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Maintain
Worklist for Line Item Display
You can use work lists to combine G/L accounts
so that their line items and balances can be displayed together or so that
their open items can be processed together. You can even group together
company codes for line item display purposes.
Accounting clerks can choose whether they want
to process various accounting transactions using work lists or with the
individual objects (G/L accounts, company codes) themselves.
You define work lists for G/L accounts
manually. Automatic work list maintenance is not possible.
When manually defining a work list, enter the
keys of the objects you want to process together. (G/L account numbers, for
example).
Activities
1. Determine
which accounts you want to group together for line item and balance display
and which for open item processing. You can also group together company codes
for line item display.
2. Create the
work lists by grouping together the accounts and company codes.
3. Make sure
that accounting users do not suppress the Work list
fields for line item and balance display as well as for open item processing.
To check this, choose the Settings menu option in
line item and balance display. In the Settings, you
can also hide the work list fields. For open item processing, choose
Settings -> Editing options -> Goto -> Open items
and select the "Use work lists" option. In this case, a separate field for
entering the work list does not appear. Instead you enter the key of the work
list in the account number field. If a work list does not exist, the key is
interpreted as an account. If both a work list and an account exist for a key,
the work list has priority.