Transaction Variants Depending on Sales Document Types

Use

You can assign various transaction variants to individual sales document types.

With the help of transaction variants, you create various variants for the same transaction (for example, create sales order VA01), in order to simplify your transaction flows. You can achieve this by:

Preassigning fields with values
Fading out and changing input availability for fields
Fading out entire screens

In this way, you can provide your users with screens which are defined according to their specific needs per sales document type.

When a transaction variant is created, several screen variants are created for each individual screen for the transaction chosen for the variant. The system accesses this screen variant when a transaction variant is applied.

Prerequisites

In the standard system, transaction variants for Sales (for example, quotation, sales order, credit memo request, group master contract) are defined for all business objects. Assignment of transaction variants for the sales document type is carried out in Customizing for sales document types.

Activities

You will find the transaction for creating a transaction variant in Customizing, under Start of the navigation path General Settings Next navigation step Field Display Characteristics Configure application transaction fields. End of the navigation path You can find further information on this in the implementation guide.

Assignment of transaction variants to sales document types can be found in Customizing for Sales, under Start of the navigation path Sales Next navigation step Sales Documents Sales Document Header Define Sales Document Types End of the navigation path in the Variants field.

Note Note

In order that a transaction can be called up depending on a sales document type, the system of course needs the information as to which sales document type should be worked with. This choice is however made by the user on the initial screen first. This means that the initial screen can not be modified or faded out within a transaction variant. If you wish to miss out or modify the initial screen with the choice of sales document types, you need to create a variant transaction, this means a variant is created for a complete transaction. This transaction will then have ist own name, which has been defined by you.

End of the note.