Schedule Lines

Together with the sales document types and item categories, the schedule line ca
tegories contained in the standard SAP R/3 System cover the most common business
transactions.
The SAP System can only copy items of a sales document to a delivery if they hav
e schedule lines. The control of the schedule lines depends on the schedule line
category.
The following menu options describe how you define schedule line categories or a
dapt them to the requirements of your organization. You must process the followi
ng points to do this:
You must define schedule line categories or adapt them to your requirements.
You must allocate the schedule line categories to the item categories depending
on the MRP type.
If necessary, you must define schedule line types for scheduling agreements.
Definition: schedule line
Sales and Distribution (SD)
The division of an item in a sales document according to date and quantity.
For example, if the total quantity of an item can only be delivered in four part
ial deliveries, the system creates four schedule lines and determines the approp
riate quantities and delivery dates for each schedule line.
Return ->
Definition: schedule_line
Define Schedule Line Categories
The SAP System can only copy those items of a sales document to a delivery for w
hich schedule lines exist. Control of the schedule lines depends on the schedule
line category.
You have the following options for defining your own schedule line categories:
change an existing schedule line category.
copy an existing schedule line category and change it according to your requirem
ents.
create a new schedule line category.
In this menu option, you neither stipulate specifications for the requirement/pl
anning types for the availability check nor for incompleteness. You edit these
functions later on in the respective menu options. This means that the definiti
on of a schedule line category is only completed once you have also edited these
menu options.
In this menu option, you must make or check the following specifications:
Schedule line category
The schedule line category is has an alphanumeric key with a maximum of two char
acters as well as a textual description.
Business data
Delivery block
When you define a delivery block for a schedule line category, this specificatio
n is copied to the schedule line. The schedule line is then blocked for all deli
very types that are allocated to this delivery block. Information on the assignm
ent of delivery blocks to delivery types can be found in the section "Define blo
cking reasons in Shipping".
Movement type
Here, you specify a movement type for posting quantities and changes in value to
inventory accounting. The movement type is only relevant to items or schedule l
ines which result in a stock movement. It is not relevant, for example, for:
o
inquiry items
o
quotation items
o
order items without inventory management
Do not specify a movement type for goods issue for the schedule lines for return
s items. Instead, specify a goods movement for the return delivery, thus for goo
ds receipt.
Item relevant for delivery
Schedule lines for order items are relevant for delivery if a physical goods del
ivery is to be made. In contrast to this, schedule lines for quotation items are

not relevant for delivery. You indicate the appropriate schedule line category
here.
Requirements
Transfer of requirements can be controlled at schedule line level. Transfer of r
equirements is carried out for the transaction if you set the indicator. The ind
icator corresponds to the settings for the transfer of requirements for each sch
edule line category and can also be set there.
Availability
The availability check can be controlled at schedule line level. An availability
check is carried out for the transaction, if you set the indicator. The indicat
or corresponds to the settings for the availability check for each schedule line
category and can also be set there.
Purchase order/purchase requisition
A purchase requisition can be automatically created for a schedule line by the S
AP System. For this to occur, you must enter the following data here:
o
type of purchase order
o
type of purchase order item
o
type of account assignment
o
type of document category
At the moment, only purchase requisitions can be created automatically.
Transaction procedure
Incompletion procedure
The incompletion procedure that you enter here, specifies which fields must be c
ompleted by the user. A corresponding entry is created in the incompletion log f
or fields that are not filled during document processing.
Recommendation
If you define your own schedule line categories, the keys should start with the
letter Z since SAP leaves this range free in the standard system.
If you define your own schedule line categories, you should copy similar schedul
e line categories that are defined by SAP and make the appropriate changes.
In this case, all the specifications of the already existing schedule line categ
ory are copied, including the allocation to the item categories. In particular,
the data for example concerning incompleteness, the availability check and docum
ent flow, which you do not edit in this menu option, is copied. In this way, yo
u can test your new schedule line categories in respect to the settings that hav
e been made without having to edit the other menu options.
When copying sales document types, item categories and schedule line categories,
the SAP System automatically creates a log with the copied data. Using the log,
you can check whether all the copied data applies to your schedule line categor
y or whether you must make changes.
Default settings
In the standrad SAP R/3 System, the key of the schedule line categories contains
the following information concerning its usage:
First character of the key
usage
A
inquiry
B
quotation
C
sales order
D
returns
Second
T
X
N
P
V

character of the key

usage
no inventory management, e.g. services
no inventory management with goods issue
no planning
MRP
consumption-based planning

Actions
1. Change the schedule line categories according to your requirements if you onl
y need to make minor changes to the existing schedule line categories. Minor cha
nges are parameters which have no controlling character. A minor change could be

a changed description.
Define new schedule line categories if you need to make further changes.
2. Maintain the detail screen according to your requirements.
You can, for example, allow the SAP System to create purchase requisitions autom
atically for particular schedule line categories.
Schedule line category
A classification that distinguishes between different kinds of schedule line. Th
e category determines how the system processes the schedule line.
Use
The schedule line category determines, for example, whether the system passes on
requirements to materials requirements planning (MRP).
Default delivery block
Specifies a delivery block that the system applies automatically during processi
ng.
Use
You can specify a delivery block for any of the following:
Sales document type
Schedule line category
Delivery type
Shipping activity, such as picking and goods issue
Example
You can specify a delivery block, for example, for all free of charge deliveries
. These documents then have to be approved before further processing can take pl
ace.
Movement Type (Inventory Management)
Specifies a key for the type of goods movement. Each goods movement (for example
, purchase order to warehouse) is allocated to a movement type in the system.
Definition: goods movement
Inventory Management (MM-IM)
A physical or logical movement of materials leading to a change in stock levels
or resulting in the consumption of the material.
Return ->
Definition: goods movement
Definition: movement type
Inventory Management (MM-IM)
A classification key indicating the type of material movement (for example, good
s receipt, goods issue, physical stock transfer).
The movement type enables the system to find predefined posting rules determinin
g how the accounts of the financial accounting system (stock and consumption acc
ounts) are to be posted and how the stock fields in the material master record a
re to be updated.
Return ->
Definition: movement type
Movement Type: One-Step Procedure
Specifies a key for the type of goods movement. Each goods movement (for example
, purchase order to warehouse) is allocated to a movement type in the system.
Order Type (Purchasing)
Identifier allowing differentiation between the different kinds of requisition(p
urchase requisition) and purchase order in the SAP system.
Use
The order type controls the number assignment for a purchase order, for example,
and determines which fields you must maintain.
Item Category in Purchasing Document
Indicator which shows the item features.
Use
The item category controls whether the following entries and procedures are nece
ssary or permitted for the item:
material number
additional account assignment

inventory management in the SAP System

goods receipt
invoice receipt
Example
In the standard system an item in the "normal" category requires goods and invoi
ce receipts. On the other hand for items in the " consignment" category, (that i
s order item for consignment material) invoice receipts are not allowed.
Definition: goods receipt
Inventory Management (MM-IM)
A term from inventory management denoting a physical inward movement of goods or
materials.
The SAP System differentiates between the following types of goods receipt:
Goods receipt with reference to a purchase order
Goods receipt with reference to a production order
Other goods receipts without reference
Return ->
Definition: goods_receipt
Account Assignment Category
Specifies whether accounting for an item is to be effected via an auxiliary acco
unt (such as a cost center).
Use
The account assignment category, which can be specified when maintaining schedul
e line categories, only concerns schedule lines relevant to Purchasing. It is th
e account assignment category of the purchase requisition that is to be created.
It must be strictly differentiated from the account assignment category of the
sales order item, which is derived from the requirements class.
Definition: cost center
Controlling (CO)
An organizational unit within a controlling area that represents a defined locat
ion of cost incurrence.
The definition can be based on:
Functional requirements
Allocation criteria
Physical location
Responsibility for costs
Return ->
Definition: cost center
Item is relevant for delivery
Indicates whether the item that is related to a schedule line is relevant for de
livery.
Example
If a sales order item is relevant for delivery, so are the schedule lines that b
elong to the item. Schedule lines that belong to an item in a quotation are not
relevant for delivery.
Purchase requisition with delivery scheduling
Indicates whether the system redetermines delivery scheduling for the purchase r
equisition.
Use
Goods generated by a purchase requisition may be shipped directly from your vend
or to your customer. However, if you want the goods to come to you first, the sy
stem can automatically redetermine the delivery scheduling to allow for the addi
tional time required for you to forward the goods on to the customer.
Incompletion procedure for sales document
The number that uniquely identifies the incompletion procedure. The incompletion
procedure defines a number of fields in which the user must enter information.
Use
The system uses the incompletion procedure to determine which fields appear in t
he incompletion log when the user does not enter information during sales order
processing. In SD Customizing, you can specify an incompletion procedure for eac
h type of sales document.

Example
Validity periods and customer purchase order numbers are required entries for bo
th contracts and scheduling agreements. In this case, the system automatically p
roposes the same incompletion procedure for both types of document.
Transfer of requirements / Begin assembly order from SD
Transfer of requirements is to be carried out for the respective transaction.
The selection of this indicator is the precondition for transfer of
requirements. You can deactivate transfer of requirements at schedule line level
. Conversely, it can simply be left inactive at schedule line level, as long as
it is not already activated in the requirements class.
Example
You do not set an indicator for maintaining the requirements class: Transfer of
requirements is not carried out, irrespective of the specification you make at s
chedule line level for the transaction.
You set an indicator for maintaining the requirements class: In this case you ca
n still decide at schedule line level, whether or not you require transfer of re
quirments for the relevant transaction.
Availability check for sales
You must carry out an availability check for the following transaction.
The indicator is determined as a proposal in conjunction with the respective req
uirements type. It can be changed in individual shipping transactions. However,
only one restriction is effective.
Example
You do not set an indicator for maintaining the requirements type. In this case,
no availability check is carried out. This is independent of the selection in t
he respective transaction.
You set an indicator for maintaining the requirements type. In this case you can
decide whether or not you require an availability check for the relevant transa
ction.
Product allocation active
Product allocation active