New User Interface for Sales Documents

Description

For Release 4.0A the graphic interface for processing sales documents (transactions VA01 to VA53) has been ergonomically redesigned. However, the business functions have remained the same.

The new user interface provides the following advantages:

The new interface works with flexible tables so that you can adjust the display during processing to match your requirements. Simply move the mouse to change the width and arrangement of the screens.

An essential element in the new user interface is the tab page. This is similar to a pile of index cards and allows you to find the correct screen very easily. Every index card has a title that is always displayed. By clicking on the title, you can bring the card from the pile to the foreground and if necessary, process the data.

This index card technology means all data that belongs together can be displayed close together despite limited screen size.

Sales document data is mainly displayed in the following three screens:

You can switch between these three screens quickly by using icons. There are several index cards for each screen.

Overview screen

The overview screen provides a selection of data from the document header. A table containing all the items in the document is underneath the display area.

From the overview screen you can switch between various index cards. The "Sales" index card contains important fields in the document header and is therefore suitable for processing the document for the first time.
The "Item overview" index card displays limited header data, again allowing more room for items.

The "Ordering party", "Procurement", "Shipping", and "Reason for rejection" cards display data for each of their respective areas. The "Procurement" card display both items and schedule lines.

Header screen

The header screen also contains several index cards with data for the document header.
Before Release 4.0 you could go from the "Business data" screen to three detail screens for sales, shipping and billing. The data in these screens is now more accessible because it is in the index cards for sales, shipping, billing, and financial accounting in the header screen. The data from the "Business data" screen is now divided between the appropriate index cards from 4.0.
Instead of the "Additional data" screen there are now two index cards - "Additional data A" and "Additional data B". You can configure the latter index card to meet your requirements.

Item screen

The item screen displays data for an individual item in a document, as well as several index cards. Similarly to the header screen, the data for the three previous detail screens - Sales, Shipping and Billing - is now directly accessible from the index cards in the item screen. The "Business data" screen no longer exists here either but you can find the fields from this screen in the "Sales A", "Sales B", "Shipping", and "Billing" index cards.
In order to be able to display the index cards fully on the small screen there are two cards for sales data (Sales A and Sales B). For the data from the previous "Additional data" field there also two cards (Additional data A and Additional data B).

Further screens

Quick navigation using Goto

Switching between the overview, header and item screens is possible using the Goto menu option. This allows you to go directly to the required index card with only one move. From the overview screen, for instance, you can go to the item screen via Goto --> Item --> Shipping . The "Shipping" index card in the item screen is automatically displayed in the foreground. In comparison to navigating with the icons, the Goto menu allows you to specify the index card you require directly.

Effect on batch input

Because individual fields are now on different screens, you need to adjust your batch input program for sales documents to the new interface.

Further notes

The previous screens for sales document processing will still be available for a transistion period. You cannot reach them using the menus, but by specifying a transaction code. For this you need to add an "X" to the transaction codes (VA01, VA02, VA03, ... ,VA51, VA52, VA53), for example, VA03X instead of VA03.