Material Listing and Exclusion

Material Listing and Exclusion

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Maerial Listing and Exclusion in SAP SD

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Concept

Material Listing and exclusion is configuring the system to restrict customer’s buying choices. For example, if we include a set of materials in the “Listing” list of a customer, then those are the only materials that customer can buy from us. similarly if we include a set of materials in the “Exclusion” list of a customer, then those materials cannot be bought from us by that customer.

Material Listing and Exclusion Concept

As you can from the Business Scenario section, we are forcing the customer to only order materials M-01, M-02 and M-03. These are in the “Include” list ( signified in green ). Similarly, we can force the customer to not order from the “Exclude” list. Those materials are M-04, M-05, M-06. At the time of ordering, if the user enters materials any other materials other than M-01, M-02 or M-03 for the customer for which the include list is configured, the system throws up an error. Same with the exclude list. The include and exclude list are complementary and typically not used together. Let’s explore the configuration.

Configuration

The configuration for material listing and exclusion follows the familiar condition technique in SAP. The image below shows the menu path for configuring the Material Listing and Exclusion

Menu path for configuring material listing and exclusion

It is [ SPRO -> IMG -> Sales and Distribution -> Basic Functions -> Listing and Exclusion ] .

The following sections need to be configured starting from the bottom in the sequence mentioned below.

Menu path for configuring material listing and exclusion

• Maintain Condition Tables for Listing/ Exclusion
• Maintain Access Sequence for Listing/Exclusion
• Maintain Listing / Exclusion Types
• Procedures for Maintaining Listing/Exclusion
• Activate Listing/Exclusion by Sales Order Type

Condition Tables are necessary to create the new combination for which this listing or exclusion needs to kick in. Typically this is only done with a Customer and a number of other fields ( You can freely choose from the Field Catalog ). Let’s start by examining standard condition table. Here is how to create a condition table for Material Listing and Exclusion . This table 001 comprises of fields Customer and Material. This is the simplest Listing possible. There could be more complex combinations like Customer Hierarchy/Material combination or any other possible combination based on the field catalog. The first picture that you saw with the customer is just for illustration purposes. There could be many ways in which the material listing/exclusion can be triggered based on the fields selection. The next step would be to configure the Access Sequences and listing/exclusion types. After this is done, assign the listing/exclusion condition types to the listing/exclusion procedure and assign it to a sales document type. Please note that both a listing an an exclusion can be assigned to a sales document type. Here is how to assign Sales Document to Material Listing or Material Exclusion Pricing Procedure. After the configuration is done, you would have to create condition records for the same. This is the Menu Path to Create Condition Records . [VB01] is the transaction code for the same. Enter the list of materials to be listed under the listing type and the list of materials to be excluded under the exclusion type.

Material Listing and Exclusion Demo

Start creating a sales order for the customer for which you have created the condition records. If you enter the materials that have been listed, you should get no error. However, if you enter any other materials you should get an error message. Similarly, if you enter a material that has been excluded in the sales order you should get an error message also – however this time it is because this material is in the excluded list.

Example of the error message for a material that is in the exclusion List

Example of the error message for a material that is not in the inclusion list

Exercises

1. Create an Exclusion Procedure Z0001
2. Assign it to order type OR
3. Ensure that materials M-01 , M-04 can only be ordered by customer 1400