Transaction and Screen Variants With an Example

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Transaction and Screen variants with anExample

The topics related to transaction and screen variants have been discussed many times in this forum. We stillfind many discussion threads and questions regarding how can we make a screen field invisible or how can weprovide a field to a certain group of users in display mode. This is another attempt to discuss transaction andscreen variants in a detailed manner with an example of CS02 (change material BOM) transaction code.Introduction:Transaction Variants are very important for the following key features:

Restrict access to unnecessary data fields to the users. In an integrated ERP like SAP, dataflows from one module to another and sometimes it is required to hide few specific data fields to acorresponding group of users.

Optimized data access and screen access: for example, a group of users are responsible to updatefew specific fields, and they are not interested in other fields irrelevant to them.

Reducing the risk and restricting users to actions: for example, you do not want a group of usersto change the quantities inside a production order, or change quantities inside BOM, or delete acomponent inside BOM etc.

As the name suggests, it is a variant of the standard transaction inside SAP. Scope:The knowledge:

How to create a transaction and screen variant, and attach it to a custom transaction code. What are the options available during creation and change?

This is very important to all the functional/ technical/ techno-functional consultants working in SAP.

Process:The step by step procedure of creating screen variants, transaction variants and variant transaction codes isdiscussed in this section with an example in IDES with EhP 4.Here we take the case of changing a material BOM (CS02) with the following constraints attached:

The user is authorized to change only the consumption storage location. The user cannot delete any item, or change any other fields, or delete the BOM itself.

The transaction variant should be created in the development system, and then transported to quality andproduction system after prior testing.

Transaction variants are created in SHD0 transaction code:


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Transaction and Screen variants with an Example


After providing the name of the transaction variant you are going to create, click on thecreate button or press F5 to create the transaction variant. This will take you to the originaltransaction, and record the screen fields to the screen variants which are going to be created in

this process.
http://scn.sap.com/servlet/JiveServlet/showImage/102-46121-4-274278/1.JPG


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Press Enter. You will see a pop-up appearing to confirm screen entries, you can make thenecessary changes during recording, or record all the screen entries and making decision at theend. We will follow the second option in this example.

There may be an option for menu functions in that pop-up screen. It is used to deactivate anymenu functions (as in this case, we are not allowing the user to delete any components or the

BOM, so we will think of deactivating the Delete pushbutton (a function key), and you cancontrol wha t are the menu options you want to be unavailable to the user.)

This process also shares a great knowledge regarding the flow of the actual standardtransactions; you get to know what are the function keys already deactivated in a specificscreen.

For example, in standard CS02, the option of deleting BOM is deactivated in the initial screen. In standardCS02:
http://scn.sap.com/servlet/JiveServlet/showImage/102-46121-4-274318/1.JPGhttp://scn.sap.com/servlet/JiveServlet/showImage/102-46121-4-274318/1.JPG


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So, if we try to deactivate it over here, system should let me know that it is already deactivated.Click on the menu functions button to call the interface variant:

Click on the folder with a + sign to expand:

I think the concept of interface variant is now clear. We press Enter to continue to the BOMcomponents screen (General Item Overview).


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Press Enter, system will again show up a pop-up screen to indicate the screen fields are being recorded in thescreen variant.

The interface variant for this screen will be required, since we do not want to allow the usersto delete a component (or other function keys or menu options). Click on the Menu functionsbutton:


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Press Enter.Continue pressing Enter until you reach the General Item Overview screen again.In this process we record all the screens inside BOM. The person creating the transaction variant must have afair idea of the ways the user can make changes, all the menu options that he may follow; otherwise it will notbe full-proof and safe.For example, in this recording we also capture screens from the component details screens, BOM headerscreen, all the tabs, and deactivate menu functions whenever necessary.

After capturing the screens, press the exit key (Shift + F3):

You will reach to the Change transaction variant screen. All the screen recordings are now complete and you

are going to decide: Which fields will be display only Which fields will be invisible Which menu functions will be deactivated during this variant transaction


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Use page down and 'page up' keys to navigate through all the screen variants.


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Since the user was responsible to change the consumption location, we allow entry in this filed.

Make the settings for deactivated buttons as shown:

The process is complete. We will now save the screen variants and the transaction variant.


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Click on the save button:System will ask for a package during save. Provide suitable package to which you are saving.

Press Enter.System will show a pop-up for a workbench request, so that this can later be transported to quality andproduction system.Continue pressing enter to save all the screen variants to this single workbench request and with the samepackage, until you reach the transaction variant screen again.

So, now the transaction variant is saved and we are ready to test the same.Press the back button (F3).


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Press F8 or click on the test button to test this transaction variant:


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So, this has successfully been tested now.Now we will create a custom transaction code (variant transaction), that uses this transaction variant.From the transaction variant screen, press Shift + F6 or follow the menu path:


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Press Enter.


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Save the custom transaction code. During save, provide the same package and the workbench requestnumber that we have used.

Now we are ready to use this variant transaction. Authorizations:

The specific group for which we have created this variant transaction ZCS02 will now beauthorized to this transaction code by BASIS with proper roles and authorizations. The following section has been included in version 2 and this section is inspired by the feedback provided by expert Jeevan Sagar: Requirement:We take here an example case where the material memo pushbutton for long text should bemade invisible from MD04 screen for all the users.Please find the below SCN thread and let us extend this case for all the users:http://scn.sap.com/thread/3417424 In this case, we are not going to create a variant transaction. Instead we will activate this transaction variant tothe standard MD04.
http://scn.sap.com/thread/3417424http://scn.sap.com/servlet/JiveServlet/showImage/102-46121-4-274362/1.JPG


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Go to the Standard variants tab as shown below.

After entering the transaction variant, click on the Activate button. System will show an information message:'Standard variant also set at beginning of transaction without variant!'Press Enter. Now you will see that the 'deactivate' button becomes active. This can be used anytime todeactivate the usage of the transaction variant to the standard transaction.You can now test the MD04 transaction, it will use the transaction variant that has been activated.

Thanks for viewing the document. Please do share your valuable feedback.Rajen

Date post:	02-Jun-2018
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Transaction and Screen Variants With an Example

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