Sales Order Release Strategy with using Status Profile – Page 2

4. Enter your status say for price check, specify lowest status number (which will render any statuses lower than the lowest number specified, inactive) and highest status number (which will decide the upper limit of status numbers which may be activated if this status is active). Set initial indicator for your required status, generally system sets initial automatically for the first status.Specify authorization key in authorization code field. (See below for creation of authorization key).

Sales Order Release Strategy 4

  1. Double click on your status (PRC) and choose transaction control. Select the activities which are to be checked with this status.For eg: confirmation of order, creation subsequent documents like delivery & billing documents is forbidden.

Save status profile.

Sales Order Release Strategy 5

Sales Order Release Strategy 6

Sales Order Release Strategy 7

6.Assign status profile to document types (VOV8) & item categories (VOV7) as required.

Sales Order Release Strategy 8

Sales Order Release Strategy 9

Sales Order Release Strategy with using Status Profile – Page 1

Index

  1. Introduction & Business Scenario
  2. Configuration Steps
    1. Create Status Profile
    2. Create Authorization Group

This Article applies to SAP User Status Profile for Sales Documents process.

Introduction

In SAP we have release strategy for Purchasing Document, in the same way we can keep release strategy by using status profile to Sales Documents.

Business Process:-

If business wants to have a release strategy for sales orders, SAP Status Profile Management is the best solution we can suggest.

Status Profile consists of several individual statuses, which can be changed in specific order, each status can be linked to a particular authorization group, and also it can influence corresponding business transaction. With this functionality we can restrict access to the document if it is in specific Status.

Example/Use:-

The most common functionality we use to block creating deliveries or billing documents is the delivery block / billing block in the sales order line item level. The main disadvantage of this is, all users who has VA02 access can remove this block at any stage.

But if the business wants only an authorized person to change the delivery block / billing block, we cannot do it.

Through USER EXIT we can achieve it.

Configuration Steps

Create Status Profile

  1. Create status profile in general status management as shown below (BS02) or via IMG –> Sales & Distribution a Sales a Sales documents a Define & Assign Status Profile:-

Sales Order Release Strategy 1

2. Go to Define Status Profiles. Choose New Entries and enter code & description for your status profile:

Sales Order Release Strategy 2

3.Choose object types for status profile. Eg: Sales order header or sales order item for which the status profile is to be applied to.

Sales Order Release Strategy 3

 

 

 

 

 

 

Scale Base Pricing functionality – Page 1

Scale Basis

In the standard system, a pricing scale can be based on any of the following criteria:

  • Value
  • Quantity
  • Gross weight
  • Net weight
  • Volume
  • A formula specific to your requirements

The scale basis is defined in Customizing for Sales for each condition type.

Creating Scales

The following procedure explains how to create a pricing scale for, as an example, a material price. You create pricing scales for other condition types in exactly the same way.

To create a pricing scale:

  1. Choose Go to >Scales in the fast-entry screen of the condition record for a material price.
  2. Enter a scale quantity and a rate.
  3. To save the condition record, choose Save.

Scale Base Pricing functionality 1

Business Scenario:-

As per the requirement, If Quantity is more than mentioned quantity,

Then system can’t allow to create invoice displayed error message. So according to that the Standard Functionality for this requirement “Scale Base Pricing”

The following Condition record can be save as per the requirement:-

  • If quantity of the sale order is from 0-299 then only the system will pick up the pricing condition for the sale order i.e. Rs. 100
  • If quantity of the sales order is above 300 thenthe system is not able to find the condition record for sale order and error for PR00 condition type will be appear.

Scale Base Pricing functionality 2

Scale Base Pricing functionality 3..

Scale Base Pricing functionality 4

 

Milestone Billing Plan – Page 4

6. Assign Billing Plan Type to Item Categories

Milestone Billing Plan 15...

7.Define rules for determining the date

Milestone Billing Plan 16...

Z-report For Customer Tooling Statement

Tcode:-zmilestone

Milestone Billing Plan 17..

Enter Customer No.31000005

Enter Sales Document No.27

Milestone Billing Plan 18...

Milestone Billing Plan 19.....

Please Note:- The Z report and customization is still is in under process

Please Refer a Test Case Sales Document no.:- 27

 

Milestone Billing Plan – Page 2

4. Assign Item Category

for eg (assuming Usage & higher level item category as blank):

Sales Document Type | Item Category Group | Default Item Category

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category

Milestone Billing Plan new2

Note: In the above Billing Type ’01’ plays the main controller for milestone billing. In Sales order, at item level, we require to maintain the billing plan.

Customizing steps

  1. Create a billing plan type to define some basic controls (Milestone or Periodic for example)

Sales and distribution -> Billing -> Billing Plan -> Define Billing Plan Types -> Maintain billing plan types for milestone billing -> New Entries

Milestone Billing Plan new3

Milestone Billing Plan new4

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2.Define date description for information purposes

Sales and distribution -> Billing -> Billing Plan -> Define date descriptions -> New Entries

Milestone Billing Plan new6

3.Define date category to allow system to determine if billing is based on percentage of project completion, if billing is blocked until milestone is confirmed, to allow pro-forma, etc.

Sales and distribution -> Billing -> Billing Plan -> Define & Assign Date Categories -> Maintain Date Category for Billing Plan Type -> New Entries

Milestone Billing Plan new7

 

Milestone Billing Plan – Page 1

Purpose

Introduce Milestone Billing.

Overview

Milestones are an event with a special meaning. It can be used in a project to designate significant events or the completion of a project phase.

These are used in the Project System:

For progress analysis

As release stop indicators

To trigger predefined functions and workflow tasks

Function

In milestone billing, the following functions are carried out at item level:

Determining billing document value on a percentage basis

Dates at header level are copied from all item billing plans assigned to that header. When you make changes at header level (e.g. new billing dates or changes to percentage rates), the related items are automatically changed accordingly. The system does not allow you to make changes at item level.

Handling milestones

Dates generated in the header billing plan and milestones set in the header billing plan (Edit ® Generate dates ® Manual milestones) are copied to the item billing plans assigned to that header.

If you want to schedule milestones in an item separately from the header, you must first remove the item from the header billing plan before milestones can be assigned to it.

All manually set milestones will be deleted when you reassign this item to the header billing plan. Header data will once again be valid for the item.

Milestone Billing

Milestone billing is typically used for billing projects, such as plant engineering and construction projects. Such projects often include a series of milestones that mark the completion of different stages of the work. In the SAP System, milestones are defined in a network along with planned and actual dates for the completion of work. The milestones are also assigned to the billing dates in the billing plan. Each milestone-related billing date is blocked for processing until the Project System confirms that the milestone is completed. These can be attached to both WBS and Activated

Delivery-relevant order items for which a milestone billing plan applies are billed on the basis of the requested delivery quantity and not on the total of the confirmed quantities.

Configuration Steps

  1. Create New Sales Order Type, say ZMIL through T.Code: VOV8

Maintain Delivery Type as ZBLF & Billing Type As ‘ZBF1’ – Order Related / ‘ZBF2’ Delivery Related.

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types

Milestone Billing Plan 1...

2.Assign New Sales Document Type to Sales Area

For Eg:1003 (S.Org) / 01 (D.Channel) / PD (Division) / ZMIL (S.O Type)

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type

Milestone Billing Plan 2...

3.Create New Item Category, say ZTAO

Maintain as under (others remaining same)

Billing Relevance: I

Billing Plan Type: 01

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category

Milestone Billing Plan new

Milestone Billing-User Manual

 

  1. Go to VA01
    1. Enter Sales Document Type ZMIL
    2. Sales Area 1003/01/PD
    3. Enter Sold to party & Ship to Party
    4. Enter Customer Purchase order No. & Date
    5. Enter Material Number & Order Quantity

Milestone Billing-User Manual - 1

Milestone Billing-User Manual - 2

2.Go to Header Data

Milestone Billing-User Manual - 3

3. Go to Billing Plan Tab

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4. Enter the Billing date as per required i.e.

  1. 01.2015
  2. 01.2015
  3. 01.2015
  4. 01.2015

5. Enter The Date Description

  1. 0010-Advance against PO&Proforma-Start Specification
  2. 011-Sample Submission-Finish Specification
  3. 012-Approval of GAMA& PPAP-Finish Execution
  4. 0008-Closing Invoice-Close

6. Enter the Milestone date:-

  1. 0002 -Start Specification
  2. 0003 -Finish Specification
  3. 0005 – Finish Execution
  4. 0006 – Close

7. Enter the Billing Relevance (BR Column)

  1. 1

8. Enter the Percentage Amount

  1. 30% – against Pro-forma
  2. 40%- against Pro-forma
  3. 30%- against Pro-forma
  4. 100% – Final Invoice with 100% Amount

9. Enter the Payment terms (Pay t)=as per customer required)

  1. 0001

10. Enter Date Category

  1. 01

11. Enter Billing type

  1. For 30 % Amount ZMI
  2. For 40% Amount ZMI
  3. For 30% Amount ZMI
  4. For 100% Amount ZBF2 –Final invoice for Customer

Milestone Billing-User Manual - 5

12.Save the Sales Order

13. Go to VF01 – Save the Billing Document

 

KIT Billing – Page 2

—STEP 1

—Maintained the TAP (Price at Item Level) Item Category for the Material 61001933 in the customization for the document type ZKIT (Standard Order For KIT)

—STEP 2

—Maintained the ZKIT (Standard Item for BOM) Item Category for the Material 61001933 in the customization for the document type ZKIT (Standard Order For KIT)

Kit Billing 2

—Step 3

—Maintain the Item Category Group ‘LUMF’ (Structure / Material below) for the header level material in the Material Master Data

Kit Billing 3

—Step 4

—Maintain the Item Category Group ‘NORM’ and Account Assignment Group ‘Raw material’ in the Material Master Data

Kit Billing 4