Transaction category, Item category and Item category determination



What is a transaction category?: : The transaction category determines the processes in which you can use the transaction. Once selecting a transaction category, different customizing options will appear. At creation of a business transaction, you assign the leading business transaction category, e.g. sales process, service process, crm quotation. Note: all transaction categories are delivered standard by SAP and cannot be extended. In addition you can assign it to other transaction categories, which will reveal again new settings depending on the category you select. E.g. when selecting a business activity, you can indicate if it can appear in the calendar or if it can be created as an e-mail.

What is an item category?: : Item categories define the characteristics and attributes of a transaction item (e.g. whether it is a sales item, service material item, or activity item), and determine how the item is processed (e.g. profiles and procedures used to determine texts, business partners, statuses, and organizational data). The item category can be maintained in spro>img>crm>Transactions>Basic Settings. You can create a new one by making a copy of a standard item category, e.g. TAN, and changing the settings you require. New item categories need to be created in the namespace Z or Y. At creation, you assign the leading business transaction category, e.g. sales process, so it can be used for transactions with a transaction type that is assigned to the same transaction category. And additional transaction categories, with different customizing settings can be assigned too.

What is item category determination?: : Depending on the transaction type, the main product category and the hierarchic dependency of the item category, it can be determined in the transaction. Therefore it is important to set up the item category determination in Spro>img>crm>Transactions>basic settings. Indicate the transaction type (e.g. ZTA), the main product category (e.g. NORM) and the item category that then be determined (e.g. TAN). You can indicate alternative item categories, this will result in a dropdown list in the transaction items assignment block. If you are working with a hierarchical item structure, you will need to indicate the ‘parent’ item category, for sublevel item categories. This is the field leading item category.