The Appropriation Requests component offers three different transactions for entering data for appropriation requests. The processing transaction that you use depends on your responsibilities. (For example, are you responsible for master data maintenance or for planning?)

In combination with the roles provided by SAP, this offers the advantage not only of a selection of transactions tailored to the user’s needs, but also screen layouts in these transactions suited to individual requirements.

The way the transaction is shown is dependent on the combination of the appropriation request type and the processing transaction. To make the screen layout dependent on the transaction, you make the following settings in Customizing for Investment Management. Choose Appropriation Requests ® Master Data ® Control Data ® Define Screen Layout for Appropriation Requests:

1. Select Transaction as an influencing field in the Field Selection screen.
2. Define the allowed selection criteria for the initial screen per transaction, and specify the standard selection criteria.

If you did not enter tab layouts in the appropriation request type, then the system uses the standard system tab layouts.

The tab layout and screen layout that SAP provides for the processing transactions are to be considered as recommendations that you can modify to reflect the needs of various roles. You can modify the tab layout and screen layout to better reflect your requirements at any time.

The processing transactions available are listed below:

• Standard appropriation request
• Simplified appropriation request
• Internet appropriation request

The transactions differ from each other in their initial screen, their screen layout, and their tab layout. They can be assigned to different roles.

All of the processing transactions contain functions for creating, changing and displaying appropriation requests.

You can choose whether or not to display the worklist function in the processing transaction by choosing Worklist on or Worklist off. The worklist is a complex tool for targeted selection of existing appropriation requests. In the worklist you can

• Display the most recently processed appropriation requests (choose History)
• Display the appropriation requests that meet the last selection criteria entered (choose Hit list)
• Select appropriation requests using various, combinable search criteria (for example, appropriation request type, cost center) by choosing New selection

The bottom part of the worklist shows the hit list that results. You select an appropriation request from this list for further processing ( Display, Change, Delete).

For each of the three processing transactions, you can enter your own tab layout in the appropriation request type. In this way, users with different responsibilities can create and process the same appropriation requests, but each user sees different tab pages, on which different fields appear.

The standard appropriation request transaction is intended for users, who use the full functions of the Appropriation request object. The simplified appropriation request transaction is intended for applicants and planners at the local level (for example, their tasks may include creating appropriation requests, or processing plan values). This transaction is especially suited for users who have limited authorization, or only need limited information.

The Internet appropriation request transaction, with its simple screen layout, is intended specifically for the Internet. Appropriation requests can be created and changed over the Internet using this transaction. One possible scenario: the R/3 System is located in corporate headquarters only, and users in subsidiaries do not have direct access to R/3. But, using the Internet, the subsidiaries could process appropriation requests.

When the transaction is called via Internet and Intranet in the Web browser, the transaction is displayed without the menu bar and the application toolbar. It consists only of the initial screen and a data screen.