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Define Order Types

An order type has a large amount of control information important to order management. This information includes a range of default values that are used when you create a new order with this order type.

You need to assign each order to an order type that transfers certain parameters to the order.

The order depends on the client, meaning that each order type can be used in all controlling areas.

If you want to sort your order types by controlling area, you need to create separate order types for each controlling area, for example:

The order type determines the following:

You need to assign each order type to an category. The order category cannot be changed in the individual orders.
The order categories are defaulted in the SAP System and characterize the technical characteristics of the order. An order category, for example, specifies the transactions that you can use to process an order.
Internal orders , for example, are category one (category two is used for cost center accruals), model orders are category three.
You need to assign a number range to each order type. Number assignment is made centrally for all orders with this order type.
You can change the control indicator for all orders of this order type centrally.
  • CO Partner update
You can determine whether the partner information remains the same during allocations between orders and other CO objects (such as, cost centers, or projects), and if the system is to write a totals record for each order.
Caution: This can significantly increase the data volume.
You can specify that the orders of this order type are to be classified. You only require classification for reporting purposes, and for the Maintenance of free characteristics . You can also use order classification retrospectively.
For order summarization , you can have user-defined master data fields instead of classification. To transfer classification data in user-defined fields, choose the IMG activity on Replacing Classification With User-Defined Fields .
For each order type, you need to specify whether you require Commitments Management.
Posting costs is generally allowed on each order. You also need to specify if revenue postings are allowed for an order type.
Orders with revenues can be settled to G/L accounts, profitability segments , sales orders, billing elements, and other orders with revenues.
If you want to update the planned activity input for an order type directly on the sending cost sender, you can activate integrated planning as a default value.
In the settlement profile you store the objects which the orders in this order type are allowed to settle to. You can also assign a settlement profile to an order type at a later date. It is also possible to change the settlement profile in the order.
This profile contains parameters and default values for overall planning. You can also assign a planning profile to an order type at a later date.
This profile contains parameters and default values for budgeting. You can also assign a budget profile to an order type at a later date.
The reference order is used as a template for creating a new order. You can either enter the number of a "normal" order, or of a model order (category three). This can be done at any time, also at a later date.
An order can go through more than one status. One of the functions of the status is to determine which business transactions are allowed on the order.
For more information on the various possibilities provided by status management, see the SAP Library, under Financials -> CO - Controlling -> Internal Orders -> Master Data in Internal Orders -> Status Management for Internal Orders.
You can make a field selection that is not dependent on status, for the fields available in the order master data.

Note

General SAP status management is also used in other areas (such as, projects, or production orders). The old order status management will soon become obsolete.
This is where you define how long your closed orders stay in the system before being archived. Choose the residence times so that you are sure that orders not used during the residence time will also not be needed at a future date. Note that for plan-integrated orders, you can only determine prices for the controlling area if the orders still exist in the system.
You can change the residence times for all orders of this order type centrally.
These modifications are however, are overridden by the field selection , and the field field modifications, which you cannot influence.

Activities

1. Split your orders according to their usage (order type, default values and so on).
2. Check whether the order types delivered meet your requirements.
3. If necessary, define new order types that match your needs.

Notes for Transport

Ensure during the transport of order types, that in the target system there are the same number of number range groups and in the same sequence as in the source system.

Otherwise, it could happen that in the target system some order types are assigned to other number ranges than in the source system. In this case, you have to manually maintain the assignment of the order types to the number range groups.