Keywords

Keywords

• Description
• Structuring and categorisation of data
• Automatic structuring of data
• Functionality
  • Features
• Related topics
• Technical documentation

Description

The central element in the structuring or classification of master data are classification terms, which can also be called structures. With this app, you can visually structure (order) any business objects such as parts (into parts classes), articles (into statistics groups), customers (into sales areas) or financial accounting accounts (into balance sheet and P&L frames). All business objects can be assigned to any classification terms as often as desired.

As an example a simple classification for parts according to part classes is shown here:

Once such a structure tree has been defined, any business objects can be assigned to a "branch" or "structure node" by "drag & drop". Business objects can also be assigned several times to different "branches/nodes" of the same tree.

Order terms can and should also be used for temporary actions: e.g. the compilation of different customers into mailing campaigns. Objects namely, which are ordered in a branch/node, can conversely now be inserted as a complete group into other applications by "drag&drop". For example, individual customer groups can be assigned to a transaction document with a specific cover letter in one and processed as a form letter.

The structuring is done by assigning the master data to individual nodes in the structure tree, so in the example individual customer types are assigned to the customers. The classification terms can now in turn be assigned properties, so a customer group can be assigned to each customer type. (In the example of the customer group, conditions (discounts, surcharges, warranties, ...) can be assigned to a group of customers.)

Structuring and categorisation of data

Further examples:
- Article groups -> Sales statistics groups: Definition of cost type and article group discounts
- Vendor type -> vendor group: definition of vendor conditions.

Automatic structuring of data

The typical structuring of data is done via the classification terms and their structure accounts. The assignment of the - usually - master data is done manually via the respective editing mask of the master data or by assignment via drag&drop via the tree display of the classification term.

Structure status accounts can also be used for automatic structuring. In this case, the structure status nodes of the evaluation group are provided with a transition condition as they are also used in the business processes. Through this, the structure node is determined automatically if the structured master data objects change.

Functionality

• Input window Order key
• Input window Subfolders
• List window
• Selection window
• Parts Analysis Window
• Copy structure

Input window Order key

This window is used to maintain keywords. You can select an evaluation group by double-clicking on the desired evaluation group in the list window or by pressing the "Edit" button. From the input window, the list window can be opened with the menu item "Search".

In order to insert business objects into the structure of a created classification key, they are simply dragged from another window, e.g. "Cost types" or "Articles", to the desired position in the structure using drag&drop.

To insert a sub-folder or to edit it and the underlying structure, select the corresponding sub-folder and choose the item "Sub-folder" from the "Edit" menu (you can also get this functionality by right-clicking on a sub-folder): you can choose between inserting a new sub-folder below the selected item or deleting the selected sub-folder or removing one in the business object from a sub-folder.

With very large structure trees it is often very tedious to move subfolders within the tree. Therefore, by selecting "Move subfolders" in a new window you can directly select the position to which the selected subfolder should be moved.

With "Expand subfolders" a subfolder is also deleted from the structure tree, but the contents of this subfolder (together with any other subfolders) are moved to the next higher node.

Remark: The menu for editing "subfolders" can also be obtained by right-clicking on the node to be edited.

Toolbar

Symbol	Description
	The input window is cleared.
	Changes to the object are saved.
	The displayed ordinal term object is deleted. Attention! The entire structure is deleted
	The temporal validity of the classification key is determined.
	Update list
	The displayed object is printed.

Fields

Field	Description
Definition
: Identification	(Unique) search expression of the keyword. This structure identification and/or the type (see next field) are used to identify structures from the programme code. For example, all reports are stored system-wide under the structure node "REPORTS".
Species	Assignment of classification terms. This type and/or the structure identification (see previous field) are used to identify structures from the programme code. For example, for financial accounting, the following types can be selected for the preselection of possible evaluations: "Balance sheet framework", "P&L", "BWA".
: Short name	Short name of the order term
: Allow multiple assignment	Indication whether an individual business object may be contained more than once in the structure of the evaluation group. It can thus be set, for example, whether a part may only be assigned to one or several part classifications at the same time. This is not provided as a standard setting.
Description	A detailed description of the classification key.
Structure	Tree view of the structure of the keyword (see display)
Display	-
: only folders	Only the structure is shown here. All subfolders are marked with the icon displayed for a structure object. In eckigen Klammern "[ xxx ]" wird die Anzahl der in einem Knoten kategorisierten Objekte ausgegeben
: categorised objects	In addition to the actual structure the (categorised) objects contained in it are also displayed with their respective symbol: Node for structured documents (account object of the structure node) Icons of the respective categorised object: e.g. for a company, for one order, etc. This option is deactivated for performance reasons if a node of the structure has more than 250 objects.
: structured objects	In addition to the "normal" structure with categorised objects, a further object is assigned to the object for structuring, but this does not represent a subordinate object. This type of structuring is done with a is shown. To create structured objects, drag and drop them onto the subfolder again, but this is only possible in the "Structured objects" view. To undo this connection, double-click on the subfolder, in the window that now appears (in which the current subfolder can be edited) you can edit the subfolder by clicking on the icon next to the "Structured object" field to disconnect the link.
Type of the first categorised object

Subfolder (default) input window

This window is used to maintain the subfolders (branches/nodes) of a classification term. Certain order terms (e.g. "CONTINOUS_STOCKTAKING" for dividing storage bins for permanent inventory) can have their own window definitions (see here).

Toolbar

Symbol	Description
	Set validity

Subfolder input window (perpetual inventory)

This window is used to maintain the subfolders (branches/nodes) of the special order term ("CONTINOUS_STOCKTAKING") for dividing storage bins for perpetual inventory. The difference to a standard sub folder is that no characteristics can be maintained and that a list of the inventories that have been carried out for this storage bin node is listed.

Toolbar

Symbol	Description
	Changes to the subfolder are saved
	Set validity

List window

The list window is used to list the classification terms.

Toolbar

Symbol	Description
	An empty input window opens.
	The current keyword is displayed in the input window. (also double-click on the classification term)
	All selected index terms are deleted.
	All classification terms are printed.
	All order terms are copied to the clipboard.
	All keywords are exported.

Selection window

This window is used to select an order term.

Parts analysis window

Window, which displays in a list the marked structure and all its substructures with the number of valid variants, substructures and individual parts. It also shows for the individual parts and sub-parts how many of them have not been moved for 36 months. The evaluation can be copied to the clipboard via the toolbar button and thus exported to Excel, for example.

Copy structure

This window is used to specify the options for copying an entire folder or a node.

Related topics

• Index
• Operations calendar
• Saved lists

Technical documentation

• Overview
• Implementation
• Quality assurance

• Structure base module
  • Structure editing module
  • Structure selection module

Overview

Basic module structure

Module name

cxStructure.mod

Classes

CX_STRUCTURE

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Structure editing module

App name

structureEdit.app

Classes

CX_STRUCTURE

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Structure selection module

App name

structureSelect.app

Classes

CX_STRUCTURE

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.