Wednesday, 6 July 2016

Text determination in SD


Text determination is a basic but often essential function of document processing.  Using text determination, text lines can be copied from one document to another such as from a customer master to a sales order. Once the organizational structure is in place, additional configuration related to texts and output may be completed in order to help manage sales transactions with customers and within a company, and to generate output for sales and sales support activities.  The usage of text is optional.

Texts: Texts are descriptions of additional information to help clarify data within SAP R/3.  Any relevant information can be freely defined, stored and maintained as the text both in the Customer Master record and in Sales & Distribution Documents. Texts are categorized by the Text Type. The text can be defined at the following levels:
           
·         Customer
o    Central Texts: defined at the Customer level
o    Contact Person: defined at the Customer level
o    Sales & Distribution: defined at the Customer/Sales Area level

·         Material
o    Info record: defined at the customer/material level

o    Pricing conditions
o    Agreements
o    Conditions

·         Document
o    Sales Document :defined at both the Header and Item level
o    Delivery :defined at both the Header and Item level
o    Billing :defined at both the Header and Item level
o    Shipment: defined at the Header level
o    Contact/Sales Activity :defined at the Header level

When creating a Sales Order, the text in the Sales Order refers to the Material, Customer or referenced Sales Order.  The referred text can be manually changed.

Define Output Configuration (V/44)

Output: Output control which is dependent on various criteria allows output to be processed and sent subject to certain conditions and restrictions.

For Output Control following needs to be defined:
·         Rules of output determination
·         Print parameters
·         When the sending of output is to be initiated

In the SAP R/3, outputs such as Order Confirmations, Delivery Notes, or Sales Invoices are controlled by the Customer Master, the Output Condition Record, and the Print Parameter.

When creating output, valid Output Condition Records are found utilizing the Output Determination Procedure. This procedure uses the Condition Technique like text determination and pricing. Output determination in sales and distribution allows user to control proposal using assignments and groupings in such a way that the system selects the output allowed in each sales transaction and carries out output processing according to predefined criteria. Output control occurs at the header and item levels.

In the SAP System there are two possible ways of controlling output determination for each output:
·         proposal of output from the customer master record
·         proposal of output using the condition technique
SAP recommends the output proposal using the condition technique. This is because it is much more flexible than taking the proposal via the customer master. For example, the condition technique makes it possible to determine the most suitable output from several different types of output.

In this step, define the print parameters are defined for sales, shipping, billing, transportation and sales activity output, for example. This is dependent on a predefined key. In the standard version of the SAP R/3 system, print parameters can, for example, be dependent on:
·         sales organization
·         sales organization/ distribution channel / division
·         sales office
·         shipping point
For example, it is possible to print out picking lists on a printer which is assigned to a particular shipping point, and sales order confirmations on another printer which is assigned to a particular sales office.


Define Output Layout (V/46)
In forms , definition of the layout of output documents is done. It is also defined which texts and data appear at which position of the output document. Forms are pre defined and allocated to the outputs which have been defined beforehand.  Forms define the text format and page layout of documents, which can be formatted (in accordance with the definitions) for display on the screen or for output to a printer.


Furthermore, user can allocate form texts (e.g. for address or letterhead) which appear in the output documents according to certain criteria (for example, sales organization or sales office).