Special Master Data

Special Master data : for Sales tools.
- Customer Material info record
- Item Proposal
- Listing & Exclusion
- Product substitution

Customer Material Information Record – VD51
- Defines customer alias for material and description.
- Can further define attributes of material, shipping and partial delivery information specific to customer and material.

Item / Product Proposal VA51
PV – Item proposal
MS – Product proposal
It is defined in order type.

- Used to define frequently ordered combination or special assortment of products and quantities.
- Either products or products with quantity can be selected during order entry.
- An item proposal is assigned in customer master data.
Master record for Item Proposal:
VA51 - Provide sales area and Provide Item proposal type PV Item proposal, MV – Product proposal, Provide validity period, enter materials with Qty. Save.
Note down the Number and assign the same in customer master record in Sales area data – Sales tab – Item proposal. In sales order we have to select the button “Propose Item”.

Material Listing & Exclusion: VB01
Used to what products are available for a customer or group.
It is customized by condition Techniques.
Customer Listing: customer receives only specific materials. If the sold-to-party is different than the payer in the sales order and if both partners have master records, the system first search for the sold to party’s master record. If it finds valid master record, it stops searching. Any records listed for payer are not taken into consideration. If the first search is not successful, the system searches for the payer’s master records.
Material Exclusion: Ensures that customer does not receive certain materials. If the sold to party is different than the payer in the sales order and both partner have master records, the system searches first for the sold-to party’s records. If the system finds a valid record, the reference to the material is prevented and system stop searching. It does not check the payer’s master record. If the first search is unsuccessful, the system searches for the payer’s master record.

Product substitution / Material Determination / Product Selection.
It is based on condition techniques.
Configuration:
- Maintain prerequisite for Material determination. Maintain access seq. condition type, procedure. Standard is A00001 – A001
- Assign Procedure to Sales document type OR – A00001
- Define substitute reason. Here you define following things:
o Substitute reason and its description
o Entry checkbox – it indicates whether the system prints the name of the original material in the output.
o Warning checkbox – it indicates whether the system display a warning message before substituting the material.
o Strategy: it controls whether the material should be substituted automatically or the selection list should be displayed.
Space – Automatic, A – substitute products are displayed for selection (Manual)
o Outcome – control whether the outcome of product selection should replace the original entry or it should be recorded as sub item of the original entry.
Space – Item will be replaced.
A – Substitution products are displayed as sub items.
B – As in A but only when creating item in sales.
If you select A than in delivery again substitution will be carry out and if at that time substitute products are not available than main item or other substitute products will be delivered.
If you select B than the substitute product selected in sales order will be copied into the delivery.
Standard item categories ate TAX (Main item) and TAPS (sub item). Here pricing and availability check will be carried out at sub item. However if you want to carry out pricing at main item, than make necessary changes in main item i.e make it relevant for pricing and for sub item make it for Not relevant for pricing.
Schedule line categories are CX and PP respectively.


Enables automatic or manual substitution of materials during sales order processing.
You can assign substitute reason to every master record in material determination that defines how the material should be determined. You define substitute rules in customizing.
You do not need a material master record for the material you are entering.
The Item Overview of Sales A contains information about the material that was originally entered as well as the reason for substitution.
Reason 0005 – Manual Product Selection (List of default values)
Reason 0004 / 0006 – Automatic product selection (Depending on availability in order and delivery)
In Manual Selection – it displays a list of all substitute materials and other information in master records. To simplify selection, the system displays the material quantity that can be confirmed on requested delivery date. If not than it displays the possible date the material will be available.

In automatic product selection, the system replaces the entered material automatically if it is not available. In automatic selection, based on customizing, the system may display the entered and substitute material as main item and sub-items in sales order.

When you enter the material in sales order it replaces with the first material in the selection master record. But suppose required quantity is 10 and the first materials has 4 qty available, than it will select the second material in the master record and fills the remaining qty with the second material.

We can choose whether we want to re-run the material determination in delivery or not.

You can use the product attributes in material and customer master records to exclude a particular material from product selection. This means for example that all the materials that have been rejected in the customer master will not be included by the system when it determines the substitution material.

The sequence of substitute materials in master data influences the result of the automatic product selection in the order.
If you want the material originally entered in the sales order to be included in the substitution, than you must enter it in the substitution list. Here now we can have two scenarios:
- If the original material is at the first place in the list and its available stock is included in the substitution. Than the system refers to the available stock of the next material in the master record.
- If the material originally entered in the sales order, is not in the first place of the substitution list, the system uses up the available stock of the materials that appears in the master records before the material that originally entered.