How to avoid credit released documents go through credit check again

Let's say you have a sales document for a specific customer which was credit blocked. Therefore "Credit Status" in the sales order header / Status tab was set to "Not approved".

Credit department has released the credit block via transaction VKM4. Once sales document is released, you can see the "Credit Status" in the sales order header is set to "Released".

There can be subsequent changes in the same sales document (After credit release), which are not relevant for credit check. For example, you can add sales text to order header, etc. But such changes should not carry out a new credit check and block the sales order again.

This can be achieved using standard SAP setting in the automatic credit control settings. 

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Author: Anupa Wijesinghe

How to Avoid Credit Released Documents Go Through Credit Check Again by Anupa Wijesinghe on Scribd

How to track delivery note deletion

Some time back we discussed about how to prevent delivery document deletion in the system. (Click here to view it). But in some businesses it is often requested to keep this functionality available for users, but track the deletion of delivery notes. This is similar to a system audit on delivery document deletion.

There is no such standard functionality available for this in SAP. But you can achieve this via below mentioned user exit coding.

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Author: Anupa Wijesinghe

How to Track Delivery Note Deletion by Anupa Wijesinghe on Scribd

Maximum Number of Billing Items

Due to various reasons, it is requested by some businesses to have a maximum number of line items per billing document. This can be achieved using standard SAP customizing changes as described below; 

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Author: Anupa Wijesinghe

Maximum Number of Billing Items by Anupa Wijesinghe on Scribd

Profit Center Substitution in Sales Orders

Generally the profit center in sales orders is derived based profit center in the material master and it flows through to the billing. However in certain scenarios there could be a need to post to a different profit center as an exception or it could be that the business wants to follow a different rule altogether, i.e. post to a profit center based on a different logic such as - derive based on the “Distribution Channel” of the sale order.

This could be handled by the use of a substitution rule using transaction code 0KEM with few simple steps, let’s take a look at it!

This works for the traditional EC-PCA - Profit center accounting as well as New G/L.

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Author: Gayani Karunathilake

Profit Center Substitution in Sales Orders by Gayani Karunathilake on Scribd

The Mysterious Next Date in Credit Management

When analyzing the credit history of a customer it is key that we are aware of the terminology and fields used for this purpose in SAP.

In this document I am going to discuss the meaning of “Next Date” field that is on the Sales order and comes up on credit reports. Many instances, there seem to be confusion as to how this field gets updated and how to use the information!

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Author: Gayani Karunathilake

The Mysterious Next Date in Credit Management by Gayani Karunathilake on Scribd

How to configure an Organization Structure in SAP FMS

In every SAP implementation, first activity is to understand the business requirement in detail and map those in SAP. This time of the project is commonly known as blue print phase. During blue print phase, one of our key activities is to identify and map their organizational chart into SAP format. This org chart is commonly known as organization structure in SAP. Unlike in any other SAP industry solution, IS-Retail and SAP FMS is different in terms of the plant (Site) creation. Plant (Site) creation is known to be a configuration in all other SAP versions, where as IS-Retail and SAP FMS having it as a master data. Today we will see how to configure a sample organization structure in SAP FMS. 

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Author: Anupa Wijesinghe

  How to Configure an Organization Structure in SAP FMS

How to Determine Different Accounting Document Types for the Same Billing Type

As we all know, when a billing document is posted to FI, there will be an accounting document generated in the system. This has an accounting document type assigned to its header.

The default accounting document type is assigned to the billing document type in customizing. This is configured in below IMG Path under the field "Document Type".

Sales and Distribution / Billing / Billing Documents / Define Billing type / Define Billing Types

Today let's see how you can determine different Accounting Document Types for the Same Billing Type.

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Author: Anupa Wijesinghe

  How to Determine Different Accounting Document Types for the Same Billing Type by Anupa Wijesinghe on Scribd

Invoice creation batch job setup in SAP

Most of the business organizations would like to create their customer invoices in a batch job (Background job). This batch job can be setup in a way that it executes in a pre-defined frequency (eg: Once a day at night) and pick all documents that are due for billing. Such billing due documents can be comprise of;

• Sales orders in case of the third party orders for order related billing

• Credit / Debit memo requests which does not have “Billing block” for order related billing

• Post goods issues deliveries in case of delivery related billing

We can execute the as billing due list in SAP via transaction VF04. 
Today let’s look at how we can setup this transaction as a background job and key differences in this billing batch job against any other. 
Please click here to read more about background job setup in SAP.

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Author: Anupa Wijesinghe

  Invoice Creation Batch Job Setup in SAP by Anupa Wijesinghe on Scribd

How to determine different number ranges for billing documents based on the sales organization

Document numbers for billing documents in SAP are triggered via the number range assigned to billing type in the IMG path: SPRO -> Sales and Distribution / Billing / Billing Documents / Define Billing Types.

This number range (Eg: "19") is defined under the IMG path: SPRO -> SPRO -> Sales and Distribution / Billing / Billing Documents / Define Number Ranges for Billing Documents

But if you want to determine a different number range other than that is assigned to the billing type, you can do a user exit coding for that. This document will explain how you can do a user exit coding to achieve that. 

If you want to know how you can determine a different number range for sales orders based on the sales organization, please click here.

If you want to know how you can determine a different number range for delivery documents based on the shipping point, please click here.

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Author: Anupa Wijesinghe

  How to Determine Different Number Ranges for Billing Documents Based on the Sales Organization by Anupa Wijesinghe on Scribd

Size wise tax classification in SAP (IS-AFS)

In the typical apparel and footwear business world it is common to have different tax rates for different size ranges. For example, some countries have reduced tax rate for kid's sizes where as adult sizes are fully taxed. Therefore this functionality has been built in SAP AFS (IS-AFS) to maintain size wise prices as well as size wise tax classifications.

As we all know, the tax rate (Eg: 18%, 10%) in the sales order is determined based on the tax condition master record maintained in transaction VK11. This record is maintained for the combination of customer tax classification and material tax classification. Customer tax classification is maintained in the customer master / sales area data / Billing Documents tab. In the standard SAP environment, you maintain the material tax classification in the material master "Sales: Sales Org. Data 1" tab. But in that field you do not have a provision to maintain tax classifications per each size.

Therefore SAP has provided a solution to maintain tax classifications at size level based on Grid control data. This is available only in SAP AFS (IS-AFS).

If you're looking for tax account determination in SAP, please click here.

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Size Wise Tax Classification in SAP (is-AFS)

Revenue account determination in SAP

This area is one of the key integration areas between SD and FI. In my previous posts I talked about how G/L account determination take place during goods issue (Click here) and how tax accounts are determined during customer billing (Click here).
When you post a billing document in SAP, relevant G/L accounts also determined and updated based on the configuration done in the revenue account determination section. The famous condition technique in SAP is used in revenue account determination as well. Please click here to learn more about the condition technique;

Let's see how this works in SAP.

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Revenue Account Determination in SAP

Tax Account Determination

Tax account determination is a very commonly raised question in most of the SD interviews as this is a key Integration point between SD and FI. This action takes place during SD billing posting to FI. This is also using the famous condition technique we discussed some time back. (Click here to see that post)

If you want to see the revenue account determination, please click here.

If you want to see the G/L account determination for goods issue, please click here.
In order to learn about IS-AFS size wise tax classification, please check this link.

Today let's see how tax conditions determined in to the sales order and then posted in to FI.

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Tax Account Determination

Account determination for material movements in SAP

G/L account determination for goods issue posting is a very popular SAP SD interview question and also this is one of the key areas where SD and FI are linked.

If you're looking for revenue account determination in SAP, please click here.

If you're looking for tax account determination in SAP, please click here.

If you want to know how to create a new movement type in SAP, please click here.

Today let's see how G/L accounts get determined during post goods issue.

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Account Determination for Material Movements in SAP