Use

This function is used to create document items with an item category in sales documents.

Integration

It is part of document processing and is available as follows for sales document creation and modification:

Prerequisites

Business transactions, such as barter deals or cash sales for which the standard item category cannot be used are to be replicated in sales documents.

You have defined item categories in Customizing and assigned an item category to each sales document type or each item type in this contains:

When defining item categories, you can exclude specific item categories from the Create with item category function ( No Create Icat indicator ).

If you have selected this indicator, the system only offers you this item category for the Create with reference, template or template repetition functions . It is not available for the Create with item category function.

The system determines the item category from the copying variant for the Create with reference, template or template repetition functions.

See also: Copying of Document Items

Features

The item type and item category must be specified during document item creation.

The item type is selected by the user. The item category on the other hand is defined by the sales document type or item and sales document type combination. The system uses the item category that has been defined in Customizing as the standard item category for the sales document type or item and sales document type combination .

The item type and category must also be specified when creating a document item with item category. The item type and item category are selected by the user.

See also: Specify Item Type

During item category selection, the system offers you all item categories that are admissible for the sales document type or item and sales document type specified. You can create a document item using an item category that is not the standard item category defined in Customizing, such as the barter deal or cash sale item categories.