Examples: Assignment Proposals 
With interactive assignments, you analyze the assigned and non-assigned documents from automatic assignment. To assign documents to each other interactively, you can use assignment rules to generate assignment proposals.
Depending on your settings in Customizing, you can use different rules to create assignment proposals. On the basis of these rules, you can generate assignment proposals in the interactive assignment and either accept, modify, or reject the proposals.
Documents with the Same Transaction Currency, Amount, and Document Date
You use this rule to assign documents to each other when their reference number has not been posted correctly and when they have not been assigned by the automatic program run.
The program run uses these settings to create the following assignments, for example:
Group |
Company |
Partner |
Document Date |
Currency |
Amount |
|---|---|---|---|---|---|
T0000003 |
C1000 |
C2000 |
December 31, 2015 |
EUR |
1,000 |
C1000 |
C2000 |
December 31, 2015 |
EUR |
1,000 |
|
T0000003 |
EUR |
2,000 |
This document assignment is not useful; it was created as a result of the assignment of all documents that were posted by the same organizational unit and have identical values in all fields contained in the rule. This rule is necessary in cases such as follows:
Group |
Company |
Partner |
Document Date |
Currency |
Amount |
|---|---|---|---|---|---|
T0000004 |
C1000 |
C2000 |
December 31, 2015 |
EUR |
1,500 |
C1000 |
C2000 |
December 31, 2015 |
EUR |
1,500 |
|
C2000 |
C1000 |
December 31, 2015 |
EUR |
-1,500 |
|
T0000004 |
EUR |
1,500 |
The system cannot determine which of the pair of documents posted by C1000 is the document that needs to be assigned to the documents that was posted. You have to analyze the documents using additional details and then decide which assignment is correct.
Documents with the Same Transaction Currency and the Same Amount
You can use this rule to make assignments between documents for which the reference number was not posted correctly and that consequently could not be assigned during automatic assignment.
Documents with the Same Amounts and Different Transaction Currencies
You can use this rule to make assignments between documents for which the partner document was posted with the wrong transaction currency. During posting, the system proposes a default value for the transaction currency. If the user does not overwrite this default value, the document contains the incorrect transaction currency.
More Information
For more information, see the documentation on the Customizing activities.