Version Control History
Version Date Author Changes Made
1.0 2025-03-29 Abhay Singh Initial draft
Contents
1 Introduction .......................................................................................................................... 2
2 SAP Sales & Distribution Complete Configuration .................................................................... 3
2.1 Enterprise Structure ....................................................................................................... 3
2.1.1 Definition- ............................................................................................................... 4
2.1.2 Assignment- ............................................................................................................ 8
2.2 Master Data ................................................................................................................. 10
2.2.1 Customer Master Data ........................................................................................... 13
2.2.2 Material Master Data, Tcode- MM01, MM02, MM03 .................................................. 13
2.2.3 Pricing Conditions, T code- VK11 ............................................................................ 14
2.2.4 Customer-Material Info Record, T code- VD51, VD52, VD53 ...................................... 14
2.2.5 Output Master Data, T code- VV31, VV32, VV33 ....................................................... 14
2.2.6 Credit Management Master Data, T code-FD32 ........................................................ 14
2.3 Customer Account Group. ( T code- OVTO)...................................................................... 14
2.3.1 Create a new account group or modify an existing one. (OVTO) ................................. 15
2.3.2 3.1.1.2 Assign a name, description, and corresponding field status. (XDN1) .............. 16
2.4 Partner Determination Procedure (T code- VOPAN) ......................................................... 16
3 SAP Advance Tools .............................................................................................................. 19
3.1 Report Creation ............................................................................................................ 19
3.1.1 Quick Viewer (T code-SQVI) .................................................................................... 19
4 SAP Tips & Tricks ................................................................................................................. 25
4.1 How to Check SAP Version ............................................................................................ 25
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1 Introduction
This document serves as a comprehensive guide on SAP SD Configuration, SAP Tips & Tricks, and SAP
Advanced Tools, based on my experience. It aims to provide practical insights, best practices, and useful
techniques to enhance your understanding and efficiency in SAP SD.
Additionally, this document will include YouTube video links from my YouTube channel, SAP Minds, to
provide visual demonstrations and step-by-step explanations for better learning.
www.youtube.com/@SAPMinds
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2 SAP Sales & Distribution Complete Configuration
Introduction to SAP- https://youtu.be/Ooc2TzY8Hxw?si=9E25hFegQyErSMmZ
2.1 Enterprise Structure
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2.1.1 Definition-
Class 2- https://youtu.be/fHdovy2K2h8?si=yfuVfl_ngwTL6FRV
Class 3- https://youtu.be/L_n3X6ITnOg?si=yEPYSQXEQuY6unxJ
2.1.1.1 Sales and Distribution
2.1.1.1.1 Sales Organization
The Sales Organization is the highest-level unit in SAP SD that represents a part of the company
responsible for selling products or services.
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Key Features:
• Handles legal liability for sales transactions.
• Defines pricing, taxes, and sales-specific reporting.
• Acts as a bridge between the company code (financial entity) and the customer.
Configuration Path in SAP:
• SPRO > Enterprise Structure > Definition > Sales and Distribution> Define, Copy, Delete, Check
Sales Organization
2.1.1.1.2 2. Distribution Channel
The Distribution Channel represents the medium through which products or services are delivered to
customers. It allows flexibility in pricing, discounts, and order processing based on the delivery
method.
Key Features:
• Defines how products reach customers (e.g., Retail, Wholesale, E-commerce).
• Enables specific pricing strategies and promotional offers.
• Simplifies reporting for different sales channels.
Configuration Path in SAP:
• SPRO > Enterprise Structure > Definition > Sales and Distribution>Define Distribution Channel
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2.1.1.1.3 3. Division
The Division represents a product line or service category. It allows businesses to manage and
analyze sales data for specific products separately.
Key Features:
• Helps segregate products for reporting and analysis.
• Enables product-specific discounts and pricing.
• Divisions can be shared across multiple sales areas if needed.
Configuration Path in SAP:
• SPRO > Enterprise Structure > Definition > Logistics – General> Define, copy, delete, check
division
Important
Sales Area = Sales Organization + Distribution Channel + Division
Sales Line= Sales Organization + Distribution Channel
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2.1.1.2 Financial Accounting
1.Company code: - Company code is an organizational unit which is responsible for all the external
financial transactions which happens in the company.
Example: - Balance sheet and profit & loss statement.
2.1.1.3 Logistic General
2.1.1.3.1 Plant: - It is a physical location where we do the process of manufacturing finished goods
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2.1.1.4 Materials Management
2.1.1.4.1 Storage location: - It is a physical location where we store the goods within a plant.
2.1.1.5 Logistics Execution
2.1.1.5.1 Shipping point: -It is a physical location where we do the process of loading goods into
trucks , Rail for dispatching it to customers.
2.1.2 Assignment-
Class 4- https://youtu.be/LDIPodpqtJE?si=nyzu3uE9ETbXuAw7
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2.1.2.1 Sales and Distribution
2.1.2.1.1 Assign sales organization to company code-
Path- SPRO- Enterprise Structure- Assignment-Sales and Distribution
2.1.2.1.2 Assign distribution channel to sales organization
Path- SPRO- Enterprise Structure- Assignment-Sales and Distribution
2.1.2.1.3 Assign division to sales organization
Path- SPRO- Enterprise Structure- Assignment-Sales and Distribution
2.1.2.1.4 Set up sales area
Path- SPRO- Enterprise Structure- Assignment-Sales and Distribution
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2.1.2.1.5 Assign sales organization - distribution channel – plant
Path- SPRO- Enterprise Structure- Assignment-Sales and Distribution
2.1.2.2 Logistics – General
2.1.2.2.1 Assign plant to company code
Path- SPRO- Enterprise Structure- Assignment- Logistics – General
2.1.2.3 Logistics Execution
2.1.2.3.1 Assign shipping point to plant
Path- SPRO- Enterprise Structure- Assignment- Logistics Execution
2.2 Master Data
Class 5- https://youtu.be/ZfWoq6qdq3o?si=4_k-9H-jlugHA7m0
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Master Data refers to the core data that is critical for the smooth operation of sales and distribution
processes in SAP. Master data is centrally stored and can be shared across modules to ensure
consistency.
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Key Components of SAP SD Master Data
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2.2.1 Customer Master Data
o Contains details about the customers such as name, address, payment terms, etc.
o Divided into three views:
▪ General Data: Name, address, contact information, etc. (shared across
modules).
▪ Company Code Data: Accounting-related information like reconciliation
account and payment terms.
▪ Sales Area Data: Sales-related details such as sales organization, distribution
channel, and division.
T codes
ECC S4HANA
Description Create Change Display Create/Change/Display
Sales View VD01 VD02 VD03 BP
Finance
View FD01 FD01 FD03 BP
Centrally XD01 XD02 XD03 BP
2.2.2 Material Master Data, Tcode- MM01, MM02, MM03
o Contains data about materials (products or services) offered by the company.
o Includes details such as:
▪ Material description.
▪ Sales organization data (pricing, taxes, etc.).
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▪ Basic data (weight, volume, etc.).
2.2.3 Pricing Conditions, T code- VK11
o Defines pricing structures like discounts, surcharges, and taxes.
o Stored as condition records (e.g., customer-specific pricing or material-specific
pricing).
o Includes:
▪ Condition types (e.g., PR00 for price, K007 for discount).
▪ Access sequences (rules for searching condition records).
▪ Pricing procedure (sequence of condition types applied).
2.2.4 Customer-Material Info Record, T code- VD51, VD52, VD53
o Contains specific data related to a combination of a customer and a material.
o Includes:
▪ Customer-specific material numbers.
▪ Delivery tolerances.
▪ Order-specific notes.
2.2.5 Output Master Data, T code- VV31, VV32, VV33
o Manages communication with customers and partners via outputs like invoices, order
confirmations, or shipping notifications.
o Configured for formats such as email, print, or EDI.
2.2.6 Credit Management Master Data, T code-FD32
o Handles customer credit limits and controls credit exposure.
o Includes:
▪ Credit limit settings.
▪ Risk categories.
2.3 Customer Account Group. ( T code- OVTO)
Class 6- https://youtu.be/3AmI4_VywIo?si=lgJQXnxrlqRV3ymn
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Definition
The Customer Account Group (CAG) is a critical configuration in SAP that defines how customer master
data is structured and controlled. It determines the field attributes and controls what information is
required, optional, or hidden while creating a customer master record
Key Functions
1. Field Control:
o Defines the mandatory, optional, or suppressed fields in the customer master.
o Applies to general, company code, and sales area data.
2. Classification of Customers:
o Groups customers based on business needs (e.g., Domestic, Export, One-Time
Customers).
3. Number Range Assignment:
o Assigns internal or external number ranges to customer records.
4. Control Roles:
o Helps distinguish between different customer roles like sold-to party, ship-to party,
payer, and bill-to party.
Configuration Steps:
2.3.1 Create a new account group or modify an existing one. (OVTO)
o SPRO → SAP Reference IMG → Logistics – General- Business Partner- Customers-
Control- Define Account Groups and Field Selection for Customers
or
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o SPRO → SAP Reference IMG → Financial Accounting → Accounts Receivable and
Accounts Payable → Customer Accounts → Master Data → Preparations for Creating
Customer Master Data → Define Account Groups with Screen Layout.
2.3.2 3.1.1.2 Assign a name, description, and corresponding field status. (XDN1)
o SPRO → SAP Reference IMG → Logistics – General- Business Partner- Customers-
Control- Define and Assign Customer Number Ranges
No Range Code From to Customer Account Grp
Z1 0 1000 SP
Z2 1001 2000 SH
Z3 2001 3000 PY
Z4 3001 4000 BP
Key Components in CAG
1. Field Status Groups:
o Controls the display and entry status of fields (e.g., Name, Address, Reconciliation
Account).
2. Number Range Control:
o Internal: System-generated numbers.
o External: User-defined numbers.
2.4 Partner Determination Procedure (T code- VOPAN)
It help to determine the partner function
Common Partner Functions in SAP SD
1. Sold-to Party (SP):
o Primary customer who places the order.
o Central role in sales order processing.
2. Ship-to Party (SH):
o The recipient of the goods.
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o May differ from the Sold-to Party.
3. Bill-to Party (BP):
o Responsible for receiving and processing the invoice.
4. Payer (PY):
o Responsible for making the payment.
o Could be a different entity, like a parent company or financial institution.
5. Forwarding Agent (FA):
o Manages logistics and transportation of goods.
6. Contact Person (CP):
o An individual point of contact within the customer organization.
Configuration steps-
Sales and Distribution- Basic Functions. Partner Determination- Set Up Partner Determination
Step 1.
Check the required partner function like SP, BP, SH, PY, etc.
Step 2.
Define Partner determination procedure.
Step 3.
Assign Partner function in procedure.
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Step 4.
Partner Determination Procedure Assignment- Assign the partner determination procedure against
the customer account group.
Step 5.
Account Groups - Function Assignment- Assign the combination of partner function like SP, SH, BP, PY
with customer account group.
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3 SAP Advance Tools
3.1 Report Creation
There are two tcodes i.e SQVI & SQ01 will be used to create report.
3.1.1 Quick Viewer (T code-SQVI)
https://youtu.be/GeaPLqw7mpk?si=Aj11t0Qh00Iv6im9
Introduction. Quick Viewer (SQVI) is a basic query tool in SAP that allows users to create reports
without technical skills or knowledge of ABAP programming.
Steps.
• Go to transaction SQVI
• Give Quick View name anything you want.
Click on Create -Give the Title - Provide data source as Tabel Join - Click on Tick to move to the next
step
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Some Concept
Basic Mode provides a simplified interface for preparing simple reports that lack complex formatting
and style options. It is appropriate for users who need to extract data from SAP tables rapidly and
generate basic reports. You can select data sources, specify selection criteria, and customize the
display fields for your report in Basic Mode. However, formatting, sorting, and layout customization
capabilities are limited as compared to Layout Mode.
SQVI's Layout Mode provides more extensive options for preparing reports with greater formatting and
layout features. It has a full range of tools for defining the report structure, such as field formatting,
sorting, grouping, subtotal calculations, and others. You have more control over the visual
presentation of the report with Layout Mode, and you can customize the design and structure to meet
your individual needs. It enables you to produce more sophisticated reports with a more professional
appearance and feel.
• Click on the Insert table Icon & provide the primary table & click on continue.
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• Click on the Insert Table to add the another required table & click on Continue.
Now the key field (common field between both the table) will be joined automatically.
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• Click on the Back button, and you will redirect to the next screen for List Field selection for Output
Screen and Selection screen for the Input screen.
• Now select the desired Input & Output.
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• Click On save & Click back & Save Again
• Now select the query & click on execute
Provide the Input, select the desire output format & execute.
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Now the Report is there, we can view & download also in various format.
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4 SAP Tips & Tricks
4.1 How to Check SAP Version
https://youtu.be/DDoYNd8lDsU?si=mEje2D0_YDyvrbpQ
===================================Thank You======================================
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