During Customizing for Sales and Distribution, your system administrator defines various types of data for controlling the processing of sales documents. Data is defined on three different levels:

At sales document level, for example, you can specify whether a credit check takes place for a particular type of document. In addition, you can specify whether a certain document type is automatically blocked and must first be reviewed before it can be processed further (a request for a credit memo, for example). At item category level, you can specify, for example, whether an item category is relevant for delivery or billing. The item categories used in a quotation, for example, would not be relevant for delivery or billing. Finally, schedule line categories can be defined according to how you want MRP requirements and the availability check to be carried out.