SAP – Customizing Guide

Item type

A way of classifying items that require different kinds of processing by the system.

The system processes items that refer to a specific material differently than items that do not refer to a material. For
example, text items do not require processing for pricing, taxes, and weight calculations.

Completion rule for quotation / contract

The rule for establishing when a quotation or contract is complete.

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You can, for example, specify that a quotation is complete only after its quantity has been fully referenced by
subsequent documents. The system uses the completion rule to determine the status of a quotation or
contract that has been referenced by other documents (by subsequent sales orders, for example).

If you want the system to apply the completion rule, you must first select the Update document flow field in
document flow control in SD Customizing using the following menu path: Sales and Distribution --> Sales -->
Maintain copy control for sales documents --> Copy control: Sales document to sales document (at item
level).

Special stock indicator

Specifies the special stock type.

If you need to separately manage certain stock (for example, consignment stock) of a material, the stock
type in question is defined using this indicator.

Relevant for Billing

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Block

Indicates if the item is blocked for billing.

The system can automatically propose a billing block for sales documents that must be checked before
billing (for example, returns, credit and debit memo requests).

If the system proposes a block, you can change the block manually for each item. If the system does not
propose a block, enter one of values predefined for your system. If the item has more than one schedule
line, the block applies to each line. You can change the block for individual schedule lines.

Carry out pricing

Indicates whether the system automatically carries out pricing at the item level.

The system carries out pricing for standard items in a sales order. In the case of text items, however, pricing would not
make sense.

Define Item Category Groups

Using the item category group, you group together different material types for item category determination
from the SD view. For every material type, you can define a default item category group which is proposed
by the SAP System when you create a material master record. For more information on setting default
values please refer to the section "Define material type defaults.

In the sales document, the system determines the item category from the item category group of the
material and from the sales document type and proposes this item category in the document. You assign
item categories to sales order types and item category groups elsewhere. You can find further information
on this in the section "Assign item categories".

Actions

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If you define your own item category groups, the keys should start with the letter Z, since this name
convention is kept free in the standard SAP System for this purpose.

1. Check whether you can use the item category groups in the standard version.
2. If you want to create new item category groups, you must enter an alphanumeric key with a
maximum of 4 characters as well as a textual description.

Define Default Values For Material Type

In this menu option, you can enter an item category group for each material type. This item category group
is proposed when you create a material master record of this material type. The default value can be
changed manually in the material master record.

The system determines the item category from the item category group of the material and the sales
document type during document processing. You assign item categories to sales order types and item
category groups in a separate setting. Further information on this can be found in the section "Allocating
Item Categories".

Action

Enter an item category group for all material types, for which a corresponding proposal is to be made when
a material master record is created.

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Define Item Category Usage

In this menu option, you specify the item category usages which control the usage of an item. Item category
usage controls, for example, the system response if during document processing an item does not refer to a
material but to a text item. Item category usage can also be maintained via the item categories (detail screen
for item categories: Goto -> Item usage).

Default settings

In the standard SAP R/3 System, the following usages are defined:

Batch split

Text item

Service item relevant for billing

Service item not relevant for billing

Actions

1. Check first whether you can copy the usages in the standard system.
2. If necessary, create a new item category usage by entering an alphanumeric key with a
maximum of four characters and a description.

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Assign Item Categories

In this menu option, you can specify which item categories the system proposes during document
processing for each sales document type and item category group. At the same time, you can specify
additional item categories with which the system default can be overwritten. There is a maximum of three
possible alternative item categories.

If, for example, you enter a material with the item category group NORM in a standard order, the SAP
System determines the allowed item category via the assignment of item categories to sales document
types and item category groups.

The system default and the allowed alternatives are always determined from the sales document type and
one or two further criteria. The system default depends on the following criteria:

sales document type

item category group

item category of the higher-level item

item category usage

Note

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

Recommendation

Depending on the initial situation you can start the assignment differently:

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

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

When you define a new item category group, you are to enhance the assignment of item categories
to sales document types by this new item category group.

Actions

To define item category determination, proceed, for example, as follows:

1. Choose the sales document type to which you want to assign item categories.
2. Then choose one of the item category groups.
3. Specify all the allowed item categories for the combination of sales document type and item
category group.
If you are dealing with a non-material item, you must specify the corresponding item usage.
If it is a subitem, 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 must indicate the
combination of item category, item category group and sales document type as a default value.

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