Configuring Sales Document Item Categories SD Product Selection

Prerequisites

Item categories contain instructions about the attributes of the line item to which they are assigned. Review the standard sales document item categories for product selection. If you decide that these do not meet your business requirements, for example if you require that pricing be done at the sub-item level rather than the main item level, create new sales document item categories for the main and sub-items.

Procedures

We recommend that you copy, then change the standard sales document item categories instead of creating them from scratch. To copy categories, perform the Customizing activity Sales ® Sales Documents ® Sales Document Item ® Define item categories (transaction VOV7).

To copy the main item category, select the entry TAX and choose Copy. Overwrite the key and description with your sales document item category. Make any additional changes and save.

To copy the sub-item category, select the entry TAPS and choose Copy. Overwrite the key and description with your sales document item category. Make any additional changes and save.

Schedule Lines and relevance for delivery

Select the Item relev.for.dlv indicator for the main item category if you are using outcome A. Although the main item may not actually be delivered, this is necessary so that product selection can be re-determined in the delivery.

If you are using outcome B, select this indicator for the sub-item category only.