Listing

Information on which articles/products are listed in which companies are stored in the Listing (LS) info area.

The articles/products can be linked in the following two ways:

  • Direct link to the company record:


  • Link by a relationship hierarchy that is linked to the FI records:


A Listing filter is displayed in CRM.pad containing all articles/products that are listed for the current company. Values from the available listings can be transferred to the quick add items where child records do not yet exist.

Configuring the Listing

To define that the listing is applied in the quick add:

  1. Specify the ListingOwnerFieldGroupName in the Configuration :Quota action call assigned, see Configuration:Pricing.


  2. Enter the name of a Search&List configuration that references the field group that has the required Functions assigned in its List control. These functions define which fields from the FI record are loaded to filter the LS records.


  3. You can also specify the RelatedListingOwnersConfigName input argument that references a Search&List configuration that is used to search for all related FI records from a record based on the defined relationships (PB info area). The Listings for all FI records are also valid for the "root" FI record. For example, if no listings exist in the current company, listings from the related companies can be applied.

    In the default configuration, the PBListing Search&List configuration is used:



    This Search&List configuration references the List control of the PBListing field group. This field group must contain the same fields than the field group referenced in the ListingOwnerFieldGroupName input argument. Ensure, that the LinkId1 is set, otherwise the fields of the related companies cannot be identified:



  4. Specify the ListingControlName input argument that references a Search&List configuration that is used to read the listing records linked with the FI record.

    In the default configuration, the LSListing Search&List configuration that references the LSListing field group is used. Assign the following Functions to the List control of this field group:

    Field Function
    Item No. CopyItemNumber
    Sector Sector
    Brand CopyBrand
    Grade Grade
    Placing 1 Placing1
    Placing 2 Placing2
  5. Specify the Search&List configuration given in ListingControlName. Define this filter to check (at least) the validity of the LS records by comparing them to order or activity dates.

Applying a Listing Filter

For example, if you specify the ApplyHierarchy input argument by entering CopyItemNumber ;CopyBrand ;Sector,Grade, the listing record is mapped to an item if one field that has the CopyItemNumber, CopyBrand; Sector or Grade functions assigned matches. If more than one record exists, the first matching record is applied.

If a listing filter is applied for the order entry, only the records with a valid listing record are displayed.

For Point-Of-Sale you can also pass data from the listing record to the destination record, e.g. the placing. The listing record not only defines that an item is listed, but also where. In this case, an item can be listed more than once.

Each item is displayed according to the found listing records once or several times. If listing filter items are added, they are linked to the parent LS record.