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Dynamic Actions on Steroids

Session 301
Donna Wendling
Sherryanne Meyer
Today’s Agenda
•   Who Is Air Products?
•   Today’s Objectives -- Learning Points
•   Brief Overview – What is a Dynamic Action?
•   The “Basics” - Components of a Dynamic Action
•   Various Scenarios
    1.   Date Specifications
    2.   Tax Area POWER!!!!!
          MORE
    3.   Family/Related Persons
•   How To “Kick it up a Notch”

                                                    2
Who is Air Products
Fast Facts
•   Global gases, chemicals, equipment and services provider
•   Serving technology, energy, healthcare and industrial
    markets
•   Fortune 500 company
•   Chemical industry safety leader
•   Operations in more than 30 countries
•   ~20,000 employees worldwide
•   Known for our innovative culture and operational
    excellence
                                                            3
HOMECARE
 Who is Air Products
 HELIUM


                          HYDROGEN
                          NITROGEN
SPECIALTY
  GASES
            POLYMERS
                                4
SAP HR Countries       UK
                     Ireland
                     Belgium
    Canada         Netherlands
                    Germany
      United         France
      States        Spain, Italy, Portugal     Japan
                                               Korea
                             Israel China
                                               Taiwan
                                 Hong Kong
                                             Indonesia
                                             Singapore
                                              Malaysia



                                                   5
SAP-HR and Air Products
•   2001 Org Management, HR Admin, Compensation, Benefits,
    Time Entry, US Payroll, Structural Security, ESS, MDT
•   2002 Appraisals, C&SP, TEM, Workflow, BW
•   2002 HR / ERP Integration
•   2003 HR Phase 3 – Southern Europe
•   2004 HR Phase 4 – Asia
•   2004 Recognized SAP Certified Competency Center
•   2005 MSS-Phase 1
•   2006 ECC 5.0, Learning Solution, Israel


                                                        6
Today’s Objectives: Learning Points
•   What is a Dynamic Action and what can it do for you
     • Automate business processes –
         • Saves time by performing routine tasks
     • Insure data integrity
     • Empower Global Power Users to successfully manage data
•   Create new and improved Dynamic Actions
•   Maximize the power of a Dynamic Actions

    * None of the employees or data represented on the
    following slides is real.

                                                                7
Brief Overview –
What is a Dynamic Action?
As defined by SAP

•   Dynamic actions trigger automatic processing
    when specific infotype records are maintained.

•   The advantage of dynamic actions is that the
    system saves you time by performing routine tasks


                                                     8
Brief Overview –
Personnel Action vs Dynamic Action

•   Personnel Actions are a series of Infotypes that are
    added, changed, completely or partially deleted or
    delimited for the reason specified (i.e. Hiring,
    Leave, Termination, etc.)

•   Dynamic actions are automated and can use
    decision logic to enhance a Personnel Action for
    maintenance of a specific Infotype
                                                       9
IType: Infotype     Field n: Start

The Basics -
that triggers the   action when          Variable Function Part:
dynamic action      maintaining a        Specifies the processing
  Components of a Dynamic Action
                    specific field       details when the dynamic
                                         action is triggered
     Sty: Focus No:
          on a specific       Sequence
          subtype             number




                                              S: Step Indicator
 FC: Maintenance Operation                    P – Check conditions
 02 – Change                                  I – Maintain Infotype Record
 04 – Create                                  W – Default values for a new record
 06 – Create and change                       V – Reference to another step
 08 – Delete                                  F – Call a FORM routine
 10 – Change and Delete                           (subroutine in ABAP);
 12 – Create and Delete                       M – Send Mail

                                                                           10
The Basics –
Variable Function Part
•   Values of an old data record are in structure PSAVE.
•   Operations on Infotypes can be run in the background by
    entering /D at the end of the line.
•   Logical OR links must be indicated by /X.
•   When calling a routine you can use internal (module pool)
    and external routines
    •   When calling an external routine, enter name of program in
        parentheses after the form name
    •   It is not possible to transfer parameters to the routine
    •   For transferring values from the routine you can use fields in the
        RP50D structure
                                                                             11
The Basics –
RP50D Structure – Return Values




                                  12
Scenario 1
      Date Specifications -
Populating Key Dates Dynamically




                                   13
Scenario 1 – Date Specifications
Create Key Dates
• Hire Action (Z1)
• Dynamic action will create Infotype 0041 (Date
  Specifications) in background and populate various
  dates for that employee
            Original Hire Date (Z1)
            Employment Date (Z4)
            Date in Grade (X6)
                                                  14
Create IT0041 and populate dates




                       Personnel Action Z1




                         Create Date Types




                                             15
End Result




        16
Scenario 1 – Date Specifications
Challenge:     Update Key Dates

• Anytime Pay Scale Group changes on Infotype 0008
  (Basic Pay) – Automatically update the Date in
  Grade (X6) on Infotype 0041 (Date Specifications)

• BUT……How do I find the Date in Grade (X6) on
  Infotype 0041 and update it using a Dynamic Action
  ????????


                                                  17
Answering The Challenge   1. Check Previous Pay
                              Scale Group Not equal to
                              New Pay Scale Group
3. Copy IT 41 in              2. Call procedure to
Background                    locate X6 Date Type and
                              set RP50D-FIELD1

4. Check Value of
RP50D-Field1.
Update X6 date
on IT 41




                                                   18
Walk Through: Update Existing Date Type

Example:
In the Org
Reassignment
Action,
Pay Scale
Group is
updated on
Infotype 0008
(Basic Pay)

                                      19
Procedure to Update Existing Date Type




                                    20
Walk Through: Update Date Type cont’d




                                   21
Scenario 2
   Default Tax Area
Based on Work Location




                         22
Scenario 2 –
Default U.S. Work Tax Area

• Hire (Z1), Rehire (Z2) or Org Reassignment (U2)
  Actions

• Dynamic Action will Create Infotype 208 (Work Tax
  Area) and default Tax Area based on employees
  Personnel Subarea (work location)



                                                      23
Scenario 2 – Default Tax Area
   Based on IT0001-Org Reassignment



PSA=157


 Work Tax
  =KY0J




                                      24
End Result




         25
Scenario 2 – Default Tax Area
The Challenge –Too many Tax Areas!

• There are so many work Tax Areas to default –
  we’re running out of room on dynamic action table
  for Infotype 0001 – maximum 999 lines

• So how can I manage all the Tax Areas necessary
  without maxing out the Dynamic actions table
  entries for 0001??????


                                                      26
The Challenge –Too many Tax Areas!

                            1. Check Action is Hire
                            (Z1), Rehire (Z2) or Org
                            Reassignment (U2) and
                            Country is US

                             2. Call Procedure to
                             lookup Work Tax Area
3. Insert Infotype           based on PSA on IT
0208                         0001. Set value of
                             RRP50D-FIELD1
4. Write RP50D-
Field1 to Work Tax
area and set
percent to 100
                                                 27
Walk Thru – New Dynamic Action




                                 28
Procedure for new dynamic action…




                                    29
Walk Thru – New Dynamic Action   cont’d




                                          30
Scenario 3
 From IT0002-Personal Data
Create IT0021-Family Member




                              31
Scenario 3 – Personal Data
Create IT0021 Family Related Persons

 • Hire (Z1) action
 • Dynamic Action will Create Infotype 0021
   (Family/Related Person) Subtype 2 (Child) for
   every dependent
 • Evaluate # of dependents (ANZKD) when Infotype
   0002 (Personal Data) is created

                                                32
Create IT0021 Family Related Persons




If # Deps
    = 1,
   Insert
  IT0021



                                    33
Create IT0021 Family Related Persons




                                   34
End Result




             35
Scenario 3 – Personal Data
The Challenge – Adding Dependents

• Dynamic action for entries into # of dependents
  works great on the initial Hire action ….
• BUT……How can create the correct number of
  Infotype 0021 (Family/Related Person) anytime
  Infotype 0002 is changed or created and # of
  dependents (ANZKD) is increased.


                                                    36
Answering the Challenge   1. Check
                             previous # is
                             less than new #
                             of Dependents

                             2. Call Procedure
                             to get previously
3. Check value               saved # of
of RP50D-                    Dependents and
Field1. Insert               calculate the
correct number               difference. Set
of IT0021, Sty 2             RP50D-FIELD1
records.


                                         37
Determining previous entry




                             38
Walk Through – New dynamic action




                                    39
Procedure for new dynamic action




                PCL4 cluster
                stores the
                changes made to
                infotype
                documents.
                                   40
Procedure for new dynamic action




                                   41
42
Family/Related
Persons Infotype
dynamically appears
first time.
Enter first dependent
information
Save

                        43
Family/Related
Persons Infotype
dynamically appears
second time.
Enter second
dependent
information
Save
                      44
Or you could………..




                    45
Much Simpler code……




                      46
Return on Investment

• Data Integrity
  • Controls placed in system to ensure accuracy
     (i.e., of tax authority)
• Efficiency
  • Time saved in entering infotypes repeatedly
• Enables downstream processes
  • Compensation Planning process more efficient
    with Date in Grade
                                                   47
Key Learnings
•   Nothing is foolproof - 80/20 Rule
•   Dynamically some business processes can be enabled
•   Dynamically some data entry can be automated
•   Basic Dynamic Actions can provide value added
    benefits
    •   Automating business processes – saves time by
        performing routine tasks
    •   Insuring data integrity
    •   Empowering Global Power Users to successfully manage
        data
•   Dynamic Actions enhanced with some simple ABAP
    code make the impossible possible
                                                         48
Thank you for participating!
Please remember to complete and
return your session evaluation
form following this session.

Donna Wendling
Sherry Meyer

Session Code 301

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Dynamic Actions On Steroids

  • 1. Dynamic Actions on Steroids Session 301 Donna Wendling Sherryanne Meyer
  • 2. Today’s Agenda • Who Is Air Products? • Today’s Objectives -- Learning Points • Brief Overview – What is a Dynamic Action? • The “Basics” - Components of a Dynamic Action • Various Scenarios 1. Date Specifications 2. Tax Area POWER!!!!! MORE 3. Family/Related Persons • How To “Kick it up a Notch” 2
  • 3. Who is Air Products Fast Facts • Global gases, chemicals, equipment and services provider • Serving technology, energy, healthcare and industrial markets • Fortune 500 company • Chemical industry safety leader • Operations in more than 30 countries • ~20,000 employees worldwide • Known for our innovative culture and operational excellence 3
  • 4. HOMECARE Who is Air Products HELIUM HYDROGEN NITROGEN SPECIALTY GASES POLYMERS 4
  • 5. SAP HR Countries UK Ireland Belgium Canada Netherlands Germany United France States Spain, Italy, Portugal Japan Korea Israel China Taiwan Hong Kong Indonesia Singapore Malaysia 5
  • 6. SAP-HR and Air Products • 2001 Org Management, HR Admin, Compensation, Benefits, Time Entry, US Payroll, Structural Security, ESS, MDT • 2002 Appraisals, C&SP, TEM, Workflow, BW • 2002 HR / ERP Integration • 2003 HR Phase 3 – Southern Europe • 2004 HR Phase 4 – Asia • 2004 Recognized SAP Certified Competency Center • 2005 MSS-Phase 1 • 2006 ECC 5.0, Learning Solution, Israel 6
  • 7. Today’s Objectives: Learning Points • What is a Dynamic Action and what can it do for you • Automate business processes – • Saves time by performing routine tasks • Insure data integrity • Empower Global Power Users to successfully manage data • Create new and improved Dynamic Actions • Maximize the power of a Dynamic Actions * None of the employees or data represented on the following slides is real. 7
  • 8. Brief Overview – What is a Dynamic Action? As defined by SAP • Dynamic actions trigger automatic processing when specific infotype records are maintained. • The advantage of dynamic actions is that the system saves you time by performing routine tasks 8
  • 9. Brief Overview – Personnel Action vs Dynamic Action • Personnel Actions are a series of Infotypes that are added, changed, completely or partially deleted or delimited for the reason specified (i.e. Hiring, Leave, Termination, etc.) • Dynamic actions are automated and can use decision logic to enhance a Personnel Action for maintenance of a specific Infotype 9
  • 10. IType: Infotype Field n: Start The Basics - that triggers the action when Variable Function Part: dynamic action maintaining a Specifies the processing Components of a Dynamic Action specific field details when the dynamic action is triggered Sty: Focus No: on a specific Sequence subtype number S: Step Indicator FC: Maintenance Operation P – Check conditions 02 – Change I – Maintain Infotype Record 04 – Create W – Default values for a new record 06 – Create and change V – Reference to another step 08 – Delete F – Call a FORM routine 10 – Change and Delete (subroutine in ABAP); 12 – Create and Delete M – Send Mail 10
  • 11. The Basics – Variable Function Part • Values of an old data record are in structure PSAVE. • Operations on Infotypes can be run in the background by entering /D at the end of the line. • Logical OR links must be indicated by /X. • When calling a routine you can use internal (module pool) and external routines • When calling an external routine, enter name of program in parentheses after the form name • It is not possible to transfer parameters to the routine • For transferring values from the routine you can use fields in the RP50D structure 11
  • 12. The Basics – RP50D Structure – Return Values 12
  • 13. Scenario 1 Date Specifications - Populating Key Dates Dynamically 13
  • 14. Scenario 1 – Date Specifications Create Key Dates • Hire Action (Z1) • Dynamic action will create Infotype 0041 (Date Specifications) in background and populate various dates for that employee Original Hire Date (Z1) Employment Date (Z4) Date in Grade (X6) 14
  • 15. Create IT0041 and populate dates Personnel Action Z1 Create Date Types 15
  • 17. Scenario 1 – Date Specifications Challenge: Update Key Dates • Anytime Pay Scale Group changes on Infotype 0008 (Basic Pay) – Automatically update the Date in Grade (X6) on Infotype 0041 (Date Specifications) • BUT……How do I find the Date in Grade (X6) on Infotype 0041 and update it using a Dynamic Action ???????? 17
  • 18. Answering The Challenge 1. Check Previous Pay Scale Group Not equal to New Pay Scale Group 3. Copy IT 41 in 2. Call procedure to Background locate X6 Date Type and set RP50D-FIELD1 4. Check Value of RP50D-Field1. Update X6 date on IT 41 18
  • 19. Walk Through: Update Existing Date Type Example: In the Org Reassignment Action, Pay Scale Group is updated on Infotype 0008 (Basic Pay) 19
  • 20. Procedure to Update Existing Date Type 20
  • 21. Walk Through: Update Date Type cont’d 21
  • 22. Scenario 2 Default Tax Area Based on Work Location 22
  • 23. Scenario 2 – Default U.S. Work Tax Area • Hire (Z1), Rehire (Z2) or Org Reassignment (U2) Actions • Dynamic Action will Create Infotype 208 (Work Tax Area) and default Tax Area based on employees Personnel Subarea (work location) 23
  • 24. Scenario 2 – Default Tax Area Based on IT0001-Org Reassignment PSA=157 Work Tax =KY0J 24
  • 26. Scenario 2 – Default Tax Area The Challenge –Too many Tax Areas! • There are so many work Tax Areas to default – we’re running out of room on dynamic action table for Infotype 0001 – maximum 999 lines • So how can I manage all the Tax Areas necessary without maxing out the Dynamic actions table entries for 0001?????? 26
  • 27. The Challenge –Too many Tax Areas! 1. Check Action is Hire (Z1), Rehire (Z2) or Org Reassignment (U2) and Country is US 2. Call Procedure to lookup Work Tax Area 3. Insert Infotype based on PSA on IT 0208 0001. Set value of RRP50D-FIELD1 4. Write RP50D- Field1 to Work Tax area and set percent to 100 27
  • 28. Walk Thru – New Dynamic Action 28
  • 29. Procedure for new dynamic action… 29
  • 30. Walk Thru – New Dynamic Action cont’d 30
  • 31. Scenario 3 From IT0002-Personal Data Create IT0021-Family Member 31
  • 32. Scenario 3 – Personal Data Create IT0021 Family Related Persons • Hire (Z1) action • Dynamic Action will Create Infotype 0021 (Family/Related Person) Subtype 2 (Child) for every dependent • Evaluate # of dependents (ANZKD) when Infotype 0002 (Personal Data) is created 32
  • 33. Create IT0021 Family Related Persons If # Deps = 1, Insert IT0021 33
  • 34. Create IT0021 Family Related Persons 34
  • 36. Scenario 3 – Personal Data The Challenge – Adding Dependents • Dynamic action for entries into # of dependents works great on the initial Hire action …. • BUT……How can create the correct number of Infotype 0021 (Family/Related Person) anytime Infotype 0002 is changed or created and # of dependents (ANZKD) is increased. 36
  • 37. Answering the Challenge 1. Check previous # is less than new # of Dependents 2. Call Procedure to get previously 3. Check value saved # of of RP50D- Dependents and Field1. Insert calculate the correct number difference. Set of IT0021, Sty 2 RP50D-FIELD1 records. 37
  • 39. Walk Through – New dynamic action 39
  • 40. Procedure for new dynamic action PCL4 cluster stores the changes made to infotype documents. 40
  • 41. Procedure for new dynamic action 41
  • 42. 42
  • 43. Family/Related Persons Infotype dynamically appears first time. Enter first dependent information Save 43
  • 44. Family/Related Persons Infotype dynamically appears second time. Enter second dependent information Save 44
  • 47. Return on Investment • Data Integrity • Controls placed in system to ensure accuracy (i.e., of tax authority) • Efficiency • Time saved in entering infotypes repeatedly • Enables downstream processes • Compensation Planning process more efficient with Date in Grade 47
  • 48. Key Learnings • Nothing is foolproof - 80/20 Rule • Dynamically some business processes can be enabled • Dynamically some data entry can be automated • Basic Dynamic Actions can provide value added benefits • Automating business processes – saves time by performing routine tasks • Insuring data integrity • Empowering Global Power Users to successfully manage data • Dynamic Actions enhanced with some simple ABAP code make the impossible possible 48
  • 49. Thank you for participating! Please remember to complete and return your session evaluation form following this session. Donna Wendling Sherry Meyer Session Code 301