Show TOC

 Entering and Processing Items

After the header data, you now enter the line items and process them. Depending on the business transaction to be posted, you have the following options:

To

Proceed as follows:

Enter or adjust one or more business partner items

Use the detail screen if you want to enter an item and not all the required fields are available on the list screen. Choose BP item.

Use the list screen if you want to enter more than one item. Choose the BP item function for a display in list form.

Enter or adjust one or more G/L account items

Use the detail screen if you want to enter an item and not all the required fields are available on the list screen. Choose G/L item .

Use the list screen if you want to enter more than one item. Choose the G/L item function for a display in list form.

Delete a business partner item or G/L account item

Call the corresponding list screen and place the cursor on the required item. Choose the Delete function.

Delete an item on the detail screen by choosing Start of the navigation path Edit Next navigation step Delete item End of the navigation path .

Enter an incoming payment

  1. Choose G/L item .

  2. Enter the data for the bank posting.

  3. Now choose the open items for clearing, and process the items. To do this, choose the Select open items and Process open items functions.

For more information, see Processing Open Items .

You can switch between the selected open items and the current document at any time. The remaining open items stay in processing mode.

Enter repetition data

  1. Choose Start of the navigation path Repetitions Next navigation step Enter data. End of the navigation path

  2. Enter the data to be repeated (interval, number).

  3. Assign the valid repetition specifications to the individual line items using the field for the repetition group. To do this, we recommend that you create a screen variant with repetition data.

You can display the repetition data using Start of the navigation path Repetitions Next navigation step Display End of the navigation path .

Result

If all the items have been entered correctly, the balance should be zero. You can now post the document.