Report Management: Process (SAP Library - Product Safety (EHS-SAF))

Report Management: Process

Purpose

Prerequisites

You must have the appropriate authority to process reports in report management:

A user with authorization for the rating PUBLIC can only display entries that originated from generation variants rated as PUBLIC only.

You have installed the current EH&S version of Windows Wordprocessor Integration (WWI).
To generate reports from report templates, you first have to:

Assign substance characteristic values including usage and active indicator

See: Substance Management

Create the report template

See: Maintaining Document Templates

Define the layout of the report template and release it

See: Maintaining Document Template Layouts

Create a generation variant, maintain the usage for it and assign the appropriate report template to it

See: Maintaining Generation Variants

Process flow

In the substance management hit list, you can generate a test report from a report template to check the layout and print the report as required.

Report templates are linked to usage through substance report generation variants (SRGV).

More information

Procedure

Report Template (SBV)

Reports (SBR)

Generation Variant

Testing Layouts

You first create a report for a substance, generation variant and language by generating a report request manually in substance management. You use the generation variant indicators to control the subsequent work steps within report management.

	More information		Procedure
	Generation Variant Indicators		Creating Report Requests Manually

You can use the R/3 System to generate a worklist for reports in which changes have been made subsequently to phrase or substance data. The R/3 System subsequently generates all reports affected automatically and sets the reports to the initial status you defined in the generation variant header.

The R/3 System places manually generated report requests in the worklist.

You can monitor the generation using the WWI monitor.

More information

Procedure

Report Management Worklist

Generating Worklists

Displaying the WWI Monitor

In report management, the reports are displayed in the report tree. The worklist is processed according to report status.

You use the initial status and the indicator for the corresponding generation variant to determine if a report

Must be generated manually as it was created manually
Must pass through different control regimes in release
Must be taken into account in versioning
Is to be set to status Historical automatically if a new report is generated subsequently and released

More information

Procedure

Report Trees

Releasing Reports

Versioning Reports

Processing Worklists for Reports

You can use the following additional functions in report management:

You can display reports as Microsoft Word documents from the hit list. The R/3 System determines default values for report symbols of type Parameter. You can overwrite these values.
Substance assignment enables you to assign several substances to one report (n:m relationship between substance and report).
You can compare the currently released report with the previous version.