In the item display, you can choose to display related items summarized or individually. Items are related if:
They belong to the same document or to a group of documents with the same reference number
They have the same business partner, contract account, due date, and a few other characteristics
They contain the same value in the field for the summarization group for creating the document
Example
Receivable items for various divisions can thus be summarized in one invoice document. This means that the amount can be displayed summarized in the invoice document and for the processing of open items.
If a line is summarized, the icon
appears in the
Status
column. To check the setting, or to change it, choose
with the quick info text
Change Display
.
You can override the summarized display as follows:
You want to: |
Proceed as follows: |
---|---|
Expand a line |
Place the cursor on the required line and choose the pushbutton
with the quick info text
|
Summarize a line |
Place the cursor on the required line and choose the pushbutton
with the quick info text
|
Expand all lines |
Choose the pushbutton
with the quick info text
|
Summarize all lines |
Choose the pushbutton
with the quick info text
|
Assign a partial amount to a summarized item and automatically distribute it to the individual items |
|
Change the automatic distribution of a partial amount to a summarized item |
|
Grant cash discount for an item |
|