SAP SD Comprehensive Review
Sales and Distribution TSCM 60 TSCM 62
Terms in this set (150)
The organizational element _________ represents a legal entity.
A _______ identifies a company's product line.
A _______ identifies the company's strategy or strategies to distribute their products.
True or False. A distribution channel once defined can be linked to as many sales organizations as your implementation may require.
True or False. A division once defined can be linked to as many distribution channels as your implementation may require.
False. A division is linked to a sales org.
The unique combination of a sales organization, distribution channel, and division is identified as a ________.
A ________ is an organization element used to create and monitor delivery documents.
True or False. Sales offices are not required organizational elements.
Sales offices once defined are assigned to a _______.
Sales groups are assigned to a ____________.
The ______ and _______ determine what plants we are allowed to sell from.
Sales organization and distribution channel
How many parts are there to the sales order type?
Three. header, item, schedule line.
What controls the Header of the sales order?
Sales doc type
What controls the item level of the order?
What controls the schedule line level of the order?
schedule line category
A schedule line consists of _______ and _______ information.
Quantity and date
What is meant by the term "passing requirements" in sales processing?
Use data transfer to pass along through the different sales docs. Telling them what we need. How many and when? ex. waitress gives orders to cooks - communication between SD and Production Planning
The creation of a ________ document signifies the intent to ship goods to the customer.
The ___________ is a warehouse management document which is essentially a set of instructions that identifies the Source and Target locations for the goods within the warehouse complex.
_________ is an optional step in delivery processing. The system identifies a ____________ which is a unique number that identifies what materials are contained with some packaging material.
Packing. Handling unit
The final step in delivery processing is the ___________ the step indicates that the goods have left our facility.
post goods issue
Identify at least four effects that a post good issue has in the sales order management process.
decreases inventory (movement type tell whether to +/- inventory), updates/generates accounting docs (debit cost of goods sold, credit to inventory), billing due list is generated, updates doc status in doc flow
What purpose does the materials management document serve in the post goods issue process?
Allows the warehouse to keep up to date on the inventory
What purpose does the accounting document serve in the post goods issue process?
Accounting doc updates balance sheets and decreases value of inventory in accounts. Keeps track of assets in inventory ($)
How many parts are there to the delivery document?
2. Header, item
What controls the header of the delivery document?
delivery doc type
What controls the item level of the delivery document?
Item category - never be a mismatch between item category in order and delivery.
The ________ line(s) in the order formulate the ______ in the delivery.
In order to posts goods issue to a delivery document, the _______and the _________ must be equal.
Pick quantity and Delivery quantity
In order to create a billing document from a delivery document, what processing step to the delivery must have been performed?
Post goods issue
Identify four effects of saving a billing document.
Accounting docs are generated, debit customers accounts receivable and credit revenue account, generate output (configurable), status updates, customer credit line updated, sales information system is updated
__________ provides an overview of all the documents which have been created in relation to the sales process.
The customer master record contains three categories of data. Name them.
General data, Sales area data, Company code data
The General data view of the customer master record contains _________ level data. This means that the General data can be shared across all __________.
Client, (sales orgs) company codes/org elements
In the customer master record, the field __________ identifies a general shipping strategy for the customer. It is used in a control tale to help determine the shipping point and the route in the sales document.
True or False. Changes to master data fields within the customer master record are automatically updated in existing sales documents.
The material master data record consists of several different _________ which are often referred to as departmental views.
Whether or not cross divisional sales areas are allowed, is controlled by the ___________.
Sales doc type
The ________________ record is used for the following purposes; provides a cross reference from your customer's material number to your material number and the material description. Also specific shipping information such as minimum delivery quantities and the delivering plant can be stored in the record.
Output determination uses the __________ in order to search for valid output master data records.
The template for creating an output master data record is the _________.
Output (condition) type
Identify four elements of data stored within the output master data record.
Language, Timing, partner funciton, transmission medium, variables
The _________ identifies the fields within the order that must have data in them in order to consider the sales document to be complete.
Incomplete procedure determination
In the configuration of the ________ we can designate if an order can be saved if the data in the sale order is incomplete.
Sales doc type
An incompletion procedure can be assigned to what control elements within the sales document?
header, item, and schedule lines
The ____________ is the template for creating a pricing condition record.
The ____________ defines the sequential list of condition types and subtotals.
The __________ identifies the key for condition record.
The _________ identifies the keys for the condition record.
_____________ identifies what pricing procedure will be used in the sales order.
The __________ stores the data that will be used to determine the price, discount/surcharge, freight or taxes that will be executed in the order.
Put the following list of elements in order that system would operation them to carry out a pricing scenario in a sales order. Condition Record Access Sequence, pricing Procedure Determination, Sales Order, Condition Table, Condition Type, Pricing Procedure.
Sales order, prricing procedure determination, pricing procedure, condition type, access sequence, condition table, condition record
True or False. Any field in the sales order or billing document can be used as a key in a condition record.
The transferring of requirements is controlled by the _________.
Schedule line category.
Whether or not an item is priced is controlled by the __________.
Whether or not an availability check is performed is controlled by the _______ and the _______.
Schedule line category and Material
An item's relevance for billing is controlled by the __________.
The requested delivery date can be defaulted from the configuration of the __________.
sales doc type
The item number increments in a sales order are controlled by the _____________.
Sales doc type
The default overview screen in the sales order is controlled by the ___________.
sales doc type
Identify how the value for shipping point is defaulted into the sales document.
plant, loading group (from material master), shipping conditions from sold-to/sales doc type (variables come from master data, shipping pt comes from IMG)
Identify how the route is determined automatically in the sales order.
Route determination procedure - shipping conditions, departure (stored in shipping point configuration of delivery type), and country zone, transportation group, transportation zone and country
Can the route be re-determined in the delivery? If so, what is required?
Yes, re-determination with consideration of weight (variable). Delivery type must allow route re-determination
Whether delivery scheduling is used is controlled by the _______.
Sales doc type
When delivery scheduling is employed it always does _________ first .
True or False. In delivery scheduling the system adds together the pick/pack time, loading time/transportation planning time and intransit time to identify the material availability date.
False, takes the longer of the two (not both).
If backward scheduling fails then what type of scheduling is utilized?
Identity the business process flow to credit a customer's account.
create credit memo request with reference to order or billing doc but reference is not required. RK is credit memo
What is meant by the term reason for rejection?
Reason for rejection allows us to stop the processing of an item and can still see item in order and later remove if customer wants to continue ordering item
True or False. It is mandatory to reference a billing document in order to create the credit memo request document.
Identify the elements that make up an Information structure in the SIS system.
Characteristics (who, what), key figures (how much, how many), time element
What is the structure of the villing document?
A chart of accounts is linked to one or more __________.
Name at least 5 types of controls related to the billing document type.
Number range, number line increment, output determination, rebate relevance, account determination procedure, text determination procedure, invoice list type, posting block
The proposal of the billing type for order or delivery related billing comes form the configuration of the __________.
sales doc type
Whether an item is order related or delivery related billing is controlled by the ________.
item category or schedule line category
What document type can be used to correct a quantity or price discrepancy and is always created with reference to an invoice?
Invoice correction request
What invoice types are available for export transactions?
F5 (with reference to order) and F8 (with reference to delivery) pro forma infoices
What is one of the primary differences between the generation of an invoice and a pro-forma invoice?
Pro-forma invoices do not automatically generate accounting doc whereas invoices do
What is the purpose of a copy requirement?
Copy requirement is the "copy cop" that first check to see if that doc is allowed to be generated and then checks fields in the doc to make sure other requirements are met.
Identify some of the types of information that a billing copy requirement would possibly check for.
can that billing type be created billing block, have we billed already/ status of preceding docs, has PGI been posted
True or False. At billing rime the pricing procedure is always regenerated.
What setting in copy control determines if the pricing conditions are re-executed at billing or copied from the order?
What might cause a single order or delivery to split into multiple invoices?
different ship-to parties, different payment terms, any field that is a header field in the invoice must be identical foe all preceding docs. different line item fields in order but header field in invoice.
What is meant by the term invoice list?
invoice list is a collective group of invoices that all have the same split criteria. Invoice list type - have to specify in billing type to determine which list type could be used.
Identify two types of billing plans delivered by SAP.
Periodic billing, milestone billing
What billing type is used for a down payment request?
milestone billing FAZ??
An installment plan is really nothing more than a sequence of ____________.
Account determination uses the ___________ in order to determine the proper accounts in the accounting document.
In account determination an ______________ can be assigned to the payer master record and to the material master record.
Account assignment group
In account determination an _______________ can be assigned to the payer master record and to the material master record.
True or False. The chart of accounts is of little significance in the actual determination of the GL accounts in the accounting document.
What is the effect of setting a posting block in the billing type?
Posting block will prevent an accounting doc from being generated and the billing doc will not be processed
Name at lease five controls that are found in the copy control tables in relation to deliver related billing.
pricing type, reference number, assignment number, whether number is copied or not, copy requirements, routines for data transfer, pos/neg/no sign (update status for quantities)
True or False. The determination of an item category in a sales order is always dependent on the Assign Item Category table in the IMG.
False. hard code in copy control
Name at least four different types of objects where text could be stored.
customer master. material master, sales doc type, delivery type, item category, billing doc, customer-material record.
In text determination an access sequence is linked to a __________, the ___________ is then linked to a ____________. The __________ is then assigned to the control element for that type of object.
__________, condition table, condition record, condition record.
Explain the differences between using text as a reference or duplicating (copying)
Text as a reference is like looking through a window, you can see the test but it is not in 2 places. If the test is changed, you see the changed text. Text that is copied is now in two places. If original text in changed, duplicate text does not get changed too.
Output determination relies on the ___________ to seek out valid ______________ records.
Condition technique, output/master
In the processing of output the output type is linked to an output _________ which is used to call up the data from the data base and the data is transferred to an output ____________.
True or False. Common master data can be shared by several distribution channels this applies to pricing conditions, customer and material master data.
True or False. Common master data can be shared across various divisions which refer to pricing conditions, materials and customer master data.
False. (only customer and pricing)
What is the purpose of a processing status in a pricing condition record?
Can be used in a pricing condition record, can identify a release status - can block a record from being used
Identify the purpose or functionality that a pricing report provides.
Create, change, display condition records
True or False. An exclusion indicator can be set either in a condition type or condition record.
What element of the pricing procedure checks to determine if an exclusion indicator has been set?
Requirement #2. If item is relevant for pricing or if exclusion indicator is set
Identify the most significant difference between a sales promotion and a sales deal.
sales deals can have condition types assigned to them but sales promotions cannot
What functionality provides the ability to compare groups of conditions to determine the best or worst conditions for the cutomer?
Identify how the Free Goods Determination Procedure is determined for the Sales order.
Same way as pricing procedure - 5 variables
What benefit does a communication strategy provide in relation to output determination?
define type of media we want to execute communication
Once the communication strategy has been defined where is it assigned?
Output condition record. assign to output type
What functionality could be used in order to limit what materials a customer may be allowed to buy?
What controls if a partner function is mandatory or if a partner can be modified in an object?
Partner determination procedure determines partner functions and if they are mandatory or modifyable
True or False. Different order types cannot share the same partner determination procedure.
What purpose does the access sequence serve in relation to text determination?
searches according to the text type, search strategy that tell sus where to look for preceding text
In an incompletion procedure a field can have a status associated with it. What purpose does this serve?
if the field is incomplete the doc will not be complete and will go into the incomplete log can effect what actions will be prevented if missing.
The storage location rule determines what storage location the goods will e delivered from this rule is assigned to the ____________.
What controls if a storage location is required?
delivery item category
True or False. In order to create a delivery document it is required that the delivery is referenced to a purchase order or sales order.
False, LO type (type of delivery without reference
Whether an item can be packed or not is controlled by the _______.
Item category delivery
Whether a route should be redetermined at delivery processing time is controlled by the __________.
delivery doc type
True or False. A pricing type is only used in copy control to determine if new condition records should be determined at billing time.
False. not only used in copy control
What value does an Assortment Module serve?
Released for a value contract - can limit what products might be allowed to be released to a call off order.
In what type of document would an Assortment Module be used?
Identify a primary difference between a quantity contract and a scheduling agreement.
Can deliver straight from a scheduleing agreement (have to have schedule lines), don't have to create an order first, but must create an order first with a quantity contract (have to create a call off order)
Identify how the schedule line category is a sales order is determined.
item category group and MRP type (planning strategy for material- might nothave MRP type)
What controls ig schedule lines are permitted in a sales order?
Identify the controls that determine if rebate processing is allowed.
doc type, customer (payer), and sales org all must be eligible for rebate processing
What controls if a rebate agreement is allowed to be settled?
status must be changed to a B - released or settlement
How does a rebate condition record differ from a price or discount?
Rebates have accruals whereas other discounts don;t
What determines the type of credit memo request that is generated when a rebate agreement is settled?
Rebate agreement type - condition type group is assigned to rebate agreement type
What controls the condition types that are permitted in a rebate agreement?
Condition type group
Identify two ways to restrict what products could be purchased using a Value Contract.
assortment module, product hierarchy (can also be used for pricing in material master)
What controls the type of purchase requisition, purchasing item category and account assignment category that is generated if 3rd party order processing is used in sales order processing?
schedule line category
Two types of ABAP programs are used in copy control. What are they? In what transaction code are they maintained?
Copy Requirements (VFOM) checks for perconditions are met. Data Transfer Routines identifies what field from source to what fields in target.
Identify how many copy control tables exist for sales order processing, delivery processing and billing. Explain why there are a different number of tables or each process.
Sales order: 2 tables (order>order billing>order)
Delivery: 1 table (order>delivery)
Billing: 3 tables (order>billing delivery>billing, billing>billing)
True or False. If an item is rejected on a sales order the net value of the order will always be reduced by the net value of the item rejected.
What controls what account determination procedure is used when the system determines the general ledger accounts for an accounting document?
What billing type is used to cancel a G2 credit memo?
S2 cancellation credit memo
What controls if an incomplete order can be saved or not?
Incompletion message. in sales doc type
What controls if manual changes can be made to a condition value in a sales order?
True or False. Header pricing conditions must always be manual conditions.
True or False. If a header pricing condition is a group condition the amount is always prorated to the items based on the value of each item.
What controls if a pricing condition is manual?
If a conditin type is a manual condition, what will be missing in its configuration?
True or False. The item category in the delivery is always determined form the item category of the sales order.
A free goods determination master data record identifies if the bonus quantity will be an _____________ bonus quantity or an ____________ bonus quantity
The template for creating the customer master record is called the ________. Name four things that it controls.
account group: field selection, text/output determination procedure, partner determination procedure, numbering, default pricing procedure indicator
The template for creating the customer master record is called the _______________. Name three things that it controls.
material type: numbering, field selection, roh (does not create sales views because we don't see those materials. Type for raw materials, what views can be created.
Identify how the plant is automatically determined in the sales order.
First checked for in the customer material master, then if not there, check customer master of the ship-to. If not there, check material master.