Material Listing and Exclusion

Material listing and exclusion lets you control which materials specific customers may or may not buy. For example, if you create a material listing for a specific customer, the customer can only order products from that list. You can also create a master record for material exclusion for a particular customer. Then the customer can not order excluded materials from you.

SAP provides standard Procedures for Listing and Exclusion.

A00001 Listing B00001 Exclusion

Tables containing fields are assigned to Access Sequence, Access sequence are assigned to condition type and condition types are assigned to Procedures and these procedures are assigned to order type.

IMG à sales and distribution à Basic Functions à Listing / Exclusion

à Procedures for maintaining listing / Exclusion.

These are the standard Procedures.

Here we will copy the standard procedures.

Select A00001 and click on copy, name it as ZA0001

Press enter and click on copy all

Press enter

Listing Procedure ZA0001 is created.

Click on save and create a new transport request

Similarly copy B00001 to ZB0001.

Press enter and click on copy all.

Press enter.

Click on save

New exclusion Procedure ZB0001 is created

These Exclusive and Listing procedures has to be assigned to order type.

Select your procedure and click on control data

Standard condition type A001 is assigned to Listing procedure

Similarly Standard condition type B001 is assigned to Exclusive Procedure

Come back and click on Maintain Listing / exclusion types

Access sequence A001 and B001 are assigned to condition type A001 and B001.

Come back and click on

Select A001 and click on Accesses.

Access sequence A001 contains 501 and 001 tables

Similarly click on B001 and click on accesses.

Access sequence B001 contains table 001.

Give the table name as 001 and press enter.

Table 001 contains fields of material and customer.

Come back and click on activate listing or exclusion by sales order type from same menu. (OV04)

Here we are assigning listing / Exclusive procedure to order type (ZOR).

Click on SAVE

Transaction code for maintain Listing / Exclusion for a material. VB01

In this demo tutorial I am going to show how to use Exclusive condition type.

Now maintain material and customer combination for our Exclusive condition type, since we are using Exclusive condition type, so whenever an order is created based on this combination of customer and material then it shows an error.

Press enter

Now enter the customer and material number for which you want to exclude the combination.

Click on save.

Transaction for creating sales order: VA01

Try to create an order based on the combination of the above customer and material.

If you try to maintain the combination it throws an error.

Note:

Partner Functions in Material Listing

Material listing applies to two partner functions in Sales & Distribution: the sold-to party and the payer.

In the standard version of the SAP R/3 system, when the sold-to party and payer are different, the material listing check is as follows:

• If the sold-to party has a material listing, the system only checks this listing (no other check takes place).
• If there is no listing for the sold-to party, but a listing has been created for the payer, the system automatically checks the payer’s listing.
• If no material listing data exists for either the sold-to party or payer, then the customer may order any material.