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Copyright 1998 SAP AG. All rights reserved. No part of this brochure may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. SAP AG further does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within these materials. SAP AG shall not be liable for any special, indirect, incidental, or consequential damages, including without limitation, lost revenues or lost profits, which may result from the use of these materials. The information in this documentation is subject to change without notice and does not represent a commitment on the part of SAP AG for the future. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, WINDOWS, NT, EXCEL and SQL-Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. OSF/Motif is a registered trademark of Open Software Foundation. ORACLE is a registered trademark of ORACLE Corporation, California, USA. INFORMIX-OnLine IRU 6$3 is a registered trademark of Informix Software Incorporated. UNIX and X/Open are registered trademarks of SCO Santa Cruz Operation. ADABAS is a registered trademark of Software AG. SAP, R/2, R/3, RIVA, ABAP/4, SAP ArchiveLink, SAPaccess, SAPmail, SAPoffice, SAP-EDI, R/3 Retail, SAP EarlyWatch, SAP Business Workflow, ALE/WEB, Team SAP, BAPI, Management Cockpit are registered or unregistered trademarks of SAP AG.

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The HR form editor is a tool used in Customizing for +XPDQ 5HVRXUFHV The HR form editor provides varies functions for creating and editing the forms used in the HR components. Forms are required for creating employee or enterprise-specific statements, for example: Remuneration statement Payroll account Wage type statement Statements

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The HR form editor (otherwise known as the form editor) has a number of advantages when compared with the existing procedure of using views in the Implementation Guide (IMG) for creating forms: The form editor is a central tool that is supported by the R/3 System. This means you can edit forms from different application components using the same tool. The procedures in the IMG contain a specific form structure for each form type. The structure of each form is broken down into several table-orientated substeps. The form editor has a graphical interface which serves as an overview screen for the form to be structured, for example, complete representation of individual information levels. In contrast to form creation in the IMG, you are now offered extensive navigation options. This gives you a better overview of the form creation process. A form can be created in several languages. The form editor undertakes the parallel maintenance of language-dependent sub-objects for the form [Page 21]. If, for example, you delete a line in a form, the R/3 System deletes this line in all existing language-dependent sub-objects for the form. The form editor now offers additional plausibility checks. The consistency of the form is checked in the R/3 System.

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You define the forms required in your enterprise within Customizing. The standard system provides particular forms and, if required, you can copy these, and them modify them to meet your requirements. The object form consists of individual sub-objects [Page 10]. You can use the form editor to perform the following activities: Copy a HR standard form to a customer form Copy, change, or delete the form language Create or change a form Change the attributes of a form

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Set up the form background Set up an individual field in a fixed position Create a window Create groups and subgroups in a window Create group text for a group in a window Set up the line layout in a window Set up cumulation identifier Set up text modules Set up rules Display, create, or change documentation Transport forms

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The HR form editor cannot copy forms to other clients. For more detailed information, please see the section entitled &OLHQW 'HSHQGHQF\ RI WKH +5 )RUP (GLWRU. The HR form editor can only be used for particular forms in the +XPDQ 5HVRXUFHV +5 application component, for example, remuneration statement, payroll account, payroll journal. The HR form editor does QRW support the following form classes: ;;;; IRU ZDJH W\SH LQGLFDWRUV '267 IRU VWDWLVWLFV IRU WKH SXEOLF VHFWRU &(5+ IRU GDWD HQWU\ DQG VWDWLVWLFV

Please note that you cannot edit a HR form using the functions in the IMG and the form editor at the same time. 6HH DOVR Accessing the HR Form Editor and Accompanying Documentation [Page 11] Client-Dependency of the HR Form Editor [Page 12]

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The REMHFW form consists of the following VXEREMHFWV: Attributes Background (information as form background) Window (information in a window) Group and subgroups in a window Group text for a group in a window

Individual fields (information in a fixed position) Line layout Cumulation identifiers Text modules Rules Documentation

These sub-objects can be edited using the form editor and hence the customer HR form is created.



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The following options are possible when using Customizing for creating or modifying forms: When using &XVWRPL]LQJ for Human Resources. For more detailed information, please see the IMG for 3D\UROO $FFRXQWLQJ In the )RUPV section, choose the appropriate form. When using the system-supported IRUP HGLWRU. ,QGLUHFW FDOO You can call up the form editor via the IMG for 3D\UROO $FFRXQWLQJ In the )RUPV section, choose +5 )RUP (GLWRU 'LUHFW FDOO If you know which HR form you want to edit, you can call the form editor via the command field. 1. In the command field, enter the transaction 3(. 2. Choose (17(5. The HR Form Editor: Initial Screen appears.

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There are two procedures for calling the GRFXPHQWDWLRQ on the form editor. 1. You are already in the form editor. Choose +HOS ([WHQGHG +HOS. The documentation on the form editor is displayed. 2. You are in an application component within Human Resources Management. Choose +HOS 5 /LEUDU\ 3HUVRQQHO $GPLQLVWUDWLRQ DQG 3D\UROO $FFRXQWLQJ 7RROV +5 )RUP (GLWRU The documentation on the form editor is displayed.

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This process describes the importance of the R/3 System clients for the HR forms. The standard HR system includes various forms that can be copied and modified if required. These standard HR forms can be found in the R/3 System client (000) and remain unchanged in this client, despite changes made in other clients. It is QRW possible to use the HR form editor to FRS\ IRUPV EHWZHHQ FOLHQWV. It is QRW possible to use the HR form editor to FRS\ IRUPV EHWZHHQ FOLHQWV.

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Please note the following steps before you actually create the HR form: 1. Use Customizing to copy the standard HR forms between clients. In the )RUPV section, choose &RS\ 6WDQGDUG )RUP You have copied the standard HR form from the R/3 System client (000) to your customer client using the step in Customizing. 2. SAP also recommends that you also copy this standard HR form to a customer form in the customer name range. Your customer form is then protected from unwanted changes during a release upgrade.

For more detailed information on the client concept in the R/3 System, please see +HOS 5 /LEUDU\ %DVLV &RPSRQHQWV %DVLV 6HUYLFHV&RPPXQLFDWLRQ 6W\OH DQG /D\RXW 6HW 0DLQWHQDQFH 6W\OHV DQG /D\RXW 6HWV &RQFHSWV &OLHQW DQG /DQJXDJH 9HUVLRQLQJ &RQFHSWV

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A standard HR form is available in the customer client for further editing. 6HH DOVR Copying a Standard HR Form to a Customer Form [Page 14]



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According to the SAP conventions, the form name has four characters and consists of the following parts: 1st character: for SAP forms: <country indicator>, for example, D for Germany for customer forms: Z, $, % (name range reserved for customers) 2nd character: indicates the form type, for example, F for remuneration statement

3rd and 4th character: sequential number of the form, for example, 01

The naming convention for the first character should always be used. This protects the form from unwanted changes during a release upgrade. We recommend that you also use the conventions for the other characters, since the individual forms can then be easily identified, for example, remuneration statement, payroll account, payroll journal.

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The procedure for copying HR standard forms to the customer name range in the customer client consists of two steps: 1. &RS\LQJ the standard HR form EHWZHHQ FOLHQWV using the appropriate activity in Customizing for the respective form. 2. &RS\LQJ the standard HR form as a customer form in the customer name range ZLWKLQ WKH FXVWRPHU FOLHQW. The following procedure describes how you use the form editor to copy the standard HR form to a customer form within the customer client:

It is not possible to use the form editor to copy between clients. You are in the initial screen of the form editor.

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1. In the &RXQWU\ *URXSLQJ and )RUP 1DPH fields, enter the data for the standard form you want to copy. 2. Choose &RS\ 3. In the 7DUJHW data group in the &RS\ )RUP dialog window, enter the &RXQWU\ *URXSLQJ and form name [Page 13]. In the standard system, the :LWK 'RFXPHQWDWLRQ field is flagged. This means that the documentation for the standard form is copied. If you do not want to copy the documentation, delete the flag in the :LWK 'RFXPHQWDWLRQ field. 4. Choose &RS\

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You have copied a standard form to your own name range within the customer client.



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You can set up the general form editor functions for editing subobjects when creating the form.

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The following description gives you an overview of the JHQHUDO IXQFWLRQV in the form editor. (GLWRU VHWWLQJV LQ WKH IRUP HGLWRU Choose 6HWWLQJV (GLWRU 6HWWLQJV The (GLWRU 6HWWLQJV dialog box appears. You can change the default values to suit your requirements. ,QVHUW PRGH When creating the form background, it is a good idea to flag the $IWHU &XUUHQW /LQH field in the ,QVHUW 0RGH data group. This allows you to insert blank lines at the beginning or end of the form background. &RQILUPDWLRQ SURPSW In the standard system, the &RQILUP 'HOHWLRQ function is flagged. If you choose the &DQFHO or 'HOHWH function when editing a sub-object, the form editor will display a confirmation prompt. This avoids losing data that has not yet been saved for the sub-object. The confirmation prompt cannot be deactivated with the &RQILUP 'HOHWLRQ function before leaving the form editor. 'RXEOHFOLFN When using the form editor to create a form, double-click a field or the window to display information on this sub-object.

Double-click any position in a window. The *URXSV LQ :LQGRZ dialog box appears. Double-click a selected individual field. The 'LVSOD\ ,QGLYLGXDO )LHOG dialog box appears. You should use this function when creating the complete form, since it allows you to quickly edit other sub-objects and you do not need to follow the usual menu path. 6HH DOVR The Double-Click Function in the HR Form Editor [Page 17] *RWR The *RWR function enables you to directly access the most important form sub-objects, for example, background, individual fields, or windows. 3RVLWLRQ XVLQJ OLQH DQG FROXPQ

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The form editor allows you to select any area of the form for editing. You use the /LQH and &ROXPQ fields to specify an exact position within this form area. This avoids the need for positioning using the upper or right frame bar. 6FUROO IXQFWLRQ When editing the sub-object, you can use the scroll functions to navigate between the previous and next sub-objects. The scroll function shows the following sub-objects one after the other: Attributes Background Individual fields Windows Line layout Cumulation identifiers Text (text modules) Rules

6HH DOVR Editing Multilingual Forms [Page 19]



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The table shows where and how you can use the double-click function for navigation.

6FUHHQ Display/change window Window overview Display/change groups in window Display/change groups in window Display/change groups in window Display/change structure of group Display/change structure of group Display/change structure of group Display/change individual field Display/change individual field Display/change individual field Display/change individual field Display/change individual field Display/change individual field Display/change individual field in line layout Display/change individual field in line layout Display/change line layout

'RXEOHFOLFN RQ Any position within window Any position in the line Group Entries Text lines Field: Line type or column type Field: Rule Field: Number of summands Any individual field Field: Text module Field: Rules &OLFN on Consists of Field: Output length Field: Conversion Field: Output length Field: Conversion Any position (not line type or column type)

'LDORJ ER[ DSSHDUV Display/change groups in window. Display/change groups in window. Display/change structure of group. Display/change structure of group. Display/change group text: Group. Display/change line layout Display/change rule Display/change structure of total. Display/change individual field Display/change text Display/change rules Display/change structure of total. Default value output length Default value conversion Default value output length Default value conversion Display/change individual field in line layout

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Display/change individual field in line layout Display/change individual field in line layout Display/change cumulation identifiers Display/change structure of total

Field: Text module Field: Rule Any field in the line Field: Rule

Display/change text Change rule Display/change structure of total. Display/change rule



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This process describes how you edit an HR form in several languages.

You have created the remuneration statement form ZF01 in German. Your enterprise has English-speaking employees, as well as German-speaking employees, therefore, you would like to create form ZF01 in English for these employees. By choosing /DQJXDJH &RS\, form ZF01 is also copied for English. The form can then be displayed in English or German, depending on the language chosen by the employee.

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Editing a form in a new language comprises two steps:  7KH IRUP PXVW H[LVW LQ DW OHDVW RQH ODQJXDJH You have copied the standard HR form to the customer name range as a customer form. Consequently, the form exists in at least one language. You can now copy the form in an additional language.

If you are not using a standard HR form, the form must be created again in the customer client in a language. For more information see &UHDWLQJ RU &KDQJLQJ WKH )RUP  7KH IRUP PXVW EH FRSLHG WR WKH QHZ ODQJXDJH As soon as an HR form is created in a new language, all language-dependent subobjects belonging to the form are also copied. The language-dependent subobjects for the form are created again in the R/3 System. In contrast, the language-independent subobjects [Page 22] for the form are only created once in the R/3 System. You must maintain the following form subobjects in the respective language since the text is QRW translated automatically: Form background Group text in windows Text modules Texts on cumulation identifiers

For more information on the form subobjects, see Information in the Form Background, Group Texts for a Group in a Window, Text Modules in the Form, and Cumulation Identifiers/Identifiers.

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The form is created in a new language and can be printed in several languages. 6HH DOVR Copying a Form to a Different Language [Page 23] Changing the Form Language [Page 24] Deleting the Form Language [Page 25] Creating a Form [Page 29] Form Attributes [Page 27]



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)RUP EDFNJURXQG The form background refers to everything distinguishing a printed form from an empty sheet of paper. This usually refers to text elements, for example, the name of the enterprise, the form name, and graphical elements, for example, lines. 7H[W PRGXOH A text module is any text created with a name. During the creation of the form, this text element can be accessed as often as required. *URXS WH[W Group text is text and/or graphics printed at the start and/or end of a data group, for example, Statutory deductions, or a group of lines. 7H[W RQ FXPXODWLRQ LGHQWLILHUV The cumulation identifier is the name of a total. Different values are collected from different areas within HR and then totaled. A customer long text and short text can be entered for each cumulation identifier. If you intend to print the cumulation identifier on the form, the text can also be printed next to the numerical fields.

This will be covered in more detail in later sections.

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:LQGRZ A window is a empty, rectangular area within a form. Particular attributes enable you to print information in a particular area without gaps. ,QGLYLGXDO ILHOGV Information in individual fields is variable. This means that personal or organizational data does not always have the same content on the form, for example, the name of the employee. The individual fields are always in the same place in the form. /LQH OD\RXW A line layout specifies which schema should be used for printing an individual line on the form. The layout contains the following data: 5XOHV The printing of information on the form can be set to meet particular conditions. These are stored in the R/3 System and evaluated by the HR form editor. Type of information (for example, text) Number of the data in the line (for example, text and/or amount) Printing information (for example line / column of information on the form, output length)

This will be covered in more detail in later sections.



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A form can exist in several languages. You would like to copy this form to another language.

It is only possible to copy a form in an additional language if you are in a dialog box where language-dependent sub-objects can be maintained. You are in the initial screen of the form editor.

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1. In the &RXQWU\ *URXSLQJ and )RUP 1DPH fields, enter the data for the form to be copied. 2. In the 6XEREMHFWV group, choose %DFNJURXQG, and then choose &KDQJH 3. If your form already exists in more than one language, the &KRRVH /DQJXDJH dialog box is displayed. Choose a language to be used as the source language when copying the form to another language. You access the %DFNJURXQG screen. 4. Choose (GLW /DQJXDJH &RS\ /DQJXDJH 5. In the 7DUJHW field in the dialog box, enter the language for which the form is to be copied and then confirm your entry. 6. Save your entries if you want to leave the editor.

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You have copied your form in a new language.

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You are editing language-dependent sub-objects in the form [Page 21]. The form editor enables you to change the form language when editing the form. The change to another language can take place in different editing steps. If you have made changes in a language, you can change to another existing language to make these changes in the other language.

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1. Choose (GLW /DQJXDJH &KDQJH. The &KDQJH /DQJXDJH dialog box appears. 2. In the /DQJXDJH field, enter the required language. 3. Edit the language-dependent sub-object in the chosen language. 4. Save your entries if you leave the form editor.

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You have changed the language in order to edit language-dependent sub-objects in the form.



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You are using the form editor to edit a form created in several languages. During the creation of the form, you want to delete the form in a language since it is no longer needed. It is possible to delete a form in a language for the following language-dependent sub-objects. Background Text modules Cumulation identifiers

During the editing of the form, the form must exist in at least one language. It is not possible to delete all form languages without deleting the complete form.

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1. You are in a language-dependent sub-object in the form. 2. Choose (GLW /DQJXDJH 'HOHWH /DQJXDJH The 'HOHWH /DQJXDJH dialog box appears. 3. Choose the language for which you want to delete the form. Confirm the entry. 4. If necessary, repeat steps 1 to 3 to delete the form in another language.

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You have deleted the form in a chosen language.

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The form editor also enables you to FUHDWH an HR form IURP QHZ, in other words, without using a copy of an standard HR form from the R/3 System client (000). You can also use the form editor to FKDQJH your customer form in the customer client. The following form sub-objects are particularly important: )RUP $WWULEXWHV ,QIRUPDWLRQ /HYHOV LQ WKH )RUP

6HH DOVR Form Attributes [Page 27] Information Levels in the Form [Page 31]



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The form attributes determine the processing parameters. They specify where and how the form is used in the R/3 System. If you want to create, copy, or edit a form, you should first maintain the form attributes.

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The attributes comprise the following fields: )RUP FODVV The form class defines the area in which the form is used. )RUP FODVV )RUP )RUP FODVV

Remuneration statement CEDT Payroll account Payroll journal and so on &RXQWU\ JURXSLQJ The country grouping determines the country in which the form is valid. Forms PXVW be assigned to a country. /LQHVFROXPQV You can maintain the /LQHV and &ROXPQV fields in the 0D[LPXP 6L]H group box. You specify the maximum size of the form using the number of lines and columns. This can be set and changed at the start. The maximum number of lines is  and the maximum number of columns is . You cannot make entries in the fields in the &XUUHQW 6L]H data group. Note that the current size of the form cannot be ODUJHU than the maximum size of the form. &RPSRVLWLRQ RI WKH FXUUHQW IRUP VL]H CKTO CLJN

7KH FXUUHQW VL]H RI WKH OLQH LV GHWHUPLQHG E\ WKH PD[LPXP QXPEHU RI VXEVHTXHQW IRUP VXEREMHFWV IRU WKH OLQH /LQHV Maximum Highest occupied line number in the form background Highest occupied line number of all individual fields Highest occupied line number of all windows

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7KH FXUUHQW VL]H RI WKH FROXPQ LV GHWHUPLQHG E\ WKH PD[LPXP QXPEHU RI VXEVHTXHQW IRUP VXEREMHFWV IRU WKH FROXPQ &ROXPQ Maximum Highest occupied column number in the form background %ODQN OLQH FRPSUHVVLRQ This function is currently only used with the form class &/-1 (new payroll journal (for example, USA). 3HUVRQ UHVSRQVLEOH Enter the person responsible for the form. $GPLQLVWUDWLYH LQIRUPDWLRQ The R/3 System enters the $GPLQLVWUDWLYH ,QIRUPDWLRQ for example, the &UHDWHG 2Q date and the /DVW &KDQJHG %\ 2Q $W) data. )RUP QDPH Note the general conventions for the form names [Page 13]. 6HH DOVR Creating a Form [Page 29] Changing the Form Attributes [Page 30] Highest occupied column number of all individual fields Highest occupied column number of all windows



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You would like to create an HR form from QHZ in the customer client.

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1. You are in the initial screen of the form editor. 2. Enter the &RXQWU\ *URXSLQJ and Form Name [Page 13]. Choose &UHDWH 3. In the 6SHFLI\ )RUP &ODVV dialog box, enter the required class for the form. Confirm your entries.

After the form is created, the form class cannot be changed. If you do need to change the form class, the form must be deleted and then created again. 4. In the &KDQJH $WWULEXWHV dialog box, enter the )RUP 1DPH 5. Save your entries if you want to leave the editor.

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You have created the required sub-objects for your form in the customer client, for example, form name, form class, country indicator. You can now continue to structure the form.

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If your customer form is a copy of a standard HR form, you will need to change the form attributes. The person responsible for the customer form will have changed or you may need to enter a new description for the form name. An existing form may also need to be changed in the customer client. You are in the initial screen of the form editor.

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1. Enter the &RXQWU\ *URXSLQJ and )RUP 1DPH. 2. In the 6XEREMHFWV group, choose %DFNJURXQG, and then choose &KDQJH 3. Change the attributes as required. 4. Save your changes if you leave the form editor.

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You have changed the attributes for your customer form in the customer client.



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The information printed on a form can be split into three separate levels. The three levels are usually combined in a form: Presentation of the information as the IRUP EDFNJURXQG Presentation of the information in a IL[HG SRVLWLRQ Presentation of the information in a ZLQGRZ

The form level depends on the type of information: Information that normally exists on a printed form, for example, the form header, or the enterprise name, is usually presented as the IRUP EDFNJURXQG. Variable information that is printed in the same place on every form, for example, the personnel number, can only be presented in a IL[HG SRVLWLRQ. Other information, for example, wage type information, is usually presented in ZLQGRZV. Only windows allow a variable arrangement of the information.

For more detailed information, please see Customizing for Payroll Accounting. Choose )RUPV 5HPXQHUDWLRQ 6WDWHPHQW 6HWWLQJ 8S 7KH )RUP 6HH DOVR Information in the Form Background [Page 32] Information in a Fixed Position [Page 39] Information in a Window [Page 48]

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The form background refers to everything distinguishing a printed form from an blank sheet of paper. This usually refers to text elements, for example, the name of the enterprise, the form name, and graphic elements, for example, lines.

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Information presented in the form background is printed in the same position on every form. This information does not change. The form background is a substitute for a printed form. If a printed form is used, a blank page with the corresponding number of lines must be set up. 6HH DOVR Setting Up the Form Background [Page 33]



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You have created an HR form with the form editor in the customer client, and you would like to structure the form background. Alternatively, you are using a copy of a HR standard form and intend to change the form background. You are in the Change Background [Page 38] screen.

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1. Structure the form to meet your requirements using text elements and/or graphical elements, for example, lines. 2. Save your entries if you leave the form editor.

If you are using a pre-printed form, the form background is HPSW\ and contains no information.

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You have created the background for your form in the customer client. 6SHFLDO IHDWXUHV LQ WKH IRUP EDFNJURXQG When editing the form background, please note the following special features: New Line / Copy Lines - Not Active [Page 34] Copying / Moving Lines in a Block [Page 35] Deleting Lines in a Block [Page 36] Navigating within the Form Background [Page 37]

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Note that the 1HZ /LQH and &RS\ functions are QRW DFWLYH if the maximum number of lines in the form is equal to the current number of lines in the form.

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1. Check the data in the form attributes. 2. If required, check the values in the 0D[LPXP 6L]H field group.



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The form background can only be edited line by line. You would like to maintain several lines in the form background together.

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1. Select the first line. 2. Select the last line.

The selected area does QRW change color 3. Choose &RS\ or &XW 4. Position the cursor on the line after which the lines to be copied or moved should be inserted. 5. Choose 3DVWH.

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You have copied or moved several lines in the form background.

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In the form background, it is only possible to delete ZKROH OLQHV. You would like to delete several lines in the form background together.

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1. Select the first line. 2. Select the last line.

The selected area does QRW change color. 3. Choose 'HOHWH

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You have deleted several lines in the form background.



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You would like to create a form background with a width of more than  FROXPQV.

Please note that the maximum number of columns in the form background is . The form editor offers you two navigation options when editing the form background.

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Choose /HIW )RUP 0DUJLQ or 5LJKW )RUP 0DUJLQ to navigate within the form background.

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Use the /LQH and &ROXPQ fields to navigate within the form background. You can move to any area in the form background by specifying a line and column.

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The area in the form background that is larger than 100 columns is displayed.

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You would like to access the &KDQJH %DFNJURXQG or the &KDQJH 7H[W screen.

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1. You are in the initial screen of the HR form editor. 2. Enter the &RXQWU\ *URXSLQJ and the )RUP 1DPH In the 6XE2EMHFWV group, choose 7H[W 0RGXOHV and then choose &KDQJH If your form already exists in more than one language, the &KRRVH /DQJXDJH dialog box appears. Select the language in which you want to edit the background. You are in the &KDQJH %DFNJURXQG or &KDQJH 7H[W screen. 3. Continue with the activity in the respective step.



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Information that meets the following criteria can be printed in fixed positions: The information content can be YDULDEOH. The information is printed in the VDPH SRVLWLRQ in the form.

The information printed in fixed positions is usually personal or organizational data, for example, the name or address of an employee, a personnel number, or the page number of the form. This information could also be an identifier [Page 41], for example, a wage type.

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In additional to variable information, information that is always printed in the same position and remains XQFKDQJHG can also be printed, for example, the text Personnel number. This information can be also set up in the form background instead of in a fixed position. Information in fixed positions is stored in LQGLYLGXDO ILHOGV in the R/3 System. The content of the individual fields can be printed on the form in a position of your choice. You can present LQGLYLGXDO ILHOGV as: Direct values Text modules [Page 65] Table fields

$VVLJQLQJ WKH LQIRUPDWLRQ LQ IL[HG SRVLWLRQV LQGLYLGXDO ILHOGV WR WKH IRUP OD\HU SDJH W\SH The individual fields information level can be broken down for easier understanding. A HR form can be thought of as individual overlapping layers of information. Individual fields can be assigned to each layer. An individual field in a fixed position PXVW be assigned to a layer. The form editor assigns the permitted layers to the form using the form class, for example, CEDT for the remuneration statement. These layers correspond to the SDJH W\SH.

The page types of an HR form are assigned to the respective form class, to which the HR form belongs. These are stored in a table in the R/3 System. When creating the form, it is not possible to create a new page type, or to change an existing page type. The remuneration statement form, for example, has three page types. The page types include: First page (FP) Each page (EP) Last page (LP)

The form layers (page types) for other HR forms can be structured differently. The number of page types can also differ.

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For more information on the page types for a form class, please see the IMG. Choose )RUPV and then the required form. 6HH DOVR Inserting a Page Type [Page 42] Displaying or Hiding a Page Type [Page 43] Deleting a Page Type [Page 44] Creating an Individual Field in a Fixed Position [Page 45]



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Identifiers are dependent on a form class. Examples of identifiers that can be used for creating forms are: Wage types, for example, the wage types included in the payroll result Cumulation identifiers created in the form editor Leave types Absence types Time quotas

Identifiers can be used in the following sub-objects: In individual fields Identifiers can be used for printing information in a fixed position in the form. In windows Groups and subgroups are set up for the structure of a window. Identifiers, for example, wage types, can be used in a subgroup. In cumulation identifiers Identifiers, for example, wage types, are included in totals formation.

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You have created a customer form and maintained the form attributes. To create the individual fields, you would like to assign the form page types belonging to the selected form class to the form.

If you are using a copy of a standard HR form, the individual fields are already assigned to the respective page types. You can, however, change the assignment of an individual field to a page type of your choice.

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1. Choose ,QGLYLGXDO )LHOGV &KDQJH. The &KDQJH ,QGLYLGXDO )LHOGV )RUP screen appears. 2. Choose (GLW 3DJH 7\SH ,QVHUW 3DJH 7\SH 3. Select the page type required to create your individual fields. 4. Choose ,QVHUW.

Please note that each individual field must be assigned to a page type.

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You have assigned the page types that belong to the customer form class and are necessary for creating the individual fields to your form.



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When creating the form, it can be useful to display or hide particular page types and the accompanying individual fields. If the form is large, you can hide one or more page types to make the form display clearer. The hidden page types and accompanying individual fields are only excluded from the form display. They are still physically assigned to the HR form and stored in the R/3 System.

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1. Choose ,QGLYLGXDO )LHOGV &KDQJH. The &KDQJH ,QGLYLGXDO )LHOGV )RUP dialog box appears. 2. Choose (GLW 3DJH 7\SH 6KRZ+LGH The 6SHFLI\ 3DJH 7\SHV dialog box appears. 3. Remove the flag for the page types you want to exclude from the form display. 4. Choose 6KRZ+LGH 3DJH 7\SHV

The 6SHFLI\ 9LHZ RI 3DJH 7\SHV dialog box displays the number of individual fields assigned to the respective page type.

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You have displayed or hidden a page type and the assigned individual fields for the form display.

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You would like to delete a page type and the accompanying individual fields for your customer form.

Please note that the deleted page type and corresponding individual fields are deleted from the R/3 System, and can no longer be used when creating the form.

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1. Choose ,QGLYLGXDO )LHOGV &KDQJH. The &KDQJH ,QGLYLGXDO )LHOGV )RUP dialog box appears. 2. Choose (GLW 3DJH 7\SH 'HOHWH 3DJH 7\SHV The 'HOHWH 3DJH 7\SHV dialog box appears. 3. Select the page type to be deleted. 4. Choose 'HOHWH.

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You have deleted a page type and accompanying individual fields.



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You intend to print a piece of information stored in an LQGLYLGXDO ILHOG in the R/3 System in a fixed position on your customer form. You have assigned the page types corresponding to the form class selected for the customer form to the HR form.

If you are using a copy of a standard HR form, the individual fields are already assigned to the appropriate page type. However, you can change this assignment if required.

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1. Choose the ,QGLYLGXDO )LHOGV sub-object. 2. Place the cursor on the line and column number, after which you want to create the individual field. 3. Enter the name of the interface format. Choose &UHDWH The ,QVHUW ,QGLYLGXDO )LHOGV dialog box appears. 4. In the 3DJH 7\SH field in the 3RVLWLRQ ,QIRUPDWLRQ data group, assign the selected page type to the individual field. In the 3ULQW ,QIRUPDWLRQ data group, select the individual field information to be printed (direct value, text module, or table value).

Please note that you should only make an entry in the ,GHQWLILHU field if table value information has been selected. 5. Choose 7UDQVIHU.

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You have set up an individual field in a fixed position on your form. The selected field is displayed on the form. 6SHFLDO IHDWXUHV RI LQGLYLGXDO ILHOG HGLWLQJ When editing an individual fields in fixed positions, please note the following special features: Copying / Moving Individual Fields in a Block [Page 46] Deleting Individual Fields in a Block [Page 47]

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You can use the form editor to copy or move several fields together. You would like to maintain several individual fields in a block.

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You can only copy or move individual fields together if they belong to an active page type. You have not excluded this page type from the form display.

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1. Select the start of the first individual field. 2. Select the end of the last individual field. All individual fields within the selected rectangle that belong to a page type are copied or moved.

The selected area does QRW change color. 3. Choose &RS\ or &XW 4. Place the cursor in the position after which the individual fields should be inserted.

The insertion area must not intersect with individual fields already existing in this area. 5. Choose ,QVHUW.

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You have copied or moved several individual fields in a block.



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You can use the form editor to delete several individual fields in a block.

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1. Select the start of the first field. 2. Select the end of the last field.

The selected area does not change color. 3. Choose 'HOHWH.

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You have deleted several fields in a block.

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A window is a empty, rectangular area within a form. A window has the following characteristics: Information in a window is only printed on the form if there is a value in the data record at the time of evaluation. The information in a window is printed without blank lines. As a result, it may appear in different lines within a form. Information in a window can be printed on several pages if required. This is the case if the number of lines defined in a window is smaller than the amount of information you need to print.

These characteristics allow you to display the information on the form without gaps.

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The amount of information can vary at the individual evaluation times. A specific piece of information may exist in the dataset to be evaluated at the given evaluation time, or the information may not be generated at the time of evaluation. For example. values such as identifiers [Page 41] may exist in the payroll result for one personnel number but not for another. If the information was printed in a fixed position, the form would be printed with gaps. To avoid this, this type of information is usually printed in a window. When creating the form, you have the option of using several windows. If you do use more than one window in a form, make sure that the windows do not overlap. If the windows do overlap, information is lost.

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The following subobjects are important when creating a window for a form: *URXS DQG VXEJURXSV LQ D ZLQGRZ *URXS WH[W IRU D JURXS LQ D ZLQGRZ

6HH DOVR Creating a Window [Page 49] Groups and Subgroups in a Window [Page 50]



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You have created the necessary form attributes, for example, form name, form class, country grouping, for your customer form in the customer client. An HR form can have one or more windows for displaying information.

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1. Choose the :LQGRZ sub-object. The &KDQJH :LQGRZ screen appears. 2. Place the cursor on the line and column number in the form where the upper left corner of the window should be positioned. 3. Choose &UHDWH. 4. Place the cursor on the opposite corner of the window on the form. 5. Choose 6HOHFW (QG 6. In the 6SHFLI\ :LQGRZ 1DPH dialog box, enter the new name for your window. Confirm your entry. 7. The defined window area is displayed.

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You have created a new window for your form.

The type of window display is determined by your selections 'LVSOD\ :LQGRZ $UHDV data group under 6HWWLQJV (GLWRU 6HWWLQJV You can determine how the window should be displayed. Choose *RWR :LQGRZ 2YHUYLHZ The :LQGRZ 2YHUYLHZ dialog box appears and a detailed overview of the windows used in the form is displayed. You can check and modify the size and position of the window. 6HH DOVR Groups and Subgroups in the Window [Page 50] Creating Groups and Subgroups in a Window [Page 51]

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Information, for example, identifiers [Page 41], that is to be displayed in a window on the form, can be grouped together in JURXSV. It is also possible to group information within a group into VXEJURXSV.

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The groups and subgroups of information determine the sequence of information, for example, wage types in the window. The combination of group and subgroup numbers determines this sequence. All information in a window belonging to the same group and subgroup is printed sequentially. Information groups with lower group numbers are printed before information groups with higher group numbers. This also applies to information groups in the subgroups.

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Different groups and subgroups are classified using numbers. *URXS QXPEHU The group number is a two-character value between  and . All information contained in a window is grouped together using a group number. The subgroup number is a two-character value between  and . All information contained in a group is grouped together into subgroups.

6XEJURXS QXPEHU

To simplify any subsequent insertion of information, it is advisable to enter the group numbers and subgroup numbers in large intervals, for example, 05, 10, 15. When editing a window, the groups, or subgroups for a form, you can use group text to present the information in the window in a clearer way. 6HH DOVR Creating Groups and Subgroups in a Window [Page 51] Group Text for a Group in a Window [Page 53]



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You have created a window for your HR form and you would like to assign one or more groups to this window.

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1. Choose the :LQGRZ sub-object, then choose &KDQJH. The &KDQJH :LQGRZ )RUP dialog box appears. 2. Position your cursor anywhere within the window. 3. Choose 'HWDLOV. It is also possible to double-click anywhere within the window area. The &KDQJH *URXSV LQ :LQGRZ dialog box appears. 4. Choose ,QVHUW /LQH. 5. In the *URXS dialog box, enter the number of the first group in your window. 6. Choose 7UDQVIHU.

If you choose &DQFHO any unsaved entries in the form sub-objects will be lost. Check the editor settings in the form editor, and make sure &RQILUP 'HOHWLRQ is flagged. You can use this procedure to create additional groups in a window.

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You have created a group in the window.

SAP recommends that you continue by creating the subgroup(s) for this group in the window.

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You have created a group for a window and you would like to create a subgroup for a group.

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1. You are in the &KDQJH *URXSV LQ :LQGRZ dialog box. 2. Place the cursor in the field containing the group number. 3. Choose 'HWDLOV or double-click in the field containing the group number. The &KDQJH 6WUXFWXUH RI *URXS dialog box appears. 4. Choose ,QVHUW /LQH

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5. Enter the required data for your subgroup, for example, the subgroup number, table, identifier [Page 41]. 6. Choose 7UDQVIHU.

If you choose &DQFHO any unsaved entries in the form sub-objects will be lost. Check the editor settings in the form editor, and make sure &RQILUP 'HOHWLRQ is flagged. You can use this procedure to create further subgroups for a group.

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You have created one or more subgroups for a group in a window.

SAP recommends that you continue by creating group text. 6HH DOVR Group Text for a Group in a Window [Page 53] Creating Group Text for a Group in a Window [Page 54]



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You can use group text to present the information in a window. Group texts are texts, for example, the text Statutory deductions, graphic elements, for example, lines, and/or blank lines.

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Group texts can be printed at the start and/or end of an information group. It is also possible to use group text within an information group. Each group text can consist of one or more lines. Group texts are always assigned to a window, for example, F1, and to a group, for example, 10.

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The following fields are important when creating group texts: ,QGLFDWRU The ,G indicator determines the position of the group text in the window and is dependent on the form class. For example, the remuneration statement has the form class &('7. The accompanying indicator Id can have the following entries: B identifies group text that is printed at the beginning of a group. E identifies group text that is printed at the end of a group.

The possible indicator entries for a form with a different form class can have a different appearance.

For more information, please see the IMG for 3D\UROO $FFRXQWLQJ Choose )RUPV and then the appropriate group text section for the form. &RQWLQXDWLRQ LQGLFDWRU The continuation indicator 1R numbers the lines in a group text. If the group text has only one line, enter  here. If the group texts have several lines, number the individual lines sequentially, starting with . Please note that a line layout must be defined for each group text created. If the line layout for a group text is missing, blank lines will be printed instead.

More detailed information on line layouts for group texts in the remuneration statement, payroll account, and the payroll journal can be found in the section entitled 6HW 8S +5 )RUP (GLWRU. 6HH DOVR Creating Group Text for a Group in a Window [Page 54] Line Layout in a Window [Page 56]

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You have created the following sub-objects in your form: Window Group Subgroup

You would like to use group text to present the information in a window.

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You would like to create group text for a group or subgroup. 1. You are in the Change Group Text [Page 55].screen. 2. Choose ,QVHUW /LQH. 3. Enter the required data (indicator, continuation indicator) and enter the group text (text or graphic elements) in the appropriate field. 4. Choose 7UDQVIHU. You can use this procedure to create additional texts for a group.

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You have created group text for a group in a window.

Please note that a line layout must be defined for each group text created. If the line layout for a group text is missing, blank lines will be printed instead.



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You would like to change group text.

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1. Choose the :LQGRZ sub-object. 2. If your form exists in more than one language, the &KRRVH /DQJXDJH dialog box appears. Select the language of the group text you want to edit. You are in the &KDQJH :LQGRZ screen. 3. Position the cursor anywhere within the window. 4. Choose 'HWDLOV. You can also double-click anywhere within the window. You are in the &KDQJH *URXSV LQ :LQGRZ dialog box. 5. Double-click on the *URXS field to access the &KDQJH 6WUXFWXUH RI *URXS screen. 6. Choose *URXS 7H[W. The &KDQJH *URXS 7H[W *URXS dialog box appears. 7. Continue with the activities in the next section.

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Individual lines in a window can have an identical layout. For example, it is possible that a window contains several lines in which the information text and then the amount appear in the same position. In this case, the information to be printed is not specified using printing data such as column and output length. Instead, OD\RXWV are defined for the structure of a line in a window.

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A line layout defines which schema is used to print an individual line on a form. The layout contains the following data: Type of information (for example, text) How much information is in the line (for example, text and/or amount) Printing information (for example, line / column on the form, and output length)

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Line layouts enable you to avoid entering redundant information, for example, a text, or an amount. This also applies to information such as column, output length, field conversion data, or offsetting data. Line layouts can be used more than once and they are assigned to all the information to be printed according to a particular schema. The layout is based on a line. One or more entries cane be created in a line layout. These entries determine whether a text and/or a value and/or accompanying data is printed. An entry always refers to specific information, in other words, an entry determined how a particular piece of information is printed in a line. A line layout can consist of just one entry, although line layouts usually consist of several entries.

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The following fields are important for setting up the line layout: Line type and column type Type of information in the line layout Print formatting options Rules Offset during printing

For more detailed information, please see the IMG under 3D\UROO $FFRXQWLQJ Choose )RUPV followed by the appropriate section on line layouts. 6HH DOVR Fields in a Line Layout [Page 57]



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The fields in the line layout determine the appearance and structure of a line printed in a window.

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You can use the following fields for a line layout: /LQH W\SH DQG FROXPQ W\SH A line layout is identified by the combination of line type and column type. The line type is a two-character numerical value chosen by you (01-99). The column type is a single-character value dependent on the form class. The column type 7 is used for group text in the remuneration statement.

7\SH RI LQIRUPDWLRQ LQ WKH OLQH OD\RXW The information in the line layout can be created as: 'LUHFW YDOXH A direct value is language-independent. It is printed on the form exactly as specified in the 'LUHFW 9DOXH field. Please note that each piece of information entered as a direct value can also be defined as a text module. This may be necessary if the information is longer than 10 characters and/or the information is required in several languages. You can enter the name of a text module (01-99) in the 7H[W 0RGXOH field. You have already defined the text module in the 7H[W 0RGXOH section. It is also possible to create a text module by double-clicking on the 7H[W 0RGXOH field in the &KDQJH 7H[W )RUP dialog box.

1DPH RI WH[W PRGXOH

7DEOH ILHOG The information to be printed is stored in a table. By specifying the table and table field, you can specify the exact information to be printed on the form.

3ULQW IRUPDWWLQJ RSWLRQV The form editor uses values from the R/3 System as the default values for the following options: Output length Conversion

You can modify the default values in the 2XWSXW /HQJWK and/or &RQYHUVLRQ fields according to your requirements. 5XOH If you want to print information that meets particular conditions, you can enter the name of the rule in this field. The rule controls how the information is printed and it is stored in the R/3 System. For more information please see the section entitled 6HWWLQJ 8S D 5XOH

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In particular cases you may want to print a field starting at a particular position instead of printing the whole field. In the 3ULQWLQJ 2IIVHW field, enter the position from which you would like to print the field. Consider a year, for example, 1998. You can suppress the two first characters on the form. Instead of 1998, only 98 is printed on the form for the year. 6HH DOVR Creating a Line Layout in a Window [Page 59]



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You have created the window, the groups, the subgroups and/or the group text for an HR form, and you would like to set up the line layout for the information to be printed in a window.

Line layouts can be set up using the form editor even though the window, group, subgroups and/or group text for the customer form have not yet been created.

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1. Choose the /LQH /D\RXW sub-object. You are in the &KDQJH /LQH /D\RXW screen. 2. Choose ,QVHUW /LQH. 3. Enter the required values for this line layout in the /LQH 7\SH and &ROXPQ 7\SH fields. 4. Place the cursor on the column at the start of the information to be printed, for example, wage type text, or amount. Choose &UHDWH The ,QVHUW ,QGLYLGXDO )LHOG LQ /LQH /D\RXW appears. 5. You can check or change the entries in the /LQH 7\SH&ROXPQ 7\SH fields in the 3RVLWLRQ 'DWD data group. In the 3ULQW 'DWD data group, specify the type of information (direct value, text module, or table value) to be used in the line layout. Check the default entries in the 3ULQW 2SWLRQV data group, and, if necessary, make changes. To display the default entries dialog boxes, double-click on the 2XWSXW /HQJWK and/or &RQYHUVLRQ fields. The output length or conversion values from the R/3 System and the modified values are displayed. If required, enter the name of a rule in the 5XOH field. To change the output length of the information to be printed, enter a value in the 3ULQWLQJ 2IIVHW field. 6. Choose 7UDQVIHU. The line layout is displayed.

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You have created a line layout in a window. You can repeat this procedure to enter further specifications for a piece of information.

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When creating a form. the editor enables you to use different values to form totals. The form editor uses cumulation identifiers and identifiers.

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&XPXODWLRQ LGHQWLILHU The cumulation identifier is the name of a total. Values from different areas within +XPDQ 5HVRXUFHV (HR) are totaled in the cumulation identifier. Cumulation identifiers are form-dependent. ,GHQWLILHU A summand is determined by a table name and the name of an identifier. The identifier contains a value from within HR. For example, the following identifiers are important in for forming totals: Wage type For example, wage types included in the payroll result. Other cumulation identifiers. Other cumulation identifiers that have been created before totals formation, are included in the total to be formed and are then printed on the HR form. The values that can be totaled depend on the selected form class.

You have already created a total with the cumulation identifier Z123 for the customer remuneration statement. You would like to use the total contained in the cumulation identifier Z123 again for totals formation. The result of the totals formation should appear as follows: Z456 = Z123 + MM10 To do this, you must set up the cumulation identifier, for example, Z456. 6WUXFWXUH RI WKH WRWDO FXPXODWLRQ LGHQWLILHU = Table ZRT RT Identifier Z123 MM10 Mathematical sign + +

Please note that the names of the cumulation tables, for example, ZRT is dependent on the form class.

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Cumulation identifiers are created for the formation of totals. These cumulation identifiers are then used when printing the form.



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Cumulation identifiers can be used in the following sub-objects: Individual fields (information in a fixed position) Windows

6HH DOVR Cumulation Identifiers [Page 62]

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In particular cases it may be necessary to display individual identifiers, for example, wage types, as totals on an HR form. When several identifiers are totaled, the individual identifiers are grouped together in a total and then stored in a cumulation identifier. Each cumulation identifier includes a customer cumulation identifier name, and the corresponding long text or short text.

Please note that the texts for the cumulation identifiers are IRUPGHSHQGHQW.

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The following cumulation types are important: &XPXODWLRQ RI XQVSOLW LGHQWLILHUV IRU H[DPSOH ZDJH W\SHV IRU WKH UHPXQHUDWLRQ VWDWHPHQW The mathematical sign must be specified for each wage type included in a cumulation. This specifies whether the wage type is positive (+) or negative (-) in the cumulation. &XPXODWLRQ RI VSOLW LGHQWLILHUV IRU H[DPSOH WKH ZDJH W\SHV IRU WKH UHPXQHUDWLRQ VWDWHPHQW Split and unsplit wage types can be included in a cumulation. If split wage types are included in a cumulation, existing wage type splits must be deactivated for the cumulation. Just as in summarization, deactivating a wage type split takes place using the 'VSOLW field (delete split). Different indicators are available for this field and these can be chosen in accordance with the type of wage type split concerned. For example, a work center/basic pay split can only be deactivated using the indicator A (work center/basic pay) or the placeholder * (asterisk, for all existing indicators). The placeholder * (asterisk) deactivates all existing splits for a wage type.

The 06, 6VSOLW (set split), and 'VSOLW (delete split) fields are form-dependent. For more detailed information, please see the section for the selected form in the IMG.

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In the ILUVW VWHS, you create the cumulation identifiers for totals formation. Enter a name for each cumulation identifier, for example, Z123, and the accompanying long text, or short text. In the VHFRQG VWHS, you assign the tables and identifiers to be included in the cumulation, for example, MM10 from RT, to these cumulation identifiers, for example, Z123. You also determine whether the identifier is included in the cumulation as a positive or negative value, and whether split or unsplit identifiers are taken into account. 6HH DOVR



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Totals Formation: Maintaining Cumulation Identifiers [Page 64]

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You can create cumulation identifiers even though you have not yet created a window, group, or subgroup, or group text for the customer form.

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1. Choose &KDQJH &XPXODWLRQ ,GHQWLILHUV. The &KDQJH &XPXODWLRQ ,GHQWLILHUV )RUP dialog box appears. 2. Choose 1HZ /LQH. Enter the appropriate data in the ,' FXPXODWLRQ LGHQWLILHU /RQJ 7H[W and 6KRUW 7H[W fields. 3. Choose 'HWDLOV or double-click the line. The &KDQJH 6WUXFWXUH RI &XPXODWLRQ dialog box appears. 4. Choose 1HZ /LQH. 5. Enter the appropriate in the in the fields required for totals formation, and for your form. For example, for the remuneration statement: Cumulation of XQVSOLW wage types Fields: 7DEOH, ,G (identifier), 06 (mathematical sign) Cumulation of VSOLW wage types Fields: WDEOH, ,G (identifier), 06 (mathematical sign), 6VSOLW (set split), or 'VSOLW (delete split) 6. Choose 7UDQVIHU You can also use this procedure to create or change additional cumulation identifiers for a customer form.

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You have maintained totals formation for the customer form. You have also assigned the identifiers to a cumulation identifier. You can use the cumulation identifiers in the individual fields and windows to print the cumulations on the HR form.



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Text modules contain one or more text elements, for example, Personnel Number, that can be combined with graphic elements. Text modules must be created for all information in a form meeting the following criteria: The information does not belong to the form background. The information is printed in the same place on each form, and the information does not change. The information is longer than 10 characters.

Text modules can also be created for information that meets the first two criteria and whose length is less than or equal to 10. This is recommended in the following cases: The form is required in several languages. The use of text modules ensures that the relevant form can be printed in several languages. The text modules belong to the language dependent sub-objects in the form and should be maintained on the respective form language. The information appears in several places on the form and can possibly be changed at a later point. In this case, the use of a text module reduces the work required when changing the form at a later point. Only the text module must be changed and not each entry, as would be the case if no text module were used.

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Text modules can only be used in the following sub-objects: ,QGLYLGXDO ILHOGV LQIRUPDWLRQ LQ D IL[HG SRVLWLRQ /LQH OD\RXW LQ D ZLQGRZ

The text modules contain information and are created in one language. The assignment of text modules takes place in the following procedure: Setting up individual fields in a fixed position The text module corresponds to information that is always printed in a fixed position in a form, for example, Leave Entitlement.

Setting up a line layout in a window The text module corresponds to information entered in the line layout for a piece of information, for example / .

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You have copied the customer form in the customer client in a new form language. The language-dependent )RUP %DFNJURXQG *URXS 7H[W and 7H[W 0RGXOH sub-objects have been maintained in the new form language. The form editor copies the assignment of the text modules to the ,QGLYLGXDO )LHOG LQ )L[HG 3RVLWLRQ and /LQH /D\RXW LQ :LQGRZ sub-objects for the new form language. You assign the text module to the specified sub-objects for the new language.

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You can create text modules even though other sub-objects, for example, the form background, window, groups, subgroups, group text, or line layout, have QRW yet been created for the customer form.

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You would like to create text modules for your form. 1. 2. You are in the Change Text Module [Page 38] screen. Choose 1HZ /LQH. Enter the text or graphic elements in the appropriate field.

3. In the 1R field, enter the key for the text module, for example, T1.

The text in the text module must not have a length greater than  characters. 4. Save your entries if you want to leave the form editor.

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You have created a text module for your customer form.

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The printing of information on a form can take place in accordance with particular conditions stored in the R/3 System and evaluated by the form editor. These conditions can be stored in the R/3 System as UXOHV. The rule controls the selection of the information. For example, a rule can specify that particular information should only be selected or printed if the value of this information is above a defined value. A rule can also specify that under certain conditions, a particular piece of information should be printed instead of another piece of information.

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Rules can be defined and then used for all variable information. This means for information that differs for employees. Variable information is created in the following sections: &UHDWLQJ DQ LQGLYLGXDO ILHOG LQ D IL[HG SRVLWLRQ &UHDWLQJ JURXSV DQG VXEJURXSV LQ D ZLQGRZ Creating a line layout

A rule is assigned using the rule number. This is then stored in the 5XOH and 1XPEHU fields specific sections.

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A rule can contain one or more lines. A rule line consists of the following FRPSRQHQWV. ,GHQWLILFDWLRQ FRPSRQHQW Rule Number

,) FRPSRQHQW This component contains the logical condition of a rule. It contains the following fields: Table Field name Offset Output length Comparison type Comparison operator First comparison value Second comparison value

7+(1 FRPSRQHQW This component stores the replacement values for a piece of information. The replacement values are taken into account if the condition specified in the IF component is met. The THEN component contains the following fields:



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Table Field name Position (column in form) Output length Conversion

6XEVHTXHQW FRPSRQHQW

This component controls the processing of further rule lines. The component includes the following field: 6HH DOVR Editing a Rule [Page 70] Subsequent rule indicator

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The ,) DQG 7+(1 FRPSRQHQWV form the core of a rule. They control the conditions under which variable information is printed. When the form is created, the form editor performs a comparison within the IF component for each piece of variable information assigned to a rule. There are two possible outcomes: The condition stored in the IF component is met. In this case, the THEN component is processed first. This means the replacement value stored there is taken into account. The subsequent component is then interpreted. The condition stored in the IF component is not met. In this case, the subsequent component is interpreted directly.

The VXEVHTXHQW FRPSRQHQW controls whether subsequent lines in a rule (if existing) should be processed. If several rule lines are processed for a rule, then replacement values stored in the same rule line are taken into account for each condition met. If several conditions are met, the relevant replacement values stored in the individual rule lines should be chosen. This avoids the parallel use of replacement values. If the specified condition is not met in any rule line, the information assigned to the rule is QRW printed on the form. 6HH DOVR Structure of the Components in a Rule [Page 71]



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The components of a rule, and the corresponding fields carry out the following functions: Identification component [Page 72] IF component (logical condition) [Page 73] THEN component (replacement value) [Page 75] Subsequent component [Page 76]

For more detailed information, please see the IMG for 3D\UROO $FFRXQWLQJ. Choose )RUPV 5HPXQHUDWLRQ 6WDWHPHQW 6SHFLDO 3URFHVVLQJ 5XOHV 6HH DOVR Creating a Rule [Page 77]

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The 5XOH field contains a two-character number (01-99) for each rule. You use this number to assign the rule to one or more pieces of variable information. The 1XPEHU field is used for numbering the rule lines. The numbering begins with 01 and is sequential.



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The logical condition in a rule specifies the conditions under which replacement values stored in the THEN component are used instead of the information that would normally be printed. Table The 7DEOH field contains the table name for the information the condition refers to. Field name The )LHOG 1DPH contains the name of the information the condition refers to. Select the field name to which the condition should be applied from the appropriate table. Offset You should make an entry in this field if only certain parts of the information entered in the )LHOG 1DPH field are to be included in the logical comparison. You enter a three-character value in the 2IIVHW field. This specifies the point from which the information is relevant to the comparison. Comparison length If you are using the 2IIVHW function, you should make an entry in the &RPSDULVRQ /HQJWK field. The &RPSDULVRQ /HQJWK contains a two-character value that determines the length for the comparison. Comparison type

You use the comparison type to specify whether a comparison of numerical values or of character strings takes place within the THEN component. The comparison type is a singlecharacter value with the following characteristics: C - Comparison of character strings N - Numerical comparison

Comparison operator

In this field, you enter the comparison operator to be used for the comparison performed within the THEN component. The comparison operator is a two-character value which can have the following characteristics: EQ - Equal NE - Not Equal GE - Greater or Equal GT - Greater Than LE - Less or Equal LT - Less Than BE - Between CS - Contains String

The following dependencies exist between the comparison type and the comparison operator:

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The comparison operator &6 can only be used in conjunction with the comparison type &. The comparison operators *(, *7, /(, and %( can only be used in conjunction with the comparison type 1. First comparison value You should enter the value against which the information stored in the )LHOG 1DPH field should be compared. The entry in this field can be a direct value, a constant, or a field from a field. Direct value If you enter a direct value, it must be preceded by an apostrophe which identifies the value as a constant value, for example, 1234. Second comparison value

You only need to make an entry in this field if the comparison operator BE (Between) is used. This is the case if the information stored in the )LHOG 1DPH field is to be compared against a specific range of values. The same entry options and restrictions apply to the 6HFRQG &RPSDULVRQ 9DOXH field as to the )LUVW &RPSDULVRQ 9DOXH field.



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This component contains the replacement values for the variable information to which the rule is assigned. The replacement values are printed if the condition in the THEN component has been met. Table In the 7DEOH field, enter the table names the condition refers to if the condition in the IF component is met.

Field name

The )LHOG 1DPH field contains the name of the information printed instead of the variable information is the condition in the IF component is met. Position In the 3RVLWLRQ field, specify the position from which the information should be printed. Output length The entry in the two-character 2XWSXW /HQJWK field determines the length of the information in the form. Conversion

With field names, it is possible to specify a conversion for the output of information.

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This component controls the processing of additional rule lines. The component contains the following field: Subsequent rule indicator



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Information to be printed on the form should be selected according to particular conditions.

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1. Choose the 5XOH sub-object. The &KDQJH 5XOH dialog box appears. 2. Choose 1HZ /LQH 3. Enter the required values for your rule in the individual fields. 4. Save your entries in case you want to leave the form editor.

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You have created a rule for selecting variable information for printing on the form.

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You can use the form editor to create documentation for your HR customer form in the R/3 System. This documentation contains specific information on the customer form.

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In principle, there are two possible ways to use the form documentation: 1. You have copied the documentation for a HR standard form from the SAP client to the customer client. You can modify or expand this text to suit your requirements. 2. Your HR customer form has been created from new and has no accompanying documentation. You have the option of developing the form using company-specific documentation. You can display, create, or change the documentation for an HR customer form or HR standard form.

You can access the documentation on the form editor via the Implementation Guide (IMG) for 3D\UROO $FFRXQWLQJ Choose )RUPV )RUP (GLWRU Choose +HOS ([WHQGHG +HOS to access the documentation on the form editor. 6HH DOVR Displaying, Creating, and Changing Documentation [Page 79] Transport Connection for the HR Form Editor [Page 81]



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You can display, create, or change the documentation for a customer form.

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After creating a customer form, you would like to create or change the documentation. 1. Choose *RWR 'RFXPHQWDWLRQ. 2. You access the editor. 3. Enter the text for your form documentation.

Note the formatting rules [Page 80] for the editor. 4. Save your documentation.

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You have created or changed the documentation for your customer form.

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The editor is line-based, therefore it is not possible to enter body copy. When entering text, you should keep to the column sections described below. Please note the following formatting rules when entering text for your documentation. )RUPDWWLQJ &ROXPQ 03 - 69 01 0HDQLQJ Documentation for the form, however no blank lines or underlining H: Header line B: Start of VHSDUDEOH block F: Start of LQVHSDUDEOH block X: If nothing else is displayed, an blank line is displayed 02 : Line is highlighted and bold



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You edit your HR form in Customizing, or in a test client. When the customer form has been edited, it must be transported from the Customizing client to the other clients in your R/3 System. The HR form editor has an automatic transport connection to perform the transport.

For more detailed information, please see the sections on the transport system and transport requests in the R/3 Library. Choose +HOS 5 /LEUDU\ %DVLV &RPSRQHQWV $%$3 'HYHORSPHQW :RUNEHQFK :RUNEHQFK 2UJDQL]HU 6HH DOVR Transporting an HR Form [Page 82]

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You have finished editing the HR customer form in Customizing, or in the test clients, and you would like to transport the customer client to the live clients in the R/3 System.

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1. Choose 7UDQVSRUW. The (QWHU &KDQJH 5HTXHVW dialog box. 2. You can choose the following functions: The 2ZQ 5HTXHVWV function, if you have already created a transport request in the R/3 System. The &UHDWH 5HTXHVW function to create a new transport request. 3. Save your transport request.

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You have assigned your HR form to a transport request for transporting to the live clients in the R/3 System.



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