Backgroud
In S/4HANA Cloud, a new flexible solution is provided for configuration expert to define rules that the system uses to determine valid-to dates for sales inquiries and sales quotation. These rules enable the flexible calculation of valid-to date based on the calendar and offset rules.
This blog illustrates how to maintain configurations to enable flexible determination of valid-to date.
Configuration Steps:
Different from On-Premise and Private Cloud system user using Transaction code SPRO to change configurations in backend, user with role “SAP_BR_BPC_EXPERT” needs to use the following SSCUIs to maintain configuration settings in S/4HANA Cloud.
- Define the Parameter Catalog
- Define Rules to determine Factory Calendar
- Define Formulas and maintain the decision table
- Define Custom Routines
- Assign Custom Routines to sales document types
1. Define the Parameter Catalog
With SSCUI 105546 ‘Define Parameter Catalog for Validity Dates’, the parameters which can be used as conditions of the decision table can be maintained. There are some standard parameters are provided. Custom fields on sales doc header can be added as custom specific parameters.
2. Define Rules to Determine Factory Calendar
With SSCUI 103829 ‘Define Rules to Determine Factory Calendar’, how to determine the calendar to be used when calculate the valid-to date can be maintained.
For example, the factory calendar is determined by:
- Firstly, check whether there is a calendar maintained in the sales organization
- If not, then check whether there is a calendar
- If still not, then the calendar in the rule is used
3. Define Formulas and Maintain the Decision Table
With SSCUI 105547 ‘Define Formulas for Validity Dates’, the formula which including condition parameters, priority of the parameters, and rules to determine valid-to date can be defined.
Below steps are required to define a formula:
- Define a formula ID
- Assign formula parameters
- Define the priority of the parameters
- Maintain the decision table
3.1 Define Formulas and Maintain the Decision Table – Assign Formula Parameters
With SSCUI 105547 ‘Define Formulas for Validity Dates’, the formula which including condition parameters, priority of the parameters, and rules to determine valid-to date can be defined.
Parameter ‘VALID_TO_DATE’ is pre-maintained as returning result.
Other parameter catalog maintained in SSCUI 105546 ‘Define Parameter Catalog for Validity Dates’ can be assigned to the formula.
3.2 Define Formulas and Maintain the Decision Table – Define the Priority of the Formula Parameters
With SSCUI 105547 ‘Define Formulas for Validity Dates’, the formula which including condition parameters, priority of the parameters, and rules to determine valid-to date can be defined.
In step ‘Assign Parameter Priority’, the priority can be set to the formula parameters which have been assigned to the formula.
3.3 Define Formulas and Maintain the Decision Table – Maintain the Decision Table
With SSCUI 105547 ‘Define Formulas for Validity Dates’, the formula which including condition parameters, priority of the parameters, and rules to determine valid-to date can be defined.
The decision table is generated automatically after the priority of the parameter have been defined.
The assigned formula parameters can be maintained as conditions.
Below fields can be maintained to specify how to calculate the valid-to date:
- Absolute Offset (in days)
- A rule to determine the factory calendar
- Additional rule to calculate the valid-to date
3.4 Define Formulas and Maintain the Decision Table – Additional Relative Offset
With SSCUI 105547 ‘Define Formulas for Validity Dates’, the formula which including condition parameters, priority of the parameters, and rules to determine valid-to date can be defined.
Based on given valid-from date, absolute offset, and calendar rule, the system gets an initial valid-to date. Here you can choose how the system processes the initial date to determine the final date. For example, you can choose the first working day in the initially proposed week as the final valid-to date
4. Define Custom Routines for Validity Date
With SSCUI 105548 ‘Define Custom Routines for Validity Dates of Sales Documents’, customer routines which contains a formula can be defined.
- Specify the ID and description of the routine
- Select the process enhancement option task as ‘SD_SLS_FLEX_VALID_TO_DATE’
- Specify which formula you would like to use in this routine
5. Assign Custom Routines to Sales Document Types
With SSCUI 103823 ‘Assign Custom Routines to Sales Document Types’, customer routines can be assigned to sales document types to enable the rules in sales document processing.
The section ‘Validity Date’ is only available for sales document types with category Sales Inquiry or Sales Quotation. For others the field will be read-only.
Sales Quotation Testing
1. Log into S/4HANA Cloud system using user with role “SAP_BR_INTERNAL_SALES_REP”.
2. Create a sales quotation.
When creating sales quotation, the valid-to fields will be set automatically. When changing the valid-from date during the creation, the valid-to date will also be recalculated automatically.
For example, when entering the create view, the valid-to date is immediately set as 30 days after the valid-from date. If changing the valid-from date, the valid-to date is immediately updated to 30 days after the valid-from date.
3. Change the sales office to 100.
After the routine assigned to sales document type QT Sales Quotation, when changing the formula parameters during creation of sales quotation, the Valid-to fields will be recalculated automatically.
For example, when maintaining the Sales office as 100, the valid-to date is immediately set as 60 days after the valid-from date.
Additional Notes
- This functionality is available for sales quotation and sales inquiry.
- This functionality is also available when creating sales quotation via OData API. An exception is creating sales quotation via OData API with reference. In this case, the automatic determination of valid-to date will not be triggered.
- Automatically setting the valid-to data is only available when creating sales document. It will not be triggered when editing an existing document.
