Configuration in SAP

Specifying the Organization Structure,

Codes and Names
Specifying the Document Types for Each
element of the Org Structure
Controlling the business process
Item category
Schedule line category
Organizational Structure
Company
Sales Organization
Distribution Channel
Division
Sales Area (Sales Org, Dist Channel, Div)
Sales Office
Sale Group
Sales Person (!)

Whats the right structure for your organization?
Organizational Structure
Company Legal Unit
Sales Organization Internal Reporting
Distribution Channel Prices may differ
Division Products defined by Div
Sales Area Customers defined by Area
Sales Office optional
Sale Group optional
Sales Person (!) optional

Whats the right structure for your organization?
Defining Org Structure to SAP
Done through the IMG or Implementation
Guide.
Access for us is problematic, right now.
Process of adding org units is
straightforward. No surprises
Show IMG Picture
Linking Document Types to
Organizational Units
Sales Area
Sales Org
Dist. Channel
Division


Can allow any doc
type for any of the
above
Standard Order (OR)
Inquiry
Free-of-charge Delivery
Returns
Etc.
How to Link Document Types to
Organizational Units in SAP
Use the IMG
Straightforward
But, you have to keep it updated
Problem is, if you choose too complex a scheme,
and later add a new division (product class), you
have to make a bunch of changes to IMG to allow
orders, returns, etc. If you forget to do this, you
will be dead in the water!
Control of Business Processing is
at Item and Schedule Line Level
An Order can have many items. Some are
standard, some are non standard
Standard items are generally priced, delivered, billed
etc.
Examples of non-standard items: free goods, text lines
clarifying the order, etc.
Each Item line can have multiple schedule lines.
(a portion delivered one day, rest sometime later.)
There is process control at the item level, and at
the schedule line level
Show SAP Order On-line
Item Level Control
Once an item line has been checked (or saved),
it is given an item category.
The item category determines processing:
Are schedule lines permitted?
Should there be delivery processing?
Should there be billing processing?
Should item be priced?
Completion rules What field have to be filled out?
Examples
Standard Item in
Quotation (AGN)

Standard Item in Order
(TAN)

Free-of-charge Item in
Order (TANN)

Text Item in Order
(TATX)
Pricing
Schedule lines allowed
Not relevant for billing

Pricing
Schedule lines allowed
Relevant for Billing

No Pricing
Schedule lines allowed
Not relevant for Billing

No Pricing
No Schedule lines
Relevant for Billing

Sale Document Type From Document Header
Item Category Group From Material Master (Sales Org 2)
Item Usage ABAP program examines
Item Cat of Higher lev it. From Document Item lines

Leads to a default and possible alternatives
How Item Category is Determined

Schedule Line Category Determines
Whether and How SAP Carries Out:

Goods Movement
Availability Checking
Product allocation and Tracking
Purchasing
Etc.

Schedule Line Categories Implication

CN No Availability Checking
No Product Allocation Tracking

CV Availability Checking
No Product Allocation Tracking

CP Availability Checking
Product Allocation Tracking

MRP Type Sch. Line Cat Actions
ND--no planning CN no availability checking, no prod allocation
VB--consumption MRP CV Avail. Checking but no Prod Allocation
PD CP Avail. Checking and Prod Allocation

How Schedule Line Category is Determined

Item Category From Document Item Lines

MRP Type From Material Master (MRP1)

Leads to a default and possible alternatives