Business Example
You want to learn how item categories in a service document (such as a service request or a service order quotation) are determined.
Item Category Determination
Note
In Customizing, navigate to SAP Customizing Implementation Guide→Service→Transactions→Basic Settings→Define Item Category Determination.
To define item category groups, which can then be assigned to product master records, navigate to SAP Customizing Implementation Guide→Service→Transactions→Basic Settings→Define Item Category Group.
Note
An example of an item category usage is CKCU (Chklst Itm Cat usage), which can be assigned to a step definition in a checklist. A checklist (in turn) can be assigned to a transaction type using a checklist profile. See unit 4, lesson 1 of this course for more details.
To see a list of existing item category usages (and to define new entries if required), navigate to SAP Customizing Implementation Guide→Service→Transactions→Basic Settings→Define Item Categories Usages.
Examples of Item Category Determination
The figure shows some example entries for item category determination, as they are available in the training system.
Item category group SRVP (Service Product) is used to determine the standard item category for a service product in a service quotation, which is SRQP (Service Item). It is also used to determine the standard item category for a service product in a service order, which is above.
A service part usually contains item category group NORM (Standard item), which leads to item category SRQM (Service Spare Part) in a service order quotation and item category SRVM (Service Part) in a service order.
Service contract products can be assigned item category group SCNP (Service Cntrct Prod.) in their product master record. For both these types of products and for regular service products that use item category group SRVP (Service Product), the system determines item category SCN (Service Contract) in a service contract.
Summary
- An item category (and its possible manual alternatives) is assigned to a combination of fields: the transaction type used, the item category group of the service product, the item category usage indicator (if applicable) and, for a sub-item, the item category of the main item.
- An item category usage is generally used for items that do not refer to a product (for example, text items).
- An example: a service part usually contains item category group NORM (Standard item), which leads to item category SRVM (Service Part) in a service order.