Function documentationItem Category Determination Locate this document in the navigation structure

 

Billing item categories are not necessarily the same as business transaction item categories. The system, therefore, uses item category determination to determine the appropriate billing item category during the transfer of billing-relevant data to the billing due list. The following methods of item category determination are available:

  • Simple item category determination

    Determination is based on the following fixed attributes of business transactions:

    • Transaction type

    • Item category

  • Advance item category determination

    Determination is based on business transaction attributes that are not available in simple item category determination. This determination method uses condition techniques.

    Example Example

    You can use advanced item category determination to determine item categories from the sales or service organization of a business transaction.

    End of the example.

Prerequisites

You have made the settings described below in Customizing for Customer Relationship Management, in the section Billing.

Item Category Determination
  • You have defined item categories, by choosing   Define Billing Item Categories  

  • You have set up Item category determination, by choosing   Item Category Determination   Assign Item Categories  .

Advanced Item Category Determination
  • You have activated the feature Advanced Item Category Determination in Customizing for Customer Relationship Management, by choosing   Configure Application  .

  • You have completed the activities described in Customizing for Customer Relationship Management, in the section   Item Category Determination   Advanced Item Category Determination  .