The summary type is a function in SAP Business One that makes it possible to group and summarise document lines in purchasing and sales documents according to similar criteria.
Context: The function is only available on the „Content" tab for supporting documents of the „Article" document type. Users select the desired type from a drop-down list. There are three options to choose from:
- No summary (default value): The rows remain listed individually. This option also cancels any grouping that has already been carried out.
- By articlesSeveral lines with the same item are combined into a single line and the quantities are added together. The prerequisite for this is that all the lines concerned have exactly the same properties - i.e. the same price, the same description, the same warehouse and identical quantities. tax code.
- According to vouchersAll lines from the same base document are merged into one line. This shows the number and reference of the base document, while item-specific fields are hidden. This option is therefore particularly suitable if a target document - such as an invoice - is created from several base documents with numerous individual lines. Consequently, it cannot be used on the first document level (e.g. a pure offer), as there is no Basic document exists.
Demarcation: The summary type only affects the display and grouping of existing document lines - it does not change any posting logic or stock movements.
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