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.
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. 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. 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. 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. SOX Compliance
• IT Change Management
Approvals
Testing
Documentation
• People Process Controls
Benefit Plan Eligibility and Participation
Salary Adjustments
Payroll Accounting
Segregation of Duties
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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
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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
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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
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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. 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. 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
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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
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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
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.
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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.
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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
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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.
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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. 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
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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
39. Quickviewer – Identify Data Source
Quickviewer
will prompt
you to enter
the “Data
Source” of
the query
The queries
we built
used “Table
Join”.
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40. Quickviewer - Create Joins
Check Link Condition
Join can be based on
existing table views
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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. Quickviewer - Find Joins
Check the
table join
conditions
delivered
by SAP.
Use this as
a basis for
your joins.
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43. Quickviewer – Use a custom table
Created our
own custom
table - using
ABAP - to
hold the
information
contained in
the zmod
rule.
43
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. Quickviewer – Sort Order
Select
available
fields from
right-hand
side on
which you
wish to sort.
Choose
ascending or
descending
order
45
46. Quickviewer – Selection Fields
Choose
field(s) to
appear on
the user’s
Selection
Screen when
executing
the report.
46
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
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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. 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
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50. SAP Query – Select Quickviewer
Use the Drop
Down menu to
choose the
QUICK VIEW
Query you wish
to convert to
SAP Query.
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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.
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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
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53. SAP Query – Creation of Infoset
MENU
Environment
User Groups
Assign Infoset
to an
appropriate
User Group
and Save
53
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
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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
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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. Create a Transaction - SE93
Transaction SE93
Use Global Report
Name as Program
Global Report Name
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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
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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. 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
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65. Leading Practice
• Ability to audit configured tables and ensure sign off by
Process Owners – this facilitates SOX compliance
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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
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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. Thank You!
tell me more
www.airproducts.com
Donna L Wendling
wendlidl@airproducts.com
Sherryanne H Meyer
meyersh@airproducts.com
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