Sales Processing Control for BOS Using the Requirements Class

Use

Sales processing control with BOS describes how the system determines the requirements class and which control parameters for the requirements class affect sales processing.

Prerequisites

You must make the settings in the material master record (dummy material) before the system can determine the requirements class.

You do not need to make any additional Customizing settings for the determination of the requirements class. All the required settings are delivered with the SAP Discrete Industries (DI) system.

Features

How does the system determine the requirements class?

The requirements class is determined using the settings in the material master record (strategy group) and the delivered Customizing settings for bills of services in SD.

The strategy group is the result of the assignment in the material master record of the dummy material being used (view MRP 3 ). The following strategy groups, contained in the standard delivery, are relevant to bills of services in SD:

20 (make-to-order)
21 (make-to-order/project settlement)

The system then determines the requirements group using the strategy group based on the Customizing settings in the standard delivery.

Requirements class 040 is determined for strategy group 20 (make-to-order, non-valuated without consumption)
Requirements class 080 is determined for strategy group 21 (make-to-order with project)

You can find more information on requirements class determination under Additional Hints (see below).

What does the requirements class control?

Caution Caution

Customizing in the SAP standard delivery has been configured so that you do not need to change the control parameters for the requirements classes.

End of the caution.

Account assignment
Control parameters for requirements class	Standard delivery in the SAP DI system
The account assignment category defines which account assignment data (for example: cost center, sales order, or project) must be entered in the sales document and to which object the system makes the account assignment. Generally, in sales processing with BOS, you choose one of the following: Project (account assignment category D), or Sales order (account assignment category E)	Customizing for the SAP standard delivery is set up as follows: For requirements class 040 (make-to-order non-valuated without consumption), settlement takes place on the sales order (account assignment category E) For requirements class 080 (make-to-order with project), settlement takes place on the project (account assignment category D)
With regard to the account assignment category, the field for consumption posting controls where the costs for sales order related production are collected (which object collects the costs and revenue)	Customizing for the SAP standard delivery is set up as follows: For account assignment category E, the key for consumption posting is E (settlement re the sales order) For account assignment category D, the key for consumption posting is P (settlement re the project)

Requirement
Control parameters for requirements class	Standard delivery in the SAP DI system
The Availability indicator specifies whether an availability check should be carried out using ATP logic. If the indicator is set, the check type is determined as the default. You can switch off (but not on) every check in sales and delivery. The indicator for the transfer of requirements specifies whether requirements are to be transferred or not. You must set this indicator if you want requirements to be transferred. The transfer of requirements can be switched off on the schedule line level. However, it cannot be switched on on the schedule line level if it has not already been activated in the requirements class.	You can control the transfer of requirements and the availability check using either one of the following: Requirements class Master record The SAP standard system controls requirements using the material master record for the dummy material.

Costing
Control parameters for requirements class	Standard delivery in the SAP DI system
The field CndType line items (condition type for cost transfer from line items) field defines in which condition type of the sales document item the value for the BOS is set. This condition type is used for all sales document items that link to this requirements class. In this way, defining the condition type per requirements class allows you to determine various condition types for the different items in a sales document.	The condition type for the cost transfer can be controlled using either of the following: Requirements class Sales document type You enter the condition type in the sales document type to use it for all items in a sales document of this type. In the SAP standard system you control the condition type for cost transfer using the settings for sales documents .

Assembly
Control parameters for requirements class	Standard delivery in the SAP DI system
The field Assembly type field controls whether and/or which type of assembly processing takes place. You can use assembly processing in the project system to process comprehensive services (for example, large construction projects) that are frequently performed in a similar way, by using a project. The following is a possible scenario for sales processing with BOS using integrated assembly processing. When you create a sales order, the system finds a requirements class that has been set up for assembly processing in the project system. By assigning the material master to a standard network, the system generates an operational network. Saving the sales order also saves the network. If necessary, the system also generates a project definition and a work breakdown structure (WBS). The system takes the project number automatically from the number of the sales order.	No assembly processing is supported for requirements classes 040 and 080 in the SAP standard delivery.

Configuration
Control parameters for requirements class	Standard delivery in the SAP DI system
The field Configuration field controls whether configuration for the requirements class is possible or obligatory. To cover different product alternatives, you can use variant configuration linked with the sales document item.	The Configuration field is initial for requirements classes 040 and 080 in the SAP standard delivery. However, the bills of services are configured using the service selection from model specifications and not a configurable material. For more information, see: Creating BOS using Configuration

Search strategy

The standard system uses the following search strategy to determine the requirements class:

This graphic is explained in the accompanying text.

First, the system tries to find a requirements class using the strategy group. The strategy group is the direct result of the assignment in the material master record of the material being used (view MRP 3 ). The system then uses the strategy group to determine the requirements class.
If the strategy group has not been maintained in the material master record, it is taken from a Customizing assignment of the plant and the MRP group in the material master record (view MRP 1 ). The system then uses the strategy group to determine the requirements class.
If no MRP group has been entered in the material master, the material type automatically functions as the MRP group in the access key. The strategy group is then determined using a Customizing assignment between plant and MRP group.The system then uses the strategy group to determine the requirements class.
If the system still cannot find a requirements class by using the material type, it attempts to find one by using the sales document's item category and the MRP type in the material master record (view: MRP 1 ). The system then uses the requirements type to determine the requirements class.
If there is no assignment to the MRP type being used, the requirements type is determined from the assignment to the item category and the initial (blank) MRP type. The system then uses the requirements type to determine the requirements class.

Where can I find settings for requirements class determination (master data, Customizing)?

Determining the requirements type

(1) If the system is to determine the requirements class via Start of the navigation path strategy group Next navigation step strategy requirements type End of the navigation path , the following settings are required:

Strategy Group

Enter the strategy group in the material master record, the MRP 3 view.

20 (make-to-order)

21 (make-to-order/with project)

Start of the navigation path Strategy Group Next navigation step Strategy End of the navigation path

You make this assignment in Customizing for Controlling under Start of the navigation path Product Cost Controlling Next navigation step Cost Object Controlling Product Cost by Sales Order Control of Sales-Order-Related Production/Product Cost by Sales Order Selection of Requirements Type Through MRP Group Check Strategy Groups End of the navigation path .

SAP standard delivery:

Start of the navigation path Strategy group Next navigation step strategy End of the navigation path

20 -> 20 (make-to-order)

21 -> 21 (make-to-order/with project)

Start of the navigation path Strategy Next navigation step Requirements Type End of the navigation path

SAP standard delivery:

Start of the navigation path Strategy Next navigation step requirements type End of the navigation path

20 -> KE (make-to-order without consumption)

21 -> KP (make-to-order with project)

(2) If the system is to determine the requirements class via Start of the navigation path MRP group Next navigation step strategy group strategy requirements type End of the navigation path , the following settings are required:

MRP Group	You enter the MRP group in the material master record , the MRP 1 view.
MRP Group Strategy Group	You make this assignment in Customizing for Controlling under Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Control of Sales-Order-Related Production/Product Cost by Sales Order Selection of Requirements Type Through MRP Group Check Strategy Group for MRP Group .
Strategy Group Strategy	You make this assignment in Customizing for Controlling under Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Control of Sales-Order-Related Production/Product Cost by Sales Order Selection of Requirements Type Through MRP Group Check Strategy Groups .
Strategy Requirements Type	You make this assignment in Customizing for Controlling under Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Control of Sales-Order-Related Production/Product Cost by Sales Order Selection of Requirements Type Through MRP Group Check Planning Strategies .

(3) If the system is to determine the requirements class via Start of the navigation path material type (instead of MRP group) Next navigation step strategy group strategy requirements type End of the navigation path , the following settings are required:

Material Type	Assign the material to a material type when you create a material master record.
MRP Group Strategy Group	You make this assignment in Customizing for Controlling under Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Control of Sales-Order-Related Production/Product Cost by Sales Order Selection of Requirements Type Through MRP Group Check Strategy Group for MRP Group . You enter the material type in the field MRP Group .
Strategy Group Strategy	You make this assignment in Customizing for Controlling under Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Control of Sales-Order-Related Production/Product Cost by Sales Order Selection of Requirements Type Through MRP Group Check Strategy Groups .
Strategy Requirements Type	You make this assignment in Customizing for Controlling under Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Control of Sales-Order-Related Production/Product Cost by Sales Order Selection of Requirements Type Through MRP Group Check Planning Strategies .

Material Type

Assign the material to a material type when you create a material master record.

Start of the navigation path MRP Group Next navigation step Strategy Group End of the navigation path

You enter the material type in the field MRP Group .

Start of the navigation path Strategy Group Next navigation step Strategy End of the navigation path

Start of the navigation path Strategy Next navigation step Requirements Type End of the navigation path

(4) If the system is to determine the requirements class via Start of the navigation path MRP type and item category Next navigation step requirements type End of the navigation path , the following settings are required:

MRP Type

You enter the MRP type in the material master record , the MRP 1 view.

Item category

Item categories are defined in Customizing for Sales and Distribution under Start of the navigation path Sales Next navigation step Sales Documents Sales Document Item Define Item Categories End of the navigation path .

In sales and distribution, the item category group and the sales document type determine the item category.

Settings for Sales Documents

Start of the navigation path MRP Type and Item Category Next navigation step Requirements Type End of the navigation path

(5) If the system is to determine the requirements class via Start of the navigation path item category Next navigation step requirements type requirements class End of the navigation path , the following settings are required:

Item category

In sales and distribution, the item category group and the sales document type determine the item category.