In this menu option, you define rules according to which material listing or material exclusion functions in sales processing. With material listing or exclusion you can control which materials can be sold to each customer. Material listing lists which materials a customer can buy. Material exclusion lists which materials a customer cannot buy.
Example
A material listing is created for a customer. The customer can only buy the materials contained in the list. The system does not allow any materials to be entered if they are not contained in the material listing.
If no records exist for material listing, the sold-to party, for example, can in principle buy the same materials as the payer. However, if there is a material listing record specific to the sold-to party, the sold-to party can only buy the materials permitted in the list. These materials do not have to be identical to those which the payer can buy.
Material listing and material exclusion are controlled using the condition technique which is described in detail in the examples for pricing and output determination. Further information on the condition technique can also be found in the manual "SD Pricing and Conditions".
The following elements of the condition technique work together to control material listing and exclusion:
In a delivery created with reference to an order, material listing or material exclusion are carried out on the basis of the underlying sales document type. Material listing or exclusion are carried out for new items in the delivery if they were activated for the underlying sales document type. Material listing or exclusion are not carried out for items copied from the sales order. You must assign an appropriate procedure to the sales document type DL in Customizing for material listing or exclusion to be carried out in deliveries created without reference to a sales order (LO).
Check whether you can adopt the elements of material listing or
exclusion defined in the standard R/3 System. If you need to make modifications, carry out the following steps:
For a description of how data is provided in these fields via user exits, see Customizing, Sales and distribution -> System Modification -> User exits -> User exits in Sales -> User exits in sales document processing.