kupdf.net_sap-customizing.pdf - SAP \u2013 Customizing Guide SAP \u2013 Customizing Guide SAP Customizing Table of Contents 1 General Setting 10 1.1 Set

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Unformatted text preview: SAP – Customizing Guide SAP – Customizing Guide SAP Customizing - Table of Contents 1. General Setting 10 1.1. Set Countries 10 1.1.1. Define Countries 10 1.1.2. Set country–specific checks 12 1.1.3. Insert regions 13 1.2. Set Currencies 1.2.1. Check currency codes 1.3. Set Calendar 1.3.1. Maintain calendar 1.4. Field Display Characteristics 2. 15 15 16 16 19 1.4.1. Global Field Display Characteristics 20 1.4.2. Configure application transaction fields 21 Enterprise Structure 2.1. Definition 2.1.1. 23 24 Financial Accounting 27 2.1.1.1. Define company 27 2.1.1.2. Define, copy, delete, check company code 28 2.1.2. Controlling 32 2.1.2.1. Maintain Controlling Area 32 2.1.2.2. Create operating concern 34 2.1.3. Logistics - General 35 2.1.3.1. Define valuation level 35 2.1.3.2. Define, copy, delete, check plant 36 2.1.3.3. Define Location 39 2.1.3.4. Define, copy, delete, check division 40 2.1.4. Sales and Distribution 42 2.1.4.1. Define, copy, delete, check sales organization 43 2.1.4.2. Define, copy, delete, check distribution channel 44 2.1.4.3. Maintain sales office 46 2.1.4.4. Maintain sales group 47 2.1.5. Materials Management 48 2.1.5.1. Maintain storage location 48 2.1.5.2. Maintain purchasing organization 49 2.1.6. Logistics Execution 2.1.6.1. printed by Ahmad Rizki Define, copy, delete, check warehouse number 52 52 1 of 341 SAP – Customizing Guide 2.1.6.2. Define, copy, delete, check shipping point 53 2.1.6.3. Maintain loading point 55 2.1.6.4. Maintain transportation planning point 55 2.2. Assignment 2.2.1. 58 2.2.1.1. Assign company code to company 58 2.2.1.2. Assign company code to credit control area 59 2.2.1.3. Assign business area to consolidation business area 59 2.2.1.4. Assign company code to financial management area 60 2.2.1.5. Assign controlling area to financial management area 60 2.2.2. Controlling 62 2.2.2.1. Assign company code to controlling area 62 2.2.2.2. Assign controlling area to operating concern 63 2.2.3. Logistics - General 64 2.2.3.1. Assign plant to company code 64 2.2.3.2. Assign Business Area to Plant/Valuation Area and Division 65 2.2.3.3. Data Comparison with Sales Plant/ValArea - Div - BusArea 66 2.2.4. Sales and Distribution 68 2.2.4.1. Assign sales organization to company code 68 2.2.4.2. Assign distribution channel to sales organization 69 2.2.4.3. Assign division to sales organization 69 2.2.4.4. Set up sales area 70 2.2.4.5. Assign sales office to sales area 71 2.2.4.6. Assign sales group to sales office 71 2.2.4.7. Assign sales organization - distribution channel - plant 71 2.2.4.8. Assign sales area to credit control area 72 2.2.5. Materials Management 73 2.2.5.1. Assign purchasing organization to company code 73 2.2.5.2. Assign purchasing organization to plant 74 2.2.5.3. Assign standard purchasing organization to plant 75 2.2.5.4. Assign purch. organization to reference purch. organization 75 2.2.6. 3. Financial Accounting 56 Logistics Execution 77 2.2.6.1. Assign warehouse number to plant/storage location 77 2.2.6.2. Assign shipping point to plant 78 Logistic – General 79 3.1. Material Master 79 3.1.1. Configuring the Material Master 79 3.1.1.1. Here's How (Quick Guide Using an Example) 79 3.1.1.2. Define Structure of Data Screens for Each Screen Sequence 81 3.1.1.3. Assign Secondary Screens 85 3.1.1.4. Maintain Order of Main and Additional Screens 86 3.1.1.5. Maintain User Settings 87 printed by Ahmad Rizki 2 of 341 SAP – Customizing Guide 3.1.2. Field Selection 3.1.2.1. 3.1.3. Assign Fields to Field Selection Groups Basic Settings 88 89 3.1.3.1. Define Output Format of Material Numbers 90 3.1.3.2. Maintain Company Codes for Materials Management 91 3.1.3.3. Material Types 92 3.1.3.3.1. Define Attributes of Material Types 92 3.1.3.3.2. Define Number Ranges for Each Material Type 94 3.1.3.4. 3.1.4. Define Attributes of System Messages Settings for Key Fields 95 96 3.1.4.1. Define Material Groups 96 3.1.4.2. Define Divisions 97 3.1.4.3. Define Material Statuses 98 3.1.4.4. Define Number Ranges for EANs/UPCs (Barcode) 99 3.1.5. Tools 100 3.1.5.1. Maintain Authorizations and Authorization Profiles 3.1.5.2. Initialize Period for Material Master Records 3.2. Plant Master 3.2.1. 4. 87 101 103 105 Control Data 105 3.2.1.1. Plant Profiles 105 3.2.1.2. Blocking Reasons 106 3.2.1.3. Departments 107 Sales & Distribution 4.1. Master Data 4.1.1. 109 Business Partners 4.1.1.1. 110 Customers 111 4.1.1.1.1. Sales 111 4.1.1.1.1.1. Define Customer Groups 111 4.1.1.1.1.2. Define Sales Districts 112 4.1.1.1.2. Shipping 4.1.1.1.2.1. Define Delivery Priorities 4.1.1.1.3. Billing Document 4.1.1.2. 112 112 113 4.1.1.1.3.1. Define Billing Schedule 113 4.1.1.1.3.2. Define Terms of Payment 114 4.1.1.1.3.3. Define Incoterms 114 Contact Person 115 4.1.1.2.1. Define Contact Person Functions 115 4.1.1.2.2. Define Buying Habits 116 4.2. Sales 4.2.1. 109 117 Sales Documents 4.2.1.1. Sales Document Header 4.2.1.1.1. Define Sales Document Types printed by Ahmad Rizki 117 118 118 3 of 341 SAP – Customizing Guide 4.2.1.1.2. Define Number Ranges for Sales Documents 121 4.2.1.1.3. Define Purchase Order Types 122 4.2.1.1.4. Define Order Reasons 122 4.2.1.2. Sales Document Item 123 4.2.1.2.1. Define Item Categories 126 4.2.1.2.1.2. Completion rule for quotation / contract 126 4.2.1.2.1.3. Special stock indicator 127 4.2.1.2.1.4. Relevant for Billing 127 4.2.1.2.1.5. Block 128 4.2.1.2.1.6. Carry out pricing 128 4.2.1.2.2. Define Item Category Groups 128 4.2.1.2.3. Define Default Values For Material Type 129 4.2.1.2.4. Define Item Category Usage 130 4.2.1.2.5. Assign Item Categories 131 4.2.1.2.5.1. Sales document type 132 4.2.1.2.5.2. Default item category for the document 133 4.2.1.2.5.3. Manual entries allowed for item category in the document 133 4.2.1.2.6. Define Reasons For Rejection 4.3. Billing 4.3.1. 124 4.2.1.2.1.1. Item type 133 134 Billing Document 134 4.3.1.1. Define Billing Types 134 4.3.1.2. Define Number Range For Billing Documents 137 4.3.1.3. Invoice Lists 138 4.3.1.3.1. Assign Invoice List Type To Each Billing Type 4.3.1.4. 4.3.2. Define Blocking Reason for Billing Rebate Processing 4.3.2.1. Rebate Agreements 142 143 144 4.3.2.1.2. Condition Type Groups 144 Intercompany Billing 4.3.3.1. 4.3.4. 141 4.3.2.1.1. Define Agreement Types 4.3.2.1.2.1. Define Condition Type Groups 4.3.3. 139 Define Order Types for Intercompany Billing Billing Plan 144 145 146 147 4.3.4.1. Define Billing Plan Types 147 4.3.4.2. Define Date Descriptions 149 4.3.4.3. Define and Assign Date Categories 150 4.3.4.4. Maintain Date Proposals for Billing Plan Types 151 4.3.4.5. Assign Billing Plan Types to Sales Document Types 152 4.3.4.6. Assign Billing Plan Types To Item Categories 152 4.3.4.7. Define Rules for Determining Dates 152 4.4. Sales Support (CAS) 4.4.1. Sales Activities printed by Ahmad Rizki 154 154 4 of 341 SAP – Customizing Guide 4.4.1.1. Define Sales Activity Types 155 4.4.1.2. Sales activity status group 158 4.4.1.2.1. Overall processing status of document 4.4.1.3. Define Sales Activity Reasons 159 4.4.1.4. Define Sales Activity Outcomes and Outcome Reasons 160 4.4.1.5. Define Sales Activity Descriptions 161 4.4.1.6. Define and Assign Number Ranges for Sales Activities 161 4.4.1.6.1. Number range in the case of internal number assignment 4.4.1.7. 4.4.2. Define Function-Related Authorization for Sales Activities Sales Summary 4.4.2.1. 5. 158 Define Reporting Views Material Management 5.1. Consumption-Based Planning 5.1.1. Plant Parameters 5.1.1.1. 5.1.2. Carry Out Overall Maintenance of Plant Parameters MRP Groups 162 162 163 163 164 164 164 164 166 5.1.2.1. Carry Out Overall Maintenance of MRP Groups 167 5.1.2.2. Define MRP Group for Each Material Type 168 5.1.3. Define Number Ranges for Planning Run 168 5.1.4. Master Data 169 5.1.4.1. Define MRP Controllers 170 5.1.4.2. Check MRP Types 170 5.1.4.3. Define Special Procurement Types 173 5.1.4.4. MRP Areas 176 5.1.5. 5.1.4.4.1. Activate MRP for MRP Areas 177 5.1.4.4.2. Define MRP Areas 178 Procurement proposals 179 5.1.5.1. Define Order Profile 179 5.1.5.2. Define Conversion of Planned Orders into Purchase Requisition 180 5.1.5.3. Define Conversion of Purchase Requisition into Purchase Order 181 5.1.6. 5.1.5.3.1. Indicator: Select all (reference to purchase requisition) 181 5.1.5.3.2. Indicator: Adopt all (assign and process requisition) 182 5.1.5.3.3. Indicator: Adopt all and save PO (assign and process PReq.) 182 Evaluation 5.1.6.1. Configure MRP List / Stock/Requirements List 182 5.1.6.1.1. Company-Specific Configuration (Customizing) 182 5.1.6.1.2. User-Specific Configuration 5.2. Purchasing 5.2.1. 182 183 185 Environment Data 186 5.2.1.1. Define Attributes of System Messages 186 5.2.1.2. Define Default Values for Buyers 187 5.2.1.2.1. Default value for info update indicator in purchase order printed by Ahmad Rizki 187 5 of 341 SAP – Customizing Guide 5.2.1.2.2. Indicator: Set acknowledgment requirement automatically 187 5.2.1.3. Define Tax Jurisdiction 188 5.2.1.4. Maintain Display Type for Date/Period 188 5.2.2. Material Master 189 5.2.2.1. Define Shipping Instructions 189 5.2.2.2. Define Purchasing Value Keys 190 5.2.3. 5.2.2.2.1. Number of days for first reminder/urging letter (expediter) 191 5.2.2.2.2. Order acknowledgment requirement 191 5.2.2.2.3. Under delivery tolerance limit 191 5.2.2.2.4. Over delivery tolerance limit 191 5.2.2.2.5. Indicator: Unlimited over delivery allowed 191 5.2.2.2.6. Shipping instructions 192 5.2.2.2.7. Minimum delivery quantity (percentage) 192 5.2.2.2.8. Standardizing value for delivery time variance 192 Vendor Master 5.2.3.1. Define Terms of Payment 192 193 5.2.3.1.1. Payment Block (Default Value) 194 5.2.3.1.2. Payment method 194 5.2.3.1.3. Indicator: No default for the base date 194 5.2.3.1.4. Indicator: Term for installment payment 194 5.2.3.1.5. Cash Discount Percentage Rate 195 5.2.3.1.6. Days from Baseline Date for Payment 195 5.2.3.1.7. Due Date for Special Condition 195 5.2.3.1.8. Additional Months for Special Condition (Term 1) 195 5.2.3.2. Check Incoterms 195 5.2.3.3. Define Text Types for Central Texts 196 5.2.3.4. Define Text Types for Purchasing Organization Texts 197 5.2.3.5. Vendor Hierarchy 197 5.2.3.5.1. Define partner determination for hierarchy categories 197 5.2.3.5.2. Uniqueness in the master data 199 5.2.3.5.3. Assign Account Groups 199 5.2.3.5.4. Vendor account group 199 5.2.3.5.5. Assign purchasing organization 200 5.2.3.5.6. Assign hierarchy category per order document type 200 5.2.3.6. Contact Persons 201 5.2.3.6.1. Define Standard Departments 201 5.2.3.6.2. Define contact person functions 202 5.2.3.6.3. Contact person – additional functions 203 5.2.4. Create Purchasing Groups 204 5.2.5. Maintain Purchasing Area 204 5.2.6. Purchasing Area Determination 205 5.2.7. Purchasing Info Record 206 5.2.7.1. printed by Ahmad Rizki Define Number Ranges 206 6 of 341 SAP – Customizing Guide 5.2.7.2. 5.2.8. Define Screen Layout 207 Source List 5.2.8.1. 209 Define Source List Requirement at Plant Level 5.2.8.1.1. Indicator: Source list requirement 5.2.9. Quota Arrangement 209 209 210 5.2.9.1. Define Number Ranges 210 5.2.9.2. Define Quota Arrangement Usage 211 5.2.10. RFQ/Quotation 212 5.2.10.1. Define Number Ranges 212 5.2.10.2. Define Document Types 213 5.2.10.3. Release Procedure for RFQs 215 5.2.10.4. Define Screen Layout at Document Level 216 5.2.10.4.1. Combination of field selection keys 216 5.2.10.4.2. Field selection key 217 5.2.10.5. Texts for RFQs/Quotations 5.2.10.5.1. 220 Define Text Types for Header Texts 220 5.2.10.6. Maintain Quotation Comments 221 5.2.10.7. Define Tolerance Limit for Archiving 221 5.2.11. Purchase Requisition 223 5.2.11.1. Define Number Ranges 223 5.2.11.2. Define Document Types 224 5.2.11.3. Processing Time 226 5.2.11.4. Release Procedure 226 5.2.11.4.1. Set Up Procedure Without Classification 227 5.2.11.4.2. Procedure with Classification 229 5.2.11.4.2.1. Edit Characteristics 230 5.2.11.4.2.2. Edit Classes 231 Set Up Procedure with Classification 232 5.2.11.4.2.3. 5.2.11.4.2.3.1. Release group 237 5.2.11.4.2.3.2. Release code 237 5.2.11.4.2.3.3. Release indicator 237 5.2.11.4.2.3.4. Definition: release strategy 238 5.2.11.4.2.4. Check Release Strategies 239 5.2.11.5. Define Screen Layout at Document Level 241 5.2.11.6. Texts for Purchase Requisitions 244 5.2.11.6.1. Define Text Types 244 5.2.11.7. Define Tolerance Limit for Archiving 245 5.2.11.8. Set Up Stock Transport Requisition 246 5.2.11.9. Set Up Authorization Check for G/L Accounts 246 5.2.12. Purchase Order 247 5.2.12.1. Define Number Ranges 247 5.2.12.2. Define Document Types 249 5.2.12.3. Set Tolerance Limits for Price Variance 251 printed by Ahmad Rizki 7 of 341 SAP – Customizing Guide 5.2.12.4. Release Procedure for Purchase Orders 252 5.2.12.4.1. Edit Characteristic 253 5.2.12.4.2. Edit Class 255 5.2.12.4.3. Define Release Procedure for Purchase Orders 256 5.2.12.4.4. Check Release Strategies 260 5.2.12.5. Texts for Purchase Orders 5.2.12.5.1. 261 Define Text Types for Header Texts 5.2.12.6. Define Tolerance Limit for Archiving 5.2.12.6.1. 262 262 Residence time 263 5.2.12.7. Set Up Stock Transport Order 264 5.2.12.8. Set Up Subcontract Order 266 5.2.12.9. Define Reasons for Ordering 267 5.2.12.10. Define Reasons for Cancellation 267 5.2.12.11. Set Up Authorization Check for G/L Accounts 267 5.2.12.12. Invoicing Plan 267 5.2.12.12.1. Invoicing Plan Types 268 5.2.12.12.2. Maintain Periodic Invoicing Plan Types 268 5.2.12.12.3. Maintain Partial Invoicing Plan Types 269 5.2.13. Contract 270 5.2.13.1. Define Number Ranges 270 5.2.13.2. Define Document Types 271 5.2.13.3. Release Procedure for Contracts 273 5.2.13.3.1. Edit Characteristic 274 5.2.13.3.2. Edit Class 275 5.2.13.3.3. Define Release Procedure for Contracts 276 5.2.13.3.4. Check Release Strategies 278 5.2.14. Scheduling Agreement 281 5.2.14.1. Define Number Ranges 281 5.2.14.2. Define Document Types 282 5.2.14.3. Release Procedure for Scheduling Agreements 284 5.2.14.3.1. Edit Characteristic 285 5.2.14.3.2. Edit Class 286 5.2.14.3.3. Define Release Procedure for Scheduling Agreements 286 5.2.14.4. Define Tolerance Limit for Archiving 5.2.15. Conditions 289 290 5.2.15.1. Automatic Document Adjustment 5.2.15.1.1. Control Document Adjustment 5.2.15.1.1.1. Control Purchasing Document Adjustment 290 291 291 5.2.15.2. Define Condition Control at Plant Level 291 5.2.15.3. Define Price Determination Process 293 5.2.15.3.1. Define Access Sequences 293 5.2.15.3.2. Define Condition Types 294 5.2.15.3.3. Define Limits 296 printed by Ahmad Rizki 8 of 341 SAP – Customizing Guide 5.2.15.3.4. Define Exclusion Indicators 297 5.2.15.3.5. Define Calculation Schema 297 5.2.15.3.6. Define Schema Group 299 5.2.15.3.7. Define Schema Determination 300 5.2.15.3.8. Define Transaction/Event Keys 301 5.2.15.3.9. Define Condition Exclusion 302 5.2.15.3.10. Maintain Condition Table 303 5.2.15.3.11. Extend Field Catalog for Condition Tables 304 5.2.15.3.12. System Enhancements 305 5.2.15.4. Scope of List for Conditions 306 5.2.15.4.1. Define Sequence 306 5.2.15.4.2. Define Scope-of-List Parameters 306 5.2.15.4.3. Assign to Conditions 307 5.2.16. Account Assignment 5.2.16.1. Maintain Account Assignment Categories 308 308 5.2.16.1.1. Account assignment can be changed at time of invoice receipt 310 5.2.16.1.2. Derive preliminary account assignment from G/L account 310 5.2.16.1.3. Debit delivery costs separately 310 5.2.16.1.4. Indicator: Consumption posting (Purchasing) 310 5.2.16.1.5. Account Modification 311 5.2.16.1.6. Indicator: Account assignment screen 311 5.2.16.1.7. Special stock indicator 312 5.2.16.1.8. Default distribution indicator (multiple account assignment) 312 5.2.16.1.9. Goods receipt indicator 312 5.2.16.1.10. Goods receipt indicator binding 312 5.2.16.1.11. Goods receipt, non-valuated 312 5.2.16.1.12. Good receipt non-valuated (binding) 313 5.2.16.1.13. Invoice receipt indicator 313 5.2.16.1.14. Invoice receipt indicator binding 313 5.2.16.1.15. Default distribution indicator (multiple account assignment) 313 5.2.16.1.16. Default partial invoice indicator (multiple account assgt.) 314 5.2.16.1.17. Indicator: Required (mandatory) entry 314 5.2.16.1.18. Indicator: Optional entry 314 5.2.16.1.19. Indicator: Display field 314 5.2.16.1.20. Hide field 315 5.2.16.1.21. Asset 315 5.2.16.1.22. Order 315 5.2.16.1.23. Profit Center 315 5.2.16.1.24. Network 316 5.2.16.1.25. Project 316 5.2.16.1.26. Cost of Sales 316 5.2.16.2. Define Combination of Item Categories/Account Assignment Cat 317 5.2.16.3. Set Subscreen for Account Assignment (Coding) Block 317 printed by Ahmad Rizki 9 of 341 SAP – Customizing Guide 5.2.16.3.1. Maintaining SAP subscreens 319 5.2.16.4. Assign Default Values for Asset Class 320 5.2.17. Define Default Values for Document Type 320 5.2.18. Messages 321 5.2.18.1. Texts for Messages 321 5.2.18.1.1. Define Texts for Purchase Order 321 5.2.18.1.2. Define Texts for Purchasing Organization 322 5.2.18.2. Forms (Layout Sets) for Messages 322 5.2.18.2.1. Adjust Form for Purchasing Documents 322 5.2.18.2.2. Assign Form and Output Program for RFQ 323 5.2.18.2.3. Assign Form and Output Program for Purchase Order 324 5.2.18.3. EDI 325 5.2.18.3.1. Set Up Partner Profile 326 5.2.18.3.2. Profiles for Sending Stock/Sales Data 327 5.2.18.4. Output Control 5.2.18.4.1. 328 Tips for Fast Message Determination Setup 328 5.2.18.4.1.1. Setting up the Message Determination Process: Options 328 5.2.18.4.1.2. Message determination deactivated 328 5.2.18.4.1.3. Message determination activated 329 5.2.18.4.1.4. Adopt standard setting 329 5.2.18.4.1.5. Include new message type 329 5.2.18.4.1.6. How is the printer determined for message output purposes? 329 5.2.18.4.2. Condition Tables 329 5.2.18.4.2.1. Define Condition Table for Purchase Order 5.2.18.4.3. 330 Access Sequences 332 5.2.18.4.3.1. Define Access Sequence for Purchase Order 5.2.18.4.4. 332 Message Types 333 5.2.18.4.4.1. Define Message Types for Purchase Order 5.2.18.4.5. 334 Message Determination Schemas 336 5.2.18.4.5.1. Define Message Schema for Purchase Order 5.2.18.4.6. 337 Partner Roles per Message Type 338 5.2.18.4.6.1. Define Partner Roles for Request for Purchase Order 338 5.2.18.4.7. Assign Output Devices to Purchasing Groups 339 5.2.18.4.8. Fields Relevant to Printouts of Changes 339 In this section, you define application-independent system settings. These settings are a prerequisite for handling all business transactions. printed by Ahmad Rizki 10 of 341 SAP – Customizing Guide Set Countries Define Countries You must include all countries with which your company has business relationships. You need the following information for each country: General data Foreign trade characteristics Further test data This data is then checked during master data maintenance. Standard settings In the SAP standard delivery system, all countries are defined according to the international ISO standard. SAP recommendation SAP recommends that you use the ISO standard for your additional entries. If your entries do not correspond to the ISO standard, you cannot implement data exchange in international communication (e.g. payment transactions with banks). Activities 1. Check that the country entries are complete. 2. Add the missing countries, if necessary. 3. Use the ISO standard for your entries. 4. For each country, maintain the associated detail screen. In the detail screen you must, for example, create test data. printed by Ahmad Rizki 11 of 341 SAP – Customizing Guide Set country–specific checks For all countries with which your company maintains business relationships, you must include rules for checking the following data: Bank data Postal data Control data This data is then checked during master data maintenance. Standard settings In the SAP standard delivery system, all countries are defined according to the international ISO standard. SAP recommendation SAP recommends that you use the ISO standard for your additional entries. p...
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