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&RS\ULJKW© Copyright 1998 SAP AG. All rights reserved.

No part of this brochure may be reproduced or transmitted in any form or for any purpose withoutthe express permission of SAP AG. The information contained herein may be changed withoutprior 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 lostprofits, which may result from the use of these materials. The information in this documentation issubject to change without notice and does not represent a commitment on the part of SAP AG forthe future.

Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors.

Microsoft®, WINDOWS®, NT®, EXCEL® and SQL-Server® are registered trademarks ofMicrosoft 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 SAPAG.

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Creating a Form........................................................................................................................ 29Changing the Form Attributes .................................................................................................. 30

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Creating The Form Background ............................................................................................... 33New Line / Copy Lines - Not Active..................................................................................... 34Copying / Moving Lines in a Block ...................................................................................... 35Deleting Lines in a Block..................................................................................................... 36Navigating within the Form Background ............................................................................. 37Changing the Background / Changing Text ........................................................................ 38

,QIRUPDWLRQ�LQ�D�)L[HG�3RVLWLRQ �� Identifiers for Creating HR Forms............................................................................................. 41Inserting a Page Type .............................................................................................................. 42Displaying or Hiding a Page Type ............................................................................................ 43Deleting a Page Type ............................................................................................................... 44Creating an Individual Field in a Fixed Position ....................................................................... 45

Copying / Moving Individual Fields in a Block..................................................................... 46Deleting Individual Fields in a Block.................................................................................... 47

,QIRUPDWLRQ�LQ�D�:LQGRZ�� Creating a Window ................................................................................................................... 49Groups and Subgroups in the Window..................................................................................... 50

Creating Groups and Subgroups in a Window.................................................................... 51Group Text for a Group in a Window........................................................................................ 53

Creating Group Text for a Group in a Window.................................................................... 54


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Changing Group Text..................................................................................................... 55/LQH�/D\RXW�LQ�D�:LQGRZ �� )LHOGV�LQ�D�/LQH�/D\RXW ��

Creating a Line Layout in a Window......................................................................................... 597RWDOV�)RUPDWLRQ��&XPXODWLRQ�,GHQWLILHU �� &XPXODWLRQ�,GHQWLILHUV��

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Structure of the Components in a Rule .................................................................................... 71Identification Component..................................................................................................... 72THEN Component ............................................................................................................... 73THEN component................................................................................................................ 75Subsequent Component...................................................................................................... 76

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The HR form editor is a tool used in Customizing for +XPDQ�5HVRXUFHV��The HR form editorprovides 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 whencompared with the existing procedure of using views in the Implementation Guide (IMG) forcreating forms:

• The form editor is a central tool that is supported by the R/3 System. This means youcan edit forms from different application components using the same tool.

The procedures in the IMG contain a specific form structure for each form type. Thestructure 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 theform to be structured, for example, complete representation of individual informationlevels.

In contrast to form creation in the IMG, you are now offered extensive navigationoptions. This gives you a better overview of the form creation process.

• A form can be created in several languages. The form editor undertakes the parallelmaintenance of language-dependent sub-objects for the form [Page 21]. If, forexample, you delete a line in a form, the R/3 System deletes this line in all existinglanguage-dependent sub-objects for the form.

• The form editor now offers additional plausibility checks. The consistency of the formis checked in the R/3 System.

6FRSH�RI�)XQFWLRQVYou define the forms required in your enterprise within Customizing. The standard systemprovides particular forms and, if required, you can copy these, and them modify them to meetyour 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

/LPLWDWLRQV• The HR form editor cannot copy forms to other clients.

For more detailed information, please see the section entitled &OLHQW�'HSHQGHQF\�RIWKH�+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 andthe form editor at the same time.

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Accessing the HR Form Editor and Accompanying Documentation [Page 11]

Client-Dependency of the HR Form Editor [Page 12]


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)RUP��2EMHFW�DQG�6XE�2EMHFWVThe REMHFW�form consists of the following VXE�REMHFWV:

• 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 iscreated.


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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.

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You can call up the form editor via the IMG for 3D\UROO�$FFRXQWLQJ�

In the )RUPV�section, choose +5�)RUP�(GLWRU�

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If you know which HR form you want to edit, you can call the form editor via thecommand field.

1. In the command field, enter the transaction 3(��.

2. Choose (17(5.

The HR Form Editor: Initial Screen appears.

3URFHGXUH�IRU�'LVSOD\LQJ�WKH�'RFXPHQWDWLRQ�RQ�WKH�)RUP�(GLWRUThere 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 standardHR system includes various forms that can be copied and modified if required. These standardHR 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 touse the HR form editor to FRS\�IRUPV�EHWZHHQ�FOLHQWV.

3URFHVV�)ORZPlease note the following steps before you actually create the HR form:

1. Use Customizing to copy the standard HR forms between clients. In the )RUPVsection, choose &RS\�6WDQGDUG�)RUP�

You have copied the standard HR form from the R/3 System client (000) to yourcustomer client using the step in Customizing.

2. SAP also recommends that you also copy this standard HR form to a customer formin the customer name range. Your customer form is then protected from unwantedchanges 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��→�&OLHQWDQG�/DQJXDJH�9HUVLRQLQJ��&RQFHSWV�

5HVXOWA standard HR form is available in the customer client for further editing.

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Copying a Standard HR Form to a Customer Form [Page 14]


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)RUP�1DPHAccording to the SAP conventions, the form name has four characters and consists of thefollowing 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 fromunwanted changes during a release upgrade. We recommend that you also use the conventionsfor the other characters, since the individual forms can then be easily identified, for example,remuneration statement, payroll account, payroll journal.


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3UHUHTXLVLWHVThe procedure for copying HR standard forms to the customer name range in the customer clientconsists of two steps:

1. &RS\LQJ�the standard HR form EHWZHHQ�FOLHQWV using the appropriate activity inCustomizing for the respective form.

2. &RS\LQJ�the standard HR form as a customer form in the customer name rangeZLWKLQ�WKH�FXVWRPHU�FOLHQW.

The following procedure describes how you use the form editor to copy the standard HR form toa 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.

3URFHGXUH1. 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\�*URXSLQJand form name [Page 13].

In the standard system, the :LWK�'RFXPHQWDWLRQ�field is flagged. This means that thedocumentation 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\�

5HVXOWYou 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.

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Choose 6HWWLQJV�→�(GLWRU�6HWWLQJV�

The (GLWRU�6HWWLQJV�dialog box appears.

You can change the default values to suit your requirements.

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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 formbackground.

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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. Thisavoids losing data that has not yet been saved for the sub-object.

The confirmation prompt cannot be deactivated with the &RQILUP�'HOHWLRQ�function before leavingthe form editor.

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When using the form editor to create a form, double-click a field or the window to displayinformation 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 boxappears.

You should use this function when creating the complete form, since it allows you to quickly editother sub-objects and you do not need to follow the usual menu path.

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The Double-Click Function in the HR Form Editor [Page 17]

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The *RWR�function enables you to directly access the most important form sub-objects, forexample, background, individual fields, or windows.

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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 forpositioning using the upper or right frame bar.

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When editing the sub-object, you can use the scroll functions to navigate between the previousand next sub-objects.

The scroll function shows the following sub-objects one after the other:

• Attributes

• Background

• Individual fields

• Windows

• Line layout


• Text (text modules)

• Rules

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Editing Multilingual Forms [Page 19]


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7KH�'RXEOH�&OLFN�)XQFWLRQ�LQ�WKH�+5�)RUP�(GLWRUThe table shows where and how you can use the double-click function for navigation.

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Display/change window Any position within window Display/change groups inwindow.��

Window overview Any position in the line Display/change groups inwindow.��

Display/change groups inwindow

Group Display/change structure ofgroup.��


Entries Display/change structure ofgroup.��


Text lines Display/change group text:Group.��

Display/change structure ofgroup

Field:Line type or column type

Display/change line layout


Field:Rule

Display/change rule


Field:Number of summands

Display/change structure oftotal.��

Display/change individualfield

Any individual field Display/change individualfield


Field:Text module

Display/change text


Field:Rules

Display/change rules


&OLFN�on “Consists of” Display/change structure oftotal.��


Field:Output length

Default value output length


Field:Conversion

Default value conversion

Display/change individualfield in line layout

Field:Output length

Default value output length


Field:Conversion

Default value conversion

Display/change line layout Any position (not line type orcolumn type)



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Field:Text module

Display/change text


Field:Rule

Change rule

Display/change cumulationidentifiers

Any field in the line Display/change structure oftotal.��

Display/change structure oftotal

Field:Rule

Display/change rule


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3XUSRVHThis process describes how you edit an HR form in several languages.

You have created the remuneration statement form ZF01 in German. Yourenterprise has English-speaking employees, as well as German-speakingemployees, therefore, you would like to create form ZF01 in English for theseemployees. By choosing /DQJXDJH�→�&RS\, form ZF01 is also copied for“English”. The form can then be displayed in English or German, depending onthe language chosen by the employee.

3URFHVV�)ORZEditing a form in a new language comprises two steps:

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You have copied the standard HR form to the customer name range as a customerform. Consequently, the form exists in at least one language. You can now copy theform in an additional language.

If you are not using a standard HR form, the form must be created again in thecustomer 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-dependentsubobjects belonging to the form are also copied.

The language-dependent subobjects for the form are created again in the R/3System. In contrast, the language-independent subobjects [Page 22] for the form areonly created once in the R/3 System.

You must maintain the following form subobjects in the respective language since thetext 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 FormBackground, Group Texts for a Group in a Window, Text Modules in the Form,and Cumulation Identifiers/Identifiers.



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5HVXOWThe form is created in a new language and can be printed in several languages.

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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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The form background refers to everything distinguishing a printed form from an empty sheet ofpaper. This usually refers to text elements, for example, the name of the enterprise, the formname, 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 elementcan 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 areaswithin HR and then totaled. A customer long text and short text can be entered for eachcumulation identifier. If you intend to print the cumulation identifier on the form, the text can alsobe printed next to the numerical fields.

This will be covered in more detail in later sections.


/DQJXDJH�,QGHSHQGHQW�6XE�2EMHFWV�LQ�WKH�)RUP

�� -XQH��

/DQJXDJH�,QGHSHQGHQW�6XE�2EMHFWV�LQ�WKH�)RUP:LQGRZ

A window is a empty, rectangular area within a form. Particular attributes enable you to printinformation in a particular area without gaps.

,QGLYLGXDO�ILHOGV

Information in individual fields is variable. This means that personal or organizational data doesnot always have the same content on the form, for example, the name of the employee. Theindividual 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:

• 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, outputlength)

5XOHV

The printing of information on the form can be set to meet particular conditions. These are storedin the R/3 System and evaluated by the HR form editor.

This will be covered in more detail in later sections.


&RS\LQJ�D�)RUP�WR�D�'LIIHUHQW�/DQJXDJH

-XQH��

&RS\LQJ�D�)RUP�WR�D�'LIIHUHQW�/DQJXDJH

3UHUHTXLVLWHV

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 dialogbox where language-dependent sub-objects can be maintained.


3URFHGXUH1. 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 dialogbox is displayed. Choose a language to be used as the source language whencopying 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 becopied and then confirm your entry.

6. Save your entries if you want to leave the editor.

5HVXOWYou have copied your form in a new language.


&KDQJLQJ�WKH�)RUP�/DQJXDJH

�� -XQH��

&KDQJLQJ�WKH�)RUP�/DQJXDJH

3UHUHTXLVLWHVYou are editing language-dependent sub-objects in the form [Page 21]. The form editor enablesyou 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 makethese changes in the other language.

3URFHGXUH1. 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.

5HVXOWYou have changed the language in order to edit language-dependent sub-objects in the form.


'HOHWLQJ�WKH�)RUP�/DQJXDJH

-XQH��

'HOHWLQJ�WKH�)RUP�/DQJXDJH

3UHUHTXLVLWHV

You are using the form editor to edit a form created in several languages. During the creation ofthe 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


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

3URFHGXUH1. 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.

5HVXOWYou have deleted the form in a chosen language.


&UHDWLQJ�DQG�&KDQJLQJ�D�)RUP

�� -XQH��

&UHDWLQJ�DQG�&KDQJLQJ�D�)RUP

8VH

The form editor also enables you to FUHDWH�an HR form IURP�QHZ, in other words, without usinga 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]


)RUP�$WWULEXWHV

-XQH��

)RUP�$WWULEXWHV

'HILQLWLRQ

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

6WUXFWXUHThe 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 CKTO

Payroll journal CLJN

and so on

• &RXQWU\�JURXSLQJ

The country grouping determines the country in which the form is valid. Forms PXVWbe assigned to a country.

• /LQHV�FROXPQV

You can maintain the /LQHV�and &ROXPQV�fields in the 0D[LPXP�6L]H�group box. Youspecify the maximum size of the form using the number of lines and columns. Thiscan be set and changed at the start. The maximum number of lines is �� and themaximum 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 theform.

• &RPSRVLWLRQ�RI�WKH�FXUUHQW�IRUP�VL]H

7KH�FXUUHQW�VL]H�RI�WKH�OLQH�LV�GHWHUPLQHG�E\�WKH�PD[LPXP�QXPEHU�RI�VXEVHTXHQW�IRUPVXEREMHFWV�IRU�WKH�OLQH�

/LQHV

Maximum Highest occupied linenumber in the formbackground

Highest occupied linenumber of all individualfields

Highest occupied linenumber of all windows


)RUP�$WWULEXWHV

�� -XQH��

7KH�FXUUHQW�VL]H�RI�WKH�FROXPQ�LV�GHWHUPLQHG�E\�WKH�PD[LPXP�QXPEHU�RI�VXEVHTXHQW�IRUPVXEREMHFWV�IRU�WKH�FROXPQ�

&ROXPQ

Maximum Highest occupied columnnumber in the formbackground

Highest occupied columnnumber of all individualfields

Highest occupied columnnumber of all windows

• %ODQN�OLQH�FRPSUHVVLRQ

This function is currently only used with the form class &/-1�(new payroll journal (forexample, USA).

• 3HUVRQ�UHVSRQVLEOH

Enter the person responsible for the form.

• $GPLQLVWUDWLYH�LQIRUPDWLRQ

The R/3 System enters the $GPLQLVWUDWLYH�,QIRUPDWLRQ��for example, the &UHDWHG�2Qdate and the /DVW�&KDQJHG��%\��2Q��$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]


&UHDWLQJ�D�)RUP

-XQH��

&UHDWLQJ�D�)RUPYou would like to create an HR form from QHZ�in the customer client.

3URFHGXUH1. 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 thencreated again.

4. In the &KDQJH�$WWULEXWHV�dialog box, enter the )RUP�1DPH�

5. Save your entries if you want to leave the editor.

5HVXOWYou have created the required sub-objects for your form in the customer client, for example, formname, form class, country indicator. You can now continue to structure the form.


&KDQJLQJ�WKH�)RUP�$WWULEXWHV

�� -XQH��

&KDQJLQJ�WKH�)RUP�$WWULEXWHVIf your customer form is a copy of a standard HR form, you will need to change the formattributes. The person responsible for the customer form will have changed or you may need toenter a new description for the form name. An existing form may also need to be changed in thecustomer client.


3URFHGXUH1. 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.

5HVXOWYou have changed the attributes for your customer form in the customer client.


,QIRUPDWLRQ�/HYHOV�LQ�WKH�)RUP

-XQH��

,QIRUPDWLRQ�/HYHOV�LQ�WKH�)RUP

8VH

The information printed on a form can be split into three separate levels. The three levels areusually 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, orthe enterprise name, is usually presented as the IRUP�EDFNJURXQG.

• Variable information that is printed in the same place on every form, for example, thepersonnel number, can only be presented in a IL[HG�SRVLWLRQ.

• Other information, for example, wage type information, is usually presented inZLQGRZV. 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]


,QIRUPDWLRQ�LQ�WKH�)RUP�%DFNJURXQG

�� -XQH��

,QIRUPDWLRQ�LQ�WKH�)RUP�%DFNJURXQG

'HILQLWLRQ

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

8VHInformation presented in the form background is printed in the same position on every form. Thisinformation 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]


&UHDWLQJ�7KH�)RUP�%DFNJURXQG

-XQH��

&UHDWLQJ�7KH�)RUP�%DFNJURXQG

3UHUHTXLVLWHV

You have created an HR form with the form editor in the customer client, and you would like tostructure the form background. Alternatively, you are using a copy of a HR standard form andintend to change the form background.

You are in the Change Background [Page 38] screen.

3URFHGXUH1. 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 containsno information.

5HVXOWYou 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]


1HZ�/LQH��&RS\�/LQHV��1RW�$FWLYH

�� -XQH��

1HZ�/LQH��&RS\�/LQHV��1RW�$FWLYH

3UHUHTXLVLWHV

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

3URFHGXUH1. Check the data in the form attributes.

2. If required, check the values in the 0D[LPXP�6L]H�field group.


&RS\LQJ��0RYLQJ�/LQHV�LQ�D�%ORFN

-XQH��

&RS\LQJ��0RYLQJ�/LQHV�LQ�D�%ORFNThe form background can only be edited line by line. You would like to maintain several lines inthe form background together.

3URFHGXUH1. 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 beinserted.

5. Choose 3DVWH.

5HVXOWYou have copied or moved several lines in the form background.


'HOHWLQJ�/LQHV�LQ�D�%ORFN

�� -XQH��

'HOHWLQJ�/LQHV�LQ�D�%ORFNIn the form background, it is only possible to delete ZKROH�OLQHV. You would like to delete severallines in the form background together.

3URFHGXUH1. Select the first line.

2. Select the last line.

The selected area does QRW�change color.

3. Choose 'HOHWH�

5HVXOWYou have deleted several lines in the form background.


1DYLJDWLQJ�ZLWKLQ�WKH�)RUP�%DFNJURXQG

-XQH��

1DYLJDWLQJ�ZLWKLQ�WKH�)RUP�%DFNJURXQGYou 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.

3URFHGXUH��Choose /HIW�)RUP�0DUJLQ�or 5LJKW�)RUP�0DUJLQ�to navigate within the form background.

3URFHGXUH��Use the /LQH�and &ROXPQ�fields to navigate within the form background. You can move to anyarea in the form background by specifying a line and column.

5HVXOWThe area in the form background that is larger than 100 columns is displayed.


&KDQJLQJ�WKH�%DFNJURXQG��&KDQJLQJ�7H[W

�� -XQH��

&KDQJLQJ�WKH�%DFNJURXQG��&KDQJLQJ�7H[WYou would like to access the &KDQJH�%DFNJURXQG�or the &KDQJH�7H[W�screen.

3URFHGXUH1. You are in the initial screen of the HR form editor.

2. Enter the &RXQWU\�*URXSLQJ�and the )RUP�1DPH�

In the 6XE�2EMHFWV�group, choose 7H[W�0RGXOHV��and then choose &KDQJH�

If your form already exists in more than one language, the &KRRVH�/DQJXDJH dialogbox 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.


,QIRUPDWLRQ�LQ�D�)L[HG�3RVLWLRQ

-XQH��


'HILQLWLRQ

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. Thisinformation could also be an identifier [Page 41], for example, a wage type.

8VHIn additional to variable information, information that is always printed in the same position andremains XQFKDQJHG�can also be printed, for example, the text “Personnel number”. Thisinformation 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 theindividual 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��SDJHW\SH�

The individual fields information level can be broken down for easier understanding. A HR formcan be thought of as individual overlapping layers of information. Individual fields can beassigned 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, CEDTfor 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 whichthe HR form belongs. These are stored in a table in the R/3 System. Whencreating the form, it is not possible to create a new page type, or to change anexisting 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 ofpage types can also differ.



�� -XQH��

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]


,GHQWLILHUV�IRU�&UHDWLQJ�+5�)RUPV

-XQH��

,GHQWLILHUV�IRU�&UHDWLQJ�+5�)RUPVIdentifiers are dependent on a form class. Examples of identifiers that can be used for creatingforms 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, forexample, wage types, can be used in a subgroup.

• In cumulation identifiers

Identifiers, for example, wage types, are included in totals formation.


,QVHUWLQJ�D�3DJH�7\SH

�� -XQH��

,QVHUWLQJ�D�3DJH�7\SH

3UHUHTXLVLWHVYou have created a customer form and maintained the form attributes. To create the individualfields, you would like to assign the form page types belonging to the selected form class to theform.

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

3URFHGXUH1. 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.

5HVXOWYou have assigned the page types that belong to the customer form class and are necessary forcreating the individual fields to your form.


'LVSOD\LQJ�RU�+LGLQJ�D�3DJH�7\SH

-XQH��

'LVSOD\LQJ�RU�+LGLQJ�D�3DJH�7\SHWhen creating the form, it can be useful to display or hide particular page types and theaccompanying individual fields. If the form is large, you can hide one or more page types to makethe form display clearer.

The hidden page types and accompanying individual fields are only excluded from the formdisplay. They are still physically assigned to the HR form and stored in the R/3 System.

3URFHGXUH

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\SH�V��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\SH�V��dialog box displays the number of individualfields assigned to the respective page type.

5HVXOW

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


'HOHWLQJ�D�3DJH�7\SH

�� -XQH��

'HOHWLQJ�D�3DJH�7\SHYou would like to delete a page type and the accompanying individual fields for your customerform.

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

3URFHGXUH

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.

5HVXOW

You have deleted a page type and accompanying individual fields.


&UHDWLQJ�DQ�,QGLYLGXDO�)LHOG�LQ�D�)L[HG�3RVLWLRQ

-XQH��

&UHDWLQJ�DQ�,QGLYLGXDO�)LHOG�LQ�D�)L[HG�3RVLWLRQ

3UHUHTXLVLWHV

You intend to print a piece of information stored in an LQGLYLGXDO�ILHOG�in the R/3 System in afixed position on your customer form.

You have assigned the page types corresponding to the form class selected for the customerform to the HR form.

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

3URFHGXUH1. Choose the ,QGLYLGXDO�)LHOGV�sub-object.

2. Place the cursor on the line and column number, after which you want to create theindividual 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 selectedpage 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 valueinformation has been selected.

5. Choose 7UDQVIHU.

5HVXOWYou have set up an individual field in a fixed position on your form. The selected field is displayedon 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]


&RS\LQJ��0RYLQJ�,QGLYLGXDO�)LHOGV�LQ�D�%ORFN

�� -XQH��

&RS\LQJ��0RYLQJ�,QGLYLGXDO�)LHOGV�LQ�D�%ORFNYou can use the form editor to copy or move several fields together.

You would like to maintain several individual fields in a block.

3UHUHTXLVLWHV

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

3URFHGXUH1. 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 copiedor 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 thisarea.

5. Choose ,QVHUW.

5HVXOWYou have copied or moved several individual fields in a block.


'HOHWLQJ�,QGLYLGXDO�)LHOGV�LQ�D�%ORFN

-XQH��

'HOHWLQJ�,QGLYLGXDO�)LHOGV�LQ�D�%ORFNYou can use the form editor to delete several individual fields in a block.

3URFHGXUH1. 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.

5HVXOWYou have deleted several fields in a block.


,QIRUPDWLRQ�LQ�D�:LQGRZ

�� -XQH��

,QIRUPDWLRQ�LQ�D�:LQGRZ

'HILQLWLRQA 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 datarecord at the time of evaluation.

• The information in a window is printed without blank lines. As a result, it may appearin different lines within a form.

• Information in a window can be printed on several pages if required. This is the caseif the number of lines defined in a window is smaller than the amount of informationyou need to print.

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

8VH

The amount of information can vary at the individual evaluation times. A specific piece ofinformation may exist in the dataset to be evaluated at the given evaluation time, or theinformation may not be generated at the time of evaluation. For example. values such asidentifiers [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 avoidthis, 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 thanone window in a form, make sure that the windows do not overlap. If the windows do overlap,information is lost.

6WUXFWXUHThe 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]


&UHDWLQJ�D�:LQGRZ

-XQH��

&UHDWLQJ�D�:LQGRZ

3UHUHTXLVLWHV

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

3URFHGXUH1. 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 leftcorner 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.

5HVXOWYou 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 thewindow should be displayed.

Choose *RWR�→�:LQGRZ�2YHUYLHZ��The :LQGRZ�2YHUYLHZ�dialog box appearsand a detailed overview of the windows used in the form is displayed. You cancheck 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]


*URXSV�DQG�6XEJURXSV�LQ�WKH�:LQGRZ

�� -XQH��

*URXSV�DQG�6XEJURXSV�LQ�WKH�:LQGRZ

'HILQLWLRQInformation, 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.

8VHThe 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 thissequence. All information in a window belonging to the same group and subgroup is printedsequentially. Information groups with lower group numbers are printed before information groupswith higher group numbers. This also applies to information groups in the subgroups.

6WUXFWXUHDifferent groups and subgroups are classified using numbers.

• *URXS�QXPEHU

– The group number is a two-character value between ��and ��. All informationcontained in a window is grouped together using a group number.

• 6XEJURXS�QXPEHU

– The subgroup number is a two-character value between ��and ��. Allinformation contained in a group is grouped together into subgroups.

To simplify any subsequent insertion of information, it is advisable to enter the group numbersand 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 presentthe 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]


&UHDWLQJ�*URXSV�DQG�6XEJURXSV�LQ�D�:LQGRZ

-XQH��


3UHUHTXLVLWHV

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

3URFHGXUH�IRU�D�*URXS1. 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�isflagged.

You can use this procedure to create additional groups in a window.

5HVXOW

You have created a group in the window.

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

3UHUHTXLVLWHVYou have created a group for a window and you would like to create a subgroup for a group.

3URFHGXUH�IRU�D�6XEJURXS1. 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�



�� -XQH��

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�isflagged.

You can use this procedure to create further subgroups for a group.

5HVXOWYou 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]


*URXS�7H[W�IRU�D�*URXS�LQ�D�:LQGRZ

-XQH��

*URXS�7H[W�IRU�D�*URXS�LQ�D�:LQGRZ

'HILQLWLRQ

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

8VH

Group texts can be printed at the start and/or end of an information group. It is also possible touse 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.

6WUXFWXUHThe 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 theform class.

For example, the remuneration statement has the form class &('7. The accompanying indicatorId 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 differentappearance.

For more information, please see the IMG for 3D\UROO�$FFRXQWLQJ��Choose )RUPVand 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 oneline, 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 agroup text is missing, blank lines will be printed instead.

More detailed information on line layouts for group texts in the remunerationstatement, payroll account, and the payroll journal can be found in the sectionentitled 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]


&UHDWLQJ�*URXS�7H[W�IRU�D�*URXS�LQ�D�:LQGRZ

�� -XQH��

&UHDWLQJ�*URXS�7H[W�IRU�D�*URXS�LQ�D�:LQGRZ

3UHUHTXLVLWHV

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.

3URFHGXUHYou would like to create group text for a group or subgroup.

1. You are in the Change Group Text [Page 55].screen.


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.

5HVXOWYou 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 theline layout for a group text is missing, blank lines will be printed instead.


&KDQJLQJ�*URXS�7H[W

-XQH��

&KDQJLQJ�*URXS�7H[WYou would like to change group text.

3URFHGXUH1. Choose the :LQGRZ�sub-object.

2. If your form exists in more than one language, the &KRRVH�/DQJXDJH�dialog boxappears. 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.


/LQH�/D\RXW�LQ�D�:LQGRZ

�� -XQH��

/LQH�/D\RXW�LQ�D�:LQGRZIndividual lines in a window can have an identical layout. For example, it is possible that awindow contains several lines in which the information text and then the amount appear in thesame position. In this case, the information to be printed is not specified using printing data suchas column and output length. Instead, OD\RXWV�are defined for the structure of a line in a window.

'HILQLWLRQA 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)

8VHLine layouts enable you to avoid entering redundant information, for example, a text, or anamount. This also applies to information such as column, output length, field conversion data, oroffsetting data. Line layouts can be used more than once and they are assigned to all theinformation 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 entriesdetermine whether a text and/or a value and/or accompanying data is printed. An entry alwaysrefers to specific information, in other words, an entry determined how a particular piece ofinformation is printed in a line. A line layout can consist of just one entry, although line layoutsusually consist of several entries.

6WUXFWXUHThe 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]


)LHOGV�LQ�D�/LQH�/D\RXW

-XQH��


8VHThe fields in the line layout determine the appearance and structure of a line printed in a window.

6FRSH�RI�)XQFWLRQVYou 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 asspecified in the 'LUHFW�9DOXH�field.

– Please note that each piece of information entered as a direct value can also bedefined as a text module. This may be necessary if the information is longer than10 characters and/or the information is required in several languages.

• 1DPH�RI�WH[W�PRGXOH

– You can enter the name of a text module (01-99) in the 7H[W�0RGXOH�field. Youhave already defined the text module in the 7H[W�0RGXOH�section. It is alsopossible to create a text module by double-clicking on the 7H[W�0RGXOH�field in the&KDQJH�7H[W��)RUP��dialog box. �

• 7DEOH�ILHOG

– The information to be printed is stored in a table. By specifying the table and tablefield, 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 toyour requirements.

5XOH

If you want to print information that meets particular conditions, you can enter the name of therule in this field. The rule controls how the information is printed and it is stored in the R/3System. For more information please see the section entitled 6HWWLQJ�8S�D�5XOH�



�� -XQH��

3ULQWLQJ�RIIVHW

In particular cases you may want to print a field starting at a particular position instead of printingthe whole field. In the 3ULQWLQJ�2IIVHW�field, enter the position from which you would like to printthe 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]


&UHDWLQJ�D�/LQH�/D\RXW�LQ�D�:LQGRZ

-XQH��

&UHDWLQJ�D�/LQH�/D\RXW�LQ�D�:LQGRZ

3UHUHTXLVLWHV

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.

3URFHGXUH1. Choose the /LQH�/D\RXW�sub-object.

You are in the &KDQJH�/LQH�/D\RXW�screen.


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, forexample, 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 the3RVLWLRQ�'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, makechanges. 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/3System and the modified values are displayed.

If required, enter the name of a rule in the 5XOH�field. To change the output length ofthe information to be printed, enter a value in the 3ULQWLQJ�2IIVHW�field.

6. Choose 7UDQVIHU.

The line layout is displayed.

5HVXOWYou have created a line layout in a window.

You can repeat this procedure to enter further specifications for a piece of information.


7RWDOV�)RUPDWLRQ��&XPXODWLRQ�,GHQWLILHU

�� -XQH��

7RWDOV�)RUPDWLRQ��&XPXODWLRQ�,GHQWLILHUWhen creating a form. the editor enables you to use different values to form totals. The formeditor uses cumulation identifiers and identifiers.

'HILQLWLRQ&XPXODWLRQ�LGHQWLILHU

The cumulation identifier is the name of a total. Values from different areas within +XPDQ5HVRXUFHV (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 containsa 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, areincluded 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 thecustomer remuneration statement.

You would like to use the total contained in the cumulation identifier Z123 againfor 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 Identifier Mathematical sign

ZRT Z123 +

RT MM10 +

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

8VH

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


7RWDOV�)RUPDWLRQ��&XPXODWLRQ�,GHQWLILHU

-XQH��

Cumulation identifiers can be used in the following sub-objects:

• Individual fields (information in a fixed position)

• Windows

6HH�DOVR�

Cumulation Identifiers [Page 62]


&XPXODWLRQ�,GHQWLILHUV

�� -XQH��


8VHIn 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 aregrouped together in a total and then stored in a cumulation identifier.

Each cumulation identifier includes a customer cumulation identifier name, and thecorresponding long text or short text.

Please note that the texts for the cumulation identifiers are IRUP�GHSHQGHQW.

6FRSH�RI�)XQFWLRQV

The following cumulation types are important:

• &XPXODWLRQ�RI�XQVSOLW�LGHQWLILHUV��IRU�H[DPSOH��ZDJH�W\SHV�IRU�WKH�UHPXQHUDWLRQVWDWHPHQW�

The mathematical sign must be specified for each wage type included in acumulation. This specifies whether the wage type is positive (+) or negative (-) in thecumulation.

• &XPXODWLRQ�RI�VSOLW�LGHQWLILHUV��IRU�H[DPSOH��WKH�ZDJH�W\SHV�IRU�WKHUHPXQHUDWLRQ�VWDWHPHQW�

Split and unsplit wage types can be included in a cumulation. If split wage types areincluded in a cumulation, existing wage type splits must be deactivated for thecumulation.

Just as in summarization, deactivating a wage type split takes place using the 'VSOLWfield (delete split). Different indicators are available for this field and these can bechosen in accordance with the type of wage type split concerned. For example, awork center/basic pay split can only be deactivated using the indicator A (workcenter/basic pay) or the placeholder * (asterisk, for all existing indicators). Theplaceholder * (asterisk) deactivates all existing splits for a wage type.

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

$FWLYLWLHV

In the ILUVW�VWHS, you create the cumulation identifiers for totals formation. Enter a name for eachcumulation 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, forexample, MM10 from RT, to these cumulation identifiers, for example, Z123. You also determinewhether the identifier is included in the cumulation as a positive or negative value, and whethersplit or unsplit identifiers are taken into account.

6HH�DOVR�



-XQH��

Totals Formation: Maintaining Cumulation Identifiers [Page 64]


7RWDOV�)RUPDWLRQ��0DLQWDLQLQJ�&XPXODWLRQ�,GHQWLILHUV

�� -XQH��


3UHUHTXLVLWHVYou can create cumulation identifiers even though you have not yet created a window, group, orsubgroup, or group text for the customer form.

3URFHGXUH1. 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[Wfields.

3. Choose 'HWDLOV�or double-click the line.

The &KDQJH�6WUXFWXUH�RI�&XPXODWLRQ�� dialog box appears.


5. Enter the appropriate in the in the fields required for totals formation, and for yourform. 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 acustomer form.

5HVXOWYou have maintained totals formation for the customer form. You have also assigned theidentifiers to a cumulation identifier. You can use the cumulation identifiers in the individual fieldsand windows to print the cumulations on the HR form.



-XQH��

7H[W�0RGXOHV�LQ�WKH�)RUP

'HILQLWLRQText modules contain one or more text elements, for example, “Personnel Number”, that can becombined with graphic elements. Text modules must be created for all information in a formmeeting 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 doesnot change.

• The information is longer than 10 characters.

Text modules can also be created for information that meets the first two criteria and whoselength 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 severallanguages. The text modules belong to the language dependent sub-objects in theform and should be maintained on the respective form language.

• The information appears in several places on the form and can possibly be changedat a later point.

In this case, the use of a text module reduces the work required when changing theform at a later point. Only the text module must be changed and not each entry, aswould be the case if no text module were used.

8VHText 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 textmodules 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 fixedposition 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 pieceof information, for example “ / “.

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



�� -XQH��

6HH�DOVR�

Creating Text Modules [Page 67]

Rules for Choosing Information [Page 68]


&UHDWLQJ�7H[W�0RGXOHV

-XQH��

&UHDWLQJ�7H[W�0RGXOHV

3UHUHTXLVLWHVYou 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 thecustomer form.

3URFHGXUHYou would like to create text modules for your form.

1. You are in the Change Text Module [Page 38] screen.


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

Enter the text or graphic elements in the appropriate field.

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.

5HVXOW�You have created a text module for your customer form.


5XOHV�IRU�&KRRVLQJ�,QIRUPDWLRQ

�� -XQH��


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

8VHRules can be defined and then used for all variable information. This means for information thatdiffers 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�fieldsspecific sections.

6WUXFWXUH

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. Thereplacement values are taken into account if the condition specified in the IFcomponent is met. The THEN component contains the following fields:



-XQH��

– Table

– Field name

– Position (column in form)

– Output length

– Conversion

• 6XEVHTXHQW�FRPSRQHQW

This component controls the processing of further rule lines. The component includes thefollowing field:

– Subsequent rule indicator

6HH�DOVR�

Editing a Rule [Page 70]


(GLWLQJ�D�5XOH

�� -XQH��

(GLWLQJ�D�5XOH

8VHThe ,)�DQG�7+(1�FRPSRQHQWV�form the core of a rule. They control the conditions under whichvariable information is printed.

When the form is created, the form editor performs a comparison within the IF component foreach 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 isprocessed 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 subsequentcomponent is interpreted directly.

The VXEVHTXHQW�FRPSRQHQW controls whether subsequent lines in a rule (if existing) should beprocessed.

If several rule lines are processed for a rule, then replacement values stored in the same rule lineare taken into account for each condition met. If several conditions are met, the relevantreplacement values stored in the individual rule lines should be chosen. This avoids the paralleluse of replacement values.

If the specified condition is not met in any rule line, the information assigned to the rule is QRWprinted on the form.

6HH�DOVR�

Structure of the Components in a Rule [Page 71]


6WUXFWXUH�RI�WKH�&RPSRQHQWV�LQ�D�5XOH

-XQH��

6WUXFWXUH�RI�WKH�&RPSRQHQWV�LQ�D�5XOH

8VHThe 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]


,GHQWLILFDWLRQ�&RPSRQHQW

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8VHThe 5XOH�field contains a two-character number (01-99) for each rule. You use this number toassign 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 issequential.


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8VHThe logical condition in a rule specifies the conditions under which replacement values stored inthe 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 fieldname 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 )LHOG1DPH field are to be included in the logical comparison. You enter a three-character value in the2IIVHW�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 thecomparison.

• Comparison type

You use the comparison type to specify whether a comparison of numerical values or ofcharacter strings takes place within the THEN component. The comparison type is a single-character 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 withinthe THEN component. The comparison operator is a two-character value which can have thefollowing 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 comparisontype &.

The comparison operators *(, *7, /(, and %( can only be used in conjunction withthe comparison type 1.

• First comparison value

You should enter the value against which the information stored in the )LHOG�1DPH�field should becompared.

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 identifiesthe 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 aspecific 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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8VHThis component contains the replacement values for the variable information to which the rule isassigned. The replacement values are printed if the condition in the THEN component has beenmet.

• Table

– In the 7DEOH�field, enter the table names the condition refers to if the condition inthe IF component is met.

• Field name

The )LHOG�1DPH�field contains the name of the information printed instead of the variableinformation 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 theform.

• Conversion

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


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8VHThis component controls the processing of additional rule lines. The component contains thefollowing field:

• Subsequent rule indicator


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&UHDWLQJ�D�5XOHInformation to be printed on the form should be selected according to particular conditions.

3URFHGXUH1. 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.

5HVXOWYou 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/3System. This documentation contains specific information on the customer form.

8VH

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 tothe 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 accompanyingdocumentation.

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 ImplementationGuide (IMG) for 3D\UROO�$FFRXQWLQJ� Choose )RUPV��→�)RUP�(GLWRU� Choose +HOS→�([WHQGHG�+HOS�to access the documentation on the form editor.

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Displaying, Creating, and Changing Documentation [Page 79]

Transport Connection for the HR Form Editor [Page 81]


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'LVSOD\LQJ��&UHDWLQJ��DQG�&KDQJLQJ�'RFXPHQWDWLRQYou can

• display,

• create, or

• change the documentation for a customer form.

3URFHGXUHAfter 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.

5HVXOWYou have created or changed the documentation for your customer form.


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)RUPDWWLQJ�5XOHVThe editor is line-based, therefore it is not possible to enter body copy. When entering text, youshould keep to the column sections described below.

Please note the following formatting rules when entering text for your documentation.

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03 - 69 Documentation for the form, however no blank lines or underlining

01 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 beenedited, 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 systemand transport requests in the R/3 Library. Choose +HOS → 5��/LEUDU\�→�%DVLV&RPSRQHQWV�→�$%$3�'HYHORSPHQW�:RUNEHQFK�→�:RUNEHQFK�2UJDQL]HU�

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Transporting an HR Form [Page 82]


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

3URFHGXUH1. 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 theR/3 System.

The &UHDWH�5HTXHVW�function to create a new transport request.

3. Save your transport request.

5HVXOWYou have assigned your HR form to a transport request for transporting to the live clients in theR/3 System.

Documents

PE51.pdf