world number corse

Microsoft Dynamics® CRM Overview

2010-04-05T09:06:00.000-07:00

http://www.comparecrm.com/

Use CRM? Make a examine

Ownership: Public (NASDAQ: MSFT)
Supported: 1979
Headquarters: Bellevue, General
Software Identify : Hosted and On-premise Software

Microsoft CRM Key Strengths

* Watertight compounding with the Microsoft Office® method and Staff Belief, allowing employees to easily strip entropy from Microsoft Dynamics® CRM into Part grouping applications much as Microsoft Office® Excel spreadsheet software and Microsoft Office® Speech statement processing software.
* Excitable and prosperous way to your assemblage through context-sensitive substance for populating forms or taking succeeding steps without dynamical screens.
* Customized workspaces that give users to create, forbid, and reuse choice views of client collection without the alteration of unneeded content.
* Zealous transplantable resource that helps enable champaign workers to get instant accession to client collection from most hot takeout devices including flying phones with Web browsers, and laptops.

Microsoft Dynamics® CRM Editions :

* Microsoft Dynamics® CRM 4.0 Adult
* Microsoft Dynamics® CRM 4.0 Least Enterprise
* Compare Editions

Microsoft Dynamics® CRM Features :

* Opportunity direction
* Sales walk direction
* Quotes
* Ordering direction
* Income ram management
* Email/Direct Marketing
* Case/Service direction
* Email Response Direction
* E-mail direction
* Searchable noesis number
* Marketing race direction

Some Microsoft Dynamics® CRM

Microsoft Dynamics® for client relation management empowers your employees to increase sales, satisfaction, and help with automatic CRM that's sluttish to use, customize, and maintain.

Microsoft Dynamics® byplay software offers a panoramic spectrum of feature-rich, inexpensive CRM solutions to better you fill your particular needs.

Whether you run a elflike, ontogeny enterprise or a elephantine organization with a countertenor enumerate of customers and bigger sales and marketing teams-you can use Microsoft Mechanics to serve you win relationships steady ameliorate. The Microsoft Dynamics® suite of CRM-related solutions inlcudes:

* Microsoft Dynamics® CRM
* Microsoft Dynamics® AX for theatre run
* Microsoft Dynamics® AX for income and marketing
* Microsoft Dynamics® GP for business accommodation
* Microsoft Dynamics® NAV for income and marketing
* Microsoft Dynamics® NAV for service direction
* Microsoft Dynamics® SL for tract conjugation
* Microsoft Office® Prospect 2003 with Byplay Occurrence Administrator

The CRM solutions and capabilities within Microsoft Dynamics® tie nearly to remaining Microsoft technologies that you may already use. This brings unitedly accumulation, helping your income group to work consumer questions without making the consumer act. Marketing planners can exercise the faithful results of marketing campaigns, from client inquiries to sales and services delivered. Managers can use playing aggregation to assess the consider of client relationships for your organization and create them more bearing.

When your employees use the CRM functionalities of Microsoft Dynamics®, they job within a known Microsoft® software surround. This helps slim distractions of having to inform and work with disparate software tools. For example, you can reach client and commerce collection and handle customer subject finished your e-mail curriculum. Or you can analyse accumulation and create reports in your spreadsheet cure.

Microsoft Dynamics® solutions are typically implemented for you by a Microsoft® mate with the change manufacture and discipline expertise.

Mine Features

2010-04-05T09:04:00.000-07:00

Mine Features

* Relation Direction
* Sales Direction
* Marketing Mechanisation
* Client Strengthener
* Client Work and Sustenance
* Dashboards
* Mindset Integrating

* Conjunction Direction
* Account Centric
* Possibleness Management
* Forecasting
* Marketing/Lead Management
* Readjustment
* Calculate Funds up

Source Strengths/Key Features

* The figure of Mine Labor benefits from the input and mortal practices of the earth's largest CRM person supposition.
* We conjunct our decades-long participate in CRM with the fashionable technologies in attain, compounding, and design to fruit software the way you require it.
* Source Enterprise is fashioned for the performing that wants its CRM to add operative regard, not retributive automate sales calls.
* GoldMine Payment enables you to turn more of these opportunities into added bottom-line view, ofttimes by investing information you already hoard.

Active FrontRange Solutions

Founded in 1989, FrontRange Solutions (FRS) develops software and services that figure organizations to bear bonzer client relationships. Since its inception, the organisation has focused on solutions plain specifically to the mid-market, and today it is the unquestionable cheat with many than one million users and a tent consumer listing.

FRS products are wanton to obligate and cater a fast recall on finance and low aggregate outlay of control. They also process fruitfulness and client spirit and aid. FrontRange set families, designed specifically for thriving and splashed endeavor organizations permit: GoldMine® for acting relation direction, team-based tangency management and sales organization mechanization solutions; IT Delivery Management with HEAT® and ITIL® standards-based modules for finish activity direction; and IP Contact Area for reduced study; and Fund Direction, which provides the knowledge to optimize the overloaded lifecycle of a organization's assets.

NetSuite Examination / Key Strengths

2010-04-05T09:00:00.000-07:00

NetSuite is the only hosted CRM remedy that provides your reps with a 360 makings compass of your customers.

* Perspective all client interactions and their total dealings chronicle.
* Upsell and transversal delude existing customers automatically
* Experience what customers bought and what they necessity
* View work issues, product, enjoin state, and owed invoices
* Situation realistic orders with built-in dictate direction
* Progress statesman correct forecasts using literal transaction aggregation
* Control and get strikingness in to committal correction
* Make quotes with a weightlifting of a fix
* Diagonal field costs and complexity related with managing element, software, upgrades, and patches, by using SaaS (Software as a company)
* Springiness your employees anytime, anywhere operation to your commerce software
* Utilise role-based, real-time dashboards to get present snapshots of key show indicators (KPIs), specified as new leads, opportunities, income orders, commissions, substantiation cases and forecasts

NetSuite CRM Features/Products

* Income Unit Automation
* Customer Function & Reenforcement
* Marketing Automation
* Mate / Water Direction
* Enjoin Direction

* Commissions / Incentive Management
* Real-time Dashboards
* Job & Project Following
* Customer Self-Service Portal
* Reiterate Multiplication
* Credit Management & Publishing
* Innovative Forecasting

Near NetSuite

NetSuite is the directive web-based concern management method with over 6,500 customers worldwide. Since 1998, NetSuite's charge has been to service healthy and midsize businesses run writer effectively. NetSuite was originally incorporated as NetLedger by its founders Larry Writer and a small protégé, Evan Golberg. The company's folk was ulterior denaturized to its new NetSuite.

NetSuite is delivered as an on-demand company, so there is no constituent to secure, no hulking, up-front authorize fee, and no multifactorial set-ups. NetSuite's patent-pending "real-time dashboard" discipline provides each employee with an easy-to-use, real-time aspect into role-specific commerce information that is e'er up-to-date. The system also can be easily custom through their SuiteFlex adps, so that users can pay and compound the NetSuite employment.

NetSuite
All-in-one front- and back-office answer spans CRM, Magnitude Direction, Accounting / ERP, eCommerce, and Mate Management making this a one-stop accumulation for maturation and midsize companies. The company's software helps you to handle your key mercantilism operations in a individual, nonsegregated method.
NetSuite CRM+
The only hosted CRM exertion that provides your reps with a 360 award survey of your customers.

Provides businesses puffy and bantam with customer-centric ambit to deal initial and on-going relationships over the phone, in person, or on the Web.

Answers for SAP SD Certification Sample Questions

2007-10-20T05:47:00.000-07:00

Answers for SAP SD Certification Sample Questions
Question: Which statements concerning goods issue are true?
Answer: A Goods issue reduces requirements in materials planning B Goods issue posts value changes to the stock account in inventory accounting C Goods issue posts value changes to the stock account in asset accounting D Goods issue posts value changes to the tax account E Goods issue reduces warehouse stocks
Question: Which of the following statements about billing are correct?
Answer: A. Invoice dates for creating invoices at certain times are maintained in the calendar. B. You cannot carry out pricing again during billing. C. A transaction-specific requirement, such as "deliveries must be combined in a collective invoice" can be set to control billing. D. If there are several payers for one delivery, only one billing document is created for each player.
Question: How is the schedule line determined?
Answer: A. Item category and document type B. Item category group and strategy group on the material master record C. Item category and MRP type on the material master record D. MRP Type and shipping point
Question: When processing a billing due list, you have the following options:
Answer: A. The invoicing run can be started as a simulation run. B. For performance reasons, the invoicing run via billing due list processing can only be carried out in batch. C. The invoice run can be carried out for delivery-related and order-related billing documents simultaneously. D. Order-related billing documents and delivery-related billing documents must always be created separately.
Question: How does the SAP system enable you to check the reason for documents not being combined in a billing document?
Answer: A. Using the Spilt analysis function in the environment menu of the billing document. B. Control of the document flow. C. Control of the billing log.
Question: How is the schedule line determined?
Answer: A. Item category and document type. B. Item category group and strategy group on the material master record. C. Item category and MRP type on the material master record. D. MRP Type and shipping point.
Question: Cutover strategy Q: Please explain cut over strategy procedure? Will the system golive 100% at the same time and cut the legacy system or will it be like 20% first day and 50% next day like that ?
A: Cutover strategy depends upon how the organizations design their data load strategies. Normally, you decide the sequence of Data loads for Configuration settings, Master data, Transaction data which follows whom and then you make a copy of the system as a Production system a day before and after checking the successful data loads, you go-live 100% or partial again depending upon organizational setup and policies.
What is Valuation Area and Valuation Class
What is Valuation Area? How is it linked with Valuation Class? What is the significance of Valuation Area?
Valuation areas are nothing but the level at which you want to valuate your materials. SAP provides two levels of valuation Plant level and company code level.
For example:
Valuation at plant level: Suppose you have two plants one in Hissar and one in Andhra Pradesh, Then of course you would like to valuate the rawmaterials at plant level as because you have got transportation cost and taxes etc to account for.
Valuation at company code level:Here you valuate all your material in same way.
In One client valuation areas can either be set to plant level or company code level. Once you have made this setting this cant be changed
Valuation classes are linked to valuation class in Tcode OBYC
If your valuation area is at plant level then in OBYC you will find a coloumn for Valuation modifier you can provide your plant there.
For example:
Valuation Mod Valuation class Account plant 1 3000 200130 *-- Tulsi
How To Configure New Division/Sales Area/Sales Office
New Division/Sales Area/Sales Office
4.6x
OVXA - Assign division to sales organization OVXG - Set up sales area
OVXM - Assign sales office to sales area e.g Sales Organization -> Distriubtion Channel -> Division -> Sales Office
VOR2 - Define Common Divisions
OVAN - Combine divisions allows you to share sales document type data between different divisions. You define the sales document types in a central division and then use it as a reference division. For e.g. Sales Organization Division Reference division ALL 01 01 ALL 02 01 ALL 03 01
OVKK - Define Pricing Procedure Determination For e.g. Sales Organization Distribution Channel Division Document Procedure Pricing Procedure ALL 01 01 A 1
SM30 Table/View : V_TSPA - Define New Division V_T134G_WS - Assign Business Area To Plant V_TVTA_GRE - Define Rules By Sales Area V_TVTA_KFV - Assign business area by sales area V_TVAKZ - Assign sales order types permitted for sales areas
SAP SD Questions: What is the difference between sales organization and sales area?
When you're talking about a company, based on which thing should we take? Is it different company codes for different locations or is it based on the product group?
Sales Organisation is the organisational unit which responsible for the selling of the product, movement of goods to the customet,customer right of recourse
Sales Area is the combination of the Sales: Organisation + Distribution Channel + Division.
Company code of an organisation is the legal entity which have separate Balansheet and profit & loss A/C required by law for the legal purpose so whenever an organisational unit have different Balance sheet and P/L A/c you can define a company code.
-- Sanjay yadav
Organistational Structure broadly refers to the way a company follows a set path of systems/hierarchies. Different companies do have different structures and the differences in structures emanates basically from the strategies. STRUCTURE FOLLOWS STRATEGY...
A Company's structure can be mapped in R/3 which would facilitate flow of information, flow of process and also facilitates work flow in a logical way.
A Sales Organisations structure is based on the Elements of the Organisation which are as follows.
1. Comapny Code 2. Sales Organisation 3. Distribution Channel 4. Division 5. Plant 6. Shipping POint.
A Company Code is generally created by finance guys and it broadly represents the highest point of structure.
The relation between Sales Org and Company code is Unique. One Sales Organisation can be assigned to one Comapny code. Think of one practical situation where in u can Say that Essar is One Group (Client). Essar Infotech (Company Code), Essar Oil (Company Code). Essar Oil may have Essar South (Sales Org) and Essar North( Sales Org). You have to remember that Essar SOuth is only assigned to Essar Oil and not Essar Infotech right....
A Combination of Sales Org, Distribution Channel and Division is called a Sales Area and a Sales Area is assigned to the company thru the Sales Orgn.
A plant is assigned to the company code. It is also assigned to the Sales Org and Dist Channe and this channel is called Delivering Plant.
A Shipping POint is assigned to the CLIENT. *-- Srini
Common Distribution Channel and Division
How to configure common distribution channel and division?
You can define common distribution channels and divisions. This is possible for two areas of SAP, for all master relevant data, and for all condition relevant data. The path is as follows: IMG -> Sales and distribution -> Master data -> Define common distribution channels. IMG -> Sales and distribution -> Master data -> Define common divisions. Transaction Code - The code here is [ VOR1 ]. After creating the organizational structure and relevant master records you want to use as the masters, that is, in the distribution channels and divisions you are going to use as a reference, you can group distribution channels and divisions separately for master data (which combines customer master and material master records), group condition records, or both master data and condition records. Let’s say you have a product range that is not different for the four different distribution channels you have (the channels could be telesales, retail, industry, and wholesale.) Neither is there a difference in the customers’ details when they purchase through one or the other. Thus, you will not want to create a multiple of four views of customer master and material master records. Merely create the customer master records and material master records in one of the distribution channels, such as retail. Then assign the other distribution channels you created in the organizational structure setup to this one.
Don’t forget this means you can only create or change master data in the distribution channel that is being referenced. In the scenario above, this means you can only change data for the retail distribution channel. Even if you should access a customer or material master in change mode, press F4 (possible entries), and select telesales, industry, or wholesale, you will receive a message “Sales area is not defined . . . ”
The same is true for the sharing of conditions. If conditions are shared, you need only create a condition in the distribution channel or division you are using as the reference. Obviously, this only pertains to conditions that have the distribution channel and/or division in their key, such as a price based on sales area."
Define Account Assignment Group
How to configure the Sales Account Determination?
Field found in Material Master Sales Organization 2.
To define the General Leger posting :-
IMG -> Sales and Distribution -> Account Assignment/Costing -> Revenue Account Determination -> Assign G/L Accounts
With this link, the material that used this account assignment group will be posted with the desired G/L accounts during Billing.
User will not be able to Release the billing document to Accounting if this is not setup.
If you happend to assign it via Cust.Grp/MaterialGrp/AcctKey, then you can let your user use this report to check the material assignment.
* Transaction code VKOA
REPORT ZMATNR_AC_ASSIGN LINE-SIZE 132 NO STANDARD PAGE HEADING LINE-COUNT 044(001).
TABLES: MARA, MVKE, "Sales Data for Material C001. "Cust.Grp/MaterialGrp/AcctKey
SELECT-OPTIONS: S_MTART FOR MARA-MTART DEFAULT 'DIEN', S_MATNR FOR MARA-MATNR, S_VKORG FOR MVKE-VKORG DEFAULT 'ALL'.
SELECT * FROM MARA WHERE MTART IN S_MTART AND MATNR IN S_MATNR. CLEAR MVKE. SELECT SINGLE * FROM MVKE WHERE MATNR = MARA-MATNR AND VKORG IN S_VKORG.
CLEAR C001. SELECT SINGLE * FROM C001 WHERE KTGRM = MVKE-KTGRM.
WRITE:/ MVKE-MATNR UNDER 'Material', C001-KTGRD UNDER 'Cust Grp', MVKE-KTGRM UNDER 'Matl Grp', C001-KVSL1 UNDER 'Acct Key', C001-SAKN1 UNDER 'G/L From', C001-SAKN2 UNDER 'G/L To '.
ENDSELECT.
TOP-OF-PAGE. FORMAT COLOR COL_TOTAL. WRITE: / SY-DATUM, SY-UZEIT, SY-REPID, 050 'Material Sales Account Assignment', 120 SY-UNAME, SY-PAGNO. SKIP. WRITE: /001 'Material', 020 'Cust Grp', 030 'Matl Grp', 040 'Acct Key', 050 'G/L From', 060 'G/L To '. SKIP.
Third Party Order Processing
Third party order processing is as follows: Assume three companies X, Y and Z X - The company, y - The customer Z - Vendor When ever X gets a PO from Y to supply some goods, X has an option of either manufacturing those goods or procuring those goods.
If he is procuring the goods, there are two methods that are generally followed: Method 1) After receiving the PO from Y, X creates a sales order against Y. Now at the same time he also creates a PO to a vendor Z to produce the goods Z produces the goods and supplies to X X receives the goods from Z Then X delivers the same goods to Y. After that X invoices Y and Z invoices X. Note : Here there is no direct/ Indirect relation between Z and Y. This process is known as Trading Process. and the Material here is created with Material type HAWA. The other method is a Third party order processing method: Here the glaring difference is that instead of Z supplying the material to X and X in turn supplying the same material to Y. X authorizes Z to supply the material to Y on his behalf and notify him once the delivery is complete. Now Z supplies the material to Y and acknowledges the same to X. Z will send a copy of delivery acknowledgement and invoice to X. After receiving the delivery confirmation and invoice from Z, X has to verify the invoice and this process is known as invoice verification and is done in SAP through Tcode MIRO. The next step for X is to create an invoice and submit to Y Only after the invoice verification document is posted then only X can create an invoice for Y. This is the business flow that is followed for third party order configuration. There are few steps that have to be configured to enable the system to function as mentioned above. Step1) If you are always followwing a third party process for a material then you have to create the material using item category group BANS. The procument type should be marked as External procurement (F) in MRP 2 view of the material master record. if you are not always allowing third party order processing then u can create a material master record with item category group as NORM and the procurement type should be marked as ( X) meaning both types of procurment ( in house manufacturing and external procurement). step 2) the item category in the order should be manually changed as TAS. For that you need to confugure the item category determination ord type + item cat grp + usge + Hiv level = Item cat + Manual item cat OR + NORM + + = TAN . + TAS OR + BANS + + = TAS Step 3) make sure that during the item category configuration for TAS you need to mark relevnat for billing indicator as F step 4) The schedule line cateogry for this type should be CS. make sure that you mark subsequent type as NB - purchase requisition in this schedule line category as this will trigger the purchase requision order immediately after the creation of the sales order and the PO to vendor is created against this purchase requiesion.
One Time Customer
V-07 - Create a one-time customer. (Account Group - CPDA)
In order for the user to create sales order, you have to maintiain the Account group for the Sold-to Party. (SP) VOPA - Maintain Partner Determination
Click Partner functions
Click Environment -> Acct. grp. assignment
To create a new entries, press Page Down till the last line.
SAP SD Credit Management
All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
SM30 - Table/View
V_TVTW - Define Distribution Channel
V_TVTA_KKB - Assign sales area to credit control area
V_T014 - FI - Define Credit Control Area
T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas e.g. Sales Organization Distribution Channel Division Distribution Channel Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
Check Credit
A - Credit limit check and warning message
B - Credit limit check and error message (no sales order can be created)
C - Credit limit check and delivery block (block delivery if hit credit limit)
Options B and C -> used for checking open order values (when you create/change the sales order)
D - Automatic credit control with open order values
More control in transaction OVA8 - Automatic credit control
You check for open orders and deliveries, or just open deliveries.
or open order values with other options
Credit group
Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check. You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
SAP default credit groups
01 - credit group for sales order
02 - credit group for delivery
03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
Open items
No of days open Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items % The customer balance must not exceed a certain percentage.
Oldest open items
If you don't want to deliver to the customer at all when even only 1 invoice is overdue. Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
Free Goods Determination in Sales Order
Free goods has the following limitations: - Free goods can only be supported on a 1:1 ratio. This means that an order item can lead to a free goods item. Agreements in the following form are not supported: ‘With material 1, material 2 and material 3 are free of charge‘ or ‘If material 1 and material 2 are ordered at the same time, then material 3 is free of charge‘. - Free goods are not supported in combinations with material structures (for example, product selection, BOM, variants with BOM explosion). - Free goods are only supported for sales orders with document category C (for example, not quotations). - Free goods are not supported for deliveries without reference to a sales order. - Free goods cannot be used in make-to-order production, third-party order processing and scheduling agreements. - If you defined a free goods for variants in a generic article (only SAP Retail), you can only process the variants in the purchase order and goods receipt individually (as single articles). In other words, you cannot process them using the generic article matrix.
4.6x
Not all Sales Order can be used for free goods determination. You have to check the SD document category if it does not work. Only category 'C' are supported. Check transaction VOV8.
Assume that you want to configure an inclusive FREE goods routine. Customers must order a minumum quantity of 5 before any free goods can be assign. For every quantity of 3, the customer will be given 1 free goods.
WC07 - Maintain Number Range Intervals e.g. No From number To number 01 0000010000 0000099999
IMG -> Sales and Distribution -> Basic Functions -> Free Goods ->
Maintain Access Sequences New Entries
Acsq NA00
Save
Maintain Condition Types
New Entries
Ctyp Name AcSq FREE Free Goods NA00
Save
Maintain Pricing Procedures
Procedures New Entries
Procedure Description FREE Free Goods
Select Procedure FREE then click Control data
Step Cntr Ctyp 10 10 FREE
V/N6 - Activate Free Goods Determination Assign Order Type OR with Document Procedure A with Procedure FREE
VBN1 - Create free goods determination
e.g. FREE inclusive
Material Min qty From are free good Calc Rule Free Goods 5 3 1 1 1
In this example, if you create a Sales Order for a quantity of 10, SAP will prompt you 7 as the customer order qty and 3 will be free. Customer only pay for the 7 quantity.
What is Forward and Backward Scheduling?
What do you mean by forward scheduling and backward scheduling?

2007-10-20T05:45:00.002-07:00

Is there a way for me to block a material from ever being entered in the Sales Order, if so how?
----------------------------------------------------------------------------------------------- If you want a material to be blocked, go to the Basic data 1 view of the material,there in the genral data you have " X-plant material status ". Also in Cost estimate 1 view of the material you have Plant Specific Material status. Use the options available to block the material in these two views.
You cannot use the material in sales order
Prakash.k
----------------------------------------------------------------------------------------------- Use the material exclusion function:
FUNCTIONALITY: SD> Master data > Products > Listing/Exclusion> Create ( Tcodes VBO1, VB02, VB03)
Enter the list/exclusion type B001: For the required
customer: Enter Maintain materials > Save > Exit
Create the order and enter material excluded to test exclusion.
CONFIGURATION: IMG SETTINGS For IMG settings; Go to IMG > SD > Basic Functions>Listing/Exclusion
ENsure that the listing/exclusion procedure is activated for your order type. You can also create your own condition types access sequences and procedures or use the SAP provided ones.
Kris J
----------------------------------------------------------------------------------------------- Additionally, another option is the sales block in the material master... It is in one of the two sales data tabs and you are able to configure specific blocks that allow it to be entered on credits but not on orders, blocked from all activity, allowed for quotes only, etc. It is one setting that becomes sales area specific and can easily be removed if you change your mind. It also has an effectivity date that can be used

What do you mean by forward scheduling and backward scheduling?

2007-10-20T05:45:00.001-07:00

Backward scheduling is the calculation of deadline dates: the arrival time at the customer site is calculated as the earliest possible goods receipt time at the customers unloading point on the requested delivery date. All four of the delivery and transportation scheduling lead times are subtracted from the customer’s requested delivery date to determine if this date can be met.
The transit time, loading time, and pick/pack time are subtracted from the customer’s requested delivery date to calculate the required material availability date.
The system calculates backward scheduling as follows:
Requested delivery date minus transit time = Goods issue date Goods issue date minus loading time = Loading date Loading date minus transportation lead time = Transportation scheduling date Loading date minus pick/pack time = Material availability date
By default, the system will calculate delivery dates the closest day, taking into consideration the working days of the shipping point and a rounding profile. In this case the system assumes a 24 hour work day and lead times can be entered in days up to 2 decimal points. This is referred to as daily scheduling.
Precise scheduling calculated down to the day, hour and minute is supported. This allows the scheduling of a delivery within a single day. It is activated by maintaining the working hours for a particular shipping point.
Backward scheduling is always carried out first. If the material availability date or transportation scheduling date is calculated to be in the past, the system must then use forward scheduling.
Forward scheduling is also done if no product is available on the material availability date calculated by backward scheduling. The system does an availability check to determine the first possible date when product will be available. This new material availability date forms the starting point for scheduling the remaining activities. The loading time, pick/pack time, transit time, and transportation lead time are added to the new material availability date to calculate the confirmed delivery date. *-- Soumyajit
Backorder Processing
Backorder processing is a functionality in SAP where you can change the committments and over-ride the blockage of stocks marked against sales documents/deliveries. For e.g. you receive an order from a very important customer for material "A" but the entire quantity of A is committed to another customer "B" via earlier sales orders and this is where BACKORDER processing helps you to change the committment and shift stock due for B to A. This is the benefit of this funtionality.
OMIH - Checking rule for updating backorders OPJL - Define new checking rule OPJJ - Define scope of check
V_RA - Backorder Processing
Data selection:- Sold-to-party Customer code Mandatory Sales Organization Mandatory Distribution Channel Mandatory Division Mandatory
Changed confirmed quantity :- Tick the material you want to changed and click the Backorder button Confirmed quantity that still can be changed are highlighted.
V.15 - Backorder List Sales Organization Mandatory Distribution Channel Mandatory Division Mandatory
Block Material in Sales Order

Backorder Processing

2007-10-20T05:43:00.000-07:00

Backorder processing is a functionality in SAP where you can change the committments and over-ride the blockage of stocks marked against sales documents/deliveries. For e.g. you receive an order from a very important customer for material "A" but the entire quantity of A is committed to another customer "B" via earlier sales orders and this is where BACKORDER processing helps you to change the committment and shift stock due for B to A. This is the benefit of this funtionality.
OMIH - Checking rule for updating backorders OPJL - Define new checking rule OPJJ - Define scope of check
V_RA - Backorder Processing
Data selection:- Sold-to-party Customer code Mandatory Sales Organization Mandatory Distribution Channel Mandatory Division Mandatory
Changed confirmed quantity :- Tick the material you want to changed and click the Backorder button Confirmed quantity that still can be changed are highlighted.
V.15 - Backorder List Sales Organization Mandatory Distribution Channel Mandatory Division Mandatory
Block Material in Sales Order
Is there a way for me to block a material from ever being entered in the Sales Order, if so how?
----------------------------------------------------------------------------------------------- If you want a material to be blocked, go to the Basic data 1 view of the material,there in the genral data you have " X-plant material status ". Also in Cost estimate 1 view of the material you have Plant Specific Material status. Use the options available to block the material in these two views.
You cannot use the material in sales order
Prakash.k
----------------------------------------------------------------------------------------------- Use the material exclusion function:
FUNCTIONALITY: SD> Master data > Products > Listing/Exclusion> Create ( Tcodes VBO1, VB02, VB03)
Enter the list/exclusion type B001: For the required
customer: Enter Maintain materials > Save > Exit
Create the order and enter material excluded to test exclusion.
CONFIGURATION: IMG SETTINGS For IMG settings; Go to IMG > SD > Basic Functions>Listing/Exclusion
ENsure that the listing/exclusion procedure is activated for your order type. You can also create your own condition types access sequences and procedures or use the SAP provided ones.
Kris J
----------------------------------------------------------------------------------------------- Additionally, another option is the sales block in the material master... It is in one of the two sales data tabs and you are able to configure specific blocks that allow it to be entered on credits but not on orders, blocked from all activity, allowed for quotes only, etc. It is one setting that becomes sales area specific and can easily be removed if you change your mind. It also has an effectivity date that can be used

Is there a way for me to block a material from ever being entered in the Sales Order, if so how?

2007-10-20T05:42:00.000-07:00

----------------------------------------------------------------------------------------------- If you want a material to be blocked, go to the Basic data 1 view of the material,there in the genral data you have " X-plant material status ". Also in Cost estimate 1 view of the material you have Plant Specific Material status. Use the options available to block the material in these two views.
You cannot use the material in sales order
Prakash.k
----------------------------------------------------------------------------------------------- Use the material exclusion function:
FUNCTIONALITY: SD> Master data > Products > Listing/Exclusion> Create ( Tcodes VBO1, VB02, VB03)
Enter the list/exclusion type B001: For the required
customer: Enter Maintain materials > Save > Exit
Create the order and enter material excluded to test exclusion.
CONFIGURATION: IMG SETTINGS For IMG settings; Go to IMG > SD > Basic Functions>Listing/Exclusion
ENsure that the listing/exclusion procedure is activated for your order type. You can also create your own condition types access sequences and procedures or use the SAP provided ones.
Kris J
----------------------------------------------------------------------------------------------- Additionally, another option is the sales block in the material master... It is in one of the two sales data tabs and you are able to configure specific blocks that allow it to be entered on credits but not on orders, blocked from all activity, allowed for quotes only, etc. It is one setting that becomes sales area specific and can easily be removed if you change your mind. It also has an effectivity date that can be used

Why partner determinations is that much important and also explain the procedure for Partner determination?

2007-10-20T05:40:00.002-07:00

Following explains how to crete a rebate agreement, test it using a sales order and billing it. Then settling it partially or fully using a rebate credit memo. Please use the basic procedure and tweak your IMG settings according to your unique requirements.
Rebate processing: 1. First requirement is that the rebate processing must be active for a. the customer ( check in customer master) , b. for the billing type ( check in IMG > Billing > rebate processing > active rebate processing > select billing documents for rebate processing. ) c. For the sales organizatin: ( check in IMG > Billing> rebate processing > active rebate processing > Active rebate processing for sales org. )
2. Next create a rebate agreement For this ust T-code VB01. For the rebate agreement type you can choose either 0001 ( group rebate ) or 0002 material rebate or 0003 ( customer rebate ) etc b. Enter your rebate conditions. Dont forget to enter the accrual rate here.
3. Now test your rebate functionality : create a sales order for the particular customer, sales org ( ensure that the billing type used in your sales order is relevant for rebate) . Create outbound delivery, transfer order to do picking and post goods issue.
4. Now go to Tcode VB03 and check your rebate by choosing conditions , selecting the condition line and choosing payment data. You will see that the accruals and business volume are updated when accounting doc is created for billing.
5. Settling your rebates: Once your rebates have been accrued you need to settle the rebate. For this first release the rebate for settlement by using Tcode VB02. As a trial basis choose B ( you can choose other settings based on your requirement) and choose Create manual accrual. Now enter the amount to be paid and save the rebate agreement.
6. Next display your rebate agreement using Tcode VB03. Enter your rebate agreement number . Next choose rebate payments > Rebate documents and select partial settlement. Click on the choose button to note down your credit request number.
7. Use Tcode VA02 and release the billing block for your credit request. ( use item overview tab)
8. Now use VF01 to create a rebate credit memo by entering the credit memo request number and save it
9. Now release the credit memo to accounting using vf02.

ales Order Stock
Sales Order Stock are stock with Special Stock type E. It can fall into the usual stock categories such as unrestricted, blocked etc. but "belongs" to a sales order. For example, you create a sales order for a part and assign a sales item category that generates an individual requisition, the requirement has an account assignment linking it to the sales order schedule line, you convert that requisition to a Purchase Order.
When you receive the Purchase Order, the stock is placed in sales order stock. It will show against the sales order/sales order line. It can only be delivered against that sales order line. Any availability check etc for that material on any other sales order will not take it into account as it is not available except to the sales order line the stock is assigned to.
RSM30 - Table View - V_TVEPZ -> Assign schedule line categories
First check the Proposed schdule line category (SchLC) - double click on the line item
VOV6 - Maintain the schedule line categories - double click on the line item
For example, you can control the default returns movement type.
651 - two steps - with a transfer posting using 453
653 - one steps - direct post to unrestricted used
Control the Transaction Flow (tick to activate the function)
transfer of requirement
for availability check for sales
production allocation active

Question : Subject : Good Return from Customer

2007-10-20T05:40:00.001-07:00

Return to :-

2007-10-20T05:39:00.000-07:00

Hi,
We have posted GI to ship the material from our plant to our customer plant in Japan (also belongs to our own company, we're doing intercom transfer). Now they want to return the material to us because of xxx reason.
Can I know what is the process for us to do Good Return? Could you show me the exact steps/transactions used to handle this process.
What if the billing document has been created and they have made payment to us?
What if the billing document has been created and sent but they have made payment to us?
Thank you in advance.

Answer : Subject : Good Return from Customer

2007-10-20T05:38:00.002-07:00

Hello
All returns against sales order are effected against sales order type RE.
You can copy this order type and rename it to suit your purpose. Kindly understand that sales returns are against billing raised. which means while creating the sales return order , do it with reference to the Billing Number. this will ensure all the original effects in the billing to be passed on to the SRA . The creidt memo is based on the order and not on the delivery. so you need to be careful.
try it first in the deveelopment server before doing it in the production server. also ensure to verify that the creditmemo actually credits the customer and debits sales account. we had this problem due to some hot patch application in ver 4.0B and then had to get the relevant code from SAP OSS for applying in the copy control routines. As regards the payment, the amount will appear as credit balance in the customer account and you need to decide whether to adjust against some other invoice or refund the amount to the party.

Answer : Subject : Good Return from Customer

2007-10-20T05:38:00.001-07:00

Hi,
Appreciate your explaination but can you just tell me the steps/transactions to do Good Return process? FYI, we are using NLCC document type for intercom-transfer and now the receiving plant wants to return the material to us. The billing document has been created and settled.
Could you kindly tell me the steps/transactions to handle this process???
Thank you.

Answer : Subject : Good Return from Customer

2007-10-20T05:37:00.000-07:00

Hi,
you won't be able to use the standard customer return process for these cases. A customer return will only do the postings on one side (goods receipt, customer credit memo), but will not reduce inventory on the other side or create the debit memo. I had the same requirement in a previous project and we used the same process we had for the initial transactions, just everything starts from your plant in Japan and they deliver stock to your plant and charge you.