Editing Personalization Hierarchies

Using the IMG activity Edit Personalization Hierarchy (transaction FPB_MAINTAIN_HIER) you can enhance the delivered personalization hierarchy, or construct your own parallel hierarchy. Moreover, you can add new characteristics in the personalization applications delivered.

It makes good sense to store general characteristics, where a large number of different applications/iViews access their personalization data, at the top of the personalization hierarchy. However, this may not be appropriate for other characteristics. For example, a manager may want to see different cost elements in a cost center report than in a planning application. In this example, the cost element characteristic would have to be found for two different personalization applications of the personalization hierarchy.

Editing Personalization Dialogs

The IMG activity Edit Personalization Dialog (transaction FPB_MAINTAIN_DIALOG) gives you the option of defining your own personalization dialogs for entering personalization data. This function may be of use to you, for instance, if you have added characteristics in the personalization hierarchy. To be able to enter personalization data for these characteristics manually, the new characteristics must be part of a personalization dialog.

Use of Groups

If you use groups, there are some special aspects to be noted with the use of the personalization framework.

For each personalization characteristic in the personalization hierarchy, you can specify in the IMG activity Edit Personalization Hierarchy whether the personalization is possible for one or several groups. Personalization of group intervals is not supported.

If the personalization of groups for a personalization characteristic is allowed, you establish the reference to the ABAP Dictionary by means of a corresponding data element and/or a reference structure with an associated reference field. This reference is necessary for purposes such as conversions (internal/external format) and field help.

Restrictions within the Financials Environment

For technical reasons, end users cannot be offered search help or input help for groups when entering personalization data using the personalization dialog in the portal. With the corresponding personalization dialogs in Customizing, however, search help and input help is available to the administrator for the following groups of personalization characteristics:

For personalization characteristics you created yourself, search help and input help are only available to the administrator if the characteristics reference the structures and fields listed above.