Functions in the Initial Screen

In the initial line item display screen, you have several selection options which you can use to display only the line items you require. You can also specify in this screen exactly how the line items are to be displayed.

You access the initial screen through Account ® Display items from the General Ledger menu bar.

You have the following options:

• You can display the line items for individual vendors or for a series of vendors by using work lists. Maintain work lists from the line item display initial screen via Settings
® Work list ® Maintain.

You can activate work list usage for line item display by choosing Settings ® Work list ® Activate from the line item display initial screen. You then enter a work list which combines multiple objects instead of an account number or company code.

• You can display items according to item type (open items, cleared items, parked items with special G/L transactions, items with customer position). For this, select the required item type from the list.
• You can also either accept the standard line layout for the line item display or select a different layout. To do this, select Options
® Line layout. A window is displayed from which you can select a line layout variant.
• You can also generate totals using totals variants. If you want to use a totals variant different than the one proposed, select Options
® Totals variant and choose a variant from the list displayed.
• You can set various sorting variants. The sorting variant determines the field that sorts line items. You can also determine whether the items are sorted in ascending or descending order.
• You can have the system initially display the required data as line items or as totals. To do this select Line items or Totals under the heading List begins with
• By entering selection criteria, you can restrict the line items to be displayed. To do this select Edit
® Selection criteria. Make use of this option to limit run times, particularly in the case of accounts with a large number of items. With this function you can display all items posted to a head office by one specific branch, for example.

The various functions are described in Displaying Line Items for G/L accounts.