Configuration- enterprise structure

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 Define transportation zones Define company code Create credit control area create charts of accounts Enter global parameter for company code Define field status variant Check for duplicate invoices Configure price change in previous year Tax code entries Assign company code to controlling area Assign company code to credit control area Create Personnel area Create personnel sub areas Define sales organization Assign sales organization to company code Define distribution channel Assign distributional channel to sales org Create divisions Assign division to sales org Set up sales area Define common distribution channel Define common divisions Create purchasing org Assign purchasing org to company code Define Valuation Area Create Plant Define plant Parameters Assign plant to company code Assign standard purchasing organization to plant Assign sales organization and distribution channel to plant Assign purchasing organization to plant Define shipping points Assign shipping point to plant Define loading groups Define Transportation group Define Shipping condition Shipping point determination Create storage location Define storage location Assign picking locations Create sales office

42 43 44 45 46

Assign sales office to sales area Maintain Sales group Assign sales group to sales office Maintain transportation planning point Create Purchasing group

Configuration -logistics general (Material Master)

A
47 48 49 50 51 52 53

CONFIGURING THE MATERIAL MASTER

Define structure of data screens for each sequence Assign secondary screens Maintain order of main and additional screen Assign screen sequences to user/material type/transaction/industry sector define how maintenance statuses are determined in data transfer create program for customized subscreens Maintain user settings

B
54 55 56

FIELD SELECTION
Assign fields to field selection group Maintain field selection or data screens define plant specific field selection

C
57 58 59 60 61 62

BASIC SETTINGS
Make global settings Maintain Company code for material management C.A) MATERIAL TYPES Define output format of material numbers Define attributes to material types Define number ranges for each material type Define Attributes of system messages

D
63 64 65 66

SETTINGS OF KEY FIELD

Define material groups Define Divisions Define Material statuses Define number range for EANs/UPCs

E
66 67

TOOLS
Maintain authorizations and authorization profile Initialize material master records

Configuration- sales & distribution

A
68 69

MASTER DATA
Define common distribution channel Define Common divisions

A.A) Business Partners A.A.A) Customers A.A.A.A) Sales

70 71 Define Customer Groups Define Sales District

A.A.A.B) Shipping
72 73 74 Define Delivery Priorities Define Customer Calender Define Goods Receiving Hours

A.A.A.C) Billing Documents

75 76 77 78 Define terms of payment Define Incoterms

A.A.A) Contact Person

Define Contact Person Functions Define Buying Habits

SALES

B.A) SALES DOCUMENTS B.A.A) Sales Document Header

79 80 81 82 Define Sales Document Types Define Number Range for sales documents Define Purchase order types Define Order Reasons

B.A) SALES DOCUMENT ITEMS

83 84 85 86 87 88 Define Item Categories Define Item Category groups Define Default Values For Material Type Define Item Category Usage Assign item categories Define Reasons of Rejection

C
89 90

BILLING

C.A) BILLING DOCUMENT

Define Billing Types

T codes used

OVR2 OX02 OB45 OBY6 OBC4 SM30 with customizing object V_169P_DC OMRN OMR2 OX19 OB38 SM30 with customizing object T500P SM30 with customizing object V_T001P OVX5 OVX3 OVXI OVKX OMSP OVXA OVXG VOR1 VOR2 OX08 OX01 OX14 OX10 SM30 with customizing object V_159L OX18 SM30 with customizing object V_001W_E OVX6 OX17 OVXD OVXC OVSX OVSY OVSF OVL2 OX09

OVX1

OVX4 OVXJ SM30 with customizing object V_TTDS OME4

OMT3B OMT3Z OMT3R OMT3E OMT3P OMT3C OMT3U

OMS9 OMSA

S_ALR_87002305 OMSY OMSL S_ALR_87002312 MMNR S_ALR_87002302

OMSF S_ALR_87008572/oms4/sm30 with customizing object V_141 W4EN

PFCG MMPI

VOR1 VOR2

OVS9 OVR0

OVSD OVR3 OVSC

OBB8 OVSG OVSN OVSM

VOV8 VN01 OVSB OVAU

VOV7 OVAW VOVA VOV4 OVAG

VOFA

SPRO Path

Sales and Distribution Basic Functions Routes Route Determination Define Transportation Zones Enterprise Structure Definition Financial Accounting Edit, Copy, Delete, Check Company Code Enterprise Structure Definition Financial Accounting Define Credit Control Area

Financial Accounting--> Financial Accounting Global Setting (New)--> Global Parameter for Company Code--> Enter Global Par Materials Management Logistics Invoice Verification Incoming Invoice Set Check for Duplicate Invoices Material Management-> Valuation and account assignment-> balance sheet valuation procedure-> set up replacement cost valuation (inflation)-> Price Changes-> Configure Price Change in Previous Period/Previous Year Materials Management Logistics Invoice Verification Incoming Invoice Maintain Default Values for Tax Codes Enterprise Structure Assignment Controlling Assign company code to controlling area Enterprise Structure Assignment Financial Accounting Assign company code to credit control area Enterprise Structure Enterprise Structure Enterprise Structure Enterprise Structure Enterprise Structure Definition Human Resources Management Personnel Areas Definition Human Resources Management Personnel Subareas Definition Sales and Distribution Define, copy, delete, check sales organization Assignment Sales and Distribution Assign sales organization to company code Definition Sales and Distribution Define, copy, delete, check distribution channel

Enterprise Structure Assignment Sales and Distribution Assign distribution channel to sales organization Logistics General Material Master Settings for Key Fields Define Divisions Enterprise Structure Assignment Sales and Distribution Assign division to sales organization Enterprise Structure Assignment Sales and Distribution Set up sales area Sales and Distribution Master Data Define Common Distribution Channels Sales and Distribution Master Data Define Common Divisions Enterprise Structure Definition Materials Management Maintain purchasing organization Enterprise Structure Assignment Materials Management Assign purchasing organization to company code Enterprise Structure Definition Logistics General Define valuation level Enterprise Structure Definition Logistics General Define, copy, delete, check plant Materials Management Inventory Management and Physical inventory Plant Parameters Enterprise Structure Assignment Logistics - General Assign Plant to Company Code Enterprise Structure Assignment Materials Management Assign Standard Purchasing Organization to Plant Enterprise Structure Assignment Sales and Distribution Assign sales organization distribution channel plant Enterprise Structure Assignment Materials Management Assign purchasing organization to plant Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point Enterprise Structure Assignment Logistics Execution Assign shipping point to plant Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination D Sales and Distribution Basic Functions Routes Route Determination Define Transportation Groups Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination D Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination A Enterprise Structure Definition Materials Management Maintain Storage Location Logistics Execution Shipping Picking Determine Picking Location Define storage conditions Logistics Execution Shipping Picking Determine Picking Location Assign Picking Location Enterprise Structure Definition Sales and Distribution Maintain sales office

Enterprise Structure Assignment Sales and Distribution Assign sales office to sales area Enterprise Structure Definition Sales and Distribution Maintain sales group Enterprise Structure Assignment Sales and Distribution Assign sales group to sales office Enterprise Structure--> Definition--> Logistic Execution--> Maintain Transportation Planning Point Materials Management Purchasing Create Purchasing Groups

Logistics Generel Material Master Configuring The Material Master--> define structure of data screensfor eachscreen seq Logistics Generel Material Master Configuring The Material Master--> Assign Secondary Screen Logistics Generel Material Master Configuring The Material Master--> Maintain Order Of Main & Additional Screen Logistics Generel Material Master Configuring The Material Master--> Assign screen sequence to user/material type/transaction Logistics Generel Material Master Configuring The Material Master--> Define how maintenance statuses are dtermined in data transfer Logistics Generel Material Master Configuring The Material Master--> create program for customized screen Logistics Generel Material Master Configuring The Material Master--> Maintain user settings

Logistics Generel Material Master Field selection group --> Assign fields to field selection group Logistics Generel Material Master Field selection group --> Maintain field selection or data screens Logistics Generel Material Master Field selection group -->define plant specific field selection

Logistics Generel Material Master Basic settings --> Make global settings Logistics Generel --> Material Master --> Basic settings --> Maintain Company code for material management Logistics Generel --> Material Master --> Basic settings --> Material types --> Define output format of material numbers Logistics Generel --> Material Master --> Basic settings --> Material types --> Define attributes to material types Logistics Generel --> Material Master --> Basic settings --> Material types --> Define number ranges for each material type Logistics Generel --> Material Master --> Basic settings --> Define Attributes of system messages

Logistics Generel --> Material Master --> Settings of key field --> Define Material grups Logistics Generel --> Material Master --> Settings of key field --> Define Divisions Logistics Generel --> Material Master --> Settings of key field --> Define material statuses Logistics Generel --> Material Master --> Settings of key field -->International article number--> Define number ranges for EANs/UPCs

Logistics Generel --> Material Master --> Tools--> Maintain Authorizations And Authorization profile Logistics Generel --> Material Master --> Tools--> Initialize period

Logistics Generel --> Sales & distribution --> Master Data --> Define Common Distribution channel Logistics Generel --> Sales & distribution --> Master Data --> Define Common Divisions

Logistics Generel --> Sales & distribution --> Master Data --> Business Partners --> Customers --> Sales --> Define Customer groups Partners --> Customers -->Sales --> Define Logistics Generel --> Sales & distribution --> Master Data --> Business Sales District

Logistics Generel --> Sales & distribution --> Master Data --> Business Partners --> Customers -->Shipping --> Define Delivery Priorities Logistics Generel --> Sales & distribution --> Master Data --> Business Partners --> Customers -->Shipping --> Define Customer Calender Logistics Generel --> Sales & distribution --> Master Data --> Business Partners --> Customers -->Shipping --> Define Goods Receiving Hours

Logistics Generel --> Sales & distribution --> Master Data -->Business Partners --> Customers -->Billing Documents --> Define Terms Of Payments Logistics Generel --> Sales & distribution --> Master Data -->Business Partners --> Customers -->Billing Documents --> Define Incoterms Logistics Generel --> Sales & distribution --> Master Data -->Business Partners --> Contact person -->Define Person Logistics Generel --> Sales & distribution Contact --> Master Data Functions -->Business Partners --> Contact person -->Define Buying Habits

Logistics Generel --> Sales & distribution --> Sales--> Sales Documents --> Sales Document Header --> Define Sales Document types Logistics Generel --> Sales & distribution --> Sales--> Sales Documents --> Sales Document Header --> Define Number Range for sales documents Logistics Generel --> Sales & distribution --> Sales--> Sales Documents --> Sales Document Header --> Define orderDocuments types Logistics Generel --> Sales & distribution --> Purchase Sales--> Sales --> Sales Document Header --> Define Order Reasons

Logistics Generel --> Sales & distribution --> Sales--> Sales Document Item --> Define Item Categories Logistics Generel --> Sales & distribution --> Sales--> Sales Document Item --> Define Item Category Groups Logistics Generel --> Sales & distribution --> Sales--> Sales Document Item --> Define Default Values For Material Type Logistics Generel --> Sales & distribution --> Sales--> Sales Document Item --> Define Item Category Usage Logistics Generel --> Sales & distribution --> Sales--> Sales Document Item -->Assign Item Categories Logistics Generel --> Sales & distribution --> Sales--> Sales Document Item --> Define Reasons Of Rejection

Logistics Generel --> Sales & distribution --> Billing--> Billing Documents --> Define Billing types

Remarks

5500 5500 5500

ode--> Enter Global Parameters

for Tax Codes

5500 5500 EX/IN/DS 5510 (PLANT 1)

5500 already defined 5510/5520

mpany code

ation to Plant n channel plant

0001

oint Determination Define Shipping Conditions oint Determination Assign Shipping Points

5500

a01/a02/a03/b01 /b02/b03

eensfor eachscreen sequence

to be added later

Addition data to be maintained if required

S NO 1 Description Define and assign pricing procedure Transaction Code S_P99_41000311

Logical Path SPRO--> Sales & distribution --> Basic Functions --> Pricing --> Pricing Control --> Define & Assign Pricing Procedure

g Procedure