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 Selection Criteria for Restricting Lists Locate this document in the navigation structure

Use

Before you create a list, you can specify selection criteria to adapt it to correspond precisely to your information needs. The following selection criteria is, for example, available.

  • Partner and material data

  • Validity period

  • Document date

  • Open/all documents

  • Organizational data

  • Partner function

  • Further selection criteria

Features

Partner and Material Data

You can first specify the partner or material data. For example, if you wish to list sales documents, enter the sold-to party, the material, or the customer order number. You must enter at least one of these criteria in some lists.

Validity Period

If you specify the validity period, you will receive a list of documents that belong to that validity period. This might be an obligatory criterion for some lists.

Document Date

You can enter the document date to call up all the documents created within a time period that is of interest to you. The system will start by proposing last month to you. You can overwrite the proposed data. There is a calendar available in input help.

Open/All Documents

You can choose whether you wish to display all documents or only those which are open. Open documents are documents for which no subsequent functions must be performed. An open order, for example, contains items which have not yet been delivered.

Note Note

If, for example, an order has been partly delivered or invoiced, it depends on the Completion rule whether the order should be supplied later or invoiced again (which means a subsequent function must be implemented again).

End of the note.

Organizational Data

If you call up a list for the first time using organizational data as a selection criterion, the system first displays a dialog box where you enter the organizational data. You can also display this dialog box by choosing   Settings   Organizational data   . You can then check the proposed data and change it if necessary.  

Partner Function

If you only wish to list documents for a partner and a particular partner function, choose   Settings   Partner function   . A dialog box appears in which the partner function is proposed. You can change the default value.  

Further Selection Criteria

You have additional selection criteria at your disposal to further limit the documents to be listed. Select the menu option   Edit   Further sel.criteria   . The system provides a dialog box containing additional criteria from which you can choose up to three.