"Define item category determination in sales documents"

In this menu option you define the item category determination for sales documents.

The respective item category of an item in the sales document is determined automatically by the SAP System depending on the following criteria:

Item category group of the material

Sales document type

Using the item category group, you group together different material types from the sales view for item category determination.

You can define one item category group as a default value for every material type. This item category group is proposed by the SAP System when you create a material master record. You can change this default manually.

For every item category, you allocate the allowed sales document types to the item category groups. On the other hand you can also allocate the item categories to the item category groups for every sales document type.

If you enter a material with a certain item category group (for example, standard item) in a sales document with a certain document type (for example, in a standard order), the SAP System finds the allowed item category automatically by allocating the sales document type to the item category group.

In addition, the item usage and the item category of the higher-level item are part of item category determination.

Define an item category to be proposed automatically by the SAP System. Furthermore, you can define the allowed item categories which you can then specify by changing the default in the sales document.

Note

The SAP System automatically copies the item category determined for a sales document item into the delivery.

SAP Recommendation

If you define your own item category groups, the keys should start with the letter Z since SAP does not use this name convention in the standard system.

You can start the allocation differently depending on the initial situation:

If you define a new sales document type, you should determine the proposed item category and the allowed item categories for the materials that are represented by the item category group.

If you define a new item category, you should determine for the materials that are represented by the item category group for which sales document types an item category is proposed or for which item category is possible.

If you define a new item category group, you should extend the allocation of the item categories to sales document types by this new item category group.

Requirements

The material types, sales document types, and item categories must already be defined.

Actions

1. To define a new item category group, specify an alphanumeric key with up to 4 characters and a textual description.

2. Allocate an item category group as a default value to the material types for material master record maintenance.

3. Proceed as follows, for example, to define the item category determination:

Select the sales document type you want to allocate item categories to.

Then select an item category group.

Specify all allowed item categories for the combination of sales document type and item category group.

If it is an item without material reference, you have to specify the corresponding item usage.

If it is a sub-item, specify the item category of the higher-level item.

If it is an item category that is to be proposed in the sales document, you have to characterize the combination of item category, item category group, and sales document type as a default value.

Alternatively, you can also make the allocation via the item categories.