Schedule Line Category in SAP SD

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    Schedule Line Category:

    Define Schedule Line Categories

    The SAP System can only copy those items of a sales document to a delivery for which schedulelinesexist. Control of the schedule lines depends on the schedule line category.

    You have the following options for defining your own schedule line categories:

    change an existing schedule line category.

    copy an existing schedule line category and change it according to your requirements.

    create a new schedule line category.

    n this menu option! you neither stipulate specifications for the requirement"planning types for theavaila#ility chec$ nor for incompleteness. You edit these functions later on in the respective menuoptions. This means that the definition of a schedule line category is only completed once youhave also edited these menu options.

    n this menu option! you must ma$e or chec$ the following specifications:

    Schedule line category

    The schedule line category is has an alphanumeric $ey with a maximum of two characters as wellas a textual description.

    Business data

    %elivery #loc$

    &hen you define a delivery #loc$ for a schedule line category! this specification is copied to theschedule line. The schedule line is then #loc$ed for all delivery types that are allocated to thisdelivery #loc$. nformation on the assignment of delivery #loc$s to delivery types can #e found inthe section "Define blocking reasons in Shipping" .

    'ovement type

    (ere! you specify a movement type for posting quantities and changes in value to inventoryaccounting. The movement type is only relevant to items or schedule lines which result in a stoc$

    movement. t is not relevant! for example! for: inquiry items

    quotation items

    order items without inventory management

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    %o not specify a movement type for goods issue for the schedule lines for returns items. nstead!specify a goods movement for the return delivery! thus for goods receipt.

    tem relevant for delivery

    Schedule lines for order items are relevant for delivery if a physical goods delivery is to #e made.n contrast to this! schedule lines for quotation items are not relevant for delivery. You indicate the

    appropriate schedule line category here. )equirements

    Transfer of requirements can #e controlled at schedule line level. Transfer of requirements iscarried out for the transaction if you set the indicator. The indicator corresponds to the settings forthe transfer of requirements for each schedule line category and can also #e set there.

    Availa#ility

    The availa#ility chec$ can #e controlled at schedule line level. An availa#ility chec$ is carried outfor the transaction! if you set the indicator. The indicator corresponds to the settings for theavaila#ility chec$ for each schedule line category and can also #e set there.

    Purchase order"purchase requisition

    A purchase requisition can #e automatically created for a schedule line #y the SAP System. *orthis to occur! you must enter the following data here:

    type of purchase order

    type of purchase order item

    type of account assignment

    type of document category

    At the moment! only purchase requisitions can #e created automatically.

    Transaction procedure

    ncompletion procedure

    The incompletion procedure that you enter here! specifies which fields must #e completed #y theuser. A corresponding entry is created in the incompletion log for fields that are not filled duringdocument processing.

    Recommendation

    f you define your own schedule line categories! the $eys should start with the letter +since SAP leaves this range free in the standard system.

    f you define your own schedule line categories! you should copy similar schedule line

    categories that are defined #y SAP and ma$e the appropriate changes.

    n this case! all the specifications of the already existing schedule line category are copied!including the allocation to the item categories. n particular! the data for example concerningincompleteness! the availa#ility chec$ and document flow! which you do not edit in this menu

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    option! is copied. n this way! you can test your new schedule line categories in respect to thesettings that have #een made without having to edit the other menu options.

    &hen copying sales document types! item categories and schedule line categories! the

    SAP System automatically creates a log with the copied data. ,sing the log! you canchec$ whether all the copied data applies to your schedule line category or whether youmust ma$e changes.

    Default settings

    n the standrad SAP )"- System! the $ey of the schedule line categories contains the followinginformation concerning its usage:

    First character of the key usage

    A inquiry

    B quotation

    C sales order

    D returns

    Second character of the key usage

    T no inventory management, e.g. services

    X no inventory management with goods issue

    no !lanning

    " #$"

    % consum!tion&'ased !lanning

    Actions

    . Change the schedule line categories according to your requirements if you only need to ma$eminor changes to the existing schedule line categories. 'inor changes are parameters whichhave no controlling character. A minor change could #e a changed description.%efine new schedule line categories if you need to ma$e further changes./. 'aintain the detail screen according to your requirements.You can! for example! allow the SAP System to create purchase requisitions automatically forparticular schedule line categories.

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