Revenue Recognition _RR1

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Transcript of Revenue Recognition _RR1

EHP3 for SAP ERP 6.0 June 2009 English

Revenue Recognition Processing (474)Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

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SAP Best Practices

Revenue Recognition Processing (474): Configuration Guide

Copyright Copyright 2009 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, System i, System i5, System p, System p5, System x, System z, System z9, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, POWER5+, OpenPower and PowerPC are trademarks or registered trademarks of IBM Corporation. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Revenue Recognition Processing (474): Configuration Guide

IconsIcon Meaning Caution Example Note Recommendation Syntax

Typographic ConventionsType Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Example text

EXAMPLE TEXT Keys

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Revenue Recognition Processing (474): Configuration Guide

ContentsRevenue Recognition Processing (474)....................................................................................... 8 1 2 Purpose ............................................................................................................................... 8 Preparation .......................................................................................................................... 8 2.1 3 Prerequisites .............................................................................................................. 8

Configuration........................................................................................................................ 9 3.1 3.1.1 Financials................................................................................................................... 9 Create New G/L Accounts ...................................................................................... 9 Chart of Accounts: Accounts .......................................................................... 9

3.1.1.1 3.1.2 3.2 3.2.1

Creating a Cost Element for GL Account .............................................................. 12 Logistics ................................................................................................................... 14 Assign Material Master G/L Accounts ................................................................... 14 Check Master Data Relevant For Account Assignment ................................. 14 New Rev. Acct Determination w/ new G/L .................................................... 15

3.2.1.1 3.2.1.2 3.2.2

Maintain Output Determination ............................................................................. 16 Output Condition Type: Sales Docs.............................................................. 16 Output Condition Type: Billing ...................................................................... 19 Output Determination Procedure: Billing ....................................................... 22 Output Determination Procedure: Sales Docs............................................... 23

3.2.2.1 3.2.2.2 3.2.2.3 3.2.2.4 3.2.3

Pricing.................................................................................................................. 24 Define Condition Tables ............................................................................... 24 Create Access Sequences ........................................................................... 25 Pricing Condition Type ................................................................................. 26 Pricing Procedure ........................................................................................ 28 Pricing Procedures: Customer and Document .............................................. 32

3.2.3.1 3.2.3.2 3.2.3.3 3.2.3.4 3.2.3.5 3.2.4

Billing Doc Type ................................................................................................... 34 Define Billing Doc Types .............................................................................. 34

3.2.4.1 3.2.5

SD Sales Document ............................................................................................. 36 Incompleteness Procedure ........................................................................... 36

3.2.5.1 3.2.6

Define Item Categories ......................................................................................... 37 Item Category Groups .................................................................................. 37 Item Categories............................................................................................ 38 Assign Partner Determination Procedure to Item Category ........................... 42 Assign Incompleteness Procedure to Item Categories .................................. 42 Delivery Item Categories .............................................................................. 43

3.2.6.1 3.2.6.2 3.2.6.3 3.2.6.4 3.2.6.5 3.2.7

Contracts.............................................................................................................. 44

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SAP Best Practices 3.2.7.1 3.2.7.2 3.2.7.3 3.2.7.4 3.2.7.5 3.2.8

Revenue Recognition Processing (474): Configuration Guide

Date Determination Rule .............................................................................. 44 Cancellation Rule ......................................................................................... 45 Define Cancellation Procedure (Contract)..................................................... 46 Assign Cancellation Rule to Cancellation Procedure..................................... 46 Update Contract Profile ................................................................................ 47

Create Sales Document Type ............................................................................... 48 Create Sales Doc Types .............................................................................. 48 Assign Item Category ................................................................................... 50 Assign Sales Docs To Sales Area ................................................................ 52 Assign Incompleteness Procedures.............................................................. 53 Document Pricing Procedure........................................................................ 53 Assign Pricing Procedure ............................................................................. 54 Assign Schedule Line Category.................................................................... 55 Order reason................................................................................................ 56

3.2.8.1 3.2.8.2 3.2.8.3 3.2.8.4 3.2.8.5 3.2.8.6 3.2.8.7 3.2.8.8 3.2.9

Material Determination ......................................................................................... 56 Condition Type Mat Determination ............................................................... 56 Assign Mat Det Procedure to Doc Type ........................................................ 57 Substitution Rules ........................................................................................ 58

3.2.9.1 3.2.9.2 3.2.9.3 3.2.10

Sales Document Copy Control.............................................................................. 58 Copy Controls - Sales Doc to Sales Doc....................................................... 58 Copy Control - Sales to Delivery Document .................................................. 60

3.2.10.1 3.2.10.2 3.2.11

Billing Plan ........................................................................................................... 61 Define Date Descriptions.............................................................................. 61 Billing Plan ................................................................................................... 62 Maintain Date Category for Billing Plan ........................................................ 64 Define Blocking Reason for Billing ................................................................ 65 Assigning Blocking Reason for Billing Types ................................................ 65 Maintain Date Proposals for Billing Plan Types............................................. 66 Assign Billing Plan to Sales Document Type................................................. 67 Assign Billing Plan to Item Category ............................................................. 68

3.2.11.1 3.2.11.2 3.2.11.3 3.2.11.4 3.2.11.5 3.2.11.6 3.2.11.7 3.2.11.8 3.2.12

Assign Output Determination Procedures ............................................................. 69 Assign Output Det. Procedure: Sales Docs .................................................. 69 Assign Output Determination Procedure....................................................... 69

3.2.12.1 3.2.12.2 3.2.13

Copy Control Billing Document to Sales................................................................ 70 Copy control Billing Doc to Sales Doc........................................................... 70 Copy Control Sales Doc to Billing Doc .......................................................... 72 Copy Control Billing Doc to Sales Doc.......................................................... 75

3.2.13.1 3.2.13.2 3.2.13.3

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SAP Best Practices 3.2.14

Revenue Recognition Processing (474): Configuration Guide

Revenue Recognition Setting ............................................................................... 76 Maintain Revenue Realization Account Determination.................................. 76 Set Revenue Recognition For Item Categories ............................................. 77

3.2.14.1 3.2.14.2 3.3 3.3.1

COPA....................................................................................................................... 78 Structures............................................................................................................. 78 Define Value Field........................................................................................ 78 Assign Value Field and Characteristic to Operating Concern ........................ 78

3.3.1.1 3.3.1.2 3.3.2

Revaluation Keys ................................................................................................. 79 Maintain Revaluation Keys ........................................................................... 79

3.3.2.1 3.3.3

Planning Layout.................................................................................................... 80 Define Planning Layout ................................................................................ 80

3.3.3.1 3.3.4

Planning Framework............................................................................................. 81 Define Planning Levels................................................................................. 81 Define Planning Packages ........................................................................... 82 Define Planning Methods (Parameter Set).................................................... 82

3.3.4.1 3.3.4.2 3.3.4.3 3.3.5

Transfer of Billing Documents ............................................................................... 83 Assign Value Fields...................................................................................... 83

3.3.5.1 3.3.6 3.3.7

Change PA Transfer Structure for Settlement ....................................................... 84 Information System .............................................................................................. 84 Change Profitability Report........................................................................... 84 Change Forms for Profitability Reports ......................................................... 85

3.3.7.1 3.3.7.2 3.4 3.4.1 3.4.2 4

Materials Management ............................................................................................. 86 Material Type for Non-valuated Media .................................................................. 86 Define Material Groups......................................................................................... 87

Master Data ....................................................................................................................... 87 4.1 4.1.1 4.1.2 4.2 4.2.1 4.2.2 4.2.3 4.2.4 4.2.5 4.2.6 4.2.7 4.2.8 Materials Management ............................................................................................. 87 Material Type: DIEN Service.............................................................................. 87 Nonvaluated Media Goods Materials-YHWB......................................................... 90 Sales and Distribution............................................................................................... 91 Material Determination Condition Record.............................................................. 91 Create Material Determination Condition Records (YH01)..................................... 91 Create Sales Condition Record (BA01 & BA02) .................................................... 92 Create Sales Condition Record (KO01) ................................................................ 92 Create Billing Condition Records (RD10/RD20) .................................................... 93 SD Condition for condition type PR00 ................................................................... 94 SD Condition for condition type YHSV .................................................................. 95 SD Condition for condition type YHSM.................................................................. 95

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SAP Best Practices 4.2.9 4.3 4.3.1 4.3.2

Revenue Recognition Processing (474): Configuration Guide

SD Condition for condition type YHSV .................................................................. 96 CO ........................................................................................................................... 97 Create Activity Types............................................................................................ 97 Change Activity Type/ Price Planning Actual Year ................................................ 97

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Revenue Recognition Processing (474) 1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the Quick Guide of your SAP Best Practices version, which you can find on this solution's SAP Note.

2 Preparation2.1 PrerequisitesBuilding BlocksBefore you start installing this building block, the installation of certain building blocks must have been completed. These prerequisite building blocks can be found on the Prerequisite matrix, available on this solution's DVD on the Sitemap page.

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3 Configuration3.1 Financials3.1.1 3.1.1.1 UseIn this activity, you create the new accounts.

Create New G/L Accounts Chart of Accounts: Accounts

Procedure1. Access the activity using one of the following navigation options: Transaction Code SAP ECC Menu FS00 Accounting Financial Accounting General Ledger Master Records G/L Accounts Individual Processing In Company code

2. On the Edit G/L Account Centrally screen, in the G/L Account field, make the following entries: Field G/L Account Company Code User Action or Values 400006 1000

3. From the menu, choose G/L Account Create 4. Make the following entries on the indicated tabs: Field Type/Description tab Short text Long text Control Data tab Only balances in local crcy Posting without tax allowed Sort Key Functional Key Tax category Field Status Group Deselected Deselected 001 YB10 + (only output tax allowed) Y013 Sales Rev Lic Dom Sales Revenue License Domestic User Action or Values

Line Item display

Selected

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SAP Best Practices 5. Save your entries.

Revenue Recognition Processing (474): Configuration Guide

6. Repeat steps 1 to 5 for the following information. From the menu, choose G/L Account Create with Reference and copy 410000 to 410007 Field User Action or Values

Type/Description tab Short text Long text Software Ed/Con Sales Revenue Education/Consulting Domestic

7. Create new G/L Account 410005 from reference using account 410000 Field User Action or Values

Type/Description tab Short text Long text 8. Choose Back. Software Mnt/Sup Sales Revenue Maintenance/Support

9. Repeat steps 2 to 5 for the following information: Account 440026 Field Type/Description tab Short text Long text Control Data tab Only balances in local crcy Posting without tax allowed Functional Key Tax category Field Status Group Sort Key Line Item display 10. Save your entries. Create new G/L Account 440025 from reference using account 440020 Field User Action or Values Deselected Deselected YB15 + (only output tax allowed) Y001 001 Selected Software License Dis Software License Discounts User Action or Values

Type/Description tab Short text Long text Software Mnt/Sup Dis Software Maintenance/Support Discounts

Create new G/L Account 440027 from reference using account 440020

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Field

User Action or Values

Type/Description tab Short text Long text Software Ed/Con Disc Software Education/Consulting Discounts

11. On the Edit G/L Account Centrally screen, in the G/L Account field, make the following entries: Field G/L Account Company Code User Action or Values 125510 1000

12. From the menu, choose G/L Account Create with Reference. 13. On the Reference Account dialog box, make the following entries, then choose Field G/L Account Company Code User Action or Values 125500 1000 Continue:

14. Make the following entries on the indicated tabs: Field Type/Description tab Account Group Short text Long text Control Data tab Only balances in local crcy Posting without tax allowed Tax category Open item management Line item display Create/bank/interest tab Post automatically only Field Status Group 15. Save your entries. 16. Choose Back. Selected Y001 Deselected Selected + Selected Selected Preconf Co. Balance Sheet Deferred Rev. Lic Deferred Revenue Licenses User Action or Values

Create new G/L Account 125515 from reference using account 125510 Field User Action or Values

Type/Description tab Short text Def. Rev. - Sup/Main

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Field Long text

User Action or Values Deferred Revenue - Support/Maintenance

Create new G/L Account 125517 from reference using account 125510 Field User Action or Values

Type/Description tab Short text Long text Def. Rev. - Educ/Consulting Deferred Revenue - Education / Consulting

Create new G/L Account 125320 from reference using account 125300 Field Type/Description tab Account Group Short text Long text Control Data tab Only balances in local crcy Posting without tax allowed Tax category Open item management Line item display Create/bank/interest tab Post automatically only Filed Status Group Selected Y001 Deselected Selected + Selected Selected Preconf Co. Balance Sheet Acct Rcvbl Unbilld Accounts Receivable Unbilled User Action or Values

Create new G/L Account 660005 from reference using account 660000 Field Type/Description tab Short text Long text SW Media Document. SW Media Documentation User Action or Values

ResultYou have created the necessary accounts.

3.1.2 Use

Creating a Cost Element for GL Account

In this activity, you create a cost element for the G/L account 410006, 410005 , 410007 ,440026,440027, 440025 and 660005

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Procedure1. Access the activity using one of the following navigation options: Transaction Code SAP ECC Menu KA01 Accounting Controlling Profit Center Accounting Master Data Revenue/Cost Element Create

2. On the Set Controlling Area dialog box, in the Controlling Area field, enter 1000 and choose Continue. 3. On the Create Cost Element: Initial Screen, in the Cost Element field, enter 660005 and choose Enter. 4. On the Create Cost Element: Basic Screen, make the following entries: Field Valid From/To Name Description CElem Category 5. Save your entries. 6. Choose Back. User Action or Values 01/01/2000 to 12/31/9999 SW Media Document SW Media Documentation 1

7. Repeat step 1 to 6 for following cost element Cost element 410006 410007 410005 440025 440026 440027 Cost element category 11 11 11 12 12 12

ResultThe cost element is created.

3.1.2.1.1 Use

Cost Element Groups: Values (Cost Elements)

The purpose of this activity is to assign all cost elements to one of the cost element groups.

Procedure1. Access the activity using the following navigation options:

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Revenue Recognition Processing (474): Configuration Guide Accounting Controlling Cost Center Accounting Master Data Cost Element Group Change KAH2

SAP Menu Transaction Code

2. On the Change Cost Element Group: Initial Screen, enter the cost element group and choose Hierarchy. 3. On the Change Cost Element Group: Structure screen, choose Insert Cost Element. 4. Enter the minimum and the maximum value of cost element range to be assigned. 5. Save your entries. 6. Make the following sets of entries and save your entries: Cost Element Group 5100_CE 5100_CE 5100_CE 5200_CE 5200_CE 5200_CE From Value 410006 410005 410007 440026 440025 440027 To Value 410006 410005 410007 440026 440025 440027

3.2 Logistics3.2.1 3.2.1.1 UseYou can set the system so that account determination is dependent upon the following master data fields:

Assign Material Master G/L Accounts Check Master Data Relevant For Account Assignment

Account group for material in the material master record Account group for customer in the customer master record

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Account Assignment/ Costing Revenue Account Determination Check Master Data Relevant for Account Assignment

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2. On the Choose Activity dialog box, double-click Materials: Account Assignment Groups. 3. On the Change View Materials: Account Assignment Groups: Overview screen, choose the New entries button. 4. Make the following entries Acct assignment grp Y6 Y4 Y5 5. Save your entries. 6. Choose Back. Description License Maint & Supp Educ & Consult

ResultYou have checked the master data that is relevant for account assignment

3.2.1.2 3.2.1.2.1 Use

New Rev. Acct Determination w/ new G/L Prepare Revenue Account Determination

You can set the system so that account determination is dependent upon the following master data fields:

Account group for material in the material master record Account group for customer in the customer master record

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu VKOA Sales and Distribution Basic Functions Account Assignment/ Costing Revenue Recognition Maintain Account Determination

2. On the Assign G/L Accounts screen, double-click the row for Table 1: Cust.Grp/MaterialGrp/AcctKey. 3. Choose the New entries button. 4. Make the following entries:

Make entries only for Y4, Y5 and Y6 (for new account assignment objects created for software). Do not change others. App V CndTy. KOFI ChAc 0010 Sorg. 1000 Cust AAG 01 Mat AAG Y6 ActKy ERL G/L Account 410006 Provision acc. 125510

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V V V V V

KOFI KOFI KOFI KOFI KOFI

0010 0010 0010 0010 0010

1000 1000 1000 1000 1000

01 01 01 01 01

Y4 Y5 Y6 Y4 Y5

ERL ERL ERS ERS ERS

410005 410007 440026 440025 440027

125515 125517 125510 125515 125517

5. Save your entries. 6. Choose Back.

7. Repeat steps 2 to 6 for the remaining tables, using the following information AcctAssgnTable 3 - Mat Grp/ Acct Key App V V V V V V CndTy KOFI KOFI KOFI KOFI KOFI KOFI ChAc 0010 0010 0010 0010 0010 0010 Sorg 1000 1000 1000 1000 1000 1000 Cust AAG Y6 Y4 Y5 Y6 Y4 Y5 Mat AAG ActKy ERL ERL ERL ERS ERS ERS G/L Account 410006 410005 410007 440026 440025 440027 Provision Acc. 125510 125515 125517 125510 125515 125517

ResultYou have prepared revenue account determination.

3.2.2 3.2.2.1 Use

Maintain Output Determination Output Condition Type: Sales Docs

In this step, you define the output types for output type records. The output type represents different output, such as quotations, order confirmations, and delivery notes in the SAP System.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Types

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2. Choose the Display/Change button. 3. Choose the New Entries button. 4. Make the following entries: Output Type Name General data tab Access sequence Access to conditions Default values tab Dispatch time Transmission Medium Partner Function Storage system tab Storage Mode Document type Print tab PrntParamtr criteria 5. Save your entries. 6. Choose Back. Sales organization Print only SDOORDER Send with periodically scheduled job Print output SP #0004 Selected BA01 Order Conf. - SW

7. Repeat steps 3 to 6 for the following information: Output Type Name General data tab Access sequence Access to conditions Default values tab Dispatch time Transmission Medium Partner Function Storage system tab Storage Mode Document type Print tab PrntParamtr criteria Sales organization Sales organization Print only SDOCONTRAC Print only SDOORDER Send with periodically scheduled job Print output SP Send with periodically scheduled job Print output SP #0003 Selected #0004 Selected KO01 Contract - SW BA02 Order Output - CMR/DMR

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8. On the Change View Output Types: Overview screen, select the row for Output type BA01, then in the Dialog Structure pane, double-click Mail title and texts. 9. For the EN Language row, in the Document Title column, enter Access Type for Print Parameter and Proposal. 10. Save your entries. 11. Choose Back.

12. Repeat steps 8 to 11 for the following information: Application V1 V1 Output Type KO01 BA02 Document title Access Type for Print Parameter and Proposal Access Type for Print Parameter and Proposal

13. On the Display View Output Types: Overview screen, select the row for Output type BA00, then in the Dialog Structure pane, double-click Processing routines. 14. Choose the New Entries button. 15. Make the following entries: Output Type BA01 Transmission Medium Print output FORM routine ENTRY PDF/Smart Form: Form Name YBUS_SDORC

Application V1

Program /SMB40/RVADOR01

16. Save your entries. 17. Choose Back.

18. Repeat steps 14 to 17 for the following information: Output Type BA01 BA01 BA01 Transmission Medium Fax EDI Distribution (ALE) PDF/Smart Form: Form Name YBUS_SDORC

Application V1 V1 V1

Program /SMB40/RVADOR01 RSNASTED RSNASTED

FORM routine ENTRY EDI_PROCESSING ALE_PROCESSING

19. Repeat steps 13 to 17 for the following information: Output Type KO01 KO01 BA02 BA02 BA02 BA02 Transmission Medium Print output Fax Print output Fax EDI Distribution (ALE) PDF/Smart Form: Form Name YBUS_SDORC YBUS_SDORC YBUS_SDORC YBUS_SDORC

Application V1 V1 V1 V1 V1 V1

Program /SMB40/RVADOR01 /SMB40/RVADOR01 /SMB40/RVADOR01 /SMB40/RVADOR01 RSNASTED RSNASTED

FORM routine ENTRY ENTRY ENTRY ENTRY EDI_PROCESSING ALE_PROCESSING

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20. On the Display View Output Types: Overview screen, select the row for Output type BA00, then in the Dialog Structure pane, double-click Partner functions. 21. Choose the New Entries button. 22. Make the following entries: Application V1 V1 V1 V1 23. Save your entries. 24. Choose Back. Output Type BA01 BA01 BA01 BA01 Transmission Medium Print output Fax EDI Distribution (ALE) Partner Function SP SP SP SP

25. Repeat steps 20 to 24 for the following information: Application V1 V1 V1 V1 V1 V1 Output Type KO01 KO01 BA02 BA02 BA02 BA02 Transmission Medium Print output Fax Print output Fax EDI Distribution (ALE) Partner Function SP SP SP SP SP SP

ResultYou have defined the output types for output type records.

3.2.2.2 Use

Output Condition Type: Billing

In this step, you define the output types for output type records. The output type represents different output, such as quotations, order confirmations, and delivery notes in the SAP System.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Maintain Output Types

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2. Choose the Display/Change button. 3. Choose the New Entries button. 4. Make the following entries: Output Type Name General data tab Access sequence Access to conditions Default values tab Dispatch time Transmission Medium Partner Function Storage system tab Storage Mode Document type Print tab PrntParamtr criteria 5. Save your entries. 6. Choose Back. Sales organization Print only SDOINVOICE Send with periodically scheduled job Print output BP #0002 Selected RD10 Inv. - SW Contract

7. Repeat steps 3 to 6 for the following information: Output Type Name General data tab Access sequence Access to conditions Default values tab Dispatch time Transmission Medium Partner Function Storage system tab Storage Mode Document type Print tab PrntParamtr criteria Sales organization Print only SDOINVOICE Send with periodically scheduled job Print output BP #0002 Selected RD20 Inv. - SW Order

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8. On the Change View Output Types: Overview screen, select the row for Output type RD10, then in the Dialog Structure pane, double-click Mail title and texts. 9. For the EN Language row, in the Document Title column, enter Access Type for Print Parameter and Proposal. 10. Save your entries. 11. Choose Back.

12. Repeat steps 8 to 11 for the following information: Application V3 Output Type RD20 Document title Access Type for Print Parameter and Proposal

13. On the Display View Output Types: Overview screen, select the row for Output type RD10, then in the Dialog Structure pane, double-click Processing routines. 14. Choose the New Entries button. 15. Make the following entries: Application V3 Output Type RD10 Transmission Medium Print output Program RLB_INVOICE FORM routine ENTRY PDF/Smart Form: Form Name YBUS_SDINV

16. Save your entries. 17. Choose Back.

18. Repeat steps 14 to 17 for the following information: Application V3 V3 V3 Output Type RD10 RD10 RD10 Transmission Medium Fax EDI Distribution (ALE) Program RLB_INVOICE RSNASTED RSNASTED FORM routine ENTRY EDI_PROCESSING ALE_PROCESSING PDF/Smart Form: Form Name YBUS_SDINV

19. Repeat steps 13 to 17 for the following information: Application V3 V3 V3 V3 Output Type RD20 RD20 RD20 RD20 Transmission Medium Print output Fax EDI Distribution (ALE) Program RLB_INVOICE RLB_INVOICE RSNASTED RSNASTED FORM routine ENTRY ENTRY EDI_PROCESSING ALE_PROCESSING PDF/Smart Form: Form Name YBUS_SDINV YBUS_SDINV

20. On the Display View Output Types: Overview screen, select the row for Output type BA00, then in the Dialog Structure pane, double-click Partner functions. 21. Choose the New Entries button. 22. Make the following entries: Application V3 V3 Output Type RD10 RD10 Transmission Medium Print output Fax Partner Function BP BP

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V3 V3 23. Save your entries. 24. Choose Back.

RD10 RD10

EDI Distribution (ALE)

BP BP

25. Repeat steps 20 to 24 for the following information: Application V3 V3 V3 V3 Output Type RD20 RD20 RD20 RD20 Transmission Medium Print output Fax EDI Distribution (ALE) Partner Function BP BP BP BP

ResultYou have defined the output types for output type records.

3.2.2.3 Use

Output Determination Procedure: Billing

This activity will define the output determination for documents.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Billing Documents Maintain Output Determination Procedure

2. Choose the New Entries button. 3. Make the following entries: Procedure V10010 V10020 4. Save your entries. 5. Choose Back. Description Billing Output - SWContract Billing Output - SWOrder

6. Select the V10010 row and in the Dialog structure pane, double-click Control data. 7. Choose the New Entries button. 8. Make the following entries: Step number Counter Condition Type

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10 20 9. Save your entries. 10. Choose Back.

1 2

RD10 MAIL

11. Repeat steps 6 to 10 for the V10020 row, using the following information: Step number 10 20 Counter 1 2 Condition Type RD20 MAIL

ResultYou have maintained the output determination procedure.

3.2.2.4 Use

Output Determination Procedure: Sales Docs

In this step, you define output determinations for documents.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Maintain Output Determination Procedure

2. Make the following entries: Procedure V08001 V10010 V10020 3. Save your entries. 4. Choose Back. Application V1 V1 V1 Usage B B B Description Contract Output - SW Order Output - SW Order Output - CMR/DMR

5. Select the first row you just created, then in the Dialog structure pane, double-click Control data. 6. Choose the New Entries button. 7. Make the following entries: Step number 010 Counter 01 Condition Type KO01 Description Contract - SW Requirement Manual only

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020

02

MAIL

Internal Output

X

8. Save your entries. 9. Choose Back.

10. Repeat steps 5 to 9 for the remaining rows, using the following information: Procedure V10010 V10010 V10010 V10010 Step number 001 010 020 030 Condition Counter Type 00 01 01 01 ESYM BA01 MAIL KRML Description Internal Output Order Conf. - SW Internal Output Credit Processing Order confirm. VMI Internal Output Order Conf. - SW Internal Output Credit Processing Order confirm. VMI 009 022 002 X 009 Requirement 022 002 X Manual only

V10010 V10020 V10020 V10020 V10020

040 001 010 020 030

01 00 01 01 01

BAV0 ESYM BA02 MAIL KRML

V10020

040

01

BAV0

ResultYou have maintained output determination procedures.

3.2.3 3.2.3.1 Use

Pricing Define Condition Tables

In this IMG activity, you define price dependencies. You can make prices, surcharges, and discounts dependent on almost all the fields in a document. You define these dependencies using the condition tables. In a condition table, you define the combination of fields for which you can create condition records.

Procedure1. Access the activity using one of the following navigation options:

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Transaction Code IMG Menu

V/03 Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Tables

2. Double-click Create condition tables, and go to the next step. 3. In the Table field, enter 900, and choose Enter. 4. In the Field Catlg column, double-click Sales Organization to copy it to the Selected fields column. Repeat this step for Distribution Channel, Sales Document Type and Material. 5. Choose Generate (Shift + F4). 6. On the Generate Conditions screen, choose Yes to confirm the message Do you want to generate the condition table? 7. On the Create Object Directory Entry screen, select the package that is assigned to your project and save your entries. .

3.2.3.2 Use

Create Access Sequences

The purpose of this activity is to create access sequences for pricing procedures.

Procedure1. Access the activity as follows: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Pricing Pricing Control Define Access Sequences

2. On the Choose Activity dialog box, double click Maintain Access Sequence 3. Confirm the information Caution: The table is cross-client with Continue (Enter). 4. On the Change View Access sequences: Overview screen, choose New Entries, make the following entries:: AS YPPV Description SW Renewal Doc Type/ Material

5. Select YPPV, and then double-click Accesses in the Dialog Structure pane. 6. Choose the New Entries button. 7. Make the following entries: No 1 5 10 20 Tab 99 99 99 100 Description SD Document/Item SD Document/Item SD Document/Item SOrg/DstCh/Material_MainItem/Material Exclusive X X X X

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30 40 50

900 32 4

Sales org./Distr. Chl/SalesDocTy/Material Price group/Material Material

X X X

8. Select 30, and then double-click Fields in the Dialog Structure pane. 9. Make the following entries: Cntr 1 2 3 4 5 6 Condition VKORG VTWEG AUART_SD MATNR KFRST KBSTAT Docmt Structure KOMK KOMK KOMK KOMP Doc.field VKORG VTWEG AUART_SD PMATN B C Access Type

10. Save your entries.

ResultThe access sequences for the pricing procedures are created.

3.2.3.3 Use

Pricing Condition Type

You define condition types in this step. Price elements are represented in the SAP system byg condition types. Price elements can be, for example, prices, surcharges, discounts, taxes or, freight, and are stored in the system in condition records. You can, for example, define whether a discount is calculated as a percentage or a fixed amount using the condition type. You specify an access sequence in every condition type. Thus, you define which fields the SAP system checks when searching for a valid condition record.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics Execution Shipping Basic Shipping Functions Pricing Define Condition Types

2. On the Choose Activity dialog box, double-click Maintain Condition Types. 3. Choose the New Entries button. 4. Make the following entries: Condition Type Name Control data 1 pane YHUM SW Cumulation

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Condition class Calculation type StrucCond. Group condition pane Group condition Changes which can be made pane Manual entries Item condition 5. Save your entries. 6. Choose Back.

B G B

Selected

D Selected

7. Repeat steps 3 to 6 for the following information: Condition Type YHSM YHSV YHIS YHOE SW VSOE Proce PR02

Name Access sequence Control data 1 pane Condition class Calculation type Condition category

SW Maintenance (Y) PPPV

SW Subscription (M) YPPV

List Price of S/W K005

B N

B M

B C H

B C

Changes which can be made pane Manual entries Item condition Delete Amount/percent Master data pane Condition index Scales pane Scale basis Scale Type Unit of meas. Control data 2 pane Quantity conversion X X X N B YR M B MON C C X X C X X X C X X X X X X X C X

Text determination pane TextDetermProcedure Text ID #01 #0001

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ResultYou have defined Condition Types.

3.2.3.4 Use

Pricing Procedure

This activity will set up the pricing procedure.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures

2. On the Choose Activity dialog box, double-click Maintain pricing procedures. 3. Choose the New Entries button. 4. Make the following entries: Procedure YHAJUS 5. Save your entries. 6. Choose Back. Description myPCC US w/Jurisdiction - HT

7. Select the row you just created, then in the Dialog Structure pane, double-click Control data. 8. Choose the New Entries button. 9. Make the following entries: Step # Cond. type Descr. From To step step Man. Only Reqd? Statis. Print Sub total Reqmt Alt. calc. type 000 000 000 000 000 000 000 000 000 000 Alt. cond. base value 000 000 000 000 000 000 000 000 000 000 ERS ERS ERS ERL ERL ERL ERL Acct key AcctKey accr.

005 010 011 013 014 015 100 101 102 104

YHSV YHIS PR00 PB00 VA00 VA01 Gross Value KA00 K032 K007

000 000 000 000 000 000 000 000 000 000

000 000 000 000 000 000 000 000 000 000 X X

X X X X X X S X X X 1

002 002 002 002 002 002 000 002 002 002

ERL

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105 108 110 110 110 110 110 111 112 200 300 302 310 400 800 810 810 813 815 820 880 890 900 901 902 903 904 905 908 909 910 911

K004 K030 RA01 RA00 RC00 RB00 RD00 HI01 HI02 YB30 Total Discount NETP PN00 Rebate Basis Net Value HA00 HB00 HD00 KF00 HM00 Total Freight SKTV Net Value 2 BO01 BO02 BO03 BO04 BO05 PI02 PI01 UTXJ JR1

000 000 100 000 000 000 000 000 000 000 101 000 000 000 000 000 000 000 000 000 812 000 800 400 400 400 400 400 000 000 900 900

000 000 000 000 000 000 000 000 000 000 299 000 000 000 000 000 000 000 000 000 816 000 812 000 000 000 000 000 000 000 000 000 X X X X X X X X X X X X X X X X

X X X X X X X X X B S X X 7 S 2

002 002 002 002 002 002 002 002 002 055 000 002 002 000 000 000 000 000 000 000 4 000 014 3 000 024 024 024 024 024

000 000 000 000 000 000 000 000 000 000 000 006 006 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000

000 000 000 000 000 000 000 000 000 000 000 003 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 002 000 000 000

ERS ERS ERS ERS ERS ERS ERS ERS ERS YB1

ERL ERL

ERS ERS ERF ERF ERS

ERB ERB ERB ERB ERB ERL ERL MWS MWS

ERU ERU ERU ERU ERU

X X

B B

022 022 084 000

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912 913 914 915 919 920 921 930 932 940 941 950

JR2 JR3 JR4 DIFF Total Tax Total Grand Total SKTO RL00 VPRS EK02 Standard - USA /With Jur.Code EDI1 EDI2

900 900 900 000 910 000 000 000 000 000 000 000

000 000 000 000 916 000 000 000 000 000 000 000

X X X X S 5 A 6 X X X X X B B

000 000 000 013 000 000 000 009 023 004 000 000

000 000 000 016 000 004 004 000 000 000 000 011

000 000 000 004 000 000 000 000 002 000 000 000

MWS MWS MWS ERS

ERS

970 971

000 000

000 000

X X

X X

000 000

009 008

000 000

10. Save your entries. 11. Choose Back.

12. Choose the New Entries button. 13. Make the following entries: Procedure YHASUS 14. Save your entries. 15. Choose Back. Description myPCC US w/Jur SW Bundle

16. Select the row you just created, and then in the Dialog Structure pane, double-click Control data. 17. Choose the New Entries button. 18. Make the following entries: Step # Cond. type Descr. From To step step Man. Only Reqd? Statis. Print Sub total Reqmt Alt. calc. type 000 000 000 Alt. cond. base value 000 000 000 Acct key Acct Key accr.

005 006 011

YHSV YHSM PR00

000 000 000

000 000 000

X X X

002 002 002

ERL ERL ERL

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013 100 101 102 104 105 108 110 110 110 110 110 111 112 200 300 302 310 400 800 810 810 812 813 815 820 880 890 900 901 902

PB00 Gross Value KA00 K032 K007 K004 K030 RA01 RA00 RC00 RB00 RD00 HI01 HI02 YB30 Total Discount NETP PN00 Rebate Basis Net Value HA00 HB00 KUMU HD00 KF00 HM00 Total Freight SKTV Net Value 2 BO01 BO02

000 000 000 000 000 000 000 100 000 000 000 000 000 000 000 101 000 000 000 000 000 000 000 000 000 000 813 000 800 400 400

000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 299 000 000 000 000 000 000 000 000 000 000 816 000 810 000 000

X

X S X X X X X 1

002 000 002 002 002 002 002 002 002 002 002 002 002 002 055 2 000 002 002 7 000 000 000 000

000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 006 006 000 000 000 000 036 000 000 000 000 000 000 000 000

000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 003 000 000 000 000 000 017 000 000 000 000 000 000 000 000

ERL

ERS ERS ERS ERS ERS ERS ERS ERS ERS ERS ERS ERS YB1

X X X X X

X X X X X X X B S

X X

X X

ERL ERL

S X X X X

ERS ERS

000 000 000

ERF ERF ERS

X 4 X 3

000 000 014 006 024 024

ERB ERB

ERU ERU

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903 904 905 908 909 910 911 912 913 914 915 919 920 921 930 932 940 941 950

BO03 BO04 BO05 PI02 PI01 UTXJ JR1 JR2 JR3 JR4 DIFF Total Tax Total Grand Total SKTO RL00 VPRS EK02 Standard - USA /With Jur.Code EDI1 EDI2

400 400 400 000 000 900 900 900 900 900 000 910 000 000 000 000 000 000 000

000 000 000 000 000 000 000 000 000 000 000 916 000 000 000 000 000 000 000 X X X X X B B X X X X X S 5 A 6 X X X X X B B

024 024 024 022 022 084 000 000 000 000 013 000 000 000 009 023 004 000 000

000 000 000 000 000 000 000 000 000 000 016 000 004 004 000 000 000 000 011

000 000 000 002 000 000 000 000 000 000 004 000 000 000 000 002 000 000 000

ERB ERB ERB ERL ERL MWS MWS MWS MWS MWS ERS

ERU ERU ERU

ERS

970 971

000 000

000 000

X X

X X

000 000

009 008

000 000

19. Save your entries.

ResultYou have defined and assigned pricing procedures.

3.2.3.5 Use

Pricing Procedures: Customer and Document

You define the pricing procedures in this step. In addition, you assign the pricing procedures to the transactions by defining the following dependencies:

Customer Sales document type Sales area

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In the pricing procedure, you define which condition types should be taken into account and in which sequence. During pricing, the SAP System automatically determines which pricing procedure is valid for a business transaction and it takes the condition types contained in it into account one after the other. The determination of the procedure depends on the following factors:

Customer determination procedure: You specify the customer determination procedure in the customer master record for each sales area. Document pricing procedure: You specify the document pricing procedure for each sales document type and billing type.

To determine the procedure, you allocate the customer determination procedure and the document pricing procedure to a pricing procedure within a sales area.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures

2. On the Choose Activity dialog box, double-click Define customer pricing procedures. 3. Choose the New Entries button. 4. Make the following entries: Cust.pric.procedure Y 5. Save your entries. 6. Choose Back. Description Withdownpayments

7. On the Choose Activity dialog box, double-click Define document pricing procedures. 8. Choose the New Entries button. 9. Make the following entries: Doc. pric. Procedure Z 9 10. Save your entries. 11. Choose Back. Description SW Contract/Calloff SW Bundle

ResultYou have defined Customer and Document Pricing Procedures.

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3.2.4 3.2.4.1 Use

Billing Doc Type Define Billing Doc Types

This activity will define the billing document types.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Billing Billing Documents Define Billing Types

2. On the Choose Activity dialog box, double-click Define Billing Types. 3. Choose the New Entries button. 4. Make the following entries: Billing Type Description Created by Number systems pane No.range int.assgt. General control pane SD document categ. Transaction group Invoice list type Statistics Relevant for rebate Cancellation pane Cancell.billing type Account assignment/pricing pane Account Determ.Proc. Doc. pric. procedure Acc. det. pay. cards Output/partners/texts pane Output determ.proc. Application Output Type V10020 V3 RD20 V10020 V3 RD20 KOFI00 Z A00001 KOFI00 9 A00001 S1 S1 M #7 LR Selected Selected M #7 LR Selected Selected #19 #19 YH2 HT_SW Invoice SAP YH3 Invoice-SW Bundle SAP

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Header partners Item partners TextDetermProcedure Text determ.proc.itm 5. Save your entries. 6. Choose Back.

FK FP #03 #04

FK FP #03 #04

7. Repeat steps 2 to 6 for the following information: Billing Type Description Created by Number systems pane No.range int.assgt. General control pane SD document categ. Transaction group Invoice list type Statistics Relevant for rebate Cancellation pane Cancell.billing type Account assignment/pricing pane Account Determ.Proc. Doc. pric. procedure Acc. det. pay. cards Output/partners/texts pane Output determ.proc. Application Output Type Header partners Item partners TextDetermProcedure Text determ.proc.itm V10010 V3 RD10 FK FP #03 #04 KOFI00 S1 M #7 LR Selected X #19 YHV HT-SW Invoice Contra SAP

ResultYou have defined Billing Types.

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3.2.5 3.2.5.1 Use

SD Sales Document Incompleteness Procedure

In this IMG activity, you define the incompleteness procedures that should apply to the various incompleteness objects. In an incompleteness procedure you group together the fields that are to be checked for completeness. If you have not entered data in one of the fields in the document, the document is incomplete. Depending on the status group you can block certain subsequent activities for the document. For every field in the procedure you also have to define whether a warning message should be issued during processing if no data is entered in this field. This function does not exist in delivery processing. When you select the control field, it has no further consequences.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Log of Incomplete Items Define Incompleteness Procedures

2. On the Display View Groups Overview screen, select the row for group B and in the Dialog structure pane, double-click Procedures. 3. Choose the Display/Change button. 4. Choose the New Entries button. 5. Make the following entries: Incompletion procedure Y4 Y8 6. Save your entries. 7. Choose Back. Description Contract Item RR Contract It.- FOC

8. On the Change View Procedures: Overview screen, select the Y4 row and in the Dialog Structure pane, double-click Fields. 9. Choose the New Entries button. 10. Make the following entries: Table VBAP VBAP VBAP VBAP VBAP VBKD Fld name ARKTX NETWR PRSOK WERKS ZMENG PRSDT Description Description Net value Pricing Plant Target quantity Pricing date Screen PKAU PKON PKON PDE2 PKAU PKAU Status group 04 04 06 02 03 04 Selected Send warning

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VBKD VEDA VEDA

ZTERM VBEGDAT VENDDAT

Terms of Payment Contract start date Contract end date

PDE3 PVER PVER

04 01 01 Selected Selected

11. Save your entries. 12. Choose Back.

13. Repeat steps 8 to 12 for the Y8 row using the following information: Tables VBAP VBAP VBAP VEDA VEDA Field name ARKTX WERKS ZMENG VBEGDAT VENDDAT Description Description Plant Target quantity Contract start date Contract end date Screen PKAU PDE2 PKAU PVER PVER Status group 04 02 03 01 01 X X X Send warning

ResultYou have defined Incompleteness Procedures.

3.2.6 3.2.6.1 Use

Define Item Categories Item Category Groups

Using the item category group, you group together different material types for item category determination from the SD view. For every material type, you can define a default item category group which is proposed by the SAP System when you create a material master record. In the sales document, the system determines the item category from the item category group of the material and from the sales document type and proposes this item category in the document. You assign item categories to sales order types and item category groups elsewhere.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category Groups

2. Choose the New Entries button. 3. Make the following entries: Item category group YHW1 YHW2 YHW3 Description SW Immediate SW Subscription SW Maint / Support

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YHW4 YHW5 YHW6 YHW7 4. Save your entries. 5. Choose Back.

SW Education SW Consulting SW Free Media/Doc Bundle Services

ResultYou have defined the Item Category Group.

3.2.6.2 Use

Item Categories

In this menu option, you define item categories for sales documents. The item categories that are contained in the standard SAP ECC System together with the sales document types represent the usual business transactions. You have the following options for defining your own item categories:

Copy an existing item category and change it according to your requirements Create a new item category

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories

2. Choose the New Entries button. 3. Make the following entries: Item category Description Business Data pane Item type Completion rule Relevant for Billing Billing Plan Type Pricing Business data item Sched.lines allowed Relevant for wgt/vol X X X B A YHC1 Call Off Item SW

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Transaction Flow pane Incompletion procedure PartnerDetermProced. TextDetermProcedure Screen sequence grp. 4. Save your entries. 5. Choose Back. #25 N #01 N

6. Repeat steps 2 to 5 for the following information: Item category Description YHC2 Free of Charge Item YHN1 Qty Ctrct Consult YHN2 Qty Ctrct-Doc/Media YHN3 SW Consult Bundle

Business Data pane Completion rule Item Type Relevant for Billing Billing Plan Type Pricing Business data - item Sched.lines allowed Relevant for wgt/vol Transaction Flow pane Incompletion procedure PartnerDetermProced. TextDetermProcedure Screen sequence grp. #24 N #01 N N N N Y4 Y8 28 X X X X X X X X X X A C C A I

Item category Description Business Data pane Completion rule Relevant for Billing Billing Plan Type Pricing Business data item Transaction Flow pane

YHW1 SW Immediate

YHW2 SW Subscription

YHW3 SW Maint / Support

C I

C I

C I

X X

X X

X X

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Incompletion procedure PartnerDetermProced. TextDetermProcedure Screen sequence grp.

Y4 N #01 N

Y4 N #01 N

Y4 N #01 N

Item category Description Business Data pane Item type Completion rule Relevant for Billing Pricing Business data item Sched.lines allowed Transaction Flow pane Incompletion procedure PartnerDetermProced. TextDetermProcedure Screen sequence grp.

YHW4 SW Educ

YHA1 QtyContract Rel Item

A C B X X X X X

Y4 N #01 N N #01 N

Item category Description Business Data pane Completion rule Item Type Relevant for Billing Billing Plan Type Pricing Business data item Sched.Line Allowed Transaction Flow pane Incompletion procedure PartnerDetermProced. TextDetermProcedure

YHW5 SW Bundle

YHW6 SW Imm Bundle

YHW7 SW Maint Bundle

A I I

A I

X X X

X X X

X X X

28 N #01

28 N #01

28 N #01

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Screen sequence grp. Bill of Material/Configurat Structure scope Application

N

N

N

A SD01

Item category Description Business Data pane Relevant for Billing Pricing Business data item Returns Transaction Flow pane Incompletion procedure PartnerDetermProced. TextDetermProcedure ItemCat.stat.group Screen sequence grp.

YH2N Request Consult

YH2R Req Edu RR

C X X X

C X X X

21 N 01 #02 N

21 N 01 #02 N

Item category Description Business Data pane Relevant for Billing Billing Plan Type Pricing Business data - item Returns Transaction Flow pane Incompletion procedure PartnerDetermProced. TextDetermProcedure ItemCat.stat.group Screen sequence grp.

YHF1 Req BP-Mile

YHF2 Request Billing Plan

YHFR Req. BPQ RR

C

I

C

X X X

X X X

X X X

21 N 01 02 N

21 N 01 02 N

21 N 01 02 N

ResultYou have maintained Item Categories. SAP AG Page 41 of 99

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3.2.6.3 Use

Assign Partner Determination Procedure to Item Category

In this activity, you define the rules that should be used to perform automatic partner determination.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination

2. On the Choose Activity dialog box, double-click Set Up Partner Determination for Sales Document Item. 3. Select the N row, and then in the Dialog Structure pane, double-click Partner Determination Procedure Assignment. 4. For the following item categories, enter N in the Part.Det.Proc column: Item category YHC1 YHC2 YHW1 YHW2 YHW3 YHW4 YHA1 YHW5 YHW6 YHW7 5. Save your entries. 6. Choose Back. PartDetProc N N N N N N N N N N

ResultYou have set up partner determination.

3.2.6.4 Use

Assign Incompleteness Procedure to Item Categories

In this step, you assign procedures to the different incompleteness objects.

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Revenue Recognition Processing (474): Configuration Guide

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Log of Incomplete Items Assign Incompleteness Procedures

2. On the Choose Activity dialog box, double-click Assign procedures to the item categories. 3. Make the following entries: Item category YHC1 YHC2 YHN1 YHN2 YHW1 YHW2 YHW3 YHW4 YHA1 YHW5 YHW6 YHW7 YHN3 4. Save your entries. 5. Choose Back. 28 28 28 28 Incompletion procedure 25 24 Y4 Y8 Y4 Y4 Y4 Y4

ResultYou have assigned Incompleteness Procedures. .

3.2.6.5 Use

Delivery Item Categories

In this menu option you define your item categories for deliveries. In connection with the delivery types, they represent the different business transactions in the SAP System.

Procedure1. Access the activity using one of the following navigation options: Transaction Code SPRO

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Revenue Recognition Processing (474): Configuration Guide Logistics Execution Shipping Deliveries Define Item Categories for Deliveries

IMG Menu

2. Choose the New Entries button. 3. Make the following entries: Item category SD document categ. Mat.no.'0' allowed Check quantity 0 Check minimum qty Relevant for picking StLocation required Determine SLoc Autom.batch determ. 4. Save your entries. 5. Choose Back. YHC1 J X A A X X X X

6. Repeat steps 2 to 5 for the following data: Item category SD document categ. Mat.no.'0' allowed Check quantity 0 Check overdelivery StLocation required Determine SLoc No batch check YHC2 J X A A X X X YHA1 J

ResultYou have defined item categories.

3.2.7 3.2.7.1 Use

Contracts Date Determination Rule

A baseline date (for example, current date, beginning of contract) forms the basis of every date determination rule. A period to be defined is added to this baseline date.

Procedure

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Revenue Recognition Processing (474): Configuration Guide

1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Billing Billing Plan Define Rules For Determining Dates

2. Choose the New Entries button. 3. Make the following entries: Date determin. rule Y2 4. Save your entries. 5. Choose Back. Description Quarterly on First of Month Baseline date 07 Time period 3 Time unit 3

ResultYou have defined rules for determining dates.

3.2.7.2 Use

Cancellation Rule

In this activity, you define the cancellation rules which specify the points at which a contract may be terminated.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Contracts Contract Data Control Cancellation Define Cancellation Rules

2. Choose the New Entries button. 3. Make the following entries: Cancellat. rule YH03 Description Canc. Date 08 Notice Canc. Unit 3 Canc. Period 1 Period Unit 4 Description for printing Customer can cancel contract with 3 months notice for yearly renewal

Cancel w/ 3 months notice and yr renewal

3-

4. Save your entries.

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Revenue Recognition Processing (474): Configuration Guide

5. Choose

Back.

ResultYou have defined cancellation rules.

3.2.7.3 Use

Define Cancellation Procedure (Contract)

In this activity, you define the cancellation procedures that are allocated to a contract or a contract item when entering a contract. Using the assignment of cancellation procedures and cancellation rules in Customizing, the system determines the cancellation rule that is valid for a contract which specifies the times at which a contract may be terminated.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Contracts Contract Data Control Cancellation Define Cancellation Procedures

2. Choose the New Entries button. 3. Make the following entries: Cancellation proced. YH01 4. Save your entries. 5. Choose Back. Valid to 12/31/9999 Valid from 01/01/1994 Description Cancl to ValidPrdEnd, yrly withdrwlRight

ResultYou have defined cancellation procedures.

3.2.7.4 Use

Assign Cancellation Rule to Cancellation Procedure

In this activity, you allocate cancellation procedures and cancellation rules to each other. Using this allocation, the system determines the cancellation rule that is allowed from the cancellation procedure that you entered in the contract. You can allocate more than one rule to a cancellation procedure.

Procedure1. Access the activity using one of the following navigation options: Transaction Code SPRO

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Revenue Recognition Processing (474): Configuration Guide Sales and Distribution Sales Sales Documents Contracts Contract Data Control Cancellation Assign Cancellation Rules and Cancellation Procedures

IMG Menu

2. Choose the New Entries button. 3. Make the following entries: Cancellation proced. YH01 4. Save your entries. 5. Choose Back. Cancellation rule YH03

ResultYou have assigned a cancellation rule to a cancellation procedure.

3.2.7.5 Use

Update Contract Profile

The contract profile contains values for contract data that can be proposed when you create a contract.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Contracts Contract Data Define Contract Profiles

2. Choose the New Entries button. 3. Make the following entries: Contract profile YB01 YB02 Contract start rule 01 04 Contract end rule 08 08 Val. period. categ. 02 02 Cancellation proced. YH01 YH01 Action date rule 19 19 Action 0004 0004

Description SW One-year Contract SW One-year Bundle

4. Save your entries. 5. Choose Back.

ResultYou have defined contract profiles.

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Revenue Recognition Processing (474): Configuration Guide

3.2.8 3.2.8.1 Use

Create Sales Document Type Create Sales Doc Types

The sales document types represent the different business transactions in Sales and perform a central controlling function for the entire sales order process. The definition and configuration of sales document types can be divided into three parts:

Definition of the sales document types themselves (for example, standard order OR) Definition of additional sales document functions (for example, number ranges) Configurations for general sales and distribution functions (for example, pricing)

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types

2. Choose the New Entries button. 3. Make the following entries: Sales Document Type Description SD document categ. Number systems pane No.range int.assgt. No. range ext. assg. Item no.increment Sub-item increment General control pane Reference mandatory Probability Check credit limit Application Item division Read info record Transaction Flow Pane Screen sequence grp. GA X V1 M #100 #13 #14 #000010 #000010 YHCM SW Credit Memo Req. K

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Revenue Recognition Processing (474): Configuration Guide

Incompletion procedure Transaction group Doc. pric. procedure Display Range FCode for overv.scr. Scheduling Agreement Pane Shipping Pane Billing Pane Dlv-rel.billing type Order-rel.bill.type Intercomp.bill.type Block Billing Plan Type CndType line items Paymt guarant. Proc. Paym. Card plan type Checking group Contract pane Contract profile Contract data allwd. 4. Save your entries. 5. Choose Back.

#14 #0 Z UALL UER2

G2

#08

#01 #03 #01

X

6. Repeat steps 2 to 5 for the following information: Sales Document Type YHQ Software Contract G YHR SW Contract Renew G YHWA Rel. to Qty. Contr. C YHDM SW Debit Memo Req. L YHWB SW Order. C

Description SD document categ. Number systems pane No.range int.assgt. No. range ext. assg. Item no.increment Sub-item increment General control pane Reference mandatory Probability

#09 #10 #000010 #000010

#09 #10 #000010 #000010

#01 #02 #000010 #000010

#15 #16 #000010 #000010

#01 #02 #000010 #000010

G #100 #100

G #000

M #000 #100

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Revenue Recognition Processing (474): Configuration Guide

Check credit limit Application Item division Read info record Transaction Flow Pane Screen sequence grp. Incompletion procedure Transaction group Doc. pric. procedure Display Range FCode for overv.scr. Scheduling Agreement Pane Shipping Pane Delivery Type Billing Pane Dlv-rel.billing type Order-rel.bill.type Intercomp.bill.type Block Billing Plan Type CndType line items Paymt guarant. Proc. Paym. Card plan type Checking group Contract pane Contract profile Contract data allwd.

A V1

A V1 V1 X V1 X X X

X

X

X

LP #12 #4 Z UALL UER1

LP #12 #4 Z UALL UER1

AU

GA #15

AU #12 #0 9 UALL UER2

#0 Z UALL UER1

#0 A UALL UER2

LF

LF

YH3 YHV YHV YH2 IV L2 IV #09 #02 EK01 #01 #03 #01 #01 #03 #01 YH2 IV

YB01 X

YB01 X

YB01 Y

ResultYou have defined Sales Document Types.

3.2.8.2 Use

Assign Item Category

In this menu option, you can specify which item categories the system proposes during document processing for each sales document type and item category group. At the same time, you can specify additional item categories with which the system default can be overwritten. There is a maximum of three possible alternative item categories.

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Revenue Recognition Processing (474): Configuration Guide

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories

2. Choose the New Entries button. 3. Make the following entries: Sales Document Type YHCM YHCM YHCM YHCM YHCM YHDM YHDM YHDM YHDM YHDM YHR YHR YHR YHR YHR YHR YHQ YHQ YHQ YHQ YHQ YHQ YHWA YHWA YHWA YHWB Item category group YHW1 YHW2 YHW3 YHW4 YHW5 YHW1 YHW2 YHW3 YHW4 YHW5 YHW1 YHW2 YHW3 YHW4 YHW5 YHW6 YHW1 YHW2 YHW3 YHW4 YHW5 YHW6 YHW4 YHW5 YHW6 YHW1 YHW5 Item category of the higherlevel item Default item categ. YHF1 YHF2 YHFR YH2R YH2N YHF1 YHF2 YHFR YH2R YH2N YHW1 YHW2 YHW3 YHW4 YHN1 YHN2 YHW1 YHW2 YHW3 YHW4 YHN1 YHN2 YHA1 YHC1 YHC2 YHW6

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YHWB YHWB YHWB YHWB YHWB YHWB YBFD 4. Save your entries. 5. Choose Back.

YHW3 YHW4 YHW5 YHW5 YHW6 YHW7 YHW6

YHW5

YHW7 YHA1 YHC1

YHW5

YHN3 YHC2 YHW5 YBLN

ResultYou have assigned Item Categories.

3.2.8.3 Use

Assign Sales Docs To Sales Area

In this menu option, you allocate the allowed order types to each sales area group. You do not need to make any entries at all if all the sales order types are allowed for each of your sales areas.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales Document Header Assign Sales Area To Sales Document Types

2. On the Choose Activity dialog box, double-click Assign sales order types permitted for sales areas. 3. Choose the New Entries button. 4. Make the following entries: RefSorg.SalesDocType 1000 1000 1000 1000 1000 1000 5. Save your entries. RefDistChanneldocs 10 10 10 10 10 10 RevDivisionDocType 10 10 10 10 10 10 Sales Document Type YHCM YHDM YHQ YHR YHWA YHWB

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6. Choose

Back.

ResultYou have assigned the sales area to sales document types.

3.2.8.4 Use

Assign Incompleteness Procedures

In this step, you assign procedures to the different incompleteness objects.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Log of Incomplete Items Assign Incompleteness Procedures

2. On the Choose Activity dialog box, double-click Assign procedures to the sales document types. 3. For the following Sales Document Type (SaTy) rows, enter the corresponding information in the Incompletion procedure (Proc.) column: Sales Document Type YHCM YHQ YHR YHDM YHWB 4. Save your entries. 5. Choose Back. Description SW Credit Memo Req. Software Contract SW Contract Renew SW Debit Memo Req. SW Order Incompletion procedure #14 #12 #12 #15 #12

ResultYou have assigned Incompleteness Procedures.

3.2.8.5 Use

Document Pricing Procedure

You define the pricing procedures in this step.

Procedure1. Access the activity using one of the following navigation options: Transaction Code SPRO

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Revenue Recognition Processing (474): Configuration Guide Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures

IMG Menu

2. On the Choose Activity dialog box, double-click Assign document pricing procedure to order types. 3. Choose the New Entries button. 4. Make the following entries: Sales Document Type YHCM YHDM YHQ YHR YHWA YHWB 5. Save your entries. Back. Doc. pric. procedure Z A Z Z Z 9

6. Choose

ResultYou have assigned document pricing procedures to order types.

3.2.8.6 Use

Assign Pricing Procedure

You define the pricing procedures in this step. In addition, you assign the pricing procedures to the transactions by defining the following dependencies:

Customer Sales document type Sales area

In the pricing procedure, you define which condition types should be taken into account and in which sequence. During pricing, the SAP System automatically determines which pricing procedure is valid for a business transaction and it takes the condition types contained in it into account one after the other.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Pricing Pricing Control Define and Assign Pricing Procedures

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Revenue Recognition Processing (474): Configuration Guide

2. On the Choose Activity dialog box, double-click Define pricing procedure determination. 3. Choose the New Entries button. 4. Make the following entries: Sales Org 1000 1000 1000 1000 Division 10 10 10 10 Distr. Channel 10 10 10 10 Cust.pric. procedure 1 Y 1 Y Doc. pric. procedure Z Z 9 9 Pricing procedure YHAJUS YHAJUS YHASUS YHASUS Condition type PR00 PR00 PR00 PR00

5. Save your entries. 6. Choose Back.

ResultYou have defined and assigned pricing procedures.

3.2.8.7 Use

Assign Schedule Line Category

In this menu option, you assign schedule line categories to item categories. This allocation of schedule line categories is carried out depending on the MRP type that is specified in the material master record for a material. At the same time, you can enter a maximum of three schedule line categories with which the system default can be manually overwritten during document processing.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Schedule Lines Assign Schedule Line Categories

2. Choose the New Entries button. 3. Make the following entries: Item category YHC1 4. Save your entries. 5. Choose Back. Prop.sched.line cat. CP

6. Repeat steps 2 to 5 for the following information: Item category YQC1 YHA1 Prop.sched.line cat. CP CD

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YHC2 YHN3 YHW5 YHW6 YHW7

CP CD CD CD CD

ResultYou have assigned schedule line categories.

3.2.8.8 Use

Order reason

In this menu option you define the possible order reasons. They describe the reasons which led to an inquiry, quotation or order.

Procedure1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales Document Header Define Order Reasons

2. Choose the New Entries button. 3. Make the following entries: Ord