SAP SD Intercompany Sales / Billing process with Configuration

Summary

This tutorial covers the process of intercompany sales and billing in SAP's Sales and Distribution module. It explains the configuration steps, including setting up organizational units, defining internal customer numbers, and assigning sales organizations and distribution channels. The presenter also details the creation of sales orders, deliveries, and invoices, emphasizing the importance of maintaining the correct pricing procedures and condition types for intercompany transactions.

Takeaways

• 😀 The video discusses the process of intercompany sales and distribution in SAP's Sales and Distribution module.
• 🏭 The presenter explains how to configure mandatory settings for intercompany sales within SAP.
• 📑 The script outlines the process of creating a sales order, delivery, and billing within the same company code and sales area.
• 🌐 It describes scenarios where goods are sold from different company codes and plants to meet customer demands.
• 🔄 The concept of intercompany billing is introduced, where one company code invoices another for goods sold.
• 🛒 The video shows how to create an intercompany customer in the system and link them to a specific sales area.
• 🔧 Configuration steps in the SAP IMG (Implementation Guide) are detailed for setting up intercompany billing.
• 🔢 The importance of assigning the correct organizational units, like plants, to sales organizations is emphasized.
• 📈 The script mentions the need to define internal customer numbers by sales organization and extend them with delivering sales areas.
• 💼 The role of pricing procedures in intercompany sales is highlighted, with specific condition types and pricing processors discussed.
• 📊 The presenter demonstrates how to create sales orders, deliveries, and invoices, showing the system transactions and outcomes.

Q & A

What is the main topic discussed in the video?

The main topic discussed in the video is the process of intercompany sales and billing in the SAP Sales and Distribution module.

What are the key steps covered in the video regarding intercompany sales?

The key steps covered include mandatory configuration, creating a sales order, delivery, and intercompany billing.

Why might a company choose to send goods from another company code within the same country instead of their own?

A company might choose to send goods from another company code within the same country to save on expenses or because they have a plant there with the required stock.

What is the significance of the customer's location in the sales process described?

The customer's location in Germany is significant because it influences the decision to send goods from a plant within the same country to save on delivery charges.

How does the video explain the concept of a 'plant' in the context of SAP?

In the context of SAP, a 'plant' refers to a physical location or warehouse where goods are stored and from which deliveries are made.

What is the role of the 'company code' in intercompany transactions as discussed in the video?

The 'company code' represents a separate legal entity within the SAP system, and different company codes can be involved in intercompany transactions, with each having its own accounts and financial processes.

What is the purpose of creating an intercompany customer in the SAP system?

Creating an intercompany customer allows for the tracking of transactions between different company codes within the same corporate group, facilitating intercompany billing.

How is the intercompany billing process initiated in the video?

The intercompany billing process is initiated by creating an intercompany invoice from one company code to another, reflecting the transfer of goods and services between them.

What is the importance of configuring the correct pricing procedure in SAP for intercompany transactions?

Configuring the correct pricing procedure ensures that the right pricing conditions are applied to intercompany transactions, which is crucial for accurate financial reporting and compliance.

What is the role of the 'IMG' in configuring intercompany sales in SAP?

The 'IMG' (Implementation Guide) is used to configure the necessary settings for intercompany sales in SAP, including defining organizational units, assigning plants, and setting up pricing procedures.

How does the video demonstrate the creation of a sales order in SAP?

The video demonstrates the creation of a sales order in SAP by entering details such as the ordering party, sales area, customer, material, and quantity, and then saving the order.

Outlines

00:00

🚀 Introduction to SAP Sales and Distribution Module

The speaker begins by introducing the topic of the video, which is about the sales and distribution module in SAP. They explain that they will discuss the process of building sales orders, mandatory configurations, and how sales orders, deliveries, and billing are handled within the system. The speaker highlights scenarios where goods are sold from the general sales area, company code, and plant. They also discuss situations where goods are requested by customers from different company codes and sales areas, and how the system can accommodate sending goods from different plants within the same country or from another company code in a different country to optimize expenses.

05:00

🔧 Configurations for Intercompany Billing

The speaker delves into the configurations required for intercompany billing in SAP. They discuss the need to maintain intercompany billing for different types of transactions and how these configurations can be accessed through the SAP IMG (Implementation Guide). The speaker also explains how to assign organizational units by plant and how to define internal customer numbers by sales organization. They emphasize the importance of extending the sales area for customers involved in intercompany transactions and how to maintain trading partners within the customer master data.

10:01

📊 Pricing Procedures and Intercompany Billing

The speaker continues by explaining the pricing procedures involved in intercompany billing. They discuss how to maintain different pricing procedures for standard sales, customer-specific pricing, and intercompany transactions. The speaker also covers how to handle costs and sales prices within the system, including how costs are collected from one company code and how sales prices are determined based on customer payments. They mention the use of condition types and how they can be maintained for intercompany transactions.

15:03

📝 Creating Sales Orders and Deliveries

The speaker demonstrates how to create sales orders in SAP, including how to select the ordering party, sales area, customer, and material. They explain the process of entering values for conditions and how statistical values are handled within the system. The speaker also discusses how to complete incompletions in the system and how to create deliveries by issuing goods from a specific plant. They provide a step-by-step guide on how to enter the necessary information and what to expect as the system processes the sales order and delivery.

20:04

🔄 Intercompany Billing Document Creation

The speaker guides viewers through the process of creating intercompany billing documents in SAP. They explain how to enter delivery numbers and how the system uses pricing procedures and condition types to determine pricing. The speaker also discusses how to save and check the procedures taken by the system when creating intercompany billing documents. They highlight the importance of maintaining the correct pricing procedures and condition types to ensure accurate billing between company codes.

25:06

📢 Conclusion and Call to Action

In the final paragraph, the speaker concludes the tutorial on intercompany sales and billing in the SAP sales and distribution module. They encourage viewers to subscribe to their channel for more informative content and thank them for watching the video.

Keywords

💡SAP Sales and Distribution Module

The SAP Sales and Distribution Module is a component of the SAP ERP system that handles sales order processing, delivery, and billing. It is designed to streamline the sales process and improve customer service. In the video, the module is central to the discussion about how to configure and use it for intercompany sales processes.

💡Intercompany Sales

Intercompany sales refer to transactions between two subsidiaries or divisions within the same corporate group. These transactions are internal to the group and are managed differently from sales to external customers. The video script explains how to configure SAP to handle such transactions, including creating sales orders and processing intercompany billing.

💡Company Code

A Company Code in SAP is a unique identifier for a legal entity within an organization. It is used for financial accounting and controls. The script mentions creating sales orders from different company codes, indicating a scenario where goods are sold from one company code to another within the same group.

💡Sales Area

A Sales Area in SAP is a combination of a sales organization and a distribution channel that defines the structure for sales processes. The script discusses assigning sales areas to company codes and how they relate to the process of intercompany sales.

💡Pricing Procedure

A Pricing Procedure in SAP SD is a set of rules that determine the conditions and pricing for sales transactions. The video explains how to configure and assign pricing procedures for intercompany sales, ensuring that the correct pricing and conditions are applied.

💡Delivery Building

Delivery Building in SAP refers to the process of creating a delivery document from a sales order. The script mentions this process in the context of fulfilling sales orders and how it is affected by the intercompany sales configuration.

💡Billing

Billing in the SAP context is the process of generating an invoice for a sales transaction. The video script discusses intercompany billing, which involves creating invoices between company codes within the same corporate group.

💡Trading Partner

A Trading Partner in SAP is an entity involved in business transactions. The script explains how to maintain trading partner information in the customer master data, which is crucial for setting up intercompany relationships and processing intercompany invoices.

💡Intercompany Billing

Intercompany Billing is the process of invoicing between two entities within the same corporate group. The video script provides a detailed walkthrough of how to set up and process intercompany billing in SAP, including the creation of intercompany customers and the assignment of pricing procedures.

💡Sales Order

A Sales Order in SAP is a document that records a customer's request to purchase goods or services. The script describes the process of creating a sales order, including how to specify the ordering party, sales area, customer, and material.

💡Goods Issue

Goods Issue in SAP SD is the process of recording the physical shipment of goods from inventory. The video script mentions Goods Issue in the context of fulfilling sales orders and creating delivery documents.

Highlights

Introduction to the SAP Sales and Distribution Module and the intercompany sales process.

Explanation of the mandatory configuration required for intercompany sales.

Demonstration of creating a sales order and delivery in the intercompany scenario.

Discussion on how to handle cases where goods are requested from a different company code and sales area.

Mandatory steps to configure intercompany billing in the SAP system.

How to assign organizational units by plant for intercompany transactions.

Defining internal customer numbers by sales organization.

The importance of extending customers with delivering sales areas for intercompany billing.

Central data lock viewer V8 and its role in intercompany transactions.

How to maintain intercompany billing for other types in the system.

The significance of the pricing procedure in intercompany sales.

How to handle the pricing procedure for intercompany billing with different condition types.

The role of condition types in the intercompany billing process.

Explanation of the intercompany customer creation process.

How to maintain trading partners in the customer master data.

The process of creating a sales order with an intercompany customer.

Details on completing the sales order process and handling incompletions.

How to create a delivery and post goods issue in the intercompany scenario.

The steps to create an intercompany billing document in SAP.

How to check the document flow and pricing procedures in intercompany transactions.

Final thoughts on the intercompany sales and billing process in SAP.

Transcripts

Channel today we will discuss about

enter company sales are building process

in sap sales and distribution module

first I will explain you process then I

will show you my mandatory configuration

then I I will show you in a sales order

delivery building and enter company

billing yeah generally in normal sales

scenarios we can sell our Goods whatever

material from our general sales area

company code and uh plant okay some

cases example this is Germany customer

they requested a Goods to the es company

code and plan es company current sales

area here over company what they are

thinking instead of we can send it from

us company Germany we can have another

company code in Germany if we can send

it from there some expenses we can say

in this case what they can do they can

create sales order from

you just company code and yes sales area

they can send goods from

Germanic plant there is Germany there is

one plant is there from there they can

include they can send these Goods to

this customer okay that is one scenario

another scenario is another scenario is

now this customer requested Goods to

this company code and sales area okay we

don't have stock in this case we have

another stock in in nearest country in

this case we can send that goods from

this plant we can create sales order

from sales order from this company code

and the sales area only we can send

these goods from

this customer okay the goods from this

plant to this customer okay plant we can

change in this case in this case

building a delivery delivery done from

here sales order and building is done

from here okay customer can pay to this

company code example it is one thousand

Euros okay

Euros okay actual Goods sent from this

company code company is same but company

code is different legal and it is

different they can have their accounts

in this case this company code can

create intercompany invoice to this

company code this company code okay this

company can create in the company

invoice to this company okay that is

inter company invest regular car regular

building done from 3000 to customer the

inter company building would run from

thousand to three thousand in this case

we can create one inter company customer

under this sales area

okay we can treat this customer as this

okay here in customer Master there is a

general there is a general data control

tab level trading partner is there we

can maintain this 3000 that means this

is our trading partner they need to pay

that this customer is relevant to this

create under here because we are doing

intercompany Building from here okay

original building we are doing from here

in this class this customer created

under the sales area this customer means

this company code in this case we can

create this customer under this company

code we can maintain trading partner

trading partner means that that is

customer okay whatever we can maintain

trading partner that is customer that we

can maintain I will show you in system

one by one okay

yeah

first

spr

P reference IMG

sap reference IMG

sales and distribution very sales and

distribution yeah sales and distribution

building

intercompany buildings

okay we need to maintain

intercompany billing for other type okay

don't count this in Vivo V8 there is ADD

related building delivery related

building and intercompany building is

there there we can if we can maintain

there it will come here if we can

maintain here it will come there I will

show you that is Central data it will

lock viewer V8 okay

yeah see it is locked that means same

transaction we are using here okay

or

yep

below building section we can maintain

intercom it will update here okay if we

can say here also it will update here

okay that is simple step

Second Step assign organizational unit

by plant okay we can have multiple we

can have delivering plant ordering plant

is three thousand three thousand two

hundred okay three thousand two hundred

okay we can assign this stock we don't

have stock here we are selling it from

one to double zero we can assign same

sales organization and distribution

channels don't uh disturb it okay after

that come back

come back Define internal customer

numbers by sales organization okay here

our sales organization is thousand okay

10 000 I have created and also

and also

3000 is

3000 is my another sales are this is

adding sales organ this is thirty

thousand thirty thousand customer okay

these customers should be extended with

extended with delivering sales area then

only it will work okay this customer

this customer should be extended with

will bring sales area I will show you

slash XD 0 to okay

see

it should be extended with this sales

area why because we are doing

intercompany building from 1000 to 3000

and because it is customer okay that

purpose we can use C here

we can maintain

it is not required

here we can maintain trading partner

3000 that means 3000 is customer okay

3000 is customer this customer is

relevant for three thousand building a

company code okay that is the theme we

need to maintain here after the

after that there is if we maintained it

here

slash and

sprv we are in spro screen only

Enterprise taxes

sales and distribution

copy delete six sales organization here

opposition level

it will auto automatically it will

assign here if we maintain there it will

automatically assign here okay we can

say okay

that purpose we can use it okay customer

inter company building okay customer

inter company below we can maintain here

due to uh this is inter company building

that purpose we can use it okay another

step is pending that is

assignment

okay

sales and distribution here assign sales

organization distribution Channel level

we need to assign one two double zero

with three thousand

[Music]

and

two double zero generally one two double

zero is one thousand sales organization

related plant but we should maintain it

why because we are creating sales order

with this sales organization

distribution Channel and this plant

another company called plant okay and

also this plant should not assign with

this company 3000 should not assign with

3000 company code only one two double

zero should assign with thousand only

three thousand uh it should not assign

with three thousand dollars why because

if it is assigned means that is 3000

related only okay in this case one two

double zero Ascend with one thousand

only not three thousand but sales

organization and distribution Channel

3000 we can assign okay that is one

change

okay that is one thing there is some

more

changes are there

um V slash zero eight in pricing

procedure level

in pricing procedure level we can

maintain rvaa02

RV aa01 is standard

standard pricing processor we can use it

till

RBA 01 are customers whatever we have

created but one okay but when we can

maintain for normal sales customer

building purpose okay here pi01 need to

maintain there is one

p i zero one one second

yeah pi01 we can maintain statistical

that means in this in this company

called sorry in this uh normal sales

building level customer building level

it should be statistically you should

not affect to net value okay and b b

means cost in company price means that

is cost whatever cost is there from

thousand company code but first they are

collecting from 3000 company code that

purpose we can maintain first b means

cost you can check anywhere okay that is

cost Okay carry out one second

okay second I can expand it

okay we missed cast cast means that is

we are we are collecting cost from

three thousand one thousand is

collecting cost from 300 way because

3000 collected money from collected

building value from building sales price

from billing billing means sales price

from customer

thousand collecting cost from

three thousand example there is one

thousand Euros are there that is

customer charge customer paid one

thousand Euros that material

manufacturing and delivering cost is 900

euros that 900 euros okay intercompany

building level 1000 company code is

charged to three thousand company code

but purpose we can use it and also there

is a protein 22 is there if we can

maintain Roti routine 20 to system knows

it is intercompany sales but means any

of the condition type generally we can

use p i 0 1 and p i zero two v i 0 1

means fixed amount okay p i 0 2 means p

i zero two means that is percentage if

we can collect percentage from here

basic price we can use it okay generally

we can use P like 0 1 okay it is we can

maintain it it will not work here in

into company level here L can be work

okay okay this is one cell after that

there is one more inter company this is

normal invest customer invest purpose we

can use ph01 is there there is inter

company involved system is giving

message based on 22 routine okay in this

routine level they can write

they can a buffer can write coding okay

it is relevant for entertainment there

is IC

this is

icai01 is there it is in company

building it is inter company building

related

pricing processor here PSP pptc

transaction related which should

maintain this checkbox normal

uh pricing process we can add check it

only transactional related we can

maintain double click here here

that

ph01 convert into

one second

it is just like that only okay but

instead of pi01

iv01 okay it will convert into iv01 iv01

there it is B that is cast here 9 is

there 9 means

inter company actual invoice okay inter

company invoice gross value okay we can

get that okay same requirement we can it

will match there okay five is zero one

iv02 we can use it there we can use pi02

it will change it to iv02 okay here erl

we can maintain these two procedures we

can maintain okay after that I will show

you a pricing processor did message

whenever we are creating invoice and

enter companies that time okay this is

the same one more change here iv01 and

pi01 is there slash n v slash zero six

ph01

yeah p i g one zero one we can create as

a price quantity relevant if there is p

i 0 2 it should be percentage base okay

percentage base you can uh maintain okay

price per inter company billing

condition category this condition

category price per inter company billing

okay this we can maintain here okay this

we can maintain here after that

IV

0 1 we have used okay this iv01

okay IV 0 and also price quantity price

per inter company building but here

reference condition type we can maintain

here a reference condition type means if

we can it is it is the reference

condition type for iv01 is reference

condition type for uh sorry Pi zero

needs reference condition paper IV 0

that means if we can maintain

conditioned record p i zero one it will

applicable to iv01 also no need to

create uh condition records again okay

no need to create condition records

again okay after that now we can create

sales order okay

va01

or

3000 is my ordering party

10 0 0 this is my sales area

okay here this is my customer

view anything pure date also anything no

no issue

okay here material my material is M

slash zero six

and

okay this customer is in

this customer isn't burned that means

Germany okay

this sales area company could plant

yes we are sending goods from sales area

everything is in uh yes only we are

sending goods from Germany because this

customer located at Germany that is easy

we can we can save some uh delivering

charges or we don't have a spark in

three two double zero plant we are

sending it from one two double zero that

is also one reason okay I am entering

once I enter once I enter system

can take

cr00 amount based on our condition

record PR 0 0 amount based on our

condition record in this record level

yeah in this record level I have

maintained okay after that

after that there is indi01 value system

has taken as a

statistical statistical means it will

not include in net value it will not

include in net value okay

it will not include in net value why

because why it is coming we can change

it to Euro okay URL only okay

okay

it will not include in that value here

also we can change your

okay

Euro if you want to change enter come

back here you can change here Euro only

okay okay so far

okay

Intel company normal price company

customer

because we have maintained

we have maintained

statistical in process and also 22

routine we have maintained there okay

22 routine we have maintained there

because it has taken

one second

yeah

yeah because it has taken e has your own

as statistical okay we can create custom

sales order okay there is some

incompletion things are there we can

complete it this is

mandatory thing I have maintained

incompletion log if you want

incompletion log my previous video is in

completion log only you can check entry

and you can learn there okay uh in this

class in this video and I can put it you

can click that you can use okay I have

created

adder

v l 0 1 n okay we are delivering this

goods from one two double zero storage

looking zero one two zero okay

fixed quantity 10 okay you can check

address this

sales area is

cells are less than three thousand only

but shipping point plant everything is

in Thousand company called related we

are doing Goods issue first Goods issue

we are doing post towards issue okay

after that now

my delivery number is

a double zero one seven two one son we

are creating customer building slash and

vf01 okay

so we have 0 1

C here same price it has taken

conditions level

condition level pi01 also taken it is

statistical here it is statistical here

okay PR 0 0 regular building it's came

in net value okay which pricing

procedure it has taken

it which pricing processity has taken

one Seconds come down in header coming

on RV a a zero what basis

slash o o v k k

here

3000 company code sorry three thousand

sales organization distribution Channel

10 division zero zero document pricing

process

okay customer pricing procedure in my

regular customer one based on this RV

aa01 I have assigned okay no

foreign

this building document okay this

building document now I'm going to

create intercompany building document

okay sorry

again I am entering sorry vf01 level

only I'm again I'm entering my delivery

number enter it system can take into IV

document with

with inter company price C er0 is grayed

out it will not allow here okay based on

routine 22 which we have maintained in

both the pricing procedure 5v01 this is

a reference reference condition type for

ph01 okay because it has taken it is

converted as a iv0 same condition record

p i zero one condition records only okay

okay here you can check

maybe zero one condition record has

found but we have not maintained any

condition records here

okay sales organization which sales

organization this plant and this

customer level Pi zero one I have

maintained it's convert into iv01 I am

going to save it one second we will

check which which uh procedure it has

taken we will check here procedure i c a

a 0 1 it has taken I see a0 on what

basis it has taken okay

now that it is there I hope okay and

second yeah

sales area which sales area we will

consider here item header level

201200 we are creating inter company

from thousand

0 0 what is document pricing procedure I

will show you okay document pricing

processor in building document IV

building document okay

not sales order okay

Vivo FPA

IV document

okay here

document pricing procedure is come down

n okay n

that means pricing procedure is n

customer pricing procedure in

customer price

it is not required okay

customer pricing processor in this

customer okay I have given one you can

check it okay xd02 that customer level

you can see one here I have maintained

ica01 okay you can maintain ib0 here

okay no issue okay maybe zero okay

it is not required also okay if you want

you can maintain sales at level if you

want to change you can do it okay we can

change okay save it

save it now what happened I will show

you this lesson ef02

to go to document flow

first

yeah go to document blow go to sales

adder

slash nva02 here you can click here

what we have done here first we have

created sales order with 3010

sales area and one two double zero plant

another company code plant app that we

have done delivery clicking course issue

customer invoice customer invoice from

three thousand ten zero zero inter

company billing from

201200 to 3000 company code 3000 sales

area company code here we have created

an intercompany customer okay that inter

company customer created in 201200

there is in address tab or there is

General tab there is the Control Data

level trading partner we have maintained

we have maintained that is

that is 3000 that means the that

customer is equal to 3000 okay that's we

have done friends up to now I have

explained in the company building in sap

sales and distribution enter company

sales and building if you like my video

please subscribe my channel nutrients

thank you