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SAP – Customizing GuideSAP – Customizing GuideSAP Customizing - Table of Contents1.General Setting101.1. Set Countries101.1.1.Define Countries101.1.2.Set country–specific checks121.1.3.Insert regions131.2. Set Currencies1.2.1.Check currency codes1.3. Set Calendar1.3.1.Maintain calendar1.4. Field Display Characteristics2.15151616191.4.1.Global Field Display Characteristics201.4.2.Configure application transaction fields21Enterprise Structure2.1. Definition2.1.1.2324Financial Accounting272.1.1.1.Define company272.1.1.2.Define, copy, delete, check company code282.1.2.Controlling322.1.2.1.Maintain Controlling Area322.1.2.2.Create operating concern342.1.3.Logistics - General352.1.3.1.Define valuation level352.1.3.2.Define, copy, delete, check plant362.1.3.3.Define Location392.1.3.4.Define, copy, delete, check division402.1.4.Sales and Distribution422.1.4.1.Define, copy, delete, check sales organization432.1.4.2.Define, copy, delete, check distribution channel442.1.4.3.Maintain sales office462.1.4.4.Maintain sales group472.1.5.Materials Management482.1.5.1.Maintain storage location482.1.5.2.Maintain purchasing organization492.1.6.Logistics Execution2.1.6.1.printed by Ahmad RizkiDefine, copy, delete, check warehouse number52521 of 341

SAP – Customizing Guide2.1.6.2.Define, copy, delete, check shipping point532.1.6.3.Maintain loading point552.1.6.4.Maintain transportation planning point552.2. Assignment2.2.1.582.2.1.1.Assign company code to company582.2.1.2.Assign company code to credit control area592.2.1.3.Assign business area to consolidation business area592.2.1.4.Assign company code to financial management area602.2.1.5.Assign controlling area to financial management area602.2.2.Controlling622.2.2.1.Assign company code to controlling area622.2.2.2.Assign controlling area to operating concern632.2.3.Logistics - General642.2.3.1.Assign plant to company code642.2.3.2.Assign Business Area to Plant/Valuation Area and Division652.2.3.3.Data Comparison with Sales Plant/ValArea - Div - BusArea662.2.4.Sales and Distribution682.2.4.1.Assign sales organization to company code682.2.4.2.Assign distribution channel to sales organization692.2.4.3.Assign division to sales organization692.2.4.4.Set up sales area702.2.4.5.Assign sales office to sales area712.2.4.6.Assign sales group to sales office712.2.4.7.Assign sales organization - distribution channel - plant712.2.4.8.Assign sales area to credit control area722.2.5.Materials Management732.2.5.1.Assign purchasing organization to company code732.2.5.2.Assign purchasing organization to plant742.2.5.3.Assign standard purchasing organization to plant752.2.5.4.Assign purch. organization to reference purch. organization752.2.6.3.Financial Accounting56Logistics Execution772.2.6.1.Assign warehouse number to plant/storage location772.2.6.2.Assign shipping point to plant78Logistic – General793.1. Material Master793.1.1.Configuring the Material Master793.1.1.1.Here's How (Quick Guide Using an Example)793.1.1.2.Define Structure of Data Screens for Each Screen Sequence813.1.1.3.Assign Secondary Screens853.1.1.4.Maintain Order of Main and Additional Screens863.1.1.5.Maintain User Settings87printed by Ahmad Rizki2 of 341

SAP – Customizing Guide3.1.2.Field Selection3.1.2.1.3.1.3.Assign Fields to Field Selection GroupsBasic Settings88893.1.3.1.Define Output Format of Material Numbers903.1.3.2.Maintain Company Codes for Materials Management913.1.3.3.Material Types923.1.3.3.1. Define Attributes of Material Types923.1.3.3.2. Define Number Ranges for Each Material Type943.1.3.4.3.1.4.Define Attributes of System MessagesSettings for Key Fields95963.1.4.1.Define Material Groups963.1.4.2.Define Divisions973.1.4.3.Define Material Statuses983.1.4.4.Define Number Ranges for EANs/UPCs (Barcode)993.1.5.Tools1003.1.5.1.Maintain Authorizations and Authorization Profiles3.1.5.2.Initialize Period for Material Master Records3.2. Plant Master3.2.1.4.87101103105Control Data1053.2.1.1.Plant Profiles1053.2.1.2.Blocking Reasons1063.2.1.3.Departments107Sales & Distribution4.1. Master Data4.1.1.109Business Partners4.1.1.1.110Customers1114.1.1.1.1. Sales1114.1.1.1.1.1. Define Customer Groups1114.1.1.1.1.2. Define Sales Districts1124.1.1.1.2. Shipping4.1.1.1.2.1. Define Delivery Priorities4.1.1.1.3. Billing Document4.1.1.2.1121121134.1.1.1.3.1. Define Billing Schedule1134.1.1.1.3.2. Define Terms of Payment1144.1.1.1.3.3. Define Incoterms114Contact Person1154.1.1.2.1. Define Contact Person Functions1154.1.1.2.2. Define Buying Habits1164.2. Sales4.2.1.109117Sales Documents4.2.1.1.Sales Document Header4.2.1.1.1. Define Sales Document Typesprinted by Ahmad Rizki1171181183 of 341

SAP – Customizing Guide4.2.1.1.2. Define Number Ranges for Sales Documents1214.2.1.1.3. Define Purchase Order Types1224.2.1.1.4. Define Order Reasons1224.2.1.2.Sales Document Item1234.2.1.2.1. Define Item Categories1264.2.1.2.1.2. Completion rule for quotation / contract1264.2.1.2.1.3. Special stock indicator1274.2.1.2.1.4. Relevant for Billing1274.2.1.2.1.5. Block1284.2.1.2.1.6. Carry out pricing1284.2.1.2.2. Define Item Category Groups1284.2.1.2.3. Define Default Values For Material Type1294.2.1.2.4. Define Item Category Usage1304.2.1.2.5. Assign Item Categories1314.2.1.2.5.1. Sales document type1324.2.1.2.5.2. Default item category for the document1334.2.1.2.5.3. Manual entries allowed for item category in the document1334.2.1.2.6. Define Reasons For Rejection4.3. Billing4.3.1.1244.2.1.2.1.1. Item type133134Billing Document1344.3.1.1.Define Billing Types1344.3.1.2.Define Number Range For Billing Documents1374.3.1.3.Invoice Lists1384.3.1.3.1. Assign Invoice List Type To Each Billing Type4.3.1.4.4.3.2.Define Blocking Reason for BillingRebate Processing4.3.2.1.Rebate Agreements1421431444.3.2.1.2. Condition Type Groups144Intercompany Billing4.3.3.1.4.3.4.1414.3.2.1.1. Define Agreement Types4.3.2.1.2.1. Define Condition Type Groups4.3.3.139Define Order Types for Intercompany BillingBilling Plan1441451461474.3.4.1.Define Billing Plan Types1474.3.4.2.Define Date Descriptions1494.3.4.3.Define and Assign Date Categories1504.3.4.4.Maintain Date Proposals for Billing Plan Types1514.3.4.5.Assign Billing Plan Types to Sales Document Types1524.3.4.6.Assign Billing Plan Types To Item Categories1524.3.4.7.Define Rules for Determining Dates1524.4. Sales Support (CAS)4.4.1.Sales Activitiesprinted by Ahmad Rizki1541544 of 341

SAP – Customizing Guide4.4.1.1.Define Sales Activity Types1554.4.1.2.Sales activity status group1584.4.1.2.1. Overall processing status of document4.4.1.3.Define Sales Activity Reasons1594.4.1.4.Define Sales Activity Outcomes and Outcome Reasons1604.4.1.5.Define Sales Activity Descriptions1614.4.1.6.Define and Assign Number Ranges for Sales Activities1614.4.1.6.1. Number range in the case of internal number assignment4.4.1.7.4.4.2.Define Function-Related Authorization for Sales ActivitiesSales Summary4.4.2.1.5.158Define Reporting ViewsMaterial Management5.1. Consumption-Based Planning5.1.1.Plant Parameters5.1.1.1.5.1.2.Carry Out Overall Maintenance of Plant ParametersMRP Groups1621621631631641641641641665.1.2.1.Carry Out Overall Maintenance of MRP Groups1675.1.2.2.Define MRP Group for Each Material Type1685.1.3.Define Number Ranges for Planning Run1685.1.4.Master Data1695.1.4.1.Define MRP Controllers1705.1.4.2.Check MRP Types1705.1.4.3.Define Special Procurement Types1735.1.4.4.MRP Areas1765.1.5.5.1.4.4.1. Activate MRP for MRP Areas1775.1.4.4.2. Define MRP Areas178Procurement proposals1795.1.5.1.Define Order Profile1795.1.5.2.Define Conversion of Planned Orders into Purchase Requisition1805.1.5.3.Define Conversion of Purchase Requisition into Purchase Order1815.1.6.5.1.5.3.1. Indicator: Select all (reference to purchase requisition)1815.1.5.3.2. Indicator: Adopt all (assign and process requisition)1825.1.5.3.3. Indicator: Adopt all and save PO (assign and process PReq.)182Evaluation5.1.6.1.Configure MRP List / Stock/Requirements List1825.1.6.1.1. Company-Specific Configuration (Customizing)1825.1.6.1.2. User-Specific Configuration5.2. Purchasing5.2.1.182183185Environment Data1865.2.1.1.Define Attributes of System Messages1865.2.1.2.Define Default Values for Buyers1875.2.1.2.1. Default value for info update indicator in purchase orderprinted by Ahmad Rizki1875 of 341

SAP – Customizing Guide5.2.1.2.2. Indicator: Set acknowledgment requirement automatically1875.2.1.3.Define Tax Jurisdiction1885.2.1.4.Maintain Display Type for Date/Period1885.2.2.Material Master1895.2.2.1.Define Shipping Instructions1895.2.2.2.Define Purchasing Value Keys1905.2.3.5.2.2.2.1. Number of days for first reminder/urging letter (expediter)1915.2.2.2.2. Order acknowledgment requirement1915.2.2.2.3. Under delivery tolerance limit1915.2.2.2.4. Over delivery tolerance limit1915.2.2.2.5. Indicator: Unlimited over delivery allowed1915.2.2.2.6. Shipping instructions1925.2.2.2.7. Minimum delivery quantity (percentage)1925.2.2.2.8. Standardizing value for delivery time variance192Vendor Master5.2.3.1.Define Terms of Payment1921935.2.3.1.1. Payment Block (Default Value)1945.2.3.1.2. Payment method1945.2.3.1.3. Indicator: No default for the base date1945.2.3.1.4. Indicator: Term for installment payment1945.2.3.1.5. Cash Discount Percentage Rate1955.2.3.1.6. Days from Baseline Date for Payment1955.2.3.1.7. Due Date for Special Condition1955.2.3.1.8. Additional Months for Special Condition (Term 1)1955.2.3.2.Check Incoterms1955.2.3.3.Define Text Types for Central Texts1965.2.3.4.Define Text Types for Purchasing Organization Texts1975.2.3.5.Vendor Hierarchy1975.2.3.5.1. Define partner determination for hierarchy categories1975.2.3.5.2. Uniqueness in the master data1995.2.3.5.3. Assign Account Groups1995.2.3.5.4. Vendor account group1995.2.3.5.5. Assign purchasing organization2005.2.3.5.6. Assign hierarchy category per order document type2005.2.3.6.Contact Persons2015.2.3.6.1. Define Standard Departments2015.2.3.6.2. Define contact person functions2025.2.3.6.3. Contact person – additional functions2035.2.4.Create Purchasing Groups2045.2.5.Maintain Purchasing Area2045.2.6.Purchasing Area Determination2055.2.7.Purchasing Info Record2065.2.7.1.printed by Ahmad RizkiDefine Number Ranges2066 of 341

SAP – Customizing Guide5.2.7.2.5.2.8.Define Screen Layout207Source List5.2.8.1.209Define Source List Requirement at Plant Level5.2.8.1.1. Indicator: Source list requirement5.2.9.Quota Arrangement2092092105.2.9.1.Define Number Ranges2105.2.9.2.Define Quota Arrangement Usage2115.2.10. RFQ/Quotation2125.2.10.1. Define Number Ranges2125.2.10.2. Define Document Types2135.2.10.3. Release Procedure for RFQs2155.2.10.4. Define Screen Layout at Document Level2165.2.10.4.1.Combination of field selection keys2165.2.10.4.2.Field selection key2175.2.10.5. Texts for RFQs/Quotations5.2.10.5.1.220Define Text Types for Header Texts2205.2.10.6. Maintain Quotation Comments2215.2.10.7. Define Tolerance Limit for Archiving2215.2.11. Purchase Requisition2235.2.11.1. Define Number Ranges2235.2.11.2. Define Document Types2245.2.11.3. Processing Time2265.2.11.4. Release Procedure2265.2.11.4.1.Set Up Procedure Without Classification2275.2.11.4.2.Procedure with Classification2295.2.11.4.2.1.Edit Characteristics2305.2.11.4.2.2.Edit Classes231Set Up Procedure with Classification2325.2.11.4.2.3.5.2.11.4.2.3.1. Release group2375.2.11.4.2.3.2. Release code2375.2.11.4.2.3.3. Release indicator2375.2.11.4.2.3.4. Definition: release strategy2385.2.11.4.2.4.Check Release Strategies2395.2.11.5. Define Screen Layout at Document Level2415.2.11.6. Texts for Purchase Requisitions2445.2.11.6.1.Define Text Types2445.2.11.7. Define Tolerance Limit for Archiving2455.2.11.8. Set Up Stock Transport Requisition2465.2.11.9. Set Up Authorization Check for G/L Accounts2465.2.12. Purchase Order2475.2.12.1. Define Number Ranges2475.2.12.2. Define Document Types2495.2.12.3. Set Tolerance Limits for Price Variance251printed by Ahmad Rizki7 of 341