Substitutions for Sales Orders

Use

When you assign a sales order to a profit center, the system proposes the profit center of the material in the delivering plant as a default. This assignment allows you to structure your profit centers according to a product-oriented or location-oriented point of view, or a combination of these.

If you wish to structure your company from a sales-oriented point of view, you can define substitution rules to assign sales orders to profit centers in a different way.

Note that it is generally difficult to analyze balance sheet items in profit centers if you choose a sales-oriented division of your company into profit centers, since the balances are difficult to assign clearly to individual profit centers.

Features

You can use the following fields from the sales order to determine the profit center:

  • Business area

  • Customer

  • Customer group

  • Customer group 1-5

  • Distribution channel

  • Division

  • Material

  • Material group

  • Material group 1-5

  • Material price group

  • Order reason

  • Plant

  • Product hierarchy

  • Sales district

  • Sales group

  • Sales office

  • Sales organization

  • Storage location

    Note Note

    In cross-company business, goods are delivered and sold by two different company codes. In such cases, you usually do not want to post the sales revenue to the profit center of the material in the delivering plant. Consequently, it is possible to activate substitution rules for posting the billing document revenue to a profit center only in case of cross-company business. If you do use this kind of substitution, the substitution can be made either when the customer order is created or on the customer billing document. (For more information, see SAP Note 815972.) Note that the Order reason field is not available here, because it does not exist in the billing document.

    End of the note.

Activities

Define an appropriate substitution rule in Customizing for classic Profit Center Accounting or for new General Ledger Accounting. You can find a complete description of this activity in Customizing for Profit Center Accounting under Assignments of Account Assignment Objects to Profit Centers .

For a detailed description of how to create and change substitutions, see Validations, Substitutions, and Rules (under Special Purpose Ledgers in the SAP Library).

Then activate the substitution rules you want for each controlling area. In the application menu, choose Start of the navigation path Environment Next navigation step Current Settings. End of the navigation path You can find a complete description of this activity in Customizing for Profit Center Accounting under Assignments of Account Assignment Objects to Profit Centers .

After you have performed the activities described above, the system replaces the default profit center in the sales orders for which it finds a valid substitution.