SAP Easy Access
Path: Logistics - Sales and distribution - Master data - Products - Material Determination - Create (VB11)
VB12 - Change
VB13 - Display
SPRO Setup
Path: IMG - Sales and Distribution - Basic Functions - Material Determination - Define substitution reasons
Material Determination
- Material determination provides you with a tool for automatic exchange of material in sales document.
- Material determination is carried out by condition technique. You do not need a material master record for the material number that you are replacing.
- You can assign a substitution reason to every master record in material determination that defines how the material should be determined.
- In standard system reason for substitution 0005 is for manual product selection and 0004/0006 is for automatic product selection. If automatic product selection is used, the system may display (based on customizing) the entered and substitute material as main and sub-items in sales order.
- Item data sales A contain information about material that was originally entered and reason for substitution.
- You can use product attributes in material master and customer master records to exclude a particular material from product list.
- You can re-run material determination when delivery is created. If material determination is re-running, the result of the substitution may change due to new availability situation.
- You can assign a material determination procedure to each sales document type.
Listing
- Make sure that your customer receives only specific materials. You enter these materials as a material listing.
- The material listing is controlled by condition technique.
- You define in sales document type whether the system checks the material listing or not.
Exclusion
- Make sure that the customer does not receive certain materials. You enter these materials as a material exclusion.
- The material exclusion also controlled by condition technique.
Determining Material
- The condition technique provides you with greater flexibility in material determination. When you process a document, the system automatically searches for valid master records that you created previously in material determination.
- You can assign a substitution reason to every master record in material determination that defines how the material should be determined. You define the substitution rules in Customizing. Examples in the standard system include:
Substitution Reason Description
0002 Customized material
0003 EAN number
- You need a material master record for the material number that you are replacing.
- During order entry, the material ordered by the customer is replaced by the substitute defined in the master record. The system now continues processing with the substitute (for example, in the availability check, pricing, delivery, billing).
Condition Technique in Material determination
- The condition technique provides more flexibility in modeling material determination and product selection.
- You can assign a material determination procedure to each sales document type. The procedure contains all of the Customizing information that the system needs for material determination. The procedure includes one or more defined condition types
- One access sequence (search strategy) is assigned to each condition type.
- Each access sequence consists of one or more accesses.
- Each access contains exactly one condition table. This represents the search key that the system uses to search for a valid master record.
- You can activate an analysis of the material determination in the sales document. The system then displays detailed information on how the materials were determined.
Notes
Determining Material => You do not need a material master record for the material number that you are replacing.
I think this is true for only one-to-one substitution, (where new material replaces the main item, Outcome :: BLANK)
If however the Outcome is configured in a way that new materials are shown as sub-items to the main item (Outcome A or B) both materials need to be configured in the system.
Steps in Configuration & Condition Record
Steps Details
Step 1 - Condition tables & field maintenance.
Step 2 - Condition tables are maintained in desired sequence of execution in Access Sequence.
Step 3 - Assign access sequence to Condition Type for material determination.
Step 4 - Maintain Material Determination Procedure.
Step 5 - Assign Sales Document Type to material determination procedure
Step 6 - Define Substitution Reasons – we can define whether the substitute material can be displayed as a selection and we can define whether the material can be replaced or can be added as a line item.
Step 7 - Condition Records for material determination – Maintain values with substitution relevant materials and substitution reason based on desired key combination.
