TSCM62

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

SAP ERP Sales and Distribution II -
Part 2

.
.
PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
.
Course Version: 10
Course Duration: 5 Day(s)
Material Number: 50117737
 SAP Copyrights and Trademarks

© 2013 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
For SAP E‐Academy Internal Training Only

software components of other software vendors.

For SAP E‐Academy Internal Training Only

● Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of
Microsoft Corporation.

● IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System
x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer,
z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise
Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5,
POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS,
HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA,
AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or
registered trademarks of IBM Corporation.

● Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

● Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or
registered trademarks of Adobe Systems Incorporated in the United States and/or
other countries.

● Oracle is a registered trademark of Oracle Corporation

● UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

● Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin

are trademarks or registered trademarks of Citrix Systems, Inc.

● HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World
Wide Web Consortium, Massachusetts Institute of Technology.

● Java is a registered trademark of Sun Microsystems, Inc.

● JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for
technology invented and implemented by Netscape.

● SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects

Explorer, StreamWork, and other SAP products and services mentioned herein as well
as their respective logos are trademarks or registered trademarks of SAP AG in
Germany and other countries.

● Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports,
Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and
services mentioned herein as well as their respective logos are trademarks or
registered trademarks of Business Objects Software Ltd. Business Objects is an SAP
company.

● Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase
products and services mentioned herein as well as their respective logos are
trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company.
 All other product and service names mentioned are the trademarks of their respective
companies. Data contained in this document serves informational purposes only. National
product specifications may vary.
These materials are subject to change without notice. These materials are provided by SAP AG
and its affiliated companies ("SAP Group") for informational purposes only, without
representation or warranty of any kind, and SAP Group shall not be liable for errors or
omissions with respect to the materials. The only warranties for SAP Group products and
services are those that are set forth in the express warranty statements accompanying such
products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. iii

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

iv
For SAP E‐Academy Internal Training Only
 About This Handbook

This handbook is intended to complement the instructor-led presentation of this course, and serve as a
source of reference. It is not suitable for self-study.

Typographic Conventions
American English is the standard used in this handbook.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

The following typographic conventions are also used.

This information is displayed in the instructor’s presentation

Demonstration

Procedure

Warning or Caution

Hint

Related or Additional Information

Facilitated Discussion

User interface control Example text

Window title Example text

© Copyright . All rights reserved. v

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

vi
For SAP E‐Academy Internal Training Only
 Contents

ix Course Overview

1 Unit 1: Copying Control

2 Lesson: Modifying Copying Control

For SAP E‐Academy Internal Training Only

9 Exercise 1: Set Up and Use the Copying Control

For SAP E‐Academy Internal Training Only

17 Exercise 2: Fulfill Special Requirements Using the Copying Control

27 Unit 2: Text Control

28 Lesson: Identifying Text Sources

31 Exercise 3: Identify Text Sources
35 Lesson: Configuring Text Control
43 Exercise 4: Configure Text Control in Customizing
49 Exercise 5: Process a Text Manually

57 Unit 3: Output

58 Lesson: Adjusting Output Determination

65 Exercise 6: Adjust Output Determination
71 Lesson: Adjusting Output Types
77 Exercise 7: Analyze the Processing of Outputs
81 Exercise 8: Adjust and Process an Output Type
89 Lesson: Using PDF-Based Forms in the Sales Process

93 Unit 4: Enhancements and Modifications

94 Lesson: Controlling the Customer Master Using Account Groups

99 Exercise 9: Define a new Account Group
106 Lesson: Adjusting the Screen Set-Up of a Transaction
109 Exercise 10: Adjust the Screen Set-Up of a Transaction

© Copyright . All rights reserved. vii

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

viii
For SAP E‐Academy Internal Training Only
 Course Overview

TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. ix

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

For SAP E‐Academy Internal Training Only

x
 UNIT 1 Copying Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Lesson 1
Modifying Copying Control 2
Exercise 1: Set Up and Use the Copying Control 9
Exercise 2: Fulfill Special Requirements Using the Copying Control 17

UNIT OBJECTIVES

● Modify copying control

© Copyright . All rights reserved. 1

 Unit 1
Lesson 1
Modifying Copying Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson explains how to modify copying control.

Business Example
You want to create a customer-specific data transfer routine. For this reason, you require the
following knowledge:
● How to modify copying control to meet customer-specific requirements

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Modify copying control

Document Flow

Figure 1: Document Flow

Business processes of sales and distribution are reflected by the flow of documents in the
SAP system. A business process is composed of individual process steps that are recorded as
documents. Data is copied from the source document to the target document in the process.
This process is captured in the document flow.
You can use copying control to define the requirements and activate other options such as
update document flow.

2 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

The document flow is updated at the document header level by default. If the Update
Document Flow checkbox is selected in copying control at item level, the document flow is
updated for individual items too.
You can navigate from the document flow to the relevant documents display screen.
You can also display additional data about the status of a document listed in the document
flow.
For SAP E‐Academy Internal Training Only

Tasks of the Copying Control

For SAP E‐Academy Internal Training Only

Figure 2: Copying Control – Overview

The copying control tables in Customizing are important elements of your SAP system. These
tables control many of the functions that are executed when you create a document that
references a preceding document.
Before the data is copied from source document to target document, the system checks
whether certain requirements are met.

Examples of these requirements are as follows:

● Do the source and target document have the same sold-to party?
● Was the item being copied is already rejected in source document?
● Have the items being copied already been fully referenced?
● Has the validity period of the source document been exceeded?

You can control which data (such as header data, partner data, or conditions) is copied when
referencing.
The Create with Reference function is available on the initial entry screen of creating
document with reference as well as on the create sales document overview screen during
document entry. Using this function, you can, for example, combine several quotations for a
customer in one sales order.

© Copyright . All rights reserved. 3

 Unit 1: Copying Control

There are separate copying control tables for sales documents, deliveries, and billing
documents.
There are copy control tables available for all levels of the sales document.

The levels for copying control for sales documents are as follows:
● Header
● Item
For SAP E‐Academy Internal Training Only

Schedule line

For SAP E‐Academy Internal Training Only

●

Copying Requirements
Before data is copied from the source document to the target document, certain
requirements must be met. ABAP routines contain these requirements, which are assigned in
the copying control tables using their identification (ID) numbers.
You can also use transaction VOFM to create customer-specific routines. You can find
transaction VOFM in Customizing for Sales and Distribution under System Modifications →
Routines → Define Copying Requirements.
The specified data transfer routines are not executed until the copying requirements are
fulfilled.

Figure 3: Copying Requirements

Before data is copied from the source document to the target document, certain
requirements must be met. ABAP routines contain these requirements, which are assigned in
the copying control tables using their identification (ID) numbers.
You can also use transaction VOFM to create customer-specific routines. You can find
transaction VOFM in Customizing for Sales and Distribution under System Modifications →
Routines → Define Copying Requirements.
The specified data transfer routines are not executed until the copying requirements are
fulfilled.

4 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

Copying Control on Header Level

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 4: Copying Control – Header Level

In copying control at the header level, you define which source document types can be copied
to which target document types.
If copying control does not contain the relevant types of sales documents, you cannot create
a sales document with reference to a different sales document.

The details screen for a selected pair of target and source documents contains the
following options:
● Copying requirements
● Data transfer routines
● Indication of the item numbers being copied to the target document
● Complete reference indicator
If the Complete reference check box is selected, the system copies the whole source
document to the target document and issues messages when someone tries to change the
order quantity or delete an item.

© Copyright . All rights reserved. 5

 Unit 1: Copying Control

Copying Control on Item Level

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 5: Copying Control – Item Level

In copying control, define the item level controls for each item category for every target
document type and source document type pairing.
The details screen for an item category contains copying requirements and data transfer
routines.

The commonly used entries on the details screen are as follows:

● Quantity/value pos/neg
Controls how the completed quantity in the item in the source document isaffected by the
copying action.
● Copy quantity
This entry determines the quantity that is copied to the target document (for example, a
blank indicates the best possible quantity, which is an open order quantity for sales
document type OR).
● Pricing type
This entry specifies how pricing data need to be handled when copying.
● Update document flow
This entry specifies whether the system updates the document flow when a document is
copied.

6 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

Connection to Item Category Determination

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 6: Influence of Item Category Determination

The item category determination rules also apply when you create sales documents with
reference. The system can find only one item category.
If an item category is set manually in the source document, you need to enter a value in the
Default Item Category field so that by overriding the item category determination, the
corresponding item category is activated in the target document.

Completion Rule

Figure 7: Updating the Reference Status

You can control when an item in the source document is complete.

The completion rules for an item category are as follows:

© Copyright . All rights reserved. 7

 Unit 1: Copying Control

● An item is complete as soon as it is referenced (Completion rule A).

In the example shown in the figure, the inquiry is completely referenced though only a
partial quantity has been copied to the quotation.
● An item is only completed once the full quantity has been copied into a subsequent
document (Completion rule B).
The quotation item is only partially referenced in the example shown in the figure, meaning
that it is possible to enter several orders from this item until the quantity is completely
For SAP E‐Academy Internal Training Only

used up.

For SAP E‐Academy Internal Training Only

You can select the completion rule settings in Customizing when controlling the item
categories.
If an item is rejected, the Not referenced or completed status is given in the source document.

8 © Copyright . All rights reserved.

 Unit 1
Exercise 1
Set Up and Use the Copying Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
In your company, you often create a quotation for a certain customer, but the actual sales
order for this quotation is issued to a sold-to party with a different customer number.
Check your SAP system and, if necessary, configure it so that you can create orders with
reference to a quotation for different customers. If the customer is the same for the quotation
and sales order, the system copies the purchase order data in the quotation to the sales
order.
Test the order creation with reference to a quotation and configure your order type ZA## in
copying control.

Task 1
Test order creation with reference to a quotation.

1. Create a quotation with quotation type QT based on the following customer inquiry. The
quotation should be valid until the end of the next month.
Enter the following details:
Field Value
Sold-To Party T-S50A##

Name Mr. Miller

PO Number ##-1-1.1

Req. delivery date Within one week

Material T-AS3##

Order Quantity 10

2. Enter a net price (PN00) of EUR 12,000 per piece and enter the name of the employee
who responded to the inquiry in the purchase order data.

3. Save the quotation and record the quotation number.

Record the quotation number that appears. Return to the SAP Easy Access screen.

4. The customer’s branch places an order with reference to the new quotation. Try to create
an order with your order type ZA## with reference to this quotation.
Enter the following details:

© Copyright . All rights reserved. 9

 Unit 1: Copying Control

Field Value
Sold-To Party T-S50B##

PO Number ##-1-1.4

Req. delivery date Within One Week

Material T-AS3##
For SAP E‐Academy Internal Training Only

Quantity 6

For SAP E‐Academy Internal Training Only

5. How does the system respond?

Task 2
Configure your order type ZA## in copying control so that you are allowed to create orders
with reference to quotations for different customers. Also, the purchase order data needs be
copied from the quotation to the order.

1. Assign copying requirement 002 (header different customer) in copying control from
order type QT to order type ZA##.

2. Assign data transfer routine 951 (created by the instructor) to your order type so that the
system also copies purchase order data.

3. Test the new configuration for order type ZA## by repeating task 1, step 4.

4. Save the order and record the order number.

Record the order number that appears.

5. View the quotation you created earlier. Check the status in the header data and note the
reference status.

6. Customer T-S50A## also places an order with reference to the quotation from task 1,
step 1 (purchase order number ##-1-1)
Enter the following details:
Field Value
Customer T-S50A##

10 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

Field Value
PO Number ##-1-2.6

Req. delivery date Within one week

Material T-AS3##

Quantity 4
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

7. View the purchase order data.

Note that the name of the purchaser was taken from the quotation.

8. Save the order and record the order number.

Record the order number that appears.

9. View the quotation you created earlier. Check the status in the header data and note the
overall status.

© Copyright . All rights reserved. 11

 Unit 1
Solution 1
Set Up and Use the Copying Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
In your company, you often create a quotation for a certain customer, but the actual sales
order for this quotation is issued to a sold-to party with a different customer number.
Check your SAP system and, if necessary, configure it so that you can create orders with
reference to a quotation for different customers. If the customer is the same for the quotation
and sales order, the system copies the purchase order data in the quotation to the sales
order.
Test the order creation with reference to a quotation and configure your order type ZA## in
copying control.

Task 1
Test order creation with reference to a quotation.

1. Create a quotation with quotation type QT based on the following customer inquiry. The
quotation should be valid until the end of the next month.
Enter the following details:
Field Value
Sold-To Party T-S50A##

Name Mr. Miller

PO Number ##-1-1.1

Req. delivery date Within one week

Material T-AS3##

Order Quantity 10

a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Quotation  →  Create.

b) Enter QT in the Quotation Type field.

c) Choose Enter.

d) Refer to the table in the exercise and enter the data.

2. Enter a net price (PN00) of EUR 12,000 per piece and enter the name of the employee
who responded to the inquiry in the purchase order data.
a) Select the row containing the item.

b) Choose the Item conditions pushbutton.

12 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

c) Choose the Insert Row pushbutton.

d) Enter the following details:

Field Value
Cn Ty PN00

Amount 12000

Crcy EUR
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

per 1

UoM PC

e) Choose Enter.

f) Return to the previous screen.

g) Choose the Display doc. header details pushbutton.

h) On the Order Data tab page, enter Mr. Miller in the Name field.

3. Save the quotation and record the quotation number.

Record the quotation number that appears. Return to the SAP Easy Access screen.

4. The customer’s branch places an order with reference to the new quotation. Try to create
an order with your order type ZA## with reference to this quotation.
Enter the following details:
Field Value
Sold-To Party T-S50B##

PO Number ##-1-1.4

Req. delivery date Within One Week

Material T-AS3##

Quantity 6

a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Order  →  Create.

b) Enter ZA## in the Order Type field.

c) Choose Enter.

d) Enter customer T-S50B## as the sold-to party in the order header.

e) Choose Sales Document  →  Create with Reference.

f) On the Quotation tab page, enter the quotation number or search for your quotation
using purchase order number ##-1-1.1.

g) Choose the Copy pushbutton.

© Copyright . All rights reserved. 13

 Unit 1: Copying Control

5. How does the system respond?

a) Note that the system displays the error message Sold-to parties are different. Choose
Confirm (Enter) and then Cancel.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Task 2
Configure your order type ZA## in copying control so that you are allowed to create orders
with reference to quotations for different customers. Also, the purchase order data needs be
copied from the quotation to the order.

1. Assign copying requirement 002 (header different customer) in copying control from
order type QT to order type ZA##.
a) Set the copying requirement 002 (header different customer) in Customizing for Sales
and Distribution under Sales → Maintain Copy Control for Sales Documents.

b) In the Choose Activity dialog box, double-click Copying Control: Sales Document to
Sales Document.

c) Choose Table View  →  Display  →  Change.

d) Choose the Position pushbutton.

e) In the Another Entry dialog box, enter ZA## in the SalesDocType field and choose
Continue.

f) Select the row containing target ZA## and source QT.

g) Choose the Details pushbutton.

h) Enter routine 002 in the Copying requirements field.

i) Save your data.

2. Assign data transfer routine 951 (created by the instructor) to your order type so that the
system also copies purchase order data.
a) Enter routine 951 in the DataT field.

b) Save your data again.

3. Test the new configuration for order type ZA## by repeating task 1, step 4.
a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Order  →  Create.

b) Enter ZA## in the Order Type field and choose Enter.

c) Enter customer T-S50B## as the sold-to party and 01-1-1.4 as the PO number.

d) Choose Sales Document  →  Create with Reference.

e) On the Quotation tab page, enter the quotation number or search for your quotation
using purchase order number ##-1-1.1.

f) Choose Item selection.

14 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

g) Press ENTER if a warning message displays.

h) Reduce the quantity to the required value.

i) Choose the Copy pushbutton.

4. Save the order and record the order number.

Record the order number that appears.

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

5. View the quotation you created earlier. Check the status in the header data and note the
reference status.

a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Quotation  →  Display.
The quotation created earlier appears.

b) Choose the Display doc. header details pushbutton.

On the Status tab page, note that the reference status is partly referenced.

c) Return to the previous screen.

6. Customer T-S50A## also places an order with reference to the quotation from task 1,
step 1 (purchase order number ##-1-1)
Enter the following details:
Field Value
Customer T-S50A##

PO Number ##-1-2.6

Req. delivery date Within one week

Material T-AS3##

Quantity 4

a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Order  →  Create.

b) Enter your sales document type and sales area.

c) Choose the Create with Reference pushbutton.

d) On the Quotation tab page, enter the quotation number from activity 1-1.1.

e) Choose the Copy pushbutton.

f) Refer to the table in the exercise and enter the data.

g) Enter one week later date as requested delivery date.

© Copyright . All rights reserved. 15

 Unit 1: Copying Control

7. View the purchase order data.

Note that the name of the purchaser was taken from the quotation.

8. Save the order and record the order number.

For SAP E‐Academy Internal Training Only

Record the order number that appears.

For SAP E‐Academy Internal Training Only

9. View the quotation you created earlier. Check the status in the header data and note the
overall status.
a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Quotation  →  Display.
The quotation created earlier appears.

b) Choose the Display doc. header details pushbutton.

c) On the Status tab page, note that the overall status is Completed.

16 © Copyright . All rights reserved.

 Unit 1
Exercise 2
Fulfill Special Requirements Using the Copying
Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
The marketing department has requested a sample quotation (sales document type) for
special promotions. The individual sales offices can use this sample quotation as a template
when creating quotations for selected customers. This makes the process of creating
quotations efficient.
Create quotations using sample quotation.

Task 1
Create a new sales document type Sample quotation group ## with sample quote ##
as its description, which can be used as a template to create quotations.

1. Create quotation type ZQ## by copying quotation type ZAG.

Hint:
Confirm the system prompt if the document is relevant for copying control.

2. Enter a sample quotation ZQ## for sales area 1000, 12, 00 and material T-AS3##.
Enter the following details:
Field Value
Sold-To Party OTC-650

PO Number Sample quotation ##

Valid to End of the following month

Req. delivery date Default value
Material T-AS3##

Order Quantity 1

Promotional discount 30% (KA00)

3. Save the sample quotation and record the quotation number.

© Copyright . All rights reserved. 17

 Unit 1: Copying Control

Record the quotation number that appears.

Task 2
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Create a special quotation based on the sample quotation.

1. Create a quotation with quotation type QT with reference to the sample quotation created.
Enter the following details:
Field Value
Sold-to Party T-S50A##

PO Number Sample quotation ##

Required delivery date Within one week

Material T-AS3##

Quantity 1

2. Check whether the promotional discount is correctly copied on the conditions screen from
the sample quotation. Save the quotation and record the quotation number.

3. View the sample quotation that you created. Check the status in the header data. Note the
overall status and the reference status.

Task 3
Create an order with reference to the sample quotation.

1. Create an order with reference to the sample quotation. Is it possible?

___________________________________________

18 © Copyright . All rights reserved.

 Unit 1
Solution 2
Fulfill Special Requirements Using the Copying
Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
The marketing department has requested a sample quotation (sales document type) for
special promotions. The individual sales offices can use this sample quotation as a template
when creating quotations for selected customers. This makes the process of creating
quotations efficient.
Create quotations using sample quotation.

Task 1
Create a new sales document type Sample quotation group ## with sample quote ##
as its description, which can be used as a template to create quotations.

1. Create quotation type ZQ## by copying quotation type ZAG.

Hint:
Confirm the system prompt if the document is relevant for copying control.

a) Go to Customizing for Sales and Distribution under Sales → Sales Documents → Sales
Document Header → Define Sales Document Types.

b) Choose the Position pushbutton.

c) In the Another entry dialog box, enter ZAG in the Sales Doc. Type field and choose
Continue.

d) Select the row containing sales document type ZAG.

e) Choose the Copy As pushbutton.

f) Replace ZAG with ZQ## in the Sales Document Type field.

g) Enter sample quote ## as the description of the document type and choose Enter.

h) Confirm the system query that appears.

i) Save your data and return to the previous screen.

2. Enter a sample quotation ZQ## for sales area 1000, 12, 00 and material T-AS3##.
Enter the following details:
Field Value
Sold-To Party OTC-650

© Copyright . All rights reserved. 19

 Unit 1: Copying Control

Field Value
PO Number Sample quotation ##

Valid to End of the following month

Req. delivery date Default value
Material T-AS3##
For SAP E‐Academy Internal Training Only

Order Quantity 1

For SAP E‐Academy Internal Training Only

Promotional discount 30% (KA00)

a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Quotation  →  Create.

b) Enter ZQ## in the Quotation Type field and choose Enter.

c) Refer to the table given in the exercise and enter the data.

d) Enter the city Hamburg for the one time customer OTC-650 when prompted for the
address. Do not change the country, as there are tax implications.

e) Select the row containing the item.

f) Choose the Item conditions pushbutton.

g) Choose the Insert Row pushbutton in the lower part of the screen.

h) Enter the following details:

Field Value
Condition Type KA00

Amount 30

3. Save the sample quotation and record the quotation number.

Record the quotation number that appears.

Task 2
Create a special quotation based on the sample quotation.

1. Create a quotation with quotation type QT with reference to the sample quotation created.
Enter the following details:
Field Value
Sold-to Party T-S50A##

PO Number Sample quotation ##

Required delivery date Within one week

20 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

Field Value
Material T-AS3##

Quantity 1

a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Quotation  →  Create.
For SAP E‐Academy Internal Training Only

b) Enter QT in the Quotation Type field.

For SAP E‐Academy Internal Training Only

c) Choose Enter.

d) Refer to the table in the exercise and enter the sales area data.

e) Choose Sales document  →  Create with Reference.

f) On the Quotation tab page, enter the quotation number of the sample quotation or
search for it using the purchase order Sample quotation ##.

g) Choose the Copy pushbutton.

h) Choose Continue.

2. Check whether the promotional discount is correctly copied on the conditions screen from
the sample quotation. Save the quotation and record the quotation number.

a) Verify the promotional discount value.

b) Enter end of next month as the validity end date.

c) Save the quotation.

d) Record the quotation number.

3. View the sample quotation that you created. Check the status in the header data. Note the
overall status and the reference status.
a) On the SAP Easy Access screen, choose Logistics  →  Sales and Distribution  →  Sales
 →  Quotation  →  Display.

b) Choose Goto  →  Header  →  Status.

c) On the Status tab page, check the following details:

Field Value
Overall status Open
Reference status Not referenced

d) Return to the SAP Easy Access screen.

Task 3

© Copyright . All rights reserved. 21

 Unit 1: Copying Control

Create an order with reference to the sample quotation.

1. Create an order with reference to the sample quotation. Is it possible?

___________________________________________
a) On the SAP Easy Access screen, choose Sales and Distribution  →  Logistics  →  Sales
 →  Order  →  Create.

b) Enter OR in the Order Type field.

For SAP E‐Academy Internal Training Only

c) Choose Enter.

For SAP E‐Academy Internal Training Only

d) Choose the Create with Reference pushbutton.

e) Enter Sample Quotation ## in the Pur. Order field.

f) Choose the Search pushbutton.

g) Select the row containing the sample quotation.

h) Choose Continue.

i) Note that an error message Copying from sales document ZQ## to OR is not
supported displays because the copying control does not contain an entry target OR
and source ZQ##.

22 © Copyright . All rights reserved.

 Lesson: Modifying Copying Control

LESSON SUMMARY
You should now be able to:
● Modify copying control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. 23

 For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

Unit 1: Copying Control

24
For SAP E‐Academy Internal Training Only
 Unit 1

Learning Assessment
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following levels are used in copying control for sales documents?
Choose the correct answers.

X A Header

X B Item

X C Organizational level

X D Schedule line

2. Which of the following options can be customized in the copying control at the item level?
Choose the correct answers.

X A Copying requirements

X B Data transfer routines

X C Availability check control

© Copyright . All rights reserved. 25

 Unit 1

Learning Assessment - Answers

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following levels are used in copying control for sales documents?
Choose the correct answers.

X A Header

X B Item

X C Organizational level

X D Schedule line

2. Which of the following options can be customized in the copying control at the item level?
Choose the correct answers.

X A Copying requirements

X B Data transfer routines

X C Availability check control

26 © Copyright . All rights reserved.

 UNIT 2 Text Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Lesson 1
Identifying Text Sources 28
Exercise 3: Identify Text Sources 31

Lesson 2
Configuring Text Control 35
Exercise 4: Configure Text Control in Customizing 43
Exercise 5: Process a Text Manually 49

UNIT OBJECTIVES

● Identify text sources

● Configure text control

© Copyright . All rights reserved. 27

 Unit 2
Lesson 1
Identifying Text Sources
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson shows you how to identify text sources in Sales and Distribution (SD).

Business Example
After order entry, you want to analyze the text of the order you processed. For this reason,
you require the following knowledge:
● How to identify the sources of text in SD
● An understanding of the criteria that influences determination of texts

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Identify text sources

Text Sources

Figure 8: Text Sources

Texts are stored in various objects, such as the customer master record, the material master
record, and the customer-material info record, and in all documents in the SAP system.

28 © Copyright . All rights reserved.

 Lesson: Identifying Text Sources

The customer master record contains central texts that can be used by any module, texts
that are specific to accounting and sales and distribution, and texts for contact persons. You
can define different text types for each of these areas.

Examples of sales-specific text types are as follows:

● Sales notes
● Marketing notes
For SAP E‐Academy Internal Training Only

● Shipping specifications

For SAP E‐Academy Internal Training Only

The material master record contains a purchase order text and a sales text.
Documents contain texts at the header and item levels. You can enter texts in various
languages.
During order entry, the system accesses the saved texts and copies them to the document.
You can also edit the texts manually and add new texts.

Texts in Business Processes

Figure 9: Texts in Business Processes

In business processes, you can use texts in the following ways:

● Store texts in the master data and copy them from the master data into sales and
distribution documents.
● Copy texts from a reference document to another sales and distribution document, for
example, from a quotation to an order or from an order to a delivery document.
● Copy texts in a specific language.
● Determine the conditions for copying the texts, for example, whether you copy the text
from the customer master record or from a preceding document.
● Copy a standard text into a sales document, for example, Christmas greetings.

© Copyright . All rights reserved. 29

 For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

Unit 2: Text Control

30
For SAP E‐Academy Internal Training Only
 Unit 2
Exercise 3
Identify Text Sources
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
As an employee from a sales office, you have created an order and printed the order
confirmation. You find an additional text in the material that you did not enter. You want the
system administrator to explain why the text has appeared in the document.

1. Search for the order with the purchase order number ##-1-2.6.

2. Display the document and analyze the source of the material sales text for the order item.

3. Determine where the material sales text (object key) originated.

4. Display the sales text in the material master for material T-AS3##.

© Copyright . All rights reserved. 31

 Unit 2
Solution 3
Identify Text Sources
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
As an employee from a sales office, you have created an order and printed the order
confirmation. You find an additional text in the material that you did not enter. You want the
system administrator to explain why the text has appeared in the document.

1. Search for the order with the purchase order number ##-1-2.6.
a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Order →  Display.

b) Click the Order field and press F4.

c) On the Sales document according to customer PO number tab page, enter ##-1-2.6 in
the Purchase order no. field.

d) Choose the Start Search pushbutton.

e) Select the row that displays the order.

f) Choose the Copy pushbutton.

g) Choose Enter.

2. Display the document and analyze the source of the material sales text for the order item.
a) Select the row containing order item 10.

b) Choose the Display item details pushbutton.

c) On the Texts tab page, choose the Display Log pushbutton.

3. Determine where the material sales text (object key) originated.

The material sales text was taken from object key VBBP, ID 0001 (that is, item texts from
the preceding document and the material sales text).

4. Display the sales text in the material master for material T-AS3##.
a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Master
Data → Products → Material → Trading Goods → Display.

b) Enter T-AS3## in the Material field.

c) Choose the Select View(s) pushbutton.

d) In the Select View(s) dialog box, select the Sales Text row.

e) Choose Continue.

f) In the Organization Levels dialog box, enter the following data:

32 © Copyright . All rights reserved.

 Lesson: Identifying Text Sources

Field Value
Sales Org. 1000

Distr. Channel 12

g) Choose Continue. The sales text is displayed.

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. 33

 Unit 2: Text Control

LESSON SUMMARY
You should now be able to:
● Identify text sources
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

34 © Copyright . All rights reserved.

 Unit 2
Lesson 2
Configuring Text Control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson shows you how to configure text control in Customizing for sales documents.

Business Example
During order entry, to implement customer-specific requirements, you need to edit existing
texts and sometimes define new text types. You may also need to link these text types to
document processing. For this reason, you require the following knowledge:
● How to define and assign text types in Customizing
● How to edit texts manually in the sales document

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Configure text control

Text Control

Figure 10: Text Control – An Overview

Text control is used to automatically determine texts.

To determine text, perform the following steps:

1. Create a text type for specific text object.

© Copyright . All rights reserved. 35

 Unit 2: Text Control

2. Define different text determination procedures for each text object, for example, the sales
document header or the central texts for a customer.

3. Assign each text type to one of the defined procedures. This means that when you create
a customer master record, the system uses the text determination procedure that has
been assigned to that customer’s account group. Or, in sales order entry, the text
determination procedure is assigned to the sales document header that was assigned to
the sales document type.
For SAP E‐Academy Internal Training Only

4. Define an access sequence for every text type in the text determination procedure for

For SAP E‐Academy Internal Training Only

documents.

5. Define specific controls for each text type, such as the inclusion of a text type in the
incompleteness log.

Text Type

Figure 11: Text Type

You can create a text type for a specific text object.

The SAP system contains a large number of text types. In addition to these text types, you
can create customer-specific text types.

36 © Copyright . All rights reserved.

 Lesson: Configuring Text Control

Access Sequence
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 12: Access Sequence

An access sequence consists of individual access steps. You use an access sequence to
determine the search strategy that the system uses to try to find a text automatically.
Every access step contains a specified text object as the text source for the access. You can
also specify conditions for each access step to limit the search to:
● Specific partner functions
● Specific languages
● Any other conditions that you can define yourself

If you set up a new access sequence or change existing ones, you need to generate the
access steps in order to activate the new access sequence or the changes.

© Copyright . All rights reserved. 37

 Unit 2: Text Control

Permitted Text Objects

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 13: Permitted Text Objects

Every access step contains a specified text object as the text source for the access. The text
objects you can use in the Sales and Distribution (SD) module are specified in the allowed
values that are shown in the figure.

Text Determination Procedure

Figure 14: Text Determination Procedure

The text determination procedures contain all the text types. You can define the text types for
a text object. The attributes of a text determination procedure vary for customer and
document text objects.
You can determine whether you want to copy the text or reference it.

For the text determination procedures of a document, you can specify the following
conditions:

38 © Copyright . All rights reserved.

 Lesson: Configuring Text Control

● Whether the text should be mandatory (the text must be there in incompleteness log)
● Whether the text should be determined automatically
● Whether the text should be displayed in a text window (popup) when it is transferred to the
document

Procedure Assignment
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 15: Procedure Assignment

You need to assign each attribute of a text object to one of the defined text determination
procedures, meaning that when you create a customer master record, the system uses the
text determination procedure that was assigned to the account group of that customer.
During an order entry, the system uses the procedure that belongs to the sales document
type for the sales document header and the procedure that belongs to the item category for
the document items.

Text Determination Analysis

Figure 16: Text Determination Analysis

© Copyright . All rights reserved. 39

 Unit 2: Text Control

You can use an analysis function for text control in the sales document screens in which text
is maintained (when creating and changing documents). To use this function, choose Goto →
Header (or Item) → Texts. Then, choose the Log pushbutton.
From the analysis function, you can go directly to Customizing to configure the text control.

References and Copies

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 17: Using Texts as Reference

For each text type in a text determination procedure, you can determine whether the adopted
text is copied (duplicated) or referenced from the source document (template).

The consequences of using a text as a reference are as follows:

● If you change the text in sales document 1, the text in sales document 2 also changes.
● If you change the text in sales document 2, a new occurrence of the text is now stored. Any
changes to the text in sales document 1 does not affect the text in sales document 2.

40 © Copyright . All rights reserved.

 Lesson: Configuring Text Control

Copying Texts
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 18: Copying Texts

The consequences of copying a text are as follows:

● You can change the  duplicated text in the document.
● If you change the text in sales document 1, it does not affect the text in sales document 2.

Copying texts requires more memory than referencing texts from a source document.
Therefore, you must choose to copy a text only if copying is a functional necessity.

Preceding Document as Text Source for Billing Documents

Figure 19: A Preceding Document as the Text Source in a Billing Document

© Copyright . All rights reserved. 41

 Unit 2: Text Control

During billing, you can reference only one source as a preceding document for the text objects
VBBK (sales and distribution header texts) and VBBP (sales and distribution item texts). You
can select this text source in the configuration of the billing type.
If you select the Text Delivery checkbox, the corresponding texts are taken from the outbound
delivery. If you do not select the checkbox, the corresponding texts are taken from the order.

Customer-Specific Data Transfer Routines

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 20: Customer-Specific Data Transfer Routine for Texts

You can also create data transfer routines for texts using transaction VOFM.
In this case, the namespace for customer-specific routines (two-digit key) is between 50 and
99. You can find the descriptions of available data structures in sample routines 1 and 2,
which are standard.

42 © Copyright . All rights reserved.

 Unit 2
Exercise 4
Configure Text Control in Customizing
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 21: Converting Requirements to the Text Control

The figure illustrates the new requirements from the department that you want to implement
using the text control. Another part of the implementation affects the output control.

Business Example
As an employee in customer service, you want to enter a particular quotation header text in
quotations. To do this, you need to set up a relevant text type in the SAP system.
Configure text control.

Task 1
Create a text determination procedure.

1. Create a new text determination procedure for the sales document Header texts group ##
with ID (50  +  ##), for example, for ## = 01 → 51, by copying text determination
procedure 01.

2. Create your own access sequence 90## for text type Y001. The quotation header text
must be copied from the reference document in the correct language.

3. Add text type Y001 to your text determination procedure (50 + ##) and assign your
access sequence 90## to the text type.

4. Assign the new text determination procedure for the sales document header to your
document type ZA##.

© Copyright . All rights reserved. 43

 Unit 2: Text Control

Task 2
Test how your new assignment works.

1. Create a quotation with quotation type QT for the following customer inquiry details:

Field Value
Sold-To Party T-S50B##
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Name Mr. Smith

Inquiry Number ##-2-4.1

Valid to End of next month

Material T-AS3##

Order Quantity 1

2. Create a new quotation header text, for example, While stocks last. All orders
subject to prior sale.

3. Create an order with the sales order type ZA## with reference to the quotation (purchase
order number ##-2-4.3).

4. Check that the quotation header text is copied into the order. If necessary, use the
analysis function for text determination to solve any problems.

5. Complete the order by entering an additional item text for labels with the content Hold
for Smith’s Motorcycle Center.

6. Save the order and record the document number.

44 © Copyright . All rights reserved.

 Unit 2
Solution 4
Configure Text Control in Customizing
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 21: Converting Requirements to the Text Control

The figure illustrates the new requirements from the department that you want to implement
using the text control. Another part of the implementation affects the output control.

Business Example
As an employee in customer service, you want to enter a particular quotation header text in
quotations. To do this, you need to set up a relevant text type in the SAP system.
Configure text control.

Task 1
Create a text determination procedure.

1. Create a new text determination procedure for the sales document Header texts group ##
with ID (50  +  ##), for example, for ## = 01 → 51, by copying text determination
procedure 01.
a) Go to Customizing for Sales and Distribution under Basic Functions → Text
Control → Define and Assign Text Determination Procedures.

b) Select the Header radio button for Sales Document.

c) Choose the Change pushbutton.

d) In the dialog structure, choose Text procedure.

e) Select the row containing the text determination procedure with key 01.

© Copyright . All rights reserved. 45

 Unit 2: Text Control

f) Choose the Copy As pushbutton.

g) Replace key 01 with your own determination procedure keys (50 + ##), change the
description to Header Text–Gr##, and choose Copy.
The message Chose the key from the allowed name space appears. Choose Enter.

h) In the Specify object to be copied dialog box, choose the copy all pushbutton. Choose
Continue.
For SAP E‐Academy Internal Training Only

i) Save your data.

For SAP E‐Academy Internal Training Only

2. Create your own access sequence 90## for text type Y001. The quotation header text
must be copied from the reference document in the correct language.
a) In the dialog structure, choose Access sequences.

b) Choose the New Entries pushbutton.

c) Enter 90## in the Access sequence field.

d) Enter access sequence gr20 as the description and choose Enter.

e) Select the row containing access sequence 90##.

f) In the dialog structure, double-click Access sequence for Text IDs.

g) Choose the New Entries pushbutton.

h) Enter the following details:

Field Value
SeqNo 10

Text Object VBBK

ID Y001

All Languages Select

Requirement 1 (reference document header)

i) Save the access sequence.

3. Add text type Y001 to your text determination procedure (50 + ##) and assign your
access sequence 90## to the text type.
a) In the dialog structure, double-click Text procedure.

b) Select the row containing the text determination procedure with your key (50 + ##).

c) In the dialog structure, choose Text IDs in Textprocedure.

d) Choose the New Entries pushbutton.

e) Add the text type Y001 and assign the access sequence 90## to the text type.

f) Save the text determination procedure.

4. Assign the new text determination procedure for the sales document header to your
document type ZA##.

46 © Copyright . All rights reserved.

 Lesson: Configuring Text Control

a) Go to Customizing for Sales and Distribution under Basic Functions → Text

Control → Define and Assign Text Determination Procedures.

b) Select the Header radio button for Sales Document.

c) Choose the Change pushbutton.

d) In the dialog structure, double-click Text procedure assignment.

e) In the row containing the sales document type ZA##, enter the text determination
For SAP E‐Academy Internal Training Only

procedure (50 + ##) in the Txt De field.

For SAP E‐Academy Internal Training Only

f) Save the text procedure assignment.

g) Return to the SAP Easy Access screen.

Task 2
Test how your new assignment works.

1. Create a quotation with quotation type QT for the following customer inquiry details:

Field Value
Sold-To Party T-S50B##

Name Mr. Smith

Inquiry Number ##-2-4.1

Valid to End of next month

Material T-AS3##

Order Quantity 1

a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Quotation →  Create.

b) Enter QT in the Quotation Type field.

c) Choose Enter.

d) Refer to the table in the exercise and enter the data.

2. Create a new quotation header text, for example, While stocks last. All orders
subject to prior sale.
a) Choose the Display doc. header details pushbutton.

b) On the Texts tab page, scroll to the end of the list of available header text types.

c) Choose text type Y001 Quotation header text.

d) Enter the text and choose Enter.

e) On the Order Data tab page, enter Mr. Smith in the Name field.

f) Save the document.

g) Return to the SAP Easy Access screen.

© Copyright . All rights reserved. 47

 Unit 2: Text Control

3. Create an order with the sales order type ZA## with reference to the quotation (purchase
order number ##-2-4.3).
a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Order →  Create.

b) Enter ZA## in the Order Type field.

c) Choose the Create with Reference pushbutton.

For SAP E‐Academy Internal Training Only

d) On the Quotation tab page, enter the quotation number or search for your quotation

For SAP E‐Academy Internal Training Only

using purchase order number ##-2-4.1.

e) Choose the Copy pushbutton.

4. Check that the quotation header text is copied into the order. If necessary, use the
analysis function for text determination to solve any problems.
a) Choose the Display doc. header details pushbutton.

b) Choose the Texts tab page.

5. Complete the order by entering an additional item text for labels with the content Hold
for Smith’s Motorcycle Center.
a) Choose the label text.

b) Enter Hold for Smith’s Motorcycle Center.

c) Choose Enter.

6. Save the order and record the document number.

a) Save the order. The order number displays.

b) Record the document number.

48 © Copyright . All rights reserved.

 Unit 2
Exercise 5
Process a Text Manually
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
You want the system to find as many texts in a sales document as possible automatically.
However, sometimes you need to process a text manually in a document.
Use manual text processing in sales and distribution documents.

Task 1

1. Create a text module with the following details:

Field Value
Text Name Z##

Text ID SDVD

Language Course language

Enter the text For up-to-date information, read the test report in the
latest issue of "Motorcycle Today".

Task 2

1. Create a QT quotation for a customer inquiry.

Enter the following details:
Field Value
Sold-To Party T-S50B##

Name Mr. Smith

PO Number ##-3-2

Req. delivery date Within one week

Material T-AS3##

Order Quantity 1

2. At the end of the material sales text, enter the text module that you created.

3. Display the confirmation of the quotation on the screen.

4. Save the quotation and record the document number.

© Copyright . All rights reserved. 49

 Unit 2
Solution 5
Process a Text Manually
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
You want the system to find as many texts in a sales document as possible automatically.
However, sometimes you need to process a text manually in a document.
Use manual text processing in sales and distribution documents.

Task 1

1. Create a text module with the following details:

Field Value
Text Name Z##

Text ID SDVD

Language Course language

Enter the text For up-to-date information, read the test report in the
latest issue of "Motorcycle Today".
a) On the SAP Easy Access screen, choose Tools →  Form Printout →  SAPscript → 
Standard Text.

b) Refer to the table in the exercise and enter the data.

c) Choose the Create pushbutton.

d) Enter the text.

e) Save the text module.

f) Return to the SAP Easy Access screen.

Task 2

1. Create a QT quotation for a customer inquiry.

Enter the following details:
Field Value
Sold-To Party T-S50B##

Name Mr. Smith

PO Number ##-3-2

Req. delivery date Within one week

50 © Copyright . All rights reserved.

 Lesson: Configuring Text Control

Field Value
Material T-AS3##

Order Quantity 1

a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Quotation →  Create.
For SAP E‐Academy Internal Training Only

b) Enter QT in the Quotation Type field.

For SAP E‐Academy Internal Training Only

c) Refer to the table in the exercise and enter the data.

d) Choose the Display doc. header details pushbutton.

e) On the Order Data tab page, enter Mr. Smith in the Name field.

f) Choose Enter.

g) Return to the previous screen.

2. At the end of the material sales text, enter the text module that you created.
a) Select the row containing order item 10 and choose the Display item details
pushbutton.

b) On the Texts tab page, choose the text type Materials sales text.

c) Choose the Detail pushbutton.

d) Place the cursor at the end of the text on an empty line and choose Insert → Text →
Standard.

Note:
You can also access this function by choosing the Standard pushbutton.

e) Enter the following details:

Field Value
Text Name Z##

Text ID SDVD

f) Choose the language.

g) Select the Expand Immediately checkbox.

h) Choose Continue.

i) Save the text and return to the Change Quotation: Overview screen.

3. Display the confirmation of the quotation on the screen.

a) Choose the Header output preview pushbutton.

b) Return to the previous screen.

4. Save the quotation and record the document number.

© Copyright . All rights reserved. 51

 Unit 2: Text Control

a) Save the quotation and record the document number that appears.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

52 © Copyright . All rights reserved.

 Lesson: Configuring Text Control

LESSON SUMMARY
You should now be able to:
● Configure text control
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. 53

 For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

Unit 2: Text Control

54
For SAP E‐Academy Internal Training Only
 Unit 2

Learning Assessment
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following statements are true?
Choose the correct answers.

X A You can store texts in the master data and copy them into sales and distribution
(SD) documents.

X B You can determine the conditions under which texts are to be copied.

X C You can copy texts in a single language only.

X D You can copy a standard text into a sales document.

2. Which of the following conditions can you specify for document text determination
procedures used for text control?
Choose the correct answers.

X A Whether a text need to be copied or referenced

X B Whether a text need to be determined automatically

X C Whether a text is created automatically based on the document type

© Copyright . All rights reserved. 55

 Unit 2

Learning Assessment - Answers

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following statements are true?
Choose the correct answers.

X A You can store texts in the master data and copy them into sales and distribution
(SD) documents.

X B You can determine the conditions under which texts are to be copied.

X C You can copy texts in a single language only.

X D You can copy a standard text into a sales document.

2. Which of the following conditions can you specify for document text determination
procedures used for text control?
Choose the correct answers.

X A Whether a text need to be copied or referenced

X B Whether a text need to be determined automatically

X C Whether a text is created automatically based on the document type

56 © Copyright . All rights reserved.

 UNIT 3 Output
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Lesson 1
Adjusting Output Determination 58
Exercise 6: Adjust Output Determination 65

Lesson 2
Adjusting Output Types 71
Exercise 7: Analyze the Processing of Outputs 77
Exercise 8: Adjust and Process an Output Type 81

Lesson 3
Using PDF-Based Forms in the Sales Process 89

UNIT OBJECTIVES

● Adjust output determination

● Adjust output types
● Use PDF-based forms in the sales process

© Copyright . All rights reserved. 57

 Unit 3
Lesson 1
Adjusting Output Determination
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson shows you how to adjust output determination in the Sales and Distribution (SD). 

Business Example
To meet the needs of different customers, you need to set individual requirements to
determine whether an output is generated, who the recipient is, and which transmission
medium is used. For this reason, you require the following knowledge:
● An understanding of the purpose of output types
● How to set up various transmission medium for issuing or printing output
● How to select the dispatch times at which the output is issued
● How to adjust the output determination to meet customer-specific requirements

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Adjust output determination

Output Types

Figure 22: Output Types in SD

58 © Copyright . All rights reserved.

 Lesson: Adjusting Output Determination

In the SAP system, output serves as a means of communication, particularly with the
customer. You can generate output for different types of sales documents, such as
quotations, orders, deliveries, or invoices.
To make output determination dependent on different criteria, use the condition technique.
The information that influences output determination is stored as master data, in the form of
output condition records.
There is a difference between header output and item output. Header output issues the whole
For SAP E‐Academy Internal Training Only

document, while item output issues individual items in the document separately.

For SAP E‐Academy Internal Training Only

Output Processing

Figure 23: Transmission Media

The transmission medium determines how an output is issued. For example, you can agree to
send your customer an order confirmation via Electronic Data Interchange (EDI), or to send a
notification beforehand through the Internet.
The relevant processing program controls the processing of the output, that is, the transfer of
the information. You can assign a program with the relevant layout sets to each output type
and transmission medium.

© Copyright . All rights reserved. 59

 Unit 3: Output

Communication Strategy
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 24: Communication Strategy

A communication strategy represents a sequence of communication types.

You can use a communication strategy for external transmission. The communication
strategy is used to search through the sequence of given communication types until it finds
the communication data for the required address, which is taken from Central Address
Management.
You can define the communication strategy using the additional data for the output condition
record.

Timing of Output

Figure 25: Timing of Output

60 © Copyright . All rights reserved.

 Lesson: Adjusting Output Determination

You can determine when an output is to be issued.

​The available output timings are as follows: 

● A standard program (RSNAST00) that is set to run at regular intervals selects the output
to be sent. You can decide whether an output must be selected the next time the program
runs (transmission timing 1) or at a time specified by the user (transmission timing 2).
● A special selection program, designed for different sales documents (for example,
deliveries and billing documents), processes output online or in batches (transmission
For SAP E‐Academy Internal Training Only

timing 3). You can schedule a batch to ensure regular processing (as for timing 1).

For SAP E‐Academy Internal Training Only

● The output is issued automatically as soon as a document is posted (transmission timing
4).

Output Determination

Figure 26: Overview of Output Determination

Like pricing and text determination, output is also determined by using the condition
technique. A condition record for an output type contains the requirements for that output
type. If these requirements are met, then the system proposes that particular output type.
You determine the transmission medium, dispatch time, and partner function in the condition
record. Output is sent to the partner who matches the partner function in the underlying
object (for example, the sales order). It is also possible to create output that is not dependent
on a particular partner (for example, labels).
Use the analysis function on the output screen in the sales documents to check the output
determination and see why a particular output was proposed, or why it was not determined.

© Copyright . All rights reserved. 61

 Unit 3: Output

Output Determination – Access Sequences

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 27: Output Determination – Access Sequences

An access sequence is a search strategy that the SAP system uses to search for valid output
condition records. Each access step contains the name of a condition table that in turn
contains the key fields for the output condition records.
The rule that governs the sequence in which the system searches states that it must search
“from the specific to the general”.
To create a new access sequence, copy a similar existing access sequence and make any
necessary changes to the copied sequence. If you define your own access sequences, the
keys you create must begin with Y or Z, as these namespaces are kept free in the standard
system for this purpose.

Output Determination – Analysis

Figure 28: Output Determination – Analysis

62 © Copyright . All rights reserved.

 Lesson: Adjusting Output Determination

You can use the output determination analysis function in the sales document screens with
the Create or Change functions.
To use output determination analysis function, choose Extras → Output → Header (or
item) → Edit. Then, choose Goto → Determination analysis.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. 63

 For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

Unit 3: Output

64
For SAP E‐Academy Internal Training Only
 Unit 3
Exercise 6
Adjust Output Determination
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
Your company typically prints out order confirmations, but often the customers want to
receive confirmation by fax instead. You need the system to choose fax automatically when
you determine the transmission medium for these customers.
Adjust output determination.

Task 1
Identify output determination.

1. Identify which output determination procedure is assigned to the sales document header
for your order type ZA##.

Task 2
Configure the output.

1. Customer T-S50A## wants you to send the order confirmation by fax. Check the settings
for output determination to see whether the SAP system allows you to store this customer
request in the master data.

2. Which key combinations can you use to make output determination for the output type
BA00 dependent on the current time?

3. Create an output condition record for customer T-S50A## with output type BA00.
Enter the following details:
Field Value
Sales Organization 1000

Transmission medium Fax

Date/Time Send with application own

transaction

Task 3
Test output configuration.

© Copyright . All rights reserved. 65

 Unit 3: Output

1. Create an order with order type ZA## for the following purchase order details from
customer T-S50A##:

Field Value
Sold-To Party T-S50A##

PO Number ##-1-3

Req. delivery date In one week

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Material T-AS1##

Order Quantity 10

2. Check whether the output determination has determined the desired result. If necessary,
use the analysis function for output determination to locate any problems.

3. What problem has the determination analysis found?

4. Terminate the order entry.

5. Enter the fax number 123456789 in the customer master record of customer T-S50A##.

6. Try again to create a sales order using the data of step 1.

7. Check whether the output is generated or not.

66 © Copyright . All rights reserved.

 Unit 3
Solution 6
Adjust Output Determination
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
Your company typically prints out order confirmations, but often the customers want to
receive confirmation by fax instead. You need the system to choose fax automatically when
you determine the transmission medium for these customers.
Adjust output determination.

Task 1
Identify output determination.

1. Identify which output determination procedure is assigned to the sales document header
for your order type ZA##.
a) Go to Customizing for Sales and Distribution under Basic Functions → Output
Control → Output Determination → Output Determination Using the Condition
Technique → Maintain Output Determination for Sales Documents → Assign Output
Determination Procedures.

b) In the Choose Activity dialog box, double-click Allocate sales document header.

c) Choose the Position pushbutton.

d) In the Another entry dialog box, enter ZA## in the Sales Doc. Type field.

e) Choose Continue. The output determination procedure V10000 is assigned for the
order type ZA##.

Task 2
Configure the output.

1. Customer T-S50A## wants you to send the order confirmation by fax. Check the settings
for output determination to see whether the SAP system allows you to store this customer
request in the master data.
a) Go to Customizing for Sales and Distribution under Basic Functions →  Output
Control →  Output Determination →  Output Determination Using the Condition
Technique →  Maintain Output Determination for Sales Documents →  Maintain Output
Types.

b) Select the row containing output type BA00.

c) Choose the Details pushbutton. Z001 is assigned as the access sequence.

d) Return to the overview tree for output control.

e) Choose Maintain Access Sequences.

© Copyright . All rights reserved. 67

 Unit 3: Output

f) Select the row containing access sequence Z001.

g) In the dialog structure, choose Accesses.

2. Which key combinations can you use to make output determination for the output type
BA00 dependent on the current time?

Use the key combinations Sales Organization/Distribution Channel/Division/Customer,

For SAP E‐Academy Internal Training Only

Sales Organization/Customer, and Order Type/Sales Organization/Sold-to Party to make

For SAP E‐Academy Internal Training Only

output determination for the output type BA00 dependent on the current time.

3. Create an output condition record for customer T-S50A## with output type BA00.
Enter the following details:
Field Value
Sales Organization 1000

Transmission medium Fax

Date/Time Send with application own

transaction

a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution →  Master
Data →  Output →  Sales Document →  Create.

b) Enter BA00 in the Output Type field.

c) Choose the Key combination pushbutton.

d) Select the Sales Organization/Customer Number radio button.

e) Choose Continue.

f) Refer to the table in the exercise and enter the details.

g) Save your data.

Task 3
Test output configuration.

1. Create an order with order type ZA## for the following purchase order details from
customer T-S50A##:

Field Value
Sold-To Party T-S50A##

PO Number ##-1-3

Req. delivery date In one week

Material T-AS1##

Order Quantity 10

68 © Copyright . All rights reserved.

 Lesson: Adjusting Output Determination

a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Order →  Create.

b) Enter ZA## in the Order Type field.

c) Refer to the table in the exercise and enter the data.

d) Save your data.

2. Check whether the output determination has determined the desired result. If necessary,
For SAP E‐Academy Internal Training Only

use the analysis function for output determination to locate any problems.

For SAP E‐Academy Internal Training Only

a) Choose Extras →  Output →  Header →  Edit.

b) Choose Goto → Determin. analysis.

3. What problem has the determination analysis found?

a) Fax number cannot be determined for partner T-S50A##.

4. Terminate the order entry.

a) Exit the order entry page.

5. Enter the fax number 123456789 in the customer master record of customer T-S50A##.
a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution →  Master
Data →  Business Partner →  Customer →  Change →  Sales and Distribution.

b) Enter the customer and sales area data.

c) On the Address tab page, enter data in the Fax field.

d) Save your data.

6. Try again to create a sales order using the data of step 1.

7. Check whether the output is generated or not.

© Copyright . All rights reserved. 69

 Unit 3: Output

LESSON SUMMARY
You should now be able to:
● Adjust output determination
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

70 © Copyright . All rights reserved.

 Unit 3
Lesson 2
Adjusting Output Types
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson describes the basic principles of processing printed output with SAPscript.

Business Example
Changing output types to meet customer-specific requirements is an importantpart of many
implementation projects. These adjustments include providing additional fields, logos and
barcodes as well as displaying additional header and item texts. You might also need to add
new, customer-specific output types.. For this reason, you require the following knowledge:
● An understanding of how are the output types processed in the SAP system
● An understanding of the degree of difficulty involved in adjusting the existing layout for
output types
● An understanding of the steps needed for integrating customer-specific output types

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Adjust output types

Procurement and Preparation of Data

Figure 29: Procuring and Preparing Data

A database stores the structure and data of the documents that are processed online. To
transmit output, the system procures the necessary data from the database and prepares it
for the required transmission medium.

© Copyright . All rights reserved. 71

 Unit 3: Output

Printing Data
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 30: Printing Data

The system procures and prepares data in two separate steps when printing documents. The
printing controls are first defined in the SAPscript form, independently of the print output
program. The output is then transmitted to a printer or other output device.

Example – Output BA00 (Order Confirmation)

Figure 31: Example – Output BA00 (Order Confirmation)

Some of the available communication structures for printing documents are as follows:
● VBDKA (document header view for inquiry, quotation, and order)
● VBDPA (document item view for inquiry, quotation, and order)

72 © Copyright . All rights reserved.

 Lesson: Adjusting Output Types

● VBDKL (document header view for delivery note)

● VBDPL (document item view for delivery note)
● VBDKR (document header view for billing document)
● VBDPR (document item view for billing document)

New Fields for Printing Documents – Case 1

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 32: New Fields for Printing Documents – Case 1

Changing output types can provide additional fields, logos, and barcodes, as well as display
additional header and item texts.
Simple changes that do not need preparation logic or new fields in the communication
structure can be processed directly in the SAPscript form.

A form modification is simple if it meets the following prerequisites:

● The field exists in the communication structure.
● The field is not contained in the form.
● The field can be integrated into the form in an existing format.

© Copyright . All rights reserved. 73

 Unit 3: Output

New Fields for Printing Documents – Case 2

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 33: New Fields for Printing Documents – Case 2

New fields for printing documents are copied into the following INCLUDES (structures
integrated into the communication structures):
● Header data for order documents in VBDKAZ (contained in VBDKA)
● Item data for order documents in VBDPAZ (contained in VBDPA)
● Header data for delivery documents in VBDKLZ (contained in VBDKL)
● Item data for delivery documents in VBDPLZ (contained in VBDPL)
● Header data for billing documents in VBDKRZ (contained in VBDKR)
● Item data for billing documents in VBDPRZ (contained in VBDPR)

Now, the new field can be processed in the form as in Case 1. Occasionally, the system may
need to access the processing program, for example, if additional data needs to be read.

74 © Copyright . All rights reserved.

 Lesson: Adjusting Output Types

Integration of a New Output Type

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 34: Integrating a New Output Type

New output types are normally based on existing document types. If you need to create any
new document data, you can copy most of it from an existing communication structure.
When writing the processing program and its form definition, you need an ABAP programmer
and someone familiar with SAPscript.

Example – Customer’s Material Label ZMAT

Figure 35: Example – Customer’s Material Label ZMAT

A processing program needs to be written for procuring the transmission data and controlling
the form output. This program must be given a name from the customer name range that
starts from Z (for example, ZZLO650). The program must be based on the specified
communication structures VBDKL (document header view for delivery note) and VBDPL
(document item view for delivery note).

© Copyright . All rights reserved. 75

 Unit 3: Output

The processing program, together with the relevant SAPscript form in which the required
layout was programmed (named, for example, ZZ_MAT_LABEL), is assigned to output type
ZMAT in Customizing. You must add output type ZMAT to the output determination
procedure for deliveries so that the system includes it during output determination.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

76 © Copyright . All rights reserved.

 Unit 3
Exercise 7
Analyze the Processing of Outputs
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
During the implementation project, you made the following minor changes requested by the
customer service department to the layout of the forms for quotation and order confirmation:
● The terms of delivery (Incoterms) along with the description need to be printed in the sales
documents.
● When creating quotations, the quotation header text only needs to be printed in the
quotation confirmation document.
● When a sales order is created with reference to this quotation, this quotation text needs
not appear in the order confirmation.

You need to check whether these changes work.

Task 1

1. Search for the quotation with purchase order number ##-2-4.1 and display the output
for the quotation on the screen.

2. Was the quotation header text displayed in the print output?

3. Was the description of the Incoterms displayed in the print output?

4. Use the document flow to find the order that was created with reference to this quotation
and display the output for the order on the screen.

5. Did you get the quotation header text as output in the order confirmation?

© Copyright . All rights reserved. 77

 Unit 3
Solution 7
Analyze the Processing of Outputs
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
During the implementation project, you made the following minor changes requested by the
customer service department to the layout of the forms for quotation and order confirmation:
● The terms of delivery (Incoterms) along with the description need to be printed in the sales
documents.
● When creating quotations, the quotation header text only needs to be printed in the
quotation confirmation document.
● When a sales order is created with reference to this quotation, this quotation text needs
not appear in the order confirmation.

You need to check whether these changes work.

Task 1

1. Search for the quotation with purchase order number ##-2-4.1 and display the output
for the quotation on the screen.
a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Quotation →  Display.

b) Enter the quotation document number. Do not press ENTER; you need to remain on
the initial screen to process the output.

c) Choose Sales document → Issue Output To.

d) In the Output output dialog box, select the row for AN00 and choose the Print preview
pushbutton.

2. Was the quotation header text displayed in the print output?

Yes, the quotation header text was output.

3. Was the description of the Incoterms displayed in the print output?

Yes, the description of the Incoterms was output.

4. Use the document flow to find the order that was created with reference to this quotation
and display the output for the order on the screen.
a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Quotation →  Display.

b) Enter the quotation number.

78 © Copyright . All rights reserved.

 Lesson: Adjusting Output Types

c) Choose the Display document flow pushbutton.

d) Select the order number.

e) Choose the Display document pushbutton.

f) Choose the Header output preview pushbutton.

5. Did you get the quotation header text as output in the order confirmation?
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

No, the quotation header text was no longer output.

© Copyright . All rights reserved. 79

 For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

Unit 3: Output

80
For SAP E‐Academy Internal Training Only
 Unit 3
Exercise 8
Adjust and Process an Output Type
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 36: Converting Requirements to the Output Control

After implementing the requirements from the department using the text control, you need to
perform the relevant steps in the output control.

Business Example
To optimize sales and distribution processing in your company, you have created a special
material label (output type ZMAT) in the SAP system. The use of this new item text type
Additional label text, output with the material label, is intended to make it easier for the
customer or retailer to identify the delivered goods and assign them to the correct end
customers.
Your colleagues in the programming department have informed you that programming is
completed for output type ZMAT and is ready for testing.
Adjust and process output type ZMAT.

Task 1
Check the requirements of the output type ZMAT.

1. Check whether output type ZMAT is correctly configured in Customizing.

2. Which procedure contains ZMAT (ZMAT must be an item output for deliveries)?

3. Which access sequence is assigned to the output type?

4. Which processing program and form is assigned?

© Copyright . All rights reserved. 81

 Unit 3: Output

Task 2
Change the settings so that you can also use output type ZMAT for your shipping point Z0##.

1. Define the print parameters for your shipping point Z0##.

Enter the following details:
Field Value
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Shipping Point Z0##

OutputDevice LP01

Suffix 1 ZMAT

Suffix 2 MAT-LABEL

2. Create output condition records for your customers T-S50A## and TS50B## for output
type ZMAT.
Enter the following details:
Field Value
Sales/Organization 1000

Medium 1 (Print output)

Date/Time 3 (Send with application own transaction)

Task 3
Search for the order and create an outbound delivery for it.

1. Search for the order with purchase order number ##-2-4.3 and create an outbound
delivery for it.

2. On the output screen for the item, check that the system finds and sets output type ZMAT.
Use the determination analysis to solve any problems.

3. If the output determination is correct, save the delivery.

4. Print the label.

5. View the output generated in the spool.

82 © Copyright . All rights reserved.

 Unit 3
Solution 8
Adjust and Process an Output Type
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 36: Converting Requirements to the Output Control

After implementing the requirements from the department using the text control, you need to
perform the relevant steps in the output control.

Business Example
To optimize sales and distribution processing in your company, you have created a special
material label (output type ZMAT) in the SAP system. The use of this new item text type
Additional label text, output with the material label, is intended to make it easier for the
customer or retailer to identify the delivered goods and assign them to the correct end
customers.
Your colleagues in the programming department have informed you that programming is
completed for output type ZMAT and is ready for testing.
Adjust and process output type ZMAT.

Task 1
Check the requirements of the output type ZMAT.

1. Check whether output type ZMAT is correctly configured in Customizing.

a) Go to Customizing for Logistics Execution under Shipping → Basic Shipping
Functions → Output Control → Output Determination → Maintain Output
Determination for Outbound Deliveries → Maintain Output Types.

b) Choose the Position pushbutton.

© Copyright . All rights reserved. 83

 Unit 3: Output

c) In the Another entry dialog box, enter ZMAT in the Output Type field.

d) Choose Continue.

e) Return to the previous screen.

2. Which procedure contains ZMAT (ZMAT must be an item output for deliveries)?
a) Go to Customizing for Logistics Execution under Shipping → Basic Shipping
Functions → Output Control → Output Determination → Maintain Output
For SAP E‐Academy Internal Training Only

Determination for Outbound Deliveries → Maintain Output Determination Procedure.

For SAP E‐Academy Internal Training Only

b) Select the row containing the entry V20001.

c) In the dialog structure, double-click Control Data.

3. Which access sequence is assigned to the output type?

a) Go to Customizing for Logistics Execution under Shipping → Basic Shipping
Functions → Output Control → Output Determination → Maintain Output
Determination for Outbound Deliveries → Maintain Output Types.

b) Choose the Position pushbutton.

c) In the Another entry dialog box, enter ZMAT in the Output Type field.

d) Choose Continue.

e) Choose the Details pushbutton. The access sequence 0003 is assigned to the output
type ZMAT.

f) Return to the Customizing screen.

4. Which processing program and form is assigned?

a) Go to Customizing for Logistics Execution under Shipping → Basic Shipping
Functions → Output Control → Output Determination Maintain → Output
Determination for Outbound Deliveries → Maintain Output Types.

b) Choose the Position pushbutton.

c) In the Another entry dialog box, enter ZMAT in the Output Type field.

d) Choose Continue.

e) Select the row containing output type ZMAT.

f) In the dialog structure, double-click Processing Routines.

g) For medium 1, the following details display:

Field Value
Program ZZLO650
Form ZZ_MAT_LABEL

h) Return to the Customizing screen.

Task 2
Change the settings so that you can also use output type ZMAT for your shipping point Z0##.

84 © Copyright . All rights reserved.

 Lesson: Adjusting Output Types

1. Define the print parameters for your shipping point Z0##.

Enter the following details:
Field Value
Shipping Point Z0##

OutputDevice LP01

Suffix 1 ZMAT
For SAP E‐Academy Internal Training Only

Suffix 2

For SAP E‐Academy Internal Training Only

MAT-LABEL

a) Go to Customizing for Logistics Execution under Shipping → Basic Shipping

Functions → Output Control → Output Determination → Define print parameters
shipping.

b) Choose Shipping (V2) → ZMAT.

c) Choose the New Entries pushbutton.

d) Refer to the table in the exercise and enter the data.

e) Save your data.

f) Return to the main screen.

2. Create output condition records for your customers T-S50A## and TS50B## for output
type ZMAT.
Enter the following details:
Field Value
Sales/Organization 1000

Medium 1 (Print output)

Date/Time 3 (Send with application own transaction)

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Master

Data → Output → Shipping → Create.

b) Enter ZMAT in the Output Type field.

c) Choose the Key combination pushbutton.

d) Select the Sales Organization/Customer Number radio button.

e) Choose Continue.

f) Refer to the table in the exercise and enter the data for both customers.

g) Save your data.

Task 3
Search for the order and create an outbound delivery for it.

© Copyright . All rights reserved. 85

 Unit 3: Output

1. Search for the order with purchase order number ##-2-4.3 and create an outbound
delivery for it.
a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Order →  Display.

b) Search for A: Sales documents by Customer Purchase Order Number.

c) On the Sales Document according to customer PO number tab page, enter ##-2-4.3
in the Purchase order no. field.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

d) Choose Continue.

e) Select the correct document from the hit list and choose Continue.

f) Return to the SAP Easy Access screen.

g) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping

and Transportation → Outbound Delivery → Create → Single Document → With
Reference to Sales Order.

h) In the Shipping point field, enter Z001.

i) In the Selection date field, change the date to the end of next week and choose Enter.

2. On the output screen for the item, check that the system finds and sets output type ZMAT.
Use the determination analysis to solve any problems.
a) Select the row containing delivery item 10.

b) Choose Extras → Delivery Output → Item.

c) Choose Goto → Determin. analysis.

3. If the output determination is correct, save the delivery.

a) Check the output determination and save the delivery.

b) Return to the SAP Easy Access screen.

4. Print the label.

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping
and Transportation → Communication / Printing → Outbound Delivery Output.

b) In the selection screen, enter the following details:

Field Value
Output Type ZMAT

Shipping Point/Receiving Pt Z0##

Delivery Delivery from last activity

c) Choose the Execute pushbutton.

d) Choose the list of delivery items.

e) Choose the Process pushbutton.

5. View the output generated in the spool.

a) Choose System → Services → Output Control.

86 © Copyright . All rights reserved.

 Lesson: Adjusting Output Types

b) Choose the Execute pushbutton.

c) Select the relevant spool request.

d) Choose the Display contents pushbutton.

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. 87

 Unit 3: Output

LESSON SUMMARY
You should now be able to:
● Adjust output types
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

88 © Copyright . All rights reserved.

 Unit 3
Lesson 3
Using PDF-Based Forms in the Sales Process
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson shows you how to use PDF-based forms in the sales process.

Business Example
As a sales representative, you want to use the PDF-based forms for the Web application, such
as sales summary. For this reason, you require the following knowledge:
● An understanding of sales documents for which PDF-based forms are available
● An understanding of the business function that needs to be activated to use these forms

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Use PDF-based forms in the sales process

PDF-Based Forms

Figure 37: Order Confirmation – SAPscript and PDF-Based

In the Form Builder, PDF-based forms are defined for the sales process. These PDF-based
forms can replace the SAPscript forms used before now.

The technical prerequisites for PDF-based forms are as follows:

● SAP ERP 6.0 enhancement package 2 is installed

© Copyright . All rights reserved. 89

 Unit 3: Output

● The business function SD_01 must be active (transaction SFW5)

The following forms are available in the Form Builder:

● Order confirmation (SD_SDOC_FORM01)
● Invoice/billing document (SD_INVOICE_FORM01)
● Invoice list (SD_BIL_LIST_FORM01)

Customer contact (SD_CAS_FORM01)

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

● Output form for sales summary (SD_CFS_FORM01)
● Mailing example for customer contact (SD_CAS_MAIL_FORM01)

The PDF-based forms are defined in the Form Builder. To access the Form Builder, on the
SAP Easy Access screen, choose Tools → Form Printout → Interactive Forms (transaction
SFP).
Customers can use these forms to set up their own forms.
The forms are assigned to the output type, just like all other forms. For the order confirmation
SD_SDOC_FORM01, the relevant processing program is SD_SDOC_PRINT01.

Related Information
See http://help.sap.com.
To view the documentation in the SAP online help, search for SAP Interactive Forms by Adobe
and choose PDF-based Print Forms.

LESSON SUMMARY
You should now be able to:
● Use PDF-based forms in the sales process

90 © Copyright . All rights reserved.

 Unit 3

Learning Assessment
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following are prerequisites of a simple form modification?
Choose the correct answers.

X A A field exists in the communication structure.

X B A field can be integrated into the form in an existing format.

X C A field is added to the existing communication structure.

2. Which of the following PDF-based forms are available in the Form Builder?
Choose the correct answers.

X A Order confirmation

X B Invoice list

X C Customer contact

X D To-do list

© Copyright . All rights reserved. 91

 Unit 3

Learning Assessment - Answers

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following are prerequisites of a simple form modification?
Choose the correct answers.

X A A field exists in the communication structure.

X B A field can be integrated into the form in an existing format.

X C A field is added to the existing communication structure.

2. Which of the following PDF-based forms are available in the Form Builder?
Choose the correct answers.

X A Order confirmation

X B Invoice list

X C Customer contact

X D To-do list

92 © Copyright . All rights reserved.

 UNIT 4 Enhancements and
Modifications
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Lesson 1
Controlling the Customer Master Using Account Groups 94
Exercise 9: Define a new Account Group 99

Lesson 2
Adjusting the Screen Set-Up of a Transaction 106
Exercise 10: Adjust the Screen Set-Up of a Transaction 109

UNIT OBJECTIVES

● Control the customer master using account groups

● Adjust the screen set-up of a transaction

© Copyright . All rights reserved. 93

 Unit 4
Lesson 1
Controlling the Customer Master Using
Account Groups
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson shows you how to control the customer master using account groups.

Business Example
You want to modify the interface for screen transactions to meet the requirements of
different business transactions and user groups. For this reason, you require the following
knowledge:
● How to define account groups to maintain customer master records

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Control the customer master using account groups

Control of Customer Master Data Using Account Groups

Figure 38: Customer Master

Sales data constitutes the basic data for Sales and Distribution (SD) and Shipping.
Company code data constitutes the basic data for Financial Accounting (FI).
General data of customer master is client specific. It is valid for all company codes as well as
all sales areas. Therefore, the customer number used in SD is identical to the customer
number used in FI.

94 © Copyright . All rights reserved.

 Lesson: Controlling the Customer Master Using Account Groups

Customer Master – Account Groups

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 39: Customer Master – Account Groups

An account group is a classification within the customer master records.

The account group controls the following parameters:

● Which entries in the master record are required or optional (field selection)
● The number range for the customer account number
● Whether the number (external or internal) is assigned by the user or the system
● Whether the account is a one-time account (CPD account)
● Which output determination procedure is used 

You can define your own account groups to those account groups that are predefined in the
SAP standard system.

© Copyright . All rights reserved. 95

 Unit 4: Enhancements and Modifications

Customer Master – Selecting Fields for Data Groups

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 40: Customer Master – Selecting Fields for Data Groups

You can define general data as well as the data specific to sales and distribution and the
company code in the customer master record.
You can use field selection for each account group to determine whether field entries are
optional or required. You can hide the fields that are not required.

Customer Master – Field Selection for Account Groups

Figure 41: Customer Master – Field Selection for Account Groups

Account groups are already set up in the SAP standard system for the different partner
functions.

Examples of the mandatory partner functions are as follows:

96 © Copyright . All rights reserved.

 Lesson: Controlling the Customer Master Using Account Groups

● Sold-to party
● Ship-to party
● Payer
● Bill-to party

The system selects specific fields for each of these account groups. The field selection
depends on the functions within the required partner function.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Customer Master – Additional Influences on Field Selection

Figure 42: Customer Master – Additional Influences on Field Selection

In addition to the account group, the transactions for creating, changing, and displaying a
customer master record also influence the fields that are selected.

Transactions that influence field selections are as follows:

● Transactions that can be used from a sales and distribution perspective
● Transactions that can be used from an accounting perspective
● Transactions that can be used centrally for both perspectives

In the SAP standard system, you can maintain banking details using either the accounting or
the central transaction, for example.

© Copyright . All rights reserved. 97

 Unit 4: Enhancements and Modifications

Linking Rules for Field Selection

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 43: Linking Rules for Field Selection

The field status information for the two influencing factors, account group and transaction,
are combined in pairs. The status with the highest priority is always chosen first.

98 © Copyright . All rights reserved.

 Unit 4
Exercise 9
Define a new Account Group
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
To ensure that order entry is as easy as possible with no system queries about incomplete
customer master data, your company has decided that Incoterms must always be entered in
the sales and distribution data for a customer master record.
Define a new account group and then define a new customer master record with it.

Task 1
You want to maintain your system in a way that the Incoterms must always be entered in
sales and distribution data when customer master data is maintained.
The system must also create a sequential customer number automatically when you create a
new customer master record. Define a new account group with these characteristics.

1. Define a new account group by copying the existing account group 0001.
Enter the following details:
Field Value
Account group Z##

Description LO650-## Customers

2. On the Details screen, assign a number range to your new account group so that the
system issues numbers automatically as required.

3. Branch from the Details screen for your account group to the field status for the sales
data.

4. Use the subgroup list to find the group that contains the Incoterms. Choose the correct
subgroup and set the Incoterms as a required entry field.

Task 2

1. Customers with account group Z## should be able to copy the following default partner
functions:
● Sold-to party
● Ship-to party
● Bill-to party
● Payer

Make the relevant assignments in Customizing for SD.

© Copyright . All rights reserved. 99

 Unit 4: Enhancements and Modifications

Task 3

1. Create a new customer master record from the sales view with your new account group
Z##.
Enter the following details:
Field Value
For SAP E‐Academy Internal Training Only

Sales Organization 1000

For SAP E‐Academy Internal Training Only

Distribution Channel 12

Division 00

Account group Z##

2. Now try to enter a customer number. Does the system allow you to do this?

3. Choose the following data :

Search term : LO650-##
Country : Germany
Language: Language of the course
Transportation zone: D000020000
Shipping condition: 01
Tax classification: 1

4. Try to leave the billing data screen without entering the Incoterms. Does the system allow
you to do this.
No, because the Incoterms are defined as required entries.

5. Enter the Incoterms FH, save the customer master record, and note the customer
number.

100 © Copyright . All rights reserved.

 Unit 4
Solution 9
Define a new Account Group
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
To ensure that order entry is as easy as possible with no system queries about incomplete
customer master data, your company has decided that Incoterms must always be entered in
the sales and distribution data for a customer master record.
Define a new account group and then define a new customer master record with it.

Task 1
You want to maintain your system in a way that the Incoterms must always be entered in
sales and distribution data when customer master data is maintained.
The system must also create a sequential customer number automatically when you create a
new customer master record. Define a new account group with these characteristics.

1. Define a new account group by copying the existing account group 0001.
Enter the following details:
Field Value
Account group Z##

Description LO650-## Customers

a) Go to Customizing for Logistics - General under Business Partner →  Customers → 

Control →  Define Account Groups and Field Selection for Customers.

b) Select the row containing account group 0001.

c) Choose the Copy as pushbutton.

d) Refer to the table in the exercise and enter the data.

e) Choose Enter.

2. On the Details screen, assign a number range to your new account group so that the
system issues numbers automatically as required.
a) Select the row containing the new account group Z##.

b) Choose the Details pushbutton.

c) Enter 02 in the Number range field.

3. Branch from the Details screen for your account group to the field status for the sales
data.
a) Place the cursor on the Sales area data field in the Field status area.

b) Choose the Expand field status pushbutton.

© Copyright . All rights reserved. 101

 Unit 4: Enhancements and Modifications

4. Use the subgroup list to find the group that contains the Incoterms. Choose the correct
subgroup and set the Incoterms as a required entry field.
a) Choose the Subgroup list pushbutton. The Incoterms are in Billing in the Select Group
area.

b) In the Subgroup List dialog box, choose Continue.

c) Double-click Billing in the Select Group section.

For SAP E‐Academy Internal Training Only

d) Select the Req. Entry radio button for the Incoterms field.

For SAP E‐Academy Internal Training Only

e) Save your data.

Task 2

1. Customers with account group Z## should be able to copy the following default partner
functions:
● Sold-to party
● Ship-to party
● Bill-to party
● Payer

Make the relevant assignments in Customizing for SD.

a) To assign the permitted partner functions to account group Z##, go to Customizing
for Sales and Distribution under Basic Functions → Partner Determination → Set Up
Partner Determination.

b) In the Choose Activity dialog box, choose Set Up Partner Determination for Customer
Master.

c) Choose the Choose pushbutton.

d) In the dialog structure, choose Account Groups - Function Assignment.

e) Choose the New Entries pushbutton.

f) Enter the partner functions SP, BP, PY, and SH.

g) Enter the account group Z## for each partner function.

h) Save your assignments.

Task 3

1. Create a new customer master record from the sales view with your new account group
Z##.
Enter the following details:
Field Value
Sales Organization 1000

Distribution Channel 12

102 © Copyright . All rights reserved.

 Lesson: Controlling the Customer Master Using Account Groups

Field Value
Division 00

Account group Z##

a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution →  Master
Data →  Business Partner →  Customer →  Create →  Sales and Distribution.
For SAP E‐Academy Internal Training Only

b) In the Customer Create: Initial Screen dialog box, enter a customer number.

For SAP E‐Academy Internal Training Only

c) Choose Continue. The system does not allow this because numbers are issued
internally for account group Z##.

d) Enter the following details:

Field Value
Country Germany

Search term LO650-##

Language Language of the course

Transportation zone D000020000

Shipping Conditions 01

Tax classification 1

e) Choose the Sales Area Data pushbutton.

f) Enter data in the required fields.

g) Save the master record.

2. Now try to enter a customer number. Does the system allow you to do this?

3. Choose the following data :

Search term : LO650-##
Country : Germany
Language: Language of the course
Transportation zone: D000020000
Shipping condition: 01
Tax classification: 1

4. Try to leave the billing data screen without entering the Incoterms. Does the system allow
you to do this.
No, because the Incoterms are defined as required entries.

5. Enter the Incoterms FH, save the customer master record, and note the customer
number.

© Copyright . All rights reserved. 103

 Unit 4: Enhancements and Modifications

a) Enter FH in the Incoterms field.

b) Save your data. The system generates customer number.

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

104 © Copyright . All rights reserved.

 Lesson: Controlling the Customer Master Using Account Groups

LESSON SUMMARY
You should now be able to:
● Control the customer master using account groups
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. 105

 Unit 4
Lesson 2
Adjusting the Screen Set-Up of a Transaction
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

LESSON OVERVIEW
This lesson shows you how to adjust the screen setup of a transaction.

Business Example
You want to adjust the individual transactions using transaction variants, and define your own
views for displaying a large number of tables. For this reason, you require the following
knowledge:
● How to adjust screens that use the display element “table control” to meet your
requirements
● How to create transaction variants

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Adjust the screen set-up of a transaction

Personalization Using Table Controls

Figure 44: Table Control

Table control, a display element, enables you to configure the table view to meet the
customer-specific requirements. This is particularly useful when the table contains many
fields.

You can perform the following activities to customize the view of data to work easily:

106 © Copyright . All rights reserved.

 Lesson: Adjusting the Screen Set-Up of a Transaction

● Change the sequence of columns.

● Change the width of columns and make them invisible.
● Save the settings as a display variant.
● Make their display variant the standard setting.

An administrator can also hide individual fields for the whole screen. Choose the authorization
object S_ADMI_FCD in the Basis Administration authorization class.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Transaction Variants

Figure 45: Transaction Variants

Transaction processes can be simplified with screen variants.

The screen variants simplify the transaction processes in the following ways:
● Enter default values in fields
● Hide and change the ready for input status of fields
● Hide whole screens

Hiding and compressing screens as well as fields makes your work with the SAP system easy
and gives you a better overview.

The important features of a transaction variant are as follows:

● It is made up of screen variants.
● It is assigned to one transaction alone. Each transaction can have several variants.
● It is only permitted for dialog transactions.

If you are using batch input or batch input recording, the system does not consider the values
in the transaction variants.
The supplementary tool GuiXT allows for flexible design of individual screens. GuiXT uses a
script language for scripts that run on the front end. For more information on the homepage
for the manufacturers of GuiXT, see http://www.synactive.com.

© Copyright . All rights reserved. 107

 Unit 4: Enhancements and Modifications

Transaction Variants for VA01

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Figure 46: Calling Transaction Variants for VA01

A transaction variant is normally called using a variant transaction that can be incorporated in
a user role, for example. With sales document types, an additional option is to assign the
transaction variant in Customizing for the sales document type. This special feature results in
dependencies, which are illustrated in the figure.

108 © Copyright . All rights reserved.

 Unit 4
Exercise 10
Adjust the Screen Set-Up of a Transaction
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
Since each person’s daily tasks are different, the users in your company may want to
configure the screen transactions themselves according to their individual needs. You want to
learn about this option so that you can explain it to the users.
Adjust the screen set-up of transaction VA01.

1. Create an order with order type OR for the following purchase order details:
Field Value
Sold-To Party search term LO650-##

PO Number ##-1-2

Req. delivery date Immediately

Material T-AS1##

Order Quantity 10

Material T-AS2##

Order Quantity 10

2. Use table control to reduce the width of the Order Quantity column in the Overview screen.

3. Change the sequence of columns by putting the Net value field behind the Description
field.

4. Save your changes as a display variant under the name LO650-##.

5. Set display variant LO650-## as your standard setting.LO650-## as your standard

setting.

Task 2

1. Create a transaction variant with the name ZLO650_## for transaction VA01 (Create
order).

2. Create transaction code ZLO650_## for your transaction variants.

3. Include the transaction ZLO650## in your Favorites menu.

© Copyright . All rights reserved. 109

 Unit 4
Solution 10
Adjust the Screen Set-Up of a Transaction
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

Business Example
Since each person’s daily tasks are different, the users in your company may want to
configure the screen transactions themselves according to their individual needs. You want to
learn about this option so that you can explain it to the users.
Adjust the screen set-up of transaction VA01.

1. Create an order with order type OR for the following purchase order details:
Field Value
Sold-To Party search term LO650-##

PO Number ##-1-2

Req. delivery date Immediately

Material T-AS1##

Order Quantity 10

Material T-AS2##

Order Quantity 10

a) On the SAP Easy Access screen, choose Logistics →  Sales and Distribution → 
Sales →  Order →  Create.

b) Enter OR in the Order Type field.

c) Choose Enter.

d) Refer to the table in the exercise and enter the data.

e) Save your data.

2. Use table control to reduce the width of the Order Quantity column in the Overview screen.
a) Place the cursor on the dividing line between the Order quantity and SU fields and then
drag the line to the left.

3. Change the sequence of columns by putting the Net value field behind the Description
field.
a) Place the cursor on the column heading for the Net value field and drag the field to the
right of the Description field.

4. Save your changes as a display variant under the name LO650-##.

a) Choose the Configuration pushbutton.

110 © Copyright . All rights reserved.

 Lesson: Adjusting the Screen Set-Up of a Transaction

b) In the Table Settings dialog box, enter the name for your display variant.

c) Choose the Create pushbutton.

d) Save your data.

5. Set display variant LO650-## as your standard setting.LO650-## as your standard

setting.
a) Choose the Configuration pushbutton.
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

b) Select your display variant as the standard variant.

c) Save your data.

Task 2

1. Create a transaction variant with the name ZLO650_## for transaction VA01 (Create
order).
a) Go to Customizing for SAP NetWeaver under General Settings → Field Display
Characteristics → Configure Application Transaction Fields.

b) Enter the following details:

Field Value
Transaction Code VA01

Transaction Variant ZLO650_##

c) Run the transaction for the first screens and create a screen variant for the individual
screens.

d) Save and test your entries.

2. Create transaction code ZLO650_## for your transaction variants.

a) Go to Customizing for SAP NetWeaver under General Settings → Field Display
Characteristics → Configure Application Transaction Fields.

b) Enter the following details:

Field Value
Transaction Code VA01

Transaction Variant ZLO650_##

c) Choose Goto → Create variant transaction.

d) In the Create Transaction dialog box, enter the transaction name ZLO650_##.

e) Choose Continue.

f) Save your entries.

g) Return to the main screen.

3. Include the transaction ZLO650## in your Favorites menu.

© Copyright . All rights reserved. 111

 Unit 4: Enhancements and Modifications

a) On the SAP Easy Access screen, choose Favorites → Insert Transaction.

b) Enter the transaction code.

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

112 © Copyright . All rights reserved.

 Lesson: Adjusting the Screen Set-Up of a Transaction

LESSON SUMMARY
You should now be able to:
● Adjust the screen set-up of a transaction
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved. 113

 For SAP E‐Academy Internal Training Only

© Copyright . All rights reserved.

Unit 4: Enhancements and Modifications

114
For SAP E‐Academy Internal Training Only
 Unit 4

Learning Assessment
For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following are organizational levels at which customer master data can be
maintained?
Choose the correct answers.

X A Sales area data

X B General data

X C Valuation area

X D Company code data

© Copyright . All rights reserved. 115

 Unit 4

Learning Assessment - Answers

For SAP E‐Academy Internal Training Only

For SAP E‐Academy Internal Training Only

1. Which of the following are organizational levels at which customer master data can be
maintained?
Choose the correct answers.

X A Sales area data

X B General data

X C Valuation area

X D Company code data

116 © Copyright . All rights reserved.