Displaying the Cycle Overview

Use

The cycle overview provides a profile of all cycles of a given type, including the segments belonging to this type. You can display cycles for:

Periodic repostings
Plan/actual assessments
Plan/actual distribution
Indirect activity allocation

Prerequisites

You have created cycles.

You are on the execute screen for the allocation or reposting to be carried out. To call up the cycle overview, choose Start of the navigation path Extras Next navigation step Cycle Display overview End of the navigation path .

Features

Cycle Tree Structure

The cycles on the allocation or reposting selected are displayed in a tree structure. The segments are assigned to one level lower down in the hierarchy in each case.

Example Example

You have accessed the cycle overview on the execute screen for an actual assessment. The tree structure now displays all the cycles, including the segments for the actual assessment.

End of the example.

Under Selection criteria in the selection and information area, you can specify which cycles are displayed in the tree structure.

You can expand either the whole structure or a part of it using the mouse.

To do so, select the highest node of the area that you want to expand.
Choose Expand subtree .

To close the area, choose Collapse subtree .

In the structure tree, you can search for cycles or segments.

Choose Search .

The system highlights the selected object in the tree structure and displays the data belonging to the object in the selection/information area.

If more than one object exists with the same name, you can move to the next object in the structure by choosing Enter again.

You can print the structure.

In the current display, that is, only the nodes you have expanded

To do so, choose Print view.

As a complete hierarchy with all segments and additional information, that is, the structure is completely expanded

To do so, choose Print entire hierarchy.

You can display additional columns containing additional information in the structure tree.

To do so, choose Change layout .

If you have already defined your own layouts, you call access them by choosing Select layout .

You can save the current display of the structure tree by choosing Save layout and entering a name for the layout.

Note Note

If you have selected many additional columns, you can display the screen areas horizontally. You can display all the columns in a structure tree. To do so, choose Start of the navigation path Settings Next navigation step Up in structure tree. End of the navigation path

End of the note.

You can sort the information in the structure tree based on your point of view.

To do so, choose Change drilldown .

Example Example

You want to search for all cycles created by a certain user. You can do this by sorting the structure tree alphabetically using the created by field.

End of the example.

Selection/Information Area

Selection criteria

On the Selection criteria tab strip, you specify which cycles and what additional information is to be displayed in the structure tree. You can:

Select one or more cycle types to be displayed in the structure tree.
Narrow down the cycles selected further, for example by entering particular cycle numbers.
Search explicitly for an object such as cost center 4210 or order 100144.

To include your entries in the structure tree, choose Execute selection.
To delete your entries from the selection area, choose Delete entries.

Cycle Information

On the Cycle information tab, you can display data on a particular cycle or segment.

To do so, Double click on the corresponding object in the tree structure.

The system displays the following data:

For cycles

General data on the cycle
Number of segments in the cycle
Cycle run group
Last date on which the cycle was executed or cancelled

For segments

Data on segment definition
Sender of the first segment
Receiver of the first segment

To display the receiver, choose Display receiver .

You can branch to executing a cycle.

To do so, choose Execute cycle.

You can call up the cycle display or cycle maintenance directly from the cycle overview screen.

To do so, choose Display cycle , Change cycle , Create cycle , or Delete cycle .

(see Creating or Changing Cycles , Processing Cycles , Creating Segments , Displaying or Changing Segments of a Cycle )

The system transfers the corresponding data on the cycle.

Note Note

When you save changes to a cycle or segment in the cycle maintenance , the system updates the structure tree and the cycle information in the cycle overview .

End of the note.

You can update the information on the cycle and the structure tree.

To do so, choose Refresh.

Processed to date

From the Processed to date tab, you can drilldown from the overview to all cycles displayed in the structure tree, if the cycles were already executed.

The overview is sorted by cycle types . With a double click, you can drilldown to the document number and then to the CO document.

Example Example

You have selected all cycles for the actual distribution and displayed them in the structure tree. If you now choose the Processed to date tab, the system displays all the cycles already executed for the actual distribution.

Choose Back or F3 to return to the cycle overview.

End of the example.