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Triggering PR release only on standard item category?

Dear experts,

In our scenario, we require a PR (header) release strategy to be triggered for PR's which are:

  • created from a project network activity
  • have account assignment network
  • have a certain purchasing org
  • standard items only (we should not have release on subcontracting, service items etc)

Based on this, I have set up CL24n as below, if I maintain it like this, it doesn't trigger any release. If I remove the item category characteristic from the release class, it works but then it also gets triggered for subcontracting and services PR's, which should not happen.

Does anyone has any idea how to only include standard items (so blank item category) in the release strategy? Note that we cannot introduce a specific document type for this, since the PR's are getting generated from the project and a default document type is taken here, which cannot be changed by the user.

Thanks in advance!

cl24n-settings.jpg (40.3 kB)
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  • Best Answer
    Posted on Jul 29, 2020 at 04:10 PM

    This is not my core area of expertise, so please bear with me if I mention something that you already know or that you have done :)

    According to note 493900 - FAQ: Release Strategy (question 4), if you use overall release strategy with fields from item level, these are aggregated at the header. The example in the note is for plant, but item category is also on item level, so I would expect that what is explained there, applies to this case as well. If I understood the concept correctly (question 14), when you have differing fields in the PR at item level - e.g. different item categories or different account assignment categories - this will be considered as blank value for the determination of the release strategy. I do not know if this can be a problem for your business scenarios, but it may be good to keep this in mind.

    As to the blank value for item category - are you sure that you should be using blank for item category Standard?

    According to note 41706 - Release strategy with item category the correct representation is done with the internal values for this field, which means 0 for Standard.

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    • Thank you Veselina! The second note you suggested was indeed the solution, it works perfectly when maintaining it with 0 :)

      The other note is indeed also good to keep in mind, but in this scenario we only have 1 item / requisition so it will not be an issue.

  • Posted on Jul 29, 2020 at 02:38 PM

    For a simple scenario-considering account assignment category and item category is not advisable!

    Better enforce system to create a PR with separate PR document type from CJ20N and then redesign your PR release procedure.

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    • If it can work, why would it not be advisable? Those 2 things are not conflicting with each other right.

      There is no standard solution available to make the system generate a different document type, let alone automatically for certain item categories only. Besides, introducing another document type has a wider impact as well that I want to avoid.

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