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Assign Characteristic Groups for Assignment Screen

In this step, you structure the "Assignments to Profitability Segments" dialog box (the assignment screen) for business transactions, such as:

To organize the layout of the assignment screen, you assign a characteristic group to each business transaction.

Furthermore, you can construct entry aids for the business transactions. In the entry aids, you can save combinations of characteristic values that are frequently required during assignment. These entry aids can then be made available to users making assignments to profitability segments. For more information, see the documentation for Profitability Analysis.

Prerequisite

You need to have created a characteristic group.

Activities

Assign theCharacteristic groups to the desired business transactions and create any relevant entry aids. You can also create entry aids for a business transaction without assigning a characteristic group.

If you delete a characteristic group assignment, any associated entry aids will also be deleted.

Note

If a transaction does not have a characteristic group assigned to it, users can enter values for all of the characteristics in the operating concern.

If this assignment of characteristic groups to business transactions is too restrictive, you can use the standard enhancement "COPA0003" to define a more flexible way of assigning characteristic groups within individual transactions.