SAP EN SD 2021 Business Partner Setup

SAP SD 2021

Business Partner Number Allocation

• Allocation of business partner number is controlled by a number range assigned to the business partner category.

Prerequisites for Billing

• A sales document type configured to be billing relevant is required.
• An order item category configured to be billing relevant is required.
• A billing document request for which a goods issue was posted is required.
• A delivery type for which the invoicing date was determined is required.

Backorder Processing

• Confirmation strategies that can be selected during backorder processing are: Fill, Gain, Drop, and Redistribute.

Freight Charge Distribution

• To automatically distribute a freight charge among items in a sales order, set the condition index indicator for the freight charge.

Billing Plan Type

• A use case for a billing plan type is milestone billing.

SAP S/4HANA Apps

• SAP S/4HANA apps that deliver exception-based processing, combining analytics with follow-up actions to resolve issues are: SAP S/4HANA embedded analytics, SAP Smart Business, and Factsheets.

Sales Order Fulfillment

• When a user creates a sales order with reference to a quotation, the header text must be automatically copied from the sold-to party if it cannot be found in the quotation.
• To achieve this, assign the text determination procedure to the sales document type, and ensure that the access sequence reads the sold-to party text first.

Condition Contracts

• To settle a condition contract, the following settlement types can be used: Delta settlement, Periodic settlement, Partial settlement, Final settlement, and Invoice settlement.

Material Availability Check

• The material availability check can be performed based on the plant, ship-to party, incoterms, and delivery date.

Sales Order Item Fields

• Fields that prevent multiple sales orders from being included in one outbound delivery are: plant, ship-to party, and delivery date.

SAP S/4HANA Sales and Finance

• The link between SAP S/4HANA Sales and SAP S/4HANA Finance is set up via a unique assignment of a sales organization to a company code.

Sales Order Fulfillment Issues App

• Features of the Sales Order Fulfillment Issues app include:
  • Process flow to resolve issues quickly
  • Icons and colors to represent different types of issues
  • Monitoring of sales orders in critical stages

Shipping Point Determination

• Fields used in the determination of the shipping point are: plant, shipping condition, and delivery type.

Price Management

• To maintain a special sales price for a material, use the Manage Prices - Sales app or the Create condition with template transaction (VK14).

Discounts

• To exclude specific discounts from a sales order, set the exclusion indicator in the condition records for the discounts.

BRF+ Output Management

• Channels supported by BRF+ Output Management are: ALE, Email, FAX, Print, and XML.

Cash Sales Process

• The output representing the customer invoice is produced from the billing document in the cash sales process.

Billing Type

• Configurable settings in a billing type include: billing type for cancellation, reference mandatory indicator, item number increment, and default delivery type for billing.

Service Items

• A characteristic of a service item in a sales order is that the sales price is determined from the service master record.

Delivery Item Category

• Decisions to be made when configuring a new delivery item category include:
  • Whether the route should be redetermined
  • Whether packing information should be entered
  • Whether over-delivery is allowed
  • Whether a delivery should be split by warehouse number

Text Control

• The access sequence determines the copying of a text from a source text object into another text type.

Outline Agreements

• For a value contract, the material is determined from the item category.

Billing Prerequisites

• Prerequisites for billing are:
  • A sales document type configured to be billing relevant
  • A delivery type for which the invoicing date was determined
  • A billing document request for which a goods issue was posted
  • An order item category configured to be billing relevant

Schedule Line Category

• Controls that can be set when configuring a schedule line category include:
  • Delivery relevance
  • Create delivery group
  • Goods movement type
  • Structure scope

SAP HANA Sales Organizational Unit

• Mandatory assignments in SAP HANA sales organizational unit are:
  • Plant to combination of sales organization and distribution channel
  • Sales office to sales area

Customizing Sales Processing

• Options to ensure no changes to SAP-delivered objects when changing standard sales processing logic are:
  • Modification
  • Business transaction event (BTE)
  • Enhancement point
  • Customer exit

Partner Functions

• Partner functions that can cause a system message that a business partner is missing are:
  • Ordering party (1)
  • Invoicing party (11)
  • Sold-to party (SP)
  • Ship-to party (SH)

Core Data Services (CDS) Views

• Characteristics of CDS views are:
  • Can be combined with the analytical engine of embedded BW for advanced reporting options
  • Provide a dedicated persistency layer for reporting
  • Are fully integrated into the ABAP development environment

Confirmed Delivery Date

• Time components used to calculate the confirmed delivery date in a sales order are:

  • Pick/pack time of the warehouse number
  • Loading time of the shipping point
  • Transit time of the route
  • Transportation lead time of the forwarding agent### Condition Table

• Each table row may contain multiple condition column cells but only one result column cell.

• Condition column cells can be evaluated using comparison operators or value ranges.

• Condition columns are processed in sequence, and every row is processed from top to bottom.

Text Determination

• A header text must be automatically copied from the sold-to party when creating a sales order with reference to a quotation.
• Assign a text type to the sales document type and include the text type with an appropriate access sequence in the text determination procedure.

Texts Copied from Sold-to-Party

• Texts are copied from a sold-to-party to a sales order.
• The object that controls the behavior of not showing later changes to the sold-to-party texts is the text determination procedure.

Organizational Structure

• The organizational structure element used to model supply strategies is the distribution channel.

Configuration

• The down-payment process can be configured by setting up the settlement type with a corresponding billing rule and setting up the date proposal with a corresponding billing rule.
• In the copying control tool, you can set up the billing type for cancellation and update document flow.

Condition Type

• To set up a condition type so that it can only be entered manually in a sales order, you can set up the condition type without an access sequence, set the manual entries indicator, or set the manual indicator for the condition type in the pricing procedure.

SAP S/4HANA

• SAP S/4HANA combines Online Transaction Processing (OLTP) and Online Analytical Processing (OLAP) on a single platform.
• Direct results of this combination include the elimination of the need for Extract, Transformation, and Load (ETL) activities and the use of real-time data.

Materials Release

• To manage which materials can be released for a value contract, you can set up the dependent profitability segment for the value contract or assign a life cycle profile in copying control.

Delivery Free of Charge

• The setting that differs between Free of Charge Delivery (FD) and Subsequent Delivery Free of Charge (SD) is the requirement for a mandatory reference to a sales document.

Route Determination

• The field from the material master used in route determination is the transportation group.

Partial Deliveries

• To enable partial deliveries for a sales order, you can set the appropriate delivery block in each order item.

Payment Information

• Payment terms and billing address are information that comes from the payer.

Billing Documents

• Documents that can only be created with reference to a billing document are preliminary billing documents and invoice correction requests.

Sales Organizations

• Assigning sales organizations to company codes builds integration between SD and FI.
• Each sales organization can be assigned to several company codes.

Pricing Procedure

• Elements necessary to determine the pricing procedure in a sales document are the document pricing procedure, customer pricing procedure, and sales area.

SAP S/4HANA Embedded Analytics

• The technology used to support SAP S/4HANA Embedded Analytics is CDS views (Core Data Services).

SAP Smart Business

• SAP Smart Business provides key performance indicator (KPI) visualizations, an exception-based working model, and combines analytics with actions to solve issues.

Discounts

• To set up a discount with a scale value, you need to set up the condition type as a header condition or group condition.

Incompleteness Procedures

• Incompleteness procedures can be assigned to elements such as schedule line categories, partner functions, and business partner categories.

Material Master

• Fields used to determine the delivery item category are the shipping point, item category group, and delivery type.

Rush Order Process

• The rush order process differs from the standard order process in that an outbound delivery is created automatically.

Material Determination

• Master data sources used to determine the delivering plant automatically are the material determination, customer material info record, and material master.

Material Listing

• A material listing procedure is assigned to the sales area, document pricing procedure, and customer pricing procedure.

BRF+ Output Management

• When BRF+ Output Management successfully issues an output, the rendered PDF document is stored in the KPro archive.

Billing

• Organizational units that must be configured for billing are the sales organization and company code.

Shipping Costs

• To enter special shipping costs in delivery documents, you need to determine a suitable pricing procedure and ensure that sales prices and discounts are copied to the delivery.

Field Reference Groups

• Elements assigned to field reference groups to influence the status of fields in the material master are the plant, industry sector, and sales organization.

Billing Plan Type

• A billing plan type is used for milestone billing.

Supply Chain Unit

• The supply chain unit is used to model supply strategies.

Delivery Type

• The system determines the default delivery type to be used from the sales order item category.

Material Exclusion

• A material exclusion procedure is assigned to the sales item category.

Incompletion Flag

• To configure that only complete sales documents can be saved, you need to set the dialog message for incompletion flag in the configuration of all sales document types.

Storage Location

• The system uses a rule defined in the shipping point to determine the storage location during delivery processing.

Automatic Pricing

• To set up automatic pricing in a sales order, you need to set up the pricing procedure and assign it to the relevant sales document type, and set up condition types and assign them to the relevant pricing procedure.

Material Determination

• To automatically supply customers with another material if the ordered material is not available, you need to create a material determination record with an appropriate substitution reason.

Invoice List

• Characteristics of an invoice list process are that the payer receives a single invoice list instead of individual invoices, and you must set up a periodic billing plan for the invoice list creation.

SAP S/4HANA Process Flow

• Characteristics of the process flow in SAP S/4HANA are that it supports direct navigation to applications, and uses color coding to indicate the status of a document.

Order Reasons

• To limit the choice of order reasons for a sales document, you need to assign the permitted order reasons to the relevant sales organization.

Free Goods

• Elements that influence how the item category is determined for the free goods item are the item usage assigned to the discount condition type, and the item category group from the material master.### SAP SD 2021

• In an outbound delivery document, the item only contains information about plant, picking information, and status information.

SAP Smart Business

• Combines real-time insights with analytics and transactional follow-up activities.
• Every transaction code used in SAP Smart Business can be linked to a unique URL.
• Key performance indicators (KPIs) are visualized and target thresholds can be defined.
• Supports an exception-based working model.

Service Item in a Sales Order

• Has no schedule line.
• The sales price is determined from the service master record.
• The requested delivery date is set to the current date.
• The material of the service item has a specific item category group.

Outline Agreement

• A scheduling agreement contains details of confirmed material quantities and delivery dates.

Customer Master Data Maintenance

• Using the common master data concept reduces maintenance effort for customer master data.
• Using the customer-vendor integration reduces maintenance effort for customer master data.
• Using the common view concept for master data reduces maintenance effort for customer master data.
• Using the business partner roles reduces maintenance effort for customer master data.

Business Partner Number Allocation

• Allocation of the business partner number is controlled by a number range assigned to the account group.

Warehouse Number Determination

• The system determines the warehouse number in an order-to-cash process by linking it to a combination of a plant and a shipping point.

Partner Origin in Sales Order

• The origin of a partner in a sales order can be a general value contract.
• The origin of a partner in a sales order can be a customer hierarchy.

Transaction Create Billing Documents (VF04)

• With the help of transaction VF04, a user can simulate the creation of multiple billing documents.
• The Create Billing Documents - Billing Due List Items app allows a user to set default billing blocks for sales documents.

Business Partner Categories

• Person and organization are business partner categories that can be used to create customer master records.