Function

Use

Switch between basic view and detailed view

You can use the pushbutton with the quick info text Change view basic <-> detail to switch between the following views in the order overview:

Basic viewThe order overview lists all the order items according to the size and format specified. You can change the period and layout as well as the restriction by publication and role.

Detailed viewThe system displays details on a selected order item and the corresponding complaints and billing documents on tab pages.

Refresh

You can use the pushbutton with the quick info text Refresh to refresh the order overview in the following cases

Your order overview no longer reflects the most up-to-date dataset, since changes may have been made to orders since you first accessed the overview. When you refresh the order overview, the system recompiles it using the current dataset (from the database).

If the Automatic Refresh indicator is selected in Customizing for the component profile, the system refreshes the order overview automatically each time a change is made to the order data.

You change the period for the order overview. When you refresh the order overview, the system recompiles it for the specified period. (On the other hand, if you restrict the order overview by specifying a publication or a business partner role, this takes effect immediately.)

Clear all fields

You can use the pushbutton with the quick info text Clear All Fields to reset the entries you made in the basic view to define the period and layout or to restrict the overview and return to the default settings (as specified in Customizing).

Expand or compress

You can use a pushbutton to display each standard item in a subscription order for which change items exist in the following ways:

Compressed ( without change items)

Expanded ( with change items)

The pushbuttons for expanding or compressing the list are only displayed in the line for the standard item if change items exist for that item.

You can use the pushbutton with the quick info text Expand All Items or with the quick info text Compress All Items to expand or compress the items .

You can use the Expand List indicator in the component profile (configuration) for the M/SD Order Overview to determine whether the list is expanded or compressed as standard.

Button

Use

With the Overview quick info

Accesses the order overview for order processing in Media Sales and Distribution; If a business partner has not yet been identified in the CIC, the system accesses central access for order processing . You can determine the business partner in central access and access an order overview for them.

With the Create quick info

You can either create a new order or a new item in an order from the order overview.

Creating ordersThe system displays the standard initial screen for creating an order and you can create the new order (see also Creating Subscription Orders ). The business partner and sales area are copied to the initial screen.

Creating itemsThe system displays the header data on the selected order and you can create an additional item.

With the Change quick info

You can access the item data on the selected order item (change mode) See also Changing Subscription Orders

With the Display quick info

You can access item data on the selected order item (display mode)

with the quick info text Services for Object

Here, you can perform the following activities for an order item:

Create attachment (PC document)

Create note

Send order item to other users in display mode

Start workflow

Add object to your favorites

with the quick info text Suspension

You enter the suspension period and the suspension reason according to the date category (copy or date) in the CIC dialog for the suspension function.

You can save, access details on the change item (see also Creating Suspensions ), or access item data on the standard item.

with the quick info text Gift

You enter the following data depending on the date category (copy or date) in the CIC dialog for the gift function:

Period for which you want your subscription item to be available as a gift

Purchase reason (“Gift”)

Ship-to party

You can save, access details on the change item (see also Creating Gift Transfers ), or access item data on the standard item.

with the quick info text Transfer

This function is only possible for unlimited subscriptions without a liability account.

You enter the period and the other data required – for example, the ship-to party – in the CIC dialog for the transfer.

You can save, access details on the change item (see also Creating Transfers ), or access item data on the standard item.

with the quick info text Redirection

You enter the period for the redirection according to the date category (copy or date) in the CIC dialog for the redirection function. You can enter the redirection in the following ways:

Enter the delivery address and save the CIC dialog for the redirection.

Choose Continue. The system begins the data entry dialog for the divert address. If you copy the address, the system accesses details on the change item (see also Creating Additional Copy Redirections or Creating Redirections ). If required, you can enter additional data and save the redirection.

You can also access item data on the standard item.

with the quick info text Unlim. Change

A change to data relevant to payment or delivery is recorded as an unlimited change. When doing this, the system creates a new standard item as a follow-on item to the item valid until now.

When you choose this function, the system displays the item data on the new follow-on item. Make the required change (see also Creating Unlimited Changes ).

with the quick info text Termination

You enter the actual end of delivery and the delivery end reason according to the date category (date or copy) in the CIC dialog for order termination.

You can save, access details on the change item (see also Terminating Items ), or access item data on the standard item.

with the quick info text Payment Method

You enter the new payment method (automatic debit, credit card) with the corresponding data in the CIC dialog for changing the payment method.

Since the system creates a new follow-on item (unlimited change) for the change of payment method and therefore has to close the old item, please ensure that the change has a plausible valid-from date.

You can save or access item data on the new standard item (see also Creating Unlimited Changes ).

with the quick info text Change Object

Like the change of payment method, this function creates a new follow-on item (unlimited change). For this reason, the system queries data on the closure of the old item (delivery end reason, actual end of delivery) in the CIC dialog. The system checks the plausibility of the end of delivery.

Enter the new publication with the start of delivery, purchase reason, sales source and, if applicable, sales promotion, for the new follow-on item and choose  Continue to access the item dataIf necessary, you can enter additional data here and save the change (see also Creating Unlimited Changes ).

with the quick info text Restart

You can use this function to restart an item that has been closed or copy an existing item on the current date or on a date in the future. The system uses the closed item or the item to be copied to create a new item of the same item type. Pricing is executed again for the new item.

You enter the valid-from date according to the date category (date or copy), and, if applicable, the sales source and sales promotion in the CIC dialog. Choose Continue to access the item data on the new item and add data if required.

You can also access item data on the current standard item .

with the quick info text Convert TI/FI

You can convert a trial item or free item to a standard item. When you do this, the system copies the data on the item being converted to the new standard item.

When you choose this function, the system displays the item data on the new standard item for further processing.

See also Converting Trial Items to Standard Items and Converting Free Items to Standard Items .

with the quick info text Create Complaint

You enter data including the complaint period (date interval or interval of copy numbers), the complaint reason and the complaint category (subsequent delivery, credit memo, or no action) in the CIC short dialog for complaint entry.

You can either save or choose Continue to access the standard complaint processing screen, where you can enter additional data (see also Creating Complaints ).