Adjusting of the Form in Adobe LiveCycle Designer

Objective

After completing this lesson, you will be able to change the dunning letter text in Adobe LiveCycle Designer

Search for Suitable Standard Form

Carla needs to modify the text of the dunning letter for her custom dunning procedure. To begin, she must identify the name of the standard form template currently assigned.

Following the steps she found in the Process Navigator - SAP for Meplatform, she can achieve this:

  1. Open the Process Navigator
  2. Choose the Solution Scenario app
  3. Choose theSAP Best Practices for SAP S/4HANA Cloud Public Edition Solution Scenario.
  4. Go to the Accelerators tab.
  5. Choose the Reference button.
  6. Choose the Form app.
  7. Open the Excel sheet provided.
  8. Look for the Dunning notice in the name column.

Hint

By following these steps, Carla finds that the form template for application FFO_DUNN is named FIN_FO_DUN_NOTE.

Maintain Form Templates

The figure illustrates the process Carla needs to follow to create a custom template for dunning letters in the SAP S/4HANA Cloud system. She should use the Maintain Form Templates app to navigate to the Predelivered Templates tab and locate the FIN_FO_DUNN_NOTE template. After copying it, she accesses the Custom Templates tab to find the copied form. Carla must download this form to her local machine for editing using Adobe LiveCycle Designer. Once customized, she uploads the modified form back to the system by selecting the Upload button in the same app, using the recommended master form SOMU_FORM_MASTER_A4 for enhancements.

To create more strongly worded dunning letters for dunning levels 2 and 3, Carla must create a customer-specific template. Here's a step-by-step guide on how she can do this:

  1. Access the Template:

    Carla needs to go to the SAP S/4HANA Cloud System and use the Maintain Form Templates app to find the FIN_FO_DUNN_NOTE template.

  2. Locate the Template:

    In the Maintain Form Templates app, she should navigate to the Predelivered Templates tab and search for the previously identified FIN_FO_DUNN_NOTE template.

  3. Copy the Template:

    Once located, she should select the template and create a copy of it.

  4. Prepare for Customization:

    Next, Carla should go to the Custom Templates tab, remove the filter by Name, and find the form she just copied.

  5. Download the Form:

    She needs to download the form to her local machine to make further edits using Adobe LiveCycle Designer.

  6. Customize the Form:

    Carla can then open the downloaded form inAdobe LiveCycle Designer (version 10.4 or higher) for customization. During the download process, she should also select the appropriate master form for it. The commonly used master form is SOMU_FORM_MASTER_A4, which is recommended here.

  7. Upload the Modified Form:

    After completing the changes in Adobe LiveCycle Designer, Carla must upload the modified form back to the SAP S/4HANA Cloud system.

    Using the same Maintain Form Templates app, she first navigates to the main form, selects the Upload button, and uploads the updated version.

By following these steps, Carla can effectively customize and enhance the dunning letters to meet the desired specifications

Note

We downloaded the main, English language version of the form and will make changes to it. Unfortunately, if you need to change forms for other languages, this must be done separately.

Carla opens the downloaded form with the Adobe LiveCycle Designer app.

The figure displays a screenshot of Adobe LiveCycle Designer, showing a form design interface for a dunning notice. The layout includes multiple text fields and placeholders for account information, dunning levels, and payment reminders. Instructions and warnings regarding overdue payments are formatted within the design view.

The screen displays four different texts in the form. These refer to the four different levels of dunning notices.

Let's help Carla change the dunning text and upload the changed version.

How to Change a Dunning Text

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