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:
- Specify the
ListingOwnerFieldGroupName
in theConfiguration
:Quota
action call assigned, see Configuration:Pricing.
- 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.
- 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 theListingOwnerFieldGroupName
input argument. Ensure, that theLinkId1
is set, otherwise the fields of the related companies cannot be identified:
- 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 theLSListing
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 - 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.