Determine Pricing by item category Not all items are relevant for pricing. The standard requirement in pricing procedure checks if the item is relevant for pricing . If this switch in the item category is set to blank, then the line items will not be relevant for pricing. An item category controls the overall behavior of an item. Item category describes below point. !. ". #. %.
The item is pricing relevant or not. Is item relevant for delivery or not. Is item relevant for billing or not. Is it a free item, te$t item . It also help to determine the sales document type.
Step-1 • •
Step-2
&nter Tcode '()' in command field. &nter *ricing flag in pricing field.
&nter +tatistical value lank,,. +tatistical (alue flag control an item in the sales documents in three ways. /opy item to header totals. !. No cumulation - values cannot be used for statistical purposes 0item value will not copied into header totals1 ". No cumulation - values can be used for statistical purposes 0item value will not copied into header totals1
Step-3
/lick on +ave
utton.
All About Tax Determination Procedure in SAP SD +A* uses /ondition 2ethod technique to calculate ta$es 0e$cept 3ithholding Ta$1 Ta$1 in the system. Ta$ /alculation *rocedures 0defined in the system1 system1 together with the Ta$ /odes are used in calculating the amount of ta$. The Ta$ /ode is the first step in the ta$ calculation procedure. The Ta$ code describes following • • • •
Tax type 0Ta$ Type can be defined by T-code 4'()1. Amount of ta$ calculated 5 entered. GL account for ta$ posting. /alculation of additional tax.
&ach country has a specific Ta$ *rocedure defined in the standard system. A Ta$ calculation procedure contains the following fields6 • •
•
Steps 7 It determine the sequence of lines within the procedure. Condition Types 7 Indicates how the ta$ calculation model will work 0whether the records are for fi$ed amount or percentages and whether the records can be processed automatically.1 e!erence Steps7 +ystem obtains the amount5value it uses in its calculation 0e.g. the base amount1.
•
Account"Process #eys 7 *rovide the link between the ta$ procedure and the 89 accounts to which ta$ data is to be posted. This helps in automatic ta$ account assignments. To enable this automatic assignment, there is a need to define the following6 o
Posting $eys 0unless there is a specific requirement, it will be sufficient to use the 89 posting keys6 :ebit6 #;, /redit6 %;1. ules to determine on which fields the account determination is to be based 0such as the ta$ code or country key1.
Step-1 Tax Category Ta$ /ategory is used to group and manage similar product ta$ rates or service ta$ rates. Ta$
Step-1%2
. &nter Ta$ /ategories ,Ta$ class and description. !. /lick on save button.
A 2essage =:ata was saved = is displayed.
Step-2 De!ine Tax Types Step-2%1
. &nter T-code - '() in the command field. !. /lick on new entries button.
Step-2%2 &nter Ta$ country 5 +equence 5 ta$ category and save the data .
Step-3 Assign t&e plant !or Tax Determination% Step-3%1
. &nter T-code '; in the command field. !. /lick on New entries utton.
Step-3%2
. &nter *lant 5 Name. !. &nter country code 5 city code. +ave the data.
Step-' De!ine t&e (aterial Taxes% . &nter T-code '()# in the command field. !. /lick on New &ntries utton.
Step-'%2
• •
&nter Ta$ category 5 Ta$ classification and description. +ave the data.
Step-) De!ine t&e Tax Determination Step-)%1
. &nter T-code ()! in the command field. !. &nter condition type .
Step-)%2 +elect :omestic ta$es.
Step-)%3
. &nter /ountry 5 customer ta$ class 5 material ta$ class. !.
Step-)%'
&nter /ustomer Ta$ class52aterial Ta$ class 5 amount 5 validity period and ta$ code.
+ave the record.
All about Text Type *ac$ground
Te$t is a small piece of formatted or unformatted te$t that is used to show or store information in 2aster data and Transaction data. >or e$ample, a temperature sensitive material 0 a medicine which needs low temperature storage area1 needs to be kept under free?ing temperature. 'ne can configure a te$t field in +ales :ocument with specific comments such that on sale of any such product , customer is informed to to store the medicine in refrigeration. This Te$t is known as @(aterial Sales Text .
Text Types
&ach te$t item 0 @2aterial +ales Te$t 1 in the e$ample above is called a Text Type . It internally contains a Text +D. These are configured in the Text Types section. Te$t can be defined for• • • •
/ustomer +ales document :elivery illing
Step-1
. &nter T-code ('TN in command field. !. +elect sales B distribution radio button of customer block. ". /lick on change button.
Step-2
. +elect te$t procedure node. !. /lick on New &ntries button.
Step-3
. +elect te$t-procedure node. !. &nter Te$t-procedure and its description. ". /lick on save button.
Step-'
. +elect Te$t IdCs in te$t-procedure node. !. &nter +eqNo 5 I: 5 I: description.
Step-)
. +elect Te$t procedure assignment. !. Assign te$t procedure to customer account group.
Step-,
/lick on save button. A message =:ata was saved= will be displayed.
+tem Category Determination *ac$ground
Item category controls the item behavior .e.g. Item category define that item is relevant for illing or *ricing. The item category in the sales document depends on the sales document type and the material. Item /ategory :etermination is done by T-code 4('(#. There are 2any +tandard Item /ategories provide by +A*, +ome of them is below+tem Categories TAN TA TA+ TA: TAT TANN
Description +tandard Item Individual *urchase 'rder Third *arty Item +ervice Te$t Item >ree 'f /harge
A> A8
Inquiry Item Duotation Item
Step-1
. &nter T-code ('(# in /ommand >ield. !. A list of e$isting item category displayed. ". To /reate a New item category click on New &ntries
utton.
Step-2
To /reate New Item /ategory ,&nter following data • • •
•
+ales :oc. type. Item cat. group. Item category 0:efault item category,this can be overridden with manual item category value1. 2anual item category 0if business demands,we can add manual item category to override default item category1.
ote . :efault item category will be picked up automatically for sales document type in which itCs define. 2anual Item /ategory can be used in place of default item category '< we can replace default item category in sales document with allowed manual item category. e.g. :efault item category0 TA!1 can be replaced with 2anual item category 0TA*,TAD,TANN1.
Step-3
/lick on +ave
utton.
A 2essage =:ata 3as +aved = displayed as below -
All About Condition /xclusion Group *ac$ground
In any normal situation there could be more than one condition type in a pricing procedure offering a discount to a customer. +hould the discounts be automatically determined, there is the risk that the customer will receive all the relevant discounts and thus purchase the product for a lower price than he should. y using Econdition e$clusion groupsF you can ensure that the customer does not receive all the discounts, but instead only receives the best of the available discount condition types. T-code-'(". Step-1
. &nter T-code '(" in command field.
!. /lick on New &ntries button.
+tep-2 . &nter /ondition e$clusion group code and name. !. /lick on save button.
A message =:ata was saved = will be displayed. Assign Condition Types to /xclusion Group . Step-1
. &nter T-code '("! in command field. !. /lick on New &ntries utton.
Step-2
. Assign &$clusion group to /ondition type. !. /lick on save button.
Assign /xclusion group to Procedure% Step-1
. !. ". #.
&nter T-code (')G in command field. +elect *rocedure . +elect &$clusion Node. /lick on save button.
Step-2
There are H condition e$clusion groups available as below6 A6 est condition between condition types 6 est condition within the condition type /6 est condition between two e$clusion groups :6 &$clusive &6 9east favorable within the condition type >6 9east favorable between the two e$clusion groups 96 9east favorable between condition types
3hen you set up the e$clusion group as above, when you create an order in (A; the condition );;H gets deactivated when user enters value for condition .
Accounting #ey A condition type writes its value to a key established in the configuration outside the pricing procedure. That key is called the Account )ey, which is a table entry that tells the pricing procedure where to copy calculated condition values. The accounting key enables the system to post amounts to certain types of revenue account. >or e$ample, the system can post freight charges 0generated by the freight pricing condition1 to the relevant freight revenue account.
Step-1 Creating Accounting #ey
. &nter T-code '("# in command field. !. /lick on New &ntries button.
Step-2
. &nter Accounting key and name. !. /lick on save button.
A message =:ata was saved= will be displayed.
Guide to Credit (anagement in SAP /redit 2anagement is a process in which /ompany sells a product 5 service to customers on credit basis. The company collects payments from customer at a later time , after sale of product. The amount of credit fi$ed by a company for a customer is called credit limit. The customer can *urchase the product from a company within the credit limit, and when the credit limit is crossed, order is blocked by the system. /xample- /onsider a /ompany creates a credit limit for /ustomer of !;;,;;;. /ustomer can purchase the product from the company on credit till the credit limit !;;,;;; is reached./ustomer gives an 'rder of amount ;;;;;. Again /ustomer gives an 'rder ! of the amount ,%;;;;. Now, the total open order crosses credit limit of a customer.'rder ! is blocked by the system due to credit limit reached.
Jere customer ordered a total of
. Simple credit c&ec$. +imple /redit /heck 0 (alue of all 'pen Items (alue of the /urrent +ales 'rder. Note6 'pen Items are invoices for which company has not received payment. 2% Automatic Credit c&ec$ - Automatic credit check allows you to evaluate a transaction based on the credit rating of the customer, and ensures appropriate further processing of the transaction document. The credit limit check starts either automatically when you save a document or by selecting /heck /redit. Automatic credit checks are of ! types-
. +tatic /redit /heck 0/heck for credit limit against total value of open sales order K open delivery not invoiced K billing value of open billing document not passed at accounting1.
!. :ynamic /redit /heck 0/heck for credit limit against open sales order not yet delivered K open delivery not invoiced K billing value of open billing document not passed at accounting K passed but not paid bill amount1. Step-1. Set Credit C&ec$
. &nter T-code '(AG in command field. !. /lick 'n New &ntries button.
Step-2
. !. ". #. %.
&nter /redit /ontrol. /heck credit /heck option. &nter /redit limit validity period. /heck +tatic option . /heck open orders and deliveries.
Step-3
/lick on save utton.
