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Credit Control Area
2008-02-07 20:30:00
Definition An organizational unit that represents the area where customer credit is awarded and monitored.This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer. Use Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.For example, if your credit management is centralized, you can define one credit control area for all of your company codes. If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes. Credit limits and credit exposure are managed at both credit control area and customer level.You set up credit control areas and other data related to credit m...
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Deriving the Credit Control Area
2008-02-07 20:30:00
You have four ways of deriving a credit control area:Company code Sales area (sales organization, distribution channel, division)The sales areas can be assigned to a credit control area in Customizing (Enterprise Structure ® Assignment ® Sales and Distribution ® Assign sales area to credit control area). Customer master (payer?s sales area segment) User exit EXIT_SAPFV45K_001You can use this user exit to derive the credit control area from all the fields in the sales order header. In the last three options, the credit control area must also be assigned to the company code. You do this by going to Customizing and choosing Enterprise structure ® Assignment ® Financial Accounting.CautionIf you are working with distributed systems, note the following (and also see Credit Management in Distributed Systems):In distributed systems (centralized Financial Accounting, decentralized sales processing), each decentralized sales computer must be assigned to its own credit control ar...
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Monitoring Credit During Sales and Distribution Processing
2008-02-07 20:29:00
Purpose This process enables you to monitor credit when processing customer orders. Prerequisites You have implemented the Accounts Receivable (FI-AR) and Sales and Distribution (SD) application components. The master data for those customers whose credit you wish to monitor is created in both Sales and Distribution and Financial Accounting. The master data for those customers whose credit you wish to monitor is created. In creating this master data, you determine how high the customer?s credit limit is to be. In Customizing for Enterprise Structures you defined one or more credit control areas and assigned these to one or more company codes. In Customizing for Sales and Distribution you defined at which point (when an order is received or when delivery is carried out for example) the credit check should take place. You do this under Basic Functions ® Credit Management/Risk Management ® Credit Management ® Define Automatic Credit Control. Process flow You enter a sa...
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Credit and Risk Management in FI/SD
2008-02-07 20:28:00
Credit Management Purpose Outstanding receivables or bad debts can have a substantial effect on the success of your company, but with the aid of Credit Management you can minimize your credit risk by defining specific credit limits for your customers. Thus you can take the financial pulse of a customer or group of customers, identify early warning signs, and enhance your credit-related decision-making. This is particularly useful if your customers are in financially unstable industries or companies, or if you conduct business with countries that are politically unstable or that employ a restrictive exchange rate policy. Integration If you are using the Accounts Receivable (FI-AR) component to manage your accounting and an external system for sales processing, Credit Management enables you to issue a credit limit for each customer. Every time you post an invoice (created in FI-AR), the system then checks whether the invoice amount exceeds the credit limit. Information functions...
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Using Standard Texts
2008-02-06 14:52:00
If you want to use texts more than once, you can enter these texts as standard texts and include them in the master record or document texts. If you define standard texts, they are included in the sales and distribution forms when they are issued.Some standard texts to which you can refer in the sales and distribution documents have been defined in the standard version of the SAP R/3 System. Notes on Entering Text You can use standard texts to give notes to the employee entering an sales and distribution document regarding the information he should include in specific header or item texts and the sequence in which he should do it. For example, by including a standard text such as a header note in the sales document, you can make sure that the employee specifies in the first line whether the customer has taken advantage of a sales promotion in his purchase order and in the second line, how (newspaper, radio etc.) he found out about the promotion. Proposals from the Master Record...
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Using Reference Texts
2008-02-06 14:51:00
As long as the text in a sales and distribution document refers to a reference text (in other words, has been copied from a master record or a preceding document), it cannot be changed. If you subsequently change the reference text, the referenced text is automatically changed. Saving Memory Using reference texts has the advantage from the point of view of data storage that the referenced text is not an independent text but simply a reference to the original text in the database. For this reason, less storage space is required. Reproduction of Texts It can also be useful in business to reproduce certain texts in the same form in all the documents throughout sales and distribution processing. The material sales text, for example, is required in all sales and distribution documents from the inquiry through to the order right through to the billing document as it contains the description of the material. You might also want the payment terms to be included in all the document h...
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Copying Sales Texts
2008-02-06 14:50:00
You can enter texts manually in the header and in the individual items of the document in all phases of sales and distribution processing, or you can copy them automatically from the preceding documents or master records.The form header text in the document header and the material sales text for each item is always copied from the preceding document or a master record. Neither of these texts can therefore be edited as long as the reference texts exist for them.You can specify if you want a text to be copied from a preceding document or from a master record using access sequences in customizing.The following figure shows how texts are copied from the master records into a sales document and how the texts are transferred into a subsequent document when it is created with reference to another document. Example of Copying Text The standard version of the SAP R/3 System defines that the system uses the following access sequence to find a reference text for the form header text ...
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Using Sales Texts
2008-02-06 14:50:00
In the standard version of the SAP R/3 System, not all document texts are activated when sales and distribution forms are issued. A large number of texts are solely for internal information purposes and are not included in the sales and distribution forms. Thus, you can enter packing information for the shipping department as an item text.You can specify, which texts are to be used for internal purposes and which are to be used in the sales and distribution forms. Individual settings are made in Customizing for sales and distribution in the menu option Layout definition.
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Document Item Texts
2008-02-06 14:50:00
Item-specific texts refer to the document items to which they are assigned. You can maintain a separate text for each document item.The material sales text is an important item text, as it describes the material in more detail. In the standard version of the SAP R/3 System, it is copied automatically from a reference document or a sales and distribution text. As with all item texts, the material sales text can also be entered directly in the sales and distribution document.
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Document Header Texts
2008-02-06 14:49:00
Header texts refer to the entire document and can be found in the document header.One important header text is the form header text which is automatically copied from the reference document or the customer master record in the standard version of the SAP R/3 System. It can also be entered manually in the sales and distribution document. As the form header text appears at the top of all sales and distribution output, you should reserve it for important information for the business partner.Another important header text is the supplementary text. It appears, for example, at the bottom of the order confirmation in the standard version of the SAP R/3 System. Supplementary texts include contract agreements or liability exclusion clauses, which are to be referred to at the end of a form.
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Texts in Sales and Distribution Documents
2008-02-06 14:48:00
The following figure shows some of the texts which can be entered for the various document types at header and item level in the standard version of the SAP R/3 System. The heading "Sales document" covers the sales document types inquiry, quotation and order.
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Texts in Master Records
2008-02-06 14:48:00
The following figure shows some of the texts which are defined for customer and material master records in the standard version of the SAP R/3 System. Texts by View The processing of texts in the customer master record is dependent on view. You maintain the text groups relevant for each view by selecting Extras ® Texts on the general data, sales and distribution, the company code, or the contact person screens. For example, you can enter partner notes for a contact person by branching to the screen containing the contact person data and selecting Extras ® Texts.
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Texts in Sales and Distribution
2008-02-06 14:47:00
Use In a business relationship, it is essential that business partners exchange information throughout the logistics chain. In sales and distribution, this exchange of information is supported by texts in master records and documents. You can maintain these texts for one particular customer or define them so that they can be used more flexibly.Texts can be used in many areas of sales and distribution:Sales notes for customersSales texts for materialsExplanations in order confirmationsShipping instructions in deliveries You can define as many texts as you require (sales texts, shipping texts, internal notes, supplement texts etc.) in the master records and documents.You make the settings for all texts in Customizing. Features You store the texts which are to serve as information carriers in the system and in the output in the customer master record, the material master record, and in the sales and distribution documents. In addition, you have the following processing and con...
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Creating Master Records for Material Listing and Exclusion
2008-02-06 14:46:00
To create a material listing or exclusion record, proceed as follows:In the SD Master Data Screen select, Products ® Listing /exclusion ®Create. You reach the Create Listing/Exclusion: Initial Screen.Enter a value in the List/excl.type.The standard version of the SAP R/3 system includes two material listing/exclusion types:? A001 for material listing? B001 for material exclusionPress ENTER. The Selection of Key Combination window appears. The standard version includes only one key combination:Customer/material.Mark the Customer/material field and press ENTER. You reach the screen where you create the master data.Enter a customer, validity period, and the materials that you want to list or exclude.
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Material Listing and Exclusion
2008-02-06 14:45:00
Use Material listing and exclusion lets you control which materials specific customers may or may not buy. For example, if you create a listing of products for an individual customer, the customer may only order products on the list. You can also specify material exclusion for a particular customer. The customer may not order excluded materials from you.The following figure shows the functionality of material determination. Partner Functions in Material Listing Material listing applies to two partner functions in Sales & Distribution: the sold-to party and the payer. For more information about partner functions, see the R/3 SD online guide on Basic Functions and Master Data.In the standard version of the SAP R/3 system, when the sold-to party and payer are different the system checks material listing as follows:If the sold-to party has a material listing, the system checks only this listing (in other words, it does not check further). The material listing for a sold-to...

Creating Master Records for Material Determination
2008-02-06 14:44:00
To create a material determination record, proceed as follows:In the SD Master Data Screen select, Products ® Material Determination ®Create. The Create Material Determination: Initial Screen.Enter A001 in the Material determination type field. The standard version of the SAP R/3 system includes only material determination type A001. Depending on the requirements of your organization, your system administrator may create additional types.Press ENTER. Enter the following data: ? Validity period for the master record? Material entered (the material you want the system to substitute with another)? Substitute material.? Optionally, a reason for the substitution (the reason may appear in system messages during sales order processing)In the case of International Article Numbers, you must also enter a unit of measure for the substitute material.Save your master record.
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Material Determination
2008-02-06 14:44:00
Use Material determination enables the automatic substitution of materials in sales documents during sales order processing. For example, during the course of a sales promotion, the system can, during sales order entry, automatically substitute a material that has promotional packaging. A consumer product may have a special wrapper for, for example, the Christmas season. Using material determination, the system substitutes the material only during the specified period.The following graphic illustrates the determination of a promotional product in the sales order. In addition, you can use material determination if you want the system to automatically substitute, for example:customer-specific product numbers with your own material numbers International Article Numbers (EANs) with your own material numbers discontinued materials with newer models or products

Inclusive Free Goods without Item Generation
2008-02-06 14:43:00
Use The free goods function was made available in two forms (inclusive and exclusive) at 4.0A.When you are using the inclusive free goods function, the system creates two items after you enter the order quantity and release the data:The first item with the order quantity less the free goods quantityThe second item as a free goods item with the free goods quantity This solution has the following drawbacks:Customer requirements are not obvious.The function is not possible for structured materials.The availability check runs independently.The schedule lines are not correlated.You cannot view full delivery of the required quantity.Picking contains two independent itemsThe items are viewed independently in Warehouse Management.Scale prices for the order quantity are only possible via group conditions.The document volume is increased. The advantages of this solution are:The free goods quantity can be viewed at order entry.The free goods quantities can be used for statis...
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Maintaining Free Goods
2008-02-06 14:42:00
In the SD Master Data Screen select, Pricing ®Free goods ®Create. You reach the data screen Create free goods determination.Enter data for Sales organization, Distribution channel and Customer. You maintain master data for inclusive and exclusive free goods in the same screen. In exclusive free goods, the additional free goods material field is also available for entry.You can choose between exclusive and inclusive at any time.If required, you can switch from a scale quantity for inclusive to exclusive free goods.Now maintain the following data: Field description Contents Material Minimum quantity FromFGQFree goods AQU RuleDAdditional material Material, for which free goods is to begrantedMinimum quantity for which freegoods can be grantedQuantity of sales materialQuantity unit of free goods materialQuantity of free goods with referenceto the quantity and quantity unit of thesales materialQuantity unit of the free goodsadditional quantityCalculation ruleDelivery c...
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Free Goods in Sales and Distribution Processing
2008-02-06 14:42:00
Use If you grant free goods to a customer, you can implement automatic free goods determination. The system automatically create a free goods item in the sales order. The item is free of charge. For inclusive free goods, the main item is automatically reduced by the free goods quantity. For exclusive free goods, the quantity of the main item remains the same. You grant 2 pieces of a material as free goods when the customer orders 100 pieces. For inclusive free goods, the two pieces are deducted from the quantity of the sales material and created as a separate free of charge item. For exclusive free goods, the customer receives two additional pieces as an additional free of charge item (see figure below). Prerequisites CustomizingFree goods determination requires Customizing settings in SD basic functions.Master DataFree goods determination requires that the free goods be maintained in the master data. Features Free goods determination in the customer order The fre...
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