Description
1. INSERT BP -------------- A new BPH can be inserted by placing the cursor on "HIERARCHY" and pressing "INSERT BP", or by using the menu path: B.Partner Hierarchy B.Partner Hierarchy -> Create new hierarchy A dialog box menu appears where you can enter the following: -Higher and lower level BP (matchcode, check to see if one exists) -Date valid-from and valid-to) Valid-from cannot be earlier than the selection date, since you cannot make changes in the past, choose earlier selection date if necessary) -Relationship in percent The program checks whether the BP already exists as a lower level BP in the period specified or whether the higher level BP already existsas the highest hierarchy node. if all checks are OK and you press "ENTER", the new relationshipappears in the display. If the from-date is later than the selection date, the newrelationship will not appear on the current display. To view this relationship, you should enter a date that falls within the period specified. You can now create additional relationships in the new BPH, by placing the cursor on a BP and pressing "INSERT BP". The BP selected now appears in the higher level BP dialog box. You must specify the lower level BP. Changes are saved in the file JJTKS if you press the "SAVE" button. If you do not want to save the changes, you should exit the program without saving (Back, Exit, Cancel, /N.... etc) 2. CHANGE BP ------------ A BP relationship can be changed by placing the cursor on the lower level BP and pressing "CHANGE BP". You can change the from-date (if it does not fall in the past (in relation to the selection date)), the to-date and the relationship inpercent. The checks made for existing relationships in the changed time slice are the same as those for 1. Insert BP 3. Delete BP ------------- A BP relationship can be deleted by placing the cursor on the lower level business partner affected and pressing "Delete BP". This relationship and all relationships found below it in this path are deleted. PLEASE NOTE: A record is only deleted from the file if its from-date does not fall in the past (or its selection date). If this is not the case, the record is given a to-date of yesterday, i.e the relationship was valid until yesterday. If you call up the transaction after saving with the selection date as yesterday, the old status will appear. If you had entered today's date as a selection date, the relationship would not have been displayed. 4. REASSIGN BP -------------- Two steps are necessary to reassign an individual BP or an entire path. A) You should first place the cursor on the BP to be reassigned and press "SELECT". The BP affected and all lower level BPs in this path will be highlighted in a different color. B) You should then place the cursor on the BP to which the BP is to be reassigned and press "REASSIGN BP". This will reassign the entire tree. The old relationship is deleted during reassigning (or updated with key date - 1 (see delete BP)) and the new relationship is inserted. 5.) General notes ----------------------- A BP relationship which is embedded in a path cannot be deleted in one step, or a new relationship cannot be inserted between it. Example: Deleting a BP relationship 1. Reassign tree below the record to be deleted 2. Delete BP 3. Insert reassigned tree Or: 1. Assign tree with relationship to be deleted below HIERARCHY 2. Insert tree below the BP to be deleted (ROOT is deleted automatically) |