sales document category

[Former Member]

Hi sap gurus,

what is baisc reason why we use sales document category sales document header

Thanks and regards

ram

[former_member183879 · Accepted solution]

As already said,

1.Document category is a way of classifying the various types of sales documents available. Hence an order document is found out by its sales document category C. This value is used in various standard SAP reports (for example, to find out open orders, open quotations, open inquiries, etc)

2.Document categories also decide the process flow based on the copy controls between the source and the target document in the field called Pos/neg quantity at item category level.

3. Sales document category is also used to differentiate between a sales document and an invoice document.

[Former Member]

Hi Ram. document categories are to differentiate document attributes and the functionalities associated ith it. It becomes very significant while carrying out some kind of transaction.l for ex) If you want to create an excise invoice (j1IIN), only billing or delivery numbercan be used. If u try to give credit memo number by mistake the system would given an error because document category of credit memo is 'o' and this is not recognized by DLFC transaction type of excise invoice.

Regards

Raghavan

[Former Member]

Hi,

1) Sales document category in the sales document header is used to distinguish the different order types.

2) It can also be used by the system in controlling the document flow.

Ex: Take an Example of OR & RE

The Document category of OR is C,whereas for RE, it is H

.

This particular criteria is used by the system to identify the documents seperately, & the system decides for RE , it mst create the delivery of LR, not LF.

This is the main the functionality of document category,

Hope it is useful.

Reward points if useful......

[Former Member]

Hi Ram

In a bussiness scenario there are different types of Orders ,which need to be processed,like a Standard Order,a Returns Order,

For creating a Credit/Debit memos, Credit /debit request.

hence these are Categorized into Sales document types and assigned to Sales document header in SPRO.

Similiarily there are various type of items in an Order,like Standard item,Free of charge item,

text item,service item ,consignment item,etc...

Hence they are categorized into Sales document Item Category and assigned to Sales document item in SPRO.

Thanks,

Umesh.

[Former Member]

Document category is used to classify the different types of documents EX : quotations, sales orders, deliveries, and invoices.

All the properties and characteristics and even the flow of business is linked with document category. Even I think that there is no need of more doc category other than provided by SAP.. all the business process will be mapped within the standard doc category..

Go to transaction VOV7, copy any existing item category and make a new one.

You can now assign to your SD document type by going into SPRO - SD - SALES - SALES DOCUMENT ITEM - ASSIGN ITEM CATEGORIES.

Reward points if helpful.