Controls of Schedule line category in SD

Here are some controls of schedule line category 

Schedule line category controls -Transation Code _VOV6

Delivery block: We can specify delivery block that the system applies automatically during processing.Ex: We can specify delivery block for all free of charge deliveries as these documents have to be approved before processing.

Movement type: [601] = GD goods issue: delivery.Inventory management for goods movement into different purposes uses this movement. Goods movement is nothing but a physical or logical movement of materials leading to a change in stock levels is resulting in the consumption of the material.

Movement type 1 – step: It is used for inter company billing movement type.

Order type: It is a purchase order type. Ex: Document type NB can be assigned. In individual purchase order and third party sales order system automatically creates purchase requisition. So as to create it automatically purchase requisition document type should be assigned here.

Item category: We can specify the item category for purchase requisition documents.

Ex: “0” for individual purchase orders and “5” for third party orders.

Account assignment category: We can assign account assignment category for third party and individual purchase order transactions. So that respective accounts get updated.Check item relevant for delivery: It indicates the document item is relevant for delivery and it causes to create delivery document.

Purchase requisition delivery schedule: In third party and individual purchase orders the vendor supplies materials to the end customer through the company or directly. When the vendor has to send the materials the

business requires certain time for goods receiving process. The time can be specified as a delivery schedule lines in purchasing documents. This indicator creates those schedule lines in purchase requisition documents.

Incompletion procedure: [30] = Delivery relevant schedule line.Incompletion procedure has been defined and assigned to the schedule line category CP. System follows this in completion procedure and remains the end user if do not maintain any values in schedule line category fields before saving the document.

Check transfer of requirements (Req. / Assembly): Requirements of sales document whether individual or summarized should be transfer to MRP by system automatically to create demand.Check availability check: If the system has to carryout availability check for materials and quantities in the sales order it should be checked.

Product allocation: Through product allocation we can allocate products for customers evenly.

Controls of Item Categories in SD

Define item categories: Transaction code: VOV7

Business data section

Item type:  Standard item

System process item that refer to a specific material differently then items that don’t refer to a material Ex: TEXT items. As text items does not require processing pricing, taxes, and weight and volume calculations.

Completion rule: - Not relevant for completion (It is for quotations and contract items). We can specify that a quotation is complete only after its quantity has been fully referenced by subsequent document.

Dependencies: In copy control sales document to sales document, check update document flow option at item category level.Ex: If the item category for quotations is “AGN”, then the value will be “8”.

Special stock: - We can specify a separate stock Ex: consignment stock of material. In inventory management stock of materials must be managed separately for reasons of ownership or location. Specify “W” for item category“KEN” (consignment issue)

Billing relevance: [A] = Delivery related billing document.The value determines what kind of billing document it has to generate for this item. That is order related billing document or delivery related billing document.

Billing plan type: - We can assign billing plan type for this particular item that is standard billing, periodic billing and milestone billing.

Billing block: - The billing block indicator is used to block each item of this category for billing.

Pricing: [X] = Pricing standard It indicates whether the system automatically carried out pricing for this item.Ex: For text item it is grade out.

Statistical value: - = System will copy item to header totals.It indicates whether the system takes the value of an item into account when it determines the total value of document.85

Business item: It allows the business data at header level differs with item level business data.

Business data: Business data is nothing but sales, shipping and billing data that is called as a business data. Ex: We maintain payment terms in customer master. When we raise the sales order for this customer the payment terms are copied into the sales document header from customer master. If we do not maintain payment terms in the customer and we maintain payment terms in the sales document header manually then those payment terms applies whole item in the sales order. If we have number of items in the sales order and if we want to change payment terms for particular line item, system allows us to do so,if business item field has been checked. Otherwise system will not allow changing the payment terms at item level.

Schedule line allowed: It indicates whether we can create schedule lines for the item. Sales order items always will have a schedule lines. The items like credit memo request and contracts do not have any schedule lines.The items that have a schedule lines will be copied into the delivery document. The only one item category that is text item has an exemption. For text items with or without schedule lines we can create delivery documents.

Item relevant for delivery: It indicates whether a text or value item is relevant during delivery processing. The item itself is not delivered. But it serves only for information purpose in delivery documents.

Returns: It indicates the item is return item Ex: REN

Weight/volume relevant: This indicator enables the system to calculate weight and volume of materials.

Credit active: This indicator enables to configure credit management functions for this item.

Determine cost: This indicator enables the system to calculate cost of the material of this item category (conditiontype VPRS is used to calculate the cost price).

General control section

Automatic batch determination: This indicator enables the system to determine batch automatically of this item category.

Rounding permitted: If you check it system rounds of the quantity of the material for this item category type.

Order quantity = 1: If you check it system enables one quantity for line item. it does not accept more than one quantity.

Transaction flow section

Incompletion procedure: [20]: Incompletion procedure has been defined in IMG and assign to item category ofthi s type. System follows this incompletion procedure and remains the end user if he does not maintain any values at item category level in the sales document.

Partner determination procedure: [N]: Partner determination procedure “N” has been defined and assigned to item category. So that system follows this partner determination procedure at item level and decides itself sold – to – party, ship – to – party, bill – to – party and payer for this item.

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Text determination procedure: [01]: Text determination procedure 01 has been defined and assigned to item category of this type (TAN). So system follows this text procedure to determine output.

Item category statistics group: [1]: It specifies a statistics group for this item category and helps to determine which data the system should update in LIS.

Screen sequence group: [N] = Item It controls which screens we see during the particular transaction and in which sequence they appear. Ex:We can differentiate sequence of screens in inquires and quotations with sales order.

Status profile: - status profile can be defined and assigned to the item category that defines use status by which we can restrict the user to access the item.

Create PO automatically: This indicator used in third party and individual purchase order items where the system has to generate purchase orders automatically when R/3 is connected to ALE (application link enabling).

Bill of material configuration section

Configuration strategy: - It controls checks and processes that are run automatically or are allowed during configuration. System takes this value while we configure of material of item category of configuration material.Ex: Item category TAC = Variant configuration.

Material variant action: - It controls how the system reacts when it determines that an existing configuration is already used as a stock able type.

ATP Material variant: - = No ATP check We can specify ATP check for material variants in the variant configuration.

Structure scope: - = Do not explode material structure.This field will be used for BOM items.

 BOM: When specific material consists of number of items and those items can be sold as a individual items, then that particular item is called as a BOM.Ex: [Computer]: As computer consist of header item (monitor) as well as sub items (keyboard, mouse, hard disk,etc). Business treats this item as a single item and sells the item to the customer as one. When we raise the salesorder we have to specify only header item that is monitor. Then system automatically explodes remaining items as

a BOM. The BOM can be single level or multi level. The value of this field determines whether the item is a BOM item. If it is so, how it should be exploded.

Application: - As the BOM can take place in production planning, materials management, sales and marketing areas. System should know where it is to be applied. As it is a sales area we have to specify as SD01 that is for sales and distribution.

Variant matching: This will activate variant determinations during variant configuration of the material.

Create delivery group: [Delivery group]: In the sales order if there are items with different schedule lines then wecan create delivery group for all items into a single delivery with latest schedule line confirmed quantity of line item.

Ex: If we have three items with delivery dates that is today, tomorrow and day after tomorrow. Then we have to specify in the sales order in overview screen shipping tab specify the delivery group number in delivery group field.Th en system confirms latest delivery date for all items in the sales order.As the BOM contains number of items, the sub – items may not be confirmed by the system on a singleday. Then system reschedules all items confirmed quantity dates with same or latest schedule line and creates delivery group.

Manual alternative: It allows choosing alternatives for BOM items manually.

Check parameter affectivity: Parameter affectivity is a concept through which we can change the property of material or product.Ex: Seasonal changes (color) to a certain period. It is integrated with engineering changes management cross functionality function.

Value contract section:

Value contract material: - The system copies value contract item that we specified here into the value contract, ifit has not already been maintained in contract.

Contract release control: [B]: Here we can specify the system responses when the target value of value contracthas been reached while releasing the contract.

Service management section

Repair procedure: - We can assign repair procedure for service items.

Control of resource – related billing and creation of quotations section

Billing form: - The billing form specifies whether a flat rate or the dynamic items are invoiced individually when performing billing using a resource related billing document (it is for service items).

DIP profile [Dynamic Item Processor]: We can assign dynamic item processor profile for dynamic item.Dynamic item processor is a toll that the system uses to summaries data into dynamic items in sales price calculation, resource related billing or data determination.

Dynamic items: Customer service items are called as dynamic items. 

Sales Document Type Control in SD

Please find few key control for Sale document configuration 

Sales Doc type: A classification that distinguishes between different types of sales document. The sales document type determines how the system processes the sales document

Document category: The document category determines how the system stores and keeps track of document data. It enables the system to provide you with status information about delivery processing, billing, and documents that are used for reference (for example, inquiries and quotations).

Sales Document block  If you block a sales document type, users cannot create new sales documents of this type. Sales documents created before you set the block can still be changed and displayed.

External number range: when creating a document with external number assignment, the system assigns a number that appropriate configure as external number  

Internal number range:when creating a document with internal number assignment, the system assigns a number that lies within the appropriate number range.

Item increment :The increment by which you want the item numbers in a sales, delivery, or billing document, to increase when the system automatically generates item numbers.Increment by which the item number in a sales document is increased, if the system automatically provides item numbers


Reference mandatory: Indicates whether, when you create a sales document, a reference document is mandatory. If so, the indicator also specifies which type of reference document you should use.


Division Checks :Controls how the system reacts during sales order processing when a division that is entered or proposed at the item level differs from the division in the document header.

Order Probability:The system uses the probability and net value of each item to calculate a total expected order value for the sales document. The expected order value appears in the double-line entry screen.

Credit Check Specifies whether the system runs credit checks and how it responds to the check during sales order processing.

Credit group:Credit group enables you to combine different sales document types for the purposes of credit management.

Output application: Identifies the applications from which output can be sent (for example, sales order processing or invoice processing). The output is divided according to output types and assigned to these applications.

Item Division :If you mark this field, the system proposes the division from the material master record of the item. If you leave the field blank, the division in the document header also counts for all items.

Read info record If customer-material info records do not exist, you can leave the field blank.

Screen sequence group: Controls which screens you see during a particular transaction (for example, creating a quotation) and in which sequence they appear.


Incompletion procedure:The system uses the incompletion procedure to determine which fields appear in the incompletion log when the user does not enter information during sales order processing. In SD Customizing, you can specify an incompletion procedure for each type of sales document.

Transaction group:the transaction group controls,the types of sales documents you can process with certain system transactions in sales processing for which sales, shipping and billing documents the system should update reporting indices (in tables TVIND and TINPA).

Doc price procedure Key that specifies the pricing procedure for this type of sales document.

Delivery type :delivery type that the system automatically proposes for this type of sales document during delivery processing

Billing type: billing type that the system automatically proposes for this type of sales document during the creation of billing documents (invoices, credit memos, etc.) that refer to deliveries

Inter-company billing:Specifies the billing type that the system automatically proposes when you create billing documents for inter-company billing.

Billing Block :Indicates if the item is blocked for billing.

Condition type line item:This is where you enter the condition type which you want to use to determine the results of the sales order pricing for a sales and distribution document item.

Billing Plan Type:Periodic billing is used to bill rental or maintenance contracts. Milestone billing is used to bill projects.

Payment guarantee procedure:This key identifies the document payment guarantee procedure for this sales document type.

 Payment plan type :Specifies the payment plan type for payment cards.In the standard system, this is referred to as the "payment card plan type".


Checking group :Defines how the system carries out checks on payment card data in different SD documents.This is done on the basis of checking group assignments to the different sales document types.

Propose Delivery Date :Indicates whether the system automatically proposes the current date as the delivery date.