SAP S/4HANA Sales Configuration

• These notes cover various configuration settings and processes within SAP S/4HANA Sales.
• The focus is on settings related to sales orders, pricing, delivery, and organizational structure.

Material Availability Check

• If the "Without Replenishment Lead Time" indicator is not set in the scope of availability check configuration, the ordered quantity may be completely confirmed on the required date despite partial stock.

Text Determination

• To automatically copy a header text from the sold-to party to a sales order (if not in quotation) in the sold-to party language:
  • Include the text type with an access sequence in the text determination procedure.
  • Set the partner function language to "sold-to party" in the access sequence.
  • Assign the text determination procedure to the sales document type.

Multiple Address Handling

• Address determination can be configured at the origin and souce of the partner function.
• Address determination can also be configured at the address usage of the business partner

Plant Assignment

• A new plant is assigned to the distribution channel to become an allowed delivering plant for sales orders.

Shipping Point Determination

• The shipping point is determined by:
  • Shipping conditions.
  • Plant.
  • Loading group.

Pricing Element

• A condition type uses a calculation type and scale base type.

Outline Agreement

• Scheduling agreements contain details of confirmed material quantities and delivery dates.

Material Substitution

• Automatic material substitution for unavailable materials happens by the use of a material determination record with a substitution reason.

Freight Charge Distribution

• Distribute freight charges among items based on net value by assigning a group condition routine to the freight charge.

Complex Pricing Scenarios

• Complex pricing scenarios can be set up using requirements.
• Complex pricing scenarios can be set up by adding new fields for pricing.

Outline Agreement Material Determination

• Material is determined from the item category for a value contract.

Service Item Characteristics

• In a sales order, a service item does not need Delivering Plant field filled.

Invoice List Process

• Key characteristics of the invoice list process include:
  • Sending the payer a single invoice list instead of individual invoices.
  • Creating an invoice list at specified time intervals or on specific dates.

Process Flow Characteristics

• Key characteristics of the SAP S/4HANA process flow include:
  • Color coding to indicate document status.
  • Direct navigation to applications for issue resolution.

Credit Memo Prerequisites

• Prerequisites for creating a credit memo based on a credit memo request include:
  • Copying control between the sales document and the billing document.
  • The Billing Block field in the credit memo request must be empty.

Condition Exclusion Indicator

• The condition exclusion indicator can be set for condition types and condition type groups.

Condition Type Description Change

• You can change the default description of a condition type for selected condition records using:
  • The Manage Prices – Sales app.
  • The Change condition (VK12) transaction.

Complete Sales Document Saving:

• Ensure only complete sales documents are saved by setting the Dialog Message for Incompletion flag in the configuration for the relevant sales document types.

Condition Record Contents

• Every condition record must contain a validity period.
• Every condition record must contain a scale.

Sold-to Party Text Control

• The text determination procedure controls whether later changes to sold-to party texts are visible in the sales order.

SAP Smart Business Characteristics

• Key characteristics include:
  • Supporting an exception-based working model.
  • Combining real-time insights with analytics and transactional follow-up activities.
  • Visualizing KPIs and defining target thresholds.

Partial Delivery Setup

• Enable partial deliveries while minimizing the number of deliveries by setting "Order Combination" to allowed in the order header.

Outbound Delivery Settings

• To create and goods issue an outbound delivery for a stock material:
  • Define the goods movement type in the delivery item category.
  • Set the order item category to be relevant for delivery.
  • Set the schedule line category to be relevant for delivery.

Outbound Delivery Processing

• The shipping point supports processing and monitoring of outbound deliveries.

Backorder Processing Confirmation Strategies

• Confirmation strategies for backorder processing include:
  • Drop.
  • Gain.
  • Redistribute.
  • Fill.

Material Listing Procedure Assignment

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

Special Price Configuration

• Implement a special price that ignores all applicable discounts by creating a condition record for a customer-specific price.

Material Display Configuration

• Having the same material twice: once in the main item and once in the sub-item can be caused by the free goods function and/or the item proposal function.

Billing Document Creation

• Differences between the Create Billing Documents (VF04) transaction and the Create Billing Documents – Billing Due List Items app:
  • The appenables a user to block the automatic posting of billing documents.
  • Transaction VF04 enables a user to simulate the creation of multiple billing documents.

SAP S/4HANA App

• SAP Smart Business delivers exception-based processing, combining analytics with follow-up actions to resolve issues.

Billing Configuration

• The following organizational units must be configured to use billing as part of the sales process:
  • Company code.
  • Sales organization.

Billing Plan Use Case

• Milestone billing is a usage case for a billing plan type.

Missing Partner Function

• A system message indicating a missing business partner of a specific partner function when saving a sales order can be caused by the ship-to party (SH).
• A system message indicating a missing business partner of a specific partner function when saving a sales order can also be caused by the sold-to party (SP).

Value Contract Material Management

• Control which materials can be released for a value contract by assigning an assortment module to the value contract.
• Control which materials can be released for a value contract by assigning product hierarchy to the value contract.

Organizational Unit Assignments

• Mandatory SAP S/4HANA Sales organizational unit assignments include:
  • Division to sales organization.
  • Plant to combination of sales organization and distribution channel.

Free Goods Allocation

• When allocating free goods using a determination record, the following influence item category determination for the free-of-charge item:
  • Item category of the higher-level item.
  • Item category usage provided by the ABAP code.
  • Item category group from the material master.

Payer Information

• Payment terms come from the payer.
• Billing address comes from the payer.

Goods Issue Effects

• Posting the goods issue during a sales process results in:
  • Delivery requirements in material planning are updated.
  • The billing document can now be created.
  • The document flow is updated.

Decision Table Processing

• Decision table processing in SAP S/4HANA output management evaluates the content of condition column cells by using comparison operators or value ranges.

Sales Order Fields

• Sales order fields that would prevent multiple sales orders in outbound deliveries include
  • Plant.
  • Incoterms.
  • Ship-to party.

Automatic Pricing Setup

• To set up automatic pricing in a sales order:
  • Set up condition types and assign them to the relevant pricing procedure.
  • Set up condition tables and assign them to the relevant access sequences

Business Partner Categories

• Business partner categories to create customer master records:
  • Company
  • Organization

Billing Document Copying

• The following can be configured in copying control for billing documents:
  • Update document flow
  • Update pricing

Sales Discount

• The following can be used to evaluate sales discount condition records:
  • Pricing reports
  • Manage Prices – Sales app

Organizational Structure

• The distribution channel can be used to model various strategies to supply customers with goods and/or services.

Condition Technique

• The condition technique are based on these functions:
  • Free goods
  • Account determination
  • Partner determination

Item Category Determination:

• When determining the item category in a sales document, you need to consider the material master data and the higher-level item.

Material Master Field

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

Billing Type Configuration

• You can configure the reference mandatory indicator.
• You can configure the billing type for cancellation.

Delivery Item Category

• When configuring a new delivery item category, you have to decide whether a storage location should be determined.
• When configuring a new delivery item category, you have to decide whether over-delivery is allowed.

Sales Order

• Features of the Sales Order Fulfillment Issues app include:
  • Icons and colors represent different issue types.
  • The app monitors sales orders in critical stages and efficiently addresses issues.

Sales Document Types

• Characteristics of the Delivery Free of Charge (FD) and Subsequent Delivery Free of Charge (SD) sales document types:
  • Documents of both document types can use the same item category.
  • A Subsequent Delivery Free of Charge has to be created with reference to a preceding document.

Incompleteness Procedures

• Incompleteness procedures can be assigned to:
  • Partner function.
  • Schedule line category.
  • Item category.

Partner Determination Procedures

• Partner determination procedures are assigned to:
  • Account group.
  • Delivery type.

Delivering Plant Determination

• Master data sources to automatically determine the delivering plant for a sales order item:
  • Customer material info record.
  • Material master.
  • Sold-to party.

Product Delivery

• Settings that are required to be able to deliver a product:
  • Set the Item Relevant for Delivery indicator in the item category.
  • Set the Schedule Lines Allowed indicator in the item category.

Delivery Types

• The reference mandatory setting differes between Free of Charge Delivery (FD) and Subsequent Delivery Free of Charge (SD)

Schedule Line Category Configuration

• You can configure delivery relevance.
• You can configure the goods movement type.

Confirmed Delivery Date Calculation

• The confirmed delivery date in a sales order is calculated using:
  • Transit time of the route.
  • Loading time of the shipping point.

PDF Document

• When SAP S/4HANA output management successfully issues an output, the rendered PDF document is stored in the KPro archive.

Sales Document

• You can limit the choice of order reasons for a sales document by assiging the permitted order reasons to the relevant sales document type.

Output Management Channels

• SAP S/4HANA output management supports the following channels:
  • Print
  • Fax
  • E-mail

Customer Master

• With the creation of a business partner, allocation of the business partner number is controlled by a number range assigned to business partner grouping.

Delivery-Related Billing

• The default billing type to be used for delivery-related billing is configured in the delivery type.

Customer Master

• Reduce customer master data maintenance by using customer-vendor integration.
• Reduce customer master data maintenance by using the common master data concept.

Material Type

• To ensure that the components automatically appear as sub-items in the order you need to set the structure scope in the item category of the main item

Sales Processing

• The cash sales process and the rush order process have in common the immediate delivery setting.
• The cash sales process and the rush order process also have in common the billing type.

Finance Setup

• 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 Setup

• When an outbound delivery is created for a sales order, the system determines the default delivery type to be used from the sales order type.

Customer Quotation

• You want to ensure the entire quotation is always included in the order by the copying control

Condition Type

• You need to set up condition type K029 as a group condition so it meets this requirement.

Sales Processing Logic

• The following options will ensure there are no changes to SAP-delivered objects:
  • Business transaction event (BTE)
  • Customer exit
  • Enhancement point

Warehouse Number

• he system determine the warehouse number in an order-to-cash process by its link to a combination of plant and shipping point .

Sales Order Partner

• The following can be the origin of a partner in a sales order:
  • Customer hierarchy
  • Preceding condition contract

Scheduling

• The following setting should be made to ensure precise scheduling is used when the system performs delivery scheduling:
  • Assign a set of working times to the shipping point.
  • Maintain shifts defining the times for starting and ending work.
  • Assign a shift sequence to the working times.

Organizational Structure

• Organizational structure the following assignments are possible:
  • Assign multiple loading points to a plant.
  • Assign a plant to multiple sales organizations/distribution channels.
  • Assign multiple plants to one company code.

Sales Document Record

• The characteristics of the process where new fields are copied from a customer master record to a sales document in SAP S/4HANA:
  • Fields are copied from the customer master tables to the sold-to party, ship-to party, bill-to party or payer views using a user exit.
  • Fields are moved from the sold-to party, ship-to party, bill-to party or payer views to the sales order tables using a user exit.

Storage Location Determination

• When determining a storage location during delivery processing, the system use a rule define in the outbound delivery item category

Delivery Item Category

• The following fields are used to determine the delivery item category:
  • Higher-level item category
  • Item category group
  • Delivery type