IDES – Available company code and sales organizations

Note –

- One or more inquiries combine to quotation.

- One or more quotations combine to order.
- One or more orders lead to single delivery and continue like that.
Warehouse number + Picking date + Shipping points.

To outline the picking process within SAP ERP, SAP recommends the usage of transfer orders. Transfer
orders for picking are always relevant for one warehouse number and are created based on outbound
deliveries. The system copies the relevant data from the corresponding delivery to the transfer order.

The system can combine more than one outbound delivery in a group of transfer orders, provided the
same warehouse number is used. The selection of outbound deliveries can be further restricted via the
picking date and the choice of certain shipping points, for example. To optimize picking, you can create
picking lists that contain materials from multiple outbound deliveries.
Billing document header -> Payer, Billing date. Billing items -> material, billing quantities, net values.

The list of common characteristics is maintained in Customizing. Where - check?

Posting Incoming payments –
Chapter 3
Goods Receipt for a material –
If you want to create a condition master record, you have to choose the appropriate condition type first.
The condition type controls the properties of the condition master record, including:
  Condition class (for example, price or discount)

 Scales (are scales allowed and is a value or quantity scale possible?)

 Level (is the data record relevant for the header and/or item level of the document?)

 Validity period (a default value can be provided)

Scale based pricing –

If customer orders for more quantity, he gets less per price.

This scale is based on quantity. Similarly, you can get time-based price. In different times of the day, you
will get difference price.

Discount based on value scale (as a %) –

Output determination –

Common distribution channel / division –

Applicable to -> CMR, MMR & Condition mater record.

Applicable for – CMR & Condition record.

Incompletion Log –

When you create documents within the sales and distribution process, there are possibilities that some
data in the corresponding master records are missed. Therefore, they cannot be copied to the
document. If you are not able to maintain the respective fields manually because you do not know the
correct values, the document has to remain incomplete. The saving of incomplete documents can be
permitted if the system is customized correspondingly. Depending on which fields are incomplete, the
execution of certain follow-up functions might not be allowed as long as the document is incomplete.

The user can get an overview of the incomplete fields in a document using the incompletion log. The
respective fields can be accessed directly from the incompletion log, if the user wishes to complete
them.
Plant determination at sales Item –
Why shipping point is important at sales item and how it is determined automatically–

Why route is important and its automatic determination–

The route describes the path a delivery takes from a shipping point to the region where the customer is
located.

The route can comprise one or more sections and legs.

SAP ERP uses the route for several transportation planning functions, including transportation
scheduling. To influence the transportation scheduling, the route is the source for the following values:

 Transit time: (the amount of time the goods are 'on the road')

 Transportation lead time: (the amount of time for organizing the means of transport)
Note –

Plant determination, shipping point determination & route determination are important ONLY for
delivery related items.
Backward Scheduling –

Backward scheduling is the first kind of scheduling that is performed for a sales order item. The idea is
that the system first checks if the requested delivery date from the customer can be met. The requested
delivery date is the starting point for the backward scheduling.

Starting with the delivery date, the system calculates the other relevant dates (such as, material
availability date) backwards using the available time components.

The calculated material availability date and the transportation planning date are of special importance.
Depending on where the two calculated dates lie in comparison with the order date, the following
possibilities exist:

 If both dates lie after the order date (that is, in the future) and the material is available on the
material availability date, the customer’s requested delivery date can be confirmed. A
corresponding schedule line is created for the sales document item. The date of the schedule
line displays that the confirmed delivery date is the same as the customer’s requested delivery
date.

 If one or both of the two dates lie before the order date, the requested delivery date cannot be
confirmed. In this case, the first schedule line of the corresponding item will not be confirmed.
The system can then attempt to determine a confirmable delivery date using forward
scheduling.

Example – MAD is 1 Jan. Pick / pack = 2days. Loading date = 1 Jan + 2 days = 4 Jan.

But what if the Transportation lead time = 5 days. Then Loading date – 1 Jan + 5 days = 7 Jan.
Forward scheduling takes the parallelism of the processes for picking and packing and transportation
planning into account. On the one hand, the system defines the earliest date on which the material is
available in the warehouse as new material availability date. Then, the pick and pack time is added to
that date. On the other hand, the system adds the transportation lead-time to the order date. The later
of the calculated dates is then the new loading date, to which the loading time can be added to
determine the goods issue date. Then the transit time is added to get a confirmable delivery date.

If the complete quantity of the ordered material can be confirmed for the calculated new material
availability date, two schedule lines are generated for the corresponding sales document item:

 The date of the first schedule line corresponds to the customer’s requested delivery date and
has no confirmed quantity.

 The date of the second schedule line shows the confirmed delivery date and the confirmed
quantity.
MAD = Transportation plan date = 31.05.2012. If you want to do delivery on 24.05.2012, then
Now again try to create an order by entering MAD = 31.05.2012
Worklists –

Sometimes you might want to use collective processing to create a single follow-up document for
several preceding documents.
Minimizes the number of outbound deliveries.

The system controls the creation of outbound deliveries by means of the shipping point, the selection
date (picking date) and other criteria grouped on various tab pages. By defining these criteria, you can
control the selection of orders for delivery. The selection options change depending on the delivery
scenario and user role.

You receive a list of the orders that meet your selection criteria. In this list, you can make your selection
more precise using sorting and filtering. From the list, you can create the corresponding outbound
deliveries.
Some fields in the master data and in the sales documents can be used to influence the system behavior
within the collective processing. The following scenarios can be distinguished:

 The customer requires complete delivery: This adjustment means that all quantities of all items
of a certain sales order should be delivered in one single outbound delivery. If the system
identifies during the collective processing, that this requirement cannot be fulfilled for a certain
sales order because the required quantity is not available for one item, you receive a warning
that the customer requires complete delivery. Still you can create the delivery of partial
quantities. Check?

 The customer does not require complete delivery: You can define a partial delivery agreement
with the customer.

 The customer allows orders to be combined: This means that the customer allows to combine
items of multiple sales orders to a single outbound delivery during the collective processing.
Combining items from different sales orders is only possible if the items have several common
characteristics, for example, shipping point, date that delivery is due, ship-to party, route, and
Incoterms .
Order 1 # 13178 –: 2 line items with two different materials

Order 2 # 13179 – Two line items with same sold to and same 2 materials. But for 2nd material, ship-to is
different.
Step 3 – Create a delivery in the foreground
To reflect the picking in sales and distribution processes in SAP ERP, transfer orders have to be created
with reference to outbound deliveries. These transfer orders are used to trigger and monitor the stock
movements within your warehouse. The items in the transfer orders contain the materials and
quantities to be picked, which correspond to the delivery quantities. Picking can be confirmed
automatically or in a separate processing step.

Pick List = One or more transfer orders.

From the transfer order, you can print the picking list for use in the warehouse. This step can be carried
out automatically.

Instead of printing the picking list, you can also forward the transfer order data to an external
Warehouse Management System by means of portable data capture (PDC).

If automatic confirmation is not used, you can monitor picking by confirming the picked quantities
manually. You can also confirm variances in quantities and specify the cause of these by setting a
difference indicator.

If it is not possible to pick the total quantity, you can choose one of the following actions:

 Pick the open quantities by means of another transfer order

 Reduce the delivery quantities in the outbound delivery by copying the picked quantities
PGI –
Create collective billing document –