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Function documentationPrinting of Forms

 

With this function you can use SAP Interactive Forms by Adobe and the Adobe LiveCycle Designer to preview and print the detailed data of the following portfolio management objects:

  • Item

  • Initiative

Integration

The data printed in the PDF-based print form reflects the data that is displayed on the user interface. You can configure the PDF-based print form so that the data is displayed and printed according to your needs.

To print the customer fields you have created, you can either copy the SAP-delivered form and customize it, or create a PDF-based print form. You use the SFP transaction to create a print form and enable the customer fields on that form.

You must create an implementation of the BAdI BAdI: Print Fact Sheet Forms to be able to select the data in the Options area that shall be displayed on the form. Use the form name as the filter for the BAdI implementation you created. We deliver default BAdI implementations that you can copy and change accordingly for your customer fields.

Prerequisites

  • You have defined the forms in Customizing for SAP Portfolio and Project Management by choosing Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Process and Service Setting Next navigation step Forms for Printing Next navigation step Define Print Forms per Object Type End of the navigation path.

  • You have created an implementation in Customizing for SAP Portfolio and Project Management by choosing Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Global Customizing Next navigation step Process and Service Settings Next navigation step Forms for Printing Next navigation step BAdI: Print Fact Sheet Forms End of the navigation path.

  • You have opened an object to edit or display.

  • The Adobe Acrobat Reader® or the corresponding plug-in is installed.

  • You have authorization to edit or display the object.

Features

In the Options area, you can select the data to be displayed on the form. During form rendering, the system interprets the different subviews displayed in the object details as form options. Based on your option selection, the data is either displayed or hidden on the form.

Note Note

We deliver default forms for each of these object types, and the Options area for these object types is displayed if you have implemented the BAdI. We deliver filter-dependent BAdI implementations for these two object types.

You access these forms in the front-end system using the Print Fact Sheet pushbutton on the item details screen and the initiative details screen. Here, you choose and display the customer-specific print forms.

End of the note.

Activities

Item

  1. To create an item form, you navigate to the item details by choosing Start of the navigation path Portfolio Management Next navigation step Portfolio Item End of the navigation path. In the item dashboard, you click an item. The system displays the Item Details. Choose Print Fact Sheet.

  2. You can choose which form template you want to use.

  3. When you have selected the form, you can choose the options to use on the form. Choose Preview to see the result according to your choices.

  4. The system uses the Adobe Acrobat Reader® application to print the form according to your needs.

Initiative

  1. To create an initiative form, you navigate to the initiative details by choosing Start of the navigation path Portfolio Management Next navigation step Portfolio Initiative End of the navigation path. In the initiative dashboard you click an initiative. The system displays the Initiative Details. Choose Print Fact Sheet.

  2. You can choose which form template you want to use.

  3. When you have selected the form, you can choose the options to use in the form. Choose Preview to see the result according to your choices.

  4. The system uses the Adobe Acrobat Reader® application to print the form according to your needs.

Custom Form/Customer Fields

You can also design your own form to use custom fields according to your needs. The steps are as follows:

  1. You create or copy the standard forms delivered for each object type and rename them to custom forms.

  2. You create the required customer fields in the layout.

    Note Note

    To organize the customer fields in the layout, you create a folder within the form and place all the customer fields within the folder.

    End of the note.

  3. You identify the object-type-specific custom form in Customizing for SAP Portfolio and Project Management, by choosing Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Process and Service Settings Next navigation step Forms for Printing Next navigation step Define Print Forms per Object Type End of the navigation path.

  4. You create a BAdI implementation for the BAdI: Print Fact Sheet Forms. You can copy the existing delivered implementation. Rename the filter to refer to the custom form name.

    Note Note

    If you create a new implementation without copying, create a filter for the BAdI implementation and refer to the custom form name.

    End of the note.

  5. You must enable the Options area for the customer fields and the custom forms in the BAdI implementation BAdI: Print Fact Sheet Forms otherwise the system considers the fall-back class with only limited selection options.

  6. If there are customer fields which refer to currency fields or quantity fields, you have to define these fields in the Currency/Quantity fields of the form interface.