Printing of Forms 

Use

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 SAP xApps Resource and Portfolio Management (SAP xRPM) objects:

·        Item

·        Initiative

Integration

The data printed on the PDF-based print form mirrors the data which is displayed on the user interface. You can configure the PDF-based print form as per your requirements so that the data is displayed and printed as per 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 also create a BAdI implementation BAdI: Print Fact Sheet Forms  to handle the options of 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 xApp Resource and Portfolio Management (SAP xRPM) by choosing Global Customizing ® Process and Service Settings ® Forms for Printing ® Define Print Forms per Object Type.

·        You have created an implementation in Customizing for SAP xApp Resource and Portfolio Management (SAP xRPM) by choosing Global Customizing ® Process and Service Settings ® Forms for Printing ® BAdI: Print Fact Sheet Forms.

·        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

Form options handling enables you to print specific data on the form. During form rendering, the system interprets the different tab pages displayed in the object overview as form options. To enable options handling, the system uses BAdI implementations of BAdI: Print Fact Sheet. Based on your option selection the data is displayed or hidden on the form.

We deliver default forms for each of these object types, and options handling for these object types is delivered using BAdI handling. 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 actions link for item and initiative. Here you choose and display the customer-specific print forms.

 

Activities

Item

       1.      To perform the item form handling, you navigate to the item overview by choosing Portfolio Management ® Portfolio Management ® Item Dashboard and then click an item. The system displays the Item Overview. In the navigation panel, choose Print Fact Sheet.

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

We deliver one form for SAP xRPM item handling.

       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 perform the initiative form handling, you navigate to the initiative overview by choosing Portfolio Management ® Portfolio Management ®Initiative Dashboard and then click an initiative. The system displays the Initiative Overview. In the navigation panel, choose Print Fact Sheet.

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

We deliver one form for SAP xRPM initiative handling.

       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.

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 per object type and rename it to a custom form.

       2.      You create the required customer fields on the layout

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

       3.      You identify the object type-specific custom form in Customizing via SAP xApp Resource and Portfolio Management (SAP xRPM) by choosing Global Customizing ® Process and Service Settings ® Forms for Printing ® Define Print Forms per Object Type.

       4.      You create a BAdI implementation for the BAdI: Print Fact Sheet Forms. Existing delivered implementation may be copied. Rename the filter to refer to the custom form name.

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

       5.      In the BAdI implementation BAdI: Print Fact Sheet Forms, enable the options handling for the custom fields. Refer to the existing options handling for examples here.

¡        The options enabled here will be displayed as the drop down in the user interface.

¡        Every custom form created needs a related BAdI implementation associated to it for options handling. Otherwise the systems considers the fall back class with only limited options handling.

       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.