Mass Change of Documents

You can use the transaction Mass Changes to Documents to change multiple line items at the same time.

Integration

If you want to define alternative business partners (for payment) that have not yet been created, you can create them from the mass change transaction.

Activities

Choose one of the following paths:
- Role Manual postings (SAP_FI_CA_MANUAL_POSTINGS): Mass Change of Documents
- SAP Easy Access screen: Document Mass Change
You select the line items to be changed in the same way as you select open items, by entering the business partner, contract account, contract, or document number.
Choose Continue. The selected open business partner items appear in a list. You can change the following data:
- Payment data
- Dunning data
- Due date data
- Locks
- Other payment data (alternative payer, alternative payee)
Select individual items and enter your changes individually or select all items to be changed and enter the changes that apply to these items in the upper part of the screen.

By choosing the (Select Additional Items) pushbutton, you can add additional items to the selection. The additional items are added at the bottom of the list; already selected items remain selected.

If you choose the (Delete) pushbutton, on the upper part of the screen, you can select the fields you want to delete in all selected items. You can also delete all locks with a specific lock reason, or all locks regardless of the lock reason, add new locks, and change existing locks. You can display simultaneous locks in the list by including the fields SPZAH_LST, MANSP_LST, SPERZ_LST and CLRLO_LST in Customizing for the line layout variant with the texts Payment Locks, Dunning Locks, Interest Locks, and Clearing Locks. Double click on these fields or the lock fields to display all locks. You can then make changes to the locks in the dialog box that appears.
Using the Transfer New Values pushbutton, you can transfer the changes to all items selected.
Saving saves the changes on the database. Change documents are updated in the same way as for changes to individual documents.

As well as making changes to individual fields, you can split document items when carrying out mass changes. You can change the subitems that arise in the same way as the original item. This means that as in the original item, you can enter different alternative payees, payment methods, or locks. To split a line item, choose Copy in the list. The original item is copied and the amounts are ready for input. You can either enter the amounts manually or you can change the original item automatically by double clicking on the amount field so that the total of the subitems corresponds once again to the original amount. You can also enter percentages according to which the amounts are distributed. If you choose Delete in the list, the subitems created as a result of the split are deleted. You can also define a distribution rule for a set of selected items. To do this, select the relevant items and choose the Distribute pushbutton below the list.

Example Example

Document Number	Amount	Business Partner	Payment Lock	Alternative Payee
4711	100	1002	A
4733	200	1002	A

If you select both documents, there is a total amount to be split of 300. This should be split as follows:

20% alternative payee G1, no payment lock

30% alternative payee G2, no payment lock

50%, leave payment lock A

This results in:

Document Number	Subitem Amount	Business Partner	Alternative Payee	Payment Lock
4711	20	1002	G1
4711	30	1002	G2
4711	50	1002		A
4733	40	1002	G1
4733	60	1002	G2
4733	100	1002		A

This means that 20 + 40 = 60 can be paid to alternative payee G1, and 30 + 60 = 90 to G2. You can only use one distribution rule for each mass change.

End of the example.

Note Note

In the system settings, you can determine the layout of the list of business partner items to be changed by defining line layout variants for mass changes to documents. To do so, in Customizing for Contract Accounts Receivable and Payable, choose Start of the navigation path Basic Functions Next navigation step Postings and Documents Document Screen Preparations Define Line Layout for Mass Change End of the navigation path . You can define an initial sorting for processing open items. To do this, enter a function module for event 0103; this defines the fields that you want to use for sorting. You can also include any customer field that is in the structure FKKOP in a line layout variant.

End of the note.

Note Note

In a one-column table above the table of line items, you can enter new values for line items to be changed. To do so, set the Enhanced Mass Change indicator in Customizing for Contract Accounts Receivable and Payable under Start of the navigation path Basic Functions Next navigation step Postings and Documents Basic Settings Maintain Central Settings for Posting End of the navigation path .

The two tables have the same layout. The columns that are ready for input in the table of line items are also ready for input in the table in which you enter new values.

In the same table, you can also select fields that have values you want to delete in selected rows of the line item table. To do so, you select those columns in the table and initialize the field. If you choose Copy New Values, the system deletes the values when new (non-initial) values are adopted.

End of the note.