01.03 J27_BB_ConfigGuide_EN_BR
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SAP ECC 5.00 June 2006 English J27 Sales and Distribution Basics II Building Block Configuration Guide SAP AG Neurottstr. 16 69190 Walldorf Germany SAP Best Practices Sales and Distribution: Configuration Guide J27 Copyright © Copyright 2006 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, 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, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation. 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SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages. © SAP AG Page 2 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Example text Description 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. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. 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 Example text © SAP AG Page 3 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Contents Copyright.................................................................................................................................................2 Icons.......................................................................................................................................................3 Typographic Conventions.......................................................................................................................3 Contents..................................................................................................................................................4 Sales and Distribution Basics II (J27): Configuration Guide......................................................................11 1. Purpose..............................................................................................................................................11 2. Preparation: Prerequisite Building Blocks..........................................................................................11 3. Availability Check ............................................................................................................................12 4. Availability Check: Define Checking Groups .....................................................................................12 Use........................................................................................................................................................12 Procedure..............................................................................................................................................12 3.2 Availability Check against Prod. Alloc: Maintain Procedure.................................................................13 Use........................................................................................................................................................13 Procedure..............................................................................................................................................13 3.3 Availability Check. Against Prod.Alloc: Define Object .........................................................................13 Use........................................................................................................................................................13 Procedure..............................................................................................................................................14 3.4Avail. Check against Prod. Alloc: Define Hierachy .....................................................................14 Use........................................................................................................................................................14 Procedure..............................................................................................................................................14 3.5Avail. Check against Prod. Alloc: Define Consumption Periods............................................................15 Use........................................................................................................................................................15 Procedure .............................................................................................................................................15 3.6Avail. Check against Prod. Alloc: Control Prod. Alloc ..........................................................................16 Use........................................................................................................................................................16 Procedure .............................................................................................................................................16 3.7Avail. Check: ATP Define Checking Groups ......................................................................16 Use........................................................................................................................................................16 Procedure .............................................................................................................................................17 5. Output Control....................................................................................................................................17 6. Maintain Output Procedure (Requirement).........................................................................................17 Use........................................................................................................................................................17 Procedure .............................................................................................................................................17 7. Maintain Output Procedure (Requirement).........................................................................................18 Use........................................................................................................................................................18 Procedure..............................................................................................................................................18 8. Maintain Output Procedure (Requirement).........................................................................................19 © SAP AG Page 4 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Use........................................................................................................................................................19 Procedure..............................................................................................................................................19 9. Product specific Settings ..................................................................................................................22 10. Prod. Proposal: Maintain Proced.Determ. (Background)..................................................................22 Use........................................................................................................................................................22 Procedure..............................................................................................................................................23 11. Prod. Proposal: Maintain Proced.Determ. (Online)..........................................................................23 Use........................................................................................................................................................23 Procedure..............................................................................................................................................23 12. Prod. Proposal: Assign Proced. To Sales Doc. Types.....................................................................24 Use........................................................................................................................................................24 Procedure .............................................................................................................................................24 13. Define Item Category Groups .......................................................................25 Use........................................................................................................................................................25 Procedure..............................................................................................................................................25 14. Sales Order Processing 15. Sales Document Types .................................................................................25 ...................................................................................26 ................................................30 Procedure..............................................................................................................................................26 16. Define Number Ranges for Sales Documents Use........................................................................................................................................................30 Procedure..............................................................................................................................................30 17. Define item categories......................................................................................................................30 Use........................................................................................................................................................30 Procedure..............................................................................................................................................30 Access the activity by the following navigation and note the corresponding BC-Set:............................30 18. LE Output Control .....................................................................................................33 ........................33 19. Maintain Output Determ. Procedures for Outbound Deliveries Use........................................................................................................................................................33 Procedure..............................................................................................................................................33 20. Maintain Output Determ. Procedures for Shipping Units .................................33 Use........................................................................................................................................................33 Procedure..............................................................................................................................................34 21. Sales Document Header..................................................................................................................34 8.1. Define Sales Document Types - Extend OR .................................................34 Use........................................................................................................................................................34 Procedure..............................................................................................................................................34 8.2. Define Sales Document Types – Extended SO .............................................36 Use........................................................................................................................................................36 Procedure..............................................................................................................................................36 22. Maintain Copying Ctrl. Delivery Docs Billing Docs ......................................38 © SAP AG Page 5 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Procedure..............................................................................................................................................38 23. Prepare SD Brazilian Localization (O035)........................................................................................39 10.1. SD Sales Documents....................................................................................................................39 24 Incompletion Log ...............................................................................................39 Use........................................................................................................................................................39 Procedure..............................................................................................................................................39 25 Pricing Procedure: Transaction ..........................................................................42 Use........................................................................................................................................................42 Procedure..............................................................................................................................................42 26 Billing: Document Types .....................................................................................43 Use .......................................................................................................................................................43 Procedure .............................................................................................................................................43 27 Maintain Sales Order Types ................................................................................46 Use........................................................................................................................................................46 Procedure..............................................................................................................................................46 28 Assign Price Procedure to Billing type .................................................................52 Use........................................................................................................................................................52 Procedure.............................................................................................................................................52 29 Assign Incompletion Procedures .........................................................................53 Use........................................................................................................................................................53 Procedure.............................................................................................................................................53 10.2. SD Sales Document Item Categories............................................................................................54 10.2.1. Define Item Categories for sales order ...............................................................54 Use........................................................................................................................................................54 Procedure.............................................................................................................................................54 10.2.2. Assign Item categories ................................................................................59 Use........................................................................................................................................................59 Procedure..............................................................................................................................................59 10.2.3. Define Item Categories for Delivery ...............................................................60 Use........................................................................................................................................................60 Procedure..............................................................................................................................................60 10.2.4. Assign Schedule Line ....................................................................................62 Use .......................................................................................................................................................62 Procedure .............................................................................................................................................62 10.3. SD Localization Brazil Assign Nota Fiscal.....................................................................................64 10.3.1. Assign Nota Fiscal to Sales Order..............................................................................................64 Use........................................................................................................................................................64 Here, you can assign nota fiscal types to sales document types..........................................................64 Procedure..............................................................................................................................................64 10.3.2. Maintain Sales Document Item Category...................................................................................65 © SAP AG Page 6 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Use........................................................................................................................................................65 Procedure..............................................................................................................................................65 10.3.3. Maintain Billing Types................................................................................................................66 Use........................................................................................................................................................66 Procedure..............................................................................................................................................66 10.3.4. Maintain Billing Document Item Category..................................................................................67 Use........................................................................................................................................................67 Procedure..............................................................................................................................................67 10.3.5. Maintain Automatic Nota Fiscal Texts........................................................................................68 Use........................................................................................................................................................68 Procedure..............................................................................................................................................69 10.4. SD Copy control for documents....................................................................................................70 10.4.1. Maintain Copy Control Billing to Sales Document......................................................................70 Use........................................................................................................................................................70 Procedure .............................................................................................................................................70 10.4.2. Maintain Copy Control Sales Document to Delivery...................................................................71 Use........................................................................................................................................................71 Procedure..............................................................................................................................................71 10.4.3. Maintain Copy Control Sales Document to Billing......................................................................72 Use .......................................................................................................................................................72 Procedure..............................................................................................................................................72 10.4.4. Maintain Copy Control Delivery to Billing...................................................................................73 Use .......................................................................................................................................................73 Procedure..............................................................................................................................................73 Result....................................................................................................................................................74 11. SD TAXBRA – Localization Brazil....................................................................................................74 11.1. Field Catalog.................................................................................................................................74 Use........................................................................................................................................................74 Procedure..............................................................................................................................................74 Result....................................................................................................................................................77 11.2. Define Sequence for SD Tax Code Determination........................................................................78 Use........................................................................................................................................................78 Procedure..............................................................................................................................................78 Result....................................................................................................................................................78 11.3. Define Access Sequences............................................................................................................78 Use........................................................................................................................................................78 Procedure..............................................................................................................................................78 11.4. Define Condition Types.................................................................................................................85 Use........................................................................................................................................................85 Procedure..............................................................................................................................................85 © SAP AG Page 7 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 11.5. Calculation Procedure SD:RVABR2..............................................................................................90 Use........................................................................................................................................................90 Procedure..............................................................................................................................................90 11.6. Assign Condition Types to Internal Codes for Tax Conditions......................................................90 In this IMG activity, you can assign condition types to internal codes for tax conditions.......................90 Procedure..............................................................................................................................................90 11.7. Assign Condition Tables to Tax Tables.........................................................................................93 Use........................................................................................................................................................93 Procedure..............................................................................................................................................93 11.8. Define And Assign Pricing Procedure...........................................................................................94 Use........................................................................................................................................................94 Procedure..............................................................................................................................................94 11.9. Assign Condition Type to Withholding Tax Type...........................................................................98 Use........................................................................................................................................................98 Procedure..............................................................................................................................................98 11.10. Tax Codes SD.............................................................................................................................99 Use........................................................................................................................................................99 Procedure.............................................................................................................................................99 11.11. Tax Codes MM/FI......................................................................................................................101 Use......................................................................................................................................................101 11.12. Define Official Collection Codes................................................................................................102 Use......................................................................................................................................................102 Procedure...........................................................................................................................................102 11.13. Map SD Tax Values to Nota Fiscal Fields.................................................................................103 Use......................................................................................................................................................103 In this IMG activity, you map SD tax values to nota fiscal fields..........................................................103 Procedure...........................................................................................................................................103 11.14. Special Conditions for Pricing...................................................................................................104 Use......................................................................................................................................................104 In this IMG activity, you maintain special pricing conditions for use in Sales and Distribution (SD). . .104 Procedure...........................................................................................................................................104 11.15. Define Sequence for Tax Law Determination............................................................................105 Use .....................................................................................................................................................105 Procedure............................................................................................................................................105 11.16. Define Wich Taxes are included in SD Price Conditions...........................................................105 Use .....................................................................................................................................................105 Procedure............................................................................................................................................105 12. Sales Documents Brazilian Localization.........................................................................................106 12.1. Assign Output Determination Procedures...................................................................................106 Use .....................................................................................................................................................106 © SAP AG Page 8 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Procedure............................................................................................................................................106 12.2. Define and Assign Account Keys................................................................................................107 Use......................................................................................................................................................107 Procedure............................................................................................................................................107 12.3. Assign Document Procedure for Product Proposal to Sales Document......................................108 Use......................................................................................................................................................108 Procedure ...........................................................................................................................................108 12.4. Define Industry Sector for Customers.........................................................................................108 Use......................................................................................................................................................108 Procedure ...........................................................................................................................................108 12.5. Define Shipping Conditions by Sales Document Type................................................................109 Use......................................................................................................................................................109 Procedure ...........................................................................................................................................109 12.6. Pricing Procedures: Determination in Sales Docs. RVABRA......................................................110 Use......................................................................................................................................................110 Procedure ...........................................................................................................................................110 12.7. Assign G/L Accounts...................................................................................................................110 Use......................................................................................................................................................110 Procedure............................................................................................................................................111 13. Manual Activities............................................................................................................................112 13.1. Maintain specific Tax Type ICMO...............................................................................................112 Use......................................................................................................................................................112 Procedure............................................................................................................................................112 13.2. Activation of Tax Codes..............................................................................................................113 Use......................................................................................................................................................113 Procedure............................................................................................................................................113 14. Master Data....................................................................................................................................115 14.1. Create Output Tax Record (IBRX)..............................................................................................115 Use......................................................................................................................................................115 Procedure............................................................................................................................................115 14.2. Create Initial Tax Rates 100%....................................................................................................115 Use......................................................................................................................................................115 Procedure............................................................................................................................................115 14.3. Create Initial Base Rates 100%..................................................................................................116 Use......................................................................................................................................................116 Procedure............................................................................................................................................116 14.4. Nota Fiscal Condition Records....................................................................................................116 Use......................................................................................................................................................116 Procedure............................................................................................................................................116 14.5. Create Initial PIS Tax Rate..........................................................................................................117 © SAP AG Page 9 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Use......................................................................................................................................................117 Procedure............................................................................................................................................117 14.6. Create Initial COFINS Tax Rate..................................................................................................117 Use......................................................................................................................................................117 Procedure............................................................................................................................................117 © SAP AG Page 10 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Sales and Distribution Basics II (J27): Configuration Guide 1. Purpose This 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 the SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick Guide. This building block contains some of the basic functionality for Sales and Distribution in the SAP Best Practices Baseline Package. It is an integral part of the layer 0 building block, J04 Sales and Distribution. The correct installation sequence for manual installation of J04 (containing J26 and J27) is as follows: First install the building block J26, then perform all genuine J04 installation activities as described in the J04 configuration guide. Finally, install this building block J27. Localization: The SD building blocks (J04, J26, and J27) were designed to enable you to easily localize the SD content to your country-specific needs. In order to localize these building blocks, you only have to localize the J04 installation activities labelled "country-specific" in the J04 development master list. All other activities, such as building blocks J26 and J27, do not usually need to be localized. However, before localizing, you should check these activities to ensure that SAP Best Practices localization information meets your country requirements. 2. Preparation: Prerequisite Building Blocks If you want to use this building block, you must first install the following building blocks: Building Block # Description B32 J02 N70 N71 J05 J26 J04 Best Practices R/3 Installation Organizational Structure External Financial Accounting Central Cost Center Accounting Materials Management Sales and Distribution Basics I Installation of genuine J04 installation activities (as described in the J04 configuration guide) © SAP AG Page 11 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 3. Availability Check 4. Availability Check: Define Checking Groups Use In this IMG activity, you define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record. The default value depends on the material type and plant. The SAP R/3 System copies this value to the SD documents, thereby proposing a certain extent of the availability check. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code SPRO Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Checking Groups Default Value Vendas e distribuição Funções básicas Verificação de disponibilidades e transferência necessidades Verificação de disponibilidade Verif.disponibilidade seg.lógica ATP em relação plan.prel. Determinar valor proposto grupo de controle /SMB41/V_TMVFU_B245_J04 IMG Menu Menu IMG BC Set 2. On the Modificar visão “Verificação de disponibilidade: escopo ( valores propostos )” screen, choose Entradas novas and maintain the following data: TpMaterial FERT HAWA LEER VERP FERT FERT FERT HAWA HAWA HAWA LEER LEER LEER VERP Centro BP01 BP01 BP01 BP01 BP02 BP03 BP0X BP02 BP03 BP0X BP02 BP03 BP0X BP02 VerifDisp. 02 02 02 02 02 02 02 02 02 02 02 02 02 02 © SAP AG Page 12 of 117 SAP Best Practices TpMaterial VERP VERP 3. Choose Save. 4. Choose Back. Centro BP03 BP0X Sales and Distribution: Configuration Guide J27 VerifDisp. 02 02 3.2 Availability Check against Prod. Alloc: Maintain Procedure Use In this IMG activity, you define the product allocation determination procedure for the availability check against product allocations. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu OV1Z Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Maintain Procedure Vendas e distribuição Funções básicas Verificação de disponibilidades e transferência necessidades Verificação de disponibilidade Verificação de disponibilidade em relação a contingentes Atualizar esquema /SMB41/V_T190S_B253_J04 Menu IMG BC Set 2. On the Modificar visão “Alocação de produtos: definição de esquema”: Síntese screen, choose Entradas novas and make the following entries: Esq.aloc.prods. 001 3. Choose Save. 4. Choose Back. Denominação PA contingente 3.3 Availability Check. Against Prod.Alloc: Define Object Use In this IMG activity, you define the product allocation object. The product allocation object is the object in the product allocation determination procedure, since product allocations are stored in the planning hierarchy by object. © SAP AG Page 13 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 You can assign the product allocation object to a product allocation determination procedure under the Control product allocation node. This assignment is a precondition for the product allocation determination procedure to be carried out on the object. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Object Vendas e distribuição Funções básicas Verificação de disponibilidades e transferência necessidades Verificação de disponibilidade Verificação de disponibilidade em relação a contingents Definir objeto /SMB41/V_T190S_B254_J04 Menu IMG BC Set 2. On the Modificar visão “Contingentes SD: objetos”: Síntese screen, choose Entradas novas and make the following entries: Objeto 001 3. Choose Save. 4. Choose Back. Denominação SD Aloc. Prod. 3.4 Avail. Check against Prod. Alloc: Define Hierachy Use In this IMG activity, you assign an info structure to each product allocation determination procedure. You can display the suitable statistical structures. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu OV3Z Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Specify Hierarchy Vendas e distribuição Funções básicas Verificação de disponibilidades e transferência necessidades Verificação de disponibilidade Verificação de disponibilidade em relação a contingents Determinar hierarquia /SMB41/V_T190H_B255_J04 Menu IMG BC Set © SAP AG Page 14 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 2. On the Modificar visão “Contingentes SD: estrutura de planejamento”: Síntese screen, choose Entradas novas and make the following entries: Esquema 001 3. Choose Save. 4. Choose Back. Etapa 00 Denominação etapa Etapa contingente Estrut.info S140 Mask $ 3.5 Avail. Check against Prod. Alloc: Define Consumption Periods Use In this IMG activity, you define the product allocation object. The product allocation object is the object in the product allocation determination procedure, since product allocations are stored in the planning hierarchy by object. You can assign the product allocation object to a product allocation determination procedure under the Control product allocation node. This assignment is a precondition for the product allocation determination procedure to be carried out on the object. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Define Consumption Periods Vendas e distribuição Funções básicas Verificação de disponibilidades e transferência necessidades Verificação de disponibilidade Verificação de disponibilidade em relação a contingents Definir intervalos de compensação /SMB41/V_T190V_B256_J04 Menu IMG BC Set 2. On the Modificar visão “Contingentes SD: intervalos de compensação em núm.pe”: Síntese screen, choose Entradas novas and make the following entries: Estrutura info. S140 3. Choose Save. 4. Choose Back. Comp.regr. 3 CompProgrs 2 Period M © SAP AG Page 15 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 3.6 Avail. Check against Prod. Alloc: Control Prod. Alloc Use In this IMG activity, you assign one or several objects with different validity periods to the product allocation determination procedures. The validity periods cannot overlap. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu OV4Z Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check Against Product Allocation Control Product Allocation Vendas e distribuição Funções básicas Verificação de disponibilidades e transferência necessidades Verificação de disponibilidade Verificação de disponibilidade em relação a contingents Controle da alocação de produtos /SMB41/V_T190_B257_J04 Menu IMG BC Set 2. In the Determinar area de trabalho: entrada dialog box, enter Area trabalho 001 and confirm your entry. 3. On the Modificar visão “Customizing da alocação de produtos”: detalhe screen, choose Entradas novas and make the following entries: Contingente 001 4. Choose Save. 5. Choose Back. Etapa 0 Estrut.info. S140 Objeto 001 Valido até 31.12.9999 Ativo X Fator conversão 1.000 3.7 Avail. Check: ATP Define Checking Groups Use In this IMG activity, you define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record. The default value depends on the material type and plant. The SAP R/3 System copies this value to the SD documents, thereby proposing a certain extent of the availability check. © SAP AG Page 16 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu OVZ2 Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Checking Groups Vendas e distribuição Funções básicas Verificação de disponibilidades e transferência necessidades Verificação de disponibilidade Verif.disponibilidade seg.lógica ATP em relação plan.prel. Definir grupos de controle /SMB41/V_TMVF_B244_J04 Menu IMG BC Set 2. On the Modificar visão “Verificação de disponibilidades: controle”: Síntese screen, choose Entradas novas and maintain the following data: VD 01 02 3. Choose Save. 4. Choose Back. Tot.nec.v. B A Tot.nec.r B A Acumul. 3 3 5. Output Control Access the customizing activities as outlined in the documentation below and make the settings according to the respective table values or screenshots listed. 6. Maintain Output Procedure (Requirement) Use In this step, define output determinations for documents. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code 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 Vendas e distribuição Funções básicas Controle de mensagens Determinação de mensagens Determinação de mensagem via técnica de condições Atualizar determinação de mensagens para docs.faturamento Atualizar esquema de mensagens IMG Menu Menu IMG © SAP AG Page 17 of 117 SAP Best Practices BC Set Sales and Distribution: Configuration Guide J27 /SMB41/VVC_T683_XX_V3_B600_J04 2. Choose the procedure V10000 Mensagens fatura. 3. Choose Controle. 4. On the Modificar visão “Controle”: Síntese screen, check the following entry and delete requirement 62: Step 010 5. Choose Save. 6. Choose Back. Cntr 01 CTyp RD00 Reqt Man. 7. Maintain Output Procedure (Requirement) Use You define print parameters, for example for sales, shipping, billing, transportation and sales activity output. This depends on a predefined key. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set VP01 Sales and Distribution Basic Functions Output Control Define Print Parameters Sales (V1) Billing (V3) Vendas e distribuição Funções básicas Controle de mensagens Definir parâmetros de impressão /SMB41/V_TNAD1_B655_J04 2. Select the output types mentioned in the table below step by step and make the following entries: Tipo Condição AF00 AN00 BA00 KO00 LP00 RD03 RD00 Org.Vendas BP0X BP0X BP0X BP0X BP0X BP0X BP0X Disposit.Saída Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in X X X X X Lib após saída © SAP AG Page 18 of 117 SAP Best Practices Tipo Condição RDES AF00 AN00 BA00 KO00 LP00 RD03 RD00 Org.Vendas BP0X BP01 BP01 BP01 BP01 BP01 BP01 BP01 Sales and Distribution: Configuration Guide J27 Disposit.Saída your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System Printer defined as Windows Default Printer in your SAP System X X X X X X X Lib após saída 3. Choose Save. 4. Choose Back. 8. Maintain Output Procedure (Requirement) Use You define the print parameters, for example for sales, shipping, billing, transportation and sales activity output. This depends on a predefined key. Procedure Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set VP01SHP Quality Management Quality Certificates Process Output Set Print Parameters Administração de qualidade Certificado de qualidade Processamento de mensagens Definir parâmetros de impressão /SMB41/V_TNAD5_B656_J04 Select the output types mentioned in the table below step by step and make the following entries: 1. On the Print Parameters screen, expand Shipping (V2). 2. Select Delivery Note (SMFS)(LDS0) by double clicking. 3. On the Change View “Print Parameters for Shipping Point”: Overview screen, choose New Entries. 4 Enter the values for Sales Organizations BP01 and BP0X as shown below. © SAP AG Page 19 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 5. Save your settings. 6. Repeat steps 2. to 5. by selecting Q cert. goods recip.(LQCA), Q cert. sold-to par. (LQCB), and GR/GI slip (WABS). (The necessary settings for the listed condition types are shown below.) - LQCA - LQCB - WABS © SAP AG Page 20 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 7. On the Print Parameters screen, expand Shipping (Spec.Case) (V4). 8. Select Picking List (EK00) by double clicking. 9. On the Change View “Print Parameters for Shipping Point”: Overview screen, choose New Entries. 10. Enter the values for Sales Organizations BP01 and BP0X as shown below. 11. Save your settings. 12. Repeat steps 8. to 11. by selecting Picking Label (EK01). (The necessary settings for the condition type EK01 are shown below.) © SAP AG Page 21 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 13. On the Print Parameters screen, expand Groups (V5). 14. Select Freight list (LL00) by double clicking. 15. On the Change View “Print Parameters for Shipping Point”: Overview screen, choose New Entries. 16. Enter the values for Sales Organizations BP01 and BP0X as shown below. 17. Save your settings. 18. Repeat steps 14. to 17. by selecting Coll.Picking List (SK00). (The necessary settings for the condition type EK01 are shown below.) 9. Product specific Settings Access the customizing activities as outlined in the documentation below and make the settings according to the respective table values or screenshots listed. 10. Prod. Proposal: Maintain Proced.Determ. (Background) Use In this IMG activity, you determine the product proposal procedure for background processing. © SAP AG Page 22 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (in Background) for Product Proposal Vendas e distribuição Funções básicas Proposta de produto dinâmica Atualizar determinação de esquemas (background) p/proposta de produto /SMB41/V_TPVSBPV_B240_J04 Menu IMG BC Set 2. On the Modificar visão “Esquema batch p/proposta de produto” Síntese screen, choose Entradas novas and enter the following data: OrgV. BP01 BP01 BP01 BP0X 3. Choose Save. 4. Choose Back. CDst 01 02 03 03 SA 01 01 01 01 EsClienPp. A A A A EsPP A00001 A00001 A00001 A00001 11. Prod. Proposal: Maintain Proced.Determ. (Online) Use In this IMG activity, you determine the product proposal determination procedure for online processing. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Dynamic Product Proposal Maintain Procedure Determination (Online) for Product Proposal Vendas e distribuição Funções básicas Proposta de produto dinâmica Atualizar determinação de esquemas (on-line) p/proposta de produto /SMB41/V_TPVSO_B241_J04 Menu IMG BC Set © SAP AG Page 23 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 2. On the Modificar visão “Esquema online p/ proposta de produto” Síntese screen, choose Entradas novas and maintain the following data: OrgV. BP01 BP01 BP01 BP0X CDst 01 02 03 03 SA 01 01 01 01 EscrV. BP01 BP01 BP01 BP0X EqVs BP1 BP1 BP1 BPX EsClienPp. A A A A EDocPp A A A A EsPP A00002 A00002 A00002 A00002 3. Choose Save. 4. Choose Back. 12. Prod. Proposal: Assign Proced. To Sales Doc. Types Use In this IMG activity, you assign the document determination procedure for the product proposal to the individual sales document types. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Dynamic Product Proposal Assign Document Procedure for Product Proposal to Sales Document Types Vendas e distribuição Funções básicas Proposta de produto dinâmica Atribuir esq.documentos p/prop.prod. aos tipos de documentos de vendas /SMB15/V_TVAK_PV0_B239_J04 Menu IMG BC Set 2. On the Modificar visão “Documentos de vendas: tipos – proposta de produto” screen, choose Entradas novas and enter the following data: TpDV QT SO OR 3. Choose Save. 4. Choose Back. Denominação EsDocPp A A A © SAP AG Page 24 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 13. Define Item Category Groups Use In this IMG activity, you define de item category groups. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category Groups Vendas e distribuição Venda Documentos de vendas Item do documento de vendas e distribuição Definir grupos de ctgs.item /SMB15/V_TPTM_B530_J04 2. On the Change View “Materials:Item Category Groups in material master” Overview screen, choose New Entries and maintain the following data: ITCGr YG01 YG02 YG03 YG09 YMKF YMKP Description Credit memo Ret. Pack. Delivery Returnable packaging Standard w/o batch Header config. Component 3. Choose Save. 4. Choose Back. 5. Define Item Category Groups 14. Sales Order Processing Access the customizing activities as outlined in the documentation below and make the settings according to the respective table values or screenshots listed. 1. Define Sales Document Types 2. Use The sales documents types represent the different business transactions in Sales and perform a central controlling function for the entire sales order process. On the Change View “Maintain Sales Order Types”: Overview screen, choose New Entries. 3. On the New Entries: Details of Added Entries screen enter the values shown below for all the sales order types BK1, BK3, BM1, BM3, CR, DR, KA, KB, LA, OR, and SO. If an entry already exists, check whether all values are set up accordingly to the values shown in the shortcuts. If not, make the necessary corrections. © SAP AG Page 25 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 15. Sales Document Types Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set Sales Doc Type BK1 BK3 BM1 BM3 CR DR KA KB LA Header Sales Doc Type BK1 BK3 BM1 BM3 CR DR KA KB LA Number systems Sales Doc Type BK1 Internal range 13 External range 14 Item increment 10 Sub-item increment 10 SD document categ K K L L K L C C C Other fields… leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank SPRO Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Documents Types Vendas e distribuição Venda Documentos de vendas Cabeçalho de documento de vendas Definir tipos de doc.vendas /SMB15/V_TVAK_B552_J04 Description Agrmt Cred.Memo Req. Agrmt Cred.Memo Req. Agrmnt Deb.Memo Req. Agrmnt Deb.Memo Req. Credit Memo Request Debit Memo Request Consignment Pick-up Consignment Fill-up Ret.Packaging Pickup © SAP AG Page 26 of 117 SAP Best Practices Sales Doc Type BK3 BM1 BM3 CR DR KA KB LA General Control Internal range 13 13 13 13 15 13 01 13 Sales and Distribution: Configuration Guide J27 External range 14 14 14 14 16 14 08 14 Item increment 10 10 10 10 10 10 10 10 Sub-item increment 10 10 10 10 10 10 10 10 Check credit limit BK1 BK3 BM1 BM3 CR DR KA KB LA 1 1 100 100 100 100 100 0 100 100 100 Credit group Item division blank blank blank blank V1 C C V1 V1 V1 X X X X X X X blank blank Transaction Flow Transaction group Screen seq. Group Other fields blank blank blank blank blank Outline agrmt mes Doc.pric procedure Sales Doc Type FCode for overv. scr Incompl. Procedu. Display range BK1 BK3 BM1 BM3 CR GA GA GA GA GA 17 17 17 17 14 0 0 0 0 0 A A A A A UALL UALL UALL UALL UALL UER2 UER2 UER2 UER2 UER2 © SAP AG Page 27 of 117 Other fields Ref. Mandatory Read inforecord Sales Doc Type Probabi. Check division Output applic. SAP Best Practices Transaction group Screen seq. Group Sales and Distribution: Configuration Guide J27 Other fields blank blank blank blank DR KA KB LA GA AU AU AU 15 13 0 0 0 0 A A A X UALL UALL UALL UALL UER2 UER1 UER1 UER1 Sceduling Agreement Sales Order Type BK1 BK3 BM1 BM3 CR DR KA KB LA Shipping Sales Order Type BK1 BK3 BM1 BM3 CR DR KA KB LA Billing LR LF LR Delivery Type Shipping conditions Other fields… leave blank leave blank leave blank All Fields… blank blank blank blank blank blank blank blank blank © SAP AG Page 28 of 117 Outline agrmt mes Doc.pric procedure Sales Doc Type FCode for overv. scr Incompl. Procedu. Display range SAP Best Practices Order-rel billing type Sales Doc Type Sales and Distribution: Configuration Guide J27 Interomp.bill.type Billing plan type Dlv-rel billing type CndType line items Billing block BK1 BK3 BM1 BM3 CR DR KA KB LA BK1 BK3 BM1 BM3 G2 L2 08 09 02 02 IV EK01 blank blank blank blank blank blank blank blank blank Requested delivery date/purchase order date Sales Order Type BK1 BK3 BM1 BM3 CR DR KA KB LA Contract TipoOrd BK1 BK3 BM1 BM3 CR DR KA KB LA All fields leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank Propose del. Date X X X X X X X X X Other fields… leave blank leave blank leave blank © SAP AG Page 29 of 117 Other fields SAP Best Practices Sales and Distribution: Configuration Guide J27 16. Define Number Ranges for Sales Documents Use In this menu option, you define the number intervals of the number ranges for sales documents. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu VN01 Sales and Distribution Sales Sales Documents Sales Document Header Define Number Ranges For Sales Documents Vendas e distribuição Venda Documentos de vendas Cabeçalho de documento de vendas Definir intervalos de numeração para docs.vendas /SMB15/NRIV_B553_J04 Menu IMG BC Set 2. Choose Modificar Subintervalos. 3. Choose Inserir intervalos. 4. On the Number ranges for SD documents screen, choose Change Intervals. No 90 Do No R0001 No. até R9999 Ext. X 5. Choose Insert Interval (Shift+F1). 6. Choose Save. 7. Choose Back. 17. Define item categories Use In this menu option, you define the item categories for sales documents. Procedure Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales © SAP AG Page 30 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Document Item Define Item Categories Menu IMG BC Set Vendas e distribuição Venda Documentos de vendas Item do documento de vendas e distribuição Definir categorias de item /SMB15/V_TVAP_B520_J04 1. On the Change View “Maintain Item Categories”: Overview screen, choose New Entries. 2. On the New Entries: Details of Added Entries screen enter the values shown below for all the item categories KLN, NLN, TAL, TANN, YG01, and YG05. If an entry already exists, check whether all values are set up accordingly to the values shown in the shortcuts. If not, make the necessary corrections. Business Data Credit act Wght/Vol.relevan ce Business item Determ Cost Bill relevan Pricing statistical Item Category Sched allow X X X X X X X N N N Returns Description Others Blank Blank Blank Blank Blank Blank Others Blank Blank Blank KLN NLN TAL TANN YG01 YG05 General Control Free of Charge Item StandStockTransItem Ret.Packag.Shipment Free of Charge Item Ret. Packaging del. Batch Split Item X J A A X B X X X X X X X X X X X X X Item category KLN NLN TAL TANN YG01 YG05 Transaction Flow Itm Cat Incompl proced 24 20 33 Partner Det Procedure N N N Text Det Procedure 01 01 01 Itm cat status grp 1 1 All fields Blank Blank Blank Blank Blank Blank Scr seq grp KLN NLN TAL © SAP AG Page 31 of 117 SAP Best Practices Itm Cat Incompl proced 24 20 20 Partner Det Procedure N N N Sales and Distribution: Configuration Guide J27 Text Det Procedure 01 01 01 Itm cat status grp 1 Scr seq grp N N N Others TANN YG01 YG05 Blank Blank Blank Bill of material / configuration Item Category KLN NLN TAL TANN YG01 YG05 Value Contract Item Category KLN NLN TAL TANN YG01 YG05 Service Management Item Category KLN NLN TAL TANN YG01 YG05 Control of Resource-related billing and creation of quotations Item Category KLN NLN TAL TANN All fields Blank Blank Blank Blank All fields Blank Blank Blank Blank Blank Blank All fields Blank Blank Blank Blank Blank Blank All fields Blank Blank Blank Blank Blank Blank © SAP AG Page 32 of 117 SAP Best Practices Item Category YG01 YG05 Sales and Distribution: Configuration Guide J27 All fields Blank Blank 18. LE Output Control 19. Maintain Output Determ. Procedures for Outbound Deliveries Use In this section, you define output determinations for documents. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code SPRO Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Outbound Deliveries Maintain Output Determination Procedure Logistics Execution Expedição Bases Controle de mensagens Determinação de mensagens Atualizar determinação de mensagens para entregas Atualizar esquema de mensagens /SMB41/VVC_T683_XX_V2_B582_J04 IMG Menu Menu IMG BC Set 2. Choose Procedure V10000 and choose Controle. 3. On the Modificar visão “Controle”: Síntese screen, choose Entradas novas and maintain the following data: Nível 030 4. Choose Save. 5. Choose Back. Cont 00 TpC. LAVA Denominação Aviso rem. Saída Requisito. 20. Maintain Output Determ. Procedures for Shipping Units Use In this section, you define output determinations for documents. © SAP AG Page 33 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code SPRO Logistics Execution Shipping Basic Shipping Functions Output Control Output Determination Maintain Output Determination for Handling Units Maintain Output Determination Procedure Logística geral Administração de unidades comerciais Mensagens Atualizar determinação de mensagens para unidades comerciais Atualizar esquema de mensagens /SMB41/VVC_T683_XX_V6_B585_J04 IMG Menu Menu IMG BC Set 2. Choose Esquema 000001 and choose Controle. 3. On the Modificar visão “Controle”: Síntese screen, choose Entradas novas and maintain the following data: Nível 010 Cont 30 TpC. MALB Denominação Etiqueta de material Requ. 4. Choose Save. 5. Choose Back. 21. Sales Document Header 8.1. Define Sales Document Types - Extend OR Use The sales document types represent the different business transactions in Sales and perform a central controlling function for the entire sales order process. Procedure Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Documents Types Vendas e distribuição Venda Documentos de vendas Cabeçalho de documento de vendas Definir tipos de doc.vendas /SMB15/V_TVAK_B552_J25 © SAP AG Page 34 of 117 SAP Best Practices Sales Doc Type OR Header Sales Doc Type OR Number systems Sales Doc Type OR General Control Internal range 01 Sales and Distribution: Configuration Guide J27 Description Standard Order SD document categ C Other fields… leave blank External range 02 Item increment 10 Sub-item increment 10 Check credit limit OR Transaction Flow 100 Credit group V1 Item division X X blank Transaction group Screen seq. Group OR AU 11 0 A UALL UER2 A blank Sceduling Agreement Sales Order Type OR Shipping Sales Order Type OR Billing Interomp.bill.ty pe Dlv-rel billing type CndType line items Billing block Other fields blank Billing plan type Order-rel billing type Sales Doc Type Delivery Type LF Shipping conditions Other fields… leave blank All Fields… blank OR F2 F2 IV EK02 Requested delivery date/purchase order date © SAP AG Page 35 of 117 Other fields Outline agrmt mes Doc.pric procedure Sales Doc Type FCode for overv. scr Incompl. Procedu. ProdAttr messag Display range Other fields Ref. Mandatory Read inforecord Sales Doc Type Probabi. Check division Output applic. SAP Best Practices Sales Order Type OR Contract TipoOrd OR 5. Choose Save. 6. Choose Back. DR Billing request Sales and Distribution: Configuration Guide J27 Propose del. Date X Other fields… leave blank Other fields leave blank 8.2. Define Sales Document Types – Extended SO Use The sales document types represent the different business transactions in Sales and perform a central controlling function for the entire sales order process. Procedure Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Documents Types Vendas e distribuição Venda Documentos de vendas Cabeçalho de documento de vendas Definir tipos de doc.vendas /SMB15/V_TVAK_B551_J25 Sales Doc Type SO Header Sales Doc Type SO Number systems Sales Doc Type SO General Control Internal range 01 External range 90 Item increment 10 Sub-item increment 10 SD document categ C Other fields… leave blank Rush Order Description © SAP AG Page 36 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Other fields blank blank blank Other fields leave blank Other fields Check credit limit Ref. Mandatory SO Transaction Flow 100 01 Credit group V1 Transaction group Screen seq. Group Outline agrmt mes blank Doc.pric procedure Sales Doc Type FCode for overv. scr Incompl. Procedu. Item division X SO AU 11 0 A UALL UER2 Sceduling Agreement Sales Order Type SO Shipping Sales Order Type SO Billing Interomp.bill.ty pe Dlv-rel billing type CndType line items Page 37 of 117 Billing block Billing plan type Order-rel billing type Sales Doc Type Delivery Type LF Shipping conditions 03 Immediate delivery X Other fields… leave blank All Fields… SO F2 F2 IV Requested delivery date/purchase order date Sales Order Type SO Contract TipoOrd SO Other fields leave blank Propose del. Date X Date Type 1 Other fields… 7. Choose Save. 8. Choose Back. © SAP AG ProdAttr messag Display range Read inforecord Sales Doc Type Probabi. Check division Output applic. SAP Best Practices Sales and Distribution: Configuration Guide J27 22. Maintain Copying Ctrl. Delivery Docs Billing Docs Procedure Transaction Code IMG Menu SPRO Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing Documents Copying Control: Delivery document to billing document Vendas e distribuição Faturamento Documentos de faturamento Atualizar controle de cópia para docs.faturamento Controle de cópia remessa para doc.faturamento /SMB15/V_TVCPFL_B543_J04 Menu IMG BC Set Access the customizing activities as outlined in the documentation below and make the settings according to the respective table values or screenshots listed. 1. On screen Modificar visão “Cabeçalho - síntese”, make the following entries: Cabeçalho Target Bill type F2 F8 Item Pric. Exch rate type Cumulate cost Item category Target Bill type Other fields... blank X X X blank blank blank blank blank Data VBRK/VBRP Bill quantity Pos./neg. Quantity Copying requirem From Deliv Type LF LF Copying requir 003 009 Deter export data Allocation number Reference number Copy item number X X F2 F2 F2 F2 F8 F8 TAN TANN TAQ YG05 TANN TAQ 004 004 004 004 010 010 001 001 001 001 G G G G H H + + + + G G G G G G © SAP AG Page 38 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 23. Prepare SD Brazilian Localization (O035) 10.1. SD Sales Documents 24 Use In this IMG activity, you define the incompleteness procedures that should apply to the various incompleteness objects. Incompletion Log Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu Menu IMG BC Set OVA2 Configuration → Sales and Distribution Basic Functions → Log of Incomplete Terms → Define Incompletion Procedures Configuration → Vendas e distribuição Funções básicas → Dados incompletos → Definir esquemas de dados incompletos /SMB41/V_TVUV_B496_J04 2. Select A: Sales Header, and double click on Procedures. 3. Select Change (Ctrl + F4), then New Entries (F5), and enter the following entries: In Procedure 11 12 14 15 JC JH JP JQ JS Description Standard Order Outline Agreement Credit Memo Debit Memo Order with Cust. NF Return with Cust. NF RTP Ret. w. Cust. NF RTP Ret. w. Own NF Order f. NF Simp. Ft 4. Select each one of the entries above and double click on Fields. Enter the following entries: Incomp. Proced. 11 11 11 11 11 11 12 12 12 12 Table VBAK VBAK VBKD VBKD VBKD VBKD VBAK VBAK VBAK VBAK Field Name AUDAT WAERK BSTKD INCO1 PRSDT ZTERM AUDAT GUEBG GUEEN VSBED Status group 1 3 1 4 4 3 1 4 4 2 Send warning Screen KKAU KKAU KBES KDE3 KKAU KDE3 KKAU KKAU KKAU KDE2 Process. Seq. 0 0 0 0 0 0 0 0 0 0 X X X X © SAP AG Page 39 of 117 SAP Best Practices Incomp. Proced. 12 12 12 12 12 12 14 14 14 14 14 15 15 15 15 15 JC JC JC JC JC JC JC JH JH JH JH JH JH JH JP JP JP JP JP JP JP JQ JQ JQ JQ JQ JQ JQ JS JS JS JS JS JS Sales and Distribution: Configuration Guide J27 Status group 4 1 4 3 4 4 1 3 3 3 3 1 4 3 3 3 1 3 2 1 4 4 3 1 3 2 1 4 4 3 1 3 2 1 4 4 3 1 3 2 1 4 4 3 1 3 1 4 4 3 Send warning Process. Seq. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Table VBAK VBKD VBKD VBKD VBKD VBKD VBAK VBAK VBAK VBKD VBKD VBAK VBAK VBAK VBKD VBKD VBAK VBAK VBAK VBKD VBKD VBKD VBKD VBAK VBAK VBAK VBKD VBKD VBKD VBKD VBAK VBAK VBAK VBKD VBKD VBKD VBKD VBAK VBAK VBAK VBKD VBKD VBKD VBKD VBAK VBAK VBKD VBKD VBKD VBKD Field Name WAERK BSTKD INCO1 KURSK PRSDT ZTERM AUDAT AUGRU WAERK KURSK PRSDT AUDAT AUGRU WAERK PRSDT ZTERM AUDAT WAERK XBLNR BSTKD INCO1 PRSDT ZTERM AUDAT WAERK XBLNR BSTKD INCO1 PRSDT ZTERM AUDAT WAERK XBLNR BSTKD INCO1 PRSDT ZTERM AUDAT WAERK XBLNR BSTKD INCO1 PRSDT ZTERM AUDAT WAERK BSTKD INCO1 PRSDT ZTERM X X X X X X X X X X X Screen KKAU KBES KDE3 KKAU KKAU KDE3 KKAU KKAU KKAU KKAU KKAU KKAU KKAU KKAU KKAU KDE3 KKAU KKAU KBUC KBES KDE3 KKAU KDE3 KKAU KKAU KBUC KBES KDE3 KKAU KDE3 KKAU KKAU KBUC KBES KDE3 KKAU KDE3 KKAU KKAU KBUC KBES KDE3 KKAU KDE3 KKAU KKAU KBES KDE3 KKAU KDE3 5. Choose Save. © SAP AG Page 40 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 6. Select B: Sales Item, and double click on Procedures. 7. Select Change (Ctrl + F4), then New Entries (F5), and enter the following entries: In Procedure B1 B2 B3 BC BT Description Standard Item BR Free of Charge BR Value Item BR Cons./Packaging BR Third-Party Item BR 8. Select each one of the entries above and double click on Fields. Enter the following entries: Incomp. Proced. B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B2 B2 B2 B2 B2 B2 B2 B2 B2 B2 B2 B2 B3 B3 B3 B3 B3 B3 BC BC BC BC BC Table VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBKD VBKD VBKD VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBKD VBKD VBAP VBAP VBAP VBAP VBAP Field Name ANZSN ARKTX BRGEW J_1BCFOP J_1BTAXLW1 J_1BTAXLW2 J_1BTXSDC KWMENG NETWR NTGEW OBJNR PRSOK TECHS VSTEL WERKS INCO1 PRSDT ZTERM ANZSN ARKTX BRGEW J_1BCFOP J_1BTAXLW1 J_1BTAXLW2 J_1BTXSDC KWMENG PRSOK TECHS VSTEL WERKS ARKTX J_1BTXSDC PRSOK WERKS PRSDT ZTERM ANZSN ARKTX BRGEW J_1BCFOP J_1BTAXLW1 Status group 4 4 4 3 3 3 3 4 4 4 1 6 2 2 2 4 4 4 4 3 1 3 3 3 3 2 6 2 2 4 4 3 4 2 4 4 4 4 4 3 3 Send warning Screen POTO PKAU PDE2 PLND PLND PLND PLND PKAU PKON PDE2 PKNT PKON POEF PDE2 PDE2 PDE3 PKAU PDE3 POTO PKAU PDE2 PLND PLND PLND PLND PKAU PKON POEF PDE2 PDE2 PKAU PLND PKON PDE2 PKAU PDE3 POTO PKAU PDE2 PLND PLND Process. Seq. 0 0 0 0 0 0 0 10 0 0 0 0 0 0 20 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X © SAP AG Page 41 of 117 SAP Best Practices Incomp. Proced. BC BC BC BC BC BC BC BC BC BC BC BC BC BT BT BT BT BT BT BT BT BT Sales and Distribution: Configuration Guide J27 Status group 3 3 4 4 4 1 6 2 2 2 4 4 4 4 3 3 3 3 4 2 4 4 Send warning Process. Seq. 0 0 10 0 0 0 0 0 0 20 0 0 0 0 0 0 0 0 0 0 0 0 Table VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBKD VBKD VBKD VBAP VBAP VBAP VBAP VBAP VBAP VBAP VBKD VBKD Field Name J_1BTAXLW2 J_1BTXSDC KWMENG NETWR NTGEW OBJNR PRSOK TECHS VSTEL WERKS INCO1 PRSDT ZTERM ARKTX J_1BCFOP J_1BTAXLW1 J_1BTAXLW2 J_1BTXSDC PRSOK WERKS PRSDT ZTERM X Screen PLND PLND PKAU PKON PDE2 PKNT PKON POEF PDE2 PDE2 PDE3 PKAU PDE3 PKAU PLND PLND PLND PLND PKON PDE2 PKAU PDE3 25 Use Pricing Procedure: Transaction An indicator for controlling the sales documents defined in the system that allows the system to process different business transactions in different ways. Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO IMG → Sales and Distribution Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Define document pricing procedure IMG → Vendas e distribuição Funções básicas Determinação do preço Controle da determinação de preço Definir e atribuir esquemas de cálculo Definir esquema de documentos /SMB15/V_TVKV_B495_J04 Menu IMG BC Set 2. On the Change View “Pricing Procedure:Transaction “: Overview screen, choose New Entries. On the New Entries: Overview of Added Entries screen, maintain the following entries: Doc.Pric.Procedure Description E Advance Invoice © SAP AG Page 42 of 117 SAP Best Practices Doc.Pric.Procedure Description F M 3. Choose Save. Sales Future Deliv Consignment Issue Sales and Distribution: Configuration Guide J27 26 Use Billing: Document Types The purpose of this activity is to define billing types. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution → Billing → Billing Documents → Define Billing Types Vendas e distribuição → Faturamento → Documentos de faturamento → Definir tipo de documento de faturamento /SMB41/V_TVFK_B494_J04 2. In the dialog box, choose the activity Define Billing Types. 3. On the Change View “Define Billing Types”: Overview screen, choose New Entries. 4. Make the following entries: Billing Type F2B FA FAR FC FCR FST FTB G2B L2B REB Description Nota Fiscal Advance Invoice BR Fut. Dely Invoice BR NF Consign.Issue NF Consign.Fill-up NF for Ship TO NF Transfer Credit Memo BR Debit Memo BR Cr. Returns BR 4. On the Change View “Define Billing Types”: Details screen, make the entries: Number systems Billing Type F2B FA FAR FC No. Range int. Assgn. 19 19 19 19 Item no. increment © SAP AG Page 43 of 117 SAP Best Practices Billing Type FCR FST FTB G2B L2B REB General Control Billing Type F2B FA FAR FC FCR FST FTB G2B L2B REB SD doc. Cat. M M M M M M M O P O Transac. Group 7 7 7 7 7 7 7 7 7 7 Sales and Distribution: Configuration Guide J27 No. Range int. Assgn. 19 19 19 19 19 19 1 Item no. increment Post. Block Stat. Inv. List type LR LR LR LR LR LR LR LG LR LG Rel. For rebate X X X X X X X X X X Other fields X X X X X X X X X X X leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank Cancelation Billing Type F2B FA FAR FC FCR FST FTB G2B L2B REB Account assignment/pricing Canc. Billing type S1 S1 S1 S1 S1 S1 S1 S2 S1 S2 Other fields leave blank © SAP AG Page 44 of 117 SAP Best Practices Billing Type F2B FA FAR FC FCR FST FTB G2B L2B REB Output/partners/texts Acct.Determ.Proc KOFI00 KOFI00 KOFI00 KOFI00 KOFI00 KOFI00 KOFI00 KOFI00 KOFI00 KOFI00 Sales and Distribution: Configuration Guide J27 Acct.det.pay.cards A00001 A00001 A00001 A00001 A00001 A00001 A00001 A00001 A00001 A00001 Doc.pric. procedure A E F M K A A Other fields leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank Text determ Proced Billing Type Output type Item partn. Output determ. Proced. Text det. Proced. Item Delivery text Application Head. Partn. F2B FA FAR FC FCR FST FTB G2B L2B REB V10000 V10000 V10000 V10000 V10000 V10000 V10000 V10000 V10000 V10000 V3 V3 V3 V3 V3 V3 V3 V3 V3 V3 RD00 RD00 RD00 RD00 RD00 RD00 RD00 RD00 RD00 RD00 FK FK FK FK FK FK FK FK FK FK FP FP FP FP FP FP FP FP FP FP 03 03 03 03 03 03 03 03 03 03 04 04 04 04 04 04 04 04 04 04 X leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank leave blank 5. Choose Save. 6. Choose Back. © SAP AG Page 45 of 117 Other fields SAP Best Practices Sales and Distribution: Configuration Guide J27 27 Use Maintain Sales Order Types The sales documents types represent the different business transactions in Sales and perform a central controlling function for the entire sales order process. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set VOV8 Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types Vendas e distribuição Venda Documentos de vendas Cabeçalho de documento de vendas Definir tipos de doc.vendas /SMB41/V_TVAK_B492_J04 2. On screen Modificar visão “Atualização dos tipos de ordem: Síntese ”, check the sales orders types configurations and change them if necessary. TipoDV COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR Header Sales Doc Type COB CRB SD document categ E K Other fields… blank blank Sched. Agreement BR Credit Memo Req. BR Corr. f. Error BR Dely w/o Order BR Debit Memo Req. BR Debit Memo Req. BR Consignment Issue BR Consignment Sales BR Ret. Pack. Pickup BR Standard Order BRA Rem.p/cta.e ord.merc Rem.p/ cta. simpl.f. Returns Customer NF Returns Own NF Venda a Ordem BR Future Dlvy Sales Future Dlvy Shipment Denominação © SAP AG Page 46 of 117 SAP Best Practices Sales Doc Type CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR Number systems Sales Doc Type COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR General Control Internal range 07 13 13 01 15 15 01 01 13 01 01 15 13 13 01 15 01 Sales and Distribution: Configuration Guide J27 SD document categ K C L L C C C C C L H H C L C Other fields… blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank External range 08 14 14 02 16 16 08 08 14 02 02 16 14 14 02 16 02 Item increment 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 Sub-item increment 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 © SAP AG Page 47 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Other fields blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank A blank Other fields Check credit limit Ref. Mandatory COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR M 2 M M M 2 M M 2 2 M M 1 1 M M 100 100 100 100 0 0 100 100 100 100 100 0 100 100 100 0 100 A Credit group V1 V1 V1 V1 V1 V1 Item division C V1 V1 V1 V1 V1 V1 V1 V1 V1 V1 01 V1 X X X X Transaction Flow Transaction group Screen seq. Group Outline agrmt mes Doc.pric procedure Fcode for overv. Scr Sales Doc Type Incompl. Procedu. ProdAttr messag Display range COB CRB CXB DLB DRB DXB KBB KEB LAB ORB LP GA GA AU GA GA AU AU AU AU 12 14 14 15 15 11 11 3 0 0 0 0 0 0 0 0 0 A A A A A A K M A A UALL UALL UALL UALL UALL UALL UALL UALL UALL UALL UER2 UER2 UER2 UER2 UER2 UER2 UER2 UER1 UER1 UER1 © SAP AG Page 48 of 117 Read inforecord X X X X X X X X X X X X X X X X X Sales Doc Type Probabi. Check division Output applic. SAP Best Practices Transaction group Screen seq. Group Sales and Distribution: Configuration Guide J27 Other fields blank blank blank blank A A blank blank blank Outline agrmt mes blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank Doc.pric procedure Fcode for overv. Scr Sales Doc Type Incompl. Procedu. RCM RCS REB ROB VDOR VEF VEFR AU GA RE RE AU GA AU JC JS JH 14 11 JS 11 0 0 0 0 0 0 0 A A A A A E F UALL UALL UALL UALL UALL UALL UALL UER1 UER1 UER1 UER1 UER1 UER2 UER1 Sceduling Agreement Sales Order Type COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM LAB REB ROB VDOR VEF VEFR Shipping All Fields… © SAP AG Page 49 of 117 ProdAttr messag A Display range SAP Best Practices Sales and Distribution: Configuration Guide J27 Sales Order Type COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM REB ROB VDOR VEF VEFR Billing Delivery Type LF Shipping conditions Immediate delivery Other fields… blank blank blank blank blank blank LF LF LR LF LF LR LR LF LF Interomp.bill.ty pe 01 blank blank blank blank blank blank blank blank blank blank Paymt guarant. Proc Dlv-rel billing type CndType line items Billing block COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR F2B G2B G2B FTB FTB L2B L2B FCR FC REB F2B FST REB REB F2B FCR FC REB F2B FST F2B REB REB F2B IV IV IV IG IG IV EK02 EK02 EK02 EK01 02 08 08 01 01 01 01 01 01 03 03 03 03 03 03 01 01 01 01 01 01 IV IV IV IV 09 09 EK01 EK01 02 02 01 01 03 03 01 01 08 08 02 02 01 01 03 03 01 01 blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank © SAP AG Page 50 of 117 Other fields Billing plan type Paymt card plan type Billing plan type Order-rel billing type Sales Doc Type Checking group SAP Best Practices Interomp.bill.ty pe Dlv-rel billing type Sales and Distribution: Configuration Guide J27 Paymt guarant. Proc CndType line items Billing block VEF VEFR FA FAR FA FAR IV IV EK01 EK02 02 01 01 03 03 01 01 blank blank Requested delivery date/purchase order date Sales Order Type COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR Contract TipoOrd COB CRB CXB DLB DRB DXB KBB KEB LAB ORB Billing request Subs.order type Other fields blank blank blank blank blank blank blank blank blank blank Propose del. Date X X X X X X X X X X X X X X X X X Date Type Other fields… blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank © SAP AG Page 51 of 117 Other fields Billing plan type Paymt card plan type Billing plan type Order-rel billing type Sales Doc Type Checking group SAP Best Practices TipoOrd RCM RCS REB ROB VDOR VEF VEFR 7. Choose Save. 8. Choose Back. DR Billing request Sales and Distribution: Configuration Guide J27 Subs.order type Other fields blank blank blank SD SD blank blank blank blank 28 Use Assign Price Procedure to Billing type 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 Procedure 1. To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution Master Data Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Vendas e Distribuição → Venda → Documentos de vendas → Item do documento de venda → Definir categorias de item /SMB41/V_TVFK_PR_B499_J04 2. On screen Modificar visão “Billing Types – Billing Procedures ” Overview, make the following entries: Billing Type F2B FA FAR FC FCR FST FTB G2B L2B REB Doc.Pric.Procedure A E F M K A A © SAP AG Page 52 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 9. Choose Save. 10. Choose Back. 29 Use Assign Incompletion Procedures In this step, you assign procedures to the different incompleteness objects. Procedure 1. To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution Basic Functions Log of Incomplete Items Assign Incompleteness Procedures Vendas e Distribuição → Dados mestre Funções básicas Dados incompletos Atribuir esquemas de dados incompletos /SMB41/V_TVAK_VUV_B426_J04 2. On screen Modificar visão “Error Logs for Sales Documents Header: Overview”, make the following entries: Sales Doc Type COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR 11. Choose Save. 12. Choose Back. Procedure 12 14 14 15 15 11 11 JC JS JH 14 11 JS 11 © SAP AG Page 53 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.2. SD Sales Document Item Categories 10.2.1. Define Item Categories for sales order Use In this step, you assign procedures to the different incompleteness objects. Procedure 1. To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu Menu IMG BC Set Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBD TBL TBLL TBN TBNL TBS TBX TANN Business Data Determ Cost Bill relevan Wght/Vol.relevan ce Business item Item Category Special stock Sched. Line allowed Credit act statistical Returns Pricing Others Blank X X Blank SPRO Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories Vendas e distribuição Venda Documentos de vendas Item do documento de vendas e distribuição Definir categorias de item /SMB41/V_TVAP_B493_J04 Description Consignment Fill-up Consignment Issue RTP Pickup Brazil RTP Pickup stat. NF Sched.Agreem.Item BR ST.StockTransf.ItmBR ST Item Batch BR ST Item BR ST Item Batch BR Dienstleistung BR RTP Shipment BR RTP Statistic Brazil ST Item BR Consignment Fill-up Item rem. a terc. BR Non Stock Item BR Free of Charge Item KBNB KENB W A A X X X X X X X X © SAP AG Page 54 of 117 SAP Best Practices Bill relevan Item Category Special stock statistical Pricing Sales and Distribution: Configuration Guide J27 Credit act Wght/Vol.relevan ce Business item Determ Cost Sched. Line allowed Returns Others Blank Blank X X X X X X X X X X X X X X X X X X X Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank LANB LBNL LPNB NLNB RBB RBN TBB TBD TBL TBLL TBN TBNL TBS TBX TANN B B A J B B A B A A A A F A A X X X X X X X X X X X X X Y X X X X X X X X X X X X X X X X X X X X X X X X Y X Y X X X X X X X X X X X X X X X X General Control Item category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBD TBL TBLL TBN TBNL All fields Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank © SAP AG Page 55 of 117 SAP Best Practices Item category TBS TBX TANN Sales and Distribution: Configuration Guide J27 All fields Blank Blank Blank Transaction Flow Itm Cat Incompl proced BC B1 B3 B3 22 20 B1 B1 B1 B3 B3 B3 B1 BT 25 24 Partner Det Procedure N N N N N N N N N T N N B T N N Text Det Procedure 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 1 1 1 1 1 1 2 2 1 1 Itm cat status grp Scr seq grp N N N N N N N N N N N N N N N N Others KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBD TBL TBLL TBN TBNL TBS TBX TANN Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Bill of material / configuration Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB All fields Blank Blank Blank Blank Blank Blank Blank Blank Blank © SAP AG Page 56 of 117 SAP Best Practices Item Category TBD TBL TBLL TBN TBNL TBS TBX TANN Value Contract Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBD TBL TBLL TBN TBNL TBS TBX TANN Service Management Item Category KBNB KENB LANB LBNL LPNB NLNB RBB Sales and Distribution: Configuration Guide J27 All fields Blank Blank Blank Blank Blank Blank Blank Blank All fields Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank All fields Blank Blank Blank Blank Blank Blank Blank © SAP AG Page 57 of 117 SAP Best Practices Item Category RBN TBB TBD TBL TBLL TBN TBNL TBS TBX TANN Sales and Distribution: Configuration Guide J27 All fields Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Control of Resource-related billing and creation of quotations Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBD TBL TBLL TBN TBNL TBS TBX TANN 13. Choose Save. 14. Choose Back. All fields Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank © SAP AG Page 58 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.2.2. Assign Item categories Use Here you can specify which item categories the system proposes during document processing for each sales document type and item category group. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set SPRO Vendas e Distribuição → Venda → Documentos de vendas → Item do documento de venda → Atribuir categorias de item Sales and Distribution Sales Sales Documents Sales Documents Assign Item Categories /SMB41/V_T184_B497_J04 2. On screen Modificar visão “Item Category Assignment:Overview ”, check the following entries and change them if necessary: Sales Doc Type KBB KEB LAB LAB LAB ORB ORB ORB ORB ORB ORB ORB ORB RCM RCM RCM RCM RCM RCM RCS RCS REB REB REB ROB ROB ROB VDOR VEF Itm Categ. Group NORM NORM LEIH LEIH VERP DIEN LEIH LEIH LEIS NORM NORM NORM NORM LEIH LEIS NORM NORM VERP VERP LEIS NORM LEIH LEIH NORM LEIH LEIH NORM NORM LEIH Usage High level Item Cat. Default Item Cat. KBNB KENB LANB LANB LANB TBD TBLL TBLL TBD TBN TBN TBN TANN TBLL TBD TBNL TANN TBNL TBNL TBD L2N LBNL LBNL RBN LBNL LBNL RBN TBS L2S Manual Item cat.1 Manual Item cat.2 RBN LANB RBN RBN TBN TBN TANN TANN TBX FREE FREE TBN TBN TAW TANN TBLL TBN TBNL TBNL TAW LANB LANB LANB LANB TANN TBLL RBN RBN © SAP AG Page 59 of 117 SAP Best Practices Sales Doc Type VEF VEF VEF VEFR VEFR VEFR VEFR Itm Categ. Group LEIS NORM VERP DIEN LEIH LEIS NORM Usage Sales and Distribution: Configuration Guide J27 High level Item Cat. Default Item Cat. TBD L2N L2N TBX TBLL TBD TBN Manual Item cat.1 TAW TBL TAW TBN TAW Manual Item cat.2 10.2.3. Define Item Categories for Delivery Use 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. Procedure 1. To carry out the activity, choose one of the following navigation options: Transaction Code IMG Menu Menu IMG BC Set SPRO Logistics Execution Shipping Deliveries Define Item Categories for Deliveries Logistics Execution Expedição Fornecimentos Definir tipos de item para fornecimentos /SMB41/V_TVLP_B498_J04 2. On screen Modificar visão “Delivery Item categories ”: Overview, make the following entries: Material/statistics Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBL TBLL TBN TBNL TBPS TBX Document. Category J J J J J J T T J J J J J J J Mat. Nr 0 allow X Item cat. Stat. group 1 1 1 1 Stk. Determ. rule X 1 1 X 1 © SAP AG Page 60 of 117 SAP Best Practices Quantity Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBL TBLL TBN TBNL TBPS TBX Check quantity 0 A A A A A A A A A A A A Sales and Distribution: Configuration Guide J27 Check minimun qty A A A A Check overdelivery A A A A A Avail Ck Off Rounding A A A A A A A A Warehouse control and packing Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBL TBLL TBN TBNL TBPS TBX Transaction Flow Item Category KBNB KENB LANB LBNL LPNB NLNB RBB RBN TBB TBL Text Determ. proced 02 02 Standard text Relevant for picking X STLocation required X X X X X X X X X X X X X Determine SLoc X X X X X X X X X X X X X Auto. Batch determ X X others blank blank blank blank blank blank blank blank blank blank blank blank blank blank blank X X X X X X X X X X 02 © SAP AG Page 61 of 117 SAP Best Practices Item Category TBLL TBN TBNL TBPS TBX Text Determ. proced Sales and Distribution: Configuration Guide J27 Standard text 02 10.2.4. Assign Schedule Line Use The purpose of this task is to assign schedule line categories. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign Schedule Line Categories Vendas e distribuição → Venda → Documentos de vendas → Divisões da remessa → Atribuir categorias de divisões de remessa /SMB41/V_TVEPZ_B420_J04 2. On the Change View “Assign Schedule Line Categories”: Overview screen, choose New Entries. 3. Make the following entries: Item Category KBNB KBNB KBNB KBNB KBNB KENB KENB KENB KENB KENB LANB LANB LANB LANB LANB LBNL LBNL LBNL LBNL LBNL MRP Type Prop.sched. line categ. E1 E0 E0 E0 E0 C1 C0 C0 C0 C0 F3 F2 F2 F2 F2 F3 F2 F2 F2 F2 Man.sched. line categ. E0 ND VB VM VV ND VB VM VV ND VB VM VV ND VB VM VV C0 F2 F2 © SAP AG Page 62 of 117 SAP Best Practices Item Category LPNB LPNB LPNB LPNB LPNB NLNB RBB RBN TBB TBB TBB TBB TBB TBB TBB TBL TBL TBL TBL TBL TBLL TBLL TBLL TBLL TBLL TBN TBN TBN TBN TBN TBN TBN TBNL TBNL TBNL TBNL TBNL TBNL TBNL TBPS TBPS TBX MRP Type Sales and Distribution: Configuration Guide J27 Prop.sched. line categ. CP CN CV CV CV NN DN DN CP CN CP CP CV CV CV E2 E2 E2 E2 E2 E3 E2 E2 E2 E2 CP CN CP CP CV CC CV CP CN CP CP CV CV CV PP PN CX Man.sched. line categ. ND VB VM VV CN CN CN ND P1 P2 VB VM VV E3 ND VB VM VV ND VB VM VV ND P1 P2 VB VM CC ND P1 P2 VB VM VV ND E2 CN CN CN CN CN CN © SAP AG Page 63 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.3. SD Localization Brazil Assign Nota Fiscal 10.3.1. Assign Nota Fiscal to Sales Order Use Here, you can assign nota fiscal types to sales document types. Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO IMG → Sales and Distribution Billing Billing Documents Country-specific Features Country-specific Features for Brazil Specify Nota Fiscal Category IMG → Vendas e distribuição Faturamento Documentos de faturamento Características especiais do país Propriedades específicas de país - Brasil Determinar tipo nota fiscal /SMB41/J_1BTVAKV_B421_J04 Menu IMG BC Set 2. Enter the following data: Sales Doc Type COB COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR NF Type N1 N1 N3 N3 N1 N2 N2 N1 N1 N5 N1 N1 N1 N4 N5 N1 N1 N1 © SAP AG Page 64 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.3.2. Maintain Sales Document Item Category Use In this activity, you assign an item type and a main partner function (for example, ship-to party) to a combination of sales order type and item category. You can also assign SD tax codes and specify whether the system is to calculate statistically the ICMS and IPI taxes. Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO IMG → Sales and Distribution Billing Billing Documents Country-specific Features Country-specific Features for Brazil Maintain Sales Document Item Category IMG → Vendas e distribuição Faturamento Documentos de faturamento Características especiais do país Propriedades específicas de país – Brasil Atualizar ctg.item doc.vendas /SMB41/J_1BSDICA_B502_J04 Menu IMG BC Set Enter the following data: Sales Doc LAB COB COB COB CRB CRB CXB CXB CXB DLB DLB DLB DLB DRB DRB DXB DXB DXB DXB DXB KBB KEB Item categ LANB LPNB TBB TBLL G2N G2W TBB TBD TBN L2N L2W NLC NLNB L2N L2W L2N L2W TBB TBD TBN KBNB KENB NF item type 21 1 1 21 1 1 1 1 1 1 1 2 1 1 1 1 1 1 1 1 52 51 NF CFOP Main Partner RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE RE Tax code C0 ICMS stat ICMS text IC4 IC0 IC4 IC0 IC0 IC0 IC0 IC0 IC0 IC0 IC0 IPI stat X IPI text IP1 IP0 IP1 IP0 IP0 IP0 IP0 IP0 IP0 IP0 IP0 3rd party C0 X I9 I9 I3 X IC0 IC0 IC0 IC0 IC4 X IP0 IP0 IP0 IP0 IP1 © SAP AG Page 65 of 117 SAP Best Practices NF item type 21 1 1 1 1 21 1 1 63 21 63 62 62 21 1 1 1 21 1 1 1 61 41 42 42 Sales and Distribution: Configuration Guide J27 Sales Doc LAB ORB ORB ORB ORB ORB ORB ORB RCM RCM RCM RCS RCS REB REB REB REB ROB ROB ROB ROB VDOR VEF VEFR VEFR Item categ LANB TANN TAPS TBB TBD TBLL TBN TBX TBB TBLL TBNL L2N RBB LBNL RBB RBN RENN LBNL RBB RBN RENN TBS L2N TBB TBN NF CFOP Main Partner RE RE RE RE RE RE RE RE WE WE WE WE RE RE RE RE RE RE RE RE RE WE RE WE WE Tax code C0 ICMS stat ICMS text IC4 IC0 IC0 IC0 IC0 IC4 IC0 IPI stat X IPI text IP1 IP0 IP0 IP0 IP0 IP1 IP0 3rd party I3 I9 C0 I3 I0 I0 I0 I0 I3 C0 X X X X X X IC0 X IP0 C0 X IP1 I3 I0 X IC4 IC0 IC0 X X IP0 IP1 IP1 10.3.3. Maintain Billing Types Use In this activity, you specify: • • Which billing types the system is to create a nota fiscal for Which partner functions and which manual texts appear in the nota fiscal Procedure 1. Access the activity using the following navigation options: Transaction Code SPRO © SAP AG Page 66 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 IMG → Sales and Distribution Billing Billing Documents Country-specific Features Country-specific Features for Brazil Maintain Billing Types IMG → Vendas e distribuição Faturamento Documentos de faturamento Características especiais do país Propriedades específicas de país – Brasil Atualizar tipos documento de faturamento /SMB41/J_1BTVFKV_B425_J04 IMG Menu Menu IMG BC Set Enter the following data: NF relevance X X X X X X X X X X X Billing Type F2B FA FAR FC FCR FST FTB G2B L2B REB S1 Main partner id WE RE WE RE WE WE WE WE RE RE WE Text id header Counter header text 4 4 4 4 4 4 4 4 4 4 4 Text id lines Counter text lines 4 4 4 4 4 4 4 4 4 4 4 10.3.4. Maintain Billing Document Item Category Use Here, you can define whether a combination of billing type and sales item category is nota fiscal relevant. Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO IMG → Sales and Distribution Billing Billing Documents Country-specific Features Country-specific Features for Brazil Maintain Billing Document Item Category IMG →Vendas e distribuição Faturamento Documentos de faturamento Características especiais do país Propriedades específicas de país - Brasil Atualizar ctg.item de faturamento /SMB41/J_1BSDIC_B424_J04 Menu IMG BC Set Enter the following data: Billing Type F2B Item Category L2N NF relevance X © SAP AG Page 67 of 117 SAP Best Practices Billing Type F2B F2B F2B F2B F2B F2B F2B F2B F2B F2B F2B FA FAR FC FCR FST FST FST FTB FTB G2B G2B L2B L2B REB REB REB REB REB S1 S1 S1 S1 S1 S1 S1 S1 S1 S1 S1 S1 S1 S1 S1 Item Category LPNB TAN TANN TAPS TBB TBD TBL TBLL TBN TBNL TBS L2N TBN KENB KBNB TBB TBLL TBNL NLC NLNB G2N G2W L2N L2W LANB LBNL RBB RBN RENN G2N G2W KBNB KENB L2N L2W LPNB NLNB TBB TBD TBL TBLL TBN TBNL TBS NF relevance 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 X X X X X X X X X X X X X X X X X X X Sales and Distribution: Configuration Guide J27 10.3.5. Maintain Automatic Nota Fiscal Texts Use Here, you can assign nota fiscal header texts to sales order types. © SAP AG Page 68 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO IMG → Cross-Application Components General Application Functions Nota Fiscal Sales and Distribution - Billing Documents Maintain Automatic Nota Fiscal Header Texts IMG →Componentes válidos para várias aplicações Funções gerais de aplicação Nota fiscal Vendas e distribuição documentos de faturamento Atualizar textos de cabeçalho nota fiscal automáticos /SMB41/J_1BSDNFXV_B491_J04 Menu IMG BC Set Enter the following data: Sales Doc Type COB CXB DXB KEB ORB RCM RCM RCM RCS RCS RCS REB ROB VDOR VEF VEFR Seq. no for text 10 10 10 10 10 10 20 30 10 20 30 10 10 10 10 10 Text Scheduling Agreement number: & Exchange Rate: & Exchange Rate: & Simples Faturamento de mercadoria em Consignação Exchange Rate: & Mercadoria que lhe foi vendida por & Conforme nota fiscal & Do & Mercadoria que tem sido remetida ao destinatario Nota fiscal acima referida O destinatário é & Order Reason: & Exchange Rate: & Goods will be sent directly by & on our expense Sem valor para acompanhar o produto - Mercadoria p Sem valor para acompanhar o produto - Mercadoria p Argument SCHDAGR_NO CURR_RATE CURR_RATE CURR_RATE BILL_TO NF_REF DATE_REF SHIP_TO ORD_REASON ORD_REASON VENDOR © SAP AG Page 69 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.4. SD Copy control for documents 10.4.1. Maintain Copy Control Billing to Sales Document Use The purpose of this activity is to define the copy control for the billing type to invoice the pallets not returned based on customers invoice. Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu Menu IMG BC Set VTAF Sales and Distribution → Sales → Maintain Copy Control for Sales Documents Vendas e distribuição Venda Documentos de vendas Atualizar controle de cópia para docs.vendas /SMB41/V_TVCPAFK_B036_J04 2. Select Copying Control: Billing Document to Sales Document and maintain data as follows on the screen Header Overview: Target LAB Sales Document Type Ret. Pack. Pickup BR Source F2B Billing Type Nota Fiscal 3. Select screen Header Details and make the following entries: Description Target sls doc. type Ref.billing doc.type Copying requirements Data transfer VBAK Data transfer VBKD Data transfer VBPA Copy item number Value LAB F2B 021 053 103 003 X © SAP AG Page 70 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.4.2. Maintain Copy Control Sales Document to Delivery Use The purpose of this activity is to define Copy Control of special sales order type to Delivery for pallets return. Procedure 1. Access the activity using the following navigation options: Transaction Code IMG Menu Menu IMG BC Set VTLA Logistics Execution → Shipping → Copying Control → Specify Copy Control for Delivery Logistics Execution Expedição Controle de cópia Determinar controle de cópia para fornecimentos /SMB41/V_TVCPLA_B422_J04 2. Maintain data as follows on the screen Header Overview: Target LR Delivery Type Returns Delivery Source LAB Sales Document Type Ret. Pack. Pickup BR 3. Select screen Header Details and make the following entries: Description Target delivery type Source sls doc. type Order requirements Combination requirmt Data transfer VBAK Value LR LAB 001 051 0011 4. Select the following Target and Source Sales Document and choose the Item Overview screen to entry additional Item Categories. Target Delivery Document LF Outbound Delivery Item Category TBLL Source sls doc. ORB Standard Order BRA Description RTP Statistic Brazil © SAP AG Page 71 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.4.3. Maintain Copy Control Sales Document to Billing Use You can specify for a particular billing type what document type is to be assigned to copied reference documents and which item categories are to be copied. You must also make specifications for copying requirements and transferring data, as well as quantity and value updates in document flow. Do this for each copying procedure at header and item level on the appropriate detail screen. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set Vendas e distribuição → Faturamento → Documentos de faturamento → Atualizar controle de cópia para docs.faturamento → Controle de cópia: doc.vendas -> doc.faturamento /SMB41/V_TVCPFA_B041_J04 VTFA 2. On screen Modificar visão “Cabeçalho - síntese”, make the following entries: Cabeçalho TipFat G2B L2B Item Tip Fat G2B G2B G2B G2B L2B L2B L2B L2B Cat Item G2N G2TX L2N L2W G2N G2TX L2N L2W Cond Cópia 002 002 002 002 002 002 002 002 VBRK/ VBRP 003 002 002 002 003 002 003 003 Qtd Fatura A A A A A A A A Qtd Pos/Neg + + + + + + + + Tipo Det Preço D D D D D D D D Other fields... blank blank blank blank blank blank blank blank OrdemOrig CRB DRB CondCópia 001 001 AceitarN°Item X X Other fields... blank blank © SAP AG Page 72 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 10.4.4. Maintain Copy Control Delivery to Billing Use In this menu option, you define control data for the document flow of billing documents. You can specify for a particular billing type what document type is to be assigned to copied reference documents and which item categories are to be copied. You must also make specifications for copying requirements and transferring data, as well as quantity and value updates in document flow. Do this for each copying procedure at header and item level on the appropriate detail screen. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC-Set Vendas e distribuição → Faturamento → Documentos de faturamento → Atualizar controle de cópia para docs.faturamento → Controle de cópia: nota de remessa -> doc.faturamento /SMB41/V_TVCPFL_B043_J04 VTFL 2. On screen Modificar visão “Cabeçalho - síntese”, make the following entries: Cabeçalho Tip Fat F2B Item VBRK/VBRP Other fields... blank blank blank blank blank blank blank blank blank blank TipDetPreço QtdPos/Neg QtdFatura CondCop CatItem Rem Orig LF Cond Cop 003 N° Atribuição E N° Referência A Aceitar N°Item X Other fields... blank F2B F2B F2B F2B F2B F2B F2B F2B F2B F2B TipFat DLN KENB LNN LPNB TAN TANN TATX TBB TBLL TBN 004 004 004 004 004 004 004 004 004 004 001 001 003 001 000 003 003 007 003 000 B B G B G G G B G G + + + + + + + + + + B G G G G G G G G G © SAP AG Page 73 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Other fields... blank blank VBRK/VBRP F2B F2B TBNL TBX 004 004 007 001 B G + + Result After these configuration all prerequisites for Copying Control for Billing Document maintenance are completed. 11. SD TAXBRA – Localization Brazil 11.1. Field Catalog Use Before you create a new condition table, you should check whether the fields listed in the field catalog meet your requirements. If you require a field in pricing which is not intended for this usage in the standard system, you must enter it in the field catalog. You can only enter fields from tables KOMG, KOMK or KOMP. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Tables Create condition tables Conditions: Allowed fields Vendas e distribuição Funções básicas Determinação do preço Determinação do preço Definir tabelas de condições Condições: Campos permitidos /SMB41/VV_T681F_VA_B401_J04 Menu IMG BC Set 2. Choose Enter. 3. On the Change View “Field Catalog (Pricing Sales/Distribution)”: Overview screen enter the following data: Field ADDNR AKTNR ALAND ANZSN AUART AUART_SD AUBEL AUGRU AUPOS BELNR BEMOT © SAP AG Page 74 of 117 TipDetPreço G G QtdPos/Neg QtdFatura CondCop CatItem TipFat SAP Best Practices BONUS BRSCH BWTAR BZIRK CHARG CITYC CMPGN_ID COUNC CUOBJ DELCO DOCTYP DYNKEY1 DYNKEY2 DYNKEY3 EAN11 GZOLX HIENR HIENR01 HIENR02 HIENR03 HIENR04 HIENR05 HIENR06 HIENR07 HIENR08 HIENR09 HIENR10 HIENR11 HIENR12 HIENR13 HIENR14 HIENR15 HWAER INCO1 INCO2 J_1ADTYP J_1AFITP J_1AGICD J_1AREGIO J_1ARFZ J_1ATXREL J_1BTXSDC J_1ISTCODE KBSTAT KDATU KDGRP KDKG1 KDKG2 KDKG3 KDKG4 KDKG5 KDKGR KEXCL_D KFRST Sales and Distribution: Configuration Guide J27 © SAP AG Page 75 of 117 SAP Best Practices KNRZE KNUMA KNUMA_AG KNUMA_PI KONDA KONDM KPOSN KSTAF KUNAG KUNNR KUNRE KUNRG KUNWE LAND1 LIFNR LLAND LOC_PR LOC_SE MATKL MATNR MBWNR MEINS MOGRU MTORG MTUSE MWSKZ OWNPR PLTYP PLTYP_P PMATN POSNR PRODH PRODH1 PRODH2 PRODH3 PROVG PSTLZ PWGGR REGIO RESWK REVKO REVTW RKE_WWRST SPART STEUC TAXBS TAXGROUP TAXK1 TAXK2 TAXK3 TAXK4 TAXK5 TAXK6 TAXK7 Sales and Distribution: Configuration Guide J27 © SAP AG Page 76 of 117 SAP Best Practices TAXK8 TAXK9 TAXM1 TAXM2 TAXM3 TAXM4 TAXM5 TAXM6 TAXM7 TAXM8 TAXM9 TKONN TPOSN TXJCD TXREG_SF TXREG_ST UKONM UPMAT VARCOND VBELN VGBEL VGPOS VKAUS VKBUR VKGRP VKORG VKORGAU VRKME VSBED VTWEG WAERK WERKS WGHIE WGRU1 WGRU2 WKCOU WKCTY WKREG WMINR XSUBT YMVGR1 ZZDAMAGE 4. Choose Save. Sales and Distribution: Configuration Guide J27 Result The field catalog is now available. © SAP AG Page 77 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 11.2. Define Sequence for SD Tax Code Determination Use In Sales and Distribution (SD), the system derives the tax code from either the item category or the customer-material info record.The purpose of this activity is to define the sequence in which the system accesses these sources. Procedure 1. Access the activity using one of the following navigation options: Financial Accounting (New) Financial Accounting Basic Settings (New) Tax on Sales/Purchases Calculation Settings for Tax Calculation in Brazil Define Sequence for SD Tax Code Determination Contabilidade financeira (novo) Configurações globais contabilidade financeira (novo) IVA Cálculo Opções para cálculo de impostos no Brasil Definir seqüência da determinação do cód.imposto SD /SMB41/J_1BCBTAXCODESEQ_B403_J04 IMG Menu Menu IMG BC Set 2. On the Change View “ Sequence for tax code determination”: Overview make the following entries: Seq. in tax code determination 1 2 3. Choose Save. 4. The message “Conditions records saved” appears. Source for tax code determination 1 Customer Material Information 0 Item Category Table Result The sequence for tax code determination is now available. 11.3. Define Access Sequences Use I this IMG activity you define the access sequences for condition types that will be used in pricing procedures. The access sequence is a search strategy which the SAP System uses to search for condition records valid for a condition type. Procedure 1. Access the activity using one of the following navigation options: © SAP AG Page 78 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Sales and Distribution Basic Functions Pricing Control Define Access Sequences Vendas e distribuição Funções básicas Determinação do preço Controle da determinação de preço /SMB41/V_T682_B404_J04 IMG Menu Menu IMG BC Set 2. On the Change View “ Sequence for tax code determination”: Overview make the following entries: ISS1: Brazil ISS at service provider Step 5 Tab . 601 Req . 0 Excl . X Field Assignment Condition ALAND TXJCD DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = = KOMP KOMP LOC_PR MATNR X X 5 BR Doc.Struc. Doc.Field Constant BR = = = = 99 392 0 X ALAND ISS2 : Brazil ISS wh. serv. provided Step 5 Tab . 601 Req . 0 Excl . X Field Assignment Condition ALAND TXJCD DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = = KOMP KOMP LOC_SE MATNR X X 5 BR Doc.Struc. Doc.Field Constant BR = = = = 99 392 0 X ALAND BRWT : Brazil WHT Step 5 Tab . 346 Req . 0 Excl . X Field Assignment Condition ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = Doc.Struc. Doc.Field Constant BR KOMP MATNR X X 5 = = = © SAP AG Page 79 of 117 SAP Best Practices DIBR : Brazil Taxes Due Step 105 Tab . 291 Req . Excl . X Sales and Distribution: Configuration Guide J27 Field Assignment Condition ALAND J_1BTXSDC I/O = Doc.Struc. KOMP Doc.Field J_1BTXSDC Constant BR IBRR – Brazil: 100% offset Step Tab. Req. Excl. Field Assignment Condition 1 390 0 X ALAND I/O = Doc.Struc. Doc.Field Constant BR IBRX – Brazil Ext. Tax Det. Step 1 Tab . 002 Req . Excl . X Field Assignment Condition ALAND TAXK1 TAXM1 I/O Doc.Struc. KOMK KOMK KOMP Doc.Field ALAND TAXK1 TAXM1 Constant ICCB – BR: ICMS Offsetting Entry Step 10 Tab . 349 Req . 0 Excl . X Field Assignment Condition ALAND TXREG_ST MATNR I/O = Doc.Struc. KOMP KOMP Doc.Field TXREG_ST MATNR BR Constant BR = 20 392 0 X ALAND ICBS – BR: ICMS Tax Base Val Step 1 5 Tab . 341 382 0 Req . Excl . X X Field Assignment Condition ALAND TAXK3 ALAND DOCTYP TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 I/O Doc.Struc. KOMK KOMK Doc.Field ALAND TAXK3 BR 0 KOMP KOMP KOMP TXREG_SF TXREG_ST MATNR X X Constant = = = = © SAP AG Page 80 of 117 SAP Best Practices Step Tab . Req . Excl . Sales and Distribution: Configuration Guide J27 Field Assignment Condition TAXGROUP ALAND DOCTYP TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = = = Doc.Struc. Doc.Field Constant 5 BR 0 KOMP KOMP TXREG_SF TXREG_ST X X X 98 BR 98 382 0 X = = = = = 99 392 0 X ALAND ICVA – BR: ICMS Tax Rates Ste p 5 Tab. 382 Req . 0 Excl . X Field Assignment Condition ALAND DOCTYP TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = = Doc.Struc. Doc.Field Constant BR 0 KOMP KOMP KOMP TXREG_SF TXREG_ST MATNR X X 5 BR 0 KOMP KOMP TXREG_SF TXREG_ST X X X 98 BR = = = = = 98 382 0 X ALAND DOCTYP TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP = = = = = 99 392 0 X ALAND ICXC – BR: Customer ICMS Exempt Step 1 Tab . 341 Req . 0 Excl . X Field Assignment Condition ALAND TAXK3 I/O Doc.Struc. KOMK KOMK Doc.Field ALAND TAXK3 Constant © SAP AG Page 81 of 117 SAP Best Practices IPBS – BR: IPI Tax Base Value Step 1 5 Tab . 293 346 Req . 0 0 Excl . X X Sales and Distribution: Configuration Guide J27 Field Assignment Condition ALAND TAXK2 ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = Doc.Struc. KOMK Doc.Field TAXK2 BR KOMP MATNR X X 5 BR KOMP STEUC X X 97 BR Constant BR = = = = = 97 346 0 X ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP = = = = 99 392 0 X ALAND IPLW – BR: IPI Tax Laws Step 1 5 Tab . 293 346 Req . 0 0 Excl . X X Field Assignment Condition ALAND TAXK2 ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = Doc.Struc. KOMK Doc.Field TAXK2 BR KOMP MATNR X X 5 BR KOMP STEUC X X 97 BR X X X 98 BR KOMK MWSKZ Constant BR = = = = = 97 346 0 X ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP = = = = 98 346 0 X ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP = = = = = 99 003 0 X ALAND MWSKZ © SAP AG Page 82 of 117 SAP Best Practices IPVA – BR: IPI Tax Rates Step 1 5 Tab . 293 346 Req . 0 0 Excl . X X Sales and Distribution: Configuration Guide J27 Field Assignment Condition ALAND TAXK2 ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = Doc.Struc. KOMK Doc.Field TAXK2 BR KOMP MATNR X X 5 BR KOMP STEUC X X 98 BR Constant BR = = = = = 98 346 0 X ALAND DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP = = = = 99 392 0 X ALAND IPXC – BR: Customer IPI Exempt Step 1 Tab . 293 Req . 0 Excl . X Field Assignment Condition ALAND TAXK2 I/O Doc.Struc. KOMK KOMK Doc.Field ALAND TAXK2 Constant ISTC – BR: ICMS Rates for Subtrib Step 5 Tab . 382 Req . 0 Excl . X Field Assignment Condition ALAND DOCTYP TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = = Doc.Struc. Doc.Field Constant BR 0 KOMP KOMP KOMP TXREG_ST TXREG_ST MATNR X X 5 BR 0 KOMP KOMP TXREG_ST TXREG_ST X X X = = = = = 98 382 0 X ALAND DOCTYP TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 = = = © SAP AG Page 83 of 117 SAP Best Practices Step Tab . Req . Excl . Sales and Distribution: Configuration Guide J27 Field Assignment Condition TAXGROUP ALAND I/O = = Doc.Struc. Doc.Field Constant 98 BR 99 392 0 X ISTI – BR: ICMS Rate for S.T Step 5 Tab . 382 Req . 163 Excl . X Field Assignment Condition ALAND DOCTYP TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = = Doc.Struc. Doc.Field Constant BR 0 KOMP KOMP KOMP TXREG_ST TXREG_ST MATNR X X 5 = = = ISTV – BR: Subtrib Surcharge Step 5 Tab . 382 Req . 0 Excl . X Field Assignment Condition ALAND TXREG_SF TXREG_ST XSUBT DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = Doc.Struc. KOMP KOMP KOMK KOMP Doc.Field TXREG_SF TXREG_ST XSUBT MATNR X X 5 BR KOMP KOMP KOMK TXREG_SF TXREG_ST XSUBT X X X 98 Constant BR = = = = 98 382 0 X ALAND TXREG_SF TXREG_ST XSUBT DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP = = = = © SAP AG Page 84 of 117 SAP Best Practices ISVA – BR: ISS Tax Rates Step 1 5 Tab . 121 347 Req . 0 0 Excl . X X Sales and Distribution: Configuration Guide J27 Field Assignment Condition ALAND MATNR ALAND TXREG_SF TXREG_ST DYNKEY1 DYNKEY2 DYNKEY3 TAXGROUP I/O = Doc.Struc. KOMP Doc.Field MATNR BR KOMP KOMP KOMP TXREG_SF TXREG_ST MATNR X X 5 BR Constant BR = = = = = 99 392 0 X ALAND IZOF – Zona Franca Step 5 Tab . 394 Req . 0 Excl . X Field Assignment Condition ALAND TXREG_ST I/O = Doc.Struc. KOMP Doc.Field TXREG_ST Constant BR 3. Choose Save. 11.4. Define Condition Types Use In this IMG activity you define the condition types that will be used in pricing procedures. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution Basic Functions Pricing Control Define Condition Types Vendas e distribuição Funções básicas Determinação do preço Controle da determinação de preço Definir tipos de condição /SMB41/VV_T685A_VA_B405_J04 Menu IMG BC Set 2. On the Change View “ Conditions:Condition Types”: Overview make the following entries: © SAP AG Page 85 of 117 SAP Best Practices CTyp BI00 Name Dummy Non-Statistic. Sales and Distribution: Configuration Guide J27 AcSq IBRX CalTy A CdCat D CCl D RfCTy IBRX RAp V © SAP AG Page 86 of 117 SAP Best Practices CTyp BX10 BX11 BX12 BX13 BX14 BX15 BX16 BX20 BX21 BX22 BX23 BX40 BX41 BX42 BX43 BX44 BX50 BX51 BXPA BXZF DICF DICM DIPI DISI DISS DIZF DSUB DSUF IBRX IC0X ICBS ICCB ICCX ICFR ICLW ICM3 ICMI ICMO ICOB ICS3 ICSO ICVA ICXC ICZF IFR3 IFS3 IP0X IPBS IPI3 IPIP IPLW IPOB IPVA Name BR ICMS Normal Base BR ICMS Exclude Base BR ICMS Other Base BR ICMS Amount BR ICMS Freight Base BR ICMS Freight Amnt. BR ICMS Rate BR IPI Normal Base BR IPI Exclude Base BR IPI Other Base BR IPI Amount BR SubTrib Base BR SubTrib Amount BR SubTrib Fr. Base BR SubTrib Fr. Amnt BRSubTrib NF Rate BR ISS Base BR ISS Amount BR IPI Pauta Amount BR ICMS Zona Franca Devido ICMS Freight Devido ICMS BR: Devido IPI Devido ICMS s/IPI Devido ISS Zona Franca Devido Sub Trib Devido SubTrib Fr. Brazil tax calc. BR: ICMS 0 excempt ICMS Tax Base BR: ICMS comp.base BR: ICMS comp.excmpt BR: ICMS on freight BR: ICMS Law ICMS from SD Price+Tax (for NF) ICMS offset BR: ICMS other base Sub.Trib. from SD ISS offset ICMS Tax Rate BR Cust ICMS Exempt ICMS Disc. Zona Fr. ICMS on freight SD ICMS ST freight SD BR: IPI 0 excempt IPI Tax Base IPI from SD BR: IPI Pauta BR: IPI Law BR: IPI other base IPI Tax Rate Sales and Distribution: Configuration Guide J27 AcSq CalTy B B B B B B B B B B B B B B B B B B B A A A A A A A A A A A A A A A A A C A A A A A A A A A A A A A A A A CdCat 1 1 1 D 1 D 1 1 1 1 D 1 D 1 D 1 1 D 1 D D D D D D 1 D D 1 D D D D D D 1 H D 1 H D D 1 1 1 D D 1 D D D D CCl A A A D A D A A A A D A D A D A A D A D D D D D D D D D D D D D D D D D B A D D A D A D D D D D D D D D D RfCTy RAp IBRX IBRX IBRX IBRX V V IBRX IBRX IBRX IBRX IBRX IBRX V V V IBRX IBRX DIBR DIBR DIBR DIBR DIBR IZOF DIBR DIBR IBRX DIBR ICBS ICCB ICCB ICVA ICLW IBRX V ICZF V IBRR ICVA IBRR ICVA ICXC IZOF DIBR IPBS IPVA IPLW IPVA IPVA © SAP AG Page 87 of 117 SAP Best Practices CTyp IPXC ISIC ISS3 IST2 ISTB ISTC ISTD ISTF ISTI ISTM ISTN ISTS ISTT ISVA ICN3 ICW3 IGW3 IPS3 IPW3 IRW3 ISA3 ISB3 ISE3 ISF3 ISW3 ICZ3 IGZ3 IPZ3 IRZ3 ISZ3 ICO2 IPS2 BGEZ BPSZ BCOZ BCSZ BIRZ ICW4 IPW4 ISW4 IRW4 IGW4 DCOF DPIS DWHT BCO1 BCO2 BCOP ISVB ISVC ISVD ISVF ISVG Name BR Cust IPI Exempt ICMS Rate SF=ST ISS from SD BR: Sub.Trib 2 Sub. Trib Base Value Subtrib. base reduct ICMS Rate for S.T. BR: Sub.Trib FixPric S.T. Minp.Bef.Surch. BR: Sub.Trib MinPric Subtrib.Minpr.Factor Subtrib Surcharge BR: Sub.Trib SurType BR: ISS amount COFINS from SD COFINS Withholding TaxSD General WHT SD PIS Normal Tax PIS WHT SD IR Withholding TaxSD ISS at Provider SD ISS WHT at Provider SD ISS at Service Loc SD ISS WHT at Service Loc SD CSLL Withholding Tax SD COFINS WHT SD Offset General WHT SD Offset PIS WHT SD Offset IR WHT SD Offset CSLL WHT SD Offset COFINS Offset SD PIS Offset SD BR General WHT off BR PIS WHT Offset BR COFINS WHT offset BR CSLL WHT offset BR IR WHT offset COFINS WHT code PIS WHT code CSLL WHT code IR WHT code General WHT code COFINS Due PIS Due WHT Due COFINS Rate COFINS Base COFINS Pauta Amount ISS Rate at Prov. ISS Base at Prov. ISS Law at Prov. ISS Taxloc at Prov. ISS WHT at Prov. Sales and Distribution: Configuration Guide J27 AcSq IPXC ISTC ISTV ISTV ISTV ISTI ISTV ISTV ISTV ISTV ISTV ISTV ISVA MWST MWST MWST MWST MWST MWST MWST MWST MWST MWST MWST IBRR IBRR IBRR IBRR IBRR IBRR IBRR J1AG J1AG J1AG J1AG J1AG IBRX IBRX IBRX IBRX IBRX DIBR DIBR DIBR BRCO BRCO BRCO ISS1 ISS1 ISS1 ISS1 ISS1 CalTy A A A A A A A C A C A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A C A A A A A CdCat D D 1 D D D D D D D D D D 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 CCl A D D D D D D D D D A D D D D D D D D D D D D D D D D D D D A A W W W W W D D D D D D D D D D D D D D D D RfCTy ICVA RAp V D D D D D D D D D D D D D D D D D D D D D ICMO ICMO ICMO ICMO ICMO ICMO ICMO ICMO ICMO ICMO ICMO ICMO IBRX IBRX IBRX IBRX IBRX V V V V V V V V V V V V V V V V V © SAP AG Page 88 of 117 SAP Best Practices CTyp ISVH ISVN ISVO ISVP ISVR ISVS ISVT BPI1 BPI2 BPIP BW01 BW02 BW11 BW12 BW21 BW22 BW31 BW32 BW41 BW42 BX60 BX61 BX62 BX63 BX64 BX65 BX6A BX6B BX6C BX6D BX6E BX6F BX6O BX70 BX71 BX72 BX7O BX7P BX80 BX81 BX82 BX8O BX8P ZPB0 ZPB1 ZPB2 ZPB3 Name ISS Min WHT at Prov. ISS Rate at Serv. ISS Base at Serv. ISS Law at Serv. ISS Taxloc at Serv. ISS WHT at Serv. ISS Min WHT at Serv. PIS Rate PIS Base PIS Pauta Amount WHT Coll.Code Gen. WHT Rate Gen. WHT Coll.Code PIS WHT Rate PIS WHT Coll.Code COFINS WHT Rate COFINS WHT Coll.Code CSLL WHT Rate CSLL WHT Coll.Code IR WHT Rate IR BR ISS Base Prov BR ISS ExBase Prov BR ISS Amount Prov BR ISS WTAmount Prov BR ISS WT Base Prov BR ISS WT ExBas Prov BR ISS Base Serv BR ISS ExBase Serv BR ISS Amount Serv BR ISS WTAmount Serv BR ISS WT Base Serv BR ISS WT ExBas Serv BR ISS Offset TxIncl BR COFINS Base BR COFINS Excl. Base BR COFINS Amount BR COFINS Off.TxIncl BR COFINS Pauta Amt. BR PIS Base BR PIS Excl. Base BR PIS Amount BR PIS Off.TxIncl BR PIS Pauta Amount Price w/o Taxes Price+ISS Price+PIS+COF Price+ISS+PIS+COF Sales and Distribution: Configuration Guide J27 AcSq ISS1 ISS2 ISS2 ISS2 ISS2 ISS2 ISS2 BRPI BRPI BRPI BRWT BRWT BRWT BRWT BRWT BRWT BRWT BRWT BRWT BRWT CalTy B A A A A A B A A C A A A A A A A A A A B B B B B B B B B B B B B B B B A B B B B A B C C C C CdCat D D D D D D D D D D D D D D D D D D D D 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 D 1 1 1 D 1 H H H H CCl D D D D D D D D D B D D D D D D D D D D A A A A A A A A A A A A A A A D A A A A D A A B B B B RfCTy ISVB ISVC ISVD ISVF ISVG ISVH RAp V V V V V V IBRX IBRR IBRX ICMO V V IBRX IBRR PR00 PR00 PR00 PR00 IBRX ICMO V V © SAP AG Page 89 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 11.5. Calculation Procedure SD:RVABR2 Use 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. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Maintain Pricing Procedure Vendas e distribuição Funções básicas Determinação do preço Controle da determinação de preço Definir e atribuir esquemas de cálculoAtualizar Esquemas de Cálculo de Custos /SMB41/VV_T683_VA_B417_J04 Menu IMG BC Set 2. On the Change View “Procedures”: Overview Choose New Entry and enter the following data: Step Cntr CTyp 7 10 10 10 10 40 40 40 40 1 2 3 4 1 2 3 4 VA00 ZPB0 ZPB1 ZPB2 ZPB3 RA00 RB00 RC00 RD00 Description Variant Price Price w/o Taxes Price+ISS Price+PIS+COF Price+ISS+PIS+COF % Discount from Net Discount (Value) Quantity Discount Weight Discount From To Man. Reqt SubTo Stat AltCTy AltCBV ActKy 11.6. Assign Condition Types to Internal Codes for Tax Conditions In this IMG activity, you can assign condition types to internal codes for tax conditions. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Financial Accounting Financial Accounting Global Settings Tax on Sales/Purchases Basic Settings Brazil Condition- © SAP AG Page 90 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Based Tax Calculation Assign Condition Types to Internal Codes for Tax Conditions Contabilidade financeiraConfiguração contabilidade financeiraIVABrasilCálculo de imposto baseado em condiçõesAtribuir tipos de condições a códs.internos para condições de impostos /SMB41/J_1BTXCOND_B406_J04 Menu IMG BC Set 2. On the Change View Map “Internal Codes for Tax Conditions to Conditon Types”: Overview make the following entries: Internal TC Code CALCULATE_INCL_2ND CALCULATE_TAX COFINSBASE COFINSPAUTA COFINSRATE ICMSBASE ICMSCOMPBASE ICMSCOMPEXEMPT ICMSCONV100 ICMSCUSTEXEMPT ICMSFREIGHT ICMSLAW ICMSNULLEXEMPT ICMSOTHER ICMSRATE ICMSRATE_INTRA ICMSSUBTRIB IPIBASE IPICUSTEXEMPT IPILAW IPINULLEXEMPT IPIOTHER IPIPAUTA IPIRATE ISSBASE_PR ISSBASE_SE ISSLAW_PR ISSLAW_SE ISSMINVALWT_PR ISSMINVALWT_SE ISSRATE ISSRATE_PR ISSRATE_SE ISSTAXRELLOC_PR ISSTAXRELLOC_SE ISSWITHHOLD_PR ISSWITHHOLD_SE NF_COFINS_AMOUNT NF_COFINS_BASE Application V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V Condition Type IBRX ICMI BCO2 BCOP BCO1 ICBS ICCB ICCX I100 ICXC ICFR ICLW IC0X ICOB ICVA ISIC ISTD IPBS IPXC IPLW IP0X IPOB IPIP IPVA ISVC ISVO ISVD ISVP ISVH ISVT ISVA ISVB ISVN ISVF ISVR ISVG ISVS BX72 BX70 © SAP AG Page 91 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Condition Type BX71 BX7O BX7P BX13 BX11 BX15 BX14 BX10 BX12 BX16 BXZF BX23 BX21 BX20 BX22 BX25 BX24 BXPA BX51 BX62 BX6C BX50 BX61 BX6B BX60 BX6A BX6O BX63 BX6D BX65 BX6F BX64 BX6E BX82 BX80 BX81 BX8O BX8P BX41 BX40 BX44 BX43 BX42 BPI2 BPIP BPI1 ISTB IST2 ISTF ISTC ISTN ISTM Internal TC Code NF_COFINS_EBAS NF_COFINS_OFFSET NF_COFINS_PAUTA_RATE NF_ICMS_AMOUNT NF_ICMS_EBAS NF_ICMS_FREIGHT_AMOUNT NF_ICMS_FREIGHT_BASE NF_ICMS_NBAS NF_ICMS_OBAS NF_ICMS_RATE NF_ICMS_ZONAFRANCA NF_IPI_AMOUNT NF_IPI_EBAS NF_IPI_NBAS NF_IPI_OBAS NF_IPI_OFFSET_AMOUNT NF_IPI_OFFSET_BASE NF_IPI_PAUTA_RATE NF_ISS_AMOUNT NF_ISS_AMOUNT_PROV NF_ISS_AMOUNT_SERV NF_ISS_BASE NF_ISS_EBAS_PROV NF_ISS_EBAS_SERV NF_ISS_NBAS_PROV NF_ISS_NBAS_SERV NF_ISS_OFFSETS NF_ISS_WTAMOUNT_PROV NF_ISS_WTAMOUNT_SERV NF_ISS_WT_EBAS_PROV NF_ISS_WT_EBAS_SERV NF_ISS_WT_NBAS_PROV NF_ISS_WT_NBAS_SERV NF_PIS_AMOUNT NF_PIS_BASE NF_PIS_EBAS NF_PIS_OFFSET NF_PIS_PAUTA_RATE NF_SUBTRIB_AMOUNT NF_SUBTRIB_BASE NF_SUBTRIB_NFRATE NF_SUB_FREIGHT_AMOUNT NF_SUB_FREIGHT_BASE PISBASE PISPAUTA PISRATE SUBTRIBBASE1 SUBTRIBBASE2 SUBTRIBFIXPRICE SUBTRIBICMS SUBTRIBMINFACTOR SUBTRIBMINPRICE Application V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V © SAP AG Page 92 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Condition Type ISTS ISTI ISTT DIZF DCOF DICM DICF DISI DIPI DISS DPIS DSUB DSUF DWHT BW21 BW31 BW01 BW41 BW11 BW22 BW32 BW02 BW42 BW12 Internal TC Code SUBTRIBSURCHARGE SUBTRIBSURCHIN SUBTRIBSURTYPE TAXFREEREGION TXSDCCOFINS TXSDCICMS TXSDCICMSFREIGHT TXSDCINDUS TXSDCIPI TXSDCISS TXSDCPIS TXSDCSUBTRIB TXSDCSUBTRIBFREIGHT TXSDCWHT WHTCOLL_COFINS WHTCOLL_CSLL WHTCOLL_GEN WHTCOLL_IR WHTCOLL_PIS WHTRATE_COFINS WHTRATE_CSLL WHTRATE_GEN WHTRATE_IR WHTRATE_PIS Application V V V V V V V V V V V V V V V V V V V V V V V V 11.7. Assign Condition Tables to Tax Tables Use In this IMG activity, you assign condition tables to Brazilian tax tables. Procedure 1. Access the activity using one of the following navigation options: IMG Menu (EN) Financial Accounting Financial Accounting Global Settings Tax on Sales/Purchases Basic Settings Brazil Condition-Based Tax Calculation Assign Condition Tables to Tax Tables Contabilidade financeiraConfiguração contabilidade financeiraIVABrasilCálculo de imposto baseado em condiçõesAtribuir tabelas de controle a tabelas de impostos /SMB41/J_1BVIEWMAP_B407_J04 IMG Menu (PT) BC Set 2. On the Change View “ Map Tax rate tables to Condition Tables”: Overview make the following entries: Tax Cond. Table Name Group Table J_1BTAXCODEV 0 3 J_1BTREGX 0 394 © SAP AG Page 93 of 117 SAP Best Practices Tax Group 0 0 15 89 0 0 0 15 89 0 0 15 89 0 15 89 15 89 0 0 0 15 89 15 89 Cond. Table 349 346 346 346 392 382 382 382 382 346 346 346 346 121 601 601 346 346 291 348 348 348 348 346 346 Sales and Distribution: Configuration Guide J27 Table Name J_1BTXCI1 J_1BTXCOF J_1BTXCOF J_1BTXCOF J_1BTXDEF J_1BTXIC1 J_1BTXIC2 J_1BTXIC3 J_1BTXIC3 J_1BTXIP1 J_1BTXIP2 J_1BTXIP3 J_1BTXIP3 J_1BTXIS1 J_1BTXISS J_1BTXISS J_1BTXPIS J_1BTXPIS J_1BTXSDC J_1BTXST1 J_1BTXST2 J_1BTXST3 J_1BTXST3 J_1BTXWITH J_1BTXWITH 11.8. Define And Assign Pricing Procedure Use 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. Procedure 2. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Maintain Pricing Procedure Vendas e distribuição Funções básicas Determinação do preço Controle da determinação de preço Definir e atribuir esquemas de cálculoAtualizar Esquemas de Cálculo de Custos /SMB41/VV_T683_VA_B408_J04 Menu IMG BC Set 3. On the Change View “Procedures”: Overview Choose New Entry and enter the following data: © SAP AG Page 94 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Step Cntr CTyp Description From To Man. Reqt SubTo Stat AltCTy AltCBV ActKy 001 007 008 010 010 010 010 045 50 50 50 50 00 00 00 01 02 03 04 00 0 1 2 3 VA00 EK01 ZPB0 ZPB1 ZPB2 ZPB3 RA01 RA00 RC00 RB00 Variant Price Actual Costs Price w/o Taxes Price+ISS Price+PIS+COF Price+ISS+PIS+COF % Disc.from Gross % Discount from Net Quantity Discount 000 000 000 000 000 000 000 000 8 8 8 8 000 000 000 X 000 000 000 000 000 000 000 000 000 000 002 002 B 002 002 002 002 000 002 002 002 002 X 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 ERS ERS ERS ERS Discount (Value) 199 200 201 202 203 204 205 206 207 208 209 210 220 221 230 240 241 242 243 244 245 246 247 250 251 252 253 255 256 257 258 260 265 266 267 268 270 271 272 273 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 000 Devido ICMS 000 ICMS Tax Rate 000 ICMS Tax Base 000 BR: ICMS other base 000 BR: ICMS 0 excempt 000 BR: ICMS 000 Convenio100 ICLW BR: ICMS Law 000 ISIC ICMS SF = ST 000 ISTD ICMS Rate S.T. spec. 000 ICXC 000 DIZF 000 DICF 000 ICFR BR: ICMS on freight 000 DISI Devido ICMS s/IPI 000 DIPI BR: Devido IPI 000 IPVA IPI Tax Rate 000 IPBS IPI Tax Base 000 IPOB BR: IPI other base 000 IPIP BR: IPI Pauta 000 IP0X BR: IPI 0 excempt 000 IPLW BR: IPI Law 000 IPXC 000 DCOF COFINS Due 000 BCO1 COFINS Rate 000 BCO2 COFINS Base 000 BCOP COFINS Pauta 000 Amount DPIS PIS Due 000 BPI1 PIS Rate 000 BPI2 PIS Base 000 BPIP PIS Pauta Amount 000 DISS Devido ISS 000 ISS New 2004 001 ISVB ISS Rate at Provider 000 ISVC ISS Base at Provider 000 ISVD ISS Law at Provider 000 ISVF ISS Taxloc at Prov. 000 ISVG ISS WHT at Prov. 000 ISVH ISS Min.WHT at Prov. 000 ISVN ISS Rate at Service 000 DICM ICVA ICBS ICOB IC0X I100 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 X X X X X X X X 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 X X X X X X 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 000 160 160 160 000 160 000 160 160 160 160 160 160 160 © SAP AG Page 95 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Step Cntr CTyp Description From To Man. Reqt SubTo Stat AltCTy AltCBV ActKy 274 275 277 278 279 280 281 282 283 284 285 286 287 288 289 290 300 310 320 321 322 325 329 400 599 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 ISVO ISVP ISVR ISVS ISVT DSUB ISTS ISTT ISTM ISTF ISTB IST2 ISTC ISTN ISTI DSUF ICMI 000 000 000 000 000 000 Brazil S.T. surcharg 000 BR: Sub.Trib SurType 000 BR: Sub.Trib MinPric 000 BR: Sub.Trib FixPric 000 Brazil S.T. red. bas 000 BR: Sub.Trib Base 2 000 S.T. ICMS BasRed 000 Subtrib.Minpr.Factor 000 S.T. Minp.Bef.Surch. 000 000 Price+Tax (for NF) 000 001 K004 Material 000 K007 Customer Discount 000 K005 Customer/Material 000 YG31 Product Discount 000 Customer/Material 320 KF00 Freight 000 Down Pay./Settlement 000 AZWR IBRX Brazil Tax Calc. 300 BX10 BR ICMS Normal 000 Base BX11 BR ICMS Exclude 000 Base BX12 BR ICMS Other Base 000 BX13 BR ICMS Amount 000 BXZF 000 BX14 BR ICMS Freight 000 Base BX15 BRICMS Freight 000 Amnt. BX16 BR ICMS Rate 000 BX20 BR IPI Normal Base 000 BX21 BR IPI Exclude Base 000 BX22 BR IPI Other Base 000 BX23 BR IPI Amount 000 BX24 BR IPI Offset Base 000 BX25 BR IPI Offset Amount 000 BX40 BR SubTrib Base 000 BX41 BR SubTrib Amount 000 BX42 BR SubTrib Fr. Base 000 BX43 BR SubTrib Fr. Amnt 000 BX44 BRSubTrib NF Rate 000 BX50 BR ISS Base 000 BXPA 000 BX60 BR ISS Base Prov. 000 BX61 BR ISS ExBase Prov. 000 BX64 BR ISS WT Base Prov000 BX65 BR ISS WT 000 ExBaseProv ISS Base at Service ISS Law at Service ISS Law at Service ISS Law at Service ISS Law at Service 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 328 000 000 598 000 000 000 000 000 X 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 002 000 002 002 002 002 000 002 002 000 000 000 000 000 1 000 1 000 000 1 000 000 000 000 000 1 000 000 000 000 000 000 000 000 000 1 000 000 000 000 X X X X X X X X X X X X X X X X X X X X X X X 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 320 000 000 000 000 000 000 000 48 320 320 320 320 320 320 320 320 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 160 002 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 ERL ERS ERS ERS YG1 ERF 600 00 610 00 612 00 614 616 617 618 00 00 00 00 MW2 MWS MW3 620 00 622 624 626 628 630 632 634 636 638 640 642 644 646 650 652 653 654 655 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 X X X X X X X X X X X X X X 320 320 320 320 320 320 320 320 320 320 320 320 320 320 320 320 320 320 MW1 MW3 MW3 MW1 © SAP AG Page 96 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Step Cntr CTyp Description From To Man. Reqt SubTo Stat AltCTy AltCBV ActKy 656 657 658 659 00 00 00 00 BX6A BX6B BX6E BX6F 660 00 661 00 662 00 663 00 664 00 665 666 667 668 669 672 675 677 679 680 683 700 702 704 706 708 710 712 714 715 715 715 715 715 715 715 715 719 720 740 750 800 810 899 900 901 902 903 904 905 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 01 02 03 04 05 06 07 08 00 00 00 00 00 00 00 00 00 00 00 00 00 BR ISS Base Serv 000 BR ISS ExBase Serv 000 BR ISS WT Base Serv000 BR ISS WT 000 ExBaseServ BX51 BR ISS Amount 000 BX62 BR ISS Amount Prov. 000 BX63 BR ISS WTAmount 000 Prov BX6C BR ISS Amount Serv 000 BX6D BR ISS WTAmount 000 Serv BX6O BR ISS Offset TxIncl 660 BX70 BR COFINS Base 000 BX71 BR COFINS ExclBase 000 BX72 BR COFINS Amount 000 BX7P BR COFINS 000 PautaAmnt BX7O BR COFINS OffTxIncl 668 BX80 BR PIS Base 000 BX81 BR PIS Excl.Base 000 BX82 BR PIS Amount 000 BX8P BR PIS Pauta Amount 000 BX8O BR PIS Off.TxIncl 679 *** Tax Code 001 Conditions *** IPI3 IPI from SD 001 ICM3 ICMS from SD 001 ICS3 Sub.Trib. from SD 001 ISS3 ISS from SD 001 ICZF ICMS Rev (Z.F.)-STO 001 IFR3 ICMS on freight SD 001 IFS3 ICMS ST freight Out 001 ISSA ISS at Provider 001 ISSB ISS WHT at Provider 001 ISSC ISS WHT Off. Prov. 001 ISSD ISS WHT Again Prov. 001 ISSE ISS at Serv. Loc. 001 ISSF ISS WHT at Serv.Loc. 001 ISSG ISS WHT Off. SrvLoc 001 ISSH ISS WHT Again 001 SrvLoc ToTal Tax 702 ICMO ICMS offset 616 DIFF Rounding Off 000 000 SKTO Cash Discount 000 VPRS Internal price 000 WITHHOLDING 001 TAXES ON GROSS WGEC 000 WPIC 000 WCOC 000 WCSC 000 WIRC 000 DWHT WHT Due 000 000 000 000 000 000 000 000 000 000 664 000 000 000 000 668 000 000 000 000 679 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 718 000 000 000 000 000 000 000 000 000 000 000 000 X X X X X X X X X X X X X X X 000 000 000 000 000 1 000 1 000 1 000 1 000 1 000 1 000 000 000 1 000 000 1 000 000 000 1 000 000 1 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 013 000 009 004 B 000 000 000 000 000 000 000 X X X X 320 320 320 320 320 320 320 320 320 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 004 000 011 000 000 000 000 000 000 000 160 BRI ERS MW4 MW4 MW4 WK3 WK3 BRI COF ERL PIS ERL X X X X X X 000 320 320 320 320 000 320 320 320 320 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 016 004 000 000 000 000 000 000 000 000 000 X X X X X X X X X X X X X X X X X X X X X X X X © SAP AG Page 97 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Step Cntr CTyp Description From To Man. Reqt SubTo Stat AltCTy AltCBV ActKy 910 915 916 920 921 925 926 930 931 935 936 960 965 970 00 00 00 00 00 00 00 00 00 00 00 00 00 00 BXWT BW01 BW02 BW11 BW12 BW21 BW22 BW31 BW32 BW41 BW42 BGEZ BPSZ BCOZ BCSZ BIRZ BI00 975 00 980 00 999 00 WHT Coll. Code Gen. WHT Rate Gen. WHT Coll.Code PIS WHT Rate PIS WHT Coll.Code COFINS WHT Rate COFINS WHT Coll.Code CSLL WHT Rate CSLL WHT Coll.Code IR WHT Rate IR BR General WHT Off BR PIS WHT OFFset BR COFINS WHT Offset BR CSLL WHT OFFset BR IR WHT OFFset Dummy Non-Statistic. 000 000 000 000 000 000 000 001 000 001 000 916 921 926 931 936 001 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 X 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 X X X X X X 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 005 005 005 005 005 005 005 000 005 000 005 164 164 164 164 164 000 WG3 WP3 WC3 WS3 WI3 WG4 WP4 WC4 WS4 WI4 X 000 000 11.9. Assign Condition Type to Withholding Tax Type Use You only need to carry out the following activity if you are implementing FI together with SD. Assign the corresponding withholding tax condition types to all withholding tax types. Procedure 1. Access the activity using one of the following navigation options: Financial Accounting Financial Accounting Global Settings Withholding Tax Extended Withholding Tax Calculation Withholding Tax Type Assign Condition Type to Withholding Tax Type Contabilidade financeiraConfiguração contabilidade financeiraIVABrasilCálculo de imposto baseado em condiçõesAtribuir tabelas de controle a tabelas de impostos /SMB41/V_T059PK_B409_J04 IMG Menu Menu IMG BC Set Country Key = BR On the Change View “ Withholding tax types: condition type”: Overview make the following entries: WHT Type CP PP SP Condition Type ICW4 IPW4 ISW4 © SAP AG Page 98 of 117 SAP Best Practices WHT Type RP GP Condition Type IRW4 IGW4 Sales and Distribution: Configuration Guide J27 11.10. Tax Codes SD Use In this IMG activity, you maintain special tax codes for Brazilian tax processing in Sales and Distribution (SD). When you enter a sales order, you need to enter the SD tax code per line item, which the system uses to determine which taxes are to be calculated using which calculation rules. Procedure 1.Access the activity using one of the following navigation options: IMG Menu Financial Accounting Financial Accounting Basic Settings Tax on Sales/Purchases Calculation Settings for Tax Calculation in Brazil Define SD Tax Codes Contabilidade financeira (novo) Configurações globais contabilidade financeira (novo) IVA Cálculo Opções para cálculo de impostos no Brasil Definir código de imposto SD /SMB41/J_1BTXSDCV_B410_J04 Menu IMG BC Set Country Key = BR On the Change View “SD: Tax Codes”: Overview make the following entries: Tax Code B1 C0 C1 C2 C3 C4 C5 CT I0 I1 I2 I3 I4 I5 I9 Description Stock Transfer for sub. trib. Consumption: No Tax Consumption: ICMS Consumption: ICMS+S.T.+ICMS Compl. Consumption:ICMS+IPI Consumption:ICMS+IPI+S.T. Consumption:IPI Stock Transfer for consumption Industrialization:No Tax Industrialization:ICMS Industrialization: ICMS + S.T. Industrialization:ICMS+IPI Industrialization: ICMS + IPI + S.T. Industrialization:IPI Services On the Change View “SD: Tax Codes”:Details make the following entries: © SAP AG Page 99 of 117 SAP Best Practices Calc Sub Trib X Sales and Distribution: Configuration Guide J27 Calc ICMS on frei Calc ST on frei Tax Code B1 Ind Cons X Calc ICMS X Calc IPI X Calc ISS Calc PIS Calc COFINS Calc WHT ICMSexempt IPI exempt © SAP AG Page 100 of 117 SAP Best Practices Calc Sub Trib Sales and Distribution: Configuration Guide J27 Calc ICMS on frei Calc ST on frei Tax Code C0 C1 C2 C3 C4 C5 CT I0 I1 I2 I3 I4 I5 I9 Ind Cons X X X X X X X Calc ICMS Calc IPI Calc ISS Calc PIS Calc COFINS Calc WHT ICMSexempt IPI exempt 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 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 X X X X X X X X X X X 11.11. Tax Codes MM/FI Use In this IMG activity, you maintain the tax codes used for calculating Brazilian taxes in Financial Accounting (FI) and Materials Management (MM). Procedure 1. Access the activity using one of the following navigation options: IMG Menu Financial Accounting (New) Financial Accounting Basic Settings (New) Tax on Sales/Purchases Calculation Settings for Tax Calculation in Brazil Define FI/MM Tax Codes Contabilidade financeira (novo) Configurações globais contabilidade financeira (novo) IVA Cálculo Opções para cálculo de impostos no Brasil Definir código de imposto FI/MM /SMB41/J_1BTAXCODEV_B415_J04 Menu IMG BC Set On the Determine Work Area:Entry screen entry the value TAXBRA On the Change View “ MaintainTax Codes”: Overview make the following entries Tax Code A1 A3 C0 C1 C2 C3 Servi ce ICMS Text IC0 IC0 IC4 IC0 IC0 IC0 IPI Text IP1 IP0 IP1 IP1 IP1 IP0 ICMS ex. IPI ex. TC at GR I1 I3 SD TC I1 I3 Description Out. Indust.: ICMS Out. Indust.: ICMS + IPI In. Cons.: No tax In. Cons.: ICMS + CompICMS In. Consumption: ICMS + CompICMS + S.T. In. Cons.: ICMS + CompICMS + IPI Typ Outp. Tax Outp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Usage Prod./Sales Prod./Sales Consumpt. Consumpt. Consumpt. Consumpt. © SAP AG Page 101 of 117 SAP Best Practices In. Cons.: ICMS + CompICMS + S.T. + IPI In. Cons.: IPI In. Indust.: No tax In. Indust.: ICMS In. Indust.: ICMS + S.T. In. Indust.: ICMS + IPI In. Indust.: ICMS + S.T. + IPI In. Indust.: IPI In. Indust.: ICMS + IPI: Reselling In. Indust.: ICMS + S.T. + IPI: Reselling In. ISS Output SD tax: No tax Output SD tax: ICMS/IPI/Sub.Trib. Output SD: Tax exempt transactions Output SD tax: ISS Output SD tax: ICMS Zona Franca Industrialization: Only ICMS-PIS/COFINS deductible Industrialization: ICMS/IPI/PIS/COFINS deductible Industrialization: ICMSPIS/COFINS non deductible Industrialization: ICMS/IPI/PIS/COFINS deduct Sales and Distribution: Configuration Guide J27 C4 C5 I0 I1 I2 I3 I4 I5 I6 I7 I9 S0 SD SE SI SZ Y1 Y3 Z1 Z3 Inp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Outp. Tax Outp. Tax Outp. Tax Outp. Tax Outp. Tax Inp. Tax Inp. Tax Inp. Tax Inp. Tax Consumpt. Consumpt. Prod./Sales Prod./Sales Prod./Sales Prod./Sales Prod./Sales Prod./Sales Prod./Sales Prod./Sales X Prod./Sales Prod./Sales Prod./Sales IC0 IC4 IC4 IC0 IC1 IC0 IC1 IC4 IC0 IC0 ISS IC4 IC1 IC4 ISS IC1 IC0 IC0 IC0 IC0 IP0 IP2 IP1 IP1 IP1 IP0 IP1 IP0 IP0 IP0 ISS IP1 IP0 IP1 ISS IP0 IP1 IP0 IP1 IP0 Prod./Sales Prod./Sales Prod./Sales Prod./Sales Prod./Sales 11.12. Define Official Collection Codes Use In this IMG activity, you define official collection codes for calculating withholding tax in Brazil. Procedure 2. Access the activity using one of the following navigation options: IMG Menu Financial Accounting Financial Accounting Global Settings Withholding Tax Extended Withholding Tax Calculation Brazil Define Official Collection Codes Contabilidade financeira Configuração contabilidade financeira Imposto retido na fonte (IRF) Imposto retido na fonte ampliado Cálculo Brasil Definir chaves de cobrança oficiais /SMB41/V_T059Z_WITHCD2_B411_J04 Menu IMG BC Set © SAP AG Page 102 of 117 SAP Best Practices Country Key = BR Sales and Distribution: Configuration Guide J27 On the Change View “ Define Withholding Tax Key”: Overview make the following entries: Official code 5952 5960 5979 5987 6228 6230 6243 6256 Description PIS / COFINS / CSLL 4,65% COFINS 3,00% PIS 0,65% CSLL 1,00% CSLL PIS COFINS IR 11.13. Map SD Tax Values to Nota Fiscal Fields Use In this IMG activity, you map SD tax values to nota fiscal fields. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Financial Accounting Financial Accounting Global Settings Tax on Sales/Purchases Basic Settings Brazil Condition-Based Tax Calculation Map SD Tax Values to Nota Fiscal Fields Contabilidade financeiraConfiguração contabilidade financeiraIVAConfigurações globaisBrasilCálculo de imposto baseado em condiçõesMapear valores fiscais SD para campos da Nota Fiscal /SMB41/J_1BNFTXCONDV_B412_J04 Menu IMG BC Set 2. Usage = A, Application = V and Pricing Procedure = RVABRA 3. On the Change View “ SD Tax Conditions in Nota Fiscal fields”: Overview make the following entries: TxTy Tax Rate Map Pauta Rate BX7P Map Tax Map Total Amount Base 0 0 0 0 0 BX72 BW22 BW32 BW02 BW42 BX82 BW12 0 0 0 0 0 0 0 BX70 BXWT BXWT BXWT BXWT BX80 BXWT Map Tax Base 0 0 0 0 0 0 0 BX70 Map Ex. Base 0 Map Other Base 0 0 0 0 0 0 0 Map WHT Code 0 0 0 0 0 0 0 BW11 BW21 BW31 BW01 BW41 ICON BCO1 1 ICOW BW22 1 ICSW BW32 1 IGEW BW02 1 IIRW BW42 1 IPSN BPI1 1 BXWT 0 BXWT 0 BXWT 0 BXWT 0 BX80 0 BX8P 0 0 IPSW BW12 1 BXWT 0 © SAP AG Page 103 of 117 SAP Best Practices ISSA ISVB ISSB ISVB ISSE ISVN ISSF ISVN ICM3 BX16 ICS3 BX44 ICZF BX16 IFR3 BX16 IFS3 IPI3 BX44 IPVA 1 1 1 1 0 0 0 0 0 1 1 BXPA 0 0 0 0 0 0 0 0 0 0 0 BX62 BX63 BX6C BX6D BX13 BX41 BXZF BX15 BX43 BX23 BX51 0 0 0 0 0 0 0 0 0 0 0 Sales and Distribution: Configuration Guide J27 BX60 BX64 BX6A BX6E BX10 BX40 0 0 0 0 0 0 0 BX14 BX42 BX20 BX50 0 0 0 0 BX14 BX42 BX20 BX50 BX60 BX64 BX6A BX6E BX10 BX40 0 0 0 0 0 0 0 0 0 0 0 BX21 BX11 BX61 BX65 BX6B BX6F BX11 0 0 0 0 0 0 0 0 0 0 0 BX22 BX12 BX12 0 0 0 0 0 0 0 0 0 0 0 ISS3 ISVA 11.14. Special Conditions for Pricing Use In this IMG activity, you maintain special pricing conditions for use in Sales and Distribution (SD). Procedure 1. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution Billing Billing Documents Countryspecific Features Country-specific Features for Brazil Special Conditions For Pricing Faturamento Documentos de faturamento Características especiais do país Propriedades específicas de país – Brasil Condições especiais de determinação de preço /SMB41/J_1BSDKONV_B413_J04 Menu IMG BC Set 2. Usage = A, Application = V and Pricing Procedure = RVABRA 3. On the Change View “ SD AmountTransfer from pricing to Notas Fiscais”: Overview make the following entries: Cond Type BXZF ICMI K004 K005 NF Value 1 Discount 5 Value and Price 1 Discount 1 Discount X X IPI excl ST Mod. ST freight © SAP AG Page 104 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Cond Type K007 KF00 NF Value 1 Discount 2 Freight IPI excl X X ST Mod. ST freight + ST base X 11.15. Define Sequence for Tax Law Determination Use Here you can define what is the access sequence for Tax Laws. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: IMG Menu Financial Accounting Financial Accounting Global Settings Tax on Sales/Purchases Basic Settings Brazil Define Sequence for SD Tax Law Determination Contabilidade financeira (novo) Configurações globais contabilidade financeira (novo) IVA Configs.globais Brasil Definir seqüência da determinação da lei tributária SD /SMB41/J_1BTXLAWSEQ_B414_J04 Menu IMG BC Set 2. On screen Change View “Sequence for tax law determination” , make the following entries: Sequência na det. Lei fiscal 1 2 3 Fonte para determinação lei fiscal 0 Tax Exception Tables 1 Item Category Table 2 Customer Master 11.16. Define Wich Taxes are included in SD Price Conditions Use In this IMG activity, you define which taxes are included in which prices. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: IMG Menu Financial Accounting Financial Accounting Global Settings Tax on Sales/Purchases Basic Settings Brazil Define wich taxes © SAP AG Page 105 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 are included in SD price conditions Contabilidade financeira (novo) Configurações globais contabilidade financeira (novo) IVA Configs.globais Brasil Define quais impostos estão contidos em condições p/determinação preços SD /SMB41/J_1BKONV1_B428_J04 Menu IMG BC Set 2. On screen “Determine Work Area: Entry” , make the following entries: Application = V and Pricing Procedure = RVABRA 3. On screen Change View “Groups of Brazilian Taxes in SD Price Conditions” , make the following entries: C Type ZPB1 ZPB1 ZPB2 ZPB2 ZPB3 ZPB3 ZPB3 ZPB3 Group ISSP ISSS COFI PIS COFI ISSP ISSS PIS 12. Sales Documents Brazilian Localization 12.1. Assign Output Determination Procedures Use In this menu option, assign output determination procedures to the documents. You may also specify an output type which is to be displayed when the relevant document is displayed or changed. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition Technique Maintain Output Determination for Sales Documents Assign Output Determination Procedures Vendas e distribuição Funções básicas Controle de mensagens Determinação de mensagens Determinação de mensagem via técnica de condições Atualizar determinação de mensagens para docs.vendas Atribuir esquema de mensagem /SMB41/V_TVAK_NAC_B661_J04 IMG Menu Menu IMG BC-Set 2. On screen Change View “Sales Document Types – Output Determination”:Overview, make the following entries: © SAP AG Page 106 of 117 SAP Best Practices Doc Type COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR Output Proced V07000 V10000 Sales and Distribution: Configuration Guide J27 Output Type LP00 BA00 Application V1 V1 V1 V1 V1 V1 V1 V1 V1 V1 V1 V1 V1 V1 V1 V10000 V10000 V10000 V10000 V10000 V10000 V10000 BA00 BA00 BA00 BA00 BA00 BA00 BA00 V10000 V10000 V10000 BA00 BA00 BA00 12.2. Define and Assign Account Keys Use You define your account keys in this menu option and allocate them to the condition types in the pricing procedures. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: IMG Menu Sales and Distribution Basic Functions Account Assignment/Costing Revenue Account Determination Define And Assign Account Keys Vendas e Distribuição → Funções Básicas → Class.contábil/cálculo de custos → Det.conta de receita → Definir e atribuir chave de conta /SMB41/VV_T687_V1_B015_J04 Menu IMG BC Set 2. Choose Definir chave de conta. 3. On screen Change View “Account Key“: Overview, make the following entries: Chave de Conta YCF YPS ZDV Denominação Provisões Cofins Provisões PIS Devolução © SAP AG Page 107 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 12.3. Assign Document Procedure for Product Proposal to Sales Document Use In this IMG activity, you assign the document determination procedure for the product proposal to the individual sales document types. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Basic Functions Dynamic Product Proposal Assign Document Procedure for Product Proposal to Sales Document Types Vendas e distribuição Funções básicas Proposta de produto dinâmica Atribuir esq.documentos p/prop.prod. aos tipos de documentos de vendas /SMB41/V_TVAK_PV0_B239_J04 Menu IMG BC Set 2. On the Modificar visão “Documentos de vendas: tipos – proposta de produto” screen, choose Entradas novas and enter the following data: TpDV ORB Denominação Standard Order BRA EsDocPp A 12.4. Define Industry Sector for Customers Use In this menu option, you define the industry sectors a customer can belong to. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu Menu IMG BC Set SPRO Sales and Distribution Master Data Business Partners Customers Marketing Define Industry Sector For Customers Vendas e distribuição Dados mestre Parceiro negócios Clientes Marketing Definir setor industrial do cliente /SMB41/V_T016_B596_J04 2. On the Change View “Industry Keys”: Overview, choose New Entries and enter the following data: Industry 1 Description Wholesale © SAP AG Page 108 of 117 SAP Best Practices 2 3 Retail Industry Sales and Distribution: Configuration Guide J27 12.5. Define Shipping Conditions by Sales Document Type Use In this menu option, you can specify a shipping condition for individual sales document types. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Shipping Conditions by Sales Document Type Logistics Execution Expedição Bases Determinação de local de expedição/dpto.entrada mercadorias Definir condição de expedição por tipo documento de vendas /SMB41/V_TVAK_VB_B214_J04 Menu IMG BC Set 2. On the Change View “Sales Document Types – Shipping Conditions”: Overview, choose New Entries and enter the following data: Doc Type BV COB CRB CXB DLB DRB DXB KBB KEB LAB ORB RCM RCS REB ROB VDOR VEF VEFR Shipping Conditions 2 1 © SAP AG Page 109 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 12.6. Pricing Procedures: Determination in Sales Docs. RVABRA Use 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. Procedure 1. Access the activity by the following navigation and note the corresponding BC-Set: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Contracts Value Contract Define And Assign Pricing Procedure For Value Contract Vendas e distribuição VendaDocumentos de vendasContratosContrato em valorDefinir e ordenar esquema de cálculo para contrato em valor /SMB41/V_T683V_B535_J04 Menu IMG BC Set 2. Choose the Assing Pricing Procedure option. 3. On the Change View “Pricing Procedure:Determination in Sales Docs”: Overview, enter the following data: Sales Organ BP01 BP01 BP01 BP01 Distr Chanel 01 01 02 02 Division 01 01 01 01 Doc Pric Proc A A A A Customer Pric Proc 1 2 1 2 Pricing Proced RVABRA RVABRA RVABRA RVABRA Condition ZPB0 ZPB0 ZPB0 ZPB0 12.7. Assign G/L Accounts Use In this menu option, you allocate G/L accounts for revenue account determination. You have to make the allocation for every access sequence you have defined beforehand. © SAP AG Page 110 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Procedure 1. 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 Assign G/L Accounts Vendas e distribuição Funções básicas Class.contábil/cálculo de custos Determinação da conta de receita Atribuir contas do Razão /SMB41/C002_B008_J04 Menu IMG BC Set 2. On the Change View “Assign G/L Accounts” Overview make the following entries: C001 - Cust.Grp/MaterialGrp/AcctKey Chart Cond of Sales Applic Type Acc Org V KOFI 0050 BP01 V KOFI 0005 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFI 0050 BP01 V KOFK 0050 BP01 V KOFK 0050 BP01 V KOFK 0050 BP01 V KOFK 0050 BP01 V KOFK 0050 BP01 V KOFK 0050 BP01 C002 - Cust.Grp/Account Key Cond Type KOFI KOFI KOFI KOFI KOFK KOFK KOFK Chart of Acc 0050 0050 0050 0050 0050 0050 0050 Sales Org BP01 BP01 BP01 BP01 BP01 BP01 BP01 Cust Acc Group 01 01 02 02 01 01 02 Accoun t Key ERL ERS ERL ERS ERL ERS ERL G/L Accoun t 311000 431101 311000 431101 311000 312000 311000 G/L Account Cust Acc Group 01 01 01 01 01 01 02 02 02 02 03 03 03 03 01 01 02 02 03 03 Mat Acc Group 01 01 01 02 02 02 01 01 02 02 01 01 02 02 01 02 01 02 01 02 Accoun t Key ERL ERS ZDV ERL ERS ZDV ERL ZDV ERL ZDV ERL ZDV ERL ZDV ERL ERL ERL ERL ERL ERL G/L Accoun t 311000 431101 321000 312000 431101 321000 311000 321000 311000 321000 311000 321000 311000 321000 311000 312000 311000 312000 311000 312000 G/L Account 321000 321000 321000 321000 321000 321000 Applic V V V V V V V © SAP AG Page 111 of 117 SAP Best Practices V KOFK 0050 BP01 02 Sales and Distribution: Configuration Guide J27 ERS 312000 C003 - Material Grp/Acct Key Cond Type KOFI KOFI KOFI KOFI KOFK KOFK KOFK KOFK Chart of Acc 0050 0050 0050 0050 0050 0050 0050 0050 Sales Org BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 Mat Acc Group 01 01 02 02 01 01 02 02 Accoun t Key ERL ERS ERL ERS ERL ERS ERL ERS G/L Accoun t 311000 431101 312000 431101 311000 312000 311000 312000 G/L Account Applic V V V V V V V V C005 - Acct Key Cond Type KOFI KOFI KOFI KOFI KOFI KOFI KOFI KOFK KOFK KOFK KOFK KOFK KOFK KOFK Chart of Acc 0050 0050 0050 0050 0050 0050 0050 0050 0050 0050 0050 0050 0050 0050 Sales Org BP01 BP01 BP01 BP01 BP01 BP0X BP0X BP01 BP01 BP01 BP01 BP01 BP0X BP0X Accoun t Key BRI COF PIS YCF YPS COF PIS BRI COF PIS YCF YPS COF PIS G/L Accoun t 323100 213400 213300 213400 213300 213400 213300 323100 213400 213300 213400 213300 213400 213300 G/L Account 323400 323300 323400 323300 323400 323300 323400 323300 323400 323300 323400 323300 Applic V V V V V V V V V V V V V V 13. Manual Activities 13.1. Maintain specific Tax Type ICMO Use With this activity you will check, and maintain if necessary, the tax type ICMO. Procedure 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu J1BTAX Financial Accounting (New) -> Financial Accounting Basic Settings (New) -> Tax on Sales/Purchases -> Calculation -> Settings for Tax © SAP AG Page 112 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Calculation in Brazil -> Access Tax Manager's Workplace Menu IMG Contabilidade financeira (novo) Configurações globais contabilidade financeira (novo) IVA Cálculo Opções para cálculo de impostos no Brasil Acessar Tax Administration Tool 1. If the "Country" dialog box appears, select "BR". If not, check if BR was already selected for this user (menu Tax Calculation -> Other Country) 2. Select the menu Condition Setup -> Tax Types. 3. On the Change View "Tax Types" : Overview screen check if exist an entry for tax type ICMO (WARNING: this key ends with letter O and not number zero). 4. If the entry exists, select it and press the Delete button (Shift + F2). Save your action (Ctrl + S). 5. On the Prompt for a Workbench request screen, accept the suggested for project activation or create a new one. 13.2. Activation of Tax Codes Use With this step you will activate the Condition Types needed for each Tax Code configured by previous automated customizing. Procedure 4. Access the activity using one of the following navigation options: Transaction Code IMG Menu J1BTAX Financial Accounting (New) -> Financial Accounting Basic Settings (New) -> Tax on Sales/Purchases -> Calculation -> Settings for Tax Calculation in Brazil -> Access Tax Manager's Workplace Contabilidade financeira (novo) Configurações globais contabilidade financeira (novo) IVA Cálculo Opções para cálculo de impostos no Brasil Acessar Tax Administration Tool Menu IMG 2. If the "Country" dialog box appears, select "BR". If not, check if BR was already selected for this user (menu Tax Calculation -> Other Country) 3. On Tax Manager's Workplace screen, press button "Maintain MM Tax codes" (Shift + F4) and select procedure "TAXBRA"; press . 4. Select the Tax code line to maintain (e.g.: A1), press the [$100] button "Maintain Tax code Conditions" (Ctrl + F3). 5. Select the activation flag (first column) for each relevant condition for this Tax code (e.g.: IPI0, ICM3). 6. Go Back (F3) and save (Ctrl + S). 7. Execute the steps 4. to 6. for each Tax code indicated below and respective Condition Types: © SAP AG Page 113 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 Tax code A1 A3 C0 C1 C2 C3 C4 C5 I0 I1 I2 I3 I4 I5 I6 I7 I9 S0 SD SE SI SZ Y1 Y3 Z1 Z3 Cond. Types IPI0, ICM3 IPI3, ICM3 IPI0, ICM0 IPI0, ICM2, ICOP, ICOX IPI0, ICM2, ICS2, ICOP, ICOX IPI2, ICM2, ICOP, ICOX IPI2, ICM2, ICS2, ICOP, ICOX ICM0, IPI2 IPI0, ICM0 IPI0, ICM1 IPI0, ICM1, ICS1 IPI1, IPI4, ICM1 IPI1, IPI4, ICM1, ICS1 ICM0, IPI1, IPI4 ICM1, IPI2 ICM1, ICS1, IPI2 ISS3 IPI0, ICM0 IPI3, ICM3, ICS3 IPI0, ICM0 ISS3 ICM3, ICS3, ICZF IPI0, ICM1, ICOF, IPIS, ICOV, ICOS, ICOU, ICOA, IPSV, IPSS, IPSU, IPSA IPI1, IPI4, ICM1, ICOF, IPIS, ICOV, ICOS, ICOU, ICOA, IPSV, IPSS, IPSU, IPSA IPI0, ICM1, ICON, ICOO, IPSN, IPSO IPI1, IPI4, ICM1, ICON, ICOO, IPSN, IPSO © SAP AG Page 114 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 14. Master Data 14.1. Create Output Tax Record (IBRX) Use The purpose of this activity is to maintain the condition records to determine the TAX Code in sales orders processing. Procedure 1. Access the activity using one of the following navigation options: Transaction Code Vk11 2. Enter IBRX in the condition type field in the Create Condition Records screen. 3. On the Create Brazil Tax Calc. Condition (IBRX) : Fast Entry make the following entries: Cust Mat. Tax Tax Tax Country Class Class Amount Code BR 0 1 0,000 S0 BR 0 2 0,000 S0 BR 1 1 100,000 SD BR 1 2 100,000 SI BR 2 1 100,000 SZ BR 2 2 100,000 SI 14.2. Create Initial Tax Rates 100% Use The purpose of this activity is to maintain the initial condition records for Brazil. Procedure 1. Access the activity using one of the following navigation options: Transaction Code VK15 2. On the Create Condition Records screen make the following entries: Cond. Type ICMO ICSO IPIC IPIO Table 390 390 390 390 Country BR BR BR BR Amount 100100100 100- 3. Note that the entries are is time-independent, meaning they are valid until 01/01/2999, for example. 4. Choose Save. © SAP AG Page 115 of 117 SAP Best Practices 5. Choose Back Sales and Distribution: Configuration Guide J27 14.3. Create Initial Base Rates 100% Use The purpose of this activity is to maintain the initial condition records for Brazil. Procedure 1. Access the activity using one of the following navigation options: Transaction Code VK15 2. On the Create Condition Records screen make the following entries: Cond. Type ICBS IPBS Table 392 392 Country BR BR Amount 100 100 Valid From 01/01/2005 01/01/2005 Valid To 31/12/2999 31/12/2999 3. Choose Save. 4. Choose Back 14.4. Nota Fiscal Condition Records Use The purpose of this activity is to maintain the Nota Fiscal Condition Records for Brazil. Procedure 1. Access the activity using one of the following navigation options: Transaction Code J1BG 2. On the Change Output – Condition Records : Nota Fiscal screen make the following entries, selecting Choose Condition Tables for Output Nota Fiscal key combination. Output Type NF01 NF01 NF01 NF02 NF02 NF02 Company Code BP01 BP01 BP01 BP01 BP01 BP01 Business Place BP01 BP02 BP03 BP01 BP02 BP03 Nota Fiscal Form NF01 NF01 NF01 NF02 NF02 NF02 Output Device LOCL LOCL LOCL LOCL LOCL LOCL Language Key PT PT PT PT PT PT Nr. of messag 1 1 1 1 1 1 Print Immed Release after output 3. Choose Save. 4. Choose Back © SAP AG Page 116 of 117 SAP Best Practices Sales and Distribution: Configuration Guide J27 14.5. Create Initial PIS Tax Rate Use The purpose of this activity is to maintain the condition record for PIS Tax Rate Brazil. Procedure 1. Access the activity using one of the following navigation options: Transaction Code J1BTAX 2. On the Tax Manager’s Work Place screen choose Maintain PIS Values option and entry the values: Country Tax Key Group BR 89 3. On the Change View “Tax Calculation:PIS” Overview screen entry the values: Valid From 01.01.2005 Tax Rate 1,65 Tax Base 100 Valid To 31.12.2999 14.6. Create Initial COFINS Tax Rate Use The purpose of this activity is to maintain the condition record for PIS Tax Rate Brazil. Procedure 1. Access the activity using one of the following navigation options: Transaction Code J1BTAX 2. On the Tax Manager’s Work Place screen choose Maintain COFINS Values option and entry the values: Country Key BR Tax Group 89 3. On the Change View “Tax Calculation:COFINS” Overview screen entry the values: Valid From 01.01.2005 Tax Rate 3,0 Tax Base 100 Valid To 31.12.2999 © SAP AG Page 117 of 117
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