SAP Sales: Key Elements and Document Levels

Elements of a sales area

• A sales area consists of:
  • Sales Organization
  • Distribution Channel
  • Division

Levels in a sales document

• The three levels of a sales document are:
  • Sales document header
  • Item
  • Schedule line

Sources of information for document data in Sales

• Master data and customizing are possible sources

Linking SAP business partner and customer master data

• Customer-Vendor Integration must be set up

Deriving incoterms in a sales order

• The sold-to party derives the incoterms in a sales order

Customer-Vendor Integration

• Setting up an Account Group/Number Range Mapping is necessary

SAP Business Partner

• The SAP Business Partner is uniquely assigned to one business partner category

Sales document type control

• A sales document type controls:
  • The number assignment
  • The default billing type
  • The default delivery type

Requested Delivery Date

• The requested delivery date results from the settings in the sales document type

Item Category Control

• The item category controls whether pricing and billing is carried out

Bill-of-material (BOM)

• When determining sub-items, the system must know the item category of the higher-level item

Determining an Item Category

• An item category can be determined by:
  • Sales document type
  • Item category group
  • Item usage
  • Item category of the higher-level item

Schedule Line Category

• The schedule line category controls the goods movement type and delivery relevance

Schedule Line Categories

• A schedule line category can be used even if you do not deliver goods, just like for any service item

Determining the Schedule Line Category

• The item category and MRP type can be used to determine the schedule line category

Blocks on Sales Order

• You can set a billing block on order header and item level
• Delivery blocks can be set on the order header and schedule line level

Defining Business Data at Item Level

• Allows creation of documents with different business data at the header and item level

Cancelling an Order

• A reason for rejection must be assigned

Limiting Choices for Reason for Rejections

• Assign reasons to specific sales document types and sales organizations

Explore the key components of a sales area in SAP, including Sales Organization, Distribution Channel, and Division. Understand the three levels of a sales document: header, item, and schedule line. Learn about master data, customizing, Customer-Vendor Integration, and sales document types.