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Function documentationSegmentation in Sales Documents Locate this document in the navigation structure

 

Segmentation is available in sales and distribution (SD). Segmentation at the item level allows you to you to sell articles with different attributes, for example, quality of the article and its country of origin. To sell articles with segmentation, you can provide data in sales documents using requirement segments.

For more information about processing sales documents in the standard ERP system, see Sales (SD-SLS).

Prerequisites

You have made the following settings:

  • Segmentation structure and segmentation strategy are maintained in the Customizing for Segmentation under   SAP Implementation Guide   Logistics - General  

  • The article is made segmentation relevant in article master

  • Fix segmentation has been chosen for the corresponding distribution center (DC)

Features

To sell articles with segmentation, the system allows you to maintain data in sales documents for the corresponding requirement segment. You can manually enter the requirement segment or the system can copy the value from various sources such as other sales documents.

For sales documents such as sales order, inquiry, quotation and contract, you can carry out the following functions:

  • Specify requirement segment for single articles, structured articles, generic articles and variants.

  • Change requirement segment for a single articles, structured articles, generic articles and variants.

Note Note

For an article with segmentation, if you try to save the document without requirement segment values, the document will be saved as an incomplete sales document. Also, ATP check will not happen if requirement segment values are not maintained for segmentation relevant articles.

End of the note.

For delivery, you can carry out the following functions based on the type of delivery:

  • Outbound delivery with reference

    Requirement segment will be adopted from the preceding sales document and stock segment will be adopted from the batch.

  • Outbound delivery without reference

    Specify the requirement segment and stock segment will be adopted from the batch. There is incompletion log for this type of deliveries and this will be triggered like sales order when you save segmentation relevant article without specifying requirement segment values.

For billing, requirement segments and stock segments are adopted from preceding sales documents.

When you specify a requirement segment for a generic article, all the variants of that article are updated with the same requirement segment. You can change the requirement at the variant level. However, if you change the requirement segment for the generic article, the new requirement segment is adopted by all the variant except for the variants for which the requirement segment has been modified earlier.

Note Note

You can maintain blank as the segmentation value to be used in combination with a segmentation strategy. In such cases, articles will have blank as segmentation value in sales documents.

In case of a structured article, you cannot specify requirement segment in case of statistical items.

End of the note.

The behavior of incompletion log and the sales documents created with reference is the same as that in standard SAP ERP.

Note Note

In case of structure articles statistical items, no incompletion log is displayed even when no requirement segment is specified for the segmentation relevant article.

End of the note.

Dynamic Filling of Segmentation Values

Sometimes segmentation values are not maintained in segmentation strategy, but are made available as dynamic values, for example, as constant values or as result of some field values. These dynamic values are determined as segmentation values in runtime during creation of the sales documents.

Segmentation in Third-party Order (TPO) and Purchase to Order (PTO)

When segmentation relevant articles are entered in sales orders and the corresponding stock segment for these articles in purchase requisition and subsequent purchasing document is determined based on the rules maintained under Requirement to Stock Conversion while defining segmentation strategy.

Significance of Segmentation Strategy in Non-ARun Relevant Articles in Delivery Documents

When outbound delivery is created for a segmentation relevant article which has been made non-relevant for ARun, the system determines the stock segment relevant for requirement segment based on the rules maintained under Requirement/Stock Allocation while defining segmentation strategy. In such cases, only those batches that belong to the stock segment determined above are valid in delivery documents.

Segmentation Values using BAPI and IDoc

Segmentation values of articles can also be enabled using BAPIs and IDoc.

Segmentation Values in Adobe Forms

Segmentation values are also available in the Output Adobe Forms for sales orders, delivery, and billing documents.

More Information

For information about segmentation of sales documents in material master, see the following topics: