Free sample delivery

Hi All!
I have specific requirement.
My company want to send free sample as a promtional activity.The material is also sold as standard sale.
i have following queris:
1. If the material is sold on standard sales process with item category is TAN, now i want to send free sample of the same material to different customer. Then how can i determine item category(TANN or Other ) in sale order type FD(Free sample Sales type).
2. While doing PGI the material movement should be free sample type of material movement which should be other than normal sale mvmt
3. The accounting entry at PGI should be not to COGS but to the promotion and publicity account.
How to configure these ?
Thanks
Sanjay Petkar

Follow the below procedures:-
1) In FS00, create two new G/L Accounts for sample sales which your FI people has to do. One for customer credit and one for posting to promotional account
2) Create a new pricing procedure for sample sales in V/08 with a new Account Key (say ZSM) which may be assigned to your PR00
3) Next in VKOA, assign the Account Key and G/L Account created for customer credit for the combinations which you already maintained for normal sales
4) Create a new sale order (if need be) and billing type and assign this pricing procedure in OVKK
5) Go to OBYC, double click on Transaction GBB and assign the new G/L Account created for promotional account for the combination of 0001:::VAX:::Material Type
Now create a sale order and see the Accounting Document
thanks
G. Lakshmipathi

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Seperate GL Account in Delivery For FREE SAMPLE

Hi All,
I want to create separate GL account for the Free Sample in the Delivery Accounting Document
for the Finished Products
Already 7920 is assigned in the GBB for COGS Account VAX combination
But the same Material ie. Finished Products should be given for Free Sample for this scenario the GL should Different.
Its my Client Requirement
Thanks in Advance

Solved
1,Customized separate Movement type
2,Customized separate General Modifier ZAX
3,Assigned ZAX for the valuation class finished goods 7920 in GBB by OBYC Transaction code
4,Customized separate Schedule Line Categ and assigned tht Movement Type
So, we got separate GL account in delivery by the different Movement Type.
All done with integration with MM and FI
Thanks again for your support Lakshmipathi

Free sample sales - Control for Total Value

Dear all,
In our sales free process we configured
a condition type Z100 Net value
and condition record maintained with Key
Customer / Material / Plant
Higher authority is maintaining teh condition reocrd for one day.
10000/ Fg123456 / h210 - 100 % 12.8.2011 12.8.2011
and It will come in the sales order and the Total value will get knocked off by Z100 condition type.
But in this user can enter any number of quantity in the day and product can be dispatch as free sample.
Now we want here
The Basic value (multiply by qty) of the sales order should not go beyond Rs 5000/-
It should be restricted.
Or can we have some release strategy so that Rs 5000 marketing manager can release,
5000 - 10000 COO and above CEO.
Please suggest me, even the full process need to changed also OK for us.
Thanks and Regards,
Mani

Hi Mani,
As explained already, through user exit MV45AFZZ, you can acheive the block.
for your 2nd part, you can get a z-report develop to check the orders that are blocked with this specific delivery block and their net value and item details. Allow the business user to choose the documents he wants to release, since this is purely a business decision. For the orders he wants to release, again through the same user exit MV45AFZZ and FORM USEREXIT_SAVE_DOCUMENT_PREPARE, you can get this block removed through ABAP programming.
You can define a new blocking reason, if required in OVLS.
Regards,
Raghu.

Free samples in gr

hi friends,
thank you for your response.
but i received free samples only at GR. if i go to transfer posting(others)501for free
items,value difference came here on issue.

Hi Ram
If you receive a delivery from a vendor free of charge for which no purchase order was placed, you post the receipt of the goods as a miscellaneous (other) goods receipt.
Choose Goods movement> Goods receipt > Other. Enter the data as required and choose movement type 511. When you process the items, the system prompts you, for every item, to maintain a text for the delivery free of charge on the detail screen. This entry is mandatory, since without a purchase order there is no other way of entering information about the delivery.
Hope this helps.
Reward if u find this info useful.
regards
Anand.C

Free Sample items to be captured in separate G/L Account

Hi all,
I gone through the thread before posting this because of some confustion still i had in my mind.
My cleint requirement is Finished products which normally processed in the sales order as TAN, some times given to customer as a "FREE SAMPLE" for a promotion purpose or during new product launch.
While sending Material to the customer these "FREE SAMPLE", my client not collecting any amount.
The invoce value is ZERO.
But for accounting point of view they want to capture this FREE SAMPLE ITEMS. They have to show the government about the value of free sample distributed for a certain period.
I tried to convince my client use it as a FREE GOODS, TANN item category, for FREE SAMPLE also.
*But they want to capture both FREE GOODS and FREE SAMPLES in DIFFERENT G/L account.
Can anyone suggest me.?
Regards
Harish

Hi Harishkumar,
What is the material code for the sample material? Is it the same as that of the finished goods? If it is different then you can create a separate material account asignment group.
A.........Separate material code for the sample material.
IMG - Sales and Distribution - Basic Functions - Account Assignment/Costing - Revenue Account Determination - Check Master Data Relevant For Account Assignment - Materials: Account Assignment Groups
Execute & create a new one for sample material.
In the material master of the sample material select the material account assignment group & in VKOA maintained the G/L account as per the material account assignment group.
Note: In case of sample sale, the order type will not be relevant for billing. If at all you make it relevant for billing the system will create an accounting document when the invoice is saved because for the accounting entries to be hit an invoice should be created.
B........Same material for the sample sale (finished goods material will be sent as a sample)
In this case you will be having some entry in the material account assignment group which will be copied in the sales order. But in the sales order the material account assignment group is not changeable at the item level. When you create the invoice make sure the material account assignment group is changed so that when the invoice is saved the system will post the value in the relevant G/L account (specially created for free goods & sample goods).
Also as it is a sample sale the sales Tax will not be applicable, so in the pricing you will only have the selling price condition type.
1. Create a Z document type copying from FD document type in transaction code VOV8.
2. Create a separate item category, copy from KLN & save as ZKLN........in the field billing relevance select option "A" so that system will allow invoice based on the delivery only...........in the field pricing select X - standard pricing.
3. In transaction code VOV4 do the item category determination for the new document type.
4. Maintain the copy control settings........sales order to delivery...........delivery to invoice.
5. Create a new pricing procedure for sample sales & do the pricing procedure determination in OVKK. Check the document pricing procedure assignment.......assign C to the new sales order type.
6. In transaction code VKOA maintain the relevant G/L account determination as per the sample account assignment group.
Run a complete cycle & check the accounting entries. But this will be shown as an open item in transaction code FBL5N.
With best regards,
Allabaqsh G. Patil.
Idhasoft Ltd.

Free samples with billing

Dear SAP guru's
      I have done the customizing for free samples - i am able to do both sales order and delivery - i am not able to do the billing - as there is excise duty involved in the material sold,
kindly some one help me. i tried and search the forum - i am not able to find the answer.
Regards,
Reshmi

Reshmi this is the configuration steps you need:
1) create a new item category copying TAN and set the pricing relevance to B (free goods)
2) create a pricing procedure like this:
11     0     PR00     Price
100     0          Gross
915     0     MWST     VAT
920     0          Total
925     0     R100     Discount 100%     100
926     0          Grand Total
In this way you will be able to calculate the VAT only on the gross value and then post only the VAT amount to bill to the customer.
Roberto

Free of delivery

hi
here is a scenario where we have to do free of delivery charges but need to update excise also as we r providing free sample good to the customer from the manufacturing plant which is having excise duty. so can any one help me on this scenario?
regards
subhrangshu

Hi,
Do you want to say that your sales should be collect in one GL account in the accounting document.
Then go to V/08 and select your pricing procedure and maintain account key over there.
Now go to VKOA and select any from the first three to save your account.
So when ever you save the billing document your sales tax will also be accumulated in the GL account.
If you want to save sales tax after saving your excise invoice then go to OB40.
Over there you can save your GL account for your sales tax or vat with respective transaction.
You should know your chart of account for making these setting.
It will be better if you consult your FI guy for this setting.
If still not happening then go to IMG - Logistic General - Tax on goods movement - india - account determination - specify GL accounts per excise transaction.
Check out these two setting for account determination after saving the excise invoice.
Regards
Raj.
Edited by: Raj Aryan Malhotra on Sep 3, 2009 4:06 PM

Free Samples which are excisable.?

Hi friends,
Some time we need to issue free samples to our clients :
1)      Create a BP u2013 Free Samples
2)      Create Sales Order (Separate order series for Free Samples
3)      Create delivery of the frees sample
4)      Pass Outgoing Excise invoice based on Delivery
5)      Close the Delivery manually/Forcefully
6)      Pass JV for closing the Open Excise transaction
Whether this is OK ? In this case, we will not come to know about the Quantity /value of Frees sample issued during the year.
Suppose we want to capture the quantity & amount of the cost which is related to Free Samples, than whether any other procedure needs to be adopted ?
Regards,
Mahesh

Dear Friends,
Thaxs
Mahesh.
Edited by: mahesh A on Sep 23, 2009 9:38 AM
Edited by: mahesh A on Sep 23, 2009 9:40 AM

Free sample is coming automatically at the time of PO creation

Dear all;
At the time of creating PO ,the free sample is automatically been ticked so that we can enter net price .what may be the root cause for that?
Thanking You;
regards;
Joydeep Mukherjee

Hi,
Could you please clarify the "Free Check" mark...Has it been checked already (Default) when you are creating a PO ...or Do you want to Manually Check Mark it...
Please highlight so that necessary answer can be suggested...
Best regards
Amit Bakshi

Issue of Free Sampling to the customewith Excise duty[Paid by the Company]

Dear All
For free sample with no commercial value the user want to raise invoice for plant on which excise duty is to be paid.In this senerio excise duty is to be born by company only no recovery from the customer.
I dont think it is possible in normal scenario of sales process,as accounting entry gets effected at billing even for cenvat also.
Can you plz suggest me?

You can make an attempt as follows:-
First create a new tax code in FTXP with the same as that of the existing one which you are using.
Next get a G/L Account from Finance which may be some dummy account. Next go to OB40, select the transaction EXD and maintain the G/L Account for that newly created tax code which should flow in billing document.
thanks
G. Lakshmipathi

Import of free samples

Dear Consultants,
my client is getting free samples of one imported material. In this case no payment will be made to vendor but we have to pay all the import duties to the customs like Basic duty of custom, Ecess, Hcess, CVD, ADC , etc etc,
How we can handle and configure this scenario in sap where we donot make payment to vendor as he has provided us the free goods but we have to make payment of custom duties.
with regards

Hi
Since you are not getting any credit for these duties paid i suggest you release a PO free of cost on vendor & inward the goods.
One more service PO or cost centre PO for duty, cess etc. . . for customs & pay to customs.
Regards
Rang

Free sample sales net value in invoice should give zero value.

Hello Experts,
I have a question on the cess values aspect of free sample sales.Recently, I have configured a free sample sales for one of our clients. Now, in the invoice the user does not want the cess values to be passed to the customer.I changed the R100 discount type in the pricing control data, still tax is picked up, showing negative net value and not zero. Now, how to arrive at excise payable as credit entry and octoroi etc as debit entry in G/L accounts. or where I am going wrong, please suggest.
Regards,
Raj.

For sample sales that is you are despatching material on free of cost, follow the steps mentioned below
1) In V/06, you should create a condition type, say ZDIS (for 100% discount) and maintain the following:-
Cond. class::::::A
Calculat.type::::A
Plus/minus:::::::X
Item condition:::X
Amount/percent:::X
Delete:::::::::::X
Value::::::::::::X
Save the condition type
2) In OV34, create two new Account Keys, one for PR00 and one for 100% discount. Say the two Account Keys are ZSM and ZSP
3) In V/08, against PR00 condition type, assign Account Key ZSM with a tick in "Required". Next for condition type ZDIS, assign the another Account Key ZSP without any tick in the three boxes. Against this discount condition type, assign the step number of net value under the tab "From", assuming that after PR00 you have multiple condition types.
4) In FS00, create a new G/L Account with description as Sales Promotion Expenses
5) In VKOA maintain these two Account Keys for the sales organisation / chart of accounts with the same G/L account for both the Account Keys. Dont assign different G/L Account here.
6) Now create a sale order and do billing. See how the accounting document flows. Post still if you have any issues.
thanks
G. Lakshmipathi

Free Sample Issue

I'm sure I'm overlooking something. I have an app that offers inapp magazine purchases. Can someone tell me how to update my free sample newsstand issue? Do I simply replace/update the folio assgined as the free issue in the folio producer?
Thanks!
-Chad

Yes. Just update the articles inside the free issue and then click the "update" button in Folio Producer.

Free Goods Delivery Control

I set up the master data to "E" , and for every 5pcs , they get 1 pc free (exculsive)
When I created Sales Order and Delivery of 10pcs, i get 2pcs additional item free.
In the delivery, if i change the delivery quantity to 9pcs, the free goods is still 2pcs. If i change the quantity to 5pcs, that's the time it is changed to 1pc.
How can we set-up such that if it is changed to 9pcs (less than 10pcs), then free goods should be reduced to 1pc.

HI Gemma
Its free goods delivery control,
in free goods there are two types , inclusive , exclusive free goods
inclusive free goods:=
system configure free goods in inclusive option like free goods quantity is going to be included in order quantity
EX- For 10 item is free ,the system configures free goods as 9+1
hope this will solve your problem
regards
venkat

Free samples and needed billing and accounting document

Hi experts,
i got a scenario as below;
we issue free samples to our customers to give in the markets, but issuing this free items there would be some freigt expenses incurred,for that a billing and accounting required. how to configure this please help me
thanx,
shirgud

Shirisha,
1. You will have to create a seperate sample sales Document Type, Item Category and Billing Document.
2. In this Sample Item category you will have tomake pricing as 'B" Pricing for Free goods" pricing procedure ( Copy TAN and change it accordingly to bring it as standard process)
3. Document Procing Procedure = C and Maintain customer pricing procedure accordingly.
4. Maintain Shipping Condition Type KF00 in the free samples pricing procedure either manually (mostly) or else through) so that you can enter Freight Expense at Billing
5. Check whether we have a G/L Assigned for this freight a/c key ERF.
through this config you can process accordingly.
Regards
Sathya

Free sample delivery

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