Miller## later on, please test if creating an
order of order type ZA## with your new customer C605–Z## (Miller##) does work fine.
Create a Trade Fair##-Order with the following data:
Order type: ZA## (Trade Fair##-Order)
Division: 00
Sold-to Party: C605–Z##
Cust. Reference: ##-KD1
Material: P605-1##
Quantity: 5
Save the order and note the Order number.
Document number: ____________________________________

Unit 4
Solution 4
Master Data Synchronization-Customer/
Vendor-Integration
In SAP S/4HANA, the business partner is the central object to hold partner data. Customer/
Vendor Integration (CVI) creates customer master data or vendor master data, if required,
based on a business partner.
This exercise is about the Customer/Vendor Integration. At the end, you should be able to
create a new business partner in the customer role that should be mapped to a new account
group ZK##.
Hint:
Please use the SAP GUI of the back-end system for customizing part, and for the
maintenance of the master data, use the Fiori Launchpad (FLP). .
Remember that the term SAP Customizing Implementation Guide got shortened to IMG.
1. First, we start with a recap question: What is controlled by a account group?

An Account group controls:
________________________________________________
________________________________________________
________________________________________________
a) The account group controls the number range, field modification, and the partner
procedure with its partner functions. The configuration of the partner procedure is
covered later on in the Unit: Business Partner.
b) The account groups 001 Sold-to party and Customers (FI Customer; CUST)
provide the four SD mandatory partner functions which are necessary for the order
processing. Other account groups like 0003 Payer or 0002 Goods recipient do
normally just provide one of the four partner functions. The account groups 0003
Payer and 0002 Goods recipient never include the partner function Sold-to party and
therefore cannot be used for the order entry.
2. Which account group is assigned to the customer Y-Bike (C615–GZ00) and which one is
assigned to the customer Becker Frankfurt ## (C615–GA##).?In order to answer the
question, use the app: Customer Master in the SAP Fiori Launch Pad (FLP).
Account group of C615–GZ00:________________________________________________

Account group of C615–GA##:________________________________________________
After you have finished the exercise, sign out from the SAP Fiori Launch Pad (FLP) and
close the browser. This is important as you are going to change customizing in the next
step.

Solution 4: Master Data Synchronization-Customer/Vendor-Integration
a) Within the SAP Fiori Launch Pad, choose the tile group Master Data and start the app
Customer Master.
b) Enter C615–GZ00 as Business Partner , and choose Go.
c) In the result list, select your customer and choose > at the end of line.
d) The Customer Account Group: Payer (0003)is assigned to

You find the information for the account group in the Basic Data on screen area
Customer Information .
e) Proceed in the same way for customer Becker Frankfurt ## (C615–GA##).

The Customer Account Group Customers (FI Customer; CUST) (CUST) is assigned to
C615–GZ00.
f) Go to and choose Sign out . Close your browser.
3. What is controlled by the SAP Business partner?

The SAP Business partner is controlled by:
________________________________________________________
________________________________________________________
________________________________________________________
Which standard Business Partner Role does the mapping to the SD Customer/Sold-to
party?
________________________________________________________
________________________________________________________
a) The SAP Business partner is controlled by the Business Partner Category, the
Grouping and assignment of the Business Partner Role.
b) In the SAP standard delivery, the Business Partner Role: FLCU01 Customer is set up
to do synchronization to the Customer Account Group: Customers (FI Customer;
CUST) (CUST). The Business Partner Role FLCU00 FI-Customer is set up for
synchronization to FI account/ customer.
c) In our training system, the Business Partner role: ZCUCENX Customer centrally
SD/FI combines both BP roles FLCU01 Customer and FLCU00 FI-Customer
automatically when you create a new business partner with the SAP GUI transaction
BP (or with Maintain Business Partner app).
4. How do you integrate the SAP Business partner in the role Customer to an SD account
group ? What is a prerequisite? What controls the integration?
_______________________________________________________
Prerequisite: ________________________________________________________
Controlled by: ________________________________________________________
a) The integration is done with the help of an own grouping for the SAP Business partner.
b) The prerequisite is an own grouping for the Business Partner and an own account
group.

c) The integration is controlled in Customizing by Master Data Synchronization

with the help of the Customer/Vendor Integration.
5. Your colleague has created a new SD account group ZK## and a new Business partner
grouping ZG##. You just want to inform yourself on what has been done.
In customizing take a look at the account group ZK##. Do not make any changes just
inform yourself. Take a look at the account group details.
In customizing, take a look at the Business partner grouping ZG##. Do not make any
changes but inform yourself where you would find the necessary setting.
In the SAP back-end system, use your menu Favorites and choose Customizing
(transaction code SPRO) .
a) Go to the SAP back-end system and choose the transaction code SPRO in your
Favorites menu.
b) Inform yourself on the setup of an account group ZK##.

In IMG, choose: Logistics General → Business Partner → Customers → Control →
Define Account Groups and Field Selection for Customers.
On Define Account Groups and Field Selection for Customers, choose IMG Activity.
Choose Position and enter Account Group: ZK##.
Select Account Group: ZK## and choose Details.
Do not make any changes at the account group — just inform yourself.
Choose Exit, until you have returned to Display IMG screen.
c) Inform yourself about the setup of the SAP Business Partner.

In the IMG, choose: Cross-Application Components → SAP Business Partner →
Business Partner → Basic Settings .
Here you find the settings for the Number Ranges:
Choose Number Ranges and Groupings → Define Groupings and Assign Number
Ranges .
On Define Groupings and Assign Number Ranges, choose IMG Activity.

Here you find the entry for your group##. Look for the entry:
Grouping: ZG## Shortname: ZG## Description: ZG## Ex.alphanum. for Cust.
ZK## Number range: AB.
Do not make any changes — just inform yourself.
Choose Exit until you have returned to Display IMG screen.
6. Now you are responsible for the synchronization of the account group and the Business
partner grouping. Set up the synchronization for the SD account group ZK## and the
Business partner grouping ZG##. They should use the same numbers, so select Same
Numbers for the entry.
a) Navigate to the Customizing, choose transaction code SPRO.
Choose in the IMG: Cross-Application Components → Master Data Synchronization
→ Customer/Vendor Integration → Business Partner Settings → Settings for
Customer Integration → Field Assignment for Customer Integration → Assign Keys →
Define Number Assignment for Direction BP to Customer.

b) Execute the IMG Activity on Define Number Assignment for Direction BP to Customer.
d) Make the entry in the Grouping field ZG## and in the field Account Group: ZK## and
select Same Numbers for the entry as they should use the same numbers.
e) Choose Save.
f) Choose Exit until you have returned to Display IMG screen.
7. Test your customizing changes. Create a new business partner as organization Miller##
with the number C605–Z##.
Hint:
Please use the Fiori launchpad for the exercise.
You are going to use customer Miller## later on in the Business Partner Unit. Please
only enter the data provided.
Your new customer is an organization and should be created in the Business Partner Role:
FLCU01 Customer. Make sure you assign your grouping ZG##.
Use the app Customer Master Create/Change/Display.
Use the following data for your new customer:
Business Partner: C605–Z##
Grouping : ZG##
Name 1: Miller##
Street: Dietmar-Hopp-Allee
House Number: ##
City: Walldorf
Postal Code: 691##
Country: DE
Region: BW
Language EN or DE (choose your course language if

you wish)
Division: 00
Currency: EUR
When offered, please select the necessary entries by the entry help.

Search information for BP Role:*

In the field: BP Role, use the entry help and enter in the search field: Customer.
You receive a selection list of the available Business Partner Roles. Select FLCU01
In the Sales Area Data, enter the following information:
a) Start the Fiori Launch Pad (FLP).
b) Navigate to the tile group: Master Data and choose the app: Customer Master
Create/Change/Display.
c) Choose Create and select Organization.
d) Enter the given data:

Use the search help for BP Role:*
In the field: BP Role, use the entry help and enter Customer in the search field.
You receive a selection list of the available Business Partner Roles, here select FLCU01
e) After the data entry choose OK.
f) Choose Sales Areas.
g) Select the line for the sales area 1010/10/00 and choose > at the end of line.
h) Enter the given Sales Area Data:

i) Choose Apply.

j) Choose Save.
k) After saving, choose Navigate to Home Page.
8. As we are going to use the new customer Miller## later on, please test if creating an
order of order type ZA## with your new customer C605–Z## (Miller##) does work fine.
Create a Trade Fair##-Order with the following data:
Order type: ZA## (Trade Fair##-Order)
Division: 00
Sold-to Party: C605–Z##
Cust. Reference: ##-KD1
Material: P605-1##
Quantity: 5
Save the order and note the Order number.
Document number: ____________________________________
a) Go to the tile group Sales Orders, start the app: Create Sales Orders.
b) Enter the given process data.
c) Choose Continue and enter the given order details data.
Order number: ___________________________________
e) Choose Navigate to Home Page.

Unit 4
Exercise 5
Sales Order Processing - Special Features
Task 1: Setting Default Values of the Order Processing

As you notice you always have to enter the sales area data for the order processing. You could
save time if these values were set as default values.
1. You have set default values for order processing in the Fiori Launch Pad earlier.
Review the settings of the default values in the SAP beck-end system. Log on to the SAP
back-end system. The system information, user S4605–## and password will be provided
by your instructor.
In the SAP Menu bar, choose System → User Profile → User Data.
In the screen Maintain User Profile, navigate to the tab: Parameters.. Here you should find
your entries.
Table 1: Parameter - Default values:

Field: SET/GET Parameter ID Field: Parameter Value
BUK (Sales Organization) 1010
VKO 1010
VST 1010
VTW (Distribution Channel) 10
SPA (Division) 00
Choose Exit.
2. Create a standard order in the back-end system. The fields for the sales area data
(1010/10/00) should be automatically filled.
In the SAP menu, choose Logistics → Sales and Distribution → Sales → Order →
Create (VA01).
The sales area data should be filled automatically with the following data:
Division: 00
Enter the Order type: OR and enter the order details:

Sold-to Party: C605–A##
Cust. Reference: ##TA05
Material: P605-1##

Exercise 5: Sales Order Processing - Special Features
Quantity: 5
Finally, save your order and note its number.

Order number: ______________________
Task 2: Special Features Order Processing

You want to test some special features for the order processing like changing an existing
order and canceling of an order.
1. Your contact person of the customer Astoria-Cycle ## (C605–A## ) informs you that he
has moved his job and now works for Galileo Bike ## . The last order with the customer
reference: ##TA05 should have been entered for sold-to party Galileo Bike ## with
customer number C605–B##. Correct the mistake.
For this part of the task use the Fiori Launch Pad (FLP).
2. The contact person of customer Galileo Bike ##calls again. Now the customer wants to
cancel the last order with the Customer reference: ##TA05. Take the necessary action for
canceling.
The order should not get lost but should not be processed any further.
What does indicate that the order is not going to be processed any further?
___________________________________________________
3. Get familiar with the reason for rejection.

For this part of the task, use the SAP back-end system.
Change your last order in the SAP back-end system and enter different reasons for
rejection.
Change your last order with the Customer reference: ##TA05 again and set the reason for
rejection: 03 Too expensive. What is the net value of the order? Note the net value of
the order.
Net value of the order: _________________________
Now change the reason for rejection to W2 Cancellation required by customer.

What is the net value of the order now?
Note the net value of the order: _________________________
4. Navigate to the customizing and take a look at the reason for rejection. What is the
difference between the two reason for rejection 03 and W2?
You find the reason for rejection in customizing; in the SAP Reference IMG, choose: Sales
and Distribution → Sales → Sales Documents → Sales Document Item → Define
Reasons For Rejection.
Difference is the field and its setting:
Field: ___________________________
Setting: _________________________

Unit 4
Solution 5
Sales Order Processing - Special Features
Task 1: Setting Default Values of the Order Processing

As you notice you always have to enter the sales area data for the order processing. You could
save time if these values were set as default values.
1. You have set default values for order processing in the Fiori Launch Pad earlier.
Review the settings of the default values in the SAP beck-end system. Log on to the SAP
back-end system. The system information, user S4605–## and password will be provided
by your instructor.
In the SAP Menu bar, choose System → User Profile → User Data.
In the screen Maintain User Profile, navigate to the tab: Parameters.. Here you should find
your entries.
Table 1: Parameter - Default values:

Field: SET/GET Parameter ID Field: Parameter Value
BUK (Sales Organization) 1010
VKO 1010
VST 1010
VTW (Distribution Channel) 10
SPA (Division) 00
Choose Exit.
a) Do as describe in the task.
2. Create a standard order in the back-end system. The fields for the sales area data
(1010/10/00) should be automatically filled.
In the SAP menu, choose Logistics → Sales and Distribution → Sales → Order →
Create (VA01).
The sales area data should be filled automatically with the following data:
Division: 00
Enter the Order type: OR and enter the order details:

Cust. Reference: ##TA05

Solution 5: Sales Order Processing - Special Features
Material: P605-1##
Quantity: 5
Finally, save your order and note its number.

Order number: ______________________
a) Log on to the back-end system with the given user S4605–## and password.
b) In the SAP menu, choose Logistics → Sales and Distribution → Sales → Order →
Create (VA01).
c) The sales area data (1010/10/00) should be filled automatically.
d) Enter the Order type: OR and choose Enter.
e) Enter the given data.
f) Choose Save and note the document number.
Order number: ___________________________________
Task 2: Special Features Order Processing

You want to test some special features for the order processing like changing an existing
order and canceling of an order.
1. Your contact person of the customer Astoria-Cycle ## (C605–A## ) informs you that he
has moved his job and now works for Galileo Bike ## . The last order with the customer
reference: ##TA05 should have been entered for sold-to party Galileo Bike ## with
customer number C605–B##. Correct the mistake.
For this part of the task use the Fiori Launch Pad (FLP).
a) Use the Fiori Launch Pad (FLP).
b) Go to the tile group: Sales Orders, start the app: Manage Sales Orders.
c) Search for your last order , enter ##TA05 as Customer Referenceand choose Go.
d) In the result list, select the hyperlink of your order and choose More Links and select
Change Sales Order - VA02 and choose OK.
e) Click on the hyperlink of your and select Change Sales Order - VA02.
f) Change the Sold-To party and Ship-To party to C605–B##, choose Enter to confirm
your change.
g) You receive several pop-up windows, confirm them all. Choose Redetermine when
prompted.
h) Choose Save.
When asked to redetermine Taxes and/or redetermine routes and shipping for all
items?
Choose Redetermine and Continue as often as asked for.
2. The contact person of customer Galileo Bike ##calls again. Now the customer wants to
cancel the last order with the Customer reference: ##TA05. Take the necessary action for
canceling.

The order should not get lost but should not be processed any further.
What does indicate that the order is not going to be processed any further?
___________________________________________________
a) Go to the tile group: Sales Order and start the app: Manage Sales Orders.
b) Enter ##TA05 in the search field, and choose Go.
c) In the result list, select the hyperlink of your order and choose Change Sales Orders
VA02.
d) Choose Reject Document.
e) Enter Competitor better as the Reason for Rejection and choose Copy.
f) Choose Save.
g) Choose Display Document Flow.

The order status Completed indicates that the order is not going to be processed any
further.
h) Finally, choose Navigate to Home Page.
3. Get familiar with the reason for rejection.

For this part of the task, use the SAP back-end system.
Change your last order in the SAP back-end system and enter different reasons for
rejection.
Change your last order with the Customer reference: ##TA05 again and set the reason for
rejection: 03 Too expensive. What is the net value of the order? Note the net value of
the order.
Net value of the order: _________________________
Now change the reason for rejection to W2 Cancellation required by customer.

What is the net value of the order now?
Note the net value of the order: _________________________
a) Use the SAP back-end system for the task.
b) In the SAP menu, choose Logistics → Sales and Distribution → Sales → Order →
Change (VA02).
c) In the search criteria, enter ##TA05 as Purchase Order No. and choose Search.
d) Select your order.
e) Choose Reject Document.
f) In the drop-down list box, select 03 Too expensive as the Reason for Rejection.
g) Choose Copy.
h) Note the net value of the order.

Net value: 5000,00 EUR

Solution 5: Sales Order Processing - Special Features
i) Now change the reason for rejection again. Choose Reject Document.
j) In the drop-down list box, select W2 Cancellation required by customer as the

Reason for Rejection.
k) Choose Copy.
l) Note the net value of the order.

Net value: 00,00 EUR
m) Choose Save and Exit.
4. Navigate to the customizing and take a look at the reason for rejection. What is the
difference between the two reason for rejection 03 and W2?
You find the reason for rejection in customizing; in the SAP Reference IMG, choose: Sales
and Distribution → Sales → Sales Documents → Sales Document Item → Define
Reasons For Rejection.
Difference is the field and its setting:
Field: ___________________________
Setting: _________________________
a) Choose the transaction code SPRO in your Favorites.
b) In the SAP Reference IMG, choose: Sales and Distribution → Sales → Sales
Documents → Sales Document Item → Define Reasons For Rejection.
c) Execute the IMG Activity.
d) Compare the reason for rejection: 03 Too expensive and W2 Cancellation

required by customer.
e) The field Stat.(Statistical Values) is different. 03 Too expensive shows no entry

which means: System will copy item to header totals, Reasons For Rejection: W2
Cancellation required by customer show the value Y: No cumulation - Values
can be used statistically.

Unit 5
Exercise 6
Controlling Sales Documents with Sales
Document Types
Customizing of the Sales Document Types
Hint:
Use the SAP GUI of the back-end system for the exercise.
You want to control and evaluate your sales activities for trade fairs separately. To do this,
you use a different sales document type ZA##, which you set up in Customizing to meet your
requirements. Your already existing trade fair order ZA## should meet the following
requirements:
● The description should be Trade Fair##-order.
● The number assignment should be internal – you should not be able to assign numbers
externally.
● Item numbering should have an increment of 100.
● Order entry should begin with the Item overview screen.
● Checking open quotations or contracts is not necessary.
● For the invoicing process you should use the billing document type F1– Invoice (F1).
● Your company wants the requested delivery date to be proposed automatically with a lead
time of 10 days.
● Pricing should be based on the current date.
● The system should automatically propose the current date as the customer reference date
(CustRef Date).
1. Change order type ZA##, which has been generated as a copy of the standard order
(order type OR) to meet these requirements.
2. Check your settings by creating an order with the new sales document type ZA## and one
item.
Create the order in the back-end system and use the following data:
Order type ZA##
Division 00

Exercise 6: Controlling Sales Documents with Sales Document Types
Sold-to Party C605-B##
Cust. Reference ##-ZA01
Material P605-2##
Quantity 10
3. Check the fields containing the document number of the order, the requested delivery
date, the pricing date, the order date, the overview screen, and the item numbering for this
order.
4. Compare the two sales document types Standard order (OR) and Rush order (SO).
5. What are the differences between these two types? Mention three main differences.
Note three main differences:
_________________________________________________
_________________________________________________
_________________________________________________
6. Change your sales document type ZA## so it behaves like a rush order (order type SO).
Hint:
Check the settings for immediate delivery; shipping conditions and lead time
in days.
7. Test your new settings and create a new order in the back-end system.
Create the order in the back end system and use the following data:
Order type ZA##
Division 00
Sold-to Party C605-A##
Material P605-1##
Quantity 5
8. Take a look at the document flow to determine whether the delivery has been created.
Outbound delivery number:____________________________________
9. Undo your customizing changes to the order type ZA## when you are finished.
Change your sales document type ZA##; it should have the following settings again:

Description Trade Fair##-order
Number range external assignment blank
Item no. increment 100
FCODE overview screen UER2
Quotation messages blank
Messages about outline agreements blank
Delivery-rel. billing type F1
Order-related billing type F1
Lead time in days 10
Prop. f. pricing date blank
Propose delivery date activate
Propose CustRef date activate

Unit 5
Solution 6
Controlling Sales Documents with Sales
Document Types
Customizing of the Sales Document Types
Hint:
You want to control and evaluate your sales activities for trade fairs separately. To do this,
you use a different sales document type ZA##, which you set up in Customizing to meet your
requirements. Your already existing trade fair order ZA## should meet the following
requirements:
● The description should be Trade Fair##-order.
● The number assignment should be internal – you should not be able to assign numbers
externally.
● Item numbering should have an increment of 100.
● Order entry should begin with the Item overview screen.
● Checking open quotations or contracts is not necessary.
● For the invoicing process you should use the billing document type F1– Invoice (F1).
● Your company wants the requested delivery date to be proposed automatically with a lead
time of 10 days.
● Pricing should be based on the current date.
● The system should automatically propose the current date as the customer reference date
(CustRef Date).
1. Change order type ZA##, which has been generated as a copy of the standard order
(order type OR) to meet these requirements.
a) Navigate to Customizing; choose transaction code SPRO in your Favorites menu.
b) In the SAP Reference IMG, choose Sales and Distribution → Sales → Sales
Documents → Sales Document Header → Define Sales Document Types.
c) Execute the activity.
d) Choose Position, enter your sales document type ZA##, and choose Continue.
e) Select your document type ZA##. Choose Details.
f) Check and if necessary change the sales document type ZA##.


Propose CustRef Date activate
g) Choose Save and Exit.
2. Check your settings by creating an order with the new sales document type ZA## and one
item.
Order type ZA##
Division 00
Material P605-2##
Quantity 10
a) In the back-end system open a New SAP GUI Window.
b) In the SAP Menu choose Logistics → Sales and Distribution → Sales → Order
→ VA01 - Create.
c) Create your trade fair order ZA## and enter the given data.
d) Enter the given data.
e) Verify the settings in the sales order.

In the first field, Trade Fair##-order, you cannot enter a number.

Solution 6: Controlling Sales Documents with Sales Document Types
You start on the tab Item Overview.

Your item number is 100.
f) Choose Save and Exit.
3. Check the fields containing the document number of the order, the requested delivery
date, the pricing date, the order date, the overview screen, and the item numbering for this
order.
a) Display your order again and check the fields.
→ VA03 - Display.
c) Check the fields according to the customizing of your sales document type ZA##.
Fair##-order blank (number is only assigned internally on saving)
Req. deliv. date Ten days from today
Pricing date today
Order date Today
Overview screen Item overview
Item number 100
d) Choose Exit.
4. Compare the two sales document types Standard order (OR) and Rush order (SO).
a) Compare the document types in Customizing under Sales and Distribution → Sales →
Sales Documents → Sales Document Header → Define Sales Document Types.
b) Execute the activity.
c) Choose Position, enter the sales document type OR, and choose Continue.
d) Choose Position , enter the sales document type SO, and choose continue.
e) Select both sales document types and choose Details.
f) Compare the sales document types. To switch between the entries choose
Previous entry or Next entry.
5. What are the differences between these two types? Mention three main differences.
Note three main differences:
_________________________________________________
_________________________________________________
_________________________________________________
a) The following fields in the rush order are different from those in the standard order :
(Note: these are the critical fields that are different – there are others.)

● Shipping conditions: 03 Immediately
● Immediate delivery: X
● Lead time in days: blank (which means today)
b) Choose Exit.
6. Change your sales document type ZA## so it behaves like a rush order (order type SO).
Hint:
Check the settings for immediate delivery; shipping conditions and lead time
in days.
b) In the SAP Reference IMG choose Sales and Distribution → Sales → Sales
d) Choose Position, enter your sales document type ZA##, and choose Continue.
f) Change your the document type ZA## accordingly.
● Shipping conditions: 03 Immediately
● Immediate delivery: X
● Lead time in days: blank (delete any entry)
7. Test your new settings and create a new order in the back-end system.
Order type ZA##
Division 00
Material P605-1##
Quantity 5

Solution 6: Controlling Sales Documents with Sales Document Types
a) In the back-end system open a New SAP GUI Window and in the SAP Menu
choose Logistics → Sales and Distribution → Sales → Order → VA01 - Create.
c) Choose Save.
In the status line you should receive a message: Trade Fair##-order XXX has
been saved (delivery XXXXXX created)
8. Take a look at the document flow to determine whether the delivery has been created.
Outbound delivery number:____________________________________
a) If you still are in the order entry screen, choose Sales Document → Display.
If not, in the SAP Menu choose Logistics → Sales and Distribution → Sales → Order
→ VA03 - Display.
b) Choose Display Document flow or choose Environment → Display Document
Flow.
c) Note the delivery.
d) Choose Exit.
9. Undo your customizing changes to the order type ZA## when you are finished.
Change your sales document type ZA##; it should have the following settings again:
b) In the SAP Reference IMG choose Sales and Distribution → Sales → Sales

d) Choose Position, and enter your sales document type ZA##, and choose Continue.
f) Change your the document type ZA## accordingly.
g) Undo your changes.

Imm. delivery blank (delete the entry)
Shipping condition blank (delete the entry)
h) Make sure the fields are set as before:

i) Choose Save and Exit.

Unit 5
Exercise 7
Controlling Sales Documents - Item Categories
and Item Category Determination
Hint:
Please use the SAP GUI of the back-end system for the exercise.
Item categories
Your customer Astoria Cyles ## places a new order with the purchase order number ##-
S4605-##.
1. Create a new order in the back-end system for your customer Astoria Cyles ##. Your
customer orders two items one bike and one service product.
Enter the following data:
Order type: OR
Division: 00
Cust. Reference: ##S4605-##
Material: P605-1##
Quantity: 10
Material: P-Service
Quantity: 1
At the end save your order and note its number.

Order number: ______________________
2. Your customer Astoria Cyles ## (C605-A##) calls again and orders another item. He
orders 10 units of material P605-Y##. The delivery date is in two week’s time. This
additional item should be included in the last order with the Customer Reference
(Purchase Order Number): ##S4605-##.
3. You have also agreed to grant your customer one additional piece as a free goods item of
material P605-Y##. Enter a corresponding sub-item.
Material: P605-Y##

Quantity: 1
Higher-level item: 30
4. Is this item included in the net value of the order?
_______________________________________________________
5. What are the item categories in this order?

Item 10: _________________________________
Item 20: _________________________________
Item 30: _________________________________
Item 31: _________________________________
6. Take a look at the customizing table of the Item categories.

Complete the following table:
Item Description Business Schedule Item rel- Pricing Struc- Billing
catego- item lines Al- ev. for ture Rele-
ry lowed delivery scope vance
TAN Standard
item
TANN Free-of-
charge item
TAP Pric.at Item
Level
TAQ Pric.at Head-
er Level
TATX Text item
TAD Service
TAE Explanation
7. Take a look at the customizing table of the Item categories determination..

Why is the item category in the order automatically proposed by the system? Find the
relevant table in Customizing.
What are the key fields for automatically determining the item categories?
Key field 1: _________________________________
Key field 2: _________________________________
Key field 3: _________________________________
Key field 4: _________________________________
8. Assignment of Item Categories -Take a look at the customizing table: Assign Item
Categories.

Exercise 7: Controlling Sales Documents - Item Categories and Item Category Determination
Sales Item cate- Item usage Higher-level Default item Manual Manual
document gory group item cate- category item cate- item cat-
type gory gory egory
IN DIEN
QT TEXT
OR NORM
OR NORM TAN
OR NORM TAP
OR NORM TAQ
ZA## ERLA
ZA## ERLA TAQ
ZA## LUMF
ZA## LUMF TAP
9. Optional - Analyze the determination of the item category TAN and TAD.
Create an order with two items, one for a service item (item category TAD) and one for a
delivery-related item (item category TAN).
Order type: OR
Division: 00
Cust. Reference: ##-TA06
Material: P605-2##
Quantity: 5
Material: P-Service
Quantity: 3
Order number: ______________________
10. Analyze the item categories of your just created order with Customer Reference ##-
TA06 . Which item categories groups are used?
11. Which item categories are used? In Customizing, check which of the item categories are
relevant for delivery and pricing.

Item category Pricing Schedule lines Item relevant

permitted for delivery
Item 10
Item 20
12. Deliver the your last order with the customer reference ##-TA06. Enter shipping point
1010 and selection date <10 days from today>. For which order items does the system
generate delivery items ?
In order to create the delivery use the following information:
In the SAP Menu choose: Logistics → Sales and Distribution → Shipping and
Transportation → Outbound Delivery → Create → Single Document → With Reference
to Sales Order.(VL01N ).
Note the delivery document number.
Document number: _________________________________

Unit 5
Solution 7
Controlling Sales Documents - Item Categories
and Item Category Determination
Hint:
Item categories
Your customer Astoria Cyles ## places a new order with the purchase order number ##-
S4605-##.
1. Create a new order in the back-end system for your customer Astoria Cyles ##. Your
customer orders two items one bike and one service product.
Order type: OR
Division: 00
Cust. Reference: ##S4605-##
Material: P605-1##
Quantity: 10
Material: P-Service
Quantity: 1

Order number: ______________________
a) In the back-end system open a New SAP GUI Window and choose in the SAP
Menu: Logistics → Sales and Distribution → Sales → Order → VA01 - Create.
c) Choose Save and note the document number.

Order number: ___________________________________
2. Your customer Astoria Cyles ## (C605-A##) calls again and orders another item. He
orders 10 units of material P605-Y##. The delivery date is in two week’s time. This
additional item should be included in the last order with the Customer Reference
(Purchase Order Number): ##S4605-##.
a) Call up your the last order. Choose in the SAP Menu: Logistics → Sales and
Distribution → Sales → Order → VA02 - Change.
b) Enter the <order number of your last order> or search for it with the help of the
purchase order number
##S4605-##.
c) Choose Enter and open the order in the change mode.
d) Enter Material: P605-Y## with order quantity: 10.
3. You have also agreed to grant your customer one additional piece as a free goods item of
material P605-Y##. Enter a corresponding sub-item.
Material: P605-Y##
Quantity: 1
Higher-level item: 30
a) Navigate to your last the order and enter one additional piece of material P605-Y## as
subitem in the order.
b) Enter the Material: P605-Y## and Quantity: 1 and enter in the Field HL Itm (Higher-
level item) 30.
c) Afterwards, choose Enter to confirm your entry.
d) Choose Save.
4. Is this item included in the net value of the order?
_______________________________________________________
a) Select the free-goods item and choose Item Condition.

Answer: No, it is not included. The net value of the item is zero. You grant 100%
discount (condition type R100).
5. What are the item categories in this order?

Item 10: _________________________________
Item 20: _________________________________
Item 30: _________________________________
Item 31: _________________________________
a) In the SAP menu choose Logistics → Sales and Distribution → Sales → Order →
VA03 Display.
Item 10: TAN

Solution 7: Controlling Sales Documents - Item Categories and Item Category Determination
Item 20: TAD

Item 30: TAN
Item 31: TANN
6. Take a look at the customizing table of the Item categories.

Item Description Business Schedule Item rel- Pricing Struc- Billing
catego- item lines Al- ev. for ture Rele-
ry lowed delivery scope vance
TAN Standard x x - X - A
item
TANN Free-of- x x - B - A
charge item
TAP Pric.at Item - x - - A A
Level
TAQ Pric.at Head- x x - X A A
er Level
TATX Text item - - x - - A
TAD Service x x - X - B
TAE Explanation - x - - - -
a) Choose transaction code SPRO in your Favorites menu and navigate to Customizing.
b) In the SAP Reference IMG. choose: Sales and Distribution → Sales → Sales
Documents → Sales Document Item → Define Item Categories.
d) Choose Position and enter the Item categories mentioned above and document its
settings in the table above.
e) Select each Item category and choose Details.
7. Take a look at the customizing table of the Item categories determination..

Why is the item category in the order automatically proposed by the system? Find the
relevant table in Customizing.
What are the key fields for automatically determining the item categories?
Key field 1: _________________________________
Key field 2: _________________________________
Key field 3: _________________________________
Key field 4: _________________________________
a) Choose transaction code SPRO in your Favorites menu and navigate to the
Customizing. Check the assignment of the respective item categories.

In the SAP Reference IMG. choose:

Sales and Distribution → Sales → Sales Documents
→ Sales Document Item → Assign Item Categories.
Key field 1: SaTy Sales document type

Key field 2: ItCGr Item category group
Key field 3: Usg. Item usage
Key field 4: HLevItCa Item category of higher-level item
8. Assignment of Item Categories -Take a look at the customizing table: Assign Item
Categories.
Sales Item cate- Item usage Higher-level Default item Manual Manual
document gory group item cate- category item cate- item cat-
type gory gory egory
IN DIEN AFX
QT TEXT AGTX
OR NORM TAN TAP TAQ
OR NORM TAN TANN
OR NORM TAP TAN
OR NORM TAQ TAE
ZA## ERLA TAQ
ZA## ERLA TAQ TAE
ZA## LUMF TAP
ZA## LUMF TAP TAN
a) Choose transaction code SPRO in your Favorites menu and navigate to the
Customizing.
Sales and Distribution → Sales → Sales Documents → Sales Document Item
→ Assign Item Categories.
b) Execute the IMG Activity.
c) Choose Position and enter the given information.
d) Check the settings and then Exit the activity and return to the screen Display
IMG .
9. Optional - Analyze the determination of the item category TAN and TAD.
Create an order with two items, one for a service item (item category TAD) and one for a
delivery-related item (item category TAN).

Solution 7: Controlling Sales Documents - Item Categories and Item Category Determination

Order type: OR
Division: 00
Material: P605-2##
Quantity: 5
Material: P-Service
Quantity: 3
Order number: ______________________
a) In the SAP menu choose: Logistics → Sales and Distribution → Sales → Order →
VA01 Create
b) Enter the given data .
c) Choose Save and note its number.
10. Analyze the item categories of your just created order with Customer Reference ##-
TA06 . Which item categories groups are used?
a) In the SAP menu choose: Logistics → Sales and Distribution → Sales → Order →
VA03 Display
b) Enter <your last order number> and choose Enter.
c) Select the first item.
d) Call up the material master directly within the order.

In order to do so, choose:
Environment → Display material.
Within the Display Material view, navigate to the Sales: sales org. 2 tab and note the
field item category group.
Proceed likewise to the second item
You find the following information:
Item 10: Item category group: NORM

Item 20: Item category group: LEIS

11. Which item categories are used? In Customizing, check which of the item categories are
relevant for delivery and pricing.
Item category Pricing Schedule lines Item relevant
permitted for delivery
Item 10 TAN X X -
Item 20 TAD X X -
a) Use your second SAP GUI window and navigate to the Customizing, choose
transaction code SPRO.
b) In the SAP Reference IMG choose: Sales and Distribution → Sales → Sales
a) Execute the IMG Activity.
b) Choose Position and enter the Item categories mentioned above and document its
settings in the table above.
c) Select each Item category and choose Details.
d) Check the settings and afterwards Exit the activity and return to screen Display
IMG .
12. Deliver the your last order with the customer reference ##-TA06. Enter shipping point
1010 and selection date <10 days from today>. For which order items does the system
generate delivery items ?
In order to create the delivery use the following information:
In the SAP Menu choose: Logistics → Sales and Distribution → Shipping and
Transportation → Outbound Delivery → Create → Single Document → With Reference
to Sales Order.(VL01N ).
Note the delivery document number.
Document number: _________________________________
a) In the SAP Menu choose: Logistics → Sales and Distribution → Shipping and
Transportation → Outbound Delivery → Create → Single Document → VL01N With
Reference to Sales Order.
b) Enter Shipping Point: 1010 and selection date <10 days from today>. Confirm your
entry.
c) A delivery item is generated for the standard item (TAN).
d) Choose Save and Exit

Unit 5
Exercise 8
Control of Sales Documents - Item Category -
BOMs in Sales Document
Hint:
Build up Bill of Material (BOM) for Sales

You want your material P605-6## (Omega-Bike ##) in plant: 1010 to appear as a bill of
material in your sales documents.
1. For the material P605-6##, create a sales BOM (usage: 5 Sales and Distribution) with the
components P605-U## , P605-X##,P605-Y## and P605-Z## and choose 1 piece for
each. Configure the bill of material items as stock items (L).
In the SAP Menu choose:
Logistics → Sales and Distribution → → Master Data → Products → Bills of Material →
Bill of Material → Material BOM → CS01 Create
Material: P605-6##
Plant: 1010 Hamburg
BOM Usage: 5 Sales and Distribution
Use the BOM item category: L Stock item when requested.
2. Create an order for your customer C605-A## and your material P605-6##, use as
customer reference ##-TA07.
Order type: OR
Division: 00
Material: P605-6##
Quantity: 1

Does the system explode the bill of material?

__________________________________________
Why / why not?
__________________________________________
3. In future, you only want to determine prices for the finished product. You want to list the
individual components of the finished product for informational purposes. Change the
material master for your material P605-6## so that pricing only takes place at main item
level.
4. Check the effects of your change in the sales document. Create an new order for your
customer C605-A## and your material P605-6##, use as customer reference ##-TA08 .
__________________________________________
Which items affect the net value of the order?
__________________________________________
Note the net value of your order
Net value: __________________________________________
5. Change your material P605-6## so that pricing only takes place at sub-item level.
6. Check the effects of your change in the sales document.

Create an order and use the following data:
Order type: OR
Division: 00
Material: P605-6##
Quantity: 1

__________________________________________
__________________________________________
Note the net value of your order . Is it higher or lower as before?
Net value: __________________________________________

Unit 5
Solution 8
Control of Sales Documents - Item Category -
BOMs in Sales Document
Hint:
Build up Bill of Material (BOM) for Sales

You want your material P605-6## (Omega-Bike ##) in plant: 1010 to appear as a bill of
material in your sales documents.
1. For the material P605-6##, create a sales BOM (usage: 5 Sales and Distribution) with the
components P605-U## , P605-X##,P605-Y## and P605-Z## and choose 1 piece for
each. Configure the bill of material items as stock items (L).
Logistics → Sales and Distribution → → Master Data → Products → Bills of Material →
Material: P605-6##
Plant: 1010 Hamburg
Use the BOM item category: L Stock item when requested.

a) Create the Bill of Material for Sales.
Logistics → Sales and Distribution → Master Data → Products → Bills of Material →
b) Enter the following data :

Material: P605-6## Omega-Bike ##
Plant: 1010 Hamburg
c) Use the BOM item category: L Stock item
d) In the field Component, enter materials P605-U## , P605-X##, P605-Y## and

P605-Z##. Enter 1 as the Quantity for each item.
e) Choose Save.

2. Create an order for your customer C605-A## and your material P605-6##, use as
customer reference ##-TA07.
Order type: OR
Division: 00
Material: P605-6##
Quantity: 1

__________________________________________
Why / why not?
__________________________________________
a) In the SAP Menu, choose: Logistics → Sales and Distribution → Sales → Order
→ VA01 - Create.
b) Enter given data.
c) When you have entered the Bill of Material P605-6## - The BOM did not explode..
Why ? - in order to answer this question take a look at the customizing.
d) Choose Cancel and cancel the order entry.
e) In your second SAP GUI window navigate to the Customizing, choose the transaction
code SPRO from your Favorites menu.
f) In the SAP Reference IMG choose: Sales and Distribution → Sales → Sales
g) Execute the IMG Activity.
h) Choose Position and enter the Item category TAN.
i) Select the Item category and choose Details..
j) Take a look the settings for the structure scope.

The item category of the main item in the BOM, TAN, does not support the explosion of
BOMs in the sales document (the ”Structure scope” field is blank).
k) Afterwards Exit the activity and return to the screen Display IMG.
3. In future, you only want to determine prices for the finished product. You want to list the
individual components of the finished product for informational purposes. Change the

Solution 8: Control of Sales Documents - Item Category - BOMs in Sales Document
material master for your material P605-6## so that pricing only takes place at main item
level.
a) In the SAP Menu choose: Logistics → Sales and Distribution → Master Data →
Products → Material → Trading Goods → MM02 Change.
Choose tab.
b) Enter the material: P605-6##
c) Choose Select View(s)
d) In the window Select View(s)choose Sales: Sales Org. Data 2 and choose
Continue.
e) Enter the Organizational Levels:

Plant: 1010
Sales organization: 1010
Distr. channel: 10
and choose Continue.
f) Change the item category group, enter in the Field Item category group: ERLA.
g) Choose Save and Exit. .
4. Check the effects of your change in the sales document. Create an new order for your
customer C605-A## and your material P605-6##, use as customer reference ##-TA08 .
__________________________________________
__________________________________________
Note the net value of your order
Net value: __________________________________________
a) Create an new order with the given data.
b) In SAP Menu choose: Logistics → Sales and Distribution → Sales → Order → VA01 -
Create.
d) The BOM is exploded. Pricing is only performed for the main item. As a result, the net
value of the order is calculated exclusively from this item.
e) Note the net value of your order

Net value: 600,00 EUR.
5. Change your material P605-6## so that pricing only takes place at sub-item level.

Choose tab.
b) Enter the material: P605-6## and choose Enter.
c) In the window Select View(s) choose Sales: Sales Org. Data 2 and choose
Continue.
d) Enter the data for the Organizational Levels:

Plant: 1010
Sales organization: 1010
Distr. channel: 10
and choose Continue.
e) Change the item category group, enter in the Item category group Field : LUMF.
f) Choose Save.
6. Check the effects of your change in the sales document.

Create an order and use the following data:
Order type: OR
Division: 00
Material: P605-6##
Quantity: 1

__________________________________________
__________________________________________
Note the net value of your order . Is it higher or lower as before?
Net value: __________________________________________
a) Create an new order with the given data as describe before.
b) In SAP Menu choose: Logistics → Sales and Distribution → Sales → Order → VA01 -
Create.

Solution 8: Control of Sales Documents - Item Category - BOMs in Sales Document
d) The BOM is exploded. Pricing is only performed for the sub-item. As a result, the net
value of the order is calculated exclusively from the sub-items.
e) Note the net value of your order

Net value: _______________________
The net value is higher as before because every single item is taken into account.

Unit 5
Exercise 9
Controlling Sales Documents - Schedule Line
Categories
Hint:
Schedule Line in an order

Get to know schedule lines for the order processing
1. Your Customer C605-A## requests a quotation for 10 units of material P605-1##. The
quotation should be valid for one month.
Create a quotation and enter the following data:
Quotation type: QT
Division: 00
Cust. Reference: ##-AG02##
Valid to: One month from today

Material: P605-1##
Quantity: 10
At the end save your quotation and note its number

Number: _________________________
2. On what date has the delivery of the schedule line been confirmed?
Confirmed date: ___________________________________
3. Which item and schedule line categories have been determined?
Item category: _______________________________________
Schedule line category: ______________________________________
4. How does the schedule line category control this schedule line?

Exercise 9: Controlling Sales Documents - Schedule Line Categories
Item relev. for delivery: _______________________________________
Req./Assembly (Transfer of requirements / Begin assembly order from SD):
Availability check: _____________________________
5. Try to deliver the quotation (change the delivery selection date to the schedule line
confirmed date).
Within your quotation choose: Sales Document → Deliver . When asked, enter as shipping
point: 1010.
Can you do it?
____________________________________________
6. Take a look at the customizing table: Define Schedule Line Categories. Get to know
schedule line configuration
Schedule line Description Availability Req./Assem- Item relevant Movement
cat. bly (Transfer for delivery type
of require-
ments / Be-
gin assembly
order from
SD):
AT Inquiry sched.
line
BN No MRP
BP MRP
CN No material
requirements
planning
(MRP)
CP Deterministic
Materials
planning
DN Returns
7. After checking your quotation thoroughly, your customer C605-A## places an order with
you..
Create the sales order, enter a standard order (Order type: OR) with reference to the
quotation created in the previous exercise. For the order enter as Customer Reference :
##-TA10). Copy the quotation into the order in full
8. On what date is the delivery of the schedule line confirmed?
Confirmed date: _________________________________

Item category: _________________________________
Schedule line category: _________________________________
Item relev. for delivery: _______________________________
Movement type: _________________________________
Req./Assembly : _________________________________
Availability check: _________________________________
11. Try to deliver your last order. Is this possible?

____________________________________________________
12. Optional
Which order screens contain information about the movement type and delivery blocks
linked to schedule lines?
Movement type: _______________________________________
Delivery block: _______________________________________
13. Get to know how some standard schedules lines are determined. Take a look at the
customizing table: Asign Schedule Line Categories.
Item category MRP type Proposed Manual Manual sched-
schedule line schedule line ule line cate-
category category gory
ItCa Typ SchLC MSLCa MSLCa
AFN
AFN ND
AGN
TAN
TAN VM
TANN ND
REN
KBN
KEN
14. Recap question of the schedule line determination.

Which schedule line category does the system determine for an item in item category TAN
if the MRP type for the material is P3 (MRP fixing type -3-)?
Schedule line category: _______________________________________

Exercise 9: Controlling Sales Documents - Schedule Line Categories
Which search key does the system use?

Key:
Item category: ______________________ and MRP Type: _________________

Unit 5
Solution 9
Controlling Sales Documents - Schedule Line
Categories
Hint:
Schedule Line in an order

Get to know schedule lines for the order processing
1. Your Customer C605-A## requests a quotation for 10 units of material P605-1##. The
quotation should be valid for one month.
Create a quotation and enter the following data:
Quotation type: QT
Division: 00
Cust. Reference: ##-AG02##
Valid to: One month from today

Material: P605-1##
Quantity: 10
At the end save your quotation and note its number

Number: _________________________
a) Create this quotation.

Logistics → Sales and Distribution → Sales → Quotation → VA21 Create
b) Enter the given data for the quotation
c) Choose Save
d) Note your document number.

Solution 9: Controlling Sales Documents - Schedule Line Categories
e) In order to display your sales document again, choose Sales Document → Display.
2. On what date has the delivery of the schedule line been confirmed?
Confirmed date: ___________________________________
a) Select the item and choose Schedule lines for item
b) Open the Schedule lines details tab - it is the date for the field Confirmed Quantity:10
Item category: _______________________________________
Schedule line category: ______________________________________
a) Item category: AGN Standard item
b) Schedule line category: BN (No MRP)
Item relev. for delivery: _______________________________________
Availability check: _____________________________
a) Use your second SAP GUI window and navigate to the Customizing, choose
transaction code SPRO in your Favorites menu
Documents → Schedule Lines → Define Schedule Line Categories
c) Choose Position, enter in the field Sched.line cat. BN and choose continue
d) Select the Schedule line category BN and choose Details.
e) Review its setting

Item relev. for delivery: deactivated
deactivated
Availability check: deactivated
f) Choose Exit and return to screen Display IMG .
5. Try to deliver the quotation (change the delivery selection date to the schedule line
confirmed date).
Within your quotation choose: Sales Document → Deliver . When asked, enter as shipping
point: 1010.
Can you do it?
____________________________________________
a) No, you receive an error message:

"Copying control is missing for.…"

This means, The schedule lines of the quotation are not relevant for delivery.
6. Take a look at the customizing table: Define Schedule Line Categories. Get to know
schedule line configuration
Schedule line Description Availability Req./Assem- Item relevant Movement
cat. bly (Transfer for delivery type
of require-
ments / Be-
gin assembly
order from
SD):
AT Inquiry sched.
line
BN No MRP
BP MRP X X
CN No material X 601
requirements
planning
(MRP)
CP Deterministic X X X 601
Materials
planning
DN Returns X 651
a) Use your second SAP GUI window and navigate to the Customizing. Use the
c) Choose Position and enter the given information
d) Select each Schedule line category and choose Details.
f) Afterwards choose Exit, so your are back on the IMG basic screen again.
7. After checking your quotation thoroughly, your customer C605-A## places an order with
you..
Create the sales order, enter a standard order (Order type: OR) with reference to the
quotation created in the previous exercise. For the order enter as Customer Reference :
##-TA10). Copy the quotation into the order in full
a) Create an order
Logistics → Sales and Distribution → Sales → Order → VA01 Create

b) Enter the Order Type: OR
c) Choose Create with Reference and enter the <number of your quotation>.
d) Choose Copy to create the order
e) enter the Cust. Reference ##-TA10
f) Choose Save
g) In order to display your sales document again, choose Sales Document → Display
8. On what date is the delivery of the schedule line confirmed?
Confirmed date: _________________________________
a) Select the item and choose Schedule lines for item.
Item category: _________________________________
Schedule line category: _________________________________
a) Select the item and choose Schedule lines for the item
b) Which item and schedule line categories have been determined?

Item category: TAN
Schedule line category: CP
Item relev. for delivery: _______________________________
Movement type: _________________________________
Req./Assembly : _________________________________
Availability check: _________________________________
a) Use your second SAP GUI window and navigate to the Customizing. Use the
c) Choose Position and enter the in the field Sched.line cat. CP. Choose continue
d) Select the Schedule line category and choose Details.

Item relev. for delivery: x
Movement type: 601 GD Goods delivery
Req./Assembly : x
Availability check: x

a) Choose Exitand return to the Display IMG screen.
11. Try to deliver your last order. Is this possible?

____________________________________________________
a) Use your first SAP GUI window and call your last order
Logistics → Sales and Distribution → Sales → Order → VA02 Display
b) Within your order choose Sales document → Deliver.
c) Yes. - you can create a delivery.
12. Optional
Which order screens contain information about the movement type and delivery blocks
linked to schedule lines?
Movement type: _______________________________________
Delivery block: _______________________________________
a) Call up your order again

In the SAP Menu choose: Logistics → Sales and Distribution → Sales → Order
→ VA03 Display
b) Select the item and choose Schedule lines for item.
c) Select the Schedule lines and choose Schedule line details

You have three tabs, Sales, Procurement and Shipping.
On the tab Procurement you find the movement type information .
On the tab Shipping you find the delivery block.
13. Get to know how some standard schedules lines are determined. Take a look at the
customizing table: Asign Schedule Line Categories.
AFN AT BP
AFN ND AT
AGN BN BP
TAN CP
TAN VM CV
TANN ND CN
REN DN
KBN E1 E0


KEN C1 C0
a) Review the settings in customizing.

Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign
Schedule Line Categories.
b) Choose Position and enter the given information .
c) Review its setting
d) Choose Exit and return to the screen Display IMG again.
14. Recap question of the schedule line determination.

Which schedule line category does the system determine for an item in item category TAN
if the MRP type for the material is P3 (MRP fixing type -3-)?
Schedule line category: _______________________________________

Key:
Item category: ______________________ and MRP Type: _________________
a) Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign

Schedule Line Categories.
b) Choose Position
c) Enter Item category: TAN and MRP type: P3

This entry does not exist.
Hint:
No explicit entries are maintained for item category and MRP type in the
assignment table.
In this case, the system checks whether an entry without a definition of
the MRP type exists for the item category involved.

Item category: TAN and MRP type: blank
Answer: Schedule line category: CP

Unit 6
Exercise 10
Data Flow in the Application
Get to Know the Data Flow in the Application

Get to know the data and document flow within sales documents. Create an inquiry, a
quotation and an order.
Hint:
1. You receive an inquiry from your customer C605-A##. The customer requests 50 units
each of materials P605-1## and P605-2##. The requested delivery date is the first day of
the next month. Use as customer reference ##-AF02. Enter the inquiry.
Inquiry type: IN
Division: 00
Cust. Reference: ##-AF02
Requested delivery date < first day of the next month >
Valid to: < end of the next month >
Material: P605-1##
Quantity: 50
Material: P605-2##
Quantity: 50
Note the document number.
Ducment Number: __________________________
2. What is the status of the items in the inquiry?

Total processing Rejection status Reference status
Header

Exercise 10: Data Flow in the Application
Item 10
Item 20
3. After checking with your MRP controller, you know that you can offer the customer the
requested quantity for material P605-1##, but only 30 units of material P605-2##. Create
a quotation with reference to the inquiry. In the quotation enter the customer reference
##-AG03 . The quotation is valid for a month.
Document Number: __________________________
4. Which changes does the system make to the document status?

Inquiry
Header
Item 10
Item 20
Quotation
Header
Item 10
Item 20
5. Once your customer has checked the quotation, they order the first item with the
complete quantity but of the second item they only order 20 pieces. Create the Trade
fair## order (Order Type: ZA##) , use as customer reference ##-ZA04 .
Save your order and note the order number.
Document Number: __________________________
6. Which changes are made to the status of the quotation?

Header
Item 10
Item 20
7. Your customer contacts you again and informs you that they do not want the open
quantity of item 20 in the quotation anymore because the product is too expensive. Reject
the item in the quotation and check the changes to the status.
Afterwards review the status of your quotation.

Unit 6: Data Flow
Header
Item 20
8. Try to create another order (order type: ZA##) with reference to the quotation.
9. Is this possible?
_______________________________________________
Why / why not?
_______________________________________________

Unit 6
Solution 10
Data Flow in the Application
Get to Know the Data Flow in the Application

Get to know the data and document flow within sales documents. Create an inquiry, a
quotation and an order.
Hint:
1. You receive an inquiry from your customer C605-A##. The customer requests 50 units
each of materials P605-1## and P605-2##. The requested delivery date is the first day of
the next month. Use as customer reference ##-AF02. Enter the inquiry.
Inquiry type: IN
Division: 00
Cust. Reference: ##-AF02
Requested delivery date < first day of the next month >
Valid to: < end of the next month >
Material: P605-1##
Quantity: 50
Material: P605-2##
Quantity: 50
Ducment Number: __________________________
a) Create the inquiry and save the document.

Logistics → Sales and Distribution → Sales → Inquiry → VA11 Create.

Unit 6: Data Flow
b) Enter the given data for the inquiry:
c) Confirm any messages and choose Save and
d) Note the document number.

Number: __________________________
2. What is the status of the items in the inquiry?

Header
Item 10
Item 20
a) In the SAP menu choose: Logistics → Sales and Distribution → Sales → Inquiry →
VA13 Display.
b) Within the Inquiry choose Environment → Status Overview.
c) You find the following information:

Header Open Nothing rejected Not referenced

Item 10 Open Nothing rejected Not referenced
d) Once you have reviewed the status, choose Exit.
3. After checking with your MRP controller, you know that you can offer the customer the
requested quantity for material P605-1##, but only 30 units of material P605-2##. Create
a quotation with reference to the inquiry. In the quotation enter the customer reference
##-AG03 . The quotation is valid for a month.
Document Number: __________________________
a) Create the quotation.

Logistics → Sales and Distribution → Sales → Quotation → VA2 1 Create.
b) Enter the data:

Quotation type: QT
Division 00
c) Choose Create with Reference

Solution 10: Data Flow in the Application
d) On tab Inquiry enter < your inquiry number > and choose copy
e) Enter as Cust. Reference: : ##-AG03
f) Enter Valid To: < end of next month >
g) Reduce the quantity of the second item to 30 PC .
h) Choose Save
i) Note the document number.
4. Which changes does the system make to the document status?

Inquiry
Header
Item 10
Item 20
Quotation
Header
Item 10
Item 20
a) In the SAP Menu choose: Logistics → Sales and Distribution → Sales → Quotation →
VA23 Display.
b) Within the document choose Environment → Display Document Flow.
c) Use the Status Overview to review the status of the inquiry and quotation.
You find the following information:
Total processing Rejection status Reference sta-
tus
Inquiry
Header Completed Nothing rejected Fully referenced
Item 10 Completed Nothing rejected Fully referenced
Quotation
Header Open Nothing rejected Not referenced
5. Once your customer has checked the quotation, they order the first item with the
complete quantity but of the second item they only order 20 pieces. Create the Trade
fair## order (Order Type: ZA##) , use as customer reference ##-ZA04 .

Unit 6: Data Flow
Save your order and note the order number.
Document Number: __________________________
a) Create the order

Logistics → Sales and Distribution → Sales → Order → VA01 Create
b) Enter the given data:

Order type: ZA##
Division 00
d) On Quotation tab, enter < your quotation number > .
e) Choose Copy.
f) Enter as Cust. Reference: : ##-ZA04 .
g) Reduce the quantity of the second item to 20 PC .
h) Choose Save .
i) Note the document number.
6. Which changes are made to the status of the quotation?

Header
Item 10
Item 20
a) Choose in the SAP Menu: Logistics → Sales and Distribution → Sales → Quotation →
VA23 Display.
choose Environment → Status overview.
Header In Process Nothing rejected Partially referenced

Item 20 In Process Nothing rejected Partially referenced
7. Your customer contacts you again and informs you that they do not want the open
quantity of item 20 in the quotation anymore because the product is too expensive. Reject
the item in the quotation and check the changes to the status.
Afterwards review the status of your quotation.

Solution 10: Data Flow in the Application
Header
Item 20
a) In the SAP Menu choose: Logistics → Sales and Distribution → Sales → Quotation →
VA22 Change.
b) Enter < your quotation number > and choose Enter .
c) Navigate to Reason for rejection.

For the second item enter the Reason for Rejection: 03 Too expensive.
d) Choose Save.
e) In order to display your sales document again choose Sales Document → Display.
f) Choose Display Document flow.
g) Select your quotation and choose Status overview.
h) Take a look at the status again:

Header Completed Partially rejected Partially referenced

Item 20 Completed Fully rejected Partially referenced
8. Try to create another order (order type: ZA##) with reference to the quotation.
a) In the SAP Menu choose: Logistics → Sales and Distribution → Sales → Order →
VA01 Create.
b) Enter the order type: ZA##.
d) On the Quotation tab enter <your quotation number > .
e) Choose Copy.
9. Is this possible?
_______________________________________________
Why / why not?
_______________________________________________
a) You cannot create the quotation because it has already been completed.
The system displays the following message:
The reference has already been completely copied or rejected.
b) Choose Cancel and cancel the order entry.

Unit 6
Exercise 11
Copying Control
Get to know the Copying Control

You decide in copying control whether the item numbers for the subsequent document
should be copied from the preceding document.
As you continue with customizing, use the SAP GUI of the back-end system for the exercise.
1. Was the item numbering in the trade fair order with the purchase order number ##-ZA04
recalculated or taken from the quotation? To note the difference, compare it with your
first Trade-Fair## order with the purchase order number ##-ZA01.
____________________________________________________________
2. Item numbering should be re-determined when you create an order for the order type
ZA## with reference to a quotation. Change the settings in copying control accordingly.
3. Test your new settings.

Create a quotation for the customer C605-A## with the customer reference ##-AG04
and two items. The quotation is valid for a month.
Use the following data:
Order type QT
Division 00
Cust. Reference ##-AG04
Valid to < end of the next month >
Material P605-1##
Quantity 10
Material P605-2##
Quantity 10
Save your quotation and note its number.
Quotation number: ___________________________________
4. Create an order with reference to your previous quotation.

Exercise 11: Copying Control
Create the trade fair-## order (use order type ZA##) with reference to a quotation. Copy
both items into the order and enter ##-ZA##05 as the customer reference.
Check the item numbering in the quotation and the sales order.
Item numbers in quotation: _________________________________
Item numbers in order: _________________________________
The document numbers are re-determined in the order, and item numbers are generated
in increments of 100.
Save your order and note its number.
Document number: ___________________________________

Unit 6
Solution 11
Copying Control
Get to know the Copying Control

You decide in copying control whether the item numbers for the subsequent document
should be copied from the preceding document.
As you continue with customizing, use the SAP GUI of the back-end system for the exercise.
1. Was the item numbering in the trade fair order with the purchase order number ##-ZA04
recalculated or taken from the quotation? To note the difference, compare it with your
first Trade-Fair## order with the purchase order number ##-ZA01.
____________________________________________________________
a) In the SAP Menu, choose Logistics → Sales and Distribution → Sales → Order →
VA03 Display.
b) Compare the two documents.

The item numbers (10 and 20) have been copied from the quotation. Otherwise, the
item numbers would be generated in increments of 100.
2. Item numbering should be re-determined when you create an order for the order type
ZA## with reference to a quotation. Change the settings in copying control accordingly.
b) Navigate to the definition of the Copy Control for Sale Documents.

In the SAP Reference IMG, choose Sales and Distribution → Sales → Copy Control for
Sales Documents. → Set Copying Control: Sales Document to Sales Document.
c) Navigate to the Change mode by choosing Display → Change.
d) Choose Position.
e) Enter ZA## as the target in the first SalesDocType field. Enter QT as the source in the
second SalesDocType field and choose Continue.
f) Select the line and choose Details.
g) Deselect the field Copy item number.
h) Choose Save.
i) Choose Exit and Cancel until you are back on the main screen, Display IMG .
3. Test your new settings.

Create a quotation for the customer C605-A## with the customer reference ##-AG04
and two items. The quotation is valid for a month.
Order type QT

Solution 11: Copying Control
Division 00
Cust. Reference ##-AG04
Valid to < end of the next month >
Material P605-1##
Quantity 10
Material P605-2##
Quantity 10
Save your quotation and note its number.
a) Verify the settings in the process, create the quotation.
b) In the SAP Menu choose Logistics → Sales and Distribution → Sales → Quotation →
VA21 Create.

4. Create an order with reference to your previous quotation.

Create the trade fair-## order (use order type ZA##) with reference to a quotation. Copy
both items into the order and enter ##-ZA##05 as the customer reference.
Check the item numbering in the quotation and the sales order.
Item numbers in quotation: _________________________________
Item numbers in order: _________________________________
The document numbers are re-determined in the order, and item numbers are generated
in increments of 100.
Save your order and note its number.
Document number: ___________________________________
a) Create the trade fair-## order.

In the SAP Menu choose Logistics → Sales and Distribution → Sales → Order →
VA01 Create.
b) Enter the order type ZA##.

Unit 6: Data Flow
d) Enter your quotation number.
e) Choose Copy.
f) Enter ##-ZA05 as the customer reference.
g) Choose Save.
h) Note the document number.

Unit 7
Exercise 12
Consignment Process
Task 1: Consignment Process

You agree to make material P605-Z## available immediately as consignment goods for
customer C605-A##.
Hint:
Please use the Fiori Laundpad.
1. Check the consignment material stock P605-Z##

How many units are in stock?
Unrestricted Use Stock: _____________________________
Consignment stock: _____________________________________
Start the Fiori Launch pad.

Choose the tile group: Stock-Info and start the app: Stock- Single Material
Optional - SAP back-end information:
If you want to use the SAP back-end system for the exercise, use the transaction Stock
Overview ( MMBE ). You find it in SAP Menu: Logistics → Materials Management →
Inventory Management → Environment → Stock → Stock Overview.
2. Send 100 units of the material to the customer’s consignment warehouse by entering a
consignment fill-up.
Order type: KB
Division: 00
Cust. Reference: ##-KB01
Material: P605-Z##
Quantity: 100
Note the Consignment Fill-up number: ___________________________

3. Create the delivery for your Consignment Fill-up, use 1010 as Shipping Point and enter in
the field: Selection Date: <10 days from today> . If necessary, enter your Consignment
Fill-up number in the field: order.
Do the picking and post goods issue.
Note the deliver document number.
Delivery: ________________________
4. Navigate to the Stock Overview and check the consignment material stock again for
Material: P605-Z## .
Unrestricted Use Stock:
_____________________________
Consignment stock:
_____________________________________
5. Bill the consignment fill-up process.

Use the app: Create Billing Documents VF01 and bill your delivery document.
Is this possible?
________________________________________
Why?
_____________________________________________________________
6. The customer informs you that they have used 50 units of the material in the consignment
warehouse. Create a consignment issue.
Order type: KE
Division: 00
Cust. Reference: ##-KE01
Material: P605-Z##
Quantity: 50
Note the consignment issue number : ___________________________
When you created your consignment issue what did you not do?
What stock is the material issued from?

Exercise 12: Consignment Process
In order to find out, continue with the next step.
7. Create a delivery for your consignment issue, use 1010 as Shipping Point and enter in the
field: Selection Date: <10 days from today> . Do the post goods issue.
Material: P605-Z##.
_____________________________
Consignment stock:
_____________________________________
9. Bill the consignment issue. Is this possible?

__________________________________
Why?
_____________________________________________________________
10. The customer informs you that they don’t need the remaining consignment goods.
Enter a consignment pick-up data:
Order type: KA
Division: 00
Cust. Reference: ##-KA01
Material: P605-Z##
Quantity: 50
11. Create a delivery for your consignment pick-up, use 1010 as Shipping Point and do the
post goods receipt.
Material: P605-Z##.
Unrestricted Used Stock: _____________________
Consignment stock: __________________________
Task 2: Review the settings

Use the SAP back-end system and review the settings.
Hint:

1. Display the consignment fill-up and consignment issue with customer reference ##-KB01
and ##-KE01 . Which item and schedule line categories did the system determine?
Item category Schedule line cat.
Consignment fill-up
Consignment issue
2. How and why are these schedule line categories different from each other?
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
3. When you created the consignment issue, you did not choose Create with Reference.
Actually, you have not linked your consignment issue to your previous consignment fill-up.
Why did you not need to do this?
Review the customizing settings for the item category KEN.

Unit 7
Solution 12
Consignment Process
Task 1: Consignment Process

You agree to make material P605-Z## available immediately as consignment goods for
customer C605-A##.
Hint:
Please use the Fiori Laundpad.
1. Check the consignment material stock P605-Z##

Unrestricted Use Stock: _____________________________
Consignment stock: _____________________________________
Start the Fiori Launch pad.

Choose the tile group: Stock-Info and start the app: Stock- Single Material
Optional - SAP back-end information:
If you want to use the SAP back-end system for the exercise, use the transaction Stock
Overview ( MMBE ). You find it in SAP Menu: Logistics → Materials Management →
Inventory Management → Environment → Stock → Stock Overview.
a) In the Fiori Launch pad, choose the tile group: Stock-Info and start the app: Stock-
Single Material.
b) Enter Material: P605-Z##, choose Enter.
c) How many units are in stock?

Unrestricted-Use Stock:
2000
Consignment stock:
0 , the consignment stock is not visible, so nothing is in stock yet.
d) Finally, navigate back to the Home page, simply click on the SAP Logo.
2. Send 100 units of the material to the customer’s consignment warehouse by entering a
consignment fill-up.
Order type: KB

Division: 00
Cust. Reference: ##-KB01
Material: P605-Z##
Quantity: 100
Note the Consignment Fill-up number: ___________________________

a) Navigate to the tile group Sales Orders, choose the app: Create Sales Orders
VA01.
b) Enter the given data:
c) Choose Save.
d) Note the Consignment Fill-up number: ____________________
e) Choose Exit and Navigate to Home pPage.
3. Create the delivery for your Consignment Fill-up, use 1010 as Shipping Point and enter in
the field: Selection Date: <10 days from today> . If necessary, enter your Consignment
Fill-up number in the field: order.
Do the picking and post goods issue.
Note the deliver document number.
Delivery: ________________________
a) Navigate to the tile group Delivery, choose the app: Create Outbound Deliveries
with Order Reference.
b) Enter in the field Shipping Point : 1010 and enter in the field: Selection Date: <10 days
from today> . If necessary, enter your Consignment Fill-up number in the field: order.
c) Choose Continue.
d) Navigate to the tab: Picking and enter in the field Picked Qty : 100
e) Choose Post Good Issue.
f) Note the deliver document number.

Delivery: ________________________
g) Exit the app and come back to the Home page.
Material: P605-Z## .
_____________________________

Solution 12: Consignment Process
Consignment stock:
_____________________________________
Single Material.
b) Enter Material: P605-Z## and choose Enter.

Unrestricted use:
1900
d) Click on the hyperlink of the quantity for the plant Hamburg 1010. The hyperlink shows
the special stock information (W = Customer Consignment).
Customer Consignment :
100
e) Continue with the optional step OR click on the SAP Logo and come back to the Home
page.
a) Optional step - view the details of the customer consignment stock

If you want to review the details for the Customer Consignment stock choose >.
Now you are in the view: Stock-Multiple Materials.
To see customer consignment details, change the view from Standard to Stock Value
for Customer Consignment (W). In order to do so, choose Select View .
Now you see the customer and material information for the plant 1010.
b) Finally, close the app and come back to the Home page.
5. Bill the consignment fill-up process.

Use the app: Create Billing Documents VF01 and bill your delivery document.
Is this possible?
________________________________________
Why?
_____________________________________________________________
a) Navigate to the tile group Billing, choose the app: Create Billing Documents
VF01.
b) If necessary enter <document number of the delivery> and choose Save.
c) No, you cannot create an invoice. Log: No billing documents were generated . Please
see log.
You find the log under: More → Edit → Log.
Cause: Document is not relevant for billing.
Billing has not been defined in customizing for the consignment fill-up because you
have not actually sold anything. Your goods are just in a different stock (customer
consignment). Your company still owns the product.
d) Close the app and come back to the Home page.

6. The customer informs you that they have used 50 units of the material in the consignment
warehouse. Create a consignment issue.
Order type: KE
Division: 00
Cust. Reference: ##-KE01
Material: P605-Z##
Quantity: 50
Note the consignment issue number : ___________________________
When you created your consignment issue what did you not do?
When you created the consignment issue you did not choose Create with Reference.
What stock is the material issued from?

In order to find out, continue with the next step.
a) Navigate to the tile group Sales Orders, choose the app: Create Sales Orders VA01.
c) Choose Save.
d) Note the consignment issue number: ____________________
e) Choose Exit and close the app.
7. Create a delivery for your consignment issue, use 1010 as Shipping Point and enter in the
field: Selection Date: <10 days from today> . Do the post goods issue.
b) In the field Shipping Point, enter: 1010 and in field: Selection Date, enter: <10 days
from today> . If necessary, enter your Consignment Fill-up number in the field: order.
c) Choose Continue.
d) Choose Post Good Issue.
e) Note the deliver document number.

Delivery: ________________________

f) Choose Exit and close the app.
Material: P605-Z##.
_____________________________
Consignment stock:
_____________________________________
Single Material.

Unrestricted use:
1900
d) Click on the hyperlink of the quantity for the plant Hamburg 1010. The hyperlink shows
the special stock information (W = Customer Consignment).
Customer Consignment:
50
e) Click on the SAP Logo and come back to the Home page.
9. Bill the consignment issue. Is this possible?

__________________________________
Why?
_____________________________________________________________
a) Navigate to the tile group Billing, choose the app: Create Billing Documents
VF01.
b) If necessary, enter <document number of delivery> and choose Save.
c) Yes, you can create an invoice.

Cause: A delivery-related billing document has been defined for item category KEN in
Customizing. Billing document type F2 has been proposed for delivery-related billing in
sales document type KE.
d) Choose Exit and come back to the Home page.
10. The customer informs you that they don’t need the remaining consignment goods.
Enter a consignment pick-up data:
Order type: KA

Division: 00
Cust. Reference: ##-KA01
Material: P605-Z##
Quantity: 50
a) Navigate to the tile group Sales Orders, choose the app: Create Sales Orders
VA01.
c) Choose Save and close the app.
11. Create a delivery for your consignment pick-up, use 1010 as Shipping Point and do the
post goods receipt.
b) in the field Shipping Point, enter: 1010 and in field: Selection Date; ENTER: <today's
date> . (Automatically, the field Order: should contain your order.)
c) Choose Continue.
d) Choose Post Good Receipt.
e) Note the deliver document number.

Delivery: ________________________
f) Choose Exit and come back to the Home page.
Material: P605-Z##.
Unrestricted Used Stock: _____________________
Consignment stock: __________________________
Single Material.

Unrestricted use:
1950
d) There is no the hyperlink of the quantity for the plant Hamburg 1010 anymore.
Customer Consignment :

e) Click on the SAP Logo and come back to the Home page .
Task 2: Review the settings

Use the SAP back-end system and review the settings.
Hint:
1. Display the consignment fill-up and consignment issue with customer reference ##-KB01
and ##-KE01 . Which item and schedule line categories did the system determine?
Item category Schedule line cat.
Consignment fill-up KBN E0
Consignment issue KEN C0
a) In the SAP Menu, choose: Logistics → Sales and Distribution → Sales → Order
→ VA03 Display.
b) Display the orders.

Optional: Use the Search Criteria and enter in the Purchase Order No. field the
customer reference ##-KB01 or ##-KE01.
To execute the search, choose Search.
2. How and why are these schedule line categories different from each other?
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
a) Review the settings:
Schedule line cat. E0: Movement type 631 (GI Consignment loan)
Schedule line cat. C0: Movement type 633 (GI Goods Issue Cus-
tomer Consignment)
The fill-up posts the relevant stock from the unrestricted stock to the customer's
consignment stock (special stock) but the goods remain in the possession of the
vendor. Consignment issue posts the goods from the special stock and they become the
property of the customer.
3. When you created the consignment issue, you did not choose Create with Reference.
Why did you not need to do this?
Review the customizing settings for the item category KEN.
a) Go to the SAP Customizing, choose transaction code SPRO.
b) In the SAP Customizing, choose IMG: Sales and Distribution → Sales → Sales
Documents → Sales Document items → Item Define Item Categories.
c) Choose Position and enter the item category: KEN

d) Select the item category: KEN and choose Details.

The item category KEN is set up to use Special Stock : W (Customer Consignment).

Unit 7
Exercise 13
Free-of -Charge Delivery and Free-of Charge
Subsequent Delivery
You create a free-of-charge delivery document (KL) when you want to send your customer a
sample for of charge. The system will then generate a delivery, based on the free-of-charge
delivery.
Hint:
1. Create a Free-of-Charge Delivery (KL).

You want to send a free-of-charge sample to your customer Astoria-Cycles ## .
For the order entry, use the following information:

Order type: FD
Division: 00
Cust. Reference: ##-FD01
Material: P605-2##
Quantity: 1
Choose a suitable order reason.

Save your Delivery Free of Charge and note its number.
Document number: ______________________________________
2. What setting controls that the order is free of charge and not billed to the customer?
Reproduce it in the customizing.
3. Optional: Deliver your Delivery Free of charge .

Note the deliver document number
Delivery: __________________________________

Sales Process: Free-of-Charge Subsequent Delivery

You can create a free of charge subsequent delivery if, for example, a customer receives too
few goods, or if the goods have been damaged in the shipment. The system uses the free of
charge subsequent delivery to create a delivery.
1. Now create a Free-of-Charge Subsequent Delivery.

What system reaction do you receive?
For the order creation use the following data:
Order type: SD
Division: 00
2. What customizing setting triggers the pop-up window Create with Reference?
___________________________________________________________________
Reproduce this setting in the customizing.
3. What order type can be used to create the sales document type SD?
Sales Document Type:

___________________________________________________________________
4. Test the Free-of-Charge Subsequent Delivery process but firstly you have to start with a
return process.
Create a returns order with two items and the order reason Poor Quality.
Order type: RE
Division: 00
Cust. Reference: ##-SD01
Material: P605-2##
Quantity: 1
Material: P605-3##
Quantity: 1
Note the number of your returns: ______________________________

Exercise 13: Free-of -Charge Delivery and Free-of Charge Subsequent Delivery
5. Create the Delivery Returns. Use shipping point 1010 and today's date and post the Goods
receipt for your returns.
6. Your quality manager informs you that the customer complaint was justified. You contact
the customer. He wants a Subsequent Delivery Free of Charge for the first item and for the
second item he wants a Credit for Returns. Your are responsible for the Subsequent
Delivery Free of Charge for the first item.
For the returns of the first item take the necessary step so that your customer does not
get both a Subsequent Delivery Free of Charge and the Credit for Returns.
7. You have just rejected the first item of your returns. How many reasons for rejection could
you choose from? Which ones?
Reason for Rejection: _________________________________________
Reason for Rejection: __________________________________________

Usually you have the choice of several reasons for rejection (about 32, the number might
be higher or lower).
Why and how is the choice for the reason for rejection limited?
__________________________________________________________________________________
______
Where in customizing do you find this setting?

Customizing (transaction code: SPRO)
IMG:
__________________________________________________________________________________
8. Now create the Subsequent Delivery Free of Charge with reference to your returns.
9. Optional: Invoice the second item of your returns.

Call up your returns. Your are authorized to delete the billing block and to create the Credit
for Returns.

Unit 7
Solution 13
Free-of -Charge Delivery and Free-of Charge
Subsequent Delivery
You create a free-of-charge delivery document (KL) when you want to send your customer a
sample for of charge. The system will then generate a delivery, based on the free-of-charge
delivery.
Hint:
1. Create a Free-of-Charge Delivery (KL).

You want to send a free-of-charge sample to your customer Astoria-Cycles ## .
For the order entry, use the following information:

Order type: FD
Division: 00
Material: P605-2##
Quantity: 1
Choose a suitable order reason.

Save your Delivery Free of Charge and note its number.
Document number: ______________________________________
VA01 Create.
b) Enter the following data.

Use the following information:
Order type: FD

Solution 13: Free-of -Charge Delivery and Free-of Charge Subsequent Delivery
Division: 00
Material: P605-2##
Quantity: 1
c) Enter the order reason: 105 Free of charge sample.
d) Save the order and note its number:
2. What setting controls that the order is free of charge and not billed to the customer?
Reproduce it in the customizing.
a) In the SAP Reference IMG choose: Sales and Distribution → Sales → Sales
b) Choose Position and enter the Item category KLN and choose Details.
The item category controls the settings for pricing and billing. The item category KLN
is not relevant for billing and does not carry out pricing.
c) Choose Exit and return to the Display IMG screen.
3. Optional: Deliver your Delivery Free of charge .

Note the deliver document number
Delivery: __________________________________
a) In the SAP Menu, choose: Logistics → Sales and Distribution → Shipping and
Transportation → Outbound Delivery → Create → Single Document → VL01N - With
b) Enter Shipping Point: 1010 and enter the section date: <10 days from today>. To
confirm your entry, choose Enter.
c) Navigate to the tab Picking and enter 1 as the picking quantity in the Picked Qty field.
d) Choose Post Good Issue .
e) Note the deliver document number .
Sales Process: Free-of-Charge Subsequent Delivery

You can create a free of charge subsequent delivery if, for example, a customer receives too
few goods, or if the goods have been damaged in the shipment. The system uses the free of
charge subsequent delivery to create a delivery.
1. Now create a Free-of-Charge Subsequent Delivery.

What system reaction do you receive?
For the order creation use the following data:
Order type: SD

Division: 00
VA01 Create.
b) Enter the give data; Order type: SD.

What system reaction to you receive?
You receive a pop-up window: Create with Reference.
c) Choose Close and cancel the order entry.
2. What customizing setting triggers the pop-up window Create with Reference?
___________________________________________________________________
Reproduce this setting in the customizing.

b) In the SAP Reference IMG, choose: Sales and Distribution → Sales → Sales
Documents → Sales Document Header → Define Sales Documents Types.
c) Choose Position and enter the Sales Documents Type: SD and choose Details.
d) In the screen General Control you find the Reference mandatory field: C.
The entry C in the "Reference mandatory" field means that document type SD can only
be created with reference to an order.
e) Choose Exit and return to the Display IMG screen.
3. What order type can be used to create the sales document type SD?
Sales Document Type:

___________________________________________________________________
a) To answer the question you have to navigate to the copying control in SAP
customizing (transaction code SPRO).
b) In SAP Reference IMG choose: Sales and Distribution → Sales → Copying Control for
Sales Documents → Set Copying Control: Sales Document to Sales Document → .
c) Choose Position.
d) Enter SD in the first field as target: SalesDocType. and choose Continue .
Now you can see that Target SalesDocType: SD has the source SalesDocType: RE.
You create a Subsequent Delivery Free of Charge SD with reference to Returns RE.
e) Choose Exit and return to the Display IMG screen.

4. Test the Free-of-Charge Subsequent Delivery process but firstly you have to start with a
return process.
Create a returns order with two items and the order reason Poor Quality.
Order type: RE
Division: 00
Cust. Reference: ##-SD01
Material: P605-2##
Quantity: 1
Material: P605-3##
Quantity: 1
Note the number of your returns: ______________________________
VA01 Create.
b) Enter the given information of the task.
c) Enter the order reason: 101 Poor Quality and confirm the warning message.
d) Choose Save and note the returns number.
5. Create the Delivery Returns. Use shipping point 1010 and today's date and post the Goods
receipt for your returns.
a) In the SAP Menu choose:
Logistics → Sales and Distribution → Shipping and Transportation → Outbound
Delivery → Create → Single Document → VL01N With Reference to Sales Order.
b) Enter Shipping point: 1010, Selection Date: < today's date > and Order: <Number
of your returns>.
c) Choose Enter.
d) With in the returns delivery choose Post Goods Receipt.
6. Your quality manager informs you that the customer complaint was justified. You contact
the customer. He wants a Subsequent Delivery Free of Charge for the first item and for the
second item he wants a Credit for Returns. Your are responsible for the Subsequent
Delivery Free of Charge for the first item.
For the returns of the first item take the necessary step so that your customer does not
get both a Subsequent Delivery Free of Charge and the Credit for Returns.

a) Call up your returns order again.

In the SAP Menu choose: Logistics → Sales and Distribution → Sales → Order →
VA02 Change.
b) Enter your returns number and choose Enter.
c) For the first item in your returns enter the following reason for rejection: 11 Cust.
to receive replacement.
You have to enter a reason for rejection so your customer does not get the Credit for
Returns anymore.
d) Choose Save
7. You have just rejected the first item of your returns. How many reasons for rejection could
you choose from? Which ones?
Reason for Rejection: _________________________________________
Reason for Rejection: __________________________________________

Usually you have the choice of several reasons for rejection (about 32, the number might
be higher or lower).
Why and how is the choice for the reason for rejection limited?
__________________________________________________________________________________
______
Where in customizing do you find this setting?

Customizing (transaction code: SPRO)
IMG:
__________________________________________________________________________________
a) Call up your returns order again.

VA02 Change.
b) You could only choose from two reason for rejection.
c) The choice of reason for rejection got limited by the assignment to Sales Document
Type and / or Sales Organization.
d) Customizing - IMG: Sales → Sales Documents → Sales Document Item → Assign

Rejection Reasons to Sales Document Types and Sales Organizations.
8. Now create the Subsequent Delivery Free of Charge with reference to your returns.
VA01 Create
b) Create the Subsequent Delivery Free of Charge.

Order type: SD

Division: 00
c) In the pop-up window: Create with Reference int the field: Order enter the <document
number of your returns>.
d) Choose Copy.
e) Your receive the The system has collected messages (see log)message.
Call up the log, choose Log.
Message: Item 000020 is not copied: Copy requirement 304 has not been met.
You can only copy rejected items into the Subsequent Delivery Free of Charge.
f) What customizing setting controls this behavior?

This is controlled be the in Copy Control for Sales Documents with help the Copying
requirements 304 on item level.
g) To exit the log, choose Back.
h) Choose Save .
9. Optional: Invoice the second item of your returns.

Call up your returns. Your are authorized to delete the billing block and to create the Credit
for Returns.
a) Call up your returns.
VA02 Change.
b) Enter your <returns number> and choose Enter.
c) Delete the entry in the Billing Block field.
d) Choose Sales Document → Billing.
e) Choose Save and Exit.

Unit 8
Exercise 14
Configuration of the Incompletion Log
Task 1: Incompletion Log

You want to ensure that sales documents of the type ZA## cannot be left incomplete in sales
order processing.
Hint:
1. Create a Trade-Fair##-Order for the customer C605-A## without entering a customer

reference.
Create the order using the following data:
Order type ZA##
Division 00
Cust. Reference <blank>
Material P605-1##
Quantity 10
Can you do it?
2. Activate the Incomplet. messages indicator for the sales document type ZA##.
3. Create another Trade-Fair##-order without entering a customer reference.

Order type ZA##

Exercise 14: Configuration of the Incompletion Log
Division 00
Material P605-1##
Quantity 10
Save the document without entering a customer reference.
Is this possible?
4. Process the incompletion log by maintaining the customer reference ##-ZA07. Save the
document.
5. Delete the Incomplet. messages indicator for your sales document type ZA##.
Task 2: Configure Your Incompleteness Procedure

You want to ensure that the name of the contact person who is responsible for the sales order
is always entered in trade fair orders.
The name of the contact person should be entered in the field: Name, which you find in the
sales document header on the Order data tab. You find the technical information for it in the
following fields:
Field Data Value

Table VBAK
Field name BNAME
Screen KBES
1. Create the incompleteness procedure Y? with the description Order procedure ## (for
the key of the new procedure for each participant group, see the table below).
Key Y? (see the following table)
Description Order procedure ##
Table 2: Key < Y? > of the New Procedure for Each Participant Group
Group Procedure Group Procedure Group Procedure
01 YA 11 YK 21 YU
02 YB 12 YL 22 YV
03 YC 13 YM 23 YW


04 YD 14 YN 24 YX
05 YE 15 YO 25 YY
06 YF 16 YP 26 YZ
07 YG 17 YQ 27 Y1
08 YH 18 YR 28 Y2
09 YI 19 YS 29 Y3
10 YJ 20 YT 30 Y4
2. Enter the field for the ordering party’s name, BNAME, from the table VBAK into the
procedure. This field will be displayed in the KBES (Sales Header - PO data) sales order
screen.
If the ordering party’s name is missing in the sales document, the system should not
create a delivery. Assign a corresponding status group.
Hint:
You can determine the names of tables and fields in the sales document by
placing the cursor on the relevant field, pressing F1 and choosing Technical
info.
KBES (Document header: tab page: Order data , field: Name)
3. Specify that the new incompleteness procedure, <Y?> is valid for your sales document
type ZA##. Do the necessary assignment.
4. Test your new configuration and create a new Trade Fair## Order (ZA##).
Order type ZA##
Division 00
Material P605-1##
Quantity 10
Save the incomplete document.
5. Try to deliver the order. Set the selection date to one month from today. What message
appears?
________________________________________________________________________________

Exercise 14: Configuration of the Incompletion Log
6. Change the order and complete the data.

Use the incompletion log as entry help and enter Hugo as the name.
7. Try to deliver the order again.
Is this possible?

Unit 8
Solution 14
Configuration of the Incompletion Log
Task 1: Incompletion Log

You want to ensure that sales documents of the type ZA## cannot be left incomplete in sales
order processing.
Hint:
1. Create a Trade-Fair##-Order for the customer C605-A## without entering a customer

reference.
Order type ZA##
Division 00
Material P605-1##
Quantity 10
Can you do it?
Yes, the incomplete document can be saved.
a) In the SAP Menu choose Logistics → Sales and Distribution → Sales → Order →
VA01 Create.
b) Create the order with the given data.

Ignore the warning message for the missing customer reference and choose Enter.
c) Choose Save.
2. Activate the Incomplet. messages indicator for the sales document type ZA##.

Solution 14: Configuration of the Incompletion Log
c) Choose Position, enter the sales document type ZA##, and choose Continue.
d) Select your document type ZA##. Choose Details.
e) Select Incomplet. messages. (Dialog message for incompletion).
3. Create another Trade-Fair##-order without entering a customer reference.

Order type ZA##
Division 00
Material P605-1##
Quantity 10
Save the document without entering a customer reference.
Is this possible?
No.
a) Open a New SAP GUI window as you previously performed.
→ VA01 Create.
c) Create the order in the back-end system.

Enter the given data:
Order type ZA##
Division 00

Material P605-1##
Quantity 10
Ignore the warning message for the missing customer reference and choose Enter.
d) Choose Save.
4. Process the incompletion log by maintaining the customer reference ##-ZA07. Save the
document.
a) In the Create Trade Fair##-Order: Incompletion Log view, choose Complete data.
b) Enter the customer reference ##-ZA07.
c) Choose Back.
d) Choose Back.
5. Delete the Incomplet. messages indicator for your sales document type ZA##.
a) Do as described before. Choose transaction code SPRO in your Favorites menu and
navigate to Customizing.
b) In the SAP Reference IMG, choose Sales and Distribution → Sales → Sales Documents
→ Sales Document Header → Define Sales Document Types.
c) Choose Position, enter the sales document type ZA## and choose Continue.
d) Select your document type ZA##. Choose Details.
e) Deactivate Incomplet. messages (Dialog message for incompletion).
Task 2: Configure Your Incompleteness Procedure

You want to ensure that the name of the contact person who is responsible for the sales order
is always entered in trade fair orders.
The name of the contact person should be entered in the field: Name, which you find in the
sales document header on the Order data tab. You find the technical information for it in the
following fields:
Field Data Value

Table VBAK
Field name BNAME
Screen KBES
1. Create the incompleteness procedure Y? with the description Order procedure ## (for
the key of the new procedure for each participant group, see the table below).

Description Order procedure ##
Table 2: Key < Y? > of the New Procedure for Each Participant Group
01 YA 11 YK 21 YU
02 YB 12 YL 22 YV
03 YC 13 YM 23 YW
04 YD 14 YN 24 YX
05 YE 15 YO 25 YY
06 YF 16 YP 26 YZ
07 YG 17 YQ 27 Y1
08 YH 18 YR 28 Y2
09 YI 19 YS 29 Y3
10 YJ 20 YT 30 Y4
b) In the SAP Reference IMG, choose Sales and Distribution → Basic Functions → Log of
Incomplete Items.
c) Choose Define Incompleteness Procedure.
d) Select Group A.
e) In the Dialog Structure tree, double-click Procedures.
f) If you are not already in change mode, choose Display → Change.
g) Choose New Entries.
h) Enter the data provided for the key and description.
2. Enter the field for the ordering party’s name, BNAME, from the table VBAK into the
procedure. This field will be displayed in the KBES (Sales Header - PO data) sales order
screen.
If the ordering party’s name is missing in the sales document, the system should not
create a delivery. Assign a corresponding status group.
Hint:
You can determine the names of tables and fields in the sales document by
placing the cursor on the relevant field, pressing F1 and choosing Technical
info.
KBES (Document header: tab page: Order data , field: Name)
a) In the Dialog structure tree, double-click Fields.

c) Enter the requested field information:

Field Data Value
Table VBAK
Fld name BNAME
Scr. KBES
Status 02
d) Choose Save.
e) Choose Exit.
3. Specify that the new incompleteness procedure, <Y?> is valid for your sales document
type ZA##. Do the necessary assignment.
a) In the SAP Reference IMG, choose Sales and Distribution → Basic Functions → Log of
Incomplete Items → Assign Incompleteness Procedures.
b) Choose Assign procedures to sales document types.
c) Choose Position and enter the sales document type ZA##.
d) Enter your new procedure, Y?, in the Proc. field.
e) Choose Save.
f) Choose Exit.
4. Test your new configuration and create a new Trade Fair## Order (ZA##).
Order type ZA##
Division 00
Material P605-1##
Quantity 10
Save the incomplete document.

a) In the SAP Menu, choose Logistics → Sales and Distribution → Sales → Order →
VA01 Create.
c) Choose Save and choose Exit.

5. Try to deliver the order. Set the selection date to one month from today. What message
appears?
________________________________________________________________________________
a) In the SAP Menu, choose Logistics → Sales and Distribution → Shipping and
Transportation → Outbound Delivery → Create → Single Document → VL01N -
With Reference to Sales Order.
b) Enter the shipping point 1010, enter the section date <10 days from today>, enter
the order <your order number>, and choose Enter.
The order cannot be delivered (see long text).
The screen Display logs show the message Order is incomplete - maintain
the order.
c) Choose Exit until you are back on the SAP Menu screen.
6. Change the order and complete the data.

Use the incompletion log as entry help and enter Hugo as the name.
a) In the SAP Menu, choose Logistics → Sales and Distribution → Sales → Order
→ VA02 Change.
b) Choose Enter.
c) In the order choose Edit → Incompletion Log.
d) Choose Complete data.
e) In the Name field, enter Hugo.
f) Choose Back.
g) Choose Save.
7. Try to deliver the order again.
Is this possible?
Yes, the order can be delivered.
a) In the order, choose Sales Document → Deliver.

Unit 9
Exercise 15
Configuration of Partner Functions and
Partner Function Determination
Task 1: Set Up a New Partner Function and Partner Procedure

Your company wants to improve the service of your VIP customers in the future. Therefore,
you want to be able to assign a personal adviser in your customer master record and in your
trade-fair orders.
Note:
You have successfully completed the exercise: Master Data Synchronization
Customer / Vendor Integration.
During this exercise, you created your own customer C605–Z## (Miller##) in
your account group ZK##.
You have tested it and you should have had an error-free order (customer
reference ##-KD1).
1. In SAP Customizing create a new partner function, Y? , as a personal Adviser##.

As we continue to do Customizing changes, use the SAP back-end system for the
exercise.
For the key of the new role for each participant group, see the keys of the New Function for
each participant group table.
Description Adviser##
Partner type PE
Table 3: Keys of the New Function for Each Participant Group

Group Partner Function Group Partner Function
01 YA 16 YP
02 YB 17 YQ
03 YC 18 YR
04 YD 19 YS
05 YE 20 YT
06 YF 21 YU
07 YG 22 YV

Exercise 15: Configuration of Partner Functions and Partner Function Determination

08 YH 23 YX
09 YI 24 YY
10 YJ 25 YZ
11 YK 26 Y1
12 YL 27 Y2
13 YM 28 Y3
14 YN 29 Y4
15 YO 30 Y5
2. Create a new partner determination procedure, Z##, with the description Procedure ##
for the customer master.
Enter the following partner functions:
- SP Sold-to party (no change possible/not modifiable, mandatory function)

- SH Ship-to party (mandatory function)
- BP Bill-to party (mandatory function)
- PY Payer (mandatory function)
-Y? Adviser ##
Your customer C605–Z## master record is controlled by the ZK## account group.
Assign the new procedure to the ZK## account group.
3. Extend the customer master record for the customer C605–Z## with the new partner
function, Adviser ##.
Your colleague Tom Tower takes over the new role, Adviser ##, for this customer.
You find the master data in the SAP Menu under Logistics → Sales and Distribution →
Business partner → Customer → Change → VD02 Sales and Distribution.
Add your new partner function, Y? Adviser ##, and assign Tom Tower in this new role to
your customer C605–Z##.
Task 2: Define a Partner Procedure for the Sales Document Type

Optional
In this task, you want to ensure that the new partner in the master record will be controlled
automatically in sales documents with the document type ZA##.
1. Create a new partner determination procedure, Y?, with the description Name Order
procedure ## for the sales document type object.
2. In your new partner determination procedure, Y?, enter the following partner functions:


-Y? Adviser ##
- SE Sales employee
Confirm any warning messages when prompted.
3. Assign the new procedure, Y?, to the sales document type ZA##.
4. Test your new setting in the SAP Menu. Create a trade-fair## order for your C605–Z##
customer. Check whether the Y? Adviser ## partner function has been stored as a partner
in the order header.
Create the order in the back end-system and use the following data:
Order type ZA##
Division 00
Sold-to Party C605-Z##
Material P605-1##
Quantity 5
5. Enter the Hugo Schmitt employee as the sales employee.
6. Can you determine the sales employee from the sold-to party’s master record?
Why/why not?

Unit 9
Solution 15
Configuration of Partner Functions and
Partner Function Determination
Task 1: Set Up a New Partner Function and Partner Procedure

Your company wants to improve the service of your VIP customers in the future. Therefore,
you want to be able to assign a personal adviser in your customer master record and in your
trade-fair orders.
Note:
You have successfully completed the exercise: Master Data Synchronization
Customer / Vendor Integration.
During this exercise, you created your own customer C605–Z## (Miller##) in
your account group ZK##.
You have tested it and you should have had an error-free order (customer
reference ##-KD1).
1. In SAP Customizing create a new partner function, Y? , as a personal Adviser##.

As we continue to do Customizing changes, use the SAP back-end system for the
exercise.
For the key of the new role for each participant group, see the keys of the New Function for
each participant group table.
Partner type PE
Table 3: Keys of the New Function for Each Participant Group

01 YA 16 YP
02 YB 17 YQ
03 YC 18 YR
04 YD 19 YS
05 YE 20 YT
06 YF 21 YU
07 YG 22 YV


08 YH 23 YX
09 YI 24 YY
10 YJ 25 YZ
11 YK 26 Y1
12 YL 27 Y2
13 YM 28 Y3
14 YN 29 Y4
15 YO 30 Y5
a) Create a new partner function.

Choose transaction code SPRO in your Favorites menu and navigate to Customizing.
In the SAP Reference IMG, choose Sales and Distribution → Basic Functions →
Partner Determination → Set Up Partner Determination.
b) Choose Set Up Partner Determination for the Customer Master.
c) In the Dialog Structure tree, double-click Partner Functions.
d) Choose New Entries.
e) Enter your partner function, Y?.
Key Y? see the Keys of the New Function for Each Partici-
pant Group table
Partner type PE
f) Choose Enter .
g) Choose Save.
h) Choose Back until you return to the Select Activity " Set Up Partner Determination for
(…)" screen.
2. Create a new partner determination procedure, Z##, with the description Procedure ##
for the customer master.
Enter the following partner functions:

-Y? Adviser ##

Solution 15: Configuration of Partner Functions and Partner Function Determination
Your customer C605–Z## master record is controlled by the ZK## account group.
Assign the new procedure to the ZK## account group.
a) Choose Set Up Partner Determination for the Customer Master.
(If you have left the Customizing entry, choose the following path again in the SAP
Reference IMG:
Sales and Distribution → Basic Functions → Partner Determination → Set Up Partner
Determination)
b) In the Dialog Structure tree, double-click on Partner Determination Procedures.
d) Enter Z## as the partner determination procedure and enter Cust. Procedure ##
as Name.
e) Choose Save.
f) Select your determination procedure, Z##, and in the Dialog Structure tree double-
click on the Partner Functions in Procedure folder.
g) Choose New Entries.
h) Enter the functions provided.

-Y? Adviser ##
i) Confirm your entry by choosing Enter and choose Save.
j) In the Dialog Structure tree double-click the Partner Determination Procedure

Assignment folder.
k) Choose Position and enter your account group, ZK##.
l) Assign your partner determination procedure Z## to your account group ZK##
m) Choose Save.
n) Choose Exit.
3. Extend the customer master record for the customer C605–Z## with the new partner
function, Adviser ##.
Your colleague Tom Tower takes over the new role, Adviser ##, for this customer.
You find the master data in the SAP Menu under Logistics → Sales and Distribution →
Business partner → Customer → Change → VD02 Sales and Distribution.
Add your new partner function, Y? Adviser ##, and assign Tom Tower in this new role to
your customer C605–Z##.

a) Go to the master data in the SAP menu by navigating to Logistics → Sales and
Distribution → Business partner → Customer → Change → VD02 Sales and
Distribution.
b) Enter C605–Z## as the customer. If necessary, as sales area enter sales organization
1010, as distribution channel enter 10 and as division enter 00 (the fields should
already be filled).
c) Choose Continue.
d) In the Sales Area Data, choose the Partner Functions tab.
e) In the Partner Functions (PR) field, press the F4 key to open the entry help.
f) Choose your partner functions Y? Adviser ##.
g) In the Number field, open the entry help again and search for Tom Tower.
h) In the Name 2 / First name field, enter Tom and choose Start Search.
i) Choose the search result Tom Tower and choose Copy .
j) Choose Save.
k) Choose Exit.
Task 2: Define a Partner Procedure for the Sales Document Type

Optional
In this task, you want to ensure that the new partner in the master record will be controlled
automatically in sales documents with the document type ZA##.
1. Create a new partner determination procedure, Y?, with the description Name Order
procedure ## for the sales document type object.
In the SAP Reference IMG, choose Sales and Distribution → Basic Functions →
Partner Determination → Set Up Partner Determination.
b) Choose Set Up Partner Determination for the Sales Document Header.
c) In the Dialog Structure tree, Partner Determination Procedures should be highlighted. If

so, choose New Entries.
d) Enter the partner determination procedure Y? and enter Order procedure ## as

Name.
e) Chose Save.
2. In your new partner determination procedure, Y?, enter the following partner functions:

-Y? Adviser ##
- SE Sales employee

a) Choose your determination procedure, Y?#, and in the Dialog Structure tree double-
click the Partner Functions in Procedure folder.
c) Enter the functions provided.

-Y? Adviser ##
- SE Sales employee
d) Choose Save.
3. Assign the new procedure, Y?, to the sales document type ZA##.
a) In the Dialog Structure tree, double-click the Partner Determination Procedure
Assignment folder.
b) Choose Position and enter your sales document type, ZA##.
c) Assign your partner determination procedure, Y?, to your sales document type, ZA##.
d) Choose Save.
e) Choose Exit.
4. Test your new setting in the SAP Menu. Create a trade-fair## order for your C605–Z##
customer. Check whether the Y? Adviser ## partner function has been stored as a partner
in the order header.
Create the order in the back end-system and use the following data:
Order type ZA##
Division 00

Material P605-1##
Quantity 5
a) In the SAP Menu, choose Logistics → Sales and distribution → Sales → Order →
VA01 Create.
b) Create the order. Use the following data:

Order type ZA##
Division 00
Material P605-1##
Quantity 5
c) Choose Goto → Header → Partner and verify that your new partner function, Y?
Adviser ##, is automatically filled with Tom Tower.
5. Enter the Hugo Schmitt employee as the sales employee.

a) You should be in the order header tab, Partner. If not, choose Goto → Header
→ Partner.
b) In the Partner function field, use the dropdown list and choose VE Sales Employee.
c) Open the F4 help in the Partner field.
d) Enter Hugo in the Name2 / First Name field and choose Start Search.
Note:
If your search does not show a result, use the following search:
Enter * in the Name2 / First Name field. Reduce the entries in the result list;
choose Find and enter Hugo.
e) Choose the search result Hugo Schmitt and choose Copy .
f) Optionally, choose Enter and confirm your entry of Hugo Schmitt. You should see him
as the partner now.

6. Can you determine the sales employee from the sold-to party’s master record?
No.
Why/why not?
Partner procedure Z##, which controls this customer, does not contain this function. As a
result, you cannot save a partner with the function of sales employee in the sold-to party's
customer master record. This means that the system cannot use the customer master to
propose this partner in the sales document.

Unit 10
Exercise 16
Quantity Contracts
A quantity contract is an agreement that your customer will order a certain quantity of a
product from you during a specified period. The contract contains basic quantity and price
information but no schedule of specific delivery dates and quantities.
The customer fulfills a contract by placing sales orders against it. These sales orders are
known as release orders (or call-offs).
When you create a release order, you refer to the relevant contract, and the system
automatically updates the released quantities in the contract.
Hint:
Use the SAP Fiori launchpad.
1. Start the SAP Fiori launchpad and create a quantity contract. Use the Create Contract
app.
Order type KM
Division 00
Sold-to Party C605–A##
Cust. Reference ##KM
Description Quantity contract ##
Valid to Today until 6 months from today
Material P605-3##
Target Quantity 50
Note the net value of the contract: ____________________
Note the quantity contract number: __________________________
2. You grant your customer, Astoria-Cycles, ## a 20% discount. Use the condition type
K007 Customer Discount and add the discount to your contract.

Exercise 16: Quantity Contracts
3. Create the first release order of 10 pieces as a subsequent order from the quantity
contract. To do so, navigate to the Sales Contract tile group and open the Manage Sales
Contracts app
Order type OR
Division 00
The customer and material information should automatically be copied. Just enter
##KM-01 as the customer reference and make sure you have entered the correct quantity
(10 pieces).
Cust. Reference ##KM-01
Material P605-3##
Order Quantity 10
Check if the customer discount has been granted. Save your release order.
4. Create another release order, but this time create it with reference to the quantity
contract.
Use the Create Sales Orders app.
Use the same data as before, but enter ##KM-02 as the customer reference and adjust the
quantity to 15 pieces.
Order type OR
Material P605-3##
Order Quantity 15
5. Get an overview of the ordered quantity of the quantity contract.

Use the Manage Sales Contracts app. To find your contract, enter ##KM in the search field.
How many pieces are shown in the Order Quantity field ?
6. Create another order, but this time pretend that you accidentally forget to create it with
reference to your contract.
Use the Create Sales orders app.
Enter the data provided for the order. How does the system react?
Order type OR

Division 00
Material P605-3##
Quantity 5
When offered, set up the reference to your quantity contract. Do you now receive the
customer discount in the order?
7. Check the ordered quantity of your contract again.

Use the Manage Sales Contracts app. Enter ##KM in the search field.
How many pieces are shown in the order quantity now?
8. Create another order just like you did before, but this time use your trade-fair## order,
ZA##.
Use the Create Sales orders app again. Enter the data provided.
How does the system react?
Order type ZA##
Division 00
Material P605-3##
Target Quantity 5
Save your order.

Use the Manage Sales Contracts app as before and enter ##KM in the search field.
10. Your last order was not referred to your contract and its quantity has not been added to
the ordered quantity of your contract. Correct this mistake and make a subsequent
reference to your contract in your last order with the customer reference ##KM-04.
Use the Manage Sales orders app.
Assign your last order to your quantity contract.

Exercise 16: Quantity Contracts
11. In future, you want to make sure that nobody forgets to create the trade-fair## order with
reference and if they do, they should get a pop-up window as they would in the standard
order.
Hint:
Use the SAP back-end system for the Customizing part.
Go to Customizing and make the necessary settings.

Your sales document type, ZA## Trade Fair##-Order, should show a message about
outline agreements and Check at item level and branch directly into selection list. Set the
same message indicator for quotation messages.
12. Test your Customizing changes. Do you receive the message for outline agreements?
Copy the data from the contract into your trade-fair## order and save it.
Hint:
Use the Create Sales Orders app. Use the following data:
Order type ZA##
Division 00
Material P605-3##
Order Quantity 10
13. Create another trade-fair ## order with the data provided. How does the system react?
Why?
Order type ZA##
Division 00
Material P605-3##

Order Quantity 11
14. Take a look at your quantity contract. What is the current status of your quantity
contract?
Create another release order with the order type Standard Order (OR) as a subsequent
order from the quantity contract. How does the system react?
Use the Manage Sales Contracts app. To find your contract enter ##KM in the search field.

Unit 10
Solution 16
Quantity Contracts
A quantity contract is an agreement that your customer will order a certain quantity of a
product from you during a specified period. The contract contains basic quantity and price
information but no schedule of specific delivery dates and quantities.
The customer fulfills a contract by placing sales orders against it. These sales orders are
known as release orders (or call-offs).
When you create a release order, you refer to the relevant contract, and the system
automatically updates the released quantities in the contract.
Hint:
1. Start the SAP Fiori launchpad and create a quantity contract. Use the Create Contract
app.
Order type KM
Division 00
Cust. Reference ##KM
Description Quantity contract ##
Valid to Today until 6 months from today
Material P605-3##
Target Quantity 50
Note the quantity contract number: __________________________

a) Start the SAP Fiori launchpad, choose the Sales Contract tile group, and choose the
Create Contract app.
b) Enter the data provided.
c) Choose Save.

d) Choose Display.
Note the net value of the contract: 75000.00 EUR
Note the quantity contract number:
2. You grant your customer, Astoria-Cycles, ## a 20% discount. Use the condition type
K007 Customer Discount and add the discount to your contract.
a) If you are still in the display mode in the contract, choose Change and continue to the
next sub-step.
Otherwise, navigate to the Sales Contract tile group and open the Manage Sales
Contracts app. To find your contract, enter ##KM in the search field. Choose Change
contract.
b) Select the item and choose Item Conditions.
c) Enter the condition type (CnTy) K007 and the amount 20.
d) Choose Enter and confirm your entry.
e) Note the net value of the contract:

On the Condition tab, see that the Net field contains 60 000.00 EUR.
f) Choose Save and Navigate to Home Page.
3. Create the first release order of 10 pieces as a subsequent order from the quantity
contract. To do so, navigate to the Sales Contract tile group and open the Manage Sales
Contracts app
Order type OR
Division 00
The customer and material information should automatically be copied. Just enter
##KM-01 as the customer reference and make sure you have entered the correct quantity
(10 pieces).
Material P605-3##
Order Quantity 10
Check if the customer discount has been granted. Save your release order.
a) In the Sales Contract tile group, choose the Manage Sales Contracts app.

Solution 16: Quantity Contracts
b) Search for your contract by entering ##KM in the search field.
c) Choose Go.
d) Select your contract and choose Create Subsequent Order.
e) In the Order type dropdown list, choose Standard Order (OR).
f) Chose OK.
You see the Create with Reference screen. The screen has already been filled with
contract data.
g) Choose Copy.
The information on your customer and material should automatically be copied.
h) Enter the data provided; add the customer reference ##KM-01 and adjust the quantity
to 10 pieces.
i) Choose Save and Navigate to Home Page.
4. Create another release order, but this time create it with reference to the quantity
contract.
Use the Create Sales Orders app.
Use the same data as before, but enter ##KM-02 as the customer reference and adjust the
quantity to 15 pieces.
Order type OR
Material P605-3##
Order Quantity 15
a) In the Sales Order tile group, choose the Create Sales Orders app.
d) Choose Contract so you are in the Create with Reference/Release from Contract
screen.
e) Enter your contract number.
f) Choose Item Selection twice.
g) In the Quantity Contract <your contract number >: Selection List for Reference
Document screen, change the open quantity to 15.
h) Choose Copy.
i) Enter ##KM-02 the customer reference.
j) Choose Save and Exit and navigate back to Home.
5. Get an overview of the ordered quantity of the quantity contract.

Use the Manage Sales Contracts app. To find your contract, enter ##KM in the search field.
How many pieces are shown in the Order Quantity field ?
a) In the Sales Contract tile group choose the Manage Sales Contracts app.
c) Choose Go.
d) Select your contract and choose > at the end of the line.
e) The Order Quantity field should show 25.
f) Choose Exit.
6. Create another order, but this time pretend that you accidentally forget to create it with
reference to your contract.
Use the Create Sales orders app.
Enter the data provided for the order. How does the system react?
Order type OR
Division 00
Material P605-3##
Quantity 5
When offered, set up the reference to your quantity contract. Do you now receive the
customer discount in the order?
a) In the Sales Order tile group, choose the app Create Sales Orders.
c) Choose Enter to confirm your data entry.

The system reacts by displaying the Open outline agreements for item pop-up window.
d) Choose List.
e) Choose Copy.
f) Select the item and choose Item Conditions. On the Condition tab you find the
discount K007.
g) Choose Save and Navigate to Home Page.

Use the Manage Sales Contracts app. Enter ##KM in the search field.


c) Choose Go.
f) Choose Exit.
8. Create another order just like you did before, but this time use your trade-fair## order,
ZA##.
Use the Create Sales orders app again. Enter the data provided.
How does the system react?
Order type ZA##
Division 00
Material P605-3##
Target Quantity 5
Save your order.


This time there is no system reaction. The pop-up window does not appear.
d) Choose Save and Navigate to Home Page..

Use the Manage Sales Contracts app as before and enter ##KM in the search field.
c) Choose Go.

f) Choose Navigate to Home Page..
10. Your last order was not referred to your contract and its quantity has not been added to
the ordered quantity of your contract. Correct this mistake and make a subsequent
reference to your contract in your last order with the customer reference ##KM-04.
Use the Manage Sales orders app.
Assign your last order to your quantity contract.
a) In the Sales Order tile group, choose the Manage Sales Orders app.
b) Search for your order by entering ##KM-04 in the search field.
c) Choose Go.
d) Select your order and choose > at the end of the line.
e) Choose Change.
f) Choose More → Edit → Assign Contract → Item.
g) In the Item 000010: Assign Sales Activity pop-up window, in the Contracts field, enter
your contract number.
h) Choose Assign.
i) Confirm the information message and choose Save and Navigate to Home
Page.
11. In future, you want to make sure that nobody forgets to create the trade-fair## order with
reference and if they do, they should get a pop-up window as they would in the standard
order.
Hint:
Use the SAP back-end system for the Customizing part.
Go to Customizing and make the necessary settings.

Your sales document type, ZA## Trade Fair##-Order, should show a message about
outline agreements and Check at item level and branch directly into selection list. Set the
same message indicator for quotation messages.
a) Navigate to the SAP back-end system.
Choose transaction code SPRO in your Favorites menu and navigate to Customizing.
In the SAP Reference IMG, choose Sales and Distribution → Sales → Sales
b) Choose Position, enter ZA## as the sales document type, and choose Continue.
c) Select your document type, ZA##. Choose Details..

d) In the Transaction flow screen area, in the Outline agrmt mess field, choose the F entry,
Check at item level and branch directly into selection list .
e) Set the same message indicator for quotations. In the Quotation messages field,
choose the F entry, Check at item level and branch directly into selection list.
12. Test your Customizing changes. Do you receive the message for outline agreements?
Copy the data from the contract into your trade-fair## order and save it.
Hint:
Use the Create Sales Orders app. Use the following data:
Order type ZA##
Division 00
Material P605-3##
Order Quantity 10
d) The system reacts by displaying the Open outline agreements for item pop-up window.
e) Choose Copy.
f) Choose Save and Navigate to Home Page.
13. Create another trade-fair ## order with the data provided. How does the system react?
Why?
Order type ZA##

Division 00
Material P605-3##
Order Quantity 11
c) Choose Enter to confirm your data entry
d) The system reacts by displaying the Open outline agreements for item pop-up window.
e) Choose Copy.
The system displays the following message:
Target qty of reference: 50 PC (total referenced 56 PC).
f) Choose Continue.
g) Choose Save and Navigate to Home Page..
14. Take a look at your quantity contract. What is the current status of your quantity
contract?
Create another release order with the order type Standard Order (OR) as a subsequent
order from the quantity contract. How does the system react?
Use the Manage Sales Contracts app. To find your contract enter ##KM in the search field.
c) Choose Go.
The Overall Status field is set to Completed.
d) Select your contract and choose Create Subsequent Order.
e) In the Order type dropdown list, choose Standard Order (OR).
f) Chose OK.
g) The system displays the following message:

The reference has already been completely copied or rejected.
h) Choose Navigate to Home Page and cancel the whole process.
Your contract has been completed, therefore you cannot create any further release
orders.

Unit 10
Exercise 17
Value Contracts
Value Contracts
You have entered into a value contract with the Galileo-Bikes ## customer that is valid for 12
months. Create a contract and indicate the party authorized to release. The materials that are
permitted for contract releases will be listed in an assortment module.
The customer subsequently requests releases as orders. The system determines the
permitted partners and materials for releases from the information stored in the value
contract.
Hint:
Use the SAP back-end system for this exercise.
1. Create a value contract for the Galileo-Bikes ## customer with the target value of EUR
20000. Grant your customer a 10% discount. Use the K007 Customer Discount condition
type and add the discount to your contract.
Order type WK1
Division 00
Cust. Reference ##VC
Description Value contract ##
Valid from Today's date

Valid To Today until 12 months from today's date
Target value EUR 20 000.00
Enter the K007 Customer Discount discount condition type on the item level.
Note the value contract number: __________________________
2. Display your value contract and take a look at the item. What is the item category for the
value contract WK1?
Item category: _______________________________________
3. How did the system automatically determine item categories?

Review the item category assignment of the item category WKN.

The item category for value contracts is determined by the VCTR usage indicator.
4. Which material was entered into the contract? How?
Where does the material in the values contract derive from? Reproduce its source.
5. Create your first release order with reference to your value contract.
Order type OR
Division 00
Do not forget to choose Create with Reference.
Try to copy the value contract material WKM1. What system reaction do you receive?
6. You cannot sell the value contract material WKM1; you have to replace it.
Where do you determine whether or not the value contract material should be transferred
to the release order?
You can restrict the choice of products for a value contract when you assign a product
hierarchy and/or an assortment model to it.
7. Create your second release order. Create it with reference to your value contract. Your
C605-B## customer wants to buy two Max-Bikes ## (material P605-7##).
Enter the customer reference ##VC-01.
Make sure that the customer discount has been granted for every product.
Order type OR

Exercise 17: Value Contracts
Division 00
Choose Item Selection and enter the materials and quantities.
8. You want to prevent Max-Bike ## being sold via a value contract.
What can you do to restrict the choice of products for a value contract?
9. Restrict the choice of products and create a value contract - assortment module.
Create an assortment module for value contracts and have the system assign a number
for the assortment module, but enter the description VC module ##. The assortment
module should be valid until the end of next year.
List the products P605-1##, P605-2##, and P605-3##.
Note the number of your assortment module:
___________________________________________________________
10. Assign your value contract - assortment module to your value contract.
11. Create a release order again. Create it with reference to your value contract. Your C605-
B## customer orders the Alpha-Bike ## (material: P605-1##) and Gamma-Bike ##
(material: P605-3##). The customer wants two of each.
Order type OR
Division 00
Choose Item Selection and when you enter the materials and quantities, respect the
restriction.
12. You want to extend your contract and use the function alternative partners. Enter an
alternative sold-to party, Amadeus ##, and ship-to part, Leonardo ##, for your value
contract:
AA SP Contract rel C620-A## Amadeus ##
AW SH Contract rel C620-B##Leonardo ##
13. Create a release order with reference to the value contract. For the sold-to party, use
C620-A## (Amadeus ##). For the ship-to party, use C605-B## (Galileo-Bikes ##). Your
customer wants to buy the Alpha-Bike ## (material: P605-1##) and the Beta-Bike ##
(material: P605-2##). He orders 3 of each.
Verify that your alternative sold-to party receives the customer discount K007 as well.


Order type OR
Division 00
Ship-To Party C605–B##
Cust. Reference ##VC-03
Material P605-1##
Quantity 3
Material P605-2##
Quantity 3
14. Check the released value of your value contract. What is the released value in your value
contract?
Value released: _____________________________
15. Create the last release order with reference to the contract so your contract gets fulfilled.
Order type OR
Division 00
Sold-to Party C605–B## (Galileo-Bikes ##)
Ship-To Party C620–B## (Leonardo ##)
Material P605-1##
Quantity 3
Material P605-2##
Quantity 3
Material P605-3##
Quantity 3

Exercise 17: Value Contracts
What message appears when you save?
Save your release order.
16. Determine the total released value for the value contract.
____________________________________________________________
17. Review the Customizing settings for the item category.
Which item category settings do you use to control what happens when the target value in
the contract is exceeded?
18. Review the partner determination.
Which partner determination procedure has been assigned to the value contract?
19. Review the partner determination procedure.
Which partner functions for releasing partners are configured in this procedure?
20. Review the contract data for a rental contract.

Create a rental contract and review the contract data, using the following data:
Contract type MV
Division 00
Sold-to party C605-B##
Cust Reference ##MV
21. When you create the rental contract, the system refers to the contract profile for essential
contract data.
Find the following contract data in the document:

Contract start date rule

Contract end rule
Val. Period. Category (duration)
Contract validity type
Cancellation procedure
Hint:
The contract data appears on a separate tab page in the document header.

Unit 10
Solution 17
Value Contracts
Value Contracts
You have entered into a value contract with the Galileo-Bikes ## customer that is valid for 12
months. Create a contract and indicate the party authorized to release. The materials that are
permitted for contract releases will be listed in an assortment module.
The customer subsequently requests releases as orders. The system determines the
permitted partners and materials for releases from the information stored in the value
contract.
Hint:
Use the SAP back-end system for this exercise.
1. Create a value contract for the Galileo-Bikes ## customer with the target value of EUR
20000. Grant your customer a 10% discount. Use the K007 Customer Discount condition
type and add the discount to your contract.
Order type WK1
Division 00
Cust. Reference ##VC
Description Value contract ##
Valid from Today's date

Valid To Today until 12 months from today's date
Target value EUR 20 000.00
Enter the K007 Customer Discount discount condition type on the item level.
Note the value contract number: __________________________
a) Create value contracts.
In the SAP Menu, choose Logistics → Sales and Distribution → Sales → Contract →
VA41 Create.

c) Select the first item and choose Item Conditions.
d) Enter the condition type (CnTy) K007 and the amount 10.
e) Choose Save.
f) Note the value contract number.
2. Display your value contract and take a look at the item. What is the item category for the
value contract WK1?
Item category: _______________________________________
a) In the SAP Menu choose Logistics → Sales and Distribution → Sales → Contract →
VA43 Display.
b) After choosing VA43 Display, confirm your contract number and choose Enter.
c) Choose Display Item Details.

The item category is WKN Value Contract Item.
3. How did the system automatically determine item categories?

Review the item category assignment of the item category WKN.
The item category for value contracts is determined by the VCTR usage indicator.
In the SAP Reference IMG, choose Sales and Distribution → Sales → Sales
Documents → → Sales Document Item → Assign Item Categories.
b) Choose Position and enter the following data:

SaTy (Sales document type) WK1
ItCGr (Item category group)

Usg. (Item usage) VCTR
HLevItCa (Item category of higher-level

item)
The item category is WKN.
c) Choose Exit.
4. Which material was entered into the contract? How?
Where does the material in the values contract derive from? Reproduce its source.
VA43 Display.
b) Choose Display Item Details. At the item level you find the entry for the material WKM1.
The material in the values contract derives from the item category WKN. It is entered
automatically by the item category.

Solution 17: Value Contracts
c) Review the setting. Navigate to Customizing (transaction code SPRO).
d) In the SAP Reference IMG, choose Sales and Distribution → Sales → Sales
Documents → Contracts → Value Contract → Define Item Categories for Value
Contract and Contract Rel.
e) Choose Position and enter the item category WKN.
f) Select the item category and choose Details.

The value contract material is WKM1 .
g) Choose Exit.
5. Create your first release order with reference to your value contract.
Order type OR
Division 00
Do not forget to choose Create with Reference.
Try to copy the value contract material WKM1. What system reaction do you receive?
a) Create a release order for the value contract.

In the SAP Menu, choose Logistics → Sales and Distribution → Sales → Order →
VA01 Create.
b) Choose the order type OR.
c) Choose Create with reference.
d) Choose the Contract tab.
e) Enter your value contract number.
f) Choose Item selection twice.
g) Select the item.
h) Choose Copy.
The following message appears: Copying material in any value contract
items is not permitted.
i) Choose Cancel and cancel the order entry.
6. You cannot sell the value contract material WKM1; you have to replace it.

Where do you determine whether or not the value contract material should be transferred
to the release order?
You maintain the setting in the Copying control at item level.
a) To review the setting, choose transaction code SPRO in your Favorites menu and
navigate to Customizing.
b) In the SAP Reference IMG, choose IMG → Sales and Distribution → Sales → Sales
Documents → Contracts → Value Contract → Copying Control for Value Contract.
c) Choose Position.
d) As the target, enter the sales document type OR. As the source, enter the sales
document type WK1.
e) In the Dialog structure tree, choose the entry Tgt: OR Source: WK1 and double-click
Item.
f) In the ItmCt field, choose WKN. Choose Details.

You control this behavior in the Contract item copy mode field. It is set to A: Value
contract item material may not be copied.
You can restrict the choice of products for a value contract when you assign a product
hierarchy and/or an assortment model to it.
7. Create your second release order. Create it with reference to your value contract. Your
C605-B## customer wants to buy two Max-Bikes ## (material P605-7##).
Make sure that the customer discount has been granted for every product.
Order type OR
Division 00
Choose Item Selection and enter the materials and quantities.

VA01 Create.

g) Choose Enter matl (Enter Material).
h) In the Material field, enter P605-7##. In the Order Quantity field, enter 2.
i) Choose Back.
j) Choose Copy.
k) Enter the customer reference ##VC-01.
l) Choose Item conditions and check for the customer discount K007. The discount
should be granted.
m) Choose Save.
8. You want to prevent Max-Bike ## being sold via a value contract.
What can you do to restrict the choice of products for a value contract?
You can restrict the choice of product when you assign a product hierarchy or a value
contract - assortment module. The assignment of a product hierarchy and assortment
module automatically restricts the materials which you can buy in all release orders of the
value contract.
9. Restrict the choice of products and create a value contract - assortment module.
Create an assortment module for value contracts and have the system assign a number
for the assortment module, but enter the description VC module ##. The assortment
module should be valid until the end of next year.
List the products P605-1##, P605-2##, and P605-3##.
Note the number of your assortment module:
___________________________________________________________
a) In the SAP Menu choose Logistics → Sales and Distribution → Master Data →
Products → Value Contract - Assortment Module → WSV2 Create.
b) On the Assortment Module Create: Initial Screen screen make no entry, just choose
Items.
c) Enter the description VC module ##.
d) Note the number of your assortment module.
e) In the Material field, enter the materials P605-1##, P605-2##, and P605-3##. Change
the Valid-to: field to be valid until the end of next year.
10. Assign your value contract - assortment module to your value contract.
a) In the SAP Menu, Logistics → Sales and Distribution → Sales → Contract → VA42
Change.
b) Enter your contract number and choose Enter.

c) In the Assortment Module field, enter the number of your assortment module.
d) Choose Save.
11. Create a release order again. Create it with reference to your value contract. Your C605-
B## customer orders the Alpha-Bike ## (material: P605-1##) and Gamma-Bike ##
(material: P605-3##). The customer wants two of each.
Order type OR
Division 00
Choose Item Selection and when you enter the materials and quantities, respect the
restriction.
VA01 Create.
g) Choose Expand assort. (Expand assortment module).
h) In the Order Quantity fields, enter 2 each for the materials P605-1## and P605-3##.
i) Choose Back.
j) Choose Copy.
k) Enter the customer reference ##VC-02.
l) Choose Item conditions and check the customer discount K007 for each item. The
discount should be granted.
m) Choose Save.
12. You want to extend your contract and use the function alternative partners. Enter an
alternative sold-to party, Amadeus ##, and ship-to part, Leonardo ##, for your value
contract:
AA SP Contract rel C620-A## Amadeus ##

AW SH Contract rel C620-B##Leonardo ##
a) Change your value contracts.

In the SAP Menu choose Logistics → Sales and Distribution → Sales → Contract
→ VA42 Change.
b) Enter your contract number and choose Enter.
c) Choose Goto → Header → Partner.
d) Enter the alternative partner:

AA SP Contract release C620-A## (Amadeus ##)
AW SH contract release C620-B## ( Leonardo ##)
e) Choose Save.
13. Create a release order with reference to the value contract. For the sold-to party, use
C620-A## (Amadeus ##). For the ship-to party, use C605-B## (Galileo-Bikes ##). Your
customer wants to buy the Alpha-Bike ## (material: P605-1##) and the Beta-Bike ##
(material: P605-2##). He orders 3 of each.
Verify that your alternative sold-to party receives the customer discount K007 as well.
Order type OR
Division 00
Ship-To Party C605–B##
Material P605-1##
Quantity 3
Material P605-2##
Quantity 3

In the SAP Menu choose Logistics → Sales and Distribution → Sales → Order
→ VA01 Create.

f) Choose Item Selection.
g) Select the releasing sold-to party and ship-to party in the dialog boxes accordingly and
confirm the warning message.
Releasing sold-to party C620-A## (Amadeus ##)
Ship-to party C605-B## (Galileo-Bikes ##)
h) Choose Item selection.
i) Choose Expand assort. (Expand assortment module).
j) In the Order Quantity fields, enter 3 each for the materials P605-1## and P605-2##.
k) Choose Back.
l) Choose Copy.
m) Enter the customer reference ##VC-03.
n) Choose Item conditions and check the customer discount (K007) for each item. The
discount should be granted.
o) Choose Save and Exit.
14. Check the released value of your value contract. What is the released value in your value
contract?
Value released: _____________________________
a) Navigate to your value contract.
In the SAP Menu, choose Logistics → Sales and Distribution → Sales → Contract
→ VA43 Display.
b) Enter your value contract number and choose Enter.

The Value Released field shows the value.
c) Note the value released: EUR 12015.00.
d) Choose Exit.
15. Create the last release order with reference to the contract so your contract gets fulfilled.
Order type OR
Division 00
Sold-to Party C605–B## (Galileo-Bikes ##)
Ship-To Party C620–B## (Leonardo ##)

Material P605-1##
Quantity 3
Material P605-2##
Quantity 3
Material P605-3##
Quantity 3
Save your release order.

In the SAP Menu choose Logistics → Sales and Distribution → Sales → Order →
VA01 Create.
f) Choose Copy .
g) Select the releasing sold-to party and ship-to party in the dialog boxes accordingly and
confirm the warning message.
Releasing sold-to party C605-B## (Galileo-Bikes ##)
Ship-to party C620-B## (Leonardo ##)
h) Choose Item selection twice.
i) Choose Expand assort. (Expand assortment module).
j) In the Order Quantity fields, enter 3 each for the materials P605-1##, P605-2##, and
P605-3##.
k) Choose Back.
l) Choose Copy.
m) Enter the customer reference ##VC-04.

The target value of the contract has been exceeded.
n) Choose Save and Exit.
16. Determine the total released value for the value contract.
____________________________________________________________
VA43 Display.
The released value is EUR 22140.00.
17. Review the Customizing settings for the item category.
Which item category settings do you use to control what happens when the target value in
the contract is exceeded?
b) In the SAP Reference IMG, choose Sales and Distribution → Sales → Sales
Documents → Contracts → Value Contract → Define Item Categories for Value
Contract and Contract Rel.
c) Choose Position and enter WKN.
d) Choose Details.
Information area: Business Data
Field: Completion rule
Information area: Value contract
Field: Contract release control
18. Review the partner determination.
Which partner determination procedure has been assigned to the value contract?
a) Choose transaction code SPRO and navigate to Customizing.
b) In the SAP Reference IMG, choose Sales and Distribution → Basic Functions →
Partner Determination → Set Up Partner Determination → Set Up Partner
Determination for Sales Document Header.
c) In the Dialog Structure tree, double-click the folder Partner Determination Procedure
Assignment.
d) Choose Position.

e) Enter the sales document type WK1.

The sales document type WK1 has been assigned to the partner determination
procedure KAB (Release order).
19. Review the partner determination procedure.
Which partner functions for releasing partners are configured in this procedure?
a) Choose transaction code SPRO and navigate to Customizing.
b) In the SAP Reference IMG, choose Sales and Distribution → Basic Functions →
Partner Determination → Set Up Partner Determination → Set Up Partner
Determination for Sales Document Header.
c) In the Dialog Structure tree, double-click the Partner Determination Procedures folder.
d) Choose Position.
e) Select KAB.
f) In the Dialog Structure tree, double-click the Partner Functions in Procedure folder.
Partner function AA (SP Contract rel. ord.)
Partner function AW (SH Contract rel. ord.)
g) Choose Exit and cancel the Customizing navigation.
20. Review the contract data for a rental contract.

Create a rental contract and review the contract data, using the following data:
Contract type MV
Division 00
Sold-to party C605-B##
Cust Reference ##MV
a) Create a rental contract.

In the SAP Menu choose Logistics → Sales and Distribution → Sales → Contract →
VA41 Create.
c) Enter C605-B## as the sold-to party.
d) Choose Enter and continue with the next step.

21. When you create the rental contract, the system refers to the contract profile for essential
contract data.
Find the following contract data in the document:
Contract start date rule
Contract end rule
Val. Period. Category (duration)
Contract validity type
Cancellation procedure
Hint:
The contract data appears on a separate tab page in the document header.
a) In your rental contract, choose Goto → Header → Contract data.
b) Find the contract data in the rental contract:

Tab page Header – Contract data
Contract start date rule 01 Today's date
Contract end date rule 08 Contract start + contract validity peri-

od
Val. Period. category (duration) 02 1 year
Contract validity period 1 year
Cancellation procedure 0001 (Cancellation at end of validity pe-

riod)
c) Once you have reviewed the data, choose Save and Exit.

Unit 11
Exercise 18
Material Determination
Material Determination Strategy: Automatic

Exchange of materials is an important requirement of your sales process. You would like to
exchange standard items for promotional materials for instance or exchange certain items for
other items if they are not available.
Hint:
1. The Material P605-4## should automatically be replaced with material P605-1## for a
period of two months. Use as reason for substitution Advertising campaign. Create the
relevant master record for material determination. Choose determination type A001.
2. Test your changes. Create a trade fair order ZA##.

Order type: ZA##
Division: 00
Sold-to Party: C605-B##
Cust. Reference: ##Mat-01
Material: P605-4##
Quantity: 10
3. In which sales document view can you find information about the material entered (and if
necessary the reason for substitution)?
View: __________________________________________
4. You would like your employees in sales order processing to be able to call up a selection
list for certain products, from which they can then choose a suitable material.
Create a reason for substitution Z## with the description Substitution ## in
Customizing.
5. Enter a material determination master record with the description Bikes## and reason for
substitution Z##. In the master record, list the materials P605-1## , P605-2## and
P605-3## . The data record is valid for two months.

6. Test your changes and create a trade fair order ZA## with the given data. Enter Bikes##
as material and check the effect of your master record.
Order type: ZA##
Division: 00
Material: Bikes##
Quantity: 5

Unit 11
Solution 18
Material Determination
Material Determination Strategy: Automatic

Exchange of materials is an important requirement of your sales process. You would like to
exchange standard items for promotional materials for instance or exchange certain items for
other items if they are not available.
Hint:
1. The Material P605-4## should automatically be replaced with material P605-1## for a
period of two months. Use as reason for substitution Advertising campaign. Create the
relevant master record for material determination. Choose determination type A001.
a) Create the master record for material determination.
In the SAP Menu choose: Logistics → Sales and Distribution → Master Data →
Products → Material Determination → VB11 Create.
b) Choose Material determin. type: A001 and choose Enter.
c) Create the master record for material determination, enter the following data:
Valid From: Today's date
Valid To: <Today until 2 months from to-

day>
Entered Material: P605-4##
Material: P605-1##
Reason: 0001 Advertising campaign
d) Choose Save and Exit.
2. Test your changes. Create a trade fair order ZA##.

Order type: ZA##
Division: 00

Material: P605-4##
Quantity: 10
VA01 Create .
b) Enter the following data for the order:
c) Test the substitution. Do you receive material P605-1##? If so continue with the next
step.
3. In which sales document view can you find information about the material entered (and if
necessary the reason for substitution)?
View: __________________________________________
a) Select the first item and choose Display Item Details.
b) Navigate to the tab Sales A. You find the information in the field: Material Entered.
c) Optional: Choose Save and Exit.
4. You would like your employees in sales order processing to be able to call up a selection
list for certain products, from which they can then choose a suitable material.
Create a reason for substitution Z## with the description Substitution ## in
Customizing.
a) Navigate to the customizing, choose transaction code SPRO in your Favorites.
b) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions →
Material Determination → Define Substitution Reasons.
c) Choose New Entries
d) Enter the following data:

SbstReason (Substitution reason): Z##
Description: Substitution ##
Strategy: A
5. Enter a material determination master record with the description Bikes## and reason for
substitution Z##. In the master record, list the materials P605-1## , P605-2## and
P605-3## . The data record is valid for two months.
b) Choose Material Determin. Type: A001 and choose Enter.
c) Create the master record for material determination, enter the following data:
Valid From: Today's date

Solution 18: Material Determination
Valid To: <Today until 2 months from to-

day>
Entered Material: Bikes##
Material: P605-1##
Reason: Z## ( Substitution ##)
d) Select your entry and choose Alternative materials.
e) Continue to enter the alternative materials P605-2## and P605-3##.

Finally, you receive a list of three alternative materials.
Material: P605-1##
Material P605-2##
Material P605-3##
6. Test your changes and create a trade fair order ZA## with the given data. Enter Bikes##
as material and check the effect of your master record.
Order type: ZA##
Division: 00
Material: Bikes##
Quantity: 5
a) In the SAP menu, choose: Logistics → Sales and Distribution → Sales → Order →
VA01 Create.
c) Test the substitution, you should receive a pop-up window with the list of the
alternative materials. Choose one of them.
d) Optional: Choose Save and Exit.

Unit 11
Exercise 19
Material Listing and Exclusion
Task 1: Material Listing

Material listing lets you control which materials specific customers can buy. For example, if
you create a material listing for a specific customer, the customer can only order products
from that list.
Hint:
1. Your Berta Bike ## customer (C615-A##), should only buy the P605-1##, P605-2##, and
P605-3## materials. Enter a condition record for the material listing.
Beware that for this exercise part be aware that you are now using the Berta Bike ##
customer (C615-A##).
2. Check the effect and create a ZA## trade-fair order for the customer C615-A## . First
enter the material P605-1## and then the material P605-7## .
Which item cannot be created and why?

Order type ZA##
Division 00
Cust. Reference ##List-01
Material P605-1##
Quantity 10
Create a second item using the material P605-7## and order quantity 10.

Exercise 19: Material Listing and Exclusion
Task 2: Material Exclusion

Material exclusion lets you control which materials specific customers may not buy. For
example, if you create a material exclusion for a for a particular customer, the customer
cannot order the excluded materials from you.
For this exercise, be aware that you are now using the Walter Bike ## customer (C615-B##)
and the P615-1## and P615-2## materials.
1. Your Walter Bike ## customer (C615-B##) no longer wishes to purchase the materials
Mega Bike## (P615-1## ) and Supa Bike## (P615-2##). Enter a condition record for the
material exclusion.
2. Check the effect and create a ZA## trade-fair order for the C615-B## customer. Try to
create an item with the materials Beta-Bike ## (P605-2##) and Supa Bike## P615-2##).
Order type ZA##
Division 00
Cust. Reference ##Excl-01
Material P605-2##
Quantity 10
Create a second item and enter the Supa Bike ## material (P615-2##) with the order
quantity 10.
3. What would happen if you created both an exclusion master record and a listing for the
same customer and material?
To answer the question, you need to find out which master record (for listing or exclusion)
is taken into account first. Therefore, activate the analysis for the order creation.
Create another order using the same data as before but this time activate the analysis
function before you enter the order data.
Enter the following data for the sales process:
Order type ZA##

Division 00
Activate the analysis function before you enter the order data.
Enter the following data for the order details:
Material P605-2##
Quantity 10
Confirm your data entry by choosing Enter so that the analysis window pops up.
In the analysis window, choose Back to continue with the order creation.
If you do not know the answer yet, enter the Supa Bike## material (P615-2##) with the
order quantity 10.
In the analysis for Listing/Exclusion, you can see that the system checks for any
exclusions first and then checks for any listing. So anything that is excluded cannot be
bought even if the material is listed in a listing master record.

Unit 11
Solution 19
Material Listing and Exclusion
Task 1: Material Listing

Material listing lets you control which materials specific customers can buy. For example, if
you create a material listing for a specific customer, the customer can only order products
from that list.
Hint:
1. Your Berta Bike ## customer (C615-A##), should only buy the P605-1##, P605-2##, and
P605-3## materials. Enter a condition record for the material listing.
Beware that for this exercise part be aware that you are now using the Berta Bike ##
customer (C615-A##).
Products → Listing/Exclusion → VB01 Create.
b) Select the List/ excl type A001.
c) Choose the Customer/Material key combination and choose Enter.
d) Create the master record for the listing. Enter the following data:
Customer C615-A##
Valid From <Today's date>
Valid To <31.12.9999>
Material P605-1##
Material P605-2##
Material P605-3##
2. Check the effect and create a ZA## trade-fair order for the customer C615-A## . First
enter the material P605-1## and then the material P605-7## .

Order type ZA##
Division 00
Cust. Reference ##List-01
Material P605-1##
Quantity 10
Create a second item using the material P605-7## and order quantity 10.
VA01 Create.
b) Enter the data provided for the order.
The P605-7## material cannot be entered in the document. The following message
appears: Material P605-7## is not allowed because it is not listed
and therefore not allowed.
c) Choose Cancel and cancel the order creation process.
Task 2: Material Exclusion

Material exclusion lets you control which materials specific customers may not buy. For
example, if you create a material exclusion for a for a particular customer, the customer
cannot order the excluded materials from you.
For this exercise, be aware that you are now using the Walter Bike ## customer (C615-B##)
and the P615-1## and P615-2## materials.
1. Your Walter Bike ## customer (C615-B##) no longer wishes to purchase the materials
Mega Bike## (P615-1## ) and Supa Bike## (P615-2##). Enter a condition record for the
material exclusion.
Products → Listing/Exclusion → VB01 Create.
b) Select the List/ excl type B001.
c) Choose the Customer/Material key combination and choose Enter.
d) Create the master record for the listing. Enter the following data:
Customer C615-B##
Valid From <Today's date>
Valid To <31.12.9999>

Solution 19: Material Listing and Exclusion
Material P615-1##
Material P615-2##
2. Check the effect and create a ZA## trade-fair order for the C615-B## customer. Try to
create an item with the materials Beta-Bike ## (P605-2##) and Supa Bike## P615-2##).
Order type ZA##
Division 00
Material P605-2##
Quantity 10
Create a second item and enter the Supa Bike ## material (P615-2##) with the order
quantity 10.
VA01 Create.
The P615-2## material cannot be entered in the document. The following message
appears: Material P615-2## has been excluded.
c) Choose Cancel.
3. What would happen if you created both an exclusion master record and a listing for the
same customer and material?
To answer the question, you need to find out which master record (for listing or exclusion)
is taken into account first. Therefore, activate the analysis for the order creation.
Create another order using the same data as before but this time activate the analysis
function before you enter the order data.
Enter the following data for the sales process:

Order type ZA##
Division 00
Activate the analysis function before you enter the order data.
Enter the following data for the order details:
Material P605-2##
Quantity 10
VA01 Create.
b) Enter the data provided for the sales process.
c) Before you enter the data for the order details, activate the analysis function.
Choose Environment → Analysis → Listing/Exclusion → On.
d) Enter the data provided for the order details.
Confirm your data entry by choosing Enter so that the analysis window pops up.
In the analysis window, choose Back to continue with the order creation.
If you do not know the answer yet, enter the Supa Bike## material (P615-2##) with the
order quantity 10.
In the analysis for Listing/Exclusion, you can see that the system checks for any
exclusions first and then checks for any listing. So anything that is excluded cannot be
bought even if the material is listed in a listing master record.

Unit 12
Exercise 20
Free Goods
Task 1: Free Goods -Inclusive

You have agreed on a price reduction for customer Astoria-Cycle ## (C605-A##) in the form
of free goods.
Hint:
1. Create a free goods master record ( Free goods type: NA00) for sales organization 1010
and distribution channel 10..
If the customerAstoria-Cycle ## (C605-A##) orders at least 20 units of material
P605-2##, 10% of the purchased quantity is to be free of charge. The free-of charge
material should be a proportion of the quantity in the higher-level item
2. Create a trade fair order ZA## with customer reference ##-Free01 for customer Astoria-
Cycle ## (C605-A##) and material P605-2##. Order quantity is 10 units.
What message appears?
____________________________________________________
3. Now increase the order quantity to 40 units. What are the quantities in the higher-level
and sub-items?
Main item: _________________________
Sub-item: _________________________
Task 2: Free Goods - Exclusive

You have agreed on free goods - exclusive for your customer Galileo-Bikes ## (C605-B##). .
1. Create a free goods master record (free goods type NA00) for sales organization 1010 and
distribution channel 10.
If the customer Galileo-Bikes ## (C605-B##) orders at least 20 units of Max-Bike ##
(material: P605-7##), you grant one unit of Bike- Bell ## (material P605-V## ) free-of-
charge for each 20 units ordered.
In the record, indicate that the system only determines the quantity of the free-of-charge
material in multiples of the free goods quantity.
2. Create a trade fair order of order type: ZA## with customer reference ##-Free02 for
customer Galileo-Bikes ## ( C605-B##) and material: Max-Bike ## (P605-7##) . Order
quantity is 25 units.
How many pieces of the Bike-Bell ## (material: P605-V##) does your customer receive?
Why?

Unit 12: Free Goods
____________________________________________________
____________________________________________________
Task 3: Reproduce the Free-Goods Customizing Settings

The system automatically created a free goods sub-item for the free-goods orders . The
system runs pricing for this sub-item even though it is free of charge.
1. Which item category did the system determine for the sub-item? Which settings in
Customizing affect pricing for the free-of-charge item?
Item category: _______________________
2. How did the item category determination take place? Which key did the system use?
Reproduce the assignment of the item category.
____________________________________________________

Unit 12
Solution 20
Free Goods
Task 1: Free Goods -Inclusive

You have agreed on a price reduction for customer Astoria-Cycle ## (C605-A##) in the form
of free goods.
Hint:
1. Create a free goods master record ( Free goods type: NA00) for sales organization 1010
and distribution channel 10..
If the customerAstoria-Cycle ## (C605-A##) orders at least 20 units of material
P605-2##, 10% of the purchased quantity is to be free of charge. The free-of charge
material should be a proportion of the quantity in the higher-level item
Conditions → Free Goods → VBN1 Create.
b) Select Discount type: NA00.
c) Choose Key combination: Customer/Material and choose Enter.
d) Enter the header data:
Customer C605-A## (Astoria-Cycle ##)
Valid From: <Today's date>
To: <31.12.9999>
e) Make sure you are in the view Free goods view -Inclusive and enter the given data
Material: P605-2##
Min. quantity: 20
For: 10
UnitFG (Quantity Unit Free Goods : PC
Add qnty. (Additional quantity): 1

Unit 12: Free Goods
AddQtyUnit: PC
Calc (Calculation rule): 1
FreeGoods: 1
2. Create a trade fair order ZA## with customer reference ##-Free01 for customer Astoria-
Cycle ## (C605-A##) and material P605-2##. Order quantity is 10 units.
What message appears?
____________________________________________________
a) In the SAP Menu, choose: Logistics → Sales and Distribution → Sales → Order →
VA01 Create .
b) Create the order in the back end system and use the following data:
Order type: ZA##
Division: 00
Cust. Reference: ##Free-01
Material: P605-2##
Quantity: 10
c) What message appears?

Minimum quantity of 20 PC of free goods has not been reached.
d) Proceed to the next step.
3. Now increase the order quantity to 40 units. What are the quantities in the higher-level
and sub-items?
Main item: _________________________
Sub-item: _________________________
a) Main item: 36 pieces.

Sub-item: 4 pieces.
b) Optional: Choose Save and Exit.
Task 2: Free Goods - Exclusive

You have agreed on free goods - exclusive for your customer Galileo-Bikes ## (C605-B##). .
1. Create a free goods master record (free goods type NA00) for sales organization 1010 and
distribution channel 10.

Solution 20: Free Goods
If the customer Galileo-Bikes ## (C605-B##) orders at least 20 units of Max-Bike ##

(material: P605-7##), you grant one unit of Bike- Bell ## (material P605-V## ) free-of-
charge for each 20 units ordered.
In the record, indicate that the system only determines the quantity of the free-of-charge
material in multiples of the free goods quantity.
Conditions → Free Goods → VBN1 Create.
b) Select Discount type: NA00
c) Choose Key combination: : Customer/Material and choose Enter.
d) Enter the header data:
Customer C605-B## (Galileo-Bikes ##)
Valid From: <Today's date>
To: <31.12.9999>
e) Make sure you are in the Free goods view - Exclusive view , choose the Exclusive BQ .
f) When you are in the view Free goods view - Exclusive and enter the given data
Material: P605-7##
Min. quantity: 20
For: 20
UnitFG (Quantity Unit Free Goods ): PC
Add qnty. (Additional quantity): 1

Add Qnty Unit: PC
Cal (Calculation rule): 2

Free Goods (category): 2
FGDelyCont (Free goods delivery con- C
trol):
AddMat FrGd (Additional material Free P605-V##
goods):
2. Create a trade fair order of order type: ZA## with customer reference ##-Free02 for
customer Galileo-Bikes ## ( C605-B##) and material: Max-Bike ## (P605-7##) . Order
quantity is 25 units.
How many pieces of the Bike-Bell ## (material: P605-V##) does your customer receive?
Why?

Unit 12: Free Goods
____________________________________________________
____________________________________________________
VA01 Create .
b) Create the order in the back end system and use the following data:
Order type: ZA##
Division: 00
Cust. Reference: ##Free-02
Material: P605-7##
Quantity: 25
c) How many pieces of the Bike-Bell ## (P605-V##) does your customer receive? Why?
You customer receives 1 Bike Bell ## for free because in the record you set the
calculation rule 2 -with Unit reference. This indicates that the system only determines
the quantity of the free-of-charge material in multiples of the free goods quantity.
Task 3: Reproduce the Free-Goods Customizing Settings

The system automatically created a free goods sub-item for the free-goods orders . The
system runs pricing for this sub-item even though it is free of charge.
1. Which item category did the system determine for the sub-item? Which settings in
Customizing affect pricing for the free-of-charge item?
Item category: _______________________
a) Call up your last order again. In the SAP Menu choose: Logistics → Sales and
Distribution → Sales → Order → VA02 Change.
b) Confirm <your oder number> and choose Enter. The field (ItCat.) Item category shows
TANN as item category for the free of charge item .
c) Navigate to the customizing (transaction code: SPRO).
d) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions → Free
Goods → Control Free Goods Pricing → Control Pricing for Free Goods Item Category.
Choose Position: and enter Item category: TANN.
Pricing: B Pricing Free goods (100% discount)
2. How did the item category determination take place? Which key did the system use?
Reproduce the assignment of the item category.

Solution 20: Free Goods
____________________________________________________
a) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions → Free
Goods → Determine Item Category for Free Goods Item.
b) The system uses the item usage: FREE for the determination. The assignment uses the
key combination:
Sales Type ZA##
ItCGR (item category group ) NORM
Usage FREE
Higher Level Item category TAN
Result: Item category: TANN

Unit 13
Exercise 21
Sales Workshop: Sales-to-Employee Scenario
Configuring an Employ Cash Sales Process

You want to implement a cash sales process for your employees. Execute the necessary steps
for the process.
Use the SAP back-end system for the customizing part of the exercise. For the application
part - creating master data and testing use the Fiori Launch pad.
1. Set up the new sales document type ZB## with the description MA## Cash Sale. In order
to do so, copy the sales document type BV cash sales.
Ensure that all related table entries are copied.
2. Configure the new document type ZB## so that the shipping condition ZY S4605-rush is
used.
3. Continue with the setup. Make sure that the number assignment should be internal – you
should not be able to assign numbers externally. Configure your sales document type
ZB## accordingly.
4. A wide range of checks and functions can be activated in the sales document type, such as
checking for open contracts or searching for customer material info records. These
checks take place in document processing and therefore affect system performance.
Ensure that all the checks and functions you do not need have been deactivated.
Pay attention to the following:
● Check Credit limit and Credit group
● Enter PO number
● Commitment date
● Notes on quotations, outline agreements and group contracts
● Payment card plan type
5. Please answer the following questions:

Which entry prevents the user from saving incomplete documents?
__________________________________________________
What effect does the entry in the Shipping conditions field have?
__________________________________________________________________________
Which entry causes a delivery to be created automatically when the sales document is
saved?
_________________________________________________________________________

Exercise 21: Sales Workshop: Sales-to-Employee Scenario
Which entries ensure that the current date is used automatically as the requested delivery
date?
__________________________________________________________________________
.
What is the document type for the delivery?
__________________________________________________________________________
6. How is your new sales document type ZB## MA## Cash Sale order going to be invoiced?
Review the setting in customizing.
____________________________
7. Define a new item category in sales and delivery

Create a new item category ZB## by copying the item category BVN.
Use the settings from the original item category.
Your new item category : ZB##.
You new item category description: Cash-##.
8. Make sure that item category ZB## is automatically determined for materials with item
category group NORM in sales document type ZB##.
9. Review the setting for the ZB## item category for deliveries.
Review the settings for the item category ZB## of the delivery.
Picking is not needed because the goods that are bought are already in the employee
shop. Therefore the Relevant for picking field should be deactivated.
10. Maintain a new Order Reason. You want to evaluate the cash sales orders in the future.
Therefore prepare the system and maintain a new order reason.
Maintain a new order reason: 9## with the description Employee Sale ##.
11. Assign your new order reason: 9## to your sales document type ZB##.
12. Set up an Incompleteness Procedure . You want to create your new incompleteness
procedure as copy from reference the sales document type BV.
So you need to find out which incompleteness procedure is used for the sales document
type BV?
13. Copy the incompleteness procedure 11 that controls document type BV.
Create a new procedure with the give key data of the table (A?) below and use as
Description: MA## sales header.
Key <W?> of the new procedure for each participant group:
Group num- Procedure Group num- Procedure Group num- Procedure

ber ber ber
01 WA 11 AK 21 WX
02 WB 12 AL 22 WY
03 WC 13 AM 23 WZ
04 WD 14 AN 24 W1
05 WE 15 WO 25 W2

06 WF 16 WP 26 W3
07 WG 17 WQ 27 W4
08 WH 18 WR 28 W5
09 WI 19 WS 29 W6
10 WJ 20 WT 30 W7
Note: You are going to receive a Dialog box: “Warning, you are not within the customer
name”; please ignore it. You can choose Enter to skip this message.
14. Now change the new incompleteness procedure, you want to:
– no check for the field: Customer Reference - remove the entry.
– ask for the Order Reason and cause a warning message if someone ignores it.
15. Assign your new procedure <A? > to your sales document type ZB##.
Make sure that incomplete documents cannot be saved.
16. Create a Customer Master Record for One-time Customers.

During project planning, it was decided that an individual customer master record is not
needed for each employee. Instead, a collective master record of a one-time customer
account can be used for employee sales. Create a customer master record accordingly.
In the system, the employees have to be maintained as customers so that you can create
sales orders for them.
Note:
Use the Fiori Launch Pad (FLP) for this part of the exercise.
Use the app Customer Master.

Create a new business partner as a Person.
Use the following data for your new employee customer:
Business Partner: MA##
Grouping : Ext.alpha-numeric for CPD BPs (a-z, CPD)
First Name : Max##
Last Name : Mustermann
Street: Albert Einstein
House Number: ##
Postal Code: 691##
City: Walldorf
Country DE (Germany)
Region: BW
Language EN or DE (course language)

Division: 00
Currency: EUR
Company Code: 1010
Reconciliation Account: 12100000
When offered, please select the necessary entries from the entry-help.
On the first screen you could only select one Business Partner role, so add another
necessary Business Partner Role: FLCU00 Business Partner FI Customer.
For the sales areas enter the following information:
Incoterms: EXW (ex works)
Customer Pricing Procedure: S (Sales Standard)
Payment Terms: ZB00 (Pay immediately w/o deduction)
Tax classification: 1
17. Pricing - Create a Condition Record for the Employee Discount. Maintain a master record
for a customer-dependent discount of 15% .
Use the Create Condition app.
Use the condition type: K007 Customer Discount and grant 15 % discount.
Note:
18. Test the Employee Cash Sale Process. Test your settings and run a sale to an employee
process.
Note:
For the order entry, use the app: Create Sales Orders.
As you are using a CPD-Customer: MA## you receive a pop-up window for address.
Change the name and enter Mia## Superwoman, you can keep the given address data.
Create a sale to an employee order and enter the following data:
Order type: ZB##

Division: 00
Sold-to Party: MA##
Cust. Reference: ##CS-01
Material: P605-1##
Quantity: 1
19. Do you receive a warning message for the order reason?

Select your Order Reason: 9## Employee Sale ## .. There should be only one option to
choose from as you have only assigned your order reason 9## Employee Sale ## .
20. What are the intercoms of delivery for the order?

______________________________________________________________
21. What are the terms of payment for the order?

______________________________________________________________
22. Enter the material: P605-1## and 1 as quantity.

What discount did the system find? What amount?
_____________________________________________________________
_____________________________________________________________
23. Which item category did the system find for the items in the sales document?
______________________________________________________________
24. Save the order. Does the system automatically create a delivery?
______________________________________________________________
Note the order and delivery number.
Delivery: ______________________________________________________________
25. What type of delivery has been created?

Delivery Document type : ___________________________________________
26. Execute the necessary steps to process your delivery. Post the goods issue.
______________________________________________________________
27. Before you continue with the employee cash sale process, answer the following questions:
Which document does the billing document refer to? Why? Review the setting in the
Customizing?
______________________________________________________________
______________________________________________________________
28. You want to track your employee cash sale order.

What is the processing status of your MA## Cash Sale order ?
What is the Process Phase?
Process Phase: _____________________

Use the Fiori Launch Pad and start the app Track Sales Orders.
As you know you are going to invoice the order, note your order number for the last
process step.
Order number: _____________________
Navigate back home.
29. Create the billing document for your employee cash sale order.
What is the document type for the billing document?
______________________________________________________________
Note your billing document:
______________________________________________________________
30. Display the billing document and check the accounting document. Which accounts were
used to post the incoming payments?
______________________________________________________________

Unit 13
Solution 21
Sales Workshop: Sales-to-Employee Scenario
Configuring an Employ Cash Sales Process

You want to implement a cash sales process for your employees. Execute the necessary steps
for the process.
Use the SAP back-end system for the customizing part of the exercise. For the application
part - creating master data and testing use the Fiori Launch pad.
1. Set up the new sales document type ZB## with the description MA## Cash Sale. In order
to do so, copy the sales document type BV cash sales.
Ensure that all related table entries are copied.
a) Navigate to the customizing, choose transaction code SPRO.
d) Choose Position and enter the Sales doc. type: BV.
e) Select Sales doc. type BV and choose Copy as.
f) Enter ZB## as Sales doc. type and MA## Cash Sale.as description.
g) Choose Enter.
h) You receive the question about the copying control: Is this entry also relevant for
copying control? choose Yes.
i) Choose Save.
2. Configure the new document type ZB## so that the shipping condition ZY S4605-rush is
used.
a) Set up the new document type. Call it up.
In the SAP Reference IMG. choose: Sales and Distribution → Sales → Sales
c) Choose Position and enter ZB## as Sales doc. type and choose continue.
d) Select your document type ZB##. Choose Details.
e) Change sales document type ZB## and enter

Shipping condition field: ZY S4605-rush.
f) Choose Save, stay on the screen.

Solution 21: Sales Workshop: Sales-to-Employee Scenario
3. Continue with the setup. Make sure that the number assignment should be internal – you
should not be able to assign numbers externally. Configure your sales document type
ZB## accordingly.
a) Delete any enter in the No. range ext. assg. field (Number range in the case of external
number assignment).
b) Choose Save. Stay on this screen and continue with the next step.
4. A wide range of checks and functions can be activated in the sales document type, such as
checking for open contracts or searching for customer material info records. These
checks take place in document processing and therefore affect system performance.
Ensure that all the checks and functions you do not need have been deactivated.
Pay attention to the following:
● Enter PO number
● Commitment date
● Notes on quotations, outline agreements and group contracts
a) You should be in the view: Change View "Maintain Sales Order Types Details" .
b) Check the following settings and deactivate the following checks:
● Enter PO number
● Commitment date
● Quotation Messages
● Outline Agrmt Mess (Outline Agreement Message).
● Message: Mast. cont. (Master Contract)
c) Choose Save and Exit and return to main screen Display IMG .
5. Please answer the following questions:

Which entry prevents the user from saving incomplete documents?
__________________________________________________
The "Incomplet. messages" field is activated.
What effect does the entry in the Shipping conditions field have?
__________________________________________________________________________
The shipping point is determined in the sales document from the shipping condition, the
delivering plant, and the loading group of the material (see F1 Help for the field).
Which entry causes a delivery to be created automatically when the sales document is
saved?
_________________________________________________________________________

The Immediate delivery field is Activated by entry: X: Generate delivery

immediately if quantity is confirmed for today.
Which entries ensure that the current date is used automatically as the requested delivery
date?
__________________________________________________________________________
The field Lead time in days has got no entry which indicates to use today’s date and
the field Propose deliv. date is selected. .
What is the document type for the delivery?
__________________________________________________________________________
Information screen: Shipping: Delivery type BV.
6. How is your new sales document type ZB## MA## Cash Sale order going to be invoiced?
Review the setting in customizing.
____________________________
a) Review the setting.
In the SAP Reference IMG. choose: Sales and Distribution → Sales → Sales
b) Choose Position and enter Sales doc. type ZB##.
c) Select your document type ZB##. Choose Details.
d) Navigate to the billing information.

You find an entry for the order-related billing type: BV.
e) Choose Save and Exit until you are back on the main screen Display IMG again.
7. Define a new item category in sales and delivery

Create a new item category ZB## by copying the item category BVN.
Use the settings from the original item category.
Your new item category : ZB##.
You new item category description: Cash-##.
a) In the SAP Reference IMG choose: → Sales and Distribution → Sales → Sales
b) Choose Position and enter the Item category BVN.
c) Select Item category BVN and Copy As.
d) Enter ZB## as item category and Cash-##.as description.
e) Choose Copy.
f) You receive the question about the copying control: Is this entry also relevant for
g) Choose Save, confirm any messages and choose Exit.
8. Make sure that item category ZB## is automatically determined for materials with item
category group NORM in sales document type ZB##.

a) In the SAP Reference IMG , choose : Sales and Distribution → Sales → Sales
Documents → Sales Document Item → Assign Item Categories.
b) Choose Position: and enter the following data:

Sales doc. type: ZB##
Item category group: NORM
Item usage: blank
ItemCat-HgLvItm: blank
c) Change the Default item category:, overwrite BVN and enter ZB## instead.
9. Review the setting for the ZB## item category for deliveries.
Review the settings for the item category ZB## of the delivery.
Picking is not needed because the goods that are bought are already in the employee
shop. Therefore the Relevant for picking field should be deactivated.
a) In the SAP Reference IMG choose: Logistics Execution → Shipping → Deliveries →
Define Delivery Item Categories .
b) Choose Position and enter ZB## as item category .
c) Select your new item category: ZB##.
d) Choose Details.
e) Review the setting for picking.

The field: Relevant for picking should be deactivated.
f) Choose Save and Exit until you are back on the main screen Display IMG again.
10. Maintain a new Order Reason. You want to evaluate the cash sales orders in the future.
Therefore prepare the system and maintain a new order reason.
Maintain a new order reason: 9## with the description Employee Sale ##.
a) In the SAP Reference IMG choose : Sales and Distribution → Sales → Sales
Documents → Sales Document Header → Define Order Reasons.
c) Enter Order Reason: 9## and Description : Employee Sale ##.
d) Choose Save and Exit , until you are back on the main screen Display IMG again.
11. Assign your new order reason: 9## to your sales document type ZB##.
a) In the SAP Reference IMG, choose : Sales and Distribution → Sales → Sales
Documents → Sales Document Header → Assign Sales Document Types and Sales
Organizations to Order Reasons.
c) Enter ZB## in the field SaTy (sales document type): and enter 9## in the field OrdRs
(Order Reasons ) .

d) Choose Save and Exit until you are back on the main screen Display IMG again.
12. Set up an Incompleteness Procedure . You want to create your new incompleteness
procedure as copy from reference the sales document type BV.
So you need to find out which incompleteness procedure is used for the sales document
type BV?
a) In the SAP Reference IMG, choose: Sales and Distribution → Basic Functions → Log
of Incomplete Items → Assign Incompleteness Procedures.
b) Choose Assign procedures to the sales document types.
c) Choose Position and enter Sales doc. type BV.

The incompleteness procedure 11 is assigned to the Sales doc. type: BV and the Dialog
message for incompletion got activated.
The dialog message for incompletion indicates whether you can save an incomplete
sales document.
d) Choose Exit and Cancel, so at the end you are back on the Display IMG screen again.
13. Copy the incompleteness procedure 11 that controls document type BV.
Create a new procedure with the give key data of the table (A?) below and use as
Description: MA## sales header.
Key <W?> of the new procedure for each participant group:
Group num- Procedure Group num- Procedure Group num- Procedure

ber ber ber
01 WA 11 AK 21 WX
02 WB 12 AL 22 WY
03 WC 13 AM 23 WZ
04 WD 14 AN 24 W1
05 WE 15 WO 25 W2
06 WF 16 WP 26 W3
07 WG 17 WQ 27 W4
08 WH 18 WR 28 W5
09 WI 19 WS 29 W6
10 WJ 20 WT 30 W7
name”; please ignore it. You can choose Enter to skip this message.
a) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions → Log of
Incomplete Items.
b) Choose Define Incompleteness Procedure.
c) Select Group A.
d) In the Dialog Structure: double-click Procedures.

e) Optional step - only necessary if your are not in the Change mode, choose Display
→ Change.
f) Select procedure 11.
g) Choose Copy as .
h) Enter the given data:

Key: W? (see the table for the exercise )
Description: MA## Sales
i) Choose Enter to confirm your entry.

name-space”; please ignore it. You can choose Enter to skip this message.
j) You receive a dialog box for the copying control.

Choose Copy all to confirm it.
k) Choose Save and continue with the next step.
14. Now change the new incompleteness procedure, you want to:
– no check for the field: Customer Reference - remove the entry.
– ask for the Order Reason and cause a warning message if someone ignores it.
a) Select your new procedure.
b) In the Dialog structure: tree double-click Fields.
c) Select the line with the Customer Reference field and choose Delete.
d) Choose Save.
e) Choose New Entries.
f) Enter the requested field information:
Table VBAK
Fld name AUGRU
Scr. KKAU
Status 01
Warning select
g) Choose Save.
h) Choose Exit.
15. Assign your new procedure <A? > to your sales document type ZB##.

Make sure that incomplete documents cannot be saved.

a) In the SAP Reference IMG. choose: Sales and Distribution → Basic Functions → Log of
c) Choose Position and enter Sales doc. type ZB##.
d) Assign your new procedure Proc.: < A? >.
e) Choose Save. and Exit until you are back on the main screen Display IMG again
16. Create a Customer Master Record for One-time Customers.

During project planning, it was decided that an individual customer master record is not
needed for each employee. Instead, a collective master record of a one-time customer
account can be used for employee sales. Create a customer master record accordingly.
In the system, the employees have to be maintained as customers so that you can create
sales orders for them.
Note:
Use the app Customer Master.

Create a new business partner as a Person.
Use the following data for your new employee customer:
Business Partner: MA##
Grouping : Ext.alpha-numeric for CPD BPs (a-z, CPD)
First Name : Max##
Last Name : Mustermann
Street: Albert Einstein
House Number: ##
Postal Code: 691##
City: Walldorf
Country DE (Germany)
Region: BW
Language EN or DE (course language)
Division: 00
Currency: EUR
Company Code: 1010

Reconciliation Account: 12100000
When offered, please select the necessary entries from the entry-help.
On the first screen you could only select one Business Partner role, so add another
necessary Business Partner Role: FLCU00 Business Partner FI Customer.
For the sales areas enter the following information:
a) Start the Fiori Launch Pad (FLP).
b) Navigate to the tile group Master Data and choose the app: Customer Master.
c) Choose Create Person.

Please make sure that you select the necessary entries when offered by the entry-help
and do not miss a field.
e) After the data entry, choose OK.
f) Navigate to Roles and choose Create.
g) Enter the Business Partner Role: FLCU00 Business Partner FI Customer.
h) Choose Sales Areas.
i) Select the line for the sales area 1010/10/00 and choose > at the end of line.
j) Within the Sales Areas, enter the given data:

k) Choose Apply.
l) Choose Save.
m) After saving, choose Home.

17. Pricing - Create a Condition Record for the Employee Discount. Maintain a master record
for a customer-dependent discount of 15% .
Use the Create Condition app.
Use the condition type: K007 Customer Discount and grant 15 % discount.
Note:
a) Navigate to the tile group: Master Data and choose the app Create Condition.
b) Enter the condition type: K007.
c) Choose Enter.
d) In the Create Customer Discount Condition (K007) : Fast Entry view, enter the following
data:

Customer: MA##
Amount: 15
e) Choose Save and Exit until you are back on the home screen again.
18. Test the Employee Cash Sale Process. Test your settings and run a sale to an employee
process.
Note:
For the order entry, use the app: Create Sales Orders.
As you are using a CPD-Customer: MA## you receive a pop-up window for address.
Change the name and enter Mia## Superwoman, you can keep the given address data.
Create a sale to an employee order and enter the following data:
Order type: ZB##
Division: 00
Sold-to Party: MA##
Cust. Reference: ##CS-01
Material: P605-1##

Quantity: 1
a) Navigate to the tile group: Sales Orders and choose the app Create Sales Orders.
b) Create the order, enter the given data.
c) Enter MA## as sold-to party and confirm your entry with Enter.
As soon as you enter the sold-to party: MA## you receive pop-up window for address.
In the Name* field, enter Mia## Superwoman, you can keep the address unchanged if
you like.
choose Apply entry.
19. Do you receive a warning message for the order reason?

Select your Order Reason: 9## Employee Sale ## .. There should be only one option to
choose from as you have only assigned your order reason 9## Employee Sale ## .
a) Yes, confirm warning message and enter your Order Reason: 9## Employee Sale ##.
20. What are the intercoms of delivery for the order?

______________________________________________________________
a) On the Sales tab, you find the Incoterms: EXW - Hamburg (from customer master
record).
21. What are the terms of payment for the order?

______________________________________________________________
a) On the tab: Sales , you find ZB00 (from customer master record).
22. Enter the material: P605-1## and 1 as quantity.

What discount did the system find? What amount?
_____________________________________________________________
_____________________________________________________________
a) Select your item.
b) Choose Item Condition.
You find the condition type K007: -15% customer discount.
c) Choose Back.
23. Which item category did the system find for the items in the sales document?
______________________________________________________________
a) The system has determined your Item category: ZB##.
24. Save the order. Does the system automatically create a delivery?
______________________________________________________________
Delivery: ______________________________________________________________
a) Choose Save.

b) Yes.
Your receive the message in the status bar:
MA## Cash Sale #### has been saved (delivery #### created)
Delivery: ______________________________________________________________
25. What type of delivery has been created?

Delivery Document type : ___________________________________________
a) In the view: Create MA## Cash Sales ###: Overview , choose Display.
b) In the view: Display MA## Cash Sales ###: Overview , choose Display Document Flow.
c) The delivery type is Cash Sales.
d) Choose Exit and Home.
26. Execute the necessary steps to process your delivery. Post the goods issue.
______________________________________________________________
a) Navigate to the tile group Delivery and choose the app Change Outbound Delivery.
b) Enter your <delivery number> and stay on the Change Outbound Delivery screen.
c) Choose Post Goods Issue.

If you cannot see the button Post Goods Issue, enhance your screen to full size.
27. Before you continue with the employee cash sale process, answer the following questions:
Which document does the billing document refer to? Why? Review the setting in the
Customizing?
______________________________________________________________
______________________________________________________________
a) You have to invoice the order ZB## because the item category ZB## is set up for
order-related billing.
b) Review the setting. Navigate to the back-end system and navigate to the customizing,
choose transaction code SPRO.
c) In the SAP Reference IMG, choose: Sales and Distribution → Sales → Sales
d) Choose Position and enter the Item category: ZB##.
e) Select Item category ZB##.
f) Review the setting Billing Relevance: B.

B Relevant for order-related billing - status acc. to order qty.
28. You want to track your employee cash sale order.

What is the processing status of your MA## Cash Sale order ?
What is the Process Phase?
Process Phase: _____________________
Use the Fiori Launch Pad and start the app Track Sales Orders.

As you know you are going to invoice the order, note your order number for the last
process step.
Order number: _____________________
Navigate back home.
a) Start the Fiori Launch Pad.
b) Navigate to the tile group: Reports and choose the app Track Sales Orders.
c) Open the Search fields, choose Expand Header
d) Enter your order number or search for it. For the search enter MA## as Sold-to Party
and choose Go.
e) The order is in the Process Phase: Delivery Processing. The invoice has not been
created yet.
f) Choose Home.
29. Create the billing document for your employee cash sale order.
What is the document type for the billing document?
______________________________________________________________
Note your billing document:
______________________________________________________________
a) Navigate to the Billing tile group. Choose the Create Billing Documents app.
b) Enter your MA## Cash Sale order number.
c) Choose Execute.
Billing type: BV Cash Sales.
d) Choose Save.
e) Note your billing document:

You find it in the status message:
Document 9xxxxxxx has been saved.
______________________________________________________________
30. Display the billing document and check the accounting document. Which accounts were
used to post the incoming payments?
______________________________________________________________
a) Within the Create Billing Document view, choose Display.
If you have left the Create Billing Document view, use the Manage Billing Documents
app and search for it. To do so, enter MA## in the search field and choose Go. Then
select the hyperlink of your document and choose Display Billing Document.
b) Choose Accounting.
c) Select Accounting document and choose Display document.

The account for incoming payments got posted to Account Number: 10010000 Petty
Cash.
d) Close the app and choose Home.

Unit 13
Exercise 22
Sales Workshop: Bill of Material Scenario
Bill Of Materials
Create and save a new a bike package in your system as a single-level bill of material.
Note:
Please use the SAP back-end system for this exercise.
1. To avoid interference with the previous exercise please delete the incompleteness
procedure which is assigned to your order type: ZA##.
2. Create a BOM for the Sigma-Bike ## (material P605-8## ).
Material: P605-8##
Plant: 1010 Hamburg
Usage: 5
Sales and distribution valid from: today
3. Enter the following BOM items with the BOM item category L (stock item):
Item 10: P605-U## 1 PC
Item 20: P605-X## 1 PC
Item 30: P605-Y## 1 PC
Item 40: P605-Z## 1 PC
4. Check whether the items in the BOM are relevant to sales documents.
How is this achieved?
______________________________________________
______________________________________________
5. Which item category groups are assigned to the materials in the BOM for sales
organization 1010 and distribution channel 10 in the material master?
P605-8##:
P605-X##:
P605-Y##:
P605-U##:

P605-Z##:
6. Test your BOM explosion in an order.

Create the order and use the following data:
Order type: ZA##
Division: 00
Sold-to Party: C605-C## (Alva-Bikes ##)
Cust. Reference: ##BOM-01
Material: P605-8##
Quantity: 1

____________________________________________________
7. What item categories are automatically chosen by the system for the main and sub-items?
Main item:
Sub-items:
8. At what level does pricing take place?

______________________________________________________________
Where is this controlled in Customizing?
______________________________________________________________
______________________________________________________________
9. Which items will appear in the billing document and why? Why / why not?
______________________________________________________________
______________________________________________________________
10. Which schedule line categories does the system find for the main and sub-items?
Main item:
Subitems:
11. Change the configuration of the BOM explosion for your Trade-Fair##- Order .
Change the sales document type ZA## so you are using for processing the deliveries the
delivery type LF and for invoicing you use the billing document type F2
Check whether the correct default values have been activated in your sales document
type ZA## and, if necessary, change any settings.

Exercise 22: Sales Workshop: Bill of Material Scenario
Delivery type:
Order-related billing document type
Delivery-related billing document type:
12. The items in the sales document should be numbered in 100s. When you explode a BOM,
the sub-items should be numbered in 10s. Configure your sales document type
accordingly.
Item no. increment:
Sub-item increment:
13. Configure the Item Category so that you meet the requirements for the BOM explosion.
You use the settings already defined in Customizing for the SAP standard system for your
BOM settings. You therefore copy the item categories from the standard system.
You want the following to take place in your BOMs:
– Pricing should be calculated for the whole package.
– The delivery note should contain all items in the package.
– The invoice should contain the main item and its components with the quantities that
were actually delivered.
– The whole BOM should be exploded in the sales document.
The settings that you configure in the main item are valid for the whole package.
Create a new item category ZH## with description Package##-MainItem by copying item
category TAQ.
Your new item category is: ZH##.
You new item category description: Package##-Main.
14. The item category ZH## should be customized to meet the following requirements;
Pricing should be performed, the item is relevant for billing and it should allow schedule
lines.
Further more it explode bill of material (single-level) and the cost should not be
determined.
Check and change your item category ZH## accordingly . Set the fields: Pricing, Relevant
for billing, Schedule lines allowed, Determine cost fields and Structure scope as well as
Application.
Pricing:
Billing relevance:
Schedule lines allowed:
Determine cost:
Structure scope:
Application:

15. The settings at the sub-item level control all the tasks you want to implement separately for
each item.
Create a new item category by copying the item category TAE. For your new item category
use ZU## and Package##-Sub as description .
16. The item category ZU## should be customized to meet the following requirements;
Pricing is not required but the value of the sub-item should be displayed as the cost and no
entry in the field: Statistical Values.
If necessary, change the item category ZU## to meet your needs.
Also, the item is relevant for billing and it should be sent with the delivery.
Note the following fields Pricing, Relevant for billing, Schedule lines allowed, Determine
cost, Structure scope and Application.
Pricing:
Billing relevance:
Determine cost fields:
Statistical Value:
Structure scope:
Application:
17. If you want to sell the bike parts separately, there should be a separate item category in
the sales document.
Therefore create a new item category: ZN## with Description: Bike parts## by copying
TAN.
Your new item category: ZN##.
You new item category description: Bike parts##.
18. The item category ZN## should be customized to meet the following requirements:
- Pricing should be performed
- The item is relevant for billing and
- It should be sent with the delivery,
- It should determine for weight/volume
- The cost of the material delivered should be determined
If necessary, change item category ZN## to meet the requirements.
Note the Pricing, Relevant for billing, Schedule lines allowed, Structure scope, and
Application fields:
Pricing:
Billing relevance:
Structure scope:

Application:
19. Configure your own Item Category Group.

Define the new item category group Z0## with description: MTPOS Group## .
20. Change the item category group of your BOM product P605-8## to Z0## use the
organization level data: Plant: 1010 / Sales Org.: 1010 / Distr. Channel: 10.
21. Configure the Item Category Determination accordingly so the new item categories should
be used in the sales document type ZA##.
Your new item category ZH## should automatically be determined when you use your
sales document type ZA## and your new item category group Z0##. Configure the
settings so that the system finds the new item category ZH## Package##-Main for the
main item of the BOM.
22. Configure the settings so that the system finds the new item category ZU## Package##-
SI for the sub-items in the BOM. Note that your sub-items have the item category group
NORM and that they should be found together with the main item ZH##.
23. Configure the settings so that when you sell individual bike parts, the system finds the new
item category ZN## Bike parts## and no other alternatives are possible. You may have to
change or overwrite an existing assignment.
24. Schedule Line Category Configuration, maintain the schedule line category
determination .
The two schedule line categories ZH S4605-Mainitem and ZU S4605-Subitem have been
created in the training system for this workshop part. The schedule line categories ZH and
ZU have already been configured to ensure that they work correctly for this workshop
section. Please do not change them.
25. Which setting in the schedule line category ensures that a delivery item is created from
the schedule line?
______________________________________________________________________________
26. Which setting in the schedule line category ensures that goods issue is posted to
inventory management?
______________________________________________________________________________
27. Schedule line category ZH S4605-Mainitem was created to control the main item. How are
the following fields defined in Customizing?
Item rel. f. dlv:
Movement type:
Reg./Assembly (Transfer of requirements ):
Availability check:
28. Schedule line category ZU S4605-Subitem has been created to control the sub-items.
How are the following fields defined in Customizing?
Item relevant for delivery:
Movement type:


Availability check:
29. If an order is placed for a bike, you want purchase requisition creation to take place
automatically for the components.
All the necessary information is contained in the schedule lines in the sales order.
Important control parameters were already determined for purchase requisition creation
when you defined the schedule line category in the sales order. How are the following
entries for the schedule line category ZU defined for the sub-items of the bill of material:
Order type (Purchase):

P.req.del.sched:
Item category:
Acct. Assgmt cat.:
30. Set up the Schedule Line Assignment.

Which MRP type was assigned to each material in the BOM for plant 1010 in the material
master record?
P605-8##:
P605-U##:
P605-X##:
P605-Y##:
P605-Z##:
31. Configure your settings to ensure that the system finds the schedule line category ZH
S4605-Mainitem for your main item ZH## of the bill of material. You may have to change
or overwrite an existing assignment.
32. Configure your settings to ensure that the system determines the schedule line category
ZU S4605-Subitem for your item category ZU## .
33. Configure the settings to ensure that the system finds the schedule line category ZU
S4605-Subitem for items in item category ZN## . As already determined, the bike parts
have the MRP type PD.
34. Set up the Item Category in the Delivery.

In the delivery, the bike comprises the ordered components. You therefore decide to carry
out picking at component level.
Make sure the components in the BOM need to be picked. To do this, configure the
delivery item category ZU## in the same way as the delivery item category TAN. The
automatic batch determination should be deactivated in the delivery item category ZU## .
Do not make any changes for the delivery item category TAN
35. Configure item category ZH##, ensure ZH## is not picked.

36. How does delivery item category ZN## respond with regard to picking? I It should be set
in same way as the delivery item category TAN. Check and, if necessary, change the
settings.
37. Test your configuration. .

Create the order in the back end system with the following data:
Order type: ZA##
Division: 00
Sold-to Party: C605-C##
Req. deliv. date: In two weeks time

Material: P605-8##
Quantity: 1
________________________________________________
38. Which item numbers does the system give the Bill of Material?
1. Item:
2. Item:
3. Item:
4. Item:
5. Item:
39. Does the system automatically use your item categories for the main and sub-items?
Main item:
Subitems:
40. Does the system automatically use your schedule line categories?
Schedule line category for main item:
Scheduling category for sub-items:
41. Your customer Alva-Bikes ## informs you that he wants to add another item to the last
order. Change your last order of customer C605-C## and enter another item with two
pieces of material P605-Y## . What is the item number of this item?
42. Which item and schedule line categories does the system use for the new item?

Item category:
Schedule line category:
43. Did the system calculate a price for this material? Why / why not?
______________________________________________
44. You can call the purchase requisition directly from the sales document. Navigate from the
order to the purchase requisition.
45. Create an outbound delivery for this order.

Use 1010 as the shipping point and <current date + 14 days> as the selection date.
Does the system explode the BOM in the delivery note?
______________________________________
46. Within the delivery do the pick the entire quantity of each item and then post the goods
issue.
Why can you not do the picking for the first item?
Note the deliver document number. Delivery:
_______________________________________________
47. Invoice the delivery. Create the billing document. Why do you have to invoice your
delivery?
Does the system explode the BOM in the billing document?
_______________________________________________
48. Do the costs appear in the billing document?

Depending on how you have configured your settings, the costs (= Internal price ) should
appear on the conditions tab of the respective item. You the find the condition type: VPRS
(= Internal price ). Pricing should be displayed for the main item but no cost should be
determined. Pricing should not be performed for the sub-items but the item cost should
be displayed.
Main item:
Sub-item:

Unit 13
Solution 22
Sales Workshop: Bill of Material Scenario
Bill Of Materials
Create and save a new a bike package in your system as a single-level bill of material.
Note:
1. To avoid interference with the previous exercise please delete the incompleteness
procedure which is assigned to your order type: ZA##.
a) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions → Log of
c) Choose Position and enter Sales doc. type ZA##.
d) Delete the assignment of the completion procedure, delete the entry in the field: Proc.
(procedure).
e) Choose Save.
f) Choose Exit.
2. Create a BOM for the Sigma-Bike ## (material P605-8## ).
Material: P605-8##
Plant: 1010 Hamburg
Usage: 5
Sales and distribution valid from: today
Products → Bills of Material → Bill of Material → Material BOM → CS01 Create.
b) Enter the given data and continue with the next step.
3. Enter the following BOM items with the BOM item category L (stock item):
Item 10: P605-U## 1 PC
Item 20: P605-X## 1 PC
Item 30: P605-Y## 1 PC
Item 40: P605-Z## 1 PC

a) See task.
b) Choose Saveand Exit at the end.
4. Check whether the items in the BOM are relevant to sales documents.
How is this achieved?
______________________________________________
______________________________________________
Products → Bills of Material → Bill of Material → Material BOM → CS02 Change.
b) If necessary, enter your material P605-8## , Plant:1010 and BOM Usage: 5, choose
Enter .
c) Select all four sub-items.
d) Choose Goto → Item.
e) Navigate to the tab: Status/long text . Take a look at the field: Relevant for sales .
The item has been set to the "relevant to sales" status. When you create a BOM, this
status is automatically activated because the BOM has been created as a Sales and
Distribution BOM. (Usage indicator: 5 Sales and distribution)
f) Choose Exit.
5. Which item category groups are assigned to the materials in the BOM for sales
organization 1010 and distribution channel 10 in the material master?
P605-8##:
P605-X##:
P605-Y##:
P605-U##:
P605-Z##:
a) In the SAP Menu choose: Logistics → Sales and Distribution → Master Data
→ Products → Materials → Trading Goods → MM03 Display.
b) Enter the Material: P605-8## and choose Enter.
c) Select the view Sales: SalesOrgData 2 and choose Enter.
d) Enter the mentioned material(s) and the given organizational levels.

Plant: 1010
Sales Org: 1010 Hamburg
e) On Sales: sales org. 2 tab, take a look at the field: Item category group .
f) Do so for every material and note its item category group.

Solution 22: Sales Workshop: Bill of Material Scenario
g) Finally, for your material you find the following information:

P605-8##: ERLA
P605-X##: NORM
P605-Y##: NORM
P605-U##: NORM
P605-Z##: NORM
6. Test your BOM explosion in an order.

Create the order and use the following data:
Order type: ZA##
Division: 00
Sold-to Party: C605-C## (Alva-Bikes ##)
Material: P605-8##
Quantity: 1

____________________________________________________
VA01 Create.
b) To create the order, enter the data and save it.
c) Yes, the BOM did explode.
7. What item categories are automatically chosen by the system for the main and sub-items?
Main item:
Sub-items:
VA02 Change.
b) Enter the order number and choose Item overview.
c) You find the following item categories:

Main item: TAQ
Sub-items: TAE
8. At what level does pricing take place?

______________________________________________________________
Where is this controlled in Customizing?
______________________________________________________________
______________________________________________________________
a) Within your Order, select the first item and choose Item Conditions.
The pricing takes place on the Main item level.
b) Navigate to the customizing, choose transaction code SPRO.
c) In the SAP Reference IMG choose: Sales and Distribution → Sales → Sales
d) Choose Position and enter Item category TAQ and choose Continue.
e) Select the item category TAQ and choose Details.
f) Proceed in a likewise as for item category TAE.

You find:
– TAQ is relevant for pricing.

– TAE is not relevant for pricing.
9. Which items will appear in the billing document and why? Why / why not?
______________________________________________________________
______________________________________________________________
b) Choose Position and enter Item category TAQ and choose continue.
c) Select the item category TAQ and choose Details.
d) Proceed in a similar manner as for item category TAE.

Only the main item.
Only item category TAQ is relevant to billing.
10. Which schedule line categories does the system find for the main and sub-items?
Main item:
Subitems:
VA02 Change.
b) Enter the order number and choose Item overview.
c) Select items and take a look at the schedule lines for each item. Choose Schedule
lines for item.
You find the schedule lines

Main item: CN
Subitems: CT
d) Finally, choose Save.
11. Change the configuration of the BOM explosion for your Trade-Fair##- Order .
Change the sales document type ZA## so you are using for processing the deliveries the
delivery type LF and for invoicing you use the billing document type F2
Check whether the correct default values have been activated in your sales document
type ZA## and, if necessary, change any settings.
Delivery type:
Order-related billing document type
Delivery-related billing document type:
b) Choose Position and enter Sales doc. type ZA## and choose continue.
c) Select your document type ZA## and choose Details.
d) Check the settings and if the necessary change it:

Delivery type: LF
Order-related billing document type F2
Delivery-related billing document type: F2
e) Choose Save and continue with the next step.
12. The items in the sales document should be numbered in 100s. When you explode a BOM,
the sub-items should be numbered in 10s. Configure your sales document type
accordingly.
Item no. increment:
Sub-item increment:
a) Within your document type ZA## check the settings and if the necessary change it:
Item no. increment: 100

Sub-item no. increment: 10
b) Choose Save and Exit.
13. Configure the Item Category so that you meet the requirements for the BOM explosion.
You use the settings already defined in Customizing for the SAP standard system for your
BOM settings. You therefore copy the item categories from the standard system.
You want the following to take place in your BOMs:

– Pricing should be calculated for the whole package.

– The delivery note should contain all items in the package.
– The invoice should contain the main item and its components with the quantities that
were actually delivered.
– The whole BOM should be exploded in the sales document.
The settings that you configure in the main item are valid for the whole package.
Create a new item category ZH## with description Package##-MainItem by copying item
category TAQ.
Your new item category is: ZH##.
You new item category description: Package##-Main.
b) Choose Position and enter the Item category TAQ.
c) Select Item category TAQ and Copy As.
d) Specify your target entries, enter as item category: ZH## and as Description:
Package##-Main.
e) Choose Enter
g) Choose Save. and continue with the next step.
14. The item category ZH## should be customized to meet the following requirements;
Pricing should be performed, the item is relevant for billing and it should allow schedule
lines.
Further more it explode bill of material (single-level) and the cost should not be
determined.
Check and change your item category ZH## accordingly . Set the fields: Pricing, Relevant
for billing, Schedule lines allowed, Determine cost fields and Structure scope as well as
Application.
Pricing:
Billing relevance:
Determine cost:
Structure scope:
Application:
a) If you have left the customizing of the item category, call it up again. You should be in
Define Item Categories, call up the Item category ZH## and choose Details.

b) In the item category details of your item category ZH## check the relevant fields and
make the necessary changes.
c) Set the following fields accordingly:

Pricing: X Pricing standard
Billing relevance: A Delivery-related billing document
Schedule lines allowed: activated
Determine cost: deactivated
Structure scope: A Explode single-level bill of material
Application: SD01 Sales and Distribution
15. The settings at the sub-item level control all the tasks you want to implement separately for
each item.
Create a new item category by copying the item category TAE. For your new item category
use ZU## and Package##-Sub as description .
b) Choose Position and enter the Item category TAE.
c) Select Item category TAE and Copy As.
d) Specify your target entries, enter as item category: ZU## and as Description:
Package##-Sub.
e) Choose Enter.
g) Choose Save and continue with the next step.
16. The item category ZU## should be customized to meet the following requirements;
Pricing is not required but the value of the sub-item should be displayed as the cost and no
entry in the field: Statistical Values.
If necessary, change the item category ZU## to meet your needs.
Also, the item is relevant for billing and it should be sent with the delivery.
Note the following fields Pricing, Relevant for billing, Schedule lines allowed, Determine
cost, Structure scope and Application.
Pricing:
Billing relevance:
Statistical Value:

Structure scope:
Application:
a) In the item category details of your item category ZU## check the relevant fields and
make the necessary changes.
Set the following fields accordingly:
Pricing: blank No pricing
Billing relevance: A Delivery-related billing
Determine cost fields: activated
Statistical Value: blank (delete any entry)
Structure scope: blank (do not explode bill of material
structure)
Application: blank
b) Choose Save and Exit.
17. If you want to sell the bike parts separately, there should be a separate item category in
the sales document.
Therefore create a new item category: ZN## with Description: Bike parts## by copying
TAN.
Your new item category: ZN##.
You new item category description: Bike parts##.
b) Choose Position and enter the Item category TAN.
c) Select Item category TAN and Copy As.
d) Specify your target entries, enter ZN## as item category: and Bike parts ## as
Description.
e) Choose Enter.
copying control?chooseYes .
g) Choose Save and continue with the next step.
18. The item category ZN## should be customized to meet the following requirements:
- Pricing should be performed
- The item is relevant for billing and
- It should be sent with the delivery,
- It should determine for weight/volume
- The cost of the material delivered should be determined

If necessary, change item category ZN## to meet the requirements.

Note the Pricing, Relevant for billing, Schedule lines allowed, Structure scope, and
Application fields:
Pricing:
Billing relevance:
Structure scope:
Application:
a) In the item category details of your item category ZN## check the relevant fields and
make the necessary changes. .
b) Set the following fields accordingly:

Pricing: X Pricing standard
Billing relevance: A Delivery-related billing
Determine cost fields: activated
Structure scope: blank Do not explode bill of material struc-
ture
Application: blank
All the other fields should remain as they are, do not change them.
c) Choose Save and Exit.
19. Configure your own Item Category Group.

Define the new item category group Z0## with description: MTPOS Group## .
a) In the SAP Reference IMG choose: Sales and Distribution → Sales → Sales Documents
→ Sales Document Item → Define Item Category Groups.
d) Enter in the field item category group ItCGr: Z0## and in the field Description: MTPOS
Group## .
20. Change the item category group of your BOM product P605-8## to Z0## use the
organization level data: Plant: 1010 / Sales Org.: 1010 / Distr. Channel: 10.
a) In the SAP menu choose: Logistics → Sales and Distribution → Master Data →
b) Enter the Material: P605-8## and choose Enter.

c) Select the view: Sales: SalesOrgData 2 and choose Enter.
d) Enter material P605-8## and the following organizational levels:
Plant: 1010
Sales Org: 1010 Hamburg
e) On the tab: Sales: sales org. 2 change the field: Item category group to Z0## .
21. Configure the Item Category Determination accordingly so the new item categories should
be used in the sales document type ZA##.
Your new item category ZH## should automatically be determined when you use your
sales document type ZA## and your new item category group Z0##. Configure the
settings so that the system finds the new item category ZH## Package##-Main for the
main item of the BOM.
a) In the SAP Reference IMG choose :Sales and Distribution → Sales → Sales Documents
→ Sales Document Item → Assign Item Categories
b) Choose New Entries and make the necessary setting.

Sales Doc. Type: ZA##
Item category group: Z0##
Item usage: blank
ItemCat-HgLvtIm: blank
(default) Item category: ZH##
22. Configure the settings so that the system finds the new item category ZU## Package##-
SI for the sub-items in the BOM. Note that your sub-items have the item category group
NORM and that they should be found together with the main item ZH##.
Documents → Sales Document Item → Assign Item Categories
b) Choose New Entries and make the necessary setting.

Item usage: blank
ItemCat-HgLvItm: ZH##
Default Item category: ZU##

23. Configure the settings so that when you sell individual bike parts, the system finds the new
item category ZN## Bike parts## and no other alternatives are possible. You may have to
change or overwrite an existing assignment.
a) In the SAP Reference IMG choose: Sales and Distribution → Sales → Sales Documents
→ Sales Document Item → Assign Item Categories.
b) Choose Position and enter the data:

Item usage: blank

ItemCat-HgLvItm: blank
Default Item category: ZN## (overwrite TAN)
Delete all alternative (manual) item categories.
24. Schedule Line Category Configuration, maintain the schedule line category
determination .
The two schedule line categories ZH S4605-Mainitem and ZU S4605-Subitem have been
created in the training system for this workshop part. The schedule line categories ZH and
ZU have already been configured to ensure that they work correctly for this workshop
section. Please do not change them.
Documents → Schedule Lines → Define Schedule Line Categories.
b) Take a look at the schedule line categories ZH and ZU, answer the questions of the next
steps.
c) Do not make any changes, simply choose Exit at the end.
25. Which setting in the schedule line category ensures that a delivery item is created from
the schedule line?
______________________________________________________________________________
a) The "Item relevant for delivery" indicator has to be activated.
26. Which setting in the schedule line category ensures that goods issue is posted to
inventory management?
______________________________________________________________________________
a) The movement type.
27. Schedule line category ZH S4605-Mainitem was created to control the main item. How are
the following fields defined in Customizing?
Item rel. f. dlv:
Movement type:

Availability check:
a) Choose Position and enter the schedule line category mentioned above in the
Sched.line cat. field. Choose continue.
b) Select the Schedule line category ZH and choose Details.
c) Review the settings:

Item relevant for delivery: activated
Movement type: blank
Reg./Assembly (Transfer of require- blank
ments ):
Availability check: blank
d) Do not make any changes. choose Exit at the end.
28. Schedule line category ZU S4605-Subitem has been created to control the sub-items.
How are the following fields defined in Customizing?
Item relevant for delivery:
Movement type:
Availability check:
a) Choose Position and enter in the field Sched.line cat.: ZU and choose Continue.
b) Select the Schedule line category ZU and choose Details.
c) Review the setting

Item relevant for delivery: activated
Movement type: 601
Reg./Assembly (Transfer of require- blank
ments ):
Availability check: blank
d) Do not make any changes. Choose Exit at the end.
29. If an order is placed for a bike, you want purchase requisition creation to take place
automatically for the components.
All the necessary information is contained in the schedule lines in the sales order.
Important control parameters were already determined for purchase requisition creation
when you defined the schedule line category in the sales order. How are the following
entries for the schedule line category ZU defined for the sub-items of the bill of material:
Order type (Purchase):

P.req.del.sched:
Item category:
Acct. Assgmt cat.:
a) Choose Position and enter Sched.line cat. in the ZU field and choose Continue.
b) Select the Schedule line category ZU and choose Details.
c) Review the setting:

Order type (Purchase): NB
P.req.del.sched: activated
Item category: 0 Normal (in purchase requisition)
Account Assgmt Cat. E Customer individual requirements
d) Do not make any changes. Choose Exit at the end.
30. Set up the Schedule Line Assignment.

Which MRP type was assigned to each material in the BOM for plant 1010 in the material
master record?
P605-8##:
P605-U##:
P605-X##:
P605-Y##:
P605-Z##:
Products → Material → Trading Goods → MM03 Display.
b) Enter in the field: Material P605-8## and choose Enter.
c) Select the view MRP1 and choose Enter.
d) Enter the following organizational levels:

Plant: 1010
e) On tab MRP1 review the field: MRP type of each product:

P605-8##: ND
P605-U##: PD
P605-X##: PD
P605-Y##: PD

P605-Z##: PD
f) Do not make any changes. Choose Exit at the end.
31. Configure your settings to ensure that the system finds the schedule line category ZH
S4605-Mainitem for your main item ZH## of the bill of material. You may have to change
or overwrite an existing assignment.
Documents → Schedule Lines → Assign Schedule Line Categories.
b) Choose Position and enter the information.

Item category: ZH## .
MRP type: ND .
Result - assigned Schedule line category: CN .
c) Overwrite Schedule line category: CN with Schedule line category: ZH.
d) Choose Save.
32. Configure your settings to ensure that the system determines the schedule line category
ZU S4605-Subitem for your item category ZU## .

Item category: ZU##
MRP type: PD
There is no entry for MRP type: PD - so according to the determination rule - the
system uses the entry without any MRP type information.
Result - assigned Schedule line category: CT
c) Overwrite Schedule line category: CTwith ZU .

Delete all alternate item categories.
d) Choose Save.
33. Configure the settings to ensure that the system finds the schedule line category ZU
S4605-Subitem for items in item category ZN## . As already determined, the bike parts
have the MRP type PD.

Item category: ZN##
MRP type: PD
Result - assigned Schedule line category: CP and CN.
c) Overwrite Schedule line category: CP with ZU.

Delete all alternate schedule line category.

34. Set up the Item Category in the Delivery.

In the delivery, the bike comprises the ordered components. You therefore decide to carry
out picking at component level.
Make sure the components in the BOM need to be picked. To do this, configure the
delivery item category ZU## in the same way as the delivery item category TAN. The
automatic batch determination should be deactivated in the delivery item category ZU## .
Do not make any changes for the delivery item category TAN
a) In the SAP Reference IMG choose: Logistics Execution → Shipping → Deliveries →
Define Delivery Item Categories .
b) Choose Position and enter the following information:

Item category: ZU##
Check and change the following fields:
Mat. no. 0 allowed: activate
Check quantity 0: A Note about the situation
Check minimum quantity field: A Note about situation
Relevant for picking: activate
StLocation required: activate
Determine StLocation: activate
AutoBatchDeterm.: deactivate
c) Choose Save and continue with the next step.
35. Configure item category ZH##, ensure ZH## is not picked.

a) Choose Position and enter your item category ZH##
b) Select your item category ZH## and choose Details
c) Deactivate the "Relevant for picking" field.
d) Choose Save. and Back and continue with the next step.
36. How does delivery item category ZN## respond with regard to picking? I It should be set
in same way as the delivery item category TAN. Check and, if necessary, change the
settings.
a) Choose Position and enter your item category ZN##
b) Select your item category ZH## and choose Details.

Because item category ZN## was created by copying TAN, you do not need to change
the settings for picking for this delivery item category.
c) Choose Exit.
37. Test your configuration. .

Create the order in the back end system with the following data:
Order type: ZA##

Division: 00
Req. deliv. date: In two weeks time

Material: P605-8##
Quantity: 1
________________________________________________
VA01 Create.
b) Enter the data.
c) Does the system explode the bill of material? Yes
d) Save your order.
38. Which item numbers does the system give the Bill of Material?
1. Item: 100
2. Item: 110
3. Item: 120
4. Item: 130
5. Item: 140
VA02 Change.
b) Enter your order number and choose Sales (sales overview).
c) Numbering result (see task).
39. Does the system automatically use your item categories for the main and sub-items?
Main item: ZH##
Subitems: ZU##
VA02 Change.
40. Does the system automatically use your schedule line categories?
Schedule line category for main item: ZH

Scheduling category for sub-items: ZU
a) Call up the order, in the SAP Menu choose: Logistics → Sales and Distribution → Sales
→ Order → VA02 Change.
c) Within the order select the relevant item and choose Schedule lines.
41. Your customer Alva-Bikes ## informs you that he wants to add another item to the last
order. Change your last order of customer C605-C## and enter another item with two
pieces of material P605-Y## . What is the item number of this item?
a) Choose in SAP Menu: Logistics → Sales and Distribution → Sales → Order → V A02
Change.
c) Add the material: P605-Y## , Quantity: 2 pieces
d) What is the item number of this item?

Number: 200
e) Choose Save.
42. Which item and schedule line categories does the system use for the new item?
Item category:
Schedule line category:
a) Within the order select the relevant item (no 200) and choose Schedule lines
b) In the details you find the information:

Item category: ZN## Bike parts##
Schedule line category: ZU S4605-Subitem
c) Choose Back.
43. Did the system calculate a price for this material? Why / why not?
______________________________________________
a) Within the order select the relevant item (with no 200).
b) Choose Conditions.
Yes. Item category ZN## configured to be relevant for pricing.
c) Choose Back.
44. You can call the purchase requisition directly from the sales document. Navigate from the
order to the purchase requisition.
a) Within the order select the relevant item (no 200) and choose Schedule lines.

b) select the item and choose Procurement.

You are on the Procurement tab and you find the information for external procurement
like the purchase requisition.
c) Choose Back.
45. Create an outbound delivery for this order.

Use 1010 as the shipping point and <current date + 14 days> as the selection date.
Does the system explode the BOM in the delivery note?
______________________________________
Yes
a) In the SAP menu choose: Logistics → Sales and Distribution → Shipping and
Transportation → Outbound Delivery → Create → Single Document → VL01N With
b) Enter shipping point 1010 and Selection Date: <14 days from today>. Confirm your
entry.
c) With in the delivery document all items of the order got delivered.
So you can answer the question: Does the system explode the BOM in the delivery
note?
______________________________________
Yes
46. Within the delivery do the pick the entire quantity of each item and then post the goods
issue.
Why can you not do the picking for the first item?
Note the deliver document number. Delivery:
_______________________________________________
a) Navigate to the tab: Picking.

You cannot do the picking for the first item because you have configured the item
category ZH## to be not relevant for picking.
For all other items enter the picking quantity in the field: Picked Qty . For each item the
picked quantity has to be equal to the delivered quantity.
b) Choose Post Good Issue.
c) Note the deliver document number
47. Invoice the delivery. Create the billing document. Why do you have to invoice your
delivery?
Does the system explode the BOM in the billing document?
_______________________________________________
a) In the SAP Menu choose: Logistics → Sales and Distribution → Billing → Billing
Document → VF01 Create.

b) Automatically the system shows your last <delivery number> because in customizing
you set up all item categories to be relevant for billing with A Delivery-related billing
document. .
Choose Enter and create the billing document.
c) Within the billing document you find all items of the delivery.
You can answer the question: Does the system explode the BOM in the billing
document?
Yes
48. Do the costs appear in the billing document?

Depending on how you have configured your settings, the costs (= Internal price ) should
appear on the conditions tab of the respective item. You the find the condition type: VPRS
(= Internal price ). Pricing should be displayed for the main item but no cost should be
determined. Pricing should not be performed for the sub-items but the item cost should
be displayed.
Main item:
Sub-item:
a) Within the billing document check the pricing for each item, select the relevant item
and choose Item pricing Conditions.
Main item: No
Sub-item: Yes
b) Choose Save.

Unit 13
Exercise 23
Sales Workshop: Material Determination
Scenario
Substitute Material
It is your job to configure the sales and distribution model so that special customers always
receive a new product when they order the old one. All other customers should continue to
receive the old product until stocks run out.
Your bike P605-OLD## is one of the most successful trading goods and therefore, your
company is constantly updating it. Your company introduced the new bike, P605-NEW##.
Note:
1. Create a material master record for the new bike P605-NEW##. Use the previous model
P605-OLD## as a reference.
On the screen: Select View(s) select the requested views and mark the Check Box: Create
views selected.
Select and maintain the following views:
– Basic data 1 and 2
– Sales 1 and 2
– Sales/General plant
– Purchasing
– MRP 1-4
– General Plant Data / Storage 1 and 2
– Accounting 1 and 2
2. Create the material for the following organizational units:
Data for: Organizational levels Copy from

Plant: 1010 1010
Stor. location 101A 101A
Sales Org 1010 1010
Distr. Channel: 10 10
Make sure you refer to the same organizational units for the Copy from fields.

Exercise 23: Sales Workshop: Material Determination Scenario
Choose Continue and confirm your data entry for the organizational levels, continue
with the next step.
3. Copy the data for the selected views, and add or change the following fields:
On Tab page: Field Data entry

-Basic data 1: Material description: NEW-Bike##
-Basic data 1: Gross Weight: 16 KG
-Basic data 1: Net weight: 15
-Sales 2: Pricing ref. material: P605-7##
-MRP 2: Prod. stor. location: 101A
-Accounting 1: Standard price: (Company 120

code currency)
Do not forget to save you new master record at the end.
4. At the moment, for your new bike, you have nothing in stock. Navigate to Inventory
Management and take the necessary steps. Use the transaction code MIGO - Goods
Movement.
For your the new bike P605-NEW## post 500 units to the unrestricted-use stock
(movement type: 561) in Plant: 1010 and Storage Location: 101A.
5. Start the customizing of the Material Determination.

In the condition table, you define the fields in the sales document whose data the SAP
system should use to find a valid master record for material determination.
6. Create the new condition table 6## so that you can use it for creating master records for
material determination. The new condition table should allow you to create master
records that are only effective for certain customers (field: KUNNR) and the material
entered (field: MATWA). You want to be able to restrict the validity of the master records.
Condition table: 6##
Description: Customer / Material ##
Hint:
Make sure that the material you want to enter appears as the last key field in
the condition table. This means that the system checks the header fields first
(for example, customer) and then the item fields in the condition table, which
improves system performance.
7. Generate the table. If you see a warning message stating that a table with the same fields
already exists, choose Enter. Use package Z001 when prompted and save the table.
8. Configure the Access Sequence.

Define a new access sequence containing three steps that the system can use to search
for master records in material determination:
1. Was a master record stored for the material and the sold-to party?
2. Was a master record stored for the material and the ship-to party?
3. Was a master record stored for the material that substitutes the material depend-
ing on availability?
Define the new access sequence.

AcSq (access sequence): Y0##
Description: Search strategy ##
9. Define the access of your access sequence. Use the following information:
No. (of access ): 10
Table: 6##
10. Define the fields for your first access within your access sequence. The material should be
substituted in the first access, if there is a valid master record for the customer (field
KUNNR: KUNAG) and the entered material. The first access is your no. 10 in the access
sequence.
11. In your table 6## you used the generic field: customer (KUNNR). You want to be more
specific and replace customer (KUNNR) constantly with the sold-to party KUNAG. In order
to do so, place your cursor in field the Constant Value Source and choose Field catalog .
Within the field catalogue select KUNAG (sold-to party).
Which field in the sales document does the system use to determine the customer
number?
12. Substitution should take place in the second access if there is a valid master record for the
ship-to party (KUNWE) and the material entered (MATWA). Configure the second access
within your Access Sequence Y0##. Use the following data:
Table: 6##
13. In the third access (no.30 in the sequence), the system should only search for valid
master records in material determination using the material entered. This is the standard
setting in the SAP system. Check the fields in the access Use the following data:
Table: 001
14. Configure the Condition Type Y0##.

Create a new condition type Y0## and assign it to your the access sequence Y0##.
Customize the condition type so that when you create a master record, the system
automatically proposes a validity period from today to the end of the year.
Condition type: Y0##
Description: Condition type ##
15. Configure the Material Determination Procedure.

Define a new procedure.
Material determination procedure: Y000##
Description: Group procedure ##
16. Copy your condition type Y0## into your new procedure.
Step: 10
Counter: blank (make no entry)

17. Assign the new material determination procedure to sales document type ZA## .
18. Create a reason for substitution X## with description Mat-Subst.## for material
determination. Define the following properties:
- The system should issue a warning message before it substitutes a material.
- Substitution should take place automatically (that is, without a selection screen).
- The system should not generate any sub-items in the document when it substitutes a
material.
19. Create a master data record for your material determination. The customer Pascal-Bikes
## (C605-C##) is one of your special customers. Ensure that this customer always
receives the new bike P605-NEW## in future orders, even if the sales order department
enters an order for the old material P605-OLD## by mistake. Use your substitution
reason: X## Mat-Subst. ##.
What is the valid to and valid from data? Why is the validity period already filled?
20. What do you need to maintain to ensure if C605-C## Pascal Bikes## is entered as the
ship-to party in an order he always receives the new material?
21. Create another master record for your material substitution Y0## according to the
material availability situation. When your Old-bike ## (material P605-OLD## ) is not
available anymore it should be automatically replaced by the New-bike ## (material P605-
NEW## ). This should take place for all orders for material P605-OLD## regardless of the
ordering party.
The material should only be substituted in the sales document. The subsequent delivery
document should copy the details from the sales order. Choose a relevant substitution
reason.

Hint:
The master record must contain the materials to be substituted, P605-OLD##
and P605-NEW##, in the correct sequence.
22. Test your configuration for material determination in the sales document.
According to the master record you have created for material determination, the
customer Pascal-Bikes ## (C605-C## ) should always receive the new product P605-
NEW##.
Create a standard order (order type: OR) for the customer C605-C## and the old product
P605-OLD## (10 units) and a requested delivery date in two weeks. Use the following
data:
Order type: OR
Division: 00
Cust. Reference: ##Sub-01
Requested delivery date <in two week from today's date>
Material: P605-OLD##
Quantity: 10
Did the system substitute the material?

_____________________________________________
Why or why not?
_____________________________________________
23. Create an order of order type ZA##.

Order type: ZA##
Division: 00

Quantity: 10

_____________________________________________
Check the substitution reason in the sales document.
Substitution reason:
_____________________________________________
Why?
_____________________________________________
24. C605-C## is also the ship-to party for your customer C605-B##. Create an order (order
type: ZA##) for ship-to party C605-C##.
Order type: ZA##
Division: 00
Change the Ship-to Party, enter C605-C##.
Material: P605-OLD ##
Quantity: 10
Was the substitution made for the ship-to party?
Did the system display a warning message for the substitution?
25. Enter another order for sales document type ZA## for a “regular” customer like Berta-
Bike ##.
Order type: ZA##

Division: 00
Requested delivery date <in one week from today's date>
Quantity: 10
26. Was the substitution made?
How ?
Which material does the customer receive?
Check the substitution reason in the sales document. What reason is used?
27. Check the available stock for material P605-OLD##.

In order to do so, choose within the order select the second item and choose
Environment → Availability.
Stock: __________________________
28. Change the last order and enter a new item with a quantity that exceeds the available
quantity.
Which materials and quantity does the system automatically use when substituting this
material?
Material:
Material:

Unit 13
Solution 23
Sales Workshop: Material Determination
Scenario
Substitute Material
It is your job to configure the sales and distribution model so that special customers always
receive a new product when they order the old one. All other customers should continue to
receive the old product until stocks run out.
Your bike P605-OLD## is one of the most successful trading goods and therefore, your
company is constantly updating it. Your company introduced the new bike, P605-NEW##.
Note:
1. Create a material master record for the new bike P605-NEW##. Use the previous model
P605-OLD## as a reference.
On the screen: Select View(s) select the requested views and mark the Check Box: Create
views selected.
Select and maintain the following views:
– Basic data 1 and 2
– Sales 1 and 2
– Sales/General plant
– Purchasing
– MRP 1-4
– General Plant Data / Storage 1 and 2
– Accounting 1 and 2
Products → Material → Trading Goods → MMH1 Create.
b) Enter the following data:
Data for: Create Material (Initial Screen)

Material: P605-NEW##
Industry Sector: Retail
Material type: HAWA Trading Goods

Data for: Create Material (Initial Screen)

Copy from: P605-OLD##
c) On the screen: Select View(s) select the requested views and mark the Check Box:
Create views selected.
d) Continue with the next step.
2. Create the material for the following organizational units:
Data for: Organizational levels Copy from

Plant: 1010 1010
Stor. location 101A 101A
Sales Org 1010 1010
Distr. Channel: 10 10
Make sure you refer to the same organizational units for the Copy from fields.
Choose Continue and confirm your data entry for the organizational levels, continue
with the next step.
a) See task description.
3. Copy the data for the selected views, and add or change the following fields:
On Tab page: Field Data entry

-Basic data 1: Material description: NEW-Bike##
-Basic data 1: Gross Weight: 16 KG
-Basic data 1: Net weight: 15
-Sales 2: Pricing ref. material: P605-7##
-MRP 2: Prod. stor. location: 101A
-Accounting 1: Standard price: (Company 120

code currency)
Do not forget to save you new master record at the end.

b) Choose Save and Exit .
4. At the moment, for your new bike, you have nothing in stock. Navigate to Inventory
Management and take the necessary steps. Use the transaction code MIGO - Goods
Movement.

Solution 23: Sales Workshop: Material Determination Scenario
For your the new bike P605-NEW## post 500 units to the unrestricted-use stock
(movement type: 561) in Plant: 1010 and Storage Location: 101A.
a) In the SAP Menu choose: Logistics → Materials Management → Inventory
Management → Goods Movement → MIGO Goods Movement.
b) On the header level, for the field: A01 Goods Receipt: select from the drop-down list
box select R10 Other and enter 561 as Receipt w/o PO (the field on the right of your
screen), afterwards press Enter.
c) Navigate to the tab Material and enter the Material: P605-NEW##.
d) Navigate to the tab Quantity and enter the Qty in Unit Entry: 500.
e) Navigate to the tab Where and enter 561 as Movement type , 1010as Plant and 101Aas
Storage Location:, press ENTER
5. Start the customizing of the Material Determination.

In the condition table, you define the fields in the sales document whose data the SAP
system should use to find a valid master record for material determination.
a) Navigate to the customizing, choose transaction code: SPRO.
b) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions →
Material Determination → Maintain Prerequisites for Material Determination.
6. Create the new condition table 6## so that you can use it for creating master records for
material determination. The new condition table should allow you to create master
records that are only effective for certain customers (field: KUNNR) and the material
entered (field: MATWA). You want to be able to restrict the validity of the master records.
Condition table: 6##
Description: Customer / Material ##
Hint:
Make sure that the material you want to enter appears as the last key field in
the condition table. This means that the system checks the header fields first
(for example, customer) and then the item fields in the condition table, which
improves system performance.
a) Choose Create Condition Tables.
b) Enter 6## and choose Enter.
c) Select the with Validity Period check box.
d) Place your cursor in the Field Catlg (Catalog).
e) Select the field Customer in the Field Catlg.
f) Double-click on the field: Customer (field: KUNNR). By doing so, you add the field to
the Select fields.

g) Repeat this action for the Material Enteredfield.

Select the field Material Entered (field MATWA) and double-click on it so it gets added
to the Select fields.
h) The description for your Table 6## consists of the list of the selected fields. Change
the description, choose Propose/Maintain text and change it to: Customer /
Material ##.
7. Generate the table. If you see a warning message stating that a table with the same fields
already exists, choose Enter. Use package Z001 when prompted and save the table.
a) Choose Generate.
A warning message appears stating that a table with the same fields already exists.
b) Confirm the warning message, choose Enter.
c) At the prompt Do you want to generate the condition table?, choose Yes .
d) At the prompt Create Object Directory Entry, in the Package field, enter Z001 and
choose Save.
e) At the prompt Prompt for transportable Workbench request , choose Create

Request.
f) Enter Group ## as Short Description, choose Save , and choose Continue.
g) When the generating process has ended choose Back until you have returned to the
Select Activity screen.
8. Configure the Access Sequence.

Define a new access sequence containing three steps that the system can use to search
for master records in material determination:
1. Was a master record stored for the material and the sold-to party?
2. Was a master record stored for the material and the ship-to party?
3. Was a master record stored for the material that substitutes the material depend-
ing on availability?
Define the new access sequence.

AcSq (access sequence): Y0##
a) On the Select Activity screen, choose: Maintain Access Sequences., choose and
confirm any messages.
c) Enter the given data:

Acc (access sequence): Y0##
d) press ENTER and continue with the next step
9. Define the access of your access sequence. Use the following information:
Table: 6##
a) In the Dialog Structure tree, select your access sequence Y0## and double click on the
node: Accesses.
c) Make the following entry:

Table: 6##
d) Choose Enter.
e) Continue with the next step.
10. Define the fields for your first access within your access sequence. The material should be
substituted in the first access, if there is a valid master record for the customer (field
KUNNR: KUNAG) and the entered material. The first access is your no. 10 in the access
sequence.
a) Select your access 10 and in the Dialog Structure tree double click on the node: Fields.
b) Confirm the warning message: The field assignment has not yet been made choose
Enter.
c) Now the fields of your table 6## - Customer (KUNNR) and Material Entered (MATWA)
are displayed.
d) Continue with the next step.
11. In your table 6## you used the generic field: customer (KUNNR). You want to be more
specific and replace customer (KUNNR) constantly with the sold-to party KUNAG. In order
to do so, place your cursor in field the Constant Value Source and choose Field catalog .
Within the field catalogue select KUNAG (sold-to party).
Which field in the sales document does the system use to determine the customer
number?
During order creation the system checks the field customer number KUNNR. In the order,
the system now uses the sold-to party as customer number (KUNAG).
a) Place your cursor in the field: Constant Value Source and choose Field catalog.

b) Select the field: KUNAG (sold-to party) and double-click it.

Now your have replaced the generic field KUNNR with KUNAG. During order creation
the system now uses the sold-to party as customer number (KUNAG).
c) Choose Save.
d) At the Prompt for transportable Workbench request , choose and confirm your
workbench request.
12. Substitution should take place in the second access if there is a valid master record for the
ship-to party (KUNWE) and the material entered (MATWA). Configure the second access
within your Access Sequence Y0##. Use the following data:
Table: 6##
a) In the Dialog Structure tree double click on the Accesses node.
b) On the New Entries: Overview of Added Entries screen, enter the follwoing:
Table: 6##
c) Choose Enter.
d) Select your second access 20 and double click on the node Fields in the Dialog
Structure tree.
e) Confirm the The field assignment has not yet been made warning message and choose
Enter.
f) Now the fields of your table 6## - Customer (KUNNR) and Material Entered (MATWA)
are displayed.
g) Again, replace Customer (KUNNR) with the Constant Value Source ship-to party
KUNWE.
Within the Field Overview screen place your cursor in field Constant Value Source and
choose Field catalog.
h) Select the Field: KUNWE (ship-to party) and double click on it
i) Choose Save.
j) Continue with the next step.
13. In the third access (no.30 in the sequence), the system should only search for valid
master records in material determination using the material entered. This is the standard
setting in the SAP system. Check the fields in the access Use the following data:
Table: 001
a) In the Dialog Structure tree double click on the Accesses node.

b) On the New Entries: Overview of Added Entries screen, make the following entry:
Table: 001
c) Choose Enter.
d) Select your second access 30 and double click on the Fields node in the Dialog
Structure tree .
e) Confirm the warning message: The field assignment has not yet been made and choose
Enter.
f) Now the field of the table 001 (only one field MATWA - Material Entered) is displayed.
14. Configure the Condition Type Y0##.

Create a new condition type Y0## and assign it to your the access sequence Y0##.
Customize the condition type so that when you create a master record, the system
automatically proposes a validity period from today to the end of the year.
Description: Condition type ##
a) If you have left the customizing , call it up again in the SAP Reference IMG choose :
Sales and Distribution → Basic Functions → Material Determination → Maintain
Prerequisites for Material Determination.
b) On the Select Activity screen, choose: Define condition types.
Ctyp Description AS (Access Valid From Valid To

(Condition Sequence)
type)
Y0## Condition Y0## blank ( make 2
type ## no entry)
e) Choose Save .
f) Choose Back until you arrive on the Select Activity screen.
15. Configure the Material Determination Procedure.

Define a new procedure.
Material determination procedure: Y000##

Description: Group procedure ##
a) On the screen Select Activity choose: Maintain procedure.
d) Choose Saveand continue with the next step.
16. Copy your condition type Y0## into your new procedure.
Step: 10
Counter: blank (make no entry)

a) Select your procedure Y000##
b) Double click on the Control Data node in the Dialog Structure tree.
e) Choose Enter.
f) Choose Save , Exit and Cancel, until you have returned to the Display IMG screen.
17. Assign the new material determination procedure to sales document type ZA## .
a) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions →
Material Determination → Assign Procedures to Sales Document Types.
b) Choose Position and enter the sales document type ZA## choose Continue.
c) Enter Y000## in the field MatDeterm. and assign your material determination
procedure to your sales document type ZA##.
d) Choose Save and Exit. until you have returned to the Display IMG screen.
18. Create a reason for substitution X## with description Mat-Subst.## for material
determination. Define the following properties:
- The system should issue a warning message before it substitutes a material.
- Substitution should take place automatically (that is, without a selection screen).
- The system should not generate any sub-items in the document when it substitutes a
material.
a) In the SAP Reference IMG choose: Sales and Distribution → Basic Functions →
Material Determination → Define Substitution Reasons.
c) Enter the following data:

Subst. reason: X##

Description: Mat-Subst. ##
d) Configure your substitution reason and maintain the following fields:

Entry field: Blank
Warning field: Select
Strategy field: Blank
Outcome field: Blank
Category field: Blank
19. Create a master data record for your material determination. The customer Pascal-Bikes
## (C605-C##) is one of your special customers. Ensure that this customer always
receives the new bike P605-NEW## in future orders, even if the sales order department
enters an order for the old material P605-OLD## by mistake. Use your substitution
reason: X## Mat-Subst. ##.
What is the valid to and valid from data? Why is the validity period already filled?
b) Choose Material determin. type: Y0## and choose Enter.
c) Select the Key combination: Customer/Material ##.

Customer: C605-C##
Material Entered: P605-OLD##
Material: P605-NEW##
Reason: X##
e) What is the valid to and valid from data? Why is the validity period already filled?
The validity data gets automatically filled with valid from: <Today's date> and valid to:
<the end of this year> because you have set up the condition type accordingly.
20. What do you need to maintain to ensure if C605-C## Pascal Bikes## is entered as the
ship-to party in an order he always receives the new material?
a) You do not have to maintain anything. This is already ensured by the first master
record together with access 20.
21. Create another master record for your material substitution Y0## according to the
material availability situation. When your Old-bike ## (material P605-OLD## ) is not
available anymore it should be automatically replaced by the New-bike ## (material P605-
NEW## ). This should take place for all orders for material P605-OLD## regardless of the
ordering party.

The material should only be substituted in the sales document. The subsequent delivery
document should copy the details from the sales order. Choose a relevant substitution
reason.
Hint:
The master record must contain the materials to be substituted, P605-OLD##
and P605-NEW##, in the correct sequence.

b) Choose Material determin. type: Y0## and choose Enter
c) Select the Key combination: Material Entered.

Material Entered: P605-OLD##
Reason: 0006
e) Select your entry and choose Alternative materials.
f) Continue to enter the alternative materials P605-NEW##.

Finally, you have got a list of three materials:
Material P605-OLD##
Material P605-NEW##
22. Test your configuration for material determination in the sales document.
According to the master record you have created for material determination, the
customer Pascal-Bikes ## (C605-C## ) should always receive the new product P605-
NEW##.
Create a standard order (order type: OR) for the customer C605-C## and the old product
P605-OLD## (10 units) and a requested delivery date in two weeks. Use the following
data:
Order type: OR
Division: 00

Quantity: 10

_____________________________________________
Why or why not?
_____________________________________________
VA01 Create.
Enter the given data.
No
Why?
The material determination procedure was assigned to order type ZA## and not the
standard order.
b) Choose Exit and cancel the order entry.
23. Create an order of order type ZA##.

Order type: ZA##
Division: 00
Quantity: 10

_____________________________________________
Substitution reason:

_____________________________________________
Why?
_____________________________________________
VA01 Create.
Enter the given data.
b) Did the system substitute the material?

Yes.
Select the item and choose Item Details go to tab page: Sales A.
Substitution reason: X##
c) Choose Save.
24. C605-C## is also the ship-to party for your customer C605-B##. Create an order (order
type: ZA##) for ship-to party C605-C##.
Order type: ZA##
Division: 00
Change the Ship-to Party, enter C605-C##.
Quantity: 10
Was the substitution made for the ship-to party?
Yes
Yes

a) See task
b) Choose Saveat the end.
25. Enter another order for sales document type ZA## for a “regular” customer like Berta-
Bike ##.
Order type: ZA##
Division: 00
Requested delivery date <in one week from today's date>
Quantity: 10
26. Was the substitution made?
Yes
How ?
The system has created a sub item

Which material does the customer receive?
The customer is going to receive the old bike, material: P605-OLD##
No
Check the substitution reason in the sales document. What reason is used?
Substitution reason: 0006
27. Check the available stock for material P605-OLD##.

In order to do so, choose within the order select the second item and choose
Environment → Availability.
Stock: __________________________

There are about 120 pieces of the material P605-OLD## in stock.
b) Choose Back at the end and continue with the next step.
28. Change the last order and enter a new item with a quantity that exceeds the available
quantity.

Which materials and quantity does the system automatically use when substituting this
material?
Material:
P605-OLD##
Material:
P605-NEW##
a) Change the Order quantity to 200 pieces.

There are three items now displayed. Your entered material item and two sub items -
as many pieces as possible of P605-OLD## and the remaining quantity with material
P605-NEW##.

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Sales Processes in SAP S/4HANA

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

American English is the standard used in this handbook.

This information is displayed in the instructor’s presentation

Related or Additional Information

User interface control Example text

Window title Example text

© Copyright. All rights reserved. iii

Unit 1: Course Overview

1 Exercise 1: Introduction to the Sales and Distribution Process

Unit 3: Enterprise Structures in Sales and Distribution

14 Exercise 2: Enterprise Structures in Sales and Distribution

Unit 4: Sales Order Processing

23 Exercise 3: Influence of the Customer Master Data for the Order

Unit 5: Controlling Sales Documents

46 Exercise 6: Controlling Sales Documents with Sales Document

Unit 6: Data Flow

82 Exercise 10: Data Flow in the Application

Unit 7: Special Business Transactions

95 Exercise 12: Consignment Process

116 Exercise 14: Configuration of the Incompletion Log

© Copyright. All rights reserved. iv

126 Exercise 15: Configuration of Partner Functions and Partner

Unit 10: Outline Agreements

136 Exercise 16: Quantity Contracts

Unit 11: Material Determination, Listing and Exclusion

167 Exercise 18: Material Determination

Unit 12: Free Goods

179 Exercise 20: Free Goods

Unit 13: Sales Workshop

186 Exercise 21: Sales Workshop: Sales-to-Employee Scenario

Unit 14: Appendix

© Copyright. All rights reserved. v

Sales and Distribution Process

Sales Organization: 1010

Enter the header data:

Cust. Reference: ##AF01

Req. delivery date: <in two weeks from today’s day>

© Copyright. All rights reserved. 1

Document number: ___________________________________

Sales Organization 1010

Sales Organization 1010

© Copyright. All rights reserved. 2

Document number: ___________________________________

10. Which of your sales offices is responsible for this sale?

Sales office: ____________________________________

Material price group: _______________________________

Shipping point: ____________________________________

© Copyright. All rights reserved. 3

Incoterms / Inco Location 1: _________________________________

Payment terms: _____________________________________

15. What date has the delivery been confirmed for?

Confirmed delivery date: ____________________________________

Go to your user data and choose Settings.

Set the following default values:

Shipping Point 1010

Sales Organization 1010

Sign out from the SAP Fiori launchpad.