Date Management (Using An Example)created byhcl sparkson Nov 30,
2012 6:11 AM, last modified byhcl sparkson Nov 30, 2012 7:23
AMVersion 2inShareDate Management :Dates are important for the
correct processing of all business transactions. In global business
processes that cover several countries and time zones, it is
particularly necessary to have a date management system that can
convert time zones and the factory calendar in documents of
business partners involved in a transaction.The componentDate
Managementenables you to process as many dates as you require in a
document. You can either enter dates yourself, or, by using date
rules, have the system calculate these. In Customizing, you can
define date types, durations, and date rules to meet your
requirements.Date:A defined time period that consists of a start
time and an end time. You use dates in calendar functions (for
example, in activities), as well as for all dates that play a role
in business transactions (for example, valid-to dates, cancellation
dates) and in actions (date-dependent conditions).Duration:A
timeframe between two points in time consisting of a number value
and a time unit, for example, 1 month.The system uses durations
when calculating dates.Durations are always given in entire
numbers. You cannot combine two different units, for example the
duration 1 hour 20 minutes must be expressed as 80 minutes.Steps
for creating date profile:Step 1: Define date types, date rules and
durations.Step 2: Determination of date profileStep 3: Assign the
date profile to Transaction type/Item Category.Step 1:Define date
types, date rules and durations.Path : Spro -->sap reference img
-->CRM --> Basic Functions --> Date Management-->
Define date types, date rules and durations.Click on Execute button
as shown in figure below:
Then you are guided to the below screen where we define
durations, date types and date rules as shown in following screen
shots:
Select the checkbox Date profile in order to replicate it in the
search help at date profile determination.If you have activated the
Milestone indicator, then your date is a milestone. This means that
the beginning and end points are identical. The duration between
the two points is zero.Define date rules .
Then save it.
When you double click on the selected date rule you will be
directed to the screen where we can write our custom code for that
date rule. We can use the predefined codes which we copy from other
date rules.
Similarly we define all date rules.
Step 2 : Determination of date profile.Path : Spro -->sap
reference img --> CRM --> Basic Functions --> Date
Management --> Define date profile.Click on Execute button as
shown in figure below:
Click on new entries button and enter date profile name and Name
to create new date profile and save it.
Reference Objects:To calculate dates, the system needs reference
objects. By referencing to a reference object, each time becomes a
local date and a local time. Because the system works internally
with time tamps (date, time) in global time Universal Time
Coordinated (UTC), it needs the reference object to translate the
time into UTC.For durations, the system needs a reference object to
determine the correct factory calendar (workdays and holidays).You
can use the reference object to control the time zone and factory
calendar to which a date type or duration refers. For example, you
can determine that the date typevalid toin quotations is calculated
in the time zone of the user who creates the quotation, regardless
of the main location of the organization.The reference object for a
date or duration is always defined independently of the date
profile. Therefore, a date type or duration can have different
reference objects, depending on the date profile.Different date
types can have different reference objects within a date
profile.Define reference objects.
Define date rules.
Define durations.
Give screen position by clicking on screen area.
Then click on date types and add defined date types by clicking
on new entries.
Then double click on date type then assign date rules, display
format and default values for manual entry fields.
Then click on screen areas of that date type and enter screen
area names and positions where we want to see this date type in our
transaction.
Similarly enter for all date types and enter screen area
positions.
Step 3: Assign the date profile to Transaction type/Item
Category.We can assign date profile either to transaction or to
item category.Path: Spro-->sap reference img--> CRM -->
Basic Functions--> Date Management--> Assign date profile to
transaction type.For to assign date profile at item category follow
the path below.Path: Spro-->sap reference img-->CRM -->
Basic Functions -->Date Management--> Assign date profile to
Item category.Then assign the date profile name to the required
transaction.Then custom date profile is visible in our transaction
as shown below:
This is how the Date Profile can be created and assigned.