Saturday, 30 April 2016

How to Create Partner Function in SAP SD

What is Partner Function?

Partner   function is two-character identification key that describes the people and organization with whom you do the business, and who are therefore involved in transaction. Here is some standard Partner Function for customer-
  1. Sold-to party
  2. Ship-to party
  3. Bill-to party
  4. Payer
Partner Determination:

The Partner and business partner term in SAP SD refers to parties with whom you do business. Each business partner has specific role. E.g. Sold-to party - Business Partner who order the goods / Services. The Partner Determination can be done in three steps-

  1. Define Partner Function
  2. Create Partner Determination procedure by grouping Partner function.
  3. Assign the partner determination procedure to respective partner object.

Step 1 - Define Partner Function: 

  1. Enter T-Code VOPAN in Command Bar.
  2. Select Customer Master Partner Object
  3. Click on Change Button, Partner Determination Procedure Screen appear.

  1. Click On New Entries Button.

  2. Enter Partner Determination Procedure and name.

  3. Double click on Partner Function node - Screen as below appear.

  4. Click on New Entries  Button.

  5. Enter Partner Function Detail

Enter Partner Function / Name / Partner Type.
Field NameDesc
Partner FunctionTwo-character unique identifier for each partner function.
NameA meaningful description for this partner function.
Partner TypeIt tells whether the partner function is for a customer (KU), a vendor (LI), a contact person (AP), and so on.

Step 2 - Partner Determination procedure by grouping Partner function.

  1. Click on Partner Function in procedure node.
  2. Enter Partner Det. Procedure / Partner function / Name.

Step 3 - Assign the partner determination procedure to respective partner object. 

We are creating partner function for customer, so here partner object is customer and assign to Account Group.

Partner ObjectAssign to
CustomerAccount Group
Sales Document HeaderSales Document Type
Sales Document ItemItem category Type
Delivery HeaderDelivery Document Type
Shipment HeaderShipment Document Type
Billing HeaderBilling Document Type
Billing ItemBilling Item Category  type
ContactContact type

  1. Click on Account groups - Function Node and click on New entries Button.
  2. Enter Partner function / Name / Account Group / Name.

Click on Save Button   to save  partner Function.

Thursday, 28 April 2016

Basic Functions Of SAP SD

Texts in Sales and Distribution


In a business relationship, it is essential that business partners exchange information regularly throughout the logistics chain. In Sales and Distribution processing, this exchange of information is supported by texts in master records and documents, which can be flexibly tailored to suit individual customer requirements.
Texts can be used in numerous areas of Sales and Distribution, such as:
  • Sales notes for customers
  • Sales texts for materials
  • Explanations in order confirmations
  • Shipping instructions in deliveries
You can define as many text types as you require for master records and documents (sales texts, shipping texts, internal notes, supplement texts, and so on).
You make the settings for the texts in Customizing for Sales and Distribution under Text Control.


The texts, which serve to provide information in the system and for creating documents, can be stored in the following locations:
  • In the customer master record
  • In the material master record
  • In the SD documents
You can use the following editing and control functions for text processing:
  • The system can propose default texts from the master records in the SD documents. You must make the required settings in Customizing under Text Control .
  • You can copy from a reference SD document to another SD document – from an inquiry to a quotation, for example, or from an order to a delivery.
    • You can copy the texts on a language-specific basis.
    • You can change copied texts.
  • You can integrate standard texts into SD documents.
  • There are different functions available for the different file formats.
    • You can create SCR files and edit them in the editor.
    • You can upload DOC and RTF files. You create a file in this process and can then overwrite it.
      You can subsequently display DOC files in a separate browser session, but cannot change them.
    • You cannot display RTF files in the Web Dynpro environment.
    • You can delete SCR, DOC, and RTF files.

Creating Tax Records


To create a tax condition record:
  1. Choose Start of the navigation path Logistics Next navigation stepSales/distribution Next navigation stepMaster data Next navigation step. End of the navigation path
  2. You reach the Sales Master Data screen.
  3. Choose Start of the navigation path Pricing Next navigation stepTaxes Next navigation stepCreate Next navigation step. End of the navigation path
  4. You reach the data Select Countries for Maintaining Tax Conditions screen.
  5. Position the cursor on the country for which you want to maintain a tax record and choose Tax records.
  6. Enter the relevant data.
  7. To save the tax record, choose Save.

Account Determination


To be able to use revenue recognition, you should select several special general ledger accounts. Choose: Sales and Distribution -> Basic Functions -> Account assignment/Costing -> Revenue Recognition
Determining the Revenue Account

Revenue recognition uses revenue account determination. To set up revenue account determination, use transaction VKOA.

Determining Non-Billed Receivables Accounts

The account for non-billed receivables is a special general ledger account, used to determine revenue which has been implemented but not yet billed.
If you want to set up an account, join an account with non-billed receivables together with a customer reconciliation account which is a part of your chart of accounts. You can use the transaction OVUR for this.
The standard system has the balance sheet account 142100 for non-billed receivables in the USA and in Canada (Accruals and Deferred Income).

Determining the Deferred Revenue Account

The deferred revenue account is a special general ledger account, used to determine revenue which has been billed but not yet implemented.
The system determines the deferred revenue account for a document item using standard SD account determination. Use the transaction VKOA for this.

Basic Functions of SAP SD

Material Determination

Material determination enables the automatic substitution of materials in sales documents during sales order processing. For example, during the course of a sales promotion, the system can, during sales order entry, automatically substitute a material that has promotional packaging. A consumer product may have a special wrapper for, for example, the Christmas season. Using material determination, the system substitutes the material only during the specified period.

The following graphic illustrates the determination of a promotional product in the sales order.

In addition, you can use material determination if you want the system to automatically substitute, for example:

  • customer-specific product numbers with your own material numbers
  • International Article Numbers (EANs) with your own material numbers
  • Substituting discontinued materials with newer materials

Output Determination (SD-BF-OC)


The Output Determination component offers output functions for sales, shipping, transportation, and billing to help you manage sales transactions with your customers and within your company. You can create sales activity output (for example, customer telephone calls, mailing campaigns) and group output (for example, freight lists). Your company employees can send and receive output. Output is directly linked to the corresponding sales transaction (for example, the system automatically sends an order confirmation via Electronic Data Interchange (EDI) as soon as the employee creates an order).


The output determination component is used for output control. Output control is used to exchange information with internal and external partners.
Output control includes the following functions, described in the cross-application (CA) - Output Controldocumentation:
  • Output Determination
  • Output Processing


The system can automatically propose output for a sales and distribution document. You can change this output in the sales and distribution document.
The system uses the condition technique to determine output. For more information on the condition technique,