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Customize Form Layout to meet Localization Requirements

This blog post describes a sample business scenario for generating forms in a custom layout and how to do such an extension on the SAP S/4HANA Cloud. The process is described using a billing document as an example.

Such a custom layout might be required because of a common business practice, or because it is required by the law. For example, you need to print a billing document in a custom form layout.

The standard system provides forms of two types:

  • Master Forms: They contain static data that is common across different types of forms. For example, a master form for use in both sales orders and purchase orders. Both forms display generic data such as a logo aligned on the top right corner, footer information about the company website, address and contact data.
    .
  • Content Forms: They contain information specific to a form, for example purchase order relevant information, or information that is needed only on a sales order. The form contains basic information coming from the underlying master form, and additional information specific to the content form.

There are pre-defined templates available for master and content forms that can be reused and customized. You can also create customized form templates.

Note: Information provided in this document is as per features available in SAP S/4HANA Cloud release 1905. There might be variations to screen and field names in other release versions.

Prerequisites

You have administrative access to SAP S/4HANA Cloud and have implementation experience on the system.

Authorizations

Business Role Business Role ID
Configuration Expert – Business Network Integration SAP_BR_CONF_EXPERT_BUS_NET_INT
Expert Configuration Expert – Business Process Configuration SAP_BR_BPC_EXPERT

Implementation

  1. Download form template (Maintain Form Templates app)
    • Download the required master or content form template from the Pre-delivered Templates option on the Maintain Form Template app.
    • Edit and customize the form as desired using Adobe LiveCycle. You can also create a new custom form template.
      Note: Specify the Data Source while creating the new custom template, which should be the same as the as the data source of the downloaded standard form template.
  2. Upload custom form (Maintain Form Templates app)
    • Specify the type of form while uploading the customized form to the system.
  3. Select organization level for the custom form (Implementation Cockpit app)
    • Configure the custom master or custom form at the required organization level.
    • Create a new entry for the custom form template that you have uploaded into the system and assign it to the relevant object types.
      See Also: Master Template Determination
  4. Assign custom form to the print billing document (Output Parameter Determination app) 
    • Enter the information required for assigning the form to a billing document. For example, select the following:
      • Billing Document against Show Rules
      • Form Template in the Determination Step 
      • Output Type as Billing Document
    • Specify the name of the custom form against Form template.
    • Activate the assignment.
      See Also: Assign Form Templates
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