EHP4 for SAP ERP 6.0 December 2009 English Returns and Complaints (111)
Dec 24, 2015
EHP4 for SAP ERP 6.0
December 2009
English
Returns and Complaints (111)
Returns and Complaints (111): Configuration Guide
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Returns and Complaints (111): Configuration Guide
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Content
1 Purpose............................................................................................................................. 5
2 Prerequisites...................................................................................................................... 5
3 Configuration..................................................................................................................... 5
3.1 Defining Billing Types..............................................................................................5
3.2 Assigning Billing Type to Sales Order Type.............................................................6
3.3 Assigning Blocking Reason for Billing Types...........................................................7
3.4 Assigning Sales Area to Sales Document Type......................................................7
3.5 Defining Item Category............................................................................................8
3.6 Assigning Item Category..........................................................................................9
3.7 Defining Schedule Line Category............................................................................9
3.8 Assigning Schedule Lines......................................................................................10
3.9 Copying Controls Sales Document – Delivery Type (Header / Item).....................10
3.10 Defining Delivery Item Category............................................................................12
3.11 Copying Controls Sales Document – Billing Type (Header/Item)..........................12
3.12 Copying Control: Delivery Document LR to Billing Document YBRE.....................14
3.13 Assigning Requirements Types.............................................................................15
3.14 Assigning Incompletion Procedures to YBRE........................................................15
3.15 Copying Control: Sales Document to Billing Document YBRE..............................16
3.16 Assigning Output Determination Procedures (Billing Docs)...................................19
3.17 Assigning Output Determination procedures (Sales Docs)....................................20
3.18 Creating Condition Records BA00.........................................................................21
3.19 Creating Condition Records RD00........................................................................22
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Returns and Complaints (111): Configuration Guide
Returns and Complaints
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.
2 PrerequisitesBefore you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_DE.xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_DE.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\BBLibrary\Documentation\.
3 Configuration
3.1 Defining Billing Types
UseIn this activity, you define billing types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Billing → Billing Documents → Define Billing Types
Transaction Code VOFA
2. On the Choose Activity dialog box, double-click Define Billing Types.
3. Choose New Entries.
4. Make the following entries:
Field Name User Action and Values
BillT YBRE
IntNR 19
FIBk
TrG 7
DocCa O
HePar FK
ItPar FP
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Field Name User Action and Values
ActDPr KOFI00
CaBlT S2
TxPrc 03
Ap V3
Out.pr V10000
Out. RD00
TxPIt 04
Stat X
Rel.f.rebate X
ILTyp LG
Description Credit for Returns
ADPyCd A00001
5. Choose Save.
6. Choose Back.
ResultBilling types are defined.
3.2 Assigning Billing Type to Sales Order Type
UseThis activity will define the sales document type.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Sales Document Types
Transaction Code VOV8
2. On the Change View “Maintain Sales Order Types”: Overview screen select Order Type YBRE and choose Details.
3. Make the following entries:
Field Name User Action and Values Comment
Dlv-rel.billing type YBRE Credit for returns
4. Choose Save.
5. Choose Back.
Result The sales document type is defined.
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3.3 Assigning Blocking Reason for Billing Types
Use
In this activity, you assign blocking reasons to billing types.
Procedure
1. To perform the activity, choose one of the following navigation options:
IMG Menu Sales and Distribution → Billing → Billing Documents → Define Blocking Reason For Billing
Transaction Code SPRO
2. On the Change View “Billing: Blocking Reasons”: Overview screen, choose New Entries.
3. Make the following entries:
Block BillT Billing Block Description Description
08 YBRE Check Credit Memo
4. Choose Save.
5. Choose Back.
3.4 Assigning Sales Area to Sales Document Type
Use This activity will assign the sales area to the sales document type.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Sales Documents → Sales Document Header → Assign Sales Area to Sales Document Types
Transaction Code OVAZ
2. On the Choose Activity dialog box, double-click Assign sales order types permitted for sales areas.
3. Choose New entries.
4. Make the following entries:
Field Name User Action and Values Comment
Ref.S 1000 Sales org. 1000
RefD 10 Direct Sales
Div 10 Product Division 10
SaTy YBRE RMA Request
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5. Choose Save.
6. Choose Back.
Result The sales area has been assigned to the sales document type.
3.5 Defining Item Category
UseIn this activity, you define the item category YBEN, Standard Item.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Sales Documents → Sales Document Item → Define Item Categories
Transaction Code VOV7
2. Choose New Entries.
3. Make the following entries:
Field Name User Action and Values Comment
Item category YBEN Standard Item
Billing Relevance A
Pricing X
Sched.Line Allowed Selected
Returns Selected
Wgth/Vol.Relevant Selected
Determine Cost Selected
Incompletion Proced. 20
PartnerDetermProced. N
TextDetermProced 01
Item Cat.Stats.Group 2
Screen Seq. Grp N
4. Choose Save.
5. Choose Back.
Result The item category YBEN is defined.
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3.6 Assigning Item Category
Use This activity will assign item categories.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Sales Documents → Sales Document Item → Assign Item Categories
Transaction Code VOV4
2. Choose New Entries.
3. Make the following entries:
Field Name User Action and Values Comment
Sales Doc.Type YBRE
Item cat.group <Item Category Group>
Item Usage TEXT
Item Category RETX
4. Choose Save.
5. Choose Back.
6. Repeat steps 2 to 5 for the following information:
Sales Doc. Typ
Item cat.group
ItemCat-HgLvlItm
Item Category
Manual item cat
YBRE BANS YBEN
YBRE DIEN REX
YBRE DIEN YBEN REX
YBRE LEIH LAN YBEN
YBRE LEIH YBEN LAN YBEN
YBRE NORM YBEN
YBRE NORM YBEN YBEN
Result
The item categories are assigned.
3.7 Defining Schedule Line Category
Use In this activity, you define a schedule line category.
ProcedureCarry out the following steps:
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1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Sales Documents → Schedule Lines → Define Schedule Line Categories
Transaction Code VOV6
2. Choose New Entries.
3. Make the following entries:
Field Name User Action and Values Comment
Sched.line.cat. YN Returns (653)
Movement type 653 GD returns unrestr.
Item rel.f.dlv. Selected
4. Choose Save.
5. Choose Back.
Result The schedule line category is defined.
3.8 Assigning Schedule Lines
Use This activity will assign schedule lines.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign Schedule Line Categories
Transaction Code VOV5
2. Choose New Entries.
3. Make the following entries:
Field Name User Action and Values Comment
Item Category YBEN
PropSchdLneCat. YN
4. Choose Save.
5. Choose Back.
Result The schedule lines are assigned.
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3.9 Copying Controls Sales Document – Delivery Type (Header / Item)
Use This activity will copy controls.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution → Shipping → Copying Control → Maintain Copy Control for Deliveries
Transaction Code VTLA
2. On the Display View Header: Overview screen, choose the Display <> Change button.
3. Choose New Entries.
4. Make the following entries:
Field Name User Action and Values Comment
SalesDocTyp YBRE Credit for Returns
Target Delivery Type LR Returns Delivery
Copying Requirements 001 Header
Copy item number blank
5. Choose Back.
6. Choose the row you just created, then in the Dialog Structure pane, double-click Item.
7. Choose New Entries.
8. Make the following entries:
SaldocTyp TgtDeltyp ItmCt DataT VBAP
DataT VBKD
OrReq Update document flow
+/-
YBRE LR REN 101 2 101 X +
YBRE LR RENN 101 2 101 X +
YBRE LR REQ 101 2 101 X +
YBRE LR RETX 101 2 102 X +
YBRE LR REU 101 2 101 X +
YBRE LR REX 101 2 102 X +
YBRE LR REZ 101 2 101 X +
YBRE LR YBEN 101 2 101 X +
9. Choose Save.
10. Choose Back.
Result Controls are copied.
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3.10 Defining Delivery Item Category
Use This activity will define the delivery item category.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Logistics Execution → Shipping → Deliveries → Define Item Categories for Deliveries
Transaction Code 0VLP
2. Choose New Entries.
3. Make the following entries:
Field Name User Action and Values Comment
Item Category YBEN Standard Item
Document cat T Returns delivery for order
Check quantity 0 A Note about the situation
StLocation required Selected
Determine SLoc Selected
TextDetermProcedure 02
AutoBatchDeterm X
ItemCat.stat.group 01
4. Choose Save.
5. Choose Back.
Result The delivery item category is defined.
3.11 Copying Controls Sales Document – Billing Type (Header/Item)
Use This activity will copy controls.
The standard copy control routine (153) is copied to a new routine (953) with the field LGORT (Storage Location) commented out.
This is done to allow the picking determination table to derive the returns storage location on the returns delivery, and not the storage location from the original document.
This storage location (1060) is set to be Non-MRP relevant in customizing transaction OMIR excluding the storage location stock from MRP.
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Materials in this location can not be used for other requirements. The consideration behind this is that many materials can be returned requiring that they be extended to storage location 1060 in transaction MMSC. The Non MRP Relevant indicator (1) then defaults verses having to manually assign thus eliminating the potential error that the materials could be used for other requirements.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Maintain Copy Control for Sales Documents
Transaction Code VTAF
2. On the Display View Header”: Overview screen, choose the Display <> Change button.
3. Choose New Entries.
4. Make the following entries:
Field Name User Action and Values Comment
Target SalesDocTyp YBRE RMA Request
Source Bill. Type F2 Invoice
DataT 052 Billing doc.header
DataT 103 Bill.bus.header.data
DataT 003 Bill.header partner
Copying requirements 021 Billing Header
5. Choose Back.
6. Choose the row you just created, then in the Dialog Structure pane, double-click Item.
7. Choose New Entries.
8. Make the following entries:
Field Name User Action and Values Comment
Target SalesDocTyp YBRE RMA Request
Source Bill. Type F2 Invoice
Item Category TAN Standard Item
DataT 953 Item from BillDoc
DataT 104 Bill.bus.item data
DataT 004 Bill.item partner
Bl.pl 0
Copying requirements 303 Always an item
Update document flow X
Pricing type G
9. Choose Save.
10. Choose Back.
Result
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Controls are copied.
3.12 Copying Control: Delivery Document LR to Billing Document YBRE
Use
This task allows you to maintain copy control for delivery document to Billing document.
ProcedureCarry out the following steps:
1. Access the activity use the following navigation:
IMG Menu Sales and Distribution → Billing → Billing Documents → Maintain Copying Control for Billing Documents → Copying Control: Delivery Document to Billing Document
Transaction Code VTFL
2. On the Display View Header”: Overview screen, choose the Display <> Change button.
3. Choose New Entries.
4. Make the following entries:
Field Name User Action and Values Comment
Target Bill. Type YBRE Debit Memo
From Delivery Type LR
Copying requirements 003 Header/dlv.-related
Assignment Number E
Reference Number A
Copy Item Number Selected
5. Choose Back.
6. Select the row you just created, then in the Dialog Structure screen area, double-click Item.
7. Choose New Entries.
8. Make the following entries:
Field Name User Action and Values Comment
Item Category YBEN Standard Item
Copying requirements 004 Deliv-related item
Data VBRK/VBRP 001 Ord-rel.credit memo
Billing quantity G
Pos./neg. quantity +
Pricing type G
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9. Choose Save.
10. Choose Back.
11. Repeat steps 2 to 10 for the following information:
BillType DlvTy ItmCt CpRq VBRK_ VBRP_ KONV_ PRTy +/- BQty
YBRE LR REN 004 000 002 000 D + E
YBRE LR RENN 004 000 002 000 D + B
YBRE LR REQ 004 000 002 000 D + B
YBRE LR RETX 004 000 002 000 D + B
YBRE LR REU 004 000 002 000 D + B
YBRE LR REX 004 000 002 000 D + B
YBRE LR REZ 004 000 002 000 D + B
Result
Copy control logic is defined.
3.13 Assigning Requirements Types
Use This activity assigns requirements types.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign Schedule Lines Categories
Transaction Code V_TVEPZ (SM30)
2. For the following Item Categories and Types, make the following entries:
ItCa YBEN
SchLC YN
3. Choose Save.
4. Choose Back.
Result Requirements types are assigned.
3.14 Assigning Incompletion Procedures to YBRE
UseThis activity will assign incompletion procedures to YBRE.
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ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Basic Functions → Log of Incomplete Items → Assign Incompleteness Procedures
Transaction Code VUA2
2. On the Choose Activity dialog box, double-click Assign procedures to the sales document types.
3. In the YBRE row, make the following entry:
SaTy InProc
YBRE 14
4. Choose Save.
5. Choose Back.
Result Incompletion procedures for YBRE are assigned.
3.15 Copying Control: Sales Document to Billing Document YBRE
Use
This task allows you to maintain copy control for Sales document to Billing document.
ProcedureCarry out the following steps:
1. Access the activity use the following navigation:
IMG Menu Sales and Distribution → Billing → Billing Documents → Maintain Copying Control for Billing Documents → Copying Control: Sales Document to Billing Document
Transaction Code VTFA
2. On the Display View Header”: Overview screen, choose the Display <> Change button.
3. Choose New Entries.
4. Make the following entries:
Field Name User Action and Values Comment
Target Bill. Type YBRE Credit for Returns
From SalesDoc Type KR
Copying requirements 001 Header/order-related
Copy Item Number Selected
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5. Choose Back.
6. Select the row you just created, then in the Dialog Structure screen area, double-click Item.
7. Choose New Entries.
8. Make the following entries:
Field Name User Action and Values Comment
Item Category KRN Standard Item
Copying requirements 002 Item/order-related
Data VBRK/VBRP 002 Ord-rel.credit memo
Billing quantity A
Pos./neg. quantity +
Pricing type D
9. Choose Save.
10. Choose Back.
11. Choose New Entries.
12. Make the following entries:
Field Name User Action and Values Comment
Target Bill. Type YBRE Credit for Returns
From SalesDoc Type RM
Copying requirements 001 Header/order-related
Copy Item Number Selected
13. Choose Back.
14. Select the row you just created, then in the Dialog Structure screen area, double-click Item.
15. Choose New Entries.
16. Make the following entries:
Field Name User Action and Values Comment
Item Category REN Standard Item
Copying requirements 002 Item/order-related
Data VBRK/VBRP 002 Ord-rel.credit memo
Billing quantity A
Pos./neg. quantity +
Pricing type D
17. Choose Save.
18. Choose Back.
19. Choose New Entries.
20. Make the following entries:
Field Name User Action and Values Comment
Target Bill. Type YBRE Credit for Returns
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Field Name User Action and Values Comment
From SalesDoc Type RZ
Copying requirements 001 Header/order-related
Copy Item Number Selected
21. Choose Back.
22. Select the row you just created, then in the Dialog Structure screen area, double-click Item.
23. Choose New Entries.
24. Make the following entries:
Field Name User Action and Values Comment
Item Category REN Standard Item
Copying requirements 002 Item/order-related
Data VBRK/VBRP 002 Ord-rel.credit memo
Billing quantity A
Pos./neg. quantity +
Pricing type D
25. Choose Save.
26. Choose Back.
27. Choose New Entries.
28. Make the following entries:
Field Name User Action and Values Comment
Item Category REQ Standard Item
Copying requirements 002 Item/order-related
Data VBRK/VBRP 002 Ord-rel.credit memo
Billing quantity A
Pos./neg. quantity +
Pricing type D
29. Choose Save.
30. Choose Back.
31. Choose New Entries.
32. Make the following entries:
Field Name User Action and Values Comment
Item Category REU Standard Item
Copying requirements 002 Item/order-related
Data VBRK/VBRP 002 Ord-rel.credit memo
Billing quantity A
Pos./neg. quantity +
Pricing type D
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33. Choose Save.
34. Choose Back.
35. Choose New Entries.
36. Make the following entries:
Field Name User Action and Values Comment
Item Category REZ Standard Item
Copying requirements 002 Item/order-related
Data VBRK/VBRP 002 Ord-rel.credit memo
Billing quantity A
Pos./neg. quantity +
Pricing type D
37. Choose Save.
38. Choose Back.
ResultCopy control logic is defined.
3.16 Assigning Output Determination Procedures (Billing Docs)
Use In this activity, you assign the output determination procedures to the billing document type.
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ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using Condition the Technique → Maintain Output Determination for Billing Documents → Assign Output Determination Procedures
Transaction Code SPRO
2. In the Choose Activity dialog box, choose Allocate sales document header.
3. On the Change View “Sales Document Types – Output Assignment”: Overview screen, make the following entries:
Field name Description User Action and Values Comment
Billing Type YBRE
Output Procedure
V10000
Output Type RD00
4. Choose Save.
5. Choose Back.
Result You have assigned the output procedure and output type to billing document type YBRE.
3.17 Assigning Output Determination procedures (Sales Docs)
Use In this activity, you assign the output determination procedures to the sales document type.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
IMG Menu Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using Condition the Technique → Maintain Output Determination for Sales Documents → Assign Output Determination Procedures
Transaction Code SPRO
2. In the Choose Activity dialog box, choose Allocate sales document header.
3. On the Change View “Sales Document Types – Output Assignment”: Overview screen, make the following entries:
Field Name Description User Action and Values Comment
Sales Doc Type
YBRE
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Field Name Description User Action and Values Comment
Output Procedure
V10000
Output Type BA00
4. Choose Save.
5. Choose Back.
Result You have assigned the output procedure and output type to sales document type YBRE.
3.18 Creating Condition Records BA00
Use In this activity you create the condition records for output type BA00.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu Logistics → Sales and Distribution → Master Data → Output → Sales Document → Create
Transaction Code VV11
2. On the Create Output – Condition Records: Sales screen, enter the output type BA00 and choose Enter.
3. On the Create Condition Records (Order Confirmation): Fast Entry screen, make the following entries:
Field Name Description User Action and Values Comment
Sales Organization 1000
Sales Document Type
YBRE
Function SP
Partner
Medium 1
Date/Time 4
Language
4. Choose Save.
5. Choose Back.
Result You have created the output condition record for output type BA00 and sales document type YBRE.
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3.19 Creating Condition Records RD00
Use In this activity you create the condition records for output type RD00.
ProcedureCarry out the following steps:
1. Access the activity using one of the following navigation options:
SAP Menu Logistics → Sales and Distribution → Master Data → Output→ Billing Document → Create
Transaction Code VV11
2. On the Create Output – Condition Records: Sales screen, enter the output type BA00 and choose Enter.
3. On the Create Condition Records (Order Confirmation): Fast Entry screen, make the following entries:
Field Name Description User Action and Values Comment
Sales Organization
1000
Billing Type YBRE
Function BP
Partner
Medium 1
Date/Time 4
Language EN
4. Choose Save.
5. Choose Back.
Result You have created the output condition record for output type RD00 and sales document type YBRE.
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