Material/Product listing and Exclusion helps in controlling the Materials a particular customer may or may not order and buy from the company.For example, if you create a list of products for an individual customer, the customer can only order products which are present on the list. If you create a new order for this customer, the system will check whether the material entered is present on the list and only when present it proceeds further.
If you have activated listing functionality for customer “A” and the list has materials B to M but you didn’t list the article “X” for that customer because he is no allowed to buy that article. Now if you create a sales order for that customer “A” with article “X”, the system will give an error message “Material is not listed and therefore not allowed”. Therefore, for customer “A” sales orders can be created only with Materials from B to M.
Similarly you can add that article “X” to the Exclude list to achieve the same result that the sytem gave in the above scenario, when trying to enter a Sales order with that material for the Customer ”A”. Here, the system will give a different error message saying "Material has been excluded".
Also, you can specify material exclusion for a customer. This means that that particulat customer cannot order materials which are excluded for him. Thus, Material exclusion provides a list of materials which a customer cannot order.
The choice to use listing or exclusion list is based on the number of items that you want to list or exclude. If there are few items that a customer cannot buy, then it’s always advisable to use an exclude list rather than maintaining all other items in the listing list.
Product/Material listing and Exclusion applies to two partner functions in Sales and Distribution:
- Sold-to party
- Payer
If there is a material listing present for sold-to party, then the system only checks this listing, no other check takes place. The material listing for a sold-to party can have materials that are not present in the material listing for the payer, like in case of materials which are rarely ordered or only in exceptional cases
If no listing is present for the sold-to party, but a listing is present for the payer, the system automatically checks the payer’s listing
If there is no material listing for either the sold-to party or the payer, then the customer may order any material
Rules can be defined in the system according to which material listing or material exclusion will be done in sales processing. You can also create an analysis log in material listing and in material exclusion.
SAP system has standard Procedures for Listing Path:
IMG screen >Sales & distribution >Basic Functions > Listing / Exclusion
Steps to create a material listing or exclusion record:
In the SD Master Data Screen you have to select, Products ® Listing/exclusion ® Create.
You will reach Create Listing/Exclusion: Initial Screen.
Enter a value in the List/excl.type.
The standard version of the SAP R/3 system includes two material listing/exclusion types:
– A001 is for material listing
– B001 is for material exclusion
Press ENTER.
The Selection of Key Combination window will appear.
The standard version of SAP includes only one key combination: Customer/material.
You have to mark the Customer/material field and press ENTER.
Then you will reach the screen where you can create master data.
Enter name of the customer, validity period and the materials that you want to list or exclude.
and Exclusion.
– A00001 is for material listing
– B00001 is for material exclusion
Steps to activate Exclusion/ Listing by sales document type
Transaction code: OV04
You have to choose sales document type 'OR' from position button
Then assign Listing/Exclusion procedures
Click Save and Exit from the screen
