Managing SAP Layout

7/31/2019 Managing SAP Layout

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Work Instruction Managing Layouts

Process: Tips and Tricks

Sub-Process: Documents

Purpose

Use this procedure to manipulate the results and reformat the data as required for analysis. Layouts can be savedusing a user specific name for recall at a later time. Saved layouts are transaction specific.

TriggerPerform this procedure when reformatting the data results are required for analysis. Select data elements fromhidden fields and make necessary adjustment to position, placement and width of columns. PrerequisitesBefore beginning this task, obtain the following information:

• Access to transaction

• Transaction code of the report to be generated

• Data elements for generating transaction report Menu PathUse the following menu path(s) to begin this transaction:

• N/A Access from transaction generated reports, where applicable, select Settings Layout Example:FMRP_RFFMEP1AX

Transaction Code

N/A Helpful HintsReview the following:

• Use with other data manipulation functions such as; sort, filter, total and subtotal

• Layouts can be saved for use at a later time

• User specific layouts begin with a letter (A-Z). Available for recall by creator

• Standard layouts begin with “/”. Available for recall by all users

• Layout is also available using the menu path: Settings Layout

• Icon and buttons used

CHANGE LAYOUT icon = Allows for moving report data into a user specific format

SELECT LAYOUT icon = Allows for selecting a variety of layouts that have been saved for use at a later timeand changing, saving and managing the layouts

SAVE LAYOUT icon = Allows for saving of the data format

SORT ASCENDING icon = Selecting this icon will sort column from lowest to highest value

SORT DESCENDING icon = Selecting this icon will sort column from highest to lowest value

FIND icon = Selecting this icon initiates a search for text in the current document, screen or report

FIND NEXT icon = Selecting this icon continues the search for the next occurrence of text in the currentdocument, screen or report

REFRESH icon = Selecting this icon will update the document, screen or report with current data request.Refreshing updates the display to include any new entries since the last refresh

HIDE ALL FIELDS icon = Selecting this icon moves all columns, except LOCKED , to Hidden fields toolbox

HIDE SELECTED FIELDS icon = Selecting this icon moves selected column(s) to Hidden fields toolbox

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SHOW SELECTED FIELDS icon = Selecting this icon moves selected columns to Column selection toolbox

SHOW ALL FIELDS icon = Selecting this icon moves all columns to Column selection toolbox

COPY button = Selecting this button initiates the layout change request and displays results

CUT icon = Selecting this icon cuts the selected column and places it on the clipboard. Upon selection of thisicon the CLIPBOARD icon appears.

CLIPBOARD icon = Selecting this icon places the selected column(s) from the clipboard (CUT icon) to the selectedtoolbox

GET STANDARD LENGTH icon = Selecting this icon changes the length displayed to the standard length for theselected column in the Column selection toolbox

CLOSE icon = Selecting this icon cancels the layout change request




Procedure

1. Start the transaction.

Document Journal

2. After executing transaction, perform one of the following:If Then

changing layout into a userspecific format

complete steps 3 - 29

recalling or selecting apreviously saved or existing

layout


deleting a layout no longerneeded





Document Journal

3.Select the PRINT PREVIEW icon.




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4.Select the CHANGE LAYOUT icon.

Depending on the transaction used the dialogue box shown below may look different. Inthe Column selection toolbox the columns listed are displayed; the columns shown in theHidden fields’ toolbox are available for display. A general description on commonfunctionality and icons is provided in the Helpful Hints section of this document.




Change Layout: SAP Standard Layout Variant

5. As required, complete/review the following fields:

Field R/O/D Description

Column content R Columns available for display once moved to Columnselection toolbox. Select by highlighting the appropriatefield name (more than one field can be moved at a time).Select the SHOW SELECTED FIELDS icon to move fieldname to Column selection toolbox. Any column markedwith the LOCKED icon cannot be hidden or changed.

Example:

Pos. R The order in which the columns are displayed from left toright. Column positions may be moved by changing thenumber in the field and selecting the REFRESH icon.Highlighted positions cannot be changed.

Example:





Leng... R The number of characters that is displayed relative to thecolumn. The amount of characters can be changed.

Example:

Function icon R The system, by design sometimes performs a datamanipulation function when information is displayed. Thesymbol on the column indicates the function performed. Acheckmark indicates on which column the function isperformed.

Example:

Line width R The total number of characters that displayed. This totalis based on the length of each column.

Example:

List width R Line width of list. Line width of the current list in the listbuffer during list creation.

Example:





6.Select the SORT ASCENDING icon.

The following screen will display the Hidden fields toolbox sorted in ascending order.





7.Select the FIND icon.

Scan Field List






Find R Text criteria for search in the current document, screen orreport. Wild card characters can be used in the searchcriteria.

Example: TE*

Scan Field List

9.Select the CONTINUE icon.

The system will highlight the find based on the search criteria in the current document,

screen or report. Select the FIND NEXT icon continue the search for the nextoccurrence of text in the current document, screen or report.





10.Select the FIND NEXT icon.





11.Select the SHOW SELECTED FIELDS icon.

The selected column is moved to the Column selection toolbox. Note the line width fieldreflects the additional characters.





12. Select the Column Content SCROLLBAR.







Column content R Columns available for display once moved to Columnselection toolbox. Select by highlighting the appropriatefield name (more than one field can be moved at a time).Select the SHOW SELECTED FIELDS icon to move fieldname to Column selection toolbox. Any column markedwith the LOCKED icon cannot be hidden or changed.

Example: Terms of Payment





14.Select the COPY button.

The system will display the message “Layout copied” or “Layout applied”.




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15.Select the CHANGE LAYOUT icon.





16. To display report details in a 2 line format, select the Line 2 tab.

Note the tabs in the Column selection toolbox. The selection of these tabs allows theuser to display information from the Hidden fields toolbox in up to three lines of information.





17. Select the Hidden fields SCROLLBAR to view additional report items.





18. Select the applicable item from the Col. Content column.

















22. To display report details in a 3 line format, select the Line 3 tab.





23. Select the Hidden fields SCROLLBAR.





24. Select the applicable item from the Col. content column.














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27.Select the SAVE LAYOUT icon.

The layout is copied as selected. The information is displayed in three lines.

Layout: Save as...




28. Select the Layout field.



Layout R Name of the layout that impacts how planning informationis presented by the transaction using it. Note: User-specific layouts = must begin with a letter (A-Z). Theselayouts will be available to the creator only. Non-user-specific layouts = must begin with “/”.

Example: Training

User-specific R Initial variant flag. This value applies for list outputs forwhich user has explicitly specified. If initial variants canbe stored user-specifically, they take priority over user-independent ones. Note: Depending on user authority,

this indicator may default.

Example:

Description R Brief description of the item(s) to be purchased.Text toidentify and characterize an object or activity. OA ControlNumber (begin entering the control number on line 1 incolumn 1, most in the following format XXXX-XXXX.). Brief description of a variant. Layouts: A description for thelayout to be saved. Maximum length is 40 characters.

Example: Training SAP Standard Layout Variant

Sort criteria R Indicator that specifies a user has sorted the list based onat least one column. If deselected, the system will savethe layout without the sort user defined. Note: If this fieldis selected, the list has been sorted based on at least onecolumn. If this field is deselected, the system saves thelayout without the sorts defined.

Example:




Layout: Save as...

30.Select the SAVE button.

The system will display the message “Layout saved”.

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31. To recall or select an previously saved or existing layout, select the SELECT LAYOUT icon.

Layout: Choose

32. Select the Training layout.




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33.Select the DETAILS icon.




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34.Select the SAVE LAYOUT icon.

Layout: Save as...

35. Select the CLOSE icon.




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36.Select the SELECT LAYOUT icon.

Layout: Choose




37. Select the applicable layout. Example:

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38.Select the CHOOSE LAYOUT icon.




Layout: Choose

39. Select the applicable layout.

Layout: Choose

40.Select the DETAILS icon.




List Status: Display

41. Select the SCROLLBAR to view additional layout details.




List Status: Display


Layout: Choose





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44. To delete a layout, select Settings Layout Layout Management

Layouts can only be deleted by the person who created them.




Layout: Management

45.Select the USER LAYOUT button.




Layout: Management

46. Select the TRAINING checkbox.




Layout: Management

47.Select the DELETE icon.








51. Select the CLOSE icon.

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52.Select the EXIT icon until the SAP Easy Access screen appears.







Result

You have successfully completed the process to manipulate the results and reformat the data asrequired for analysis. Layouts can be saved using a user specific name for recall at a later time.