Infotype Configuration:
Click here to see these documents as PDF files. Chapters: Infotype Attributes - O er ie! "ime Constraints Infotype "e#ts "riggers for $etro-accounting Country %pecific Infotypes
Infotype %creen &odification
Exercises:
Infotype Texts - Exercise Country %pecific Infotypes - '#ercise Infotype %creen &odification - '#ercise
Solutions: Infotype Texts - Solution Country Specific Infotypes - Solution Infotype Screen Modification - Solution
Infotype Attributes
Overview Infotypes beha e in particular !ays due to their configuration settings. "his !ill affect default dates( retro triggers( te#ts( time constraints and other areas. "his section e#plains ho! to configure infotypes to !ork the !ay you re)uire( and e#plains the arious settings a ailable. The Configuration To configure the attributes of an infotype, click through the IMG: !"c IMG Personnel Management Personnel Administration Customizing Procedures Infotypes ! Click the first option # $Infotypes% &or use 'ie( )*T+,-./! 0ou are presented (ith a list of infotypes! 1ouble click into the one you (ish to change and the follo(ing screen (ill be displayed:
2ere (e see 'arious fields (hich affect the infotype beha'iour! The si3ple (ay to learn 3ore about these is click into the field you are interested in and click help or 456 and so3eti3es clicking the drop do(n button at the side of the field (here appropriate! To read in 3ore detail (hat so3e of the settings do, read through the follo(ing chapters: "ime Constraints Infotype "e#ts "riggers for $etro-accounting
Infotype Configuration - "ime Constraints
Overview Ti3e constraints control ho( an infotype beha'es (hen you create, change and delete an infotype for an e3ployee! Each infotype has it%s o(n ti3e constraint setting! 7asically, it controls the 'alidity period of an infotype: e!g! an e3ployee al(ays has to ha'e an infotype 888, 7asic 9ay record, so if you try to delete it, the syste3 (ill not allo( it! :either can an e3ployee ha'e t(o acti'e basic pay records! 2o(e'er, (hen you consider infotype 885; <e3inder 1ates, the e3ployee can ha'e none, or 3any, including 3ore than one on a particular day! Ti3e Constraints for so3e infotypes are set for the subtype! 4or exa3ple infotype 88-5 4a3ily=<elated 9erson, you 3ay only ha'e one spouse, but 3any children! &depending on (hich country you li'e in>/! Configuration To configure the ti3e constraints for an infotype use the IMG: 4.6c IMG Personnel Management Personnel Administration Customizing Procedures Infotypes ! Click the first option # $Infotypes% &or use 'ie( )*T+,-./! 2ere, you are presented (ith a list of infotypes! 1ouble click into the one you (ish to change and the follo(ing screen (ill be displayed:
0ou (ill see the ti3e constraint at the top left :
To change the ti3e constraint, si3ply click into the field and a3end as re?uired! Time Constraint Values * or blank , +o time constraint Infotype can not ha e gaps in alidity dates( no infotypes can o erlap. e.g. Infotype ***,( must al!ays e#ist and cannot ha e more than one at any time. Infotype can ha e gaps in dates( but no o erlappings e.g. Infotype **,. "ra el Pri ileges( does not ha e to e#ist( but if it does(
there cannot be more than one at a time. / A 7 Can ha e gaps( and can ha e more than one at a time i.e. may o erlap. e.g. Infotype **-- 'ducation or **-/ Other( Pre ious 'mployers Infotype must e#ist( and only for all time 01an , st ,2** to /,st Dec -**-3 e.g. Infotype ***/ Payroll %tatus Sa3e as ., but the infotype does not ha'e to exist! If it does exist it 3ust be for all ti3e! :ot often used! Ti3e constraint based on subtype &see belo(/ e!g! 888" .ddress, 88-5 <elated=4a3ily, 885 <ecurring 9ay=1ed Ti3e constraint for Ti3e Manage3ent Infotypes according to the configuration in table T++ 0 e!g! Ti3e infotypes -885, -88-, -88AB!
T @
Infotype "e#ts
Chen 3aintaining an infotype, so3eti3es there is a re?uire3ent to enter additional infor3ation=text! .n exa3ple - go to infotype 888, for a test e3ployee, and click as sho(n:
Dsing this (ill display the follo(ing screen:
4ere you enter your te#t and sa e it. 5hen the infotype is displayed( you !ill see the indicating te#t has been entered:
icon
To display the text, si3ply click the icon! Enly certain infotypes ha'e this facility enabled! If you (ant to be able to 3aintain text for an infotype that does not ha'e the $3aintain text% facility, it can easily be changed as follo(s: Configuring which infotypes have text: Dse SMA5 (ith 'ie( )*T+,-. or IMG: Personnel Management Personnel Admin Customizing procedures Infotypes Infotypes , and click $infotype% in the sub3enu! 2ere, double click into an infotype you are interested in to display the infotype setup screen:
The field (e are interested in for this text is $text allo(ed%! Si3ply tick or un-tick to enable or disable text entry!
Infotype Configuration - $etro Calculation "riggers
Overview Chen changes are 3ade to e3ployee data, it 3ay ha'e an effect on their pay or ti3e e'aluation data (hich (ill be calculated the next ti3e the 9ayroll and=or Ti3e E'aluation is run! 2o(e'er, so3eti3es the data change (ill be for a previous pay=ti3e period! e!g! a user 3ay change the e3ployeeFs (ork schedule fro3 - 3onths ago (hich can affect payroll and ti3e 3anage3ent results! Chen this happens the next ti3e payroll=ti3e e'aluation is run, the syste3 needs to kno( ho( far back to run! 4or the syste3 to deter3ine ho( far back the ti3e e'aluation and payroll should go, the effecti'e dates are stored in infotype 888A as sho(n
The field FEarliest MD changeF is used by the payroll calculation dri'er to deter3ine ho( far back into pre'ious periods it should run! The date is re3o'ed by the payroll (hen calculation is co3plete! The field F DC recalculationF stores the recalculation date for time evaluation! Chen ti3e e'aluation is co3plete, this date (ill be set to the first day that has not been e'aluation e!g! to3orro(!
Configuration To set up (hich infotypes affect the ti3e e'aluation and payroll retro dates, use the IMG: !"c IMG Personnel Management Personnel Administration Customizing Procedures Infotypes ! Click the first option # $Infotypes% &or use 'ie( )*T+,-./! 2ere, you are presented (ith a list of infotypes! 1ouble click into the one you (ish to change and the follo(ing screen (ill be displayed:
"he fields for 6Retroactive accounting triggers6 can be seen in the middle section. "hey are e#plained in detail belo!. Payroll Retro Fields for payroll calculation retro:
If you tick the field 6Entry before ERD6 it !ill be possible to make infotype changes to data !hich is 7'FO$' the earliest retro accounting date for payroll( as dictated by the payroll control record and the employee6s infotype ***/ field . "hese data changes( !ill update the field 6'arliest &D change6 in infotype ***/. "he field Retr.acct.payr. R means retro data changes are allo!ed and the date !ill be set for the employee6s infotype ***/ 6earliest.pers.$A.date6. Changes to the data for an employee !ill force the payroll to retrocalculate back to the effecti e date of the change. T means retroacti e accounting is field-dependent according to entries in table "8229. "his can be useful for infotypes !here only certain fields should trigger retro calculation. For e#ample( you may like to be able to change infotype ***, for an employee !ithout it triggering payroll recalculation( but !hen the personnel subarea is changed( then you DO !ant to force payroll recalculation. I note if the infotype should not trigger retroacti e accounting( lea e it 7:A+;. Time Retro Fields for time e aluation retro:
If you tick the field 6Entry of RA limit time6 it !ill be possible to make infotype changes to data !hich is 7'FO$' the earliest retro accounting date for time e aluation. i.e. you !ill be able to go back and make changes to data !hich is before the earliest allo!ed date for the person as dictated by infotype ***/( field 6earliest.pers.rec.date6. "hese data changes( !ill update the time e aluation retro date in infotype ***/. "he field Retr.acct.PDC is similar to the payroll field <ust mentioned( but it relates to retro-run of time evaluation. "he settings $ and " are the same. Click to 6Fields For $etroacti e Accounting6 for more information. If the infotype should not trigger retro-calculation( these fields should be left blank. Permissibility of retro
"hese fields determine if retrospecti e changes to the infotype are allo!ed. 'ach is e#plained belo!. Past entry all. %ets if infotype changes are allo!ed in the payroll past i.e. can you make changes to data !hich relate to a date for !hich a payroll has already been run. 'nter: blank +o check for entries in payroll past = 'ntries in payroll past are permissible ' 'ntries in payroll past are not permissible "his field is not often used. If you place a 5 here( you !ill be able to make changes to infotype date !hich relates to a time !hen the employee has no alid infotype ***,. For e#ample a ta# infotype alid for a year( e en if the employee
No org.assign
only <oined part !ay through the year. >sing the 5 !ill enable the data to be changed and gi e a !arning message.
Country %pecific Infotypes
5hen clicking the infotype list( on screens like PA/* &aintain &aster Data( many infotypes appear on the list. "here are infotypes displayed on the list that you !ill not be using on your country( or on the implementation at all. "his document e#plains ho! to amend the infotype list according to the country code. "his has t!o uses: $emo es un!anted infotypes from the list for your implementation 'nsures that infotypes belonging to a specific country do not appear for other countries "he country is taken from the employee that you are using( so changing the employee number to a different one( can produce a different infotype list - if that employee is assigned to another country code 0molga3. "he infotypes are not actually remo ed and can be added back at any time? remo ing unused infotypes <ust simplifies the presentation for the end user. >se the I&9 0transaction %P$O3 !ith the follo!ing path: I&9 @.Ac - Personnel Management Personnel Administration Customizing Procedures Infotypes Assign infotypes to countries. The infotypes are re3o'ed by saying (hich country they are &or are not/ a'ailable for! So, to re3o'e infotype 888 Challenge fro3 the DG list of infotypes, (e say it is :ET a'ailable for MEHG. &country/ 8, for DG! :ike so:
In the abo e e#ample( !e see that infotype ***@ has B for the subtype i.e. all( or also used if no subtypes are defined. "he country grouping *2 for 9reat 7ritain( then the column C+ot pD is selected !hich means Cnot permittedD so is therefore no longer allo!ed for that country. "he e#amples for infotype ***E sho! ho! to make settings per subtype. 4ere !e see subtype 4C- for &e#ico is selected under the column CPerFD !hich means permitted. "his !ill mean that no other country can use the subtype apart from &e#ico. %electing the !arning column means the infotype is a ailable( but !ill gi e the user a !arning message that the infotype does not normally belong to the country code they are using.
Infotype Screen Modifications
Chen an infotype screen is used, often there are fields (hich you (ish to re3o'e! .lso, there 3ay be fields you (ish to 3ake 3andatory, change fro3 3andatory to optional, etc,! This is a si3ple task! The first step is to find (hich screen is being used! To do this, go into the infotype screen you are (orking (ith, and go to System Status! This should sho( a screen like this:
Take note of the Program (screen) and Screen number. Then go into the IMG: Personnel Management Personnel Administration Customizing User Interface Determine Screen Modification Click the button at the botto3 of the screen! In the box that appears, enter the progra3 nu3ber found 1E :ET enter the screen nu3ber! Then press IenterJ! This exa3ple uses infotype 888- for the DG (hich uses screen -88,! . list (ill appear si3ilar to this:
This list sho(s all the different screen 'ersions depending on the 'ariable key! Generally the 'ariable key is the country nu3ber &MEHG./! More on this later! 4or a si3ple exa3ple, double click on the ro( that corresponds to your country and the Alt. Screen nu3ber you found earlier! This should sho( a screen si3ilar to this:
.gainst each filed, you ha'e the option to tick the radio button for 'arious options: Std S.9 Standard # i!e! (hate'er characteristics the field has pre-defined <4 Select this to 3ake the field 3andatory # i!e! <e?uired 4ield K <4 E4 Select this to 3ake the field optional Eutp Select this to 3ake the field display only ¬ nor3ally used/ 2ide Select this to re3o'e the field fro3 the screen altogether!
Infotype "e#ts - '#ercise
Gou ha e decided to enable te#t to be entered for Infotype ***- 6Personal Data6.
5! .3end the attributes of Infotype 888- F9ersonal 1ataF to enable text entry! -! Go to 9.A8 Maintain Master 1ata for a test e3ployee and enter so3e text against Infotype 888F9ersonal 1ataF
Country %pecific Infotypes - '#ercise
Gou ha e decided that infotype *,*8 Communication !ill not be used in your country. $emo e infotype *,*8 Communication from the list of possible infotypes in PA/*. After changing the configuration for this e#ercise( you should enable infotype *,*8 again. "o remo e the infotype( you !ill say it is 6+ot permitted6 for your country code 0&O:9A3. In this e#ercise and solution( !e ha e used country grouping *2 H 97.
,. 5ith the I&9( change the configuration so that infotype *,*8 is only a ailable for 9reat 7ritain( country code *2. +ote( ensure there are no other entries in the table for infotype */*!ith &O:9A *2.( if there are( remo e them -. 9o to PA/*( enter an employee number that belongs to country code *2 97 0or your o!n country if you ha e changed this3 and click to the infotype field( click the drop do!n icon to display the infotype list. :ook do!n the list to ensure the infotype does not appear. /. %et the configuration back so the infotype is a ailable again 0you may need it in future II3 @. Click to the line you entered and delete it. 9o back to PA/* &aintain &aster Data and ensure the infotype appears on the list.
