Global and Local Items in Sales Documents

Use

Often sales documents have several items that differ only in a few characteristics. Although most characteristic value assignments for the various items are identical, it is generally necessary to assign values to all characteristics separately.

Now characteristic value assignments can be inherited within a sales document by means of localand global items.

Integration

The system can also automatically copy characteristic value assignments from the customer-material info record.

You can define whether the characteristic values of the global item or in the customer-material info record are given preference in Customizing of Sales at Start of the navigation path Sales Documents Next navigation step Fast Entry of Characteristics in Sales Documents Adopt Characteristic Values from the Customer Material Info Record End of the navigation path .

Prerequisites

You are working with fast entry of characteristics in a sales document.

In Customizing of Sales at Start of the navigation path Sales Documents Next navigation step Fast Entry of Characteristics in Sales Documents Set Up Fast Entry for Characteristic Values End of the navigation path you have activated the inheritance of characteristic values for the corresponding sales document type by selecting the Inher.Act indicator.

In this IMG activity you can also define whether

the system outputs an error log for the inheritance of characteristic values ( Inher.Log indicator).

This log lets you check whether the system has performed inheritance successfully.
manually entered characteristic values of a local item may be overwritten by characteristic values of the global item during subsequent characteristic inheritance ( Inh.UsrVal indicator).
you are offered a selection list when assigned local items inherit characteristic values from the global item to the assigned local items ( InhrtSlctn indicator).

This selection list lets you control which characteristics the local items inherit.

Features

On the Fast Data Entry tab page you can assign another item (global item) to an existing item (local item) in the Global item field.

Note Note

You can assign several local items to a global item. A global item with associated local items is known as a global/local group.

End of the note.

When you press ENTER, the system automatically copies the characteristic value assignments of the global item into the characteristics of the same name in the local item. In Customizing of Sales you can define whether the manually entered characteristic value assignments are retained or are overwritten with the characteristic value assignments of the global item when inheritance is performed.

You use the Display Scope field to determine which items are shown:

All items
Global only
Global and Local . You must select a global or local item before you choose one of the above.

Inheriting characteristic value assignments

When you change the characteristic value assignment of a global item, you can inherit the changed values to the local items of the global item. To do this, you select the changed global item and press the Inherit Characteristics pushbutton. The system inherits the changed characteristic value assignments to all local items of the selected global item.

Removing global/local groups

You can also remove an existing global/local group. To do this, select the global item of the global/local group and press the Remove Global/Local Group pushbutton.

Note Note

You must have allowed the removal of global/local groups in Customizing of Sales at Start of the navigation path Sales Documents Next navigation step Fast Entry of Characteristics in Sales Documents Set Up Fast Entry for Characteristic Values End of the navigation path .

End of the note.

Example

Global and local item

Item	Global item	Material	Paper size	Bleached
10		Material 1	DIN A4	No
20		Material 2	DIN A3	Yes
30	10	Material 3	DIN A4	No

In this example, item 10 is the global item and item 30 is the local item. When inheritance is performed, local item 30 adopts the characteristic value assignments of global item 10.