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Validity

Validity

Description

With this module the temporal validity of an object can be set. This time validity window is compared with the validity date specified in the system during each processing with this object. If an object is therefore "invalid", it is not displayed in lists by default, for example, or access to data of this object is no longer possible.

In the business environment, data in the manner described above are very often limited in time (e.g. customer no longer exists, product is no longer to be sold), but as a rule one piece of information is only replaced by another piece of information that is "newer" in time: the value added tax rate is increased from 1.1., a price table changes from a certain date, etc. In these cases it is possible to make a temporal concatenation of information or objects. This is made possible by the "Exchange objects" box. This box contains all the objects that are in a logical chronological order; depending on their validity, one object automatically replaces the other. It does not matter which object you are currently standing at, you will always receive the correct information at the right time.

    A validity period can be specified in three different ways:

    1. "Valid from": is indicated e.g. as"1.1.2015 -" with a "-" at the end to represent the open end of the period.
    2. "Valid until": is indicated e.g. as"- 31.12.2015" with a "-" at the beginning to represent the open start of the period.
    3. "Valid from-to": is indicated e.g. as"1.1.2015-31.1.2015" with a "-" between the start and end of the period. On the input mask this entry is made by clicking both boxes "Valid from" and "Valid to". If an object is valid on only one day (e.g. for currency tables), the date in the "Valid from" field is identical to the date in the "Valid to" field, e.g. "4.7.2015-4.7.2015".

    To chain objects over time, the objects in question must be dragged and dropped into the "Exchange objects" box. Then press the OK button.

    Rules/exceptions

    The following list specifies a number of rules or exceptions for which the validity cannot be set, or what happens if the validity of an object is restricted:

    Object type Validity cannot be set if...
    Partner (company, person) any partner function is still valid, unless the partner is replaced by a valid partner (exchange object)
    Partner function (customer, vendor, employee, etc.) open items are still available.

    If a partner no longer has any valid partner functions due to the invalid setting of partner functions, the system queries whether the partner should also be set invalid. If the answer to this question is "yes", the corresponding partner object is displayed in the validity mask for further processing after setting the invalidity for the last partner function

    part any part roll is still valid, unless the part is replaced by a valid part (replacement object)
    For more information, see Validity of parts and parts lists

    Validity of parts and parts lists

    For different scenarios that lead to the invalidity of a part, it may be useful to define different procedures for each:

    Scenario possible approach
    part may generally no longer be used (e.g. due to a safety risk), a replacement for this part is available The part is invalidated.

    The part is completely replaced with a replacement object, which leads to automatic changes in its part roles and in all parts lists. Production BOMs and postings remain unchanged.

    The part roles may also be invalidated and the "new" part roles (of the "new" part) stored there as their replacement objects

    If the "old" part is to remain available as long as it is in stock, this point in time can be reported automatically using the Parts KPI Auditor and the part can then be invalidated manually. A description of the options available and how these can be implemented can be found under Parts life cycle.
    Part runs out completely The part and all its part roles are invalidated.

    If a part without an exchange object is invalidated, the existing valid parts list items in which the part is used are displayed. From this window, you can set the items to invalid or adjust the parts lists. See

    If the "old" part is to remain available as long as it is in stock, the Parts KPI-Auditor can be used to automatically report this point in time and the part can then be manually invalidated. A description of the available options and how they can be implemented can be found under Parts Life Cycle.

    Part to be replaced by another part in certain parts lists The respective parts list items are invalidated and a "new" parts list item - with the new part - is added. It is not possible to use the new bill of material item as an exchange object for the invalid item.
    One parts list is to be replaced by another The parts list is invalidated and the new parts list is specified as the replacement object.

    When exploding parts lists, the new parts list of the exchange object is now used. Already exploded production parts lists and postings remain unchanged.

    Functionality

    Input window - Object validity

    Fields
    Field Description
    Object Object to which the validity data refer
    Period Time period in which the object is valid
    Valid from Date from which the object should be valid. Tomorrow's date (in relation to the session date) is offered by the system
    Valid until Date up to which the object should be valid. Yesterday's date (in relation to the session date) is offered by the system
    Validity last changed
    date Date of the last change of validity of the selected object
    User User who last changed the validity of the selected object. When saving via the OK button, this data is determined and saved on the object.
    Exchange objects Defines the objects to replace the original object in the invalid period.
    Buttons
    button Description
    Insert Insert exchange object
    Remove Remove replacement object
    OK Changes to the validity are saved. If no changes have been made, the button is locked.

    Input window - Attribute validity

    This app is used specifically to maintain the validity of attributes. This applies in particular to e.g. cost rates that are stored at the client or cost centres. It is therefore possible to specify the value for each attribute - depending on certain time periods.

    Fields

    FieldField description
    Attribute
    DesignationOutput of the name of the selected attribute.
    : Internal nameInternal name of the selected attribute
    : ValueCurrent value of the selected attribute
    : ValidityValidity of the selected attribute,.
    valuesOutput of the various values of the attribute. If a line is selected, its data can be edited in the details.
    Details
    ValueValue of the attribute.
    : ValidityValidity of the attribute. This should be compatible with the validity of the other values.
    Comment
    : type
    Buttons
    ButtonButton description
    InsertInsert new value
    RemoveRemove selected value
    SaveSave value.
    Back to-

    Display - access options in list windows

    The following options are available to specify the validity of an object as a search criterion.
    The radio buttons result in 4 possible combinations, which are described below. Only 1 radio button from each group can be selected at any one time, as these are conditional.

    Validity Options En

    With exchange object & valid objects: (default setting)

    All valid objects are displayed. If an object is invalid and has a valid exchange object, the exchange object is displayed. Invalid objects are not accessible here.

    Display in the list Object 1 (original object) Object 2 (exchange object)
    Object 1 valid no
    - invalid no
    Object 2 invalid valid
    - invalid invalid
    With exchange object & all objects:

    Display of all valid objects and all invalid objects that do not have a valid exchange object. It is not possible to access the original object if it has a valid exchange object at the time of the search. In this case the exchange object is always found. For invalid objects with invalid exchange objects, the original object is displayed. If this setting is selected, a column is added to the list which shows the validity of the objects.

    Display in the list Object 1 (original object) Object 2 (exchange object)
    Object 1 valid no
    Object 1 invalid no
    Object 2 invalid valid
    Object 1 invalid invalid
    Without exchange object & valid objects:

    The searched object must be valid at the time of the search to be found. If it is invalid and has a valid exchange object, the exchange object is ignored.

    Display in the list Object 1 (original object) Object 2 (exchange object)
    Object 1 valid no
    - invalid no
    - invalid valid
    - invalid invalid
    Without exchange object & all objects:

    The searched object must be valid at the time of the search to be found. If it is invalid and has a valid exchange object, it will be ignored. If you are looking for an invalid object with a valid exchange object, the original invalid object will be displayed. If this setting is selected, 2 columns are added to the list. The column "validity" shows the validity of the objects, the other "exchange object" shows if invalid objects have valid exchange objects and shows their number. If no valid or no exchange object exists the column remains empty.

    Display in the list Object 1(original object) Object 2(exchange object)
    Object 1 valid no
    Object 1 invalid no
    Object 1 invalid valid
    Object 1 invalid invalid
    Examples:

    Part 1 is valid and has no replacement object

    Search for part 1 results in
    Option Search result
    With exchange object & valid parts Part 1
    With exchange object & all parts Part 1
    Without exchange object & valid parts Part 1
    Without exchange object & all parts Part 1

    Part 1 is invalid and has no exchange object

    Search for part 1 results in
    Option Search result
    With exchange object & valid parts -
    With exchange object & all parts Part 1
    Without exchange object & valid parts
    -
    Without exchange object & all parts Part 1

    Part 1 is invalid and has valid exchange object Part 2

    Search for part 1 results in
    Option Search result
    With exchange object & valid parts Part 2
    With exchange object & all parts Part 2
    Without exchange object & valid parts -
    Without exchange object & all parts Part 1

    Part1 is invalid and has invalid exchange object Part2

    Search for part 1 results in
    Option Search result
    With exchange object & valid parts -
    With exchange object & all parts Part 1
    Without exchange object & valid parts -
    Without exchange object & all parts Part 1

    Related topics

    Technical documentation

    Validity by date Editing module

    Module name

    validity.mod

    Classes

    -

    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.

    Received messages
    Message Parameters Function Security
    EDIT_VALIDITY_BY_DATE Object whose validity is to be edited The validity of an object can be edited
    SHOW_VALIDITY_BY_DATE Object whose validity is to be edited The validity of an object can be viewed

    Sent messages
    Message Parameters Function Receiver module

    LIST_INVALID
    Normally, only valid objects are included in an object box. However, if this flag is set, invalid objects are also included and displayed.

    LIST_ORIGIN
    If an invalid object is inserted into a ListView and there is a valid replacement object, the valid replacement object is normally included. This flag prevents this, so that only the valid original object is included. The interaction with LIST_INVALID is explained in more detail below.

    Interaction LIST_INVALID with LIST_ORIGIN

    Without flags only valid objects are included, in case of invalid objects the valid exchange object. LIST_INVALID allows to include invalid objects, LIST_ORIGIN includes only the original object, not the exchange object.

    Presentation Flag
    U
    U with A    		 no flag
    U
    U with A
    U    		 LIST_INVALID
    U LIST_ORIGIN
    U
    U
    U with A    		LIST_ORIGIN & LIST_INVALID

    U / U ... original object valid / invalid
    ... the underlined object is displayed
    A ... valid exchange object

    Flags that are set with the options
    Option LIST_INVALID LIST_ORIGIN
    With exchange object & valid parts no no
    With exchange object & all parts yes no
    Without exchange object & valid parts no yes
    Without exchange object & all parts yes yes

    Operational business