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 Specifying Account Assignments for Services

Prerequisites

You have entered an account assignment category other than 'U' at item level (in a purchasing document) or at header level (in a service entry sheet).

You have chosen the single account assignment screen for the account assignment category.

Note Note

On the multiple account assignment screen you can maintain data for both single and multiple account assignment.

End of the note.

For more information, refer to Account Assignment in the Case of Services .

Procedure

Single Account Assignment for Services

  1. Enter a service line or a value limit.

  2. Choose .

The account assignment screen appears.

  1. Enter the necessary data.

  2. Choose .

You return to the service specifications.

Multiple Account Assignment for Services

  1. Enter a service line or a value limit.

  2. Choose .

The account assignment screen appears.

  1. Enter the necessary data.

  1. Choose .

The multiple account assignment screen appears.

  1. Enter the necessary data.

  2. Choose .

You return to the service specifications.

Changing Account Assignments

  1. Position the cursor on the service line or the value limit.

  2. Choose to access the account assignment screen.

  3. Make the desired changes.

  4. Choose .

You return to the service specifications.

Getting the System to Suggest Account Assignment Data

  1. Enter the necessary data on the account assignment screen.

  2. Choose Rpt. AA on .

The system saves your data and you are returned to the service specifications.

  1. Enter a further service line.

  2. Choose .

The account assignment screen appears. The account assignment data you entered appears as default data in the account assignment fields (that is to say, you can overwrite or change it as necessary).

  1. Choose .

You return to the service specifications.

Setting Account Assignment Data Automatically

  1. Enter the necessary data on the account assignment screen.

  1. Choose Auto repeat AA .

The system saves your data and you are returned to the service specifications.

  1. Enter a further service line.

  1. Choose .

You remain in the service specifications and the system sets the account assignment data in the background.

Changing Several Account Assignments Simultaneously

  1. Activate the Repeat account assignment facility by clicking either:

  • Rpt. AA on, or

  • Auto repeat AA

  1. Select the service lines you wish to change.

  2. Choose .

A system message appears. Respond to the latter with Yes if you wish to overwrite the account assignment data.

Deactivating the Repeat Account Assignment Facility

Click Rpt. acc. ass. in the service specifications to deactivate the Repeat account assignment facility.