"Define and assign schedule line categories"

In this menu option you define the line categories. The SAP System can only copy the items of a sales document into a delivery for which schedule lines have been set up. The control of the schedule lines is dependent on the schedule line category.

You allocate a schedule line category to the item categories depending on the MRP type. You specify the MRP type in the material master record of a product.

The schedule line categories contained in the standard SAP R/3 System together with the sales document types and item categories cover the usual business transactions.

The following possibilities are available for defining your own schedule line categories:

You change an existing schedule line category.

You copy an existing schedule line category and change it according to your requirements.

You create a new item category.

In this menu option you do not make specifications concerning the following functions:

Requirement type and planning type for the availability check

Incompletion

You will edit these functions later in the corresponding menu options.

This means that the definition of a schedule line category is only complete, if you have edited all of these menu options.

In this menu option you have to make or check the following specifications:

Schedule line category

Specify an alphanumeric key for the schedule line category that can have up to 2 characters.

Enter text to describe the key.

Delivery relevance of the schedule line category

Schedule lines of order items are relevant for delivery if the goods are to be delivered physically. By contrast, schedule lines for quotation items are not relevant for delivery. Set a corresponding indicator for the schedule line category here.

Delivery block

If you define a delivery block for a schedule line category, this specification is copied into the schedule line. Thus, the schedule line is blocked for all delivery types that are allocated to this delivery block. For more information on the allocation of delivery blocks to delivery types, see section "Define blocking reasons in shipping" .

Purchase order/purchase requisition

A purchase order or a purchase requisition can automatically be created for a schedule line by the SAP System. For this to occur, you must enter the following data:

Type of purchase order

Type of order item

Type of account determination

Type of scheduling

Currently, you can only create purchase requisitions automatically.

Movement type

Here you specify a movement type for posting quantities and changes in value in inventory accounting.

The movement type is only relevant for items or schedule lines that result in stock movement. Thus, for example, it is not relevant for:

Inquiry items

Quotation items

Order items without inventory management

Do not specify a movement type for the schedule lines for the goods issue of returns items. Instead specify a goods movement for the return delivery, that is, for goods receipt.

SAP Recommendation

If you define your own schedule line categories, the keys should start with the letter Z since SAP reserves this name convention in the standard system.

If you define your own schedule line categories, you should copy similar schedule line categories defined by SAP and make the corresponding changes.

In this case, all specifications of the already existing schedule line category are copied as well as the allocation to the item categories. For example, data concerning incompletion, availability check, and document flow in particular is copied, which you do not edit in this menu option. Thus, you can test your new schedule line categories with regard to the defaults set here without having to edit the other menu options.

When copying sales document types, item categories and schedule line categories, the SAP System automatically creates a log with the copied data. By using the log, you can check whether all copied data applies to your schedule line category or whether you have to make changes.

Default settings

In the standard SAP R/3 System, the item categories are distinguished according to their key depending on the usage:

1st character of Usage
the key
A Inquiry
B Quotation
C Order
D Returns

Schedule line categories defined in the standard SAP R/3 System represent the following cases:

2nd character of Usage
the key
T No inventory management
(for example, services)
X No inventory management with goods issue
N No MRP
P Deterministic MRP
V Consumption-based MRP

Actions

1. Change the schedule line categories according to your changes, if you only have to make insignificant changes to the existing schedule line categories.

An insignificant change is a changed description. Insignificant changes refer to parameters that are not used for controlling purposes.

Define new schedule line categories, if you have to make further changes. In this case, you can have the SAP System create purchase requisitions automatically for certain schedule line categories.

2. Allocate the schedule line categories to the item categories depending on the MRP type. Characterize the schedule line categories that are to be defaulted when entering a document.