Show TOC

 Deactivating the Summarized Item Display

Use

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 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.

    End of the example.

Procedure

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 Expand Item .

Summarize a line

Place the cursor on the required line and choose the pushbutton with the quick info text Collapse Item .

Expand all lines

Choose the pushbutton with the quick info text Expand All.

Summarize all lines

Choose the pushbutton with the quick info text Collapse All.

Assign a partial amount to a summarized item and automatically distribute it to the individual items

  1. Select the required item(s).

  2. Activate the item(s) by choosing with the quick info text Activate Item(s) .

  3. In the column Clearing Gross , enter the partial amount as the clearing amount for the summarized items. This amount is automatically distributed to the corresponding line items by an industry- or installation-specific function .

Change the automatic distribution of a partial amount to a summarized item

  1. Expand the summarized item by placing the cursor on the item and choosing with the quick info text Distribute Difference , or double-click on .

  2. Enter the desired amounts.

    In the summarized view, you can see from the status icon whether distribution was automatic or manual.

Grant cash discount for an item

  1. Select the required item(s).

  2. Activate the item(s) by choosing with the quick info text Activate Item(s) .

  3. Choose Discount with the quick info text Activate Cash Discount for Item and enter the required cash discount percentage rate in the column Cash Discount Percentage .

  4. Choose Continue .

    The cash discount is calculated.

    Use the button Discount with the quick info text Deactivate Cash Discount for Item to cancel the granting of cash discount.