Handling Different Business Scenarios With Header Conditions in SAP SD

Introduction

Condition in SAP

Standard SAP provides us with the flexibility to use certain condition types, which can be used at header level, and these are termed as Header conditions. On the other hand, there are item conditions which can be applied at item level in a sales document. The standard system also has a few condition types which can be used at header as well as item level.

Here we will go through a few of the header conditions and how can we use them while configuring specific business scenarios.

Characteristics of header conditions

Header conditions are applicable to all the items in a sales document and these get distributed to the items according to their configuration. We may configure a header condition either on the basis of percentage or on the absolute value. If we enter a header condition that has percentage as basis, then system applies this percentage to all the items in the sales document. On the other hand, if the header condition is based on the absolute amount, there can be two ways in which the system can distribute this absolute amount among the items in the sales document:

1. This can be distributed proportionately on the basis of net value/weight/volume of the line item etc.
2. This same amount can be applicable to all the lines separately.

Header conditions have constraints in terms of automatic pricing. We cannot configure header conditions with condition records and hence automatic pricing cannot take place with header conditions. Header conditions are supposed to be manual in nature.

We may define if a condition is a Header conditions in the customizing for condition types in IMG, as below:

Sales and Distribution > Basic Functions > Pricing Control > Define Condition Types

To enter a header condition in the sales document, we need to follow below menu in a sales order.

In the highlighted part we need to enter condition type and its value.

Business scenarios and respective header conditions:

Scenario 1:

We have a requirement to assign a specific percentage discount to all the line items in a sales order. For e.g. in our business we wish to apply a certain freight discount to a sales document such as it is applicable to all the line items present in the sales document. We may configure a header condition as below (Standard SAP provides a standard condition type HA00 for this scenario).

Now we will test this scenario, using a sales order.

Created a sales order with 3 line items with 1 quantity each.

Entered header discount HA00 as 5% on the document header > conditions tab.

Now on checking the line items, this discount of 5% will be applicable to each line with 5% discount.

Line: 100

Line: 200

Line: 300

Scenario 2:

We have a requirement to assign a specific absolute discount to all the line items in a sales order. For e.g. in our business we wish to apply a certain absolute freight discount to a sales document such as it is applicable to all the line items present in the sales document. We may configure a header condition as below (Standard SAP provides a standard condition type RB00 for this scenario).

Now we will test this scenario, using a sales order.

Created a sales order with 3 line items with 1 quantity each.

Entered header discount RB00 as USD 100 on the document header > conditions tab.

Now on checking the line items, this discount of USD 100 will be applicable to each line with absolute value as USD 100.

Line: 100

Line: 200

Line: 300

Scenario 3:

We have a requirement to assign an absolute discount to the header so that the system distributes the amount proportionally among the various items, according to any base parameter.

For e.g. in our business we wish to apply a certain absolute discount to a sales document such as it is distributed to all the line items present in the sales document as per their gross weights. We may configure a header condition as below (Standard SAP provides a standard condition type HB00 for this scenario).

Now we will test this scenario, using a sales order.

Created a sales order with 3 line items with gross weights as below.

Line 100: 30KG

Line 200: 20KG

Line 300: 10KG

Now we enter header condition HB00 as total discount as USD 600. This should get distributed among the sales order lines in the proportions of their gross weights.

Line: 100

Line: 200

Line: 300