Sandeep Internship Task 4

TASK 4
1. Create a report to list Open Sales Orders (i.e., no subsequent documents

created after the creation of SO) and a separate list for open sales orders (i.e.,
partially delivered SO)
Query: Create a report to fetch billing document numbers based on the routes taken
Following are the major components which are associated with SAP Query:
● Info Sets - Are base for the Query and it contains one or more database table details
● Queries – For the User to create and generate the Query
● User Group – To restrict set of Users for a specific Query plus for Authorizations
● Quick Viewer - A simple tool for quick report generation
Step 1:creation of user group : SQ03
Step2: creation of info set: SQ02
Step3: creation of Query: SQ01

NOW GO TO TCODE:SQ02 CREATE INFO SET
NOW HERE SELECT JOIN TABLES
SELECT INCLUDE KEY FIELDS
NOW INFOSET WILL DISPLAY AND EXECUTE AND SAVE

NOW CREATE SQ01 FOR QUERY
NOW CHANGE INITIAL SCREEN BY ENTERING USER GROUP NAME AND
EXECUTE
NOW WE WANT TO CREATE QUERY PART FOR LIST OF OPEN SALES
ORDERS PARTIALLY DELIVERED.

NOW GO TO TCODE:SQ02 CREATE INFO SET
Now we are doing VBFA And LIKP Table join
NOW CREATE SQ01 FOR QUERY
THIS THE REPORT FOR OPEN SALES ORDERS AND DELIVERY
QUANTITIES
2. You wish to extend credit to one of your clients
1. Setup an automatic credit check mechanism in place for your

client
2. New customers should be placed as high risk customers
automatically when they are created
3. Creation & saving of sales order should be allowed but, not the
delivery
4. Delivery should be manually released by taking a note of credit
limit
5. Configure the above scenario for an old & new customer
6. When the client returns the product sold due to manufacturing
defect, his credit limit should be adjusted accordingly
7. Create a report to display the credit limit utilization of customers
Credit and risk management takes place in the credit control area., Credit
Control Area is an organizational unit that represents the area where
customer credit is awarded and monitored.
Credit limits and credit exposure are managed at both credit control area
and customer level. Financial Accounting. Enterprise Structure ->
Definition or Assignment -> Financial Accounting and then Maintain
credit control area. You assign customers to specific credit control areas
and specify the appropriate credit limits in the customer master record.
1. Transaction OB45 (Create Credit Control Area)

2.Transaction OB38 (Assign Credit Control Area to Company Code)
3.Transaction OVFL (Assignment of Credit Control Area to Sales Area)
4. Transaction XD02 (Assign Credit Control Area to Customer)
Check which credit control area is assigned to the payer
5. Transaction OBZK (Permitted Credit Control Areas for Company

Codes)
6. Transaction OVAK (Sales Document Types – Credit Limit Check)
7. Transaction OVAD (Delivery Types – Credit Limit Check)
Which settings do exist for the delivery type used?
Delivery type: LF
Credit group for delivery: D2
Credit group for goods issue: D3
8. Transaction OB01 (Credit Management Risk Category)
Definition of the risk category for each credit control area. This risk category
can be assigned to a credit account by using Transaction FD32.
9. Transaction OVA8 (Maintenance of Automatic Credit Control)
Here, the individual credit checks for key fields
CREDIT CONTROL AREA,RISK CATEGORY AND CREDIT GROUP ARE

SET
Take these key fields from the above settings and go to the detail screen.
Check whether field’s "Reaction" and "Status/block" are set correctly. To carry
out follow-up actions in case of a credit block, the credit check status must be
set (field "Status/block").
10. Transaction FD32 (Customer Credit Management)
Credit master data for the payer of the relevant document.
Credit account: 310011
Credit limit: 50000

Risk category: YSJ1 (High Risk Customer)
Currency: INR
11. Transaction OVA7 (Item Category – Credit Limit Check)

12. Update of the credit value is active for the corresponding item type if the
check box is marked. This field corresponds to field "Active receivable" in
Transaction VOV7.
Item type: TAN
Active receivable: Yes
12. Transaction V/08 (Pricing Procedure)
In the pricing procedure used for pricing, subtotal "A" must be entered in a line
for determining the credit value (mark the pricing procedure and double click
on "Control".
Usually, the net value plus taxes is used. This way the system is determined
to use this subtotal for credit pricing. The credit price is stored in field V BAP-
CMPRE and used for update and credit check.
You can find the used pricing procedure of the order under "Item -> Condition
-> Analysis".
Pricing procedure:
Line with subtotal = 'A':
13. Transaction OB45 (Credit Control Area)
Which update group (field "Update") do you use in the relevant credit control
area? The default setting is "12". If you use another update group, check
whether this is fine with you. If you open an OSS message, please tell us the
alternative update group.
Credit control area: YSJ1
UPDATE: 12
15. Transaction OMO1 (Updating SD – Info Structures)
Which kind of update did you choose for structure S066?
In any case, "Synchronous update (1)" must be chosen as the kind of update.
All other settings will lead to errors.
Use VA01 T-code and create a sales order with the customer that you have
just assigned a credit limit for.
16. Transaction VL01N (Create Delivery)
Create a delivery for Standard Order 425
17. Transaction VF01 (Create Billing Document)

Use VF01 T-code and create an invoice with the previously created Delivery
document.
18. Transaction FD32 (Customer Credit Management)
Use FD32 T-code and check whether the credit limit has been updated after
the new order has been delivered and billed.
Now we want to create status profile
SPRO - Sales and Distribution-Sales >Sales documents - Define and Assign Status
Profile-Define Status profile
2. Assignment of Status profile at order type at below path:
SPRO - Sales and Distribution- Sales >Sales documents - Define and Assign Status
Profile- Assign order type/Status profiles
3.Assignment of Status profile at item category at below path:
SPRO - Sales and Distribution - Sales >Sales documents - Define and Assign Status
Profile - Allocate status profile to item categories
4.Enter Authorization code to change the status:
Status Number:
It is the number which is assigned per activity and it is unique to every status.
Status:
This is the text which will flow to sales document once it is activated and update as per business
activity mentioned in the configuration.
Initial:
whenever sales document is created by default this status will be activated to it.
Lowest Status No:

This will ensure that particular activity will be performed within this lowest number and once
that activity is performed this will get deactivated.
Highest Status Number:
all activities will be performed till this number and it will block other activities or status updation
having below status number than this.
Position:
it will give you at which place this status can be activated.
Priority:
if several status have same priority then status which has highest priority will have preference.
NOW SELECT OBJECT TYPES AND SELECT THE BELOW TYPES AND SAVE
NOW GO TO STATUS PROFILE AND SELECT ANY USER STATUS AND

CREATE TRANSCATION CONTROL
HERE DELIVEY IS BLOCKED BY END USER
NOW WE CREATE SALES ORDER VA01
NOW CREATE VLO1N DELIVERY

NOW GO TO VA02 FOR CHANGE SALES ORDER AND SELECT HEADER
STATUS
CLICK OBJECT STATUS AND CHANGE IT TO SALES MANAGER LEVEL

TO BLOCK SALES ORDER AND ALSO SELECT LINE ITEM LEVEL ALSO
TO BLOCK BY SALESMANAGER ONLY.
NOW ENTER DELIVERY VLO1N
NOW WE WILL CREATE REPORT ON CREDIT LIMIT

Query: Create a report to fetch billing document numbers based on the routes taken
Following are the major components which are associated with SAP Query:
● Info Sets - Are base for the Query and it contains one or more database table details
● Queries – For the User to create and generate the Query
● User Group – To restrict set of Users for a specific Query plus for Authorizations
● Quick Viewer - A simple tool for quick report generation

Step2: creation of info set: SQ02
Step3: creation of Query: SQ01
NOW GO TO SQ02 - TO CREATE INFO SET
JOIN OF TWO TABLES KNVV AND KNKK
NOW INFOSET WILL DISPLAY AND EXECUTE IT AND SAVE

NOW CREATE QUERY USING SQ01
NOW ENTER THE DESCRIPTION IN TITLE AND CLICK NEXT
NOW SELECT FIELD GROUP AND NEXT

NOW SELECT FIELD QUERY
CREATE QUERY SELECTIONS AND EXECUTE
LAYOUT DESIGN OF QUERY

NOW CHANGE INITIAL SCREEN BY ENTERING USER GROUP NAME AND
EXECUTE
REPORT FOR CREDIT UTILIZATION OF CUSTOMER

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TASK 4

1. Create a report to list Open Sales Orders (i.e., no subsequent documents

Step 1:creation of user group : SQ03

SELECT INCLUDE KEY FIELDS

NOW INFOSET WILL DISPLAY AND EXECUTE AND SAVE

Step 1:creation of user group : SQ03

1. Setup an automatic credit check mechanism in place for your

1. Transaction OB45 (Create Credit Control Area)

3.Transaction OVFL (Assignment of Credit Control Area to Sales Area)

4. Transaction XD02 (Assign Credit Control Area to Customer)

Check which credit control area is assigned to the payer

5. Transaction OBZK (Permitted Credit Control Areas for Company

7. Transaction OVAD (Delivery Types – Credit Limit Check)

Which settings do exist for the delivery type used?

Credit group for delivery: D2

Credit group for goods issue: D3

8. Transaction OB01 (Credit Management Risk Category)

Here, the individual credit checks for key fields

CREDIT CONTROL AREA,RISK CATEGORY AND CREDIT GROUP ARE

10. Transaction FD32 (Customer Credit Management)

Credit master data for the payer of the relevant document.

Credit account: 310011

Credit limit: 50000

11. Transaction OVA7 (Item Category – Credit Limit Check)

Item type: TAN

Active receivable: Yes

12. Transaction V/08 (Pricing Procedure)

Line with subtotal = 'A':

13. Transaction OB45 (Credit Control Area)

Credit control area: YSJ1

Which kind of update did you choose for structure S066?

All other settings will lead to errors.

17. Transaction VF01 (Create Billing Document)

18. Transaction FD32 (Customer Credit Management)

2. Assignment of Status profile at order type at below path:

4.Enter Authorization code to change the status:

Lowest Status No:

Highest Status Number:

it will give you at which place this status can be activated.

NOW GO TO STATUS PROFILE AND SELECT ANY USER STATUS AND

NOW WE CREATE SALES ORDER VA01

NOW CREATE VLO1N DELIVERY

CLICK OBJECT STATUS AND CHANGE IT TO SALES MANAGER LEVEL

NOW WE WILL CREATE REPORT ON CREDIT LIMIT

Step 1:creation of user group : SQ03

NOW INFOSET WILL DISPLAY AND EXECUTE IT AND SAVE

NOW ENTER THE DESCRIPTION IN TITLE AND CLICK NEXT

NOW SELECT FIELD GROUP AND NEXT

CREATE QUERY SELECTIONS AND EXECUTE

LAYOUT DESIGN OF QUERY

REPORT FOR CREDIT UTILIZATION OF CUSTOMER

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