SAP Customizing Implementation Guide

Activate Business Functions

SAP NetWeaver
Enterprise Structure
Cross-Application Components
SAP Portfolio and Project Management
Financial Accounting (New)
Financial Supply Chain Management
Strategic Enterprise Management/Business Analytics
Controlling
Investment Management
Enterprise Controlling
Real Estate
Flexible Real Estate Management (RE-FX)
Logistics - General
Environment, Health & Safety
Sales and Distribution

4
4
4
4
4
4
4
4
4
4
4
4
4
4
5
5

Master Data
Define Common Distribution Channels
Define Common Divisions
Business Partners

5
5

Customers
5

Customer Hierarchy
Define Hierarchy Types
Set Partner Determination For Hierarchy Categories
Assign Account Groups
Assign Sales Areas
Assign Hierarchy Type For Pricing By Sales Document Type

Marketing
Define
Define
Define
Define
Define

Industry Sector For Customers

Customer Classifications
Nielsen ID
Industry Sector Codes
Legal Statuses

Sales
Define Customer Groups
Define Sales Districts
Maintain Reserve Fields In Customer Master

Shipping
Define Delivery Priorities
Define Customer Calendars
Define Goods Receiving Hours

Billing Document
Define Billing Schedule
Define Terms Of Payment
Define Incoterms

Customer Hierarchy
Define Hierarchy Types

Set Partner Determination For Hierarchy Categories

Assign Account Groups
Assign Sales Areas
Assign Hierarchy Type For Pricing By Sales Document Type
5

Marketing
Define
Define
Define
Define
Define

Industry Sector For Customers

Customer Classifications
Nielsen ID
Industry Sector Codes
Legal Statuses

Sales
Define Customer Groups
Define Sales Districts
Maintain Reserve Fields In Customer Master

Shipping
Define Delivery Priorities
Define Customer Calendars
Define Goods Receiving Hours

Billing Document
Define Billing Schedule
Define Terms Of Payment
Define Incoterms

Contact Person
Define
Define
Define
Define
Define
Define
Define
Define
Define
Define
Define
Define
Define
Define

Standard Departments
Contact Person Functions
Authority
Call Frequency
Buying Habits
VIP Indicator
Attributes
Standard Departments
Contact Person Functions
Authority
Call Frequency
Buying Habits
VIP Indicator
Attributes

Use Sales Employee Without HR

5

Item Proposal
Define Item Proposal Types
Define Number Ranges for Item Proposals

Basic Functions
5

Pricing
5

Pricing Control
Define
Define
Define
Define

Condition Tables
Condition Types
Access Sequences
And Assign Pricing Procedures

Define Pricing By Item Category

Maintain Price-Relevant Master Data Fields
Define Responsibility For Conditions
Define Processing Status
Maintain Pricing Report
Maintain Condition Index
Copy Control For Conditions
Condition Exclusion

Condition Exclusion For Groups Of Conditions

Condition Exclusion For Condition Types And Records
5

Pricing Agreements
Define Promotions
Set up Sales Deals

Define Sales Deals

Condition Type Groups

Define Condition Type Groups

Assign Condition Types/Tables To Condition Type Groups
Assign Condition Type Groups/Sales Deals
5

Overviews
Define Overviews
Assign Overviews

Pricing Data Extractor for Mobile Devices

Define General Settings
Define Pricing Procedure

Predefined Price Elements

Determine Predefined Price Elements
Identify Predefined Price Elements in Pricing

Free Goods
5

Condition Technique for Free Goods

Number Ranges for Free Goods
Maintain Field Catalog
Maintain Condition Tables
Maintain Access Sequences
Maintain Condition Types
Maintain Pricing Procedures
Activate Free Goods Determination

Determine Item Category For Free Goods Item

Control Free Goods Pricing
Control Pricing For Free Goods Item Category
Maintain Condition Type For 100% Discount
Maintain Pricing Procedure For Pricing
Set Transfer Of Costs To Main Item
Pricing For Inclusive Free Goods Without Item Generation
Maintain Copying Control

Bonus Buy

Maintain Field Catalog

Maintain Condition Table
Maintain Access Sequence
Maintain Condition Type
Maintain Pricing Schema
Activation of Bonus Buy Determination
Maintain Number Ranges
Maintain Bonus Buy Profiles
Maintain Control for Posting of Conditions
5

Taxes
Define Tax Determination Rules
Define Regional Codes
Assign Delivering Sites For Tax Determination
Define Tax Relevancy Of Master Records
Check Article Masters for Obsolete Tax Classifications
Maintain Sales Tax Identification Number Determination
Plants Abroad

Maintain And Assign Pricing Procedure

Maintain Billing Type And Billing Type Proposal
Maintain Copying Control
Maintain Billing Relevance For Item Categories
Assign G/L Account To Account Key
Maintain Declaration Numbers
5

Account Assignment/Costing
5

Revenue Account Determination

Check Master Data Relevant For Account Assignment
Define Dependencies Of Revenue Account Determination
Define Access Sequences And Account Determination Types
Define And Assign Account Determination Procedures
Define And Assign Account Keys
Assign G/L Accounts

Revenue Recognition
5

Set Revenue Recognition For Item Categories

Maintain Account Determination
Business Add-Ins
BAdI for Customer-Specific Events (POD)
BAdI for Displaying Customer-Specific PODEV Documents
Define Additional Checks for Activating SD Functions
Control Cost Update

Reconciliation Account Determination

Maintain Condition Tables
Maintain Field Catalog
Maintain Access Sequences
Maintain Condition Types
Maintain Account Determination Procedure
Assign Account Determination Procedure
Assign G/L Accounts
Define Alternative Reconciliation Accounts

Cash Account Determination

Maintain Condition Tables
Maintain Field Catalog
Maintain Access Sequences

Maintain Condition Types

Maintain Account Determination Procedure
Assign Account Determination Procedure
Assign G/L Accounts
5

Business Area Account Assignment

Define Rules By Sales Area
Assign Business Area To Site And Division
Assign Business Area by Sales Area
Assign Cost Centers
Assign Dunning Areas
Maintain Requirements Classes For Costing/Account Assignment
Activate SD Functions
Automatic Generation of Settlement Rules

Display Strategies for Automatic Generation of Settlment Rules

Strategy Sequences for Automatic Generation of Settlement Rules
5

Availability Check and Transfer of Requirements

5

Transfer of Requirements
Define Requirements Classes
Define Requirements Types
Determination Of Requirement Types Using Transaction
Define Procedure For Each Schedule Line Category
Block Quantity Confirmation In Delivery Blocks
Maintain Requirements For Transfer Of Requirements
Maintain Requirements For Purchase And Assembly Orders

Availability Check
5

Availability Check with ATP Logic or Against Planning

Define Checking Groups
Define Article Block For Other Users
Define Checking Groups Default Value
Carry Out Control For Availability Check
Define Procedure By Requirements Class
Define Procedure For Each Schedule Line Category
Determine Procedure For Each Delivery Item Category
Checking Rule For Updating Backorders
Define Default Settings

Availability Check Against Product Allocation

Maintain Procedure
Define Object
Specify Hierarchy
Define Consumption Periods
Control Product Allocation
Define Flow According To Requirement Category
Process Flow For Each Schedule Line Category
Permit Collective Product Allocation In Info Structures
Check Settings In Product Allocation

Rule-based Availability Check

Define business transaction
Assign business transaction to sales order type

Delivery Scheduling and Transportation Scheduling

Define Scheduling By Sales Document Type

Define Scheduling By Shipping Point
Maintain Working Hours
Maintain Duration
5

Output Control
5

Output Determination
5

Output Determination Using the Condition Technique

5

Maintain Output Determination for Sales Activities

Maintain Condition Tables
Maintain Output Types
Maintain Access Sequences
Assign Output Types To Partner Functions
Maintain Output Determination Procedure
Assign Output Determination Procedures

Maintain Output Determination for Sales Documents

Maintain Condition Tables
Maintain Output Types
Maintain Access Sequences
Assign Output Types To Partner Functions
Maintain Output Determination Procedure
Assign Output Determination Procedures

Maintain Output Determination for Billing Documents

Maintain Condition Tables
Maintain Output Types
Maintain Access Sequences
Assign Output Types To Partner Functions
Maintain Output Determination Procedure
Assign Output Determination Procedures

Process Output and Forms

Define Forms
Assign Form Texts

Determine Communication Strategy

Define Requirements
Define Print Parameters
Dispatch Trigger
Define Variants For Initiating Dispatch
Define Background Jobs For Initiating Dispatch

Material Determination
Maintain Prerequisites for Article Determination
Assign Procedures To Sales Document Types
Define Substitution Reasons

Dynamic Product Proposal

Define Customer Procedure for Product Proposal
Define Document Procedure for Product Proposal
Assign Document Procedure for Product Proposal to Sales Document Types
Maintain Table of Origin for Product Proposal
Define Product Proposal Procedure and Determine Access Sequences
Maintain Procedure Determination (in Background) for Product Proposal

Maintain Procedure Determination (Online) for Product Proposal

5

GTIN Mapping
Maintain Field Catalog
Maintain Condition Tables
Maintain Access Sequences
Maintain Condition Types
Maintain Determination Procedure
Assign Procedure to Document Type
Maintain GTIN Variant Types
Maintain Condition List

Cross Selling
Define determination procedure for cross selling
Maintain Customer/Document Procedures For Cross Selling
Define And Assign Cross-Selling Profile
Listing/Exclusion
Partner Determination

Set Up Partner Determination

5

Text Control
Define Text Types
Define Access Sequences For Determining Texts
Define and Assign Text Determination Procedures

Log of Incomplete Items

Define Incompleteness Procedures
Assign Incompleteness Procedures
Define Status Groups

Credit Management/Risk Management

5

Credit Management/Risk Management Settings

5

Enter Settings
Determine Active Receivables Per Item Category
Maintain Authorizations
Define Document Value Classes
Assign Document Value Classes
Maintain Authorizations

Receivables Risk Management

Define Forms Of Payment Guarantee
Define and Assign Payment Guarantee Schemas

Credit Management
Define Credit Groups
Assign Sales Documents and Delivery Documents
Define Automatic Credit Control
Simple Credit Limit Check

Serial Numbers
Central Control Parameters For Serial Numbers
Determine Serial Number Profiles

Routes
5

Define Routes
Define Modes of Transport
Define Shipping Types
Define Transportation Connection Points
Define Routes and Stages
Maintain Stages For All Routes

Route Determination
Define Transportation Zones
Maintain Country And Transportation Zone For Shipping Point
Define Transportation Groups
Define Weight Groups
Maintain Route Determination
Define New Route Determination By Delivery Type
Define Allowed Actual Route By Proposed Route

Route Schedule Determination

Scheduling With Route Schedule For Shipping Point
Scheduling With Route Schedule For Sales Document Type
Scheduling With Route Schedule For Delivery Type

Follow-up Actions
Set Standard Workflow For Action Box
Assign Follow-up Action To Action Box

Additional Functions for Material

Configure and Activate Enhanced Search with Creation
Configure and Activate Article View
Enhancements Using Business Add-Ins

5
5

Business Add-Ins for Material View

BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
BAdI:

Customer-Specific Article View

Enhancement of Article View with Additional Screens
Determination of Alternative Articles
Determination of Cross-Selling Articles
Determination of Up-Selling Articles
Determination of Down-Selling Articles
Calculation of Contribution Margin
Determination of Stock Information

Business Add-Ins (BAdIs)

Define Additional Checks for Activating SD Functions

Sales
5

Sales Documents
5

Sales Document Header

Define Sales Document Types
Convert Language For Each Sales Document Type
Define Number Ranges For Sales Documents
Define Purchase Order Types
Define Order Reasons
Define Usage Indicators

Assign Sales Area To Sales Document Types

5

Sales Document Item

Define
Define
Define
Define
Assign
Define

Item Categories
Item Category Groups
Default Values For Article Type
Item Category Usage
Item Categories
Reasons For Rejection

Schedule Lines
Define Schedule Line Categories
Assign Schedule Line Categories

Customer Service
5

Service Quotation/Resource-Related Billing

Profiles For Resource-Related Billing/Quotation Creation
Check Profile Settings
Define Apportionment Reasons
Assign Conditions to Sales Document Types

Returns and Repairs Processing

Define Repairs Procedure
Maintain Repair Actions

Contracts
5

Master Contract
5

Define Referencing Requirements

Define Reference Sales Document Types
Define Referencing Procedures

Activate Workflow for Master Contracts

Activate Event Linkage
Maintain Assignment Of Agents

Value Contract
Maintain Value Contract Type And Contract Release Type
Define Item Categories For Value Contract And Contract Rel.
Define Item Category Groups For Value Contracts
Assign Item Cat. To Val. Contr. Type And Contract Rel. Type
Maintain Condition Types
Define And Assign Pricing Procedure For Value Contract
Copying Control For Value Contract
Number Range For Product Proposal Module For Value Contract

Contract Data

Define Contract Profiles

Define Validity Period Categories
Define Rules For Determining Dates
Control Cancellation
Define Cancellation Reasons
Define Cancellation Procedures
Define Cancellation Rules

Assign Cancellation Rules And Cancellation Procedures

5

Scheduling Agreements with Delivery Schedules

5

Control EDI Inbound Processing

Execute Sold-to Party Assignment for Release Orders
Define Special Features for Scheduling Agreement
Define Delivery Intervals
Define Special Features for External Service Agent
Define Special Features for Credit and Debit Memo Procedures
Define Schedule Line Types
Maintain Planning Delivery Sched. Instruct./Splitting Rules

Define And Assign Reason For Blocking

Define Variable Messages
Define And Assign Status Profile
Define Display Status in the Overview Screen
Define Characteristics Display for Overview Screen
Define Agreed Delivery Times
Business Add-Ins (BAdIs)
BAdI: Enhancements for Determining Reference Documents
Maintain Copy Control for Sales Documents
Maintain Display of Date Category and Periods
Lists

Set Updating Of Partner Index

Set Updating Of Item Index
Define Selection Criteria
Define List Layout Of Expected Customer Price
5

Foreign Trade/Customs
5

Define Number Ranges

General Import/Export Processing

Legal Control
Documentary Payments
Print Foreign Trade Documents
Export Declaration
ATR Document
EUR1 Document
T Document

General Control
Set Menu

Control Foreign Trade Data in MM and SD Documents

Incompleteness Schemas for Foreign Trade Data
Foreign Trade Data in MM and SD Documents
Import Screens In Purchasing Document
Extended Import Document Control
Customer Exits: Default Values For Foreign Trade Data

Basic Data for Foreign Trade

Countries for Foreign Trade/Customs
Length of Commodity Code/Import Code Number
Sections with Regard to Customs Law

Assign Chapters to a Section

Define Commodity Codes / Import Code Numbers By Country
Maintain Keywords for Commodity Codes / Import Code Numbers
Commodity Codes: Convert Export into Import Code Numbers
Define Merchandise Categories For Import/Export
Define Business Transaction Types And Default Value
Define Procedures and Default Value
Define Combinations Allowed: Business Transaction Type - Procedure
Define PRODCOM Numbers
Control/Conversion
Define Reference Countries For Conversion
Commodity Codes: Convert Export into Import Code Numbers
Convert Export into Import Business Transaction Type
Convert Export Into Import Procedures
Convert Export Into Import Customs Office
Convert Export Into Import Mode Of Transport

Transportation Data
Define Customs Offices
Define Modes Of Transport
Define Valid Combinations: Mode of Transport - Customs Office
Default Values For Foreign Trade Header Data
Define Default Values For Stock Transport Orders

Specific Data for Customs Processing

Define CAS Numbers
Control Import Simulation
Define and Assign Country Groups
Define Code For Customs Quotas
Maintain Customs Quota Numbers
Define Code for Pharmaceutical Products
Define Code For Anti-Dumping
Define Preference Code (PAC)
Maintain Ceiling Numbers
Maintain Code Determination For Customs Quotas
Define Code Determination for Pharmaceutical Products
Define Code Determination For Anti-Dumping
Define Customs Exemption and Determination of Preference Code
Determine Preferential Duty Rate and Determination of Preference Code
Define Third-Country Duty Rate and Determination of Preference Code
Define Additional Customs Law Description
Define Type of Transportation Means
Define Type of Goods Identity Seal
Define Type of Package
Define Customs Duty Rate Types for Upload

Official Documents/Certificates/Verifications/Cust.Approvals
Maintain Customs Approval Numbers
Define Authority For Documents
Define Preference Document Types
Define Verification Document Types
Define Preliminary Document Types
Maintain Import Document Determination
Calculate Statistical Values
Printing/Communication

5
5

Define Forms
Assign Forms/Programs For Export Billing Documents
Control Foreign Trade Documents

Define Preference Document Types

Define Verification Document Types
Define Preliminary Document Types
Control of Foreign Trade Messages
Form Data Control
Customer Exits: Print Control
EDI: Maintain Customs Identification Numbers for Customers
EDI: Maintain Customs Identification Numbers for Vendors
5

Documentary Payments
5

Basic Settings
Define
Define
Define
Define
Define
Define
Define

Financial Document Type

Bank Functions
Texts for Financial Documents
Documents to be Presented
Reasons for Change
Indicators For Financial Documents
Bank Indicators

Relationships
Assign Documents to Financial Document Indicator
Specify Control Of Banks In Financial Document
Specify Financial Document Control

Risk Management for Financial Documents

Define Forms of Payment Guarantee
Define and Assign Payment Guarantee Schemas
Activate Documentary Payments per Item Category

Legal Control
Document Control
Define Legal Regulations and Assign by Country
Define Types of License Masters
Define Texts for License Masters
Export Control Class
Define Goods Special Characteristic Code
Define Groupings
Assign Export Control Classes To Groupings
Foreign Trade Data by Country of Destination
Define Product Classification by Destination Country
Define Country Groups
Define Country Classification per Country of Destination
Check For Consistency In Settings For Legal Control

Periodic Declarations
5

Control Data
5

Log Of Incomplete Items - Aggregation Criteria - Individual Maintenance

Special Rule Country / Region
Data Selection Control
Data Selection Control
Customer Exits: Data Selection for Periodic Declarations

Inclusion and Exclusion Indicators

Define Exclusion/Inclusion Indicators

Assign to Item Categories for SD Sales Orders

Assign to Item Categories for SD Deliveries
Maintain Official Numbers for Declarations to Authorities
Maintain Region
Maintain Selection Variants for MITI Declarations (Japan)
Special Processing For Sites Abroad
Export Validation (Russia)

Maintain Number Ranges

BAdI: Export Document Chains
5

Preference Processing
Define Preference Zones
Determine Preference Zones
Define Preference Procedure
Assign Preference Rule / Percentages
Assign Commodity Code And Rule By Preference Zone
Alternative Commodity Code
Define Tariff Alternation
Define Preference Code (PAC)
Maintain Control Data for Vendor Declaration

CAP Products
Maintain Market Organization
Number of Market Organization
EU Market Product List Numbers
Maintain CAP Product Groups

Internet Application Components (IACs)

Foreign Trade: Import Data Display

SAP Global Trade Services - Plug-In

5

Control Data for Transfer to SAP Global Trade Services

5

Technical Activation of Document Transfer

Activate
Activate
Activate
Activate
Activate
Activate

Transfer
Transfer
Transfer
Transfer
Transfer
Transfer

of
of
of
of
of
of

Purchasing Documents (MM0A)

Inbound Deliveries (MM0B)
Article Documents (MM0C)
Sales Documents (SD0A)
Outbound Deliveries (SD0B)
Billing Documents (SD0C)

Configure Control Settings for Document Transfer

Preference: Control Transfer of Bills of Material

Preference: Define Worklist for Vendor-Based Long-Term Vendor Declarations

Customs: Safekeeping: Choose Safekeeping Method
Customs: Activate Safekeeping with Delivery Status
Customs: Activate Dialog for Reference Number for Scrapping in Customs WH
Customs: Activate Additional Check for Customs WH-Relevant Goods Movements
Customs: Retail: Call Customs Calculation from Pricing with PO Data
Customs: Retail: Delete Buffer with PO Data for New Calculation Call
Customs: Activate Summarization of Goods Issues for Customs WH Processing
Customs: Customs Procedure with Economic Impact: Define Customs ID
Customs: Assign Customs ID to Customs Proc. with Economic Impact (CWH/IP)
Customs: Assign Customs ID to Customs Procedures with Economic Impact (OP)
Business Add-Ins for SAP Global Trade Services
BAdI to Change RFC Destination for Calling SAP GTS

BAdI
BAdI
BAdI
BAdI
BAdI
BAdI
Edit

for Transfer of MM and SD Documents to Check for Archivability

for Preference: Configurable Articles
for Customs: Safekeeping via Storage Location
for Customs: Determine SAP GTS Relevance for Stock Separation
for Customs: Additional Stock Identification for ID Verification
for Letter of Credit: Find Letters of Credit in Sales Documents
Control of Document Transfer

BAdI
BAdI
BAdI
BAdI
BAdI
BAdI
5

Control
Control
Control
Control
Control
Control

Interface
Interface
Interface
Interface
Interface
Interface

for
for
for
for
for
for

Mapping
Mapping
Mapping
Mapping
Mapping
Mapping

and
and
and
and
and
and

from
from
from
from
from
from

Purchasing Documents (MM0A)

Inbound Deliveries (MM0B)
Article Documents (MM0C)
Sales Documents (SD0A)
Outbound Deliveries (SD0B)
Billing Documents (SD0C)

Enrichment
Enrichment
Enrichment
Enrichment
Enrichment
Enrichment

of
of
of
of
of
of

Data
Data
Data
Data
Data
Data

from
from
from
from
from
from

Vendors/Customers (Enhancement Project SLLLEG05)

Article Masters (Enhancement Project SLLLEG04)
(Enhancement Project SLLLEG03)
BOMs (Enhancement Project SLLLEG02)
Documents (Enhancement Project SLLLEG01)

Billing
5

Purchasing Documents (MM0A)

Inbound Deliveries (MM0B)
Article Documents (MM0C)
Sales Documents (SD0A)
Outbound Deliveries (SD0B)
Billing Documents (SD0C)

User Exits for SAP Global Trade Services

Master Data Transfer:
Master Data Transfer:
Preference Processing
Master Data Transfer:
Transfer of MM and SD

Calls
Calls
Calls
Calls
Calls
Calls

Change and Supplement Document Data for Transfer

BAdI
BAdI
BAdI
BAdI
BAdI
BAdI

to
to
to
to
to
to

Billing Documents
Define Billing Types
Define Number Range For Billing Documents
Invoice Lists

Assign Invoice List Type To Each Billing Type

Maintain Conditions For Invoice Lists
Maintain Output For Invoice Lists
5

Assembling Groups
Define Number Range For Billing Document Groups
Assembling Groups of Billing Documents
Assembling Groups Of Invoice Lists
Maintain Copying Control For Billing Documents
Define Blocking Reason For Billiing
Define Reasons for Complaint
Country-specific Features

5
5

Maintain Maximum Number Of Billing Items

Country-specific Features for Argentina
Assign Issuing Branch To Sales Area
Assign tax indicator to sales organization
Copy Branch From Delivery
Define Limits for Credit Invoices
Assign Output Types to Installment Numbers

Country-specific Features for Brazil

Assign Nota Fiscal Type to Sales Document Types

Maintain Automatic Nota Fiscal Header Texts
Maintain Sales Document Item Category
Maintain Billing Document Item Category
Maintain Billing Types
Special Conditions For Pricing
Define Sequence for SD Tax Code Determination
Define Sequence for SD Tax Law Determination
Define NF Type Redetermination per Business Place
Define NF Type Redetermination per Region
BAdI: Redetermination of Nota Fiscal Type per Line Item
5

Country-Specific Features for Hungary

Define Additional Billing Data

Country-specific Features for Italy

Logging Of Tax Exemption Licenses

Country-Specific Features for Poland

Record Number Ranges for Down Payment of Clearing Documents

Country-Specific Features for Portugal

5

Digital Signature
Record Number Ranges for Digital Signature of Billing Documents (SD)

Country-Specific Features for Russia

5

Business Add-Ins (BAdIs)

BAdI: Print Data Update for Tax Invoice

Country-specific Features for Switzerland

Special Features For Printing Invoices (POR Procedure)
Add-In: Payment Reference Numbers

Payment Cards
Maintain Card Types
Maintain Card Categories
Maintain Payment Card Plan Types
Maintain Blocking Reasons
Authorization and Settlement

5
5

Risk Management for Payment Cards

Define forms of payment guarantee
Maintain Payment Guarantee Procedures
Maintain Authorization Requirements
Maintain Checking Groups
Specify Authorization Validity Periods
Maintain Clearing House

5
5

Account Determination
Maintain Field Catalog
Maintain Condition Tables

Maintain Access Sequences

Maintain Condition Types
Maintain Procedures
Assign G/L Accounts
Set Authorization / Settlement Control Per Account
Maintain Merchant IDs
Maintain Texts Describing Card Check Results
5

Follow-up Processing
Define Requirements

Rebate Processing
5

Rebate Agreements
5

Define Agreement Types

Condition Type Groups
Define Condition Type Groups
Assign Condition Types/Tables To Condition Type Groups
Assign condition type groups to rebate agreement types

Define Number Ranges for Sales Deals

Overviews
Define Overviews
Assign Overviews

Condition Technique For Rebate Processing

Account Determination For Rebates
Activate Rebate Processing
Define article rebate group
Recalculate Subtotals For Rebate Processing
Create Billing Index
Simulate And Execute Setup Of Statistical Data
Compare Rebate Basis And Correct Accruals
Data Enhancement For Release 4.0
Activation Of The New Rebate Procedure From Release 4.6A
Business Add-Ins (BAdIs)
Enhancements for Rebate Processing

Intercompany Billing

Define Order Types For Intercompany Billing

Assign Organizational Units By Site
Define Internal Customer Number By Sales Organization
Automatic Posting To Vendor Account (SAP-EDI)
Resource-Related Intercompany Billing
Maintain Clearing Accounts for Company Codes
Maintain Optional Account Determination
BAdI: Resource-Related Billing between Company Codes

Billing Plan
Define Billing Plan Types
Define Date Descriptions
Define And Assign Date Categories
Maintain Date Proposals For Billing Plan Types
Assign Billing Plan Types To Sales Document Types
Assign Billing Plan Types To Item Categories
Define Rules For Determining Dates

Lists
Set Updating Of Partner Index
Set Updating Of Item Index
Define Selection Criteria

Business Add-Ins (BAdIs)

Authorization of Credit Cards in Billing Documents

Sales Support (CAS)

5

Sales Activities
Define
Define
Define
Define
Define
Define
Define
Define

Sales Activity Types

And Assign Activity Status And Status Groups
Sales Activity Reasons
Sales Activity Outcomes And Outcome Reasons
Sales Activity Descriptions
And Assign Number Ranges For Sales Activities
And Assign Number Ranges For Address Lists
Function-Related Authorization For Sales Activities

Maintain Copy Control For Sales Activities

Lists

Set Updating Of Partner Index

5

Customer Fact Sheet

Define Reporting Views

Assign Information Blocks To A View
Assign Default View To User
Set Document Display
Customer Fact Sheet for Role "Internal Sales Representative"
Define Views for Evaluation
Define User-Specific Report Views
Define Report Views

Customer Potential Analysis

Define Own Company As Competitor
Assign Planning Type To Sales Activity Type

Electronic Data Interchange

5

Validation and Enrichment Processor

Define Assignment Type Compatibility
Maintain Rule Actions
Maintain Expressions

EDI Messages
5

Configure EDI Partners

Convert External To Internal Partner Numbers
Assign Customer/Vendor To Sales Organization Data
Determine Partner Functions For EDI Outbound Processing
Handle Messages For Inbound Orders
Convert SAP Item Category To IDoc Item Category

PRICAT Inbound
Configure Online Processing
Configure Defaults and Storage Options at Client Level
Configure Defaults and Storage Options at GLN Level
Configure Defaults and Storage Options at Merchandise Category Level
Define Additional Processing Statuses
Configure Automatic Adoption
Convert Condition Types
Define Purchase Price and Sales Price
Control Purchase Price Updating
Control Sales Price Updating
Control Reading of Prices
Configure Adoption of Tax Classification
Enhancements Using Business Add-Ins

BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
BAdI:
5

Modify Data in IDoc Inbound

Process Update Parameters
Reorganization
Dialog
Change Update Processes
Influence Posting of Prices
Check Status
Check Status (BOM Components)
Add Sort Rules

GDS_PRICAT Inbound
Configure GDS storage
Maintain Classification Code
Maintain Classification System
Maintain Classification Level
Select Structure for Subscription Selection

Price Catalog
Requirements Profile
Define Transferrable Units Of Measure
Description of Catalog Fields
Indicator for Supply of Data to Catalog
Maintain Screen Structure
Internet Settings
Sequential Control Catalog
Define Catalog Type
Assign Structures to Catalog Types
Enhancements Using Business Add-Ins

BAdI
BAdI
BAdI
BAdI
BAdI
BAdI
5

for
for
for
for
for
for

Filling the ExtensionIn Parameters of the BAPI in PRICAT Outbound

Checking a Catalog Item
Reading the Article in an Item
Filling Partner, Partner Type, Variant, Function for IDoc PRICAT02
Adjusting the Article Text IDs and Languages to be Read
Implementing Customer-Specific Change Management

POS Interface
5

Outbound
Number Ranges, Status Tracking
Maintain POS Condition Type Group
Maintain Profile For POS Outbound
Controlling Alternative Condition Change Analyses Using Worklist

5
5

Direct Entry for Creating Worklist

Activation of the Direct Entry for Creating the Worklist

Define the Scope of Change for Direct Entry in Worklist
BAdI: Check for Creating Direct Entries in the Worklist
Maintain Filter Settings for Condition Types
BAdI for Modifying the Outbound IDOCs that are to be Copied
5

Inbound
Number Ranges, Document Flow
Maintain Profile For POS Inbound
Define A Profile For Distributing Coupon Discounts
Define Checking Rules For POS Inbound
Aggregated Sales Control
Extension for Controlling Summarized Sales
Payment List Control
Control Sales As Per Receipts
Extension for Controlling Receipt-Based Sales
POS Goods Movements Control
Transaction Types For Sales As Per Receipts
Transaction Type-Dependent Control Of Sales As Per Receipts
Movement Type-Dependent Control Of Goods Movements
Transaction Types For Financial Transactions
Transaction Type-Dependent Control Of Financial Transactions
Store Order Control
Store Phys. Inventory Control
Enhancement: Store Physical Inventory Control
General Settings for Physical Inventory During Opening Hours
Automatic GTIN Processing Control
PIPE-Specific Communication Settings

Adjustments
5

Enhancements
Develop Enhancements For Conversions
BAdI: WPUBON, Before Calling Inventory Management
BAdI: WPUUMS, Before Calling Inventory Management
BAdI: Extension of IDoc Processing in the Store Physical Inventory

Conversions
Conversion Categories
Conversion Parameters
Conversion Of Transaction Types For Receipt-Based Sales
POS Movement Type Conversion
POS Transaction Type Conversion
Conversion POS Condition Types
POS Unit Of Measure Conversion
POS Merchandise Category Conversion
POS Language Code Conversion
Conversion Of POS Tax Code (Outbound)
Conversion of Article Tax Classification (Inbound)
POS Payment Method Conversion
Conversion of POS Currency Codes
BAdI: Sales Price of an Article in the Physical Inventory IDoc
BAdI: Determination of POS Transactions Outside of ERP System
BAdI: Overriding Customizing for Physical Inventory During Opening Hours

Workflow
Master data
Store order

Store physical inventory

Store goods receipt (new workflow, as of Release 4.6A)
Store goods receipt (old workflow, release independent)
5

Data Transfer and Archiving

5

Data Transfer
5

Data Transfer Workbench: Sales Documents

Transfer Data From Sales Documents (Up To 3.1x)
Data Transfer Workbench: Conditions

Archiving Data
Archiving Control For Conditions
Archiving Control For Sales Documents
Assign Document Types

System Modifications
5

Create New Fields (Using Condition Technique)

New
New
New
New
New
New
New

Fields
Fields
Fields
Fields
Fields
Fields
Fields

for
For
For
For
For
For
for

Pricing
Free Goods Determination
Output Control
Account Determination
Listing/Exclusion
Article Determination
Batch Determination

Create New Fields (Without Condition Technique)

New Fields For Printing Documents
Copy Customer Master Fields Into The Sales Document
Copy Article Master Fields Into The Sales Document
New Fields For Lists Of Sales And Distribution Documents
Reserve Fields In The Customer Master Record
New Fields For The Transfer To Accounting
New Statuses
New Fields For The Billing Interface

Routines
Define
Define
Define
Define

Copying Requirements
FORM Routines For Data Transfers
Requirements
Formulas For Pricing

User Exits

User
User
User
User

Exits
Exits
Exits
Exits

User
User
User
User
User
User
User

For Price Determination

for Partner Determination
For Credit Checks And Risk Management
in Sales

Exits
Exits
Exits
Exits
Exits
Exits
Exits

In Sales Document Processing

For Contract Processing
For Product Allocation Processing
For Availability Check
For Component Supply Processing
For Product Selection
for Billing Plan

User Exits For Resource-Related Billing

User
User
User
User
User
User
User

Exits
Exits
Exits
Exits
Exits
Exits
Exits

For
For
For
For
For
For
for

Shipping
Transportation
Billing
General Billing Interface
Sales Support
Lists
Payment Cards

Business Transaction Events

Business Add-In

Update planning values for sales orders

BAdI: Enhancements for Determining Reference Documents
5

Authorization Management
Define Authorizations
Define Profiles

"Internal Sales Representative" Role

Configure Launchpad (Java)
Set Up Launchpad (ABAP) (New)
Customer Fact Sheet

Define User-Specific Report Views

Define Report Views
Define Views for Evaluation
5

Personal Worklist (New)

5

Cockpit for POWL Administration (as of SAP NetWeaver 7.2)

BAdI: Visible POWL Types
Personal Worklist for Condition Information
Overview of the Configuration Process
Define Search Criteria for Header Attributes
Define Search Criteria for Item Attributes
Select and Test Condition Information

Business Add-Ins (BAdIs)

5

Customer Cockpit: Define Specific Customer Master Data

Define Price and ATP Information
Feeder Classes for Personal Worklists (Order Processing)
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder
Feeder

Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:
Class:

All Sales and Distribution Documents

Billing Blocked Documents
List of Billing Documents
Billing Due List
Contract Release Situation
Customer List
Sales Documents Due for Delivery
Picking List
Outbound Deliveries for Goods Issue
Transfer Orders for Confirmation
Deliveries for Creating Transfer Orders
Confirmed Change for Date/Quantity
Delivery-Blocked Sales Documents
Expiring SD Documents
Incomplete Sales Documents
Individual Purchasing Document
Wholesale

Personal Worklist (Old)

Maintain Portal Targets
Maintain Task Areas

4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4

Materials Management
Logistics Execution
Quality Management
Plant Maintenance and Customer Service
Customer Service
Production
Production Planning for Process Industries
Project System
Collaboration Folders
Personnel Management
SAP E-Recruiting
Time Management
Payroll
Training and Event Management
Management of Internal Controls
CIDEON Software
Incentive and Sales Force Management
Integration with Other mySAP.com Components
SAP Banking