Show TOC
Maintain
Template Determination and Other Update Characteristics
Maintaining
template definition
If the user wants to run a template allocation,
he/she specifies via the selection characteristics the particular
characteristic area for which the allocation should be carried out. If that
particular area contains characteristics that are linked to a template via a
determination strategy, then the relevant template is automatically used for
the calculation. You define the determination strategy as follows:
1. Choose
"Strategy -> Display/Change"
2. Choose "Edit
-> Create step"
3. Assign a
description to the determination rule.
4. Use the
possible entries pushbutton to choose source fields from the selection
characteristics previously specified. A placeholder is automatically entered
as target field for a template.
Note: During rule
entry, a column is provided for all the fields entered at this stage. You can
then enter concrete values into this column.
5. Save your
entries and choose "Maintain rule values". Use the possible entries pushbutton
to insert
6. Use the
possible entries pushbutton to insert in the columns produced by source field
entries the characteristic values to be used in the selection of the
template.
7. Use the
possible entries pushbutton to insert a template in the template
column.
Note: If you have already defined further
allocation characteristics in this transaction (see below), change the
existing determination rule by inserting a concrete template for the rule
values.
Maintaining
further allocation characteristics
Further allocation characteristics are those
which only form a dimension of an operating concern under certain
circumstances (that is, when one or more allocation characteristics accept
certain values).
These are maintained after you have selected
the fixed allocation characteristics.
You need to take the following
steps:
1. Choose
"Strategy -> Display/Change"
2. Choose "Edit
-> Create step"
3. Assign a
description to the determination rule.
4. Carry out
the following steps in the register "Definition":
a) Use the
possible entries pushbutton to choose source fields from the selection
characteristics previously specified.
b) Use the
possible entries pushbutton to choose up to five target fields ('NAME1' to
'NAME5') as additional allocation characteristics.
5. Save your
entries and choose "Maintain rule values".
You arrive at the
screen "Change rule values" in which an entry column is displayed for each
field that you have created.
6. Use the
possible entries pushbutton to insert in the columns produced by source field
entries the characteristic values to be used in the selection of the
additional template.
7. Use the
possible entries pushbutton to insert the additional allocation characteristic
in the columns produced by target field entries. All characteristics for the
operating concern that are not yet fixed allocation characteristics are
available.
8. Save your
entries.
Example
You have chosen the characteristic value "Major
customer" for the fixed allocation characteristic "Customer group" and you
have chosen the additional allocation characteristic "Customer" for this
condition. If during the template allocation data records with the
characteristic value "Major customer" are contained in the selected
characteristic area, then the characteristic "Customer" (and all
characteristics derived from it) is involved in determining the operating
concern.