Screens and Navigation

You enter and process documents on the following processing screens:

Header screen

The header screen contains fields for entries that are the same for all line items or that control document entry, such as tax calculation.

List screens

To enable you to enter documents effectively, the system presents the input fields required for each line item in the form of a list. In Customizing, you define screen variants for the list screens (see the IMG structure for Start of the navigation path Contract Accounts Receivable and Payable Next navigation step BasicFunctions PostingsandDocuments Document ScreenPreparations End of the navigation path ). To get a different subview of the data you have entered, you can switch between the variants using the function Screen Variants .List screens are available for business partner items and G/L items.You can make all user-specific settings (SPA/GPA parameters) for entering/changing documents via the button with the quick info text Display/Change Settings on the initial screen. When you save your entries, the system updates the user master record. With the SPA/GPA parameters 802TC and 803TC on the initial screen of the transaction Post Document , you can enter both line layouts under Line Layout for List Entry . If you choose the function Display/Change Settings , a dialog box appears; here you can choose the variants using input help and save them, whereby the variants are saved in the user parameters.

Detail screens

Detail screens contain all fields that are available for line items. In Customizing, you hide fields that are not required (see the IMG structure for Start of the navigation path Contract Accounts Receivable and Payable Next navigation step BasicFunctions PostingsandDocuments Document ScreenPreparations End of the navigation path ). Detail screens are available for business partner items and G/L items.

Overview screen

On the overview screen you can display the line items entered in summarized form. The overview screen is divided into the following parts:

Summarized list of business partner items
All items with the same data in the following fields are summarized:
- Company code
- Business partner
- Contract account
- Contract
- G/L account
- Division
- Due date for net payment
- Due Date for Cash Discount
  You can choose between two predefined variants with the Line Layout function: Contract , Division or Due Net/Due with Cash Discount .

The overview screen for document display also contains the automatically created postings that cannot be displayed when you enter a document. The following specifications also appear as part of the overview:

Compressed list of G/L account items per company code and G/L account.
Compressed display of the items cleared with this document (for clearing documents).

Tax screens

Tax screens are display screens for the tax items to be created or that have already been created. The tax screens used depend on whether you have selected the field for the jurisdiction code (USA or Canada) in the document header.

Screen for processing open items

If you want to clear open items straight away with the line items you enter, you can process the open items on a separate screen for clearing. For more information, see Processing Open Items .

Prerequisites

In Customizing, you define the fields that you do not require and screen variants for the list screens (see the IMG structure for Start of the navigation path Contract Accounts Receivable and Payable Next navigation step BasicFunctions PostingsandDocuments Document ScreenPreparations End of the navigation path ).

Activities

You can navigate between the processing screens. The following functions are available:

You want to:	Choose the following function:
Enter a business partner item	Detail screen: BP item List screen: BP item
Enter a G/L account item	Detail screen: G/L item List screen: G/L item
Display tax items	Taxes
Select open items	Select open items
Process open items	Process open items
Display header data	Header
Display document overview	Overview