Creation of Document ItemsThis function is used to create items in sales documents.
It is part of document processing and is available as follows for sales document creation and modification:
Function |
Screen |
Menu path |
Button |
Standard access |
Initial screen |
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Central access |
Selection screen, item overview |
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Document processing |
Header, item |
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Note
Accessing classified order entry creates ad items.
Documents items can be created by copying existing document items.
See also: Copying of Document Items
A document item, such as an ad item in an order or an offer item for an ad insert in an offer document is to be created.
You have made the following settings in Customizing:
Activity |
Menu path |
Define available item types |
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Define presentation of item type selection (drop-down list or tab page) |
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Define standard item categories |
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Create document items
Document items are created in sales documents that can contain any number of these items.
See also: Sales Document
The item type and item category must be specified during document item creation. The item type is selected by the user. The item category on the other hand is defined by the sales document type or the item and sales document type.
Specify item type during document item creation
You have defined item types for document item creation in Customizing. If you have not restricted the number of item types in Customizing, the following are available here:
Ad
Ad insert
Distribution
Online
Commercial
Service
If you create a document item from document processing, the system uses the item type that is displayed in the drop-down list or the item type whose tab page is displayed in the foreground in the item overview.
If the
All Item Types
entry is displayed in the drop-down list or the
All Items
tab page is displayed in the foreground, the system offers you all item types for selection.
You have made Customizing settings that control whether the system displays a tab page or a drop-down list for item type selection during document processing.
See also: Document Processing
If you create a document item from central access, the system uses the item type whose tab page is displayed in the foreground on the selection screen. If the
All items
tab page is displayed in the foreground on the selection screen, the system offers you all item types for selection.
See also: Central Access
Specify item category during document item creation
During document item creation, the system uses the item category that has been defined in Customizing as the standard item category for the sales document type or the standard item category for the item and sales document type. An example of this is the
Standard
item
item category for ad items in sales documents of the
Order
sales document type
.
See also: Item Category
To use an item category to create a document item other than the standard item category defined in Customizing, choose the
Create with item category
function
.