Enter Information per Individual Item

This document explains how to enter, update, and display information about an individual item.

Use it to create an information version for an individual item. The created version is locked and is considered the current version. Multiple information versions exist; however, only one version is considered the current version.



Information is entered per individual item.


Information contained in the individual item is used when you enter service orders, service assignments, and rental agreements.

Tax codes can be entered for an individual item, and are used in Vertex to ensure correct tax calculations.

How the System Is Affected

When the information for an individual item is entered, Service Order Header (SSHEAD) is updated.

Before you start

Follow these steps

After the basic data for the individual item is entered, you must enter information for each individual item.

Follow the steps below to enter information per individual item:

  1. Start 'Individual Item. Open' (SOS419/B1).

  2. Select an individual item from the list, or enter an individual item number and click option 13='Ind Item Info'.

    The panel sequence must be set to E.

    Note: When the Vertex solution for US Sales and Tax Calculation is integrated in M3 BE.

    When the SO (rental invoice order) is invoiced, the tax is calculated through Vertex. The Vertex solution is involved only where US Sales Tax is relevant for the division – when the Tax Method field in 'Company. Connect Division' (MNS100/G) is set to 3.

    The Tax Code is retrieved according to the following hierarchy:

    • For sales lines (line type 1, 2, 6), the tax code is retrieved from 'Item. Open' (MMS001).
    • For rental lines (line type 5, 7, 8), the tax code is retrieved from 'Individual Item. Open' (SOS419).

      This Tax Code can also be changed manually per line. For more information, refer to Enter Tax Code for Individual Item.

  3. Select option 1='Date', enter a date in the Date field in 'Individual Item. Connect Info Versions' (SOS270/B1), and click Create.

    Note:  All newly entered information values will be assigned to this date. Only one information version per date is allowed.

    The alternatives are:

    1='Date'. The date entered represents the date when this information version becomes valid.

    2='Info Version'. The date entered represents the information version that becomes valid.

  4. Enter a version number and a description in 'Individual Item. Connect Info Versions' (SOS270/E). Click Next.

    'Individual Item. Connect Info Versions' (SOS270/E) is displayed.

  5. Select the individual item from the list.

    To work with information values per individual item, specify option 11='Lines' or enter 1 in the panel sequence.

    To work with information blocks per individual item, specify option 12 ='Info blocks' or enter 2 in the panel sequence.

    To indicate that the information version is current, specify option 19 ='Lock info'.

    For more information, see Enter Information Values per Individual Item and Enter Information Blocks per Individual Item.

  6. Press F3='End/Close', to return to 'Individual Item. Open' (SOS419).

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