For those interested to know about the order and constituents of SAP SD Configuration Steps in the Implementation Management Guide [IMG] of the Standard SAP, This is just a quick Reference. If you are a new entrant into SAP or a junior consultant you will have to refer to IMG a lot as each screen you see on the SAP System screen is configured and controlled from the IMG. Moreover this reference will help you know the practical concepts helpful in configuring the SAP SD successfully. Just reading the standard documentation from the Help portal of SAP [help.sap.com] is quite boring and needs a lot of time.
9 Sales and Distribution
9.1 Master Data
9.1.1 Define Common Distribution Channels
9.1.2 Define Common Divisions
9.1.3 Business Partners
9.1.3.1 Customers
9.1.3.1.1 Customer Hierarchy
9.1.3.1.1.1 Define Hierarchy Types
9.1.3.1.1.2 Set Partner Determination for Hierarchy Categories
9.1.3.1.1.3 Assign Account Groups
9.1.3.1.1.4 Assign Sales Areas
9.1.3.1.1.5 Assign Hierarchy Type for Pricing by Sales Document Type
9.1.3.1.2 Marketing
9.1.3.1.2.1 Define Industry Sector for Customers
9.1.3.1.2.2 Define Customer Classifications
Project XYZ Configuration Guide
< Define Customer Classifications >
Specifies a classification of the customer (for example, classifies the customer as a bulk purchaser).
Purpose
The classifications are freely definable according to the needs of your organization.
Purpose of the Configuration
To define customer classifications.
Type of Configuration
Master data
Prerequisites
N/A
Procedure
1) IMG -> Sales and Distribution -> Master data -> Business Partners->Customers-> Marketing -> Define customer classifications
2) Define customer classifications.
3) Maintain the Description.
4) Save.
Result
A new customer classification is created.
Example
A - A class customer.
Reference
Refer to SD BUSINESS BLUEPRINT
9.1.3.1.2.3 Define Nielsen ID
9.1.3.1.2.4 Define Industry Sector Codes
9.1.3.1.2.5 Define Legal Statuses
9.1.3.1.3 Sales
9.1.3.1.3.1 Define Customer Groups
Project Configuration Guide
< Define Customer group >
Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics.
Purpose
You can freely define customer groups according to the needs of your organization. You assign a customer group to an individual customer in either the customer master record of the sold-to-party or in the sales document. In SD Customizing, you can create a condition type that lets you create pricing records for customer groups. Additionally, when you want to generate sales statistics, you can use customer groups as one of the selection criteria.
Purpose of the Configuration
To define customer groups.
Type of Configuration
Master data
Prerequisites
N/A
Procedure
1) IMG -> Sales and Distribution ->Master data -> Business Partners -> Customers -> Sales -> Define customer groups
2) Define customer groups
3) Maintain the Description.
4) Save.
Result
A new customer group is created.
Example
HP – Hospitals
Reference
Refer to SD BUSINESS BLUEPRINT
9.1.3.1.3.2 Define Sales Districts
Project Configuration Guide
< Define Sales Districts >
Each customer can be assigned to a sales district. You can use sales districts to apply pricing conditions. When you want to generate sales statistics, you can use sales districts as selection criteria.
Purpose
To define Sales districts in sales view of the Customer master.
Purpose of the Configuration
To define Sales district in sales view of the customer master.
Type of Configuration
Master Data
Prerequisites
None
Procedure
1) IMG -> Sales and Distribution ->Master Data -> Business Partners -> Customers -> Sales -> Define Sales Districts
2) Define Sales Districts
3) Save.
Result
A new Sales district is created.
Example
00001 South London
Reference
Refer to SD BUSINESS BLUEPRINT
9.1.3.1.3.3 Maintain Reserve Fields In Customer Master
9.1.3.1.4 Shipping
9.1.3.1.4.1 Define Delivery Priorities
9.1.3.1.4.2 Define Customer Calendars
9.1.3.1.4.3 Define Goods Receiving Hours
9.1.3.1.5 Billing Document
9.1.3.1.5.1 Define Billing Schedule
9.1.3.1.5.2 Define Terms Of Payment
9.1.3.1.5.3 Define Incoterms
9.1.3.2 Contact Person
9.1.3.2.1 Define Standard Departments
9.1.3.2.2 Define Contact Person Functions
9.1.3.2.3 Define Decision Authorities
9.1.3.2.4 Define Call Frequency
9.1.3.2.5 Define Buying Habits
9.1.3.2.6 Define VIP Indicator
9.1.3.2.7 Define Attributes
9.1.3.3 Use Sales Employee without HR
9.1.4 Item Proposal
9.1.4.1 Define Item Proposal Types
9.1.4.2 Define Number Ranges for Item Proposals
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