Function documentationCustomizing for PDF Headers and Signatures

 

For the PDF forms, you must define which role titles and names are to be printed in the header and signature sections of the forms. You define role titles and names for the signature section (for example, the role titles Financial Controller and Accountant, and the names of the financial controller and the accountant who have to sign the forms). You also define role titles and names for the header section (for example, the names of the relevant organizational units and departments).

Activities

You make the following settings in Customizing for Public Sector Management:

  • You define the relationship between the FM area and the company code under Start of the navigation path Funds Management Government Next navigation step Information System Next navigation step Define the Company Code to Get Role IDs for an FM Area End of the navigation path. This enables the system to derive the correct role IDs when you print a PDF form for a particular FM area.

  • You define the role IDs and corresponding role titles and names under Start of the navigation path Funds Management Government Next navigation step Information System Next navigation step Headers and Signatures End of the navigation path. You make the following settings:

    • In the Maintain Role IDs Customizing activity, you define the required role IDs. The role ID enables you to assign the role title and name to the PDF form.

    • In the Maintain Header and Signature Texts for Reporting Customizing activity, you assign a role title and name to each role ID in the relevant company code.

    • In the Maintain Signatures for PDF-Based Forms Customizing activity, you assign one or more role IDs to the PDF forms in the relevant company code. You assign the role ID to the required signature ID. The signature ID defines the position of the text (that is, role title and name) on the form.