As of Release 3.0, the account assignment items are time-dependent, that is, the attributes of an account assignment item (name and description) can have different characteristics in different periods.
However, the attributes "Financial transaction" and "Item category" have the same value in all periods.
Procedure when defining periods
You first set your account assignment items either via the hierarchy graphic or via the individual maintenance. If you do not want to work with time dependencies, you need not consider anything else.
If you want to maintain account assignment items time-relatedly, you must switch to the change mode of the corresponding account assignment item following the creation. Only when changing master data records, you can maintain periods. For every created account assignment item, a maximum validity period from 01/01/1900 to 12/31/9999 is set automatically. You can now change this by creating new periods for a created object (= account assignment item).
To do this, choose Edit -> Analysis period. A dialog box appears. Here choose the function key Other analysis period and then enter the required period. You then branch to the basic screen for commitment item maintenance and there either change the name or the description of the account assignment item. This way, you can maintain several time-dependent data records for one account assignment item.
Example:
You create an account assignment item from 1/1/1992 until 12/31/1999. You then change the object by defining other attributes for the period from 1/1/1995 until 12/31/1995. After this, three data records are stored in the system:
When creating time-dependent master records, you must ensure that the adjacent periods differ with respect to at least one attribute. In addition, there must not be any time gaps between the periods. It is not possible to deleted periods.
If you have already defined several periods for an account assignment item, you can display the period list from the request screen for changing account assignment items. You can choose and edit certain periods in the list. If you do not choose a period, a "+" appears in the corresponding fields with different contents (name and description).
Example
The name of an account assignment item is
By double-clicking on the field with the "+", you receive a breakdown of all available names with the corresponding periods.