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 Alternative Sorting

Use

The sort characteristics entered in the sort string receive between one and n characteristic values, according to their origin (insurance object: n = number of insurance policies; document type; n = number of document types defined in Customizing). You define partial quantities by setting alternative sorting, and you can assign a specific rank (such as 1 st place) for sorting. The characteristic values that are not listed in the alternative sorting get a sort rank from the following rules:

  • [space]: Rank corresponds to the characteristic value [alternative sorting is not active]

  • 1: Rank corresponds to the order of preference, otherwise the characteristic value

The characteristic values for a sort characteristic, which are not listed in the alternative sorting, are processed according to their characteristic value.

  • 2: Rank corresponds to the order of preference, otherwise rank ‘000’

The characteristic values for a sort characteristic, which are not listed in the alternative sorting, are initially processed by sorting in ascending order.

  • 3: Rank corresponds to the order of preference, otherwise rank ‘999’

The characteristic values for a sort characteristic, which are not listed in the alternative sorting, are processed at the end by sorting in ascending order.

  • 4: Rank corresponds to the order of preference, otherwise rank ‘500’

Example

Insurance object 2020 is assigned to contract account 4711. Three premiums of 1000 EUR are due on a monthly basis from 01/01/02, for auto liability insurance, auto insurance and auto contents insurance, for the insurance object. The policyholder makes a payment on account of 5000 EUR, which is to be cleared automatically with the due items. The insurances are mapped using the 6010, 6015, and 6020 main transactions. You have set up a grouping with VKONT and VTREF. You want to pay the liability insurance first. All other items are to be paid according to the due date.

Choose HVORG as the sort characteristic. Use rule 3 for the HVORG sort characteristic. Enter the characteristic value 6010 in the alternative sorting; assign rank 1 to the characteristic value. Use FAEDN as another sort characteristic.

Example

The master data and the grouping setting correspond to the previous example. HVORG and FAEDN are also used as sort characteristics. Use rule 2 for the HVORG sort characteristic. Enter the characteristic value 6010 in the alternative sorting; assign rank 1 to the characteristic value. With automatic clearing, the due premiums for the liability insurance are not cleared, according to rule 2 (rank corresponds to order of precedence, otherwise rank ‘000'’ < rank 1 for characteristic value 6010). The main transactions are processed according to the characteristic value: All items for main transaction 6015, and the items for main transaction 6020 that are due on 1/1 and 1/2 are cleared (without taking an amount rule into account, see below).

Example

The settings correspond to the previous example, with one exception. Use rule 1 for the HVORG sort characteristic. With automatic clearing, all items for main transaction 6010, and the items for main transaction 6015 that are due on 1/1 and 1/2 are cleared (without taking an account rule into account, see below).