INDEX, UPDATE

[Former Member]

DEAR GURUS

AND DEAR LAXMIPATHI SIR

WHEN WE ARE CREATING CONDITION TYPE

IN" MASTER DATA" TAB PAGE

CONDITION INDEX

CONDITION UPDATE

HOW THESE FIELDS EFFECT THE SALES DOCUMENT? WHAT IS THE USE OF THEIS FIELDS? PLEASE EXPLAIN WITH EXAMPLES

[Lakshmipathi]

Dear Durga

At the outset, my request is that while posting your question, please dont address it to any individual. Just post your question without addressing any individual.

WIth regard to your query, please find answers below:

After the implementation, some transactions will be carried out other currencies rather than country-specific currencies. To continue to support existing transaction processes, it will be necessary to change conditions from one currency to another, e.g. the Euro

Three existing standard functions have been enhanced to support currency change:

==> Condition index ==> Create conditions with reference

==> Condition list

You can use the condition index and the 'create conditions with reference' functions for carrying out changes to data.

New conditions are created for the conversion. You can have the system propose the end of validity for existing conditions.

Purpose and procedure:

1. Select the condition index, if mass data is to be changed (e.g. all conditions for a sales organization).

Procedure:

Select: Conditions - Selection via index - Create conditions

Select material/sales org./distribution channel, for example.

Enter a sales organization, select 'keep validity end' (this function has been created specifically for currency change - otherwise the proposal would be taken automatically from Customizing) and start selection

Select the conditions to be changed

Select Edit - Currency change

Define the individual change options:

-> Target currency with rate category and rate date

-> Convert additional conditions and conditions marked for deletion

-> Condition scale basis value with rounding rule

-> Maximum condition value with rounding rule

-> Condition amount with rounding rule

The system issues a log of the changes made. The log gives you an overview of the old and the new condtions. If an error has occurred (red traffic light appears) the system issues an error analysis (select symbol next to the traffic light).

1. To target changes for several conditions, select 'Create conditions with reference' (e.g. all conditions for a particular customer).

Procedure:

Select: Conditions - Prices - Customer-specific - Create with reference

Continue as described for the condition index.

1. To get an overview and to check the conditions, select the condition list

Procedure:

Select: Conditions - Condition list (In Customizing for pricing, you can define your own selection requirements for your condition lists. (In currency conversion, it makes sense to use the new 'selection via currency' option for free accruals).

Caution

For technical reasons, it is not possible to select several periods for a condition record in the condition index or when creating conditions with reference. This is possible for the condition list, but mass data change is not possible here. After making a mass data change in the condition index, you should call up the condition list to list the periods that still need to be changed.

Condition Update

Special offers and discounts to customers are frequently offered as part of a sales promotion based on accumulated sales order data. For example, when your customers place orders for a new product, you may offer them an introductory allowance up to a specified total value (for example, up to USD 5,000). As a customer places orders for the new product, the system must be able to keep track of the cumulative discount total. With Release 2.1, it was possible to accumulate values based on invoices for the purpose of processing rebate agreements. In Release 2.2 this idea was extended to include a new, more general condition update function

Condition update is controlled by the condition type in setting Customizing for Sales. If you set the condition update for a particular condition type, the system subsequently updates the corresponding condition records whenever you process relevant sales and billing documents.

Pricing Function Support

Condition update provides the basis for the following pricing functions:

Maximum Value

Maximum quantity

Maximum Number of Sales Orders

Thanks

G. Lakshmipathi

[Former Member]

Condition Index

Use

You can create and use condition indices. You can use these indices to display, change and create condition records with reference. This transaction can include condition records with several condition types and tables. For example, you can use a condition index if you want to see all condition records that apply to a particular product regardless of whether the records are prices or discounts. In this case, you can use one of the standard condition indexes. Or you may want to see a list of condition records that contain a particular sales deal and a material from a user-specified list of products. To display this information, you can create your own condition index.

Creating an Index

Creating a condition index is similar to creating a condition table. In Customizing for Sales, you select the combination of fields that you want in the index key. The system automatically proposes a list of permitted fields to choose from. The fields you specify for the key can have a maximum combined length of 100 characters. Further information on creating an index can be found in the IMG (Implementation Guide).

Reorganizing an Index

Reorganization means updating an index with current data. The following are examples of when this might be required.

After you create a new index and generate it, you want to fill the index with the current data in your system. (This also applies if you choose to activate one of the standard condition indexes).

After you specify that condition indexes should be updated for a particular condition type, you want to fill the indexes with the corresponding condition records that already exist.

Please note that since the system has to read all the relevant condition records, reorganization is automatically submitted as a background task.

Activating an Index

The activation function displays a list of all available condition indexes and indicates which are active. The system can use a condition index only when it is activated. Before you can use the indexes that are delivered in the standard version, you must first activate them in Customizing for Sales. Some indices are activated automatically during generation. In addition, you must specify one of the following index updating requirements for each condition index:

Requirement 1: The index is updated when the user provides data for all fields in the index

Requirement 2: The index is updated when the user provides data for at least the first index field

Controlling Index Update by Condition Type

You can specify for each condition type whether or not the system updates the condition indexes when you post condition records. In cases where updating condition indexes may not be necessary - for example, with freight- and tax-related condition records - you can leave the condition index indicator blank.

Selecting Condition Records Using an Index

After you have defined a condition index and the system has updated it with current data, you can use it to search condition records.

Procedure

To select condition records using an index:

Choose Logistics ® Sales and Distribution ® Master Data from the main menu.

Choose Conditions ® Select using index and specify whether you want to change or display condition records.

A dialog box displays the condition indexes that are currently available.

Select the condition index you want to use and choose ENTER.

You reach the screen where you enter selection criteria.

Enter your selection criteria and choose Execute.

The system displays a list of the condition records by condition type for the selection criteria you entered.

condition update

Special offers and discounts to customers are frequently offered as part of a sales promotion based on accumulated sales order data. For example, when your customers place orders for a new product, you may offer them an introductory allowance up to a specified total value (for example, up to USD 5,000). As a customer places orders for the new product, the system must be able to keep track of the cumulative discount total. With Release 2.1, it was possible to accumulate values based on invoices for the purpose of processing rebate agreements. In Release 2.2 this idea was extended to include a new, more general condition update function.

Controlling Condition Update

Condition update is controlled by the condition type in setting Customizing for Sales. If you set the condition update for a particular condition type, the system subsequently updates the corresponding condition records whenever you process relevant sales and billing documents.

Pricing Function Support

Condition update provides the basis for the following pricing functions:

Maximum Value

Maximum quantity

Maximum Number of Sales Orders

in order to achieve these above u have to activate them at condition type in V/06