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Maintain Update Rules

Update rules help you to define updating in detail.

The definition of the update rules depends on the information structure and update group.

Update rules consist, for example, of the source field, the event which triggers the update, requirements and formulas.

Once you have defined the update rules, the corresponding update programs are automatically generated.

In this IMG activity, you can create, change and display update rules.

Note

Once you have defined the update rules, you then need to activate the update in a separate step.

The creation of update rules, the generation of the update programs, and the eventual activation of the update have been divided up into separate steps for security reasons.

Activities

1. In the "Info structure" field, specify the name of the info structure for which you would like to maintain the update rules.
2. Allocate an update group to the information structure in order to establish an application-specific reference.
3. If you wish to create updating for the information structure with reference to an existing update for an information structure, enter the name of the information structure in the field Copy from -> info structure and the name of the update group to which you are referring in the Copy from -> update group field.
4. Press Enter.
You are now in the update rules maintenance screen.
The maintenance screen lists all of the key figures in the information structure for which you can define update rules.
If no update rules have been defined by the time that updating is created, then all available information from the information structure definition will be proposed.
5. In order to reach the detail screen of the updating definition, place the cursor on the key figure you require and select the Edit -> Rules for key figures function.
6. Define the individual update rules.
7. When you have defined all of the update rules for the key figure, select the Copy function.
The update rules that you have defined will be copied and displayed in the maintenance screen.
8. Procede in the same way for the other key figures.
9. In addition to the update rules for the key figures, define the update rules for the characteristics.
Place the cursor on the desired key figure and select the Edit -> Rules for characteristics function.
You are now in the detail screen for maintaining the update rules for the characteristics.
Note
You must define the update rules of the characteristics for each key figure so that the key figures can be updated when different events occur.
The update rules for the characteristics can be different for each key figure.
10. Define the individual update rules.
11. When you have defined the update rules for all key figures and characteristics, save these update rules.
12. Generate the update from the update rules.
Before the generation, all of the update rules are checked for consistency. Possible inconsistencies are documented in a log and generating is canceled.
You can also start the check independently by selecting Updating -> Check.
If no errors occur during the check, the update is generated.
A log is issued after generation is completed.

Additional information

You can also make use of the following additional functions when defining update rules:

If you would like to exclude key figures from the update (for example, when using a specific update group), place the cursor on the correspondingkey figure and select Edit -> Delete rule .
The update rules are then deleted for the key figure and the corresponding characteristics that you selected.
The "restore" function is closely connected to the delete function.
If you delete the update rules for a key figure by mistake, you can reactivate this key figure by selecting it from the list of key figures that have not been used.
To do this, select Edit -> Restore -> Key figures.
A dialog box appears which lists all of the key figures that you have defined in the information structure but which you have not used in your update definition.
Select the key figures which you have not yet included in your update.
Press Enter to copy the selected key figures.
This, however, does not restore all of the update rules that you might have defined.
Only the source field information that was already specified in the information structure definition is copied.
You need to use this function if you would would like to define more than one update for one key figure.
The best way to explain this function is to use an example.
Example
You want to update the open order quantity.
The open order quantity is defined as the order quantity that has not yet been delivered.
Customer order processing updates the "open order quantity" field.
When a delivery is entered, the open order quantity should be reduced.
When defining updating for this process, you need to define two update rules for the key figure "open order quantity".
The first update rule describes the upate for the event "sales order". Here, the key figure is updated from special source information in the document (MCVBAP-OAUME) that is provided specifically for this purpose.
The second update rule describes the reduction of the open order quantity by the delivered quantity for the event "delivery".
Here, you need to copy the first update rule and change the event and the and the source information.
The quantity delivered is also made available for updating in a special field (MCLIPS-APOAUME).
Since the open order quantity is reduced by the delivered quantity, the information is then shown as a negative value.
The open order quantity that is established by the first update rule is then reduced by the second update rule.
Note
This is a special case, where the delivered quantity is automatically displayed as a negative value to reduce the open order quantity.
If you would like to express differences in different ways, where the second update is supposed to reduce the value of the previously updated value, for instance, use a formula to invert the process.