Service Item Configurations

The schedule line assigned to the TAD item category is CD... This is schdule line category CD is not releveant for inventory, I mean there will not be any movement type assigned to this Schedule Line  Category . And also check up the item category TAD relevant for billing field will be having 'B' - Order related billing...

TAD is set as a standard item with schedule line and delivery and all there. The notion is that services are delivered to the customer. As such, you may want to create a delivery to record the actual date the service was rendered. Creating of a delivery for service item in itself does not create any inventory movements. So, you may want to think about whether you really do not want to have deliveries for your service items.

If you truly don`t want deliveries. What you can do is to make copy of item category TAD (ie ZTAD) and change the item category type from standard (BLANK) to value item (A). 
Leave schedule line allow turned on and make sure item relev for delivery flag is turned off. 
Also do usual item category determination for ZTAD. This way, no delivery will be created for service items.

PS... the reason why the order quantity field is greyed out when you disallowed schedule line is that SAP treat the item like a credit memo request item and will start looking for the target qty field instead.

Inter-Company Stock Transfer Process

1.Create a vendor for the company code of receiving plant, using account group :0007 using T-Code XK01.


2. Assign this vendor to Delivering plant, Go to XK02 >Purchasing view>Extras>Add. Purchasing data>Plant


3. Create internal customer with the sales area of the vendor. Go To XD01


4. In Pricing procedure determination relevant to STO, assign document Pricing Procedure and customer pricing procedure appropriate for STO to get the pricing in the invoice.


5. Maintain condition records for the relevant pricing condition.


6. Some more setting for STO: Go to MM> Purchasing > Purchase Order > Set up STO> define shipping data for plants > Go to Receiving plant >assign customer here & Supplying SA (for billing) to Receiving plant here


7. Go to MM> Purchasing > Purchase Order > Set up STO> define shipping data for plants > Go to Supplying plant and assign the sales area of receiving plant.


8. Go to MM> Purchasing > Purchase Order > Set up STO> assign delivery Type & Checking rule
Assign the delivery type to document type. In this case, Delivery type NLCC is assigned to Document type NB


9. Go to MM> Purchasing > Purchase Order > Set up STO>Assign document Type, One step Procedure, Under delivery tolerance
Assign the document type NB to supplying plant and receiving plant


10. After all settings , Create the STO using T-Code:ME21N and Save.


11. Create Delivery :VL10G
Click on the Background Button after selecting line item
A message is flashed : See log for information> next Click on Log for delivery creation Button >click on line item>click on document button to get Delivery document No

12. Picking, PGI:VL02N

13. Billing:VF01

Intra-Company Stock Transfer Process

1>   Create Purchasing Organization

[Menupath: IMG > Enterprise Structure > Definition > Material Management > Maintain Purchasing Organization]

(Note: It is not essential to create a Purchasing Organization, we can also take an existing one as well)

2>   Assign Purchasing Organization to Company Code (T.code: OX01)

[Menupath: IMG > Enterprise Structure > Definition > Material Management > Assign Purchasing Organization to Company Code]

3>   Assign Purchasing Organization to Plant (T.code: OX17)

[Menupath: IMG > Enterprise Structure > Assignment > Material Management > Assign Purchasing Organization to Plant]

4>   Create Purchasing Group (T.code: OME4)

[Menupath: IMG > Material Management > Purchasing > Create Purchasing Group]

5>   Create Material (T.code: MM01) with Sales Organization, Distribution Channel, Division, & Delivering Plant. Give Purchasing Group in MRP 1.

6>   Extend Material (T.code: MM01) with Sales Organization, Distribution Channel, Division & Receiving Plant.

Plant-1 (Vendor) ---------à Plant-2 (Customer)      

         

7>   One plant is Customer. Create Customer Master record for this plant     (T.code: XD01). And another plant is vendor.

8> Define shipping data for plant

[Menupath: IMG > Material Management > Purchasing > Purchase Order > Set up stock transport order > Define shipping data for plant].

(Note: Here we will give Customer Number which we have created in the earlier step).

9>  Assign Delivery Type and Checking Rule.

[Menupath: IMG > Material Management > Purchasing > Purchase Order > Set up stock transport order > Assign Delivery Types & Checking Rule]

{Note: Here for Standard PO Type (UB) + Supplying Plant  -à Delivery Type (NL) + Checking Rule}

10>     Assign Document Type, One Step Procedure, Under Delivery Tolerance.

[Menupath: IMG > Material Management > Purchasing > Purchase Order > Set up stock transport order > Assign document type]

(Note: Supplying Plant + Receiving Plant + Purchasing Document Type + One Step Procedure )

11>       Create stock in Delivering Plant (T.code: MB1C), if stock is not there in             Delivering Plant.

12>        Create Stock Transport Order (T.code: ME21N).

13>       Create Delivery (T.code: VL10D)

(Note: Remove Date >  Enter the PO Number in Purchase Order  > Execute > Select the line item check box  >  Click “Background” button > (then two line items will come) Click “Lorry” button > Click “Telephone” button > Then Delivery Number will get generated).

14>       With reference to that Delivery Number, do Picking, PGI. (T.code: VL02N)

15>       If stock is in transit use T.code: MB5T to view the stock in transit.

16>      Do goods receipt in the Receiving Plant (T.code: MIGO)

(Note: With reference to PO number, Movement Type: 101, enter receiving plant, check the item as “OK”, click “post”.With this the Stock Transfer process will be completed and the stock will get transferred from the Supplying Plant to the Receiving Plant).

Difference Between Inter-Company Sales & Third-Party Sales Process

1>   In Third-Party Sales Process, as soon as the Sales Order is saved a Purchase Requisition number is generated on the basis of which a Purchase Order is created. Whereas in Inter-Company, there is no Purchase Requisition, and the material has to be maintained in both the plants, i.e. both Ordering and Supplying plants.

2>   Inter-Company customer is not created for Third-Party sales.

3>   Delivering Plant is not assigned to Ordering Sales Organization and Distribution Channel in Third-Party sales process.

Availibility Check Against ATP

There are three types of availability checks –

• Check on basis of ATP quantities.
• Check against product allocation.
• Check against planning.

AVAILIBILITY CHECK  & TOR IN SIMPLE TERMS (Against ATP):

When a material is entered into the Sales Order, then the system first checks in the Material Master, whether Strategy Group (in MRP3 tab) has been maintained or not. The Strategy Group remains assigned to Requirement Type, and Requirement Type remains assigned to Requirement Class. Requirement Class decides whether Availability Check and Transfer Of Requirement (TOR) to be carried out or not. The Schedule Line Category re-confirms the same, i.e Availibility Check and TOR to be carried out or not.  If incase Strategy Group is not maintained in the Material Master, then the Requirement Type is decided from MRP Type + Item Category combination. The Requirement Class decides what type of TOR to be carried out. And if Availibility Check is to be carried out then the system checks the Checking Group (in MRP3 Tab of Material Master). The Checking Group is linked to Checking Rule. The Checking Rule takes into consideration the Current Stock + Planned Inward Movement + Planned Outward Movement of stock and determines the availability of stock.

The Flow is as follows:

Sales Order -à Material is Entered in Sales Order --à System Checks the Strategy Group from the  Material Master (MRP3 tab) --à Strategy Group assigned to Requirement Type --à Requirement Type assigned to Requirement Class --à Requirement Class Decides what kind of TOR to be carried out and also decides Availibility Check to be carried out or not ---à Schedule Line Category re-confirms it --à If Availibility Check is to be carried out, then system checks the Checking Group (MRP3 tab) in Material Master --à Checking Group is assigned to Checking Rule --à Checking Rule calculates Stock Availibility based on Current Stock + Planned Inward Movement + Planned Outward Movement.

Third Party Sales Process

A third-party sales process generally happens when you  can't make delivery to the customer due to insufficient stock or some other reasons. In that situation normally you will go for third party sales process.It occurs like:-

Ø     The customer sends the sales order to you.

Ø     You will send a Purchase order of the same material to  a vendor known as third party here.

Ø     The vendor will send you the invoice for the order. 

Ø     The vendor will ship the products to the customer. 

Ø     You will bill the customer.

Configurations:

1. Create Vendor XK01
2. Create Material – Material Type as "Trading Goods". Item category group as "BANS".
3. Assign Item Category TAS to Order type that you are going to use.
4. A sale order is created and when saved a Purchase Requisition Number is generated at the background.
5. With reference to SO a PO is created (T.code: ME21N). The company raises PO to the vendor.
6. Vendor delivers the goods and raises bill to company. MM receives the invoice (T.code: MIRO) 
7.  Goods receipt (T.code: MIGO) 
8.  Invoice Release (T.code: MRBR)
9.  Goods issue
10. Billing (T.code: VF01)


[Note: The item cat TAS or Schedule line cat CS is not relevant for delivery which is evident from the config and, therefore, there is no delivery process attached in the whole process of Third party sales. And the Procurement Type should be marked as "F" (External Procurement) in MRP 2 view of Material Master. ]

INTER-COMPANY SALES PROCESS (CONFIGURATION)

INTER-COMPANY SALES PROCESS (CONFIGURATION):

Company Code:                     2200                       1000

Sales Organization:             2200                        1000

Dist. Channel:                         10                              10

Division:                                   00                             00

Plant:                                    2200                          1000

Storage Loc:                       0001                          0001

The customer comes and places order in Sales Organization 2200. Plant 2200 does not have the material. Hence a sales order is placed in the Sales Area: 2200-10-00. The delivering plant is mentioned as 1000. After the order is saved, Plant 1000 delivers the goods to the customer and makes an inter-company bill to Sales Organization 2200. And the customer is billed normally by the Company (2200). The configuration part is mentioned as follows:

1. XD01 : A customer is created under the selling sales area 2200-10-00.

1. MM01: A material is created in the sales area 2200-10-00. And the material is extended to the other sales area 1000-10-00.

1. Create inter company customer with Account Group: ZAG2 ( Sold-to party CRM ---> R/3) in the sales area 1000-10-00.

1. Assign this customer in the Sales Organization 2200.

(Menupath: IMG> Enterprise Structure> Definition> Sales and Distribution> Define, copy, delete, check sales organization> Define sales organization> Select “Sales Organization 2200”> Click “Details”> Cust. Inter-co. bill: (Assign the inter-company customer number) > Save )

1. Assign Delivering Plant: 1000 with the other company code’s Sales Org (2200). + Dist. Channel (10).

1. Ensure Inter –Company Condition type PI01 exists in the Pricing Procedure.

1. Assign Pricing Procedure ICAA01 with the sales area: 1000-10-00 with Document Pricing Procedure: I and Customer Pricing Procedure: 1 and CType: Blank.

1. Create Sales Order (VA01) under the Sales Area: 2200-10-00. Enter the Delivering Plant as 1000. Go to the item condition tab page, and insert PI01. Then save the sales order.

1. VL01N: Create delivery, picking and PGI.

1. VF01: Normal billing from the selling sales organization to the customer.

1. VF04: Inter-Company Billing from the Delivering Plant to the selling Sales Organization.