Free goods is a standard SAP delivered functionality that can be implemented to handle promotions such as “Buy 2 get 1 F...
Table of Contents Introduction .......................................................................................................................... 2 Configuration ........................................................................................................................ 2 Create a new condition table for free goods ....................................................................................2 Add new fields to field catalog ........................................................................................................4 Create new access sequence ...........................................................................................................5 Create new condition type for free goods .......................................................................................6 Create free goods determination procedure....................................................................................7 Activate free goods determination..................................................................................................9 Price determination for free good items category ......................................................................... 10 Item category determination for Free Goods items ....................................................................... 12 Create free of charge condition type ............................................................................................. 13 Assign 100% discount condition to pricing procedure .................................................................... 14 Create condition record for free goods determination ................................................................... 15
Test Scenario ....................................................................................................................... 17 Scenario 1: Order quantity < minimum quantity requirement for free goods.................................. 17 Scenario 1: Order quantity > minimum quantity requirement for free goods.................................. 17
Important OSS notes ........................................................................................................... 19
1
Introduction Free goods is a standard SAP delivered functionality that can be implemented to handle promotions such as “Buy 2 get 1 Free”. In this case, you have 2 scenarios to look at. 1 – Buy 2 get 1 free – In this case customer is only paying for 1 item and physically getting 2. This scenario is known as “Inclusive” 2 – Buy 2 and get 3rd item free – In this case, customer only pays for 2 items and he get’s another item for free. This scenario is known as “Exclusive” Let’s see how we can configure the inclusive free goods scenario in SAP. Fee goods use the famous condition technique in SAP. Please click here to read about the condition technique in SAP.
Configuration Since we are using condition technique, we will have to use condition tables, access sequence and determination procedure with master data for this purpose.
Create a new condition table for free goods IMG Path:
Give a condition table number between 500 to 999 and create a custom table
2
Double click on the fields appear in the “Field Catalog” and add them to the left side “Selected fields”. In the below example, we have selected “sales organization” and “Article” for our table.
Press the button to generate your new condition table Select the correct development package from the popup. You will get the below information message after successful generation of your condition table
3
Add new fields to field catalog In case if you want to know which fields are available for your “Free goods” table, creation; please refer below IMG node. Those fields are commonly known as “Field Catalog” IMG Path:
Below fields are delivered in the standard SAP package for this purpose.
Please note that, if required you can add new fields to the field catalog and respective user exits needs to be coded to fill those values during sales order creation.
4
Create new access sequence IMG Path:
Using “New Entries” button, maintain a new ID and description for your access sequence
Select that line and double click on the level “Accesses” Using new entries button, add a new step level and your condition table. If you want to have a custom check to be implemented at certain access level for free goods determination, you need to add that as a requirement routine under column “Requirement”. Click here to see how you can create a new VOFM requirement routine. Click here to see how you can transfer a requirement routine from one client to another.
5
You can have more than one condition table added to your access sequence and each table level can have its own requirement routine assigned. Once all condition tables are added under different step numbers, please make sure to highlighted each table and double click on the “Fields” level to generate that access level within the access sequence.
o
Save your access sequence
Create new condition type for free goods IMG Path:
Standard SAP deliver the condition type “NA01” for this purpose. If required, you can create your own condition type under above IMG path and assign your access sequence.
6
Note: “Valid from” and “Valid to” dates can be used to specify the default condition master record validity periods. You have below options available in SAP.
Create free goods determination procedure IMG Path:
7
Under this IMG node, you can specify the determination procedure and the condition types assigned to it. o
Using “New Entries” button, add a new procedure
o
Select that procedure and double click on the “Control Data” node to add your free goods conditions
If required, you can also assign a new requirement routine at condition level to have any custom check. o
Save your new procedure
8
Activate free goods determination Similar to pricing procedure determination in sales order, you need to configure below configuration node to determine the correct determination procedure at sales order creation. This determination happens based on the sales area, Customer pricing procedure / document pricing procedure. (Same as pricing procedure determination in sales orders) IMG Path:
o
Assign your free goods determination procedure as shown below.
o
Save your entry
Now you have completed required configuration for free goods determination
9
Price determination for free good items category Since we want to give those items free, there is a specific setting that you need to do to determine 100% discount for such free good sales order line items. You can use the standard SAP delivered free goods item category for this purpose. IMG Path:
Assign Pricing Type “B” for that item category
You will see same setting appear in the item category configuration node as well.
10
IMG Path:
11
Item category determination for Free Goods items Under this IMG node, you need to configure how item category determination should take place for free goods. IMG Path:
Item category usage “FREE” is used for this purpose in SAP
12
Create free of charge condition type Under this IMG node, we need to create a new condition to handle 100% discount for those Free of change line items. IMG Path:
13
Assign 100% discount condition to pricing procedure Under this IMG node, you need to assign that free of change pricing condition to your sales order pricing procedure. IMG Path:
“Base type” 28 assigned against that condition “R100” will automatically determine 100% discount in the sales order line item.
14
Create condition record for free goods determination Using below transaction or Easy access menu path, you need to create new condition master records to activate this functionality in your system. Transaction: VBN1 Easy Access Menu Path:
o
Enter your condition type and press enter key. If you have added multiple condition in your procedure, you will get a popup. Select the appropriate level and go in.
Standard SAP automatically takes you with the “Inclusive” mode. If you want to change it to “Exclusive” mode, click on the button highlighted below. 15
Please note meanings of each field in this transaction. o
o
Min Qty – The quantity specified in this column will be checked against the sales order line item quantity to see whether “Free goods” can be applied for that line item. - If you specify 10 under this column and sales order contains quantity 8, there will not be any free goods as “Min Qty” greater than Order quantity. - If sales order contains quantity 25, then free good calculation will be based on 25 as order quantity is greater than “Min Qty” From (Free Goods Quantity) – This column is used to specify the “quantity” base for free goods” calculation. For example; if you’re planning to give 1 free good for every 5, then this column will hold value 5. - If you specify 10 under as “Min Qty” and sales order contains quantity 8, there will not be any free goods as “Min Qty” greater than Order quantity. - If sales order contains quantity 25, then free good calculation will be based on 25 as order quantity is greater than “Min Qty” – 10. Since you’re planning to give 1 free good for every 5, customer will get quantity 5 as free goods.
Formula for free goods calculation
= (Document Quantity / Free Goods Quantity) * Free Goods = (25/5) * 1 =5
o
“Are free goo” – this field holds the quantity that you want to give as free, when the minimum is met. For example; if you’re planning to give 1 free good for every 5, then this column will hold value 5.
For above, example I will create my condition master record as below
16
Test Scenario Scenario 1: Order quantity < minimum quantity requirement for free goods When I create the sales order line item quantity = 8, system gives below warning message as order quantity is less that minimum quantity for free goods.
Scenario 1: Order quantity > minimum quantity requirement for free goods When I key in the order quantity as 25 for the line item “AW11001”, system automatically creates a new line item and determine 5 as free goods based on my condition master record.
17
Only quantity 20 (out of 25) was priced as shown below.
When I check the condition tab for free goods item line item (20), you can see that 100% discount condition appears there automatically.
18
Important OSS notes Please go through below listed OSS notes on FAQ around free goods functionality.
549505 FAQ: Free goods definition and uses 549963 FAQ: Free goods in the SD document 549771 FAQ: Free goods - Customizing and condition
Author: Anupa Wijesinghe E-Mail:
[email protected] /
[email protected] Website: www.learnsaptips.com View my profile in LinkedIn Follow me on Twitter
Disclaimer This article is done based on my research and readings, unless otherwise stated. The views expressed are my own and not of anyone else. Author accepts no liability for the content of the articles in this website or for the consequences of any actions taken on the basis of the information provided. Using this information is at the users own discretion and responsibility.
19
