Creating Infotype Menus

Objective

After completing this lesson, you will be able to create an infotype menu for master data entry screens

Infotype Menus

Infotype menus allow you to select the required infotype for a certain personnel number from an infotype list and process it.

Within the infotype menus, you can change the menu sequence as follows:

  • By defining user group-specific menus
  • By changing the menu structure
  • By inserting new menu options

Changing Infotype Menus

The Infotype Menu customizing step guides you through the steps necessary to configure the information shown on each of the menu tabs.

The activities involved in configuring the choices on a menu tab include the following:

  • Defining whether the menu is to be dependent on the user group
  • Assigning the system response for the case where the user has not maintained the user group or where there are no entries in the menu
  • Assigning a reference user group that can be used to set up the menu, if necessary

For the infotypes in the infotype menu, you need to do the following:

  • Select the menu category I and the infotype menu.
  • Copy the infotypes into the menu for the user group.

User Groups and Reference User Groups

To store different menus and personnel actions for different user groups or user parameters (UGR), you can use the menu control function. This means that you can adapt the system so that it meets the requirements of the individual users.

If your menu is user group dependent, enter a reference user group as well, with which the menu is to be created, if an administrator has not maintained the user group in his or her user master data. On this screen, you also specify the infotype sequence for the different user groups.

If you do not define your menu as user group dependent, you can only maintain the infotype sequence for the user group 00. This is valid for all users that select this menu.

Hierarchy for Building Infotype Menus

In addition to describing the infotype menu area, you must also determine which infotype menus are displayed in the HR master data maintenance and display transactions.

While processing the HR master data, you determine the following according to the various user groups:

  • Which infotype menus are displayed
  • The sequential order in which the infotype menus are displayed

The relevant IMG activity is Determine choice of infotype menus.

HR Master Data

When the HR master data is maintained and displayed, you define the structure of the menu that appears within the master data. This structure can also be defined using the user groups or user parameter (UGR).

If no entry exists in the table for the user’s user group, or if the user has not maintained his or her user group, the menu structure is determined using the reference user group.

For user group dependence for infotype menu selection, you perform the following steps:

  1. Select the menu type S and 01 HR master data menu for infotype menu selection.
  2. Determine the user group dependence and the system response if the user has not maintained the user group or there are no entries in the menu.
  3. Assign a reference user group with which the menu can be created.

For infotype menus for infotype menu selection, you perform the following steps:

  1. Choose the menu type S and 01 HR master data menu for infotype menu selection.
  2. Extend the 01 HR master data selection menu by accepting the newly created infotype menus for the respective user group.

Menus for Fast Entry

For fast entry menus, you can assign the following:

  • An entry screen
  • A default value screen
  • A selection report to a fast entry menu option

Fast entry menus have the following prerequisites:

  • If you want to change the infotype text, select the "Infotypes" customizing step, then the "Further Infotype Texts" activity, and enter a screen type for each infotype. This text can be accessed in the infotype menus.
  • Set up the infotype menus for fast entry in the "Infotype Menu" step. The following infotype menus are predefined as standard settings for fast entry:
    07 Master Data Fast Entry
    (Dependent on the user group)
    09 Time Data Fast Entry
    (Dependent on the user group)
  • Enter the corresponding screen type for your infotype (screen control field), so that the corresponding text is used.

In the Set Up Infotype Menu for Fast Data Entry step, you find the following activities:

Activities:
Activities include selection reports for fast entry. If you use your own reports for personnel number selection in fast entry, you must ensure that these reports are allowed for all infotypes.
Screen types for fast entry:
For each infotype and screen type (screen control), you must define the screen number for creating records with default values, the screen number for fast entry of several personnel numbers, and the reports for personnel number selection.

How to Create an Infotype Menu

DemoStart Demo
DemoStart Demo

Use the project IMG to create an infotype menu for your user group.

Steps

  1. Create a new menu with the number ##+50 (## is group number) and the name My Menu Gr.## .

    1. In the Project IMG, choose Personnel Management→Personnel Administration→Customizing Procedures→Infotype Menus→Infotype Menu .

  2. The menu should be dependent on the user group. The reference user group should be 01.

    1. In the Choose Activity dialog box, select the User group dependency on menus and info groups option.

    2. Choose New Entries and enter the following information in the table:

      MenuTextUser - dep.ReactionRef.
      ##+50Menu Group##√ 01

    3. Choose Save and go back to the Choose Activity dialog box.

  3. Add the infotypes listed in the table to your menu in the required sequence for user group ##+50 (## = group number). Only infotype 0028 should be displayed for reference user group 01.

    1. In the Choose Activity dialog box, select the Infotype menu option and then Choose .

    2. In the Determine Work Area: Entry dialog box, enter your menu number ( ##+50 ) and choose Continue .

    3. Choose New Entries and enter the information in the table:

      User GroupNoInfotypeScreen ControlInfotype Text
      ##+50010028  
      ##+50020057  
      ##+50030082  
      01010028  

    4. Save (confirm the information message with Enter) and return to the structure display in the IMG.

  4. Modify the HR master data. User group 50 + ## needs to see all infotype menus that are displayed in user group 01 . User group 50 + ## also needs to contain infotype menu 50 + ## .

    1. In the Project IMG, choose Personnel Management→Personnel Administration→Customizing Procedures→Infotype Menus→Determine choice of Infotype menus .

    2. In the dialog box, enter 01 as the menu (for HR master data), since the menu is to be available in master data, and choose Continue .

    3. Select the entries for user group 01 and choose Copy as ....

    4. Change the user group for the copied rows of data from 01 to ## +50 and then choose Enter .

      A table should be displayed that is similar to the table shown:

      User GroupNoMenuText
      ##+500101Core employee info.
      ##+500202Empl. contract data
      ##+500303Gross/net payroll
      ##+500404Net payroll
      ##+500505Payroll supplements
      ##+500606Planning data
      ##+5007ZZWorking times

    5. Choose New Entries and enter the information in the table:

      User GroupNoMenuText
      ##+5010##+50Menu Group ##

    6. Save the data and return to Structure Display in the IMG.

  5. To ensure that your newly set up infotype menu appears only for users in your user group, check that the UGR user parameter is set to ##+50 in your user profile.

    1. On the SAP Easy Access screen, choose System→User Profile→Own Data .

    2. Select the Parameters tab page.

      Set the UGR user parameter to ##+50 as shown in the table:

      ParametersValueText
      UGR##+50User Group (HR Master Data)

    3. Save your entry.

  6. Go to Personnel Administration and check to see whether your infotype menu appears in the Other Menu selection.

    1. To check your changes, choose the following path in the SAP Easy Access menu: Human Resources→Personnel Management→Administration→HR Master Data→Maintain.

    2. Use the scroll function to locate your new menu (## +50).

      Hint

      Your new menu should contain the following infotypes:
      • 0028 Internal Medical Service
      • 0057 Membership Fees
      • 0082 Additional Absence Data

Create an Infotype Menu

ExerciseStart Exercise
ExerciseStart Exercise

Business Example

The personnel administrators need their own infotype menu for the following infotypes that are not contained in the standard menu:

  • 0028 Internal Medical Service
  • 0057 Membership Fees
  • 0082 Additional Absence Data

This infotype menu is intended only for the users in your user group ##+50, together with some infotype menus that have already been set up. You need to create a new menu for your infotype as per your requirement.

Use the project IMG to create your own infotype for a particular user group.

Task 1

Steps

  1. Create a new menu with the number ##+50 (## is your group number) and the name My Menu Gr.##.

    1. In the Project IMG, choose Personnel Management→Personnel Administration→Customizing Procedures→Infotype Menus→Infotype Menu .

  2. The menu should be dependent on the user group. The reference user group should be 01.

    1. In the Choose Activity dialog box, select the User group dependency on menus and info groups option.

    2. Choose New Entries and enter the following information in the table:

      MenuTextUser - dep.ReactionRef.
      ##+50Menu Group##√ 01

    3. Choose Save and go back to the Choose Activity dialog box.

  3. Add the infotypes listed in the table to your menu in the required sequence for user group ##+50 (## = group number). Only infotype 0028 should be displayed for reference user group 01.

    1. In the Choose Activity dialog box, select the Infotype menu option and then Choose .

    2. In the Determine Work Area: Entry dialog box, enter your menu number ( ##+50 ) and choose Continue .

    3. Choose New Entries and enter the following information in the table:

      User GroupNoInfotypeScreen ControlInfotype Text
      ##+50010028  
      ##+50020057  
      ##+50030082  
      01010028  

    4. Save (confirm the information message with Enter) and return to the structure display in the Project IMG.

Task 1:

Task 2

Steps

  1. Modify the HR master data. User group 50 + ## needs to see all infotype menus that are displayed in user group 01 . User group 50 + ## also needs to contain infotype menu 50 + ##.

    1. In the Project IMG, choose Personnel Management→Personnel Administration→Customizing Procedures→Infotype Menus→Determine choice of infotype menus .

    2. In the dialog box, enter 01 as the menu for HR master data. Because the menu is to be available in master data, and choose Continue.

    3. Select the entries for user group 00 and choose Copy as ....

    4. Change the user group for the copied rows of data from 00 to ## +50 and then choose Enter .

      A table should be displayed that is similar to the table shown:

      User GroupNoMenuText
      ##+500101Basic personal data
      ##+500202Contract data
      ##+500303Gross/net payroll
      ##+500404Net payroll
      ##+500505Addt'l payroll data
      ##+500606Planning data
      ##+5008ZZWorking times

    5. Choose New Entries and enter the information in the table:

      User GroupNoMenuText
      ##+5010##+50Menu Group ##

    6. Save the data and return to Structure Display in the Project IMG.

Learning

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