sap-sd

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name: sap-sd description: > This skill handles SAP SD (Sales and Distribution) including sales order processing, delivery, billing, pricing, credit management, revenue recognition, and returns. Use when user mentions SD, sales order, VA01, VA02, VL01N, VF01, VF04, billing, delivery, pricing, condition type, credit check, FD32, revenue recognition, rebate, intercompany sales, consignment, returns, RMA, VKOA, output, NACE, account determination, copy control, partner function, schedule line, incompletion. allowed-tools: Read, Grep

1. Order-to-Cash Flow

Inquiry (VA11) → Quotation (VA21) → Sales Order (VA01)
→ Outbound Delivery (VL01N) → Picking (LT0A / VL02N)
→ Post Goods Issue / PGI (VL02N) → Billing (VF01)
→ FI Document created → Customer Payment

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2. Sales Order Issues

Pricing errors

• Condition records: VK11 (create) / VK12 (change) → access sequence → condition table
• Pricing procedure determination: OVKK → sales area + doc pricing procedure + customer pricing procedure
• Manual price change: VA02 → Conditions tab → manual entry (if field status allows)
• Pricing analysis: VA02 → Conditions → Analysis (shows why each condition applied / not applied)

Availability check

• CO09: availability overview per material / plant / checking rule
• Checking rule: OVZ9 → scope of check (purchase orders / production orders / safety stock)
• Partial delivery: schedule line category → delivery block vs partial confirmation

Credit check

• ECC: FD32 → credit limit per credit control area → exposure = open orders + deliveries + billing + FI
• S/4HANA FSCM: UKM_BP → credit segment → scoring + limit → automatic rule-based check
• Release blocked: VKM1 (orders) / VKM3 (deliveries) / VKM4 (deliveries without order)

Output (forms / messages)

• NACE → output type → condition records → access sequence
• Output not triggering: check condition record exists for correct sales org / doc type / partner

Incompletion log

• V.02 → list incomplete sales orders
• Incompletion procedure: OVAU → mandatory fields per item category / schedule line category

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3. Delivery and Goods Issue

Delivery creation

• VL01N: manual delivery → or automatic from VF04 billing due list
• Delivery split: copy control VTLA → split criteria (shipping point / route / delivery date)
• Collective delivery: VL10A (from sales orders) / VL10B (from purchase orders)

Picking and Transfer Orders

• LT0A: create transfer order for warehouse picking
• VL02N: confirm transfer order → update picked quantity

Post Goods Issue (PGI)

• VL02N → Post Goods Issue button
• PGI errors: stock insufficient (MMBE check) / batch locked / serial number missing
• PGI reversal: VL09 → reverse goods issue (if billing not yet done)

Batch determination

• VCH1 → batch search strategy → sort / selection criteria
• CH1 → batch search strategy in delivery

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4. Billing

Billing due list (VF04)

• Billing block on order: VA02 → Billing tab → remove block
• Billing block on delivery: VL02N → remove billing block

Billing types

Type	Description	Reference
F2	Standard invoice	Delivery
G2	Credit memo	Credit memo request
L2	Debit memo	Debit memo request
F5	Pro forma (order-based)	Sales order
F8	Pro forma (delivery-based)	Delivery
IV	Intercompany invoice	Delivery
RE	Returns credit	Return delivery

Invoice cancellation

• VF11 → cancel billing document → creates cancellation document (S1)
• Reversal posts offsetting FI document

Collective billing: VF06 → mass billing run → select + process

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5. Pricing

Condition technique structure

Pricing Procedure
  └── Condition Types (PR00, K007, KF00, etc.)
       └── Access Sequences
            └── Condition Tables (key combinations)
                 └── Condition Records (VK11)

Common condition types

Type	Description
PR00	Base price
K004	Material discount
K005	Customer/material discount
K007	Customer discount (%)
KF00	Freight surcharge
MWST	Output tax

Rebate processing

• VB01: create rebate agreement → conditions → accrual rate
• VB02: manual accrual update
• VB07: rebate settlement (partial / final)
• Rebate must be activated in customer master (billing tab) and sales org config

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6. Credit Management

ECC Credit Management

• FD32: credit limit → credit control area → risk category → credit limit amount
• Credit exposure: open order value + open delivery value + open billing + open FI items
• Credit check triggered at: order save / delivery creation / goods issue (configurable per risk cat)

S/4HANA FSCM Credit Management

• UKM_BP: credit master per customer → credit segment → scoring rules
• UKM_MY_LIMIT: credit limit workflow and approval
• Rule-based: automatic scoring → automatic limit assignment
• Event-driven: real-time exposure calculation from Universal Journal

Release workflow

• VKM1: list of blocked orders → select → release
• VKM3: list of blocked deliveries → release
• Automatic re-check: after release, re-check at next critical step

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7. SD Account Determination (VKOA)

FI document created at billing uses account keys from pricing procedure:

Account Key	Usage
ERL	Revenue account (main sales revenue)
ERS	Sales deduction / discount
ERF	Freight revenue
VSE	Sales tax
EVV	Cash discount provision

VKOA: assign G/L accounts per combination of: Application + Condition type + Account key + Chart of accounts + Sales org + Account assignment group (customer/material)

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8. S/4HANA SD Changes

Topic	ECC	S/4HANA
Revenue recognition	VBREVN / VF44	IFRS 15 POB approach
Credit management	FD32	FSCM / UKM_BP
Availability check	CO09	Same (enhanced with MRP Live)
Pricing	Same condition technique	Same + enhanced Fiori apps
Billing output	NACE	Output Management (BRF+)
SD→FI posting	Same	Direct to ACDOCA