assignment to sales document type

Assign Sales Area to Sales Doc Types

In an org, different sales org may deals with creation of different types of sales document. In this case it is necessary to allow different sales document types to be created by sales organization.

Below steps would enable you to assign sales ares to sales doc type.

Already a sales area- 100/10/10( 1000- Sales Org, 10- Dist Chnl, 10- Division ) created.

Go to Tx- SPRO and IMG and navigate along the shown path/ tx- OVAZ

We have to assign a ref sales org for the sales org 1000 .

we can assign the same sales org 1000 as a reference sales org.

Next step is to create a ref distribution channel for the distribution channel.

The same distribution channel 10 can be assigned as reference distribution channel.

The next step is to assign a reference division.

The same division 1o can be assigned as a reference division .

Finally we can assign the reference sales org,dist channel,division to the sales doc type 

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ERProof » SAP SD » SAP SD Training » SAP SD Sales Document Types

SAP SD Sales Document Types

For instance, all the following sales documents have their specific document types:

• Value Contract
• Quantity Contract
• Scheduling Agreements
• Sales Order
• Delivery Document
• Billing Document

SAP SD Sales Document Types and their Functionality

In SAP , standard SAP SD Sales Document types are available for recording Inquiry , Quotation , Contract , Scheduling Agreement , Sales Order , Delivery Document and Billing Document. Each document type has its own functionality and business logic.

Here are examples of standard SAP SD sales document types:

• IN – Inquiry
• QT – Quotation
• OR – Standard Order
• RE – Returns Order
• CR – Credit Memo Request
• DR – Debit Memo Request
• LF – Outbound Delivery Document
• LR – Returns Delivery
• F2 – Sales Invoice
• G2 – Credit Memo
• L2 – Debit Memo

Reasons for Having Different Document Types

In standard SAP, the functionality of having different document types serve various purposes. If you want to record sales of specific line of business due to its uniqueness in nature, you have the option to create a separate document type for it. If you want a specific sales document to have independent number range from other sales document types, that requirement can be served with different sales document types sharing different or same number range(s).

For instance, if you are selling to your regular customer like distributor or dealer, it is not necessary that he will raise Purchase Order on a regular basis. Since he is your agent, distributor or dealer, he is responsible for selling your product further to the end consumer or secondary customer. In this case, you can configure your document type in such manner that data entry is minimal at sales order level to make sure that processing of sales is swift.

Another example, you have an institutional or government customer who raise a proper Purchase Order with specific terms and conditions which the vendor or supplier (in this case you) must abide before every purchase, else your customer would not accept goods. In such case, you can have a specific order type created for such line of business where entering Purchase Order number and date are required and other terms are met strictly so that customer accept goods and your efforts are not in vain.

These are just the examples and creating document types strictly depends on the Client’s business requirement and business processes.

One advantage of having different document types is easy execution of reports. If we take above examples and you wish to see the sales to distributors or dealers, you will select the specific document type, select the duration of sales made to dealers and distributors and the system will display sales made to distributors or dealers specifically.

Sales Order Document Types

In standard SAP SD, there are many Sales Order Types having their own functionality to represent the different business processes. Following broadly are the standard sales order document types:

• Standard Order
• Free of Charge Delivery
• Consignment Order
• Credit Memo Request
• Debit Memo Request

If you are working with either of the above mentioned document types, you can see different screen sequences. For instance, in Inquiry, Quotation and Contract there are validity dates. The reason for this is that Quotation is a legal document where you confirm your customer that you commit to offer a product on such price within a stipulated period. The same is in the case of Contract. You and your customer have agreed on certain terms of long term relationship. Where, after mutual understanding, you have agreed to supply a specific product to your customer within the time frame mentioned on the contract.

Returns are sales documents where a customer has returned your goods due to any reason. Be it a quality issue or damages or wrong product was dispatched, etc. Returns document can be created both with a reference to the original order or without a reference.

Consignment order is one where you have placed your product at a customer’s premises and the customer asks to sell or dispatch them when he needs it. There are four different document types associated with consignment processing having their own functionality.

Customizing SAP SD Sales Order Types

In SAP, you can customize the standard Sales Document Types as per your needs and business requirements. But one thing you must take care of while customizing the document types in SAP is to follow the best practice of copying the standard document type which you want to customize, tailor it as per business needs and requirements, rename it with your own naming convention starting from either ‘Y’ or ‘Z’, then ‘save’ it and use accordingly.

To access the customization screen/transaction of Sales Document Types at backend you can either go to it directly via transaction code  VOV8 :

Then, you need to navigate to the following menu item: Sales and Distribution > Sales > Sales Documents > Header > Define Sales Document Types :

Below is the screenshot of customizing screen of the standard sales order type ‘OR’:

Incompletion Log

An incompleteness log is a mechanism to maintain and verify a list of all the essential information or fields in a sales document that may be required by the business at the time of order entry. It helps to make sure that the SAP system will not allow to save a document if some of the required fields are not entered in the system. You can define these required data fields to be populated at the time of sales order processing in customizing for the incompletion procedure. You can customize incompletion log and assign it to your customized document type.

For example, in the standard incompletion log for a sales order type “OR”, the system prompts for Purchase Order number to be entered. In our example of carrying out sales to a distributor or a dealer, you can customize the incompletion log with no PO number required setting and assign it to your customized SAP SD Sales Document types for recording sales to a dealer or a distributor.

Did you like this tutorial? Have any questions or comments? We would love to hear your feedback in the comments section below. It’d be a big help for us, and hopefully it’s something we can address for you in improvement of our free SAP SD tutorials.

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6 thoughts on “SAP SD Sales Document Types”

I was looking for a way to review the lessons I saw in course, and this tutorial appear me good. I’ll try to follow the next lessons, to try the certification test.

WELL DESCRIBED. VERY HELPFULL.

This is helpful. Thank you for putting this together.

Very helpful. Thanks for making it available very clearly.

I really appreciate this article. I like it. Thank you

This is very informative. Well explained.. thank you..

I have one query related to stock posting.. while posting stocks i am getting error ” Account determination for enty INT BSX_ _ 7920 not possible.. Would you please suggest.

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How To Create Sales Document Type in SAP

Create Sales Document Type in SAP

Sales Documents Types is a 2 character indicator, by which system process different documents in different way. SAP provides many standard sales document type. Sales documents types are used in-

• Pre – sales activities (inquiry /quotation ).
• Sales Order.
• Sales Contract.
• Customer Complaint.

In Sales order there are three levels –

• Header level data
• Item level data
• Schedule level data

In SAP several standard sales documents types are available. We can create custom sales document type by T-code-VOV8.

Create Internal No. Range for sales document type.

VN01 is T- code for creation for Internal No. range. We will use this internal no. in step-3.

• Enter T-code VN01 in command field in a new sap session.
• Click on Create button for interval .

• Click on +Interval Button to create new interval range.
• Enter From number / To number / current number / leave blank Ext which stands for External Number Range.
• Click on save button.

A Message “The changes were saved” is displayed.

• T-code for sales documents type is VOV8.
• Sales document types list.

• Enter sales document type .
• Enter sales document category from possible entries list.

This screen have multiple section as above-

• Number System
• General Control
• Transaction Flow
• Scheduling Agreement
• Requested Delivery Date
• Availability Check

We will enter data in Number System / General control / Transaction flow / Shipping Section.

Step 3) Number System

There are two method for define no. range for Sales Document.

• Internal Assignment – This assignment works internally and number for sales document generate automatically.
• External Assignment – This assignment works externally. e.g. in below picture number start from 02.

Step 4) General Control

• Enter value in Check credit limit / Credit group / Output application field from possible value list/ check Item Division / Read info record.

Step 5) Transaction Flow

• Enter value in screen sequence grp. / transaction group / document pricing procedure.
• Enter value in field Display range / Fcode / quotation msg. / Outline agreement msg.

• Enter value in delivery type filed from possible list entry.
• Enter ship cost info profile from possible list entry.

A Message “Data was saved”.

• All About Consignment Process in SAP SD
• Output Determination in SAP SD using Tcode V/30
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How to Assign Item Categories in SAP

In this SAP tutorials, you will learn how to assign item categories in SAP SD step by step using transaction code VOV4.

Assign Item Categories in SAP

After configuration of item categories in SAP , you have to assign item categories to a sales document types. During the sales documents processing, the SAP systems automatically specify a corresponding item category for the items.

Purpose of Configuration

In this step you assign item category to sales document types. The link between item categories and document types are established through this assignment process.

Navigation Path

Configuration steps

Step 1 : – Enter Tcode VOV4 in the SAP command field and enter.

Step 2 : – On change view item category assignment overview screen, click on new entries button and assign the item category with the combination of SaTy (sales document types), itCGr (item category group), Usg. (usage) and HLevItCa (higher level item category).

Step 3 : – On new entries item category assignment screen, update the required details like sales document type and item category for assignment of item category to a sales document type.

After updating all the required details, click on save button and save the configured assignment item category details.

While assigning the item category, whatever the item category is assigned as manual item category, you can replace with default item category in the sales documents.

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Configuring Sales Order Reasons within SAP

• November 21, 2019

SAP provides standard fields for order reason at the time of order processing. Let us try and understand the role of this field in general and with respect to ecommerce integration in particular. Order reason helps us capture the exact reason why the sales document is being entered by the customer. Some of the order reasons are listed below and the related business case is also mentioned along with the same.

Are you ready to try our

Some usual order reasons and their business use

New order reasons can be configured by following some steps as outlined in the next section. Let us look at some popular order reason and their business usage.

• Web order – Some organizations may want to capture all the orders coming from various channels like ecommerce stores and market places using a custom order reason.
• Competitive Advantage – If the company is getting this order due to faster delivery, better prices or due to sales call they can be classified in this bucket.
• Promotions – This is the case when there is a promotion running and the end customer is placing the order due to this. You can also create different order reasons for let’s say television commercials or let us say thanksgiving sales.
• Free Samples – This is the case when there is a promotion running and the end customer is placing the order due to this. You can also create different order reasons for let’s say television commercials or let us say thanksgiving sales.
• Returns – Kindly note that order reason is not only valid for sales order but equally if not more important in the case of returns. A return order is followed by a credit memo. It is usual that for return orders, the order reason is mandatory. See the section below to understand how to make a field mandatory in a sales document.
• Damaged goods / Difference in ordered versus delivered quantities – Lets us say that the customer ordered 100 pcs of a specific SKU. However, due to availability reasons/damage during the transit, he received only 96 of them. Hence if he places a new order for the remaining 4, we could use this order reason to understand the scenario.

Configuring a new order reason within SAP

Having understood the importance of order reasons, let us look at how to configure a new one. This is especially important since every customer is different and due to business circumstances, it may be required to create a new order reason. Listed below are the steps for configuring an order reason.

• When you click on save, it will prompt for a customizing transport request. If you already have one, you can use the same. If not, you can create a new one.

You must note that if you are using SAP in multiple languages, you need to maintain the description in each respective language. This can be done by logging into the individual language, navigating to the menu path for maintaining order reasons and entering the description.

Making Order reasons mandatory for certain sales document types

If you want to make the order reason mandatory for certain sales documents, you can follow the instructions in this section of this article.

• Navigate to the following menu path Sales and Distribution à Basic Functions à Log of incompleteness procedure.
• Maintain the order reason field here. Just in case you need, the field for order reason is VBAK- AUGRU.
• Make sure that the sales document you are using follows the above incompleteness procedure.

We sincerely hope that this tutorial on how order reasons are useful, their configuration and inclusion to incompleteness procedure augmented your understanding on this subject. If you have any questions or feedback, kindly reach out to us.

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Define number ranges for sales document types in SAP

Define number ranges for sales document types .

The following tutorial guides you on how to define number ranges for sales document types in SAP SD step by step with screen shots

• IMG Menu Path : –  SPRO >> IMG >> Sales and Distribution >> Sales >> Sales Documents >> Sales Document Header >> Define Number Ranges Sales Documents
• Transaction code:- VN01

Enter T code VN01 in the sap command field and press enter

Select change interval to maintain the number range for document types

In next screen select “Insert Interval “

Update the following data:-

• NO: –  Update the document No for document type, “no” should be same where you updated in document types
• From Number: – Enter Starting number for the document type
• To Number: – Enter up to number for the document type
• Current Number : – current number 0 by default
• EXT: – check this option if you want to maintain the document number manually

 After maintaining the number ranges for sales document types, click on the save icon to save the configured data.