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Real Experience. Real Advantage.
[
TransactionVariants - What you can do with
Standard SAP
Ameet Paryemalani
Gina Cowart
Real Experience. Real Advantage.
[ We Are:
 Our company began 14 years ago with a partnership with our first client
Rolls-Royce: one that still exists today.
 Since then our single focus has simply been delivery of quality SAP
implementation services to direct clients and in support of major System
Integrators across over 90 projects in North America, Europe, and Asia.
 Our long term repeat customers prove our record of success in SAP
initiatives. Our team of 130+ full-time SAP professionals combined with
our extended pool of hundreds of well-known and previously-engaged
contract consultants are highly referenced and relied on again and again.
 Our consultant profile reflects the ideal mix of years of relevant business
knowledge, very strong SAP credentials, and solid communication skills.
 We are
Real Experience. Real Advantage.
[
Experience
What Sets Us Apart? Our People.
 Experienced consultants with strong SAP knowledge, sound project management
capability, and years of industry experience.
 Proven experience in delivering innovative ERP solutions with minimal
disruption to the business.
 An open corporate culture that makes us
“big enough to deliver value and small enough to care”.
 We carefully create each project team or support team
to match the client objectives and its culture.
 Most important, we understand and believe strongly that
Companies don’t implement SAP… People Do.
No.TeamMembers
0 – 3yrs 3 – 8yrs 8 – 14yrs 14+ yrs
Real Experience. Real Advantage.
[
Other Key Facts About the Firm:
Industry Focus: Consumer Products/Retail, Manufacturing, Public Sector
Global Delivery: Projects Delivered in North America, China, Europe
SAP Experience: Averages: 14 years (SAP), 19 years (Business)
Consulting Base: 137+ Full-Time Consultants, 8,000+ On Demand Independents
Office Locations: Headquarters: Chicago, IL
Regional: New York, NY; Scottsdale, AZ; Cincinnati, OH
Consistent Growth: 13 years revenue growth
SAP Partnerships: Channel Partner, Services Partner, All-in-One
Real Experience. Real Advantage.
[ Dickinson + Associates Service Offerings
SAP Strategy +
Implementation
Process
Optimization
Services
Mobility
SAP
Upgrade
Services
Support
Desk
Professional
Staffing
Real Experience. Real Advantage.
[
6
Learning Points
 What is a Transaction Variant
 When to use Transaction Variants
 What can I do with Transaction Variants
Real Experience. Real Advantage.
[
7
Best Practices
 Utilization of Standard SAP functionality versus custom
development
Real Experience. Real Advantage.
[
8
Life without Transaction Variants
 Many required fields caused users to click on multiple tabs to
complete information
 Too many unused fields causes users to scroll through tabs
searching for a required field
 Required fields often have warning messages.
 Field level security can be painful
Real Experience. Real Advantage.
[
9
VA01 Before Transaction Variants
Click 1
Real Experience. Real Advantage.
[
10
VA01 Before Transaction Variants
Click 2
Real Experience. Real Advantage.
[ VA01 Before Transaction Variants
11
Click 3
Real Experience. Real Advantage.
[ VA01 Before Transaction Variants
12
Fields – seldom used or not used at all
Real Experience. Real Advantage.
[ VA01 Before Transaction Variants
13
Fields – seldom used or not used at all
Real Experience. Real Advantage.
[ Required fields on separate tabs
14
 Required fields on one Tab:
 Shipping Condition – Header – Shipping
Real Experience. Real Advantage.
[
15
GOAL – A more user friendly order entry screen with no
development effort
 The key required fields are now on one screen versus having
the user to click on additional tabs to populate the data. Fields
not used or rarely used were hidden.
 Order reason
 Shipping condition
 Purchase order type
Real Experience. Real Advantage.
[
16
Transaction Variants
 BEFORE
Real Experience. Real Advantage.
[
17
Transaction Variants
 AFTER
Real Experience. Real Advantage.
[
18
Transaction Variants
 Hidden fields are still accessible via Header > Sales tab
Real Experience. Real Advantage.
[ VD02 Example
19
 In this example, a transaction variant was used to hide all tabs
except the Partner Functions tab in the Customer Master
change transaction.
Real Experience. Real Advantage.
[
20
Transaction Variant
 What is a Transaction Variant?
 A set of screen variants. When you create your own transaction
variant you can adopt one or all of the screen variants.
 The field values / field attributes are stored in the screen variants
 SAP help is very detailed regarding transaction variants (SHD0
tcode, click on the Application help icon)
Real Experience. Real Advantage.
[
21
Transaction Variant
 What can I do with Transaction Variants?
 Insert default values for fields
 Hide fields
 Change fields to read only
 Hiding and changing the attributes of tables of control
columns
 Hide individual menu functions
 Hide entire screens
Real Experience. Real Advantage.
[
22
Transaction Variant
 Access transaction variants via tcode SHD0. In this example
there are two variants for VA01. One for Standard orders and
one for Free of Charge orders
Real Experience. Real Advantage.
[
23
Transaction Variants
 If you do not want to make changes to a particular screen, you
can “un-check” the Copy settings check box. The screen
will not be included in your transaction variant. Press enter to
continue
Real Experience. Real Advantage.
[
24
Transaction Variants
 You can hide icons (create customer for example)
Real Experience. Real Advantage.
[
25
Transaction Variants
 You can save with content (W. content). In the example
below the PO will always begin with “FREE”
Real Experience. Real Advantage.
[
26
Transaction Variants
 You can save with content (W. content). In the example
below the PO will always begin with “FREE” . As you can see
the field is not grayed out and can be changed
Real Experience. Real Advantage.
[
27
Transaction Variants
 You can save with Output only. This will not allow the user to
change the defaulted field value. Example below has PO Date
marked
Real Experience. Real Advantage.
[
28
Transaction Variants
 Note: some of the icon functionality can also be accessed via
menu paths. In this example you should also disable the menu
path option to create a customer. Click on the De-activate
Menu functions at the bottom of the screen.
Real Experience. Real Advantage.
[
29
Transaction Variants
 Expand the menu bar, then follow the menu path to the Create
customer option. Click on the menu path entry you wish to
disable, then click on the Deactivate icon
This will change the color to indicate the option is deactivated
Real Experience. Real Advantage.
[
30
Transaction Variants
 Create customer icon is hidden:
 Create Sold to Party menu path is disabled
Real Experience. Real Advantage.
[
31
Transaction Variants
 You can hide entire tabs.
Real Experience. Real Advantage.
[
32
Transaction Variants
 Ordering Party tab is not visible
Real Experience. Real Advantage.
[
33
Transaction Variants
 You can hide, save with content, set to display only or make
certain fields required.
Real Experience. Real Advantage.
[
34
Transaction Variants
 Before you save the transaction variant you can make any
changes to the screens that are included in the variant.
Real Experience. Real Advantage.
[
35
Transaction Variants – Example SCC1 Transaction
 BEFORE:
 To create a new Transaction Variant, in the Transaction
Variant field, enter a variant name beginning with a Z then click
the Create icon.
Real Experience. Real Advantage.
[
36
Transaction Variants – Example SCC1 Transaction, cont.
 This will call the SCC1 transaction. In the transaction, the
Include Request Subtasks box was checked.
 After pressing enter, the screen
entries pop up box will appear.
Real Experience. Real Advantage.
[
37
Transaction Variants – Example SCC1 Transaction, cont.
 In this example there is only one screen variant.
Real Experience. Real Advantage.
[
38
Transaction Variants – Example SCC1 Transaction, cont.
 Click SAVE. You will be prompted for a Development
Package.
 Then a transport request
Real Experience. Real Advantage.
[
39
Transaction Variants – Example SCC1 Transaction, cont.
 Green arrow back. In the main Transaction and Screen
Variants screen we assigned this transaction variant to the
Standard variant. So anytime SCC1 is executed the “Including
Request Subtasks” box is checked.
 Click the
Activate Icon
Real Experience. Real Advantage.
[
40
Transaction Variants – How to use?
 There are four options to assigning a Transaction Variant
1. Assign to a Z transaction code
 From SHD0 tcode, enter SAP Transaction Code and your new Z
Transaction Variant
 Use menu path Goto > Create variant transaction
Real Experience. Real Advantage.
[
41
Transaction Variants – How to use?
 Click continue and SAVE
 Now you can use the new Z transaction code
Real Experience. Real Advantage.
[
42
Transaction Variants – How to use?
2. Assign the Transaction Variant to a standard SAP Tcode VA01
 From SHD0 tcode, enter SAP Transaction Code and your new Z
transaction
 Click on the Standard Variants tabs
 Click the activate icon
Real Experience. Real Advantage.
[
43
Transaction Variants – How to use?
3. Assign the Transaction Variant to an Order Type
 From the IMG menu use path >Sales and Distribution > Sales >
Sales Documents > Sales Document Header > Define Sales
Document Types
 In the Sales document type detail
screen enter the Z transaction
variant in the Variant field then
SAVE
Real Experience. Real Advantage.
[
44
Transaction Variants – How to use?
4. Assign to a group of users
 From SHD0 tcode click on the Standard Variants and Variant
Groups tabs
 Enter a Group Name
 Click the create icon
Real Experience. Real Advantage.
[
45
Transaction Variants – How to use?
4. Assign to a group of users
 Give the new group a
description in the Maintain
Variant Group pop up box
 This will generate a new
Transaction Variant
Real Experience. Real Advantage.
[
46
Transaction Variants – How to use?
4. Assign to a group of users
 Click on the Transaction Variants tab and assign the Screen Variant
created before to the new Transaction Variant.
 Click on the Standard Variants tab to assign users to the group by
entering the User id then clicking on the Assign button.
Real Experience. Real Advantage.
[
47
Key Learnings
 Overview of Transaction Variants
 Basic understanding of what you can do with Transaction
Variants
Real Experience. Real Advantage.
[
48
] Thank you.

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Shd0 transaction variants

  • 1. Real Experience. Real Advantage. [ TransactionVariants - What you can do with Standard SAP Ameet Paryemalani Gina Cowart
  • 2. Real Experience. Real Advantage. [ We Are:  Our company began 14 years ago with a partnership with our first client Rolls-Royce: one that still exists today.  Since then our single focus has simply been delivery of quality SAP implementation services to direct clients and in support of major System Integrators across over 90 projects in North America, Europe, and Asia.  Our long term repeat customers prove our record of success in SAP initiatives. Our team of 130+ full-time SAP professionals combined with our extended pool of hundreds of well-known and previously-engaged contract consultants are highly referenced and relied on again and again.  Our consultant profile reflects the ideal mix of years of relevant business knowledge, very strong SAP credentials, and solid communication skills.  We are
  • 3. Real Experience. Real Advantage. [ Experience What Sets Us Apart? Our People.  Experienced consultants with strong SAP knowledge, sound project management capability, and years of industry experience.  Proven experience in delivering innovative ERP solutions with minimal disruption to the business.  An open corporate culture that makes us “big enough to deliver value and small enough to care”.  We carefully create each project team or support team to match the client objectives and its culture.  Most important, we understand and believe strongly that Companies don’t implement SAP… People Do. No.TeamMembers 0 – 3yrs 3 – 8yrs 8 – 14yrs 14+ yrs
  • 4. Real Experience. Real Advantage. [ Other Key Facts About the Firm: Industry Focus: Consumer Products/Retail, Manufacturing, Public Sector Global Delivery: Projects Delivered in North America, China, Europe SAP Experience: Averages: 14 years (SAP), 19 years (Business) Consulting Base: 137+ Full-Time Consultants, 8,000+ On Demand Independents Office Locations: Headquarters: Chicago, IL Regional: New York, NY; Scottsdale, AZ; Cincinnati, OH Consistent Growth: 13 years revenue growth SAP Partnerships: Channel Partner, Services Partner, All-in-One
  • 5. Real Experience. Real Advantage. [ Dickinson + Associates Service Offerings SAP Strategy + Implementation Process Optimization Services Mobility SAP Upgrade Services Support Desk Professional Staffing
  • 6. Real Experience. Real Advantage. [ 6 Learning Points  What is a Transaction Variant  When to use Transaction Variants  What can I do with Transaction Variants
  • 7. Real Experience. Real Advantage. [ 7 Best Practices  Utilization of Standard SAP functionality versus custom development
  • 8. Real Experience. Real Advantage. [ 8 Life without Transaction Variants  Many required fields caused users to click on multiple tabs to complete information  Too many unused fields causes users to scroll through tabs searching for a required field  Required fields often have warning messages.  Field level security can be painful
  • 9. Real Experience. Real Advantage. [ 9 VA01 Before Transaction Variants Click 1
  • 10. Real Experience. Real Advantage. [ 10 VA01 Before Transaction Variants Click 2
  • 11. Real Experience. Real Advantage. [ VA01 Before Transaction Variants 11 Click 3
  • 12. Real Experience. Real Advantage. [ VA01 Before Transaction Variants 12 Fields – seldom used or not used at all
  • 13. Real Experience. Real Advantage. [ VA01 Before Transaction Variants 13 Fields – seldom used or not used at all
  • 14. Real Experience. Real Advantage. [ Required fields on separate tabs 14  Required fields on one Tab:  Shipping Condition – Header – Shipping
  • 15. Real Experience. Real Advantage. [ 15 GOAL – A more user friendly order entry screen with no development effort  The key required fields are now on one screen versus having the user to click on additional tabs to populate the data. Fields not used or rarely used were hidden.  Order reason  Shipping condition  Purchase order type
  • 16. Real Experience. Real Advantage. [ 16 Transaction Variants  BEFORE
  • 17. Real Experience. Real Advantage. [ 17 Transaction Variants  AFTER
  • 18. Real Experience. Real Advantage. [ 18 Transaction Variants  Hidden fields are still accessible via Header > Sales tab
  • 19. Real Experience. Real Advantage. [ VD02 Example 19  In this example, a transaction variant was used to hide all tabs except the Partner Functions tab in the Customer Master change transaction.
  • 20. Real Experience. Real Advantage. [ 20 Transaction Variant  What is a Transaction Variant?  A set of screen variants. When you create your own transaction variant you can adopt one or all of the screen variants.  The field values / field attributes are stored in the screen variants  SAP help is very detailed regarding transaction variants (SHD0 tcode, click on the Application help icon)
  • 21. Real Experience. Real Advantage. [ 21 Transaction Variant  What can I do with Transaction Variants?  Insert default values for fields  Hide fields  Change fields to read only  Hiding and changing the attributes of tables of control columns  Hide individual menu functions  Hide entire screens
  • 22. Real Experience. Real Advantage. [ 22 Transaction Variant  Access transaction variants via tcode SHD0. In this example there are two variants for VA01. One for Standard orders and one for Free of Charge orders
  • 23. Real Experience. Real Advantage. [ 23 Transaction Variants  If you do not want to make changes to a particular screen, you can “un-check” the Copy settings check box. The screen will not be included in your transaction variant. Press enter to continue
  • 24. Real Experience. Real Advantage. [ 24 Transaction Variants  You can hide icons (create customer for example)
  • 25. Real Experience. Real Advantage. [ 25 Transaction Variants  You can save with content (W. content). In the example below the PO will always begin with “FREE”
  • 26. Real Experience. Real Advantage. [ 26 Transaction Variants  You can save with content (W. content). In the example below the PO will always begin with “FREE” . As you can see the field is not grayed out and can be changed
  • 27. Real Experience. Real Advantage. [ 27 Transaction Variants  You can save with Output only. This will not allow the user to change the defaulted field value. Example below has PO Date marked
  • 28. Real Experience. Real Advantage. [ 28 Transaction Variants  Note: some of the icon functionality can also be accessed via menu paths. In this example you should also disable the menu path option to create a customer. Click on the De-activate Menu functions at the bottom of the screen.
  • 29. Real Experience. Real Advantage. [ 29 Transaction Variants  Expand the menu bar, then follow the menu path to the Create customer option. Click on the menu path entry you wish to disable, then click on the Deactivate icon This will change the color to indicate the option is deactivated
  • 30. Real Experience. Real Advantage. [ 30 Transaction Variants  Create customer icon is hidden:  Create Sold to Party menu path is disabled
  • 31. Real Experience. Real Advantage. [ 31 Transaction Variants  You can hide entire tabs.
  • 32. Real Experience. Real Advantage. [ 32 Transaction Variants  Ordering Party tab is not visible
  • 33. Real Experience. Real Advantage. [ 33 Transaction Variants  You can hide, save with content, set to display only or make certain fields required.
  • 34. Real Experience. Real Advantage. [ 34 Transaction Variants  Before you save the transaction variant you can make any changes to the screens that are included in the variant.
  • 35. Real Experience. Real Advantage. [ 35 Transaction Variants – Example SCC1 Transaction  BEFORE:  To create a new Transaction Variant, in the Transaction Variant field, enter a variant name beginning with a Z then click the Create icon.
  • 36. Real Experience. Real Advantage. [ 36 Transaction Variants – Example SCC1 Transaction, cont.  This will call the SCC1 transaction. In the transaction, the Include Request Subtasks box was checked.  After pressing enter, the screen entries pop up box will appear.
  • 37. Real Experience. Real Advantage. [ 37 Transaction Variants – Example SCC1 Transaction, cont.  In this example there is only one screen variant.
  • 38. Real Experience. Real Advantage. [ 38 Transaction Variants – Example SCC1 Transaction, cont.  Click SAVE. You will be prompted for a Development Package.  Then a transport request
  • 39. Real Experience. Real Advantage. [ 39 Transaction Variants – Example SCC1 Transaction, cont.  Green arrow back. In the main Transaction and Screen Variants screen we assigned this transaction variant to the Standard variant. So anytime SCC1 is executed the “Including Request Subtasks” box is checked.  Click the Activate Icon
  • 40. Real Experience. Real Advantage. [ 40 Transaction Variants – How to use?  There are four options to assigning a Transaction Variant 1. Assign to a Z transaction code  From SHD0 tcode, enter SAP Transaction Code and your new Z Transaction Variant  Use menu path Goto > Create variant transaction
  • 41. Real Experience. Real Advantage. [ 41 Transaction Variants – How to use?  Click continue and SAVE  Now you can use the new Z transaction code
  • 42. Real Experience. Real Advantage. [ 42 Transaction Variants – How to use? 2. Assign the Transaction Variant to a standard SAP Tcode VA01  From SHD0 tcode, enter SAP Transaction Code and your new Z transaction  Click on the Standard Variants tabs  Click the activate icon
  • 43. Real Experience. Real Advantage. [ 43 Transaction Variants – How to use? 3. Assign the Transaction Variant to an Order Type  From the IMG menu use path >Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Document Types  In the Sales document type detail screen enter the Z transaction variant in the Variant field then SAVE
  • 44. Real Experience. Real Advantage. [ 44 Transaction Variants – How to use? 4. Assign to a group of users  From SHD0 tcode click on the Standard Variants and Variant Groups tabs  Enter a Group Name  Click the create icon
  • 45. Real Experience. Real Advantage. [ 45 Transaction Variants – How to use? 4. Assign to a group of users  Give the new group a description in the Maintain Variant Group pop up box  This will generate a new Transaction Variant
  • 46. Real Experience. Real Advantage. [ 46 Transaction Variants – How to use? 4. Assign to a group of users  Click on the Transaction Variants tab and assign the Screen Variant created before to the new Transaction Variant.  Click on the Standard Variants tab to assign users to the group by entering the User id then clicking on the Assign button.
  • 47. Real Experience. Real Advantage. [ 47 Key Learnings  Overview of Transaction Variants  Basic understanding of what you can do with Transaction Variants
  • 48. Real Experience. Real Advantage. [ 48 ] Thank you.