If SAP Class system for Securities & Listed Derivatives is not enough for you and you still need some custom fields to classify your Securities and to store some data – starting from ERP6.0 Enhancement Package 5 you have such possibility.
One tab page has been predefined by SAP and you can customize the names and values of the available fields.
With predefined tab you will have predefined layout and predefiend fields.
Fields:
- 10 Short text fields
- 5 Long text fields
- 5 Free text fields
- 4 Date fields
- 2 Currency fields
You can customize predefined fiedls (short and long text fields):
- Names
- Values
Step 1. Define Heading for Tab Page
IMG -> Financial Supply Chain Management -> Treasury and Risk Management -> Transaction Manager -> Securities -> Master Data -> Specific Class Data -> Additional Tab Pages in Class Data -> Predefined Tab Page -> Define Heading for Tab Page (tr. SM30 -> VWPV_TAB_NAME)
Here we define Tab name as it will appear in FWZZ transaction.
In “Tab page name” field you can enter any Id of the tab you want. Put a checkmark in “Default” field (actually you can enter as many as you want Tab page names – but only “Defaul” text will appear) and add Long text for tab name. This text will appear in FWZZ transacton.
Step 2. Define Names:
IMG -> Financial Supply Chain Management -> Treasury and Risk Management -> Transaction Manager -> Securities -> Master Data -> Specific Class Data -> Additional Tab Pages in Class Data -> Predefined Tab Page ->
- For Currency Attributes (SM30 -> VWPV_ATTR_C)
Here you enter Attribute Id. Ids are predefined. You have to choose the one you want to use. And add name to it.
- Define Names for Date Attributes (SM30 -> VWPV_ATTR_D)
The same operations as for Currency Attributes
- Define Names for Free Text Attributes (SM30 -> VWPV_ATTR_FR)
The same operations as for Currency Attributes
- Define Names and Values for Short Attributes (SM34 -> VWPVC_FREE_ATTR_VALUES_S)
The same operations as for Currency Attributes – select Attribute Id and enter texts
Then select attribute for which you need to enter values and double click “Short attribute values and texts”.
Enter Text Id and value for text id.
- Define Names and Values for Long Attributes (SM34 -> VWPVC_FREE_ATTR_VALUES_L)
The same as for short Attributes
Define label for fields
Enter values for fields
Step 3. Open predefined tab
IMG -> Financial Supply Chain Management -> Treasury and Risk Management -> Transaction Manager -> Securities -> Master Data -> Product Types -> Define Product Types (tr. S_ALR_87004244)
When you do not choose a field here, then the tab page won’t be available in the class data for this product type.
Choose Product type and press “Field selection” button
Double click at “Customer data” entry
Select the field status you need
Step 4. Enjoy predefined data
If you still need to define/develop your custom data you have still another possibility – Custom data and tabs in TRM (index)
Hi Grigoriy,
Very nice blog… 🙂
We are using EHP7 but I am unable to see the path in SPRO for “Additional Data page in Class data “. To get this we need to activate any business function ?
You are welcom, Naresh.
EHP7: my path.
If you are not able to find this path then check in tr. SFW5 if business function FIN_TRM_LR_FI_AN_3 fully activated:
https://websmp201.sap-ag.de/~sapidb/011000358700000726692010/
Thanks a lot Grigoriy…. 🙂
Hi Grigoriy,
Activating this Business function FIN_TRM_LR_FI_AN_3 and FIN_TRM_LR_FI_AN_2( Direct Dependency) has any side effects on existing system ? Do you have any idea on this.
We are still in implementation phase only.
What i suggest you is to activate all business function for TRM on your EHP7 because there a lot of new functionality for you there.
I didn’t face myself with any side effects, so i can’t say anything about that.