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Function documentationItem Category Determination

 

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 Start of the navigation path Define Billing Item Categories End of the navigation path

  • You have set up Item category determination, by choosing Start of the navigation path Item Category Determination Next navigation step Assign Item Categories End of the navigation path.

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

  • You have completed the activities described in Customizing for Customer Relationship Management, in the section Start of the navigation path Item Category Determination Next navigation step Advanced Item Category Determination End of the navigation path.