sap material listing and exclusion.docx

8/20/2019 SAP Material Listing and Exclusion.docx

1/15

SAP Material Listing and Exclusionhttp://scn.sap.com/docs/DOC- !"##

Introduction

Material Listing and Exclusion is a specific funtionality provied by SAP, which lets one control the sale ofallowed/disallowed materials for customer

Listing! "y creating a material listing for a specific customer allows that customer to order #$L% the materials that aremaintained in the list

Exclusion! "y maintaining an exclusion record for a particluar customer, the customer is $#& allowed to order thesematerials

Objective

&he ob'ective of this documents is to understand the listing and exclusion concept with step by step configurationprocess in SAP system

Business Scenario

&he use of material listing or exclusion depends on the business scenario as both listing and exclusion function leadto allow/restrict the sale of some particualr material to specifc customers (f the business re)uirement is to allow onlycertain materials to be ordered then we opt for listing e g (n Pharma business, there may be somedistributors/stoc*iest who are allowed to sell only certain materials from a huge list of products so we need tomaintain the listing of these materials for the given customers whereas if business needs to restrict the sale of someparticular materials to some customer/group then we can go for exclusion such as in pharmaceutical business,customer sometimes may not have a license to sell certain products (t is to be noticed that exclusion have the higher priority than the listing

Partner Functions in Material Listing and Exclusion(n Sales + istribution, material listing/exclusion functionality is applicable to two partner functions! the sold-to partyand the payer (n the standard version of the SAP ./ system, when the sold-to party and payer are not same, thematerial listing chec* is as follows!

http://scn.sap.com/docs/DOC-28355http://scn.sap.com/docs/DOC-28355


2/15

• If the sold-to party (SP) has a material listing the system only chec!s this listing (no otherchec! ta!es place)" #he material listing for a SP can include the materials that are a$sent in the listingfor the Payer (P%)"

• If there is no listing maintained for the sold-to party $ut it exists for the payer the system &illautomatically chec!s the payer's listing"

• If there is no listing data exists for either the t&o partner functions (SP or P%) then thecustomer may order any material"

S P on*guration

Material Listing/Exclusion control is carried by using the condition techni)ue &he following configuration steps in SAPwill meet the business scenario of material listing/exclusion

Path! SP.#-0Sales and istribution-0 "asic 1unctions-0 Listing / Exclusion

+ Maintain Field atalogue, llo&ed Fields for Listing Exclusion

2ere we can list down the fields that will be used in the creation of condition table "y default, SAP hasprovided a number of fields in the catalogue but one can add extra fields needed for condition table, if given fields are absent in the existing list

Path! (M3-S -"asic function-Listing/Exclusion-maintain allowed fields


3/15

2 Maintain Condition table for Listing/Exclusion

ondition ta$les are used to com$ine the *elds &hich are used in creating the conditionrecords for the listings and exclusion" #he *elds a.aila$le in the *eld catalogue can $e usedas *elds of condition ta$les"

1or e g 1our fields can be seen under the Selected 1ields in a pre existing condition table 455


4/15

%ou may either directly create a new condition table or it can be created through reference of and existingtable (n the below example, we have created the table 456 with the selected fields as Sales org,

istribution 7hannel, Sold-to Party and material

7lic* on 3enerate icon + Select the appropriate re)uest to create the table


5/15

/ Maintain ccess Se0uence for Listing Exclusion

2ere we can list down the accesses which are further used in maintaining the se)uences for conditiontables to be used in the listing/exclusion &he pre-re)uisite is that the condition table should have beenmaintained &here are two standard access se)uence given for material listing/exclusion

11+- For material Listing B11+- For Material Exclusion

Path, SP23-4S56-4 Basic Functions-4 Listing Exclusion-4Maintain access se0uence forListing Exclusion


6/15

2ere, one can select the access Se)uence and double clic* on accessess to see the condition tablesassigned to that se)uence #ne can also create the new access se)uence by coying the existingse)uence

#he re0uirement 7+8 corresponds to the routine 8 iff Payer9 hence the condition recordscorresponding to this table are accessed only if this re)uirement is fulfilled

$ew 7ondition tables can be assigned to a access se)unce by $ew Entries Such as , we have addedthe newly created condition table 456 in access se)uence A55:

Similarly, the new condition table has been added to access se)unce "55:


7/15

$ewly added condition tables can be seen under the given access se)uence

9 Maintain ondition #ype for Listing Exclusion

7ondition types are used as a part of condition techni)ue in material Listing/Exclusion &hey are includedin the procedure Each condition type has an access se)uence attached to it :o& &e &ill de*ne the

ondition#ypes for $oth Listing 5 Exclusion"

Path, SP23-4Sales and 6istri$ution-4 Basic Functions-4 Listing Exclusion-4Maintain Listing Exclusion #ypes

;ere &e can maintain the names for ne& condition type and assign the access se0uence toit"


8/15

> ssign the Listing Exclusion procedures to Sales document type

3nce the a$o.e assignments con*gurations are o.er the *nal step is to acti.ate thelisting exclusion procedures for Sales document type" ;ere &e ha.e assigned the listing


9/15

procedure 111+ and exlusion procedure B1111+ to the Sales document type ?IP3"

E@ect of Listing Exclusion at Sales order le.el

Maintain the condition record for Listing

#nce the steps in condition techni)ue are over, we need to mainatin the condition record for listing

Path! SAP menu- Logistics-Sales and istribution-Master ata- Products-Listing/exclusion-7reate

&code! ;"5<

#n executing the same, we need to execute the following steps!

Enter the Listing condition t pe ! &his type will determine whether the system chec*s for listing/exclusion records during the sales order processing (n the below mentioned example, we haveselected the listing type A55:


10/15

&elect the appropriate 'e co"bination ! 2ere we can select any suitable combinationassigned to the given listing/exclusion type

1or e g - =e have selected the combination- Sales #rg / ist 7hnl / Sold >to / Material ?&able 456@

$ow, we need to maintain the list of 8Allowed9 materials for the particular customer ?sold to Party@ 1or example, we have maintained the listing for customer : B for the material C


11/15

7lic* on save button to save the condition record for material listing

Create the sales Order ! Let us examine the effect of material listing at the sales order level

#rder &ype! (P# Sales #rg! ($:5 Sold to- : B

As we enter the material C


12/15


13/15

(n the below example, we have excluded the material C


14/15

(n a sales order, we can analyDe the material listing/exclusion by activating it through thepath Environment-0Analysis-0Listing/exclusion-0on


15/15

On Summari$ing% &e ha'e seen the (usiness perspecti'e o) material listing/exclusion and thecon)iguration in SAP. *e ha'e also o(ser'ed the e))ect o) listing /exclusion at sales Order le'el.

sap material listing and exclusion.docx

Documents