condition types.ppt
DESCRIPTION
SAP condition typesTRANSCRIPT
Local needs, Global solution
SAP SD Overview Training SAP SD Overview Training Master DataMaster Data
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Master Data in
Sales and Distribution
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Master Data in Sales and Distribution
Billing Billing
Invoice
Sales OrderProcessing
Sales OrderProcessing
InventorySourcing
InventorySourcing
ShippingShippingPaymentPayment
Pre-Sales ActivitiesPre- Sales Activities
Contents:
Customer Master Data
Material Master Data
Output Master Data
Incompletion Log
Condition Master Data in Pricing
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Unit Objectives
Maintain customer master data
Maintain material master data
Maintain customer -material information record
Issue output for sales documents
Work with the incompletion log
Explain the effects of master data on theprocesses in sales and distribution
Maintain condition master data and explainpricing functions
At the conclusion of this unit, you will be able to:
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Master Data : Overview Diagram
Invoice
Sales OrderProcessing
Sales OrderProcessing
InventorySourcing
InventorySourcing
ShippingShipping
BillingBilling
PaymentPayment
Pre-Sales ActivitiesPre-Sales Activities
Master Data in Sales and Distribution
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Data Origin in Sales Documents
Item
10
20
30
Material
1400-100
1400-200
1400-410
Quantity
10
20
15
Order
Sold-to party 2300Ship-to party 788
Material Material master datamaster data
Customer Customer master datamaster data
ConditionConditionmaster datamaster data
Control tables
Control tables
Output Output master datamaster dataCustomer master data
Customer-materialinfo
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Customer MasterCustomer Master
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Customer master dataCustomer master data
General data
Relevant for sales and distribution and
accounting
Valid for all organizational units
Sales areadata
Relevant for sales and distribution
Valid for:Sales organization
Distribution channelDivision
Company code
Relevant for accounting
Valid for:Company code
data
Customer Master
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Customer MasterGeneral Data
Name, address, language, ...
Tax information, ...
Bank details, ...
Address
Control Data
Payment transactions
Goods receiving hours, ...Unloading points
Data for export control , ...Export data
Industry, cust. classification, ...Marketing
Address of business partners, ...Contact persons
Data on the General Data Tab Pages
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Customer MasterCompany Code Data
Reconciliation account, ...
Paymt methods, paymt block, ...
Dunning proced., acct. clerk, ...
Account management
Payment transactions
Correspondence
Amount insured, ...Insurance
Data on the Company Code Data Tab Pages
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Customer MasterSales Area Data
Sales office, currency,sales district, price group, ...
Orders
Shipping condition, delivering Site, transportation zone, ...
Shipping
Output tax classification,terms of payment, ...
Billing document
Sold-to party, Ship-to party, bill-to party, Payer
Partner functions
Data on the Sales Area Data Tab Pages
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BillBill-to -to partyparty*
PayerPayer**
ShipShip-to-to party party**Sold-toSold-to party party**
Contact personsForwarding agent
Personnel
. . . . .
Partner functions
** mandatory functions mandatory functions
Partner Functions in the Customer Master
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Account Group
Create sold-to partyCreate sold-to party
Customer : C01
Sales organization : 0001
Distribution channel : 01
Division : 01
Account group : 0001
0001 Sold-to party
0002 Ship-to party
0003 Payer
0004 Bill-to party
Account GroupAccount GroupField selectionNumber assignmentOne-time account: yes/noOutput proposal
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Field Selection for Different Partner FunctionsAccount groupAccount group
00010001
Sold-to partySold-to party
Account groupAccount group00020002
Ship-to partyShip-to party
Account groupAccount group00030003
PayerPayer
Account groupAccount group00040004
Bill-to partyBill-to party
Sales
Shipping
Billing
Partner functions
Output
______
Shipping
Billing 1)
______
Output
______
______
Billing
______
Output
______
______
______
______
Output
1) Tax information1) Tax information
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Effects of Changes in the Customer Master
Changecustomer
master
Changecustomer
master
Customer master (old)
Cust. 2300
Address Mannheimer Str. 14 69115 Heidelberg
Incoterms EXW Hamburg
Customer master (new)
Cust. 2300
Address City Ring 212 68125 Mannheim
Incoterms CIF Mannheim
Display sales order
Cust. 2300
Address City Ring 212 68125 Mannheim
Incoterms EXW Hamburg
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Material MasterMaterial Master
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Material Master
Relevant for all areas
Valid for : all organizational units
Basic Data 1
Material Master DataMaterial Master Data
Relevant for engineering,materials planning accounting , ...
Other ...
Relevant for sales and distributionValid for :
Sales organizationDistribution channel
Sales : Sales Org
Relevant for materialsmanagement
Valid for : Plant
Purchasing
Relevant for sales and distribution
Valid for : Delivering plant
Sales : General/Plant Data
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Data on the Sales Tab Pages
Material MasterRelevant for sales and distribution
Delivering plant, material group,tax classification, ...Sales : Sales Org . 1
Material pricing group, volume rebate group , product hierarchy, ...Sales : Sales Org . 2
Availability check, transportation group , loading group, ...Sales : General/Plant
Export/ import group,region of origin, ...
Foreign TradeExport
Item text for sales Sales Text
Material number, material description,base unit of measure, division , ...Basic Data 1
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Units of measure
Alternativeunits ofmeasure
Carton Crate(= sales unit)
Pallet
Base unit of measure : piece
4444 12121212 72727272
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Cross - Division Sales
Sales orderSales area 1000 / 12 / 00Sold-to party 2300
Item Material Division
10 1400- 100 0220 1400- 200 02
30 M- 12 07
Header division
Item divisions
Material 1400-100
Division 02
Material 1400-200
Division 02
Material M-12
Division 07
Material master
Material master
Material master
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Division - Specific Sales
Material 1400-100
Division 02
Item Material Division
10 1400-100 02
20 1400-200 02
Material 1400-200
Division 02
Material M-12
Division 07
Header division
Item divisions
Sales orderSales area 1000 / 12 / 02 Sold-to party 2300
Material master
Material master
Material master
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Customer - Material Information Record
Customer – Material Information
Customer 2300 Sales organization 1000Distribution channel 12
Material Description
1400-100 Headlight Deluxe 1400-200 Rear Light + additional data
Customer-specific data:Customer-material description
S3000H Front lightR1700
Rear light
Customer master
Customer 2300 Sales organization 1000Distribution channel 12
Material master Material Description
1400-100 Headlight Deluxe 1400-200 Rear Light
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Order Entry Using Customer-Material Info Record
Sales order
Sold-to party 2300
Ordering party tab page
PO item Cust.mat.no. Description
1 S3000 Front light
2 R1700 Rear light
Purchase orderMotomarkt HeidelbergCust. no.: 2300PO no.: 12970-B
Item12
MaterialS3000 R1700
Qty1010
Orderentry
Customer-Material Info
Cust. 2300Material Cust.mat. 1400-100 S3000
1400-200 R1700
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Condition MasterCondition Master
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Conditions
Prices
• Price list
• Material Price
• Customer-specific
• Others
Discount/Surcharge• Customer
• Material
• Price group
• Material pricing group
• Cust / Mat Pricing group
• Customer / Material
• Price group / Material
• Pricing group
• Others
Freight
• Incoterms part1
• Incoterms part2
• Others
Taxes
• Dept. / Dest. ctry
• Domestic
• Export
• Others
ConditionsConditionsConditionsConditions
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Condition Types
Key Description Control data
Scale basis Calculation type
100 PC1,000 PC
10,000 PC
1.0 - %1.5 - %2.0 - %
Scale basis Calculation type
100 KG1,000 KG
10,000 KG
USD 0.20 - per KGUSD 0.50 -USD 1.00 -
Examples
PricePricePR00PR00
Discount %Discount %K007K007
Discount/Discount/weightweightK029K029
Calculation type : As a percentageScale basis : Quantity
Calculation type : Amount/weightScale basis : Weight
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Condition type KA00 Sales promotion
Sales organization 1000
Distribution channel 12
Customer 2300
Article 1400-100
Condition Master Record
from 1000 UNI 1- %from 2000 UNI 2- %from 3000 UNI 3- %
Validity01.03. - 01.04.
from 1000 UNI 2- %from 2000 UNI 3- %from 3000 UNI 4- %
Validity02.04. - 01.06.
Condition Records : Discounts
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Sales DocumentSales Document
Master DataMaster Data
Manual Price Change in the Document
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
ChangeChange
Item conditions
PR00 Price 90 USDKA00 Discount 1 %RC00 Discount 10 USD
Item conditions
PR00 Price 90 USDKA00 Discount 1 %RC00 Discount 10 USD
Detail screen
Entered manually
Changed manually
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Condition Records : Taxes
Material tax classification
Item 10M01 100.00
Sales tax 7 % 7.00
Item 30M03 300.00
Sales tax 0 % 0.00
Sold-to party: C01
Ship-to party: C01
Document
Full tax (7%)No tax
Liable for taxesTax Exempt...
Materialmaster
Materialmaster
Customermaster
Customermaster
Liable for tax
Full tax
No tax
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Pricing Report
Customer-specific pricesCustomer-specific prices
Report Edit Goto System Help
Sales organization ................... 0001 CaliforniaDistribution channel .................... 01 Sales call
Cond. Type
Customer A
PR00K005PR00
Article Amount Unit per UoM Valid from...
M01M02M03
102015
USDUSDUSD
111
PCKGPC
10.01.200215.01.200215.01.2002
Customer B
PR00 M01..
9..
USD..
1..
PC..
10.01.2002..
Customer
Page headerPage header
Group headerGroup header
ItemsItems
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Condition Types
Key Description Control data
Scale basis Calculation type
100 PC1,000 PC
10,000 PC
1.0 - %1.5 - %2.0 - %
Scale basis Calculation type
100 KG1,000 KG
10,000 KG
USD 0.20 - per KGUSD 0.50 -USD 1.00 -
Examples
PricePricePR00PR00
Discount %Discount %K007K007
Discount/Discount/weightweightK029K029
Calculation type : As a percentageScale basis : Quantity
Calculation type : Amount/weightScale basis : Weight
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Access Sequence
PR00PR00
Discount %Discount %
SpecificSpecific
GeneralGeneral
Condition type
Access seq.
PricePrice Access sequence : PR00
Access sequence : K007
1. Customer /Material1. Customer /Material
2. Price 2. Price list/Currency/Materiallist/Currency/Material
3. Material3. Material
K007K007
Major customer disc.Major customer disc.K020K020 Access sequence : K020
PR00PR00
Condition tables
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Condition Records : Prices
TableTable
Material
Price list type/currency/material
Customer/material
Division/material...
Material
Price list type/currency/material
Customer/material
Division/material...
Sales organizationDistribution channelCustomerMaterial
Create conditionCreate condition
Sales organization : 0001Distribution channel : 01Customer : K1
Material : M1 10.00 M2 15.00
Sales organization : 0001Distribution channel : 01Customer : K1
Material : M1 10.00 M2 15.00
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Condition Records : Prices
First validity periodFirst validity period01/03 - 30/0401/03 - 30/04
1,000 PCS 100.00 2,000 PCS 90.003,000 PCS 80.00
Lower limit: 50.00Upper limit: 110.00
Condition type : PR00 Price
Sales organization : 0001
Distribution channel : 01
Customer : C01
Material : M01
Second validity periodSecond validity period01/05 - 31/0501/05 - 31/05
1,000 PCS 110.002,000 PCS 100.003,000 PCS 90.00
Lower limit: 50.00Upper limit: 120.00
Level on whichthe condition
is defined
Level on whichthe condition
is defined
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Condition Records : Discounts
Condition type KA00 Sales promotion
Sales organization 1000
Distribution channel 12
Customer 2300
Material 1400-100
Condition Master Record
from 1000 UNI 1- %from 2000 UNI 2- %from 3000 UNI 3- %
Validity01.03. - 01.04.
from 1000 UNI 2- %from 2000 UNI 3- %from 3000 UNI 4- %
Validity02.04. - 01.06.
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Manual Price Change in the Document
Sales DocumentSales Document
Master DataMaster Data
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
CopyCopy
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
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Manual Price Change in the Document con’t
Sales DocumentSales Document
Master DataMaster Data
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
Item conditions
PR00 Price 100 USDKA00 Discount 1 %
ChangeChange
Item conditions
PR00 Price 90 USDKA00 Discount 1 %RC00 Discount 10 USD
Item conditions
PR00 Price 90 USDKA00 Discount 1 %RC00 Discount 10 USD
Detail screen
Entered manually
Changed manually
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Conditions in the Document Header
Distribute by
value
ITEM 10PR00 Price 42.00K007 Absolute discount 2.00
Net value 40.00HA00 Header disc. 10 -% 4.00HB00 Absolute header disc. 3.33 -
-
-
ITEM 20PR00 Price 83.00K007 Absolute discount 3.00
Net value 80.00HA00 Header disc. 10 -% 8.00HB00 Absolute header disc. 6.67 -
-
-
HEADERPR00 Price 125.00K007 Absolute discount 5.00
Net value 120.00HA00 Header disc. 10 -% 12.00HB00 Absolute header disc. 10.00 -
-
-
Sum up
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Condition Records : Freight
Master Data
Master Data
Master Data
Master Data
Condition Record KF00
Incoterms part1
EXW $220 / Ton
Condition Record KF00
Incoterms part1
EXW $220 / Ton
Condition Record KF00
Incoterms part1+2
EXW New York $200 / Ton
Condition Record KF00
Incoterms part1+2
EXW New York $200 / Ton
Item10 M01 4 Tons
EXW Boston
…..
KF00 Freight $880
…..
Item10 M01 4 Tons
EXW Boston
…..
KF00 Freight $880
…..
Sales DocumentSales Document
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Criteria for Tax Determination
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Condition Records : Taxes
Material tax classification
Item 10M01 100.00
Sales tax 7 % 7.00
Item 30M03 300.00
Sales tax 0 % 0.00
Sold-to party: C01
Ship-to party: C01
Document
Customer tax classification
Full tax (7%)No tax
Liable for taxesTax Exempt...
Materialmaster
Materialmaster
Customermaster
Customermaster
Liable for tax
Full tax
No tax
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Pricing in Sales Order
PricesSurcharges
DiscountsFreightTaxes
Sales order ItemConditions Tab page
Material 1400-100Quantity 20 pieces
Gross 1300
Discount 130-
Freight 30
Net 1200
Output tax 120
Total 1320
Conditionmaster data
AutomaticpricingAutomaticpricing
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Common Master Data - Distribution Channels
Material masterdata
SOrg. 1000
DCh. 12
Customer / material or condition master data without
own distribution channel
Customer masterdata
Condition masterdata
SOrg. 1000
DCh. 12
Customer / material or condition master data for
representative distribution channel
Material masterdata
SOrg. 1000
DCh. 14
Customer masterdata
SOrg. 1000
DCh. 14
valid for:valid for:
valid for:
valid for:
Condition masterdata
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Common Master Data - Divisions
SOrg. 1000
Division 00
Customer masterdata
Condition masterdata
SOrg. 1000
Division 00
Customer masterdata
Condition masterdata
SOrg. 1000
Division 02
valid for:valid for:
valid for:
Customer or condition masterdata for representative division
SOrg. 1000
Division 01
Customer or condition masterdata without representative
division
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Pricing Report
Customer-specific pricesCustomer-specific prices
Report Edit Goto System Help
Sales organization ................... 0001 CaliforniaDistribution channel .................... 01 Sales call
Cond. Type
Customer A
PR00K005PR00
Material Amount Unit per UoM Valid from...
M01M02M03
102015
USDUSDUSD
111
PCKGPC
10.01.200215.01.200215.01.2002
Customer B
PR00 M01..
9..
USD..
1..
PC..
10.01.2002..
Customer
Page headerPage header
Group headerGroup header
ItemsItems
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OutputOutput
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Sales documentSales document Quotation
Order Confirmation
Quotation
Order Confirmation
Delivery Delivery Delivery NoteDelivery Note
BillingBilling Invoice
Credit / Debit Note
Invoice
Credit / Debit Note
Output
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Transmission Media
TimingTiming
Output
Output typeOutput type
Printer TelexTeletexTelefax
Mail EDI
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Output Timing
Print transactionPrint transaction
Create orderCreate order
SchedulingScheduling
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. . . . . . . . . . . . . . . . . . . . . . . .
With next selection run or at specified time
With next selection run or at specified time
On requestOn request
ImmediatelyImmediately
TELEXTELEX
PRINTERPRINTER
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Sales order
Output type: Order confirmationTransm. medium: Print outputPartner function: AG 2300Time: immediately when savingLanguage: EN
Output type:Partner functionTrans. medium
TimeLanguage
Outputmaster data
Output determination
Output determination
We will deliver:
Order confirmation 6177Motomarkt HeidelbergCustomer number 2300
Item12
Total
ArticleS3000R1700
Quantity1010
Value 650 300 950
Output
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Incompletion LogIncompletion Log
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Incompletion Log
Sales order
Sold-to party 2300
Purchase order no.
Terms of payment
W: Please enter purchase ordernumber
Call :a) automatically when savingb) via menu bar
Incompletion log
Item Missing data PO number Terms of payment Weight
Item Material Qty Weight
10 1400-100 10 _20 1400-200 10 12 KG
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Master Data : Unit Summary
You are now able to:
Maintain customer master data
Maintain material master data
Maintain customer -material information record
Issue output for sales documents
Work with the incompletion log
Explain the effects of master data on theprocesses in sales and distribution
Maintain condition master data and explainpricing functions