Show TOC

Determine Standard Sorting for Line Items

In this activity, you determine rules by which the system fills the Assignment field during document entry. Data can be transferred to the field from the document header or from the line item. The field contents determine the standard sort sequence for the line items. Every rule is stored under a freely assignable key.

Enter the required key for the account in the master records for G/L accounts. This key is proposed for the account when entering a business transaction.

Note

The rules are valid for all clients. As an alternative to the standard sort sequence, you can define sort sequences yourself.

Standard settings

Some common rules (for example, sorting by document date or by name and city for one-time accounts) are defined.

Activities

1. Check the standard rules.
2. Change the standard rules if necessary.
3. If you want to store default values in the master records of the accounts, you must make sure that the required keys are entered.