Determinations (assignments) in SD

1. Plant determination System determines Plant automatically for each items in the Sales order based on a rule called Priority rule as below. 1. First, system searches in the Customer-Material Info ecord, if not found then !. Second, it searches in the Customer master data of S", if not found here also then #. $hird, it searches the Material Master data. 2. Shipping point determination System determines Shi%%in& %oint automatically for each item in the Sales order ta'in& # fields into consideration, they are 1. Shi%%in& condition ( from Sales document ty%e or SP ) !. *oadin& &rou% ( from material master+ sales &en, %lant data) #. -eli.erin& Plant (as determined by the Priority rule). 3 .Route determination System determines oute automatically for each item in the Sales order by ta'in& / fields into consideration, they are 1. -e%arture 0one (of the Shi%%in& %oint in customi0in&) !. Shi%%in& condition (from Sales document ty%e or SP) #. $rans%ortation &rou% (Material master +Sales &en,%lant data) /. $rans%ortation 0one (customer master of S"). 5. Item category determination in Sales. System determines Item cate&ory for each item in the Sales order by these / fields. Sales document $y%e Item cate&ory &rou% ( material master + Sales or&.!) Item usa&e (set internally for few items ) Item cate&ory of "i&her le.el item (if e1ist).

6. Schedule line category determination System determines Schedule line cate&ory in the Sales order in two ste%s. 1. First, it tries to determines with Item cate&ory and M P ty%e and if not found then !. Second, it determines with Item cate&ory and 2o M P ty%e. #. . !ccount determination System determines the ri&ht 3,* account and %ost the a%%ro%riate amount to it when 4illin& document is %osted to FI. 5ccount is determined by Chart of 5ccount Sales or&ani0ation 5ccount assi&nment &rou% of Payer 5ccount assi&nment &rou% of Material 5ccount 'ey ". Storage location#Pic$ing location determination If, Stora&e loc is s%ecified in the Sales order, then it is co%ied to the -eli.ery doc, otherwise system determines Stora&e location durin& deli.ery. It is determined by a rule and the ule is s%ecified in the -eli.ery ty%e. $here are # rules in standard system, M5*5, 6$5 and M5 6. In M5*5 rule, Stora&e location is determined by Shi%%in& %oint -eli.erin& Plant Stora&e condition (Material master + Stora&e 1 )

%. Door & Staging area determination (at 'eader le(el) -oor and Sta&in& area are determined at header le.el of -eli.ery document by 3oods reci%ient (S") 7 oute schedule 1). Door & Staging area determination (at Item le(el) Sta&in& area can also be determined at Item le.el of -eli.ery document by 3oods reci%ient , Stora&e condition 7 oute schedule , Stora&e condition 11 .Pricing Procedure Determination Pricin& Procedure is determined by Sales 5rea (Sales or&, -ist. Channel, -i.ision) -ocument Pricin& Procedure ( Sales document ty%e) Customer Pricin& Procedure ( Customer master of SP ) 12. Deli(ery Item category determination In standard system, Item cate&ory is co%ied from the Sales order to the -eli.ery document. 4ut, for *rder+independent Items, Item cate&ories are determined in -eli.ery by -eli.ery $y%e Item cate&ory &rou% (from Material master + Sale or&.! ) Item usa&e Item cate&ory of "i&her le.el Item (if e1ists).

,ote-+ 7rder inde%endent items are Pac'a&in& material, items in -eli.ery ty%e *7, items in deli.ery ty%e 6* for a Purchase order and any item manually entered in deli.ery ty%e *F etc. 13. .riteria /or 0a1 determination -e%arture Country (country of -eli.erin& Plant) -estination country (country of the S") Customer $a1 classification Material $a1 classification 12. .riteria /or 0a1 rate determination System determines $a1 rate in the 7rder , 4illin& document on the basis of three criteria 4usiness transaction (-omestic or 61%ort,im%ort) $a1 liability of S" $a1 liability of material. 15. In/o structure It is consist of Characteristic 8ey fi&ure Period unit 16. 3usiness !rea determination 4usiness 5rea is determined for each item in the sales order based on a rule. $he rule is s%ecified for each Sales area. $here are only # rules which can not be e1tended. $he rules are 1. 4usiness area determination by Pant and Item di.ision !. 4usiness area determination by Sales area #. 4usiness area determination by Sales or&ani0ation, -istribution channel and Item di.ision.

.ontrol 4unctions
Sales document 0ype ,um5er range assignment (from this system &i.es the document number when sa.ed). 6andatory re/erence (whether to create an order, ref of 9uotation is mandatory or not). .hec$ In/o Record (whether system will chec' CMI or not, here it is acti.ated). .hec$ Item di(ision (if not acti.ated system will not find out the di. of the material from material master). .hec$ open 7uotation#outline agreement (in the field 9uotation messa&e : outline a&reement messa&e). Propose deli(ery date. Propose P* date. Propose Pricing date. Propose 3illing type. Propose Deli(ery type. .ontract data. !ssigning 5asic /unctions which are re9uired li'e Partner determination, Pricin&, Incom%letion etc.

Item category in Sales Com%letion rule Se%arate business data Schedule line allowed -eli.ery rele.ance 4illin& rele.ance 4ill-of-material Pricin& 5ssi&nin& basic functions li'e Partner determination, Incom%letion, $e1t, out%ut etc.

Schedule line category -eli.ery rele.ance

3oods mo.ement e9uirement transfer 5.ailability chec' Purchasin& 5ssi&nin& re9uired basic function li'e Incom%letion etc.

Deli(ery 0ype 2umber ran&e assi&nment eference mandatory oute re-determination -eli.ery s%lit by warehouse no. Shi%%in& rele.ance Partner %rocedure 7ut%ut determination

Deli(ery Item category 5.ailability chec' ele.ance for Pic'in& Pic'in& , stora&e location determination Pac'in& control Chec' for minimum deli.ery 9uantity Chec' for o.er deli.ery 5utomatic 4atch determination 7ut%ut $e1t

3illing 0ype 2umber ran&e. Postin& bloc'.

ebate. Cancellation 4illin& ty%e. In.oice list ty%e. 5ccount determination. Partner determination. 7ut%ut determination %rocedure. $e1t determination %roc. S%ecial features of S--FI interface (-ocument ty%e, 2e&ati.e %ostin&, 4ranch , "ead office : ;alue dated credit memo).

*ptions o/ Deli(ery & 3illing

Deli(ery options . $here are three deli.ery o%tions. $hey are, Com%lete deli.ery Partial deli.ery 7rder combination Criteria for 7rder combination Shi%%in& %oint -eli.ery due date Shi%-to-%arty oute Incoterm 3illing options $here are many o%tions of billin&, but three o%tions are mostly used. $he three o%tions are, In.oice s%lit

Se%arate billin& document for each outbound deli.ery Collecti.e In.oice

Criteria for Collecti.e In.oice Payer Payment term 4illin& date -estination country