This document contains instructions regarding work in the Sales view, in the Items application. The instructions describe steps necessary to perform in order to, e.g., create and edit sales data. Furthermore, this document will inform you about the expected preconditions and effects.
This document only describes the procedures relevant to the Sales view. Other procedures such as creating a new item by duplication, for instance, are not covered in this document. For more information on them, refer to Procedures: Items.
Add sales item
Preconditions
In a multi-site or single-site environment, the selected organization must be a sales organization. It is also necessary to activate the content-based authorizations in Customizing, in Base view. Furthermore, only the users assigned to the organization responsible for the item can generate new utilizations for an item.
Instructions
- Open the Items application and switch to Sales view.
- Open the item you want to enter as sales item.
- If required, change the usage status of the sales item in the work pane under General tab. You can choose between Released and Blocked statuses.
- Select a classification type Sales item classification 1 in the Classifications grouping in Classification 1 field.
- If required, fill out the other fields with the desired sales data.
- Click the [Save] button in the standard toolbar.
Delete sales item
Sales items are not deleted directly and must first be marked for deletion. Only those versions of sales items that have their entire validity period in the future can be deleted directly, since they have not been used yet.
Mark sales item for deletion
Preconditions
The sales item has not been marked for deletion yet.
Instructions
- Open the Items application and switch to Sales view.
- Open the sales item which has to be deleted.
- In a multi-site environment, select the organization for which you are editing the item.
- Click on [Mark for deletion] in the standard toolbar.
- A warning dialog window opens if more than the opened sales data are affected by the action.
5. Confirm the warning if you really want to mark the sales item for deletion.
The sales data contains a mark for deletion in all versions. If the (active OLTP) client is selected in a multi-site environment, the sales item gets marked for deletion for all organizations. If a reference item is involved, all the variant items generated from this item also get marked for deletion.
Delete sales item deletion mark
Preconditions
The sales item is marked for deletion. In a variant item the mark for deletion of a sales item can be removed only if the sales data of the related reference item has not been marked for deletion.
Instructions
- Open the Items application and switch to Sales view.
- Select the sales item for which deletion mark is supposed to be deleted.
- In a multi-site environment, select the organization for which you are editing the item.
- Click on [Unmark for deletion] in the standard toolbar.
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- Deletion flag will be removed from the sales item.
In a multi-site environment: Even if the selected organization is an (active OLTP) client, the mark for deletion is removed only for the selected organization.
Delete a sales item version
Preconditions
A sales item version, that will be valid only in the future, exists.
Instructions
- Open the Items application and switch to Sales view.
- Open the sales item whose future version you want to delete.
- In a multi-site environment, select the organization for which you are editing the item.
- Using [Next] and [Back] buttons browse in the Valid from field and switch to a future version of the sales item to be deleted.
- Click on the [Delete] button on the standard toolbar.
- The new sales item version will be deleted.
Create new sales item version
Preconditions
In order to generate a new version, it is important for the item to have sales data. In a multi-site environment, the selected organization should have accepted the data processing. In the Sales view, you can generate a new version for items of following material types:
- Inventory item
- Storage unit
- Variant item
Instructions
- Open the Items application and switch to Sales view.
- Open the item from which you would like to create a new version.
- In a multi-site environment, select the organization for which you are editing the item.
- Click on [New version] button on the standard toolbar.
- A new version of the sales item will be generated.
5. Enter a future date from which the sales item will be valid in the Valid from field.
6. Click the [Save] button in the standard toolbar.
- The new sales item version will be saved.
7. Change the usage status of a sales item
You can change the usage status of a sales item by either releasing or blocking it.
Instructions
- Open the Items application and switch to Sales view.
- Open the sales item whose usage status is to be changed.
- In a multi-site environment, select the organization for which you are editing the item.
- Change the value of the Usage status field to Released or Blocked.
In case of a block, enter a future date, until which the sales item cannot be used, in the Blocked till field.
5. Click the [Save] button in the standard toolbar.