How to Create a Custom Infotype

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Create a Personnel Administration Infotype
By Dawn Burns and Kathryn Howard
How to Create a Custom Infotype
by Dawn Burns and Kathy Howard, Electronic Data Systems
Your company has decided to create a new dress code policy. This policy will be strictly
enforced, so your company needs to ensure that everyone has read the new guidelines.
Printing the new policy and mailing this out to the employees in order to receive a signed
signature back from them is far too costly and cumbersome. A decision has been made to
create a custom infotype. You have been tasked with creating the new infotype.
Steps to Creating a Custom Personnel Administration Infotype
1. Go to transaction PM01 - Create Infotype.
There are six tabs on the transaction PM01’s screen. These are:
 Create Infotype
 Copy Infotype
 Enhance Infotype
 Enhance List Screen
 Delete Infotype
 Action Menu
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Create a Personnel Administration Infotype
By Dawn Burns and Kathryn Howard
2. Make certain you are on the create infotype tab.
3. To begin, you need to choose an infotype number from the customer name range. For
our example, we will use the infotype number 9990.
4. Ensure that you have the radio button for Employee Data selected.
5. Start the create infotype process by defining the components of the infotype. Make
sure the radio button for the PS Structure is selected.
6. Select the Create All button to have the system create the module pool (the program
with the code to process the infotype), the interface screen, the customizing table
entries, and the data dictionary objects for your infotype automatically. (NOTE: the
sequence of these steps follows a slightly different path than in the standard SAP
Help files)
Data Dictionary Entries
7. You will receive a notice stating that the PS9990 Data Dictionary Object does not
exist and you will be asked if you wish to continue. Select yes.
8. R/3 will branch you to the data dictionary.
9. Define the PS9990 structure. A structure consists of a list of components and
component types. The component is referred to in screens and programs. The
component type determines the attributes of the component, such as whether it is a
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Create a Personnel Administration Infotype
By Dawn Burns and Kathryn Howard
numeric or character field and the length of the field. Type in the name
DRESS_CODE_POL for the component and XFELD as the component type. The
short text name should be “Dress code policy” for the PS9990 structure.
10. Verify that your screen looks like the one below.
11. Now save and activate the new PS9990 structure. Since you used the PM01
transaction instead of going directly to the data dictionary to create the PS9990
structure, the system builds the top level structure P9990, including both PSHDR and
PS9990, for you. The database table PA9990 is automatically built using the
definition of P9990.
Infotype Customizing Settings
12. Carefully hit the green back arrow once (and only once). You will automatically be
taken to a view of table T582A – Infotype attributes (Customizing). Here you will
give your infotype characteristics that control the way the infotype is processed. If
you need to access the customizing table later, you may go to transaction SM30, enter
the view name V_T852A, and maintain the customizing settings there.
a. Select “New Entries”.
b. Enter your infotype number 9990 and the Short Text Name “Dress Code
Policy”.
c. Make the Time Constraint a 2 since the employee is not required to have this
infotype maintained, but if they do maintain this, they can only have one valid
record at any given time. (See Time Constraint inset for an explanation of
Time Constraints)
d. You will not have subtypes for the infotype, so you may leave the fields
relevant to subtypes blank.
e. Check the Access Auth checkbox, which indicates to use the current date for
authorization checks.
f. Check the Text checkbox, which allows text to be maintained on the infotype
via the transaction PA30 – Maintain Text functionality, via transaction PA30
with the menu path – EDIT>Maintain Text.
g. Place a 3 in the Select with Start field, which indicates if a date is entered in
PA30 in the “Period” section, records valid on the date specified are
displayed.
h. Enter a 5 into the Select w/end field, which means that the records valid any
time within the entered period are displayed.
i. For Select w/o date field, enter a 2, which means records valid for the system
date are displayed when no dates have been entered in PA30.
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Create a Personnel Administration Infotype
By Dawn Burns and Kathryn Howard
j. The Create w/o start field should be a 3. This field controls what defaults into
the start data field during a create process. A 3 indicates the system CPU date
will be used.
k. Create w/o end should be a 1. This field controls what defaults into the end
date field during a create. A 1 indicates 12/31/9999 will be used.
l. For Screen Header, you should enter the standard screen header 01. This
determines the header style displayed on the infotype screen.
m. Do not enter anything into the Retroactive Accounting Trigger section as this
infotype would not trigger any retroactivity functionality for payroll or time.
n. In the Technical Data section, place screen number 2000 in for the Single
Screen field’s value and a List Screen value of 3000. These are the standard
screens numbers that will be generated by PM01.
o. The Dialog Module will be RP_9990. The Structure will be P9990 and the
Database table will be PA9990.
p. Verify that your entries look like the ones in the screen below, then select save
and back out of the table.
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Create a Personnel Administration Infotype
By Dawn Burns and Kathryn Howard
*Please note if you are uncertain as to what the field values mean, simply place your
cursor into an R/3 field and hit your F1 key for help or F4 for possible field entry values.
You can also accomplish the same result by clicking the right mouse button and selecting
help or possible entries.
Screen Painter
13. You should now be on transaction PM01 – Create Infotype.
14. Select the Screen radio button and type in 2000 for the screen number.
15. Hit the Edit button.
16. Now you will be taken to the Screen Painter: Initial Screen. PM01 builds a screen
based on the fields in the infotype, but you will then refine the screen manually.
17. Select Layout Editor for the MP999000 Screen 2000 and then edit.
18. You will need to remove the Checkbox field/attribute from your screen as it was
inserted in the screen just as regular field, and then draw your own checkbox. To do
the delete, highlight the word Checkbox (text field) the input field and push the delete
button. Select the checkbox
Icon to draw a new box (if you do not have the
graphical editor turned on, simply select the following path: Edit -> Create Element -
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Create a Personnel Administration Infotype
By Dawn Burns and Kathryn Howard
> Checkbox.) Enter in the name of the checkbox field, which is P9990DRESS_CODE_POL. Enter “I agree to the dress code policy” as the text for the
checkbox. Double click on the field to access its attributes and make certain that
“From dict.” Is checked and your group1 number is 006.
19. Verify that the screen looks like the example below.
20. Now test your screen by clicking on the Test icon or menu path Screen>Test.
21. If you are happy with your screen, save the screen and activate it.
22. Green arrow back to the PM01 Transaction Screen
Program
23. PM01 uses P9990 to automatically generate MP999000, the module pool program for
the infotype. For this example you will not need to change the module pool program
to add edits or special processing.
24. You will not need to change the menu or toolbar. We will use the SAP standard menu
and toolbar from transaction PA30 – Maintain Master Data.
Testing
25. Go to transaction PA30 – Maintain Master Data.
26. Enter a personnel number of an employee and then type in the infotype 9990 into the
direct selection of an infotype field.
27. Hit the create icon (upper left hand corner of the Maintain Master Data screen.)
Verify that your screen looks like the one below (minus the header information.)
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Create a Personnel Administration Infotype
By Dawn Burns and Kathryn Howard
Congratulations, you have created a custom PA infotype!
Dawn Burns is an SAP Certified Human Resources consultant for Electronic Data
Systems (EDS). She is a former SAP Human Resources instructor for SAP America and
has nearly 10 years of experience in Human Resources and information technology.
Kathy Howard is an SAP certified consultant with Electronic Data Systems. She has
more than 14 years of experience in information technology, specializing in Human
Resources applications. Howard has been working with SAP R/3 since 1995. She has
four information technology patents issued by the U.S. Patent office and several more
pending.
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