How SAP Quickviewer
Helps Air Products
with Sarbanes-Oxley
Compliance

Sherryanne Meyer
Donna Wendling
          © 2007 We...
What We’ll Cover …

• Introduction
• Scope and Nature of our Compliance Issue
• Our Requirements
• Why Quickviewer
• Step ...
Case Study – Air Products


• Global gases, chemicals, equipment and services
 provider
  30 countries
  20,000 employee...
In this session…


• Creation of tools to enable validation of configured data
 and to meet auditing needs
• Extracting da...
What We’ll Cover …

• Introduction
• Scope and Nature of our Compliance Issue
• Our Requirements
• Why Quickviewer
• Step ...
SOX Compliance

 • IT Change Management
    Approvals
    Testing
    Documentation
 • People Process Controls
    Ben...
Depth and Breadth of Scope
               Org Management and Structural Security
               HR Admin        UK
       ...
Union Negotiations and Compliance

     HR           SCC         Power User   SAP


  Negotiate      Contract
  Terms and ...
Union Negotiations and Compliance




   ?
HOW ARE WEHR
PAYING EE’S
  TODAY
      Negotiate
       Terms /
               ...
IT Change Management

              Smith,John




 Smith,John




                           10
IT Change Management


                       AUDIT




               “PROVE YOUR CONTROLS”


                           ...
What We’ll Cover …

• Introduction
• Scope and Nature of our Compliance Issue
• Our Requirements
• Why Quickviewer
• Step ...
Challenges to meet….

• Comp and Pay by location and not by employee
    Union negotiations by work unit
    Benefit pla...
And How We Met The Challenges ...

• Combined system tables, views and features using a
  combination of SAP Quickviewer a...
We’ll Show You…

• The capabilities and limitations of Quickviewer
• Quickviewer vs. SAP Query
• Step by Step “How To” use...
What We’ll Cover …

• Introduction
• Scope and Nature of our Compliance Issue
• Our Requirements
• Why Quickviewer
• Step ...
Tables Contained in One View….AND…




                                     17
…other information contained in Rules and Features



Example:
ZMOD payroll
rule assigns the
Pay Modifiers
(from the table...
Quickviewer – a simplified tool

• Standard delivered SAP reports could not satisfy our
  needs
• Needed to access configu...
Our SAP Solution – QUICKVIEWER and SAP QUERY


• Quickviewer allows you to summarize information
  contained in a many rel...
Examples




           21
Master Data – Additional Payments – Cost Assignment




                                                      22
Quickviewer Results




                      23
Benefit Coverage Rules




                         24
Quickviewer Results




                      25
Converted to SAP Query




                         26
Sap Configuration - Personnel Subarea Grouping for Premiums




                                                          ...
Results
          Quickviewer




           SAP Query




                        28
SAP Configuration - Constant Valuations – Mileage Rates




                                                          29
Calculation Rule




                   30
Quickviewer results




                      31
Transport Manager Log




                        32
Quickviewer Results




                      33
Quickviewer vs. SAP Query


• Quickviewer (SQVI)
    A simplified tool for generating basic lists




• SAP Query (SQ01)
...
Quickviewer vs. SAP Query

• Quickviewer Aspects
    User dependent and cannot be exchanged between users or
     transpo...
Quickviewer vs. SAP Query

SAP Query Aspects
   Requires an Infoset
   Available to other users in specific user group
 ...
What We’ll Cover …

• Introduction
• Scope and Nature of our Compliance Issue
• Our Requirements
• Why Quickviewer
• Step ...
Quickviewer – Transaction SQVI




                                 38
Quickviewer – Identify Data Source


Quickviewer
will prompt
you to enter
the “Data
Source” of
the query

The queries
we b...
Quickviewer - Create Joins



            Check Link Condition




                                   Join can be based on...
Quickviewer - How to Find Table Joins in a View

 •   While In IMG, use F1 (HELP) key to get to Performance
     Assistant...
Quickviewer - Find Joins

Check the
table join
conditions
delivered
by SAP.
Use this as
a basis for
your joins.




      ...
Quickviewer – Use a custom table


Created our
own custom
table - using
ABAP - to
hold the
information
contained in
the zm...
Quickviewer – List Field Selection

All available
fields are
shown on
right-hand
side.

Select fields
you need and
move to...
Quickviewer – Sort Order

Select
available
fields from
right-hand
side on
which you
wish to sort.
Choose
ascending or
desc...
Quickviewer – Selection Fields

Choose
field(s) to
appear on
the user’s
Selection
Screen when
executing
the report.




  ...
RECAP: QUICKVIEWER

  1. Use Transaction SQVI
  2. Type Name and Click Create
  3. Type Title and Identify Data Source (Ta...
What We’ll Cover …

• Introduction
• Scope and Nature of our Compliance Issue
• Our Requirements
• Why Quickviewer
• Step ...
SAP Query – Convert Quickviewer

Transaction SQ01

MENU  Environment 
Query Areas
  Choose “Standard”
  Query Area

MENU...
SAP Query – Select Quickviewer


Use the Drop
Down menu to
choose the
QUICK VIEW
Query you wish
to convert to
SAP Query.

...
SAP Query – Name Query and Infoset


Once you’ve
chosen your
Quick View,
give a name to
the new SAP
Query and
Infoset you
...
SAP Query – Creation of Infoset

Data Source
that was
previously
defined in
Quickviewer
is now an
infoset and
can be used
...
SAP Query – Creation of Infoset

MENU 
Environment 
User Groups
  Assign Infoset
  to an
  appropriate
  User Group
  an...
SAP Query – Transport Infoset

Use
Transaction
SQ02 and
to Transport
your Infoset
and Query from
Standard to
Global area

...
SAP Query – Messages




                       55
SAP Query -- Development Class




                                 56
SAP Query – Infoset and Query in Global Query Area

Transaction SQ02

MENU 
 Environment 
Query Areas
  Choose “Global”
...
SAP Query – Display Report Name

Transaction SQ02

MENU  Query
 
More Functions
  Choose
  Display report
  name

Global...
Create a Transaction - SE93
Transaction SE93

Use Global Report
Name as Program




     Global Report Name



           ...
What the end user sees…….




                            60
What the end user sees…….




                            61
RECAP: Converting QUICKVIEWER to SAP Query

  1. Use Transaction SQ01
  2. Select Environment  Query Areas–Standard
     ...
What We’ll Cover …

• Introduction
• Scope and Nature of our Compliance Issue
• Our Requirements
• Why Quickviewer
• Step ...
Return on Investment

• Provides a tool for validation of configuration - -helping to
 meet SOX requirements.
   Testing
...
Leading Practice

• Ability to audit configured tables and ensure sign off by
 Process Owners – this facilitates SOX compl...
Resources

• Help.sap.com
    Follow SAP QUERY > Tools for Queries > QuickViewer >
     Creating QuickViews
• SAP Develop...
Key Points to Take Home

• QUICKVIEWER (SQVI)
   A simplified tool for generating basic lists
   User dependent and cann...
Thank You!




         tell me more
         www.airproducts.com

         Donna L Wendling
         wendlidl@airproducts...
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Quickviewer Hr2007

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Learn how we used Quick Viewer, an SAP delivered reporting tool to improve our HR reporting capabilities without employing ABAP skills and to satisfy Sarbanes-Oxley requirements. Presentation provides step by step instructions for creating a Quick View report, saving it as an SAP Query and converting it to a transaction that can be applied to end-user roles.

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Quickviewer Hr2007

  1. 1. How SAP Quickviewer Helps Air Products with Sarbanes-Oxley Compliance Sherryanne Meyer Donna Wendling © 2007 Wellesley Information Services. All rights reserved.
  2. 2. What We’ll Cover … • Introduction • Scope and Nature of our Compliance Issue • Our Requirements • Why Quickviewer • Step by Step How To use Quickviewer • Convert Quickviewer to a SAP Query • Wrap-up 2
  3. 3. Case Study – Air Products • Global gases, chemicals, equipment and services provider 30 countries 20,000 employees worldwide Technology, energy, healthcare, industrial markets • Publicly Traded - Fortune 500 company • SOX Controls Required 3
  4. 4. In this session… • Creation of tools to enable validation of configured data and to meet auditing needs • Extracting data from combinations of system tables, custom tables, and features • Using QuickViewer as our tool of choice • Transferring QuickViewer into SAP Query to reach end users 4
  5. 5. What We’ll Cover … • Introduction • Scope and Nature of our Compliance Issue • Our Requirements • Why Quickviewer • Step by Step How To use Quickviewer • Convert Quickviewer to SAP Query • Wrap-up 5
  6. 6. SOX Compliance • IT Change Management  Approvals  Testing  Documentation • People Process Controls  Benefit Plan Eligibility and Participation  Salary Adjustments  Payroll Accounting  Segregation of Duties 6
  7. 7. Depth and Breadth of Scope Org Management and Structural Security HR Admin UK Compensation Ireland Belgium Canada Benefits Netherlands Germany United Time Entry France States Japan US Payroll Spain, Italy, Portugal Korea Israel China Self Service Taiwan Hong Kong Appraisals Indonesia Singapore Workflow Malaysia BW Learning Solution HR / ERP Integration 7
  8. 8. Union Negotiations and Compliance HR SCC Power User SAP Negotiate Contract Terms and Terms Conditions Configure Test Pay and Payroll Benefits Finalize Changes SAP Transport PRD 8
  9. 9. Union Negotiations and Compliance ? HOW ARE WEHR PAYING EE’S TODAY Negotiate Terms / SCC Contract Terms Power User SAP Conditions Configure Pay and Benefits Test Payroll ? WHO APPROVED AND WHEN ? REQUESTOR’S APPROVAL Finalize Changes Transport SAP PRD 9
  10. 10. IT Change Management Smith,John Smith,John 10
  11. 11. IT Change Management AUDIT “PROVE YOUR CONTROLS” 11
  12. 12. What We’ll Cover … • Introduction • Scope and Nature of our Compliance Issue • Our Requirements • Why Quickviewer • Step by Step How To use Quickviewer • Convert Quickviewer to SAP Query • Wrap-up 12
  13. 13. Challenges to meet…. • Comp and Pay by location and not by employee  Union negotiations by work unit  Benefit plan variations  Complex pay scenarios • Requestor’s Approval and sign off to implement configuration changes into our Production system  Validation of each employee’s pay  Insurance of correct benefit amounts • Pass SOX audit on transport and change management 13
  14. 14. And How We Met The Challenges ... • Combined system tables, views and features using a combination of SAP Quickviewer and SAP Query • Delivered end user transactions to obtain complete tables showing employee pay and benefits by location  Enabling Union Negotiations to begin with actual pay and benefits  Enabling Requesting Managers to approve our changes by Location • Combined transport management tables  Enabling proof of authorizations with date and time 14
  15. 15. We’ll Show You… • The capabilities and limitations of Quickviewer • Quickviewer vs. SAP Query • Step by Step “How To” use Quickviewer • Conversion of Quickviewer to SAP Query • Creation of an end-user transaction 15
  16. 16. What We’ll Cover … • Introduction • Scope and Nature of our Compliance Issue • Our Requirements • Why Quickviewer • Step by Step How To use Quickviewer • Convert Quickviewer to SAP Query • Wrap-up 16
  17. 17. Tables Contained in One View….AND… 17
  18. 18. …other information contained in Rules and Features Example: ZMOD payroll rule assigns the Pay Modifiers (from the table) to individual PSAs – thus determining mileage rates. 18
  19. 19. Quickviewer – a simplified tool • Standard delivered SAP reports could not satisfy our needs • Needed to access configuration tables, features and rules • Ultimately needed to present the data to an end user Quickviewer allows you to choose from different types of data sources. 19
  20. 20. Our SAP Solution – QUICKVIEWER and SAP QUERY • Quickviewer allows you to summarize information contained in a many related tables • SAP Query allows creation of reports accessible by an end user 20
  21. 21. Examples 21
  22. 22. Master Data – Additional Payments – Cost Assignment 22
  23. 23. Quickviewer Results 23
  24. 24. Benefit Coverage Rules 24
  25. 25. Quickviewer Results 25
  26. 26. Converted to SAP Query 26
  27. 27. Sap Configuration - Personnel Subarea Grouping for Premiums 27
  28. 28. Results Quickviewer SAP Query 28
  29. 29. SAP Configuration - Constant Valuations – Mileage Rates 29
  30. 30. Calculation Rule 30
  31. 31. Quickviewer results 31
  32. 32. Transport Manager Log 32
  33. 33. Quickviewer Results 33
  34. 34. Quickviewer vs. SAP Query • Quickviewer (SQVI)  A simplified tool for generating basic lists • SAP Query (SQ01)  A comprehensive tool for defining reports in different forms such as basic lists, statistics, or ranked lists. 34
  35. 35. Quickviewer vs. SAP Query • Quickviewer Aspects  User dependent and cannot be exchanged between users or transported  Can specify data source explicitly. Tables, table joins, logical databases and infosets can all serve as data sources.  May convert to a SAP Query and infoset and made available to other users in a specific user group. Use extreme caution if using PA and PD tables, I suggest using Infosets when possible Caution 35
  36. 36. Quickviewer vs. SAP Query SAP Query Aspects  Requires an Infoset  Available to other users in specific user group  Can exist in 2 different query areas  Global – client independent and are transported automatically (Create Global for use in transactions)  Standard – client dependent and are not automatically transported.  Global SAP Query can be assigned to a transaction via SE93  Transaction can be assigned to security roles 36
  37. 37. What We’ll Cover … • Introduction • Scope and Nature of our Compliance Issue • Our Requirements • Why Quickviewer • Step by Step How To use Quickviewer • Convert Quickviewer to SAP Query • Wrap-up 37
  38. 38. Quickviewer – Transaction SQVI 38
  39. 39. Quickviewer – Identify Data Source Quickviewer will prompt you to enter the “Data Source” of the query The queries we built used “Table Join”. 39
  40. 40. Quickviewer - Create Joins Check Link Condition Join can be based on existing table views 40
  41. 41. Quickviewer - How to Find Table Joins in a View • While In IMG, use F1 (HELP) key to get to Performance Assistant • Get technical information using the “TOOL” icon • In “Technical Information” go to “Field Data” and double- click on the Generated View (i.e., V_T5UBU) • Go to “Table/Join Conditions” tab. 41
  42. 42. Quickviewer - Find Joins Check the table join conditions delivered by SAP. Use this as a basis for your joins. 42
  43. 43. Quickviewer – Use a custom table Created our own custom table - using ABAP - to hold the information contained in the zmod rule. 43
  44. 44. Quickviewer – List Field Selection All available fields are shown on right-hand side. Select fields you need and move to “Fields In List” on left-hand side. 44
  45. 45. Quickviewer – Sort Order Select available fields from right-hand side on which you wish to sort. Choose ascending or descending order 45
  46. 46. Quickviewer – Selection Fields Choose field(s) to appear on the user’s Selection Screen when executing the report. 46
  47. 47. RECAP: QUICKVIEWER 1. Use Transaction SQVI 2. Type Name and Click Create 3. Type Title and Identify Data Source (Table, table join, logical database or infoset) 4. Define Field Sequence, Sort and Selection Screen 5. Execute 47
  48. 48. What We’ll Cover … • Introduction • Scope and Nature of our Compliance Issue • Our Requirements • Why Quickviewer • Step by Step How To use Quickviewer • Convert Quickviewer to SAP Query • Wrap-up 48
  49. 49. SAP Query – Convert Quickviewer Transaction SQ01 MENU  Environment  Query Areas Choose “Standard” Query Area MENU  Environment  User Groups Choose the appropriate User Group. MENU  Environment  Queries MENU  Query  Convert QUICKVIEWER 49
  50. 50. SAP Query – Select Quickviewer Use the Drop Down menu to choose the QUICK VIEW Query you wish to convert to SAP Query. 50
  51. 51. SAP Query – Name Query and Infoset Once you’ve chosen your Quick View, give a name to the new SAP Query and Infoset you will create. 51
  52. 52. SAP Query – Creation of Infoset Data Source that was previously defined in Quickviewer is now an infoset and can be used by SAP Query 52
  53. 53. SAP Query – Creation of Infoset MENU  Environment  User Groups Assign Infoset to an appropriate User Group and Save 53
  54. 54. SAP Query – Transport Infoset Use Transaction SQ02 and to Transport your Infoset and Query from Standard to Global area Uncheck “Test Run” when ready to do actual transport 54
  55. 55. SAP Query – Messages 55
  56. 56. SAP Query -- Development Class 56
  57. 57. SAP Query – Infoset and Query in Global Query Area Transaction SQ02 MENU  Environment  Query Areas Choose “Global” Query Area Infoset and Query are now transportable thru landscape 57
  58. 58. SAP Query – Display Report Name Transaction SQ02 MENU  Query  More Functions Choose Display report name Global report name should begin with AQZZ 58
  59. 59. Create a Transaction - SE93 Transaction SE93 Use Global Report Name as Program Global Report Name 59
  60. 60. What the end user sees……. 60
  61. 61. What the end user sees……. 61
  62. 62. RECAP: Converting QUICKVIEWER to SAP Query 1. Use Transaction SQ01 2. Select Environment  Query Areas–Standard Area, User Groups, Queries 3. Select Query – Convert QUICKVIEWER 4. Enter Name for Query and Infoset 5. Assign Infoset to User Group 6. Make changes in SAP Query – formatting, local calculated fields, variants, etc. 7. Transport Infoset and Queries (Standard to Global to create Transport) 8. Create Transaction using SE93 and Transport 62
  63. 63. What We’ll Cover … • Introduction • Scope and Nature of our Compliance Issue • Our Requirements • Why Quickviewer • Step by Step How To use Quickviewer • Convert Quickviewer to SAP Query • Wrap-up 63
  64. 64. Return on Investment • Provides a tool for validation of configuration - -helping to meet SOX requirements.  Testing  User Acceptance Sign off • Ensures accurate data is available to HR managers prior to contract negotiations for union facilities • Provides HR with a ready reporting tool without requiring SCC involvement 64
  65. 65. Leading Practice • Ability to audit configured tables and ensure sign off by Process Owners – this facilitates SOX compliance 65
  66. 66. Resources • Help.sap.com  Follow SAP QUERY > Tools for Queries > QuickViewer > Creating QuickViews • SAP Developers Network  https://www.sdn.sap.com/irj/sdn/thread?threadID=230561 • SAP Training Course  BC407 QuickViews,InfoSet Query,SAP Query 66
  67. 67. Key Points to Take Home • QUICKVIEWER (SQVI)  A simplified tool for generating basic lists  User dependent and cannot be exchanged between users or transported  Can specify data source explicitly. Tables, table joins, logical databases and infosets can all serve as data sources.  May convert to a SAP Query and infoset  Use extreme caution if using PA and PD tables - Use Infosets when possible • SAP Query (SQ01)  A comprehensive tool for defining reports in different forms  Requires an Infoset  Available to other users in specific user group  Can exist in 2 different query areas – Global and Standard  Global SAP Query can be assigned to a transaction via SE93 and a Transaction can be assigned to security roles 67
  68. 68. Thank You! tell me more www.airproducts.com Donna L Wendling wendlidl@airproducts.com Sherryanne H Meyer meyersh@airproducts.com 68
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