In SAP’s Sales and Distribution (SD) module, configuring the “Item Relevant for Delivery” setting is essential to ensure that only appropriate items are included in the delivery process. Here’s a comprehensive guide to assist you through this configuration:

How Item Relevant for Delivery is configured?

Item Relevant for Delivery setting determines whether an item is included in the delivery process. It’s managed at both the item category and schedule line category levels:

  1. Item Category Level: Within the item category settings (transaction code VOV7), the “Item Relevant for Delivery” indicator specifies if an item type, such as a text or value item, should be included in delivery documents. By default, standard items are delivery-relevant, but for items like text items, this indicator allows them to be copied into delivery notes for informational purposes without actual physical delivery.
  1. Schedule Line Category Level: In the schedule line category settings (transaction code VOV6), the “Item Relevant for Delivery” checkbox determines if the schedule lines associated with an item are eligible for delivery. This setting is crucial for standard items that require delivery processing. For instance, in inquiries or quotations where delivery isn’t applicable, this indicator would typically remain unchecked.

Step-by-Step Configuration Guide

Step 1: Access the SAP Customizing Implementation Guide (IMG)

  1. Navigate to the IMG:
    • Enter transaction code SPRO in the command field and press Enter.
    • Click on SAP Reference IMG to open the Implementation Guide.

Step 2: Configure Item Categories

  1. Path to Item Categories:
  2. Select or Create Item Category:
    • Choose an existing item category (e.g., TAN for standard items) or create a new one by copying an existing category and modifying it as needed.
  3. Set Delivery Relevance:
    • In the item category details, locate the “Item Relevant for Delivery” indicator.
    • Set this indicator to ensure items of this category are included in delivery documents.

Step 3: Configure Schedule Line Categories

  1. Path to Schedule Line Categories:
  2. Select or Create Schedule Line Category:
    • Select an existing schedule line category (e.g., CP for standard schedule lines) or create a new one as required.
  3. Set Delivery Relevance:
    • In the schedule line category details, find the “Item Relevant for Delivery” checkbox.
    • Ensure this checkbox is selected to make schedule lines of this category eligible for delivery.

Step 4: Assign Item Categories to Sales Document Types

  1. Path to Assignment:
    • Go to: Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Categories.
  2. Assign Item Categories:
    • Assign the configured item categories to the relevant sales document types and item category groups to ensure proper determination during sales order processing.

Step 5: Test the Configuration

  1. Create a Sales Order:
    • Use transaction code VA01 to create a new sales order with the relevant sales document type.
  2. Enter Item Details:
    • Add items that should be relevant for delivery, ensuring they use the configured item and schedule line categories.
  3. Check Delivery Relevance:
    • After entering the items, verify that the “Delivery” field is appropriately set, indicating the item’s inclusion in the delivery process.

Key Considerations

  • Consistency Across Levels: Ensure that both item category and schedule line category settings align to accurately reflect whether an item is delivery-relevant.
  • Business Scenarios: Activate the delivery relevance indicator for items that require inclusion in delivery processes, such as physical goods, and deactivate it for non-deliverable items like informational text entries.

By following these steps, you ensure that your SAP SD system accurately includes only the items marked as relevant for delivery in the delivery process, streamlining operations and maintaining data integrity.