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Vistex claim config for dummy sales org- Functional SD
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Document History:

Version Date Author Comment
1.0 July 31st 2014 Jyotshna Sahu





General Version:- 1.0
Vistex claim config for dummy sales org- Functional SD
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Table of Contents

1. PURPOSE ....................................................................................................................................................... 3
2. PREPARATION ............................................................................................................................................. 3
2.1 PRE-REQUISITES.......................................................................................................................................... 3
2.2 SAP NOTE/ OTHER REFERENCES ........................................................................................................... 3
3. CONFIGURATION ....................................................................................................................................... 4
4. ADDITIONAL INFORMATION ................................................................................................................. 13


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Vistex claim config for dummy sales org- Functional SD
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1. Purpose
This document gives a detailed analysis and procedure for creating claims in Vistex for a
particular sales org for a manual company code which is not active for a sales cycle.

There is a company code setup which was created for Financial transactions only and not for
Sales (hence, there was no Sales Organization or plant assigned to that).But it was required to
invoice and credit Vendor receivables and also to produce Vendor Receivable Statements. To
achieve this, business was using one workaround from FI side as mentioned below.

1. FB65 to Create Vendor Credit Memo.
2. F-02 to debit the customer.

But this doesnt provide visibility and clarity on the transaction.
As there was no sales related to the particular company code and to keep the reporting
completely separated for the manual company code below approach was taken.

For this to materialize we had to set up a new sales org in Vistex without affecting the SD side
of it.

As we know, sales organizations are created for the purpose of sales. In a sales org we can
place orders and gain profit for a particular sales area or company code. But to be able to
create claims in a particular sales org without activating the sales org, it needs a dummy sales
order type and configuration in Vistex.
2. Preparation
2.1 Pre-requisites
To achieve the above requirement, we made sure that below two steps were already done.

1. There should be an existing manual Company code.
2. Existing Profit center or new profit center to be created and assigned to the comp code.
2.2 SAP Note/ Other References

SAP Notes N/A
Other References N/A

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3. Configuration
Steps followed:
1. Created a dummy order type for only Vistex. No order can be placed with the dummy
order type created.

2. The dummy order type will only be used for Vistex configuration.

3. There wont be any connection between the new sales org and any other active sales order
types.

4. There wont be any plant assignment.

5. All claim types have been configured for the manual company code and sales org.

#1: SD side configuration:

Define Dummy sales document type:

SPRO-> Sales and Distribution -> Sales Document -> Define sales document type



















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Define Dummy billing type





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New Sales Org. 3500 created:




Assignment under Company code 3500



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Distribution Channels assigned:


Divisions assigned:


Sales areas set-up:




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Allocation to Credit control area 3500:

IMG Define common distribution channel




IMG Define common divisions



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This is an important step to assign the Vistex Dummy Order type to the new Sales areas












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#2: Vistex configuration: Defining Header Criteria for Sales Documents:

























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G/L accounts assigned at Account Key level. As in all the pricing procedures



#3: Customer Master Data maintenance:
Vistex Default Customer 5000000235 was extended to the new Sales Area:



Also, all the Vendor-as-Customers to be used are extended to the new Company code in which
the claim has to be posted.
For testing purposes, we have extended 5000000712 (Vendor 10101) to Company Code 3500:

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#4: Material Master Data maintenance:
The Service Material 10000010 extended to:
Sales Org. 3500 - Distr. Ch. 10
Sales Org. 3500 - Distr. Ch. 20

Test cases:
Claim type: ZGOA Debit Vendor GOA



ZDCR Claims for Cost Discrepancy



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Claims configured for the above case are as mentioned below:


4. Additional Information
Claims are majorly classified as three types:
Indirect sales
Promotional
Price protection

Indirect sales:

When a manufacturer negotiates discounted pricing agreements with indirect customers who are
served by a distributor, the difference between the actual purchase price paid for the product and the
agreed discounted price must be reimbursed by the manufacturer. This process can occur in the
opposite direction as well, with distributor/resellers having negotiated pricing agreements with
manufacturers. Vistex solutions generate, submit, import and validate claims for these price
differences to ensure that end-customers pay only the contractual price negotiated and that
distributors and/or manufacturer are made whole, eliminating unjust losses on sales from missing
critical reimbursements.

Promotional:

Vistex allows manufacturers to receive and validate proof of goods sold, advertising expenses
incurred, customer actions required for the promotion, etc., accurately and efficiently by
incorporating data and processes for later use in market analytics. Additionally, Vistex solutions
methodically accrue, settle and reconcile promotional funds in conjunction with other customer
invoicing and payment operations in a single solution.

Price protection:

Distributors and retailers also offer price protection to manufacturers. Using Vistex solutions,
companies can monitor the current open purchase orders and existing inventory for channel

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Partners and easily initiate a price protection reimbursement to channel partners. Manufacturers
can also receive, validate and accurately settle claims from channel partners for price protection
reimbursements. Channel partners can use Vistex solutions to determine when price protection
claims are warranted and generate claims automatically